None of the capability gates publish small-institution numbers
Why I called it
All three labs converged on the identical structure this week: full model for everyone, the dangerous tier behind a vetting process. OpenAI's own $1 billion Daybreak pledge is explicitly aimed at exactly this population, and the test of whether gating protects the floor rather than just the labs is whether the floor shows up in the numbers. A subsidy or a vetting program that never discloses who actually got through is indistinguishable, from the outside, from one that reached nobody.
The call, in full. By March 31st 2027, none of OpenAI's Daybreak program, Anthropic's Cyber and Life Sciences Verification Programs, or Google's Fairwind Program has published a specific count of small institutions, defined as community banks, school districts, water or electric utilities, or county governments, enrolled and actively using the gated capability.
Scoring criterion. RESOLVES WRONG if OpenAI, Anthropic, or Google publishes, or a credible outlet reports based on the company's own disclosure, a specific count of small institutions (community bank, school district, water/electric utility, or county government) enrolled in Daybreak, the Verification Programs, or Fairwind respectively, by March 31st 2027 23:59 UTC. RESOLVES CORRECT otherwise.
The criterion is the machine-checkable version: a prediction that cannot be settled by a third party against a public source fails the build before it reaches this page.