Executive summary
Geopolitics: The Iran War widened, with a port in Egypt being hit, Tehran threatening Cyprus and Bulgaria, and Ukraine striking an Iranian vessel in the Caspian Sea. Hamas said it would give up its heavy weapons if Israel withdraws from Gaza, but Israel said it would not withdraw until Hamas gives up the weapons.
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Will Iran or its proxies (Hezbollah, Hamas, Houthis) strike the territory of Bulgaria or Romania before October 1, 2026 with a ballistic missile, drone, or covert attack that is credibly attributed? Our forecasters think there's a 9% (5% to 15%) chance.
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Will Benjamin Netanyahu be selected by the President of Israel and successfully form a government after the parliamentary elections scheduled for October 2026? Our forecasters give this a 47% (30% to 65%) probability.
Technology and AI: OpenAI and Anthropic said they found more evidence of their models having been involved in attempted or actual cyber breaches. More than 1 thousand employees of frontier AI labs signed an open letter calling on the US government to support an international effort to develop the technical and governance tools to “pace” the frontier of automated AI development.
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Outline:
(00:22) Executive summary
(02:27) Geopolitics
(02:30) Middle East
(05:29) Europe
(06:38) Asia
(07:04) United States
(09:13) North Africa
(10:27) Technology and artificial intelligence
(13:49) Biorisk
(14:53) Economy
(19:15) Climate and nature