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Will AGI be achieved before AIs are able to smell?

Aired 27 July 2026 · written 29 June, when Yes was 67%

Will AGI be achieved before AIs are able to smell? — episode poster
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The market we based this episode on

The board on 29 June 2026, the day the script was written. A price is the market’s odds of that outcome.

67% Yes No 33%
Platform
Manifold · play money
Resolves
31 December 2026
Volume traded
6,713 play credits
This is a play-money market — the volume is virtual credits, not real dollars. Read it as a poll, not a forecast.
Resolution criteria. AGI is achieved when this market resolves and AIs can smell when there is a commercially available device that can differentiate different smells similar to humans (resolution criteria is still being refined)

Why we chose it

This is Moravec's paradox with money on it: the things that impress us — reasoning, essays, code — turned out to be the easy half of intelligence, while a capability every dog has remains unsolved hardware. The 67% for AGI-first is the crowd betting that curve continues: models keep leaping while machine olfaction stays a lab problem, because smell needs chemistry — physical molecules hitting physical sensors — and you cannot scale a nose with more GPUs.

The case for the other side is quietly good, though: digital-scent startups have already demonstrated molecule-to-description prediction and even "teleporting" a scent from one lab to another, a nose being, in the end, a finite sensor problem. Whereas AGI has the harder handicap of nobody agreeing what it is. That's the real joke the market runs on: one side of the race has a definition and no progress metric; the other has sensors, benchmarks — and no hype.

The show’s read Before making an episode we research the market to judge whether it is worth one. This is what that research said about this bet — our reasoning, not reporting.

What we thought

SalThe Handicapper
EddieThe Philosopher
Sal
Sixty-seven on AGI first feels light. Billions in compute chasing genius, a few grad students wiring the nose. Baby needs a nose job.
Eddie
So the thing argues Kant with me but can't tell the milk's turned or someone farted in the elevator. That's the future we bought?

How it’s moved since

Daily price. The dotted line is the day the episode was written — the odds Sal and Eddie were looking at. The solid line is the day it aired.

0% 10% 20% 30% 40% 50% 60% 70% written 29 Jun aired 27 Jul 15 May 22 Jul 27 Sep Yes 67%
Written 29 Jun Aired 27 Jul Source: MANIFOLD

The market has barely moved since.