There will be UBI at the end of this cycle, plus abundance and massively more opportunity than job loss.
Predictor: Dave Blundin · ep#230 "AI CEOs Come Online: Sam Altman's Replacement Plan, Job Loss & 'Solve Everything' Launches |EP #230" · source
Prediction text
There will be UBI at the end of this cycle, plus abundance and massively more opportunity than job loss. | what what we all know there'll be UBI at the end of this cycle and we also know there'll be abundance and massively more opportunity than job loss. | First US state UBI legislation
Key catalyst: First US state UBI legislation
Watch events: BLS employment reports; tech layoff trackers; Underemployment rate; Yang quarterly updates
Verbatim quote
what what we all know there'll be UBI at the end of this cycle and we also know there'll be abundance and massively more opportunity than job loss.
Resolution evidence
UBI + abundance at end of cycle. Cycle unbounded; directionally plausible long-term.
Predictor: Dave Blundin
Calibration plot (stated vs observed)
Evidence about this node from Dave Blundin is multiplied by κ in /api/intake. Lower κ = less weight; floors at 0.10 (effectively silenced) and caps at 1.00 (full weight).
Reference class
This node isn't linked to a reference class. The Bayesian update applies without outside-view blending.
Probability over time
Milestone chain
- 2025-12-31overdueStockton SEED follow-on study published with employment outcomesHow: Peer-reviewed or institutional follow-on report from SEED (Stockton Economic Empowerment Demonstration) or successor program publishes longitudinal data on employment, well-being, financial stability for guaranteed-income recipientsSource: Stockton SEED program / OpenResearch follow-on; AEI 2026 meta-analysis covers 122 UBI experimentsconf 85%Notes: AEI 2026 meta-analysis of 122 UBI experiments already published — sets evidentiary base for state-level legislative debate.
- 2026-01-01 → 2027-12-31pendingFirst US state introduces UBI bill explicitly tied to AI displacementHow: A US state legislature formally introduces a bill establishing a universal basic income or guaranteed income program citing AI/automation-driven displacement as primary rationaleSource: State legislative trackers (NCSL, Ballotpedia); Semafor coverage of UBI political debate Apr 2026conf 60%Notes: California, NY, NJ municipal pilots active; state-level legislation is the next escalation step.
- 2027-06-01 → 2029-12-31pendingBLS unemployment rate driven by AI-displaced occupations crosses 5.5%How: BLS publishes occupational-displacement breakdown showing AI-attributable unemployment in white-collar/admin/legal/creative occupations exceeds 5.5% sustained for 2+ quartersSource: BLS Occupational Employment Statistics; McKinsey/OpenAI displacement models project 30%+ workforce affected by 2030conf 45%Notes: Necessary precondition for UBI political momentum — sustained measurable displacement, not just punditry.
- 2028-01-01 → 2030-06-30pendingFirst US state passes UBI legislationHow: A US state enacts and signs into law a permanent (non-pilot) universal or near-universal cash transfer program funded by general revenue or AI-taxSource: State legislative records; NCSL UBI trackerconf 30%Notes: Cascade outcome — requires political crisis (high displacement) plus financing mechanism (AI tax, dividend, etc.).
- 2028-06-01 → 2030-06-30pendingFederal UBI proposal advances past committee in CongressHow: A federal UBI or universal-high-income bill advances out of a House or Senate committee with bipartisan co-sponsors citing AI displacementSource: Congress.gov; The Hill on AI-displacement UBI debateconf 25%
What if this resolves?
Click a button to clamp this prediction and run a Gibbs sample. Returns the predictions whose marginals shift most. ~30s per run; ideal for stress-testing "if X resolves, what else moves?"
Evidence chain
Raw metadata
{
"trf": 1,
"kappa": 0.8214,
"base_rate": null,
"predictor": "Dave Blundin",
"total_llr": -0.4054651081081644,
"grace_days": 7,
"bayesian_v2": true,
"prior_logit": 0.319459941425788,
"bayes_factor": "1.3:1 against",
"blend_reason": "no reference_class linked",
"inside_prior": 0.5791926301002782,
"kappa_source": "predictor_table",
"n_milestones": 1,
"blend_applied": false,
"contributions": [
{
"llr": -0.4054651081081644,
"kind": "llm_pre_event",
"kappa": 0.69819,
"label": "Stockton SEED follow-on study published with employment outcomes",
"weight": 0.4,
"strength": "weak",
"confidence": 0.85,
"source_url": "https://thedailyeconomy.org/article/what-122-universal-basic-income-experiments-actually-show/",
"adjusted_llr": -0.2830916838300393,
"expected_date": "2025-12-31",
"measurement_criterion": "Peer-reviewed or institutional follow-on report from SEED (Stockton Economic Empowerment Demonstration) or successor program publishes longitudinal data on employment, well-being, financial stability for guaranteed-income recipients"
}
],
"evidence_kind": "metadata_milestone_miss_sweep",
"inside_source": "history_v2",
"inside_weight": 0.3,
"outside_weight": 0.7,
"posterior_prob": 0.5090910623964304,
"posterior_logit": 0.03636825759574869,
"predictor_brier": 0.0491,
"inside_posterior": 0.5090910623964304,
"blended_posterior": 0.5090910623964304,
"reference_class_id": null,
"total_adjusted_llr": -0.2830916838300393,
"predictor_n_resolved": 9
}Network propagation neighbors
Top incoming (parents)
Edges that influence THIS node's belief
| Kind | Node | Their prob | P(c|s=T) | P(c|s=F) | Δ implied |
|---|---|---|---|---|---|
| killer | TK03 AI Regulatory Moratorium (EU/US Capability Freeze) | 10.0% | 0.050 | 0.650 | +0.069 |
| prereq | SEM_015 Nvidia agreed to remit 15% of China chip-sale revenue direct — Jensen Huang | 66.3% | 0.650 | 0.050 | -0.068 |
| prereq | SEM_027 Nvidia Data Center revenue +66% YoY, contributing ~90% of $5 — Joseph Moore | 68.3% | 0.650 | 0.050 | -0.067 |
| killer | TK02 AI Compute Supply Shock (TSMC/Taiwan Disruption) | 12.0% | 0.050 | 0.650 | +0.057 |
| killer | TK05 Rate Regime Persistence (10y > 5% through 2028) | 30.0% | 0.050 | 0.650 | -0.051 |
Top outgoing (children)
Predictions THIS node influences
| Kind | Node | Their prob | P(c|s=T) | P(c|s=F) | Δ implied |
|---|---|---|---|---|---|
| prereq | 240_036 TEPCO's restarted reactor will support 20% of Japan's electr — Peter Diamandis | 34.3% | 0.650 | 0.050 | +0.022 |
| prereq | 230_020 Peter's 14-year-old son Milan will never get a driver's lice — Peter Diamandis | 34.7% | 0.650 | 0.050 | +0.018 |
| prereq | 232_057 First person to arrive on moon/Mars will find bed made by Op — Dave Blundin | 34.8% | 0.600 | 0.050 | -0.009 |
| prereq | 246_016 Dragonfly nuclear-powered octicopter arrives at Titan in 203 — Peter Diamandis | 35.6% | 0.650 | 0.050 | +0.009 |
| prereq | 242_023 World will have 10x more wealth around 2034-2036 — Dave Blundin | 34.2% | 0.600 | 0.050 | -0.003 |
Ticker exposure
Beneficiaries (24)
Adverse (6)
Prerequisites (10)
| Type | Pred | Title | Domain | Lag |
|---|---|---|---|---|
| prereq | SEM_011 | Nvidia became the world's first $5 trillion company (late 2025), operating a near-monopoly on advanced AI chips. | Capital Markets | — |
| prereq | SEM_027 | Nvidia Data Center revenue +66% YoY, contributing ~90% of $57B fiscal Q3 revenue; >$4.5T market cap entirely underpinned by AI silicon. | Capital Markets | — |
| prereq | SEM_014 | Nvidia's Arizona-based TSMC factory successfully fabricated cutting-edge semiconductors on US soil for first time in decades (October 2025). | Manufacturing | — |
| prereq | SEM_012 | Nvidia quadrupled chip production output while only doubling human headcount — achieved by deploying AI coding tools (Cursor, Claude Code) across engineering. | AI/Manufacturing | — |
| prereq | SEM_015 | Nvidia agreed to remit 15% of China chip-sale revenue directly to US government in exchange for reversing specific AI chip export bans. | Policy/Semis | — |
| killer | TK05 | Rate Regime Persistence (10y > 5% through 2028) | — | — |
| killer | TK04 | Macro Recession 2026-27 (Structural Deleveraging) | — | — |
| killer | TK01 | AGI Capability Plateau (2026-27 Training Stall) | — | — |
| killer | TK02 | AI Compute Supply Shock (TSMC/Taiwan Disruption) | — | — |
| killer | TK03 | AI Regulatory Moratorium (EU/US Capability Freeze) | — | — |
Dependents (5)
| Type | Pred | Title | Domain | Lag |
|---|---|---|---|---|
| prereq | 230_020 | Peter's 14-year-old son Milan will never get a driver's license. | Auto/Transport | — |
| prereq | 246_016 | Dragonfly nuclear-powered octicopter arrives at Titan in 2034. | Space | — |
| prereq | 240_036 | TEPCO's restarted reactor will support 20% of Japan's electric needs by 2040 | Energy | — |
| prereq | 232_057 | First person to arrive on moon/Mars will find bed made by Optimus robots; robots not astronauts lead exploration. | Robotics | — |
| prereq | 242_023 | World will have 10x more wealth around 2034-2036 | Macro/Economy | — |
Raw metadata
{
"nia": false,
"url": "https://www.youtube.com/watch?v=6P0uTDGDr-I",
"mode": "PREDICTION",
"role": "Host",
"caveats": "After a painful transition trough",
"context": "what what we all know there'll be UBI at the end of this cycle and we also know there'll be abundance and massively more opportunity than job loss.",
"to_year": 2035,
"verbatim": "what what we all know there'll be UBI at the end of this cycle and we also know there'll be abundance and massively more opportunity than job loss.",
"conv_cues": "we all know",
"direction": "HAPPEN",
"from_year": 2026,
"timeframe": "at the end of this cycle",
"conv_level": "HIGH",
"milestones": [
{
"kind": "llm_pre_event",
"label": "Stockton SEED follow-on study published with employment outcomes",
"notes": "AEI 2026 meta-analysis of 122 UBI experiments already published — sets evidentiary base for state-level legislative debate.",
"source": "Stockton SEED program / OpenResearch follow-on; AEI 2026 meta-analysis covers 122 UBI experiments",
"status": "overdue",
"weight": 0.4,
"ordinal": -10,
"source_id": null,
"confidence": 0.85,
"source_url": "https://thedailyeconomy.org/article/what-122-universal-basic-income-experiments-actually-show/",
"expected_date": "2025-12-31",
"miss_emitted_at": "2026-05-02T22:07:21.384228+00:00",
"miss_emitted_by": "metadata_milestone_sweep",
"research_origin": "deep_research",
"measurement_criterion": "Peer-reviewed or institutional follow-on report from SEED (Stockton Economic Empowerment Demonstration) or successor program publishes longitudinal data on employment, well-being, financial stability for guaranteed-income recipients"
},
{
"kind": "prereq",
"label": "Nvidia became the world's first $5 trillion company (late 2025), operating a near-monopoly on advanced AI chips.",
"status": "hit",
"weight": 0.5,
"ordinal": -9,
"source_id": "SEM_011",
"expected_date": "2026-04-29",
"observed_date": "2026-04-29"
},
{
"kind": "prereq",
"label": "Nvidia Data Center revenue +66% YoY, contributing ~90% of $57B fiscal Q3 revenue; >$4.5T market cap entirely underpinned by AI silicon.",
"status": "hit",
"weight": 0.5,
"ordinal": -8,
"source_id": "SEM_027",
"expected_date": "2026-04-29",
"observed_date": "2026-04-29"
},
{
"kind": "prereq",
"label": "Nvidia's Arizona-based TSMC factory successfully fabricated cutting-edge semiconductors on US soil for first time in decades (October 2025).",
"status": "hit",
"weight": 0.5,
"ordinal": -7,
"source_id": "SEM_014",
"expected_date": "2026-04-29",
"observed_date": "2026-04-29"
},
{
"kind": "prereq",
"label": "Nvidia quadrupled chip production output while only doubling human headcount — achieved by deploying AI coding tools (Cursor, Claude Code) a",
"status": "hit",
"weight": 0.5,
"ordinal": -6,
"source_id": "SEM_012",
"expected_date": "2026-04-29",
"observed_date": "2026-04-29"
},
{
"kind": "prereq",
"label": "Nvidia agreed to remit 15% of China chip-sale revenue directly to US government in exchange for reversing specific AI chip export bans.",
"status": "pending",
"weight": 0.5,
"ordinal": -5,
"source_id": "SEM_015",
"expected_date": "2026-06-25",
"observed_date": null
},
{
"kind": "llm_pre_event",
"label": "First US state introduces UBI bill explicitly tied to AI displacement",
"notes": "California, NY, NJ municipal pilots active; state-level legislation is the next escalation step.",
"source": "State legislative trackers (NCSL, Ballotpedia); Semafor coverage of UBI political debate Apr 2026",
"status": "pending",
"weight": 0.4,
"ordinal": -4,
"source_id": null,
"confi
... (truncated)