← Cockpit
230_013predictionMacro/EconomyAI-scaling

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

Prior probability
65.0%
Current probability
52.1%
evolves via intake + LBP
Conviction
5/5
Signal quality
B
Resolution
pending
Window
2030-06-01 – 2030-06-30
Edges in / out
10 / 5
Tickers exposed
37

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

From episode "AI CEOs Come Online: Sam Altman's Replacement Plan, Job Loss & 'Solve Everything' Launches |EP #230"
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

Status: pending

UBI + abundance at end of cycle. Cycle unbounded; directionally plausible long-term.

Predictor: Dave Blundin

κ + Brier as of 2026-05-22
κ (discount)
0.821
Brier
0.0491
excellent
Hits / Misses
3 / 2
of 9 resolved
Hit rate
33.3%
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

Not linked

This node isn't linked to a reference class. The Bayesian update applies without outside-view blending.

Probability over time

4 prob_history rows
0%25%50%75%100%prior 65%2026-04-302026-05-022026-05-03
intake v2milestone miss sweeplbp propagationreference class assignedlegacy v1prior_prob (analyst seed)current = 52.1%

Milestone chain

Pre-event signals (upstream prereqs + window checkpoints) → resolution event → downstream cascades. Status/dates update from linked nodes; re-derive nightly via scripts/ops/derive_milestones.py.
Leading chain: 4 fired ✓ · 1 overdue ⏱ · 5 pending
  1. 2025-12-31overdueStockton SEED follow-on study published with employment outcomes
    How: 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
    Source: 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.
  2. 2026-01-01 → 2027-12-31pendingFirst US state introduces UBI bill explicitly tied to AI displacement
    How: A US state legislature formally introduces a bill establishing a universal basic income or guaranteed income program citing AI/automation-driven displacement as primary rationale
    Source: 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.
  3. 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+ quarters
    Source: 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.
  4. 2028-01-01 → 2030-06-30pendingFirst US state passes UBI legislation
    How: 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-tax
    Source: State legislative records; NCSL UBI trackerconf 30%
    Notes: Cascade outcome — requires political crisis (high displacement) plus financing mechanism (AI tax, dividend, etc.).
  5. 2028-06-01 → 2030-06-30pendingFederal UBI proposal advances past committee in Congress
    How: A federal UBI or universal-high-income bill advances out of a House or Senate committee with bipartisan co-sponsors citing AI displacement
    Source: Congress.gov; The Hill on AI-displacement UBI debateconf 25%

What if this resolves?

Clamp this prediction TRUE or FALSE and run a counterfactual Gibbs sample. Surfaces the predictions whose marginals shift most under that assumption.
(live posterior: 52%)

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

Every probability update with full Bayesian provenance — chronological, latest first
LBP2026-05-03T02:00:01Z52.1%+1.2pp
Network propagation: 50.9% → 52.1%
6-iter LBP, residual 0.00677 · damping 0.5, w_intrinsic 0.5 · method lbp_v3 · run 1a683ac9
metadata_milestone_miss_sweep2026-05-02T22:07:21Z50.9%-7.0pp
metadata_milestone_miss_sweep bayesian_v2 n=1 inside=0.509 blend=0.509 LLR=-0.283 κ=0.82 no_blend
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
}
LBP2026-04-30T16:39:51Z57.9%-2.9pp
Network propagation: 60.8% → 57.9%
5-iter LBP, residual 0.00825 · damping 0.5, w_intrinsic 0.5 · method lbp_v2 · run 0c8a4ea3
LBP2026-04-30T02:18:57Z60.8%-4.2pp
Network propagation: 65.0% → 60.8%
5-iter LBP, residual 0.00825 · damping 0.5, w_intrinsic 0.5 · method lbp_v1 · run 592311ef

Network propagation neighbors

Top edges sorted by latest LBP cross-impact
All propagation →

Top incoming (parents)

Edges that influence THIS node's belief

KindNodeTheir probP(c|s=T)P(c|s=F)Δ implied
killerTK03
AI Regulatory Moratorium (EU/US Capability Freeze)
10.0%0.0500.650+0.069
prereqSEM_015
Nvidia agreed to remit 15% of China chip-sale revenue directJensen Huang
66.3%0.6500.050-0.068
prereqSEM_027
Nvidia Data Center revenue +66% YoY, contributing ~90% of $5Joseph Moore
68.3%0.6500.050-0.067
killerTK02
AI Compute Supply Shock (TSMC/Taiwan Disruption)
12.0%0.0500.650+0.057
killerTK05
Rate Regime Persistence (10y > 5% through 2028)
30.0%0.0500.650-0.051

Top outgoing (children)

Predictions THIS node influences

KindNodeTheir probP(c|s=T)P(c|s=F)Δ implied
prereq240_036
TEPCO's restarted reactor will support 20% of Japan's electrPeter Diamandis
34.3%0.6500.050+0.022
prereq230_020
Peter's 14-year-old son Milan will never get a driver's licePeter Diamandis
34.7%0.6500.050+0.018
prereq232_057
First person to arrive on moon/Mars will find bed made by OpDave Blundin
34.8%0.6000.050-0.009
prereq246_016
Dragonfly nuclear-powered octicopter arrives at Titan in 203Peter Diamandis
35.6%0.6500.050+0.009
prereq242_023
World will have 10x more wealth around 2034-2036Dave Blundin
34.2%0.6000.050-0.003

Ticker exposure

37 ticker(s) linked

Beneficiaries (24)

MUWULFIRENEQIXALABAPLDASMIYASMLPLABNVDANBISCRWVAAPLAMTAMZNDELLGOOGLIRMLNVGYMETAMSFTORCLSFTBYSTX

Adverse (6)

ACNGENCHGGIBMWNSLRN

Prerequisites (10)

Predictions that must hit first
TypePredTitleDomainLag
prereqSEM_011Nvidia became the world's first $5 trillion company (late 2025), operating a near-monopoly on advanced AI chips.Capital Markets
prereqSEM_027Nvidia Data Center revenue +66% YoY, contributing ~90% of $57B fiscal Q3 revenue; >$4.5T market cap entirely underpinned by AI silicon.Capital Markets
prereqSEM_014Nvidia's Arizona-based TSMC factory successfully fabricated cutting-edge semiconductors on US soil for first time in decades (October 2025).Manufacturing
prereqSEM_012Nvidia quadrupled chip production output while only doubling human headcount — achieved by deploying AI coding tools (Cursor, Claude Code) across engineering.AI/Manufacturing
prereqSEM_015Nvidia agreed to remit 15% of China chip-sale revenue directly to US government in exchange for reversing specific AI chip export bans.Policy/Semis
killerTK05Rate Regime Persistence (10y > 5% through 2028)
killerTK04Macro Recession 2026-27 (Structural Deleveraging)
killerTK01AGI Capability Plateau (2026-27 Training Stall)
killerTK02AI Compute Supply Shock (TSMC/Taiwan Disruption)
killerTK03AI Regulatory Moratorium (EU/US Capability Freeze)

Dependents (5)

Predictions enabled by this
TypePredTitleDomainLag
prereq230_020Peter's 14-year-old son Milan will never get a driver's license.Auto/Transport
prereq246_016Dragonfly nuclear-powered octicopter arrives at Titan in 2034.Space
prereq240_036TEPCO's restarted reactor will support 20% of Japan's electric needs by 2040Energy
prereq232_057First person to arrive on moon/Mars will find bed made by Optimus robots; robots not astronauts lead exploration.Robotics
prereq242_023World will have 10x more wealth around 2034-2036Macro/Economy

Raw metadata

From Thesis_Timeline_v1.0_FINAL workbook
{
  "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)