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235_004predictionLabor/JobsAI-scaling

Next 3-year timeline: massive job loss, total confusion, and rampant unregulated AI consumerism.

Predictor: Dave Blundin · ep#235 "Amazon's $35B AGI Ultimatum to OpenAI & Anthropic Drops AI Safety | EP #235" · source

Prior probability
60.0%
Current probability
46.3%
evolves via intake + LBP
Conviction
4/5
Signal quality
A
Resolution
pending
Window
2026-01-01 – 2029-12-31
Edges in / out
11 / 5
Tickers exposed
37

Prediction text

Next 3-year timeline: massive job loss, total confusion, and rampant unregulated AI consumerism. | 10 years from now after we've solved all physics, we've solved all math, you know, we have global abundance, all of this is going to look silly 10 years from now. But in the three-year timeline, massive job loss, total confusion, and massive rampant AI sales consumerism that has no regulation around it right now.

Watch events: BLS employment reports; tech layoff trackers; Underemployment rate; Yang quarterly updates

Verbatim quote

From episode "Amazon's $35B AGI Ultimatum to OpenAI & Anthropic Drops AI Safety | EP #235"
10 years from now after we've solved all physics, we've solved all math, you know, we have global abundance, all of this is going to look silly 10 years from now. But in the three-year timeline, massive job loss, total confusion, and massive rampant AI sales consumerism that has no regulation around it right now.

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: regulatory_freeze_window

Linked via embedding similarity 0.607

Major-country regulatory pause/moratorium on AI capability research lasting >6 months

Base rate
5.0%
0/4 historical
Inside weight
Outside weight
no pull
inside 46.3% → blend 46.3% 0.0pp)

Tetlock-style outside view: at TRF=1 (just predicted), outside view dominates (w_in=0.3). At TRF=0 (deadline), inside view dominates (w_in=1.0). The blend regularizes overconfident inside views toward the historical base rate.

Probability over time

8 prob_history rows
0%25%50%75%100%prior 60%2026-04-302026-05-032026-05-24
intake v2milestone miss sweeplbp propagationreference class assignedlegacy v1prior_prob (analyst seed)current = 46.3%

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: 6 fired ✓ · 4 pending
  1. 2026-02-28hitTech sector unemployment rate exceeds 5%
    How: BLS or Janco Associates tech-sector unemployment rate crosses 5% on a monthly reading
    Source: https://tech-insider.org/tech-layoffs-2026-ai-workforce-impact/ — tech unemployment 5.8% early 2026, highest since dot-com bustconf 99%
    Notes: HIT — tech unemployment already at 5.8% in early 2026 per Tech Insider reporting.
  2. 2026-04-06hitGoldman Sachs reports AI cutting ≥15,000 US jobs/month
    How: Goldman Sachs research note quantifies AI-driven displacement at ≥15,000 US jobs per month
    Source: https://fortune.com/2026/04/06/ai-tech-displacement-effect-gen-z-16000-jobs-per-month/ — Goldman: AI cutting 16,000 US jobs/monthconf 99%
  3. 2026-06-01 → 2026-12-31pendingCumulative tech layoffs since 2020 cross 1 million
    How: Layoffs.fyi or comparable tracker shows cumulative tech layoffs since 2020 exceed 1,000,000
    Source: Layoffs.fyi, Tech Insider — already at ~900K through April 2026conf 85%
  4. 2026-06-01 → 2028-06-30pendingMajor federal AI consumer-protection regulation proposed
    How: US federal agency (FTC, CFPB) or Congress proposes binding AI consumer-protection regulation addressing 'unregulated AI sales/consumerism'
    Source: Federal Register, FTC announcements, congressional billsconf 50%
    Notes: Counterfactual — Blundin's claim is regulation will NOT come in time. Tracking actual rule proposals.
  5. 2026-12-01 → 2029-12-31pendingU-3 unemployment rate crosses 5.5%
    How: BLS U-3 headline unemployment rate crosses 5.5% (vs ~4% baseline)
    Source: BLS Employment Situation reportsconf 40%
    Notes: Cascade — broad realization of 'massive job loss' element. AI-displaced workers face long scarring per CNN/Goldman.

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: 46%)

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
LBP2026-05-24T02:00:02Z46.3%+1.2pp
Network propagation: 45.1% → 46.3%
4-iter LBP, residual 0.01000 · damping 0.5, w_intrinsic 0.5 · method lbp_v3 · run 806b02f8
LBP2026-05-17T02:00:01Z45.1%+2.4pp
Network propagation: 42.7% → 45.1%
5-iter LBP, residual 0.00689 · damping 0.5, w_intrinsic 0.5 · method lbp_v3 · run e607fa96
LBP2026-05-10T02:00:02Z42.7%+4.9pp
Network propagation: 37.8% → 42.7%
6-iter LBP, residual 0.00584 · damping 0.5, w_intrinsic 0.5 · method lbp_v3 · run e5c18d29
LBP2026-05-03T02:00:01Z37.8%+9.0pp
Network propagation: 28.8% → 37.8%
6-iter LBP, residual 0.00677 · damping 0.5, w_intrinsic 0.5 · method lbp_v3 · run 1a683ac9
LBP2026-04-30T16:39:51Z28.8%+14.0pp
Network propagation: 14.8% → 28.8%
5-iter LBP, residual 0.00825 · damping 0.5, w_intrinsic 0.5 · method lbp_v2 · run 0c8a4ea3
legacy v12026-04-30T16:13:50Z14.8%-14.6pp
reference_class_assigned bayesian_v2 inside=0.600 blend=0.148 w_in=0.36 regulatory_freeze_window
LBP2026-04-30T02:18:57Z29.4%+14.6pp
Network propagation: 14.8% → 29.4%
5-iter LBP, residual 0.00825 · damping 0.5, w_intrinsic 0.5 · method lbp_v1 · run 592311ef
legacy v12026-04-30T01:56:50Z14.8%-45.2pp
reference_class_assigned bayesian_v2 inside=0.600 blend=0.148 w_in=0.36 regulatory_freeze_window

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%0.0500.600+0.082
killerTK02
AI Compute Supply Shock (TSMC/Taiwan Disruption)
12.0%0.0500.600+0.071
killerTK09
Energy Grid Cap (Data Center Power Wall)
35.0%0.0500.600-0.056
prereqSEM_014
Nvidia's Arizona-based TSMC factory successfully fabricated Jensen Huang
86.1%0.6000.050+0.056
killerTK01
AGI Capability Plateau (2026-27 Training Stall)
15.0%0.0500.600+0.054

Top outgoing (children)

Predictions THIS node influences

KindNodeTheir probP(c|s=T)P(c|s=F)Δ implied
prereq246_017
Europa Clipper will arrive at Jupiter in 2030, conducting 50Peter Diamandis
37.7%0.6500.050-0.046
prereq247_035
Dario Amodei will solve most/all neurological diseases by enDario Amodei
38.8%0.7000.050-0.033
prereq246_016
Dragonfly nuclear-powered octicopter arrives at Titan in 203Peter Diamandis
35.6%0.6500.050-0.024
prereq230_020
Peter's 14-year-old son Milan will never get a driver's licePeter Diamandis
34.7%0.6500.050-0.015
prereq240_036
TEPCO's restarted reactor will support 20% of Japan's electrPeter Diamandis
34.3%0.6500.050-0.011

Ticker exposure

37 ticker(s) linked

Beneficiaries (24)

MUWULFIRENEQIXALABAPLDASMIYASMLPLABNVDANBISCRWVAAPLAMTAMZNDELLGOOGLIRMLNVGYMETAMSFTORCLSFTBYSTX

Adverse (6)

ACNGENCHGGIBMWNSLRN

Prerequisites (11)

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
correlateS_HUMANOID_MASS_2033Humanoid R4: 10M+ cumulative by Dec 2033humanoid_deployment
killerTK09Energy Grid Cap (Data Center Power Wall)
killerTK05Rate Regime Persistence (10y > 5% through 2028)
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
prereq247_035Dario Amodei will solve most/all neurological diseases by end of decadeBiotech/Longevity
prereq230_020Peter's 14-year-old son Milan will never get a driver's license.Auto/Transport
prereq246_017Europa Clipper will arrive at Jupiter in 2030, conducting 50 passes near Europa.Space
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

Expected milestones (1)

From Sheet 17 Monitoring Triggers
Expected byDescriptionStatus
2029-12-31[Labor/Policy 2029-12] [235_004] BLS employment reports; tech layoff trackers; Underemployment rate; Yang quarterly updates [230_015] For the next few years more people will end up doing more work, not less (996 tu [CMQ_048] BPO indpending

Linked documents (1)

Auto-generated by cosine similarity from Polymarket / Manifold / EDGAR / GDELT
SimSourceTitleMarket probPolarityReviewedPublished
0.575manifoldwill we (husband + me) move back to our hometown within 3 years?57%mentionspending2026-06-03

Raw metadata

From Thesis_Timeline_v1.0_FINAL workbook
{
  "nia": false,
  "url": "https://www.youtube.com/watch?v=T8X6kp-pcKs",
  "mode": "PREDICTION",
  "role": "Host",
  "context": "10 years from now after we've solved all physics, we've solved all math, you know, we have global abundance, all of this is going to look silly 10 years from now. But in the three-year timeline, massive job loss, total confusion, and massive rampant AI sales consumerism that has no regulation around it right now. It's going to be an absolute cluster.",
  "to_year": 2029,
  "verbatim": "10 years from now after we've solved all physics, we've solved all math, you know, we have global abundance, all of this is going to look silly 10 years from now. But in the three-year timeline, massive job loss, total confusion, and massive rampant AI sales consumerism that has no regulation around it right now.",
  "conv_cues": "going to be",
  "direction": "HAPPEN",
  "from_year": 2026,
  "timeframe": "next 3 years (by 2029)",
  "conv_level": "HIGH",
  "milestones": [
    {
      "kind": "llm_pre_event",
      "label": "Tech sector unemployment rate exceeds 5%",
      "notes": "HIT — tech unemployment already at 5.8% in early 2026 per Tech Insider reporting.",
      "source": "https://tech-insider.org/tech-layoffs-2026-ai-workforce-impact/ — tech unemployment 5.8% early 2026, highest since dot-com bust",
      "status": "hit",
      "weight": 0.4,
      "ordinal": -10,
      "source_id": null,
      "confidence": 0.99,
      "source_url": "https://tech-insider.org/tech-layoffs-2026-ai-workforce-impact/",
      "expected_date": "2026-03-31",
      "observed_date": "2026-02-28",
      "research_origin": "deep_research",
      "measurement_criterion": "BLS or Janco Associates tech-sector unemployment rate crosses 5% on a monthly reading"
    },
    {
      "kind": "llm_pre_event",
      "label": "Goldman Sachs reports AI cutting ≥15,000 US jobs/month",
      "source": "https://fortune.com/2026/04/06/ai-tech-displacement-effect-gen-z-16000-jobs-per-month/ — Goldman: AI cutting 16,000 US jobs/month",
      "status": "hit",
      "weight": 0.4,
      "ordinal": -9,
      "source_id": null,
      "confidence": 0.99,
      "source_url": "https://fortune.com/2026/04/06/ai-tech-displacement-effect-gen-z-16000-jobs-per-month/",
      "expected_date": "2026-04-15",
      "observed_date": "2026-04-06",
      "research_origin": "deep_research",
      "measurement_criterion": "Goldman Sachs research note quantifies AI-driven displacement at ≥15,000 US jobs per month"
    },
    {
      "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": -8,
      "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": -7,
      "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": -6,
      "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": -5,
      "source_id": "SEM_012",
      "expected_date": "2026-04-29",
      "observed_date": "2026-04-29"
    },
    {
      "kind": "prereq",
      "label": "Nvidia agreed t
... (truncated)