← Cockpit
236_016predictionEducationAI-timing

College premium is quickly evaporating

Predictor: Andrew Yang · ep#236 "Andrew Yang: UBI Before UHI, Solving Job Loss, and the Future of Work | #236" · source

Prior probability
60.0%
Current probability
50.8%
evolves via intake + LBP
Conviction
4/5
Signal quality
C
Resolution
pending
Window
2027-06-01 – 2027-06-30
Edges in / out
8 / 5
Tickers exposed
33

Prediction text

College premium is quickly evaporating | that's showing up in the numbers where the college premium is quickly evaporating.

Verbatim quote

From episode "Andrew Yang: UBI Before UHI, Solving Job Loss, and the Future of Work | #236"
that's showing up in the numbers where the college premium is quickly evaporating.

Predictor: Andrew Yang

κ + Brier as of 2026-05-22
κ (discount)
0.688
Brier
0.0178
excellent
Hits / Misses
0 / 0
of 3 resolved
Hit rate
0.0%
Calibration plot (stated vs observed)

Evidence about this node from Andrew Yang 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 60%2026-04-302026-05-032026-05-10
intake v2milestone miss sweeplbp propagationreference class assignedlegacy v1prior_prob (analyst seed)current = 50.8%

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: 9 fired ✓ · 1 pending
  1. 2025-11-02hitTop tech firms cut entry-level hiring by 50%
    How: Burning Glass / industry data shows ≥50% decline in new roles requiring <1 year experience at top tech firms 2019-2024
    Source: https://washingtonmonthly.com/2025/11/02/no-college-degrees-arent-losing-their-value/ — Washington Monthly entry-level decline citationconf 95%
  2. 2025-06-30hitRecent college graduate unemployment rate hits 4.8%
    How: BLS data shows unemployment rate for recent college graduates trending upward to ~4.8% (vs prior baseline)
    Source: https://www.clevelandfed.org/publications/economic-commentary/2025/ec-202514-are-young-college-graduates-losing-their-edge-in-the-job-market — Cleveland Fed on young grad job market edgeconf 95%
  3. 2025-09-30hitClass of 2025 full-time job placement rate ≤30%
    How: Survey of 2025 college graduates shows ≤30% had secured a full-time job in their field within 2-3 months of graduation
    Source: https://www.cnbc.com/2025/11/23/college-graduates-are-struggling-to-find-jobs-ai-is-partly-to-blame.html — CNBC on AI's role in graduate job strugglesconf 95%
  4. 2025-09-30hitBurning Glass shows 52% of class of 2023 in non-degree-required jobs after 1 year
    How: Burning Glass Institute report finds ≥50% of recent graduates 1 year out are working in jobs that don't require a degree, signaling collapse of college job premium
    Source: https://washingtonmonthly.com/2025/11/02/no-college-degrees-arent-losing-their-value/ — Washington Monthly Burning Glass citationconf 90%
  5. 2027-01-01 → 2027-06-30pendingCollege wage premium narrows below 70% (vs ~80% baseline)
    How: BLS / Census data shows college-educated wage premium drops below 70% over high-school median, vs ~80% historical baseline
    Source: https://www.minneapolisfed.org/article/2025/what-happened-to-the-college-wage-premium — Minneapolis Fed on declining wage premiumconf 40%
    Notes: Cascade — premium has stabilized recently per multiple sources, but AI-driven entry-level erosion may resume the decline.
  6. 2036-09-06pendingMoon base will exist in 10 years

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: 51%)

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
LBP2026-05-10T02:00:02Z50.8%-1.2pp
Network propagation: 51.9% → 50.8%
6-iter LBP, residual 0.00584 · damping 0.5, w_intrinsic 0.5 · method lbp_v3 · run e5c18d29
LBP2026-05-03T02:00:01Z51.9%-1.8pp
Network propagation: 53.7% → 51.9%
6-iter LBP, residual 0.00677 · damping 0.5, w_intrinsic 0.5 · method lbp_v3 · run 1a683ac9
LBP2026-04-30T16:39:51Z53.7%-2.5pp
Network propagation: 56.2% → 53.7%
5-iter LBP, residual 0.00825 · damping 0.5, w_intrinsic 0.5 · method lbp_v2 · run 0c8a4ea3
LBP2026-04-30T02:18:57Z56.2%-3.8pp
Network propagation: 60.0% → 56.2%
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
prereqSEM_042
2025 will be the definitive year that agentic systems finallKevin Weil
73.8%0.6000.050-0.057
prereq235_038
David Sinclair begins partial epigenetic reprogramming trialPeter Diamandis
74.0%0.6000.050-0.055
prereqSEM_012
Nvidia quadrupled chip production output while only doublingJensen Huang
75.0%0.6000.050-0.049
prereqSEM_008
Training runs costing $10 billion for a single model will coDario Amodei
76.9%0.6000.050-0.039
killerTK03
AI Regulatory Moratorium (EU/US Capability Freeze)
10.0%0.0500.600+0.037

Top outgoing (children)

Predictions THIS node influences

KindNodeTheir probP(c|s=T)P(c|s=F)Δ implied
prereqSEM_034
True artificial general intelligence will be achieved betweeDemis Hassabis
28.7%0.5500.050+0.013
prereq239_008
Moon base will exist in 10 yearsElon Musk
28.8%0.5500.050+0.012
prereq235_030
Ray Kurzweil predicts Longevity Escape Velocity (LEV) by 203Ray Kurzweil
39.2%0.7500.050+0.008
prereq240_036
TEPCO's restarted reactor will support 20% of Japan's electrPeter Diamandis
34.3%0.6500.050+0.008
prereq246_016
Dragonfly nuclear-powered octicopter arrives at Titan in 203Peter Diamandis
35.6%0.6500.050-0.006

Ticker exposure

33 ticker(s) linked

Beneficiaries (23)

SOUNCRWVSITMNVDAARMGTLBBBAITSMAPLDCEVAAIMSFTMRVLSFTBYORCLQCOMAVGOBABAAMDGOOGLIBMAMZNMETA

Adverse (6)

WNSCHGGCTSHIBMINFYACN

Prerequisites (8)

Predictions that must hit first
TypePredTitleDomainLag
prereq238_009Recursive self-improvement is already happening now (no longer three years out)AI
prereq235_038David Sinclair begins partial epigenetic reprogramming trials with Life Biosciences in March 2026.Biotech/Longevity
prereqSEM_008Training runs costing $10 billion for a single model will commence sometime in 2025.AI
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_0422025 will be the definitive year that agentic systems finally hit the mainstream.AI/Agents
killerTK14Superbubble Pop (S&P 500 -40%, Moonshot Capital Evaporates)
killerTK01AGI Capability Plateau (2026-27 Training Stall)
killerTK03AI Regulatory Moratorium (EU/US Capability Freeze)

Dependents (5)

Predictions enabled by this
TypePredTitleDomainLag
prereq235_030Ray Kurzweil predicts Longevity Escape Velocity (LEV) by 2033.Biotech/Longevity
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
prereqSEM_034True artificial general intelligence will be achieved between 2032 and 2042 — 'first we solve AI, then use AI to solve everything else'.AI/AGI
prereq239_008Moon base will exist in 10 yearsSpace

Linked documents (2)

Auto-generated by cosine similarity from Polymarket / Manifold / EDGAR / GDELT
SimSourceTitleMarket probPolarityReviewedPublished
0.567manifoldSum of my AP scoresmentionspending2026-05-08
0.566manifoldSum of AP scorementionspending2026-04-28

Raw metadata

From Thesis_Timeline_v1.0_FINAL workbook
{
  "nia": false,
  "url": "https://www.youtube.com/watch?v=toE56X2h0wk",
  "mode": "THESIS",
  "role": "Guest-Politician",
  "context": "that's showing up in the numbers where the college premium is quickly evaporating.",
  "to_year": 2028,
  "verbatim": "that's showing up in the numbers where the college premium is quickly evaporating.",
  "conv_cues": "quickly evaporating",
  "direction": "DOWN",
  "from_year": 2026,
  "timeframe": "Present/near-term",
  "conv_level": "HIGH",
  "milestones": [
    {
      "kind": "llm_pre_event",
      "label": "Top tech firms cut entry-level hiring by 50%",
      "source": "https://washingtonmonthly.com/2025/11/02/no-college-degrees-arent-losing-their-value/ — Washington Monthly entry-level decline citation",
      "status": "hit",
      "weight": 0.4,
      "ordinal": -10,
      "source_id": null,
      "confidence": 0.95,
      "source_url": "https://washingtonmonthly.com/2025/11/02/no-college-degrees-arent-losing-their-value/",
      "expected_date": "2024-12-31",
      "observed_date": "2025-11-02",
      "research_origin": "deep_research",
      "expected_date_range": {
        "to": "2025-12-31",
        "from": "2024-01-01"
      },
      "measurement_criterion": "Burning Glass / industry data shows ≥50% decline in new roles requiring <1 year experience at top tech firms 2019-2024"
    },
    {
      "kind": "llm_pre_event",
      "label": "Recent college graduate unemployment rate hits 4.8%",
      "source": "https://www.clevelandfed.org/publications/economic-commentary/2025/ec-202514-are-young-college-graduates-losing-their-edge-in-the-job-market — Cleveland Fed on young grad job market edge",
      "status": "hit",
      "weight": 0.4,
      "ordinal": -9,
      "source_id": null,
      "confidence": 0.95,
      "source_url": "https://www.clevelandfed.org/publications/economic-commentary/2025/ec-202514-are-young-college-graduates-losing-their-edge-in-the-job-market",
      "expected_date": "2025-06-30",
      "observed_date": "2025-06-30",
      "research_origin": "deep_research",
      "measurement_criterion": "BLS data shows unemployment rate for recent college graduates trending upward to ~4.8% (vs prior baseline)"
    },
    {
      "kind": "llm_pre_event",
      "label": "Class of 2025 full-time job placement rate ≤30%",
      "source": "https://www.cnbc.com/2025/11/23/college-graduates-are-struggling-to-find-jobs-ai-is-partly-to-blame.html — CNBC on AI's role in graduate job struggles",
      "status": "hit",
      "weight": 0.4,
      "ordinal": -8,
      "source_id": null,
      "confidence": 0.95,
      "source_url": "https://www.cnbc.com/2025/11/23/college-graduates-are-struggling-to-find-jobs-ai-is-partly-to-blame.html",
      "expected_date": "2025-08-31",
      "observed_date": "2025-09-30",
      "research_origin": "deep_research",
      "measurement_criterion": "Survey of 2025 college graduates shows ≤30% had secured a full-time job in their field within 2-3 months of graduation"
    },
    {
      "kind": "llm_pre_event",
      "label": "Burning Glass shows 52% of class of 2023 in non-degree-required jobs after 1 year",
      "source": "https://washingtonmonthly.com/2025/11/02/no-college-degrees-arent-losing-their-value/ — Washington Monthly Burning Glass citation",
      "status": "hit",
      "weight": 0.4,
      "ordinal": -7,
      "source_id": null,
      "confidence": 0.9,
      "source_url": "https://washingtonmonthly.com/2025/11/02/no-college-degrees-arent-losing-their-value/",
      "expected_date": "2025-09-30",
      "observed_date": "2025-09-30",
      "research_origin": "deep_research",
      "measurement_criterion": "Burning Glass Institute report finds ≥50% of recent graduates 1 year out are working in jobs that don't require a degree, signaling collapse of college job premium"
    },
    {
      "kind": "prereq",
      "label": "Nvidia quadrupled chip production output while only doubling human headcount — achieved by deploying AI coding tools (Cur
... (truncated)