Rampant social unrest will occur during 2-year window if nothing is done quickly
Predictor: Dave Blundin · ep#236 "Andrew Yang: UBI Before UHI, Solving Job Loss, and the Future of Work | #236" · source
Prediction text
Rampant social unrest will occur during 2-year window if nothing is done quickly | Job loss is a 2026 thing and then have a huge 2027 thing... So, you're going to have rampant social unrest during that 2-year window if we don't do something quick.
Verbatim quote
Job loss is a 2026 thing and then have a huge 2027 thing... So, you're going to have rampant social unrest during that 2-year window if we don't do something quick.
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
- 2026-04-06hitGoldman Sachs reports 16K/mo AI displacement rate sustainedHow: Goldman Sachs publishes report citing AI cutting ≥16,000 US jobs/month with Gen Z bearing disproportionate shareSource: https://fortune.com/2026/04/06/ai-tech-displacement-effect-gen-z-16000-jobs-per-month/conf 95%
- 2026-06-01 → 2027-06-30pendingYoung-worker (22-25) employment in AI-exposed jobs falls ≥15%How: Dallas Fed or BLS data shows employment of 22-25-year-olds in high-AI-exposed occupations down ≥15% from 2022 baselineSource: https://www.dallasfed.org/research/economics/2026/0106conf 85%Notes: Already at -13% per Dallas Fed Jan 2026
- 2026-12-31pendingAI-attributed tech layoffs cross 100K cumulative 2026How: Cumulative 2026 US tech layoffs with explicit AI/automation attribution exceed 100,000 (per Layoffs.fyi/Tom's Hardware tracker)Source: https://www.tomshardware.com/tech-industry/tech-industry-lays-off-nearly-80-000-employees-in-the-first-quarter-of-2026-almost-50-percent-of-affected-positions-cut-due-to-aiconf 85%Notes: Q1 2026 already at 80K with ~50% AI-attributed; trajectory implies >100K by year-end
- 2026-09-01 → 2028-06-30pendingMass-mobilization protest tied to AI/automation displacementHow: Major US protest (≥10K attendees) framed in mainstream coverage as response to AI/automation job lossSource: https://aimultiple.com/ai-job-lossconf 45%
- 2026-06-01 → 2028-12-31pendingState or federal UBI / wage-insurance bill introduced citing AI displacementHow: US Congress or state legislature introduces UBI / wage-insurance / automation-tax bill citing AI displacement in legislative findingsSource: https://www.anthropic.com/research/labor-market-impactsconf 65%
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
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 | TK09 Energy Grid Cap (Data Center Power Wall) | 35.0% | 0.050 | 0.600 | -0.088 |
| prereq | SEM_015 Nvidia agreed to remit 15% of China chip-sale revenue direct — Jensen Huang | 66.3% | 0.600 | 0.050 | -0.076 |
| prereq | SEM_027 Nvidia Data Center revenue +66% YoY, contributing ~90% of $5 — Joseph Moore | 68.3% | 0.600 | 0.050 | -0.075 |
| killer | TK05 Rate Regime Persistence (10y > 5% through 2028) | 30.0% | 0.050 | 0.600 | -0.060 |
| killer | TK03 AI Regulatory Moratorium (EU/US Capability Freeze) | 10.0% | 0.050 | 0.600 | +0.050 |
Top outgoing (children)
Predictions THIS node influences
| Kind | Node | Their prob | P(c|s=T) | P(c|s=F) | Δ implied |
|---|---|---|---|---|---|
| prereq | 246_017 Europa Clipper will arrive at Jupiter in 2030, conducting 50 — Peter Diamandis | 37.7% | 0.650 | 0.050 | -0.035 |
| prereq | 247_035 Dario Amodei will solve most/all neurological diseases by en — Dario Amodei | 38.8% | 0.700 | 0.050 | -0.021 |
| prereq | 246_016 Dragonfly nuclear-powered octicopter arrives at Titan in 203 — Peter Diamandis | 35.6% | 0.650 | 0.050 | -0.013 |
| 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 | -0.004 |
| prereq | 240_036 TEPCO's restarted reactor will support 20% of Japan's electr — Peter Diamandis | 34.3% | 0.650 | 0.050 | +0.000 |
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 | TK09 | Energy Grid Cap (Data Center Power Wall) | — | — |
| killer | TK05 | Rate Regime Persistence (10y > 5% through 2028) | — | — |
| 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 | 247_035 | Dario Amodei will solve most/all neurological diseases by end of decade | Biotech/Longevity | — |
| prereq | 230_020 | Peter's 14-year-old son Milan will never get a driver's license. | Auto/Transport | — |
| prereq | 246_017 | Europa Clipper will arrive at Jupiter in 2030, conducting 50 passes near Europa. | Space | — |
| 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 | — |
Expected milestones (1)
| Expected by | Description | Status |
|---|---|---|
| 2028-12-31 | [Capital Markets 2028-12] [236_017] Rampant social unrest will occur during 2-year window if nothing is done quickly [238_061] Massive social unrest / trough in 2026-2027, rebound in 2028 [238_051] Anthropic ARR updates quarterly; pote | pending |
Linked documents (9)
| Sim | Source | Title | Market prob | Polarity | Reviewed | Published |
|---|---|---|---|---|---|---|
| 0.620 | manifold | Will there be a physical protest at Discord headquarters before 2028? | 38% | mentions | pending | 2026-05-24 |
| 0.617 | manifold | Will there be a government shutdown before January 2027? | 48% | mentions | pending | 2026-05-13 |
| 0.615 | manifold | Will Manifold successfully predict the next pandemic at least 2 weeks in advance? | 53% | mentions | pending | 2026-05-18 |
| 0.607 | manifold | Will I get catch an illness before Manifest 2026? | 25% | mentions | pending | 2026-05-19 |
| 0.596 | manifold | What will happen as a result of the Delaney Hall protests? | — | mentions | pending | 2026-05-30 |
| 0.587 | manifold | Will a Muslim Majority Country Lose Its Majority Before 2040? | 60% | mentions | pending | 2026-05-03 |
| 0.578 | manifold | Will there be a physical protest at YouTube headquarters before 2028? | 58% | mentions | pending | 2026-05-16 |
| 0.573 | manifold | Will large amounts of GTA VI-related time-off requests be reported within two weeks of release? | 31% | mentions | pending | 2026-05-27 |
| 0.551 | manifold | Will I take a leave of absence? | 62% | mentions | pending | 2026-05-05 |
Raw metadata
{
"nia": false,
"qty": "2-year window",
"url": "https://www.youtube.com/watch?v=toE56X2h0wk",
"mode": "PREDICTION",
"role": "Host",
"caveats": "Conditional: if we don't do something quick",
"context": "Job loss is a 2026 thing and then have a huge 2027 thing and then building, you know, low-income housing is a multi-year ju just getting it approved is a very long slow process. So, you're going to have rampant social unrest during that 2-year window if we don't do something quick.",
"to_year": 2028,
"verbatim": "Job loss is a 2026 thing and then have a huge 2027 thing... So, you're going to have rampant social unrest during that 2-year window if we don't do something quick.",
"conv_cues": "you're going to have",
"direction": "HAPPEN",
"from_year": 2026,
"timeframe": "2026-2028",
"conv_level": "HIGH",
"milestones": [
{
"kind": "llm_pre_event",
"label": "Goldman Sachs reports 16K/mo AI displacement rate sustained",
"source": "https://fortune.com/2026/04/06/ai-tech-displacement-effect-gen-z-16000-jobs-per-month/",
"status": "hit",
"weight": 0.4,
"ordinal": -10,
"source_id": null,
"confidence": 0.95,
"source_url": "https://fortune.com/2026/04/06/ai-tech-displacement-effect-gen-z-16000-jobs-per-month/",
"expected_date": "2026-04-06",
"observed_date": "2026-04-06",
"research_origin": "deep_research",
"measurement_criterion": "Goldman Sachs publishes report citing AI cutting ≥16,000 US jobs/month with Gen Z bearing disproportionate share"
},
{
"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": "Young-worker (22-25) employment in AI-exposed jobs falls ≥15%",
"notes": "Already at -13% per Dallas Fed Jan 2026",
"source": "https://www.dallasfed.org/research/economics/2026/0106",
"status": "pending",
"weight": 0.4,
"ordinal": -4,
"source_id": null,
"confidence": 0.85,
"source_url": "https://www.dallasfed.org/research/economics/2026/0106",
"expected_date": "2026-12-15",
"research_origin": "deep_research",
"expected_date_range": {
"to": "2027-06-30",
"from": "2026-06-01"
},
"measurement_criter
... (truncated)