← Cockpit
236_017predictionMacro/EconomyAI-scaling

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

Prior probability
60.0%
Current probability
49.5%
evolves via intake + LBP
Conviction
4/5
Signal quality
B
Resolution
pending
Window
2026-01-01 – 2028-12-31
Edges in / out
10 / 5
Tickers exposed
37

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

From episode "Andrew Yang: UBI Before UHI, Solving Job Loss, and the Future of Work | #236"
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

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 60%2026-04-302026-05-032026-05-10
intake v2milestone miss sweeplbp propagationreference class assignedlegacy v1prior_prob (analyst seed)current = 49.5%

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: 5 fired ✓ · 5 pending
  1. 2026-04-06hitGoldman Sachs reports 16K/mo AI displacement rate sustained
    How: Goldman Sachs publishes report citing AI cutting ≥16,000 US jobs/month with Gen Z bearing disproportionate share
    Source: https://fortune.com/2026/04/06/ai-tech-displacement-effect-gen-z-16000-jobs-per-month/conf 95%
  2. 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 baseline
    Source: https://www.dallasfed.org/research/economics/2026/0106conf 85%
    Notes: Already at -13% per Dallas Fed Jan 2026
  3. 2026-12-31pendingAI-attributed tech layoffs cross 100K cumulative 2026
    How: 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
  4. 2026-09-01 → 2028-06-30pendingMass-mobilization protest tied to AI/automation displacement
    How: Major US protest (≥10K attendees) framed in mainstream coverage as response to AI/automation job loss
    Source: https://aimultiple.com/ai-job-lossconf 45%
  5. 2026-06-01 → 2028-12-31pendingState or federal UBI / wage-insurance bill introduced citing AI displacement
    How: US Congress or state legislature introduces UBI / wage-insurance / automation-tax bill citing AI displacement in legislative findings
    Source: https://www.anthropic.com/research/labor-market-impactsconf 65%

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: 50%)

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
LBP2026-05-10T02:00:02Z49.5%-1.2pp
Network propagation: 50.7% → 49.5%
6-iter LBP, residual 0.00584 · damping 0.5, w_intrinsic 0.5 · method lbp_v3 · run e5c18d29
LBP2026-05-03T02:00:01Z50.7%-2.2pp
Network propagation: 52.9% → 50.7%
6-iter LBP, residual 0.00677 · damping 0.5, w_intrinsic 0.5 · method lbp_v3 · run 1a683ac9
LBP2026-04-30T16:39:51Z52.9%-2.9pp
Network propagation: 55.8% → 52.9%
5-iter LBP, residual 0.00825 · damping 0.5, w_intrinsic 0.5 · method lbp_v2 · run 0c8a4ea3
LBP2026-04-30T02:18:57Z55.8%-4.2pp
Network propagation: 60.0% → 55.8%
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
killerTK09
Energy Grid Cap (Data Center Power Wall)
35.0%0.0500.600-0.088
prereqSEM_015
Nvidia agreed to remit 15% of China chip-sale revenue directJensen Huang
66.3%0.6000.050-0.076
prereqSEM_027
Nvidia Data Center revenue +66% YoY, contributing ~90% of $5Joseph Moore
68.3%0.6000.050-0.075
killerTK05
Rate Regime Persistence (10y > 5% through 2028)
30.0%0.0500.600-0.060
killerTK03
AI Regulatory Moratorium (EU/US Capability Freeze)
10.0%0.0500.600+0.050

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%0.6500.050-0.035
prereq247_035
Dario Amodei will solve most/all neurological diseases by enDario Amodei
38.8%0.7000.050-0.021
prereq246_016
Dragonfly nuclear-powered octicopter arrives at Titan in 203Peter Diamandis
35.6%0.6500.050-0.013
prereq230_020
Peter's 14-year-old son Milan will never get a driver's licePeter Diamandis
34.7%0.6500.050-0.004
prereq240_036
TEPCO's restarted reactor will support 20% of Japan's electrPeter Diamandis
34.3%0.6500.050+0.000

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
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
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; potepending

Linked documents (9)

Auto-generated by cosine similarity from Polymarket / Manifold / EDGAR / GDELT
SimSourceTitleMarket probPolarityReviewedPublished
0.620manifoldWill there be a physical protest at Discord headquarters before 2028?38%mentionspending2026-05-24
0.617manifoldWill there be a government shutdown before January 2027?48%mentionspending2026-05-13
0.615manifoldWill Manifold successfully predict the next pandemic at least 2 weeks in advance?53%mentionspending2026-05-18
0.607manifoldWill I get catch an illness before Manifest 2026?25%mentionspending2026-05-19
0.596manifoldWhat will happen as a result of the Delaney Hall protests?mentionspending2026-05-30
0.587manifoldWill a Muslim Majority Country Lose Its Majority Before 2040?60%mentionspending2026-05-03
0.578manifoldWill there be a physical protest at YouTube headquarters before 2028?58%mentionspending2026-05-16
0.573manifoldWill large amounts of GTA VI-related time-off requests be reported within two weeks of release?31%mentionspending2026-05-27
0.551manifoldWill I take a leave of absence?62%mentionspending2026-05-05

Raw metadata

From Thesis_Timeline_v1.0_FINAL workbook
{
  "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)