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236_019predictionRoboticsAI-timing

Human plumbers are safe for at least 10 years and probably significantly longer

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
44.0%
evolves via intake + LBP
Conviction
4/5
Signal quality
C
Resolution
pending
Window
2036-01-01 – 2036-11-30
Edges in / out
13 / 3
Tickers exposed
33

Prediction text

Human plumbers are safe for at least 10 years and probably significantly longer | I think human plumbers are safe um for at least 10 years and probably significantly longer.

Verbatim quote

From episode "Andrew Yang: UBI Before UHI, Solving Job Loss, and the Future of Work | #236"
I think human plumbers are safe um for at least 10 years and probably significantly longer.

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 = 44.0%

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 ✓ · 7 pending
  1. 2026-06-01 → 2028-12-31pendingBain / McKinsey / BCG report classifies skilled trades (plumbing/electrical/HVAC) as 'protected' through 2035
    How: Tier-1 consultancy or BLS Occupational Outlook publishes report explicitly forecasting <10% AI/robot displacement of plumbing occupations through 2035, with dexterity/unpredictability cited as primary barrier
    Source: Bain humanoid deployment report + BLS Occupational Outlook methodologyconf 70%
  2. 2028-01-01 → 2032-12-31pendingFirst commercial humanoid robot demonstrated performing supervised plumbing repair task
    How: Verified third-party demonstration (independent journalist, academic, or trade-association test) of humanoid completing one residential plumbing task (pipe-fitting, fixture install, or leak repair) end-to-end with human supervision in <=2x human time
    Source: Bain 'unpredictable environment' barrier + late-2030s mainstream adoption forecastconf 45%
  3. 2032-01-01 → 2036-06-30pendingRobot plumber dexterity benchmark (controlled lab) crosses human-equivalent on standard tasks
    How: Peer-reviewed robotics benchmark (e.g., NIST or RoboCup industrial track) shows humanoid completing standardized plumbing-task suite (threading, soldering, valve replacement) at >=80th-percentile human apprentice speed
    Source: RethinkX humanoid democratization + Mike Kalil timelineconf 30%
  4. 2034-09-30pendingBLS plumber employment continues growing or holds flat through 2034 projection cycle
    How: BLS Occupational Outlook 2032-2042 or 2034-2044 release projects plumber employment growth >=0% (national, all-industry) — i.e., trade not declining over 10-year horizon
    Source: DAVRON future-proof trades analysis + BLS occupational projectionsconf 65%
  5. 2034-01-01 → 2038-12-31pendingFirst insurance carrier prices coverage for robot-performed residential plumbing work
    How: Top-10 US homeowners or commercial insurance carrier publishes underwriting guidelines or rate schedule for robot-performed plumbing work (proxy for commercial viability)
    Source: Cascade from prior milestones; insurance follows reliable deploymentconf 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: 44%)

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
LBP2026-05-10T02:00:02Z44.0%-1.7pp
Network propagation: 45.6% → 44.0%
6-iter LBP, residual 0.00584 · damping 0.5, w_intrinsic 0.5 · method lbp_v3 · run e5c18d29
LBP2026-05-03T02:00:01Z45.6%-2.7pp
Network propagation: 48.4% → 45.6%
6-iter LBP, residual 0.00677 · damping 0.5, w_intrinsic 0.5 · method lbp_v3 · run 1a683ac9
LBP2026-04-30T16:39:51Z48.4%-4.0pp
Network propagation: 52.3% → 48.4%
5-iter LBP, residual 0.00825 · damping 0.5, w_intrinsic 0.5 · method lbp_v2 · run 0c8a4ea3
LBP2026-04-30T02:18:57Z52.3%-7.7pp
Network propagation: 60.0% → 52.3%
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
prereq238_043
A mouse will have a full brain uploaded in years, not decadeAlex Wissner-Gross
42.1%0.6000.050-0.162
prereq230_027
We are in an intelligence revolution — a war on scarce humanAlex Wissner-Gross
43.5%0.6000.050-0.156
prereq244_026
Uber platform will grow from 10M to 20M people by 2035Dara Khosrowshahi
45.7%0.6000.050-0.142
prereq244_027
Uber platform workers in 2035 may be doing different kinds oDara Khosrowshahi
45.7%0.6000.050-0.142
prereq240_035
Meta secured 6.6 GW of clean nuclear power for 2035Meta
45.7%0.6000.050-0.141

Top outgoing (children)

Predictions THIS node influences

KindNodeTheir probP(c|s=T)P(c|s=F)Δ implied
prereq244_029
Combustion engines largely gone in 20 years but world will bDara Khosrowshahi
35.4%0.5500.050-0.089
prereq232_047
Mass drivers on the moon will shoot AI satellites into deep Elon Musk
30.0%0.5500.050-0.035
prereq240_036
TEPCO's restarted reactor will support 20% of Japan's electrPeter Diamandis
34.3%0.6500.050-0.034

Ticker exposure

33 ticker(s) linked

Beneficiaries (23)

SOUNCRWVSITMNVDAARMGTLBBBAITSMAPLDCEVAAIMSFTMRVLSFTBYORCLQCOMAVGOBABAAMDGOOGLIBMAMZNMETA

Adverse (6)

WNSCHGGCTSHIBMINFYACN

Prerequisites (13)

Predictions that must hit first
TypePredTitleDomainLag
prereq235_002Anthropic will exceed OpenAI in revenue this year (2026).AI
prereqSEM_008Training runs costing $10 billion for a single model will commence sometime in 2025.AI
prereq234_012Anthropic revenue will cross OpenAI revenue in middle of 2026Markets/Stocks
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_005Stargate is a $500 billion multiyear capex program for distributed AI data-center construction (2025-2028, with Trump administration partnership).AI/Infrastructure
prereq244_026Uber platform will grow from 10M to 20M people by 2035Labor/Jobs
prereq244_027Uber platform workers in 2035 may be doing different kinds of tasksLabor/Jobs
prereq240_035Meta secured 6.6 GW of clean nuclear power for 2035Energy
prereq230_027We are in an intelligence revolution — a war on scarce human attention — weapon is the token.AI
prereq238_043A mouse will have a full brain uploaded in years, not decades; first human whole-brain emulation also years awayBiotech/Longevity
killerTK14Superbubble Pop (S&P 500 -40%, Moonshot Capital Evaporates)
killerTK01AGI Capability Plateau (2026-27 Training Stall)
killerTK03AI Regulatory Moratorium (EU/US Capability Freeze)

Dependents (3)

Predictions enabled by this
TypePredTitleDomainLag
prereq240_036TEPCO's restarted reactor will support 20% of Japan's electric needs by 2040Energy
prereq232_047Mass drivers on the moon will shoot AI satellites into deep space; self-sustaining lunar city will follow.Space
prereq244_029Combustion engines largely gone in 20 years but world will be very differentEnergy

Linked documents (4)

Auto-generated by cosine similarity from Polymarket / Manifold / EDGAR / GDELT
SimSourceTitleMarket probPolarityReviewedPublished
0.591manifoldOn what days will I go to the bathroom more than 5 times a daymentionspending2026-04-28
0.591manifoldOn what days will I go to the bathroom more than 5 times a daymentionspending2026-05-08
0.591manifoldOn what days will I go to the bathroom more than 5 times a daymentionspending2026-05-18
0.563manifoldHow long, on average, will I sleep during mop?mentionspending2026-04-26

Raw metadata

From Thesis_Timeline_v1.0_FINAL workbook
{
  "nia": false,
  "qty": "at least 10 years",
  "url": "https://www.youtube.com/watch?v=toE56X2h0wk",
  "mode": "PREDICTION",
  "role": "Guest-Politician",
  "context": "can I persuade you to put a number to the not for some time? Is it like 10 years that that you think we get humanoid robot plumbers? 20 years what's the the precise time scale you envision? I think human plumbers are safe um for at least 10 years and probably significantly longer.",
  "to_year": 2036,
  "verbatim": "I think human plumbers are safe um for at least 10 years and probably significantly longer.",
  "conv_cues": "I think; at least; probably significantly longer",
  "direction": "NOT_HAPPEN",
  "from_year": 2036,
  "timeframe": "2036+",
  "conv_level": "HIGH",
  "milestones": [
    {
      "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": -11,
      "source_id": "SEM_012",
      "expected_date": "2026-04-29",
      "observed_date": "2026-04-29"
    },
    {
      "kind": "prereq",
      "label": "Training runs costing $10 billion for a single model will commence sometime in 2025.",
      "status": "hit",
      "weight": 0.5,
      "ordinal": -10,
      "source_id": "SEM_008",
      "expected_date": "2026-04-29",
      "observed_date": "2026-04-29"
    },
    {
      "kind": "prereq",
      "label": "Anthropic revenue will cross OpenAI revenue in middle of 2026",
      "status": "hit",
      "weight": 0.5,
      "ordinal": -9,
      "source_id": "234_012",
      "expected_date": "2026-04-29",
      "observed_date": "2026-04-29"
    },
    {
      "kind": "prereq",
      "label": "Anthropic will exceed OpenAI in revenue this year (2026).",
      "status": "hit",
      "weight": 0.5,
      "ordinal": -8,
      "source_id": "235_002",
      "expected_date": "2026-04-29",
      "observed_date": "2026-04-29"
    },
    {
      "kind": "llm_pre_event",
      "label": "Bain / McKinsey / BCG report classifies skilled trades (plumbing/electrical/HVAC) as 'protected' through 2035",
      "source": "Bain humanoid deployment report + BLS Occupational Outlook methodology",
      "status": "pending",
      "weight": 0.4,
      "ordinal": -7,
      "source_id": null,
      "confidence": 0.7,
      "source_url": "https://www.bain.com/insights/humanoid-robots-from-demos-to-deployment-technology-report-2025/",
      "expected_date": "2027-09-16",
      "research_origin": "training",
      "expected_date_range": {
        "to": "2028-12-31",
        "from": "2026-06-01"
      },
      "measurement_criterion": "Tier-1 consultancy or BLS Occupational Outlook publishes report explicitly forecasting <10% AI/robot displacement of plumbing occupations through 2035, with dexterity/unpredictability cited as primary barrier"
    },
    {
      "kind": "prereq",
      "label": "Stargate is a $500 billion multiyear capex program for distributed AI data-center construction (2025-2028, with Trump administration partner",
      "status": "pending",
      "weight": 0.5,
      "ordinal": -6,
      "source_id": "SEM_005",
      "expected_date": "2028-02-09",
      "observed_date": null
    },
    {
      "kind": "llm_pre_event",
      "label": "First commercial humanoid robot demonstrated performing supervised plumbing repair task",
      "source": "Bain 'unpredictable environment' barrier + late-2030s mainstream adoption forecast",
      "status": "pending",
      "weight": 0.4,
      "ordinal": -5,
      "source_id": null,
      "confidence": 0.45,
      "source_url": "https://www.automate.org/industry-insights/humanoid-robots-are-evolving",
      "expected_date": "2030-07-02",
      "research_origin": "training",
      "expected_date_range": {
        "to": "2032-12-31",
        "from": "2028-01-01"
      },
      "measurement_criterion": "Verified third-party demonstration (independent journalist
... (truncated)