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236_023predictionLabor/Jobsjobs

AI will replace white-collar jobs: 20-50% of 70M US office workers in 12-18 months

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
48.9%
evolves via intake + LBP
Conviction
4/5
Signal quality
B
Resolution
pending
Window
2027-01-01 – 2027-12-31
Edges in / out
7 / 1
Tickers exposed
32

Prediction text

AI will replace white-collar jobs: 20-50% of 70M US office workers in 12-18 months | AI will replace large numbers of white collar jobs in 12 to 18 months. 20 to 50% of 70 million US office workers could be displaced. What happens to all of this real estate?

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

Verbatim quote

From episode "Andrew Yang: UBI Before UHI, Solving Job Loss, and the Future of Work | #236"
AI will replace large numbers of white collar jobs in 12 to 18 months. 20 to 50% of 70 million US office workers could be displaced. What happens to all of this real estate?

Resolution evidence

Status: pending

Andrew Yang 20-50% of 70M white collar in 12-18 months (Feb 2027). Q1 2026 layoffs: tech hit ~30K, consulting ~15K. Underemployment at 52% for new grads. Pace currently 5-10%, not 20-50% — but Yang hedged 'over several years'.

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 = 48.9%

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: 7 fired ✓ · 3 pending
  1. 2026-02-25hitYang publishes 'AI Jobpocalypse' warning campaign
    How: Andrew Yang publicly issues 12-18 month warning of 20-50% white-collar displacement (Fortune cover, NYT op-ed, podcast tour)
    Source: https://fortune.com/2026/02/25/andrew-yang-former-presidential-candidate-artifical-intelligence-job-apocalypse-white-collar-cuts-prediction-universal-basic-income/conf 99%
    Notes: HIT — Yang's prediction dated; window starts here for measurement.
  2. 2026-04-15hitTech sector layoffs exceed 150K in H1 2026 with AI-cited
    How: Layoffs.fyi / Challenger Gray data show ≥150K tech layoffs in H1 2026 with ≥40% citing AI replacement
    Source: https://www.tomshardware.com/tech-industry/tech-industry-lays-off-nearly-80-000-employees-in-the-first-quarter-of-2026 — 80K Q1 layoffs, ~50% AI-citedconf 85%
    Notes: HIT (partial) — 80K in Q1 alone with ~50% AI-attributed. On pace for >150K H1.
  3. 2026-09-01 → 2027-04-30pendingBLS occupational employment survey shows ≥3% drop in white-collar OES categories
    How: BLS Occupational Employment and Wage Statistics shows ≥3% YoY decline across white-collar OES categories (paralegals, customer service, accountants, marketing analysts)
    Source: BLS OEWS databaseconf 50%
    Notes: BLS lag means earliest credible data lands late 2026 / early 2027.
  4. 2026-09-01 → 2027-12-31pendingUnemployment rate rises ≥1.5pp from 4.1% baseline
    How: BLS U-3 unemployment rate rises ≥1.5pp from January 2026 baseline (~4.1%) to >5.6% — partial validation of mass-displacement
    Source: BLS Employment Situation Summaryconf 40%
  5. 2027-01-01 → 2027-12-31pendingMajor commercial real-estate vacancy spike (>25% Class-A office)
    How: CBRE/JLL national Class-A office vacancy exceeds 25% (vs ~20% baseline) — Yang's 'real estate' question
    Source: CBRE/JLL/Cushman quarterly reportsconf 35%
  6. 2027-08-01 → 2027-12-31pending20-50% of 70M office workers displaced (resolution criterion)
    How: BLS OEWS + JOLTS show 14-35M office-worker job losses YoY by end-2027 (Yang's 20-50% of 70M)
    Source: BLS OEWS, BLS JOLTSconf 10%
    Notes: Direct test of Yang's claim. 20% (14M) would be Great Recession-scale; 50% (35M) is unprecedented in modern economy. Low probability.

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: 49%)

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
LBP2026-05-10T02:00:02Z48.9%-1.5pp
Network propagation: 50.3% → 48.9%
6-iter LBP, residual 0.00584 · damping 0.5, w_intrinsic 0.5 · method lbp_v3 · run e5c18d29
LBP2026-05-03T02:00:01Z50.3%-2.3pp
Network propagation: 52.6% → 50.4%
6-iter LBP, residual 0.00677 · damping 0.5, w_intrinsic 0.5 · method lbp_v3 · run 1a683ac9
LBP2026-04-30T16:39:51Z52.6%-3.2pp
Network propagation: 55.8% → 52.6%
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
prereq247_058
Jury selection begins April 27, 2026 for Musk v OpenAI trialPeter Diamandis
71.4%0.6000.050-0.051
prereqSEM_042
2025 will be the definitive year that agentic systems finallKevin Weil
73.8%0.6000.050-0.038
prereqSEM_012
Nvidia quadrupled chip production output while only doublingJensen Huang
75.0%0.6000.050-0.030
killerTK04
Macro Recession 2026-27 (Structural Deleveraging)
25.0%0.0500.600-0.026
prereqSEM_008
Training runs costing $10 billion for a single model will coDario Amodei
76.9%0.6000.050-0.020

Top outgoing (children)

Predictions THIS node influences

KindNodeTheir probP(c|s=T)P(c|s=F)Δ implied
prereq234_036
Job displacement will be issue 6-10 not top 5 in 10 years; AAlex Wissner-Gross
28.8%0.4500.050-0.047

Ticker exposure

32 ticker(s) linked

Beneficiaries (23)

ADUSCOURDOCNFROGGTLBINODPLROLSPIRSRFMUDMYTEAMNFLXPLTRRDDTUBERAMZNBABASPOTGDDYGOOGLMETAMSFT

Adverse (6)

RHIBXPSLGMANKFYTNET

Prerequisites (7)

Predictions that must hit first
TypePredTitleDomainLag
prereq247_058Jury selection begins April 27, 2026 for Musk v OpenAI trialAI
prereqSEM_008Training runs costing $10 billion for a single model will commence sometime in 2025.AI
prereq238_009Recursive self-improvement is already happening now (no longer three years out)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
killerTK04Macro Recession 2026-27 (Structural Deleveraging)
killerTK07Labor Political Backlash (UBI Mandate / AI Tax)

Dependents (1)

Predictions enabled by this
TypePredTitleDomainLag
prereq234_036Job displacement will be issue 6-10 not top 5 in 10 years; AI discoveries will dominateLabor/Jobs

Expected milestones (1)

From Sheet 17 Monitoring Triggers
Expected byDescriptionStatus
2028-09-30[Labor/Policy 2028-09] [236_023] BLS employment reports; tech layoff trackers; Underemployment rate; Yang quarterly updates [234_034] BLS employment reports; tech layoff trackers; Underemployment rate; Yang quarterly updates [236_00pending

Linked documents (2)

Auto-generated by cosine similarity from Polymarket / Manifold / EDGAR / GDELT
SimSourceTitleMarket probPolarityReviewedPublished
0.593manifoldWill the Jones Act be in effect for more than half of 2027?38%mentionspending2026-06-05
0.579polymarketTrump out as President by April 30?0%mentionspending2026-03-26

Raw metadata

From Thesis_Timeline_v1.0_FINAL workbook
{
  "nia": false,
  "qty": "20-50% of 70M office workers",
  "url": "https://www.youtube.com/watch?v=toE56X2h0wk",
  "mode": "PREDICTION",
  "role": "Guest-Politician",
  "caveats": "'could be displaced'",
  "context": "I want to take us forward to a tweet you sent out that went viral. Um, which is the end of the office. Um, AI will replace large numbers of white collar jobs in 12 to 18 months. 20 to 50% of 70 million US office workers could be displaced.",
  "to_year": 2027,
  "cited_by": "Peter Diamandis (quoting Yang's tweet)",
  "verbatim": "AI will replace large numbers of white collar jobs in 12 to 18 months. 20 to 50% of 70 million US office workers could be displaced. What happens to all of this real estate?",
  "conv_cues": "will replace",
  "direction": "NUMERIC_TARGET",
  "from_year": 2027,
  "timeframe": "2027-2027 (12-18 months)",
  "conv_level": "HIGH",
  "milestones": [
    {
      "kind": "llm_pre_event",
      "label": "Yang publishes 'AI Jobpocalypse' warning campaign",
      "notes": "HIT — Yang's prediction dated; window starts here for measurement.",
      "source": "https://fortune.com/2026/02/25/andrew-yang-former-presidential-candidate-artifical-intelligence-job-apocalypse-white-collar-cuts-prediction-universal-basic-income/",
      "status": "hit",
      "weight": 0.4,
      "ordinal": -10,
      "source_id": null,
      "confidence": 0.99,
      "source_url": "https://fortune.com/2026/02/25/andrew-yang-former-presidential-candidate-artifical-intelligence-job-apocalypse-white-collar-cuts-prediction-universal-basic-income/",
      "expected_date": "2026-02-25",
      "observed_date": "2026-02-25",
      "research_origin": "deep_research",
      "measurement_criterion": "Andrew Yang publicly issues 12-18 month warning of 20-50% white-collar displacement (Fortune cover, NYT op-ed, podcast tour)"
    },
    {
      "kind": "llm_pre_event",
      "label": "Tech sector layoffs exceed 150K in H1 2026 with AI-cited",
      "notes": "HIT (partial) — 80K in Q1 alone with ~50% AI-attributed. On pace for >150K H1.",
      "source": "https://www.tomshardware.com/tech-industry/tech-industry-lays-off-nearly-80-000-employees-in-the-first-quarter-of-2026 — 80K Q1 layoffs, ~50% AI-cited",
      "status": "hit",
      "weight": 0.4,
      "ordinal": -9,
      "source_id": null,
      "confidence": 0.85,
      "source_url": "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-ai",
      "expected_date": "2026-04-01",
      "observed_date": "2026-04-15",
      "research_origin": "deep_research",
      "expected_date_range": {
        "to": "2026-06-30",
        "from": "2026-01-01"
      },
      "measurement_criterion": "Layoffs.fyi / Challenger Gray data show ≥150K tech layoffs in H1 2026 with ≥40% citing AI replacement"
    },
    {
      "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": -8,
      "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": -7,
      "source_id": "SEM_008",
      "expected_date": "2026-04-29",
      "observed_date": "2026-04-29"
    },
    {
      "kind": "prereq",
      "label": "2025 will be the definitive year that agentic systems finally hit the mainstream.",
      "status": "hit",
      "weight": 0.5,
      "ordinal": -6,
      "source_id": "SEM_042",
      "expected_date": "2026-04-29",
      "observed_date": "2026-04-29"
    },
    {
      "kind": "prereq",
      "label": "Jury selection begins April 27, 2026 for Musk v OpenAI trial",
      "statu
... (truncated)