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236_035predictionLabor/JobsAI-timing

Significant proportion of Americans will serve the top 20% as nannies/assistants

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
46.3%
evolves via intake + LBP
Conviction
4/5
Signal quality
C
Resolution
pending
Window
2026-04-30 – 2029-03-31
Edges in / out
9 / 5
Tickers exposed
33

Prediction text

Significant proportion of Americans will serve the top 20% as nannies/assistants | you're certainly going to see a significant proportion of Americans uh whose job it is to serve the top layer, the top 20%. You're going to see nannies, you're going to see um personal assistants, you're going to see personal trainers

Verbatim quote

From episode "Andrew Yang: UBI Before UHI, Solving Job Loss, and the Future of Work | #236"
you're certainly going to see a significant proportion of Americans uh whose job it is to serve the top layer, the top 20%. You're going to see nannies, you're going to see um personal assistants, you're going to see personal trainers

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

5 prob_history rows
0%25%50%75%100%prior 60%2026-04-302026-05-032026-05-17
intake v2milestone miss sweeplbp propagationreference class assignedlegacy v1prior_prob (analyst seed)current = 46.3%

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: 8 fired ✓ · 2 pending
  1. 2024-03-01hitBLS confirms 2.2M U.S. domestic workers (nannies/caregivers/cleaners) baseline
    How: EPI/DOL chartbook documents domestic-worker count baseline at ~2.2M
    Source: https://www.epi.org/publication/domestic-workers-chartbook-a-comprehensive-look-at-the-demographics-wages-benefits-and-poverty-rates-of-the-professionals-who-care-for-our-family-members-and-clean-our-homes/conf 95%
  2. 2025-09-04hitBLS Employment Projections 2024-34 published with personal-care/service growth
    How: BLS publishes 2024-34 occupational projections; personal-care and home-health services among fastest-growing categories
    Source: https://www.bls.gov/opub/mlr/2026/article/industry-and-occupational-employment-projections-overview.htmconf 95%
  3. 2026-04-06hitAI-driven white-collar layoffs visible in 2026 monthly NFP
    How: Goldman Sachs estimates AI cuts 16K U.S. jobs/month and adds 0.1pp to unemployment
    Source: https://fortune.com/2026/04/06/ai-tech-displacement-effect-gen-z-16000-jobs-per-month/conf 85%
    Notes: Mechanism feeds Yang's thesis — displaced white-collar workers absorbed into service economy.
  4. 2027-06-01 → 2029-03-31pendingTop-quintile household services spending share rises ≥20%
    How: BLS Consumer Expenditure Survey shows top quintile household services spending up ≥20% vs 2024
    Source: BLS CEXconf 50%
  5. 2027-09-01 → 2028-12-31pendingPersonal-care + private-household occupations grow ≥15% vs 2024 baseline
    How: BLS CES private-household-services + personal-care-aides employment up ≥15% vs 2024 average
    Source: BLS Current Employment Statisticsconf 55%
  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: 46%)

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
LBP2026-05-17T02:00:01Z46.3%-1.2pp
Network propagation: 47.6% → 46.3%
5-iter LBP, residual 0.00689 · damping 0.5, w_intrinsic 0.5 · method lbp_v3 · run e607fa96
LBP2026-05-10T02:00:02Z47.6%-2.2pp
Network propagation: 49.8% → 47.6%
6-iter LBP, residual 0.00584 · damping 0.5, w_intrinsic 0.5 · method lbp_v3 · run e5c18d29
LBP2026-05-03T02:00:01Z49.8%-3.9pp
Network propagation: 53.7% → 49.8%
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
prereqS_AGI_MID_2029
AGI mid: Kurzweil 2029 path
35.0%0.6000.050-0.221
killerTK03
AI Regulatory Moratorium (EU/US Capability Freeze)
10.0%0.0500.600+0.082
killerTK01
AGI Capability Plateau (2026-27 Training Stall)
15.0%0.0500.600+0.054
killerTK14
Superbubble Pop (S&P 500 -40%, Moonshot Capital Evaporates)
20.0%0.0500.600+0.027
prereqSEM_042
2025 will be the definitive year that agentic systems finallKevin Weil
73.8%0.6000.050-0.013

Top outgoing (children)

Predictions THIS node influences

KindNodeTheir probP(c|s=T)P(c|s=F)Δ implied
prereq246_016
Dragonfly nuclear-powered octicopter arrives at Titan in 203Peter Diamandis
35.6%0.6500.050-0.032
prereq235_030
Ray Kurzweil predicts Longevity Escape Velocity (LEV) by 203Ray Kurzweil
39.2%0.7500.050-0.023
prereq240_036
TEPCO's restarted reactor will support 20% of Japan's electrPeter Diamandis
34.3%0.6500.050-0.019
prereq239_008
Moon base will exist in 10 yearsElon Musk
28.8%0.5500.050-0.010
prereqSEM_034
True artificial general intelligence will be achieved betweeDemis Hassabis
28.7%0.5500.050-0.009

Ticker exposure

33 ticker(s) linked

Beneficiaries (23)

SOUNCRWVSITMNVDAARMGTLBBBAITSMAPLDCEVAAIMSFTMRVLSFTBYORCLQCOMAVGOBABAAMDGOOGLIBMAMZNMETA

Adverse (6)

WNSCHGGCTSHIBMINFYACN

Prerequisites (9)

Predictions that must hit first
TypePredTitleDomainLag
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
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
prereqS_AGI_MID_2029AGI mid: Kurzweil 2029 pathagi_general_capability
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

Raw metadata

From Thesis_Timeline_v1.0_FINAL workbook
{
  "nia": false,
  "url": "https://www.youtube.com/watch?v=toE56X2h0wk",
  "mode": "PREDICTION",
  "role": "Guest-Politician",
  "context": "you're certainly going to see a significant proportion of Americans uh whose job it is to serve the top layer, the top 20%. You're going to see nannies, you're going to see um personal assistants, you're going to see personal trainers, you do now.",
  "verbatim": "you're certainly going to see a significant proportion of Americans uh whose job it is to serve the top layer, the top 20%. You're going to see nannies, you're going to see um personal assistants, you're going to see personal trainers",
  "conv_cues": "certainly going to see",
  "direction": "HAPPEN",
  "timeframe": "Unspecified future",
  "conv_level": "HIGH",
  "milestones": [
    {
      "kind": "llm_pre_event",
      "label": "BLS confirms 2.2M U.S. domestic workers (nannies/caregivers/cleaners) baseline",
      "source": "https://www.epi.org/publication/domestic-workers-chartbook-a-comprehensive-look-at-the-demographics-wages-benefits-and-poverty-rates-of-the-professionals-who-care-for-our-family-members-and-clean-our-homes/",
      "status": "hit",
      "weight": 0.4,
      "ordinal": -10,
      "source_id": null,
      "confidence": 0.95,
      "source_url": "https://www.epi.org/publication/domestic-workers-chartbook-a-comprehensive-look-at-the-demographics-wages-benefits-and-poverty-rates-of-the-professionals-who-care-for-our-family-members-and-clean-our-homes/",
      "expected_date": "2024-03-01",
      "observed_date": "2024-03-01",
      "research_origin": "deep_research",
      "measurement_criterion": "EPI/DOL chartbook documents domestic-worker count baseline at ~2.2M"
    },
    {
      "kind": "llm_pre_event",
      "label": "BLS Employment Projections 2024-34 published with personal-care/service growth",
      "source": "https://www.bls.gov/opub/mlr/2026/article/industry-and-occupational-employment-projections-overview.htm",
      "status": "hit",
      "weight": 0.4,
      "ordinal": -9,
      "source_id": null,
      "confidence": 0.95,
      "source_url": "https://www.bls.gov/opub/mlr/2026/article/industry-and-occupational-employment-projections-overview.htm",
      "expected_date": "2025-09-01",
      "observed_date": "2025-09-04",
      "research_origin": "deep_research",
      "measurement_criterion": "BLS publishes 2024-34 occupational projections; personal-care and home-health services among fastest-growing categories"
    },
    {
      "kind": "llm_pre_event",
      "label": "AI-driven white-collar layoffs visible in 2026 monthly NFP",
      "notes": "Mechanism feeds Yang's thesis — displaced white-collar workers absorbed into service economy.",
      "source": "https://fortune.com/2026/04/06/ai-tech-displacement-effect-gen-z-16000-jobs-per-month/",
      "status": "hit",
      "weight": 0.4,
      "ordinal": -8,
      "source_id": null,
      "confidence": 0.85,
      "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 estimates AI cuts 16K U.S. jobs/month and adds 0.1pp to unemployment"
    },
    {
      "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": -7,
      "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": -6,
      "source_id": "SEM_008",
      "expected_date": "2026-04-29",
      "observed_date": "2026-04-29"
    },
    {
      "kind": "prereq",
     
... (truncated)