← Cockpit
236_041predictionLabor/JobsAI-scaling

Gig work like Uber will be eliminated by AI

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
46.1%
evolves via intake + LBP
Conviction
4/5
Signal quality
B
Resolution
pending
Window
2026-04-30 – 2029-03-31
Edges in / out
11 / 5
Tickers exposed
37

Prediction text

Gig work like Uber will be eliminated by AI | Many Americans rely on gig work like Uber for income. Once AI eliminates those jobs, $400 a month is gone... You're absolutely right. This is going away.

Verbatim quote

From episode "Andrew Yang: UBI Before UHI, Solving Job Loss, and the Future of Work | #236"
Many Americans rely on gig work like Uber for income. Once AI eliminates those jobs, $400 a month is gone... You're absolutely right. This is going away.

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

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 = 46.1%

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 ✓ · 4 pending
  1. 2026-04-30hitUber commits >$1B capital to robotaxi fleet purchases
    How: Uber publicly commits ≥$1B for robotaxi fleet investment / partnership purchase
    Source: https://www.insightnews.com/news/uber-bets-1-25-billion-on-a-robotaxi-future-and-gig-drivers-may-pay-the/article_7b325e69-3414-410e-9a2e-b4063d580ddc.htmlconf 95%
    Notes: HIT — Uber $1.25B robotaxi commitment widely reported
  2. 2026-12-31pendingGridwise reports ≥10% rideshare driver earnings drop in AV cities
    How: Gridwise Analytics or similar reports rideshare driver earnings down ≥10% YoY in cities with active robotaxi service
    Source: https://gadallon.substack.com/p/the-impact-of-robotaxis-on-gig-workerconf 75%
  3. 2026-06-01 → 2027-12-31pendingUber CEO formally guides drivers as transition risk in 10K filing
    How: Uber 10-K or 10-Q risk-factor section explicitly cites driver displacement by AVs as material risk with timeline
    Source: https://fortune.com/2026/02/23/uber-ceo-dara-khosrowshahi-robotaxis-autonomous-vehicles-diary-of-a-ceo-podcast/conf 70%
  4. 2027-01-01 → 2028-12-31pendingRobotaxi share crosses 8% of US ridehail market
    How: Goldman Sachs / SAE / public ridehail data shows AV trips ≥8% of US ridehail volume
    Source: https://gadallon.substack.com/p/the-impact-of-robotaxis-on-gig-workerconf 70%
    Notes: Goldman 2025 forecast: 35K robotaxis by 2030 = ~8% of ridehail
  5. 2027-06-01 → 2029-03-31pendingRobotaxi displacement of frontline driving jobs reaches 20% in test cities
    How: Transport Policy / academic study shows 20%+ reduction in human ridehail driver hours in cities with mature robotaxi fleets
    Source: https://gadallon.substack.com/p/the-impact-of-robotaxis-on-gig-workerconf 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: 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
LBP2026-05-17T02:00:01Z46.1%-1.0pp
Network propagation: 47.2% → 46.1%
5-iter LBP, residual 0.00689 · damping 0.5, w_intrinsic 0.5 · method lbp_v3 · run e607fa96
LBP2026-05-10T02:00:02Z47.2%-2.0pp
Network propagation: 49.2% → 47.2%
6-iter LBP, residual 0.00584 · damping 0.5, w_intrinsic 0.5 · method lbp_v3 · run e5c18d29
LBP2026-05-03T02:00:01Z49.2%-3.8pp
Network propagation: 52.9% → 49.2%
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
prereqS_AGI_MID_2029
AGI mid: Kurzweil 2029 path
35.0%0.6000.050-0.219
killerTK03
AI Regulatory Moratorium (EU/US Capability Freeze)
10.0%0.0500.600+0.084
killerTK02
AI Compute Supply Shock (TSMC/Taiwan Disruption)
12.0%0.0500.600+0.073
prereqSEM_014
Nvidia's Arizona-based TSMC factory successfully fabricated Jensen Huang
86.1%0.6000.050+0.057
killerTK01
AGI Capability Plateau (2026-27 Training Stall)
15.0%0.0500.600+0.056

Top outgoing (children)

Predictions THIS node influences

KindNodeTheir probP(c|s=T)P(c|s=F)Δ implied
prereq232_057
First person to arrive on moon/Mars will find bed made by OpDave Blundin
34.8%0.6000.050-0.047
prereq242_023
World will have 10x more wealth around 2034-2036Dave Blundin
34.2%0.6000.050-0.041
prereq246_016
Dragonfly nuclear-powered octicopter arrives at Titan in 203Peter Diamandis
35.6%0.6500.050-0.033
prereq230_020
Peter's 14-year-old son Milan will never get a driver's licePeter Diamandis
34.7%0.6500.050-0.023
prereq240_036
TEPCO's restarted reactor will support 20% of Japan's electrPeter Diamandis
34.3%0.6500.050-0.019

Ticker exposure

37 ticker(s) linked

Beneficiaries (24)

MUWULFIRENEQIXALABAPLDASMIYASMLPLABNVDANBISCRWVAAPLAMTAMZNDELLGOOGLIRMLNVGYMETAMSFTORCLSFTBYSTX

Adverse (6)

ACNGENCHGGIBMWNSLRN

Prerequisites (11)

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
prereqS_AGI_MID_2029AGI mid: Kurzweil 2029 pathagi_general_capability
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
prereq230_020Peter's 14-year-old son Milan will never get a driver's license.Auto/Transport
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
prereq232_057First person to arrive on moon/Mars will find bed made by Optimus robots; robots not astronauts lead exploration.Robotics
prereq242_023World will have 10x more wealth around 2034-2036Macro/Economy

Raw metadata

From Thesis_Timeline_v1.0_FINAL workbook
{
  "nia": false,
  "url": "https://www.youtube.com/watch?v=toE56X2h0wk",
  "mode": "PREDICTION",
  "role": "Host",
  "context": "Many Americans rely on gig work like Uber for income. Once AI eliminates those jobs, $400 a month is gone. Who's addressed this impact? ... you're absolutely right. This is going away. No one's creating a road map for you.",
  "verbatim": "Many Americans rely on gig work like Uber for income. Once AI eliminates those jobs, $400 a month is gone... You're absolutely right. This is going away.",
  "conv_cues": "absolutely right; going away",
  "direction": "HAPPEN",
  "timeframe": "Unspecified future",
  "conv_level": "HIGH",
  "milestones": [
    {
      "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": "llm_pre_event",
      "label": "Uber commits >$1B capital to robotaxi fleet purchases",
      "notes": "HIT — Uber $1.25B robotaxi commitment widely reported",
      "source": "https://www.insightnews.com/news/uber-bets-1-25-billion-on-a-robotaxi-future-and-gig-drivers-may-pay-the/article_7b325e69-3414-410e-9a2e-b4063d580ddc.html",
      "status": "hit",
      "weight": 0.4,
      "ordinal": -5,
      "source_id": null,
      "confidence": 0.95,
      "source_url": "https://www.insightnews.com/news/uber-bets-1-25-billion-on-a-robotaxi-future-and-gig-drivers-may-pay-the/article_7b325e69-3414-410e-9a2e-b4063d580ddc.html",
      "expected_date": "2026-04-30",
      "observed_date": "2026-04-30",
      "research_origin": "deep_research",
      "measurement_criterion": "Uber publicly commits ≥$1B for robotaxi fleet investment / partnership purchase"
    },
    {
      "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": -4,
      "source_id": "SEM_015",
      "expected_date": "2026-06-25",
      "observed_date": null
    },
    {
      "kind": "llm_pre_event",
      "label": "Gridwise reports ≥10% rideshare driver earnings drop in AV cities",
      "source": "https://gadallon.substack.com/p/the-impact-of-robotaxis-on-gig-worker",
      "status": "pending",
      "weight": 0.4,
      "ordinal": -3,
      "source_id": null,
      "confidence": 0.75,
      "source_url": "https://gadallon.substack.com/p/the-impact-of-robotaxis-on-gig-worker",
      "expected_date": "2026-12-31",
      "research_origin": "deep_research",
      "measurement_criterion": "Gridwise Analytics or similar reports rideshare driver earnings down ≥10% YoY in cities with active robotaxi service"
    },
 
... (truncated)