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236_046predictionMacro/EconomyAI-timing

Social unrest unfortunately much closer than we'd like to think

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
50.8%
evolves via intake + LBP
Conviction
4/5
Signal quality
C
Resolution
pending
Window
2026-06-01 – 2026-06-30
Edges in / out
8 / 5
Tickers exposed
33

Prediction text

Social unrest unfortunately much closer than we'd like to think | like the unrest is unfortunately much closer than we'd like to think.

Verbatim quote

From episode "Andrew Yang: UBI Before UHI, Solving Job Loss, and the Future of Work | #236"
like the unrest is unfortunately much closer than we'd like to think.

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 = 50.8%

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: 9 fired ✓
  1. 2026-02-15hitLondon anti-AI march at OpenAI/DeepMind/Meta HQs (largest AI protest to date)
    How: Hundreds-to-thousands attend coordinated march at frontier AI HQs; signed Pro-Human AI Declaration
    Source: MIT Technology Review — Resistance: 10 Things That Matter in AI Right Now (April 2026)conf 95%
    Notes: HIT — February 2026 London march, Pro-Human AI Declaration signed by MAGA, DSA, labor and church coalition.
  2. 2026-02-28hitMajor-tech mass-layoff cluster Q1 2026 (Block 40%, Atlassian 1,600+)
    How: Two or more US tech firms with >5,000 headcount announce >=10% workforce cuts within a 60-day window, citing AI/automation
    Source: MIT Tech Review reporting on Block / Atlassian layoffsconf 92%
    Notes: HIT — Block (40%) + Atlassian (1,600) within weeks of each other, fueling unrest narrative.
  3. 2026-04-01hitUS ranks 3rd globally for civil unrest risk; sharpest 12-month protest-size increase
    How: Maplecroft / Verisk political risk index ranks US in top-3 for unrest with documented sharpest size-of-protest increase globally
    Source: Maplecroft — Escalating unrest, polarisation, economic woes set stage for disruptive 2026conf 90%
  4. 2026-04-15hitMay 1, 2026 mass labor protests in US (>500 organizations participating)
    How: >=500 labor unions / student groups / community orgs commit to coordinated nationwide May Day protest action against AI displacement / billionaire policy
    Source: Newsweek — May Day Protests: Workers, Students Urged To Walk Out Across US (April 2026)conf 92%
    Notes: HIT — 500+ organizations confirmed for May 1 2026 'tax the rich / end ICE' day-of-action; 63 protests already monitored as of mid-April.
  5. 2026-06-01 → 2026-08-31pendingSingle-day US protest crowd >=500K nationwide (June-Aug 2026)
    How: Coordinated nationwide US protest day exceeds 500,000 participants per Crowd Counting Consortium / ACLED
    Source: Crowd Counting Consortium, ACLEDconf 55%
    Notes: Cascade — would constitute 'much closer than we'd like to think' threshold.
  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: 51%)

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
LBP2026-05-10T02:00:02Z50.8%-1.2pp
Network propagation: 51.9% → 50.8%
6-iter LBP, residual 0.00584 · damping 0.5, w_intrinsic 0.5 · method lbp_v3 · run e5c18d29
LBP2026-05-03T02:00:01Z51.9%-1.8pp
Network propagation: 53.7% → 51.9%
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
prereqSEM_042
2025 will be the definitive year that agentic systems finallKevin Weil
73.8%0.6000.050-0.057
prereq235_038
David Sinclair begins partial epigenetic reprogramming trialPeter Diamandis
74.0%0.6000.050-0.055
prereqSEM_012
Nvidia quadrupled chip production output while only doublingJensen Huang
75.0%0.6000.050-0.049
prereqSEM_008
Training runs costing $10 billion for a single model will coDario Amodei
76.9%0.6000.050-0.039
killerTK03
AI Regulatory Moratorium (EU/US Capability Freeze)
10.0%0.0500.600+0.037

Top outgoing (children)

Predictions THIS node influences

KindNodeTheir probP(c|s=T)P(c|s=F)Δ implied
prereqSEM_034
True artificial general intelligence will be achieved betweeDemis Hassabis
28.7%0.5500.050+0.013
prereq239_008
Moon base will exist in 10 yearsElon Musk
28.8%0.5500.050+0.012
prereq235_030
Ray Kurzweil predicts Longevity Escape Velocity (LEV) by 203Ray Kurzweil
39.2%0.7500.050+0.008
prereq240_036
TEPCO's restarted reactor will support 20% of Japan's electrPeter Diamandis
34.3%0.6500.050+0.008
prereq246_016
Dragonfly nuclear-powered octicopter arrives at Titan in 203Peter Diamandis
35.6%0.6500.050-0.006

Ticker exposure

33 ticker(s) linked

Beneficiaries (23)

SOUNCRWVSITMNVDAARMGTLBBBAITSMAPLDCEVAAIMSFTMRVLSFTBYORCLQCOMAVGOBABAAMDGOOGLIBMAMZNMETA

Adverse (6)

WNSCHGGCTSHIBMINFYACN

Prerequisites (8)

Predictions that must hit first
TypePredTitleDomainLag
prereq238_009Recursive self-improvement is already happening now (no longer three years out)AI
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
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
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": "Even recognizing that people are going to slip through the cracks. Like even if we were to do a lot of good things like that there there's I mean this is where Elon's I I predict universal high income and social unrest. It's like the unrest is unfortunately much closer than we'd like to think.",
  "to_year": 2027,
  "verbatim": "like the unrest is unfortunately much closer than we'd like to think.",
  "conv_cues": "much closer than we'd like",
  "direction": "HAPPEN",
  "from_year": 2026,
  "timeframe": "Near-term",
  "conv_level": "HIGH",
  "milestones": [
    {
      "kind": "llm_pre_event",
      "label": "London anti-AI march at OpenAI/DeepMind/Meta HQs (largest AI protest to date)",
      "notes": "HIT — February 2026 London march, Pro-Human AI Declaration signed by MAGA, DSA, labor and church coalition.",
      "source": "MIT Technology Review — Resistance: 10 Things That Matter in AI Right Now (April 2026)",
      "status": "hit",
      "weight": 0.4,
      "ordinal": -9,
      "source_id": null,
      "confidence": 0.95,
      "source_url": "https://www.technologyreview.com/2026/04/21/1135665/resistance-ai-artificial-intelligence-backlash-protests/",
      "expected_date": "2026-02-15",
      "observed_date": "2026-02-15",
      "research_origin": "deep_research",
      "measurement_criterion": "Hundreds-to-thousands attend coordinated march at frontier AI HQs; signed Pro-Human AI Declaration"
    },
    {
      "kind": "llm_pre_event",
      "label": "Major-tech mass-layoff cluster Q1 2026 (Block 40%, Atlassian 1,600+)",
      "notes": "HIT — Block (40%) + Atlassian (1,600) within weeks of each other, fueling unrest narrative.",
      "source": "MIT Tech Review reporting on Block / Atlassian layoffs",
      "status": "hit",
      "weight": 0.4,
      "ordinal": -8,
      "source_id": null,
      "confidence": 0.92,
      "source_url": "https://www.technologyreview.com/2026/04/21/1135665/resistance-ai-artificial-intelligence-backlash-protests/",
      "expected_date": "2026-02-28",
      "observed_date": "2026-02-28",
      "research_origin": "deep_research",
      "measurement_criterion": "Two or more US tech firms with >5,000 headcount announce >=10% workforce cuts within a 60-day window, citing AI/automation"
    },
    {
      "kind": "llm_pre_event",
      "label": "US ranks 3rd globally for civil unrest risk; sharpest 12-month protest-size increase",
      "source": "Maplecroft — Escalating unrest, polarisation, economic woes set stage for disruptive 2026",
      "status": "hit",
      "weight": 0.4,
      "ordinal": -7,
      "source_id": null,
      "confidence": 0.9,
      "source_url": "https://www.maplecroft.com/solutions/consulting/political-risk/insights/escalating-unrest-polarisation-economic-woes-set-stage-for-disruptive-2026/",
      "expected_date": "2026-04-01",
      "observed_date": "2026-04-01",
      "research_origin": "deep_research",
      "measurement_criterion": "Maplecroft / Verisk political risk index ranks US in top-3 for unrest with documented sharpest size-of-protest increase globally"
    },
    {
      "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": "Training runs costing $10 billion for a single model will commence sometime in 2025.",
      "status": "hit",
      "weight": 0.5,
      "ordinal": -5,
      "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
... (truncated)