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240_043predictionLabor/JobsAI-timing

CS placements collapsed from 89% to 19% over 3 years; similar collapse coming for other professions

Predictor: Peter Diamandis · ep#240 "NVIDIA's $1 Trillion Prediction, Anthropic Beats OpenAI, Tesla vs. TSMC & The CS Job Collapse" · source

Prior probability
65.0%
Current probability
55.0%
evolves via intake + LBP
Conviction
4/5
Signal quality
B
Resolution
pending
Window
2026-06-01 – 2026-06-30
Edges in / out
8 / 5
Tickers exposed
33

Prediction text

CS placements collapsed from 89% to 19% over 3 years; similar collapse coming for other professions | we're going to start to see this in a multitude of different areas. Medical school, lawyers, right? Um accountants

Verbatim quote

From episode "NVIDIA's $1 Trillion Prediction, Anthropic Beats OpenAI, Tesla vs. TSMC & The CS Job Collapse"
we're going to start to see this in a multitude of different areas. Medical school, lawyers, right? Um accountants

Predictor: Peter Diamandis

κ + Brier as of 2026-05-22
κ (discount)
0.875
Brier
0.0367
excellent
Hits / Misses
10 / 0
of 15 resolved
Hit rate
66.7%
Calibration plot (stated vs observed)

Evidence about this node from Peter Diamandis 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 65%2026-04-302026-05-032026-05-10
intake v2milestone miss sweeplbp propagationreference class assignedlegacy v1prior_prob (analyst seed)current = 55.0%

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: 8 fired ✓
  1. 2026-01-15hitCS recent grad unemployment hits historic high
    How: Federal Reserve / NACE / NY Fed data shows CS recent grad unemployment >=6% for Q4 2025
    Source: https://www.cnn.com/2025/08/28/tech/computer-science-graduates-job-hunt-aiconf 99%
    Notes: HIT — CS unemployment hit 6.1% in 2025, recent grad unemployment 5.7% in Q4 2025 (worse than 2008 financial crisis).
  2. 2026-04-01hitCS enrollment drops 8.1% in 2025-2026 academic year
    How: NCES/NSC reports show >=5% YoY decline in CS program enrollment for 2025-2026
    Source: https://www.cnn.com/2025/08/28/tech/computer-science-graduates-job-hunt-aiconf 95%
    Notes: HIT — CS enrollment dropped 8.1% (steepest of any field).
  3. 2025-08-28hitSoftware development job postings down 70%+ from 2022 peak
    How: Indeed/LinkedIn/Hiring Lab data confirms software development job postings >=70% below Feb 2022 peak
    Source: https://www.cnn.com/2025/08/28/tech/computer-science-graduates-job-hunt-aiconf 95%
    Notes: HIT — Indeed software development postings fell 71% Feb 2022 to August 2025.
  4. 2026-03-01 → 2027-03-31pendingMedical school residency match data shows AI-driven specialty shift
    How: NRMP Match data shows specialty distribution shifting away from radiology/pathology (high AI substitution) toward procedural specialties
    Source: NRMP Annual Match Reportconf 45%
  5. 2026-06-01 → 2026-12-31pendingLaw school applicant counts and entry-level associate hiring decline
    How: LSAC and NALP report >=5% YoY decline in BigLaw entry-level associate hiring driven by AI document review/research substitution
    Source: Industry trackers (NALP, LSAC, AmLaw 100)conf 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: 55%)

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
LBP2026-05-10T02:00:02Z55.0%-1.3pp
Network propagation: 56.3% → 55.0%
6-iter LBP, residual 0.00584 · damping 0.5, w_intrinsic 0.5 · method lbp_v3 · run e5c18d29
LBP2026-05-03T02:00:01Z56.3%-2.0pp
Network propagation: 58.2% → 56.3%
6-iter LBP, residual 0.00677 · damping 0.5, w_intrinsic 0.5 · method lbp_v3 · run 1a683ac9
LBP2026-04-30T16:39:51Z58.2%-2.7pp
Network propagation: 60.9% → 58.2%
5-iter LBP, residual 0.00825 · damping 0.5, w_intrinsic 0.5 · method lbp_v2 · run 0c8a4ea3
LBP2026-04-30T02:18:57Z60.9%-4.1pp
Network propagation: 65.0% → 60.9%
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%0.6500.050-0.063
prereq235_038
David Sinclair begins partial epigenetic reprogramming trialPeter Diamandis
74.0%0.6500.050-0.060
prereqSEM_012
Nvidia quadrupled chip production output while only doublingJensen Huang
75.0%0.6500.050-0.054
prereqSEM_008
Training runs costing $10 billion for a single model will coDario Amodei
76.9%0.6500.050-0.043
killerTK03
AI Regulatory Moratorium (EU/US Capability Freeze)
10.0%0.0500.650+0.040

Top outgoing (children)

Predictions THIS node influences

KindNodeTheir probP(c|s=T)P(c|s=F)Δ implied
prereq235_030
Ray Kurzweil predicts Longevity Escape Velocity (LEV) by 203Ray Kurzweil
39.2%0.7500.050+0.037
prereqSEM_034
True artificial general intelligence will be achieved betweeDemis Hassabis
28.7%0.5500.050+0.034
prereq239_008
Moon base will exist in 10 yearsElon Musk
28.8%0.5500.050+0.033
prereq240_036
TEPCO's restarted reactor will support 20% of Japan's electrPeter Diamandis
34.3%0.6500.050+0.032
prereq246_016
Dragonfly nuclear-powered octicopter arrives at Titan in 203Peter Diamandis
35.6%0.6500.050+0.019

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

Linked documents (10)

Auto-generated by cosine similarity from Polymarket / Manifold / EDGAR / GDELT
SimSourceTitleMarket probPolarityReviewedPublished
0.603gdelt394371mentionspending2026-04-30
0.593polymarketCounter-Strike: ex-Zero Tenacity vs BIG Academy (BO3) - CCT Europe Closed Qualifier: Series #4 Group D100%mentionspending2026-06-05
0.590gdeltmentionspending2026-04-30
0.588manifoldWill I Pass My Exams or Will I Pass Away?mentionspending2026-05-28
0.579gdelt5531866mentionspending2026-04-30
0.576gdeltmentionspending2026-04-30
0.575manifoldWill I place last in Masters Season 37?27%mentionspending2026-05-04
0.575manifold1 in 6 Adults are NEET in 2031 (UK)22%mentionspending2026-05-28
0.570gdeltmentionspending2026-04-30
0.569gdeltmentionspending2026-04-30

Raw metadata

From Thesis_Timeline_v1.0_FINAL workbook
{
  "nia": false,
  "url": "https://www.youtube.com/watch?v=uOGHXAfvK8w",
  "mode": "PREDICTION",
  "role": "Host",
  "context": "we're going to start to see this in a multitude of different areas. Medical school, lawyers, right? Um accountants",
  "to_year": 2026,
  "verbatim": "we're going to start to see this in a multitude of different areas. Medical school, lawyers, right? Um accountants",
  "conv_cues": "going to start",
  "direction": "DOWN",
  "from_year": 2026,
  "timeframe": "Future (near-term)",
  "conv_level": "HIGH",
  "milestones": [
    {
      "kind": "llm_pre_event",
      "label": "CS recent grad unemployment hits historic high",
      "notes": "HIT — CS unemployment hit 6.1% in 2025, recent grad unemployment 5.7% in Q4 2025 (worse than 2008 financial crisis).",
      "source": "https://www.cnn.com/2025/08/28/tech/computer-science-graduates-job-hunt-ai",
      "status": "hit",
      "weight": 0.4,
      "ordinal": -8,
      "source_id": null,
      "confidence": 0.99,
      "source_url": "https://www.cnn.com/2025/08/28/tech/computer-science-graduates-job-hunt-ai",
      "expected_date": "2026-01-15",
      "observed_date": "2026-01-15",
      "research_origin": "deep_research",
      "measurement_criterion": "Federal Reserve / NACE / NY Fed data shows CS recent grad unemployment >=6% for Q4 2025"
    },
    {
      "kind": "llm_pre_event",
      "label": "CS enrollment drops 8.1% in 2025-2026 academic year",
      "notes": "HIT — CS enrollment dropped 8.1% (steepest of any field).",
      "source": "https://www.cnn.com/2025/08/28/tech/computer-science-graduates-job-hunt-ai",
      "status": "hit",
      "weight": 0.4,
      "ordinal": -7,
      "source_id": null,
      "confidence": 0.95,
      "source_url": "https://www.cnn.com/2025/08/28/tech/computer-science-graduates-job-hunt-ai",
      "expected_date": "2026-04-01",
      "observed_date": "2026-04-01",
      "research_origin": "deep_research",
      "measurement_criterion": "NCES/NSC reports show >=5% YoY decline in CS program enrollment for 2025-2026"
    },
    {
      "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 finally hit the mainstream.",
      "status": "hit",
      "weight": 0.5,
      "ordinal": -4,
      "source_id": "SEM_042",
      "expected_date": "2026-04-29",
      "observed_date": "2026-04-29"
    },
    {
      "kind": "prereq",
      "label": "Recursive self-improvement is already happening now (no longer three years out)",
      "status": "hit",
      "weight": 0.5,
      "ordinal": -3,
      "source_id": "238_009",
      "expected_date": "2026-04-29",
      "observed_date": "2026-04-29"
    },
    {
      "kind": "prereq",
      "label": "David Sinclair begins partial epigenetic reprogramming trials with Life Biosciences in March 2026.",
      "status": "hit",
      "weight": 0.5,
      "ordinal": -2,
      "source_id": "235_038",
      "expected_date": "2026-04-29",
      "observed_date": "2026-04-29"
    },
    {
      "kind": "llm_pre_event",
      "label": "Software development job postings down 70%+ from 2022 peak",
      "notes": "HIT — Indeed software development postings fell 71% Feb 2022 to August 2025.",
      "source": "https://www.cnn.com/2025/08/28/tech/computer-science-graduates-job-hunt-ai",
      "status": "hit",
    
... (truncated)