Last jobs to be automated will be government jobs, university jobs
Predictor: Dave Blundin · ep#240 "NVIDIA's $1 Trillion Prediction, Anthropic Beats OpenAI, Tesla vs. TSMC & The CS Job Collapse" · source
Prediction text
Last jobs to be automated will be government jobs, university jobs | I think the last job to be automated will be government jobs. Also, other similar things like university jobs and so forth.
Watch events: BLS employment reports; tech layoff trackers; Underemployment rate; Yang quarterly updates
Verbatim quote
I think the last job to be automated will be government jobs. Also, other similar things like university jobs and so forth.
Predictor: Dave Blundin
Calibration plot (stated vs observed)
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Reference class
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Probability over time
Milestone chain
- 2026-06-01 → 2030-12-31pendingMajor automation cuts in private-sector white-collar roles announced (legal, finance, consulting, support) precede any equivalent government RIFsHow: At least 5 Fortune 500 firms announce >=10% white-collar headcount reduction explicitly tied to AI/agentic automation, while federal/state RIFs from comparable AI automation remain absent or limitedSource: Company press releases; Challenger Job Cuts reportsconf 65%
- 2026-01-01 → 2032-12-31pendingPublic-sector union activity (AFGE, NEA, AFT, state employee unions) successfully blocks or substantially limits AI displacement of routine government/university rolesHow: At least 3 federal or state collective bargaining agreements include explicit limits on AI-driven workforce reduction, OR union-backed legislation passes restricting government AI workforce displacementSource: AFGE/NEA contract disclosures; state legislative trackingconf 55%
- 2027-01-01 → 2032-12-31pendingFederal/state government workforce shows persistent agentic AI adoption gap vs private sector (>=24 months lag in any benchmarked workflow category)How: GAO, OPM, or comparable analyst report documents that public-sector AI agent deployment for routine workflows lags equivalent private-sector adoption by at least 24 months in 3+ workflow categoriesSource: GAO reports; OPM Federal Workforce Dataconf 70%
- 2028-01-01 → 2035-12-31pendingUniversity faculty headcount remains stable or grows even as enterprise white-collar roles in equivalent skill bands contract >=20%How: IPEDS/NCES faculty employment data shows tenure-track and full-time faculty headcount stable (within +/-5% of 2025 baseline) while BLS data shows >=20% decline in equivalent-band private-sector roles (analysts, consultants, researchers)Source: NCES IPEDS; BLS Occupational Employment Statisticsconf 50%
- 2035-01-01 → 2040-12-31pendingAggregate timeline: by terminal date, government and university employment shows the smallest cumulative AI-driven decline among all major sectorsHow: BLS or OECD sector employment data shows public administration + higher education with smallest aggregate headcount decline (vs 2025 baseline) among 10 major NAICS sectors over the periodSource: BLS CES; OECD Employment Outlookconf 40%
What if this resolves?
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Evidence chain
Network propagation neighbors
Top incoming (parents)
Edges that influence THIS node's belief
| Kind | Node | Their prob | P(c|s=T) | P(c|s=F) | Δ implied |
|---|---|---|---|---|---|
| prereq | S_ASI_SLOW_2040PLUS ASI slow: post-2040 / soft takeoff | 60.0% | 0.600 | 0.050 | -0.112 |
| prereq | SEM_015 Nvidia agreed to remit 15% of China chip-sale revenue direct — Jensen Huang | 66.3% | 0.600 | 0.050 | -0.073 |
| prereq | SEM_027 Nvidia Data Center revenue +66% YoY, contributing ~90% of $5 — Joseph Moore | 68.3% | 0.600 | 0.050 | -0.072 |
| killer | TK05 Rate Regime Persistence (10y > 5% through 2028) | 30.0% | 0.050 | 0.600 | -0.057 |
| killer | TK03 AI Regulatory Moratorium (EU/US Capability Freeze) | 10.0% | 0.050 | 0.600 | +0.053 |
Top outgoing (children)
Predictions THIS node influences
| Kind | Node | Their prob | P(c|s=T) | P(c|s=F) | Δ implied |
|---|---|---|---|---|---|
| prereq | 232_057 First person to arrive on moon/Mars will find bed made by Op — Dave Blundin | 34.8% | 0.600 | 0.050 | -0.032 |
| prereq | 242_023 World will have 10x more wealth around 2034-2036 — Dave Blundin | 34.2% | 0.600 | 0.050 | -0.025 |
| prereq | 246_016 Dragonfly nuclear-powered octicopter arrives at Titan in 203 — Peter Diamandis | 35.6% | 0.650 | 0.050 | -0.016 |
| prereq | 230_020 Peter's 14-year-old son Milan will never get a driver's lice — Peter Diamandis | 34.7% | 0.650 | 0.050 | -0.006 |
| prereq | 240_036 TEPCO's restarted reactor will support 20% of Japan's electr — Peter Diamandis | 34.3% | 0.650 | 0.050 | -0.002 |
Ticker exposure
Beneficiaries (24)
Adverse (6)
Prerequisites (11)
| Type | Pred | Title | Domain | Lag |
|---|---|---|---|---|
| prereq | SEM_011 | Nvidia became the world's first $5 trillion company (late 2025), operating a near-monopoly on advanced AI chips. | Capital Markets | — |
| prereq | SEM_027 | Nvidia Data Center revenue +66% YoY, contributing ~90% of $57B fiscal Q3 revenue; >$4.5T market cap entirely underpinned by AI silicon. | Capital Markets | — |
| prereq | SEM_014 | Nvidia's Arizona-based TSMC factory successfully fabricated cutting-edge semiconductors on US soil for first time in decades (October 2025). | Manufacturing | — |
| prereq | SEM_012 | Nvidia quadrupled chip production output while only doubling human headcount — achieved by deploying AI coding tools (Cursor, Claude Code) across engineering. | AI/Manufacturing | — |
| prereq | SEM_015 | Nvidia agreed to remit 15% of China chip-sale revenue directly to US government in exchange for reversing specific AI chip export bans. | Policy/Semis | — |
| prereq | S_ASI_SLOW_2040PLUS | ASI slow: post-2040 / soft takeoff | asi_recursive_self_improvement | — |
| killer | TK05 | Rate Regime Persistence (10y > 5% through 2028) | — | — |
| killer | TK04 | Macro Recession 2026-27 (Structural Deleveraging) | — | — |
| killer | TK01 | AGI Capability Plateau (2026-27 Training Stall) | — | — |
| killer | TK02 | AI Compute Supply Shock (TSMC/Taiwan Disruption) | — | — |
| killer | TK03 | AI Regulatory Moratorium (EU/US Capability Freeze) | — | — |
Dependents (5)
| Type | Pred | Title | Domain | Lag |
|---|---|---|---|---|
| prereq | 230_020 | Peter's 14-year-old son Milan will never get a driver's license. | Auto/Transport | — |
| prereq | 246_016 | Dragonfly nuclear-powered octicopter arrives at Titan in 2034. | Space | — |
| prereq | 240_036 | TEPCO's restarted reactor will support 20% of Japan's electric needs by 2040 | Energy | — |
| prereq | 232_057 | First person to arrive on moon/Mars will find bed made by Optimus robots; robots not astronauts lead exploration. | Robotics | — |
| prereq | 242_023 | World will have 10x more wealth around 2034-2036 | Macro/Economy | — |
Raw metadata
{
"nia": false,
"url": "https://www.youtube.com/watch?v=uOGHXAfvK8w",
"mode": "PREDICTION",
"role": "Host",
"context": "I think the last job to be automated will be government jobs. Also, other similar things like university jobs and so forth.",
"verbatim": "I think the last job to be automated will be government jobs. Also, other similar things like university jobs and so forth.",
"conv_cues": "I think",
"direction": "HAPPEN",
"timeframe": "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,
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"source_id": "SEM_011",
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},
{
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"ordinal": -8,
"source_id": "SEM_027",
"expected_date": "2026-04-29",
"observed_date": "2026-04-29"
},
{
"kind": "prereq",
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},
{
"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": -5,
"source_id": "SEM_015",
"expected_date": "2026-06-25",
"observed_date": null
},
{
"kind": "llm_pre_event",
"label": "Major automation cuts in private-sector white-collar roles announced (legal, finance, consulting, support) precede any equivalent government RIFs",
"source": "Company press releases; Challenger Job Cuts reports",
"status": "pending",
"weight": 0.4,
"ordinal": -4,
"source_id": null,
"confidence": 0.65,
"expected_date": "2028-09-15",
"research_origin": "training",
"expected_date_range": {
"to": "2030-12-31",
"from": "2026-06-01"
},
"measurement_criterion": "At least 5 Fortune 500 firms announce >=10% white-collar headcount reduction explicitly tied to AI/agentic automation, while federal/state RIFs from comparable AI automation remain absent or limited"
},
{
"kind": "llm_post_event",
"label": "Public-sector union activity (AFGE, NEA, AFT, state employee unions) successfully blocks or substantially limits AI displacement of routine government/university roles",
"source": "AFGE/NEA contract disclosures; state legislative tracking",
"status": "pending",
"weight": 0.4,
"ordinal": -3,
"source_id": null,
"confidence": 0.55,
"expected_date": "2029-07-02",
"research_origin": "training",
"expected_date_range": {
"to": "2032-12-31",
"from": "2026-01-01"
},
"measurement_criterion": "At least 3 federal or state collective bargaining agreements include explicit limits on AI-driven workforce reduction, OR union-backed legislation passes restricting government AI workforce displacement"
},
{
"kind": "llm_pre_event",
"label": "Federal/state gov
... (truncated)