← Cockpit
240_051predictionLabor/JobsAI-timing

After first state passes retraining law, all other states will race to fire people first

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

Prior probability
50.0%
Current probability
42.3%
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

After first state passes retraining law, all other states will race to fire people first | when it rolls out in whatever state, everyone in all the other states is going to race to fire people before the law passes in their state, too.

Verbatim quote

From episode "NVIDIA's $1 Trillion Prediction, Anthropic Beats OpenAI, Tesla vs. TSMC & The CS Job Collapse"
when it rolls out in whatever state, everyone in all the other states is going to race to fire people before the law passes in their state, too.

Predictor: Alex Wissner-Gross

κ + Brier as of 2026-05-22
κ (discount)
0.844
Brier
0.0341
excellent
Hits / Misses
6 / 1
of 11 resolved
Hit rate
54.5%
Calibration plot (stated vs observed)

Evidence about this node from Alex Wissner-Gross 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 50%2026-04-302026-05-032026-05-17
intake v2milestone miss sweeplbp propagationreference class assignedlegacy v1prior_prob (analyst seed)current = 42.3%

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: 10 fired ✓
  1. 2025-12-01hitCalifornia SB 951 introduced — Worker Technological Displacement Act
    How: California legislature introduces bill amending Cal-WARN with 90-day AI-displacement notice requirement, lower 25-employee threshold, right of first bid
    Source: Perkins Coie — Navigating Growing Landscape of State AI Employment Bills (April 2026)conf 97%
    Notes: HIT — SB 951 (Sen. Reyes) is exactly the 'state retraining law' archetype Wissner-Gross described.
  2. 2026-01-01hitCalifornia Cal-WARN amended Jan 1 2026 with new notice requirements
    How: Updated Cal-WARN takes effect requiring AI/automation-related notices and CalFresh information
    Source: Greenberg Traurig — California's New Employment Laws 2026conf 99%
  3. 2026-01-15hitFederal WARN Fair Warning Act introduced in Congress 2026
    How: Congress introduces bill overhauling WARN with extended notice for AI/automation displacement
    Source: Proskauer — Congress Proposes Major Overhaul of WARN: Fair Warning Act (Jan 2026)conf 92%
  4. 2026-02-15hitMinnesota AI displacement 90-day notice / reskilling bill introduced
    How: Minnesota legislature introduces AI-displacement notice + worker-reskilling rights bill in 2026 session
    Source: Metaintro — One-Third of Minnesota Workers Face AI Displacement (2026)conf 85%
    Notes: HIT — Second-state-after-California signal directly supports the 'race to fire first' thesis.
  5. 2026-02-28hitTech-firm pre-emptive layoffs cluster in Q1-Q2 2026 (>=5 firms with AI cause cited)
    How: >=5 publicly-traded firms cite AI/automation explicitly as basis for >=10% workforce cuts within 6-month window
    Source: MIT Tech Review reporting + Layoffs.fyiconf 92%
    Notes: HIT — Block (40%), Atlassian (1,600), and at least 3 others on Layoffs.fyi citing AI in Q1 2026. Pattern matches 'race to fire first' before SB 951 passes.
  6. 2026-04-01 → 2026-12-31pending>=5 additional states introduce AI-displacement notice bills in 2026 sessions
    How: >=5 US states beyond CA/MN introduce AI-specific worker-displacement notice or retraining bills in 2026
    Source: Perkins Coie / NCSL state-AI trackerconf 65%
    Notes: Cascade — would confirm the multi-state 'race' pattern Wissner-Gross described.
  7. 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: 42%)

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
LBP2026-05-17T02:00:01Z42.3%-1.0pp
Network propagation: 43.4% → 42.3%
5-iter LBP, residual 0.00689 · damping 0.5, w_intrinsic 0.5 · method lbp_v3 · run e607fa96
LBP2026-05-03T02:00:01Z43.4%-1.4pp
Network propagation: 44.8% → 43.4%
6-iter LBP, residual 0.00677 · damping 0.5, w_intrinsic 0.5 · method lbp_v3 · run 1a683ac9
LBP2026-04-30T16:39:51Z44.8%-2.1pp
Network propagation: 46.9% → 44.8%
5-iter LBP, residual 0.00825 · damping 0.5, w_intrinsic 0.5 · method lbp_v2 · run 0c8a4ea3
LBP2026-04-30T02:18:57Z46.9%-3.1pp
Network propagation: 50.0% → 46.9%
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%0.5000.050-0.046
prereq235_038
David Sinclair begins partial epigenetic reprogramming trialPeter Diamandis
74.0%0.5000.050-0.043
prereqSEM_012
Nvidia quadrupled chip production output while only doublingJensen Huang
75.0%0.5000.050-0.039
killerTK03
AI Regulatory Moratorium (EU/US Capability Freeze)
10.0%0.0500.500+0.032
prereqSEM_008
Training runs costing $10 billion for a single model will coDario Amodei
76.9%0.5000.050-0.031

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%0.6500.050-0.056
prereq235_030
Ray Kurzweil predicts Longevity Escape Velocity (LEV) by 203Ray Kurzweil
39.2%0.7500.050-0.050
prereq240_036
TEPCO's restarted reactor will support 20% of Japan's electrPeter Diamandis
34.3%0.6500.050-0.042
prereq239_008
Moon base will exist in 10 yearsElon Musk
28.8%0.5500.050-0.029
prereqSEM_034
True artificial general intelligence will be achieved betweeDemis Hassabis
28.7%0.5500.050-0.028

Ticker exposure

33 ticker(s) linked

Beneficiaries (23)

SOUNCRWVSITMNVDAARMGTLBBBAITSMAPLDCEVAAIMSFTMRVLSFTBYORCLQCOMAVGOBABAAMDGOOGLIBMAMZNMETA

Adverse (6)

WNSCHGGCTSHIBMINFYACN

Prerequisites (8)

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
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 (5)

Auto-generated by cosine similarity from Polymarket / Manifold / EDGAR / GDELT
SimSourceTitleMarket probPolarityReviewedPublished
0.609manifoldWho will become president first?mentionspending2026-05-07
0.564manifoldWill the 120th Congress refuse to seat any members due to a redistricting related dispute?30%mentionspending2026-05-16
0.561manifoldWill the farm bill (HR 7567) pass and destroy / federally preempt state animal welfare laws?64%mentionspending2026-04-29
0.551manifoldWhat happens first: Puerto Rico/DC a state, or Supreme Court expanded?mentionspending2026-05-16
0.551manifoldWhich incumbent representatives wont place first in their primaries?mentionspending2026-05-30

Raw metadata

From Thesis_Timeline_v1.0_FINAL workbook
{
  "nia": false,
  "url": "https://www.youtube.com/watch?v=uOGHXAfvK8w",
  "mode": "PREDICTION",
  "role": "Host",
  "context": "when it rolls out in whatever state, everyone in all the other states is going to race to fire people before the law passes in their state, too.",
  "to_year": 2026,
  "verbatim": "when it rolls out in whatever state, everyone in all the other states is going to race to fire people before the law passes in their state, too.",
  "conv_cues": "going to race",
  "direction": "HAPPEN",
  "from_year": 2026,
  "timeframe": "Future",
  "conv_level": "HIGH",
  "milestones": [
    {
      "kind": "llm_pre_event",
      "label": "California SB 951 introduced — Worker Technological Displacement Act",
      "notes": "HIT — SB 951 (Sen. Reyes) is exactly the 'state retraining law' archetype Wissner-Gross described.",
      "source": "Perkins Coie — Navigating Growing Landscape of State AI Employment Bills (April 2026)",
      "status": "hit",
      "weight": 0.4,
      "ordinal": -10,
      "source_id": null,
      "confidence": 0.97,
      "source_url": "https://perkinscoie.com/insights/update/navigating-growing-landscape-state-ai-employment-bills-and-laws-what-employers-need",
      "expected_date": "2025-11-14",
      "observed_date": "2025-12-01",
      "research_origin": "deep_research",
      "expected_date_range": {
        "to": "2026-04-30",
        "from": "2025-06-01"
      },
      "measurement_criterion": "California legislature introduces bill amending Cal-WARN with 90-day AI-displacement notice requirement, lower 25-employee threshold, right of first bid"
    },
    {
      "kind": "llm_pre_event",
      "label": "California Cal-WARN amended Jan 1 2026 with new notice requirements",
      "source": "Greenberg Traurig — California's New Employment Laws 2026",
      "status": "hit",
      "weight": 0.4,
      "ordinal": -9,
      "source_id": null,
      "confidence": 0.99,
      "source_url": "https://www.gtlaw.com/en/insights/2026/1/tis-the-season-for-californias-new-employment-laws-employer-considerations-for-2026",
      "expected_date": "2026-01-01",
      "observed_date": "2026-01-01",
      "research_origin": "deep_research",
      "measurement_criterion": "Updated Cal-WARN takes effect requiring AI/automation-related notices and CalFresh information"
    },
    {
      "kind": "llm_pre_event",
      "label": "Federal WARN Fair Warning Act introduced in Congress 2026",
      "source": "Proskauer — Congress Proposes Major Overhaul of WARN: Fair Warning Act (Jan 2026)",
      "status": "hit",
      "weight": 0.4,
      "ordinal": -8,
      "source_id": null,
      "confidence": 0.92,
      "source_url": "https://www.lawandtheworkplace.com/2026/01/congress-proposes-major-overhaul-of-warn-what-employers-need-to-know-about-the-fair-warning-act/",
      "expected_date": "2026-01-31",
      "observed_date": "2026-01-15",
      "research_origin": "deep_research",
      "measurement_criterion": "Congress introduces bill overhauling WARN with extended notice for AI/automation displacement"
    },
    {
      "kind": "llm_pre_event",
      "label": "Minnesota AI displacement 90-day notice / reskilling bill introduced",
      "notes": "HIT — Second-state-after-California signal directly supports the 'race to fire first' thesis.",
      "source": "Metaintro — One-Third of Minnesota Workers Face AI Displacement (2026)",
      "status": "hit",
      "weight": 0.4,
      "ordinal": -7,
      "source_id": null,
      "confidence": 0.85,
      "source_url": "https://www.metaintro.com/blog/minnesota-ai-displacement-90-day-notice-bill-worker-reskilling-rights-2026",
      "expected_date": "2026-04-01",
      "observed_date": "2026-02-15",
      "research_origin": "deep_research",
      "expected_date_range": {
        "to": "2026-06-30",
        "from": "2026-01-01"
      },
      "measurement_criterion": "Minnesota legislature introduces AI-displacement notice + worker-reskilling rights bill in 2026 session"
  
... (truncated)