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241_009predictionLabor/JobsAI-timing

Top programmers will become MORE valuable, not less, due to AI

Predictor: Eric Schmidt · ep#241 "Eric Schmidt on the Robotics Race, Singularity Timeline, and Energy Shortage" · 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

Top programmers will become MORE valuable, not less, due to AI | Those people will become more valuable, not less valuable, because these systems need to be controlled by humans at the moment. Those people will be capable of grasping the parallelization and activities of this

Verbatim quote

From episode "Eric Schmidt on the Robotics Race, Singularity Timeline, and Energy Shortage"
Those people will become more valuable, not less valuable, because these systems need to be controlled by humans at the moment. Those people will be capable of grasping the parallelization and activities of this

Predictor: Eric Schmidt

κ + Brier as of 2026-05-22
κ (discount)
0.688
Brier
0.0064
excellent
Hits / Misses
3 / 0
of 3 resolved
Hit rate
100.0%
Calibration plot (stated vs observed)

Evidence about this node from Eric Schmidt 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: 7 fired ✓
  1. 2026-03-01hitAI engineer compensation premium reaches 12% over generalist SWE
    How: Levels.fyi / Hakia salary report confirms specialized AI engineers earn 10%+ premium over generalist SWE peers in 2026
    Source: Hakia: Software Developer Salaries 2026: AI Premium Hits 12%conf 95%
    Notes: HIT — Mid-level AI engineers +9.2% YoY, LLM developers averaging $209K, premium structurally larger for specialized roles.
  2. 2026-04-01hitSenior AI engineer base comp tops $300K at FAANG/frontier labs
    How: Public salary data (Levels.fyi, KORE1) shows senior AI engineer base comp exceeding $300K at top employers
    Source: KORE1: AI Engineer Salary 2026: $145K–$310Kconf 90%
  3. 2026-01-01 → 2026-12-31pendingBifurcated tech labor market: generalist SWE comp stagnates
    How: Multiple compensation reports confirm flat/declining nominal pay for generalist SWE while specialized AI roles climb
    Source: Hakia + Levels.fyi annual compensation reviewconf 85%
  4. 2026-01-01 → 2026-12-31pendingTop frontier labs offer ≥$1M total comp packages for senior research engineers
    How: Public reporting confirms OpenAI, Anthropic, or DeepMind offering total comp ≥$1M for senior engineers (already in 2025; track continued growth)
    Source: TechCrunch / The Information frontier-lab compensation reportingconf 90%
  5. 2026-06-01 → 2027-06-30pendingTop 1% engineer productivity (LOC/PR throughput) doubles YoY
    How: Industry productivity studies (GitHub Octoverse, GitClear) show top-decile engineer output ≥2x prior baseline using AI tooling
    Source: GitHub Octoverse 2026; GitClear AI productivity studiesconf 55%
  6. 2026-09-01 → 2027-12-31pendingCascade: senior tech lead labor share ≥10pp higher in AI-leveraged firms
    How: Survey or BLS analysis shows senior architect/staff/principal share of dev headcount up ≥10 percentage points at AI-heavy companies
    Source: BLS Occupational Employment & Wage Statistics; Stack Overflow Developer Surveyconf 45%
  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: 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
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 (3)

Auto-generated by cosine similarity from Polymarket / Manifold / EDGAR / GDELT
SimSourceTitleMarket probPolarityReviewedPublished
0.674arxivCoding with "Enemy": Can Human Developers Detect AI Agent Sabotage?mentionspending2026-06-04
0.587manifoldWhat makes people happy? [Resolves to LLM deep research]mentionspending2026-05-25
0.582manifoldAm I worthy of moral consideration [Convince the Machine #5]44%mentionspending2026-05-04

Raw metadata

From Thesis_Timeline_v1.0_FINAL workbook
{
  "nia": false,
  "url": "https://www.youtube.com/watch?v=DpwmmXmzvfo",
  "mode": "PREDICTION",
  "role": "Guest-CEO",
  "caveats": "at the moment",
  "context": "Those people will become more valuable, not less valuable",
  "to_year": 2026,
  "verbatim": "Those people will become more valuable, not less valuable, because these systems need to be controlled by humans at the moment. Those people will be capable of grasping the parallelization and activities of this",
  "direction": "UP",
  "from_year": 2026,
  "timeframe": "near future",
  "conv_level": "HIGH",
  "milestones": [
    {
      "kind": "llm_pre_event",
      "label": "AI engineer compensation premium reaches 12% over generalist SWE",
      "notes": "HIT — Mid-level AI engineers +9.2% YoY, LLM developers averaging $209K, premium structurally larger for specialized roles.",
      "source": "Hakia: Software Developer Salaries 2026: AI Premium Hits 12%",
      "status": "hit",
      "weight": 0.4,
      "ordinal": -7,
      "source_id": null,
      "confidence": 0.95,
      "source_url": "https://hakia.com/news/software-developer-salaries-2026/",
      "expected_date": "2026-03-01",
      "observed_date": "2026-03-01",
      "research_origin": "deep_research",
      "measurement_criterion": "Levels.fyi / Hakia salary report confirms specialized AI engineers earn 10%+ premium over generalist SWE peers in 2026"
    },
    {
      "kind": "llm_pre_event",
      "label": "Senior AI engineer base comp tops $300K at FAANG/frontier labs",
      "source": "KORE1: AI Engineer Salary 2026: $145K–$310K",
      "status": "hit",
      "weight": 0.4,
      "ordinal": -6,
      "source_id": null,
      "confidence": 0.9,
      "source_url": "https://www.kore1.com/ai-engineer-salary-guide/",
      "expected_date": "2026-04-01",
      "observed_date": "2026-04-01",
      "research_origin": "deep_research",
      "measurement_criterion": "Public salary data (Levels.fyi, KORE1) shows senior AI engineer base comp exceeding $300K at top employers"
    },
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      "kind": "prereq",
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      "status": "hit",
      "weight": 0.5,
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      "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": -4,
      "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": -3,
      "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": -2,
      "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": -1,
      "source_id": "235_038",
      "expected_date": "2026-04-29",
      "observed_date": "2026-04-29"
    },
    {
      "kind": "event",
      "label": "Top programmers will become MORE valuable, not less, due to AI",
      "status": "pending",
      "weight": 1,
      "ordinal": 0,
      "source_id": "241_009",
      "expected_date": "2026-06-24",
      "observed_date": null
    },
    {
      "kind": "llm_pre_event",
      "label": "Bifurcated tech labor market: generali
... (truncated)