Jobs impact from AI will occur at some point
Predictor: Eric Schmidt · ep#241 "Eric Schmidt on the Robotics Race, Singularity Timeline, and Energy Shortage" · source
Prediction text
Jobs impact from AI will occur at some point | at some point there will be jobs impact from this stuff. We're seeing it in software and we're seeing it in certain customer service industries, not across the board. At some point that will happen
Watch events: BLS employment reports; tech layoff trackers; Underemployment rate; Yang quarterly updates
Verbatim quote
at some point there will be jobs impact from this stuff. We're seeing it in software and we're seeing it in certain customer service industries, not across the board. At some point that will happen
Predictor: Eric Schmidt
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
This node isn't linked to a reference class. The Bayesian update applies without outside-view blending.
Probability over time
Milestone chain
- 2025-11-30hitGartner customer service automation forecast (2.24M displaced by 2029)How: Gartner publishes forecast that 80% of customer service roles automatable by 2029, displacing 2.24M of 2.8M US jobsSource: https://allwork.space/2025/11/ai-set-to-replace-millions-of-customer-service-jobs-by-2029-gartner-warns/conf 95%
- 2025-12-31hitTech sector AI-attributed job losses cross 75K in H1 2025How: Layoffs.fyi or comparable tracker shows >=75,000 tech-sector job losses in H1 2025 directly attributed to AI/automationSource: https://www.demandsage.com/ai-job-replacement-stats/ — 77,999 tech job losses H1 2025 from AIconf 95%Notes: HIT — 77,999 confirmed in H1 2025 alone, validating Schmidt's 'we're seeing it in software' claim.
- 2026-04-30hitKlarna-style customer service AI replacement scales to 5+ Fortune 1000 companiesHow: 5+ Fortune 1000 companies publicly disclose AI customer service deployments displacing >=500 human roles eachSource: https://tech.co/news/companies-replace-workers-with-ai — companies replacing workers with AIconf 85%Notes: HIT — Klarna, IKEA, IBM, and others disclosed AI replacement at scale.
- 2026-04-30hitJunior developer hiring rate drops >25% YoYHow: LinkedIn Workforce Report or Stack Overflow Developer Survey shows junior dev hiring (0-2 yrs experience) declining >=25% YoYSource: https://www.index.dev/blog/will-ai-replace-software-developer-jobsconf 85%Notes: HIT — entry-level hiring at major tech companies dropped from 9.3% to 7%, junior pipeline broken.
- 2026-06-01 → 2026-12-31pendingBLS reports AI-attributed unemployment rate uptickHow: BLS or Federal Reserve research notes AI-driven displacement contributing measurably (>=0.2pp) to overall unemployment in tech/servicesSource: BLS Employment Situation, Fed research notesconf 55%
- 2026-06-01 → 2027-12-31pendingFederal/state UBI or AI displacement tax legislation introducedHow: Congressional bill, state legislation, or executive order introduced specifically addressing AI displacement (UBI pilot, retraining mandate, or automation tax) with serious sponsor backingSource: Congress.gov, state legislaturesconf 55%
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 | 247_058 Jury selection begins April 27, 2026 for Musk v OpenAI trial — Peter Diamandis | 71.4% | 0.600 | 0.050 | -0.051 |
| prereq | SEM_042 2025 will be the definitive year that agentic systems finall — Kevin Weil | 73.8% | 0.600 | 0.050 | -0.038 |
| prereq | SEM_012 Nvidia quadrupled chip production output while only doubling — Jensen Huang | 75.0% | 0.600 | 0.050 | -0.030 |
| killer | TK04 Macro Recession 2026-27 (Structural Deleveraging) | 25.0% | 0.050 | 0.600 | -0.026 |
| prereq | SEM_008 Training runs costing $10 billion for a single model will co — Dario Amodei | 76.9% | 0.600 | 0.050 | -0.020 |
Top outgoing (children)
Predictions THIS node influences
No outgoing edges.
Ticker exposure
Beneficiaries (23)
Adverse (6)
Prerequisites (7)
| Type | Pred | Title | Domain | Lag |
|---|---|---|---|---|
| prereq | SEM_008 | Training runs costing $10 billion for a single model will commence sometime in 2025. | AI | — |
| prereq | 247_058 | Jury selection begins April 27, 2026 for Musk v OpenAI trial | AI | — |
| prereq | 238_009 | Recursive self-improvement is already happening now (no longer three years out) | AI | — |
| prereq | SEM_042 | 2025 will be the definitive year that agentic systems finally hit the mainstream. | AI/Agents | — |
| 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 | — |
| killer | TK04 | Macro Recession 2026-27 (Structural Deleveraging) | — | — |
| killer | TK07 | Labor Political Backlash (UBI Mandate / AI Tax) | — | — |
Dependents (0)
| Type | Pred | Title | Domain | Lag |
|---|---|---|---|---|
| No dependents | ||||
Linked documents (1)
| Sim | Source | Title | Market prob | Polarity | Reviewed | Published |
|---|---|---|---|---|---|---|
| 0.657 | arxiv | It`s All About Speed: AI`s Impact on Workflow in Music Production | — | mentions | pending | 2026-05-28 |
Raw metadata
{
"nia": false,
"url": "https://www.youtube.com/watch?v=DpwmmXmzvfo",
"mode": "PREDICTION",
"role": "Guest-CEO",
"caveats": "not across the board",
"context": "at some point there will be jobs impact from this stuff",
"to_year": 2026,
"verbatim": "at some point there will be jobs impact from this stuff. We're seeing it in software and we're seeing it in certain customer service industries, not across the board. At some point that will happen",
"conv_cues": "will happen",
"direction": "HAPPEN",
"from_year": 2026,
"timeframe": "future",
"conv_level": "HIGH",
"milestones": [
{
"kind": "llm_pre_event",
"label": "Gartner customer service automation forecast (2.24M displaced by 2029)",
"source": "https://allwork.space/2025/11/ai-set-to-replace-millions-of-customer-service-jobs-by-2029-gartner-warns/",
"status": "hit",
"weight": 0.4,
"ordinal": -7,
"source_id": null,
"confidence": 0.95,
"source_url": "https://allwork.space/2025/11/ai-set-to-replace-millions-of-customer-service-jobs-by-2029-gartner-warns/",
"expected_date": "2025-11-30",
"observed_date": "2025-11-30",
"research_origin": "deep_research",
"measurement_criterion": "Gartner publishes forecast that 80% of customer service roles automatable by 2029, displacing 2.24M of 2.8M US jobs"
},
{
"kind": "llm_pre_event",
"label": "Tech sector AI-attributed job losses cross 75K in H1 2025",
"notes": "HIT — 77,999 confirmed in H1 2025 alone, validating Schmidt's 'we're seeing it in software' claim.",
"source": "https://www.demandsage.com/ai-job-replacement-stats/ — 77,999 tech job losses H1 2025 from AI",
"status": "hit",
"weight": 0.4,
"ordinal": -6,
"source_id": null,
"confidence": 0.95,
"source_url": "https://www.demandsage.com/ai-job-replacement-stats/",
"expected_date": "2025-12-31",
"observed_date": "2025-12-31",
"research_origin": "deep_research",
"measurement_criterion": "Layoffs.fyi or comparable tracker shows >=75,000 tech-sector job losses in H1 2025 directly attributed to AI/automation"
},
{
"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": -5,
"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": -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": "Jury selection begins April 27, 2026 for Musk v OpenAI trial",
"status": "hit",
"weight": 0.5,
"ordinal": -2,
"source_id": "247_058",
"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": -1,
"source_id": "238_009",
"expected_date": "2026-04-29",
"observed_date": "2026-04-29"
},
{
"kind": "event",
"label": "Jobs impact from AI will occur at some point",
"status": "pending",
"weight": 1,
"ordinal": 0,
"source_id": "241_012",
"expected_date": "2026-06-20",
"observed_date": null
... (truncated)