← Cockpit
241_012predictionLabor/Jobsjobs

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

Prior probability
60.0%
Current probability
48.9%
evolves via intake + LBP
Conviction
4/5
Signal quality
C
Resolution
pending
Window
2026-06-01 – 2026-06-30
Edges in / out
7 / 0
Tickers exposed
32

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

From episode "Eric Schmidt on the Robotics Race, Singularity Timeline, and Energy Shortage"
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

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 = 48.9%

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. 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 jobs
    Source: https://allwork.space/2025/11/ai-set-to-replace-millions-of-customer-service-jobs-by-2029-gartner-warns/conf 95%
  2. 2025-12-31hitTech sector AI-attributed job losses cross 75K in H1 2025
    How: Layoffs.fyi or comparable tracker shows >=75,000 tech-sector job losses in H1 2025 directly attributed to AI/automation
    Source: 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.
  3. 2026-04-30hitKlarna-style customer service AI replacement scales to 5+ Fortune 1000 companies
    How: 5+ Fortune 1000 companies publicly disclose AI customer service deployments displacing >=500 human roles each
    Source: 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.
  4. 2026-04-30hitJunior developer hiring rate drops >25% YoY
    How: LinkedIn Workforce Report or Stack Overflow Developer Survey shows junior dev hiring (0-2 yrs experience) declining >=25% YoY
    Source: 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.
  5. 2026-06-01 → 2026-12-31pendingBLS reports AI-attributed unemployment rate uptick
    How: BLS or Federal Reserve research notes AI-driven displacement contributing measurably (>=0.2pp) to overall unemployment in tech/services
    Source: BLS Employment Situation, Fed research notesconf 55%
  6. 2026-06-01 → 2027-12-31pendingFederal/state UBI or AI displacement tax legislation introduced
    How: Congressional bill, state legislation, or executive order introduced specifically addressing AI displacement (UBI pilot, retraining mandate, or automation tax) with serious sponsor backing
    Source: Congress.gov, state legislaturesconf 55%

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: 49%)

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
LBP2026-05-10T02:00:02Z48.9%-1.5pp
Network propagation: 50.3% → 48.9%
6-iter LBP, residual 0.00584 · damping 0.5, w_intrinsic 0.5 · method lbp_v3 · run e5c18d29
LBP2026-05-03T02:00:01Z50.3%-2.3pp
Network propagation: 52.6% → 50.4%
6-iter LBP, residual 0.00677 · damping 0.5, w_intrinsic 0.5 · method lbp_v3 · run 1a683ac9
LBP2026-04-30T16:39:51Z52.6%-3.2pp
Network propagation: 55.8% → 52.6%
5-iter LBP, residual 0.00825 · damping 0.5, w_intrinsic 0.5 · method lbp_v2 · run 0c8a4ea3
LBP2026-04-30T02:18:57Z55.8%-4.2pp
Network propagation: 60.0% → 55.8%
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
prereq247_058
Jury selection begins April 27, 2026 for Musk v OpenAI trialPeter Diamandis
71.4%0.6000.050-0.051
prereqSEM_042
2025 will be the definitive year that agentic systems finallKevin Weil
73.8%0.6000.050-0.038
prereqSEM_012
Nvidia quadrupled chip production output while only doublingJensen Huang
75.0%0.6000.050-0.030
killerTK04
Macro Recession 2026-27 (Structural Deleveraging)
25.0%0.0500.600-0.026
prereqSEM_008
Training runs costing $10 billion for a single model will coDario Amodei
76.9%0.6000.050-0.020

Top outgoing (children)

Predictions THIS node influences

No outgoing edges.

Ticker exposure

32 ticker(s) linked

Beneficiaries (23)

ADUSCOURDOCNFROGGTLBINODPLROLSPIRSRFMUDMYTEAMNFLXPLTRRDDTUBERAMZNBABASPOTGDDYGOOGLMETAMSFT

Adverse (6)

RHIBXPSLGMANKFYTNET

Prerequisites (7)

Predictions that must hit first
TypePredTitleDomainLag
prereqSEM_008Training runs costing $10 billion for a single model will commence sometime in 2025.AI
prereq247_058Jury selection begins April 27, 2026 for Musk v OpenAI trialAI
prereq238_009Recursive self-improvement is already happening now (no longer three years out)AI
prereqSEM_0422025 will be the definitive year that agentic systems finally hit the mainstream.AI/Agents
prereqSEM_012Nvidia quadrupled chip production output while only doubling human headcount — achieved by deploying AI coding tools (Cursor, Claude Code) across engineering.AI/Manufacturing
killerTK04Macro Recession 2026-27 (Structural Deleveraging)
killerTK07Labor Political Backlash (UBI Mandate / AI Tax)

Dependents (0)

Predictions enabled by this
TypePredTitleDomainLag
No dependents

Linked documents (1)

Auto-generated by cosine similarity from Polymarket / Manifold / EDGAR / GDELT
SimSourceTitleMarket probPolarityReviewedPublished
0.657arxivIt`s All About Speed: AI`s Impact on Workflow in Music Productionmentionspending2026-05-28

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": "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)