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241_030predictionLabor/Jobsjobs

Low-skilled labor of any kind gets swept up by automation

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

Low-skilled labor of any kind gets swept up by automation | Low-skilled labor of any kind gets swept up

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"
Low-skilled labor of any kind gets swept up

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: 9 fired ✓ · 2 pending
  1. 2025-01-15hitWEF Future of Jobs 2025 projects 92M displaced by 2030
    How: World Economic Forum Future of Jobs 2025 report projects 92M jobs displaced and 170M created by 2030 (net +78M)
    Source: WEF Future of Jobs Report 2025conf 99%
    Notes: HIT — WEF report formally projected 92M displacement; widely cited.
  2. 2025-09-30hitGoldman Sachs estimates 6-7% US workforce displacement from AI
    How: Goldman Sachs published research estimating ~11M US workers (6-7%) at risk of AI displacement
    Source: Goldman Sachs — How Will AI Affect the US Labor Market?conf 95%
    Notes: HIT — Goldman Sachs published 6-7% (~11M) figure; entry-level (22-25 yo) employment in AI-exposed roles fell 16% from late 2022 to mid-2025.
  3. 2025-09-30hitEntry-level job postings down 35% since Jan 2023
    How: Indeed/LinkedIn job posting data shows entry-level roles down >30% from Jan 2023 baseline
    Source: ALM Corp — AI Job Displacement Statisticsconf 90%
    Notes: HIT — Junior/entry-level postings down ~35% since Jan 2023.
  4. 2025-06-01 → 2026-12-31pendingFirst major US state implements AI-displacement transition program
    How: Major US state (CA, NY, TX, IL) creates formal AI-displacement-targeted retraining or transition program with >$100M funding
    Source: State legislative tracking; major policy pressconf 55%
    Notes: Cascade — Brookings reports 3.9% of workers (~5-6M) lack adaptive capacity.
  5. 2025-08-15hitBLS occupational projections incorporate AI impact
    How: US Bureau of Labor Statistics formally publishes employment projections incorporating AI displacement impact for first time
    Source: BLS Monthly Labor Review — Incorporating AI impacts in BLS employment projectionsconf 95%
    Notes: HIT — BLS published occupational case studies on AI impacts.
  6. 2025-12-01 → 2026-12-31pendingCustomer service / call center employment down >15% YoY
    How: BLS or Labor Department data shows >15% YoY decline in customer service representative employment, the most-exposed routine occupation
    Source: BLS Occupational Employment Statisticsconf 65%
    Notes: Cascade — Customer service flagged in Goldman/JPMorgan analyses as most at risk.

No downstream cascades — this prediction is a leaf in the dependency graph.

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
prereq247_058Jury selection begins April 27, 2026 for Musk v OpenAI trialAI
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
killerTK04Macro Recession 2026-27 (Structural Deleveraging)
killerTK07Labor Political Backlash (UBI Mandate / AI Tax)

Dependents (0)

Predictions enabled by this
TypePredTitleDomainLag
No dependents

Raw metadata

From Thesis_Timeline_v1.0_FINAL workbook
{
  "nia": false,
  "url": "https://www.youtube.com/watch?v=DpwmmXmzvfo",
  "mode": "PREDICTION",
  "role": "Guest-CEO",
  "context": "Low-skilled labor of any kind gets swept up",
  "to_year": 2026,
  "verbatim": "Low-skilled labor of any kind gets swept up",
  "direction": "HAPPEN",
  "from_year": 2026,
  "timeframe": "future",
  "conv_level": "HIGH",
  "milestones": [
    {
      "kind": "llm_pre_event",
      "label": "WEF Future of Jobs 2025 projects 92M displaced by 2030",
      "notes": "HIT — WEF report formally projected 92M displacement; widely cited.",
      "source": "WEF Future of Jobs Report 2025",
      "status": "hit",
      "weight": 0.4,
      "ordinal": -11,
      "source_id": null,
      "confidence": 0.99,
      "expected_date": "2025-01-15",
      "observed_date": "2025-01-15",
      "research_origin": "deep_research",
      "measurement_criterion": "World Economic Forum Future of Jobs 2025 report projects 92M jobs displaced and 170M created by 2030 (net +78M)"
    },
    {
      "kind": "llm_pre_event",
      "label": "Goldman Sachs estimates 6-7% US workforce displacement from AI",
      "notes": "HIT — Goldman Sachs published 6-7% (~11M) figure; entry-level (22-25 yo) employment in AI-exposed roles fell 16% from late 2022 to mid-2025.",
      "source": "Goldman Sachs — How Will AI Affect the US Labor Market?",
      "status": "hit",
      "weight": 0.4,
      "ordinal": -10,
      "source_id": null,
      "confidence": 0.95,
      "source_url": "https://www.goldmansachs.com/insights/articles/how-will-ai-affect-the-us-labor-market",
      "expected_date": "2025-07-02",
      "observed_date": "2025-09-30",
      "research_origin": "deep_research",
      "expected_date_range": {
        "to": "2025-12-31",
        "from": "2025-01-01"
      },
      "measurement_criterion": "Goldman Sachs published research estimating ~11M US workers (6-7%) at risk of AI displacement"
    },
    {
      "kind": "llm_pre_event",
      "label": "Entry-level job postings down 35% since Jan 2023",
      "notes": "HIT — Junior/entry-level postings down ~35% since Jan 2023.",
      "source": "ALM Corp — AI Job Displacement Statistics",
      "status": "hit",
      "weight": 0.4,
      "ordinal": -9,
      "source_id": null,
      "confidence": 0.9,
      "source_url": "https://almcorp.com/blog/ai-job-displacement-statistics/",
      "expected_date": "2025-09-30",
      "observed_date": "2025-09-30",
      "research_origin": "deep_research",
      "measurement_criterion": "Indeed/LinkedIn job posting data shows entry-level roles down >30% from Jan 2023 baseline"
    },
    {
      "kind": "llm_post_event",
      "label": "First major US state implements AI-displacement transition program",
      "notes": "Cascade — Brookings reports 3.9% of workers (~5-6M) lack adaptive capacity.",
      "source": "State legislative tracking; major policy press",
      "status": "pending",
      "weight": 0.4,
      "ordinal": -8,
      "source_id": null,
      "confidence": 0.55,
      "expected_date": "2026-03-17",
      "research_origin": "training",
      "expected_date_range": {
        "to": "2026-12-31",
        "from": "2025-06-01"
      },
      "measurement_criterion": "Major US state (CA, NY, TX, IL) creates formal AI-displacement-targeted retraining or transition program with >$100M funding"
    },
    {
      "kind": "llm_pre_event",
      "label": "BLS occupational projections incorporate AI impact",
      "notes": "HIT — BLS published occupational case studies on AI impacts.",
      "source": "BLS Monthly Labor Review — Incorporating AI impacts in BLS employment projections",
      "status": "hit",
      "weight": 0.4,
      "ordinal": -7,
      "source_id": null,
      "confidence": 0.95,
      "source_url": "https://www.bls.gov/opub/mlr/2025/article/incorporating-ai-impacts-in-bls-employment-projections.htm",
      "expected_date": "2026-04-16",
      "observed_date": "2025-08-15",
      "research_origin": "deep_research",
     
... (truncated)