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241_058predictionLabor/Jobsjobs

High-skilled mechanical labor will be one of the last things to go in automation

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

Prior probability
55.0%
Current probability
44.9%
evolves via intake + LBP
Conviction
3/5
Signal quality
C
Resolution
pending
Window
2030-06-01 – 2030-06-30
Edges in / out
7 / 0
Tickers exposed
32

Prediction text

High-skilled mechanical labor will be one of the last things to go in automation | high-skilled mechanical labor is very important. Now, perhaps we will in the future or perhaps this will be one of the last things to go

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"
high-skilled mechanical labor is very important. Now, perhaps we will in the future or perhaps this will be one of the last things to go

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 55%2026-04-302026-05-032026-05-10
intake v2milestone miss sweeplbp propagationreference class assignedlegacy v1prior_prob (analyst seed)current = 44.9%

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: 5 fired ✓ · 5 pending
  1. 2026-06-01 → 2026-12-31pendingTesla Optimus mass production begins in Q3 2026 (>=1,000 units shipped)
    How: Tesla earnings disclosure or production update confirms mass production with cumulative shipments >=1,000 units, including Gen 3 22-DoF dexterous hands deployed in factory tasks
    Source: llm_enrichedconf 55%
  2. 2027-06-01 → 2029-12-31pendingHumanoid robot autonomously completes high-skilled mechanical task (e.g., automotive engine assembly)
    How: Public demonstration or peer-validated benchmark showing a humanoid robot autonomously completing a task requiring high-skilled mechanical labor (e.g., engine timing, complex welding, IC fabrication maintenance) without teleoperation, with success rate >90% across 100+ trials
    Source: llm_enrichedconf 40%
  3. 2027-01-01 → 2030-06-30pendingFirst skilled-trade union acknowledges automation displacement risk in collective bargaining
    How: UAW, IBEW, Plumbers & Pipefitters, or comparable major skilled-trade union files contract demands or public statement explicitly addressing humanoid robot displacement of skilled mechanical work
    Source: llm_enrichedconf 55%
  4. 2027-01-01 → 2030-12-31pendingCognitive AI agents demonstrate >50% replacement rate for entry-level white-collar before humanoid does same for trades
    How: Anthropic's or OpenAI's published evaluation suite or independent labor-displacement study shows AI agents complete >50% of entry-level legal/finance/marketing analyst tasks while no comparable benchmark exists for skilled trades — would confirm prediction temporally
    Source: llm_enrichedconf 65%
  5. 2028-01-01 → 2031-12-31pendingBLS or OECD employment statistics show high-skilled mechanical occupations resilient vs cognitive jobs
    How: BLS Occupational Employment Statistics or OECD Labour Force Survey shows employment in mechanic/machinist/electrician/plumber categories stable or growing while white-collar professional occupations show absolute decline of >5% — would partially confirm prediction
    Source: llm_enrichedconf 60%

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: 45%)

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
LBP2026-05-10T02:00:02Z44.9%-1.3pp
Network propagation: 46.2% → 44.9%
6-iter LBP, residual 0.00584 · damping 0.5, w_intrinsic 0.5 · method lbp_v3 · run e5c18d29
LBP2026-05-03T02:00:01Z46.2%-2.0pp
Network propagation: 48.2% → 46.2%
6-iter LBP, residual 0.00677 · damping 0.5, w_intrinsic 0.5 · method lbp_v3 · run 1a683ac9
LBP2026-04-30T16:39:51Z48.2%-2.9pp
Network propagation: 51.1% → 48.2%
5-iter LBP, residual 0.00825 · damping 0.5, w_intrinsic 0.5 · method lbp_v2 · run 0c8a4ea3
LBP2026-04-30T02:18:57Z51.1%-3.9pp
Network propagation: 55.0% → 51.1%
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%0.5500.050-0.046
prereqSEM_042
2025 will be the definitive year that agentic systems finallKevin Weil
73.8%0.5500.050-0.035
prereqSEM_012
Nvidia quadrupled chip production output while only doublingJensen Huang
75.0%0.5500.050-0.027
killerTK04
Macro Recession 2026-27 (Structural Deleveraging)
25.0%0.0500.550-0.024
prereqSEM_008
Training runs costing $10 billion for a single model will coDario Amodei
76.9%0.5500.050-0.018

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": "perhaps this will be one of the last things to go",
  "to_year": 2030,
  "verbatim": "high-skilled mechanical labor is very important. Now, perhaps we will in the future or perhaps this will be one of the last things to go",
  "conv_cues": "perhaps",
  "direction": "NOT_HAPPEN",
  "from_year": 2030,
  "timeframe": "long-term future",
  "conv_level": "MEDIUM",
  "milestones": [
    {
      "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": -10,
      "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": -9,
      "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": -8,
      "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": -7,
      "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": -6,
      "source_id": "238_009",
      "expected_date": "2026-04-29",
      "observed_date": "2026-04-29"
    },
    {
      "kind": "llm_pre_event",
      "label": "Tesla Optimus mass production begins in Q3 2026 (>=1,000 units shipped)",
      "source": "llm_enriched",
      "status": "pending",
      "weight": 0.4,
      "ordinal": -5,
      "source_id": null,
      "confidence": 0.55,
      "expected_date": "2026-09-15",
      "research_origin": "training",
      "expected_date_range": {
        "to": "2026-12-31",
        "from": "2026-06-01"
      },
      "measurement_criterion": "Tesla earnings disclosure or production update confirms mass production with cumulative shipments >=1,000 units, including Gen 3 22-DoF dexterous hands deployed in factory tasks"
    },
    {
      "kind": "llm_pre_event",
      "label": "Humanoid robot autonomously completes high-skilled mechanical task (e.g., automotive engine assembly)",
      "source": "llm_enriched",
      "status": "pending",
      "weight": 0.4,
      "ordinal": -4,
      "source_id": null,
      "confidence": 0.4,
      "expected_date": "2028-09-15",
      "research_origin": "training",
      "expected_date_range": {
        "to": "2029-12-31",
        "from": "2027-06-01"
      },
      "measurement_criterion": "Public demonstration or peer-validated benchmark showing a humanoid robot autonomously completing a task requiring high-skilled mechanical labor (e.g., engine timing, complex welding, IC fabrication maintenance) without teleoperation, with success rate >90% across 100+ trials"
    },
    {
      "kind": "llm_pre_event",
      "label": "First skilled-trade union acknowledges automation displacement risk in collective bargaining",
      "source": "llm_enriched",
      "status": "pending",
      "weight": 0.4,
      "ordinal": -3,
      "source_id": null,
      "confidence": 0.55,
      "expected_date": "2028-09-30",
      "research_origin": "training",
      "expected_date_range": {
        "to": "2030-06-30",
        "from": "2027-0
... (truncated)