Self-driving will become 95-97% safer than human driving
Predictor: Dave Blundin · ep#242 "Elon Enters the Chip Race, the S&P 500 Repricing, and Human Drivers Will Become Illegal | EP #242" · source
Prediction text
Self-driving will become 95-97% safer than human driving | the self-driving is 90% safer, soon to be 95, 97% safer
Verbatim quote
the self-driving is 90% safer, soon to be 95, 97% safer
Predictor: Dave Blundin
Calibration plot (stated vs observed)
Evidence about this node from Dave Blundin 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
- 2024-12-01hitWaymo demonstrates 88% property damage / 92% bodily injury claim reduction (insurance)How: Waymo + Swiss Re publish study on 25M+ autonomous miles showing 88% property damage and 92% bodily injury claim reductionsSource: https://waymo.com/blog/2024/12/new-swiss-re-study-waymo/conf 99%Notes: HIT — independent insurance-claims-based validation, hard to dispute.
- 2026-03-19hitWaymo demonstrates 92% reduction in serious/fatal injury crashes vs human benchmarkHow: Waymo publishes safety impact update showing 92% fewer serious/fatal-injury crashes vs human drivers in same conditions, at 170M+ autonomous milesSource: https://waymo.com/blog/shorts/waymo-safety-impact-update-170m/ — March 19, 2026 updateconf 99%Notes: HIT — 92% reduction = roughly 'safety multiplier 12-13x'. Dave Blundin's '95-97%' is within striking distance.
- 2026-06-01 → 2026-12-31pendingWaymo crosses 200M autonomous miles with continued safety performanceHow: Waymo announces autonomous miles >200M with sustained or improved crash-rate reductions vs human benchmarkSource: Waymo trajectory: 127M miles thru Sept 2025, 170M by Mar 2026 = ~20M miles/quarterconf 85%
- 2027-02-06pendingQ1 window check-in (25%)
- 2027-11-16pendingQ2 window check-in (50%)
- 2027-01-01 → 2028-12-31pendingWaymo crash-rate metric crosses 95% reduction threshold (matching Blundin claim)How: Waymo or independent (Swiss Re/IIHS) study shows ≥95% reduction in serious-injury crash rate vs human benchmarkSource: Waymo safety trajectory (88-92% in 2024-26 → 95-97% projected)conf 55%Notes: Math: from 92% to 95% requires further 38% relative reduction in residual crash rate — plausible with continued ML improvements but not guaranteed.
- 2028-08-24pendingQ3 window check-in (75%)
- 2027-06-01 → 2030-11-30pendingFederal/state insurance regulators codify AV safety as superior to human driver baselineHow: Federal NHTSA or major state insurance commissioner explicitly classifies licensed AV operators as 'safer than human' for actuarial purposesSource: Insurance regulatory trajectory; current Marsh/Apollo Uber AV master policy precedentconf 45%
No downstream cascades — this prediction is a leaf in the dependency graph.
What if this resolves?
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
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 | S_ROBOTAXI_MASS_2030 Robotaxi >10% urban miles by Nov 2030 | 30.0% | 0.600 | 0.050 | -0.232 |
| killer | TK03 AI Regulatory Moratorium (EU/US Capability Freeze) | 10.0% | 0.050 | 0.600 | +0.098 |
| killer | TK02 AI Compute Supply Shock (TSMC/Taiwan Disruption) | 12.0% | 0.050 | 0.600 | +0.087 |
| killer | TK01 AGI Capability Plateau (2026-27 Training Stall) | 15.0% | 0.050 | 0.600 | +0.071 |
| killer | TK09 Energy Grid Cap (Data Center Power Wall) | 35.0% | 0.050 | 0.600 | -0.039 |
Top outgoing (children)
Predictions THIS node influences
No outgoing edges.
Ticker exposure
Beneficiaries (24)
Adverse (6)
Prerequisites (6)
| Type | Pred | Title | Domain | Lag |
|---|---|---|---|---|
| prereq | S_ROBOTAXI_MASS_2030 | Robotaxi >10% urban miles by Nov 2030 | robotaxi_deployment | — |
| killer | TK09 | Energy Grid Cap (Data Center Power Wall) | — | — |
| killer | TK05 | Rate Regime Persistence (10y > 5% through 2028) | — | — |
| killer | TK01 | AGI Capability Plateau (2026-27 Training Stall) | — | — |
| killer | TK02 | AI Compute Supply Shock (TSMC/Taiwan Disruption) | — | — |
| killer | TK03 | AI Regulatory Moratorium (EU/US Capability Freeze) | — | — |
Dependents (0)
| Type | Pred | Title | Domain | Lag |
|---|---|---|---|---|
| No dependents | ||||
Linked documents (1)
| Sim | Source | Title | Market prob | Polarity | Reviewed | Published |
|---|---|---|---|---|---|---|
| 0.662 | manifold | Will a Waymo self-driving car be involved in a fatal accident before July 1, 2026? | 8% | mentions | pending | 2026-04-27 |
Raw metadata
{
"nia": false,
"qty": "95-97% safer than humans",
"url": "https://www.youtube.com/watch?v=wMLcIWLlcWg",
"mode": "FORECAST",
"role": "Host",
"context": "the self-driving is 90% safer, soon to be 95, 97% safer",
"verbatim": "the self-driving is 90% safer, soon to be 95, 97% safer",
"conv_cues": "soon to be",
"direction": "NUMERIC_TARGET",
"timeframe": "soon",
"conv_level": "HIGH",
"milestones": [
{
"kind": "llm_pre_event",
"label": "Waymo demonstrates 88% property damage / 92% bodily injury claim reduction (insurance)",
"notes": "HIT — independent insurance-claims-based validation, hard to dispute.",
"source": "https://waymo.com/blog/2024/12/new-swiss-re-study-waymo/",
"status": "hit",
"weight": 0.4,
"ordinal": -8,
"source_id": null,
"confidence": 0.99,
"source_url": "https://waymo.com/blog/2024/12/new-swiss-re-study-waymo/",
"expected_date": "2024-12-01",
"observed_date": "2024-12-01",
"research_origin": "deep_research",
"measurement_criterion": "Waymo + Swiss Re publish study on 25M+ autonomous miles showing 88% property damage and 92% bodily injury claim reductions"
},
{
"kind": "llm_pre_event",
"label": "Waymo demonstrates 92% reduction in serious/fatal injury crashes vs human benchmark",
"notes": "HIT — 92% reduction = roughly 'safety multiplier 12-13x'. Dave Blundin's '95-97%' is within striking distance.",
"source": "https://waymo.com/blog/shorts/waymo-safety-impact-update-170m/ — March 19, 2026 update",
"status": "hit",
"weight": 0.4,
"ordinal": -7,
"source_id": null,
"confidence": 0.99,
"source_url": "https://waymo.com/blog/shorts/waymo-safety-impact-update-170m/",
"expected_date": "2026-03-19",
"observed_date": "2026-03-19",
"research_origin": "deep_research",
"measurement_criterion": "Waymo publishes safety impact update showing 92% fewer serious/fatal-injury crashes vs human drivers in same conditions, at 170M+ autonomous miles"
},
{
"kind": "llm_pre_event",
"label": "Waymo crosses 200M autonomous miles with continued safety performance",
"source": "Waymo trajectory: 127M miles thru Sept 2025, 170M by Mar 2026 = ~20M miles/quarter",
"status": "pending",
"weight": 0.4,
"ordinal": -6,
"source_id": null,
"confidence": 0.85,
"expected_date": "2026-09-15",
"research_origin": "deep_research",
"expected_date_range": {
"to": "2026-12-31",
"from": "2026-06-01"
},
"measurement_criterion": "Waymo announces autonomous miles >200M with sustained or improved crash-rate reductions vs human benchmark"
},
{
"kind": "quartile_checkpoint",
"label": "Q1 window check-in (25%)",
"status": "pending",
"weight": 0.05,
"ordinal": -5,
"source_id": null,
"expected_date": "2027-02-06",
"observed_date": null
},
{
"kind": "quartile_checkpoint",
"label": "Q2 window check-in (50%)",
"status": "pending",
"weight": 0.05,
"ordinal": -4,
"source_id": null,
"expected_date": "2027-11-16",
"observed_date": null
},
{
"kind": "llm_pre_event",
"label": "Waymo crash-rate metric crosses 95% reduction threshold (matching Blundin claim)",
"notes": "Math: from 92% to 95% requires further 38% relative reduction in residual crash rate — plausible with continued ML improvements but not guaranteed.",
"source": "Waymo safety trajectory (88-92% in 2024-26 → 95-97% projected)",
"status": "pending",
"weight": 0.4,
"ordinal": -3,
"source_id": null,
"confidence": 0.55,
"expected_date": "2028-01-01",
"research_origin": "training",
"expected_date_range": {
"to": "2028-12-31",
"from": "2027-01-01"
},
"measurement_criterion": "Waymo or independent (Swiss Re/IIH
... (truncated)