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242_017predictionAuto/TransportAI-scaling

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

Prior probability
60.0%
Current probability
44.7%
evolves via intake + LBP
Conviction
4/5
Signal quality
B
Resolution
pending
Window
2026-04-30 – 2030-11-30
Edges in / out
6 / 0
Tickers exposed
39

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

From episode "Elon Enters the Chip Race, the S&P 500 Repricing, and Human Drivers Will Become Illegal | EP #242"
the self-driving is 90% safer, soon to be 95, 97% safer

Predictor: Dave Blundin

κ + Brier as of 2026-05-22
κ (discount)
0.821
Brier
0.0491
excellent
Hits / Misses
3 / 2
of 9 resolved
Hit rate
33.3%
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

Not linked

This node isn't linked to a reference class. The Bayesian update applies without outside-view blending.

Probability over time

5 prob_history rows
0%25%50%75%100%prior 60%2026-04-302026-05-032026-05-17
intake v2milestone miss sweeplbp propagationreference class assignedlegacy v1prior_prob (analyst seed)current = 44.7%

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: 2 fired ✓ · 6 pending
  1. 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 reductions
    Source: https://waymo.com/blog/2024/12/new-swiss-re-study-waymo/conf 99%
    Notes: HIT — independent insurance-claims-based validation, hard to dispute.
  2. 2026-03-19hitWaymo demonstrates 92% reduction in serious/fatal injury crashes vs human benchmark
    How: Waymo publishes safety impact update showing 92% fewer serious/fatal-injury crashes vs human drivers in same conditions, at 170M+ autonomous miles
    Source: 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.
  3. 2026-06-01 → 2026-12-31pendingWaymo crosses 200M autonomous miles with continued safety performance
    How: Waymo announces autonomous miles >200M with sustained or improved crash-rate reductions vs human benchmark
    Source: Waymo trajectory: 127M miles thru Sept 2025, 170M by Mar 2026 = ~20M miles/quarterconf 85%
  4. 2027-02-06pendingQ1 window check-in (25%)
  5. 2027-11-16pendingQ2 window check-in (50%)
  6. 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 benchmark
    Source: 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.
  7. 2028-08-24pendingQ3 window check-in (75%)
  8. 2027-06-01 → 2030-11-30pendingFederal/state insurance regulators codify AV safety as superior to human driver baseline
    How: Federal NHTSA or major state insurance commissioner explicitly classifies licensed AV operators as 'safer than human' for actuarial purposes
    Source: 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?

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
LBP2026-05-17T02:00:01Z44.7%-1.0pp
Network propagation: 45.7% → 44.7%
5-iter LBP, residual 0.00689 · damping 0.5, w_intrinsic 0.5 · method lbp_v3 · run e607fa96
LBP2026-05-10T02:00:02Z45.7%-2.0pp
Network propagation: 47.7% → 45.7%
6-iter LBP, residual 0.00584 · damping 0.5, w_intrinsic 0.5 · method lbp_v3 · run e5c18d29
LBP2026-05-03T02:00:01Z47.7%-4.0pp
Network propagation: 51.8% → 47.7%
6-iter LBP, residual 0.00677 · damping 0.5, w_intrinsic 0.5 · method lbp_v3 · run 1a683ac9
LBP2026-04-30T16:39:51Z51.8%-2.8pp
Network propagation: 54.6% → 51.8%
5-iter LBP, residual 0.00825 · damping 0.5, w_intrinsic 0.5 · method lbp_v2 · run 0c8a4ea3
LBP2026-04-30T02:18:57Z54.6%-5.4pp
Network propagation: 60.0% → 54.6%
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
prereqS_ROBOTAXI_MASS_2030
Robotaxi >10% urban miles by Nov 2030
30.0%0.6000.050-0.232
killerTK03
AI Regulatory Moratorium (EU/US Capability Freeze)
10.0%0.0500.600+0.098
killerTK02
AI Compute Supply Shock (TSMC/Taiwan Disruption)
12.0%0.0500.600+0.087
killerTK01
AGI Capability Plateau (2026-27 Training Stall)
15.0%0.0500.600+0.071
killerTK09
Energy Grid Cap (Data Center Power Wall)
35.0%0.0500.600-0.039

Top outgoing (children)

Predictions THIS node influences

No outgoing edges.

Ticker exposure

39 ticker(s) linked

Beneficiaries (24)

NBISNVDAPLABEQIXAPLDASMIYASMLWULFIRENALABMUCRWVAMZNMSFTSTXSFTBYDELLAMTORCLGOOGLAAPLIRMLNVGYMETA

Adverse (6)

IBMACNCHGGGENLRNWNS

Prerequisites (6)

Predictions that must hit first
TypePredTitleDomainLag
prereqS_ROBOTAXI_MASS_2030Robotaxi >10% urban miles by Nov 2030robotaxi_deployment
killerTK09Energy Grid Cap (Data Center Power Wall)
killerTK05Rate Regime Persistence (10y > 5% through 2028)
killerTK01AGI Capability Plateau (2026-27 Training Stall)
killerTK02AI Compute Supply Shock (TSMC/Taiwan Disruption)
killerTK03AI Regulatory Moratorium (EU/US Capability Freeze)

Dependents (0)

Predictions enabled by this
TypePredTitleDomainLag
No dependents

Linked documents (1)

Auto-generated by cosine similarity from Polymarket / Manifold / EDGAR / GDELT
SimSourceTitleMarket probPolarityReviewedPublished
0.662manifoldWill a Waymo self-driving car be involved in a fatal accident before July 1, 2026?8%mentionspending2026-04-27

Raw metadata

From Thesis_Timeline_v1.0_FINAL workbook
{
  "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)