← Cockpit
242_022predictionReal EstateAI-timing

Personal garages at home will disappear

Predictor: Peter Diamandis · ep#242 "Elon Enters the Chip Race, the S&P 500 Repricing, and Human Drivers Will Become Illegal | EP #242" · source

Prior probability
65.0%
Current probability
55.0%
evolves via intake + LBP
Conviction
4/5
Signal quality
B
Resolution
pending
Window
2026-04-30 – 2031-12-31
Edges in / out
8 / 5
Tickers exposed
33

Prediction text

Personal garages at home will disappear | I think the idea of a garage, a personal garage in your home, goes away. So, start thinking about what you're going to do with your garage space.

Verbatim quote

From episode "Elon Enters the Chip Race, the S&P 500 Repricing, and Human Drivers Will Become Illegal | EP #242"
I think the idea of a garage, a personal garage in your home, goes away. So, start thinking about what you're going to do with your garage space.

Predictor: Peter Diamandis

κ + Brier as of 2026-05-22
κ (discount)
0.875
Brier
0.0367
excellent
Hits / Misses
10 / 0
of 15 resolved
Hit rate
66.7%
Calibration plot (stated vs observed)

Evidence about this node from Peter Diamandis 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 65%2026-04-302026-05-032026-05-10
intake v2milestone miss sweeplbp propagationreference class assignedlegacy v1prior_prob (analyst seed)current = 55.0%

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 ✓ · 3 pending
  1. 2025-11-30hitRobotaxi market reaches scale in 5+ US cities (2,500+ Waymo fleet)
    How: Waymo + Tesla + Zoox combined fleet exceeds 3,000 robotaxis in commercial paid service across at least 5 US metro areas.
    Source: CNBC — Waymo, Zoox and Tesla drive 2025 robotaxi boomconf 90%
    Notes: HIT — geographic spread is required for residential garage substitution to begin.
  2. 2025-12-31hitWaymo paid rides surpass 20M cumulative + 250K/week run-rate (Dec 2025)
    How: Waymo publicly reports cumulative paid trips above 20 million and weekly run-rate above 250,000 across operating cities, demonstrating accelerating AV displacement of personal-vehicle trips.
    Source: The Driverless Digest — Waymo's 2025 Year in Reviewconf 95%
    Notes: HIT — direct precondition for personal garages becoming optional. AV ride volume is the substitution mechanism.
  3. 2027-01-01 → 2030-06-30pendingFirst major US homebuilder eliminates 2-car garage as standard in new SKUs
    How: A top-20 US homebuilder (D.R. Horton, Lennar, PulteGroup, NVR, Toll Brothers, etc.) publicly markets a new home line where the 2-car garage has been replaced by a smaller AV-staging bay or eliminated entirely.
    Source: Anticipated — homebuilder press releases, NAHB reportsconf 35%
    Notes: Direct construction-side evidence that the 'garage goes away' thesis is being capitalized into housing stock.
  4. 2027-01-01 → 2030-12-31pendingZoning code revisions reducing garage-required minimums in 5+ major US cities
    How: Five or more US municipalities (top-100 by population) revise residential zoning codes to eliminate or reduce minimum garage/parking requirements for new single-family residential construction.
    Source: Anticipated — APA Planning Magazine, Strong Towns reportingconf 50%
    Notes: Cascade — regulatory follow-through to AV adoption. Some California cities already moving (AB 2097).
  5. 2028-01-01 → 2031-12-31pendingUS household vehicle ownership rate falls below 1.5 per household (from 1.83)
    How: Census ACS or BTS reports US household average vehicle ownership has declined from 2024 baseline of 1.83 to below 1.5, indicating multi-car households reducing fleets.
    Source: Anticipated — US Census ACS, Bureau of Transportation Statisticsconf 30%
    Notes: Aggregate ownership is the leading indicator for garage utilization.
  6. 2036-09-06pendingMoon base will exist in 10 years

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: 55%)

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
LBP2026-05-10T02:00:02Z55.0%-1.3pp
Network propagation: 56.3% → 55.0%
6-iter LBP, residual 0.00584 · damping 0.5, w_intrinsic 0.5 · method lbp_v3 · run e5c18d29
LBP2026-05-03T02:00:01Z56.3%-2.0pp
Network propagation: 58.2% → 56.3%
6-iter LBP, residual 0.00677 · damping 0.5, w_intrinsic 0.5 · method lbp_v3 · run 1a683ac9
LBP2026-04-30T16:39:51Z58.2%-2.7pp
Network propagation: 60.9% → 58.2%
5-iter LBP, residual 0.00825 · damping 0.5, w_intrinsic 0.5 · method lbp_v2 · run 0c8a4ea3
LBP2026-04-30T02:18:57Z60.9%-4.1pp
Network propagation: 65.0% → 60.9%
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
prereqSEM_042
2025 will be the definitive year that agentic systems finallKevin Weil
73.8%0.6500.050-0.063
prereq235_038
David Sinclair begins partial epigenetic reprogramming trialPeter Diamandis
74.0%0.6500.050-0.060
prereqSEM_012
Nvidia quadrupled chip production output while only doublingJensen Huang
75.0%0.6500.050-0.054
prereqSEM_008
Training runs costing $10 billion for a single model will coDario Amodei
76.9%0.6500.050-0.043
killerTK03
AI Regulatory Moratorium (EU/US Capability Freeze)
10.0%0.0500.650+0.040

Top outgoing (children)

Predictions THIS node influences

KindNodeTheir probP(c|s=T)P(c|s=F)Δ implied
prereq235_030
Ray Kurzweil predicts Longevity Escape Velocity (LEV) by 203Ray Kurzweil
39.2%0.7500.050+0.037
prereqSEM_034
True artificial general intelligence will be achieved betweeDemis Hassabis
28.7%0.5500.050+0.034
prereq239_008
Moon base will exist in 10 yearsElon Musk
28.8%0.5500.050+0.033
prereq240_036
TEPCO's restarted reactor will support 20% of Japan's electrPeter Diamandis
34.3%0.6500.050+0.032
prereq246_016
Dragonfly nuclear-powered octicopter arrives at Titan in 203Peter Diamandis
35.6%0.6500.050+0.019

Ticker exposure

33 ticker(s) linked

Beneficiaries (23)

SOUNCRWVSITMNVDAARMGTLBBBAITSMAPLDCEVAAIMSFTMRVLSFTBYORCLQCOMAVGOBABAAMDGOOGLIBMAMZNMETA

Adverse (6)

WNSCHGGCTSHIBMINFYACN

Prerequisites (8)

Predictions that must hit first
TypePredTitleDomainLag
prereq238_009Recursive self-improvement is already happening now (no longer three years out)AI
prereq235_038David Sinclair begins partial epigenetic reprogramming trials with Life Biosciences in March 2026.Biotech/Longevity
prereqSEM_008Training runs costing $10 billion for a single model will commence sometime in 2025.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
killerTK14Superbubble Pop (S&P 500 -40%, Moonshot Capital Evaporates)
killerTK01AGI Capability Plateau (2026-27 Training Stall)
killerTK03AI Regulatory Moratorium (EU/US Capability Freeze)

Dependents (5)

Predictions enabled by this
TypePredTitleDomainLag
prereq235_030Ray Kurzweil predicts Longevity Escape Velocity (LEV) by 2033.Biotech/Longevity
prereq246_016Dragonfly nuclear-powered octicopter arrives at Titan in 2034.Space
prereq240_036TEPCO's restarted reactor will support 20% of Japan's electric needs by 2040Energy
prereqSEM_034True artificial general intelligence will be achieved between 2032 and 2042 — 'first we solve AI, then use AI to solve everything else'.AI/AGI
prereq239_008Moon base will exist in 10 yearsSpace

Raw metadata

From Thesis_Timeline_v1.0_FINAL workbook
{
  "nia": false,
  "url": "https://www.youtube.com/watch?v=wMLcIWLlcWg",
  "mode": "PREDICTION",
  "role": "Host",
  "context": "the idea of a garage, a personal garage in your home, goes away",
  "verbatim": "I think the idea of a garage, a personal garage in your home, goes away. So, start thinking about what you're going to do with your garage space.",
  "conv_cues": "goes away",
  "direction": "HAPPEN",
  "timeframe": "unspecified future",
  "conv_level": "HIGH",
  "milestones": [
    {
      "kind": "llm_pre_event",
      "label": "Robotaxi market reaches scale in 5+ US cities (2,500+ Waymo fleet)",
      "notes": "HIT — geographic spread is required for residential garage substitution to begin.",
      "source": "CNBC — Waymo, Zoox and Tesla drive 2025 robotaxi boom",
      "status": "hit",
      "weight": 0.4,
      "ordinal": -10,
      "source_id": null,
      "confidence": 0.9,
      "source_url": "https://www.cnbc.com/2025/12/16/waymo-amazon-zoox-tesla-robotaxi-expansion.html",
      "expected_date": "2025-11-30",
      "observed_date": "2025-11-30",
      "research_origin": "deep_research",
      "measurement_criterion": "Waymo + Tesla + Zoox combined fleet exceeds 3,000 robotaxis in commercial paid service across at least 5 US metro areas."
    },
    {
      "kind": "llm_pre_event",
      "label": "Waymo paid rides surpass 20M cumulative + 250K/week run-rate (Dec 2025)",
      "notes": "HIT — direct precondition for personal garages becoming optional. AV ride volume is the substitution mechanism.",
      "source": "The Driverless Digest — Waymo's 2025 Year in Review",
      "status": "hit",
      "weight": 0.4,
      "ordinal": -9,
      "source_id": null,
      "confidence": 0.95,
      "source_url": "https://www.thedriverlessdigest.com/p/waymos-2025-year-in-review-the-year",
      "expected_date": "2025-12-31",
      "observed_date": "2025-12-31",
      "research_origin": "deep_research",
      "measurement_criterion": "Waymo publicly reports cumulative paid trips above 20 million and weekly run-rate above 250,000 across operating cities, demonstrating accelerating AV displacement of personal-vehicle trips."
    },
    {
      "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": -8,
      "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": -7,
      "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": -6,
      "source_id": "SEM_042",
      "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": -5,
      "source_id": "238_009",
      "expected_date": "2026-04-29",
      "observed_date": "2026-04-29"
    },
    {
      "kind": "prereq",
      "label": "David Sinclair begins partial epigenetic reprogramming trials with Life Biosciences in March 2026.",
      "status": "hit",
      "weight": 0.5,
      "ordinal": -4,
      "source_id": "235_038",
      "expected_date": "2026-04-29",
      "observed_date": "2026-04-29"
    },
    {
      "kind": "llm_pre_event",
      "label": "First major US homebuilder eliminates 2-car garage as standard in new SKUs",
      "notes": "Direct construction-side evidence that the 'garage goes away' thesis is being capi
... (truncated)