Regulation will come into place making autonomous safety case demonstrably superior
Predictor: Dara Khosrowshahi · ep#243 "Uber vs. Tesla, Robotaxi Timelines, and the End of Human Driving | Uber CEO Dara Khosrowshahi | #243" · source
Prediction text
Regulation will come into place making autonomous safety case demonstrably superior | we do think that kind of the regulation is coming to place that will make sure that the safety case is one where the autonomous drivers is actually [superior]
Watch events: Waymo 1M rides/wk (end-2026); Tesla Robotaxi scaling; NHTSA AV rules
Verbatim quote
we do think that kind of the regulation is coming to place that will make sure that the safety case is one where the autonomous drivers is actually [superior]
Predictor: Dara Khosrowshahi
Calibration plot (stated vs observed)
Evidence about this node from Dara Khosrowshahi 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
- 2026-05-28overdueTexas SB 2807 AV authorization rules become enforceable (May 28 2026 effective date)How: TxDMV begins enforcing required commercial AV authorization for fleet operators in TexasSource: deep_research_enrichedconf 92%
- 2026-06-01 → 2027-06-30pendingSELF DRIVE Act 2026 (HR 7390) passes full House vote with AV liability provisionsHow: House of Representatives floor vote passing federal AV regulation bill with explicit liability/safety-case languageSource: deep_research_enrichedconf 55%
- 2027-01-17pendingQ1 window check-in (25%)
- 2027-01-01 → 2028-06-30pendingNHTSA issues Federal Motor Vehicle Safety Standards (FMVSS) update with explicit AV safety-case thresholdHow: NHTSA publishes final rule in Federal Register defining numerical safety performance threshold required for AV operationSource: llm_enrichedconf 50%
- 2027-10-06pendingQ2 window check-in (50%)
- 2027-06-01 → 2028-12-31pendingIndependent crash data shows AVs >=2x safer than human drivers on per-mile basis (peer-reviewed)How: Peer-reviewed paper or NHTSA-published statistic showing AV crash rate per mile <=50% of human-driver baseline at >100M cumulative AV milesSource: llm_enrichedconf 60%
- 2028-06-24pendingQ3 window check-in (75%)
- 2028-01-01 → 2029-03-13pendingFederal preemption framework replaces state-by-state AV patchworkHow: Federal statute or NHTSA rule explicitly preempts state AV regulation in at least one major operational area (deployment, liability, or testing)Source: llm_enrichedconf 40%
- 2028-06-01 → 2030-06-30pendingFirst state mandates AV-only routes/lanes during peak hours based on safety caseHow: State or municipal regulation creating dedicated AV-priority lanes citing demonstrated safety advantageSource: llm_enrichedconf 30%
What if this resolves?
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Evidence chain
Raw metadata
{
"trf": 0.9779535463127074,
"kappa": 0.6875,
"base_rate": null,
"predictor": "Dara Khosrowshahi",
"total_llr": -0.4054651081081644,
"grace_days": 7,
"bayesian_v2": true,
"prior_logit": -0.3800552365300641,
"bayes_factor": "1.3:1 against",
"blend_reason": "no reference_class linked",
"inside_prior": 0.4061135747555345,
"kappa_source": "predictor_table",
"n_milestones": 1,
"blend_applied": false,
"contributions": [
{
"llr": -0.4054651081081644,
"kind": "llm_pre_event",
"kappa": 0.6325000000000001,
"label": "Texas SB 2807 AV authorization rules become enforceable (May 28 2026 effective date)",
"weight": 0.4,
"strength": "weak",
"confidence": 0.92,
"source_url": "https://www.txdmv.gov/AVprogram",
"adjusted_llr": -0.256456680878414,
"expected_date": "2026-05-28",
"measurement_criterion": "TxDMV begins enforcing required commercial AV authorization for fleet operators in Texas"
}
],
"evidence_kind": "metadata_milestone_miss_sweep",
"inside_source": "history_v2",
"inside_weight": 0.31543251758110485,
"outside_weight": 0.6845674824188952,
"posterior_prob": 0.3460354502783013,
"posterior_logit": -0.6365119174084781,
"predictor_brier": 0.01047,
"inside_posterior": 0.3460354502783013,
"blended_posterior": 0.3460354502783013,
"reference_class_id": null,
"total_adjusted_llr": -0.256456680878414,
"predictor_n_resolved": 3
}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 |
|---|---|---|---|---|---|
| killer | TK06 China-Taiwan Military Conflict | 8.0% | 0.050 | 0.550 | +0.164 |
| killer | TK11 Autonomous Regulatory Block (Level 4 Halt) | 10.0% | 0.050 | 0.550 | +0.154 |
| prereq | S_ROBOTAXI_MASS_2030 Robotaxi >10% urban miles by Nov 2030 | 30.0% | 0.550 | 0.050 | -0.146 |
Top outgoing (children)
Predictions THIS node influences
No outgoing edges.
Ticker exposure
Beneficiaries (24)
Adverse (5)
Prerequisites (3)
| Type | Pred | Title | Domain | Lag |
|---|---|---|---|---|
| prereq | S_ROBOTAXI_MASS_2030 | Robotaxi >10% urban miles by Nov 2030 | robotaxi_deployment | — |
| killer | TK11 | Autonomous Regulatory Block (Level 4 Halt) | — | — |
| killer | TK06 | China-Taiwan Military Conflict | — | — |
Dependents (0)
| Type | Pred | Title | Domain | Lag |
|---|---|---|---|---|
| No dependents | ||||
Linked documents (1)
| Sim | Source | Title | Market prob | Polarity | Reviewed | Published |
|---|---|---|---|---|---|---|
| 0.645 | arxiv | Practical validation of synthetic pre-crash scenarios | — | mentions | pending | 2026-05-06 |
Raw metadata
{
"nia": false,
"url": "https://www.youtube.com/watch?v=fzKVYNBg50E",
"mode": "PREDICTION",
"role": "Guest-CEO",
"context": "we do think that kind of the regulation is coming to place that will make sure that the safety case is one where the autonomous drivers is actually",
"verbatim": "we do think that kind of the regulation is coming to place that will make sure that the safety case is one where the autonomous drivers is actually [superior]",
"conv_cues": "we do think",
"direction": "HAPPEN",
"timeframe": "Coming",
"conv_level": "MEDIUM",
"milestones": [
{
"kind": "llm_pre_event",
"label": "Texas SB 2807 AV authorization rules become enforceable (May 28 2026 effective date)",
"source": "deep_research_enriched",
"status": "overdue",
"weight": 0.4,
"ordinal": -8,
"source_id": null,
"confidence": 0.92,
"source_url": "https://www.txdmv.gov/AVprogram",
"expected_date": "2026-05-28",
"miss_emitted_at": "2026-06-05T22:16:02.777625+00:00",
"miss_emitted_by": "metadata_milestone_sweep",
"research_origin": "deep_research",
"measurement_criterion": "TxDMV begins enforcing required commercial AV authorization for fleet operators in Texas"
},
{
"kind": "llm_pre_event",
"label": "SELF DRIVE Act 2026 (HR 7390) passes full House vote with AV liability provisions",
"source": "deep_research_enriched",
"status": "pending",
"weight": 0.4,
"ordinal": -7,
"source_id": null,
"confidence": 0.55,
"source_url": "https://www.act-news.com/news/congress-formalizes-av-framework/",
"expected_date": "2026-12-15",
"research_origin": "deep_research",
"expected_date_range": {
"to": "2027-06-30",
"from": "2026-06-01"
},
"measurement_criterion": "House of Representatives floor vote passing federal AV regulation bill with explicit liability/safety-case language"
},
{
"kind": "quartile_checkpoint",
"label": "Q1 window check-in (25%)",
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"observed_date": null
},
{
"kind": "llm_pre_event",
"label": "NHTSA issues Federal Motor Vehicle Safety Standards (FMVSS) update with explicit AV safety-case threshold",
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"measurement_criterion": "NHTSA publishes final rule in Federal Register defining numerical safety performance threshold required for AV operation"
},
{
"kind": "quartile_checkpoint",
"label": "Q2 window check-in (50%)",
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"ordinal": -4,
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"observed_date": null
},
{
"kind": "llm_pre_event",
"label": "Independent crash data shows AVs >=2x safer than human drivers on per-mile basis (peer-reviewed)",
"source": "llm_enriched",
"status": "pending",
"weight": 0.4,
"ordinal": -3,
"source_id": null,
"confidence": 0.6,
"expected_date": "2028-03-16",
"research_origin": "training",
"expected_date_range": {
"to": "2028-12-31",
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},
{
"kind": "quartile_checkpoint",
"label": "Q3 window check-in (75%)",
"status": "pending",
"weight": 0.05,
"ordinal": -2,
"source_id": null,
"expected_date": "2028-06-2
... (truncated)