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243_009predictionAuto/Transportautonomous

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

Prior probability
55.0%
Current probability
34.6%
evolves via intake + LBP
Conviction
3/5
Signal quality
C
Resolution
pending
Window
2026-04-30 – 2030-11-30
Edges in / out
3 / 0
Tickers exposed
31

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

From episode "Uber vs. Tesla, Robotaxi Timelines, and the End of Human Driving | Uber CEO Dara Khosrowshahi | #243"
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

κ + Brier as of 2026-05-22
κ (discount)
0.688
Brier
0.0105
excellent
Hits / Misses
2 / 0
of 3 resolved
Hit rate
66.7%
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

Not linked

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

Probability over time

6 prob_history rows
0%25%50%75%100%prior 55%2026-04-302026-05-102026-06-05
intake v2milestone miss sweeplbp propagationreference class assignedlegacy v1prior_prob (analyst seed)current = 34.6%

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: 1 overdue ⏱ · 7 pending
  1. 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 Texas
    Source: deep_research_enrichedconf 92%
  2. 2026-06-01 → 2027-06-30pendingSELF DRIVE Act 2026 (HR 7390) passes full House vote with AV liability provisions
    How: House of Representatives floor vote passing federal AV regulation bill with explicit liability/safety-case language
    Source: deep_research_enrichedconf 55%
  3. 2027-01-17pendingQ1 window check-in (25%)
  4. 2027-01-01 → 2028-06-30pendingNHTSA issues Federal Motor Vehicle Safety Standards (FMVSS) update with explicit AV safety-case threshold
    How: NHTSA publishes final rule in Federal Register defining numerical safety performance threshold required for AV operation
    Source: llm_enrichedconf 50%
  5. 2027-10-06pendingQ2 window check-in (50%)
  6. 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 miles
    Source: llm_enrichedconf 60%
  7. 2028-06-24pendingQ3 window check-in (75%)
  8. 2028-01-01 → 2029-03-13pendingFederal preemption framework replaces state-by-state AV patchwork
    How: 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%
  9. 2028-06-01 → 2030-06-30pendingFirst state mandates AV-only routes/lanes during peak hours based on safety case
    How: State or municipal regulation creating dedicated AV-priority lanes citing demonstrated safety advantage
    Source: llm_enrichedconf 30%

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: 35%)

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
metadata_milestone_miss_sweep2026-06-05T22:16:02Z34.6%-6.0pp
metadata_milestone_miss_sweep bayesian_v2 n=1 inside=0.346 blend=0.346 LLR=-0.256 κ=0.69 no_blend
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
}
LBP2026-05-17T02:00:01Z40.6%-1.6pp
Network propagation: 42.2% → 40.6%
5-iter LBP, residual 0.00689 · damping 0.5, w_intrinsic 0.5 · method lbp_v3 · run e607fa96
LBP2026-05-10T02:00:02Z42.2%-3.2pp
Network propagation: 45.4% → 42.2%
6-iter LBP, residual 0.00584 · damping 0.5, w_intrinsic 0.5 · method lbp_v3 · run e5c18d29
LBP2026-05-03T02:00:01Z45.4%-6.3pp
Network propagation: 51.7% → 45.4%
6-iter LBP, residual 0.00677 · damping 0.5, w_intrinsic 0.5 · method lbp_v3 · run 1a683ac9
LBP2026-04-30T16:39:51Z51.7%-1.1pp
Network propagation: 52.8% → 51.7%
5-iter LBP, residual 0.00825 · damping 0.5, w_intrinsic 0.5 · method lbp_v2 · run 0c8a4ea3
LBP2026-04-30T02:18:57Z52.8%-2.2pp
Network propagation: 55.0% → 52.8%
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
killerTK06
China-Taiwan Military Conflict
8.0%0.0500.550+0.164
killerTK11
Autonomous Regulatory Block (Level 4 Halt)
10.0%0.0500.550+0.154
prereqS_ROBOTAXI_MASS_2030
Robotaxi >10% urban miles by Nov 2030
30.0%0.5500.050-0.146

Top outgoing (children)

Predictions THIS node influences

No outgoing edges.

Ticker exposure

31 ticker(s) linked

Beneficiaries (24)

INVZWRDLIDRAEVAMBLYPONYOUSTVRRMAMBAAURAIOTHSAIMBGAFBIDUBMWYYGMGOOGLHMCIOTQCOMTMTSLAUBERVWAGY

Adverse (5)

MCYALLCINFPGRTRV

Prerequisites (3)

Predictions that must hit first
TypePredTitleDomainLag
prereqS_ROBOTAXI_MASS_2030Robotaxi >10% urban miles by Nov 2030robotaxi_deployment
killerTK11Autonomous Regulatory Block (Level 4 Halt)
killerTK06China-Taiwan Military Conflict

Dependents (0)

Predictions enabled by this
TypePredTitleDomainLag
No dependents

Linked documents (1)

Auto-generated by cosine similarity from Polymarket / Manifold / EDGAR / GDELT
SimSourceTitleMarket probPolarityReviewedPublished
0.645arxivPractical validation of synthetic pre-crash scenariosmentionspending2026-05-06

Raw metadata

From Thesis_Timeline_v1.0_FINAL workbook
{
  "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%)",
      "status": "pending",
      "weight": 0.05,
      "ordinal": -6,
      "source_id": null,
      "expected_date": "2027-01-17",
      "observed_date": null
    },
    {
      "kind": "llm_pre_event",
      "label": "NHTSA issues Federal Motor Vehicle Safety Standards (FMVSS) update with explicit AV safety-case threshold",
      "source": "llm_enriched",
      "status": "pending",
      "weight": 0.4,
      "ordinal": -5,
      "source_id": null,
      "confidence": 0.5,
      "expected_date": "2027-10-01",
      "research_origin": "training",
      "expected_date_range": {
        "to": "2028-06-30",
        "from": "2027-01-01"
      },
      "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%)",
      "status": "pending",
      "weight": 0.05,
      "ordinal": -4,
      "source_id": null,
      "expected_date": "2027-10-06",
      "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",
        "from": "2027-06-01"
      },
      "measurement_criterion": "Peer-reviewed paper or NHTSA-published statistic showing AV crash rate per mile <=50% of human-driver baseline at >100M cumulative AV miles"
    },
    {
      "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)