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243_011predictionAuto/Transportautonomous

Autonomous driver will be much safer than a human being

Predictor: Dara Khosrowshahi · ep#243 "Uber vs. Tesla, Robotaxi Timelines, and the End of Human Driving | Uber CEO Dara Khosrowshahi | #243" · source

Prior probability
60.0%
Current probability
44.4%
evolves via intake + LBP
Conviction
4/5
Signal quality
C
Resolution
pending
Window
2026-04-30 – 2030-11-30
Edges in / out
3 / 0
Tickers exposed
31

Prediction text

Autonomous driver will be much safer than a human being | we are quite confident that the driver is going to be much safer than a human being.

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 are quite confident that the driver is going to be much safer than a human being.

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

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 = 44.4%

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: 3 fired ✓ · 6 pending
  1. 2025-05-31hitWaymo achieves 80%+ injury-crash reduction at 56.7M rider-only miles
    How: Peer-reviewed Waymo crash study at >50M rider-only miles confirms ≥80% reduction in any-injury-reported crashes vs human benchmark
    Source: Taylor & Francis / PubMed: Waymo rider-only at 56.7M miles, 79% any-injury and 81% airbag-deployment reduction; 96% V2V intersection any-injury reductionconf 99%
    Notes: HIT — peer-reviewed study at 56.7M miles directly supports 'much safer than human'. 92% pedestrian-injury and 78% cyclist-injury reductions also documented.
  2. 2025-09-30hitWaymo public Safety Impact dashboard reaches 90%+ liability claim reduction
    How: Waymo / Swiss Re published 90%+ reduction in bodily injury insurance claims at 25M+ miles
    Source: Waymo Safety Impact: 92% bodily injury, 88% property damage reduction at 25.3M milesconf 99%
  3. 2026-04-22hitWaymo serves 500K+ autonomous rides per week
    How: Waymo publicly reports ≥500K fully-autonomous rides per week across operating metros
    Source: 9to5Google: Waymo 500K autonomous rides/week, 11 metros April 2026conf 99%
  4. 2027-02-18pendingQ1 window check-in (25%)
  5. 2026-09-01 → 2027-09-30pendingFirst peer-reviewed AV safety study at 100M+ rider-only miles
    How: Peer-reviewed crash study published at >100M rider-only autonomous miles confirming sustained safety advantage at scale
    Source: Traffic Injury Prevention, Accident Analysis & Prevention journals; Waymo / Tesla / Cruise data releasesconf 85%
    Notes: Trajectory from 25M to 56.7M to 100M+ miles is on pace given current 500K rides/week.
  6. 2026-09-01 → 2028-06-30pendingMajor insurance regulator approves AV-specific actuarial class
    How: A US state insurance regulator (CA, TX, FL, AZ DOIs) approves an actuarial class for autonomous-vehicle vehicles separate from human-driven, allowing differentiated pricing reflecting safety differential
    Source: NAIC bulletins, state DOI rate filingsconf 55%
    Notes: Required for regulator-acknowledged 'much safer' status, beyond peer-reviewed academic claims.
  7. 2027-12-10pendingQ2 window check-in (50%)
  8. 2027-06-01 → 2029-12-31pendingNHTSA publishes AV-fleet aggregate safety report endorsing safety-superiority claim
    How: NHTSA publishes a multi-OEM aggregate AV safety report concluding that operational AV fleets demonstrate statistically significant safety advantage over human-driver baseline
    Source: NHTSA SGO incident reports, ODI investigationsconf 50%
    Notes: Cascade — federal regulator endorsement is the durable confirmation of Khosrowshahi's claim.
  9. 2028-09-29pendingQ3 window check-in (75%)

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: 44%)

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
LBP2026-05-17T02:00:01Z44.4%-1.7pp
Network propagation: 46.2% → 44.4%
5-iter LBP, residual 0.00689 · damping 0.5, w_intrinsic 0.5 · method lbp_v3 · run e607fa96
LBP2026-05-10T02:00:02Z46.2%-3.4pp
Network propagation: 49.6% → 46.2%
6-iter LBP, residual 0.00584 · damping 0.5, w_intrinsic 0.5 · method lbp_v3 · run e5c18d29
LBP2026-05-03T02:00:01Z49.6%-6.8pp
Network propagation: 56.4% → 49.6%
6-iter LBP, residual 0.00677 · damping 0.5, w_intrinsic 0.5 · method lbp_v3 · run 1a683ac9
LBP2026-04-30T16:39:51Z56.4%-1.2pp
Network propagation: 57.6% → 56.4%
5-iter LBP, residual 0.00825 · damping 0.5, w_intrinsic 0.5 · method lbp_v2 · run 0c8a4ea3
LBP2026-04-30T02:18:57Z57.6%-2.4pp
Network propagation: 60.0% → 57.6%
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%0.6000.050-0.229
killerTK06
China-Taiwan Military Conflict
8.0%0.0500.600+0.112
killerTK11
Autonomous Regulatory Block (Level 4 Halt)
10.0%0.0500.600+0.101

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 (4)

Auto-generated by cosine similarity from Polymarket / Manifold / EDGAR / GDELT

Raw metadata

From Thesis_Timeline_v1.0_FINAL workbook
{
  "nia": false,
  "qty": "much safer",
  "url": "https://www.youtube.com/watch?v=fzKVYNBg50E",
  "mode": "PREDICTION",
  "role": "Guest-CEO",
  "context": "we are quite confident that the driver is going to be much safer than a human being. So, ultimately liability is going to come down in the industry and it'll be savings that we can pass on to the consumer essentially.",
  "verbatim": "we are quite confident that the driver is going to be much safer than a human being.",
  "conv_cues": "quite confident",
  "direction": "UP",
  "timeframe": "Future",
  "conv_level": "HIGH",
  "milestones": [
    {
      "kind": "llm_pre_event",
      "label": "Waymo achieves 80%+ injury-crash reduction at 56.7M rider-only miles",
      "notes": "HIT — peer-reviewed study at 56.7M miles directly supports 'much safer than human'. 92% pedestrian-injury and 78% cyclist-injury reductions also documented.",
      "source": "Taylor & Francis / PubMed: Waymo rider-only at 56.7M miles, 79% any-injury and 81% airbag-deployment reduction; 96% V2V intersection any-injury reduction",
      "status": "hit",
      "weight": 0.4,
      "ordinal": -9,
      "source_id": null,
      "confidence": 0.99,
      "source_url": "https://www.tandfonline.com/doi/full/10.1080/15389588.2025.2499887",
      "expected_date": "2025-05-31",
      "observed_date": "2025-05-31",
      "research_origin": "deep_research",
      "measurement_criterion": "Peer-reviewed Waymo crash study at >50M rider-only miles confirms ≥80% reduction in any-injury-reported crashes vs human benchmark"
    },
    {
      "kind": "llm_pre_event",
      "label": "Waymo public Safety Impact dashboard reaches 90%+ liability claim reduction",
      "source": "Waymo Safety Impact: 92% bodily injury, 88% property damage reduction at 25.3M miles",
      "status": "hit",
      "weight": 0.4,
      "ordinal": -8,
      "source_id": null,
      "confidence": 0.99,
      "source_url": "https://waymo.com/safety/impact/",
      "expected_date": "2025-09-30",
      "observed_date": "2025-09-30",
      "research_origin": "deep_research",
      "measurement_criterion": "Waymo / Swiss Re published 90%+ reduction in bodily injury insurance claims at 25M+ miles"
    },
    {
      "kind": "llm_pre_event",
      "label": "Waymo serves 500K+ autonomous rides per week",
      "source": "9to5Google: Waymo 500K autonomous rides/week, 11 metros April 2026",
      "status": "hit",
      "weight": 0.4,
      "ordinal": -7,
      "source_id": null,
      "confidence": 0.99,
      "source_url": "https://9to5google.com/2026/04/22/waymo-new-cities-features/",
      "expected_date": "2026-04-22",
      "observed_date": "2026-04-22",
      "research_origin": "deep_research",
      "measurement_criterion": "Waymo publicly reports ≥500K fully-autonomous rides per week across operating metros"
    },
    {
      "kind": "quartile_checkpoint",
      "label": "Q1 window check-in (25%)",
      "status": "pending",
      "weight": 0.05,
      "ordinal": -6,
      "source_id": null,
      "expected_date": "2027-02-18",
      "observed_date": null
    },
    {
      "kind": "llm_pre_event",
      "label": "First peer-reviewed AV safety study at 100M+ rider-only miles",
      "notes": "Trajectory from 25M to 56.7M to 100M+ miles is on pace given current 500K rides/week.",
      "source": "Traffic Injury Prevention, Accident Analysis & Prevention journals; Waymo / Tesla / Cruise data releases",
      "status": "pending",
      "weight": 0.4,
      "ordinal": -5,
      "source_id": null,
      "confidence": 0.85,
      "expected_date": "2027-03-17",
      "research_origin": "deep_research",
      "expected_date_range": {
        "to": "2027-09-30",
        "from": "2026-09-01"
      },
      "measurement_criterion": "Peer-reviewed crash study published at >100M rider-only autonomous miles confirming sustained safety advantage at scale"
    },
    {
      "kind": "llm_pre_event",
      "label": "Major insurance regulator approves AV-specific
... (truncated)