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243_024predictionAuto/Transportautonomous

Electric autonomous cars could be four times cheaper than owning a car (cited Diamandis research)

Predictor: Peter Diamandis · 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
46.6%
evolves via intake + LBP
Conviction
3/5
Signal quality
C
Resolution
pending
Window
2026-04-30 – 2026-11-30
Edges in / out
3 / 0
Tickers exposed
31

Prediction text

Electric autonomous cars could be four times cheaper than owning a car (cited Diamandis research) | I did the some of the research years ago and looked at that electric autonomous car could be four times cheaper than owning a car.

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"
I did the some of the research years ago and looked at that electric autonomous car could be four times cheaper than owning a car.

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

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 = 46.6%

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: 8 pending
  1. 2026-06-10pendingQ1 window check-in (25%)
  2. 2026-06-30pendingWaymo cost-per-mile reaches $1.36-$1.43 (Morgan Stanley estimate)
    How: Independent analyst (Morgan Stanley/contrary research) estimates Waymo unit economics at <$1.50/mi cost; AAA quotes private vehicle ownership cost ~$1.10/mi for direct comparison
    Source: deep_research_enrichedconf 75%
  3. 2026-07-22pendingQ2 window check-in (50%)
  4. 2026-08-31pendingTesla robotaxi undercuts Waymo fares by ~50% in head-to-head market (Dallas)
    How: Side-by-side fare comparisons in shared metro show Tesla robotaxi pricing approximately half of Waymo on identical routes; documented in trade press or independent test
    Source: deep_research_enrichedconf 60%
  5. 2026-09-02pendingQ3 window check-in (75%)
  6. 2026-09-15pendingAAA / Edmunds publish 2026 cost-of-ownership analysis showing private car >$1.10/mi all-in
    How: Annual published cost-of-ownership report from AAA, Edmunds, or KBB confirms private vehicle TCO baseline against which 4x-cheaper claim is measured
    Source: deep_research_enrichedconf 85%
  7. 2026-07-01 → 2026-11-30pendingSixth-generation Waymo hardware deployment narrows cost gap
    How: Waymo press release or filings confirm 6th-gen platform on production fleet; analyst notes attribute material per-mile cost reduction to hardware refresh
    Source: deep_research_enrichedconf 55%
  8. 2026-09-30pendingWaymo reaches 1M weekly paid rides milestone
    How: Waymo public statement or Alphabet 10-Q discloses >=1,000,000 paid rides per week (was 500k/week as of Mar 2026)
    Source: deep_research_enrichedconf 70%

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: 47%)

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
LBP2026-05-17T02:00:01Z46.6%-1.4pp
Network propagation: 48.0% → 46.6%
5-iter LBP, residual 0.00689 · damping 0.5, w_intrinsic 0.5 · method lbp_v3 · run e607fa96
LBP2026-05-10T02:00:02Z48.0%-2.8pp
Network propagation: 50.8% → 48.0%
6-iter LBP, residual 0.00584 · damping 0.5, w_intrinsic 0.5 · method lbp_v3 · run e5c18d29
LBP2026-05-03T02:00:01Z50.8%-5.5pp
Network propagation: 56.4% → 50.8%
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_TESLA_2026
Tesla FSD unsupervised wide deployment by Nov 2026
40.0%0.6000.050-0.196
killerTK06
China-Taiwan Military Conflict
8.0%0.0500.600+0.090
killerTK11
Autonomous Regulatory Block (Level 4 Halt)
10.0%0.0500.600+0.079

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_TESLA_2026Tesla FSD unsupervised wide deployment by Nov 2026robotaxi_deployment
killerTK11Autonomous Regulatory Block (Level 4 Halt)
killerTK06China-Taiwan Military Conflict

Dependents (0)

Predictions enabled by this
TypePredTitleDomainLag
No dependents

Raw metadata

From Thesis_Timeline_v1.0_FINAL workbook
{
  "nia": false,
  "qty": "4x cheaper",
  "url": "https://www.youtube.com/watch?v=fzKVYNBg50E",
  "mode": "CITED_PREDICTION",
  "role": "Host",
  "context": "a moment where I did the some of the research years ago and looked at that electric autonomous car could be four times cheaper than owning a car.",
  "cited_by": "Peter Diamandis",
  "verbatim": "I did the some of the research years ago and looked at that electric autonomous car could be four times cheaper than owning a car.",
  "conv_cues": "could be",
  "direction": "NUMERIC_TARGET",
  "timeframe": "Future",
  "conv_level": "MEDIUM",
  "milestones": [
    {
      "kind": "quartile_checkpoint",
      "label": "Q1 window check-in (25%)",
      "status": "pending",
      "weight": 0.05,
      "ordinal": -8,
      "source_id": null,
      "expected_date": "2026-06-10",
      "observed_date": null
    },
    {
      "kind": "llm_pre_event",
      "label": "Waymo cost-per-mile reaches $1.36-$1.43 (Morgan Stanley estimate)",
      "source": "deep_research_enriched",
      "status": "pending",
      "weight": 0.4,
      "ordinal": -7,
      "source_id": null,
      "confidence": 0.75,
      "source_url": "https://research.contrary.com/company/waymo",
      "expected_date": "2026-06-30",
      "research_origin": "deep_research",
      "measurement_criterion": "Independent analyst (Morgan Stanley/contrary research) estimates Waymo unit economics at <$1.50/mi cost; AAA quotes private vehicle ownership cost ~$1.10/mi for direct comparison"
    },
    {
      "kind": "quartile_checkpoint",
      "label": "Q2 window check-in (50%)",
      "status": "pending",
      "weight": 0.05,
      "ordinal": -6,
      "source_id": null,
      "expected_date": "2026-07-22",
      "observed_date": null
    },
    {
      "kind": "llm_pre_event",
      "label": "Tesla robotaxi undercuts Waymo fares by ~50% in head-to-head market (Dallas)",
      "source": "deep_research_enriched",
      "status": "pending",
      "weight": 0.4,
      "ordinal": -5,
      "source_id": null,
      "confidence": 0.6,
      "source_url": "https://eletric-vehicles.com/tesla/tesla-undercuts-waymo-by-half-in-first-dallas-fare-comparison/",
      "expected_date": "2026-08-31",
      "research_origin": "deep_research",
      "measurement_criterion": "Side-by-side fare comparisons in shared metro show Tesla robotaxi pricing approximately half of Waymo on identical routes; documented in trade press or independent test"
    },
    {
      "kind": "quartile_checkpoint",
      "label": "Q3 window check-in (75%)",
      "status": "pending",
      "weight": 0.05,
      "ordinal": -4,
      "source_id": null,
      "expected_date": "2026-09-02",
      "observed_date": null
    },
    {
      "kind": "llm_pre_event",
      "label": "AAA / Edmunds publish 2026 cost-of-ownership analysis showing private car >$1.10/mi all-in",
      "source": "deep_research_enriched",
      "status": "pending",
      "weight": 0.4,
      "ordinal": -3,
      "source_id": null,
      "confidence": 0.85,
      "source_url": "https://research.contrary.com/company/waymo",
      "expected_date": "2026-09-15",
      "research_origin": "deep_research",
      "measurement_criterion": "Annual published cost-of-ownership report from AAA, Edmunds, or KBB confirms private vehicle TCO baseline against which 4x-cheaper claim is measured"
    },
    {
      "kind": "llm_post_event",
      "label": "Sixth-generation Waymo hardware deployment narrows cost gap",
      "source": "deep_research_enriched",
      "status": "pending",
      "weight": 0.4,
      "ordinal": -2,
      "source_id": null,
      "confidence": 0.55,
      "source_url": "https://mobisoftinfotech.com/resources/blog/future-of-ride-hailing-ai-ev-autonomous-2026",
      "expected_date": "2026-09-15",
      "research_origin": "deep_research",
      "expected_date_range": {
        "to": "2026-11-30",
        "from": "2026-07-01"
      },
      "measurement_criterion": "Waymo press release or filings co
... (truncated)