When Uber opens in a market, drunk driving incidents go down significantly
Predictor: Dara Khosrowshahi · ep#243 "Uber vs. Tesla, Robotaxi Timelines, and the End of Human Driving | Uber CEO Dara Khosrowshahi | #243" · source
Prediction text
When Uber opens in a market, drunk driving incidents go down significantly | as when we enter into markets, uh the incidence drunk driving incidents go down significantly.
Verbatim quote
as when we enter into markets, uh the incidence drunk driving incidents go down significantly.
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
- 2021-12-31hitJAMA 2021 Houston study confirms 23.8% MVC trauma reduction post-Uber entryHow: Peer-reviewed publication shows motor vehicle collision trauma down 23.8% Friday/Saturday nights post-Uber Houston entrySource: https://medium.com/uber-under-the-hood/new-research-shows-ubers-role-in-reducing-drunk-driving-1df4bef36027 — JAMA 2021 Houston studyconf 99%Notes: HIT — establishes empirical baseline. Khosrowshahi's claim is grounded but research is mixed (Reno showed no effect).
- 2026-01-31hitCODOT / CDC reaffirms Uber's DUI reduction effect in 2026 reportHow: Colorado DOT or CDC publishes 2026 update confirming statistically significant DUI reduction associated with rideshare market entrySource: https://www.codot.gov/safety/shift-into-safe-news/2026/january/additional-research-shows-uber2019s-role-in-reducing-drunk-driving-nationwide-uber-under-the-hoodconf 99%
- 2026-05-01 → 2028-12-31pendingRideshare-DUI null-result paper published 2026-2028How: Peer-reviewed paper (NBER/AEJ/J Health Economics) finds no statistically significant DUI effect for rideshare entry in ≥3 metro marketsSource: NBER, American Economic Journal, Journal of Health Economicsconf 45%Notes: Existing literature is mixed (Reno, Las Vegas null results). Publication bias suggests more null findings will surface.
- 2027-01-01 → 2029-12-31pendingRobotaxi (Waymo, Pony.ai) deployment further reduces DUI rates 2027+How: AV-deployed cities (SF, Phoenix, Austin) show additional ≥10% DUI reduction beyond rideshare baseline once robotaxi fleets exceed 500 vehicles per metroSource: City DUI arrest data, NHTSA, IIHSconf 50%
No downstream cascades — this prediction is a leaf in the dependency graph.
What if this resolves?
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
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 |
|---|---|---|---|---|---|
| prereq | SEM_042 2025 will be the definitive year that agentic systems finall — Kevin Weil | 73.8% | 0.600 | 0.050 | -0.057 |
| prereq | 235_038 David Sinclair begins partial epigenetic reprogramming trial — Peter Diamandis | 74.0% | 0.600 | 0.050 | -0.055 |
| prereq | SEM_012 Nvidia quadrupled chip production output while only doubling — Jensen Huang | 75.0% | 0.600 | 0.050 | -0.049 |
| prereq | SEM_008 Training runs costing $10 billion for a single model will co — Dario Amodei | 76.9% | 0.600 | 0.050 | -0.039 |
| killer | TK03 AI Regulatory Moratorium (EU/US Capability Freeze) | 10.0% | 0.050 | 0.600 | +0.037 |
Top outgoing (children)
Predictions THIS node influences
| Kind | Node | Their prob | P(c|s=T) | P(c|s=F) | Δ implied |
|---|---|---|---|---|---|
| prereq | SEM_034 True artificial general intelligence will be achieved betwee — Demis Hassabis | 28.7% | 0.550 | 0.050 | +0.013 |
| prereq | 239_008 Moon base will exist in 10 years — Elon Musk | 28.8% | 0.550 | 0.050 | +0.012 |
| prereq | 235_030 Ray Kurzweil predicts Longevity Escape Velocity (LEV) by 203 — Ray Kurzweil | 39.2% | 0.750 | 0.050 | +0.008 |
| prereq | 240_036 TEPCO's restarted reactor will support 20% of Japan's electr — Peter Diamandis | 34.3% | 0.650 | 0.050 | +0.008 |
| prereq | 246_016 Dragonfly nuclear-powered octicopter arrives at Titan in 203 — Peter Diamandis | 35.6% | 0.650 | 0.050 | -0.006 |
Ticker exposure
Beneficiaries (23)
Adverse (6)
Prerequisites (8)
| Type | Pred | Title | Domain | Lag |
|---|---|---|---|---|
| prereq | 238_009 | Recursive self-improvement is already happening now (no longer three years out) | AI | — |
| prereq | 235_038 | David Sinclair begins partial epigenetic reprogramming trials with Life Biosciences in March 2026. | Biotech/Longevity | — |
| prereq | SEM_008 | Training runs costing $10 billion for a single model will commence sometime in 2025. | AI | — |
| prereq | SEM_012 | Nvidia quadrupled chip production output while only doubling human headcount — achieved by deploying AI coding tools (Cursor, Claude Code) across engineering. | AI/Manufacturing | — |
| prereq | SEM_042 | 2025 will be the definitive year that agentic systems finally hit the mainstream. | AI/Agents | — |
| killer | TK14 | Superbubble Pop (S&P 500 -40%, Moonshot Capital Evaporates) | — | — |
| killer | TK01 | AGI Capability Plateau (2026-27 Training Stall) | — | — |
| killer | TK03 | AI Regulatory Moratorium (EU/US Capability Freeze) | — | — |
Dependents (5)
| Type | Pred | Title | Domain | Lag |
|---|---|---|---|---|
| prereq | 235_030 | Ray Kurzweil predicts Longevity Escape Velocity (LEV) by 2033. | Biotech/Longevity | — |
| prereq | 246_016 | Dragonfly nuclear-powered octicopter arrives at Titan in 2034. | Space | — |
| prereq | 240_036 | TEPCO's restarted reactor will support 20% of Japan's electric needs by 2040 | Energy | — |
| prereq | SEM_034 | True artificial general intelligence will be achieved between 2032 and 2042 — 'first we solve AI, then use AI to solve everything else'. | AI/AGI | — |
| prereq | 239_008 | Moon base will exist in 10 years | Space | — |
Raw metadata
{
"nia": false,
"qty": "significant decrease",
"url": "https://www.youtube.com/watch?v=fzKVYNBg50E",
"mode": "FORECAST",
"role": "Guest-CEO",
"context": "as when we enter into markets, uh the incidence drunk driving incidents go down significantly.",
"verbatim": "as when we enter into markets, uh the incidence drunk driving incidents go down significantly.",
"conv_cues": "go down significantly",
"direction": "DOWN",
"timeframe": "Upon market entry",
"conv_level": "HIGH",
"milestones": [
{
"kind": "llm_pre_event",
"label": "JAMA 2021 Houston study confirms 23.8% MVC trauma reduction post-Uber entry",
"notes": "HIT — establishes empirical baseline. Khosrowshahi's claim is grounded but research is mixed (Reno showed no effect).",
"source": "https://medium.com/uber-under-the-hood/new-research-shows-ubers-role-in-reducing-drunk-driving-1df4bef36027 — JAMA 2021 Houston study",
"status": "hit",
"weight": 0.4,
"ordinal": -4,
"source_id": null,
"confidence": 0.99,
"source_url": "https://medium.com/uber-under-the-hood/new-research-shows-ubers-role-in-reducing-drunk-driving-1df4bef36027",
"expected_date": "2021-12-31",
"observed_date": "2021-12-31",
"research_origin": "deep_research",
"measurement_criterion": "Peer-reviewed publication shows motor vehicle collision trauma down 23.8% Friday/Saturday nights post-Uber Houston entry"
},
{
"kind": "llm_pre_event",
"label": "CODOT / CDC reaffirms Uber's DUI reduction effect in 2026 report",
"source": "https://www.codot.gov/safety/shift-into-safe-news/2026/january/additional-research-shows-uber2019s-role-in-reducing-drunk-driving-nationwide-uber-under-the-hood",
"status": "hit",
"weight": 0.4,
"ordinal": -3,
"source_id": null,
"confidence": 0.99,
"source_url": "https://www.codot.gov/safety/shift-into-safe-news/2026/january/additional-research-shows-uber2019s-role-in-reducing-drunk-driving-nationwide-uber-under-the-hood",
"expected_date": "2026-01-31",
"observed_date": "2026-01-31",
"research_origin": "deep_research",
"measurement_criterion": "Colorado DOT or CDC publishes 2026 update confirming statistically significant DUI reduction associated with rideshare market entry"
},
{
"kind": "llm_pre_event",
"label": "Rideshare-DUI null-result paper published 2026-2028",
"notes": "Existing literature is mixed (Reno, Las Vegas null results). Publication bias suggests more null findings will surface.",
"source": "NBER, American Economic Journal, Journal of Health Economics",
"status": "pending",
"weight": 0.4,
"ordinal": -2,
"source_id": null,
"confidence": 0.45,
"expected_date": "2027-08-31",
"research_origin": "training",
"expected_date_range": {
"to": "2028-12-31",
"from": "2026-05-01"
},
"measurement_criterion": "Peer-reviewed paper (NBER/AEJ/J Health Economics) finds no statistically significant DUI effect for rideshare entry in ≥3 metro markets"
},
{
"kind": "llm_post_event",
"label": "Robotaxi (Waymo, Pony.ai) deployment further reduces DUI rates 2027+",
"source": "City DUI arrest data, NHTSA, IIHS",
"status": "pending",
"weight": 0.4,
"ordinal": -1,
"source_id": null,
"confidence": 0.5,
"expected_date": "2028-07-01",
"research_origin": "training",
"expected_date_range": {
"to": "2029-12-31",
"from": "2027-01-01"
},
"measurement_criterion": "AV-deployed cities (SF, Phoenix, Austin) show additional ≥10% DUI reduction beyond rideshare baseline once robotaxi fleets exceed 500 vehicles per metro"
}
],
"repeat_eps": 1,
"untimeable": true,
"affiliation": "Uber",
"attribution": "FIRST_PERSON",
"episode_num": 243,
"granularity": "VAGUE",
"episode_date": "2026-03-31",
"parse_method"
... (truncated)