← Cockpit
244_002predictionAuto/Transportautonomous

Humans will be demonstrably less safe than autonomous drivers (within 25 years, not 15)

Predictor: Dara Khosrowshahi · ep#244 "Uber's Robotaxi Playbook, End of Human Driving & $10B Bet on Robots | Dara Khosrowshahi (Uber CEO)" · source

Prior probability
60.0%
Current probability
37.6%
evolves via intake + LBP
Conviction
4/5
Signal quality
C
Resolution
pending
Window
2041-01-01 – 2051-11-30
Edges in / out
25 / 1
Tickers exposed
31

Prediction text

Humans will be demonstrably less safe than autonomous drivers (within 25 years, not 15) | I don't think it's going to happen in the next 15 years. But certainly in the next 25 years, humans will be demonstrably less safe than autonomous drivers.

Watch events: Waymo 1M rides/wk (end-2026); Tesla Robotaxi scaling; NHTSA AV rules

Verbatim quote

From episode "Uber's Robotaxi Playbook, End of Human Driving & $10B Bet on Robots | Dara Khosrowshahi (Uber CEO)"
I don't think it's going to happen in the next 15 years. But certainly in the next 25 years, humans will be demonstrably less safe than autonomous drivers.

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 = 37.6%

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 fired ✓ · 11 pending
  1. 2026-06-01 → 2027-12-31pendingWaymo (or other AV operator) crosses 100M cumulative rider-only paid miles
    How: Waymo or competitor public statement/regulatory filing reports >=100,000,000 cumulative rider-only autonomous paid trip miles. Waymo at ~56M as of late 2025.
    Source: https://www.eweek.com/news/waymo-safety-stats/conf 75%
  2. 2027-01-01 → 2030-12-31pendingPeer-reviewed study confirms AV crash rate per mile <50% of human baseline at >=100M-mile sample
    How: Insurance industry report, NHTSA bulletin, or peer-reviewed study (RAND, IIHS) confirms statistically significant AV crash-per-mile rate reduction >=50% versus human baseline using >=100M miles of operations data
    Source: https://www.damfirm.com/waymo-accident-statistics.htmlconf 65%
  3. 2030-01-01 → 2040-12-31pendingCascade: Major US auto insurer differentiates premiums >=30% lower for AV operation vs human-driven vehicle of same model
    How: Top-10 US auto insurer (Progressive, GEICO, State Farm, Allstate, Liberty Mutual) publicly offers and prices AV-mode-only insurance with >=30% premium discount versus human-driven equivalent
    Source: https://tech.yahoo.com/transportation/articles/uber-ceo-self-driving-cars-164902855.htmlconf 55%
  4. 2032-01-01 → 2042-12-31pendingFirst US state mandates AV-only zones in dense urban core (or restricts human driving in commercial zones)
    How: Any US state or major city passes regulation creating AV-only commercial corridors or AV-priority lanes citing safety differential as justification
    Source: https://fortune.com/2026/02/23/uber-ceo-dara-khosrowshahi-robotaxis-autonomous-vehicles-diary-of-a-ceo-podcast/conf 50%
  5. 2035-01-01 → 2045-12-31pendingNHTSA / IIHS publishes joint statement that AVs achieve >=10x human driver safety per mile
    How: Official NHTSA or IIHS report concludes statistically robust 10x safety differential favoring AVs over human drivers per vehicle-mile-traveled, after >=1B AV miles accumulated
    Source: https://www.semafor.com/article/04/25/2025/self-driving-cars-have-to-be-10-times-safer-than-humans-ubers-dara-khosrowshahiconf 55%

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: 38%)

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
LBP2026-05-17T02:00:01Z37.6%-1.4pp
Network propagation: 39.0% → 37.6%
5-iter LBP, residual 0.00689 · damping 0.5, w_intrinsic 0.5 · method lbp_v3 · run e607fa96
LBP2026-05-10T02:00:02Z39.0%-2.4pp
Network propagation: 41.4% → 39.0%
6-iter LBP, residual 0.00584 · damping 0.5, w_intrinsic 0.5 · method lbp_v3 · run e5c18d29
LBP2026-05-03T02:00:01Z41.4%-3.8pp
Network propagation: 45.2% → 41.4%
6-iter LBP, residual 0.00677 · damping 0.5, w_intrinsic 0.5 · method lbp_v3 · run 1a683ac9
LBP2026-04-30T16:39:51Z45.2%-5.4pp
Network propagation: 50.6% → 45.2%
5-iter LBP, residual 0.00825 · damping 0.5, w_intrinsic 0.5 · method lbp_v2 · run 0c8a4ea3
LBP2026-04-30T02:18:57Z50.6%-9.4pp
Network propagation: 60.0% → 50.6%
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
killerTK06
China-Taiwan Military Conflict
8.0%0.0500.600+0.180
killerTK11
Autonomous Regulatory Block (Level 4 Halt)
10.0%0.0500.600+0.169
prereq242_023
World will have 10x more wealth around 2034-2036Dave Blundin
34.2%0.6000.050-0.142
prereq243_037
Drivers will be able to transition to becoming fleet managerDara Khosrowshahi
39.3%0.6000.050-0.114
prereq243_014
10+ autonomous providers will operate on streets of LA a decDara Khosrowshahi
39.5%0.6000.050-0.111

Top outgoing (children)

Predictions THIS node influences

KindNodeTheir probP(c|s=T)P(c|s=F)Δ implied
prereq230_020
Peter's 14-year-old son Milan will never get a driver's licePeter Diamandis
34.7%0.6500.050-0.076

Ticker exposure

31 ticker(s) linked

Beneficiaries (24)

INVZWRDLIDRAEVAMBLYPONYOUSTVRRMAMBAAURAIOTHSAIMBGAFBIDUBMWYYGMGOOGLHMCIOTQCOMTMTSLAUBERVWAGY

Adverse (5)

MCYALLCINFPGRTRV

Prerequisites (25)

Predictions that must hit first
TypePredTitleDomainLag
prereqSEM_008Training runs costing $10 billion for a single model will commence sometime in 2025.AI
prereq234_012Anthropic revenue will cross OpenAI revenue in middle of 2026Markets/Stocks
prereq244_019Peter's son won't need a driver's license in 2 yearsAuto/Transport
prereq242_015Full autonomy achieved within 2 years before Salim's son gets driver's licenseAuto/Transport
prereqSEM_012Nvidia quadrupled chip production output while only doubling human headcount — achieved by deploying AI coding tools (Cursor, Claude Code) across engineering.AI/Manufacturing
prereqSEM_005Stargate is a $500 billion multiyear capex program for distributed AI data-center construction (2025-2028, with Trump administration partnership).AI/Infrastructure
prereq244_020Need for driver's licenses is going to collapse over the next few yearsAuto/Transport
prereq246_039Autonomous vehicles/flying cars coming by 2028.Auto/Transport
prereq243_031Uber will have significantly more drivers in 2030 than today, including in USLabor/Jobs
prereq240_028Dyson swarm will be the inevitable destiny within 10 yearsSpace
prereq244_031Uber's network will move to EVs as autonomous becomes bigger realityEnergy
prereq243_017Cost of lidar and cameras will continue coming down, making new cars autonomous-ready within 10 yearsAuto/Transport
prereq230_018In 5 years, 70-80% of cars will be autonomous, especially hooked up to your AI.Auto/Transport
prereq243_038Capital assets (cars) will at some point replace some labor (drivers)Labor/Jobs
prereq243_013Every new car sold 10 years from now will have autonomous softwareAuto/Transport
prereq242_035S&P will see massive reshuffling with huge winners; no company can project FCF beyond 5 yearsMarkets/Stocks
prereq242_023World will have 10x more wealth around 2034-2036Macro/Economy
prereq243_01410+ autonomous providers will operate on streets of LA a decade from nowAuto/Transport
prereq243_037Drivers will be able to transition to becoming fleet managers/owners of autonomous vehiclesLabor/Jobs
prereq233_014Over the next 12 years, half of kids will have neural links while others won't, creating divergence.Biotech/Longevity
prereq244_017Ilia (age 13) will still want a driver's license in 3 years due to slow AV mass productionAuto/Transport
prereq243_015Software space for autonomous may consolidate to fewer than 10 providersAuto/Transport
correlateS_ROBOTAXI_MASS_2030Robotaxi >10% urban miles by Nov 2030robotaxi_deployment
killerTK11Autonomous Regulatory Block (Level 4 Halt)
killerTK06China-Taiwan Military Conflict

Dependents (1)

Predictions enabled by this
TypePredTitleDomainLag
prereq230_020Peter's 14-year-old son Milan will never get a driver's license.Auto/Transport

Linked documents (3)

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

Raw metadata

From Thesis_Timeline_v1.0_FINAL workbook
{
  "nia": false,
  "qty": "25 years",
  "url": "https://www.youtube.com/watch?v=Mh9yC4j0_rI",
  "mode": "PREDICTION",
  "role": "Guest-CEO",
  "caveats": "Not in next 15 years, but within 25 years",
  "context": "I do think I don't think it's going to happen in the next 15 years. But certainly in the next 25 years, humans will be demonstrably less safe than autonomous drivers. And then it's going to be up to regulators to decide what, you know, what a human license looks like.",
  "to_year": 2051,
  "verbatim": "I don't think it's going to happen in the next 15 years. But certainly in the next 25 years, humans will be demonstrably less safe than autonomous drivers.",
  "conv_cues": "certainly",
  "direction": "HAPPEN",
  "from_year": 2041,
  "timeframe": "By 2051 (within 25 years from 2026)",
  "conv_level": "HIGH",
  "milestones": [
    {
      "kind": "prereq",
      "label": "Full autonomy achieved within 2 years before Salim's son gets driver's license",
      "status": "hit",
      "weight": 0.5,
      "ordinal": -12,
      "source_id": "242_015",
      "expected_date": "2026-04-29",
      "observed_date": "2026-04-29"
    },
    {
      "kind": "llm_pre_event",
      "label": "Waymo (or other AV operator) crosses 100M cumulative rider-only paid miles",
      "source": "https://www.eweek.com/news/waymo-safety-stats/",
      "status": "pending",
      "weight": 0.4,
      "ordinal": -11,
      "source_id": null,
      "confidence": 0.75,
      "expected_date": "2027-03-17",
      "research_origin": "training",
      "expected_date_range": {
        "to": "2027-12-31",
        "from": "2026-06-01"
      },
      "measurement_criterion": "Waymo or competitor public statement/regulatory filing reports >=100,000,000 cumulative rider-only autonomous paid trip miles. Waymo at ~56M as of late 2025."
    },
    {
      "kind": "llm_pre_event",
      "label": "Peer-reviewed study confirms AV crash rate per mile <50% of human baseline at >=100M-mile sample",
      "source": "https://www.damfirm.com/waymo-accident-statistics.html",
      "status": "pending",
      "weight": 0.4,
      "ordinal": -10,
      "source_id": null,
      "confidence": 0.65,
      "expected_date": "2028-12-31",
      "research_origin": "training",
      "expected_date_range": {
        "to": "2030-12-31",
        "from": "2027-01-01"
      },
      "measurement_criterion": "Insurance industry report, NHTSA bulletin, or peer-reviewed study (RAND, IIHS) confirms statistically significant AV crash-per-mile rate reduction >=50% versus human baseline using >=100M miles of operations data"
    },
    {
      "kind": "scenario_signal",
      "label": "Scenario fires: Robotaxi >10% urban miles by Nov 2030",
      "status": "pending",
      "weight": 0.05,
      "ordinal": -9,
      "source_id": "S_ROBOTAXI_MASS_2030",
      "expected_date": "2030-11-30",
      "observed_date": null
    },
    {
      "kind": "prereq",
      "label": "In 5 years, 70-80% of cars will be autonomous, especially hooked up to your AI.",
      "status": "pending",
      "weight": 0.5,
      "ordinal": -8,
      "source_id": "230_018",
      "expected_date": "2031-07-30",
      "observed_date": null
    },
    {
      "kind": "prereq",
      "label": "S&P will see massive reshuffling with huge winners; no company can project FCF beyond 5 years",
      "status": "pending",
      "weight": 0.5,
      "ordinal": -7,
      "source_id": "242_035",
      "expected_date": "2033-06-08",
      "observed_date": null
    },
    {
      "kind": "prereq",
      "label": "Dyson swarm will be the inevitable destiny within 10 years",
      "status": "pending",
      "weight": 0.5,
      "ordinal": -6,
      "source_id": "240_028",
      "expected_date": "2033-08-13",
      "observed_date": null
    },
    {
      "kind": "prereq",
      "label": "Over the next 12 years, half of kids will have neural links while others won't, creating divergence.",
      "status": "pending",
      "weight": 0.5,
      "ord
... (truncated)