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
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
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
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
- 2026-06-01 → 2027-12-31pendingWaymo (or other AV operator) crosses 100M cumulative rider-only paid milesHow: 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%
- 2027-01-01 → 2030-12-31pendingPeer-reviewed study confirms AV crash rate per mile <50% of human baseline at >=100M-mile sampleHow: 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 dataSource: https://www.damfirm.com/waymo-accident-statistics.htmlconf 65%
- 2030-01-01 → 2040-12-31pendingCascade: Major US auto insurer differentiates premiums >=30% lower for AV operation vs human-driven vehicle of same modelHow: 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 equivalentSource: https://tech.yahoo.com/transportation/articles/uber-ceo-self-driving-cars-164902855.htmlconf 55%
- 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 justificationSource: https://fortune.com/2026/02/23/uber-ceo-dara-khosrowshahi-robotaxis-autonomous-vehicles-diary-of-a-ceo-podcast/conf 50%
- 2035-01-01 → 2045-12-31pendingNHTSA / IIHS publishes joint statement that AVs achieve >=10x human driver safety per mileHow: Official NHTSA or IIHS report concludes statistically robust 10x safety differential favoring AVs over human drivers per vehicle-mile-traveled, after >=1B AV miles accumulatedSource: 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?
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 |
|---|---|---|---|---|---|
| killer | TK06 China-Taiwan Military Conflict | 8.0% | 0.050 | 0.600 | +0.180 |
| killer | TK11 Autonomous Regulatory Block (Level 4 Halt) | 10.0% | 0.050 | 0.600 | +0.169 |
| prereq | 242_023 World will have 10x more wealth around 2034-2036 — Dave Blundin | 34.2% | 0.600 | 0.050 | -0.142 |
| prereq | 243_037 Drivers will be able to transition to becoming fleet manager — Dara Khosrowshahi | 39.3% | 0.600 | 0.050 | -0.114 |
| prereq | 243_014 10+ autonomous providers will operate on streets of LA a dec — Dara Khosrowshahi | 39.5% | 0.600 | 0.050 | -0.111 |
Top outgoing (children)
Predictions THIS node influences
| Kind | Node | Their prob | P(c|s=T) | P(c|s=F) | Δ implied |
|---|---|---|---|---|---|
| prereq | 230_020 Peter's 14-year-old son Milan will never get a driver's lice — Peter Diamandis | 34.7% | 0.650 | 0.050 | -0.076 |
Ticker exposure
Beneficiaries (24)
Adverse (5)
Prerequisites (25)
| Type | Pred | Title | Domain | Lag |
|---|---|---|---|---|
| prereq | SEM_008 | Training runs costing $10 billion for a single model will commence sometime in 2025. | AI | — |
| prereq | 234_012 | Anthropic revenue will cross OpenAI revenue in middle of 2026 | Markets/Stocks | — |
| prereq | 244_019 | Peter's son won't need a driver's license in 2 years | Auto/Transport | — |
| prereq | 242_015 | Full autonomy achieved within 2 years before Salim's son gets driver's license | Auto/Transport | — |
| 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_005 | Stargate is a $500 billion multiyear capex program for distributed AI data-center construction (2025-2028, with Trump administration partnership). | AI/Infrastructure | — |
| prereq | 244_020 | Need for driver's licenses is going to collapse over the next few years | Auto/Transport | — |
| prereq | 246_039 | Autonomous vehicles/flying cars coming by 2028. | Auto/Transport | — |
| prereq | 243_031 | Uber will have significantly more drivers in 2030 than today, including in US | Labor/Jobs | — |
| prereq | 240_028 | Dyson swarm will be the inevitable destiny within 10 years | Space | — |
| prereq | 244_031 | Uber's network will move to EVs as autonomous becomes bigger reality | Energy | — |
| prereq | 243_017 | Cost of lidar and cameras will continue coming down, making new cars autonomous-ready within 10 years | Auto/Transport | — |
| prereq | 230_018 | In 5 years, 70-80% of cars will be autonomous, especially hooked up to your AI. | Auto/Transport | — |
| prereq | 243_038 | Capital assets (cars) will at some point replace some labor (drivers) | Labor/Jobs | — |
| prereq | 243_013 | Every new car sold 10 years from now will have autonomous software | Auto/Transport | — |
| prereq | 242_035 | S&P will see massive reshuffling with huge winners; no company can project FCF beyond 5 years | Markets/Stocks | — |
| prereq | 242_023 | World will have 10x more wealth around 2034-2036 | Macro/Economy | — |
| prereq | 243_014 | 10+ autonomous providers will operate on streets of LA a decade from now | Auto/Transport | — |
| prereq | 243_037 | Drivers will be able to transition to becoming fleet managers/owners of autonomous vehicles | Labor/Jobs | — |
| prereq | 233_014 | Over the next 12 years, half of kids will have neural links while others won't, creating divergence. | Biotech/Longevity | — |
| prereq | 244_017 | Ilia (age 13) will still want a driver's license in 3 years due to slow AV mass production | Auto/Transport | — |
| prereq | 243_015 | Software space for autonomous may consolidate to fewer than 10 providers | Auto/Transport | — |
| correlate | S_ROBOTAXI_MASS_2030 | Robotaxi >10% urban miles by Nov 2030 | robotaxi_deployment | — |
| killer | TK11 | Autonomous Regulatory Block (Level 4 Halt) | — | — |
| killer | TK06 | China-Taiwan Military Conflict | — | — |
Dependents (1)
| Type | Pred | Title | Domain | Lag |
|---|---|---|---|---|
| prereq | 230_020 | Peter's 14-year-old son Milan will never get a driver's license. | Auto/Transport | — |
Linked documents (3)
| Sim | Source | Title | Market prob | Polarity | Reviewed | Published |
|---|---|---|---|---|---|---|
| 0.679 | arxiv | Risk Assessment of Autonomous Driving: Integrating Technical Failures, Ethical Dilemmas, and Policy Frameworks | — | mentions | pending | 2026-06-04 |
| 0.638 | manifold | Will it still be true in 2030 that "traffic deaths have not gone down in any city where Waymo is operating"? | 26% | mentions | pending | 2026-05-08 |
| 0.613 | arxiv | What Can Eye Gaze Teach Us About Real-World Cycling? Insights From the Oxford RobotCycle Project | — | mentions | pending | 2026-06-03 |
Raw metadata
{
"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",
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"status": "hit",
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"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",
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"to": "2027-12-31",
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},
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},
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"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,
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{
"kind": "scenario_signal",
"label": "Scenario fires: Robotaxi >10% urban miles by Nov 2030",
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"expected_date": "2030-11-30",
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},
{
"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
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