Machines will be more predictable than human drivers with higher acceptance rates
Predictor: Dara Khosrowshahi · ep#244 "Uber's Robotaxi Playbook, End of Human Driving & $10B Bet on Robots | Dara Khosrowshahi (Uber CEO)" · source
Prediction text
Machines will be more predictable than human drivers with higher acceptance rates | With machines again, they're not only be predictable, but they will have kind of acceptance rates that we think are much higher than humans as well.
Verbatim quote
With machines again, they're not only be predictable, but they will have kind of acceptance rates that we think are much higher than humans as well.
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
- 2026-02-02hitRobotaxi consumer comfort jumps from 35% to 63% in active marketsHow: Independent survey (e.g. Obi) shows 63% of adults in robotaxi-served areas comfortable/somewhat-comfortable with self-driving cars, up from 35%Source: https://singularityhub.com/2026/02/02/waymo-closes-in-on-uber-and-lyft-prices-as-more-riders-say-they-trust-robotaxis/conf 99%Notes: HIT — 80% YoY jump in acceptance is the canonical Khosrowshahi signal.
- 2026-02-02hitRiders who have used a robotaxi report 76% confidence vs 20% for non-usersHow: Survey shows 56-point gap in confidence between robotaxi users (76%) and non-users (20%)Source: https://singularityhub.com/2026/02/02/waymo-closes-in-on-uber-and-lyft-prices-as-more-riders-say-they-trust-robotaxis/conf 95%Notes: HIT — direct evidence machines are gaining 'higher acceptance rates' than perception of human drivers.
- 2026-03-27hitWaymo provides 500K paid rides/week, on path to 1M/week by end-2026How: Waymo reports paid robotaxi ride volume of 500K/week across 10+ US cities, with target of 1M/week by end of 2026Source: https://techcrunch.com/2026/03/27/waymo-skyrocketing-ridership-in-one-chart/conf 99%Notes: HIT — 10x ridership growth in <2 years is revealed-preference acceptance, stronger than survey.
- 2027-02-10pendingQ1 window check-in (25%)
- 2027-11-23pendingQ2 window check-in (50%)
- 2027-01-01 → 2028-12-31pendingSurvey-based AV trust crosses 80% in major US robotaxi marketsHow: Independent consumer survey shows ≥80% comfort with self-driving cars in markets with robotaxi serviceSource: Trend from 35% (2024) → 63% (Feb 2026) extrapolatedconf 55%
- 2028-09-04pendingQ3 window check-in (75%)
- 2027-06-01 → 2030-11-30pendingRobotaxi rides surpass human-driven rideshare on at least one major Uber route/cityHow: Uber discloses (or analysts confirm) that AV rides exceed human-driver rides on at least one major US city OD pairSource: Waymo SF/Phoenix trajectory; Uber multi-AV platform integrationconf 45%Notes: Cascade — revealed preference, the strongest acceptance signal possible.
No downstream cascades — this prediction is a leaf in the dependency graph.
What if this resolves?
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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 | S_HUMANOID_CONSUMER_2030 Humanoid R3: 1M+ consumer by Nov 2030 | 20.0% | 0.600 | 0.050 | -0.249 |
| killer | TK06 China-Taiwan Military Conflict | 8.0% | 0.050 | 0.600 | +0.147 |
| killer | TK11 Autonomous Regulatory Block (Level 4 Halt) | 10.0% | 0.050 | 0.600 | +0.136 |
Top outgoing (children)
Predictions THIS node influences
No outgoing edges.
Ticker exposure
Beneficiaries (24)
Adverse (5)
Prerequisites (3)
| Type | Pred | Title | Domain | Lag |
|---|---|---|---|---|
| prereq | S_HUMANOID_CONSUMER_2030 | Humanoid R3: 1M+ consumer by Nov 2030 | humanoid_deployment | — |
| killer | TK11 | Autonomous Regulatory Block (Level 4 Halt) | — | — |
| killer | TK06 | China-Taiwan Military Conflict | — | — |
Dependents (0)
| Type | Pred | Title | Domain | Lag |
|---|---|---|---|---|
| No dependents | ||||
Raw metadata
{
"nia": false,
"url": "https://www.youtube.com/watch?v=Mh9yC4j0_rI",
"mode": "PREDICTION",
"role": "Guest-CEO",
"context": "With machines again, they're not only be predictable, but they will have kind of acceptance rates that we think are much higher than humans as well. So of course there will be a coordination problem.",
"verbatim": "With machines again, they're not only be predictable, but they will have kind of acceptance rates that we think are much higher than humans as well.",
"conv_cues": "we think; much higher",
"direction": "UP",
"timeframe": "Near future",
"conv_level": "HIGH",
"milestones": [
{
"kind": "llm_pre_event",
"label": "Robotaxi consumer comfort jumps from 35% to 63% in active markets",
"notes": "HIT — 80% YoY jump in acceptance is the canonical Khosrowshahi signal.",
"source": "https://singularityhub.com/2026/02/02/waymo-closes-in-on-uber-and-lyft-prices-as-more-riders-say-they-trust-robotaxis/",
"status": "hit",
"weight": 0.4,
"ordinal": -8,
"source_id": null,
"confidence": 0.99,
"source_url": "https://singularityhub.com/2026/02/02/waymo-closes-in-on-uber-and-lyft-prices-as-more-riders-say-they-trust-robotaxis/",
"expected_date": "2026-02-02",
"observed_date": "2026-02-02",
"research_origin": "deep_research",
"measurement_criterion": "Independent survey (e.g. Obi) shows 63% of adults in robotaxi-served areas comfortable/somewhat-comfortable with self-driving cars, up from 35%"
},
{
"kind": "llm_pre_event",
"label": "Riders who have used a robotaxi report 76% confidence vs 20% for non-users",
"notes": "HIT — direct evidence machines are gaining 'higher acceptance rates' than perception of human drivers.",
"source": "https://singularityhub.com/2026/02/02/waymo-closes-in-on-uber-and-lyft-prices-as-more-riders-say-they-trust-robotaxis/",
"status": "hit",
"weight": 0.4,
"ordinal": -7,
"source_id": null,
"confidence": 0.95,
"source_url": "https://singularityhub.com/2026/02/02/waymo-closes-in-on-uber-and-lyft-prices-as-more-riders-say-they-trust-robotaxis/",
"expected_date": "2026-02-02",
"observed_date": "2026-02-02",
"research_origin": "deep_research",
"measurement_criterion": "Survey shows 56-point gap in confidence between robotaxi users (76%) and non-users (20%)"
},
{
"kind": "llm_pre_event",
"label": "Waymo provides 500K paid rides/week, on path to 1M/week by end-2026",
"notes": "HIT — 10x ridership growth in <2 years is revealed-preference acceptance, stronger than survey.",
"source": "https://techcrunch.com/2026/03/27/waymo-skyrocketing-ridership-in-one-chart/",
"status": "hit",
"weight": 0.4,
"ordinal": -6,
"source_id": null,
"confidence": 0.99,
"source_url": "https://techcrunch.com/2026/03/27/waymo-skyrocketing-ridership-in-one-chart/",
"expected_date": "2026-03-27",
"observed_date": "2026-03-27",
"research_origin": "deep_research",
"measurement_criterion": "Waymo reports paid robotaxi ride volume of 500K/week across 10+ US cities, with target of 1M/week by end of 2026"
},
{
"kind": "quartile_checkpoint",
"label": "Q1 window check-in (25%)",
"status": "pending",
"weight": 0.05,
"ordinal": -5,
"source_id": null,
"expected_date": "2027-02-10",
"observed_date": null
},
{
"kind": "quartile_checkpoint",
"label": "Q2 window check-in (50%)",
"status": "pending",
"weight": 0.05,
"ordinal": -4,
"source_id": null,
"expected_date": "2027-11-23",
"observed_date": null
},
{
"kind": "llm_pre_event",
"label": "Survey-based AV trust crosses 80% in major US robotaxi markets",
"source": "Trend from 35% (2024) → 63% (Feb 2026) extrapolated",
"status": "pending",
"weight": 0.4,
... (truncated)