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244_010predictionRoboticsautonomous

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

Prior probability
60.0%
Current probability
40.9%
evolves via intake + LBP
Conviction
4/5
Signal quality
B
Resolution
pending
Window
2026-04-30 – 2030-11-30
Edges in / out
3 / 0
Tickers exposed
31

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

From episode "Uber's Robotaxi Playbook, End of Human Driving & $10B Bet on Robots | Dara Khosrowshahi (Uber CEO)"
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

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

6 prob_history rows
0%25%50%75%100%prior 60%2026-04-302026-05-102026-05-24
intake v2milestone miss sweeplbp propagationreference class assignedlegacy v1prior_prob (analyst seed)current = 40.9%

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: 3 fired ✓ · 5 pending
  1. 2026-02-02hitRobotaxi consumer comfort jumps from 35% to 63% in active markets
    How: 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.
  2. 2026-02-02hitRiders who have used a robotaxi report 76% confidence vs 20% for non-users
    How: 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.
  3. 2026-03-27hitWaymo provides 500K paid rides/week, on path to 1M/week by end-2026
    How: Waymo reports paid robotaxi ride volume of 500K/week across 10+ US cities, with target of 1M/week by end of 2026
    Source: 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.
  4. 2027-02-10pendingQ1 window check-in (25%)
  5. 2027-11-23pendingQ2 window check-in (50%)
  6. 2027-01-01 → 2028-12-31pendingSurvey-based AV trust crosses 80% in major US robotaxi markets
    How: Independent consumer survey shows ≥80% comfort with self-driving cars in markets with robotaxi service
    Source: Trend from 35% (2024) → 63% (Feb 2026) extrapolatedconf 55%
  7. 2028-09-04pendingQ3 window check-in (75%)
  8. 2027-06-01 → 2030-11-30pendingRobotaxi rides surpass human-driven rideshare on at least one major Uber route/city
    How: Uber discloses (or analysts confirm) that AV rides exceed human-driver rides on at least one major US city OD pair
    Source: 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?

Clamp this prediction TRUE or FALSE and run a counterfactual Gibbs sample. Surfaces the predictions whose marginals shift most under that assumption.
(live posterior: 41%)

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
LBP2026-05-24T02:00:02Z40.9%-1.0pp
Network propagation: 41.9% → 40.9%
4-iter LBP, residual 0.01000 · damping 0.5, w_intrinsic 0.5 · method lbp_v3 · run 806b02f8
LBP2026-05-17T02:00:01Z41.9%-2.1pp
Network propagation: 43.9% → 41.9%
5-iter LBP, residual 0.00689 · damping 0.5, w_intrinsic 0.5 · method lbp_v3 · run e607fa96
LBP2026-05-10T02:00:02Z43.9%-4.2pp
Network propagation: 48.1% → 43.9%
6-iter LBP, residual 0.00584 · damping 0.5, w_intrinsic 0.5 · method lbp_v3 · run e5c18d29
LBP2026-05-03T02:00:01Z48.1%-8.3pp
Network propagation: 56.4% → 48.1%
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_HUMANOID_CONSUMER_2030
Humanoid R3: 1M+ consumer by Nov 2030
20.0%0.6000.050-0.249
killerTK06
China-Taiwan Military Conflict
8.0%0.0500.600+0.147
killerTK11
Autonomous Regulatory Block (Level 4 Halt)
10.0%0.0500.600+0.136

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_HUMANOID_CONSUMER_2030Humanoid R3: 1M+ consumer by Nov 2030humanoid_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,
  "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)