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244_018predictionAuto/TransportAI-timing

In 10 years you won't have to drive and will have plenty of choices

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
49.9%
evolves via intake + LBP
Conviction
4/5
Signal quality
C
Resolution
pending
Window
2036-01-01 – 2036-11-30
Edges in / out
8 / 3
Tickers exposed
33

Prediction text

In 10 years you won't have to drive and will have plenty of choices | but 10 years from now um you won't have to drive and you'll have plenty of choices.

Verbatim quote

From episode "Uber's Robotaxi Playbook, End of Human Driving & $10B Bet on Robots | Dara Khosrowshahi (Uber CEO)"
but 10 years from now um you won't have to drive and you'll have plenty of choices.

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

4 prob_history rows
0%25%50%75%100%prior 60%2026-04-302026-05-032026-05-10
intake v2milestone miss sweeplbp propagationreference class assignedlegacy v1prior_prob (analyst seed)current = 49.9%

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: 4 fired ✓ · 6 pending
  1. 2026-12-31pendingWaymo crosses 1 million paid robotaxi rides per week
    How: Waymo official disclosure (press release, SEC filing, or executive interview) reports rolling 7-day paid-ride volume >=1,000,000; current run-rate ~500K/week as of early 2026
    Source: Waymo public disclosures; CNBC robotaxi coverage 2025-2026conf 55%
  2. 2026-06-01 → 2027-12-31pendingRobotaxi services (Waymo + Tesla + Zoox combined) operate in >=25 US metro areas
    How: Sum of distinct US metropolitan service areas with paid public robotaxi rides reaches 25; Waymo at 10-11 cities + Tesla expanding to ~7-10 cities by end-2026
    Source: Humai blog 2026 robotaxi tracker, Tesla/Waymo press releasesconf 50%
  3. 2026-06-01 → 2030-12-31pendingFederal NHTSA AV rules enable nationwide Level 4 deployment without state-by-state patchwork
    How: NHTSA finalizes Federal Motor Vehicle Safety Standards (FMVSS) amendments allowing AVs without manual controls and pre-empting conflicting state-level requirements
    Source: NHTSA rulemaking dockets; AV STEP programconf 40%
  4. 2028-01-01 → 2032-12-31pendingFirst major OEM (Mercedes/BMW/Toyota/Ford/GM) ships SAE Level 4 personal-ownership vehicle in US
    How: Top-25-by-volume OEM begins commercial sale of an SAE J3016 Level 4 system to private buyers in US (not fleet, not Level 2++); per Mercedes 2026 S-Class downgrade to Level 2++ in US, this is currently delayed
    Source: WardsAuto 2026 Mercedes S-Class autonomous coverage; SAE J3016conf 35%
  5. 2030-01-01 → 2034-12-31pendingRobotaxis exceed 10% of urban vehicle-miles-traveled in any top-50 US metro
    How: FHWA Highway Statistics, INRIX, or Streetlight Data report robotaxi/AV ride-hail VMT share >=10% in any top-50 metro for a calendar year
    Source: FHWA Highway Statistics; INRIX/Streetlight VMT panelsconf 30%

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: 50%)

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
LBP2026-05-10T02:00:02Z49.9%-1.3pp
Network propagation: 51.2% → 49.9%
6-iter LBP, residual 0.00584 · damping 0.5, w_intrinsic 0.5 · method lbp_v3 · run e5c18d29
LBP2026-05-03T02:00:01Z51.2%-2.1pp
Network propagation: 53.3% → 51.2%
6-iter LBP, residual 0.00677 · damping 0.5, w_intrinsic 0.5 · method lbp_v3 · run 1a683ac9
LBP2026-04-30T16:39:51Z53.3%-2.7pp
Network propagation: 56.0% → 53.3%
5-iter LBP, residual 0.00825 · damping 0.5, w_intrinsic 0.5 · method lbp_v2 · run 0c8a4ea3
LBP2026-04-30T02:18:57Z56.0%-4.0pp
Network propagation: 60.0% → 56.0%
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
prereq234_012
Anthropic revenue will cross OpenAI revenue in middle of 202Peter Diamandis
67.1%0.6000.050-0.083
prereqSEM_005
Stargate is a $500 billion multiyear capex program for distrSam Altman
72.3%0.6000.050-0.080
killerTK03
AI Regulatory Moratorium (EU/US Capability Freeze)
10.0%0.0500.600+0.046
prereq235_002
Anthropic will exceed OpenAI in revenue this year (2026).Dave Blundin
74.6%0.6000.050-0.043
prereqSEM_012
Nvidia quadrupled chip production output while only doublingJensen Huang
75.0%0.6000.050-0.040

Top outgoing (children)

Predictions THIS node influences

KindNodeTheir probP(c|s=T)P(c|s=F)Δ implied
prereq244_029
Combustion engines largely gone in 20 years but world will bDara Khosrowshahi
35.4%0.5500.050-0.058
prereq232_047
Mass drivers on the moon will shoot AI satellites into deep Elon Musk
30.0%0.5500.050-0.004
prereq240_036
TEPCO's restarted reactor will support 20% of Japan's electrPeter Diamandis
34.3%0.6500.050+0.002

Ticker exposure

33 ticker(s) linked

Beneficiaries (23)

SOUNCRWVSITMNVDAARMGTLBBBAITSMAPLDCEVAAIMSFTMRVLSFTBYORCLQCOMAVGOBABAAMDGOOGLIBMAMZNMETA

Adverse (6)

WNSCHGGCTSHIBMINFYACN

Prerequisites (8)

Predictions that must hit first
TypePredTitleDomainLag
prereq234_012Anthropic revenue will cross OpenAI revenue in middle of 2026Markets/Stocks
prereq235_002Anthropic will exceed OpenAI in revenue this year (2026).AI
prereqSEM_008Training runs costing $10 billion for a single model will commence sometime in 2025.AI
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
killerTK14Superbubble Pop (S&P 500 -40%, Moonshot Capital Evaporates)
killerTK01AGI Capability Plateau (2026-27 Training Stall)
killerTK03AI Regulatory Moratorium (EU/US Capability Freeze)

Dependents (3)

Predictions enabled by this
TypePredTitleDomainLag
prereq240_036TEPCO's restarted reactor will support 20% of Japan's electric needs by 2040Energy
prereq232_047Mass drivers on the moon will shoot AI satellites into deep space; self-sustaining lunar city will follow.Space
prereq244_029Combustion engines largely gone in 20 years but world will be very differentEnergy

Linked documents (1)

Auto-generated by cosine similarity from Polymarket / Manifold / EDGAR / GDELT
SimSourceTitleMarket probPolarityReviewedPublished
0.560manifoldWill I Pass My Exams or Will I Pass Away?mentionspending2026-05-28

Raw metadata

From Thesis_Timeline_v1.0_FINAL workbook
{
  "nia": false,
  "qty": "10 years",
  "url": "https://www.youtube.com/watch?v=Mh9yC4j0_rI",
  "mode": "PREDICTION",
  "role": "Guest-CEO",
  "context": "but 10 years from now um you won't have to drive and you'll have plenty of choices. But it's kind of fun to drive so I'd encourage you to get your license.",
  "to_year": 2036,
  "verbatim": "but 10 years from now um you won't have to drive and you'll have plenty of choices.",
  "conv_cues": "won't have to; plenty of choices",
  "direction": "HAPPEN",
  "from_year": 2036,
  "timeframe": "By 2036 (10 years from 2026)",
  "conv_level": "HIGH",
  "milestones": [
    {
      "kind": "prereq",
      "label": "Nvidia quadrupled chip production output while only doubling human headcount — achieved by deploying AI coding tools (Cursor, Claude Code) a",
      "status": "hit",
      "weight": 0.5,
      "ordinal": -10,
      "source_id": "SEM_012",
      "expected_date": "2026-04-29",
      "observed_date": "2026-04-29"
    },
    {
      "kind": "prereq",
      "label": "Training runs costing $10 billion for a single model will commence sometime in 2025.",
      "status": "hit",
      "weight": 0.5,
      "ordinal": -9,
      "source_id": "SEM_008",
      "expected_date": "2026-04-29",
      "observed_date": "2026-04-29"
    },
    {
      "kind": "prereq",
      "label": "Anthropic revenue will cross OpenAI revenue in middle of 2026",
      "status": "hit",
      "weight": 0.5,
      "ordinal": -8,
      "source_id": "234_012",
      "expected_date": "2026-04-29",
      "observed_date": "2026-04-29"
    },
    {
      "kind": "prereq",
      "label": "Anthropic will exceed OpenAI in revenue this year (2026).",
      "status": "hit",
      "weight": 0.5,
      "ordinal": -7,
      "source_id": "235_002",
      "expected_date": "2026-04-29",
      "observed_date": "2026-04-29"
    },
    {
      "kind": "llm_pre_event",
      "label": "Waymo crosses 1 million paid robotaxi rides per week",
      "source": "Waymo public disclosures; CNBC robotaxi coverage 2025-2026",
      "status": "pending",
      "weight": 0.4,
      "ordinal": -6,
      "source_id": null,
      "confidence": 0.55,
      "source_url": "https://www.cnbc.com/2025/12/16/waymo-amazon-zoox-tesla-robotaxi-expansion.html",
      "expected_date": "2026-12-31",
      "research_origin": "deep_research",
      "measurement_criterion": "Waymo official disclosure (press release, SEC filing, or executive interview) reports rolling 7-day paid-ride volume >=1,000,000; current run-rate ~500K/week as of early 2026"
    },
    {
      "kind": "llm_pre_event",
      "label": "Robotaxi services (Waymo + Tesla + Zoox combined) operate in >=25 US metro areas",
      "source": "Humai blog 2026 robotaxi tracker, Tesla/Waymo press releases",
      "status": "pending",
      "weight": 0.4,
      "ordinal": -5,
      "source_id": null,
      "confidence": 0.5,
      "source_url": "https://www.humai.blog/2026-is-the-year-of-autonomous-driving-waymo-in-10-cities-tesla-expanding-where-you-can-already-get-a-robotaxi/",
      "expected_date": "2027-03-17",
      "research_origin": "deep_research",
      "expected_date_range": {
        "to": "2027-12-31",
        "from": "2026-06-01"
      },
      "measurement_criterion": "Sum of distinct US metropolitan service areas with paid public robotaxi rides reaches 25; Waymo at 10-11 cities + Tesla expanding to ~7-10 cities by end-2026"
    },
    {
      "kind": "prereq",
      "label": "Stargate is a $500 billion multiyear capex program for distributed AI data-center construction (2025-2028, with Trump administration partner",
      "status": "pending",
      "weight": 0.5,
      "ordinal": -4,
      "source_id": "SEM_005",
      "expected_date": "2028-02-09",
      "observed_date": null
    },
    {
      "kind": "llm_pre_event",
      "label": "Federal NHTSA AV rules enable nationwide Level 4 deployment without state-by-state patchwork",
      "source": "NHTSA rulemaking dockets; AV STEP program",
  
... (truncated)