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
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
but 10 years from now um you won't have to drive and you'll have plenty of choices.
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
- 2026-12-31pendingWaymo crosses 1 million paid robotaxi rides per weekHow: 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 2026Source: Waymo public disclosures; CNBC robotaxi coverage 2025-2026conf 55%
- 2026-06-01 → 2027-12-31pendingRobotaxi services (Waymo + Tesla + Zoox combined) operate in >=25 US metro areasHow: 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-2026Source: Humai blog 2026 robotaxi tracker, Tesla/Waymo press releasesconf 50%
- 2026-06-01 → 2030-12-31pendingFederal NHTSA AV rules enable nationwide Level 4 deployment without state-by-state patchworkHow: NHTSA finalizes Federal Motor Vehicle Safety Standards (FMVSS) amendments allowing AVs without manual controls and pre-empting conflicting state-level requirementsSource: NHTSA rulemaking dockets; AV STEP programconf 40%
- 2028-01-01 → 2032-12-31pendingFirst major OEM (Mercedes/BMW/Toyota/Ford/GM) ships SAE Level 4 personal-ownership vehicle in USHow: 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 delayedSource: WardsAuto 2026 Mercedes S-Class autonomous coverage; SAE J3016conf 35%
- 2030-01-01 → 2034-12-31pendingRobotaxis exceed 10% of urban vehicle-miles-traveled in any top-50 US metroHow: FHWA Highway Statistics, INRIX, or Streetlight Data report robotaxi/AV ride-hail VMT share >=10% in any top-50 metro for a calendar yearSource: FHWA Highway Statistics; INRIX/Streetlight VMT panelsconf 30%
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 |
|---|---|---|---|---|---|
| prereq | 234_012 Anthropic revenue will cross OpenAI revenue in middle of 202 — Peter Diamandis | 67.1% | 0.600 | 0.050 | -0.083 |
| prereq | SEM_005 Stargate is a $500 billion multiyear capex program for distr — Sam Altman | 72.3% | 0.600 | 0.050 | -0.080 |
| killer | TK03 AI Regulatory Moratorium (EU/US Capability Freeze) | 10.0% | 0.050 | 0.600 | +0.046 |
| prereq | 235_002 Anthropic will exceed OpenAI in revenue this year (2026). — Dave Blundin | 74.6% | 0.600 | 0.050 | -0.043 |
| prereq | SEM_012 Nvidia quadrupled chip production output while only doubling — Jensen Huang | 75.0% | 0.600 | 0.050 | -0.040 |
Top outgoing (children)
Predictions THIS node influences
| Kind | Node | Their prob | P(c|s=T) | P(c|s=F) | Δ implied |
|---|---|---|---|---|---|
| prereq | 244_029 Combustion engines largely gone in 20 years but world will b — Dara Khosrowshahi | 35.4% | 0.550 | 0.050 | -0.058 |
| prereq | 232_047 Mass drivers on the moon will shoot AI satellites into deep — Elon Musk | 30.0% | 0.550 | 0.050 | -0.004 |
| prereq | 240_036 TEPCO's restarted reactor will support 20% of Japan's electr — Peter Diamandis | 34.3% | 0.650 | 0.050 | +0.002 |
Ticker exposure
Beneficiaries (23)
Adverse (6)
Prerequisites (8)
| Type | Pred | Title | Domain | Lag |
|---|---|---|---|---|
| prereq | 234_012 | Anthropic revenue will cross OpenAI revenue in middle of 2026 | Markets/Stocks | — |
| prereq | 235_002 | Anthropic will exceed OpenAI in revenue this year (2026). | AI | — |
| prereq | SEM_008 | Training runs costing $10 billion for a single model will commence sometime in 2025. | AI | — |
| 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 | — |
| killer | TK14 | Superbubble Pop (S&P 500 -40%, Moonshot Capital Evaporates) | — | — |
| killer | TK01 | AGI Capability Plateau (2026-27 Training Stall) | — | — |
| killer | TK03 | AI Regulatory Moratorium (EU/US Capability Freeze) | — | — |
Dependents (3)
| Type | Pred | Title | Domain | Lag |
|---|---|---|---|---|
| prereq | 240_036 | TEPCO's restarted reactor will support 20% of Japan's electric needs by 2040 | Energy | — |
| prereq | 232_047 | Mass drivers on the moon will shoot AI satellites into deep space; self-sustaining lunar city will follow. | Space | — |
| prereq | 244_029 | Combustion engines largely gone in 20 years but world will be very different | Energy | — |
Linked documents (1)
| Sim | Source | Title | Market prob | Polarity | Reviewed | Published |
|---|---|---|---|---|---|---|
| 0.560 | manifold | Will I Pass My Exams or Will I Pass Away? | — | mentions | pending | 2026-05-28 |
Raw metadata
{
"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)