← Cockpit
244_022predictionLabor/JobsAI-timing

Automation will typically augment work rather than replace it

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
46.3%
evolves via intake + LBP
Conviction
4/5
Signal quality
C
Resolution
pending
Window
2026-04-30 – 2029-03-31
Edges in / out
9 / 5
Tickers exposed
33

Prediction text

Automation will typically augment work rather than replace it | The reality that we've seen historically is that automation typically doesn't replace work, but it augments work.

Verbatim quote

From episode "Uber's Robotaxi Playbook, End of Human Driving & $10B Bet on Robots | Dara Khosrowshahi (Uber CEO)"
The reality that we've seen historically is that automation typically doesn't replace work, but it augments work.

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

5 prob_history rows
0%25%50%75%100%prior 60%2026-04-302026-05-032026-05-17
intake v2milestone miss sweeplbp propagationreference class assignedlegacy v1prior_prob (analyst seed)current = 46.3%

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: 8 fired ✓ · 2 pending
  1. 2026-02-24hitDallas Fed: AI simultaneously aiding AND replacing workers (wage data)
    How: Dallas Fed or equivalent research institution publishes wage-data analysis showing AI both augments and substitutes labor by occupation
    Source: https://www.dallasfed.org/research/economics/2026/0224conf 95%
    Notes: HIT — Dallas Fed Feb 2026 analysis confirms BOTH augmentation and replacement happening, partial nuance to Khosrowshahi's strong augment-only claim.
  2. 2026-04-30hitBCG: 'AI Will Reshape More Jobs Than It Replaces' published
    How: BCG or equivalent top-tier consultancy publishes study concluding AI primarily reshapes (not replaces) jobs
    Source: https://www.bcg.com/publications/2026/ai-will-reshape-more-jobs-than-it-replacesconf 95%
  3. 2026-04-30hitGoldman Sachs: AI subtracts 16K jobs/month, +0.1pp unemployment
    How: Goldman Sachs or equivalent IB publishes labor-impact estimate showing AI-attributable monthly payroll reduction
    Source: https://www.goldmansachs.com/insights/articles/the-jobs-ai-is-likely-to-boost-and-those-it-may-disruptconf 85%
  4. 2026-12-31 → 2028-03-31pendingAggregate US employment grows YoY despite AI deployment in 2026-2027
    How: BLS nonfarm payrolls show net YoY growth across 2026 and 2027 despite hyperscaler AI deployment
    Source: https://hbr.org/2026/03/research-how-ai-is-changing-the-labor-marketconf 65%
  5. 2026-06-01 → 2028-12-31pendingEntry-level postings fall to <35% of all job postings
    How: Indeed/LinkedIn data shows entry-level share of postings declines to <35% (vs 38.6% March 2026, 44% in 2023)
    Source: https://fortune.com/2026/04/24/gen-z-entrepreneurship-gig-work-freelance-entry-level-jobs-corporate-america/conf 60%
    Notes: Counter-evidence — entry-level erosion suggests replacement is real for younger cohorts, partially refuting strong augment-only claim.
  6. 2036-09-06pendingMoon base will exist in 10 years

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: 46%)

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
LBP2026-05-17T02:00:01Z46.3%-1.2pp
Network propagation: 47.6% → 46.3%
5-iter LBP, residual 0.00689 · damping 0.5, w_intrinsic 0.5 · method lbp_v3 · run e607fa96
LBP2026-05-10T02:00:02Z47.6%-2.2pp
Network propagation: 49.8% → 47.6%
6-iter LBP, residual 0.00584 · damping 0.5, w_intrinsic 0.5 · method lbp_v3 · run e5c18d29
LBP2026-05-03T02:00:01Z49.8%-3.9pp
Network propagation: 53.7% → 49.8%
6-iter LBP, residual 0.00677 · damping 0.5, w_intrinsic 0.5 · method lbp_v3 · run 1a683ac9
LBP2026-04-30T16:39:51Z53.7%-2.5pp
Network propagation: 56.2% → 53.7%
5-iter LBP, residual 0.00825 · damping 0.5, w_intrinsic 0.5 · method lbp_v2 · run 0c8a4ea3
LBP2026-04-30T02:18:57Z56.2%-3.8pp
Network propagation: 60.0% → 56.2%
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_AGI_MID_2029
AGI mid: Kurzweil 2029 path
35.0%0.6000.050-0.221
killerTK03
AI Regulatory Moratorium (EU/US Capability Freeze)
10.0%0.0500.600+0.082
killerTK01
AGI Capability Plateau (2026-27 Training Stall)
15.0%0.0500.600+0.054
killerTK14
Superbubble Pop (S&P 500 -40%, Moonshot Capital Evaporates)
20.0%0.0500.600+0.027
prereqSEM_042
2025 will be the definitive year that agentic systems finallKevin Weil
73.8%0.6000.050-0.013

Top outgoing (children)

Predictions THIS node influences

KindNodeTheir probP(c|s=T)P(c|s=F)Δ implied
prereq246_016
Dragonfly nuclear-powered octicopter arrives at Titan in 203Peter Diamandis
35.6%0.6500.050-0.032
prereq235_030
Ray Kurzweil predicts Longevity Escape Velocity (LEV) by 203Ray Kurzweil
39.2%0.7500.050-0.023
prereq240_036
TEPCO's restarted reactor will support 20% of Japan's electrPeter Diamandis
34.3%0.6500.050-0.019
prereq239_008
Moon base will exist in 10 yearsElon Musk
28.8%0.5500.050-0.010
prereqSEM_034
True artificial general intelligence will be achieved betweeDemis Hassabis
28.7%0.5500.050-0.009

Ticker exposure

33 ticker(s) linked

Beneficiaries (23)

SOUNCRWVSITMNVDAARMGTLBBBAITSMAPLDCEVAAIMSFTMRVLSFTBYORCLQCOMAVGOBABAAMDGOOGLIBMAMZNMETA

Adverse (6)

WNSCHGGCTSHIBMINFYACN

Prerequisites (9)

Predictions that must hit first
TypePredTitleDomainLag
prereq238_009Recursive self-improvement is already happening now (no longer three years out)AI
prereq235_038David Sinclair begins partial epigenetic reprogramming trials with Life Biosciences in March 2026.Biotech/Longevity
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_0422025 will be the definitive year that agentic systems finally hit the mainstream.AI/Agents
prereqS_AGI_MID_2029AGI mid: Kurzweil 2029 pathagi_general_capability
killerTK14Superbubble Pop (S&P 500 -40%, Moonshot Capital Evaporates)
killerTK01AGI Capability Plateau (2026-27 Training Stall)
killerTK03AI Regulatory Moratorium (EU/US Capability Freeze)

Dependents (5)

Predictions enabled by this
TypePredTitleDomainLag
prereq235_030Ray Kurzweil predicts Longevity Escape Velocity (LEV) by 2033.Biotech/Longevity
prereq246_016Dragonfly nuclear-powered octicopter arrives at Titan in 2034.Space
prereq240_036TEPCO's restarted reactor will support 20% of Japan's electric needs by 2040Energy
prereqSEM_034True artificial general intelligence will be achieved between 2032 and 2042 — 'first we solve AI, then use AI to solve everything else'.AI/AGI
prereq239_008Moon base will exist in 10 yearsSpace

Raw metadata

From Thesis_Timeline_v1.0_FINAL workbook
{
  "nia": false,
  "url": "https://www.youtube.com/watch?v=Mh9yC4j0_rI",
  "mode": "THESIS",
  "role": "Guest-CEO",
  "caveats": "'Typically'",
  "context": "The reality that we've seen historically is that automation typically doesn't replace work, but it augments work.",
  "verbatim": "The reality that we've seen historically is that automation typically doesn't replace work, but it augments work.",
  "conv_cues": "typically",
  "direction": "HAPPEN",
  "timeframe": "Ongoing",
  "conv_level": "HIGH",
  "milestones": [
    {
      "kind": "llm_pre_event",
      "label": "Dallas Fed: AI simultaneously aiding AND replacing workers (wage data)",
      "notes": "HIT — Dallas Fed Feb 2026 analysis confirms BOTH augmentation and replacement happening, partial nuance to Khosrowshahi's strong augment-only claim.",
      "source": "https://www.dallasfed.org/research/economics/2026/0224",
      "status": "hit",
      "weight": 0.4,
      "ordinal": -10,
      "source_id": null,
      "confidence": 0.95,
      "source_url": "https://www.dallasfed.org/research/economics/2026/0224",
      "expected_date": "2026-02-24",
      "observed_date": "2026-02-24",
      "research_origin": "deep_research",
      "measurement_criterion": "Dallas Fed or equivalent research institution publishes wage-data analysis showing AI both augments and substitutes labor by occupation"
    },
    {
      "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": -9,
      "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": -8,
      "source_id": "SEM_008",
      "expected_date": "2026-04-29",
      "observed_date": "2026-04-29"
    },
    {
      "kind": "prereq",
      "label": "2025 will be the definitive year that agentic systems finally hit the mainstream.",
      "status": "hit",
      "weight": 0.5,
      "ordinal": -7,
      "source_id": "SEM_042",
      "expected_date": "2026-04-29",
      "observed_date": "2026-04-29"
    },
    {
      "kind": "prereq",
      "label": "Recursive self-improvement is already happening now (no longer three years out)",
      "status": "hit",
      "weight": 0.5,
      "ordinal": -6,
      "source_id": "238_009",
      "expected_date": "2026-04-29",
      "observed_date": "2026-04-29"
    },
    {
      "kind": "prereq",
      "label": "David Sinclair begins partial epigenetic reprogramming trials with Life Biosciences in March 2026.",
      "status": "hit",
      "weight": 0.5,
      "ordinal": -5,
      "source_id": "235_038",
      "expected_date": "2026-04-29",
      "observed_date": "2026-04-29"
    },
    {
      "kind": "llm_pre_event",
      "label": "BCG: 'AI Will Reshape More Jobs Than It Replaces' published",
      "source": "https://www.bcg.com/publications/2026/ai-will-reshape-more-jobs-than-it-replaces",
      "status": "hit",
      "weight": 0.4,
      "ordinal": -4,
      "source_id": null,
      "confidence": 0.95,
      "source_url": "https://www.bcg.com/publications/2026/ai-will-reshape-more-jobs-than-it-replaces",
      "expected_date": "2026-04-30",
      "observed_date": "2026-04-30",
      "research_origin": "deep_research",
      "measurement_criterion": "BCG or equivalent top-tier consultancy publishes study concluding AI primarily reshapes (not replaces) jobs"
    },
    {
      "kind": "llm_pre_event",
      "label": "Goldman Sachs: AI subtracts 16K jobs/month, +0.1pp unemployment",
      "source": "https://www.goldmansachs.com/insights/articles/the-jobs-ai-is-likely-to-boost-and-those-it-may-disrupt",
      "status": "hit",
      "weight": 0.4,
      "ordinal": -3,
      "sourc
... (truncated)