Over next 10 years, will see a lot of augmentation of work and some replacement
Predictor: Dara Khosrowshahi · ep#244 "Uber's Robotaxi Playbook, End of Human Driving & $10B Bet on Robots | Dara Khosrowshahi (Uber CEO)" · source
Prediction text
Over next 10 years, will see a lot of augmentation of work and some replacement | I do think that over the next 10 years, you will see a lot of augmentation of work um and some replacement of work.
Verbatim quote
I do think that over the next 10 years, you will see a lot of augmentation of work um and some replacement of work.
Predictor: Dara Khosrowshahi
Calibration plot (stated vs observed)
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Reference class
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Probability over time
Milestone chain
- 2026-06-30 → 2028-12-31pendingAI-augmented worker productivity gains reach >50% in measured pilot studies for knowledge workHow: MIT/NBER/Harvard or BLS-cited RCT shows >=50% productivity gain (output/hour) from AI augmentation in coding, customer service, legal research, or analyst work, replicated in >=3 studiesSource: GitHub Copilot 55% study; Brynjolfsson customer service +14%conf 60%
- 2027-01-01 → 2029-06-30pendingJob replacement metric: >=10% of new entry-level white-collar postings disappear vs 2024 baselineHow: BLS, ADP, Indeed, or LinkedIn Workforce Report shows >=10% YoY decline in entry-level postings for AI-exposed occupations (paralegal, junior dev, data entry, customer support tier-1) vs 2024 baselineSource: Anthropic 'modestly slower hiring' research; Stanford Instituteconf 65%
- 2027-01-01 → 2030-12-31pendingWEF Future of Jobs report flips augmentation:replacement narrativeHow: WEF or OECD Future of Jobs report (or successor) revises current 'net employment increase of 7%' to net loss territory in advanced economies, explicitly attributing to AI/agent automationSource: WEF Future of Jobs Report 2025: 92M displaced, 170M createdconf 45%
- 2028-01-01 → 2032-12-31pendingFirst major economy publishes UBI/wage-insurance pilot in response to AI displacementHow: G20 country launches >=$1B funded pilot program (UBI, wage insurance, or transition fund) explicitly framed as response to AI-driven labor displacement, with academic evaluation frameworkSource: OpenAI/YC UBI experiments; Kenya GiveDirectly; Sam Altman policy statementsconf 40%
- 2030-01-01 → 2034-12-31pendingWorkforce composition shows clear bifurcation: 'AI-augmented' vs 'AI-replaced' becomes standard labor-economics framingHow: BLS/OECD/ILO labor reports formalize 'AI-augmented worker' as a tracked category with wage premium quantified, while 'replaced occupations' list grows to >=50 SOC codesSource: OECD 27% high-automation-risk baselineconf 55%
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 | SEM_042 2025 will be the definitive year that agentic systems finall — Kevin Weil | 73.8% | 0.600 | 0.050 | -0.059 |
| prereq | SEM_012 Nvidia quadrupled chip production output while only doubling — Jensen Huang | 75.0% | 0.600 | 0.050 | -0.051 |
| prereq | SEM_008 Training runs costing $10 billion for a single model will co — Dario Amodei | 76.9% | 0.600 | 0.050 | -0.042 |
| prereq | 238_009 Recursive self-improvement is already happening now (no long — Alex Wissner-Gross | 78.1% | 0.600 | 0.050 | -0.035 |
| killer | TK03 AI Regulatory Moratorium (EU/US Capability Freeze) | 10.0% | 0.050 | 0.600 | +0.035 |
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 | -0.052 |
| prereq | 240_036 TEPCO's restarted reactor will support 20% of Japan's electr — Peter Diamandis | 34.3% | 0.650 | 0.050 | +0.009 |
| prereq | 232_047 Mass drivers on the moon will shoot AI satellites into deep — Elon Musk | 30.0% | 0.550 | 0.050 | +0.002 |
Ticker exposure
Beneficiaries (23)
Adverse (6)
Prerequisites (7)
| Type | Pred | Title | Domain | Lag |
|---|---|---|---|---|
| prereq | 238_009 | Recursive self-improvement is already happening now (no longer three years out) | AI | — |
| prereq | SEM_008 | Training runs costing $10 billion for a single model will commence sometime in 2025. | AI | — |
| prereq | SEM_042 | 2025 will be the definitive year that agentic systems finally hit the mainstream. | AI/Agents | — |
| 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 | — |
| 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 | — |
Raw metadata
{
"nia": false,
"qty": "10 years",
"url": "https://www.youtube.com/watch?v=Mh9yC4j0_rI",
"mode": "PREDICTION",
"role": "Guest-CEO",
"context": "I do think that over the next 10 years, you will see a lot of augmentation of work um and some replacement of work. And historically, our society has been able to adjust and as some work has been augmented or replaced, new work shows up, etc.",
"to_year": 2036,
"verbatim": "I do think that over the next 10 years, you will see a lot of augmentation of work um and some replacement of work.",
"conv_cues": "I do think; you will see",
"direction": "MIXED",
"from_year": 2026,
"timeframe": "By 2036 (next 10 years)",
"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": -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",
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},
{
"kind": "prereq",
"label": "2025 will be the definitive year that agentic systems finally hit the mainstream.",
"status": "hit",
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"ordinal": -7,
"source_id": "SEM_042",
"expected_date": "2026-04-29",
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},
{
"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": "llm_pre_event",
"label": "AI-augmented worker productivity gains reach >50% in measured pilot studies for knowledge work",
"source": "GitHub Copilot 55% study; Brynjolfsson customer service +14%",
"status": "pending",
"weight": 0.4,
"ordinal": -5,
"source_id": null,
"confidence": 0.6,
"expected_date": "2027-09-30",
"research_origin": "training",
"expected_date_range": {
"to": "2028-12-31",
"from": "2026-06-30"
},
"measurement_criterion": "MIT/NBER/Harvard or BLS-cited RCT shows >=50% productivity gain (output/hour) from AI augmentation in coding, customer service, legal research, or analyst work, replicated in >=3 studies"
},
{
"kind": "llm_pre_event",
"label": "Job replacement metric: >=10% of new entry-level white-collar postings disappear vs 2024 baseline",
"source": "Anthropic 'modestly slower hiring' research; Stanford Institute",
"status": "pending",
"weight": 0.4,
"ordinal": -4,
"source_id": null,
"confidence": 0.65,
"expected_date": "2028-03-31",
"research_origin": "training",
"expected_date_range": {
"to": "2029-06-30",
"from": "2027-01-01"
},
"measurement_criterion": "BLS, ADP, Indeed, or LinkedIn Workforce Report shows >=10% YoY decline in entry-level postings for AI-exposed occupations (paralegal, junior dev, data entry, customer support tier-1) vs 2024 baseline"
},
{
"kind": "llm_pre_event",
"label": "WEF Future of Jobs report flips augmentation:replacement narrative",
"source": "WEF Future of Jobs Report 2025: 92M displaced, 170M created",
"status": "pending",
"weight": 0.4,
"ordinal": -3,
"source_id": null,
"confidence": 0.45,
"source_url": "https://reports.weforum.org/docs/WEF_Future_of_Jobs_Report_2025.pdf",
"expected_date": "2028-12-31",
"research_origin": "traini
... (truncated)