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244_024predictionLabor/JobsAI-timing

Hopes society will adjust as work is augmented and new work shows up

Predictor: Dara Khosrowshahi · ep#244 "Uber's Robotaxi Playbook, End of Human Driving & $10B Bet on Robots | Dara Khosrowshahi (Uber CEO)" · source

Prior probability
55.0%
Current probability
42.5%
evolves via intake + LBP
Conviction
3/5
Signal quality
C
Resolution
pending
Window
2026-04-30 – 2029-03-31
Edges in / out
9 / 5
Tickers exposed
33

Prediction text

Hopes society will adjust as work is augmented and new work shows up | as some work has been augmented or replaced, new work shows up, etc. That is my hope as it relates to our society as well.

Verbatim quote

From episode "Uber's Robotaxi Playbook, End of Human Driving & $10B Bet on Robots | Dara Khosrowshahi (Uber CEO)"
as some work has been augmented or replaced, new work shows up, etc. That is my hope as it relates to our society 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

5 prob_history rows
0%25%50%75%100%prior 55%2026-04-302026-05-032026-05-17
intake v2milestone miss sweeplbp propagationreference class assignedlegacy v1prior_prob (analyst seed)current = 42.5%

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: 5 fired ✓ · 6 pending
  1. 2026-09-01 → 2027-09-30pendingEntry-level white-collar unemployment in 20-30 age cohort stops rising
    How: BLS reports two consecutive quarters where 20-30 cohort tech-occupation unemployment rate is flat or declining vs 2025-2026 trend
    Source: Goldman: 'unemployment among 20-30 in tech-exposed up ~3pp since start of 2025'conf 45%
  2. 2026-12-01 → 2027-12-31pendingUS unemployment rate stabilizes or declines despite AI rollout
    How: BLS U-3 unemployment rate stable in 4.0-4.7% band or trending lower for 6+ consecutive months despite ongoing AI deployment
    Source: Goldman Sachs 4.5% 2026 unemployment projection; Yale Budget Lab analysisconf 55%
  3. 2026-09-01 → 2028-03-31pendingMajor reskilling-program scale-up by federal/state governments tied to AI displacement
    How: US Department of Labor or comparable agency announces reskilling appropriation >5B USD explicitly tied to AI-displacement adjustment
    Source: Yale Budget Lab AI labor-market policy frameworkconf 45%
  4. 2027-03-01 → 2028-06-30pendingBLS reports first quarter where AI-related new occupations exceed displacements
    How: BLS quarterly job-creation data shows new AI-augmented or AI-supervisory occupation hires exceeding net displacement in any quarter
    Source: Goldman Sachs: 6-7% transitional displacement framework with eventual offsetconf 50%
  5. 2027-12-31pendingIf unemployment rises above Amodei 10-20% scenario by end-2027, society-adjustment thesis fails
    How: BLS U-3 >10% sustained for 2+ quarters by 2027-12-31 means society has not adjusted, contradicting prediction
    Source: Anthropic Dario Amodei 10-20% unemployment scenarioconf 55%
  6. 2027-06-01 → 2028-09-30pendingFirst peer-reviewed empirical study confirms net job creation in AI-augmented occupations
    How: NBER/AEA paper confirms positive net employment in occupations where AI-augmentation rate >=50%
    Source: JP Morgan 'job destroyer' framework analysisconf 45%
  7. 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: 42%)

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
LBP2026-05-17T02:00:01Z42.5%-1.1pp
Network propagation: 43.6% → 42.5%
5-iter LBP, residual 0.00689 · damping 0.5, w_intrinsic 0.5 · method lbp_v3 · run e607fa96
LBP2026-05-10T02:00:02Z43.6%-2.0pp
Network propagation: 45.6% → 43.6%
6-iter LBP, residual 0.00584 · damping 0.5, w_intrinsic 0.5 · method lbp_v3 · run e5c18d29
LBP2026-05-03T02:00:01Z45.6%-3.6pp
Network propagation: 49.3% → 45.6%
6-iter LBP, residual 0.00677 · damping 0.5, w_intrinsic 0.5 · method lbp_v3 · run 1a683ac9
LBP2026-04-30T16:39:51Z49.3%-2.3pp
Network propagation: 51.5% → 49.3%
5-iter LBP, residual 0.00825 · damping 0.5, w_intrinsic 0.5 · method lbp_v2 · run 0c8a4ea3
LBP2026-04-30T02:18:57Z51.5%-3.5pp
Network propagation: 55.0% → 51.5%
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%0.5500.050-0.200
killerTK03
AI Regulatory Moratorium (EU/US Capability Freeze)
10.0%0.0500.550+0.075
killerTK01
AGI Capability Plateau (2026-27 Training Stall)
15.0%0.0500.550+0.050
killerTK14
Superbubble Pop (S&P 500 -40%, Moonshot Capital Evaporates)
20.0%0.0500.550+0.025
prereq238_009
Recursive self-improvement is already happening now (no longAlex Wissner-Gross
78.1%0.5500.050+0.011

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%0.6500.050-0.055
prereq235_030
Ray Kurzweil predicts Longevity Escape Velocity (LEV) by 203Ray Kurzweil
39.2%0.7500.050-0.049
prereq240_036
TEPCO's restarted reactor will support 20% of Japan's electrPeter Diamandis
34.3%0.6500.050-0.041
prereq239_008
Moon base will exist in 10 yearsElon Musk
28.8%0.5500.050-0.029
prereqSEM_034
True artificial general intelligence will be achieved betweeDemis Hassabis
28.7%0.5500.050-0.028

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

Linked documents (5)

Auto-generated by cosine similarity from Polymarket / Manifold / EDGAR / GDELT
SimSourceTitleMarket probPolarityReviewedPublished
0.600github_releasefacebookresearch/balance 0.14.0mentionspending2025-12-14
0.581manifoldDuring Manifest @marysmith will...mentionspending2026-06-04
0.565manifoldWill I do something interesting this week according to me48%mentionspending2026-04-28
0.565manifoldWill I do something interesting this week according to me63%mentionspending2026-05-06
0.530github_releasefacebookresearch/facestar paper_materialsmentionspending2022-03-28

Raw metadata

From Thesis_Timeline_v1.0_FINAL workbook
{
  "nia": false,
  "url": "https://www.youtube.com/watch?v=Mh9yC4j0_rI",
  "mode": "ASPIRATION",
  "role": "Guest-CEO",
  "caveats": "Explicitly framed as hope",
  "context": "And historically, our society has been able to adjust and as some work has been augmented or replaced, new work shows up, etc. That is my hope as it relates to our society as well.",
  "verbatim": "as some work has been augmented or replaced, new work shows up, etc. That is my hope as it relates to our society as well.",
  "conv_cues": "my hope",
  "direction": "HAPPEN",
  "timeframe": "Unspecified future",
  "conv_level": "MEDIUM",
  "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": -11,
      "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": -10,
      "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": -9,
      "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": -8,
      "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": -7,
      "source_id": "235_038",
      "expected_date": "2026-04-29",
      "observed_date": "2026-04-29"
    },
    {
      "kind": "llm_pre_event",
      "label": "Entry-level white-collar unemployment in 20-30 age cohort stops rising",
      "source": "Goldman: 'unemployment among 20-30 in tech-exposed up ~3pp since start of 2025'",
      "status": "pending",
      "weight": 0.4,
      "ordinal": -6,
      "source_id": null,
      "confidence": 0.45,
      "source_url": "https://www.goldmansachs.com/insights/articles/how-will-ai-affect-the-us-labor-market",
      "expected_date": "2027-03-17",
      "research_origin": "training",
      "expected_date_range": {
        "to": "2027-09-30",
        "from": "2026-09-01"
      },
      "measurement_criterion": "BLS reports two consecutive quarters where 20-30 cohort tech-occupation unemployment rate is flat or declining vs 2025-2026 trend"
    },
    {
      "kind": "llm_pre_event",
      "label": "US unemployment rate stabilizes or declines despite AI rollout",
      "source": "Goldman Sachs 4.5% 2026 unemployment projection; Yale Budget Lab analysis",
      "status": "pending",
      "weight": 0.4,
      "ordinal": -5,
      "source_id": null,
      "confidence": 0.55,
      "source_url": "https://budgetlab.yale.edu/research/evaluating-impact-ai-labor-market-current-state-affairs",
      "expected_date": "2027-06-16",
      "research_origin": "training",
      "expected_date_range": {
        "to": "2027-12-31",
        "from": "2026-12-01"
      },
      "measurement_criterion": "BLS U-3 unemployment rate stable in 4.0-4.7% band or trending lower for 6+ consecutive months despite ongoing AI deployment"
    },
    {
      "kind": "llm_pre_event",
      "label": "Major reskilling-program scale-up by federal/state governments tied to AI displacement",
      "source": "Yale Budget Lab AI labor-mark
... (truncated)