← Cockpit
244_025predictionLabor/JobsAI-timing

Open question whether society can adjust fast enough to AI/automation pace

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

Prior probability
50.0%
Current probability
38.7%
evolves via intake + LBP
Conviction
2/5
Signal quality
D
Resolution
pending
Window
2026-04-30 – 2029-03-31
Edges in / out
9 / 5
Tickers exposed
33

Prediction text

Open question whether society can adjust fast enough to AI/automation pace | I think there's an open question as to how quickly is is society going to adjust and just as it has in in in historically, can it adjust fast enough?

Verbatim quote

From episode "Uber's Robotaxi Playbook, End of Human Driving & $10B Bet on Robots | Dara Khosrowshahi (Uber CEO)"
I think there's an open question as to how quickly is is society going to adjust and just as it has in in in historically, can it adjust fast enough?

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 50%2026-04-302026-05-032026-05-17
intake v2milestone miss sweeplbp propagationreference class assignedlegacy v1prior_prob (analyst seed)current = 38.7%

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 ✓ · 5 pending
  1. 2026-05-01 → 2027-12-31pendingFederal AI-specific worker support legislation introduced with bipartisan co-sponsorship
    How: Congress.gov shows AI-displacement-specific bill (TAA successor, retraining accounts, AI tax credits) introduced with at least one Republican and one Democrat in lead sponsorship; per March 2026 baseline of bills already introduced
    Source: Brookings 'ways to help workers suffering from AI-related job losses'; March 2026 Congressional bill activityconf 65%
  2. 2026-06-01 → 2027-12-31pendingFederal Reserve Beige Book or FOMC statement formally cites AI labor displacement as macroeconomic concern
    How: FOMC statement, minutes, Beige Book, or Chair press conference explicitly identifies AI/automation labor displacement as a factor in monetary policy reaction function
    Source: Hinton 'AI mass job displacement' warning; Fed AI staff working papersconf 55%
  3. 2026-06-01 → 2028-06-30pendingG7 leaders' summit communique includes substantive AI labor-market adjustment provision
    How: G7 summit final communique contains paragraph specifically on AI-driven labor displacement and pledges coordinated policy response (not just generic AI safety language)
    Source: G7 Hiroshima AI Process precedent; OECD STAN AI labor frameworkconf 45%
  4. 2026-09-01 → 2028-09-30pendingBLS or OECD reports AI-attributed unemployment rate above 4% in any G7 economy
    How: Official labor statistics agency (BLS, ONS, Eurostat, OECD STAN) publishes report attributing >=4% of measured unemployment to AI/automation displacement in any G7 country
    Source: BCG 'AI to reshape >50% of US jobs' 2026; Brookings AI labor displacementconf 45%
  5. 2026-09-01 → 2028-12-31pendingMajor US state passes AI-displacement-specific UI extension, retraining program, or basic income statute
    How: State legislature in CA, NY, IL, MA, WA, or CO passes and governor signs statute whose plain text references AI/automation displacement as triggering condition; not generic workforce-development bill
    Source: March 2026 What We Will / Fund for Guaranteed Income basic income for work program; Rockefeller Good Jobs initiativeconf 45%
  6. 2027-01-01 → 2029-03-31pendingTier-1 social-unrest event (sustained protest, strike, or political movement) explicitly attributed to AI displacement
    How: Protest, strike, or political campaign with >=10,000 participants documented in major news sources where the stated cause is AI-driven job displacement (not generic labor or wage demands)
    Source: Brookings limits-of-retraining; Mercatus proactive response briefconf 40%
  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: 39%)

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
LBP2026-05-17T02:00:01Z38.7%-1.0pp
Network propagation: 39.7% → 38.7%
5-iter LBP, residual 0.00689 · damping 0.5, w_intrinsic 0.5 · method lbp_v3 · run e607fa96
LBP2026-05-10T02:00:02Z39.7%-1.8pp
Network propagation: 41.5% → 39.7%
6-iter LBP, residual 0.00584 · damping 0.5, w_intrinsic 0.5 · method lbp_v3 · run e5c18d29
LBP2026-05-03T02:00:01Z41.5%-3.3pp
Network propagation: 44.8% → 41.5%
6-iter LBP, residual 0.00677 · damping 0.5, w_intrinsic 0.5 · method lbp_v3 · run 1a683ac9
LBP2026-04-30T16:39:51Z44.8%-2.1pp
Network propagation: 46.9% → 44.8%
5-iter LBP, residual 0.00825 · damping 0.5, w_intrinsic 0.5 · method lbp_v2 · run 0c8a4ea3
LBP2026-04-30T02:18:57Z46.9%-3.1pp
Network propagation: 50.0% → 46.9%
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%0.5000.050-0.179
killerTK03
AI Regulatory Moratorium (EU/US Capability Freeze)
10.0%0.0500.500+0.068
killerTK01
AGI Capability Plateau (2026-27 Training Stall)
15.0%0.0500.500+0.046
killerTK14
Superbubble Pop (S&P 500 -40%, Moonshot Capital Evaporates)
20.0%0.0500.500+0.023
prereq238_009
Recursive self-improvement is already happening now (no longAlex Wissner-Gross
78.1%0.5000.050+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%0.6500.050-0.077
prereq235_030
Ray Kurzweil predicts Longevity Escape Velocity (LEV) by 203Ray Kurzweil
39.2%0.7500.050-0.076
prereq240_036
TEPCO's restarted reactor will support 20% of Japan's electrPeter Diamandis
34.3%0.6500.050-0.064
prereq239_008
Moon base will exist in 10 yearsElon Musk
28.8%0.5500.050-0.047
prereqSEM_034
True artificial general intelligence will be achieved betweeDemis Hassabis
28.7%0.5500.050-0.046

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": "SPECULATION",
  "role": "Guest-CEO",
  "caveats": "Framed as open question",
  "context": "the pace of change that we're seeing as it relates to AI and automation over the past 5 years is just happening faster than even I expected and and I'm an optimist as it relates to uh technology. So, I think there's an open question as to how quickly is is society going to adjust and just as it has in in in historically, can it adjust fast enough?",
  "verbatim": "I think there's an open question as to how quickly is is society going to adjust and just as it has in in in historically, can it adjust fast enough?",
  "conv_cues": "open question; can it",
  "direction": "UNCLEAR",
  "timeframe": "Near future",
  "conv_level": "LOW",
  "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": "2025 will be the definitive year that agentic systems finally hit the mainstream.",
      "status": "hit",
      "weight": 0.5,
      "ordinal": -8,
      "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": -7,
      "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": -6,
      "source_id": "235_038",
      "expected_date": "2026-04-29",
      "observed_date": "2026-04-29"
    },
    {
      "kind": "llm_pre_event",
      "label": "Federal AI-specific worker support legislation introduced with bipartisan co-sponsorship",
      "source": "Brookings 'ways to help workers suffering from AI-related job losses'; March 2026 Congressional bill activity",
      "status": "pending",
      "weight": 0.4,
      "ordinal": -5,
      "source_id": null,
      "confidence": 0.65,
      "source_url": "https://www.brookings.edu/articles/ways-to-help-workers-suffering-from-ai-related-job-losses/",
      "expected_date": "2027-03-01",
      "research_origin": "deep_research",
      "expected_date_range": {
        "to": "2027-12-31",
        "from": "2026-05-01"
      },
      "measurement_criterion": "Congress.gov shows AI-displacement-specific bill (TAA successor, retraining accounts, AI tax credits) introduced with at least one Republican and one Democrat in lead sponsorship; per March 2026 baseline of bills already introduced"
    },
    {
      "kind": "llm_pre_event",
      "label": "Federal Reserve Beige Book or FOMC statement formally cites AI labor displacement as macroeconomic concern",
      "source": "Hinton 'AI mass job displacement' warning; Fed AI staff working papers",
      "status": "pending",
      "weight": 0.4,
      "ordinal": -4,
      "source_id": null,
      "confidence": 0.55,
      "source_url": "https://www.ai-daily.news/articles/geoffrey-hinton-warns-ai-could-trigger-mass-job-displacement",
      "expected_date": "2027-03-17",
      "research_origin": "deep_research",
      "expected_date_range": {
      
... (truncated)