Uber platform workers in 2035 may be doing different kinds of tasks
Predictor: Dara Khosrowshahi · ep#244 "Uber's Robotaxi Playbook, End of Human Driving & $10B Bet on Robots | Dara Khosrowshahi (Uber CEO)" · source
Prediction text
Uber platform workers in 2035 may be doing different kinds of tasks | They may be doing different kinds of tasks, but there will be plenty of work to go around on our platform.
Verbatim quote
They may be doing different kinds of tasks, but there will be plenty of work to go around on our platform.
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
- 2026-06-01 → 2027-06-30pendingUber AI Solutions / Digital Tasks gig program reaches >=1M active US contractorsHow: Uber public disclosure or 10-Q filing referencing >=1M US drivers/contractors performing AI-data tasksSource: deep_research_enrichedconf 55%
- 2026-09-01 → 2028-06-30pendingUber Autonomous Solutions launches paid robotaxi-fleet supervisor role for human contractorsHow: Uber announces a contractor role for remote supervision/teleoperation of robotaxi fleets with public hiring listings or pilot programSource: llm_enrichedconf 55%
- 2028-01-01 → 2030-12-31pendingNon-driving tasks exceed 25% of Uber contractor hoursHow: Uber disclosure (annual report / sustainability report) shows >=25% of total contractor hours derived from delivery/Eats/AI-tasks/non-rideshare workSource: llm_enrichedconf 50%
- 2030-01-01 → 2034-12-31pendingRobotaxis exceed 25% of Uber US gross bookingsHow: Uber 10-K discloses autonomous rideshare share of US gross bookings >=25%Source: llm_enrichedconf 50%
- 2033-01-01 → 2035-12-31pendingRobotaxis exceed 50% of Uber US ride volumeHow: Uber discloses majority of US ride volume completed without human driverSource: llm_enrichedconf 40%
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% | 0.550 | 0.050 | -0.075 |
| prereq | SEM_005 Stargate is a $500 billion multiyear capex program for distr — Sam Altman | 72.3% | 0.550 | 0.050 | -0.072 |
| killer | TK03 AI Regulatory Moratorium (EU/US Capability Freeze) | 10.0% | 0.050 | 0.550 | +0.043 |
| prereq | 235_002 Anthropic will exceed OpenAI in revenue this year (2026). — Dave Blundin | 74.6% | 0.550 | 0.050 | -0.039 |
| prereq | SEM_012 Nvidia quadrupled chip production output while only doubling — Jensen Huang | 75.0% | 0.550 | 0.050 | -0.036 |
Top outgoing (children)
Predictions THIS node influences
| Kind | Node | Their prob | P(c|s=T) | P(c|s=F) | Δ implied |
|---|---|---|---|---|---|
| prereq | 236_019 Human plumbers are safe for at least 10 years and probably s — Andrew Yang | 44.0% | 0.600 | 0.050 | -0.142 |
| prereq | 239_009 People will be on Mars within 10 years — Elon Musk | 30.9% | 0.550 | 0.050 | -0.034 |
| prereq | 232_047 Mass drivers on the moon will shoot AI satellites into deep — Elon Musk | 30.0% | 0.550 | 0.050 | -0.024 |
| prereq | 240_036 TEPCO's restarted reactor will support 20% of Japan's electr — Peter Diamandis | 34.3% | 0.650 | 0.050 | -0.022 |
| prereq | 239_008 Moon base will exist in 10 years — Elon Musk | 28.8% | 0.550 | 0.050 | -0.012 |
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 (5)
| Type | Pred | Title | Domain | Lag |
|---|---|---|---|---|
| prereq | 240_036 | TEPCO's restarted reactor will support 20% of Japan's electric needs by 2040 | Energy | — |
| prereq | 236_019 | Human plumbers are safe for at least 10 years and probably significantly longer | Robotics | — |
| prereq | 239_008 | Moon base will exist in 10 years | Space | — |
| prereq | 239_009 | People will be on Mars within 10 years | Space | — |
| prereq | 232_047 | Mass drivers on the moon will shoot AI satellites into deep space; self-sustaining lunar city will follow. | Space | — |
Raw metadata
{
"nia": false,
"url": "https://www.youtube.com/watch?v=Mh9yC4j0_rI",
"mode": "FORECAST",
"role": "Guest-CEO",
"caveats": "'May be'",
"context": "They may be doing different kinds of tasks, but there will be plenty of work to go around on our platform.",
"to_year": 2035,
"verbatim": "They may be doing different kinds of tasks, but there will be plenty of work to go around on our platform.",
"conv_cues": "may be",
"direction": "HAPPEN",
"from_year": 2035,
"timeframe": "By 2035",
"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": -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": "Uber AI Solutions / Digital Tasks gig program reaches >=1M active US contractors",
"source": "deep_research_enriched",
"status": "pending",
"weight": 0.4,
"ordinal": -6,
"source_id": null,
"confidence": 0.55,
"source_url": "https://www.aol.com/articles/uber-testing-program-pays-gig-135731576.html",
"expected_date": "2026-12-15",
"research_origin": "deep_research",
"expected_date_range": {
"to": "2027-06-30",
"from": "2026-06-01"
},
"measurement_criterion": "Uber public disclosure or 10-Q filing referencing >=1M US drivers/contractors performing AI-data tasks"
},
{
"kind": "llm_pre_event",
"label": "Uber Autonomous Solutions launches paid robotaxi-fleet supervisor role for human contractors",
"source": "llm_enriched",
"status": "pending",
"weight": 0.4,
"ordinal": -5,
"source_id": null,
"confidence": 0.55,
"expected_date": "2027-08-01",
"research_origin": "training",
"expected_date_range": {
"to": "2028-06-30",
"from": "2026-09-01"
},
"measurement_criterion": "Uber announces a contractor role for remote supervision/teleoperation of robotaxi fleets with public hiring listings or pilot program"
},
{
"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": "Non-driving tasks exceed 25% of Uber contractor hours",
"source": "llm_enriched",
"status": "pending",
"weight": 0.4,
"ordinal": -3,
"source_id": null,
"confidence": 0.5,
"expected_date": "2029-07-01",
"research_origin": "training",
"expected_date_range": {
"to": "2030-12-31",
"from": "2028-01-01"
},
"measurement_criterion": "Uber disclosure (annual repo
... (truncated)