← Cockpit
244_027predictionLabor/JobsAI-timing

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

Prior probability
55.0%
Current probability
45.7%
evolves via intake + LBP
Conviction
3/5
Signal quality
C
Resolution
pending
Window
2035-01-01 – 2035-12-31
Edges in / out
8 / 5
Tickers exposed
33

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

From episode "Uber's Robotaxi Playbook, End of Human Driving & $10B Bet on Robots | Dara Khosrowshahi (Uber CEO)"
They may be doing different kinds of tasks, but there will be plenty of work to go around on our platform.

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

4 prob_history rows
0%25%50%75%100%prior 55%2026-04-302026-05-032026-05-10
intake v2milestone miss sweeplbp propagationreference class assignedlegacy v1prior_prob (analyst seed)current = 45.7%

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: 4 fired ✓ · 6 pending
  1. 2026-06-01 → 2027-06-30pendingUber AI Solutions / Digital Tasks gig program reaches >=1M active US contractors
    How: Uber public disclosure or 10-Q filing referencing >=1M US drivers/contractors performing AI-data tasks
    Source: deep_research_enrichedconf 55%
  2. 2026-09-01 → 2028-06-30pendingUber Autonomous Solutions launches paid robotaxi-fleet supervisor role for human contractors
    How: Uber announces a contractor role for remote supervision/teleoperation of robotaxi fleets with public hiring listings or pilot program
    Source: llm_enrichedconf 55%
  3. 2028-01-01 → 2030-12-31pendingNon-driving tasks exceed 25% of Uber contractor hours
    How: Uber disclosure (annual report / sustainability report) shows >=25% of total contractor hours derived from delivery/Eats/AI-tasks/non-rideshare work
    Source: llm_enrichedconf 50%
  4. 2030-01-01 → 2034-12-31pendingRobotaxis exceed 25% of Uber US gross bookings
    How: Uber 10-K discloses autonomous rideshare share of US gross bookings >=25%
    Source: llm_enrichedconf 50%
  5. 2033-01-01 → 2035-12-31pendingRobotaxis exceed 50% of Uber US ride volume
    How: Uber discloses majority of US ride volume completed without human driver
    Source: llm_enrichedconf 40%
  6. 2036-08-14pendingPeople will be on Mars within 10 years
  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: 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
LBP2026-05-10T02:00:02Z45.7%-1.2pp
Network propagation: 46.9% → 45.7%
6-iter LBP, residual 0.00584 · damping 0.5, w_intrinsic 0.5 · method lbp_v3 · run e5c18d29
LBP2026-05-03T02:00:01Z46.9%-1.9pp
Network propagation: 48.8% → 46.9%
6-iter LBP, residual 0.00677 · damping 0.5, w_intrinsic 0.5 · method lbp_v3 · run 1a683ac9
LBP2026-04-30T16:39:51Z48.8%-2.4pp
Network propagation: 51.3% → 48.8%
5-iter LBP, residual 0.00825 · damping 0.5, w_intrinsic 0.5 · method lbp_v2 · run 0c8a4ea3
LBP2026-04-30T02:18:57Z51.3%-3.7pp
Network propagation: 55.0% → 51.3%
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
prereq234_012
Anthropic revenue will cross OpenAI revenue in middle of 202Peter Diamandis
67.1%0.5500.050-0.075
prereqSEM_005
Stargate is a $500 billion multiyear capex program for distrSam Altman
72.3%0.5500.050-0.072
killerTK03
AI Regulatory Moratorium (EU/US Capability Freeze)
10.0%0.0500.550+0.043
prereq235_002
Anthropic will exceed OpenAI in revenue this year (2026).Dave Blundin
74.6%0.5500.050-0.039
prereqSEM_012
Nvidia quadrupled chip production output while only doublingJensen Huang
75.0%0.5500.050-0.036

Top outgoing (children)

Predictions THIS node influences

KindNodeTheir probP(c|s=T)P(c|s=F)Δ implied
prereq236_019
Human plumbers are safe for at least 10 years and probably sAndrew Yang
44.0%0.6000.050-0.142
prereq239_009
People will be on Mars within 10 yearsElon Musk
30.9%0.5500.050-0.034
prereq232_047
Mass drivers on the moon will shoot AI satellites into deep Elon Musk
30.0%0.5500.050-0.024
prereq240_036
TEPCO's restarted reactor will support 20% of Japan's electrPeter Diamandis
34.3%0.6500.050-0.022
prereq239_008
Moon base will exist in 10 yearsElon Musk
28.8%0.5500.050-0.012

Ticker exposure

33 ticker(s) linked

Beneficiaries (23)

SOUNCRWVSITMNVDAARMGTLBBBAITSMAPLDCEVAAIMSFTMRVLSFTBYORCLQCOMAVGOBABAAMDGOOGLIBMAMZNMETA

Adverse (6)

WNSCHGGCTSHIBMINFYACN

Prerequisites (8)

Predictions that must hit first
TypePredTitleDomainLag
prereq234_012Anthropic revenue will cross OpenAI revenue in middle of 2026Markets/Stocks
prereq235_002Anthropic will exceed OpenAI in revenue this year (2026).AI
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_005Stargate is a $500 billion multiyear capex program for distributed AI data-center construction (2025-2028, with Trump administration partnership).AI/Infrastructure
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
prereq240_036TEPCO's restarted reactor will support 20% of Japan's electric needs by 2040Energy
prereq236_019Human plumbers are safe for at least 10 years and probably significantly longerRobotics
prereq239_008Moon base will exist in 10 yearsSpace
prereq239_009People will be on Mars within 10 yearsSpace
prereq232_047Mass drivers on the moon will shoot AI satellites into deep space; self-sustaining lunar city will follow.Space

Raw metadata

From Thesis_Timeline_v1.0_FINAL workbook
{
  "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)