First version of social contract will be politicians writing checks in next election
Predictor: Dave Blundin · ep#247 "Elon Musk vs. Sam Altman, AI Job Loss, and OpenAI's $852B Valuation EP #247" · source
Prediction text
First version of social contract will be politicians writing checks in next election | the first version of the social contract is just going to be the next election 3 years from now politicians saying well I'll give everyone $10,000 each well I'll give everyone 12,000 okay well if you're giving them 12 I'll give them 15,000
Verbatim quote
the first version of the social contract is just going to be the next election 3 years from now politicians saying well I'll give everyone $10,000 each well I'll give everyone 12,000 okay well if you're giving them 12 I'll give them 15,000
Predictor: Dave Blundin
Calibration plot (stated vs observed)
Evidence about this node from Dave Blundin 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
- 2026-09-01 → 2027-06-30pendingFirst major 2028 candidate launches campaign with explicit cash-transfer plank ($1k+/mo)How: FEC-registered presidential candidate (D or R primary, polling >5%) explicitly campaigns on UBI/guaranteed income >= $12,000/yearSource: deep_research_enrichedconf 72%
- 2027-06-01 → 2028-06-30pendingAt least 3 declared 2028 presidential candidates publicly endorse cash-transfer programsHow: Three or more declared 2028 candidates (combined D+R) campaign on direct cash transfers >= $10,000/yr to all adultsSource: deep_research_enrichedconf 62%
- 2027-09-01 → 2028-03-31pendingFirst primary debate features bidding-war on UBI amounts ($10k vs $12k vs $15k)How: Televised primary debate transcript shows multiple candidates increasing announced UBI amounts in response to one anotherSource: deep_research_enrichedconf 48%
- 2027-01-01 → 2028-12-31pendingNet new state-level guaranteed-income pilots cross 50 (vs ~30 baseline 2025)How: Mayors for Guaranteed Income or comparable tracker counts >50 active US municipal/state cash-transfer pilotsSource: deep_research_enrichedconf 55%
- 2029-01-20 → 2029-04-30pending2028 winning ticket implements one-time stimulus check >= $5,000 in first 100 daysHow: Federal legislation signed within 100 days of January 2029 inauguration authorizing a >= $5,000 per-adult cash distributionSource: deep_research_enrichedconf 30%
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 |
|---|---|---|---|---|---|
| killer | TK09 Energy Grid Cap (Data Center Power Wall) | 35.0% | 0.050 | 0.550 | -0.086 |
| prereq | SEM_027 Nvidia Data Center revenue +66% YoY, contributing ~90% of $5 — Joseph Moore | 68.3% | 0.550 | 0.050 | -0.074 |
| killer | TK05 Rate Regime Persistence (10y > 5% through 2028) | 30.0% | 0.050 | 0.550 | -0.061 |
| prereq | SEM_012 Nvidia quadrupled chip production output while only doubling — Jensen Huang | 75.0% | 0.550 | 0.050 | -0.039 |
| killer | TK03 AI Regulatory Moratorium (EU/US Capability Freeze) | 10.0% | 0.050 | 0.550 | +0.039 |
Top outgoing (children)
Predictions THIS node influences
| Kind | Node | Their prob | P(c|s=T) | P(c|s=F) | Δ implied |
|---|---|---|---|---|---|
| prereq | 246_017 Europa Clipper will arrive at Jupiter in 2030, conducting 50 — Peter Diamandis | 37.7% | 0.650 | 0.050 | -0.056 |
| prereq | 247_035 Dario Amodei will solve most/all neurological diseases by en — Dario Amodei | 38.8% | 0.700 | 0.050 | -0.043 |
| prereq | 246_016 Dragonfly nuclear-powered octicopter arrives at Titan in 203 — Peter Diamandis | 35.6% | 0.650 | 0.050 | -0.034 |
| prereq | 230_020 Peter's 14-year-old son Milan will never get a driver's lice — Peter Diamandis | 34.7% | 0.650 | 0.050 | -0.025 |
| prereq | 240_036 TEPCO's restarted reactor will support 20% of Japan's electr — Peter Diamandis | 34.3% | 0.650 | 0.050 | -0.021 |
Ticker exposure
Beneficiaries (24)
Adverse (6)
Prerequisites (10)
| Type | Pred | Title | Domain | Lag |
|---|---|---|---|---|
| prereq | SEM_011 | Nvidia became the world's first $5 trillion company (late 2025), operating a near-monopoly on advanced AI chips. | Capital Markets | — |
| prereq | SEM_027 | Nvidia Data Center revenue +66% YoY, contributing ~90% of $57B fiscal Q3 revenue; >$4.5T market cap entirely underpinned by AI silicon. | Capital Markets | — |
| prereq | SEM_014 | Nvidia's Arizona-based TSMC factory successfully fabricated cutting-edge semiconductors on US soil for first time in decades (October 2025). | Manufacturing | — |
| prereq | SEM_029 | Blackwell RTX PRO 5000 (72GB) engineered with 50% memory boost over previous generation — deliberate architectural concession for larger AI training. | Semis/Products | — |
| 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 | TK09 | Energy Grid Cap (Data Center Power Wall) | — | — |
| killer | TK05 | Rate Regime Persistence (10y > 5% through 2028) | — | — |
| killer | TK01 | AGI Capability Plateau (2026-27 Training Stall) | — | — |
| killer | TK02 | AI Compute Supply Shock (TSMC/Taiwan Disruption) | — | — |
| killer | TK03 | AI Regulatory Moratorium (EU/US Capability Freeze) | — | — |
Dependents (5)
| Type | Pred | Title | Domain | Lag |
|---|---|---|---|---|
| prereq | 247_035 | Dario Amodei will solve most/all neurological diseases by end of decade | Biotech/Longevity | — |
| prereq | 230_020 | Peter's 14-year-old son Milan will never get a driver's license. | Auto/Transport | — |
| prereq | 246_017 | Europa Clipper will arrive at Jupiter in 2030, conducting 50 passes near Europa. | Space | — |
| prereq | 246_016 | Dragonfly nuclear-powered octicopter arrives at Titan in 2034. | Space | — |
| prereq | 240_036 | TEPCO's restarted reactor will support 20% of Japan's electric needs by 2040 | Energy | — |
Linked documents (10)
Raw metadata
{
"nia": false,
"qty": "$10K-$15K per person",
"url": "https://www.youtube.com/watch?v=5ak26W2YNRY",
"mode": "PREDICTION",
"role": "Host",
"caveats": "Citing Andrew Yang's view",
"context": "the first version of the social contract is just going to be the next election 3 years from now politicians saying well I'll give everyone $10,000 each",
"to_year": 2029,
"verbatim": "the first version of the social contract is just going to be the next election 3 years from now politicians saying well I'll give everyone $10,000 each well I'll give everyone 12,000 okay well if you're giving them 12 I'll give them 15,000",
"conv_cues": "going to be",
"direction": "HAPPEN",
"from_year": 2029,
"timeframe": "2029 (3 years from now)",
"conv_level": "MEDIUM",
"milestones": [
{
"kind": "prereq",
"label": "Nvidia became the world's first $5 trillion company (late 2025), operating a near-monopoly on advanced AI chips.",
"status": "hit",
"weight": 0.5,
"ordinal": -10,
"source_id": "SEM_011",
"expected_date": "2026-04-29",
"observed_date": "2026-04-29"
},
{
"kind": "prereq",
"label": "Nvidia Data Center revenue +66% YoY, contributing ~90% of $57B fiscal Q3 revenue; >$4.5T market cap entirely underpinned by AI silicon.",
"status": "hit",
"weight": 0.5,
"ordinal": -9,
"source_id": "SEM_027",
"expected_date": "2026-04-29",
"observed_date": "2026-04-29"
},
{
"kind": "prereq",
"label": "Nvidia's Arizona-based TSMC factory successfully fabricated cutting-edge semiconductors on US soil for first time in decades (October 2025).",
"status": "hit",
"weight": 0.5,
"ordinal": -8,
"source_id": "SEM_014",
"expected_date": "2026-04-29",
"observed_date": "2026-04-29"
},
{
"kind": "prereq",
"label": "Blackwell RTX PRO 5000 (72GB) engineered with 50% memory boost over previous generation — deliberate architectural concession for larger AI ",
"status": "hit",
"weight": 0.5,
"ordinal": -7,
"source_id": "SEM_029",
"expected_date": "2026-04-29",
"observed_date": "2026-04-29"
},
{
"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": -6,
"source_id": "SEM_012",
"expected_date": "2026-04-29",
"observed_date": "2026-04-29"
},
{
"kind": "llm_pre_event",
"label": "First major 2028 candidate launches campaign with explicit cash-transfer plank ($1k+/mo)",
"source": "deep_research_enriched",
"status": "pending",
"weight": 0.4,
"ordinal": -5,
"source_id": null,
"confidence": 0.72,
"source_url": "https://jacobanders.org/",
"expected_date": "2027-01-30",
"research_origin": "deep_research",
"expected_date_range": {
"to": "2027-06-30",
"from": "2026-09-01"
},
"measurement_criterion": "FEC-registered presidential candidate (D or R primary, polling >5%) explicitly campaigns on UBI/guaranteed income >= $12,000/year"
},
{
"kind": "llm_pre_event",
"label": "At least 3 declared 2028 presidential candidates publicly endorse cash-transfer programs",
"source": "deep_research_enriched",
"status": "pending",
"weight": 0.4,
"ordinal": -4,
"source_id": null,
"confidence": 0.62,
"source_url": "https://en.wikipedia.org/wiki/List_of_advocates_of_universal_basic_income",
"expected_date": "2027-12-15",
"research_origin": "deep_research",
"expected_date_range": {
"to": "2028-06-30",
"from": "2027-06-01"
},
"measurement_criterion": "Three or more declared 2028 candidates (combined D+R) campaign on direct cash transfers >= $10,000/yr to
... (truncated)