Jobs will go up, not down by 2030 post-AI adjustment
Predictor: Dave Blundin · ep#247 "Elon Musk vs. Sam Altman, AI Job Loss, and OpenAI's $852B Valuation EP #247" · source
Prediction text
Jobs will go up, not down by 2030 post-AI adjustment | when Mark says this is crazy. Jobs are going up not down like yeah by 2030 that's absolutely true. Just like the industrial revolution, jobs went up, not down after it was all the dust adjustment.
Watch events: BLS employment reports; tech layoff trackers; Underemployment rate; Yang quarterly updates
Verbatim quote
when Mark says this is crazy. Jobs are going up not down like yeah by 2030 that's absolutely true. Just like the industrial revolution, jobs went up, not down after it was all the dust adjustment.
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
- 2026-12-01 → 2027-04-30pendingWEF Future of Jobs 2027 release projects net jobs CREATED by 2030 exceeds displacedHow: WEF Future of Jobs 2027 report (or equivalent biennial release) shows aggregate net employment delta positive globally and in US for 2030 horizon (mirrors 78M net gain narrative from 2025 edition)Source: deep_research_enrichedconf 70%
- 2026-09-01 → 2027-09-30pendingBLS 2024-2034 employment projections show total US employment >170M by 2030How: BLS Employment Projections release (next major update Sept 2026 or Sept 2027) shows projected US total nonfarm employment >170M by 2030, up from ~158M baselineSource: deep_research_enrichedconf 70%
- 2027-06-01 → 2028-06-30pendingAI-augmented occupation categories show >5% growth as new job titles emergeHow: BLS Occupational Employment & Wage Statistics or similar dataset reports >=5% YoY net growth in AI-related new occupation categories (prompt engineer, AI ethics, AI ops, etc.) over rolling 12-month windowsSource: deep_research_enrichedconf 65%
- 2027-01-01 → 2029-06-30pendingTransitional unemployment spike in highest-exposure occupations precedes net positive outcomeHow: BLS unemployment rate for top-quintile AI-exposure occupations (admin support, customer service, data processing) rises >=2pp above overall rate for at least 3 consecutive quartersSource: deep_research_enrichedconf 60%
- 2028-01-01 → 2030-12-31pendingGoldman Sachs 7% global GDP boost from AI translates to ~$7T cumulative output gain by 2030How: Goldman Sachs Global Investment Research or IMF aggregate analysis shows realized AI-driven productivity gains contributing >5% to cumulative GDP delta vs counterfactual no-AI baselineSource: deep_research_enrichedconf 50%
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 |
|---|---|---|---|---|---|
| prereq | 231_039 Elon will build out his own chip fabs due to his attack-cons — Peter Diamandis | 47.2% | 0.600 | 0.050 | -0.191 |
| prereq | SEM_027 Nvidia Data Center revenue +66% YoY, contributing ~90% of $5 — Joseph Moore | 68.3% | 0.600 | 0.050 | -0.076 |
| killer | TK05 Rate Regime Persistence (10y > 5% through 2028) | 30.0% | 0.050 | 0.600 | -0.061 |
| killer | TK03 AI Regulatory Moratorium (EU/US Capability Freeze) | 10.0% | 0.050 | 0.600 | +0.049 |
| prereq | SEM_012 Nvidia quadrupled chip production output while only doubling — Jensen Huang | 75.0% | 0.600 | 0.050 | -0.038 |
Top outgoing (children)
Predictions THIS node influences
| Kind | Node | Their prob | P(c|s=T) | P(c|s=F) | Δ implied |
|---|---|---|---|---|---|
| prereq | 231_038 TSMC fabs will come online in 5-6-7 years; Elon won't wait t — Dave Blundin | 44.0% | 0.600 | 0.050 | -0.122 |
| prereq | 232_057 First person to arrive on moon/Mars will find bed made by Op — Dave Blundin | 34.8% | 0.600 | 0.050 | -0.030 |
| prereq | 246_016 Dragonfly nuclear-powered octicopter arrives at Titan in 203 — Peter Diamandis | 35.6% | 0.650 | 0.050 | -0.014 |
| 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 | -0.005 |
| prereq | 240_036 TEPCO's restarted reactor will support 20% of Japan's electr — Peter Diamandis | 34.3% | 0.650 | 0.050 | -0.000 |
Ticker exposure
Beneficiaries (24)
Adverse (6)
Prerequisites (12)
| 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 | — |
| prereq | 231_039 | Elon will build out his own chip fabs due to his attack-constraints approach. | AI | — |
| correlate | S_NO_RECESSION_5Y | No NBER recession through 2031 | macro_recession | — |
| killer | TK05 | Rate Regime Persistence (10y > 5% through 2028) | — | — |
| killer | TK04 | Macro Recession 2026-27 (Structural Deleveraging) | — | — |
| 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 | 230_020 | Peter's 14-year-old son Milan will never get a driver's license. | Auto/Transport | — |
| 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 | — |
| prereq | 232_057 | First person to arrive on moon/Mars will find bed made by Optimus robots; robots not astronauts lead exploration. | Robotics | — |
| prereq | 231_038 | TSMC fabs will come online in 5-6-7 years; Elon won't wait that long. | AI | — |
Expected milestones (1)
| Expected by | Description | Status |
|---|---|---|
| 2030-12-31 | [Labor/Policy 2030-12] will unfold over 2-4 years (not 20-40) [247_020] BLS employment reports; tech layoff trackers; Underemployment rate; Yang quarterly updates | pending |
Linked documents (5)
| Sim | Source | Title | Market prob | Polarity | Reviewed | Published |
|---|---|---|---|---|---|---|
| 0.696 | manifold | Will the United States unemployment rate exceed 30% any time before 2040? | 30% | mentions | pending | 2026-05-24 |
| 0.647 | manifold | Will the May 2026 US nonfarm payrolls report show fewer than 100,000 jobs added? | 67% | mentions | pending | 2026-05-16 |
| 0.647 | manifold | Will May 2026 US nonfarm payrolls increase by at least 150,000? | 22% | mentions | pending | 2026-06-02 |
| 0.639 | manifold | Will the US unemployment rate be >=6.4% in April 2028? | 27% | mentions | pending | 2026-04-23 |
| 0.629 | manifold | Will the May 2026 U.S. unemployment rate be at least 4.3%? | 82% | mentions | pending | 2026-06-03 |
Raw metadata
{
"nia": false,
"url": "https://www.youtube.com/watch?v=5ak26W2YNRY",
"mode": "PREDICTION",
"role": "Host",
"caveats": "Referring to Andreessen's thesis",
"context": "Jobs are going up not down like yeah by 2030 that's absolutely true",
"to_year": 2030,
"verbatim": "when Mark says this is crazy. Jobs are going up not down like yeah by 2030 that's absolutely true. Just like the industrial revolution, jobs went up, not down after it was all the dust adjustment.",
"conv_cues": "absolutely true",
"direction": "UP",
"from_year": 2030,
"timeframe": "2030",
"conv_level": "HIGH",
"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": -11,
"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": -10,
"source_id": "SEM_027",
"expected_date": "2026-04-29",
"observed_date": "2026-04-29"
},
{
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"status": "hit",
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"source_id": "SEM_014",
"expected_date": "2026-04-29",
"observed_date": "2026-04-29"
},
{
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"label": "Blackwell RTX PRO 5000 (72GB) engineered with 50% memory boost over previous generation — deliberate architectural concession for larger AI ",
"status": "hit",
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"source_id": "SEM_029",
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"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": -7,
"source_id": "SEM_012",
"expected_date": "2026-04-29",
"observed_date": "2026-04-29"
},
{
"kind": "llm_pre_event",
"label": "WEF Future of Jobs 2027 release projects net jobs CREATED by 2030 exceeds displaced",
"source": "deep_research_enriched",
"status": "pending",
"weight": 0.4,
"ordinal": -6,
"source_id": null,
"confidence": 0.7,
"source_url": "https://www.demandsage.com/ai-job-replacement-stats/",
"expected_date": "2027-02-14",
"research_origin": "deep_research",
"expected_date_range": {
"to": "2027-04-30",
"from": "2026-12-01"
},
"measurement_criterion": "WEF Future of Jobs 2027 report (or equivalent biennial release) shows aggregate net employment delta positive globally and in US for 2030 horizon (mirrors 78M net gain narrative from 2025 edition)"
},
{
"kind": "llm_pre_event",
"label": "BLS 2024-2034 employment projections show total US employment >170M by 2030",
"source": "deep_research_enriched",
"status": "pending",
"weight": 0.4,
"ordinal": -5,
"source_id": null,
"confidence": 0.7,
"source_url": "https://www.goldmansachs.com/insights/articles/how-will-ai-affect-the-us-labor-market",
"expected_date": "2027-03-17",
"research_origin": "deep_research",
"expected_date_range": {
"to": "2027-09-30",
"from": "2026-09-01"
},
"measurement_criterion": "BLS Employment Projections release (next major update Sept 2026 or Sept 2027) shows projected US total nonfarm employment >170M by 2030, up from ~158M baseline"
},
{
"kind": "l
... (truncated)