← Cockpit
247_020predictionLabor/JobsAI-scaling

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

Prior probability
60.0%
Current probability
49.6%
evolves via intake + LBP
Conviction
4/5
Signal quality
B
Resolution
pending
Window
2030-01-01 – 2030-12-31
Edges in / out
12 / 5
Tickers exposed
37

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

From episode "Elon Musk vs. Sam Altman, AI Job Loss, and OpenAI's $852B Valuation EP #247"
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

κ + Brier as of 2026-05-22
κ (discount)
0.821
Brier
0.0491
excellent
Hits / Misses
3 / 2
of 9 resolved
Hit rate
33.3%
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

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 60%2026-04-302026-05-032026-05-10
intake v2milestone miss sweeplbp propagationreference class assignedlegacy v1prior_prob (analyst seed)current = 49.6%

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 ✓ · 6 pending
  1. 2026-12-01 → 2027-04-30pendingWEF Future of Jobs 2027 release projects net jobs CREATED by 2030 exceeds displaced
    How: 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%
  2. 2026-09-01 → 2027-09-30pendingBLS 2024-2034 employment projections show total US employment >170M by 2030
    How: 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
    Source: deep_research_enrichedconf 70%
  3. 2027-06-01 → 2028-06-30pendingAI-augmented occupation categories show >5% growth as new job titles emerge
    How: 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 windows
    Source: deep_research_enrichedconf 65%
  4. 2027-01-01 → 2029-06-30pendingTransitional unemployment spike in highest-exposure occupations precedes net positive outcome
    How: 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 quarters
    Source: deep_research_enrichedconf 60%
  5. 2028-01-01 → 2030-12-31pendingGoldman Sachs 7% global GDP boost from AI translates to ~$7T cumulative output gain by 2030
    How: 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 baseline
    Source: deep_research_enrichedconf 50%

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: 50%)

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
LBP2026-05-10T02:00:02Z49.6%-1.3pp
Network propagation: 51.0% → 49.6%
6-iter LBP, residual 0.00584 · damping 0.5, w_intrinsic 0.5 · method lbp_v3 · run e5c18d29
LBP2026-05-03T02:00:01Z51.0%-2.1pp
Network propagation: 53.0% → 51.0%
6-iter LBP, residual 0.00677 · damping 0.5, w_intrinsic 0.5 · method lbp_v3 · run 1a683ac9
LBP2026-04-30T16:39:51Z53.0%-2.7pp
Network propagation: 55.8% → 53.0%
5-iter LBP, residual 0.00825 · damping 0.5, w_intrinsic 0.5 · method lbp_v2 · run 0c8a4ea3
LBP2026-04-30T02:18:57Z55.8%-4.2pp
Network propagation: 60.0% → 55.8%
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
prereq231_039
Elon will build out his own chip fabs due to his attack-consPeter Diamandis
47.2%0.6000.050-0.191
prereqSEM_027
Nvidia Data Center revenue +66% YoY, contributing ~90% of $5Joseph Moore
68.3%0.6000.050-0.076
killerTK05
Rate Regime Persistence (10y > 5% through 2028)
30.0%0.0500.600-0.061
killerTK03
AI Regulatory Moratorium (EU/US Capability Freeze)
10.0%0.0500.600+0.049
prereqSEM_012
Nvidia quadrupled chip production output while only doublingJensen Huang
75.0%0.6000.050-0.038

Top outgoing (children)

Predictions THIS node influences

KindNodeTheir probP(c|s=T)P(c|s=F)Δ implied
prereq231_038
TSMC fabs will come online in 5-6-7 years; Elon won't wait tDave Blundin
44.0%0.6000.050-0.122
prereq232_057
First person to arrive on moon/Mars will find bed made by OpDave Blundin
34.8%0.6000.050-0.030
prereq246_016
Dragonfly nuclear-powered octicopter arrives at Titan in 203Peter Diamandis
35.6%0.6500.050-0.014
prereq230_020
Peter's 14-year-old son Milan will never get a driver's licePeter Diamandis
34.7%0.6500.050-0.005
prereq240_036
TEPCO's restarted reactor will support 20% of Japan's electrPeter Diamandis
34.3%0.6500.050-0.000

Ticker exposure

37 ticker(s) linked

Beneficiaries (24)

MUWULFIRENEQIXALABAPLDASMIYASMLPLABNVDANBISCRWVAAPLAMTAMZNDELLGOOGLIRMLNVGYMETAMSFTORCLSFTBYSTX

Adverse (6)

ACNGENCHGGIBMWNSLRN

Prerequisites (12)

Predictions that must hit first
TypePredTitleDomainLag
prereqSEM_011Nvidia became the world's first $5 trillion company (late 2025), operating a near-monopoly on advanced AI chips.Capital Markets
prereqSEM_027Nvidia Data Center revenue +66% YoY, contributing ~90% of $57B fiscal Q3 revenue; >$4.5T market cap entirely underpinned by AI silicon.Capital Markets
prereqSEM_014Nvidia's Arizona-based TSMC factory successfully fabricated cutting-edge semiconductors on US soil for first time in decades (October 2025).Manufacturing
prereqSEM_029Blackwell RTX PRO 5000 (72GB) engineered with 50% memory boost over previous generation — deliberate architectural concession for larger AI training.Semis/Products
prereqSEM_012Nvidia quadrupled chip production output while only doubling human headcount — achieved by deploying AI coding tools (Cursor, Claude Code) across engineering.AI/Manufacturing
prereq231_039Elon will build out his own chip fabs due to his attack-constraints approach.AI
correlateS_NO_RECESSION_5YNo NBER recession through 2031macro_recession
killerTK05Rate Regime Persistence (10y > 5% through 2028)
killerTK04Macro Recession 2026-27 (Structural Deleveraging)
killerTK01AGI Capability Plateau (2026-27 Training Stall)
killerTK02AI Compute Supply Shock (TSMC/Taiwan Disruption)
killerTK03AI Regulatory Moratorium (EU/US Capability Freeze)

Dependents (5)

Predictions enabled by this
TypePredTitleDomainLag
prereq230_020Peter's 14-year-old son Milan will never get a driver's license.Auto/Transport
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
prereq232_057First person to arrive on moon/Mars will find bed made by Optimus robots; robots not astronauts lead exploration.Robotics
prereq231_038TSMC fabs will come online in 5-6-7 years; Elon won't wait that long.AI

Expected milestones (1)

From Sheet 17 Monitoring Triggers
Expected byDescriptionStatus
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 updatespending

Linked documents (5)

Auto-generated by cosine similarity from Polymarket / Manifold / EDGAR / GDELT
SimSourceTitleMarket probPolarityReviewedPublished
0.696manifoldWill the United States unemployment rate exceed 30% any time before 2040?30%mentionspending2026-05-24
0.647manifoldWill the May 2026 US nonfarm payrolls report show fewer than 100,000 jobs added?67%mentionspending2026-05-16
0.647manifoldWill May 2026 US nonfarm payrolls increase by at least 150,000?22%mentionspending2026-06-02
0.639manifoldWill the US unemployment rate be >=6.4% in April 2028?27%mentionspending2026-04-23
0.629manifoldWill the May 2026 U.S. unemployment rate be at least 4.3%?82%mentionspending2026-06-03

Raw metadata

From Thesis_Timeline_v1.0_FINAL workbook
{
  "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"
    },
    {
      "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": -9,
      "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": -8,
      "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": -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)