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247_056predictionLabor/Jobsjobs

Net job loss probably not; dynamism with some categories going away

Predictor: Alex Wissner-Gross · ep#247 "Elon Musk vs. Sam Altman, AI Job Loss, and OpenAI's $852B Valuation EP #247" · source

Prior probability
45.0%
Current probability
36.9%
evolves via intake + LBP
Conviction
3/5
Signal quality
C
Resolution
pending
Window
2028-06-01 – 2028-06-30
Edges in / out
7 / 0
Tickers exposed
32

Prediction text

Net job loss probably not; dynamism with some categories going away | There is going to be a lot of dynamism with some job categories going away, others new ones coming into existence and net job loss probably not.

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"
There is going to be a lot of dynamism with some job categories going away, others new ones coming into existence and net job loss probably not.

Predictor: Alex Wissner-Gross

κ + Brier as of 2026-05-22
κ (discount)
0.844
Brier
0.0341
excellent
Hits / Misses
6 / 1
of 11 resolved
Hit rate
54.5%
Calibration plot (stated vs observed)

Evidence about this node from Alex Wissner-Gross 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 45%2026-04-302026-05-032026-05-10
intake v2milestone miss sweeplbp propagationreference class assignedlegacy v1prior_prob (analyst seed)current = 36.9%

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 ✓ · 5 pending
  1. 2026-06-01 → 2028-06-30pendingBLS unemployment rate stays below 5.0% through 2028
    How: BLS U-3 unemployment monthly readings stay <5.0% for >=20 of next 24 months; current 4.3% (Mar 2026). Sustained <5% supports 'no net job loss' claim.
    Source: BLS Mar 2026 U-3 at 4.3%; net job creation +178k March 2026conf 55%
  2. 2026-09-01 → 2028-06-30pendingNew job categories created: BLS adds >=2 new SOC codes for AI-era roles
    How: BLS Standard Occupational Classification 2028 update or adjacent revision adds >=2 new occupation codes (e.g., AI auditor, prompt engineer, AI-human-loop specialist)
    Source: BLS SOC revisions historically lag tech change ~5y; 2028 cycle is candidateconf 40%
  3. 2026-09-01 → 2028-06-30pendingGoldman Sachs, McKinsey, or Anthropic publish revised displacement timeline through 2028
    How: GS, McKinsey, BCG, or Anthropic Economic Index publishes update revising AI-displacement projection; either confirms ~6-7% over 10y or accelerates
    Source: Goldman base case 6-7% over 10y; mid-period revision is leading signalconf 85%
  4. 2026-12-01 → 2028-06-30pendingJob category extinction: BLS occupational data shows >=3 occupations decline >=20%
    How: BLS Occupational Employment and Wage Statistics show 3+ occupational categories with >=20% headcount decline 2024-2027 (paralegals, translators, graphic designers per BLS AI research)
    Source: BLS specifically projects sales, admin, paralegals, translators, graphic designers as AI-vulnerableconf 65%
    Notes: Wissner-Gross's 'some categories going away' is concrete BLS-testable claim.
  5. 2027-01-01 → 2028-06-30pendingLabor force participation rate stays within +/-1pp of 2025 baseline
    How: BLS monthly labor force participation 62.5-64.5% throughout window; sharp drop to <60% would indicate net job loss masked by people leaving labor force
    Source: Wissner-Gross dynamism claim requires LFPR stability — drop would invalidate 'just churn' framingconf 65%

No downstream cascades — this prediction is a leaf in the dependency graph.

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: 37%)

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
LBP2026-05-10T02:00:02Z36.9%-1.1pp
Network propagation: 37.9% → 36.9%
6-iter LBP, residual 0.00584 · damping 0.5, w_intrinsic 0.5 · method lbp_v3 · run e5c18d29
LBP2026-05-03T02:00:01Z37.9%-1.6pp
Network propagation: 39.5% → 37.9%
6-iter LBP, residual 0.00677 · damping 0.5, w_intrinsic 0.5 · method lbp_v3 · run 1a683ac9
LBP2026-04-30T16:39:51Z39.5%-2.3pp
Network propagation: 41.8% → 39.5%
5-iter LBP, residual 0.00825 · damping 0.5, w_intrinsic 0.5 · method lbp_v2 · run 0c8a4ea3
LBP2026-04-30T02:18:57Z41.8%-3.2pp
Network propagation: 45.0% → 41.8%
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
prereq247_058
Jury selection begins April 27, 2026 for Musk v OpenAI trialPeter Diamandis
71.4%0.4500.050-0.037
prereqSEM_042
2025 will be the definitive year that agentic systems finallKevin Weil
73.8%0.4500.050-0.027
prereqSEM_012
Nvidia quadrupled chip production output while only doublingJensen Huang
75.0%0.4500.050-0.022
killerTK04
Macro Recession 2026-27 (Structural Deleveraging)
25.0%0.0500.450-0.019
prereqSEM_008
Training runs costing $10 billion for a single model will coDario Amodei
76.9%0.4500.050-0.014

Top outgoing (children)

Predictions THIS node influences

No outgoing edges.

Ticker exposure

32 ticker(s) linked

Beneficiaries (23)

ADUSCOURDOCNFROGGTLBINODPLROLSPIRSRFMUDMYTEAMNFLXPLTRRDDTUBERAMZNBABASPOTGDDYGOOGLMETAMSFT

Adverse (6)

RHIBXPSLGMANKFYTNET

Prerequisites (7)

Predictions that must hit first
TypePredTitleDomainLag
prereq247_058Jury selection begins April 27, 2026 for Musk v OpenAI trialAI
prereqSEM_008Training runs costing $10 billion for a single model will commence sometime in 2025.AI
prereq238_009Recursive self-improvement is already happening now (no longer three years out)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_0422025 will be the definitive year that agentic systems finally hit the mainstream.AI/Agents
killerTK04Macro Recession 2026-27 (Structural Deleveraging)
killerTK07Labor Political Backlash (UBI Mandate / AI Tax)

Dependents (0)

Predictions enabled by this
TypePredTitleDomainLag
No dependents

Linked documents (1)

Auto-generated by cosine similarity from Polymarket / Manifold / EDGAR / GDELT
SimSourceTitleMarket probPolarityReviewedPublished
0.637manifoldWill the May 2026 US nonfarm payrolls report show fewer than 100,000 jobs added?67%mentionspending2026-05-16

Raw metadata

From Thesis_Timeline_v1.0_FINAL workbook
{
  "nia": false,
  "url": "https://www.youtube.com/watch?v=5ak26W2YNRY",
  "mode": "FORECAST",
  "role": "Host",
  "context": "net job loss probably not",
  "to_year": 2030,
  "verbatim": "There is going to be a lot of dynamism with some job categories going away, others new ones coming into existence and net job loss probably not.",
  "conv_cues": "probably not",
  "direction": "NOT_HAPPEN",
  "from_year": 2026,
  "timeframe": "Future",
  "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": "2025 will be the definitive year that agentic systems finally hit the mainstream.",
      "status": "hit",
      "weight": 0.5,
      "ordinal": -8,
      "source_id": "SEM_042",
      "expected_date": "2026-04-29",
      "observed_date": "2026-04-29"
    },
    {
      "kind": "prereq",
      "label": "Jury selection begins April 27, 2026 for Musk v OpenAI trial",
      "status": "hit",
      "weight": 0.5,
      "ordinal": -7,
      "source_id": "247_058",
      "expected_date": "2026-04-29",
      "observed_date": "2026-04-29"
    },
    {
      "kind": "prereq",
      "label": "Recursive self-improvement is already happening now (no longer three years out)",
      "status": "hit",
      "weight": 0.5,
      "ordinal": -6,
      "source_id": "238_009",
      "expected_date": "2026-04-29",
      "observed_date": "2026-04-29"
    },
    {
      "kind": "llm_pre_event",
      "label": "BLS unemployment rate stays below 5.0% through 2028",
      "source": "BLS Mar 2026 U-3 at 4.3%; net job creation +178k March 2026",
      "status": "pending",
      "weight": 0.4,
      "ordinal": -5,
      "source_id": null,
      "confidence": 0.55,
      "source_url": "https://epicforamerica.org/education-workforce-retirement/march-2026-jobs-report-ai-path/",
      "expected_date": "2027-06-16",
      "research_origin": "deep_research",
      "expected_date_range": {
        "to": "2028-06-30",
        "from": "2026-06-01"
      },
      "measurement_criterion": "BLS U-3 unemployment monthly readings stay <5.0% for >=20 of next 24 months; current 4.3% (Mar 2026). Sustained <5% supports 'no net job loss' claim."
    },
    {
      "kind": "llm_pre_event",
      "label": "New job categories created: BLS adds >=2 new SOC codes for AI-era roles",
      "source": "BLS SOC revisions historically lag tech change ~5y; 2028 cycle is candidate",
      "status": "pending",
      "weight": 0.4,
      "ordinal": -4,
      "source_id": null,
      "confidence": 0.4,
      "expected_date": "2027-08-01",
      "research_origin": "training",
      "expected_date_range": {
        "to": "2028-06-30",
        "from": "2026-09-01"
      },
      "measurement_criterion": "BLS Standard Occupational Classification 2028 update or adjacent revision adds >=2 new occupation codes (e.g., AI auditor, prompt engineer, AI-human-loop specialist)"
    },
    {
      "kind": "llm_pre_event",
      "label": "Goldman Sachs, McKinsey, or Anthropic publish revised displacement timeline through 2028",
      "source": "Goldman base case 6-7% over 10y; mid-period revision is leading signal",
      "status": "pending",
      "weight": 0.4,
      "ordinal": -3,
      "source_id": null,
      "confidence": 0.85,
      "source_url": "https://www.goldmansachs.com/insights/articles/how-will-ai-affect-the-
... (truncated)