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248_018predictionLabor/Jobsjobs

Young software developer job decline is self-correcting and has reversed in recent months.

Predictor: Alex Wissner-Gross · ep#248 "Sam Altman's Attack, Amazon vs. Starlink, and What Opus 4.7 Actually Means | #248" · source

Prior probability
45.0%
Current probability
36.9%
evolves via intake + LBP
Conviction
3/5
Signal quality
C
Resolution
pending
Window
2026-06-01 – 2026-06-30
Edges in / out
7 / 0
Tickers exposed
32

Prediction text

Young software developer job decline is self-correcting and has reversed in recent months. | I I think this has a habit of selfcorrecting And I've seen studies even over the past two to three weeks that suggest that this trend has reversed itself in the past few months.

Watch events: BLS employment reports; tech layoff trackers; Underemployment rate; Yang quarterly updates

Verbatim quote

From episode "Sam Altman's Attack, Amazon vs. Starlink, and What Opus 4.7 Actually Means | #248"
I I think this has a habit of selfcorrecting And I've seen studies even over the past two to three weeks that suggest that this trend has reversed itself in the past few months.

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 ✓
  1. 2026-05-01 → 2026-12-31pendingJunior software developer (0-3 yr exp) job postings on Indeed/LinkedIn rise YoY for 3 consecutive months
    How: Indeed Hiring Lab or LinkedIn Workforce Report shows entry-level software-developer postings (0-3 years experience) up year-over-year for 3 straight months.
    Source: https://www.joberty.com/blog/why-companies-are-quietly-rehiring-software-engineers-in-2026-ai-reality-check/conf 55%
  2. 2026-06-01 → 2027-06-30pendingBLS JOLTS Information sector job openings rebound above 2024 baseline
    How: Bureau of Labor Statistics JOLTS data shows Information sector openings averaging above 2024 (~150K) for any rolling 3-month window.
    Source: https://www.rezi.ai/posts/entry-level-jobs-and-ai-2026-reportconf 45%
  3. 2026-06-01 → 2027-06-30pendingStack Overflow Developer Survey shows entry-level developer share stabilizing or rising
    How: Stack Overflow annual Developer Survey reports the share of respondents with under 3 years of professional experience flat or higher than 2025 results.
    Source: https://stackoverflow.blog/2025/12/26/ai-vs-gen-z/conf 50%
  4. 2026-05-01 → 2027-08-31pendingSalesforce hires 1,000 new-grad software/AI engineers as Benioff committed
    How: Salesforce confirms via press release or SEC filing it has hired 1,000 new graduates (matching Benioff April 2026 commitment), with software/AI engineering as a named cohort.
    Source: https://fortune.com/2026/04/27/salesforce-ceo-marc-benioff-hiring-1000-new-grads-ai-jobs/conf 60%
  5. 2026-06-01 → 2027-12-31pendingFederal Reserve or BLS publishes follow-on study reaffirming AI-not-driving-junior-dev decline
    How: FRBSF, FRBNY, or BLS publishes new working paper or report finding AI adoption does not explain entry-level software-developer hiring decline (extending the existing Federal Reserve finding).
    Source: https://stanfordreview.org/the-class-of-2026-is-struggling-to-find-jobs-and-its-not-because-of-ai/conf 55%
  6. 2027-09-01 → 2029-12-31pendingCascade: CS undergrad enrollment growth resumes (>=2% YoY) after 2024-25 dip
    How: Computing Research Association Taulbee Survey or NCES IPEDS shows CS bachelors-track enrollment up at least 2% year-over-year, reversing the post-AI-boom decline.
    Source: https://spectrum.ieee.org/ai-effect-entry-level-jobsconf 45%

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

Raw metadata

From Thesis_Timeline_v1.0_FINAL workbook
{
  "nia": false,
  "url": "https://www.youtube.com/watch?v=LVvleNtllPk",
  "mode": "PREDICTION",
  "role": "Host",
  "context": "this has a habit of selfcorrecting And I've seen studies even over the past two to three weeks that suggest that this trend has reversed itself",
  "to_year": 2026,
  "verbatim": "I I think this has a habit of selfcorrecting And I've seen studies even over the past two to three weeks that suggest that this trend has reversed itself in the past few months.",
  "conv_cues": "I think",
  "direction": "UP",
  "from_year": 2026,
  "timeframe": "near term",
  "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": -5,
      "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": -4,
      "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": -3,
      "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": -2,
      "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": -1,
      "source_id": "238_009",
      "expected_date": "2026-04-29",
      "observed_date": "2026-04-29"
    },
    {
      "kind": "event",
      "label": "Young software developer job decline is self-correcting and has reversed in recent months.",
      "status": "pending",
      "weight": 1,
      "ordinal": 0,
      "source_id": "248_018",
      "expected_date": "2026-06-16",
      "observed_date": null
    },
    {
      "kind": "llm_pre_event",
      "label": "Junior software developer (0-3 yr exp) job postings on Indeed/LinkedIn rise YoY for 3 consecutive months",
      "source": "https://www.joberty.com/blog/why-companies-are-quietly-rehiring-software-engineers-in-2026-ai-reality-check/",
      "status": "pending",
      "weight": 0.4,
      "ordinal": 1,
      "source_id": null,
      "confidence": 0.55,
      "expected_date": "2026-08-31",
      "research_origin": "training",
      "expected_date_range": {
        "to": "2026-12-31",
        "from": "2026-05-01"
      },
      "measurement_criterion": "Indeed Hiring Lab or LinkedIn Workforce Report shows entry-level software-developer postings (0-3 years experience) up year-over-year for 3 straight months."
    },
    {
      "kind": "llm_pre_event",
      "label": "BLS JOLTS Information sector job openings rebound above 2024 baseline",
      "source": "https://www.rezi.ai/posts/entry-level-jobs-and-ai-2026-report",
      "status": "pending",
      "weight": 0.4,
      "ordinal": 2,
      "source_id": null,
      "confidence": 0.45,
      "expected_date": "2026-12-15",
      "research_origin": "training",
      "expected_date_range": {
        "to": "2027-06-30",
        "from": "2026-06-01"
      },
      "measurement_criterion": "Bureau of Labor Statistics JOLTS data shows Information sector openings averaging above 2024 (~150K) for any rolling 3-month window."
    },
    {
      "kind": "llm_pre_event",
      "label": "Sta
... (truncated)