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AI_022predictionLabor/Jobs80-percent-jobs-disrupted

80% of all jobs globally face total disruption from AI automation by 2035 — Khosrowshahi's high-water-mark Labor-displacement claim, amplifying Yang's 'Great Disemboweling' to a decade-long full-economy transformation.

Predictor: Dara Khosrowshahi

Prior probability
30.0%
Current probability
26.1%
evolves via intake + LBP
Conviction
5/5
Signal quality
A
Resolution
pending
Window
2035-01-01 – 2035-12-31
Edges in / out
6 / 0
Tickers exposed
0

Prediction text

80% of all jobs globally face total disruption from AI automation by 2035 — Khosrowshahi's high-water-mark Labor-displacement claim, amplifying Yang's 'Great Disemboweling' to a decade-long full-economy transformation. | First major economy registers >20% labor-force displacement

Key catalyst: First major economy registers >20% labor-force displacement

Watch events: Labor-market-participation rates; OECD automation-risk reports

Resolution evidence

Status: pending

Uber internal metrics: 90% SWEs rely on AI; Goldman Sachs estimates ~300M jobs impacted globally. 80% total-disruption by 2035 aggressive vs most sell-side analysts.

Predictor: Dara Khosrowshahi

κ + Brier as of 2026-05-22
κ (discount)
0.688
Brier
0.0105
excellent
Hits / Misses
2 / 0
of 3 resolved
Hit rate
66.7%
Calibration plot (stated vs observed)

Evidence about this node from Dara Khosrowshahi 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

2 prob_history rows
0%25%50%75%100%prior 30%2026-04-302026-04-30
intake v2milestone miss sweeplbp propagationreference class assignedlegacy v1prior_prob (analyst seed)current = 26.1%

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: 9 pending
  1. 2027-01-01 → 2028-06-30pendingAnthropic/OpenAI white-collar disruption forecast validated by labor data
    How: BLS, Census or OECD data shows >=10% YoY decline in entry-level professional/services hiring (legal, accounting, customer service) attributable to AI per economist consensus
    Source: Amodei 50%-of-entry-level claim + Goldman 2026 labor outlookconf 55%
  2. 2027-06-01 → 2029-12-31pendingSustained drop-in AI worker capability documented across knowledge work
    How: Independent benchmark (METR, GAIA, SWE-bench-Verified or successor) shows AI matching/exceeding median human performance on >=80% of office knowledge tasks tested
    Source: AGI-fast scenario assumption underlying Khosrowshahi claimconf 60%
  3. 2028-01-01 → 2030-12-31pendingFirst major economy registers >5% AI-attributed labor displacement
    How: OECD member country reports >=5% of pre-AI workforce displaced/reclassified due to automation per government statistical agency
    Source: Goldman 6-7% displacement scenario + St Louis Fed 2026 commentaryconf 50%
  4. 2028-01-01 → 2031-12-31pendingLarge-scale UBI or wage insurance pilot launched in OECD country
    How: National-level (not municipal) UBI or AI-displacement wage insurance program covering >=1M people enacted via legislation
    Source: Yang 'Great Disemboweling' + accumulating displacement dataconf 35%
  5. 2032-01-01 → 2035-06-30pendingFirst major economy registers >20% labor-force displacement (event anchor proxy)
    How: G7 or major economy reports cumulative >=20% workforce in roles eliminated or fundamentally restructured by AI per government statistical body
    Source: Khosrowshahi 80% claim + scenario fires (AGI fast: drop-in remote worker by 2027-09)conf 30%
  6. 2035-03-21pendingQ1 window check-in (25%)
  7. 2035-06-09pendingQ2 window check-in (50%)
  8. 2035-08-27pendingQ3 window check-in (75%)

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: 26%)

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
LBP2026-04-30T16:39:51Z26.1%-1.3pp
Network propagation: 27.4% → 26.1%
5-iter LBP, residual 0.00825 · damping 0.5, w_intrinsic 0.5 · method lbp_v2 · run 0c8a4ea3
LBP2026-04-30T02:18:57Z27.4%-2.6pp
Network propagation: 30.0% → 27.4%
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
killerTK05
Rate Regime Persistence (10y > 5% through 2028)
30.0%0.0500.300-0.036
killerTK04
Macro Recession 2026-27 (Structural Deleveraging)
25.0%0.0500.300-0.023
killerTK14
Superbubble Pop (S&P 500 -40%, Moonshot Capital Evaporates)
20.0%0.0500.300-0.011
killerTK10
$100T Sovereign Debt Crisis
12.0%0.0500.300+0.009
killerTK07
Labor Political Backlash (UBI Mandate / AI Tax)
18.0%0.0500.300-0.006

Top outgoing (children)

Predictions THIS node influences

No outgoing edges.

Prerequisites (6)

Predictions that must hit first
TypePredTitleDomainLag
correlateS_AGI_FAST_2027AGI fast: drop-in remote worker by 2027-09agi_general_capability
killerTK05Rate Regime Persistence (10y > 5% through 2028)
killerTK04Macro Recession 2026-27 (Structural Deleveraging)
killerTK14Superbubble Pop (S&P 500 -40%, Moonshot Capital Evaporates)
killerTK07Labor Political Backlash (UBI Mandate / AI Tax)
killerTK10$100T Sovereign Debt Crisis

Dependents (0)

Predictions enabled by this
TypePredTitleDomainLag
No dependents

Linked documents (1)

Auto-generated by cosine similarity from Polymarket / Manifold / EDGAR / GDELT
SimSourceTitleMarket probPolarityReviewedPublished
0.692manifoldWhich sector will see the highest % of jobs displaced by AI in the US by end of Dec 31, 2026?mentionspending2026-05-01

Raw metadata

From Thesis_Timeline_v1.0_FINAL workbook
{
  "nia": false,
  "qty": "80%",
  "mode": "FORECAST",
  "role": "Cited-CEO",
  "context": "Extends INF_064 (15-20yr autonomy majority), INF_028 (99% white-collar 2yrs). Uber CEO's externally-facing framing of internal observations.",
  "to_year": 2035,
  "conv_cues": "specific %; specific year; CEO FIRST_PERSON",
  "direction": "HAPPEN",
  "from_year": 2035,
  "timeframe": "by 2035",
  "conv_level": "HIGH",
  "milestones": [
    {
      "kind": "scenario_signal",
      "label": "Scenario fires: AGI fast: drop-in remote worker by 2027-09",
      "status": "pending",
      "weight": 0.5,
      "ordinal": -9,
      "source_id": "S_AGI_FAST_2027",
      "expected_date": "2027-09-30",
      "observed_date": null
    },
    {
      "kind": "llm_pre_event",
      "label": "Anthropic/OpenAI white-collar disruption forecast validated by labor data",
      "source": "Amodei 50%-of-entry-level claim + Goldman 2026 labor outlook",
      "status": "pending",
      "weight": 0.4,
      "ordinal": -8,
      "source_id": null,
      "confidence": 0.55,
      "source_url": "https://www.goldmansachs.com/insights/articles/how-will-ai-affect-the-us-labor-market",
      "expected_date": "2027-10-01",
      "research_origin": "training",
      "expected_date_range": {
        "to": "2028-06-30",
        "from": "2027-01-01"
      },
      "measurement_criterion": "BLS, Census or OECD data shows >=10% YoY decline in entry-level professional/services hiring (legal, accounting, customer service) attributable to AI per economist consensus"
    },
    {
      "kind": "llm_pre_event",
      "label": "Sustained drop-in AI worker capability documented across knowledge work",
      "source": "AGI-fast scenario assumption underlying Khosrowshahi claim",
      "status": "pending",
      "weight": 0.4,
      "ordinal": -7,
      "source_id": null,
      "confidence": 0.6,
      "expected_date": "2028-09-15",
      "research_origin": "training",
      "expected_date_range": {
        "to": "2029-12-31",
        "from": "2027-06-01"
      },
      "measurement_criterion": "Independent benchmark (METR, GAIA, SWE-bench-Verified or successor) shows AI matching/exceeding median human performance on >=80% of office knowledge tasks tested"
    },
    {
      "kind": "llm_pre_event",
      "label": "First major economy registers >5% AI-attributed labor displacement",
      "source": "Goldman 6-7% displacement scenario + St Louis Fed 2026 commentary",
      "status": "pending",
      "weight": 0.4,
      "ordinal": -6,
      "source_id": null,
      "confidence": 0.5,
      "source_url": "https://www.stlouisfed.org/on-the-economy/2026/jan/why-ai-advancements-may-push-some-worker-out-labor-force",
      "expected_date": "2029-07-01",
      "research_origin": "training",
      "expected_date_range": {
        "to": "2030-12-31",
        "from": "2028-01-01"
      },
      "measurement_criterion": "OECD member country reports >=5% of pre-AI workforce displaced/reclassified due to automation per government statistical agency"
    },
    {
      "kind": "llm_post_event",
      "label": "Large-scale UBI or wage insurance pilot launched in OECD country",
      "source": "Yang 'Great Disemboweling' + accumulating displacement data",
      "status": "pending",
      "weight": 0.4,
      "ordinal": -5,
      "source_id": null,
      "confidence": 0.35,
      "expected_date": "2029-12-31",
      "research_origin": "training",
      "expected_date_range": {
        "to": "2031-12-31",
        "from": "2028-01-01"
      },
      "measurement_criterion": "National-level (not municipal) UBI or AI-displacement wage insurance program covering >=1M people enacted via legislation"
    },
    {
      "kind": "llm_pre_event",
      "label": "First major economy registers >20% labor-force displacement (event anchor proxy)",
      "source": "Khosrowshahi 80% claim + scenario fires (AGI fast: drop-in remote worker by 2027-09)",
      "status": "pending",
      "weight": 0.4,
      "ordinal":
... (truncated)