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
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
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
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
This node isn't linked to a reference class. The Bayesian update applies without outside-view blending.
Probability over time
Milestone chain
- 2027-01-01 → 2028-06-30pendingAnthropic/OpenAI white-collar disruption forecast validated by labor dataHow: BLS, Census or OECD data shows >=10% YoY decline in entry-level professional/services hiring (legal, accounting, customer service) attributable to AI per economist consensusSource: Amodei 50%-of-entry-level claim + Goldman 2026 labor outlookconf 55%
- 2027-06-01 → 2029-12-31pendingSustained drop-in AI worker capability documented across knowledge workHow: Independent benchmark (METR, GAIA, SWE-bench-Verified or successor) shows AI matching/exceeding median human performance on >=80% of office knowledge tasks testedSource: AGI-fast scenario assumption underlying Khosrowshahi claimconf 60%
- 2028-01-01 → 2030-12-31pendingFirst major economy registers >5% AI-attributed labor displacementHow: OECD member country reports >=5% of pre-AI workforce displaced/reclassified due to automation per government statistical agencySource: Goldman 6-7% displacement scenario + St Louis Fed 2026 commentaryconf 50%
- 2028-01-01 → 2031-12-31pendingLarge-scale UBI or wage insurance pilot launched in OECD countryHow: National-level (not municipal) UBI or AI-displacement wage insurance program covering >=1M people enacted via legislationSource: Yang 'Great Disemboweling' + accumulating displacement dataconf 35%
- 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 bodySource: Khosrowshahi 80% claim + scenario fires (AGI fast: drop-in remote worker by 2027-09)conf 30%
- 2035-03-21pendingQ1 window check-in (25%)
- 2035-06-09pendingQ2 window check-in (50%)
- 2035-08-27pendingQ3 window check-in (75%)
No downstream cascades — this prediction is a leaf in the dependency graph.
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 |
|---|---|---|---|---|---|
| killer | TK05 Rate Regime Persistence (10y > 5% through 2028) | 30.0% | 0.050 | 0.300 | -0.036 |
| killer | TK04 Macro Recession 2026-27 (Structural Deleveraging) | 25.0% | 0.050 | 0.300 | -0.023 |
| killer | TK14 Superbubble Pop (S&P 500 -40%, Moonshot Capital Evaporates) | 20.0% | 0.050 | 0.300 | -0.011 |
| killer | TK10 $100T Sovereign Debt Crisis | 12.0% | 0.050 | 0.300 | +0.009 |
| killer | TK07 Labor Political Backlash (UBI Mandate / AI Tax) | 18.0% | 0.050 | 0.300 | -0.006 |
Top outgoing (children)
Predictions THIS node influences
No outgoing edges.
Prerequisites (6)
| Type | Pred | Title | Domain | Lag |
|---|---|---|---|---|
| correlate | S_AGI_FAST_2027 | AGI fast: drop-in remote worker by 2027-09 | agi_general_capability | — |
| killer | TK05 | Rate Regime Persistence (10y > 5% through 2028) | — | — |
| killer | TK04 | Macro Recession 2026-27 (Structural Deleveraging) | — | — |
| killer | TK14 | Superbubble Pop (S&P 500 -40%, Moonshot Capital Evaporates) | — | — |
| killer | TK07 | Labor Political Backlash (UBI Mandate / AI Tax) | — | — |
| killer | TK10 | $100T Sovereign Debt Crisis | — | — |
Dependents (0)
| Type | Pred | Title | Domain | Lag |
|---|---|---|---|---|
| No dependents | ||||
Linked documents (1)
| Sim | Source | Title | Market prob | Polarity | Reviewed | Published |
|---|---|---|---|---|---|---|
| 0.692 | manifold | Which sector will see the highest % of jobs displaced by AI in the US by end of Dec 31, 2026? | — | mentions | pending | 2026-05-01 |
Raw metadata
{
"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)