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CMQ_008predictionLabor/Jobsautomation-policy

Rapid agentic automation of white-collar work could precipitate an employment crisis requiring entirely new tax structures to manage displacement.

Predictor: Dario Amodei

Prior probability
55.0%
Current probability
41.3%
evolves via intake + LBP
Conviction
4/5
Signal quality
A
Resolution
pending
Window
2026-01-01 – 2030-12-31
Edges in / out
5 / 0
Tickers exposed
3

Prediction text

Rapid agentic automation of white-collar work could precipitate an employment crisis requiring entirely new tax structures to manage displacement. | Federal UBI-adjacent legislation post major labor event

Key catalyst: Federal UBI-adjacent legislation post major labor event

Watch events: White-collar unemployment data; state/federal UBI legislation; AI-displacement-specific retraining programs.

Resolution evidence

Status: pending

Andrew Yang UBI framework (SEM/ep #236) aligns; several states piloting guaranteed-income programs; white-collar layoffs accelerating in consulting/legal 2025-2026.

Predictor: Dario Amodei

κ + Brier as of 2026-05-22
κ (discount)
0.688
Brier
0.0363
excellent
Hits / Misses
1 / 0
of 3 resolved
Hit rate
33.3%
Calibration plot (stated vs observed)

Evidence about this node from Dario Amodei 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

5 prob_history rows
0%25%50%75%100%prior 55%2026-04-302026-05-102026-05-30
intake v2milestone miss sweeplbp propagationreference class assignedlegacy v1prior_prob (analyst seed)current = 41.3%

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: 3 fired ✓ · 1 overdue ⏱ · 3 pending
  1. 2026-04-01 → 2026-06-30overdueFederal HR 5830 'Guaranteed Income Pilot Program Act' floor vote in House
    How: HR 5830 receives full House floor vote, regardless of pass/fail outcome
    Source: https://business.smdailypress.com/smdailypress/article/tokenring-2026-1-5-the-great-decoupling-white-collar-displacement-ignites-the-2026-ubi-firestormconf 65%
    Notes: Federal-scale UBI pilot for displaced workers = first real legislative move in Amodei direction.
  2. 2026-01-01 → 2026-12-31pendingSenator-level draft of 'compute-hours' AI labor tax legislation
    How: At least one US Senator (e.g. Sanders) circulates draft legislation taxing companies on AI compute-hours used to displace workers, with revenue earmarked for UBI fund
    Source: https://aitechtrend.com/universal-basic-income-ai-layoffs/conf 60%
    Notes: First-ever 'AI-replaces-job-tax' framing — closes Amodei's tax-structure gap.
  3. 2027-01-01 → 2028-11-30pendingAI-Dividend or token-tax framework appears in major presidential platform
    How: Major US presidential candidate or party platform endorses AI compute-tax / AI-dividend / federal UBI specifically tied to AI displacement
    Source: https://thehill.com/opinion/finance/5713876-ai-displacement-and-ubi/conf 55%
  4. 2027-06-01 → 2029-12-31pendingFirst state passes AI-specific labor displacement tax or UBI funding mechanism
    How: US state (CA, NY, IL, MA likely) passes legislation establishing AI-specific tax or fee whose revenue funds worker UBI/transition programs
    Source: AI labor displacement legislative trajectoryconf 45%
  5. 2028-01-01 → 2030-12-31pendingFederal UBI-adjacent legislation passes after >5% white-collar displacement event
    How: BLS reports white-collar unemployment >5% YoY OR ≥1M-job net displacement attributed to AI in single year, followed by federal UBI-adjacent law
    Source: Amodei's 'major labor event triggers UBI' framingconf 40%
    Notes: Cascade — Amodei's specific causal chain. Requires both displacement event AND policy response.

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: 41%)

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
metadata_milestone_miss_sweep2026-05-30T22:15:00Z41.3%-4.5pp
metadata_milestone_miss_sweep bayesian_v2 n=1 inside=0.413 blend=0.413 LLR=-0.181 κ=0.69 no_blend
Raw metadata
{
  "trf": 0.9178481687188104,
  "kappa": 0.6875,
  "base_rate": null,
  "predictor": "Dario Amodei",
  "total_llr": -0.4054651081081644,
  "grace_days": 7,
  "bayesian_v2": true,
  "prior_logit": -0.17113733877163928,
  "bayes_factor": "1.2:1 against",
  "blend_reason": "no reference_class linked",
  "inside_prior": 0.4573197826383264,
  "kappa_source": "predictor_table",
  "n_milestones": 1,
  "blend_applied": false,
  "contributions": [
    {
      "llr": -0.4054651081081644,
      "kind": "llm_pre_event",
      "kappa": 0.446875,
      "label": "Federal HR 5830 'Guaranteed Income Pilot Program Act' floor vote in House",
      "weight": 0.4,
      "strength": "weak",
      "confidence": 0.65,
      "source_url": "https://business.smdailypress.com/smdailypress/article/tokenring-2026-1-5-the-great-decoupling-white-collar-displacement-ignites-the-2026-ubi-firestorm",
      "adjusted_llr": -0.18119222018583597,
      "expected_date": "2026-05-16",
      "measurement_criterion": "HR 5830 receives full House floor vote, regardless of pass/fail outcome"
    }
  ],
  "evidence_kind": "metadata_milestone_miss_sweep",
  "inside_source": "history_v2",
  "inside_weight": 0.35750628189683276,
  "outside_weight": 0.6424937181031672,
  "posterior_prob": 0.4128176233246724,
  "posterior_logit": -0.35232955895747525,
  "predictor_brier": 0.0363,
  "inside_posterior": 0.4128176233246724,
  "blended_posterior": 0.4128176233246724,
  "reference_class_id": null,
  "total_adjusted_llr": -0.18119222018583597,
  "predictor_n_resolved": 3
}
LBP2026-05-17T02:00:01Z45.7%-1.0pp
Network propagation: 46.8% → 45.7%
5-iter LBP, residual 0.00689 · damping 0.5, w_intrinsic 0.5 · method lbp_v3 · run e607fa96
LBP2026-05-10T02:00:02Z46.8%-1.5pp
Network propagation: 48.2% → 46.8%
6-iter LBP, residual 0.00584 · damping 0.5, w_intrinsic 0.5 · method lbp_v3 · run e5c18d29
LBP2026-04-30T16:39:51Z48.2%-2.3pp
Network propagation: 50.5% → 48.2%
5-iter LBP, residual 0.00825 · damping 0.5, w_intrinsic 0.5 · method lbp_v2 · run 0c8a4ea3
LBP2026-04-30T02:18:57Z50.5%-4.5pp
Network propagation: 55.0% → 50.5%
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
prereq242_057
Artemis 2 launches April 1, 2026 - circumlunar missionPeter Diamandis
56.2%0.5500.050-0.089
killerTK03
AI Regulatory Moratorium (EU/US Capability Freeze)
10.0%0.0500.550+0.087
killerTK07
Labor Political Backlash (UBI Mandate / AI Tax)
18.0%0.0500.550+0.047
prereq238_009
Recursive self-improvement is already happening now (no longAlex Wissner-Gross
78.1%0.5500.050+0.023
prereq235_038
David Sinclair begins partial epigenetic reprogramming trialPeter Diamandis
74.0%0.5500.050+0.004

Top outgoing (children)

Predictions THIS node influences

No outgoing edges.

Ticker exposure

3 ticker(s) linked

Adverse (3)

ACNMANRHI

Prerequisites (5)

Predictions that must hit first
TypePredTitleDomainLag
prereq238_009Recursive self-improvement is already happening now (no longer three years out)AI
prereq235_038David Sinclair begins partial epigenetic reprogramming trials with Life Biosciences in March 2026.Biotech/Longevity
prereq242_057Artemis 2 launches April 1, 2026 - circumlunar missionSpace
killerTK07Labor Political Backlash (UBI Mandate / AI Tax)
killerTK03AI Regulatory Moratorium (EU/US Capability Freeze)

Dependents (0)

Predictions enabled by this
TypePredTitleDomainLag
No dependents

Expected milestones (1)

From Sheet 17 Monitoring Triggers
Expected byDescriptionStatus
2027-09-30[Labor/Policy 2027-09] ingo-style AI-replacement announcements [CMQ_008] White-collar unemployment data; state/federal UBI legislation; AI-displacement-specific retraining p [236_003] BLS employment reports; tech layoff trackers; Underemployment rate; Yang quarterly updatpending

Linked documents (8)

Auto-generated by cosine similarity from Polymarket / Manifold / EDGAR / GDELT
SimSourceTitleMarket probPolarityReviewedPublished
0.615gdeltmentionspending2026-04-30
0.613gdeltmentionspending2026-04-30
0.612gdeltmentionspending2026-04-30
0.611gdeltmentionspending2026-04-30
0.605gdeltarticle 48a69cbd aa05 5138 b47a b170ddd93981.htmlmentionspending2026-04-30
0.594gdeltmentionspending2026-04-30
0.571gdeltmentionspending2026-04-30
0.559manifoldWill Germany pass a law that allows a weekly maximum working time of 48 hours per week before the end of 2027?59%mentionspending2026-05-12

Raw metadata

From Thesis_Timeline_v1.0_FINAL workbook
{
  "nia": false,
  "qty": "new tax structures",
  "mode": "FORECAST",
  "role": "Cited-CEO",
  "context": "Amodei warns explicitly about macro labor shock; implicit call for UBI-adjacent policy instruments.",
  "to_year": 2030,
  "conv_cues": "could precipitate; crisis framing",
  "direction": "HAPPEN",
  "from_year": 2026,
  "timeframe": "this decade",
  "conv_level": "HIGH",
  "milestones": [
    {
      "kind": "prereq",
      "label": "Recursive self-improvement is already happening now (no longer three years out)",
      "status": "hit",
      "weight": 0.5,
      "ordinal": -7,
      "source_id": "238_009",
      "expected_date": "2026-04-29",
      "observed_date": "2026-04-29"
    },
    {
      "kind": "prereq",
      "label": "David Sinclair begins partial epigenetic reprogramming trials with Life Biosciences in March 2026.",
      "status": "hit",
      "weight": 0.5,
      "ordinal": -6,
      "source_id": "235_038",
      "expected_date": "2026-04-29",
      "observed_date": "2026-04-29"
    },
    {
      "kind": "prereq",
      "label": "Artemis 2 launches April 1, 2026 - circumlunar mission",
      "status": "hit",
      "weight": 0.5,
      "ordinal": -5,
      "source_id": "242_057",
      "expected_date": "2026-04-30",
      "observed_date": "2026-04-30"
    },
    {
      "kind": "llm_pre_event",
      "label": "Federal HR 5830 'Guaranteed Income Pilot Program Act' floor vote in House",
      "notes": "Federal-scale UBI pilot for displaced workers = first real legislative move in Amodei direction.",
      "source": "https://business.smdailypress.com/smdailypress/article/tokenring-2026-1-5-the-great-decoupling-white-collar-displacement-ignites-the-2026-ubi-firestorm",
      "status": "overdue",
      "weight": 0.4,
      "ordinal": -4,
      "source_id": null,
      "confidence": 0.65,
      "source_url": "https://business.smdailypress.com/smdailypress/article/tokenring-2026-1-5-the-great-decoupling-white-collar-displacement-ignites-the-2026-ubi-firestorm",
      "expected_date": "2026-05-16",
      "miss_emitted_at": "2026-05-30T22:15:00.756418+00:00",
      "miss_emitted_by": "metadata_milestone_sweep",
      "research_origin": "deep_research",
      "expected_date_range": {
        "to": "2026-06-30",
        "from": "2026-04-01"
      },
      "measurement_criterion": "HR 5830 receives full House floor vote, regardless of pass/fail outcome"
    },
    {
      "kind": "llm_pre_event",
      "label": "Senator-level draft of 'compute-hours' AI labor tax legislation",
      "notes": "First-ever 'AI-replaces-job-tax' framing — closes Amodei's tax-structure gap.",
      "source": "https://aitechtrend.com/universal-basic-income-ai-layoffs/",
      "status": "pending",
      "weight": 0.4,
      "ordinal": -3,
      "source_id": null,
      "confidence": 0.6,
      "source_url": "https://aitechtrend.com/universal-basic-income-ai-layoffs/",
      "expected_date": "2026-07-02",
      "research_origin": "deep_research",
      "expected_date_range": {
        "to": "2026-12-31",
        "from": "2026-01-01"
      },
      "measurement_criterion": "At least one US Senator (e.g. Sanders) circulates draft legislation taxing companies on AI compute-hours used to displace workers, with revenue earmarked for UBI fund"
    },
    {
      "kind": "llm_pre_event",
      "label": "AI-Dividend or token-tax framework appears in major presidential platform",
      "source": "https://thehill.com/opinion/finance/5713876-ai-displacement-and-ubi/",
      "status": "pending",
      "weight": 0.4,
      "ordinal": -2,
      "source_id": null,
      "confidence": 0.55,
      "source_url": "https://thehill.com/opinion/finance/5713876-ai-displacement-and-ubi/",
      "expected_date": "2027-12-16",
      "research_origin": "deep_research",
      "expected_date_range": {
        "to": "2028-11-30",
        "from": "2027-01-01"
      },
      "measurement_criterion": "Major US presidential candidate or party platform endorses AI compute-ta
... (truncated)