Diffusion / bucket 4
Adaptation
- Stock
- Workflows, institutions, labour markets and regulation reorganised around the technology.
- Speed limit
- Complementary innovation, regulation, safety brakes and the pace of institutional change.
- Valve measured
- return arrow
Indicators
consistent with normallagging80/95 confidence, good evidence, some ambiguity
2.2%as of 2026-06-30
consistent with normallagging75/95 confidence, good evidence, some ambiguity
0.8%as of 2025-12-31(2 obs)
emergingleading40/95 confidence, limited or vague
3as of 2026-09-01(3 obs)
consistent with normalcoincident70/95 confidence, good evidence, some ambiguity
26.7%as of 2026-06-30(2 obs)
emerginglagging55/95 confidence, mixed or hard to operationalise
1035as of 2025-12-31
consistent with normalleading60/95 confidence, mixed or hard to operationalise
1as of 2025-12-23(3 obs)
consistent with normalcoincident80/95 confidence, good evidence, some ambiguity
-0.2%as of 2026-06-30
emergingleading70/95 confidence, good evidence, some ambiguity
19.0%as of 2026-06-30
emergingcoincident65/95 confidence, mixed or hard to operationalise
-6.0%as of 2026-07-31
consistent with normalleading70/95 confidence, good evidence, some ambiguity
1.0%as of 2026-07-31
consistent with normallagging75/95 confidence, good evidence, some ambiguity
5.6%as of 2026-06-30
consistent with normalcoincident70/95 confidence, good evidence, some ambiguity
0as of 2026-07-31(4 obs)
emerginglagging65/95 confidence, mixed or hard to operationalise
-3.4%as of 2026-06-30(2 obs)
consistent with normalcoincident75/95 confidence, good evidence, some ambiguity
14.0%as of 2023-04-30
consistent with normallagging70/95 confidence, good evidence, some ambiguity
90.0%as of 2026-02-28
emergingleading45/95 confidence, limited or vague
3,300,000 workersas of 2026-01-31
consistent with normallagging65/95 confidence, mixed or hard to operationalise
5.26 ppas of 2026-03-01
consistent with normallagging80/95 confidence, good evidence, some ambiguity
0.0%as of 2024-12-31
consistent with normalleading70/95 confidence, good evidence, some ambiguity
-5.2%as of 2023-12-01
emergingcoincident50/95 confidence, mixed or hard to operationalise
62.0%as of 2025-12-31
Waymo paid rides per weekgrade C
consistent with normalcoincident65/95 confidence, mixed or hard to operationalise
500,000 rides per weekas of 2026-03-27
Crosswalk to the capture lens
- Labour & consumers (same valve) — Productivity, wages, employment and consumer surplus.
- Deployment & application (leak from) — Deployment/FDE services capture part of the surplus that adaptation creates.