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Adaptation · Labour & consumers

California unemployment claims from AI-exposed occupations

Month-on-month change in the three-month moving average of new initial unemployment claims from high-AI-exposure occupations in California (potential-exposure measure), from the California Policy Lab and EDD tracker.

Reason through this

The reading

Claims from exposed occupations are drifting up about a percent a month, in line with California's overall labour market, not ahead of it.

Every readingeach dot links to its record
-5.5% · 2017-04-30 · reported0.9% · 2017-05-31 · reported0.4% · 2017-06-30 · reported1.1% · 2017-07-31 · reported-0.8% · 2017-08-31 · reported-4.9% · 2017-09-30 · reported-1.8% · 2017-10-31 · reported-2.1% · 2017-11-30 · reported1.3% · 2017-12-31 · reported6.8% · 2018-01-31 · reported-2.9% · 2018-02-28 · reported1.0% · 2018-03-31 · reported-6.4% · 2018-04-30 · reported5.8% · 2018-05-31 · reported0.0% · 2018-06-30 · reported-1.2% · 2018-07-31 · reported-3.4% · 2018-08-31 · reported-6.2% · 2018-09-30 · reported-1.1% · 2018-10-31 · reported-3.1% · 2018-11-30 · reported6.0% · 2018-12-31 · reported10.3% · 2019-01-31 · reported0.7% · 2019-02-28 · reported-1.1% · 2019-03-31 · reported-9.2% · 2019-04-30 · reported2.4% · 2019-05-31 · reported-0.6% · 2019-06-30 · reported0.1% · 2019-07-31 · reported-2.0% · 2019-08-31 · reported-2.5% · 2019-09-30 · reported-2.7% · 2019-10-31 · reported-2.5% · 2019-11-30 · reported2.6% · 2019-12-31 · reported6.7% · 2020-01-31 · reported1.0% · 2020-02-29 · reported254.3% · 2020-03-31 · reported117.8% · 2020-04-30 · reported22.3% · 2020-05-31 · reported-8.0% · 2020-06-30 · reported-29.6% · 2020-07-31 · reported-8.1% · 2020-08-31 · reported-10.0% · 2020-09-30 · reported-12.3% · 2020-10-31 · reported-4.0% · 2020-11-30 · reported-2.5% · 2020-12-31 · reported-5.3% · 2021-01-31 · reported-8.0% · 2021-02-28 · reported-8.8% · 2021-03-31 · reported3.7% · 2021-04-30 · reported-2.4% · 2021-05-31 · reported-12.0% · 2021-06-30 · reported-18.2% · 2021-07-31 · reported-9.2% · 2021-08-31 · reported-8.2% · 2021-09-30 · reported-14.3% · 2021-10-31 · reported-21.5% · 2021-11-30 · reported-12.8% · 2021-12-31 · reported-6.3% · 2022-01-31 · reported-6.8% · 2022-02-28 · reported-3.9% · 2022-03-31 · reported-4.8% · 2022-04-30 · reported10.8% · 2022-05-31 · reported9.2% · 2022-06-30 · reported1.1% · 2022-07-31 · reported-3.6% · 2022-08-31 · reported-10.9% · 2022-09-30 · reported-1.8% · 2022-10-31 · reported-1.2% · 2022-11-30 · reported4.6% · 2022-12-31 · reported11.9% · 2023-01-31 · reported2.3% · 2023-02-28 · reported3.9% · 2023-03-31 · reported-4.1% · 2023-04-30 · reported6.6% · 2023-05-31 · reported4.5% · 2023-06-30 · reported3.5% · 2023-07-31 · reported-3.7% · 2023-08-31 · reported-8.0% · 2023-09-30 · reported-3.9% · 2023-10-31 · reported-2.0% · 2023-11-30 · reported1.4% · 2023-12-31 · reported4.5% · 2024-01-31 · reported0.5% · 2024-02-29 · reported2.2% · 2024-03-31 · reported-3.8% · 2024-04-30 · reported1.4% · 2024-05-31 · reported0.8% · 2024-06-30 · reported0.2% · 2024-07-31 · reported-1.8% · 2024-08-31 · reported-4.3% · 2024-09-30 · reported-2.5% · 2024-10-31 · reported-0.6% · 2024-11-30 · reported2.3% · 2024-12-31 · reported4.0% · 2025-01-31 · reported0.9% · 2025-02-28 · reported0.0% · 2025-03-31 · reported-2.0% · 2025-04-30 · reported0.2% · 2025-05-31 · reported2.2% · 2025-06-30 · reported0.1% · 2025-07-31 · reported-1.6% · 2025-08-31 · reported-4.6% · 2025-09-30 · reported-0.4% · 2025-10-31 · reported-1.8% · 2025-11-30 · reported3.2% · 2025-12-31 · reported-0.2% · 2026-01-31 · reported-0.4% · 2026-02-28 · reported-2.2% · 2026-03-31 · reported-2.1% · 2026-04-30 · reported1.5% · 2026-05-31 · reported1.3% · 2026-06-30 · reported1.0% · 2026-07-31 · reported-1.2% · 2026-08-31 · reported-4.4% · 2026-09-30 · reported
a readingnormal rangefast range
reported

114 readings drawn from the derived metric cait_high_exposure_claims_3mma_mom; 119 observations in the evidence.

Derived (cait_high_exposure_claims_3mma_mom) from: California AI-Unemployment Tracker (CAIT). Hyman, von Wachter et al. (2026), Tracking AI-Related Job Loss Using Unemployment Insurance Claims Data in California, California Policy Lab.

The numbers
as ofreadingvaluerecord
2026-09-30—-4.4%reported
2026-08-31—-1.2%reported
2026-07-31—1.0%reported
2026-06-30—1.3%reported
2026-05-31—1.5%reported
2026-04-30—-2.1%reported
2026-03-31—-2.2%reported
2026-02-28—-0.4%reported
2026-01-31—-0.2%reported
2025-12-31—3.2%reported
2025-11-30—-1.8%reported
2025-10-31—-0.4%reported
2025-09-30—-4.6%reported
2025-08-31—-1.6%reported
2025-07-31—0.1%reported
2025-06-30—2.2%reported
2025-05-31—0.2%reported
2025-04-30—-2.0%reported
2025-03-31—0.0%reported
2025-02-28—0.9%reported
2025-01-31—4.0%reported
2024-12-31—2.3%reported
2024-11-30—-0.6%reported
2024-10-31—-2.5%reported
2024-09-30—-4.3%reported
2024-08-31—-1.8%reported
2024-07-31—0.2%reported
2024-06-30—0.8%reported
2024-05-31—1.4%reported
2024-04-30—-3.8%reported
2024-03-31—2.2%reported
2024-02-29—0.5%reported
2024-01-31—4.5%reported
2023-12-31—1.4%reported
2023-11-30—-2.0%reported
2023-10-31—-3.9%reported
2023-09-30—-8.0%reported
2023-08-31—-3.7%reported
2023-07-31—3.5%reported
2023-06-30—4.5%reported
2023-05-31—6.6%reported
2023-04-30—-4.1%reported
2023-03-31—3.9%reported
2023-02-28—2.3%reported
2023-01-31—11.9%reported
2022-12-31—4.6%reported
2022-11-30—-1.2%reported
2022-10-31—-1.8%reported
2022-09-30—-10.9%reported
2022-08-31—-3.6%reported
2022-07-31—1.1%reported
2022-06-30—9.2%reported
2022-05-31—10.8%reported
2022-04-30—-4.8%reported
2022-03-31—-3.9%reported
2022-02-28—-6.8%reported
2022-01-31—-6.3%reported
2021-12-31—-12.8%reported
2021-11-30—-21.5%reported
2021-10-31—-14.3%reported
2021-09-30—-8.2%reported
2021-08-31—-9.2%reported
2021-07-31—-18.2%reported
2021-06-30—-12.0%reported
2021-05-31—-2.4%reported
2021-04-30—3.7%reported
2021-03-31—-8.8%reported
2021-02-28—-8.0%reported
2021-01-31—-5.3%reported
2020-12-31—-2.5%reported
2020-11-30—-4.0%reported
2020-10-31—-12.3%reported
2020-09-30—-10.0%reported
2020-08-31—-8.1%reported
2020-07-31—-29.6%reported
2020-06-30—-8.0%reported
2020-05-31—22.3%reported
2020-04-30—117.8%reported
2020-03-31—254.3%reported
2020-02-29—1.0%reported
2020-01-31—6.7%reported
2019-12-31—2.6%reported
2019-11-30—-2.5%reported
2019-10-31—-2.7%reported
2019-09-30—-2.5%reported
2019-08-31—-2.0%reported
2019-07-31—0.1%reported
2019-06-30—-0.6%reported
2019-05-31—2.4%reported
2019-04-30—-9.2%reported
2019-03-31—-1.1%reported
2019-02-28—0.7%reported
2019-01-31—10.3%reported
2018-12-31—6.0%reported
2018-11-30—-3.1%reported
2018-10-31—-1.1%reported
2018-09-30—-6.2%reported
2018-08-31—-3.4%reported
2018-07-31—-1.2%reported
2018-06-30—0.0%reported
2018-05-31—5.8%reported
2018-04-30—-6.4%reported
2018-03-31—1.0%reported
2018-02-28—-2.9%reported
2018-01-31—6.8%reported
2017-12-31—1.3%reported
2017-11-30—-2.1%reported
2017-10-31—-1.8%reported
2017-09-30—-4.9%reported
2017-08-31—-0.8%reported
2017-07-31—1.1%reported
2017-06-30—0.4%reported
2017-05-31—0.9%reported
2017-04-30—-5.5%reported

Why it matters

Administrative claims data, not a survey and not a profile scrape; the closest thing to a real-time separations signal.

What cuts against it

One state; exposure measured at occupation level; claims respond to the business cycle first.

How it is measured
  • series cait.ca_high_exposure.claims_3mma_mom.m
  • series edd.ca_high_exposure.claims_3mma_mom.m
  • derived metric cait_high_exposure_claims_3mma_mom (formula in the semantic layer)
  • source California AI-Unemployment Tracker (CAIT) · default tier 6 · California Policy Lab; monthly claims workbook, cited as the Lab suggests
  • source California EDD, AI and the economy · default tier 4 · Public record (State of California)
  • proxy deployment, welfare · cadence monthly · valve adoption to adaptation

Normal = monthly moves of up to 2% in the smoothed series, the noise floor of claims data; fast = 5% or more month on month, sustained. Between is `emerging`.

Applied to metric:cait_high_exposure_claims_3mma_mom.

Derived rows (114)
as ofdimsvalueinputs
2026-09-30-4.4%sources123+1 more
2026-08-31-1.2%sources123+1 more
2026-07-311.0%sources123+1 more
2026-06-301.3%sources123+1 more
2026-05-311.5%sources123+1 more
2026-04-30-2.1%sources123+1 more
2026-03-31-2.2%sources123+1 more
2026-02-28-0.4%sources123+1 more
2026-01-31-0.2%sources123+1 more
2025-12-313.2%sources123+1 more
2025-11-30-1.8%sources123+1 more
2025-10-31-0.4%sources123+1 more
2025-09-30-4.6%sources123+1 more
2025-08-31-1.6%sources123+1 more
2025-07-310.1%sources123+1 more
2025-06-302.2%sources123+1 more
2025-05-310.2%sources123+1 more
2025-04-30-2.0%sources123+1 more
2025-03-310.0%sources123+1 more
2025-02-280.9%sources123+1 more
2025-01-314.0%sources123+1 more
2024-12-312.3%sources123+1 more
2024-11-30-0.6%sources123+1 more
2024-10-31-2.5%sources123+1 more
2024-09-30-4.3%sources123+1 more
2024-08-31-1.8%sources123+1 more
2024-07-310.2%sources123+1 more
2024-06-300.8%sources123+1 more
2024-05-311.4%sources123+1 more
2024-04-30-3.8%sources123+1 more
2024-03-312.2%sources123+1 more
2024-02-290.5%sources123+1 more
2024-01-314.5%sources123+1 more
2023-12-311.4%sources123+1 more
2023-11-30-2.0%sources123+1 more
2023-10-31-3.9%sources123+1 more
2023-09-30-8.0%sources123+1 more
2023-08-31-3.7%sources123+1 more
2023-07-313.5%sources123+1 more
2023-06-304.5%sources123+1 more
2023-05-316.6%sources123+1 more
2023-04-30-4.1%sources123+1 more
2023-03-313.9%sources123+1 more
2023-02-282.3%sources123+1 more
2023-01-3111.9%sources123+1 more
2022-12-314.6%sources123+1 more
2022-11-30-1.2%sources123+1 more
2022-10-31-1.8%sources123+1 more
2022-09-30-10.9%sources123+1 more
2022-08-31-3.6%sources123+1 more
2022-07-311.1%sources123+1 more
2022-06-309.2%sources123+1 more
2022-05-3110.8%sources123+1 more
2022-04-30-4.8%sources123+1 more
2022-03-31-3.9%sources123+1 more
2022-02-28-6.8%sources123+1 more
2022-01-31-6.3%sources123+1 more
2021-12-31-12.8%sources123+1 more
2021-11-30-21.5%sources123+1 more
2021-10-31-14.3%sources123+1 more
2021-09-30-8.2%sources123+1 more
2021-08-31-9.2%sources123+1 more
2021-07-31-18.2%sources123+1 more
2021-06-30-12.0%sources123+1 more
2021-05-31-2.4%sources123+1 more
2021-04-303.7%sources123+1 more
2021-03-31-8.8%sources123+1 more
2021-02-28-8.0%sources123+1 more
2021-01-31-5.3%sources123+1 more
2020-12-31-2.5%sources123+1 more
2020-11-30-4.0%sources123+1 more
2020-10-31-12.3%sources123+1 more
2020-09-30-10.0%sources123+1 more
2020-08-31-8.1%sources123+1 more
2020-07-31-29.6%sources123+1 more
2020-06-30-8.0%sources123+1 more
2020-05-3122.3%sources123+1 more
2020-04-30117.8%sources123+1 more
2020-03-31254.3%sources123+1 more
2020-02-291.0%sources123+1 more
2020-01-316.7%sources123+1 more
2019-12-312.6%sources123+1 more
2019-11-30-2.5%sources123+1 more
2019-10-31-2.7%sources123+1 more
2019-09-30-2.5%sources123+1 more
2019-08-31-2.0%sources123+1 more
2019-07-310.1%sources123+1 more
2019-06-30-0.6%sources123+1 more
2019-05-312.4%sources123+1 more
2019-04-30-9.2%sources123+1 more
2019-03-31-1.1%sources123+1 more
2019-02-280.7%sources123+1 more
2019-01-3110.3%sources123+1 more
2018-12-316.0%sources123+1 more
2018-11-30-3.1%sources123+1 more
2018-10-31-1.1%sources123+1 more
2018-09-30-6.2%sources123+1 more
2018-08-31-3.4%sources123+1 more
2018-07-31-1.2%sources123+1 more
2018-06-300.0%sources123+1 more
2018-05-315.8%sources123+1 more
2018-04-30-6.4%sources123+1 more
2018-03-311.0%sources123+1 more
2018-02-28-2.9%sources123+1 more
2018-01-316.8%sources123+1 more
2017-12-311.3%sources123+1 more
2017-11-30-2.1%sources123+1 more
2017-10-31-1.8%sources123+1 more
2017-09-30-4.9%sources123+1 more
2017-08-31-0.8%sources123+1 more
2017-07-311.1%sources123+1 more
2017-06-300.4%sources123+1 more
2017-05-310.9%sources123+1 more
2017-04-30-5.5%sources123+1 more
Latest readings
  • 2026-09-30 · -4.4%as of 2026-09-30(4 obs)
  • 2026-08-31 · -1.2%as of 2026-08-31(4 obs)
  • 2026-07-31 · 1.0%as of 2026-07-31(4 obs)
  • 2026-06-30 · 1.3%as of 2026-06-30(4 obs)
  • 2026-05-31 · 1.5%as of 2026-05-31(4 obs)
  • 2026-04-30 · -2.1%as of 2026-04-30(4 obs)
Why this status, and its history

California AI-Unemployment Tracker, July 2026 data (California Policy Lab; identical release on the EDD site): the 3-month moving average of high-AI-exposure initial claims rose about 1.0% month on month (52,300 to 52,800). Inside the normal band (<=2%). Initial seed.

  1. 2026-09-10unmeasured to consistent with normalconf — → 70 · initial seed (model-drafted)

    California AI-Unemployment Tracker, July 2026 data (California Policy Lab; identical release on the EDD site): the 3-month moving average of high-AI-exposure initial claims rose about 1.0% month on month (52,300 to 52,800). Inside the normal band (<=2%). Initial seed.

    source1
Why this confidence

Rests on 119 observations from California AI-Unemployment Tracker (CAIT), California EDD, AI and the economy; best evidence tier 4, grade A; current.

Confidence is independent of status: 90–95 multiple strong independent sources; 70–89 good evidence, some ambiguity; 50–69 mixed or hard to operationalise; 0–49 limited or vague evidence.