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 thisThe 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.
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 of | reading | value | record |
|---|---|---|---|
| 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 of | dims | value | inputs |
|---|---|---|---|
| 2026-09-30 | -4.4% | sources123+1 more | |
| 2026-08-31 | -1.2% | sources123+1 more | |
| 2026-07-31 | 1.0% | sources123+1 more | |
| 2026-06-30 | 1.3% | sources123+1 more | |
| 2026-05-31 | 1.5% | 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 | |
| 2025-12-31 | 3.2% | 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 | |
| 2025-07-31 | 0.1% | sources123+1 more | |
| 2025-06-30 | 2.2% | sources123+1 more | |
| 2025-05-31 | 0.2% | sources123+1 more | |
| 2025-04-30 | -2.0% | sources123+1 more | |
| 2025-03-31 | 0.0% | sources123+1 more | |
| 2025-02-28 | 0.9% | sources123+1 more | |
| 2025-01-31 | 4.0% | sources123+1 more | |
| 2024-12-31 | 2.3% | 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 | |
| 2024-07-31 | 0.2% | sources123+1 more | |
| 2024-06-30 | 0.8% | sources123+1 more | |
| 2024-05-31 | 1.4% | sources123+1 more | |
| 2024-04-30 | -3.8% | sources123+1 more | |
| 2024-03-31 | 2.2% | sources123+1 more | |
| 2024-02-29 | 0.5% | sources123+1 more | |
| 2024-01-31 | 4.5% | sources123+1 more | |
| 2023-12-31 | 1.4% | 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 | |
| 2023-07-31 | 3.5% | sources123+1 more | |
| 2023-06-30 | 4.5% | sources123+1 more | |
| 2023-05-31 | 6.6% | sources123+1 more | |
| 2023-04-30 | -4.1% | sources123+1 more | |
| 2023-03-31 | 3.9% | sources123+1 more | |
| 2023-02-28 | 2.3% | sources123+1 more | |
| 2023-01-31 | 11.9% | sources123+1 more | |
| 2022-12-31 | 4.6% | 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 | |
| 2022-07-31 | 1.1% | sources123+1 more | |
| 2022-06-30 | 9.2% | sources123+1 more | |
| 2022-05-31 | 10.8% | 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 | |
| 2021-04-30 | 3.7% | 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 | |
| 2020-05-31 | 22.3% | sources123+1 more | |
| 2020-04-30 | 117.8% | sources123+1 more | |
| 2020-03-31 | 254.3% | sources123+1 more | |
| 2020-02-29 | 1.0% | sources123+1 more | |
| 2020-01-31 | 6.7% | sources123+1 more | |
| 2019-12-31 | 2.6% | 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 | |
| 2019-07-31 | 0.1% | sources123+1 more | |
| 2019-06-30 | -0.6% | sources123+1 more | |
| 2019-05-31 | 2.4% | sources123+1 more | |
| 2019-04-30 | -9.2% | sources123+1 more | |
| 2019-03-31 | -1.1% | sources123+1 more | |
| 2019-02-28 | 0.7% | sources123+1 more | |
| 2019-01-31 | 10.3% | sources123+1 more | |
| 2018-12-31 | 6.0% | 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 | |
| 2018-06-30 | 0.0% | sources123+1 more | |
| 2018-05-31 | 5.8% | sources123+1 more | |
| 2018-04-30 | -6.4% | sources123+1 more | |
| 2018-03-31 | 1.0% | sources123+1 more | |
| 2018-02-28 | -2.9% | sources123+1 more | |
| 2018-01-31 | 6.8% | sources123+1 more | |
| 2017-12-31 | 1.3% | 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 | |
| 2017-07-31 | 1.1% | sources123+1 more | |
| 2017-06-30 | 0.4% | sources123+1 more | |
| 2017-05-31 | 0.9% | sources123+1 more | |
| 2017-04-30 | -5.5% | sources123+1 more |
Latest readings
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.
- 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.