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Adaptation · Labour & consumers

Entry-level employment shortfall in AI-exposed occupations

How far employment of 22–25-year-olds in the two most AI-exposed quintiles has fallen short of keeping pace with the three least exposed, per the Canaries paper (Aug 2026 revision).

Reason through this

The reading

Widening (15% to 19% in a year) and concentrated exactly where the paper says AI bites first. Real, but not yet the broad decline the falsification rule needs.

Every readingeach dot links to its record
a readingnormal rangefast range
reported

2 readings drawn from stanford_del.us_entry_level_exposed.employment_gap.pt, one of 3 series listed under How it is measured; 4 observations in the evidence.

Source: Stanford Digital Economy Lab. Brynjolfsson, Collis, Eggers, Kazinnik & Nguyen, 'What is Generative AI Worth?' (2026).

The numbers
as ofreadingvaluerecord
2026-06-30us entry level exposed19.0%reported
2025-07-31us entry level exposed15.0%reported

Why it matters

If AI substitutes for the codified knowledge new graduates bring, the first sign is hiring, not separations. This is that sign.

What cuts against it

Timing partly predates ChatGPT; hiring freezes in tech and finance explain part of it; the measure is relative, so exposed-occupation youth could be flat while others boom.

How it is measured
  • series stanford_del.us_entry_level_exposed.employment_gap.pt
  • series stanford_del.us_entry_level_exposed.employment_change_since_nov2022.pt
  • series stanford_del.us_entry_level_unexposed.employment_change_since_nov2022.pt
  • source Stanford Digital Economy Lab · default tier 6 · Working paper
  • proxy deployment, welfare · cadence quarterly · valve adoption to adaptation

Normal = a shortfall under 10 points, inside the range youth employment swings over a cycle; fast = 25 points or more. The current reading sits between, so it is `emerging`.

Applied to stanford_del.us_entry_level_exposed.employment_gap.pt.

Latest readings
  • 2026-06-30 us_entry_level_exposed · 19.0%as of 2026-06-30
  • 2025-07-31 us_entry_level_exposed · 15.0%as of 2025-07-31
Why this status, and its history

Canaries paper, August 2026 revision: the kept-pace shortfall for 22-25-year-olds in the two most-exposed quintiles is 19% as of June 2026, up from 15% at the July 2025 vintage; in levels, -11% vs +10% for the least exposed since November 2022. Between the normal band (<=10%) and the fast band (>=25%). Initial seed.

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

    Canaries paper, August 2026 revision: the kept-pace shortfall for 22-25-year-olds in the two most-exposed quintiles is 19% as of June 2026, up from 15% at the July 2025 vintage; in levels, -11% vs +10% for the least exposed since November 2022. Between the normal band (<=10%) and the fast band (>=25%). Initial seed.

    source1
Why this confidence

Rests on 4 observations from Stanford Digital Economy Lab; best evidence tier 6, grade B; 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.

Predictions that lean on this