Adaptation · Labour & consumers
Employment in AI-exposed occupations, year on year
1What this measures
Year-on-year employment change in the most AI-exposed occupation quintile versus the least exposed, from the Stanford DEL and ADP Research Canaries Dashboard (payroll data). The band applies to the most-exposed series.
Why it matters. The paper predicts no broad AI-attributable employment decline for years; this is the highest-frequency payroll test of that claim.
- Proxy types
- deployment, welfare
- Unit
- share
- Cadence
- quarterly
- Valve
- adoption to adaptation
2How we track this
- series
adp_research.us_high_exposure.employment_yoy.m - series
adp_research.us_low_exposure.employment_yoy.m - series
fortune.us_high_exposure.employment_yoy.m - source ADP Research, Canaries Dashboard releases · default tier 6 · ADP Research; short quotation
- source Fortune · default tier 5 · Fortune Media; short quotation
- Normal band
- ≥ -1.0% and ≤ 1.0%
- Fast band
- ≤ -3.0%
- Falsifying
- —
Normal = within one percent of flat, ordinary occupational churn; fast = a 3% or worse decline in exposed occupations, which is what a broad AI-attributable displacement looks like in payroll data. Between is `emerging`.
Applied to adp_research.us_high_exposure.employment_yoy.m.
3Tracker interpretation
Exposed occupations are flat while unexposed grow slowly; the signal is in the young, not the aggregate.
4Evidence
5Status and reasoning
Evaluator: -0.002 (ADP Research, Canaries Dashboard releases, 2026-06-30) is inside the consistent band (lo=-0.01 hi=0.01). Auto-reason; band rationale: Normal = within one percent of flat, ordinary occupational churn; fast = a 3% or worse decline in exposed occupations, which is what a broad AI-attributable displacement looks like in payroll data. Between is `emerging`.
6Timeline notes
- 2026-06-30 us_high_exposure · -0.2%as of 2026-06-30
7Counterevidence
What cuts against this reading
Exposure is a model-derived measure; ADP payroll coverage skews to larger firms; the divergence began before ChatGPT on some cuts (NY Fed; Iscenko and Millet).
8Update history
- 2026-09-10unmeasured to consistent with normalconf — → 80 · evaluate
Evaluator: -0.002 (ADP Research, Canaries Dashboard releases, 2026-06-30) is inside the consistent band (lo=-0.01 hi=0.01). Auto-reason; band rationale: Normal = within one percent of flat, ordinary occupational churn; fast = a 3% or worse decline in exposed occupations, which is what a broad AI-attributable displacement looks like in payroll data. Between is `emerging`.
9Confidence
80 / 95 — good evidence, some ambiguity
Confidence is independent of status: 90–95 multiple strong independent sources; 70–89 good evidence, some ambiguity; 50–69 mixed or hard to operationalise; below 50 limited or vague.
10Related
- Entry-level employment shortfall in AI-exposed occupations emerging
- Cross-tracker concordance (labour) consistent with normal
- Crosswalk: Adaptation ⇄ Labour & consumers (same valve)