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Adaptation · Labour & consumers

Employment in AI-exposed occupations, year on year

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.

Reason through this

The reading

Exposed occupations are flat while unexposed grow slowly; the signal is in the young, not the aggregate.

Every readingeach dot links to its record
us exposure q5 · 8.5% · 2022-08-31 · reportedus exposure q5 · 8.8% · 2022-09-30 · reportedus exposure q5 · 8.2% · 2022-10-31 · reportedus exposure q5 · 7.8% · 2022-11-30 · reportedus exposure q5 · 7.3% · 2022-12-31 · reportedus exposure q5 · 6.6% · 2023-01-31 · reportedus exposure q5 · 6.2% · 2023-02-28 · reportedus exposure q5 · 6.1% · 2023-03-31 · reportedus exposure q5 · 5.6% · 2023-04-30 · reportedus exposure q5 · 5.7% · 2023-05-31 · reportedus exposure q5 · 5.4% · 2023-06-30 · reportedus exposure q5 · 4.1% · 2023-07-31 · reportedus exposure q5 · 4.0% · 2023-08-31 · reportedus exposure q5 · 3.7% · 2023-09-30 · reportedus exposure q5 · 3.2% · 2023-10-31 · reportedus exposure q5 · 3.2% · 2023-11-30 · reportedus exposure q5 · 2.5% · 2023-12-31 · reportedus exposure q5 · 2.7% · 2024-01-31 · reportedus exposure q5 · 2.7% · 2024-02-29 · reportedus exposure q5 · 2.5% · 2024-03-31 · reportedus exposure q5 · 2.1% · 2024-04-30 · reportedus exposure q5 · 2.3% · 2024-05-31 · reportedus exposure q5 · 1.8% · 2024-06-30 · reportedus exposure q5 · 1.7% · 2024-07-31 · reportedus exposure q5 · 2.3% · 2024-08-31 · reportedus exposure q5 · 1.5% · 2024-09-30 · reportedus exposure q5 · 1.6% · 2024-10-31 · reportedus exposure q5 · 1.6% · 2024-11-30 · reportedus exposure q5 · 1.9% · 2024-12-31 · reportedus exposure q5 · 1.3% · 2025-01-31 · reportedus exposure q5 · 1.1% · 2025-02-28 · reportedus exposure q5 · 0.8% · 2025-03-31 · reportedus exposure q5 · 0.7% · 2025-04-30 · reportedus exposure q5 · 0.7% · 2025-05-31 · reportedus exposure q5 · 0.3% · 2025-06-30 · reportedus exposure q5 · 0.5% · 2025-07-31 · reportedus exposure q5 · 0.2% · 2025-08-31 · reportedus exposure q5 · 0.5% · 2025-09-30 · reportedus exposure q5 · 0.7% · 2025-10-31 · reportedus exposure q5 · 0.3% · 2025-11-30 · reportedus exposure q5 · 0.3% · 2025-12-31 · reportedus exposure q5 · 0.4% · 2026-01-31 · reportedus exposure q5 · 0.4% · 2026-02-28 · reportedus exposure q5 · 0.3% · 2026-03-31 · reportedus exposure q5 · 0.4% · 2026-04-30 · reportedus exposure q5 · -0.1% · 2026-05-31 · reportedus exposure q5 · 0.2% · 2026-06-30 · reportedus exposure q5 · 0.4% · 2026-07-31 · reportedus exposure q5 · -0.4% · 2026-08-31 · reportedus exposure q5 · -0.5% · 2026-09-30 · reported
a readingnormal rangefast range
reported

50 readings drawn from canaries.us_exposure_q5.employment_yoy.m, one of 5 series listed under How it is measured; 103 observations in the evidence.

Source: Canaries Dashboard data (by exposure). Stanford Digital Economy Lab and ADP Research, AI Economic Indicators: Canaries Dashboard.

The numbers
as ofreadingvaluerecord
2026-09-30us exposure q5-0.5%reported
2026-08-31us exposure q5-0.4%reported
2026-07-31us exposure q50.4%reported
2026-06-30us exposure q50.2%reported
2026-05-31us exposure q5-0.1%reported
2026-04-30us exposure q50.4%reported
2026-03-31us exposure q50.3%reported
2026-02-28us exposure q50.4%reported
2026-01-31us exposure q50.4%reported
2025-12-31us exposure q50.3%reported
2025-11-30us exposure q50.3%reported
2025-10-31us exposure q50.7%reported
2025-09-30us exposure q50.5%reported
2025-08-31us exposure q50.2%reported
2025-07-31us exposure q50.5%reported
2025-06-30us exposure q50.3%reported
2025-05-31us exposure q50.7%reported
2025-04-30us exposure q50.7%reported
2025-03-31us exposure q50.8%reported
2025-02-28us exposure q51.1%reported
2025-01-31us exposure q51.3%reported
2024-12-31us exposure q51.9%reported
2024-11-30us exposure q51.6%reported
2024-10-31us exposure q51.6%reported
2024-09-30us exposure q51.5%reported
2024-08-31us exposure q52.3%reported
2024-07-31us exposure q51.7%reported
2024-06-30us exposure q51.8%reported
2024-05-31us exposure q52.3%reported
2024-04-30us exposure q52.1%reported
2024-03-31us exposure q52.5%reported
2024-02-29us exposure q52.7%reported
2024-01-31us exposure q52.7%reported
2023-12-31us exposure q52.5%reported
2023-11-30us exposure q53.2%reported
2023-10-31us exposure q53.2%reported
2023-09-30us exposure q53.7%reported
2023-08-31us exposure q54.0%reported
2023-07-31us exposure q54.1%reported
2023-06-30us exposure q55.4%reported
2023-05-31us exposure q55.7%reported
2023-04-30us exposure q55.6%reported
2023-03-31us exposure q56.1%reported
2023-02-28us exposure q56.2%reported
2023-01-31us exposure q56.6%reported
2022-12-31us exposure q57.3%reported
2022-11-30us exposure q57.8%reported
2022-10-31us exposure q58.2%reported
2022-09-30us exposure q58.8%reported
2022-08-31us exposure q58.5%reported

Why it matters

The paper predicts no broad AI-attributable employment decline for years; this is the highest-frequency payroll test of that claim.

What cuts against it

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).

How it is measured
  • series canaries.us_exposure_q5.employment_yoy.m
  • series canaries.us_exposure_q1.employment_yoy.m
  • 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 Canaries Dashboard data (by exposure) · default tier 6 · Stanford Digital Economy Lab; free public data, cited as the Lab asks
  • source Fortune · default tier 5 · Fortune Media; short quotation
  • proxy deployment, welfare · cadence monthly · valve adoption to adaptation

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 canaries.us_exposure_q5.employment_yoy.m.

Latest readings
  • 2026-09-30 us_exposure_q5 · -0.5%as of 2026-09-30
  • 2026-08-31 us_exposure_q5 · -0.4%as of 2026-08-31
  • 2026-07-31 us_exposure_q5 · 0.4%as of 2026-07-31
  • 2026-06-30 us_exposure_q5 · 0.2%as of 2026-06-30
  • 2026-05-31 us_exposure_q5 · -0.1%as of 2026-05-31
  • 2026-04-30 us_exposure_q5 · 0.4%as of 2026-04-30
Why this status, and its history

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`.

  1. 2026-09-10unmeasured to consistent with normalconf — → 80 · the evaluator (automatic)

    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`.

    source1
Why this confidence

Rests on 103 observations from ADP Research, Canaries Dashboard releases, Canaries Dashboard data (by exposure), Fortune; best evidence tier 5, 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