Adaptation · Labour & consumers
Cross-tracker concordance (labour)
How many of the four labour trackers (Canaries payroll, Canaries entry-level, Revelio, CAIT) currently read past their own AI-attributable-break threshold. Derived metric cross_tracker_concordance, 0 to 4.
Reason through thisThe reading
Zero of four. The entry-level signal is real but below its threshold; nothing else is close.
1 reading drawn from the derived metric cross_tracker_concordance; 7 observations in the evidence.
Derived (cross_tracker_concordance) from: Canaries Dashboard data (by exposure); Revelio Labs AI Labor Market Tracker (US); California AI-Unemployment Tracker (CAIT); Budget Lab at Yale AI labour-market tracker (dissimilarity index chart data). Stanford Digital Economy Lab and ADP Research, AI Economic Indicators: Canaries Dashboard. Revelio Labs, AI Labor Market Tracker. Hyman, von Wachter et al. (2026), Tracking AI-Related Job Loss Using Unemployment Insurance Claims Data in California, California Policy Lab. The Budget Lab at Yale.
The numbers
| as of | reading | value | record |
|---|---|---|---|
| 2026-09-30 | — | 0 | estimate |
Why it matters
The thesis's falsification rule requires three trackers breaking concurrently, not one. This is that count, made explicit.
What cuts against it
Thresholds are ours; the four trackers measure different populations and geographies, so concurrence is a loose test.
How it is measured
- derived metric
cross_tracker_concordance(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 Canaries Dashboard data (by exposure) · default tier 6 · Stanford Digital Economy Lab; free public data, cited as the Lab asks
- source Revelio Labs AI Labor Market Tracker (US) · default tier 6 · Revelio Labs; short quotation
- source Budget Lab at Yale AI labour-market tracker (dissimilarity index chart data) · default tier 6 · Budget Lab; data reproduced with attribution
- proxy deployment, welfare · cadence monthly · valve adoption to adaptation
Normal = at most one tracker past its threshold; fast = two; falsifying = three or more concurrently, per the thesis rules in the brief.
Applied to metric:cross_tracker_concordance.
Latest readings
- 2026-09-30 · 0as of 2026-09-30(7 obs)
Why this status, and its history
Zero of four labour trackers past their AI-attributable-break threshold as of July 2026: Canaries y/y -0.2% (threshold -3%), Revelio gap -6% (threshold -10%), CAIT +1.0% (threshold +5%), entry-level shortfall 19% (threshold 25%). The falsification rule needs three concurrent. Initial seed.
- 2026-09-10unmeasured to consistent with normalconf — → 70 · initial seed (model-drafted)
Zero of four labour trackers past their AI-attributable-break threshold as of July 2026: Canaries y/y -0.2% (threshold -3%), Revelio gap -6% (threshold -10%), CAIT +1.0% (threshold +5%), entry-level shortfall 19% (threshold 25%). The falsification rule needs three concurrent. Initial seed.
Why this confidence
Rests on 7 observations from Budget Lab at Yale AI labour-market tracker (dissimilarity index chart data), California AI-Unemployment Tracker (CAIT), Canaries Dashboard data (by exposure), Revelio Labs AI Labor Market Tracker (US); 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
- Not happeningAI is not an ordinary technology · This site
- Too early to tellNo single leap in ability unlocks AI's economic value. · Narayanan & Kapoor
- Too early to tellThe economists' scenarios only pull apart after 2027. · Korinek et al. (The Anthropic Institute, WP 2026-02)
- Too early to tellSubstantial case: output rises and some office jobs go by 2030. · Korinek et al. (The Anthropic Institute, WP 2026-02)