Reporting archive
Evidence on AI and work
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12.7 million grads meet Beijing’s AI-first labor gamble
Beijing is betting it can mint AI-shaped jobs faster than automation erases the old ones—and it’s prepared to stitch the safety net after takeoff.
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75% skip benefits as AI reshuffles white-collar work
AI is making white-collar layoffs go quiet while a jammed, underused unemployment system hides the damage and strands workers mid-transition.
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Anthropic logs put programmers at 75% observed exposure
Anthropic’s usage data shifts the AI-and-jobs debate from what models could do to which tasks are already running without you—and why junior roles are the first to disappear.
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JPMorgan’s 150,000 LLM users and the vanishing vacancy
Wall Street’s headcount is shrinking not with pink slips but with empty seats, as AI turns backfills into process reviews.
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Oracle swaps jobs for GPUs in $50 billion pivot
Oracle is running a blunt experiment: convert payroll into petaflops and see if the market rewards the swap.
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AI users 4 percent likelier to hire, ECB finds
ECB firm-level data shows SMEs using AI to build, not just cut costs, are adding people—and the motive behind adoption is the jobs outcome.
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Gartner sees 50% of AI layoff companies rehiring by 2027
The AI layoff victory lap is boomeranging into a rehiring scramble, with 2027 looming as the bill for skipping integration and exception design.
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Dallas Fed finds AI-exposed jobs down 1%, wages up 8.5%
Dallas Fed data says the bot ate the manual—and marked up the scar tissue.
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Block’s 40% cuts show why the Fed stays put
The Fed just signaled that AI-driven job losses won’t be met with easy money—because the problem isn’t demand, it’s the economy swapping out its transmission.
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At 4.3%, unemployment shrugs at the AI panic
The AI jobs apocalypse makes great headlines, but the labor market isn’t buying—here’s what the data actually say, the early tells to watch, and how to play an ambiguous moment.