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AI and Labor

The 0.4% number that should end the AI jobs panic

The AI labor story is more complicated than either the panic or the dismissal. Goldman Sachs reports AI accounting for 16,000 job losses per month in 2026. Stanford found junior developer roles down 20% as AI absorbs entry-level coding work. At the same time, workers with AI skills command a 56% wage premium per PwC, and the Dallas Fed found net employment effects at 0.4% so far. The gap between sectors exposed to AI automation and those protected by physical or relational work is widening faster than policy can respond.

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