Technology, AI & the U.S. Labor Market
AI’s effects on labor markets are now measurable across three broad categories: knowledge work, manual labor, and transportation, and the three are moving at different speeds.
In knowledge work, AI was the leading cited reason for U.S. layoffs for five months of 2026 and early-career hiring in AI-exposed occupations is running well behind; in manual work, a record 603,000 industrial robots were installed in 2025 while humanoids remain at pilot scale; in transportation, driverless rides are sold to the public in 15 U.S. metros and driverless freight runs daily on Texas highways.
This section summarizes the current state of AI and related technology in the context of the economy and labor market, provides tools and resources to track it, and connects each thread to the property types it touches. Refreshed October 2026.
Key Data Sources & Research
Artificial Analysis
artificialanalysis.ai - Independent benchmark leaderboards (HLE, GPQA Diamond); the primary score source for the Measuring Progress page
artificialanalysis.ai - Independent benchmark leaderboards (HLE, GPQA Diamond); the primary score source for the Measuring Progress page
METR Time Horizons
metr.org - AI autonomous task capability benchmark, 2019 to April 2026; retired by METR in September 2026 and kept here as a closed series
metr.org - AI autonomous task capability benchmark, 2019 to April 2026; retired by METR in September 2026 and kept here as a closed series
Anthropic Economic Index
anthropic.com - Actual AI usage data by occupation; quarterly reports
anthropic.com - Actual AI usage data by occupation; quarterly reports
McKinsey Global Institute
mckinsey.com/mgi - AI adoption surveys, automation potential, workforce transition research
mckinsey.com/mgi - AI adoption surveys, automation potential, workforce transition research
Challenger, Gray & Christmas
challengergray.com - Monthly U.S. job cut reports with AI attribution tracking
challengergray.com - Monthly U.S. job cut reports with AI attribution tracking
Stanford Digital Economy Lab
digitaleconomy.stanford.edu - AI Economic Indicators and the monthly “Canaries” early-career employment series, built on ADP payroll data
digitaleconomy.stanford.edu - AI Economic Indicators and the monthly “Canaries” early-career employment series, built on ADP payroll data
Bureau of Labor Statistics
bls.gov - Occupational employment data, productivity statistics, job openings by sector
bls.gov - Occupational employment data, productivity statistics, job openings by sector
International Federation of Robotics
ifr.org - World Robotics annual installations, operational stock and robot density; preliminary results each June, final each September
ifr.org - World Robotics annual installations, operational stock and robot density; preliminary results each June, final each September
PitchBook
pitchbook.com - Quarterly Robotics & Physical AI venture reports; humanoid and sector VC series
pitchbook.com - Quarterly Robotics & Physical AI venture reports; humanoid and sector VC series