π Payroll data from millions of Americans: no rise in unemployment due to AI
Since generative AI reached widespread use, many have warned that the technology would wipe out jobs on a large scale. Researchers at Stanford have analyzed payroll records for millions of Americans. Employment has grown by about 6% since late 2022, including in the occupations most exposed to AI.
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- Since generative AI reached widespread use, many have warned that the technology would wipe out jobs on a large scale. Nearly half of all US workers now use AI on the job.
- Researchers at Stanford have analyzed payroll records for millions of Americans through June 2026. Employment has grown by about 6 percent since late 2022, including in the occupations most exposed to AI.
- Where AI is used to complement human work, employment is flat or rising. Wages are unaffected.
Employment has grown
The researchers Erik Brynjolfsson, Bharat Chandar, and Ruyu Chen have analyzed anonymized payroll records from ADP, one of the largest payroll providers in the US. The sample covers between 3.5 and 5 million employees per month, from January 2021 through June 2026.
Total employment in the sample rose by about 6 percent between November 2022, when ChatGPT launched, and June 2026. Even in the occupations most exposed to AI, employment grew, by about 4 percent.
The researchers write that claims of economy-wide AI-driven job losses are not visible in payroll data.
Where AI complements people, employment is rising
The researchers sort occupations by how AI is actually used, drawing on data about usage of the AI assistant Claude. In occupations where AI primarily automates tasks, employment for the youngest workers has declined. In occupations where AI primarily complements human work, employment is flat or rising. Among young workers, the group with the most complementary AI usage is among those with the fastest employment growth.
Occupations built on practical experience, so-called tacit knowledge, show faster employment growth for experienced workers.
Wages are unaffected
The researchers also examined base pay. They find small differences in wage trends between more and less AI-exposed occupations, and small differences between age groups. Labor market adjustment is happening through employment, not through lower wages.
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