Working Paper

The Great Labor Displacement

2030: The First AI Employment Shock and the Restructuring of the Global Economy

This working paper estimates how much of the United States workforce could experience significant AI-related job disruption by 2030.

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The record

Class
Working Paper
Version
3.1
Status
Working Paper v3.1 · Published · Not peer-reviewed
Published
2026-10-25
Length
30 pages
License
CC BY 4.0
Deposited record
zenodo.org

Cite this publication

Sendo, M. (2026). The Great Labor Displacement: 2030: The First AI Employment Shock and the Restructuring of the Global Economy (Version 3.1). Orchestrator Institute (OIAIL). Zenodo. https://doi.org/10.5281/zenodo.23643337

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Abstract

This working paper estimates how much of the United States workforce could experience significant AI-related job disruption by 2030. It combines occupation-level AI-exposure measures with explicit assumptions about adoption, pass-through from exposure to substitution, and an adjustment for work that requires physical presence, and runs them across base and fast-adoption scenarios. In the base scenarios roughly 40 to 44 percent of U.S. jobs face significant disruption; in the fast scenarios the share exceeds 50 percent (about 52 to 54 percent). These are scenario estimates, not forecasts of job losses: disruption includes task restructuring, wage pressure and displacement. The model and its code are published in full so the assumptions can be checked. The physical-work adjustment currently uses an occupation-level proxy, and an independent methodological review by a labor economist is pending; both will be reflected in Version 3.2.

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The research record