Everyday AI Podcast – An AI and ChatGPT Podcast - Ep 730: Is AI creating a great recession for white collar workers? Inside Anthropic’s labor report

Episode Date: March 10, 2026

AI hasn't caused mass unemployment. Yet. 😳Although Anthropic's new study on the labor market impacts of AI showed no real signs of massive job disruption in jobs exposed to AI, it did out...line which sectors and job types might be first on the AI automation chopping block. On today's show, we'll not only break that down, but also dive deeper into a more immediately impactful job trend that AI has caused. And your company definitely can't afford to ignore it. Is AI creating a great recession for white collar workers? Inside Anthropic’s labor report -- An Everyday AI Chat with Jordan WilsonNewsletter: Sign up for our free daily newsletterMore on this Episode: Episode PageJoin the discussion on LinkedIn: Thoughts on this? Join the convo on LinkedIn and connect with other AI leaders.Upcoming Episodes: Check out the upcoming Everyday AI Livestream lineupWebsite: YourEverydayAI.comEmail The Show: info@youreverydayai.comConnect with Jordan on LinkedInTopics Covered in This Episode:Anthropic AI Labor Report FindingsAI Impact on White Collar JobsCapability Gap: Theoretical vs Observed AIDecline in Entry-Level Hiring RatesAI-Induced Underemployment Among Young WorkersMost Automated White Collar Job CategoriesSenior Workers Retaining Jobs With AIAI-Driven Mass Layoffs at Major CompaniesTimestamps:00:00 AI Impact on Jobs Unveiled03:42 "AI and Youth Employment Shift"09:46 AI's Capabilities and Gaps12:48 AI Knowledge and Capability Gap15:49 "AI, Jobs, and Generational Shift"18:48 "AI Scoring Validates Task Automation"24:24 "Closing the AI Skills Gap"25:40 "AI Impacts & Opportunities"Keywords: Anthropic AI labor report, AI job impact, AI unemployment, AI induced underemployment, white collar job automation, highly educated workers, mass layoffs, AI exposure, capability gap, theoretical AI coverage, observed AI coverage, management automation, business and finance automation, computer and math AI exposure, legal job automation, arts and media automation, physical job resistance to AI, junior worker hiring drop, quiet hiring, remote and hybrid work, entry-level job reduction, silver tsunami retirement,Send Everyday AI and Jordan a text message. (We can't reply back unless you leave contact info) Start Here ▶️Not sure where to start when it comes to AI? Start with our Start Here Series. You can listen to the first drop -- Episode 691 -- or get free access to our Inner Cricle community and all episodes: StartHereSeries.com Also, here's a link to the entire series on a Spotify playlist. 

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Starting point is 00:00:00 This is the Everyday AI Show, the Everyday Podcast where we simplify AI and bring its power to your fingertips. Listen daily for practical advice to boost your career, business, and everyday life. Meet Firefly AI Assistant, now live in Adobe Firefly, the All In One Creative AI Studio. Just describe what you want to create and the assistant handles the rest, orchestrating multi-step workflows across Photoshop, Premiere Express, and more in one conversational interface. You direct the outcome. The assistant accelerates execution. Anthropic just published one of the most detailed roadmaps on AI's impacts on jobs that
Starting point is 00:00:51 we've ever seen. And the results are kind of misleading, especially if you take them topically. I think that most people are getting hung up on the biggest takeaway that as of today, AI hasn't yet caused huge unemployment. But if you read beneath the surface, there's a much larger. and more impactful finding from Anthropics recently released AI Labor Report. It's that mass AI-induced unemployment hasn't happened yet, mainly because the majority of companies don't understand AI's capabilities.
Starting point is 00:01:24 It's not because AI isn't capable yet of automating jobs, because it is. And there's one more finding that is going to hit the younger generation right now and might spell trouble for companies in the future. All right, let's get into it. I'm excited to jump into today's topic, and here's what you're going to learn on today's show. Well, we're going to talk about why Anthropics says the AI job apocalypse isn't happening, but something worse might be happening, why AI is actually a threat to more highly educated white-collar workers and not blue-collared ones that we always thought automation and AI would come for first.
Starting point is 00:02:04 We're going to learn which five white-collar jobs are already being automated. the most right now. And we're going to dig into a little bit more on the massive capability gap in AI that almost no one is talking about and how you can actually use that to your advantage. All right. Let's get into it. If you're new here, welcome. My name's Jordan and this is Everyday AI.
Starting point is 00:02:29 If you're new here, this is an unedited, unscripted daily live stream podcast and free daily newsletter helping everyday business leaders like you and me make sense of everything that's happening in the world of AI because it is nonstop. I tell you what's important. What's not? You take that information to grow your companies and your careers. Sounds like a good tradeoff, right? Starts here, but make sure to go to the next level.
Starting point is 00:02:50 Go to our website at your everyday AI.com. We break down each day's podcast as well as giving you all the other AI news that you need to know to stay ahead, right? Like as an example, Microsoft just released their new co-work. Right. Yeah, work is changing. All right. But let's get straight into something that's been dominating the headlines a lot, right? I actually, you know, at first saw this study and I'm like, okay, this is important. We shared about it in our newsletter. And my wife was actually like, I'm seeing this all on my Apple news, right? So she's seeing it everywhere. So like there's a certain point when AI news starts to hit the mainstream outside of our little, you know, AI, you know,
Starting point is 00:03:35 AI, you know, closed circle here. I'm like, okay, this is worth diving into a little bit more. But let's first kind of zoom out and talk about this new study and what it found from impropics. So researchers tracked US employment data from 2016 through, well, the post-chatGPT era. And the biggest finding was, oh, there's no mass AI unemployment, right? So AI isn't taking millions or tens of millions of jobs yet. That's because while their findings over the last 10-ish years show that that hasn't happened. And the unemployment estimate for highly AI exposed workers was statistically nothing. Right.
Starting point is 00:04:18 So even in areas where AI has been shown capable to automate a lot of jobs, we're not seeing, right, millions of people being laid off, right? I think early, you know, very early on in the early generative AI, large language model days, you know, there's a lot of these predictions that, you know, there's going to be tens of millions of fewer jobs fairly soon. And well, we haven't seen that happen yet in Anthropics study, I think was one of the best that really dug into this. But here is one thing that this study found that is kind of concerning, especially if you are a younger person, but I think it has larger implications, even if you are mid-career running a company. And this is a,
Starting point is 00:04:58 actually something I talked about last year on the show because it's something that I spotted a long time ago and I've been talking about it quite a bit. But the study found that hiring of workers age 22 to 25 into AI exposed fields quietly dropped by roughly 14%. Let's think about that percentage point right now because I think when people are looking at AI and its impact on jobs and unemployment. The thing that most people look at is the unemployment rate, which seems to be smart, right? Because if AI is impacting millions of workers, well, then that means the net number of Americans with jobs is going to go down, correct? Well, yes and no, right? Because what we've seen happening and, you know, this study from Anthropic showed as much. A 14%
Starting point is 00:05:56 drop, right? For the most part, if you don't follow, you know, unemployment numbers like I do, you know, it varies by a little bit. But for the most part, you know, the unemployment rate in the US is between four to five percent, aside from, you know, anomalies like, you know, the pandemic, the financial crisis of, you know, 20, 2008, 2009, right? But for the most part, for the last 25 years, the unemployment rate in the U.S. has teetered, you know, four percent, give or take. Right. So when people still seen that 4%. They're like, okay, AI is not causing, you know, mass unemployment. But what I do think it has already started to cause, especially in the younger generation, is mass under employment. Because if we had an unemployment rate at 14%, that would be a global
Starting point is 00:06:43 disaster, right? People would be in the streets, probably rioting, right? Hey, big AI, you took away my job. Right. But that's essentially kind of what's happening for the younger generation. They, in those highly exposed areas, at least, companies are just not hiring anymore. I've been talking about this since I believe 20, 24, this process of quiet hiring, how there's been this kind of thing, you know, as post-pandemic, right, more and more people are remote and hybrid. There's this thing called quiet quitting, right, where employees, whether they're using AI, augmenting with AI or not, they're kind of doing the bare minimum and just scathing by. I think companies have already started and the anthropic study shows this,
Starting point is 00:07:26 they kind of done this quiet hiring. They're just no longer hiring for junior people or when people leave, right, to avoid having these, all right, we got to cut 10,000 jobs, 20,000 jobs, right? We heard reports Oracle might go up to 30,000. We've seen tens of thousands from Amazon. So for bigger companies to avoid this, well, they're just not hiring. Right?
Starting point is 00:07:47 So when the silver tsunami hits and we have millions of seniors, you know, people in their 60s retiring, well, they're just not going to refill those roles. And those younger people that are in these highly exposed areas are just not going to be able to get jobs. Also, some key findings. And we're going to dig into all of these a little bit more. But there's a massive gap, the capability gap between what AI could do versus what it's actually doing and what it's actually being used for.
Starting point is 00:08:16 And the most exposed workers right now are female, educated, and higher paid. So the great recession for white color workers, well, that scenario, even though it hasn't happened yet, it is still very much so on the table because that is where the exposure and the risk is. And I think with this report, Anthropic actually built an early warning system to track where disruption may show up first before any unemployment numbers can diagnose it. So let's talk about the biggest finding. And that is. is the massive gap, right? And this kind of chart obviously went, you know, very, very viral online, right?
Starting point is 00:09:03 Whether you're reading Twitter, LinkedIn, or the news. You probably saw this chart. So for a podcast audience, you can always, you know, check this out, obviously in the newsletter, but you can go watch the video version of this at your everyday AI.com. Nothing we can't describe here. But essentially, this chart showed the different. occupational categories, right? So everything from management, business and finance, legal, health care, food and services, personal care, office admin, right? All these different sectors of
Starting point is 00:09:35 work. And then you had a theoretical AI coverage line, right, which is in blue. And then kind of the spider graph that shoots out. And if the AI could theoretically do a hundred percent of the job, then it goes all the way to, well, the exterior of this circle. So in the blue, you have your theoretical AI coverage, right? And then you have your observed AI coverage in the red. All right. We're going to talk a little bit more how Anthropic got to that. Essentially, it was a combination of U.S. employment data and millions of anonymized chats
Starting point is 00:10:13 with Anthropics Claude chatbot. Right. So what you essentially see is, well, AI is theoretically extremely, capable in many areas. And right now does not have a lot of capabilities in others. Right. So some of the biggest areas where in theory, right, AI could do, you know, not 80 to 90% of the work comes in fields like management, business and finance, computer and math, legal, arts and media, right? Those are areas where there's at least 80% coverage up to the mid 90s. And then there's areas, at least right now, that large language model in their current
Starting point is 00:10:50 capabilities, well, they don't really touch, right? Sectors like production, installation of repair, construction, agriculture, right? Those jobs that, for the most part, require you to use your hands away from a computer for the majority of the time that you're working. And that's kind of how we got to this capabilities gap. But when we talk about the theoretical AI coverage and the observed AI coverage throughout the rest of the show, this is essentially what we are talking about. It is what AI can actually do, right, according to benchmarks and AI's actual capabilities. And then the observed AI coverage, which is what Anthropic found through millions of anonymized chats, well, what people are actually using it for. And even in those areas, right, management,
Starting point is 00:11:38 business and finance, computer and math, nothing, nothing hit the 40%, right? And the majority of those, even with high theoretical AI coverage, right, where, hey, technically AI could do 90% of this right now out of the box with nothing else happening, right? A lot of those areas, right, like management, legal, right? The actual observed AI coverage was low. It was, you know, less than 20% in many instances. So let's talk about one of the most obvious categories, and that's in computer and math roles. So, The observed capability was 90, or sorry, the theoretical capability was 94%. So Anthropic found by matching it with US jobs data that AI's capabilities right now can do 94% of tasks.
Starting point is 00:12:32 But it's only being 33% observed. And that is of all the different columns, that is actually the highest observed AI coverage. So maybe you're thinking, oh, well, yeah, people are just using AI for different things that maybe aren't falling on this map. Absolutely not. That is the highest observed AI coverage. And the gap there is still enormous, right? I've been talking about this capability gap. I talked about it a lot on our 2026 AI and roadmap series about this huge gap
Starting point is 00:13:01 and that people especially, I think, since quarter four of 2025, they still are looking at AI like a fun little chatbot, not realizing it's agentic nature, the improved scaffolding and harnessing. Well, I can probably do the majority of your work. You just don't know it. So not only is there a capabilities gap that comes from training, well, there's also just the education side. People don't even know.
Starting point is 00:13:26 I think a lot of people understand that they maybe don't, you know, can't get behind a computer and, you know, fully use a chatbot like Claude or ChatTPT or Gemini or Copilot to its fullest capabilities. But I think the majority of people, even those that followed the technology fairly closely, don't even understand what those capabilities actually are. Right. So the 61 point divide in the computer and math rolls as an example, that just defines the current state of AI at work.
Starting point is 00:13:59 So here's kind of my hot take. I kind of already talked about a little bit. Say it's Tuesday, right? We're not doing as many hot take Tuesdays, but I'm going to go ahead and throw my hot take opinion in here. This is going to happen. We are going to see the, the great, you know, white collar work recession. It is a lagging factor, right? That 30,
Starting point is 00:14:23 what was it, the 31% or sorry, the 33% observed coverage in math and computer right now, that's going to go up. It's going to go up. It's going to go up. It's going to go to 40, 50, 60 in the coming, in the coming months and quarters. The same thing with these other, these other areas, right? I, I, talked about this on the prediction of roadmap series, but I think especially in anything that costs people a lot of money, right? Legal, management, business and finance, that gap is going to shrink. I think we're going to start to see measurable shrink in 2026, but I think by 2027, that gap is going to close very quickly. I think that's how long it takes for the average, you know, U.S. company. It takes nine to eight.
Starting point is 00:15:14 months for companies to truly, number one, realize that there's a gap. I think studies like this one from Anthropic that put it into concrete terms obviously help executives and boardrooms understand that, oh, wait, there is a gap, right? And you can see the methodology, which we're going to talk about here in a second. But then it takes them time to start to learn to close the gap. That is, unless you and your company listen to the show every single day, because I've been talking about this gap before Infropic or anyone else, you know, officially identified it. Granted, I didn't have millions of anonymized anthropic chats to really bring teeth into it,
Starting point is 00:15:50 but this is something I've been observing, well, for the last three years since I've been doing this show. Adobe just introduced an entirely new way to create, bringing the power and precision of its creative suite into one conversational experience. Meet Firefly AI Assistant, now live in the Adobe Firefly app, the all-in-one creative AI studio. Powered by Adobe's creative agent, Firefly A.A.A. A.I. Assistant lets you start with your vision, just describe what you want, and shape the outcome as it takes form with the assistant. The assistant orchestrates multi-step workflows, drawing on 60-plus pro-grade tools across Adobe Creative Cloud apps, including Photoshop, Illustrator, Premiere, Lightroom Express, and more to help bring your ideas to life. You can also get started with
Starting point is 00:16:43 creative skills, a growing library of pre-built workflows for common creative tasks, like batch editing photos, creating mood boards, portrait retouching, and creating social variations. Every step the assistant takes is visible so you can refine, redirect, or take over at any time. You stay in the driver's seat as the creative director. Adobe Firefly AI assistant now in public beta. See it today at firefly.adobie.com. College graduates, here's the problem. They are getting squeezed out, right?
Starting point is 00:17:20 If you graduated between 20, late 20, 24 and 2026 and you have a full-time job in your area of study, consider yourself very lucky because you are in the minority, right? And I've talked about it on a couple other shows, right? The majority, and I think one of the reasons why we haven't even seen a huge technical unemployment spike in the younger generation is, well, because they're having to take jobs outside of their college major. We talked about that in one of our AI's impact on college shows in 2025, that the highest number ever of graduates are having to take jobs, full-time roles outside of their field of study.
Starting point is 00:18:04 Well, because no one's hiring, right? There is this quiet hiring that's going on. And then not only that, when we do see these silver tsunami, the baby boomers that are going to be retiring in mass, right? One of the biggest problems is, well, what's happening with this job? junior generation, right? If, if companies are hiring fewer and fewer junior researchers, junior analysts, because all that's happening is the senior people who are sticking around and maybe aren't getting laid off in mass, well, they're augmenting their job with AI,
Starting point is 00:18:34 so they don't need as many junior people. So, well, where are the future middle management? Where are they now? And I think that's actually pretty problematic. All right. So let's quickly talk about how anthropic got to these conclusions because again, I think this is one of the best studies looking at the kind of capabilities gap that we've seen. So they use the federal, the U.S. federal, O-Net database, and that breaks the essentially 800 U.S. occupations into 20,000 plus specific tasks, right? So this isn't, you know, looking at broadly, guessing and throwing things at the darkboard. This is 20,000 specific day-to-day tasks that the average American performs in those different sectors, right? So this is the U.S. Census Employment
Starting point is 00:19:30 Survey that tracks who is currently working, unemployed or entering the workforce was also used by Anthropic. And then the big piece here, which I already said, is millions of conversations anonymized that they were able to then tie up or map to those 20,000 specific tests. And that's what kind of gave them the ability to look at AI's current theoretical capabilities and then the observe rate. This isn't guessing. This isn't a vibe, right? MIT. Right. This is an actual legitimate study that shows this huge capability gap when it comes to real world day-to-day tasks. and a little bit more on how they actually did it. So they assigned each kind of task a score.
Starting point is 00:20:19 So a score of one meant that AI alone could double a worker speed without any extra tools. A score of 0.5 meant that AI could double the speed, but required outside tools like browsers or databases, so more augmented. And then a score of zero meant that AI could not meaningfully help. Right. So through this scoring system and matching it up, researchers scored. every individual task across those 800 U.S. occupations using that 1.5 or zero scale. Then they check those theoretical scores against real Claude usage data to see which tasks workers are actually delegating to AI, right? And here's the interesting part.
Starting point is 00:20:59 They found that 68% of real usage landed on task scored one. So the overwhelming majority of people that were using Claude were using it for task that AI was actually really good at and was able to fully automate. And only 29% of usage was on task that scored 0.5 and 3% on task that scored a 0, which is interesting that 3% of people were still trying to get a chat bot to do something that it theoretically did not have the capabilities to do. So the scoring acted as a baseline prediction and the real usage data acted as that reality check. And that's where you got the huge gap between the two and how that has turned into the core of this study. So let's look at the most exposed roles. So computer pro, and this is those roles where,
Starting point is 00:21:49 well, AI has the highest capability. Computer programmers led with 74.5%. And then routing out the top five, right, the top five most exposed current roles. Well, one was computer programmers. Then you had customer service, data entry, medical records, and marketing analysts. So essentially, any Those roles are ones where you're constantly in front of a computer. You're doing things that require a screen. They're text heavy and repeatable. So this is why it's hitting that group of people who are higher paid and more educated sitting in front of a desk. That's because these jobs are automated through company API systems,
Starting point is 00:22:35 not just individuals chatting with a chatbot, right? So they can be done and automated with AI at scale. And the other thing, right, and you have to look at the whole corporate greed thing, right? The most exposed workers earn 47% more per hour than those with zero AI exposure. So in theory, the jobs right now by today's technology that are most replaceable and automatable by AI and haven't been discovered yet are those that, well, are expensive. But physical jobs, obviously, like mechanics, lifeguards, cooks, showed zero exposure. The other thing, it is that young generation, right? Because the study found that senior workers can stay productive with AI,
Starting point is 00:23:26 well, companies, well, they just have stopped backfilling junior positions almost entirely. Right. And that 14% high ring drop not only appears for workers. age 22 to 25, but it's just for them, right? So it's not like there's a 14% hiring gap for any person or any group of people that had that high exposure. It was just the younger generation, right? So what that meant is people with experience, senior people who had been at companies for a while, right? They're not getting, they're not going through that 14% hiring drop because companies still want people with experience.
Starting point is 00:24:10 So instead, they're just not hiring any entry-level people. So that doesn't change the fact that AI-induced layoffs are still happening in mass. So in 2026 already, we've seen thousands of AI-linked cuts hit big companies like Block, Amazon, meta, Autodesk in Salesforce. And then in late 2025, same thing. Huge. I mean, we're talking in the tens of thousands for each of these companies in late 2025, attributed to AI. Accenture, Citigroup, Dell, IBM, Microsoft, right? Reportedly, Oracle, looking at up to 30,000 jobs. Also, Intel, UPS, IBM, right? The AI-induced mass layoffs are still happening in. They will, I believe, continue to work. ramp up probably toward the latter end of 2026 and early 2027 as companies understand that gap.
Starting point is 00:25:17 Okay. And that gap right now, it is an unclaimed territory. It's not a looming threat, right? So I think that workers and company, my big takeaway here, right, right, AI is still going to come for jobs. I've been saying since the literal very first episode of. everyday AI, that yes, AI will create millions of jobs that we don't even know exist yet. But I think ultimately, AI is, well, it's going to change the face of traditional full-time
Starting point is 00:25:49 employment. I think it will ultimately, you know, take away more full-time roles than it will ultimately create. But right now, there is still an opportunity, right? So I don't want, you know, my message, my takeaway, my hot take on this. to be one of doom and gloom because I understand that many of our listeners and viewers of everyday AI, myself included. I have a graduate degree, right, technically highly educated, sitting in front of a computer,
Starting point is 00:26:22 doing a lot of these tasks that are highly automated by AI, right? This capabilities gap, you need to attack it, right? Because, yes, you could say this is a looming threat. but right now I do think companies, departments, individuals have a nine to 18 month window where you can do something about it. If you can close that gap first in your organization, in your industry, if you can be first to market that truly, right, unlearns and rebuilds being AI native in some of those areas. And you can exploit it with revenue tied services. you will own the advantage. And the advantage is out there.
Starting point is 00:27:10 We saw this with the infropic study, tying real world jobs data, real world 20,000 different tasks all mapped out through millions of anonymized claw chats. The opportunity is there if you go seasoned. All right. That's it for this episode. I hope it was helpful.
Starting point is 00:27:34 But big takeaway here is AI creating a great recession for white-collared workers? Well, even though Anthropics study says no, today, it is definitely coming. But if you are listening to this show every day, if you're putting what we teach into practice, you can stay ahead and not be impacted. And well, hopefully you can actually capitalize and take advantage. So if this show was helpful, make sure you also go check out episodes 17. 12 and 713, our 2026 AI prediction and roadmap series, and then go to our website at your everyday AI.com. Sign up for the free daily newsletter. Thank you for tuning in. Hope to see you back
Starting point is 00:28:15 tomorrow and every day for more Everyday AI. Thanks y'all. Meet Firefly AI assistant. Now live in Adobe Firefly, the Allman One Creative AI studio. Just describe what you want to create in your own words and the assistant handles the rest, orchestrating multi-step workflows across Adobe Creative Cloud apps, including Photoshop, Premiere Express, and more. more in one conversational interface. You direct the outcome while the assistant accelerates execution. Stand control with the ability to step in and refine at any time. See it today at firefly.adobie.com.
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