AI Job Displacement - May 2026
Record growth + record cuts is no longer a contradiction in the model. It is the model.
Why do I write about the macro jobs picture?
A big part of my work is reading signals for what’s coming. The shape of jobs is a critical element in a bigger picture, and I want to tell the story of that bigger picture. That story runs right through the monthly jobs numbers, and if you can read what they say (and don’t say), you can begin to see this nex…



