[OC] – US Job Openings [JTSJOL] vs S&P 500, with vertical line denoting the release date of ChatGPT

    by MetricT

    8 Comments

    1. My suspicion is the divergence in the graph is less “AI is eating jobs” or “AI creates more revenue with fewer workers”, and more “AI is in a massive bubble and the stock market should be lower”. OpenAI engaging in moral hazard and trying to get a federal backstop (“Heads we win, tails you lose”/”too big to fail”) tends to supports that conclusion

      AI is destroying some marginal jobs around the edges, but it’s proving harder to automate jobs than a lot of MBA’s thought, which is why [businesses are slowing their investments in AI](https://i.imgur.com/z8meK6E.png) in recent months.

      My sense is that business executives are pointing the finger at AI for layoffs rather than tariffs, business uncertainty, economic conditions to avoid risking Trump’s ire.

      Created with R, with job opening data pulled from FRED::JTSJOL, and S&P500 data from Yahoo Finance.

    2. commissionerahueston on

      I am sad to report that *this* data is, in fact, not beautiful.

      (But thank you for posting it OP!)

    3. I think there’s a bit of dangerous correlation/causation implication here. Your comment softens that somewhat, but my interpretation is that tariffs are forcing employers to cut costs while AI hype is keeping the market afloat.

    4. Electricengineer on

      no correlation to AI as its not mature yet, jobs were already going down. also, this isn’t the first time someone has posted this exact graph.

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