Story perspectives

AI Threatens 15 Million U.S. Jobs, Investors Seek Automation Winners

7/4/2026

Summary

Story summary

Goldman Sachs Research economist Joseph Briggs said AI adoption could displace about 15 million workers, 9% of the U.S. workforce.
He estimated AI tools cut 10,000–15,000 jobs from growth in technology, consulting, and graphic design.
Goldman Sachs advises investors to treat AI as a capital-allocation story, favoring firms that redesign workflows with automation.
MIT economist Neil Thompson warned AI adoption may be delayed by limited data access, regulation, and cost.

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Story summary

Goldman Sachs Research economist Joseph Briggs said AI adoption could displace about 15 million workers, 9% of the U.S. workforce.
He estimated AI tools cut 10,000–15,000 jobs from growth in technology, consulting, and graphic design.
Goldman Sachs advises investors to treat AI as a capital-allocation story, favoring firms that redesign workflows with automation.
MIT economist Neil Thompson warned AI adoption may be delayed by limited data access, regulation, and cost.