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Global Commerce Outlook for Emerging Regions

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The COVID-19 pandemic and accompanying policy procedures triggered economic interruption so plain that sophisticated analytical techniques were unneeded for numerous concerns. For example, joblessness leapt sharply in the early weeks of the pandemic, leaving little space for alternative descriptions. The effects of AI, nevertheless, might be less like COVID and more like the internet or trade with China.

One typical approach is to compare results between basically AI-exposed employees, companies, or industries, in order to isolate the result of AI from confounding forces. 2 Direct exposure is usually specified at the job level: AI can grade homework but not handle a classroom, for instance, so instructors are considered less revealed than employees whose whole job can be carried out from another location.

3 Our method combines information from 3 sources. The O * NET database, which identifies jobs related to around 800 special occupations in the US.Our own usage data (as determined in the Anthropic Economic Index). Task-level direct exposure quotes from Eloundou et al. (2023 ), which determine whether it is theoretically possible for an LLM to make a task at least two times as fast.

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4Why might real use fall short of theoretical ability? Some tasks that are theoretically possible might disappoint up in use since of design constraints. Others might be slow to diffuse due to legal restraints, particular software requirements, human verification actions, or other difficulties. For example, Eloundou et al. mark "License drug refills and provide prescription info to pharmacies" as completely exposed (=1).

As Figure 1 shows, 97% of the tasks observed across the previous four Economic Index reports fall under classifications rated as in theory practical by Eloundou et al. (=0.5 or =1.0). This figure reveals Claude use distributed throughout O * internet jobs grouped by their theoretical AI direct exposure. Jobs rated =1 (totally feasible for an LLM alone) represent 68% of observed Claude use, while jobs ranked =0 (not possible) represent simply 3%.

Our new step, observed direct exposure, is suggested to measure: of those tasks that LLMs could in theory accelerate, which are in fact seeing automated usage in professional settings? Theoretical capability incorporates a much more comprehensive range of jobs. By tracking how that space narrows, observed exposure offers insight into financial modifications as they emerge.

A task's exposure is higher if: Its tasks are theoretically possible with AIIts jobs see significant use in the Anthropic Economic Index5Its tasks are carried out in work-related contextsIt has a fairly higher share of automated use patterns or API implementationIts AI-impacted jobs comprise a bigger share of the overall role6We provide mathematical details in the Appendix.

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We then change for how the job is being carried out: fully automated executions get complete weight, while augmentative usage receives half weight. Lastly, the task-level coverage steps are averaged to the profession level weighted by the portion of time spent on each job. Figure 2 shows observed direct exposure (in red) compared to from Eloundou et al.

We calculate this by very first averaging to the profession level weighting by our time fraction procedure, then averaging to the profession classification weighting by total employment. For instance, the step reveals scope for LLM penetration in the bulk of jobs in Computer & Math (94%) and Office & Admin (90%) occupations.

Claude currently covers simply 33% of all tasks in the Computer & Math category. There is a big uncovered area too; numerous tasks, of course, remain beyond AI's reachfrom physical agricultural work like pruning trees and running farm machinery to legal tasks like representing customers in court.

In line with other data revealing that Claude is extensively utilized for coding, Computer system Programmers are at the top, with 75% protection, followed by Customer care Agents, whose main tasks we increasingly see in first-party API traffic. Lastly, Data Entry Keyers, whose primary job of checking out source files and getting in information sees significant automation, are 67% covered.

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At the bottom end, 30% of employees have absolutely no protection, as their tasks appeared too rarely in our information to meet the minimum threshold. This group includes, for example, Cooks, Motorcycle Mechanics, Lifeguards, Bartenders, Dishwashers, and Dressing Space Attendants.

A regression at the profession level weighted by existing work discovers that development forecasts are somewhat weaker for tasks with more observed exposure. For each 10 percentage point boost in protection, the BLS's development projection visit 0.6 percentage points. This provides some recognition because our procedures track the individually obtained estimates from labor market analysts, although the relationship is small.

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measure alone. Binned scatterplot with 25 equally-sized bins. Each strong dot shows the average observed direct exposure and projected work modification for one of the bins. The rushed line reveals a simple linear regression fit, weighted by present work levels. The small diamonds mark individual example occupations for illustration. Figure 5 shows characteristics of workers in the leading quartile of exposure and the 30% of employees with absolutely no exposure in the 3 months before ChatGPT was released, August to October 2022, using data from the Existing Population Study.

The more revealed group is 16 percentage points more likely to be female, 11 portion points more likely to be white, and almost twice as likely to be Asian. They earn 47% more, typically, and have greater levels of education. For instance, individuals with academic degrees are 4.5% of the unexposed group, however 17.4% of the most unveiled group, an almost fourfold distinction.

Scientists have taken various approaches. For instance, Gimbel et al. (2025) track modifications in the occupational mix utilizing the Present Population Survey. Their argument is that any crucial restructuring of the economy from AI would appear as changes in distribution of tasks. (They find that, up until now, changes have been typical.) Brynjolfsson et al.

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( 2022) and Hampole et al. (2025) utilize job publishing information from Burning Glass (now Lightcast) and Revelio, respectively. We concentrate on unemployment as our top priority result since it most straight records the potential for economic harma employee who is jobless desires a task and has not yet discovered one. In this case, task postings and employment do not always signal the need for policy actions; a decrease in task posts for an extremely exposed role may be combated by increased openings in a related one.

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