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Josh Bersin· joshbersin·· 2025-12-23AI 评分65

AI确实正在冲击就业市场,Josh Bersin给出企业与求职者应对建议

Yes, AI Is Really Impacting The Job Market. Here’s What To Do.

文章要点
  • 1美国失业率升至4.6%,24岁及以下应届毕业生失业率接近10%,为2021年7月以来最高
  • 2不需学位的岗位约占劳动力的82%,较五年前79%上升,作者称AI也在减少要求大学学历的岗位
  • 3Edelman调查5000多名员工,70%美国员工不信任AI岗位削减表态,仅27%信任CEO
  • 4作者建议企业勿停招应届生,称年轻员工更擅长用AI重构工作,资深员工也不能只靠经验
决策要点

AI对就业的冲击主要表现为应届生招聘放缓和学历岗位收缩,叠加管理层与员工间的信任缺口正在成为转型阻力。

  • 影响:校招放缓提示年轻AI人才可能更早被竞争;一线岗位占比上升要求管理重心下移;七成员工不信任官方说法,内部AI落地会遭遇观望和抵触。
  • 参考:可考虑重算校招预算,把AI学习与上手能力纳入应届生评估;值得盘点一线岗位的培训与支持投入;向员工沟通AI岗位计划时先准备可核对的数据而非口号。
  • 依据:失业率与毕业生数据为作者引用的统计口径,Edelman调查覆盖5000多名员工,观点部分出自作者的自有研究判断。
正文

All year I’ve been studying the employment data and talking with press about the smallish impact of AI on the job market. Most of the slowdown in US jobs, from my data and conversations, has been driven by cost-cutting and general economic uncertainty, not explicit AI job replacement.

Well going into 2026 the situation is changing. The US unemployment rate is now 4.6%, up from 4.2% one year ago  (a 9.5% increase) and 3.7% in November of 2023 (a 24.7% increase in two years). These are significant increases, especially considering that unemployment was 3.6% in November of 2022.

This tells me that the US economy is slowing after the post-pandemic “revenge buying” frenzy of 2021 and 2022. And of course US tariffs, inflation, and relatively high interest rates all contribute.

But now let’s look under the covers and break out unemployment into two sub-groups: new college graduates (24 years and younger), and more seasoned workers (age 25-35). Suddenly you see a divergence.

US Unemployment college grads

The green line, tenured college graduates, shows a steady unemployment rate below the average. This makes sense: these are experienced employees with skills, judgement, and seasoned decision-making maturity.

The orange line, new college graduates, is trending upward. In fact right now it’s almost 10%, which is the highest it has been since July 2021, the peak recovery from the pandemic. Looking backwards, the only time young college grad unemployment was this high was in 2011, a period of recovery from the 2008 recession. (St. Louis Fed agrees.)

And by the way, to round this out, jobs that do not require a degree are plentiful, roughly 82% of the workforce (up from 79% five years ago). So AI is not only slowing new college grad hiring, it’s also reducing the total number of jobs that require college.

There are three important things happening here:

  • First, whether it’s correct or not, employers are slowing down entry level hiring. Companies hire new college grads for many reasons (largely for talent pipeline), and many newly minted grads are far more AI-ready than we are. Despite this, it appears to economists that it’s harder than ever for these young folks to compete, so they need to “sell” their AI readiness and learning capacity.
  • Second, the frontline workforce is becoming much more important. The general automation of white collar work (it’s still early days) and the explosion of jobs in healthcare, social services, retail, repair, entertainment and distribution are making the “college grad” part of the workforce relatively smaller. That’s not to say the money isn’t good, but as a CEO or leader more and more of your energy has to go into supporting these frontline workers. (Read our Frontline-First research for more.)
  • Third, employees don’t trust CEO talk about jobs. A new study by Edelman shows a massive lack of people’s trust in business leaders (and AI scientists) around AI. This 5,000+ worker survey found that 70% of US workers do not trust statements about AI job reductions. When asked “who you do trust” only 27% of US workers trust the CEO. So we, as leaders, have a trust problem.

Here’s the trust data, and this is all about “Trust in AI’s Value” not “trust in the AI platform.”

Trust in CEOs around AI is low

AI Is a Socio-Technological Innovation

As I talked about in this week’s podcast, AI is “socio-technological.” It has many societal and sociological impacts.

If only half your employees believe what leaders are telling them, they’re going to hold back, grumble, and resist change. This is why economic insecurity is high: people are concerned about their jobs, careers, and future earnings.

(So AI anxiety could actually lower economic productivity!)

The solution to this is not to ignore the topic, but rather to discuss it openly.

None of us really know how much impact AI will have (I do know most platforms over-sell its value right now), and AI is a little scary.

We have to get comfortable with phones that talk back to us, creepy emails that know our name, avatar-based job interviews, AI-driven career advice, and AI-informed performance reviews. And in 2026 we’re going to see  digital twins, robots, and more real-life animations of people at work. (Galileo Learn uses a “Josh Agent” to coach and challenge you as you learn.)

Here’s my advice. If you’re holding back on entry-level hiring you may be making a mistake. Younger staff, who have lived with this technology for more of their lives, are likely to be the ones to most quickly use AI, build with AI, and innovate with its new applications.

People who are tenured tend to see new tools as a way to “speed up what they know how to do.” New employees might just say “why not do it this way?” and bring you the reinvention you need.

Everyone Has The Opportunity To Be A Superworker Now

AI is not a job killer, it’s a big job-leveler.

You, as a younger worker, have access to information and research which was often hoarded by experts. If you’re willing to roll up your sleeves, you can move from “apprentice” to “newly minted expert” quickly. And if you’re looking for a job there’s no excuse for not becoming an expert on the company before you talk with a recruiter.

For senior, more tenured people the same applies. You can’t rely on your experience alone any more: you, too, should be digging in and learning about new technologies, tools, and advancements in your domain.

(Note that frequent users of AI are almost three times as likely to say “I can find solutions at work” and more than twice as likely to say “I can get work done faster.”)

Employers: Be Careful How You Think

For hiring managers and executives, beware of the “tenure trap” above. Just because a senior person knows your business better, you may find that the young “AI-Guru” right out of college catches up fast. Remember, tenured people may see AI as a way to “do things the old way faster” rather than “rethink the way we work.”

For HR leaders and recruiters, remember one thing. Younger workers may learn faster and ultimately improve productivity at a faster rate (plus they cost less). If you seek out fast-learning AI pioneers they could be your Superworkers of the future.

And for CEOs and other execs, be honest and thoughtful about your plans. All our research points to AI as a “scaling technology,” not one to “eliminate jobs.” The more honest and supportive you are, the faster your employees will adapt and help your company stay ahead.

Additional Information

Imperatives for 2026: What’s Ahead for Enterprise AI, HR, Jobs, And Organizations

The Collapse And Rebirth Of Online Learning And Professional Development

Get Galileo: The World’s AI Agent For Everything HR and Leadership

来源:Josh Bersin · joshbersin.com