JP Morgan’s markets intelligence team says AI’s near-term employment impact is
producing clear role-level divergence and substantial implementation frictions.
The report cites Meta consideration of shifting up to 60% of some teams’ work
into AI-agent supervised workflows, while internal data show productivity gains
from autonomous agents have fallen short of expectations. Labor-market signals
diverge: software-developer hiring declined after the pandemic but begins to
rebound from H2 2025 as firms increase demand for senior engineers, systems
designers and AI-integration talent; travel agencies show AI-agent penetration
but overall industry headcount remains broadly stable.
