IMF Warns AI Will Affect 40% of Jobs, Young Workers Most Exposed

The IMF framing matters less for its headline exposure figure than for the asymmetry it draws: AI is currently a growth story concentrated in a narrow slice of the supply chain, while its labor impact is diffuse and skewed toward those with the least seniority to absorb it. That mismatch — capital gains visible now, displacement arriving gradually — is what makes the warning politically durable rather than a one-off. Whether chipmaker-led growth and youth labor exposure stay decoupled, or the second begins to weigh on the first, is the open question.