Goldman Sachs Predicts AI Automates Quarter Work Hours

Goldman Sachs analysts Joseph Briggs and Sarah Dong publish a Jan. 19, 2026 report saying AI could automate nearly 25 percent of work hours, potentially displacing millions while stopping short of a full employment collapse. They forecast a 15 percent AI-driven productivity uplift, estimate 6–7 percent of jobs displaced and a peak unemployment rise of about 0.6 percentage points (roughly one million workers).