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The Kobeissi Letter
@KobeissiLetter
Official X account for The Kobeissi Letter, an industry leading commentary on the global capital markets. Email us: support@thekobeissiletter.com
Joined June 2015
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AI-exposed jobs are seeing the largest pay growth in the US: Advertised pay in the most AI-exposed occupations has surged +46% since the start of 2021. At the same time, moderately AI-exposed jobs have seen +41% growth. This compares to a +39% increase in all US posted wages and just +25% for the least AI-exposed jobs. The gap began widening materially in mid-2025 and has continued to do so throughout this year. The divergence suggests employers are increasingly competing for workers in AI-related occupations. AI is reshaping the US compensation landscape.
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