Imagine we erase the first row and first column of . We’ll call
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A key question in interpreting our coverage measure is which workers should be considered treated? Should changes in employment be expected from just 10% task coverage? Gans and Goldfarb (2025) show that if an O-ring model best describes jobs, employment effects might be seen only when all tasks have some degree of AI penetration. Hampole et al. (2025) argue that mean exposure decreases labor demand, but concentration of exposure in only certain tasks can counteract this. And Autor and Thompson (2025) highlight the level of expertise required for the remaining tasks.
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2022年，这个客户贡献了40%的收入，到了2025年上半年，这个比例飙到了74.4%。业内普遍猜测，这位大客户就是国内某家正处于风口的AI芯片巨头。