Global Outlook

AI displacement is a global phenomenon, but each region's path depends on its safety nets, political stability, tech adoption, and cultural relationship to work.

Select Scenario

AGI Timeline

How to read this: Each scenario shows the same events, but timing shifts based on when AGI arrives. "Major" events are marked with larger indicators.

Scenario View: These projections are scenario-based estimates, not predictions. Ranges reflect uncertainty across different AGI timelines. Actual outcomes depend on policy response, tech adoption speed, and other factors we cannot forecast.

Why Regions Diverge

Safety Nets Matter Most

Regions with strong social safety nets (EU, Japan) can absorb displacement shocks. Those without (US, India) face political instability and social unrest during the transition.

Tech Adoption Speed

High-tech regions (US, China, EU) experience displacement first and fastest. Lower-adoption regions have more time to observe and prepare — but less economic power to respond.

Political Cohesion

Politically stable regions (Japan, EU) can implement coordinated responses. Fragmented or gridlocked systems (US, Latin America) struggle to act decisively.

Cultural Identity

Regions where identity is tied to work (US, Japan) face deeper psychological crises. Those with stronger community bonds or social structures adapt more smoothly.

7 Regional Paths

Under the Moderate (Demis) scenario, regions follow different stability trajectories based on their structural characteristics.

Regional Comparison Matrix

RegionSafety NetTech AdoptionPolitical Stability2025 → 2040
United States75 50
European Union80 65
China70 60
Japan85 70
India65 40
Latin America60 45
Africa55 45

Reading the data: Stability scores range from 0-100. Higher scores indicate lower risk of social unrest, political collapse, or economic crisis. All regions experience a mid-transition dip, but recovery paths diverge based on structural characteristics.

Data Sources & Methodology

Data Sources

Safety Net Strength
OECD SOCX

Measures unemployment benefits, healthcare coverage, and social safety net funding as % of GDP.

Political Stability
World Bank WGI

Political Stability and Absence of Violence/Terrorism index, measuring perceptions of political stability and likelihood of violent overthrow.

Evaluates digital infrastructure, technological skills, and readiness to adopt emerging technologies.

Violence Indicators

Small Arms Survey (civilian gun ownership rates), Global Peace Index, and recent conflict history from Uppsala Conflict Data Program (UCDP).

Key Assumptions

Regional Cohesion

Assumes regions act as relatively unified entities. In reality, sub-regional variation (e.g., Southern vs Northern Europe) may be significant.

Linear Relationships

Assumes safety nets reduce unrest linearly. Actual thresholds may be non-linear (e.g., "good enough" vs "not enough" rather than gradual).

No Black Swans

Does not model unexpected shocks (wars, pandemics, natural disasters) that could dramatically alter trajectories independent of AI displacement.

Data sources: OECD SOCX, World Bank WGI, IMD Digital Competitiveness, Small Arms Survey, Global Peace Index. Click links to verify data sources. All projections are scenario-based estimates, not predictions.

Model updated: February 2026