Real-Time Indicators
Evidence of AI displacement happening now. CEO quotes, market reactions, layoff trackers, and observable signals that tell us which trajectory we're on.
SaaS Market Collapse — February 3, 2026
Triggered by Anthropic legal AI tool release. IGV had worst month since 2008.
Tracking Indicators
Key metrics showing displacement trajectory and market response. Mix of live data (market prices, layoffs) and monthly/quarterly indicators (employment, housing).
Tech layoffs tracker
AI-attributed layoffs (2025)
Daily layoff rate (2025)
Entry-level hiring drop
IGV Software ETF
S&P 500 Software Index
AI data center investment
Gen Z AI readiness (AIQ)
Baby Boomer AI readiness
Employers regretting AI layoffs
Layoff Statistics
2025
Monthly Breakdown
By Sector
2026
By Sector
What Leaders Are Saying
Direct quotes from CEOs and industry leaders about AI displacement timeline, impact, and corporate response.
Warning Signs Timeline
Key events that signaled the acceleration of AI displacement.
Claude Cowork launch
January 12, 2026Impact: Market anxiety begins
Anthropic announces 11 plugins
January 30, 2026Impact: Intensified disruption fears
Microsoft earnings miss
Q4 2025Impact: Stock -10% despite beating revenue
Anthropic legal AI tool
February 3, 2026Impact: $285B wiped from software stocks
Data sources: Bloomberg, CNBC, Layoffs.fyi, Stanford research, company earnings reports. All data current as of February 2026. This page tracks observable indicators — not predictions.