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A November 10, 2026, essay by Thorsten Meyer places generative AI in the long expansion of knowledge work, drawing on estimates by Fritz Machlup and Marc Porat. The figures show the scale of information work, while recent labor data cited in the essay does not establish that AI has caused broad job losses.

Thorsten Meyer’s November 10, 2026, essay argues that generative AI is aimed at a long-established part of the economy: knowledge work, including office, professional and information tasks. Drawing on historical estimates and recent job data, the piece describes the sector’s scale while stressing that exposure to AI does not establish that workers have lost jobs because of it.

Economist Fritz Machlup estimated that producing and distributing knowledge accounted for $136.4 billion, or almost 29% of adjusted U.S. GNP, in 1958. His 1962 book grouped the activity into education, research and development, communications media, information machines and information services. The spending figure measures the cost of these activities, not the value or quality of the knowledge produced.

The essay also cites Marc Porat’s estimate that information workers rose from less than 6% of the U.S. workforce in 1860 to 46% in 1970, becoming the largest occupational group by the mid-1950s. For a contemporary comparison, it reports International Labour Organization figures for 2025 showing managers, professionals and technicians made up 62% of jobs in Singapore, 52.5% in the United States and 47.9% in Germany.

On AI, the article says estimates place higher-income and clerical jobs among those most exposed to generative AI. It also reports that U.S. employment data has not yet shown a clear overall AI effect, while young workers in the most exposed roles are falling behind their peers. The material does not specify the data series, comparison periods or causal evidence behind those observations.

At a glance
reportWhen: Published November 10, 2026; labor-mark…
The developmentThorsten Meyer’s November 10 essay traces the growth of knowledge work and connects that history to current generative AI exposure estimates.
Knowledge work · Briefing

Where AI fits in fourth-sector work

Generative AI reaches office, professional and information tasks in an economy already shaped by knowledge work. Exposure shows potential overlap with tasks, not proof of job losses.

62%
Singapore jobs held by managers, professionals and technicians in 2025
$136.4B
Machlup’s estimate of U.S. knowledge industry spending in 1958
Almost 29%
Of adjusted U.S. GNP in Machlup’s 1958 estimate
46%
Porat’s estimate of information workers in the U.S. workforce in 1970

What counts as knowledge work

The measures capture different parts of work centered on producing, using and communicating information.

Industries

Machlup’s categories

Education, research, media, information machines and information services.

Tasks

Office and professional work

Writing, calculating, checking and communicating overlap with tasks associated with generative AI.

Occupations

A broad modern workforce

Managers, professionals and technicians are a substantial share of jobs in several wealthy economies.

Different measures, different snapshots

The figures describe a long shift toward information-focused work, but the categories and accounting methods are not identical.

MeasureFindingWhat it captures
Machlup, 1958$136.4 billion; almost 29%Spending on knowledge industries as a share of adjusted U.S. GNP
Porat, 1860–1970Less than 6% to 46%Information workers’ share of the U.S. workforce
ILO, 2025Singapore 62%; U.S. 52.5%; Germany 47.9%Jobs held by managers, professionals and technicians

What AI exposure tells us

Higher-income and clerical jobs are among those described as more exposed to generative AI.

It can indicate
  • Tasks that may overlap with AI capabilities
  • Where employers may change work
  • Occupations to watch over time
It cannot establish
  • That a job will disappear
  • That workers have already been displaced
  • That AI caused broad job losses

Evidence still needs context

The essay reports no clear overall AI effect in U.S. employment data so far and says young workers in highly exposed roles are falling behind peers.

CaveatThe supplied material gives no data series, time window, comparison baseline or causal evidence for these observations.

What to track next

Clear comparisons can help distinguish broad labor-market changes from effects linked to AI.

1
Follow adoption

Track whether employers introduce AI in occupations identified as exposed.

2
Measure workplace changes

Watch hiring, tasks, wages and productivity over time.

3
Use clear baselines

Compare defined periods to assess what changed and when.

The takeaway
AI is entering a large, long-established world of knowledge work; exposure points to possible task changes, while its effects on jobs remain unproven by the evidence described.

AI Reaches the Office Economy

The historical figures frame AI as a technology entering work that already occupies a large share of modern economies. Tasks such as writing, calculating, checking and communicating appear in Machlup’s account of knowledge production, and they overlap with capabilities now associated with generative AI. That overlap helps explain why the technology debate extends beyond factory automation to office and professional work.

Exposure estimates can identify tasks that might be changed, but they do not tell readers whether jobs will disappear, be redesigned or become more productive. For workers and employers, the distinction matters: the scale of knowledge work makes any shift consequential, but the timing and direction of the effects cannot be inferred from exposure alone.

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How Knowledge Work Was Counted

Management writer Peter Drucker used the term “knowledge worker” in 1959, describing people who earn a living through what they know. As summarized in the essay, Drucker argued that organizing such work would require rules different from those developed for factory production. The term gave a name to a change in how many people create economic value.

Machlup’s 1962 study then sought to measure the emerging sector. Because knowledge itself cannot be counted like a physical commodity, he measured spending on industries that produced or circulated it and examined relevant occupations. His five-industry classification included schools and training, research, media, information machines and information services. The resulting 29% figure is a historical estimate based on his definitions and accounting approach, not a direct measure of knowledge’s worth.

The essay’s arc moves from that mid-century accounting to the contemporary workplace. It says managers, professionals and technicians now account for a substantial share of jobs in several wealthy economies, but those categories are not identical to Machlup’s or Porat’s definitions. The numbers show a broad trend toward information-focused work, with different measures and time periods.

“almost 29 per cent of adjusted GNP”

— Fritz Machlup, as quoted in the essay

What AI Exposure Shows So Far

The evidence cited does not establish that AI has caused an overall change in U.S. employment. The essay says there is no clear AI footprint in aggregate job data so far, but provides no specific dataset or analysis in the supplied material. Its observation about young workers in highly exposed roles also lacks a stated time window and comparison baseline here, making the size and cause of the reported gap unclear.

It is also not clear which exposure estimates the article relies on, how they define exposure or how quickly employers will adopt AI in affected roles. Exposure describes potential overlap between technology and tasks; it is not a forecast of layoffs or a count of jobs that will be automated.

Tracking Changes in Office Work

The next step is to watch employment and workplace evidence over time, including whether AI adoption changes hiring, tasks, wages or productivity in the occupations identified as exposed. Such comparisons will need clear time periods and baselines to distinguish broad labor-market shifts from changes linked to AI.

Meyer’s essay also points readers toward a follow-up episode on what economic statistics measure and leave out. That question bears directly on the AI debate: spending, job categories and exposure estimates each describe different aspects of work, and none alone establishes the technology’s eventual effect.

Key Questions

What is knowledge work?

Knowledge work is work centered on using, producing or communicating information. The essay gives examples including planning, writing, calculating and checking.

What did Machlup estimate about knowledge industries?

Machlup estimated that knowledge industries accounted for $136.4 billion, almost 29% of adjusted U.S. GNP, in 1958. He measured spending, not the value of knowledge itself.

Does AI exposure mean a job will be lost?

No. Exposure indicates that some tasks may overlap with generative AI capabilities; it does not establish that an occupation will disappear or that workers have already been displaced.

Has AI caused broad U.S. job losses so far?

The essay says U.S. job data shows no clear overall AI footprint so far. The supplied material does not provide the underlying dataset or prove a causal link between AI and employment changes.

Source: Thorsten Meyer AI

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