The Potential Impact of Disruptive AI Innovations on U.S. Occupations

Abstract: The rapid rise of AI is poised to disrupt the labor market. However, AI is not a monolith; its impact depends on both the nature of the innovation and the jobs it affects. While computational approaches are emerging, there is no consensus on how to systematically measure an innovation's disruptive potential. Here, we calculate the disruption index of 3,237 U.S. AI patents (2015-2022) and link them to job tasks to distinguish between "consolidating" AI innovations that reinforce existing structures and "disruptive" AI innovations that alter them. Our analysis reveals that consolidating AI primarily targets physical, routine, and solo tasks, common in manufacturing and construction in the Midwest and central states. By contrast, disruptive AI affects unpredictable and mental tasks, particularly in coastal science and technology sectors. Surprisingly, we also find that disruptive AI disproportionately affects areas already facing skilled labor shortages, suggesting disruptive AI technologies may accelerate change where workers are scarce rather than replacing a surplus. Ultimately, consolidating AI appears to extend current automation trends, while disruptive AI is set to transform complex mental work, with a notable exception for collaborative tasks.