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"This Time it's Different" - Generative Artificial Intelligence and Occupational Choice

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Universität Zürich
IBW – Institut für Betriebswirtschaftslehre
Working Paper No. 209
“This time it’s different”
Generative Artificial Intelligence and
Occupational Choice
Daniel Goller, Christian Gschwendt and Stefan C.
Wolter
November 2023
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The Swiss Leading House on Economics of Education, Firm Behavior and Training Policies is a Research
Program of the Swiss State Secretariat for Education, Research, and Innovation (SERI).
www.economics-of-education.ch
Working Paper No. 209
“This time it’s different”
Generative Artificial Intelligence and
Occupational Choice
Daniel Goller, Christian Gschwendt and Stefan C.
Wolter
This time it’s different”
Generative Artificial Intelligence and Occupational
Choice
Daniel Goller1, Christian Gschwendt1, Stefan C. Wolter1,2,3
1 Centre for Research in Economics of Education, University of Bern
2 Swiss Coordination Centre for Research in Education, Aarau
3 CESifo & IZA
Abstract: In this paper, we show the causal influence of the launch of generative AI in the form
of ChatGPT on the search behavior of young people for apprenticeship vacancies. There is a
strong and long-lasting decline in the intensity of searches for vacancies, which suggests great
uncertainty among the affected cohort. Analyses based on the classification of occupations
according to tasks, type of cognitive requirements, and the expected risk of automation to date
show significant differences in the extent to which specific occupations are affected.
Occupations with a high proportion of cognitive tasks, with high demands on language skills,
and those whose automation risk had previously been assessed by experts as lower are
significantly more affected by the decline. However, no differences can be found with regard
to the proportion of routine vs. non-routine tasks.
Keywords: Artificial intelligence, occupational choice, labor supply, technological change
JEL classification: J24, O33
Address for correspondence:
Daniel Goller, Centre for Research in Economics of Education, University of Bern,
Schanzeneckstrasse 1, Bern, Switzerland, daniel.goller@unibe.ch
Acknowledgments: The authors are grateful to the SDBB | CFSO for the provision of the data on queries
on the national apprenticeship vacancy platform and acknowledge the generous financial support by the
Swiss State Secretariat for Education, Research and Innovation through its Leading House on the
Economics of Education (ECON-VPET). The usual disclaimer holds.
1
1 Introduction
The announcement and public deployment of the generative artificial intelligence (AI)
ChatGPT version 3.5 led to a shock shift in perceptions of how AI can impact future
workplaces. In professions that felt safe from being partially or entirely replaced, the risk of
automation has suddenly increased considerably, because unlike in the past, when the risk of
automation was equated with the replacement of manual and routine labor, the emerging
generative artificial intelligence is targeting non-routine and cognitive tasks.
In this paper, we show how the unexpected launch of ChatGPT in November 2022 had
an immediate, significant, and long-lasting effect on young people's search behavior for
apprenticeship vacancies. The impact on search behavior for specific occupations is of great
economic importance as it is a high-stakes decision. Young people apply for apprenticeships in
very specific occupations and, if they get the apprenticeship of their choice, invest a large part
of the next three to four years of their education in learning occupation-specific skills that enable
them to perform specialized tasks. If technology can easily perform these tasks now or in the
near future, this investment will be lost and must be replaced by further investment in human
capital. It can, therefore, be assumed that expectations about such shifts in demand for specific
occupations caused by technological changes are already considered as far as possible by the
(labor) supply side, i.e., potential apprentices searching and deciding for a training occupation.
In the past, observations of skill shifts in industrialized labor markets showed, first and
most, that digitalization was skill-biased (Katz & Murphy, 1992), shifting demand from less
skilled to more skilled workers and leading to a skill upgrading of the labor force in developed
economies (Berman, Bound, & Machin, 1998). Second, digital technology increasingly
substituted workers in routine-intensive jobs while complementing workers executing non-
routine tasks (Autor, Levy, & Murnane, 2003). As a result, many labor markets experienced a
decline in routine employment and steady growth in non-routine cognitive jobs, which
2
predominantly require higher levels of education, further contributing to the ongoing upgrading
trends in developed economies (e.g., Goos & Manning, 2007; Goos, Manning and Salomons,
2009; Gschwendt, 2022). Similarly, advances in digital technologies can be considered a key
driver of widespread skill upgrading (Katz & Autor, 1999; Acemoglu & Autor, 2011; Oesch
and Rodríguez Menés 2011; Balsmeier and Woerter, 2019, as well as Pusterla and Renold,
2022), and, in turn, were more beneficial for skilled than for unskilled workers, as occupations
became more demanding and complex and thus requiring longer, higher, and better training.
Considering the labor market effects of generative AI, however, initial observations and
estimates point in a different direction than previous trends with regard to specific skills and
tasks. First empirical studies show that the use of (generative) AI leads to increased productivity
in more complex and less ambiguous tasks, with a greater impact on low-skilled than on highly
skilled workers (Acemoglu et al., 2022; Haslberger, Gingrich, & Bhatia, 2023; Brynjolfsson,
Li, & Raymond, 2023). While current analyses of job ads do not yet show a high prevalence of
jobs in which AI is used (OECD, 2023a), early estimates suggest that many occupations will
be affected by AI in the near future, with higher educated workers disproportionally exposed
(Eloundou, Manning, Mishkin, & Rock, 2023).
Generative AI particularly improved in tasks demanding literacy/reading, less so in math
skills, which is relevant for potential labor market effects, because while only between 27% and
44% of workers daily perform numeracy tasks at work, having numeracy proficiency below or
at the level of AI, almost 60% of the workforce using literacy skills daily have a proficiency
comparable to or below that of computers (numbers for countries having participated in the
PIAAC survey, see OECD, 2023b).
In a first study on the impact of the introduction of ChatGPT, DALL-E-2, and Midjourney
on labor demand, Hui, Reshef, and Zhou (2023) investigate on a large online platform the
demand for freelancers providing work that AI tools are specialized in. The authors showed that
3
the availability of these AI tools significantly decreased the employment and earnings of
exposed freelancers, with a greater negative impact on freelancers who did higher-quality work
before the tools were introduced. This could be seen as a first indication of how disruptive
generative AI can be for labor markets. Our study is complementing this study in two ways.
First, by investigating the supply-side effects of the new generative AI, i.e., how it affects the
perception of tomorrow’s workforce and how it influences their occupational choices. Second,
by investigating this for a high-stakes and long-term decision, that is, to learn specialized
occupation-specific skills for three or four years.
We find that with the launch of ChatGPT the supply of potential apprentices, in the form
of search queries for apprenticeship positions, decreases substantially by, on average, about 8
percent. While this speaks for a general uncertainty about which skills will be made redundant
by generative AI in the future, we see substantial heterogeneity for different occupations
according to cognitive requirements and task types performed in these occupations.
Occupations using primarily cognitive tasks are particularly affected by the shock in perception,
with the largest decline in supply. Similarly, those occupations with the highest language
requirements experienced the sharpest decrease in supply an area of expertise in which, at
first glance, a large language model such as ChatGPT is most likely to replace jobs. All of this
contrasts previous waves of automation, which we can also see from the fact that for the
occupations with the highest automation risk attributed in previous studies, we see the smallest
reduction in supply: This time, it’s different.
The remainder of the paper is structured as follows: In the next section, we show the
interplay between the launch of ChatGPT and how the apprenticeship market works. In Section
3, we describe the data used, and in Section 4, the empirical strategy. Section 5 shows the
empirical results, and Section 6 concludes with a discussion of the results.
4
2 The launch of ChatGPT and the Swiss apprenticeship market
With the announcement and public release of version 3.5 of ChatGPT
1
on November 30th,
2022, the public at large has been granted access to highly capable generative artificial
intelligence for the first time. The opportunity for experimentation has led both the media and
individuals to experience a major shift in their perception of the possibilities of AI from one
day to the next.
This increased attention to the possibilities of AI hit Swiss adolescents in the midst of
making a far-reaching, high-stakes decision about their educational and professional future.
After compulsory school, the majority of young people in Switzerland start a three- or four-
year apprenticeship and choose among about 240 different occupations. In an apprenticeship,
apprentices learn general skills but, most importantly, occupation-specific skills. While some
of these occupation-specific skills can be transferred to other occupations (Eggenberger,
Janssen, & Backes-Gellner, 2022), there is a considerable risk that the significant time and
financial investment of an apprenticeship may become partially worthless if some of the skills
learned can be easily substituted by AI now or in the near future.
The apprenticeship market works in many aspects comparable to a usual labor market.
Companies demand apprentices by opening vacancies; the supply side consists of individuals
who apply for those vacancies.
2
If both sides agree, a work and training contract is signed. All
apprenticeships start after the summer school holidays in a given year. Potential trainees begin
looking for an apprenticeship approximately a year before the starting date of the apprenticeship
and start signing training contracts as early as October/November of the preceding year, with a
1
When referring to «ChatGPT», we always mean ChatGPT version 3.5.
2
The interested reader is referred to, e.g., Wolter and Ryan (2011) or Muehlemann and Wolter (2020), for an
overview of the economics of the apprenticeship market.
5
peak in the spring preceding the next school year. In other words, the launch of ChatGPT 3.5
coincided with the time when most young people interested in an apprenticeship were very
concretely considering their choice of a specific occupation.
3 Data
For our research question, precisely tracking young people's career choice behavior over
time is crucial. This is possible because we can use data from the national platform for
apprenticeship vacancies. The majority of training companies operating in Switzerland
advertise their apprenticeship vacancies on this online platform.
3
Interested young people can
use this platform to search for specific professions within a certain geographical perimeter and
thus obtain information on which apprenticeships are still available from which companies. If
they are interested, they can also find the training companies' contact details so they can apply.
The search behavior on this platform is, therefore, more than just a search for information about
occupations (for which other platforms exist), but shows a concrete interest in finding an
apprenticeship in a specific occupation. All search queries on this platform are recorded and
used in this paper in an aggregated form on a daily basis, showing the number of queries by
occupation.
4
3
This proxy for labor supply was first introduced and used by Goller and Wolter (2021). The national online
vacancies platform is berufsberatung.ch (de; fr: orientation.ch; it: orientamento.ch). This is the official platform
of the Swiss Conference of Cantonal Ministers of Education for information about and search for apprenticeship
positions. There are also other, private, platforms, but the national platform, collects data on vacancies from
employers in all cantons, and is likely to be the platform that the majority of apprenticeship seekers rely on
during their search and application process.
4
Goller and Wolter (2023) show that search queries are linked to changes in the equilibrium in the apprenticeship
market. They show that increasing search queries caused by an exogenous reputation shock to some occupations
translated into significantly more signed apprenticeship contracts in the year following the shock.
6
For this research, we extracted the number of search queries from log files from the 1st of
January 2021 until the 30th of June 2023, resulting in more than 4 million observations. The
outcome variable represents the number of search queries by occupation, canton, and day and
is used in a logarithmic transformation for easier interpretation. The treatment variable is
constructed as a binary variable indicating the time before (=0) and after (=1) the public launch
of ChatGPT version 3.5 on the 30th of November 2022.
Other covariates are information on bank holidays and school vacations in each canton.
The number of open vacancies is added for each day, canton, and occupation. We also classify
occupations according to different dimensions of work content and skills used. First, for each
occupation, we use the official information from schools and career counselors on the cognitive
job requirements according to four dimensions: the language of the region, foreign languages,
math, and science.
5
Second, we classified occupations along the two dimensions of cognitive
vs. manual and routine vs. non-routine tasks (Mihaylov & Tijdens, 2019). Third, we added the
measures on automation risk and exposure to software, robots, and AI in a particular occupation
from Frey and Osborne (2017) and Webb (2019). Because there are no profiles of job
requirements available for a few occupations that can be learned through apprenticeship in
Switzerland, the subsample analyses involving this information are on a reduced sample. All
available variables can be found in the descriptive statistics in Appendix A, Table 4.
4 Empirical Strategy
When OpenAI released ChatGPT version 3.5 on the 30th of November 2022 for public
use, it was a surprise to most people. The evidence for this is that while AI as a generic topic
had already been dealt with in the media earlier, media coverage of ChatGPT and what this tool
5
Received from Anforderungsprofile.ch.
7
can achieve only started on the day of its launch. The media coverage afterward was rapid and
very broad, as the data in Figure 1 shows, and many articles dealt in detail and with practical
examples of what work could be substituted by ChatGPT.
6
Crucial to our analysis are the two
observations that before the launch of ChatGPT, only very few insiders knew about the
possibilities of this and similar AI tools, but after the launch of ChatGPT, information about it
spread rapidly. The launch of ChatGPT on November 30, 2022, can, therefore, be seen as an
exogenous information shock with a clear before and after. Therefore, the variation we exploit
in this study comes from the natural experiment of the unanticipated public launch of ChatGPT.
To investigate the causal effect in this event study, we must ensure that no other patterns
related to the timing of the public launch and search patterns in the labor market contaminate
our estimated effects. For this, we take several potential confounders into account. First, during
a year, searches for apprenticeship vacancies follow some cyclical pattern that results from the
clearing mechanisms of the apprenticeship market. Second, the maximum supply is determined
by yearly changing cohort sizes that potentially enter the apprenticeship market. Third, each
profession differs in terms of popularity. To account for all those potential concerns, we use
month, year, and occupation fixed effects. Moreover, we control for days of the week, school
vacations, and public holidays because previous work (Goller & Wolter, 2021) showed a high
and robust statistical correlation between them and our measure of the supply of apprentices.
This is particularly important in this study because of the Christmas holidays and accompanying
school vacations shortly after the announcement of ChatGPT, which otherwise could lead to
confounded effects.
6
The same can be observed when analyzing search queries on the Google search engine (Figure 3 in the
Appendix).
8
Figure 1
Media articles mentioning AI and ChatGPT before and after the introduction of ChatGPT 3.5
Notes: Number of media articles by month that include the terms “AI” (in German: “Künstliche Intelligenz”) and
“ChatGPT” in Switzerland. Only media in the German language is considered. Among “media,” there are
mainly newspaper articles and radio or TV shows for which the transcript is archived in the media
archive. The grey line shows the introduction of ChatGPT.
We assess the credibility of this specification to estimate causal effects in multiple ways.
First, we assess the sensitivity toward including different covariates in the model. Second, we
use different samples and different time periods to estimate the effects in robustness checks.
Third, we investigated if the demand side influences the effect, i.e., by offering more or fewer
vacancies. Fourth, in a placebo treatment exercise, we investigate a pseudo-treatment for the
days/weeks before the public deployment of ChatGPT.
9
5 Empirical Results
5.1 Before-After Analysis
Table 1
Before-After Analysis of the Introduction of ChatGPT on Labor Supply; Sensitivity of Effects
(1)
(3)
(4)
ChatGPT
-0.058***
(0.012)
-0.079***
(0.010)
-0.078***
(0.010)
School vacation
-0.095***
(0.008)
-0.083***
(0.007)
Public holiday
-0.107***
(0.010)
-0.100***
(0.009)
Month FE
X
Year FE
X
X
Occupation FE
X
Day of the week
X
X
Canton FE
X
Occupation by month FE
X
Sample
01.01.2021 30.06.2023
N
4,611,880
4,611,880
4,611,880
Notes: Linear regression. The outcome is the log of the number of search queries by day, canton, and occupation.
Standard errors are clustered on the occupation level. Every regression includes a binary indicator for the
days the platform was the victim of a hacker attack. *, **, and *** indicate statistical significance at the
10, 5, and 1% level, respectively.
Table 1 shows the impact of the shock on perceptions about the capabilities of AI
substituting human tasks, measured by the introduction of ChatGPT on the supply of
apprentices, with and without the inclusion of potential confounders. Controlling for the most
important confounders, like month, year, and occupation fixed effects (column 2), we find a
coefficient of -0.075, which can be interpreted as 7.5 % fewer search queries following the
public launch of ChatGPT. The result is robust to including additional controls in models 3 and
10
4.
7
In further robustness checks (Appendix B.2, Table 5), we can show that the effect is robust
to different sample specifications and to controlling for the number of vacancies (the demand
side). Moreover, in contrast to the supply of potential apprentices, we do not find a statistically
significant impact of the introduction of ChatGPT on the demand for apprentices.
Figure 3 in Appendix B.1 shows the temporal variation of the impact in the weeks that
immediately followed the introduction of ChatGPT. The effect is immediately visible, and the
magnitude of the effect increases over the first weeks. Importantly, for the weeks before the
launch, conducting a placebo-treatment estimation, we find a zero effect of the pseudo-
treatment, i.e., no anticipation effect.
5.2 Task-type intensity
The influence on the aggregated searches for apprenticeship vacancies shows an effect
that can be understood as a general shock because young people looking for an apprenticeship
do not know what to do. On the other hand, it is evident that the possibilities opened up by
generative AI, such as Chat GPT, with regard to the substitution (or complementation) of work
tasks affect individual occupations very differently. For this reason, we turn to the potential
heterogeneity of the effect according to different categories and types of occupations. To
investigate this, we conduct our analyses separately for professions that predominantly contain
certain task types that are more or less in danger of skill obsolescence due to generative AI.
Table 2 shows the estimates for different subsamples of occupations classified as
predominantly routine versus non-routine and manual versus cognitive jobs. While the effects
on the search for predominantly routine vs. non-routine jobs are almost identical, we find
remarkable differences when comparing the impact on the search for more manual vs. more
7
We use model 3 as our baseline specification in the following analyses.
11
cognitively demanding jobs, with the largest decline in searches for routine cognitive jobs by
far.
Table 2
Subsamples; Automationrisk and Task-types
(1)
(2)
(3)
(4)
Routine
Non-Routine
Manual
Cognitive
ChatGPT
-0.077***
(0.023)
-0.080***
(0.010)
-0.054***
(0.005)
-0.142***
(0.033)
N
1,552,980
3,058,900
3,317,730
1,294,150
Routine
Manual
Routine
Cognitive
Non-Routine
Manual
Non-Routine
Cognitive
ChatGPT
-0.030***
(0.006)
-0.184**
(0.070)
-0.065***
(0.006)
-0.118***
(0.033)
N
1,082,380
470,600
2,235,350
823,550
Notes: Linear regression. The outcome is the log of the number of search queries by day, canton, and occupation.
Standard errors are clustered on the occupation level. Each regression uses the same specification as in
Table 1, column (3). *, **, and *** indicate statistical significance on the 10, 5, and 1% level,
respectively.
Figure 2 shows how the effects for manual and cognitive jobs evolve in the short term
over the first ten weeks after the public launch of ChatGPT (vertical line). Although both
categories of jobs experience a decrease in the search activity for vacancies, there is a
statistically significant difference in the effect size after the 4th week. The overall negative effect
can be seen over the entire time span of ten weeks following the launch of ChatGPT. Before
the introduction of ChatGPT, both estimates were close to zero. This further indicates that there
was no anticipation effect before the event, and both types of jobs followed similar pre-trends.
8
8
In a differences-in-differences estimation in Appendix C, Figure 4, we show that there are significant differences
between cognitive and manual jobs. While both groups of jobs follow similar pre-trends, we cannot claim manual
jobs to be completely unaffected by the event. This might be due to general uncertainty about which skills
12
Figure 2
Event Study (Before-After Analysis) by Manual- vs. Cognitive-type Jobs
Notes: The vertical line represents the introduction of ChatGPT version 3.5 on November 30th, 2022.
Occupations are divided into jobs that primarily feature manual or cognitive tasks (based on Mihaylov &
Tijdens, 2019). On the left side, placebo treatment effects for the x weeks before the introduction are
estimated. Each point refers to a point estimate of a separate linear regression (using column (3) model
specification, Table 1). The whiskers mark the 90% confidence intervals, with standard errors clustered
on the occupation level.
5.3 Occupational requirements
To complete the picture of which occupations are most affected, we classify occupations
according to their cognitive requirements in four different school-type subjects. We
differentiate the impact of ChatGPT along the four quartiles of requirements in the local
language, foreign languages, math, science, and a combined measure of the four competencies
(overall requirements).
become obsolete with generative AI. Consequently, the assumptions for a difference in difference model are
arguably not fulfilled, and the analysis is relegated to the appendix.
13
Table 3
Subsample effects by quartiles of occupational requirements
(1)
(2)
(3)
(4)
Requirements...
Lowest
low
high
highest
...overall
ChatGPT
-0.058***
(0.010)
-0.065***
(0.011)
-0.073**
(0.029)
-0.142***
(0.039)
... in local language
ChatGPT
-0.053***
(0.009)
-0.049***
(0.007)
-0.081***
(0.013)
-0.151***
(0.046)
... in foreign language
ChatGPT
-0.055***
(0.007)
-0.056***
(0.008)
-0.062***
(0.015)
-0.160***
(0.045)
... in math
ChatGPT
-0.127***
(0.029)
-0.103**
(0.040)
-0.048***
(0.008)
-0.061***
(0.011)
... in science
ChatGPT
-0.112***
(0.040)
-0.084***
(0.029)
-0.058***
(0.014)
-0.084***
(0.012)
Notes: Linear regressions on the outcome, the log of the number of search queries by day, canton, and
occupation. Here, a reduced sample of occupations is used for which we observe the occupational
requirements (N=3,623,620). Subsamples are analyzed in the four columns by splitting the sample into
four quartiles, each about 25% of observations according to the requirements in the respective skill.
Requirements are weighted by their relevance for each profession. Standard errors are clustered on the
occupation level. *, **, and *** indicate statistical significance on the 10, 5, and 1% level, respectively.
Table 3 provides the results for the estimations on those occupations in the respective
requirements quarter. In line with expectations, because ChatGPT is, at first sight, useful for
language-related tasks, the decrease in search queries for jobs with the highest requirements in
the local and foreign languages is the largest. Because most apprenticeships have high
requirements for language, this also translates into having the biggest negative impact on the
14
occupations with the highest overall requirements. In contrast to languages, occupations with
the lowest requirements in mathematics and natural sciences recorded the biggest drop in search
queries.
5.4 Prevalent Automation Risk Measures
To complete the picture, we investigate how supply is affected for subsets of occupations
categorized according to prevalent automation risk and exposure estimations. Table 6 in
Appendix B.2 presents estimations for a breakdown of occupations according to the risk of
substitution by automation, software, robots, or AI, as proposed by Frey and Osborne (2017)
and Webb (2019). Even though the standard errors for the occupations that were assigned a low
risk of substitution in all classifications are quite high, all effect sizes point in the direction that
search activities were negatively affected by the launch of ChatGPT in these occupations in
particular, generally more so than in those occupations that were previously considered to be
under threat.
6 Discussion and Conclusion
In this paper, we present the first causal evidence of the influence of the availability of
generative AI on the career choice behavior of young people. On the one hand, the launch of
ChatGPT triggered lasting uncertainty, which led to a slump in search queries for apprenticeship
vacancies in general. What is far more interesting, however, is that the individual professions
were affected by the slump to very different degrees. As expected, occupations with high
cognitive requirements in terms of language skills were significantly more affected than those
with high requirements in terms of mathematical skills and, as was also to be expected,
occupations with a high proportion of manual tasks were less affected by the decline than
occupations with a high proportion of cognitive tasks. Compared with previous estimates on
the substitutability of jobs by computer, robot, or AI technology, the results ultimately indicate
15
that search queries fell less sharply in occupations traditionally considered at high risk of
substitutability.
As far as the latter is concerned, two explanations are possible. On the one hand, it is
possible that the risk of substitutability in occupations with a traditionally high risk was already
present in the minds of young people, and therefore, no additional shock was triggered by
ChatGPT. On the other hand, they may assume that generative AI will now affect occupations
that were previously considered low risk, rather than those always considered high risk. In other
words, generative AI is seen as a "game changer" in the interplay between digitalization and
developments in the labor market.
Only time will tell whether the young people who are faced with a high-stakes decision,
that is, in which job-specific skills they want to invest in the next three to four years of training,
are right or wrong in their assessments. At the very least we can now see that they have radically
changed their assessments of how specific professions will be affected by the possibilities of
AI through the use of tools such as ChatGPT. In another paper with data on apprenticeship
search (Goller & Wolter, 2023), we were able to show that shocks to the supply of young people
for apprenticeships of a comparable level can have a significant impact on the equilibrium later
on, i.e., more or fewer apprenticeship contracts are concluded. Therefore, future research will
also be necessary to see whether the availability of generative AI will lead to major shifts in the
apprenticeship market.
16
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Appendices
Appendix A: Descriptive statistics
Table 4
Descriptive Statistics
Mean
Std. dev.
Panel A: Full sample (N= 4,611,880)
Log (Search Queries)
0.373
(0.793)
Public holiday
0.026
(0.159)
School vacation
0.243
(0.429)
ChatGPT
0.235
(0.424)
Automation risk
0.673
(0.255)
Routine task intensity score
-0.218
(0.682)
Routine job
0.337
(0.473)
Manual task intensity score
0.273
(0.699)
Software exposure percentage
0.511
(0.217)
Robot exposure percentage
0.755
(0.567)
AI exposure percentage
0.438
(0.193)
Panel B: Sample May 2021 June 2023 (N= 3,893,760)
Log (Search Queries)
0.368
(0.787)
Public holiday
0.026
(0.158)
School vacation
0.247
(0.431)
Open vacancies
8.408
(29.042)
ChatGPT
0.273
(0.446)
Panel C: Reduced sample (N= 3,623,620)
Log (Search Queries)
0.410
(0.841)
Overall intensity
31.390
(8.428)
Own language intensity
38.976
(15.059)
Foreign language intensity
10.070
(11.718)
Math intensity
36.947
(16.889)
Science intensity
39.567
(13.431)
Notes: Log (Search Queries) is the log of the number of search queries by day, canton, and occupation. Std. dev.
= Standard deviation.
19
Figure 3
Google Searches before and after the introduction of ChatGPT 3.5
Notes: Search intensity on the Google search engine for the terms “AI” and “ChatGPT” in Switzerland. An
Index of 100 shows the highest search intensity; lower values represent proportionally smaller numbers of
searches. The grey line shows the introduction of ChatGPT.
20
Appendix B: Additional Results
Appendix B.1: Average effects over time
Figure 4
Before and after the introduction of ChatGPT 3.5, all occupations; average effect
Notes: Linear regression based on Specification in Column (5) in Table 1. Effects for the t weeks before/after the
introduction of ChatGPT 3.5 (in t=0). 90 % confidence intervals based on standard errors clustered on the
occupation level.
21
Appendix B.2: Subsample results
Table 5
Before-After Analysis of the Introduction of ChatGPT; Different subsamples
(1)
(2)
(3)
(4)
(5)
Search
Queries
Search
Queries
Search
Queries
Search
Queries
Open
Vacancies
ChatGPT
-0.079***
(0.010)
-0.084***
(0.013)
-0.079***
(0.008)
-0.082***
(0.008)
0.325
(0.373)
School vacation
-0.095***
(0.008)
-0.102***
(0.009)
-0.092***
(0.008)
-0.088***
(0.007)
-0.412***
(0.061)
Public holiday
-0.107***
(0.010)
-0.117***
(0.012)
-0.099***
(0.009)
-0.096***
(0.009)
-0.648***
(0.108)
Open vacancies
0.007***
(0.001)
Month FE
X
X
X
X
X
Year FE
X
X
X
X
X
Occupation FE
X
X
X
X
X
Day of the week
X
X
X
X
X
Sample (time)
01.01.2021 30.06.2023
06.05.2021 30.06.2023
Sample (occupations)
All
Reduced
All
All
All
N
4,611,880
3,623,620
3,893,760
3,893,760
3,893,760
Note: Linear regression. Column (1) is the baseline estimation for comparison from Table 1. The outcome in
columns (1) (4) is like in the main analysis (Search Queries). The outcome in column (5) is the number
of open vacancies by day, canton, and occupation. Standard errors are clustered on the occupation level.
*, **, and *** indicate statistical significance at the 10, 5, and 1% level, respectively.
22
Table 6
Subsamples; Automationrisk and Task-types
(1)
(2)
(3)
Panel A: Automation risk (Frey & Osborne, 2017)
low
medium
high
ChatGPT
-0.113***
(0.024)
-0.082***
(0.010)
-0.069***
(0.016)
N
400,010
1,129,440
2,705,950
Panel B: Exposure measures (Webb, 2019)
B.1 Software exposure
low
medium
high
ChatGPT
-0.105***
(0.030)
-0.066***
(0.007)
-0.066***
(0.008)
N
1,458,860
1,600,040
1,552,980
B.2 Robot exposure
low
medium
High
ChatGPT
-0.102**
(0.025)
-0.078***
(0.018)
-0.057***
(0.006)
N
1,458,860
1,600,040
1,552,980
B.3 AI exposure
low
medium
high
ChatGPT
-0.102***
(0.029)
-0.062***
(0.007)
-0.072***
(0.009)
N
1,529,450
1,529,450
1,552,980
23
Appendix C: Difference in Differences estimation
Figure 5
Difference in Differences (Cognitive vs. Manual)
Notes: Linear regression of differences-in-differences between cognitive-type (more affected) and manual-type
(not/less affected) jobs. Arguably, the assumption of not affected manual-type jobs is not valid.
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