Companies that invest more in AI are also seeing greater workforce expansion: Firms with the highest AI spending posted a +10.2% increase in headcount over the last 2 years, according to a study covering ~22,000 US companies. At the same time, entry-level jobs rose +12.0% on average among these firms. Job gains typically accelerate 6-12 months after a surge in AI spending. By comparison, firms with low AI adoption saw headcount remain roughly unchanged over the same period. In other words, companies that materially invest in AI tend to see stronger hiring, but only once investment reaches a level sufficient to unlock productivity gains. AI is reshaping where hiring happens.(The Kobeissi Letter)