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What is an AI worker? Evidence from Matched Vacancy-Hires

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  • Hellsten, Mark

    (The Ratio Institute)

Abstract

Despite growing policy interest in AI workforce development, surprisingly little is known about what defines these workers, or indeed if they differ from their occupational peers. Using a novel matched vacancy-hire dataset linking Swedish job postings to the individuals hired to fill them, drawn from register data on the entire Swedish population, I study the characteristics of workers who develop and apply AI. Observable traits including high cognitive ability, a tertiary degree in STEM subjects, and a recent migrant background largely explain occupational sorting. Of these, only higher education, prior AI experience, and a science degree set them apart within occupation. I then use earnings as a window onto unobservable differences: AI workers earn approximately 5% more than their peers, entirely explained by firm-level wages. However, AI workers with a doctorate degree stand out sharply in both traits and earnings, indicating that AI workers split into segments that differ by the complexity of their skills and tasks. Taken together, these results point to two distinct policy levers: the supply of average AI workers, termed AI integrators, can be expanded via STEM education participation, while the elite AI developers are supplied by researchers moving to the private sector.

Suggested Citation

  • Hellsten, Mark, 2026. "What is an AI worker? Evidence from Matched Vacancy-Hires," Ratio Working Papers 393, The Ratio Institute.
  • Handle: RePEc:hhs:ratioi:0393
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    JEL classification:

    • D22 - Microeconomics - - Production and Organizations - - - Firm Behavior: Empirical Analysis
    • J24 - Labor and Demographic Economics - - Demand and Supply of Labor - - - Human Capital; Skills; Occupational Choice; Labor Productivity
    • M20 - Business Administration and Business Economics; Marketing; Accounting; Personnel Economics - - Business Economics - - - General
    • O33 - Economic Development, Innovation, Technological Change, and Growth - - Innovation; Research and Development; Technological Change; Intellectual Property Rights - - - Technological Change: Choices and Consequences; Diffusion Processes

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