On November 20th American statisticians released the results of a survey. Buried in the data is a trend with implications for trillions of dollars of spending. Researchers at the Census Bureau ask firms if they have used artificial intelligence “in producing goods and services” in the past two weeks. Recently, we estimate, the employment-weighted share of Americans using AI at work has fallen by a percentage point, and now sits at 11% (see chart 1). Adoption has fallen sharply at the largest bus...