Goldman Sachs
Investment bank publishing the landmark 25,000/month AI displacement model; Glasswing partner with Mythos access.
Last refreshed: 28 April 2026 · Appears in 3 active topics
Goldman's models now move both oil markets and the AI jobs debate , who holds them accountable?
Timeline for Goldman Sachs
Mentioned in: Brent $106 on summit Day 1; buffers near exhaustion
Iran Conflict 2026Mentioned in: Aramco CEO: no oil normality until 2027
Iran Conflict 2026Noted the structural Hormuz premium will persist beyond any ceasefire until written rules of engagement exist
Iran Conflict 2026: Brent closes $107.05 into Beijing summitMentioned in: Aramco warns of a 17.5% shock
Iran Conflict 2026Mentioned in: Brent breaks $101 Hormuz floor at $104.71
Iran Conflict 2026- How many jobs is AI cutting per month according to Goldman Sachs?
- Goldman's April 2026 research found AI substitutes 25,000 US jobs per month while creating about 9,000, a net loss of 16,000 positions monthly. Over twelve months that implies roughly 300,000 actual substitutions.Source: Goldman Sachs research, 6 April 2026
- What did Goldman Sachs find about early career AI displacement?
- A 40-year Goldman analysis found workers aged 25-35 displaced early in their careers earn 10 percentage points less than never-displaced peers over the following decade. Gen Z recovers faster due to occupational mobility but faces wider immediate unemployment gaps.Source: Goldman Sachs, 6 April 2026
- What is Goldman Sachs predicting for oil prices?
- Goldman projected Brent could breach $147.50 (the 2008 record) if Hormuz stayed disrupted for 60 days. It peaked at $126. Goldman later cut its Q2 forecast to $90 after the Ceasefire.Source: Goldman Sachs research
- Does Goldman Sachs think there will be a US recession?
- Goldman put US recession probability at 25% in March 2026, driven by oil prices above $110 and the Iran war's impact on supply chains.Source: Goldman Sachs
- What is Project Glasswing and is Goldman Sachs involved?
- Project Glasswing is Anthropic's restricted access programme for Claude Mythos Preview, limited to 12 partner organisations receiving $100 million in model credits. Goldman Sachs is one of those 12 partners.Source: Lowdown
- What is Goldman Sachs forecasting for oil prices in the Iran war?
- Goldman Sachs commodities analysts have published Brent price trajectory forecasts under sustained Hormuz disruption scenarios. With Brent at $108.11 by Day 60, their modelling has been among the most cited in conflict market coverage.Source: Goldman Sachs Research
- How many jobs does Goldman Sachs say AI will displace?
- Goldman Sachs Research estimated that AI could displace approximately 25,000 US jobs per month, a landmark figure that entered the public debate as a benchmark for AI-driven labour market disruption.Source: Goldman Sachs Research
- What is Goldman Sachs?
- Goldman Sachs is one of Wall Street's two dominant full-service investment banks, founded in 1869, operating across investment banking, securities, asset management and consumer finance.
Background
Goldman Sachs has featured in the Iran conflict primarily through its commodities and AI displacement research. Its analysts have published forecasts on Brent price trajectories under sustained Hormuz disruption scenarios. With Brent at $108.11 by Day 60 of the conflict, Goldman's energy-price modelling has been among the most cited in market coverage. Simultaneously, Goldman's landmark estimate that AI could displace 25,000 jobs per month — produced by the same research division — has fed into the broader debate about whether the war's economic costs are being absorbed by an already-contracting labour market. The convergence of commodity forecasting and AI displacement modelling from the same institution makes Goldman an unusual cross-topic reference point.