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The rise of 'conspicuous waiting': The 19th-century economic theory that explains why Gen Z posts their place in line

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Tim Cook signed off on his final Apple earnings call with a warning about a ‘100-year flood’ in memory chip pricing

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He worked 100-hour weeks to save a nearly bankrupt boat company. At 83, he’s just turned down $400 million for it—and gave it all to charity instead
SuccessCareers

Just 5% of workers have this skill, according to Google, and they’re 4.5 times as likely to have a higher salary

Preston Fore
By
Preston Fore
Preston Fore
Success Reporter
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Preston Fore
By
Preston Fore
Preston Fore
Success Reporter
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February 19, 2026, 9:20 AM ET
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The C-suite is pushing for AI productivity gains, but only 40% of workers are using the technology—or getting the proper training, according to a new Google report.valentin russanov—Getty Images
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Artificial intelligence may dominate the conversation in boardrooms and break rooms alike—but a new Google report suggests most workers still haven’t adopted the technology en masse.

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In a study conducted with Ipsos and shared exclusively with Fortune, Google found that just two in five U.S. workers (40%) are even casually using AI on the job. Only 5% are considered “AI fluent,” meaning they’ve redesigned or reorganized significant portions of their work with the technology.

That gap appears to have real career implications. Workers who are AI fluent are 4.5 times as likely to report higher wages and four times as likely to report a promotion attributed to their ability to use AI, as compared with workers who are still in the early stages of using the technology.

But among those not using AI at work, the top barrier was relevance: 53% said they don’t think AI applies to what they do. Adoption also lags among small businesses, rural workers, and frontline employees—groups that could face the steepest climb as AI-driven productivity baselines rise.

While fears of immediate, widespread job replacement have cooled in recent months, Google’s data points to the possibility of workers being left behind if they are not properly trained. Just 14% of workers have been offered AI training by their employer in the past 12 months, and only 37% say that their organization provides guidance on AI use at work.

Fabien Curto Millet, Google’s chief economist, acknowledged it will take more time for AI to be integrated into day-to-day workflows—but warned that waiting has consequences.

“Failing to invest in training means running the risk of losing ground to competitors who are already reaping these rewards,” Curto Millet told Fortune. “Employers should consider what happens when their competitors are the ones achieving that kind of jump in quality and efficiency first.”

The race for AI fluency—and what it means for the workforce

The findings come more than three years after ChatGPT arrived—followed by a wave of generative AI tools, from Claude to Gemini to Copilot. In that time, corporate pressure to squeeze more productivity out of workers has only intensified.

Google CEO Sundar Pichai has pushed employees to move faster on AI adoption, arguing that the current moment demands staying ahead of the curve.

“Anytime you go through a period of extraordinary investment, you respond by adding a lot of headcount, right?” Pichai said, according to CNBC. “But in this AI moment, I think we have to accomplish more by taking advantage of this transition to drive higher productivity.”

Google is also placing a bet on more structured upskilling. The company is launching a new AI Professional Certificate, an eight-hour program focused on applying AI to research, content creation, and data analysis. Major companies, including Walmart, Colgate-Palmolive, and Deloitte are set to offer the certificate at no cost to their employees.

Donna Morris, Walmart’s chief people officer, told Fortune the company views AI as a shift that changes how work gets done—not a reason to sideline workers.

“We all have to change. That’s an ongoing need, but we all have the opportunity to lean into what that new future is,” Morris said. 

“I think new jobs will be created. I think new businesses will be created. I think the way we will do things will change. But that’s not to say that humans are going to be left behind.”

How Gen Z can get ahead in an AI-powered world

For young people staring down an uncertain job market—and navigating an education system still scrambling to keep pace with workforce demands—Curto Millet’s advice is simple: Learn AI aggressively, but don’t treat it as a substitute for human judgment.

“I encourage young people to gain experience and accumulate judgment as fast as they can—leaning into human skills that will remain invaluable going forward,” he said, adding that historically, young people are the ones who benefit the most from technological change.

That message was echoed by Matt Sigelman, president of the Burning Glass Institute, a workforce research organization. Gen Z, he said, shouldn’t sideline foundational skills like critical thinking, empathy, and strategic decision-making—even as they sharpen their technical chops. The goal isn’t to compete with AI, but to use it as a force multiplier.

“While being able to vibe code some new spreadsheet tracker app is interesting and a good skills-building exercise, it’s unlikely to help you do your job bigger and better,” Sigelman told Fortune. “But using AI to help generate new ideas, prototype concepts, and automate manual work so you can focus on higher-value activities will be the key to thriving alongside an AI-supported workforce.”

And even as some employers hollow out entry-level roles, Curto Millet said companies shouldn’t miss what early talent can uniquely offer as a tech-native generation.

“If nothing else, I am routinely struck by how remarkably well versed young people are in AI,” Curto Millet said. “Organizations would do well to continue to secure young talent, who can then engage in ‘reverse mentorship’ and help upskill the organization in the most cutting-edge ways to use AI.”

The Fortune 500 Innovation Forum will convene Fortune 500 executives, U.S. policy officials, top founders, and thought leaders to help define what’s next for the American economy, Nov. 16-17 in Detroit. Apply here.
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Preston Fore
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Preston Fore is a reporter on Fortune's Success team.

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