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The efficiency gains brought by AI far surpass those of railways (exponentially). Railways solved the problem of transport capacity; an inaccurate analogy is that they increased transport capacity and speed by an order of magnitude (based on horses). AI solves the problem of intellectual capacity, increasing human intelligence by an order of magnitude, and it continues to grow. It allows everyone to become an Einstein, Edison, or Musk. If Watt propelled the Industrial Revolution, Einstein shaped modern physics, the Silicon Valley Eight ignited the semiconductor revolution, Musk launched space exploration, and the Turing Award-winning AI trio initiated the artificial intelligence revolution, then AI will be able to create (or replace) such people on a massive scale with exponential capabilities. The growth potential that AI has already brought is beyond human control. The growth potential that AI will bring may be beyond human comprehension.

Herman Jin
@ShanghaoJin
12-20
市场上的质疑本质上: 要么a.质疑AI提高生产效率; 要么b.质疑过度CapEX本身 回顾一下历史,铁路问世后,英德美三国各自都各自经历了10-15y占4-6%GDP的CapEX周期 只要提升生产率是实实在在的,有ROE和Margin,资本/国家主导就会持续投入。过度CapEX也没见大铁路破产啊 AI效率提升至少是铁路级别的
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