「那些真心相信自己拥有3倍或5倍生产力倍增效应的CEO们,会疯狂招人,争先恐后地抢占市场份额,以免竞争对手也发现同样的伎俩。
他们会积极进行再投资,拓展到相邻市场,以与所谓突破规模相匹配的速度进行建设。这种行为不仅体现在新闻稿中,还会体现在资本配置上。
相反,目前的模式是裁员、股票回购、创纪录的利润率以及关于转型的采访。言辞上说着革命,而实际行动却表明我们对此缺乏足够的信心,无法真正投入资金。」

AI and the Productivity Fallacy
There is a lot of hype around AI right now. A lot. You cannot open LinkedIn, sit through an earnings call, or read a business publication without being bludgeoned by the same message, which is that AI is a 10x productivity unlock, a paradigm shift, a once-in-a-generation moment that will

