三位重量级嘉宾围绕 AI 热潮展开激烈辩论：技术能力虽快速进步，但商业闭环远未成形；应用收入滞后于万亿级基础设施投入，资本周期、折旧与搁浅资产风险正在累计；生产力提升缺乏可靠测量，就业冲击因缺乏真实闭环而尚未显现；能源供给成为长期瓶颈。判断 AI 是否跑偏，需盯住五条线：能力、效率、资本回报、产业闭环与电力基础设施。近日，三位来自不同领域的重量级人物坐到了一张桌前：曾提前预见 2008 年金融危机...
Source Link三位重量级嘉宾围绕 AI 热潮展开激烈辩论：技术能力虽快速进步，但商业闭环远未成形；应用收入滞后于万亿级基础设施投入，资本周期、折旧与搁浅资产风险正在累计；生产力提升缺乏可靠测量，就业冲击因缺乏真实闭环而尚未显现；能源供给成为长期瓶颈。判断 AI 是否跑偏，需盯住五条线：能力、效率、资本回报、产业闭环与电力基础设施。近日，三位来自不同领域的重量级人物坐到了一张桌前：曾提前预见 2008 年金融危机...
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