杰夫·贝佐斯：AI正处于产业泡沫之中，但社会将从这项技术中获利

Core Viewpoint - The current investment boom in artificial intelligence (AI) is viewed as a "good bubble" by Amazon founder Jeff Bezos, suggesting that despite potential market crashes similar to the 2000 internet bubble, it will yield significant long-term benefits for society [1][2] Group 1: Perspectives on AI Investment - Bezos emphasizes that the AI investment wave is fundamentally different from pure financial bubbles, likening it to the industrial revolutions that propelled the internet and biotechnology [1][2] - He cites historical examples, noting that the infrastructure investments during the internet bubble still provide value today, and innovations from the biotechnology boom have saved countless lives [2] - Bezos acknowledges the difficulty investors face in distinguishing between "good ideas and bad ideas," leading to widespread funding across various AI projects, but asserts that AI is real and will transform every industry [2] Group 2: Cautionary Views from Industry Leaders - David Solomon, CEO of Goldman Sachs, expresses a more cautious stance, recognizing AI's potential to enhance productivity while warning that the influx of capital may not yield expected returns [3] - Solomon reflects on the uncertainty of whether a bubble has formed, referencing the market conditions of 1998, where concerns about bubbles existed but the market continued to rise for three more years [3] - Both leaders maintain an open attitude towards the long-term prospects of AI technology, with Bezos framing the AI boom as an "industrial bubble" that can leave a valuable legacy, while Solomon focuses on the potential risks within the current investment climate [3]