王淮：只有两扇通往AI未来的门，一扇在美国一扇在中国丨2025尾声

Core Viewpoint - The article emphasizes the critical importance of adapting to AI technologies for survival and success in the evolving landscape of investment and business, highlighting the need for a shift in mindset and operational workflows to embrace AI fully [2][3][28]. Part 01: Competition Between the US and China - The article discusses the historical context of AI, noting that a decade ago, the potential of AI was often dismissed, but it is now recognized as essential for individual and collective survival [6]. - It identifies two key players in the AI landscape: the US, known for its innovative spirit and ability to create from scratch, and China, which excels in scaling and execution [7][8]. - The concept of "含华量" (Chinese by volume) is introduced, indicating a competitive dynamic where the US has a significant proportion of Chinese talent in AI, while China has a fully Chinese talent pool [10][11]. Part 02: Reevaluating Human Value - The article predicts that by 2030, 30% of current jobs will be replaced by AI, with further increases expected by 2040 and 2050, leading to a fundamental restructuring of the workforce [14]. - It argues that AI's ability to replicate creative processes challenges the notion of unique human value, prompting a reevaluation of what constitutes irreplaceable human contributions [15][16]. - The necessity of integrating AI into daily workflows is emphasized, with a call for individuals and organizations to adopt an "AI-first" approach to remain competitive [17]. Part 03: Distinguishing Between Types of Bubbles - The article differentiates between two types of market bubbles: "soap bubbles," which leave no value when they burst, and "beer bubbles," which enhance the experience of the underlying product [19]. - It acknowledges the current hype around AI but suggests that there are substantial underlying values in certain sectors, particularly in robotics and automation [20][21]. - The future of factories is envisioned as highly adaptable environments where robots can quickly switch tasks, driven by advancements in AI and supply chain efficiencies [21][22]. Part 04: Globalization in Transition - The article discusses the historical cycles of global leadership and suggests that the next few decades may see a shift in power dynamics, with a focus on the interplay between AI development and geopolitical changes [25][26]. - It highlights the importance of understanding and leveraging AI advancements in conjunction with global resource integration to create significant value [26]. - The article concludes with a call for entrepreneurs to adapt and innovate in the face of these changes, emphasizing the need for a mindset shift to thrive in a new era [27][28].