Core Insights - The emergence of Artificial General Intelligence (AGI) represents a significant shift in the relationship between labor and capital, potentially redefining human value in society [3][5][12] - The traditional social contract based on labor exchange for survival and dignity may collapse as AGI can perform all forms of labor, leading to a re-evaluation of human identity and worth [4][6][12] - The concentration of power and wealth may intensify, creating a static society where those with capital and AI resources dominate, while the majority become irrelevant [6][7][16] Group 1: Redefinition of Labor and Identity - AGI could replace human roles in various professions, leading to existential questions about personal identity and value [2][3] - The historical reliance on human labor for value creation will be challenged, as capital can directly purchase outcomes without human intermediaries [3][5] - The shift from labor-based identity to a focus on unique human experiences, values, and perspectives is essential for redefining human worth in an AGI-dominated world [11][18] Group 2: Power Dynamics and Social Structure - The rise of AGI may lead to a final transfer of power, eliminating the need for human resources in societal changes, which historically relied on human labor [5][6] - The potential for a static society where wealth and power are concentrated among a few who control AI technologies raises concerns about social mobility and equity [6][12] - The implications of AGI on governance could reduce the need for human involvement in political processes, risking the erosion of democratic checks and balances [6][7] Group 3: Human Value in an AGI World - The unique human traits of context understanding, value judgment, emotional depth, and creativity may become the new basis for human value as AGI takes over labor [8][10][11] - The challenge lies in maintaining human dignity and purpose in a world where traditional labor roles are obsolete [18][20] - The future may require a shift from viewing human value through the lens of productivity to recognizing the intrinsic worth of human experiences and perspectives [11][20] Group 4: Potential Paths Forward - Three potential paths are identified: adaptation to redefine identity, resistance through regulation and wealth redistribution, and transcendence via human-technology integration [19] - The urgency of addressing these challenges is emphasized, as the rapid advancement of AGI technology may outpace societal adaptation [15][16] - The choices made now will significantly influence the future societal structure and the role of humans in an AGI-driven world [14][20]

Core Insights - The article emphasizes the importance of embracing AI with curiosity and optimism rather than fear, suggesting that AI will enhance human creativity and productivity rather than replace jobs [3][4] - It highlights the necessity for individuals to adapt and learn new skills, particularly in programming and social skills, to thrive in an AI-driven future [5][6] - The discussion includes the potential for new entrepreneurial opportunities in the AI space, predicting the emergence of new tech giants in the next 5 to 10 years [11][12] AI Integration and Future Work - AI tools are expected to become ubiquitous, with every engineer using at least one co-pilot agent by 2025, marking a new standard in professional development [8] - The article suggests that while AI will automate many tasks, human creativity and social skills will remain crucial for success [5][6] - There is skepticism about the feasibility of universal basic income (UBI) due to inherent human competition and the physical limitations of producing all necessary goods [9][10] Entrepreneurial Opportunities - The article posits that there will be significant opportunities for startups to create new companies that could rival existing tech giants, provided they find unique, technology-enabled paths [11][12] - It encourages entrepreneurs to focus on underexplored sectors where AI can create unique value, rather than trying to replicate existing successful companies [13][14] - The healthcare and education sectors are highlighted as areas ripe for transformation through AI, with potential for improved efficiency and personalized experiences [15] Skills for the AI Era - The article stresses the importance of programming skills and creative thinking, suggesting that early adopters of AI tools will have a competitive advantage [5][6] - It advocates for a balance between technical skills and social skills, emphasizing that understanding human insights will be key in leveraging AI effectively [12][13] - The need for a foundational understanding of mathematics and logical reasoning is acknowledged, even as tools like calculators and AI become prevalent [6]

"我一点也不担心超级 AI，我担心的是愚蠢 AI。" 文丨曾梦龙 编辑丨钱杨 黄俊杰 10 月 14 日，达龙·阿西莫格鲁（Daron Acemoglu）在希腊雅典一家酒店的阳台上，接到了诺贝尔奖委员会的电话。"人们很早就说过你会获奖，你一定想到了 这一刻的到来。" 工作人员说。 阿西莫格鲁近年来一直是诺奖热门人选。对熟悉经济学的人来说，他得奖并不让人意外。他和合作者西蒙·约翰逊（Simon Johnson）、詹姆斯·A. 罗宾逊 （James A. Robinson）因对 "制度如何形成并影响繁荣" 的研究共享 2024 年诺贝尔经济学奖。 阿西莫格鲁回答，"你可以做梦，但永远不会想到它会发生。这是一件美妙的事情。" 获奖前的一两年里，阿西莫格鲁的名字频繁与 "AI" 一同出现在新闻标题里。阿西莫格鲁认为现在整个行业陷入 "通用人工智能"（AGI）的竞赛，希望利用这 项技术实现自动化、创造数字广告收入的发展方向错了，疯狂买入英伟达显卡只是在浪费钱。他的观点影响了高盛在今年 6 月的报告《通用 AI：花得太多； 收益太小？》（GEN AI: Too Much Spend Too Little Benefit? ...

特斯拉毛利率最好别再跌了 LVMH 二季度业绩会提了 48 次中国 多地商贷利率逼近公积金 日本和中国台湾遭遇新一轮新冠疫情 最大规模基本收入研究结果出炉 关注《晚点财经》并设为星标，第一时间获取每日商业精华。 特斯拉毛利率最好别再跌了 最巅峰的时候，特斯拉是汽车行业利润率最高的公司，一度超过了劳斯莱斯，这让它在必要时可以牺牲 利润换销量。 现在特斯拉已经降得快没多少利润空间了。管理层在业绩会上只提了一次 "利润率"，是 CFO Vaibhav Taneja 在开场发言环节讲的，"总体而言，我们汽车利润率环比持平"。 今年二季度，特斯拉扣除积分收入后的汽车销售毛利率约为 14.6%、为近五年新低。如果再扣掉租赁业 务，纯汽车销售毛利率进一步降至 13.86%。前两天发二季报的 "传统汽车公司" 通用汽车，大约是 12.2% 的汽车销售毛利率，比高点少了一半多。 如果我们再苛刻一点，把分别占收入 3.5% 和 1.4% 的积分和利息收入去掉，特斯拉二季度极端假设下的 营业利润率还有大约 1.4%（财报口径是 6.3%）。 业绩发布后，特斯拉股价重挫 12%。 二季度总收入 255 亿美元，其中汽车销售收入（不含 ...