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钢铁、蒸汽与无限智能
作者 :Ivan Zhao,Notion的联合创始人兼首席执行官。 导语:每个时代都由其标志性的奇迹材料所塑造。钢铁铸就了镀金时代,半导体开启了数字时代。如 今,人工智能(AI)以"无限智能"(Infinite Minds)的姿态登场。历史的经验告诉我们:驾驭时代材 料者,方能定义时代。 左图:少年时期的安德鲁 ·卡内基与弟弟; 右图:镀金时代的匹兹堡钢铁厂 19 世纪 50 年代,少年安德鲁·卡内基曾奔跑在匹兹堡泥泞的街道上,以电报员的身份谋生。彼 时,六成美国人以务农为生。短短两代人的时间里,卡内基与同时代的先行者们重塑了现代世 界:马车被铁路取代,烛光被电灯照亮,铁器被钢材替代。 自此,人类的工作场景从工厂转向了写字楼。如今,我在旧金山经营一家软件公司,为数百万知 识工作者打造工具。在这座科技产业之城,人人都在谈论通用人工智能,但全球 20 亿白领劳动 者中的绝大多数,尚未切身感受到它的影响。知识工作的未来形态将是怎样的?当永不疲倦的智 能体融入企业组织架构,又会掀起怎样的变革? 未来之所以难以预测,是因为它总是披着过去的外衣登场。早期的电话通话像电报一样言简意 赅,早期的电影就像录制下来的舞台剧。(这 ...
东兴晨报-20250911
Dongxing Securities· 2025-09-11 07:47
Economic News - The Ministry of Finance reported on the execution of this year's budget, emphasizing the need for a more proactive fiscal policy to boost consumption and support employment and foreign trade [1] - The National Development and Reform Commission highlighted the importance of releasing domestic demand potential and promoting technological and industrial innovation in the second half of the year [1] - The China (Guizhou) International Wine Expo revealed that the online channel for wine sales is performing well, with a market index indicating a "relatively prosperous" state [2] - Zhejiang Province is seeking public opinion on promoting the pet economy, aiming to integrate it with various new industries to foster consumption [2] Company Insights - Oracle announced that its unfulfilled contractual obligations have reached $455 billion, a year-on-year increase of 359%, with expectations for rapid growth in its cloud infrastructure business [6] - Adobe launched a series of AI agents to streamline workflows for customers, with plans for further customization options [6] - Interactive brokers, including Interactive Brokers, have tightened account opening policies for mainland Chinese residents, reflecting a trend among overseas brokers [6] - Yushutech's CEO indicated that the AI sector is on the verge of explosive growth, with significant potential for development [7] Industry Research - The artificial intelligence industry is experiencing a three-dimensional resonance of policy, technology, and demand, with significant growth in domestic AI chip companies like Cambricon, which reported a 4348% year-on-year revenue increase [8][10] - The "Artificial Intelligence +" initiative aims to promote the large-scale application of AI, enhancing national competitiveness and creating new employment opportunities [9][10] - The demand for AI technology in traditional industries is expected to drive revenue and efficiency improvements, with a focus on AI agents and edge intelligence [11][12] - The report suggests that companies involved in AI and domestic computing power are likely to benefit from ongoing industry growth and investment [13][19]