大家觉得现在是2000泡沫破灭的前夜吗?

楼主 (北美华人网)
隔壁MIT 报告说AI是巨大的泡泡,公司没有靠AI赚到钱,烧钱比互联网泡沫还多。大家怎么看
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bhtbht
自从2008 ,美联储发现可以印钞票之后,长期的股市衰退估计挺难了
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blue2345
美国实体经济很差了,制造业也没有了,GDP 就靠AI泡泡撑着了。中国的AI 策略就很聪明, 侧重于智能制造业。GenAI 这种烧钱的,就让美国先行,帮中国试一试那个方向有突破。
bhtbht 发表于 2025-08-20 20:19
自从2008 ,美联储发现可以印钞票之后,长期的股市衰退估计挺难了

美联储早就停了QE现在已经
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calrose
有人用美元折合成黄金来算sp500,按现在金价算,不算虚高
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TiantiandeID
do not time the market
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hrNetworkId_123
还早,公司会用裁员省钱来证明赚到了钱
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facet
回复 1楼 说 的帖子
怎么会是泡泡? 我觉得是人类社会大发展的前夜,表面上这一次大多数国家都会依次进入小康社会,实际上中美两国控制了这个过程的先后顺序 人工智能打通了人类的任督二脉,以前人类没法进行的深度思考现在可行了
笨笨熊
Ai是一条血路
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teabucket
AI 是真心提高工作效率的
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yanjiaodelei
teabucket 发表于 2025-08-20 21:24
AI 是真心提高工作效率的

真的是,很有帮助
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huarenmm_
同感
teabucket 发表于 2025-08-20 21:24
AI 是真心提高工作效率的

可是隔壁MIT 报告说95%公司没有靠AI赚到钱。股市不关心员工的效率,只关心利润
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soytupadre
微软和meta都靠AI赚钱了,那些小公司为了搭上AI的车不得不投资,不重要
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shenandoah1
只要舍得印钱,股市的泡泡就不会破。但会有别的问题。
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tschiao
MIT report: 95% of generative AI pilots at companies are failing https://finance.yahoo.com/news/mit-report-95-generative-ai-105412686.html
Good morning. Companies are betting on AI—yet nearly all enterprise pilots are stuck at the starting line. The GenAI Divide: State of AI in Business 2025, a new report published by MIT’s NANDA initiative, reveals that while generative AI holds promise for enterprises, most initiatives to drive rapid revenue growth are falling flat.
Despite the rush to integrate powerful new models, about 5% of AI pilot programs achieve rapid revenue acceleration; the vast majority stall, delivering little to no measurable impact on P&L. The research—based on 150 interviews with leaders, a survey of 350 employees, and an analysis of 300 public AI deployments—paints a clear divide between success stories and stalled projects.
To unpack these findings, I spoke with Aditya Challapally, the lead author of the report, and a research contributor to project NANDA at MIT.
“Some large companies’ pilots and younger startups are really excelling with generative AI,” Challapally said. Startups led by 19- or 20-year-olds, for example, “have seen revenues jump from zero to $20 million in a year,” he said. “It’s because they pick one pain point, execute well, and partner smartly with companies who use their tools,” he added.
But for 95% of companies in the dataset, generative AI implementation is falling short. The core issue? Not the quality of the AI models, but the “learning gap” for both tools and organizations. While executives often blame regulation or model performance, MIT’s research points to flawed enterprise integration. Generic tools like ChatGPT excel for individuals because of their flexibility, but they stall in enterprise use since they don’t learn from or adapt to workflows, Challapally explained.
The data also reveals a misalignment in resource allocation. More than half of generative AI budgets are devoted to sales and marketing tools, yet MIT found the biggest ROI in back-office automation—eliminating business process outsourcing, cutting external agency costs, and streamlining operations. What’s behind successful AI deployments? How companies adopt AI is crucial. Purchasing AI tools from specialized vendors and building partnerships succeed about 67% of the time, while internal builds succeed only one-third as often.
This finding is particularly relevant in financial services and other highly regulated sectors, where many firms are building their own proprietary generative AI systems in 2025. Yet, MIT’s research suggests companies see far more failures when going solo.
Companies surveyed were often hesitant to share failure rates, Challapally noted. “Almost everywhere we went, enterprises were trying to build their own tool,” he said, but the data showed purchased solutions delivered more reliable results.
Other key factors for success include empowering line managers—not just central AI labs—to drive adoption, and selecting tools that can integrate deeply and adapt over time.
Workforce disruption is already underway, especially in customer support and administrative roles. Rather than mass layoffs, companies are increasingly not backfilling positions as they become vacant. Most changes are concentrated in jobs previously outsourced due to their perceived low value.
The report also highlights the widespread use of “shadow AI”—unsanctioned tools like ChatGPT—and the ongoing challenge of measuring AI’s impact on productivity and profit.
Looking ahead, the most advanced organizations are already experimenting with agentic AI systems that can learn, remember, and act independently within set boundaries—offering a glimpse at how the next phase of enterprise AI might unfold. Sheryl Estrada [email protected]
笨笨熊
现在越来越多的公司开始上Ai了,但能不能挣钱确实不好说,因为用AI也要付费啊,又不是白用 🤣 Ai的开发销售市场的竞争肯定也是残酷的,要不然小札花那么多钱挖人呢。 全美上了那么多AI的创业公司,肯定也是大浪淘沙。
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hrNetworkId_123
ai有帮助,有些打工仔是用的很爽,爽之余是多了摸鱼时间还是给公司额外创造价值了?
公司花了billion级别的钱搭各种ai基础设施,是想忽悠别的公司买,而不是让自己员工爽。
泡沫破灭之前,应该还有一些步骤,比如强制增加measurable的工作量,等等
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chickenrib
我觉得药丸……
环游小世界
我觉的AI提高了文本的效率,但是没吹的那么神奇。
其实就看你觉的美元泡沫大不大了,我是感觉美元药丸... 股市可以继续飙升.
吃鸡蛋
facet 发表于 2025-08-20 21:12
回复 1楼 说 的帖子
怎么会是泡泡? 我觉得是人类社会大发展的前夜,表面上这一次大多数国家都会依次进入小康社会,实际上中美两国控制了这个过程的先后顺序 人工智能打通了人类的任督二脉,以前人类没法进行的深度思考现在可行了

是人类社会大发展的前夜
就是人类是多余得了
吃鸡蛋
teabucket 发表于 2025-08-20 21:24
AI 是真心提高工作效率的

chatgpt 是我的贴身小秘书
有时候需要写email 处理棘手问题,我写个草稿,chatgpt 给我改几次,那是用词精确,语气恰到好处,我已经用了好几次啦,来推荐我的非美国人同事用呢
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ydgg
都说牛市在悲观中诞生,猜疑中成长,乐观中成熟,兴奋中死亡。看投票结果还在成长?