What Economists Talk About When They Talk About AI

经济学家谈论AI时都谈论些什么

Big Take

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2025-02-06

13 分钟
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Silicon Valley tech leaders have been brimming with optimism in recent years about the future of artificial intelligence — and investors have bet big on the transformational power of the technology.  Then last week, China’s DeepSeek emerged as a disruptive force and the value of Nvidia Corp. fell by half a trillion dollars. More than ever, investors are wondering about whether big bets on AI will pay off in the long run.Bloomberg Economics Chief Economist Tom Orlik sees three cases for how AI could reshape the global economy, ranging from the rosy to the dystopian. On today’s Big Take podcast, he and host David Gura break them down and explore what that future may hold not just for companies and investors — but for us all.Read more: AI Has Rocked the Stock Market, But What Will It Do for the Economy? See omnystudio.com/listener for privacy information.
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  • Bloomberg Audio studios, podcasts, radio news.

  • Tech leaders, including Sam Altman, the head of OpenAI,

  • which created ChatGPT, have been brimming with optimism about the future of artificial intelligence.

  • A lot of the things that people are starting to experiment with now,

  • you know, sort of super cheap energy,

  • virtual reality, genetic editing, really great AI, you know,

  • these things are going to transform the world in very fundamental ways.

  • And Meta CEO Mark Zuckerberg shares Altman's enthusiasm.

  • The next five to 10 years, AI is going to deliver so many improvements in the quality of our lives.

  • They've successfully sold the promise of AI, its transformational power to many investors.

  • The titans of Silicon Valley have poured billions of dollars into research and development,

  • and the share prices of their companies have risen in kind.

  • But the recent arrival of a Chinese competitor called Deepseek made investors question some of the prevailing narratives

  • that had emerged around this buzzy technology.

  • Deepseek says it created a rival to.

  • ChatGPT maker OpenAI's model that can perform human like reasoning at a fraction of the cost.

  • And that's raised some new questions about where the frenzy surrounding AI is going to lead and who the winners and losers in the AI era are going to be.

  • It's something Tom Orlich, the chief economist at Bloomberg Economics, has been wrestling with.

  • So if we look at the grand sweep of history, hundreds of years,

  • thousands of years, it's really clear that the tech visionaries have it right.