SemiAnalysis@SemiAnalysis_ · XAI 摘要
SemiAnalysis在播客中探讨了本次AI周期是否真正不同于以往技术周期。团队基于分析认为，AI带来的回报是真实的，且呈现为与其他周期不同的结构性趋势。为验证此观点，他们在内部追踪了9个实际工作流程（包括公司研究、财报总结等）中的token消耗成本与人工劳动成本对比，通过具体数据表明AI的效率与经济价值。研究认为这一趋势已显现出区别于历史技术迭代的独特性与持续性。
Our SemiAnalysis Weekly Podcast often asks - Is the AI cycle this time truly different from other cycles？ Well， at least from our analysis， we think the return from AI is real and it looks like a structural trend that is truly different from other cycles.
We tracked token spend vs human labor cost across 9 real workflows at SemiAnalysis - these are tasks our analyst team do consistently to stay on top of the industry： company initiations， earnings recaps， conference transcript mining， financial data pulls. （1/3） 🧵