Rohan Paul@rohanpaul_ai · XAI 摘要
FT图表显示AI发展速度远超正常科技繁荣周期，但其投资激进度使实际商业回报门槛迅速抬高。国际清算银行（BIS）最新报告指出，AI相关的股市大幅调整可能产生比以往更广泛的影响，因为当前家庭持股比例相对财富和收入更高。AI或成为数十年来最重要的平台转变，但激进的投资周期正快速推高对实际商业回报的要求。
Chart from FT： AI is not following a normal tech boom pattern. It is moving much faster.
AI may become the most important platform shift in decades. But the investment cycle is now so aggressive that the bar for real business returns is getting very high， very fast.
The Bank for International Settlement's latest report yesterday said， a major stock market correction tied to AI could have wider effects today than before， because households now hold more shares compared with their wealth and income.
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ft .com/content/e81ce414-e4bd-4e8c-bac7-94f7bf17def4