# 伊森·莫里克：AI能力泡沫论不成立

- 来源：Ethan Mollick (@emollick)
- 发布时间：2026-07-31 22:09
- AIHOT 分数：46
- AIHOT 链接：https://aihot.virxact.com/items/cms91g7t800sgro9kr42u7mam
- 原文链接：https://x.com/emollick/status/2083193327420084454

## AI 摘要

伊森·莫里克回应德里克·汤普森关于AI泡沫的论述，认为即便存在金融泡沫，也并非围绕AI能力本身。汤普森指出AI建设面临支出、收入、政治和技术四重风险，包括超大规模企业年债务达1700亿美元、开源模型压缩前沿实验室利润等。莫里克强调，无论好坏，AI不会消失或停止发展。

## 正文

This is a good piece， and， as I responded last time @DKThomp wrote about a potential bubble in the fall - I don't know the future， but a financial bubble （if there is one） is not a bubble around AI ability

For better or worse， AI is not going to go away （or even stop developing）

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