问HN:关税如何与人工智能泡沫相互影响?

1作者: AbstractH243 个月前原帖
许多“人工智能”工具要么无法正常工作,要么在可靠性和一致性上不足以用于生产环境。<p>一段时间以来,科技行业的情况越来越像是走向类似于互联网泡沫的清算之路,那时公司的估值正朝着重大修正的方向发展,即使基础技术最终会在未来改变生活,恢复过程也将漫长。<p>我很难理解关税的影响如何改变这一趋势。想知道其他人对此的看法。<p>股市估值正在经历修正,但与互联网泡沫时期不同的是,几乎没有“人工智能时代的初创公司”上市。科技行业的就业市场仍然与2022年脱节,感觉就像是一个有与没有的故事(那些拥有合适技能的人无法跟上,但失业者在噪音中挣扎着寻找工作)。<p>我看到一个世界,在这个世界里,关税的荒谬行为修正了估值,防止了科技行业更深层次的修正;我看到一个世界,在这个世界里,两者相互影响,导致严重的问题;我也看到一个世界,在这个世界里,我在细节中迷失了方向,看不到整体。
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Many “AI” tools either don’t work or don’t work reliably &amp; consistently enough to be used in production.<p>For a while now things tech felt increasingly like is on a path for reckoning similar to the dot com bubble, where company valuations were headed for a major correction with a long recovery even if the underlying technology was going to upend life in time.<p>I’m having trouble figuring out how the impact of tariffs changes this course. Curious what others think.<p>Stock market valuations are experiencing a correction, but unlike dotcom few “AI era startups” have gone public. The job market in tech is still out of whack from 2022 and feels like a tale of have and have nots (those employed with the right skills can’t keep up, but those unemployed are struggling to get through the noise and find a job).<p>I see a world in which tariff nonsense corrects for valuations and prevents a deeper correction in tech, see a world where one hits the other back to back to cause serious problems, and see a world where I’m missing the forest for the trees.