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讨论AI股票大幅回撤(Alphabet单日跌约12%、AI ETF从夏季高点回落约15%)后,如果泡沫破裂会对AI技术本身产生什么影响,并类比互联网泡沫的结局向业内人士征求意见。
纽约邮报专栏文章将当前AI热潮与2000年互联网泡沫相提并论,预测AI股票即将迎来类似的历史性市场修正和投资者损失。
Scott Galloway and Ed Nelson discuss the rising costs of AI adoption, with companies like Uber, Microsoft, and Salesforce reporting that AI expenses are exceeding budgets and not yet delivering clear ROI, suggesting a potential market correction.