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"title": "马斯克、《大卖空》贝瑞隔空交锋!AI会让人类失业还是更富有?",
"shortTitle": "马斯克、《大卖空》贝瑞隔空交锋!AI会让人类失业还是更富有?",
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"description": "马斯克预言 AI 与机器人将创造全民高收入(UHI),工作将成为选择、退休储蓄也将失去意义。但《大卖空》主角原型贝瑞警告,AI 若大规模取代人力恐引发社会动荡;达利欧与摩根大通执行长戴蒙也对 AI 带来的就业冲击提出不同看法。",
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"content": "<p>特斯拉 (<a data-symbol-template=\"USS:TSLA:STOCK:COMMON\" href=\"#\">TSLA-US</a>) 与 SpaceX(<a data-symbol-template=\"USS:SPCX:STOCK:COMMON\" href=\"#\">SPCX-US</a>) 执行长马斯克近日在社群平台 X 上发文乐观预言,人工智慧(AI)与机器人的高度发展将创造前所未有的物质丰盛,政府将有能力为所有公民提供充裕生活所需,工作最终将成为一种选择,而非必要。</p>\n<p style=\"text-align:center;\"><img src=\"https://cimg.cnyes.cool/prod/news/6526316/l/e5db0da7655d49a04aca5ab7d373a8cd.jpg\" alt=\"马斯克、《大卖空》贝瑞隔空交锋!AI会让人类失业还是更富有?\" style=\"width:50%;height:auto;border-radius:6px;margin:15px auto;display:block;\"></p>\n\n\n<p>根据《Business Insider》报导,马斯克写道:「AI + 机器人将能完成一切事务,实现全民高收入,工作将成为一种选择。」</p>\n\n<figure><img alt=\"(图:马斯克 X)\" data-height=\"221\" data-mime=\"image/png\" data-ratio=\"2.4570135746606336\" data-src-m=\"https://cimg.cnyes.cool/prod/news/6526316/m/1818eedf97bae36a9db909d3d0c20ea1.jpg\" data-width=\"543\" src=\"https://cimg.cnyes.cool/prod/news/6526316/l/1818eedf97bae36a9db909d3d0c20ea1.jpg\">\n<figcaption>(图:<a href=\"https://x.com/elonmusk/status/2072700088481182100?ref_src=twsrc%5Etfw%7Ctwcamp%5Etweetembed%7Ctwterm%5E2073194754913829187%7Ctwgr%5E2a89ccf638b2b8d9574be66542650fedd4ed5f04%7Ctwcon%5Es2_&ref_url=https%3A%2F%2Fwww.businessinsider.com%2Felon-musk-uhi-work-optional-burry-big-short-ai-revolution-2026-7\">马斯克 X</a>)</figcaption>\n</figure>\n\n<p>然而,以精准预言 2008 年次贷危机崩盘而声名大噪、电影《大卖空》主角原型的投资人贝瑞(Michael Burry)却回呛:「不对,革命会先来。」</p>\n\n<p>马斯克此番言论,旨在回应科技圈富豪 Chamath Palihapitiya 在 X 上发表的一篇题《大堕落》(The Big Descent)的文章。文中指出,随着 AI 模型让每个人皆能取得智识资源,「专业的成本正降至零」。</p>\n\n<p>马斯克长期主张,AI 与机器人和其他科技的进步将大幅压低食物、住房、水电、医疗等民生必需品的成本,届时政府将轻易负担得起向公民发放足以舒适生活的收入,让人们从谋生压力中解放。</p>\n\n<p>所谓的全民高收入(Universal High Income,UHI),概念更进一步超越了全民基本收入(Universal Basic Income,UBI)。后者仅提供足以支付汽油、房租、食品等基本生活开销的收入保障。</p>\n\n<p>马斯克今年 4 月曾在 X 发文表示:「由联邦政府发放『全民高收入』支票,是因应 AI 导致失业问题的最佳方式。」</p>\n\n<p>他甚至曾预测,约 20 年后,人们可能根本不需要为退休存钱,退休储蓄将变得「无关紧要」,因为社会将富裕到人人都不再需要累积退休金。</p>\n\n<p>贝瑞对马斯克的愿景显然存疑。他认为,若 AI 大规模取代人类劳动力,恐将引发社会动荡。</p>\n\n<p>贝瑞上周在 Substack 表示自己已建立特斯拉空头部位。他今年 1 月底也曾在 X 发文表示:「马斯克是美国的国家瑰宝,但同时也是一位被激励得走火入魔的未来主义者」。」</p>\n\n<p>贝瑞这番话是在呼应自己长期以来「提早预测市场崩盘」的作风。早在 2000 年代中期美国房市泡沫尚未破裂前,他便率先押注房市崩盘,虽然时机一度过早,最终仍成功证明其预判正确。</p>\n\n<p>贝瑞并非孤例。桥水基金创办人达利欧(Ray Dalio)曾警告,AI 可能加剧贫富不均,升高社会内部冲突乃至内战风险。</p>\n\n<p>达利欧去年秋天在 Podcast 节目中强调,在 AI 时代,推动财富重新分配政策已势在必行,而且重新分配的不应只有金钱,因为「无用感与金钱未必是理想的组合」。</p>\n\n<p>摩根大通 (<a data-symbol-template=\"USS:JPM:STOCK:COMMON\" href=\"#\">JPM-US</a>) 执行长戴蒙(Jamie Dimon)则持较为折衷的态度。他认为 AI 最终可能将每周工作天数缩短至 3.5 天,帮助人们变得更健康、活得更久,也能拥有更多时间健行与从事休闲活动。</p>\n\n<p>不过,他也警告,AI 取代工作的速度可能快到对劳动市场与整体经济造成巨大冲击。因此,企业、政府及其他利害关系人必须携手合作,协助劳工提升技能、转任其他职位、提供提前退休方案,以及在 AI 使部分职位遭裁撤时,提供其他必要的协助与支持。</p>\n<div class=\"related-articles seo-links\">\n <h4>相关阅读</h4>\n <ul>\n <li><a href=\"/new/mg/article-4561.html\" title=\"〈财报〉Nike营收超预期 仍看淡未来半年展望 盘后一度跌8%\">〈财报〉Nike营收超预期 仍看淡未来半年展望 盘后一度跌8%</a></li>\n <li><a href=\"/new/mg/article-9157.html\" title=\"〈纽约汇市〉美元7月跌逾1% Fed与通膨数据释杂讯 日元连两日强升\">〈纽约汇市〉美元7月跌逾1% Fed与通膨数据释杂讯 日元连两日强升</a></li>\n <li><a href=\"/new/mg/article-6045.html\" title=\"伊朗南部再传爆炸 美方否认空袭 分析指以色列涉入可能性高\">伊朗南部再传爆炸 美方否认空袭 分析指以色列涉入可能性高</a></li>\n <li><a href=\"/new/mg/article-11027.html\" title=\"Falcon 9需求续强!Applied Aerospace太空业务营收大增58.5%,订单估延续至2030年\">Falcon 9需求续强!Applied Aerospace太空业务营收大增58.5%,订单估延续至2030年</a></li>\n <li><a href=\"/new/mg/article-10044.html\" title=\"〈美股盘后〉油价走高拖累 标普收黑 道琼跌逾450点终结连五红\">〈美股盘后〉油价走高拖累 标普收黑 道琼跌逾450点终结连五红</a></li>\n <li><a href=\"/new/mg/article-11238.html\" title=\"川普逼车厂回美国代价多大?三巨头每年恐多烧20亿美元\">川普逼车厂回美国代价多大?三巨头每年恐多烧20亿美元</a></li>\n </ul>\n</div>",
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