Apollo经济学家：AI对多数企业带来零财务回报
原标题：AI delivers ‘zero financial payoff’ to most companies, Apollo economist says
AI 摘要
Apollo Global Management首席经济学家Torsten Slok在最新报告中指出，剔除Alphabet、亚马逊、苹果、Meta、微软、英伟达和特斯拉后的标普493公司，其利润率和人均营收基本持平，没有证据表明AI提升了生产率。Slok认为，尽管AI投资巨大且备受炒作，但对科技行业以外的美国企业而言，这项技术带来的财务回报为零。他还质疑企业能否将日益廉价的智能转化为更高的收入增长和利润率，并指出商业中的智能更多是判断力，而AI无法理解问责、信任、文化、潜规则、伦理权衡或公平。
正文节选
AI hasn’t benefited the bottom line of any big corporations outside the tech industry, according to a note recently published by the chief economist at Apollo Global Management (the private equity giant that used to own TechCrunch). Apollo’s Torsten Slok focuses on what he calls the S&P 493 — the S&P 500, minus Alphabet, Amazon, Apple, Meta, Microsoft, Nvidia and Tesla — finding that profit margins and revenue per worker appear to be flat, with no evidence that AI is improving productivity. “Des