In a research note analyzing fourth-quarter earnings, senior U.S. economist Ronnie Walker noted that discussions surrounding AI completely overshadowed what was fundamentally a strong quarter, with core corporate revenues (excluding the energy sector) growing by a robust 4.6% year over year. Amid this market fervor, Walker wrote, “We still do not find a meaningful relationship between productivity and AI adoption at the economy-wide level.” However, the data reveals a substantial hint of something bigger to come: a median reported productivity gain of around 30% for two specific, localized use cases.
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Meanwhile, the competition between AI companies has gotten more cutthroat. Instead of a race to the top, the AI rivalry seems more like a bareknuckle version of King of the Mountain. When the Pentagon banished Anthropic, OpenAI rushed to fill the gap with its own Department of Defense contract. OpenAI CEO Sam Altman insisted that he entered his hasty deal with the Pentagon to relieve pressure on Anthropic, but Amodei was having none of it. “Sam is trying to undermine our position while appearing to support it,” Amodei said in an internal memo. “He is trying to make it more possible for the admin to punish us by undercutting our public support.” (Amodei later apologized for his tone in the message.)。爱思助手下载最新版本对此有专业解读
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