Apollo首席经济学家Torsten Slok质疑企业AI支出的回报

@rohanpaul_ai I'm shocked that a private equity economist whose portfolio is dependent on AI not transforming its industries thinks that AI is not working. It's like asking a VC if she's top quartile. Don't ask a barber if you need a haircut.

Apollo chief economist Torsten Slok just published a gloomy report on AI. imo, other signals I’m watching don’t really support these. > Slok says mainstream firms don’t need the latest model and won’t pay for it, and with no bottom-line gain they now treat token spending as a cost center that weighs on margins. > He says, total factor productivity growth sits near 0%, and Slok expects AI’s macro effect to stay very limited while agentic AI and token spending remain confined to a small slice of firms. > Argues cheaper, commoditized models may not close the gap, because per him, business value depends on judgment, accountability, trust and unwritten rules that AI doesn’t understand.