AI 导读
需求效应可能双向作用。虽然被取代的工人可能削减支出，但 AI 建设（数据中心、算力）是总需求的巨大来源。 许多工人看到工资快速上涨（伴随更高的永久收入），这给支出带来上行压力。
正文
Demand effects could cut both ways. While displaced workers may cut back on spending, the AI build-out (data centers, compute) is a large source of aggregate demand.
Many workers see rapidly rising wages (w/ higher permanent income), which puts upward pressure on spending.
来源：@PeterMcCrory · x.com