One head-scratching idea that gets repeated endlessly: the new TAM for AI is the size of the human labor market, dollar-for-dollar. Many trillions! Just for like any labor automation technology in history, the price of AI services will be the marginal cost + a normal margin.
一个让人挠头、却被无休止重复的观点是：AI 的新 TAM（总可寻址市场）等于整个人类劳动力市场的规模，按美元一比一计算。那可是数万亿美元！但就像历史上任何劳动自动化技术一样，AI 服务的价格将会是边际成本加上正常利润率。