The jobs data coming out continues to suggest the opposite of what a lot of people had thought would happen. Just take engineering, as the prime example of the area with greatest AI impact (and perceived risk). Most companies now have far more software projects than ever before because of AI, and effectively only engineers are going to be the ones doing that work. You can get by for a while by being non-technical building software, but eventually someone has to understand what the thing is that got built, has to maintain it, has to fix security issues that come up, upgrade the systems beneath it, and so on. That’s all jobs. Now apply that to a number of other job functions. AI is going to cause companies to hire more in sales because agents can let them process more leads and do more customer research. AI will cause an explosion of new marketing roles because of how much more efficient it is to launch campaigns and target. The list goes on. AI is going to have the opposite effect that lots of people thought on jobs.
持续公布的就业数据表明，情况恰恰与很多人原先以为会发生的相反。就拿 engineering 来说，它是 AI 影响最大（也是大家感知中风险最高）的领域中的典型例子。现在，大多数公司因为 AI 而拥有比以往多得多的软件项目，而实际上，真正会去完成这些工作的只会是 engineers。你也许可以在一段时间里以非技术身份去构建软件，但最终总得有人理解被构建出来的东西到底是什么、负责维护它、修复出现的安全问题、升级其底层系统，等等。这些全都是工作岗位。再把这个逻辑应用到许多其他职能上。AI 会让公司在 sales 上招聘更多人，因为 agents（智能体）能让他们处理更多 leads（销售线索），并做更多客户研究。AI 还会催生大量新的 marketing 岗位，因为它让发起 campaign（营销活动）和做 target（定向投放）变得高效得多。这样的例子还可以一直列下去。AI 对就业的影响，将会与很多人原先所想的完全相反。
Even with employer caps, the spend on AI tokens dramatically exceeds any other historical spend on software. Typically, companies maybe would spend on the order of $10-50 for a software license per month per employee, but now will pay hundreds or thousands on tokens to augment their productivity. This shows you how big the TAM for intelligence is in the enterprise. The markets for AI are going to dramatically expand the size of the traditional software markets over time.
即便存在 employer caps（雇主支出上限），企业在 AI tokens（令牌）上的花费，仍然显著超过历史上任何其他软件支出。通常来说，公司过去给每位员工支付的软件 license（许可证）月费，大概也就是 10 到 50 美元这个量级；但现在，它们会为 tokens 花费数百甚至数千美元，以提升员工生产力。这说明，在企业市场中，intelligence（智能）的 TAM（总可服务市场）有多么庞大。随着时间推移，AI 市场将显著扩大传统软件市场的规模。