高盛新报告指出,AI可能取代1500万工人,但不会引发大规模失业;全面采用后生产率与GDP有望提升15%。压力集中在客服、后台、理赔、计费及入门级岗位。高盛自身劳动力模型显示每月净减少1.6万个岗位,年轻工人因AI吸收基础判断任务而面临更大风险。经济学家Joseph Briggs预计10年内超9%工人将遭替代;MIT教授Daron Acemoglu更悲观,预测5年内2-4%失业,认为当前AI更多替代常规办公室任务而非支持工人。MIT的Neil Thompson补充:能力不等于可靠、可获取或廉价部署,企业需要准确性和可重复工作流。
Goldman Sachs new report "An AI Job Apocalypse?"
Says AI could displace 15mn workers, but not cause mass unemployment.
Estimates AI could lift productivity and GDP by 15% after full adoption.
The clearest pressure sits in customer support, back-office work, claims, billing, and entry-level tasks.
Goldman’s own labor model finds a small current drag of 16K jobs monthly.
Younger workers look more exposed because AI can absorb the basic tasks that teach judgment.
College graduates are not collapsing yet, but their industries adopt AI faster than others.
Joseph Briggs, GS global economists still expects more than 9% of workers to face displacement across 10 years.
MIT professor Daron Acemoglu is more cautious, expecting 2-4% job losses across 5 years. His concern is that current AI replaces routine office tasks more often than it supports workers.
Neil Thompson of MIT adds a missing filter: capability does not mean reliability, access, or cheap deployment. A chatbot can answer broadly, but businesses need accuracy, private data, and repeatable workflows.
来源:Rohan Paul · x.com