经济学家质疑AI支出的可持续性，认为其依赖资本筹集

报道来源 [3]

1. Mastodon — mastodon.social TIER_1 English(EN) · [email protected] · 2026-08-07 11:53

   4 Torsten Slok, chief economist, Apollo Global Management: And therein lies the risk: will the #ROI show up for AI's end customers fast enough to sustain the sp

   4 Torsten Slok, chief economist, Apollo Global Management: And therein lies the risk: will the #ROI show up for AI's end customers fast enough to sustain the spending that is generating those upstream #margins ? #AI

2. Mastodon — mastodon.social TIER_1 English(EN) · [email protected] · 2026-08-07 11:51

   3 Torsten Slok, chief economist, Apollo Global Management: The bottom line is that the most profitable part of the #AI value chain depends on the least profitab

   3 Torsten Slok, chief economist, Apollo Global Management: The bottom line is that the most profitable part of the #AI value chain depends on the least profitable part continuing to grow revenue or raise #capital . Capital can bridge the gap for a while, but not indefinitely. 🧵

3. Mastodon — mastodon.social TIER_1 English(EN) · [email protected] · 2026-08-07 11:49

   2 Torsten Slok, chief economist, Apollo Global Management: The upstream margins are real, but but they are paid for out of #capital raised by the layer losing m

   2 Torsten Slok, chief economist, Apollo Global Management: The upstream margins are real, but but they are paid for out of #capital raised by the layer losing money, not out of #cash generated by end demand. That makes the 41% contingent on the -59% continuing to be financeable. …