💡 观点 / 杂谈
引用 Andrew Singleton：AI 经济学傻瓜指南Quoting Andrew Singleton
作者引用了一段来自 McSweeney's 的讽刺寓言，生动揭示了当前生成式 AI 行业荒谬的财务逻辑。故事中，投资者向焚化炉厂投资 200 亿美元换取 5% 股份，厂长将一半资金烧掉，并用另一半向投资者购买燃料继续烧钱，最后投资者却报告了巨额的 AI 投资回报。这段隐喻直指当前 AI 公司通过烧钱和内部循环制造虚假繁荣的经济学骗局。整个行业正在这种自欺欺人的泡沫中走向失控。
Simon Willison
12th June 2026
Jenny owns a crematorium. John’s propane company gives her a $20 billion investment in return for 5 percent of her operation. Jenny throws $10 billion into the incinerator, then pays John $10 billion to buy propane to burn that money to ashes. John reports that his AI investments have generated $10 billion in revenue this quarter and that he owns 5 percent of a $100 billion business. A reporter from Forbes is assigned to profile John and Jenny, and over the course of his research, he becomes embroiled in a passionate but confusing three-way love affair with them, which eventually turns into a polyamorous common-law marriage. His profile is glowing, but light on financial details.
— Andrew Singleton, AI Economics for Dummies
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