打字猴:1.704605575e+09
1704605575
1704605576  75  据估计在1993—2007年,在17个国家的国内生产总值(GDP)里,机器人在总增长中所占的比例超过了十分之一。参见G. Graetz and G. Michaels, forthcoming, “Robots at Work,” Review of Economics and Statistics。
1704605577
1704605578  76  J. Bughin et al., 2017, “How Artificial Intelligence Can Deliver Real Value to Companies,” McKinsey Global Institute, https://www.mckinsey.com/business-functions/mckinsey-analytics/our-insights/how-artificial-intelligence-can-deliver-real-value-to-companies.
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1704605580  77  实际上技术带来的许多好处无法估量,这在原则上可以为生产率的下降提供一些解释。在最近的一项研究中,经济学家奥斯坦·古尔斯比(Austan Goolsbee)和彼得·可莱诺(Peter Klenow)使用了一种新的方法来衡量那些基于互联网的技术的价值,他们的研究对象是人们上网的时间。基于“消费涉及收入和时间的支出”这一直觉,他们估计与互联网相关的消费者盈余可能高达3%(人均中位数为每年3000美元)。参见A. Goolsbee and P. Klenow, 2006, “Valuing Consumer Products by the Time Spent Using Them: An Application to the Internet,” American Economic Review 96 (2): 108–13。查德·斯弗森(Chad Syverson)最近使用美国人时间使用调查和个人可支配收入的数据,扩展了关于时间价值的分析。他根据古尔斯比和可莱诺得出的3%的估值,计算出2105年与互联网相关的人均消费者盈余约为3900美元。(2017, “Challenges to Mismeasurement Explanations for the US Productivity Slowdown,” Journal of Economic Perspectives 31 [2]: 165–86)尽管如此,我们仍不清楚在计算机时代误测现象是否更加严重。事实上,美国参议院于1995年任命的博斯金委员会也发现了大量未被衡量的、质量有待改进的证据。因此,在近期的生产率放缓是否是误测这一点上,已经不是误测是否存在的问题,而是误测在近年来是否变得更严重的问题了。经济学家已经证明,这一问题的回答是否定的。虽然确实存在误测,但这种错误似乎在变小,而不是变大。与计算机硬件和相关服务以及无形资产(如专利、商标和广告支出)的价格相关联的误测只会让生产率增长放缓更严重。1995—2004年,国内与计算机相关的产品和服务的产量下降了,这意味着在一些数字技术方面的误测变严重了,当时的误测问题比现在更严重。将这些调整汇总在一起,1995—2004年公布的劳动生产率数据增加了0.5个百分点,但2004—2014年仅增加了0.2个百分点。(参见D. M. Byrne, J. G. Fernald, and M. B. Reinsdorf, 2016, “Does the United States Have a Productivity Slowdown or a Measurement Problem?,” Brookings Papers on Economic Activity, 2016 [1]: 109–82)即使我们将消费者从维基百科、谷歌、脸书等免费服务中获益的高端收益考虑在内,也只能解释经济放缓的三分之一左右的内容。斯弗森认为如果生产率增速没有下降,2015年的GDP将增长16%,美国经济将增加2.9万亿美元,这相当于每个公民的收入增加9100美元或每个家庭的收入增加23,400美元。(2017, “Challenges to Mismeasurement Explanations for the US Productivity Slowdown”)我们的基本观点是,误测范围可能很大,但不足以解释生产率的下降。生产率放缓似乎是结构性的,同时也是真实的。
1704605581
1704605582  78  Brynjolfsson, Rock, and Syverson, forthcoming, “Artificial Intelligence and the Modern Productivity Paradox,” 25.
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1704605584  79  C. F. Kerry and J. Karsten, 2017, “Gauging Investment in Self-Driving Cars,” Brookings Institution, October16. https://www.brookings.edu/research/gauging-investment-in-self-driving-cars/.
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1704605586  80  Brynjolfsson, Rock, and Syverson, forthcoming, “Artificial Intelligence and the Modern Productivity Paradox,” 25.
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1704605588  81  N. F. Crafts and T. C. Mills, 2017, “Trend TFP Growth in the United States: Forecasts versus Outcomes” (Discussion Paper 12029, Centre for Economic Policy Research, London)。他们的发现与埃里克·巴特尔斯曼(Eric Bartelsman)的观察一致,即生产率预测表现得“非常糟糕,预测的标准误差超出了对政策有用的范围”。(2013, “ICT, Reallocation and Productivity” [Brussels: European Commission, Directorate-General for Economic and Financial Afairs])
1704605589
1704605590  82  H. Jerome, 1934, “Mechanization in Industry” (Working Paper 27, National Bureau of Economic Research, New York), 19.
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1704605592  83  H. R. Varian, forthcoming, “Artificial Intelligence, Economics, and Industrial Organization,” in The Economics of Artificial Intelligence: An Agenda, ed. Ajay K. Agrawal, Joshua Gans, and Avi Goldfarb (Chicago: University of Chicago Press), 1.
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1704605594  84  出处同上,15。
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1704605596  85  Brynjolfsson, Rock, and Syverson, forthcoming, “Artificial Intelligence and the Modern Productivity Paradox.”
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1704605598  86  N. F. Crafts, 2004, “Steam as a General Purpose Technology: A Growth Accounting Perspective,” Economic Journal 114 (495): 338–51.
1704605599
1704605600  87  引自J. L. Simon, 2000, The Great Breakthrough and Its Cause (Ann Arbor: University of Michigan Press), 108。
1704605601
1704605602  88  P. Colquhoun, 1815, A Treatise on the Wealth, Power, and Resources of the British Empire, Johnson Reprint Corporation), 68–69。也可参见J. Mokyr, 2011, The Enlightened Economy; Britain and the Industrial Revolution, 1700–1850 (London: Penguin), chapter 5, Kindle。感谢乔尔·莫基尔指出了这一点。
1704605603
1704605604  89  Malthus, [1798] 2013, An Essay on the Principle of Population, 179.
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1704605606  90  R. Henderson, 2017, comment on “Artificial Intelligence and the Modern Productivity Paradox: A Clash of Expectations and Statistics, by E. Brynjolfsson, D. Rock and C. Syverson,” National Bureau of Economic Research, http://www.nber.org/chapters/c14020.pdf.
1704605607
1704605608  91  J. M. Keynes, [1930] 2010, “Economic Possibilities for Our Grandchildren,” in Essays in Persuasion (London: Palgrave Macmillan), 321–32.
1704605609
1704605610  92  V. A. Ramey and N. Francis, 2009, “A Century of Work and Leisure,” American Economic Journal: Macroeconomics 1 (2): 189–224.
1704605611
1704605612  93  W. A. Sundstrom, 2006, “Hours and Working Conditions,” in Historical Statistics of the United States, Earliest Times to the Present: Millennial Edition Online, ed. S. B. Carter et al. (New York: Cambridge University Press).
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1704605614  94  Ramey and Francis, 2009, “A Century of Work and Leisure.”
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1704605616  95  这些是建立在特定年龄的休闲方式和生存概率之上的。出处同上。
1704605617
1704605618  96  这些结果与马克·阿吉亚尔(Mark Aguiar)和埃里克·赫斯特(Erik Hurst)得出的估计有出入,他们发现在1965年以后,闲暇时间有了更大的增长。主要原因是他们把育儿归类为休闲而不是家庭生产了。参见M. Aguiar and E. Hurst, 2007, “Measuring Trends in Leisure: The Allocation of Time Over Five Decades,” Quarterly Journal of Economics 122 (3): 969–1006。拉梅和弗朗西斯也将与孩子交谈和玩耍等活动归类为闲暇,将其他育儿任务归类为家庭生产。考虑到人们报告说与这些活动相关的幸福感更低,这种情况似乎很合理。参见J. Robinson and G. Godbey, 2010, Time for Life: The Surprising Ways Americans Use Their Time (Philadelphia: Penn State University Press.)。
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1704605620  97  Keynes, [1930] 2010, “Economic Possibilities for Our Grandchildren,” 322.
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1704605622  98  R. L. Heilbroner, 1966, “Where Do We Go from Here?,” New York Review of Books, March 17, https://www.nybooks.com/articles/1966/03/17/where-do-we-go-from-here/.
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1704605624  99  D. H. Autor, 2015, “Why Are There Still So Many Jobs? The History and Future of Workplace Automation,” Journal of Economic Perspectives 29 (3): 8.
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