告诉HN：三个月前我们担心人工智能毫无用处。现在我们担心它会抢走我们的工作。
我在听《华尔街日报》最新一期的播客（https://www.wsj.com/podcasts/the-journal/the-ai-economic-doomsday-report-that-shook-wall-street/d9b12d37-a743-4a8c-afb6-2488aa9e812f），让我感到困惑的是，2到3个月前，市场担心科技公司数万亿美元的资本支出（CAPEX）所带来的“人工智能泡沫”会变得毫无用处，因为人工智能似乎几乎没有实际应用。实际上，每次资本支出高的财报发布后，股票都会下跌。
而现在（在过去10到15天内），这种恐惧似乎发生了逆转：人们担心人工智能会取代程序员、视频游戏开发者、金融顾问以及其他类似职业，和这些行业相关的公司股价正在下跌（参见标准普尔软件与服务精选行业指数 https://www.spglobal.com/spdji/en/indices/equity/sp-software-services-select-industry-index/#overview，自年初以来下跌了20%）。
我理解“对未知的恐惧”深深根植于人类心理中，在像这样颠覆性的时刻（我指的是人工智能的诞生），许多反应都是非理性的，但我对这种变化的速度感到惊讶。
你对接下来几个月的形势怎么看？下次下跌的原因可能是什么？似乎人们更像是在寻找卖出的理由，而不是因为某个具体原因而卖出。
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I was listening to the latest episode of the WSJ podcast
(https://www.wsj.com/podcasts/the-journal/the-ai-economic-doomsday-report-that-shook-wall-street/d9b12d37-a743-4a8c-afb6-2488aa9e812f) and what puzzles me is how 2–3 months ago the market feared that the “AI bubble” from tech companies’ trillions of dollars in CAPEX spending would turn out to be useless because AI seemed to have little or no real use. Indeed, after every earnings report with high CAPEX, the stocks dropped.<p>Now (over the past 10–15 days) the fear seems to have flipped: that AI will replace programmers, videogame developers, financial advisors, and other similar professions, and companies connected to those sectors are dropping (see the S&P Software & Services Select Industry Index https://www.spglobal.com/spdji/en/indices/equity/sp-software-services-select-industry-index/#overview, -20% since the beginning of the year).<p>I understand that the “fear of the unknown” is deeply rooted in human psychology, and in disruptive moments like this (I mean the birth of AI) many reactions are irrational, but the speed of these shifts is what I find surprising.<p>What do you think about the situation in the next few months? What could be the reason for the next drop? It almost seems like people are looking for a justification for selling, rather than selling because of a specific reason.