Cathie Wood：CPI 和 PPI 低估了 AI 带来的软件降价速度
Cathie Wood 这段视频讲了个挺有意思的角度：AI 每年把训练和推理成本砍掉 75% 到 99%，但 CPI 和 PPI 根本没算进去。做企业采购或关注宏观经济的朋友可以听听她怎么算这笔账。
ARK Invest CEO Cathie Wood 表示，AI 的训练与推理成本每年下降 75% 到 99%，但美国官方通胀指标 CPI 和 PPI 未能反映软件价格的实际下跌幅度。
她认为这两项指标在统计口径上跟不上软件类商品的快速降价。按她的估算，真实情况下软件服务的通缩速度远高于官方数据所显示的水平。
这一观点出自 ARK Invest YouTube 频道的一段视频。
ARK Invest CEO Cathie Wood: Official inflation numbers are missing how fast AI is making software cheaper
With AI training and inference costs falling 75% to 99% every year, Cathie Wood argues the government's main inflation measures, the CPI and the PPI, badly undercount how fast software prices are really falling.
---- Full video on "ARK Invest" YouTube channel, (link in comment)
This report is categorized under AITOP's "Industry" desk, focusing on US frontier AI labs and Silicon Valley technology leaders. Within our cross-regional analytical framework, it directly maps to US-China foundation model benchmarks and commercialization comparison. Key entities and technical topics under continuous tracking include Cathie Wood, ARK Invest, AI成本, CPI.
Source attribution: curated from rohanpaul_ai (@rohanpaul_ai).
