How we'll earn money in a future without jobs | Martin Ford

1,604,689 views ・ 2017-11-16

TED


请双击下面的英文字幕来播放视频。

翻译人员: Eric Yang 校对人员: Kerry Chen
00:12
I'm going to begin with a scary question:
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首先,我想提出一个可怕的问题:
00:15
Are we headed toward a future without jobs?
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我们是否正在迈向一个没有工作的未来?
00:18
The remarkable progress that we're seeing
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如今目睹了自动驾驶汽车
00:21
in technologies like self-driving cars
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等技术的显著进步,
00:22
has led to an explosion of interest in this question,
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我们对此问题的关注日益激增,
00:26
but because it's something that's been asked
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但这一问题在过去
00:28
so many times in the past,
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人们已多次提及,
00:29
maybe what we should really be asking
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也许我们真正应当关心的
00:31
is whether this time is really different.
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是这次情况是否会有所不同。
00:35
The fear that automation might displace workers
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人类一直担忧,自动化会取代工人
00:38
and potentially lead to lots of unemployment
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进而导致大量失业,
00:40
goes back at a minimum 200 years to the Luddite revolts in England.
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从二百多年前的英国卢德运动开始,
00:44
And since then, this concern has come up again and again.
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这种担忧便一再出现。
00:47
I'm going to guess
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我猜在座各位
00:48
that most of you have probably never heard of the Triple Revolution report,
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多数没听说过“三次革命报告”,
00:53
but this was a very prominent report.
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这是一份杰出的报告,
00:55
It was put together by a brilliant group of people --
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出自一群优秀人才之手,
00:58
it actually included two Nobel laureates --
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其中包括两名诺奖得主。
01:01
and this report was presented to the President of the United States,
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该报告最终呈送美国总统审阅。
01:04
and it argued that the US was on the brink of economic and social upheaval
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报告指出,美国正处于经济和社会动荡的边缘,
01:09
because industrial automation was going to put millions of people
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因为工业自动化将导致数百万工人
01:13
out of work.
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下岗失业。
01:14
Now, that report was delivered to President Lyndon Johnson
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时任总统林登·约翰逊收到报告时
01:17
in March of 1964.
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是1964年3月。
01:19
So that's now over 50 years,
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如今五十多年过去了,
01:21
and, of course, that hasn't really happened.
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美国并没有发生动荡。
这样的故事从此不断上演:
01:24
And that's been the story again and again.
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警钟一再响起,
01:26
This alarm has been raised repeatedly,
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01:28
but it's always been a false alarm.
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但最终总是虚惊一场。
01:30
And because it's been a false alarm,
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随着虚惊不断发生,
01:32
it's led to a very conventional way of thinking about this.
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人们对其产生了思维惯性:
01:35
And that says essentially that yes,
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动荡本质上无可避免,
01:37
technology may devastate entire industries.
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新技术势必席卷整个工业界
01:40
It may wipe out whole occupations and types of work.
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并取代所有的工作岗位。
01:43
But at the same time, of course,
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但与此同时,
01:45
progress is going to lead to entirely new things.
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科技进步也将带来全新的变化。
01:47
So there will be new industries that will arise in the future,
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在未来,新型工业将会兴起,
01:50
and those industries, of course, will have to hire people.
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势必产生新的用人需求。
01:53
There'll be new kinds of work that will appear,
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未来将会出现全新的工作,
01:56
and those might be things that today we can't really even imagine.
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有的甚至今天我们根本无法想像。
01:59
And that has been the story so far,
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这便是迄今为止的故事,
02:01
and it's been a positive story.
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一直是令人乐观的。
02:03
It turns out that the new jobs that have been created
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事实证明,新出现的工作
02:06
have generally been a lot better than the old ones.
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通常远胜过旧的工作。
02:08
They have, for example, been more engaging.
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新工作更有吸引力,
02:11
They've been in safer, more comfortable work environments,
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工作环境更为安全舒适,
02:15
and, of course, they've paid more.
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挣得自然也更多。
02:16
So it has been a positive story.
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所以这个故事是乐观的,
02:18
That's the way things have played out so far.
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而事情迄今的发展亦是如此。
02:21
But there is one particular class of worker
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但有一类特殊的劳动群体,
02:24
for whom the story has been quite different.
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其境遇却全然不同。
02:27
For these workers,
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对这个群体来说,
02:29
technology has completely decimated their work,
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科技彻底取代了他们的工作,
02:32
and it really hasn't created any new opportunities at all.
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却并未为其带来任何新的就业机会。
02:35
And these workers, of course,
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当然,我所指的“劳动群体”,
02:37
are horses.
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正是马。
02:38
(Laughter)
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(笑声)
02:40
So I can ask a very provocative question:
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由此我便能提出一个尖锐的问题:
02:43
Is it possible that at some point in the future,
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在未来,是否有可能
02:46
a significant fraction of the human workforce is going to be made redundant
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会出现相当数量的劳动力冗余
02:51
in the way that horses were?
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正如马的遭遇一般?
02:53
Now, you might have a very visceral, reflexive reaction to that.
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出于本能,人们可能会下意识地
02:56
You might say, "That's absurd.
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反驳道:“荒唐!
02:58
How can you possibly compare human beings to horses?"
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牲畜岂能和人相比?”
03:02
Horses, of course, are very limited,
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马的能力固然有限,
03:04
and when cars and trucks and tractors came along,
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当汽车、卡车和拖拉机出现后,
03:07
horses really had nowhere else to turn.
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马便没了用武之地。
03:09
People, on the other hand, are intelligent;
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但人却是具有智慧的,
能够学习,并且会适应环境。
03:12
we can learn, we can adapt.
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03:14
And in theory,
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因此理论上讲,
03:15
that ought to mean that we can always find something new to do,
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人应当总能找到新的工作,
始终保持与未来经济的联系。
03:18
and that we can always remain relevant to the future economy.
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03:21
But here's the really critical thing to understand.
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但我们必须意识到的关键是,
03:24
The machines that will threaten workers in the future
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未来将威胁取代劳动力的机器
03:27
are really nothing like those cars and trucks and tractors
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和取代了马匹的汽车、卡车或拖拉机
03:30
that displaced horses.
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绝不可同日而语。
03:32
The future is going to be full of thinking, learning, adapting machines.
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未来的机器将具有思维,学习和适应能力。
03:37
And what that really means
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这便真正意味着
03:38
is that technology is finally beginning to encroach
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技术终将开始入侵
03:41
on that fundamental human capability --
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最根本的人类能力——
03:44
the thing that makes us so different from horses,
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那种使我们有别于动物的能力。
03:47
and the very thing that, so far,
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正是由于这种能力,
03:49
has allowed us to stay ahead of the march of progress
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人们才能引领时代发展,
03:52
and remain relevant,
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并始终作用于经济
03:53
and, in fact, indispensable to the economy.
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成为其不可或缺的重要一环。
03:58
So what is it that is really so different
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所以今天的信息技术
04:00
about today's information technology
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相对于过去的技术革新
04:02
relative to what we've seen in the past?
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其不同之处究竟在哪里呢?
04:04
I would point to three fundamental things.
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我将指出三个基本的方面。
04:07
The first thing is that we have seen this ongoing process
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第一,我们已经目睹了这一进程
04:12
of exponential acceleration.
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指数爆炸式的增长速度。
04:14
I know you all know about Moore's law,
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想必大家都了解摩尔定律,
04:16
but in fact, it's more broad-based than that;
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但其适用面其实要宽广得多
04:18
it extends in many cases, for example, to software,
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涵盖了很多不同领域的发展规律,
比如软件,通讯,带宽增长等。
04:22
it extends to communications, bandwidth and so forth.
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04:25
But the really key thing to understand
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但我们要意识到的关键是
04:27
is that this acceleration has now been going on for a really long time.
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这种增长已经持续了很久,
04:30
In fact, it's been going on for decades.
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实际上已经有几十年了。
04:32
If you measure from the late 1950s,
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若从五十年代末
04:35
when the first integrated circuits were fabricated,
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第一批集成电路问世算起,
04:38
we've seen something on the order of 30 doublings in computational power
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我们现今的计算能力已经翻了30番。
04:42
since then.
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04:44
That's just an extraordinary number of times to double any quantity,
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对于任何事物,这样的增长量都是惊人的,
04:47
and what it really means
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它意味着
04:49
is that we're now at a point where we're going to see
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我们正处在一个时间点,
能够目睹科技巨大的进步,
04:51
just an extraordinary amount of absolute progress,
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04:54
and, of course, things are going to continue to also accelerate
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并且从今往后,科技仍将
继续加速增长。
04:57
from this point.
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04:58
So as we look forward to the coming years and decades,
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因此,当我们期待若干年后的未来时,
05:00
I think that means that we're going to see things
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我们将面临始料未及的变迁;
05:03
that we're really not prepared for.
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05:04
We're going to see things that astonish us.
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我们将见证令人惊奇的成就。
05:06
The second key thing
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第二,
05:08
is that the machines are, in a limited sense, beginning to think.
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狭义上讲,机器开始具有思考能力。
05:12
And by this, I don't mean human-level AI,
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我此话所指,并非是智力堪比人类,
05:14
or science fiction artificial intelligence;
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或是科幻小说中出现的人工智能。
05:17
I simply mean that machines and algorithms are making decisions.
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我只想指出,机器和算法将能够进行决策,
05:22
They're solving problems, and most importantly, they're learning.
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解决问题,以及最重要的,能够自我学习。
05:26
In fact, if there's one technology that is truly central to this
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其实如果说有一项核心技术
05:29
and has really become the driving force behind this,
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是科技进步的关键驱动力,
那便是机器学习,
05:32
it's machine learning,
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05:33
which is just becoming this incredibly powerful,
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一项正在显示其惊人威力,
05:36
disruptive, scalable technology.
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颠覆性,以及扩展性的技术。
05:39
One of the best examples I've seen of that recently
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近来我见到的最佳事例
05:42
was what Google's DeepMind division was able to do
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就有谷歌DeepMind团队研发了
05:44
with its AlphaGo system.
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AlphaGo系统,
05:46
Now, this is the system that was able to beat the best player in the world
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在历史悠久的围棋游戏上
05:50
at the ancient game of Go.
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击败了世界最强高手。
05:52
Now, at least to me,
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而至少在我看来,
05:53
there are two things that really stand out about the game of Go.
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围棋有两个突出的特点。
其一是在下棋时,
05:57
One is that as you're playing the game,
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05:59
the number of configurations that the board can be in
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棋盘上可能的变化
06:02
is essentially infinite.
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基本上无法穷尽。
06:03
There are actually more possibilities than there are atoms in the universe.
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棋局的数目甚至比宇宙中的原子还要多。
06:07
So what that means is,
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这便意味着,
06:09
you're never going to be able to build a computer to win at the game of Go
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若要造出一台下围棋能赢的电脑,
06:12
the way chess was approached, for example,
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采用设计国际象棋软件的思路,
06:15
which is basically to throw brute-force computational power at it.
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通过增加计算资源暴力破解,是不可行的,
06:19
So clearly, a much more sophisticated, thinking-like approach is needed.
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必然要采用一种更为复杂,更贴近思考的途径。
06:24
The second thing that really stands out is that,
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第二个突出的特点便是,
06:27
if you talk to one of the championship Go players,
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即便去请教一位围棋冠军,
06:30
this person cannot necessarily even really articulate what exactly it is
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他也不一定能讲清自己下棋时
06:34
they're thinking about as they play the game.
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究竟是如何思考的。
06:37
It's often something that's very intuitive,
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棋手常依赖某种直观的判断,
06:39
it's almost just like a feeling about which move they should make.
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几乎是凭感觉,来决定该走哪手棋。
06:42
So given those two qualities,
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鉴于以上两点,
06:44
I would say that playing Go at a world champion level
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按说要把围棋下到世界冠军水平,
06:48
really ought to be something that's safe from automation,
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机器是无法胜任的,
06:51
and the fact that it isn't should really raise a cautionary flag for us.
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而事实并非如此,我们应当引起警惕了。
06:55
And the reason is that we tend to draw a very distinct line,
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究其原因,我们习惯划一条明确的界线
06:59
and on one side of that line are all the jobs and tasks
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在界线的一侧,是我们认为
07:03
that we perceive as being on some level fundamentally routine and repetitive
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较为基础,常规,重复
07:08
and predictable.
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且容易预测的工作。
07:09
And we know that these jobs might be in different industries,
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这类工作可能来自不同行业,
07:12
they might be in different occupations and at different skill levels,
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不同岗位,所需技能也有高低之分,
07:15
but because they are innately predictable,
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但本质上都是可以预测的,
07:17
we know they're probably at some point going to be susceptible
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因此终有一日会受到
机器学习的冲击,
07:21
to machine learning,
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并走向自动化。
07:22
and therefore, to automation.
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07:23
And make no mistake -- that's a lot of jobs.
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这类工作数目可是不少
07:25
That's probably something on the order of roughly half
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经济体中差不多一半的工作
07:28
the jobs in the economy.
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都属于此类。
07:30
But then on the other side of that line,
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而界线另一侧的工作,
07:32
we have all the jobs that require some capability
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我们认为需要特殊的能力,
07:36
that we perceive as being uniquely human,
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只有人能胜任,
07:38
and these are the jobs that we think are safe.
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所以这些工作是安全的。
07:41
Now, based on what I know about the game of Go,
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以我对围棋的了解,
07:43
I would've guessed that it really ought to be on the safe side of that line.
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我猜它应该在分界线“安全”的一侧。
但谷歌攻克了这一难题,否定了我的猜测,
07:47
But the fact that it isn't, and that Google solved this problem,
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07:50
suggests that that line is going to be very dynamic.
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也说明这条分界线将会剧烈变动,
07:52
It's going to shift,
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移向安全的一侧,
07:53
and it's going to shift in a way that consumes more and more jobs and tasks
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将我们当前认为无法自动化的工作任务
07:58
that we currently perceive as being safe from automation.
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逐渐纳入不安全的范围。
08:01
The other key thing to understand
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还有一点需要了解,
08:03
is that this is by no means just about low-wage jobs or blue-collar jobs,
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会遭受冲击的不只是低薪的蓝领工作,
08:08
or jobs and tasks done by people
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或是教育程度较低的人
08:10
that have relatively low levels of education.
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所从事的工作。
08:12
There's lots of evidence to show
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诸多证据表明
08:14
that these technologies are rapidly climbing the skills ladder.
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科技的威力正在飞速攀升。
08:17
So we already see an impact on professional jobs --
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我们已经看到科技对专业工作的冲击,
08:21
tasks done by people like accountants,
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受到冲击的包括会计师
08:25
financial analysts,
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财政分析师
08:26
journalists,
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记者
08:28
lawyers, radiologists and so forth.
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律师,以及放射科医师等。
08:30
So a lot of the assumptions that we make
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而我们目前有很多假设
08:32
about the kind of occupations and tasks and jobs
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在探讨哪些职业、任务和工作
08:35
that are going to be threatened by automation in the future
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未来将遭到自动化的冲击。
这些假设将来都很可能遭到挑战。
08:38
are very likely to be challenged going forward.
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08:40
So as we put these trends together,
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当我们汇总这些趋势后,
08:42
I think what it shows is that we could very well end up in a future
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便能看出,未来我们很可能面临
08:45
with significant unemployment.
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严重的失业。
08:48
Or at a minimum,
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就算退一万步讲,
08:49
we could face lots of underemployment or stagnant wages,
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我们也会面临就业不足,或者工资水平停滞
08:53
maybe even declining wages.
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乃至下降。
08:56
And, of course, soaring levels of inequality.
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社会不平等自然也会激增。
08:58
All of that, of course, is going to put a terrific amount of stress
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以上问题势必会给社会结构
09:03
on the fabric of society.
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带来巨大压力。
09:04
But beyond that, there's also a fundamental economic problem,
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除此之外,还有一个根本的经济问题:
09:08
and that arises because jobs are currently the primary mechanism
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就业是我们当前主要的收入分配机制,
09:13
that distributes income, and therefore purchasing power,
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有了收入,消费者就有了购买力
09:16
to all the consumers that buy the products and services we're producing.
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可以购买人们生产出的产品和服务。
09:22
In order to have a vibrant market economy,
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为使市场经济繁荣,
09:25
you've got to have lots and lots of consumers
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需要大量有购买力的消费者
09:27
that are really capable of buying the products and services
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来消化社会生产出的产品和服务。
09:30
that are being produced.
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09:31
If you don't have that, then you run the risk
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否则我们就会面临经济停滞
09:34
of economic stagnation,
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09:35
or maybe even a declining economic spiral,
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甚至螺旋式下降的风险,
09:39
as there simply aren't enough customers out there
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因为没有足够的消费者
09:41
to buy the products and services being produced.
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购买生产出的产品和服务。
09:44
It's really important to realize
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重要的是要认识到,
09:46
that all of us as individuals rely on access to that market economy
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作为个体,我们每个人都要靠参与市场经济
09:52
in order to be successful.
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来获得成功。
09:53
You can visualize that by thinking in terms of one really exceptional person.
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我们不妨来想象一位杰出的人物,
09:58
Imagine for a moment you take, say, Steve Jobs,
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比如说史蒂夫·乔布斯,
10:01
and you drop him on an island all by himself.
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把他一个人丢在荒岛上,
10:03
On that island, he's going to be running around,
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让他四处奔走
10:06
gathering coconuts just like anyone else.
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去收集椰子,和其他人一样。
10:08
He's really not going to be anything special,
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他肯定成不了什么“乔帮主”,
10:11
and the reason, of course, is that there is no market
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原因很显然,岛上没有手机市场
10:14
for him to scale his incredible talents across.
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能让他施展才智,大显身手。
10:17
So access to this market is really critical to us as individuals,
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所以市场对我们个人来说至关重要,
10:20
and also to the entire system in terms of it being sustainable.
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同时也是整个社会可持续发展的重中之重。
10:25
So the question then becomes: What exactly could we do about this?
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那么问题就变成了,我们究竟该如何应对挑战?
我们可以在非常理想的框架中看待这一问题。
10:29
And I think you can view this through a very utopian framework.
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10:32
You can imagine a future where we all have to work less,
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设想在未来,我们都会减少工作,
10:35
we have more time for leisure,
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拥有更多闲暇时光陪伴家人,
10:38
more time to spend with our families,
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或者做些真正怡情养性的事情,等等。
10:40
more time to do things that we find genuinely rewarding
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10:43
and so forth.
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10:44
And I think that's a terrific vision.
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这是非常美妙的愿景,
10:46
That's something that we should absolutely strive to move toward.
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值得我们为之全力奋斗。
10:50
But at the same time, I think we have to be realistic,
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但同时我们也要务实,
10:52
and we have to realize
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要意识到
10:54
that we're very likely to face a significant income distribution problem.
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我们极有可能面临严重的收入分配问题。
10:59
A lot of people are likely to be left behind.
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许多人可能会落在后面。
11:03
And I think that in order to solve that problem,
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要解决收入分配问题,
11:05
we're ultimately going to have to find a way
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我们最终要找到一条途径
11:07
to decouple incomes from traditional work.
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将收入与传统的工作分离。
11:10
And the best, more straightforward way I know to do that
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而据我所知,最直接有效的方法
11:13
is some kind of a guaranteed income or universal basic income.
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便是设立某种无条件基本收入。
11:16
Now, basic income is becoming a very important idea.
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基本收入已经成为重要的概念,
11:19
It's getting a lot of traction and attention,
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广受关注及推崇,
11:21
there are a lot of important pilot projects
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世界各国也相继开展了
11:23
and experiments going on throughout the world.
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很多重大试点项目。
11:26
My own view is that a basic income is not a panacea;
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我认为基本收入不是灵丹妙药,
11:29
it's not necessarily a plug-and-play solution,
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不是“一用就见效”的解决方案。
11:32
but rather, it's a place to start.
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这仅是一个起点,一个设想
11:34
It's an idea that we can build on and refine.
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还有待我们在其基础上加以完善。
11:36
For example, one thing that I have written quite a lot about
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例如,我围绕这样一个设想写过不少文章,
11:39
is the possibility of incorporating explicit incentives into a basic income.
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那便是,将显性激励整合到基本收入中。
11:44
To illustrate that,
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我具体解释一下,
11:46
imagine that you are a struggling high school student.
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想象你是个苦苦挣扎的高中生,
11:48
Imagine that you are at risk of dropping out of school.
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正面临被开除的风险。
11:52
And yet, suppose you know that at some point in the future,
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但假设你知道未来有这么一天,
11:55
no matter what,
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不管什么情况下,
11:56
you're going to get the same basic income as everyone else.
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你都能得到和其他人一样的基本收入。
12:00
Now, to my mind, that creates a very perverse incentive
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在我看来,这将造成一种不当动机
12:03
for you to simply give up and drop out of school.
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使你甘心直接退学。
12:06
So I would say, let's not structure things that way.
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所以说,办事不能这样一刀切。
12:08
Instead, let's pay people who graduate from high school somewhat more
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反之,与辍学的人相比,应该给高中毕业的人
更多一些的收入。
12:14
than those who simply drop out.
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12:16
And we can take that idea of building incentives into a basic income,
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这种将激励整合到基本收入中的做法,
12:19
and maybe extend it to other areas.
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我们也可以用在其他领域中。
12:21
For example, we might create an incentive to work in the community
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比如,我们可以创造激励来鼓励社区义工,
鼓励互相帮助,
12:25
to help others,
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12:26
or perhaps to do positive things for the environment,
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鼓励保护环境的行为,等等。
12:29
and so forth.
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1170
12:30
So by incorporating incentives into a basic income,
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通过将激励纳入基本收入制度中,
12:33
we might actually improve it,
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我们便能改善这一制度,
12:35
and also, perhaps, take at least a couple of steps
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或者把步子迈得再大些,
12:37
towards solving another problem
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去解决另一个问题
12:40
that I think we're quite possibly going to face in the future,
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——未来我们很可能要面对的问题。
12:43
and that is, how do we all find meaning and fulfillment,
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那就是:未来我们可能不再需要大量的传统工作了,
12:47
and how do we occupy our time
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那我们又该如何利用时间,
12:49
in a world where perhaps there's less demand for traditional work?
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4349
寻找生命的意义,实现人生的圆满呢?
12:54
So by extending and refining a basic income,
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因此,通过改良并推广基本收入制度,
12:57
I think we can make it look better,
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我们可以令其更为合意,
12:59
and we can also, perhaps, make it more politically and socially acceptable
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并且更容易为政界采纳,
也更容易在社会中实施,
13:04
and feasible --
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1164
13:05
and, of course, by doing that,
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最终有更大的几率
13:07
we increase the odds that it will actually come to be.
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3450
使这项制度真正落地。
13:11
I think one of the most fundamental,
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2270
对于推行基本收入制度,
13:14
almost instinctive objections
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或者任何重大的保险金制度,
13:16
that many of us have to the idea of a basic income,
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我想很多人都会持反对意见。
13:19
or really to any significant expansion of the safety net,
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3732
其中有一条意见尤为根本,
几乎是出于本能,我们会担心
13:23
is this fear that we're going to end up with too many people
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最终有太多人安于坐享其成,
13:27
riding in the economic cart,
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1738
13:28
and not enough people pulling that cart.
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2047
而没有足够的人真正去推动经济发展。
13:31
And yet, really, the whole point I'm making here, of course,
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而我在此要表达的观点是
13:33
is that in the future,
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1361
在未来,
13:35
machines are increasingly going to be capable of pulling that cart for us.
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3826
机器将会替我们更好地推动经济发展。
13:39
That should give us more options
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1990
这给我们构建社会,组织经济
13:41
for the way we structure our society and our economy,
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提供了更多选择方案。
13:45
And I think eventually, it's going to go beyond simply being an option,
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而我相信,最终这将不仅只是一种选择,
更将成为大势所趋。
13:48
and it's going to become an imperative.
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原因很显然,当今发生的一切
13:50
The reason, of course, is that all of this is going to put
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将使社会面临巨大的压力,
13:53
such a degree of stress on our society,
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2014
13:55
and also because jobs are that mechanism
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2514
而就业机制又是
13:57
that gets purchasing power to consumers
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1965
赋予消费者购买力,
13:59
so they can then drive the economy.
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驱动经济发展的重要抓手。
14:02
If, in fact, that mechanism begins to erode in the future,
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如果未来这一机制遭到侵蚀,
14:05
then we're going to need to replace it with something else
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我们便需要采用其他措施。
14:08
or we're going to face the risk
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否则我们便将面临
14:10
that our whole system simply may not be sustainable.
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社会无法持续运转的风险。
14:12
But the bottom line here is that I really think
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2382
但有一点我坚信不疑,
14:15
that solving these problems,
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那便是:如何解决这些问题,
14:17
and especially finding a way to build a future economy
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3400
尤其是寻找一条构建未来经济的途径
14:21
that works for everyone,
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使得社会中每个阶层
14:23
at every level of our society,
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1861
均能从中受益,
14:25
is going to be one of the most important challenges that we all face
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将是我们未来亟需共同面对的
14:28
in the coming years and decades.
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至关重要的挑战。
14:30
Thank you very much.
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谢谢大家!
14:32
(Applause)
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(掌声)
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