Robert Gordon: The death of innovation, the end of growth

143,630 views ・ 2013-04-23

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00:00
Translator: Joseph Geni Reviewer: Morton Bast
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譯者: Yi-Ting Chung 審譯者: Geoff Chen
00:12
That's how we traveled in the year 1900.
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這是我們 1900 年用的交通工具
00:15
That's an open buggy. It doesn't have heating.
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輕便敞篷馬車,沒有裝暖氣
00:17
It doesn't have air conditioning.
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也沒有裝冷氣
00:19
That horse is pulling it along
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那隻馬
00:21
at one percent of the speed of sound,
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以 1% 的聲速前進
00:23
and the rutted dirt road
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而布滿車輪痕跡的泥濘小路
00:25
turns into a quagmire of mud anytime it rains.
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一下雨就成了沼澤地
00:29
That's a Boeing 707.
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這是波音 707 客機
00:32
Only 60 years later, it travels
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只過了 60 年
00:34
at 80 percent of the speed of sound,
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就能以 80% 的聲速移動
00:37
and we don't travel any faster today
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而現在我們沒有更快的交通工具
00:39
because commercial supersonic air travel
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因為超音速商務飛機
00:42
turned out to be a bust.
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最後失敗了
00:44
So I started wondering and pondering,
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所以我開始思索
00:47
could it be that the best years of American economic growth
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會不會美國經濟最蓬勃發展的年代
00:50
are behind us?
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已經過去了?
00:52
And that leads to the suggestion, maybe economic growth
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這也意味著,或許經濟成長
00:56
is almost over.
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幾乎已經結束了
00:58
Some of the reasons for this are not really very controversial.
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有些結束的原因沒有太大的爭議
01:02
There are four headwinds that are just hitting
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現在有四大困境正迎面襲擊
01:04
the American economy in the face.
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美國現在的經濟實力
01:07
They're demographics, education, debt and inequality.
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包括人口統計、教育、債務及不平等的問題
01:12
They're powerful enough to cut growth in half.
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這些問題足以減少一半的成長
01:15
So we need a lot of innovation to offset this decline.
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所以我們需要大量創新 來抵銷經濟下滑的趨勢
01:20
And here's my theme: Because of the headwinds,
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這就是我的主題:因為這些困境
01:23
if innovation continues to be as powerful as it has been
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假如創新的表現能和過去 150 年一樣亮眼
01:25
in the last 150 years, growth is cut in half.
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經濟成長會減半
01:29
If innovation is less powerful,
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假如創新力沒有進步
01:32
invents less great, wonderful things,
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無法再發明更多有用的東西
01:34
then growth is going to be even lower than half of history.
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那麼經濟成長將比不上過去的一半
01:38
Now here's eight centuries of economic growth.
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這是過去八個世紀經濟成長的表現
01:41
The vertical axis is just percent per year of growth,
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縱軸代表每年成長的百分比
01:45
zero percent a year, one percent a year, two percent a year.
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一年 0%、1% 或 2%
01:48
The white line is for the U.K., and then the U.S.
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白線代表英國,後段是美國
01:51
takes over as the leading nation in the year 1900,
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在 1900 年成為世界強權
01:54
when the line switches to red.
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也就是紅色線段的部分
01:55
You'll notice that, for the first four centuries,
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大家可以注意到,前面四個世紀
01:57
there's hardly any growth at all, just 0.2 percent.
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幾乎沒有任何成長,只有 0.2%
02:01
Then growth gets better and better.
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接著成長越來越快
02:03
It maxes out in the 1930s, '40s and '50s,
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在 1930、1940 及 1950 年 有最高的經濟成長率
02:06
and then it starts slowing down, and here's a cautionary note.
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然後成長逐漸趨緩,要注意的是
02:09
That last downward notch in the red line
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紅線中最後一次下滑的部分
02:12
is not actual data.
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不是實際的資料
02:14
That is a forecast that I made six years ago
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是我六年前做的預測
02:17
that growth would slow down to 1.3 percent.
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經濟成長將下滑至 1.3%
02:20
But you know what the actual facts are?
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但是你們知道實際數據是多少嗎?
02:22
You know what the growth in per-person income has been
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你們知道過去六年,美國每人所得
02:24
in the United States in the last six years?
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成長率是多少嗎?
02:27
Negative.
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是負數
02:29
This led to a fantasy.
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假設一下
02:31
What if I try to fit a curved line to this historical record?
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我試著以曲線表示這份歷史紀錄
02:36
I can make the curved line end anywhere I wanted,
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我可以自己決定曲線在哪裡結束
02:40
but I decided I would end it at 0.2,
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我認為會在 0.2 的部分
02:43
just like the U.K. growth for the first four centuries.
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就跟英國前面四個世紀一樣
02:48
Now the history that we've achieved is that we've grown
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歷史上我們的經濟成長表現是
02:51
at 2.0 percent per year over the whole period,
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從 1891 年到 2007 年,每年都成長了
02:55
1891 to 2007,
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2%
02:59
and remember it's been a little bit negative since 2007.
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而且別忘了從 2007 年就開始出現負成長
03:02
But if growth slows down,
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如果成長趨緩
03:05
instead of doubling our standard of living every generation,
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而不是每一代的生活水準都有兩倍成長
03:09
Americans in the future can't expect to be twice as well off as their parents,
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未來美國人無法過的 比自己的父母加倍幸福
03:13
or even a quarter [more well off than] their parents.
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或甚至連他們幸福的四分之一都不到
03:16
Now we're going to change and look at the level of per capita income.
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現在我們來看看每人平均所得水準
03:21
The vertical axis now is thousands of dollars in today's prices.
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縱軸是以現在物價來衡量的價格
03:24
You'll notice that in 1891, over on the left,
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大家可以看到在 1891 年,左手邊的部分
03:27
we were at about 5,000 dollars.
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大約是平均 5000 元
03:28
Today we're at about 44,000 dollars of total output
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現在大約每人總產出是
03:31
per member of the population.
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四萬四千元
03:34
Now what if we could achieve that historic
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萬一接下來的 70 年,我們可以達到
03:36
two-percent growth for the next 70 years?
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2% 成長的表現,結果會是如何呢?
03:39
Well, it's a matter of arithmetic.
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這就是算術上的問題了
03:41
Two-percent growth quadruples your standard of living in 70 years.
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2% 的成長率,70 年後是現在生活水準的四倍
03:45
That means we'd go from 44,000 to 180,000.
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代表我們將從四萬四成長到十八萬
03:49
Well, we're not going to do that,
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但我們做不到
03:51
and the reason is the headwinds.
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原因就是那些困境
03:53
The first headwind is demographics.
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第一個困境是人口統計
03:54
It's a truism that your standard of living
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我們都知道,如果每小時的人力增加
03:57
rises faster than productivity, rises faster than output per hour,
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生活水準會成長得比生產力更快
04:00
if hours per person increased.
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也比每小時的產出更快
04:03
And we got that gift back in the '70s and '80s
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從 70 和 80 年代
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when women entered the labor force.
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女性投入勞動力,就可以看的出來
04:08
But now it's turned around.
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但現在情況不同了
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Now hours per person are shrinking,
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現在每小時的人力逐漸在萎縮
04:12
first because of the retirement of the baby boomers,
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第一個原因是因為 嬰兒潮出生的人退休了
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and second because there's been a very significant
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第二個原因是因為
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dropping out of the labor force of prime age adult males
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大量男性壯年人口的勞動力下降
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who are in the bottom half of the educational distribution.
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這些人分布於受教育人口的底層
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The next headwind is education.
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第二個困境是教育
04:30
We've got problems all over our educational system
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儘管推動了「力爭上游」的教育改革計畫
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despite Race to the Top.
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整個教育體制還是有問題
04:34
In college, we've got cost inflation in higher education
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大學裡,高等教育的成本膨脹
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that dwarfs cost inflation in medical care.
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使得醫療照顧的成本萎縮
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We have in higher education a trillion dollars of student debt,
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高等教育的學生負債高達一兆美元
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and our college completion rate
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而我們大學的畢業率
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is 15 points, 15 percentage points below Canada.
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是 15 個百分點,比加拿大低 15 個百分點
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We have a lot of debt.
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我們有很多的債務
04:57
Our economy grew from 2000 to 2007
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我們的經濟從 2000 年到 2007 年有所成長
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on the back of consumers massively overborrowing.
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是因為消費者大量的借貸
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Consumers paying off that debt is one of the main reasons
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需要償還貸款的消費者
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why our economic recovery is so sluggish today.
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就是我們現在經濟蕭條的主因
05:11
And everybody of course knows
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而大家當然都知道
05:12
that the federal government debt is growing
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聯邦政府的公債也在持續上升
05:15
as a share of GDP at a very rapid rate,
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急速成為國內生產毛額的一部分
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and the only way that's going to stop is some combination
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要阻止債務增加唯一的方法
05:21
of faster growth in taxes or slower growth in entitlements,
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是結合高稅率及低津貼的方式
05:26
also called transfer payments.
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也叫做轉移支付
05:28
And that gets us down from the 1.5,
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這使得我們教育有的 1.5% 成長率
05:30
where we've reached for education, down to 1.3.
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因負債下滑至 1.3%
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And then we have inequality.
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最後是不平等的問題
05:36
Over the 15 years before the financial crisis,
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金融危機前 15 年
05:39
the growth rate of the bottom 99 percent
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底部 99% 所得分配的成長率
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of the income distribution was half a point slower
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比我們之前所提過的平均成長率
05:45
than the averages we've been talking about before.
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還要低 0.5 個百分點
05:48
All the rest went to the top one percent.
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剩下的都是頂端 1%
05:50
So that brings us down to 0.8.
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因此使得我們的成長率下滑至 0.8%
05:53
And that 0.8 is the big challenge.
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這 0.8% 又是一大挑戰
05:56
Are we going to grow at 0.8?
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我們有 0.8% 的經濟成長率嗎?
05:58
If so, that's going to require that our inventions
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如果有,那我們的創新就必須
06:01
are as important as the ones that happened
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和過去 150 年的創新
06:03
over the last 150 years.
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一樣重要
06:06
So let's see what some of those inventions were.
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我們來看看這些創新有哪些
06:10
If you wanted to read in 1875 at night,
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在 1875 年,如果你晚上想要讀書
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you needed to have an oil or a gas lamp.
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你需要一盞油燈或煤氣燈
06:17
They created pollution, they created odors,
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這些燈會造成污染,產生氣味
06:19
they were hard to control, the light was dim,
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光線微弱,難以控制
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and they were a fire hazard.
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還有火災的危險
06:24
By 1929, electric light was everywhere.
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到了 1929 年,到處都有電燈
06:29
We had the vertical city, the invention of the elevator.
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因為電梯的發明,我們有了向上發展的城市
06:33
Central Manhattan became possible.
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曼哈頓的繁榮才能成真
06:36
And then, in addition to that, at the same time,
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除此之外,同時
06:39
hand tools were replaced by massive electric tools
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手持工具被大量的電動工具
06:43
and hand-powered electric tools,
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和手動操作的電動工具所取代
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all achieved by electricity.
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一切都歸功於電的發明
06:48
Electricity was also very helpful in liberating women.
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電力對於婦女解放也有很大的幫助
06:52
Women, back in the late 19th century,
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19 世紀晚期,女性
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spent two days a week doing the laundry.
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一週花兩天的時間在洗衣服
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They did it on a scrub board.
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用洗衣板洗衣服
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Then they had to hang the clothes out to dry.
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然後還要把衣服拿出去晾乾
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Then they had to bring them in.
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再把衣服收進來
07:03
The whole thing took two days out of the seven-day week.
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整個過程一個禮拜就花了兩天
07:06
And then we had the electric washing machine.
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後來發明了洗衣機
07:10
And by 1950, they were everywhere.
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到了 1950 年,已經普遍使用
07:13
But the women still had to shop every day,
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但婦女還是得每天上街買菜
07:16
but no they didn't, because electricity
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事實上不需要,因為電
07:18
brought us the electric refrigerator.
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帶動了冰箱的發明
07:21
Back in the late 19th century, the only source of heat in most homes
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19 世紀晚期,大部分家庭唯一的熱源
07:24
was a big fireplace in the kitchen that was used for cooking and heating.
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是廚房裡用來煮飯的大壁爐
07:29
The bedrooms were cold. They were unheated.
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臥房都很冷,沒有暖氣
07:31
But by 1929, certainly by 1950,
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但是到了 1929 年,更確定是到 1950 年
07:34
we had central heating everywhere.
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中央暖氣系統已無所不在
07:38
What about the internal combustion engine,
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那麼 1879 年
07:40
which was invented in 1879?
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發明的內燃機呢?
07:42
In America, before the motor vehicle,
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在美國,車子發明以前
07:46
transportation depended entirely on the urban horse,
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交通完全倚賴馬匹
07:50
which dropped, without restraint,
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牠們每天會在街道上無限制的
07:53
25 to 50 pounds of manure on the streets every day
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排放 25 到 50 磅的糞便
07:57
together with a gallon of urine.
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以及一加侖的尿液
07:59
That comes out at five to 10 tons daily
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城市每平方英里
08:02
per square mile in cities.
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一天會有 5 到 10 噸的排放量
08:04
Those horses also ate up fully one quarter of American agricultural land.
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那些馬還吃了美國四分之一的農地
08:10
That's the percentage of American agricultural land
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這就是美國農地
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it took to feed the horses.
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用來養馬的比例
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Of course, when the motor vehicle was invented,
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當然,車子發明了以後
08:19
and it became almost ubiquitous by 1929,
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到 1929 年,幾乎已普遍使用
08:22
that agricultural land could be used for human consumption
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那些農地就能讓人使用
08:25
or for export.
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或是出口
08:27
And here's an interesting ratio: Starting from zero in 1900,
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這個數據很有趣,1900 年開始
08:30
only 30 years later, the ratio of motor vehicles to the number of households
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只過了 30 年,美國每戶擁有車子的比率
08:35
in the United States reached 90 percent in just 30 years.
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從 0% 成長到 90%,只花了 30 年
08:42
Back before the turn of the century,
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在上個世紀之前
08:45
women had another problem.
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婦女還遇到另外一個難題
08:46
All the water for cooking, cleaning and bathing
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所有煮飯、清潔或梳洗的用水
08:51
had to be carried in buckets and pails in from the outside.
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都必須用水桶從外面裝回來
08:55
It's a historical fact that in 1885,
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這是 1885 年的史實
08:58
the average North Carolina housewife
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北卡羅來納州的家庭主婦
09:00
walked 148 miles a year carrying 35 tons of water.
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一年走了 145 英里,裝 35 噸的水
09:06
But by 1929, cities around the country
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但是到了 1929 年,全國各城市
09:10
had put in underground water pipes.
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都建設了地下水道
09:13
They had put in underground sewer pipes,
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他們鋪了下水道
09:16
and as a result, one of the great scourges of the late 19th century,
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因此,19 世紀晚期最嚴重的災難
09:22
waterborne diseases like cholera, began to disappear.
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透過水所傳染的疾病像霍亂,逐漸消失
09:26
And an amazing fact for techno-optimists
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對技術樂觀主義者來說,最驚人的是
09:29
is that in the first half of the 20th century,
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20 世紀前半
09:32
the rate of improvement of life expectancy
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平均壽命改善的速率
09:35
was three times faster than it was
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比 19 世紀後半
09:38
in the second half of the 19th century.
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快了 3 倍
09:40
So it's a truism that things can't be more than 100 percent of themselves.
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所以理所當然你知道 這已經是最好的表現了
09:46
And I'll just give you a few examples.
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我給大家舉一些例子
09:48
We went from one percent to 90 percent of the speed of sound.
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我們從 0% 的聲速進步到 90%
09:51
Electrification, central heat, ownership of motor cars,
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電氣化、中央暖氣系統、汽車
09:55
they all went from zero to 100 percent.
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都從無到有,0% 進步到 100%
09:57
Urban environments make people more productive than on the farm.
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比起農場,城市的環境讓我們更有生產力
10:01
We went from 25 percent urban to 75 percent
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戰後初期,城市化的比率
10:03
by the early postwar years.
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從 25% 上升至 75%
10:08
What about the electronic revolution?
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那麼電子方面的革命呢?
10:10
Here's an early computer.
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這是早期的電腦
10:12
It's amazing. The mainframe computer was invented in 1942.
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非常驚人,大型電腦在 1942 年時發明
10:15
By 1960 we had telephone bills, bank statements
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到了 1960 年,我們的電話和銀行帳單
10:20
were being produced by computers.
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都交由電腦處理
10:22
The earliest cell phones, the earliest personal computers
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最早的手機、最早的個人電腦
10:24
were invented in the 1970s.
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都在 1970 年出現
10:27
The 1980s brought us Bill Gates, DOS,
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1980 年代我們有了比爾蓋茲、磁碟作業系統
10:31
ATM machines to replace bank tellers,
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以及自動提款機,來取代銀行的出納員
10:33
bar code scanning to cut down on labor in the retail sector.
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條碼掃描器減少了零售業的人力
10:37
Fast forward through the '90s,
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一下就到了 90 年代
10:39
we had the dotcom revolution
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我們有了網路革命
10:41
and a temporary rise in productivity growth.
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生產力一度上升
10:44
But I'm now going to give you an experiment.
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現在給大家做個實驗
10:46
You have to choose either option A or option B.
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只能選 A 或選 B
10:49
(Laughter)
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(笑聲)
10:52
Option A is you get to keep everything invented up till 10 years ago.
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A 選項是你可以保留 一直到 10 年前所發明的東西
10:55
So you get Google, you get Amazon,
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所以你有谷歌、亞馬遜可以用
10:58
you get Wikipedia, and you get running water and indoor toilets.
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還有維基百科、自來水和室內廁所
11:01
Or you get everything invented to yesterday,
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或是 B 選項,你可以擁有 直至今日發明的所有東西
11:03
including Facebook and your iPhone,
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包括臉書和蘋果的智慧型手機
11:05
but you have to give up, go out to the outhouse,
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但你必須放棄,你必須到外面
11:07
and carry in the water.
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裝水回來
11:10
Hurricane Sandy caused a lot of people to lose the 20th century,
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颶風桑迪讓許多人失去了 20 世紀的一切
11:14
maybe for a couple of days,
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也許是幾天
11:15
in some cases for more than a week,
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有些人超過一個禮拜
11:17
electricity, running water, heating, gasoline for their cars,
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沒有電、自來水、暖氣和汽油
11:21
and a charge for their iPhones.
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也沒辦法幫手機充電
11:24
The problem we face is that all these great inventions,
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現在的問題是,未來我們要有
11:27
we have to match them in the future,
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比得上這些偉大發明的創新
11:30
and my prediction that we're not going to match them
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而我預期,未來不會有更偉大的發明
11:33
brings us down from the original two-percent growth
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我們從原來的 2% 成長率
11:36
down to 0.2, the fanciful curve that I drew you at the beginning.
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下滑到我一開始畫的 0.2% 的未來預測
11:41
So here we are back to the horse and buggy.
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現在回到馬匹及馬車
11:44
I'd like to award an Oscar
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我想頒個奧斯卡獎
11:47
to the inventors of the 20th century,
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給 20 世紀的發明家
11:50
the people from Alexander Graham Bell
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從亞歷山大·格拉漢姆·貝爾
11:53
to Thomas Edison to the Wright Brothers,
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到湯瑪斯·愛迪生,再到萊特兄弟
11:55
I'd like to call them all up here,
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我想請他們到這裡來
11:56
and they're going to call back to you.
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告訴大家
11:58
Your challenge is, can you match what we achieved?
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你們面臨的挑戰是: 能不能戰勝我們的成就呢?
12:02
Thank you.
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謝謝大家
12:03
(Applause)
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(掌聲)
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