In the previous article, we shared the proportion of industrial added value in the world, and the data showed that the total industrial added value of China, the United States, Japan and Europe since 1998 has always remained at the level of about 70% of the world.
The difference is that China has increased by 20 percentage points in 25 years, while the share of the United States, Japan and Europe in the world has decreased by 20 percentage points combined.
However, this does not prevent the United States, Japan and Europe from leading in the field of advanced manufacturing, and their advantages are relatively obvious in achieving a breakthrough from 0 to 1.
As for artificial intelligence, represented by SORA, it is also a manifestation of this advantage.
Judging from the leading edge of the United States in the field of military industry, SORA did not make a mistake in the technology tree at the industrial level, but it just did not find a breakthrough in the consumer market for the time being.
Is Sora wrong with the tech tree? In addition to the industrial sector, we should also take a look at how the consumer market has changed over the past few decades.
Since 1900, all the economic crises in the developed regions have been related to consumption. Therefore, in order to promote consumption, they have thought of many ways, in addition to the basic clothing, food, housing and transportation, including competitive sports, reality shows, wedding dresses, movies, video games, etc., high-end consumption items are all designed to allow people to take out the money in their pockets for consumption.
According to the tax system of developed regions, only consumption can receive taxes, and only then can the basic operation of society be better maintained.
Is consumption so important? What changes have taken place in the consumer market since 1998? It is necessary for us to find out.
Coincidentally, the proportion of Europe, Japan, the United States and China's consumption in the world has not changed significantly since 1998, and has basically stabilized at about 75%.
The proportion of Japan, the United States, and European consumption in the world has declined, and their declining share has basically been divided up by the Chinese market.
With a global consumer share of 10%, any giant company, without a specific reason, will not give up this market lightly.
But as you know, many of the world's best companies are unable to enter this huge market with 1.4 billion mature consumers for various reasons.
With the advancement of science and technology, more advanced and efficient consumer media are nothing more than artificial intelligence that integrates multiple technologies.
How is AI impacting consumption? The core demand of consumption is cheapness, and the integration of the huge social division of labor system by the general-purpose artificial intelligence SORA can create cheaper goods and services that are more in line with consumers' psychological expectations in the foreseeable future.
As for artificial intelligence in the production field, it has actually been quietly deployed for several years, and the substantial increase in per capita labor efficiency is the embodiment of this layout. It's just that for most people, production is far away from us.
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