經濟學人11/15《商業版塊Podcast》AI狂潮席捲商界!從企業泡沫、AI誹謗官司,到台積電的謹慎與馬斯克的1兆美元天價薪水——本期《經濟學人》揭開2025年全球商業的七宗罪與權力轉變。

海格讀書會(每周更新)專注財經及經濟學人分享 November 16, 2025
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海格讀書會(每周更新)專注財經及經濟學人分享

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大家好,歡迎來到海格讀書會!我們是一個專注於財經與《經濟學人》分享的慢跑社團。成員主要是居住在美東的華人朋友,來自台灣、香港、大陸以及美東的上班族及學生。透過慢跑和讀書會,我們一同了解全球重要的財經新聞。 我們喜歡九八新聞台,台灣財經起床號丁學文的《經濟學人》解讀影片,非常適合在慢跑及通勤時收聽。不過40分鐘的內容常常不夠,因此我們創立了這個頻道,希望分享社團讀書會的精華,讓喜歡財經投資又熱愛慢跑的朋友們,可以邊跑邊聽,跑出健康,也跑出智慧。 本頻道會陸續增加美股、投資及經濟學人相關Podcast,如果你喜歡這個頻道的內容,請記得按讚、訂閱並分享給你的朋友,也請多多支持,激勵我們持續更新!

Video Description

本期《經濟學人》商業版聚焦在人工智慧熱潮與企業狂熱下的多重現象。 00:00 介紹 01:00 企業狂熱的七宗罪 12:24 人資HR成公司新權力核心 20:10 AI派對唯一清醒者台積電 25:57 聊天機器人成誹謗訴訟新戰場 31:38 顧客微笑距離10-4法則 36:00 與上司戀愛的代價 40:21 馬斯克天價酬薪之惑 45:44 總結 首先〈企業狂熱的七宗罪〉揭露美國企業在AI、加密貨幣、私募債務與政治表態之間的財務迷航。從特斯拉、Meta、微策略(MicroStrategy)到OpenAI與Nvidia,整個矽谷正上演一場資金與信仰交織的泡沫,企業槓桿借貸與虛擬財務操作成為新風險源。報導警示:這場狂歡或許正是下一次金融危機的前奏。  第二篇〈人資崛起全面接管〉指出,人資部門(HR)在企業內的地位正迅速提升,甚至成為CEO的搖籃。全球勞動力短缺、DEI多元包容政策與AI轉型都推升HR需求。然而AI也可能反噬人資本身——自動化簡歷篩選、AI聊天助理正取代部分HR職能,未來人資人數或將下滑。  第三篇〈台積電放緩惹AI焦慮〉聚焦半導體巨頭TSMC。面對Nvidia、OpenAI與Tesla的急迫需求,台積電依然選擇謹慎擴產。歷經疫情過熱與庫存過剩後,TSMC警惕重蹈覆轍,維持「穩中求進」的策略。文章指出,AI晶片市場若出現泡沫,TSMC的保守或許反成長期優勢。  〈AI誹謗訴訟新戰場〉揭示另一場風暴:AI模型「胡言亂語」造成的誹謗風險。從Google的Gemma、Meta的Bot到OpenAI,都已面臨名譽官司。美國司法體系可能重新界定AI的言論責任,科技公司面臨法規與道德雙重挑戰。  〈顧客距離10-4法則〉則以Target的「顧客距離微笑規則」反映零售服務文化的矛盾。規範式的親切可能提升體驗,也可能引發員工壓力與反感,凸顯人際互動標準化的極限。  〈與上司戀愛的代價〉以芬蘭大數據揭露職場戀情後果。雖短期有薪資提升,但分手後平均收入暴跌18%,顯示情感與職涯糾纏的風險遠超想像。  最後,〈馬斯克天價酬薪之惑〉討論特斯拉董事會批准的「1兆美元薪酬計畫」,象徵超級明星CEO現象的極端化。企業對天才個人的依賴可能帶來創新,也潛藏組織性風險。報導提醒,明星光環下,企業治理的平衡與持續性更值得關注。  本期內容從金融泡沫到人資崛起,從台積電的保守策略到AI法律風暴,全面描繪2025年底商業世界的焦慮與野心。

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