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主题:中国经济10年后将崩溃?欢迎证伪 -- 北大28楼

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家园 请定义“有机农业”

同时请提供以下数据

同样产量时“有机农业”与“现代农业”的用工比,投入资金比

投入能量比,使用面积比。

传统的“精耕细作”产量的确比西式工业化生产的产量要高得多,但考虑到单位产量需要的劳动力,在高度工业化的社会不一定划算

家园 长期经济增长率与基数无关

如果不考虑生态限制(而我认为这个限制是存在的,但是为了讨论的目的暂时不考虑),那么现在经济学的一般认识是:

长期经济增长率 = 投资率/(折旧率+人口增长率+技术进步率)

注意,以上公式与初始基数无关。直观上也可以考虑一下,非洲国家基数都小,但经济增长率并不快。

对于一个社会里的某些增长迅速的个人或个别部门来说,因为最后会受到市场扩张的限制(不可能长期比整个经济增长得快),那么存在基数问题,对整个经济体原则上是不存在基数问题的。

重复一遍,以上是假设不存在生态限制。如果确实存在生态限制,那么当然信息革命的潜力就更小了。

家园 有机农业

有机农业,我理解,简单说就是不使用不可再生资源的农业。

关于有机农业与一般现代农业的比较,目前没有全面可靠的统计,只能说个大概。

首先,中国真正传统的精耕细作农业,其生产率在古代算高的,并且能够连续耕作几千年而土地基本不退化,这在古代算个奇迹。但是与现代化学农业比,其单产并不高,比如我国五十年代初粮食单产每公顷只有一吨左右。

在现代化学农业中,一般采用小农场半机械化的,单位面积产量会高于大农场完全机械化的,比如我国现在每公顷粮食产量在5吨以上,美国约4吨,加拿大只有一吨多(当然加拿大有气候问题),但机械化大农场的劳动生产率无疑大大高于小农场。

至于现代有机农业,现有的文献几乎全部讲得都是小范围的情况。按照现有文献,有机农业在单产方面有可能达到或超过常规农业。但现有文献关于有机农业的劳动生产率一般语焉不详。但可以设想,有机农业一般劳动生产率应当是比较低的。

有这么几个因素,一,有机农业需要劳动者进行更细致的田间管理;二,从有机肥的来源来说,需要生活在土地附近的人口与土地保持比较高的比例;三,如果不使用化学燃料,农业机械化会受到限制。

河里有个洗心大姐,她对这些问题应该比我清楚,你可以请教一下。

家园 美国经济历年利润率

点看全图

外链图片需谨慎,可能会被源头改

这是广义利润率,分子包括公司利润、利息、租金和部分企业主收入,分母包括全部私人部门非住宅资本。

注意,在新经济全盛时期,利润率还不如60年代,1997年以后美国利润率就趋于下降。

家园 这么算有个问题,电子产品从出来就开始急速贬值,不具备任何

投资价值,而像中国这几年全力发展房地产取得的利润必然大于美国很多,你说两种利润谁对生产力贡献大?衡量生产力贡献的标准用什么也比用利润靠谱。我认为我们可以用像做相同的事节约了多少社会劳动量这样的标准来计算比较靠谱,当然我不是专业学经济的也不是专业学统计的,给不出什么靠谱的统计手段,但如果只用所谓利润率,那你说本来可能花费你一天时间去图书馆查资料现在可以在网上几分钟就完成,这个怎么算?

家园 这是整个经济的利润率

算的是生产领域的利润,与投机利润不是一回事。比如房地产,房价暴涨形成的纸上的利润,是不算在里面的;美国90年代泡沫的纸上利润也是不在里面的。

资本主义搞创新,目的不是为了造福社会,而是为了取得利润。电子产品降价,但是如果不是销量的增长以及成本的下降大大抵消价格的下降,资本家难道会犯傻一直投资吗。

如果电子产品真的总是赔钱,信息革命早就结束了。当然,在产品最初创新阶段,会有很大风险,会有很多小资本家还没起步就完蛋了。但是,最后总要发展到一个阶段,可以有资本家赚大钱,创新才会确立并推广。

家园 关于劳动生产率的提高

这就是下面那个世界经济增长率的图要说明的问题呀。

资本主义条件下,劳动生产率一般总是提高的。如果有技术革命了,就该比前一个时期提高的速度更快一些才对,反映在经济增长率上,那就是应该增长得更快。

当然,如果再认真一点,应该给一个人均经济增长率的图。我就不费事再去贴图了。给点数据。

世界人均GDP年平均增长率:

1950-1970年,2.9%

1970-1995年,1.5%

1995-2010年,2.3%

家园 这种技术革命和世界经济增长之间的关系推导

只能说明你的确是“文科”思维。当然,我认为不存在什么文科思维,很多历史学家的严谨性不亚于理工科。

社会学问题影响因素太多了,技术革命只是其中一个变量,你还必须排除其他变量的影响,否则什么稀奇古怪的结论都能得出。

家园 在资本主义里这两个单纯的割裂有什么实际意义么,如果没有

房子的赚钱效应,哪来那么多相关产业巨大的利润。但这跟我们的观点分歧无关,你用增长率来衡量第二次工业革命对生产力比信息技术革命贡献更大,如果你说的是对生产力我坚决不同意,如果你说的是对资本主义经济,那我没什么意见。我为什么不同意有个重要的原因第二次科技革命跟资本主义是相互非常适应的,是资本主义的顶峰,但资本主义明显不适应现在的信息技术革命,信息技术革命让资本主义越来越没有存在的意义。赚钱已经严重阻碍了很多信息技术成果来为人类服务,富士康这玩意就是典型

家园 如果在资本主义下追求利润反而限制了信息技术革命的提高和

普及,那你这又怎么认为?就比如最近几个月苹果和三星的官司,一个告另一个侵犯了自己手机能打电话又能上网的专利,这不纯扯蛋么,但这个蛋真的很贵。一个资本主义生产关系只会越来越不适应的的生产力,怎么可能比不上代表资本主义最顶峰的二代工业革命。现在的IT民工们才相当于马列时代的钢铁铁路工人。现在全世界明明还是富士康们的天下,全自动化生产线除了人根本完不成的某些零部件生产外完全没有普及,说信息技术革命已经普及是不是太早了点

家园 说到理工科思维,这两天微软创始人Paul Allen在讲

Singularity的不可能近期实现。不过看其文章下面的回帖很有感慨,可以说人类社会的近代史就是技术革命的近代史。而未来呢,历史恐怕已经不能做为未来的指标了。

有个回帖提到了眼下华尔街的事,1%与99%在那个时刻到来之前会发生什么,也许现在华尔街的事就是正剧前的序幕。

中国现在的格局不过是正在快速向这个1%与99%的形势转化中的一个前奏,政治必然为利益服务,何况是自己主动融入的这个全球生态圈,河里左左右右的瞎吵,不得要领,时代的车轮上不以个人好恶为转移的,会发生的就一定会发生,只是时间地点不可知罢了,达尔文的这套以后会被证明超越一切人类先贤的哲学思想,过去的一切都是浮云,只有未来才是神马,这其中只有达尔文看出了天机,连人这个生物本身都是一个过客,还吵什么吵。

Re: You Don't need Human Intelligence for the Singularity

I've been wondering the same thing for many years now. The problem of course is that you can automate a great deal of mundane tasks, and hand production over to robot factories for better, higher quality, lower cost production. Most intellectual tasks such as accounting can be handled by computers. Most service tasks can be handled by automated voice systems (though at present they are rather awful, that need not be the case, and they could be improved), etc.

In the end the question becomes "What will all of the surplus people do to earn a living?"

The answer to that is very difficult to fathom. And begs another question... for whom is all of this automation being conducted if not for the purchasing public... but who will buy the products when no one is needed to do the work, and therefore produces no value, and therefore cannot earn money because money is an exchange of value? What will become of the masses of people who have no value in the economy because their productive use has been superseded by machines? Economy works that people gain money according to their value, and that value flows around the market aggregating capital where it can be put to productive use. However, this assumes that everyone can provide some value to the economy. When they can’t because the means of production are automated, then they are out of work, and have no income. There are several possible results.

One is that people will not earn money, but be given credits by the system to spend. The problem is that this runs against the nature of economy, which is you gain income according to your value. If you have no value, then the only place you can gain income is from someone who does have value. And that would be the so-called 1% being protested in major cities around the country. Things have not come to the point where the 1% are the *only* ones who have value/income, but the article is in regards to future conditions, not present. So eventually, and perhaps quite soon, the 1% will be the only working members of society. So the solution in this case is to tax the 1% sufficiently to pay everything for the masses who have no jobs, but still want and need to buy things. Talk about robbing Peter to pay Paul! The 1% will literally be paying everyone else so they can buy the products they produce. Somehow, this just seems quite wrong. I don’t know for sure, but I strongly suspect it cannot be sustained. It runs too counter to common sense economics.

What could it be? Ah. I see. The masses will have no work, and without work they will be prone to restless mob-like activity. Unless they are entertained, fed, and provided for in every way they will feel disenfranchised and angry. One step further and the political class will have an enormous ability to rally the mob on the grounds that the entire system is “unequal”. Why? Well, the reason the 1% got where they are is because they wanted to make a lot of money, and to maximize their profits and beat their competition they automated significantly in order to lower costs of production. Makes sense. But what happens when the masses of the Unworking see the vast wealth of the 1% and their politicians who represent them (the Leftists) argue, rant and rail that it’s all “unfair” that the 1% have jets and fancy cars and mansions, while the masses must live in modest two bedroom houses with small cars? The mob will roar and rage and since they have no jobs, no responsibility, and are inclined to be restless and somewhat angry anyway… they may just go ahead and burn the Factories down. Look at Britain recently. Tip of the ice berg? Could be!

It’s fair to ask, what good will all the automation in the world do when the mobs burn down the factories? The answer to that, of course, is Automated Military Guardians to protect the factories, obviously. Terrorism? No problem. Automated facial recognition, and body motion-emotion detector systems will show the Robot Guardians immediately who is going to do some unauthorized vandalism and open fire with Taser Banks set on stun. Or Kill. Robot warriors will be the 1%’s security. So what will the mob do to vent it’s ever increasing rage? It will in all likelihood go after the 1% directly. As we are now seeing the beginning signs of in NYC with the Occupy Wall Street protesters marching uptown to the mansions of the super wealthy. When will that turn violent? This year? Next year? In 5 years? No one can say for sure. It could be tomorrow morning.

In the end the Great Ones, the high and the mighty Industrialists, the 1% who own the production will have to sequester themselves away into communities where the mobs cannot get at them. An island here, a fortress there... all will be safe for the 1%. Unfortunately they will soon discover, this is really, in fact, no way to live. They will discover that they live in a huge prison called Planet Earth, on which they have vastly restricted freedom because the mobs will have at them at every opportunity.

Let’s not forget as well that their computer systems will be flawed, due to the decades of poor computer development practices, and so even far away in the Swiss Alps, behind their huge stone barriers... they will still be subject to the predations of hackers. There will be, in fact, no place for them to hide. And so what happens when the Industrialists find themselves living on Prison Earth, with the seething mobs circling their fortresses, having nothing better to do but riot, and plot, and wait for the precious day when they can catch the 1% off their guard, or hack into their Robot Army and turn their mechanical behemoths against their fleshy Overlords?

It would be a weird, regrettable, and sadly not entirely improbable outcome if things keep going in the current direction.

That is one possible scenario. We can all hope it does not get like that. What other possibilities are there?

Another one is to follow the example of Titus the one of the wise Emperors of Rome. When an inventor came to him with the first steam engine, the Emperor asked, “what can you do with it?”. The Inventor replied, quite joyfully no doubt, “why you can build machines to cut down forests, and build giant aqueducts! There is no limit to what the machines powered by steam can do!” The wise Emperor stood on his balcony overlook the vast wheat fields, forests, and cities of his domain, and concluded that he should lock the Inventor away, and hide the machine for all time. When he was asked why he did such a thing, he wisely noted that the machines would replace the workers, who would then be left idle, and with nothing to do they would become restless, easily agitated, and so destroy the world. He decided that outcome would not be in the best interests of either the common man, or the aristocracy, or humanity at large as it would inevitably lead to universal disaster. He was wise.

So that is another option. Do away with automation in favor of manual production in order to avoid the consequences that would follow when everything is automated. To keep people working is better than maximizing efficiency or profits.

That is another option, but one that probably requires a wise Emperor at the beginning of the process to execute against. At this point the option of turning off technology seems rather remote. We can possibly mitigate, perhaps delay, but we can no longer avoid the inevitable. Another solution is very likely required.

Let’s try a Utopic fantasy solution then. How about a world in which automated factories are put in space so as to not pollute the planet? A world in which the masses do not produce products, but instead produce entertainment. The more entertaining they are, the more valuable. The planet becomes filled with people who sing and dance, do sports, tell stories, run games, and otherwise entertain each other, and this forms the basis of the economy, while the machines build the products that people buy.

Still problems. What about people who are simply not very entertaining? Not everyone is a genius, an artist, or a story teller. It also does not solve the problem of the need for human inspiration… the feeling that untied we can move forward and keep our race growing and advancing? For that, I would suppose there is another option. Space. The final frontier. Exploration. We could build towards that. Another option, of course, is scientific advancement. While machines may be able to achieve vast powers of calculation… can we expect them to Think Outside of the Box? To come up with new and original ideas?

Unfortunately, perhaps, the answer is yes, we can. Already people are working on computers that write songs that sound nice, act like humans and tell stories, and from the prognostications regarding Singularity one gets the impression that the machine-mind will far exceed the limited capacity of the human mind.

Perhaps the machines will invite the humans to join them? There is a growing field of Biological-Computers that base their mechanisms on DNA. Will we fuse with the machines like the Borg? Or will we become Super-Beings with computer enhanced capabilities far beyond those of ordinary men?

The future indeed is unpredictable. I for one remain at this point optimistic. As in every era, there are bright spots and dark spots, and much gray in the middle. During the terrors of World War II there were young couples who fell in love, got engaged, and started families. There were beautiful sunrises, and fields of flowers. I choose, for myself, to look for love, for sunrises, and for flowering fields. And I hope that in the end, the beauty intrinsic in life will overcome the dark possibilities that lurk beyond the shadows of the horizon.

REPLY

theradicalmoderate

41 Comments

2 DAYS AGO10/13/2011

Re: You Don't need Human Intelligence for the Singularity

I can think of several different scenarios for how this all works out:

1) It won't happen: Maybe productivity growth can't exceed output growth. This is the classical economic prediction, because increased productivity implies cheaper goods and services, which causes everybody to buy more stuff, which causes output to grow faster than productivity. Unfortunately, I think there's a saturation point at which humans are unwilling to buy more stuff, because they're simply not getting any marginal return from nicer furniture, or tastier food, or healthcare that lets them live to be 900 instead of 800, or 25 hours of entertainment in a 24 hour day.

2) Hyper-consumerism: Maybe the reason that consumption saturation doesn't occur is because technology allows us to consume more and more with no upper bound or, alternatively, it gives us access to new realms of goods and services that are very expensive and require lots of human mediation. Health care comes to mind. But it seems that tech that turns us into hyper-consumers also turns us into hyper-producers, and we're back to the same old problem.

3) An adequately benign welfare state: If 75% of the population can be provided with healthy, happy (non-productive) lives for 25% of GDP, then the productive people (and their machines) can support the non-productive relatively painlessly. Note that individual humans aren't the only entities that pay taxes.

4) Everybody's a stockholder: If everybody owns a chunk of the automated companies that are producing all the wealth, then maybe they live off the dividends and capital gains spun off from those companies. The problem here is how to provide folks the capital to buy into the companies in the first place. Ultimately, I don't think this is a lot different than the benign welfare state; it's just another way to redistribute wealth from the productive to the unproductive. (NB: This isn't necessarily a bad thing when goods and services are sufficiently cheap.)

5) Torches and pitchforks: Too many angry, desperate, unproductive people become violent enough to degrade society to the point where productivity falls below growth, and the system stabilizes. Note that "stabilizes" in this context really means "collapses to a much lower-tech civilization."

6) Dramatically reduced human population: It's all well and good to posit a practical welfare state, or the mass equivalent of a bunch of trust fund babies, but these all strike me as transient conditions. Ultimately, people have babies because they perceive an economic advantage to having them, or because they believe that their kids will live better than they did. No advantage or aspirations, no kids. Then, as long as people actually die (which is probably open to question), maybe things finally stabilize at a lower population. The problem with this is that, in a world where half of everybody is of below-average intelligence (OK, OK: below-median intelligence), a lower population doesn't really change the balance between the haves and the have-nots.

7) Just don't go there: I'm about as rabid a free-market libertarian as you'll find anywhere, but given how grim most of the scenarios above are, I've recently started to wonder if Titus's solution might be the only way out of the problem. If we make it illegal for automation to displace humans, then we don't have a problem. Unfortunately, this is an insurmountably difficult collective action problem. Getting all countries to voluntarily cap their productivity is tantamount to getting them all to agree to stop competing with one another. Hey, it could happen...

8) Transcendence: Of course if Kurzweil is right, then we are the machines eventually, and we don't have to worry those pesky unproductive people--we'll just wire 'em up to be productive. Maybe this is ultimately the only way out of the problem. But I have to say that a lot of these scenarios offer an uncomfortably plausible solution to the Fermi Paradox.

我猜未来是第六条。

家园 同意你说的这点

不过,要说普及,世界上的汽车才10亿辆,离每人一辆尚有较大距离;就是电,恐怕世界上还有10亿人连照明的电都用不上吧。严格说,这些也还没普及吗。(另外我好像只说了一句计算机普遍进入家庭吧,当然也是相对的)

说普及是相对的,相对于资本家可以获得高额利润而言。

关于资本主义不适应生产力,可以有两种情况。一种情况是,生产力的潜在能力发挥到很大程度,被资本主义抑制了,发挥不出来。

但我认为现在更可能的是,资本主义正在和将要严重地破坏生产力,这样表现出来的就可能是,首先是经济增长速度越来越低落,到一定程度,就是绝对经济水平不断下降。比如下面说的世界农业危机就是可能性之一。

另外,能源危机我也认为是越不过去的。当然关于这个各位河友各有高见。

家园 你说的这个我也同意

不过认为IT民工就是现代钢铁工人,可能还言之尚早。

IT民工可以成为现代革命工人阶级的一部分,但是不是起关键、领导作用,还有待观察。

21世纪在工人运动中起领导地位的搞不好还是煤炭、石油、钢铁这些工人。

当然,纯属友好讨论,可以各自保留不同意见。

家园 那好啊,你给一个指标啊?

给一个排除其它变量的方法啊。理工科思维,或者换个说法,严谨思维总要定量吧。

怎么把众多的、不同类型的技术创新定量化,然后加在一起?

网上讨论吗,差不多就行了。

家园 关于去图书馆查资料

给你点经济学教条的回答吧。

由图书馆查资料改成网上查资料,分以下两种情况:

如果是在上班时间从事与上班有关的查资料活动,原则上会提高你的劳动生产率,理论上会反映在统计的经济活动中。

如果是在业余时间为个人爱好查资料,像我现在这样,因为不卖东西,不赚钱,在经济统计里就没有,属于个人消费活动。

当然,也许你提高了查资料效率以后,将节余下来的时间,从事“生产活动”,那样经济产出也会提高。但是,在资本主义条件下,人们“节余”的时间可能主要用于花更多的时间去购物;那么这个购物时间本身,属于消费,不属于生产。

最后,还有像我这样的,节余了时间,还是用来查更多的资料,和你做更多的讨论,至于这有没有经济价值或社会价值,就看个人偏好了。

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