On November 15, according to Yahoo's financial reportUSAVenture Capital Firms Vista CEO Robert Smith's recent Invest column indicates that part of the AI The market has shown signs of bubbles, but other areas still have long-term investment value。
HE NOTED THAT THE MAIN BOTTLENECK FACING THE UNITED STATES IN BUILDING AI INFRASTRUCTURE WAS THE SUPPLY OF ELECTRICITY TO DATA CENTRES, WHILE SOME OVERSEAS MARKETS HAD RELATIVELY EXCESS POWER RESOURCES, WHICH WAS CRUCIAL FOR EFFECTIVE TRANSLATION INTO AVAILABLE COMPUTING SUPPORT。
Smith stressed that 18 enterprises under the Vista flag had introduced and installed AI Agent solutions and achieved tangible results in the market。
IN HIS VIEW, AI WOULD SIGNIFICANTLY INCREASE PRODUCTIVITY, BUT IT WOULD ALSO HAVE AN IMPACT ON THE JOB MARKET, PARTICULARLY ON SALES JOBS。
According to his analysis, the sales staff spent only about 151 TP3T on direct sales, while the rest of the time was spent on writing, recording and strategy-setting, which were gradually being replaced by AI Agent. This means that primary sales support posts may face greater pressure。
According to a study by Stanford University, since GenAI became widely available, the employment rate of early occupational groups between 22 and 25 years of age in highly exposed positions has declined by about 131 TP3T。
Smith admits that AI will bring job "shuffle" especially in the areas of sales and junior jobs. At the same time, there are media reports that Vista is considering retrenchment and replacing some posts with AI. Smith denied that the rate of retrenchment was as high as 301 TP3T, but admitted that the company was slowing down recruitment。