S&P 500 margins outside the Mag 7 have barely risen since 2015, says indigo

AIindigo says profit margins for the 493 S&P 500 companies outside the Mag 7 have barely risen since 2015, with all gains going to the largest firms. He argues they control compute, talent and capital, and that as firms such as Anthropic go public, the Mag 7 could become the Mag 8 or Mag 10.

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标普 500 里，除了 Mag 7 之外的 493 家公司，利润率从 2015 年到现在几乎没涨！所有增长都被头部拿走了。因为它们垄断了算力、人才和资本，利润再投回算力和研发，智能越来越好，循环越快。等 Anthropic 这些新公司上市，Mag 7 还会变成 Mag 8、Mag 10 👀 循环之外的人就难了，靠个人税收和融资撑着的国家也在变弱，追赶的空间越来越窄。

这只是一种推演，创新不会消失，可方向已经很清楚：和 AI 无关的公司很难再涨，除非企业结构真的被 AI 改造。但我们不希望最后是少数公司控制越来越多的资源 🤔 — 来自 INDIGO 十月月末直播

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indigo · x.comPublished Nov 2, 1:15 AM ET · added here 1:37 AM ET

Original title: 标普 500 里，除了 Mag 7 之外的 493 家公司，利润率从 2015 年到现在几乎没涨！所有增长都被头部拿走了。因为它们垄断了算力、人才和资本，利润再投回算力和研发，智能越来越好，循环越快。等 Anthropic 这些新公司上市，Mag 7 还会变成 Mag 8、...

S&P 500 margins outside the Mag 7 have barely risen since 2015, says indigo

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