请问HN：关税如何与人工智能泡沫相互作用？
许多“人工智能”工具要么无法正常工作，要么在可靠性和一致性上不足以用于生产环境。<p>一段时间以来，科技行业的状况越来越像是走向与互联网泡沫类似的命运，公司的估值正面临重大修正，尽管底层技术最终会颠覆生活，但恢复的过程将会漫长。<p>我很难理解关税的影响如何改变这一进程。对此我很好奇其他人的看法。<p>股市估值正在经历修正，但与互联网泡沫时期不同的是，几乎没有“人工智能时代的初创公司”上市。科技行业的就业市场仍然与2022年脱节，似乎呈现出一种贫富差距的局面（拥有正确技能的员工难以跟上，但失业者在噪音中挣扎，难以找到工作）。<p>我看到一个世界，在这个世界中，关税的混乱修正了估值，并防止了科技行业更深层次的修正；我也看到一个世界，其中一个因素与另一个因素相互影响，导致严重问题；还有一个世界，我可能因为关注细节而忽略了整体。
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Many “AI” tools either don’t work or don’t work reliably & consistently enough to be used in production.<p>For a while now things tech felt increasingly like is on a path for reckoning similar to the dot com bubble, where company valuations were headed for a major correction with a long recovery even if the underlying technology was going to upend life in time.<p>I’m having trouble figuring out how the impact of tariffs changes this course. Curious what others think.<p>Stock market valuations are experiencing a correction, but unlike dotcom few “AI era startups” have gone public. The job market in tech is still out of whack from 2022 and feels like a tale of have and have nots (those employed with the right skills can’t keep up, but those unemployed are struggling to get through the noise and find a job).<p>I see a world in which tariff nonsense corrects for valuations and prevents a deeper correction in tech, see a world where one hits the other back to back to cause serious problems, and see a world where I’m missing the forest for the trees.