如何理解 Peter Thiel 認為中國目前處於悲觀
我想指出的壹點是:
Peter Thiel is not an economist. He's an entrepreneur, venture capitalist and hedge fund manager. More so, he is a serious thinker on technology.
他提出的這個簡易的思考框架,並不是在經濟學意義上對於中國或者美國未來宏觀經濟形勢的預測,而是關於如何通過改變人們做事情的方式(他定義為Technology)來推動社會的進步。因此,圖中的詞語有其特定的意義設定:
Definite Pessimism (China, present):
A definite pessimist believes the future can be known, but since it will be bleak, he must prepare for it.Definite Optimism (U.S., 1950s):
To a definite optimist, the future will be better than the present if he plans and works to make it better.Indefinite Optimism (U.S., present):
To a indefinite optimist, the future will be better, but he doesn't know how exactly, so he won't make any specific plans.Indefinite Pessimism (Europe, present):
An indefinite pessimist looks out onto a bleak future, but he has no idea what to do about it.
對於中國所在的這個象限,他的提到的「pessimistic」其實是來形容國人自己的,意思是說中國人自己也明白不能在維持目前這樣的增長模式的同時,延續過去20年的發展速度並實現生活水平和美國持平。因此人們情願未雨綢繆,采取種種措施來幫助自己度過可能的「硬著陸」。
換言之,這個象限代表的是壹種發展模式的不可持續,這也是他所強調的必須要采取行動推動科技進步的理由。至於他是否了解中國,個人認為單從這壹點來看無法判斷,而且也不重要。