摘要：Philip H. Knight Professor and Dean, Emeritus, Graduate School of Business, Stanford University
北京大学“大学堂”顶尖学者讲学计划
PEKING UNIVERSITY GLOBAL FELLOWSHIP
北京大学国家发展研究院学术名家系列讲座
NSD EMINENT SCHOLARS LECTURE SERIES
Where are we in the AI Revolution? An update in a rapidly evolving landscape
AI革命当前进展：急速演进中的格局变迁
Speaker: A. Michael Spence
Philip H. Knight Professor and Dean, Emeritus, Graduate School of Business, Stanford University
Nobel Memorial Prize laureate in Economic Sciences (2001)
主讲嘉宾：迈克尔·斯宾塞
斯坦福大学商学院菲利普·H·奈特荣誉退休教授兼荣誉退休院长，
2001年诺贝尔经济学奖获得者
Host: Yiping Huang, Dean, National School of Development, Peking University
主持人：黄益平 北京大学国家发展研究院院长
Organizers: National School of Development, Peking University
Office of International Relations, Peking University
主办方：北京大学国家发展研究院、北京大学国际合作部
Language: English
语言：英语
10:00am-12:00am, June 8, 2025
时间：2025年6月8日上午10:00-12:00
Room B101, National School of Development, Peking University (Chengze Garden Campus)（Route Map of Chengze Garden Campus Attached）
地点：北京大学国家发展研究院（承泽园校区）B101多功能厅（承泽园校区路线图附后）
【承泽园路线图Route Map of Chengze Garden Campus】
【讲座议程 Agenda】（Tentative）
10:00-10:05 主持及开场/ Host & Opening Remarks
10:05-11:35 主题演讲/Keynote Speech
11:35-12:00 问答环节/Q&A
【嘉宾简介Bio of Speaker】
Spence is a senior fellow at the Hoover Institution and Philip H. Knight Professor and dean, emeritus, at Stanford Graduate School of Business. He is the chairman of an independent Commission on Growth and Development, created in 2006 and focused on growth and poverty reduction in developing countries.
In 2001, he was awarded the Nobel Memorial Prize in Economic Sciences for his contributions to the analysis of markets with asymmetric information. He received the John Bates Clark Medal of the American Economic Association awarded to economists under 40.
He served as Philip H. Knight Professor and dean of Stanford Business School from 1990 to 1999. As dean, he oversaw the finances, organization, and educational policies of the school. He taught at Stanford GSB as an associate professor of economics from 1973 to 1975.
From 1975 to 1990, he served as professor of economics and business administration at Harvard University, holding a joint appointment in its business school and the Faculty of Arts and Sciences. In l983, he was named chairman of the economics department and George Gund Professor of Economics and Business Administration. Spence was awarded the John Kenneth Galbraith Prize for excellence in teaching in 1978 and the John Bates Clark Medal in 1981 for a “significant contribution to economic thought and knowledge.”
From 1984 to 1990, Spence served as the dean of the Faculty of Arts and Sciences at Harvard, overseeing Harvard College, the Graduate School of Arts and Sciences, and the Division of Continuing Education.
From 1977 to 1979, he was a member of the Economics Advisory Panel of the National Science Foundation and in 1979 served as a member of the Sloan Foundation Economics Advisory Committee. At various times, he has served as a member of the editorial boards of American Economics Review, Bell Journal of Economics, Journal of Economic Theory, and Public Policy.
Among his many honors, Spence was elected a fellow of the American Academy of Arts and Sciences in 1983 and was awarded the David A. Wells Prize for outstanding doctoral dissertation at Harvard University in 1972.
He has served as member of the boards of directors of General Mills, Siebel Systems, Nike, and Exult, and a number of private companies. From 1991 to 1997, he was chAIrman of the National Research Council Board on Science, Technology, and Economic Policy.
He is a member of the American Economic Association and a fellow of the American Academy of Arts and Sciences and the Econometric Society.
迈克尔·斯宾塞是胡佛研究所高级研究员，斯坦福大学商学院菲利普·H·奈特荣休讲席教授及荣休院长，兼任独立组织“增长与发展委员会”主席。该委员会成立于2006年，专注于发展中国家的经济增长和减贫工作。
2001年，他因在不对称信息市场分析方面的贡献而荣获诺贝尔经济学奖。他还曾获美国经济学会授予40岁以下经济学家的约翰·贝茨·克拉克奖章。
1990年至1999年，他担任斯坦福大学商学院菲利普·H·奈特讲席教授兼院长。作为院长，他负责学院的财务、组织和教育政策。1973年至1975年，他在斯坦福大学商学院担任经济学副教授。
1975年到1990年，他担任哈佛大学经济学和商业管理教授，在哈佛商学院和文理学院同时任职。1983年，他被任命为哈佛大学经济学系主任和乔治·冈德经济学和商业管理讲席教授。1978年，他获得约翰·肯尼斯·加尔布雷斯杰出教学奖，并于1981年获得约翰·贝茨·克拉克奖章，以表彰他“对经济思想和知识的重大贡献”。
1984年至1990年，斯宾塞担任哈佛大学文理学院院长，负责管理哈佛学院、文理研究生院和继续教育学院。
1977年至1979年，他曾是美国国家科学基金会经济顾问小组成员，并于1979年担任斯隆基金会经济顾问委员会成员。他还曾任《美国经济评论》、《贝尔经济学杂志》、《经济理论杂志》和《公共政策》杂志的编委。1991年至1997年，斯宾塞担任美国国家研究委员会科学、技术和经济政策委员会主席。他是美国经济学会会员，美国艺术与科学学院院士，以及计量经济学会会员。他曾担任通用磨坊、Siebel Systems、耐克和Exult等公司以及多家私营企业的董事会成员。
【讲座摘要Abstract】
The lecture will examine the current state of the Artificial Intelligence (AI) revolution within a rapidly shifting global landscape. AI is identified as a major driver of change and innovative genius, fundamentally altering production and work. There is an immense potential for AI to generate a surge in productivity, particularly through augmenting human capabilities in the non-tradable sector, like government, education, and healthcare. AI tools show promise in accelerating skills acquisition, especially for low-skilled workers.
However, significant challenges exist. These include potentially complex and uncomfortable labor market transitions requiring extensive upskilling and reskilling, with the risk of widening inequality. AI and robotics face limitations in unstructured environments prevalent in many service industries. There is an urgent need for swift and appropriate regulation governing data, privacy, security, control, and the potential for manufactured misinformation.
Ultimately, AI is a transformative technology capable of contributing to growth, inclusivity, and security, potentially helping to counter current global instability. Realizing this potential requires intentional vision, policies, and investment.
本讲座将探讨人工智能（AI）革命在急剧变化的全球格局中的现状。AI被视为变革的主要驱动力和创新引擎，正从根本上重塑生产和工作方式。通过增强政府、教育、医疗等非贸易领域的人力能力，AI具有促进生产力跃升的巨大潜力。AI工具在加速技能获取方面显示出巨大潜力，尤其对低技能工人而言。
然而，随之而来的挑战也很严峻。劳动力市场可能经历复杂而艰难的转型，这需要大规模的技能提升和重塑，并存在不平等加剧的风险。在服务行业普遍存在的非结构化场景中，AI和机器人技术应用受限。当前迫切需要迅速制定适当的法规来监管数据、隐私、安全、控制以及人为制造虚假信息的风险。
展望未来，AI作为颠覆性技术，既能促进增长、包容性与安全，亦有可能帮助缓解全球不稳定局势。要实现该潜能，需要远见卓识、精准政策和战略投资。
Please scan the QR code to join us before June 6.
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***This lecture is open to PKU students and faculty only***
***本讲座仅面向北京大学师生开放***
来源：北大国发院
