
BNPパリバ証券チーフエコノミストが金融機関のAI導入と賃金上昇の乖離を分析
BNPパリバ証券の河野龍太郎チーフエコノミストは、AI導入が進んでも日本で賃金が上がらない現状を「収奪的なイノベーション」と懸念し、金融機関のAIバブルをシシュポスの神話に例えて警告している。
AI-generated summary
日本では長年、生産性が上がっても人々の賃金は増えてこなかった。AIの普及で生産性向上と人手不足解消が期待される一方、現在の導入方針では収奪的なイノベーションになる懸念がある。
AIの時代 ミュトスの教訓(8)
最先端AI(人工知能)の普及で、生産性の向上と人手不足の解消が進むという期待が高まっている。しかし、日本では長年、生産性が上がっても人々の賃金は増えなかった。BNPパリバ証券経済調査本部長・チーフエコノミストの河野龍太郎さんは、今のままAI導入を進めれば「収奪的なイノベーション(技術革新)になる」と懸念する。
――米アンソロピックの「クロード・ミュトス」など最先端AIの登場が、金融機関のシステムなどに対する新たな脅威になっています。経済への影響をどうみていますか。
「金融機関などは常に最新鋭のAIを導入しておかねばならない状況だ。本当に費用対効果があるのか、誰も検証することができない。それでもAIサービスを購入し続けなければならない。ある意味で、これがAIバブルを延命させているように見える。石を山頂まで押し上げても再び転がり落ち、また押し上げ続けなければならないという、アルベール・カミュの『シーシュポスの神話』のような『終わりのない労苦』だ」
産業革命では賃金が下がった
――バブルの危険性を指摘する声は強まっています。
「心配しているのは、AI開…

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