北京大學“大學堂”頂尖學者講學計劃

PEKING UNIVERSITY GLOBAL FELLOWSHIP

北京大學國家發展研究院學術名家系列講座

NSD EMINENT SCHOLARS LECTURE SERIES

Where are we in the AI Revolution? An update in a rapidly evolving landscape

AI革命當前進展：急速演進中的格局變遷

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)

主講嘉賓：邁克爾·斯賓塞

斯坦福大學商學院菲利普·H·奈特榮譽退休教授兼榮譽退休院長，

2001年諾貝爾經濟學獎獲得者

Host: Yiping Huang, Dean, National School of Development, Peking University

主持人：黃益平 北京大學國家發展研究院院長

Organizers: National School of Development, Peking University

Office of International Relations, Peking University

主辦方：北京大學國家發展研究院、北京大學國際合作部

Language: English

語言：英語

10:00am-12:00am, June 8, 2025

時間：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）

地點：北京大學國家發展研究院（承澤園校區）B101多功能廳（承澤園校區路線圖附后）

【承澤園路線圖Route Map of Chengze Garden Campus】

【講座議程Agenda】（Tentative）

10:00-10:05 主持及開場/ Host & Opening Remarks

10:05-11:35 主題演講/Keynote Speech

11:35-12:00 問答環節/Q&A

【嘉賓簡介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.

邁克爾·斯賓塞是胡佛研究所高級研究員，斯坦福大學商學院菲利普·H·奈特榮休講席教授及榮休院長，兼任獨立組織“增長與發展委員會”主席。該委員會成立于2006年，專注于發展中國家的經濟增長和減貧工作。

2001年，他因在不對稱信息市場分析方面的貢獻而榮獲諾貝爾經濟學獎。他還曾獲美國經濟學會授予40歲以下經濟學家的約翰·貝茨·克拉克獎章。

1990年至1999年，他擔任斯坦福大學商學院菲利普·H·奈特講席教授兼院長。作為院長，他負責學院的財務、組織和教育政策。1973年至1975年，他在斯坦福大學商學院擔任經濟學副教授。

1975年到1990年，他擔任哈佛大學經濟學和商業管理教授，在哈佛商學院和文理學院同時任職。1983年，他被任命為哈佛大學經濟學系主任和喬治·岡德經濟學和商業管理講席教授。1978年，他獲得約翰·肯尼斯·加爾布雷斯杰出教學獎，并于1981年獲得約翰·貝茨·克拉克獎章，以表彰他“對經濟思想和知識的重大貢獻”。

1984年至1990年，斯賓塞擔任哈佛大學文理學院院長，負責管理哈佛學院、文理研究生院和繼續教育學院。

1977年至1979年，他曾是美國國家科學基金會經濟顧問小組成員，并于1979年擔任斯隆基金會經濟顧問委員會成員。他還曾任《美國經濟評論》、《貝爾經濟學雜志》、《經濟理論雜志》和《公共政策》雜志的編委。1991年至1997年，斯賓塞擔任美國國家研究委員會科學、技術和經濟政策委員會主席。他是美國經濟學會會員，美國藝術與科學學院院士，以及計量經濟學會會員。他曾擔任通用磨坊、Siebel Systems、耐克和Exult等公司以及多家私營企業的董事會成員。

【講座摘要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.

本講座將探討人工智能（AI）革命在急劇變化的全球格局中的現狀。AI被視為變革的主要驅動力和創新引擎，正從根本上重塑生產和工作方式。通過增強政府、教育、醫療等非貿易領域的人力能力，AI具有促進生產力躍升的巨大潛力。AI工具在加速技能獲取方面顯示出巨大潛力，尤其對低技能工人而言。

然而，隨之而來的挑戰也很嚴峻。勞動力市場可能經歷復雜而艱難的轉型，這需要大規模的技能提升和重塑，并存在不平等加劇的風險。在服務行業普遍存在的非結構化場景中，AI和機器人技術應用受限。當前迫切需要迅速制定適當的法規來監管數據、隱私、安全、控制以及人為制造虛假信息的風險。

展望未來，AI作為顛覆性技術，既能促進增長、包容性與安全，亦有可能幫助緩解全球不穩定局勢。要實現該潛能，需要遠見卓識、精準政策和戰略投資。

Please scan the QR code to join us before June 6.

請掃描二維碼報名參會，截止日期為6月6日。

A confirmation message/Email will be sent upon successfully registration.

報名成功后，您將收到確認短信/電郵。

***This lecture is open to PKU students and faculty only***

***本講座僅面向北京大學師生開放***