When productivity gains do arrive, companies won’t ease into them. They’ll act on them at scale—like Block, cutting headcount, consolidating workflows, and deploying AI agents across functions that once required entire teams. That, in Zandi’s framing, is the Cortés moment: not when companies start investing in AI, but when they commit to it so fully that reverting to the old model becomes unthinkable.
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Yellow: A trick up their sleeve
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“你怕也罢，担心也罢，焦虑也罢，没有用，唯一的办法就是了解它，熟悉它，拥抱它，有可能在了解、熟悉、拥抱的过程中，增强了信心，同时发现新机会，求得新发展。”