Altını Bulan Değil, Kazmayı Satan Kazandı: Yapay Zekâda Para Kimde Birikiyor?

Yapay zekâ devrimi gerçekten ekonomiyi uçuracak mı, yoksa sadece bir "verimlilik tiyatrosu" mu izliyoruz? Bu videoda; yapay zekânın iş gücü ve gelir dağılımı üzerindeki etkilerini, donanım tekellerini (Nvidia), devasa enerji tüketimini ve nadir toprak elementleri gibi kritik tedarik zinciri sorunlarını en güncel akademik raporlar eşliğinde masaya yatırıyoruz. Yapay zekâ rüzgarının ardındaki gerçek ekonomik tabloyu anlamak için izlemeye devam edin.
Kaynaklar:

Aghion, P., Antonin, C., & Bunel, S. (2019). Artificial intelligence, growth and employment: The role of policy. Économie et Statistique / Economics and Statistics, 510-511-512, 149–164.

Apollo Academy. (2026, March 1). Average tenure of companies in the S&P 500 index keeps declining. Apollo Global Management.

Autor, D., Dorn, D., Katz, L. F., Patterson, C., & Van Reenen, J. (2020). The fall of the labor share and the rise of superstar firms. The Quarterly Journal of Economics, 135(2), 645–709.

Bank of England & Financial Conduct Authority. (2024). Artificial intelligence in UK financial services — 2024. Bank of England.

Baumol, W. J. (2012). The cost disease: Why computers get cheaper and health care doesn’t. Yale University Press.

Bergholt, D., Furlanetto, F., & Maffei-Faccioli, N. (2022). The decline of the labor share: New empirical evidence. American Economic Journal: Macroeconomics, 14(3), 163–198. (Norges Bank Working Paper No. 18/2019)

Chinese Ministry of Commerce & Ministry of Science and Technology. (2023). Chinese catalogue of technologies prohibited or restricted from export.

Felten, E., Raj, M., & Seamans, R. (2021). Occupational, industry, and geographic exposure to artificial intelligence: A novel dataset and its uses. Strategic Management Journal, 42(12), 2195–2217.

Gundlach, H., Lynch, J., Mertens, M., & Thompson, N. (2025). The price of progress: Price performance and the future of AI. arXiv preprint arXiv:2511.23455.

Heck, J., & Muro, M. (2026). How AI may reshape career pathways to better jobs. Brookings Institution & Opportunity@Work.

Hémous, D., & Olsen, M. (2022). The rise of the machines: Automation, horizontal innovation, and income inequality. American Economic Journal: Macroeconomics, 14(1), 179–223.

International Energy Agency. (2025). Energy and AI: A special report.

Lábaj, M., & Vitáloš, M. (2020). Automation and labor demand in European countries: A task-based approach to wage bill decomposition. Ekonomický časopis, 68(9), 895–917.

Mehdi, T., & Morissette, R. (2024). Experimental estimates of potential artificial intelligence occupational exposure in Canada (Analytical Studies Branch Research Paper Series, Catalogue no. 11F0019M). Statistics Canada.

Pizzinelli, C., Panton, A. J., Tavares, M. M., Cazzaniga, M., & Li, L. (2023). Labor market exposure to AI: Cross-country differences and distributional implications (IMF Working Paper No. 2023/216). International Monetary Fund. (Complementarity-adjusted AI occupational exposure index – C-AIOE)

Smith, B. J., Riddle, M. E., Earlam, M. R., Iloeje, C., & Diamond, D. (2022). Rare earth permanent magnets: Supply chain deep dive assessment (Technical Report). U.S. Department of Energy.

TÜİK. (2025, October 1). Yapay Zeka İstatistikleri, 2025 [Haber bülteni, Sayı: 57945]. Türkiye İstatistik Kurumu.

Victorino, T. (2026, April 1). NVIDIA takes 79% of AI profit. Applications get 7%. The value chain won’t self-correct. Victorino Group.

Demombynes, G., Langbein, J., & Weber, M. (2025). The exposure of workers to artificial intelligence in low- and middle-income countries (Policy Research Working Paper 11057). World Bank.

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