互联网应用扩张与微观经济学基础--基于未来“数据与数据对话”的理论解说

The Expansion of Internet Applications and Microeconomic Foundations: A Theoretical Explanation Based on the Future “Data and Data Dialogue”

本文将互联网应用扩张,解说为互联网、大数据和人工智能等全面融合对消费、投资、生产、服务、健康和生命等领域的影响和作用过程,将"数据与数据对话"理解为未来一切都由大数据解构或人工智能主宰,从而出现大数据思维取代只依据部分信息进行因果思维的情形。通过对互联网应用扩张的分析有以下结论:人类社会已开始从"人与信息对话"进入"人与数据对话",并在未来会过渡到"数据与数据对话"的时代,这要求微观经济学基础有适应这个时代的创新;针对经济学理性选择理论与现实之间的偏差,可考虑把行为主体划分为智慧大脑和非智慧大脑两种类型,以偏好趋同化、认知趋同化、效用期望等待这三个概念来描述投资和消费选择的实际;互联网应用扩张正在导致资源配置机制发生变动,经济运行中已出现互联网资源配置机制,可通过对这个机制的分析来创新经济学资源配置理论和产业组织理论。本文依据即将到来的"数据与数据对话",试图描述一个创新微观经济学基础的理论分析框架。

Summary:This paper investigates the expansion of internet applications resulting from the integration of the Internet,big data and artificial intelligence,and the impact of these applications on consumption,investment,production,services,health and life.“Data and data dialogue”is the paradigm in which everything is deconstructed by large data or is dominated by artificial intelligence.“Data and data dialogue”is a choice or mode of operation wherein data thinking takes the place of causal thinking.It is difficult to explain the actual choices of people after the integration of the Internet,large data and artificial intelligence.This paper views the era of industrialization as a version of“human and information dialogue”and the current stage of development as a version of“people and data dialogue”.In the future,we will face“data and data dialogue”.Based on these three versions of“dialogue”,this paper provides an explanation for human choice behavior suitable for the circumstances of the expansion of internet applications.Microeconomics is based on rational choice theory.However,both traditional and modern rational choice theory face difficulties in accurately explaining human choice behavior with their individualist methodology.This paper launches a new theoretical interpretation of choice preferences,cognitive processes and utility expectations for the Internet application expansion period.Inspired by the expansion of internet applications and the burgeoning“data and data dialogue”,this paper posits that the theory of rational choice can assume complete information as a hypothesis.This paper uses the methodology of the group doctrine to replace the individualist methodology.This amounts to an innovation in rational choice theory and provides an analytical framework for reshaping the basic theory of microeconomics.The basic analytical approach built in this paper is developed from“human and information dialogue”to“human and data dialogue”to“data and data dialogue”.To help in the exploration of the problem,the framework of this paper outlines the scaffolding of the behavior of human economic choices in the age of big data and the internet.Going deep into this framework,we enlarge the analysis space of the basic theory of economics.There has been considerable integration of big data,the internet and artificial intelligence in economic operations.The impact of Internet resource allocation mechanisms on the basic theory of microeconomics is revolutionary.This paper holds that in the era of“data and data dialogue”,the role of the internet resource allocation mechanism in economic operations will be more important than the market resource allocation mechanism was in the period of“human and information dialogue”.This requires economists to build a new resource allocation theory to reflect the expansion of Internet applications and to construct a new theory of industrial organization.This paper puts forward theoretical assumptions about how to construct a new theory of resource allocation and a new industrial organization theory,which are analytical innovations of the theory of resource allocation in economics and the theory of industrial organization.These assumptions are the extension of the rough frame of this article and are analytical innovations.The logic of this paper is based on the analysis of the“data and data dialogue”of the future.The analysis is based on the division of the two main behavioral subjects:the intelligent brain and the non-intelligent brain.This paper builds a theory of resource allocation and a theory of industrial organization using this new analysis hypothesis,reference system and analysis method by remolding rational choice theory.The intelligent brain will become the dominator of human choice as“data and data dialogue”becomes prominent.Economists are not intelligent brains but can reinvent the economics world with the help of intelligent brains.