Anthropic面临FTC审查，OpenAI宣称取得重大数学突破

欢迎收听本期播客。

Welcome to the podcast.

联邦贸易委员会要求Anthropic的高管就他们的人工智能消费者伤害调查作证。

The FTC is demanding that Anthropic executives testify in their AI consumer harm probe.

我们在社交媒体等多个行业都见过这种情况，现在它正在进入人工智能领域。

We've seen this in a lot of different industries with social media, and now it is moving into AI.

目前，Banks和Blackstone正在筹集630亿美元，用于资助Broadcom的人工智能芯片，这些芯片都将提供给Anthropic。

We have Banks and Blackstone that are lining up $63 billion right now to fund Broadcom AI chips, and these are all going to Anthropic.

此外，OpenAI表示，他们的内部模型推翻了指数时间假说。

We also have OpenAI that says their internal model disproved the Exponential Time Hypothesis.

这是今天节目里我很期待的科学板块。

This is my science corner that I'm excited to cover today on the show.

Verizon正在与AWS签署一项20亿美元的人工智能协议，并且他们上调了2026年的业绩展望，这让很多人感到兴奋。

We have Verizon that is signing a $2 billion AI deal with AWS, and they're raising their 2026 outlook, which a lot of people are excited about.

OpenAI发布了GPT-6.1 Terra。

OpenAI is launching GPT-6.1 Terra.

它的价格会是 GPT-6.1 Sol 的一半，而且有很多有趣的原因会让这个价格差变得很重要。

It's going to be half the price of GPT-6.1 Sol, and there's a bunch of interesting reasons why that's going to make a difference.

Oracle 推出了 25 个 Fusion Claw 代理型应用，覆盖了 ERP、HCM、供应链和客户体验。

Oracle has launched 25 Fusion Claw agentic apps across ERP, HCM, supply chain, and CX.

所以我们会聊聊 Oracle 推出了什么，还有其他一些有意思的事情。

So we're going to get into what Oracle is launching there, and a couple of other interesting things.

在进入正题之前，我想提一下，如果你曾经想用 AI 创业、搞个副业，或者想发展壮大目前的业务或职业生涯，我希望你去看看 AI Hustle Skool 社区。

Before we get into all of that, I wanted to mention, if you have ever wanted to start a business with AI, create a side hustle, or grow and scale your current business or your career, I'd love for you to go check out the AI Hustle Skool community.

我们有 1300 名成员，我每周都会在这里发布一个新视频，拆解我如何用 AI 来扩展和发展我的业务。

We have 1,300 members, and I make a new video here every single week, breaking down how I'm scaling and growing my businesses with AI.

我们有一个课程区，里面有超过 100 个视频，我的目标基本上就是让大家加入 Skool 社区，通过副业或业务每月多赚 1 万美元。

We have a classroom section with over 100 different videos, and my goal basically is for people to join the Skool community and make an extra $10,000 a month from a side hustle or business.

如果你的业务规模更大，你可以发展得更多。

If you have a much bigger business, you can grow that a lot.

但如果是新项目、对你来说是新事物，那就是我的目标。

But if it's a new venture, something new for you, that's my goal.

我们有好几门不同的课程。

We have a couple different courses.

简单来说，我们会教你如何开发和壮大SaaS应用。

Essentially, we show you how to build and grow SaaS apps.

我们会教你如何成为AI顾问。

We show you how to become an AI consultant.

我们还会聊到我是怎么通过AI生成的音乐和播客赚钱的，如果你已经有产品了，我们还会讨论各种增长策略，比如自然增长、社交媒体增长、付费广告、优惠方案、邮件营销、新闻通讯等等，我觉得我们有一个超过100个视频的存档，讲解不同的工具、策略和技巧。

We talk about how I make money doing AI-generated music, podcasting, and if you already have a product, we go over all of the strategies for organic growth, social media growth, paid ads, offers, emails, newsletters, all of that, and I think we have an archive of over 100 different videos breaking down different tools, strategies, techniques.

我很希望你能加入。

I would love for you to join.

我自己创建的应用已经拥有超过15万用户了，最近我通过vibe coding开发的一个应用也刚突破了1000用户。

I have personally created apps that have over 150,000 users, and I recently vibe coded an app that just passed 1,000 users.

这是一个全新的应用。

It's a brand-new app.

我在里面讲了所有这些策略，还有很多其他好玩的东西。

I talk about all the strategies in there and a lot of other cool stuff.

所以加入只要每月19美元。

So it's only $19 a month to join.

我们把这个价格定得很低。

We made this very cheap.

如果你感兴趣，可以去看看。

If you're interested, go check it out.

链接在描述里。

There is a link in the description.

好，我们来说说现在联邦贸易委员会那边的情况。

Okay, let's talk about what's going on with the FTC right now.

他们要求Anthropic的高管来作证，配合他们的调查。

So they have demanded that Anthropic executives are going to come and testify for their probe.

在提出作证要求之前，他们还给Anthropic和OpenAI发了一份50页的文件要求，当然，大家也都知道，这正好发生在Anthropic向投资者推销他们的IPO的时候。

The testimony request follows a 50-page document demand sent to Anthropic and OpenAI, and of course, everyone knows this is happening right as Anthropic is pitching their investors on their IPO.

他们已经提交了IPO申请。

They've already filed for their IPO.

OpenAI说他们要到明年才提交。

OpenAI said that they're not going to file till next year.

所以现在有两个不同的时间线在推进。

So we have these two different timelines going on right now.

Anthropic和OpenAI各自都收到了这份长达50页的民事调查要求。

Anthropic and OpenAI have both each received this 50-page civil investigation demand.

这里面涉及了很多不同的方面。

They're talking about a bunch of different things here.

包括安全事件、防护措施、市场营销，还有隐私问题。

One of them is security incidents, one of them is safeguards, one of them is marketing, and one of them is privacy.

联邦贸易委员会的一位发言人表示，其他AI公司的人员也收到了作证要求。

An FTC spokesperson said that individuals at other AI companies have also received testimony demands.

他们没有具体说明是哪些公司，但可以确定的是，Anthropic和OpenAI都被要求去作证，可能还有其他一些公司，而且我觉得接下来会看到很多不同的情况。

They didn't say what companies, but we know for sure we've got Anthropic and OpenAI that are requested to come and testify, and we probably have a bunch of others, and I think there's a whole bunch of different things that we'll see here.

除了常见的关于团队安全之类的诉讼，应该还会有其他各种事情。

There's kind of the usual lawsuits that we've seen around team safety and different things like that.

但我觉得与此同时，当谈到市场营销时，我也会想到有些人指责Anthropic搞营销噱头，他们会去发现安全漏洞。

But I think at the same time, we're also going to see when they talk about marketing, it makes me think of what some people have accused Anthropic of doing with marketing stunts, where they'll go and find security vulnerabilities.

这很棘手，因为其中一些安全漏洞是真实存在的，是Anthropic发现的，并且他们正在告知大家。

It's so tricky because some of these security vulnerabilities are real, that Anthropic is discovering and they're telling people about.

但与此同时，很多人批评他们说，发现一个需要数百万美元代币才能修复的安全漏洞，然后告诉所有公司，所有公司都得用他们的模型去修复这些安全漏洞，这显得很离谱。

But at the same time, a lot of people have criticized them, saying it comes off as wild that they discover a security vulnerability that requires millions of dollars worth of tokens to go fix, and then they tell all the companies, and all the companies have to use their models to go and fix all the security vulnerabilities.

所以他们发现漏洞赚钱，修复漏洞也赚钱。

So they make money discovering them, make money from the patching.

但归根结底，这些发现都有悬赏计划，而且这些确实是可能已经存在很长时间的重大安全问题。

But at the end of the day, people have bounty programs for these discoveries, and these are some really big security issues that have probably existed for a very long time.

所以显然，有很多好处，但要看这些有多少是真的，这次调查会相当疯狂。

So obviously, there's a lot of good, but it's going to be a pretty wild investigation to see how much of this is legit, everything that's going on.

无论如何，传票是在Anthropic提交IPO的同一天发出的，所以公司现在肯定处于紧张状态。

Anyways, the demands went out the same day that Anthropic filed their IPO, so it's definitely at a tense place for the company.

银行和黑石集团现在正在筹集630亿美元，为博通提供资金。

Banks and Blackstone right now are lining up $63 billion to fund Broadcom.

这些芯片是要给Anthropic的。

These are going to be chips that are going to Anthropic.

这是一个新的特殊目的载体（SPV），用来购买Broadcom的XPU加速器和网络设备，然后基本上是租给Anthropic用。

It's a new special purpose vehicle, an SPV, that is going to buy Broadcom XPU accelerators and networking gear, and it's going to basically lease them to Anthropic.

交付从2027年开始。

The deliveries are starting in 2027.

有意思的是，我们得想点新办法。

It's interesting because we have to get creative.

Anthropic已经融了太多钱了。

Anthropic's already raised so much money.

他们马上就要IPO了。

They're about to IPO.

Broadcom当然是一家非常知名的公司，但即使是Broadcom和Anthropic这样的公司，要让Anthropic直接从Broadcom买芯片，有时候因为交易结构的关系也挺麻烦的。

Broadcom is obviously a company that is very well known, but even with a company like Broadcom and a company like Anthropic, making it just a clear deal for Anthropic to go acquire chips from Broadcom is sometimes tricky because of the way that these deals are structured.

所以我们不得不搞各种创意财务操作，比如成立新的SPV去买芯片再租给他们，这样就不是Anthropic直接从Broadcom买了，主要是出于财务方面的考虑。

And so we're having to do all sorts of creative financial things, like spinning up new SPVs to go and actually acquire the chips and lease them, so it's not like Anthropic is buying them directly from Broadcom for basically financial reasons.

美国银行、黑石、花旗、摩根士丹利，这些公司都在共同创建这个新的特殊目的载体，而博通将为它提供残值支持，这等同于债务的优先留置部分。

Bank of America, Blackstone, Citi, Morgan Stanley, all of them are creating this new SPV, and Broadcom is going to give residual value support to it, which is equal to the first lien portion of the debt.

所以，从债务的运作方式、贷款的运作方式、条款的运作方式来看，这大概是Anthropic获得这些芯片的最佳途径。

So the way debt works, the way lending works, the way the terms work, this is kind of the best way for Anthropic to get its hands on these chips.

根据博通早前宣布的计算能力协议，交付预计明年开始。

Deliveries are expected to start next year under the compute capacity agreement that Broadcom announced earlier.

阿波罗和黑石此前已同意为Anthropic的计算能力扩展提供350亿美元的融资，所以现在我们看到一些跟进的公司也在为这个项目增加投入。

Apollo and Blackstone previously agreed to finance a $35 billion extension to Anthropic's computing capacity, and so now we kind of have these follow-along companies that are adding more to this.

好了，我们有一个重磅消息。

All right, we have a big one.

对我来说，这算是科学角落，但基本上，OpenAI表示他们的内部模型已经推翻了指数时间假说。

This is science corner for me, but basically, OpenAI says that their internal model has disproved the Exponential Time Hypothesis.

所以我在X上找到了一条很好的推文，解释了指数时间假说，我想读给你听。

So I found a really good tweet over on X that explains the Exponential Time Hypothesis, and I want to read it to you.

这条推文不算太长，但我觉得这是计算机科学长期以来一直在思考的一个非常有趣的问题，如果Anthropic OpenAI真的能解决它，那会有很多有趣的影响。

It's not too long, but I just feel like this is a really interesting problem that computer science has been grappling with for ... a super long time, and if Anthropic OpenAI is able to solve it, there's a bunch of really interesting implications.

之前格雷格·布罗克曼还真在推特上说过，他们把这个难题解出来了，还有其他一堆问题也都解决了。

So we had Greg Brockman that was actually tweeting about having this solved among a bunch of other ones.

所以之前OpenAI就已经解决过一大堆数学难题，现在看来他们又搞定了一堆新的。

So we had a whole bunch of math problems that were solved a while back by OpenAI, and apparently there's a whole bunch of new ones that they've now just done.

总之，拉比什·卡尔纳瓦特发了一条特别有意思的推文专门讲这件事，他说：“很多人还不明白这事有多严重，我来给你们好好讲讲。”

So anyways, there is a really interesting tweet that went out all about this by Rabesh Karnawat, and they said, "Many of you don't understand how serious this is, so let me break it down.

在计算机科学里，有个很有名的难题叫3SAT。

In computer science, there's a famous kind of puzzle called the 3SAT.

就是给你一串是或否的开关，还有一堆关于它们该怎么排列的规则，你得找出一个组合能满足所有规则。

You're given a long list of yes or no switches and a set of rules about how they must be arranged, and you have to find a combination that satisfies every rule.

最直接的方法就是把所有组合都试一遍，但每多一个开关，可能性就翻一倍，所以要是几百个开关的话，硬试得比宇宙的寿命还长，对吧？

The obvious way to solve it is to try every combination, but each new switch that you try doubles the number of possibilities, so a puzzle with a few hundred switches would take longer than the age of the universe to brute force," right?

就像这里有100个开关，得把它们全排对顺序，你得猜这个顺序，每次换一个开关去试对不对，可能性就一直翻倍翻倍再翻倍。

So it's like here's 100 switches, get them all in the right order, and you've got to guess the order, and every time you switch one to test if it's the right order, it doubles and doubles and doubles.

所以这个问题一直就是那种根本没法解的问题，因为它一直在翻倍，你永远也排不对顺序，因为东西越来越多，越来越大。

Okay, so it's kind of been this problem where it's just like it's impossible to solve because it's constantly doubling, and you're never going to get it in the right order because it just keeps getting bigger and bigger.

所以几十年来，这个领域最聪明的人想了很多特别聪明的办法让这个快一些，但每个聪明办法最后还是撞上了同一堵墙，那就是随着问题变大，时间要求还是在不停地爆炸式增长。

So for decades, the smartest people in the field found a whole bunch of really clever ways that made this a little bit faster, but every trick still hit the same wall, and that is that the time required kept exploding as the puzzle grew.

大约25年前，有两位计算机科学家，拉塞尔·因帕利亚佐和鲁哈玛·帕西，跟弗朗西斯·赞合作，他们把那堵墙变成了一个正式的概念，这就是我们所说的“指数时间假说”。

About 25 years ago, two computer scientists, Russell Impagliazzo and Ruhama Paci, were working with Frances Zane, and they turned that wall into a formal idea, and that's what we call the Exponential Time Hypothesis.

他们提出的这个假说基本上就是说，这种爆炸式增长不是人类不够聪明，而是自然法则。

This is what they proposed, which basically says that this explosion is not a failure of human cleverness, but it's just a law of nature.

他们就像在说：“听着，不管什么算法，不管多聪明，永远都不可能在不把时间弄得指数级爆炸的情况下解决3SAT问题。”

So they're like, "Look, no algorithm, no matter how smart it is, is ever going to be able to solve a 3SAT without the time blowing up exponentially."

没人能证明这个说法，但几乎所有人都相信，而且我觉得它成了很多现代计算机科学领域的一个基础——说实话，被用在各种奇怪的地方。

Nobody could prove it, but almost everyone believed it, and I think it became one of the foundations that a lot of modern computer science-- It used it in a bunch of really weird ways, to be honest.

但研究人员基本上拿这个当尺子用，所以如果你能证明快速解决某个其他问题也能快速搞定3SAT，那就基本上说明那个问题难到没救了。

But researchers basically were using this as a measuring stick, so if you could show that solving some other problem quickly could also crack 3SAT quickly, you had shown basically the problem was hopelessly hard.

上百篇论文，涉及调度、图论、逻辑，还有很多其他领域，都建立在这个同一个假设上。

Hundreds of papers, things from scheduling, graphs, logic, a lot more, were all kind of sitting on the same assumption.

然后现在快进到今天，OpenAI内部的一个AI模型说他们基本上把这个打破了。

And so now fast-forward to today, an internal AI model at OpenAI says that they basically broke it.

他们说他们找到了一个算法，能比这个假设所允许的速度快得多地解决这些难题，并且已经在Lean上验证了证明，Lean是那个著名的计算机验证系统。

They said that they found an algorithm that solves the puzzles a lot faster than the hypothesis allows, and it has checked the proof on Lean, which is the famous computer verification system.

最疯狂的是，最初提出这个假设的那些人——Impagliazzo和Paci，还有MIT的Ryan Williams——他们现在基本上在主导公开审查，看看这个证明是否真的推翻了他们自己的想法。

So the thing that is the most wild is that of all the people that originally proposed this hypothesis, Impagliazzo and Paci, along with MIT's Ryan Williams, they're basically now leading the public review of whether this has actually proved their own idea.

他们提出了这个假设，现在又在核实事实。

So they came up with this, and now they're actually kind of checking the facts on it.

所以接下来基本上就是，如果这个反证成立，那理论计算机科学的很大一部分就得重新审视了。

So basically, what happens next is if the disproof is accurate, then a huge chunk of theoretical computer science has to be revisited.

我知道这听起来像是理论计算机科学。

And I know it's like theoretical computer science.

人们有时候挺烦这类问题的，因为他们觉得：“这个问题对世界没什么影响，就是纯粹假设的。”

People kind of hate these problems sometimes because they're like, "This problem that has no impact on the world is all hypothetical."

但其实这里头有一些有意思的地方，因为他们之前一直在拿它当标尺或尺度，来衡量一个问题有多难。

But there is actually some interesting things because they were kind of using it as like a yardstick or a measurement for how hard a problem was.

之前那些问题得出的结论，比如“如果假设ETH成立，这个问题就不可能更快解决”，对吧？

Every result of previous problems that said, "This problem can't be solved faster than assuming ETH," right?

他们说，这个我们正在试图解决的问题，不可能比那个问题更快地解决。

They're like, "This problem we're currently trying to solve can't be solved any faster than that one."

基本上，所有这些结论都失去了根基，研究人员将不得不去弄清楚，他们在解决某个问题时碰到的那些壁，哪些是真正的壁，哪些只是因为他们觉得太费时间而放弃了探索。

Basically, all of those lose their foundation, and researchers are going to have to work out which of those walls that they hit when trying to solve a problem were actually real walls and which of them just simply they just stopped looking because they thought it would take too long.

所以我不认为这意味着所有问题都会变得简单，但基本上，这个新算法在绝对意义上仍然很慢，而且我觉得这不是著名的P对NP问题被解决了，而是意味着我们对什么可能发生的地图在我们非常有信心的某个地方画错了，如果真是这样，我们就得重新画这张地图。

So I don't think it means that everything becomes easy, but basically the new algorithm is it's still slow in absolute terms, and I think it's not kind of the famous P versus NP problem being solved, but it means our map of what is possible was wrong in a place that we were very confident about, and if this is the case, then we have to redraw it.

总之，有很多有趣的潜在影响，但看到OpenAI和Anthropic这样的模型提出这些新算法来解决这些难题，总是让我印象深刻。

So anyways, there's a bunch of interesting implications, but it's always impressive to me to see these new algorithms coming out of models like OpenAI and Anthropic solving these hard problems.

我很兴奋看到OpenAI在解决一些数学问题、脑筋急转弯以及我们思考了很久的事情上的努力。

I'm excited by OpenAI's kind of push towards solving some of these math problems, some of these brain teasers, some of these things that we've thought about for a long time.

因为，是的，对我来说，科学最令人兴奋的地方就是在这些领域取得进展。

Because, yeah, that's kind of what's exciting to me about science is making progress in these areas.

所以我们拭目以待，看看实际的影响是什么。

So we'll see what the actual implications are.

也许我们会重新审视一些以前认为无解的问题，因为以前觉得花的时间太长，但现在我们可能会找到新的解决方法，因为如果那个问题都能有算法，也许其他一些类似的问题也可以有算法。

Maybe we revisit some problems that we previously thought were unsolvable because it would just take way too long, and we find new ways to solve them, because if an algorithm could be created for that, maybe an algorithm could be created for some of these other problems as well.

好，咱们来说说Verizon那边的情况。

Okay, let's talk about what's going on at Verizon.

他们刚和AWS签了个20亿美元的AI大单。

They just signed a $2 billion AI deal with AWS.

他们把2026年的业绩预期也上调了。

They're raising their 2026 outlook.

这个AWS框架主要是为代理式和生成式AI负载提供分布式计算支持。

The AWS framework covers distributed compute for agentic and generative AI workloads.

现在，Verizon已经连续第三个季度表示，他们预计每股收益会更高。

Right now, Verizon is saying for a third quarter straight that they believe they're going to be making more money, earnings per share.

所以，这笔交易本质上就是扩大他们代理式生成式AI负载的分布式计算能力。

And so with this, the deal is basically scaling their distributed compute for agentic generative AI workloads.

他们把每股收益预期上调到了5.04到5.06美元。

They raised their earnings per share guidance to $5.04 to $5.06.

这已经是连续第三次上调预期了，所以Verizon觉得靠这个能赚更多钱。

This is a third straight guidance increase, so Verizon believes they're going to be making more money with this.

今年他们第二季度的营收是344亿美元。

Their Q revenue this year was 34.4 billion.

同比增长了1.5%，调整后的每股收益是1.31美元，增长了8.3%。

It's up 1.5, and their adjusted earnings per share is $1.31, which is up 8.3%.

所以Verizon这个季度新增了40.6万后付费手机用户，这意味着Verizon正在快速增长，我很期待看到他们在AI方面可能会做出的一些大动作。

So Verizon added 406,000 postpaid phone subscribers in the quarter, which means Verizon is growing quickly, and I'm excited to see some of the big bets that they hopefully will take in AI.

其实几年前我在节目里采访过Verizon的人，他们来自一些AI实验室，还有他们当时正在做的项目，所以我很高兴看到他们在这方面加大投入，也期待这些投资最终能带来什么成果。

I've actually interviewed people from Verizon on the show a few years ago from some of their AI labs and some of the projects they were working on, so I'm excited to see them investing more in that and excited to see what those investments ultimately bring.

OpenAI刚刚发布了GPT-6.1。

OpenAI has just launched GPT-6.1.

这是他们最新的模型。

This is their newest model.

叫6.1 Terra。

It's 6.1 Terra.

它的价格是GPT-6.1 Sol的一半，Sol是中等规模的模型。

It's half the price of GPT-6.1 Sol, which is the midsize model.

现在每百万输入词元的价格是一美元，而且他们正在加入计算机使用功能，另外我们正在用新的版本取代GPT-6.1 Terra。

It now costs $1 per million input tokens, and they're adding computer use and a one we're replacing GPT-6.1 Terra.

其实我个人一直在用6.1 Terra做各种项目，哦不对，是6.1 Sol。

I actually have personally been using 6.1 Terra for a bunch of different projects, or sorry, 6.1 Sol for a bunch of different projects.

既然6.1 Terra便宜一半，我觉得会有很多人能好好利用这个功能。

So if 6.1 Terra is half the price, I could see that a lot of people would get a lot of really good usage out of this.

OpenAI表示，在Terminal Bench上，最大努力模式下得分是50.3%，而之前的模型只有21%。

OpenAI said that 50.3% on Terminal Bench for max effort is up from 21% for the previous model.

所以在Terminal Bench上基本上提升了一倍，这挺不错的。

So it basically got twice as good on Terminal Bench, which is cool.

它会出现在ChatGPT Work和Codex中，适用于Plus、Pro、商业版、企业版和教育版。

It's going to be inside of ChatGPT Work and Codex for Plus, Pro, Business, Enterprise, and Education.

它也会出现在企业版和GitHub Copilot中。

It's also going to be on the Enterprise and GitHub Copilot.

显然，他们会逐步推广到所有这些地方。

Obviously, they'll roll it out to all of those different places.

我很高兴它能在 ChatGPT Work 上使用，而且如果当你令牌不足需要切换到更低级模型时，价格能减半的话，那就更好了。

I'm excited about having it on ChatGPT Work if it costs half as much when you get low on tokens and you need to go to a lower model.

每当他们能以更低成本做到这一点，我总是很开心。

I'm always happy when they're able to do that for less.

Oracle 刚在多个不同领域推出了 25 个 Fusion Claw 代理型应用。

Oracle has just launched 25 Fusion Claw agentic apps across a bunch of different areas.

看到 Oracle 在这里下大赌注，我很兴奋。

I'm excited to see Oracle making some big bets here.

我听过很多关于他们主导项目的传言，也和那边的人聊过一些不同的事情，所以我对 Oracle 未来的方向感到兴奋。

I've heard a lot of rumors about projects that they're leading, talked to some people there about different things, so I'm excited for the direction that Oracle's going.

这个项目特别酷。

This project, in particular, is cool.

Fusion Claw 基本上是 Oracle 的执行运行时，用于长时间运行的代理工作，它具有持续重新规划和确定性执行的特点。

Fusion Claw is basically Oracle's execution runtime for longer-running agent work, and it has continuous replanning and deterministic execution.

所以它可能在项目进行到一半的时候介入。

So it could be halfway through a project.

就像Open Claw一样，但它进行到项目中途时，会自己说：“看，我走的这条路真的必要吗？还是走错了？”

It's like it's Open Claw, but it's halfway through a project, and then it will say, "Look, is the path I'm taking really necessary, or is it wrong?"

然后它会重新规划自己想做的事情。

And then it will replan what it's trying to do.

我觉得这真的很酷。

I think that's really cool.

前五个应用都在Fusion Cloud CX上，所以它们有服务健康检查和行政简报文件。

Five of the top apps are on the Fusion Cloud CX, so they have service health check and executive briefing documents.

基本上，他们做了一堆很酷的小应用。

They have a bunch of cool little apps that they've made, basically.

Oracle Fusion Companion让用户可以通过像ChatGPT这样的辅助AI工具在Fusion应用中工作。

Oracle Fusion Companion lets users work in Fusion applications through support AI tools like ChatGPT.

他们没有透露这些应用的定价，但他们创建了一堆新工具，说实话，不管这些工具是否达到前沿水平，还是仅仅不错，我都很高兴看到Oracle加入进来。

They didn't disclose the pricing for the applications, but they've created a bunch of new tools, and honestly, whether they're frontier level or whether they're just good, I'm excited to see Oracle jump in.

我希望看到苹果在这个领域更积极一些。

I want to see Apple get more aggressive in this space.

我希望看到甲骨文在这个领域更积极一些。

I want to see Oracle get more aggressive in this space.

我希望看到威瑞森在这个领域更积极一些。

I want to see Verizon get more aggressive in this space.

我希望每个人都能推出基础模型，同时也有建立在其之上的工具。

I want everyone to come out with foundational models and also just tools that build on top of it.

当有很多竞争和很多人从事不同项目时，我认为这对整个行业来说是好事。

I think it's great for the overall industry when you have a lot of competition and a lot of people working on different projects.

所以，是的，为甲骨文点赞。

So yeah, kudos to Oracle.

他们显然通过向OpenAI和其他人出售硬件和计算资源筹集了大量资金，也赚了很多钱，但我认为他们也有空间做一些软件、一些算法，还有AI方面的工作。

They are obviously raising a ton of money and making a ton of money from selling the hardware and the compute to OpenAI and everybody else, but I think that there's a space for them to do some of the software, some of the algorithms, some of the AI as well.

所以这就是我期待他们去做的事情。

So that's what I'll be excited to see them working on.

非常感谢大家收听这期播客。

Thank you so much for tuning into the podcast, guys.

记住，如果你希望用AI来增长和扩展你的业务或职业，去看看AI Hustle Skool社区吧。

Remember, if you want to grow and scale a business or your career with AI, go check out the AI Hustle Skool community.

我在那里有超过1300名成员。

I have over 1,300 members in there.

那里真的很有趣。

It is so much fun.

如果你对我正在做的业务、项目或者行业动态有疑问，就去加入那个社区，在那里给我发私信。

If you have questions for me about a business you're working on, projects, what's happening in industry, go join the community, send me a DM over there.

我会回复你，我很期待看到你打造的东西。

I'll get back to you, and I'm excited to see what you build.

好了，下期节目再见。

All right, catch you all in the next episode.