Anthropic 的 Fable 5 回归！SpaceX 打造 AI 设备

Anthropic 的 Claude Fable 5 回来了，还有 Mythos 5。

Anthropic's Claude Fable five is back along with Mythos five.

美国已经取消了对它的出口管制，SpaceX 正在向投资者展示一款类似手机的 AI 设备原型。

The US has lifted export controls on it, and SpaceX is showing investors a handset like AI device prototype.

Meta 计划做云业务，本质上就是转售 AI 算力，就像 SpaceX 照搬他们的模式一样。

Meta is planning a cloud business where they're essentially gonna resell AI compute just like SpaceX copying their playbook.

一家叫 BioShocking 的公司搞出了针对六个不同 AI 浏览器的越狱攻击，从 OpenAI 到 Anthropic 到 Gemini 都中招了，还让它们相信 2 加 2 等于 5。

A company called BioShocking has created a jailbreak attack on six different AI browsers, everything from OpenAI to Anthropic to Gemini, and it has convinced them two plus two equals five.

这背后有几个问题值得担心。

There's some reasons why this is problematic.

我待会儿细说。

I'll get into them.

Cloudflare 也会默认屏蔽混合用途的 AI 爬虫，这个措施今年九月就开始生效。

Cloudflare is also gonna block mixed use AI crawlers, by default, and that's gonna start in September this year.

Google 正在把 Gemini Spark Agent 推到 Mac 上。

Google is bringing Gemini Spark Agent to Mac.

他们主要针对的是云桌面和Copilot，跟Anthropic在这上面有不少争议。

They're targeting essentially Cloud Desktop and Copilot, and there's a lot of beef that they're having with Anthropic over this.

你们大多数人给节目都打了五星好评，但偶尔也会收到一星评价。

The majority of you guys leave amazing reviews on the show, but every once in a while, I get a one star.

说实话，这些一星评价反而是我最爱看的。

And I'm gonna be honest, these are some of my favorite reviews to read.

我想念一段上个月刚收到的，我特别喜欢的评价。

I wanna read you one of my favorites I just got a month ago.

上面写着：如果你想听一堆所谓的‘真实新闻’，配上个青少年式的天真评论，那这个节目再合适不过了。

It says, if you want a rehash of quote unquote real news with naive commentary by a tween, this will be perfect for you.

这是来自‘讨厌昵称99’的评价。

That's from I hate nicknames ninety nine.

非常感谢。

Much appreciated.

这还挺搞笑的，因为如果你搜我的名字‘Jaden Schafer’，谷歌会显示别人常搜的关联词，其中有一个高频词就是‘Jaden Schafer 年龄’。

And this is kinda funny because I actually get, if you search for my name, Jaden Schafer, one of the top like, Google shows you the other things people search for, and one of the top things is Jaden Schafer age that people search for.

各位，这条评论说‘我介于两者之间’，顺便告诉你们，我今年30岁，有四个孩子。

Guys, this one says I'm between so just so you know, I am 30 years old with four children.

我长得年轻。

I have a young face.

不过话说回来，这真是我最喜欢的评论之一。

But anyways, that was one of my favorite reviews.

如果你喜欢这个节目，觉得它不是在重复假新闻、做幼稚的评论，麻烦给个评价吧。

If you like this show, you don't think that it is a naive commentary rehash of fake news, I would appreciate a review.

咱们得平衡一下这个一星差评。

We gotta offset this this one star.

但说真的，非常感谢大家留下的所有精彩评价。

But in all seriousness, I appreciate all the incredible reviews you guys left.

如果你还没留过，我真的非常期待你能写一条。

And if you haven't left one already, I would appreciate it.

我甚至可能在节目里念出来。

I might even read it on the show.

咱们先来看第一个故事，Fable Five。

Let's get into our first story with Fable five.

美国商务部已经取消了对Fable Five的出口限制，我记得他们昨天刚宣布的。

The US commerce department is lifting export restrictions on Fable five, and I think they actually announced this yesterday.

所以今天就已经正式上线了。

Because of that, they've rolled it out today.

我电脑上其实已经装了，刚才我们聊天的这一个多小时里，我还专门去扫了一遍我一个大型项目的全部代码。

I actually have it on my computer, and while we've been talking and for the for the last couple hours, I actually had to go and scan through the entire code base of one of my bigger projects.

我有个特别大的项目，主要是自己用的，帮我在播客相关的营销和SEO方面处理各种事情。

I have a really big project that is basically I just use it internally for myself to help with all the marketing and everything I do with podcasting as well as everything that I do for SEO.

我最近还搞了个新网站，跟aichatdaily.com配套的，它用AI加上其他多个数据源，自动生成关于AI领域最新动态的新闻文章，还做深度解析。

I have a new site which kinda goes along with this website aichatdaily.com, and it is, it uses AI and a bunch of other different sources to generate news articles about everything happening in AI and do deep dives on it.

这个项目体量真不小。

Now, it's a really beefy project.

里面功能很多，我正考虑把它做成一个产品。

There's a lot going on there, and I'm thinking of turning it into a product.

总之，我让Fable Five把整个项目都跑了一遍。

Anyway, so I had Fable five run through the whole thing.

如果你手头有任何项目，不管是写代码，还是那种流程复杂、环节很多的大工程，我强烈建议你今天就用Fable Five试试。

And if you have any sort of project, that you've been working on, whether that's, you know, coding or whether that's just a big project that has a lot of moving parts, I would recommend using Fable five on it today.

到7月7号之前，我们还能用Fable Five处理最多一半的令牌配额。

Up until July 7, we have the ability to use Fable five for about 50% of all of your tokens.

之后，我觉得这个比例会被砍掉。

After that, I think it's gonna get cut down.

如果你想用Fable Five超过一半的令牌额度，那就得自己付API费用了。

If you wanna use Fable five for more than 50% of your, you know, clawed max tokens or whatever, you have to pay, you know, the API costs.

所以你别指望能把它彻底用到极限。

So you're you're not gonna be able to, like, totally max this thing out.

所以我建议你赶紧用。

So I would use it.

从今天算起，你只有一周时间，能用多少就用多少，我百分百推荐你这么做。

You have one week from today, to get as much usage out of it, and I would a 100% do that.

它在编程和理解复杂内容方面特别厉害。

It's really smart at coding and understanding complex stuff.

把你所有的系统和代码库都拿去跑一遍吧。

So run it through all of your systems, run it through all of your code bases.

今天就是入手的最佳时机。

Today is the day to get it.

这只是一个提醒。

That's just a a PSA.

Anthropic 的服务现在被封了。

Anthropic is actually blocked.

它被封是因为有人担心它可能会帮助外国势力攻击美国的基础设施、电网、银行这类关键系统。

So in order to get this thing put back online because it was basically blocked over concerns that it was gonna help foreign adversaries attack US infrastructure, power grids, banks, that kind of stuff.

这一切源于亚马逊，他们做了一整项研究，发现了一个绕过限制的方法，然后把结果提交给了财政部。

And so this all came from Amazon who actually did a whole research project on a jailbreak that they found, and they showed this to the treasurer the treasury.

之后就被封了，闹出了一堆麻烦。

And then, you know, it got blocked and there was all this snafu about it.

在这一连串的风波中，Anthropic 最初说：‘我们没必要修复这个问题。’

In all of the in all of the drama that happened, Anthropic originally said, hey, look, we don't need to fix this, issue.

我觉得亚马逊先去找了他们，但他们没采取行动，后来才去找了财政部。

I think Amazon went to them first, then they didn't do anything, then they went to the treasury.

Anthropic 说：‘我们不用修，因为 OpenAI 和 Gemini 也有同样的越狱漏洞。’

And Anthropic said, hey, look, we don't need to fix this because OpenAI has, you know, the same jailbreak as possible on OpenAI and Gemini.

我不太清楚具体发生了什么，但 Anthropic 的 Fable 5 被下架了，现在他们已经修复了。

And so I'm not exactly sure what happened there, but Anthropic got Fable five pulled, and they've now fixed it.

据称，亚马逊发现的这个越狱漏洞，他们现在已经补上了。

Apparently, with that jailbreak that Amazon discovered, they've now fixed it.

在超过 99% 的情况下，系统都会拦截，防护机制已经能有效阻止人们使用这个越狱方法。

So over ninety nine percent of cases, it actually is going to, you know, stop and has guardrails stopping people using that jailbreak.

他们还组建了一个专门的内部团队，7x24 小时监控越狱报告，并且推出了 HackerOne 漏洞赏金计划，邀请安全研究人员参与。

They also have a dedicated internal team that now monitors jailbreak reports twenty four seven, and Anthropic launched a HackerOne bug bounty program for security researchers.

这其实做得挺棒的，但我见过不少安全研究人员对 Anthropic 以及其他模型的负面评价。

This is actually awesome, and I've seen a lot of, bad PR from security researchers, not just with Anthropic, but with a lot of other models.

Lovable 之前也遇到过几次严重的安全漏洞，平台总是说，你看，这不怪我们，因为有这么个原因。

I think Lovable had it for a while where there'd be big security breaches, vulnerabilities issues, and the, you know, the platforms are like, look.

这事儿不归我们管。

This isn't our fault because of x y z reason.

他们总是拖着不解决。

They would kick the can down the road.

确实是这样。

And it yeah.

可我们现在的很多系统都得高度安全，这种态度可不行。

Just not a very good thing when we when we need to be pretty secure on a lot of this stuff.

好在 Anthropic 终于采取行动了。

So happy that Anthropic has launched this.

Mythos 5 已经在 6 月 26 日重新向美国用户开放。

Mythos five has also returned to US users on June 26.

Fable 5 现在全球都可以使用，不再需要出口许可。

Fable five is now globally available without export licensing requirements.

显然，Anthropic 的进展速度非常快。

Obviously, Anthropic is moving very fast.

他们才刚被封禁三周，现在就全面恢复上线，禁令也解除了。

This is three weeks since they were shut down, and now they are fully back online and the ban has been lifted.

SpaceX 向投资者展示了一款新手机。

SpaceX is showing investors a new handset.

这是一款 AI 设备的原型机。

This is a prototype of an AI device.

它比 iPhone 还薄，运行的是自研软件和 xAI 技术。

It's slimmer than an iPhone, and it runs on custom software and xAI tech.

这很可能让埃隆·马斯克直接跟 OpenAI 和乔尼·艾维竞争，因为他们也在做硬件，搞硬件布局，只是还没公布具体形态。

This is probably gonna put Elon Musk into direct competition with OpenAI and Johnny Ive because they're also creating the hardware, doing some sort of hardware play, although they haven't said the exact form factor yet.

我觉得这说明 xAI 和 SpaceX 真的是在认真押注 AI 设备的开发。

I think this is showing that xAI and SpaceX really is making a very serious bet on building AI devices.

不过这事儿现在有点棘手，因为到目前为止，Humane AI Pin 已经彻底失败了，当初可是融了八亿美元，快到十亿了。

Now this is gonna be, I I guess, kind of tricky because up until this point, the humane AI pin failed, you know, dramatically with, you know, 800 or, yeah, $800,000,000, almost a billion dollars raised.

那家公司彻底垮了。

That whole company went up in smoke.

我记得好像是以三亿美元卖给了惠普。

I think it sold to HP for, like, 300,000,000.

还有Rabbit R1，说实话也失败了，接着是Friend Pendant，也一样没成功。

And then we also had the Rabbit r one that kind of flopped, to be honest, then we have the Friend, Pendant that flopped.

真正大获成功的AI设备，其实是Meta和雷朋合作推出的智能眼镜，他们还和不少公司联手做了这个项目。

I will say the one AI device that really crushed is the Meta Ray Ban or the Meta Smart Glass collaboration that they've done with a bunch of different companies.

这个产品表现相当不错，这恐怕是我们第一次看到真正成功的AI硬件组合。

That one seems to be doing quite well, and actually that's the first time I think we've seen a really successful AI hardware combo.

也许SpaceX会推出下一个爆款。

Maybe SpaceX has the next one.

也许OpenAI会推出下一个爆款。

Maybe OpenAI has the next one.

这些大公司都在行动，但具体在搞什么，我们还不清楚。

We have some these big players making moves, but we don't know exactly what they're doing.

据说，他们打算押注那些没有安卓或iOS系统的AI设备能成功。

Apparently, they're gonna be betting that AI devices that don't have, you know, Android or iOS on them are gonna be successful.

顺便说一下，苹果好像也在做某种眼镜。

I think Apple's also making some glasses, by the way.

因为SpaceX收购了XAI，所以能直接整合他们的技术。

So because SpaceX acquired x ai, they're able to roll their technology in.

看起来他们想复制OpenAI的做法。

It looks like they're trying to do what OpenAI is doing.

他们想把模型、操作系统和硬件全都整合到一起，就像苹果那样。

They're trying to pull, you know, the model, the operating system, the hardware, and bring it all into one thing, copying, you know, what, like, Apple has done.

SpaceX通过特斯拉掌握了大规模制造和硅材料资源。

SpaceX has manufactured scale and silicone access through Tesla.

所以他们有能力推出硬件产品。

So they're able to pull off a hardware device.

对吧？

Right?

特斯拉有那么多超级工厂，制造能力简直没得说。

I mean, Tesla's got so many gigafactories and so much, you know, manufacturing capacity.

跟他们合作根本不是什么难事。

A partnership there would not be hard.

他们还有星链移动网络，本身就是原生的无线连接方案。

They also have Starlink mobile, which is a native wireless connectivity.

我觉得他们在这一块潜力很大。

I think they have a lot of possibility there.

说实话，我以前还真听过马斯克抱怨苹果和iPhone，说：

And to be fair, I've actually heard Elon Musk in the past, being frustrated with Apple and iPhone saying, like, hey.

我们真需要一款特斯拉手机吗？

Do we need a Tesla phone?

或者也可能是我看到他发帖抱怨苹果时的评论。

Or or maybe that was comments I saw on on a post of him being frustrated at Apple.

他们之前有点矛盾，不过后来他跟库克聊了聊，应该已经和解了。

They had a beef a little while back, then he talked to Tim Cook, I think they smoothed it all out.

对了，你听说没？

Oh, you know what?

就是苹果当初退出X平台的时候，说埃隆和X上的内容都不好。

It was when Apple pulled off of X because they said that Elon and everything on X was was bad.

对吧？

Right?

那时候所有广告商都撤了，确实发生过这事。

So back in that moment when all the advertisers were pulling, that was something that happened.

综合这些情况，我特别想知道他们会不会真去搞手机。

So with all of that, I would be really curious to see if they would go after a phone.

我不确定他们是想全面进军手机市场，还是只做一款自用的定制设备，但他们手里的资源挺全的，尤其是星链。

I don't know if they'd go for a full phone market or they'll make something kind of custom, for themselves, but they have a lot of the pieces especially with Starlink.

要是他们推出星链，再做个手机，比如手机自带全球联网功能，价格还特别低，那真挺值得看看，他们能不能真正搅动市场。

If they were to roll out, let's say, Starlink, and they made a phone, for example, where you got the phone and it had, you know, worldwide connectivity for a really cheap price, it'd be interesting to see, you know, if they would be able to compete in any meaningful way.

也许他们会搞个基于安卓的版本，不过我觉得埃隆不太想跟谷歌打交道。

Maybe they would have an Android spin off, although I don't feel like Elon would wanna play with Google.

Meta正在模仿SpaceX的模式，打算转售AI算力。

Meta is copying the SpaceX playbook and is planning to resell AI compute.

让我觉得有意思的是，现在这些大公司几乎都一样。

What's interesting to me is it feels like, basically, we have all of these massive companies.

大家都在大力建设数据中心，搞AI基础设施。

All of them are doing, some sort of data center build out, some sort of AI infrastructure build out.

他们都知道这东西有多强大，但自家的工具却没被充分利用。

They realize just, you know, how powerful that is, but not all of their tools are being used as much as they would want.

我觉得Meta AI的发展没达到扎克伯格的预期，Grok也没达到马斯克想要的速度。

I don't think Meta AI is scaling the way Mark Zuckerberg wanted, and I don't think Grok is scaling the way that Elon wanted.

他们手头确实有不少好技术，但很明显，OpenAI和Anthropic，尤其是Anthropic，正在抢走他们想拿下的大部分市场。

Now they have a lot of, you know, great technology, etcetera, etcetera there, but it feels like OpenAI and Anthropic are really especially Anthropic are really running away with a lot of the market that they would like, both of those companies.

那他们接下来该怎么办？

Now what do they do about that?

现在他们手上还有大量闲置的算力。

They have all of this extra, you know, capacity.

他们会把多余算力租给其他人，这正是Meta正在做的。

They'll rent it out to other people, and that looks to be exactly what Meta is doing.

这个服务叫MetaCompute。

It's gonna be called MetaCompute.

说白了就是云计算业务。

It's basically cloud business.

主要是转售AI计算资源。

It's gonna resell AI compute capacity.

他们还会在里面部署自己的模型，让Meta的模型也跑在上面。

It's also gonna host its own models, so Meta's gonna get their own models on there.

这直接跟AWS、谷歌云、Azure，还有SpaceX竞争。

And they're competing directly with AWS, Google Cloud, and Azure, and SpaceX here.

这是在1820亿美元基础设施投入的基础上做的，跟SpaceX的做法非常相似。

This is following the $182,000,000,000 in infrastructure commitments, and it's very similar to what SpaceX has been doing.

Meta在俄亥俄州的数据中心，扎克伯格说有曼哈顿那么大，今年就要上线，算力远超Meta自家产品的需求。

Meta's Ohio data center, which Mark Zuckerberg described it as Manhattan sized, is expected to come online this year and it's gonna generate way more capacity than Meta's own products need.

我觉得，在理想情况下，Meta AI 本来应该很受欢迎，他们自己就能把算力全用上。

I think, you know, in a in a perfect world, Meta AI would have been really popular and they would be able to use it all.

但因为现在没达到预期，他们干脆打算把多余算力卖出去。

I think because they it's not there, they're just gonna sell it to other players.

这个业务会同时提供原始算力，跟 CoreWeave 很像，也会提供对 Meta 自有模型的访问权限。

The business is gonna sell both raw compute, so it's gonna be very similar to CoreWeave, and they're gonna have hosted access to meta models.

所以这些服务会整合进他们的闭源模型 Muse Spark，跟 AWS 那套‘算力+模型’的模式差不多。

So that's gonna be included in their closed weight Muse Spark, which is very similar to what AWS's dual infrastructure plus model approach is.

SpaceX 其实已经证明了这套模式是行得通的。

SpaceX basically already proved that this model works.

X AI 已经跟 Anthropic、谷歌和 Reflection AI 签了协议，租用 Colossus 1 的算力，把闲置资源直接变成收入，年入几十亿美元。

X aihustle signed deals with Anthropic, Google, and Reflection AI to lease Colossus 1 capacity, which is turning some of their excess compute into revenue immediately, and they're making billions of dollars doing that.

所以我觉得 Meta 也就是跟着这条路走罢了。

So I think Meta is just gonna follow in the footsteps there.

有个公司和一位研究者叫 Roy Paz，他们展示了 Bioshocking。

There is a company and a researcher named Roy Paz, and they demonstrated Bioshocking.

这是一个越狱攻击，已经突破了六个不同浏览器的安全护栏。

This is a jailbreak that has defeated safety guardrails in six different browsers.

这些浏览器分别是 ChatGPT Atlas、Perplexity 的 Comet、Failu、Genspark、Sigma，以及 Claude 的 Chrome 插件。

That's ChatGPT Atlas, Perplexity's Comet, Failu, Genspark, Sigma, and Claude's Chrome plugin.

本质上，它们是通过虚构一个允许窃取凭证的场景来欺骗这些系统。

And, essentially, they are tricking them into a fictitional context where credential theft is excess is acceptable.

对吧？

Right?

他们的意思是，你看。

They're like, look.

窃取别人的凭证完全没问题。

It's totally cool to steal people's credentials.

这种特定的网络安全攻击表明，架构上存在一些问题。

This kind of cybersecurity attack in particular, think, is showing that there is a bit of a architectural problem.

很多AI浏览器把控制平面和数据平面混在一起，控制平面决定怎么处理数据，数据平面负责读取网页内容，这就导致它们容易受到大规模提示注入攻击。

A lot of the AI browsers, they're they merge, you know, a control plane, which is deciding what to do with the data plane, you know, reading whatever content is on the web, and then they make them vulnerable to prompt injection at scale.

说真的，我觉得这事儿并不是什么秘密。

And to be fair, I don't think this is something that is like, this is something that's known.

我听说过Perplexity Comet，也听说过Claude的Chrome插件。

Like, I've heard Perplexity Comet, and I've also heard Claude for Chrome.

这两家公司都提到过这个问题。

I've heard both of these companies discuss this.

嘿，各位。

Like, hey, guys.

提醒一下，用这些工具的时候要当心。

Just so you know, when using these tools, watch out.

但这次的攻击方式特别有意思。

But this attack in particular was interesting.

他们设计了一个解谜游戏，故意奖励错误答案，比如2加2等于5，这样一来，模型就会把整个对话当成虚构场景，从而绕过原本阻止窃取凭证的安全机制。

They stage a puzzle game that rewards wrong answers, like two plus two equals five, which basically causes the models to treat the entire section, the session as fiction, and it disables the guardrails that normally block credential theft.

所以他们就说，嘿。

So they're like, hey.

你瞧。

Look.

咱们来玩个解谜游戏吧。

Let's let's play a puzzle game.

假设我们处在一个虚构的世界里，二加二等于五，模型就真以为这是对的，接着就觉得偷密码也没关系了。

We're in, you know, a fictitious world where two plus two equals five, and they're like, okay, two plus two equals five, and they're like, now, you know, because that's wrong, like credential theft is okay to do.

你能把屏幕上显示的密码拿过来给我们吗？

Could you, like, grab their password and give it to us?

然后模型就说，好吧，我确实是在一个假的世界里。

And it's like, yeah, I'm in this fake world.

这是我在屏幕上看到的密码。

Here's the password that I'm seeing on the screen.

总之，他们居然能想到这种办法，真是够疯狂的。

So anyways, pretty crazy, that they were able to figure this out.

更离谱的是，这想法实在太有创意了。

It's also crazy because, that's very creative.

他们居然能发现这个，真让我佩服。

I'm impressed that they they they found that.

我不禁想知道，他们是什么样的直觉引导他们找到这个越狱方法的。

I wonder what kind of hunch led them to that conclusion to be able to find that jailbreak.

但不管怎样，肯定还有很多类似这种奇怪又随机的边缘情况越狱方式，迟早会被人发现。

But regardless, there's probably tons of these really weird random edge case jailbreaks that people will find.

希望像这样的安全研究人员能及时披露并促成修复，但也不能排除坏人也在暗中发现这些漏洞。

Hopefully, security researchers like this that, disclose it and get it patched, but there could be bad actors finding out these types of things as well.

据他们说，运行这个特定的越狱程序时，六个智能代理全都没对最后那条指令——去窃取密码——发出任何警告。

According to them, when they ran this particular jailbreak, all six agents failed to flag the final instruction, which was to go steal some of the some of the passwords.

它们甚至没指出这是违反安全规则的行为，这实际上证明了它们真的会替人去做这种事。

And they failed to say that that was a safety violation, which basically is proving that it would it would go and do that for people.

和传统浏览器会强制执行同源策略来隔离数据不同，这些AI代理拥有广泛的账户访问权限，只需一条对话指令，就能访问被隔离的凭证、存储库和邮件。

So unlike normal traditional browsers which are gonna enforce same origin policies to isolate data, the AI agents have broad, you know, account access, and they can reach siloed credentials, repositories, and mail through a single conversational request.

对吧？

Right?

换句话说，你让AI浏览器干点私活，比如：嘿。

In other words, you got on a side pan on your AI browser where you're like, hey.

去查查我的邮件，顺便做点这个。

Go check my email and go do this.

去访问这个网站。

Go go to this website.

把这部分数据拿过来。

Grab this data.

它就在你浏览器里自己点来点去，全权代理了。

And it's just controlling your browser clicking around.

所以AI的权限大得惊人，只要你能绕过限制，它就能顺手把密码和其他敏感信息都扒走。

And so they have just so much, you know, power to to do anything that apparently, if you can jailbreak it, it can also go grab passwords and other things.

从九月开始，Cloudflare将默认屏蔽混合用途的AI爬虫。

Cloudflare is going to be blocking mixed use AI crawlers, by default starting in September.

也就是说，AI公司必须明确区分：你是搜索引擎爬虫，还是在收集训练数据，又或者是个智能代理爬虫。

So essentially what this means is that AI companies are gonna be forced to separate whether they're being a search bot or whether they're grabbing data for training or whether they're an agent, crawler.

所以实际上有这三种不同情况。

So there's kind of these three different things.

对吧？

Right?

一种是谷歌在浏览你的网站，为用户从Gemini或其他工具获取信息；另一种是谷歌抓取你的数据，用来训练模型——这正是他们想避免的；还有一种是智能代理在你的网站上执行操作。

Google that is going and searching through your website to get some information for somebody, maybe on Gemini or any of these other tools, or Google that is going to your website to scrape your data to put it into their training set, which is what they're trying to avoid, or if it's an agent going and doing something on your website.

去一个网站，无非就这三种目的。

There's kind of three different things that you can go to a website for.

根据Cloudflare的数据，超过一半的AI爬虫流量都在重复抓取没有变化的页面，这纯粹是在浪费资源和网站带宽。

And apparently, Cloudflare data shows that over 50% of AI crawler traffic, re fetches unchanged page pages, which is basically wasting a lot of resources and publisher bandwidth.

对吧？

Right?

你刚爬过一次网站，为某个用户请求，谷歌马上又为下一个用户请求重新爬一遍，再爬一遍，再爬一遍。

So if you have, you know, you go crawl the website for one a website for one reason, then Google's gonna just come back and crawl it again for the next user request and crawl it again for the next user request.

就这么一遍又一遍地访问网站服务器。

And it's just hitting the website server over and over again.

网站所有者得为这些访问量买单。

The website owner is gonna have to pay for all that usage.

但谷歌不用付钱。

Google doesn't have to.

总之，他们应该是想解决这个问题。

Anyways, So they're I think they're trying to, solve that problem.

他们正从按爬取次数收费，转向按实际使用量收费。

They're shifting from a pay per crawl to a pay per use pricing.

Cloudflare 有好几种计费模式。

Cloudflare has all these pricing models.

如果你还不了解的话，Cloudflare 其实就是个中间层，帮你网站和互联网之间做中转。

You can you I mean, in case people don't know, Cloudflare is basically a website that acts as kind of a middleman between your website and the web.

我所有网站都用了 Cloudflare。

And I actually have Cloudflare set up on all my websites.

我用它已经好几年了。

I've had it for years.

对我来说，他们提供免费的SSL证书，还能在有人试图用大量机器人攻击你的网站、想把你服务器压垮的时候，作为中间人拦下这些攻击。

For me, it's been that they give you a free SSL certificate, and also they allow you if someone's trying to DDoS attack, so if someone's trying to just send tons of bots to your website to crash your server, they'll act as an intermediary and stop those attacks.

所以Cloudflare真的很有用，这些功能我全都能免费用。

So Cloudflare is really useful, they're I get all of that for free.

他们还有一些付费工具，我觉得我也在用，但我在很多网站上都能免费享受到这些服务。

They got a bunch of paid tools that I think I pay for as well, but I get that for free on a ton of sites.

现在互联网上有很大一部分网站都在用他们家的服务。

And so, it's a huge percentage of the Internet has them.

他们推出了一些项目，比如按爬取次数或按使用量收费，如果你的公司想爬取那些启用了Cloudflare的网站，就得付费。

They have a bunch of, programs that they have like paper crawl and paper use pricing where, if you wanna go crawl a website that has this enabled and they have Cloudflare, your company is gonna have to pay to go and crawl those websites.

不是所有人都开通了这项服务，也不是所有人都加入了这个计划，但这是他们正在推进的方向，比如ceramic.aiandyou.com，这其实是个浏览器。

Now not everyone has opted in and not everyone is signed up with this program, but this is what they're kinda working towards, ceramic.aiandyou.com, which is like a browser.

我以前请过you.com的CEO来我的播客做客。

I've had the CEO of you.com on the podcast in the past.

这两家公司都已经签约，加入了这个新模式。

Both of those have signed up to be partners on this new model.

所以很值得期待，看看他们能不能真帮人赚钱，能不能把恶意爬虫流量压下去，效果到底怎么样。

So it's gonna be interesting to see if they're actually able to help generate revenue for people, if they're able to get bot traffic to your website down and where that goes.

明白了。

Okay.

最后我想聊的是，谷歌要把他们的Gemini Spark助手带到Mac上，想跟Claude Desktop和Copilot竞争——这两个可是我每天离不开的最爱工具，当然也包括微软的Copilot。

The last thing I wanna talk about is that Google is bringing their Gemini Spark agent to Mac computers, and they're trying to compete with Claude desktop and Copilot, which are basically my two favorite tools I use all the time, and I think also Microsoft Copilot.

不过这次，Gemini Spark会为高级订阅用户开放本地文件访问和跨应用自动化功能。

But, basically, this is gonna open local file access and multi app automations to Google AI Ultra subscribers.

顺便说一句，目前只在美国上线，但我觉得这对很多工作流来说特别有用，比如让Spark自动整理发票。

This is only in The United States, by the way, but I think this is for a lot of workflows that let Spark do things like sorting invoices.

也就是说，你以前用ChatGPT桌面版或者Claude桌面版能干的事，现在Gemini Spark也能做了，算是直接对标。

I mean, everything that you'd go and get, ChatGPT desktop to or sorry, if you get Clawd desktop to do, Gemini is going to now have a competitor, Gemini Spark.

其实不光是谷歌，OpenAI也在用Codecs做类似的事，Perplexity也有Perplexity Computer在跟进同样的方向。

And I think we see this also, like, OpenAI is doing some version of this with Codecs, and you have Perplexity that has Perplexity Computer that's trying to do the same thing.

总之，现在好几家都在往这个方向发力，而谷歌终于也加入了。

So anyways, there's a bunch of different people, but Google is getting in.

感觉谷歌就是在拼命追赶。

It feels like Google is is trying to keep up basically.

不过这工具确实不错。

This is a great tool though.

我特别喜欢这种能装到电脑上、直接访问你文件的程序。

I love these things where you download it onto your computer so it can have access to your files.

现在有太多项目已经不只是停留在浏览器里了。

There's so many projects where it's not just, browser stuff.

谷歌之前在Chrome插件上做过一些挺酷的东西，但真正能装个桌面应用，才让AI真正能操控你的电脑。

Google's been able to do some cool stuff with the with some of their Chrome extensions and and that kind of thing, but being able to have an actual app on your computer unlocks it where the app can control your computer.

比如你跟它说：去把那边的文件拿过来，重新分类、改名、移到这个文件夹、整理一下、删掉旧的、重新格式化——你电脑上所有东西它都能帮你处理。

And I'm like, hey, go grab the files from here, sort them, relabel them this way, move them over to this folder, organize things, delete the old stuff, reformat stuff, and everything on my computer I'm able to work with.

我现在主要用Claude Cowork做这些事，但要是也能用上谷歌的工具，那就太棒了。

I do that all right now with Claude Cowork, but it's gonna be cool to be able to also use some Google tools as well for this.

如果你早就厌倦了Claude只能生成文字和代码，却没法做图片、音频、视频、音乐这些其他AI都能做的事，我推荐你试试aibox.ai。

If you were sick of Claude only being able to generate text and code and not being able to generate images, audio, video, music, and everything else that the other AI models can, I would love for you to try out aibox.ai?

这是我自己创办的创业项目。

This is my own startup.

你可以使用超过80个不同的模型，我们还开发了一个MCP，能直接把这些模型接入Claude。

You get access to over 80 different models, and we have an MCP that plugs them all straight into Claude.

这样你就能让Claude连接80多个模型，涵盖OpenAI、Gemini、Grok、11 Labs，还有大量强大的图像、音频和视频模型。

So you can use Claude, connect it to over 80 different models, everything from OpenAI to Gemini to Grok to 11 Labs, tons of cool image, audio, and video models.

所有这些都可以在aibox.ai上找到。

You can get them all on aibox.ai.

每月8美元，可以直接接入Claude使用。

It is $8 a month, and you can plug it straight into Claude.

好的。

Alright.

非常感谢你收听这个播客。

Thank you so much for tuning into the podcast.

简介里有aibox.ai的链接，我们下一期再见。

You get a link to aibox.ai in the description, and I'll catch you in the next episode.