今天探索阿特拉斯的关闭

OpenAI 在推出 Atlas 浏览器九个月后决定停用，并将相关功能整合进 ChatGPT、原生应用和 Chrome 扩展中。

OpenAI is shutting down their Atlas browser nine months after it launched, and they're folding the features into ChatGPT, into a native app, and into a Chrome app.

Meta 正在发布 MuseSpark 1.1，直接与 Claude 和 GPT 5.6 在编程能力上展开竞争。

Meta is launching MuseSpark 1.1, and this is directly competing with Claude and GPT 5.6 on coding.

Sunrun 将支付用户费用，让他们在家部署 AI 计算节点，把自家变成 AI 数据中心；同时，SK 海力士在美国完成了史上最大规模的外资上市，融资达 265 亿美元。

Sunrun is gonna pay customers to host AI compute nodes in their homes, so you can turn your home into an AI data center, and SK Hynix has raised $26,500,000,000 in the largest ever foreign IPO in The US market.

Fiji Simone 因长期患病，已辞去 OpenAI 应用负责人一职。

Fiji Simone is stepping down as OpenAI's application chief because of chronic illness.

昨天发生了一件让我特别意外的事。

The craziest thing just happened to me yesterday.

如果你听我的播客，应该知道过去几个月我一直在吐槽一些中国 AI 公司，但这次他们真把我打脸了。

If you listen to the podcast, you know that for the last couple months, I've been talking trash about a bunch of Chinese AI companies on my podcast, but they have finally proved me wrong.

昨天，我偶然发现了 aibox365.com，简直太有创意了。

So yesterday, I discovered the incredibly innovative aibox365.com.

我之前让 Claude 帮我做 SEO，问了它一大堆关于 aibox.ai 的优化技巧和策略，那是我自己的创业项目。

So essentially, I was getting Claude to do SEO for me, asking it, you know, a bunch of a bunch of different tips and strategies for aibox.ai in my own startups SEO.

它给我指出来了。

And it identified for me.

它说：注意，有个问题，另一家创业公司叫 aibox365.com。

It said, look, there's a red flag because there's another startup called aibox365.com.

它做的事儿跟你一模一样。

It does exactly what you do.

这是一家正经公司。

So it's a company.

他们直接注册了和我们一模一样的名字。

They went and they registered our exact name.

就是在后面加了‘365’。

They added three sixty five.

连我们的官网页面和定价都照搬过去了。

They cloned our landing page and our pricing.

价格完全一样，唯一的区别是，如果你在他们网站上点注册，根本不会直接帮你注册。

It's like the same pricing, but the only difference is if you click the sign up button on their website, it doesn't sign you up right there.

它实际上会把你重定向到另一个完全不同的网站，叫 aimirrhub.com，上面全是中文字符。

It actually redirects you to a completely different site called aimirrhub.com, and that one has a bunch of Chinese characters on it.

我觉得他们的网站大概是用谷歌自动从中文翻译成英文的。

I think their site is actually, like, translated from Chinese into English just automatically on Google.

你知道谷歌是怎么做这个的吗？

How you know how Google does that.

如果你看过《硅谷》这部剧，你就知道， basically 就是金阳那个场景——他推销的是 Uber，但其实是中文版的；说是 Airbnb，但也是中文版的。

If you've seen Silicon Valley, you know that it basically just got Jin Yang where, I mean, he he pitches, you know, Uber, but it's Chinese, Airbnb, but it's Chinese.

我们现在有 AI Box，但也是中文版的，其他一切都一样，只是链接指向了他们的网站，纯粹是蹭我们的 SEO 流量。

We now have AI Box, but it's Chinese, And everything else is the same except that it now points to their website, just basically poaching off of our SEO.

那我们怎么应对这个极其狡猾的中国竞争对手呢？

So how do we stack up against this incredibly innovative Chinese competitor?

我很自豪地说，就算他们照搬了我们的网站，我们的价格还是比他们更有优势。

Well, I'm proud to say that even with the ability to go and clone our site, we still beat them on pricing.

他们收费九美元。

They are $9.

我们是8.99美元，比他们便宜一分钱。

We're $8.99, so we're 1¢ cheaper.

他们的平台上有十个模型。

They have 10 models on their platform.

我们的平台上有八十多个不同的模型。

We have over 80 different models on our platform.

如果你在他们那儿买年费套餐，要109美元，而我们最便宜的年费只要86.99美元。

And if you go and get an annual subscription from them, it's a $109, where our cheapest annual subscription is $86.99.

所以在年费上，我们也赢了他们。

So we're beating them on annual pricing.

月费我们便宜一分钱，而且我们不会偷你的数据。

We're 1¢ cheaper on monthly, and we're not gonna steal your data.

除了我们有MCP之外，你还可以把任何图像、音频、视频模型直接接入Claude、ChatGPT或者你用的任何AI工具。

In addition to the fact that we have an MCP, you can take any of those image, audio, video models and stick them straight into Claude or ChatGPT or any AI tool you use.

其他所有AI工具也都能无缝集成进去。

You can get all the other AI tools built into it as well.

如果你感兴趣的话，已经有超过三千个团队在使用我们了。

So if you're interested, it's trusted by over 3,000 teams.

如果你想找所有AI工具集中在一起，千万别去那个中国仿冒竞品。

If you're looking for every AI model in one place, do not go to our Chinese knockoff competitor.

直接去 aibox.ai 就行。

Go to aibox.ai.

我会在节目笔记里放个链接。

I'll leave a link in the show notes.

OpenAI 要关闭 Atlas 了。

OpenAI is shutting down Atlas.

这是他们九个月前推出的浏览器，现在他们要把所有功能迁移到 Chrome 扩展里，同时还会升级 ChatGPT 的桌面应用。

This is a browser that they launched nine months ago, and they're moving all of the features from that into a Chrome extension, and they're also upgrading their ChatGPT desktop app instead.

这其实跟 Claude 已经做的很像了——他们的 Claude 应用里，把所有 Claude 编码、协作功能，甚至聊天都整合在一个应用里。

I mean, this is basically what Claude already has with the Claude app that has, like, all of their different Claude code and Claude co work and even the chat all inside of one app.

看来 OpenAI 也想走这条路，把功能整合起来。

It looks like OpenAI is trying to consolidate and do that same thing.

我今天还看到Claude推出了内置浏览器的功能，所以我不意外ChatGPT迟早也会在App里加个浏览器。

And I even saw Claude today launch the fact that they have a browser built into that, so I wouldn't be surprised if ChatGPT did something similar and had some sort of browser built in eventually to the ChatGPT app.

他们就是想把功能都整合起来。

They they wanna consolidate.

不想搞一堆不同的App。

They don't want multiple apps.

Claude也有Chrome扩展，看来OpenAI完全是照着Claude的路子在走。

And Claude also has a Chrome extension, and so it looks like OpenAI is basically following Claude's playbook.

这招确实很管用。

It's worked really well.

我平时既用Chrome扩展，也用桌面App，有时候它们还会互相配合，共享信息。

I use both the Chrome extension and, the app on my desktop, and sometimes they trap back and forth and and they use each other.

不过说到底，我觉得这才是正确的方向，OpenAI现在就是在模仿这个模式。

But, anyways, this is, I think, the way to go, and OpenAI is copying that.

新的ChatGPT Chrome扩展会直接跟Google的Gemini侧边栏竞争，我觉得它能帮你快速解答任何网页上的具体问题，直接分析页面内容。

The new ChatGP Chrome extension is gonna compete directly with Google's Gemini side panel, and I think it's gonna basically answer any questions that you have about a web, any specific web page so we can look at the content on that page.

它能同时处理多个任务。

It can handle multi tasks.

你根本不用离开浏览器。

You're not leaving the browser.

他们还在开发一个云端浏览器，所有操作都在自家服务器上运行，这样即使ChatGPT在帮你办事，你的桌面应用依然流畅不卡顿。

The other cool thing that they do is they're building a cloud browser, so it's gonna run on their own servers, and basically, it lets ChatGPT agents complete tasks for you while your desktop app is staying responsive.

这里其实有不少亮点。

Like, there's a couple different cool things here.

比如我很喜欢Claude Cowork，它能直接访问我电脑里的文件，或者Claude的Chrome扩展，甚至能控制我的屏幕操作。

One is like I love that Claude Cowork, for example, uses the files on my computer, or, you know, let's say Claude the the Claude Chrome extension, it can use and, like, take care take control of my screen.

但很多时候，我只是想让某件事自动完成，不希望它干扰我当前的屏幕或电脑操作。

But a lot of times, I just want something done, and I don't want it to mess up with my screen or what's happening on my computer.

我只想让它在后台悄悄处理。

I just want it to go happen in the back end.

看来OpenAI正是在朝这个方向努力。

So that looks like what OpenAI is building here.

但这为浏览器公司和Perplexity留下了空间，它们各自推出了原生AI浏览器，可能在未来掌握更多行业主导权。

But this is now leaving room for the browser company and for Perplexity that both have their own AI native browsers to potentially take more control of the industry.

Meta刚刚发布了MuseSpark 1.1。

Meta has just released MuseSpark 1.1.

这是一个编程模型，专为在企业软件中自动构建功能和管理流程而设计，完全无需人工干预。

This is a coding model, and it's designed to build features and manage workflows inside of enterprise software without any human intervention.

每百万输入token仅1.25美元，定价直接对标Claude Haiku 4.5和GPT 5.6 Luna。

At 1.25 per million input tokens, it's basically priced directly to compete with Claude Haiku 4.5 and GPT 5.6 Luna.

所以这些算是目前主流的低价编程模型。

So these are kind of the dominant cheap coding models.

它并不是最顶尖的。

So it's not, you know, the best.

它的目标就是跟那些低价编程模型竞争。

It's basically trying to compete with the cheap coding models.

我特别欣赏的是，马克·扎克伯格打破了三年来在X平台上的沉默，专门来推广这个产品。

The thing that I love about this is that Mark Zuckerberg has broken his three year silence on X to promote this.

这是他自2023年7月以来的首条动态，那时候我记得Threads刚上线。

This is his first post since July 2023, back when I think Threads dropped.

而Threads刚推出时，挺讽刺的，他当时发帖说Threads是在模仿X。

And when Threads dropped, it's kinda funny because he was making a post about Threads and it was, you know, cloning X.

他具体提到的是：今天我们发布了MuseSpark 1.1，一款性能强劲、价格极低的智能代理编码模型。

Specifically, what he said about this, he said, today we're releasing MuseSpark 1.1, a strong agentic encoding model at a very low price.

它现在可以通过我们的新Meta模型API和Meta API使用。

It's available through our new meta model API and meta API.

MuseSpark 1.1在智能代理能力、工具使用和电脑操作方面表现最强。

MuseSpark 1.1 is the strongest at agentic performance, tool use, and computer use.

它在百万token的长上下文任务中表现优异，能将任务分派给并行运行的子代理，并且经过训练，可以操作桌面、移动端和浏览器的界面。

It does well on long running tasks with a million token context window and can delegate execution to sub agents running in parallel and is trained to use computer interfaces on desktop, mobile, and browser.

Meta模型API让开发者能够基于MuseSpark进行开发。

The Meta Model API allows developers to build using MuseSpark.

这次，我们首次把重点放在以极低的成本提供强大、智能、多模态的模型上。

For the first time, our focus is on delivering strong, agentic, and multimodal models at a very low cost.

更多消息很快就会出来。

More to come soon.

说实话，我挺兴奋的，没想到马克·扎克伯格又开始发帖了，而且我觉得这个模型确实不错。

Honestly, I'm pretty stoked, that we're getting Mark Zuckerberg tweeting again, but also I think this is a good model.

我很期待看看他们会怎么用这个技术，很多人也注意到，光是从网络流量来看，Meta就在疯狂抓取数据。

I'm excited to see what they do with this, and a lot of people have been pointing out that, like, just from Internet traffic, Meta is scraping like crazy.

他们明显在搞一些大动作。

They're they're obviously building some big things.

虽然还不知道具体是什么，但我很高兴又多了一个竞争对手。

We don't know exactly what, but I'm excited to have another competitor in the ring.

有一家公司叫Sunrun，付钱给客户，让他们在家里安装AI计算设备，相当于在自家搞了个小型数据中心。

A company called Sunrun is paying customers to host AI compute hardware in their homes, aka little mini data centers at your house.

他们想把AI的计算负载分散到一百一十万套家用太阳能和电池系统上，而不是建大型数据中心。

They're trying to basically spread the AI workload across 1,100,000 residential solar and battery systems instead of building massive data centers.

现在有几件挺有意思的事。

There's a couple interesting things right now.

其中一个好处是，它避开了一个大问题：百分之七十的美国人反对新建数据中心。

One of them, I think it basically gets them around a huge problem, is that 70% of Americans oppose new data center construction.

他们担心污染、噪音，还有电力消耗。

You know, they're worried about, like, pollution and noise and power drain.

现在还有很多相关的政治运动在兴起。

There's also a ton of like political campaigns going up.

有人指控中国资助了这些不同的运动。

Some people have accused China of funding a lot of these different campaigns.

凯文·奥利里说，在很多情况下确实如此。

Kevin O'Leary said that's the case in many instances.

所以，如果能直接跳过审批这一步就好了——我看到过一个数据，说有四到六成的数据中心项目在地方层面根本通不过，就是因为民众反对之类的。

So being able to just, you know, not have to worry about getting one of these things approved because I saw a stat that it was like 40 to 60% of all data center projects don't get approved on the local level because of, you know, people pushing back or whatever.

如果你能直接面向消费者，让每家每户都在自家旁边放个小型数据中心，我已经看到有人提出，比如你家能免费用电，还有其他各种好处。

So if you could just go directly to consumers and if everyone had a little mini data center on their side of their house, I've seen people, you know, float like, hey, you get free electricity and other different benefits to it.

如果真能这样，我敢说，肯定有大量美国人愿意为了免费用电，同意在自家旁边 hosting 一个数据中心，这样一来，那些繁琐的监管问题也就迎刃而解了。

So if that was the case, I guarantee tons of Americans would sign up for free electricity to host a data center on the side of their house, and then you wouldn't have any of this kind of regulatory burden as well.

Sunrun已经完成了概念验证试点，计划在未来几个月内将计算能力转售给Anthropic和OpenAI这样的AI公司。

Sunrun has completed a proof of concept pilot, and they're planning to resell the compute capacity to AI companies like Anthropic and OpenAI within the coming months.

这些家用节点，也就是所谓的微型数据中心，主要依靠屋顶太阳能和电池供电。

Home based nodes, like these little mini, quote unquote, data centers, will essentially run partly on rooftop solar and also batteries.

这样一来，相比单个占地庞大的数据中心动辄消耗数百兆瓦电力，它们对电网的依赖会小得多。

And then they're gonna basically reduce grid draw compared to a single warehouse scale facility, which is drawing hundreds of megawatts.

我觉得，这种想法正是很多人在讨论‘分布式数据中心’时所提到的。

And I think this is kind of the concept that a lot of people have talked about with billions data centers.

特朗普也多次提到过这个想法，他说：

Trump has talked about it a lot saying, hey.

你看，

Look.

如果你要建数据中心，就应该在旁边建自己的发电设施—— basically就是建议人们自己搞燃气、电力、太阳能、风能，想怎么搞都行。

If you're building the data centers, you should go and build, like, your own energy generation plant next to it, basically telling people they should build their own gas, electric, solar, wind, whatever you want.

发电能力应该直接整合进数据中心，而不是从电网里拉电。

Like, energy generation should be built into these so that it's not pulling off of the grid.

如果照现在这种方式操作，他们会自带电池和太阳能设备，这样反而会为电网增加供给，而不是从中取用。

And if you do this, the way that they're they're doing this now, they're gonna bring their own batteries, solar, and it would just basically increase what the what is on the grid and not take from it.

目前很多顶尖的AI实验室都在争抢这些数据中心的项目。

A lot of the top AI labs are trying to get these data center deals.

现在简直就是一场土地争夺战。

It's basically a land grab right now.

Anthropic刚签下了肯塔基州一项长达二十年的租赁协议，但审批许可成了巨大瓶颈，事情还没最终敲定。

And Anthropic just signed a twenty year Kentucky facility lease, but the permits are a huge bottleneck, and it hasn't actually solidified yet.

SK海力士，我最近在播客里频繁提到他们，刚刚融资了265亿美元。

SK Hynix, I've been talking about them a ton on the podcast lately, have just raised $26,500,000,000.

这是美国历史上规模最大的外国企业IPO。

This is the largest ever foreign IPO that's happened in The United States.

我之前就一直在聊这件事，有意思的是，他们居然打破了阿里巴巴2014年的纪录，华尔街对这家芯片制造商的追捧异常激烈，因为他们生产的是高带宽内存，正是NVIDIA和AMDAI加速器的核心组件。

I've been talking about this as it's been coming up, but the thing that's interesting is that they actually beat Alibaba's 20 or 14 record, and Wall Street is bidding really aggressively for exposure to this one particular chipmaker because they make high bandwidth memory, which basically powers NVIDIA's AI accelerators and and AMD's as well.

有意思的是，全球能生产这种高带宽内存的公司，目前只有三家。

And what's interesting is there's only three players that make this particular high bandwidth memory.

三星是其中之一，SK海力士是另一个，还有一个叫美光。

Samsung is one of them, SK Hynix is another, and there's one called Micron.

我记得他们总部在爱达荷州。

I believe they're based in Idaho.

全世界就这三家公司在做这种产品。

But there's only three of these companies in the world.

它们的股价简直一路飙升。

Their stock prices have absolutely been soaring.

这些公司正在疯狂融资，赚得盆满钵满。

The companies are raising and making tons of money.

这数字简直让人瞠目结舌。

It's absolutely eye watering.

所以现在，它们决定上市，趁势套现。

And so right now, they've decided that they're gonna go public and capitalize on this.

它们以每股149美元的价格，卖出了大约1.779亿股，差不多1.78亿股。

They sold 1.779 so a 177, basically, or a 178,000,000 shares at a $149 each.

定价比他们在韩国的平均价高出2.7%，而市场需求是供应量的七倍多。

It was priced 2.7% above their their South Korean average, and there is demand for more than seven times the available supply.

股票开盘价比IPO价格高出14%。

The stock opened 14% above the IPO price.

周五的股票代码是SK H H Y V。

Friday, the ticker is SK H H Y V.

到了周一，正式开始常规交易，代码改为SK H Y。

It then started doing regular trading on Monday and under SK H Y.

美国商务部长霍华德·莱特尼克表示，他已经在和SK海力士、三星谈判，推动它们在美国新建芯片工厂。

US commerce secretary Howard Letnick said that he's already negotiating with SK Hynix and Samsung to both build new chip factories in The United States.

我们已经在爱达荷州有一家了，或者说有一家公司总部在那儿，但我们也想把其他所有公司都吸引过来。

We already have one in Idaho, but, you know, or one company that's based in Idaho, but we wanna bring everyone else in as well.

我觉得这清楚表明，即使AI基础设施不在美国、不是美国公司打造的，美国市场对它的需求依然非常旺盛。

I think basically this just shows that in The United States, there's a ton of appetite for AI infrastructure even if it's not in The US, even if it's not based in The United States.

说白了，投资这次IPO，其实就是投资韩国的硬件公司，这本身也没什么不好。

Like, I mean, essentially by investing in this IPO, you're investing in hardware companies based in Korea, which isn't a bad thing.

现在华盛顿正想重建国内的内存制造能力，但过去二三十年里，这些产能几乎都被放弃了。

Washington right now wants to rebuild a lot of the domestic memory manufacturing, which all of it has kind of been abandoned, like, year you know, in the last ten or twenty years.

美光公司随即承诺投入2500亿美元在美国进行投资。

Micron fired back with a $250,000,000,000 US investment pledge.

这其中很大一部分原因，我觉得是联邦补贴和人才储备。

A big part of this, I think, is federal subsidies and talent.

菲吉·西蒙即将辞去OpenAI二号高管的职位，她在三个月的医疗休假后，将转为兼职顾问。

Fiji Simone is stepping down as OpenAI's number two executive, and she is moving to part time adviser after a three month medical leave.

自去年五月以来，她一直负责整合产品和多项业务运营，但后来慢性病严重复发，迫使她把康复放在首位，甚至推迟了明年OpenAI的上市计划。

So she had consolidated products and a lot of business operations under her since May of last year, but she had a really severe relapse of a chronic illness, and that led her to prioritize recovery ahead of OpenAI's IPO that's happening next year.

她被诊断出患有POTS，而格雷格·布罗克曼可能会接手她大部分职责。

She was diagnosed with POTS, and Greg Brockman, I think, is gonna take over a lot of her responsibilities.

我之所以提这个，是因为我知道，这种话题突然放在播客结尾，听起来有点突兀。

The reason I wanted to bring this up, because I know this is sort of just like a random thing to throw on the end of a a podcast.

她是OpenAI的二号人物没错，但我想说的是，人生短暂。

I mean, it is the number two person at OpenAI, but my point being, life is short.

人工智能领域的一切，市场的动态，还有这些技术，确实让人兴奋又感兴趣，但归根结底，没有什么比照顾好自己、家人和健康更重要。

All of this in AI, everything happening in the markets, all of this, you know, technology, it's super exciting and interesting, but at the end of the day, nothing is more important than taking care of yourself, your family, your health.

比人工智能和科技更重要的事情多着呢。

There are much bigger things than AI and technology.

虽然我们每天都在聊这些，但我觉得她显然也意识到，人生真的很短暂。

Even though this is what we talk about every day, I I think she obviously realized that life is short.

我真的衷心祝愿她早日康复，也祝愿所有正在与病痛抗争的人早日好起来。

I'm really, you know, praying for a speedy recovery for her and for anyone that is suffering from illness.

好了，各位。

Alright, guys.

非常感谢你们收听这个播客。

Thank you so much for tuning in to the podcast.

如果喜欢这期节目，记得去访问真正的 aibox.ai，别搞错了，那个在中国的网站是假的。

If you enjoyed this episode, make sure to go check out the real aibox.ai, not, the fake one that is based in China.

另外，别忘了给个评价。

And, also, make sure to leave a review.

如果你还没给这个播客留过评价，真的会大大帮到这个节目。

If you haven't left a review already on the podcast, it helps the show out so much.

我由衷地感谢你们，希望你们今天剩下的时间都过得愉快。

I am eternally grateful, and I hope you guys all have a great rest of your day.