AI Space - 隐藏的机会:Anthropic 上市与英伟达 封面

隐藏的机会:Anthropic 上市与英伟达

Hidden Opportunities: Anthropic IPO and Nvidia

本集简介

在本期节目中,我们探讨了Anthropic首次公开募股(IPO)背后的隐藏机遇。此外,我们还关注了英伟达在数据中心领域的巨额投资。 章节 00:00 市场估值与首次公开募股 00:30 英伟达的AI数据中心计划 00:54 创新内容保护 03:01 Thrive Holdings的战略 04:15 AI在医疗领域的应用 节目链接 通过Fiund.com授权您的数据 以8.99美元的价格获取80多个顶级AI模型:AI Box ⁠⁠https://aibox.ai 我如何利用AI增长和扩展业务:https://www.skool.com/aihustle 订阅AI聊天每日通讯:https://www.aichatdaily.com/newsletter 查看隐私政策:https://art19.com/privacy 以及加州隐私通知:https://art19.com/privacy#do-not-sell-my-info

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知情人士透露,Anthropic 正寻求以两万亿美元的估值进行IPO,这将是史上规模最大的一次。

Insiders say that Anthropic is eyeing a $2,000,000,000,000 valuation for their IPO, the biggest ever recorded.

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英伟达将为五千亿美元的人工智能数据中心提供资金支持,这些投资将由GPU的转售价值来担保。

Nvidia is going to backstop $500,000,000,000 in AI data centers, which will be guaranteed by GPU resale values.

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ShieldFont 打算通过替换文本中的词语来毒害AI抓取工具,这些替换人类看不见,但AI模型能识别。

ShieldFont is going to poison AI scrapers by swapping words inside of the text that humans can't see, but the AI models will.

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Lovable 以一百三十三亿美元的估值筹集了四亿美元。

Lovable has raised $400,000,000 at a $13,300,000,000 valuation.

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他们的年度经常性收入已经翻了三倍。

Their annual recurring revenue has tripled.

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Thrive Holdings 以一百二十亿美元的估值筹集了二十亿美元。

Thrive Holdings has raised $2,000,000,000 at a $12,000,000,000 valuation.

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他们基本上会收购公司,然后把OpenAI整合进去。

They're gonna be essentially buying companies and injecting OpenAI inside of them.

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AI模型正在早期识别脂肪肝疾病,目前全球约30%的成年人受到这种状况的影响。

AI models are flagging fatty liver disease early as conditions are hitting about thirty percent of adults worldwide.

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如果你用过Claude,想生成图片、音频或视频,却发现它做不到,那我很推荐你试试AI Box MCP。

If you've ever been working with Claude and needed to generate images, audio, or video and been frustrated that it can't, I'd love for you to check out the AI Box MCP.

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简单来说,它是一个连接器,能连接80多种不同的AI模型——都是你熟悉的主流模型,肯定有不少你已经订阅了——然后把它们全部整合到Claude里。

Basically, it's a connector that connects over 80 different AI models, all the top AI models you're used to using, undoubtedly a bunch of them you already subscribed to, and pulls them all inside of Claude.

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比如我用Claude做Facebook广告图的时候,就直接说“用AI Box MCP生成一张图片”,然后输入我平时用的图片提示词就行了。

So when I'm using Claude and I'm trying to generate new images for Facebook ads, for example, I just say use the AI Box MCP to generate an image of, and I just put in the normal image prompt I would use anywhere.

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你甚至可以在Claude里创建定时任务,调用AI Box MCP的功能,自动拉取图片、音频和视频。

You can even create scheduled tasks inside of Claude that draw on the abilities of the AI Box MCP, and it can automatically pull an image, audio, and video.

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说实话,感觉挺神奇的,因为在Claude里——我本来不习惯看到生成图片——现在居然能看到图片了。

It feels magical if I'm being honest because in Claude, which I'm not used to seeing images generated, I'm seeing images.

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这些图片会直接显示在聊天窗口或侧边栏里,你可以一目了然地看到所有内容。

They're pulled straight into the chat or the side panel, and you can visually see them all there.

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如果你想试试,链接在描述里,就是AI Box MCP。

So if you wanna give it a try, it is linked in the description, the AI Box mcp.

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网址是aibox.ai/mcp。

It is aibox.ai/mcp.

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在聊几个故事之前,我想先说说今天其他几条新闻。

Before we get into a couple of the stories, I wanted to talk about a few other headlines today.

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最近新闻实在太多了,我不想做一个小时的播客,但有些更新还是想跟大家分享一下。

There's just so much news, and I didn't want to build, you know, an hour long podcast episode, but I wanted to give you guys a couple updates.

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一个是Uber和小马智行要在欧洲部署大约2000辆无人驾驶出租车,这真的很疯狂。

One is that Uber and Pony AI, they're gonna deploy about 2,000 robotaxis inside of Europe, which is really wild.

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谷歌打算让AI生成的图片、视频、音频上的可见水印变成可选的。

Google is gonna make the visible watermarks on their AI images, video, audio optional.

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谢天谢地。

Thank freaking goodness.

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我一直在抱怨这事儿,其实几个月前我采访Logan Kilpatrick的时候还问过他。

I have been complaining, and in fact, I had Logan Kilpatrick on a podcast a few months ago, and I asked him about that.

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我说,老兄,谷歌什么时候才能去掉那个水印啊?如果你用过Nano Banana就知道了。

I'm like, man, when is Google gonna get rid of if you've ever used, like, Nano Banana?

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Nano Banana里的图片上一直有个水印。

There is a watermark on the images inside of Nano Banana.

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这特别烦人,因为不裁剪掉或者不用其他AI工具比如ChatGPT去移除的话,这些图片基本没法用。

It's super annoying because you can't really use them for anything without trying to crop them out or using another AI tool to go and remove that, like, ChatGPT.

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所以感觉不裁剪一下的话,实用性真的很差。

So it just was it felt very not super usable without cropping stuff.

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所以很高兴现在终于有这种可能了。

So happy that that's gonna be a possibility.

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Databricks刚刚以1900亿美元的估值筹集了50亿美元。

Databricks has just raised $5,000,000,000 at a $190,000,000,000 valuation.

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最后,Cognition正在洽谈以400亿美元的估值进行融资,而就在几个月前,他们刚刚完成了260亿美元的估值轮。

And finally, Cognition is in talks to raise $40,000,000,000 valuation just months after their $26,000,000,000 valuation round.

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好的。

Okay.

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我们来聊聊Thrive Holdings的情况,因为这家公司真的很有意思,我觉得它的策略可能是未来更多私募股权公司会采用的模式。

Let's talk about what's going on with Thrive Holdings because this is a really interesting company, and I think the strategy is something we might see with more PE, moving forward in the future.

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Thrive Holdings是一家收购传统服务型企业,然后用AI对其进行改造的公司。

So Thrive Holdings is a company that buys traditional service businesses and then it rebuilds them around AI.

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他们刚刚以120亿美元的估值融资了20亿美元。

They just raised $2,000,000,000 at a $12,000,000,000 valuation.

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这笔钱是从软银和其他一些投资者那里筹集的,但他们现在拥有超过70家不同的会计和IT公司,并且正在开设第三个部门,专注于基础设施许可和合规工作。

They raised the money from SoftBank and a bunch of other investors, but they now own over 70 different accounting and IT companies, and they're opening a third division which is focused on infrastructure permitting and compliance work.

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CurrentTaxAI处理了超过7000份纳税申报表,准确率达到了98%,并且在使用它的不同公司中,将税务准备时间缩短了30%以上。

CurrentTaxAI processed over 7,000 tax returns, and it did it with a 98% accuracy, and it cut tax prep time by more than 30% at the different firms that were using it.

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Shield AI的工具将IT帮助台的解决速度提高了36倍,并在上个月将定制AI代理的部署量翻了一番。

Shield AI's tools sped up IT help desk resolutions by 36 x and then doubled custom AI agent deployments, in the last month.

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而OpenAI在2025年12月获得了股权,并直接将员工派驻到投资组合公司,以帮助加速AI的推广。

And OpenAI took an ownership stake in December 2025, and they embed staff directly into portfolio companies to help accelerate the AI rollout.

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所以我觉得这很有意思,因为他们正在与IT公司合作,也在与税务公司合作。

So I think this is interesting because they're, you know, they're working with IT companies, they're working with tax companies.

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我是说,像98%这样的准确率显然令人印象深刻,所以你可以看到其中有很多价值。

I mean, something like a 98% accuracy is obviously impressive, so you can see there's a lot of value there.

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但同样让我感兴趣的是,OpenAI在这家公司中获得了实际的股权,并且他们派驻了自己的员工来努力推动这件事。

But it's also interesting to me that OpenAI took a literal ownership stake in this, and they're embedding their own staff to to try to make this work.

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所以这已经不只是OpenAI说一句‘嘿’那么简单了。

So it's it's beyond just OpenAI saying, hey.

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你看。

Look.

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他们不只是说要做出适合AI或税务公司用的AI。

We're gonna make AI that works great for AI or for tax companies.

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通过持股,他们实际上变成了税务公司,这让我觉得特别有意思。

By taking an ownership stake, like, they're becoming a tax company, which is really fascinating to me.

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特别是Thrive这家公司,它认为AI在商业中的真正瓶颈不仅仅是技术本身。

Thrive, in particular, this company is betting that the real bottleneck for AI in business isn't just the technology.

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真正的难点在于落地实施。

It's actually getting implemented.

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我们已经看到不少这样的AI实施公司了。

And we've seen a bunch of these AI implementation companies.

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这不是OpenAI合作的唯一一家,Anthropic也在和一些公司合作,通常他们会跟大型投资机构联手,成立这类公司。

This isn't the only one that OpenAI is working with, and Anthropic is also working with some that's usually they'll kind of go with some big investment firms and create these.

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但他们不是只把软件卖给这些服务公司,而是直接收购整个服务公司,这样就能完全享受到AI带来的效率提升红利。

But by owning entire service firms rather than just selling the software to them, they're capturing the full benefit of the productivity gains that AI can roll out.

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说实话,这也不是什么特别革命性的做法。

And I mean, this isn't anything super revolutionary.

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你想啊,私募基金经常会在同一个领域收购一家或多家公司,然后把后台业务整合起来。

If you think about it, private equity firms oftentimes will go buy a company or a bunch of companies in the same space, and then they'll consolidate some of the back office.

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这样一来,他们就能裁掉不少员工,让公司变得更赚钱。

They'll they'll be able to cut a bunch of staff because of this, and they'll make the companies more profitable because of it.

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所以现在只是多了一个新元素,就是用AI来做这件事,但本质上还是他们用了很久的那套老办法。

So this is just a new element to it where we're using AI to do that, but it's it's really the same, playbook that they've been doing for a very long time.

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Lovable这家公司总部在瑞典,它是一个平台。

Lovable, which is based in Sweden, is a platform.

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如果你还没听说过的话——我在节目里提过很多次了,所以我猜你应该知道。

If you haven't heard it already, it it turns I've talked about it a ton on the show, so I would assume you have.

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这不是我目前正在用的公司。

It's not a company I'm actively using right now.

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但基本上,如果你想建一个网页应用、网站或者工具,用它起步特别简单。

But, basically, if you wanna build a web app or or some sort of website or tool, it's a really easy way to get started with that.

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现在的话,我建议直接用Klon Cowork或者ChatGPT Work,因为它们也能做很多类似的事情。

Today, I would just say go use, Klon Cowork or chat g chat GPT Work, because they can do a lot of the same stuff.

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不过Lovable刚刚融了4亿美元,估值达到了133亿美元。

But Lovable just raised $400,000,000 at a $13,300,000,000 valuation.

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他们的年经常性收入差不多翻了三倍。

Their ARR has about tripled.

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所以用户量非常庞大。

So their user base is massive.

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现在在Lovable上搭建的项目,八个月内从2500万个跳到了6000万个,这些应用的月访问量也翻了四倍,达到了9亿次。

Projects built on Lovable right now jumped from about 25,000,000 to 60,000,000 in eight months, and monthly visits to those apps, quadrupled to about 900,000,000.

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所以不只是Lovable本身的访问量,而是基于它搭建的应用产生了9亿次访问,这真的太疯狂了。

So not not, you know, just visits exclusively to Lovable, but the apps that are built on Lovable are generating about 900,000,000 visits, which is absolutely wild.

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就像我刚才说的,他们的年收入在八个月内翻了三倍。

So their annual revenue, like I mentioned, tripled, and that's just over eight months.

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所以,这家公司的发展速度真是快得惊人。

So, I mean, this is a company that is growing incredibly fast.

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Lovable没有透露具体的年收入数字,但他们说,嘿,翻了三倍。

Lovable didn't say exactly what their annual revenue number was, but they're like, look, it tripled.

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所以在知道确切数字之前,我不会太看重这个说法。

So I'm not gonna put as much stock in that until I know the actual number.

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这轮融资由Menlo Ventures领投。

Menlo Ventures led this particular round.

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上一轮也是他们领投的,所以我觉得他们对这家公司、对它的业绩指标非常看好,认为它增长势头强劲,即使有些数据没完全公开。

They also led the previous one, so I think that they're very bullish on the company, on the metrics, and they think that it's got some strong growth numbers, even if they're not telling them all to us.

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Lovable现在特别加强了安全检查功能。

Lovable in particular now handles security checks.

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他们会引导用户做出更安全的选择。

They prompt users towards making safer decisions.

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所以如果你是非技术人员——基本上用Lovable的都是这类人——你可以快速发布产品,而且不用担心安全问题。

So if you're nontechnical, which is basically everyone using Lovable, you can ship stuff really fast and you're not really worried about the security angle.

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而且我用Lovable的时候,说实话,对我来说它就像是进入vibe coding的入门药。

And when I was using Lovable, because honestly Lovable to me was a gateway drug into vibe coding.

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我不算是个技术型创始人,Lovable是我开始自己搭建应用、自己写代码的起点。

I'm not a I wouldn't have considered myself a technical founder, and Lovable is how I got started building apps by myself and kind of coding stuff.

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它帮你搞定后端、Google登录、Stripe支付链接,这些它都帮你做了,用起来挺简单的。

It does like your backend, it does like your login with Google, it does, you know, links to your Stripe payment, so it does a lot of this stuff for you and it makes it pretty simple.

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我得说,如果你愿意花一两天时间,完全可以脱离Lovable,直接用Claude Cowork或者Claude或者ChatGPT Work从零开始搭建。你只需要注册一个Vercel账号、一个GitHub账号,再注册一个Supabase账号。

I'll say if you're willing to invest like one or two days, you can get off of Lovable completely and just build it from scratch with something like Claude Cowork or Claude or ChatGPT Work, and using that, all you need to do is set up a Vercel account, a GitHub account, and you need to make a Supabase account.

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所以,如果你在这三个网站上注册了账号,就可以让ChatGPT Work或者Claude Cowork去获取API或MCP,把它们接入工具,然后它们就能帮你构建一切,处理所有事情。

So if you make accounts on those three websites, you can get chat gpt work or Claude Cowork to, go get an API or an MCP, link them into, into their tools, and they can just build everything and work on everything for you.

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所以,如果你想花几天时间,我会建议这么做。

So if you if you wanna spend a couple days, that's how I would do it.

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不然的话,也可以用Level。

Otherwise, can go with Level.

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说实话,我对Level唯一的不满——虽然他们确实赚得盆满钵满——就是它太贵了,而我当时用得特别多。

My only downside with Level, if I'm being honest, which obviously they're they're making an insane amount of money, is it was pretty expensive, and so I was just doing so much.

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你要知道的是,Claude和ChatGPT都有20美元、100美元和200美元的不同档次,而且所有这些档次,token都是补贴的,特别是如果你用的是每月200美元的套餐。

And what you gotta appreciate is that Claude and ChatGP both have like $20, $100, and $200 tiers, and all of those tiers, the tokens are subsidized, especially if you're doing like a $200 a month tier.

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你可以做大量的开发,大量的编程工作,花200美元就能得到价值几千美元的编程服务。

You can get a ton of building, a ton of coding done, and you get like thousands of dollars worth of coding for $200.

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如果你用Lovable,它完全是基于API的,所以你得付那几千美元,我之前就是这样。

If you're using Lovable, it's all API based, and so you're gonna have to pay the thousands of dollars, which I was.

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我用Lovable的时候,有一次一个月花了2000美元买积分,我就想,好吧,我得找个更便宜的方法,然后我就转到了Cloud。

When I was using Lovable and I was, you know, once I think I spent $2,000 in a month on credits, was like, okay, I need to figure out a cheaper way to do this, and that's when I moved to Cloud.

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不过在那里,你确实能做出非常棒、非常酷的东西。

And but you can build really impressive and and really cool stuff there.

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英伟达正在支持一个5000亿美元的数据中心融资交易,合作方包括Apollo、贝莱德、黑石、布鲁克菲尔德、高盛和KKR,他们保证如果GPU使用出现问题,将承担25%的损失,而且他们用GPU作为任何价值损失的抵押品。

Nvidia is backing a $500,000,000,000 data center financing deal with Apollo, BlackRock, Blackstone, Brookfield, Goldman Sachs, and KKR, and they are guaranteeing to cover 25% of any losses if the GPUs use, and and they're using the GPUs as collateral for any sort of loss in value.

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这基本上让那六家公司能够为大规模AI基础设施建设提供资金,而英伟达将获得一个销售数十亿美元GPU的渠道。

So that basically is letting those six different companies fund massive AI infrastructure build outs, and Nvidia is going to gain a channel to sell billions in GPU sales.

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他们不会用自己的现金来干这个。

They're not gonna use their own cash for it.

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他们只是充当一个兜底的角色,但他们会从中赚得盆满钵满。

They're just kind of like a backstop on it, but they're gonna get they're gonna make a ton of money from this.

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这很有意思,因为英伟达今年夏天就承诺了大约7500亿美元用于这类交易。

This makes this is really interesting because Nvidia has committed about $750,000,000,000 in these type of deals just this summer.

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他们与OpenAI、Anthropic、CoreWeave以及彭博社早些时候报道的其他一些AI公司都有合作。

They have deals with OpenAI, Anthropic, CoreWeave, and a bunch of other AI companies that Bloomberg was kind of reporting on this earlier.

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但这种担保实际上制造了一种所谓的“反向风险”。

But the guarantee basically creates a quote, unquote wrong way risk.

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也就是说,当GPU需求可能疲软、英伟达自身收入放缓时,英伟达的支付义务反而会变得最大。

So Nvidia's obligation to pay grows biggest exactly when GPU demand might get weak, and Nvidia's own revenue would slow.

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所以这其实是个挺危险的时刻。

So that's kind of a dangerous, moment.

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对吧?

Right?

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他们就像在说,嘿,你看。

They're like, hey, look.

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就是说,万一出什么岔子市场崩盘了,我们会兜底。

Like, if for some reason everything crashes, like, we'll backstop you.

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但要是真崩盘了,没人买显卡,英伟达想兜底也会力不从心。

But, like, if everything's crashing and no one's buying the GPUs, Nvidia, like, their ability to backstop them is gonna be definitely strained.

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所以这局面挺棘手的。

So it's a tricky moment.

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微软CEO萨蒂亚最近推荐了一本书,讲的是铁路时代的金融工程,最后以崩溃收场。

The CEO of Microsoft, Satya recently recommended a book about railroad era financial engineering, that ended in collapse.

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所以,你知道的,可能还有其他人在关注这件事,心想:嘿。

And so, you know, potentially there's other people that are kind of looking at this and and saying, hey.

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也许在基础设施支出方面,这有点像当年铁路行业发生的情况,而且现在确实存在一些危险信号。

Maybe this is kinda like what happened to the railroad as far as infrastructure spending goes and saying that there are some dangerous things happening.

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但不管怎样,如果英伟达的残值担保机制能顺利运行,它可能会催生出一个流动性很强的二手旧款GPU芯片市场,这样初创企业和小型公司就能买到一些上一代或更早的硬件了。

But in any case, if Nvidia's residual value guarantee works, it could create a kind of a a really liquid secondhand market for older GPU chips, that and would let startups and smaller companies buy some of the older generations of hardware.

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这样一来成本会低很多,不用总是非得买最新款的设备。

It would be a lot cheaper instead of just always having to buy the newest stuff.

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但这也要建立在GPU需求非常强劲的基础上。

But, that also assumes that GPU demand is gonna be really strong.

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对吧?

Right?

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所以我觉得英伟达是想通过给这些大公司兜底,让他们去建新设施,来确保需求强劲,然后旧的设备对其他人来说仍然有价值。

And so I think Nvidia is trying to, like, ensure it's strong by backstopping these big firms to go build out all the new stuff, and then the old stuff is still gonna be valuable to other people.

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但你知道,一旦出什么问题,英伟达要承担的责任会非常大。

But, you know, Nvidia's liability is going to be massive in in the case of anything going wrong.

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好的。

Okay.

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这个故事挺有意思的。

This is an interesting story.

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它叫ShieldFont,简单来说就是通过替换不同的词语来毒化AI爬虫。

It's called ShieldFont, and basically what it does is it poisons AI scrapers by swapping out different words.

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在HTML里,当爬虫抓取你的网站或博客时,它会显示随机混入的词语。

So in the HTML, when a scraper is going and scraping your website or your blog, it's going to show random words, mixed in there.

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人类是看不出来的,但在HTML里,它会把内容搞得一团糟。

And to a human, you wouldn't be able to see it, but in the HTML, it's gonna mess it all up.

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所以人类读者访问你的网站时,

And so human readers go to your site.

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他们能正常获取所有内容。

They get everything they want.

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但如果AI模型试图抓取,它就会得到一堆乱七八糟的文本,进而破坏它们的大语言模型生成高质量内容的能力。

But if an AI model's trying to scrape it, it's gonna get really jumbled up text, and it's gonna mess up their LLMs for, you know, producing high quality content.

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他们实际测试了六大主流AI抓取管道,结果超过90%使用了ShieldFont的页面都被抓取工具的质量过滤器拒绝了。

So they actually tested it against six major AI scraping pipelines, and over 90% of pages that were using Shield font were rejected by the scrapers' quality filters.

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所以基本上,这是一种技术防御手段,用来阻止AI模型未经授权就抓取你的数据进行训练。

So basically, it's going to be, it's a technical defense against AI models coming and trying to train on your your data without being authorized to do it.

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说实话,我很喜欢这个创意。

I love this concept, if I'm being honest.

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当然,我非常看好AI,我觉得应该加速AI发展,我是非常支持这个方向的。

And of course, I'm very bullish on AI, and I think like, you know, accelerate AI, and I'm, like, very pro that.

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但与此同时,我觉得这些AI模型应该给人们补偿,而人们也会采取措施来确保这一点。

But at the same time, I think these AI models need to compensate people, and people take measures to ensure that that happens.

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我对此感到非常兴奋。

I'm thrilled by it.

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就拿这个播客来说,我已经把我的播客音频授权给了不同的AI模型,它们会训练模型学习人们说话的方式。

One thing that I've done is with even, like, this podcast, I've licensed my podcast audio to different AI models that train, they train models on, you know, just how people talk.

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所以这是通用目的,而不是克隆我的声音之类的。

So it's general purpose and not like cloning my voice or anything.

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这对我来说是一个很棒的收入来源。

And it's it's been an awesome revenue source for me.

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虽然有点随机,但实际上能赚很多钱,我也看到很多其他人用音频、视频、音乐在做同样的事情。

It's kind of random, but it actually makes a ton of money, I've and seen a lot of other people doing this with audio, with video, with music.

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顺便说一句,如果你对此感兴趣,并且有一些数据集,可以访问我的网站 fiund.com。

And by the way, if you're interested in doing that and you have some sort of dataset, go to my website, fiund.com.

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我会在描述里留下链接。

I'll leave a link in the description.

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网址是fiund.com,如果你感兴趣的话,我会告诉你你的播客、YouTube频道或者任何数据集大概值多少钱。

It's fiund.com, where I will give you I'll I'll let you know what your podcast or your YouTube channel or or whatever your dataset might be worth if you're interested in that.

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是的。

But yeah.

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所以我喜欢这个,我觉得这是帮助人们获得报酬、同时对抗那些未经授权的数据抓取的好方法。

So I love this, and I think this is a great way to help people get paid and kinda fight back against scraping that isn't authorized per se.

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我的意思是,如果有人想参与进来,那太好了。

I mean, if people want to opt into it, fantastic.

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如果你想退出,我认为应该有办法退出。

If you want to opt out of it, I think there should be a way to opt out of it.

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有时候即使你设置了禁止抓取,他们还是会来抓取你的数据。

And sometimes even when you have, like, a do not scrape, they still go scrape you.

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所以我认为这是次优的选择,他们付出代价就能得到他们想要的。

So I think this is this is the next best thing, and they, you know, they they get what they pay for.

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基于常规血液检查和胸部X光片训练的AI模型现在可以早期发现脂肪肝了。

AI models that are trained on routine blood tests and chest X rays can now spot fatty liver disease early.

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这种病影响了全球大约30%的成年人。

So this is a condition that affects about thirty percent of adults worldwide.

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如果能及早发现,那就有帮助,因为肝脏损伤通过治疗或改变生活方式是可以逆转的。

And if you can catch it early, it helps because liver damage is reversible if you have, like, treatment or some lifestyle changes.

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但问题是,四分之三的患者只有在病情已经危及生命时才会被诊断出来。

But, yeah, three quarters of, patients only get diagnosed when it is already life threatening.

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所以,OSCA都市大学开发了一个模型,可以通过胸部X光片识别脂肪肝。

So there was an OSCA Metropolitan University model that identified fatty liver diseases from chest X rays.

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它的准确率达到了82%,能够从常规扫描中可见的微小器官切片里检测出肝脏脂肪。

It had an eighty two percent accuracy, so it's able to spot, spotting the liver fat in really small slices of of organs that are visible on, like, routine scans.

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而EVDO的肝脏专业算法,基于年龄和九项血液生物标志物,在47万名中年患者中表现优于标准的Fib-4测试,现在正由罗氏公司进行商业化推广。

And EVDO's liver pro algorithm, which was built from age and nine blood biomarkers, outperformed the standard fib four test across four hundred and seventy thousand middle aged patients, and it's now being commercialized by Roche.

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我很喜欢这一点,因为我们之前有标准测试,他们又推出了新算法,而且新算法还胜过了旧标准。

So I love that because we kinda had the standard test, and they came up with a new algorithm, and it and it beats it.

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所以,这才是真正会商业化并推广给所有人的方案。

And so that's what's actually gonna be commercialized and rolled out for everyone.

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肝脏其实是可以再生的,如果及早发现,纤维化也是可以逆转的。

The liver actually can regenerate, and it can also reverse fibrosis if you catch it early.

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所以,如果这种治疗属于生活方式调整的范畴,我想我们都知道哪些东西对肝脏不好,但你的医生肯定能告诉你更多关于这方面的具体内容。

So if, you know, this kind of treatment is lifestyle stuff, I think we know the things that aren't good for our liver, but your doctor can definitely tell you more about what, what's entitled there.

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不过,我觉得这真的很了不起,这让我感到非常兴奋。

But, yeah, I think this is phenomenal, and this is something that is really exciting to me.

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任何时候,只要人工智能能帮助医疗、帮助治愈疾病、帮助解决疾病问题,我都非常喜欢。所以,这是让我特别期待的一件事。

I love it anytime that AI can help with healthcare, can help cure diseases, can help solve diseases, and so this is something that I'm really excited about.

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各位,非常感谢收听本期播客。

Guys, thanks so much for tuning into the podcast.

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如果你喜欢这期节目,并且想在任何地方访问 Clot 或其他平台上的 80 多种不同 AI 模型,那就去 aibox.ai 看看吧。希望在下期节目中与大家再见。

If you enjoyed it, and you wanna get access to over 80 different AI models inside of clot or anywhere else, go check out aibox.ai, and I hope to see you all on the next episode.

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