OpenAI的500亿美元融资、AI广告博弈论、苹果的AI可穿戴设备Pin

不。

No.

不。

No.

我的意思是，你说得对。

I mean, you're right.

你说得对。

You're right.

它不可能只是你生活背景和记忆中的一个孤立部分。

It it it's not it can't be, like, singular part of your life context and memory.

它必须真正了解你的一切，成为你的伴侣，甚至可能是恋人，但必须达到那个层次。

It has to be, like, knowing you inside and out and your companion and maybe lover, but it it's gotta be it's gotta get to that level.

否则，切换成本实在太低了。

Otherwise, switching costs are too easy.

让聊天机器人成为你的恋爱伴侣，才是唯一的方式。

The chatbot being your love partner is the only mode.

我深信不疑。

I'm convinced.

这是唯一的护城河。

Is the only moat.

爱才是唯一的护城河。

Love is the only moat.

记忆不是护城河。

Memory is not a moat.

只有爱才是。

Only love is.

爱，这确实是我们在周五节目里想出的另一个绝佳标语。

Love is that honestly, another great tagline that we've produced here on the Friday show.

好的。

Alright.

所以它必须先把业务理顺。

So so so it has to get its business in order.

广告来了。

And here come the ads.

上周我们停止了广告。

Last week, we left off advertising.

你知道哪家公司能把广告做得好吗？

You know, who's gonna be the company that gets advertising right?

你说的是OpenAI。

You said OpenAI.

我说的是谷歌。

I said Google.

我们刚一结束对话，OpenAI就开始在ChatGPT中测试广告了。

Immediately after we signed off, OpenAI started to experiment with advertising in ChatGPT.

这是来自《连线》杂志的报道。

This is from Wired.

广告即将登陆ChatGPT。

Ads are coming to ChatGPT.

这是它们的工作方式。

Here's how they'll work.

OpenAI计划在未来几周内开始在ChatGPT内部测试广告，这标志着全球最广泛使用的AI产品之一的重大转变。

OpenAI plans to start testing ads inside ChatGPT in the coming weeks, marking a significant shift for one of the world's most widely used AI products.

OpenAI表示，这些广告不会影响ChatGPT的回复，所有广告都将出现在聊天机器人回答下方的独立且明确标注的框中。

OpenAI says the ads will not influence ChatGPT's responses and that all ads will appear in separate clearly labeled boxes directly below the chatbot's answer.

例如，如果用户向ChatGPT询问如何规划前往纽约市的旅行，他们将先收到聊天机器人的标准回答，然后可能会看到当地一家酒店的广告。

For instance, if a user asks ChatGPT for help planning a trip to New York City, they will get a standard answer from the chatbot, and then they might also see an ad for a hotel in the area.

这些广告最初将面向免费用户和每月8美元的Go套餐用户，这是一个新推出的方案。

And these are gonna initially go to the free users and the $8 a month go tier, which is a new thing.

我前面举了一个关于广告可能样子的有趣例子。

The opening I gave an interesting example of what the ad could look like.

当你查询圣达菲的相关信息时，在下方一个明确标注的赞助区域，会出现一家圣达菲小屋租赁的广告。

You're looking up, some information about Santa Fe, and then underneath in a clearly labeled sponsored section, they, pop in a, ad for a cottage rental in Santa Fe.

关于这个广告，有趣的地方在于。

Here's the cool thing about this ad.

然后你可以点击广告，与广告互动来帮助预订你的行程。

You can then tap the ad and start talking with the ad to help book your trip.

这引发了这样一个想法，但你可以利用生成式AI进一步深入。

So it sparked this notion, but then you can use generative AI to go even deeper.

这是一个非常吸引人的广告。

That's very engaging ad.

首先，拉詹，这是否在你的预期之中？

So first of all, Ranjan, is this kind of what you expected?

因为你之前预测他们会率先推出。

Because you predicted that they were gonna go out first.

你对他们的这种设计方式有什么看法？

And what do you think about the way that they're structuring this?

是的。

Yeah.

我认为我之所以对此充满信心，是因为我深入研究了智能代理商业，并试图理解这将会是什么样子。

I think and the reason I've been confident in this is because I work deeply in agentic commerce and trying to understand, like, what this is gonna look like.

比如这种基于聊天的建议，如果能有赞助支持，那就再合理不过了。

Like, chat based, like, suggestions like this that can have, like, a sponsorship basis make all the sense in the world.

我认为一定会有人把这个模式做成功，然后其他人都会跟进。

I do think someone will nail this model, and I think everyone will be following.

至于是Gemini还是OpenAI能做到，我们拭目以待。

And whether it will be Gemini or OpenAI, we'll we'll see.

但我真的整天都在用ChatGPT来规划旅行、寻找吃饭地点，以及其他类似的事情。

But but, again, like, I use ChatGPT all day long for travel planning, for suggestions on where to eat, and whatever else, like, those kind of things.

所以这里面有巨大的商业机会。

So there's so much commercial opportunity there.

我认为他们已经意识到了这一点。

I think it they recognize it.

就连斐济西莫也说过，人们信任ChatGPT来完成许多重要且私人的任务。

Even, like, you know, Fiji Simo had said, like, people trust ChatGPT for many important and personal tasks.

我们必须保护住让ChatGPT如此有价值的核心特质。

It's crucial we preserve what makes ChatGPT valuable.

他们必须做对。

They have to get it right.

因为一旦用户觉得被打扰，问题就来了。

Because the moment they feel interruptive, it's a problem.

哦，实际上上周我们提到，Meta可能最有可能做对，因为Meta已经证明了他们能把广告无缝插入动态消息中，而用户依然很开心。

Oh, and actually, last week, we said Meta potentially is in the best position to get it right because Meta has proven that they can just shove ads throughout the feed, and everyone's happy.

而且他们能做出非常优质的广告。

And they can make really good ads.

所以我认为ChatGPT必须完美地实现这种体验。

So I think ChatGPT has to nail that experience.

否则，这实际上会对其用户增长构成另一种竞争压力，因为这会让产品变得没那么有用和粘性。

Otherwise, it's it's actually an another competitive pressure on their user growth because it's not gonna be it's gonna make the product less useful and sticky.

所以这里有个问题，你知道吗？我看到社交媒体上有人发帖让我笑了，就在我们看到这条新闻后，有人发推说：如果OpenAI真的相信AGI就在眼前，那他们为什么还要费心做广告呢？

And and so here's the the question is, you know, is the thing that I saw, the thing that I saw on social media that made me laugh, after we saw this news was someone, tweeted that if OpenAI really believed AGI was around the corner, why would they be bother you know, why would they be using ads?

他们显然会带来更颠覆性、更有用的技术形式，那为什么还要做广告呢？

Like, they're clearly gonna be much more disruptive and, useful forms of this technology, so why do advertising?

这周在达沃斯，我跟丹尼斯·埃萨巴斯提到了这一点。

And I brought this up to Dennis Esabas this week at Davos.

他对OpenAI的评论比我预期的要尖锐得多。

He had a this was one his his comments on OpenAI were pointed much more pointed than I anticipated.

他说，我认为这些都是线索。

He said, I think I think those are tells.

我认为行动胜于言辞。

I think actions speak louder than words.

让我们回到最初的对话，因为我们一开始就是这么聊的。

Going back to the original conversation because we started this way.

让我们回到之前关于萨姆等人声称AGI即将来临的讨论。

Going back to the original conversation we were having with about Sam and others claiming AGI is around the corner.

那为什么还要费心做广告呢？

Why would you bother with ads then?

我进一步追问了他。

And I I pressed him.

我说：‘好吧，德米斯，那你呢？’

I say, well, you know, Demis, how about you?

对吧？

Right?

因为有人讨论说谷歌打算做广告。

Because there's been some discussion that Google is gonna do ads.

他说：‘目前我们完全没有计划做广告。’

He said, we have no plan at at no plans at the moment to do ads.

如果你说的是Gemini应用，我认为我们当然要密切关注ChatGPT声称他们将要采取的举措。

If you're talking about the Gemini app specifically, I think we're obviously going to watch very carefully the outcome of what ChatGPT is saying they're going to do.

我认为这件事必须非常谨慎地处理。

I think that has to be handled very carefully.

是的。

Yeah.

我觉得有点讽刺，Gemini明明是靠广告盈利的，德米斯却这么说。

I I do kind of find it a bit rich that Demis is saying this when Gemini is ad funded.

只是现在没有显示广告。

It's just not showing ads.

你只是生活在巨大的广告垄断之上，目前能够资助整个项目，而无需展示广告。

It's just that you are living on top of a massive advertising monopoly and are able to actually fund the entire project and not have to show ads just yet.

但我其实很惊讶他对此如此强硬，因为别忘了，谷歌最大的挑战是对其垄断性广告模式的冲击，他们必须找到一种方法，将搜索中已有的模式转变为 GEO 或语言模型搜索（无论你怎么称呼它）中的新模式。

But I think I actually I'm surprised he was so aggressive about it too because, remember, Google's biggest challenge is the disruption to their monopolistic advertising model, and they have to figure out some way to actually turn what existed in search into what's gonna be existing in GEO or LM search or whatever you wanna call it.

所以，我很惊讶他竟然采取了这样的立场。

So, like, I I was surprised he kind of was taking that stance.

这让我开始好奇，从组织层面来看，他现在是否完全脱离了商业压力，只专注于用户故事和使用场景？

It actually made me curious or think again organizationally, like, is he so sheltered from the business pressure for now, and it's solely a user story and usage story?

你怎么看？

What do you think?

你觉得他是不是根本没人提醒他，比如桑达尔没有拍拍他的肩膀说：‘你迟早得赚点钱。’

Do you think he's just not no one's Sundar is not tapping him on the shoulder and saying, make sure you're gonna have to make a bit of money at a certain point.

我的猜测是，谷歌内部目前正在进行某种争论，有一群人非常希望推出广告。

This my guess would be that there is some sort of debate going on within Google, that there is a group that really wants to roll ads out.

事实上，我在最近的财报会议上向德米斯提过这一点。

In fact, and I brought this up to Demis on a recent earnings quarter.

孙达尔谈到了他们对于在生成式AI应用中做广告的一些想法。

Sundar talked about how they have some ideas about how you wanna do advertising in generative AI applications.

所以，显然公司内部对此存在讨论。

So, clearly, it's a discussion within the company.

我认为产品团队可能只是希望尽可能长时间地推迟广告投放。

And I think the product side is probably just like, let's hold off as long as we possibly can.

尤其是想想看，如果OpenAI因为广告而失去信任，用户就会复制粘贴他们的记忆内容，转而使用Gemini。

And especially think about this, maybe if if they if they if OpenAI goes and loses trust because of the advertising, and then people copy and paste their their memory and drop it into Gemini.

是的。

Yep.

我们都会这么做。

As we're all gonna do

在这期节目之后。

after this episode.

是的。

Yeah.

哦。

Oh

天啊。

god.

不过，反正你也不会这么做，我并不是在提倡这个。

Well, you don't anyway, I'm not advocating for this.

但你知道，那样的话，这对Gemini来说就是一个真正的优势。

But, you know, then then that's a real advantage for Gemini.

对，从产品角度来看。

Right, on the product side.

别忘了，他们正处于这场产品竞争中。

And remember, they're in this product battle.

就像科技行业里经常发生的那样，公司们会根据他们能为用户提供什么来竞争，无论是激励措施，还是最佳的产品体验。

Like, all the time in tech, you have companies that sort of compete based off of what they can offer to users, whether that's incentives or, you know, the best possible product experience.

一旦战斗赢了，他们就会通过投放广告、提高价格把事情搞砸。

And then once the battle's won, then they kinda muck it up with ads, they raise their prices.

我认为谷歌已经经历过几次这样的战斗了，这一定就是他们的策略。

And I think Google's been in these battles a couple of times, and I think that must be the strategy.

但我不同意，因为我认为目前没人能确切知道人工智能时代的广告会是什么样子。

I disagree, though, because I actually think to get to no one knows what advertising is gonna look like exactly in AI.

我真心相信，会出现一种全新的广告形式，其重要性不亚于搜索广告或社交平台广告。

And I genuinely believe there will be a new format on par with what search advertising was, what social platform advertising was.

这些都彻底改变了广告的形态，我认为在AI聊天体验中也会发生同样的变革。

Each of these were, like, complete transformations of what advertising is, and I think it's gonna be the same within an AI chat experience.

是的，我想你可以选择观望别人的做法，等有人摸索出来后再跟进，但那时可能已经太晚了。

And, yeah, I guess, either you just watch what others are doing and follow once someone figures it out, but it can be too late.

我认为，我反而会采纳OpenAI的做法：从小处着手，不断试验，把事情做对，而不是等着别人先行动。

And I think I actually would take OpenAI's approach here of starting small, experimenting, getting it right versus the idea that you're gonna just wait it out for everyone else to do it.

因为我觉得，Facebook才是社交平台的开创者。

Because I think, like, Facebook invented social platform.

记住，他们已经掌握了它。

Remember, they they mastered it.

他们并没有等待。

Like, they didn't wait.

他们引领了方向，这正是他们获得主导地位的原因。

They led the way, and that's what gave them dominance.

谷歌在搜索领域就是这样做的。

Google did that with search.

所以我认为，我宁愿去测试、实验并弄清楚它，而不是假装它不会发生。

So I think I would rather be testing experiment and figuring it out versus just trying to pretend it's not gonna be a thing.

但那并不是商业模式。

But it wasn't the business model.

Facebook 并不是因为创造了社交广告平台而赢得社交媒体的。

Like, Facebook didn't win social media because it created the social ads platform.

它之所以获胜，是因为它的产品最具粘性，然后找到了一种非常有效的变现方式。

It won because its products were the most sticky, and it found a very effective way then to monetize.

我认为这个观点，德姆巴说得非常非常清楚。

I think that this idea and Demba said it, like, very, very clearly.

顺便说一句，这些都是从我这边出发的。

And by the way, this is all from my end.

我们除了他跟我谈话时提到的内容，没有讨论过其他任何事情。

We didn't talk about this other anything other than what he told me in the conversation.

所以我对这个话题没有深入的见解或内部报告。

So I don't have any, like, deep insights about this, or reporting.

这全都是我的推测。

This is all speculation on my end.

但他提到，我们会观察并学习OpenAI在做什么。

But, he said, like, we are gonna watch and learn what OpenAI is doing.

我不认为谷歌因为落后会付出太大代价，因为别忘了，它们可以复制这种模式，而且它们是谷歌。

And I don't think Google will pay a big penalty for being late because, remember, they can copy the format, and they're Google.

它们拥有比几乎任何人都更优质的数据，可以运用这些数据并复制这种模式。

They have better data than almost anybody, and they can apply that and copy the format.

你知道吧？

You know?

也许这里更好的例子是Facebook对Snapchat的做法。

And and maybe the better example here is what Facebook did to Snapchat.

对吧？

Right?

你观察你的较小竞争对手或竞争对手，然后复制他们最出色的部分，让他们去犯错。

It's you watch your smaller competitor or your competitor, and then you copy the best stuff and let them make the mistakes.

但我要提出不同意见。

It's no but, see, I would actually, again, push back.

嗯，可能是因为我作为商人的视角，我认为Facebook在广告商业模式上的创新——比如信息流中的赞助内容、与信息流赞助广告相关的广告竞价系统——才是让他们真正强大的原因。

Like, I and maybe it's, like, it's the business person in me, but it's like, I think that Facebook innovating on the business model within advertising, like, feed sponsored content, kinda like ad bidding systems related to in feed sponsored ads.

我认为，他们构建的整个系统才是他们真正强大的关键。

Like, that whole system that they built, I think, is what made them truly powerful.

因为，再次强调，当他们上市时，很多人担心他们会亏钱，他们本可能处于这样的境地：想象一下，马克·扎克伯格收购了Instagram，但当时他们根本没有盈利，结果引发了投资者的强烈反弹。

Because, again, when they IPO ed, remember there was, like, a lot of worry about losing money, and there was, like they they could have been in a position where imagine Mark Zuckerberg acquires Instagram because but they're not making any money, and there's a massive investor backlash.

很多历史时刻表明，如果企业没有一个稳定的现金流作为支撑，再好的产品也可能无法成功。

Like, there's so many kinda, like, historical moments that not having a cash machine kind of underneath the business would have meant a great product would not work.

实际上，谈到Snapchat，他们已经证明了，即使你拥有巨大的用户参与度和增长，也无法简单地复制一个商业模式。

And actually talking about Snapchat, they have shown that you can't just replicate a business model even if if you have massive user engagement and growth.

所以我认为我还是支持OpenAI在广告大战中胜出。

So I think I'm gonna go with I'm still taking OpenAI in the ad battle.

你听起来好像最终会偏向Gemini。

You sound like, you might be leaning Gemini in the end.

是的。

Yeah.

我的意思是，我上周是这么想的，这周我还是这么想。

I mean, that's the way I was that's where I was last week, and that's where I am this week.

所以，是的。

So Yeah.

我们想法一致。

We're on same one.

是的。

Yeah.

对。

Yeah.

嗯，这将成为我们持续争论的新产品和商业模式话题。

Well well, this this will be a running this is our new product and model debate.

这是谷歌和OpenAI的广告之争。

It's Google and OpenAI's ad.

我承认，这没那么令人兴奋。

It's less exciting, I'll admit.

好的。

Okay.

在进入休息前，我最后问你一个问题。

Let let me ask you one last question on this segment, then we'll go to break.

OpenAI，特别是萨姆·阿尔特曼，曾表示广告是公司最后的手段。

OpenAI, Sam Altman in particular, has said that advertising is sort of the last resort for a company.

把它放在背景下考虑。

Put it into context.

这是一家公司，再次强调，正在努力构建通用人工智能。

This is a company, again, trying to build AGI.

而且，你知道，如果萨姆曾经相信过这一点，那你觉得现在这家公司这么做说明了什么？

And, you know, if Sam believed that at one time, what do you think it says about the company that it's doing this now?

我认为，根据之前的讨论，到2026年，他们必须在收入和订阅之外展现出潜力。

I think it should again, as per the earlier conversation, I think 2026, they have to show promise on the revenue side and beyond subscription.

所以我认为他必须这么做。

So I think he has to.

我认为，像所有AI云、个人设备以及其他东西都需要时间，所以这是最直接的方式。

I think, like, what all of the AI cloud personal devices and whatever else is gonna take time, so this is the most direct way.

但我真心觉得，如果你是萨姆·阿尔特曼，下次他上播客时，你应该去问他。

But I genuinely think if you're Sam Altman, and next time you're on he's on the pod, you should I hope you ask him.

我觉得我会相信，我的AI系统能比任何人都更好地推送广告，并为人们的生活带来价值。

Like, I think I would believe that my AI system can deliver great ads better than anyone else, and that will bring value to people's lives.

这也会为商业带来价值，并且会让人继续思考旅行和酒店业。

And that will bring value to businesses, and it will kinda keep just thinking about travel and hospitality.

比如，酒店得主动找到你。

Like, hotels gotta find you.

你找到合适的酒店。

You find the right hotel.

你通过他们预订。

You book with them.

他们从你身上赚钱。

They make money on you.

他们支付给OpenAI，以帮助找到客户。

They pay OpenAI to help find the customer.

大家都开心。

Everyone's happy.

所以，如果你真的能提供出色的个性化广告——我认为他们有可能做到。

So if you truly deliver great personalized advertising, which potentially I think they can.

我是真的没想到他对这件事这么随意，好像这是最后的手段似的。

Like, I'm surprised he's so kind of cavalier about, like, it's, you know, last resort.

这并不是说

It's not like

哦，那都是很久以前的事了。

Oh, that was a long time ago.

是的。

Yeah.

对。

Yeah.

不。

No.

但我希望他能明确地说出来：我们会给你提供有史以来最棒的广告，你会因为更多的广告而感谢我们。

But but I I want him to come out and just frame it as we're gonna deliver you the best goddamn ads you've ever seen, and you're gonna be thanking us for more ads.

而且，再说一遍，Instagram 已经证明了这是完全可能的。

And and, again, Instagram has certainly shown that's possible.

我觉得，如果我是他，我会开始在公开场合或演讲中采纳这种思维方式。

I think if I was him, I would start taking that that kinda line of of thinking on the public or public speaking on this.

我听到的关于OpenAI广告计划最有力的论点来自布雷特·泰勒，他是OpenAI的董事长，我在这里的达沃斯录制了他的访谈。

So the best argument that I heard in favor of OpenAI's ad plan came from Brett Taylor, the OpenAI chair, whose episode I recorded here at Davos.

几周后就会在动态中上线。

It'll be live on the feed in a couple of weeks.

但我先剧透一下这部分内容，因为我觉得这很相关，值得讨论。

But I'll spoil this part for people because I think it's pertinent and worth worth talking about.

他基本上说，当你是一家像OpenAI这样的公司时，人们会从中获得很多好处，但你并不总是能从中直接获利。

He basically said, when you're a company like OpenAI, people are gonna get a lot of benefit out of it, and you're not necessarily cut in on the benefit all the time.

有人用GPT 5.2 pro解决了某个重大的商业问题。

Somebody uses GPT 5.2 pro to, like, solve some major business problem.

也许他们每月只付你20美元。

Maybe they paid you $20 a month for it.

所以你必须找到赚钱的方法。

So you gotta find ways to make money.

你知道的。

You know?

这是一种确定有效且经过验证的方式。

And this is one way that's surefire and has proven itself.

所以我觉得这是一个相当不错的论点。

So I think that's a pretty good argument.

是的。

Yeah.

我认为在消费者层面，某种形式的多元化是必要的。

I I think it has to be diversified in some way, especially on the consumer side.

但没错，我觉得这会成为一个更大的话题。

But, yeah, I think we're gonna this is gonna be a bigger topic.

我认为我们所有人都会看到广告，这不会像Netflix那样多付5美元就能避开广告。

I think we're all gonna be seeing ads, and this isn't gonna be a Netflix pay $5 extra to avoid ads.

我认为这是一个太有价值的机会，他们不会试图通过限制或分级来控制，也许会在200美元这个级别做分级，但我认为我们很快都会从数字伙伴那里收到赞助推荐。

I think it's too valuable an opportunity for them to actually try to gate or, like, tier it out, maybe at the $200 level or something like that, but I think we're all gonna be getting sponsored recommendations from our digital companions very soon.

好的。

Okay.

好吧，我们先休息一下。

Well, let's go to break.

广告结束后，我 definitely 想聊聊苹果，因为苹果，我今年的大预测就是，你知道的，智能代理会爆发。

And after the break, I definitely wanna talk a little bit about Apple because Apple, I predicted just like so your big prediction this year was that, you know, the agent thing is gonna break out.

我今年的大预测是苹果将迎来有史以来最好的一年，而目前看来这确实正在成为现实。

My big prediction this year was that Apple's gonna have its best year ever, and it's certainly looking like that's the case.

所以广告结束后，我们再多聊聊苹果复兴的AI战略。

So let's talk a little bit more about Apple's revived AI strategy right after this.

问题是这样的。

Here's the problem.

你的数据到处都暴露着。

Your data is exposed everywhere.

个人数据常常未经你的同意就散落在数百个网站上。

Personal data is scattered across hundreds of websites often without your consent.

这意味着数据经纪人买卖你的信息，包括地址、电话号码、电子邮件、社会安全号码、政治观点，而这种信息泄露会带来真实的风险，如身份盗窃、诈骗、跟踪、骚扰、歧视以及更高的保险费率。

This means data brokers buy and sell your information, address, phone number, email, social security number, political views, and that exposure leads to real risks including identity theft, scams, stalking, harassment, discrimination, and higher insurance rates.

Incogni 会追踪并从数据经纪人、目录、人物搜索网站和商业数据库中删除你的个人信息。

Incogni tracks down and removes your personal data from data brokers, directories, people search sites, and commercial databases.

以下是它的运作方式。

Here's how it works.

你创建账户并提供最少的信息，以便定位你的个人资料。

You create your account and share minimal information needed to locate your profile.

然后你授权 Incogni 代表你联系数据经纪人，Incogni 会自动从数百家经纪人处删除你的数据，同时也提供定制化删除服务。

You then authorize Incogni to contact data brokers on your behalf, and then Incogni removes your data both automatically from hundreds of brokers and via custom removal.

此外，还提供三十天无条件退款保证。

There's also a thirty day money back guarantee.

用 Incogni 重新掌控你的个人信息。

Take back your personal data with Incogni.

前往 incogni.com/bigtechpod，并在结账时使用代码 big tech pod。

Go to incogni.com/bigtechpod and use code big tech pod at checkout.

我们的代码可使年度计划享受六折优惠。

Our code will get you 60% off annual plans.

去了解一下吧。

Go check it out.

我们回到《大科技播客》周五版，今天邀请到Margins的Ranjan Roy。

And we're back here on big technology podcast Friday edition with Ranjan Roy of margins.

Ranjan，有个大新闻。

Ranjan, big news.

发生什么事了？

What's happening?

苹果要发布针脚功能了。

Apple's gonna pin.

好的。

Okay.

也许他们不会。

Maybe they won't.

也许他们会，但让我们谈谈这个故事。

Maybe they will, but let's talk about the story.

消息称苹果正在开发一款AI可穿戴别针。

The information says Apple is developing an AI wearable pin.

这款别针的大小将与AirTag相当，并配备多个摄像头。

The pin is going to be the size of an AirTag that is equipped with multiple cameras.

哇。

Wow.

扬声器、麦克风和无线充电功能。

A speaker, microphones, and wireless charging.

该设备最早可能在2027年发布。

The device could be released as early as 2027.

这样的产品将帮助苹果更有效地与OpenAI竞争，后者正计划推出自己的AI设备，同时也与Meta竞争，后者已经销售可访问其AI助手的智能眼镜。

Such a product would position Apple to compete more effectively with OpenAI, which is planning its own AI powered devices, and Meta, which is already selling smart glasses that offer access to its AI assistant.

你觉得这对苹果来说是个好兆头吗？

Do you think this is a good sign for Apple?

我得承认，他们正在尝试新事物并探索人工智能，尽管这款别针因在几种不同形态下早期表现不佳而遭到大量嘲笑和讽刺。

I will give them credit that they're trying new things and experimenting with AI even though the pin has been an object of much mockery and derision given its early flame outs in a couple of different formats.

这个故事的主线将是：Humane别针失败了，苹果因此崛起。

Humane pin fell so Apple could rise is what the story will be.

因为我们之前就讨论过这个问题，甚至在聊Humane别针的时候，我想我们至少都承认它挺有意思的。

Because we've we've talked about this even I'm during the humane pin conversation, I think both of us at least acknowledged it was interesting.

对我来说，最令人兴奋的部分是——我多年来一直这么说，那种握在手里方方正正的手机形态，作为设备的终极形态，已经变得非常乏味了。

For me, the most exciting part of this is I mean, I've been saying this for years, like, the form factor of a phone that's a square in your hand as kinda, like, the be all end all of devices has gotten really boring.

所以任何能突破这种形态的创新都让我很感兴趣，这也是为什么Meta的Ray-Ban智能眼镜让我觉得如此有趣和激动。

So anything that innovates it, I think it's why the meta Ray Bans have been so interesting and exciting for me.

所以我支持别针这款产品。

So I'm team pin.

总有人会做出一款实用的别针。

Someone's gonna make a useful pin.

我其实刚看过一款叫‘Plod’的东西。

I actually was looking at there's, like, a something called plod.

它就像一张卡片大小的语音输入设备。

It's like a card sized dictation thing.

我不确定。

I don't know.

我整天都用我的AirPods和iPhone进行语音输入。

Like, I I dictate all day long, on my AirPods with my iPhone.

但我对摄像头这一部分特别感兴趣，不确定它到底想做什么，但这些都让我很感兴趣。

But I I think the camera side, what exactly it's gonna try to be doing, it's all it's all interesting to me.

所以我对Pin很期待。

So I am excited for the pin.

好的。

Alright.

真正引起我注意的是这一点。

Here is the thing that really stood out to me.

当然，据消息人士称，苹果的开发还处于非常早期的阶段，项目仍有可能被取消，并计划在发布时生产约2000万台设备。

Of course, you know, the information story says Apple's development is in the very early stages and could still be canceled, and it's planning to match manufacture roughly 20,000,000 units at launch.

猜猜看，有史以来最成功的所谓AI可穿戴设备——Meta Ray-Ban眼镜，总共卖出了多少副。

Guess how many lifetime Meta Ray Ban glasses, the most successful quote, unquote AI wearable ever has sold.

猜猜它卖出了多少台？

Guess how many units it sold?

两百万。

2,000,000.

所以苹果认为，购买过Meta Ray-Ban眼镜终身版的人数的十倍，会想要购买这款Pin。

So Apple is believing that 10 times the amount of people that have bought Meta Ray Ban's lifetime will wanna buy this pin.

不过我觉得2000万台并不离谱。

I don't think it's unreasonable, though, 20,000,000.

再说，你把它定价在199美元左右。

Again, you call it call it a $199 or so.

我觉得这不会像那款700万美元的苹果折叠手机那样，我依然会想买，但这款产品很可能是一款入门级设备。

I don't think this is gonna be, like, the $7,000,000 Apple fold folding phone that I will still try to buy, but it's, you know, like, this is gonna be probably, like, an entry level.

是的。

Yeah.

所以这就是我听到的，七百万。

So that's what I'm hearing, 7,000,000.

我刚才说这话是带着讽刺的

I'm I'm sarcastic for

坚持这一报道。

the Standing by that reporting.

是的。

Yeah.

我不确定。

I no.

我认为如果这是入门级价格，那正是我对苹果又爱又恨的原因，这远远超出了对Siri的评价。

I think if it's an entry level price, again and it's why my love hate relationship with Apple extends beyond Siri.

像这种生态系统锁定，苹果已经玩得炉火纯青了。

Like, ecosystem capture is Apple has mastered.

所以，这里又出现了一个新设备。

So, like, here's this new device.

如果它在合理的价格下表现不错，我认为会有很多人愿意尝试。

If it's pretty good at a reasonable entry price, I think they're gonna get a lot of people trying it.

两千万元很高，但我认为它有可能成为一款成功的产品。

20,000,000 is high, but I think it could be I think it could be a winning device.

我的意思是，我喜欢苹果在努力尝试。

I mean, I like that Apple is trying.

对吧？

Right?

这才是你希望苹果展现出的样子。

This is the thing that you wanna see from Apple.

你希望看到的是主动性。

You wanna see initiative.

这个故事其实非常有趣，因为它展示了苹果正在开发的多个AI产品，把这些放在一起看很有意思。

And the story actually was very interesting because it shared a number of different AI products that Apple's working on, and just seeing it all in context was interesting.

所以它说苹果加入了一个日益增长的AI驱动产品组合。

So it says Apple's pin joins a growing portfolio of AI powered products.

这家科技巨头正在开发包括配备增强传感器的AirPods、安防摄像头、智能眼镜和增强现实眼镜在内的多种产品。

The tech giant has under development, including AirPods equipped with enhanced sensors, a security camera, smart glasses, and augmented reality glasses.

苹果还在研发一款家用产品，配备小型显示屏、扬声器和可旋转的机械底座。

Apple is also working on a home product featuring a small display, speakers, and a robotic swiveling base.

这款高度强调AI功能的设备，最快可能在今年春天发布。

A design with a heavy emphasis on AI features, that device could be released as soon as this spring.

天啊，苹果这家公司，曾经似乎每几年才推出一款产品，现在听起来却越来越像亚马逊了——把各种东西往AI设备墙上扔，看哪个能行。

Man, like, Apple, the company that once seemed to, like, ship, like, one product every bunch of years, starting to sound like Amazon now, the throw spaghetti at the AI device wall and just try to make it work.

是的。

Yeah.

你说得对。

You're right.

你知道吗？我差点忘了还有Alexa眼镜这回事？

Do know I'd forgotten that there are Alexa glasses?

亚马逊真的把Alexa塞进了任何能塞进去的地方，而且

Like, Amazon really just stuffed Alexa wherever it could find and, like

我的意思是，一旦他们推出了Alexa时钟，一切就都结束了。

I mean, once they put made the Alexa wall clock, it was all over.

是的。

Yeah.

对。

Yeah.

还有冰箱和微波炉。

And refrigerate it and microwave.

但事实上，我认为苹果仍需证明自己能做出一款人工智能设备，我们接下来要探讨的是苹果公司的人工智能产品究竟会是什么样子。

But but in reality, though, like, I think Apple still gotta prove it can make an AI enabled device, and we're gonna get into what that actually is looking like at the company.

但我一直在慢慢把家里的设备换回Alexa。

But I I have been slowly switching back to Alexa across my house.

我几年前换成了HomePod和Siri，但现在我买了Echo Show，其实是因为听了你那期节目后，我想起了亚马逊的谁来着？

I had made the switch to HomePods and Siri a couple of years ago, and now I bought the Echo Show after actually I think what was his name from Amazon listening to your episode?

帕诺斯·帕纳伊。

Panos Panay.

是的。

Yeah.

对。

Yeah.

好。

Yeah.

我听了那期。

Listened to that.

我买了Echo Show 5，就是那个像墙上的照片框一样的东西。

Got the one of the Echo Show five, I think, the wall photo photo frame looking thing.

所以现在和今天的情况简直是天壤之别。

So it's just the it's night and day versus where it is today.

所以让AI真正发挥作用，对这些设备来说至关重要。

So so make the AI work is gonna be critical to any of these.

你能想象吗？如果你拿到一个密码，它的功能却和今天Siri的水平一样，你还会觉得怎么样？

Because could you imagine you get your pin and it functions at the level of what Siri does today, and you're just like, now what?

那接下来呢？

Now what?

没错。

Right.

你用 Alexa Plus 吗？

Are you are you down with Alexa Plus?

它变得越来越好了。

It's it's getting pretty good.

我厨房里就有一个。

I have it in my kitchen.

我其实更常跟它说话。

I actually talk to it more.

我发现它在播放 YouTube 视频方面做得非常好，做饭的时候特别实用。

It's gotten it's really good at pulling up YouTube videos, I found, which is really cool when you're cooking.

比如你提出一个请求，想看某首歌的音乐视频，或者一些特别具体的爱国者队精彩集锦，它都能准确找到。

Like, you know, give it a request, music video of something, some really specific Patriots highlights, whatever, and it it it nails it.

它会找到正确的视频并开始播放。

It gets the right video, starts playing it.

你可以让它停止，然后播放别的内容。

You can tell it to stop, get something else.

所以总的来说，提问这方面它正在变得越来越好。

So that asking questions in general, it's it's getting there.

但它还是会非常奇怪地虚构体育比分，这本该是最容易解决的问题。

It still hallucinates sports scores very weirdly, which should be the most solvable problem.

但除此之外，我很喜欢它。

But other than that, I'm liking it.

是的。

Yeah.

它对我来说也运行得很好。

It's working well for me too.

我把我的日历和它整合了。

I integrated my calendar with it.

所以我就会说，嘿。

So I say, hey.

我今天有什么安排？

What am I doing today?

它就会回答我。

And it it answers.

我觉得最难的其实是让人们对这些助手能做什么有清晰的认识，因为你知道，我经常只是习惯性地让它们放点音乐。

I think the thing is just getting people to understand what they can do with these assistants is gonna be the hard thing because, you know, I often just fall back on play some music.

还有威尔，咱们走着瞧吧。

And Will And we'll see.

实际上，你觉得 Alexa Plus 会成为数字伴侣领域的黑马吗？

Actually, do you think Alexa Plus could be the dark horse for digital companion?

我觉得人们第一次体验时都惊呼，天哪。

I feel people had the their first oh my god.

听众们，Alexa 的罗恩·琼斯说：‘能被考虑作为数字伴侣，我感到很荣幸。'

Listeners, Alexa's Ron Jones Alexa said, I'm flattered to be considered for the digital companion.

亚历克莎，停下，求你了。

Alexa, stop, please.

数字伴侣之争。

Digital companion derby.

好吧，你看，就是这样。

Well, I mean, there you go.

很明显，它听起来非常乐意帮助你。

Clearly, it would be it sound it sounded very eager to help you.

那还不错。

That was pretty good.

那还不错。

That was pretty good.

所以是的。

So yeah.

我现在得小心使用这类指令。

I gotta be careful on any of those kind of prompts right now.

但是，是的。

But but yeah.

总的来说，我觉得在新设备方面，苹果至少在努力，这让我很期待。

Overall, I think in terms of, like, new devices, I I'm excited Apple's at least trying.

我不知道他们会做什么，但我很期待他们正在尝试。

I don't know what they're gonna do, but I'm excited they're trying.

是的。

Yeah.

我本来想说，我觉得真正重要的是内置的助手。

And I was gonna say the thing that I I really think is important is the assistant inside.

对吧？

Right?

这有点像Demis跟我提到的关于眼镜的事。

And, this is sort of, what this was what Demis told me about glasses.

我进这次采访的时候，本来觉得重点会是AI眼镜。

That was like I went into this interview basically saying, I think the headline here is gonna be AI glasses.

而且我觉得德米斯对谷歌在AI眼镜上的投入规模给出了相当明确的回答，因为这是一场巨大的押注。

And and I felt that Demis really answered this this, somewhat, conclusively about the size of Google's bet on AI glasses because it's massive.

他谈到了各种制作智能眼镜的尝试，并说，之前缺少的是一款杀手级应用。

He talked about, like, the various attempts to make smart glasses, and he goes, the thing it was missing was a killer app.

我认为这个杀手级应用是一个通用的数字助手，它会伴随你，帮助你应对日常生活，并在你电脑、浏览器、手机上随时可用，也能在你走在城市中时通过眼镜等设备提供服务。

And I think the killer app is a universal digital assistant, that's with you, helping you in your everyday life and available to you on any surface, on your computer, on your browser, on your phone, but also on devices like glasses when you're walking around the city.

我认为它需要做到无缝衔接，能够感知并理解你所处的每一个场景。

And I think it needs to be seamless and knows each of those contexts and understands each of those contexts around you.

我觉得我们现在已经很接近了。

And I think we're close now.

他说，这是他们正在做的最令人兴奋的项目之一，也是我个人正在参与的工作，让智能眼镜真正发挥作用。

He says it's one of the most exciting projects we're working on, and it's one of the things I'm personally working on, making smart glasses really work.

对我来说，这基本上是对智能眼镜作为这一形态的全力支持。

That that to me was basically a full throated endorsement of the smart glasses as the form factor here.

你知道，你之前提到过，如果这个别针没有像现代Siri那样的功能会怎样。

And, you know, you talked about what happens if the pin doesn't have a you know, that has, like, modern day Siri in it.

这行不通。

It's not gonna work.

所以德米斯的意思是，是的。

And so what Demis is saying is, like, yeah.

我们可以让这个成功。

We can make this work.

我认为新闻是，谷歌的AI眼镜今年就会推出，而且他们相信已经具备了相应的助手功能。

I think the news is that it's gonna ship this year, Google's AI glasses, and they believe they have the assistant there.

所以你可以成为一个决定者。

So Are you can be a determiner.

最终，你是支持眼镜派还是别针派？

Are you team glasses or team pin in the end?

那么，什么是

Well, what is

新的形态？

the new form factor?

我不知道。

I don't know.

我真的很难想要拥有这样一件东西。

It's really hard for me to to want one of these things.

也许我是AirPods派的。

Maybe I'm team AirPods.

我非常喜欢AirPods，胜过其他任何东西，这其实让我对OpenAI的设备感到兴奋。

I like AirPods a lot better than anything else, which I which makes me excited for OpenAI's device, actually.

是的。

Yeah.

确实如此。

That's true.

我的意思是，它们确实是，但我们已经习惯了，而且它们很自然。

I mean, they're the but we're also used to them, and they're natural.

但我记得AirPods刚推出时，人们走路时经常戴着无线耳塞并不常见，而它们最终让这一切变得完全正常。

But I remember when AirPods first came out, it was actually not common to constantly see people just walking around with kinda, like, wireless earbuds, and then they just made it totally normal.

所以我觉得，我不知道。

So I think there's I don't know.

我属于针队，尽管我现在挺喜欢我的眼镜，但我也不戴处方眼镜。

I I'm team pin even though I currently enjoying my glasses, but I don't wear prescription glasses either.

所以在某个时候，我要么得在室内戴太阳镜，要么就戴纯粹是时尚款的眼镜。

So at certain point, I would either have to be wearing sunglasses indoors or have just kind of, like, fashion glasses.

所以我想，这可能就是让我倾向于针队的原因。

So I think maybe that's what makes me lean team pin.

如果苹果的针式设备大受欢迎，因为它做了一个很酷的针，而内置的助手是Siri，但Siri只是作为Gemini的容器呢？

What happens if Apple's pin takes off because it just makes a cool pin, and the assistant inside is Siri, but Siri as a container for Gemini.

所以苹果创造了杀手级应用，但其背后的助手却是谷歌的，或者基于谷歌的助手。

So Apple creates the killer app, but it's Google's assistant or based off of Google's assistant.

这不就是正在发生的事吗？

Which is what's happening, isn't it?

是的。

Yes.

虽然我们收到一封不错的读者来信，对上周我说的关于谷歌从苹果获取用户行为的说法提出了一些质疑。

Although we did get we got a good, reader email, that, pushed back a little bit on what I said last week about how, like, this is Google getting user behavior from Apple.

你知道，苹果也可能只是把 Gemini 作为基础来构建自己的应用，然后将这些数据与谷歌隔离开来。

You know, it's possible that Apple just uses Gemini as, like, a backbone to build its own app and then walls off that data from going back to Google.

我上周忽略了这一点，所以我觉得这是非常棒的听众反馈，想在这周提一下。

And I overlooked that last week, so I thought that was really good listener feedback and just wanted to mention that this week.

我认为本周关于 Siri 增强功能的发布中，最值得关注的是它的代号叫 Campos，不过我也不太清楚这是什么。

I think the one thing about the announcement this week around kind of enhancements to Siri, which I would say the winning part of it is it's code named Campos, which I don't know.

但我只是想知道他们到底在做什么。

But I just wanted know what they're doing.

是的。

Yeah.

所以，让我们再进一步，抛开背后究竟是什么技术在驱动——尽管据称是 Gemini——更多关注它将能做什么。

So, again, like, let's move beyond what is powering it, even though it's reportedly Gemini, but it's more what it will be doing.

而且，再次强调，其中一个被广泛报道的重点是，它能够访问你手机上的各种数据、整合手机上的各类应用，利用这些上下文信息，这其实让我有点担忧。

And, again, being able to one of the big things that this reporting lean into is that, again, that idea of, like, tapping into data across your phone, tapping into apps across your phone to try to leverage that context, that actually worried me a bit.

因为我们大家都记得《最后生还者》里那个女演员做的广告吧？

Because as we've all seen and remember the, what's her name from last of us who did the ad?

贝拉·拉姆齐的广告，本来打算一年半前就实现这些功能，我想现在是这样。

Bella Ramsey ads that were, like, supposed to do all this a year and a half ago, I think now.

我觉得那是在超级碗期间，去年或者前年的事。

I think that was this or a year ago at the Super Bowl.

但这些都没成功。

None of it worked.

这是一个很难解决的问题。

That is a hard problem to solve.

要处理这些分散的数据集，并尝试正确地理解和向量化它们，使其可访问，是非常困难的。

Like, going through all these disparate datasets and trying to, like, understand or, like, vectorize them properly to be able to make an make them accessible is difficult.

所以，先做一个独立的、基础的体验，能回答你的一些问题？

So, like, making one stand alone basic experience that just answers some questions for you?

我觉得咱们应该从这里开始，伙计们。

I'd like, start there, guys.

就让它能用就行。

Just just make it work.

这让我很担心。

This worried me.

我之前上周还挺兴奋的，但这次真的让我有点紧张了。

I I was I'd say I'd been getting excited after last week, and this actually kinda got me a little nervous.

不。

No.

但如果我没理解错的话，他们实际上要把Siri变成一个聊天机器人。

But this is if I read it right, they're actually gonna turn Siri into a chatbot.

对吧？

Right?

所以，我认为这正是所有公司都能构建的基础体验，你可以和它们聊天。

So, I think that is actually the foundation experience that all these companies have been able to build, and you'll be able to chat with them.

不，不是这样的。

Well no.

不。

No.

但那部分，从理论上讲已经是一个聊天机器人了。

But but that part, it already is theoretically a chatbot.

比如，你本应能够进行来回的对话和指令交互。

Like, you're supposed to be able to have kind of turns and instructions back and forth.

所以，我在好几个地方都看到过。

So so to me, I saw it a few places.

而且，再次强调，具体来说，就是增加功能，包括分析屏幕内容和访问个人数据的能力。

And, again, here, the exact is, like, add features, including the ability to analyze on screen content and tap into personal data.

他们一直在谈论这个通用搜索功能，现在Siri只是稍微做了一点网页结果展示，或者调出相关应用，开始有点像那么回事了，但要把所有这些做得非常好。

And they keep talking about this universal search that right now when Siri kinda does a little bit of web results or pulls up relevant apps or starts like, it does it a little bit to getting all of that and doing it very well.

但我觉得，这相比只是达到与Jack GPT、Gemini、Claude等在消费级水平上的表现，让这一切正常运行，要难得多。

But, again, I think that's, like, a pretty hard problem to solve versus just making just just getting on par with Jack GPT and Gemini and Claude and everything else at the consumer level, just making all that work.

我觉得，如果非要再说一遍，我想‘我的航班什么时候到’会是每个人最先问的问题，而且必须得答对了才行。

I think trying to say again, I think when is my flight is gonna be the question everyone will ask first, and it better damn get it right.

否则的话，他们肯定会遇到严重的问题。

Otherwise, like, they they're gonna have some serious problems.

这个问题我现在也答不上来，无论是关于Siri还是任何应用。

That that is a a question that I do not have the answer to, right now, whether it's with Siri or any app.

什么时候我的航班？

Where where, when is my flight?

因为我的航班看起来要直接飞进纽约正在遭遇的这场大暴风雪中。

Because, looks like mine is gonna head right into this massive snowstorm we have hitting New York.

那就从达沃斯开始吧，从达沃斯开始。

So, start with Davos and with Davos.

我觉得我现在已经是这里的常驻居民了。

I think I think I'm now a permanent resident, here.

所以我会直接在达沃斯的环境下录制我们的播客。

So I think I'll just be filming our podcasts and recording them from from the Davos situation.

应该会很有趣。

Should be fun.

达沃斯是什么样子的？

What is Davos like?

你知道什么时候它不是所谓的达沃斯吗？

Do you have any idea when it's not, quote, unquote, Davos?

当它不是那个世界闻名的滑雪小镇的时候。

When it's not worldly beautiful ski town.

那里那个美丽的滑雪小镇。

The the beautiful ski town there.

我提到的那条人行道，其实你可以从两个缆车之间穿过，通往两座不同的山，你知道，小镇的两端各自连着不同的地方。

The that sidewalk that I talked about is actually, you know, you can take it between two lifts onto two different mountains that the, you know, the town that is on either end of the town city, whatever it is.

我周三早上设法去了一座山。

And I did manage to get out to one of the mountains on Wednesday morning.

你可以买半天的滑雪票，我就买了。

You know, you can do this half day ski pass, and I did that.

那真的非常美好和美丽。

And it was really lovely and beautiful.

唯一的意外是我以为自己要滑的是红色道，那条道在蓝色道和黑色道之间，就是那个黑色雪道。

And, the only hiccup was I thought I was going down the red, which is in between the blue and the black diamond or the, yeah, the black the black trail.

然后我就想，好吧。

And I it was one of those things where I was like, alright.

直接滑下去就是了。

Just go.

别多想。

Don't think about it.

你知道的。

You know?

让你的身体带你走。

Let your body take you.

然后我才意识到自己是在一条黑色雪道上，一路打着旋儿滑了下去。

And then I, like, realized that I was on a black trail and pinwheeled my way down that slope.

所以

So

人工智能无法帮你安全通过这一段。

AI could not help you, navigate that one.

不行。

No.

不行。

No.

不行。

No.

是人工智能还是我的双腿。

AI or my legs.

我认为真正的炫耀方式是在非世界经济论坛期间去达沃斯，而且一定要提到你那时就在达沃斯，因为那时候才是真正的达沃斯人去的时候。

Well, I think the origin the ultimate flex is going to Davos when it's not World Economic Forum time and definitely dropping that you're in Davos at that time, because that's when the real Davos people go.

所以，我或许会试着安排一下。

So maybe I'll try to schedule that.

是的。

Yeah.

在雪道上有一件挺好的事，那就是全是本地人，因为这一周雪道是免费的，所有科技和政策人士都把酒店订满了。

One of the nice things on the slope was it was all locals because they're like, this is, the one week where the slopes are free because all the tech and, you know, policy people have taken the hotels in there.

他们就像一群傻瓜一样在那儿。

They're down there like a bunch of dummies.

而与此同时，我们的本地山却空无一人。

And meanwhile, we have our local mountain empty.

所以这绝对是我滑过最棒的几次雪了。

So it was really was some of the best skiing I've done for sure.

好吧。

Alright.

好吧。

Alright.

我得试试在非会议期间去达沃斯，不是淡季，而是非达沃斯论坛期间。

I I'm gonna need to try that off off season not off season, but off conference Davos.

这就是我的目标。

That's the goal.

除了卡塔尔之家，那仍然是第一。

Other than Qatar House, that's still number one.

是的。

Yeah.

让我们在淡季的达沃斯举办第一次大型技术峰会。

Let's have the first big technology summit in Davos off season.

不是淡季。

Not off season.

是远离会议的。

Off off

远离会议的。

off Off conference.

远离会议的。

Off conference.

干脆就叫它真正的达沃斯吧。

And just, call it the real Davos.

我觉得我们可以发起一场运动。

I think we could start a movement.

让整个哈纳丝蜂群都出来参加一场盛大的见面会。

Get the entire harness harness hive out for a great meet and greet.

YouTube上有人评论说我们应该叫它‘哈纳丝囤积’，我也喜欢这个名称。

Someone on YouTube comments said we should call it the harness hoard, which I also like.

我觉得这个比‘躲藏’好多了。

I like that better than hide.

这更像是一种积极主动地走向世界的方式。

That's kind of a more aggressive kind of, like, getting out into the world.

所以叫‘哈纳丝囤积’。

So harness hoard

没错。

That's right.

我们看见你了。

We see you.

我们看到你了。

We see you.

好的。

Alright.

拉詹，非常感谢你一如既往地加入。

Ranjan, thank you so much for joining as always.

和你交谈真愉快。

Great speaking with you.

好的。

Alright.

下周见。

See you next week.

希望你的航班能顺利返回。

Hope your flight, gets back in.

这可能性很低，但我我觉得我有个不错的备选方案。

It's, it's highly unlikely, but I I I think I have the nice plan b.

好的，明白了。

So alright.

谢谢你，拉詹。

Thank you, Ranjan.

感谢大家收听和观看。

Thank you everybody for listening and watching.

我们预计周三回到节目，届时可能会邀请Cohere的首席AI官乔尔·皮诺。

We'll be back on the feed on Wednesday, likely with Joel Pino, the chief AI officer at Cohere.

我们在这里进行了一场精彩的对话，探讨了AI研究的前沿、当前最大的问题、行业如何应对这些问题，以及AI领域如何将现有技术和应用付诸实践。

We had a great conversation here about the cutting edge of AI research, where the biggest problems are, how the industry is tackling them, and then how, the AI field's putting current applications, current technology into practice.

我想你们会非常喜欢这场对话。

I think you're gonna like it a lot.

如果你错过了与德米斯的对话，那场对话只有半小时。

And, if you've missed the Demis conversation, it's only half hour.

强烈推荐你们去观看。

Definitely recommend you check that out.

这会在播客频道上发布。

That's on the feed.

非常感谢您的收听和观看，我们下次在《大科技播客》再见。

Thank you so much for listening and watching, and we'll see you next time on big technology podcast.