Citadel Dispatch - CD197:MATT AHLBORG - PPQ.AI - AI代理、隐私与支付 封面

CD197:MATT AHLBORG - PPQ.AI - AI代理、隐私与支付

CD197: MATT AHLBORG - PPQ.AI - AI AGENTS, PRIVACY, AND PAYMENTS

本集简介

PPQ.ai 创始人 Matt Ahlborg 回到节目,更新快速演变的 AI 领域动态。PayPerQ 是一个支持比特币的 AI 平台,用户无需注册即可轻松使用所有主流 AI 工具。用户按使用次数以比特币付费,可随时切换所用模型,无需提供电子邮件、电话号码或账单地址。我们讨论了 AI 工具赋能的精简团队崛起、订阅制与按令牌付费模式的争论,以及 Anthropic 和 OpenAI 等公司提供的巨额补贴为何难以持续。Ahlborg 详解了 PPQ 的“AutoClaw”智能路由功能——通过组合廉价与高端模型降低成本;为注重隐私的用户新增安全围栏模型;以及 OpenClaw 的爆发如何推动 PPQ 收入增长 400%。 PayPerQ:https://ppq.ai/ PayPerQ 在 Nostr 上:https://primal.net/p/nprofile1qqsdy27dk8f9qk7qvrm94pkdtus9xtk970jpcp4w48k6cw0khfm06mss64u96 PayPerQ 在 X 上:https://x.com/PPQdotAI Matt 在 X 上:https://x.com/MattAhlborg 集数:197 区块:942174 价格:每美元 1412 sats (00:02:57)PPQ.ai 的 Matt Ahlborg 与 AI 的快速发展 (00:04:48)早期 AI“西部荒野”:工作流、小型团队与招聘现实 (00:07:58)谁最受益于 AI?开发者、非开发者,以及谦逊学习的态度 (00:13:00)使用 AI 的两种方式:锁定式订阅 vs 按令牌付费的自主权 (00:17:46)商业模式的细微差别:补贴、供应商锁定与 PPQ 利润 (00:21:00)开源模型持续改进,但在真实负载下显露局限 (00:23:29)AutoClaw 智能路由:混合廉价与高端模型 (00:27:12)路由权衡:成本、能力、延迟与“四分卫”模型 (00:31:13)安全围栏与隐私:在 TEE 中运行模型 (00:38:00)OpenClaw 代理:前景、漏洞与个人 AI 助手的未来 (00:41:22)使用 Nostr 和 RSS 构建个性化 AI 新闻简报 (00:51:02)支付争议:比特币优先 vs 接受所有支付方式 (00:58:03)PPQ 与 Venice 对比:代币、隐私主张与激励机制 (01:02:10)使用数据:用户支付方式及所选模型 (01:08:16)成本失控与防护措施:支出限额与经验教训 (01:08:40)代理支付与 L402:Lightning 与 x402、MPP 的定位对比 (01:15:10)结语与 PPQ.ai 的下一步计划 更多节目信息:https://citadeldispatch.com 了解更多关于我:https://odell.xyz 监控动态:https://citadelwire.com

双语字幕

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比特币星期三快乐,各位极客。

Happy Bitcoin Wednesday, freaks.

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我是你们的主持人奥德尔,为大家带来又一期《 Citadel 简报》。

It's your host, Odell, here for another Citadel Dispatch.

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本期节目专注于真正的比特币和自由科技讨论。

The show focused on actual Bitcoin and freedom tech discussion.

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今天是3月25日,星期三,UTC时间16:00。

It is currently Wednesday, March 25, sixteen hundred UTC.

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你们可能几个小时后才会听到这段内容。

You guys will probably be listening to this in a few hours.

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当前区块高度是942174。

The current block height is nine four two one seven four.

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目前每美元的汇率是1412。

Current stats per dollar is fourteen twelve.

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比特币以黄金计价的价格现在是70,795美元。

The price for one Bitcoin is now $70,795 Bitcoin in gold terms.

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现在1个比特币可以买到15.83盎司黄金,但如果你真的这么做,你可能会后悔。

1 Bitcoin can now buy you 15.83 ounces, but you might regret it if you do it.

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本周黄金价格上涨了7%。

We're up on the week in gold 7%.

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本月上涨了20.7%,但今年仍下跌了45%,不过我预计情况会好转。

We're up on the month 20.7%, and we're still down on the year 45%, but I expect that to turn around.

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一如既往,这是免费的播客。

Freeze as always dispatch.

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节目完全由观众——像你这样的观看者——资助。

It's purely funded by our audience, viewers like you.

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感谢你发送辛苦赚来的支持款项来支持这个节目。

Thank you for sending your hard earned stats to support the show.

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这真的意义重大。

It truly means a lot.

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我们没有任何广告或赞助商。

The largest we have no ads or sponsors.

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你们提供了纯粹的价值交换体验。

You guys are the pure value for value experience.

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上周最大的打赏金额偏低,上周我们节目的打赏不多。

Largest zap from last week was kind of light on zaps from our show last week.

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我想那是个星期五的节目。

I guess it was a Friday show.

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也许你们中有些人还没听。

Maybe some of you guys haven't listened to it yet.

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如果还没听,一定要去听听。

If you haven't, make sure you go listen to it.

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最大的打赏来自'Ride or Die Freak Map 21',金额是10,000个Sets。

Largest largest zap was 10,000 sets from ride or die freak map 21.

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他说:干得漂亮。

He said great rip.

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如果你还没听过这个节目,那期是和SimpleX的创始人兼维护者叶夫根尼进行的对话。

That rip, if you guys haven't listened to it yet is with Evgeny, who is the founder and maintainer of SimpleX.

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这是一场我特别享受的对话。

It was a conversation that I particularly enjoyed a lot.

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我的意思是,对我来说他就像个名人。

I mean, it's kind of like a celebrity to me.

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但那真是太多了。

But it was a lot.

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那非常有趣。

It was a lot of fun.

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如果你们还没听,我觉得你们应该去听听。

And I think you guys should listen to it if you haven't.

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但不管怎样,怪人们,今天我们准备了一场精彩节目。

But anyway, freaks, we have a great show lined up today.

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我努力保持高价值、高质量的对话不断进行。

I'm trying to keep the ball rolling with high signal, good quality conversation.

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如果找不到高价值的内容,我们就直接跳过一周,因为我没有像其他节目那样需要每周做三期的广告或赞助商压力。

If I can't find something high signal, we just skip the week because I don't have ads or sponsors that require me to do three shows a week like all the other shows.

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但在开始之前,所有相关链接都在 sealdispatch.com,分享给你的朋友和家人,只需在任何播客应用中搜索 Civil Dispatch 即可收听。

But before we get started, always, all the relevant links are sealdispatch.com share with your friends and family available in every podcast app by just searching Civil Dispatch.

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今天我们有一位回头嘉宾。

We have a return guest today.

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我们有来自 ppq.ai 的马特·奥尔布格。

We have Matt Ahlborg of ppq.ai.

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是的,这又是一期以人工智能为主题的节目。

Yes, it's another AI focused show.

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最近怎么样,马特?

How's it going, Matt?

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是的,还不错。

Yeah, it's good.

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很好。

Good.

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非常好,马特。

Very good, Matt.

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谢谢您再次邀请我。

Thanks for having me back.

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The

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马茨来了。

Mats are in the house.

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我们上次邀请马特是在2025年7月14日的第168期节目。

I, we last had Matt on the show 07/14/2025 episode 168.

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我当时刚开始接触人工智能相关内容。

I was just starting to dip my toes into AI stuff.

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我们已经取得了长足的进步。

We've come a long way.

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感觉是时候了。

It felt it felt like it was time.

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是时候让他回来做一次回访和更新对话了。

It was time for a return appearance and update conversation.

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这一年真是不容易啊,

What a year it's been,

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是的。

Yeah.

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对,我感觉自己老了十岁。

Yeah, I feel about ten years older.

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很多事情都在发生。

Lot is happening.

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你也接触比特币很久了。

You have been in bitcoin for a while as well.

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我的意思是,对我来说,这感觉就像比特币的早期阶段,对吧?

I mean, to me, it feels very much like early bitcoin, right?

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是的,确实如此。

Yeah, does.

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这感觉就像西部荒野。

It feels very wild west.

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规则正在我们前进的过程中制定。

The rules are being made as we go.

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而且确实,人们在探索你能做什么、能构建什么、如何使用这些技术方面充满了创造力。

And yeah, there's a lot of creativity out there on on what you can do what you can build, how you can use this stuff.

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是的,目前发生的事情根本没有现成的模板。

Yeah, there's no template really for what's happening right now.

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而且确实,就像早期的比特币一样,真的很有趣。

And yeah, like early Bitcoin is really fun.

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是的。

Yeah.

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你很棒。

You're good.

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继续吧,马特。

Go ahead, Matt.

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没有老手,对吧?

No, there's no veterans, right?

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没有白发老人。

There's no gray beards.

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没有人从事这个行业三十年了,因为这项技术根本还不存在。

There's no people who have been doing this for thirty years because the tech just hasn't existed.

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我觉得我的思维在飞速运转。

I feel like my mind is racing.

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就像你说的,我觉得一年就像十年。

Like you said, I feel like a year is a decade.

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对我来说,那些就是我早期比特币经历的模板。

That was to me, those are like the templates of my early bitcoin experience.

Speaker 1

是的。

Yeah.

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我本来想说的是,是的,这与此相关:今天我和团队成员们在通话中,各自分享了自己的开发流程。

So what I was gonna say, and I yeah, it's relevant here is just on the call with with the guys today, the teammates, we're each going over our development workflow.

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在人工智能领域,你可以找到一些指南,教你如何提升开发流程之类的,但我们都是边做边摸索。

And, you know, in AI, there's, you know, you can find guides on how to, like, upscale your development workflow and such, but we're all just kind of inventing it as we go.

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你知道吗,我正在使用 GitHub 工作树和 VS Code。

You know, I'm using GitHub work trees and Versus code.

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我的一个队友在用 Team TMX,他正在生成类似的工作树。

And one of my teammates is using team TMX and he's generating like a femoral work trees.

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然后我们每个人都有不同的 CLOT MD 文件,还在使用不同的测试工具之类的东西。

And then we all have different clot MD files, and we're using different testing agents and stuff like that.

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所以确实,我们现在都在各自创造自己的方法。

So there's really Yeah, it's it's we're all creating our own thing right now.

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而且只是尽量变得高效。

And just trying to like, become as efficient as possible.

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太疯狂了。

Wild.

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你们团队现在有多少人?

How big is your team now?

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三个人。

Three.

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我们实际上不知道上次是多少人,但曾经有过五个人。

We're actually I don't know what we were last time, but we were at five at one point.

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其中有两个人不太合适,所以我们现在精简到三个人了。

And two of the guys just weren't working out, and so we're down to a lean and mean three.

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但我真的觉得我们现在完成的工作更多了。

But I actually feel like we're getting a lot more done now.

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我们的节奏非常好。

We have a really good rhythm.

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而且,是的,未来我们招聘新人时,我真的很希望确保是合适的团队氛围和心态等等。

And yeah, kind of as we onboard people in the future, just I really wanna make sure that it's the right chemistry and the right mentality and all that stuff.

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所以。

So.

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是的,我的意思是,招聘很难。

Yeah, I mean, hiring is hard.

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人员问题,你知道,都是很难的问题。

People, it's hard to, you know, every people problems are hard problems.

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然后,我的意思是,我觉得我们似乎正进入一个精益小团队高效做事的时代。

And then, I mean, I do think I mean, maybe we're, we seem to be entering the era of the lean team, the lean small team that gets shit done.

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我们其实早就已经在比特币领域这样做了。

We already kind of were with bitcoin.

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我觉得,尤其是我在1031这边看到的那些创始人,经常是这样。

I think, you know, particularly founders that I see this on the ten thirty one side all the time.

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那些把比特币视为机会成本的创始人,会非常谨慎地考虑增加员工人数,因为这意味着他们能积累的比特币会更少,他们考虑的是长期发展。

Founders that think in Bitcoin as opportunity costs, think very carefully about expanding their payroll, because it's less Bitcoin that they can stack and they're thinking long term.

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再加上这些AI工具,三个人就能完成过去可能需要30人甚至50人才能完成的工作,这种复合效应简直惊人。

And then you couple that all of a sudden with these AI tools, and three people can do the work that maybe 30 or 50 people were doing previously, it's kind of a wild compounding effect.

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是的,我完全认同这一点,也许不一定非得是三人,我希望能扩展到十人左右,但我相信十个人的团队现在也能做出非常疯狂的事情。

Yeah, I absolutely am a big believer in that, that maybe not three, I would like to get up to maybe 10 or so, but I think a team of 10 can do really, really crazy things now.

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而且,正如你所说,一个人现在能抵得上三四十人,甚至更多。

And yeah, as you said, one person is now, I don't know if it's 30 or 50, but it's a lot.

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你只需要知道如何使用AI就行了。

And yeah, you just have to know how to use AI.

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这才是关键所在。

That's really the big thing.

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这曾经是一个重要的决策因素。

And that was kind of a decision maker.

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当我们招聘人员时,你必须真正渴望学习AI。

And when we hired people on and such, you have to really want to learn AI.

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你必须全身心投入,才能真正提升自己。

You have to live and breathe it in order to really level up.

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我认为,有很多人只是在随意使用AI,没有给予它应得的尊重,没有意识到它能多么显著地提升你的生产力。

I think that there's probably a lot of people out there who they're just kind of casually using AI and they're not treating it like they're not giving it the respect that it deserves in terms of how much it can really increase your productivity.

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所以,我前几天就在想,我自己其实并没有计算机科学学位。

And so, yeah, I was just thinking the other day about how, you know, I'm not I don't have a CS degree myself.

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我只修了一半,所以不算完全非技术背景,但我确实上过一半的课程,还参加过几个编程训练营。

I have a half of one, so I'm not totally nontechnical, but I did, you know, I went to have like half a degree, and then I went to a couple of the coding boot camps.

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之后,我就一直埋头钻研AI相关的东西。

And then, you know, I've just been kind of grinding on stuff with AI since.

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而且,我的想法是,未来的营销人员,会是那些天生做营销、学会使用AI的人吗?

And, yeah, my thought was, like, for your marketer, the marketers of the future, will they be the ones will they be the marketing native people who learn how to use AI?

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还是会是那些学会营销技能的开发者?

Or will it be the developers who learn the marketing side?

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显然,两者都会涉及一些,但我确实好奇,哪一方会学得更快,或者更有能力掌握对方领域的足够知识,从而变得真正强大。

Obviously, it's gonna be a little bit of both, but I do wonder, like, which trade is going to learn faster or have the the brain to, like, master the enough of the other trade to become, like, really potent.

Speaker 1

对吧?

Right?

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因为,是的,当我招聘社区经理这类人员时,

Because yeah, I would love when I did hire on kind of a community manager person.

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出现了很多障碍,因为他无法自己搭建分析数据库或分析仪表板。

There was a lot of blockers happening because he was not able to spin up his own like analytics database or his own analytics dashboards.

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所以,我总是得帮他创建这些仪表板之类的东西。

And so it was always waiting on me, like, to create these dashboards and stuff.

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我自己的事情已经够多了。

I've got a lot on my plate anyways.

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所以,如果你招进来一个社区人员或市场人员,他们还能真正理解云代码之类的东西,那就太棒了。

So it would have been amazing if, like, you know, you bring in a community person, a marketing person who can also, like, really vibe on Cloud Code or something like that.

Speaker 1

然后他们就能自己完成所有技术工作。

And then they're just doing all of the technical work themselves.

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这正是我认为真正重要的地方。

That's what I really think is like, really important.

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如果你现在想找工作,你必须非常擅长AI。

If you're like trying to trying to get a job these days, you have to be really good at AI.

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是的,这确实是个很难想象的事情。

Yeah, I mean, it's a weird thing to think about.

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我的意思是,从宏观层面来看,表面上你看到很多人只是把这些工具当作高级版的谷歌搜索。

I mean, at the definitely high level, like on the surface, like what what you see a lot of people is like, they're using these things as maybe like an advanced Google search.

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但这只是刚刚触及了它真正能做的事情的皮毛。

And that's just barely scratching the surface of what it's capable of doing.

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对。

Yeah.

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说到你的观点。

To your point.

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但关于哪种人最能从中受益这个话题呢?

But on the topic of what type of person does it benefit the most?

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我的意思是,这 definitely 取决于要填补的职位或所需的人才特质。

I mean, it definitely depends on what role is trying to be filled or what qualities are needed in a person.

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但我在这方面并没有一个明确的答案。

But I'm not, I don't have necessarily a hard answer there.

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我认为,显然受过训练的开发者目前有优势,因为你只要具备一定的编程能力,就能在这些工具上获得极大的助力。

I think obviously trained developers have an advantage right now just because you need to have if you have some level of code competency, you can really get super powered on these tools.

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但我确实看到,比如我自己,完全没有任何编程背景。

But I do kind of see it I mean, I for instance, I have no coding background whatsoever.

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我能看懂代码。

I can kind of read code.

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我知道怎么在 GitHub 仓库里操作。

I know how to get around to GitHub repo.

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我是一个技术能力强的非开发者。

I'm a technically competent non dev.

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我最引以为傲的是,我在浏览Green Wallet(现为Blockstream Wallet)的代码时,发现了一个连他们一群天才都忽略的问题。

My big claim to fame was I found an issue with I was looking through the code of green wallet, which is now Blockstream Wallet, I found an issue that a bunch of their geniuses missed.

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但我绝对不是开发者,不过这些工具极大地增强了我的能力,因为我有足够的技术基础去使用它们、理解发生了什么,并逐步上手。

But I'm definitely not a dev, but these tools really superpower me because I'm technical enough to start to leverage them and see what's happening and get my feet wet.

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我认为这类人受益匪浅。

And I think that type of person benefits a lot.

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我认为顶尖的开发者也受益巨大。

I think that top tier devs benefit a lot.

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然后我觉得,当然,这纯粹是我的推测。

And then I think maybe, and once again, this is all just speculation.

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我们还处于非常早期的阶段,这正是我觉得最有趣的地方。

We're so early, and that's one of the things that's so fascinating to me.

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我认为那些中级开发者在这个时代最容易被商品化。

I think those like mid level devs are those are the ones that get really commoditized in this era.

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我不确定他们是否真的比技术型非开发者有巨大优势。

I don't know if they have such a huge advantage over, you know, a technically competent non dev.

Speaker 0

这说得通。

That makes sense.

Speaker 1

我甚至不确定是否要这样去划分。

I don't even know if I would like bisect it that way.

Speaker 1

我的意思是,这归根结底取决于你是否愿意学习。

I mean, I think it just all comes down to, do you have a willingness to learn?

Speaker 1

你是否愿意改变自己现有的方式?

Do you have a willingness to change up your current ways?

Speaker 1

我认为一些资深人士正在经历一些困难,因为他们长期以来一直擅长某件事。

I think that some of the folks on the senior side are struggling a little bit because they were really good at something for a long time.

Speaker 1

他们确实能看出来AI犯的很多错误,但我想,他们把自己的自尊心和能力绑在了一起,因此对AI现在能交付十倍于自己的成果感到有些难以接受。

They do see a lot of the mistakes that AI makes, but they, I guess, I think they wrap their ego a little bit in in their abilities, and they're a little bit off put by the fact that, like, an AI can ship now 10 times more than you can.

Speaker 1

是的,AI确实会犯错,需要你去修正,但即便如此,它依然能交付十倍的成果。

And yes, it does make errors and such, which you have to correct, but, like, it's still shipping 10x.

Speaker 1

我认为不管你是谁,无论是初级、中级还是其他级别,都没关系。

I think that it doesn't matter who you are, whether you're a junior, mid level, whatever.

Speaker 1

关键是,你是否有谦逊的态度去学习、尊重这些东西,并持续学习?

It's it's like, do you have the humbleness to like, learn and respect this stuff and just keep learning?

Speaker 1

就像我说的,你必须走出自己的路。

And like I said, you have to forge your own path.

Speaker 1

目前市面上并没有太多指南告诉你该怎么做、该做什么。

There aren't a lot of guides out there right now to do this, do that.

Speaker 1

是有不少指南,但我个人更喜欢直接深入进去,自己摸索解决问题。

There are, but I personally just rather dig in and like kind of figure things out myself.

Speaker 1

而这才是真正关键所在。

And that's really what it comes down to.

Speaker 1

我还觉得,可能那些缺乏一点商业思维的开发者也会感到吃力。

I also think that maybe developers who don't have a little bit of the business mindset also may struggle.

Speaker 1

要知道,如果他们只是在完善某样东西,也许他们打造的东西很精美,但你始终应该问自己:我在这上面花了多少时间?它会对利润产生什么影响?

Know, if they're perfecting something that really, you know, maybe they're building something beautiful, but you should always be asking the question, how much time am I spending on this thing and how is it going to impact bottom line?

Speaker 1

或者说,它和我们正在做的其他所有事情相比怎么样?

Or like, how does it compare to all these other things we're working on?

Speaker 1

所以,是的,我认为你不能再只是那个躲在地下室里的技术宅了。

So, yeah, I think you can't just be the technical guy living in the basement anymore either.

Speaker 1

你还需要对其他方面有更多的了解。

You have to be a little more aware of the other facets as well.

Speaker 0

是的,这个视角确实很有道理。

Yeah, think that's a good point in perspective.

Speaker 0

看着这一切如何演变将会非常有趣。

It'll be very interesting watching how it all evolves.

Speaker 0

我的意思是,直接切入正题,根据我对上次对话的记忆,我记得我们讨论的一个关键点是,从我的角度看,人们使用这些工具主要有两种方式。

I mean, just to jump into the meat here, one of the key from what I remember on our last conversation, I think one of the key conversation points we were having is, from my seat, there's two ways people are interacting with these tools.

Speaker 0

人们使用这些工具的两种主要方式。

Two main ways people are interacting with these tools.

Speaker 0

一种是相对受控的、专有的订阅模式。

One is the relatively controlled and proprietary subscription model.

Speaker 0

所以人们直接向Anthropic、OpenAI、Google或Grok订阅服务。

So people are subscribing to Anthropic or OpenAI or Google directly or Grok directly.

Speaker 0

通常这涉及某种形式的KYC,至少是基本的KYC,但Anthropic的Claude要求手机号验证,并且 actively 阻止。

Usually that involves KYC, at least some level of KYC, but Anthropic require, you know, Claude requires phone number verification, they're actively blocking.

Speaker 0

他们积极屏蔽一次性号码,显然还要求你用信用卡支付。

They're actively burner numbers, obviously, then they have you pay with credit cards.

Speaker 0

这又构成了另一层KYC,用于识别谁在使用这些服务。

Then that is like another level of KYC to identify who's using it.

Speaker 0

他们还明确表示,一些开源的中国模型正在利用他们的服务进行训练,并点名了中国方面某些使用他们NIM账户的研究人员。

They also came out and said, specifically that some of these open source Chinese models are training against them, and called out by name certain researchers on the on the Chinese side that were using their accounts with NIMs.

Speaker 0

通过他们的提示历史和使用方式,他们能够反向推算出这些人的身份,即使其他KYC要素被规避了。

Because of their prompt history and how they were doing it, they were able to reverse calculate who they were, regardless of the other KYC elements.

Speaker 0

这里存在诸多隐私问题,但结果是你获得了相当大的价值。

Have a bunch of privacy issues there, but as a result, you're getting a significant amount of value.

Speaker 0

我的意思是,最新的报告显示,你现在花200美元订阅的Claw服务,每月能获得大约5000美元的积分。

I mean, I think the most, the latest report said that your $200 Claw subscription is getting you about $5,000 worth of credits a month right now.

Speaker 0

所以Anthropic只是在补贴它。

So Anthropic is just subsidizing it.

Speaker 0

他们就像毒贩,先免费让你上瘾,等你完全依赖后再收钱。

They're the drug dealer giving you free hookups until you're completely hooked on their drug.

Speaker 0

然后我预计他们迟早会追求盈利,并大幅提高价格。

And then presumably I expect them to want profitability at some point and they'll jack up up prices.

Speaker 0

接着你会遇到类似PPQ的按使用量付费模式——你用得越多,付得越多,费用可能很高,但你拥有更多选择和用户自主权。

And then you have a PPQ style, pay per token model where the more you use these tools, the more you pay, they can get quite expensive, but you have more choice and user sovereignty.

Speaker 0

你可以随时在不同模型之间切换。

You're able to switch between models on the fly.

Speaker 0

到目前为止,PPQ到底提供多少个模型,我都不知道了。

PPQ now at this point, I don't even know how many models you offer.

Speaker 0

我的意思是,这大概得问你了。

I mean, I guess that's a question for you.

Speaker 0

但数量多得离谱,是的。

But it's shit ton Yeah.

Speaker 0

而且你可以随时切换。

And of you can just switch on the fly.

Speaker 0

你怎么看待这种动态?

How do you think about that dynamic?

Speaker 0

因为当我用这些工具学习时,成本确实高得离谱,尤其是当我运行它们的时候。说到底,PPQ的一个亮点是你能将很多任务交给更便宜的模型,因为你有模型选择权。

Because it is way, way more expensive as I'm like learning with these things and I'm having them run, especially if I'm I mean, as one thing, one cool thing about PPQ is you can offload a lot of things to the cheaper models, because you have model choice.

Speaker 0

但如果你用的是Opus,或者 worse,用的是OpenAI,它们按token收费的价格实在太贵了。

But I mean, if you're hitting Opus or God forbid, you're hitting OpenAI, they charge so much on a per token basis.

Speaker 0

你怎么看待这种动态?

How are you thinking about that dynamic?

Speaker 0

因为这显然对你的业务和可持续性至关重要,同时个人层面,你是怎么使用这些工具的?

Because obviously it's key to your business and your sustainability and also personally, how are you using these tools?

Speaker 1

是的,我认为订阅制是一种经过几十年验证的成熟模式。

Yeah, I think that running subscriptions, that's the very tried and true method that's been employed for a couple of decades now.

Speaker 1

主要好处是,即使用户没有使用你的产品,你也能持续收费。

The one main benefit is you get charge users money even when they don't use your product.

Speaker 1

所以这为你提供了一些额外的缓冲,我想。

And so that creates like an extra padding for you, I guess.

Speaker 1

但我发现,目前补贴确实非常普遍。

But what I find is that I do think that the subsidies are happening a lot right now.

Speaker 1

在某些情况下,如果你每天都全天候使用云代码,那么直接购买云订阅而不使用PPQ是有道理的。

And in some cases, if you're just using cloud code all day every day, it makes sense to just get a cloud subscription and not use PPQ.

Speaker 1

但我认为,作为一家公司,维持这种订阅的成本非常高。

But I think there's a tremendous amount of cost in maintaining that subscription as the company.

Speaker 1

你现在几乎每隔一天就会看到他们的使用配额发生变化。

You see every other day now, they have changes in the rate limits.

Speaker 1

他们很狡猾。

They're sneaky.

Speaker 1

他们在悄悄地修改条款。

They're sneakily changing the terms.

Speaker 1

他们一直在做各种类似的事情。

They're they're doing all sorts of stuff like that.

Speaker 1

他们很可能设有专门的团队,致力于从非用户或几乎不消费的普通用户身上榨取尽可能多的利益,同时最大限度地惩罚重度用户。

They probably have entire teams dedicated to squeezing as much as they can out of the non users or the casuals that barely spend anything and then punishing the power users as much as possible.

Speaker 1

作为一家企业,我发现这种管理方式真的非常无聊。

And that's just something that I find that really boring to have to manage as a business.

Speaker 1

而且我认为,这已经是当前普遍的做法了。

And I also think it's like not it's the way that things are already done.

Speaker 1

所以我更愿意尝试打造一个真正在这个领域有所创新的产品。

So I would rather try to build something that actually is innovating in this area.

Speaker 1

但我们的做法是,只做一个非常简单的计费系统,把精力集中在开发功能和产品上。

But where it's just a very simple billing system, we focus on building features and products.

Speaker 1

而其他公司则专注于限制订阅的使用频率、设置滥用检测等等这些事情。

And other companies out there are focusing on rate limiting their subscriptions and setting up abuse detection and all this and that.

Speaker 1

我见过好几家竞争对手公司,他们最初推出一种包含固定月度令牌数量的订阅方案。

And I've seen it happen to several kind of competitor companies out there where they will come up with a subscription with a certain amount of like monthly tokens.

Speaker 1

但一旦出现滥用行为,他们就必须修改条款,导致用户不满,然后还得想办法挽回用户,如此反复。

And then once abuse starts happening, then they have to change the terms and they make their users angry and then they have to, you know, win their users back and this and that.

Speaker 1

我更愿意专注于打造出色的产品,让它凭实力取胜。

And I would just rather build the hard product and let it win on its merits.

Speaker 1

是的。

Yeah.

Speaker 1

我的意思是,关于试图实现供应商锁定之类的问题,还有很多可说的。

I mean, there's a lot more to say about you know, trying to doing vendor lock in and such.

Speaker 1

但这些模式中,有些已经脱颖而出,与其他模式区分开来。

But these models are becoming some of them are great and distinguished from others.

Speaker 1

但我认为在过去一年里,它们实际上变得越来越相似,而不是越来越不同。

But I think over the last year, they've actually come more alike than they have become different.

Speaker 1

比如,过去一年Claude显然是编程领域的领头羊,而现在Codex的表现也非常出色。

Like, you know, Claude was the clear coding leader over the last year, and now Codex is doing very well.

Speaker 1

现在就连开源模型也表现得不错。

And now even the open source ones are doing well.

Speaker 1

所以,我认为要锁定用户将会很难。

So, I think it's going to be hard to lock people in.

Speaker 1

我认为补贴不会持续下去,我们已经看到了这一点。

And I think the subsidies are not going to last and we're already seeing that.

Speaker 1

所以我喜欢按查询付费的商业模式,收取合理的利润。

So, just I like running a pay per query business and just charging an honest margin.

Speaker 1

我在每个人都在使用的高性能模型上具有竞争力。

I'm competitive on the power models, the ones that everyone uses.

Speaker 1

而我希望赚取利润的地方,可能是我们网站上一些更独特的功能。

And then where I'm gonna make my money, hopefully, is on kind of maybe the more exotic features of our website.

Speaker 1

独特的API,如果你使用我们的API,价格非常便宜。

Exotic APIs using if you so if you're using our API, it's very cheap.

Speaker 1

但如果你使用我们的用户界面,我们的利润率会稍高一些,因为人们通常不太愿意在用户界面上花很多钱。

But if you use our UI, we have a bit of a higher margin because people generally don't spend a lot of money on on UIs.

Speaker 1

他们更愿意在集成开发环境(IDE)和通过API上花钱。

They're spending more money in the in the IDEs and through the API.

Speaker 1

所以,我们的利润将来自这里。

So that's where we'll make our money.

Speaker 1

我还觉得,未来我们能够创造出非常专业化的AI工具,解决一些通用模型无法应对的细分问题。

And I also think that there's a future where we'll be able to create really specialized tools, AI tools, that can solve very niche problems in a way that a generic model cannot solve those problems.

Speaker 1

当你创造出这类工具时,也可以在这些工具上加上不错的利润空间。

And when you create those types of tools, you could also put a nice margin on top of those as well.

Speaker 0

是的,这对我来说很有道理。

Yeah, that makes a lot of sense to me.

Speaker 0

我的意思是,这一直都是硅谷风投的法币模式,对吧?

I mean, this was always the Fiat Silicon Valley VC model, right?

Speaker 0

那就是不惜一切代价追求增长,花大把大把的钱补贴用户增长。

Which is growth at all costs, spend a shit ton of money, subsidize user growth.

Speaker 0

我只是觉得我们从未见过这种规模的增长。

I just don't think we've ever seen it at this level.

Speaker 0

我的意思是,如果这些数据属实,用户最高支付200美元的订阅费,却能获得价值5000美元的返还代币,那就意味着他们在为增长而花钱。

I mean, if those numbers are correct and it's you know, power users are getting $5,000 worth of clawed tokens for their $200 max subscription, that means that they're spending for growth.

Speaker 0

他们目前的支出高达六万美元。

They're currently spending $60,000.

Speaker 0

他们每个高级用户亏损六万美元,这确实令人震惊,我知道AI领域现在有大量的资本在流动。

They're losing $60,000 per power user, which is just, I mean, I know there's a lot of capital sloshing around over in AI land.

Speaker 0

但我很难想象这种模式能长期维持下去。

But it's hard to imagine them lasting very long with that model.

Speaker 0

就像你所说的,我们确实看到有些人一生都依赖Claude或Gemini之类的模型,然后条款变了,或者他们被莫名其妙地封禁了。

And like you said, I mean, we have been seeing people get locked in their whole life is in Claude or Gemini or something, and then the terms change or they get a vague ban hammer or something.

Speaker 0

然后他们就会陷入困境。

And then they're going to have a bad time.

Speaker 0

这种情况可能会加速并变得更糟。

And it's probably that probably accelerates and gets worse.

Speaker 0

谈到模型的竞争力,我想说过去一年里我们看到的最令人振奋的一件事是:轻量级开源模型的整体水平显著提升了。

On the note of model competitiveness, I will say the single biggest thing I think we've seen over the last year, which has been really cool to see is the lighter weight open models, the floor has been risen.

Speaker 0

所以,我认为目前最新的Claude或OpenAI模型与开源领域可用的模型之间仍然存在显著差距。

So there's still, I feel like a significant gap between the latest Claude or the latest OpenAI model and what's available out there in open source land.

Speaker 0

但即使我们假设开源轻量模型不再有任何改进——这简直荒谬,毕竟我们肯定会看到进步。

But even if we saw no improvements to the open source lightweight models, which is ridiculous, of course, we're going to see improvements.

Speaker 0

我认为它们改变了所有事情。

I think they change everything.

Speaker 0

我的意思是,它们已经非常有能力了。

Mean, they're already incredibly competent.

Speaker 0

所以这真正改变了社会的运作方式。

So it really just changes how society functions.

Speaker 1

我觉得它们确实比以前聪明多了。

I I think they're, I think they're certainly much smarter than they used to be.

Speaker 1

但我发现,随着工具变得越来越复杂,它们的愚蠢之处就开始显现了。

But I find that as the tools get more complicated, they really start showing their stupidity.

Speaker 1

例如,当你把这些开源模型接入OpenClaw时,我对这个故事太熟悉了,因为过去四个月里,OpenClaw确实让PPQ火爆了一阵。

For example, when you plug these open source models into OpenClaw, I know this story way too well because OpenClaw actually caused PPQ to pop off quite a lot over the last four months.

Speaker 1

我们的许多用户都在启动OpenClaw,然后把我们的API密钥放进去,尝试各种不同的模型。

And a lot of our users are spinning up OpenClaws and then they're throwing our API key in there and they're trying all different models and such.

Speaker 1

但除非你是个非常富有的人,否则你根本无法在Sonnet或Opus上运行OpenClaw。

But you cannot run OpenClaw with on Sonnet or Opus purely unless you're like a very rich man.

Speaker 1

所以他们在用Kimi,也在用MiniMax。

So they're using Kimi, they're using MiniMax.

Speaker 1

而OpenClaw在这些模型上其实很蠢,会犯很多错误。

And OpenClaw is actually pretty dumb with those models and it makes a lot of mistakes.

Speaker 1

然后,不幸的是,我同时也是客服主管。

And and then, yeah, unfortunately, I've been I'm I'm also head of customer service.

Speaker 1

所以我是那个每个人都会来找的人,他们会说:嘿,这个东西没法工作。

So I'm the guy that everybody comes to and they're like, hey, this thing is not working.

Speaker 1

而我很难解决,因为这可能是PPQ的问题。

And it's super hard for me to solve because it's it's, it could be a PPQ problem.

Speaker 1

也可能是我们最近收到的批次问题,但也可能是模型本身出了问题。

Could be some recent shipment we get, but it could also be the model itself is is messing up.

Speaker 1

也可能是最近的OpenClaw更新造成的。

It could be a recent OpenClaw update.

Speaker 1

OpenClaw本身简直就是一堆bug和迟钝的垃圾。

That thing is like OpenClaw itself is like a hot pile of trash in terms of bugs and such and sluggishness.

Speaker 1

所以,这就像一个充满问题的黑箱。

And so, yeah, it's like it's a very it's like a black box of problems.

Speaker 1

是的。

Yeah.

Speaker 1

所以我跑题了。

So I'm getting away from my point.

Speaker 1

但我想说的是,开源模型在真正经受考验、需要大量上下文才能做出决策时,就会明显变得很笨拙。

But all I'm saying is that the open the open source models, like, when you've really put them to the test, and they really need a lot of context to make like decisions and such, you can really start to see them become dumb.

Speaker 0

对。

Yeah.

Speaker 0

我在使用OpenClaw进行实验时也注意到了这一点。

I mean, I've noticed that as well with my experimentation on OpenClaw.

Speaker 0

但说到OpenClaw初期,我那时候只用Opus,那真是一笔天价开支。

And yet, to your point, my like beginning of OpenClaw, I was just hitting Opus, and it just cost a shit ton of fucking money.

Speaker 0

当然,你知道的,人类总是喜欢在极端之间反复摇摆。

And then of course I did the you know, humans love flip flopping from extremes.

Speaker 0

所以我后来试了MiniMax,结果太蠢了。

So then I like went to mini max and then it was retarded.

Speaker 0

而且中间其实有一条合适的路径。

And like, there's a happy path in the middle.

Speaker 0

但你说得对,我觉得像PPQ这样的东西在这方面表现特别出色。

But to your point, I mean, I think this is where something like PPQ really excels.

Speaker 0

它发布了一个,我想是个混合模型。

Released a, I guess like it's like a blended model.

Speaker 0

我不太会解释,但你基本上用OpenClaw设置好后,它就知道什么时候该调用更智能、更昂贵的模型,什么时候该用更便宜、没那么智能的模型。

I don't know how how to explain it, but like I you you basically you set it up with OpenClaw and then like it knows when it's supposed to hit the smart models, the more expensive models, and it knows when it should hit the cheaper, less smart models.

Speaker 0

这到底是怎么运作的?

How does that work?

Speaker 1

是的。

Yeah.

Speaker 1

所以它叫AutoClaw。

So it's called AutoClaw.

Speaker 1

我们实际上是借用了它。

We actually borrowed it.

Speaker 1

好吧,这段代码的核心来自我们找到的一个开源项目。

Well, like, the the core of the code comes from an an open source project that we found.

Speaker 1

但我们给它添加了我们自己的PBQ调整和一些其他改进。

But we we added our PBQ tweaks to it and such.

Speaker 1

但基本上,它内置了一个智能路由系统。

But, basically, it has a smart router on it.

Speaker 1

所以它会分析输入内容。

So it looks at the input.

Speaker 1

它会查看用户提出的问题,并进行关键词搜索——本质上是一个极快的、耗时仅一毫秒的关键词搜索。

It looks at the question that the user's asking, and it does a keyword search essentially, a really extremely fast one millisecond keyword search on the input.

Speaker 1

输入中包含某些特定术语。

Certain terms that exist in that in that input.

Speaker 1

如果这些术语表明这是一个复杂的问题,它就会将问题转交给昂贵的模型处理。

And then if the terms kind of indicate that this is a complicated question, then it kicks it to the to the expensive model.

Speaker 1

如果是非常简单的问题,就会交给廉价模型处理。

And if it's a super easy question, then it kicks it to the cheap model.

Speaker 1

起初,它意外地大受欢迎,因为人们发现它能帮他们节省80%甚至更多的成本。

And it's actually been at first, it was wildly like popular people were loving it because it was saving them like 80% in costs or more.

Speaker 1

这确实释放了巨大的潜力。

And that's really releasing that.

Speaker 1

这是我们最受欢迎的博客文章。

It was our number one like blog post ever.

Speaker 1

每个人都喜欢它。

Everybody loved it.

Speaker 1

但上个月左右,OpenClaw做了更新,之后系统就开始出问题,各种故障频发。

And then OpenClaw did an update in the last month or so, and then it started breaking down and all sorts of problems were happening.

Speaker 1

是的。

Yeah.

Speaker 1

我想我已经把它修好了,但情况仍然很模糊。

So I think I got it fixed, but it's still very murky.

Speaker 1

而且,是的,这占用了我大量时间,因为我现在得成为OpenClaw的专家。

And, yeah, it it's it takes a lot of my time to because I have to be an OpenClaw expert now.

Speaker 1

但你知道,这也是工作的一部分。

But, you know, that's that's that's part of the job.

Speaker 1

所以,是的,这基本上就是它的运作方式。

So but, yeah, that's that's basically how it works.

Speaker 1

而PBQ的妙处在于,我既可以使用专有模型,也可以使用开源模型。

And that is the nice thing about PBQ is I have both the proprietary models and the open source models at my disposal.

Speaker 1

所以我可以把任何想要的模型放进这个自动路由系统,还能实时更新,而用户无需操心这些。

So I can throw in whatever models I want into that auto router, and and I can update them on the fly and and that the users don't have to do that.

Speaker 1

这一点也非常关键。

That's also very key.

Speaker 1

对吧?

Right?

Speaker 1

他们并没有处于知识的前沿。

They're not they're not on the cutting edge of of knowledge.

Speaker 1

所以我正在根据我最好的知识替他们做决定。

So I'm kind of trying to make the decisions for them based on my best knowledge.

Speaker 1

所以,我会尽可能地接入最新最好的模型,以确保他们的爪子正常运行。

And so, yeah, I'm plugging in the latest and greatest models the best that I can to keep their claws working.

Speaker 0

是的。

Yeah.

Speaker 0

我的意思是,这太疯狂了。

I mean, that's wild.

Speaker 0

顺便说一下,关于招聘,接下来你应该招聘的是客服人员。

I think, by the way, to on the hiring point, like, customer service guys, the next thing you should hire for.

Speaker 0

所以你不是自己在做这些事。

So you're not doing it yourself.

Speaker 1

不过我喜欢这样。

I like it, though.

Speaker 1

我真的能感受到客户的需求,是的,我喜欢和客户交谈时的声音。

I really get a feel for the customers, yeah, I like my voice when I talk to the customers.

Speaker 1

但这正慢慢把我逼疯,因为这是一份24小时不停的工作。

But it is driving me slowly insane because it's a twenty four hour job.

Speaker 1

你知道,我不会在凌晨三点醒来回复消息,但这些消息确实随时都可能发生。

You know, I'm not waking up 3AM to answer messages or anything, but they do happen all the time.

Speaker 1

当我专注于工作时,消息突然弹出来,我就得切换上下文去处理他们的问题之类的。

And I'm like, you know, focused in work and then a message pops up and I got a context switch to answer their problem or whatever.

Speaker 1

但确实如此,

But yeah,

Speaker 0

创始人亲自处理客服在初期确实有其价值。

there's definitely some merit to the founder managing support, at least in the beginning.

Speaker 0

我们的投资组合里有Strike,他们是一家比你大得多的公司。

I mean, we're the largest investor in strike, and they're a significantly larger company than you.

Speaker 0

但他们依然在与客户打交道。

And they deal with people

Speaker 1

那可不是接电话。

that's not answering the phone.

Speaker 0

他确实如此,但我的观点是,直到六个月前,他还在亲自回复客户支持请求。

He was but my point was he was until like six months ago, he was responding directly to support requests.

Speaker 0

而且这是其中一个迹象,表明你的工作量已经满了。

And it was one of the things that was like, okay, you you got your plate full.

Speaker 0

招聘客服人员并不容易,因为你需要他们既具备技术能力,又真正关心公司业务,这种组合很难找到。

It's not easy hiring for customer support because you need them to be technically competent and actually care about the business too, which is a difficult mix to find.

Speaker 0

关于AutoClaw这个点,你觉得这就是我们未来的方向吗?

To the point on the AutoClaw, do you think is this where we're going?

Speaker 0

我的意思是,对我来说,这看起来就是未来的模样。

I mean, to me, that feels like that's what the future looks like.

Speaker 0

我不确定是否完全就是那样,但看起来确实如此。

It looks like I don't know if it looks exactly like that.

Speaker 0

但看起来人们会根据场景选择不同的模型,而不是只依赖Claude这个顶级模型来处理所有事情。

But it looks like people using a variety of models where they make sense rather than just having Claude, the top model Claude do everything for them.

Speaker 1

是的,当然。

Yeah, certainly.

Speaker 1

这绝对是未来。

That's absolutely the future.

Speaker 1

对。

Yeah.

Speaker 1

这完全取决于路由的智能,对吧?

It's all about the intelligence of the routing, right?

Speaker 1

这才是关键点。

That's the key point.

Speaker 1

我认为许多用户更愿意多花钱,以确保获得高质量的回答,而不是遭遇灾难性的错误,对吧?

I think many users want, they would on the side of paying more in making sure that they were getting a quality answer than having catastrophic mistakes happen, right?

Speaker 1

所以你需要以这种方式调整路由,就我个人而言,我几乎觉得我们可以有不同的模式。

So you have to tweak the routing that way where I personally, I almost like we have different modes.

Speaker 1

我们有节能模式、普通模式和高级模式。

We have eco mode, we have regular mode, and then we have premium mode.

Speaker 1

但我几乎想重新设计高级模式,让默认设置为使用昂贵的模型。

But I would almost like, I kind of want to retool the premium mode and say, like, the default should be use the expensive model.

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Speaker 1

然后你需要找到一些简单的指标来降级。

And then you have to find simplistic indicators to downgrade.

Speaker 1

对吧?

Right?

Speaker 1

这样就能在一定程度上保证,虽然不能完全保证,但能获得更高的准确性。

And that that would kind of guarantee that you're getting that maybe not guarantee, but much stronger accuracy.

Speaker 1

但路由并不容易。

And but the routing is not easy.

Speaker 1

我目前的做法只是基于基本的关键词启发式规则,完全不科学。

The way I'm doing it right now, it's just like basic keyword heuristics, which is like not scientific at all.

Speaker 1

它对于当前的用途还算凑合,但未来会更加复杂。

It does a decent job for what it is, but the future it's gonna be much more.

Speaker 1

我认为,整个AI研究领域都会投入到这个方向。

I think I can see a whole field of AI research going into this area.

Speaker 1

这不仅意味着你必须做出这些决策,还必须极其迅速地做出。

Is this not only that you have to make these decisions, but you have to make them super fast.

Speaker 1

你实际上是在执行查询之前先运行了一次查询。

You're basically running a query before you run the query.

Speaker 1

对吧?

Right?

Speaker 0

关于我既想省钱又想保持能力这件事,你怎么看?

What are your thoughts on like, so in my quest to save money, but also have competence.

Speaker 0

因为我已经完全放弃了订阅模式。

Cause I've, I basically opted out of the entire subscription model.

Speaker 0

在我的整个自学过程中,我一直按令牌付费,一开始非常昂贵。

So I've been paying per token my entire self learned education experience, and it was very expensive at first.

Speaker 0

我越来越喜欢Gemini Flash 3了。

I've really grown to love specifically Gemini flash three.

Speaker 0

它速度快、价格便宜,而且能力相对可靠。

It's fast, it's cheap, and it's relatively competent.

Speaker 0

它不会犯像Mini Max那样的灾难性错误,甚至不会犯像Kimmy那样的错误,而且比Kimmy还便宜。

Like it doesn't make disastrous mini max mistakes or even Kimmy level mistakes and it's cheaper than Kimmy.

Speaker 0

未来的模式会不会是使用像这样的模型,它相对胜任、相对快速、相对便宜,先做一次预筛选,然后像四分卫一样做出最终决策。

Is the future something like using a model like that that's relatively competent, relatively fast, relatively cheap, and that's like pre screening stuff and then making the it's like the quarterback.

Speaker 0

而不是像基于关键词那样的基础操作。

Then it's like making the executive decision rather than a basic keyword type of thing.

Speaker 1

我不知道。

I don't know.

Speaker 1

再说一遍,我说过,这是一个复杂的问题。

Again, like I said, I I think it's a complicated question.

Speaker 1

所以我真的不知道,但很高兴你喜欢Flash。

So I really don't know, but I'm glad you're enjoying Flash.

Speaker 1

它确实非常便宜。

It is very cheap.

Speaker 1

而且它实际上是我们的一个模型,价格比你支付给谷歌的还低30%,因为我们有一大笔免费积分正打算用掉。

And it's actually one of the models that we have 30% off even below what you pay Google, because we have a bunch of free credits that we're trying to burn through.

Speaker 1

所以这大概就是它特别便宜的原因。

So that's why it's probably especially cheap.

Speaker 1

但说实话,我真的不知道。

But yeah, I really don't know.

Speaker 1

正如我所说,这需要快速完成。

Like I said, it needs to be done quickly.

Speaker 1

对吧?

Right?

Speaker 1

所以,如果你在执行真实查询之前先运行一个闪查,就会引入延迟,对吧?

So like, if you have to run a flash query before your real query happens, you're introducing latency, right?

Speaker 1

所以这 definitely 是一门艺术。

So it's definitely an art.

Speaker 0

在所有这些因素中,对吧?

Out of all the things, right?

Speaker 0

比如,当你在搭建系统时,成本、能力、延迟可能是三个主要的权衡因素。

Like if you have cost, you have competency and you have latency, Like maybe those are the three main trade offs when you're like trying to do your setup.

Speaker 0

我认为对最终用户来说,延迟可能是他们最愿意妥协的一点。

I think for end users, probably latency is the one they're most willing to take a hit on.

Speaker 0

有很多任务,说到底,我只要启动它们,然后就去继续生活,照顾孩子之类的,或者去做别的事情。

There's a bunch of tasks that like, at the end of the day, I just send the thing running and then I go live my life and, you know, take care of kids and whatnot, or do another task.

Speaker 0

是的。

Yeah.

Speaker 0

我愿意省钱,但保持能力。

I'd be willing to save money, but maintain competency.

Speaker 0

我完全愿意做出牺牲。

Like I would a 100% be willing to sacrifice.

Speaker 0

是的。

Yeah.

Speaker 0

几分钟。

Minutes.

Speaker 0

是的,你可能会

Yeah, you might

Speaker 1

就在那里。

be right there.

Speaker 1

而且在一个你设置好就不管它、过十五到二十五小时后再回来的世界里,让那个所谓的笨模型尝试一下是有道理的。

And also in a world where you're, where you're setting it and forgetting it, and you're coming back fifteen, twenty five hours later, then it does make sense to let the dumb model, so to speak, have a crack at it.

Speaker 1

因为现在我们已经到了可以甚至用笨模型以无懈可击的方式测试笨模型的地步。

Because now we're getting to the point where you can even use the dumb models to test the dumb models in, you know, foolproof ways.

Speaker 1

对吧?

Right?

Speaker 1

所以如果你能让笨模型构建一些东西,然后你为它写测试,或者它自己写测试。

So if you can have the dumb model build something, and then you can write tests for it, or it will write tests for it.

Speaker 1

如果它通过了所有测试,那它就认为自己做得不错。

And then if it passes all the tests, then it determines that it did a good job.

Speaker 1

如果它没通过测试,也许它会升级模型再试一次,对吧?

And if it doesn't pass the test, and maybe it upgrades the model and tries again, right?

Speaker 1

所以是的,我同意。

So yeah, I agree.

Speaker 1

也许延迟是所有这些因素中价值最低的。

Maybe latency is the least valuable of all those.

Speaker 0

你知道,某些任务,比如自动驾驶,显然延迟很重要。

You know, certain tasks, like if it's self driving, then obviously, latency matters.

Speaker 0

因为如果系统有延迟,就可能发生车祸。

Because then you're in a car accident, if the thing has latency.

Speaker 0

但我认为,对于很多情况,人们愿意接受这种延迟带来的影响。

But I think for a lot of things, people are willing to take the hit for it.

Speaker 0

你最近推出的另一个让我很兴奋的功能是,你加入了在安全围栏中运行的模型,类似于Maple一直在做的。

The other big feature you launched recently that I was excited about is you added these models that are run-in secure enclaves similar to what Maple has been doing.

Speaker 0

你如何在你的整个产品体系中看待这一功能,以及你们是如何实现的?

How do you think about that in your full product suite and how you implemented

Speaker 1

我很高兴我们能使用一个能抽象掉很多复杂性的提供商。

I think it's I'm glad that we were able to use a provider that abstracts away a lot of the complexity there.

Speaker 1

因为PPQ正试图在很多方面都做得很好。

Because what PPQ is trying to do many different things at a pretty good job on many things.

Speaker 1

所以我们没有时间去深入研究安全围栏是如何工作的这些细节。

And so we didn't have time to dig into how the secure enclaves work and this and that.

Speaker 1

所以我们找到了一个帮我们完成大部分工作的供应商。

And so we found a provider that did a lot of that for us.

Speaker 1

因此我们能够顺利推出这个功能。

And so we were able to get that out the door.

Speaker 1

到目前为止,它实际上相当受欢迎。

So far, it's actually quite popular.

Speaker 1

通过API设置起来很困难。

It's hard to set up through API.

Speaker 1

所以当你使用我们的用户界面时,情况是这样的:用户在将内容发送给我们之前需要先加密。

So when you come to our UI, we do so the thing is, is the user needs to encrypt their content before they send it onto us.

Speaker 1

对吧?

Right?

Speaker 1

因此当他们在浏览器中使用PPQ时,我们可以帮他们完成加密。

And so when they're using, you know, PPQ in the browser, we can do that encrypting for them.

Speaker 1

但当他们通过API使用时,我们必须构建一个特殊的代理,他们基本上需要克隆自己并部署它。

But when they're using it through the API, we had to build out this special proxy that they basically clone themselves and deploy.

Speaker 1

所以现在每次他们通过我们发起API请求时,都会先经过这个代理来加密所有内容。

So now every time they run an API request through us, it's running through that proxy first to encrypt everything.

Speaker 1

因此,在API端需要多做一些设置。

So it's a little bit extra setup on the API side.

Speaker 1

但,是的,我对这些模型非常兴奋。

But, yeah, I am very excited about these models.

Speaker 1

我认为,特别是OpenClaw,向我们展示了当AI能够开始解决个人问题时,它就会真正进入主流。

I think that OpenClaw especially shows us that AI is like gonna really hit mainstream when it can start solving personal problems.

Speaker 1

对吧?

Right?

Speaker 1

但个人问题正是你最需要隐私的地方。

But personal problems are where you want the most privacy.

Speaker 1

因此,这些模型除了人们当前的使用方式外,还会有许多其他应用场景。

And so, these models, there are gonna be many use cases for them beyond what people are currently using them for.

Speaker 1

我认为这将非常强大。

And that's gonna be very powerful, I think.

Speaker 1

你可以将这些功能应用于大量的个人应用数据。

You'll be able to run this stuff on a lot of your personal app data.

Speaker 1

而且你可以相当有信心地认为,只有你自己才能访问这些数据。

And you will be able to do so with relative confidence that only you will have access to it.

Speaker 1

所以,我对这些模型非常看好。

So yeah, I'm very bullish on these models.

Speaker 1

而且,我们一直对人们采纳这些模型的速度感到惊喜。

And yeah, we we've been we've been pleasantly surprised by how quickly people had adopted them.

Speaker 0

是的。

I yeah.

Speaker 0

我的意思是,我觉得这对我来说很有道理。

I mean, look, I think that makes a lot of sense to me.

Speaker 0

我不确定,像我这样的人有多少意识到这个问题的存在。

I don't know how I like I'm kinda interested, like, how many people are even aware of the concern at this point.

Speaker 0

我觉得很多人只是把他们的生活数据上传到专有模型,通常是在一个订阅账户下,每一次搜索、提示和数据都与同一个用户绑定。

Like, I think a lot of people are just, like, uploading their lives specifically to the proprietary models, usually under a subscription account that every search and prompt and data is all tied to the same user.

Speaker 0

但我确实认为这个愿景与Maple团队的看法不同。

But I do think the dream and I disagree actually with the Maple guys on this.

Speaker 0

这个愿景是把所有东西都集中在一个地方。

The dream is to have it all in one place.

Speaker 0

你知道的。

You know?

Speaker 0

我认为这里存在不同的观点。

I think there's different schools of thought here.

Speaker 0

但我确实喜欢你们在PPQ上做的这种方式。

But I do like how you did it with PPQ.

Speaker 0

我的意思是,我注意到Venice——可能是你们最大的竞争对手之一——也做了类似的事情。

I mean, I noticed Venice, which is probably one of your bigger competitors has done similar.

Speaker 0

但我喜欢你们能够使用那些能力更强的专有模型这一理念。

But I like the idea that you have the ability to use the proprietary models that are significantly more competent.

Speaker 0

然后在同一界面中,还能使用运行在这些安全围栏中的开源模型来处理更私密的内容。

And then you in the same interface, be able to use the, you know, open source models that are running in in these tees, the secure enclaves for more private stuff.

Speaker 0

我认为这又回到了之前关于成本、能力和延迟的讨论。

And I think it goes back to the earlier conversation with cost and competency and latency.

Speaker 0

我的理想是有一个类似四分卫的角色在后台自动运作,它会判断哪些任务应该私有化,哪些应该使用专有且更昂贵的模型,而哪些甚至应该本地化,对吧?

Like my dream is that I have some kind of quarterback that's just automating in the background and is probably a model, I think, which things are going private, which things are going proprietary and more expensive and less private, maybe even local, right?

Speaker 0

你知道的,把本地化也融入其中。

You know, like mixing local in there.

Speaker 0

也许这个四分卫是本地运行的,但所有这些功能都应该整合在一个界面、一个平台上,默默地为我完成一切。

Maybe the quarterback's local, but it should all be kinda in one interface, one platform that is kind of doing it all in the background for me.

Speaker 1

是的,我以前从未这么清晰地思考过这个问题。

Yeah, I've never thought about it that clearly.

Speaker 1

但我认为你说得完全正确。

But I think you're absolutely right.

Speaker 1

这对我来说非常有道理。

That makes a lot of sense to me.

Speaker 1

这些模型各有不同的能力和权衡。

These models have different capabilities and different trade offs.

Speaker 1

而且大多数人将因能够使用所有这些模型而受益。

And you should most people will benefit from having access to all of them.

Speaker 1

没错,真正的秘诀在于有一个小小的‘四分卫’为你做出这些决策。

And yes, the secret sauce will definitely be when there's a little quarterback making those decisions for you.

Speaker 1

这样你就无需了解每个模型的具体功能了。

So you don't have to have all this competency about what each model is doing.

Speaker 0

你始终需要有

You'll always need have

Speaker 1

有些情况是,正如你所说,许多用户甚至没有意识到,当他们放弃这些数据时,自己承担了怎样的成本。

some of You'll always need to have the users, as you say, many of them are not even aware of the costs that they are bearing when they give up this data.

Speaker 1

但我认为,人们会越来越意识到这一点,而且他们已经开始意识到了。

But I think, you know, people will become more aware of that and they already are.

Speaker 1

因此,未来几年,这将成为每个人逐渐形成的思维框架。

And so, yeah, it's going to be this mental framework that everyone evolves to in the coming years.

Speaker 1

我的哪些数据是仅本地使用的?我的哪些数据被发送到了云端?等等。

What data of mine is local only what data of mine is, am I sending to the cloud, etc?

Speaker 0

是的,我的意思是,这对我来说已经超出了人工智能的范畴,它关乎我更广泛的自由科技运动经验,包括构建项目、进行用户教育以及直接与终端用户打交道。

Yeah, I mean, like, this is a bigger this goes bigger than AI to me, you know, it's, it's my greater experience in the freedom tech movement and building projects and doing user education and dealing with users, end users directly.

Speaker 0

比如,无论是比特币、Nostr还是Tor,这些加密通信技术历来都需要用户承担极大的个人责任。

Like our biggest, whether that's bitcoin or Nostr or Tor, you know, message encryption, all these things historically have required immense personal responsibility.

Speaker 0

而结果就是,个人责任总是更难做出的决定,因为你必须自己承担责任,而不是让别人替你做。

And then the result is personal responsibility is always a more difficult decision because you have to take responsibility, you don't have someone else doing it for you.

Speaker 0

所以,这些工具在使用过程中充满了大量摩擦。

So what happens is we have a ton of friction throughout these tools.

Speaker 0

由于存在摩擦,我们永远无法达到那些受控且被监控的替代方案那样的规模,因为那些方案实在太简单了。

And then because there's a friction, we'll never hit the level of scale that the controlled and surveilled alternatives have because they're just easy.

Speaker 0

我总是说,我喜欢本,但如果你得看两个小时的BTC教程视频才能用一个工具,那我们已经完蛋了。

And I always say, I love Ben, but if you have to watch a two hour BTC sessions video to use a tool, like we're already fucked.

Speaker 0

你已经输了。

Like you're already screwed.

Speaker 0

对我来说,人工智能最酷的一点在于,我们可以通过使用开源模型、将模型部署在安全围栏中,来大幅减少整个技术栈中的摩擦,从而把大量决策从用户手中移走。

And to me, one of the coolest aspects of AI is that we could reduce a lot of the friction across the stack by using open source models, by using models that are in secure enclaves to kind of remove a lot of that decision making from the user.

Speaker 0

但当然,仍然会存在一定程度的个人责任。

But of course, there's still going to be a level of personal responsibility.

Speaker 0

我只是觉得我们可以大大减少这种责任。

I just think we can reduce that significantly.

Speaker 1

是的,当然。

Yeah, for sure.

Speaker 1

对,我同意。

Yeah, I agree.

Speaker 0

是的,我的意思是,我不确定你是怎么想的,我们刚才简单提到了 OpenClaw。

Yeah, I mean, I don't know how are you thinking about I mean, so we briefly mentioned OpenClaw.

Speaker 0

我的意思是,自从我们上次录制以来,这可能是今年最大的亮点之一。

I mean, I think that was probably one of the big highlights of the year since we last recorded.

Speaker 0

我的意思是,你显然对它有一些担忧,但从宏观层面来看,一个能在你电脑上运行、可配置的开源代理——而且它还是我们见过增长最快的开源项目之一——这种景象非常令人振奋,也彻底改变了这个领域的讨论和叙事。

I mean, you didn't you clearly have your concerns about it, but I think as on a high level, just the idea of a open source configurable agent that lives on your computer and has, I mean, one of the fastest growing open source projects that we've ever seen is pretty cool to witness and changes a lot of the conversation and narrative around the space.

Speaker 0

你觉得这会是昙花一现吗?

Do you think it's a flash in the pan?

Speaker 0

你认为这实际上是未来趋势的预兆吗?

Do you think it's actually a taste of what's to come?

Speaker 0

你怎么看这个问题?

How do you think about it?

Speaker 1

是的。

Yeah.

Speaker 1

不,我认为这绝对不是一时的热潮。

No, I don't think it's a flash in the pan at all.

Speaker 1

我对它的抱怨只是它太容易出bug,以及给我带来了多少客户服务上的问题。

My gripes with it are just how buggy it is and how much customer service problems it causes me.

Speaker 1

这是个好问题,因为人们正在逐渐接受它。

It's a good problem because it's it's people are warming to it.

Speaker 1

他们在尝试,他们想要,他们想要一个AI个人助手。

They're trying they want to they want an AI personal assistant.

Speaker 1

这就是每个人想要的。

That's what everybody wants.

Speaker 1

所以,不,这些东西只会变得越来越好。

And so, no, these things are only gonna get better.

Speaker 1

它们会变得更少bug。

They're gonna get less buggy.

Speaker 1

它们会变得更强大。

They're gonna become more capable.

Speaker 1

而且,普通人将用他们的AI助手做令人难以置信的事情。

And, I mean, normal people are going to be doing incredible things with their AI assistants.

Speaker 1

它将大大减少每个人生活中的各种麻烦。

And it's going to be removing a tremendous amount of friction in everybody's lives.

Speaker 1

当你能有一个东西,帮你预订航班,并且真正正确地完成时。

When you can have something, schedule your flights for you, and actually do it correctly.

Speaker 1

这些所有的梦想都还尚未实现。

And like, these are all the dreams, but it's not happened yet.

Speaker 1

但你知道,帮你预订Airbnb并正确完成。

But, you know, book your Airbnb for you and do it correctly.

Speaker 1

我最大的愿望是,每天早上能有一个为我生成的播客,包含所有我关心的内容,只需五分钟。

Give you a the my my big want is I want a morning podcast that's generated for me with all the things that I care about, five minutes every morning.

Speaker 1

这算是我个人的一个小项目。

That's kind of my little personal project.

Speaker 1

但世界上有这么多类似的想法,对吧?

But there's so many of these ideas out there, right?

Speaker 1

而这只会让我们有更多时间去做自己真正想做的事。

And it's only going to make us able to live our lives doing more of the things that we want to do.

Speaker 1

而AI助手会帮我们处理很多琐事。

And the AI assistants are gonna, you know, handle a lot of the for us.

Speaker 1

所以,不,我认为这将是一场巨大的变革,无论是否由OpenClaw主导,也许它会是。

So no, I think that it's going to be a huge, huge movement, whether it's OpenClaw specifically, maybe it will be.

Speaker 1

但目前已经有一打以上的个人助手代理存在了。

But there's already a dozen other personal assistant agents out there.

Speaker 1

所以我们拭目以待,看哪些能胜出。

So we'll see which ones win out.

Speaker 1

但这其实并不重要。

But it doesn't really matter.

Speaker 1

我们知道这一切都会变得好得多。

We know that it's all going to get much better.

Speaker 1

即使在六个月后,我也无法想象它们会变得多么出色。

Even in six months, I can't imagine how much better they're going to be.

Speaker 0

是的。

Yeah.

Speaker 0

不,我的意思是,我同意。

No, I mean, I agree.

Speaker 0

这就是我喜欢这种节奏的原因。

That's why I like this cadence.

Speaker 0

哦,希望我们一年后再做一次。

Oh, you know, hopefully we'll do it again in a year.

Speaker 0

发生的事情太多了。

So much happens.

Speaker 0

真有趣,你提到了个性化播客来为你更新信息。

The it's funny you mentioned the personalized podcast to update you.

Speaker 0

事实上,我做的第一件事就是建立了一个AI新闻台,给我推送更新,然后我把它公开了。

Cause one of the first things I did was like, I built a AI news desk that is giving me updates, and then I made it public.

Speaker 0

它在colyr.com上。

It's at colyr.com.

Speaker 0

但它显示的是基于文本的。

But it says text based.

Speaker 0

OpenClaw?

OpenClaw?

Speaker 0

是的。

Yeah.

Speaker 0

我有好几个。

I have I have multiple.

Speaker 0

我有一个顶级新闻台代理,下面还有多个子代理。

I have a top top news desk agent, and then he has sub agents underneath him.

Speaker 0

他觉得自己就像沃尔特·克朗凯特那样的人物。

And he thinks he's like a Walter Cronkite type of individual.

Speaker 0

他正在收集各种不同的数据。

And he's like pulling in a bunch of different data.

Speaker 0

然后每三小时,他们会通过Nostr发送更新。

And then every three hours, they're sending out updates on Nostr.

Speaker 0

这些是经过签名和哈希的Nostr帖子,内容非常简短。

So they're signed, hashed, hashed and signed Nostr posts, just very brief text.

Speaker 0

有趣的是,每三小时他们都会生成一份新的新闻简报并保留所有历史记录。

And what's cool is every three hours they're making this newswire that they're sending out, and they're keeping all the old ones.

Speaker 0

因此,他们正在不断学习并随着时间推移变得越来越先进。

So they're learning and getting more advanced over time.

Speaker 0

起初,我敢肯定他们以为——我说的是他——这些没有灵魂的机器人奴隶以为这是有史以来的第一场战争,因为他们一出生就身处伊朗冲突之中。

At first, I'm pretty sure they think, say he, I'm pretty sure these soulless robot slaves like think this is the first war ever that's ever happened, because they were born into the Iran conflict.

Speaker 0

所以他们觉得,在战争时期,黄金价格正在暴跌。

So they're like, they're like, gold is crashing in the war era.

Speaker 0

那里确实还有一点工作要做。

Like, there's a little bit of work that needs to be done there.

Speaker 0

但这相当酷。

But it's quite cool.

Speaker 0

对我来说,这很有趣,对吧?

And to me, it's interesting, right?

Speaker 0

因为很多人一上来就想着,哦,要监控局势。

Because a lot of people have approached it, oh, monitoring the situation.

Speaker 0

我们需要用人工智能来监控局势。

We need to monitor the situation with AI.

Speaker 0

他们推出了像World Monitor这样的工具,还有许多分叉和其他东西。

And they release like World Monitor, and there's a bunch of forks and all this other stuff.

Speaker 0

但它提供的信息量太大了。

And what it does is it's all it's like gives you way too much information.

Speaker 0

在我看来,这项技术令人振奋的方面恰恰与此相反。

And to me, the cool liberating aspect of this tech is actually the opposite of that.

Speaker 0

我不想花几个小时去看那些船运模式之类的乱七八糟的东西。

I don't wanna spend hours looking at, you know, ship patterns and all this other shit.

Speaker 0

我想让我的代理直接告诉我:嘿,你需要知道这个。

Like, I want my agents to just tell me, yo, you need to know this.

Speaker 0

你不需要看任何广告,也不用折腾这些玩意儿,然后你就可以去好好生活了。

You don't have to watch any ads or go through any of this stuff, and then you can go live your life.

Speaker 0

所以我从完全相反的角度来看待这个问题。

So I kind of looked at it from the exact opposite of that.

Speaker 0

让它们处理所有信息,然后给我一个精炼的简报。

Let them deal with all the information and then let them give me a distilled kind of brief on it.

Speaker 0

但是关于

But on

Speaker 1

所以你的Newswire项目下一步可以使用我们的TTS模型。

So you could use the next step could be for your Newswire thing, you could use our TTS model.

Speaker 1

我们有11 Labs和Deepgram,你可以把它们用来填补这个完整播客生成流程中缺失的一环:你可以生成一个播客文件,但它很难直接接入Spotify、Apple Music或其他平台。

We have both 11 Labs and Deepgram, where you could convert that to the thing that's missing, there's still a missing link in this whole awesome podcast generation thing is you can create a file of of a podcast, but it does not easily plug into Spotify or Apple Music or whatever.

Speaker 1

所以需要有人来创建这个功能,我已经有名字了,叫RSSify。

So there needs somebody needs to create, I already have a name for it, RSSify.

Speaker 1

它基本上会把一个文件转换成一个私密的RSS订阅源,只有拥有链接的人才能访问。

So it basically takes a file and then it puts it into some RSS feed that's kind of private where only the person with the link can access it.

Speaker 1

但这样你就可以直接让它自动上传到Spotify,所有的麻烦都会消失。

But then you could literally just have it auto uploading into your Spotify and and all of the friction would be gone.

Speaker 1

这正是阻止我真正真正地……嗯,还有机器人任务的问题。

That's what's prevented me from, like, really, really Well, there's the bot tasks.

Speaker 1

是的。

Yeah.

Speaker 1

你先说。

Go ahead.

Speaker 0

我的意思是,当你开始使用这些东西时,你会逐渐意识到开放协议更容易交互。

I mean, I think when you start playing with these things, you start to realize that open protocols are way easier to interact with.

Speaker 0

而且好处是,RSS是一个开放协议。

And what's nice is RSS is an open protocol.

Speaker 0

Nostr 这些东西和 Nostr 配合得非常好。

Nostr is it's all these things work really well with Nostr.

Speaker 0

当然,如果你想要隐私就不行了,但如果你只是让它们把 MP3 上传到 Blossom——这是 Nostr 的视频、图片和音频文件规范——那么将 Nostr 频道转换为 RSS 频道就非常简单。

Obviously not if you want privacy, but if you just have them upload the MP3 to Blossom, which is the Nostr media spec for videos, pictures, and and audio files, MPP threes, it's really easy to turn a Nostr feed then into an RSS feed.

Speaker 0

比如,Gigi 有一个简单的工具,他觉得特别棒,能直接把任何 Nostr 频道转换成 RSS 频道。

Like, Gigi has a simple tool that he vibed that just turns any Nostr feed into an RSS feed.

Speaker 0

好处是你不需要存储或分发这些内容。

What's nice is then you don't have to store it or distribute it.

Speaker 0

你可以和别人分享。

You could share with other people.

Speaker 0

我觉得挺酷的是,我那个小小的新闻台,我父母也在用。

Like, I think it's kind of cool that my little news desk, my parents use it.

Speaker 0

你知道,我只要发个链接给他们就行。

You know, I can just like send them a link.

Speaker 0

显然,任何使用 Oster 客户端的人都能使用它。

Obviously, anyone in an Oster client can use it.

Speaker 0

所以这只是个值得思考的问题。

So just something to think about.

Speaker 0

但对,我理解你为什么想把它放在普通的播客应用里。

But yeah, I understand why you would want it in your regular podcast app.

Speaker 0

但你甚至可以,我不知道,用 Spotify。

But you could even like, I don't know Spotify.

Speaker 0

Spotify 在播客领域就像是邪恶帝国。

Spotify is like the evil empire in terms podcasting.

Speaker 0

是的,他们允许你直接输入一个原始的 RSS 订阅链接。

Yeah, they let you just put in a bare RSS feed.

Speaker 0

但像 Apple 播客,我认为 Android 上的播客应用也允许你

But like Apple podcasts let you I think you can apply on Android lets you

Speaker 1

是的,我认为只要是在 RSS 订阅上,你就能把它添加到 Spotify。

Yeah, I think I think if it's on an RSS feed, you can get it into Spotify.

Speaker 1

是的,你提到的这个 Blossom 东西。

Yeah, I is the Blossom thing you're mentioning.

Speaker 1

那是一个我可以在手机上安装的应用吗?它能自动把内容加载到我的手机里?

Is that something that is, is that an app I can have on my phone where it automatically just loads into my phone?

Speaker 0

因为这对我来说才是关键。

Because that's the thing for me.

Speaker 0

Blossom 是一种用于哈希和复制媒体文件的协议。

Blossom is a protocol for hashing and replicating media files.

Speaker 0

所以你不需要自己托管这些文件。

So you don't have to host them.

Speaker 0

好的。

Okay.

Speaker 1

那应用在哪里?

So where's the app?

Speaker 1

我能直接点击使用的应用在哪里?

Where's the app that I can just press Well,

Speaker 0

最酷的地方在于,当然,你可以在 Nostr 应用里收听,但 Gigi 有一个工具。

that's the cool piece is that, I mean, obviously, you could listen to them in a Nostr app, but Gigi has a tool.

Speaker 0

我忘了那个东西叫什么了,就是能把这个直接转换的?

I I forget what it's called that converts any so like this right?

Speaker 0

所以,Sale Dispatch,你可以在任何播客应用里搜索它。

So sale dispatch, you can search for it in any podcast app.

Speaker 0

对吧?

Right?

Speaker 0

它就像一个普通的 RSS 订阅一样托管。

It's just hosted like a normal RSS feed.

Speaker 0

但我还会使用 Blossom 将签名并哈希过的音频文件上传到 Nostr。

But I also upload the signed and hashed audio files to Nostr using Blossom.

Speaker 0

对吧?

Right?

Speaker 0

我有一个 Nostr 账号:primal.net/citadel。

So I have a Nostr account primal.net/citadel.

Speaker 0

它有自己对应的公钥之类的。

It has its relative, know, end pub or whatever.

Speaker 0

GG 的工具可以将这个 Nostr 频道转换成一个完全不同的 RSS 频道,不依赖于单一的 RSS 主机。

GG's tool can convert that Nostr feed into a completely different RSS feed that is not reliant on a single RSS host.

Speaker 0

比如我用 Pod Home 作为我的 RSS 主机。

Like I use pod home as my RSS host.

Speaker 0

我用的是一个比特币爱好者。

I use a bitcoiner.

Speaker 0

这是一个较小的 RSS 主机。

It's a smaller RSS host.

Speaker 0

但如果 Pod Home 崩了,你通过我正常的 Citadel 发布频道收听就会中断。

But if Pod Home goes down, my normal Citadel dispatch feed you lose.

Speaker 0

如果你是通过由 Nostr 频道生成的 RSS 频道收听,那些 Blossom 文件实际上被托管在六七个不同的 Blossom 服务器上。

If you are listening through the RSS feed that is made from the Nostr feed, those Blossom files are actually hosted in like six or seven different Blossom servers.

Speaker 0

由于这些文件经过哈希和签名,你可以无限复制,而无需担心可验证性,因为它们是经过哈希的。

And because they're hashed and signed, you can replicate them to infinity and not worry about verifiability, right, because they're hashed.

Speaker 0

是的。

Yeah.

Speaker 0

这对我来说相当有趣。

So it's kind of fascinating to me.

Speaker 0

因此,这使得Dispatch在摆脱单一RSS主机方面具备了更强的弹性和鲁棒性。

So it gives Dispatch, for instance, some resilience and robustness from having a single RSS host.

Speaker 1

是的。

Yeah.

Speaker 1

对。

Yeah.

Speaker 1

有道理。

Makes sense.

Speaker 0

但不管怎样,我想再多聊聊OpenClaw。

But anyway, we kinda, I wanted to talk about OpenClaw a little bit more.

Speaker 0

我的意思是,我不认为这只是个一时兴起的计划。

I mean, so the reason so I don't think it's a flash in the plan.

Speaker 0

我同意你的看法。

I agree with you.

Speaker 0

我觉得看到这一点真的很酷。

And I think it was really cool to see.

Speaker 0

对我来说,这简直是一个瞬间的顿悟:也许这件事的开源部分真的能胜出。

And to me was kind of an moment on, oh, maybe the open source side of this thing can really win out.

Speaker 0

但我说它是昙花一现,是因为我们已经看到,Anthropic先是给他发了停止函。

But why I say a flash in the pan is we're already seeing, you know, Anthropic has just been well, first they sent him a cease and desist.

Speaker 0

然后他去了OpenAI,好像被Aqua聘用了,我也不太清楚具体怎么回事。

Then he went to OpenAI, he got like kind of Aqua hired, kinda, what I don't even know.

Speaker 0

这是一个开源项目,所以有点奇怪。

It's an open source project, so it's a little bit weird.

Speaker 0

但我理解他为什么这么做。

But I get why he did it.

Speaker 0

然后Claude那边一直在不断发布新版本。

And then Claude, they've just been releasing left and right.

Speaker 0

基本上都是OpenClaw的专有替代品。

Basically, proprietary alternatives to OpenClaw.

Speaker 0

显然,我们刚才在讨论个人助手。

Obviously, we were talking about personal assistants.

Speaker 0

很多年前,十年前,这正是Siri的卖点。

This is what the selling point was for Siri all those years ago, ten years ago.

Speaker 0

Siri现在还是挺蠢的,但当初的设想是Siri能帮你预订预订之类的事务。

Siri's still retarded, but the idea was Siri was supposed to book reservations for you and stuff.

Speaker 0

谷歌显然在开发Gemini相关产品,已经让很多人用上了G Suite。

Google's obviously working on Gemini stuff, already has people all in G Suite.

Speaker 0

所以当我提到‘昙花一现’时,我不是说它会完全消失,而是你怎么看待这种二元对立?

So when I say flash in the pan, I don't mean disappearing completely, but how do you think about that dichotomy?

Speaker 0

我觉得绝大多数用户都会选择苹果的中心化专有替代品、Claw的中心化专有替代品,或者谷歌的替代品,而不是开源的方案,比如OpenClaw或者其他开源项目。

I feel like the overwhelming majority of users are gonna use whatever Apple's you know, centralized proprietary alternative is, whatever Claw centralized proprietary alternative is, whatever Google's alternative is versus, you know, an open source, whether it's OpenClaw or something else out there.

Speaker 1

是的。

Yeah.

Speaker 1

我不确定。

I don't know.

Speaker 1

我要说的是,我对此唯一了解的角度是,如果我们所谓的OpenClaws或其他名称的系统需要支持多种模态,对吧?

I will say that my one angle of knowledge on this is that if our OpenClaws or whatever you're going to call them, if they require many modalities, right?

Speaker 1

如果现在它们主要依赖聊天,但刚才我告诉过你,你可以使用语音合成、语音识别、视频生成、图像生成等技术。

If, you know, right now they're just chat heavy, but I just told you, like, you can use TTS, you can use STT, you can use video generation, image generation.

Speaker 1

有各种各样的模态。

There's all sorts of modalities.

Speaker 1

而我在运行PPQ时发现,没有一家公司能在所有方面都做到顶尖。

And what I've discovered running PPQ is that no one company is best in class.

Speaker 1

甚至就连其中的几项功能也是如此。

And even even a few of those things.

Speaker 1

Anthropic的编码模型是最好的,但他们根本没有媒体相关的模型,对吧?

Anthropic has the best coding models, but I don't even, they don't even have any media models, right?

Speaker 1

OpenAI的聊天模型可能是整体表现最好的。

OpenAI kind of has maybe the best all around chat model.

Speaker 1

但它的媒体功能现在已经不怎么样了。

But its media is not that great anymore.

Speaker 1

事实上,他们刚刚放弃了Sora 2,我想是一天前

In fact, they just scrapped Sora two, I think a day

Speaker 0

或者两天前。

or two ago.

Speaker 0

他们在这上面亏了大量资金,是的。

They were losing a shit Yeah.

Speaker 0

Ton of money on

Speaker 1

所以我的观点是,如果未来的最佳个人助手是高度多模态的,那么最佳的个人助手将是能够整合多家公司技术的那个,而不是仅依赖一家公司。

So my point here is that if the best personal assistants are very multimodal in the future, then the best personal assistant will be the one that can connect to the technologies of many companies instead of one company.

Speaker 1

因此,这支持了开源或自己构建助手可能更占优势的观点,对吧?

And so, that's an argument to say that maybe open source or, you know, build your own assistant kind of wins, right?

Speaker 1

你可以从每个类别中选择最优的方案。

Where you can just choose the best from each category.

Speaker 1

是的。

Yeah.

Speaker 1

在这个论点上,这仅是我了解的领域。

That's my only one area of knowledge in that argument.

Speaker 0

我也这么认为。

I think so.

Speaker 0

我觉得这是一个相当有力的论点。

I think that's a pretty I think that's a solid argument.

Speaker 0

那么问题来了,我们能降低成本吗?

I think the question then becomes, can we get the cost down?

Speaker 0

我认为答案很可能是肯定的,因为显然在使用订阅制专有产品的人群中存在巨大差异。

And I think the answer is probably yes, because obviously there's a big discrepancy between people using the proprietary stuff on subscriptions.

Speaker 0

但这很合理,我认为开源相比专有产品有一个独特的优势。

But that makes sense to I think there's a unique advantage there that open source has that the proprietary stuff doesn't.

Speaker 0

我也认为,人们并没有意识到供应商锁定的问题没那么严重。

I also think there's not as much vendor lock in as people realize.

Speaker 1

是的,我也同意这一点。

Yeah, agree with that too.

Speaker 0

可以更灵活地移动。

Can move around more.

Speaker 1

你可以,是的。

You can, yeah.

Speaker 1

正如我所说,Claude 拥有最好的编码模型,但现在已经有好几个模型表现非常接近了。

Like I said, Claude had the best coding model, but now there are several models out there that are pretty close.

Speaker 1

我们还了解到,这不仅仅是模型的问题,还涉及工具和其他因素。

And we also learned that it's not just the model, it's also the tooling and stuff.

Speaker 1

新推出的专有技术出现得如此之快,几天内就出现了强大的开源竞争者,这真是令人惊叹。

And it's amazing how fast some new proprietary thing comes out and then there's a very strong open source competitor within a few days.

Speaker 1

所以,确实很值得关注。

And so, yeah, it's very interesting to watch.

Speaker 1

今天刚有Anita Posh说她正在……我猜你也读过这个了吧。

Just today, Anita Posh was saying how she is I'm guessing you read this also.

Speaker 1

今天在Nostr上,这是最重要的几条动态之一。

It's one of the bigger, bigger notes today on Nostr.

Speaker 1

但确实,Anthropic 因为她在非洲而封了她的信用卡。

But yeah, Anthropic was blocking her credit card because she's in Africa.

Speaker 1

所以现在她无法使用 Clock Cowork。

And so now she can't use clock co work.

Speaker 1

她还说,PPQ 无法用于 Claw Cowork,我查了一下,发现确实如此。

And she's like, PPQ doesn't work for Claw Cowork, which I looked into, and it seems that is true.

Speaker 1

你不能将外部的 API 密钥导入 Claw Cowork。

You cannot bring in outside API API key into Claw Cowork.

Speaker 1

但我刚快速搜索了一下,发现有个叫 OpenWork 或 OpenCowork 的仓库。

But then I just did a quick search, and there's, like, a repo out there called OpenWork or OpenCowork.

Speaker 0

开源代码?

Open code?

Speaker 0

这不一样。

This is different.

Speaker 0

OpenCowork。

OpenCowork.

Speaker 0

OpenCowork。

OpenCowork.

Speaker 1

是的。

Yeah.

Speaker 1

所以,我认为它大概有Claude Cowork95%的水平。

And so that is like, I would say probably 95% as good as Claude Cowork.

Speaker 1

关键在于,她能不能快速部署起来?

And it's just a matter of, can she spin it up quickly?

Speaker 1

这才是挑战所在。

And that's the challenge.

Speaker 1

开源工具总是稍微难一点才能运行起来。

Open source tools, they're always a little harder to get up and running.

Speaker 1

那么,我们能不能把入门门槛降低 enough?

So can we lower that barrier of entry enough?

Speaker 0

对。

Yeah.

Speaker 0

这对我来说很有道理。

That makes sense to me.

Speaker 0

我看到你刚才在谈论一些我不太清楚的事情。

I saw I saw you popping off about I don't know.

Speaker 0

你打算怎么称呼它呢?

Would you what to call it?

Speaker 0

是比特币原教旨主义,还是因为你接受了太多不同类型的支付方式?

Bitcoin maximalism or something about the fact that you accept too many different payments.

Speaker 0

我想我们上次也聊过这个话题。

I think we talked about it last time too.

Speaker 1

我对这个问题可能有很多强烈的想法。

I may have a lot of strong thoughts on that.

Speaker 0

是的。

Yeah.

Speaker 0

你想简要讨论一下什么?

What do you wanna discuss that briefly?

Speaker 0

我的意思是,你现在基本上接受所有类型的支付方式。

I mean, you're you're accepting basically every payment under the sun right now.

Speaker 0

对吧?

Right?

Speaker 1

是的。

Yes.

Speaker 1

对。

Yeah.

Speaker 1

我们接受一切支付方式。

We we accept everything.

Speaker 1

我们的重点是比特币。

Our focus is bitcoin.

Speaker 1

我们更愿意把开发时间花在构建新的比特币技术上。

We like to spend our development time building out new bitcoin tech as much as possible.

Speaker 1

你不会看到我们去开发Solana或者以太坊之类的东西。

You're not gonna see us, like, building out Solana this or Ethereum that.

Speaker 1

我们会加上Solana和Ethereum的支付方式,因为这很简单。

We will slap on Solana and Ethereum payment methods because it's easy.

Speaker 1

但没错,我的观点和感受在这个问题上非常强烈,因为我认为比特币支持者或者纯粹的比特币信徒……

But, yeah, my my my argument, my feelings are, yeah, very strong in this area because I think that bitcoiners or bitcoin only types of people.

Speaker 1

这对比特币有害。

It's harmful to bitcoin.

Speaker 1

我可以举出非常具体的例子来说明这一点,这是我多年来在工作中积累的经验。

And I can give very concrete examples of this, as I've learned over the years in my work.

Speaker 1

所以我一开始并不是在BitRefill工作,但我曾在BitRefill工作了好几年。

So I started off well, I didn't start off at bit refill, but I worked at bit refill for several years.

Speaker 1

大多数人知道他们是一家比特币优先的公司,但他们也接受几乎所有支付方式。

And most people know that they are kind of a bitcoin first company, but they also accept pretty much everything.

Speaker 1

我待得足够久,也分析了数据,发现比特币支付的占比在逐年下降。

I was there long enough and I was analyzing the data to see that the share of bitcoin payments was gradually going down over years.

Speaker 1

而其他山寨币、稳定币之类的支付占比却在上升。

And the share of altcoins and stablecoins and whatever was going up.

Speaker 1

如果BitRefill选择只支持比特币,我认为BitRefill现在可能已经不存在了。

And so if bit refill had made the choice to be bitcoin only, I don't think bit refill would be around anymore.

Speaker 1

我认为他们会因为竞争对手接受所有其他币种而被吞并。

I think they would have been subsumed by competitors that accept all of these other coins.

Speaker 1

那么,你是想要一个以比特币为先、能对此做出理性决策的公司吗?

So do you want, you know, kind of a bitcoin first company that makes rational decisions about this stuff?

Speaker 1

还是想要一些非常纯粹、却举步维艰的公司?

Or do you want kind of just like very purist type of companies out there who kind of struggle.

Speaker 1

我在推广PPQ时多次面临过这种情况。

And I faced this several times in marketing PPQ.

Speaker 1

所以当PPQ刚推出时,它实际上只支持闪电网络。

So wanted to so when PPQ first came out, it was actually Lightning only.

Speaker 1

这从来不是我的原计划。

That was not always my plan.

Speaker 1

我一直知道其他支付方式迟早会加入,因为我曾在BitRefill工作,了解现实情况。

I always knew that the other payment methods were gonna come because I worked at BitRefill and I understood the reality.

Speaker 1

但我一开始用的是闪电网络,因为我以为闪电网络是PPQ最酷的使用场景。

But I started with Lightning because I I thought Lightning is the coolest use case for PPQ.

Speaker 1

但最初我把这个信息发布到比特币Reddit上时,前六个月根本没人理睬。

But I tried to post it on the bitcoin Reddit at first, and it was just completely ignored for the first, like, six months.

Speaker 1

而到那时,我已经开始加入其他支付方式了。

And then by that time, I had started adding in other payment methods.

Speaker 1

于是我重新发了一次。

And so I went back.

Speaker 1

所以当我们获得一轮融资时,我想我再次提出了这个问题。

And so when we got our round of funding, I think, is when I asked again.

Speaker 1

然后那个人终于回复了我。

And then the guy finally answered me.

Speaker 1

我不知道谁在负责这件事。

I don't know who's in charge of it.

Speaker 1

但他回复我说:不,不行。

But he answered me and said, well, no.

Speaker 1

你在推广山寨币,所以我不会发你的东西。

You're you're pedaling shitcoins, so I'm not gonna post your your thing.

Speaker 1

于是我去了加密货币版块 r/cryptocurrency。

And so then I would go over to the cryptocurrency redditr/r/cryptocurrency.

Speaker 1

他们不喜欢我,因为我坚持比特币优先,所以他们也不发我的内容。

And they don't like me because I'm bitcoin first, So they're not posting me either.

Speaker 1

这个故事已经上演了好几次。

And and this story has played out several times.

Speaker 1

我曾经试着在 Bitcoin Jobs 上发帖,因为我想要招聘比特币开发者。

I've tried to like, I tried to make a posting on bitcoin or jobs because I want to hire bitcoiners.

Speaker 1

对吧?

Right?

Speaker 1

但他们不肯在我的 Bitcoin Jobs 帖子里发布招聘信息,因为我推广山寨币。

But they won't post my jobs on bitcoin or jobs because because I I pedal shitcoins.

Speaker 1

尽管像 Strike 这样的公司,他们的应用里多年来一直有以太坊代币,我想是这样。

Even though some of the companies like strike, for example, they've had, you know, they they coins on Ethereum in their app for years, I think.

Speaker 0

是的

Yeah.

Speaker 0

我们实际上在全球范围内支持Tron上的Tether。

We support Tether on Tron actually, globally.

Speaker 0

这是因为用户在那里。

And that's because that's where the users are.

Speaker 0

用户将Tron上的Tether用作美元结算通道。

Users use Tether on Tron as a dollar rail.

Speaker 0

在美国,人们使用美国银行。

In America, people use Bank of America.

Speaker 0

而在非洲,他们使用Tron上的Tether。

And in Africa, they use Tether on Tron.

Speaker 0

我们在那里提供了支持。

We supported over there.

Speaker 1

当Strike进入阿根廷时,他们最初也使用以太坊上的USDT。

When strike went into Argentina, they were originally like USDT on Ethereum as well.

Speaker 1

但不管怎样,这并不重要。

But anyways, it doesn't matter.

Speaker 1

但对的,这种情况我已经经历过好几次了。

But yeah, this has played out several times for me.

Speaker 1

而且我认为,真正关心比特币的人其实是企业。

And I do think that that attitude, it it people who actually care about bitcoin are businesses.

Speaker 1

我不认为 PPQ 如果只做比特币就能生存下来,尤其是因为 PPQ 是一个规模型业务。

And I I don't believe that PPQ would survive being bitcoin only, especially because PPQ is a scale business.

Speaker 1

我们带来的交易量越大,就能从供应商那里获得更大的折扣和其他优惠。

The more volume we bring in, the more volume discounts we can get from our providers and stuff like that.

Speaker 1

所以我们必须争取整个市场。

So we have to go for the whole pie.

Speaker 1

虽然我表达得不是特别完美,但我的确认为,很多其他比特币公司因为害怕被指责这样或那样,而被吓阻了,不敢采用其他支付方式或做些实际的事情。

And yeah, I'm not articulating it perfectly, but yeah, I I do think that it's I think that a lot of other bitcoin companies out there have been kind of scared into not adopting these other payment methods or or doing practical things because they're afraid of being called out for this or that.

Speaker 1

我只是想尽力让我们摆脱这种束缚——我们不该被那些严格坚持只做比特币的人所左右。

And I'm just trying to do my best to get us past that where it's like, I I don't, you know, we we shouldn't be, like, beholden to these people who are, you know, strictly bitcoin only.

Speaker 1

而且你知道,我认为对于少数几家企业来说,这样做是可行的,也能奏效。

And, you know, I think maybe for a handful of businesses, you could do that, and it could work.

Speaker 1

但对于许多其他企业来说,你必须尽可能多地吸引客户。

But for many other businesses, you just need to go after as many customers as possible.

Speaker 1

你需要解决他们生活中的实际问题。

And you need to solve real problems in their lives.

Speaker 1

是的,山寨币和稳定币,尤其是稳定币,确实为全球各地的人们解决了实际问题。

And yes, altcoins and stablecoins, stablecoins especially, do solve real problems for people all around the world.

Speaker 1

我更把比特币看作一场持续百年的斗争。

I look at bitcoin more as a century long battle.

Speaker 1

我相信在我们历史的某个时刻,或者未来的某个时候,我们最终会走向只使用比特币。

And I do think we will end up at bitcoin only at some point in our history or at some point in the future.

Speaker 1

到那时,你和我都可能已经不在了。

You and I may be dead by then.

Speaker 1

但我确实认为,这是一段非常漫长的旅程。

But I do think that's it's it's, you know, it's a very long journey that we're going on.

Speaker 1

我不认为现在应该自我隔离。

And I don't think that the right thing right now is to, like, self segregate.

Speaker 1

是的。

Yeah.

Speaker 0

对。

Yeah.

Speaker 0

我的意思是,我更认同你的观点,而不是不认同。

I mean, I think I align with your perspective more than I don't.

Speaker 0

我觉得你看。

And I think look.

Speaker 0

我认为,面对加密生态系统中如此多的骗局,这是一种自然的反应。

I think it's a natural response to so many scams in the ecosystem, in the greater crypto ecosystem.

Speaker 0

这是一个相对简单的测试标准:人们是接受加密货币,还是只接受比特币。

And it's a relatively easy litmus test, like, if people accept crypto versus bitcoin only.

Speaker 0

但以你所在行业的一个完美例子来说,比如威尼斯,我前面提到过,他们已经在自己的应用中构建了一整套代币体系。

But a perfect example in your own industry, would say is Venice, who I mentioned earlier, like they have a whole token scheme built into their app.

Speaker 0

对吧?

Right?

Speaker 0

他们有一个预挖的威尼斯代币,可以产生收益。

They have a pre mined Venice token that offers yield.

Speaker 0

它运行在一个类似BNB的系统上。

It's operating on like a BNB style system.

Speaker 0

这是他们整个应用的核心部分,而像你这样的人只是把它当作支付方式。

That is a core aspect of their entire app versus someone like you who is merely accepting it as payments.

Speaker 0

那里应该有一个明确的区分。

There should be a delineation there.

Speaker 0

这是一种完全不同的区分。

Like, it's a completely different delineation.

Speaker 0

如果我没记错的话,从我们上次的对话中,你知道你们是一家比特币优先的公司,你们的利润以比特币持有,也提供比特币折扣。

And when I if I remember from our last conversation, you know, you're a bitcoin first company, you hold your profits in bitcoin, you offer discounts in bitcoin.

Speaker 0

任何只要稍微深入观察一下的人,都应该非常清楚这两种公司之间的区别。

Like, it should be very obvious to anyone who actually looks more than just surface deep that of the differences between those two types of companies.

Speaker 1

是的。

Yeah.

Speaker 1

我希望如此。

I hope so.

Speaker 1

但你知道,我并不认为Venice在帮助人们。

But, like, you know, I'm not a Venice is helping people.

Speaker 1

但我确实认为他们在帮助一些人。

And I do think they're helping some people.

Speaker 1

他们为一些人提供了隐私,这很好。

They're providing privacy for some folks, then that's great.

Speaker 1

但我可以说是Venice的反对者,原因就是你提到的:他们搞了一个极其复杂的代币机制,整个设计就是为了从无知的投资者身上榨取资金,对吧?

But I am I am I am a Venice hater, I would say for the reason you brought up, they do have this, like, overly complicated token thing that basically is the entire design of it is to just bleed money from ignorant investors, right?

Speaker 1

这就是它的目的。

That's the purpose of it.

Speaker 1

我亲眼见过Eric本人描述过这个代币的机制等等。

I've seen Eric himself, like describe the token mechanics and this and that.

Speaker 1

甚至在他的推文中,他也说,我不知道这个代币资产的价格应该是多少。

And even in his own tweet, he's like, I don't know what the price of this token asset should be.

Speaker 1

但在他推文的结尾,他又说,哦,我想价格就应该是AI和资本的成本吧。

Then at the end of his tweet, it's like, Oh, I guess it should just be the cost of AI and then the capital.

Speaker 1

那个在你持有一段时间后称为资本成本的是什么来着,对吧?

The what is that called the capital when you hold it for a period of time, the cost of capital, right?

Speaker 1

是的。

Yeah.

Speaker 1

他还说,估计这就是它的真正价格。

And he's like, guess that's the true price of it.

Speaker 1

我只是想回复他:干得漂亮。

And it's I just wanted to reply like, good job.

Speaker 1

你搞明白了。

You figured it out.

Speaker 1

这正是它的本质。

That's exactly what it is.

Speaker 1

其实根本不需要代币。

There's really no need for a token.

Speaker 1

但没错,还有像威尼斯这样的公司,它们长期以来一直过度承诺隐私保护。

But But yeah, and then other things like that Venice has been they overly promise privacy and they have for a long time.

Speaker 1

他避而不谈隐私问题。

And he glosses over the privacy stuff.

Speaker 1

PPQ 的模型本质上和威尼斯的一样,但我们对此更坦诚。

PPQ has essentially the same model that Venice has had, but we're just more honest about it.

Speaker 1

我们会告诉客户:嘿,你们得相信我们不会查看你们的查询内容。

We tell our customers like, hey, you need to trust that we're not looking at your queries.

Speaker 1

你们必须明白,使用专有模型时,你们的内容会传给那些公司。

You need to know that when you're using a proprietary model, your content is going to those guys.

Speaker 1

所以你们自己权衡着用吧。

So just use that as you may.

Speaker 1

但威尼斯对这些问题太随意了。

But Venice is just very loosey goosey with those things.

Speaker 1

真正让我生气的是,他们这套东西对他们自己有效。

And the thing that really kills me is, like, they it works for them.

Speaker 1

他利用自己上百万的粉丝,以及他过去作为加密朋克式人物、换币达人那种声誉。

He's he's leveraging his million followers or whatever, and he his kind of reputation in the space as formerly like cypherpunk ish, you know, swap guy.

Speaker 1

我不认为他真的那么在乎用户的隐私。

And I don't think he actually, like, cares about privacy all that much for his users.

Speaker 1

他们最近也采用了TEE模型,就跟我们一样。

They recently adopted TEE models just just like we did.

Speaker 1

是的。

Yep.

Speaker 1

这很好。

And that's great.

Speaker 1

正如我所说,我希望我没有显得太刻薄,但事实是他只有在人们大量在推特上指责他那些荒唐行为之后,才这么做的。

Like I said, I I hope I'm not coming on too too bitter, but it's like he only did it after people were really, really calling him out for a lot of the shenanigans that he was saying on Twitter.

Speaker 1

对吧?

Right?

Speaker 1

所以,是的,我的意思是,看到我这个小人物在这里努力坚持正义,而他却这样,真让我气不打一处来。

So, yeah, I mean, it's a it's it grinds my gears that I'm the little guy over here trying to trying to fight the good fight.

Speaker 1

而他呢,就在那里发推文,大肆吹嘘自己的产品。

And then he's just like, you know, tweeting all these very brash things about about his product.

Speaker 1

但没错,事情就是这么个事。

But, yeah, it is what it is.

Speaker 1

这就是关键所在。

And that's that's the that's the bit.

Speaker 1

你得用你手头现有的工具。

You have to use the tools that you have.

Speaker 1

他靠的是自己的声誉,而我只能用我手头的任何工具。

He's using his reputation, and I'm using whatever tools I have.

Speaker 1

你知道的,我可以批评他,而且我站在正义的一边。

You know, I can criticize him and and I have right on my side.

Speaker 1

我没有很大的影响力,但我能一点一点地拆解分析这些问题。

I'm not I don't have a large voice, but I can kind of pick pick apart things.

Speaker 1

所以,事情就是如此。

So it is what it is.

Speaker 0

我的意思是,关于沃斯,你可以讲很多事。

I mean, you can say a lot of things about Voorhees.

Speaker 0

我基本上同意你说的每一点,但他真的很擅长赚钱。

And I tend to agree with pretty much everything you said, but he's really good at making money.

Speaker 0

他搞过Satoshi Dice。

He I mean, he had Satoshi dice.

Speaker 0

他在交易费用让这个商业模式难以为继之前就把公司卖了,换回了比特币。

He sold it before transaction fees made it an untenable business model all for bitcoin.

Speaker 0

然后他在山寨币开始流行之际推出了ShapeShift,赚了个盆满钵满。

Then he launched shapeshift right on the verge of, of shit coins, you know, hitting the populace made bank off of that.

Speaker 0

而且他似乎总能出现在对的时间、对的地方,执行力强,还经常走捷径,但看着确实挺疯狂的。

And then he seemed to you know, he's always in the right place at the right time and executes and he takes a lot of shortcuts, you know, but it's kind of crazy to watch.

Speaker 0

但我认为这正是那个话题的完美例子,对吧?

But I think that's just a good I mean, it's a perfect example for that conversation, right?

Speaker 0

如果你比较一下PPQ和Venice,很明显哪个是真正以用户为中心、秉持道德、努力正确做事的。

Which is, if you can, if you compare and contrast PPQ versus Venice, it's obvious which one is trying to be user focused and ethical and try and do things the right way.

Speaker 0

哪个是坚持比特币优先的,而哪个显然是个屎币项目。

And be bitcoin first, versus the one that is clearly a shitcoin operation.

Speaker 0

但需要澄清的是,Venice也是个精明的商人,他自托管BTC Pay,接受比特币,同时也接受其他所有支付方式。

And and to be clear, Venice also, because he's a good businessman, like he self hosts BTC pay, he accepts bitcoin, along with every other payment method.

Speaker 0

是的,他很清楚自己在做什么。

Yeah, he knows exactly what he's doing.

Speaker 0

对。

Yeah.

Speaker 0

马特,你曾经一度,我知道你是个数据专家,你有那些有用的郁金香。

Matt, at one point there, I knew you as the you were the data guy, you know, you had useful tulips.

Speaker 0

你就是那个数据专家。

You're the data guy.

Speaker 0

你有什么数据可以给我们吗?

Do you have any data for us?

Speaker 0

关于PPQ这边,这很有趣?

That's interesting on the PPQ side?

Speaker 0

我的两个主要好奇点是用户在模型选择上的行为,以及用户在支付方面的行为。

I mean, the two big things that I'm curious about is, like, user behavior on model selection and user behavior on the payments.

Speaker 0

比特币支付是你们最常见的支付方式吗?

Like, how are the bitcoin payments your most common payment?

Speaker 1

是的。

Yeah.

Speaker 1

确实是。

They are.

Speaker 1

是的。

Yeah.

Speaker 1

我正努力想尽可能多地分享,但我想保留一点信息。

I'll I'm I'm trying I would love to share as much as I can, but I wanna hold a little bit back.

Speaker 1

但我会说,感觉

But I will say Feel

Speaker 0

免费。

free.

Speaker 1

是的。

Yeah.

Speaker 1

对。

Yeah.

Speaker 1

比特币,特别是闪电网络,占我们交易的一半以上,略高于一半。

Bitcoin, Lightning specifically is our over half, just slightly over half.

Speaker 1

门罗币排第二。

Monero's number two.

Speaker 1

有意思。

Interesting.

Speaker 1

第三和第四名在泰达币和信用卡之间大致持平。

And number three and four are kind of a balance between Tether and credit cards.

Speaker 1

其余的则是一些其他的稳定币、莱特币之类的。

And then the rest are just various other stables and Litecoin and stuff like that.

Speaker 0

高额度的信用卡或者Tether是指什么?

What's a high credit cards or or Tether?

Speaker 1

老实说,我不太清楚。

They I honestly don't know.

Speaker 1

它们俩差不多平分秋色,我觉得。

They're they're pretty neck and neck, I think.

Speaker 1

这其实取决于每个月的情况。

It depends on the month, really.

Speaker 1

我觉得Tether现在比以前越来越受欢迎了。

I think Tether is up and coming now more and more than it was.

Speaker 1

但当我查看BitRefill的数据时,我认为BitRefill是加密货币支付最全面的样本。

But I actually look at this kind of when you look at the bit refill stats, and bit refill, in my opinion, is the best cross section of all crypto payments.

Speaker 1

它是最大的在线加密货币电子商务网站。

They're the largest online crypto ecommerce website.

Speaker 1

对吧?

Right?

Speaker 1

所以闪电网络占他们交易量的5%左右。

So Lightning is about 5% of their volume.

Speaker 1

可能比那高一点,但也不会高太多。

Maybe maybe higher than that, but not not much higher.

Speaker 1

所以如果我想进入他们所占的这块市场。

And so if if I want I wanna get into the pie that they have.

Speaker 1

对吧?

Right?

Speaker 1

所以我需要提升在闪电网络和Nostr圈子之外的知名度。

So I need to increase my awareness outside of just the Lightning and Nostr circle.

Speaker 0

对。

Right.

Speaker 1

这就是我正在努力做的事。

So that's what I'm trying to do.

Speaker 1

我确实想吸引那些其他用户。

I do wanna bring in those other users.

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