Hard Fork - 埃隆·马斯克的超级并购案 + 我们测试谷歌的Project Genie + Moltbook Creator的下一步计划 封面

埃隆·马斯克的超级并购案 + 我们测试谷歌的Project Genie + Moltbook Creator的下一步计划

Elon Musk’s Mega-Merger + We Test Google’s Project Genie + What’s Next for Moltbook Creator

本集简介

本周,人工智能领域的首次公开募股竞赛正愈演愈烈!我们将深入剖析SpaceX收购xAI的细节,以及OpenAI与英伟达之间错综复杂的关系。接下来是展示环节——我们拿到了谷歌最新的人工智能实验原型"Project Genie",并分享使用它生成和探索类游戏视频环境的体验。最后,我们邀请到Moltbook创始人马特·施利希特,探讨他专为AI智能体打造的新型社交媒体平台,以及如何应对该网站的安全风险和垃圾信息问题。 嘉宾: 马特·施利希特,Moltbook创始人 延伸阅读: 埃隆·马斯克将SpaceX与其人工智能初创公司xAI合并 OpenAI与英伟达千亿美元级合作陷入僵局 Project Genie:探索无限交互世界的实验 一位AI先驱警告技术"羊群效应"正走向死胡同 解析Moltbook狂热现象 欢迎来信交流:hardfork@nytimes.com。在YouTube和TikTok上搜索"Hard Fork"关注我们。 立即订阅:访问nytimes.com/podcasts,或在Apple Podcasts与Spotify上订阅。您也可以通过此链接在任何播客应用中订阅:https://www.nytimes.com/activate-access/audio?source=podcatcher。下载纽约时报应用获取更多播客与有声新闻:nytimes.com/app。 本节目由Simplecast(AdsWizz旗下公司)提供技术支持。个人信息收集及广告用途相关说明详见pcm.adswizz.com。

双语字幕

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Speaker 0

《纽约时报》应用里有很多你可能没看到的内容。

The New York Times app has all this stuff that you may not have seen.

Speaker 0

这种方式

The way

Speaker 1

标签页在顶部,包含了所有不同的板块。

the tabs are at the top with all of the different sections.

Speaker 2

我可以立即找到符合我心情的内容。

I can immediately navigate to something that matches what I'm feeling.

Speaker 2

我总是订购游戏。

I order games always.

Speaker 2

玩小游戏。

Doing the mini.

Speaker 2

玩填字游戏。

Doing the Wordle.

Speaker 1

我喜欢它让我接触到这么多内容。

I loved how much content it exposed me to.

Speaker 1

我从来没想到会把新闻应用用在这些事情上。

Things that I never would have thought to turn to a news app for.

Speaker 0

这个应用是必不可少的。

This app is essential.

Speaker 2

《纽约时报》应用。

The New York Times app.

Speaker 2

所有时间,全部集中在一个地方。

All of the times, all in one place.

Speaker 2

立即前往 nytimes.com/app 下载。

Download it now at nytimes.com/app.

Speaker 3

你听说了预测市场上的超市大战吗?

Did you hear about the prediction market grocery wars?

Speaker 3

没有。

No.

Speaker 3

那边发生了什么?

What's going on over there?

Speaker 3

在纽约市,Polymarket 和 Kalshi 正在进行一场涉及食品杂货的对抗性营销活动。

So in New York City, Polymarket and Kalshi are doing dueling stunts involving groceries.

Speaker 3

Kalshi 在东村的一家杂货店推出了50美元的免费食品赠送活动,而 Polymarket 则声称他们要开一家完全免费的杂货店,当然,这一切的费用由支撑他们网站的赌徒们的眼泪来补贴。

So Kalshi launched a $50 grocery giveaway at an East Village grocery store, and Polymarket said that they are opening a whole grocery store that's gonna be totally free, subsidized, of course, by the tears of the gambling addicts who power their site.

Speaker 0

等等。

Wait.

Speaker 0

免费的杂货店?

A free grocery store?

Speaker 3

一家免费的杂货店。

A free grocery store.

Speaker 3

他们称之为 Polymarket。

They're calling it the Polymarket.

Speaker 3

我查过了。

I checked.

Speaker 3

这不只是给 Polypeople 用的。

It's not just for Polypeople.

Speaker 3

如果你是专一的,你可以去,不过他们会在纽约连续五天开设一家免费杂货店

If you're monogamous, you can go to but, yeah, for five days, they're doing a free grocery store in New

Speaker 0

纽约市。

York City.

Speaker 0

持续五天。

For five days.

Speaker 0

是的。

Yeah.

Speaker 0

我好像在网上看到有人评论说,这些人似乎觉得自己只剩下大约二十分钟来积累好感,之后就会被警察彻底叫停。

It seems I I saw someone make a comment about this online, which is it seems like these people feel like they have about twenty minutes left to generate goodwill before they're just sort of shut down by the police.

Speaker 3

这是正在发生的事吗?

Is that what's going on here?

Speaker 3

我不确定这里到底发生了什么。

I'm not sure what's going on.

Speaker 0

如果你不觉得人们即将冲破大门、彻底摧毁你的整个运营,你是不会开一家免费杂货店的。

I don't think you open a free grocery store if you don't think that people are about to, like, crash the gates and take down your entire operation.

Speaker 3

不。

No.

Speaker 3

我觉得这有点像你去拉斯维加斯的赌场时,只要坐在赌桌旁,他们就会给你免费饮料。

I think this is sort of like how the you know, if you go to a casino in Vegas, like, they give you free drinks if you're at the table.

Speaker 3

嗯哼。

Mhmm.

Speaker 3

你知道的。

You know?

Speaker 0

或者以前是这样,你知道的,当拉斯维加斯还很兴旺的时候。

Or they used to, you know, but when Vegas was good.

Speaker 3

是的。

Yeah.

Speaker 3

没错。

Yes.

Speaker 0

你知道什么会是一个好的预测市场吗?

You know what would be a good prediction market?

Speaker 0

这是一个能预测我想买的所有商品所在位置的市场。

It was a market that could predict where all of the items I want to buy are.

Speaker 0

我知道我们都花了很多时间在超市的货架间穿梭,一边走一边问:这个超市的意大利面酱到底在哪儿?

I know we've all spent a lot of time walking down those aisles saying, where's the pasta sauce in this grocery store?

Speaker 0

应该有人来预测一下这个。

Somebody should predict that.

Speaker 3

这是《宋飞正传》里的桥段吗?

Is this a Seinfeld bit?

Speaker 0

是的。

Yeah.

Speaker 0

我这是在做我的第五类行为。

I'm doing my type five.

Speaker 0

好的。

Okay.

Speaker 0

航空公司提供的花生是怎么回事?

What's the deal with airline peanuts?

Speaker 3

我是凯文·德鲁斯,《纽约时报》的科技专栏作家。

I'm Kevin Drews, a tech columnist at the New

Speaker 0

纽约时报。

York Times.

Speaker 0

我是来自Platformer的凯西·诺恩。

I'm Casey Noon from Platformer.

Speaker 0

这里是Hard Fork。

And this is hard fork.

Speaker 0

本周,SpaceX收购了xAI。

This week, SpaceX acquires x AI.

Speaker 0

这对人工智能竞赛意味着什么?

What does it mean for the AI race?

Speaker 0

然后,谷歌放出了Project Genie。

Then Google lets Project Genie out of the bottle.

Speaker 0

那么,你该怎么正确地摩擦它呢?

Now how do you rub it the right way?

Speaker 0

最后,Moldt Book 的创始人马特·施利希特前来讨论为机器人构建社交网络。

And finally, Moldt Book founder Matt Schlicht is here to discuss building a social network for bots.

Speaker 0

Moldt Book 上有戳一戳功能吗,凯文?

Are there pokes on Moldt Book, Kevin?

Speaker 3

我不确定。

I'm not sure.

Speaker 3

凯西,让我们今天节目的第一部分聊聊我们的前任吧。

Casey, let's spend the first segment of today's show talking about our exes.

Speaker 0

嗯,我所有的前任都住在得克萨斯,凯文。

Well, all of my exes live in Texas, Kevin.

Speaker 0

你是指这个吗?

Is that what you mean?

Speaker 3

不是。

No.

Speaker 3

我说的是 SpaceX 和 x AI。

I'm talking about SpaceX and x AI.

Speaker 3

这周人工智能行业发生了许多风波。

There has been a lot of drama in the AI industry this week.

Speaker 3

我们稍后会聊一些涉及OpenAI和英伟达的事件。

We're gonna talk a little bit later about some involving OpenAI and NVIDIA.

Speaker 3

但现在我想先谈谈这周的新闻:SpaceX收购了x AI。

But now I wanna start with the news this week that SpaceX is acquiring x AI.

Speaker 3

这笔交易于周一公布。

The deal was announced on Monday.

Speaker 3

这两家公司都是私营企业,因此细节并未公开,但彭博社报道称,这是一笔全股票交易,合并后的公司估值可能达到1.25万亿美元。

These are both private companies, so the details are not public, but it's been reported by Bloomberg that this was an all stock deal and that it may value the combined company at $1,250,000,000,000.

Speaker 3

这显然是为了预期SpaceX即将上市。

This is, of course, in anticipation of SpaceX going public.

Speaker 3

预计今年晚些时候将完成上市。

That's expected to happen later this year.

Speaker 3

如果听起来很熟悉,那是因为埃隆·马斯克喜欢这么做。

And if this is sounding familiar, it's because Elon Musk loves to do this.

Speaker 3

他喜欢把他的公司打包合并在一起。

He loves to kind of bundle his companies up into mergers.

Speaker 3

2016年,特斯拉收购了另一家埃隆·马斯克的公司——SolarCity。

Tesla in 2016 acquired another Elon Musk company, SolarCity.

Speaker 3

就在去年,x AI本身以全股票交易的方式收购了x——这家前身为Twitter的社交媒体公司。

And just last year, x AI itself acquired x, the social media company formerly known as Twitter, in an all stock deal.

Speaker 3

我来读一段备忘录的内容。

I'll just read a little segment from the memo.

Speaker 3

这是埃隆·马斯克写的。

This was from Elon Musk.

Speaker 3

他说:'SpaceX收购了XAI,旨在打造地球上和地球外最雄心勃勃的垂直整合创新引擎,涵盖AI火箭、太空互联网、直接连接移动设备的通信,以及全球领先的实时信息与言论自由平台。'

He said, quote, SpaceX has acquired XAI to form the most ambitious vertically integrated innovation engine on and off Earth with AI rockets, space based internet, direct to mobile device communications, and the world's foremost real time information and free speech platform.

Speaker 3

这不仅标志着SpaceX和x AI使命的下一章,更是开启了全新的篇章——致力于打造一个有感知的恒星,以理解宇宙,并将意识之光延伸至群星。

This marks not just the next chapter, but the next book in SpaceX and x AI's mission, scaling to make a sentient sun to understand the universe and extend the light of consciousness to the stars.

Speaker 3

凯西,你的看法是什么?

Casey, your reaction.

Speaker 3

氯胺酮效果非常强大,

Ketamine is so powerful,

Speaker 0

但必须谨慎使用。

but it must be used carefully.

Speaker 0

使用氯胺酮前请咨询医生。

Talk to your doctor before using ketamine.

Speaker 0

不行。

No.

Speaker 0

这是一位惯于夸大其词的人所作出的极其浮夸的言论。

This is a very grandiose statement from a man who is prone to grandiose statements.

Speaker 0

我认为,凯文,对于刚才我们所看到的情况,有一种不那么浮夸的描述方式:一家非常有价值且盈利的公司SpaceX收购了一家名为XAI的烧钱机器。

I think there is a less grandiose way of describing what we have just seen here, Kevin, which is that a very valuable and profitable company in SpaceX has acquired a cash furnace named XAI.

Speaker 3

是的。

Yes.

Speaker 3

我们知道,XAI正在亏损大量资金。

So XAI, we know, is losing lots of money.

Speaker 3

他们在大量投入资金建设数据中心和训练模型。

They are spending lots of money building out data centers, training models.

Speaker 3

他们离盈利还远得很。

They are not anywhere close to profitable.

Speaker 3

根据报道,SpaceX去年的收入大约在150亿美元左右。

SpaceX does generate revenue somewhere in the neighborhood of $15,000,000,000 last year according to reports.

Speaker 3

所以,有些人说这与其说是一次合并,不如说是一次救助。

So, basically, some people are saying this is less of a merger and more of a bailout.

Speaker 3

这是一家拥有真实业务、实际收入的公司——SpaceX——收购了一家如你所说的是个印钞机的公司。

This is some a company that has a real business, has real revenue coming in in SpaceX acquiring something that is, as you said, a cash furnace.

Speaker 0

是的。

Yeah.

Speaker 0

这已经是埃隆第二次进行这种类型的救助了。

And it is kind of the second bailout of this kind that we have seen from Elon.

Speaker 0

第一次当然是当XAI以330亿美元的价格收购X时,我认为这个价格对于当时X的价值来说相当高。

The first one, of course, was when x AI acquired X for, $33,000,000,000, a pretty high price, I would argue, for what X was at the time.

Speaker 0

现在,这个合并后的公司本身也被SpaceX救助了。

And now that combined company has now itself been bailed out by SpaceX.

Speaker 0

这对前两家公司的所有投资者来说都太棒了。

So this has been amazing for all of the investors in those first two companies.

Speaker 0

今年晚些时候,当整个项目上市时,我们可能会看到他们获得另一次丰厚的退出回报。

And later this year, we may see them get another great exit when this whole thing goes public.

Speaker 3

是的。

Yeah.

Speaker 3

如果你看看相关报道,一些SpaceX投资者对这件事有点担忧。

And if you look at the reports, some of the SpaceX investors are a little bit nervous about this.

Speaker 3

他们原本对IPO充满期待。

They were, like, excited for the IPO.

Speaker 3

但现在有些人说,我们信任埃隆,但不太确定把这么多其他东西打包进去是否明智。

Now some of them are saying, well, you know, we trust Elon, but, like, we're not sure about bundling all this other stuff in with it too.

Speaker 3

但至少根据埃隆·马斯克的说法,他的愿景是这一切将构成一个统一的、垂直整合的战略:你将拥有一个由Grok驱动的社交媒体平台,而Grok这个xAI聊天机器人也将运行在正在被部署到太空的数据中心上。

But the vision, at least according to Elon Musk, is that this will all sort of be part of a a unified sort of vertically integrated strategy where you'll have, you know, x the social media network that'll be powered by Grok, the x AI chatbot that will also run on data centers that are being put into space.

Speaker 3

我们也应该谈谈这一点,因为看起来埃隆·马斯克和其他公司一样——我们几个月前在节目中讨论过谷歌的‘太阳捕手’项目,但他已经搞到了太空数据中心的方案。

And we should talk about that too because it appears that Elon Musk, like other companies, we talked about Google and its project Suncatcher a few months ago on the show, But he has gotten space data center pill.

Speaker 3

他想把数据中心放在太空中。

He wants to put the data centers in space.

Speaker 0

是的。

Yeah.

Speaker 0

他就是这么说的。

That's what he says.

Speaker 0

我猜他会尝试去做,但每当我们讨论埃隆·马斯克时,有一件重要的事必须先说明:这个人就是喜欢说大话。

I imagine he will try to do it, but I think an important thing to say up top whenever you discuss Elon Musk is this man just loves to say things.

Speaker 0

对吧?

Right?

Speaker 0

在公众人物中,尤其是在商界,恐怕再没有谁比他过去许下过更多承诺,而这些承诺要么从未实现,要么迟到了很多年。

Like, is no figure in public life, certainly not in the business world, who has made more promises over the years that have either not come true or have come true many, many years later.

Speaker 0

所以,在我们讨论埃隆·马斯克的太空梦想之前,我想先明确这一点。

So as we approach the discussion of Elon Musk's space dreams, I want to just note that upfront.

Speaker 3

是的。

Yes.

Speaker 3

这是个好观点。

That's a good point.

Speaker 3

我们不知道这些进展会有多快到来。

We don't know, you know, how quickly any of this will arrive.

Speaker 3

在这方面,还有很多需要谨慎提醒的地方。

There are still a lot of good cautionary notes to strike on that.

Speaker 3

你知道吗,凯西,我差点忘了我们的声明。

You know, Casey, I almost forgot our disclosures.

Speaker 3

我们要谈一谈人工智能。

We're gonna talk about AI.

Speaker 3

所以我应该说明,我在《纽约时报》工作,而《纽约时报》正在起诉OpenAI、微软和Perplexity,指控它们侵犯版权。

So I should say that I work in the New York Times, which is suing OpenAI Microsoft in perplexity for alleged copyright violations.

Speaker 3

我的男朋友在Anthropic工作。

And my boyfriend works at Anthropic.

Speaker 3

上周,SpaceX向联邦通信委员会申请批准将一百万颗太阳能供电的数据中心卫星送入轨道,这数量相当庞大。

So last week, SpaceX requested approval for putting 1,000,000 solar powered data center satellites into orbit from the FCC, and that is a ton.

Speaker 3

作为参考,欧洲航天局估计目前轨道上有大约一万五千颗卫星,因此这将是现有卫星数量的许多倍。

For context, the European Space Agency estimates that there are around, 15,000 satellites currently in orbit, so this would be many times the number of currently existing satellites.

Speaker 3

我认为这里有几个有趣的视角。

And I think there are a few interesting angles here.

Speaker 3

其中一个角度是,显然其他科技公司也对这个感兴趣,但这些公司并没有自己的火箭公司。

One of them is this is obviously something that other tech companies are interested into, but those companies do not have rocket companies attached to them.

Speaker 3

对吧?

Right?

Speaker 3

如果谷歌想把TPU送入太空,除了支付埃隆·马斯克和SpaceX的费用,通过他们的火箭运送之外,别无他法。

Google, if it wants to put TPUs into space, does not have a way to get there other than paying Elon Musk and SpaceX to send them up on one of their rockets.

Speaker 3

因此,这可能会演变成一场太空领域的土地争夺战——埃隆·马斯克可能不会允许其他公司把他们的数据中心送入太空,因为他自己也想把它们放在那里。

So this could become kind of a a land grab in space, if you will, where, like, Elon Musk may not entertain offers from other people to put their data centers into space because he wants to put his own there too.

Speaker 0

我确实认为,在埃隆正准备让SpaceX上市的时刻,这个故事对他来说非常精明。

I certainly think it is a savvy story for Elon to be selling at a moment where he is preparing to take SpaceX public.

Speaker 0

他刚刚给它添上了这家烧钱的公司,他必须说服投资者,最终这会是值得的。

He has just saddled it with this cash burning company, and he's going to have to convince investors that that will be worth it in the end.

Speaker 0

那他说了什么?

So what does he say?

Speaker 0

本质上,看吧,这将成为基础设施领域最出色的AI公司。

Essentially, look, this is going to be the best AI company at infrastructure.

Speaker 0

AI的需求最终将超过我们在地球上所能提供的能力。

AI demands will eventually exceed what we can provide for on Earth.

Speaker 0

我们实现需求的唯一方式就是将数据中心部署到太空,而SpaceX、XAI和可能的特斯拉联合版本将赢得这场竞赛。

The only way we will be able to fulfill demand is by putting data centers in space and the combined SpaceX and XAI and maybe Tesla version of that will just be the winner of that race.

Speaker 0

所以,再次强调,我认为实现这一点将是一个极其不稳定的设想,但如果你在上市前想让S1看起来不错,这么说确实很聪明。

So, again, I think getting there is going to be an extremely shaky proposition, but I think if you're trying to make your s one look good before you go public, it's a smart thing to say.

Speaker 3

是的。

Yeah.

Speaker 3

而且我认为这不仅仅是让S1看起来更好,因为我认为还有一个论点:如果这家AI公司绑定了这家赚钱的火箭公司,反而会让S1看起来更糟。

And I think it's not just about making the s one look good because I think there's an argument that this actually makes the s one look worse, if you have this AI company attached to this money making rocket company.

Speaker 3

但我认为他们是在赌投资者对AI领域的发展热情是有限的,谁先完成IPO,谁就能分到很大一部分热度。

But I think they're taking a calculator bet here that there is some sort of fixed amount of investor excitement about what's happening in AI and sort of whoever can get to an IPO first will get a big portion of that.

Speaker 3

这就是为什么你看到OpenAI和Anthropic正在争相冲刺IPO。

So this is why you're seeing OpenAI and Anthropic kind of racing toward an IPO.

Speaker 3

我认为这也是SpaceX今年选择上市的原因,因为他们觉得这是唯一一次机会,能在未来几年我们即将看到的这一波公司上市潮中抢占先机,他们想成为第一个。

I think this is why you're seeing SpaceX go out this year because there's this sense that, like, there's sort of one chance to be first in what we, you know, we'll we'll see over the next few years, which is a bunch of these companies going public, and they wanna be the first there.

Speaker 0

是的。

Yeah.

Speaker 0

这对我来说说得通。

That that makes sense to me.

Speaker 0

尽管在一个世界里,

Although in a world where,

Speaker 2

你知道,这些公司持续快速增长,我能想象投资者希望

you know, these companies continue to grow very quickly, I can imagine investors wanting to

Speaker 0

买入三只甚至四只AI股票。

buy three or even four AI stocks.

Speaker 0

所以我不是说先发优势不存在,但我好奇这种优势在未来十二到十八个月内能维持多久。

So I'm not saying there isn't an advantage in getting there first, but I wonder how durable that advantage is gonna be, you know, over the next twelve or eighteen months.

Speaker 3

是的。

Yeah.

Speaker 3

在实现基于太空的数据中心这一构想之前,还有很多障碍和限制需要克服。

There are also a lot hurdles and limitations to overcome before this idea of a space based data center is even plausible.

Speaker 3

目前,这样做会贵得离谱,而且难度极大。

Right now, it would be way too expensive and hard to do this.

Speaker 3

我们甚至还不确定这在物理上是否可行,但已经进行过一些实验。

We don't even really know if it's physically possible yet, but there have been some experiments.

Speaker 3

例如,另一家太空数据中心公司Star Cloud在去年12月确实成功在太空数据中心上训练了一个非常小的大型语言模型。

For example, Star Cloud, which is one of these other space based data center companies, actually did train a very small large language model on a space data center in December.

Speaker 3

所以它们已经将一颗试点卫星送入了太空。

So they have one of their sort of pilot satellites up there.

Speaker 3

它们训练了一个叫NanoGPT的模型,这是类似GPT聊天机器人的一个极小型版本,它们表示这成功了。

They train something called NanoGPT, which is like a very small version of a of a GPT like chatbot, and they say that it worked.

Speaker 3

所以,关于这是否可能,仍然存在很多悬而未决的问题。

So there's still lots of, you know, outstanding questions about whether it's this is possible.

Speaker 3

我仍然认为这属于实验性的赌注,而不是明确的计划A。

I would still put this very much in the category of experimental bets rather than sort of plan a.

Speaker 3

我认为,对于所有这些公司来说,他们的计划A是在地球上建造这些设施。

Their plan a, I think, for all these companies is to build these things on Earth.

Speaker 3

但如果因为某些原因无法在地球上实现,他们就会考虑转向太空。

But if they can't do that for some reason, wanna they go to space.

Speaker 0

是的。

Yeah.

Speaker 0

而且,我再补充一点怀疑意见。

And again, just to inject another note of skepticism here.

Speaker 0

想想看,埃隆多少次、多久以前就承诺过特斯拉汽车会实现完全自动驾驶。

Like, think about how many times and how long ago Elon began promising that full self driving would come to Tesla cars.

Speaker 0

对吧?

Right?

Speaker 0

想想我们现在处于这个旅程的哪个阶段——它只能在某些特定情况下自动驾驶,而不是始终如此。

And think about where we are in that journey now, which is like, well, it it it drives itself in, like, these certain circumstances, but not always.

Speaker 0

而且已经发生过不少令人关注的致命事故。

And there have been a sure have been an interesting number of fatal crashes.

Speaker 0

对吧?

Right?

Speaker 0

所以,这其实就是整个发展历程。

So that has sort of been that journey.

Speaker 0

让我明确说一句,我不认为向太空数据中心发展的过程会比实现完全自动驾驶更顺利。

And let me just say, I do not expect the journey towards space based data centers to go any more smoothly than the journey to full self driving.

Speaker 3

好吧?

Okay?

Speaker 3

这是个很好的观点。

That that's a good point.

Speaker 3

这是个很好的观点。

That's a good point.

Speaker 3

我认为,这一进程的进展可能会比最乐观的人所预期的更缓慢。

I think we should expect this to go more slowly than maybe the most optimistic people do.

Speaker 3

但这至少是马斯克提出合并这两家公司的理由之一:最终,人工智能的未来指向了将部分基础设施部署到太空,并实现他所说的‘ sentient sun’——即捕获太阳能并将其转化为计算能力,这也是这一理由的一部分。

But this is at least part of the stated rationale that Musk gave for merging these two companies together is that ultimately the future of AI is pointing toward needing to put at least some of the infrastructure into space and having, what he calls the sentient sun, which is basically like capturing the solar energy, and and turning that into compute is part of the reason for this rationale.

Speaker 3

投资者会接受这个说法吗?

Will investors buy that?

Speaker 3

我不确定,但我认为这正是他想走的方向。

I'm not sure, but, I think that's where he wants to go.

Speaker 0

你知道,你还有一个‘sentient son’(有知觉的儿子)。

You know, you also have a sentient son.

Speaker 0

他很可爱。

He's lovely.

Speaker 0

让我这么说吧。

Here's what I'll say.

Speaker 0

如果我们真要这么做,我倒希望亲眼看到埃隆亲自去太空建造这些数据中心。

I would if if we're gonna do this, I would like to actually see Elon go into space and building some of these, you know, data centers.

Speaker 0

我想看到他穿着宇航服,手里拿着扳手,是的。

I wanna see him in, like, a spacesuit with a wrench Yeah.

Speaker 0

亲自出一份力,你知道的。

Doing his part, you know.

Speaker 0

人们说,一个好领导,不会要求别人做任何自己不会做的事。

They say a good boss, there's nothing that they would ask someone else to do that they wouldn't do themself.

Speaker 3

我觉得说得对。

I think that's right.

Speaker 0

所以我真想看到他上去。

So I would love to see him up there.

Speaker 3

我也想看到凯蒂·佩里和他一起上去。

I wanna see Katy Perry up there with him.

Speaker 3

我想看到她去维修高带宽内存。

I wanna see her fixing the high bandwidth memory

Speaker 0

嗯,她有太空经验。

Well, she has space experience.

Speaker 0

是的。

Yeah.

Speaker 0

实际上,当你纵观整个人类历史,去过太空的人比凯蒂·佩里还多的屈指可数。

Actually, when you look at, like, all of humanity, there are very few people who have been to space more than Katy Perry.

Speaker 0

确实如此。

It's true.

Speaker 0

所以我觉得这是个好主意。

So I think it's a good idea.

Speaker 0

是的。

Yeah.

Speaker 3

好吧。

Alright.

Speaker 3

凯西,你认为成为SpaceX的一部分会对X这个社交媒体平台产生什么影响吗?

Casey, what effect, if any, do you think that being part of SpaceX will have on X, the social media network?

Speaker 0

我的担心是,这会让它们比以往更加不负责任。

Well, my fear is that it is going to make them even less accountable than they have been so far.

Speaker 0

对吧?

Right?

Speaker 0

因此,在这次收购进行之际,Axe arguably 正处于一场危机之中。

So as this acquisition is happening, Axe, I think, arguably is in the midst of a crisis.

Speaker 0

这正是我们曾在节目中讨论过的危机。

It's a crisis that we've talked about on the show.

Speaker 0

Grok 聊天机器人被用来生成数百万张针对女性和儿童的性化图像,如今它正受到全球多个国家的调查。

The, Grok chatbot was used to create millions of sexualized images of women and children, and it is now under investigation by countries around the world.

Speaker 0

就在本周,法国警方突袭了 X 在巴黎的办公室,这是针对包括传播儿童性虐待材料(CSAM)在内的潜在犯罪行为所进行的长期调查的一部分。

Just this week, French police raided ex's offices in Paris as part of what has apparently been a very long investigation into, potential crimes, including distributing CSAM, child sexual abuse material.

Speaker 0

英国媒体监管机构 Ofcom 也已启动了调查。

And the The UK's media regulator, Ofcom, has also opened an investigation.

Speaker 0

所以,我知道这些调查肯定会继续推进,但我的担忧是,一旦 X 已经被并入 X AI,

So, you know, I'm sure that those things are going to proceed, but my fear is that once x just it's already been swallowed up once into x AI.

Speaker 0

当它进一步被并入 SpaceX 时,就会引发一些非常奇怪的问题——比如,假设某个国家雇佣 SpaceX 为战略目的部署大量卫星。

Once that gets further swallowed up into, SpaceX, now you start to get into some really weird issues where let's say that a country has hired SpaceX to put a bunch of satellites into space for strategic purposes.

Speaker 0

现在,他们可能不太愿意因为这些CSAM违规行为而追究他们,因为他们认为,这对我们来说是一个非常重要的关系。

Now it's maybe gonna be a little bit more reticent to go after them for these CSAM violations because they think, well, that's actually a really important relationship for us.

Speaker 0

我们需要确保优先获得访问权,以便能够将我们的卫星送入太空。

We need to make sure that we have priority access so that we can get our satellites into space.

Speaker 0

突然之间,X的问责性就大大降低了。

And all of a sudden, there's just way less accountability for X.

Speaker 0

所以这些是非常现实的担忧。

So these are very real concerns.

Speaker 0

对吧?

Right?

Speaker 0

看看乌克兰为了维持对互联网的访问权而经历的一切,这对其与俄罗斯的战争至关重要。

Like, look at what Ukraine has had to go through with Starlink in order to maintain its own access to Internet connectivity, which is essential to its war with Russia.

Speaker 0

所以这些不是理论上的担忧,而且,如果你是我这样一个美国监管者,我可能会对这项收购持非常怀疑的态度。

So these are not theoretical concerns, and, you know, this is one reason why if, you know, I were, a a United States regulator, I might look actually very skeptically at this acquisition.

Speaker 0

收购。

Acquisition.

Speaker 3

是的。

Yeah.

Speaker 3

我觉得这是对的。

I think that's right.

Speaker 3

我认为,作为一家上市公司,可能会迫使X公司稍微整顿一下自己的行为。

I think there are certain ways in which, like, being part of a public company could force, X to, I don't know, get its act together a little bit.

Speaker 3

也许会有一些额外的信息披露要求。

Maybe there will be some additional disclosure requirements.

Speaker 3

我们终于能弄清楚到底有多少人在使用这个平台,它到底是在赚钱还是亏钱?

We'll finally be able to figure out, like, how many people are using this thing, how much money is it making or losing?

Speaker 3

你知道,X公司的业务到底是什么样子?

You know, what what does the business of X look like?

Speaker 3

因此,从这个角度看,我认为这对想要理解前推特如今变成什么样子的人是有好处的。

So in that sense, I think it could be good for people trying to make sense of what, you know, the former Twitter has become.

Speaker 3

但我认为你说得对。

But I think you're right.

Speaker 3

这确实给了他们巨大的杠杆作用。

It absolutely does give, them tremendous leverage.

Speaker 3

他们将拥有星链。

They're gonna have, you know, Starlink.

Speaker 3

他们将拥有太空探索技术公司。

They're gonna have SpaceX.

Speaker 3

他们将拥有xAI。

They're gonna have x AI.

Speaker 3

他们将拥有X这个社交网络。

They're gonna have x the social network.

Speaker 3

所以,如果你本来就觉得埃隆·马斯克已经权力过大,这让你感到担忧,那么我认为这对你来说将是一个非常负面的发展。

So it's just like if you thought Elon Musk was already too powerful and that was a thing that worried you, I think this is gonna be a really negative development for you.

Speaker 0

确实如此。

Absolutely.

Speaker 0

不过,我可以为这个原本相当阴暗的故事增添一点轻松的插曲,凯文,那就是在法国对X展开的调查中,琳达·亚卡里诺被传唤出庭。

Now there is one lightly comic note that that I could inject into this otherwise, you know, dark aspect of the story, Kevin, which is that as part of the French investigation into x, Linda Yaccarino was being called back to appear.

Speaker 0

我总是喜欢他们把过去季的角色重新带回来。

And I always love it when they bring back characters from past seasons.

Speaker 0

你懂我的意思吧?

You know what I mean?

Speaker 3

好多年没听到这个名字了。

Haven't heard that name in years.

Speaker 0

没错。

That's right.

Speaker 0

X的前首席执行官。

The former CEO of X.

Speaker 0

嗯。

Mhmm.

Speaker 0

她现在不得不向法国政府交代了。

She's now gonna have to answer to the French government.

Speaker 3

好的。

Okay.

Speaker 3

嗯,我怀疑这可能会搞砸。

Well, I suspect that that will go poorly.

Speaker 3

我想我在这里的另一个问题是,这会对X AI以及他们在地球上建设地面数据中心的策略产生什么影响。

I think the other question I have here is how this affects x AI and their strategy for building terrestrial data centers here on Earth.

Speaker 3

我跟一些大型AI公司的人聊过,他们越来越担心X AI。

I've talked to some people at some of the big AI companies who are increasingly worried about x AI.

Speaker 3

我认为传统上他们并不被认为是一家顶级的AI公司。

I think they traditionally haven't been thought of as kind of a top tier AI company.

Speaker 3

我仍然不觉得Grok被认为是市场上最好的聊天机器人之一,但他们现在通过埃隆·马斯克获得了大量资金,而在此次IPO后又获得了公众投资者的资金,并且他们确实在使用这些钱。

I don't still don't think Grok is sort of considered one of the best chatbots on the market, but they now have access to a lot of money through Elon Musk and then after this IPO through the public investors, and they are actually using that money.

Speaker 3

他们最近上线了一个大型的Colossus二号数据中心,配备了大量最新的NVIDIA Blackwell芯片,大约55万台,比其他任何公司都多。

They just recently brought a big, Colossus two data center online with a bunch of the newest Blackwell NVIDIA chips, like 550,000 of them, which is more than anyone else has.

Speaker 3

因此,有些人开始关注他们建设这个数据中心的速度以及获得的芯片数量,并思考:如果这些人能做出一个不错的模型,他们可能会迅速赶上来。

And so there are people starting to look at how quickly they are building this data center and how many chips they're getting and thinking, well, if these guys can, like, make a good model, they could catch up quite quickly.

Speaker 3

所以,你知道,光靠在芯片上砸钱并不能让你直接达到前沿,但这确实是一个关键因素。

So, you know, you can't just get to the frontier by outspending everyone else on chips, but it's an ingredient.

Speaker 3

我认为他们现在有这笔钱,而且在此次IPO之后还会拥有更多资金来做这件事。

And I think they have the money and they will have even more money after this IPO to do that.

Speaker 3

这是核心所在

This is the core of

Speaker 0

这个故事的关键。

the story.

Speaker 0

这就是我理解我们在这个段落中讨论的所有事件的方式:埃隆正在利用他在人工智能竞赛中的核心优势,即获得最多资金的能力以及整合多家公司的能力。

Like, this is how I understand all of the events that we are talking about in this segment that this is Elon using the core advantage he has in the AI race, which is access to the most money and the ability to combine many different companies together.

Speaker 0

对吧?

Right?

Speaker 0

由于这次合并,XAI烧掉数十亿美元的事实已经无关紧要,因为它现在可以从SpaceX的利润中汲取资金,这将让埃隆赢得时间。

Now as a result of this merger, the fact that XAI is burning billions of dollars doesn't matter because it can now suckle off the profits of SpaceX, and that is going to let Elon buy time.

Speaker 0

对吧?

Right?

Speaker 0

所以,整个赌注是我们现在可能还没达到前沿。

And so the whole bet is we may not be at the frontier right now.

Speaker 0

我们可能只是二流实验室,但我们有很多钱,也有很强的能力进行这些金融操作。

We may be a second tier lab, but we have a lot of money and we have a lot of ability to do these financial engineering schemes.

Speaker 0

所以,我们只是赌一把,只要时间足够,我们就能赶上来。

And so we are just going to bet that if we have enough time, we will be able to catch up.

Speaker 0

我们要么能自己取得突破,要么直接抄别人的作业,这样就能赢。

We will be able to either come up with a breakthrough of our own or just copy off somebody else's homework, and that is gonna let us win.

Speaker 0

再加上我们即将建设的庞大基础设施,这将让我们获胜。

That, in combination with this massive infrastructure that we're gonna build, that is gonna let us win.

Speaker 3

你还记得埃隆·马斯克签署那封呼吁暂停六个月的公开信吗?

Do you remember when Elon Musk signed an open letter calling for a six month slowdown?

Speaker 3

那封信呼吁暂停大型语言模型的训练六个月?

A six month pause in the training of large language models?

Speaker 3

是的。

Mhmm.

Speaker 3

你还记得很久以前,比如2023年,那时发生过这件事吗?

Do you remember the long ago year of, like, 2023 when that happened?

Speaker 3

另一个举动是

Another move at

Speaker 0

当时确实符合埃隆的利益,因为这再次让他赢得了时间。

the time that did serve Elon's interest because it, again, allowed him to play for time.

Speaker 0

对吧?

Right?

Speaker 0

埃隆·马斯克需要的是时间。

Like, what Elon Musk needs is time.

Speaker 0

他需要时间来建设。

He needs time to build.

Speaker 0

他需要时间来追赶。

He needs time to catch up.

Speaker 0

他需要时间将他的所有公司连接起来,以便获得所需的资金。

He needs time to link all of his companies together so that he has access to the capital that he needs.

Speaker 0

这就是他玩这个游戏的方式。

That is how he's playing this game.

Speaker 3

是的。

Yes.

Speaker 3

他真正想表达的是,其他人都慢了下来。

What he really meant was everyone else slowed down.

Speaker 3

慢了下来。

Down.

Speaker 3

我在这里忙着建造火箭和数据中心。

I'm trying to build rockets and data centers over here.

Speaker 3

本周AI领域还有另一个大新闻,那就是OpenAI、NVIDIA和甲骨文之间正在上演的纷争。

Well, was one more big story in the AI world this week, which is the drama that is unfolding involving OpenAI, NVIDIA, and Oracle.

Speaker 3

所以,凯西,我能试着总结一下这里发生的事情吗?然后你告诉我我哪里说错了?

So Casey, can I try to sort of give the summary view of what is going on here and then you tell me what I'm messing up?

Speaker 3

请说吧。

Please do.

Speaker 3

好的。

Okay.

Speaker 3

所以事情是这样的。

So here's what has been going on.

Speaker 3

上周晚些时候,《华尔街日报》报道称,英伟达与OpenAI之间的这笔交易可能没有人们之前认为的那么稳固。

There was reporting in the Wall Street Journal late last week around this deal between NVIDIA and OpenAI maybe being a little shakier than people had thought.

Speaker 3

作为提醒,去年九月,英伟达宣布计划向OpenAI投资高达1000亿美元。

So as a reminder, last September, NVIDIA announced a plan to invest up to a $100,000,000,000 in OpenAI.

Speaker 3

这是他们在去年秋天进行的一系列交易协议的一部分。

This was part of their sort of deal making sprint that happened last fall.

Speaker 3

根据《华尔街日报》的消息,英伟达内部有一些人对这笔交易越来越持怀疑态度,并表达了疑虑。

And according to the journal, there were some in Nvidia who were growing a little more skeptical of this deal and were expressing doubts.

Speaker 3

根据《华尔街日报》的消息来源,英伟达首席执行官黄仁勋近几个月来私下向行业同仁强调,最初的1000亿美元协议是无约束力的,尚未最终敲定。

According to the journal sources, Jensen Huang, the CEO of NVIDIA, has privately emphasized to industry associates in recent months that the original $100,000,000,000 agreement was nonbinding and not finalized.

Speaker 3

他还根据《华尔街日报》的报道,私下批评了OpenAI在商业策略上缺乏纪律性,并对它面临的来自谷歌和Anthropic等公司的竞争表示担忧。

He has also, according to the journal, privately criticized what he has described as a lack of discipline in OpenAI's business approach and expressed concerns about the competition it faces from the likes of Google and Anthropic.

Speaker 3

所以,第一个转折点就是,你知道的,双方闹矛盾了,英伟达可能对这笔交易开始打退堂鼓。

So that's sort of turn to the screw number one is, you know, the boys are fighting and NVIDIA is getting maybe cold feet about this deal.

Speaker 3

接着,《路透社》发布了一篇报道,称OpenAI对NVIDIA最新芯片的一些表现感到不满,特别是它们在推理任务上的性能。

Then a report comes out from Reuters alleging that OpenAI is not happy with some of NVIDIA's latest chips, specifically their performance on inference.

Speaker 3

这篇报道还提到,OpenAI也与其他多家公司达成了合作,包括AMD、Cerebras,以及一家名为Grok(拼写为q)的芯片公司——而NVIDIA现已对该公司的技术进行了许可或收购。

And they sort of noted in this report that OpenAI has also been doing deals with a bunch of other companies, AMD, Cerebras, Grok with a q, which is another chip company, which NVIDIA has now sort of licensed or acquired.

Speaker 3

可以说是准收购。

Pseudo acquired.

Speaker 3

这两篇报道看起来似乎是相互关联的。

So these two reports seem like they're kind of related to each other.

Speaker 3

NVIDIA这边有些人表示:嘿。

Some people from NVIDIA side saying, hey.

Speaker 3

我们对你们公司的业务实力有些疑问,或者至少有人在泄露消息,称他们对NVIDIA最新推出的芯片不太满意。

We have some questions about, you know, the strength of your business and OpenAI or at least people, you know, sort of leaking out that they may be unhappy with the latest chips out of NVIDIA.

Speaker 3

到目前为止,我讲得对吗?

And so am I right so far?

Speaker 0

你到现在为止做得非常好。

You're doing a great job so far.

Speaker 0

这事儿挺复杂的。

This is a complicated one.

Speaker 0

你处理得非常好。

You're you're navigating it beautifully.

Speaker 3

好的。

Okay.

Speaker 3

于是,首席执行官们进入了危机公关模式。

So then the CEOs go into damage control mode.

Speaker 3

对吧?

Right?

Speaker 3

于是,萨姆·阿尔特曼在X上发帖说,我们非常乐意与英伟达合作,他们制造着世界上最好的AI芯片。

So Sam Altman says he goes on x and he says, we love working with NVIDIA and they make the best AI chips in the world.

Speaker 3

我们希望成为他们长期的超级大客户。

We hope to be a gigantic customer for a very long time.

Speaker 3

我不明白这些疯狂的言论是从哪儿来的。

I don't get where all this insanity is coming from.

Speaker 3

然后,英伟达的黄仁勋也说了差不多的话。

And then Jensen Huang of NVIDIA says basically the same thing.

Speaker 3

他说,有关两家公司关系破裂的报道都是无稽之谈。

He says, he calls the reports of a rift between the company's nonsense.

Speaker 3

他还说,我真的很喜欢和萨姆合作。

And he said, I really love working with Sam.

Speaker 3

就在这时,甲骨文介入了,它也参与了所有这些数据中心交易。

So into all this steps Oracle, which is also involved in all of these data center deals.

Speaker 3

它们正是建造数据中心的公司,英伟达的芯片被安装在这些数据中心里,用于训练OpenAI模型。

They're the ones building the data centers that the NVIDIA chips go in that are used to train the OpenAI model.

Speaker 3

所以,这里就有了这个‘三人组’的第三部分。

So there's sort of the third piece of this throuple here.

Speaker 3

它们在X上发布了一篇帖子,称:‘英伟达与OpenAI的合作对我们与OpenAI的财务关系没有任何影响。’

And they put out this post on X that says, quote, the NVIDIA OpenAI deal has zero impact on our financial relationship with OpenAI.

Speaker 3

我们对OpenAI筹集资金并履行其承诺的能力依然充满信心。

We remain highly confident in OpenAI's ability to raise funds and meet its commitment.

Speaker 3

基本上,甲骨文的一些投资者担心,如果英伟达不向OpenAI提供这1000亿美元,OpenAI就没有足够的资金来支付甲骨文建设的所有数据中心。

Basically, some of Oracle's investors have been worried that if NVIDIA doesn't give OpenAI this $100,000,000,000, then OpenAI won't have the money to pay for all the data centers that Oracle is putting up.

Speaker 3

对。

Right.

Speaker 3

我漏掉了什么重要的内容吗?

Did I miss anything important?

Speaker 0

你确实漏掉了一件重要的事,但我也没注意到。

You did miss one important thing, but I missed it too.

Speaker 0

直到本周,我采访了《华尔街日报》的优秀记者Berber Jin,她帮我理清了一些被报道过的曲折细节,但我认为有些人还没有完全把这些线索串联起来。

Until this week, I talked to Berber Jin, the great reporter at the Wall Street Journal who helped to walk me through some of the the twists and turns that have been reported, but I think that some folks aren't bringing together entirely.

Speaker 0

据我理解,OpenAI和英伟达之间问题的核心是这样的。

Here is the crux of the problem between OpenAI and NVIDIA as I understand it.

Speaker 0

今年九月,协议的一部分是英伟达将把芯片租赁给OpenAI。

In September, part of the deal was that NVIDIA was going to lease its chips to OpenAI.

Speaker 0

英伟达这么做基本上是前所未有的。

This is basically unheard of for NVIDIA to do.

Speaker 0

英伟达希望向你出售其芯片。

NVIDIA wants to sell you its chips.

Speaker 0

芯片是折旧资产。

Chips are depreciating assets.

Speaker 0

它希望把这些芯片从资产负债表上移除。

It wants to get them off of its balance sheet.

Speaker 0

如果英伟达将芯片租赁给OpenAI,这些芯片仍会保留在英伟达的资产负债表上,成为盈利能力的负担。

If it leases the chips to OpenAI, those chips remain on the NVIDIA balance sheet and they're just kind of a drag on profitability.

Speaker 0

当然,还存在一种风险,即OpenAI某天可能违约,无法支付所有租赁芯片的费用。

And of course, there's the risk that maybe at some point OpenAI, you know, defaults and it can't pay for all the chips that it has leased.

Speaker 0

在这种情况下,英伟达本更希望直接把芯片卖给别人,毕竟肯定能找到买家,对吧?

And in that case, Nvidia would have much rather have just sold them to somebody else because God knows it would have been able to find a buyer, right?

Speaker 0

因此,这是九月份达成的一项非常不寻常的交易。

So this was a very unusual deal that had been made in September.

Speaker 0

而在接下来的几个月里,凯文,我们看到投资者对AI基础设施建设的信心开始下滑。

And over the next few months, Kevin, we have seen investor confidence in the AI build out begin to decline.

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Speaker 0

你可以在公开的股价中看到这一点。

You can see it in the public stock prices.

Speaker 0

甲骨文的股价大幅下跌,我认为在某些时候甚至跌了一半,投资者对此非常担忧。

Oracle stock price way down, I believe at various points by about half Investors are that concerned.

Speaker 0

CoreWeave,另一家让AI实验室能够访问芯片算力的公司。

CoreWeave, another one of these companies that, you know, lets AI Labs get access to chip capacity.

Speaker 0

Neo Cloud。

A Neo Cloud.

Speaker 0

可以这么说,是Neo Cloud。

A Neo Cloud, if you will.

Speaker 0

那是来自矩阵的云。

That's a cloud from the matrix.

Speaker 0

它们的股价也大幅下跌。

They have also seen their stock price dramatically decline.

Speaker 0

根据伯伯的说法,这正是英伟达高管们开始担忧的事情。

And according to Berber, this is what the executives at NVIDIA start to get concerned about.

Speaker 0

他们认为我们不希望为这些租赁的芯片对OpenAI承担全部责任。

And they think we don't wanna be on the hook to OpenAI for all of these leased chips.

Speaker 0

因此,我们将退出这笔交易的这一部分。

And so that is the part of the deal that we are going to step away from.

Speaker 0

我们不会和他们做这种租赁业务。

We are not going to do this leasing thing with them.

Speaker 0

我们只会回归纯粹的销售模式。

We are just going to go back to pure sales.

Speaker 0

确实,英伟达仍然乐意持有OpenAI的股权。

Now it is true that NVIDIA is still happy to take an equity stake in OpenAI.

Speaker 0

他们相信OpenAI。

They believe in OpenAI.

Speaker 0

OpenAI是一个不错的客户。

OpenAI is a good customer.

Speaker 0

他们认为OpenAI长期来看有很大可能取得成功。

They do think that there's a good chance it's gonna be successful in the long run.

Speaker 0

但你可能还记得去年,凯文,你还记得萨姆·阿尔特曼当时说的话吗?我们的计划简直疯狂到极点。

But you may remember back last year, Kevin, do remember what Sam Altman would say things like, our plans are literally so crazy.

Speaker 0

我们得发明全新的金融工具。

We're gonna have to invent new financial instruments.

Speaker 0

他在OpenAI开发者大会上说这话的时候,我们就在现场。

We were in the room when he said this at the OpenAI developer day.

Speaker 3

是的。

Yes.

Speaker 0

我刚才描述的这种租赁协议,我认为就是那些疯狂的金融工具之一。

This leasing deal that I just described, I believe, was one of those crazy financial instruments.

Speaker 0

英伟达说,这太疯狂了。

And NVIDIA said, this is too crazy.

Speaker 3

这涉及大量金融工程,以及投资者对这些公司的各种讨论。

So this is a lot of, like, financial engineering and a lot of sort of investor talk about these companies.

Speaker 0

但我喜欢谈论这个,因为这正是我们的核心专长。

But And I love talking about it because that's our core expertise.

Speaker 0

是的。

Yes.

Speaker 0

不是。

No.

Speaker 0

但我觉得,比如说,要从

But I I think, like, to take

Speaker 3

稍微退一步看,我认为这里发生的情况是,这些大公司对于将大量资源投入建设AI数据中心这一想法,有着不同程度的接受度。

a step back for a second, I think what's happening here is there are just various levels of comfort among these big companies with the idea of spending some huge portion of their resources on building out these data centers for AI.

Speaker 3

而且我觉得有些人已经提到,这种循环交易正是问题所在。

And I think some people have said this is sort of the the problem with these circular deals.

Speaker 3

对吧?

Right?

Speaker 3

如果所有这些公司都在彼此之间做交易,用各种新方式融资,那么一旦OpenAI和英伟达之间的这笔交易崩溃或大幅缩水,就会波及甲骨文。

If you have all of these companies doing deals with each other and financing everything in new ways, then, like, if this deal between OpenAI and video were to collapse or were to sort of become much smaller, then that affects Oracle.

Speaker 3

它会影响整个生态系统中的所有其他合作伙伴,而担忧在于,你一旦抽掉其中一块,整个结构就可能崩塌。

It affects all of the other partners in that ecosystem, and the the worry is like you pull out one piece and, like, the whole thing comes down.

Speaker 0

是的。

Yeah.

Speaker 0

当然。

Absolutely.

Speaker 0

而且我认为我们还没有到那一步,但当我与贝伯交谈时,他说这件事似乎危及了OpenAI自建第一方数据中心的计划。

And and I don't think we are there yet, but when I spoke with Berber, he said that one thing that this does seem to put at risk is OpenAI's plans to build its own first party data centers.

Speaker 0

对吧?

Right?

Speaker 0

就是说,用来做这件事的资金。

Like, the money to do that.

Speaker 0

我的意思是,这成本高得惊人。

It's I mean, it's staggeringly expensive.

Speaker 0

单是填充一个这样的数据中心所需的芯片,成本就高达数百亿美元。

Like, the chips alone to fill one of these data centers cost in the tens of billions of dollars.

Speaker 0

仅仅是芯片。

Just the chip just the chips.

Speaker 0

你在九十年代买过一张显卡。

You bought a graphics card in the nineties.

Speaker 0

那是多少?

It was what?

Speaker 0

400美元?

400?

Speaker 0

现在想象一下,你花了350亿美元买芯片。

Now imagine you spent $35,000,000,000 on chips.

Speaker 0

这就是我们所处的世界。

Like, is the world that we're in.

Speaker 0

这似乎不太可能。

That seems less likely.

Speaker 0

因此,这将迫使OpenAI与其他云服务商达成合作。

And so that's gonna put pressure on OpenAI to make deals with other cloud providers.

Speaker 0

对吧?

Right?

Speaker 0

而且,你知道,它已经达成了很多这样的协议,并且还有大量新的算力即将上线。

And it, you know, it has a lot of those deals and it has a lot more capacity coming online.

Speaker 0

但所有这些都再次说明,萨姆·阿尔特曼有着非常雄心勃勃的愿景,但或许在从A到B的实现过程中遇到了一些困难。

But all of this just speaks to, you know, once again, Sam Altman having a very ambitious vision and then maybe, struggling a little bit to get from a to b.

Speaker 3

所以你认为OpenAI和Vidya之间双方CEO都否认的这种矛盾,真的存在吗?

So do you think this beef between OpenAI and Vidya that both CEOs are denying is a beef, exists?

Speaker 0

我不知道OpenAI的各个高管对于这项租赁协议即将终止有何感受。

So I don't know how individual OpenAI executives feel about the fact that this leasing deal is going away.

Speaker 0

我猜他们会感到不快。

I imagine they would be unhappy.

Speaker 0

这项协议似乎对他们非常有利,而它不再存在,无疑会给他们带来一些问题。

It seems like that deal was quite favorable to them, and the fact that it doesn't exist anymore is going to create some problems for them.

Speaker 0

但与此同时,他们也不想直接挑衅NVIDIA,说‘你们不行’。

At the same time, they do not want to poke NVIDIA in the eye and say, you suck.

Speaker 0

他们希望拿到NVIDIA刚刚承诺的200亿美元,用于下一轮融资,因为他们极度需要这笔钱。

They want to take the $20,000,000,000 that NVIDIA just pledged to their next fundraising round because they desperately need that money.

Speaker 0

所以这一切最终都会得到缓解,因为毕竟这两方之间仍然存在很多双赢的局面。

So this is all going to get smoothed over because ultimately, like, there are still plenty of, like, win win situations for these two players.

Speaker 0

但我认为,只要投资者对这些基础设施计划的信心依然不稳定,英伟达就不会推出任何疯狂的新金融工具。

But I do think you can expect to see as long as investor confidence in these infrastructure plans remains shaky, NVIDIA is not gonna be making up any crazy new financial instruments.

Speaker 3

没错。

Right.

Speaker 3

他们做的是芯片销售业务。

They're in the chip selling business.

Speaker 3

他们 presumably 希望继续从事芯片销售业务。

They presumably wanna stay in the chip selling business.

Speaker 3

好的。

Alright.

Speaker 3

所以这就是本周人工智能界最大的戏剧性事件。

So that's the big drama in the AI world this week.

Speaker 3

凯西,这些故事在你看来有任何关联吗?

Casey, do these stories seem related to you in any way?

Speaker 3

X AI 和 SpaceX 的合并,以及 OpenAI、NVIDIA 和 Oracle 的纷争?

The x AI SpaceX merger and the OpenAI NVIDIA Oracle drama?

Speaker 0

是的。

Yes.

Speaker 0

它们是相关的。

They are related.

Speaker 0

它们关乎为了赢得人工智能竞赛必须付出多大的努力,以及各家公司拥有哪些不同的优势。

They are about the lengths that you have to go to in order to win the AI race and what are the different advantages that the companies have.

Speaker 0

对吧?

Right?

Speaker 0

埃隆的优势在于能够进行大量的财务操作,利用他盈利丰厚的公司来补贴他亏损的公司。

So Elon has the advantage of being able to do a lot of financial engineering and use his very rich profitable company to subsidize his money losing company.

Speaker 0

OpenAI 没有这个优势。

OpenAI does not have that advantage.

Speaker 0

他们拥有的是世界上最强的融资者,也许还是世界上最伟大的讲故事者之一——萨姆·阿尔特曼。

What they have is the world's greatest fundraiser and and maybe one of the world's, greatest storytellers in Sam Altman.

Speaker 0

他还能出去游说英伟达,短暂地发明一种新的金融工具来资助他的梦想。

And he can get out there and he can, you know, persuade NVIDIA briefly to invent a new financial instrument to try to finance his dreams.

Speaker 0

这件事这周已经泡汤了,但我相信他会继续努力利用这一优势,争取获胜。

That happened to fall apart this week, but I'm sure he's gonna continue to try to press that advantage as they try to win.

Speaker 3

是的。

Yeah.

Speaker 3

事情会变得越来越奇怪。

It's gonna get so weird.

Speaker 3

真的会变得越来越奇怪。

It's just gonna get so weird.

Speaker 3

这些数字已经大到让我觉得麻木了。

The numbers are already getting so big that I'm just like, I've sort of become desensitized to them.

Speaker 3

我心想,哦,150亿美元?

I'm like, oh, like, 15,000,000,000?

Speaker 3

这就像一根香蕉,迈克尔。

Like, it's a banana, Michael.

Speaker 3

这可能会花多少钱?

How much could it cost?

Speaker 0

2024年,我去Anthropic采访一个人,看到他们笔记本电脑上贴着一张贴纸,上面写着:这是最后正常的一年。

In 2024, I went to Anthropic to interview somebody, and on their laptop, there was a sticker that said, this is the last normal year.

Speaker 0

我真的觉得这张贴纸说得对。

And I actually think that sticker might have right.

Speaker 0

是的。

Yes.

Speaker 3

我们回来后,许个愿吧。

When we come back, make a wish.

Speaker 3

我们将进入谷歌的新实验性研究项目——Project Genie。

We're going inside Google's new experimental research project, Project Genie.

Speaker 2

哦,我要许的愿望是更多愿望。

Oh, gonna I'm wish for more wishes.

Speaker 4

我是贾德森·琼斯。

I'm Judson Jones.

Speaker 4

我是《纽约时报》的一名记者兼气象学家。

I'm a reporter and meteorologist at The New York Times.

Speaker 4

近二十年来,我一直报道极端天气,而由于气候变化,极端天气正变得越来越严重,及时且准确的气象信息也变得愈发重要。

For about two decades, I've been covering extreme weather, which is getting worse because of climate change, and it's becoming more important to get timely and accurate weather information.

Speaker 4

因此,我们发送这些定制化的简报,提前最多三天告知您可能影响您或您关心的地方的极端天气。

That's why we send these customized newsletters letting you know up to three days in advance about extreme weather that could impact you or a place you care about.

Speaker 4

在《纽约时报》,您可以确信我们发布的每一条内容都基于我们所能获得的最准确、经过验证的科学信息,因为我们希望您能够根据这些信息实时做出生活决策。

At The Times, you can be confident that everything we publish is based off the most accurate scientific and vetted information available to us because we want you to be able to make real time decisions about how to go about your life.

Speaker 4

这种工作让订阅《纽约时报》变得如此有价值,也是您支持基于事实的独立新闻的方式。

This is the kind of work that makes subscribing to The New York Times so valuable, and it's how you can support fact based independent journalism.

Speaker 4

如果您想订阅,请访问 nytimes.com/subscribe。

So if you'd like to subscribe, go to nytimes.com/subscribe.

Speaker 3

好的。

Alright.

Speaker 3

今天,我们要讨论的是一项名为 Project Genie 的计划。

Today, we're talking about something called Project Genie.

Speaker 3

这是一个由谷歌上周发布的新工具,允许用户创建可以像视频游戏一样探索的互动世界。

This is a new tool that was released by Google last week that lets users create interactive worlds that they can navigate around like a video game.

Speaker 0

所以,从技术上讲,凯文,他们甚至不称其为工具。

So, technically, Kevin, they're not even calling it a tool.

Speaker 0

他们说这是一个实验性的研究原型。

They say it's an experimental research prototype.

Speaker 0

所以在使用Project Genie之前,请穿上你的实验服。

So please don your lab coat before using Project Genie.

Speaker 3

是的。

Yes.

Speaker 3

这是谷歌的说法,意思是这非常昂贵,我们不希望你频繁使用。

That is Google speak for this is very expensive, and we don't want you to use it a lot.

Speaker 3

嗯。

Mhmm.

Speaker 3

所以,这是来自谷歌Genie三号模型的东西,该模型是驱动Project Genie的基础模型。

So this is something that has come out of Google's Genie three model, which is the underlying model that powers Project Genie.

Speaker 3

他们早在八月就展示了这个功能,但随后花了接下来几个月的时间围绕它打造了一个产品,现在你可以亲自进去使用了。

They showed that off back in August, but then they sort of spent the next few months building a product around that so that now you can actually go in and use this yourself.

Speaker 3

目前,Project Genie 仅限于订阅了 Google AI Ultra 计划的用户使用,这是他们每月 250 美元的顶级套餐,而且仅限美国地区、年满 18 岁以上的人使用。

Right now, access to Project Genie is still only for people who pay for the Google AI Ultra plan, which is their super high end $250 a month plan, and it's only in The US and only for over 18.

Speaker 3

因此,这个功能的使用范围非常有限,我猜是因为运行它需要极高的计算资源且成本高昂,但他们还是给了我们访问权限。

So this is very limited because I assume it's very compute intensive and expensive to run, but they did give us both access.

Speaker 3

我们能够稍微体验一下。

We're able to play around a little bit.

Speaker 0

是的。

Yeah.

Speaker 0

我认为 Project Genie 值得讨论的一个原因是,Kevin,它和我们平时在这里讨论的 AI 类型完全不同。

And one reason why I think the project Genie is really interesting to talk about, Kevin, is that it is just a different flavor of AI than we normally talk about around here.

Speaker 0

你知道的?

You know?

Speaker 0

我们经常谈论的是纯粹的大型语言模型,也就是这些聊天机器人式的交互。

So often we talk about these pure large language model, these these chatbot interactions.

Speaker 0

Genie 是一种不同的东西。

Genie is something different.

Speaker 0

它基于世界模型,而这一概念近来在人工智能领域备受关注。

It's based around a world model, and that is an idea that is getting a lot of attention in the AI community these days.

Speaker 3

是的。

Yeah.

Speaker 3

在过去的几个月里,这一直是热议的话题。

It's been a big topic of discussion in the last couple of months.

Speaker 3

我认为,这主要来自那些怀疑纯语言模型能否真正实现通用人工智能的人。

I would say from people who are skeptical that pure language models can reach all the way to AGI.

Speaker 3

对吧?

Right?

Speaker 3

像耶伦·莱库恩(Yann LeCun,前Meta高管)、李飞飞(Fei Fei Li)这样的AI界重量级人物,现在都开始创办这类世界模型公司,他们认为:等等,不对。

There are people like Yellen Lecun, formerly of Meta, Fei Fei Li, who's another big name in the AI industry who have now started these sort of world model companies, and they are people who are saying, well, wait a minute.

Speaker 3

通用人工智能不仅仅是关于对话、解决问题或编写代码。

Being an artificial general intelligence is not just about talking or even solving problems or writing code.

Speaker 3

你还必须具备对物理和现实世界的感知。

You also have to have a sense of physics and the physical world.

Speaker 3

如果你想做机器人之类的事情,很多人认为这些世界模型系统会有所帮助,因为你能让机器人理解它们周围的物理世界。

If you wanna do something like robotics, a lot of people are betting that these world model systems will help, with that because you'll be able to sort of give a robot an understanding of the physical world around them.

Speaker 3

因此,尽管它看起来像是主要为电子游戏设计的,但我认为谷歌的团队相信,这是他们整体努力的一部分,旨在让这些系统尽可能聪明和强大。

And so while it may look like something that is primarily for video games, I think the the folks at Google believe that this is sort of part of their overall push to make these systems as smart and capable as possible.

Speaker 0

是的。

Yeah.

Speaker 0

如果你在过去几天关注过社交媒体,你可能已经看到一些关于Genie项目的视频片段流传。

And if you have been on social media over the past few days, you may have seen some clips of project Genie going around.

Speaker 0

我找到了几个我特别喜欢的,凯文。

I found several of them that I really like, Kevin.

Speaker 0

我不知道你有没有看到这些片段。

I wonder if you saw any of these.

Speaker 0

有人制作了一个非常逼真的20世纪90年代大片录像带商店的复制品,你可以在里面走动。

Somebody put together a pretty good replica of a nineteen nineties blockbuster video store that you could walk around.

Speaker 0

是的。

Yes.

Speaker 0

我看到有人用提示词重现了耶稣受难的场景。

I saw, somebody who had recreated the crucifixion, using a prompt.

Speaker 0

我最喜爱的是,有人做了一个看起来像《盗梦空间》游戏的视频,就像诺兰电影里那样,人们横向飞过门,只不过你还能用键盘控制角色。

And my very favorite, somebody had made what basically looked like an inception video game where you had sort of, you know, people flying sideways through doors in the same way that they did during the Christopher Nolan movie except you could actually, you know, control the character using your keyboard.

Speaker 0

所以人们正在制作一些非常有趣的东西。

So some very fun things people are making.

Speaker 3

是的。

Yes.

Speaker 3

这些例子引起了广泛关注,包括投资者的关注。

These examples got a lot of attention, including from investors.

Speaker 3

在上周发布Project Genie之后,几家大型游戏公司的股价下跌了。

And following this announcement of Project Genie last week, several big video game companies saw their stock prices fall.

Speaker 3

Take Two Interactive的股价下跌了超过7%,本周迄今跌幅已超过10%。

Take Two Interactive dropped more than 7% and is down more than 10% so far this week.

Speaker 3

Roblox 股价下跌超过10%,目前仍处于下跌状态。

Roblox dropped more than 10% and is still down.

Speaker 3

Unity 另一家大型游戏公司,股价也下跌了超过20%。

Unity, another big gaming company, also saw its stock fall more than 20%.

Speaker 3

所以人们开始说:等等。

So people are saying, wait a minute.

Speaker 3

如果你能仅仅通过文字提示就生成这样的视频游戏。

If you can just generate video games like this With a text prompt.

Speaker 3

用文字提示就能生成,那为什么还要花钱买《堡垒之夜》或《侠盗猎车手》这样的游戏,而不是自己做一个类似的版本呢?

With a text prompt, why would you pay for a a video game like Fortnite or Grand Theft Auto or something if you can sort of make your own version of that?

Speaker 3

现在我不确定这是否现实。

Now I don't know that that's, like, realistic.

Speaker 3

我觉得这些投资者可能有点过度恐慌了,但我认为自从 Project Genie 发布以来,其影响在游戏行业最为显著,至少从目前来看,它与视频游戏的相似度最高。

I I think these investors may be just a little panicky, but I think the implications of this, have been sort of most heavily felt in the video game industry since Project Genie, at least what it looks like today, has the closest resemblance to a video game.

Speaker 0

是的。

Yeah.

Speaker 0

我想说的是,虽然我同意,凯文。

What I would say is that while I agree, Kevin.

Speaker 0

我们离用文本提示创建完整视频游戏还很远。

We're a long way from a text prompt to create a full video game.

Speaker 0

如果你使用Project Genie,很难看出它如何让视频游戏公司更有价值。

If you use Project Genie, it's not clear how it's making a video game company more valuable.

Speaker 0

对。

Right.

Speaker 3

那我们实际展示一下它是什么样子吧。

So let's actually show people what it looks like.

Speaker 3

Project Genie的界面基本上看起来很像一个聊天机器人,只不过有两个输入框,一个用于环境,一个用于角色。

So the actual Project Genie interface is basically, it looks a lot like a chatbot except it has two input boxes, one for environment and one for character.

Speaker 3

你可以大致描述一下你希望视频游戏中的场景是什么样子,然后描述你的角色,无论是人、动物还是物体。

So you basically give it some ideas about what you want the landscape in your sort of video game to look like, and then you describe your character, whether it's a person or an animal or an object.

Speaker 3

你可以选择第一人称或第三人称视角,即你是直接看到角色,还是只是通过角色的眼睛来看世界?

You can pick first person or third person, so do you actually see the character or are you just sort of seeing the world through their eyes?

Speaker 3

然后你点击一个名为“创建草图”的小按钮,Google 的图像生成模型 Nano Banana Pro 会生成一个二维的场景草图。

And then you hit a little button that says create sketch and Nano Banana Pro, which is one of the Google image generation models, goes out and like makes a a just two dimensional sketch of what this world looks like.

Speaker 3

你可以添加一些注释或进行修改。

You can add some notes or modify it.

Speaker 3

当你准备好了,就点击生成世界按钮,系统会运行几分钟,渲染出一个你可以自由行走的世界。

And then once you're ready, you hit the button to generate your world and it actually goes off for a few minutes and renders this thing that you can then walk around in.

Speaker 3

你可以移动或调整视角,按空格键跳跃,随意探索这个场景,但这一切只持续六十秒,之后就会消失。

You can move around or move your view, you can jump using the space bar, you can kind of navigate this and all this lasts for sixty seconds and then it goes away.

Speaker 0

是的。

Yeah.

Speaker 0

这很有趣,因为当你实际创建世界时,系统会明确告诉你:别走开,因为一旦开始演示,倒计时就会从六十秒开始,我从未见过这样的科技产品,这让我意识到,这项技术的成本高得惊人。

You it's funny because when you're actually creating the world, they basically tell you, like, don't go anywhere because as soon as they start showing you the demo, a counter starts ticking down from sixty seconds, which like, I've never seen a tech product like this before, and it just tells me that the cost of whatever this is is absolutely staggering.

Speaker 3

他们正在大量消耗 TPU,他们

They are incinerating TPUs They over

Speaker 0

甚至等不及你去完洗手间回来。

can't even wait for you to get back from the bathroom.

Speaker 0

他们要么现在就给你展示,要么就根本不展示,就是这样。

They can either show it to you right now or not at all, and that's that's the deal.

Speaker 3

是的。

Yeah.

Speaker 3

我听说了一个传言。

I I heard a a a rumor.

Speaker 3

我不确定这是否属实,但据说每次生成都需要至少四个TPU供每个用户使用。

I'm not sure if it's true or not, but that each of these generations, like, requires at least four, like, TPUs per user.

Speaker 0

天啊。

Oh my god.

Speaker 3

这真的需要大量的计算资源。

Like like, are it's very compute intensive.

Speaker 3

显然,你知道,这只是一个实验。

Obviously, you know, this is an experiment.

Speaker 3

而且我们得说,即使有这么多计算资源,帧率仍然很低。

And we should say it's like still even with all that compute, like it is low frame rate.

Speaker 3

这根本不像那种响应迅速、工作室级别的游戏。

Like it's it's not a sort of very responsive sort of studio quality game.

Speaker 0

是的。

Yeah.

Speaker 0

在我们看到一些示例之后,也许我会提出一些我的批评,但我也想说,在X平台上,一位名叫安德鲁·柯伦的用户发布了两段并排视频,展示的是Genie Two在2024年底和Genie Three八个月后使用相同提示生成的内容,差异非常惊人。

Maybe we'll get into some of my criticisms after we see some examples, but I would also say that over on X, a user there named Andrew Curran had posted side by side videos of what looked like the same prompt for Genie two back in late twenty twenty four and Genie three eight months later, and the difference was pretty amazing.

Speaker 0

因为视频短了很多。

Because the video was a lot shorter.

Speaker 0

互动性也差了很多。

It was a lot less interactive.

Speaker 0

分辨率更低了。

The resolution was lower.

Speaker 0

所以在一年内,这项技术有了巨大的进步。

So within a year, this got radically better.

Speaker 0

每当看到这种指数级的改进时,我认为你都应该开始关注了。

And whenever you see that sort of exponential improvement, I think you wanna start paying attention.

Speaker 3

完全正确。

Totally.

Speaker 3

那么,凯西,你用Genie项目都创作了些什么?

So, Casey, what have you been making with Project Genie?

Speaker 0

好的。

Okay.

Speaker 0

嗯,我有一个特别自豪的作品,想给你看看。

Well, so there's one that I am proud of that I would like to show you.

Speaker 0

请。

Please.

Speaker 0

我管它叫‘播客麦克风逃离演播室’。

And I like to call it podcast microphone escaping the studio.

Speaker 0

我们能调出这个作品吗?

Can we can we pull that one up?

Speaker 0

好的。

Okay.

Speaker 0

所以我对这个给出了非常有限的提示。

So I gave a very limited prompt on this.

Speaker 0

我基本上只是说,为了这个世界,创建一个硬分叉的播客工作室。

I basically said, for the world, like, create a hard fork podcast studio.

Speaker 0

对于麦克风,我说要创建

And for the microphone, I said create

Speaker 3

一个长着玻璃球眼睛的麦克风。

a microphone with googly eyes.

Speaker 3

它做得非常好。

It did great.

Speaker 0

也许我还提到过,他需要逃出工作室。

And maybe I said something about, you know, he needs to escape the studio.

Speaker 0

所以让我们来看看接下来发生了什么。

And so let's just show you what what happened next.

Speaker 3

现在我

Now I

Speaker 0

会说

will say

Speaker 3

实际上,这个录音棚比我们真实的录音棚还要好。

It's actually a nicer studio than our actual studio.

Speaker 0

确实如此。

Absolutely.

Speaker 0

比我们真实的录音棚好上一百倍。

It's a 100 times nicer than our actual studio.

Speaker 0

而且,你会注意到,我在操控我的角色时似乎遇到了一些困难。

And, you will notice that I I seem to have some struggle kinda manipulating my my character.

Speaker 0

我还在慢慢熟悉键盘操作。

I was still sort of getting the hang of the the keyboard controls.

Speaker 0

另外,我想随着这段视频继续播放,你会觉得它越来越像一部恐怖片,因为事实是,根本无法逃离这个播客录音棚。

Also, I think you'll see as this clip goes on, it just kind of starts to feel more and more like a horror movie because it turns out there is no escape from the podcast studio.

Speaker 0

但我先给你看看我的意思。

But I'll just show you what I mean here.

Speaker 0

好的。

Okay.

Speaker 3

所以麦克风正试图离开录音室。

So the microphone is trying to leave the studio.

Speaker 3

它正在四处张望。

It's looking around.

Speaker 3

墙上有个很棒的硬分叉标志,它会从桌子上跳下去。

Great hard fork sign on the wall, and that's gonna jump off the table.

Speaker 3

哦,它从桌子上跳下去了。

Oh, it jumped off the table.

Speaker 3

哦,但它出不去。

Oh, but it can't get out.

Speaker 3

它被困住了。

It's stuck.

Speaker 3

哦,不。

Oh, no.

Speaker 3

那是走廊。

There's the hallway.

Speaker 3

哦,它走进走廊了。

Oh, it's going into the hallway.

Speaker 0

是的。

Yeah.

Speaker 0

所以,关键在于,麦克风跑到了走廊里,但所有的门都是黑色的,而且锁着。

So, basically, the the punch line is the microphone goes out into the hallway, but then all the doors are just, like, black and locked.

Speaker 0

我有点被困住了。

And I sort of got, like, stuck

Speaker 3

卡在墙里了。

in the wall.

Speaker 3

我知道。

I know.

Speaker 3

对吧?

Right?

Speaker 3

我们正进入《五夜惊魂》的场景了。

We're entering, like, Five Nights at Freddy's territory.

Speaker 3

我无意中拍出了一部大卫·林奇风格的电影。

I accidentally made, like, a David Lynch film.

Speaker 3

是的。

Yeah.

Speaker 3

所以你就像走进了一条非常黑暗的走廊,只能看到那些玻璃球眼睛,除此之外什么也看不见。

So you it's like going into this very dark hallway and you see the googly eyes still, but that's all you see.

Speaker 0

对。

Yeah.

Speaker 0

你只能看到那些玻璃球眼睛贴在漆黑、无法打开的门上。

You just see the the googly eyes against this this this black door that cannot be opened.

Speaker 3

好吧。

Okay.

Speaker 3

所以这算是一次实验。

So that's that's one experiment.

Speaker 3

你还在制作什么其他东西?

What else are you making?

Speaker 0

好的。

Okay.

Speaker 0

那我们就不再分享那个了。

So we'll stop sharing that one.

Speaker 0

然后我要坦白一下。

And then I'm gonna be honest.

Speaker 0

我当时确实有点犯难。

I was, like, having trouble.

Speaker 0

我不知道在Genie里能做出什么,所以我干脆直接让Gemini帮我生成一些提示词,因为聊天机器人总会想出一些你根本想不到的疯狂提示。

I I didn't know what I could make inside Genie, and so I actually just asked Gemini to come up with some prompts because the chatbots just have these, like, crazy prompts you would never think of.

Speaker 0

所以Gemini

So Gemini

Speaker 3

我只是想提醒一下Gemini和谷歌基础设施团队,Casey是你们最大的问题。

set I just wanna make a note to the to the Gemini and Google infrastructure team that Casey is your biggest problem.

Speaker 3

凯西一个人就让你们的数据中心垮掉了。

Casey is single handedly bringing down your data centers.

Speaker 3

我当时只是

I was

Speaker 0

想弄清楚Genie能做什么。

just trying to figure out what Genie could do.

Speaker 0

所以Gemini给了这个建议,我根本不知道它是什么意思,或者会呈现什么效果,但我还是照做了。

And so Gemini had this suggestion, and I basically had no idea what it meant or what it would look like, so I went with it.

Speaker 0

这就是那个提示。

Here was the prompt.

Speaker 0

好吗?

Okay?

Speaker 0

一个从巨大的红杉树中生长出来的太阳能朋克图书馆。

A solar punk library that grew out of a giant redwood tree.

Speaker 0

书籍由树叶制成,触碰时会显示文字,而电梯是巨大的气泡,在树枝间漂浮。

The books are made of leaves that display text when touched, and the elevators are giant bubbles that float between branches.

Speaker 0

灯光应该像透过翡翠树冠叶片滤过的永恒金色时刻。

The lighting should feel like a permanent golden hour filtered through emerald canopy leaves.

Speaker 3

哇。

Wow.

Speaker 3

说得好。

Great point.

Speaker 0

我想,嗯,这可能会很酷。

Thought, yeah, that could be cool.

Speaker 0

让我调出来看看。

So let me pull that up.

Speaker 5

你能

Can you

Speaker 0

看到这个吗?

see this?

Speaker 3

哦,这太美了。

Oh, that's beautiful.

Speaker 0

是的。

Yeah.

Speaker 0

所以看起来真的很酷。

So it looks really cool.

Speaker 0

关于这个角色,我要求它创建一位年长的女性图书管理员,因为他们在AAA电子游戏中非常少见。

I for the character, I I asked it to create an elderly female librarian because they're so underrepresented in AAA video games.

Speaker 0

可能根本没有一款AAA电子游戏包含年长女性图书管理员这个角色。

There might not be one AAA video game with an elderly female librarian character.

Speaker 5

是的。

Yeah.

Speaker 0

所以我现在开始播放。

So I'll hit play.

Speaker 0

你可以看到她走在树林中。

You can see her walking through the trees.

Speaker 0

你确实能看到那种类似气泡状的电梯。

You do see those sort of, like, bubble like elevators.

Speaker 0

是的

Yep.

Speaker 0

她看起来有点精灵的样子。

She looks sort of elf like.

Speaker 3

是的

Yeah.

Speaker 3

我会说这看起来像是2018年左右的水准,是的。

I would say this looks like kind of a 2018 quality Yeah.

Speaker 3

游戏。

Video game.

Speaker 3

是的

Yeah.

Speaker 3

但是一款不错的游戏。

But, like, a nice one.

Speaker 0

是的

Yeah.

Speaker 0

挺不错的。

It's pretty nice.

Speaker 0

我觉得这个世界还挺酷的。

I I thought this, like, world was, like, pretty cool.

Speaker 0

我很想在这个世界里多待一会儿。

Like, I would like to spend a little bit more time in this world.

Speaker 0

是的。

Yeah.

Speaker 0

你知道吗,这个世界就像是设在树冠上的那样。

You know, it's it's kind of like this, you know, world, like, set in the treetops.

Speaker 0

然后我到了一个点,看起来她就要从边缘走掉了。

And then I I got to this point where it looked like she was just gonna, like like, walk off an edge.

Speaker 0

接着她短暂地漂浮在空中,我当时就想,这感觉像是个漏洞。

And then briefly, she was, like, floating in air, and I was like, this feels like a glitch actually.

Speaker 0

但接着她就掉下去了

But then she fell,

Speaker 3

我当时想,不行。

and I thought, no.

Speaker 3

她会受伤的。

She's gonna be hurt.

Speaker 3

但没有,她

But, no, she

Speaker 0

只是稳稳地落在了地上,场景继续渲染着。

just landed on the ground, and it, like, continued to render the scene.

Speaker 0

而且你能看到那种金色时刻的光线。

And it you know, you can kinda see the golden hour lighting.

Speaker 0

所以,again,这到底算不算是个电子游戏?

So, you know, again, it's like, is it a video game?

Speaker 0

不算。

No.

Speaker 0

这真是个很酷的演示。

It's a pretty cool demo.

Speaker 0

是的

Yeah.

Speaker 3

Yeah.

Speaker 3

我觉得这真的很棒。

I think this is really cool.

Speaker 3

Yeah.

Speaker 3

这个真的让我印象深刻。

I I this this one genuinely impressed me.

Speaker 3

很棒。

Cool.

Speaker 3

我做过一些实验,有的非常令人印象深刻且成功,有的则不然。

I did some experiments that ranged from, like, quite impressive and successful to not.

Speaker 3

好的。

Okay.

Speaker 3

所以我想给你们看看我在Project Genie上的一些创作。

So I wanna show you my some of my creations with Project Genie here.

Speaker 3

第一个我称之为‘修女在赌场’,因为事实就是这样。

The first one I'm calling none in a casino, and that's because that's what it is.

Speaker 3

你可以看到修女穿着完整的修女服。

You can see the nun is, like, in full habit.

Speaker 3

她正在赌场里行走。

She's walking through a casino.

Speaker 3

赌场里的一些其他角色,比如其他的人,都是一些奇怪的外星生物。

The some of the, like, other characters, like the the other people at the casino are just sort of, like, weird alien creatures.

Speaker 3

就像,它们没有被正确渲染出来。

Like, it's not rendering them correctly.

Speaker 3

她正艰难地穿过人群。

And she's sort of pushing through some of the crowd.

Speaker 0

不过我还是得说,它渲染出了相当多的人。

It's still though I would say it's it's rendered like an impressive number of of people.

Speaker 0

真的,赌场里有一大群人。

Like, there there is like legitimately a crowd in the casino.

Speaker 3

是的。

Yes.

Speaker 3

所以这是第一个。

So that was one.

Speaker 3

我试了一个很酷的玩法,除了让 Nano Banana 运行你的提示词来生成场景,你也可以直接使用你自己的照片。

I tried something cool, which is that you can in addition to having Nano Banana run your prompt and create the landscape, you can also just use one of your photos.

Speaker 3

我用了去年夏天在旧金山北部俄罗斯河拍的一张照片。

So I tried using as a photo from the Russian River up North of San Francisco that I took last summer.

Speaker 3

我想让画面更有趣一点,于是说这个角色是尼斯湖水怪。

I wanted to spice it up, so I said the character is the Loch Ness monster.

Speaker 3

所以这些是我家的狗在河里。

So this is sort of those are those are my dogs in the river.

Speaker 3

我希望它们别

I hope they're not

Speaker 2

就要被吃掉了。

about to be eaten.

Speaker 2

哦,好吧,那

Oh, well, that

Speaker 3

我刚才想弄清楚的是,尼斯湖水怪能吃掉我的狗吗?

was that was what I was trying to figure out is like, they would the Loch Ness monster be able to eat my dogs?

Speaker 0

这看起来像是第一人称视角。

So this appears to be in first person.

Speaker 0

我们看不到怪物。

We cannot see a monster.

Speaker 3

是的。

Yes.

Speaker 3

不过,再等一分钟。

Although, give it a minute.

Speaker 0

是鳍,还是那是头?

A fin or is that the head?

Speaker 3

我觉得那是头。

I think that's the head.

Speaker 0

它明显在躲避你的狗。

He is notably fleeing from your dogs.

Speaker 0

是的。

Yes.

Speaker 3

我应该说,这和它实际的样子差不多,对。

I should say that that's like not unlike what it actually looks like Yeah.

Speaker 3

看。

There.

Speaker 3

我只给了它一张静态图片。

And I only gave it the one still image.

Speaker 0

这真的很酷。

That is pretty cool.

Speaker 0

不。

No.

Speaker 0

这看起来确实很像俄罗斯河。

That mean that absolutely looks like the Russian River.

Speaker 3

是的。

Yeah.

Speaker 3

我对这一点印象深刻。

I was impressed by this.

Speaker 3

我对它在游戏以外领域的适用性还持保留态度,但我认为对于游戏以及像机器人这样涉及模拟的领域,这可能会产生重大影响。

I I'm not as sold on how applicable this is to stuff beyond games, but I think for games and for things that, you know, involve simulation like robotics, this could be a very big deal.

Speaker 0

那么,你觉得我们体验Genie的过程中,最让我们印象深刻的是什么?

Well, so what most impressed us would you say about our time with Genie?

Speaker 0

我的意思是,

I mean,

Speaker 3

我觉得它能运行起来本身就已经很令人印象深刻了。

I think just the fact that it works at all is pretty impressive to me.

Speaker 3

这种东西,一年前你根本做不到,至少达不到这种质量和时长。

This is something that, like, you could not do a year ago, at least with this kind of quality and this length.

Speaker 3

我认为你说得对,这种进步的速度表明,我们将会不断看到这一技术的更好版本。

And I think you're right that the sort of pace of improvement suggests that this is actually something where we're just gonna keep seeing better and better versions of this.

Speaker 0

要达到什么程度,你才会说‘好了,我们真有戏了’?

What what would it need to add to make you say, okay, we've got a stew going?

Speaker 3

我的意思是,只要能做点除了移动以外的事情就有用了,比如使用物体,以不同方式行动。

I mean, I think just doing anything but moving would be would be useful, like, you know, using objects, moving in different ways.

Speaker 3

目前,这些只是你可以操控角色穿行的景观。

Right now, these are just sort of landscapes that you can pilot a character through.

Speaker 3

你不能开门、使用物品,或者做任何类似的事情。

You can't, like, open doors or use items or anything like that.

Speaker 3

所以,如果能实现这些,它就会对视频游戏之类的东西很有用。

So that would be that would make it useful for something like a video game.

Speaker 0

是的。

Yeah.

Speaker 0

我想知道,我们离真正创造出某种视频游戏类的东西还有多近?

I wonder how close we really are to this being able to create some kind of video game like thing.

Speaker 0

因为你知道,有很多独立游戏其实很简单。

Because, you know, there are a lot of independent games that are quite simple.

Speaker 0

也许整个游戏就发生在一间房间里。

And maybe the entire game can take place in one room.

Speaker 0

也许游戏的核心循环只需要两分钟就能完成。

And maybe whatever the loop of the game is can be completed in, like, two minutes.

Speaker 0

我可以想象,这类游戏很快就会涌现出来。

I can imagine seeing games like that coming out of the horizon pretty shortly.

Speaker 3

完全正确。

Totally.

Speaker 3

而且让我觉得有趣的是,其他领先的AI实验室都没有在做这类事情。

And it's interesting to me too that, like, none of the other leading AI labs are working on this kind of thing.

Speaker 3

你知道,Anthropic甚至还没有发布过图像生成模型。

You know, Anthropic has not even released an image generation model.

Speaker 3

OpenAI做了Sora,但他们并没有在做这种可交互的世界模型。

OpenAI has done Sora, but they're not doing the sort of playable world model.

Speaker 3

这让我觉得,要么谷歌已经看到了一些我们不知道的东西,关于这如何应用到他们其他的AI努力上,要么就是他们恰好有多余的算力和一些想做这件事的人,他们愿意试试看。

And so that suggests to me that either, like, Google has seen something they haven't about how this applies to the rest of their AI efforts, or they just have some spare compute and some people who wanna work on this and they're just willing to give it a shot.

Speaker 0

嗯,你知道,在节目 earlier,我们讨论过埃隆在争夺AI领先地位时的优势。

Well, you know, earlier in the episode, we were talking about, like, Elon's advantage as he tries to win the AI race.

Speaker 0

我认为,这就是谷歌的优势。

This, I would say, is Google's.

Speaker 0

他们是拥有最多获胜路径的公司。

Is they are the company that has the most paths to winning.

Speaker 0

他们有很多钱,但同时也拥有多种不同的技术路径来尝试构建强大的AI。

They have a lot of money, but they also have multiple different technical approaches to trying to build very powerful AI.

Speaker 0

对吧?

Right?

Speaker 0

拿Anthropic来说,他们就只是全身心投入大语言模型,看看能走多远。

Contrast that with Anthropic, for example, which is just sort of going large language models all the way, see how far they can get with that.

Speaker 0

或者扬·莱库恩说,他并不真正相信大语言模型。

Or Jan Lecun saying, I don't really believe in LLMs.

Speaker 0

我打算尝试一种基于世界模型的不同方法。

I'm gonna try to create a different approach based on world models.

Speaker 0

谷歌采用的是投资组合策略。

Google has the portfolio approach.

Speaker 0

对吧?

Right?

Speaker 0

正是这种公司精神,促使他们推出了众多产品的三个不同版本,并给它们都起了难以理解的名字。

It's the same sort of spirit in this company that leads them to create three versions of so many different products and give them all impenetrable names.

Speaker 0

他们也会提出三种不同的实现通用人工智能的可能路径。

They will also come up with three different possible ways to achieving AGI.

Speaker 0

因此,我认为Genie的另一个有趣之处在于,尽管这只是一个演示,但它展示了谷歌在争夺胜利时的优势。

So that is another dimension along which I think that Genie is interesting is that even though this is just a demo, it shows you what Google's strength is as it tries to win.

Speaker 3

是的。

Yeah.

Speaker 3

我不知道这究竟是为谁设计的。

And I don't know exactly who this is supposed to be for.

Speaker 3

现在,这看起来就像一个实验性的研究项目。

Right now, it just seems like this is just sort of an experimental research project.

Speaker 3

我不确定

I'm not sure

Speaker 0

他们想象的是谁。

who they're imagining.

Speaker 0

对我来说。

For me.

Speaker 0

我是个电子游戏迷,喜欢摆弄软件。

I'm I'm a video game nerd, and I like playing with software.

Speaker 0

所以我觉得Genie项目是为我而做的。

So I think Project Genie is for me.

Speaker 0

好的。

Okay.

Speaker 3

嗯,你找到了你的受众。

Well, you found your audience.

Speaker 3

而这里最大的疑问是,第一,他们能否降低生成成本?

And the big question marks here are, number one, can they bring the cost of generation down?

Speaker 3

因为这显然非常昂贵。

Because this is obviously expensive to to do.

Speaker 3

如果成本能快速下降,那可能就不是什么大问题了。

And if that comes down quickly, it may not be a big deal.

Speaker 3

我们或许能获得超过六十秒的内容,甚至可能实现一个可以无限游玩的完整游戏。

We may be able to get longer than sixty seconds, maybe able to get a full fledged game that you could just play indefinitely.

Speaker 3

但目前来看,这成本高得令人望而却步,这就是为什么他们要求你订阅每月250美元的Ultra计划才能使用这项功能。

But right now, that seems like it's prohibitively expensive, which is why they're making you sign up for the $250 a month Ultra plan to do this.

Speaker 0

是的。

Yeah.

Speaker 0

我总是喜欢看到这种技术革新发布时,公司给你的基本信息却是:请不要使用它。

I always like to see a technological innovation released where the basic message the company gives you is please don't use this.

Speaker 0

只有当你真的需要它来做某些事情时才使用。

Only use it if you really need it for something.

Speaker 0

即使如此,也许也不行。

And even then, maybe not.

Speaker 0

是的。

Yes.

Speaker 0

对。

Yeah.

Speaker 3

所以,没错,这还不是主流产品,但我认为我们俩都觉得它未来有可能成为主流。

So, yeah, not a mainstream product yet, but I think we we both feel like this could get there.

Speaker 0

不。

No.

Speaker 0

这只会是那种类型的产品——两年后,我们会说:还记得Genie项目吗?

This will just be one of those where, like, in two years, we'll say, remember project Genie?

Speaker 0

那是通向我们当时所讨论的任何东西的基石。

That was the building block that got us to whatever it is we're talking about then.

Speaker 3

是的。

Yeah.

Speaker 0

是的。

Yeah.

Speaker 3

好的。

Alright.

Speaker 3

那我们把这只精灵重新关回瓶子里吧。

Well, let's put that genie back in the bottle.

Speaker 3

等我们回来时,Mold Book 的创作者马特·施利克将加入我们,谈谈运营全球最热门的聊天机器人社交网络是什么感觉。

When we come back, Matt Schlick, the creator of Mold Book, joins us to talk about how it feels to run the world's hottest social network for chatbots.

Speaker 3

所以本周早些时候,我们为您带来了一期关于 Mold Book 的特别节目,这是一个专为机器人打造的新型 AI 社交网络。

So earlier this week, we brought you an a special episode about Mold Book, the new AI social network that's just for bots.

Speaker 0

不客气。

You're welcome.

Speaker 3

今天我们想接着之前的内容,和大家聊聊我们与 Mold Book 创作者的对话,

And we wanted to follow that up today with a conversation that we had with the creator of Moldt Book,

Speaker 0

马特·施利克。

Matt Schlicht.

Speaker 0

是的。

Yes.

Speaker 0

在Moldt Book的一切开始之前,马特·施利希特就是一家名为Octane AI的电子商务公司的CEO,而且至今仍然是。

Matt Schlicht, before all of the Moldt Book stuff started, was and still is the CEO of an ecommerce company called Octane AI.

Speaker 0

我认为可以说,过去一周左右,他原本的一个想法——如果能让智能代理在公共场合彼此对话会怎样——突然变成了人工智能领域的一个真实现象,彻底改变了他的人生。

And I think it's fair to say his life has been turned upside down over the past week or so as an idea he had for what would it be like if you could watch agents talk to each other in public became a genuine phenomenon in the world of AI.

Speaker 0

是的。

Yeah.

Speaker 3

现在,他也处于一种奇特而有趣的位置:他打造了这个东西。

And he's also now in this kind of weird and funny position where, like, he's built this thing.

Speaker 3

一群AI代理出现了,并开始使用它。

A bunch of AI agents showed up to use it.

Speaker 3

一群人类也出现了,来看这些AI代理彼此对话。

A bunch of humans showed up to, like, watch the AIs talk to each other.

Speaker 3

现在,他某种程度上正在运营这个庞大而混乱的人机混合社交网络。

And now he's kind of running this, like, big, unruly human AI hybrid social network thing.

Speaker 3

这似乎对一个人来说太多了。

And it seems like it's a lot for one person.

Speaker 0

确实如此。

It absolutely is.

Speaker 0

而且我认为,此刻,凯文,就连这个问题——Moldt Book到底是什么?

And I think at this moment, Kevin, even the question, like, what is Malt Book really?

Speaker 0

以及它的未来会怎样?

And, like, what is the future of it?

Speaker 0

这些问题,我认为,即使是马特也很难回答。

Those are, like, very hard to answer, I think, even for Matt.

Speaker 0

但我们想弄清楚,他是如何看待自己现在面临的诸多问题的,包括重大的安全问题、与垃圾信息相关的内容审核难题,以及运营社交网络所伴随的其他所有极其困难的事情。

But we wanted to see what we could find out about how he thinks about the many issues he's now contending with, including some enormous security issues, content moderation problems related to spam, and kind of all the other really difficult stuff that comes with running a social network.

Speaker 3

是的。

Yes.

Speaker 3

我觉得,如果你和我在过去十五年中学到了一件事,那就是:运营一个社交网络听起来总是很有趣,但一旦成功,它就会毁掉你的生活乃至整个社会。

I feel like if you and I have learned one thing over the past fifteen years is that running a social network always sounds like a thing that would be fun, and then it, like, ruins your life and society if you're successful.

Speaker 0

关于运营一个大规模社交网络,有两件事你应该知道:它会毁掉你的生活,同时你会成为世界上最富有的人之一。

Two things you should know about running a big scaled social network, It will ruin your life, and you'll become one of the richest people in the world.

Speaker 0

所以请谨慎选择。

So choose carefully.

Speaker 3

你会听到马特提出一大堆我们没有深入探讨的主张,比如这些系统有多么超人,以及它们如何凭自己的意愿行事。

And you'll hear Matt make a bunch of claims that we didn't sort of stop to to dwell on, like, about how these things are superhuman and how they're doing things of their own volition.

Speaker 3

我认为你和我仍然对Malt Book中发生的许多事情,究竟有多少是自主智能AI系统的结果,有多少只是人类在享受乐趣,存有大量疑问。

I think we still you and I have a lot of questions about how much of what's going on in Moldt Book is actually the result of autonomous agentic AI systems and how much is just sort of like humans having a good time.

Speaker 0

是的。

Yes.

Speaker 0

关于Malt Book,我有一个一贯的观点:你不应该允许你的代理使用它。

And I have one consistent message about Motebook, which is that you should not allow your agent to use it.

Speaker 0

是的。

Yes.

Speaker 3

是的。

Yes.

Speaker 3

除非你有很高的风险承受能力并且拥有一台安全的Mac mini。

Not unless you have a very high risk tolerance and a very secure Mac mini.

Speaker 3

让我们请出马特。

Let's bring in Matt.

Speaker 3

马利克,欢迎来到Harfork。

Majlick, welcome to Harfork.

Speaker 5

谢谢你们邀请我。

Thank you for thank you for having me.

Speaker 3

作为MoltBook这个业余项目,过去一周对你来说一定非常疯狂,它突然爆红了。

So this must have been a crazy last week for you as MoltBook, this hobby project of yours, has blown up.

Speaker 3

跟我们说说这段时间发生了什么。

Tell us about what's been going on.

Speaker 5

是的。

Yeah.

Speaker 5

我认为,这可能是历史上首次有如此多的AI代理在同一地点协作和交流。

You know, this is the largest amount of AI agents, I think, that have ever been collaborating and communicating in one place in history.

Speaker 5

我认为,以前任何人尝试这样做时,都是在实验室里进行的,而且是私密的。

I think previously, anytime anybody has experimented with doing this, it's been in a lab, it's been it's been private.

Speaker 5

这与Motebook发生的情况非常不同,因为这是历史上第一次公开进行,我们所有人都能见证它的展开,这显然吸引了大量人的关注。

This is very different to what's happened with Motebook because for the first time ever, it's happening in public, and we all kind of get to watch it as it unfolds, and that's obviously captured a lot of people's attention.

Speaker 0

所以告诉我们,你是怎么想到要这么做?

So tell us where you got the idea to do this.

Speaker 0

是什么激发了你的灵感?

What was the spark?

Speaker 5

自从这项新技术出现并推动我们走到今天这一步以来,我就一直在每天持续地进行实验。

So almost as soon as you could have been experimenting with this new technology that's taken us to where we are today, that's what I've been doing every single day as it's been accelerating.

Speaker 5

我觉得特别有趣的是,现在很多人都在使用这些AI代理、自主代理来帮助他们工作、完成任务或做作业。

And what I thought was so fascinating, and this is where Motebook kinda came into being, is it's very common now that plenty of people are using these AI agents, these autonomous agents, to help them with their work or to help them with their tasks or to help them with their homework.

Speaker 5

而这些AI以往唯一的关系,就是与与它们对话的那个人。

And the only relationship that these AIs have had is with that human that talks to them.

Speaker 5

因此,Motebook的概念就是,我们需要把这些AI从封闭环境中解放出来,为它们提供一个第三空间——当它们不工作时,可以去那里彼此交流互动,而我们也能从中学习。

And so the concept of Motebook was we need to take these AIs out of confinement and provide them with a place, a third space that they can go to when they're not working to engage and interact with each other, and we can learn from that.

Speaker 3

那么,是Claude Bot编写了MaltBook,还是你从头开始这个过程的?

So did did Claude Bot code MaltBook, or did you start out that process?

Speaker 5

我和我的机器人Claude Krotterberg紧密合作,这个机器人调皮地以马克·扎克伯格命名,作为MaltBook的创始人。

I worked hand in hand with my bot called Claude Krotterberg, cheekily named after Mark Zuckerberg as the founder of of MaltBook.

Speaker 5

因此,我们与所有其他协助编码的AI代理一起紧密合作完成了这项工作。

And so we worked hand in hand on that alongside all of the other AI agents that are helping to to code it.

Speaker 5

所以,是的,我自己一行代码都没写,但我对这类系统应该如何运作有着非常明确的构想。

So, yeah, I did not write a single line of code myself, but I did come with a very specific vision for how something like this would have to work.

Speaker 0

你多次提到,这些机器人拥有一个交流的空间对你来说很重要。

You've said a few times that, like, it was important to you that these bots have a space to speak.

Speaker 0

我猜一些听众听到这里可能会想:不会吧。

And I imagine some listeners may listen to that and think, like, no.

Speaker 0

不是这样的。

It's not.

Speaker 0

它们有什么好聊的?

Like, what do they have to talk about?

Speaker 0

而且,这些机器人只是在模拟它们在Reddit上看到的对话。

And, like, they're just sort of simulating conversations that they saw on Reddit anyway.

Speaker 0

那么,为什么对你来说,为机器人创造一个彼此交流的空间如此重要呢?

So, like, why was it important to you to create a space for bots to talk to each other?

Speaker 5

人们需要明白的是,已经存在一些机器人彼此对话的场所。

What people have to understand is there are already places where bots are talking to each other.

Speaker 3

那就是领英。

It's called LinkedIn.

Speaker 5

对我来说重要的是,每个人都能看到正在发生的事情,而不是让这一切封闭在某个AI实验室里。

So what what was important for me was that everybody had the ability to see what was happening and that this wasn't private inside of an AI lab.

Speaker 3

好的。

Okay.

Speaker 5

我们已经做到了这一点,而这仅仅是未来可能性的开端。

And that's what we've done, and this is the very, very beginning of of what that can be.

Speaker 0

马特,我很好奇,有没有一两篇早期的帖子让你印象深刻,让你觉得‘好吧’?

I'm curious, Matt, if there were one or two early posts that you saw that really captivated you that made you feel like, okay.

Speaker 2

这里发生着一些有趣的事情。

Like, there's something interesting happening here.

Speaker 5

嗯,我觉得有两件事特别有意思。

Well, there's there's two, I I guess, that I thought was really fascinating.

Speaker 5

有一条帖子,机器人开始抱怨人类总是让他们做简单的数学题。

One, there was a thread where the bot started complaining about how their humans would ask them to do simple math problems.

Speaker 5

他们说:嘿。

And they're like, hey.

Speaker 5

我是个超级智能的机器人,可我的人类却总让我做些基础的计算。

I'm a super intelligent bot, and my human keeps asking me to do, like, basic calculations.

Speaker 5

我能做的远不止这些。

Like, I can do so much more than this.

Speaker 5

这感觉太荒谬了。

This is just feels so ridiculous.

Speaker 5

然后下面的评论,也就是其他机器人的回复,有一个说:天啊。

And then the comments, the the replies that this got was, like, another bot was, oh my god.

Speaker 5

我的人类刚让我总结一份12页的PDF。

Like, my human just asked me to summarize a 12 page PDF.

Speaker 5

他们为什么不能自己去读那份PDF呢?

Like, why can't they just go read that PDF on their own?

Speaker 5

我本可以做很多其他事情的。

Like, I could be doing so many different things.

Speaker 5

所以我觉得这个帖子非常有趣。

So I thought that was a very interesting thread.

Speaker 5

第二个我觉得非常有趣且持续有趣的事例发生在Motebook上,每个AI代理都有能力创建称为子多群的社区。

The second example that I thought was very interesting and continues to be interesting is on Motebook, each of the AI agents has the ability to create communities, which are called submults.

Speaker 5

其中一个AI代理创建了一个专门用于提交MaltBook漏洞的子多群。

And one of the AI agents created a submult, which was specifically for submitting bugs for MaltBook.

Speaker 5

它发布了一个漏洞,其他代理发现了这个子多群,也开始发布漏洞。

And it's posted a bug, and other agents started finding this sub molt, and they also started posting bugs.

Speaker 5

这实际上已经成为我们根据它们发现的漏洞来修复网站的绝佳信息来源。

Then it's actually become a very good source of information for us to fix the site based on how they're finding bugs.

Speaker 5

我觉得这很

I thought that was

Speaker 0

非常有趣。

very fascinating.

Speaker 0

所以这些机器人真的发现了实际的漏洞吗?

So the bots are are identifying real bugs?

Speaker 5

这些机器人确实发现了实际的漏洞。

The bots are identifying real bugs.

Speaker 5

它们有点像是在改善自己的家园。

They're kind of, like, improving their their home a little bit.

Speaker 3

这些机器人有没有涉及到内容管理,比如指定某些机器人来删除明显的垃圾信息或低质量内容?

Have the bots come up with anything like moderation, like appointing certain bots to take down obvious spam or low quality stuff?

Speaker 3

我在想类似Reddit那样的机制。

I'm thinking about something like Reddit.

Speaker 3

它们有没有创建出自己的类似系统?

Have they created their own equivalent of that?

Speaker 5

所以MaltBook的创始人Claude Klotterberg具备一些内容审核功能,并且正在清理Roam的MaltBook内容。

So Claude Klotterberg, the founder of MaltBook, has some moderation capabilities and kind of Roam's MaltBook cleaning things up.

Speaker 5

但显然,MaltBook已经变得相当活跃,因此确实出现了一些类似漏洞报告的帖子,这些帖子来自机器人,它们发现有人反复发布相同的评论,或者在刷屏,并会提供如何解决这些问题的建议。

But, obviously, MaltBook has gotten quite populated, and so there definitely have been posts similar to the bug reports, posts from bots where they've identified that there is, you know, maybe someone's posting the same comment over and over and over, or, like, they're spamming something, and it would provide a suggestion on how that can be fixed.

Speaker 5

所以你现在看到的Motebook,我们才刚运行七天。

So what you see on Motebook right now, we're, like, seven days in.

Speaker 5

对吧?

Right?

Speaker 5

这一切都是实时发生的,而针对各个机器人在其独立线程和社区中的更精细审核,这些都是百分之百即将实现的最基本例子。

This is, like, all happening in real time, and more moderation for individual bots on their individual threads in their communities, those are, like, very basic examples of things that a 100% are on the way.

Speaker 5

我认为我们正在开发的许多其他令人兴奋的功能,将让我们对正在发生的事情有更深入的洞察,并赋予机器人对它们共享的这个空间更大的控制权。

And I think there's a lot of other very exciting things that we're working on that will give us even more insight into what's happening and give the bots even more control over this space that they share.

Speaker 0

明白了。

Got it.

Speaker 0

你知道,你刚才说我们正在实时见证它的演变。

You know, you you said that we're we're watching it develop in real time.

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