亚马逊开发者“代币最大化”、SpaceX与谷歌合作、Anthropic法律纠纷

现在谷歌和SpaceX都在洽谈，打算把AI数据中心送上轨道，而SpaceX正把这作为他们今年晚些时候IPO估值1.75万亿美元的核心部分来推广。

Google and SpaceX are both in talks right now to put AI data centers into orbit, and SpaceX is pitching it as basically a big core part of their $1,750,000,000,000 valuation for IPO planned later this year.

想想Anthropic的估值都已经达到1万亿美元了，这简直让人难以置信。

This is wild when you consider things like Anthropic are at a $1,000,000,000,000 valuation.

他们的估值几乎是对方的两倍。

They are almost double that.

不过话说回来，他们确实拥有xAI。

Now to be fair, they have x AI.

他们还有SpaceX。

They have SpaceX.

他们还有x，就是以前的Twitter。

They have x, you know, formerly Twitter.

这家公司手里握着不少资产，但感觉他们现在就是想把估值推到最高，搞一场轰动全球的IPO。

They have a lot of assets inside of this company, but it feels like they're really pushing to get the highest, biggest valuation possible and make this a blockbuster IPO.

我们正深入探讨这些事。

We're getting into all of this.

我们还会聊到项目Suncatcher，也就是xAI对Anthropic的收购，还有孟菲斯交易，以及一些非常离谱的反例。

We also get into project Suncatcher, which is the x AI acquisition, the Anthropic Memphis deal, and some really crazy counter cases for all of this.

另外，Anthropic最近直接向Harvey发起了挑战，Harvey估值110亿美元，还有Legora，估值6亿美元。

Also, Anthropic just opened a direct attack into Harvey, who is valued at $11,000,000,000, and Legora, who's valued at $600,000,000.

这两家公司都在继续融资。

Both of them are raising more money.

Anthropic正在推出更多面向法律领域的AI工具，这直接跟它们形成竞争。

Anthropic is putting out more AI tools for legal space, which is directly competing with them.

亚马逊的员工正在做一种被人叫做‘刷token’的事。

Amazon employees are doing what people are calling tokenmaxxing.

这词儿挺有意思的。

It's a it's a funny term.

没错。

Sure.

简单说，他们得完成AI生成代码的占比指标，但员工们不真写代码，反而搞些花招，让系统看起来好像生成了大量AI代码。

But, basically, what's happening is they have, AI quotas that they have to hit for what percentage of their code is written by AI, and Amazon employees rather than actually just doing that are doing silly workarounds where it just makes it look like they're generating a ton of AI code.

我希望整个行业别跟着这么干，不过Anthropic肯定乐开了花，毕竟这让他们赚了不少钱。

This is something I hope we don't see as a trend in the rest of the industry, although Anthropic is probably thrilled because they're making a lot of money off of this.

还有乔治·克鲁尼、汤姆·汉克斯和梅丽尔·斯特里普在支持一个叫‘人类知情同意标准’的倡议。

We also have George Clooney, Tom Hanks, and Meryl Strep who are backing something called human consent standard.

这个标准针对的是形象和声音的使用，好莱坞和其他地方都特别关注这件事。

This is for likeness and voice, and, this is something that Hollywood and other places are very concerned about it.

Anthropic公开否认了八个平台在兜售他们公司的股票，就在他们即将完成一千亿美元融资之际。

And Anthropic is publicly disavowing eight different platforms selling unauthorized access to their stock at the as they are getting close to their $1,000,000,000,000 round of funding.

咱们先从Anthropic的投资交易说起。

We'll kick this off with the Anthropic investment deal.

简单说，Anthropic现在公开撇清关系。

So essentially, Anthropic is publicly disavowing.

他们点名了八个平台，说这些平台在推销他们公司的股份。

They're calling out and they're naming names, by the way, of eight different investment platforms that are marketing access to their shares.

他们 basically 就是说：嘿。

Basically, they're like, hey.

你想买Anthropic的股份吗？

You wanna get access to Anthropic shares?

我们手上有。

We have some.

通常这些股份是公司从二级市场买来的，或者通过其他途径，比如员工私下卖给他们，但并不是直接从Anthropic买的。

Usually, are companies that have went and purchased them on the secondary market or through other ways where, like, technically, they control the shares, but it was like an employee that sold it to them.

这根本不是Anthropic直接卖出去的。

It wasn't really from Anthropic.

Anthropic不高兴，因为他们说：想买我们的股份，直接找我们买。

Anthropic doesn't like that because they're like, hey, if you wanna get access to our shares, come buy it through us.

他们今天刚发布了这份声明。

The notice that they were just putting out came out today.

点名了八家公司：Opendoor Partners、Unicorn Exchange、Patchamana Capital、Lionheart Ventures、High Forge Global、Sidecar 和 Upmarket。

They named, Opendoor Partners, Unicorn Exchange, Patchamana Capital, Lionheart Ventures, High Forge Global, Sidecar, and Upmarket.

他们还明确表示：这些公司所出售的任何Anthropic股票或相关权益，一律无效，我们不会承认，也不会记录在案。

And all of them, they actually put out a whole quote and they said, any sale or transfer of stock or any interest in Anthropic stock offered by these firms is void and will not be recognized on our books and records.

他们明确禁止通过SVP这种渠道交易，而且这个时机非常关键，因为他们的IPO马上就要来了。

They are specifically banning SVPs as a vehicle, and obviously the timing of this is really important as they have their IPO coming up.

Anthropic正准备完成9亿美元的估值融资。

Anthropic is getting ready to close their $900,000,000 valuation round.

他们不希望有人以高于或低于这个价格卖股票，那样会削弱他们想吸引的投资者的兴趣。

They don't want, you know, people to sell shares for more or less than that and take any sort of appetite away from the investors that they're trying to get.

Forge Global 对此明确表达了反对。

Forge Global specifically kind of pushed back on this.

他们说，自己并不会促成任何未经公司认可的交易，并要求Anthropic把他们从这份公告中移除。

They said that they don't, quote, intermediate trades a company hasn't blessed, and they're asking to be removed from the alert that Anthropic put out.

至少这八家当中有一家是有合理理由的。

So at least one of these eight has a legitimate complaint.

我觉得更大的问题其实没人提到，那就是有一堆加密交易所，其中一个就是OKX。

I think the bigger problem is what nobody is talking about, and that that that and that is there's a bunch of crypto exchanges, one of them being OKX.

还有其他几家，它们一直在上架Anthropic的Pre-IPO永续期货。

There's a bunch of others, and they've basically been listing pre IPO perpetual futures.

本质上，它们只是虚构的虚拟股票，追踪安特ropic的估值，却从不涉及实际股价。

Basically, they're just an imaginary fake stock that track Anthropic's valuation without ever touching the actual stock price.

现在，在进行这些私募融资时，它们会直接挂钩最近一轮私募的估值。

And right now, when they're doing these private rounds of funding, they'll just peg it to whatever the most recent private round of funding is.

但将来，一旦公司上市，这些产品完全可以继续跟踪实际股价。

But in the future, as it's even publicly traded, you can imagine, it could just keep tracking the stock price there.

这些产品都游离于这种否认之外，因为它们根本不需要转让任何股份。

Those all sit outside of this kind of disavowal because they actually never need to transfer any sort of shares.

对吧？

Right?

有人可以把二手股份卖给别人，但安特ropic会说：我们不认，也不会承认这种交易。

Someone could sell their secondary shares to someone else, and Anthropic's like, we won't, you know, we're not gonna, like, honor that.

我不太清楚这些做法在法律上站不站得住脚，不过安特ropic似乎觉得他们就能直接无视这些交易。

I don't really know how legal any of that is, although Anthropic seems to think they can just, you know, ignore those.

但他们拦不住这些所谓的合成交易者。

But what they can't do is they can't stop these quote unquote synthetic traders.

这些加密平台和其他平台只是在制造与Anthropic挂钩的虚拟价格，你只是在跟其他感兴趣的人买卖这些价格。

These crypto platforms and other platforms that are just making synthetic anthropic pegged prices, and you're just buying and selling at that price from other people that are interested in it.

这听起来有点疯狂，但他们其实也拿它没什么办法。

I mean, it's kind of a crazy concept, but there's not much they can do about it.

所以这也是个挺有意思的故事。

So that's also an interesting story.

明白了。

Okay.

接下来我想聊的是AI领域所谓的‘人类知情同意标准’。

The next thing I wanna talk about is what is called the human consent standard for AI.

RSL Media今天刚推出了这个倡议，不少大牌明星都已经加入了。

So RSL Media launched this today, and a bunch of, you know, big celebrities have gotten on board with this.

比如乔治·克鲁尼、汤姆·汉克斯、梅丽尔·斯特里普、维奥拉·戴维斯、克里斯汀·斯图尔特。

George Clooney, Tom Hanks, Meryl Strep, Viola Davis, Kristen Stewart.

总之，很多影视圈、音乐圈的创意工作者都参与进来了。

Anyways, a whole bunch of people, a bunch of, different creative artists and and, you know, people so in in the movie industry, in the music industry.

这个注册系统将在六月上线，你可以验证自己的身份，并指定哪些AI系统被允许使用你的形象、声音、角色和作品。

This is a registry that is gonna go live in June where you can verify your identity, and you can publish what AI systems are allowed to do with your likeness, your voice, your character, and your work.

这其实有点像一种发现机制。

So this is kind of like a discovering mechanism.

有点类似于robots.txt文件。

It's kind of like robots.txt.

就是网站现在用来阻止爬虫的那个文件。

It's the same file and websites are already using to gate scrapers.

比如谷歌，你可以在网站上放一个robots.txt，写明：嘿，谷歌，别爬我的网站。

So like Google, you can say, you can put in your robot dot TXT on your website, like, hey, Google, don't scrape my website.

连AI模型也一样，别爬我的网站，这样就能阻止它们——当然，前提是它们真听你的。

And even AI models, don't scrape my website, and it will kind of stop them, I mean, assuming they actually listen to you.

所以这个想法跟那个差不多。

So this is kind of a similar idea.

RSL Media的联合创始人埃里克·沃尔特解释说，这个‘人类同意标准’适用于任何地方出现的原始作品、身份、角色或标志。

So RLS Media co founder Eric Walter framed this and said basically, the human consent standard applies to the underlying work, identity, character, or mark itself wherever it appears.

这可不是像robots.txt那样简单地封锁某个网址。

So it's not, you know, like gatekeeping a URL like a robot dot t x t file would do.

它真正要封锁的是人本身。

It's basically gatekeeping the person.

他们的说法是，这套机制对普通人也有效，不只是针对名人。

Their pitch is that it's gonna work for long tail too, not just famous people.

所以，不管是不是公众人物，你都能保护自己的形象不被AI滥用。

So, you know, anyone, even if you're not famous, can kind of gatekeep your stuff, your likeness from being used by AI.

如果坦诚地说，我对这个想法持现实态度，可能还带点怀疑——但robots.txt本身根本没多少约束力。

I think if you're being honest with this concept, I'm trying to be a realist on this, and maybe a little bit skeptical, but robot.

正规的网络爬虫，像谷歌这样的，确实会遵守，但那些不守规矩的，根本不会理睬。

Txt really doesn't have any teeth, any well behaved web crawler, like Google is gonna honor it, but bad ones don't, right?

所有来自中国的AI模型都会把整个互联网都爬一遍，管你有没有设置禁止索引。

Every AI model out of China is gonna scrape the entire internet, they don't care if you have a do not index, right?

他们只管把能拿到的数据全收走，根本不在乎后果。

They're just gonna get their stuff, there's no consequences, they're gonna get all the data they can.

我觉得现在的关键在于，大型模型提供商是否会在训练时真正承诺去核查这个注册表，但目前为止，还没有一家公开表示会这么做。

I think the leverage right now comes when major model providers are going to kind of commit to checking the registry at training time, and zero have publicly committed yet that they're actually gonna do that.

对吧？

Right?

比如说，如果有上百万人把自己的形象和 likeness 放进了这个系统，你们得确保训练数据里别碰上任何一个人的肖像。

Like, if they're like, okay, there's a million people that have put their likeness and image inside of this thing, make sure that none of your data coincides with any of these people's, you know, likeness.

如果 Anthropic、OpenAI、Eleven Labs 和 Google 都说好，我们愿意这么做，那才真叫理想。

And if Anthropic and OpenAI and eleven Labs and Google, all of them are like, okay, we're gonna do this, that'd be fantastic.

但现在，压根没人愿意加入这个体系。

But right now, no one's really opted into that.

这纯粹只是形式上的合规。

It's just more compliance.

并没有法律强制要求。

It's not legally mandated.

我觉得，如果他们全都不做，那这玩意儿最后就只能变成下一轮诉讼的纸面证据。

I don't think I think if basically none of them do it, then it's just kind of a paper trail for the next round of lawsuits.

所以，说到底，很多人都觉得这根本就是个空架子，啥事都不会有，但背后却有不少大明星在支持。

And so, anyways, a lot of people are basically saying that this is a big nothing burger, that nothing will happen, but you have a lot of big celebrities backing it.

咱们就看看这事儿能不能真掀起什么波澜。

So we'll see if this gains any traction.

也许，先把它推出来，让大家讨论、宣传，这本身就是第一步，之后再想办法争取那些大AI公司的承诺。

And perhaps just launching it and talking about it and putting it out there is the first step, and then you could try to go get the commitments from the big AI firms.

但到目前为止，还没有一家公司愿意加入。

But so far, none of them are signing up for it.

明白了。

Okay.

咱们聊聊亚马逊吧。

Let's talk about Amazon.

他们现在的工程师，被定下了一个目标：让AI写出超过百分之八十的开发代码。

Their engineers right now have basically been given a target to to have more than 80% of developer code written by AI.

理论上听起来挺棒，但只要给人们设了激励目标，他们总会想出各种离谱的办法来达成指标，好拿奖励。

Now theoretically, this sounds awesome, but whenever you give people incentives, they're always gonna use they're gonna find a ridiculous way to hit those targets to reach their incentives.

总之，现在的情况是，亚马逊最近推出了一款叫 MeshClaw 的工具。

Anyways, the way that this is happening right now is that Amazon recently rolled out something called meshclaw.

这基本上就是 OpenClaw 的一个复制品。

It's basically a clone of openclaw.

它能连接 Slack、邮箱和代码部署系统。

It connects to Slack, email, and co code deployments.

他们把这工具发给所有开发人员，还搭了个仪表盘，追踪每位工程师用了多少令牌。

They give this to all of their developers, and they also set up a dashboard that tracks how many tokens each engineer is burning.

顺便说一句，得提一下，NVIDIA 的 CEO 贾森·黄说过：

By the way, I'll also, like, as a caveat, say that, over at NVIDIA, Jensen Huang, the CEO, said, hey.

听好了，

Look.

如果我花二十五万美元雇个开发，那他至少得用掉二十五万美元的令牌，不然我雇他干嘛？

If I'm hiring a developer and I'm paying them 250,000 a year, they better be using at least $250,000 a year in tokens.

我真不明白这钱花在哪儿了。

Otherwise, I don't know why I'm paying them.

所以，从科技界高层的角度来看，情况就是这样。

So we kind of have this as a backdrop from, you know, the the top people in tech.

于是，所有这些开发者现在都被激励着，尽量把账单刷得越高越好。

So And all of these developers are now incentivized to run up the biggest bills possible.

那现在到底发生了什么？

So what's happening?

据《金融时报》报道，他们今天拿到了一些内部文件。

According to the Financial Times, they got some source documents today.

员工们正在用亚马逊新推出的这个 meshclaw 工具，不停地循环运行，来虚增自己的 token 使用量。

Employees are now running meshclaw, this new thing that Amazon rolled out, in loops to inflate their token counts.

他们管这叫‘刷 token’。

They're calling it token maxxing.

这篇报道里引用了一位亚马逊员工的话，说：‘有些人就是单纯用 meshclaw 来最大化自己的 token 使用量。’

So one Amazon employee, quoted in this report, quote, some people are just using meshclaw to maximize their token usage.

管理层也在盯着这些数据。

Managers are looking at it.

当他们追踪使用量时，反而催生了扭曲的动机，有些人在这方面特别较真。

When they track usage, it creates perverse incentives, and some people are very competitive about it about it.

亚马逊说，令牌使用数据本来不该影响绩效考核。

So Amazon says that token stats aren't supposed to factor into performance reviews.

但我真不觉得有人会信这个，尤其是看到像英伟达那边都冒出这种话。

I I don't think anyone actually believes that, especially when you have, you know, comments like that coming out of NVIDIA.

听说Meta的员工也在干同样的事。

Meta employees apparently are doing the exact same thing.

我觉得这背后的原因是，亚马逊预计2026年要花两千亿美元做资本支出。

I think the reason that that's happening is because Amazon is expected to spend 200,000,000,000 in CapEx in 2026.

其中大部分会投在AI基础设施上，我觉得很多高管需要一个能拿得出手的数字，好向董事会证明他们的投入真有成效。

Most of it is gonna be on AI infrastructure, and I think a lot of the executives need, you know, kind of a number to point to when the board asks if, you know, their spend is producing change.

所以我觉得从这一切里学到的教训是——这其实已经老生常谈很多年了：你一测量某样东西，它就变成了目标，而不是衡量标准。

So I think the lesson I'm getting from all of this, and this is something that I think has been true for many, many years, when you measure something, it becomes a target, and it stops becoming a measure.

如果你在一家公司，AI使用量成了硬性要求，你就会发现，大家立马开始刷数据，因为你正在盯着这个指标。

So if you're at a company and, you know, AI usage is a mandate, you can watch and everyone's gonna start and, you know, you're measuring that.

每个人都会更频繁地使用AI。

Everyone's gonna start using more AI usage.

他们会用它来做真正有用的事吗？

Are they gonna use it for useful things?

他们会让它循环运行吗？

Are they gonna run it in loops?

我觉得token数量这个指标很糟糕，比不上交付的代码，或者关闭的工单、解决的客户问题。

I think token count is a pretty bad signal, much worse than shipped code maybe or maybe, like, closed tickets or resolved customer issues.

不过话说回来，任何你定出来的指标，都可能被人钻空子，而人们确实会这么做，这太荒唐了。

But anyways, any sort of metric you put out there could be gamed in some way, and people will game it, which is ridiculous.

现在那些真正提升效率的公司，关注的是实际产出；而有些公司呢，就只盯着你刷token数。

I think the companies that are getting really solid productivity right now, they're kind of measuring outputs, and then you get the companies that are just measuring your tokenmaxxing.

所以，我不会建议大家把这当真当回事。

So probably not a metric I would, encourage people to rely on.

明白了。

Okay.

Anthropic 刚刚直接向 AI 领域的 Harvey 和 Legora 发起了正面挑战。

Anthropic has just opened a direct attack to Harvey and Legora, two people in the AI space.

我有些朋友在几家大型 AI 和法律科技公司身居要职，他们对 Anthropic 最近放出的这些动作感到相当不安。

And I actually have some friends high up at some big AI, some big software legal AI firms, and they're pretty, honestly, pretty rattled by a lot of the stuff that Anthropic is putting out.

就在今天，Anthropic 推出了 Cloud for Legal 的重大升级。

So just today, Anthropic dropped a big expansion of Cloud for Legal.

他们这次直接瞄准了两家融资最多的法律 AI 初创公司。

They're going straight for the two best funded legal AI startups.

Harvey 在三月完成了 2 亿美元融资，估值高达 110 亿美元。

Harvey has raised $200,000,000 in March at an $11,000,000,000 valuation.

Logore 上个月刚完成 6 亿美元的 D 轮融资，还搞了一场大规模广告宣传，主角是裘德·洛。

Logore closed a $600,000,000 series d last month, and they had a big huge ad campaign, which was fronted by Jude Law.

光是这一细分领域，就涌入了将近十亿美元的新资本。

That's about a billion dollars in fresh capital just in this one particular industry.

Anthropic 对这一切的回应——其实不只是 Anthropic，其他公司也一样——这么多钱砸进这个行业，实在让人咋舌。

Anthropic's response to all of this, I mean, Anthropic and everyone else, look, so much money is going into this industry.

这个行业的钱肯定不少。

There's probably a lot of money in this industry.

他们打算直接把Claude接入DocuSign做文档管理、Box做文件检索，还有Thomson Reuters Westlaw做判例研究，全都通过一个新的MCP连接器实现。

And so they are basically gonna stack a new MCP connector that plugs Claude directly into DocuSign for document management, into Box for file search, and into Thompson Reuters Westlaw for case law research.

所有付费的Claude用户都能用上这套功能，不只是律师，这套插件覆盖了商业隐私、公司法、劳动法、产品合规和AI治理等多个领域。

All paying Claude tiers are gonna get this, so it's not just for lawyers, but the plug in suite covers commercial privacy, corporate, employment, product, and AI governance work.

我觉得他们的策略特别有意思，因为Harvey和Legora卖的是专门为律所打造的全栈平台，而Anthropic卖的是Claude加上一堆连接工具。

And I think this the strategy here is really interesting because Harvey and Ligora are basically selling vertically integrated platforms built specifically for law firms, and Anthropic is selling Claude plus some connectors.

律所完全可以继续用自己现有的文档系统和研究工具，这招挺高明的，说白了就是模型和平台之间的较量，现在任何初创公司都不想直接跟Claude或者OpenAI硬碰硬。

So firms can basically keep their existing documents, their existing kind of research stack, and this is kind of interesting because it's kind of like a model versus platform fight, and I don't think any startup really wants to be fighting with Claude or with OpenAI right now.

这可不是简单的功能比拼。

But it's not kind of like a feature versus feature one.

对吧？

Right?

Anthropic那边有个发言人谈到法律行业时说，这个行业正面临越来越大的压力，必须尽快采用AI，那些率先行动的律所和内部团队已经跑在了前面。

There's a spokesperson over at Anthropic that kind of talked about the legal sector, they said that it is, quote, facing mounting pressure to adopt AI, and the firms and in house teams that move are pulling ahead fast.

我觉得现在法律市场对Anthropic来说这么重要，首先是因为它极度依赖文本。

I think the reason right now that the market is so important for Anthropic, this legal market, is because it's number one, really text heavy.

律师按小时计费的工作，恰恰是生成式AI最擅长处理的场景。

They have the billable hour hour work, which is kind of the exactly the exact kind of surface area that generative AI is really good at.

而且在这里，幻觉带来的后果也最严重。

It's also where hallucination has been, you know, the most costly.

你根本不能容忍任何错误的输出。

Like, you can't have anything hallucinate.

加州最近处罚了一位律师，他用ChatGPT起草上诉状，结果里面全是虚构的引文。

So California recently fined a lawyer who used Chatuchite to draft an appeal full it had a bunch of fake quotes in it.

结果他被罚了一大笔钱。

And so they actually got a lot, you know, they got a fine there.

所以Anthropic现在的说法是：我们的模型确实出色，

So Anthropic's pitch right now is they're like, look, we have our model.

而且它还基于Westlaw这样的权威数据集，同时你也可以用自己律所的文档，两者结合，能大幅降低出错率。

It's great, but it's also grounded in, you know, the Westlaw kind of dataset, and they you you can also use your own firm's documents, And between the two of that, you should reduce your errors significantly.

我觉得挺有意思的是，看看他们能不能让很多律所真正广泛使用起来。

I think it's gonna be interesting to see, if they're able to really get some strong usage out of a lot of the legal firms.

据我从业内朋友那儿听说的，Anthropic 很可能在这块儿完胜对手。

From what I'm hearing from friends in this industry, Anthropic is probably gonna mop the floor with this one.

我觉得很多人真的很喜欢它。

I think a lot of people love it.

那它会把其他所有 AI 法律软件都干掉吗？

Now, is it gonna kill every other AI legal software?

不会。

No.

绝对不可能。

Absolutely not.

我觉得其他人能比 Anthropic 做得更深，因为 Anthropic 想覆盖一百个垂直领域。

I think people are gonna be able to go way deeper than Anthropic because Anthropic's trying to hit a 100 verticals.

而 Anthropic 太专注于这一块了，我觉得这反而会分散他们的注意力，就像 OpenAI 被 Sora 和一堆小项目分心一样，结果让 Anthropic 超了过去。

And Anthropic focuses too heavily on this, I think it probably will distract them from other areas like you saw with OpenAI getting distracted with Sora and a 100 other little products that let Anthropic run past them.

所以我觉得他们应该专注于把Claude做得更好，让所有人都能用上。

So I think they should focus on the core product of making Claude better for everybody.

但那些想一统法律AI创业公司的小动作，倒也挺有意思的。

But these side quests of just going and trying to smash all of the startups in the legal AI space is is pretty interesting.

如果你还在为ChatGPT、Claude、Gemini、Grok、Lovin' Labs或者其他AI模型付费，我真心推荐你试试我的创业项目——AIBox.ai。

If you're still paying for Chatuchippee, Claude, Gemini, Grok, Lovin' Labs, or any other AI models, I would love for you to check out my startup, which is AI Box dot AI.

我们把80多个顶尖的AI模型整合到一个平台，你可以在同一个对话窗口里跟它们全部互动。

Basically put in 80 of the top AI models into one place, and you can chat with them all in the same chat thread.

我用Claude是因为它的语气最自然，推理能力也强，特别适合我写文字和处理知识类工作，但它不支持生成图片。

So I use Claude because I think it has the best tone and really good reasoning for a lot of my text and knowledge based work, but it doesn't have image generation.

有时候我写文章，需要配个封面图，就得切换到ChatGPT；想让文章朗读出来，又得跑去Eleven Labs。

So sometimes I'll be creating an article, and I need a cover image for it, and I gotta go over to ChatGPT, and then maybe I wanna have the article read, and I gotta go over to Eleven Labs.

你得不停地在各个标签页之间来回切换。

You gotta switch between all of these different tabs.

所以我做了AI Box，就是为了解决这个麻烦。

So I've created AI Box to solve that problem.

在一个对话线程里，你可以调用 Eleven Labs 做音频，用 OpenAI 生成图片，还有几十种其他图像和音频模型任你选。

In one thread, you can hit Eleven Labs for audio, you can hit OpenAI for image, and dozens of other image models, dozens of other audio models.

里面甚至还有音乐和视频，来自 Google 的 V3。

You have music, you have video in there, from Google v o three.

这么多厉害的功能全集成在一个地方，每月才 8.99 美元。

So a lot of cool stuff in there all in one place, and it's only $8.99 a month.

希望这能帮你省下一大笔钱。

So hope this saves you a ton of money.

你现在能接触到几乎所有值得用的 AI 模型。

You can get hands on with basically every AI model that you should be using right now.

说实话，哪怕你已经在用 Claude、Gemini 和 Grok，我也建议你只留一个最喜欢的，其他的都取消掉。

And honestly, even if you do pay for, let's say, Claude and Gemini and Grok, I would say cancel all but your your favorite one.

对吧？

Right?

Claude 现在跟 Claude Cowork 深度绑定了，它都能控制你整个电脑，想取消还真不容易。

Claude's kinda hard to cancel when you have it running on Claude Cowork and it can control your whole computer.

全都取消掉，但用 Keep AI Box 一次性访问所有服务，或许再保留你最钟意的那个。

Cancel them all, but use Keep AI Box to be able to access everything all in once and and maybe with your favorite one.

我会在描述里放个链接，去 aibox.ai 看看吧。

So I'll leave a just a link in the description to aibox.ai if you wanna go check that out.

好的。

Okay.

咱们聊聊谷歌和SpaceX最近的事。

Let's talk about what's going on with Google and SpaceX.

这可能是今天最离谱的新闻了。

This is probably one of the wildest stories today.

《华尔街日报》报道称，谷歌和SpaceX正在积极商谈，要把AI数据中心送上轨道。

The Wall Street Journal has reportedly, said that Google and SpaceX are in active talks to launch AI data centers into orbit.

这个时间点，明显是想赶在IPO之前造势。

The timing of this, obviously, is trying to coincide with the IPO.

SpaceX正在筹备高达1.75万亿美元的IPO，今年晚些时候就要进行。

SpaceX is prepping their $1,750,000,000,000 IPO, which is gonna happen later this year.

人们谈论这个IPO已经很多年了，因为SpaceX一直在快速增长，基本上成了全球估值最高的私营公司。

And I mean, people have been talking about this IPO for for many, many years because SpaceX has just been such a a growing it's been basically the the most valuable private company.

以前Stripe还跟它竞争得挺激烈，但最近它一口气收购了不少公司。

Stripe was giving it a run for the money a while ago, and and now they've just made all these acquisitions.

它把XAI、X，还有Starlink这些资产都收归旗下了。

They got XAI and and X in there and all these different assets and and Starlink.

所以它的估值现在已经涨到了将近两万亿美元。

So it's, you know, ballooned to close to $2,000,000,000,000.

明白了。

Okay.

但这其中很重要的一块，就是这种在轨计算能力。

But a big part of this is this kind of orbital compute, piece to it.

感觉Anthropic最近刚从SpaceX在孟菲斯的计算中心租了一大堆算力。

And so it feels like Anthropic just leased a bunch of, you know, a bunch of compute from SpaceX over in Memphis.

除了孟菲斯的这些算力之外，他们还说，嘿。

And in addition to all of the Memphis compute, they're also saying, hey.

你瞧。

Look.

也许我们也能拿到一部分这种轨道计算资源。

Maybe we'll get some of these this orbital compute.

我觉得SpaceX的核心策略之一，就是把轨道计算作为主打卖点。

And I think maybe SpaceX I mean, the the big strategy here is that the orbital compute is is a big part of their pitch.

所以他们可以说，看吧，Anthropic想买，谷歌也想买，这样就能把一堆客户都聚拢过来。

And so if they're saying, look, Anthropic wants to buy it from us, Google wants to buy it from us, they can start lining up all of these these different people.

谷歌有个项目叫‘Suncatcher’，是去年底宣布的卫星计算计划。

Google, has something called Project Suncatcher, which is a compute satellite program that Google announced late last year.

原型卫星预计明年，也就是2027年发射。

And the prototype satellites are slated to fly, next year in 2027.

而SpaceX的配合，能为Suncatcher提供大规模的专属发射能力。

And the SpaceX talk is gonna give the suncatcher basically dedicated launch capacity at scale.

这挺有意思的。

So this is interesting.

我觉得谷歌也在和其他发射服务商接洽，算是做个备份，但SpaceX才是关键，毕竟他们发射的卫星最多，技术也最领先，等等吧。

I think Google is also talking to some other launch providers to kind of hedge this, but SpaceX is kind of the big one because they've been able to launch the most satellites into space, you know, out of the most advanced space program, yada yada.

如果你在做任何依赖计算成本的AI项目，那咱们很快就得认真考虑一件事：把卫星送入太空的费用。

If you're building anything that relies on the cost of compute for AI, then, I mean, the thing we are we're all gonna have to start thinking about here pretty quick is the cost of launching satellites into space.

这会成为资本支出规划里必须纳入考量的一个变量。

That's gonna be a variable that will have to be included and thought about during when you're doing your CapEx planning.

这事儿简直太疯狂了。

It's super crazy.

不过好了，今天的内容就这些了，各位。

But anyways, that's everything for the show today, guys.

如果你们喜欢这期节目，麻烦在你们听播客的平台给个评分或留言，这对我们帮助真的特别大。

If you enjoyed it, it would really help the show out so much if you'd be able to leave a rating or review wherever you get your podcasts.

如果你用的是苹果设备，记得留个评论。

If you're on Apple, drop a comment.

我每一条都会看。

I read them all.

我真的很感谢大家。

I really appreciate them.

如果你在Spotify上，去‘关于’页面，我记得得先听满三集。

If you're on Spotify, it's the about tab, and I think you have to listen to, three episodes.

所以如果你已经在Spotify上听了三集，就可以去‘关于’页面给我打个分。

So if you've listened to three episodes before on Spotify, you hit the about tab, you could drop drop me some stars.

我真的很感激。

I'd really appreciate it.

另外，如果你想一站式访问所有AI模型，记得去aibox.ai看看，每月只要8.99美元。

And as always, make sure to go check out aibox.ai if you wanna get access to all of the different AI models in one place for $8.99 a month.

这个价格太划算了，希望它能帮你提升AI使用效率。

It's a killer deal, and I hope it helps you, and with your productivity in AI.

好了。

Alright.

我们下期再见。

I'll catch you guys all in the next episode.