Anthropic 目标估值达一万亿美元

Anthropic 计划以高达一万亿美元的估值融资。

Anthropic is planning to potentially raise money at a $1,000,000,000,000 valuation.

就在同一天，Cloudflare 宣布裁员超过一千一百人，他们称之为一次‘AI 原生’的调整。

And it on the same day, we have Cloudflare who is cutting more than 1,100 jobs in kind of what they're calling an AI native reset.

这跟 Coinbase 和 eBay 之前的做法很相似。

This is similar to what we've seen from Coinbase and what we've seen also from eBay.

Snapchat 取消了与 Perplexity 价值四亿美元的合作，因为他们的广告收入比预期少了十五亿三千万美元。

Snapchat has canceled their $400,000,000 Perplexity deal because their q one revenue for ad sales was 1,530,000,000 lower than they expected.

此外，关于马斯克和阿尔特曼之间的诉讼，又冒出不少新消息，其中有些发现特别有意思。

And we also have a bunch of new texts and information from the Elon Musk versus Sam Altman lawsuit, and a couple really interesting revelations come out of that.

据称，微软曾担心，如果不给 OpenAI 一笔巨款，他们可能会直接投奔亚马逊。

One, apparently Microsoft was worried that OpenAI was going to, quote unquote, storm off to Amazon before they gave them a billion dollars.

微软怕给的钱不够，OpenAI 就会甩手走人，所以这才决定砸下一亿美元。

They're worried if they didn't give them enough money that they were gonna go leave them and go somewhere else, and so that's kind of what prompted Microsoft put a billion dollars in.

当然，这笔投资很可能是微软历史上最划算的一笔，最后对他们来说简直是赚大了。

Of course, that was probably the greatest investment in Microsoft history, so ended up being a great thing for them.

我们还了解到，在微软投资这十亿美元之前，他们其实对OpenAI能否实现通用人工智能持严重怀疑态度。最后还有一个劲爆的消息：萨姆·阿尔特曼被赶走后，他和米里亚姆·马雷达迪之间有大约78条短信往来。

We also learned that Microsoft was deeply skeptical of OpenAI ever achieving AGI before they put that billion dollars in, and one last juicy thing that we find is there's a bunch of text messages, about 78 text messages, between Miriam Maradi and Sam Altman after Sam Altman got kicked out.

主要是他想重新被雇用，试图说服当时OpenAI的首席技术官把他拉回来。

Basically, him trying to get himself rehired and trying to get the the then CTO of OpenAI to bring him back.

网上还冒出一堆短视频，有人把这事改编成情绪朋克歌曲，简直笑死人。

And there's a bunch of viral videos that people are making of this where they're, like, turning it into emo punk songs, and anyways, it's hilarious.

对了，最后还得聊聊苹果那款带摄像头的AirPods。

And, oh, last thing we gotta talk about is Apple's camera equipped AirPods.

它们快进入量产了，内置Siri和AI功能。

They're getting near to be in production, and they'll have Siri and AI built into the AirPods.

我对这个简直太期待了。

I'm super stoked about that.

在所有这些消息里，我最兴奋的就是这个。

Maybe the most stoked about all of these announcements.

咱们这就进正题，好好聊聊这些内容。

Let's get into all of it on the podcast.

咱们先说说 biggest 的新闻，据《金融时报》报道，Anthropic 正在进行一笔高达一万亿美元的融资。

Let's kick this off with the big story, which is Anthropic coming in for a $1,000,000,000,000 round of funding according to the Financial Times.

这件事是《金融时报》率先披露的。

They've reported on this.

《金融时报》指出，这笔资金的主要来源有两个：一是亚洲和中东的主权财富基金，二是谷歌和亚马逊。

According to the Financial Times, a lot of the demand on this is coming from, number one, sovereign wealth funds in Asia and The Middle East, and number two, from Google and Amazon.

毕竟，这么庞大的融资轮次，估值高达一万亿美元，背后必须有大型企业或基金撑腰，看来这些就是主要的金主了。

Now when you do, you know, a colossal round like this at a $1,000,000,000,000 valuation, you have to have big companies or funds backing you, so this seems to be the source where a lot of this is coming from.

有人猜测，这其实是谷歌和亚马逊想趁 IPO 前赶紧入场，捞一笔快钱，赌的是他们能在这之前实现翻倍回报。

Some people are saying, hey, look, this is Google and Amazon trying to get in and double their money really quickly before the IPO happens or whatever multiple they think they're gonna be able to pull off before an IPO happens.

IPO 计划定在 2026 年。

The IPO is slated for the 2026.

根据我们从高盛和摩根大通那里得到的消息，今年年底，可能是第三季度或第四季度，他们就会启动 IPO。

So at the, you know, the end of this year, could be in q three or could be in q four, they're gonna be trying to IPO according to what we're seeing from Goldman Sachs and JPMorgan Chase.

高盛和摩根大通都在预测，Anthropic 的 IPO 估值会在四千亿到五千亿美元之间，目标是筹集一大笔资金。

Both of them are pitching an anthra Anthropic IPO between 400 and $500,000,000,000, so they are looking to pick up a lot of money.

不过，有意思的是，就在同一天，我们还听说软银打算把对OpenAI的保证金贷款额度下调40%，从100亿美元降到60亿美元。

Something that's interesting to me though with all of this is on the same day we're getting a lot of this news out, we're also getting news that SoftBank apparently is going to cut its OpenAI margin loan target by 40%, so they're targeted they're bringing that down from 10,000,000,000 to 6,000,000,000.

很多人在讨论的是，高盛和摩根大通预计的400到500亿美元IPO估值，而目前二级市场对Anthropic的私人股份定价却接近这个数字的两倍。

Something a lot of people are talking about though is with the Goldman and JPMorgan 400 to $500,000,000,000 IPO that they're looking at, the secondaries market is currently pricing private shares of Anthropic at about two x that.

现在有几种不同的看法。

So there's a couple different theories right now.

一种可能是二级市场被严重高估了，这当然完全有可能；另一种可能是投行故意压低IPO定价，想在上市首日制造一波抢购热潮。

Either number one, the secondaries market is just super overvalued, which is definitely totally possible, or the bankers are trying to lowball the IPO price to try to create a rally on day one.

我个人更倾向于后一种情况，但最终会怎样，还得看公司真正上市时市场到底有多热情。

Personally, I'm leaning towards a day one rally scenario, but, I mean, we'll see what happens, when this thing actually goes public and how much the appetite is.

从现在到年底，感觉还有很多变数。

Between now and the end of the year, it feels like even then a lot can happen.

眼下，AI行业的发展速度真是快得惊人，方方面面都在加速变化。

Things are, you know, moving pretty quick in the AI industry right now and and all around.

明白了。

Okay.

接下来我想聊的是SpaceX的TeraFab计划。

The next thing I wanna talk about is SpaceX's TeraFab commitment.

他们打算在德克萨斯州投资550亿美元建这座AI芯片工厂，如果后续阶段全部建成，总投入可能达到1190亿美元。

They're gonna commit $55,000,000,000 to this Texas AI chip plant, and that could hit a $119,000,000,000 if some of the later phases get built out.

也就是说，他们最多可能花上1190亿美元。

So they could spend, you know, up to a 119,000,000,000.

这规模太惊人了。

That is massive.

这些信息来自德克萨斯州格赖姆斯县提交的一份公开听证通知，跟该项目申请税收优惠有关。

This is all coming from a public hearing notice that was filed in Grimes County, Texas and is tied to a request for tax breaks on the project.

所以这个消息来源挺靠谱的。

So this is a pretty good source.

我们能接触到这种公开的官方信息。

We're getting this kind of, like, public information.

这其实属于马斯克今年三月宣布的一项更大计划的一部分，当时他说目标是实现200吉瓦的‘地球算力’，以及高达1太瓦的‘太空算力’。

This is all part of a earlier announcement that Elon Musk made in March when he announced that they were gonna target 200 gigawatts of quote unquote earth compute and up to one terawatt of space compute.

真没想到我们还得把这两者区分开来。

It's wild that we have to differentiate the two there.

我觉得这太惊人了，因为SpaceX是一家私营且能持续盈利的公司。

The reason why I think this is incredible is because SpaceX is a private and cash generating generating company.

它主要靠星链赚钱，但要在TeraFab上投入550亿甚至高达1190亿美元，这规模简直不可思议，而且这还没算上他们已经在星舰研发上花的钱。

It makes a lot of its money from Starlink, but 55,000,000,000 up to a 119,000,000,000 in spend on this TeraFab is absolutely massive, and that's on top of what they're already spending on their Starship development.

他们还扩建了孟菲斯的Colossus设施，专门满足XAI的计算需求。

So they also kind of expanded their Memphis Colossus, expansion for XAI's separate kind of compute needs.

我知道他们在财务上挺有章法的。

And I know that they're they're doing some smart things financially.

其中一个聪明的做法是，他们为XAI建的第一个Colossus数据中心，现在直接租给了Anthropic，所以孟菲斯那个机房以后就归他们用了，而他们自己则用上了更新的2.0版本。

One in particular is that their first Colossus that they built for x AI, they actually just leased that out to Anthropic, so that data center in Memphis is gonna be used there, and apparently they have kind of a two point o that they're using for their own stuff.

他们确实想从中赚钱，但一想到要为这个庞大的TeraFab砸这么多钱，还是让人觉得不可思议。

They are trying to make some money off of it, but it is wild just how much money they're gonna have to spend for this massive tera fab.

好了。

Alright.

咱们来聊聊苹果带摄像头的AirPods。

Let's talk about Apple's camera equipped AirPods.

这个点我真的特别期待。

This is what I'm super excited.

你肯定听过我在播客里没完没了地抱怨，苹果因为没自研AI模型，落得太远了。

You've heard me rant endlessly on the podcast about how far behind Apple is because they haven't created their own AI model.

但现在我觉得，他们这步棋可能真挺厉害的——首先，听说苹果以后会让你自己选，手机上的Siri到底用Gemini、Claude还是ChatGPT来驱动，你可以自由挑AI模型。

Now I'm going to say this might be a really incredible play out of them because number one, we got the news that Apple's gonna let you pick if you want Siri on your phone to be powered by Gemini, Claude, or ChatGPT, so you can actually pick the AI model.

我觉得这主意不错。

I think that's a great idea.

这些模型的性能时好时坏，谁最强也说不准。

These models go up and down in, you know, how powerful they are or which one's the best.

能随时切换，确实很方便。

Being able to easily switch between them would be great.

我好奇的是，你得登录付费账号才能用吧？

I'm curious if you're gonna have to log in with your premium account.

对吧？

Right?

所以你得花二十美元订阅ChatGPT，想用高级功能就得登录那个账号。

So it's like you pay $20 for ChatGPT, wanna get premium, you have to log in to that account.

我很想看看这会怎么发展。

I'll be curious to see how that goes.

在苹果之前已经传出过可能和Gemini独家合作的消息，但现在感觉他们反而要开放给所有人使用。

This is after Apple's already, like, kind of had these announcements about deals that they might do, like, exclusively with Gemini or whatever, and it feels like they might kind of just open source this to everyone to to let them use this.

但与此同时，他们还在开发基于这个尚未面世的新Siri的新功能。

But with all of that, they're also creating new tools that are powered by this new Siri, which is yet to exist.

顺便提一下，我不知道这算不算剧透，但得补充一点：今天苹果刚被要求支付两亿五千万美元，赔偿美国地区购买了iPhone 15和16部分机型的用户，因为他们当初宣传说iPhone会内置强大的Apple Intelligence功能，结果发布时一样都没兑现。

And spoiler, I mean, I don't know if this is a spoiler, but, like, I'll also throw a caveat that, today Apple just got, requested to spend $250,000,000 to pay back everyone that bought an iPhone fifteen and sixteen, certain models in The US, because they basically kind of plugged their Apple intelligence and said that there was gonna be all these really awesome AI features built in and none of them actually were there when they launched.

他们就说，哦，我们只是推迟了。

They're like, oh, we're just delaying it.

结果就被告了，说是虚假宣传。

So they got sued for felt false advertising.

他们得给每个买了这些手机的人退95美元。

They gotta put in $95 back to everyone that bought one of those phones.

所以我估计得去申请那95美元，不知道我当初怎么没申请，但苹果，我可得把这95美元拿回来。

So I'm probably gonna go get my 95 doll I don't know how I couldn't claim that $95, but I better get paid my $95, Apple.

不过说实话，这事儿的症结在于，我们还得看看苹果到底会不会真正推出任何AI功能。

But so yeah, I I guess that's the the damper on it is we'll see if Apple ever ships anything AI.

但假设他们能搞定，其实要是直接接入现有的其他AI模型，应该也不难。他们新出的AirPods耳机还内置了摄像头，你可以通过它跟Siri对话，而Siri背后跑的正是你选的任何大模型，能随时给你提供信息。

But assuming they're able to get their craft together, and I mean, if they're just plugging into one of the other AI models that shouldn't be too hard, they have these new headphones, these new AirPods that are gonna have a camera built into them, and you're gonna be able to talk to Siri through them, which is gonna be, of course, you know, running off of whatever LLM you want it to use, and you'll be able to get, you know, information.

我觉得这其实是个特别棒的硬件AI设备。

I think this is actually a really awesome hardware AI device.

之前好多硬件AI产品都失败了，比如Humane AI Pen和Rabbit R1。

We've seen a lot of hardware AI devices flop like the Humane Pen and the Rabbit R1.

在我看来，那些东西就只是个噱头。

Those, in my opinion, were kind of just novelty.

真有人买，也是冲着新鲜劲儿，但它们根本不是你日常生活里会用到的东西，不像手表那样。所以我觉得，任何智能设备都得先是你本来就用得上的东西才行。

If anyone bought them, it was for this novelty, but they weren't devices that were part of your day to day life like a watch, And so I think any of these smart devices have to already be something that you use.

你不想逼着别人去接受一个新设备，比如吊坠。

You don't wanna have to try to convince people to add a new device like a pendant.

听说苹果正在开发一款AI吊坠。

Apparently, Apple's working on like an AI pendant.

我个人觉得这东西不会成功。

Personally, I don't think that that's gonna be a success.

他们还在搞智能眼镜。

They're also working on smart glasses.

我觉得这个能成。

I think that that will work.

现在已经有类似的产品了，比如Meta的Ray-Ban智能眼镜。

We're seeing that work with Meta Ray Bans.

如果是一个大家本来就戴的东西，比如眼镜，再加进AI或者科技功能，我觉得这才行得通。

So if it's already a device or like an item that people wear and you add AI into it or if you add, you know, tech into it, I think that's gonna work.

但如果你硬要让人戴个从没见过的项链之类的东西，我觉得效果肯定不好。

But if you try to make them wear a brand new necklace or something that's just not very normal, I think don't it's gonna work as good.

AirPods 真是太棒了。

So AirPods are awesome.

我觉得这些设备有非常多有趣的潜力。

I think these have a lot of really cool, possibilities.

听说它们会配备低分辨率的摄像头，能捕捉你看到的画面，但画质不会太高。

Apparently, they're gonna have low resolution cameras on them, so it's gonna be able to see what you're seeing, but it's not high resolution.

我猜未来可能会升级，不过人们应该不会用它们来直播或者拍很多照片，但它们能感知你周围的环境，你可以随时开口提问，它会根据眼前的情景给你回应，这真的特别实用——当初 Meta Ray-Ban 之所以火，就是因为有摄像头，能看、能录，还能对话，帮你识别周围的东西。

I imagine in the future it will be, so it's not like people are gonna be streaming or or taking a lot of pictures with them, but they will be able to see what's around you, you'll be able to talk and ask it questions, and it will have a view of what's going on, which is really, really useful, and that's kinda what this the Meta Ray Bans, initially got so popular for is they have the cameras on there that you can they can look at stuff, they can record things, and they can you can talk to them, and it can tell you about what's going on.

我对这个特别期待。

So excited for that.

什么时候发布还不知道，但苹果的方向真的很对。

Who knows when it will come out, but very good direction from Apple.

我也很期待这个。

I'm excited about that.

明白了。

Okay.

咱们得聊聊埃隆·马斯克和萨姆·阿尔特曼那场官司，还有背后那些事儿。

We gotta get into some of the drama with Elon Musk and Sam Altman lawsuit and everything going out.

我最感兴趣的是，这场官司现在进入了证据开示阶段，法院发出了传票，把OpenAI所有人的短信和邮件都调出来了。我们这才真正看到那些内幕——那些对萨姆·阿尔特曼和相关人士来说，肯定不怎么光彩、也不太愉快的细节，要不是这次被迫曝光，他们根本不会公开。

My favorite part about this is that we got discovery on the lawsuit, so they got a subpoena, like, all of the text messages and emails, from everyone at OpenAI, and we just get such a better, deeper look at all of the drama, Stuff that, like, it's probably not flattering or exciting or happy for, like, Sam Altman and everyone else involved, so they wouldn't really publish it otherwise.

所以，说真的，我对这场官司还挺高兴的。

So for that, I'm kind of happy about this whole lawsuit thing.

不过，这事里头有一件事挺有意思的——当然，‘有意思’这个词得看你怎么看了。

But one of the funny things that came out of this I mean, funny is a is a relative term.

前OpenAI首席技术官米里亚姆·拉迪，在2023年萨姆被赶走后，被临时推上了CEO的位置。

But Miriam Radi, the former CTO of OpenAI, she was put in as interim CEO when Sam Altman got kicked out in 2023.

在那场人事风波期间，她和萨姆之间一共发了78条短信，当时萨姆拼命想回公司、想办法补救，而她作为董事会成员，一边参加董事会，一边跟他沟通情况。

And there is a chain of 78 text messages between her and Sam Altman during that whole kind of ousting where he's trying to get back into the company and figure out how to fix things, and she's, you know, on the board going to all the board meetings, talking to him about what's going on now.

包括他到底为啥被赶走，背后发生了什么，这些全都有了线索。

And and, you know, like, why he got kicked out and all that kind of stuff.

通过这一串短信，我们才真正看清楚了整件事的来龙去脉。

So we get way more insights into all of this from, this kind of this text message thread that's going on.

据说，有四位OpenAI董事会成员签署了一份文件，罢免了萨姆·阿尔特曼，并任命她为临时CEO。

Apparently, four OpenAI board members signed a document terminating Sam Altman, and then they named her as the interim CEO.

伊利亚·苏茨克弗写了一份52页的备忘录，交给董事会说明为什么该把萨姆·阿尔特曼赶走，后来这份备忘录通过米里亚姆·莫拉迪传回给了萨姆。

Ilya Suskever had a 52 page memo that he gave to the board outlining why Sam Altman should be kicked out, and then that kind of got funneled back to Sam Altman through, Miriam Moradi.

有意思的是，伊利亚·苏茨克弗后来离开了，创办了超级安全人工智能公司。

It's interesting too because Ilya Suskever, obviously, he left, started Super Safe Intelligence.

米里亚姆·莫拉迪也走了，自己开了个实验室。

Myriya Muradi, she left, started her own lab.

感觉除了格雷格·布罗克曼，其他人都走光了。

It feels like everyone kind of left except for Greg Brockman.

他还留在公司，据说他持有的OpenAI股份现在价值大约300亿美元，看来留下真是赚大了。

He's still around, and apparently his stake in OpenAI is worth about $30,000,000,000 today, so he seems to be doing quite well sticking around.

我猜米里亚姆、莫拉迪和伊利亚·塞茨克弗他们手里的股权，价值肯定也不低。

I'm sure Myriah, Muradi, and Ilya Seskeworth have, you know, their their equity in the company is probably worth a lot as well.

但从米里亚姆·莫拉迪和萨姆·阿尔特曼之间的短信往来来看，很多都是萨姆在问：有没有办法挽回？

But, basically, what we're seeing from the exchange of text messages between Myriah Muradi and Sam Altman, a lot of them are Sam Altman saying like, is there any way to fix this?

这事还有挽回的余地吗？

Is there any way to recover?

现在谁在电话里？

Who's on the call right now?

你跟谁在通话？

Who are you talking to?

萨姆·阿尔特曼一直试图拉微软的CEO萨提亚·纳德拉进通话，想所谓地把事情解决掉。

Sam Altman kept trying to push to get Satya Nadella, the CEO of Microsoft, on the calls to try to quote unquote fix things.

说白了，当时米里亚和不少其他董事会成员提出了一些疑虑。

Basically, what happened is Myriad and a lot of the other board members had raised some, know, concerns.

我们已经看到不少关于萨姆·阿尔特曼的爆料，他确实有隐瞒信息、对董事会不够坦诚的倾向。

I mean, we've seen a lot of exposes about Sam Altman, and he has some tendencies to not share everything with the board or not always be truthful with the board.

她因此提出了公司治理方面的担忧，但后来却被推上了CEO的位置——而她其实根本不想当这个CEO。

And from that, it seems like she kind of raised those governance concerns, but then she was became the CEO, which she didn't really want to be the CEO.

结果董事会没法为开除萨姆的决定站稳脚跟，他就又回来了。

And then the board wasn't really able to defend its decision of kicking out Sam, so he came back.

在整个过程中，微软一直在明目张胆地挖OpenAI的员工。

Microsoft the entire time was openly recruiting their staff in the midst of all of this.

当时有种说法，萨姆·阿尔特曼那边在想：他们是不是希望OpenAI所有人都走光？

So and there was kind of this line between Sam Altman that's like, do they want everyone at OpenAI to leave?

要是微软直接收购了OpenAI呢？

What if, you know, Microsoft acquired OpenAI?

那样的话，他们能拿到想要的控制权吗？

Would that give them the governance that they wanted?

而且他心里清楚，就算收不下来，自己也会去掌管微软的AI业务，到时候就成了竞争对手。

And then, you know, he knew that he was gonna be in charge of Microsoft AI, so then if they weren't able to acquire it Anyways, he was gonna be like a competitor.

整个事情闹得跟一场大混战似的。

There was like this whole thing and it seemed like a giant battle.

最后，他们还是把萨姆请了回来，不少董事会成员要么退出，要么另起炉灶，自己创业去了。

At the end of the day, they brought back Sam and a lot of the people on the board left the board or moved on and started their own companies.

但我们居然还能看到那些短信内容，真是离谱。

But we get the text messages, which is crazy.

好的。

Okay.

咱们来聊聊微软在准备向OpenAI投资十亿美元时的表态，那次投资直接引爆了如今我们看到的整个AI融资热潮。

Let's talk about what Microsoft was saying when they were about to put a billion dollars into OpenAI, which kicked off this entire AI funding boom that we're seeing today.

据说，在投入这笔资金之前，微软担心OpenAI会直接跳槽去亚马逊，加入AWS。

Apparently, before they put the billion dollars in, they were worried that OpenAI was gonna, quote, storm off to Amazon, and go and join AWS.

这些细节都是来自萨姆·阿尔特曼与埃隆·马斯克庭审中曝光的材料。

This is all coming out of, of course, discovery from the Sam Altman versus Elon Musk trial.

简单说，萨姆·阿尔特曼当时向萨提亚·纳德拉推销了大约三亿美元的Azure算力，时间是2017年。

Basically, we have Sam Altman who pitched Satya Nadella on about $300,000,000 of million dollars of Azure compute, and that was in the 2027.

他们说，就希望这笔钱能支持OpenAI下一阶段的研究和模型训练。

And they, you know, they're like, hey.

据称，2017年8月，Azure负责人杰森·赞德就告诉纳德拉，这笔交易至少得带来五亿美元的新增收入才说得过去。

We just want this to fund OpenAI's next research phase and and training our our model.

到了第二年，也就是2018年1月，微软CTO凯文·斯科特也提醒纳德拉：如果我们不给OpenAI足够多的资金或算力配额，他们就会跳槽去亚马逊，走的时候还得把Azure狠狠黑一通。

Apparently, the Azure chief Jason Zander told Nadella in August 2017 that the deal needed $500,000,000 or more in incremental revenue if it was gonna even pencil out, and then we have the CTO of Microsoft, Kevin Scott, who's warning Nadella in January 2018, the next year, that OpenAI, you know, they're gonna go if we don't pay them enough money or give them enough credits, they're gonna go defect to Amazon and they're gonna kinda crap talk Azure on their way out.

所以他们其实是在努力控制舆论。

So they're, like, trying to manage the PR.

他们就说：嘿，我们可不希望他们说我们坏话。

They're, like, hey, look, we don't want them talking bad about us.

我觉得这些邮件里，根本没什么违法或不当的行为。

So I think in all of these emails, nothing bad, like nothing illegal or wrong was done.

他们在法庭上提了这些事，但看起来，这不过是微软在做重大算力投入前的常规尽职调查。

They're talking about it in court, but it seems like very normal due diligence for a big compute commitment from Microsoft's part.

但对我来说，最值得注意的是，这完全跟公众说的不一样——说什么萨提亚·纳德拉早就预见了AI浪潮。

But the big takeaway for me that I think is interesting is that this is completely contrary to this kind of public narrative that, look, Satya Nadella, he saw this big AI wave coming.

人们觉得微软投资OpenAI特别有远见，好像他们早就知道接下来会发生什么。

Microsoft was so smart in funding, OpenAI because, you know, they knew what was kinda coming next.

某种程度上，他们确实看到了潜力，但更真实的动机是：这可是Azure的大客户啊，不如给点钱，别让他们骂我们，也别跑去找亚马逊。

Like, to some degree, they saw that there was a lot of potential here, but also they were it feels like, hey, look, here's a big customer for our, for Microsoft for Azure, and let's give them some money so they don't crap talk us and so they can stick around.

不是觉得这玩意儿将来能值一万亿，而是：他们迟早要花大钱，我们得稳住他们，别闹出负面新闻。

Not so much like, this thing's gonna be worth a trillion dollars one day, more just like, hey, like, let's they're gonna spend a lot of money and we don't want it to be a bad PR thing.

这跟我们平时听到的说法不太一样。

So a bit of a different narrative than we are used to hearing.

如果你和我一样，经常用各种AI模型来辅助工作，比如用Anthropic的Claude来写代码或润色文字，或者用OpenAI做图像生成、Eleven Labs做语音，还有其他几十种AI工具，欢迎来试试我创办的AI Box dot AI。

If you, like me, use a ton of different AI models to help with your work, things like Anthropic Claude for I use it for coding and for getting good text, or if you use things like OpenAI for image generation or eleven Labs for audio or dozens of other AI tools, I'd love for you to check out my startup, which is called AI Box dot AI.

我们提供超过80个主流AI模型，包括Gemini、Claude、Grok等等，全都集中在一个平台上。

We let you access over 80 of the top AI models, Gemini, Claude, Grock, everything else, all in one platform.

你可以在同一个对话里实时切换模型，还能自由切换文本、图像、语音等多种模式。

And in the same chat thread, you can switch between models live, and you can also switch between modalities.

比如，你可以让Anthropic帮你起草一段文字。

So you can get Anthropic to help you write something out.

然后用Eleven Labs把它转成语音，再让OpenAI或其他图像、视频模型，比如谷歌的Veo 3，生成配图或视频。

You can get Eleven Labs to create an audio file voicing it, and then you can get OpenAI to generate images or dozens of other image models or video models like Google v o three.

所有这些功能都在一起，每月只要8.99美元。

It's all in there, and it's only $8.99 a month.

如果你选择年费计划，还能再享20%折扣，相当于每月不到9美元，就能用上全部工具。

So you get access to everything for $9 a month to get 20% off if you get an annual plan.

这简直是再明显不过的选择了。

So this is a absolute, no brainer.

不仅能帮你省下一大笔AI服务费，还能让你不用再开着十几个标签页和账号。

It should save you a ton of money on AI, and also it should help you consolidate so you don't have 10 different tabs and logins going on.

所有功能都集中在一个地方。

It's all in one place.

想试试的话，访问 aibox.ai 就行。

If you wanna check it out, is aibox.ai.

今天的内容就到这里。

That's the show for today.

祝你周末愉快。

Have a fantastic weekend.