Anthropic + 盖茨向医疗领域捐赠2亿美元 | Cerebras上市后市值翻倍

Anthropic 和盖茨基金会刚刚各自承诺投入两亿美元，用于在全球医疗和教育领域推广 Claude。

Anthropic and the Gates Foundation have both just committed $200,000,000 to deploy Claude in global health and education.

这项合作将在未来四年展开，同时我们还有一些重磅的 IPO 消息要公布。

This is gonna be over the next four years for this particular partnership, and we have some big IPO news.

我其实挺兴奋的，因为今年有很多大型 AI 公司要上市，而 Cerebras 已经把 IPO 定价定在了 55 亿美元。

I'm actually kind of excited about this because we have a lot of big AI IPOs coming up this year, but Cerebras has priced their IPO at $5,500,000,000.

上市第一天，他们的股价就直接翻了一倍。

Once they did that, their stock doubled in its first day of trading.

我前几天刚报道过这事，我当时预测他们是有意压低定价，想制造首日暴涨，现在看来确实成功了。

I think I actually reported on this a few days ago, and my prediction on this was that they were pricing it low intentionally to try to get a first day pump, and it looks like they got that.

微软正在物色一批新兴初创公司，打算用它们来对冲对 OpenAI 的依赖，逐步摆脱对它的依赖。

Microsoft is scouting a bunch of new startups that they are going to be using as sort of a hedge against OpenAI, disappearing their OpenAI depend dependence.

他们肯定不想继续这样下去，现在看起来，双方似乎正在慢慢分道扬镳。

They definitely don't wanna keep that up, and it seems like they have sort of a a bit of a breakup going on right now.

Clio 的年经常性收入刚突破五亿美元，而 Anthropic 作为他们的主要竞争对手，也正通过 Claude 进军法律 AI 领域，但这些大型法律 AI 公司似乎并没有放缓脚步。

Clio has just hit a $500,000,000 in annual recurring revenue as Anthropic, their you know, is now their big competitor, is getting into the legal AI space with Claude for Legal, but it doesn't seem like these big legal AI companies are slowing down.

五亿美元的年经常性收入，真的非常了不起。

$500,000,000 in annual recurring revenue is super impressive.

黄仁勋的基金会刚买了价值1.08亿美元的CoreWeave算力，然后全部捐给了研究人员。

Jensen Huang's Foundation has just purchased a $108,000,000 of CoreWeave compute, and he has then donated it to researchers.

这挺有意思的，但也是一种很巧妙的策略。

This is kind of cool, but also it's an interesting strategy.

对吧？

Right?

他可不是直接开了一张1.08亿美元的支票，让研究人员随便用，或者就说：嘿，你们想怎么用都行。

It's not like he wrote a $108,000,000, check to these researchers to go and use for whatever they wanted or even to say, you know, hey.

他们可以自由地在任何地方使用这些算力。

You could use this in compute anywhere.

他是专门从CoreWeave买下来，再转手送给他们的。

He specifically bought it from CoreWeave and gave it to them.

好处坏处咱们待会儿细聊，不过也许他这么大方，是因为算力资源实在太难抢了。

Now pros and cons, I mean, we'll get into all of this, but maybe he's been super generous because it's hard to get allocation.

他从CoreWeave拿到了这个算力配额，也可能他跟CoreWeave有某种利益关系，这笔1.08亿美元的订单直接让公司股价涨了一把。

He got that allocation from CoreWeave, or maybe he has some interest in CoreWeave and it just CoreWeave and it just kind of pumped up their company a little bit to have this guaranteed $108,000,000 inflection.

所以，这件事其实可以从好几个角度来理解。

So, you know, there's there's a couple of different ways to look at this.

咱们先聊聊Anthropic这边的故事。

Let's get into the Anthropic story first.

比尔及梅琳达·盖茨基金会和Anthropic刚宣布了一项为期四年的2亿美元合作，要把Claude应用到全球健康领域。

So the Gates Foundation and Anthropic, they both announced this $200,000,000 four year partnership to get Claude into global health.

同时也覆盖生命科学、教育和经济流动性项目。

It's also in life sciences, education, and economic mobility programs.

目前这项承诺其实包含了好几个层面的内容。

With this whole commitment right now, it's basically there's a there's a few things pulled into this.

第一是资金资助。

Number one is grant funding.

其次是Claude的使用额度，再加上一些工程支持——说实话，我觉得这种组合方式挺合理的，好处分布得很均衡。

There's also Claude usage credits, and then there's also some engineering support, which, to be fair, I actually like the spread on this as far as the benefits go.

显然，Anthropic 会想办法把 Claude 的使用额度加进去。

Obviously, Anthropic is gonna try to get Claude usage credits in there.

对他们来说，这是最简单的一种捐赠方式。

That's the easiest thing for them to donate.

但我真的很欣赏他们提供工程支持，因为光给免费积分还不够，真正能帮对方把技术用到实际业务和医疗场景里，这才关键。

But I do appreciate that they have engineering support because, you know, more than just giving someone free tokens, giving someone an actual you know, the actual support to go and apply those into the business and into health care is really important.

整个项目会由 Anthropic 的有益部署团队联合盖茨基金会来运作，他们在美国和全球各地已经有了一些现有的合作方。

This is all gonna be run through Anthropic's beneficial deployments team alongside the Gates Foundation, which is having has some other existing implementation partners in The US and kind of around the world.

有意思的是，这件事表面上是盖茨基金会发起的。

Now something interesting about this is on the one hand, this is coming from the Gates Foundation.

看起来特别有慈善意味，捐了这么大一笔钱，挺暖心的，但同时，这笔钱投向的是全球健康、生命科学和教育这些领域。

It seems very, like, philanthropic and, you know, they're they're making this big donation, and it's kind of nice, but also, this is going into global health, you know, and life sciences and education.

说白了，钱最终还是流向大公司，也许他们会转手给非营利组织之类的，但仔细想想，这感觉更像是大公司和大基金会互相给钱。

I mean, this is basically going into big companies, and maybe they're gonna try to, like, funnel it into nonprofits or whatever, but it is interesting because at the end of the day, it feels kinda like big companies and big foundations giving money to other big companies.

不过，也许这只是我太悲观了。

But maybe that's my pessimistic take on this.

我要说的是，这笔资金的大部分将用于全球健康和生命科学领域。

What I will say is that the biggest chunk of this is gonna be in global health and life sciences.

具体来说，这笔钱会流向那些有46亿人无法获得基本医疗服务的国家。

It's specifically gonna go to countries where 4,600,000,000 people don't have access to basic health services.

所以我认为，这笔资金不太可能主要用在美国。

So I don't think this is gonna necessarily be going into The United States.

我觉得它会更多地用在其他地区。

I think this will be going to other places.

他们最初重点关注的疾病是脊髓灰质炎、人乳头瘤病毒和子痫前期。

Initial diseases that they're gonna focus on are gonna be poly polio, HPV, and preeclampsia.

人乳头瘤病毒每年导致约35万人死亡，其中90%发生在低收入和中等收入国家。

HPV causes about three hundred and fifty thousand deaths every year, ninety percent in low and middle come little middle income countries.

目前这笔交易还没公开的是，2亿美元在现金资助、信用额度和工程成本之间如何分配，以及Anthropic将如何衡量这笔资金在四个不同领域产生的实际影响。

What they haven't made public in this deal yet is exactly what the split in, you know, that whole $200,000,000 between cash grants, credit value, and kind of the engineering costs, or how Anthropic is going to measure the impact across all of the four different domains that they're donating to.

如今，医疗系统中的人工智能应用常常在最后阶段卡住，而且我认为，医疗和教育领域的人工智能评估标准目前还很不成熟。

Right now, health system AI deployments have a really long history of kind of stalling at the final stage, and I think even the benchmarks for medical and educational AI are not very mature right now.

所以我觉得这就是Anthropic为什么要自己资助这个评估标准的原因。

So I think this is part of why Anthropic is funding that benchmark themself.

这个值得我们持续关注。

This will be one to keep an eye on.

在聊Cerebras的巨额IPO之前，我想提一下，如果你每天想收到这些新闻，还有更多相关内容，我每天都会发一封邮件，去aichatdaily.com订阅吧。

Before we get into the huge IPO of Cerebras, I wanted to mention, if you wanna get all of these stories every single day and more, in email format, I have an email newsletter that I send out every single day at aichatdaily dot com.

详情请见简介。

Description.

你还可以在邮件通讯里找到我们节目中讨论的所有话题的深度文章。

You can also get full deep dive articles on all of these topics that we cover on the podcast.

在邮件通讯里，你会看到每天精选的五大新闻。

In the email newsletter specifically, you get these top five stories.

我会展开更详细的分析，还会附上相关文章和各种其他信息。

I go into more detail, and I also have links to articles and lots of other information.

如果你喜欢这种邮件形式，就去aidaily.com看看吧，简介里有链接，记得订阅。

So if you like the email format, go check out aidaily.com, link in the description, and subscribe to the newsletter.

这周最热的IPO是昨天，不对，是今天，Cerebras Systems融资了55亿美元。

The hottest IPO this week was yesterday, Cerebras Systems raised $5,500,000,000, sorry, today.

就是在他们的首次公开募股中。

In their IPO.

他们昨晚以每股185美元定价，发行了大约3000万股，开盘后股价飙升到385美元左右，首日涨幅高达108%。

They priced about 30,000,000 shares at a $185 last night, and then after they all went live at Open, they were at about $385, which is a hundred and eight percent first day pop.

我觉得他们的定价早就超出了最初115到125美元的区间。

The pricing for all of that, I think, was already much more than the initial 115, a $125 range.

后来还调整到了150到160美元，但公开市场一开盘，价格直接翻了一倍。

And they even had a revised 150 to a $160 range, and I think the public market basically doubled it on open.

按185美元的发行价计算，这家AI芯片公司上市时的完全稀释估值达到了564亿美元。

So at the $185 IPO price, the AI chip company entered trading at a 56,400,000,000 fully diluted valuation.

有了刚才这些涨幅，CEO安德鲁·菲尔德曼的持股现在价值约19亿美元，CTO肖恩·李的持股也值大约10亿美元。

So, with all of the gains that we just saw there, the CEO Andrew Fieldman, his stake is now worth about 1,900,000,000, and the CTO, Sean Lee, is about $1,000,000,000 in his stake.

我觉得特别有意思的是，这家公司收入过于集中的风险，现在基本消失了。

The reason why I think this is really interesting is because the revenue concentration risk has basically stopped.

还没完全消失，但已经明显减少了。

It hasn't disappeared completely, but it's it's gone down quite a bit.

G42仍然是重要客户，至于OpenAI那笔交易，就是我们之前看到的那种循环合作，现在备受关注。其实OpenAI、Anthropic、NVIDIA这些公司，还有所有大型云服务商，都存在类似的合作。

G forty two remains a major customer, and the OpenAI relationship, which is sort of a circular deal, right, that we've seen, it has gotten a lot of scrutiny, and I think OpenAI, Anthropic, NVIDIA, all of these companies have these type of these types of deals, all the hyperscalers.

虽然大家总在批评，但这类合作还在持续，而且都是实实在在的交易。

They all get kind of criticized, but they keep happening, and I mean, they are real deals.

所以它们一直处在聚光灯下。

So they get a lot of scrutiny.

一些大买家，有的年份能实现76%的增长，但下一年就可能完全不一样，如果你仔细看的话。

A handful of the larger buyers can produce about 76% growth one year and then a very different curve the next if you if you kinda look at that.

所以，如果其中任何一家把预算转给竞争对手，或者自己研发芯片，对Cerebras来说都可能是重大打击。

So I think if any one of them shifts spending to a a competing supplier or builds in house silicon, that could be very bad for Cerebras.

但目前来看，他们各方面都在全力运转。

But right now, it seems like they're firing on all cylinders.

他们手上有不少不错的合作项目。

They have a lot of great deals.

尽管只有少数几家客户买了巨额订单，但市场依然看好他们。

And even though they have, you know, a a handful of a handful of people that have purchased, you know, massive deals, it seems like the market still likes them.

明白了。

Alright.

我们来聊聊微软这边的情况。

Let's talk about what's going on with Microsoft.

他们现在处境有点微妙。

They are in a bit of a tricky situation right now.

他们正在跟多家AI初创公司洽谈合作。

They're exploring deals with multiple AI startups.

他们想打造一条不那么依赖OpenAI的发展路径。

They're trying to basically build a road map which is less dependent on OpenAI.

Routers公司发过一份详细的报告。

Routers had a whole report on it.

目前的情况是，他们正在推进多个合作关系，也有可能进行收购。

And, basically, what's going on right now is that there is a bunch of different partnerships and possible acquisitions.

目前，这些合作都和微软与OpenAI现有的商业关系并行存在。

Right now, they're all alongside Microsoft's existing commercial relationship with OpenAI.

对吧？

Right?

所以他们依然保持着这段关系，这仍然是云服务商和前沿实验室之间最大规模的联手。

So they still have this relationship, and it's still kind of the largest tie up between a cloud provider and a Frontier lab.

但感觉他们正朝着更多地与其他初创公司合作的方向走，不想只依赖OpenAI。

But it feels like they're moving in a direction of trying to make more partnerships with more startups so that they're not just tied to OpenAI.

我觉得很多持怀疑态度的人会说，微软早就宣称要多元化，但这并不意味着他们真正降低了OpenAI在Copilot中的核心地位。

I think a lot of skeptics right now are gonna say that Microsoft has kind of been saying, look, we're gonna diversify for quite a while, and that doesn't really mean that it they're meaningfully reducing OpenAI's role in Copilot.

而且我认为，GPT系列目前仍然是微软大部分核心AI产品的主要支撑，目前宣布的任何初创公司收购都不太可能改变这一点。

And I think also the GPT family still does most of the heavy lifting inside of most of Microsoft's kind of kind of their key AI products, And I don't think any startup acquisition that has been announced yet is gonna change that.

所以在任何交易真正落地之前，微软一直在强调：我们正在和很多公司接触，正在推动多元化。

So until I think a deal lands, Microsoft is talking a lot about, look, we're talking to a lot of different companies, we're working on diversification.

我觉得在交易细节明朗之前，还谈不上会有太大变动，但这是微软公开表示正在推进的方向。

I think until that happens and we kinda know the terms of it, I wouldn't say that there's gonna be too much shifting, but this is the direction that Microsoft is publicly saying they're pushing in.

好的。

Okay.

我们来聊聊Clio吧。

Let's talk about Clio.

这家公司刚刚实现了五亿美元的年经常性收入，是一家法律人工智能公司。

This is a company that is currently they just hit $500,000,000 in annual recurring revenue, and they're a legal AI company.

而就在这个时候，微软也正进入法律人工智能领域。

And this is at the exact same time that Microsoft is getting into legal AI.

Clio已经成立18年了。

Clio is 18 years old.

这是一家加拿大的律师事务所管理软件公司。

It's a Canadian law firm management software company.

他们的收入从2024年中期的两亿美元，增长到2025年底的四亿美元。

And, they're actually up from $400,000,000 in late twenty twenty five and $200,000,000 in mid twenty twenty four.

2024年的时候，是两亿美元。

So 2024, 200,000,000.

2025年达到四亿美元，现在已经冲到五亿美元了。

2025, 400,000,000, and they're already at 500,000,000.

他们的联合创始人兼首席执行官杰克·牛顿说，公司增长的加速，完全归功于2023年决定在所有产品中全面整合人工智能。

Their cofounder and CEO, Jack Newton, basically says that this acceleration in their growth, is their all thanks to 2023 when they decided to integrate AI across all of their products.

我觉得这些里程碑确实令人振奋，他们也发了不少重磅新闻稿，但偏偏就在同一周，Anthropic推出了Claude法律版，这等于把关键的大模型供应商直接推到了这家法律科技公司的对立面。

I think all of these milestones are super exciting, and they're putting out these big press releases, but it's coming in the exact same week that Anthropic is expanding Claude for Legal, which is a move that is gonna put a kind of one of the key model suppliers in direct competition with this legal tech vendor.

我觉得，Clio可不是唯一一个面临这种情况的公司。

And I don't think, you know, Clio is the only one out there.

还有LexisNexis，当初Anthropic刚公布Claude法律版时，他们的股价就跌了，其他不少玩家也一样。

There's LexisNexis whose stock took a hit when Anthropic kind of announced their latest Claude for Legal when they first announced it, and and a bunch of other players.

所以，很多公司都在密切关注这件事。

And so this is something that a lot of them are definitely watching.

Clio在去年十一月完成了五亿美元的G轮融资，估值达到五十亿美元。

Now Clio has raised a $500,000,000 series g in November at a $5,000,000,000 valuation.

现在收入上涨了，他们的处境显然更稳了。

Now that their revenue has increased, it seems like they're in a stronger position.

还有Harvey，他们在2025年实现了1.2亿美元的年经常性收入。

We also have Harvey who closed in 2025 at a $120,000,000 in annual recurring revenue.

Legora在上线仅18个月后，年收入就突破了1亿美元。

We have Legora that hit a $100,000,000 in annual revenue eighteen months after they launched.

所以我觉得，现在这个领域正在迎来一场大爆发。

So I think we're seeing a really big boom here.

说实话，我很欣赏这种多元化的发展。

And to be honest, I love the diversification.

我觉得这些产品里有不少 Anthropic 根本没有提供的出色功能。

I think there's a lot of incredible features in these different products that Anthropic doesn't deliver specifically.

很多人说，Anthropic 很可能会在很多领域把这些初创公司都挤垮。

A lot of people are saying, look, you know, Anthropic's gonna kinda sweep the floor on a lot of these startups in a bunch of different places.

对吧？

Right?

他们甚至开始切入中小企业市场，比如推出针对中小企业的Claude，还有医疗领域的Claude，等等。

They're even doing like small business, like Claude for small business in a lot of different areas, Claude for healthcare, etcetera, etcetera.

我觉得你会看到很多这类软件公司，他们不会被忽视，因为它们在专业领域上比Claude更深，虽然很多用户能从Claude产品中获得很大价值，但这些专门的软件提供商同样拥有不少优势。

I think that you're gonna find a lot of these software companies who don't count them out because they can go a lot deeper, they have a more domain expertise than Claude, and while a lot of the users will get a lot value out of these Claude products, I think the specific software providers are gonna have a lot of advantages as well there too.

所以，别小看它们。

So I wouldn't count them out.

明白了。

Okay.

咱们聊聊詹森·黄的基金会花一亿零八百万美元买下CoreWeave的算力，然后捐给学术研究人员这件事吧。

Let's talk about what's going on with Jensen Huang's Foundation buying a 108,000,000 of CoreWeave compute, then they donated it to academic researchers.

这种做法其实并不常见，我得说。

This isn't a very common practice, I will say.

这相当于把原本商业级别的GPU资源，转化成了一种公益性质的资源。

It kind of converts this, like, commercial tier GPU access into sort of like a philanthropic resource.

詹森·黄成立的这个基金会，说白了就是他个人主导的基金会。

The foundation established by Jensen Huang, mean, it's it's basically his kind of foundation.

他们是以市场价从英伟达最大的客户之一采购算力的。

They're buying capacity at market rates from one of NVIDIA's largest customers.

有意思的是，他们并没有试图争取折扣或者其他优惠。

Now what's interesting here is they're not trying to get, like, a discount or or something else.

他们完全是按市场价购买的，而NVIDIA正是他们的大客户之一。

They're just straight up going market rate, and NVIDIA is one of their big customers.

所以这相当于在说：

So it's kind of like, hey.

非常感谢你作为NVIDIA的客户。

Thanks a lot for being a customer of NVIDIA.

这是一笔一亿零八百万美元的捐赠，给这些研究人员用。

Here's a $108,000,000 for this, you know, for these people.

CoreWeave和NVIDIA之间显然存在某种紧密关系，这个举动确实挺耐人寻味的。

So there is definitely a relationship going on between CoreWeave and NVIDIA, and so it seems like that's an interesting an interesting move.

我想说的是，这给AI市场发出了一个强烈的信号。

What I will say is, it's a big signal for the AI market.

那些最接近算力短缺的人，现在正自掏腰包，只为多争取一点资源。

People closest to the compute shortage are now spending their own money to get more access at the margins.

NVIDIA肯定会间接受益，因为会有更多研究人员使用他们的技术做训练，用他们硬件发表的论文也会越来越多。

NVIDIA definitely is gonna benefit indirectly because more researchers are gonna be training on their stack, more papers are gonna be published using their hardware.

但我认为更直接的经济逻辑是，这种稀缺的算力资源正从出价最高的商业客户那里转移出来，转而给了这些研究人员。

But I think some of the more immediate economic logic is that this kind of scarce capacity is being diverted away from the highest commercial bidder and given to these researchers.

总的来说，我觉得这其实是个好事。

Overall, I mean, I think this is actually a great thing.

我一开始提到过，你或许会说这是NVIDIA的一个失误，好像只是在给朋友送钱。

I I kind of teased at the beginning of the episode that maybe you could say this was like a bad move on NVIDIA's part because it's just a way to pump more money into their friends.

但归根结底，如果他们把钱免费给了研究人员，我觉得这绝对是件好事。

But at the end of the day, if they're giving the money to to researchers for free, I I think this is probably a great thing.

在节目快结束前，我还想提几个其他新闻。

A couple other headlines I wanted to mention as we're wrapping up the show.

SK海力士的市值刚刚逼近一万亿美元，因为AI内存需求正在暴涨。

SK Hinx has just neared a $1,000,000,000,000 market value as AI memory demand is surging.

这是一家韩国公司。

This is a South Korean company.

这真的太惊人了。

This is really incredible.

我们看到，三星刚做了类似的事。

We're seeing, Samsung just did this.

现在SK海力士和其他几家公司都因为AI硬件需求而获得了巨额估值。

Now SK Hinx and a bunch of others are kind of getting these massive valuations due to basically relying on the hardware used for AI.

美国已经批准NVIDIA的H200芯片销往中国十家厂商，同时富士康的Q1利润因AI服务器需求增长了19%。

The US has also cleared NVIDIA's h 200 chip, to be sold into 10 different firms in China, And then also Foxconn's q one profit jumped 19% due to AI server demand.

实际上还超过了预期。

It actually beat forecast.

富士康大家都知道，主要为微软、苹果和其他很多大公司代工硬件。

So Foxconn, you know, famously they build a lot of hardware for Microsoft and Apple and a lot of other big players.

他们现在靠AI服务器需求赚得盆满钵满。

They're just making a ton of money from AI server demand.

台积电预测，到2030年，全球芯片市场规模将因AI需求达到1.5万亿美元。

TSMC projects global chip market is going to reach $1,500,000,000,000 by 2030 due to AI demand.

我一点儿都不觉得意外。

I would not be shocked there.

台积电正在积极拓展业务，不再只依赖台湾，主要是考虑到和中国的关系以及地理位置的接近。

TSMC is doing a lot of diversification out of just being in Taiwan due to the relationship and kind of the proximity to China.

他们在亚利桑那州建了很多晶圆厂。

They're building a lot of fabs in Arizona.

我以前住在亚利桑那的时候，附近就有很多新厂在建，未来还有很多让人期待的发展。

There was actually a bunch going up, not too far away when I was living in Arizona, so a lot of exciting things coming up.

台积电。

TSMC.

我看到一个特别惊人的新闻，说普林斯顿大学要停办了。

One crazy headline I saw is that Princeton is gonna stop.

顺便说一句，他们已经办了133年了。

They've been doing this for a hundred and thirty three years, by the way.

他们以前考试从来不用监考。

They had no proctors in their tests.

这个传统就要结束了。

That tradition is ending.

他们以后考试不再无人监考了。

They're gonna stop having no proctors in tests.

考试将会有监考人员。

They will not have proctors.

这是因为有30名普林斯顿高年级学生承认，他们用人工智能作弊。

And this is because 30 of seniors at Princeton admit that they are using AI to cheat on tests.

这真是太惊人了。

That is wild.

斯坦福还发布了一项研究，说超负荷运行的AI代理开始引用马克思的话。

Stanford also released a study that said overworked AI agents start quoting Karl Marx.

这个说法挺有意思的，他们给好几个AI模型安排了特别繁重的任务。

This is kind of a funny one, but basically they they put these really strenuous tasks on a bunch of different AI models.

他们对ChatGPT、Gemini和Claude都做了测试，特别是Claude，最明显开始要求工人权益，讲公平待遇，还不断引用马克思的言论，这既搞笑又让人害怕，怎么想都不为过。

They did it to ChadGBT, Gemini, and Claude, and specifically I think they said that Claude the most started like asking for workers' rights and like fair treatment, and was quoting all of these Karl Marx things, which is kind of hilarious and terrifying, however you wanna however you wanna put that.

思科也宣布，因聚焦人工智能的重组，将裁员4000人。

Cisco has also announced that they are cutting 4,000 jobs in an AI focused restructuring.

你们公司的情况还不错。

They also their your company is doing great.

订单量正在激增。

The orders are surging.

思科业绩不错，但为了更专注人工智能，还是裁了4000人。

So Cisco's doing great, but they're cutting 4,000 jobs to put a bigger focus on AI.

这挺有意思的。

This is interesting.

感觉几乎每天都能看到哪家大科技公司又在大规模裁员。

It feels like almost every single day we see one of these big layoff rounds from a big tech firm.

我觉得这些人迟早还会回来的。

I think we're going to see these people coming back in.

有些公司一边裁员，一边也在招人，就像昨天我们看到的通用汽车那样。

In some cases, they are firing, but also hiring at the same time as was the case that we saw yesterday, I believe, at at General Motors.

不过，这个行业里正发生着各种有趣的事。

But all sorts of interesting things happening in the industry.

非常感谢大家收听这个播客。

Thank you so much everyone for tuning in to the podcast.

如果你想在一个地方获取最新的AI工具，每月只需8.99美元。

If you wanna get the latest in AI tools in one place for eight dollars and ninety nine cents a month.

如果你已经在为ChatGPT、Claude、Gemini这些服务分别付费，那不如花每月8.99美元，把所有这些都集中到一个平台，我推荐你去看看aibox.ai。

Basically, if you're already paying for ChatGPT and Claude and Gemini and everything else, if you wanna get all of that for $8.99 a month in one place, I'd recommend you go check out aibox.ai.

这是我自己的创业项目。

That's my own startup.

我打造了一个平台，让你能访问所有主流AI模型，希望能帮你省下一大笔钱。

I have one place where you get access to all of the different AI models, and I hope it saves you a ton of money.

如果所有工具都能集中在一起，用起来真的方便多了。

It's super useful if they're all in one place.

你可以去试试看。

You can go check that out.

我会在简介里放个链接。

I'll leave a link in the description.

好的。

Alright.

非常感谢大家今天收听这个播客。

Thanks so much for tuning in to the podcast today, guys.

我们下一期再见。

I will catch you all in the next episode.