OpenAI 收购 TBPN：（是的，就是那个科技新闻播客）

OpenAI 刚刚收购了热门科技节目 TBPN，即科技商业编程网络。

OpenAI has just acquired the popular tech show TBPN, the Technology Business Programming Network.

这是 OpenAI 首次大规模涉足媒体公司所有权，但这并不是一家传统的媒体公司。

This is OpenAI's first big move into owning a media company, but this isn't a classic media company.

对吧？

Right?

他们不是在购买《纽约时报》，或者《华尔街日报》之类的东西。

They're not buying the New York Times or, you know, the Wall Street Journal or something.

他们收购的是这类新兴的科技节目之一——为了充分披露，这个节目始于 2025 年。

They're buying kinda one of these up and coming tech shows that for, you know, full disclosure, this thing started in 2025.

所以这个节目还不存在多久。

So this has not been around.

它才存在了十八个月，现在就被收购了。

It's only been around for eighteen months, and they have now been acquired.

今天在播客中，我想分析一下我们推测的收购价格、人们在 X 平台上对它的讨论，以及 OpenAI 首次收购这类媒体公司背后的种种细节——为什么他们要在上市前这么做，以及未来我们会看到怎样的走向。

Today on the podcast, I wanna break down how much we are speculating they've been acquired for, what people have been saying about it over on X, and all of the juicy details basically in an acquisition of a kinda first media company acquisition by OpenAI, why they might be doing this pre IPO, and where we see this going in the future.

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好的。

Alright.

让我们进入本期内容。

Let's get into the episode.

这里有趣的是，OpenAI 刚刚收购了 TBPN，而他们在收购时，很多人感到担忧。

So what's interesting here is OpenAI has just acquired TBPN, and the basically, when they bought this, a lot of people were worried.

他们说：天哪。

They're like, oh, no.

OpenAI 竟然收购了这家媒体公司。

Like, OpenAI is just buying this media company.

他们会控制对方该怎么做。

They're gonna tell them what to do.

这会改变发展方向。

It's gonna change the direction.

据说，这个节目将直接向OpenAI的首席政治事务负责人克里斯·莱格特汇报。

Apparently, the show is gonna report directly to OpenAI's chief political operator, which is Chris Leggett.

我认为这并不是一个内容方面的布局。

And I think this is not really a content play.

这更像是一个传播渠道的扩展。

It's kind of a communications expansion.

主持人是两位前科技创业者，约翰·库根和乔迪·海斯，他们最初因每天进行长达三小时的直播而建立起声誉。

The hosts, which were some former tech founders, John Coogan and Jordy Hayes, it basically built its reputation on would they would do these, like, daily three hour they would do.

他们至今仍保持着每天三小时的直播形式。

They still do these daily three hour live format kind of streams.

他们在X和YouTube上直播，深入探讨科技、商业、人工智能，同时也涉及国防话题。

They stream on X and YouTube, and they basically do deep dives into tech, business, AI, and they also do defense.

而且他们经常实时回应正在发生的事情。

And oftentimes, they're kind of reacting in real time to things that are happening.

没错，他们在进行直播时，一旦X上出现新动态，就会马上讨论起来。

So, right, they're doing the livestream, something happens on X, and they're kind of talking about it.

他们还融入了一些业内人士的视角，我认为这些在传统媒体中通常很难听到，因为他们本身就是创始人，真正在这个领域工作过。

They also layer some of their insider perspectives that I think you don't typically get from a lot of traditional media because they were founders, and they've actually been working in this space.

在过去一年里，他们在硅谷逐渐形成了一种近乎狂热的追随群体。

And over the past year, they basically evolved into there's this kind of this cult following in Silicon Valley.

这个群体包括许多不同的创始人、运营者和高管。

It's a lot of different founders and operators and executives.

他们会来到节目现场，然后就像，我不知道怎么说。

They will come there, and they'll basically, like I don't know.

他们说话非常坦率。

They they speak pretty candidly.

他们会互相挑战，有时甚至直接把那些心照不宣的真相说出来。

They challenge each other, and sometimes they they're, you know, they're they're saying, like, the quiet part out loud, basically, on the show.

我想这就是很多人喜欢这个节目的原因。

Think that's what a lot of people like about it.

现在我觉得它已经赢得了类似‘体育中心’的评价，只不过这是专属于科技领域的。

Now I think it has earned comparisons to kind of, like, SportsCenter, but it's for tech.

你会看到像马克·扎克伯格、萨提亚·纳德拉、马克·贝尼奥夫、萨姆·阿尔特曼这样的人。

And you see people like Mark Zuckerberg, Satya Nadella, Mark Benioff, Sam Altman.

他们所有人都之前上过这个节目，而且他们正在剖析一些热门新闻。

All of them have come on the show before, and they're they're kind of breaking down some of the headlines.

对吧？

Right?

OpenAI 发生了什么疯狂的事情。

Some crazy thing happens with OpenAI.

你就会请萨姆·阿尔特曼来上节目。

You have Sam Altman on there.

我觉得这很有趣，因为你得到的是科技创始人之间的互问互答，倒不是真的在质询。

And I think it's interesting because you get their perspective as their tech founders grilling, not really grilling.

对吧？

Right?

这其实并不激烈对抗，而这正是人们喜欢它的另一个原因，但他们确实在追问对方正在发生什么。

It's not really very combative, think, which is another thing that people actually like about it, but they're asking them about what's going on.

尽管有这项收购，但有些人会说，哦，不。

Despite the acquisition though, because some people are like, oh, no.

OpenAI 正在收购他们。

OpenAI is buying them.

他们会告诉他们该说什么。

They're gonna tell them what to say.

据称，TBPN 将继续以自己的品牌运营，至少在公众层面是这样，而 OpenAI 将介入帮助其扩大分发规模。

Apparently, TBPN is gonna continue to operate under its own brand, so at least publicly, and then it's gonna have OpenAI stepping in to help them scale the distribution.

所以，你知道，它仍然是一个独立的公司，但 OpenAI 很可能会为它投放广告，帮助它成长，并在推广和制作方面提供诸多支持。

So, you know, it's still its own company, but OpenAI probably is gonna throw ads at it to help it grow and do a bunch of other things for kind of its reach and production.

而且，我的意思是，也不是说它真的需要这些，有些人会觉得。

And, I mean, not that it you know, some people are like, well, it doesn't really need it.

它本身已经在自然增长。

It's kind of organically growing.

是的。

And yes.

但比如说，如果你在谷歌上搜索‘AI聊天播客’，我的播客上方就会直接出现NVIDIA的AI播客广告。

But, like, for example, if you go search for the AI chat podcast, my podcast on Google, right above it, you're gonna see an ad for NVIDIA's, like, AI podcast.

所以你可以做很多事情来扩大影响力。

So you can there's a lot you can do to grow.

NVIDIA显然通过在我们的节目上方投放广告来推广自己的播客。

NVIDIA obviously is growing their podcast by putting ads on top of my show.

而且，我想我们都知道，我肯定也从那些想找他们AI节目却找到我节目的听众那里获得了收听量。

And, I mean, we all you know, I'm sure that I get I get listens from people looking for their AI show, finding my show.

所以，这无疑是一个生态系统，但还有很多方式可以推动它增长。

So, you know, it's it's all an ecosystem for sure, but there's a lot of ways you can grow it.

我只能想象，有了OpenAI的资金支持，他们能多快、多大规模地把这个品牌打造成一家完整的媒体公司。

And I can only imagine with OpenAI's funding how fast and big they could grow that brand to be basically like a full scale media company.

据《华尔街日报》报道，他们今年的收入有望超过3000万美元。

According to the Wall Street Journal, they were already on pace to generate more than $30,000,000 in revenue this year.

据称，他们去年仅从平台广告收入就获得了500万美元。

Apparently, did $5,000,000 last year from, you know, advertisers, ad revenue on the platform.

他们有很多赞助商。

They have a bunch of sponsorships.

他们也有一些分发渠道。

They have some distribution.

我认为现在OpenAI正在开展多种内容项目。

And I think right now, OpenAI is you know, they have a lot of different content efforts.

他们正在推出自己的播客，主要聚焦于长对话形式。

They're trying their own podcast, which is kind of focused on long form conversations.

他们邀请了许多内部开发者来参与节目访谈。

They're bringing a bunch of builders inside their company to come talk on that.

所以我认为，OpenAI正在启动自己的播客，并在想，也许这是个不错的下一步举措。

So I think, you know, OpenAI is getting their own podcast started, and they're thinking, look, maybe this is a good a good next move.

不过我觉得这有点不同，因为TBPN非常喧闹、节奏很快，深度融入了日常科技生活。

I think it is a little bit different though because, you know, TBPN, this is it's very loud, it's very fast, it's very embedded into the day to day tech.

对吧？

Right?

我的意思是，每天都有三小时的直播。

I mean, like, three hour livestream every single day.

有很多人观看这个直播。

A lot of people watch this.

目前，OpenAI 计划不仅仅局限于运营这个节目。

OpenAI right now is planning to kinda go beyond just owning the show.

他们还要利用创始人们出色的沟通和营销直觉。

They're also gonna tap the founders' what they said, their amazing comms and marketing instincts.

所以，我认为，他们不仅仅想打造一个做 AI 新闻的 YouTube 频道，还想吸纳这些创始人，获取他们的沟通能力和传播直觉。

So, I think beyond just like, hey, we wanna get like this kind of YouTube channel that does AI news, they wanna grab those founders, and they wanna get their communications and their communications instincts.

据负责此事的菲吉·西莫称，她强调他们将‘以一种帮助人们理解这项技术对日常生活全面影响的方式，将 AI 带给世界’。

According to Fiji Simo, who is leading this, she kinda emphasized that they're gonna bring, quote, AI to the world in a way that helps people understand the full impact of this technology on their daily lives.

我认为她基本上是把这档节目定位为连接复杂 AI 系统与普通大众理解当前技术动态的桥梁。

I think she's basically positioning the show as kind of like a bridge between some of the complex AI systems and then kind of helping your average person understand what's going on.

因为这正是公司一直以来在做的事，而我认为 OpenAI 明白，这是他们的信息传播真正能够蓬勃发展的关键领域。

Because that's kind of what the company's been doing, and I think OpenAI knows that that is a sweet spot where their messaging needs to really thrive.

所以西莫深入探讨了这一点，她指出，TBPN 的风格非常适合像 OpenAI 这样的公司，因为标准的传播手册根本不适用。

So Simo, like, kind of was diving into that, and she basically pointed out that TBPN style is really uniquely suited for company like OpenAI where, quote, the standard communications playbook just doesn't apply.

所以我认为，如果你仔细体会一下，他们实际上是在说，传统的公关对 OpenAI 来说已经不够了。

So I think, like, if you kind of read between the lines there, basically, they're saying traditional PR isn't enough for OpenAI.

这是一种真正具有重大影响的技术，正在塑造当前的发展趋势。

It's, you know, one of these really consequential technologies shaping what's happening.

所以他们说，看吧。

And so they said, look.

这正是我们需要的，能帮助我们把信息传达出去。

Like, this is kinda what we need to to help us get our message out there.

但他们真正想说的是，因为很多人对这家公司的编辑独立性感到担忧。

But what they're trying to say because I guess a lot of people were kinda worried about the editorial independence of the company.

他们表示，他们的团队仍将自行运营节目、选择嘉宾并做出独立的编辑决策。

They said that their team is still going to have going to run their program, choose their guests, and make their own editorial decisions.

所以即使 OpenAI 拥有这个项目，他们仍然可以自由表达任何观点。

So even if OpenAI owns them, they're allowed to say whatever they want.

我其实读了一些创始人的推文，他们说：有时候我们对OpenAI提出过批评，我们希望未来继续对OpenAI和其他人保持批评态度。

And I was actually reading some tweets by the founders, and they were like, Look, sometimes we've been critical of OpenAI, and we, you know, hope to still be critical of them and other people in the future.

但我觉得，他们真正想做的，或者说他们表示感兴趣的是，帮助塑造公司内部正在做出的一些决策。

But, really, I think what they're trying to do or what they said they're interested in is helping to shape some of the decisions that are being made inside of the company.

我认为他们知道自己能获得更多的发言权。

I think they know they get a bit more of a seat at the table.

如果他们掌握了话语权，身处OpenAI内部，能从人们那里获得反馈，我觉得他们希望借此在人工智能行业产生更大的影响。

If they have the microphone, they're working inside of OpenAI, they're getting feedback from people, I think this is something they're hoping that they can make a bigger impact in the AI industry.

我认为一旦这一切敲定，TBPN将会隶属于OpenAI的战略团队。

I think once all this is finalized, TBPN is gonna sit under OpenAI's strategy team.

他们将向莱昂汇报，他是一位资深的政治战略家。

They're gonna report to Leon, who's a long time political strategist.

他在克林顿白宫任职期间以提出‘庞大的右翼阴谋’这一说法而闻名，常被描述为‘政治暗黑技艺’的实践者。

He's kind of known for coining the phrase vast right wing conspiracy during his time in the Clinton White House, and he's often described as a practitioner of the, quote, political dark arts.

这是来自TechCrunch的一句引述，还挺有趣的。

That's from that's from a quote from TechCrunch, which is pretty funny.

但莱曼还在塑造华盛顿内部许多不同政治叙事方面发挥了重要作用。

But Lehman also played a big role in shaping a lot of the different political narratives inside of Washington.

他在加密行业超级政治行动委员会‘公平摇摆’中起到了关键作用，该组织在2024年选举周期中大量投入资金，以对抗众多反加密候选人。

He was really instrumental behind a lot of the crypto industry, Super PAC, Fair Shake, which spent really, really heavily in the twenty twenty four election cycle to counter a lot of the anti crypto candidates.

自从加入OpenAI以来，据报他也一直在政策圈子里非常活跃。

Since he joined OpenAI, he's also been reportedly very active in policy circles.

他正在为唐纳德·特朗普就一些人工智能相关议题提供建议，包括限制各州层面的人工智能监管，以及放宽数据中心扩张的环境限制。

He's advising Donald Trump on some AI related issues from kind of limiting state level AI regulation to easing environmental constraints around data center expansion.

所以我认为，就OpenAI或萨姆·阿尔特曼而言，他们似乎并不太在意公众观感。

So I think for, you know, all is concerned as far as OpenAI or Sam Altman goes, he doesn't seem very concerned about the optics.

我想他发过一条社交媒体动态，称TBPN是他最喜欢的科技节目，并明确表示他希望节目基调保持不变。

I think he he did a social post, and he called TBPN his favorite tech show, and he made it clear that he expects the tone to remain unchanged.

所以他说道：‘我不指望他们会对我们手下留情。’

So he said, quote, I don't expect them to go any easier on us.

我相信我会尽自己的一份力。

I'm sure I'll do my part to help.

通过一些偶尔的愚蠢决定来实现这一点。

Enable that with occasional stupid decisions.

真有趣，萨姆。

Very funny, Sam.

我认为他们的创始人现在正视此为一个机会，能够超越单纯的评论，真正产生影响力。

I think that their founders right now are kind of seeing this as a bit of a chance to stay you know, step kind of beyond commentary into some real influence.

他们说，这是他们的原话。

They said this is a quote from them.

他们说，我们在深入了解萨姆和OpenAI团队之后，有时曾对这个行业提出过批评。

They said, well, we've been critical of the industry at times after getting to know Sam and the OpenAI team.

最让我们印象深刻的是他们对反馈的开放态度以及致力于把事情做对的决心，从评论转向真正影响这项技术在全球的分配与认知，对我们来说至关重要。

What stood out to what stood out most was their openness to feedback and commitment to getting this right, Moving from commentary to real impact in how this technology is distributed and understood globally is incredibly important to us.

我认为这种表述恰恰触及了这笔交易的核心。

I think that framing kind of gets to the core of the deal.

对吧？

Right?

这不仅仅是OpenAI在主导这场秀。

It isn't just OpenAI buying the show.

我觉得OpenAI是在购买分发渠道，可能还有一些叙事控制权，以及直接进入塑造科技行业的日常对话的通道。

I think OpenAI is buying the distribution, and and maybe some of the narrative control, and and kind of a direct line into the daily conversations that are shaping tech.

他们知道这是一档很多科技圈人士都会观看的每日节目，因此觉得这是让他们融入其中的好方式，同时也能从中获取反馈和信息。

They know this is a daily show that a lot of people in tech watch, and so they feel like this is a good way for them to kinda get embedded in that, and also to get feedback and information out of it.

所以我觉得这里存在很多协同效应。

So I think there's a lot of a lot of synergy there.

看到一家公司正在被收购，这真是令人着迷。

It's fascinating to see this is, you know, a company that's getting acquired.

萨姆·阿尔特曼已经多次登上这档节目，显然他和这些主持人建立了良好的关系。

And Sam Altman has been on the show multiple times, so evidently, he's made good relationships with these with these folks.

这真的非常、非常引人入胜。

So this is really, really fascinating.

好了，各位。

Alright, guys.

非常感谢您收听这个播客。

Thank you so much for tuning to the podcast.

如果您喜欢这一集和这个分析，请在您收听播客的平台留下评分和评论。

If you enjoyed this episode and this breakdown, make sure to leave a rating and review wherever you get your podcast.

我很想听听您对这笔交易的看法。

I'd love to hear what your thoughts are on this deal.

如果我们收到足够多的评论，也许OpenAI接下来就会收购这个播客。

If we get enough reviews, perhaps OpenAI will be acquiring this podcast next.

我会持续向大家更新所有相关信息。

I'll keep you guys up to date on all of that.

希望你们接下来的一天都过得非常愉快。

Hope you all have a fantastic rest of your day.

和往常一样，如果您想以每月8.99美元的价格在一个平台上访问80多个顶级模型，请务必访问aibox.ai。

And as always, make sure to go check out aibox.ai if you wanna get access to over 80 of the top models in one place for $8.99 a month.

链接在简介中。

Link is in the description.

我们下一期再见。

I'll see you guys in the next episode.