OpenAI 和 SpaceX 正在争夺率先上市

我们知道OpenAI计划在九月左右上市，但根据高盛和摩根士丹利的一些报告，他们可能下周就提交上市申请。

We know that OpenAI is targeting a roughly September IPO, but according to some reports from Goldman Sachs and Morgan Stanley, they could be filing as soon as next week for this IPO.

另外，谷歌的AI模式刚刚突破了十亿月活跃用户。

In addition, Google AI mode has just hit 1,000,000,000 monthly users.

他们的使用量每个季度翻一番，这简直不可思议。

Their usage has doubled every quarter, which is insane.

Stability AI刚刚发布了Stable Audio 3.0版本。

And Stability AI has just released Stable Audio three point o.

新功能支持生成长达六分钟的歌曲，非常令人印象深刻。

It has six minute long song generation as a new capability, which is really impressive.

我很喜欢音乐领域现在这么多竞争者。

I love all of the competition in the music space.

有个人已经在Spotify上发布音乐将近十年了。

It's someone that has been putting music on Spotify for almost ten years.

Iris Go刚刚完成了280万美元的种子轮融资，用于开发一款主动式AI桌面自动化助手。

Iris Go has just raised $2,800,000 in a seed round to build a proactive AI desktop automation agent.

听起来挺啰嗦的，但其实这工具特别实用，毕竟现在像Claude Cowork这类能操作电脑的AI工具越来越多了。

That sounds like a lot of words, but it's actually a very useful tool as we're getting more and more of these kind of like Claude Cowork and other computer use things.

我想具体说说Iris Go到底在做什么。

I wanna break down exactly what Iris Go is doing.

另外，还有不少谷歌的新闻，说起来他们昨天刚开完Google I/O，所以一下子冒出一大堆谷歌动态。

In addition, more Google News, and to be fair, they just did Google IO yesterday, so we have a ton of Google News that came out.

他们现在把AI生成的产品描述直接嵌入到搜索广告里了。

But they are embedding AI generated product descriptions inside of search ads.

他们还做了很多其他事，我们最后也会做个谷歌新闻汇总。

They're doing a ton of other stuff, so we'll have kind of a Google News roundup as well at the end.

咱们先聊聊就业市场的情况。

I want to kick this episode off with a bit of the job markets.

有消息说Intuit要全球裁员17%。

We have some reports that Intuit is cutting their global workforce by 17%.

这很大程度上是他们所谓的AI重组带来的结果。

A lot of this is due to what they are calling AI restructuring.

他们全球员工的17%大约是三千人，这导致了内华达州雷诺和加利福尼亚州伍德兰希尔斯多个办公室的关闭。

17% of their global workforce is about 3,000 people, and that's a bunch of office closer closures in Reno, Nevada and Woodland Hills, California.

他们的首席执行官苏珊·古达齐告诉全体员工，这次战略调整和结构精简，将帮助速税母公司推出更好的产品。

Their CEO, who is Susan Gudarzi, told all of the staff that the strategic reset and streamline structure is gonna help the TurboTax parent deliver better products.

很多人指出这一点，而我过去两周的播客里也一直在说——我几乎每天都在报道公司裁员的消息。大家注意到的是，Intuit刚刚公布的第三季度财报其实远超预期。

What a lot of people are pointing out, and I have been saying for my last two weeks of podcast episodes because I seem to cover, you know, job closures every single day almost or layoffs, what people are kind of pointing out here is that Intuit actually just had a stronger than expected third quarter earnings.

他们的年同比增长达到了10%，也因此上调了本财年的业绩预期。

They had 10% year over year growth, which lifted their forecast for the fiscal year.

从财务上看，这家公司实际上表现非常出色。

So financially, the company's actually doing really well.

他们这么做的原因，据说是想简化运营流程，集中精力推进人工智能的整合。

The reason why they're doing all this apparently is to focus on simplifying their operations and focus on AI integration.

不过说实话，我自己确实用过不少这类工具。

Now, to be fair, I've actually used a bunch of tools.

我甚至直接在Claude Cowork上运行了一些工具。

I actually run tools directly onto my like, Claude Cowork.

我会让它帮我处理QuickBooks账户里的事情。

I will tell it to do things inside of my QuickBooks account.

就连在TurboTax里，我也让Claude Cowork帮我做了大量工作。

And even inside of TurboTax, I had Claude Cowork do a ton of work helping me with TurboTax.

我最近跟会计师聊过，跟他说别费劲给我几个生意分类开支了，我直接让Claude Cowork来搞。

I actually spoke with my accountant recently and told him not to bother doing all of the classification of all of our expenses for a few of my businesses because I'll just run Claude Cowork on that.

它特别擅长判断各种开支该归到哪个类别。

It does a great job of going and deciding what category different expenses go into.

如果它不清楚一家公司是做什么的，它会去查资料，然后就能弄明白。

If it doesn't know what a company does, it can go and research the company, and then it will be able to figure it out.

它处理得特别快，我也不用花钱请人手工做这些事。

It does it really quickly, and I, you know, don't have to pay a person to manually do that.

我之所以提这个，是因为我觉得像Intuit这样的公司，现在正经历很多变化。

Now the reason I bring that up is because I do think that there's so much happening with a company like Intuit where there are shifts going on.

对吧？

Right?

现在我们能用AI做很多以前必须手动完成的事情。

Like, we're able to do a lot of stuff with AI that used to have to be manual.

我觉得很多公司现在正经历一个调整期，他们在裁员、重新 prioritizing，可能也在让公司变得更精简。

Think I a lot of companies are going through a moment right now where they are doing layoffs, they are reprioritizing, they are perhaps making their companies more streamlined.

我预测两三年后，我们会看到这些公司规模比现在大得多。

I would predict in two or three years, we're gonna see moments where most of these companies are much larger than they are today.

并不是说员工数量一直在减少或者被裁掉。

It's not like the workforce keeps getting, you know, laid off or cut down.

我觉得员工总数还是会增长，但我们现在正处于一个特殊阶段，大家必须做出调整，才能推进这些投入。

I think we're going to see a lot of growth even in headcount, but I do think we're just at this weird moment where people have to make shifts to make a lot of these investments.

最近另一个热门话题是，扎克伯格公开发布了一封备忘录，跟Meta的员工谈到了他们正在做的那些重要的AI举措，因为他们也在大规模裁员。

Another big one that's in the news right now is that Mark Zuckerberg has actually come out, and he kinda put out a memo and talked to talked to employees over at Meta about what he said are consequential AI moves that they're making right now because they're also doing a bunch of layoffs.

Meta这次裁掉了八千人。

Meta is laying off 8,000 people.

占他们员工总数的百分之十左右。

It's about 10% of their workforce.

我之前在播客里讲过这事，不过这份新备忘录刚出来。

I've already covered this on the podcast, but this new memo came out.

我觉得亚洲和欧洲的大部分员工早就收到了消息，但这次还是会裁掉大约八千人。

I think most of the staff in, like, Asia and Europe got this a little bit earlier, but there's gonna be about 8,000 employees that are cut or laid off.

我挺欣赏Meta这一点的：还有七千名员工会被调去从事AI相关的工作。

What I do appreciate from Meta is that there's an additional 7,000 employees that are gonna be reallocated to AI related roles.

这正是我希望看到的，那些说自己在转型的初创公司。

This is what I would love to see from most startups that are saying, hey.

你看。

Look.

你们裁员，是为了把资源投向AI，或者专注AI，对吧？

We're doing layoffs to, like, invest in AI or focus on AI.

连通用汽车都这样，裁了八百或六百名IT员工，可同时又在招懂AI的IT人才，你说巧不巧？

We've even seen companies like General Motors that is, you know, laying off 800 people in IT or 600 people in IT, but simultaneously they have open job roles for IT people that are AI native or something like that, right?

他们一边招懂AI的人，一边裁人，说到底，我特别欣赏Meta的做法，直接把七千名员工转岗到AI相关岗位上。

It's like they're hiring people that are AI skilled, where at the end of the day, I love what Meta is doing here, and they're just reallocating workers, like 7,000 workers to AI related roles.

其实并不是说只有专门做AI的人才叫懂AI，我觉得任何人都能学会在自己的工作中运用AI，让自己的工作做得更好。

Like there's no such thing as a person that, I mean, there is such thing as a person that their job's all about AI, but I think anyone can learn how to use AI in their role and can learn how to use AI to accentuate their role.

所以我特别喜欢这种方向，就是顺势调整。

So I like this direction a lot more where we're just moving.

如果你真的在重新规划重点，觉得AI相关岗位更重要，那就把一部分员工转过去吧，因为我觉得谁都能学，现在正是做这件事的绝佳时机。

If you really are having kind of a realignment of priorities and what you think is important to AI related roles, move some of your workers over there because I think that anyone can learn it and this is, you know, a phenomenal time to do that.

而且，公司这么做还能省下一大笔钱——别只是为了省下那点工资成本就裁员，我觉得很多公司其实就是这样，只是不肯明说罢了。

You also save yourself a lot of, you know, a company would save itself a lot of money if it's not just laying off workers to save, you know, a literal dollar amount, which I feel like is basically what a lot of these companies are doing, they just don't want to say it out loud.

如果不是为了省钱，那就干脆把人调过去好了。

But if that's not the case, then just move them there.

这样既不用付遣散费，也不用花大价钱请猎头重新招人。

You're not going have to pay severance, and you're not gonna have to pay all of the money to recruiters to hire people.

总之，Meta 这么做，我很欣赏。

So, anyways, appreciate that coming from what Meta is doing.

扎克伯格那事儿，说实话，闹得挺大的，我觉得。

Zuckerberg I mean, the whole thing was like a lot of drama, I think.

我只是想指出这里的一个积极方面。

I'm just calling out one positive silver lining here.

但扎克伯格在备忘录里称，AI是‘我们这一代最具影响力的技术’，并说它将‘定义下一代’。

But in the memo that Zuckerberg put out, he called AI, quote, the most consequential technology of our lifetimes, and he said that it will, quote, define the next generation.

我们从很多人身上都看到了这种趋势，变化正在广泛发生。

So we're seeing this from a lot of people, we're seeing a lot of shifts.

如果你在听这个播客，那我这话算是对牛弹琴了，但确实，我们正目睹大量变化在发生。

I'm preaching to the choir if you're listening to this podcast, but we are seeing a lot of changes and things happening there.

好了。

Alright.

咱们来聊聊OpenAI上市的事。

Let's get into what's going on with the OpenAI IPO.

我们知道他们一直在和高盛、摩根士丹利合作。

We know that they've been working with Goldman Sachs and Morgan Stanley.

我之前已经报道过几次了。

I've reported on this a couple times.

据说他们将在未来一周或几周内提交这份文件。

Apparently, they're gonna be filing this paperwork within the next week or weeks.

这将让他们直接和SpaceX展开竞争，因为SpaceX现在拥有埃隆·马斯克的XAI，而他们也想尽快完成申报。

This is going to put them in direct basically a race with SpaceX because SpaceX now owns Elon Musk's XAI, and they are also trying to get this filed as soon as possible.

我之前发帖讨论埃隆·马斯克、SpaceX，还有他对OpenAI的诉讼，说他‘输了’之类的，结果收到一条特别棒的评论。

I actually got a really great comment when I was posting about Elon Musk and SpaceX and Elon Musk's lawsuit of OpenAI and how he, quote unquote, like lost the lawsuit or whatever.

我在领英上看到一个叫拉斐尔·斯特罗法内洛·吉斯拉迪尼的人留的评论，真的很棒，谢谢他。

I got a really great comment from someone named Rafael Stroffanello Gisladini over on LinkedIn, and so I appreciate this comment.

他说，关于马斯克‘输了’这个说法，其实判决根本无关紧要。

But he said, talking about, you know, the quote unquote Musk losing, he said, The verdict is irrelevant.

马斯克早就赢了。

Musk already won.

他根本不是冲着打赢官司去的。

His goal was never to win the case.

他的目标是拖慢OpenAI向营利模式转型的步伐，为SpaceX的六月IPO争取足够的时间。

It was to delay OpenAI's for profit conversion long enough clear the runway for SpaceX's June IPO.

纳斯达克新推出的快速通道规则让SpaceX在上市后第15个交易日就进入纳斯达克100指数，迫使指数基金不管估值如何都得买入。

With Nasdaq's new fast tracked rule, SpaceX enters the Nasdaq 100 after fifteen trading days, forcing index funds to buy regardless of valuation.

如果在这段时间里没有另一个万亿级AI公司IPO跟它抢资金，这种被动资金流入的价值会大得多。

That forced passive inflow is worth far more if it isn't competing with another trillion dollar AI IPO in the same window.

他说，这场诉讼一提交，目的就已经达到了。

He said the lawsuit achieved its purpose the moment it was filed.

程序上的这些变动，根本没改变什么。

The procedural knockout changes, nothing.

我之前从没想过这个角度——为了最大化SpaceX IPO的成功，这可能正是马斯克起诉OpenAI背后的策略。毕竟，虽然有人会用‘道德’理由为他的诉讼辩护，但其实早就过了诉讼时效。

So actually thought that was a really interesting perspective I hadn't thought of before as far as trying to get SpaceX and their IPO to be as successful as possible, and that seems to be perhaps a strategy that Elon Musk was playing at when he did the lawsuit against OpenAI because at the end of the day, while some people would have defended his lawsuit on quote unquote moral grounds, it was outside of the statute of limitations.

这最终也是法院驳回诉讼的原因。

That's ultimately why it was struck down.

所以，如果他真那么在意这件事，真想达成那个结果，早就该在OpenAI刚显露这些意图时就提起诉讼了。

And so it's just, know, if he really cared about it that much or if he really wanted that outcome, he should have filed the lawsuit much sooner when OpenAI made these kind of intentions clear.

那样的话，他或许真能成功。但既然他没这么做，现在也只能被直接驳回了。

And then potentially, he would have been successful in doing that, but because he didn't, they're just kind of throwing it out.

我们再回到OpenAI的IPO上，他们好像已经实现了38亿美元的年化收入。

So bringing it back to OpenAI's IPO that they're looking at, apparently, they have just crossed $3,800,000,000 in annualized revenue.

这个成绩是在去年第四季度达成的。

They did that in Q4 of last year.

大部分收入来自API销售和ChatGPT的订阅服务。

Most of that was API sales and ChatGPT subscriptions.

他们没公布具体利润多少，不过很快就能知道了。

They didn't say how profitable they were, so we'll find that out very soon.

SpaceX的上市文件预计今天就会提交。

The SpaceX IPO filing are expected as soon as today.

今天和这段时间AI领域消息不断，另一个重磅消息是，谷歌AI模式的月活跃用户已经突破了10亿。

So we have a lot of AI news, a lot of stuff happening today and around this time, and one of the big announcements we've also got today is that Google AI mode has just hit 1,000,000,000 monthly active users.

截至本月，他们的用户量每个季度都翻了一番，非常惊人。

Their usage has doubled quarterly, which is really impressive as of this month.

自从上线以来，每个季度的用户量都翻倍了。

Every quarter since they launched, their usage has actually doubled.

所以现在他们正在全面改造搜索功能。

So apparently right now they are overhauling search.

我看到我们节目的常客洛根·基尔帕特里克在领英上发帖，展示了他们的新改动。

I've seen our friend of the podcast, Logan Kilpatrick, posting about it on LinkedIn showing what they've done.

他说，这是二十五年来搜索功能最大的一次变革。

He said, This is the most, you know, the biggest change they've made to search in twenty five years.

所以我觉得谷歌在这件事上的宣传力度会很大。

So I think Google has a lot of messaging around that.

搜索框将彻底重设计，大多数查询都会显示AI摘要，今年夏天还会推出智能代理功能，能自动生成应用和仪表盘，而不是传统的网页链接——这个方向真的很值得一看。

There's going to be a completely redesigned search box, AI overviews on most queries, and they're gonna have agentic features launching this summer that are gonna generate custom apps and a bunch of dashboards instead of traditional web links, which is a really interesting concept to see where they're gonna go there.

这是一次相当重大且有争议的调整。

This is a pretty big and controversial move.

简单说，以后顶部会先显示AI摘要，而下面原本是那些蓝色链接的位置。

Essentially, what's gonna be happening is you get the AI overview at the top, and below that used to have the blue link.

以前他们至少还保留着传统的谷歌搜索结果，但现在不一样了。

So it was kind of like they were they're, you know, keeping the legacy Google results, and they were had that.

但现在他们会在AI概览下方直接加一个类似聊天框的AI概览区，这样一来，用户就很难看到顶部的自然搜索结果了。

But now they're actually going to have an AI overview box that is gonna sit right below the AI overview like a chat box, which is basically going to make it so you can't see the top organic results as much.

这会把用户从我们早已习惯的传统网页链接列表上慢慢引开。

It's gonna be steering people away from these kind of traditional web listings that we are so used to.

所以整个搜索体验将会发生很大的变化。

So things are really gonna be shifting quite a lot.

我们有个消息，Stability AI 刚刚发布了 Stable Audio 3.0。

We have some news that Stability AI has just released Stable Audio three point o.

有意思的是，之前 Eleven Labs 推出过一个挺酷的音乐生成功能。

And what's interesting here is we had a really cool music release a while back from eleven Labs.

当时那功能一出来，我就说，这有啥用啊？Eleven Labs 虽然能生成音乐，但最长只能搞三十秒，根本没法用。

And when it came out, I was like, Guys, this is basically nothing because eleven Labs let out, you know, let you create music, but it could only be thirty seconds long, and I'm like, This is basically useless.

现在 Stability 出了新版本，你可以直接生成长达六分二十秒的完整歌曲。

Stability has come out, and you can actually create songs that are up to six minutes and twenty seconds long.

这比去年版本的三分钟限制多了一倍多，也远超 Eleven Labs 的水平。

That's more than double the three minute limit that they had in last year's version and much higher than something like eleven Labs.

据称，他们训练这些模型所用的数据，都是从华纳音乐集团和环球音乐集团获得的授权许可。

So apparently, they've trained all of this on licensed data from Warner Music Group and Universal Music Group.

他们直接绕开了目前正闹得沸沸扬扬的那场诉讼风波。

They basically sidestepped the entire lawsuit, you know, fiasco that is currently hammering.

我觉得Suno和Yudio现在都被卷入了，但他们通过直接跟版权方谈授权，成功避开了这个问题， Stability 这招真厉害。

I think Suno and Yudio are both getting hit with this, and so they got around that by just going directly and getting the licensing, so big kudos to Stability.

他们发布了四个模型，参数量分别是4.59亿、14亿和27亿。

They have four models released at $459,000,000, 1,400,000,000, and 2,700,000,000 parameters.

小型和中型版本开放权重，供年收入低于一百万美元的商业用途使用。

The small medium versions are shipping with open weights for commercial use under $1,000,000 in revenue.

如果你的年收入不到一百万美元，就可以免费使用这些开放权重的模型做商业项目，这真的很了不起。

So if have under $1,000,000 in revenue, you could be using this with open weights for commercial use, which is really impressive.

大型模型只能通过他们的付费API或者自行部署来使用。

The large model is available only on their paid API or self hosting.

对于年收入超过一百万美元的企业，必须购买企业授权才能使用。

They have enterprise licenses that are gonna be required for companies that are making above a million dollars in annual revenue.

他们这么做我真的挺喜欢的，对吧？

Actually love how they're doing this, right?

小公司会从中受益。

Small companies are gonna get a benefit.

赚得多就得掏钱，这很合理。

If you make a lot of money, you gotta pay for it.

这跟很多开源软件类似，但我真的特别欣赏这一点，对小公司来说太棒了。

This is like a lot of open source software, but I do, yeah, I really do appreciate this for smaller companies, this is gonna be phenomenal.

他们最近聘用了伊桑·卡普兰，他之前是Universal Audio和Fender的首席数字官，现在负责主导这款新模型的专业音乐产品线。

They recently hired Ethan Kaplan, who is the former chief digital officer at Universal Audio and Fender, and he's leading the professional music product suite around this new model.

刚一上手，我就对他们的授权方式印象深刻。

Right off the bat, I'm really impressed by the way that they are currently doing their license.

好的。

Alright.

一家叫Iris Go的公司刚刚完成了280万美元的种子轮融资，目的是打造一个主动式AI桌面自动化助手。

So a company called Iris Go has just raised $2,800,000 in a seed round, and they're doing this to build a proactive AI desktop automation agent.

好的。

Okay.

听着挺复杂的，但这是安德鲁·奈伊的AI基金支持的项目，他们要做一个桌面代理，你只要做一遍任务，它就能学会并永久自动化，根本不用写提示词。

Sounds like a big mouthful, but this is backed by Andrew Ngai's AI Fund, and they're gonna build a desktop agent that learns workflows by watching you perform a task once, and then it's gonna automate it forever, and you don't have to write a prompt.

这其实是我老婆跟我讲的真实经历。

This is actually literally something my wife was telling me.

她在搞氛围编程。

She's vibe coding.

她正在彻底重做我们最早做的那个应用。

She's completely redoing the first app we ever created.

叫Self Pause。

It's called Self Pause.

是个AI正向语录录音工具。

It's an AI affirmation recorder.

你可以录下自己说的正向话语，再配上各种背景音，比如冥想音乐。

You can record yourself saying affirmations, and you can put all like these sounds in the background, like meditation sounds.

你可以做个混合播放列表，随时听一听。

You can make like a mix and listen to them.

有些人喜欢早上听自己录的肯定语，也有人喜欢整晚放着听。

Some people like to listen to their, you know, personally recorded affirmations in the morning, or listen to them all night.

不管怎么说，这是我们大学毕业后做的第一个产品。

Anyways, this is the first product we ever made out of college.

我们把它做成了大约十五万用户规模，但过去三年我一直在忙AI Box和这个播客，没怎么管这个项目，不过它自己还在持续运行，每个月平台上音频的播放量都能超过三十万次。

We grew it to about 150,000 users, and then I kind of have been working on AI Box and this podcast for the last three years, and haven't really put any time or attention on that startup, but it continues to chug along and, you know, I think every month we get over 300,000 listens to audio on that platform, on that app.

最近我老婆一直在用Claude Code和Claude Cowork，彻底重做了整个应用，加了她一直想实现的所有功能，还用Swift原生开发成了iOS应用——以前我们是用React做的，算是个混合应用。

In any case, my wife has been recently using Claude Code and Claude Cowork to completely, basically redo the whole thing, add all the features she ever wanted, build it native in Swift, so it's like a native iOS app, because before we had it on React, which is kind of both.

总之，她正在从头重建整个应用。

Anyways, she's rebuilding the whole thing.

我们当年花了好几年时间，砸了几十万美元，现在她几个星期就给重新做出来了，靠 vibe coding 就搞定。

It took us years to make it, and we spent hundreds of thousands of dollars, and now she's, you know, being able to recreate it in a couple weeks, vibe coding.

她确实学过计算机科学，本来就挺擅长这些，但即便如此，这进展也太惊人了。

She did study computer science, so she, you know, she's pretty good at this kind of stuff, but still it's phenomenal.

最近她跟我讲，真希望有个功能，能直接让她做一遍任务，然后让协作者看着她做，之后自己就照着做，不用她一个个指令去说清楚。

And just recently she was telling me, she was like, Man, I wish I could just do this task and have co work watch me do it and then do it for me so I don't have to tell it to do X, Y, Z, like a lot of the things.

她最近好像在重新设计App里所有的图标，用ChatGPT帮忙改图，但得先把背景抠掉，再放到黑底上之类的，折腾了一堆步骤。

I think she's recently like redesigning all of the icons inside of the app, and she was using ChatGPT to help her redesign all the icons, but she got to like crap out the backgrounds and put them on a black box and whatever.

她有一整套自己的工作流程，对吧？

She has this whole workflow, right?

她有上百个图标要处理，本来让协作者来干，可每次都得写特别详细的提示词，特别费劲。

She's got a 100 icons and she was getting co work to do it, but she had to do these really descriptive prompts.

这正是Iris Go想解决的问题，我太喜欢这个想法了。

Anyways, this is exactly what Iris Go was gonna solve, and I love this.

联合创始人是李杰夫。

The co founder is Jeffrey Lai.

他以前在苹果负责开发了中文版Siri，后来还演示过一个功能：录一次点咖啡的流程，系统就能自动重复执行。

He built the Chinese version of Siri at Apple, and then he basically demonstrated the system ordering a coffee by recording one transaction, and then it repeated it autonomously.

我觉得这些处理很多都会在设备本地完成，保护隐私，这太棒了。

I think a lot of processing for this is gonna be happening on device for privacy, which is amazing.

云端任务需要用户明确授权才能使用。

The cloud tasks are gonna require the user to actually authorize it.

整个系统会采用端到端加密。

There's gonna be end to end encryption.

这其实是个很大的优势，能跟那些重度依赖云端的竞品区分开来。

There's gonna be I mean, basically, think this is a big differentiator against a lot of cloud heavy competitors.

他们已经推出了 macOS 和 Windows 的测试版，还和宏碁达成了预装协议，把代理程序装到新设备上。

They shipped their beta Mac OS and Windows apps, and they secured a preinstall agreement with Acer to distribute the agent on new devices.

这样一来，他们就不需要花钱去拉新用户了。

So they're not gonna have to spend any money acquiring users with that particular deal.

总的来说，我觉得这工具真的很棒。

So all in all, I think this is a really cool tool.

他们已经有不错的分发渠道了。

They already have some good distribution.

而且已经融到一些资金了。

They've raised some money.

我特别期待看看Iris Go会发展成什么样，我相信我老婆一旦上线了，绝对会成为它的铁粉。

I'm excited to see what happens with Iris Go, and I'm sure my wife will be their biggest fan once this thing rolls out.

如果你想每天收到这档播客的邮件版，就去aiboxdaily.com看看吧。

If you wanna get an email version of this podcast straight to your inbox every day, go check out aiboxdaily.com.

这是我新开的新闻网站，专门报道这些各类动态。

It's my new news site where I cover all of these different stories.

我写了深度文章，详细展开这些故事，右上角有个明显的订阅按钮。

I have in-depth articles that go into more detail on the stories, and there's a big subscribe button in the top right hand corner.

点一下就能跳到订阅页面，之后每天都会收到一封设计精美的简报，里面包含所有这些新闻，你可以快速浏览，掌握最新动态，还能看到其他相关资讯和快捷链接。

If click that, there is a newsletter page you can subscribe to, and you'll get all of these news stories in a beautifully designed newsletter that gets sent to you every day where I cover all of these different stories, and you can skim them and keep up to date along with a bunch of other stories that are happening in quick links links and some interesting info.

如果你想要深入阅读，又想免费订阅，就去aichatdaily.com吧。

So if you want the deep dive and you wanna subscribe to get this for free, go check out aichatdaily.com.

这是我为这档播客配套的网站，快去那里订阅简报，顺便阅读所有深度文章。

That's kind of my website that goes along with this podcast, and go subscribe to the newsletter over there, and also get all the deep dives on the articles.

谷歌已经在搜索广告里嵌入了AI生成的产品描述。

Okay, Google has embedded AI generated product descriptions inside of the search ad.

这其实是谷歌I/O大会期间一直提到的一个重要变化。

This is kind of one of the big things that came out of Google IO they've been talking about.

我只想在播客里简单提一下：现在谷歌已经开始用Gemini为广告生成定制的产品描述了。

I just wanted to cover it quick on the podcast, but basically Google's now using Gemini to write custom product descriptions for ads.

在搜索结果里，他们会直接把赞助内容嵌入到对话式AI模式的回复中。

Inside search results, they're going to be embedding sponsor items directly into the conversational AI mode responses.

我觉得现在AI模式正在越来越多地占据谷歌的屏幕空间。

So I think right now, the AI mode is taking over more of Google's screen.

它可能会把传统的搜索结果给挤出去。

It's gonna be kind of blocking out the traditional search results.

既然如此，他们还得赚钱，所以就把广告直接放进回复里——说真的，这和ChatGPT的做法一模一样。

And because of that, you know, they still need to make money, so they're putting ads directly inside of their responses, which to be fair is exactly what ChatGPT is doing.

毕竟，谷歌可是整个市场里广告领域的老大。

So, you know, Google is the ad king of the entire market.

如果他们不把广告放进AI模型，而ChatGPT却在放，那我才觉得奇怪呢。

If they weren't putting ads in their AI model and ChatGPT was, I'd think that was pretty strange.

这样一来，广告的展示空间就大大扩展了，不止是现在那些传统的侧边栏广告能带来的曝光。

And basically all that expanded ad real estate is going to, you know, get them more views beyond just whatever the traditional sidebar ads that are now appearing.

我觉得这挺好的。

I think this is good.

我觉得这些广告会更精准。

I think the ads are gonna be more specific.

我知道有些人可能会抱怨，哎呀，我不希望在AI的回答里看到广告。

I know maybe some people will complain like, Oh no, I don't want, you know, ads inside of my AI results.

当然，你也可以花每个月二十美元买Claude、ChatGPT，或者大概率Gemini 2的付费版，就能避开这些广告。

Well, of course you could go and pay $20 a month for Claude or ChatGPT or probably Gemini two and not get those ads.

这是一种选择。

So that's one option.

如果你想免费用这些服务，那广告是免不了的。

Or if you want to use all this stuff for free, you're just going to get ads.

说到底，互联网不就是这么运作的吗？

I mean, that's just how the internet works.

你要么付费，要么看广告。

You pay or you get ads.

所以我对这个还真不生气，而且我觉得广告会挺精准的。

And so I'm not too mad about this, and I think they'll be quite specific.

大家当然会担心隐私问题，但想想谷歌和脸书这么多年是怎么做广告定向的，真要抱怨的人，二十年前就在抱怨了，这事儿根本没变过。

Again, people will be concerned about privacy, but with everything that Google and Facebook already do for targeting ads, I mean, you can anyone that's complaining about it today has been complaining about it for the last twenty years, so not too much has changed in that.

今天就先聊到这儿，不过你们注意一个挺奇怪的数据：这档节目在Spotify上有286条评价，但在Apple上只有160条。

That's the show for today, but if you guys wanna notice a very strange number, it is that this show over on Spotify has 286 reviews, and on Apple, it only has a 160.

有意思的是，Apple上的听众占了整个播客听众的七成左右。

What's crazy is Apple accounts for about 70% of all of the listeners on the podcast.

也就是说，七成的Apple用户里，只有极少数人留了评价，所以如果你在Apple上听，我有个特别的请求。

So of the 70% of listeners over on Apple, a way smaller percentage has dropped a review, which means that if you're listening and you're on Apple, this is a special request.

如果你能顺手给个评价，咱们可不能被Spotify甩太远。

If you could leave a review, we gotta keep up with the Spotify folks.

人家都快把咱们比下去了。

They're they're putting us to shame.

我是在苹果播客上听的。

I listen on Apple Podcasts.

但我并不是每档节目都留评价。

But and so and I don't drop reviews on every show.

如果你只打算给一个节目留一条评价，那就选这个吧。

But if you drop only one review on only one show, make it this one.

Spotify 上已经有 286 条了，咱们得赶上去。

Spotify has got 286, and we gotta catch up.

如果你还没留评，又在用苹果播客，赶紧去留一个。

So if you haven't left a review, you're listening on Apple Podcasts, do it.

如果你在 Spotify 上，就继续刷高分数吧，不过说不定你真别刷了。

If you're on Spotify, you can just keep destroying the number, but actually maybe if you're on Spotify, don't.

咱们可不想看起来太落后。

We don't want it to look too bad.

对吧？

Right?

我们可不想让Spotify甩我们太远。

We don't want Spotify to beat us too bad.

如果你在Apple上听，能顺手留个评价，那就太有帮助了。

So if you're listening on Apple and you could leave a review, that would help out a ton.

咱们得赶紧追上Spotify的评分。

Let's catch up to Spotify.

好的。

Alright.

待会儿再聊。

Talk to you guys all later.