优步的人工智能支出、教皇谈人工智能、TikTok与环球音乐的人工智能音乐合作

欢迎收听本期播客。

Welcome to the podcast.

今天节目中，优步的总裁表示，人工智能的投入越来越难找到合理依据。

Today on the show, the president of Uber says that AI spending is getting harder to justify.

我想仔细分析一下他们实际花了多少钱，人们期待的回报率，以及他们真正得到的是什么。

I wanna break down some of the numbers of how much they're actually spending and the ROI people are expecting and what they're actually getting.

与此同时，教皇利奥发布了一份完整的关于人工智能的文件，主要针对科技巨头的权力集中问题。

At the same time, we have Pope Leo who released this entire AI document, and it's kind of targeting tech power concentration.

我会聊聊文件里提到的一些内容，包括大家喜欢和不认同的地方。

I'm gonna talk about some of the things that are mentioned in there, some things that people like and don't like.

根据一份新报告，大约85%的企业希望采用自主型人工智能，但其中76%缺乏实际部署所需的基础条件。

About 85% of enterprises, according to a new report, want agentic AI, but 76% of them lack the infrastructure to actually deploy it.

桑达尔·皮查伊表示，谷歌正在用新的AI代理彻底重塑搜索和网页体验。

Sundar Pichai says that Google is currently reshaping search and web with their new AI agents.

我想深入探讨这些趋势，因为谷歌拥有全球最广泛的软件用户基础，尤其是当他们的搜索和Gemini月活跃用户突破十亿时，对整个AI市场的影响是巨大的。

I wanna get into some of these trends because Google has the biggest distribution of any software company in the world, and as they've reached a billion monthly active users on Google Search and Gemini, specifically, I believe Google AI Search, they have a massive impact on the entire AI market.

环球音乐集团和TikTok正在续签一项授权协议，旨在打击未经授权的AI音乐生成。

Universal Music Group and TikTok are renewing a license deal that is going to help fight against unauthorized AI music.

Spotify那边最近也有不少关于AI音乐的动态。

There's actually a ton of AI music news going on with Spotify.

他们宣布和环球音乐达成协议，允许用户制作AI生成的翻唱版本和混音作品。

They released that they have a deal with Spotify or for with Universal for licensing so that people can do covers, AI generated covers, and remixes.

最近这方面的消息真是太多了。

There's a ton going on.

我们接下来会一一聊聊这些内容。

We're gonna get into all of it.

如果你想每天收到这些新闻的详细摘要，欢迎访问我的网站 aichatdaily.com 订阅每日简报。

If you wanna get a daily breakdown of all of these stories and more as a daily newsletter, go check out my website, aichatdaily.com.

你可以在页面上点击订阅按钮，我猜这段节目的描述里也会附上链接。

You can hit the subscribe tab in the button, and I think we'll even have a little link in the description of this show.

我每天都会发一份简报，覆盖所有这些最新动态。

But we have a newsletter that I send out every single day which covers all of these stories.

我们会直接把内容发到你的邮箱里。

We send them straight to your inbox.

全部免费，每天帮你梳理这些动态，附上更多相关链接，让你掌握人工智能领域的最新进展。

It's all free, and you get a breakdown of all of these stories, links to more, and everything going on in the AI industry if you wanna keep up to date on all that's going on.

比你在领英侧边栏或者别的地方看到的新闻摘要要全面得多。

More than you're gonna see in the sidebar of LinkedIn where it gives you the news breakdown or wherever else you get your news.

好了。

Alright.

咱们聊聊优步这边的情况。

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

他们的总裁说，AI方面的支出现在越来越难说得通了。

Their president has said that AI spending is getting, quote, harder to justify.

据说优步在今年头四个月就把一整年的AI预算花光了。

Apparently, Uber burned through its entire annual AI budget, and they did all of this in four months, the first four months of this year.

现在他们表示，根本没法证明这些投入带来了实际成效。

Now they're saying that they can't actually prove the spending delivered results.

不过呢，关于这件事我得提个重要的提醒。

Now I I like, a big caveat on this whole story.

我接触过太多人，他们真的在做些了不起的事情。

I talked to so many people that are, you know, doing some incredible things.

就拿我来说，现在手头正忙着好几个项目，已经上线了不少东西。

I, for one, have a ton of projects underway right now, a ton of things that I have launched.

比如我提到过的 aichatdaily.com，我每天发十篇甚至二十篇文章，深入剖析每一条 AI 领域的新闻。

You know, one example is aichatdaily.com that I mentioned I published, like, 10 articles, sometimes 20 articles a day doing deep dive breakdowns of every single story in AI News.

这可是我最近刚启动的新项目。

This is a new project I've done.

要不是真正用上了‘ vibe 编程’，我根本不可能做到这些。

There's no way I'd be able to do this if I wasn't actually vibe coding.

我还有好多类似的项目，AI 代码帮我搞定了一切，省了我大量时间和金钱。

And, you know, I have tons of other projects like that where AI code has done wonders for everything I've done and has saved me so much time and money.

到了大公司这种规模，有时候我觉得整个激励机制可能有点跑偏了。

When you get to a big huge company, sometimes I think that all the incentives can be a little bit off.

我们了解到亚马逊在这方面有一些AI项目，要求开发人员用AI生成一定比例的代码。

We heard from Amazon in particular, they had some sort of AI initiatives and they needed developers to be writing a certain percentage of their code in AI.

所以如果他们没达到指标，就开始跑一些机器人，专门生成一些随机的小代码，凑数充量。这样他们的代码使用量就上去了。当然，Anthropic肯定很高兴，反正亚马逊也没花什么钱。

And so what they started doing, if they weren't hitting the benchmarks is they were just, like, running bots that would just spit out random code for random small unimportant things so they could get their co their code token usage up, which, of course, I'm sure Anthropic loved, but it, you know, just costing Amazon no money.

然后他们就说，你看。

And they're like, look.

我们所有的指标都达标了，AI生成的代码比例也符合要求。

We're hitting all of our our metrics of what percentage of our code needs to be AI generated.

我觉得这就是很多公司面临的问题，如果激励机制设计得不好的话。

This is exactly the problem I think we're seeing in a lot of companies if they have bad incentives.

激励机制不应该是要求75%的代码都得由AI来写。

The incentive shouldn't be 75% of your code needs to be written by AI.

激励机制应该是，咱们得真正做出点东西来，把事儿办成，然后告诉你怎么做得更漂亮、更高效。

The incentive needs to be, you know, we're trying to actually make something, get something done, here's how you should do it better and faster.

我觉得这里头有个很大的教育问题，也需要大家思维方式发生转变。

And I think there's a big education piece, there's a big mindset shift that needs to happen.

话虽如此，优步现在却很难看出这些举措带来了什么实际好处。

So with all of that being said, Uber right now is struggling to see what some of their benefits are.

我觉得这背后很大程度上是信任危机。

And I think a lot of this is a transparency crisis.

很多其他企业可能也正面临类似的问题。

A lot of this is probably things that other enterprises are seeing.

而且很可能是因为他们衡量的指标根本不对。

And I think a lot might be they're just not measuring the right things.

咱们来具体看看一些数据。

But let let's break down some of the numbers.

优步在2025年的研发支出高达34亿美元。

So Uber apparently spent $3,400,000,000 in R and D in 2025.

相比去年增长了9%。

That's up 9% year over year.

而ClaudeCode的使用费用也在急剧上升。

And ClaudeCode tokens costs have been climbing a ton.

高管们说，这笔支出的增长速度简直惊人。

The executives are saying that this is a astronomical trajectory.

他们现在花在令牌上的钱一直在涨，不是因为Anthropic本身的费用提高了，而是因为他们的开发人员用得越来越多了。

Basically, what they're spending right now on their tokens is keeps going up, not because the cost from Anthropic per se is going up, but because, you know, presumably all of their developers are using it more and more.

目前，他们把AI支出看作是与招聘之间的直接取舍。

Right now, they said that they're kind of framing their AI spending as a direct trade off against hiring.

他们的首席执行官表示，优步正在减少招聘，以抵消AI投入不断上升的成本。

So their CEO said that Uber is hiring fewer humans to offset growing AI investment costs.

麦克唐纳承认优步的消费者功能增加了25%，但也承认他们在令牌使用量和实际成果之间划了一条界线。

McDonald acknowledged a 25% increase in consumer features from Uber, but admitted that they were drawing a line between token usage and actual deliverables.

这对他们来说真的很难。

It was really hard for them.

他们说，根本没法衡量。

They say, quote, impossible to measure.

我觉得这很重要，因为优步正在把财务主管的怀疑态度，变成整个企业AI市场的普遍态度。

The reason why I think this is important, as far as a conversation goes, Uber is kind of weaponizing the CFO's skepticism across all enterprise AI markets.

他们公开说过，你看啊。

They've kind of publicly said, like, look.

我们去年在人工智能和研发上花了34亿美元，但根本没法衡量这笔投入的回报。

We can't really measure the ROI on our $3,400,000,000 in AI that we spent last year or r and d that we spent last year.

所以我觉得，接下来会有很多人说：嘿。

And so now I think we're gonna see a lot of people that are gonna be saying, hey.

你看。

Look.

我们公司的情况也是一样。

Like, it's the same thing in our company as well.

说实话，他们自己都已经承认了。

Now I think the the truth of the matter is they met they, you know, they admitted it themselves.

减少招聘，把更多钱花在AI上，也就是说，他们用AI完成了更多工作，根本不需要再雇人了。

Hiring less people to spend more on AI, aka they're probably getting, many more things done with the AI, and they just aren't hiring people to do it.

另外，我觉得很多项目从启动到上线，都需要一段时间。

Also, I think a lot of projects can take time, before getting shipped.

所以我觉得这里头有个时间差，得考虑到。

So there's some sort of lag there I would I would put into account.

我手头有不少项目，有的已经完成了，有的还在进行中，当然我的项目规模没法跟优步比，但我想强调一点：你不会在功能或开发做完的那一刻就立刻看到效果。

I have a bunch of projects underway, some projects I finished, some projects are ongoing, and, you know, in no means is are my projects as big as Uber, but I do think that there's an important note to be made that you don't always get the benefit of a feature or development work immediately after it happens.

不过一年之后，他们应该能有更好的方法来衡量这些投入了。

However, a year later, I think they should have a better way of actually measuring it.

咱们就看看优步在这波趋势里会落在哪儿吧。

So we'll see where Uber falls in all of this.

教皇利奥刚发布了一份两百页的文件，我一起主持《AI实战》播客的朋友康纳·格兰南在领英上做了很精彩的解读，我打算用上。

Pope Leo has just put out a 200 page document, and my friend Connor Grennan, who I host the AI Applied podcast with, had a great breakdown of this over on LinkedIn that I'll be, using.

对了，如果你还没关注《AI实战》这个播客，我也强烈推荐你去听。

But by the way, if you're not following the AI Applied podcast, that's another one I would definitely recommend.

我们每周固定更新三集，深入拆解如何把AI用在你的职业发展和企业里。

We've dropped three episodes every single week breaking down how to apply AI into your career and for enterprise.

康纳提到，这份文件里最让他印象深刻的一点是，它并不反科技，也没说AI本身是邪恶的。

The first thing that Conor mentioned he got out of this document from the pope is that it wasn't anti tech, and it wasn't saying AI was inherently evil.

他把技术看作是人类智慧的一个里程碑。

He kind of frames a technology as a milestone of human ingenuity.

他提到技术能够提升人类福祉，当然，这前提是我们要给它设定良好的伦理，并共同承担责任。

He mentions how it can uplift humanity, and, of course, that's assuming we actually give it good ethics and share responsibility with it.

我觉得另一点很有意思，他接下来指出，整个争论其实不是把AI当成技术难题，而是当成一个人类学问题。

The other thing I thought was interesting, the next thing he mentions is that the whole argument is kind of posing AI as not a technical challenge, but an anthropological one.

真正的问题在于，人类会如何实际应对它。

The real question is how humans are gonna actually respond to that.

从这一切中很明显能看出，立场是支持劳动者，而不是反对AI。

Something else that I think was pretty, evident in all of this is that it was definitely pro worker and not anti AI.

教皇警告要警惕那些削弱员工技能或监控员工的系统。

The pope warns against systems that de skill or surveil employees.

他称AI导致的大规模失业是一种真正的社会灾难。

He calls mass unemployment from AI, quote, a true social calamity.

但我认为，他的核心意图也是为了保护人。

But I think the framing is also about protecting people.

这根本不是要阻止进步。

It's not really about blocking progress.

对吧？

Right?

所以并不是说，嘿，

So it's not saying like, hey.

我们必须停下人工智能。

We have to stop AI.

而是说，嘿，

It's just like, hey.

我们要清楚它的能力，确保别出什么坏事。

We need to be aware of the capabilities and make sure that bad outcomes don't happen.

他们还提到，人工智能是一种平等工具。

They also mentioned that AI is an equalizer.

他设想人工智能能帮助发展中国家提升教育、促进经济发展，保护本地文化和语言。

He envisions AI helping developing nations with education, economic development, preserving local cultures and languages.

我觉得，公平来讲，AI带来的积极方面其实很多，不只是像有些人说的那样，只会拉大贫富差距之类的。

So I think that, you know, to be fair, there was a lot of positives AI brought up rather than just, you know, this is gonna deepen the gap between the the rich and the poor and that kind of stuff.

所以我确实觉得，AI有能力成为一种均衡力量，教皇之前就提到过这一点。

So I do think that it, you know, has the ability to be an use AI as an equalizer, the pope kind of outlined that.

最后我想说，当他公布这些内容的时候，我其实挺惊讶的。

The last thing I wanted to mention is that when he put all of this out, I was actually impressed.

他还带了一位AI领域的领军人物一起现身。

He he showed up with an AI leader.

这显然不是什么传统做法，但他把这份文件和克里斯·奥拉一起发布了，而奥拉正是Anthropic的联合创始人之一。

So definitely not a traditional move, but he presented this whole document alongside Chris Ola, who is one of the cofounders of Anthropic.

我觉得这一点特别有意义。

And so I think this is this is a good point.

对吧？

Right?

Anthropic显然在和梵蒂冈合作，而梵蒂冈也在和Anthropic合作。

Anthropic is evidently working with the Vatican, and the Vatican is working with, Anthropic.

既然这么多重大科技正在推出，为什么他们不想参与进来，把正面的伦理、道德和洞见融入其中，确保这些技术最大程度地造福人类呢？

And why wouldn't they wanna have a seat at the table when a lot of this big technology is being rolled out to try to put positive ethics, positive morals, positive insights into what's being rolled out and make sure that this is as beneficial for humanity as possible?

我觉得这其中蕴含了非常多的细微差别。

So I think that there was tons of nuance in all of this.

我喜欢这种表述方式。

I like the framing.

你看看大多数新闻报道是怎么说的，动不动就讲教皇把AI的威胁比作圣经里的巴别塔。

When you look at most of the news coverage about this, it's like it's saying things like Pope Leo compares AI threat to Biblical Tower Of Babel.

教皇警告这警告那的。

Pope warns blah blah blah.

新闻里全是‘教皇警告’这类标题，只强调AI的负面风险，但他其实也加入了大量内容，把AI描绘成一种平等工具，突出了很多积极面。

It's like, you know, it's all this stuff like Pope warns, like, saying all of the the bad side of it, but he he put a ton of stuff in there that was also, you know, showing AI as an equalizer and a lot of the the positives in all this.

所以，把这两方面的信息都传达出来，确实很重要。

So definitely important to get the message from both sides of that story.

明白了。

Okay.

接下来我想聊一聊一份新报告，里面说大多数企业都想要AI，明确提到有85%的企业计划在2029年前采用AI，但有76%的企业缺乏实际部署所需的基础条件。

The next thing I wanna talk about is a new report that just came out that said most enterprises want AI, and it says that specifically 85% of enterprises plan to adopt it by 2029, but 76% lack the infrastructure to actually deploy it.

这份报告指出，问题在于企业只是把AI代理硬生生加在旧系统上。

And the problem according to this report is that companies are bolting AI agents onto legacy systems.

他们早就有了自己的老系统，做事的老方法。

So, you know, they already have their old system, their old way of doing everything.

现在不过是把ChatGPT直接贴在上面。

They're just sticking ChatGPT on top of it.

根本没想着彻底重新设计整个组织架构。

They're not actually redesigning their entire organization.

也没去审视自己的技术栈。

They're not looking at the tech stack.

更没考虑员工到底怎么使用这些工具。

They're not looking about at kind of how the workforce is using these tools.

只是往上面加了个聊天机器人，效果自然大打折扣。

They're just sticking a chatbot on top, and it's not being, you know, nearly as effective.

当你想到我们听这个节目的人平时怎么用AI的时候，比如我们都用Claude、Cowork，或者ChatGPT的代码工具。

When when you think of how you're probably using AI people that are listening to this show, like, we're all using Claude Cowork or or, you know, Codecs from Chad GPT.

我们用这些工具来操控电脑、填表、写代码、建网站，帮我们自动化工作中一大堆琐碎的事情。

We're using this to take control of our computer, to to fill things out, to to build code, to to make websites, to help automate so many things that are happening inside of our roles in our organization.

但大多数企业根本不是这么做的。

This is not what most enterprises are doing.

大多数人态度犹豫，只是把AI工具硬往上堆。

Most people are are kinda reluctant and bolting things on top.

报告里说，大规模部署的智能代理能把流程效率提升30%到50%。

So in the report, it says that agent agents deployed at scale accelerate processes by 30 to 50%.

我对这个数字一点都不意外。

I'm not shocked by that.

我见过更高的，高得多。

I've I've seen those numbers much higher.

它还说，这些工具能把低价值工作的时间减少25%到40%。

It says that they cut low value work time by 25 to 40% again.

对吧？

Right?

像以前我特别头疼的事儿，比如 podcast 刚上线时写标题和简介，现在完全不用操心了。

Like, all sorts of things I just used to dread, like writing titles and descriptions for my podcast day one when ChatGPT came out.

从那以后，我就再也不用为这些事发愁了。

That was just not something I ever had to worry about again.

报告还提到，麦肯锡预测，到 2030 年，当前三分之二的工作都需要重新设计、提升技能或调整岗位，因为 AI 代理会彻底打破层级管理结构，大量执行型岗位会被取代，这真的很值得关注。

But it also says that McKinsey is projecting three quarters of current jobs are gonna need redesign, upskill, or redeployment by 2030 because AI agents are going to basically merge the hierarchical management lines, and it's gonna eliminate a lot of execution based roles, which is really interesting.

对吧？

Right?

就说我自己刚毕业的第一份工作，当时在公司做市场经理。

I mean, I can even think of my first job out of college, I was working as a marketing manager in an organization.

每周得发一封邮件，还得找专门负责出版的团队帮我校对，然后一堆琐事要跑腿处理。

I was sending the weekly email, which I had to go get proofread by, you know, the by by the the team that worked on all of our publications, and I had to go and there's just a whole list of things I had to do.

那时候我得在表格之间反复复制粘贴，这些事儿，现在 AI 完全能一键搞定。

I had to copy and paste between spreadsheets and all this kind of stuff that AI 100% would just completely automate today.

你记得之前播客里提到的优步吗？他们抱怨说，哎呀。

When you saw the earlier news in the podcast where we had Uber that was complaining about, you know, hey.

你看。

Look.

我们投了这么多钱在AI上，根本看不到回报。

We're not seeing the ROI from all of our AI spending.

我觉得这正是背后的主要原因。

I think this is actually a big reason why.

真正能赢的，会是那些从零开始彻底重建的人。

I think the winners are gonna be the people that actually rebuild from scratch.

其他只是把AI随便搭在现有系统上的人——不管是老旧的代码还是有问题的流程——都别指望能看到回报。

Everyone else that just bolting AI on top of what they already have, maybe broken systems, old legacy code, they're not gonna see the ROI materialize.

所以你会看到哪些行业最先行动，真正的竞争壁垒也就会从那里开始形成。

And so I think you're gonna watch what industries are moving first, and that's where the real competitive moats are gonna start forming.

我们已经看到，知识型工作和开发者群体在这方面表现特别突出，效率提升得非常明显。

We're already seeing that with a lot of knowledge work and with developers really crushing it and and getting a lot more out of it.

明白了。

Okay.

桑达尔·皮查伊说，谷歌正用AI代理重塑搜索和整个互联网。

Sundar Pichai said that Google is reshaping search and the web with AI agents.

他这话是什么意思？

What is he talking about?

据说，谷歌旗下十亿级用户的全部产品，现在首次统一运行在Gemini基础设施上。

Apparently, Google's 13,000,000,000 user products now run on unified Gemini infrastructure for the first time.

我们最近在《AI应用》播客里采访了谷歌的洛根·基帕特里克，再次感谢《AI应用》这个节目，他说现在能把这么多东西整合起来，确实挺不错的。

And we're actually recently talking to Logan Kilpatrick from Google on the AI Applied podcast, another shout out to AI Applied, and he was mentioning how it's really nice that we're really starting to pull a lot of things together.

我们在X平台上看到不少批评声音。

We see a lot of criticism on on X.

我看到很多帖子说，谷歌和Gemini的产品到处都是，登录方式也不统一，让人记都记不住。

I've seen a lot of posts saying like there's so many different Google and Gemini products all over the place with different logins, and it's hard to keep them all keep them all in in your mind.

我想在谷歌内部，这确实是个大问题，因为他们之前有好几个不同版本的Gemini。

And I guess over at Google, was a real problem because they had different versions of Gemini.

他们之前用的各种连接方式五花八门。

They had all sorts of different ways that things were being connected.

现在谷歌正在大力统一内部的很多系统。

They're they're actually standardizing a lot more things inside of Google.

一方面呢，我确实能理解那些批评，品牌上确实有点让人混淆。

And on the one hand, yeah, I can see the criticism and it is kinda maybe branding confusing.

但另一方面，我觉得谷歌内部的人真的值得肯定。

But at the same time, I think everyone inside of Google, you gotta give it to them.

他们现在全速推进，拼命把各种产品和功能整合起来。

They're firing on all cylinders, cylinders and pumping down as many products, as many integrations as possible.

他们不断测试，看哪些能站得住脚。

They're seeing what sticks.

不行的就果断砍掉。

They're cutting what doesn't.

整个感觉更像一家初创公司，而不是庞大的老牌企业。

It feels a lot more like a startup than like a massive corporation.

我能想到不少大公司根本没这么做，感觉它们正被甩在后面。

I can think of a lot of corporations that are not doing that and are it feels like they're getting left behind.

所以要说的话，谷歌出了好多意外爆红的产品，比如NotebookLM——我压根没想到它会成为谷歌的主力产品之一，但现在它已经被整合到各个地方了，你可以把任何文档转成播客来听。

So if anything, I think we have a whole bunch of random, you know, smash hit runaway successes from Google like NotebookLM, which I never would have thought was gonna be, like, one of Google's top products, but I'm seeing NotebookLM rolled into everything where you can turn any document into a podcast and and listen to it.

用户们简直爱死了。

People absolutely love it.

使用量直接爆炸了。

The usage went crazy.

它迅速走红，而且黏性特别强。

It went very viral, and it has a lot of sticky factors.

我觉得谷歌现在玩的就是这一套：扔一堆东西出去，看哪些能留下来。

So I think Google's kind of playing this game where they're throwing a lot out there and they're seeing what sticks.

听说从个人智能助手、Ask Maps，到搜索、YouTube和Chrome，全都在用同一个版本的Gemini。

Apparently, everything from personal intelligence, Ask Maps, to search YouTube, and Chrome is all using the same version of Gemini.

现在谷歌已经开始用YouTube视频来训练AI模型，还重新设计了YouTube的搜索功能，能自动总结内容，直接跳转到相关时间点——说实话，谁会讨厌这种功能呢？毕竟谁也不想听别人在视频开头啰嗦‘欢迎来到我的频道’。

Now Google is training AI models on YouTube videos, and they're also redesigning YouTube search to summarize content and skip users directly to the relevant time stamps, which personally, I mean, who can complain about having to skip someone on a YouTube video saying, hey, welcome to the channel.

如果你喜欢这个频道，记得点赞订阅之类的，好了，今天我们要聊的是X Y Z，然后就开始长篇大论讲自己的人生经历。

If you like this channel, go make sure to like and subscribe and yada, yada, Today we're gonna talk about x y z, and they give the whole intro to their life.

这就跟你在谷歌搜食谱一样，打开一看，前面全是作者的生平故事，就为了堆关键词做SEO，你只想赶紧往下滚，看到真正的食谱内容。

It's basically the equivalent of if you've ever been on Google and you've searched and found a recipe, and at the beginning of the recipe, you have to read the the person's entire life story because you're trying to put more text in there for for SEO value, and you're just trying to figure out how to scroll down on the recipe page to see the actual recipe at the bottom.

现在一半的YouTube视频都是这样。

That is basically what half of YouTube videos are.

我觉得挺有意思的是，不知为啥，谷歌规定YouTube视频必须满八分钟才能赚钱。

And I think it's kind of interesting that for whatever reason, Google made it so that a YouTube video has to be eight minutes long to get monetized.

所以现在人人都得拍八分钟的视频，哪怕两分钟就能说清楚的事儿。

So now everyone's gotta make eight minute long YouTube videos even if they could've given you the information in two minutes.

不过呢，是这样。

But so yeah.

说起来还挺搞笑的。

Anyways, it's funny.

我们造出这些系统，结果带来了这些问题，现在你上YouTube，AI反而帮你直接跳到需要的部分，省得浪费时间。

We we make these systems that cause these problems, and now when you go to YouTube, the AI is gonna help you skip to the exact part that you need to and move on with your life.

是啊。

So yeah.

说到底，我们给自己制造的这些问题还真挺讽刺的。

Anyways, it it's just funny the problems we create for ourselves.

康泰纳仕的首席执行官公开表示，公司正在为完全失去谷歌搜索流量做准备，而孙达尔之前曾否决过这种可能性，但现在他也承认这确实是一种可行的策略。

Conde Nast CEO publicly said that their company is planning for zero search traffic from Google, and Sundar previously dismissed that scenario, but he now says that it is a possible strategy.

我们看到，谷歌搜索，或者说谷歌的AI搜索，正在占据越来越多的搜索结果位置。

We're seeing that Google search is taking up more and more or Google AI search is taking up more and more of the results.

你现在用谷歌搜索时，顶部几乎全是AI生成的答案。

And you're you're really when you search Google now, you're just seeing the AI result at the top.

当然，你也可以往下翻。

And, yes, you can scroll down.

在少数长篇内容里，你或许能看到一些链接，但谷歌明显在大力推AI，现在搜索结果里最显眼的就是这些AI生成的内容。

And in in rare long form cases, you're, you know, you're gonna maybe see some links, but really they're they're pushing heavily into AI, and this is the AI results on Google, and that's what we're seeing more.

明白了。

Okay.

环球音乐集团和TikTok刚刚续签了授权协议，承诺移除未经授权的AI生成音乐，同时也在努力提升平台上的艺人署名机制。

Universal Music Group and TikTok just renewed their licensing deal committing to removing unauthorized AI generated music, and they're also trying to improve artist attribution on the platform.

这挺有意思的。

This is interesting.

我其实看过好多关于病毒式AI生成内容和音乐的报道。

I've actually seen a ton of, stories about viral AI generated content, and music.

说到‘未经授权’，我最近有个朋友在Instagram动态里发了一段视频，背景放了一首歌。

I think specifically when it says unauthorized, I, you know, I had a friend recently that tagged a story, and on their Instagram story there was like a song playing in the background.

我当时就想，这歌不错啊。

I was like, man, like that song.

我还是点进去听了。

I clicked on it anyways.

结果发现是AI生成的，这倒没什么，问题是歌里署名的歌手居然是拉娜·德雷。

Turns out it's AI generated, which is which would be fine, except that the artist's name on that song was Lana Del Rey.

那明显不是拉娜·德雷本人唱的。

It was obviously not Lana Del Rey.

那不是在她主账号上，而是有个单独的账号。

It wasn't on her main account, but it was like its own account.

我猜这种账号迟早会被清理掉，内容也会被删。

I'm assuming something like that is gonna get swept up and banned and deleted.

但像环球音乐和TikTok之间，确实需要这样的授权协议。

But you gotta have these, like, licensing deals between Universal Music and TikTok.

我不太清楚到底是谁付钱给谁，但反正这协议是存在的。

I'm not really sure who's paying who in this case, but in any case, it's kind of there.

这项协议结束了2024年环球音乐和TikTok之间的一场争端——当时环球音乐因为AI内容审核不力，把整个曲库全撤了。

This is an agreement that is ending a 2024 kind of spat that UMGs you know, they pulled their entire catalog off of TikTok over AI content moderation failures.

结果呢，这场冲突导致创作者们损失了数以百万计的播放量和收入，因为他们的歌全被环球音乐下架了。

So anyways, there's this whole beef and now there's, you know, millions of dollars in lost streams and money from creators once all of their music got pulled off of TikTok because of UMG.

这在整个行业里闹得挺大，现在他们似乎想通过新的授权协议，真正落实AI内容的审核机制。

So it's been a whole it's been a whole thing in the industry, it seems like they're trying to work out a licensing deal to to make it so that this AI content moderation is actually gonna be happening.

德雷克和星期五晚上那些生成的歌曲，在被下架前，播放量都累积到了数百万。

Drake and The Weeknd generated tracks accumulated millions of streams before those got removed.

总之，我觉得我们正朝着一个方向走，Spotify和环球音乐达成了协议，允许创作者制作AI生成的翻唱版本，歌手可以自行选择是否参与，一旦有人用他们的歌或声音制作内容，他们就能获得流媒体版税。

Anyways, I think we're we're probably coming to the end of that long Sega because Spotify and Universal have a deal where they're going to have licensing agreements for people that are trying to make AI generated covers, and artists can opt in, and they're gonna get streaming royalties if someone makes a cover of their song or uses their voice to make something.

所以，我觉得以后大家应该就能合法使用那些知名歌手的声音了。

So anyways, I think we're gonna get to to somewhere where you can use some of those famous voices.

这些歌手都会主动同意参与。

They will be opted in.

他们会收到相应的版税，这确实标志着音乐行业的一次重大转变。

You're gonna there's gonna be some sort of royalty paid out to them, but it's definitely an interesting shift in the music world.

最近有人在苹果上留了一条评价，说在苹果播客上写评价太麻烦了。

Someone recently left a review on Apple that says leaving a review on Apple Podcast sucks.

我在这儿听节目，但想留评价却完全找不到入口。

I listen here, but leaving a review is totally unintuitive.

简直糟糕透了。

It's so bad.

我不得不查了帮助文档，才搞清楚该去哪儿操作。

I actually had to use the help to figure out where to do this.

苹果，你得改进一下。

Do better Apple.

我很喜欢这个新节目形式。

I'm enjoying the new format of the show.

继续加油。

Keep up the good work.

好的。

Okay.

非常感谢你的评价。

Big, thank you so much for the review.

如果你还没评价，因为觉得太难找了，或许可以点一下苹果的帮助按钮。

If you haven't left a review because it is unintuitive, I guess you can push the help button on Apple.

我真的不希望事情发展到这一步。

I really hope it doesn't come to that.

如果你还没评价，麻烦帮忙给节目留个评价吧，这对我们帮助特别大，我真的会非常感激。

But if you wouldn't mind leaving a review on the show if you haven't already, it helps the show out so much, and I would be truly, truly grateful.

这可能就是为什么我们在Spotify上的评论比Apple多出几百条，尽管80%的听众都来自Apple。

It's probably the reason why we have hundreds more reviews over on Spotify than Apple, even though 80% of the listeners are from Apple.

如果你是那些还没留下评论的Apple听众，麻烦你抽空留一个，我会非常感激。

But if you're one of those Apple listeners and you haven't left a review yet, if you wouldn't mind doing it, I would appreciate it so much.

好的。

Alright.

我们下一期再见。

Catch you guys all in the next episode.