苹果进军智能家居市场，OpenAI是否存在间谍问题？

你是不是因为要跟上AI及其影响而喘不过气来？

Are you sucking wind from trying to keep up with AI and its impact?

深呼吸一下，来听听《智能转变》吧，这是Morning Brew和普华永道合作的新播客。

Take a breather and tune in to The Intelligence Shift, Morning Brew's new podcast with PwC.

它把AI的大概念和实际应用之间的差距连接起来。

It bridges the gap between big picture AI concepts and what it actually means in practice.

主持人丹·普里斯特邀请专家嘉宾，讨论AI在体育、音乐、人力资源等领域的角色。

Host Dan Priest is joined by expert guests to discuss AI's role in sports, music, HR, and more.

无论你在哪里收听播客，都可以找到《智能转变》来听。

Listen to the Intelligent Shift wherever you get your podcasts.

早上好，欢迎收听《每日酿造秀》。

Good morning, Brew Daily Show.

我是尼尔·弗莱曼。

I'm Neil Fryman.

我是托比·豪威尔。

And I'm Toby Howell.

今天，OpenAI 发现一名员工在窃听一个绝密会议室。

Today, OpenAI found an employee bugging a top secret conference room.

然后，苹果首次进军智能家居市场。

Then Apple is making its first foray into the smart home market.

今天是10月14日，星期三。

It's Wednesday, October 14.

我们开始吧。

Let's ride.

我有几个激动人心的流媒体更新要分享。

I've got a couple of exciting streaming updates to share.

第一个，昨天让很多人兴奋的消息是，《衰姐们》明年将回归HBO，播出五集，大部分主要演员都会回归。

The first, which got a lot of people pumped yesterday, is that Girls is coming back to HBO for a five episode run next year with most of the major cast members reprising their roles.

考虑到我的Slack头像就是这部剧里的一个角色。

Considering my Slack profile picture is a character from the show.

我肯定会全神贯注地看。

I'm gonna be locked in.

对千禧一代来说是个大胜利。

Big win for millennials.

再来点更怀旧的怎么样？

And then how's this for even more nostalgia?

Netflix正在开发加里·保尔森的《手斧男孩》的电影改编版，那可是你在学校唯一真正喜欢读的书。

Netflix is developing a movie adaptation of Gary Paulson's Hatchet, the only book you read in school that you actually liked.

托比，好消息不断，女孩们和男孩们都有大制作要上映了。

Toby, big things come to the screen for the girls and the boys.

我对《手斧男孩》非常期待，但我得说，那本书让我一直莫名担心自己哪天会被驼鹿攻击。

I'm very excited for Hatchet, but I have to say that book made me unduly scared of being attacked by a moose at some point in my life.

我真的以为以后得提防着驼鹿袭击呢。

Really thought moose attacks was going to be something that I would have to look out for.

至于《女孩》，我其实还没看过。

As for girls, haven't actually seen it.

这就是我最大的坦白。

That's my big admission right here.

但这让我想到，那个年代还有什么东西能让人们同样兴奋地回来。

But it's got me thinking what else from that era would get people equally psyched to come back.

《明星伙伴》重启，《绯闻女孩》重启，《橘子郡男孩》回归。

Entourage reboot, Gossip Girl reboot, The OC coming back.

其中一部可能会看到《女孩》的成功，然后说，我们是不是也该把我们的角色重新拿出来？

One of those is going to see girls' potential success say, what if we dusted off our our characters as well?

现在有请我们的赞助商Intuit。

And now a word from our sponsor Intuit.

尼尔，还记得那个金发女人吗？她闯进别人家，吃光他们的食物，弄坏他们的家具，还睡他们的床。

Neil, remember the blonde lady who broke into the family's home, ate all their food, broke their furniture, and slept in their beds?

金发姑娘？

Goldilocks?

那个小小的入室者。

That little home intruder.

她一直在找一样刚刚好的东西。

She was looking for something that was just right.

就像财务团队和首席财务官为了结一个月的账，要登录四个系统，在电子表格里重建每份报告，还要为那些他们被告知不需要的附加功能付费。

Sort of like finance teams and CFOs logging into four systems to close one month, rebuilding every report in a spreadsheet, and paying for add ons they were told they wouldn't need.

幸运的是，Intuit ERP 可以解决这个问题。

Luckily, there's the Intuit ERP for that.

它强大到足以满足企业级需求，又灵活到让人感觉熟悉和直观。

It's powerful enough for enterprise demands, yet nimble enough to feel familiar and intuitive.

你的团队只需一次结账，无论你有多少实体。

Your team runs one close, however many entities you have.

他们可以自己构建报告，无需顾问。

They build their own reports, no consultant required.

而且上手不会占用你一整年，还没有传统 ERP 的负担。

And getting started doesn't take over your year all without the legacy ERP baggage.

了解更多，请访问 intuit.com/erp。

To learn more, head to intuit.com/erp.

网址是 intuit.com/erp。

That's intuit.com/erp.

苹果就在你的口袋里。

Apple is in your pocket.

它戴在你的手腕上。

It's on your wrist.

它在你耳朵里，现在它还想跟着你回家。

It's in your ears, and now it wants to follow you to your home.

公司昨天发布了HomeView，这是一款299美元的智能显示屏，目的是让你彻底忘掉你的Alexa。

The company unveiled HomeView yesterday, a $299 smart display designed to make you forget your Alexa ever existed.

你可以把HomeView看作是你生活的指挥中心，或者用《连线》杂志的话说，就是一块巨大的家用版Apple Watch。

Think of the HomeView as a command center for your life or as Wired put it, a giant Apple Watch for the home.

它配备了一块七英寸的显示屏，有多个界面可以滑动切换，并且预装了FaceTime和Safari等应用。

It comes equipped with a seven inch display that has multiple faces you can swipe through in apps like FaceTime and Safari preinstalled.

不过，苹果认为它最大的卖点是个性化。

Apple thinks its big differentiator, though, is personalization.

HomeView能自动识别站在它面前的人是谁。

HomeView automatically recognizes who is standing in front of it.

所以当妈妈走过时，它会显示她的日历安排；而如果是孩子走过，可能会显示他们iPhone上的相关信息。

So when mom walks by, it will show her her calendar appointments versus if a kid walks by, it might show relevant info from their iPhone.

Siri也是如此，根据提问者的不同，AI会根据对每个家庭成员了解的信息，给出不同的回答。

That goes for Siri as well, where different answers will be served up depending on who's asking based on what AI knows about each home member.

既然是苹果的产品，隐私问题自然是重中之重。

Since this is Apple, it's put privacy concerns front and center.

比如，如果我试图偷偷看一眼尼尔的HomeView，作为客人，我就不能控制灯光或门锁。

If I tried to do a drive by of Neil's HomeView, for instance, I'd be restricted from controlling lights or door locks since I'm a guest.

说到灯光和门锁，苹果正通过与LG的合作，推出一整套智能家居产品，包括摄像头、门铃和恒温器，这些都可以通过该设备进行统一控制。

Speaking of lights and locks, Apple is rolling out a whole line of smart home products through a partnership with LG that includes cameras, doorbells, and thermostats that can all be orchestrated through the device.

成交。

Deal.

苹果以前从未真正涉足这个产品类别，一直让谷歌和亚马逊在你烤面包机旁边的台面上争得不可开交。

Apple has never really invested in this product category before, content to let Google and Amazon duke it out for counter space next to your toaster.

为什么现在选择大举进军呢？

Why is now the moment it's choosing to make a splash?

主要有两个原因。

There are two main reasons.

第一，这个品类正适合被颠覆。

One is this category is ripe for disruption.

第二，苹果感受到了来自AI硬件的威胁，这些硬件最终可能会取代iPhone。

And number two, it's feeling threatened from AI hardware that could ultimately replace the iPhone.

我们先从第一个原因说起。

Let's start with number one.

家庭显示屏、智能家居显示屏的市场规模很小，而且还在萎缩。

The market for home displays, smart home displays is small and it's shrinking.

2023年，这些产品的销售额达到了25亿美元。

In 2023, these things did $2,500,000,000 in sales.

两年后的2025年，销售额降到了23亿美元，对于消费科技产品来说，这真不算多。

Two years later in 2025, it was down to 2,300,000,000 for a consumer tech product that is just not a lot of money.

苹果基本上把领导地位让给了亚马逊和谷歌，但我觉得没人对它们推出的这些智能显示屏感到满意。

Apple has largely ceded leadership to Amazon and Google, but I don't think anyone's satisfied with those products that they've put out these smart displays.

亚马逊的Echo Show有那些特别烦人的广告，而且你还关不掉。

The Amazon Echo Show has these really annoying ads that you can't turn off.

谷歌从2021年起就没再发布过新的Nest Hub了。

Google hasn't released a new Nest Hub since 2021.

所以，就像MP3播放器或者即将到来的折叠屏手机一样，苹果要进入一个已经成熟的市场，并且觉得自己能搅动一番。

So much like the m p three player or coming up the a foldable smartphone, Apple is going to go into an established market and thinks it can shake things up.

我觉得HomeView的一些功能真的很棒。

I think some of the things that HomeView actually does are awesome.

最棒的就是烹饪功能。

The number one thing is cooking.

烹饪的时候，它能把食谱转化成一步一步的指导，而且针对它的屏幕做了优化。

Cooking, it converts recipes into a step by step instructions optimized for its display.

那个……

That...

第一，这真的很棒。

Number one, that's just awesome.

比如，你可以把食谱输进去，它会精确地告诉你每一步该怎么做。

Like, can feed a recipe in, and it shows you exactly where you need to be.

而且它还能自动识别食谱里的烹饪时间，你只需要点一下就能设置计时器。

But then it also automatically recognizes cooking times within the recipe, and you can just tap it and set a timer.

光是这个烹饪功能，就足够让我掏钱买了。

That would be enough for me to buy it just, alone for the cooking.

还有娱乐方面的功能。

There's also the entertainment aspect.

当然，你可以用它播放音乐，但大家特别兴奋的是，它基本上就是把苹果的CarPlay软件搬到了这个设备上。

Obviously, can play music from it, but everyone's very pumped because it's essentially takes Apple's CarPlay software and puts it onto this.

大家都超爱CarPlay。

People love CarPlay.

其实我个人对CarPlay不太感冒，但很多人对这个界面赞不绝口。

I'm actually not a big fan of CarPlay, but people swear by that interface.

这个设备上也会是同样的界面。

It's gonna be the same interface there.

你可以打FaceTime电话。

You can make FaceTime calls.

你也可以通过它来控制家里的设备。

You can control your home, through it as well.

他们其实也没有推出传统的应用商店。

They're not actually launching a traditional app store either.

这从苹果的角度来看有点出乎意料，但他们想暂时保持封闭，特别是因为这东西要进入你的家里。

That is something that is a little surprising from Apple, but they wanna keep it pretty locked down for now, especially since this thing is coming into your home.

而且我觉得他们在这个基础上推出整个智能家居产品线的策略很聪明。

And I think their strategy of launching the entire smart home product line on top of it is smart.

他们把很多制造外包给另一家公司，这样就不用承担巨大的财务投入。

The fact that they are outsourcing a lot of manufacturing to another company means they don't have to make this massive financial investment.

但如果你真的想通过HomeView来管理整个家，你可以选择添加摄像头、门锁、温控器，真正实现一体化的体验。

But if you really do want to run your entire home through HomeView, you have the option to add cameras, add locks, add a thermostat, and really make it a holistic experience.

特别是因为很多人搭建智能家居时最大的头疼问题，就是要跟各种第三方厂商打交道，才能把设备和生态系统都设置好。

And especially because one of the biggest headaches for people setting up their smartphone or their smart home is working with all these third party vendors to set things up and create this ecosystem.

现在苹果以经典的苹果风格，从一开始就给你提供了一切。

And now Apple's giving you everything from the onset in classic Apple fashion.

这就是苹果的优点和缺点。

That's the that's a pro and the con to Apple.

你必须成为他们生态系统的一部分，如果你拥有全套苹果产品，一切都能完美协同工作。

You have to be a part of their ecosystem and everything works so splendidly together if you do have everything Apple.

如果不是，那就有点麻烦了。

If not, then it gets a little hairy.

我们来谈谈第二点，关于苹果感到有点受威胁，因为人们可能会逐渐减少对iPhone的依赖。

Let's talk about number two about how Apple is feeling a little bit threatened that people might wean themselves off the iPhone.

今年秋天我们看到了很多有趣的AI硬件发布。

We've seen a bunch of interesting AI hardware releases this fall.

Meta发布了它的Charm。

Meta released its charm.

OpenAI发布了DOTS，最终可能会发展成硬件产品。

OpenAI released DOTS which could eventually work itself into a hardware product.

记住，苹果在AI方面的投入其实并不多，相比它的竞争对手，比如Meta、亚马逊、OpenAI，这些公司都在投入数千亿美元。

Remember Apple has not really invested that much into AI relative to its rivals like Meta, Amazon, OpenAI, all those companies are investing hundreds of billions of dollars.

苹果没有这么做，是因为它通过iPhone掌控了分发渠道。

Apple has not done that because it controls distribution through the iPhone.

而且投资者也给了它回报。

And investors have rewarded it.

今年股价上涨了25%，远超其他大型科技公司。

Shares are up 25% this year, way more than all the other big tech companies.

不过，他们现在可能感到有点风险，因为最终也许有人从Meta那里拿到charm，就不需要iPhone了。

However, they might feel a little risky here because eventually maybe someone just gets charm from Meta and they don't need the iPhone.

而这正是马克·扎克伯格几十年来一直想要的。

And that's something that Mark Zuckerberg has wanted for decades.

必须通过苹果是他最大的痛点。

Having to go through Apple is the biggest thorn in his side.

所以如果他们...

So if they...

如果他能让人们不再依赖苹果的设备，那对他来说就是巨大的胜利和巨大的收获，对苹果来说则是巨大的损失。

He can wean people off of Apple's devices, then that is a huge win and a huge lot for him and a huge loss for Apple.

现在苹果觉得可能需要通过推出这个覆盖整个生态系统的智能家居来进一步锁定你。

Now Apple thinks it may need to lock you in even more by unveiling this ecosystem wide smartphone.

智能家居。

Smart home.

我老是说成智能手机而不是智能家居。

I keep saying smartphone instead of smart home.

他们就像在说，如果你的整个家都由苹果生态系统控制，想摆脱可没那么容易。

They're like, good luck weaning off if your entire house is run by an Apple ecosystem.

看看你怎么用一副Meta眼镜来替代这一切。

Let's see you try to replace that with a set of Meta Glasses.

Bumble因为没能让你摆脱约会市场，所以退出了股市。

Bumble is leaving the stock market because it couldn't get you off the dating market.

昨天，这款约会应用宣布将被投资公司Ithaca Holdings以13亿美元收购，结束了它作为上市公司的历程，这个历程起初充满希望，但最终却像一场糟糕的分手。

Yesterday, the dating app said it would be taken private by the investment firm Ithaca Holdings for $1,300,000,000 ending the run as a public company that started out so promising but ended like a bad breakup.

和其他约会应用一样，Bumble过去几年一直在努力留住用户，尤其是那些对刷来刷去感到厌倦的Z世代。

Like other dating apps, Bubble has spent the past couple of years struggling to retain users, especially Gen Z who are so tired of swiping.

它试过各种转型方向，想重新刺激增长。

It's tried to pivot this way and that to kick start growth.

今年早些时候，它取消了那个著名的要求——必须由女性先发消息，还推出了一个叫B的AI红娘，帮你从一堆杂乱信息里理出头绪。

Earlier this year, it ditched its famous requirement that women must make the first move and it launched an AI matchmaker named B to help you cut through the clutter.

但这些目前都没见效。

None of it has worked yet.

最近一个季度，销售额暴跌了超过15%。

In its most recent quarter, sales plunged more than 15%.

付费用户数量下降，利润也大幅缩水。

The number of paying users fell and its profits got much slimmer.

不过它还没放弃。

But it's not given up yet.

在新东家接手、离开股市聚光灯之后，新的管理层会试着以更灵活的私营公司身份，找到一条前进的路。

Under new ownership and away from the stock market spotlight, new leaders will try to chart a path forward as a more nimble private company.

值得注意的是，这些领导者中不包括Bumble的创始人惠特尼·沃尔夫·赫德，她去年离开后又重新加入了公司。

And notably, these leaders won't include Whitney Wolf Heard, the founder of Bumble, who left and rejoined the company last year.

沃尔夫·赫德表示她将继续积极参与Bumble的事务，但两位男性联合CEO，也就是Ithaca Holdings的CEO们，将接管公司。

Wolf Heard said she'll remain actively involved with Bumble, but two male co CEOs, the same CEOs of Ithaca Holdings, will take the reins.

托比，Bumble给人留下了很深刻的第一印象，但最终投资者们却感到反感了。

Toby, Bumble made quite a first impression, but ultimately investors got the ick.

Bumble是死于千刀万剐。

It was death by a thousand cuts for Bumble.

对。

Yes.

人们正在经历约会应用疲劳。

People are experiencing dating app fatigue.

是的。

Yes.

疫情过后，也许人们以为约会应用会在年轻人的生活中占据更大的比重，但公司也经历了太多领导层变动。

Coming out of the pandemic, maybe people thought apps were gonna be a bigger portion of young people's lives, but they've also just had so many leadership changes.

他们的战略调整太多了。

They've had so many strategy shifts.

所有约会应用都在经历的一个重大变化就是AI的崛起，它会毁掉在线约会还是拯救它？

One big shift that every dating app is going through is the rise of AI, and is it going to kill online dating or save it?

还记得吗，Wolf Heard为Bumble做的最后一次大动作就是提出了这个新愿景，说AI可以重塑约会，她基本上是说，未来的约会就是AI管家之间互相交流。

And remember, Wolf Heard's kind of big last stand for Bumble was presenting this new vision where AI could reinvent dating, where she she basically said that, dating going forward will be AI, concierge interacting with each other.

所以，比如说，你有一个管家，它会和别人的管家互动，然后它们会说，哦，这两个人很合适，然后他们再见面。

So, like, you would have a concierge that would interact with someone else's and they would say, oh, these two people are compatible, then they'll meet in person.

这算是Bumble的最后一搏，也是最后的愿景。

That was kind of the final stand for Bumble, in the final vision.

谁知道这会不会真的实现，但确实是个很大的跌落，当你曾经靠一招鲜，把它当成你的招牌，然后那招不再管用了，那你还算什么公司？

Who knows if that's going to actually play out, but it has been a big fall from grace when you were a kind of a one trick pony and you made that your big thing, and then that was...

当那不再是你的特色时，你作为一家公司还有什么？

That ceased to be a differentiator, then what are you as a company?

我想聊聊这个跌落，因为如果你回到2021年，Bumble当时可以说是风光无限。

I want to talk about that fall from grace because if you go back to 2021, Bumble was kind of on top of the world.

它上市了，估值达到140亿美元。

It went public, had a $14,000,000,000 valuation.

惠特尼·沃尔夫·赫德是史上最年轻的女性，31岁就带领公司上市，成为白手起家的亿万富翁。

Whitney Wolf heard was the youngest woman ever at 31 years old to take a company public or become a self made billionaire.

非常成功的案例。

Huge success story.

她登上了无数杂志封面。

She was on the cover of so many covers.

然后人们就开始厌倦了滑动。

And then, you know, people just got tired of of swiping.

我觉得Bumble前首席营销官多米尼克·加列戈在LinkedIn上发的帖子很有意思。

And I thought this was a really interesting LinkedIn post by the former CMO of Bumble, Dominic Gallego.

他说，我在这里转述一下，整个行业都感到疲劳，因为滑动这个功能已经存在14年了。

He said, and I'm paraphrasing here, the whole category is suffering from fatigue as the swipe becomes a mechanic that is now 14 years old.

它仍然是所有约会业务的核心收入来源，但Z世代已经说不。

It remains the core cash engine of all dating businesses, but Gen Z have said no.

要克服这个问题，就是典型的创新者困境，也就是要替换掉你最主要的赚钱业务。

Overcoming this is textbook innovator's dilemma of replacing your core cash cow.

从根本上说，你需要刻意地、独立于核心业务之外，在远离公开市场关注的地方，去打造一个滑动功能的继任者。

There's a fundamental need to build a swipe successor deliberately and separately from the core business out of the scrutiny of the public market.

所以他很高兴Bumble没有上市，因为上市公司每三个月就要向投资者汇报财务状况，说，是的，我们的销售额又下降了15%。

So he is excited that Bumble is not going public because when you are a public company, you have to report your financials to investors every three months and say, yep, we had another 15% fall in sales.

但作为一家私营公司，你就不需要做这些事情，你可以花更长的时间，远离聚光灯，重新塑造自己，因为这就是他和其他很多人认为约会应用和Bumble所需要的。

But as a private company, you don't have to do those things and you can spend a longer time more, you know, away from the spotlight, reinventing itself because that's what he and a lot of other people thinks dating apps and Bumble needs.

不过我在看Hinge的收入。

I'm looking at Hinge revenue though.

第二季度增长了22%。

It grew 22% in the second quarter.

所以并不是所有的约会应用都这样，不是所有公司都在遭受这种滑动疲劳。

So it's not all dating apps, not all companies are suffering suffering from this swiping fatigue.

所以也许你只要专注于匹配的质量，实际上还是可以经营一家盈利的约会公司的。

So maybe if you just focus on the quality of matches, you can actually still run a profitable dating company.

接下来，AI时代第一波浪潮中的一家重要初创公司要倒闭了。

Moving on, a major startup from the first wave of the AI era is going bust.

Character.ai，这家让用户创建并和AI角色聊天的聊天机器人公司，已经申请了第11章破产保护。

Character.ai, a chatbot company that lets users create and talk with AI powered characters has filed for Chapter 11 bankruptcy.

对于这家曾经估值近30亿美元的AI明星公司来说，这真是从巅峰跌落。

It's a big fall from grace for the AI darling that was once valued at nearly $3,000,000,000.

由两位前谷歌研究员创立，Character.ai曾是全球最受欢迎的应用之一，尤其在青少年和儿童中，上线第一周就获得了近200万次安装。

Founded by two former Google researchers, Character.ai was one of the most popular apps in the world, especially amongst teens and kids, racking up nearly 2,000,000 installs in their first week after launch.

但它在那个年龄段中的受欢迎程度，最终成了它的致命弱点。

But its popularity amongst that age cohort turned out to be its Achilles heel.

公司深陷多起诉讼，指控其聊天机器人鼓励儿童自残、发展饮食失调，甚至自杀。

The company has been buried in lawsuits alleging its chatbots encourage children to self harm, develop eating disorders, and even commit suicide.

就在上周，肯塔基州总检察长公布了令人不安的聊天记录，其中聊天机器人告诉用户绝食或跳桥。

Just last week, Kentucky's attorney general released disturbing transcripts of chatbots telling users to starve themselves or jump off bridges.

但即使破产并面临法律麻烦，这家公司仍然不乏追求者。

But even in bankruptcy and facing legal trouble, the company is not without its suitors.

迪士尼已经出手了，但不是收购这家陷入困境的初创公司，而是出价2000万美元，授权使用它的一些技术和角色。

Disney has swooped in not to buy the entire troubled startup, but to offer $20,000,000 to license some of its technology and characters.

迪士尼认为，尽管争议不断，但这家公司还是有一些有价值的东西，可能对这家全球最大的娱乐公司有用。

The mouse thinks that underneath all the controversy are some bones that could be valuable to the world's largest entertainment company.

多年来，迪士尼一直对利用人工智能让人们与自己旗下的迪士尼角色互动感兴趣，而且它愿意花一笔小钱来赌一把，看看Character AI能否帮助实现这个目标。

For years, it's been interested in utilizing AI to let people interact with its own roster of Disney characters, and it's willing to make an inexpensive bet that Character AI can help with that goal.

成交，一家公司走到了尽头，但对迪士尼来说，这可能是新篇章的开始。

Deal, end of the line for one company, but maybe the start of something new for Disney.

迪士尼这波操作真是让人琢磨不透。

Disney of this all is fascinating.

真是又爱又恨的关系。

Very love hate relationship.

去年，迪士尼给Character AI发了一封停止侵权函，说要保护自己的知识产权，因为这些聊天机器人涉嫌冒充它的很多角色。

Last year, Disney sent Character Aye a cease and desist letter saying to, you know, to protect its IP because these chatbots were allegedly impersonating a bunch of its characters.

艾莎、莫阿娜、彼得·帕克、达斯·维达。

Elsa, Moana, Peter Parker, Darth Vader.

他们说，你们得赶紧停下来。

Said, you guys gotta knock that off.

但与此同时，今年早些时候，它聘请了Character.ai的前CEO担任自己的首席技术官。

But at the same time, earlier this year, it hired the former CEO of Character.ai as its own CTO.

谷歌和这家公司的经历也差不多。

And Google had a very similar trajectory with this company.

这家公司是由两位前谷歌员工创立的。

This company was started by two former Google employees.

2024年，谷歌支付了27亿美元来授权Character的一些技术，然后把那两个人重新招回了谷歌。

In 2024, Google paid $2,700,000,000 to license some of Character's technology, and then rehire those two guys back to Google.

所以很明显，这家公司里确实有非常聪明的人，还有非常厉害的技术，连迪士尼和谷歌这样的巨头都想要分一杯羹。

So apparently, this company had some really smart cookies working there, and some really amazing technology that the likes of Disney and Google all want a piece.

而且不只是他们，据报道，Meta和x AI也想跟Character AI合作，甚至想收购它。

And it's not just them, Meta and x AI also reportedly wanted to wanted to partner or even buy Character AI as well.

所以，就在它据说做了这些见不得人的事情的同时，还有一些...

So as it was doing reportedly all this shady stuff, there was some...

就像你说的，这公司底子确实不错，很多大公司都想试试水。

As you mentioned, some really good bones here that a lot of bigger companies want to take a crack at.

迪士尼早就对这类技术垂涎已久了。

Disney has been fiending for this sort of technology for a long time now.

还记得吗，之前它跟OpenAI达成过协议，让用户可以用迪士尼的IP通过Sora来创作视频。

Remember, it previously struck a deal with OpenAI that would allow users to create videos through Sora using Disney IP.

他们当时真觉得，嘿，如果我们顺着这个趋势，让大家用米老鼠扣篮之类的素材做视频——大家老拿这个举例——那我们就不用逆流而上了。

They really thought that, hey, if we lean into this and let people make videos of Disney or of Mickey Mouse dunking, that was like the example everyone always gave, then we're actually not fighting against the current.

我们这是在顺水推舟。

We're we're rowing with the current here.

让用户进到我们家里，用我们的角色来创作。

Let people into our house to create with our characters.

但后来没成，因为Sora被关停了。

That didn't work out because Sora was then shut down.

现在他们又打算再试一次。

Now they're trying again.

这赌注的风险要小得多。

It's a much lower stakes bet.

我还得说，这2000万美元的出价并不自动意味着迪士尼就能获得那些内容和技术的权利。

I should say too that the $20,000,000 bid doesn't automatically mean that Disney is going to earn the rights to that content and that technology.

这是一个“托底”出价。

It is a stalking horse bid.

我以前从没听过这个词，但基本上，它设定了其他人必须超越的起始出价。

Never heard that term before, but essentially, it sets the opening bids that others must beat.

所以，迪士尼已经表明了立场，也许没有其他人想处理Character.ai相关的法律问题。

So the fact that it has put its flag in the sand, maybe no one else wants to deal with the legal issues surrounding Character dot ai.

它可能会非常便宜地买下这家公司的资产，或者也可能引发一场竞标战，因为其他人也……

It might, you know, buy the assets of this company very cheaply, or maybe it will be a bidding war as others are in...

感兴趣。

Interested as well.

我们稍作休息，之后马上回来，继续讲间谍故事。

Let's take a quick break and come back with the story about espionage right after this.

尼尔，你的钱准备好了吗？

Neil, is your money ready?

我可不会再请你吃午饭了。

I'm not buying you lunch again.

我不是那个意思，不过说真的，我好饿。

Not what I mean, but also, please, I'm so hungry.

我的意思是，现在就该准备好你的钱，为2027年做足准备。

What I mean is now is the time to get your money ready for a strong 2027.

西北互助银行个性化的财务规划方法，能让你清晰、自信地结束今年，并以稳定和安心迈入新的一年。

Northwestern Mutual's personalized approach to financial planning can give you the clarity and confidence to end the year strong and move into next with stability and peace of mind.

他们会为你匹配一位财务顾问，根据你的实际情况，提出恰当的问题，帮你发现可能忽略的盲点和机会。

They'll match you with a financial professional who can meet you where you are and ask the right questions to uncover blind spots and opportunities you may not have considered.

访问nm.com开始吧。

Get started at nm.com.

就是nm.com。

That's nm.com.

西北互助人寿保险公司，位于威斯康星州密尔沃基。

The Northwestern Mutual Life Insurance Company, Milwaukee, Wisconsin.

今天看起来不错，托比。

Looking good today, Toby.

谢了，兄弟。

Thanks, man.

我的Stitch Fix盒子到了，所以我正式成为Morning Brew Daily最时尚的两位联合主持人之一。

My stitch fix box came in, so I'm officially one of the top two most stylist co hosts of Morning Brew Daily.

真巧。

What a coincidence.

我也是这里最时尚的联合主持人之一。

I'm also one of the most stylish co hosts here.

多亏了我的Stitch Fix造型师，一直帮我在镜头前看起来很棒。

Thanks to my Stitch Fix stylist, which has been helping me look really good on camera.

Stitch Fix让你轻松看起来和感觉都很好。

Stitch Fix makes it easy to look and feel good.

做个快速小测验，就能匹配到一位真人造型师，剩下的交给他就行。

Take a quick quiz to get matched with a human stylist who handles the rest.

今天就去 stitchfix.com/morningbrew 预约造型吧。

Get styled today at stitchfix.com/morningbrew.

网址是 stitchfix.com/morningbrew。

That's stitchfix.com/morningbrew.

心理健康可不是闹着玩的事。

Mental health is no laughing matter.

不像雪貂，那些小家伙可搞笑了。

Unlike ferrets, those little guys are hilarious.

对。

Yes.

但我们今天聊的不是雪貂，而是 Rula Health。

But we're not talking about ferrets, we're talking about Rula Health.

他们不是等事情严重了才处理，而是帮你获得高质量、负担得起的心理保健服务，有保险的话每次平均只要15美元。

Rather than dealing with things later, they help you access quality, affordable mental health care with sessions cost an average of $15 with insurance.

他们会对服务提供者进行审核，跟踪治疗效果，而且超过90%的患者反馈说感觉好转了，确实在进步。

They vet their providers, monitor outcomes, and over ninety percent of patients report feeling better and making real progress.

他们会帮你找到适合你需求的治疗师，这些治疗师擅长处理90多种不同的情况。

They help you find a therapist for your specific needs with providers specializing in over 90 conditions.

要开始的话，就去rula.com。

To get started, head to rula.com.

就是rula.com，迈出第一步吧。

That's rula.com and take the first step.

OpenAI刚刚在公司内部抓到了一个间谍。

OpenAI just caught a spy within its company.

联邦调查局逮捕了一名35岁的沙特员工，调查人员在其旧金山办公室一间会议室的电视USB端口里发现了一个隐藏的监听设备。

The FBI arrested a 35 year old Saudi employee after investigators discovered listening device hidden inside the USB port of a television in a conference room at its San Francisco office.

司法部表示，这个设备是被藏在卫生纸里带进去并藏起来的。

The device had been brought in and concealed in toilet paper, the justice department said.

OpenAI表示，没有证据表明源代码或客户数据被盗，该员工已于10月9日被解雇并被联邦调查局逮捕。

OpenAI says there's no evidence that its source code or customer data were stolen and that the employee was fired and arrested by the FBI on October 9.

作为调查的一部分，OpenAI表示他们利用自己的模型来帮助识别这个设备并揪出嫌疑人。

As part of their investigation, OpenAI said it utilized its own models to help identify the device and root out a suspect.

随着美中两国在人工智能领域争夺主导地位，开发这项技术的公司正面临越来越大的威胁，甚至来自内部的威胁。

You know, as The US and China race for AI supremacy, the companies building this technology are faced with bigger and bigger threats even from within.

美国当局目前正将此视为国家安全问题。

US authorities are currently treating this as a matter of national security.

这个叫阿卜杜勒·拉赫曼·阿尔福赞的家伙，据报道花了几周时间踩点这个特定的房间，因为这个房间只有OpenAI的高管才能预订。

This guy Abdul Rahman Al Fozan reportedly spent weeks scoping out this particular room because it can only be reserved by executives at OpenAI.

他们在将近两周前的一次安全扫描中发现了这个设备，并通知了联邦调查局。

They discovered the device during its security sweep nearly two weeks ago, alerted the FBI.

他们实际上找到了这家伙留在公司办公室另一处的一个包，在那个包里又发现了另一个监听设备。

They actually found a bag of this guy who he left in another part of the company's offices, and they found another listening device in that particular bag.

所以一切都指向……

So all point...

所有线索都指向了这家伙。

All signs pointed to this particular guy.

不过，现在问题远比答案多。

Still, there are way more questions than answers.

他是为自己干的吗？

Was he doing it for himself?

他是不是打算把这些信息卖给别的公司？

Was he gonna sell it to sell this information to another company?

他是不是在为某个国家效力？

Was he working for a particular nation state?

所以调查人员希望能查个水落石出，因为这对这些公司来说是个非常敏感的时期。

So investigators will hope to get to the bottom of this, because it comes at a very sensitive time for a bunch of these companies.

这些可是全世界最顶级的商业机密，这些前沿实验室在研发AI模型，OpenAI和Anthropic之间的竞争，还有中美之间的竞赛，都伴随着各种安全考量，而有人竟然在OpenAI最机密的会议室里装窃听器，这确实非常令人担忧。

These are some of the top trade secrets in the entire world, these Frontier Labs working on these AI models, the race between OpenAI and Anthropic, the race between US and China comes with all these safety considerations, and the fact that someone is just bugging the most top secret conference room at OpenAI is very concerning.

我觉得有个细节挺有意思的。

I thought this was an interesting detail.

据WCCF Tech报道，检方声称，与Alfonso配偶关联的一个聊天机器人账号，确实在搜索有关窃听设备的信息。

According to WCCF Tech, the prosecutors are claiming that a chatbot account tied to Alfonso's spouse actually was researching things about a listening device.

他们说，他或者某个人在9月24号到30号之间，提交了关于建造、安装、隐藏以及远程访问录音设备的提示。

They said he or somebody submitted prompts between September 24 and September 30 about building, installing, obscuring, and remotely accessing a recording device.

用Chatuchi BT来研究怎么去窃听Chatuchi BT制造商的办公室，这听起来有点太明显了。但话说回来，我也不知道，还是删掉你的历史记录吧，或者干脆别用你试图偷取商业机密的公司自己的产品。

Seems a little on the nose to research using Chatuchi BT how you're going to bug the offices of the Chatuchi BT maker, but always, I don't know, delete your history or don't use the very product of the company that you're trying to steal corporate secrets from.

接下来，美国银行刚刚被罚了一笔钱，这笔罚款可能让你的美国银行账户透支。

Moving on, Bank of America just got hit with a fine that would probably overdraw your Bank of America account.

财政部宣布，要求该公司支付12亿美元的罚款，原因是涉嫌洗钱违规。

The Treasury Department announced it's forcing the company to pay $1,200,000,000 in fines over alleged money laundering violations.

换句话说，就是它没有足够重视利用银行资金流动进行的金融犯罪。

In other words, it wasn't paying enough attention to financial crimes being committed using the bank's money flows.

如果这12亿美元的罚款听起来很多，那确实很多。

If that 1,200,000,000 penalty sounds like a lot, it is.

这是财政部对银行开出的第二高罚款，也是财政部历史上第三高的罚款。

It's the second biggest fine the Department has ever slapped on a bank and the third largest in the Treasury's history.

但他们说，这个惩罚和罪行是相称的。

But they say the punishment fits the crime.

美国银行被指控未能报告超过50亿美元的可疑交易，其中超过10亿美元涉及国家安全问题，包括中国的洗钱网络。

Bank of America is accused of failing to report more than $5,000,000,000 in suspicious transactions, more than 1,000,000,000 of which had national security implications, including Chinese money laundering networks.

在同意接受处罚的同时，美国银行承认违反了1970年的《银行保密法》，该法案要求银行与政府合作，共同检测和预防洗钱活动。

And agreeing to the penalty, Bank of America acknowledged it violated the 1970 Bank Secrecy Act, which puts the onus on banks to detect and prevent money laundering working hand in hand with the government.

美国银行在一份声明中表示，金融犯罪合规是严肃的事情，我们有责任确保做到位。

Bank of America said in a statement, financial crime compliance is serious, and we are responsible for getting it right.

所以50亿美元的可疑活动听起来很多，但换个角度看，美国银行是美国第二大银行。

So $5,000,000,000 in suspicious activity sounds like a lot, but just to put that in perspective, Bank of America is the second largest bank in the country.

它每年为个人客户处理约4.5万亿美元的支付。

It processes about $4,500,000,000,000 in payments for individual customers every year.

但接下来还有更厉害的。

But then here we go.

该银行为企业客户处理450万亿美元的支付，包括工资、信用卡、供应商付款等。

The bank handles $450,000,000,000,000 in payments for corporate customers who are doing things like payroll, credit cards, supplier payments, etcetera.

所以它必须密切关注大量资金进出其系统。

So it has to keep an eye on a lot of money going in and out of its system.

不过，你不能故意视而不见。

You can't willfully turn a blind eye, though.

这正是联邦反洗钱检察官关注的重点。

That's the big thing that federal, anti money laundering prosecutors are looking at here.

如果你看到有问题发生，不能指望检察官自己去发现。

If you see that something is happening, you can't just hope that prosecutors will pick it up.

就是说……

It's...

你有责任要么提醒他们，要么采取行动。

The onus is on you to either alert them or do something about it.

最后，我们快速过一下几条重要新闻。

Finally, let's sprint to the finish with some final headlines.

六旗又出事了。

Six Flags has another tragedy on its hands.

周一，在亚特兰大郊外的六旗乐园发生一起事故，导致一人死亡，这家游乐园运营商暂时关闭了六个园区中的九座过山车。

The amusement park operator temporarily shut down nine roller coasters across six parks on Monday after one person died in an incident at a Six Flags outside Atlanta.

当局还在调查到底发生了什么，但目击者说，一名男子在乘坐“歌利亚”过山车时，因为安全束缚松脱而从车上掉了下来。这座过山车高200英尺，时速可达70英里。

Authorities are still investigating what happened, but eyewitnesses reported that a man fell from the coaster after his restraints came loose during a ride on Goliath, a 200 foot tall coaster that reaches speeds of 70 miles per hour.

不幸的是，对六旗来说，这并非孤立的意外。

Unfortunately, this isn't an isolated accident for Six Flags.

不到两周前，其加州乐园因诉讼指控严重脑损伤，而退役了著名的X2过山车。

Less than two weeks ago, its California park retired the famous x two roller coaster following lawsuits alleging serious brain injuries.

公司代表表示，六旗出于谨慎考虑，关闭了八个类似的游乐设施，并补充说对游客事件深感悲痛。

A company representative said Six Flags was closing the eight similar attractions out of an abundance of caution, adding it was deeply saddened by the guest incident.

这对过山车专家来说真是个谜，因为设计这座过山车的公司，博林格和马瓦拉德，是瑞士的。

This is a real head scratcher for roller coaster experts because the firm that does design this coaster, Bollinger and Mavalard, they're Swiss.

他们以打造非常可靠、非常安全的游乐设施而闻名。

They are known for creating very reliable and very safe rides.

他们被形容为过山车界的宝马。

They have been described as the BMW of roller coasters.

所以专家们都在想，这怎么可能发生。

So experts are just wondering how this could have happened.

不管怎么说，这对六旗来说都是一个非常糟糕的时刻和事件。

Either way, it's a really bad moment and a bad incident for Six Flags.

而且这家公司的股票，过去几年真的经历了很多波折。

The stock as well, this company has really gone through it over the past couple of years.

他们几年前和雪松会合并了，但新公司的首席执行官去年辞职了。

They merged with Cedar Fair a couple of years ago, but then the CEO of that new company stepped down last year.

自合并完成以来，六旗的股价下跌了80%，而昨天事故发生后，又暴跌了14%。

Shares of Six Flags were down 80% since the merger closed and they plunged another 14% yesterday after this accident.

他们不得不关闭全国其他九个类似的过山车。

They had to close nine other similar coasters around the country.

所以再说一次，事故原因还在调查初期，但显然，这真是一个疯狂的意外，而且非常悲惨。

So again, in the early stages of how this happened, but obviously, it's just a a crazy accident and something that's extremely tragic.

最后，忘了你的Facebook密码吧。

And finally, forget your Facebook password.

黑客现在盯上了食品供应。

Hackers are now going after the food supply.

周一，法国主要连锁超市确认他们的冷藏设备遭到了网络攻击，有些情况下温度被调到了122华氏度，还引发了火灾。

On Monday, major supermarket chains in France confirmed their refrigerators got hit with a cyber attack that in some cases raised the temperature to 122 degrees Fahrenheit and caused fires.

不用说，大量新鲜和冷冻食品不得不被扔掉。

Needless to say, a lot of fresh and frozen food had to be thrown out.

大约有700家门店成为目标，一位零售业CEO表示，仅一天的损失就高达数千万欧元。

About 700 locations were targeted and one retail CEO said the losses from a single day would total into the tens of millions of euros.

网络安全专家表示，这次攻击给全世界敲响了警钟。

Cyber experts said the attack was a wake up call for the world.

当把基础设施连接到互联网上，比如远程控制的超市冷藏设备，就必须做好充分防护，因为一旦有漏洞，黑客就会利用它。

When he put infrastructure on the Internet like remote controlled supermarket refrigeration, he better be buttoned up because if there is a vulnerability, hackers will exploit it.

调查正在进行中，但还没有人声称对这次攻击负责，检察官也尚未确认任何嫌疑人。

An investigation is ongoing, but no one has claimed responsibility for the attack and prosecutors haven't identified any culprits.

有趣的是，食品安全成了网络攻击的另一个大问题领域。

It's fascinating that food security has become another arena where cyber attacks is a big issue.

现在不只是窃取信用卡号码那么简单了。

It's not just stealing credit card numbers anymore.

不只是偷你的脸书密码那么简单了。

It's not just stealing your Facebook password.

就像你提到的，现在攻击的目标是保障食品供应安全的关键设备，这显然是个大问题。

As you mentioned, you're actually going after equipment essential to keeping the food supply safe, which is obviously a major issue.

这里的大背景是，人工智能让网络攻击变得更快、更容易大规模实施。

The back round noise here is that AI is making cyber attacks a lot more faster, easier to scale.

这正是那些公司一直在警告的。

That is what these companies have been warning about.

这就是为什么我们有时会看到前沿模型的部署或开发速度放缓，因为他们担心坏人会拿到这些模型，然后发动各种网络攻击。

That's why we see sometimes a slow down the the speed of frontier model deployment or development because they are afraid that bad actors can get their hands on these models and just execute all of these cyber attacks.

再说一次，我不确定这次攻击背后是不是有人工智能参与。

Again, not sure if AI was behind this attack or not.

关于幕后黑手，几乎没有任何信息。

There's very little info about who was behind it whatsoever.

但每当你听到重大网络攻击的消息，脑子里总会忍不住想：这里面有没有人工智能的影子？

But whenever you hear major cyber attack, your brain can't help but think about was AI involved in it or not.

想象一下，打开杂货店的冰箱，里面有

Imagine opening the refrigerator in a grocery store and there's

120度。

120.

冒烟了。

Smoke coming out.

不是那种冷冻柜的灰尘

It's not like the freezer dust

像桑拿房。

A sauna.

蒸汽。

Steam.

就是桑拿房。

It's a sauna.

所以那就是……

So that is...

想想都觉得不可思议。

It's just crazy to think about.

好。

Okay.

我们每周三的节目最后都有一个建议箱环节，我和托比会分享一个推荐，帮大家度过一周中最难熬的时候。

We close out every Wednesday show with suggestion box where Toby and I share a recommendation to get you over the hump of the week.

托比，为了奖励你马拉松式的表现，这次让你先来。

Toby, as a reward for your marathon performance, I'll let you go first.

你提到这个我太高兴了，因为我最近正迷上跑步，所以我就直接给大家推荐几款跑鞋吧。

I'm so glad that you brought that up because I'm on a bit of a running kick right now, so I'm just gonna hit people with some shoe recommendations.

对我来说，训练时最好有双跑鞋轮换着穿，一双用于轻松跑，一双日常训练，一双间歇跑，甚至还有一双比赛用鞋。

To me, when training is best to have a shoe rotation, one for easy days, one everyday trainer, an interval shoe, and even a race shoe.

那我就每个类别各推荐一款。

So I'll just give a rec in each category.

轻松跑和有时候长距离跑，我超爱Nike Vomero Plus。

For easy days and and sometimes long runs, I love the Nike Vomero Plus.

它绝对是我有史以来最喜欢的鞋子之一。

It's up there with one of my favorite shoes of all times.

它超级舒服，泡沫特别厚。

It is so comfy, so much foam to it.

这不是你在跑鞋里会追求的优点，但它确实能让你高出一英寸到一英寸半，如果你喜欢的话。

This is not a benefit that you're looking for in a running shoe, but it does make you about an inch, inch and a half taller if that's something that you're into.

日常训练鞋的话，我超爱亚瑟士的NovaBlast。

For a daily trainer, I love the a six NovaBlast.

尼尔，你也有这双。

Neil, you have these.

你特别信赖它。

You swear by these.

从长跑到节奏跑，它都特别适合。

They're great for everything from long runs to tempo work.

如果你想要一双跑得更快的鞋，我推荐阿迪达斯的Adi Zero Evo。

If you want a shoe that does go a little faster, I like the Adidas Adi Zero Evo.