反世界经合组织的埃隆·马斯克首次亮相达沃斯，“罪人”打破奥斯卡提名纪录

早上好，欢迎收看《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·霍威尔。

And I'm Toby Howell.

今天，《罪人》创造了奥斯卡历史。

Today, Sinners makes Academy Awards history.

而《激烈竞争》做到了不可能的事，让人们对冰球产生了兴趣。

And Heated Rivalry has done the impossible, getting people to care about hockey.

今天是1月23日，星期五。

It's Friday, January 23.

让我们出发吧。

Let's ride.

早上好，周五快乐。

Morning and happy Friday.

不过，我们实际上是在周四下午录制的，因为明天一早我们要从瑞士起飞。

Though, we are actually recording this Thursday afternoon since we have a flight out of Switzerland in the morning.

达美航空的WiFi还不足以让我们在超经济舱里录制播客。

The Delta WiFi isn't quite there yet to record a podcast from Extreme Basic Economy.

这周发生了许多重大新闻，但最令人兴奋的头条新闻，我们交给社交媒体制作人安妮·贝内特。

There's been a lot of huge news this week, but for probably the most exciting headline, we're gonna hand it over to social producer Annie Bennett.

安妮，有什么好消息？

Annie, what's the good word?

我们有个突发新闻：Morning Brew将于2月5日星期四晚上7点在纽约的Caveat举办一场综艺秀。

We got some breaking news that Morning Brew has a variety show at Caveat in New York City Thursday, February 5 at 7PM.

如果你和朋友们想现场观看我们和比利·托比的演出，这场秀就是为你准备的。

If you and your friends wanna watch us Billy Toby live on stage, this is the show for you.

那我呢？

What about me?

嗯，尼尔根本没被邀请，但没关系，因为他肯定会自己来，到时候我们再欺负他。

Well, Neil was frankly not invited, but that's okay because he's gonna show up anyway, and we'll bully him then.

所以一切都好。

So all good.

这将会是最棒的视频、小品和单口喜剧。

It's gonna be the best video, sketch, stand up.

这是你在网上能看到的最棒的Morning Brew内容，但这次当你觉得无聊时，可没法快进。

It's the best Morning Brew content that you can see online, but this time you can't scroll ahead when it's boring.

我讲得够吸引人吗？

Am I selling this well?

别回答这个问题。

Don't answer that.

Annie，你都能把水卖给鱼了，但现在请离开我们的演播室吧。

Annie, you could sell water to a fish, but please get out of our studio now.

购票链接会在我们的节目简介中提供。

The link to buy tickets to the show will be in our show description.

我会去的。

I will be there.

尼尔可能会去，我们也希望你能来。

Neil will probably be there, and we hope to see you there as well.

接下来让我们听听赞助商Indeed的广告。

And now a word from our sponsor Indeed.

托比，你正在做些什么来做出更好的人员决策？

Toby, what are you doing to make better workforce decisions?

我会问我们的制片人艾米丽她的看法，然后同意她的观点。

I ask our producer Emily what she thinks then agree with her.

聪明人。

Smart man.

但若要获得更基于实时数据的洞察，本周达沃斯正在举行世界经济论坛。

But for even more insights grounded in real time data, there's the World Economic Forum in Davos this week.

Indeed正在那里深入探讨人工智能如何改变工作、技能以及雇主的采纳情况。

Indeed is there diving into things like how AI is transforming jobs, skills, and employer adoption.

Indeed将分享关于全球劳动力市场的实时洞察，以及领导者如何应对未来的劳动力挑战与机遇。

Indeed will be sharing real time insights into the global labor market and how leaders can navigate the workforce challenges and opportunities ahead.

Indeed通过其全球劳动力市场与职场趋势报告，帮助商业领袖和招聘专业人士深入了解这些视角。

Indeed's helping business leaders and hiring professionals dive into these perspective through Indeed's global labor market and workforce trends report.

这些洞察还包括就业机会增长的领域、技能短缺与错配如何影响企业绩效，以及移民模式如何塑造劳动力能力。

These insights also include where job opportunities are growing, where skill shortages and mismatches could impact business performance, and how immigration patterns are shaping workforce capacity.

了解更多，请访问 indeed.com/davos。

Learn more at indeed.com/davos.

网址是 indeed.com/davos。

That's indeed.com/davos.

埃隆·马斯克讨厌达沃斯。

Elon Musk hates Davos.

他自己就这么说过。

He said so himself.

然而，这位全球最富有的人今年却意外现身世界经济论坛，或许是因为嫉妒MBD也在这里。

And yet, the world's richest man made a surprise appearance at the World Economic Forum this year, perhaps jealous of MBD's presence here as well.

在由拉里·芬克主持的主舞台访谈中，马斯克一如既往地畅谈未来。

In an interview on the main stage moderated by Larry Fink, Musk waxed on the future as only he can.

他描绘了一个未来世界，其中机器人数量最终将超过人类。

He hyped up a world where there will eventually be more robots than people.

这一预测可能与他预告特斯拉的Optimus机器人将于明年面向公众销售有关。

That prediction might have something to do with the fact that he also teased the sale of Tesla's Optimus robots to the public by next year.

他对人工智能的预测也毫不保留，认为今年年底就会出现比任何人类都更聪明的AI。

He didn't hold back on his AI predictions either saying that he thinks there'll be an AI smarter than any human by the end of this year.

五年后，人工智能将比全人类 collectively 更聪明。

And in five years from now, AI, quote, will be smarter than all of humanity collectively.

一场马斯克的访谈若没有提到火星就不完整，而他果然提到了：人们问我，我想死在火星上吗？

It wouldn't be a Musk interview without a Mars mention either, and Elon delivered saying, people ask me, do I want to die on Mars?

我说，但别是摔死在那儿。

And I'm like, but not on impact.

你可能不信，这句话引来了笑声。

That got a laugh, believe it or not.

你可以把他这半小时的发言看作是他最经典言论的合集：火星、人工智能、机器人、机器人出租车，全是马斯克的老生常谈。

You can describe the half hour he spent on stays as a collection of his greatest hits, Mars, AI, robots, robotaxis, all familiar Musk talking points.

但既然它为大会画上了首尾呼应的句号，尼尔，它如何融入今年世界经济社会论坛的更广泛主题中呢？

But given that it book ended the conference, Neil, how did it fit into the broader themes that dominated this year's WES?

是的。

Yeah.

这里有个笑话，说本周在达沃斯的两大主题就是特朗普和人工智能。

There was a joke that there were two main themes here in Davos this week, which was Trump and AI.

人们大量谈论特朗普、格陵兰、关税以及美国与欧洲之间的分裂。

Talked a lot about Trump and the Greenland of it all and the tariffs and the schism between The United States and Europe.

我们之前没怎么谈人工智能，但这一周人人都在讨论它。

We haven't talked as much about AI, but everyone was talking about it this week.

人工智能领域出现了一个黑马，我想聊聊它。

There was a breakout player in AI and I wanna talk about them.

这家公司叫Anthropic。

It's the company Anthropic.

几年前还没人听说过这家公司。

No one knew about this company a few years ago.

它曾经只是一个小型AI实验室，如今其首席执行官达里奥·阿马德被视为关于人工智能大规模普及后未来图景的权威预言者之一。

Was just a small AI lab and now CEO Dario Amade is seen as one of the truth sayers or one of the prognosticators about what a future could look like with mass adoption of AI.

他是一位正在开发人工智能的人，但同时也对人工智能可能引发的巨大经济不平等持相当悲观的态度。

And he is someone who is developing AI, but at the same time quite pessimistic about the possibilities that could lead to huge economic inequality from artificial intelligence.

他说，大约一千万人，其中七百万位于硅谷，可能会与社会其他部分脱钩。

He said that 10,000,000 people, about 7,000,000 of them in Silicon Valley could quote, decouple from the rest of society.

因此，他们将享受到高达50%的GDP增长，而其他人则被抛在身后。

So they would enjoy as much as 50% GDP growth while the others were left behind.

他描绘了一幅整体全球经济因人工智能而增长5%至10%的图景，但这同时伴随着10%的失业率。

He painted a picture of the overall global economy growing at five to 10%, which is crazy because of AI, but there would also at the same time be 10% unemployment.

他说，这种组合我们几乎从未见过。

He said that's not a combination we've almost ever seen before.

过去几年我们很少听到Anthropic的声音，但达里奥已成为人们在预测未来时最关注的人物之一。

So we never we haven't heard that much from Anthropic over the past few years, but Dario has become one of the people that people listen to the most when it comes to prognostications about the future.

这与今年大会的开场基调非常契合——今年负责主持世界经济论坛的拉里·芬克表示，如果我们不够谨慎，人工智能绝对会加剧过去几十年中出现的全球不平等。

And that fit very well into how the conference kicked off this year, which was Larry Fink who is kind of running, WEF this year saying, if we're not careful, AI can absolutely exacerbate the global inequality that we have seen emerge over the past few decades.

从会议一开始到结束，这都是一个主要的讨论话题。

Like, that was a main talking point from the very beginning of the conference to the very end.

还有一些末日预言者在讨论AI是否会成为一个泡沫。

There was also a couple of doomsday prognosticators in terms of will AI be a bubble or not.

OpenAI董事会前主席布雷特·泰勒表示，AI很可能是一个泡沫，正在疯狂地吸引聪明资金和愚蠢资金投入公司。

Brett Taylor, who is the former chair of OpenAI's board, said that AI probably is a bubble that is causing both smart money and dumb money to fund companies like crazy.

这无疑是一个热门的金句。

So that was definitely a buzzy sign sound bite.

微软CEO萨提亚·纳德拉表示，如果AI消耗大量能源却缺乏实际效益，它可能会失去社会的认可。

Satya Nadella, CEO of Microsoft said, AI could lose its social permission if it burns too much energy without real world benefits.

这些是我们听到的一些较为消极的言论。

So those are some of the more negative sound bites that we heard.

是的。

Yeah.

但归根结底，弗雷德·泰勒是OpenAI的董事长。

But Fred Taylor was like at the end of the day, he's the chairman of OpenAI.

他对人工智能非常乐观。

He's very bullish on AI.

他是OpenAI的董事长。

He's the chairman of OpenAI.

他说，不管最终结果如何，这都将是一项革命性的技术。

And he said that, well, however things shake out, this will be a revolutionary technology.

让我们谈谈我们个人的经历。

And let's talk about our personal experience.

我们在录制完这些播客后坐在这里，采访了一群创始人，其中许多人从事人工智能领域，与他们交谈让我觉得非常有趣，因为我们聊到了他们的业务。

We sat here after we recorded these podcasts and interviewed a bunch of founders and many of them were in the AI space and talking to them was really I thought very interesting because we talked to them about their businesses.

有些公司做人工智能，有些不做，但他们基本都表示，自从2022年11月ChatGPT发布以来，经济和他们的公司都发生了翻天覆地的变化。

Some were doing AI, some were not doing AI, but they basically said at when ChatGPT was released November 2022, like everything changed about the economy, about their companies.

当然，他们持更乐观的态度，因为他们正在创办公司。

And you know, obviously they are on the more optimistic side because they are building companies.

但令人震惊的是，在达沃斯，人们普遍感受到人工智能正处在一个关键的转折点上。

But it was just striking to hear how how much of a hinge point it feels like AI is here at Davos.

其中一个最能体现这一点的创始人是我们采访的一位网络安全领域的创始人。

One of the biggest founders that exemplified that was we talked to a cybersecurity founder.

是的，

He's like, yeah.

现在有了AI，公司遭受的攻击比以往任何时候都多得多，也更加复杂。

Companies are getting attacked way more now that AI is a thing, way more sophisticated than ever before.

但与此同时，我们也有工具来应对这些攻击。

But at the same time, we also have the tools to combat that.

因此，这确实同时改变了问题的两个方面，尤其是在安全领域，也常常在编程中如此。

So it really is both chain changing both sides of the equation, oftentimes in security, oftentimes in coding as well.

除了AI之外，达沃斯还发生了一些有趣的事情。

On a non AI front too, there were some funny stuff that happened in Davos as well.

我想提一下，法国总统埃马纽埃尔·马克龙的飞行员墨镜成了一个热门话题。

One that I want to mention, French president Emmanuel Macron's Aviator sunglasses were a major storyline.

他在一次演讲中戴着眼镜 indoors，网络侦探们后来查出了他戴的是哪个品牌的墨镜。

He wore them inside during one of his speeches, and Internet sleuths kinda figured out what is this brand of sunglasses he's wearing.

它们售价659欧元。

They're €659.

它们是法国Maison Henry Julien品牌的眼镜，当他戴上这副眼镜登台时，几乎让该品牌的网站崩溃了。

They're French made frames from Maison Henry Julien, and it basically crashed the brand's website when he went on stage to wearing these things.

这让我也想在室内戴飞行员墨镜了，因为这造型真的很酷。

It made me wanna start wearing Aviator sunglasses indoors because it's quite the look.

该公司的股价上涨了28%。

And the company's stock was up 28%.

我们需要明确一点，他戴这副眼镜并不是为了时尚宣言。

We should be clear, he's wearing them not for the fashion statement.

也许他是，但他确实也有眼睛血管破裂的情况。

Maybe he is, but he also has a burst blood vessel.

好吧。

Alright.

继续。

Moving on.

赢家赢家，鸡肉罪人。

Winner winner chicken sinners.

瑞恩·库格勒的历史吸血鬼史诗《罪人》获得了16项奥斯卡提名，创下了奥斯卡历史上提名数量的新纪录。

Ryan Coogler's historical vampire epic sinners scored 16 nominations for the Academy Awards, setting a new record for the most Oscar nominations in history.

之前的纪录由《泰坦尼克号》、《爱乐之城》和《彗星美人》并列保持，各获14项提名。

The previous record was a tie between Titanic, La La Land, and All About Eve with 14 apiece.

《罪人》之后，保罗·托马斯·安德森的行动过山车式影片《一场接一场的战斗》获得了13项提名，使这两部影片成为周四早晨奥斯卡提名公布日的最大赢家。

After Sinners, Paul Thomas Anderson's action roller coaster one battle after another received 13 nods, making those two films the big winners from the Oscar nomination announcement Thursday morning.

它们还有一个共同点。

They also share a common thread.

《罪人》和《一场接一场的战斗》都是极具原创性的、聚焦美国本土文化的影片，预算高昂，似乎与我们当下的文化与政治氛围产生了强烈共鸣。

Both Sinners and one battle after another are highly original Americana focused films with huge budgets that seem to resonate with our cultural and political moment.

还有谁在竞争呢？

Who else is in the running?

好吧，我们来看看最佳影片奖——最具声望的类别。

Well, let's head to best picture, the most prestigious category.

与《Sinners》一同入围最佳影片的还有《Bougonia》、《F One》、《弗兰肯斯坦》、《哈姆内特》、《Marty Supreme》、《秘密特工》、《情感价值》和《列车梦》。

Joining Sinners in one battle are Bougonia, f one, Frankenstein, Hamnet, Marty Supreme, The Secret Agent, Sentimental Value, and Train Dreams.

在最佳男主角方面，《Sinners》中的迈克尔·B·乔丹和《One Battle》中的莱奥将与《Blue Moon》中的伊桑·霍克竞争。

For best actor, Michael b Jordan from Sinners and Leo from One Battle will go up against Ethan Hawke from Blue Moon.

《秘密特工》中的瓦格纳·莫拉和《Marty Supreme》中的提莫西·查拉梅特。

Wagner Mora from The Secret Agent and Timothy Chalamet in Marty Supreme.

在最佳女主角方面，杰西·巴克利凭借在《哈姆内特》中的表演成为压倒性热门人选。

For best actress, Jesse Buckley is the overwhelming favorite for her performance in Hamnet.

其他提名者还包括《如果我有腿，我会踢你》中的罗斯·伯恩、《Sing Song Blue》中的凯特·哈德森、《情感价值》中的雷娜特·莱恩斯韦以及《Begonia》中的艾玛·斯通。

Also in the running are Rose Byrne in If I Had Legs, I'd Kick You, Kate Hudson in Sing Song Blue, Renate Rainswe from Sentimental Value, and Emma Stone in Begonia.

托比，我知道你新年的一个决心已经变成了一个电影发烧友。

Toby, I know one of your news New Year's resolutions has become a movie snob.

你对这些提名有什么看法？

Thoughts on these nominations?

嗯，我看了提莫西·查拉梅特在《Marty Supreme》中的表演，也看了《One Battle After Another》。

Well, I saw Tobey Chalamet in Marty Supreme, and I saw one battle after another.

但从那以后，事情就变得有点复杂了，我最大的感受是，所有这些线索似乎都指向华纳兄弟探索公司。

It gets a little dicey for me after that, but my big takeaway from this is that all these roads seem to lead back to Warner Brothers Discovery.

《罪人》和《一场又一场的战斗》都是华纳制作的。

Sinners and one battle after another were both produced by Warner.

总的来说，这家制片厂以30项提名领跑整个奥斯卡提名名单。

In in total, the studio led the entire Oscars nomination process with 30 nods.

但你也不能忽视Netflix，因为我们过去几个月一直在谈论什么？

And then you also have to look over at Netflix because what have we been talking about for months now?

Netflix有意收购华纳兄弟探索公司的交易。

Netflix's deal to potentially buy Warner Brothers Discovery.

他们表现得相当不错。

They did pretty well.

他们有《弗兰肯斯坦》和《列车梦》。

They had Frankenstein and Train Dreams.

他们总共获得了18项提名。

They earned 18 nominations as a whole.

所以你想想把这两种力量合并在一起。

So you think about combining those two forces into one.

这么多奥斯卡提名都集中在一家公司里。

That's a lot of Oscar nominations under one roof.

还有一个有趣但不太受关注的故事线，大家值得关注一下：Neon，这家非常独立的制片公司制作了《情感价值》《秘密特工》等外语电影，也获得了18项提名。

One fun under the radar storyline that I think people should look out for, Neon, a very indie producer of foreign language films like Sentimental Value, like The Secret Agent, also racked up 18 nominations.

和Netflix一样，但我想它的预算可能要小一些。

The exact same thing as Netflix with, I would imagine, a little bit of a smaller budget.

说到Netflix，我想聊聊《K-pop恶魔猎人》。

Speaking of Netflix, I wanna talk about k pop demon hunters.

《K-pop恶魔猎人》是Netflix有史以来观看人数最多的电影。

Now k pop demon hunters is Netflix's most viewed movie ever.

它在影院上映了几个周末，所以在奥斯卡提名中不太显眼，但它获得了最佳原创歌曲提名。

It got a few weekends in theaters, so it doesn't show up so much in the Oscars, but it is nominated for best song, best original song.

当然，这首歌就是《Golden》。

Of course, that song is Golden.

所以我觉得这个肯定会获奖。

So I I think that's gotta win.

这是我最喜欢的歌曲之一。

That's one of my favorite songs of the

年。

year.

我为这个节目做准备时听了无数遍《Golden》，这首歌已经深深烙在我脑子里了。

The the amount of times I've prepped for this show while listening to Golden, it is permanently seared into my brain.

还有另一件事值得关注，就是瑞安·库格勒几个月前达成的那份引起轰动的协议。

One other thing to look at as well is Ryan Coogler's deal that made a bunch of waves a few months ago.

记得吗？《黑豹》的导演瑞安·库格勒与华纳兄弟达成了非常非传统的协议，这意味着他将在2050年完全拥有这部电影。

Remember, Ryan Coogler, director of Sinners, had this very unorthodox agreement with Warner Brothers for Sinners, which means he will actually own the movie outright in 2050.

电影公司从不这么做。

This is not a thing movie studios do.

电影公司的价值取决于它们的片库有多优秀。

Movie studios are valued based off how good their catalogs are.

他们并不愿意轻易放弃这些影片库。

They don't wanna give up those catalogs lightly.

这彻底改变了游戏规则。

This kind of completely changed the game.

这会改变好莱坞与导演们达成协议的方式吗？

Is this gonna change the way that Hollywood makes deals with directors?

《造梦之家》如今成为历史上获得提名最多的电影，这只会让这部电影更加值钱，也让这笔交易显得更加有远见。

The fact that Sinners is now the most nominated movie ever is only gonna make this movie even more valuable and make that deal look even more prescient.

那么现在的问题是，会有人看奥斯卡颁奖典礼吗？

So the question now is, is anyone gonna watch the Oscars?

过去几年里，我们都在问这个问题。

That's what we've all been asking for the past few years.

去年，康南·奥布莱恩主持了颁奖礼，ABC的收视率达到了五年来的最高点，约有1970万人收看。

Last year, Conan O'Brien hosted and the ratings hit a five year high for ABC about 19,700,000 people tuned in.

这比前一年的1950万人有所上升。

That was up from 19,500,000 the year before.

就在2019年，还有三千万人观看奥斯卡颁奖典礼。

As recently as 2019, there were 30,000,000 people watching the Oscars.

所以康纳·奥布莱恩又要主持了。

So Conan O'Brien is going again.

这件事发生在三月。

This is happening in the March.

当然，到2029年，奥斯卡将离开ABC转投YouTube，我们将看到这如何改变电视转播。

And then of course, in 2029, the Oscars is leaving ABC and going to YouTube, and we're gonna see how that changes the telecast.

我希望它能变得更短，但这并不是因为YouTube不需要为之后的节目让路。

I hope it makes it shorter, but it's not going to be because YouTube doesn't have to end for anything coming after.

问题是，去年这个颁奖典礼的时长达到了三个小时五十分钟。

And the problem is this this thing run time last year was three hours and fifty minutes.

听我说。

Listen.

今年，金球奖新增了播客类别。

We saw the Golden Globes add a podcast category this year.

奥斯卡，你想想看。

Oscars, just think about it.

奥斯卡奖，你想想看。

Academy Awards, just think about it.

我们就坐在这里。

We're sitting right here.

继续。

Moving on.

这是本周股票、本周狗狗的时间，这个环节我们要选出一只股票完美煮出弹牙的意大利面，另一只股票则让面条变得软烂。

It's stock of the week, dog of the week time, the segment where we pick one stock that cooks their pasta perfectly al dente and one stock that lets those noodles get soggy.

我在达沃斯的预展游戏中赢得了冬季两项，所以我先来。

I won the preshow game of a biathlon out here in Davos, so I'm up first.

我这周的足球表现简直是指数级增长。

And my soccer week has been seeing hockey stick growth.

这 literally 就是冰球比赛。

It's literally the game of hockey.

在HBO热门剧集《激烈竞争》走红之后，人们对这项真实运动的兴趣也在升温。

In the wake of the breakout HBO hit heated rivalry, interest in the actual game is heating up too.

SeatGeek表示，该剧去年首播后，其每周冰球票务销量增长了20%以上，而StubHub的搜索量也飙升了75%，据彭博社报道。

SeatGeek said its weekly hockey ticket sales jumped over 20% after the show first aired last year, while StubHub saw searches jump 75% according to Bloomberg.

霍兰德和罗森诺夫正在为这项运动吸引大量新粉丝。

Hollander and Rosenoff are introducing a lot of new fans to the game.

彭博社采访了TikTok上一名兼职书籍内容创作者尼亚拉·威廉姆斯，她看完该剧后花175美元买了一张单人票，去看佛罗里达豹队的比赛。

Bloomberg talked to Nyala Williams, a part time book content creator on TikTok who spent a $175 on a solo ticket to watch the Florida panthers play after watching the show.

StubHub的数据也反映了这一趋势，首次购买冰球票的用户数量增长了5%。

StubHub is seeing this reflected in their data as well with hockey ticket purchases from first time buyers jumping 5%.

对于任何——咳，尼尔——错过这部剧崛起的人，这部讲述两名对手冰球运动员之间炽热恋情的剧集，改编自蕾切尔·里德的《改变游戏者》系列小说。

For anyone, cough, Neil, who has missed the rise of this show, the story which documents a steamy romance between two rival hockey players is based on the book series from Rachel Reid called game changers.

在HBO接手之前，该剧由加拿大流媒体平台Crave制作，并在加拿大安大略省以极低的预算拍摄。

Before HBO picked it up, the show was produced for Crave, a Canadian streaming service, and was filmed around Ontario, Canada on a shoestring budget.

它如今已演变成一场全面的现象级热潮。

It since turned into a full on phenomenon.

尼尔，你还没看过，但这项运动本身正迎来巨大增长。

Neil, you haven't seen it yet, but the game itself is seeing a major boost.

我们回到美国后，将迎来一场大暴风雪，我保证到时候一定一口气看完。

We're gonna we're when we come back to The United States, there's gonna be a massive snowstorm, and I promise I will binge it then.

好的。

Okay.

我很快就会看。

I'm watching it soon.

我们回家的航班很长。

We have a long flight home.

我会在接下来几天里的某个时候看。

I will watch it at some point over the next couple of days.

看到冰球队和NHL如何借此受益，真是挺酷的。

Pretty cool to see how hockey teams and the NHL are capitalizing it.

他们完全拥抱了这一趋势，他们为什么不呢？

They are fully embracing this and why shouldn't they?

渥太华参议员队有一个官方球队商店。

The Ottawa Senators have this official team shop.

他们正在出售印有谢恩·霍兰德和伊利亚·罗森诺夫名字与号码的球衣，虽然我还没看过这部剧，但因为你一直提起，我已经知道他们的名字了。

They're selling jerseys featuring the names and numbers of Shane Hollander and Ilya Rosenov, who I know by name even though I haven't watched the show because you've talked about it so much.

上个星期六晚上的实际比赛中，这些球衣已经售罄，可见他们完全投入其中。

They sold out of jerseys at an actual game last Saturday night, so they are fully leaning into it.

就像泰勒·斯威夫特和酋长队的情况一样，酋长队在泰勒·斯威夫特开始与特拉维斯·凯尔西交往后，主场比赛门票销量翻了三倍，这为NFL带来了全新的观众群体，而我们似乎也在冰球领域看到同样的现象。

Similar to what happened with Taylor Swift and the Chiefs, they they saw the Chiefs saw home game ticket sales triple after Taylor Swift started going out with Travis Kelce and, you know, that brought a whole new audience to NFL and looks like we're seeing the same thing with hockey.

它也触及了文化的许多不同方面。

It is touching so many different parts of culture too.

Soul Cycle 已经举办了近一百场以激烈对抗为主题的骑行活动。

Soul Cycle has hosted nearly a 100 heated rivalry themed rides.

周日纽约将遭遇一场大暴风雪，但同时还将举行一场由康纳·斯托里和哈德逊·威廉姆斯两位演员参加的外形相似大赛。

On Sunday in New York City, there's gonna be a major snowstorm, but also scheduled is a Connor Story and Hudson Williams, the two actors look alike contest.

你觉得我能入选吗？

Do you think I would make the cut?

我觉得你不会入选，但我觉得自己身上有点罗萨娜夫的影子。

I don't think you will, but I think I have a little bit of Rosannaff in me.

这么说可能有点自大了。

That might be a little bold of me to say.

然后，纹身店也收到了大量来自该剧内部梗的纹身请求。

And then tattoo parlors are also being inundated with requests of inside jokes from the show.

过去几周，'我要去小屋了'这句话一直是我常挂在嘴边的话。

Saying, I am coming to the cottage has been a vocal stem for me over the past few weeks.

这真是一部很棒的剧，你绝对应该看看。

It is really a great show and you absolutely should watch it.

它能登陆HBO，真是令人惊叹。

And it's amazing how it came to HBO.

就在该剧在流媒体平台Crave上线前几周，它被送到了HBO负责人凯西·博伊斯的桌上。

So it it just weeks before it streamed on this streaming service, Crave, it landed on the desk of HBO head, Casey Boyse.

他像我即将做的那样，在一个周末内一口气看完了。

And he binged it over one weekend like I'm about to do.

他说：‘我真的不敢相信这事儿就这么掉到我手里了。’

And he said like, I can't believe this just fell into my lap.

这东西竟然就在那儿。

This this is available.

你认真的吗？

Are you serious?

然后他就把它放上了HBO。

And then he put it on HBO.

他们以每集60万美元的价格获得了授权，价格极低，却成了近年来电视界最 breakout 的热门剧集之一。

They're licensing it for $600,000 per episode, extremely cheap, and has become one of the most breakout hits in television in the last few years.

好的。

Alright.

我们先短暂休息一下，回来后介绍尼尔的本周狗狗。

We're gonna take a quick break and come back with Neil's Dog of the Week.

现在进入我们的Morning Brew每日达沃斯更新，由Lightspeed赞助。

Time for our Morning Brew Daily Davos update with Lightspeed.

我们有幸邀请到Lightspeed的联合创始人兼合伙人Ravi Matra。

We are joined by Lightspeed co founder and partner Ravi Matra.

Ravi，你从事这一行已经很久了。

Ravi, you've been doing this a long time.

你个人如何避免追逐潮流呢？

What's your personal rule for staying out of trends

在技术趋势变得显而易见之前？

in tech before they're obvious?

深入理解技术，并思考技术未来的发展趋势，而不是它当前的状态。

Understand the technology deeply and think about the trend line for where technology is going, not where it is.

投资技术的关键在于几乎要跳出自我，认识到我们正处于一条指数曲线上，而不仅仅是线性地向前推算。

Investing in technology is all about almost thinking a little bit outside of yourself to understand that we're on an exponential curve and not just plotting ahead linearly.

这迫使你必须深刻理解技术可能实现的能力，并想象什么是可能的。

That forces you to have to understand deeply what technology might be capable of, and imagining what's possible.

然后把握好时机，准确判断曲线拐点和转折点何时到来，在转折刚开始出现之前或之时及时入场。

And then getting a sense of being right on the timing for when that knee in the curve and inflection is gonna happen, and arriving either just before or at the time when that inflection is starting to emerge.

谢谢您，Ravi。

Thank you, Ravi.

本周在达沃斯，我们对科技领域学到了很多，非常感谢能与Lightspeed合作促成这一切。

We have learned so much about the tech space this week at Davos, and are very thankful to be working with Lightspeed to make all of this happen.

请务必访问我们的YouTube频道，观看本周与Lightspeed创始人进行的特别访谈。

And be sure to head to our YouTube channel for special interviews with Lightspeed founders all week.

我们刚刚发布了一期与Yotam Segev的访谈，他是Sayera公司的CEO兼联合创始人，这家公司利用人工智能监控网络安全。

We just posted one with Yotam Segev who is the CEO and co founder of Sayera, a company using AI to monitor cybersecurity.

再次感谢Lightspeed的朋友们以及慷慨分享时间、与我们探讨机器人大脑、核聚变能源、太空卫星等话题的创始人。

You again to our friends at Lightspeed and the generous founders who have gave us their time to talk about robot brains, fusion energy, space satellites, and more.

请关注我们的YouTube频道“Morning Brew Daily Show”，整个周末都可以观看所有内容。

Give our YouTube page a follow at morning brew daily show to watch all weekend long.

现在，Toby，希望你不介意，我实在没找到合适的‘本周狗狗’人选。

Now, Toby, I hope you don't mind, but I couldn't really find a good candidate for dog of the week.

所以我要借用一下‘本周股票’这个话题。

So I'm gonna piggyback with another stock of the week.

我保证这很有趣。

I promise it's interesting.

尽管搭便车吧，尼尔。

Piggyback away, Neil.

好的。

Okay.

我本周的股票是东陶，一家日本高端马桶制造商。

My stock of the week is Toto, the Japanese high end toilet maker.

它的股票刚刚迎来了五年来最好的一天，上涨了11%。

Its stock just had its best day in five years shooting up 11%.

但关键是，这次上涨与对未来马桶需求的增加无关，而完全是因为人工智能基础设施的建设。

But here's the thing, the surge has nothing to do with increasing demand for futuristic toilets and everything to do with the AI infrastructure build out.

当你了解到东陶还有一个独立业务是生产芯片制造过程中所用的静电吸盘时，这就说得通了。

It starts to make sense when you learn that Toto has a separate business making what's known as electrostatic chucks that are used in the chip making process.

东陶利用其在马桶陶瓷材料方面的专长来生产这些吸盘，而随着人工智能的发展，对吸盘的需求预计将大幅增长。

Toto uses its expertise in ceramics that go in its toilets to produce these chucks and demand for chucks is expected to boom alongside AI.

而人工智能刚刚得到了英伟达首席执行官黄仁勋的强力支持。

And AI just got a shot in the arm from none other than Jensen Huang, CEO of NVIDIA.

本周在达沃斯，黄仁勋表示，人工智能热潮开启了人类历史上规模最大的基础设施建设，声称将有数万亿美元投入于推动下一次工业革命。

At Davos this week, Huang said that the AI boom has started the largest infrastructure build out in human history, claiming that trillions of dollars will be spent on powering the next industrial revolution.

这些言论推动了所有人工智能公司的股价上涨，包括你从未想过的人工智能股票——Toto马桶。

Those comments lifted the stocks of AI companies across the board, including the AI stock you never thought about, Toto Toilets.

这太搞笑了。

This is so funny.

你的意思是，你坐在上面的马桶陶瓷，竟然也适合人工智能革命？

Like, what do you mean the same ceramic that you sit on on a toilet is perfect for the AI revolution as well?

并不是完全一样的材料，但他们在陶瓷技术上的突破确实能很好地应用于这个领域。

It's not the exact same, but their advances in ceramic technology do translate very well to this industry.

与不同金属相比，它们的强度非常出色。

They have great strength when you compare them to different metals.

它比金属更轻。

It's lighter than metal.

它在电气上不会干扰芯片制造设备。

It does not interfere electrically with chip making tools.

这就是为什么陶瓷现在需求如此旺盛。

That is why ceramic is such in high demand right now.

我想稍微放宽视野，看看当前整个内存行业的情况，因为现在行情非常火爆。

And I do just want to zoom out a little bit to the wider memory industry right now because it is ripping.

那些表现良好的股票简直令人难以置信，不仅韩国的SK海力士和三星股价大幅上涨，美国公司如美光和闪迪的表现也很出色。

It is unbelievable the stocks that are doing well, not only in Korea with SK Hynix and Samsung who are have seen stock run ups, but also American companies like Micron and SanDisk are doing well.

美光在过去六个月里上涨了250%。

Micron is up 250% over the last six months.

它现在已成为美国第25大公司。

It's now the 25 fifth biggest company in the entire US.

而闪迪——你上学时用来插进电脑的那些小玩意儿——在过去六个月里涨幅超过了一千倍。

And SanDisk, the little things you used to plug into your computer in school, is up over a thousand percent in the past six months.

光是说这句话，就很难适应。

That sentence alone is very difficult to get used to saying.

所以别忘了Toto和他的静电吸盘。

So toss in Toto and its electrostatic chucks.

如今你永远不知道什么会突然冒出来。

You never know what's gonna pop these days.

对于一家生产完全不同产品的日本公司来说，它也在半导体供应链中拥有类似产品，这并不罕见。

And it's not so unique for a Japanese company that makes something entirely different to also have a product a similar product in the semiconductor supply chain.

有一种生产MSG调味料的发明公司，同时也制造芯片绝缘膜，这是因为它们在氨基酸方面非常擅长。

There's an MSG seasoning inventor that makes chip insulating films, which is because it's so good about amino acids.

还有一家化妆品公司，销售面部清洁产品，但同时也经营芯片晶圆清洗业务。

And there's a cosmetic firms that sells facial cleaners, but it also has a chip wafer cleaning business.

所以日本公司已经制造芯片数十年了。

So they've been making chips for decades in Japan.

所以如果你有一家工厂，生产的东西稍微调整一下就能融入半导体供应链，你肯定会这么做。

So if you have a factory and you make something that could potentially be, you know, massaged a little bit to fit into the semiconductor supply chain, you're gonna do it.

这些公司因为人工智能热潮而取得了巨大成功。

These companies are seeing huge successes because of the AI boom.

我们把这当作Toto的一个有趣副业。

We're treating this as like a fun side business for Toto.

但到目前为止，这几乎已经成为他们的主营业务了。

But at this point, it's basic it's almost their main business.

其总运营收入的42%来自这个领域。

42% of its total operating income came from this neck of the woods.

所以在某个阶段，它可能不再是一家马桶公司了。

So at a certain point, maybe it's not a toilet company anymore.

它变成了一家静电吸盘公司。

It becomes, you know, an electrostatic chuck company.

好的。

Okay.

但要知道，他们在日本的高科技马桶需求实际上正在激增。

But it's but just know that the demand for toilets for their Japanese high-tech toilets is actually booming here.

过去五年中，Toto在美洲的利润增长了八倍以上。

Toto's profits in The Americas have grown more than eight fold over the past five years.

在美国，超过五分之二的装修业主选择安装带有智能功能的马桶，比如坐浴盆和加热功能。

More than two in five renovating homeowners in The US are choosing to install toilets with specialty features like bidets, like heating.

这些正是Toto率先推出的创新功能，因此在这里受到了人们的热烈欢迎。

This is all the stuff that Toto has really pioneered and so people are really embracing it here.

让我们用一些最新头条新闻来冲刺结尾。

Let's sprint to the finish with some final headlines.

根据其全球事务主管本周的表态，OpenAI旨在取代iPhone的计划今年正式全面启动。

OpenAI's quest to kill the iPhone is kicking off in earnest this year according to comments from its chief of global affairs this week.

他在接受Axios采访时确认，OpenAI有望在今年下半年发布其首款硬件设备。

Speaking to Axios, he confirmed that OpenAI is on track to unveil its first hardware device in the second half of this year.

就在这一确认公布的同时，一些泄露信息显示，这款由前苹果设计主管乔尼·艾夫主导的设备可能是一款耳机。

Coinciding with that confirmation, some leaks revealed that the device spearheaded by former Apple design chief Johnny Ive could be a pair of earbuds.

如果这还不够劲爆，传闻还称苹果正在开发一款自己的可穿戴AI徽章，外形类似AirTag。

If that wasn't spicy enough, the rumor mill also turned out a report that Apple is working on a wearable AI pin of its own that resembles an AirTag.

尼尔，目前AI眼镜是主流形态，但就在短短几天内，两种全新的形态——针对耳朵和胸部的设备——似乎即将登场。

Neil, right now, AI glasses are the dominant form factor, but in the span of a few days, two totally new approaches look to be coming for our ears and our chests.

是的。

Yeah.

这是目前科技巨头在AI硬件领域的现状。

Here's where big tech stands right now in terms of AI hardware.

谷歌在做眼镜，Meta也在做眼镜。

We have Google going in on glasses, Meta going in on glasses.

到目前为止，这非常成功。

It's been very successful so far.

OpenAI可能做耳塞，而苹果则选择做别针。

OpenAI, maybe earbuds, and then Apple is going with a pin.

你觉得最终会怎样发展呢？

What what do you, you know, where do you think this shakes out?

我的意思是，我们已经看到别针式设备失败了。

I mean, we've already seen a pin fail.

所以我真的

So I'm literally

由两位前苹果高管创立的Humane公司。

From two former Apple execs who created who Humane.

是的。

Yeah.

而这家公司最终以极低的价格卖给了惠普。

And that company got sold for pennies to HP.

因此，苹果看到这一点后，仍然选择走针式路线，这非常有趣。

So it is fascinating that Apple saw that and still is going the pin route.

也许他们拥有技术优势，因为他们大量生产过AirTag，对这种形态非常熟悉。

Maybe they have a technological leg up because they have manufactured a lot of AirTags, and they are very familiar with that form factor.

耳塞式设备很有趣。

The earbuds is interesting.

这是代号为'Sweet P'的项目。

This is code name sweet p.

萨姆·阿尔特曼及其团队将这款设备宣传为一款非常简单的装置。

Sam Altman and co have kinda hyped this up as being a very simple device.

还有什么比一款本质上是AirPod的仿制品更简单的呢？它由AI驱动，悄悄在你耳边低语甜言蜜语。

And, you know, what's more simple than essentially an AirPod knockoff that whispers sweet nothings powered by AI into your ear?

不过，它的形态与眼镜截然不同，而眼镜是我们目前唯一见过的成熟产品。

So vastly different form factor from glasses though, which is the only thing that we've seen established.

我很好奇。

I'm curious.

你知道的。

You know?

让我也很好奇。

Color me curious.

我想知道，一直有全人类的智慧在耳边低语，会是什么感觉。

I wonder what it's gonna be like to always have all of the intelligence of humanity whispering in my ear.

两年后，托比就会拥有AI了。

In two in two years, Toby's gonna have the AI Yeah.

AI耳塞、AI眼镜，然后他还会再戴一支笔。

The AI earbuds, the AI glasses, and then he's gonna be wearing a pen as well.

你在播客中听到的我所说的话，都经过数百万个大语言模型的过滤后才传到你的耳中。

What you hear come out of my mouth on the podcast will have been filtered by a million LLMs before it reaches your ears.

接下来，你能猜出美国历史上销量最高的专辑是哪一张吗？

Next, can you guess the best selling album of all time in The United States?

我来告诉你。

I'll tell you.

是老鹰乐队的《Their Greatest Hits (1971–1975)》，它刚刚成为首张官方销量突破四千万张的专辑。

It's the Eagles, Their Greatest Hits, 1971 to 1975, and it just became the first record to officially surpass 40,000,000 units.

美国唱片业协会负责追踪美国的销量和流媒体等效数据，已正式授予这张专辑四重钻石认证，而这张专辑发行至今正好接近五十年，这一成就史无前例。

The Recording Industry Association of America, which tracks US sales and streaming equivalents, gave it the official quadruple diamond stamp, an unprecedented feat for an album that was released almost exactly fifty years ago.

在创造历史后，老鹰乐队并没有放松。

Fresh off making history, the Eagles are not taking it easy.

他们今晚在拉斯维加斯的穹顶剧场开启了第十二场最终演出，这将创下单个场地最长驻场演出的纪录。

They're launching their 12 final shows at the Sphere in Las Vegas tonight, which will set a record for the longest running residency at the venue.

四千万张专辑，真是个惊人的数字。

40,000,000 is a lot of albums.

前三名其实是个挺有趣的冷知识。

The top three is kind of a fun trivia fact.

显然，老鹰乐队位居第一。

Obviously, the Eagles are in first.

第二名是迈克尔·杰克逊的《颤栗》，销量已达三十四倍白金。

Runner-up is Michael Jackson's Thriller, which is 34 times platinum.

一张白金唱片意味着卖出了百万单位。

A platinum means you've sold a million units.

第三名又是老鹰乐队的《加州旅馆》，销量已达两千八百万单位。

And then in third place, it's the eagles once again with Hotel California, which is 20 has sold 28,000,000 units.

有趣的是，白金和钻石认证的标准随着时间发生了变化，因为显然，专辑销量已不再是人们消费音乐的主要方式。

It's also been interesting how certification of platinum and diamond status has changed over time because, obviously, album sales are not the primary way people consume music.

现在主要靠流媒体。

Streaming service is.

所以，如果你流媒体播放一张专辑1500次，就等同于卖出了一张专辑。

And so if you stream an album 1,500 times, that is now equal to one album sale.

所以一定有人特别喜欢老鹰乐队。

So someone out there really loves the Eagles.

可能就是你，尼尔。

It might be you, Neil.

不是。

No.

是外面的某个人。

Someone out there.

外面有很多人特别喜欢老鹰乐队。

A lot of people out there really loves the Eagles.

每个人都喜欢。

Everyone does.

好吧。

Alright.

最后，亚历克斯·霍诺尔德这个周末会让你坐立不安。

Finally, Alex Honnold is gonna make you squirm this weekend.

这位以无保护独攀闻名的攀岩者回来了，准备让你手心冒汗。

The rock climber of free solo fame is back and ready to make your hands sweat.

本周五在Netflix直播中，他将攀登外观未来感十足的台北101大楼。

This Friday live on Netflix, he will climb the futuristic looking skyscraper Taipei 101.

再次提醒，这是直播，没有任何绳索，就在Netflix上。

Again, that is live, no ropes on Netflix.

你知道吗，我在活动前读了一些关于汉诺尔德的采访。

You know, I was reading some interviews with Hanold ahead of the event.

这家伙一点都不正常。

This dude is not normal.

对。

No.

《纽约时报》问他是否担心会滑落，他笑着回答：只要抓紧就行。

The New York Times asked him if he's worried he'll slip, and he laughed and said, you just hold on tight.

他们还问他是否在大楼上练习过很多次，他说他已经爬过两三次了。

They also asked him if he's practiced a lot on the building, and he said he's climbed it two or three times.