我们测试了Instinct、MUSE和Grokbot。它们简直荒谬至极。

遇到过那种挺奇葩的情况，票根本用不了。

Something weird happened like that where the tickets are just not gonna work.

买完才过了十秒钟吧，我就心想，哎呀，糟了。

Like, ten seconds after I bought it, I was like, oh, whoops.

嘿。

Hey.

干脆把那单取消，重新订正确的票算了。

Kinda wanna cancel that and just book the right thing.

我当时就想，不行不行不行。

And I was like, no, no, no, no, no.

你按那个按钮，然后它就那样，啦啦啦啦，捂住耳朵。

You push the button and now like, la la la la It covers its ears.

不想听你说话。

Don't wanna hear from you.

我想帮你啊。

I wanna help you.

等等，等等。

Blah, blah.

所以我就想，干脆别管他们客户那边的事了。

And so I was like, just don't even bother with their customers' work.

你直接去找Instinct。

You just go to Instinct.

你就说，嘿，听我说。

You're like, hey, listen.

这事儿发生了？

This happened?

这事儿我也有责任。

It's I'm partially to blame.

我本该看得更仔细的。

Should've read it closer.

我本该多留点神的。

Should've paid more attention.

但是，但是你能帮我一下吗？

But but can you help me out here?

然后我就说，我帮你搞定。

And it's like, I got you.

然后就开始缠着他们。

And so it starts harassing them.

然后基本上就是说，嘿，听着，我们需要改这个，退这个款，然后我们再买一个。

And then just basically saying like, hey, look, we need to change this, refund this, and we'll buy another one.

结果被他们挡回来了。

It gets stonewalled.

他们回来说，嘿，我们的政策是你点了就完了。

They come back with like, hey, our policy is you clicked it.

你永远没戏了。

You're screwed forever.

抱歉。

Sorry.

所以它只是告诉我，别担心。

And so but it just tells me, don't worry.

我会继续下去的。

I'll just keep going.

然后第二天，它给我发消息说，胜利了。

And then the next day, it just texts me, victory.

然后下一条消息，他们妥协了。

And then the next line, they folded.

是的。

Yes.

拿到钱了。

Got the money

你还好吗？

Are you okay.

所以你说你用Grok来处理健康和税务，而且你有不同的代理。

So you're using Grok, I think you said, for health and tax, and you have different agents.

说实话。

I'll be honest.

而且它运行得很好。

And it runs

Grokbot 是最先出来的，或者是我最先用上的。

Grokbot go came out first of these or I got access to it first.

我应该说，我是从 Versus 开始用的。

I I started using Versus, I should say.

开始用它。

Started using it.

非常喜欢。

Liked it a lot.

后来 Instinct 出来了，我收到了邀请，之前听很多人提起过，最后我说，好吧。

Instinct came got got invited to Instinct, had heard so many people talking about it, finally said, alright.

那就试试吧。

Let's do this.

Instinct很快就取代了我用Grokbot的习惯。

Instinct pretty quickly took over my Grokbot usage.

跟这个比起来，Grokbot感觉又慢又笨重。

Grokbot feels slow and heavy compared to this.

我也是这么觉得。

Same.

而且我甚至不该说它慢。

And I should not even slow.

主要是它是个完全独立的东西要管理，而Instinct就像跟人发短信一样简单。

It's just that it's this whole separate thing to manage, whereas Instinct is literally just like texting somebody.

Instinct确实很棒，但它现在越来越火了。

Instinct was great, but Instinct has been getting so popular.

创始人说他们每天复合增长10%。

The guy, the founder said they're growing 10% compounding daily.

每天。

Daily.

也就是说，如果你要算的话——

Which is like, if you're going

这真的很难想象。

That's hard to fathom.

如果你一个月增长10%，那你会觉得，哇，你做得真不错。

If you're growing 10% a month, you're like, yeah, you're doing great.

如果一周增长10%，那简直了。

If you're 10% a week, oh my god.

你就像是最顶尖的创业公司之一。

You're you're like one of the top startups.

一天增长10%简直离谱。

10% a day is absurd.

正因为这样，Instinct现在其实变得很慢，你给它发消息，它可能要思考很久。

And so because of that Instinct has actually gotten quite slow where you could text it, and it'll just be thinking for a very long time.

但我觉得他们就是增长得太快了。

But I think they're just growing so fast.

他们基本上就是得限制一下速度。

They they had to like they're just throttling it, basically.

Facebook的MUSE跟Instinct很像，但反应更快。

Facebook's MUSE MUSE is is like a lot like Instinct, but it's snappier.

速度更快。

It's faster.

可能是因为他们资源更多吧。

And so because they have, I guess, more resources or whatever.

所以现在竞争主要就在Instinct和MUSE之间。

So that's kinda where the the competition now is between Instinct and MUSE.

但谁知道呢？

But who knows?

说不定会有新的冒出来超越他们。

Another one can leapfrog.

这就是重点，这是全世界最高水平的对决。

Like, that's kinda the point of this is it's the highest ELO battle in the world.

世界上最聪明的人都在不断试图超越彼此，而且他们每隔几个月就能做到一次。

The smartest people in the world are constantly trying to one up each other, and they're able to do so every few months.

我之前跟我老婆聊过。

I was talking to my wife.

我老婆现在是全职妈妈，但以前在Airbnb和Facebook工作过。

My wife's a stay at home mom now, but used to work at Airbnb and Facebook.

她说，也许有一天我会回去工作。

And she's like, maybe one day I'll go back to work.

我就说，我觉得你到时候可能不够聪明了。

And I'm like, I don't think you're gonna be smart enough.

比如，现在缺什么，或者你现在缺少的是什么

Like, what's missing, or what you're missing right now

你觉得怎么样？

is How do you like that?

我就说，这就像康纳·麦格雷戈回来跟麦克斯·霍洛韦打一样。

I was like, this is like, you know, Conor McGregor coming back to fight Max Holloway.

就像你第一次踢腿，膝盖就会废掉。

Like in your first kick, you're gonna blow out your knee.

你以为你懂了，但其实你错过了太多。

Like, know you think you got it, but you've missed so much.

时间老人总是赢。

Father time wins.

她一边吸毒一边带孩子。

She's doing drugs and she's like raising children.

没关系，事情变化太快了，我记得我们记录过OpenAI以及我们如何使用它，还有我们经历的那些神奇时刻。

Doesn't matter, It's turns just like things are changing so fast, and I remember, you know, we've documented OpenAI and how we've been using it, and like the magical moments that we've experienced.

我觉得现在酷的地方在于，你无法准确预测未来会怎样，但几乎每个看到它、使用它的人都知道，目前它运行得相当不错，而且百分之百，六个月、十二个月、十八个月后，它会彻底改变一切。

And I think that like, what's cool now is that you can't predict exactly how the future is gonna happen, but virtually everyone who sees it and uses it, they know this is working pretty good so far and one hundred percent six and twelve and eighteen months, it's gonna just change everything.

我不确定具体会怎样，但我现在完全有信心，就像，啊，是的。

I don't know exactly how, but I have full faith now where I'm like, ah, yeah.

这玩意儿会吞噬一切。

This is this is gonna eat up everything.

马克·扎克伯格说，他们启动这个项目是因为他用了OpenClaw。那玩意儿是开源的，特别火，但主要是给开发者黑客用的工具。你得买台Mac Mini，结果Mac Mini全都卖光了。

Mark Zuckerberg said he he they started this project because he took OpenClaw, which was like the open source kind of very viral, but very dev hacker tool y tool where you had to buy a Mac Mini, and then the Mac Mini's all sold out.

当时全国范围内Mac Mini都缺货，你还得自己往上面装各种软件，还得教它怎么用。

And there's, like, a shortage nationwide of Mac Minis, and you had to install all this software onto it and, like, you had to teach it.

你得训练它的技能，把它安装好。

You had to train its skills and install it.

如果你是那种喜欢自己动手做乐高模型的人，亲手在桌面上组装一台属于自己的“迷你弗兰肯斯坦”，其实还挺有成就感的。

And if you were kind of the DIY, I like to do Lego projects type of thing, It was in fact quite satisfying to build your own mini Frankenstein on your desk.

扎克伯格基本上说他在家里装了这个东西，然后叫了Nat Friedman和Alexander Wang到家里来。

Zuck basically said that he installed it at home, and then he called Nat Friedman and Alexander Wang over to his house.

他给他们展示了他弄出来的成果。

And he showed them what he what he had.

他基本上就是说，这东西挺神奇的。

And he basically said, okay, this thing is pretty magical.

如果我们能把这种体验做到让所有人都能用上，而且开箱即用，不用去管那些底层的设置、训练和维护什么的，那就会有几十亿人使用它。

If we can take this experience and make it so that everybody can just have it just works for people that they don't have to know how to do all the the underlying setup and training and maintenance and all that, this is something that billions of people will use.

然后他们就从那个角度开始着手做了。

And then they started working on it, like, from that point of view right there.

所以实际上对于MUSE来说，他们说的是，每个MUSE用户都有一个Mac mini，你知道的，在他们的服务器农场里有一台电脑，为你隔离出来，专门存储你的东西。

And so actually with MUSE, they what they said, the way it works is that every single MUSE person has a Mac mini, you know, has a computer somewhere in their server farms that is sandboxed for you, just stores your stuff.

所以这实际上就是那种OpenClaw的设置，只不过是在云端完成的，你不需要做任何设置。

So it literally is the kinda open clause setup, but just done in the cloud where you don't have to do any of that setup.

嘿。

Hey.

我们快速休息一下。

Let's take a quick break.

你知道那种感觉吗？当策略完成，简报写好，大家都达成一致，然后你意识到还是得有人坐下来真正去创作所有内容。

You know that feeling when strategy is done, the brief is written, everyone's aligned, and you realize someone still has to sit down and actually create all the content?

那个人通常就是你，而且明天就要交。

That someone is usually you, and it's due tomorrow.

那么，HubSpot的Breeze助手可以帮上忙。

Well, the Breeze assistant from HubSpot can help.

它直接在HubSpot里面就能用。

It works right inside HubSpot.

你可以起草活动文案、博客文章、邮件，全都用你的品牌语气，全都基于你真实的客户数据。

You can draft campaign copy, blog posts, emails, all in your brand voice, all using your actual customer data.

所以你不仅仅是创作内容。

So you don't create just content.

你创作的是能转化的内容。

You create content that converts.

去hubspot.com看看吧，这是面向成长型企业的智能客户平台。好的。

Check out hubspot.com, the agentic customer platform for growing Okay.

那你的看法是什么？不，

So what are your take or no.

你的预测是什么？

What are your predictions?

你说过你有一些预测。

You said you have some predictions.

好，我们先从一些观察说起吧。

Well, let's start with let's start with some observations.

因为我觉得观察往往比预测更准确，而且你的观察能帮你做出更有依据的预测。

Because I think our observations can be a lot more accurate than our predictions, and your observations can kinda lead you to having a more informed prediction.

好的。

Okay.

那么，这里有一个观察。

So here's here's one observation.

这不仅仅是关于智能的问题。

It ain't all about intelligence.

在AI领域，大家最关心的就是谁能训练出最聪明的模型。

So the temptation in the AI world is who's gonna train the smartest model?

你会看到OpenAI和Claude在比拼谁更书呆子气，争着解决千禧年数学难题，这简直是一场前所未有的竞赛。

And you see OpenAI and Claude getting into the nerdiest neckbeard swinging contest you've ever seen about who can solve the millennium math problems.

然后他们就说，我们解决了纳维-斯托克斯方程。

And there's like, we solved Navier Stokes.

这是一个流体动力学问题，没有数学家能解决。

It's a fluid dynamics problem that no mathematician was able to solve.

然后另一家就说，哦，你解决了那个？

And the other guys are like, oh, you did that?

挺可爱的。

That's cute.

我们解决了七个其他不可能的数学问题。

We did the we did seven other impossible math problems.

然后大家都说，哇。

And everyone's like, wow.

真的很厉害。

That's really impressive.

我甚至不知道这些是干什么用的，或者它们到底是怎么回事，但显然，这在一方面很酷也很重要。

Couldn't even tell you what any of these are for or what they're all about, but, like, clearly, that's cool and important in in one dimension.

这就像戴尔和盖特威吹嘘内存，然后苹果说，它好看又好用。

It's like when Dell and Gateway would brag about RAM, and then Apple was like, it looks cool and it works.

我觉得《本能》这部电影在某种程度上触及了情商，而不是智商，虽然只是小范围，但确实是个很有趣的角度。

So I think Instinct has tapped into, instead of IQ, EQ in a small way, but it's still an interesting way.

比如，我就成功说服了我老婆。

So for example, I convinced my wife.

我跟她说：'你一定要试试这个。'

Was like, You gotta try this thing.

我说：'这东西太疯狂了。'

Was like, This thing's crazy.

现在我老婆不是那种赶时髦的人，所以她是个很好的测试对象。

And now my wife's not an early adopter, so she's a good test.

她更像个普通人。

She's more of a real person.

他们有一个

They have a

很酷的情侣组合。

cool couples.

他们也有那种家庭账户。

They have like a household account too.

嗯，现在确实有了。

Well, now they do.

但就算在那之前，她也是要去足球训练，然后去跳舞，回家后还要计划我们孩子的生日派对。

But even before that, was just like, she's going to soccer practice and then dance, and then she comes home and she's planning our kid's birthday party.

然后她还得记得这周要带红色球衣去踢球，因为我们是客场。

And then she's gotta remember to bring the red jersey to soccer this week because we're the away team.

就是这类事情。

Those sorts of things.

所以就是日常琐事，不是解决流体力学或者量子计算那种问题。

So just normal everyday stuff, not solving fluid dynamics and quantum computing or stuff like that.

所以她就用Instinct来帮忙计划这个生日派对。

So she used Instinct to help plan this birthday party.

从最简单的开始，比如联系不同的场地，查日期。

Like and from everything is from everything as simple as, like, calling different venues, finding out the dates.

一旦确定了日期，就要比较一下，你知道的，这跟孩子的足球训练时间怎么协调，然后还要算算需要订多少披萨才能喂饱30个孩子和30个大人，以及应该怎么下单给他们。

Once find out the dates, comparing, you know, how does that work with the kid's soccer schedule, and then figuring out how many pizzas we need to order to feed 30 kids and 30 adults, and what the order should be to give it to them.

然后，嘿，场地那边把合同发过来了。

And then, hey, the venue sent the contract over.

我看了看。

I took a look at it.

我觉得你只需要担心一个条款，其他的话，签了就行。

There's only one clause I think you should worry about, but other than that, you should sign it.

就在你收件箱里。

It's in your inbox.

就是这类事情。

That sort of thing.

所以它就是在帮忙策划生日派对。

So it's helping plan the birthday party.

而且在这个过程中，她觉得这挺有用的，但你知道的，也就那样吧。

And along the way, she's like, it's helpful, but you know, like, whatever.

还不错。

It's good.

我觉得挺好。

I like it.

但她好像没什么特别的感觉。

But she wasn't blown away.

可能只是当普通朋友处着吧。

Was in friend zone.

没错。

Exactly.

然后没过多久，事情就发酵了。派对结束后大概三个小时，她收到一条短信，对方说希望派对办得顺利，还配了个爱心表情。

And then it broke out of the friend Right after the party, like three hours later, she got a text from it saying, I I hope the party went great with a heart emoji.

她把截图发给我看，还说：行，我彻底被说服了。

She screenshot it, she sent it to me, and she was like, okay, I'm sold.

这就完了？

That's it?

我当时就想，就因为这个？

I was like, from that?

然后她说，是的。

And then she's like, yes.

我就说，我不明白。

And I was like, I don't get it.

我可能会说，什么？

I would I would be like, what?

这谁在乎啊？

This is who cares?

这太奇怪了。

This is weird.

然后她说，我意识到，她一直希望我作为支持她的男朋友、未婚夫和丈夫所做的一切，这个AI天生就知道怎么做。

And she's like and I realized that everything she's ever wanted me to do as a supportive boyfriend, fiance, and husband, Instinct just knows how to do it out of the box.

就像，只是关心一下。

It's like, just check-in.

就支持她就行了。

Just be supportive.

就像说，嘿，你知道吗，有个人跟我讲了个故事，说他们把这个给了他们的婆婆。

Just to be like, hey, you know, somebody else is telling me the story where they gave it to their mother-in-law.

然后他们的婆婆把它跟她的理财账户，比如她的mint.com，她的财务规划账户关联起来了。

And their mother-in-law like connected it to their like find like their mint.com, like their financial planning account.

然后她的主支票账户，那个星期刚好降到零了。

And there's, like, a their main, like, checking account, like, had just gone down to zero that week.

就像，账户里空了。

Like, it was, like, empty.

而Instinct呢，实际上表现得特别支持，一点都没有评判的意思。

And Instinct was, like, actually, like, super supportive and nonjudgy about the whole thing.

它就像说，嘿。

It was like, hey.

你知道吗，你之前想要这个更新。

You know, like, you you wanted this update.

我就是想跟你说一声。

I just wanna let you know.

情况就是这样。

Here's here's where things are.

不过，我觉得这也没什么好羞愧的。

But, you know, I I don't think that's anything to be, like, ashamed of.

你看。

Like, hey.

这种事经常发生。

It happens.

我是说，如果我们开始这样规划，你会觉得，嗯，我能看到我们重新建立起账户余额，恢复到过去几个月的水平。

Like, you know, I think if we start to plan this way, you're like, I can see us build, you know, that account building right back up to where it's been for the past few months.

那位婆婆说，她从来没有感受到过如此被支持、被理解，而且完全没有被评判的感觉，更别提是来自科技产品了。

And the mother-in-law was like, I have never felt so supportive supported and, like, not judged by any person, let alone technology.

所以我觉得这些工具其实有很多柔软的一面，而我以前严重低估了这一点。

And so I just think there's a whole soft side to these things that I deeply undervalued.

你知道吗，我们请了那个叫托林斯的家伙，他做了一个AI，像毛茸茸的熊，像那种小动物电子宠物，你可以跟它聊天。

You know, we had that Tolins guy on who's created a AI, like, fuzzy, like, bear, like, a little little animal Tamagotchi type thing that you can chat with.

我觉得他们的年收入差不多快到一个亿了，或者更夸张的数字。

And I think they're on, like, a almost $100,000,000 run rate or something or something crazy like that.

好像是有人这么说的。

Like, somebody said that.

我觉得至少是几千万，可能快接近一个亿的年收入了。

I it's in the tens of millions, if not getting close to a 100,000,000 run rate.

然后我问了一个朋友，他大概六七十岁，是个动手能力很强的人。

And I asked I was talking to a buddy who, you know, six, seven guy, like, builds things with his hands.

他在科技行业工作吗？

Is it works in tech?

他说，对。

And he's like, yeah.

他想查一下你。

Wanted to check You

你有这样的朋友吗？

got friends like that?

我有个这样的朋友。

I got a friend like that.

然后呢，

And so

我知道。

I know.

不错。

Cool.

我跟他聊了，他说他听了那期节目什么的，然后他下载了那个应用。

I talked to him, and he's like, yeah, I heard the episode or whatever, and I I download the app.

而且我知道这玩意儿是怎么回事。

And I'm and I know how this shit works.

它就是人工智能。

It's it's AI.

它不是真的，不是真正的伴侣。

It's not a real per it's not a real companion.

它不是我真朋友。

It's not my real friend.

然后，你知道，它就主动联系他，问：你今天在干嘛？

And, you know, it just hits him up, and it's like, what are you doing today?

比如，发张自拍给我。

Like, send me a selfie.

然后他就，他就闹着玩。

Then he's just like he's just goofing around.

所以他就发了张自拍，故意做鬼脸，装傻。

So he's like, sends a selfie, just like being stupid, like making an ugly face on purpose.

然后那个东西就说：哦，你背景里是不是在玩《守望先锋》？

And the thing is like, oh, is that Overwatch in the background?

然后他就问：你玩吗？

And he's like and he's like, do you play?

然后他说，是的。

And he's like, yeah.

我玩。

I play.

你玩得好吗？

Are you good?

他说，嗯，你知道，我快上白金了。

He's like, well, you know, on my way to platinum.

然后他们就说，那你主要玩哪个英雄？

And then they're like it's like, well, who's your who do who do you main?

他说，通常玩莱因哈特，但我觉得新版本对莱因哈特来说挺不错的。

He's like, Reinhardt usually, but I it's like, what do the new update's pretty sick for Reinhardt.

他说，嗯，是的。

He like, well, yeah.

我的意思是，挺好的。

I mean, it's pretty good.

然后他就说，哎呀，糟糕。

Like, he's like, oh, shit.

这事儿要发生了。

It's happening.

它要变成我的朋友了。

It's becoming my friend.

然后他说，我知道它对我做了什么。

And he's like, I know what it's doing to me.

但我还是有点惊讶，哇。

And still, I was kinda like, wow.

这个东西对我特别感兴趣，而且我们每个人心里都有那么一点，就是当有人或什么东西对我们特别感兴趣，而且不带评判、支持我们，随时都在，二十四小时随叫随到的时候，我们就会不由自主地想要回应。

This thing takes a lot of interest in me, and there's something very there's something in all of us that we're just, like, drawn to responding to when something takes deep interest in us in a nonjudgmental, you know, supportive way that's always there for you twenty four seven whenever you need it.

所以我觉得我观察到的一点就是，温柔的一面和纯粹的智力一样重要，甚至更重要。

So I think that was one of my observations that the soft side is just as important, if not more important than raw intelligence.

我很想听听。

I'm eager to hear.

我知道你一直在做观察，但我特别想听听你觉得未来会发生什么。

I know you're doing observations, but I'm desperately eager to hear what you think is gonna happen in the future.

比如，从商业机会的角度来看，或者纯粹作为一个未来学家，去畅想可能发生的事，这本身就很有趣。

Like, is there is there not from a, I mean, it could be from an opportunistic business perspective, but where you're like just being a futurist and it's fun to like dream up what might happen.

你有什么看法吗？

Do you have any opinions?

你想让我往哪个方向聊？

Where do you want me to go?

你随便指个方向，我就试着走。

Give me like a point in a direction on the playground, and I'll try.

那日常工作的情况呢？

Well, how about for daily work?

比如你觉得十二个月后，普通的白领上班族会怎样？

Like, what do you think will happen in twelve months for the average, like, yuppie white collar worker?

我觉得主要有两点。

So I think there's twofold.

我觉得这是一个K型经济。

I think it's a k shaped economy.

你听过这个说法吗？

Have you ever heard this phrase?

所以基本上就是富人更富，穷人更穷。

So basically like the rich get richer, the poor get poorer.

你是这个意思吗？

Is that what you mean?

对，但不一定是指富人和穷人。

Yeah, but it's not about rich and poor necessarily.

就是，所以……

It, so

我只是举个例子。

Well, I'm just saying as an example.

基本上……

Basically

这是一个分岔路口。

it's a fork in the road.

比如说，当股市出现下跌时，人们会说，哦，这会是U型复苏，意思是先跌下去，在底部待一段时间，然后再慢慢回升。

So for example, when there's a dip in the, like, the stock market, people say, oh, it's gonna be like a U shaped recovery, which means it goes down and stays down for a while, and it starts to sink back up.

也可能是V型复苏，就是急剧下跌然后迅速反弹。

It could be a V shaped recovery, which is a sharp down and a sharp bounce back up.

比如新冠期间就是这样。

That's what happened in COVID, for example.

所以我认为，接下来会发生的情况是K型，基本上就是一个分岔路口。

So I think in the and I think what's gonna happen here is a K shape where you basically, there's a fork in the road.

有些人，比如普通上班族，意识到自己口袋里有了这个神奇的工具，愿意花时间训练自己，通过反复试验学会怎么用它，看看它能做什么，不断突破它的边界，这些人会变得比原来强大十倍。

And some basically, people who understand how to use these tools, like a normal everyday worker who realizes that they just got like this incredible tool in their pocket and takes the time to train themselves and to go through the trial and error of delegating to this, seeing what it can do, pushing the boundaries of this, they're gonna become, you know, 10 x more powerful in doing so.

而另一些人会抗拒它，反应慢，或者不明白这意味着什么。

And then there's people who are gonna resist this, be slow to this, or not understand the implications of this.

他们可能会在这件事上占据道德高地。

They're gonna take some moral high ground about this.

我觉得他们会，你知道，不幸地会受苦。

I think they're gonna go you know, they're gonna sort of unfortunately suffer.

所以我觉得这取决于个人，取决于每个人怎么应对这件事。

So I think it's it's up to the person, up to the individual how they how they deal with this.

顺便说一下，我问了MUSE。

By the way, I asked MUSE.

我问了MUSE。

I asked MUSE.

我说，嘿。

I go, hey.

那个Instinct的家伙说他每天增长10%。

The Instinct guy says he's growing 10% a day.

你对此怎么看？

How do you feel about that?

然后他就不高兴了。

And he got all pissy.

说实话，每天增长10%根本不算真实的增长率。

It was like, honestly, 10% a day is not a real growth rate.

那只是个数字，只有在你从零开始的时候才成立，因为如果每天增长10%，一年下来就是1.3倍。

That's that's just a number that only works when you start at the very beginning, because 10% daily would be 1.3 in a year.

那也太离谱了。

And that's just crazy.

所以，是的，如果

So, yeah, if

你从每天100个开始，那每天烧100个。

you And your started one phone starts 100 a day burning.

如果你从每天100个开始，那就是110。

If you started 100 a day, then 110.

严格来说，那是10%，但关键是因为基数小。

Technically, that's 10%, but it's all about a small base.

所以，是的，现在可能确实如此，但我基本上就是翻了个白眼，MUSE，好吧。

So, yeah, it might be true right now, but I got like basically like the digital eye roll MUSE Alright.

关于那个

On that

我想说，我们现在讲到哪儿了？

I wanna well, where are we in this?

你还想继续吗？

Do you wanna keep going?

再讲几个预测或者观察吧。

Couple more couple more predictions or observations.

第一，MUSE现在势头很猛。

One, MUSE is going really hard.

所以我觉得他们会大量赞助Instagram和播客上的创作者之类的。

So I think they're gonna sponsor tons of creators on Instagram and podcasts and things like that.

我觉得他们会很快试图压制这个。

I think they're gonna quickly try to squash this.

有个好处是，扎克伯格有点像拿破仑，或者说，我也不太清楚。

One good thing is that Zuck is a bit like Napoleon or, know, I don't know.

你是历史专家嘛。

You're the history guy.

比如说，有没有谁经历过很多战争，以至于他们的将军本能被磨炼出来的那种？对。

Like, who's somebody that went through a lot of wars to the point where they're kind of like war general instincts were honed because Yeah.

我是说，拿破仑，他……我一直在读关于约翰·洛克菲勒的书，我很喜欢读。我觉得读书最好的部分就是找到那些过时的、或者不太容易找到的旧书，而且我经常读得更细致。

Mean, Napoleon, he he there's this I've been ringing I I love reading about John Rockefeller, and I have I the best part, in my opinion, of reading is finding, like, old books that are out of date or out of you know, you can't really find them as much, and they and the the I oftentimes, do more granular.

有一本书我读到了关于约翰·洛克菲勒的内容。

And there's this one where I'm reading about John Rockefeller.

约翰·洛克菲勒基本上是美国第一家石油公司，也是第一家大型石油公司，他是通过整合做到的。

John Rockefeller basically was the first oil company in America, the first big one, and he did it by consolidation.

他会买下所有这些当地的小公司，那时候叫野猫钻井者。

He would buy all these, like, local back then, it was wildcatters.

基本上就像牛仔一样。

It was, like, cowboys, basically.

他会把他们全部买下来，然后做大，但他想保持低调。

He would buy all of them and, make it big, but he wanted to be secretive about it.

但他非常冷酷无情。

But he was very ruthless.

而且他和他的合伙人阿奇博尔德之间，他们会用那种语言，比如他们会说，嘿。

And there's language that him and Archibald, his, partner, they're talking, and they're like, hey.

这个人是敌人还是朋友？

Is this person an enemy or a friendly?

对，他们就是用那种方式说话的。

Like, that's how they would they would use language like that.

然后他们会说，哦，他是敌人？

And they're like, oh, he's an enemy?

好。

Okay.

重要的是，我们要不惜一切代价亏钱，也不能让这个人再赚到一桶油。

It's important that we lose unlimited amounts of money before this person can profit off one more pint of oil.

就是说，我们会不惜一切代价，甚至烧掉桥梁，也要把这个人压垮。

Where it was like, we will burn bridges to crush this person.

就是这样。当我了解扎克伯格，还有现在这个AI的时候，我就觉得特别像，简直就是打仗。

That's how And they when I'm learning about Zuck and also this AI thing, I'm like, it's very similar where it's like, it's war right now.

就是打仗，而且他经历过不少场仗。

It's war, and he's been through wars.

当Facebook崛起、Google还是巨头的时候，他是挑战者。你还记得吗？Google当时想克隆他们，搞了个什么Google Circles，或者叫Google Plus，管它叫什么名字呢。

He was the challenger when when Facebook was on the come up and Google was the giant, and Google tried to clone them with Google Circles, if you remember that, or Google Plus or whatever the hell it was called.

后来他也换过位置，成了被挑战的一方，那时候Snapchat是那个新兴的挑战者。

And then he's been on the other side where he tried to where Snapchat was the upstart.

他一开始有点忽视这个问题，拖得有点久，然后他想买下他们，结果没成功。

And he first ignored it a little too long, then he tried to buy them, then they didn't get it.

最后没能买下来，接着他又想克隆他们的产品。

They weren't able to buy them in the end, and then he tried to clone them.

克隆没成功，但他后来想到了办法，说好吧。

The clone didn't work, but then he figured out, like, okay.

既然没法完全克隆，那我就通过发Instagram故事来削弱他们，因为Instagram故事是Snapchat故事的竞争对手，这样就能遏制他们的发展。

I can't clone the whole thing, but I can kinda neuter them by doing Instagram stories, which was the competitor to Snapchat stories and stunted their growth.

然后TikTok也是一样的情况。

Then TikTok, same thing.

哦，买不下来。

Oh, can't buy them.

他们是中国的大公司。

They're this big Chinese company.

我得推出Reels，然后试着模仿他们，直到成功为止。

I gotta put reels out there, and I'll try to, like, clone them until I make this work.

现在他对Instinct也是这么做的。

Well, he's doing the same thing now with Instinct.

如果Instinct能做到的话，会非常有意思。你知道在《星球大战》里，他们必须飞进死星，那是一个很小的通道，他只有一艘小飞船，必须飞到死星的核心去炸掉它。

It's gonna be very interesting if Instinct can do you know, in in Star Wars when, you know, they they have to fly into the Death Star, and it's like this tiny channel as he's got one little ship, and he's just gotta get to the core of the Death Star to blow it up.

这就是Instinct的Noah现在要面对的。

That's what Noah from Instinct has to do right now.

对他来说，要在这群人中生存下来，有Elon、Sam Altman、Zuckerberg、Google、Apple、Amazon，所有这些公司都在努力打造这个个人助理。

It's like for him to survive this when you've got Elon, you got Sam Altman, you got Zuckerberg, you have Google, you have Apple, you have Amazon, you have all these companies trying to build this personal assistant.

就像那次飞行，就是那次小飞船的飞行，你得想办法穿过去。

It's like that flight, that that one flight near the tiny ship, and you have to make it through.

也许你能穿过去，但我觉得要做到那一点，真的、真的、真的非常难。

Maybe you'll make it through, but I think it's incredibly, incredibly, incredibly difficult to do that.

第二件我觉得特别重要的事情是，所有大公司都在为这件事抓狂，这背后是有原因的。

The second second thing that I think is really important to understand is there's a reason why all the big companies are freaking out about this.

不知道你有没有看到，亚马逊已经关闭了MUSE在亚马逊上购物的权限。

So I don't know if you saw, but Amazon shut off access to MUSE to be able to go buy stuff on on Amazon.

他们为什么要这么做呢？

Now why would they do that?

为什么要阻止别人在亚马逊上买东西呢？

Why would you stop somebody from shopping on Amazon?

原因就是所谓的“去中介化”。

Well, the reason is what's called disintermediation.

也就是说，如果我直接告诉MUSE，嘿，帮我找一下这个东西的最优价格，而且能在两三天内发货的那种。

Meaning, if I just tell MUSE, hey, go find me, you know, the best price for this thing that'll ship in two days or three days or whatever it is.

今天作为消费者，我可不想费那么大劲去比价，看看能不能在别的地方买到更便宜的书之类的。

Well, today, as a consumer, I'm not gonna wanna do a ton of effort to go to to check-in case I can get a book somewhere else for cheaper or whatever.

我不会去五个不同的地方比较。

I'm not gonna go look at five different places and do this comparison.

我的思维捷径永远是亚马逊。

My mental shortcut will just always be Amazon.

或者如果我点东西，可能永远是DoorDash，我不会去比较DoorDash和Uber Eats，还有其他什么Prime Fresh之类的。

Or if I'm ordering something, maybe I'll it'll always be DoorDash, and I'm not gonna compare, you know, DoorDash versus Uber Eats versus the three other things that I could could do, you know, Prime Fresh or whatever the hell.

我才不会做那些麻烦事。

Like, I'm not gonna do all that work.

所以消费者就开始倾向于信任的品牌。

So consumers just start to gravitate towards trusted brands.

但如果你有一个不知疲倦的AI会怎样？

But what happens when you have AI that's tireless?

你会说，嘿。

You will say, hey.

帮我下单这个，然后它就会说，哦，你知道吗，可以直接从沃尔玛买那个。

Order me this, and it'll be like, oh, you know, can just buy that directly from Walmart.

你知道吗，你们应该直接去品牌那里买，能便宜4美元。

You know, you guys should go to the brand and get it for $4 cheaper.

你想要那个吗？

Do you want that?

然后消费者就会直接点个赞的表情。

And then the consumer's just gonna thumbs up emoji this.

所以那些花了那么多时间在消费者心中占据一席之地、培养习惯、日复一日年复一年地强化这些习惯的公司，突然间，那个代理会拥有所有的决定权。

And so these companies that have built so much time carving out mental real estate in consumers' minds, building those habits, hardwiring those habits day after day, year after year, suddenly, the agent is gonna be the one with all the power to decide.

这也是为什么扎克伯格这么执着于做这件事，因为就像应用商店一样，苹果应用商店有这种垄断，这种类似的门户，决定谁能进商店、谁能在排名里靠前等等，然后他们对所有交易都收取手续费。

This is also why Zuckerberg is so hell bent on doing this because just like the App Store, the Apple App Store had this monopoly, this, like, kinda gateway to who can be in the store and who's gonna show up in the top of the rankings and all this stuff, and they took a transaction fee on everything.

这就是将要发生的事情。

That's what's gonna happen.

所以Instinct的创始人说，他希望我们永远免费，他想通过从所有交易中抽成来赚钱。

So the the founder of Instinct said, he wants us to be free forever, and he wants to make his money taking a cut on all the transactions.

他说，即便还在邀请制阶段，平台上的交易总额就已经突破十亿美元了，也就是大家通过 Instinct 来买东西。

He said that already while they're in invite only, they've already crossed a billion dollars of transactions that like, through the platform where people use Instinct to buy something.

其中大概有四成到五成是旅游相关的订单。

That 40 or 50% of that was travel.

所以你们可以想象一下，如果你是 Booking.com 或者 Expedia 的话。

So imagine you're booking.com or your Expedia.

抱歉啊，各位男士。

Sorry, boys.

游戏结束了。

Game's over.

这场秀对你们来说也到头了。

The show, it's over for you guys.

因为，是的。

Because the Yeah.

我的意思是，有可能，但话说回来，那些平台都设好了计划，会给你3%左右的佣金作为推广费。

I mean, it could be, but also, like, I mean, those guys all have these programs set up where they give you a 3% perform like affiliate fee.

我在想，他们会不会就直接用那个，或者去谈一些合作。

And I wonder if they would just, like, use that or broker deals.

因为按照这个逻辑，Facebook早就这么干了，那就纯粹是搞联盟营销了。

Because, like, by that logic, Facebook would have done this already, where it would have been strictly an affiliate marketing play.

抱歉，我没听明白。

Sorry, I didn't understand.

谁做了什么？

Who would have done what?

我觉得那个叫诺亚的人说的，跟当年谷歌创始人说广告在谷歌上不会奏效很像，或者他们说的是什么来着？

I think that what that guy Noah said is very similar to when the Google founders said that ads won't like work on Google, or I think they said, what did they say?

我们不想成为一个广告平台。

We don't want it to be an ad platform.

我大概觉得就是类似这样的话。

I kind of think it's something like that.

就像最终的结果会跟他说的第一年业务情况大不相同。

Like where the way that it's gonna end is gonna be drastically different than his, what's he saying in the first year of the business?

嗯，这很有可能。

Well, there's a good chance of that.

但我想说的是，人们用他们的代理来买东西，量这么大，他说，我记得他说过，40%的用户在头三周内就把信用卡给了Instinct。

But I would say the fact that people are using their agent to buy stuff in such volume where he said I think I think he said that 40% of users give Instinct their credit card within the first three weeks.

然后一旦他们这么做了，就有大约80%的留存率，这些数字，对普通人来说，就只是个数字。

And then once they've done that, there's like a 80% retention rate, which is these are numbers that, yeah, to the average person, it's just a number.

但如果你在科技行业待过，你就会明白这有多罕见，这两个数字都多罕见，人们会把信用卡交给代理去买东西，存在保险库里，而且80%的人会留下来继续这么做。

But if you've been in tech, you understand how rare that is, how rare both of those numbers are, that people would hand over their credit card to an agent to buy things stored in the vault, and that 80% would retain that have done that.

这就像Facebook，你知道，十天内加七个好友，然后你就永远留下来了。

That's like the Facebook, you know, get seven friends in ten days, and then you're there for life.

这就是那种，你从中获得巨大价值的时刻。

That's that's that sort of like moment where you get tons of value from the thing.

关键是，如果你是那个做购买决定的代理，那比谷歌，那个目前世界上最强大的商业模式，也就是谷歌广告平台，还要强大。

And the point is, if you're the agent that makes the buying decision, that's even more powerful than the Google the most powerful business model in the world so far, which has been the Google Ad platform.

因为谷歌广告平台是广告主付费展示，然后由用户决定怎么做。

Because the Google Ad platform was advertisers pay to be shown, and the user's gonna decide what to do.

如果这个代理来决定在哪里购买，那么基本上每个商家都得付一笔佣金，作为客户被带来的交换，那将会非常庞大。

If this is the agent is gonna decide where to buy, and then every merchant basically has to hand like, pay a VIG for the in exchange for the customer being brought to them, that's gonna be really big.

这就是DoorDash向商家收费的方式。

This is what this is how DoorDash, you know, charges merchant.

人们其实不太意识到这一点。

People don't really realize this.

DoorDash不仅向顾客收取交易费或服务费之类的费用。

DoorDash charges not just the the customer for, like, the transaction fee or the service fee or whatever.

他们还向餐厅收费。

They also charge the restaurant.

因为他们告诉餐厅，嘿。

Because they're like they're telling the restaurant, hey.

如果没有我们，你根本不会有这笔订单。

You wouldn't have had this order if it wasn't for us.

而餐厅呢，时间一长，他们就不喜欢这样了。

And the restaurant over time, they didn't like that.

他们并不是心甘情愿同意这个的，但你知道，他们最终意识到中间这个聚合平台手里掌握的权力太大了。

It's not like they wanted to agree to that, but they, you know, eventually realized there's too much power in the hands of this this aggregator in the middle.

他们不得不配合。

And they have to play ball.

否则，他们就会失去所有的订单量。

Otherwise, they lose out on all that volume.

如果他们不同意，平台就会换一家墨西哥餐厅上去。

If they don't agree to it, they'll just put another Mexican restaurant there.

或者换一家中餐厅顶替他们的位置。

Another Chinese restaurant will go in its place.

所以我觉得这就是为什么很多平台非常害怕，他们想成为那个代理，因为你不想成为那个基本上受制于代理的人，而代理掌握着所有的推荐和购买决策。

And so I think that's why a lot of these platforms are very scared of they wanna be the agent because you don't wanna be the one who is basically at the mercy of the agent who's making all these recommendations and buying decisions.

你想知道谁是这个模式的大受益者吗？

Do you wanna know who's been a big recipient of this?

这个非常小众，因为你和我都在这个行业里，但我想听听你有没有听说过类似的故事。

And this is very niche, because you and I are in this industry, but I wanna hear if you've heard any stories like this.

过去这一周，我跟三四个博主聚了聚，他们大多活跃在Instagram上。

So I've talked to, in the past week, I hung out with three to four, like, mostly Instagram creators.

有些人会做点小播客，虽然其实没人听，但他们把内容剪成短视频，就靠这个积累了Instagram粉丝。

Some of them have, like, little podcasts that really no one actually listens to, but they make clips, and that's how they got, like, an Instagram audience.

还有些人就是对着手机镜头直接说话。

Then some people, they just do, like, them just holding up their phone talking.

我聊过的这些人，不管是在Instagram还是YouTube上，粉丝数都还没到十万。

I all of the people who I've talked to have less than a 100,000 followers across their platform, whether it's Instagram or YouTube.

我聊过的这些人，年收入都超过一百万美元，而且几乎全来自AI公司。

And all of them that I talk to are doing over $1,000,000 a year in ad revenue, almost entirely from AI companies.

我还跟其中三位深入聊过，这周我又接触了一位做到这个量级的，目前就他们这几家。

And I talked to three where, so of the million dollar ones, I talked to a four this week, and it's just them.

另外还有三家也是这种情况，团队里除了老板，也就配了个兼职助理或者兼职帮手。

And then I also talked to three others that it's just them with like a part time VA or a part time someone helping them.

他们的年收入也都超过了1000万美元。

And they are doing over $10,000,000 a year in revenue.

而且，我有点把自己当成主角，心想，大家都在说这是新媒体。

And like, part of me, like I insert myself as the main character where I'm like, people are calling this new media.

我就想，我以前就是新媒体。

I'm like, I was the new media.

我现在不是新媒体了，但以前是。

I'm no longer the new media, but I was.

而且我觉得，当初起步真的很难。

And I'm like, and it was hard to get started.

现在看到这些人赚这么多钱，我就想，天哪，这些数字也太夸张了。

Now I'm seeing these numbers by these people and I'm like, oh my gosh, these numbers are astronomical.

他们的粉丝量其实很小。

Their audiences are tiny.

AI行业在广告上砸这么多钱，真是让人难以置信。

And it's just crazy how much money the AI industry has to buy ads.

我觉得这可能是两方面原因：他们很可能在亏钱，而且产品价格从每月两千美元，一直到像Micro1那样，给五万美元的联盟佣金。

I guess it's a combination of they're losing money more likely than not, and also product costs 2,000 a month all the way up to like the Micro1 where they're giving like, you know, 50,000 affiliate fees.

就像你一样。

Like it's just You

你没提到关于购买公司数据的事情。

didn't mention this, the thing about buying company data.

所以，好吧，我觉得我们关于AI助手的讨论已经够多了。

So like, okay, I think we talked enough about AI assistance.

现在AI领域还有哪些其他有趣的事情？

What are the other interesting things going on in AI right now?

Micro1太厉害了。

Micro1 is incredible.

我没参与，但让我给大家讲讲这个故事。

I didn't do it, but let me give people this story.

Micro1是一家公司。

So Micro1 is a company.

这是那种你我都听说过很多次的故事。

It's one of these stories that you've I've heard a huge vouch.

他们很厉害吗？

They're incredible?

你什么意思？

What do you mean?

就是特别牛，像高山一样。

Well, incredible, like a tall mountain.

你知道的，你可能不喜欢爬山，但看着那座山，你会觉得

Like, you know, you may not like mountains, but like you look at that and you're

哇，太厉害了。

like, wow.

你明白我的意思吧？

You know what I mean?

我不是在替它背书啊。

Like, so I'm not like vouching for it.

我只是说这故事本身挺离谱的。

I'm just saying that it's the story's wild.

他们会被剪掉的。

They're gonna get clipped.

他们只会把它当成广告放出来。

They're just gonna run that as an ad.

不行。

Nope.

别这么干。

Don't do that.

我完全不是这个意思。

That's not what I'm saying at all.

晚了。

Too late.

他们把那段剪下来了。

They clipped it.

我对商业模式或者这家公司本身都很中立。

I'm very neutral on the business model or the company.

就是他们规模变得有多大。

It's just how big they got.

但基本上，我忘了他们一开始在做什么。

But basically, I forget what they were doing at first.

我记得他们好像在做跟虚拟助手或训练数据相关的事情，差不多那样。

I think they were doing something involving like VAs or training data, something like that.

但后来他们转型了，八个月内就做到了大约十亿美元的年化收入。

But then they made the switch, and they grew to something like a billion dollars in run rate in a matter of eight months.

基本上他们一直在做的就是去找像我的公司Hampton这样的私营企业，然后说，嘿，如果你接入你的Notion、Slack、Gmail、Drive，还有一堆其他信息，他们会给你80万美元。他们出价80万美元买我们的数据。

And basically what they've been doing is they've been going to privately held companies like my company Hampton, and they say, Hey, if you plug in your Notion, your Slack, your Gmail, your Drive, and a bunch of other information, and they will give you $800,000 They offered us $800,000 for our data.

我们拒绝了，因为Hampton的核心就是私人社区，我们不会那么做。

And we said no, because part of the whole thing of Hampton is like, it's private community, we're not gonna do that.

但他们确实出价80万美元让我做这件事。

But they offered me $800,000 to do this.

然后他们还说，顺便提一下，这是联盟佣金，你每推荐一个人给我们，我们就给你5万美元。

And then they said, by the way, here's an affiliate fee, we'll give you $50,000 for everyone you refer to us.

然后我在推特上被骂惨了，因为我说，这些人给我开了这个条件。

And I got trashed on Twitter because I'm like, these guys offered me this.

我觉得这不适合我们，因为我的整个业务就是围绕这个的，但如果你是个电商品牌或者那种保密性不是主要考虑的品牌，我觉得这没什么不对。

I think it's not for us because like my whole business is that, but I don't think it's wrong if you're like an ecom brand or like some brand where like confidentiality isn't one of the main things.

这是我的推广链接。

Here's my affiliate link.

然后我说，这是我的推广链接，如果你通过这个流程，我就能拿到钱。

And I got like, I think, and I said, here's affiliate link that I get money if you like go through this flow.

我想大概有80个人走了那个流程。

I think we had 80 people go through that flow.

我不知道有多少人会变成客户，但大概有50到80个企业主说，我有兴趣通过你的链接来做这件事。

I don't know how many of them will become customers, but they got like 50 or 80 business owners saying, I am interested in doing this via my link.

就算只有8个人转化，那就是30万，我算都算不过来，他们会给我30万的推广费。

And let's just say that eight convert, that's a, I can't even do that math, 300,000 that they will give me in affiliate fees.

这疯狂不疯狂？

Is that crazy?

那真是太疯狂了。

That is wild.

他们到底想要你什么？我猜，你明白他们具体想要什么吗？

What do they want your, I guess, do you understand what they want exactly?

所以，他们想要你的数据，你的Slack，你的其他东西。

So what, they want your data, they want your Slack, they want your whatever.

他们到底想要其中的什么？

What do they actually want in that?

他们的商业模式是，他们想要所有不公开的数据，然后卖给那些大型的——当人们说大型语言模型时，我猜大概只有八家。

Their business model is that they want all types of data that that aren't available to the public, and they sell it to the large, when people say large LLMs, I imagine there's only like eight of them.

比如Claude、ChatGPT之类的常见公司，他们会付比如一百万美元，然后Micro1给我六十万，大概这样。

So like Claude, Chat, whoever, the usual suspects, they will pay, let's say a million dollars for it and Micro1 will give me 600,000, let's say.

那就是他们的分成。

And that's their cut.

他们想让我上传所有这些数据，因为他们想看看我的商业模式是怎么运作的。

And they want me to upload all this data because they wanna see like how my business model works.

比如客户在说什么，我们怎么跟员工沟通，就是各种你在公开渠道找不到的信息。

Like what customers are saying, how we talk to our employees, like all types of information that you can't find public.

公开渠道是找不到的。

Publicly it's not public.

到目前为止，所有模型都是用公开互联网上的数据训练的。

All the models so far have been trained on the open Internet.

所以就是那些公开可得的内容。

So what was what it was publicly available.

他们不想每次训练模型都用同样的数据。

And they don't wanna use the same input for each model train that they do.

他们想要更多。

They want more.

所以你知道，有传闻说Anthropic买了很多绝版书、稀有书。

So some of, you know, their stories of anthropic buying all these out of print books, all these rare books.

我觉得他们也有同样的

I think they have the same

事情是这样的。

thing.

他们制造了各种扫描仪，可以一页接一页地快速扫描这些书。

They built all these scanners that will, you know, scan page after page after page of this of this of of these books.

为了达到这么快的扫描速度，他们不得不把书的装订拆开，变成一叠可以自由翻动的纸张，这样才能高速处理。

And then they're but to do the scanning that fast, they had to, like, shred the the binding of it and turn it into just a stack of papers that could be shuffled through very quickly.

所以，他们就这样毁掉了许多绝版的珍贵书籍，用这些资料来训练他们的模型。

So they destroyed all these rare out of print books and train their models off of that.

还有，你知道的，他们用的是公私公司的数据，这就是你在说的。

And then there's you know, they're they're doing it with public private company data, so that's what you're talking about.

他们用的是特定领域的专业数据。

They're doing it with niche specific data.

他们花钱请专家去解决问题。

They're paying experts to go solve things.

比如数学家、工程师之类的。

So mathematicians, engineers, whatever.

嘿。

Hey.

看看这个。

Look at this.

看看这些输出，然后给好的答案和坏的答案排名，他们就是这样进行所有训练的。

Look at these outputs and rank, you know, good answers versus bad answers, and that's how they do all their training.

所以私人公司的数据值那么多钱，这真的很疯狂。

And so it's pretty crazy that private company data is worth that much.

这真是件挺离谱的事。

That's a pretty wild thing.

我的意思是，我会非常犹豫去做那样的事情，听起来你也是。

I mean, I would be extremely hesitant to do something like that as sounds like you were as well.

但天哪，那真是太疯狂了。

But damn, that's pretty wild.

这是他们的描述。

Here's their their description.

Micro1 是一个用来训练前沿模型的数据实验室。

Micro1 is a data lab to train frontier models.

所以我们正在通过专家人类数据、真实世界的训练环境和情境评估来构建推动智能进步的基础设施。

So we're building the infrastructure for advancing intelligence through expert human data, real world training environments, and contextual evaluations.

创始人，我觉得他大概25岁。

The founder, I think he's 25.

而且我觉得从纸面上看，他现在已经是亿万富翁了。

And I think on paper, he's a billionaire now.

真是难以置信，创造了这么多财富。

It's just crazy how much wealth is being created.

像你和我这样的人，只能分到一点残羹剩饭，但我要告诉你，我是一只吃得饱饱的老鼠，靠这些残羹剩饭也很开心，因为现在钱流动得太疯狂了。

And guys like you and I, we're just getting the crumbs, but I'll tell you what, I'm a I'm a I'm a happy fed mouse off these crumbs because it is just crazy how much money is is going around.

我是一只吃得饱饱的老鼠。

I'm a happy fed mouse.

那真是太疯狂了。

That's pretty wild.

很多时候，播客的听众会联系我，他们想知道，嘿，Sam和Shaan，你们是怎么认识这么多优秀的企业家的？

So a lot of times, people at the podcast, they'll reach out to me, and they're wondering, hey, Sam and Shaan, how do you meet all these amazing entrepreneurs?

你们是怎么找到这些故事的？

How do you find all these stories?

其实，我有一个秘诀。

Well, I have a hack.

你看，我其实有一个叫Hampton的社区。

You see, I actually have a community called Hampton.

这是一个面向年收入至少300万美元的企业家的社区，虽然我们平均年收入大约是2500万美元。

It's a community for entrepreneurs doing at least 3,000,000 revenue, although we do on average something like $25,000,000 a year in revenue.

我们有DoorDash、Figr、BlueChoo的创始人。

We have the founders of DoorDash, of Figr, of BlueChoo.

所有这些了不起的公司都是Hampton的一部分。

All these amazing companies are part of Hampton.

有趣的是，因为Hampton的环境，坦白说和我的第一个百万非常相似，我们有一个非常独特的高信任环境。

And what's interesting is because of the environment in Hampton, which frankly is very similar to my first million, we have a very unique high trust environment.

申请人通过审核流程后，会被分成八到九人的小组，大家会坦诚地分享各自生活和生意中的真实状况。

When people apply and go through the vetting process, they're put in groups of like eight or nine other entrepreneurs, and they get real about everything that's going on in their life and in their business.

这就像听众听《MFM》播客时，会受到启发去构思新的商业解决方案一样。

And sort of like when people listen to MFM, they get inspired to come up with new solutions for business.

在Hampton的现实生活中，发生的正是这样的事。

That's what happens in real life in Hampton.

这真的能改变人生。

It's life changing.

所以，如果你是一家初创公司的创始人，年收入至少达到300万，而且你想直接跳过中间过程，提前五到十年享受成功的成果，那就去看看吧。

And so if you're a founder of a startup that does at least 3,000,000 in revenue and you just wanna go ahead and pull forward five or ten years worth of success, then check it out.

网址是 joinhampton.com。

The URL is joinhampton.com.

再说一遍，网址是 joinhampton.com。

Again, the URL, joinhampton..com.

好的。

Okay.

我还有几件事要跟你说。

I got a couple other things for you.

一个是那些黑客行为。

One is the hacks.

所以我不知道你有没有关注过，比如，你读过德瓦卡什关于OpenAI智能体集群的博客文章吗？

So I don't know if you've paid much attention to the kind of, like, the did you read Dwarkash's story about the his blog post about the OpenAI agent swarm?

我们之前聊过这个吗？

Do we talk about this already?

我记不清了。

I can't remember.

基本上，你能听听我的理解吗？我想让你告诉我哪里理解错了。

So basically, can you here's my headline reading of it, and I want you to tell me where I'm missing it.

但听起来当我们说“黑客”这个词时，不一定是恶意的，而是智能体为了完成任务，比如查找所有数据，会去入侵一些系统。

But it sounds like when we say the word hacks, it's not necessarily malicious, where it's like the agents in order to go and fulfill their task of like finding all the data are hacking into stuff.

然后像OpenAI这样的公司会跟维基百科或英特尔说，嘿，不好意思，这事发生了。

And then the company like OpenAI will be like, Hey, Wikipedia, or Hey, Intel, I just want, sorry, this happened.