Kimi K3 在人工智能领域超越 Anthropic

欢迎收听本期播客。

Welcome to the podcast.

今天咱们的嘉宾阵容特别强大。

We have a stacked lineup today.

苹果公司起诉OpenAI窃取商业机密的案子越来越激烈，尤其是今年OpenAI还要上市。

Apple's lawsuit with OpenAI over their trade secrets is heating up, especially as there's an IPO coming this year.

所以我们今天要聊聊，这场官司对OpenAI可能带来哪些负面影响。

So we're gonna talk about what some of the negative repercussions on OpenAI are.

就在这个时候，苹果刚刚超越英伟达，成了全球市值最高的公司。

And All of this is happening as Apple has just passed Nvidia as the most valuable company in the world, unseating them.

月之暗面的Kimi K3正试图跟OpenAI的Opus 4.8一较高下。

Moonshot's Kimi K3 is looking to match OpenAI's Opus 4.8.

他们的估值已经达到了315亿美元。

Their valuation has hit $31,500,000,000.

纽约州的州长团队用AI逐条审查了所有州法律，最后还是决定禁止建设数据中心。

And New York City's Hustle, their governor, used AI to review every single rule in state law but still decided to ban data centers.

谷歌已经把NotebookLM改名为Gemini Notebook，并且加入了代码执行功能。

Google has renamed NotebookLM to Gemini Notebook and is adding code execution.

与此同时，一位前DeepMind研究员刚为一家叫Explorian的视觉AI初创公司融了5500万美元，公司估值达到3亿美元。

And at the same time, an ex DeepMind researcher has just raised $55,000,000 at a $300,000,000 valuation for visual AI startup called Explorian.

Databricks也完成了新一轮融资，估值高达1880亿美元。

Databricks also landed funding at a $188,000,000,000 valuation.

今天这期节目，我们会详细聊聊这些事。

We're getting into all of that on the podcast today.

首先，我想跟大家说说我在AI Box里新增的最让人兴奋的功能——MCP，这是一种连接机制，能让Claude或者其他AI工具访问AI Box内部的所有其他AI工具。

First, wanted to tell you about the most exciting feature I have added to AI Box, which is an MCP, basically a connection that allows Claude or any other AI tool to get all the other AI tools inside of it.

让我特别兴奋的是，我现在已经在Claude里集成了图像生成功能。

Particularly exciting for me is that I've added image generation inside of Claude.

你当然也可以用它做音频和视频，但我最看重的还是图像生成这一块。

You can also you can also do audio and video, but image is what I'm really excited about.

我一整天都在做Facebook广告投放，每个广告都是用AI Box的MCP生成的。

I've spent the entire day making a Facebook ad campaign, and every single ad I created with this tool was using the AI Box MCP.

其实你用Claude的时候，只要说‘生成一张x y z的图片’就行了。

Essentially, what you do is when you're using Claude, all you have to do is say, generate an image of x y z.

你直接用平时在ChatGPT里写的提示词，然后加一句‘用AI Box’就行。

You can put the regular prompt you put into ChatGupati or something else and just say, use AI Box.

它自然就明白这是个能生成图片的工具。

Or it really just understands that that's a tool that can generate images.

所以你只要说‘生成一张x y z的图片’就可以了。

So you could just say generate an image of x y z.

Claude会自动调用你的AI Box账户，生成图片后直接拉进来，就在你的云端桌面里打开给你看。

Cloud will go use your AI Box account, generate the image, pull it in, and open it right there in your Cloud desktop so you can see the image inside of Cloud.

这感觉简直像魔法一样。

It feels magical.

我得说实话。

I'm not gonna lie.

我最喜欢的是，它能同时生成多张图片。

And the thing that I love about it is that it can do multiple images simultaneously.

所以我通常会和Claude一起设计一个我喜欢的广告图片模板，但还需要一些图片和小图形放进广告里。

So I'm like I I work with Claude to come up with like a template of an image that I like for the ad, but it needs, you know, images and little graphics inside of the ad.

然后我就会把这部分做完，觉得差不多了。

So I I work on that, and then I'm like, perfect.

这效果看起来很棒。

This looks great.

现在帮我生成20个不同版本，改改标题、导语，再调整一下这些图形元素。

Now make 20 different variations of this, you know, change the title and headline and change these graphics.

就用AI Box来完成所有这些操作。

Go use AI Box for all of that.

它会用AI Box生成所有需要的小图和图形，自动放进它设计好的模板里，一口气输出20个版本。

So it uses AI Box to generate all of the little images and graphics and pulls them into its template it made, and spits out 20 of them.

整个过程只要几秒钟，因为AI Box能同时生成多张图片。

And it does it in, like, a few seconds because it can do simultaneous image generation on AI Box.

这才是让我特别兴奋的地方。

That is what I'm super excited about.

如果你想试试，访问 aibox.ai/mcp 就行。

If you wanna try it out, it is aibox.ai/mcp.

好的。

Okay.

咱们聊聊苹果和OpenAI之间的诉讼吧。

Let's talk about the lawsuit between Apple and OpenAI.

现在很多人都在讨论这件事，特别是因为苹果刚刚超越英伟达，成了全球市值最高的公司。

I think a lot of people are talking about this right now, particularly because the the the story broke that Apple has passed Nvidia to claim the world's most valuable company title.

现在，全球最大的公司要和即将准备上市的OpenAI正面交锋了。

So now we have the biggest company in the world coming against OpenAI, which is looking to IPO soon.

上周五，苹果的市值达到了4.88万亿美元。

Apple hit a $4,880,000,000,000 market value on Friday.

这背后的原因不只是苹果在增长，更是因为英伟达跌了。

And the reason for this isn't just Apple growing, but also Nvidia falling.

英伟达下跌了3%，彻底结束了它长期占据市场榜首的地位。

Nvidia went down 3%, which basically ended their run as the top in the entire market, which they've been sitting there for quite some time.

苹果的估值达到这个数字时，已经超过了英伟达的4.8万亿美元。

Apple's valuation, while it hit that, it surpassed Nvidia's valuation of 4,800,000,000,000.

英伟达股价下跌了，正如我所说，苹果今年上涨了22%，而英伟达只涨了大约7%。

Nvidia shares fell, like I said, Apple's up 22% this year, and Nvidia has gained about 7%.

挺有意思的是，英伟达之前一路高歌猛进，但现在市场热点似乎正在转移。

It's interesting because we're seeing, you know, Nvidia that had such a a good run for so long, and we're shifting out of that being the hottest segment.

华尔街的资金很多都转向了存储和基础设施领域。

And a lot of Wall Street has rotated towards memory and infrastructure.

像美光科技和闪迪这样的公司，现在变得特别受欢迎。

Companies like Micron Technologies and SanDisk are becoming really popular.

看来英伟达可能不再是那个最火、最抢手的公司了。

And so it feels like, you know, maybe Nvidia isn't just hottest, sexiest company.

就在这个时候，苹果在股市表现非常出色，同时它对OpenAI的诉讼也在推进。

Now while this is happening, Apple is doing incredibly well in the stock market and their lawsuit of OpenAI is pushing forward.

他们指控OpenAI挖走了400多名前苹果员工，并通过其首席硬件官窃取了商业机密。

They are alleging that OpenAI hired over 400 former Apple employees and they misused trade secrets through their chief hardware officer.

当然了，随着即将来临的IPO，OpenAI肯定不希望这件事影响到他们的声誉。

And, of course, with the IPO that's coming up, this is something that OpenAI obviously doesn't want to have, you know, tarnishing their name.

苹果在这份诉状中点名了OpenAI的首席硬件官，而这一切恰好发生在OpenAI发布首款硬件产品的同时。

Apple named OpenAI's chief hardware officer in this whole complaint, and they and this is all happening at the same time that OpenAI has released their first piece of hardware.

那是一款售价230美元的键盘，专为他们的编程工具Codecs设计——顺便说一句，我已经下单了，等到了我给大家做个测评。

It is a $230 keyboard for codecs, their coding tool, which I have purchased by the way, so I'll give you guys a review when that comes in the mail.

我其实特别期待这个产品。

I'm actually really excited about that.

是临时起意买的吗？

Was it a spur of the moment purchase?

是啊。

Yeah.

我是在看到这款产品上市的新闻时，正好在录《AI Hustle》播客。

I actually saw the news drop that this thing was available, and I was covering it on the AI Hustle podcast.

播客进行到一半，Jamie突然提起了这事，我当时就愣了一下。

And, like, mid podcast, Jamie starts talking, I'm like, okay.

得赶紧买这个键盘，上面写着库存有限。

Gotta buy this keyboard because it said while supplies lasted.

我知道这东西撑不了多久，所以立马下单了。

I knew the supplies were not gonna last, so I went and purchased it.

顺便说一句，OpenAI 还推出了一款篮球，就是那种颜色渐变、印着 OpenAI 标志的怪异篮球。

Side note, OpenAI also released a basketball that they're selling, and it just looks like a weird gradient color basketball with the OpenAI logo on it.

那个也写着库存有限。

That also said supplies last.

我刚看到这消息，好像是几个小时前才发布的。

I just I saw this and that came out, I guess, a few hours ago.

我赶紧去看了眼，结果已经卖光了。

I went and looked and that was already sold out.

篮球和键盘都卖光了，但 OpenAI 确实在搞这些实体产品，挺有意思的。

So the basketball and keyboard are sold out, but it looks like OpenAI is making these physical products, which is kinda funny.

这些能帮他们摆脱 IPO 的麻烦吗？

Will this save them from their IPO woes?

我觉得不会。

I don't think so.

但这肯定会挺有意思的，因为这是他们第一款硬件产品，而且他们请了前苹果iPhone设计师乔尼·艾维，一起打造一款还没公开的新硬件。

But it's gonna be interesting because that was their first piece of hardware that they're they're they're releasing and they're working with the former Apple iPhone designer, Johnny Ive, to come up with a new undisclosed piece of hardware.

有人说，这 basically 就是台放在电脑旁的智能音箱。

Some people say it's basically like a smart speaker on your computer.

不管怎样，我仔细看了苹果那边提出的那些指控。

In any case, I've looked over a lot of the accusations Apple's made.

这事儿看起来挺严重的，情况不妙。

It's it looks pretty, it looks pretty bad.

他们请来了一位新的硬件主管，这人原本在苹果，然后把苹果整个设计团队给挖空了。

Basically, they brought over a new chief of hardware and he came from Apple and they gutted the entire design team of Apple.

他们一口气挖了将近四百名苹果的设计人员。

They hired, like, 400 people from the design team of Apple.

他以前就在苹果，所以对那儿的人脉一清二楚。

You know, he used to be over there at Apple, so he he knew everyone.

他把他们全都招了过来。

He pulled them in.

他把这些人招来之后，苹果指控他告诉每个人，只要加入OpenAI，就能绕过离职后不能保留公司信息的那些规定。

And when he pulled them in, Apple's allegation is that he told all of them as they were coming to OpenAI, this is how you get around all of the basically, when you quit Apple, how you get around all of the you know, retaining all the information.

带点小部件过来，把内部消息告诉我们，说说苹果那边都在搞什么。

So bring little components, give us the secret words, tell us what's going on at Apple.

有些情况中，员工甚至保留了一台笔记本电脑，还利用VPN的漏洞，继续访问苹果的某些数据。

And in some case, they said that, one of the employees kept, a laptop and used some, like, VPN loophole to to keep access to some data at Apple.

不管怎样，这大概就是苹果起诉的核心内容。

That's kind of Apple's lawsuit in any case.

不过这确实是个重要的教训：员工离职时，他们脑子里的东西也会一并带走。

I mean, it's an important lesson though when when your employees leave, everything in their head also leaves with them.

那么，他们到底带走了哪些机密信息？

So what type of confidential information do they move over?

这些正是这场诉讼要重点调查的问题。

That's what the lawsuit is going to, be covering.

月之暗面的Kimi 3现在正试图超越Anthropic。

Moonshot's Kimi three is looking to beat Anthropic right now.

在一项重要的前端开发基准测试中，它甚至超过了Fable 5。

And on one important benchmark, is a front end developer benchmark, it is ahead of Fable five even.

它的表现真的很出色。

So it's it's really doing well.

这是一个参数规模在两到三万亿的开源模型。

It's a two to 3,000,000,000,000 parameter open weight model.

而这一切都来自一家中国实验室，就在发布这个模型的同时，月之暗面的估值在两个月内飙升到了315亿美元，还在多个基准测试中超越了Anthropic。

And with all of this, it's coming from a Chinese lab, and the Chinese lab's valuation, Moonshot, jumped to 31,500,000,000 in two months, as they're coming out with this model and, you know, it's beating, even Anthropic on a bunch of different benchmarks.

这是中国迄今为止发布的规模最大的开源模型。

This is the largest open weight model that has ever been released from China.

他们今年五月以200亿美元估值融资20亿美元，现在估值已经涨到310亿美元。

They raised $2,000,000,000 at a $20,000,000,000 valuation back in May, now they're valued at 31,000,000,000.

估值在涨，模型也越来越强。

So their valuation's increasing, their model's getting really good.

这一切都发生在 Anthropic 面临压力的时候。

This is all, you know, coming at a time with Anthropic.

他们被政府给拖住了脚步。

They're getting kind of held back by the government.

现在到处都是监管，动不动就来个三十天的审查期，政府得先审核模型才能允许公开发布。

It feels like we're getting a lot of regulation, these thirty day, kind of hold back periods where the government can go and review the models before they release them to the public.

但中国这边完全没这些限制，他们不断推出开源模型，任何人都能下载下来，用自己的数据做微调。

None of that is happening in China and they're releasing all these models, you know, open weight so people can actually get them and fine tune their own models on them.

很多企业客户就喜欢这个，比如拿 Kimi K3 下来，部署在自己的服务器上，就跟中国没关系了。

A lot of enterprise buyers prefer this because if you can grab something like Kimi K three, put it on your own hardware, it's not tied to China.

跟 Moonshot 也没关系。

It's not tied to Moonshot.

他们根本看不到你在做什么。

They don't see into anything that you're doing.

你用自己的数据微调之后，就能在自己的硬件上免费使用，完全自主掌控。

You fine tune your own stuff on this system, and then you can basically access it for quote, unquote free, but you're you're using it with all on your own hardware.

现在有些人说，别用中国模型。

Now some people are like, hey.

别用中国模型。

Don't use the Chinese models.

我觉得中国模型的策略其实是开放的——推出一堆开源模型，让人在家门口就能微调，慢慢就嵌入到你的系统里了。

I think maybe the play for the Chinese models are open basically, release a bunch of these open weight models, get people fine tuning on top of them so they're really they're kind of embedded in your ecosystem basically.

然后你就能推出更好的模型，要么收费，要么干脆说：听好了。

And then you could probably release better models that maybe are paid or, you could just say, hey.

你看。

Look.

如果你不想自己搭服务器，也可以直接用我们的云服务，这其实是个挺常见的做法。

If you don't want to run it on your own hardware, you can also run it on our, on our data, on our, like, servers and stuff, which is which is a popular strategy.

目前，纽约州长凯西·霍楚尔说，

Right now, we have New York's governor, governor Kathy Hustle.

她用人工智能在最近几个月审阅了所有州级法规、政策，她说，如果没有AI，光是这项工作就得花团队五年时间。

She said that she used AI to review every state rule, regulation, policy in the last couple months, and she said that the work they were able to do in in reviewing all of this in the last couple months, she said it would have taken the staff five years if they didn't have AI.

在我看来，这暴露出一个巨大的矛盾。

This, in my opinion, is showing a massive gap right now.

纽约正在用人工智能来提高效率，特别是凯西，她用AI来简化政府工作，但与此同时，她却下令在本州禁止新建任何数据中心。

New York is using AI to streamline and particularly Kathy is using AI to streamline the government, and she's doing all of this while at the exact same time she put a one year ban on new data center build outs inside of their state.

她一边用着AI，一边又禁止AI。

So she's using the AI, but she's banning it.

这就像是那些坐私人飞机去参加环保会议、烧掉上百万磅燃料，然后却告诉别人别开车，说汽车耗能太多的人。

It feels like all of the people that fly on private jets to, you know, environmental conferences and burn a, you know, a billion pounds of fuel and then tell everyone not to drive their car because it uses too much fuel.

对我来说，感觉就是这样。

So that's kind of what it feels like to me.

她说，用AI审查所有法律，效果简直太惊人了。

She said with, what she was able to do with the AI though in reviewing all the laws, which by the way, phenomenal.

我不是全盘否定这一切。

So I'm not like I'm not begging on everything.

如果她真能用AI把这么多法律都理顺了，我觉得这太了不起了。

I think that's amazing if she can use AI to streamline all of the laws.

她说发现了一堆过时的法律。

She said she found a bunch of outdated laws.

其中一条是养狗打猎要交25美元的费用。

One of them was a $25 dog hunting fee.

如果你想带着狗去打猎，就得付25美元。

If you wanted to go hunting with your dog, you had to pay a $25 fee.

居然还有针对孕妇的收费规定。

Apparently, there was a fee for, pregnant workers.

她们要是想半夜之后上班，还得去申请许可。

They had to go get a permit if they wanted to work after midnight.

到处都是这种莫名其妙的条条框框。

There's just like all these random laws and regulations.

一个州存在时间太长，法规越堆越多，这种事难免会发生。

And, you know, this just kind of happens when when a state has been around for so long and all these regulations get added.

可就是没人去清理这些过时的规定。

No one ever goes and takes the regulations away.

所以我完全支持去监管，我觉得他们做得真的很不错。

So I'm all for deregulating, and I think they did, you know, a great job.

他们找出了好多问题。

They found a bunch of things.

Hustle 没有说明他们用的是哪个AI模型，也没透露具体是怎么做这些审查的。

Hustle didn't say what AI model they use for all of the reviews, and they didn't say what their methodology was for for doing all this.

但总的来说，她说这带来了巨大的效率提升。

But overall, she said that this was a huge productivity jump.

她说效率提升了三十倍，比以前强多了，光是用AI来简化流程，就让她看起来像个很酷的州长，这点值得肯定。

You know, she said it's 30 x productivity jump on what she was able to do, so she gets some points for looking like the the cool governor, for using AI to streamline.

说实话，我希望每个州都能这么做。

And honestly, I hope every state does that.

她这件事做得真不错。

So good on her for that.

但她禁止数据中心运营一年，这就很不应该了。

Bad on her for banning, data centers for a year.

不过这其实也没那么重要，毕竟其他州都会拿到这些资源，我想。

Although it doesn't really matter because every other state will get them instead, I guess.

好吧。

Okay.

谷歌已经把NotebookLM改名为Gemini Notebook了。

Google has renamed NotebookLM to Gemini Notebook.

这么说倒也合理。

I mean, it makes sense.

他们就是想统一品牌风格。

They're trying to keep with the branding.

谷歌一向喜欢不断改名、调整产品，甚至直接砍掉一些项目。

Google loves changing the name and changing the products and killing the products of everything.

好在NotebookLM还活着，我很高兴。

I'm happy that Notebook LM is still alive.

他们还给它加了代码执行功能。

They've added code execution to it.

挺有意思的是，他们本来只是随便推出一个产品，结果居然火了。

It's funny because they just basically had a runaway product that was random.

他们一口气发布了好多产品。

They released tons of products.

不知怎么的，Notebook LM 就突然爆红了。

Notebook LM just caught fire for some reason.

我觉得很多学生直接把课本丢进去，让它变成一个能跟自己对话的播客。

I think a lot of students just would throw their textbooks into it and have it do a podcast talking back to them.

他们特别喜欢这种方式。

They like that.

不过话说回来，现在它已经支持代码执行了。

But in any case, it can now do code execution.

它内置了一个安全的云端计算机，能根据你的文档编写代码，做数据分析。

It has a secured cloud computer that can write code against your own documents for data analysis.

这款应用已经有三千万用户，六十万个机构在使用 Notebook LM。

The app has 30,000,000 users, 600,000 organizations are using Notebook LM.

说实话，这真让我震惊。

Honestly, it blows my mind.

我是真玩过这个东西。

I mean, I've played with it.

我也用过。

I've used it.

我认识一些人，天天离不开它。

I know people that religiously use it.

虽然这不是我平时用的工具，但3000万用户，现在还改名叫Gemini Notebook，这真让我没想到。

It's not part of my go to, but it blows my mind that they have 30,000,000 users and now it's called Gemini Notebook.

他们就是给Gemini换个好听的名字，顺便借这个热门工具提升一下形象。

So they're just giving Gemini a better name, and a little bit of a good PR boost with this popular tool.

代码执行功能今天已经上线了，Google AI Ultra订阅用户和Workspace客户现在就能用。

The code execution is live today, so you can go use that for Google AI Ultra subscribers and for Workspace customers.

接下来几周会逐步向所有专业用户开放。

It's rolling out to all pro users over the coming weeks.

笔记本现在会和主版Gemini应用同步了，说实话，我特别支持这一点。

Notebooks will now sync with the main Gemini app, which honestly, I'm all for that.

最烦的就是一堆工具各自为政，还都不互通，尤其是同一个公司出的产品。

I hate it when there's all of these, like, different tools and they're not connected, especially when it's from the same company.

谷歌理应把所有东西都打通才对。

Like, Google really should have everything connected.

我觉得这事儿做得挺棒的。

So I think that that's great.

它以后会出现在Google搜索的AI模式里，让你能直接从自己的文档里提取答案，而不仅仅是搜网页，这真的很酷。

It's gonna appear inside of Google search AI mode and basically let you pull answers from your own documents instead of just the web, which is really cool.

对吧？

Right?

如果你在Google Drive里存了一堆文件，去Google搜索框里一查，它居然能直接从你这些文件里给你答案。

If you have a whole bunch of documents on your Google Drive and you want to you know, and you go in and search it in the search bar on Google and all of sudden it gives you answers from that.

这可是个特别实用的功能。

That could be a really useful bit of context.

这个应用最初是2023年Google I/O上的一项实验项目，现在已经发展起来了。

The app started as a project at Google IO back in 2023, and now it has grown.

它在TikTok上爆红，一下子变得特别火。

It got really famous and and viral from TikTok.

明白了。

Okay.

就在这个时候，前谷歌DeepMind研究员安德鲁·戴为Allurion筹集了5500万美元，公司估值高达300亿美元。

All of this is at the same time that Andrew Day, a former Google DeepMind researcher, raised $55,000,000 for Allurion at a 30,000,000,000 or million dollar valuation.

他做这一切的时候，公司连产品都没推出呢。

He did all of this before the startup shipped anything.

戴的核心判断是，视觉推理——让AI像理解文本那样理解图像和视频——将是下一个前沿方向。

Dai is basically betting that visual reasoning, teaching AI to understand images and video the way the current systematic text handles is the next frontier.

他拒绝了大量高薪邀约，包括像英伟达这样深谙AI研发成本的巨头的战略投资。

And he basically turned down a whole bunch of really high offers to take strategic investors like Nvidia who understand how expensive AI research actually is.

所以英伟达现在是他背后的投资者之一。

So Nvidia is one of his investors.

其他被拒的不少人，戴某在DeepMind待了十多年，做了大量基础性工作，后来全都影响了ChatGPT的发展。

A bunch of other people who got turned down, Dai spent over a decade at DeepMind on foundational work that all later influenced ChatGPT.

Allurion的估值与融资比例，比那位OpenAI联合创始人创办的Thinking Machines还要激进得多，后者曾创下美国历史上最大的种子轮融资之一。

Allurion's valuation to capital ratio was way more aggressive than even thinking machines from, you know, a former cofounder of OpenAI, which was one of the largest seed rounds in US history.

谷歌、OpenAI和Anthropic都在研究多模态理解，这是斯坦福最近推出的一个评估基准。

Google, OpenAI, and Anthropic are all working on multi modal understanding, which is a recent Stanford benchmark.

这个基准特别显示，前沿的视觉模型在基础视觉推理任务上，表现还不如一个幼儿。

And that benchmark in particular showed that frontier vision models are still lagging, and they're they're worse than a toddler on basic visual reasoning task.

所以他正试图破解这个难题，我们拭目以待，看看能不能成功。

So he's trying to crack the code, and we'll see if that is possible.

Databricks刚刚完成了融资，估值达到了1880亿美元。

Databricks has landed funding at a $188,000,000,000 valuation.

他们刚刚敲定了这一轮融资。

They just closed this funding round.

不管怎么说，从纸面上看，他们已经和OpenAI、Anthropic站在了同一个梯队。

They made it basically in the same league as OpenAI and Anthropic on paper anyways.

这家数据和AI平台公司不只是在开发AI模型，还在销售企业用来训练、部署和运行生产环境中模型的底层基础设施。

The data and AI platform company, they're not just building AI models, they're also selling a lot of the infrastructure that companies use to train, deploy, and run models in production.

Databricks 目前在数据仓库领域跟Snowflake竞争——如果你听说过这家公司的话——同时也在模型服务方面跟其他不少大公司正面交锋。

Databricks right now is competing with Snowflake, if you've heard of the company, on data warehousing, and they do they you know, they're also competing a bunch of other big players on, modeling serving.

他们还在持续加强收购布局。

They're also strengthening their acquisition.

他们收购了Mosaic ML，我2023年在播客里聊过这家公司。

They acquired Mosaic ML, which I covered on the podcast back in 2023.

我不太清楚他们为什么这么做。

It's don't know why.

这事儿还挺有意思的。

It's kinda funny.

那期节目我是在旧金山机场录的，想起来觉得挺搞笑的。

This that particular, episode I covered from the San Francisco Airport, which is funny to me.

不过话说回来，这家公司至今还没上市。

But, anyways, the company has basically not done an IPO.

所以他们还没有上市。

So they're not publicly listed.

他们一直靠的是私人融资。

They've just done these private funding rounds.

现在有这么多巨型AI公司选择这种方式，真有点让人想不到。

It's kinda wild that we have these massive AI companies that are doing that right now.

按现在的估值，它们的市值已经超过了大多数老牌企业软件公司。我觉得，它们实际上重新定义了上市的标准——过去像这种规模、估值高达1880亿美元的公司，早就该上市了。

At this new valuation, they're now valued higher than most established enterprise software companies, and I think, basically, they pushed the bar for what it takes to go public because at a $188,000,000,000, you would have expected this type of company to go public in the past.

各位，非常感谢收听本期播客。

Guys, thank you so much for tuning in to the podcast.

如果你喜欢这期内容，别忘了在你听播客的平台给个评分和评论。

If you enjoyed this episode, make sure to leave a rating and review wherever you get your podcast.

另外，如果你想访问80多个不同的AI模型和MCP，把它们都接入Claude，记得去aibox.ai看看。

And as always, make sure to go check out aibox.ai if you wanna get access to over 80 different AI models and the MCP so you can pull all those AI models into Claude.

你可以让Claude生成图片、音频和视频。

You can get Claude to generate images, audio, video.

这能帮你省下大量时间。

It will save you so much time.

太棒了。

It's amazing.

这一周我一直在用，流畅得不得了，真的很喜欢。

It's a buttery smooth experience that I've been doing all week long, and I love it.

如果你想试试，去 aibox.ai/mcp 就行。

So if you wanna check it out, aibox.ai/mcp.

好了。

Alright.

下期节目见。

I'll catch you guys all in the next episode.