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我来给你讲讲 Figma。
Let me tell you about Figma.
我点了 Figma 的按钮。
I push the Figma button.
各位智能代理，这是画布。
Agents, meet the canvas.
你们的 AI 代理现在可以基于设计系统，直接创建和修改 Figma 文件了。
Your AI agents now create and modify your Figma files with design system contact.
你现在收看的是 TVPN。
You're watching TVPN.
这真是让人开心
That's a happy
今天是星期四，2026年6月11日。
is Thursday, 06/11/2026.
我们正在 TVPN UltraM 现场直播。
We're live from the TVPN UltraM.
科技的圣殿，金融的堡垒，资本的中心。
The temple of technology, the fortress of finance, the capital of capital.
我再跟你们说说 ram.com。
Let me also tell you about ram.com.
时间就是金钱。
Time is money.
两样都省下来。
Save both.
企业卡片、账单支付、会计管理，还有更多功能，统统集成在一个地方，用起来特别方便。
Easy use corporate cards, bill pay, accounting, and a whole lot more all in one place.
我得调整一下这边的麦克风。
Gotta adjust my microphone over here.
贝索斯现在对人工智能可是认真的。
Well, Bezos is getting very serious about the AI game.
普罗米修斯项目已经筹到了120亿美元。
$12,000,000,000 raised for Prometheus.
他刚从低调状态现身才六个月，就已经拿到了62亿美元的投资。
It's just been six months since he emerged from stealth with 6,200,000,000 in funding.
这家被称为工业AI的初创公司，在B轮融资中又筹到了120亿美元。
The industrial AI startup, as they're calling it, raised another 12,000,000,000 in series b.
这规模比正常的A轮和B轮大了整整一千倍。
It's just a thousand times bigger than a normal series a and a series b.
以前呢，A轮是600万美元，B轮是1200万美元。
You used to go from 6,000,000 series a, 12,000,000 series b.
现在呢，A轮直接跳到60亿美元，B轮更是120亿美元。
Now it's, 6,000,000,000 series a, 6 12,000,000,000 series b.
确实是大手笔，但AI这东西就是烧钱。
Serious dollars, but AI is expensive.
估值已经达到了410亿美元。
The valuation, $41,000,000,000.
去年十一月的时候，关于Prometheus的信息还几乎没公开过。
Back in November, there was very little disclosed about Prometheus.
我们之前稍微提过一点。
We wrote about it a little.
有人猜测过这个410亿的估值吗？
There was some some speculation on the time 41?
四百一十亿美元。
41,000,000,000.
四百亿美元的公司，能比得上什么？
Bigger than what's a $40,000,000,000 company?
这家公司的做法是收购现有企业？
And this is a business that is buying existing companies?
什么？
What?
关键就在这儿。
That's the thing.
其实并不真的
Don't really
不清楚。
don't know.
真的知道。
Really know.
但这是一大笔钱。
But it's a lot of money.
可能是在收购公司，并试图将它们转型，金额大约在300亿到400亿美元之间。
Could be buying companies and trying to transform them are around 30 b to 40
能够筹集这么多资金，以这么小的股权稀释来收购企业，确实非常了不起。
Well, being able to raise that much capital to buy businesses with that little dilution is a pretty remarkable feat Yeah.
能做到这一点的，几乎只有杰夫·贝佐斯。
That pretty much only Jeff Bezos Yeah.
才办得到。
Could pull off.
没错。
Yeah.
《华尔街日报》又披露了一些细节。
So The Wall Street Journal has some more details.
这篇文章让你更能看懂贝佐斯的思路，他到底怎么看待人工智能带来的影响。
And mostly, it just gives you takes you a little bit more inside the mind of Jeff Bezos and where he's thinking like, how he's thinking about the shape of the AI impact.
标题非常明确。
The headline is very clear.
贝佐斯一边推出新项目，一边驳斥了AI导致失业的担忧。
Bezos bats down AI job loss fears while launching new venture.
新创公司Prometheus打算打造一个通用型工程AI。
New startup Prometheus seeks to build an artificial general engineer.
AGE成了最新的热门词。
A G E is the new buzzword.
我们还以为这类概念都用完了呢。
You thought we were at we thought we were running out of them.
结果又冒出来一个AI。
We got AI.
通用人工智能，就像呼吸一样自然。
A g I a s I r e s I a I f d e.
个人超级智能、元超级智能，待定，持续学习。
Personal super intelligence, meta super intelligence, TBD, continual learning.
普通智能。
Standard intelligence.
对。
Yep.
你平时用的智能。
Your regular intelligence.
普通的。
Standard.
难以言喻的智能。
Ineffable intelligence.
非典型的智能。
The irregular intelligence.
这家做非传统超级智能的公司。
The irregular super intelligence company.
就那个狗窝地段。
Of the dog patch.
狗窝地段。
The dog patch.
差不多就是这种地方。
Something like that.
但现在流行的说法是‘通用人工智能工程师’，他希望这种技术能设计并制造复杂的实体产品。
But artificial general engineer is the new phrase, the new term, and he wants it to be able to design and manufacture complex physical products.
杰夫·贝佐斯认为，人工智能会让整个经济出现劳动力短缺。
So Jeff Bezos expects artificial intelligence to create a labor shortage in the economy.
挺有意思。
Interesting.
你的流动净资产和你的预测之间，好像确实有点关联。
There's some correlation between like liquid net worth and and and your and your projection.
还有你的预约。
And your appointment.
对吧？
Right?
是的。
Yeah.
所以他预计会出现劳动力短缺，同时驳斥了快速发展的技术会让人类失业的担忧，因为他正推出一项新业务，旨在提升工程师的生产力。
So he expects a labor shortage rejecting fears that fast evolving technology will put humans out of work as he launches a new venture aimed at making engineers more productive.
这位亚马逊.com的亿万富翁创始人，别忘了还有蓝色起源公司，正在联合领导一家名为普罗米修斯的新AI公司，计划打造一种能够设计和制造复杂物理产品（比如喷气发动机）的通用人工智能工程师。
The billionaire founder of amazon.com, and don't forget Blue Origin, is co leading a new AI business called Prometheus which plans to build an artificial general engineer that can design and manufacture complex physical products such as a jet engine.
我们刚刚看了一段很酷的演示。
And we just saw some cool demos.
我看到有人用AI快速生成波音747的代码。
I saw people vibe coding Boeing seven forty seven.
很明显，现在只做到了外观部分。
Obviously, it's just the outside.
它在模拟整个过程。
It's modeling it.
它能从互联网上的CAD文件里提取各种参考数据。
It can pull different reference points from CAD files on the Internet.
但很多精彩演示都是靠Fable五驱动的。
But lots of cool demos, many powered by Fable five.
我还看过一些GPT五的演示，有人试着用SVG画出‘骑自行车的鹈鹕’这种经典图案。
I've seen some GPT five stuff as well where people try and go and see the classic like pelican on a bicycle in SVG.
你可以看到，从‘骑自行车的鹈鹕’这种SVG图案，到能实际制造的喷气发动机CAD模型，中间只差一套详细的分步制造指南。
Well, you can see how you can draw a line from pelican on a bicycle in SVG to functional jet engine in CAD that then we can actually go manufacture with step by step instructions for each part.
这离我们并不遥远，趋势已经很明显了，他正是在押注这个方向。
Not that far away, certainly on the trend path and that's what he's investing against.
他在一次采访中说，公司的目标是‘赋能工程师，让创新变得更简单、更快捷，让小团队也能在更短的时间内完成大项目。’
He said in an interview that the company's goal is to quote, empower engineers and make innovation easier and faster so smaller teams can do much bigger things on much shorter time cycles.
这确实不错。
That'd be good.
造一架喷气式发动机得花上好多年。
It takes forever to build a jet engine.
造一架飞机更是没个尽头。
It takes forever to build a plane.
我们接触过好几个创始人，他们几十年来一直在尝试设计新飞机，但始终没法大规模推广，尽管他们在技术突破和原型演示上取得了惊人进展。
We've talked to multiple founders that have been trying to build new plane designs for decades and haven't really been able to scale them up, although they've made incredible gains and traction and demos.
想让新飞机安全通过审批、真正飞上跑道，时间实在太长了。
Actually getting new planes on the runway safely approved has been far too long.
如果AI能把它缩短10%，那就是好几年的差距。
If AI speeds it up by 10%, that's like years.
这太惊人了。
It's crazy.
亚马逊和蓝色起源的联合创始人，加入了这群长期深耕科技领域的领军人物，纷纷投身AI领域。
The Amazon and Blue Origin cofounder joins a group of longtime technology leaders that have jumped into the AI fray.
还有优步的特拉维斯·卡兰尼克、Coinbase的布莱恩·阿姆斯特朗、Robinhood的弗拉德·特内夫，以及Airbnb的布莱恩·切斯基。
You got Uber cofounder Travis Kalanick, Coinbase cofounder Brian Armstrong, Robinhood cofounder Vlad Tenev, also Brian Chesky over at Airbnb.
这些人都在趁着人工智能热潮创办新公司。
These folks are all building new companies around the AI boom among others.
Prometheus公司估值约410亿美元，已从贝索斯、摩根大通、高盛和黑石等投资者那里筹集了120亿美元。
Prometheus, which said it is valued at about $41,000,000,000, has raised 12,000,000,000 from investors including Bezos, JPMorgan Chase, Goldman Sachs and BlackRock.
直接找上了大银行。
Went straight to the big banks.
没错。
Yep.
那些投资风投机构也都心照不宣。
Like, the invest VCs are just like, yeah.
是啊。
Well, yeah.
我的意思是，还有另一个世界，400亿美元的规模。
I mean, there's another world six on 40,000,000,000
对。
Yeah.
这简直就是上市公司的规模了。
Is just like your IPO.
是啊。
Yeah.
完全没错。
Totally.
对吧？
Right?
没错。
Yeah.
这确实是上市公司的估值水平。
That is IPO numbers.
没错，就是这样。
That's yeah.
这是一笔惊人的巨款。
That's a crazy amount of money.
是的。
Yeah.
这事得去找银行才行。
You gotta go to the banks for this.
他们在旧金山、伦敦和苏黎世一共雇了150号人。
They've hired a 150 people across San Francisco, London, and Zurich.
挺有意思的。
Interesting.
尽管硅谷对人工智能的前景充满热情，但普通大众却越来越警惕，担心会大规模失业。
Despite Silicon Valley's enthusiasm enthusiasm for AI's promise, the broader population has become very wary fearing widespread job losses.
贝索斯说，年轻人对人工智能的悲观看法，其实和现实恰恰相反。
Some of the pessimism about AI among young people is the opposite of reality, Bezos said.
我们在就业数据上也看到了这种情况：经济很活跃，通胀高企，但失业率却很低，低于预期。
And we've been seeing this in the jobs numbers like the job the economy is running hot, inflation is high, but also unemployment is very low, lower than expected.
我们正在创造大量就业岗位。
We're adding a lot of jobs.
他说，人工智能会减少对当前某些工作岗位的需求，但同时也会创造更多机会，大幅提升生产效率。
AI will mean fewer workers are needed in jobs that exist today, but it will also create far more opportunities and increase productivity, he said.
这话说得也太乐观了吧。
That's a very white pilling statement.
咱们走着瞧吧。
We'll see how it plays out.
贝索斯认为，如果人工智能能让发明创造变得更便宜、更快、更容易，就业总量最终还是会增长——即使某个环节需要的人手减少到十分之一，新技术带来的新机会却会超过十倍。
Bezos argued that if AI makes it cheaper, faster and easier to invent things, employment will ultimately rise because even though you're shrinking the number of people needed by 10x, the technology will create more than 10x as many opportunities.
亚马逊就是个明显的例子。
And you certainly saw that with Amazon.
实体零售店的店员数量可能减少了，但那些在亚马逊平台及其生态里创业、卖产品的商家，不光是仓库员工，而是整个亚马逊生态里的创业者，数量很可能反而增加了。
The number of store workers in physical retail stores probably shrunk, but the number of entrepreneurs building products, selling them on Amazon in and around ecosystem, not just in the warehouse, but in the broader Amazon ecosystem, probably increase.
美国整体的就业数据也清楚地反映了这一点。
And we certainly saw that in the broad job numbers in The United States.
自1999年以来，劳动力市场一直在稳步扩张。
Like the labor market has grown unequivocally since 1999.
随着人们转行，各地都新增了工作岗位。
We've added jobs all over the place as people have shifted around.
他说，未来会出现大量双收入家庭，但其中一方会退出劳动力市场，因为生产力提升得太快了。
There there's gonna be two there are going to there's going to be two earner income households where one earner drops out of the labor pool because there's gonna be so much productivity, he said.
这个观点挺有意思。
That's an interesting take.
他的意思是，生产力会大幅提升，以至于有些人会主动选择不工作。
He's saying that there's gonna be so much more productivity that some some people will choose not to work.
当然，这种情况不会反映在失业率上，因为失业率只统计那些正在积极找工作的人。
And of course, that won't necessarily show up in the unemployment rate because the unemployment rate only measures people that are actively looking for jobs.
所以，可能出现一种情况：从事传统工作的总人数在减少，但失业率依然很低，因为很多家庭只需要一个人工作，收入就足以养活全家。
So you could have a world where the workforce is shrinking in terms of the number of people that have typical jobs is declining, but the unemployment rate is also very low because you have more single earner households, one person working, making more than enough money to support the whole family.
这有点像老一辈的观念，让人想起上世纪中期那些未必真实的故事，但无论如何，这确实是个乐观的看法。
Sort of an older school mindset, hearkens back to the maybe apocryphal stories about the mid twentieth century, but certainly an optimistic view nonetheless.
是的。
Yeah.
这值得注意。
It's notable.
NEAT人数自2021年以来一直在上升。
NEAT levels have been rising since 2021.
对。
Mhmm.
这些人既不在教育行业工作，也不在其他岗位上。
That's not employed in education or Not in employment.
这个趋势早在当前的AI模式出现之前就已经开始了。
So that trend started well before Mhmm.
当前的AI模式。
The current AI paradigm.
是的。
Yeah.
但我不意外它会继续下去，希望如此，原因跟贝索斯说的那些有关。
But wouldn't be surprised if it continues, hopefully, for the reasons that Bezos
对。
Yeah.
正在讨论的内容。
Is talking about.
我觉得大家会非常关注他暑假的计划，约翰。
I think there's gonna be a lot of focus on his summer plans, John.
是的。
Yeah.
我觉得会有比以往更严格的审查。
Think there's gonna be more scrutiny than ever.
你知道的，这家伙连在地中海坐大船兜风，Mhmm。
You know, this is a guy that can hardly jet around the Mediterranean Mhmm.
都很难不被每天拍到。
On a big boat without being photographed every single day.
确实如此。
That's true.
这还是在那些接连不断的数十亿美元融资之前的事。
And this was prior to these back to back, you know, multi billion dollar rounds.
是的。
Yeah.
所以到了夏天，我觉得大家会格外关注他。
And so going into the summer, I think people are gonna be paying extra attention.
对吧？
Right?
他是每天泡在海滩俱乐部，还是只在周六限定四小时？
Is he doing back to back days at the beach club or is he keeping it to a four hour window on Saturday?
最晚周六晚上就得把他管住，让他好好睡一觉。
Lock him back in by Saturday night, getting a good night's sleep
有可能。
Potentially.
周日他得花时间准备接下来一周的事。
Spending his Sunday, you know, preparing for the for the coming week.
对吧？
Right?
他确实有个联席CEO。
He does have a co CEO.
也许他们分担了职责。
Maybe they've split it up.
大多数人觉得联席CEO就是两个人一起参与所有决策。
Most people would think co CEO is like they're both involved in every decision.
也许一个是负责冬秋季，另一个负责夏春季。
Maybe it's more of like a he takes the winter and fall quarters and the other co CEO takes the summer and spring.
就这么分开干，以前还真没人这么做过联席CEO。
Like, you divide it up that way, no one's ever tried that with a co CEO.
你管半年，我管半年。
Just like you run the company for six months, then I run the company for six months.
然后你彻底去度假，可能吧？
And you're completely off on vacation, maybe?
是的。
Yeah.
对。
Yeah.
另一种可能是，贝索斯会说，周五晚上7点
The alternative is, you know, Bezos would say like Friday
对。
Mhmm.
到周六凌晨两点。
From 7PM Mhmm.
我一直在线上。
Until 2AM on Saturday.
我不太可能一直在线。
I'm not gonna be super Yeah.
特别活跃。
Available, super online.
然后从凌晨两点到上午十一点左右，我会完全 offline。
And then also from 2AM till till around 11AM, I I'll be fully fully offline.
好的。
Okay.
周六还有一个小时左右的时间，你可以安排个午餐休息。
Then there's about a one hour window on Saturday where you can take like a lunch break Sure.
你想做什么都行。
Whatever you Sure.
随便你安排。
Have to do.
是的。
Yeah.
但从下午一点到凌晨两点，
But then from 1PM Yeah.
我都会在线。
Until 2AM Yeah.
周日我又会完全不上线。
Sunday, I'm gonna be offline again.
不过之后就会回来，你知道的。
But back, you know
既然你们是联合CEO，不如这么安排：我负责奇数时段的TBPN，你负责偶数时段。
Maybe if you're co CEOs, you should just do I I'm CEO of TBPN on the odd hours and you're on the even hours.
好主意。
Yeah.
要是遇到紧急情况，
And so if there's a big
非生产性的问题？
to non productivity?
错开安排。
Interlace them.
错开安排。
Interlace them.
对。
Yeah.
哦，现在都三点了？
So, oh, it's 3AM?
给乔迪打个电话。
Call Jordy.
哦，都四点了？
Oh, it's 4AM?
给约翰打个电话。
Call John.
联席CEO这个安排挺管用的。
Co CEO is working out.
贝索斯和维克·巴贾共同担任这家新公司的联席CEO，维克是谷歌的老将，也曾经是医疗健康领域的创业者和投资人。
Bezos is the co CEO of the new company along with Vic Bajaj who a a better a Google veteran and former healthcare founder and investor.
他们是在2024年底创办了普罗米修斯公司。
They started Prometheus in late twenty twenty four.
所以人们都把这当成是一夜成名的事。
So people have sort of pegged this as like a Overnight success.
其实都快2026年了，他们才开始进场。
Late It's oh, it's 2026 and they're jumping in.
他们其实已经埋头干了整整两年，而且杰夫·贝佐斯在人工智能和机器人领域经验极其丰富——从亚马逊的推荐系统，到Kiva机器人，后者可以说是机器人浪潮里的Instagram级成功案例。
They've been working on this for two full years and obviously Jeff Bezos has an incredible amount of AI and robotics experience both in the recommender systems in Amazon and Kiva Robotics, which is probably like the you could make the argument that it's like the Instagram of the robotics boom.
这算是历史上最成功的收购之一了。
It's like one of the most successful successful acquisitions.
今天我们上午11点45分还在跟一家机器人公司的创始人聊天。
We're talking to the founder of a robotics company at 11:45 today.
他的联合CEO是斯坦福医学院的兼职教授，之前共同创办了谷歌的生命科学部门。
So his co CEO is an adjunct professor at Stanford School of Medicine who previously co founded Google's life sciences division.
没什么大不了的。
No big deal.
这可是了不起的成就。
That's a huge accomplishment.
这家公司的目标是打造能够贯穿整个工程流程的AI系统。
And the company's goal is to build AI systems that can assist throughout the entire engineering process.
从产品设计、性能预测，到实际制造，全都涵盖在内。
That ranges from designing products and predicting their performance to manufacturing them.
我们想从头到尾彻底解决这个问题。
We're trying to approach that problem end to end.
他们还举办了多场演讲活动。
They also held talks.
这场才是重头戏。
This was the big one.
他们办演讲是为了筹集一千亿美元的资金，这可不是小数目。
We they held talks to raise a $100,000,000,000 fund, which is a lot of money.
我们待会儿会聊SpaceX，不过它现在也在筹七十亿美元，规模巨大，备受关注。
We will talk about SpaceX in a bit, but SpaceX is looking for 70,000,000,000 and it's a huge business with so much attention.
这是完全崭新的尝试，他们打算把这一千亿全部投入进去。
This is an entirely new thing and they wanna put a 100,000,000,000 to work.
不过，贝佐斯资金雄厚，完全可以撑得起这笔投资，稳住局面，而且他的人脉也非同一般。
But, of course, Bezos has plenty of money and to backstop it, anchor it, do whatever he needs and he has massive connections.
《华尔街日报》报道了这件事，说他们成立这个基金的目标，是收购制造企业，并在运营中全面部署人工智能。
So the Wall Street Journal reported this and they said the goal was with that fund to acquire manufacturing businesses and deploy AI across their operations.
还记得我们之前列过一张清单，看看一百亿美元到底能买下哪些公司吗？
Remember we did that whole list of what could they actually buy for a $100,000,000,000?
什么样的收购才算物有所值？
What would be a good buy?
当时我们还讨论了一些很有意思的可能性，比如买下固特异，专门搞轮胎制造。
And there were some very interesting like, you could buy a Goodyear, for example, and work on tire manufacturing.
我之前的所有预测可能都错了，但能这么大致逛一圈美国制造业，倒也挺有意思。
And I think I was wrong in all my predictions, but it was an interesting exercise to to just take a little tour of the American manufacturing
其实就是一种基础模型，能生成完整的产品规格、设计图之类的，精度还很高。
read on it is some combination of like a foundation model that allows you to generate full product full full products like product specs, designs, etcetera to high fidelity.
对。
Yeah.
然后就是那种按需生产的基础设施，能随时把产品制造出来。
And then something like a send cut, send style infrastructure where you can just make that product on the fly Yeah.
然后直接送上门。
And get it delivered.
对。
Yeah.
我们现在就处在一个阶段：在电脑上，你就能生成世界上任何东西的图像。
And that is the moment we're in right now where on your computer you can make at least an image of anything you want in the entire world.
但另一边的进展却没跟上。
But then, there hasn't been that much of a speed up on the other side.
对吧？
Right?
所以要是能把这两端连起来，那可就太棒了。
And so closing the loop there is gonna be very, very cool.
哇。
Wow.
这家叫普罗米修斯的公司，规模比保险公司AIG还大。
This company, Prometheus, is bigger than AIG, the insurance company.
比Chipotle还大，比房地产公司CBRE也大。
Bigger than Chipotle, bigger than CBRE, the real estate
市场资本化网站上的John，你说的是这些公司吗？
companies marketcap.com, John?
不是。
Not.
我现在在切斯特菲尔德。
I'm on Chesterfield.
比百度还大？
Bigger than Baidu?
哇。
Wow.
这简直太疯狂了。
That is that is crazy.
约翰，你觉得他们会因为傲慢而受到惩罚，被永远锁住吗？
John, do you think that they're gonna be punished for their hubris and chained for
永远被……
eternity with with
普罗米修斯这个名字的命名决定论，真是有点荒谬。
the The nominal determinism of Prometheus is sort of crazy.
对吧？
Right?
是的。
Yeah.
然后每天都有老鹰飞来，啄食他的肝脏，永无止境。
But And then for eternity, eagle comes, eats his liver every day.
普罗米修斯这已经是第三个做类似事情的AI公司了吧？
Isn't Prometheus like the third time an AI company has done this?
之前Meta就有一个叫普罗米修斯的数据中心，然后……
Because there was the Prometheus data center at Meta and then
还有一家公司叫伊卡洛斯。
There was a company called Icarus too.
伊卡洛斯？
Icarus?
是的。
Yeah.
我因为这事惹了麻烦，当时在跟《纽约客》的记者聊，说得有点过头了，我说他们团队挺厉害的。
I got in trouble for that one because I was talking to a New Yorker reporter about that and and sort of overstepped a little bit because I was like, they have a great team.
我其实挺支持他们的。
I'm rooting for them.
但话说回来。
But Yeah.
不过这事儿不太妥当。
But not Cool.
所以我觉得还得再搞一家叫赫拉克勒斯的公司。
So so I think we need another company named Hercules.
对吧？
Right?
因为赫拉克勒斯救了普罗米修斯。
Could because Hercules saves Prometheus.
他把普罗米修斯从锁链中解放了出来。
He frees him from the chains.
明白了。
Okay.
但是呢
But then
赫拉克勒斯是一家叫赫拉克勒斯的公司？
Hercules Is a company called Hercules?
这名字挺不错的。
That's a good company name.
我喜欢
I like
就是这个。
that one.
对。
Yeah.
但这个是针对你的，
That's for But you,
是的。
yeah.
如果真这么操作，那将是最新一批投资方收购成熟企业，并利用人工智能提升生产效率和利润率的案例。
So if raised, it would be the the latest in a series of investors buying established companies and using AI to improve productivity and margins.
我们已经看到好几支基金推出了这类项目——AI整合、AI现代化，还有私募股权公司。
We've seen a couple of these funds, roll out, the AI roll ups, AI modernization, private equity firms.
当然，私募股权公司本身也在做这类事。
Obviously, private equity firms themselves are doing this.
但还没人拿出一千亿美元来干这个。
But no one's come in with a $100,000,000,000.
你跟其他做这件事的公司根本不在一个档次。
You're in a completely different tier from all the other companies that are doing this.
我们节目上请过不少这样的公司。
We've had many of them on the show.
贝索斯说，AI的进步催生了多个黄金时代，而且是同时发生的，不止一个。
AI's advances have paved the way for quote a multitude of golden ages, not just one, happening simultaneously, Bezos said.
他说，现在是创业最好的时机。
He said, this is the best time to start a company.
我喜欢这种
Love the
乐观态度。
optimism.
太疯狂了。
Crazy.
你可以收购战略型公司，比如微策略这样的公司。
You can buy strategy, micro strategy
对。
Mhmm.
Prometheus 和比特币的评估方式大致相同。
And Prometheus are roughly the same, evaluate the same, as well as Bitcoin.
现在的策略有点不太顺。
Strategies in a in sort of a rough spot.
对吧？
Right?
比特币不是跌了吗？
Isn't Bitcoin down?
没有。
No.
它其实表现不错，我的意思是，
It's a good it's mean, it's an
挺有意思的，它
interesting it's
这可是个有意思的赌注。
an interesting bet.
对吧？
Right?
你打算买点啥？
What do you wanna what do you wanna buy?
在市值四千一百亿美元的时候，你最想拥有什么？
What do you wanna own at at 41,000,000,000?
是的。
Yeah.
MicroStrategy 现在差不多是四十二亿。
MicroStrategy is at 42, technically.
对。
Yeah.
你要是买 Reddit，那可是三百三十亿美元。
You buy Reddit, that's 33,000,000,000.
不过，接下来我们得聊个事儿：玩家群体开始行动了。
Anyway, the next story we gotta talk about is gamers are rising up.
玩家群体开始行动了。
Gamers are rising up.
你听说了吗？政府想在机场里设健身房。
You heard that the government was trying to put gyms in airports.
可玩家们可不答应。
Well, the gamers had something to say.
他们正在抵制。
They're pushing back.
机场休息室现在开始专门为玩家服务了。
Airport lounges are catering to gamers.
在这些休息室里，电子游戏的重要性甚至超过了饮品。
The airport lounges where video games are more important than drinks.
旅客们可以趁候机时间玩玩《马里奥赛车》或者《我的世界》，打发时间。
Travelers can kill time, play everything from Mario Kart to Minecraft before their flight.
咱们得这么干。
We gotta do this.
下次坐飞机，咱们也活动活动筋骨。
Get a little rust going next time we're flying.
就这么办。
Let's do it.
大卫·利维·杨在开始聊这个之前提到的第一件事是
The first thing David Levy Yang Before noticed
我们聊这个之前，安检有没有变得更好、更稳定了？
we dive into this, has TSA gotten like better, more consistent?
我对这事有个不一样的看法。
I have a hot take on this.
我觉得安检部门可能被削弱了。
I think TSA might be gutted.
我觉得他们现在还挺到位的。
I think they're pretty dialed.
我觉得挺好的。
Think it's good.
最近大概三十次飞行中，
Out of the last maybe 30 Yeah.
都没出过问题。
Flights.
没错。
Yeah.
太离谱了。
Really stupid.
我最近在安检通道等的时间从来没超过三十分钟。
I have not waited more than thirty minutes
对。
Yeah.
一次都没有。
In a security line.
是的。
Yeah.
而且这说明商业航空显然还是
And And that makes like commercial is obviously still
折磨。
Torture.
折磨。
Torture.
这简直像是一种记忆清除式的惩罚。
It's sort of a But amnesia punishment.
羞辱仪式。
Humiliation ritual.
但话说回来，能提前知道安检要等三十分钟，确实好不少。
But that being said, being able to plan on a thirty minute security line Yes.
这让坐飞机变得还算可以接受。
Makes commercial travel pretty Yeah.
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太苛刻了，每个喜剧演员都拿它开玩笑，因为这事儿人人都经历过。
Pretty mean, it was the butt of every comedian's joke because it's so universal.
每个人都被TSA折腾过。
Everyone's been through TSA.
流程特别慢。
It's very slow.
把鞋脱了。
Take your shoes off.
到处都是能逗乐的槽点，尤其是得脱鞋这一条。
There's a million little places for comedy gold that's highly take your shoes off.
是啊。
Yeah.
连笔记本电脑都不用拿出来。
You don't have to even take your laptop out.
对。
No.
现在又恢复了。
It's it's getting back.
而且你知道吗，他们一路上会拍你十几张照片，监控越来越严了。
And there's like I mean, I guess it's getting more surveillance y because they take a photo of you like 17 times on the way through.
不过你其实可以拒绝。
You can refuse that though.
真的可以吗？
You can?
是的。
Yeah.
你就直接说不行？
You can just say no?
尼克就经常这么做。
Nick Nick does that.
你直接说不行就行。
You can just say no.
但那样就不行了。
But then don't Yeah.
就可以直接说不。
Can just say no.
他们以前经常会说，大概两年前，还经常提醒你这是可选的。
They don't They used to about I would I I will say about two years ago, they would tell you more frequently like it's optional.
是的。
Yeah.
这是可选的。
It's optional.
明白了。
Okay.
现在就直接拍照了。
Now, they're just like photo now.
明白了。
Okay.
你可以看看上面的文字，
And you can read the text and
上面写的是你可以选择退出。
it says like you opt out.
明白了。
Okay.
整个流程都能选择退出吗？
Can you opt out of the whole thing?
这整个流程是不是就是个高度自主的测试？
Is it all just like a high agency test?
你完全可以直接说，算了，我不想参与了。
You can just be like, actually, I just wanna go around.
连金属探测器我都懒得过。
I don't even wanna go through the metal detector.
他们却说：好的，这边请，先生。
And they're like, yeah, right this way, sir.
从来没人想过要逃离矩阵，但你已经通关了。
No one's ever thought to break out of the matrix, but you reached the final level.
你抵达了真实世界。
You reached base reality.
干得漂亮。
Good job.
继续吧。
Continue.
是的。
Yeah.
但说实话，我原以为得花三十分钟才能通过。
But but truly being able to plan on, it's gonna take me like thirty minutes to get through.
不用。
No.
你提前四十五分钟到就行，特别省事。
You can like comfortably show up forty five minutes before It's very efficient.
航班。
Flight.
是的。
Yeah.
很准时。
Reliable.
每次都赶得上。
Make it every time.
每次都赶得上。
Every time.
每次都赶得上。
Every time.
这意味着
Which means
你又把事情推得更靠后了，哦，对了。
that you're pushing it even more to the Oh, yeah.
我经常过安检的时候
Oftentimes, I will be getting through security
是的
Yeah.
对
Yeah.
约翰会发消息说，刚把车停好，马上就到。
And John will text text and be like, just got my car.
我马上就到。
I'll be there.
我大概四十分钟后停车。
I'll be parking in forty five minutes.
我还以为自己时间有点赶呢。
And I'm like, I thought I was cutting it a little bit close.
但天命如此，你总能赶得上，总能赶得上。
But Mandate of Heaven, you always make you always
总能赶得上。
make it.
我每次都赶得上。
I always make it.
如果你从来不会误机，那说明你出发得太早了，根本没在边缘试探。
And if you're not missing flights at least like 10% of the time, you're actually setting your you're not you're not cutting it close enough.
对。
No.
但你得冒点风险，不然纯粹是在浪费时间。
But you have to be taking some level of risk or else you're just wasting time.
不对。
No.
对。
Yes.
不对。
No.
因为很多时候
Because often oftentimes
我觉得你去找投资人的时候，心里想的是绝对不投任何会亏钱的公司。
I think you went to an investor and you were like, your goal is to never invest in a company that goes down.
哦，你是风投。
Oh, you're a VC.
但如果你的投资组合里出现一个零回报的项目，那你以后就再也别想投了。
But you're but you're but if you get a single zero in your portfolio, you can never invest ever again.
你会这么做吗？
Would you do that?
绝对不可能。
No way.
绝对不可能。
No way.
绝对不可能。
No way.
我没在参与。
I'm not I'm not engaging.
绝对不行。
No way.
你的投资组合里肯定会有一些零回报的项目。
So you're you're gonna have some zeros in your portfolio.
你肯定会错过一些机会。
You're gonna miss some flights.
但平均来看，你的回报会很不错，对吧。
But on average, your Yeah.
DPI会相当好，这是什么意思？
DPI is gonna be quite good, which is?
不对。
No.
但是
But
在比较某些东西，就是那个。
Comparing something comparing that.
这个才是关键所在。
This is where the argument goes.
我在机场也能玩得很开心。
I can just have as much fun as the at the airport.
所以我一点都不介意提前五个小时到。
So I don't mind showing up five hours early.
不行。
No.
不行。
No.
但好吧。
But okay.
如果你错过了航班，然后
If you miss your flight and then
比赛。
The game.
下一班航班大概要等三个小时。
The next flight is like three hours
是的。
Yeah.
对。
Yeah.
然后呢，
Then like
没错。
Yes.
这算不对啊，因为你要是只提前十分钟到，或者稍微早一点，那也没用。
It doesn't it doesn't math out because like if you just get to your flight ten minutes or like a little bit earlier Yeah.
那样才刚好对得上。
Then it'll like match.
这么说吧，挺有道理的。
Like think it makes sense.
所以简单说，假如我每周飞一次，用我的方法能省下一小时。
So so basically like like let's say I fly once a week and I save an hour with my strategy.
那一年就是五十个小时，可你不是只省了一小时。
That's fifty hours a year and I only miss You're not one saving an hour.
航班。
Flight.
我省了二十五小时，其实是省了三个小时。
I save save twenty five I save three hours.
你根本不是在节省时间。
And you're not you're not like saving the time.
我确实省了。
I am.
我确实省了。
I am.
你可能只是在酒店里喝杯咖啡，或者做点别的，随便聊聊，这些事本来就能做。
Were probably at at your just like having another coffee at the hotel and or like doing something, having a conversation that you could just have.
不是的。
No.
我真的在去机场之前，正被困在钟表厂里。
I was literally And now before I go to the airport, I am literally locked in at the clock factory.
明白吗？
Okay?
我就被困在钟表厂里。
I'm locked in at the clock factory.
我现在是这辈子最高效的时候。
I'm being the most productive I've ever been
而且还在做钟表。
and Making clocks.
我一个钟表一个钟表地做。
I'm making clocks clock by clock.
你觉得那段时光一点用都没有。
And and you think that that time's useless.
明白了。
Okay.
你现在可以在机场打游戏。
Now, you can be gaming at the airport.
对。
Yeah.
那你应该早点到。
So should get there.
如果我想在《使命召唤》里升到高级段位，我得提前两小时，大概七点就到那儿。
Should get if I want a Prestige on COD, I should get there maybe like 70 John, two hours
你就是觉得，唉，我今天凌晨两点就得起床。
you're just like, yeah, I gotta get up at 2AM this morning.
我有个特别早的航班。
Like, I got like a I got a super early flight.
他们问：‘你航班几点啊？’
They're like, oh, what time is your flight?
大概上午十一点。
Like 11AM.
十一点。
11AM.
对啊。
Like yeah.
这难道是巧合？
Oh, is this a coincidence?
GTA六刚发布，你就提前十个小时到机场？
GTA six dropped and you're going to the airport ten hours early?
现在你可以了，因为机场贵宾室开始照顾玩家了。
Well, now you can because airport lounges are starting to cater to gamers.
玩家才是最重要的群体。
Gamers are the most important constituency.
总有一天我们会迎来一位游戏玩家出身的总统。
We're going have a gamer president one day.
所以，David Lee 和 Cassie Yang 周五在明尼阿波利斯圣保罗国际机场一号航站楼的新休息室一坐下，注意到的第一件事是……
So, the first thing that David Lee and Cassie Yang noticed when they popped into the new lounge in Terminal 1 in Minneapolis St.
（注：此处原文断句，实际为同一句话的延续，但按输入保持独立条目）
Paul International Airport on Friday.
并不是调酒机器人，尽管那里确实有调酒机器人。
Wasn't a robot bartender, which they have apparently.
我记得本应该会途经明尼阿波利斯-圣保罗
I believe Ben will be traveling through Minneapolis St.
机场。
Paul.
我们得给他整个游戏挑战，看看他能不能赶在登机前，在《使命召唤》里升到最高等级。
We should give him a little gaming challenge, see if he can see if he can get to prestige on cod before he hits his flight.
只有身处这个数字化时代的家长才能体会到这种感觉：终于能不受打扰地用自己的手机了。
It was something only parents in this digital device era could appreciate, unfettered access to their phones.
他们的孩子，一个八岁，一个十二岁，正忙着在休息室的游戏站玩《马里奥赛车》和《 Crash Bandicoot》，根本不需要拿手机来打发登机前的时间。
Their kids, eight and 12, were busy playing Mario Kart and Crash Bandicoot at the lounges video game stations to commandeer their phones for some preflight screen time.
这个Portal休息室的设计，完全不是你爷爷那代人熟悉的机场休息室模样。
The Portal Lounge is by design not your grandfather's airport lounge.
当然，这里也有个小自助餐区和酒保——不管是真人还是机器人，都会调制经典的‘老式鸡尾酒’。
Yes, there is a small buffet and bartenders, robot and reel, that pour that lounge libation staple an old fashioned.
但这里的重点是娱乐，尤其是游戏。
But the focus is on entertainment, their gaming.
这个最新概念出自一对夫妻搭档，他们决心改变机场候机的无聊时光。Emma和Jordan Walbridge，分别有酒店和医疗销售背景，于2038年在达拉斯-沃斯堡国际机场开了第一家以游戏为主题的机场休息室，叫Game Way。
Its latest concept from a husband and wife team on a mission to amp up airport downtime, Emma and Jordan Walbridge with backgrounds in hotels and medical sales respectively, opened their first airport video game lounge at Dallas Fort Worth International Airport in 2038 called Game Way.
如今，全美已有11家这样的休息室，今年还会有两家新开业。
There are now 11 of them at airports across the country and two more due to open this year.
明尼阿波利斯的Portal是这个概念的最新升级版，多了不少新花样。
Portal in Minneapolis is the latest iteration of concept with a few more bells and whistles.
他们之所以专注游戏，是因为在商务出行时经常光顾机场休息室，发现大多数都太沉闷了。
They zeroed in on video games after regularly visiting lounges on business trips and finding them two stayed.
我总觉得像在图书馆一样，”艾玛说，“有人还嘘别人，让别人安静。
I always felt like I was in a library, Emma says, with some guests slushing others and throwing shushing others and
我很高兴。
throwing I'm glad
这张图让我感觉自己像在看电视。
this picture makes me feel like I'm a television screen.
你这话什么意思？
What do you mean?
哦，因为他们看你的时候，好像你就是
Oh, because they're looking at you like you're
靠操控。
With the control.
你就是游戏本身。
You're the game.
对。
Yeah.
挺有意思的。
Interesting.
她玩马里奥赛车已经好多年了。
She's played Mario Kart for years.
乔丹玩过《光环》，而且马上就要推出新战役《进化》了。
Jordan has played Halo, which is getting a refresh soon with Campaign Evolve.
我觉得这个比机场健身房那股风潮会更成功。
I think this I think this is gonna be more successful than like the whole airport gyms movement.
我也这么觉得。
I think so.
时不时就有人在网上问，为什么机场没有健身房？
Like the the every once in a while, somebody will post online, why don't airports have gyms?
对啊。
Mhmm.
确实有几次，要是有个健身房就好了。
And there's been a few moments where it would've been nice to have a gym.
对
Mhmm.
但想象一下，要是你每次坐飞机，哪怕只有5%的人在登机前跑了整整一小时的跑步机
But imagine a world where, you know, even just 5% of your flight
是的
Mhmm.
刚从跑步机上下来
Had just gotten off of an hour on the treadmill.
是啊
Yeah.
浑身是汗地登机
And was getting on the Pretty sweaty.
那可真够累的
Pretty brutal.
确实挺重的
Pretty heavy
确实够呛。
Pretty brutal.
有人在大口喘气。
Some heavy breathing going on.
我不太确定。
I don't know.
机场里可以有高尔夫模拟器。
Golf simulators in airports.
这种事其实早就可以做了。
That could be done that before.
是的。
Yeah.
你真的做过这个。
You've actually done that.
你确实做过。
You've actually Yeah.
模拟高尔夫。
Simulated golf.
挺有意思的。
Interesting.
赛车手马丁。
Racer Martin.
一个19岁的亚利桑那厨师叫这个名字，真够怪的。
What a crazy name for a 19 year old chef from Arizona.
R-a-y-c-e-r。
R a y c e r.
这名字挺酷的。
That's a cool name.
赛车手。
Racer.
他在芝加哥中途机场的Gameway Lounge玩《Apex英雄》。
He plays Apex Legends at the Gameway Lounge at Chicago's Midway Airport.
我一屁股坐在游戏机前，一边吃着健怡可乐和乐事青柠酸奶味薯片，一边玩马里奥赛车，结果丢脸了。
I plunked down at the gaming station and embarrassed myself playing Mario Kart over a lunch of Diet Coke and Ruffles Cheddar and Sour Cream Chips.
那位耐心的Gameway经理以前在GameStop工作，他告诉我这事儿全靠练习，还劝我回家也玩玩。
The patient Gameway manager who used to work at GameStop assured me that he that it just takes practice and encouraged me to play at home.
另一位员工尽力教我玩《我的世界》，可我才玩了五分钟就放弃了。
Another employee did her best to introduce me to Minecraft even though I gave up after five minutes.
这位《华尔街日报》的记者显然还在摸索这些游戏的门道。
This Wall Street Journal reporter is clearly learning the ropes of these games.
明尼阿波利斯更大的Portal Lounge主要靠电子游戏吸引人，它在阵亡将士纪念日周末刚在D航站楼开张，但这里不止有游戏。
Video gaming is the main attraction at the much bigger Portal Lounge in Minneapolis which opened over Memorial Day weekend in the D Concourse, but it's just one attraction.
这里的餐饮更像休闲酒吧，有自选碗、桶装碗、水牛城花椰菜沙拉，还有甜品杯。
The food is more lounge like with build your own bowls, slot bowls, buffalo cauliflower salad fix, and a cup of dessert.
为了增添未来感，一台机器人调酒师站在中央，忙着调制饮品。
Adding to the futuristic feel, a robot bartender takes the center stage pouring drinks.
这台机器人来自同一家公司，他们还打造了皇家加勒比邮轮上那家近4000平方英尺的仿生酒吧。
It's from the same company as the makers of the Bionic Bar on some Royal Caribbean ships at almost 4,000 square feet.
Portal的档次还比不上美国运通百夫长休息室那种地方。
Portal isn't on par with, say, an American Express Centurion lounge.
更像那种小型的逃离式休息区。
It's more like one of those smaller escape lounges.
RC可乐是现打的。
RC Cola is on tap.
音乐设备多得是，座位也充足，就是没有专属洗手间。
There's music outlets galore and plenty of seating, but no dedicated bathroom.
游戏区在后面，灯光很亮，氛围十足。
The gaming lounge is in the back and bright game way.
你可以亲自去体验一下。
Anyway, you can go check it out.
看起来
Seems
如果我们让约翰继续说下去，他准会一直聊机场里的游戏区
If we let John keep going here, he would just talk about airport gaming
不行。
No.
不行。
No.
我会聊Railway，因为Railway是全方位的智能云服务商。
I would talk about Railway because Railway is the all in one intelligent cloud provider.
用你最喜欢的工具部署网页服务器、数据库等等，Railway会自动帮你处理所有后台工作。
Use your favorite agents to deploy web app servers and databases and more while Railway automatically takes care of
我真希望每个机场都有Railway。
I would like a Railway in every airport.
你是在开玩笑，但一个专为开发者设计的编程休闲空间马上就要来了。
You you joke, but a vibe coding lounge is coming.
这些游戏电脑其实都能做本地推理。
Like, these gaming PCs, they can do local inference.
你可以随时启动你的智能代理。
You can fire up your agents.
你可以做各种各样的事情。
You can be you can be doing all sorts of stuff.
我喜欢这个。
I like it.
我挺惊讶的。
I'm surprised yeah.
我想知道那里的网络安全架构是什么样的。
I wonder what the cyber security stack is like there.
让别人免费使用一台高性能电脑，这肯定挺棘手的。
It's gotta be sort of tricky to have someone, you know, give them free access to a pair Yeah.
高性能电脑。
Powerful PC.
他们可能会装一些奇怪的软件，可惜的是，
They're gonna install weird Unfortunately,
可爱的机场休息室就要来了。
the lovable airport lounge is coming.
对。
Mhmm.
就是花五分钟，把这东西搭出来。
It's like have five minutes, build that.
去网站上看看。
Go to website.
开发下一个爆款应用。
Build the next hit app.
是的。
Yes.
没错。
Yes.
我觉得下一个爆款应用可能是《光环》战役的进化版。
Well, I think the next hit app might be Halo campaign evolved.
咱们来看这段来自《蓝色雷霆》的视频。
Let's watch this video from Blue Thunder.
你觉得呢？
What do think?
你是 Halo 粉丝吗？
Are you a Halo guy?
你玩过 Halo 吗？
Do you ever play Halo?
没怎么玩过。
Not really.
我从来没玩过。
Never I
我从来没玩过 Halo。
haven't played Halo.
从来没打动过我。
Never captured my heart.
但我一直没入坑多人对战模式。
But I never got into the whole multiplayer scenario.
但看起来确实不错。
But it does look good.
是不是感觉完全焕然一新了？
Doesn't it look like fully refreshed?
看起来非常像现代3A大作。
Looks very modern triple a.
Blue Thunder说这个没错。
Blue Thunder says this is Yeah.
如果他们做了一个
What if they made a
他玩过的最差帧率的游戏之一。
not the best low FPS games he's
如果他们搞个机场那么大的休息区呢？
ever What if they made an airport sized lounge?
对。
Mhmm.
就像是专门为玩《Rust》一对一对战打造的专用场地。
Sort of like a facility just for one v one ing on Rust.
那太棒了。
That'd be great.
你可以慢慢聚集十万个人，
You could eventually get, you know, a 100,000 people
没错。
Yeah.
全都集中在一个地方，局域网聚会，直接匹配对战。
All in the same place, LAN party, matched up.
对。
Yeah.
这本来可以是一个大语言模型一次性生成的点子。
This could have been this could have been like a one shot output of an LLM.
而且没错。
And Yeah.
我看到这个的时候，真不确定这是AI生成的视频，还是用代码复刻的《光环》。
When I saw this, I wasn't sure if it was AI video or vibe coded version of Halo.
你有没有看过那个视频？有人真的在试着用代码开发《GTA 6》。
Did you see that thing where someone was trying to build GTA six, like, code GTA six?
你看过这个吗？
You saw this?
这个演示太搞笑了。
It's such a funny demo.
我的意思是，你也不好去贬低它，毕竟现在的工具确实很强大，你也能想象，随着时间推移，这些功能会越来越成熟。
I mean, you don't wanna hate on it because, like, it is like, the tools are very powerful and and you do imagine that over time, you'll be able to.
但第一个版本的视频特别搞笑，因为……
But the first effort video was very funny because
聊天里有人提到了《光环3》职业选手。
We got an X Halo three pro in the chat.
Alex说，这会吸引一群怀旧的、不喜欢PVP的玩家。
Alex, he says, will be a conservative pickup of nostalgic non p v p gamers.
别指望它能
Don't expect it to do
做到那种程度。
numbers.
挺有意思的。
Interesting.
X Halo 3 Pro。
X Halo three Pro.
那是个什么情况？
What was that like?
挺有意思的。
Interesting.
是啊。
Yeah.
刚开始做GTA六的时候，感觉还是挺假的。
Day one of building GTA six still feels fake.
那时候，把那些话大声打出来。
That time, typing that out loud.
为了这个，我直接升级到了Cloud Pro Max 20。
Upgraded to Cloud Pro Max 20 x just for this.
花了几个小时把整个项目搭好结构，推到了仓库的沙盒里。
Spent a couple hours getting the whole project structured and pushed to the repo sandbox.
现在已经跑起来了。
It's up and running.
我的意思是，这其实才是你应该从的地方。
I mean, this is actually where you'd start.
说真的，这也不算离谱，但就是挺搞笑的，因为完全看不出一点GTA游戏的样子。
Like, it's not that unreasonable, but it just, like it's funny because it doesn't look anything like any GTA game.
等等。
Wait.
什么？
What?
你还没看过这个吗？
You haven't seen this?
你真的没看过这个吗？
You haven't seen this?
马特·舒默，我们节目的前嘉宾，也是那篇爆红文章《大事将至》的作者，他在文章里预测‘大事即将发生’，说人工智能会导致四月份失业率飙升到百分之十，还把它比作新冠疫情。
So Matt Schumer, former guest of the show and creator of the viral essay, Something Big Is Coming, where he predicted Something Big Is Happening, where he predicted that AI would cause 10% unemployment by April and compare it likened it to COVID.
等等。
Wait.
那是他
That was his
是的。
Yeah.
他说这会像新冠疫情一样，让经济突然崩盘。
He said that it was gonna be like a COVID like takeoff in the economy.
他并没有直接分析经济数据，是我们自己做的。
He he didn't map the the economic numbers directly, we did.
我们就想，2020年那会儿，新冠到底是个什么情况？
We were like, okay, like what what was COVID actually like in 2020?
我们从他写那篇文章的二月开始看，也就是2026年二月，他说AI已经真实存在了。
And we went from February, which is when he wrote his essay, February 2026 saying AI is real.
它会改变一切。
It's gonna change things.
这事儿挺大的，其实很多人早就说过类似的话了。
It's big, which a lot of people have been saying for a long time.
我同意，但我真不觉得到了四月、五月，NBA会因为AI就停摆。
And I was like, I agree, but I don't think in April, May, like the NBA is gonna be shutting down because of AI.
我也不觉得失业率会一夜之间飙升到百分之十。
Or or I don't think that the like the unemployment rate is gonna spike to 10% overnight.
可能确实会有某些领域因为AI出现裁员，也可能会有……
Like, there might be little pockets of layoffs related to AI and there might be
如果真有人想让AI变得不受欢迎，那就让NBA总决赛因为AI模型太强大而取消吧。
some If Jive anybody wanted to make AI less popular, shutting down the NBA finals because of how good the models have gotten.
跟大家说说吧。
Tell everyone.
所有球员都得投入进去。
All the n play a players like we gotta invest.
我们得，我们不是
We got We don't
得投入。
have invest.
他们得花时间投入。
They gotta invest their time.
哦，他们马上就要有势头了。
Oh, they got a vibe coming.
这个工具。
The tool.
对。
Yeah.
也许吧。
Maybe.
他们不想被落下。
They don't wanna get left behind.
不。
No.
我觉得他们不会被落下。
I don't think they'll be left behind.
但马特·舒默说，应该有人发起一个由社区筹资的项目，用类似“持续循环，直到你做出一个质量与规模都超越初始预告片的《GTA 6》级开放世界游戏”的提示来运行。
But Matt Schumer said, someone should set up a community funded fable run with a prompt like slash loop until you've created a g t GTA six caliber open world game with a quality and scope surpassing what is shown in the initial trailers.
他还说，如果有人组织，他很乐意写这个提示，结果有些人还拿这个开玩笑。
And he says happy to write the prompt if someone organizes this, which some people were making fun of.
但事情已经开始了。
But it started.
现在正在做呢。
Is doing this.
他二十五岁。
He's 25.
他喜欢Claude和Codex，都是科技类AI初创公司。
He likes Claude and Codex, tech AI startup.
我支持这个想法。
I'm rooting for this.
我觉得这对Xilinx会是很好的学习机会。
I think this is gonna be very educational for Xilinx.
不过说实话，这个视频挺搞笑的，因为现在还完全不像GTA。
Although, yes, this video is very funny because it doesn't it doesn't look like GTA yet.
但只要你能做出哪怕一点点可玩的、有意思的东西，哪怕一个月、一年，花多久都行，只要能做到。
But you know, if you can get to anything that's at all playable or interesting, even in a month, even in a year, take as long as you want if you can do it.
如果你能让一百万人每人花十块钱买它，而你总共只花了五百万美元的推理成本，还是一个人做的，那你就赚了五百万。
If you can get you know, a million people to pay $10 for this and it only cost you 5,000,000 in inference and you did it as a solo dev, that's a $5,000,000 profit.
这可是个很棒的结果。
Like that's a great outcome.
我真的特别喜欢独立开发者。
Like I I love indie devs.
我特别欣赏这个圈子，觉得这些工具让普通人有了更多机会去尝试、做出有趣的东西。
I love the I love that world and I like that these tools are opening up more opportunity for people to go mess around and build cool things.
光是想象一下用AI生成一个有氛围的游戏，就特别有意思。
It's gotta be really entertaining to just think about building like a vibe coded game.
有些游戏现在看起来已经很不错了。
Some of the games look really good already.
当然，就算Strauss
Of course, like even if Strauss
可能会有点担心
is gonna be pretty worried
不会的。
No.
你有听到他刚才说的话吗？
Did you did you hear him talking?
有人做了一个很棒的反应视频，讲的是大卫·森尔和斯特劳斯·泽尔尼克的对话。
The the had a good reaction video to David Senr talking to Strauss Zelnick.
他说，终于见到一个正常的AI公司CEO了，因为对方明确说：我们有个移动游戏部门。
And he's like, finally, like a normal AI CEO because he he basically says like, we have a mobile games have a mobile games division.
我们靠这个部门赚了数十亿美元。
We have we have we make billions of dollars from it.
我们从移动游戏里赚了大钱，而且每天都有直接抄袭我们游戏的产品上线。
We make a lot of money from mobile games and And and there are there are direct clones of our games that launch every day.
现在的软件已经足够强大，让人能轻松复制我们的游戏。
Like the software has been good enough that you can clone our games.
每天都有新游戏上线，全是抄我们的。
They launch every day.
这个生意可没那么简单。
The business is much more complicated than that.
关键是IP的价值。
The IP matters.
渠道也很关键。
The distribution matters.
游戏的功能也很重要。
The functionality of the game matters.
这远不止是简单复制这么回事。
There's so much more to it than just a carbon copy.
所以他才说，没错，你确实可以去用AI直接生成《GTA 6》。
So he says, yes, you could just go vibe code GTA six.
但人们还是会玩我们的游戏，因为Take Two的其他优势太明显了。
People are still going to play our game because of all the other strengths of the take two business.
我同意。
And I agree.
我觉得他的观点特别到位。
I thought it was a very good take.
好了，我跟你说说纽约证券交易所的事。
Anyway, let me tell you about the New York Stock Exchange.
想改变世界吗？
Wanna change the world?
去纽约证券交易所融资吧。
Raise capital at the New York Stock Exchange.
就这么干。
Just do it.
这周和下周都有几笔大额IPO要进行。
Some big IPOs happening this week, next week.
现在正是IPO的旺季。
It is IPO season.
但同时也是货运旺季。
But it's also trucking season.
四年期的U。
The four year U.
S。
S.
《华尔街日报》表示，卡车运输行业的低迷期已正式结束。
Trucking slump is officially over, says The Wall Street Journal.
终于结束了。
It's over at last.
在货运费率低迷了近四年后，坚持下来的卡车司机们终于有了值得庆祝的事。
Truckers who held on through almost four years of slumping freight rates finally have something to celebrate.
对于这家可能曾感到窒息的企业来说，这就像松了一口气。埃斯蒂斯快车公司（Estes Express Lines）总裁兼首席运营官韦伯·埃斯蒂斯（Webb Estes）表示，这是一家总部位于弗吉尼亚州里士满、年收入约60亿美元的企业。
It feels like a breath there for an industry that maybe felt like they were running out of air, said Webb Estes, president and chief operating officer of Estes Express Lines, a Richmond, Virginia based carrier with revenue of about $6,000,000,000.
货运费率终于开始上涨了。
Freight rates are finally climbing.
这对他们来说是个好消息。
Good news for them.
卡车运输业的高管们认为，这标志着承运商记忆中最长的货运低迷期终于结束了。
Trucking executives are calling it to an end to one of the longest freight downturns in carriers' memory.
他们说，在经历了一段低利润期，加上特朗普政府的打击以及移民司机短缺导致许多承运商退出市场后，费率已经回升到了更可持续的水平。
They say rates have risen to more sustainable levels after a period of low earnings coupled with Trump administration crackdowns and immigrant drivers pushed many carriers out of the market.
物流经理指数——一项针对供应链经理的月度调查——显示，五月运输价格的涨幅创下了该报告十年来所有指标中的最高纪录。
The logistic managers index, a monthly survey of supply chain managers, showed transportation prices increased in May at the fastest rate for any metric in the report's ten year history.
如果你往下看，那张图表简直太惊人了。
So if you scroll down, yeah, that chart is crazy.
对卡车司机来说当然是好消息，但这可能会推高价格和通胀。不过，一个健康的卡车行业、健康的干挂车即期运价，这肯定是你一直密切关注的。
So good news for the truckers, of course, is going to push up prices and inflation potentially, but it is good to have a healthy trucking industry, a healthy dry van spot rate, which I'm sure you've been following intently.
六月当周的干挂车即期运价上涨了5200个基点。
Dry van spot rates for the week of June were up 5,200 basis points.
继续说。
Let's go.
同比上涨52%，这是不包括燃油附加费的数据，根据一份报告。
52 year over year, excluding fuel surcharges according to a report.
燃油价格会转嫁出去，但经济形势不错，所以干挂车即期运价正在上涨。
So the fuel prices get passed through, but the economy is doing well, and so prices for dry van spot rates are increasing.
正如他所说，过去几个月强劲的货运市场终于迎来了转折。
As he said What is closed the stronger freight market over the last few months.
这家全国性公司正在扩大其超过一万零五百辆卡车的车队，并增加约一万一千名司机的招聘。
The nationwide company is increasing its fleet of more than 10,500 trucks and expanding its pool of about 11,000 drivers.
是什么推动了这一变化？
What is driving this?
这次货运复苏主要是由供给端驱动的，而不是需求端。
This has been a supply driven freight recovery as opposed to a demand driven freight recovery.
经过四年运力过剩、货量不足的挤压后，行业终于迎来转机。
Turnaround comes after four years in which carriers have been squeezed by a combination of too many trucks on the road and not enough loads.
疫情期间，大量司机涌入这个行业，当时线上购物、物流运输等需求激增。
Drivers rushed into the industry during the pandemic, so there was a boom in online ordering, shipping, all the different things that happened during COVID.
消费需求把货运价格推到了历史高点。
Consumer demand drove freight rates to record highs.
到了2022年，价格暴跌，迫使数十万家小型运输公司退出市场。
Rates plummeted in 2022, forcing hundreds of thousands of smaller carriers out of business.
即使司机工资、车辆维护和保险成本不断上涨，许多卡车司机还是坚持了下来。
Many truckers held on even as costs for drivers equipment and insurance rose.
过去一年里，退出潮明显加快了。运输专家表示，行业终于找到了新的平衡点：卡车数量减少到足以推高运价的水平，这自然会吸引更多卡车进入市场，运价随后也会再次调整——当然，俄乌战争导致燃油价格上涨，给运输公司带来了更大成本压力，但运营商基本都把这些额外成本转嫁给了客户。
The exodus accelerated over the past year, and trucking specialists say the industry has finally found an equilibrium where the supply of trucks is low enough to lift rates, which will, of course, bring more trucks into the market and rates will adjust, of course, but higher fuel prices due to the war have pushed up trucking companies' expenses, but operators are largely passing along those costs to their customers.
总之，我来跟你聊聊 Shopify。
So anyway, let me tell you about Shopify.
Shopify 是一个电商平台，能让你随着业务一起成长，无论是在网上、店里、手机上、社交媒体上、电商平台，还是现在通过 AI 代理，都能秒速开卖。
Shopify is the commerce platform that lets you grow with your business and lets you sell in seconds online, in store, on mobile, on social, on marketplaces, and now with AI agents.
我们有个突发消息。
We have some breaking news.
什么突发消息？
What's the breaking news?
泰·莫里斯说，周六我们已经完成了第二套布景的建设。
Ty Morris says on Saturday, we finished construction of set number two.
第二套布景。
Set number two.
那我们走吧。
So Let's go.
泰·莫里斯搭了个布景，没错。
Ty had built a set Yes.
是为了他和马斯克的访谈。
For his interview with Elon Musk.
对。
Yes.
听起来他们是在一个只能临时使用一周的地方搭的。
It sounds like they built it in a place that they weren't they were only able to occupy for this week.
整整七天。
Seven days.
接下来七天，提前一小时通知。
Next seven days, one hour notice.
那是在六月六号。
And that was on June 6.
就在那天
That's on
六月，这水一直在滴。
June This is dripping.
这事儿在X平台上正火着呢。
This is trending story on X.
他说，过去三个月，我一直在问自己一个问题：埃隆会怎么做？
He says, for the past three months I've been asking myself the simple question, what would Elon do?
埃隆会先把火箭造出来，直接摆上发射台，再去找人批准。
Elon would build the rocket and put on put it on the launch stand before he got approval.
他会问：阻碍我实现目标的最大瓶颈是什么？
He would ask, what's the biggest bottleneck to achieving my mission?
然后一步步拆掉这些瓶颈，直到他和团队把不可能变成可能。
And then go about systematically undoing the bottlenecks until he and his team had made the impossible happen.
我们做事的核心原则就是一种近乎疯狂的紧迫感。
A maniacal sense of urgency is our operating principle.
所以他又搭了一套新装置，我觉得能撑满一个月，希望他能成功拿到这次采访。
And so he has built yet another set that I think can last a full month and hopefully he lands the interview.
他对此兴奋到了极点。
He's incredibly pumped up for this.
他打造这套设备的幕后故事，播放量已经超过大多数播客了。
And the meta story of him building this set has done better than most podcasts.
我想读约翰，我
There's more views on I wanna read John, I
想
wanna
读一读那本关于泰·莫尔斯在播客上分享经历的书的摘要。
read the summary of the book about the story of Ty Morse getting you on on his podcast.
有七千五百人，两百万人观看了关于这套设备的视频。
Like, 7,500 people, 2,000,000 people watched the video about the set.
所以现在出现了一种情况：幕后故事本身比采访内容更吸引人，毕竟采访还没真正发生，自然就更抓人了。
And so you do have this dynamic where the meta story is more interesting or it like it's by default more interesting because the interview hasn't actually happened.
不过现在 Elon 的采访已经不少了，他经常上节目，但很多都没能大火。
But there are plenty of Elon interviews at this point, like he does a lot of interviews, that don't go super viral.
他之前采访过杰米·戴蒙，我觉得那段完整录下来了。
Like he did this interview with Jamie Dimon and I think that's fully recorded.
你直接搜一下就能看到。
I think you can just search it and watch it.
但我不觉得科技圈里人人都看过、人人都在讨论那段采访。
But I don't know that that's something that like everyone in tech saw and everyone in tech talked about.
可这个故事不一样，大家真的在热议，就是那个幕后故事。
But this is a story people are talking about, the meta story.
人们就爱看这种大胆的举动。
And people love to see bold moves.
大家喜欢看人从零搭建、做各种疯狂的事，冒险、拼搏，这些全都在眼前上演。
People love to see building and all these crazy things and risk taking and all of that is on display.
所以，泰·莫尔斯现在收获了大量关注。
And so, Ty Morse is getting a lot of attention.
祝他好运。
So good luck to him.
一路顺风，泰。
Godspeed, Ty.
一路顺风。
Godspeed.
这真是段美好的旅程。
It is a beautiful spend
确实如此。
It is.
没错。
It is.
《经济学人》说，得州已成为美国的新重心，埃克森的注册地迁移就是明证。
Texas is America's new center of gravity says The Economist Exxon's reincorporation.
他们曾经在得州。
They were in Texas.
他们已经离开了得州。
They left Texas.
他们又回德克萨斯了。
They went back to Texas.
《经济学人》说，这又为该州的牛仔帽添了一根羽毛。
There's one more feather in the state's cowboy hat says The Economist.
我刚以为他终于接受了，结果这歌词太搞笑了。
Just when I thought I got him to Just This is a hilarious hilarious song lyric.
我刚以为他爱上了田纳西，早该知道不该带他回阿比林的。
Just when I thought I got him to fall in love with Tennessee, I should've known should've known better than to take him back to Abilene.
阿比林，德克萨斯。
Abilene, Texas.
埃拉·兰利的《选择德克萨斯》这首歌里唱的是数据中心，2026年一整年都稳居美国音乐排行榜前列。
They were singing about data centers in Ella Langley's Choosing Texas, a song that has ranked near the top of America's music charts throughout 2026.
这些播放量里，可能有不少来自美国其他地方的政策制定者。
Some of those listens may be coming from policymakers elsewhere in the country.
就像那位女士一样。
Much like Ms.
朗利，他们正在输给得克萨斯。
Langley, they are losing to Texas.
5月27日，埃克森美孚的股东批准了将公司从新泽西迁出、重新注册于得克萨斯的计划，那里本就是它长期的总部所在地。
On May 27, ExxonMobil shareholders approved a plan to cut the oil giant's ties with New Jersey and reincorporate in Texas where it has long had its headquarters.
这可不是个例。
It's not alone.
据房地产公司CBRE统计，2020到2025年间，至少有140到184家企业把总部搬到了奥斯汀、达拉斯或休斯顿。
According to CBRE, a property firm, at least a 140 a 184 companies shifted their headquarters to Austin, Dallas, or Houston between 2020 and 2025.
其中包括电动汽车公司特斯拉，还有建筑设备制造商卡特彼勒。
Among them, Tesla, a car company, and Caterpillar, a a maker of construction equipment.
得克萨斯正稳步成为美国商业的新核心。
Texas is steadily establishing itself as America's America Inc's new center of gravity.
没有哪个州能比它吸引更多的企业投资，或增加更多人口。
No state receives more business investment or is adding more people to its population.
从2020年到2025年，它创造了全国约五分之一的净新增就业岗位。
From 2020 to 2025, it created roughly a fifth of all net new jobs in the country.
天哪。
Wow.
2020年代初，德克萨斯州吸引了大量远程工作者，这些人逃离了美国沿海大都市的高税收、天价房价和糟糕的政策，同时受益于拜登政府对绿色能源和芯片制造设施的补贴。
In early twenty in the early 2020s, Texas was luring remote workers, fleeing high taxes, exorbitant house prices and bad policies in America's coastal metropolises while benefiting from the Biden administration subsidies for green energy and chip making facilities.
如今，该州在能源领域的主导地位，使其成为数据中心热潮的最大受益者之一。
Now the state's dominance in energy has made it a major major beneficiary of the data center boom.
与此同时，它的科技和金融生态系统也在不断深化。
Meanwhile, its technology and finance ecosystems have been deepening.
今年夏天，它将推出首个独立的证券交易所——德克萨斯证券交易所，加入已在该州运营的纽约证券交易所和纳斯达克的分支机构行列。
This summer, it will ring its first standalone burst, this Texas Stock Exchange, joining outposts of the New York Stock Exchange and Nasdaq already operating in the state.
唐纳德·特朗普称纽约证券交易所的新分支机构是对他的家乡纽约的极大打击，尽管他的社交媒体公司却是首家在该交易所上市的企业。
Donald Trump has called the New York Stock Exchange's new branch an unbelievably bad thing for his hometown of New York, even if his social media venture was the first business to list on it.
这确实挺讽刺的，但你知道，他这么说的背景是，纽约这座城市一向以金融交易所为象征，而任何让纽约州在竞争中输给德克萨斯州的事，对他来说都是坏事。
So that's a very funny thing, but, you know, he he was obviously giving that in the context of like New York is defined by its exchanges and in the context of just New York, the city, losing out to Texas, or New York State losing out to Texas in any way is bad for that state, I suppose.
德克萨斯州对年轻专业人士的吸引力，随着每一首乡村歌曲的流行而不断增强。
The state's appeal is To To yuppies is growing with every stream of a country song.
我最近听了好多乡村音乐。
I've been listening to a lot of country songs.
乔·魏森塔尔在玩乡村乐队，还有蓝调乐队。
Joe Weisenthal plays in a country band, blues band.
他嘛，谁知道呢？
He might who knows?
也许有一天他会搬到得克萨斯去。
Maybe he'll move to Texas one day.
别人总问我最想邀请谁做嘉宾。
People ask dream guest.
是啊。
Yeah.
我就说
And I tell
乔·魏森塔尔。
Joe Weisenthal.
最想看的现场演出
Dream performance.
哦，没错
Oh, yeah.
乔·韦斯内萨尔
Joe Weisnerthal
原声演出
acoustic set.
哦
Oh.
不插电的？
Unplugged?
不插电的
Unplugged.
小书桌演出
Tiny desk.
那个小小的极简办公桌。
The tiny Tiny desk.
一张桌子。
Desk.
要是给他布置一面板条墙呢？
What if we set him up with a slat wall set?
我们得找康泰纳仕的罗杰来帮忙。
We gotta get Roger from Conde Nast.
他可是个高手。
He can jam.
得找一个
Gotta get a
小板条墙，没错。
little slat wall Yeah.
布置一套，对。
Set Yeah.
他就能直接弹奏。
That he can just play.
再在吉他上放一个SM7B广播麦克风。
And an s m seven b podcast microphone on the guitar.
这可能就是关键。
That might be the trick.
这招或许管用。
Might be the trick.
要理解它为何崛起，得从休斯顿说起——德克萨斯能源产业的心脏。
To understand its ascendancy starting Houston, heart of the Texan energy industry.
由于伊朗战争，当地的石油和天然气大亨们赚得盆满钵满。
Its oil and gas barons have been raking in profits as a result of the Iran war.
但过去几年，这个州也逐渐成了绿色能源的中心。
But over the past years, the state has also become a hub for green energy.
今年，它预计将建成全美五分之二的公用事业级太阳能项目，而它那片辽阔平坦的地形，正适合这种技术。
This year, it's expected to build two fifths of all utility scale solar in America, a technology for which its wide open flatlands are ideal.
挺有意思的。
Interesting.
咱们得聊聊这个巴斯光年GT3 RS。
We gotta talk about the Buzz Lightyear GT three RS.
在第一位嘉宾来之前，咱们得先说说这个。
We gotta get to that before our first guest arrives.
咱们往下翻一翻，看看保时捷和皮克斯最新推出的这款车型。
Let's scroll down and find the latest the latest and greatest from Porsche and the Pixar company.
他们联手推出了一款定制版的GT3 RS。
They're teaming up for the launch of a custom GT three RS.
保时捷首席执行官先说，公司不会推出电动版911，但会推出巴斯光年GT3 RS。
Porsche CEO first, he said, the company will not produce an electric nine eleven, but they will produce the Buzz Lightyear GT three RS.
咱们能放个音效吗？
Can we play sound?
他还说，太空巡警巴斯光年，我的出风口会是紫色的，保时捷甚至找固特异定制了轮胎，上面直接印着‘Lightyear’，就跟《汽车总动员》里演的一样。
He also says Space Ranger, Lightyear, my vents are gonna be purple and Porsche even commissioned Goodyear to make the tires say Lightyear just like they do in the movie Cars.
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