饮食TBPN：2025年11月3日

时间线因布拉德·格斯特纳与萨提亚·纳德拉和山姆·奥特曼的播客而陷入混乱。人工智能建设规模如此之大，连鬼屋老板都想分一杯羹。宾夕法尼亚州彭赫斯特精神病院的共同所有者对数据中心有着宏伟计划，他就像西北公司那样。

The timeline has been in turmoil over the Brad Gerstner podcast with Satya Nadella and Sam Altman. The AI build out is so big, even a haunted house owner wants in. The co owner of Pennsylvania's Pennhurst Asylum has big plans for a data center. He's like Northwest.

我们得先熬过万圣节，然后我就全力投入人工智能。

We gotta get through Halloween, and then I'm all in on AI.

万圣节是

Halloween is

我们得先熬过这段恐怖

We gotta get through spooky

季节。

season.

我是说，这基本上就是

I mean, that's basically

全力以赴

going all

你有没有在万圣节晚上6点左右去过Spirit Halloween商店？没有。人多吗？简直是一场噩梦。

in. You ever been to a spirit Halloween, like, at, like, 6PM on Halloween? No. Is it packed? It's an absolute nightmare.

哦，那肯定很疯狂，因为

Oh, it's probably crazy because

人们基本上放任它被毁掉。员工们就像在说，好吧，基本上结束了。

people Because they let it get destroyed basically. Like the employees are just like, all right, it's basically over.

结束了。我们明天就打包

It's over. We're just gonna pack

走人。就像一群马冲过去一样。

up like and leave tomorrow. A stampede of horses just running through it.

据说鬼屋正在被改造成数据中心。有好莱坞的摄影棚在亚特兰大搭建，我想她说的是乔治亚州，但作为摄影棚盈利不佳。所以它们正被改造成数据中心。特朗普今年访问宾夕法尼亚州期间，从黑石和布鲁克菲尔德等公司获得了超过920亿美元的AI和能源交易。很多人说资金涌入太多了。

Apparently haunted houses are converting into data centers. There are a number of Hollywood sound stages studios that have been set up in Atlanta, I think she said Georgia, and they're not monetizing well as studios. And so they're converting them into data centers. Trump hailed more than 92,000,000,000 in AI and energy deals from the likes of Blackstone and Brookfield during a visit to Pennsylvania this year. Many say there's too much money flooding in.

最大的价值在于让这个准备好，让超大规模公司在不到一年内实现垂直扩展。

The big value play is getting this ready for a hyperscaler to go vertical in less than a year.

我看得够清楚了。他本应根据万圣节的营收情况撤退的。

I've seen enough. He should have backed based on his Halloween revenue

确实如此。

For sure.

然后利用那笔资金全力投入。

And then use that capital to to go all in.

BG平方的时间线简直疯狂。他邀请了萨提亚·纳德拉和山姆·奥特曼上节目，所有人都在争论一家140亿美元营收的公司OpenAI是否能负担得起1.4万亿美元。布拉德直接提出了这个问题。这真是个疯狂时刻，因为很多人说，他毕竟是投资人，这应该是场最轻松的采访。不少记者都在问：这怎么可能发生？

The timeline's going pretty crazy on the BG squared. He had Satya Nadella and Sam Altman on the show, and everyone is debating whether or not a $14,000,000,000 revenue company, OpenAI, can afford to pay 1,400,000,000,000 And Brad asked this question directly. It's kind of a crazy moment because a lot of people were saying like, well, he's an investor. This should be the softest ball interview possible. A lot of journalists were like, how is this happening?

为什么山姆·奥特曼接受直接投资者的采访，比传统媒体记者的采访还要艰难？

How is it that Sam Altman's getting it's, a harder interview with a direct investor than with a traditional media journalist.

我不认为布拉德有意让问题变得尖锐。整个采访本该是轻松上篮——就像你说的，布拉德与OpenAI利益深度绑定。这不是设陷阱。可能山姆那天起床心情不好，因为他给出的回答糟糕透顶。

I don't think Brad meant meant for it to be a tough question. The whole interview was a layup. Like, Brad is like you said, he's heavily aligned with OpenAI. This wasn't meant to be a gotcha. Sam just might have woken up in a bad mood that day because the answer that he gave was absolutely horrible.

我觉得很多人会想买OpenAI的股份。但我不认为你会愿意

I think there's a lot of people who would love to buy OpenAI shares. I don't I don't think you want

包括我自己。包括我自己。人们

to Including myself. Including myself. People

那些带着近乎喘不过气的关切谈论我们的计算资源之类的人，会非常乐意购买股份。所以我认为我们可以很快地，比如把你的股份或其他人的股份卖给那些在推特上对此事嚷嚷得最凶的人。我们确实计划

who talk with a lot of, like, breathless concern about our compute stuff or whatever that would be thrilled to buy shares. So I think we we could sell, you know, your shares or anybody else's to some of the people who are making the most noise on Twitter, whatever, about this very quickly. We do plan for

收入

revenue to

快速增长。

grow steeply.

收入倒退是

Revenue step back is

在快速增长。我们正在采取前瞻性措施，

growing steeply. We are taking a forward effort that

它将继续增长。

it's gonna continue to grow.

所以，稍等一下。

So pause pause for a second.

我刚才在听音频，就觉得，哦，那听起来完全是个合理的回答。但当你观看视频，看到肢体语言并深入其中时，我感觉

I was just listening to the audio, and I was like, oh, like, that's, like, a totally reasonable answer. But when you watch the video and you see the body language and you get into all that, I feel like

问题是山姆

The issue is Sam

整个

a whole

多了一层。山姆被逼急了，他就

extra layer. Sam got pressed, he went

看到了吗？你在音频里听不到这个。音频里听不到这个。所以你明白我说的吗？就像，你可以在一个媒介中获胜，却在另一个媒介中失败？

See? You don't you don't hear that on the audio. You don't hear that on the audio. And so you see what I'm saying? How, like, you can win in one medium but lose in another?

约翰，每次我不喜欢你说话的内容，我就直接走人。

Anytime I don't like something you're saying, John, I'm just gonna go.

好吧，音频听众不会知道的。是的，不会知道。时间线还特别强调了这一点，在某个时刻，布拉德从麦克风前退了一步。他们对此进行了过度解读。

Well, well, the audio listeners won't know. Yeah. Won't know. And the timeline was also fixating on this fact that, at some point, Brad takes a step back from the microphone. They were reading into that.

这种事情在音频中根本体现不出来。所以你听到时只会觉得，好吧。是的。实际上这听起来相当...

Like, that's something that just doesn't come across in audio. And so you hear it, you're just like, okay. Yeah. This actually sounds like pretty And

萨提亚·萨提亚基本上就是坐在那里笑。

Satya Satya's just sitting back laughing, basically.

是的。没错。

Yeah. Yeah. Exactly.

这就像是最最奇怪的事情之一。我其实很惊讶他们发布了这个。我觉得发布出来是件好事。是的。因为这是每个人都在思考的问题。

It was like the, it was the one of of the most most strange strange yeah. I was actually surprised that that they released it. I think it's good that it was released. Yeah. Because this is the question that is on everyone's mind.

是的。他说，你们怎么能在只有120亿收入的情况下承担1.4万亿的支出？而萨姆的回答是，实际上我们的收入比那要多。当然他们上个季度亏损了大约100亿。

Yes. He says, how will you afford 1,400,000,000,000.0 in spending with only 12,000,000,000 of revenue? And Sam was like, actually we have more revenue than that. Yep. Of course they lost 10 or so billion dollars last quarter.

萨姆的回答基本上就是：卖掉你的股份。我们正在实现科学自动化，我们将发布硬件设备，为此我们需要大量算力。我想不出比这更糟糕的回答了，人们理应获得更清晰的解释。萨姆很聪明，不会签下1.4万亿的负债。是的。

Sam's answer was basically sell your shares. We're automating science and we're gonna release a hardware device and we're gonna need a lot of compute for that. I can't think of a more, poor answer when people deserve to have a I think a bit more clarity around it. Sam is smart enough to not sign up for $1,400,000,000,000 of, like, liabilities. Yeah.

存在一个世界，他能精准把握时机，花掉这些他几乎已软性承诺的资金。但一切必须完美无缺：议程商务必须规模庞大，广告业务也必须如此。是的。

There is a world where he can thread the needle and spend all this money that he's sort of soft committing. But everything has to go perfectly. Agenda commerce has to has to be massive. Ads need to be massive. Yeah.

订阅业务需要保持同样的增长速度。因此很多事情都必须顺利进行。而他的回答实在软弱无力。我看到的唯一为这个回答及整个互动辩护的人就是布拉德。

Subscriptions need to keep growing at the same rate. And so a lot of things need to go right. And it was just a really weak answer. The only person that I saw defending the answer and the whole interaction was Brad.

好的。所以山姆说收入数据有误，不是140亿，而是更高。

Okay. So Sam said that the revenue was incorrect. It's not 14,000,000,000. It's higher.

值得注意的是，亏损额远超收入。

It's worth noting that the losses are dramatically greater than the revenue.

是的，但这不影响交易，因为交易是用收入支付的。

Yeah, but that doesn't matter for the deals because you pay the deals from the revenue.

有太多企业的市值都押在与你们的合作上了。

So many different businesses where their market caps are riding on their partnership with you.

没错。

Yeah.

你这话听起来就像，'没错，我们这款新消费硬件设备一定会大获成功'。但迄今为止的所有尝试都没能做出真正实用的产品。

You're just saying like, yeah, we're going to just hit a grand slam with a new consumer hardware device. And every other attempt at it so far has not managed to make anything even really that useful.

如果OpenAI无法快速实现万亿甚至千万亿级别的营收，突然之间就会有一大群人跳出来问：'等等，你打算怎么支付我们的云服务费用？'而他们可以说：'好吧，我们把这个计划收一收，或者把合同期限延长。这份五年合同，我们改成十年吧。'如果所有这些都能通过一纸文书轻松高效地解决，那其实也没什么大不了的。

If OpenAI doesn't accelerate to a trillion dollars in revenue or quadrillion dollars in revenue, and all of a sudden there's a whole bunch of folks who are like, wait a minute, how are you going to pay us for our cloud stuff? And they're able to say, okay, well, let's actually wind this back or let's stretch this contract out. This five year contract, let's make it a ten year contract. Like, if all of that can happen smoothly and efficiently with just the stroke of a pen, like, it's not that big of a deal. It can

除非你是甲骨文公司，投入数百亿美元建设的基础设施最终无法按预期实现盈利。如果他们真的...而且他们还背负着巨额债务。没错。所以我戴着'锡箔帽'的原因是，我想提出'产能过剩理论'——我认为存在一种可能性...

Except if you're Oracle and you spend tens of billions of dollars building infrastructure that you ultimately can't monetize in the way that you thought you were gonna monetize. And if got to. And they have massive debt. Yep. And so the reason I'm wearing the tinfoil hat is I would like to propose the the glut theory, which is that I believe I believe there's a chance Yeah.

山姆实际上想制造巨大的过度建设

That Sam actually wants to create a massive overbuild

对。

Yeah.

这样他就能...他预见到了产能过剩。他掌控着

So he can he can ultimately He predicted a glut. He controls the

节目里的过剩产能。没错。他就是'过剩先生'。

glut on the show. Yeah. He's glut pill.

他是过剩药丸。

He's glut pill.

看起来他们并没有大量债务。看起来我们并非一无所知。关键在于我们不清楚这些合同是如何拟定的。可能存在一个简单的双方退出条款。可能就是，这些合同可以为了方便而撤销。

It doesn't seem like they have a lot of debt. It doesn't seem like we don't know. We that's the thing is that we don't know how these contracts are are written. There could be a an easy mutual out. It could just be like, these contracts can be revocable for convenience.

如果你不支付AWS账单，OpenAI，那可是370亿美元。

If you don't pay your AWS bill, OpenAI, there's 37,000,000,000.

是啊。

Yeah.

如果不支付，我们就接管公司。你会进入破产管理程序，宣告破产。这些合同天差地别，而我们一无所知。

If you don't pay it, we own the company. You go into receivership. You go bankrupt. They're wildly different contracts, and we don't know.

我相信OpenAI将成为产能过剩和过度建设的主要受益者。Sam完全正确。他实际上很聪明地说，要聚焦于——让我们聚焦股票的需求。对吧？

OpenAI, I believe, will be a massive beneficiary of a glut and an overbuild. Sam is entirely right. He's actually smart to say, focus on, let's focus on demand for the stock. Yeah. Right?

如果你想退出，我会帮你脱身。

If you wanna get out, I'll help you get out.

你是不是要毁掉我的投资组合？虽然你的交易对我没影响，但我的其他投资都要完蛋了。

Are you gonna nuke my portfolio and I'm gonna be fine on your deal, but the rest of my portfolio is getting cooked.

你本可以多发布几份新闻稿，这样就不会有这么多疑问了。OpenAI的收入增长简直疯狂，他们拥有过去十年最成功的消费级产品。当你宣布1000亿、2000亿、又一个1000亿、500亿的交易后，在这次网络访谈发布不到72小时，又宣布了一笔380亿的交易。

You could have done a few of these press releases and there wouldn't have been as many questions. OpenAI's revenue ramp is insane. They have the biggest consumer product in the last ten years. When you announce a $100,000,000,000 deal, a $200,000,000,000 deal, another a $100,000,000,000, a $50,000,000,000 deal. And then less than seventy two hours after this internet interview releases, there's another $38,000,000,000 deal announced.

我认为现在正是时候，人们应该对此施加更大压力。说OpenAI在支撑股市虽然是个玩笑，但现在这个情况确实非常真实。

Now is an appropriate time, I think, for people to just press them harder on this. The, the joke of like OpenAI is holding up the stock market is incredibly real right now.

我的意思是，我不知道人们还想要什么。我们每年都以三倍速度增长，预计未来仍将保持三倍增速。那个千万亿的数字是个玩笑，但他们显然粗略计算过要成为超大规模企业。

I mean, it, I, I don't know what more people want though. Like we've been growing three, three acts every year. We project that we're gonna continue to grow three acts. The quadrillion number is a joke, but clearly they back of the envelope to being a hyperscaler.

那就直说啊。别说我们在自动化科学研究。卖掉你的股票吧。埃隆就经常干类似的事，对吧？

So say that. Don't say we're automating science. Sell your shares. Elon does very similar things, right?

没错，完全同意。我们要去火星，我们要造飞行汽车，我们要...

Yeah, totally. We're gonna go to Mars and we're gonna have a flying car and we're gonna,

你知道的，我们要做数据空间。这大概比山姆平时讨喜10到50倍。

you know, we're gonna do data space. Is probably 10 to 50 times more likable than Sam in general.

是的。

Yeah.

埃隆更讨人喜欢。所以人们愿意给他怀疑的好处，他有更长的兑现承诺记录，你知道，就像虽然埃隆经常搞错时间点，但他最终都兑现了。

Elon is more likable. And so people give him the benefit of the doubt, longer track record of delivering on, you know, there's the, there's a thing of like, Elon, you know, gets the timing wrong, but he delivered.

是啊。是啊。是啊。是啊。只是会

Yeah. Yeah. Yeah. Yeah. It's just going to

更多。想想看，我认为我们将攻克癌症答案。我们正在自动化科学答案。在这个规模下，当涉及数万亿美元时，仅仅这样已经不够了。老兄，你打算怎么支付你承诺的1.4万亿开支？结果直接崩溃了。

be more. Just think, I just think that we're, we're gonna cure cancer answer. We're automating science answer. Isn't good enough anymore at this scale when there's this many trillions of dollars on the line. Hey man, how are you gonna pay for the 1,400,000,000,000.0 of spend you've promised Proceeds to crash out.

人们过度解读了萨姆的好斗性格。我喜欢创始人身上的这种锐气。我们后来还为此笑了。

People are reading too much into Sam being feisty. Love that vitamin in our founders. We laughed about it afterwards.

重申一下，这个问题是针对那些没有投资OpenAI的人。嗯。但投资了所有与他们合作的公司。当然。

Again, the question is for people that are not invested in OpenAI Mhmm. But invested in all the companies that they're partnered with. Sure.

必须承认奥尔特曼是个非常前瞻的思想家，他急于上市的唯一目的就是碾压那些尚未出现的假设做空者。等不及看S1文件了。我喜欢这点。所以萨姆和埃隆一样让人脑洞大开。在骗子和远见者之间只有一线之隔，而要创造真正的信徒并收割他们的资本，就需要让非信徒反感的言辞。

Gotta give it to Altman, very forward thinker, itching to go public for the sole purpose of crushing the hypothetical short sellers that don't exist yet. Can't wait for the s one. I love that. So Sam breaks people's brains just like Elon. There's a thin line between grifter and visionary, and creating true believers to harvest their capital requires rhetoric that makes nonbelievers recoil.

埃隆讨厌萨姆不仅仅是因为他偷走了他的公司，而是因为他窃取了他的整个商业策略。埃隆是马戏团的巴纳姆和贝利，还是托马斯·爱迪生或尼古拉·特斯拉？实际上，他两者兼具。他不仅能带领工程师发明并制造产品，还能出色地进行推广，而且推广得非常非常成功。他既是骗子又是远见者。

Elon hates Sam be not just because he stole his company, but he stole his whole playbook. Is Elon Barnum and Bailey the circus man, or is he Thomas Edison or Nikola Tesla? Well, he's both. Not only can he lead engineers to invent the thing and build the thing, but then he can also promote it, and he can promote it really, really well. He's both the grifter and the visionary.

他既是真正的行家又是伪装的导师。当这两者结合在一起时，力量就变得极其强大。萨姆似乎也在做类似的事情。在特斯拉和SpaceX的发展过程中，从来没有出现过‘如果埃隆破产，一切就完了’这样的时刻。

He's both the real deal and the fake guru. And when you put those together, it's really, really powerful. Sam seems to be doing something similar. In the build out of Tesla, in the build out of of SpaceX, there was never a moment where it was like, if if Elon goes bust, everything is dead.

一般来说。

Speaking generally.

这是时间线评估。

It's a timeline assessment.

埃隆比萨姆更讨人喜欢。他还让成千上万的散户投资者因为信任他而赚了大钱。而萨姆就没有这样的优势，没有散户大军为他辩护。

Elon is more likable than Sam. He has also made tens of thousands of retail investors so much money for believing in him. And so Sam doesn't have the benefit of having, like there's no retail army defending Sam.

他说，他想进行IPO的原因之一，基本上是为了不仅能吸引风投，还能带动整个经济跟他一起发展。

He says, like, one of the reasons he would want IPO is so that he could basically bring, you know, not just venture capitalists, but the entire economy with him, you know.

是的。是的。他正在崛起。

Yes. Yes. He's pulling up.

所以他显然想要零售大军。

So he clearly he wants the retail army.

埃隆说你偷了一个非营利组织。山姆·奥特曼说，我把你留下的濒死之物变成了本应成为史上最大的非营利组织。

Elon says you stole a nonprofit. Sam Altman says, I helped turn the thing you left for dead into what should be the largest nonprofit ever.

911，我要报案一起谋杀。是山姆干的。对。山姆基本上是在给特斯拉泼脏水。不。

Nine one one, I'd like to report a murder. And it's Sam. Yeah. Sam basically giving shit to Tesla. No.

无法办理退款。接着你偷非营利组织的指控之后，你忘了提第四幕——问题已解决且在24小时内收到了退款，但这符合你的本性。所以再次

Not being able to do a refund. So the follow-up to you stole a nonprofit and you forgot to mention act four where this issue is fixed and you received a refund within twenty four hours, but that is in your nature. So again

埃隆给他退款了。退款已确认。

Elon refunded him. They Refund confirmed.

很难接受因为这辆白色Turbo S是我这辈子见过最像牙医专属的车

Hard because this this is the most dentist coated car I've ever seen in my life. A white Turbo S

不过开车时把顶篷放下来确实挺酷的。

with Pulling the top down while you're driving, though. It's pretty sick.

所以，我是说，我我我真的不喜欢敞篷车，总的来说我真的很讨厌敞篷车。

So, I mean, I I I really dislike the I I really dislike Cabriolets in general.

如果这是当牙医能让你买到的车，

If this is the car that getting a dentist gets you,

我觉得不是。无意冒犯牙医，但这确实是辆好车。如果你买跑车是为了开车去牙医诊所上班，这是个绝佳选择。可能是史上最棒的车。这太糙了。各方面都是。

I think No. No shade to dentist, but this is a great car. If you were if you're buying a sports car to drive to work at your dentist's office, this is a great option. Probably the greatest car in history That's rough. All around.

但这不是顾客想要的，这很不幸。

But, it's not what customers want, and it's unfortunate.

说到车，埃隆·马斯克在乔·罗根节目上疯狂暗示特斯拉Roadster会是辆飞行汽车。他绕来绕去没说死。你们还在做Roadster吗？

Speaking of cars, Elon Musk teased on the Joe Rogan experience wild. That the Tesla Roadster will be a flying car. He danced around it. He didn't say that exactly. Are you still doing the Roadster?

我们开始吧。

Let's go.

是的。我们干吧。

Yes. Let's do it.

最终？最终。

Eventually? Eventually.

我们即将展示原型机。

We're getting close to demonstrating the prototype.

已经

It's been

就像，我认为这将会是——看那个。我我敢保证一件事，这次产品演示绝对令人难忘。我喜欢。难忘。

so Like, and I think this will be Look at that. I I one thing I guarantee is that this product demo will be unforgettable. I love it. Unforgettable.

怎么说？

How so?

无论好坏。无论好坏。都可能令人难忘。

Whether it's good or bad. Whether it's good or bad. Could be unforgettable.

糟糕。嗯，你知道的，想想

Bad. Well, you know, think

关于材料

about material

它们可能会裂开。

They could crack.

你知道吗，曾经有人调侃说未来应该会有飞行汽车，但我们并没有飞行汽车。真有意思。

You know, once reflected that the spoof the future was supposed to have flying cars, but we don't have flying cars. Amazing.

所以你能飞吗？

So you're be able to fly?

呃，我是说，

Well, I I mean,

乔的脸。

Joe's face.

我觉得如果彼得想要一辆飞行汽车，我们应该...我们应该造一辆。

I think if Peter wants a flying car, we should we should build that one.

好的，暂停一下。如果它真的是一辆飞行汽车呢？

Okay. Pause it right there. It's What if it just actually is a flying car?

有可能。大型太阳能AI卫星星座将能够

It could be. Large solar powered AI satellite constellation would be able

修复他。

to fix him.

预防性地修复他。通过微调到达地球的太阳能数量来防止全球变暖。这需要多少资本支出？

Prevent fix him. Would be able to prevent global warming by making tiny adjustments in how much solar energy reached the Earth. How much CapEx does that cost?

有一件事非常引人注目，他谈到了关于他薪酬的股东投票，但也谈到了将拥有的投票权。他说过的一件事是，如果ISS可以解雇我，我不想创建一支机器人军队

One thing that was, super notable, he and was talking about the the shareholder vote around his compensation, but also the the voting power that'll have. And one of the things that he said was, I don't wanna create a robot army if I can be fired by ISS

或任何

or any

这些投票团体。

these voting groups.

谁应该控制机器人军队？好问题。让我告诉你public.com，为认真投资的人服务。多资产投资，行业领先收益，受数百万人信赖。他们披露了导致萨姆·奥尔特曼最初被解雇的内部冲突新细节，包括一份指控奥尔特曼存在持续撒谎行为的备忘录。

Who should control the robot army? Good question. Let me tell you about public.com, investing for those that take it seriously. Multi asset investing, industry leading yields, trusted by millions. They have shared new details on the internal conflicts that led to Sam Altman's initial firing, including a memo alleging that Altman exhibited a consistent pattern of lying.

现在公开流传着一份来自伊利亚证词的笔录文件。Toucan在这里做了总结：伊利亚与米拉密谋了一年多要除掉萨姆。达里奥希望格雷格·布罗克曼被解雇，并由自己全权负责研究工作。我相信这是Anthropic的达里奥·阿马德。

There's a deposition transcript that is going around that is now public from the Ilia deposition. Toucan kind of summarizes here. Ilya plotted for over a year with Meera to remove Sam. Dario wanted Greg Brockman fired and himself in charge of all research. That's Dario Amade, I believe, from Anthropic.

米拉·莫拉迪告诉伊利亚，萨姆·奥尔特曼挑拨她与丹妮拉·阿马德对立。伊利亚写了52页备忘录要求解雇萨姆，另有一份关于格雷格的文档。

Mira Moradi told Ilya that Sam Altman, pitted her against Daniela Amade. Ilya wrote a 52 page memo to get Sam fired in a separate doc on Greg.

泰勒将扮演律师阿格诺卢奇，我则担任莫洛律师。我是伊利亚。金额当然很重要。你认为萨姆·奥尔特曼被解雇时，你在OpenAI的股权价值是多少？

Tyler is gonna be playing the attorney Agnolucci, and I will be attorney Molo. And I'm Ilya. It certainly does matter how much. What do you think the value of your equity at OpenAI was at the time Sam Altman was fired?

我指示证人不要回答具体金额问题。

And I'm instructing the witness not to answer as to the money value. Are

你拒绝回答吗？

you going to not answer?

我必须听从我的律师。

I have to obey my attorney.

好吧，看来你不打算回答。

Okay. So you're not going to answer.

我会按律师的建议行事。我觉得被称作圣人的人很难成功。我们明天要赶路，但太平洋时间上午11点仍有一场节目。到时见，应该不会有嘉宾。

I'll do what my attorney tells me to. I think it's very hard for someone who would be described as a saint to make it. We're on the road tomorrow, but we're still doing a show 11AM Pacific. We'll see you there. I don't think we'll be doing any guests.

再看吧，节目可能会短一些，但别担心。我们准备了很多

We'll see. It might be a little bit of a shorter show, but don't worry. We have a bunch

时间。

of time planned.

明天见。

We'll see you tomorrow.

明天见。再见。爱你。

See you tomorrow. Goodbye. Love you.