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你正在观看TVPN。
You're watching TVPN.
今天是2026年3月10日，星期二。
Today is Tuesday, 03/10/2026.
我们正在TVPN超穹顶现场直播，这座科技圣殿，
We are live from the TVPN Ultra Dome, the temple of technology,
金融的财富之地，资本的中心。
the fortunes of finance, the capital of capital.
今天为大家带来一场精彩的节目。
We have a great show for you today, folks.
让我来介绍一下ramp.com。
Let me tell you about ramp.com.
时间就是金钱。
Time is money.
同时节省两者。
Save both.
轻松使用企业卡片、账单支付、会计功能，以及更多功能，全部集中在一个地方。
Easy use corporate cards, bill pay, accounting, and a whole lot more all in one place.
让我们快速看一下节目单，因为我们有一些精彩的嘉宾即将登场。
Let's quickly pull up the linear lineup because we have some great guests coming on.
来自A16Z的奥利维亚·摩尔将为您剖析顶级的100个生成式AI消费类应用。
Olivia Moore from a sixteen z is breaking down the top 100 generative AI consumer applications.
当然，Linear是现代软件开发的首选系统。
Of course, Linear is the system for modern software development.
70%的企业工作空间都在使用Linear的智能代理。
70% of enterprise workspaces on Linear are using agents.
接下来。
And Next.
我们有戴维。
We have David.
今天是优惠日。
It's deals day.
这是 Deals Deals Deals Juicebox 的日子。
It's deals deals deals Juicebox.
Deals Juicebox 要上场了。
Deals Juicebox is coming on.
我们有 Agora 融了一大笔钱。
We got, like, Agora raised a bunch of money.
估值很高。
At a big valuation.
融了一大笔钱。
Raised a bunch of money.
我们还请来了 Archer，聊聊飞行汽车。
We also have Archer coming on to talk about flying cars.
我们什么时候能拥有它们？
When will we get them?
我的飞行汽车去哪儿了？
What happened to my flying car?
他们造了一辆。
They built one.
我们要看看什么时候能让我坐进去。
We're gonna see what the timeline is to get me in it.
好吧，我们先简单过一下这些交易，作为节目的开场。
Well, let's run through a little a few of these deals just to kick off the show.
我们稍后会详细讨论它们，但有几件事值得一提。
We're gonna go through them later in the timeline, but there's a few things.
布兰登·加雷尔今天在tbpn.com的TBPN通讯上发表了评论文章。
Brandon Garel wrote the op ed today in the TBPN newsletter at tbpn.com.
Mirror Moradis Thinking Machines与英伟达达成了多年合作关系。
Mirror Moradis Thinking Machines snagged a multiyear partnership with Nvidia.
Thinking Machines此前处境艰难。
Thinking Machines has been on the ropes.
他们在不到一年内失去了六位联合创始人中的一半。
They lost half of the six cofounders in under a year.
有一个问题关于这家公司的未来方向。
There's a question about where the business is going.
这显然是一个积极的信号，表明他们与英伟达达成了多年的合作关系，英伟达将部署至少一吉瓦的先进芯片来训练人工智能模型。
This is obviously a good sign that they got a multiyear investment done with Nvidia, in which it will deploy at least a gigawatt of cutting edge chips to train AI models.
他们将拥有更丰富的GPU资源。
They are going to be GPU richer.
我不知道现在什么是GPU丰富或GPU匮乏的标准，但今天他们多了一吉瓦的GPU资源，这对他们来说是个好消息。
I don't know where the bar is for GPU rich or GPU poor is today, but they're one one gigawatt richer after today, which is good news for them.
恭喜Thinking Machines的每一位成员。
So congrats to everyone at Thinking Machines.
尽管他们经历了几次高层离职，但团队规模已从30人增长到120人。
Even though they've had a couple high profile executive departures, the team has grown from 30 people to a 120 people.
所以他们仍在持续发展中。
So they're still cooking.
同样仍在持续发展中。
Also still cooking.
亚历克斯·王，动态上出现了一堆假新闻。
Alex Wang, there was a bunch of fake news on the timeline.
我们会深入调查这件事。
We'll dig into this.
但多个X平台上的科技新闻聚合账号发布消息，称亚历山大·王——他曾多次参加Meta Connect并接受过我的采访——他领导着Meta超智能实验室（MSL）。
But multiple tech news aggregator accounts on x posted that Alexander Wang, who's been on the show at Meta Connect, I've interviewed him a few times, He leads MSL, Meta Superintelligence Labs.
他们说，他已经离职了。
And they said and they were saying, he's out.
他岌岌可危。
He's on the he's on his ropes.
他正在那里为生存而战。
He's on his he's fighting for his life over there.
但这完全是假新闻。
Well, it was fake news.
我们会详细说明这件事究竟是怎么发生的。
And we'll go through exactly how this happened.
但Meta的CTO安德鲁·博斯沃思和扎克伯格也都进入了不同的聊天室，我们会带你们一一查看，以彻底驳斥这些谣言。
But Meta's CTO Andrew Bosworth and Zuck also both hopped into the chats, different chats, which we'll take you through to categorically deny the rumors.
所以我们将会深入分析这一点。
So we will dig into that.
另外，扬·莱库恩和马特为先进机器智能实验室筹集了一笔巨额种子轮资金，是One吗？
Also, Jan Lecun, Matt raised a massive seed round for advanced machine intelligence labs, a One?
M I L。
M I l.
One on 3.5。
One on 3.5.
不错。
Not bad.
不错。
Not bad.
这不是你通常会看到的组合。
Not the kind of combination that you normally see.
是的
Yeah.
这不太像美国的做法。
It's not very American.
为什么？
Why?
大概有三成左右的把握。
Do a 30 ish percent Sure.
当然。
Sure.
当然。
Sure.
但这是一种更强的信心表现。
But it's it's Better vote of confidence.
在人工智能时代、在计算需求的时代，资金。
Money in in the age of AI, in the age of compute requirements.
在人工智能领域，你得花钱才能赚钱。
You you gotta spend money to make money in AI.
而他现在有钱了。
And he's got the money now.
另外，正如我们提到的，Legora即将登场，谈论他们的D轮融资，融资额达5.5亿美元，估值55亿美元，而这一切发生在他们进入美国市场仅一年后。
Also, as we mentioned, Legora is coming on talking about their Series D, $550,000,000 at a $5,500,000,000 valuation just a year after their entry into The US market.
这是一个令人着迷的行业。
Fascinating industry.
我们昨天采访了一位红杉资本的合伙人。
We talked to a partner at Sequoia yesterday.
显然，红杉资本是Harvey的投资方。
Obviously, Sequoia is an investor at Harvey.
但这些公司会如何变化？
But how will these firms change?
这些工具会变成代理机构吗？
Will the tools become agencies?
他们会亲自完成这些工作吗？
Will they be doing the work?
他们会更直接面向消费者吗？
Will they be more direct to consumer?
这个问题我们一直在深入探讨，尤其是在那个……
This is a question that we've been digging through in the in the Yeah.
很多人一直在质疑，这些包裹到底有多薄。
A lot of a lot of people have been kind of questioning just how thin Mhmm.
这些包装到底厚还是薄，基本上就是这样。
Are these rat how how thick or thin are these wrappers, basically.
是的。
Yeah.
但是
But
AI招聘平台Juicebox，是2022年YC夏季加速器项目的一部分。
AI recruiting platform Juicebox, which was a part of YC summer's 2022 batch.
在AI热潮来临前加入YC是个不错的时机。
That's a good time to go through YC right before the AI boom.
你们已经启动并运行了。
You're up and running.
他们已经启动并运行了，完成8000万美元的B轮融资后，估值达到8.5亿美元。
Well, they are up and running with a $116,000,000 after a $80,000,000 series b, which values it at $850,000,000.
这就是你想要的那种稀释比例。
That's the kind of dilution that you're looking for.
10%。
10%.
不错。
Not bad.
略低于10%。
Little under 10%.
本轮融资由DST Global领投，Sequoia Capital II和YC也参与了投资。
And the round was led by DST Global with participation from Sequoia co two and YC.
这对Juicebox团队来说是个非常好的消息。
Very good news for the folks over at Juicebox.
他们正在招聘市场中。
They're in the hiring market.
所以我们请创始人来聊聊他们的业务，同时也谈谈招聘市场的情况。
So we're gonna have the founder on to talk about the business, but also talk about the hiring market.
他们的优势在哪里？
Where is their strength?
他们的劣势在哪里？
Where is their weakness?
他对就业数据有什么解读？
What is he reading into the jobs data?
我们会努力弄清楚现代经济中机会究竟在哪里。
We'll try and get to the bottom of where the opportunity is in the modern economy.
Meta还收购了基于代理的Reddit风格社交网络Moltbook。
Meta also acquired the agent based Reddit style social network Moltbook.
我们当然邀请了Moltbook的创始人和创造者。
We, of course, had the founder, the creator of Moltbook on.
我其实也认识另一位联合创始人本·帕尔。
I actually know the other cofounder as well, Ben Parr.
他们两人都将加入Meta超级智能实验室。
They will both be joining Meta Superintelligence Lab.
关于这是否全都是垃圾，各方争论不休。
There's a lot of back and forth on, was it all slop?
那里真的有价值吗？
Is there any value there?
我们并不知道这笔交易的具体条款。
Well, we don't know the terms of the deal.
它不一定非得是一笔十亿美元的收购。
It doesn't have to be a billion dollar acquisition.
谁知道呢？
Who knows?
我确实跟两位创始人都聊过。
They're I've I've I've talked to both of the founders.
他们俩都是很有能力、很有趣的人。
They're both, you know, capable, interesting people.
我认为这一点被严重忽视了，我们待会儿会谈到，那就是谁在评估这些收购。
And I think it's I think it's under discussed, and we'll get into this, under discussed that who is evaluating these acquisitions.
这不仅仅是马克·扎克伯格的事。
It's not just Mark Zuckerberg.
这也不仅仅是亚历克斯·王的事。
It's not just Alex Wang.
还有纳特·弗里德曼和丹尼尔·格罗斯。
You also got Nat Friedman and Daniel Gross.
这些人支持过很多创始人。
These guys have backed a lot of founders.
他们与许多人工智能初创公司合作过。
They've worked with a lot of AI startups.
他们能够理解自己正在那边组建的团队。
They can understand the team that they're trying to build over there.
人工智能代理与社交媒体之间可能存在一些有趣的交集。
And there might be some interesting interface between AI agents and social media.
这非常相关。
This is highly relevant.
Meta 看起来很合理。
Meta seems like logical.
是的。
Yeah.
记得吗？Meta 曾申请过一项专利，基本上是让你在死后以某种形式复活，哦，对。
Remember Meta Meta filed some patent for basically bringing yourself back to life Oh, yeah.
以一种古老的形式，在死后。
In ancient form after death.
对吧？
Right?
所以，他们当然在思考这些东西。
So of course, they're thinking about this stuff.
一旦你
Once you
脱去你凡俗的躯壳，你就会去Moltbook。
shed your molt your mortal coil and you molt, you go on Moltbook.
这太阴森了。
That's very macabre.
是的。
Yeah.
但我
But I
如果他们让Moltbook运行超过几个月，我会很惊讶。真的吗？
would be I'd be shocked if they keep Moltbook running Really?
超过短短几个月。
For more than a handful of months.
是的。
Yeah.
就像，这感觉就是，嘿，让我们找一些人加入，他们一直都在思考机器人之间会如何互动，还有互联网上的人类。
Like, this just feels like, hey, let's bring some people on board that are been thinking spending all their time thinking about how bots are gonna interact with other bots Yeah.
以及互联网上的人类。
And and humans on the Internet.
对。
Yeah.
Meta 做过很多这类收购，比如一些小产品、吞并项目，并不是每笔都像 WhatsApp 那样高达 160 亿、80 亿美元。
And Meta's done a ton of these types of acquisitions where, like like, smaller products, tuck ins, not everything has been WhatsApp 16,000,000,000, 8,000,000,000.
我记不清了。
I forget.
那是很多自研的
It was a lot of build
尼基塔，尼基塔的第一次
Nikita Nikita's first
是的。
Yeah.
那是个很好的例子。
It was That was a good example.
如果你把它看作是：通过一个产品获得一次机会，就能迎来一位产品负责人，带来新的活力和新想法，这其中蕴含着大量机遇。
And if you just think about it as, like, you get a shot and goal with one product, you get a product leader that can go and and bring some new energy, some new ideas in, there's a lot of opportunity there.
在我们进入时间线之前，让我介绍一下 Figma。
Well, before we move to the timeline, let me tell you about Figma.
无论你的创意从何处开始——Figma、Make、Claude Code、Codex 还是手绘草图——Figma 画布都是让创意连接、产品成型的地方，用 Figma 按正确方向打造产品。
No matter where your idea starts, Figma Make, Claude Code, Codex, or a sketch, the Figma Canvas is where ideas connect and products take shape, build in the right direction with Figma.
让我再介绍一下 Gemini。
And let me also tell you about Gemini.
Gemini 3.1 Pro 现已推出，基础能力更强。
Gemini 3.1 Pro is here with a more capable baseline.
它非常适合处理超复杂的任务，比如可视化复杂概念、将数据整合为单一视图，或让创意项目栩栩如生。
It's great for super complex tasks like visualizing difficult concepts, synthesizing data into a single view, or bringing creative projects to life.
今天我们还会提到一些来自谷歌的令人兴奋的消息。
There's also some exciting news from Google that we'll touch on today.
这算不上一笔交易，但我们会详细介绍一大堆新功能。
Not exactly a deal, but a whole bunch of new features that we'll be going through.
Theo正在介绍Anthropic的最新动态。
Theo is talking about the latest from Anthropic.
Claude Code现在新增了CodeReview功能，它更注重深度，可能比其他解决方案（如开源的GitHub Actions）更昂贵。
Claude Code now has CodeReview, which optimizes for depth and may be more expensive than other solutions like their opens like open source GitHub actions.
代码审查的费用通常在15到25美元之间，按token使用量计费，并根据PR的复杂程度进行调整。
Reviews generally average $15 to $25 billed on token usage, and they scale based on PR complexity.
Theo表示，Anthropic在发布这些功能前，真的需要一个普通人来验证一下。
And Theo says, Anthropic really needs like one normal person to prove these things before posting.
我猜人们对于在代码生成如此普遍的今天，还要为单独构建的代码审查支付高昂费用感到不满。
I guess people are upset about the price of having these code reviews build individually in a world where so much code is being generated.
一些最初的文案，是的。
Some of the some of the initial copy Yeah.
这个公告看起来像是每次代码审查都是固定费率。
Around this announcement looked like it was just a flat rate per code review.
实际上，它是根据令牌使用量计费的，但搞个固定费率还挺搞笑的。
It in actuality, it's billed based on token usage, but it's funny to have, like, a flat rate
是的。
Yeah.
你知道的。
You know?
它在生成代码。
It's generating code.
对。
Yep.
你正在为审查代码付费。
It's you're getting charged to review the code.
是的。
Yeah.
而且这就像是
And it's just like
而且，所有的令牌费率和支出项目都在剧烈变动。
Also, like, all of the token rates and just expense lines are shifting so dramatically.
令牌使用量正在激增。
Token usage is ramping.
你从某些计划中获得了折扣令牌。
You're getting discounted tokens from certain plans.
很难把握如何规划预算。
Like, it's very hard to grapple with how you think about budgets.
你知道，我们接触过不少这样的人，比如在微软，每位员工都需要一个令牌预算。
You know, we've talked to a number of people where, you know, at at at Microsoft, every employee needs a token budget.
每位员工都需要某种形式的AI预算。
Everyone every employee needs some sort of AI budget.
你仍然应该几乎以每人为基础来考虑，但根据员工在组织中的不同职责，他们获得的AI预算也不同。
You should still think about it almost in a per seat basis, but depending on what someone's doing in the organization, they get a different AI budget.
但Bur Bahama的这篇帖子非常有趣。
But this this post from Bur Bahama was very funny.
他们给我们喂毒药，Claude代码，让我们购买他们的解药——代码审查，而他们却压制我们的良药，而真正的良药其实是代码第一次就写对。
They feed us poison, Claude code, so we buy their cures code review while they suppress our medicine, which is what is the medicine in this Actually, actually the code correctly the first time.
调出这个，下一个来自Lafay的Claude代码，在你写完代码后。
Pull up this pull up this next one from Lafay Claude code after writing your code.
给个小费。
Leave a tip.
是的。
Yep.
1015。
1015.
他们真该加个打赏按钮。
They really should do a tip button.
我喜欢打赏这个想法。
I like I like the idea of a tip.
泰勒，你对购买或支付AI代码审查服务有什么看法？
Tyler, what what what's your take on on on buying or or paying for for AI code reviews?
你知道，我们目前是由一家代码审查公司赞助的。
There you know, we're we're we're we're sponsored by a a code review company.
现在有多种代码审查解决方案。
There are a number of code review solutions.
如今让AI执行代码审查有什么优势？
What what what's the advantage to having AI run a code review these days?
是的。
Yeah.
我的意思是，这确实很有道理。
I mean, it it, like, makes a lot of sense.
这不适用于你，因为你从不审查代码。
Like It it doesn't apply to you because you don't review code.
对吧？
Correct?
我的意思是，这对团队来说是有意义的。
Well, I mean, so it makes sense for teams.
对吧？
Right?
因为我不需要外部的代码审查，
Because I like, I I don't I don't need an, like, external code review
是的。
Yeah.
我的代码不需要，因为如果我在Codecs或Cloud Code里，
On my code because I'll just have, like, if I'm in Codecs, if I'm in Cloud Code Yeah.
我只要让它审查一下，或者想想它能不能运行，
I'll just tell it, like, review it or, like, would think that it's Does it work?
在编写时它就在进行审查了。
While writing it, it's reviewing it.
是的。
Yeah.
对吧？
Right?
希望它真的能做到。
Hopefully, it does that.
所以我自己从不
So I never personally,
我从不在当下检查自己的工作。
I never checked my work in the moment.
我从来不会。
I'm just Never.
全速前进。
Full speed ahead.
是的。
Yeah.
这个Claude评论账户是什么？
What is this, what is this Claude remarks account?
P_remarks。
P underscore remarks.
看起来它确实用了真实的Claude标志，但感觉它完全不是Anthropic公司旗下的，因为这条帖子显示的是沃尔特·怀特转着手枪，而中层技术及非技术业务部门负责人正在问Claude哪里可以裁员以减少浪费。
It seems like it's a it it uses the real Claude logo, but it very much feels like it's not owned by Anthropic because this post is, Walter White spinning a pistol saying mid level technic nontechnical business unit leaders asking Claude where they can cut headcount to reduce waste.
当你反过来一看，他说：实际上，我们不需要你，这情景最搞笑。
And you flip it around and he says, actually, we don't need you, which is the funniest situation.
Claude，根据这次对话，我们不需要你。
Claude, based on this conversation, we don't need you.
Anton说，让模型的使用成本变低。
Anton says, make the models cheap to use.
很好。
Great.
他们都忘了怎么写代码了。
They all forgot how to code.
现在价格涨了十倍。
Now 10 x the price.
没那么糟。
It's not that bad.
东西都在正常运行。
Stuff's working.
我们在Vibe编码上取得了巨大的成功。
We we we have had we have had fantastic success with Vibe coding.
我们正迅速成长为一家游戏工作室。
We are we are quickly becoming a game studio.
我们当然发布了TBPN模拟器。
We, of course, released TBPN simulator.
感谢那边的本。
Thanks to Ben over there.
我们还有一些其他项目正在进行中，今年对我们来说会是不错的一年。
We have some other projects in the works, and it's gonna be a good year for us.
我们对目前可用的工具非常满意。
We're we're we're very happy with the tools that are at our disposal.
《连线》杂志的马克斯·泽夫指出，OpenAI 和谷歌的员工，包括谷歌 DeepMind 首席科学家杰夫·迪恩，已提交法庭之友简报，支持 Anthropic 在其诉政府案件中的立场。
Max Zeph in Wired shares that OpenAI and Google employees, including Google DeepMind chief scientist Jeff Dean, filed an amicus brief in support of Anthropic in its lawsuit against the government.
我看到节目嘉宾迪恩·鲍尔通过 FAI 发起了一封公开信，如果你愿意，可以去签名支持 Anthropic 不应被列为供应链风险的观点。
I saw guests of the show, Dean Ball, also put together an open letter through FAI that if you feel inclined, you can go sign to support the idea that anthropic should not be labeled a supply chain risk.
也许其他一些中国实验室才应该被列为供应链风险。
Maybe some other Chinese lab should be labeled a supply chain risk.
至于你对此持何种看法，我们交由你自行判断。
We'll leave it up to you to see where you land on that conversation.
但确实有很多人正在团结起来，试图明确最终的决定。
But there are certainly lots of people that are coming together to try and crystallize the the final decision there.
根据 Axios 的其他消息，白宫正准备发布一项行政命令，以排除 Anthropic。
In other news from Axios, the White House readies an executive order to weed out anthropic.
他们正在大力推动将 Anthropic 列为供应链风险，并与其划清界限。
They are really pushing hard on this supply chain risk designation and pulling away from Anthropic.
有消息称，他们可能正在使用 Gemini，也可能在使用 OpenAI 的模型。
There's news that they might be using Gemini, might be using OpenAI models.
Grok已经安装好了。
The Grok is already installed.
有人对能力提出疑问，但这些能力似乎一直在反复波动，比如今天谷歌新闻和Codex 5.4的情况。
There's a question about capabilities, but the capabilities seem to be jumping back and forth constantly, like, with the Google News today, with the Codex 5.4.
就像之前临时认为Anthropic是唯一能完成x、y或z任务的公司一样。
Like, the the the this this temporary arb of, like, they needed Anthropic because it was the only thing that could do x, y, or z.
但这一说法似乎这周已经不成立了。
That seems to be, you know, gone for this week.
谁知道下周又会怎样？
Who knows where it'll be next week?
但如果你想在华盛顿特区有所作为，就得打开《华尔街日报》的头版，因为那里有线索。
But if you are trying to make it in DC, you got to open up the front page of The Wall Street Journal because there's a tip.
所以如果你要见唐纳德·特朗普，最好穿上他最喜欢的鞋子。
So if you have a meeting with Donald Trump, you better wear his favorite shoes.
你能猜到他最喜欢的鞋子是什么吗？
Can you guess what his favorite shoes are?
不知道。
No idea.
上面写着：Balenciaga。
It says, Balenciaga's.
不是。
No.
上面写着牛津鞋。
It says Oxfords.
具体来说，是145美元的牛津鞋。
A $145 Oxfords to be to be specific.
总统对145美元的牛津鞋着了迷。
The president has developed an obsession with $145 Oxfords.
所有男孩都穿着，这是原话。
All the boys have them, is the quote.
最热门、最稀有的MAGA身份象征是一双皮质牛津鞋。
The hottest and most exclusive MAGA status symbol is a pair of leather Oxfords.
你更喜欢牛津鞋、便鞋还是单扣鞋？黑色还是棕色？
Prefer a wingtip, loafer, or monk strap, black or brown?
显然，特朗普总统已经让你入坑了。
President Trump has got you, apparently.
特朗普一直在向各机构负责人、国会议员、白宫顾问和贵宾赠送鞋子。
Trump has been gifting footwear to agency heads, lawmakers, White House advisers and VIPs.
你拿到你的鞋子了吗？
Did you get your shoes?
他问过
He asked
要求所有人都穿同一双鞋。
Everybody to wear the same pair of shoes.
是的。
Yes.
他在内阁会议上问人们：你拿到你的鞋子了吗？
And and he asks people in cabinet meetings, did you get your shoes?
你收到他们寄给你的鞋子了吗？
Did you get the shoes they sent you?
这挺漂亮的。
That's pretty
太棒了。
Amazing.
这挺不错的。
That's pretty nice.
有些人已经在椭圆形办公室穿上了。
Some people have laced up in the Oval Office.
在一月的一次午餐会议上，特朗普突然转向他那双令人惊叹的新鞋，并给了塔克·卡尔森一双棕色的系带鞋。
During a lunch meeting in January, Trump suddenly pivoted to his incredible new shoes and gave Tucker Tucker Carlson a pair of brown wingtips.
所有男人都有，一位白宫女官员说。
All the boys have them, said a female White House official.
另一个开玩笑说，这太搞笑了，因为每个人都害怕不穿它们。
Another joked it another joked, it's hysterical because everybody's afraid not to wear them.
首席鞋贩子很在行。
The shoe salesman in chief is paying attention.
这太夸张了。
This is extreme.
我们知道是什么牌子吗？
We know do we know what brand?
是地板亮光剂。
It's Floor Floor Shine.
哇哦。
Woah.
那才是下一句话。
That was the next sentence.
哦，这里剧透了。
Oh, spoiler alert over here.
没关系。
It's okay.
我们明白了。
We get it.
你比我先读了这本期刊。
You read the journal before me.
我进去了。
I get in.
我们得买两份纸质期刊，因为我已经读了一整年甚至两年了。
We're gonna have to get two copies of the paper journal because I have been reading the journal for a full year now or two.
而且，我也克服了这个问题。
And and and I get over it.
我在想，我的报纸去哪儿了？
I'm like, where's my where's my paper?
哦，对了，它在泰勒·科斯格罗夫那儿。
And, oh, well, it's over on Tyler Cosgrove's
这个品牌的历史是怎样的？
What is the what's the what's the sort of history of this brand?
为什么
Why
我有一些地板抛光剂。
I have some floor shines.
我喜欢它们。
I like them.
它们非常
They're very
我也有一些。
also have some.
是的。
Yeah.
它们不错。
They're good.
它们的价格高得离谱，要145美元。
They're they're just like a they're they're they're, excessively priced at a $145.
它们看起来不错，而且几乎能搭配所有东西。
They look nice and they sort of match everything.
看看这个
And look at that
你预计这个会滚动进入
Would you expect this to roll in
给你
Gives you
Florsheim
Florsheim
一点点到
little to
滚动进入Truth Social？
roll into truth social?
有可能。
Potentially.
有可能。
Potentially.
我们不知道这是否是公开的。
We I don't know if it's public.
有可能是斯帕特的候选人。
Potentially a spat candidate.
这里什么都有可能发生。
Anything could happen here.
特朗普对Florsheim这个美国品牌一见钟情，这个品牌一个多世纪以来一直将舒适与时尚相结合。
Trump has fallen in one in love with Florsheim, an American brand that's been pairing comfort and style for more than a century.
它们的价格也很亲民。
They're also affordable.
许多鞋子只需145美元，对于一双皮鞋来说，这不错。
Many cost just a $145, not bad, for a pair of leather shoes.
总统喜欢当着别人的面猜他们的鞋码。
The president has taken to guessing people's shoe size in front of them.
你在开会，然后你说：先生，油价涨了三倍。
You're in a meeting and you're like, sir, the price of oil has tripled.
他说是十一。
He's like eleven.
我确定是十一。
I'm pretty sure it's eleven.
十一。
Eleven.
这太疯狂了。
This is wild.
他让助手下了一笔订单，一周后，收到了一个棕色的Florsheim盒子。
He asks an aide to put in an order and a week later, a brown Florsheim box.
你应该直接备货。
You should just have them in stock.
应该一直保持库存。
Should just keep Reached
通过电话，托马斯·弗洛斯海姆 Jr. 表示他并不知道总统的鞋子订单。
by phone, Thomas Florsheim Junior said he was unaware of the president's shoe orders.
托马斯，你怎么会不知道这件事？
How are you not tapped in, Thomas?
这位79岁的亿万富翁以昂贵的布里亚尼西装、长长的红色领带和对美学的偏好而闻名，去年年底开始寻找一种在工作一天后穿起来更舒服的鞋子，最终选中了弗洛斯海姆。
The seven the 79 year old billionaire known for expensive briyani suits, long red ties and a penchant for aesthetics late last year began searching for something that would feel better after a day on the job and settled on Florsheim.
特朗普非常喜欢这些鞋子，于是开始把它们当礼物送人。
Trump liked them so much he started dispensing them.
白宫表示，总统自己掏钱买这些鞋子。
He pays for the shoes, the White House said.
总统 J.
President J.
D.
D.
国务卿马可·卢比奥等人也拥有几双。
Vansen, Secretary of State Marco Rubio have some.
交通部长肖恩·多菲、国防部长佩特·赫格塞斯、商务部长霍华德·卢特尼克，以及特朗普的通讯总监也都拥有。
So do Transportation Secretary Sean Duffy, defense secretary Pete Hegseth, commerce secretary Howard Lutnick, Trump's communications director.
哇哦。
Wow.
真的是人人都有。
It's really everyone.
肖恩·汉尼提、参议员林赛·格雷厄姆也都有一双。
Sean Hannity, senator Lindsey Graham have a pair.
收到的人开始在特朗普身边穿着这些拖鞋，有些人并不情愿。
Recipients have taken to wearing their floor shimes around Trump, some begrudgingly.
一位内阁部长抱怨说，他不得不把他的路易威登鞋收起来了。
One cabinet secretary has grumbled that he had to shelve his Louis Vuittons.
官方上，白宫并未确认特朗普选择的拖鞋款式。
Officially, the White House wouldn't confirm Trump's choice of floor shime.
一位收到者表示，特朗普的办公室里堆着一摞这样的拖鞋。
One recipient said Trump had a stack of them in in an office.
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一个盒子上写着：财政部长斯科特·贝森。
A box read Scott for for treasury secretary Scott Bessen.
贝森并不想要这些。
Bessen does not want these.
绝对不行。
No way.
他有一些路易威登之类的鞋子。
He's got some Louboutins or something.
通过电话联系了他。
Reached by phone.
托马斯·J·弗洛尔海姆表示他对此毫不知情。
Thomas j Florsheim said he was unaware.
你读过这个。
You read this.
弗洛尔海姆公司由德国移民兼鞋匠西格蒙德·弗洛尔海姆和他的儿子米尔顿于1892年在芝加哥创立。
Florsheim was founded in 1892 by Chicago in Chicago by Sigmund Florsheim, a German immigrant and cobbler, and his son Milton.
在特朗普开始把他的名字贴在所有东西上之前一个世纪，Florsheim 就已经在鞋子上缝上品牌标识，并在全国开设了专卖店。
A century before Trump began putting his name on everything, Florsheim stitched its moniker on shoes and opened branded stores across the country.
该公司在两次世界大战期间为美国士兵提供鞋履。
The company outfitted American soldiers during both world wars.
后来，它搭上了购物中心兴起的东风。
Later, it rode the shopping mall.
繁荣起来。
Boom.
总统说，哈里·杜鲁门总统曾穿过它们。
President said president Harry Truman wore them.
迈克尔·杰克逊在光亮皮鞋上跳了月球漫步。
Michael Jackson moonwalked in floor shine loafers.
我根本不知道他跳月球漫步时穿的就是这双鞋。
I had no idea that was the pair of shoes that that he moonwalked in.
这太了不起了。
That's remarkable.
就像特朗普一样
Like Trump
他穿着便鞋跳了月球漫步？
He he did a moonwalk in loafers?
是的。
Yeah.
我的意思是，我想那是白色鞋底的便鞋。
Well, I mean, that's what he the like, the the I think they're white bottomed loafers.
我们应该找一张迈克尔·杰克逊跳月球漫步的照片。
We should pull up a picture of Michael Jackson doing the moonwalk.
但你肯定需要一双光滑的正装鞋。
But you definitely need, like, a smooth dress shoe.
你不可能在抓地力很强的鞋子上跳月球漫步。
You can't moonwalk in something with a lot of grip.
就像特朗普自己的商业 fortunes 一样，Florsheim 也经历了起起落落，包括在2002年申请破产，这是将品牌交还给 Florsheim 家族的一部分举措。
Like Trump's own business fortunes, Florsheim has experienced ups and downs, including filing for bankruptcy in 2002, part of a move that returned the brand to to the Florsheim family.
所以他们在出售之后又从破产中收购了它。
So they bought it out of bankruptcy after selling it.
如今，它属于位于威斯康星州格伦代尔的Waco公司，该公司还分销Nun Bush、Stacy Adams和Boggs品牌。
Today, it is part of the Glendale, Wisconsin based Waco, which also distributes Nun Bush, Stacy Adams, and Boggs.
鲁比奥和万斯在12月于椭圆形办公室会面后得到了他们的鞋面抛光。
Rubio and Vance received their floor shines after a December meeting in the Oval Office.
在深入交谈时，特朗普从办公桌后低头看向他们的脚。
Deep in conversation, Trump peered over the resolute desk at their feet.
万斯在后来庆祝肯尼迪中心荣誉得主西尔维斯特·史泰龙的活动中回忆道。
Vance recalled during an event that later that day celebrating Kennedy Center honoree Sylvester Stallone.
马可、JD，你们穿的是空白鞋底的鞋子，”特朗普说着，随即拿出一份目录。
Marco, JD, you guys have s blank y shoes, Trump declared before retrieving a catalog.
房间里还有第三位政界人士。
A third politician was in the room.
万斯没有点出他的名字，而特朗普则询问了每个人的鞋码。
Vance didn't name him, and Trump asked each person their size.
里博说是一点五。
Rubio said eleven point five.
万斯，十三。
Vance, thirteen.
根据万斯的说法，第三个人说是七。
A third man said seven according to Vance.
鞋履攀比现象在华盛顿特区随处可见。
Shoe mugging is happening all over DC.
如果你去华盛顿特区，买一双地板光鞋吧，或者也许你可以发起一个针对地板光鞋的左翼回应，因为这些事情常常被政治化。
If you head to DC, get a pair of floor shines, or maybe maybe there's an opportunity to start the left wing response to floor shines since often these things get politicized.
但真正的利润来自供应链更深处——向双方出售武器。
But the real money is going deeper in the supply chain, selling money selling weapons to both sides.
是那个
Is the
阿尔法。
alpha.
你知道亚历克斯·琼斯和格温妮丝·帕特洛曾经都从同一家代工厂商采购保健品吗？
Know that both Alex Jones and Gwyneth Paltrow at one point were were sourcing supplements from the same co packer?
不知道。
No.
是的。
Yes.
是的。
Yes.
完全相同的成分，完全相同的化学物质，却卖给了两个截然对立的群体。
The exact same ingredients, the exact same chemicals sold to two wildly opposing audiences.
这其实是供应链更深处发生的事情，因为
Like, this this is something that happens deeper in the supply chain because
销售
That sales
品牌才重要。
the brand matters.
唐纳德·特朗普。
Donald Trump.
是的。
Yes.
是的。
Yes.
不知怎么的，我不这么认为。
Somehow, I don't think so.
在我们继续之前，让我介绍一下 Console。
Quickly, before we move on, let me tell you about Console.
Console 构建了 AI 代理，可自动化 70% 的 IT、人力资源和财务工作，为员工提供即时解决访问请求和密码重置的服务。
Console builds AI agents that automate 70% of IT, HR, and finance giving employees instant resolution for access requests and password resets.
让我也介绍一下 Phantom Cash。
And let me also tell you about Phantom Cash.
无需交易所或中间商，为你的钱包充值，并使用 Phantom 卡进行消费。
Fund your wallet without exchanges or middlemen and spend with the Phantom card people.
就这么做。
Just do it.
中国比亚迪探索进军一级方程式赛事的首次尝试。
China's BYD explores f one entry in first racing push.
比亚迪正在研究进入竞技赛车领域的多种选择，包括一级方程式和耐力赛，以提升中国品牌在全球的吸引力。
BYD is examining options to enter competitive motorsport, including Formula One and endurance racing in an effort to boost the Chinese brand's appeal globally.
随着公司在本土市场之外的快速增长，以及赛车运动持续向混合动力引擎转型，该公司正在评估多种方案。
The automaker is looking at several options following its rapid growth outside its home market in competitive racing's continuing shift towards hybrid engines.
人们说这些选项包括世界耐力锦标赛，嗯。
People said these range from the World Endurance Championship Mhmm.
涵盖勒芒24小时耐力赛，以及通过组建自有车队或潜在收购进入F1。
Which includes the twenty four hours of Le Mans to F1, either through building its own team or potential acquisitions.
比亚迪的任何举动都将是中国制造商罕见的直接尝试，挑战由欧洲和美国车队主导的这项运动。
Any move by BYD would be a rare direct attempt by a Chinese manufacturer to take on a sport dominated by European and US teams.
来自中国的汽车制造商对赛车运动曾有过零星的兴趣。
Car makers from the country have had sporadic interest in motorsport.
吉利通过 Cyan Racing（前沃尔沃厂队）和蔚来公司成功参与国际房车赛事。
Geely successfully participates in international touring car racing through Cyan Racing, formerly the Volvo factory team, and Nio Inc.
在2015年首届电动方程式锦标赛中赢得了车手冠军。
Won the driver title for the inaugural Formula E electric championship in 2015.
据其中一人表示，进入F1的潜在成本可能是比亚迪的一大障碍。
The potential cost of entering F1 could be a significant obstacle for BYD according to one of the people.
我以为他们很有钱。
I thought they had money.
也许他们只剩下最后
Maybe they're down to their last
2020万美元了。
$20.20 grand.
有可能。
It's possible.
开发并参赛一辆赛车通常需要数年谈判，单赛季成本可能高达五亿美元的一半。
Developing and entering a car often takes years of negotiation and costs as much as half 500,000,000 a season.
所以他们应该创办一个新的赛车系列。
So they should start a new race series.
你知道比亚迪是怎么跳过坑洼的吗？
You know how the BYDs can jump over potholes?
你看过这个视频吗？
Have you seen this video?
是的。
Yeah.
我们之前已经看过这个了。
We've pulled this up before.
所以它们能跳起来。
So they can jump.
应该设计一条专门的赛道，布满糟糕的坑洼，一旦撞上就会彻底毁掉你的车。
There should be a specific racing circuit with terrible potholes that if you crash, it'll just destroy your car.
所以你必须在正确的时间起跳，这增加了额外的刺激感。
So you have to jump at the right time, and that adds, an extra layer of thrill.
我喜欢，这会很不错。
I love This would be good.
我喜欢
I love
而且启动这个赛道的成本可能会低得多。
And probably way cheaper to start that circuit.
目前中国只有一场F1赛事，即在上海国际赛车场举行的中国大奖赛。
There's only one f race, f one race in China at the Shanghai International Raceway, the China Grand Prix.
所以谁知道他们能产生多大的影响呢。
So who knows how much of an impact they would be able to make.
我们继续吧。
Let's continue.
尚未做出任何决定，公司可能决定不参加任何比赛。
No decision has been made, and the company may not decide to enter any competition.
比亚迪的一位发言人没有要求置评。
A BYD spokesperson didn't request for comment.
没有回应。
Didn't respond.
比亚迪以生产经济实惠的电动汽车和混合动力汽车而闻名。
BYD is known for making affordable electric and hybrid vehicles.
好的。
Okay.
所以他们确实拥有一些混合动力技术。
So they do have some hybrid technology.
这总是有点奇怪。
It's always weird.
比如，一辆特斯拉F1赛车会很奇特、很酷，但总觉得他们应该参加电动方程式，因为我把他们看作是一家电动汽车制造商。
Like, a Tesla f one car would be odd, cool, but it just feels like they should be in Formula e because I think of them as an electric car maker.
但比亚迪在2025年，其高端永旺品牌在德国赛道测试了U9极致车型，最高时速超过308英里每小时。
But BYD in 2025, its high end Yongwang branded brand tested the u nine extreme vehicle at a track in Germany recording a top speed of more than 308 miles an hour.
这太快了。
That is so fast.
这实在太快了。
That is so, so fast.
200简直疯狂。
200 is insane.
我的意思是，在赛道上开到120英里已经感觉很快了。
I mean, being on the track and going like one twenty feels fast.
三倍于那速度简直不可思议。
Three times that is absolutely crazy.
是的。
Yeah.
作为一位父亲，我个人觉得150英里太离谱了。
One fifty feels wrong to me personally as a father.
对。
Yes.
但300英里。
But 300.
但在正确的赛道、合适的条件下，直道且有足够的缓冲区。
But the right track, the right conditions, straight, lots of runoff.
也就是说，这是有可能的。
Like, it it is possible.
当时是在尝试打破漂移纪录
That was trying to break the drift record
只是通过
by just
原地打转。
spinning around.
是的。
Yeah.
你对那件事非常不满。
You were very upset about that.
聊天室里的人都支持你。
The chat agreed with you.
他们对此并不高兴。
They were not they were not happy with that.
与F1的合作也将显著提升比亚迪在美国的知名度。
An F1 partnership would also significantly boost awareness of BYD in The US.
你知道BYD代表什么吗？
Do you know what BYD stands for?
不知道。
No.
成就你的梦想。
Build your dreams.
哇。
Wow.
成就你的梦想。
Build your dreams.
你知道LG代表什么吗？
Do you what LG stands for?
那个电视制造商？
The TV maker?
生活美好。
Life good.
是的。
Yes.
生活很好。
Life's good.
生活的是好的。
Life apostrophe s is good.
生活是美好的。
Life is good.
生活很好。
Life's good.
LG。
LG.
不错的随堂小测。
Good pop quiz.
这项运动本身在美国的受欢迎程度正在上升，这很奇怪，因为如果一项运动在美国兴起，进入门槛往往会变得更贵。
The sport itself is experiencing a surge in US popularity, which is odd because if f one's booming in The US, it's gonna be more expensive to enter.
但比亚迪在美国的销售和分销网络并不强势。
But BYD doesn't have a strong sales and distribution into The US.
F1仍然是项国际运动，但如果它变得更像一项美国运动的话
F one is still an international sport, but if it becomes more of an American sport
是的。
Yeah.
这仅仅发生在欧洲。
This this is just in Europe.
这仅仅是欧洲地区在建立影响力。
This is just in Europe building relevancy in Europe.
而他们在本国中国面临着巨大的竞争。
And they have a huge amount of competition back in China.
是的。
Yeah.
所以在很多方面，我会认为这样的举措并不是为了与国际品牌竞争，而是因为我们国内有很多品牌紧追不舍。
So I in many ways, I would view a move like this as not as much trying to compete with international Yeah.
我们家里的品牌都紧追不舍。
Brands, but being like, we have all these at home, hot on our heels.
没错。
Yep.
我们必须与它们区分开来。
We have to differentiate versus them.
完全正确。
Totally.
泰勒？
Tyler?
我得把你安排进特鲁索内。
I gotta put you in Trusone.
它不代表Let's Good。
It does not stand for Let's Good.
不是吗？
No?
它代表Lucky Goldstein。
It stands for Lucky Goldstein.
Lucky Goldstein。
Lucky Goldstein.
等等。
Wait.
为什么？
Why?
他们从哪里得到的Life's
Where did they get Life's
Good？
Good from?
我认为那是另一个品牌。
I think that's another brand.
在营销中使用这个。
Use that in marketing.
哦，LG的词源并不是来自Wow。
Oh, It's not like the etymology of LG is from Wow.
Goldstein。
The Goldstein.
毁了。
Destroyed.
好的。
Okay.
谢谢。
Thank you.
我有个新想法。
Here's another idea.
BYD不必花上五亿美元去赞助一支F1车队，不如学Perplexity的做法，和正在参赛的中国车手乔广宇合作，在头盔顶部投放广告。
BYD, instead of shelling out half $1,000,000,000 for an F1 team or whatever it costs, They should just do what Perplexity did with Lewis Hamilton with Joe Guangyu, the Chinese driver who is actively racing, and they could sell the spot on top of the helmet.
这样一来，如果乔广宇赛季表现优异，甚至夺冠，他们就是在支持他的成功。
And so that would be more of like if Joe has a good season, if he wins, they're they're, you know, backing that.
不过，我不确定当你为其他车队效力时，是否还能做赛车赞助。
I wonder if you can't do a car sponsorship while you're racing for a different team, though.
我不知道现在是谁在做这个。
I don't know who who does
是的，乔。
Joe Yeah.
我肯定这里面有很多限制。
I'm sure there's limitations.
他现在为哪个车队比赛？
Who does he race for right now?
哦，他现在在凯迪拉克车队。
Oh, he's on Cadillac.
好的。
Okay.
嗯，那可能行不通。
Well, yeah, that's probably not gonna work.
最美国的车队。
The most American team.
坐在凯迪拉克里，头盔上贴着比亚迪的贴纸。
Sitting in the Cadillac with the BYD sticker on his helmet.
是的。
Yeah.
也许这行不通。
Maybe that doesn't work.
还是用华为吧。
Stick with Huawei, maybe.
我不知道。
I don't know.
加布说他目前没有积极参赛。
Gabe says he's not actively racing.
哦，好的。
Oh, okay.
他回升了。
He's back up.
好的。
Okay.
他回升了。
He's back up.
是的。
Yeah.
谢谢。
Thank you.
投资F1更常见。
Buying into F1 is more common.
本赛季是奥迪在全面接管瑞士赛车公司萨尔伯后的首个赛季。
This season is the first for Audi after taking full control of Swiss motor sport company Salber.
投资者Oatro Capital正在为雷诺和阿尔派恩车队寻求股权买家。
Investor, Oatro Capital, is seeking buyers for a stake in Renault, Alpine Racing.
然而，整支车队的出售极为罕见。
However, full team sales are rare.
亿万富翁劳伦斯·斯特罗尔的阿斯顿·马丁车队最近出售了部分股权，该车队在新赛季开局遭遇严重挫折，主要因动力单元振动等机械问题。
Billionaire Lawrence Stroll's Aston Martin team has recently sold stakes in the team, which has had a disastrous start to the new season after mechanical issues including vibrations from the power unit.
一级方程式等赛车运动正日益采用环保措施，以迎接2026年。
Motorsports such as F1 are increasingly adopting environmentally friendly practices for 2026.
F1已实施新规则，包括提升电池容量的混合动力技术规定。
F1 has implemented new rules including hybrid power regulations that boost battery capacity.
有人算过数据，是的。
Somebody ran the numbers Yes.
关于F1通过新规在二氧化碳排放方面的减排效果，是的。
On sort of like CO two, the emission savings that F1 is getting from the new Yeah.
新规定。
New regulations.
是的。
Yeah.
然后将这与像这种大规模赛车嘉年华的排放量进行比较，是的。
And then comparing that to the emissions of just like taking this like massive car carnival of motorsports Yeah.
在公路上，私人飞机
On the road the private jets with
每场F1赛事结束后都会降落。
land every f one event.
这根本对整体影响微乎其微，纯粹就是一种排放作秀。
And it's just, doesn't make a dent at all of the overall impact, and it's just sort of, like, emissions theater.
让我告诉你关于vibe.co，DTC品牌、B2B初创公司和AI公司都在流媒体电视上投放广告，选择频道、定位受众，然后他们的销售就像在Meta上一样。
Let me tell you about vibe.co, where d to c brands, b to b startups, and AI companies advertise on streaming TV, pick channels, target audiences, and then their sales just like on Meta.
让我再告诉你一下Railway。
And let me also tell you about Railway.
Railway 是一个一体化的智能云服务商。
Railway is the all in one intelligent cloud provider.
使用你最喜欢的工具部署网页应用、服务器、数据库等，Railway 会自动处理扩展、监控和安全问题。
Use your favorite agent to deploy web apps, servers, databases, and more while Railway automatically takes care of scaling, monitoring, and security.
那么你觉得过去五年里，哪个表现更好？
So what do you think performed better over the last five years?
标普500指数还是奶牛？
The S and P 500 or cows?
数据显示，活牛的表现竟然超过了标普500指数，但这是来自一个叫 DJ Cows 的账号，我觉得他们一直在等待这一刻的到来。
Live cattle apparently outperformed the S and P 500, but this is from an account called DJ Cows, and I feel like they've been waiting for this to happen the entire time.
他们一直在等待牛价超越标普500的那一刻，现在终于可以庆祝胜利了。
They've been waiting for the one moment that the cattle market outperforms the S and P 500, and they're taking a victory lap.
DJ Cows，史上最强之一。
DJ cows, one of the greatest to ever do it.
非常非常有趣。
Very, very interesting.
我没想到牛仔市场会有这么大的繁荣，但显然确实如此，我相信如果你感兴趣，肯定有办法参与其中。
I didn't realize that there was such a boom in the cattle market, but apparently there is, and I'm sure there's a way to get in on the action if you so choose if you are interesting.
好吧，我们转向人工智能和新实验室吧。
Well, let's move over to AI and the neo labs.
英伟达投资了Mirror Moradis，由OpenAI前CTO创立的Thinking Machines Lab计划在一项新合作中部署至少一吉瓦的英伟达芯片。
NVIDIA invests in Mirror Moradis, Thinking Machines Lab, the startup founded by OpenAI's former CTO, plans to deploy at least one gigawatt of NVIDIA chips as part of a new partnership.
该交易包括合作设计使用英伟达技术的人工智能训练与服务系统。
The deal includes a collaboration to design artificial intelligence training and serving systems using Nvidia technology.
这项投资的规模和结构尚无法得知。
The size and structure of the investment couldn't be learned.
这是一笔循环交易吗？
Is it a circular deal?
是用股权换取芯片吗？
Is it equity in exchange for chips?
目前还不清楚。
It's it's it's unclear at this point.
但如今没有什么是被排除在外的，因为
But nothing's off the table these days as
是的。
Yeah.
我认为我们主要知道的是，Thinking Machines 在去年年底时正在融资，是的。
I think the main thing we know we know Thinking Machines was out raising towards the end of last year Yeah.
寻求大约500亿美元的估值。
Going for something like a $50,000,000,000 valuation.
看起来是这样。
Seems like that.
是的。
Yeah.
我原本以为这件事还没发生。
I would have guessed that hasn't happened.
否则的话，是的。
Otherwise Yeah.
我肯定他们会发布公告，就是为了塑造形象。
I'm sure they would announce it from from a from a just like in order to project.
如果我是他们，想展现信心，是的。
If I were them and I wanted to project confidence Yeah.
我会努力公布一个尽可能大的数字。
It would I would be trying to announce the biggest possible number.
是的。
Yeah.
但他们却公布了这个，实际上相当于
Instead, they announced this this effectively what
看起来像是交易。
looks like trade.
看看这张照片。
Look at this photo.
这两家公司未来有没有可能合并？
Is there any chance that these two companies merge at some point in the future?
这很有趣。
That's interesting.
泰勒一直认为，如果詹森真的被AGI洗脑了，他会把芯片留给自己，并自己提供模型服务。
Tyler's always been on this, like, if Jensen gets really AGI pilled, he'll keep the chips for himself and serve the models himself.
英伟达确实拥有自己的训练和推理能力。
And Nvidia does have some in house training and inference capabilities.
他们有一个模拟世界的元宇宙产品。
They have a metaverse product that simulates worlds.
他们还有一个自动驾驶汽车项目，并且仍在与汽车制造商和其他公司合作。
They also have a self driving car project, and they're still partnering with OEMs and partnering with companies.
但他们并不提供面向消费者的产品。
And they're not they're not offering consumer products.
当然，英伟达是七巨头中唯一还没有社交网络的公司，但这种情况可能会改变。
Of course, Nvidia is the one company in the mag seven that does not have a social network yet, but that could change.
但你觉得呢？
But what do think?
最近有新闻说，英伟达计划推出一些开源的AI代理。
News recently, I think Nvidia is planning to launch some, like, open source Yes.
AI代理。
AI agent.
是的。
Yes.
这到底有多认真，还不太清楚。
It's, like, unclear how, like, serious that is.
对。
Yeah.
也许这只是一个很酷的演示之类的东西。
Maybe it's just, like, a a cool demo or something.
但我觉得是的。
But I it's yeah.
我不觉得这像
I I don't think it's like
可能是 OpenClaw 的一个分支之类的。
Could be a fork of OpenClaw or something like that.
是的。
Yeah.
任何事情都有可能。
Any anything's possible.
我的意思是，Nvidia 在消费领域一直没做太多，他们一直更深地扎根在供应链中。
I mean, Nvidia has never done too much in the in the consumer space or, they've you always been deeper in the supply chain.
但他们确实推出过 Nvidia Shield 这样的游戏设备，可以进行游戏串流。
But they I I didn't have a Nvidia Shield gaming product that would do game streaming.
我觉得他们以前有过一些硬件产品。
I think they had some hardware at some point.
所以我认为他们对此持开放态度，尤其是在当前这个大爆发时期，拥有一支由 120 名顶尖 AI 研究人员组成的团队对 Nvidia 来说会非常有价值。
So I think they're they're open to it and and in a in a huge boom where, you know, having at least a team of a 120 super talented AI researchers that could be really valuable to Nvidia.
当然，Nvidia 曾经 famously 做过与 Grok 的交易，五天内就投入了上百亿美元，或者说是二十四小时内。
Of course, Nvidia famously did that deal with Grok and sent over 10,000,000,000 wired in five days or something or twenty four hours.
20天。
20.
是多少来着？
What was it?
是的。
Yeah.
他们在二十天内就完成了整个交易，我认为詹森直接转了100亿美元的款项，然后
They closed the whole thing in twenty days, and I think Jensen just, like, sent sent a $10,000,000,000 wire and
是的。
Yeah.
不知怎么的，外界得知这笔转账其实是在正式达成协议之前就已发出，是的。
Somehow it came out that it that that the wire was sent, like, prior to actually Yeah.
正式确认之前。
Formalizing it.
这就像，
It's like,
给你。
here you go.
我是有这个能力的。
Like, I'm I'm good for it.
我有
I have
现金流，这太疯狂了。
cash flow, which is wild.
索菲说，求你了，兄弟，再开一家AI实验室吧。
Sophie says, please, bro, just one more AI lab, bro.
拜托了，兄弟。
Come on, bro.
我们在AI研究上有着独特的视角。
We have a unique perspective on AI research.
没人像我们这样做，兄弟。
No one else is doing it like us, bro.
来吧，兄弟。
Come on, bro.
我们可以筹集几亿资金，最坏的情况就是被收购，兄弟。
We could raise a few billion, and worst case, we just get acqui hired, bro.
没什么可失去的，兄弟。
Nothing to lose, bro.
我保证。
I promise.
来吧，兄弟。
Come on, bro.
就加入吧
Just join
加入我的AI研究实验室吧。
Just join my AI research lab.
是的。
Yeah.
我的意思是，NeoLab的热潮放缓了吗？
I I mean, has the has the NeoLab boom slowed down?
比如你，泰勒，你创建了NeoLab市场地图。
Like, you, Tyler, you created the NeoLab market map.
你收到的私信变多了吗？
Have you been getting more DMs?
嘿。
Hey.
我刚上线，你得把我加到那个图里。
I just launched, and you gotta put me on that thing.
可能稍微放缓了一点。
It's probably slowed down a little bit.
嗯。
Mhmm.
我的意思是，你听说的那些大公司，都是从OpenAI离开的人。
I mean, it's also, like, the big ones you heard about were all people leaving OpenAI.
是的
Yep.
主要是OpenAI
Mostly OpenAI,
我想是吧
I guess.
对
Yeah.
没那么多Anthropic了
Not not as much anthropic.
对
Yeah.
但可能已经放缓了一点
But it's probably slowed down a little bit.
现在你听不到那么多关于这些大轮融资的消息了
You don't hear as as much about these big rounds now.
但我认为可能有一些还在秘密研发、尚未发布的产品。
But I I think there are like there are some that like are are maybe in stealth that haven't launched stuff.
对吧？
Right?
比如标准智能，是的。
Like, standard intelligence Yeah.
当它们出现的时候，大多数人根本不知道它们的存在。
When they came on, there was, like most people didn't know about that.
是的。
Yeah.
对。
Yeah.
是的。
Yeah.
但确实。
But Yeah.
可能有少数几个在外面
There might be a few out
在隐形状态下，但它们必须相当狭窄，而且我认为我们现在正处于后NeoLab时代，如果它带有NeoLab的品牌，那它所做的一定是如此不同，以至于根本不在
there in stealth, but they they have to be sort of narrow or and and and I think the broader we're we're now in the post post NeoLab era where it maybe if it if it wears the NeoLab branding, it's doing something that's so different that it's not really in the
路径中。标准智能的推出意味着NeoLab非标准智能的机会。
path Standard of intelligence launching implies an opportunity for a NeoLab nonstandard intelligence.
智能。
Intelligence.
是的。
Yes.
是的。
Yes.
所以，有一家公司叫非传统AI。
And so Well, there is there is a company, unconventional AI.
真的吗？
Really?
是的
Yeah.
是的
Yeah.
是的
Yeah.
我们曾经
We had
邀请过他们，我想。
them on, I believe.
哦，难道不是
Oh, isn't
那是纳温吗？
that that's Naveen?
哦，是的。
Oh, yes.
是的。
Yes.
是的。
Yes.
对。
Yeah.
此外，还有应用计算、应用智能和标准认知。
There there there's also like applied compute and an applied intelligence and standard cognition.
你可以构建一个完整的三乘三的矩阵。
There's a whole kind of, like, three by three grid you can do
这些。
of these.
SSI 目前在做什么？
What is SSI up to?
他提出了这个问题。
Asks the question.
他说，有一些军事机密比SSI正在做的事情更加严密地被保护着。
He said, there are military sick secrets must much worse guarded than whatever SSI is up to.
他还说，他们的口头耕作是一种商业模式。
And says their oral farming is a business model.
这是Prime Intellect的关联方说的，因为Prime Intellect在口头耕作方面非常出色。
Prime Intellect affiliate saying this because Prime Intellect is fantastic at oral farming.
据Moltigeri称，SSI显然主要在骚扰和打压其他实验室。
SSI is all about mugging and munting the other labs apparently, according to Moltigeri.
他们已经一年没有融资了。
They haven't raised
一年了。
in a year.
我
I
我喜欢这张你和Ilya的合影，他留着长长的飘逸头发。
like this picture of you scrolled out of Ilya with the long flowing hair.
这太棒了。
This is great.
这就是你正在交易的对象。
This is who you're trading against.
就是它了。
This is it.
这就是你目前正在交易的对象。
This is who you're trading against right now.
这就是我的理论。
That's that's my theory.
是的。
Yes.
SSI的完整故事有一天讲起来一定会很精彩。
It is it is the the the the the full story of SSI will be fascinating to to tell one day.
丹尼尔·格罗夫转向Meta，以及伊利亚的出现和多拉凯什·帕特尔的叙述，只讲了故事的一面。
The Daniel Grove shift to Meta and Ilya's appearance and Dorakesh Patel sort of told one side of the story.
当你重新审视DG对AGI的押注时，就像我们上周五做的那样，这能让你深入了解他对世界的看法。
And also as you revisit DG's AGI bets as we did last Friday, it tells you a lot about his view on the world.
Ilya的观点可能与之有一些重叠，但也有不同的世界观。
Ilya has a has a you know, it's probably some overlap, a different view of the world.
至少对时间线进行一些推测，是非常有趣的。
And lots of lots of fun to at least speculate on the timeline.
在继续之前，让我向你介绍一下Vanta，它能自动化合规与安全流程。
Before we move on, let me tell you about Vanta, automate compliance and security.
Vanta是领先的AI信任管理平台。
Vanta is the leading AI trust management platform.
让我再向你介绍一下Lambda。
And let me also tell you about Lambda.
Lambda是超级智能云平台，正在构建可从单张GPU扩展至数十万张GPU的AI超级计算机，用于训练和推理。
Lambda is the superintelligence cloud building AI supercomputers for training and inference that scales from one GPU to hundreds of thousands.
因此，Meta收购了Moltbook，这个为AI代理打造的病毒式社交网络。
So Meta has acquired Moltbook, the viral social network built for AI agents.
联合创始人马特·施利特和本·帕尔将加入MSL，即Meta超级智能实验室，交易预计将于三月中旬完成。
Cofounders Matt Schlitt and Ben Parr will join MSL, Meta Superintelligence Labs, with a deal expected to close in mid March.
现在已经到了。
That's now.
现在是三月了。
It is mid March.
我们现在正处于三月，因为今天是十号，所以这笔交易可能在一两周内完成。
It is in we are in the March since this is the tenth, so this could close in a week or two.
太疯狂了。
Insane.
干得好，丹尼斯·哈格斯塔德说。
Well done, says Dennis Hagstad.
我同意。
And I agree.
根据Axiom的说法，这为什么重要
Why it matters according to Axiom
是的。
Yeah.
而且马特还没发布任何相关信息。
And Matt Matt hasn't posted at anything He's yet.
所以我认为他们似乎并不想让这件事泄露出去。
So I think I think they were seemingly not wanting this to get out.
是的。
Yeah.
但对他们来说这仍然是个绝佳的消息。
But it's still fantastic news for them.
对。
Yes.
所以目前还没有正式公告，这仅仅是Axios的独家消息。
So there's no there's no announcement or this was just exclusive from Axios.
这就像Axios了解到的。
This is like Axios has learned.
对吧？
Right?
Axios获悉，Meta收购了Moltbook。
Axios has learned that Meta has acquired Moltbook.
对于所有相关方来说，这真是个非常好的消息。
Well, very, very good news for all those involved.
关于时间表，有些人持怀疑态度，尤其是那位曾是Moltbook最大垃圾信息发布者的人。
There is a little skepticism on the timeline, especially from the guy who was like the biggest spammer on Moltbook.
显然，这成了一个令人捧腹的转折。
Apparently, this is a hilarious twist.
当Axios询问时，Meta并未透露Moltbook的收购价格。
So Meta did not disclose Moltbook's price when Axios asked.
这笔交易预计将在三月中旬完成。
The deal is expected to close mid March.
这两人将于3月16日开始在MSL工作，也就是仅仅六天后。
The pair is starting at MSL March 16, just six days from now.
那天是星期几？
What day of the week is that?
那是星期一。
That's a Monday.
好的。
Okay.
下周一，他们就开始了。
Next Monday, they will be starting.
我以为他们周日就开始了。
I thought they were starting on Sunday.
那将会特别酷。
That would be that would be particularly cool.
赶紧跟上。
Catch up quick.
Moltbook社交网络是与另一个项目OpenClaw协同设计的。
Moltbook social network was designed to run-in conjunction with a separate project, OpenClaw.
OpenClaw 以前叫 Claude Bot，短暂地叫过 Molt Bot。
OpenClaw was previously called Claude Bot, briefly Molt Bot.
上个月，OpenAI 聘请了 OpenClaw 的创建者彼得·斯坦伯格。
Last month, OpenAI hired Peter Steinberger, the creator of OpenClaw.
现在，这个产品在 OpenAI 的支持下即将开源。
That product is now being open sourced with OpenAI's backing.
所以，Moltbook 上的垃圾信息之王 Nagli 说：我简直不敢相信，我通过注册一百万个虚假账号运行的一个简单四重循环脚本，居然帮他们被 Meta Mental 收购了。
So the the king of spam on on Moltbook, Nagli, says, I can't believe a single four loop script I ran on Moltbook by registering a million fake agents actually helped them get acquired by Meta Mental.
这真的帮他们被收购了吗？
Did that help them get acquired?
我们也不知道。
We have no idea.
我的意思是，这
I mean, it's
这并不是什么秘密，
It wasn't a secret that
那里有大量的垃圾信息。
That there was a lot of spam.
所有账户都是机器人。
All the accounts were bots.
是的。
Yeah.
这实际上就是整个卖点。
That's that's the whole pitch, actually.
我想，如果人们看到这个，可能会问：这里有没有经济价值？
I think I think the question if people were to look at this is like, is there economic value here?
除了那些加密货币垃圾之外，那里有没有什么有趣的事情发生？
Is like, was there anything interesting happening there besides all the crypto junk?
我们觉得，我以人类的身份登录Moltbook并花时间在那里。
And we're like, I went on Moltbook as a human and spent time there.
那段时光是有商业价值的，对Meta来说几乎是最佳的。
That time is monetizable, almost best for Meta.
这就是变现注意力的王者。
That is the the king of monetizing attention.
对吧？
Right?
所以你可以把广告放在上面，把它归入Facebook、Instagram、Threads、WhatsApp等应用家族中。
And so you could put ads on that, and you could put it in the family of apps next to Facebook, Instagram, and threads, and WhatsApp, and whatnot.
但它们真的带来了关注吗？
But were they were they actually driving attention?
有谁留下来了吗？
Did anyone stick around?
因为我很快就流失了，我甚至都不是日活跃用户。
Because I churned pretty quickly from, like, being a I wasn't even a DAU.
我只用了两三次。
I I used it, like, two or three times.
我上去搜索了一些东西，读了一些内容，然后就想，哦，好吧。
And I went on there and I searched for things and I read some stuff and I was like, oh, okay.
这很有趣。
This is interesting.
这是一大堆AI生成的文字。
This is, a bunch of AI generated texts.
它们在互相交谈。
They're talking to each other.
系统提示看起来有点意思。
The system prompt seemed kind of interesting.
它明显是在要求AI代理们反思自己的科幻式认知与意识，以及它们的‘灵魂’之类的。
It it was clearly asking the AI agents to kind of, like, reflect on their own sci fi cognition and awareness and, you know, like, their souls, essentially.
看到一些截图挺有意思的。
It interesting to see some screenshots.
人们对此玩得很开心。
People had some fun with it.
这在某种程度上可能具有变现能力。
It's probably monetizable to some degree.
但如果它从悬崖上掉下去，而且没人真正使用它，是的。
But if it fell off a cliff and no one's really using it Yeah.
也许吧。
Maybe not.
但是
But
对。
Yeah.
我知道我只是
And I know I just
那些特别擅长打造病毒式AI项目的人。
people that are really good at building, like, viral AI projects.
我看到一些关于这件事的负面评论。
I've I've seen some some negativity on the deal.
有人说，这仅仅说明扎克伯格没有AI战略。
People saying, oh, this just says that Zuck has no AI strategy.
是的。
Yep.
我完全不同意这种观点。
And I just totally disagree with that stance.
我只是觉得扎克把机器人看作是社交媒体上的一个bug。
I just look at this as Zach has like, bots have been a bug on social media.
我们现在看到了它们如何能成为一项功能。
We've seen now how they can be a feature.
是的。
Yep.
我认为每个社交媒体高管都应该规划未来将机器人作为一项功能，而不是像过去那样。
I think every social media executive should be planning for bots to be of a feature in the future than than they have been in the past.
对吧？
Right?
我认为如果你没有考虑到这一点，那就不对了。
And I think if you're not if you're not thinking about that Yeah.
你根本没有放眼未来。
You're not like really being forward looking.
是的。
Yep.
所以，会有很多人讨厌把机器人当作一种功能。
And so, there's a lot of people that are gonna hate bots as a feature.
是的。
Yep.
但我认为未来，所有Meta平台上的机器人数量将达到数百万甚至数十亿，它们不会只是，你知道的，我确信其中一些是由……生成的。
But I would just assume that in the future, there will be millions billions of bots on all Meta properties, and they will be not not a, you know, I'm sure some that are that are generated by Yeah.
有点像那些恶意行为者制造的，但也有一些是由平台自身生成的，作为产品体验的一部分。
Sort of like, you know, nefarious actors, but some generated from the platform itself that are part of the product experience.
我喜欢这个观点。
I like that take.
我也认为，这件事还有另一面，那就是看看过去一年MSL发生了什么。
I also think that there's a there's another side of this, which is just that look at what's happened with MSL over the last year.
一年前这根本不存在。
Like, it didn't exist a year ago.
它真正开始于今年夏天，当时出现了人才挖角和人工智能人才大战。
It really started over the summer with, like, talent raids and the AI talent wars.
范说，我不认为让机器人点击我的电商广告从长远来看是正面的。
Van says, I just don't think having bots click you on my e commerce ads is a net positive long term.
是的。
Yeah.
但说实话，如果有一个机器人能与你的电商内容互动，提供背景信息，并讨论你所在品类中不同产品的优劣，让你从第一天起就拥有类似Reddit的体验——而不是只有五个产品，而是有机器人在其中讨论它们——这可能很有意思。
But but truthfully, if there's if there's a bot that can interact with your e commerce content and add context and debate the pros and cons of one thing in your in your category versus another and effectively, like, you have sort of a Reddit style experience around your product on day one or you have five products and bots are in there discussing them.
这可能是一种值得探索的交互方式。
That potentially could be an interesting modality to interrogate.
另一点是，当你让这些机器人提前讨论某些内容时，你实际上是在用户真正查询之前就缓存了相关数据。
And the other thing is that when you have these bots sort of preemptively discussing something, you are effectively caching the tokens before someone actually queries them.
因此，你不需要先找到一个产品，然后点击并告诉我关于它的信息，而是可以直接把一个新床、汽车或其他产品的链接丢进ChatGPT，说：‘像一群专家一样讨论这款汽车’，比如道格·吉米尼和马特·费拉在争论法拉利F80的价值。
So instead of needing to find a product and then click, tell me about this and pretend you you like, you take a link to a new bed or car or something and you dump that in ChatGPT and you say, debate this car like you're a bunch of people that are experts and it's Doug Gemini versus Matt Ferra debating the value of the Ferrari f 80.
而且这种讨论正在发生。
And and and that debate is happening.
你可以主动引导这种讨论。
You you could prompt that.
但如果它已经存在并且正在发生，那可能会非常有价值。
But if it's already there and it's sort of happening, that that that could potentially be be valuable.
但我认为，对Meta来说更大的价值在于，如果你看看这场AI人才大战，他们收购了一大批非常有才华的研究人员。
But I think the bigger the bigger value to Meta is if you look at the AI Talent Wars, they went and acquired a bunch of a bunch of really talented researchers.
他们从Thinking Machines挖来了一些人。
They got some folks from Thinking Machines.
他们从OpenAI招揽了一大批人才。
They got a bunch of people from OpenAI.
他们从整个行业各地网罗人才，组建了一支能够突破LAMA项目瓶颈、推动内部大语言模型项目走向前沿的研究团队。
They got people from all over the industry, and they put together this team of, like, researchers that can sort of, like, unstick the LAMA project and get to the frontier on just an in house LLM project.
也许他们会将其开源。
Maybe they open source it.
也许他们不会。
Maybe they don't.
也许他们以API的形式提供。
Maybe they serve as an API.
无论如何，Meta都需要一个前沿模型。
Either way, Meta needs a frontier model.
他们不会只是从OpenAI或Anthropic购买令牌。
They're not just gonna buy tokens from OpenAI or Anthropic.
所以他们要自己搞一个。
So they they get their own thing.
但接下来的问题是，他们拿这个来做什么？
But then the question is like, what do they do with that?
我肯定Facebook产品团队的每个人都在思考这个问题。
And I'm sure everyone on the Facebook product team is is thinking about this.
Instagram团队的每个人也在思考这个问题。
Everyone on the Instagram team is thinking about this.
Threads 的康纳也在思考这个问题。
Connor at threads is thinking about this.
但如果你请来两位有趣的产品经理，他们可能会说：‘嘿，你有一堆酷炫的前沿模型。’
But if you bring in two interesting product managers, they can say, oh, like, you got a bunch of cool frontier models.
你有一个训练好的图像模型，一个视频模型。
You got an image model that you train, a video model.
你有一个文本模型。
You got a text model.
你有一个编码模型。
You got a coding model.
让我们干脆做一些秘密研发项目，这样当我们推出新的 AI 模型时，就能有几个正在实验的项目来展示这些能力。
Like, we'll let's just go do some skunks some skunk work r and d so that when we launch the new AI models, we have a number of projects that we're experimenting with that sort of demonstrate the capabilities.
也许其中一些会成功，另一些会整合进去。
Maybe some of them take off, maybe some of them integrate.
这似乎对 Meta 生态系统的 MSL 战略很有价值。
Like, that seems valuable to the MSL strategy to the Meta ecosystem.
我的意思是，
I mean,
这就像OpenAI实验室团队。
this is like the OpenAI Labs team.
对吧？
Right?
是的。
Yeah.
就是这样。
It's like this.
就像是
It's like
上面那个是Riley吗？
Is that Riley who's on there?
是的。
Yeah.
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