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我们在讨论GPT 5.4。
We're talking about GPT 5.4.
我们在讨论油价。
We're talking about the price of oil.
泰勒·考恩插话了。
Tyler Cowen chimed in.
他说，是的。
He said, yes.
新模型非常好。
The new models are very, very good.
他对5.4感到满意。
He's satisfied with 5.4.
很多人都是。
Many people are.
贾斯汀说，我们已经测试了5.4一周了。
Justin says, we've been testing 5.4 for a week.
它感觉像是 Opus 和 Codex 的完美结合，对话流畅，指令遵循能力出色。
It feels like a great mix of Opus and Codex, fast conversational, great instruction following.
然而，它似乎缺少了一点 Opus 的热情和 Codex 的精准。
However, it seems to lack a bit of the eagerness of Opus and precision of Codex.
所以今天我用了 Codex 桌面版。
So I was in Codex desktop today.
这是段简短的描述。
Here's a blurb.
我正试着激发一些有趣的提示和内容。
Trying to get fun prompts and stuff going.
5.4 已经上线了。
5.4 is available.
你可以把它运行在超高水平。
You can run it extra high.
5.4-Codex 版本目前不可用。
It's not 5.4 dash Codex is not available.
我目前只有5.3版本的Codex。
I still only have 5.3 Codex.
然后
And then
嗯，他们已经合并了。
Well, they just combined.
他们基本上合二为一了。
They basically combined
所有东西都合并了。
everything.
Spark还是在5.3版本。
And Spark is still on 5.3.
终于发生了。
It finally happened.
我的个人升级，37或以上。
My personal move, 37 or more.
我深感印象深刻。
I am deeply impressed.
这个解决方案非常出色、简洁，在过去几周测试新模型时几乎显得像人一样自然。
The solution is very nice, clean, and feels almost human while testing new models in the last few weeks.
你的个人第37手是什么？
What's your personal Move 37?
嗅觉与视觉。
Smell o vision.
我之前已经谈过这个了。
I've talked about this.
我正在等待嗅觉与视觉。
I'm waiting for Smell o vision.
不。
No.
对于不熟悉的人，第37手是指Lisa Dahl对战DeepMind的围棋对局。
So Move 37, for those who aren't familiar, is Lisa Dahl playing DeepMind in Go.
DeepMind 下了第 37 手。
And DeepMind dropped Move 37.
这非常不符合常理。
It was very uncharacteristic.
这种策略从未被许多围棋大师推荐过。
It had never that strategy was not something that many Go masters would have recommended.
看起来像是个失误。
It seemed like a blunder.
请记住，我们
And remember, we
第 37 手被整合到了首次发布中。
had Move 37 integrated into the first First launch.
科技兄弟的发布视频。
Technology brothers launch video.
是的。
Yes.
是的。
Yes.
一个小彩蛋。
Little Easter egg.
这是李世石去抽烟的时候。
This is when Lee Sedol go to smoke.
对吧？
Right?
不。
No.
不。
No.
哦，不。
Oh, no.
那是因为他压力太大了，根本没心思去抽烟。
That happened He was so stressed out that he couldn't bring himself to go smoke.
所以，实际上发生的是，在整个围棋对局过程中，李世石会站起来，到外面去抽支烟休息一下。
So basically, what happened was throughout the GO matches, Lee Sedol would get up and go outside and have a smoke break.
在纪录片里，这个故事被传得有点离谱了，说他因为被这步棋的疯狂所震撼——看着机器智能的出现，这一招不可思议的第37手让他完全无法理解，所以他不得不站起来，去抽根烟，调整一下，然后再回来继续下棋。
And in the documentary, it sort of looks like he's it it sort the story gets apocryphally told as he was so stressed out by the craziness of this move watching machine intelligence emerge this this incredible move 37 that he couldn't understand, that he had to step up away, go smoke a cigarette, reset, and then come back to the game.
但这其实并不是真正发生的事。
That's not actually what happened.
他当时是处于一种被处理的状态。
He he was processed.
他感到有些困惑。
It was confused.
他只是觉得，哦，这步棋有点奇怪，然后继续下下去。
It was kind of like, oh, that was weird, and then keeps playing.
而正是这第37手，最终成为计算机战胜围棋大师、人类棋手的关键一步。
And then that Move 37 winds up being essential to the victory of the computer over the Go master, the human Go master.
但我们喜欢这样讲述：他被第37手震惊得连烟都抽不下去了。
But we as we like to tell it, he was so shocked by Move 37 that he couldn't even bring himself to smoke cigarettes.
这就是你明白的原因。
That's how you know.
巴托说：我早有预感，但看到一个算法解决了你精心设计了二十年的任务，这种感觉真的很诡异。
Bartow says, I felt this coming, but it's an eerie feeling to see an algorithm solve a task one has curated for about twenty years.
但至少，我获得了一个能与该领域顶尖专家一样理解我想法的工具。
But at least I have gained a tool that understands my idea on par with the top experts in the field.
我现在已经站在一个全新的层次上。
I am now working on a completely new level.
我的奇点已经到来，另一边的生活正通向无限。
My singularity has just happened and there's life on the other side off to infinity.
巴托斯是一位顶级数学家。
Bartos is a top tier mathematician.
他刚刚说，他个人的‘第37步’已经发生了。
He just said his personal move 37 happened.
GPT 5.4刚刚解决了他精心设计了二十年的任务。
GPT 5.4 just solved a task he has curated for twenty years.
当这样一位专家说奇点已经发生时，我们正式进入了科学的新时代。
When an expert of this caliber says the singularity has just happened, we are officially in a new era of science.
我的个人第37步是什么？
What is my personal Move 37?
我一直在思考这个定义以及它的抽象层次。
I was was thinking about the definition of this and and sort of the level of abstraction.
我觉得许多独立贡献者都在与人工智能的互动中经历了戏剧性的时刻。
I feel like a lot of a lot of individual contributors are having dramatic moments with with AI.
巴托斯在处理这种数学问题时。
Bartos with this sort of mathematics problem.
是的。
Yeah.
这和你试图解决商业问题时属于完全不同的类型。
It's very different kind of problem than when you're trying to solve problems in business.
问题是，我该如何打开这个市场？
It's like, how do I unlock this market?
是的
Yeah.
然后你会想到如何实现的方法，但你需要在很长一段时间内执行策略，而这需要时间来验证：嘿，这有用吗？
And then you have ideas for how to do that, but then you have to execute a strategy over a long period of time and it just takes time to be like, hey, did this work?
当然。
Sure.
这可能需要一年、六个月或两年。
It could take a year, six months or two years.
Brendan 在 Merkor 表示，GPT 5.4 是我们在 Apex Agents 上测试过的最佳模型。
Brendan over at Merkor says, GPT 5.4 is the best model we've ever tested on Apex Agents.
这是 Merkor 的内部基准测试。
That's Merkor's internal benchmark.
它也是第一个平均分超过 50% 的模型。
It's also the first model to pass 50% mean score.
一年前，前沿模型甚至无法编辑 Excel 表格，得分低于 5%。
A year ago, Frontier models couldn't even edit an Excel sheet and scored less than 5%.
现在，在不到三个月的时间里，GPT 5.4 的性能提升了 15.7%。
Now, in less than three months, GPT 5.4 has improved by 15.7%.
ChatGPT 很快就会比最好的咨询公司、最好的投资银行和最好的律师事务所都更出色。
ChatGPT will imminently be better than the best consulting firm, better than the best investment bank, and better than the best law firm.
大胆。
Bold.
大胆。
Bold.
大胆。
Bold.
大胆。
Bold.
Durya 表示，我用同一个提示在 GPT 5.4 HiFast 和 Claude Opus 4.6 上运行了一个八阶段的 macOS 应用编程项目。
Durya says, I ran the same prompt on GPT 5.4 HiFast and Claude Opus 4.6 for an eight phase coding project for a Mac OS app.
GPT 5.4 HiFast 在九分钟内完成了前两个阶段，一小时后完成了全部八个阶段，而 Claude 的代码才刚进入第二阶段。
GPT 5.4 HiFast completed the first two phases in nine minutes and finished all eight phases after an hour coding while Claude code is just starting phase two.
这太疯狂了。
This is crazy.
我的预期是，尽管开发者可能在不同模型之间反复切换，但整个市场增长如此之快，我们仍会看到Codex、Cloud Code以及像Cursor这样的产品出现惊人的增长。
My expectation is the regardless if developers are kind of like flip flopping from model to model, I think the overall market is growing so quickly that we're still gonna to see growth from we're going to see insane growth from Codex, insane growth from Cloud Code and still insane growth from the cursors of the world.
我的意思是，我非常期待DeepMind的数据未来可能爆发，因为目前谷歌必须单独披露YouTube的收入数据，这是因为YouTube是一个独立的报告线。如果某个部门负责人向CEO汇报独立的财务数据，并且该部门负责人直接向公司CEO汇报，那么根据SEC规定，就必须单独披露这些数据。
I mean, I'm so excited for the DeepMind numbers to potentially break out at some point because so right now, Google has to break out YouTube's revenue numbers because it's an individual reporting line and like the head of YouTube there's some SEC regulation where the if the head of the division reports discrete financials to the CEO and there's, like, a CEO of that unit that reports to the CEO of the entire company, you have to break that out.
AWS上市时就是这种情况。
This is what happened with the AWS IPO.
当AWS最终达到一定规模时，SEC要求我们必须公布这些数据，而不是把它们混在其他数据里。
When AWS was, like, finally, the we the SEC demands that we publish these numbers instead of just, baking them into the rest of the numbers.
我们必须把它们拆分出来，向所有人说明这个业务有多赚钱。
We had to split them out and tell everyone how how profitable that business was.
其他人都醒悟了。
Everyone else woke up.
YouTube现在也处于类似的位置。
YouTube's in a similar position.
但目前，AI 是一个跨职能部门，尽管德米斯是第二知名的人物。
But currently, AI is a cross functional division even though Demis is like the second most known person.
我的意思是，他已经出过书了。
I mean, has a book written about him.
他现在可能是谷歌最知名的人物之一，和 Sundar 齐名。
He's maybe the the best known person at Google right now up there with Sundar.
他显然向 Sundar 汇报。
Clearly reports to Sundar.
DeepMind 拥有像一个实验室应有的各种财务数据。
And DeepMind has like, all of the different financials that you would expect to see from a lab.
你知道，他们有推理和训练成本。
You know, they have inference, training costs.
如果 SEC 要求谷歌更早地公布详细的财务细分数据的话。
They like, if the SEC pushed Google to push out the detailed financial breakdowns earlier.
那将给我们带来极大的清晰度。
That would give us so much clarity.
我的意思是，普雷马克昨天上了节目，谈到人们会对基础模型公司的财务结构感到震惊，并学到很多东西。
I mean, Premack came on the show yesterday and was talking about, like, people will be shocked about and they'll learn a lot about the structure of the financials of the foundation model companies.
看看谷歌的情况会非常有趣，他们的基准是什么？增长速度有多快？
It'll be very interesting to see Google, like, what's their benchmark and how fast are they growing?
因为我们看到了两条收入线，OpenAI 正在急剧上升，Anthropic 也紧随其后，只晚了一个月，两者都在飞速扩张。
Because we saw these two revenue lines where OpenAI is just absolutely going vertical, so is Anthropic, just like one month behind, like they're both scaling incredibly quickly.
Gemini 在做什么？
What's Gemini doing?
这是一个非常有趣的问题。
It's it's a really interesting question.
由于谷歌从 Gemini 中的各个角落获取价值，所以更难衡量。
It's harder to measure because they're capturing value from Gemini all over the place.
比如，当你使用 YouTube 时，有一个功能可以让你与 Gemini 互动，但这并不直接通过付费使用令牌来盈利。
Like, when you go to YouTube, there's a feature there that lets you talk to Gemini, and it doesn't directly monetize by paying for tokens.
YouTube 团队并不会为这些令牌向 DeepMind 支付费用，但很明显，这推动了 YouTube 上更多的用户参与。
Like, the YouTube team doesn't pay DeepMind for those tokens, but that's clearly driving more engagement on YouTube.
搜索概览也是同样的情况。
Same thing with search overviews.
他们在各个平台上整合Gemini的地方都是如此。
Same thing with all the different places where they've vended in Gemini across the across the different surfaces.
但看看DeepMind的实际财务数据，他们花了多少钱？
But just to see the actual deep mind financials, how much are they spending?
他们赚了多少钱？
How much are they making?
有多少订阅用户？
How many subscriptions are there?
推理需求有多大？
How much inference demand is there?
这会非常有趣。
That would be fascinating.
GPT 5.4 pro 世界上最搞笑的笑话。
GPT 5.4 pro funniest joke in the world.
好的。
Okay.
是什么？
What is it?
两名猎人正在森林里，其中一个突然倒下了。
Two hunters are out in the woods when one of them collapses.
他似乎没有呼吸，眼睛也失去了神采。
He doesn't seem to be breathing and his eyes are glazed over.
另一个人赶紧掏出手机拨打紧急服务电话。
The other guy whips out his phone and calls emergency services.
他喘着气说：我的朋友死了。
He gasps, my friend is dead.
我该怎么办？
What should I do?
接线员说：冷静下来。
The operator says, calm down.
首先，确认他是不是真的死了。
First, make sure he's dead.
一片沉默之后，传来一声巨大的枪响。
There's a silence, then a loud gunshot.
回到电话里，那人说：好了，现在怎么办？
Back on the phone, the guy says, okay, now what?
我听过这个。
I've heard this.
我以前听过这个。
I've heard this before.
这真是很好的知识检索。
This is good knowledge retrieval.
这并不是什么独特的思考。
This is not a unique thinking.
你
What do
你觉得？
you think?
是的。
Yeah.
另外，我刚刚试了这个
Also, so I just tried this
对。
Yes.
靠我自己。
On my own.
它给出了完全相同的
It gave the same exact
对。
Yes.
对。
Yes.
是的。
Yeah.
所以，我认为通常当你要求讲个笑话时，就是这样，对吧。
So which is I think usually when you ask like, tell me a joke Yeah.
它实际上会给你一些随机的回答，对吧？
It actually gives you like kind of random answers, right?
因为是的。
Because Yeah.
它有记忆之类的功能。
It has like memory and stuff.
没错。
Yep.
但有趣的是，这个每次都给出同样的笑话。
But it's interesting that this, it gives the same joke every time.
确实如此。
That's true.
正是这个问题。
That exact problem.
我们在就业方面出现了严重失误。
We got a big miss in jobs.
美国二月份失去了9.2万个就业岗位。
US loses 92,000 jobs in February.
失业率上升至4.4%。
Unemployment rises to 4.4%.
经济学家原本预计会新增5.5万个岗位，且失业率将保持在4.3%不变。
Economists had expected 55,000 jobs to be added or and for the unemployment rate to hold steady at 4.3.
好的。
Okay.
一点都不好。
Not good at all.
如果回溯一下，你会发现从2025年4月起，经济一直在裁员，如果考虑这一点的话
If I guess if you look back, the economy has just been shedding jobs since April 2025 if you factor in
是的
Yeah.
修正数据下调了。
The revisions down.
是的
Yeah.
显然，医疗行业发生了罢工，因此医疗就业人数下降了。
Apparently, there's a strike in the health care industry, so health care employment decreased.
此外，医疗、信息和联邦政府的就业继续呈下降趋势，可能与特朗普政府减少政府规模有关。
And then health care in information and federal government continued to trend down, probably something related to the Trump administration, you know, reducing the size of the government.
过去两个月的数据被下调了6.9万个。
Last two months were revised down by 69,000.
并非所有数据都很糟糕。
Not all the data was terrible.
U6失业率下降了，因为声称自己从事兼职但希望获得全职工作的人数实际上减少了。
U6 fell as the number of people who said they had part time jobs but wanted full time ones actually declined.
因此，股票期货下跌了，但对这个数据本身的反应并不大。
So stock futures are lower, but not a ton of reaction to the number itself.
我注意到，我一些科技圈的朋友丢了工作。
Poor toast, as I've noticed, some of my tech friends have lost jobs.
有些工作变得异常简单了。
Some jobs are becoming super easy.
有些工作之前有让人头疼的部分，现在这些部分变得非常轻松了。
Some jobs had parts that were a pain, and now those parts are super easy.
有些人积极拥抱AI以保持竞争力，但仍不确定AI是否会完全取代他们。
Some people leaned into AI to stay relevant, still wonder if it will replace them entirely.
好吧，我们会继续关注这一点。
Well, we will continue to track it.
布伦特原油。
Brent Crude oil.
接近90美元。
Close to $90.
这个预测，上周日伊朗战争爆发时预测的每桶100美元，正越来越接近实现。
This prediction, the $100 ball the $100 barrel predicted on last Sunday as the Iran war broke out is is is closer and closer to coming true.
原油今天上涨了11.5%。
Crude is up 11 and a half percent today.
是的。
Yeah.
不太妙。
Not good.
它对经济或各个市场的影响非常有趣。
It's very interesting how it affects the economy or the various markets.
所以有趣的问题是，美国的石油钻探公司会如何应对？
So the interesting question is how will the American oil drillers react?
至少在本周早些时候的期刊中，他们反思过，如果这是一场短暂的冲突，他们可能不想迅速增加大量新产能。
They were, at least in the journal earlier this week, sort of reflecting on the fact that if this is a short lived engagement, then they might not want to spin up a bunch of new capacity.
但如果冲突持续，油价继续上涨，那么显然就会有经济动力去增加钻探。
But if it's ongoing and price of oil is continuing to rise, then obviously that creates an economic incentive to drill more.
所以我们将会看到产出走向哪里，储备从哪里被释放，所有这些都会显现。
And so we will see where like the outputs go, where the reserves get tapped, all of that.
伊朗战争会影响海湾国家及其邻国的投资团体对美国风险投资基金的投资吗？
Will the Iran war affect investment from Gulf State, neighboring Gulf State investment groups, into American venture capital funds?
我们已经看到，随着风险投资的蓬勃发展，许多基金的融资额达到数百亿甚至上千亿美元，中东一直是风险投资股权的强劲有限合伙人需求来源。
We've seen as venture capital has boomed and the fundraisers have gotten into the tens of billions, the high billions for many firms, The Middle East has been a source of strong LP demand for venture capital stakes.
因此，随着伊朗局势不稳，你可能会看到人们将注意力转向新的需求，比如国防投资和军事建设投资。
And so with instability in Iran, you might just see folks change focus with new demands for defense investing, military buildup investing.
你可能会看到来自海湾地区的资金流入美国风险投资公司的数量减少。
You might see less dollars flow out of The Gulf into American venture capital firms.
这应该基本不会受到影响，因为那些在海湾国家投资基金中实际工作并签署支票投资美国风险投资公司的人员，并不住在中东。
This should mostly be unaffected because the folks who actually work at the Gulf State investment funds who write the checks into American venture capital firms, don't live in The Middle East.
他们住在纽约。
They live in New York.
他们与纽约的其他风险投资投资者关系人员会面，并说：嘿。
And they meet with other venture capital investor relations folks in New York and they say, hey.
你的基金表现如何？
How's your fund performance?
好的。
Okay.
我们正在分配这笔资金。
We're allocating this.
他们投资美国科技、风险资本以及美国前沿技术的一个重要原因，是为了摆脱对海湾地区的依赖。
A big part of why they're investing in American technology and venture capital and frontier technology in America specifically is because they wanna diversify away from The Gulf.
他们希望摆脱地缘政治风险，也想摆脱对石油的依赖。
They wanna diversify away from the geopolitical risk, and they wanna diversify away from oil.
没错。
Exactly.
想象一下，如果你有一份工作。
Think about if you have a job.
假设你有一份大科技公司的工作，干得不错。
Let's say you have a big tech job, you're doing quite well.
是的
Yep.
你正在做一些天使投资，然后你失去了工作。
You're doing some angel investing, and then you lose your job.
对
Mhmm.
然后你不得不找一份差得多的工作。
And then you have to get a much worse job.
你还会继续以同样的节奏进行天使投资吗？
Are you going to keep angel investing at the same pace?
你可能会想，哎，这中间好像有点脱节，现金流变少了。
You might be like, Hey, kind of have this kind of disconnect, less cash flow.
现在不想再投入那么多现金了。
Don't want be outlaying as much cash now.
我认为，归根结底，如果现金流的来源受到干扰，比如石油生产，就是这样。
And I think that that's like ultimately, you know, if the source of the cash flow gets disrupted, in this case being oil production Yeah.
那么你继续以相同速度配置资金的可能性就小得多。
Then you're much less likely to continue to allocate at at the same pace.
所以《金融时报》昨天傍晚发布了一篇报道。
So The Financial Times has a story this late yesterday.
海湾国家可能重新评估海外投资，以缓解因伊朗战争造成的财政压力。
Gulf States could review overseas investments to ease financial strains caused by Iran war.
随着美国和以色列对德黑兰的行动持续，三个主要中东经济体正在考虑应对方案。
Three, leading Middle East economies consider options as US Israeli campaign against Tehran continues.
海湾国家预算面临的压力可能促使它们重新评估海外投资和未来承诺，以寻找缓解战争带来的财政压力的途径。
Pressure on the Gulf States budget could cause them to review their overseas investments and future commitments as they consider options to ease the financial strain caused by the war.
一位海湾官员表示，这可能影响从对外国政府或企业投资承诺、体育赞助、商业和投资者合同，到资产出售等各个方面。
A Gulf official said it could impact could have an impact on anything from investment pledges to foreign states or companies, sports sponsorships, contracts with businesses and investors, or sales of holdings.
该官员表示，四大海湾经济体中的三个——沙特阿拉伯、阿联酋、科威特和卡塔尔——已共同讨论了财政压力问题。
The official said three of the four big Gulf economies Saudi Arabia, UAE, Kuwait, and Qatar had jointly discussed the strains being put on their budget.
一些海湾国家已开始内部审查，以确定是否可在现有合同中援引不可抗力条款，同时重新评估当前和未来的投资承诺，以缓解当前战争带来的预期经济压力，尤其是如果战争及其相关开支继续以当前速度持续下去的话。
A number of Gulf countries have begun an internal review to determine whether force majeure clauses can be invoked in current contracts, while also reviewing current and future investment commitments in order to alleviate some of the anticipated economic strain from the current war, especially if the war and related expenses continue at the same pace.
是的。
Mhmm.
他们补充说，这一举措是一种预防性措施，源于这些国家因能源产量下降、运输受阻以及旅游和航空业萎缩，加上国防支出增加而导致的财政压力。
They added that the move was a precautionary measure that was the result of the budget strains these countries are facing due to reduced income from energy due to the slowdown in output or the inability to ship and from the tourism and aviation sectors in addition to the increase in defense spending.
所以是多种因素共同作用的结果。
So bunch of different factors combining.
一位海湾国家政府顾问表示，这些富裕国家考虑审查投资的前景引起了白宫的关注。
An advisor to a gulf government said the prospect of an investment review by the wealthy states had caught the White House's attention.
沙特阿拉伯、阿联酋和卡塔尔拥有世界上最大、最活跃的主权财富基金之一，去年在唐纳德·特朗普总统访问该地区后，承诺向美国投资数千亿美元。
They managed some of the world's largest and most active sovereign wealth funds in Saudi Arabia, The UAE, Qatar last year pledged to invest hundreds of billions of dollars in The US after President Donald Trump visited the region.
它们也是全球众多体育赛事的重要赞助方，同时一直在国内大力投资，以推动经济多元化。
They are also big backers of sporting events around the world and have all been investing heavily domestically to develop diversify their economies.
任何影响对美国或其他西方国家投资的举措，都可能增加特朗普寻求外交策略以结束战争的压力。
Any move that affects investments in The US or other Western states may raise the pressure on Trump to seek a diplomatic strategy to bring the war to an end.
另有消息称，乔·维森塔尔正在研究德克萨斯州兴起的工人营地，这些营地提供从定制餐饮到高尔夫模拟器等各种设施，旨在吸引工人前往建设数据中心。
In other news, Joe Wiesenthal is studying Texas man camps with everything from catered food to golf simulators that are springing up in order to lure workers out to construct data centers.
哦，
Oh,
是的？
yeah?
他们在建造工人营地。
They're building man camps.
工人营地正迎来牛市。
It is a bull market in man camps.
AI工人营地提供免费高尔夫等福利，以吸引德克萨斯州的工人。
AI man camps offer golf free stakes to lure workers in Texas.
这个泰勒可能会支持我们
This Tyler could get on board with with We
我们应该在这里建个工人营地。
should build a man camp here.
我们应该。
We should.
我们确实有点这么做过。
We kind of we kind of do.
我的意思是，我们曾经讨论过购买赛车模拟器，但最终放弃了，因为你在办公室的时候，最好还是专心工作。
I mean, we talked about we talked about getting racing simulators and then we ultimately backed off just because when you're at the office, you should probably be working.
我以前试过。
I've I've I've tried it before.
而且，办公室里玩游戏总是有点奇怪，因为总会有一些小互动，比如我会等着你做点什么。
And, like, games in the office, it's always just weird because, like, there's all these little interactions where I'm like, oh, I'm sort waiting on you to do something.
你也在等我做点什么。
You're waiting on me to do something.
如果你看到我一直在那里删东西，你可能会想，你不能把这个问题解决一下吗？
If you just see me, like, erasing there, you're gonna be like, can't you, like, you know, fix this?
或者总还有别的事情要做。
Or there's always something else to do.
所以，还是好好组织一次正式的户外活动更好。
And so it's much better just to do, like, proper off sites.
我现在真的非常失望。
That is proper extremely disappointed right now.
公司们正在争夺工人来建设数据中心，却发现带慢速WiFi的汽车旅馆根本没什么吸引力。
Companies are competing for workers to build data centers and are finding that a motel room with sluggish WiFi isn't much of a draw.
试试免费的牛排和高尔夫模拟器吧。
Try free steaks and golf simulators.
随着人工智能的兴起，数据中心的建设急剧扩张，对水资源和电力供应的竞争正推动建设向农村地区延伸，而这些地区往往缺乏足够的住房与基础设施，来支撑建设庞大服务器仓库所需的数百甚至数千名临时工人。
As data center development has exploded with the rise of AI, competition for water and power supplies is pushing construction further into rural areas that often lack the housing and infrastructure to support the hundreds or thousands of temporary workers needed to build hulking warehouses of computer servers.
这迫使开发商越来越多地依赖一种在2010年代页岩油热潮期间流行起来的临时解决方案——被称为‘工人营地’的大型临时居住区。
That's forcing developers to increasingly lean on a stop gap solution that was popularized during the shale oil boom of the 2010, sprawling temporary villages known as man camps.
这些临时居住区可以是木结构的两层公寓楼，也可以是集装箱式模块化住宅或配备电力和水源的拖车公园。
These temporary housing villages can vary from wood frame two story apartment buildings to containerized modular homes or trailer parks supplied with electricity and water.
但为了吸引急需的电工、焊工和管道工，开发商们正额外提供游戏室、牛排和往返工作地点的班车服务。
But to lure in demand electricians, welders and pipe fitters, developers are going the extra mile and offering game rooms, rib eyes and shuttle rides to work.
这实际上是一种间接争夺市场份额的策略，据彭博情报估计，全美有7000亿美元的项目正在规划中，另有1600亿美元的项目已正式启动。
It's effectively a backdoor play for a share of what Bloomberg Intelligence estimates is 700,000,000,000 of projects in the planning stage and another 160,000,000,000 already underway throughout The US.
这是我见过的最大、最具可行性的项目管线。
It's the largest, most actionable pipeline I've seen.
这对已经享受显著加薪的技工来说是额外的吸引力，一些数据中心电工的年收入超过15万美元。
It's an additional lure for tradespeople already enjoying significant pay hikes with some data center electricians making more than 150,000 a year.
一点也不差。
Not bad at all.
好了，我们继续吧。
Anyway, let's move on.
到那个时间了吗？
Is it that time?
我觉得该进入豪宅环节了。
I think it's time for the mansion section.
一位前漫威首席执行官在加利福尼亚一个隐秘社区挂牌出售自己的住宅。
An ex Marvel CEO lists his home in a secretive California community.
我知道你对这些隐秘社区情有独钟，乔迪。
I know you got a soft spot for these secretive communities, Jordi.
我们把这个拿出来看看。
We're gonna pull this one up.
这个社区——棕榈泉的烟树牧场——里的房子通常在家人和朋友之间转让。
So homes in this enclave, the Smoke Tree Ranch in Palm Springs, they usually trade between family and friends.
但埃里克·埃伦·博根正在尝试公开市场。
But Eric Ellen Bogen is testing the open market.
在棕榈泉的烟树牧场，房子通常在家人和朋友之间低调转让，但前漫威企业首席执行官埃里克·埃伦伯格·埃伦博根却不同。
At Smoke Tree Ranch in Palm Springs, homes usually trade quietly between family members and friends, but for former Marvel Enterprises CEO Eric Ellenberg Ellenbogen.
我必须问一下，漫威企业是漫威娱乐吗？还是两家不同的公司？
And I gotta know, is mar Marvel Enterprises, is that Marvel Entertainment or is that a different company?
看起来像是漫威娱乐。
It seems like it's Marvel Entertainment.
不管怎样，埃里克·埃伦·博根显然混得不错。
Anyway, Eric Ellen Bogen clearly has done very well.
他买下了最老的
He purchased the oldest
现在它被称为漫威娱乐。
It's now called Marvel Entertainment.
它以前叫漫威企业。
It used to be called Marvel Enterprises.
太棒了。
Amazing.
所以他在2021年以395万美元的价格购买了这座位于烟树的房屋。
So he purchased this house at Smoke Tree in 2021 for 3,950,000.00.
现在
Now
它即将上市。
it's hitting the market.
他们原本
They were
打算白送。
giving it away.
900万美元。
9,000,000.
通过公开挂牌出售房屋，打破了这一趋势。
Is bucking the trend by listing the house publicly.
我们强烈认为，将房产在公开市场上出售，将为找到合适的建筑守护者提供最佳机会。
Quote, we felt strongly that offering the property on the open market would provide the greatest opportunity to identify the right architectural steward.
我喜欢当人们卖房子时，还附加一堆条件，你知道的？
I love I love when people, like, go to sell their houses and then they have a bunch of strings attached, you know?
我们聊过那个KISS摇滚乐队主唱的故事，或者说是读到了相关报道。
We talked to the the guy or we we read the story about the the singer from KISS, the rock band.
他说，我不想把房子卖给任何喝酒的人。
And he was like, I don't wanna sell to anyone who drinks alcohol.
这简直太疯狂了。
It was like Which is crazy.
那房子不是最，嗯，最
Wasn't the house, like, the most, like
那简直是最疯狂、最夸张的单身汉住所了。
It was the most, like, crazy over the top bachelor yeah.
是的。
Yeah.
那是位于好莱坞山的一座彻头彻尾的派对屋。
Was total party house in the Hollywood Hills.
KISS是一个摇滚乐队。
And KISS is a rock band.
他们肯定有过最疯狂的时光，或者说，至少那种风格就是如此。
Like, they definitely had the wildest times or, I mean, at least that was, like, the aesthetic.
我不知道他们是不是一直都很清醒自律。
I don't know if they were maybe they were straight edge the whole time.
但这栋位于Smoke Tree Ranch的房屋坐落在圣哈辛托山脚下。
But this house at Smoke Tree Ranch sits at the foot of the San Jacinto Mountains.
它在棕榈泉享有近乎神话般的地位。
It has a near mythical status in Palm Springs.
这座牧场的历史可追溯到20世纪初，长期以来吸引了美国一些最富有的家庭，包括沃尔特·迪士尼和福特汽车公司的福特家族。
Dare dating to the early nineteen hundreds, the ranch has long drawn some of America's wealthiest families, including Walt Disney and the Ford family of the Ford Motor Company.
如果你还不清楚福特家族是谁的话。
In case you weren't sure what the Ford family was.
这个社区以西部拓荒风格著称，拥有土路和朴素的住宅，许多房屋至今仍由当初建造它们的家族拥有。
Known for its Wild West feel, the community has dirt roads and unassuming homes, many of which still belong to the families that built them.
艾伦·博根的住宅建于20世纪30年代，曾由吉尔莫制药家族拥有超过九十年，直到他购入——让我们把这交给大药企吧。
Ellen Bogen's home built in the nineteen thirties has been owned by the Gilmore Pharmaceutical family for more than ninety years before he bought it Let's give it
交给大药企。
up to big pharma.
艾伦·博根努力使这座住宅成功被列为历史地标。
Ellen Bogen worked to have the home successfully designated as a historical landmark.
它占地1.8英亩。
It sits on 1.8 acres.
面积约5500平方英尺，围绕着一个中央庭院和一个大型泳池。
It's roughly 5,500 square feet, surrounds a central courtyard with a large pool.
约翰，你喜欢这所房子吗？
Are you are you liking this house, John?
我不是一个喜欢沙漠的人。
I'm not a desert guy.
我是个喜欢森林的人。
I'm a forest guy.
我知道你是个喜欢海滩的人。
I know you're a beach guy.
我喜欢森林。
I like the forest.
我认为自己有点像喜欢沙漠的人。
I'm I consider myself a bit of a desert guy.
你喜欢沙漠吗？
You you like the desert?
但我完全不喜欢这所房子。
But I'm not I'm not feeling this house at all.
你不喜欢这房子？
You're not feeling this house?
一点也不喜欢。
Not one bit.
一点也不喜欢。
Not one bit.
哦。
Oh.
一点也不喜欢。
Not one bit.
你愿意为它出多少钱？
How much would you pay for it?
公平的价格是多少？
What's the fair price?
你说到价格，我觉得我没法给它定价，因为我真的真的不喜欢它。
What price are you like I don't think it's fair for me to price it because I really don't I really don't like it.
你真的不喜欢它吗？
You really don't like it?
我觉得我不是他们想找的那种管家。
I don't think I'm the kind of steward they're looking for.
哦，你会马上把它改造成一栋20层的公寓楼吗？
Oh, you would you you you would change this into a into a 20 story apartment complex immediately?
一般来说，我喜欢牧场风格的房子。
In general, I like I like I like ranch style houses.
是的。
Yes.
单层的。
Single story.
对。
Yeah.
我喜欢这种围绕泳池的布局，对。
I like this layout around around the pool Yeah.
展开剩余字幕（还有 264 条）
这个庭院。
This courtyard.
我喜欢那种嗯的家。
I like homes that Mhmm.
那种朝向嗯的外观。
That kind of face in towards Yeah.
朝向一种公共空间。
Towards kind of like a communal space.
但我并不太喜欢。
But I'm not I'm not loving
在包装上，你不喜欢的是什么？
On the packet, like, don't you like about
它？
it?
我的意思是，这些质感
I mean, the textures
好的。
Okay.
颜色
The colors
好的。
Okay.
它看起来并不像我所喜欢的那种在结构上经典的房子。
It it doesn't appear to be I like a classic the classic kind of I like a home that is classic structurally.
是的。
Yeah.
是的。
Yeah.
但这看起来就像什么都没做过一样，感觉像是住在类似好莱坞布景的地方。
But this looks like nothing has been like, this feels like living in kind of like a like a Hollywood set.
对吧？
Right?
是的。
Yeah.
不像一个真正被住过的家
Not like a home that's been
我觉得在某些情况下，比如硬木橱柜搭配毛茸茸的椅子，这些材料的搭配感觉不太协调。
I feel like the in some of these cases, like the hardwood cabinets combined with like sort of the furry chairs, like the the materials aren't aren't feeling
这厨房里在放什么？
like what's on in this kitchen?
这个厨房太乱了。
This kitchen is a disaster.
把这厨房的画面拉近一点。
Pull up this kitchen.
这厨房到底怎么回事？
This kitchen what's going on here?
看看这些，像这样
Look at these look at these, like
它正在冒出来。
It's it's coming up.
它正在冒出来。
It's coming up.
所以这也没那么糟。
So so that's not too bad.
那些塞得满满的餐椅马上就来。
The overstuffed kit chairs, those are coming.
这简直太糟糕了。
This this is absolutely brutal.
这个。
This.
这个。
This.
这个。
This.
看看那些毛茸茸的椅子。
Look at those furry chairs.
在
In the
木地板配上木制的
hardwood with the with the wooden
天花板。
ceiling.
椅子上木头叠着木头，木头叠着木头，全是木头，是的。
Chairs with the wood on wood on wood on wood wood Yeah.
简直太
Is absolutely
丹·拉特利夫说看起来像祖父母的家。
Dan Ratliff says it looks like a grandparent's house.
对。
Yeah.
这些照片让房子看起来很中庸。
The pictures make it look mid.
就像他们说，嘿，我们得找个人来打理这栋房子。
Like, they're they're like, oh, we gotta find the person to to steward this house.
就像，好吧，爷爷。
It's like, okay, grandpa.
让我们送你去睡觉吧。
Let's let's put you to bed.
地砖太糟糕了。
The tile is criminal.
是的。
Yeah.
聊天内容并不完整
The the the chat is not full
至少得有诚意。
gut at minimum.
是的。
Yeah.
是的。
Yeah.
他们真够狠的。
They gut.
同意。
Agree.
太残酷了。
Brutal.
好的。
Okay.
那我们为什么不离开棕榈泉呢？
Well, we Why don't we why don't we leave Palm Springs?
我们去曼哈顿吧。
We'll head over to Manhattan.
我必须说，他们居然有胆量说，嗯，我们需要把这放到公开市场上，找个合适的管理者。
I just gotta say the the audacity to be like, yeah, we need to put this on the open market to find the right steward.
这简直就像在说，我不知道你有没有好好管理过它。
And it's like, oh, I don't know how I don't know if you've been stewarding that well.
是的。
Yeah.
对。
Yeah.
所以你的看法是，社区里的每个人都说，是的，我们很乐意接手这个项目，然后彻底翻新它？
So is your read on it that, like, everyone from the community was like, yeah, we'll love to take this off your hands and, like, completely renovate it.
他们却说，得找一个特别喜欢这种风格的怪人。
And they're like, we gotta find a crazy person that likes this particular style.
所以他们得扩大筛选范围。
And so they gotta spread their they gotta spread the aperture.
我觉得你们太苛刻了。
I think you guys are being too hard.
我觉得如果你再加两三层楼，哦，是的。
I think if you just add like two or three more floors Oh, yeah.
然后你向上发展
And you go vertically
是的。
Yeah.
我觉得这可能会非常酷。
I think it could be pretty sick.
是的。
Yeah.
我还会往下挖。
I'd also dig down.
我会建个地下室、男人洞，你知道的，赛车模拟器。
I'd build basement, man cave, you know, racing simulators.
好的。
Okay.
好吧，让我们前往纽约，因为《华尔街日报》的凯瑟琳·克拉克获得了难得的机会，得以参观纽约最隐秘的公寓项目。
Well, let's head over to New York because Catherine Clark at The Wall Street Journal got a coveted invitation to see New York's most secretive condo project.
这是80克拉克森。
This is 80 Clarkson.
销售额现在已经超过10亿美元。
The sales, they're over $1,000,000,000 now.
几乎没有进行营销，直到现在才少量曝光，直到我们在TBPN上讨论它之前都几乎没有报道。
With minimal marketing, little press until now, little coverage until we discuss it on TBPN.
在阳光充足的房间里，是的。
In a sun filled room Yeah.
这是突发新闻。
This is breaking news.
各位，这是突发新闻。
This breaking news, folks.
这是突发新闻。
This is breaking news.
铺着石质地板和柔软的奶油色地毯，我的冬衣被取走，一杯气泡水被塞到我手中。
With with stone flooring and a plush creamy white rug, my winter coat is whisked away and a sparkling water is thrust into my hand.
在过去的一年里，能获得来这里的机会，一直是纽约最抢手的邀请之一。
For much of the past year, an invitation to come here has been one of the most coveted tickets in New York City.
但我并不是在一家热门的新酒吧或餐厅里。
But I'm not at a hot new bar or restaurant.
我位于曼哈顿西岸，这里是新建公寓的隐蔽销售展厅。
I'm on the Far West Side Of Manhattan at the tucked away sales gallery for a new condominium.
80克拉克森街的开发商——位于西村边缘的两座在建塔楼——一直对该项目保持保密。
The developers of 80 Clarkson Street, a pair of under construction towers at the edge of the West Village, have kept details about the project secret.
这些房源并未在Zillow或StreetEasy等网站上挂牌。
The units aren't listed on sites like Zillow or StreetEasy.
位于哈德逊河畔的销售办公室仅接受预约参观，且最初的预约名额极为稀缺。
Access to the sales office by the Hudson River is by appointment only, and appointments were initially scarce.
许多潜在买家都试图动用人脉关系，只为能一睹风采。
Many prospective buyers tried to call in favors to get a look.
尽管看似反直觉，但A项目周围的保密性
Counterintuitive, though it may seem, the secrecy surrounding A.
D。
D.
似乎已成为一种极为有效的销售手段。
Clarkson appears to have been an extremely effective sales tool.
不到一年的时间里，该项目已有价值超过10亿美元的公寓签订了合同，占其112套住宅的一半以上。
In less than a year, more than $1,000,000,000 worth of condos have been have gone into contract on the project, amounting to more than half of its 112 residences.
一位买家最近签署合同，以1.29亿美元的价格购买A项目的一套住宅。
The buyer recently signed a contract to pay $129,000,000 for a residence at A.
D。
D.
克拉克森。
Clarkson.
如果交易完成，这将创下曼哈顿下城的最高纪录，远超此前6000万美元的最高纪录。
If it closes, the transaction will set a record for Downtown Manhattan, shattering the previous high watermark of 60,000,000.
它们的价格是之前最高纪录的两倍。
They're going twice as expensive as the previous high watermark.
一套面积约7400平方英尺的公寓标价7500万美元，而且已经找到了买家。
A roughly 7,400 square foot apartment is asking 75,000,000, and they also found a buyer.
所以给我简单点评一下这种风格吧。
So give me a little bit of a review on this style.
你有这种感觉吗？
Are you feeling this?
如果你住的公寓长这样，有7000平方英尺的空间，而且位于纽约市，你觉得你能住得下去吗？
Do you think you could settle into an apartment if it looked like this and had 7,000 square feet to walk around and was in New York City?
从风格、审美和氛围来看，Jordi，你给我们带来了什么？
In terms of styling, in terms of aesthetics, in terms of vibes, what you got for us, Jordi?
你怎么看？
What do you think?
我觉得这不太符合我的品味，但总体来说，我觉得
I think it's it's not really my style, but in general, I think it's
从长度上来说，我觉得
In length I think
总的来说，我觉得它总的来说是
in general I I think it's in general, it's
你可以磨牙。
You can grate your teeth.
你可以磨牙。
You can grate your teeth.
一些混合的
Some mixture of
要是逼不得已，你会住那儿。
of Gun to your head, you'd live there.
经典的，是的。
Of classic Yeah.
纽约啊，让我们把室内设计带入现代时代。
New York Well, let's get interior styling brought into the modern era.
金票。
The Golden Ticket.
想想。
Think
挺好的。
it's nice.
在克拉克森街80号，两座在建的塔楼紧邻哈德逊河畔的西高速公路。
At 80 Clarkson, the two under construction towers sit adjacent to the West Highway on the Hudson River.
该项目的邻居是谷歌和第40号码头，后者曾是海运码头，如今用作停车场和体育设施，还有一所空中飞人学校。
The project's neighbors are Google and Pier 40, the former marine terminal that now serves as parking and sports facility with a trapeze school.
你身处。
You're in
空中飞人？我信了。
the trapeze I'm sold.
你信了？
You're sold?
我决定了。
I'm sold.
步行即可到达空中飞人课程。
Walking distance to trapeze lessons.
步行可达。
Walking distance.
也许你真得去试试空中飞人。
Maybe you gotta do trapeze.
我不知道。
I don't know.
尽管充满了神秘和保密，画廊本身却低调而庄重。
Despite all the cloak and dagger, the gallery itself is subdued and staid.
没有灯光变暗，没有超戏剧化的视频，也没有激昂的音乐。
There's no dimming of lights, no ultra dramatic video, no stirring music.
相反，空间典雅庄重，销售人员会指出诸如机动车道等细节，他们说这灵感源自罗马广场。
Instead, the space is classic and dignified, with the sales team pointing out details such as the motor court, which they say was inspired by a Roman piazza.
这是一种体现泽克多夫声誉的体验。
It is an experience that channels the Zechkendorf's reputation.
对于某种类型的曼哈顿房地产而言，低调、克制且定价处于市场顶端，属于纽约市房地产史上最负盛名的家族之一的继承人。
For a certain brand of Manhattan real estate, discreet, restrained, and priced at the very top of the market, scions of one of New York City's real estate's most storied dynasties.
大卫·林奇那独具特色的洛杉矶宅邸售价为1300万美元。
David Lynch's quirky Los Angeles compound sells for 13,000,000.
好的。
Okay.
解释一下大卫·林奇。
Explain David Lynch.
谁想来解释大卫·林奇？
Who wants to who wants to explain David Lynch?
你们有谁知道吗？
Any of you guys know?
他是传奇人物。
He's the goat.
他是史上最伟大的。
He's the goat.
他创作了《双峰》以及电影《橡皮头》和《驱动》。
He created Twin Peaks and the film Molehole and Drive.
《橡皮头》和《驱动》太棒了。
Molehole and Drive is fantastic.
《橡皮头》？
Eraserhead?
看看那个。
See that.
《橡皮头》可能是我最喜欢的电影。
Eraserhead is probably my favorite movie.
是的。
Yeah.
真的吗？
Really?
我还没看过《橡皮头》。
I haven't seen Eraserhead.
它就像是
It's like
我明白。
I see that.
是的。
Yeah.
它是乔迪的作品，就像他好像，我不知道，非常……其实我根本不知道该怎么形容。
It's it's Jordi, it's like he's like, I don't know, very I actually have no idea how to describe it.
像是超现实的
Like, of surreal
对。
Yeah.
非常
Like, very
就像一位大型科技公司的首席执行官。
as like a a big tech CEO.
他是所有首席执行官最喜爱的首席执行官。
He's like all the CEO's favorite CEO.
这就是我会解释的方式。
That's how I would explain it.
所有大导演，他都是他们的最爱，好吧。
All the big directors, it's his favorite Okay.
你最喜爱的导演最喜爱的导演。
Your favorite director's favorite director.
但如果你没有最喜爱的导演呢？
But what if you have no favorite director?
从萨提亚·巴伦·科恩到大卫·林奇，中间要跳多少次？
How many how many jumps to get from Satya Baron Cohen to David Lynch?
可能没那么多。
Probably not that many.
他很可能对他很尊重。
He probably has respect for him.
已故导演大卫·林奇长期居住的这座奇特的洛杉矶宅邸，在上市约六个月后以1300万美元售出。
A quirky Los Angeles compound that was the longtime home of the late filmmaker David Lynch has sold for $13,000,000 about six months after hitting the market.
林奇于2025年去世。
Lynch died in 2025.
他以超现实主义的电影和电视剧闻名，包括电视剧《双峰》和《2001年》。
He was known for the surreal films and television shows, including the TV series Twin Peaks and the 2,001.
这真是一个
This is such a
令人着迷的家。
fascinating home.
从外面、从街上看，它有点粗野主义风格。
From the outside, from the street, it's like somewhat brutalist.
是的。
Yeah.
而里面的风格就像是
And then the inside, it's like
所以他非常具有中世纪风格。
So he's a very mid century.
而且他在庄园里设有一个工作坊，专门用于自己制作一些金属制品。
And then he has a a workshop on the estate designed for some of the property's metalwork himself.
这是一座令人着迷的建筑。
This is a fascinating building.
这个庄园共有七座建筑，总面积达11,000平方英尺，包含10间卧室。
So the compound has seven buildings spanning 11,000 square feet in total with 10 bedrooms.
庄园的中心是一座粉红色的1960年代住宅，由建筑师劳埃德·赖特设计，他是弗兰克·劳埃德·赖特的儿子。
The centerpiece of the estate is a pink nineteen sixties house that was designed by the architect Lloyd Wright, the son of Frank Lloyd Wright.
在一份声明中，林奇的两个孩子表示，这处房产在他们父亲的生活中，以及所有居住和工作在那里的人的生命中，都具有深远的意义。
In a statement, two of Lynch's children said the property was a place of deep meaning in their father's life and the lives of those who lived and worked there.
它承载了我们家族的大量历史，我们很感激它能落到一个愿意呵护并保留其独特之处的人手中。
It holds a lot of history for our family, and we're grateful to see it pass to someone who's interested in caring for it and preserving what made it special.
林奇将他的居住空间视为其创意生活的延伸。
Lynch viewed his living space an extension of his creative life.
他在1997年的一次采访中说：‘住在劳埃德·赖特设计的房子里，影响了我整个生活。’
The Lloyd Wright house affects my whole life to live inside it, he said in a 1997 interview.
你觉得这栋房子怎么样？
What do you think about this house?
你会住在这里吗？
Would you live here?
你喜欢这栋房子吗？
Do you like this house?
你喜欢这种风格吗？
Do you like this style?
我
I
我喜欢。
do like it.
我只是觉得，我认为这需要一些……我不知道。
I just think I I think that needs about I don't know.
一个建筑纯粹主义者可能会因为这个讨厌我，但这里需要大量投入。
An an architectural purist might hate me for this, but it needs a lot of investment.
你得把它拆了。
You have to tear it down.
不。
No.
不。
No.
不。
No.
不。
No.
不。
No.
这也在文章里没提到，但这里是《妖夜慌踪》的取景地，这是他的另一部电影。
This is also I like I don't think it's mentioned in the article, but this is the location of Lost Highway which is another of his movies.
哇。
Wow.
那边有个割草机。
Ballmower over there.
我完全不知道。
I had no idea.
我不太了解《妖夜慌踪》。
I don't know Lost Highway at Right.
在我们深入之前，团队正在分享从主持人泰勒@TBPN到大卫·林奇之间的转接次数。
Before we jump in there, the team is sharing how many jumps to get me from the host Tyler at TBPN to David Lynch.
所以泰勒·科斯格罗夫，是的。
And so Tyler Cosgrove Yep.
他在TBPN和约翰·库根一起工作。
Works with John Coogan at TBPN.
好的。
Okay.
约翰·库根曾采访过马克·扎克伯格。
John Coogan has interviewed Mark Zuckerberg.
是的。
Mhmm.
马克·扎克伯格在《社交网络》中由杰西·艾森伯格饰演。
Mark Zuckerberg was portrayed by Jesse Eisenberg in the Global Social Network.
杰西·艾森伯格与劳拉·邓恩共同主演了《抵抗》，而劳拉·邓恩出演了大卫·林奇执导的《双峰》。
Jesse Eisenberg co starred with Laura Dern in Resistance and Laura Dern starred in Wild at Heart directed by David Lynch.
五度分离。
Five Degrees of Separation.
就是这样。
There we go.
我们打几个电话吧。
Let's make some phone calls.
Jira工单上说，当你问瑞文戴尔的高精灵是否愿意加入你前往孤山的旅程时，他们会用维林诺之光的眼神盯着你。
Jira tickets says, when you ask some high elves at Rivendell if they want to join you in your quest to Erebor, they hit you with the light of Valinor stare.
2800个赞，人们喜欢这张照片。
2,800 likes people liked the photo.
太傻了。
Very silly.
你看，他说，略感惊讶地发现Anthropic的总监级员工竟然有真人EA。
See, he says, mildly surprised to learn that director level staff at Anthropic have human EAs.
他们是怎么知道的？
How did they learn that?
他是怎么知道的？
How did he learn that?
这是在最近的达里奥新闻里提到的吗？
Was that in like the most recent Dario news?
这是来自今天3月6日的。
This is from March 6 today.
我的意思是，他负责那个AI金融工具。
I mean, he runs the AI finance tool.
哦，所以也许他正在和
Oh, so maybe he's interacting with
他们互动？
them?
他正在和Alright互动。
He's interacting with Alright.
我们买了一台新的Xbox。
We got a new Xbox.
这到底是怎么回事？
What's going on here?
三天前我们有突发新闻。
We have breaking news as of three days ago.
我们之前没来得及讨论这个。
We didn't really get to it.
Project Helix 是下一代 Xbox 主机。
Project Helix is the next generation of the Xbox console.
我们对它了解多少？
What do we know about it?
一无所知。
Nothing.
一无所知。
Nothing.
什么都没有。
Za nada.
我们看到了一个标志发布。
We we see a logo reveal.
这只是一个工作名称吗？
Is this just a working title?
我不知道。
I don't know.
这会推迟吗？
Will this be delayed?
据说PS6会推迟。
The PS six is supposedly delayed.
Switch 2可能要涨价。
The Switch two is is maybe going up in price.
科技公司裁员追踪
Tech layoff tracker
发生什么事了？
What's going on?
据多个来自甲骨文内部的消息来源称，该公司计划大规模裁员，可能涉及2万到3万个职位。
Hearing from multiple sources inside Oracle that the company is planning thousands of job cuts, potentially 20 to 30,000 roles across the board.
这让我很惊讶，因为我没想到甲骨文的员工人数高达17万人。
This was surprising to me because I didn't realize that Oracle had a head count around a 170,000 people.
甲骨文现在有很多事情在发生。
There's a lot going on at Oracle.
这是一家非常老牌的公司。
It's a very, like, old company.
有很多销售代表。
A lot of sales reps.
我有个朋友曾在甲骨文做销售代表。
I had a friend who worked as an Oracle sales rep.
他很喜欢这份工作。
Loved the job.
生活方式很棒。
Great lifestyle.
就是到处去卖软件、卖数据中心、卖各种东西。
You know, going around selling software, selling data centers, selling all sorts of stuff.
这是为了释放80亿到100亿美元的现金流。
This is to free up 8 to 10,000,000,000 in cash flow.
所有那些令人兴奋的大型AI数据中心扩张。
All the fun massive AI data center expansion.
美国银行正在撤回融资，借贷成本正在迅速上升。
US banks are pulling back from financing, borrowing costs are rising fast.
信用违约互换利差。
CDS spreads.
这些削减将是多年来最大的，超过2025年底他们所做的100亿。
The cuts would be the largest in years, bigger than the 10,000 they did in late twenty twenty five.
他们还在考虑出售资产，比如Cerner医疗保健部门。
They're also eyeing asset sales like the Cerner Healthcare unit.
这与人工智能承诺有关。
It's tied to AI commitments.
无论如何，目前这仍然是传闻，但并不会让人感到特别意外。
Anyways, so still rumors at this point, but wouldn't be super surprising.
总之，我等不及了。
Anyway Can't wait.
在Apple Podcasts和Spotify上给我们五星好评。
Leave us five stars on Apple Podcasts and Spotify.
订阅我们的通讯，tbpn.com。
Subscribe to our newsletter, tbpn.com.
我们下次见，祝你一切顺利。
And we will see you You have the best.
周一周末11
Monday Weekend 11
你生命中最美好的时光。
of your life.
我们爱
We love
你们。
you.
好了，各位，就到这里。
That's all, folks.
很好。
Good.
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