SpaceX上市日期、ChatGPT与个人理财、桑德斯和AOC对阵数据中心 | Diet TBPN

显然，这项法案并没有两党共同支持。

It doesn't obviously have like bipartisan support.

是的。

Yeah.

可能性非常小。

Very unlikely.

还有很多地缘政治因素要考虑。

And there's lot of geopolitical considerations.

Anthropic 今天发布了一篇长文，讨论了在人工智能时代美中竞争的几种应对方案。

Anthropic put out a big essay today around different different resolutions to US China competition in the age of AI.

其中一些观点非常明确，他们坚决主张不能失去领先优势，必须继续建设数据中心。

Some very obviously, they are very aggressive about don't lose the lead, continue to build data centers.

但邻里反对、噪音投诉、环境担忧这些问题，在一个民主社会里，如果想顺利推进，都必须认真对待。

But the nimbyism, the noise complaints, the environmental concerns, like, all of these things do have to be addressed in a democratic society if we are to move along smoothly.

泰勒？

Tyler?

是的。

Yeah.

所以，简单说一下定义，对。

So so just for, like, the definitions Yeah.

就是怎么界定的。

How it's defined.

是的。

Yeah.

数据中心的定义是：一栋建筑的最大电力容量超过20兆瓦，或者向单个服务器机架提供20千瓦或以上的电力，又或者对单个硬件组件使用液冷系统。

So a data center is defined as a building that has more than 20 megawatts maximum power capacity or total peak power that are used to deliver 20 kilowatts or more to a single server rack or to use liquid cooling to individual hardware components.

对。

Mhmm.

所以，是的。

So Yeah.

我只是在想，会不会有人钻空子，比如不建一个大厂房，而是盖一千个小楼，每个都

I'm just wondering if we're gonna get some weird some weird workaround where, okay, instead of, like, one big building, you get a thousand smaller buildings that are all

所以它还提到，任何与新建建筑相连或相邻的建筑也算在内。

So it also says, like, a a building that's contiguous or adjacent to another building that's new.

我觉得他们得清楚这一点。

So I think they

得知道这个规定。

have to know that.

那他们是不是得在中间种点树之类的？

So they'll have to put some, like, trees in between them or something?

我不确定。

I don't know.

每次出台新法规，人们总会想出办法绕过去。

I I I just, every time there's a law, people will find a way around the law.

所以我特别想知道，这项规定最终会带来什么变化。

And so I'm I'm very interested to see how this winds up changing.

也许真能从根本上改变现状。

It could change it for good.

你明白吧？

You know?

可能也没问题。

It could be, like, okay.

是的。

Yeah.

比如清洁能源，埋在地下，不吵不闹，真正有争议的其实是把成本转嫁给那些得不到好处的人——这是一种负外部性，而政府从一开始就在努力内部化这些负外部性。

Like like, clean energy, and it's underground, and it doesn't it's not noisy, and it doesn't it doesn't create it feels like the real the real the real issue at debate is, like, passing the cost on to people who don't benefit, a negative externality, which the government has been internalizing negative externalities

对。

Yeah.

从它诞生起就是这样。

Since its inception.

所以结果肯定是好的，但最终会怎样呢……

And so there's certainly a good outcome, but it it it will be

杏仁最近被批评了，哦，是吗？

Almonds are catching some heat from Oh, yeah?

JCAL。

JCAL.

哦，是啊。

Oh, yeah.

他展示了1999年到2026年间杏仁产量与数据中心用水量的对比。

He is showing almond versus almond production versus data center water consumption from 1999 to 2026.

多年来，甚至在人工智能热潮之前，大家就一直在说这件事。

And, yeah, everyone has been saying for years, even prior to the to the AI boom Mhmm.

杏仁到底要消耗多少水。

Just how much water almonds use.

当年加州遭遇严重干旱时，这个问题尤其受关注。

This was particularly top of mind when California was in a massive drought.

没错。

Yep.

你开车穿过加州的不同地方，到处都是杏仁树，真的吗？

You drive through different parts of California and it's just almond trees Really?

一眼望过去全是。

As far as the eye can see.

我怎么没看到一棵杏树。

I don't see any almond tree.

所以呢，杏树的产量其实赶上了其他东西。

And so anyways, almond almonds catching strays.

是的。

Yeah.

我不太清楚。

I don't know.

你看这个数据，想想今年的增长趋势。

I mean, you look at this and you think about the growth rate in this year.

蓝色线一直在上升，而杏树的红线却基本没动。

Like, you can see the blue line is ticking up, and you can see that the red line for almonds is flatlining.

如果你特别激进地估算用水量，再往外推个几年，这两条线可能会反过来。

And so if you are extremely aggressive about counting the oooms and you, and you project this out a couple years, you could see these two things flip.

当然，像布莱克·朔尔提出的闭环冷却系统，还有那些完全不需要用水的超级涡轮机，这些方法都能避免用水量激增的问题。

But, of course, there are ways to avoid situations like that with water use increasing, such as what Blake Scholl proposes, which is closed loop cooling and, booms superpower turbines that don't need any water, and, you can avoid all of that.

但整个关于水资源的争论，似乎并不是桑德斯和AOC提案的核心重点。

But the whole water debate seems like not the focus of the Sanders AOC proposal.

他们的关注点明显更在发电和电网升级上，而这确实成本高昂，而且是实实在在的问题。

It seems much more focused on generation and upgrading the grid, which is expensive and is real.

大家都知道，数据中心耗电量非常大。

Everyone knows that, data centers do use a lot of power.

没人说高能耗是假新闻，虽然水资源的争议已经被迅速澄清了。

No one's saying that, the that the high energy intensity is fake news even though the water debate was a little bit it was it was sort of quickly debunked.

但关于能耗的讨论，可没被推翻。

The energy debate has not been debunked.

所以我们确实需要更多清洁能源、更多电力，以及那些不会强加给当地社区的电网升级。

And so there is a need for more clean energy, more power, and more grid upgrades that are not, visited upon local communities.

我们一直想弄清楚的大问题，接下来会请相关人士来节目中聊聊。

The big question that we were trying to answer, and we're gonna try and get someone on the show.

如果你要建一个获得80%民众支持的数据中心，那会是什么样子？

If you were attempting to build a data center that had 80% approval, like, what would that look like?

Azure团队对数据中心的愿景是什么？

What is the Azure Klein abundance vision for a data center?

它很可能使用清洁能源供电。

It's probably powered by clean energy.

它可能建在某个非常偏远的地方。

It's probably someone bear somewhere very remote.

布兰登提到过那四十分钟的通勤。

Brandon was talking about the the the forty minute commute.

四十分钟通勤对很多美国人来说很常见，但并不是无法接受的。

The forty minute commute is something that many Americans do, and it is not insurmountable.

他只是在想，如果你开车去过拉斯维加斯或者周边，往任何方向开四十分钟，都会遇到大片空地，那里建个大型设施根本不会碍眼。

And he was just reflecting on if you're if you've ever driven in or around Las Vegas, drive forty minutes in any direction, you get to a lot of, lot, a lot of empty land where certainly a big building is not going to be an eyesore.

二十分钟外，你根本听不到六十分贝的噪音。

You're not going to be able to hear 60 decibels from twenty minutes away.

但那片土地虽然很多，很多数据中心建设方却没把这当成常规做法。

And there is a lot of land, but that hasn't been the default construction methodology for a lot of data center constructors.

对。

Yeah.

就像台积电在亚利桑那的工厂，基本就在凤凰城中心以北三十分钟车程的地方。

It's like the the TSMC plant in Arizona is, like, basically thirty minutes north of, like, Central Phoenix.

没错。

Yeah.

那里看起来根本没几户人家。

It didn't seem like there were any houses.

你刚翻过一个小山坡，眼前就全是空地了。

So you basically go over a little, like, hill, and then it's just, like, completely empty land.

对。

Yeah.

那儿有个超大的晶圆厂。

There's a massive fab.

太惊人了。

It's sick.

我喜欢这个。

I like that.

我了解到一个有趣的事实：苹果在硅谷有一座秘密晶圆厂。

I learned an interesting fact, which is that Apple has a secret fab.

他们在硅谷拥有一家硅晶圆制造厂。

They have a silicon fab in Silicon Valley.

他们花了一千八百二十万美元买下了一座晶圆厂，我之前发给你过相关信息，我得核实一下，因为有人把它描述成某种秘密的、很糟糕的事。

They bought a fab for I sent you the, I had to fact check this because I saw it, and it was framed as, like, this secret, like, you know, terrible thing.

其实没那么吓人。

It was not that, it's not that scary.

他们花了一千八百二十万美元买的。

It's, they bought it for $18,200,000.

这是一座七万平方英尺的设施，以前属于美信公司。

It's a 70,000 square foot facility, owned by Maxim previously.

他们大概是2015年买下的，当时引起了一些争议，因为据我所知，环保署因为他们对废弃物和空气排放的标签问题开过罚单，但罚金其实挺低的。

They bought it maybe in 2015, and it was controversial because they were fined by, I believe, the EPA for, for some mislabeling of waste, and air emissions controls, but it was a pretty small fine.

大概也就几十万，可能二十万美元左右，看起来更像是他们不小心搞错了。

It was something like a couple 100 maybe $200,000 And it seemed like they might have just had a mistake.

他们

They

给了他们重重一击。

brought down the hammer on them.

是的。

Yeah.

其实只是空调管道稍微装错了而已。

Well, I think it was like the air conditioning duct was slightly misconfigured.

根本不是什么核废料泄漏，搞得整个城镇都毁了，但确实有争议，毕竟苹果一直想把自己塑造成环保先锋，这也就是为什么我觉得他们根本不想做大规模芯片制造。

It was not like a nuclear waste spill, like, destroying the whole town, but it was controversial, obviously, because Apple wants to be as clean and environmentally friendly as possible, which is why I lean into they don't want a massive like, they're not even a scaled chip manufacturer.

这只是一个原型工厂。

This is a prototype facility.

他们生产的是600纳米到90纳米的芯片，跟台积电现在做2纳米、3纳米的完全不是一个量级。

They manufacture between 600 nanometers to 90 nanometers, way different than what's happening at TSMC with two and three nanometers.

所以从字面上说，这根本不是什么秘密工厂。

So it's not a secret facility in the literal sense.

所谓的‘秘密工厂’说法，主要来自批评者和举报人的报道，而不是因为政府或行业对此一无所知。

The secret fab framing comes mostly from critics and whistleblower coverage, not because it was known unknown to government or industry with license.

环保署提到的是位于斯科特大道的苹果工厂。

The EPA says the Apple facility on Scott Boulevard.

也许下次你可以去那儿看看，泰勒。

So maybe that's your next trip, Tyler.

你打算去那儿哪儿来着？

You're going over to where is it?

在圣克拉拉。

It's in Santa Clara.

就在圣克拉拉。

In Santa Clara.

位于圣克拉拉的斯科特大道上，苹果这家设施在2023年和2024年产生了危险废物，并违反了RCRA法规，后来他们做了整改，还缴纳了26.1万美元的罚款。

On Scott Boulevard in Santa Clara generated hazardous waste and had RCRA violations in 2023 and 2024, which they made fixes for, and they paid a $261,000 penalty.

如果你在圣克拉拉，地址是斯科特大道3250号。

It's 3250 Scott Boulevard if you're in Santa Clara.

有空去一趟吧。

Go stop by.

让我们为斯科特鼓掌。

Let's give it up for Scott.

感谢他的付出。

For their service.

没想到你还有一条马路以你命名。

Didn't know you had a boulevard named after you.

这真有意思。

That's very funny.

X AI的联合创始人伊戈尔·巴布什金正计划为一家新的AI研究初创公司融资，估值最高可达50亿美元，可能由通用催化剂领投。

So X AI cofounder, Igor Babushkin, is planning to raise up to 1,000,000,000 and up to $5,000,000,000 valuation for a new AI research startup with general catalyst possibly leading.

泰勒怎么笑得这么厉害？

Why is Tyler laughing so much?

劳尔之前发了个不错的帖子。

Raul had a good post earlier.

哦，是啊。

Oh, yeah.

好的。

Okay.

GC的道德标准非常高。

GC has a very high moral bar.

所以我觉得伊戈尔不会继续做Ani了。

So I don't think Igor will be continuing to work on Ani.

有可能。

Maybe.

还有X AI的一些其他功能

And some of the other features that X AI

可能在调整方向。

Might be pivoting.

专注于。

Focused on.

可能在调整方向。

Might be pivoting.

不管怎样，咱们还是去看看杂志吧，今天豪宅板块讲了一个特别有意思的故事，一对夫妻四十年婚姻，是一次次彻底翻新撑过来的。

Anyway, we should go over to the journal because the mansion section has a very interesting story today about a forty year marriage built one gut renovation at a time.

想要一段成功的感情关系？那就四十年里买十套房，不停地装修吧。

If you want a successful relationship, buy 10 houses over four decades and constantly be renovating.

我觉得这话挺有道理的。

I think there's a lot of truth in this.

咱们读读这个故事吧。

Let's read the story.

我来分享一下我的看法。

I'll give you my take.

一对来自俄克拉荷马的夫妇花了数十年时间，投入约一千四百万美元，买下、翻新并出售了八处位于塔尔萨的房产，第九套则是从零开始亲手建造的。

So one Oklahoma couple spent decades and roughly fourteen million dollars buying, redoing, and selling eight properties around Tulsa for their ninth production they built from the ground up.

他们说，这对他们来说是一场冒险。

They say for them, it's an adventure.

安妮和马克·福罗夫妇是房地产界的一股独特力量。

Anne and Mark Farrow are real are a real estate wildcard.

他们总在家中，却从不安于一处。

Always at home, never settled.

四十年来，他们彻底翻新并住过塔尔萨地区的八栋房子。

Over forty years, they've gutted and lived in eight houses around Tulsa.

他们一起建了第九套房子，这四十年来，他们通过重新设计布局和采用高端装修，累计房产交易额达到了约一千四百万美元。

They built the ninth they built, together, their house transactions have totaled about $14,000,000 a portfolio portfolio market market by by reimagined floor plans and re and high end finishes.

他们最新这栋占地七千二百平方英尺的住宅，凝聚了自上世纪八十年代首次翻新以来积累的所有经验。

Their latest, a 7,200 square foot build draws on everything they have learned since their first renovation in the nineteen eighties.

如今，就连法老都忍不住想问：这段旅程，真的结束了吗？

Now, even the pharaohs wonder whether the journey is over.

马克说，这房子根本没法复制。

This house would be hard to duplicate, says Mark.

六十七岁。

67.

六十七。

Six seven.

《华尔街日报》的那位主编是谁？

Who The Wall Street Brain Rod Journal?

再重复一遍？

Add it again?

2026年就六十七岁了，想想都可怕。

Turning Turning 67 in 2026 is Nightmare.

他们还报道了一位六十七岁才创业的企业家。

They also profiled an entrepreneur who's 67 who just started a company.

真奇怪。

Weird.

这家公司发展得特别红火，业绩很好。

Company is ripping, doing well.

创业永远都不嫌晚。

Never too late to start a company.

不过，再接手一套需要翻新的房子，对这对夫妇来说可不容易。他们不愿意被叫做‘炒房团’，而是自称是‘连环装修爱好者’。

Yet resisting another fixer upper won't be easy for the couple who rejected being called flippers, instead identifying as serial renovation lovers.

63岁的安妮已经退休了，她说自己要是没个房子项目折腾，就会浑身难受。

I go through withdrawal without a home project, says Anne, 63, who's retired.

换作普通夫妻，十个有九个会因为装修房子闹到要调解的地步，但这对夫妇却把那些让人头疼的后勤难题当成共同的刺激体验。

While nine home projects would send most couples into mediation, the pharaohs view logistical nightmares as their as a shared thrill.

他们的秘诀是什么？

Their secret?

就是极度坦诚和高效。

Radical honesty and speed.

对我们来说，这就是一场冒险。

For us, it's an adventure, Mark says.

这些人可是真正在做事的。

These are real operators.

他们不是。

They're no.

不是。

No.

这是一支团队。

This is a team.

你眼前看到的是科利森兄弟，他们是靠房地产起家的家族企业创业者。

This is, you're looking at the, the Collison brothers, the the the family business builders of, of real estate.

我们还是翻翻他们房子的实际照片吧，他们当初起步可很小。

We we we should scroll through the actual images of the house because they got started pretty small.

1986年，只花了8万6千美元。

$86,000 in 1986.

他们买了第一套房子。

They bought, the starter home.

他们1993年以九万七千美元卖掉了，持有九年，只赚了百分之十。

They sold it in 1993 for 97,000, held for nine years, only made 10%.

但那正是他们的冒险起点，1986年买下这栋鳕鱼角风格的房子。

But, that was the that was where the adventure began in 1986 with a Cape Cod style house.

面积有两千平方英尺。

It was 2,000 square feet.

里面装潢全是淡紫色的美耐皿台面和一个酒吧区，他们第一次装修，把办公室隔出来改成了个额外的卧室。

Interior was complete with a lavender formica countertops and a wet bar, their first construction project closing in, closing in an office to make an extra extra bedroom.

挺有意思的。

Interesting.

你知道酒精饮料的销量现在跌得有多惨吗？

You know how alcohol sales are falling off a cliff?

是的。

Yes.

然后有人提到，是谁来着？

And there's like oh, who was it?

德里克·汤普森写过一篇不错的文章，详细列出了酒精销量下滑的各种原因

Derek Thompson had a good post about this, and he sort of enumerated all the different reasons why alcohol is falling off

下滑得厉害。

a cliff.

他经常发帖。

He posts a lot.

他经常发

He posts a

很多优质内容。

lot of good stuff.

他在哪儿发的？

Where can

哪儿能看得到？

I find it?

酒精。

Alcohol.

酒精。

Alcohol.

真没想到。

Wow.

他确实发得很多。

He does post a lot.

他随口就列出了几个非宗教性的反酒精趋势：GLP类的，上世纪七十年代后兴起的直升机育儿，还有对二十世纪末酗酒潮的反弹。

So off the top of his head, secular anti alcohol trends, GLP ones, post nineteen seventies rise of helicopter parenting, reaction to the binge drinking spike of the late twentieth century.

二十世纪末还有酗酒潮？

There was a binge drinking spike in the late twentieth century?

哦，那会儿大概就是CKY那种风格吧，你知道的，约翰尼· Knoxville那会儿。

Oh, that was like the CKY, you know, Johnny Johnny Knoxville era, I suppose.

那可能造成了大量这种现象。

That probably led to a

很多都是那时候的。

lot of that.

酗酒行为也遵循幂律分布。

There's also a power law in binge drinking.

对吧？

Right?

没错。

Yeah.

听说百分之一体的酗酒者干了将近九成的酗酒事？大概是这样？

They say, what, one percent of the binge drinkers do 99% of the binge drinking, something like that?

不，我觉得其实是百分之十的饮酒者喝掉了九成的酒，差不多是这样。

No, I think it's actually like 10% of people that consume alcohol consume like 90% of This the

就连啤酒市场也一样，想想百威这类品牌，再想想大学生聚会买一箱三十瓶啤酒的情况。

is true even for the like, you think about the market for Budweiser or beer brands, you think about the college party getting a 30 rack.

但事实上，大部分收入其实来自那种每天固定喝六瓶的人——下班五点回家，路上顺手买一箱六瓶装，不敢买十二瓶的，怕喝多了第二天没法上班。

But in fact, the vast majority of the revenue is driven by the Johnny six pack, which is a guy who gets off of work at five and picks up a six pack on the way home, on the drive home, and doesn't go for doesn't buy in bulk because if he gets the 12 pack, he won't be able to stop drinking after six, and he'll be hungover for the work day to the next day.

所以他天天都买六瓶，这种习惯在美国持续了很长时间。

And so it's six pack every single day, and this was like a thing in America for a very long time.

但好像并没有发生。

But it doesn't seem to be happening.

安德鲁·胡珀曼

Andrew Hooperman

他说代理程序一直在运行。

said agents running at all times.

胡珀曼说喝醉了。

Hooperman said drunk.

好了，各位。

Alright, guys.

对。

Yeah.

我们切掉吧

Let's cut it

吧。

out.

咱们来看看。

And let let's see.

手机似乎让青少年的派对减少了，毕竟一切都被人拍下来了。

So phones are apparently killing teenage partying because everything's on video, I suppose.

你不想在监控无处不在的环境下，陷入什么尴尬的境地，据说就是这样。

You get so so you don't wanna be in, like, compromising situations in the surveillance state, supposedly.

年轻人健身热潮兴起，夜店冷清，跑步俱乐部火爆，无论是自由派都市白领还是瑜伽信徒，健康极致的生活方式都在上升。

Surge in young adult fitness, dancing clubs down, running clubs up, and the general rise of health maxing culture among both liberal yuppies and maha devotees.

高中生饮酒现象大幅下滑。

So huge collapse in drinking among, high schoolers.

上世纪八十年代就开始下降了。

It fell in the nineteen eighties.

当时有92%的十二年级学生曾经喝过酒。

It was ninety two percent of twelfth graders who had ever consumed alcohol.

今年，这个数字降到了47%。

This year, forty seven percent.

这真令人惊讶。

That is remarkable.

酒精和大麻之间还存在一种替代效应。

There's also a substitution effect between alcohol and cannabis.

大麻使用比例上升的同时，酒精摄入减少了，情况比较复杂。

Significant proportions of cannabis use led to less alcohol, sort of mixed bag there.

我觉得无酒精啤酒在这其中也扮演了越来越重要的角色。

And I think nonalcoholic beer is getting pretty good as a small part in this too.

所以酒精消费下降的原因有很多。

So there are lots of reasons why it's down.

我不禁想，下一代房地产开发会不会干脆不再设酒吧台了。

And I wonder if we will see the next generation of real estate development stay away from the wet bar.

你看现在的房子，酒吧台根本不是很多人看重的配置。

Like you like like, as you look at houses, wet bar is not at the top of a lot of people's list.

他们更想要家庭办公室，因为疫情之后很多人远程办公。

You know, they want home office because of COVID, work remote.

他们想要桑拿房、游泳池、游戏室，也许还有家庭影院。

They want sauna, pool, playroom, maybe movie theater.

不用了。

No.

我觉得我在这一点上有点特别。

I think I'm weird on that one.

但吧台呢，

But wet bar

很明显，家庭影院是，

Clearly, movie theater is

对大多数人来说，家庭影院还是比吧台更受欢迎。

still I would say movie theater is above wet bar for most people.

是的。

Yeah.

但以前吧台是必须得有的东西。

But wet bar used to be like, you gotta have it.

当时那房子才两千平方英尺大。

Like, it was in a it was in a 2,000 square foot house.

那根本就是个售价八万六千美元的入门小屋。

Like, like, it was in like a starter home that cost $86,000.

而那个开发商或者住那儿的人还说，没错。

And the and the builder or whoever lived in this house was like Yeah.

我们这儿非得有个湿酒吧不可。

Well, we gotta have a wet bar here.

所以我们就把。

So let's

2026年，湿酒吧和家庭数据中心的地位彻底对调了。

Twenty do '26 was the year that wet bar and home home data centers swapped.

你觉得家庭数据中心会火起来吗？

Oh, you think the home data center thing is gonna take off?

那些小设备将来得堆成摞了。

The tiny boxes are gonna be stacking up.

是的。

Yeah.

但你有没有注意到，

But Did you see Yeah.

马修·麦康纳曾经把自己放逐出好莱坞，改名马特奥，

That Matthew McConaughey once exiled himself from Hollywood and lived as Mateo

什么？

What?

去了秘鲁。

In Peru.

没有吧。

No.

这真的假的？

Is this real?

整整二十二天都没电。

For twenty two days without electricity.

哦。

Oh.

他说，得脚踏实地一下。

He said, needed to get my feet on the ground.

于是我就退出了。

So I clicked out.

啪，直接去秘鲁。

Boom.

去秘鲁。

Go to Peru.

我需要找到它，来确认一下真实性。

I needed to find it to check the validation.

我知道它确实存在。

I knew I had it.

我只是得亲自去验证一下。

I just had to go prove it.

我一直在想，但自从我突然出名后，我确实开始怀疑了。

I wonder But I did question now that I just got famous.

我身上现在堆满了各种头衔和标签，我得弄清楚哪些是真实的，哪些是扯淡。

I've got all this affiliation for this and that and the other and I'm trying to decipher which part's real and which part's BS.

我需要认识一些只认识我作为马特奥的人。

I needed to meet people who knew me as Mateo.

二十二天结束时，他们眼中的泪水、我眼中的泪水，还有告别的拥抱，所有这些情感都源于他们认识的那个叫马特奥的人——一个跟名人毫无关系的普通人。

And at the end of twenty two days, the tears in their eyes and the tears in my eyes and the hugs we had on the sadness and happiness of saying goodbye were all based off the man they met named Mateo, who had nothing to do with a celebrity.

这让我重新确认了：嘿，我依然还是我。

It reaffirmed my own identity that, oh, I still got it.

这一切都源于真实的我。

This is based on me.

也许那就是真正的我：去秘鲁，用假名生活，二十二天没有电。

That's might be Alpha and going to Peru adopting a fake name and living for twenty two days without electricity.

是的。

Yeah.

每次听到马修说话，总能听到一些特别有道理的话。

Because every time I hear Matthew speak, there's always some wisdom that comes through.

他真做到了吗？

Did he pull this off?

泰勒，你这周错过去中国的机会了，等等。

Tyler, you missed your opportunity to go to China this week Wait.

只要发张照片，说声谢谢中国，感谢你们让我在这次意义重大的访问期间，有机会来到你们了不起的国家。

And just simply post a picture and say, thank you for thank you to China for allowing me to be here in your incredible country during this incredibly significant visit.

但你现在去秘鲁还来得及。

But it's not too late to go to Peru.

兰博基尼说，他们很自豪地宣布推出兰博基尼菲诺梅诺。

Lamborghini says they are proud to announce Lamborghini Phenomeni Phenomeno.

这名字我真念不出来。

I cannot pronounce this.

跑车。

Roadster.

这是兰博基尼有史以来最强劲的敞篷车，仅限生产15台。

It's the most powerful open top ever created by Lamborghini limited to 15 units.

你看这车，Jordi。

Look at this, Jordi.

说说你什么感觉。

Tell me what you think.

我在看呢。

I'm looking.

明白了。

Okay.

搭载经典的1080马力发动机。

Powered by an iconic ten eighty CV.

听着像NVIDIA的显卡。

Sounds like a NVIDIA graphics card.

自然吸气V12混合动力HPEV系统。

Naturally aspirated v 12 hybrid HPEV.

不好意思啊。

Sorry about that.

可乐喝多了。

Got a little bit too much Diet Coke.

车身采用航空级碳纤维一体式结构，配备先进的主动空气动力学系统，零到一百公里每小时仅需2.4秒。

Engineered with an aerospace inspired carbon fiber monofuselage advanced active aerodynamics and capable of zero to a 100 kilometers an hour in just two point four seconds.

这款Roadster带来纯粹的性能体验，展现V12引擎交响乐般的驾驶激情。

The Roadster delivers pure performance with uncompromising driving emotion of v 12 symphony,

2026年还推出超级跑车，这想法有点怪啊。

Pretty you odd in 2026 to release a supercar.

是啊。

Yeah.

都不提车上的超级计算机吗？

And not talk about onboard supercomputing?

明白了。

Okay.

我开车的时候，能本地运行哪些模型呢？真的可以吗？

What what kind of, like, models can I expect to run locally True?

开车的时候能跑吗？

While I'm driving?

对吧？

Right?

这是第一个问题。

So that's the first question.

讽刺的是，特斯拉的车载算力其实很强，但反而被忽略了。

And ironically, Tesla has great onboard compute, and it is a lagging feature.

我们之前聊过这个吗？

Have we talked about this?

现在大模型和聊天机器人竞争这么激烈，简直不可思议。

Like, it is so crazy that the LLM, like, chatbot race is so intense.

你打开应用商店，满眼都是ChatGPT、Claude、Gemini，又是ChatGPT、Gemini、Claude，连Grok都进场了。

And you open up the App Store and it's ChatGPT, Claude, Gemini, ChatGPT, Gemini, Claude, and then even Grock is in the game.

现在Meta也有自己的Meta AI了。

Meta has Meta AI now.

人人都在训练基础模型，或者拿个东西包装一下，弄个聊天界面。

Like, everyone is training a foundation model and and or wrapping something and having a chat interface.

每家公司都有一套自己的方案和应对方法。

And every company is, like, has a has an answer, has a solution.

苹果算是落得最远的了。

Apple is, like, the most far behind.

他们到现在还靠着ChatGPT的集成。

They still have a ChatGPT integration.

他们正在搞Gemini的整合。

They're solving the Gemini thing.

在知识检索这种需求特别高的场景上，他们可能落后了一两年。

And they're maybe, like, a year or two behind in terms of, like, the knowledge retrieval use case that is in so in in such high demand.

如果你用iPhone，手机里装的都是ChatGPT、云服务、Gemini这些应用。

And if you have an iPhone, you get the ChatGPT app, the Cloud app, the Gemini app.

你 basically 一下就勾选了那个选项。

Like, you you you check that box really, really quickly.

对吧？

Right?

所以每个科技公司，比如微软的 Copilot，都得拿出一套自己的方案来应对怎么整合大模型。

And so every tech company, Microsoft Copilot, like, every company has had, like, an answer to, like, how are you integrating LLMs?

你怎么回答问题？

How are you answering questions?

你的聊天界面是什么样的？

What's your chat interface?

比如 Ramp 就有聊天界面。

Like, Ramp has a chat interface.

其实挺不错的，能用，也落地了。

It's really good, actually, and it works, and it's implemented.

他们没落后个五六年、十年，但每个汽车公司都比特斯拉落后了十年。

And they're not five years behind, ten years behind, but every car company is, like, ten years behind Tesla.

真不可思议，居然没人能把FSD直接复制到Rivian上，而且通用汽车的Super Cruise根本没法比，只能在特定路段使用。

It's crazy that no one that they haven't been able to figure out how to just, like, clone FSD into Rivian, and and GM has Super Cruise, which is nowhere near as effective because it only works on certain roads.

SpaceX把IPO时间表提前了，定价定在6月11日。

SpaceX accelerates IPO timeline targets June 11 pricing on

根本没这回事。

nothing.

纳斯达克。

The Nasdaq.

他们就这么定了。

So they went

第十二名吧，可能。

twelfth, maybe.

他们公布的日期是6月11号，路透社也这么报的。

They went with it says it says June 11 and Reuters.

还不到一个月了。

We're less than a month out.

有意思，他们选了纳斯达克。

And interesting that they're going with Nasdaq.

对。

Mhmm.

我猜这会让他们很快被纳入QQQ基金。

This would, I imagine, get them allocated into QQQ really quickly.

我知道这本来就是他们的重点。

And I know that was a priority.

ETF是什么？

Which are ETFs?

是的。

Yeah.

在这期间，

During this That during this will

会很精彩。

be exciting.

ChatGPT推出了个人理财功能。

ChatGPT launched personal finance features.

对。

Yes.

而且这是和Plaid合作推出的。

And this was in partnership with Plaid.

对吧？

Right?

对。

Yeah.

我觉得底层用的是 Plaid。

I think Plaid's under the hood.

这真的

This is really

很酷，因为我们之前聊过

cool because we were talking

我打算让扎克去试试。

I'm gonna Zach play around with it.

我们之前跟扎克聊过，觉得很多人开始用Plaid配合大语言模型，把个人财务数据都抓进来，搞清楚自己钱花哪儿了，还能做不少事，你知道的，就像Mint.com那样。

We were talking to Zach about we were like, oh, like like, I have to imagine that a lot of people are starting to use Plaid alongside alongside LLMs to suck in all of their per personal financial data and sort of understand what they're spending things on and and doing a lot of the you know, there's a mint.com.

现在也有各种服务，能分别处理一些零碎的功能。

There there there's different services that can do little pieces here and there.

还有专门的服务，能帮你查清楚你到底订阅了多少个东西。

There's a whole service that just figures out if you're subscribed to multiple things.

我是说，我有两个Netflix账号。

I mean, I have two Netflix subscriptions.

我可以把它们合并成一个。

Let me consolidate that down.

光是知道这一点，就已经很好了。

Even just knowing, okay.

比如你现在发现自己在加油或者买菜上花了很多钱。

You're spending a lot on gas now or groceries.

这符合你的预期吗？

Is this what you expected?

这些功能都很有帮助。

All that can be helpful.

扎克当时默默承认，他早就深度依赖AI，结合Plaid把所有个人财务数据都连到了自己搭建的仪表盘上。

And and and Zach was sort of quietly admitting that he has clearly been very AI pilled in conjunction with Plaid and had been wiring up all of his personal finances to dashboards that he'd been building.

所以我猜，这些功能很大程度上也被融入到了这个产品里。

And so I imagine that a lot of that was brought into this product.

很期待看到大家去试用，提出问题。

So excited to see people play around with it and ask questions.

我喜欢迪利普·拉奥画的这张漫画，讲的是大语言模型的上下文学习。

I like this this cartoon from Dilip Rao, in context learning in LLMs.

泰勒，你大概能解释一下这个。

Tyler, you can probably explain this.

这个人带着机器人去刷篱笆，刷完两块木板后，开始刷第三块，然后把油漆桶递给机器人，说：继续。

The man walks out with his robot to paint the fence, paints two full planks, starts painting the third plank, gives the paint bucket to the robot and says continue.

机器人说：明白了。

The robot says, got it.

你往下翻，机器人做了什么？

And as you scroll down, what did the robot do?

它完美地重复了模式，但没刷第三块板子。

Repeated the pattern perfectly, not painting the third thing.

对。

Yeah.

它不会举一反三。

Doesn't generalize.

它不会举一反三。

Doesn't generalize.

这算是

That's a

个笑话吧。

joke, I guess.

你觉得这可能吗？

Do you think this is possible?

你觉得这能解决吗？

Do you think this is solvable?

可以。

Yes.

你说的‘可以’是指什么时间？

What time Yes.

鹰通常什么时候开始捕猎？

What time do eagles start hunting?

鹰通常什么时候开始捕猎？

What time do eagles start hunting?

我不清楚。

I don't know.

日出后不久。

Just after sunrise.

日出后不久。

Just after sunrise.

鲨鱼什么时候开始觅食？

What time do sharks start feeding?

日出后不久？

Just after sunrise?

黎明时分。

Dawn.

黎明时分。

Dawn.

明白了。

Okay.

好的。

Okay.

所以你是想当鲨鱼还是鹰？

So do you want if you wanna be a shark or an eagle

好的。

Okay.

起来干起来吧。

Get up and get after it.

谢谢陪我聊天。

Thanks for hanging out.

是的。

Yeah.

这真是一期经典的节目。

It's been a really classic show.

这感觉就像2024年的秋天。

This feels like a fall twenty twenty four

这节目很棒。

It's a great show.

一集。

Episode.

希望你们喜欢这期节目。

We hope you enjoyed it.

在苹果播客和Spotify上给我们打五颗星吧。

Leave us five stars on Apple Podcast The Spotify.

去tbpn.com订阅我们的通讯吧。

Sign up for a newsletter at tbpn.com.

希望你度过一个

Hope you have a

美好的星期一。

wonderful Monday.

愉快的周末。

Weekend.

又是一周过去了。

Another week.

闪光弹。

Flashbang.

是的

Yeah.

再见。

Goodbye.