GTA VI，终于，终于要来了？

欢迎收听TechCrunch为2026年六月节特别准备的回家路上节目。

Welcome to the TechCrunch ride home for Juneteenth twenty twenty six.

我是布莱恩·麦卡洛。

I'm Brian McCullough.

今天，英特尔股价上涨了，因为特朗普称苹果同意与它在美国合作生产芯片。

Today, Intel stock popped after Trump said Apple agreed to build chips with it in America.

Waymo因为自动驾驶出租车在施工区域频频出错，已将它们从高速公路上撤下。

Waymo yanked his robotaxis off highways over construction zone blunders.

《侠盗猎车手VI》的预售终于定在6月25日开启。

GTA VI preorders are finally happening June 25.

当然，还有这个周末的深度阅读推荐。

And of course, the weekend long read suggestions.

以下是今天你错过的科技圈大事。

Here's what you missed today in the world of tech.

你是不是觉得，非得自己搭建一套搜索引擎的数据抓取系统不可？

Think you have to build your own search engine scraping infrastructure?

再想想吧，各位。

Think again, folks.

SERP API 能帮你搞定所有搜索引擎数据抓取的需求。

SERP API can take care of all your search engine scraping needs.

它让 AI 产品可以直接通过编程获取实时的网页搜索数据。

It lets AI products access real time web search data programmatically.

根本不需要自己搭建抓取系统。

No scraping infrastructure required.

他们的 API 能从 Google、Amazon 和 YouTube 等主流搜索引擎获取结构化的 JSON 数据。

Their APIs offer structured JSON data from all the top search engines, including Google, Amazon, and YouTube.

很多顶尖科技公司已经在用 SERP API 来驱动他们的 AI 助手、市场分析工具和自动化研究流程。

Top tech companies already use SERP API to power their AI agents, their market intelligence tools, and their automated research workflows.

来看看它怎么帮到你和你的团队。

See how it can help you and your team.

SERP API 每月提供 250 次免费搜索。

SERP API provides 250 free searches per month.

去 serpapi.com 看看吧。

Go check it out at serpapi.com.

就是 S-E-R-P-A-P-I 点 com。

That's SERP, serp, api.com.

据 CNBC 报道，有更多迹象表明苹果可能至少在某些方面重新回归英特尔。

More signs that Apple might be returning to the Intel fold at least in some capacity, quoting CNBC.

周四，特朗普总统称英特尔已与苹果达成协议，将在美国设计和制造芯片，消息传出后，英特尔股价应声上涨了 10%。

Intel's stock rose 10% on Thursday after President Donald Trump said the semiconductor company had agreed to a deal with Apple to design and build chips in The US.

英特尔股价最近大幅攀升，而此前它已经多年低迷，失去了市场主导地位。

Intel's stock has seen significant gains recently after struggling for years, having relinquished its dominant market position.

过去十二个月里，股价飙升了 464%，公司市值达到 6087 亿美元。多年来，英特尔在人工智能竞赛中几乎置身事外，因制造延误和缺乏主要客户而迟迟未能推进芯片代工业务。

The stock has surged 464% in the past twelve months, with the company hitting a market cap of $608,700,000,000 For years, Intel largely sat out the AI race as it grappled with manufacturing delays and awaited a major customer for its chip fabrication business.

但自去年年初上任的首席执行官陈立武，通过吸引英伟达和特朗普政府的投资，重新点燃了华尔街对这家困境芯片企业的兴趣。

But CEO Lip Bu Tan, who took the helm early last year, has revived Wall Street interest in the struggling chipmaker by drawing investments from Nvidia and the Trump administration.

特朗普周四在 Truth Social 上说：‘我决定支持英特尔，因为我们必须在美国本土设计和制造自己的芯片。’

I decided to help Intel because we need to design and build our chips right here in America, Trump said Thursday on Truth Social.

首先，我们促成了英伟达的合作，他们同意让英特尔代工生产第一代芯片，”他补充道。

First, we helped bring in Nvidia, and they agreed to build their first level chips with Intel, he added.

接下来，马斯克也决定与英特尔技术团队联手，建造全球最大的芯片工厂——TeraFab。

Next, Elon agreed to build his TeraFab, the largest chip factory in the world designed together with Intel's technology team.

TeraFab项目是英特尔重资本投入的代工业务获得的首个重大外部订单，此前这家公司只为自己生产芯片。

The TeraFab project is the first major outside commitment for Intel's capital intensive foundry business, which had only manufactured chips for its own products.

尽管中东冲突扰乱了供应链并推高了油价，但人工智能热潮至今仍保护了相关股票，尤其是那些与AI基础设施紧密关联的公司。

While conflict in The Middle East has disrupted supply chains and seen oil prices skyrocket, the AI boom has so far insulated stocks, especially those tied to infrastructure around the technology.

截至今年，由30家美国最大半导体公司组成的纳斯达克费城半导体指数已上涨90%，”这是引述。

NASDAQ's Philadelphia Semiconductor Sector Index comprising the 30 largest US traded chip companies is up 90% so far this year, end quote.

文件显示，Waymo已将其自动驾驶出租车从高速公路上撤下，原因是发现其车辆至少13次误入正在施工的高速路段。

Filings reveal that Waymo has pulled its robotaxis from highways after finding more than 13 instances of Waymo cars driving into highway sections under construction.

据TechCrunch报道，其中6起发生在四月的亚利桑那州凤凰城，另外7起发生在五月的加利福尼亚州旧金山。

Quoting TechCrunch, Six of these happened in Phoenix, Arizona in April and seven occurred in San Francisco, California in May.

Waymo已于5月19日将所有自动驾驶出租车全面撤出高速公路，据向国家公路交通安全管理局提交的文件，目前正针对这一问题开发解决方案。

Waymo pulled the TROBA taxis from all highways on May 19, and a fix for the problem is currently under development according to filings with the National Highway Traffic Safety Administration.

公司并没有将车辆全面停驶，仍继续在普通道路上运营，只是在可能引发洪水的恶劣天气期间会暂时中断服务。

The company is not pulling vehicles off the road and is still operating on surface streets, though it has periodically paused service during severe weather that could lead to flooding.

Waymo在给TechCrunch的声明中表示：我们已识别出在高速公路施工区域的性能方面有待改进的地方。

We identified an area of improvement regarding performance around freeway construction zones, Waymo said in a statement to TechCrunch.

上个月，我们在改进期间主动限制了高速公路运营，提前通知了州和联邦监管机构，并决定向NHTSA提交自愿软件召回。

We voluntarily restricted freeway operations last month while making improvements, proactively notified state and federal regulators and decided to file a voluntary software recall with NHTSA.

这是Waymo为其自动驾驶出租车发出的第六次召回。

This is the sixth recall Waymo has issued for its robotaxis.

今年五月，公司因车辆驶入积水路段而召回了车辆；去年十二月，又因车辆在校车附近出现违规行为再次召回。

In May, the company recalled its robotaxis after they drove into flooded roads, and in December it issued one to address its vehicle's illegal behavior around school buses.

此前，Waymo还曾因自动驾驶车与链条、围栏、电线杆发生低速碰撞，以及处理拖车问题而发布过召回。

Waymo has previously issued recalls to fix low speed collisions with chains and gates and telephone poles and one to solve a problem regarding towed trucks.

目前，NHTSA和国家运输安全委员会正在调查Waymo的驾驶软件，起因是今年一月其一辆自动驾驶车在一所学校附近撞到了一名儿童。

The company's driving software is currently under investigation by the NHTSA and National Transportation Safety Board regarding its behavior around school buses after one of its robotaxis struck a child near a school in January.

隶属于Alphabet的Waymo表示，其车辆已累计自动驾驶超过1.7亿英里，并声称与人类驾驶员相比，严重受伤或更严重事故的发生率降低了13倍。

Alphabet owned Waymo says its vehicles have driven more than a 170,000,000 miles autonomously and claims they have demonstrated a 13 x reduction in serious injury or worse crashes when compared to human drivers.

这家机器人出租车公司正处在大规模扩张阶段，今年计划在超过20个城市上线服务，包括伦敦和东京。

The robotaxi company is in the middle of a massive expansion planning to launch in more than 20 cities this year alone, including in London and Tokyo.

这次扩张暴露了不少自动驾驶系统难以应对的特殊情况，如今高速公路施工区域就是其中之一。

The expansion has helped highlight a number of edge cases that Waymo's robotaxi software has struggled with, which now includes highway construction zones.

Waymo在2025年11月开始提供高速路服务，据其向NHTSA报告，今年4月中旬在凤凰城，其车辆未能识别匝道关闭标志，径直驶入了预先规划的施工区域。

Waymo, which started offering highway rides in November 2025, told the NHTSA that its robotaxis did not recognize and drove past ramp closure signs into pre planned freeway construction zones in mid April in Phoenix.

经过评估后，公司现场安全委员会暂时限制了该市的高速路运营，直到问题得到解决。

After a review, the company's field safety committee restricted freeway operations in the city while Waymo worked on a fix.

NHTSA的文件显示，5月18日，有七辆Waymo车辆因系统优先避让其他高速路危险或未能识别施工区域，误入了旧金山湾区正在施工的车道。

The NHTSA documents show on May 18, seven Waymo robotaxis drove into highway lanes under active construction in the San Francisco Bay Area because the company software was prioritizing the avoidance of other freeway hazards and or failing to recognize the construction zone.

第二天，公司就暂停了所有高速路驾驶功能。

The company suspended all freeway driving the following day.

Waymo的安全委员会于6月8日决定发起此次召回。

Waymo's safety board decided to issue the recall on June 8.

一些相关事件的视频在5月19日被上传到了社交媒体上。

Footage of some of these incidents was shared on social media on May 19.

前乘客埃利奥特·斯莱德上传了一段视频，称一辆Waymo汽车冲过了路锥，还说后面有警察在追。

Ex user at Elliot Slade posted a video where they claimed a Waymo blasted through cones and said it was chased by police.

斯莱德上个月对CBS新闻说，当时路上明明有施工标志。

There were construction signs, Slade told CBS News last month.

警示灯在闪，远处还有警察，可车却突然加速了。

There were lights going on, police in the distance, and it sped up.

那一刻，我转头看了我的未婚妻。

That's when I looked at my fiance.

我们完了。

We're done.

就到这儿了。

This is it.

我们没命了。

We're dead.

我们就要死在这辆Waymo里了。

We're going to die right here in the Waymo.

根据CBS的报道，Waymo向斯莱德提供了三次免费乘车机会，每次最高40美元。

Waymo offered Slade, quote, three free rides up to $40 each in the future according to CBS, end quote.

终于，事情好像要成真了，这是Kotaku的说法。

At long last, it appears to finally be happening, quoting Kotaku.

《侠盗猎车手VI》将于11月19日发售。

Grand Theft Auto VI is launching on November 19.

有些人看到这种说法可能会翻白眼，这完全可以理解。

Some of you might roll your eyes at the seeming certainty of that statement, and understandably so.

Rockstar和Take Two已经多次推迟这款游戏，但这次我真的觉得，《侠盗猎车手VI》会按原计划正式上线。

Rockstar and Take Two have delayed the game a few times now, but this time, I'm feeling very confident that GTA VI is actually, for real, seriously launching as planned.

为什么这么说？

Why?

因为Rockstar把所有社交媒体账号都改成了粉色。

Because Rockstar has made all their social media accounts pink.

周四，Rockstar Games宣布，《侠盗猎车手VI》的预购将于6月25日开启。

On Thursday, Rockstar Games announced that preorders for GTA six would go live on June 25.

与此同时，游戏的官方封面也公布了。

Alongside that news came the reveal of the game's official cover art.

看起来超酷，完全有那种《侠盗猎车手：罪恶都市》在PS2上的味道。

It looks rad and has some serious GTA Vice City on PS two vibes.

就在这一切发生的时候，Rockstar把旗下所有社交媒体账号的头像和横幅都换了，之前用的是经典的黄色Rockstar标志。

And as all of this was happening, Rockstar Games went around and changed all of the profile pics and banners found on the company's various social media accounts before they featured the old classic yellow Rock star logo.

但现在，所有账号都换成了粉紫色的棕榈树，上面还贴着霓虹白的Rockstar标志。

Now, however, they all feature purple and pink palm trees with a neon white Rockstar logo plastered on top.

这有什么意义呢？

Why does this matter?

这让我觉得，公司已经正式进入《侠盗猎车手VI》的营销阶段了。

Well, it signals to me that the company has officially entered GTA VI marketing mode.

过去的经验表明——虽然能参考的不多，毕竟Rockstar发游戏太慢，社交媒体时代也没出几款新作。

Historically, and there's not that much to go on because Rockstar's slow release schedule means they haven't put out all that many new games in the social media era.

一旦公司换了头像，进入这个营销阶段，就再也不会宣布延期了。

Once the company switches its icons and enters this phase of marketing for a game, it doesn't announce a new delay.

你可以回看Rockstar的Facebook页面，2018年5月他们把头像换成《荒野大镖客：救赎2》主题的标志后，虽然之前宣布过延期，但游戏最终还是按原计划在2018年10月上线了。

You can look back at Rockstar's Facebook page to see that once the company swapped its icon for a Red Dead Redemption two themed logo on May 2018, a few months after announcing a delay, the game stuck to its October 2018 launch date.

一旦Rockstar和Take Two开始展示封面、收钱、更换社交媒体的头像和横幅，基本就可以确信，除非发生什么灾难性事件，否则所有人都对游戏按计划发布充满信心。

Essentially, once Rockstar and Take Two start showing off the cover, taking people's money, and swapping social media icons and banners, you can be pretty damn sure that everyone involved is confident that the game is coming out as planned barring some catastrophic event.

所以只要从现在到11月世界没崩，GTA VI就会按计划在11月19日登陆PS5和Xbox平台。

So as long as the world doesn't end between now and November, GTA VI will launch as planned on November 19 on PS five and Xbox, end quote.

如果当前AI技术的水平已经足够支撑我们未来的智能代理系统，那六个月后，当开源、开放权重的AI模型达到今天顶尖模型的水平时，又会怎样？

Again, if the current state of the art in AI proves to be sufficient to run our agentic future, then what happens six months from now when open weight, open source AI models are equivalent to today's state of the art?

对很多人来说，什么时候才算‘够用了’，以至于他们不再愿意为大厂的模型付费？

When is good enough good enough for a lot of people not to need to pay the major model players?

最近AI圈里热议的GLM-5.2模型，因为它在人工智能分析指数上以51分成为目前最强的开源权重模型。

Apparently, a model called GLM-5.2 is getting a lot of attention in AI circles because it is now the leading open weights model on artificial analysis intelligence index scoring 51.

相比之下，Fable 5s得了60分，Opus 4.8s得了56分，GPT-5.5得了55分——数据来自implicator.ai。

By comparison, Fable 5s scored 60, Opus 4.8s scored 56, and GPT-5.5 scored 55, quoting implicator.ai.

人工智能分析机构本周在6月16日的一篇帖子中宣布，Z AI的GLM-5.2是其智能指数榜单上排名第一的开源开放权重模型。

Artificial Analysis this week named Z AI's GLM-5.2, the leading open source open weight model on its intelligence index, the independent benchmarking firm said in a post on June 16.

该模型在 v4.1 指数上得了 51 分，比 GLM-5.1 提高了 11 分，并且采用 MIT 许可证发布，支持百万级上下文长度。

The model scored 51 on the v 4.1 index, up 11 points from GLM-5.1 and ships under an MIT license with a 1,000,000 token context window.

过去一周，独立评测者发现，它在多个任务上的表现与 Anthropic 的 Opus 4.8 不相上下，甚至更好，但成本却低得多。

Independent reviewers who ran it over the past week reported that it matched or beat Anthropic Opus 4.8 on several build tasks at a fraction of the cost.

YouTube 上做 AI 自动化频道的 Nate Herc 把 Claude 的代码切换到了 GLM-5.2，并运行了一整天。

Nate Herc, who runs the AI automation channel on YouTube, switched Claude code over to GLM-5.2 and ran it for a day.

他用同一个提示词测试，用 GLM-5.2 用时 3 分 59 秒完成一个网站搭建，而 Opus 4.8 花了 14 分 59 秒，他还说 GLM 消耗的 token 更少。

He clocked a one shot website build at three minutes fifty nine seconds against fourteen minutes fifty nine seconds for Opus 4.8 on the same prompt and said the GLM run used fewer tokens.

Herc 通过把 settings.local.json 里的 Anthropic 基础 URL 改成 Z AI，把代码转给了这个模型，他跟观众形容这就像换掉了汽车的发动机。

Herc routed clog code to the model by setting anthropic base URL to z AI in his settings.local.json, a swap he described to viewers as switching out the engine of a car.

他用的是每月 60 美元的 Z AI 计划。

He ran it on a $60 a month z AI plan.

但这模型并不是在所有方面都能赢过 Opus。

The model did not match Opus everywhere.

有一次直接对比，Herc 让 OpenAI 的 Codex 生成一个作业任务，然后让 Codex 评估两个模型的输出结果，Codex 认为 Opus 的回答更精准。

On one head to head, Herc had OpenAI's codex generate a homework task and then grade both outputs and codex judged Opus the more precise of the two.

报告提到一个重复数据的边界情况，GLM 在处理类似 true 和 1 这样的值时出了错。

It cited a duplicate records edge case, the GLM run missed where values such as true versus one tripped it up.

赫克表示，他工作中真正需要 Opus 的部分大概只占一到两成，其余大部分 GLM-5.2 都能搞定。

Herc put the share of his work that genuinely needs Opus at maybe 10 to 20% and said GLM-5.2 handled most of the rest.

朱利安·戈尔迪在6月14日把 GLM-5.2 和 Moonshots Kimi K2.7、Opus 4.8 对比测试，结果 GLM-5.2 赢了他五个项目中的四个。

Julian Goldie, who tested the model on June 14 against moonshots Kimi k two seven and Opus 4.8 said GLM 5.2 won four of his five build tests.

他在像素风格的跑酷游戏、液态金属球模拟、苹果风落地页和霓虹街机游戏上都选了 GLM，只有最后一个太阳系内轨道图给了 Kimi K2.7。

He gave it the edge on a temple run style voxel runner, a liquid metal ball simulation, an Apple style landing page, and a neon arcade game and handed the fifth and Inner Solar System Orbit map to Kimi K 2.7.

我真的没想到 GLM-5.2 能赢过 Opus 4.8，戈尔迪对观众说。

I can't believe GLM 5.2 is beating Opus 4.8, Goldie told viewers.

他提到这个模型太新了，还没出现在 OpenRouter 上。

He noted the model was so new it had not yet appeared on open router.

同一份人工智能分析报告也记录了更高的令牌消耗。

The same artificial analysis report recorded a higher token cost though.

GLM-5.2 每完成一个智能指数任务平均消耗四万三千个输出令牌，其中三万七千个是推理令牌，比 GLM-5.1 的两万六千多出不少，也超过了 Kimi K2.6 的三万五千。

GLM-5.2 spends 43,000 output tokens per intelligence index task of which 37,000 are reasoning tokens up from 26,000 for GLM-5.1 and above the 35,000 Kimi K 2.6 uses.

这样算下来，每项任务成本大约是0.046美元，而DeepSeek v4 Pro在最高设置下大约是0.05美元。

That works out to about zero four six dollars per task against roughly $05 for DeepSeek v4 Pro at its maximum setting.

人工分析仍然认为，这款模型在智能与成本的帕累托前沿上表现突出，因为它在同等智能水平的模型中单位任务成本最低。

Artificial analysis still place the model on its intelligence versus cost Pareto frontier, citing the lowest cost per task among models at its intelligence level.

以上就是结论。

End quote.

灵感来的时候，你通常不会正坐在桌前准备记笔记。

When inspiration strikes, you're usually not sitting at your desk ready to take notes.

说实话，有些想法说出口比打字输入手机里还容易。

And honestly, some ideas are easier to say out loud than to type into your phone.

这时候就轮到Plod NotePin S登场了。

That's where Plod NotePin S comes in.

它是一个小巧的可穿戴AI设备，大小跟一节五号电池差不多，能让你完全解放双手，随时记录想法和对话。

It's a small wearable AI powered device about the size of a AA battery that lets you capture ideas and conversations completely hands free.

所以在那些懒得掏手机的间隙时刻，你只需轻点一下，就能继续做自己的事。

So in those in between moments when pulling out your phone just feels like too much, can just tap once and keep going.

Plaud 会自动把你的录音转成可搜索的笔记、摘要和思维导图，方便你日后使用。

Plaud automatically turns what you record into searchable notes, summaries, and mind maps you can actually use later.

Plaud 还非常注重隐私，符合企业级安全标准，包括 SOC 2、HIPAA 和 GDPR 认证。

Plaud's also designed with privacy in mind with enterprise grade standards including SOC two, HIPAA, and GDPR compliance.

了解更多请访问 plaud.ai/tbrh。

Check it out at plaud.ai/tbrh.

网址是 plaud.ai/tbrh，使用代码 tbrh 可享十美元优惠。

That's plaud.ai/tbrh, and use code t b r h for 10 off.

你想在客户最需要你的时刻出现，而不是等他们注意力转移之后才跟进。

You wanna meet your customers in the most relevant moments, not after their attention is elsewhere.

所以用 Twilio，你可以把零散的营销活动整合成连贯的客户旅程，确保每一条推广信息都能在合适的时机，通过客户偏好的渠道送达，比如短信、RCS、WhatsApp 或其他方式。

That's why with Twilio, you can transform fragmented campaigns into orchestrated customer journeys, helping ensure every promotion reaches the right person on their preferred channel, whether that's SMS, RCS, WhatsApp, or others.

Twilio 让品牌能在客户最在意的时刻，通过他们喜欢的渠道触达他们，而且全部都在一个平台上完成。

Twilio helps brands reach customers on the channels they love right when it matters most and all from a single platform.

Twilio 的 API 驱动架构，还让开发者和市场人员能灵活搭建定制化的推广流程、触发式活动，以及贴合业务需求的动态消息逻辑。

Twilio's API first approach also gives developers and marketers the flexibility to build custom promotional workflows, triggered campaigns, and dynamic messaging logic tailored to their business needs.

通过实时行为信号，比如浏览记录、刷卡活动和线下门店互动，系统能及时推送精准相关的优惠，让你的品牌始终在线、始终贴心。

Real time behavioral signals like browsing, card activity, and in store activations activate timely, relevant offers to customers so your brand is always on and always personal.

立即开始使用，请访问 twilio.com/tbone。

Get started at twilio.com/tbone.

就是 twilio.com/tbone。

That's twilio.com/tbone.

接下来是周末长文推荐。

Time for the weekend long read suggestions.

首先，期刊报道了谷歌如何借鉴英伟达的策略布局自己的AI芯片业务，包括斥资32亿美元资助纽约一个数据中心，向Anthropic出租TPU。

First up in the journal sources detail how Google is using Nvidia's playbook to build out its AI chip business, including providing $3,200,000,000 to fund a New York data center renting TPUs to Anthropic.

报道称，直到最近，英伟达几乎独占了这个市场，其图形处理器（GPU）因在训练和运行AI模型方面的强大性能而备受科技公司青睐。过去一年，随着AI竞赛逐渐演变为对计算资源的争夺，虽然其他竞争者开始入场，但没有哪家比谷歌更具威胁。

Quote, until recently, Nvidia all but had that market to itself, its graphics processing unit or GPUs coveted by tech companies for their power to train and run AI models as the AI race has morphed over the past year into a contest for computing resources, though challengers have begun to edge in none of them more formidable than Google.

AI基础设施公司Terrowolf的联合创始人兼首席执行官纳扎尔·汗表示：‘现在有这么多资金雄厚的公司都深信，计算市场将带来巨大的价值。’Terrowolf正与谷歌支持的云服务商FluidStack合作开发Lake Mariner项目。

You have all these very well capitalized companies who are big believers that this market around compute is going to have tremendous value, said Nazar Khan, co founder and chief executive officer of the AI infrastructure company Terrowolf, which is developing Lake Mariner with FluidStack, a Google backed cloud provider.

他们都想参与这场竞争。

They want to be in the game.

他们可不想掉队。

They don't want to be left behind.

为了把客户拉过来买它的芯片，也就是张量处理单元，Google 模仿了 Nvidia 的做法，用财务担保帮数据中心以更低的成本借钱，还提供一种所谓的循环融资，也就是它投出去的钱，有一部分会以购买芯片的形式回流回来。

In corralling customers for its chips known as tensor processing units or TPUs, Google has mimicked Nvidia's practice of using financial guarantees to help data centers raise cheaper debt and provide so called circular financing in which some of the money it invests flows back in the form of chip purchases.

据知情人士透露，其云业务领导层的变动，让大家觉得紧迫感更强了。

A shakeup in the leadership of its cloud unit has increased the level of urgency people familiar with the matter said.

Nvidia 和 OpenAI 关系密切，而且还是它的主要投资者。

Nvidia has a close partnership with and is a major investor in OpenAI.

谷歌和 Anthropic 也有类似的合作关系，同时它还有自己的前沿模型 Gemini。

Google has a similar relationship with Anthropic as well as its own frontier model Gemini.

无论是在私下还是公开场合，黄仁勋都刻意淡化谷歌有能力与其公司展开实质性竞争的可能性。

In private and in public, Jensen Huang has played down Google's ability to compete with his company meaningfully.

今年四月，黄仁勋在播客主持人 Dwarkesh Patel 的节目中提到，英伟达在定制芯片（也就是所谓的 ASIC）领域相比谷歌和其他厂商拥有巨大的领先优势，并指出 Anthropic 是谷歌 TPU 唯一重要的外部客户。

In April appearing on the podcaster Dwarkish Patel's show, Wong said Nvidia enjoys a wide lead over Google and other makers of custom chips known as ASICs and argued that Anthropic is Google's only significant external customer for the TPU.

他说："我们的市场研究数据远超任何 TPU 或 ASIC 所能拥有的规模。"

Our market research is far greater than any TPU or ASIC can possibly have, Huang said.

我真想看看他们怎么证明TPU的成本优势。

I would love to hear them demonstrate the cost advantages of TPUs.

在我看来，这完全说不通。

It makes no sense in my mind.

作为迄今为止最直接的挑战，谷歌最近与黑石达成了一笔50亿美元的交易，成立一家新的云服务公司，与CoreWeave和Nebius竞争——这两家公司都依赖英伟达的硬件栈。

In its most direct challenge to date, Google recently struck a $5,000,000,000 deal with Blackstone to establish a new cloud services company that would compete with CoreWeave and Nebius, two Nvidia backed cloud providers that exclusively use the ChipGiant's hardware stack.

科技分析师斯泰西·拉斯金在贝恩公司表示，相比几年前，他们现在明显更善于抓住机会，也更积极地把现有资源变现。

They're clearly being more opportunistic and more aggressive about monetizing what they have relative to a few years ago, said Stacy Raskin, a tech analyst at Bernstein.

但几年前，这样的机会根本不存在。

But a few years ago, the opportunity wasn't there.

如今，我们听到的全是：算力根本不够用。

Today, all we're hearing is that nobody has enough compute.

普华永道的一项研究指出，人工智能正在奖励那些用它来提升人力技能的公司，而让那些只拿它来削减成本的公司越落越远。

Then a PwC study suggests that AI is rewarding companies that use it to enhance human skills while leaving further behind those that use it to merely cut costs.

据彭博社报道，一项新研究显示，人工智能正把全球劳动力市场推向两个相反的方向：一边奖励用AI增强人力技能的企业，另一边则让那些仅用AI裁员降本的企业进一步掉队。

Quoting Bloomberg, Artificial intelligence is pulling the global labor market in two opposite directions rewarding companies that use AI to enhance human skills while leaving those who use it merely to cut costs further behind, a new study suggests.

根据普华永道的一项研究，2025年需要特定AI技能的岗位增长速度几乎是整体就业市场的八倍。

Roles requiring specific AI skills increased almost eight times faster than the total job market in 2025 according to a PricewaterhouseCoopers LLP study.

这类岗位的薪资涨幅也更高。普华永道《2026年AI岗位风向标》报告显示，能够利用AI增强人类创造力和判断力的职位增长最快，他们举了放射科医生和招聘专员为例。

Such roles are also seeing higher wage growth, the PwC twenty twenty six AI jobs barometer report showed jobs that can use AI to amplify human skills such as creativity and judgment are rising the fastest with PwC naming radiologists and recruiters as examples.

而那些AI让非专业人士更容易完成的任务，比如IT服务经理和医疗秘书，增长则要缓慢得多。

Jobs where AI makes the task easier for non experts to perform, such as IT service managers and medical secretaries, are seeing much slower growth.

普华永道全球首席AI官乔·阿特金森表示，公司发现，将AI用于提升专业能力、加速创新并创造全新价值，才能获得最大的回报。

The company is seeing the greatest returns on AI are using it to amplify human expertise, accelerate innovation and create entirely new sources of value, said Joe Atkinson, PwC's global chief AI officer.

这些公司的生产力和增长速度，明显超过了那些主要聚焦于自动化的公司。

They're pulling further ahead on productivity and growth than companies that focus primarily on automation.

这份报告基于来自27个国家和地区超过10亿条招聘信息，整合了劳动力市场、财务和职业数据，追踪AI如何重塑工作、技能、薪资和生产力。

The report drew on data, including over 1,000,000,000 job postings across 27 countries and territories, combining labor market, financial and occupational information to track how AI is reshaping work, skills, wages and productivity.

引用完毕。

Quote.

最后，今天来自The Verge的消息，我之前都不知道iOS有这个功能，但听起来挺实用的。

Finally, today from The Verge, I didn't know this was a feature in iOS, but this sounds useful to me.

顺便说一下，苹果在2024年推出了一项车辆运动提示功能，它能调用你设备的加速度计和陀螺仪，减轻甚至像我这样彻底消除在行驶的车里用iPhone、iPad或MacBook时产生的晕车感。

So FYI, quote, introduced in 2024, Apple's vehicle motion cues promise to tap into your device's accelerometer and gyroscope to reduce or in my case, eliminate the motion sickness felt when trying to use an iPhone, iPad, or MacBook inside a moving vehicle.

据Big S Science解释，这种乘车时的晕车现象，是因为眼睛盯着静止的屏幕，而内耳却感受到车辆转弯、刹车和加速的运动。

According to Big S Science, this type of vehicle motion sickness is caused by the eyes staring at a static display while the inner ear feels the car turning, braking, and accelerating.

运动提示功能通过在屏幕边缘周围显示一些移动的点来解决这个问题，这些点会和车的运动同步。

Motion cues solve this by placing dots around periphery of the display that move in harmony with the motion of the car.

当车向右转弯时，这些点会从左往右划过屏幕。

When the car turns right, the dots sweep across the screen to the left.

当车刹车时，这些点就会向前滑动。

When the car breaks, the dots slide forward.

听起来很荒谬，但我得说，这真的管用。

It sounds preposterous, but I'm here to tell you that it actually works.

开启之后，我能在手机的Kindle应用里舒服地读上好几个小时的书，甚至在老婆开房车去下一个目的地时，写过上千字的评测。

Once enabled, I've comfortably read books in the Kindle app on my phone for a few hours at a go and even written thousand word reviews while my wife drove our camper van to the next destination.

她现在也开了苹果的这项功能，因为这彻底改变了我们路上工作和生活之间的平衡方式。

She uses Apple's vehicle motion cues now too because they've been a game changer for how we balance work with life on the road.

车辆运动提示功能可以在 iOS、iPadOS 和 macOS 的辅助功能设置中进行配置。

Vehicle motion cues can be configured under accessibility settings in iOS, iPadOS, and macOS.

你可以选择开启、关闭，或者设置为当检测到车辆移动时自动显示。

They can be turned on, off, or set to appear automatically when vehicle motion is detected.

我通过双击手机背面，实现了快速开关运动提示的功能。

I made it easy to quickly toggle the motion cues on and off by double tapping the back of my phone.

想这么做的话，就去辅助功能、触控、后背轻点，把双击手势设为车辆运动提示，适用于支持 iOS 18 及以上系统的设备。

To do the same, head over to accessibility, touch, back tap, and set the double tap gesture to vehicle motion cues on devices supporting iOS 18 and above, end quote.

这个周末没有加更节目了。

No weekend bonus episodes for you this weekend.

周一再聊。

Talk to you on Monday.