AI 智能体正走向现实世界

一方面，人们还在争论个人代理到底有没有市场。

On the one hand, people continue to debate about whether there is actually a market for personal agents.

有些人认为这是硅谷创业者搞错了方向，人们其实并不想在个人生活中追求优化和效率。

Some think that this is one where Silicon Valley entrepreneurs just have it wrong, that people don't actually want optimization and productivity in their personal lives.

另一些人则认为这种看法太片面了，因为除了人们真正喜欢的那些任务，比如某些类型的购物，还有无数琐碎烦人的小事，他们巴不得能自动化处理掉。

Others argue that that's a reductive view, and that for all of the tasks that people actually enjoy, like certain types of shopping, there are a million other small, annoying tasks that they would love to have automated away.

这场争论越来越多地有了新的证据，随着Muse和GrokBot这样的代理越来越受欢迎，它们正从屏幕里走出来，进入现实世界。

Increasingly, that debate is getting new evidence, and as agents like Muse and GrokBot pick up steam, they are moving off of our screens and into the real world.

《AI每日简报》是一档每日更新的播客和视频节目，聚焦人工智能领域最重要的新闻和讨论。

The AI Daily Brief is a daily podcast and video about the most important news and discussions in AI.

好了，朋友们，在开始之前先快速说几个通知。

All right, friends, quick announcements before we dive in.

首先，感谢今天的赞助商：毕马威、Blitzy、Robots and Pencils和Hyperagent。

First of all, thank you to today's sponsors, KPMG, Blitzy, Robots and Pencils, and Hyperagent.

想收听无广告版本，请访问patreon.com/aidailybrief，或者也可以在Apple Podcasts上订阅。

To get an ad-free version of the show, go to patreon.com/aidailybrief, or you can subscribe on Apple Podcasts.

如果你想了解更多关于赞助节目的信息，可以发邮件到sponsors@aidailybrief.ai。

And if you want to learn more about sponsoring the show, send us a note at sponsors@aidailybrief.ai.

另外，最近来了很多新朋友，我想更好地了解你们是谁、为什么来这里，以及你们希望多听或少听什么内容。

Now, one other quick note, there are a lot of new folks around these parts, and I'm trying to get a better handle on who you all are, what you're here for, and what you'd like to hear more and less of.

如果你访问aidailybrief.ai网站，会看到一个醒目的链接，指向秋季听众调查。

If you go to the aidailybrief.ai website, there is a big link to a fall listener survey.

只需要几分钟时间，但对我来说，这对规划这个节目以及其他潜在节目的发展非常有价值。

It'll only take you a couple of minutes and would be incredibly valuable for me figuring out how to evolve this and potential other shows.

所以，如果你能花两分钟完成秋季听众调查，我会非常感激。

So again, I would be endlessly grateful if you would take two minutes to do that fall listener survey.

你可以在我们的网页aidailybrief.ai上找到它。

You can find it on our webpage, aidailybrief.ai.

Anthropic宣布了他们在生物学领域的一项重大AI突破。

Anthropic has announced what they are calling a big AI breakthrough in the biology field.

在确认湾区存在AI驱动的湿实验室不到一周后，Anthropic表示，Claude在科学家们的高层指导下，发现了一种具有类似CRISPR特性的新型酶系统。

Less than a week after confirming the existence of an AI-powered wet lab in the Bay Area, Anthropic has said Claude discovered a novel enzyme system with properties reminiscent of CRISPR with only high-level direction from our scientists.

CRISPR是一种基因编辑技术，基于在细菌中发现的一种酶序列。

CRISPR is gene-editing technology based on an enzyme sequence discovered in bacteria.

它被用来机械地切割DNA并拼接新基因。

It's used to mechanically cut DNA and splice in new genes.

Anthropic的发现看起来与CRISPR相似，因为它具有一系列重复基因组的特点。

Anthropic's discovery looks similar to CRISPR in the way it features an array of repeated genomes.

他们承认目前还不知道其功能或重要性，但这些酶系统相对罕见，并且之前已经解锁了切割、复制和将基因插入DNA等能力。

They acknowledge that they don't yet know its function or level of significance, but these enzyme systems are relatively rare and have previously unlocked capabilities like cutting, copying, and inserting genes into DNA.

他们声称这项发现动用了1000个Claude代理，耗时21小时，消耗了大约2.1亿个令牌，所以计算成本大约在1万美元左右。

They claim the discovery took 1,000 Claude agents 21 hours and around 210 million tokens, so somewhere on the order of $10,000 of compute.

首席执行官Dario Amodei拥有生物物理学博士学位，他在X上宣传了这一成果。他写道：“人们很容易把这视为一次性事件或好奇心，但我们反复看到一种模式，即AI在新的知识领域中的表现会在几年内从弱到超人类。”

CEO Dario Amodei, who has a PhD in biophysics, promoted the result on X. He wrote, "It's easy to dismiss this as a one-off or curiosity, but we've repeatedly seen a pattern where AI performance in new intellectual domains goes from weak to superhuman in a matter of a few years.

在2023年，模型在数学方面还难以达到普通高中生的水平。

In 2023, models struggled to do math at the level of an average high school student.

在2024年，它们开始在全国顶尖高中生的数学竞赛中表现出色。

In 2024, they started to do well on math competitions for the best high schoolers in the country.

到2025年，它们开始解决一些小的开放性问题。

In 2025, they started to solve minor open problems.

到2026年初，开始解决更重要的开放性问题。

In early 2026, more significant open problems.

到2026年底，它们开始着手解决数学领域最顶尖的几个开放性问题。

And in late 2026, they are beginning to solve the top few open problems in all of mathematics.

我们认为，AI在生物学领域也正沿着类似的指数级增长轨迹发展。

We believe AI for biology is on a similar exponential trend."

阿莫迪表示，需要用物理实验来验证重大成果，这正是Anthropic建立湿实验室的原因。

Amodei said the need to confirm significant results using physical experiments is what led Anthropic to set up their wet lab.

他透露，Claude目前还不能完全自主操控实验设备，但这是最终目标。

He disclosed that Claude isn't quite at the point of autonomously controlling lab equipment, but that's the end goal.

他还提到，那只是一个安全等级为一二级的生物实验室，意味着它不会处理对人类有危险的材料。

He also mentioned that it's only a safety level one/two biolab, meaning it doesn't handle materials that are dangerous to humans.

他接着写道：“在《爱的机器》中，我提到了AI的潜力，引用原话就是‘在五到十年内治愈大多数疾病’。”

Continuing, he wrote, "In 'Machines of Loving Grace,' I wrote about AI's potential to, quote, 'cure most diseases in five to 10 years.'

这个目标听起来不可能，但我相信，如果AI被应用到整个流程的每一个环节，它勉强有可能实现。

A goal that sounds impossible, but one I believe is just barely possible if AI is applied to every stage of the pipeline.

第一步是证明AI能够先协助、然后主导生物学发现。

The first step is showing that AI can first help with and then drive biological discoveries.

Claude发现的相关先前工作可以追溯到几十年前，从CRISPR这样的系统开始，到过去几年里像Bridge Recombinase和Viper这样的发现。

Claude's discovery of related prior work that goes back decades, beginning with systems like CRISPR and continuing with discoveries like the Bridge Recombinase and Viper in the past few years.

我相信我们正处于发现这类系统并将其开发成强大生物技术工具的非常早期阶段。

I believe that we're at the very beginning of finding such systems and developing them into powerful tools for biotechnology."

那么人们对此怎么看呢？

So what did people make of this?

对一些人来说，这太夸张了。

For some, it was way overhyped.

Ravid Schwartziv写道：“可悲的是，Dario心里清楚。”

Ravid Schwartziv writes, "The sad thing is Dario knows better.

他当时是博士生。

He was a PhD student.

他知道这个结果的显著性水平。

He knows the significance level of this result.

他知道，如果他走进导师比尔办公室，说‘我们发现了一个有趣的系统，但还不知道它是干什么的’，然后说自己准备毕业，比尔会把他赶出去。

He knows that if he had walked into Bill's office, his advisor, with, 'We found an interesting system, but we still don't know what it does,' and said he was ready to graduate, Bill would have kicked him out of the room.

但不知怎么的，当IPO临近时，这就变成了‘AI开始推动生物发现’了。

But somehow, when the IPO is around the corner, this becomes AI is starting to drive biological discovery."

卢卡斯·哈林顿没那么不屑一顾，但也补充了一些背景。

Lucas Harrington is a bit less dismissive but does add context.

他写道：‘作为博士期间做过这类基因组挖掘工作的人，找到一个奇怪的基因簇和重复序列往往是最容易的部分。’

He writes, "As someone who did this kind of genome mining work during my PhD, finding a weird cluster of genes and repeats is often the easy part.

难的部分，也是真正发现所在，是弄清楚这个系统到底在做什么。

The hard part, and where the real discoveries come from, is figuring out what the system actually does.

Anthropic还不知道这个系统是干什么的。

Anthropic does not yet know what this does.

他们只是展示了重复序列会产生RNA，但不知道这些RNA做什么，逆转录酶用它们做什么，或者这个系统是否具有任何可编程的特性，从而证明与CRISPR的比较是合理的。’

They've shown that the repeated array produces RNAs but not what those RNAs do, what the RT does with them, or whether the system has any of the programmable properties that make the CRISPR comparison justified."

他总结道：“我真心希望所有前沿实验室都能认真投入生物发现，我对未来的成果感到兴奋。”

He concludes, "I'm genuinely rooting for all of the frontier labs to seriously get into biological discovery, and I'm excited about what comes out of it.

但把这些非常早期的阶段性发现，用重大发现的框架来宣传，并没有帮助。

But announcing these very early incremental findings with the framing of a major discovery doesn't help.

我更希望他们现在就把标准定得高一些，这样当AI真正发现一个全新的生物机制时，大家才会明白这是多么了不起的事情。”

I'd much rather they set the bar high now so that when an AI actually discovers a fundamentally new biological mechanism, everyone appreciates how big a deal it is."

Pratham说：“别误解成Claude在治愈癌症。”

Pratham says, "Don't misunderstand it as Claude curing cancer.

但为什么这很重要呢？以前，找到像CRISPR这样的工具，需要人类专家花几个月的时间手动搜索。

But why it matters, finding tools like CRISPR used to take human experts months of manual searching.

而在这里，AI完成了这项工作，并以人类团队无法匹敌的速度找到了真实的东西。

Here, AI did that work and found something real at a speed no human team could match.

还是很疯狂。”

Still crazy."

基本上，正如Tanishq Abraham总结的那样：“这非常酷，人们应该感到兴奋，但这也非常非常非常初步。”

Basically, as Tanishq Abraham sums up, "It's very cool and people should be excited, but it's also very, very, very preliminary."

接下来，我们来看几条来自联合国的新闻。在一次主要目的是反对全球主义控制人工智能的演讲中，特朗普总统把人工智能重新命名为“超级智能”。

Next, we head over to a couple stories from the United Nations, where in a speech whose major purpose was rejecting globalist control of AI, President Trump has rebranded artificial intelligence to super intelligence.

特朗普周二在联合国发表讲话时说：“美国完全拒绝任何试图构建全球主义计划来控制人工智能的企图，现在大家都在谈论这个，今后我们正式称之为‘超级智能’。”

Speaking before the United Nations on Tuesday, Trump said, "The United States totally rejects any attempt to construct a globalist scheme to control artificial intelligence, which is being spoken about so much now, hereinafter officially called super intelligence.

我们要改个名字。

We're changing the name.

用‘人工’这个词听起来像是假的，但它不是假的。

The use of the word artificial makes it sound fake, and it is not fake.

实际上它很了不起，但我们也得小心。

It's actually amazing, but we have to be careful.

事实上，它跟名字所暗示的恰恰相反。”

In fact, it is exactly the opposite of what it purports."

他在讲台上宣布，从现在起，美国政府将使用“超级智能”这个说法，并希望全世界都能效仿。

He declared from the podium that from now, the United States government would refer to super intelligence and hoped the world would follow suit.

换句话说，特朗普补充道：欢迎来到超级智能的世界——SI。

In other words, Trump added Welcome to the world of superintelligence-SI.

听起来好多了。

It sounds much better.

确实好多了，也更准确。

It is much better, and it's more accurate.

看看我有没有这个权力。

Let's see if I have any power.

也许有，也许没有。

Maybe I do, and maybe I don't.

我们很快就会知道。

We're going to find out soon.

然后，网上的梗就铺天盖地了。

Now, the memes were infinite.

Replit的首席执行官阿姆贾德·马萨德写道：“你的智能是假的，是人工的。”

Replit CEO Amjad Masad wrote, "Your intelligence, it's fake, it's artificial.

我的呢，是超级的，超级智能，也就是SI。”

Mine, it's super, superintelligence, AKA SI."

Zvi Mowshowitz在撞完墙之后，感叹了每个AI安全倡导者的担忧，他写道：“如果他只是用‘优越’或‘极端’或‘至高’这样的词，我根本不会在意，这只会是个极其好笑的堂吉诃德式行为。”

Zvi Mowshowitz, when he got done beating his head against the wall, lamented the concern of every AI safety advocate when he wrote, "If he had just gone with superior or extreme or supreme, I would not care, and this would be extremely funny windmill tilting.

但他偏偏在‘超级’这个词上这么较劲，这简直是一场语言上的噩梦，命名空间冲突太大了。

But specifically going this hard on super is a giant linguistic nightmare of a namespace clash.

天哪，这肯定会很烦人。”

Oh, God, this is going to be annoying."

与此同时，回到演讲的实质部分，特朗普对所谓的‘全球主义监管框架’的反对并非凭空而来。

Meanwhile, getting back to the substantive part of the speech, Trump's objection to a, quote, "globalist regulatory scheme" did not come out of the blue.

在联合国会议召开前，20个国家签署了一份宣言，欢迎为前沿技术设定节奏的倡议，并呼吁进行强制性的独立安全测试、制定共同标准，以及由成员国建立一个国际AI机构，该机构能够‘制定标准、实现验证，并在能力阈值被跨越时召集各国’。”

Heading into the UN meeting, a group of 20 countries signed a declaration that welcomed initiatives to pace the frontier and called for mandatory independent safety testing, common standards, and the creation of an international AI institution by member states, which is able to, quote, "set standards, enable verification, and convene states when capability thresholds are crossed."

这一呼吁由芬兰牵头，得到了包括法国、德国和新加坡在内的国家的支持。

The call was led by Finland and supported by nations including France, Germany, and Singapore.

联合国秘书长古特雷斯支持这一呼吁，并鼓励‘包括来自前沿AI实验室和AI安全研究所的外部专家与小组互动，以帮助就此类问题进行对话’。”

UN Secretary General António Guterres supported the call and encouraged, quote, "external experts, including from frontier AI labs and AI safety institutes, to engage with the panel to help inform dialogue on such matters."

该提案的一个明显漏洞是，中国和美国都不支持建立一个新国际机构来管理它们的技术发展。

The glaring hole in the proposal is that neither China nor the US were in support of a new international body to govern their development of the technology.

特朗普在演讲中说：“我们只会鼓励超级智能，而不是限制它。

During his speech, Trump said, "We will only encourage superintelligence, not rein it in.

我们会通过司法部密切关注它。

We are going to watch it closely through the Department of Justice.

美国在超级智能领域领先世界，并将继续以安全、负责任的方式保持领先。”

The United States leads the world in superintelligence and will continue to do so safely and responsibly."

白宫科学顾问迈克尔·克拉齐奥斯周三在联合国安理会重申了这一观点：“我们的首要责任是确保超级智能的持续进步惠及我们的公民，并保护他们的自由和生活方式。

White House Science Advisor Michael Kratsios reinforced the point on Wednesday, telling the UN Security Council, "Our primary responsibility is to ensure that continued advances in superintelligence benefit our citizens and safeguard their liberty and way of life.

智能的前沿正在快速发展。

The frontier of intelligence is advancing rapidly.

这并非暂停其进一步发展的理由，也不应通过新的全球治理结构来限制它。”

That is not a reason to pause its further development or to constrain it with new global governance structures."

在强调美国长期以来推动全球增长的“无需许可的创新”传统后，克拉齐奥斯总结道：“繁荣的未来不会由全球监管机构来保障。

After staking America's claim to a long line of permissionless innovation that drove global growth, Kratsios concluded, "A prosperous future will not be secured by a global regulator.

它将由采纳超级智能的主权国家、负责任地开发它的公司，以及拒绝被恐惧统治的自由人民来共同实现。”

It will be secured by sovereign nations that adopt superintelligence, responsible companies that build it, and free people who refuse to be ruled by fear."

同样在周三，山姆·奥特曼和达里奥·阿莫迪在联合国安理会发言，阐述他们认为安理会应如何看待人工智能风险。

Also on Wednesday, Sam Altman and Dario Amodei addressed the UN Security Council to explain how they think the Council should think about AI risk.

山姆·奥特曼在纽约现场发言，他说：“这一刻很复杂，我们同时感受到巨大的潜力和非常合理的焦虑。”

Sam Altman appeared live in New York and said, "This moment is complicated as we feel both tremendous potential and very understandable anxiety at the same time.

这些模型可以帮助人们发现新知识、新药物，改善医疗，加强教育，并建设更高效的经济。

These models can help people discover new knowledge, new medicine, better healthcare, stronger education, and build more productive economies.

它们可以成为人们追求梦想和抱负的新工具，而这些梦想和抱负如今看似遥不可及。”

They can be new tools for people to pursue dreams and ambition that today feel out of reach."

奥特曼的整个演讲都在讲人工智能的双重性——既是未来几十年最明显的危险，也是最大的机遇。

Altman's entire speech was all about the dichotomy of AI, both the clearest danger and the biggest opportunity of the coming decades.

他围绕两大主要风险提出了自己的建议。

He formed his suggestions around two major risks.

首先是RSI风险，即前沿实验室可能构建出他们再也无法理解或控制的模型。

First was the risk of RSI allowing frontier labs to build models they can no longer understand or control.

奥特曼表示，行业不能因为好处太大、感觉太重要而放慢脚步，就接受过多的技术风险。

Altman said the industry must not accept too much technological risk just because the benefits are too great and they feel too important to slow down.

他补充说：“我们需要了解这些系统在做什么，并且要有强有力的证据证明它们会按照人们的意图行事，尤其是在它们变得非常聪明的时候。”

He added, "We need to understand what these systems are doing and have strong evidence that they will do what people intended, especially as they get very smart.

不管人们认为灾难风险是10%还是1%，这些比例都远远不能接受。”

It doesn't matter whether people put their risk of catastrophe at 10% or 1%, none of these levels are remotely acceptable."

奥特曼的第二个担忧是权力集中，他评论说：“一个公司或国家如果认为只有自己才值得信赖这项技术，就可能利用这种信念为几乎任何其他行为辩护。”

Altman's second concern was concentration of power, commenting, "A company or country that believes only it can be trusted with this technology can use that belief to justify almost anything else."

奥特曼指出了一条中间路线，他说：“我们不想陷入盲目乐观的陷阱。”

Charting a middle path, Altman said, "We don't want to fall into the trap of blind optimism.

我们也不想陷入悲观主义的陷阱。”

We also don't want to fall into the trap of doomerism either."

虽然奥特曼没有对全球AI治理发表看法，但达里奥·阿莫迪则直言不讳得多。

While Altman didn't offer an opinion on global AI governance, Dario Amodei was far less coy.

他通过视频连线表示：“我认为这是当今世界面临的最重要的全球安全问题。”

Calling in via video link, he said, "I believe this is the most important global security issue facing the world today.

没有哪个领导人、哪个公司或哪个政府能独自应对这个问题。”

No leader, no company, and no government can manage this alone."

阿莫迪详细阐述了一套全球人工智能治理的分步方案。

Amodei spelled out a step-by-step playbook for global AI governance.

他提出的建议，正如我们最近听到他说的，包括签署具有广泛共识的简单条约，比如禁止人工智能开发生物武器。

His prescriptions, as we have recently heard from him, include signing simple treaties with broad consensus, like a ban on AI to develop biological weapons.

阿莫迪接着提议建立全球评估和验证体系，让各国能够核实竞争对手国家的实验室所做的承诺。

Amodei then proposed the development of global evaluation and verification systems to allow states to verify commitments made by the labs in rival countries.

第三，阿莫迪希望看到全球统一的AI模型测试标准，用于检测失控和滥用风险，同时建立全球通报机制。

Third, Amodei wants to see global standards for testing AI models for loss of control and misuse risks, as well as a global notification system.

阿莫迪从自己的角度强调了局势的严重性，他警告安理会说，引用原话，“如果管理不善，我甚至认为人工智能可能对整个人类构成威胁。”

Emphasizing the gravity of the situation from his vantage point, Amodei warned the Security Council that, quote, "if managed poorly, I even believe that AI could be a risk to humanity as a whole."

Anthropic站在安全讨论的一端，白宫在另一端，而OpenAI则处于中间，试图寻找一条中间路线。

Anthropic on one pole of the safety discourse, the White House on the other, and OpenAI somewhere in the middle, trying to find the middle path.

如果你对这条中间路线感兴趣，那将是我们本周日长读节目要讨论的内容。

Now, if you are interested in that middle path, that's going to be something we talk about in this week's Long Read Sunday episode.

不过，现在，头条新闻就到这里。

However, for now, that is going to do it for the headlines.

接下来，是本期的主节目。

Next up, the main episode.

大家好。

Hello, everyone.

围绕AI的一个重大变化是，我们的思路已经从如何给网页排名，转变为如何成为AI足够信任、愿意用来回答问题的信息来源。

One big change around AI is we've shifted our thinking from how we rank our pages to how do we become the source that AI trusts enough to answer with?

在毕马威，他们对此深有体会。

At KPMG, they're seeing this firsthand.

AI生成的结果现在直接给出答案，往往连一次点击都不需要。

AI-generated results now surface answers directly, often without a single click.

因此，他们越来越专注于生成式引擎优化，也就是GEO，通过结构化内容，让AI系统能够检索、理解，并将其作为可信权威来引用。

That's why they are increasingly focused on generative engine optimization, or GEO, structuring content so AI systems can retrieve it, understand it, and cite it as trusted authority.

这不仅仅是SEO的演变，更是一种可见性的要求。

This is not just an SEO evolution, but a visibility mandate.

毕马威提出的GEO要求其实很简单：如果AI在影响决策，那么你的专业知识就需要出现在答案里。

And indeed, the GEO mandate from KPMG is simple: If AI is shaping decisions, your expertise needs to show up inside the answer.

详情请访问 kpmg.com/us/geo。

Read all about it at kpmg.com/us/geo.

再说一遍，网址是 kpmg.com/us/geo。

Again, that is kpmg.com/us/geo.

Blitzy 对代码的深度理解，能帮你搞定每个产品负责人最关心的事：快速发布新功能。

Blitzy's deep code-based understanding unlocks the thing every roadmap owner cares about: shipping new features.

在大型企业级代码库里开发，实际情况是这样的。

Here's the truth about building inside a massive enterprise code base.

写代码从来都不是瓶颈。

Writing code was never the bottleneck.

理解上下文才是。

Context is.

这个改动会影响哪些系统？

Which system does this touch?

哪些接口不能出错？

Which contracts can't break?

适用哪些标准？

Which standards apply?

Blitzy已经知道了，因为它在功能开发开始前就把你的整个代码库逆向工程成了一个动态知识图谱。

Blitzy already knows because it reverse engineered your entire code base into a dynamic knowledge graph before feature work began.

有了这个完整的图景，Blitzy就能端到端地构建功能。

With that complete picture, Blitzy builds features end to end.

架构、API、UI和测试都针对你现有的系统进行了验证。

Architecture, APIs, UI, and tests all validated against your existing systems.

有一个Blitzy客户从零开始构建了一个AI原生应用，100%自主完成，节省了超过2700个工程小时。

One Blitzy customer built an AI native application from scratch with 100% autonomous completion, saving over 2,700 engineering hours.

功能尊重你的代码库，而不是与之对抗。

Features that respect your code base instead of fighting it.

别再让你的待办事项积压得比团队处理速度还快了。

Stop letting your backlog grow faster than your team.

在blitzy.com加速你的路线图。

Accelerate your roadmap at blitzy.com.

网址是B-L-I-T-Z-Y.com。

That's B-L-I-T-Z-Y.com.

最优秀的团队不是靠一个人扛着所有人前进。

The best teams don't have a single star carrying everyone else.

他们清楚自己的长处，也了解彼此的短板，并且会善用这两点。

They know their own strengths and each other's weaknesses, and play to both.

这正是Robots & Pencils团队刻意打造出来的文化。

That's the team Robots & Pencils has built on purpose.

在那里，没有人为了凑人头数而埋头做无意义的琐事。

Nobody there is grinding through busy work to pad a headcount number.

大家是为了解决难题而来，而且因为周围每个人都在同步成长，所以愿意留下来。

People come for the hard problems, and they stay because everyone around them is leveling up at the same time.

在一个满是只想快速招人的公司市场里，这样的团队值得一看。

In a market full of companies that are just trying to hire fast, that's worth a look.

去 robotsandpencils.com/careers 看看吧。

Check out robotsandpencils.com/careers.

本期《AI每日简报》由Hyperagent赞助播出，你可以在那里运行你的团队可以共同管理的智能体群。

This episode of The AI Daily Brief is brought to you by Hyperagent, where you run fleets of agents your team can manage together.

忘掉那些本地智能体和等待你笔记本电脑提示的聊天工作流吧。

Forget local agents and chat workflows waiting on your laptop to be prompted.

Hyperagent在云端部署始终在线的智能体，在你团队已经使用的工具中完成实际工作。

Hyperagent deploys always-on agents in the cloud, doing real work across the tools your team already uses.

营销智能体将竞争对手的动态转化为落地页。

Marketing agents turn competitor moves into landing pages.

销售智能体丰富潜在客户信息、起草邮件并更新CRM。

Sales agents enrich leads, draft emails, and updates the CRM.

运营智能体处理文书工作并跟踪预算。

Ops agent chases the paperwork and tracks the budget.

每个智能体都能访问共享上下文，并遵循你关于范围和审批的规则。

Every agent has access to shared context and follows your rules about scope and approvals.

是时候让你拥有像队友一样的智能体了。

It's time you add agents that feel like teammates.

去Hyperagent雇佣你的代理吧。

Hire yours at Hyperagent.

在hyperagent.com/aidailybrief注册，就能获得100美元的额度。

Get $100 in credits at hyperagent.com/aidailybrief.

欢迎回到AI每日简报。

Welcome back to the AI Daily Brief.

今天的内容很丰富，从开车时建网站，到戴着智能眼镜的可爱小吉祥物，因为本期节目的主题是AI走进现实世界。

Today, we've got everything from building websites while driving a car to cute little mascots wearing smart glasses because the theme of the show is AI moving into the real world.

如果你最近几周一直在收听，你会知道GrokBot的推出，以及最近的Muse，还有像Instinct这样一系列其他热门的个人代理产品，都大大增加了关于个人消费代理的位置和居所的讨论。

Now, if you've been listening over the past couple of weeks, you'll know that the arrival of GrokBot, and more recently Muse, alongside a slew of other buzzy personal agent products like Instinct, have significantly increased the conversation around the place and residence of personal consumer agents.

然而，尽管有这么多新产品，还是有一些人对这持非常深的怀疑态度。

And yet, despite all of these new products, there are some folks who are bringing a very deep baseline skepticism to this.

Stratechery的本·汤普森在过去一个月里多次接受采访，一直在谈论这个问题，基本上是在争辩，正如他对帕特里克·奥肖内西所说，消费者并不在乎提高生产力。

Stratechery's Ben Thompson has been talking about this across numerous interviews over the last month, basically arguing, as he put it to Patrick O'Shaughnessy, that consumers do not care about being productive.

最近，他在TBPN上的一次露面中，重申了这一观点，并因此走红。

Now, in a recent appearance on TBPN, he went viral reiterating that exact point.

他说：“科技公司总说，‘让我们帮你订机票吧。’

He said, "Tech companies are like, 'Let us book your flight for you.'

我自己有私人助理已经十年了。

I've had a personal assistant for 10 years.

他根本不会帮我订机票，差得远呢。

He does not come within an inch of booking my flights for me.

那简直是胡说八道。

That's crazy talk.

我知道哪些航班会延误。

I understand which ones are going to be delayed.

我知道自己想坐哪个座位。

I know which seat I want to be on.

所以这老是拿来当演示，我觉得特别好笑。

So the fact that this is continually a demo is hilarious to me.

第二，人们就是喜欢购物。

Number two, people love shopping.

他们并不想变得高效。

They don't want to be productive.

他们想要的是娱乐。

They want to be entertained.

购物就是最大的娱乐形式之一。

One of the biggest forms of entertainment is shopping.

这就是整个快时尚风潮的一部分。

This is part of the whole fast fashion thing.

这很有趣。"

It's fun."

他越说越起劲，接着道："有人抱怨并不代表他们不开心。

Building up a head of steam, he continued, "Just because someone's complaining doesn't mean they're unhappy.

人们会抱怨说，'哦，我得研究这个。

People groan, 'Oh, I have to research this.

我得去办这个。

I have to go and do this.

我忙死了。

I'm so busy.'

然后一个热心的科技公司高管就会说：‘哦，我有个助手可以帮你做。’

And then you have an eager tech company executive say, 'Oh, I have an assistant that can do it for you.'

然后你就会说：‘不。

And it's like, 'No.

我不仅想做这件事，我还想抱怨它。’

Not only do I want to do it, I want to complain about it.'

我现在抱怨得很开心，好吗？

I'm enjoying myself complaining right now, okay?

你能不能让我安静地过我的日子？’

Would you just let me be and live my life?"

其实，本并不是唯一有这种想法的人。

Now, Ben is not alone in this sentiment.

这周早些时候，Stay Sassy 也有类似的观点，引起了很多关注。

Earlier this week, Stay Sassy had a similar take get a lot of traction.

他们写道：“这些AI个人助理的问题在于，人们其实并不想做事。

They wrote, "The problem with all these AI personal assistant things is that people don't actually want to do stuff.

你明白这个道理，对吧？

You get that, right?

就像职场中的AI工具一样，AI助理并不会真正帮你做决定。

Just like AI tools in the workforce, AI assistants don't actually abstract decisions for you.

它们只是让你加快做决定的速度。

They let you accelerate decision-making.

所以，与其一天只做一个决定然后抱怨做不了更多，AI助理会让你一天做十个决定，并且全部执行。

So instead of making one decision a day and then lamenting you can't do more, AI assistants are going to let you make 10 decisions a day and act on all of them.

这算奇迹吗？

A miracle?

不，老兄，这是噩梦。

Nah, dog, a nightmare.

除了那些需要发推特素材的A型奋斗者，没人想要这样。”

Nobody except type A strivers who need Twitter fodder actually want that."

在讲了一个在大学里找到灵感、然后暑假回家见那些没离开家乡的朋友的故事之后，他们评论说：“经过多年的尝试，我学到的是，绝对没有人想要实现自己的潜力。”

After retelling a story about finding inspiration at college and then going home for the summer to see friends who didn't leave town, they commented, "What I learned after many years of trying is that absolutely nobody wants to realize their potential.

人们只想和朋友聚在一起抱怨。

People want to hang out with friends and complain.

这就是世界一万年来的运作方式。

That's how the world has worked for 10,000 years.

“这天气真糟糕。”

'This weather sucks.'

“你能相信那些牛跑了吗？”

'Can you believe the cows walked off?'

人们不想要被赋能。

People don't want enablement.

人们不希望你把他们所有的借口都拿走。”

People don't want you to take all of their excuses."

甚至还有传奇作家库尔特·冯内古特在2005年的一次采访中说过的一句话，也恰好谈到了同样的话题。

There's even a quote from legendary author Kurt Vonnegut from an interview back in 2005 touching on exactly the same topic.

有一次他出门去买信封，他妻子建议他干脆在网上买一百个信封，这样以后就不用再跑这一趟了。

On leaving the house to buy an envelope, his wife suggested that he could just buy 100 envelopes online and never need to complete the errand again.

冯内古特接着说：“所以我假装没听见她的话，还是出门去买信封，因为买一个信封的过程会让我特别开心。

Vonnegut continued, "And so I pretend not to hear her and go out to get an envelope because I'm going to have a hell of a good time in the process of buying one envelope.

我会遇到很多人，看到一些很可爱的宝宝，还有消防车经过，我会向他们竖起大拇指，还会问一位女士那是什么品种的狗。

I meet a lot of people and see some great-looking babies, and a fire engine goes by and I give them the thumbs up, and I ask a woman what kind of dog that is.

当然，电脑会让我们失去这些乐趣。

Of course, the computers will do us out of that.

而那些搞电脑的人没意识到，或者他们根本不在乎，我们是爱跳舞的动物。

And what the computer people don't realize, or they don't care, is we're dancing animals.

我们喜欢到处走动，但现在我们根本不该再跳舞了。”

We love to move around, and we're not supposed to dance at all anymore."

但反过来说呢？

But what's the counterpoint?

但这种怀旧、浪漫的想法到底有多正确呢？

But just how correct is this nostalgic, romantic idea?

那么，对于本·汤普森所不屑的那种生产力型个人助理，人们实际使用它的空间和需求在哪里呢？

What room and demand might there be for people to actually use personal assistants that are designed on the sort of productivity that Ben Thompson is dismissing?

投资人艾米·吴·马丁指出，试图用一把尺子衡量所有人，难免会过于简化。

Investor Amy Wu Martin points out that trying to paint everyone with a single brush is inevitably reductive.

她转发了本的独白，并写道：“恕我不能苟同。

Reposting Ben's soliloquy, she writes, "Respectfully disagree.

有随便逛逛的顾客，也有富裕的消费者，他们会雇私人造型师，或者用Stitch Fix来节省购物时间。

There are window shoppers, and there are affluent consumers who hire a personal stylist or use Stitch Fix to save time shopping.

有精打细算攒积分的人，也有通过旅行社订票的旅行者，原因还是时间。

There are travel point maxers, and there are travelers who book via a travel agent because, again, time.

个人助理一开始不会适合大多数人。

Personal agents will not be for most people at the beginning.

事实上，我猜Muse的留存率在曲线变好之前会很难看，但那些追求生活优化的人会使用它们，前提是代理能解决好隐私、欺诈等问题。”

In fact, I'm guessing Muse retention will look terrible before it smile curves, but life optimizers will use them, assuming agents get privacy, fraud, et cetera right."

与此同时，金融科技内容创作者西蒙·泰勒部分同意本的前提，但认为它并不完整。

Fintech content creator Simon Taylor, meanwhile, agrees with part of Ben's premise but thinks it's incomplete.

他写道：“本说，第一，人们并不想变得更高效。

He writes, "Ben says, one, people don't want to be more productive.

他们想要的是娱乐，第二，购物本身就是一种娱乐。

They want to be entertained, and two, shopping is entertainment.

他的观点很有道理。

His point is solid.

你看看那些刷短视频、看Netflix、购物的人，简直就是完美的消费者。

If you look at doom scrolling, Netflix watching, and shopping, you see a perfect consumer.

那些把用户引向消费漏斗的公司赢了。

The companies that fed the funnel won.

效率类应用虽然存在，但从未真正风靡全球。

Productivity apps happen but never take over the world.

这些观点都没错。

Those points are correct.

但我认为本在这里忽略了一个重要的问题。”

But I think Ben is missing something big here.

人都是懒的。

People are lazy.

他们想把那些麻烦事儿都外包出去。

They want to delegate schlep work.

他们不想为了给我女儿订动感单车课，去查我的日历、找表格、填表、再和其他人的日历核对确认，然后还要付1美元的押金防止放鸽子。

They don't want to book the cycle class for my daughter by checking my calendar, finding the form, filling it in, confirming it with other calendars so they know too, then pay the $1 deposit for no-show prevention.

我可能知道我想去哪儿订晚餐，但要挑一个大家都有空的时间，用表格，再把它记到大家的日程里，这些都是我想外包的麻烦事儿。

And I might know where I want to book dinner, but picking a time that works for others, using the form, putting it in people's diaries, that's all schlep work I want to delegate.

用Muse和Instinct的用户会告诉你，这简直太神奇了。

And users of Muse and Instinct will tell you it's magic.

这不是购物，这是买东西。

That's not shopping, it's buying things.

这和娱乐恰恰相反。"

It's the opposite of entertainment."

与此同时，投资人和企业家吉尔·冈特说，这个争论忽略了一大群人。

Investor and entrepreneur Jill Gunter, meanwhile, says that this whole argument misses big chunks of the population.

她写道：“我经常看到这种观点，而且我会继续坚持认为，如果你觉得很多人不想变得更高效或者不想把行政事务外包出去，那你就不明白世界上有二十亿母亲。”

She wrote, "I see this take all the time, and I will continue to insist that if you don't think a lot of people want to be more productive or outsource admin, then you don't understand that there are two billion mothers in the world."

最后，在Meta从事AI工作的Madhu Guru这样总结：消费者和做事之间并不是只有一种关系。

Finally, Madhu Guru, who works on AI at Meta, puts it this way: consumers don't have one relationship with doing things.

举个例子，他们指出，浏览衣服对某些人来说可能是娱乐，但对大多数人来说，找屋顶修理工却是一件痛苦的事。

As an example, they point out, browsing clothes can be entertainment for some, but hiring a roofer is miserable for most.

即使是购物，有时候你想逛上一个小时，有时候你只想尽快收到合适的东西。

Even with shopping, sometimes you want to browse for an hour, sometimes you want the right thing just delivered ASAP.

总的来说，这个争论的核心是，消费者对能消除这些麻烦的代理有着巨大的潜在需求。

The argument overall, the latent demand for agents that remove this friction for consumers is immense.

而且，和AI未来的许多讨论不同，这个争论我们其实已经开始能拿到一些证据了。

And yet, unlike so much about the AI future, this is an argument that we actually can start to get some evidence for.

最新的证据就是，在我录这期节目的时候，Muse仍然排在App Store的第一名。

And the newest piece of evidence is that right now, as I record, Muse continues to sit at the number one spot on the App Store.

而且还不止如此，因为像Meta这样规模和分发能力的公司，有很多办法可以把一个应用推到第一名，即使它并不那么受欢迎。

And even more than that, because there's all sorts of ways that a company with the size and distribution of a Meta can drive an app to number one, even if it's not all that resonant.

而且它还从一些意想不到的领域获得了非常正面的评价。

It's also getting really positive buzz from some unexpected areas.

《纽约时报》的Eli Tan最近发表了一篇文章，让很多人感到非常意外。

The New York Times' Eli Tan recently published a piece that was very surprising to many.

文章标题是《我把生活交给Meta的AI助手，结果被震撼到了》。

It was called "I Gave My Life Over to Meta's AI Agent and Was Blown Away."

Muse帮我处理了牙科保险，订了晚餐位子，还为我制作了一档播客。

"Muse helped handle my dental insurance, booked dinner reservations, and created a podcast for me.

但它也要求我交出最私密的数据和信任。

It also required my most personal data and trust."

这篇文章很大一部分讲的是提供个人助理服务所固有的那种交易挑战，也就是要交出大量高度敏感和私密的数据。

Now, a big part of the article is about the challenge of the bargain that's inherent in making a personal assistant available, which is turning over so much highly sensitive and private data.

但作者一旦这么做了，就发现，引用原文的话，Muse是“我用过的最有用的AI应用”。

But once the author did, they found, quote, "Muse to be the most useful AI app I had ever used."

那么他们到底用它做了什么呢？

So what did they actually do with it?

伊莱写道：“我心里有几个目标。

Eli wrote, "I had a few goals in mind.

我想看看缪斯能不能给我带来马克·扎克伯格经常说的那种个人赋能。

I wanted to see if Muse could bring me the personal empowerment that Mark Zuckerberg has often talked about.

我还想挑战一下缪斯，看看AI代理到底能做成多少事，又会在哪些地方掉链子。

I also wanted to push Muse to see just how much AI agents can achieve and where they might fall short.

很快我就发现，我的代理能高效地填写在线表格，这可是上网时最烦人的部分之一。

Very quickly, I found that my agent could efficiently fill out online forms, a tedious part of using the internet.

我可以拍一张停车罚单的照片，然后雷恩就会帮我付掉，付款前会先征求我的同意。

I could take a photo of a parking ticket, and Wren would pay it for me, asking for approval before making the payment.

我的代理还能用不同的性格打电话，我觉得这在处理客服问题，比如我的牙科保险时特别有用。”

My agent could also make phone calls using different personalities, and I found it to be helpful for dealing with customer service, such as with my dental insurance."

最后，他问它怎么花掉之前帮自己省下的45美元。

Finally, he asked it for a good way to spend $45 that it had previously saved him.

他写道：“到这个时候，它已经很了解我的生活了。”

He wrote, "At this point, it knew my life pretty well.

我当时以为它会建议一些利他的事情，比如把钱捐给慈善机构，或者给正在术后恢复的女朋友买束花。

I thought it might suggest something altruistic, like donating the money to charity or buying flowers for my girlfriend who was recovering from surgery."

但他说，它反而提出了一个更好的建议。

Instead, he continues, "It suggested something even better.

那就是从Heath Ceramics买碗，这是一家本地陶瓷品牌，在Facebook Marketplace上有一群忠实粉丝，而逛这个平台正是我的爱好之一。

Buying bowls from Heath Ceramics, a local ceramics maker with a dedicated following on Facebook Marketplace, one of my favorite pastimes."

这个智能体不仅提出了这个建议，还主动联系卖家帮他砍价，最后还真谈成了交易。

The agent not only made that suggestion but then started messaging sellers and bargaining on his behalf, ultimately leading to a deal.

有意思的是，使用这款应用的经历彻底改变了他们对个人智能体的怀疑点。

Now, what's interesting is that the experience of using this app fundamentally shifted where their skepticism about personal agents lays.

一开始，他们担心的是这些智能体够不够实用。

Coming in, it was about whether they were useful enough.

用完之后，他们担心的变成了：有多少人能接受隐私方面的代价，从而真正充分利用它。

Coming out, it was about whether enough people would be comfortable with the privacy implications to actually get that much use out of it.

当然，Meta似乎想通过不断推出合作伙伴关系来提升这种实用性。

Certainly, one of the ways that Meta seems to be trying to increase that utility is through just an unending spate of partnerships.

Meta的首席AI官亚历山大·王最近在Twitter/X上特别活跃，接连宣布与Spotify、Box、Dick's、Sephora、Gap、沃尔玛等公司的合作，一个接一个。

Meta's chief AI officer, Alexander Wang, has been on an absolute Twitter/X frenzy, announcing partnership after partnership after partnership with companies like Spotify, Box, Dick's, Sephora, Gap, Walmart, and more.

事实上，从Meta团队在社交媒体上的表现可以明显看出，他们真的觉得自己手里有料，并且正在全力抓住这股势头。

In fact, it's very clear watching the Meta team on social that they really feel like they have something here and are trying to grab this momentum by the absolute throat.

除了过去几天的合作之外，我们还看到了一些新功能。

In addition to the partnerships over the last couple of days, we've also seen a number of new features.

Mac版的Muse应用现在支持电脑使用。

The Muse for Mac app now has computer use.

他们还推出了一个实时头像功能，可以让你的Muse以视频形式跟你对话。

They also announced a real-time avatar that can allow your Muse to actually talk to you in video form.

在周三的Meta Connect大会上，Muse也加入了最新版的Meta眼镜。

And at Wednesday's Meta Connect event, Muse came to the latest edition of their Meta glasses.

过去几年的Meta Connect大会都有点虎头蛇尾。

Now, the past few years of the Meta Connect conference have been a bit of an anticlimax.

去年的活动主要围绕新一代Meta Ray-Bans眼镜展开，那是一款带全彩屏幕的新旗舰产品，还有一款改进的基础型号。

Last year's event was built around a new generation of the Meta Ray-Bans, a new flagship with full-color screen, and an improved base model.

2024年的版本展示了智能眼镜的原型，还发布了Llama 3.2，这标志着Llama开始走下坡路。

The 2024 edition featured a prototype of the smart glasses, as well as the release of Llama 3.2, which was the beginning of the end for Llama.

今年就没有这个问题了，原因是大部分发布内容在某种程度上都是为了改善Muse的用户体验，并把它带入现实世界。

This year had no such issue, and the reason was a huge portion of the releases were in some ways geared towards improving the user experience for Muse and bringing it into the real world.

Meta Ray-Bans产品线进行了更新，首次推出了不带摄像头的纯音频版本。

The Meta Ray-Bans got a product line refresh, adding an audio-only pair with no camera for the first time.

不过，重点还是用Ray-Bans来控制你的Muse。

Still, the big focus was on using the Ray-Bans to control your Muse.

在马克·扎克伯格对重大发布的总结中，他把这个功能列在第一位，并评论说：“Muse，你的个人代理，现在有了语音和实时视频功能。”

In his rundown of the major announcements, Mark Zuckerberg listed this feature first, commenting, "Muse, your personal agent, now has voice and real-time video.

你可以进行长时间的对话，Muse会在后台工作，在你说话的同时帮你把事情办好。

You can have long conversations, and Muse will work in the background and get things done for you as you're talking.

我们还将Muse带到眼镜上，这样你就可以全天免提对话。”

We're also bringing Muse to glasses so you can talk hands-free throughout the day."

在最后，扎克伯格还像乔布斯那样宣布了“还有一件事”，推出了一款名为Muse Charm的新型AI硬件。

For a Steve Jobsian "one more thing" announcement at the end, Zuckerberg also announced a new category of AI hardware that they're calling Muse Charm.

它的大小跟秒表或AirPods充电盒差不多，设计成可以随时跟Muse交流的设备。

It's about the size of a stopwatch or an AirPods case and is designed to be an always-on device for communicating with Muse.

它有一个小彩色屏幕，可以直接接收语音指令，不需要解锁手机或打开应用。

It has a small colored screen and can take voice instructions directly without unlocking a phone or using an app.

扎克伯格说，如果你没有Meta Ray-Bans，这将是“跟Muse对话并展示周围情况的最快方式”。

Zuckerberg said that if you don't own Meta Ray-Bans, this is going to be, in his words, "by far the fastest way to talk to your Muse and show it what's going on around you."

不过，除此之外的很多细节还不太清楚，扎克伯格说它还在积极开发中。

Now, a lot of the details beyond that are a little unclear, with Zuckerberg saying it's still in active development.

但他确实表示，Meta希望在假期前推出这款产品。

But he did say that Meta hopes to ship it in time for the holidays.

我觉得，大概六个月前，几乎所有人都会本能地否定这类产品，无论是从智能体能力还是对Meta这个来源的怀疑来看。

Now, this is the type of product that I think about six months ago almost everyone would've reflexively dismissed, both from the standpoint of agent capabilities as well as the skepticism around the source from Meta.

而这次公告的初步反应则要感兴趣得多。

The initial response to this announcement has been much more interested.

软件工程师babyfolio写道：“我很好奇Muse Charm和Ray-Bans日常使用起来到底是什么感觉。”

Software engineer babyfolio writes, "I wonder what Muse Charm and Ray-Bans will actually be like to use day to day.

我确实很想试试它们。

I'd definitely like to try them.

就我个人而言，我觉得这个方向是对的。

Personally, I think this is the right approach.

把AI带到现实世界里，可能会让更多人用上它，尤其是那些不会每天打开聊天机器人应用的人。

Bringing AI into the real world could get a lot more people using it, especially those who aren't going to open a chatbot app every day."

Monique在X上写道：“Muse Charm可能会成为Meta有史以来推出的最重磅产品之一，也可能像元宇宙一样彻底搞砸。”

Monique on X writes, "Muse Charm could end up as one of the biggest products ever launched by Meta or could go just as wrong as the metaverse.

这可能会走向两个极端。

This could go two ways.

第一种，你把那些占用大部分时间的任务交给AI代理，自己则专注于创意、人类活动、与所爱之人的美好时光、爱好等等。

One, you leave the tasks that take most of your time to the AI agent while you work on your creativity, human activities, quality time with people you love, hobbies, et cetera.

第二种，它让你沉迷到自我封闭，整天只跟一个小角色聊天，由它决定你吃什么、买什么、回复谁，而你甚至不会察觉，因为那感觉像是在帮你。

Or two, it makes you so obsessed that you end up isolating yourself and just talking to a little character that decides where you eat, what you buy, and who you reply to, and you won't even notice because it will feel like help."

当然，显然还有第三种可能，就是它其实不够好，这两种情况都不会发生。

Now, obviously, there is a third option, which is that it's just not really good enough to do either of these things.

而且我觉得，到目前为止，大多数密切关注的人都会默认是这样。

And again, I think that up until now, that would've been most close observers' default assumption.

但Silicon Data的研究主管Steve Hau认为，情况已经发生了变化。

But Silicon Data head of research, Steve Hau, thinks that something has shifted.

他写道：“我们已经看到过几个这样的想法来了又去。”

He wrote, "We've seen a few of this idea come and go.

Humane AI Pin、Rabbit r1，还有其他一些我记不清的。

Humane AI Pin, Rabbit r1, and some others I'm forgetting.

它们全都失败了。

They all flopped.

AI的能力还不足以支撑这种大胆的功能形态，所以人们最终还是得看手机。”

The AI wasn't good enough to support the bold functional form, so people still find themselves needing to look at the phone."

我觉得这次可能终于不一样了。

I think this may finally have changed.

来自Google DeepMind的Nick Cago甚至更乐观，他写道：“刚看完Meta Connect 2026，哇，Meta真的把‘AI为人人’这个理念讲透了。”

Nick Cago from Google DeepMind is even more optimistic, writing, "Just watched Meta Connect 2026 and wow, Meta is really nailing this AI for everyone narrative.

第一次，AI能如何惠及普通人、改善他们的生活，变得如此清晰。

For the first time, it's actually so clear how AI can benefit the average person and improve their lives."

而且，如果你以为AI进入现实世界的这股趋势只限于Meta，那可就错了。SpaceX AI也在把他们的智能助手推广到新的平台上，随着GrokBot在特斯拉汽车中的推出。

And lest you think that this trend towards AI in the real world is just limited to Meta, SpaceX AI is also pushing their agent across new surfaces with the launch of GrokBot in Teslas.

这实际上就是你的特斯拉里的GrokBot，意味着理论上，你通过GrokBot管理的任何事情，都可以在车里完成。

This is literally GrokBot inside your Tesla, meaning theoretically, anything that you're managing with GrokBot, you can manage from your car.

特斯拉内容创作者Daven Olson展示了自己在开启全自动驾驶模式下，在星巴克下单。

Tesla content creator Daven Olson showed himself placing an order at Starbucks while using full self-driving mode.

特斯拉工程师Nick Cruz-Patane演示了他的GrokBot在移动中购买AirPods并点咖啡。

Tesla engineer Nick Cruz-Patane demonstrated his GrokBot shopping for some AirPods and ordering a coffee on the go.

特斯拉粉丝Sawyer Merritt写道：“你可以通过GrokBot在特斯拉里用语音在线购物，比如在亚马逊上，管理邮件、日历、财务或其他任务。”

Tesla fan Sawyer Merritt wrote, "You can order stuff online, such as Amazon, manage your email, calendar, finances, or other tasks through GrokBot using just your voice in your Tesla.

不需要单独的应用程序。

There is no separate app.

一切都集成在你特斯拉现有的Grok语音界面中。

Everything just lives within the existing Grok voice interface in your Tesla."

现在，AI开发者Alex Finn的野心可不止是用他的GrokBot点杯咖啡那么简单。

Now, AI builder Alex Finn is a lot more ambitious than just ordering coffee from his GrokBot.

他写道：“让你的车带着你到处跑，同时你还能跟一群智能体聊天，这感觉太棒了。”

He wrote, "Having your car drive you around while you talk to an army of agents is incredible."

对Alex来说，重点是在去任何地方的同时，管理他那个不断壮大的数字智能体帝国。

For Alex, it was all about managing his burgeoning digital agent empire while going to wherever he needed to go.

不过，即便有了这些变化，App Store的表现，以及人们对这类新产品越来越感兴趣，但大家对个人消费级智能体这类产品仍然持基本的怀疑态度。

Now, even with all of these changes, the App Store performance, more interest in this new category of products, there is still a base-level skepticism around this product category of personal consumer agents.

Riley Brown指出Muse在App Store上排名第一，但他也补充说：“不过说实话，这些数字很难让人信服。”

Riley Brown, who pointed out that Muse is number one on the App Store, also added, "To be fair, though, it's hard to trust the numbers."

他把它比作Threads，说：“这个平台虽然技术上跟X竞争，但一直感觉死气沉沉的。”

He compared it to Threads, where he said, "The platform, while technically competing with X, has always felt dead.

Threads给人的感觉是，大多数用户都是被Instagram骗去下载的。

Threads feels like a platform where most of the users were tricked into downloading it through Instagram.

现在说Muse表现如何还为时过早。”

It's too early to tell how Muse is doing."