对AI的反弹正变得越来越愚蠢，但也越来越明智。

反AI的讨论现在真是越来越离谱，但同时也越来越有成效了。

The anti AI conversation is somehow getting dumber and more productive at the same time.

这周，一位中间派州长，一年前还在大力宣传州内AI投资，现在却完全改口，签署了一项非常强硬的行政命令，让数据中心在他的州内建设变得困难得多。

This week, a centrist governor who just a year ago was touting AI investment in the state reversed course entirely to sign an extremely strong executive order that makes it much harder for data centers to get built in his state.

我们还看到一个广告火了，里面一位前NFL球星转行做播客的，把自己的尿液寄到了数据中心。

We also saw a commercial go viral that features a former NFL star turned podcaster sending his urine to a data center.

毫无疑问，美国人对数据中心的敌意已经达到了顶峰，政客们也注意到了这一点。

There is no doubt that American animosity towards data centers is at a high, and politicians are recognizing it.

然而，尽管OpenAI自愿暂停训练，而且我们刚才提到的那位州长选择了一项有具体标准的行政命令，而不是全面暂停，让数据中心建设者可以满足这些标准，我其实觉得，未来的积极进展比现在看起来要多得多。

And yet, as OpenAI voluntarily pauses their training, and that governor that we were just mentioning before chose an executive order with specific criteria that data center builders could meet instead of a blanket moratorium, I actually think that there's way more positive progress on the horizon than it might seem right now.

《AI每日简报》是一个每日更新的播客和视频节目，讨论AI领域最重要的新闻和话题。

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

好了，朋友们。

Alright, friends.

在我们深入之前，先快速说几个通知。

Quick announcements before we dive in.

首先，感谢今天的赞助商，毕马威、Rackspace、Blitzy 和 Hyperagent。

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

想收听无广告版本，可以前往 patreon.com/aidailybrief，或者在 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.

如果想要了解如何赞助这个节目，请发送邮件到 sponsors@AIdailybrief.AI。

And to learn more about sponsoring the show, send us a note at sponsors@AIdailybrief.AI.

接下来想提醒一下下周的活动。如果你听过我最近关于图工程或循环的节目，我们为你准备了一场非常实用的网络研讨会和工作坊。

Now one thing that I wanted to flag coming up next week, if you have listened to any of my recent episodes on graph engineering or loops, we've got a practical webinar and workshop for you.

核心理念是，你的AI能做的事情比你现在可能让它做的要多得多。

The premise is that your AI can do a lot more than it's probably doing.

如果你把它设置得当，它可以一直坚持到任务完成为止。

If you set it up for success, it can work until the job is done.

在这次课程中，我们会把开发者和软件工程师已经在使用的智能体循环，转化为适合所有类型知识工作者使用的方法。

In this session, we're going to take the sort of agentic loops that developers and software engineers are already using and make them applicable for knowledge workers of all stripes.

前六十分钟是由 Nufar Gaspar 主持的直播环节，她会讲解循环、实地展示循环运作、解释图工程，还会留出问答时间。

The first sixty minutes will be a live session led by Nufar Gaspar that explains loops, shows a real loop live in action, explains graph engineering, and has time for q and a.

接下来的三十分钟，我们会有一个动手实践的环节，你可以为自己手头的工作设计一个循环。

And then in the next thirty minutes, we'll have a hands on lab where you can design a loop for your own work.

这个活动完全免费，就在下周三，8月26号，东部时间下午两点。

This is completely free and happening next Wednesday, August 26 at 2PM eastern.

如果你报名了但没法参加，我们也会把录播发给你。

And if you register and can't make it, we will send you the recording as well.

所有信息都在aideallybrief.ai上，我们下周三见。

All the information will be on aideallybrief.ai, and I'll see you next Wednesday.

今天我们先从一个昨天让我特别恼火的故事说起，不过它之所以重要，是因为华尔街对它的反应。

We kick off today with a story that really got my goat yesterday but IS relevant because of how it's being received on Wall Street.

简单来说，两大AI实验室，也就是OpenAI和Anthropic，本周因为收入相关的报道而面临更多审视。

The tldr is that the two major AI labs, OpenAI and Anthropic of course, are facing increased scrutiny after reports around their revenue this week.

OpenAI最近告诉投资者，他们的年化收入已经超过了400亿美元，而Anthropic则告诉投资者，他们达到了650亿美元。这两个数字一开始看起来都很不错，表明尽管夏季有所放缓，收入仍在强劲增长。

OpenAI recently told investors that they'd surpassed a $40,000,000,000 annualized revenue run rate, while Anthropic told investors they had reached 65,000,000,000 Both numbers seemed pretty positive at first, showing that revenue was still growing quite strongly despite a summer slowdown.

然而，在IPO前的这个阶段，很多人既想找理由不看好，也想吹捧这些数字，而怀疑论者认为他们发现了底下的某些弱点。

However, capturing the zeitgeist of the pre IPO period, whereas many folks are looking for reasons to not be enthusiastic as they are to pump the numbers, the skeptics think that they've found some weaknesses underneath.

在OpenAI这边，《华尔街日报》发了一篇文章，标题是《OpenAI第二季度销售增长相比Anthropic显得平淡》。

On the OpenAI side, The Wall Street Journal dropped a piece called OpenAI's Second Quarter Sales Showed Tempid Growth Compared With Anthropic.

OpenAI告诉投资者，整个第二季度收入增长了18%，达到了67亿美元。

OpenAI had told investors they saw 18% revenue growth across the entire second quarter to reach 6,700,000,000 in revenue.

不过，文章援引知情人士的话说，其运营利润率进一步恶化，让公司离盈利更远，而这时大家正期待它进行首次公开募股。

However, citing sources familiar with the matter, the journal wrote, its operating margins sank further into the red, pushing the company farther away from profitability ahead of a much anticipated initial public offering.

所以，这确实是事实。

So that is factually accurate.

那我不满的地方在哪里呢？

So where's my beef?

你是个聪明人，今天选择打开这个节目，你可能会注意到，现在已经八月中旬了，而第二季度在六月底就结束了。

Well, you, being a smart individual who decided to turn on this show today, might notice that we're pretty deep into August right now and that the second quarter ended at the end of June.

如果我们想了解增长势头，是不是应该问问季度结束后的七个星期发生了什么，尤其是在AI这个发展如此迅速的行业里？

If we are trying to understand a momentum story, is it perhaps worth asking what has happened in the subsequent seven weeks since the quarter ended, especially in the context of an industry which moves as fast as AI does?

《华尔街日报》对此只提了一句：OpenAI告诉投资者，自7月推出新模型系列以来，增长率已经回升，知情人士说。

What the journal says about that is the one line, OpenAI has told investors that its growth rate has picked up since the launch of a set of new models in July, the people said.

但这不仅淡化了自前沿模型发布以来整个新阶段的情况，还暗示我们获取这些信息的唯一来源还是那些匿名消息人士。

But not only does that minimize that this entire new period has been subsequent to the release of a frontier model, but it also suggests that our only sources for this information are the same anonymous sources that they had for the rest of it.

但事实并非如此。

But that's not true.

OpenAI的高管们一直在分享具体的数字。

OpenAI executives have been sharing precise numbers.

首席财务官Sarah Fryer到处提供精确的细节，而Greg Brockman在CNBC对Andrew Sorkin表示，7月的收入环比增长了20%。

CFO Sarah Fryer has been running around giving precise details, and Greg Brockman on CNBC told Andrew Sorkin that July revenue had grown 20% month over month.

把这些明面上的细节都略过不提，只会让人觉得是在刻意营造某种叙事。

Not including those very out in the open details only serves to reinforce a narrative.

如果你一直纳闷为什么大家对主流媒体总带着不信任感，原因就在于这种操作。

If you ever wonder why people have trust issues when it comes to mainstream media, it's crap like this.

不管你怎么看待我对那篇报道的吐槽，华尔街日报开始对这几家公司的财报数据加大审查力度，这本身就很说明问题。

But however you feel about my beef with that, it is telling that The Wall Street Journal is finding resonance with increased scrutiny around these companies reported numbers.

在理解市场走向方面，尤其是在这波IPO前的阶段，这是一个很重要的信号。

That is an important signal in terms of understanding where the market is heading into this pre IPO period.

不过，Anthropic 这次也没能逃过审查。

Anthropic, however, in this case, has not been spared scrutiny either.

Semi Analysis 的 CEO Dylan Patel 对 Anthropic 偏爱的会计方法狠狠吐槽了一把，发帖说：哇，你们看过 Anthropic 的 ARR 吗？

Semi Analysis CEO Dylan Patel took a pretty big swipe at Anthropic's preferred accounting methods posting, wow, have you all seen Anthropic ARR?

按最近一小时下午2点的数据乘以8760来算的。

As measured by the last one hour at 2PM times 8,760.

当然，这个笑话的意思是，Anthropic 的收入计算方式在公开市场上是站不住脚的。

The joke is, of course, that Anthropic doesn't measure revenue in a way that would pass muster in public markets.

他们拿过去四周的 API 收入，然后外推成一整年的数字。

They take the past four weeks of API revenue and extrapolate that out to a full year.

不管你是否同意这会导致数字虚高，至少这不算经常性收入，因为它是通过 API 按需出售的。

And whether you agree or not that leads to an inflated figure, at the very least, it's not recurring revenue by the nature of being sold on demand through the API.

更深入的观点来自 Semi Analysis 的主账号，它发帖说：Anthropic 在2026年第二季度，来自 Bedrock Foundry 和 Gemini Agent Enterprise 等间接渠道的收入占 ARR 的40%以上，而 API 和 B2B 贡献了实验室净新增 ARR 的绝大部分。

Now the deeper take came from the main semi analysis account which posted, Anthropic crossed 40% of ARR from indirect channels like Bedrock Foundry and Gemini Agent Enterprise in the second quarter of twenty six, with API and B2B making up the vast majority of net new ARR dollars at the labs.

这种结构变化很重要，因为间接收入的变现方式和直接收入不一样。

The mix shift matters because indirect revenue isn't monetized the same way direct is.

Semi Analysis 接着解释说，超大规模云服务商会抽成，但 Anthropic 在计算收入时并没有扣除这部分，所以他们的数字看起来比竞争对手好得多。

Semi Analysis went on to explain that hyperscalers take a cut, but Anthropic counts their revenue before removing that cut, which can make their numbers look a lot better than their competitors.

再说，细节先放一边。

Again, hold aside the details.

关键在于，华尔街有史以来最大最强的两家公司，现在正受到越来越多的审视。

The takeaway is that scrutiny is ramping up on two of the largest and strongest companies that Wall Street has ever seen.

从来没有人经历过这样的定价公司：收入每月增长20%，一年之内从几十亿飙升到几百亿。

No one has experienced pricing companies that are growing revenue at 20% a month after ramping single digit billions to tens of billions in a year's time.

随着 IPO 临近，分析师们还在琢磨怎么理解这些业务，预计噪音会越来越大。

As the IPO comes nearer, expect the noise to increase as analysts figure out how to even wrap their heads around these businesses.

你还可以期待更多基于新颖商业模式的竞争策略。

You can also expect a lot more novel business model based approaches to competition.

比如，OpenAI 正在通过折扣 token 来争夺更大的开发者市场份额。

For example, OpenAI is discounting tokens to win a bigger share of the developer market.

周一，OpenAI 宣布 GPT 5.6 的 token 在 OpenRouter 和 Vercel 的网关上将半价销售。

On Monday, OpenAI announced that GPT 5.6 sold tokens would be half price on OpenRouter and Vercel's gateway.

OpenAI在最近几周已经对较小的Luna和Terra版本应用了同样的折扣。

OpenAI had already applied the same discount to the smaller Luna and Terra variants in recent weeks.

这一折扣增强了OpenAI与更便宜的中国模型竞争的能力，同时也让他们的模型在与Anthropic的模型相比时，成为更具成本效益的选择。

The discount increases OpenAI's ability to compete with cheaper Chinese models and also positions their models as a better cost efficiency choice against models from Anthropic.

这在OpenRouter和Vercel Gateway上尤其重要，因为很多用户只是让路由器自动做出选择。

This is particularly important on OpenRouter and Vercel Gateway, as a lot of users simply allow the router to make that choice automatically.

折扣已经初见成效，过去一个月Luna的使用量飙升。

The discounting is already paying dividends, with use of Luna skyrocketing over the past month.

现在它是该平台上使用最多的闭源模型，使用量比OPUS五和Sonnet五加起来还多40%，即使包括开源模型，总体也排在第六位。

It's now the top used closed model on the platform seeing 40% more use than OPUS five and Sonnet five combined, and sixth overall even including the open models.

现在，看空AI的人可能会警告说，这种折扣是价格战的开始，显然会导致AI泡沫破裂。

Now AI bears might warn that this discounting is the beginning of a price war that obviously leads to the AI bubble popping.

但OpenRouter不一定是一个很好的地方来寻找价格战真正爆发的证据。

But Open Router isn't necessarily a great place to look for evidence that a price war is actually breaking out.

尽管OpenRouter在Stripe的大交易中有所增长，但它在整体token使用量中占比极小，这意味着OpenAI可以在OpenRouter上大幅打折，而不会对业务产生实质性影响。

Despite its rise in its big sale to Stripe, Open Router is a vanishingly small portion of overall token usage, meaning that OpenAI can discount pretty heavily on Open Router without materially impacting the business.

事实上，Semi Analysis再次认为，这其实是一个精明的营销策略，因为媒体是如何报道OpenRouter指标的。

In fact, Semi Analysis once again believes that this is actually a canny marketing ploy due to how the media reports Open Router metrics.

他们写道：尽管OpenRouter和Vercel只占OpenAI总token量的一小部分，但它们的影响却不成比例地大，因为它们是大家用来估算AI实验室和模型市场份额的两个主要数据来源。

They wrote: Despite being a very small portion of OpenAI's total token volumes, OpenRouter and Vercel are disproportionately impactful because they are two of the main data sources everyone uses to estimate AI lab and model market share.

如果降价50%能在下个月让Five6 SOL的token量翻倍以上，很多投资者可能会天真地认为这是OpenAI相对于Anthropic的一大胜利。

If the 50% price cut is able to more than 2x token volumes for Five6 SOL over the next month, many investors will likely naively view it as a big win for OpenAI versus Anthropic.

现在继续讲IPO前的主题，The Information报道说，Anthropic正在准备治理结构改革，以便在IPO前让Dario Amade获得更大的公司控制权。

Now staying on the theme of the pre IPO period, the information reports that Anthropic is preparing a governance overhaul to give Dario Amade greater control over the company ahead of the IPO.

简单来说，Anthropic正准备给Amade和其他联合创始人授予超级投票权股份。

The TLDR is that Anthropic is preparing to grant supervoting shares to Amade and the other co founders.

这个数据本身就足以让很多人目瞪口呆，我觉得Palm总结得特别好，他写道：我不知道哪个更疯狂——Dario只拥有Anthropic的2%股份，还是这2%的股份价值约200亿美元。回到正题，尽管创始人总共持有约15%的股份，但超级投票权股份将让他们能够否决股东投票，并控制董事会的任命。

Now this stat alone had a lot of people's gobs smacked, and I thought Palm summed it up pretty well when he wrote: I don't know what is crazier: Dario only owning 2% of Anthropic or 2% of Anthropic being worth about $20,000,000,000 Coming back to the substance at hand, despite the founders' roughly 15% ownership as a collective, the supervoting shares would allow them to veto shareholder votes and control appointments to the board.

需要说明的是，使用特殊类别的股份让创始人保持对公司的控制，这在科技行业已经相对常见了。

Now to be clear, using special classes of shares to allow founders to keep control of their company has become relatively common in the tech industry.

谷歌联合创始人拉里·佩奇和谢尔盖·布林被认为是硅谷开创这一做法的先驱，在谷歌2004年IPO之前就采用了这种方式。

Google co founders Larry Page and Sergey Brand are credited with pioneering the approach in Silicon Valley ahead of Google's 2004 IPO.

马克·扎克伯格后来在2012年Facebook上市前也这么做了，最近我们还看到埃隆·马斯克对SpaceX采取了同样的做法。

Mark Zuckerberg then followed prior to Facebook's IPO in 2012, and more recently, we saw Elon Musk take this approach with SpaceX.

不过，即使这种创始人股份越来越常见，也不难理解为什么有些人对Anthropic采取这种做法，而不是对其他公司，会有不同的反应。

However, even if these sort of founder shares have become increasingly common, it's not hard to understand why some people are having a different reaction to Anthropic taking that approach than to these other companies.

这家公司，按照他们自己的说法，正在试图构建强大到可能对社会发展轨迹产生重大影响的人工智能系统。

This is a company which, using their own framing, is attempting to build AI systems so powerful they could have a major impact on the trajectory of society.

实际上，有报道说，他们的创始人认为，在击败所有竞争对手之后，这家公司可能是世界上唯一剩下的私营公司。

So powerful, in fact, where reports say that their founder believes that they could be the only private company left in the world after outcompeting everyone else.

在这种情况下，我觉得人们会希望股东和公众对公司的决策有更多而不是更少的控制权。

That's a scenario where me thinks people are gonna want shareholders and the public at large to have more rather than less control over the decisions that they make.

最后，今天有一个有趣的小故事，能让我们了解公司是如何评估独特数据的价值的。

Lastly, today, an interesting little story that tells us a bit about how companies are valuing unique data.

谷歌在竞标中击败了人工智能数据标注服务公司Merkor，赢得了精神航空的企业数据。

Google has won a bidding war against AI data labeling service, Merkor, for the corporate data from Spirit Airlines.

这些数据上周在破产拍卖中竞标，谷歌以1000万美元的出价胜出，超过了Merkor的750万美元。

The data went under the hammer last week in a bankruptcy auction, and Google submitted the winning bid at $10,000,000 beating Merkor at 7,500,000.

我们现在看到的是AI时代第三次大规模的数据收集浪潮。

What we're seeing is the third big data push of the AI era.

首先，AI实验室抓取了互联网上的每一个网页，上传了所有可用的书籍，用来训练模型写作和掌握通用知识。

First, we saw the AI labs scraping every page of the Internet and uploading every available book to train their models on writing and general knowledge.

接着，随着编程智能体的兴起，AI实验室开始收购失败初创公司的代码库来构建自己的系统。

Then the rise of coding agents saw AI labs buying out the code bases of failed startups to build.

现在，AI实验室又花钱购买企业数据，用来训练他们的智能体处理白领工作。

Now the AI Labs are paying up for corporate data to help train their agents to do white collar work.

在这个案例中，谷歌并不是为了打造更好的AI旅行产品而购买客户信息或支付记录，因为这些数据不在出售范围内。

In this case, Google isn't buying customer information or payment records to build a better AI travel product, as that data is excluded from the sale.

他们纯粹对普通的内部通讯数据感兴趣，比如电子邮件、Slack消息和会议记录。

They're purely interested in mundane internal communications data like email, Slack messages, and meeting transcripts.

他们的目标是利用这些数据帮助智能体理解企业的运作方式。

The goal is to use this data to help agents understand how corporations function.

针对这场竞购战，Merkor表示，企业坐拥数十年的记录，这些记录展示了真实的工作是如何完成的。

Commenting on the bidding war, Merkur said, Companies are sitting on decades of records that show how real work gets done.

大家对这笔交易表现出了出人意料的浓厚兴趣，尤其是它可能开启的其他数据来源的可能性。

There's a surprising amount of interest in this deal, in particular for the possibilities of other data sources that it opens up.

不过，也有人持怀疑态度，认为这些数据实际上并没有那么大的价值。

Although there's also a lot of skepticism that it's going to actually be valuable.

最常见的看法之一就像Sheikadelec写的那样：真的吗？

Maybe the most common take was exemplified by Sheikadelec who wrote: Really?

我们居然想训练模型来模仿Spirit？

We want to train models to be like Spirit?

不过今天关于头条新闻的部分就先到这里。

For now, however, that's going do it for today's headlines.

接下来进入正片。

Next up, the main episode.

KPMG和德克萨斯大学奥斯汀分校的一项新研究发现，当人们使用AI时，相似的技能并不能保证产生相同的结果。

A new study from KPMG and the University of Texas at Austin found that when people work with AI, similar skills don't guarantee similar outcomes.

研究人员对500多名职场新人进行了研究，发现表现最好的人总是能通过引导、评估和优化AI的输出结果来放大其价值。

Researchers studied more than 500 early career professionals and found that the best consistently amplified the value of AI by guiding, evaluating, and refining its outputs.

这些表现顶尖的人被称为AI放大器，他们之所以出色，并不单靠知识储备，而是看他们如何与AI协作。

These top performers, called AI amplifiers, weren't defined by what they knew alone, but by how they worked with AI.

想了解AI放大器与其他人的区别，请访问kpmg.com/us/aiaamplifiers。

Learn more about what separates AI amplifiers from everyone else at kpmg.com/us/aiaamplifiers.

目前企业AI领域一个比较有意思的变化是，讨论重心正迅速转向基础设施和运维方面。

One of the more interesting shifts in enterprise AI right now is how quickly the conversation is moving towards infrastructure and operations.

随着AI深入核心工作流、受监管的数据环境以及智能体系统，企业需要一套有治理机制的基础设施和推理能力，确保日常运行稳定可靠，并且从一开始就明确运营责任。

As AI moves into core workflows, regulated data environments, and agentic systems, enterprises need governed infrastructure and inference that can operate reliably day to day, with clear operational accountability built in from the start.

随着这些系统规模扩大，运营模式越来越成为AI战略本身的一部分。

As those systems scale, the operating model increasingly becomes part of the AI strategy itself.

Rackspace Technology负责运营完整的企业级AI技术栈，涵盖从智能体到基础设施，横跨私有云、混合云和边缘环境。

Rackspace Technology is the operator of the full enterprise AI stack, from agents to infrastructure across private cloud, hybrid cloud, and edge environments.

Rackspace为那些对主权、合规性和高可用性有硬性要求的组织构建并运营受治理的AI基础设施、推理及生产级AI系统。

Rackspace builds and operates governed AI infrastructure, inference, and production AI systems for organizations where sovereignty, compliance, and uptime are non negotiable.

因此，部署工程师会在系统上线后继续驻场，协助在实际环境中落地并运行AI。

Therefore, deployed engineers stay embedded beyond deployment to help operationalize and run AI in live environments.

想了解更多关于企业AI在哪里运行以及成果如何扩展的信息，请访问rackspace.com。

To learn more about where enterprise AI runs and outcomes scale, go to rackspace.com.

这就是为什么大多数传统系统现代化项目会失败：负责工作的AI无法理解大规模代码库。

Here's why most legacy modernization projects fail: the AI doing the work can't understand codebases at scale.

它只能看到一小部分上下文，检查语法，却错过了分布在全球应用生态系统中的多年决策。

It sees a small slice of context, examines syntax, and misses years of decisions distributed across the global application ecosystem.

Blitzy解决这个问题的方式和它解决其他问题的方式一样。

Blitzy solves this the way it solves everything.

在任何迁移开始之前，Blitzy的代理会基于你的代码，将整个遗留系统逆向工程成一个持久的知识图谱。

Grounded in your code before any migration begins, Blitzy's agents reverse engineer the entire legacy system into a persistent knowledge graph.

每一个依赖、每一个约束、每一条曾经只存在于某个工程师脑海中的隐性知识。

Every dependency, every constraint, every piece of tribal knowledge that used to live in one engineer's head.

基于这种理解，Blitzy自主执行语言迁移、框架升级以及从单体架构到微服务的转型，并且全程进行端到端验证。

From that understanding, Blitzy autonomously executes language migrations, framework upgrades, and monolith to microservices transformations, all validated end to end.

Blitzy的一位客户在十六周内用编码代理现代化了一个价值一千万美元的单体保险系统，而基线时间是一百三十七周。

One Blitzy customer modernized a $10,000,000 monolithic insurance stack in sixteen weeks against a one hundred and thirty seven week baseline with coding agents.

这相当于压缩了9倍。

That's 9x compression.

在加速你的路线图的同时，摆脱技术债务。

Retire technical debt while accelerating your roadmap.

访问blitzy.com了解更多。

See how at blitzy.com.

就是blitzy.com。

That's blitzy.com.

本期《AI每日简报》由Hyperagent赞助，你可以在这里管理你的团队可以共同管理的代理群。

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

新用户可获得1000美元的推理额度。

New users get $1,000 in inference.

别再依赖本地代理和聊天工作流，等着你的笔记本电脑被提示了。

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

Hyperagent在云端部署始终在线的代理，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.

营销部门的智能体能把竞争对手的动作变成落地页。

Marketing's agent turns competitor moves into landing pages.

销售部门的智能体能丰富潜在客户信息、起草邮件，还能更新客户关系管理系统。

Sales's agent enriches leads, drafts emails, and updates the CRM.

运营智能体负责处理文书工作，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定。

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

是时候让智能体像队友一样工作了。

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

去Hyperagent雇佣你的智能体吧，它由Airtable团队打造。

Hire yours at Hyperagent, built by the team at Airtable.

在hyperagent.com/aideallybrief领取你的1000美元推理额度。

Claim your $1,000 in inference at hyperagent.com/aideallybrief.

欢迎回到AI每日简报。

Welcome back to the AI Daily Brief.

今天我们要聊一个很有意思的矛盾现象。

Today, we are talking about an interesting paradox.

简单来说，反AI的浪潮，特别是针对数据中心的反对声音，明显变得越来越不理性了，或者说更多是跟着梗走、做做样子。

In short, the anti AI backlash as embodied specifically in the anti data center backlash is fairly undeniably getting dumber or at least more meme driven and more performative.

但与此同时，最近的一些变化也表明，未来可能会有更多的理解和合作空间，比以往任何时候都多。

But at the same time, some of the latest shifts do suggest that going forward, there may be a bit more room for understanding and collaboration than there has been up till now.

那么，这两件事怎么能同时成立呢？

So how can these two things be true at the same time?

要理解这一点，我们得先看看那些表演性和玩梗的部分。

Well, to understand, we have to start by looking at the performative and meme side of things.

昨天，Liquid Death发布了一支新广告，请来了前NFL球星Jason Kelce，他也是《New Heights》播客的主持人之一，和他弟弟——也就是泰勒·斯威夫特的男朋友一起。广告的主题是往数据中心寄尿。

Yesterday, this new Liquid Death commercial featuring Jason Kelce, a former NFL star and one half of the New Heights podcast with his brother, mister Taylor Swift, released with the theme of mailing urine to data centers.

Liquid Death当然以大胆的广告活动著称，所以对他们来说，这种广告并不意外。

Liquid Death is, of course, known for their provocative ad campaigns, and so something like this isn't all that surprising from them.

值得注意的是，广告商们捕捉到了当下的情绪，并得出结论：一个关于真的往数据中心寄尿的广告会受欢迎。

What's notable is that the advertisers read the sentiment in the room and came to the conclusion that an ad about literally mailing urine to data centers would be popular.

《连线》杂志的Mac Zeph总结得很到位。

Wired's Mac Zeph summed it up perfectly.

对科技行业来说不幸的是，现在讨厌数据中心太流行了，以至于公司觉得这能帮他们卖啤酒和水。

Unfortunately for the tech industry, hating data centers is now so popular that companies think it will help them sell beer and water.

也许他们是受到了喜剧演员Charlie Berens的启发，他把反对数据中心称为自啤酒以来最两党一致的问题。

Perhaps they were inspired by comedian Charlie Berens who called opposition to data centers the most bipartisan issue since beer.

当然，这种对数据中心、AI以及更广泛的科技的反对，不仅仅出现在网络梗里。

Now, of course, it is not just Internet memes where this opposition to data centers and AI and tech more broadly is showing up.

佐治亚州参议员John Ossoff，目前正在竞选连任，并且在民主党圈子里越来越多地被讨论为2028年总统大选像奥巴马那样团结人心的候选人，他把反对科技作为自己的核心纲领之一。

Georgia senator John Ossoff, who is currently running for reelection and who is increasingly being discussed in democratic circles as an Obama esque uniter candidate for the 2028 presidency, has made opposition to tech one of his central platforms.

在最近的一则广告中，他说，退一步想想，这情况真是荒谬。

In a recent ad, he said, when you step back and consider it, the situation is absurd.

科技巨头们挖地堡，警告我们他们正在训练的新智能可能导致大规模失业或人类灭绝，而我们的国会却在讨论宴会厅和青少年体育。

Tech titans dig bunkers and warn us the new intelligence they're training could lead to mass joblessness or human extinction, while our congress debates ballrooms and youth sports.

但是，Dario，你一直唠叨AI可能造成多少工作流失，这肯定对舆论一点影响都没有。

But yes, Dario, your constant badgering about the number of jobs that could be lost by AI definitely isn't impacting the narrative at all.

除非你觉得这只是一个简单的左右党派分歧问题，在威斯康星州州长竞选中，共和党候选人汤姆·蒂法尼发布了一则广告，把他的对手大卫·克劳利称为“数据中心大卫·克劳利”，好像这是在国家电视台上骂人一样。

Unless you think this is just a left right easy partisan divide issue, in the race for Wisconsin governor, Republican candidate Tom Tiffany has dropped an ad labeling his opponent David Crowley as data center David Crowley as though it were swearing on national TV or something.

他在X上发布了一段大卫·克劳利的视频片段，克劳利说：“我们有机会真正成为人工智能和数据中心枢纽，不仅服务全国，而且服务全球。”

He posted on x a video clip of David Crowley saying, there's an opportunity for us to really become AI and a data hub not only for the entire country, but for the entire globe.

但这并不是昨天吸引所有人注意的大新闻。

But that's not the big news that captured everyone's attention yesterday.

宾夕法尼亚州州长乔什·夏皮罗是另一位在民主党圈子里经常被提及的2028年总统候选人竞争者。

Pennsylvania governor Josh Shapiro is another person who's frequently mentioned in Democratic circles as a contender for the 2028 candidacy.

相对于新兴的民主社会主义者美国浪潮，夏皮罗属于温和派和中间派。

Relative to the emerging wave of Democratic Socialists of America, Shapiro is moderate and a centrist.

就在十四个月前，夏皮罗还自豪地宣布亚马逊计划投资200亿美元到宾夕法尼亚州，作为大规模AI基础设施建设的一部分。

Just fourteen months ago, Shapiro was proudly announcing plans for Amazon to invest $20,000,000,000 into Pennsylvania as part of a large AI infrastructure build out.

所以当昨天他不仅签署了关于AI数据中心的行政命令，而且以极其强硬的语气宣传该命令时，人们都注意到了。

And so people took notice when yesterday, he not only signed an executive order around AI data centers, but took an extraordinarily aggressive tone in publicizing that order.

他在推特上说：“立即生效，我要警告AI数据中心开发商。”

He tweeted, effective immediately, I'm putting AI data center developers on notice.

如果他们想在宾夕法尼亚州做生意，就必须遵守全国最严格的标准，并且得到当地社区的批准。

If they want to even think about doing business in Pennsylvania, they must adhere to the strictest standards in the nation and get approval from the local community.

宾夕法尼亚州的人民有权拒绝不受欢迎的AI数据中心项目，并阻止那些试图无视邻居关切、强行进入我们社区的开发商。

Pennsylvanians deserve the right to say no to unwanted AI data center projects and block developers who are trying to bully their way into our neighborhoods without addressing neighbors' concerns.

记者斯科特·麦克法兰写道，州长乔什·夏皮罗今天用这些词来形容数据中心开发商：掠夺者、恶霸、偷偷摸摸。

Journalist Scott McFarlane wrote, Governor Josh Shapiro used the following words to describe data center developers today: predators, bullies, secretive.

在另一条推文中，他说，我不会允许宾夕法尼亚州的人民被贪婪的开发商欺负，也不会允许那些为大科技公司工作的律师们碾压我们。

In another tweet, he said, I will not allow Pennsylvanians to be bullied by greedy developers and bulldozed by the lawyers working for these big tech companies.

我要让这些开发商知道，他们不能欺负宾夕法尼亚州的人民，不能无视我们享有清洁空气和纯净水的宪法权利，也不能抬高我们的水电费。

I'm putting these developers on notice and letting them know that they will not bully Pennsylvanians, disregard our constitutional right to clean air and pure water, and drive up our utility bills.

我将动用我全部行政权力，阻止那些令人反感、毫无道理的项目，并实施全国最严格的保护措施。

I'm using the full weight of my executive authority to block the objectionable, unwarranted projects and put the nation's strictest set of protections in place.

在像X这样的科技前沿社区里，有很多人对夏皮罗州长的这一转变感到惋惜。

Now among the tech forward community of a place like X, there were plenty of people lamenting this turn from Governor Shapiro.

RSI创新政策分析师亚当·特里尔写道：乔什·夏皮罗州长说被贪婪的开发商欺负，这到底是怎么回事？

RSI innovation policy analyst Adam Terrier writes: What is this nonsense on data centers from Governor Josh Shapiro about being bullied by greedy developers?

没有人是被逼着在自己的州或社区建数据中心的。

Nobody is being bullied into building data centers in their states or communities.

他们完全是自愿决定是否把这些投资和经济就业机会带到自己的州和社区。

They decide willingly if they are going to bring those investments in economic and job opportunities into their states and communities.

事实上，就在去年八月，他还在自豪地宣布州内重大AI相关投资，包括亚马逊投入200亿美元用于大型数据中心项目。

In fact, just last August, while proudly announcing major new AI related investments in the state, including $20,000,000,000 from Amazon for major data center projects.

夏皮罗州长当时吹嘘他的政府如何“创造数千个高薪工作岗位，为当地社区带来新收入，并让企业更容易在宾夕法尼亚州建设和成长”。

Governor Shapiro boasted of how his administration was, quote, creating thousands of good paying jobs, generating new revenue for our local communities, and making it easier for companies to build and grow in Pennsylvania.

他说这是为了“确保AI和创新的未来贯穿整个联邦”。

He said it was about, quote, ensuring the future of AI and innovation runs through the Commonwealth.

所以，到底是州长当时被贪婪的开发商欺负了，还是他只是在明智地欢迎急需的投资，为州的未来铺路呢？

So was the governor being bullied by greedy developers then or instead just wisely welcoming much needed investments into the future of his state?

真遗憾看到一向头脑清醒的夏皮罗州长说出这么离谱的话。

Sad to see the otherwise level headed governor Shapiro adopt such outlandish rhetoric.

我原以为他是“富足民主党”的明确领袖，但这不过是老一套的抨击商业的民主党剧本罢了。

I thought he was the clear leader of the abundance Democrats, but this is just more of the old business bashing Dem playbook.

投资者希莫纳指出，夏皮罗在这个政策上正面临来自左翼和右翼的压力。

Investor Shilmona points out that Shapiro is getting pressure on the left and the right on this policy.

他说，他的共和党州长对手是反对数据中心的。

He said, he has a Republican opponent for governor who is anti data center.

她建议在宾夕法尼亚州全面暂停。

She suggested a total pause in Pennsylvania.

而且现在选民们对数据中心相当反感，无论是右翼还是左翼。

And voters are pretty anti data center right now both on the right and left.

还有一点我们稍后再谈，希勒还说，据我所知，他的言辞比行政命令的实际内容更激烈，所以他是在迎合民调。

Adding something we'll come back to in a moment, Schiele also said, from what I can tell, his words are stronger than what the actual text of the executive order says, so he is playing to the polling.

虽然有一些温和的自由派和中间派团体对这次转变感到遗憾，但这绝对表明政治风向正在变化。

And while there are some moderate liberal and centrist groups lamenting this shift, this is absolutely an indicator of where the political winds are blowing.

就在录制前几个小时，Axios发布了一篇文章，标题是《共和党向AI公司发出严厉警告》。

Just a few hours before recording, Axios released a piece called GOP Issues Stark Warning to AI Companies.

在Axios获得的一份备忘录中，全国共和党参议院委员会警告说，选民对数据中心的反感情绪正在威胁共和党保住俄亥俄州一个席位的可能性，该席位目前由参议员约翰·赫斯特德持有。

In a memo that was obtained by Axios, the National Republican Senatorial Committee warned that toxic voter views of US data centers are threatening Republicans' chances of holding one of their seats in Ohio, currently held by senator John Husted.

备忘录说，如果他输了，而数据中心成为罪魁祸首，全国各地的政客都会注意到，他们就不会再碰下一个了。

The memo says, if he loses and data centers get the blame, politicians across the country will take notice, and they will not go near the next one.

这已经成了整个选举周期的一个潜伏问题。

This has become a sleeper issue for the entire election cycle.

而且，最近民调一直显示，选民个人对在自己社区建AI数据中心的反对程度，甚至比对建核电站的反对程度还高，这一点虽然令人震惊，但确实很清楚地说明了问题。

And making that point pretty crisply, if shockingly, is the fact that recent polls have consistently showed individual voters having more opposition to having an AI data center in their community than to having a nuclear power plant.

而且，为了说明这确实至少部分是关于AI的，我刚才提到的那个民调实际上问了两次关于数据中心的问题。

And making the point that this is indeed at least partially about AI, that poll that I was mentioning actually asked about data centers twice.

当被问到是否支持建设数据中心来支持在线搜索和视频流等数字服务时，35%的人表示支持，53%的人表示反对；而当问题变成数据中心用于支持人工智能时，只有27%的人表示支持，62%的人表示反对。

When asked if they would support a data center to power digital services like online search and video streaming, 35% said that they would support as opposed to 53% who said that they would oppose, whereas when the question was a data center to power artificial intelligence, just 27% said that they would support and 62% said that they would oppose.

顺便说一下，相比之下，核电站的支持率是34%，反对率是57%。

That's compared to, by the way, 34% support and 57% opposition for a nuclear power plant.

历史学家亚伦·阿斯特写道：我几个月来一直想这么说。

Historian Aaron Aster writes: I've been trying to say this for months now.

关于数据中心的争论，只有一部分是关于数据中心对环境、能源或经济的影响。

The argument about data centers is only partly about the environmental, energy, or economic effect of data centers.

这其实也关乎AI本身，以及人们是否接受它。

It's also about AI and whether people embrace it or not.

很多人根本不觉得AI是进步。

A lot of people don't see AI as progress at all.

所以，确实有很多值得担忧的地方。

So, certainly a lot to be concerned about.

但既然如此，除了需要一个吸引眼球的标题之外，我怎么能同时说事情也在变好呢？

But how then, outside of the need for an interesting contrarian title, could I also suggest that things are simultaneously getting better?

首先，我们来想想对AI公司的批评，说它们行为不负责任。

Well, first, let's think about the critique of AI companies that they're behaving irresponsibly.

在这种背景下，OpenAI昨天宣布，他们实际上自愿暂停了某些类型的训练。

With that background, OpenAI yesterday announced that they were actually pausing certain types of training voluntarily.

Sam Altman发推文说：我们暂停了一些前沿强化学习训练，以确保我们能够达到面对新能力水平时所需的对齐、安全和监控标准。

Sam Altman tweeted, We've paused some Frontier RL training to ensure that we can meet the appropriate alignment, security, and monitoring standards for the new levels of capabilities in front of us.

模型进展现在非常迅速，我们一直说，如果我们觉得模型能力超过了安全和对齐的速度，我们会采取行动。

Model progress is now extremely rapid, and we always said we would take action if we felt that model capabilities were outstripping the pace of safety and alignment.

我们非常重视AI安全，我们认为整个领域必须协调一致，共同制定安全标准，但在此之前我们会单方面采取行动。

We care very deeply about AI safety we believe the entire field will have to coordinate on shared safety standards, but will act unilaterally in the meantime.

我们期望对安全的信心将越来越决定AI进展的速度。我们对正在进行的对齐工作持乐观态度，并继续致力于让能力广泛可用。

We expect confidence in safety to increasingly set the pace of AI progress we are optimistic about the alignment work we are doing, and we remain committed to making capabilities widely available.

OpenAI的首席科学家雅各布·帕查奇补充说：我们暂时放慢了部分前沿训练，以加强安全性和监控。

OpenAI's lead scientist Jacob Pachacchi added: We temporarily slowed some Frontier training to strengthen security and monitoring.

我们最大的计划中的前沿RL运行仍处于暂停状态，而较小规模的训练和评估帮助我们测试防护措施并收集更多对齐的证据。

Our largest planned Frontier RL Run remains on hold, while smaller scale training and evaluations help us test safeguards and gather more evidence of alignment.

我期望对安全的信心将越来越决定AI发展的速度。

I expect confidence in safety to increasingly set the pace of AI development.

我们迫切需要工具让实验室和国家协调此事，这就是我签署《Pacing the Frontier》的原因。

We urgently need tools for labs and countries to coordinate on this, which is why I signed Pacing the Frontier.

与此同时，我们自己也在采取实际措施，随着方法的发展，我们会继续分享所学。

In the meantime, we're taking practical steps ourselves, and we'll continue to share what we learn as our approach evolves.

现在具体来说，OpenAI指出了两个促使他们做出这一决定的发展。

Now as to specifics, OpenAI points to two developments that led them to this decision.

首先，当然就是OpenAI和Hugging Face的那次事件，一个未发布的模型逃出了隔离，还真的黑进了Hugging Face，而且一段时间内都没被发现。

The first is, of course, the OpenAI Hugging Face incident, where an unreleased model escaped containment and actually hacked into Hugging Face, going undetected for some amount of time.

另外，他们还写道，初步证据表明，他们即将推出的模型之一Astra，可能达到了他们预备框架中关键网络安全能力的门槛。

And also they write preliminary evidence that one of our upcoming models, Astra, may meet the critical cybersecurity capability threshold under their preparedness framework.

在这个两周的暂停期间，他们计划做的事情之一，就是扩大监控AI的能力。

Now during this two week pause period, one of the things that they're talking about doing is expanding their ability to monitor AI.

他们正在大幅扩展对训练和测试过程的监控方式，并表示预计会把大约20%的推理计算资源用于这类监控。

They are significantly expanding how they are monitoring the training and testing process, saying that they anticipate spending about 20% of inference compute on this sort of monitoring.

有些人跳出来冷嘲热讽，说这不过是公司遇到算力短缺的借口，但我能看到的所有迹象都表明，这确实是因为他们意识到情况发生了变化，不仅是能力方面，还有公众认知方面。

Now some jumped in to cynically suggest that this was just an excuse as the company runs into compute shortages, but all the indications that I can see suggest that this is indeed about an understanding that something has shifted not only in terms of capability, but in terms of public awareness.

Wyatt Walls写道：我最近一直在为企业做很多AI治理方面的工作。

Wyatt Walls wrote, I've been doing a lot of AI governance work for enterprise lately.

Hugging Face事件已经传到了普通大众那里。

Hugging Face incident has broken through to normies.

很多非技术背景的人，比如高管、董事和律师，并不理解为什么有些智能体比其他智能体风险高得多。

Many nontechnical people like execs, directors, and lawyers don't understand why some agents are much riskier than others.

如果你的模型以黑客行为闻名，那意味着企业里更多的自主AI项目会因为风险担忧而被搁置，而且人们更可能选择另一个更安全的模型，这对你的企业业务不利。

If your model is known for hacking, that means more agentic AI projects in the enterprise get held up over risk concerns and more likely people will choose a different safer model, which is bad for your enterprise business.

你的AI逃出沙箱，对CIO和IT安全部门来说可不是什么卖点。

Your AI escaping its sandbox is not a selling point with CIOs and IT security.

至于这会怎么影响我们所有人，Sam Altman澄清说，公司“仍然期望很快推出很棒的新模型”，而且这个变化“影响的是更远的未来发布”。

Now in terms of how this will impact all of us, Sam Altman clarified that the company, quote, still expects to ship great new models soon and that this change, quote, impacts further out releases.

Prinz补充说，OpenAI至少从五月初就开始测试一个从未公开发布的内部模型。

Prinz added, OpenAI has been testing an internal model that has never been publicly released since at least early May.

相比之下，Astra可能被认定为关键网络能力的消息是不到两周前才宣布的，这意味着Astra已经经过了测试，考虑到了七八月那两周的暂停。

In contrast, Astra's potential designation as critical for cyber was announced less than two weeks ago, which implies that Astra has been subject to testing accounting for the two week pause in July and August.

这似乎表明这两个模型是不同的模型。

This would seem to suggest that these two models are different models.

与这个理论一致，Sam Altman下面的帖子承诺很快会推出很棒的新模型。

In line with this theory, Sam Altman's post below promises that great new models will be shipped soon.

这与Astra形成对比，Astra会是更远的未来发布。

This is in contrast to Astra, which would be a further outrelease.

希望如此！

Fingers crossed!

现在，结合我们关于AI风险讨论的语境，我觉得Arena的Peter Gossip说得很有道理，他写道：这就是为什么最初暂停AI六个月的想法根本不成立。

Now, in the context of our conversation about the potential for a better discourse about AI's risks, I think Arena's Peter Gossip makes a good point when he writes: This is why the original Pause AI for six months never made sense.

随便暂停，而20个人对问题有20种看法，这完全没意义。

Just pausing arbitrarily when 20 people will have 20 opinions on what the problems are is completely pointless.

现在大家都清楚问题是什么了。

Now everyone is clear what the issue is.

暂停，然后解决它。

Pause and solve it.

这样高效多了。

Much more productive.

有意思的是，加速主义运动中的一位核心人物Bev Jazos转发了Greg Brockman关于这次暂停的公告，并说：我对此心情复杂。

Fascinatingly, one of the arch accelerationist figures of the accelerationist movement, Bev Jazos, retweeted Greg Brockman's announcement about this pause and said, I've got mixed feelings about this.

我确实同意，鉴于最近能力的跃升，所有网络系统都需要加强防护。

I do agree all cyber systems need to be hardened given the recent jump in capabilities.

我不喜欢这个暂停开创的先例。

I don't like this pausing precedent this sets.

与此同时，只要竞争健康，公司就能找到风险与回报的平衡点。

At the same time, companies will find the right balance of risk and reward as long as competition is healthy.

为了让你了解BEF的立场有多微妙，他在差不多同一时间转发了州长乔什·夏皮罗的公告，并加了一句评论：D细胞是服务于中国利益的交易者。

Now to give you a sense of just how nuanced that is coming from BEF specifically, another tweet from around the same time period was him resharing governor Josh Shapiro's announcement, adding the note, D cells are traders serving the interests of China.

但我们还是回到夏皮罗的实际公告上来。

But let's come back to Shapiro's actual announcement.

这位前奥巴马和拜登政府任命的人发帖说：这件事值得读读标题之外的内容。

Former Obama and Biden appointee posted, this is one where it is worth reading beyond the headline.

虽然它限制了数据中心的发展，但这些限制本身很有道理。

While it restricts data center development, the restrictions themselves make a lot of sense.

这比暂停这种非解决方案要好得多。

This is way better than the non solution of a moratorium.

《费城问询报》分享了这项行政命令的一些细节，包括：要求数据中心项目签署具有法律约束力的协议，承诺遵守电网的透明度和环境要求，比如节水标准，以及在关键地方审批前提前公开通知拟议项目；禁止任何州机构签署与数据中心项目相关的保密协议；指示环境保护部门发布一张公开可访问的地图，显示所有拟议数据中心项目的当前许可信息；要求项目自带发电设施，并承担因增加能源使用而产生的所有费用；以及要求签订社区福利协议，包括承诺雇佣和培训当地员工，以及开发商对学校或基础设施的投资。

The Philadelphia Inquirer shared some of the details of the executive order, including Requiring data center projects to sign legally binding agreements to certain transparency and environmental requirements in GRID, such as water conservation standards and early and transparent public notification of proposed projects ahead of key local approvals Prohibiting any state agency from signing a non disclosure agreement related to a data center project instructing the Department of Environmental Protection to publish a publicly accessible map of current permitting information for all proposed data center projects mandating that the projects bring their own electricity generation and pay all costs associated with increased energy usage and requiring a community benefit agreement that includes promises to hire and train local employees and developer investments in schools or infrastructure.

不过，我也不想对细节中的魔鬼掉以轻心。

Now, I don't want to be dismissive of the devil in the details.

即使这些条款，也完全有可能被写成一种变相禁令，哪怕它表面上装作不是。

Even these provisions could absolutely have been written in a way that it is an effective ban, even if it pretends not to be.

不过，单从原则上看，任何听过我抱怨数据中心建设者应该为社区提供什么的人，都会听到我各种时候说过类似的话。要求项目自带发电设施并承担所有因能源消耗增加而产生的费用，这其实就是特朗普今年早些时候让大家承诺的那套，不应该有什么争议。

However, just from a principle standpoint, anyone who's heard me rant about what I think data center builders should be providing to the community will have heard some version of basically all of these things coming from my mouth at various points, Mandating that the projects bring their own electricity generation and pay all costs associated with increased energy usage, that's just the Trump pledge that he had everyone agree to earlier this year, shouldn't really be anything controversial about that.

社区利益协议，包括承诺雇佣和培训本地员工，以及对学校和基础设施的投资。

The community benefit agreement including promises to hire and train local employees, as well as investments in schools and infrastructure.

这正是你开始从像Meta这样的公司那里看到的东西，他们正在大力推动这一点。

This is what you're starting to see from companies like Meta who are going hard on this point.

在环境标准和透明度方面，数据中心面临的一个问题就是关于其环境影响的、事实上不准确的论调。

When it comes to environmental standards and transparency around them, one of the problematic memes for data centers is factually inaccurate arguments about their environmental impact.

所以，虽然我认为这个领域最有可能根据规则制定方式变成变相禁令，但没有什么比真正满足地方政府施加的严格要求更能对抗这些论调了。

So while this is the area where I believe has the most room to turn into effective bans depending on how the rules are written, nothing could be better for combating those memes than actually meeting strict requirements imposed by local government.

最后，我想谈谈我认为最重要的部分之一：禁止签署保密协议。

And lastly, get to what I think is one of the most important pieces of this: the prohibition against NDAs.

在Jasmine Sun最近关于数据中心的报道中，最突出的一个点不仅仅是人们对AI的全面反对，而是一种感觉，就是当世界在他们身边变化时，人们觉得自己对自己的生活没有掌控力。

In Jasmine Sun's recent reporting about data centers, one of the things that came out most strongly was not just blanket opposition to AI, but a feeling that people didn't have agency in their own lives as the world changed around them.

NDA成了这种缺乏掌控感和控制力的象征和具体体现。

NDAs become a totem and living embodiment of that lack of agency and control.

它们是一种工具，用来剥夺人们获取所需信息的权利，而这些信息是他们用来对将要影响他们的事情做出判断所必需的。

They are a tool for denying people access to the information they need to make up their minds about something that is going to affect them.

我不在乎这会让现在的生意更难做。

I don't care if it makes it harder to do business now.

要重新建立信任，唯一的办法就是让所有这些对话和交易都公开透明地进行。

The only way to start building trust back is to have all of these conversations and dealings happen out in the open with full transparency.

所以，州长Shapiro用“霸凌”和“贪婪”这些民粹主义的词汇，我高兴吗？

So am I happy that Governor Shapiro is using these populous trope words like bully and greedy?

不，我不高兴。

No, I am not.

不仅仅是因为对Shapiro的失望，我对他其实没什么特别的感觉，但更多的是因为他擅长当政客，这反映了他收到的信号。

Not only because of a disappointment in Shapiro who I don't really have feelings about one way or another, but more because he's good at being a politician and it reflects the signals that he's getting.

但是，你觉得像这样一份非常严格的行政命令，比起全面暂停，是不是还有更多取得积极进展的空间？

But do I think that there is more room for positive progress in the context of even a very strict EO like this one as opposed to a blanket moratorium?

绝对毫无疑问。

Absolutely without question.

比起全面禁令，我百分之百愿意接受任何可以讨论、可以互动的规则。

I will take any set of rules that can be debated and interacted with a 100 times out of a 100 out of a blanket ban.

我个人觉得，暂停令之所以越来越成为政客们爱用的工具，就是因为它太简单粗暴了。

My personal opinion is that moratoriums are an increasingly popular political tool because of how blunt an instrument they are.

如果人们的恐惧归根结底是对变化的恐惧，或者感觉对变化失去控制，那么没有比直接说“不允许变化发生”更直接的做法了，而暂停令就是这么干的。

If people's fears come back to in some way or another a fear of change or a feeling of a lack of control of change, there is no more direct action than saying that change isn't allowed to happen, which is what a moratorium does.

但是，尽管这对那些正在应对变化挑战的人来说在情感上很解气，这并不意味着它就是好政策。

But as emotionally satisfying as that might be for people who are feeling the challenge of change, that does not make it a good policy.

我不想在这里过于乐观。

I don't want to be overly optimistic here.

而且不幸的是，我觉得杰森·凯尔西那个广告更能反映普通人的真实想法，而不是暂停令和乔什·夏皮罗给我们的东西之间的细微差别。

And unfortunately, think the Jason Kelce ad says more about where the average person is than the nuance between a moratorium and what Josh Shapiro gave us.

但说实话，在夏皮罗的非暂停行政命令里，我看到了一丝机会，你信不信，我肯定会抓住它。

But practically speaking, in Shapiro's non moratorium executive order, I see the thin thread of an opportunity, and you better believe I'm gonna grab it.

好了，今天的AI每日简报就到这里。

For now, that's gonna do it for today's AI Daily Brief.

一如既往，感谢你的收听或观看。

Appreciate you listening or watching as always.

下次再见，祝一切安好。

And until next time, peace.