The AI Backlash Is Getting Stupider. But Also Smarter. — 文稿

M10:00

反 AI 的讨论，不知道怎么回事，正在同时变得更蠢，也更有建设性。

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

就在本周，一位中间派州长，才在一年前还在大力宣传本州的 AI 投资，现在却彻底转向，签署了一项非常强硬的行政命令，让数据中心在他所在的州更难建起来。

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.

我们还看到一支广告火了，里面是一位前 NFL 球星、现在转型做 podcaster，把自己的尿寄到一家数据中心。

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正处在高点，政客们也已经意识到了这一点。

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

不过与此同时，OpenAI 自愿暂停了他们的训练；而我们刚才提到的那位州长，也选择了一项带有具体标准的行政命令，让数据中心建设方可以去满足这些标准，而不是一刀切的全面暂停。所以我其实觉得，前方会出现的积极进展，比眼下看起来要多得多。

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.

The AI Daily Brief 是一档每日 podcast 和视频节目，关注 AI 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，在正式开始之前，先快速说几个公告。

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

M12:12

今天我们先从一个昨天真的让我很不爽的故事讲起，不过即使我不同意那篇报道的语气，这件事本身依然很重要。

We kick off today with a story that really got my goat yesterday, but is relevant even if I disagree with the tone of the reporting.

因为 Wall Street 对它的反应很值得关注。

Because of how it's being received on Wall Street.

简单来说，两家主要的 AI lab，也就是 OpenAI 和 Anthropic，当然，正在因为本周围绕它们收入的报道而面临更多审视。

The TL;DR 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 run rate 已经超过了四十亿美元，而 Anthropic 告诉投资者，他们已经达到了六十五亿美元。

OpenAI recently told investors that they'd surpassed a $4.0 billion annualized revenue run rate, while Anthropic told investors they had reached $6.5 billion.

这两个数字一开始看起来都挺正面的，说明尽管夏季出现了放缓，收入仍然在相当强劲地增长。

Both numbers seemed pretty positive at first, showing that revenue was still growing quite strongly despite a summer slowdown.

不过，在 pre-IPO 这个阶段的整体氛围里，很多人一边想找理由不要太乐观，一边又想把数字炒上去；在这种气氛下，怀疑者认为他们在表面之下发现了一些弱点。

However, capturing the zeitgeist of the pre-IPO period, where many folks are as 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，Wall Street Journal 发了一篇文章，标题是《OpenAI 第二季度销售额显示，相比 Anthropic 增长乏力》。

On the OpenAI side, the Wall Street Journal dropped a piece called "OpenAI's Second-Quarter Sales Show Tepid Growth Compared with Anthropic."

OpenAI 曾告诉投资者，整个第二季度他们的收入增长了百分之十八，达到六十七亿美元。

OpenAI had told investors they saw 18% revenue growth across the entire second quarter to reach $6.7 billion in revenue.

不过，Journal 引用了知情人士的说法写道：“它的运营利润率进一步跌入亏损区间，让这家公司在备受期待的 IPO 之前，离盈利变得更远。”

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，这在事实层面是准确的。

So that is factually accurate.

那我到底不爽在哪里呢？

So where's my beef?

你作为一个聪明人，今天选择打开这个节目，可能会注意到，现在已经是八月下旬了，而第二季度是在六月底结束的。

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.

如果我们想理解的是一个动能故事，那是不是也值得问一问，在这个季度结束之后的七周里，又发生了什么？

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?

尤其是在 AI 这样发展速度极快的行业背景下。

Especially in the context of an industry which moves as fast as AI does.

Journal 对这一点的说法只有一句：知情人士称，OpenAI 告诉投资者，自从七月推出一组新模型以来，它的增长率已经回升。

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.

但这不仅淡化了一个事实：这整个新的阶段都是在一个 frontier model 发布之后发生的；而且它还暗示，我们关于这些信息的唯一来源，就是他们在其他部分使用的那些匿名消息源。

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.

但事实并不是这样。

But that's not true.

OpenAI 的高管一直在公开分享精确数字。

OpenAI executives have been sharing precise numbers.

CFO Sarah Friar 到处都在给出很具体的细节，而 Greg Brockman 在 CNBC 上告诉 Andrew Ross Sorkin，七月收入环比增长了百分之二十。

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

不把这些非常公开的信息写进去，只会强化某一种叙事。

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

如果你曾经好奇，为什么人们对主流媒体会有信任问题，原因就是这种破事。

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

但不管你怎么看我对这件事的不满，有一点很说明问题：Wall Street Journal 正在围绕这些公司公布的数字，找到越来越多审视和质疑所产生的共鸣。

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.

这对于理解市场在进入这个 pre-IPO 阶段时的走向，是一个重要信号。

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

不过，Anthropic 在这件事上也没有逃过审视。

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

SemiAnalysis 的 CEO Dylan Patel 对 Anthropic 偏好的会计方法狠狠吐槽了一把，他发帖说，哇，你们看过 Anthropic 的 ARR 吗？

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

它的算法是，拿下午两点之前最后一个小时的数据，乘以八千七百六十。

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

这个笑话当然是在说，Anthropic 衡量收入的方式，放到公开市场上是经不起审查的。

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

他们会拿过去四周的 API 收入，然后外推成一整年的收入。

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

不管你认不认同，这都会得出一个被抬高的数字。

And whether you agree or not, that leads to an inflated figure.

至少，从 API 按需销售这个性质来看，它并不是 recurring revenue。

At the very least, it's not recurring revenue by the nature of being sold on demand through the API.

然后，更深一层的观点来自 SemiAnalysis 的主账号。他们发帖说，Anthropic 在二六年第二季度，来自 Bedrock、Foundry 和 Gemini Agent Enterprise 这类间接渠道的 ARR 占比超过了百分之四十，而 API 和 B2B 构成了各大 lab 净新增 ARR 金额的绝大部分。

Now, the deeper take came from the main SemiAnalysis account, which posted Anthropic crossed 40% of ARR from indirect channels like Bedrock, Foundry, and Gemini Agent Enterprise in the second quarter of '26, with API and B2B making up the vast majority of net new ARR dollars at the labs.

这种收入结构的变化很重要，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.

SemiAnalysis 接着解释说，hyperscaler 会抽成，但 Anthropic 在扣除这部分抽成之前就把收入算进去了，这会让他们的数字看起来比竞争对手好很多。

SemiAnalysis 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.

还是那句话，先把细节放一边。

Again, hold aside the details.

重点是，外界对两家华尔街有史以来规模最大、实力最强的公司之一的审视正在加速升温。

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

没有人有经验去给这样的公司定价：它们在一年时间里从几十亿美元级别增长到几百亿美元级别之后，收入还在以每月百分之二十的速度增长。

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

随着 IPO 越来越近，可以预期噪音会越来越大，因为分析师们还在试图搞明白，到底该怎么理解这些业务。

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

你也可以预期，会有更多基于新型商业模式的竞争手段出现。

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

比如，OpenAI 正在通过给 token 打折，来争取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 SOL token 在 OpenRouter 和 Vercel 的 Gateway 上将半价。

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

最近几周，OpenAI 已经对规模更小的 mini 和 nano 版本采取了同样的折扣。

OpenAI had already applied the same discount to the smaller mini and nano variants in recent weeks.

这个折扣提高了 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面对 Anthropic 的模型时，显得是更具成本效率的选择。

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，因为很多用户其实只是让 router 自动做这个选择。

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

打折已经开始见效，GPT-5.1 的使用量在过去一个月里飙升。

The discounting is already paying dividends, with use of GPT-5.1 skyrocketing over the past month.

它现在是这个平台上使用量最高的 closed model，使用量比 Opus 5 和 Sonnet 5 加起来还高百分之四十；如果把 open model 也算进去，它总体排名第六。

It's now the top-used closed model on the platform, seeing 40% more use than Opus 5 and Sonnet 5 combined, and sixth overall, even including the open models.

当然，AI 空头可能会警告说，这种打折是价格战的开端，而价格战显然会导致 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 不一定是寻找价格战是否真的爆发的好地方。

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

尽管 OpenRouter 在崛起，而且还以高价卖给了 Stripe，但它在整体 token 使用量中所占的比例小到几乎可以忽略不计。也就是说，OpenAI 可以在 OpenRouter 上大幅打折，而不会对业务造成实质影响。

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

事实上，SemiAnalysis 这一次又认为，考虑到媒体报道 OpenRouter 指标的方式，这其实是一个很精明的营销手段。

In fact, SemiAnalysis once again believes that this is actually a canny marketing ploy due to how the media reports OpenRouter metrics.

他们写道，尽管 OpenRouter 和 Vercel 只占 OpenAI 总 token 量中很小的一部分，但它们的影响被不成比例地放大了，因为它们是大家用来估算 AI lab 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.

如果这次百分之五十的降价，能让 GPT-5.1 在接下来一个月里的 token 量增长到两倍以上，很多投资者很可能会天真地把这看成 OpenAI 相对于 Anthropic 的一次大胜。

If the 50% price cut is able to more than 2x token volumes for GPT-5.1 over the next month, many investors will likely naively view it as a big win for OpenAI versus Anthropic.

继续说 IPO 前这段时期的主题，The Information 报道称，Anthropic 正在准备一项治理结构改革，以便在 IPO 之前让 Dario Amodei 对公司拥有更大的控制权。

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

简单说就是，Anthropic 正准备向 Amodei 和其他联合创始人授予 super-voting shares。

The TLDR is that Anthropic is preparing to grant super-voting shares to Amodei and the other co-founders.

这个数据本身就已经让很多人惊掉下巴了。我觉得 Palm 总结得挺到位，他写道：我不知道哪个更离谱，是 Dario 只拥有 Anthropic 百分之二的股份，还是 Anthropic 百分之二的股份竟然值大约两百亿美元。

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 billion.

回到眼前这个问题的实质上，虽然创始人作为一个整体大约持有百分之十五的股份，但这些超级投票权股票会让他们能够否决股东投票，并控制董事会任命。

Coming back to the substance at hand, despite the founders' roughly 15% ownership as a collective, the super-voting shares would allow them to veto shareholder votes and control appointments to the board.

当然，先说清楚，用特殊类别的股票让创始人保持对公司的控制权，在科技行业已经变得相当常见了。

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.

Google 联合创始人 Larry Page 和 Sergey Brin 被认为是在 Google 二零零四年 IPO 之前，把这种做法带到 Silicon Valley 的先驱。

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

后来 Mark Zuckerberg 在 Facebook 二零一二年 IPO 之前也采取了这种做法。更近一些，我们也看到 Elon Musk 在 SpaceX 上用了这种方式。

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，即使这种创始人股票越来越常见，也不难理解，为什么有些人对 Anthropic 采取这种做法的反应，会和对其他这些公司的反应不一样。

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，用他们自己的说法，是在试图打造强大到可能对社会发展轨迹产生重大影响的 AI 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.

事实上，它们强大到有报道称，他们的创始人相信，在击败所有其他竞争者之后，他们可能会成为世界上唯一剩下的私营公司。

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

在这种情景下，我觉得人们会希望股东，以及更广泛的公众，对他们所做的决定拥有更多控制权，而不是更少。

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

今天最后，还有一个挺有意思的小故事，它能让我们看到公司是怎么给独特数据定价的。

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

Google 在一场竞价战中击败了 AI 数据标注服务公司 Mercor，拿下了 Spirit Airlines 的企业数据。

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

这些数据上周在一场破产拍卖中被拍卖，Google 给出了中标价一千万美元，击败了出价七百五十万美元的 Mercor。

The data went under the hammer last week in a bankruptcy auction, and Google submitted the winning bid at $10 million, beating Mercor at $7.5 million.

我们现在看到的是 AI 时代第三波大规模数据争夺。

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

第一波，是 AI 实验室抓取互联网上的每一个页面，并上传所有能拿到的书，用来训练模型的写作能力和通用知识。

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.

然后，随着 coding agents 的兴起，AI 实验室开始买下那些失败创业公司的代码库，用来构建产品。

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

现在，AI 实验室开始高价购买企业数据，帮助训练它们的 agents 去做白领工作。

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

在这个案例里，Google 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，因为这些数据并不包含在出售范围内。

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.

他们真正感兴趣的，纯粹是那些平平无奇的内部沟通数据，比如 email、Slack 消息和会议记录。

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

目标是用这些数据来帮助 agents 理解公司是如何运转的。

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

在评论这场竞价战时，Mercor 说，公司手里都有几十年的记录，展示了真实工作到底是怎么完成的。

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

这笔交易引发了出人意料的兴趣，尤其是因为它打开了其他数据来源的可能性。当然，也有很多人怀疑这些数据到底会不会真的有价值。

There's a surprising amount of interest in this deal, in particular for the possibilities of other data sources that it opens up, although there's also a lot of skepticism that it's going to actually be valuable.

也许最常见的看法，可以用 Sheikadelic 的话来代表。他写道：真的吗？

Maybe the most common take was exemplified by Sheikadelic, who wrote, really?

我们想把模型训练得像 Spirit 一样吗？

We want to train models to be like Spirit?

不过，今天的头条内容到这里就结束了。

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

接下来，是本期的主要节目。

Next up, the main episode.

M113:55

欢迎回到 AI Daily Brief。

Welcome back to the AI Daily Brief.

今天我们要聊一个有意思的悖论。

Today we are talking about an interesting paradox.

简单说，以反对 data center 为代表的反 AI 反弹，几乎不可否认地正在变得更蠢，或者至少更受 meme 驱动，也更像是在表演。

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，最近的一些变化也确实表明，往后走，理解和合作的空间可能会比过去更大一点。

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，这两件事怎么可能同时成立呢？

So how can these 2 things be true at the same time?

好，要理解这件事，我们得先从它表演性的一面和 meme 的一面看起。

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，里面有 Jason Kelce，他是前 NFL 球星，也和他弟弟，也就是 Taylor Swift 先生，一起主持 New Heights podcast。这个广告的主题是把尿液邮寄给 data centers。

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

当然，Liquid Death 一向以挑衅性的广告活动出名。

Liquid Death is, of course, known for their provocative ad campaigns.

所以他们做出这种东西，其实也没那么让人意外。

And so something like this isn't all that surprising from them.

值得注意的是，广告商读懂了当下的情绪，然后得出结论：一支讲把尿液真的邮寄给 data centers 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.

Wired 的 Max Zeff 总结得特别到位。

Wired's Max Zeff summed it up perfectly.

对科技行业来说很不幸的是，现在讨厌 data centers 已经流行到一种程度，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.

也许他们是受了喜剧演员 Charlie Berens 的启发，他把反对 data centers 称为自啤酒以来最跨党派的议题。

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 data centers、AI，以及更广泛的科技行业的反对，并不只是出现在互联网 meme 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.

Georgia 参议员 Jon Ossoff 现在正在竞选连任，而且在民主党圈子里，越来越多人把他当作一个类似 Obama 的、能够团结各方的二零二八年总统候选人来讨论。他已经把反对科技作为自己的核心政纲之一。

Georgia Senator Jon 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.

在最近一支广告里，他说，当你退一步去想这件事，就会发现这个局面荒唐到不行。

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

科技巨头们一边挖地堡，一边警告我们，他们正在训练的新智能可能会导致大规模失业，甚至人类灭绝；而我们的 Congress 却还在讨论舞厅和青少年体育。

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.

不过是啊，Dario，你不停地唠叨 AI 可能会让多少工作消失，这当然一点都没有影响叙事，绝对没有。

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.

而且如果你以为这只是一个左右翼很容易划分的党派议题，那在 Wisconsin 州长竞选里，共和党候选人 Tom Tiffany 已经投放了一支广告，把他的对手 David Crowley 称为 Data Center David Crowley，听起来好像这是在全国电视上骂脏话一样。

And 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 David Crowley 的视频片段，David Crowley 说，我们有机会真正成为 AI 和 data hub，不只是服务整个国家，而是服务整个世界。

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.

但这还不是昨天吸引所有人注意的那条大新闻。

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

Pennsylvania 州长 Josh Shapiro 也是另一个经常被民主党圈子提到、可能竞争二零二八年候选人资格的人。

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

相对于正在兴起的 Democratic Socialists of America 这一波人来说，Shapiro 算是温和派，也是中间派。

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

就在十四个月前，Shapiro 还很自豪地宣布，Amazon 计划向 Pennsylvania 投资二百亿美元。

Just 14 months ago, Shapiro was proudly announcing plans for Amazon to invest $20 billion into Pennsylvania.

这是一次大型 AI 基础设施建设的一部分。

As part of a large AI infrastructure buildout.

所以昨天，当他不只是签署了一项关于 AI data centers 的行政命令，而且在宣传这项命令时语气极其强硬，大家都注意到了。

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.

他发推说，即刻生效，我要正式警告 AI data center 开发商。

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

如果他们哪怕只是想在 Pennsylvania 做生意，就必须遵守全美最严格的标准，并获得当地社区的批准。

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.

Pennsylvania 人有权对不受欢迎的 AI data center 项目说不，也有权阻止那些不回应邻居关切、却试图强行闯进我们社区的开发商。

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 Scott MacFarlane 写道，州长 Josh Shapiro 今天用以下这些词来形容 data center 开发商：掠夺者、霸凌者、鬼鬼祟祟。

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

在另一条推文里，他说，我不会允许 Pennsylvania 人被贪婪的开发商霸凌，也不会让这些大科技公司雇来的律师把他们碾过去。

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.

我要正式警告这些开发商，让他们知道，他们不能霸凌 Pennsylvania 人，不能无视我们享有清洁空气和纯净水的宪法权利，也不能推高我们的公用事业账单。

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.

我将动用我的全部行政权力，阻止那些令人反感、毫无正当理由的项目，并建立全国最严格的一套保护措施。

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.

当然，在像 X 这样偏科技前沿的社群里，有很多人都在哀叹州长 Shapiro 的这个转向。

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

R Street Institute 的创新政策分析师 Adam Thierer 写道，州长 Josh Shapiro 说 data centers 是被贪婪的开发商霸凌，这都是什么胡说八道？

R Street Institute innovation policy analyst Adam Thierer writes, what is this nonsense on data centers from Governor Josh Shapiro about being bullied by greedy developers?

没有人被霸凌着去在自己的州或者社区里建 data center。

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

他们是自愿决定，要不要把这些投资，以及经济机会和就业机会带到自己的州和社区。

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

事实上，就在去年八月，Governor Shapiro 还很自豪地宣布该州一系列新的重大 AI 相关投资，其中包括 Amazon 为大型 data center 项目投入的二百亿美元。当时他还夸口说，他的政府正在，引用一下，“创造数千个高薪工作，为我们的地方社区带来新的收入，并让企业更容易在 Pennsylvania 建设和成长。”

In fact, just last August, while proudly announcing major new AI-related investments in the state, including $20 billion from Amazon for major data center projects, 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，这关乎，引用一下，“确保 AI 和创新的未来会经过 Commonwealth。”

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

所以，当时州长是被贪婪的开发商霸凌了吗？还是说，他其实只是在明智地欢迎他的州未来急需的投资？

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

看到一向还算头脑清醒的 Governor Shapiro 采用这么离谱的说法，真是挺让人难过的。

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

我原本以为他显然是 abundance Democrats 的领军人物，但这其实又是民主党那套老旧的抨击商业的剧本。

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

投资人 Sheel Mohnot 指出，Shapiro 在这项政策上正同时承受来自左翼和右翼的压力。

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

他说，Shapiro 有一个竞选州长的 Republican 对手，而这个人反对 data center。

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

她建议 Pennsylvania 全面暂停相关项目。

She suggested a total pause in Pennsylvania.

而现在选民对 data center 的态度相当负面，不管是右翼还是左翼都是这样。

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

Sheel 还补充了一点，我们待会儿会再回到这个问题。他说：“据我所知，他的话说得比 executive order 的实际文本更强硬，所以他是在迎合民调。”

Adding something we'll come back to in a moment, Sheel 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.

虽然确实有一些温和自由派和中间派团体在为这种转向感到遗憾，但这绝对是在说明政治风向正在往哪里吹。

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，标题叫《GOP Issues Stark Warning to AI Companies》。

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

在 Axios 拿到的一份备忘录里，National Republican Senatorial Committee 警告说，选民对美国 data center 的负面看法，正在威胁 Republicans 保住 Ohio 一个席位的机会，而这个席位目前由 Senator Jon Husted 持有。

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

这份备忘录说：“如果他输了，而 data center 被归咎为原因，全国各地的政客都会注意到这一点，他们不会再靠近下一个项目。”

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里的一个潜伏议题。

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

而最近的民调一直显示，个人选民反对在自己社区里建 AI data center 的比例，甚至高于反对建 nuclear power plant 的比例。这一点相当清楚地、也相当令人震惊地说明了这个问题。

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，为了说明这件事确实至少部分和 AI 有关，我刚才提到的那项民调，其实问了两次关于 data center 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.

当被问到是否支持一个用来支撑在线搜索和视频流媒体这类数字服务的 data center 时，百分之三十五的人说支持，相比之下，百分之五十三的人说反对；而当问题变成一个用来支撑 artificial intelligence 的 data center 时，只有百分之二十七的人说支持，百分之六十二的人说反对。

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，作为对比，对于 nuclear power plant，支持率是百分之三十四，反对率是百分之五十七。

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

历史学家 Aaron Astor 写道：“我已经试着说这件事好几个月了。”

Historian Aaron Astor writes, I've been trying to say this for months now.

关于 data center 的争论，只是一部分关乎 data center 对环境、能源或者经济的影响。

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

它也关乎 AI，以及人们到底接不接受 AI。

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

很多人根本不把 AI 看作进步。

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

所以，当然有很多值得担心的地方。

So certainly a lot to be concerned about.

但除了需要一个有意思、又有点唱反调的标题之外，我又怎么还能说，事情同时也在变好呢？

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

好，首先我们来想想对 AI companies 的那种批评，也就是它们行为不负责任。

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

在这个背景下，OpenAI 昨天宣布，他们实际上正在自愿暂停某些类型的训练。

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

Sam Altman 发推说：“我们已经暂停了一些 frontier RL training，以确保我们能够满足面前这些新能力水平所需要的适当 alignment、security 和 monitoring 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.

模型的进展现在非常快，而我们一直说，如果我们觉得模型能力的发展速度超过了安全和 alignment 的进展速度，我们就会采取行动。

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.

我们非常非常重视 AI safety。

We care very deeply about AI safety.

我们相信，整个领域都必须围绕共同的安全标准来协调，但在此期间，我们会先单方面采取行动。

We believe the entire field will have to coordinate on shared safety standards, but we'll act unilaterally in the meantime.

我们预计，对安全性的信心会越来越决定 AI 进展的节奏。

We expect confidence in safety to increasingly set the pace of AI progress.

我们对自己正在做的 alignment 工作感到乐观，也仍然承诺让 frontier capabilities 能够被广泛使用。

We're optimistic about the alignment work we are doing, and we remain committed to making frontier capabilities widely available.

OpenAI 的首席科学家 Jakub Pachocki 补充说，我们暂时放慢了一些 frontier training，以加强安全性和监控。

OpenAI's lead scientist, Jakub Pachocki, added, We temporarily slowed some frontier training to strengthen security and monitoring.

我们计划中最大的一次 frontier RL 训练仍然暂停，而较小规模的训练和评估正在帮助我们测试 safeguards，并收集更多关于 alignment 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.

我预计，对安全性的信心会越来越决定 AI development 的节奏。

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

我们迫切需要工具，让各个 lab 和国家能够在这件事上协调，这也是我签署 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步骤，而且随着我们的方法不断演变，我们会继续分享学到的东西。

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

那么，说到具体原因，OpenAI 指出了促使他们做出这个决定的两个进展。

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

第一个当然就是 OpenAI Hugging Face 事件，当时一个尚未发布的模型逃出了 containment，并且真的黑进了 Hugging Face，而且有一段时间没有被发现。

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，初步证据显示，我们即将推出的一个模型 Astra，可能已经达到了他们 Preparedness Framework 下的关键 cybersecurity capability 阈值。

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

那么，在这两周的暂停期间，他们谈到要做的事情之一，就是扩大他们监控 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百分之二十的 inference compute 用在这类监控上。

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.

现在，有些人马上带着犬儒态度跳出来说，这只是公司遇到 compute 短缺时找的借口。

Now, some jumped in to cynically suggest that this was just an excuse as the company runs into compute shortages.

但我能看到的所有迹象都表明，这确实是因为他们意识到，有些事情已经变了，不只是能力层面，也包括公众认知层面。

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.

最近我一直在为企业做很多 AI governance 方面的工作。

I've been doing a lot of AI governance work for enterprise lately.

Hugging Face 事件已经传到了普通人那里。

Hugging Face incident has broken through to normies.

很多非技术人士，比如高管、主管和律师，并不明白为什么有些 agent 比其他 agent 风险大得多。

Many non-technical 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能力出名，那就意味着企业里更多 agentic AI 项目会因为风险顾虑而被卡住。

If your model is known for hacking, that means more agentic AI projects in the enterprise get held up over risk concerns.

而且人们更可能会选择另一个所谓“更安全”的模型，这对你的企业业务是不利的。

And more likely people will choose a different quote unquote safer model, which is bad for your enterprise business.

你的 AI 逃出自己的 sandbox，这在 CIO 和 IT security 那里可不是什么卖点。

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

至于这会如何影响我们所有人，Sam Altman 澄清说，公司“仍然预计很快会发布很棒的新模型”，而且这个变化“影响的是更远期的发布”。

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 至少从五月初开始，就一直在测试一个从未公开发布过的内部模型。

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 cyber 方面的 critical，这个消息是在不到两周前宣布的，这意味着 Astra 在七月和八月一直在接受测试，也就对应了这两周的暂停。

In contrast, Astra's potential designation as critical for cyber was announced less than 2 weeks ago, which implies that Astra has been subject to testing, accounting for the 2-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 2 models are different models.

和这个理论一致的是，Sam Altman 下面的帖子承诺，很棒的新模型很快就会发布。

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

这和 Astra 不同，Astra 会是一个更远期的发布。

This is in contrast to Astra, which would be a further-out release.

希望一切顺利！

Fingers crossed!

现在，回到我们刚才聊的，关于能不能围绕 AI 风险展开一种更好的讨论，我觉得 Arena 的 Peter Gostev 说得很有道理。他写道，这就是为什么当初那个“暂停 AI 六个月”的提议从来就说不通。

Now, in the context of our conversation about the potential for a better discourse about AI's risks, I think Arena's Peter Gostev makes a good point when he writes, this is why the original pause AI for 6 months never made sense.

在二十个人会对问题是什么提出二十种看法的时候，随便先暂停一下，完全没有意义。

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在哪里了。

Now everyone is clear what the issue is.

暂停，然后把它解决掉。

Pause and solve it.

这样要有效得多。

Much more productive.

很有意思的是，accelerationist 运动里最典型的 accelerationist 人物之一，Beff Jezos，转发了 Greg Brockman 关于这次暂停的公告，并且说，我对此心情很复杂。

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

我确实同意，考虑到最近能力上的跃升，所有网络系统都需要被加固。

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

但我不喜欢这件事开创的暂停先例。

I don't like this pausing precedent this sets.

与此同时，只要竞争是健康的，公司就会找到风险和回报之间的正确平衡。

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

那为了让你感受一下，这话从 Beff 嘴里说出来到底有多微妙，同一时期他还发过另一条 tweet，转发了州长 Josh Shapiro 的公告，并加了一句：decels 是叛徒，在服务 China 的利益。

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

不过我们还是回到 Shapiro 实际发布的公告上来。

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

一位前 Obama 和 Biden 政府任命官员发帖说，这件事值得你读一读标题以外的内容。

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开发，但这些限制本身其实很有道理。

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

这比那种暂停开发的非解决方案要好得多。

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

The Philadelphia Inquirer 分享了这项 executive order 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，承诺满足某些透明度和环境要求，比如节水标准，以及在关键地方审批之前，尽早、透明地向公众通报拟议项目；禁止任何州机构签署与数据中心项目有关的 nondisclosure agreement；指示 Department of Environmental Protection 发布一张公众可以访问的地图，显示所有拟议数据中心项目当前的许可信息；要求这些项目自带发电能力，并支付因能源使用增加而产生的所有成本；还要求签署 community benefit agreement，其中包括承诺雇用和培训本地员工，以及开发商对学校或基础设施进行投资。

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, 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 nondisclosure 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.

现在，我不想轻描淡写地说细节里的魔鬼不重要。

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

即使是这些条款，也完全可能被写成一种实际上的禁令，哪怕表面上假装不是。

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，单从原则上讲，任何听过我吐槽数据中心建设者应该为社区提供什么的人，应该都听过我在不同场合基本上把这些内容都说过一遍。

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.

要求这些项目自带发电能力，并支付因能源使用增加而产生的所有成本。

Mandating that the projects bring their own electricity generation and pay all costs associated with increased energy usage.

这其实就是 Trump 今年早些时候让所有人同意的那个承诺。

That's just the Trump pledge that he had everyone agree to earlier this year.

这真不应该有什么可争议的。

Shouldn't really be anything controversial about that.

community benefit agreement，包括承诺雇用和培训本地员工，以及投资学校和基础设施。

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

这就是你现在开始从 Meta 这样的公司身上看到的做法，它们在这一点上推进得很用力。

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

说到环境标准以及相关透明度，围绕数据中心的一个有问题的 meme，就是那些关于其环境影响的、事实并不准确的论点。

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，虽然我认为这也是最有可能根据规则怎么写而变成实际禁令的领域。

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.

但要反击那些 meme，没有什么比真正满足地方政府施加的严格要求更有效。

Nothing could be better for combating those memes than actually meeting strict requirements imposed by local government.

最后，我们来到我认为这里最重要的部分之一，也就是禁止 NDA。

And lastly, we 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里，最强烈呈现出来的事情之一，并不只是对 AI 的一概反对，而是一种感觉：随着周围世界发生变化，人们觉得自己对自己的人生没有决定权。

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 就成了这种缺乏能动性和控制感的象征，也成了它活生生的体现。

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

它们是一种工具，用来阻止人们获得他们需要的信息，而这些信息正是他们对一件会影响自己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.

我不在乎这会不会让现在做生意变得更难。

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

重新建立信任的唯一办法，就是让所有这些对话和交易都公开进行，做到完全透明。

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.

所以我高兴吗？

So am I happy?

看到 Governor Shapiro 用这些民粹主义的套话，比如“霸凌者”和“贪婪”这种词？

That Governor Shapiro is using these populist trope words like bully and greedy?

不，我不高兴。

No, I am not.

这不只是因为我对 Shapiro 有点失望，虽然我其实对他也没什么特别的好恶，更主要是因为他很会当政治人物，而这反映了他正在接收到的信号。

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.

但是我是不是认为，哪怕是在像这次这样非常严格的行政命令背景下，相比一刀切的暂停令，还是有更多积极推进的空间？

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?

当然，毫无疑问。

Absolutely, without question.

只要是一套可以被辩论、可以被互动调整的规则，和一刀切的禁令相比，让我选一百次，我一百次都会选规则。

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

我个人的看法是，暂停令之所以越来越成为一种受欢迎的政治工具，就是因为它是一种非常粗暴直接的手段。

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

如果人们的恐惧说到底，不管以哪种方式，都是对变化的恐惧，或者是觉得自己无法控制变化，那么最直接的行动，莫过于直接说不允许变化发生，而这正是暂停令在做的事。

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，对那些正在承受变化挑战的人来说，这么做也许在情绪上很解气，可这并不意味着它就是一项好的政策。

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.

我不想在这里显得过于乐观，而且很遗憾，我觉得 Jason Kelce 那支广告更能说明普通人的想法，而不是暂停令和 Josh Shapiro 给我们的东西之间那些细微差别。

I don't want to be overly optimistic here, and unfortunately I 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.

但从实际操作上说，在 Shapiro 这份不是暂停令的行政命令里，我看到了一丝机会，你最好相信，我一定会抓住它。

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

今天的 AI Daily Brief 就先到这里。

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

一如既往，感谢你的收听或者收看，我们下次再见，peace。

Appreciate you listening or watching as always, and until next time, peace.

已剔除 2 处广告（点击展开查看）

M11:02广告 · 已剔除

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

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

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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 have got a practical webinar and workshop for you.

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

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

M110:52广告 · 已剔除

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