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  • 25. OpenAI开源、亚马逊新动作,全球大模型格局走向何方

    16/05/2023

    1

    25. OpenAI开源、亚马逊新动作,全球大模型格局走向何方

    前不久,我和Allen再聊大模型。他带来了一些来自美国的新消息。 一是,OpenAI即将开源;(今天科技媒体The Information也曝光,OpenAI即将发布一款全新的开源大语言模型。) 二是,Amazon动向值得关注。据Allen了解,Amazon接下来将会推出两个模型,分别是大模型和小模型——前者为了尝试争夺一下通用大模型的船票;后者则是向垂直领域发力,更有可能抢夺先机。 OpenAI和Amazon的动态代表了全球大模型发展的最新进程。 我们着重聊了大模型市场的形势变化、场上选手和机会点分析。令人唏嘘的是,过去的互联网一直是年轻人的机会,而这次,似乎留给年轻人的空间少了许多。 【嘉宾小记】 王怀南的职业生涯贯穿了上世纪90年代到现在。从清华半导体+英文系起步,到纽约的哥大社会学系求学,自此迈入美国的社会大熔炉。凭借着对社会的兴趣,毕业后在美国走了一条很少有华人走的路——做咨询、市场这些广泛与文化、人打交道的工作。他先后加入麦肯锡咨询、宝洁、Yahoo、Google,横跨美国最具有时代标志性的企业。直到2006年回国创业,是上市公司宝宝树、初创公司米茶科技创始人,也是陆奇创办的奇绩创坛合伙人、导师。 01:49 相比两个月前的市场变化:大家认识到大模型是机会,但也是很残酷的被剥夺 05:50 OpenAI和微软以垄断者的姿势在往下推进 06:59 这次不是简单的机会,而是一次复杂的机会 07:25 底层的大模型是年轻人在Sam的带领下借助微软做出来,上面长出的行业副驾驶机会大概率属于老炮 07:55 出现涌现的时间比Sam的预期提前了5-8年 08:10 真正的商业机会是每个行业垂直的智能副驾驶(copilot) 11:08 垂直行业1/2甚至2/3以上会被ChatGPT自己干掉 12:00 那么,中国的大模型格局呢? 12:57 我不认为再有第二家公司会拿到通用大模型的船票 13:10 亚马逊的选择和预判值得深思:1个月内,会发大模型+小模型两个model 15:06 OpenAI一定会开源,这一旦发生,会对什么造成一系列影响? 19:55 也许中国做的是若干个垂直的小语言模型的叠加和合并,成了一个类似大语言模型 20:25 拆解所谓“复杂的机会” 25:57 我判断,底层大模型的战争已经结束了 27:30 垂直领域的壁垒不在于算法,甚至不在于算力,而在于数据+社交+商业模式 32:40 大模型战争第一枪在搜索打响,第二枪、第三枪会在哪? 37:50 这件事太怪异了,互联网曾经排除35+,今天全部是35+焕发青春 47:40 我越来越觉得人类是一台台不完美的、被操纵的机器 50:41 现在见人聊大模型的频次和话题相比两个月前的变化 53:18 预告:和Allen接下来会聊什么话题?延展阅读:《陆奇的大模型世界观》 【更多信息】 本集首发于腾讯新闻,点击前往音频版 联络我们:微博@张小珺-Benita,小红书@张小珺jùn 更多信息欢迎关注公众号:张小珺 联络我们:微博@张小珺-Benita,小红书@张小珺jùn 更多信息欢迎关注公众号:张小珺

    16/05/2023

    •
    55 min
  • Ep 386: Was 2025 a Great or Terrible Year for AI? (w/ Ed Zitron)

    5 JAN

    2

    Ep 386: Was 2025 a Great or Terrible Year for AI? (w/ Ed Zitron)

    Ep 386: Was 2025 a Great or Terrible Year for AI? (w/ Ed Zitron)  2025 was a year that was saturated in AI news, from Deep Seek, through claims of economic “bloodbaths,” to GPT-5, Sora, and Chatbot girlfriends. Frankly, it was exhausting. As we now look back on 2025 an interesting question arises: all in all, did this end up being a good or bad year for AI? To help me answer this question, I’m joined by hard-hitting AI commentator Ed Zitron, who's been everywhere in the media in recent months helping to make sense of the wild claims being thrown in the public’s direction. Together we go through the biggest AI stories of the year to try to make sense of what just happened.  Below are the questions covered in today's episode (with their timestamps). Get your questions answered by Cal! Here’s the link: bit.ly/3U3sTvo Video from today’s episode: youtube.com/calnewportmedia INTERVIEW: Was 2025 a Great or Terrible Year for AI (w/ Ed Zitron) [3:16] Cal Reacts to Comments: Is the Internet Becoming Television? [1:58:25]   Links: Buy Cal’s latest book, “Slow Productivity” at calnewport.com/slow Get a signed copy of Cal’s “Slow Productivity” at peoplesbooktakoma.com/event/cal-newport/ Cal's monthly book directory: bramses.notion.site/059db2641def4a88988b4d2cee4657ba? bbc.com/news/articles/c5yv5976z9po axios.com/2025/01/23/davos-2025-ai-agents blog.google/technology/google-deepmind/gemini-model-updates-february-2025/ openai.com/index/sora/ openai.com/index/introducing-gpt-4-5/ ai-2027.com/ fortune.com/2025/05/28/anthropic-ceo-warning-ai-job-loss/ media.mit.edu/publications/your-brain-on-chatgpt/ usatoday.com/story/tech/2025/08/07/chat-gpt-5-release-date-open-ai/85566627007/#:~:text=GPT%2D5%20release%20date,release%20date%20for%20Part%202 newyorker.com/culture/open-questions/what-if-ai-doesnt-get-much-better-than-this wsj.com/tech/ai/ai-bubble-building-spree-55ee6128 nvidianews.nvidia.com/news/openai-and-nvidia-announce-strategic-partnership-to-deploy-10gw-of-nvidia-systems nytimes.com/2025/10/02/technology/openai-sora-video-app.html anthropic.com/news/claude-opus-4-5 ft.com/content/064bbca0-1cb2-45ab-85f4-25fdfc318d89 youtube.com/watch?v=Z_WEmjygNK0 Thanks to our Sponsors:  This episode is sponsored by Better Help: betterhelp.com/deepquestions reclaim.ai/cal expressvpn.com/deep calderalab.com/deep Thanks to Jesse Miller for production, Jay Kerstens for the intro music, and Mark Miles for mastering. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

    5 Jan

    •
    2h 23m
  • #489 – Paul Rosolie: Uncontacted Tribes in the Amazon Jungle

    2 DAYS AGO

    3

    #489 – Paul Rosolie: Uncontacted Tribes in the Amazon Jungle

    Paul Rosolie is a naturalist, explorer, author of a new book titled Junglekeeper, and is someone who has dedicated his life to protecting the Amazon rainforest. Thank you for listening ❤ Check out our sponsors: https://lexfridman.com/sponsors/ep489-sc See below for timestamps, transcript, and to give feedback, submit questions, contact Lex, etc. Transcript: https://lexfridman.com/paul-rosolie-3-transcript CONTACT LEX: Feedback – give feedback to Lex: https://lexfridman.com/survey AMA – submit questions, videos or call-in: https://lexfridman.com/ama Hiring – join our team: https://lexfridman.com/hiring Other – other ways to get in touch: https://lexfridman.com/contact EPISODE LINKS: Junglekeeper (new book): https://amzn.to/4q7vpAp Paul’s Instagram: https://instagram.com/paulrosolie Junglekeepers Website: https://junglekeepers.org Paul’s Website: https://paulrosolie.com Mother of God (book): https://amzn.to/3ww2ob1 SPONSORS: To support this podcast, check out our sponsors & get discounts: Perplexity: AI-powered answer engine. Go to https://perplexity.ai/ BetterHelp: Online therapy and counseling. Go to https://betterhelp.com/lex LMNT: Zero-sugar electrolyte drink mix. Go to https://drinkLMNT.com/lex Shopify: Sell stuff online. Go to https://shopify.com/lex Fin: AI agent for customer service. Go to https://fin.ai/lex Miro: Online collaborative whiteboard platform. Go to https://miro.com/ MasterClass: Online classes from world-class experts. Go to https://masterclass.com/lexpod OUTLINE: (00:00) – Introduction (02:34) – Sponsors, Comments, and Reflections (12:00) – Uncontacted tribes in the Amazon Jungle (19:46) – Intense new encounter (42:52) – Never-before-seen footage of tribe warriors (56:08) – The mysteries of the jungle (1:10:43) – Tribe’s diet: Monkeys, turtles, and turtle eggs (1:20:19) – Jane Goodall (1:26:31) – Advice for young people (1:35:45) – Cartel, Narco-traffickers & assassination attempts (1:57:45) – Climbing the giant tree (2:08:43) – Giant anaconda (2:26:01) – Rescuing a spider monkey (2:32:05) – Dangerous animal encounters (2:42:13) – Writing, journaling, and great writer inspirations PODCAST LINKS: – Podcast Website: https://lexfridman.com/podcast – Apple Podcasts: https://apple.co/2lwqZIr – Spotify: https://spoti.fi/2nEwCF8 – RSS: https://lexfridman.com/feed/podcast/ – Podcast Playlist: https://www.youtube.com/playlist?list=PLrAXtmErZgOdP_8GztsuKi9nrraNbKKp4 – Clips Channel: https://www.youtube.com/lexclips

    2 days ago

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    3h 14m
  • NOT Alright, Alright, Alright

    1 DAY AGO

    4

    NOT Alright, Alright, Alright

    Nvidia can officially sell its chips in China, but not if China doesn’t let anyone buy them. Tesla will stop selling FSD beginning next month. Matthew McConaughey says NOT alright alright alright to unauthorized AI use of his voice. And another story about how AI is disrupting the consultancy game. Exclusive: China's customs agents told Nvidia's H200 chips are not permitted, sources say (Reuters) Meta is closing down three VR studios as part of its metaverse cuts (The Verge) Tesla Driver-Assist System FSD Will Switch to Subscription-Only, Musk Says (Bloomberg) Matthew McConaughey Trademarks Himself to Fight AI Misuse (WSJ) Microsoft’s Spending on Anthropic AI Is on Pace to Hit $500 Million (The Information) Apple Struggling With Key Material Shortage as AI Chips Drain Supply (MacRumors) McKinsey challenges graduates to use AI chatbot in recruitment overhaul (FT) Learn more about your ad choices. Visit megaphone.fm/adchoices

    1 day ago

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    20 min
  • AI, markets, and power: A conversation with Paul Krugman (2025 re-run)

    8 JAN

    5

    AI, markets, and power: A conversation with Paul Krugman (2025 re-run)

    Welcome to Exponential View, the show where I explore how exponential technologies such as AI are reshaping our future. I've been studying AI and exponential technologies at the frontier for over ten years.  Each week, I share some of my analysis or speak with an expert guest to make light of a particular topic.  To keep up with the Exponential transition, subscribe to this channel or to my newsletter: https://www.exponentialview.co/  ------  In this episode, Nobel Prize-winning economist Paul Krugman and I discuss how a strong US economy, high asset valuations, and rapid AI adoption are sitting in uneasy tension. We explore what past technology cycles can teach us, why safety nets struggle to address disruption, and where genuine optimism still makes sense.  This is a January 2025 rerun, which remains strikingly relevant today.  We covered:  (01:09) State of the US economy  (02:28) "That end of 1999 feeling"  (05:08) Insights and lessons from the dotcom bubble  (09:57) Why today's market is different  (13:44) Understanding AI's role in labor displacement  (16:05) Are LLMs "souped-up autocorrect"?  (20:14) How job displacement erodes communities  (23:40) 2025's looming threat of tariffs  (26:16) AI's surprising impact on globalization  (30:15) Can markets address inequality?  (33:06) The maximum level of sustainable national debt  (36:31) When should the Fed raise interest rates?  (38:57) The need to revitalize local economies  (44:53) Did Paul's 2025 predictions come true?  ------  Where to find me:  Exponential View newsletter: https://www.exponentialview.co/  Website: https://www.azeemazhar.com/  LinkedIn: https://www.linkedin.com/in/azhar/  Twitter/X: https://x.com/azeem  Production by supermix.io and EPIIPLUS1  Production and research: Chantal Smith and Marija Gavrilov. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

    8 Jan

    •
    47 min
  • Adam Carolla on California's Collapse: Fires, Failed Leadership, and Gyno-Fascism

    3 DAYS AGO

    6

    Adam Carolla on California's Collapse: Fires, Failed Leadership, and Gyno-Fascism

    (0:00) David Friedberg introduces Adam Carolla! (1:32) Palisades Fire one year out: the rebuilding crisis in LA (7:39) Gyno-fascism and safety culture (15:49) Media bias and gender dynamics (28:51) DEI, Hollywood's transformation, socialism, "safe spaces and octagons" (36:14) Is America living through the "Hard times make strong men" adage? Can two Americas coexist? (51:23) Who should be California's next governor? (58:04) Big Tech, AI, and the 2028 Election When you need a partner trusted by millions, there's one platform for all business - PayPal Open. Grow today at https://www.paypal.com/us/business. Loans subject to approval and available locations. Follow Adam: https://x.com/adamcarolla Follow the besties: https://x.com/chamath https://x.com/Jason https://x.com/DavidSacks https://x.com/friedberg Follow on X: https://x.com/theallinpod Follow on Instagram: https://www.instagram.com/theallinpod Follow on TikTok: https://www.tiktok.com/@theallinpod Follow on LinkedIn: https://www.linkedin.com/company/allinpod Intro Music Credit: https://rb.gy/tppkzl https://x.com/yung_spielburg Intro Video Credit: https://x.com/TheZachEffect

    3 days ago

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    1h 10m
  • Tech in 2026: Inside the AI bubble

    1 DAY AGO

    7

    Tech in 2026: Inside the AI bubble

    Is 2026 the year that AI hype meets reality? In a new mini-series from Tech Tonic, the FT’s tech editor Murad Ahmed speaks with the paper’s reporters about what they'll be watching. Do tech industry insiders think the huge amounts of capital that have driven the AI boom will continue? How will challenges to large-language model AI systems play out this year? And are chief executives expecting AI technologies to force job cuts? In this episode, we hear from the FT’s venture capital correspondent George Hammond, AI correspondent Melissa Heikkilä and writer of the AI Shift newsletter Sarah O’Connor for their views on AI’s financial faultlines, how the technology will evolve and what kind of disruptions to expect in the world of work. Free to read:  SpaceX, OpenAI and Anthropic prepare to launch landmark IPOs Computer scientist Yann LeCun: ‘Intelligence really is about learning’ The AI Shift: Agentic AI is coming for quantitative research Subscribe to The AI Shift newsletter, an essential deep-dive into how artificial intelligence is reshaping the world of work This series of Tech Tonic is hosted by Murad Ahmed and produced by Josh Gabert-Doyon. The senior producer for Tech Tonic is Edwin Lane. Flo Phillips is the executive producer. Sound design by Breen Turner and Samantha Giovinco. Original music by Metaphor Music. Cheryl Brumley is the FT’s global head of audio.  The FT does not use generative AI to voice its podcasts. A previous version of this podcast made a statement about Klarna's use of AI that the company has disputed. The reference has since been removed. Read a transcript of this episode on FT.com Hosted on Acast. See acast.com/privacy for more information.

    1 day ago

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    40 min
  • 24.【趋势2023】从北森IPO看充满挑战的中国企服这两年

    12/05/2023

    8

    24.【趋势2023】从北森IPO看充满挑战的中国企服这两年

    北森(09669)是近期一起备受关注的中国SaaS企业赴港上市,作为疫情解封后的中国SaaS第一股,刚一上市,便遭遇了股价的腰斩。这集节目,我和北森早期投资人、经纬创投合伙人熊飞聊了聊。他非常真诚地分享了这起曲折的北森IPO,我们也聊到企业服务充满挑战的这两年,以及如今的AI浪潮会如何改造SaaS行业。 他的一个重要判断是:大模型行业,iPhone时刻来了,但开源的Android时刻还没到。底层格局未定。因为开源会对生态起决定性作用——特斯拉开源专利引爆了新能源浪潮,安卓开源引爆了移动互联网浪潮——而大模型的开源正在逼近引爆点。 聊企服 01:59 过去两年企业服务赛道刚经历了过山车,北森上市是投石问路 05:28 我参与的大部分公司在做今年年底单月、明年全年盈亏平衡 07:50 2025年将会有一波企服公司上市的浪潮 09:15 企服公司上市的可行路径和盈利标准 13:56 非常坦诚地说,过去两三年,整个企业服务市场是被溢价的 14:48 一些信号:今年下半年或明年上半年,全行业PS会回到10倍以下 15:52 这些公司一定要上市吗?还有其他路径的选择吗?——以Airbnb/Uber为例 17:30 Airbnb和Uber上市后,健康性、经营精细度比上市前显著优化,背后有一只隐形的手在做调整 18:58 外部说北森IPO是“丐版IPO”,你怎么看? 20:15 相比2015-2017年上一个周期,中国企服公司的变化:1. 真金白银,2. 离资本市场更近,3. 集中化趋势 23:25 作为投资人,在波峰波谷中的心态变化 31:45 那么多投企服的投资人都转型了,你为什么还在这个赛道? 32:45 我和贾扬青在这件事的看法非常一致,贾扬青出来创业没有去做大模型,做的是大模型的工具链,开源会让这件事有非常大的different 35:26 我很怀念2020年往前的企服赛道,这个赛道承载不了那么多投资人 38:26 对于现在还在这个赛道中坚持前行的创业者有什么建议吗? 41:16 大小客户之争:只做小客户在经济上行周期很好,在下行周期很难受聊AI 44:05 看AI项目,目前看到两层投资机会 45:40 Midjourney vs Stable Diffusion 53:10 最好的infra(基础架构)是play with the winner(和赢家一起开发市场) 56:17 AI会怎么改造SaaS行业? 59:04 AI投资目前还有很多待验证的地方,开源会对生态起决定性作用 59:44 未来ChatGPT会长期存在,就像Mac或iPhone,是闭环、独立的存在,但我相信会有廉价、开源的AI出来,就像Android 01:01:49 iPhone时刻来了,但是Android时刻还没到 01:10:55 创投行业的重力加速度 01:11:36 今天投资人还是一个好职业吗?对于年轻人来说【更多信息】 联络我们:微博@张小珺-Benita,小红书@张小珺jùn 更多信息欢迎关注公众号:张小珺

    12/05/2023

    •
    1h 14m
  • Grok’s Undressing Scandal + Claude Code Capers + Casey Busts a Reddit Hoax

    6 DAYS AGO

    9

    Grok’s Undressing Scandal + Claude Code Capers + Casey Busts a Reddit Hoax

    Users of X are asking the platform’s built-in A.I. chatbot, Grok, to remove clothing from images of celebrities and everyday people. We talk with the New York Times reporter Kate Conger about how some of the targets of this sexual harassment, including children and their families, are responding, and whether anyone will take action to stop it. Then, we recap a holiday break spent experimenting with Claude Code. We unveil what we built, how we did it and why the tool’s dramatic improvement could be scary for society. And finally, Casey debunks a viral Reddit post that accuses the food delivery industry of shocking exploitation. We explain how a scammer tried to fool us all using AI-generated evidence.   Guests: Kate Conger, New York Times tech reporter covering X.  Additional Reading:  Elon Musk’s A.I. Is Generating Sexualized Images of Real People, Fueling OutrageDebunking the A.I. Food Delivery Hoax That Fooled Reddit  We want to hear from you. Email us at hardfork@nytimes.com. Find “Hard Fork” on YouTube and TikTok. Subscribe today at nytimes.com/podcasts or on Apple Podcasts and Spotify. You can also subscribe via your favorite podcast app here https://www.nytimes.com/activate-access/audio?source=podcatcher. For more podcasts and narrated articles, download The New York Times app at nytimes.com/app.

    6 days ago

    •
    1h 16m

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