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Open AI declaring code red as the AI race intensifies and Google threatens to unseat the industry's early leader.
隨著 AI 競爭加劇，Google 威脅要取代這個行業的早期領導者，OpenAI 宣布進入紅色警戒狀態。
According to a report from the Wall Street Journal, OpenAI CEO Sam Alman told employees the company must focus on improving chat GPT pushing all other products to the sideline to address the
根據華爾街日報的報導，OpenAI CEO Sam Altman 告訴員工，公司必須專注於改進 ChatGPT，將所有其他產品放在一邊，以應對這個
threat. Last month, Google released an updated version of its AI model called Gemini. Some are calling it the most capable AI model yet. So, let's bring in Jacob Ward, a technology journalist and
威脅。上個月，Google 發布了其 AI 模型 Gemini 的更新版本。有些人稱它是迄今為止最強大的 AI 模型。讓我們請來科技記者 Jacob Ward，
host of the Ripcurren podcast and author of The Loop: How Technology is creating a world without choices and how to fight back. Jacob, always good to see you. So,
Ripcurrent 播客的主持人和《The Loop》的作者。Jacob，很高興見到你。那麼，
why is OpenAI declaring a code red or what are the competitive stakes here?
OpenAI 為什麼要宣布紅色警戒，這裡的競爭利害是什麼？
>> Yeah, well, I mean, you can imagine the Open AI workers coming back from Thanksgiving thinking they're going to coast right into the holiday and all of that being blown up when their boss
你可以想像 OpenAI 的員工在感恩節後回來，以為可以輕鬆地迎接假期，然後老闆發了這份備忘錄把一切都炸了。
drops this memo on them. Code Red sounds like some sort of national emergency. It is not. It is a business emergency for this company. What they're worried about, of course, is, as you mentioned,
紅色警戒聽起來像是某種國家緊急狀態。不是。這是這家公司的商業緊急狀態。他們擔心的，當然，如你所說，
Gemini is on the ascent. We've seen Google's uh user base grow up to something like 650 million monthly users after it released this new image generator. They are definitely catching
Gemini 正在崛起。我們看到 Google 的用戶群在發布新的圖像生成器後增長到約 6.5 億月活用戶。他們絕對在追趕。
up. And we saw people like Salesforce CEO Mark Beni off say, "This is the one I'm going to use from now on. It's just so cool. It's so great." And that
我們看到像 Salesforce CEO Marc Benioff 這樣的人說：「這是我從現在起要用的。它太酷了。太棒了。」而這
clearly has OpenAI panicking because as you mentioned they are the early leader.
顯然讓 OpenAI 恐慌，因為如你所說他們是早期的領導者。
We've been using chat GPT the way we used to use the verb Google and so now they clearly don't want to be displaced here.
我們一直在使用 ChatGPT，就像我們以前使用「Google」這個動詞一樣，所以現在他們顯然不想被取代。
>> So what is it about Gemini that's better than chat GPT? What can it do that that the other company can't?
那麼 Gemini 有什麼比 ChatGPT 好的？它能做什麼其他公司做不到的？
>> Well, so the industry benchmarks are typically things like um you know you throw it a big stack of trivia or a big stack of medical exam questions. you try
行業基準通常是你給它一大堆問答題或一大堆醫學考試題。你試著
and trick it into saying hateful or dangerous things and figure out whether it can steer the conversation back in a in a more great you know a better direction. Yeah.
誘騙它說出仇恨或危險的話，看看它能否把對話引導回一個更好的方向。是的。
>> But you know all those industry benchmarks are theor theoretically what Gemini has now surpassed this chatbot on. But >> we don't care about that. I mean you
但你知道所有這些行業基準理論上 Gemini 現在在這個聊天機器人上已經超越了。但我們不在乎那些。我的意思是
know we don't care about that. We care about does it write funny jokes? Does it make cool images? And does it save me time? And ChachiBT clearly is still
我們不在乎那些。我們在乎的是它能不能寫有趣的笑話？能不能製作酷炫的圖片？能不能幫我省時間？而 ChatGPT 顯然還是
going to be able to do that. They just seem to feel that they need to adopt a new or at least a more intense version of their strategy in order to get more
能做到那些的。他們只是覺得需要採用新的或至少是更強烈版本的策略，以讓更多
of us using it. >> You know, Google makes billions of dollars a year. Open AAI has yet to turn a profit if money is the issue for Open
人使用它。你知道，Google 每年賺數十億美元。OpenAI 還沒有盈利，如果錢是 OpenAI 的問題。
AI. Why not focus on something like ad revenue, something we know will make dollars?
為什麼不專注於像廣告收入這樣我們知道能賺錢的東西？
>> That's right. I mean, the projections are that that OpenAI can't even turn a profit till probably 2030. They're talking about spending more than a trillion dollars on infrastructure. So,
沒錯。我的意思是，預測是 OpenAI 可能要到 2030 年才能盈利。他們談論要在基礎設施上花費超過一萬億美元。所以，
how they're going to get there is not really clear.
他們怎麼達到那個目標還不太清楚。
>> But you're right, right? Why wouldn't you just go for advertising? Why wouldn't you do what Google has done, which makes huge money that way? Well, you'll remember like in the early days
但你說的對，對吧？為什麼不直接做廣告？為什麼不做 Google 做的事，那樣能賺大錢？嗯，你會記得在早期
of Facebook, which nowadays makes all its money off advertising. Mark Zuckerberg was very reluctant to do advertising. He didn't want to mess with the product. He wanted to make the
Facebook 的時候，現在它所有的錢都來自廣告。Mark Zuckerberg 非常不願意做廣告。他不想弄亂產品。他想讓
product irresistible first before he began bothering people with advertising.
產品先變得無法抗拒，然後再開始用廣告打擾人們。
What you hear in both the code red memo language that the Wall Street Journal obtained and in all of the public pronouncements is that what they really want is personalization and emotional
從華爾街日報獲得的紅色警戒備忘錄語言和所有公開聲明中，你聽到的是他們真正想要的是個人化和情感
attachment. They want CHBT to be a thing that you just can't help but use on a psychological and emotional level. It feels to me like that is what they're
依附。他們希望 ChatGPT 成為你在心理和情感層面上無法不使用的東西。我覺得這就是他們
trying to do for all of us is is make us so hooked on this product that we can't help but look at the ads when and if they introduce those. So he seems to
試圖為我們所有人做的——讓我們對這個產品如此上癮，以至於當他們推出廣告時我們忍不住看那些廣告。所以他似乎
feel Sam Alman seems to feel that he needs to go hard at that before he distracts anybody from anything else.
覺得 Sam Altman 似乎覺得他需要在分散任何人注意力之前先全力以赴。
Make it as compelling as possible. Make it irresistible.
讓它盡可能引人注目。讓它無法抗拒。
>> And a lot of these companies seem to be racing ahead when it comes to AI, but >> not Apple. It's interesting.
很多這些公司在 AI 方面似乎都在向前衝，但蘋果不是。這很有趣。
>> Right. Right. Right. >> And there's a lot of speculation about why that is. But what do you think the strategy is here? Well, with Apple, I mean, you really cannot as a hardware
對。對。對。有很多關於原因的猜測。但你認為這裡的策略是什麼？嗯，說到蘋果，我的意思是，作為一家硬體公司
company, you know, you know, as a hardware company that if you make a mistake and then ship everything with a mistake in it, that's a real problem. In software, that's not the problem.
你知道，作為一家硬體公司，如果你犯了錯誤然後把所有有錯誤的東西都出貨，那是一個真正的問題。在軟體方面，這不是問題。
Software, you can ship tons and tons and tons of a broken thing and fix it over time, no problem. Apple is in a very careful business as a handset maker, and
軟體方面，你可以出貨大量有問題的東西然後慢慢修復，沒問題。蘋果作為手機製造商處於一個非常謹慎的業務中，
I think that they probably just don't want to mess with their brand reputation. So, while, you know, all of the common wisdom has been saying, "Oh, they're struggling to keep up and so
我認為他們可能只是不想弄砸他們的品牌聲譽。所以，雖然你知道，所有的傳統智慧都在說，「哦，他們在努力追趕」
forth." I don't know. like they just feel to me like they're just doing what they do really well. They make gobs of money. They're not hurting for money.
等等。」我不知道。對我來說，他們只是在做他們真正擅長的事情。他們賺了很多錢。他們不缺錢。
>> No, they're not. >> And if they partner up maybe with somebody like a Google, right, to get the this this out there in the future,
不，他們不缺。如果他們和像 Google 這樣的公司合作，對吧，在未來把這個推出去，
they're going to be in a position to put it into all of our pockets instantaneously. So, I just feel like Apple's one of these companies that
他們將能夠立即把它放進我們所有人的口袋。所以，我只是覺得蘋果是那些
doesn't have to rush in the way that a company like like Open AI, which has no clear path to profitability, really has to right now.
不必像 OpenAI 這樣沒有明確盈利路徑的公司那樣著急的公司之一。
>> So, Apple's just kind of waiting to see what the best product is and maybe go with That's the vibe I get, you know, is is why why why rush? They don't need to.
所以，蘋果只是在等著看最好的產品是什麼，然後可能選擇那個？這是我得到的感覺，你知道，就是為什麼要急呢？他們不需要。
They can sit back on their mountains of cash and just wait it out. And I think that's probably what they're doing.
他們可以坐在他們的現金山上等著。我認為這可能就是他們正在做的。
>> Jacob Ward, thank you so much. So good to see you. Happy holiday. Thanks a lot.
Jacob Ward，非常感謝。很高興見到你。節日快樂。非常感謝。
點擊句子跳轉到對應位置
Open AI declaring code red as the AI race intensifies and Google threatens to unseat the industry's early leader.
隨著 AI 競爭加劇，Google 威脅要取代這個行業的早期領導者，OpenAI 宣布進入紅色警戒狀態。
According to a report from the Wall Street Journal, OpenAI CEO Sam Alman told employees the company must focus on improving chat GPT pushing all other products to the sideline to address the
根據華爾街日報的報導，OpenAI CEO Sam Altman 告訴員工，公司必須專注於改進 ChatGPT，將所有其他產品放在一邊，以應對這個
threat. Last month, Google released an updated version of its AI model called Gemini. Some are calling it the most capable AI model yet. So, let's bring in Jacob Ward, a technology journalist and
威脅。上個月，Google 發布了其 AI 模型 Gemini 的更新版本。有些人稱它是迄今為止最強大的 AI 模型。讓我們請來科技記者 Jacob Ward，
host of the Ripcurren podcast and author of The Loop: How Technology is creating a world without choices and how to fight back. Jacob, always good to see you. So,
Ripcurrent 播客的主持人和《The Loop》的作者。Jacob，很高興見到你。那麼，
why is OpenAI declaring a code red or what are the competitive stakes here?
OpenAI 為什麼要宣布紅色警戒，這裡的競爭利害是什麼？
>> Yeah, well, I mean, you can imagine the Open AI workers coming back from Thanksgiving thinking they're going to coast right into the holiday and all of that being blown up when their boss
你可以想像 OpenAI 的員工在感恩節後回來，以為可以輕鬆地迎接假期，然後老闆發了這份備忘錄把一切都炸了。
drops this memo on them. Code Red sounds like some sort of national emergency. It is not. It is a business emergency for this company. What they're worried about, of course, is, as you mentioned,
紅色警戒聽起來像是某種國家緊急狀態。不是。這是這家公司的商業緊急狀態。他們擔心的，當然，如你所說，
Gemini is on the ascent. We've seen Google's uh user base grow up to something like 650 million monthly users after it released this new image generator. They are definitely catching
Gemini 正在崛起。我們看到 Google 的用戶群在發布新的圖像生成器後增長到約 6.5 億月活用戶。他們絕對在追趕。
up. And we saw people like Salesforce CEO Mark Beni off say, "This is the one I'm going to use from now on. It's just so cool. It's so great." And that
我們看到像 Salesforce CEO Marc Benioff 這樣的人說：「這是我從現在起要用的。它太酷了。太棒了。」而這
clearly has OpenAI panicking because as you mentioned they are the early leader.
顯然讓 OpenAI 恐慌，因為如你所說他們是早期的領導者。
We've been using chat GPT the way we used to use the verb Google and so now they clearly don't want to be displaced here.
我們一直在使用 ChatGPT，就像我們以前使用「Google」這個動詞一樣，所以現在他們顯然不想被取代。
>> So what is it about Gemini that's better than chat GPT? What can it do that that the other company can't?
那麼 Gemini 有什麼比 ChatGPT 好的？它能做什麼其他公司做不到的？
>> Well, so the industry benchmarks are typically things like um you know you throw it a big stack of trivia or a big stack of medical exam questions. you try
行業基準通常是你給它一大堆問答題或一大堆醫學考試題。你試著
and trick it into saying hateful or dangerous things and figure out whether it can steer the conversation back in a in a more great you know a better direction. Yeah.
誘騙它說出仇恨或危險的話，看看它能否把對話引導回一個更好的方向。是的。
>> But you know all those industry benchmarks are theor theoretically what Gemini has now surpassed this chatbot on. But >> we don't care about that. I mean you
但你知道所有這些行業基準理論上 Gemini 現在在這個聊天機器人上已經超越了。但我們不在乎那些。我的意思是
know we don't care about that. We care about does it write funny jokes? Does it make cool images? And does it save me time? And ChachiBT clearly is still
我們不在乎那些。我們在乎的是它能不能寫有趣的笑話？能不能製作酷炫的圖片？能不能幫我省時間？而 ChatGPT 顯然還是
going to be able to do that. They just seem to feel that they need to adopt a new or at least a more intense version of their strategy in order to get more
能做到那些的。他們只是覺得需要採用新的或至少是更強烈版本的策略，以讓更多
of us using it. >> You know, Google makes billions of dollars a year. Open AAI has yet to turn a profit if money is the issue for Open
人使用它。你知道，Google 每年賺數十億美元。OpenAI 還沒有盈利，如果錢是 OpenAI 的問題。
AI. Why not focus on something like ad revenue, something we know will make dollars?
為什麼不專注於像廣告收入這樣我們知道能賺錢的東西？
>> That's right. I mean, the projections are that that OpenAI can't even turn a profit till probably 2030. They're talking about spending more than a trillion dollars on infrastructure. So,
沒錯。我的意思是，預測是 OpenAI 可能要到 2030 年才能盈利。他們談論要在基礎設施上花費超過一萬億美元。所以，
how they're going to get there is not really clear.
他們怎麼達到那個目標還不太清楚。
>> But you're right, right? Why wouldn't you just go for advertising? Why wouldn't you do what Google has done, which makes huge money that way? Well, you'll remember like in the early days
但你說的對，對吧？為什麼不直接做廣告？為什麼不做 Google 做的事，那樣能賺大錢？嗯，你會記得在早期
of Facebook, which nowadays makes all its money off advertising. Mark Zuckerberg was very reluctant to do advertising. He didn't want to mess with the product. He wanted to make the
Facebook 的時候，現在它所有的錢都來自廣告。Mark Zuckerberg 非常不願意做廣告。他不想弄亂產品。他想讓
product irresistible first before he began bothering people with advertising.
產品先變得無法抗拒，然後再開始用廣告打擾人們。
What you hear in both the code red memo language that the Wall Street Journal obtained and in all of the public pronouncements is that what they really want is personalization and emotional
從華爾街日報獲得的紅色警戒備忘錄語言和所有公開聲明中，你聽到的是他們真正想要的是個人化和情感
attachment. They want CHBT to be a thing that you just can't help but use on a psychological and emotional level. It feels to me like that is what they're
依附。他們希望 ChatGPT 成為你在心理和情感層面上無法不使用的東西。我覺得這就是他們
trying to do for all of us is is make us so hooked on this product that we can't help but look at the ads when and if they introduce those. So he seems to
試圖為我們所有人做的——讓我們對這個產品如此上癮，以至於當他們推出廣告時我們忍不住看那些廣告。所以他似乎
feel Sam Alman seems to feel that he needs to go hard at that before he distracts anybody from anything else.
覺得 Sam Altman 似乎覺得他需要在分散任何人注意力之前先全力以赴。
Make it as compelling as possible. Make it irresistible.
讓它盡可能引人注目。讓它無法抗拒。
>> And a lot of these companies seem to be racing ahead when it comes to AI, but >> not Apple. It's interesting.
很多這些公司在 AI 方面似乎都在向前衝，但蘋果不是。這很有趣。
>> Right. Right. Right. >> And there's a lot of speculation about why that is. But what do you think the strategy is here? Well, with Apple, I mean, you really cannot as a hardware
對。對。對。有很多關於原因的猜測。但你認為這裡的策略是什麼？嗯，說到蘋果，我的意思是，作為一家硬體公司
company, you know, you know, as a hardware company that if you make a mistake and then ship everything with a mistake in it, that's a real problem. In software, that's not the problem.
你知道，作為一家硬體公司，如果你犯了錯誤然後把所有有錯誤的東西都出貨，那是一個真正的問題。在軟體方面，這不是問題。
Software, you can ship tons and tons and tons of a broken thing and fix it over time, no problem. Apple is in a very careful business as a handset maker, and
軟體方面，你可以出貨大量有問題的東西然後慢慢修復，沒問題。蘋果作為手機製造商處於一個非常謹慎的業務中，
I think that they probably just don't want to mess with their brand reputation. So, while, you know, all of the common wisdom has been saying, "Oh, they're struggling to keep up and so
我認為他們可能只是不想弄砸他們的品牌聲譽。所以，雖然你知道，所有的傳統智慧都在說，「哦，他們在努力追趕」
forth." I don't know. like they just feel to me like they're just doing what they do really well. They make gobs of money. They're not hurting for money.
等等。」我不知道。對我來說，他們只是在做他們真正擅長的事情。他們賺了很多錢。他們不缺錢。
>> No, they're not. >> And if they partner up maybe with somebody like a Google, right, to get the this this out there in the future,
不，他們不缺。如果他們和像 Google 這樣的公司合作，對吧，在未來把這個推出去，
they're going to be in a position to put it into all of our pockets instantaneously. So, I just feel like Apple's one of these companies that
他們將能夠立即把它放進我們所有人的口袋。所以，我只是覺得蘋果是那些
doesn't have to rush in the way that a company like like Open AI, which has no clear path to profitability, really has to right now.
不必像 OpenAI 這樣沒有明確盈利路徑的公司那樣著急的公司之一。
>> So, Apple's just kind of waiting to see what the best product is and maybe go with That's the vibe I get, you know, is is why why why rush? They don't need to.
所以，蘋果只是在等著看最好的產品是什麼，然後可能選擇那個？這是我得到的感覺，你知道，就是為什麼要急呢？他們不需要。
They can sit back on their mountains of cash and just wait it out. And I think that's probably what they're doing.
他們可以坐在他們的現金山上等著。我認為這可能就是他們正在做的。
>> Jacob Ward, thank you so much. So good to see you. Happy holiday. Thanks a lot.
Jacob Ward，非常感謝。很高興見到你。節日快樂。非常感謝。