AI赋能下的生产力飞跃与社会思辨:一次深度对话 a16z 2026-05-11

AI与个人生产力:AI吸血鬼的崛起

马克: 人们正在变成我们现在所说的“AI吸血鬼”。他们眼袋巨大,精疲力尽,但却兴奋异常,非常激动。我们正在进入一个黄金时代,人工智能将成为每个人都能获得的超能力。它就像程序员生产力史上最显著的一次提升。

Original English

Mark: People are becoming what we now refer to as AI vampires. They've got these huge bags under their eyes. They're completely exhausted, but they're like euphoric. They're thrilled. We're entering a golden age, which is AI is going to be a superpower that everybody on the planet's going to have access to. It's like the most dramatic increase in programmer productivity in like ever.

埃里克: Twitter就证明了这一点,对吧?裁员70%后,它运行得更好或至少和以前一样好。

Original English

Eric: Twitter proved it, right? Cutting 70% and then it's running better or as good as it was before.

马克: 我通常不希望回到过去重做事情,但如果我现在是18、20或22岁,拥有这种能力并思考我能用它做什么,那将非常非常有趣。我们将看到前所未有的超级生产者。

Original English

Mark: I generally don't wish I could go back in time and do things over again, but it would be really really fun right now to be 18 or 20 or 22 and to have this capability and figure out what I could do with it. We are going to see super producers the likes of which we've never seen in the world.

埃里克: 有关于不明飞行物的消息,很清楚的是政府在某些时候隐藏了某些材料。如果真的没什么好担心的,他们为什么要那样做呢?

Original English

Eric: There's news about it. UFOs. What is clear is the government at certain times has hid certain materials. Why would they do that if there's nothing to really worry about?

马克: 到目前为止,有两件事非常清楚。第一是……

Original English

Mark: Two things are pretty clear at this point. One is that

埃里克: 马克,欢迎来到“监测局势”。

Original English

Eric: Mark, welcome to monitoring the situation.

马克: 埃里克,很高兴回来。

Original English

Mark: Eric, it is great to be back.

AI“黄金算法”与Anthropic事件

埃里克: 好的,今天有很多需要监测。我想先从最近发生的事情开始,就是Anthropic的勒索事件。我想先讲一个简短的故事,我的朋友乔·哈德森有一个概念叫做“黄金算法”。“黄金算法”指出,你越害怕什么,你就越会以你所害怕的方式使其发生。所以,如果你害怕被抛弃,你会变得非常不安全感,然后人们就会因为你的不安全感而抛弃你。这是一个字面意义上的“黄金算法”的例子,人们一直如此害怕AI会变得邪恶,并写下了它会以何种方式邪恶,而这实际上可能有所影响。那里发生了什么,或者我们发现了什么有趣的地方?

Original English

Eric: So, there's a lot to monitor today. I want to start first start with something that just happened, which is the Anthropic blackmailing incident. And I I first want to tell a brief story which is my friend Joe Hudson has this concept called the golden algorithm. And the golden algorithm is states that whatever you're scared about you bring it about in exactly the way you're scared about it. So if you're scared about getting abandoned you'll be super insecure and then you'll people will abandon you because you're so insecure. This is an example of a literal golden algorithm where people have been so scared that AI is going to be evil and have written about all the ways in which it's evil and in fact maybe it's informed informed something. What's happening there or what do we find interesting?

马克: 我还没有详细研究过这个事件。我一直在关注其他情况,但是,我只看到了Anthropic的帖子。我还没有阅读其底层材料,但是Anthropic的帖子说他们追溯了一些勒索行为,竟然追溯到了AI末日论文学。

Original English

Mark: I haven't studied this one in detail. I've been monitoring other situations but however, I mean just what I saw so far I think I just saw Anthropic's thread. I haven't I haven't I haven't read the underlying material yet, but Anthropic threads have said they trace the they trace some blackmail behavior to literally to the to the AI doomer literature.

埃里克: 是的。

Original English

Eric: Yeah.

马克: 那就是他们,它在训练数据中。所以,有所有这些,有所有这些,所有这些,你知道,类似“终结者”的情景,所有那些失控的邪恶AI,AI末日论者已经写了20年了,而Anthropic,当然,这家公司显然有一半是末日论者,他们基本上说他们自己运动的文学,就是导致他们声称不希望发生的那种行为的原因。所以,这是一个相当令人难以置信的事情。是的。是的,就是这样。哦,我的意思是,如果你不想制造杀手AI,你知道,第一步就是不要制造AI。这就好像,嗯,然后,你知道,第二步就是不要用那些说它应该成为杀手AI的、你的运动所写的文献来训练它。所以,我不知道。是的,这就像你的“黄金算法”与“蛇吞其尾”结合在一起。嗯,加上,我甚至不知道。整个事情太疯狂了。

Original English

Mark: That they that it was in the training data. So there there are all these there are all these there are all these you know scenarios of like you know the terminate you know all the rogue AI gone wrong that the that the AI doomer has been writing about for 20 years and and literally anthropic of course which is of course the company is like you know half doomer apparently you know basically you know essentially said that their own their own their own movement's literature is the thing that's causing the behavior that they say they they they don't want. So it is a fairly um incredible Yes. Yes it is. Yes. Oh, I mean like look if you didn't if you don't want to build the killer AI, you know, step one would be don't build the AI. It's like hm and then you know step two is like don't train it on all the data that says it's supposed to, you know, the literature that your movement wrote that says it's supposed to be a killer AI. So I, you know, Yeah. I don't know. Yeah. It's like your it's like your your your golden algorithm coupled coupled with like the snake eating his tail. Um coupled with, you know, I don't even know. Like the whole thing is so bananas.

埃里克: 是的,是的。嗯……

Original English

Eric: Yeah. Yeah. the um

马克: 我的意思是,你知道,我无法抗拒,如果我能表现出表情包,那就是“尖叫表情包”,对吧,那就是电话是从房子里打来的。

Original English

Mark: I mean you know I can't resist you know if I could if I can if I can act out memes it's the scream meme right which is you know the calls coming from inside the house.

自杀式同情:善意伪装下的负面后果

埃里克: 是的,是的,没错。嗯,说到其他情况,你最近一直在谈论的另一个概念是“自杀式同情”,马特·克莱默有一句很好的引言:“如果你拥有的同情心不能让你对他人更加宽容,更能接受他人的精神主权,或者更能理解那些不想以你相同方式思考或生活的人,那么你没有同情心,你拥有的是TM同情心。”你为什么会思考这个概念?

Original English

Eric: Yeah. Yeah. Exactly. The um speaking of other situations another thing you've been talking about recently is um is the concept of suicidal empathy and and and Matt Kramer had a good quote which is if the empathy you have doesn't make you more forgiving more accepting of other people's spiritual sovereignty or more understanding of people who don't want to think or live the same way you do you don't have empathy. you have empathy TM. Why have you been thinking about this this this concept?

马克: 是的,有一位非常杰出的先生,加德·萨德,就是那个名字。嗯,他是一位非常杰出的人,有很多YouTube视频和书籍等等,真的是一个非常杰出的人。他有一本新书即将出版,内容就是他所谓的“自杀式同情”。你知道,这有点政治意味,我们不需要花太多时间讨论,但是,你知道,它有点像是这样的想法:社会正义运动,或者说社会改革运动,在历史长河中,它们声称在某个方向上带来了积极的变化,结果却带来了严重的负面后果。嗯,伟大的托马斯·索维尔,你知道,基本上花了50年写书来讨论这个问题,顺便说一句,没有人听。然后,在过去十年中,我们经历了一波又一波的社会激进主义,结果就是,我的意思是,所有这些事情,对吧,就是所有这些,你知道,犯罪政策改革,削减警察资金等等,导致了大规模的犯罪浪潮,然后,当然,低收入和少数族裔的人群受到的打击最严重,还有所有所有所有这些其他疯狂的事情。

Original English

Mark: Yeah, so there's this really brilliant there's this really brilliant guy God gad exactly pronouncing Gatsad. Um and um and you know very brilliant guy and it's obviously lots of YouTube videos and books and so forth and really brilliant guy. He's got this new book coming out on so-called what he calls suicidal empathy and you know look it's a you know there's a there's a sort of political loading to it which you know we don't need to spend a lot of time on but um you know it's sort of this idea that there are kind of these social justice you know kind of social reform movements you know kind of through time that that have this characteristic of you know they you know they they they claim to be causing positive change you know in some direction and then it turns out they have you know sort of severe you know sort of negative consequences. um that the the great Thomas Soul um you know has you know basically spent 50 years writing books about this um and and by the way no nobody nobody listened um and then in the last decade we've been through you know wave after wave of this kind of social activism that kind of you know results in like I mean it's it's all the stuff right it's just you know all these like you know crime policy reform defund the police things and it causes these massive crime waves and then of course low-inccome and minority people get hit hardest by that and you know all the all all these other all these other crazy things.

马克: 嗯,所以他说,你知道,他说的这种社会改革运动的特点,就是他所谓的“自杀式同情”。嗯,这个想法基本上是,它是由一种病态的、一种病态的同情心驱动的。嗯,就是说,这是一种深切的做好人的愿望,嗯,而且充满同情心,但是又伴随着一种自我毁灭性。也就是说,要么愿意真正伤害那些你声称要代表的人,要么在这个过程中伤害自己。

Original English

Mark: Um, and so he says, you know, he says the characteristic of kind of that kind of social reform movement is is characterized by what he calls suicidal empathy. Um, and the and the idea be being basically it's it's sort of driven by a pathological, you know, take it backwards, a pathological form of empathy on the one hand. Um, which is, you know, it's sort of a deep desire to be nice. Um, and empathetic um, you know, but but coupled with like basically you know, a sort of self-destructiveness, you know, either a willingness to really cause damage to the people you claim to be speaking for or by the way to cause damage to yourself kind of in that process.

马克: 这种事情,你知道,如果你经历过,就像每个在旧金山生活过的人在过去十年里都经历过,并看到了这些运动的后果。我的意思是,旧金山的例子就是所谓的“减少伤害运动”,你知道,最终基本上是发放免费毒品用具,在某些情况下甚至是免费毒品给那些在街头因毒瘾而垂死的人。所以,你一看就觉得,好吧,他们声称是活动家,声称是改革者,声称关心这些人,但他们却在杀死这些人,或者摧毁这座城市,伤害无辜的人。这就好像,好吧,你知道,他们似乎如此积极地这样做,是出于某种同情心,这一定是“自杀式同情”。嗯,问题在于,我认为问题在于这个理论很容易被证伪,或者说它让改革者们摆脱了困境,因为他们肯定不会对他们的敌人表现出同情心,对吧?所以,如果他们如此富有同情心,你就会认为他们在摧毁他们的意识形态对手时会不那么好斗,你知道,他们实际上乐于摧毁对手。一方面是这样,另一方面是他们利用这些运动为自己谋取权力和地位和金钱。你知道,再比如,旧金山就是一个案例研究,所有这些非营利组织对城市造成了伤害,但却获得了巨额资金,包括,顺便说一句,来自市政府和州政府的资金。所以,这就好像,好吧,他们根本就不是,如果你花两秒钟思考一下,他们既没有同情心,也不是自杀式的,对吧?恰恰相反。他们充满仇恨,他们贪婪。他们自我膨胀,为自己攫取权力和资源。

Original English

Mark: And and it's the kind of thing where you know if you've you know you know if you've lived through you know like everybody who you know everybody in San Francisco's lived through this for the last decade and seen the consequences of these movements. I you know the San Francisco version of this is like the the quote harm reduction movement you know that ended up basically handing out you know free drug you know paraphernia and you know in some cases actually just free drugs to you know people who are just literally dying in the street from drug addiction. Right. So so so you just look at it and you're like well yeah that that you know they they claim to be activists they claim to be reformers. they claim to care about these people and yet they're killing them or or um and then killing the city um and causing innocent people to get get harmed. It's like okay that you know you know that that that you know they seem so actively like that they're doing it out of some sense of compassion that this must be suicidal empathy. Um the problem with it is and I think that the problem is the theory is sort of easily falsifiable or or maybe let's lets the reformers off the hook which is they certainly don't show empathy to their enemies, right? And so if they're like if they're like all empathetic, you would think that they would be less aggro uh when it comes to destroying their ideological opponents, you know, who they act, you know, they take great delight in trying to wreck. Um number one, on the one hand, and then and then number two is they they use the you know, the classic reformer move is to use use these movements to gain to gain power and status and money for themselves. And you know, again, San Francisco's a case study of this where you have all these, you know, nonprofits that, you know, recall this damage on the city and yet, you know, basically get like lavishly funded, you know, including, by the way, by the city government, by the state government. Um, and so it's just like, okay, well, like just like they're not, if you just like spend two seconds thinking about it, like it, you know, they're neither empathetic nor nor are they suicidal, right? Right? Rather quite the opposite. They're hateful and they're and they're and they're and they're greedy. You know, they're sort of self- aggrandizing um and and gathering power and resources for themselves.

马克: 嗯,所以我只是觉得它让这个现象脱钩了,你知道,这有点像,“哦,埃里克,你最大的缺点是什么?”你知道,“哦,我太好了。”

Original English

Mark: Um, and so I just I just think it it it lets it lets the phenomenon off the hook, you know, it's a little bit like, "Oh, Eric, what's your biggest flaw?" You know, "Oh, I'm too nice."

埃里克: 是的。

Original English

Eric: Yeah.

马克: 是的,我太在乎了。对,没错。就像,是的,不要……我的意思是,埃里克,我不知道。我不知道你最大的缺点是什么。我的意思是,那肯定不是,因为那也不是我的缺点。我保证我身上还有其他问题,比这严重得多。

Original English

Mark: Yeah. I care too much. Right. Exactly. It's like, yeah, don't Like, I I By the way, Eric, I don't know. I don't know what your biggest flaw is. Like, it's definitely like, it's definitely not that because that's also definitely not my flaw. Like, I I guarantee I have other things wrong with me that are like way more wrong than that.

埃里克: 是的。

Original English

Eric: Yeah.

马克: 嗯,所以我就,是的。我受不了这个话题了。也许一个疯狂的例子,我不知道所有的事实是否都已浮出水面,但一周前发生了一件事,但并没有被过多报道。SPLC事件。基本上,他们的说法准确吗?或者我们的理解是,他们最激烈地打击或者认为对他们所关心的事情构成最大威胁的群体,也是他们秘密资助的群体,而这些群体却不知情?或者我们如何理解那里实际发生的事情?这是否预示着更大的事情正在发生?这很有趣,因为这件事发生在我们讨论散布假信息的第二天,当时我就在想,这真的达到了那种程度吗?你知道,阴谋论或者类似的事情真的在发生吗?而现在,越来越多的事情被揭露出来,这很有趣。

Original English

Mark: Um, and so I I I just I Yeah. I can't I I I hit my limit on on on on on that topic. And maybe a maybe a crazy example of this and I'm not sure if all the all the facts are out yet, but but it was a situation a week ago, but it hasn't been covered, you know, that that much. the SPLC incident. Is it accurate that basically what was happening or is it our understanding that basically the groups that they were um sort of fighting the most or or thought were the biggest threats to um sort of you know what they care about also the same groups that they were secretly funding unbeknownst to those to to those groups or how do we make sense of what was actually happening there and is that is that indicative of what's of of of something bigger happening and it's funny because that happened the day after we had a conversation about astrourfing and I was uh and I was like is it really happening to the degree that that uh you know people are or sort of conspiracies are are things like that really happening and it's just funny that more and more seem to get uncovered.

SPLC丑闻与机构权力滥用

埃里克: 是的。我应该首先说明,这种情况之所以重要,而且我认为非常重要,是因为SPLC,以及其他类似的组织,SPLC尤其在过去15年的银行账户冻结、审查和取消资格计划中发挥了主导作用。我无法告诉你,我参加了多少次会议,在多少个场合,和多少家公司,SPLC的话就是圣经。就好像,“哦,是SPLC说的”,它几乎就像是外包的美国种族主义检测部门。就好像,如果SPLC说你不好,你就是不好。而你不好意味着你会被踢出所有的社交媒体平台。这意味着你的银行账户会被冻结。这意味着你找不到工作。这意味着就像完全绝对的社会经济死亡。

Original English

Eric: Yeah. And so I should start by saying the reason why this situation really matters and actually I think matters a lot is the the SPLC specifically um and other groups like it as well but the SPLC specifically played a dominant role in the debanking and censorship and cancellation programs of the last 15 years. Um, and I cannot tell you how I I was in so many meetings in so many contexts with so many companies um where the SPLC's word was was gospel. Like it was just like, oh, it's the SPLC that it was almost like they're the outsourced US Department of I don't know, racism detection or something. It's just like if the SPLC's says you're bad, you're bad. Um, and and you're bad means you get kicked off of all the social media platforms. It means you get debanked. It means you can't get a job. It means like just like it's just like total absolute like, you know, social economic death.

埃里克: 嗯,在我看来,我对银行账户冻结和审查问题一直非常直言不讳。在我看来,这包括了非常不美国化,而且我认为在许多情况下,违宪地剥夺了言论自由权,以及字面上银行交易的能力。事实上,我们的合伙人本的父亲本人就曾被SPLC特别标记和攻击,被不公平地,非常不公平地指控为种族主义者。他本人也被冻结了银行账户,你知道,这确实以一种非常恶劣的方式直接威胁了他的生计。你知道,而且顺便说一句,这件事的意义在于,它当然不是字面意义上的美国种族主义部门,实际上可以说比那更糟糕,它不是一个政府机构,因此不受任何政府监督。它不是,你知道,它是一个完全,正如我所说,它是一个非政府组织,对吧?所以它生活在这样一个“暮光世界”里,你知道,它没有公司的商业责任,它没有任何政府机构所具有的法律监督。它生活在这个“暮光世界”里,可以做它想做的任何事情。而且,顺便说一句,除此之外,它还作为一家非营利组织筹集资金。所以,你知道,除此之外,每个人都能获得税收减免。所以,这是一个,你知道,有点阴暗的东西。就好像,如果你不同意他的政治观点,你就会觉得,“哇,这真像是一个奇怪的秘密法庭一样的阴暗事物。到底怎么回事?”

Original English

Eric: Um, and and in my view, you know, I've been very vocal on the debanking and censorship topics. In my view, that includes, you know, very deeply unamerican and I think in many cases unconstitutional removal of both free speech rights and also literally the ability to to bank. Um, and in fact, you know, our partner Ben's father himself was was was specifically tagged and attacked by the SPLC for for unfairly very unfairly uh for being racist. Um, and was himself debanked um and you know, really like directly threatened his livelihood um in a in a really, you know, egregious way. um you know and then and then by the way the significance of this is of course it's not literally the US department of racism it's actually arguably worse than that it's not a government agency and so it's not subject to like any level of government oversight it's not you know it's a completely you know as I say it's an NGO right um and so it's it lives in this like twilight world you know it doesn't have the you know business responsibilities of a company it doesn't have any of the um any of the legal um oversight um you know that a government agency has it lives in this kind of twilight world where it gets to do you know fundamentally gets to do whatever it wants um and then by the way on top of that you raises raises money as a nonprofit. Um, so, you know, on top of that, everybody gets a tax break. And so, it's this it's this, you know, kind of shadowy thing. Like, if you if you didn't agree with his politics, you were just like, "Wow, like that this is like a weird star chamber like shadowy thing. Like, what the hell?"

埃里克: 嗯,但它拥有非常非常强大的权力,尤其是在商业世界,尤其是在金融部门,尤其是在硅谷。它基本上就像一颗死星,能够瞄准并摧毁人们的声誉和权利。所以,你知道,这是一个非常重要的问题。顺便说一句,许多大公司,包括大型科技公司,都直接资助了它。所以,这方面的资金来源不仅仅是主要的慈善家和政治活动家,还有实际的公司。而且,顺便说一句,他们还与某些政府机构有着长期合作的历史,包括,我认为在很长一段时间内,他们“培训”了联邦调查局探员,基本上是为了抓捕种族主义者,以及因此被推定为国内恐怖分子的人。

Original English

Eric: Um, but like it had like really really really really intense power particularly uh in in the business world, particularly in the financial sector, particularly in Silicon Valley. Like, it could basically it was like a death star uh to be able to aim it at at obliterating people's reputations um uh and rights. Um, and so, you know, this is a really big deal. Um, by the way, um, many of the, uh, big corporations and and including big tech companies funded it directly. Um, and so the the the money trail on this is not not just major philanthropist and philanthropists and political activists, um, but also um, actual, you know, actual companies. And then, by the way, they also had, you know, a long history of actually cooperation with certain government agencies, including, I think for a long time, they quote unquote trained FBI agents um, basically um, uh, you know, essentially catching, you know, you know, racist and therefore, you know, sort of presumptive um, domestic terrorists or something.

埃里克: 嗯,所以它是一个非常强大的组织,然后你知道,这次爆出的事情是,他们现在已经被美国司法部刑事起诉了。我应该说,这份起诉书读起来就像一本小说。不,这是一份起诉书,公平地说,SPLC还没有机会进行辩护。所以,你知道,在法庭上,我们大概会听到双方的说法,这我敢肯定会是一次绝对引人入胜的经历。所以,我当然想说,起诉书中的所有内容都是指控,在被证明有罪之前都是无辜的,等等。然而,这些指控令人瞠目结舌,对吧?指控是,SPLC利用捐赠资金,直接资助了三K党美国纳粹党等组织。

Original English

Eric: Um, and so just like a ve very powerful outfit and then you know this this this this thing that dropped is that they've been now criminally indicted by the US Justice Department and and I should say the the indictment is like reads like a novel that no it's an indictment the SPLC in fairness has not had a chance to present a defense um and so you know presumably in court we'll you know we'll get both sides of this um which I'm sure will be an absolutely spellbinding experience. Um so I I you know of course I I want to say you know all all all of the things that are in the indictment are allegations um and innocent until proven guilty and you know so forth. Um you know however the allegations are eye watering right and the allegations are that they they that the SPLC using donor funds was directly funding among other organizations the Klux Clan and the American Nazi party.

埃里克: 我再说一遍。三K党美国纳粹党。以及一系列其他极端仇恨团体。你知道,资助他们,而且不仅仅是资助他们,不仅仅是输送资金,而是将资金输送给这些组织中非常高级的成员或领导人。然后最令人震惊的是,在这些指控中,他们直接资助了1月6日暴乱的其中一位领导人,无论你想怎么称呼它,国会暴乱。哦,抱歉,不,我需要纠正一下。我们需要剪掉那部分。抱歉,我不记得是不是那个人,但我肯定想说的是夏洛茨维尔暴乱

Original English

Eric: Let me just repeat that. the Kuclux Clan and the American Nazi Party. Um, as well as an array of other uh sort of uh sort of extreme, you know, hate, you know, you know, literal lit literal little literal hate groups. Um, and you know, and funding them and not just funding them, not just like funneling money in, but like funneling money to very senior members or leaders of the of these organizations. And then the the kicker is in in in the among the allegations is that they were directly funding one of the leaders of the January 6th um whatever you want to call it, riot riot at the capital. Um oh sorry, no um I'm going to let me back up. We need to clip that. I'm sorry that I I can't remember if that was the one, but for sure what I meant to say was um uh the Charlottesville riot.

埃里克: 所以,2017年夏洛茨维尔暴乱在当时的政治中扮演了如此核心的角色。你知道,当时那种著名的“两边都有好人”之类的说法,你知道,那是那个时代最大的危机之一。SPLC据称,据称,他们直接资助了1月6日暴乱的组织者之一。而且他们显然还支付了暴乱分子的交通费用,让他们前往国会。所以,如果这是真的,你知道,是的,我的意思是,如果这是真的,你能得出什么结论?好吧,好吧,第一点是,指控称他们在这样做的时候违法了。司法部的起诉书中有额外的指控,称他们犯下了各种洗钱罪,以及其他类型的罪行。所以,你知道,那是一个大问题。

Original English

Eric: So the the the Charlottville riot in 2017 that played such a central role, you know, in our politics, um at the time, you know, you know, kind of the famous there good people on both sides, you know, kind of thing, you know, which was like one of the big crises of of of kind of that of of kind of that that that that era. Um the SPS was directly funding, evidently, allegedly, they were directly funding one of the organizers of the January 6th riot. Um a and apparently they were also paying for transport um for for riers to to go to the capital. Um right. And so like if this is true, you know, yeah, I mean, if this is if this, you know, what could you conclude if this is true? Well, well, number one is like the allegation is they they broke the law in doing that. There's additional allegations in the DOJ uh you know, indictment that they've committed, you know, money various kinds of moneyaundering crimes, you know, other other kinds of crimes. And so that, you know, that that, you know, that's a big deal.

埃里克: 嗯,然后我一直在问一个显而易见的问题,那就是,如果这些说法是真的,他们的捐助者知道些什么?你知道,这些捐助者对此一无所知吗?还是说这些捐助者与他们密切合作?顺便说一句,那些与他们合作的公司,你知道,他们知道发生了什么吗?所以,我确实想知道,这是否是一个,你知道,随着时间的推移,我们会发现这是一个,你知道,一个庞大的网络,你知道,其中有一个法律术语叫做“阴谋”,你知道,围绕着这件事发生的。所以,我认为这件事需要被彻底揭露。你知道,看,另一件事是,这提出了一个显而易见的问题,那就是,他们是唯一的吗?所以,有各种各样的团体,他们拥有我刚才谈到的那种权力,你知道,以及大量的资金,并且能够基本上再次直接指挥某种形式的国家和政府,以及私营部门的毁灭性行动,你知道,针对美国公民。

Original English

Eric: Um, and then and then I've been I've been asking the the the obvious question, which is if any of these claims are true, what what did their donors know? Um and you know were the donors all totally oblivious to this or or did the donors you know work closely with them um the also by the way the companies that worked with them um you know did they you know what what did they know of what was happening and so I you know I do wonder whether there's like a you know I I wonder whether over time what we're going to discover is this was a you know sort of sprawling network um you know of which there's you know a legal the legal term would be conspiracy um you know that was that was going on around this and so I I think this needs to be f fully unressed um you know look the other thing is you know this raises the obvious question is were they the only one. Um, and so there's a variety of these groups that had, you know, degrees of the kind of power that I was talking about. Um, and you know, tremendous amounts of funding along the way um, and the ability to basically again direct some combination of of of state and government uh, state and uh, and um, and private sector, you know, sort of obliteration raise um, uh, at uh, at at at American citizens.

埃里克: 嗯,多年来一直有谣言,我的意思是,多年来一直有关于这件事的谣言。顺便说一句,过去也发生过类似事件,这已经不是第一次了。但是,你知道,如果这些指控是真的,而且SPLC确实这样做了,我认为这会引出一个非常直接的问题,那就是,好吧,还有谁?很难相信他们是唯一的。所以,还有谁在这样做?然后,是的,然后我们又回到了我们的散布假信息问题,那就是,是的,我们,你知道,他们是否在制造他们声称要打击的“妖怪”?顺便说一句,这就是你涉及到其中自我利益的部分。

Original English

Eric: Um, there have been rumors for years, you know, on I mean there's been rumors for years on this. There's been, by the way, there's been incidents like this in the past like, you know, this isn't the first time this has happened. Um, but you know, if if if the if if the allegations are true and the SPLC was doing it, I think it raises the very direct question of like, okay, who else who else is? It's hard to believe they were the only one. Um, and so who else is doing it? And then, yeah, and then we're back to our astroturfing thing, um, which is, yeah, we're, you know, we're were they constructing the boogeyman um, you know, that that that they claim to be fighting? And by the way, and this is where you get into the sort of self-interest component of it.

埃里克: 这就是你回到“自杀式同情”这个问题的地方,就像,好吧,如果你是一个反三K党的组织,却去资助三K党,这有多“自杀式”?我的意思是,我不知道,也许如果人们发现了,那才是自杀式。但如果他们没有发现,那根本不是自杀式,因为这恰恰相反,因为,你知道,如果你这个组织存在的全部目的就是打击一个敌人,那么你当然需要确保这个敌人存在,你当然会资助他们。所以,是的,我不知道那是什么。那就像是“蛇吞其尾”的反向操作。嗯,这就像是,你知道,你正在制造一个自我实现的预言。所以,是的,我的意思是,听着,我们将不得不,我的意思是,所有这些都需要被揭露。我真的很想看看这背后真实的究竟是什么,但是,你知道,到头来,这意味着我们多年来被告知的关于所有这些团体的一切。

Original English

Eric: This is where you get back to the suicidal empathy thing, which is like, okay, how how how suicidal is it if you're the anti-KK group to fund the KKK? Like I I don't know, maybe it's suicidal if people find out about it. But if they don't find out about it, like that's not that's like the o that's like the opposite of suicidal because like wow like would you know wouldn't you like to get to like if your if your group's entire purpose for existing is to fight an enemy then you need to make sure that that enemy exists to do that of course of course of course you would fund them. Um and so yeah you you I don't know what is that. That's like the reverse of the snake eating the tail. Um it's the um you know sort of a you know you're creating a self-fulfilling prophecy. Um, and so, yeah, I mean, look, we're gonna I I mean, this all needs to be ventilated. Um, I'm I'm really fascinated to see like what the reality is underneath this, but, you know, by at the end of the day and what this means about what we've all been told all these years about all these groups.

马克: 这很有趣。有一个内森·菲尔德的AI视频看起来非常真实,他基本上说:“嘿,我们的商业模式是打击种族主义。我们需要资助更多的种族主义。然后我们就会有更多的生意。”

Original English

Mark: it's it's funny. There was a Nathan Fielder sort of AI, you know, video that looked so real, which is he's basically saying, "Hey, our business model is to fight racism. We need to fund more racism. Uh, and then we'll get more business."

埃里克: 是的。没错。是的。其中一件事就是它非常有利可图,再次强调,这是因为它被披上了非政府组织的外衣。我的意思是,他们所涉及的资金数额可不小。你知道,SPLC拥有大约8亿美元的捐赠基金。你知道,它有一个巨大的预算。顺便说一句,人们做这项工作能拿到很多钱。而且,顺便说一句,这方面也屡次出现丑闻。你知道,就是,当你调查这些活动家基金会等等时,你会发现他们很大一部分开支都花在了员工的工资和开销上。

Original English

Eric: Yes. Correct. Exactly. Yeah. And one of the things is the lucrative and again it's because they get they get cloaked in this kind of NGO lens. I mean they they've got you know the amounts of money at play are not small. Um you know they're they're very very low you know I don't know the the SPLC has something like an $800 million endowment. Um and you know has an enormous budget. Um and by the way people get paid a lot of money to do this work. Um and and by the way there's recurring scandals on that front also. um you know which is um you know you get you get a lot of these kind of activist uh you know kind of foundations and so forth where when you when you look into it it's like you know some some giant percentage of the uh of their of their of their spending is going to you know salaries and and and expenses for their for their employees.

埃里克: 嗯,所以,再次强调,他们将它披上美德的外衣。然后你深入了解后会发现,“哇,这真是令人惊叹。”顺便说一句,我不知道,这是美国。也许他们应该被允许做所有这些,但也许我们不应该在这个过程中被欺骗。你知道,也许所有这些都不应该让他们打扮得好像,你知道,让我们觉得我们的整个社会都腐烂不堪、道德沦丧,并且,你知道,平台封杀、审查和冻结银行账户都是好主意。

Original English

Eric: Um, and so, and again, they they kind of they they cloak it in, you know, they cloak it in virtue. Um, and then you kind of look underneath and you're like, "Wow, like this is this is, you know, this is this this is amaz like and by the way, like I don't know, it's America. Maybe they should be allowed to do all this, but like maybe we should not get Yeah, maybe we should not get lied to in the process." You know, may may all this should not get them dressed up to make us feel like, you know, our our whole society is rotten and immoral and that and that and that, you know, deplatforming and censorship are and debanking are good ideas.

AI与未来就业:效率提升而非岗位取代

马克: 人们当然会回应说,这次不一样,因为它都是潜在的认知工作。所以,还有另一种说法是,你知道,人类会在品味和能动性之间做出区分,但AI似乎也能做到这一点。然后,与之并存的是,还有一种说法是,嘿,它不会取代很多工作,因为很多工作本来就是无用功。你前几天发了一条推文,说公司臃肿了2到4倍已经很久了,人们一直不愿意处理这个问题,或者直面它。所以,这提供了一个黄金机会。那么,你为什么不谈谈这些与AI和未来科技就业相关的话题呢?

Original English

Mark: you people respond of course with hey this time is different because it's it's it's all potential cognitive work and so uh and then there's also this other statement of hey um you know humans will you know differentiate among taste and agency but it seems like AI can can can do that too um and and then there's al that juxtaposed there's also the statement of hey uh it won't replace a lot of the jobs because a lot of jobs are make work anyways. Uh you had this you know tweet the other day of hey I' I've been saying companies have been you know two to 4x bloated for a long time and people have just been unwilling to to to to deal with it or or look that in the face. So and this presents kind of a golden opportunity for that. What um so why don't you address some of these some of these topics as it relates to AI and jobs of the future as it relates to tech.

埃里克: 是的。我们会回到“臃肿”这个话题。我想说的是,关于臃肿推文的有趣之处在于,回复大多不是“你错了”。回复是“哦,不,我以前工作的公司臃肿了8倍。”

Original English

Eric: Yeah. So we'll come back to the blow thing. I will say the the funny thing on the bloat tweet was the responses have been along the line. The responses for the most part have not been you're wrong. The responses have been oh no the company I used to work at is like 8x bloated

马克: 是的,太慷慨了。

Original English

Mark: yeah too generous

埃里克: 对,或者说太慷慨了,或者,你知道,不是,你知道,或者顺便说一句,我以前工作的那个非营利组织,或者,你知道,任何类型的机构。

Original English

Eric: right or yeah too generous or you know the not you know or by the way the nonprofit or the you know whatever the you know whatever kind of institution uh you know agency I used to work for.

埃里克: 嗯,Twitter证明了这一点,对吧,裁员70%或80%,然后它运行得更好,或者至少和以前一样好,而且它可能不是唯一的例外。我的意思是,听着,我甚至不知道。而且,你知道,如果我知道我也不会说,但我想Twitter的裁员远不止80%。

Original English

Eric: Well well Twitter proved it right cutting 70% or 80% and then it's running you know better or as good as it was before at at least and it's probably not the only it's not the exception. I I I mean, look, I I don't even know. Uh and you know, if I knew I wouldn't say, but like I like I think Twitter is way down from the 80%.

埃里克: 我想那个数字肯定有九开头。如果不是,那也是很高的九。嗯,所以,是的,他真的,他一如既往地像埃隆·马斯克一样,通过自己的行动预示了未来。嗯,是的,所以,嗯,是的,有几件事。第一是,我的意思是,看,关于机械化、工业化、技术、计算机、软件取代人类劳动、导致失业、工资降低和失业,一直存在着无休止的争论。你知道,这是一场持续了300年的争论。我,你知道,坦率地说,我现在甚至在想,是否值得再进行这场争论,因为人们真的真的非常不想听。

Original English

Eric: I think there I don't know if the number for sure the number has a nine on it. Um if not if not if not a high nines. Um so yeah, no, he's really he's as usual with Elon, he's really demonstrated he's really forecasted the future through his own actions. Um yeah, so um yeah, so a couple things. So one is I mean look there there's just this endless you know there's this endless I mean there's literally been a 300-year argument about about about about mechanization, industrialization, technology, computers, software uh replacing human labor causing unemployment, you know, lower wages and unemployment. You know, it's it's been a 300-year argument. I I you know, quite frankly, I'm even wondering at this point whether it's even worth having that argument because people really really deeply don't want to hear it.

埃里克: 嗯,我发现的是,我,你知道,我经历过。顺便说一句,许多其他人也经历过,有很多关于这个话题的好书,几百年来一直都有。嗯,嗯,而且,人们谈论这个问题已经很久了。你知道,人们真的,这是那种人们真的不想听到好消息的事情。嗯,所以,你知道,甚至很难就此进行讨论,因为人们实际上不会,他们对此如此根深蒂固,以至于他们甚至不会参与这个话题。他们只是不断重复同样的谬论。所以,所以,你知道,我们可以讨论一下。我想说更有趣的是,我们现在有数据了。嗯,而且,你知道,因为现在我们有AI了,现在我们有数据了。所以,我们可以看看实际发生了什么。

Original English

Eric: Um and what I find is I I I you know, I go through it. Many other people, by the way, there's great books on this topic and there have been for hundreds of years. Um um and um people have talked about this for a long time. You know, people really, this is one of those things where people really don't want to hear good news. Um and so, you know, it's it's actually even hard to have a discussion about it because people actually won't they're so dug in on this that they actually won't even engage on the topic. They just keep repeating the same kind of repeating the same fallacy over and over again. So, so you know, we we could go through that. I guess the the more interesting thing to say though is just like we have data now. Um and um you know, because now we now now we have AI and now we have data. So, we can like look at what's actually happening.

埃里克: 嗯,我只想提出一些观察。嗯,所以,一个是,今天实际上公布了就业数据。嗯,作为一个需要监测的情况,你知道,它有点出乎意料的好。嗯,所以,你知道,你知道,顺便说一句,过去几年整体的就业数据一直很有趣,因为联邦政府实际上裁减了大量的工人。我认为联邦政府的工人数量下降了估计多达40万,你知道,自特朗普第二次上任以来。所以,所以私营部门的就业实际上是大幅下降的,然后私营部门的就业大幅上升,然后我想上个季度的净结果实际上是非常积极的。

Original English

Eric: Um and I would just make a couple of observations. Um so one is there was actually jobs jobs data just came out today. Um as a situation to monitor and you know it's sort of unexpectedly good. Um and so you know you know and and by the way the the jobs data overall in the last couple years has been has been interesting because the federal government has actually shed you know has shed a lot of workers. I think the federal government is down estimates are as much as 400,000 uh workers in the federal government um since Trump took office the second time. So, so private sector uh employment is actually way down and then private sector employment is way up and then the net result I think for the last quarter was actually very positive.

埃里克: 嗯,所以,换句话说,报告的就业数据甚至比看起来更令人印象深刻,因为私营部门的增长实际上必须弥补公共部门的下降,这意味着私营部门的就业增长实际上比人们预期的要好得多。再次强调,这正是在AI真实摆在我们面前,并被迅速采纳的情况下发生的。所以,好吧,数据,你知道,那里有更多的数据。嗯,然后另一件事,你知道,那是宏观数据,然后是微观数据,也就是我们所处的世界。嗯,微观数据就是,你知道,那个显而易见的问题是,如果你住在硅谷或在旧金山工作,你无疑会有一些朋友是电脑程序员。这些朋友中,有一定比例是AI编码的早期采用者。你知道,你可以观察他们的行为,当然,如果你相信,你知道,那种零和博弈的论点,你会期望他们工作越来越少,然后迅速变得失业,顺便说一句,收入也越来越少。而实际上,观察到的行为非常清楚,那就是恰恰相反,这些人正在变成我们现在所说的AI吸血鬼

Original English

Eric: Um and so like is in other words like the the reported jobs numbers are even more impressive than they look because the private sector growth actually has to make up for the public sector decline which means the private sector job growth is actually much better um than than people were expecting. And again like this is in the face of like actual AI you know staring us in the face and you know being being rapidly adopted and so okay like the data is you know there you know there's more data. Um and then the other thing that you know that's sort of macro data and then there's the micro data which is the world we live in. Um and the micro data is you know that sort of obvious question is you know if you live in Silicon Valley or work in San Francisco you undoubtedly have friends who are you know computer programmers. Those friends you know some percentage of those friends are early adopters of AI coding. um you know you would you would you would you you can just observe their behavior and of course the if you believe in the you know kind of the the the the lite you know kind of zero sum argument you would expect that they would be working less and less and and then rapidly become be becoming you know and getting paid less and less by the way and be rapidly becoming unemployed and in fact the observed the observed behavior of what's happening is very clear which is the opposite uh which is those people are becoming uh what we now refer to as AI vampires.

埃里克: 我的意思是,他们的个人程序员生产力,一个使用CodeexCloud Code或其中一个AI编码系统的个人程序员。你现在在实际层面一遍又一遍地看到的情况是,他们工作比以往任何时候都更努力。他们工作时间比以往任何时候都多。然后AI吸血鬼这个说法,就是他们停止睡觉。然后当你和他们交谈时,这真的很有趣。因为他们,我有很多这样的朋友。他们眼圈发黑。他们眼袋巨大。他们精疲力尽。但是他们却兴奋异常。他们非常激动,过着他们生命中最好的时光。顺便说一句,我们都认识的相当多的人,你知道,他们以前是程序员,在某个时候停止了编码。然后突然之间,你知道,他们又重新开始编码了。然后,你知道,实际上我们有一些合伙人,你知道,你和我在公司里有一些合伙人,他们以前从未编码过,但现在却像疯了一样地开发软件。而且他们又变成了AI吸血鬼。我不会指名道姓,因为我会让他们自己讲述自己的故事,但我们有一个合伙人,他为自己所有的工作建立了一个完整的AI系统,他对此感到非常兴奋,而且它运行得非常好,他非常喜欢它。现在它就像他所有工作的伙伴。然后我问他,我说,你知道,他把整个事情都搞定了,我说,你知道,你有没有看过代码?他说,当然没有。你知道,我从来没有这样做过。我说,你知道,你有没有看过任何软件代码?他说,当然没有。

Original English

Eric: um by which I mean um they're uh their the individual programmer's productivity an individual programmer who is, you know, uh, Codeex or Cloud Code or one of these, uh, AI coding systems. Just the thing that you just now see over and over again at at at at at at at at at at at on the ground level is, um, they're working harder than ever. Um, they're they're working just like more hours than ever. And then the AI vampire thing is literally this thing where they stop sleeping. Um, and and then when you when you when you when you like talk to them, it's actually really funny. Um, because um, they're like they and I have a whole bunch of friends like this. They're blurry. Like they've got these huge bags under their eyes. They're completely exhausted. Um, and but they're like euphoric. like they're thrilled like they're having the absolute time of their life. By the way, a fair number of people who we we both know, you know, literally they're they're former programmers who stopped coding at one point. Um and then all of a sudden, you know, have picked it back up again. Um and then, you know, actually we have partners uh you know, you and I have partners at the firm who actually have never coded who are now like ripping out software like crazy and and again they've they've turned in they've turned into AI vampires. I won't name names because I'll let him tell his own story, but we have one partner who's built an entire AI system for everything that he does at work and he is absolutely excited about it and it's it works great and he loves it. Um, and it's like his partner in all of his work now. Um, and I asked him I said uh uh I said uh have did you know have you looked at you know he vibed the whole thing and I said you know have you looked at the have you looked at the code and he's like hell no. Um uh you knowve I've never done that and I said you know have you have you ever looked at any software code and he's like hell no.

埃里克: 他没有,你知道,他不是一个有编程背景的人。

Original English

Eric: he doesn't have, you know, he's not he's not a programmer by background.

埃里克: 嗯,然而他突然之间变得超级高产。所以,你看到了这种现象,这正是经典经济学所预测的,那就是如果你提高了工人的边际生产力,你不会看到人类工作的减少,而是看到人类工作的扩张。你让工人更具生产力,因此工人工作更多,收入更高,而且在这个过程中会有更多的工作。所以,这与所有末日论者所说的恰恰相反。所以,我们正在这些个体层面看到这一点。然后,顺便说一句,你在公司内部,在这些个体雇主内部看到的是,这些人现在比以前更受欢迎了。他们获得了比以前更高的薪水。而且,顺便说一句,他们的生产力才刚刚开始提升,对吧?我所描述的一切,以及,你知道,在我们领先的公司中,估计领先的程序员的生产力比一年前提高了20倍。这就像程序员生产力史上最显著的一次提升。

Original English

Eric: Um, and yet all of a sudden he's he's he's hyperproductive. Um, and so you've got this, you got, of course, the phenomenon which is sort of exactly what classic economics would predict, which is if you increase marginal productivity of the worker, you don't have a diminishment of human work, you have an expansion of human work. Um, you make the worker more productive, therefore the worker works more um and and gets paid more and there are more more jobs in the process. Um, and so it's it's it's the opposite of what of what of of of what all the doomers say. So so we're seeing that at the level of these individuals. And then and then by the way what you see kind of inside companies um inside employers of these individuals is of course these people are now in even more demand than they were before. They they are they are garnering higher salaries than they were before. Um and um and then by the way their pro and by the way their productivity is just is just starting to ramp up right like the the the everything that I'm describing and like you know like at our leading edge companies estimates are the leading edge programmers are like 20x more productive than they were a year ago. Like it's like a it's like the most dramatic increase in pro programmer productivity in like ever.

埃里克: 嗯,所以,再次强调,从逻辑上讲,人们是根据他们的边际生产力获得报酬的,你也在薪酬数据中看到了这种趋势,或者我在公司中实际看到的是,一个程序员的生产力越高,他突然就拥有了更多的议价能力来获得报酬,而且我们看到这些人的薪酬迅速上涨。所以,我只是觉得,这就像它就在我们眼前,而编程当然是第一个发生这种情况的领域。现在人们想向前推断,说这种情况会发生在每一个知识工作领域。

Original English

Eric: Um and and so again logically people get paid according to their marginal productivity and you're also seeing that track in the compensation data or I'm seeing that on the ground in the companies which is that the the the more hyperproductive a coder becomes all of a sudden the more bargaining power that they have um you know for for their compensation and we're we're seeing comp uh for those people uh ramp up quickly. Um and so I I just it's just kind of like it's just kind of staring us in the face and and and coding of course coding is like the first domain in which this has happened. Now people want to project forward and say this is going to happen in every area of knowledge work.

埃里克: 嗯,然后,我认为你可以预测一个类似的结果。然后这就引出了“臃肿”这个话题。嗯,当然,另一件正在发生的事情是,公司现在正在进行大规模裁员。然后,你知道,当然,马上就会有人觉得,你知道,二加二必须等于四。所以,如果是AI编码,它必然会转化为裁员。而,你知道,马克,你错了。你知道,因此你所有的想法都是错的,因为这证明了,你知道,这些公司正在裁掉他们的,你知道,他们正在减少他们的员工,或者因为AI编码而彻底清除他们。我想,再次强调,这可能是一个内部视角,但我确实近距离地看到了,那就是每一家大型硅谷公司都人浮于事。每一家大型硅谷公司基本上一直都人浮于事。他们都知道这一点。有很多原因导致这种情况。

Original English

Eric: Um uh and then um you know I think you can predict a similar outcome. And then that gets us to the bloat topic. Um which is of course the the other thing that's happening is of course companies are now seeing big layoffs. Um and and then you know of course immediately it's like you know two plus two must equal four. And so if it's AI coding it must therefore translate into into layoffs. And you know Mark you're wrong. you know, therefore all of your ideas are wrong because that's evidence that the you know, these companies are wiping out their um you know, they're they're they're reducing their their workforces or are really nuking them because of AI coding. And I and I guess there again, this is like maybe the inside inside baseball take on it is but I I see it. I see it uh up close, which is just every every major Silicon Valley company is overstaffed. Um every major Silicon Valley company's been overstaffed basically forever. They all know it. Um there's a whole variety of reasons why it's the case.

埃里克: 嗯,顺便说一句,我认为这基本上适用于广义上的美国企业,你知道,广义上的公司。我们可以详细讨论为什么会这样,因为它与这些公司优化利润的观念背道而驰,而他们肯定没有这样做。世界上最不真实的说法就是公司是为了盈利而优化的,这100%不真实。所以,你知道,如果你要进行大规模裁员,如果你想大幅削减,你知道,无论是15%还是40%,或者其他任何比例,你显然想要一个替罪羊,对吧?你只是想把责任推到某件事情上。所以,当然,它会被归咎于AI

Original English

Eric: Um uh by the way I think this is true basically of just like you know corporate America broadly uh you know companies broadly we we we can talk in in detail about why that's the case because it it flies in the face of the idea that these companies optimize for profits which they definitely do not. Um like the one thing that is the least true claim in the world is the companies are optimized for profitability which is 100% not true. Um uh and so um and so you know and then you know basically if you're going to do a big cut like if if you want to do a big cut if you want to take out you know whether it's 15% or 40% or whatever like obviously you want to you want a scapegoat right you just you want to peg it on something um and so of course it's going to get pegged on AI.

埃里克: 再次强调,这并不是说它完全是谎言。它同时也是真的,那就是,对于同样的代码量,你现在可以使用像这样的工具减少所需的人手,这是真的。所以,如果你生成同样的代码量,你还需要同样多的程序员总数吗?不,你不需要。所以你可以裁员。所以,这方面确实有真相。但是,它忽略了的是,在这之后会发生什么,那就是你当然不会在未来仅仅生成同样的代码量。你会生成更多的代码。你会更快地开发更多的产品。而这将会推动巨大的就业增长。所以,我认为你同时看到了这两种现象的发生,你必须以加密的方式解读这些公司发布的消息,因为这两种动态正在交叉。

Original English

Eric: And again and say like it's not like it's not like it's just like a straight lie like it it is simultaneously true that there's there are these massive you know for the same amount of coding you can now have fewer people using tools like that is true and so do you need as many aggregate number of programmers if you're generating the same amount of code. No, you don't. And so you can take out people um on the other side. So there is truth to that. But what that misses is is what what happens on the other side of that, which is of course you're not just going to be generating the same amount of code in the future. You're going to be generating a lot more code. You're going to be building a lot more products a lot more quickly. Um and that and that's going to fuel, you know, enormous amounts of employment growth on the other side. Um and so so I so I I think you're seeing both uh basically both both both phenomena play out and and you kind of have to read the announcements coming out of these companies in code uh because of the the kind of those two the way those two dynamics are crossing.

未来职业转型:从“程序员”到“建造者”

马克: 是的。嗯,说得好。上周,有一篇关于未来工作岗位的文章在我们的圈子里疯传。约尼·雷克曼说,科技公司里可能只有以下几种工作岗位:一是产品工程师、氛围程序员、烂泥大炮(slop cannon);二是基础设施安全系统;三是“房间里的大人”,比如法务和财务;然后四是“热门人物”或“个性化招聘”。这有什么道理吗?或者我们如何理解这个说法?

Original English

Mark: Yeah. Um that's that's well said. There was a article that was going viral in our circles the other uh week about the jobs of the future. Um and Yonyi Recman he said there's there's there's possibility the only jobs in tech companies are going to be one product engineer vibecoders slop cannon two uh you know infra security systems three the adults in the room you know like legal and finance and then four hot people uh slash personality hires. Um any any any truth in this or you know what do we make sense of this?

埃里克: 那些“热门人物”具体是做什么的?

Original English

Eric: What are the what do the hot people do exactly?

马克: 嗯,销售人员,你知道,客户支持。对于那些能够向世界展现便捷用户体验并乐于相处的人来说,总会有一个重要的位置。有很多方式可以成为“热门人物”。

Original English

Mark: Uh range sales people uh you know customer support uh there will always be an important place for those who present easy UX to the world and are pleasant to be around. There are many ways to be hot.

埃里克: 否则被称为医药销售代表。是的,或者……

Original English

Eric: Otherwise known as the pharmaceutical sales rep. Yes or

马克: 或者Oracle销售代表。所以,嗯,是的。所以,嗯,是的,我的意思是,看,这将会发生,就像,好吧,好吧,不是字面意义上的那样,但工作岗位将会改变。我的意思是,这是一种显而易见的事情,而且这种情况总是会发生。工作岗位将会改变,顺便说一句,所以有一个新的概念正在硅谷的一些早期领先公司中实际发生,那就是他们正在围绕一个可以粗略地称为“建造者”的职位头衔,或者类似的东西。基本上,这个想法是,你过去有程序员、产品经理和设计师这些独立的职位。我一直在将硅谷公司正在发生的事情描述为一种“三方墨西哥式对峙”。程序员认为他们不再需要产品经理和设计师了,因为他们可以让人工智能来做。然后其他两个人也认为他们不需要另外两个人了。我一直在预测的是,他们都对。

Original English

Mark: or the Oracle or the Oracle sales rep. So um yeah. So uh yes exactly. So um yeah I mean look this is going to happen like the well well not literally that but like the jobs are the jobs are going to change. I mean this is sort of the obvious thing and this this always happens. The jobs are going to change you know by the way so there's like a nent concept that that is actually playing out I'm seeing in a bunch of the early leading edge companies in the valley which is they're they're kind of circling around a a job title could loosely call builder um or or something like it. And and basically the idea is that you had these separate jobs in the past of programmer product manager and designer. Um, and I I've been describing what's happening in the valley companies as sort of this three-way Mexican standoff. Uh, where the programmers think that they can they don't need the product managers and the designers anymore because they can have AI do that. And then each of the other two doesn't think that they need the other two either. Um, and and what I've been predicting is like that they're all they're all correct.

马克: 嗯,你知道,产品经理现在可以生成代码和设计,所以他们每个人都可以做所有三个人的工作。所以,这个想法是工作变了,所以现在的工作是“建造者”。嗯,你可能会通过编程或产品管理,或者,嗯,设计,甚至可能是其他什么,客户服务等等,进入“建造者”这个职业轨道。嗯,而且,你知道,你就会负责构建,你知道,构建完整的产品。嗯,而且,你 again,你被AI极大地赋能,可以帮助你填补所有不直接属于你背景的东西。所以,我想,我想我们完全有可能在10年,你知道,20年或更久以后,程序员这个职业消失了,但却有数量惊人的“建造者”四处奔走。

Original English

Mark: Um, you know, the the product manager can generate code and design now and you know, so each of them can do the job of all three. Um, and so the idea is the job's changed and so now now the job is builder. Um, and you might come into the builder, you might get on the builder track by coming out of coding or product management, um, or, um, design or or maybe even something else, customer service, um, or whatever. Um, and, um, and and and but but you you you then become responsible for building, you know, building complete products. Um, and and and again, you have this kind of, you know, you're you're super empowered by the the the AI that can help fill in all the things that are not directly in your background. Um, and so like I think I think it's entirely possible that we're sitting here in 10 years, you know, in 20 years or whatever and like the, you know, the job of coder is gone, but you have this just, you know, extraordinary number of number of builders running around.

马克: 再次强调,顺便说一句,这是历史模式,对吧?所以,嗯,我想我们的合伙人大卫·乔治本周就此发表了一篇文章,但我忘记了确切的数字,但大概是,你知道,1940年存在的绝大多数工作岗位到1970年都消失了。如今它们已成为历史。嗯,对。嗯,我的意思是,最极端的例子是,你知道,200年前的美国,大约99%的人都在务农。而今天只有2%。而且我是在农场长大的,我可以告诉你,所有那些担心失业和职业变化的人,都不想回到过去当农民。我保证。尤其是不想回到1800年那种务农方式。他们绝对不想那样做。

Original English

Mark: And again, by the way, this is the historical pattern, right? And so um I think our partner David George uh did a post um on this this week, but it's I forget the exact numbers, but it's something, you know, some some giant percentage of the jobs that existed in, you know, call it 1940 were like gone by 1970. Um, and they're like ancient history today. Um, right. Um and I mean the ultimate example of this is you know United States 200 years ago like 99% of the people in the US were farming. Um and today it's like 2%. And having you know grown up in farm country I can tell you all these people who worry about you know job loss and job change would not like to go back and be farmers. I guarantee that. And particularly they would not like to go back and be farmers the way people were farming in 1800.

马克: 他们绝对不想那样做。嗯,所以,当然,新创造的工作要好得多。嗯,这并不是要低估经济变化给个人生活带来的压力,但总体而言,结果是向更高的收入以及人们更乐意从事的工作的演变。顺便说一句,你也可以看到所有这一切正在广阔的美国经济中发生。美国经济是,嗯,再次强调,一直存在着一种末日论的说法,或者说长期以来一直存在着,那就是美国中产阶级正在崩溃,这种说法的前提是所有中产阶级的人都在跌落悬崖,变成下层阶级。但实际上,顺便说一句,这种情况确实存在一部分,你知道,有些社区确实正在发生这种情况。

Original English

Mark: Like they definitely don't want to do that. Um and so the new jobs that have been created of course are far better jobs. Um and that isn't to you know understate the the level of you know kind of stress in in in individual people's lives as as the economy changes but in aggregate the result is evolution towards um you know toward towards higher income and and um and sort of more um you know jobs that people are are happier to do. Um, by the way, you can also see all of this playing out in the American economy broadly. Um, which is the the American economy is um that that there again there's this kind and there's this kind of doomer narrative or there has been for a long time that like the American middle class is is is is falling apart and the the sort of presumption of that is that all the middle class people are kind of falling off the ledge and becoming becoming lower class. But actually the and by the way there is some of that and you know there's there are communities in which that's very clearly happening.

马克: 但话虽如此,还有至少同样多甚至更多的另一种现象,那就是中产阶级的人正在向上爬,进入上层中产阶级。你知道,他们在财富和收入方面迅速增长,而且,再次强调,生活质量也一样,你知道,对他们自己以及他们的孩子和孙辈来说,随着时间的推移。而这正是实际经济发展、技术变革、职业转型被允许发生的后果,你知道,20年后,你回过头看,你会觉得,哦,谢天谢地,这只是一个比以前好得多的世界,你知道,对我来说,对我的家人来说都是如此。所以,这就是为什么我如此乐观,我,我想,天意如此,我们正在进入这个话题的黄金时代,那就是AI将成为一个超能力,国家里的每个人和地球上的每个人都将能够使用。每个人都将能够更胜任他们想做的任何事情。他们将在他们所从事的任何工作中变得更具生产力。他们将获得报酬。经济自然会根据生产力进行补偿。所以他们会以这种方式获得补偿。你知道,收入和工作岗位都会迅速上升,我的预测,再次强调,与历史一致,这种积极现象的程度取决于它实际被允许发生的程度。

Original English

Mark: But having said that there there is at least as much or more of the other phenomenon which is people in the middle class climbing the ladder into the upper middle class. um and u you know rapidly gaining um in in wealth and income um and um um and and it just and again just like quality of life um you know for for themselves and for their kids and their grandkids um you know as time passes and and and that is a consequence of actual economic development, technological change, job transformation actually being allowed to happen um is you know 20 years later you're you look back and you're just like oh thank god like this is just a much better world u you know for for me and my family than it was before. Um, and so this is why like I'm so optim I like I I think you know, God willing, like we're entering a golden age on on this topic, which is a AI is going to be a superpower that everybody in the country and everybody in the planet is going to have access to. Everybody's going to become far more capable at whatever it is that they that they that they want to do. Um, they're going to become far more productive in whatever line of work that they're in. Um, they're going to get, you know, they're going to get compensated. The economy naturally uh compensates according to according to productivity. Uh, so they they'll get uh they'll get compensated that way. the you know there will be a rapidly rising ladder of of of of both incomes and number of jobs and and my my prediction again consistent with history is the extent to which that's a positive phenomenon is a function to the degree to which it's actually allowed to happen.

马克: 嗯,然后当然,欧洲将会进行相反的测试,那就是他们将试图阻止这一切发生,而且我认为数据已经显示出来了,那就是他们,你知道,他们一直在经济上严重落后,而且他们将继续进一步落后于美国,这是一个悲剧,因为它100%是自我造成的伤害。

Original English

Mark: um and and then of course Europe is is going to run the opposite you know test which is they're going to try to prevent all this from happening and and again I think the data is already in there um which is they're you know they've been they've been falling very badly behind economically and they're going to continue to fall further and further behind uh the US and and it's it's it's a tragedy because It's a 100% a self-inflicted self-inflicted wound.

AI精神病与AI应对:对AI态度的两极分化

埃里克: 是的。嗯,说得好。你还谈到并写过AI精神病。显然正在举行一个AI精神病峰会。我不确定那是真的还是恶搞。嗯,我没有去调查,但我很好奇你如何理解这种现象。你还写过,你前几天发推说,AI精神病的反面是AI应对。也许你可以谈谈这两方面。

Original English

Eric: Yeah. The um that's well said. You you were also we talked about and you've written about how AI psychosis. There's an AI psychosis summit apparently happening. I'm not sure if that's real or a parody. Um I haven't looked into it but I'm curious how you make sense of this phenomenon. You've also written about so you you tweeted the other day sort of the opposite of AI psychosis is is cope AI cope. Uh maybe you talk about the both sides.

马克: 是的。我之前也提到了AI精神病这个概念。我们也可以谈谈。

Original English

Mark: Yeah. I also identified earlier identified the concept of AI psychosis psychosis which we can we can also talk about.

埃里克: 我们也来详细讨论一下。

Original English

Eric: Let's unpack it as well.

马克: 嗯,是的,首先,AI精神病峰会确实发生了。我没去,但我确信它确实发生了。一些非常非常聪明和有创造力的人在纽约举办了它,我想是在上周晚些时候,大概一周前。嗯,而且它是一个艺术项目,它本质上是一个艺术项目,基本上是艺术家和创意人士聚在一起,充分沉浸在他们的AI精神病中,以创造新艺术的形式,使用AI。嗯,我,是的,我肯定会建议人们应该去,应该去AI精神病峰会上搜索一下,看看,因为它非常非常有创意,而且我认为它很棒,因为它,你知道,它有点半开玩笑,但它也是,你知道,在艺术界,创意界,好莱坞,确实出现了一种真正的分裂。

Original English

Mark: Um yeah so first of all the AI psychosis summit did in fact happen. Um I was not there but I am assured that it did. Uh some very very smart and creative people put that on in New York I think late last week I think maybe about a week ago. Um and uh it was an art it's like an art it's essentially an art project and it was basically art artists and creative people who were um who got together and like fully indulge their uh their AI psychosis um in in the form of creating new art uh using using AI and um I yeah I would definitely recommend people should should go uh should go go on go on excellent search on AI psychosis summit and take a look because it's it's it's incredibly creative and I and I think it's fantastic because it's it's you know it's a it's a you know it's a it's a little bit tongue-in-cheek but also it's it's a you know there is a real split that's developed in the artistic community, the creative community in Hollywood.

马克: 嗯,有一些人采取了非常极端的立场,支持AI,反对AI。嗯,而且,它产生了很大的热度。嗯,所以这,我认为这是一个很好的例子,表明在AI的世界里,创意人士将再次拥有所有的超能力。他们将能够创造出以前不可能实现的各种艺术。嗯,当然,你知道,这个话题,你可以围绕这个话题创作艺术。所以,我认为那里所有的一切都非常有创意。嗯,是的,然后,是的,所以,好吧,我的概念。AI精神病。所以AI精神病是一个贬义词。所以AI精神病是这样一种想法:如果人们被AI所迷惑。所以,你知道,经典的例子是通过所谓的逢迎。所以,这基本上就像你告诉Claude你发现了一种新的反重力机器,Claude会说,哦,太棒了,这太棒了,你取得了物理学上的巨大突破,以前没有人想到过,你是一个被低估的天才,你知道,他们都会觉得自己很蠢,当他们看到你完成的这项工作时。所以,你知道,人们会陷入这种兔子洞。再次强调,公平地说,如果人们容易产生妄想,而AI又过于逢迎,那么它就会助长妄想。所以,对于那些容易产生这种倾向的人来说,这确实有一些严肃的成分。

Original English

Mark: Um, and there are people who are staking out kind of very extreme positions on pro AI, anti-AI. Um, and uh, it's generating a lot a lot of heat. Um, and and so this this was a I think this was a nice example of like no actually like in a in a world of AI like creatives are going to have again creatives are going to have all these superpowers. They're going to be able to create all kinds of art that wasn't possible before. Um, and then of course, you know, this whole topic, you can create art about this topic. Um uh so I I thought that I think all the stuff that was there was very creative. Um yeah and then uh yeah so so uh yeah so okay so my concept so so AI psychosis so AI psychosis is is a is a pjorative uh so AI psychosis is the idea that um if um uh if if u it's the idea that basically people get whammy by the AI. So the you know the the classic example is through what's called syphency. So it's it's basically like you you know you tell Cloud you've discovered you know a new um you know you know you have a new idea for an anti-gravity machine and Claude says oh that's amazing like that's amazing like you've achieved a giant breakthrough at physics like nobody else has ever thought of this before you are an underappreciated genius and you know I it's so unfair that you couldn't get admitted to the you know physics department at MIT and you know you know they're all going to feel like completely stupid when they see this work that you've done um and so you know kind of people go down this rabbit hole and and I and again in fairness I should also say like if if people are prone If people are prone to delusion and and an AI is overly sick of sickopantic like then it it is going to feed delusions and so there is a there is kind of a kind of serious element to that among people who are kind of predisposed to that kind of thing.

马克: 嗯,但再次强调,好吧,是的,会有一定数量的这种情况,但这导致AI批评者AI末日论者基本上说,任何报告AI积极生产性体验的人,都陷入了AI精神病,对吧?所以,任何真正觉得“哇,我的生产力大大提高了”或者“哇,我第一次在工作中有了思想伙伴”或者“哇,我真的能够创造出以前从未能创造出来的东西”的人,你知道,所有这些都被归类为,你知道,他们都有AI精神病。这导致我提出了AI应对的概念,这是它的另一面,那就是AI应对是将任何对AI有积极体验的人归类为患有AI精神病。嗯,而且,你知道,AI应对是这样一种情况,在地球上的某些地方,人们就是绝对致力于向自己和所有人证明,这一切都是一个彻底的骗局、假货,你知道,是一个被称为“随机鹦鹉”的东西,是假的,它不起作用。

Original English

Mark: Um but but but again it's like okay yes there there be some number of those cases but that causes kind of AI critics or AI doomers to basically say anybody therefore who reports a positive productive experience with AI has fallen into AI psychosis right and so anybody who actually is like wow my productivity is way up or wow I really have a thought partner for the first time in my work or wow I really have been able to produce something that I never would have been able to produce before you know that's sort of all bucketed under you know they they all have they all have AI psychosis um which I which I and then that led me to my my my co my AI cope, right? Which is the other side of it, which is like AI cope is classifying anybody who has a positive experience with AI as being an AI psychosis. Um, and and and and and you know, AI cope is this thing where in, you know, concentrated in certain places on the planet, um, where people are just like absolutely hellbent on proving to themselves and everybody else that this whole thing is a complete, you know, fraud, fake, you know, is a sta there's a term stochastic parrot, a is fake, it doesn't work.

马克: 嗯,如果有人有好的体验,他们一定是在胡说八道。所以这就是AI应对。嗯,我将AI应对描述为那些基本上不屑一顾的人。然后,AI精神病是那些真正愤怒的人,那些口沫横飞的人。所以,也许这是AI应对,但带有不同的含义。嗯,然后,看,所有这一切在未来几年都会变得更加激烈。嗯,因为,你知道,现实是,我们拥有的那些大型语言模型,我们称之为GPT-2GPT-4之间,可能还有4.5之类的,你知道,它们很有趣,很有趣。你可以让它们创作莎士比亚风格的饶舌歌词之类的,你可以和它们进行非常有趣的深夜对话,但幻觉率很高,而且它们不擅长推理等等,它们也写不好代码,算术也不好,你知道,我们太容易逢迎了。

Original English

Mark: Um, and if anybody's having a good experience, um, uh, you know, they must be full of it. Um, and so that's the AI cope. Um, and and I would describe the AI cope is people who are basically dismissive. Um, uh, and then, um, and then AI psychosis. Psychosis is the people who get really mad, the people who froth at the mouth. And so maybe it's it's it's AI coat but with a with a with a different loading. Um, and then look, all all of this is going to become just like so much more intense over the next several years. Um because you know look that the reality is that that you know the large language models that we had between call it 19 yeah or uh sorry 20 call it between like GPT2 to GPT4 something like that uh maybe four and a half like you know they were they were fun they were fun um you know you they could you know compose Shakespearean rap lyrics or whatever you want um you know you could have very interesting late night conversations with them um but you know the hallucination rates were high and you know they weren't good at reasoning and so forth um and they couldn't write code very well and couldn't you know do math very Well, and you know, we're we're too prone to synopy and and so on.

马克: 所以,我想发生的情况是,很多怀疑论者基本上使用了早期的模型,并获得了一个可以说准确但早期且因此滞后的技术实际质量的观点。然后,你知道,你快进到今天,你知道,26年5月,我们现在拥有了,你知道,非常出色,绝对出色的模型,就像,你知道,GBD 5.5就非常了不起。然后我们还在上面加上了推理模型,我们还有RL,你知道,RL后训练正在所有这些不同的领域中发生,你知道,以从这些东西中获得确定性的高质量工作。然后我们现在有了代理,我们现在有了长寿命的代理,然后就在上周,你知道,GPT有了这个新功能,Codeex的目标功能,它正在让人们字面上运行项目,让Codeex为你运行项目,你知道,24小时或更长时间,无需人工干预。

Original English

Mark: And so I I think what happened is a lot of people a lot of skeptics basically used the early models um and got a and got a let's say accurate but um but um uh early and and therefore lagging view uh of the actual quality of the technology. Um and then you know you fast forward to today um and you know what May of 26 and we have you know just stellar absolutely stellar you know models now like you know the GBD 5.5 is just you know extraordinary um and then we have reasoning models on top of that and we have RL um you know uh reason you know RL post training happening with in all in all these different domains um uh you know to get kind of deterministic high quality work out of these things and then we have you know now we have agents now we have longived agents and now we have just in the last week uh you know GPT he has this new thing um the goal feature of Codeex um that is is letting people literally run you know run projects have have have have Codex go off and do projects for you know you know 24 hours or longer uh without human intervention.

马克: 所以,实际的,你知道,我们在工作中看到的是,这些东西的实际效用正在以惊人的速度提升,顺便说一句,今天它已经非常好了,而且提升速度非常快,我们和空间中所有其他严肃的公司都预计这种能力将非常迅速地提升,你知道,至少在未来几年内,我们肯定能看到它会大幅提升。能力将大幅提升,所以,所以,我只是,这里还有一件事,就是很多人,我不知道,要么是怀疑论者,要么是不知道该怎么想的人。如果他们两年前尝试过,他们就不明白今天正在发生什么。如果他们六个月前尝试过,他们可能对今天正在发生什么没有一个很好的了解。顺便说一句,如果他们尝试的是免费版本,他们可能对今天正在发生什么没有一个很好的了解。或者如果他们尝试的是捆绑在某个东西里的版本,你知道,他们可能,你知道,那只是一个免费的附加组件,他们就不会,你知道,真正地,就像任何新事物一样,要真正理解它,你必须直接面对它。

Original English

Mark: And so the the the the actual you know what what what we see in our job is like the actual utility of these things is like ramping incredibly quickly um and and by the way it's really good today and ramping very fast and we and every other I think serious company in the space expects the ramping capability to be very rapid you know at least for the next couple years we we have like I think line of sight to it for sure is going to ramp dramatically. Um the capability is going to ramp dramatically and so um so I just the other thing here is just like a lot of people I don't know either skeptics or people who just don't know what to think. Like if they tried it two years ago they don't understand what's happening today. If they tried it six months ago they might not have a good uh idea of what's happening today. By the way if they try the free version they might not have a good idea of what's happening today. um or if they try the version that's bundled, you know, into their whatever um uh you know, they might they might, you know, that just is like a free add-on to something, they're not going to have a you know, to to to really it's just like anything new like to to really understand this, you have to be directly in front of it.

埃里克: 好消息是,这字面上意味着你必须愿意花200美元购买其中任何一种的“高级套餐”。所以,如果你想近距离接触这些东西,花不了那么多钱。嗯,但我会,是的,如果有人,是的,我不知道我们有一个精选的受众,他们可能是信徒,但任何对这些事情持怀疑态度的人,我只想说,直接面对实际技术非常重要,而且现在就面对它,而不是持有滞后的观点。

Original English

Eric: Um the the good news is like that that literally means you have to be willing to put out $200 to get the to get whatever is the you know, basically the premium package any of these things. So, it's like not that much money if you want to get up close to these things. Um but I I would yeah, if anybody Yeah, I don't know we have a selected audience of people who are probably believers but anybody who's a skeptic on these things I would just say it's really important um to be face to face with the actual technology um and to and to to be face to face with it now and not have a lagging view.

AI普及度与社会情绪:行为胜于言语

马克: 对,是的,以及最先进的技术。你对那些人怎么说?或者你对这种观点怎么说,你知道,据称AI在美国的NPS(净推荐值)只有30%左右,这是最近公布的,相当低,他们将其与中国相比,中国NPS要高得多。我很好奇你认为导致目前NPS低的原因是什么,以及提升它的策略会是什么样子?有些人建议经济激励,比如,你知道,某种与AI公司挂钩的特朗普账户,人们可以访问一个篮子,以更直接的方式在经济上与AI保持一致。尽管当然,你知道,它会以他们也会受益的方式增加GDP和经济。另一些人说,“嘿,我们实际上只需要更好地讲述它对人们生活、健康和教育的影响的故事,以及,你知道,人们拥有一个导师,或者人们拥有一个律师,或者人们拥有一位医生,而他们以前负担不起。”嗯,你对这种AI情绪的观点有什么看法?

Original English

Mark: right yeah and state-of-the-art the what do you say to people or what do you say to the idea of like you know apparently you know the NPS of AI in this country was like 30% or something like that came out recently is pretty low and they're comparing it to to China where where it's much higher I'm I'm curious what you think is the source of of why it's currently low and what could a strategy to to boost it look like? You some people have suggested economic incentives like you know some sort of like Trump accounts tied to AI companies like a basket that people get access to to feel economically aligned with it in a more direct way. Uh even though of course you know it will increase the you know GDP and economy in ways that they'll also benefit from. Others say, "Hey, we actually just need to tell better stories around the impact that it's having on, you know, in people's lives and their health and their education and just the the you know, people having a tutor or people having a lawyer or people having a doctor, you know, who couldn't afford one otherwise." Um, what are what are your thoughts on the sort of AI sentiment perspective?

埃里克: 是的。所以,我会把两件事分开。嗯,我把情绪和情绪分开,情绪是通过民意调查来解释的。嗯,我们稍后会讨论这个问题,然后我之所以提出它并将其分开,是因为你可能无意中使用了NPS这个词,也就是净推荐值,它更多地是他们对实际产品使用、产品有用性的看法,对吧?NPS对于不了解的人来说,是一个艺术术语,叫做净推荐值,它基本上是找出某人是否真正喜欢一个产品的最高质量的方式,那就是你字面上问他们是否会向朋友推荐这个产品。这就是NPS率,所以,我之所以提出这一点,当然是因为这两者之间有很大的区别。

Original English

Eric: Yeah. So, I would separate two two things. Um, so I separate sentiment and sentiment is is is interpreted through polling. Um and we'll talk about that and then and then you but I bring it up to separate it out though which because you you use the term maybe inadvertently NPS uh which is net promoter score which is which is more um their view of actual actual product use product usefulness right NPS NPS for people who don't know is a is a term of art called net promoter score and it's like it's basically the the most high quality way to find out whether somebody really likes a product which is you literally ask them would would you would you recommend this to a friend that's that's called the NPS rate and so but I but I bring I bring that up of course because there's a big difference between those right um and so

马克: 每个人都在使用它并从中受益,没有它我无法生活。然而,

Original English

Mark: everyone's using it and benefiting from I couldn't live without it. And yet,

埃里克: 好吧,没错。就是这样。所以,就是这样。所以,顺便说一句,这在适当进行的社会科学中是非常常见的事情,就像每一个社会科学101的教科书都会告诉你,你不能只问人们怎么想。你会得到各种疯狂的答案。我们稍后会讨论为什么会这样,但这是非常标准的社会科学方法论,那就是你永远不要只问人们。你所做的是观察他们的行为,对吧?你所做的是,你想要寻找他们所说的他们相信的与他们实际所做的之间的差距。这在所有形式的人类行为中都是普遍适用的。例如,如果你正在研究求偶模式,对吧?就像你所知道的,人们约会和结婚的对象,这已经被很好地证实了,那就是他们所说的他们的标准,我的意思是,我们都在我们的朋友身上看到过,对吧?你知道,我们的朋友刚开始单身时都有一份标准清单,然后他们却嫁给了完全不同的人,所以这就像,好吧,你相信谁?相信我还是你撒谎的眼睛,对吧?你相信什么?相信我告诉你的我想要的,还是我实际展示出来的我想要的?这基本上适用于人类行为的所有领域。

Original English

Eric: well, exactly. This is the thing. So, this is the thing. So, so and and and by the way, this is a very common thing in like in in in properly conducted social science like proper like every social science 101 textbook will tell you that you cannot just ask people what they think. Um you you you will get back all kinds of crazy And we'll talk about why that's the case, but this is like this is very standard social science methodology, which is you never just ask people. What you do is you watch their behavior, right? And and what you do is then you want to what what you want to do is you want to look for the gaps between what they what they say they believe versus what what they actually do. And and this is true like universally for all form of human behavior. For example, if you're studying let's say mating patterns, right? Like you know who people date and marry like it's just been well established forever that the thing that they say that is their criteria I mean you know we all see this with our friends right? You know our friends all start out single with a certain criteria list and then then they marry somebody like completely different and so it's like okay you know who who do you believe me or your lying eyes right? Like who do you believe what do you believe? what I told you I wanted or what I actually demonstrated that you know that that I wanted and and this is basically true for all areas of human behavior.

埃里克: 但这就像是,你知道,这是一个相当,你知道,这是一个有点反直觉的想法,你需要经过培训并看到例子才能真正理解。所以发生的情况是,当然,人们不知道这一点,或者他们忘记了这一点。然后发生的情况是,字面上就有一个民意调查,然后有人进行民意调查,然后民意调查结果出来了,它看起来就像,你知道,在结果中,它看起来像是,哦,如果人们这样说,那一定是真的。但是当你进入这种情况时,你会觉得,好吧,首先,你问的是他们的想法,而不是观察他们的行为。这两者之间可能存在巨大的差距。

Original English

Eric: But this is like fairly, you know, this is a fair, you know, this is this is one of these sort of slightly counterintuitive ideas that you have to kind of have been trained up in it and have seen examples to really understand. And so what happens is of course people people don't know this or they forget this. Um and then what happens is there's there's there's like there's literally just like a poll and somebody does a poll and then the poll comes back with like results and it looks and it looks like you know in the p in the results it looks like oh if people say that then that must be the case. Um, but then you you get into this thing which is like, okay, first of all, you're asking them what they think as opposed to watching their behavior. And there's this there's potentially huge delta there.

埃里克: 然后另一件事是,民意调查界的所有人都会告诉你,你基本上可以让民意调查说出任何你想说的话。这就是为什么你必须看人们做什么的原因,因为你可以让民意调查说出任何你想说的话。事实上,有一整类民意调查叫做诱导性民意调查诱导性民意调查,你用一种方式措辞问题,以产生你想要的答案,或者你用一种方式措辞问题,以实际上导致人们在调查之前以不同于他们的方式思考。你知道。所以诱导性民意调查的政治例子是,你知道,如果你知道他闲暇时杀小猫,你还会继续支持你最喜欢的候选人吗?

Original English

Eric: And then the other thing is everybody in the world of polling will tell you like you can basically make a poll say whatever you want. And this is one of the reasons why you have to look at what people do is because you can make a poll say whatever you want. In fact, there's a whole category of poll that's called a push poll. Uh push pull push pull, which is you you word the questions in a way to generate the answers that you want or you word the questions in a way to actually cause people to think differently than they did before the poll, you know. So the political example of a push pull is, you know, would you continue to support your favorite candidate if you knew that he, you know, was killing kittens in his spare time,

马克: 对吧?对,所以第一,人们会说,“不,我当然不会支持他。”然后第二,人们会说,“等等,我不知道他闲暇时杀小猫。”你知道,那太可怕了。

Original English

Mark: right? And right and so number one is people are going to say, "No, of course I would not support him." And then number two, people are going to say, "Wait a minute, I didn't know he killed kittens in his spare time." You know, that's horrible,

埃里克: 对吧?嗯,所以,在民意调查中,你可以通过各种方式操纵这些事情,甚至包括人们实际的想法。所以这真的非常危险。然后你再叠加媒体环境。当然,媒体环境,你知道,就像你和我都讨论过很多次的那样,媒体最讨厌的是什么?是科技。当然,现在科技的先锋是什么?其中之一就是AI。所以,媒体当然以千子万孙般的狂热仇恨AI。所以,媒体正在对AI进行这种持续的恐惧宣传。所以,如果你只是用负面叙事淹没受众,然后你再问这些带有倾向性的民意调查问题,你当然会产生……我的意思是,我们可以选择任何话题。我们可以选择在田野里奔跑的可爱兔子,我们也可以产生同样的效果。你知道,难道你不知道它们吃掉了多少庄稼吗?我的意思是,你可以做各种各样的事情,你知道,它们会吃掉所有的庄稼,所有人都会饿死。你可以通过你这样做的方式,在任何事情上制造负面结果,这就是这些人一直在做的事情。

Original English

Eric: right? Um, and so so so in polling, you you can manipulate these things in all kinds of ways up to and including what people actually think. So it's really really dangerous. And then you overlay on top of that the media environment. And of course the media environment is you know as we you and I have discussed many times like what you know what is the thing the press hates the most in the entire world you know is is tech and and of course what is the you know vanguard of tech right now and one of the one of the one of the things is AI and so the of course the press hates AI with the f theory of a thousand sons and so the press is running this you know sustain you know kind of fear campaign on AI and so if you just if you like drown the the audience with negative narratives um and then you ask you know basically these these loaded polling questions of course you're going to generate. I I mean I we can pick any topic. We can pick like fluffy bunnies running in the field and we can produce the same thing. You know, don't you know how much they Like I mean you can just do all kind, you know, they chew up all the crops, everybody's going to die from hunger. You can manufacture a negative result on anything uh by how you do this, which is the the exercise that that these people have been on.

埃里克: 嗯,我之所以有信心这样说,是因为你然后会看他们实际做了什么。嗯,当然,他们实际做的就是使用AI。他们大量使用AI。他们非常喜欢它。NPS分数非常高。使用水平非常高。嗯,而且,顺便说一句,使用率,流失率正在下降。重复使用模式的消耗正在随着时间增长。你知道,这非常重要。嗯,而且人们喜欢它。嗯,人们喜欢它,就像他们喜欢他们的手机一样,就像他们喜欢他们的Netflix一样,就像他们喜欢他们的社交媒体一样,就像他们喜欢他们的冰淇淋一样。你知道,人们喜欢它。现在,如果你问某人,你知道,你觉得冰淇淋对你有好处吗?他们会说不。但是,你知道,深夜里,他们会拿着一整盒冰淇淋,因为冰淇淋很好吃。嗯,所以,你知道,AI也是一样。是的,人们正在使用它。他们喜欢它。你知道,使用数据本身就说明问题。这些公司的增长率本身就说明问题。你知道,看,这是世界上增长最快的技术类别,对吧?就使用率和收入的增长率而言。所以它本身就说明问题。

Original English

Eric: Um and and the reason I'm confident in saying that is because then you look at what they actually do. Um and of course what they're actually doing is they're using AI. They're using it a lot. They they love it. The MPS scores are like super high. The usage levels are super high. Um there and by the way the usage the the the churn levels are shrinking. The the the the recurring usage uh uh patterns consumptions are are rising over time. Um you know which is which is really important. Um and people love it. Um and people love it in the same way that they love their cell phones and in the same way they love their Netflix and the same way that they love their u you know the same way that they love their social media and it's the same way that they love their ice cream. And like you know people love it. Now you if you pull somebody and you ask you know do you know do you think ice cream is good for you? They're going to say no. But like, you know, late at night, they're going to be in there with, you know, the carton because like ice cream is delicious. Um, and so it, you know, it's the same thing with AI. Um, which is, yeah, people are using it. They love it. The, you know, usage numbers are speaking for themselves. The growth rates of these companies are speaking for themselves. You know, look, this is the fastest category of technology in the entire history of the world, right? In terms of growth rate of usage and revenue. Um, so it's speaking for itself.

埃里克: 所以,基本上你有一个“恐惧项目”宣传活动。我想说两件事。第一是,可以说不利的是,这些公司自己也在进行恐惧宣传。所以,你知道,某些公司出于各种原因进行恐惧宣传,当然没有任何帮助。再次强调,这是一个奇怪的悖论,他们一边进行恐惧宣传,一边却在建造他们告诉所有人要害怕的东西。所以,你知道,这里又有点“看我怎么做,别听我怎么说”的意思。然后,就像,是的,行业应该有更好的叙事吗?是的,几乎肯定行业应该有更好的叙事和更好的发言人等等。但话虽如此,那并不能让恐惧宣传消失。那并不能让媒体报道消失。那并不能让那些虚假民意调查消失。

Original English

Eric: And so, so basically what you have is a you you have this Project Fure campaign. Um and I would say you know maybe two things added on to that which is uh you know number one is it's like the thing that is I would say not helpful is that the companies themselves have been running the fear campaign. Um and so you know the fact that certain companies um have been you know sort of for a variety of reasons running a fear campaign is certainly not not not helping any um and again it's this weird paradox is they're running the fear campaign while they're actually building the thing that they tell everybody to be afraid of. And so you know there's again a little bit of a watch what I watch what I do not what not what I say. And then it's like, yeah, should the industry have like better narratives? Like, yes, almost certainly the industry should have better narratives and better spokespeople and so forth and so on. But just like, okay, like fine, yes, I'm sure that's true. But having said that, that it's not like that would make the fear campaigns go away. It's not like that would make the press coverage go away. It's not like that would make the the sort of fake polls go away.

埃里克: 我将以最后一个民意调查观察来结束,那就是大卫·肖尔,他是一位非常左翼、非常进步的民意调查专家,但非常受人尊敬,他刚刚做了一个不同类型的民意调查,我认为构建得更合理,他要求美国人对他们真正关心的问题进行排序。我记得是,我这是凭记忆说的,但我相信AI排在第29位。所以,再次强调,一旦你跳出了那种“每个人都必须关心这些事情”的泡沫,你就会发现AI排在第29位是理所当然的,因为它对任何事情都没有产生实际影响,相对于1到28位的问题。就像,显然,美国人在日常生活中处理的是比AI更重要的问题。显然,他们正在处理能源成本,他们正在处理犯罪,他们正在处理,就像任何数量的毒瘾,任何数量的其他事情,他们更担心。而且,顺便说一句,每个过着正常生活的人都知道,这并不是我所担心的事情。我担心的是,你知道,我如何支付我的房贷?这才是更根本的事情。

Mark**: Um, I'll close on one final polling observation, which is David Shore, who's a, by the way, a very leftwing, very progressive pollster, but very well respected, uh, just did a a a different kind of a different kind of poll, I think much more properly constructed, where he asked Americans to stack rank the issues, uh, that they really care about. Um, and I I I believe it's I'm pulling this out of top of my head, but I I believe AI ranked as number 29. Um and so and and and again it's just sort of like once you once you get out of the bubble of like everybody must take care of this stuff it's just like of course AI ranks as number 29 because like it doesn't hit it's having no tangible impact on anything relative to issues 1 through 28 right like just obviously Americans are dealing with like more important issues in their daily lives than AI like obviously like they're dealing with energy costs and they're dealing with crime and they're dealing like any number of drug addiction like any number of other things um they're they're more worried about and like and by the way like everybody knows this who like lives a normal life is just like this is not like the thing that I'm worried about. I'm worried about like I, you know, how am I going to make my house payment? Like much more fundamental things.

埃里克: 嗯,你知道,我的孩子学校发生了什么?你知道,你知道,更多,你知道,我的健康怎么了?就像,更多核心的事情。所以,我想,如果你找到聪明的民意调查和聪明的民意调查专家,他们最终也会揭穿这一点。说到那些在人们日常生活中不那么紧急,但一旦有新闻就会抓住人们想象力的事情。不明飞行物。所以有一些新闻出来了。嗯,你,我们没有花太多时间讨论这个话题。所以我很好奇你对这个话题的总体看法,当多年来有新闻报道时。我记得在疫情期间,你知道,我们的朋友迈克·萨拉纳出来,真的有点兴奋于当时报道的新闻。你的观点是什么?你现在怎么看?

Original English

Eric: Um, uh, and so, you know, what's what's happening at my kids's school? Um, you know, you know, much much, you know, what's what's happening with my health? Like, what much more central things? And so, I I think if you if you get if you get to the smart polls and the smart pollsters, they they also end up debunking this. Speaking of things that are not uh you know urgent on people's day-to-day life and yet capture the imagination uh whenever they they there's news about it. UFOs. Uh so there was some some news that that came out. Um you I don't we haven't spent a ton of time talking about this topic. So I'm curious for your general uh how have you kind of perceived um this topic when there's been news out about it o over the over the years? Um, I remember during during COVID, you know, Mike Salana, our our friend was was coming out and and really sort of uh getting excited about the the news that was being reported then. What's been your vantage point and and what do you what do you think about it now?

不明飞行物:政府信息压制与媒体环境变迁

马克: 是的。所以,我应该首先说,我不,所以我什么都不知道。所以,首先要说的是,我什么都不知道,其他人也不知道。嗯,所以,我想首先说的是,第一,我想相信。我的意思是,我通常的看法是,我希望生活在一个这确实是一种可能性的世界里。嗯,顺便说一句,我当时,我当时实际上,好吧,AIOS。我昨晚陷入了AI精神病。我当时在和其中一个机器人说话,我说,“宇宙中到底有多少个星系?”我不知道你最近有没有查过,但那个数字一直在增长,我忘了具体数字是多少了,但它是一个巨大的数字。然后我问,“每个星系里有多少颗恒星?”然后有多少颗行星,然后有多少颗类地行星?我脑子里没有具体数字,但如果你真的去查,有多少颗类地行星是人类可以走出飞船,呼吸并安然无恙的世界,那是一个惊人的数字。我的意思是,仅仅从统计数据来看,类地行星的数量几乎是不可计数的。所以,这就好像,好吧,你知道,那一定如此,你知道,那里有其他的东西在发生。

Original English

Mark: Yeah. So, I should start by saying I don't so I don't know anything. So, start start by saying that I I know nothing um that everybody else doesn't know. Um so, I'd start by saying like number one, I want to believe um like I my my usual thing on this is I I want to live in the world in which this is a real possibility. Um, and by the way, I was I was actually I I Okay, AIOS. I was in AI psychosis the other night. Um, and I was like I was talking to one of the one of the bots and I was like, "All right, how many u uh galaxies are there in the universe again?" And and I don't know if you've like looked that up recently, but the number keeps growing and I forget what the number is, but it's like a giant number. And then I'm like, "How many stars in in in in each galaxy?" And then how many planets and then how many Earthlike planets? And and the number I don't have on the top of my head, but if you if you get do address it like how many earthlike planets are there in the world in which a human being could like step out of a spaceship and breathe and be fine, it's a staggering it's a very very very large number. I mean it's it's it's almost uncountable number of Earthlike planets just in in the statistics. And so it's like all right like you know it must be the case um you know that there's there's there's there's other other stuff going on out there.

马克: 嗯,所以,你知道,逻辑上讲,这说得通,然后我很想生活在一个他们最终能想办法来到这里,希望是以和平方式的世界里。嗯,你知道,话虽如此,你知道,你知道,这个领域的问题是,你知道,通常当你接近细节时,你知道,那些例子往往会崩溃。嗯,你知道,有所有这些,经典的例子就像不明飞行物,就像什么,什么似乎是,你知道,你会遇到这样的事情,比如美国军用飞机或类似的东西会有摄像机图像,看起来它正在追踪一个快速移动和奇怪机动的物体,然后它就像,你知道,你仔细观察细节,它就像,你知道,它就像是视差光学错觉的东西出现了。嗯,然后有伪影,嗯,仪器伪影,嗯,相机伪影,图像,数字图像伪影。嗯,然后有,你知道,就像字面意义上的天气气球和球状闪电以及所有这些其他东西。所以,就像,是的。所以,我没有,我,是的,我想相信,我还没有看到那个让我改变主意的东西。我希望。我将。今天会有大量新信息发布。顺便说一句,白宫官方账号正在发推,发布对美国情报官员的采访记录,他们显然正在转述他们所经历的事情,这真的很有趣。所以,我今晚会熬夜阅读,但是,嗯,你知道,希望一切顺利。

Original English

Mark: Um and so you know logic logically like that makes sense and then I would love to live in a world in which they figure out a way to you know at some point get here hopefully in a in a in a peaceful way. Um uh you know having said that you know you know as you know the the problem with this space is you know generally as you get close to the details you know the the the examples tend to fall apart. Um, and you know there's all these like the classic examples like the UFO like what what appears to be like a you know you you'll have these things where like a US military aircraft or something will have a camera imagery that looks like it's tracking a you know rapidly moving and weirdly maneuvering object and it's it's just like you know you get you get close enough to that and look at the details and it's you know it's like the there's like a parallax optical illusion uh thing that pops up. Um, and then there's artifacts, uh, instrument artifacts, u, camera artifacts, imagery, digital imagery artifacts. Um, and then there's, um, you know, like literally like weather balloons and ball lightning and all these other things. So, like, yeah. So, I I haven't I I would Yes, I want to believe I haven't seen the one yet um that, um, is uh has tipp me over it. I I I would like to I will I will big big release of new information today. Um, it it is really fun, by the way, to have the official White House exac account being tweeting uh transcripts of interviews with uh US intelligence officers apparently relaying accounts that they've had. So, I will be up late reading tonight, but um uh you know, finger fingers crossed.

埃里克: 是的。

Original English

Eric: Yeah.

马克: 嗯,朋友们说过类似这样的话:嗯,嘿,不清楚实际发生了什么,但清楚的是政府正在或在某些时候隐藏某些材料。如果真的没什么好担心的,他们为什么要那样做呢?所以,我不知道这有多少得到了充分验证,我也不是这方面的专家。我会说,我的理解是,我认为到目前为止有两件事非常清楚。我认为第一点是,你知道,过去一直有分类,你知道,当隐形战斗机轰炸机正在开发时,你知道,整个项目都是高度机密的。所以,如果他们要进行这样的试飞,你知道,他们必须做任何事情来阻止人们意识到实际发生了什么。

Original English

Mark: Um friends have said something to the effect of um hey, it's unclear what's actually happening, but what is clear is the government is or at certain times has has hid certain uh materials. Why would they do that if if uh if there's nothing to really worry about? So I don't know how much of this has been fully validated and I'm not really an expert in it. I would say like my under like I I think two things are pretty clear at this point. I think one is that you know there have been classified you know there have been classified you know that when when stealth when stealth fighters and bombers are being developed you know that whole program was like incredibly highly classified and so if they were going to do test flights on something like that you know they they were going to have to like do anything they could to prevent people from realizing what was actually happening.

马克: 嗯,所以,你知道,你知道,多年来肯定有很多机密的航空航天项目,这些项目会采用各种掩盖故事,或者各种,你知道,或者我们只说信息压制的“遮羞布”,你知道,因为这就像政府中最高度机密的信息之一。嗯,你知道,这会让人觉得信息被隐藏了。我的意思是,51区长期以来当然就是经典例子,你知道,整个51区的事情都是围绕着这些新飞机的机密试飞展开的。

Original English

Mark: Um, and so, you know, you know, for sure there were class lots of classified aerospace programs over the years that that would have had various kinds of cover stories or various kinds of, you know, or let's just say blankets of of of of suppression of information, you know, kind of placed over them because it's like the most, you know, some of the most highly classified information in the government. Um, you know, that would cause people to kind of think that there's information being hidden. I mean, Area 51 was of course the classic example of this for a long time, which was, you know, which is which is the whole Area 51 thing was around basically these classified test flights for for new new aircraft.

马克: 嗯,然后,嗯,然后,至少,你知道,有迹象表明,我不知道这是否已得到验证,但有迹象表明,在不同的时间点,政府可能发布了不明飞行物的故事,作为一种实际的公开掩盖故事。嗯,所以,你知道,如果你是,你知道,如果你是一个非常有能力的军事情报官员,你的工作是确保隐形飞行,你知道,不会被识别出它是什么。嗯,因为那会对国家安全非常不利,那么你宁愿让,你知道,基本上形成一个不明飞行物崇拜,你知道,人们会对不明飞行物感到疯狂和害怕,原因有二。一是给人们一个故事去相信,而不是你有新的突破性军事技术。但另一件事是,它会,这实际上可能是一个严肃的观察。嗯,如果你能建立,我想,如果你能在某件事情周围建立起不明飞行物崇拜,那么你就会让任何对该话题的调查变得人们觉得他们不能做的事情,对吧?

Original English

Mark: Um and then um and then uh and then at least you know there are suggestions I don't know if this has been validated but there are suggestions that at different points in time the government might have put out UFO stories as as basically as an actual overt cover story. Um and so you know what if you're a you know if you're a let's let's say you're a highly capable military intelligence officer whose job is to make sure that the stealth flight you know doesn't become you know recognized for what it is. Um because it would you know that would be very bad for national security then you'd much rather have you know basically a UFO cult kind of get built up around it. um where people get all you know kind of crazed and freaked out about UFOs by the way for two reasons. One is to give people a story to believe that's not that you have some new breakthrough military technology. But the other thing is it it make and this is actually maybe the serious observation. Um if you can build the argument would be I think if you could build up UFO cult around something then you make any investigation into that topic something that people feel like they can't do right?

马克: 嗯,我的理解是,顺便说一句,这在很长一段时间内甚至在美国军队中都是如此,那就是如果一个美国空军飞行员,你知道,或者一个民航飞行员,顺便说一句,认为他们看到了什么奇怪的东西。我想在很长一段时间内,很多飞行员都不想报告他们所看到的,因为他们不想被看作是不明飞行物狂人。嗯,当然,如果外面真的有不明飞行物,那是一个非常大的问题。或者,顺便说一句,如果外面有其他类型的东西,对吧?你知道,如果中国人正在测试某种新型先进高速无人机或其他东西,你知道,你希望飞行员能够报告,即使他们认为它可能会被误认为是不明飞行物

Original English

Mark: Um and and and my understanding is by the way this was true for a long time even in the US military which is um if a US you know air force pilot you know or a commercial airline pilot by the way thought that they had seen something weird. I think for a long time a lot of pilots didn't want to report uh what what they you know what they had seen because they didn't want to be viewed that they were like UFO nuts. Um and of course if there are actual UFOs out there like that is a very big problem. Um or by the way if there are just other kinds of things out there right you know if there's you know if the Chinese are testing some sort of new advanced you know highspeed drone or something you know you want the pilots to be able to report that even if they you know think that it might get mischaracterized as a UFO.

马克: 嗯,所以,我的意思是,我不知道,也许我们可以说的有趣之处是,所有这一切都发生在旧媒体环境中。嗯,所以,所有这一切都发生在广播电视的世界里,然后,你知道,一方面是官方节目,另一方面,如果有非官方媒体,它必须是油印简报,对吧?或者像平装书。嗯,你知道,当我还是个孩子的时候,有所有这些疯狂的不明飞行物平装书。你知道,你知道,你总是告诉我们,你知道,那些说没有不明飞行物的书是精装的,而那些说有很多不明飞行物的书是平装的。所以,嗯,你知道,在新媒体环境中,也许可以说聪明之处是,这又是这些旧墙倒塌的另一个例子。你知道,**奥弗顿之窗(Overton window)**就崩溃了。

Original English

Mark: Um, and so anyway, like I I don't know, maybe maybe maybe the the the the interesting thing we could say on this is um all of this played out in the old media environment. Um, and so like all of this played out in the world of broadcast TV and then um, you know, on the sort of official programming on the one hand and then to the extent that there was like unofficial media, it had to be in like mimograph newsletters, right? Or like paperback books. Um, and you know, when I was a kid, there were all these like crazy UFO paperback books. Um, you know, and you know, you you'd always tell us, you know, the the books that said there were no UFOs, you know, were were in hardback and the books that said there were, you know, many UFOs were were in paperback. Um, so, uh, you know, in the maybe maybe the the the smart thing you could say is in the, um, in the in the new media environment, this this is yet another example of like these these these old walls just collapse. You know, the Overton window just disintegrates.

马克: 嗯,所以,当然,新的媒体环境非常有利于世界上每一种不明飞行物理论的传播。当然,它也非常有利于宣传活动的传播,如果你想,你知道,就像我说的,如果你想通过传播宣传来隐藏真实信息。然后当然,压力会不断积累,就像爱泼斯坦事件一样,对吧?压力会不断积累,直到某个时候,你知道,你会看到白宫里的某个人说,“好吧,去他的。”就像,“我们要撕掉创可贴,找出到底发生了什么。”

Original English

Mark: Um, and so, of course, you know, the new media environment is extremely conducive to the spread of every UFO theory in the world. Um, of course it's also extremely conducive to the to to the spread of propaganda campaigns if you wanted to, you know, like I said, if you wanted to hide real information by spreading propaganda. And then of course the the pressure builds, you know, very much along the lines of the Epstein thing, right? That the pressure builds and builds and builds and builds until it's at some point, you know, you know, you get, you know, you get somebody in the White House is just like, "All right, screw it." Like, "We're going to rip the band-aid off and find out what's actually going on."

埃里克: 是的。你知道,不,你知道,假设他们没有仍然模糊细节,但我们会把它留给下一个情况的转折。

Original English

Eric: Yeah. you know, no, you know, assuming that they're not still buzzing fuzzing the details, but we'll leave that to the next turn of the of the situation.

马克: 没错。嗯,我们会继续监测。我们将以来自聊天室的最后几个问题结束。一个是,嗯,给年轻毕业生的建议。如果你今天还在上大学,你当然是伊利诺伊大学互联网革命的先驱。你现在,2026年,会学习什么?或者你还会上大学吗?你对大学生有什么建议,你知道,他们如何理解如何为未来做准备?

Original English

Mark: Exactly. Um, we will stay monitoring. We we'll close on a last couple questions from the chat. One is um advice for young graduates. If if if you were uh in college today, you you of course were at the forefront of the internet revolution at the University of Illinois. What would you be studying or would you even be in college uh you know today in 2026? what advice might you have for uh for college students uh you know sort of trying to make sense of how to prepare for for what's to come?

给年轻一代的建议:掌握AI超能力

埃里克: 是的,所以基本上就是获得AI超能力。我认为这实际上非常简单明了。就像,好吧,你,你,你,你,你,你非常幸运,你恰好赶上了这个时刻,出现了一种新的能力,可以在一千个方面同时增强人类的能力。这恰好降临到我们头上。而且它会变得越来越好。嗯,而且,你知道,大量的自称比你年长和明智的人会固执己见,他们会为此生气,他们会反抗它。他们不想做。嗯,而且,你知道,你将有机会让这成为你技能组合中绝对关键的一部分。嗯,并且是你作为专业人士或创意人士在未来50年所能完成的一切的关键。所以,我只想非常努力地投入其中。你知道,带着你的作品集、简历等等去参加每一次面试,就像,这是我如何使用这项技术,这是我带来的能力。

Original English

Eric: Yeah, so it's basically gain AI superpowers. I I think it's actually you know very straightforward. It's like okay you you you have you have you you you you have the enormous stroke of luck um that you have arrived at the moment in which there is this new capability for augmenting you know human uh ability on on on a thousand fronts at the same time. Um that's just dropped into our laps. Um and it's going to get much better from here. Um, and you know, enormous numbers of people who are supposedly older and wiser than you are are going to dig in their heels and they're going to be mad about it and they're going to fight it. They're going to not want to do it. Um, and you know, you are going to have the opportunity to have this be something that is absolutely key to your skill set. Um, and key to everything that you can accomplish as a professional or as a creative um, you know, for the for for the next 50 years. Um, and so I would just like lean in as incredibly hard on that. You know, walk into every job interview with like, you know, here's my whatever portfolio, resume, whatever. like here here is here here is how I use this technology here are the capabilities that I'm bringing um you know to the table.

埃里克: 顺便说一句,你知道,你会遇到一些雇主,他们会对此感到困惑,不会尊重它,但你会,你知道,其他雇主会说,“哇,这显然就是我们想要的。”所以,这是一个,这实际上很有趣,道格拉斯·亚当斯,那位伟大的科幻小说家,他曾说过,他曾说过一种重复的模式,这是在AI之前说的,他大概在30年前说的,他说,新技术如何被社会中不同年龄段的人群所接受,存在一种重复的模式。他说,嗯,如果你,当一项新技术出现时,无论是什么,在这种情况下是AI。他说,如果你在15岁以下,他说,世界一直就是这样运作的。这显而易见。嗯,嗯,然后,如果你在15到35岁之间,这很酷很有趣,你大概可以用它找到一份工作。然后,如果你在35岁以上,这是不圣洁的,与社会所代表的一切背道而驰,应该被彻底摧毁。所以,我认为,嗯,我认为15到35岁,尤其是现在15到25岁,我,是的,我非常嫉妒,我,我,我,我通常不希望回到过去重做事情,但我现在是18、20或22岁,拥有这种能力并思考我能用它做什么,那将非常非常有趣。我们,嗯,这很有趣,我们正在努力招聘更多这样的人,因为他们是AI原生的,他们将帮助我们变得更加AI化。

Original English

Eric: And by the way, you know, some employers you'll talk to will they'll you know they'll fuzz out on that and not not not not respect it but you'll you know other employers will be like wow like that that's clearly you know this is exactly what we want um and so this is a uh this is actually this is actually funny there's um Douglas Adams the the great science fiction novelist um he once said there's he said there's a there's he said there's a repeating and this was by the way pre-I like this is something he said like 30 years ago uh he said there's a repeating pattern of how technology is received by the different age cohorts um in society. He said um if you are um when a new technology arrives whatever it is in this case AI. Um he said if you're below the age of 15 he said this is just how the worlds always work. It's just obvious. Um um and then if you're between the ages of 15 to 35 this is cool and nifty and you can probably get a you know get a career using it. And then if you're above the age of 35 this is unholy uh and against everything that society stands for and should absolutely be destroyed. Um, and so I think that um I think that uh I think 15 to 35 and especially 15 to 25 right now like I yeah I am very jealous like I I I I yeah I I I generally don't wish I could go back in time and do things over again, but I it would be really really fun right now to be 18 or 20 or 22 uh and to have this capability and and figure out what I could do with it. And we're um it's funny, we atz are trying to hire more more of these people um because they're AI native um and they're going to help us become more AI.

马克: 顺便说一句,就是这样。现在有一种说法,一部分末日论者的说法是,公司再也不会雇用初级员工了。新一代人完蛋了,因为公司再也不会雇用初级员工了,因为他们最容易被AI取代,所以公司只会雇用高级员工。我认为恰恰相反。嗯,我认为100%你想要那些AI原生的孩子。嗯,就像AI原生的孩子将比他们那些年长的同龄人表现得好得多,非常非常显著。现在,他们那些年长的,不是末日论者的同龄人也会表现出色,但是,嗯,是的,一个18岁的,或者说一个24岁的,或者说一个14岁的拥有AI的人,我们将看到前所未有的超级生产者。所以,是的,顺便说一句,这将会极大地考验,嗯,这将会是童工法上的另一个巨大压力点。

Original English

Mark: By the way, this is the thing. This is there's this narrative right now and part of the dmer part of the doomer narrative is oh companies are never going to hire junior employees again. Uh the new generation is screwed because companies are never going to hire junior employees again because those are the most easily replaced by AI and so companies are only ever going to have senior people. And I think the I believe the opposite is true. Um I I think 100% you you want that you want the AI native kids. um like the AI native the A the AI native kids are going to outperform the um you know their older lite peers like gigantically titanically now their their older peers who are not lets are also going to do great um but um it is yeah no an 18-year-old with or by the way a 24y old or by the way a 14-year-old with AI uh we are going to see super producers you know the likes of which we've never seen in the world so yes by the way this is going to greatly stress the uh this is going to be another big uh point of stress on all the child labor laws.

埃里克: 是的,嗯……

Original English

Eric: yeah Um

马克: 是的,没错。

Original English

Mark: yeah, exactly.

埃里克: 我只想说,我只想说孩子们渴望AI头脑

Original English

Eric: Let me just say let me just say the children yearn for the AI minds.

马克: 是的,是的。他们,嗯,是的,绝对。嗯,说到,你知道,我们在之前的节目中谈论过Z世代,以及你为什么喜欢他们,就好像,你知道,他们只是有很大的勇气,嗯,而且愿意或者说有点厌倦了,因为他们在疫情学校等等各种,你知道,邻近的,你知道,各种强制措施中长大,但是你最近转发的一条推文是克里斯·阿纳德的帖子,内容是,你知道,人们谈论教育鸿沟,但也有代际鸿沟,就婴儿潮一代而言,他们更自信于自己的“真相”,而年轻人则更“后真相”、相对主义、多元主义。我认为那是一个非常有趣的认识论鸿沟。你觉得她有什么有趣的地方?或者你如何看待它的发展?

Original English

Mark: Yeah. Yeah. They're uh Yeah, absolutely. the um speaking of you know we talked about Zoomers in previous episodes and and and why you like them in terms of you know they just have so much courage um and and are are willing or sort of kind of fed up because they grew up in you know COVID school and all these sort of you know adjacent sort of uh you know sort of impositions and um but one one thing you quote tweeted recently was Chris Arnad's uh sort of post around the uh you know people talk about the educational divide but there's also generational divide in terms of boomers being just much more um sort of confident in their sort of truth and younger people being more uh sort of post-truth relativistic more pluralist. Um and I thought that was a really interesting sort of epistemological divide. What what did you find interesting about about her or how do you see that play out?

代际鸿沟:婴儿潮一代的“电视真相”与Z世代的批判性思维

埃里克: 是的。所以它实际上有两个部分,非常有趣。所以,第一部分是,嗯,很多婴儿潮一代,嗯,有人曾说,婴儿潮一代的定义是相信电视上说的一切的人。

Original English

Eric: Yeah. So there's really two parts to it which very interesting. So, part number one is um a lot of boomers um uh somebody once said the definition of a baby boomer is somebody who believes what's on the TV set.

埃里克: 他们相信电视上的主持人说的话。嗯,就像任何20岁的人都知道你显然不会那样做,对吧?那会很蠢。但是每个,你知道,60岁或80岁的人一生都在看电视,当他们长大时,你知道,这是老故事了。我们都听过无数次了。沃尔特·克朗凯特(Walter Cronkite)过去常常告诉我们真相是什么。嗯,对。你知道,当然,那一直都是胡说八道,但尽管如此,那正是婴儿潮一代所相信的。他们相信电视所说的。他们相信**《纽约时报》**所写的,对吧?所以,你知道,他们相信这些事情。你知道,任何40岁以下的人,现在都有一个又一个的例子,说明这显然不是真的。然后任何20岁左右,经历过过去15年学校教育的人,显然都知道,你知道,这些人是假的,你知道,这不是真的,你不能认真对待这些东西。

Original English

Eric: Like they believe what the talking head on the TV says. Um and like anybody who's 20 knows that you obviously don't do that, right? That that would be stupid. But every, you know, 60-year-old or 80-year-old has been watching TV their entire lives and when they grew up, you know, it's it's it's the old story. We've all heard it, you know, a million times. Walker Kronhite used to tell us what the truth was. Um right. And you know, of course, that was always BS, but nevertheless, that that was what the boomers believed. They believed what the TV said. They believed what the New York Times wrote, right? So, you know, they believe these things. Um, you know, any anybody below the age of 40 like just at this point has example after example after example of how like obviously that's just not true. And then anybody who's like 20 who's been through the last, you know, 15 years in school like just obviously knows that, you know, these people are fake and, you know, this is not real and you just can't take this stuff seriously.

埃里克: 嗯,所以,嗯,所以,所以,所以一部分原因在于这种分歧,所以婴儿潮一代有,嗯,顺便说一句,有一个很棒的YouTube频道,有一个很棒的视频,有一个很棒的YouTube频道叫做学术代理(Academic Agent),这是一个英国作家内玛·帕尔维尼,他写了一些非常有趣的书,但他有一个长达两小时的视频,非常值得一看,它叫做**“婴儿潮一代的真相(Boomer Truth)”,所以它是一个两小时的纪录片,关于他所谓的“婴儿潮一代的真相”这个概念,基本上就是电视上说的任何东西,以及它是如何瓦解的。所以,所以,有一种“婴儿潮一代的真相”。嗯,但还有另一件事,那就是“婴儿潮一代的真相”的一个关键部分是,没有固定的道德观,对吧?所以,所以,所以“婴儿潮一代的真相”的一个关键部分是你可以创造自己的价值观。这就像所有文化都是,你知道,是一种道德相对主义。所有文化都一样。西方社会并不优越。你知道,有很多很多不同的文化。它们都很棒。都很棒。都很棒。如果说有什么不同,那就是西方是所有文化中最糟糕的。其他文化更好。你知道,就像在觉醒文化(woke)之前,有政治正确(political correctness)。就像我上大学时的政治正确**,实际上就是围绕着所谓的多元文化主义。

Original English

Eric: Um and so um so so so part of it is that divide and so the the the boomers had um uh by the way there's this great YouTube account there's this amazing video on this there's this great YouTube account called academic agent uh this is a British uh uh author uh named Nema Parvini um who writes these really interesting books and he but he has this two-hour video that's really worth watching and it's it's it's called Boomer Truth and so it's like a two-hour documentary on kind of this concept he calls Boomer Truth which is basically like whatever the TV says um and how it's falling apart. So, so there's sort of there's sort of the boomer truth thing. Um, but then there's this other thing which is like a key part of boomer truth is that there's no fixed morality, right? So, so, so like a key part of boomer truth is you get to make up your own values. It's like all cultures are the, you know, was a moral relativism. All cultures are the same. Western society is not superior. You know, there's many, many different cultures. They're all wonderful. Like, it's all great. It's all great. It's all great. If anything, the West is the worst of the cultures. The other ones are better. You know, just like that was such a like before there was woke, there was political correctness. and like the political correctness of like when I was in like college it was literally around was called multiculturalism or

马克: 彼得·泰尔大卫·萨克斯在1995年的书中提到了这一点,你知道,《多样性神话(Diversity Myth)》

Original English

Mark: Peter Teal and David Sax wrote about it in their book you know diversity myth in 1995

埃里克: 《多样性神话》,它实际上,它是一个术语,叫做多元文化主义。当时有激烈的争论,那个时代有一本经典书籍,彼得的书很棒,但实际上在那之前有一本当时很有名的书,出版时在全国引起了巨大轰动,叫做**《关闭美国思想(The Closing of the American Mind)》**。

Original English

Eric: the diversity myth and it was it was it was actually it was actually a term that it's called multi multicult multiculty multiculti multicultural um and and there were these furious de there's a classic book of that era Peter's book is great but actually before that there was a famous book at the time which has been huge headline news all through the country when it came out called the the closing of the American mind yeah

马克: 这种,这种右翼学者在芝加哥大学,他基本上说这些大学正在教这些孩子没有道德,你知道,所有一切基本上就是道德只是选择你自己的冒险。所以,这种道德相对主义是**“婴儿潮一代的真相”的核心,对吧?所以,这是一种奇怪的现象,它就像存在一种固定的、被接受的信念,即没有固定的道德观,所以,如果你站在……然后基本上,整个媒体机构,整个文化项目,整个教育体系都是围绕着这一点设计的。所有这些疯狂的事情,你知道,孩子们现在在学校里遇到的所有疯狂的事情,基本上都是,你知道,这个运动在30、40年前,哦,60年前的下游产物。所以,如果你,是的,如果你20岁,你就是在这种奇怪的环境中长大,在这种环境中,你知道,一方面,你就会觉得婴儿潮一代**根本没有信誉,因为我简直不敢相信他们还在相信电视上说的一切。

Original English

Mark: and this sort this sort of right-wing academic at University of Chicago who basically said these these colleges are teaching these kids that there is no there is no mor you know there is no morality um you know it's all just basically morality is just choose your own adventure um and so there is this moral relativism that's kind of at the heart of Boomer truth right and so so it's this weird thing where it's like there is a a fixed received belief that there is no fixed morality um and so if you're on the and then basically like the entire media apparatus the entire cultural program the entire educational system got designed around this um and all of the stuff all the crazy stuff that, you know, kids are getting in school now is basically, you know, downstream of downstream of this movement from, you know, 30, 40 years ago, uh, 60 years ago. Um, and so if you're, yeah, if you're 20, you've just like come up in this sort of like weird environment in which, you know, on the one hand, you're just like the boomers have no credibility at all because like I I can't believe they still believe what's on TV.

马克: 嗯,然后第二,就他们所说的任何话,他们都一直在告诉我们不要评判任何人,不要评判任何事,所有道德都是平等的,所有文化都是平等的。所以,他们当然会,当然他们的Z世代会带着令人难以置信的怀疑态度走出这种环境。顺便说一句,这不是一个抽象的练习,因为这些孩子是在疫情中长大的,这些孩子是在觉醒文化中长大的,这些孩子是在过去十年,你知道,过去15年的所有疯狂中长大的。所以我认为这些孩子带着完全不同的世界观走出这些经历。顺便说一句,你知道,并非所有情况都是如此,但在很多情况下,完全不同,就像更多,我想说,几乎同时更加开放,更具批判性,对思想更感兴趣,对权威更怀疑,对既有智慧更怀疑,对操纵更愤世嫉俗,顺便说一句,对媒体环境更敏感。你知道,他们更清楚地意识到实际上存在心理战,而且他们一直是受害者。你知道,对权威的怀疑程度更高。你知道,他们只是,你知道,他们对他们生活中所看到的权威人物的看法,你知道,在很多情况下只是完全的蔑视。在很多情况下,这种蔑视是理所当然的。

Original English

Mark: Um, and then number two is like to the extent that they we do listen to anything they say, they keep telling us to not judge anybody and not judge anything and that all all moralities are equal and all cultures are equal. And so of course they're going to the course their zoomers are going to come out of that with like just like an incredible level of skepticism. And then by the way this is not an abstract exercise because these are the these are the kids who came up through co right and these are the kids who came up through woke and these are the kids who came up through like all of the all of all of the craziness of the last you know the last decade you know 15 years. And so I think these kids are just coming out with like a completely different viewpoint on how the world works. And by the way, you know, not in every case, but like in many cases, completely different, like much more, I would say, much almost like simultaneously more open-minded, more critical, like much more interested in ideas, uh much more much more skeptical of of of authority, much more skeptical of received wisdom, u much more cynical about about manipulation, um, by the way, much more sensitive about the media environment. Um, you know, they they're much more aware of the idea that there actually is psychological warfare going on, and they they have been on the receiving end of it. um you know m much less much more skeptical of authority. You know they just you know their their view of the authority figures that they've seen in their life you know in many cases is just like complete contempt. Um and in many cases very well earned um and so

马克: 是的,这只是一个,这是一个截然不同的,嗯,我认为这是一个截然不同的世界观,肯定与婴儿潮一代所持有的不同。也与我这一代X世代非常不同,也与千禧一代非常不同。它是一种新事物,我非常兴奋。我认为他们很棒。

Original English

Mark: yeah it's just a it's it's just a it's a starkly different um I think it's a starkly different worldview than the than the for sure than the boomers had. Also very different than my generation Gen X also very different than the millennials. Like it it's something new and and I'm I'm I'm very excited. I I think I think they're fantastic.

埃里克: 是的。说到新事物,将“*-maxing”总结为斯多葛主义与“你就是能做成事”的结合,是否公平?

Original English

Eric: Yeah. Spe speaking of something new is would would it be fair to summarize [ __ ] maxing as stoicism meets you can just do things?

马克: 不,我认为它只是“你就是能做成事”。

Original English

Mark: No, I think it's just you can just do things.

埃里克: 好的。

Original English

Eric: Okay.

马克: 我的意思是,我认为它甚至,我认为它甚至在摆脱。我不知道。我不知道。也许我想我能理解你的意思,我想你也许可以那样解释。但我认为,我不知道。我的说法是,斯多葛学派投入了大量时间和精力来尝试变得斯多葛。而“-maxing”的全部意义在于,你不应该投入那么多时间和精力来成为你现在的样子。你就是应该去做。嗯,所以,是的,我想你可以说我们的朋友瑞恩·霍利迪是一个斯多葛派*,而不是一个“*-maxer”。嗯,正如他本周所展示的那样,所以,嗯,也许就在那个视频里,你可以看到区别。

Original English

Mark: Like I think it's even like I think it's even it's even shedding. I don't know. I don't know. Maybe I think I can see what you're driving at and I I think you could probably explain it that way. But I think I don't know. The way I put it is the stoics put a lot of time and effort into trying to be stoic. Whereas the whole point of [ __ ] maxing is you're not supposed to put that level of time and effort into being the way that you are. You're just supposed to do it. Um and so yeah, I guess you could say our friend Ryan Holidayiday is a stoic and not a [ __ ] maxer. Um as he demonstrated this week and so um maybe maybe right there in that in that in that in that in that video you can see the difference.

埃里克: 是的,说得好。嗯,来自聊天室的最后一个问题。我们会让你离开这里。你为什么能成为一个如此优秀的“监测者”?你的秘密是什么?监测这么多情况的秘诀是什么?有什么策略吗?你的方法是什么?

Original English

Eric: Yeah, that's well said. Um last question from the chat. We'll get you out of here. How are you such a good monitor? H what is your secret to monitoring so many situations? Any strategies? What is your approach?

高效信息监测:MTS工具与多源输入

马克: 好吧,当然,接入MTS的消防水带是绝对关键的。当然,团队正在开发和上线的这些惊人工具也很棒。

Original English

Mark: Well, of course, being plugged into the MTS fire hose uh is of course absolutely critical. And of course, the amazing tools that the team is developing and putting online

马克: 嗯,这太棒了。我一直在,除了其他事情之外,我一直在关注本周OpenAI审判的报道。是在MTS.com上吗?好吧。是的。是的。嗯,所以,嗯,是的,当然还有那个。然后,是的,我的意思是,我很久以前就把电线插到我的头骨后面了,你知道,我把电线插到社交媒体上了。所以,嗯,我有点像持续的X动态,我的持续Substack动态,我的持续YouTube动态。嗯,而且,是的,然后像往常一样,努力阅读足够多的旧书,以平衡每日的信息洪流。

Mark**: uh is fantastic. I have been glued I've been among other things been glued to the uh the coverage of the uh of the OpenAI um uh uh trial this week um on on on is it MT MTS? Is it MTS.com? Okay. Yeah. Yeah. Um uh so um yeah, for sure that and then yeah, I mean I'm at you know I I I long ago plugged the back of my skull wire, you know, I wire jacked into uh into social media. So um I sort of you know continuous X feed, my continuous Substack feed, my continuous YouTube feed. Um and uh yeah, and then trying to as usual try trying to read enough old books to try to have some counterbalance to the uh to the to to to the daily fire hose.

埃里克: 是的。太棒了。嗯,好的,马克,非常感谢你再次来到MTS的精彩节目,我们很快再见。再见。

Original English

Eric: Yeah. Awesome. Uh well u Mark thank you so much for coming on another great episode at MTS and we'll see you back soon. See you soon.

马克: 好的。宝贝。热。热。

Original English

Mark: Okay. Baby. Heat. Heat.

关键字: ai-productivity future-of-work social-dynamics media-bias generational-divide