--- author: All-In Podcast date: '2026-09-17' guest: '' layout: post.njk source: https://www.youtube.com/watch?v=qp2IbgJ5Z-8 speaker: All-In Podcast tags: - data-center - infrastructure-investment - workforce-training - smart-glasses - ai-regulation title: Meta 总裁 Dina Powell 对话 All-In：数据中心经济学、AI 算力基建与智能眼镜的未来 summary: Meta 总裁兼副董事长 Dina Powell McCormick 与路易斯安那州商务厅长及学区总监做客 All-In 峰会，深入探讨 Meta 数据中心对地方经济与教师薪酬的颠覆性拉动效应、电力与水资源环境争议、职业技能培训、青少年手机使用限制以及 Ray-Ban Meta 智能眼镜作为下一代 AI 硬件载体的战略价值与发展前景。 insight: '' draft: true series: '' category: tech-trends area: tech-engineering project: [] people: [] companies_orgs: - Meta products_models: - Ray-Ban Meta - Meta AI media_books: [] status: evergreen --- ### 嘉宾开场与背景介绍 **旁白**: 一位在政府、商业和慈善领域具有开创性领导力的杰出领袖。
Original English **Narrator**: A trailblazing leader in government, business, and philanthropy.
**旁白**: 作为**唐纳德·特朗普**（Donald Trump）的前总统国家安全顾问，**Dina Powell McCormick** 加入了 **Meta Platforms**，担任总裁兼副董事长。
Original English **Narrator**: A former presidential adviser to Donald Trump, Dina Pal McCormack joined Meta Platforms as president and vice chairwoman.
**旁白**: 她将协助领导公司庞大的**人工智能**（AI）扩张计划，涵盖数据中心建设、战略投资以及全球合作伙伴关系。
Original English **Narrator**: She'll help lead the company's massive AI expansion, including data centers, investments, and global partnerships.
**旁白**: Powell McCormick 的深厚背景，恰好切中了 Meta 当下扩张中最核心的瓶颈所在。
Original English **Narrator**: Powell McCormack's background is exactly where Meta's new bottlenecks are.
**Dina Powell McCormick**: 人类社会正在迎来一场前所未有的变革。面对这项技术，没有什么能够阻挡这股浪潮。每天有 **35 亿人**在使用 Meta 的平台。我想我们都很清楚，接下来的三年可能会决定整个格局的胜负。女性正是其中的“秘密配方”，大家觉得如何？
Original English **Dina Powell McCormick**: There is a transformation in humanity coming. Nothing can stop that now with this technology. 3.5 billion people every day are on Meta. I think we all know that the next three years could be the whole game. Women are the secret sauce. How about that?
**Jason Calacanis**: 让我们热烈欢迎 Dina Powell McCormick！很高兴见到你，感谢你的到来。
Original English **Jason Calacanis**: Please welcome Dena Powell McCormick. see you. Thanks for coming out.
**Dina Powell McCormick**: 嘿，很高兴见到你！太好了，见到你真高兴。
Original English **Dina Powell McCormick**: Hey, good to see you. All right, good to see you.
**Jason Calacanis**: 你好吗？Dina，非常感谢你来到现场。我们刚才正好结束了与萨提亚（Satya Nadella）的对话，探讨如何向公众讲好数据中心的故事——它们为社区带来了什么，以及为什么它们在经济层面实际上具有巨大的净正向效益。我知道你对此深有体会，所以我们直接切入正题，因为我知道你带来了一段关于这个话题的视频。你想先从播放视频开始吗？这样可以吗？
Original English **Jason Calacanis**: How are you? Dina, thank you for being here. Um, you know, we were just finishing up a conversation with Satcha about how do we tell the story about the benefit of data centers and what they're doing to communities and why they're actually net economically positive. And I know you so I'm going to get right into it because I know you actually have a video on this. Do you want to just start with your video? Would that be okay?
**Dina Powell McCormick**: 那太棒了。我只想说，来到 **All-In 峰会**（All-In Summit）真的超级兴奋，这是我第一次在这里演讲。只要这一期节目的收听和观看量能远远超过麦考密克参议员（Senator McCormick）来做客时的数字，我就会非常非常开心了！所以，现在我们可以播放视频了，绝无竞争之意哦。
Original English **Dina Powell McCormick**: That'd be great. I mean, I just want to say so psyched uh to be at the All-In Summit, first time to speak, and as long as this episode and panel gets way more listeners and views than Senator McCormix did when he came on, I'll be very, very happy with that. So, now we can now we can roll the tape. No competition.
**Jason Calacanis**: 太好了，我们可以在 **Polymarket** 上开个盘。让我们一起来看视频。
Original English **Jason Calacanis**: Good. We'll put it on Poly Market. Let's watch the video.
--- ### 路易斯安那数据中心与社区反哺 **纪录片旁白**: **里奇兰堂区**（Richland Parish，路易斯安那州）曾经是一个被机遇遗忘的角落。我一辈子都生长在这里，亲眼目睹了很多人背井离乡去外地寻找工作，其中也包括我的儿子。过去大家经常挂在嘴边的一句话就是：“这里已经没有任何前途留给我们了。”
Original English **Video Narrator**: Richmond Parish was the place that opportunity forgot about. I've grown up here my whole life and I've seen a lot of people move away looking for work, including my son. What you were hearing a lot lately was there's nothing here for us anymore.
**纪录片居民**: 我们深知，拥有一座数据中心将为我们带来这里从未有过的产业。这对我们的社区来说是一笔巨大的投资。自从 Meta 入驻后，我们雇用了更多员工。
Original English **Local Resident**: We knew that having a data center would give us an industry here that we haven't had before. That's a huge investment in our community. We started this business simply because meta was coming. Since Meta came to town, we've hired more employees.
**纪录片教师**: 像 Meta 在里奇兰堂区进行的这种数十亿美元的资本投资，带来了颠覆性的改变。能够吸引并留住优秀的教师令人极其振奋。当我第一次听到关于奖金的消息时，简直惊掉了下巴，嘴巴张得老大。我们不是为了钱才当老师的，我们当老师是因为内心的热爱，但这笔奖金确实给予了极大的帮助。
Original English **Local Teacher**: A multi-billion dollar capital investment like the one that Meta is making in Richland Parish is it was transformative. It's extremely exciting to attract and retain quality teachers. So, when I first got the news about the bonus, it was jaw-dropping. My mouth was literally wide open. We're not in it for the money. We're teachers because it's in our heart. But the bonus has been extremely helpful.
**纪录片居民**: 有了 Meta 在我们社区的投资，现在我们能够更好地建设和照顾我们的家园。
Original English **Local Resident**: With the investment that Meta has made in our community, now we can do a better job of taking care of our home.
**纪录片教师**: 我确实为我学生们的未来看到了巨大的希望。这赋予了他们以往做梦都想不到的机遇。我认为最重要的一件事，就是看到人们开始重返家乡。
Original English **Local Teacher**: I do feel a lot of hope for the future of my students. It gives them the opportunity they never thought that they would have. And I would say one of the biggest things is people coming back home.
**纪录片居民**: 你知道的，未来正在这里发生，而且就在当下。
Original English **Local Resident**: You know, the future's happening here and happening now.
--- ### 特邀嘉宾：地方官员与学区总监登台 **Jason Calacanis**: 视频里的几位主人公今天也来到现场了对吧？
Original English **Jason Calacanis**: You have some folks from the video here.
**Dina Powell McCormick**: 没错，请上台吧！请上台来！
Original English **Dina Powell McCormick**: I do. Can come on out. Come on out,
**Dina Powell McCormick**: **谢尔顿**（Sheldon Jones）和**苏珊**（Susan Bourgeois），视频里的学区总监也来到了现场，他是里奇兰堂区的学区总监。
Original English **Dina Powell McCormick**: Sheldon. and Susan, we have the superintendent from that video, the superintendent in Richland Parish.
**Jason Calacanis**: 感谢你们的到来，非常荣幸。
Original English **Jason Calacanis**: Thanks for joining us. Pleasure.
**David Sacks**: 先生，你好。
Original English **David Sacks**: Hi, sir.
**Chamath Palihapitiya**: 感谢你们的加入。你好，请坐这边。
Original English **Chamath Palihapitiya**: Thanks for joining us. Hi, how are you? Come on down.
**David Friedberg**: 很高兴认识你们，近来如何？
Original English **David Friedberg**: Good to meet you. How are you?
**Jason Calacanis**: 感谢你们来到这里。
Original English **Jason Calacanis**: Thank you for being here.
**Sheldon Jones**: 感谢你们的邀请。
Original English **Sheldon Jones**: Thanks for having us.
**Jason Calacanis**: Dina，你想为大家做个介绍吗？
Original English **Jason Calacanis**: You want to do an introduction?
**Dina Powell McCormick**: 当然。能与谢尔顿和苏珊一同站在这里，我感到无比荣幸。我们在路易斯安那州投入了大量时间，这是 Meta 规模最大的数据中心投资项目，我曾多次与他们一起在路易斯安那考察。对我而言，最令人瞩目的坦白讲就是州长所展现的卓越领导力。苏珊是路易斯安那州的商务厅长（经济发展厅厅长）；而谢尔顿，稍后我会让他自己来谈，但他绝对是当地一位极具感染力与启发性的人物。正是他敏锐地意识到，得益于我们的投资，所产生的税收盈余将可以直接用于补助教师。也许你可以详细讲讲这背后的故事。
Original English **Dina Powell McCormick**: Sure. What an honor. It's an honor uh for me to be here with Sheldon and Susan. Uh we've spent a lot of time in Louisiana. It's our largest data center investment uh for Meta and I've been with them in Louisiana. And what is remarkable to me is just the leadership that frankly the governor has shown. Susan is the commerce secretary for Louisiana, the economic development um secretary, and Sheldon uh who I'm going to let him speak for himself, but he is such an inspirational figure there. and he is the one that realized that because of our investment the tax surplus would go straight to teachers and maybe you can talk just a little bit about that.
--- ### 5 万美元教师支票与税收再分配 **Sheldon Jones**: 好的。非常荣幸能来到这里。回想起我第一次与 Meta 接触，是在 2024 年夏天，地点在我们当地的一所社区大学。我清晰地记得开完会后我坐进车里——路易斯安那的天气非常炎热，我打开了空调，静静地坐在那里心想：“整个游戏规则彻底变了。”这将会给我们的堂区带来前所未有的发展机遇。 当 2024 年 12 月举行奠基仪式时，我立刻看到了销售税征收额的激增。在我们堂区有六个征税实体，其中**里奇兰堂区学校董事会**（Richland Parish School Board）收取了整个学区 **51%** 的税收。我亲眼看着销售税收入从学区正常的 5% 至 10% 增长率，直接飙升至 60% 到 70%。随着数据中心施工现场工人的激增，这些税收征收增长率峰值达到了约 **260%**。 我们有一项专门用于员工薪资的 1 美分和半美分销售税。我们在校董会会议上公布了这些销售税收入增长。作为教育工作者，大家都会算账，很快就意识到这会转化为更大额度的销售税分成支票，直接进入我们的工资单。于是在 2025 年 12 月，我们发放了一笔半美分的销售税支票，金额比前一年直接翻了一倍，从大约 4,000 美元上涨到了大约 8,000 美元。但当时我们还没看到销售税激增给整年带来的完整效应。这个完整效应在刚刚过去的今年 6 月体现了出来——我们拥有专业资质认证的员工收到了约 **40,000 美元**的销售税分成增额。
Original English **Sheldon Jones**: Yes. So it's great to be here. Um I just think back to my first interaction with Meta. Uh it was in the summer of 2024 and um it was at our local community college and I just remember after the meeting getting in my car and uh it's hot in Louisiana so I turned the air on and I just sat there and I said the game has changed. Um this is going to give our parish an opportunity to do something that it's never been able to do. So, when the groundbreaking ceremony happened in December of 2024, um I could immediately start to see the increase in our sales tax collections. Um there are six taxing entities in our parish. The Richland Parish School Board collects 51% of the taxes for the district. Um, so I was able to see the sales tax collections go from 5% 10% which is normal for a school system to about 60 or 70%. And at that time the number of workers at the data center site increased. Um, those collections peaked at about 260%. That's an increase in sales tax collections. Um, and so we have a 1 cent and a 1/2 cent sales tax that's dedicated to employee salaries. And so we're announcing these sales tax increases at our schoolboard meetings. And we're educators, so people can do the math. They start to figure out this is going to translate into a larger sales tax check, which directly goes into our salaries. So in December of 2025, we gave out a 1 half cent sales tax check. That check doubled from the previous year. So it went from roughly about $4,000 to about $8,000, but we hadn't seen a full year of spiked increases in sales tax collections. That happened this past June. Uh, so our certified employees received an increase of about $40,000 in their sales tax.
**Jason Calacanis**: 40,000 美元的支票？
Original English **Jason Calacanis**: $40,000 check.
**Sheldon Jones**: 他们总共拿到了一张 **50,000 美元**的支票。
Original English **Sheldon Jones**: They got a $50,000 check.
**Jason Calacanis**: 哇！
Original English **Jason Calacanis**: Wow.
**Chamath Palihapitiya**: 哇。
Original English **Chamath Palihapitiya**: Wow.
**David Sacks**: 哇。
Original English **David Sacks**: Wow.
**Sheldon Jones**: 前一年的支票是 10,000 美元。所以如果把 12 月的涨幅和 6 月的涨幅加在一起，我们的教师净增收入达到了大约 **45,000 美元**。
Original English **Sheldon Jones**: So the check the previous year was $10,000. So if you take that December increase and the June increase, it was a a net of about $45,000 for our teachers.
--- ### 社区舆论转变与地方招商逻辑 **Jason Calacanis**: 大家都这样吗？我和 Dina 之所以讨论这个专题，是因为现在全美都在抨击数据中心，民调显示反对率高达 80%。当 Dina 告诉我这个故事时，我说我们必须把这个案例讲出来，因为这太不可思议了。在这一切发生之前，教师和当地社区对数据中心也有负面情绪吗？大家最初也是说“我们讨厌数据中心，我们不想要它们建在这里”，还是说在这一波浪潮爆发之前，社区其实并没有过多关注？
Original English **Jason Calacanis**: Did they all Cuz the reason Dina and I were talking about this panel and everyone hates data centers. They pull 80 in the United States. And Dina was telling me the story and I was like, we should tell this story because it is unbelievable. Did the teachers and the community have this negative sentiment about data centers before? Were they all, we hate data centers, we don't want them here or was that before this wave happened and the community didn't really kind of pay much attention to it?
**Sheldon Jones**: 我觉得刚开始主要是面对未知带来的困惑。我们是第一批先行者，是起点，没有任何既往经验可供参考。我们总不能说：“上一次我们学校获得 500 亿美元的资本投资是什么时候来着？我们当时是怎么处理的？”以往能有几百万美元对我们来说就已经是天文数字了。所以，一开始确实存在焦虑的情绪。 但我认为 Meta 在向我们普及信息和开展沟通方面做得极为出色，而这种沟通必须持续进行。通常情况下，沟通的关键不在于去说服社区里掌握信息最全的人，而是要触达那些了解最少的人。因此我们正在持续努力，确保将积极的信息传递出去，让大家看到正在发生的切实好处，因为我们的堂区确实迎来了大量的利好。
Original English **Sheldon Jones**: I think initially there was the unknown. Um, and we are we are the beginning. We're a starting point. There was no reference for us to to access. We couldn't say, "Okay, well, when the last time, when was the last time we had a $50 billion capital investment in our schools?" So, how did we handle that? So, yeah, where, you know, a few million dollars, that's that's that's huge for us. So, um, there was there was anxious thoughts. Um, I think Meta has done an excellent job of informing us and educating us and that's going to have to continue to happen. Oftent times this communication is not about the most for informed person in the community. It's about the least informed person in the community. So, we're working to make sure that we continue to get that positive message out about the good things that are happening because there are a lot of good things that are happening in our parish.
**Susan Bourgeois**: 正如总监所说，路易斯安那州在数据中心竞赛中起步相对较晚，但这实际上对我们非常有利——Meta 的投资是全州第一个大型项目。由于我们双方建立起的伙伴关系模式，在整个交易谈判过程中，坦率地说，我们从头到尾都将其视为一种真正的“合伙关系”而非单纯的商业博弈。 当我们最初将这个构想引入社区时——甚至在总监您得知之前——社区并没有过多的抗拒，因为当时大家面对的是巨大的未知。请记住，那是大约 20 个月前我们刚启动对话的时候，当时外界的议论远没有现在这么激烈。但你要知道，这是一个极度渴望发展机遇的社区。正如你在视频中所见，我们的人口一直在流失；在这次投资之前，里奇兰堂区的年平均工资仅为 36,000 到 38,000 美元左右。 因此，数据中心落户在密西西比河三角洲这样一个极度渴望机遇的地方。我们未雨绸缪，非常明智地提前解决了可能出现的担忧：无论是对社区的实际影响、带来的积极效应，还是对自然资源的利用等问题。某种程度上，外界现在的喧嚣对我们反而是有利的，因为你甚至可以直接找 Dina 说：“既然别人不想要，那就把你们所有的数据中心都建在我们这里吧！”因为实话实说……
Original English **Susan Bourgeois**: Yeah. I think to the superintendent's point, um, Louisiana was a little bit late to the data center game, which has actually worked remarkably well to our benefit in that the the meta investment was the first one in the state. Um and because of the partnership, the way um we negotiated the deal, I call it a a partnership, not a negotiation, frankly, all all along. Um the community when we first brought the idea even prior to you knowing, superintendent, um the community wasn't apprehensive because there was a great deal of unknown. Now, keep in mind this was now about 20 months ago is when we started the conversation there. Um so, so the the chatter wasn't as much as it is now. But you're talking about a community that was really starved for opportunity. As you saw in the video, you know, we had lost population. Uh the average wages in Richland Parish were roughly 36 $38,000 a year prior to this investment. So, um, the data center went to a place in Louisiana, you know, Mississippi Delta Parish that was Mississippi River Delta. Obviously, it was it was longing for this opportunity and we got ahead of that and I think we got ahead of that very wisely in the way we um addressed both the concerns, the impact on the community, um, the good impact on the community and the natural resources and all the things we're hearing right in a weird way. And all of this noise is actually somewhat beneficial in the sense that you may just want to go to Dena and say we'll just take all your data centers because you can't I mean I mean quite honestly
**Chamath Palihapitiya**: 我想我们的州长确实看到了普通美国人收入潜力的持续改善。
Original English **Chamath Palihapitiya**: I think our governor would actually continuous change in the in the earnings potential of normal average Americans.
**Susan Bourgeois**: 是的。就在几个月前，州长签署了一项行政命令，为我们对接超大用电负荷企业（large load users）建立了清晰的政策框架。这为我们赋予了筛选优质合作伙伴的特权。我们实行了销售税减免政策，这对于吸引如此体量和规模的投资至关重要；但与此同时，我们也可以认真挑选合作伙伴。州长一直在公开表示，Meta 确实是我们的典范原型，树立了极高的标准。这正是我们接下来要遵循的标准。我们不是那些说“不”的州，我们是张开双臂说“欢迎”的州。
Original English **Susan Bourgeois**: Yeah. We the governor just signed an executive order a few months ago creating a framework for us under which we will engage with large load users. Right. And the privilege that it gives us now is we get to be choosy, right? We we have a a sales tax exemption which is critical to be able to land an investment of this size and this scale. But now we get to really court who our partners are going to be and the governor claims it all the time that META really was the prototype for us and it set a very high standard. Um and that's now the standard we're going to follow. We are not one of those states who is saying no. Um we are one of those states that are saying yes and
--- ### 环境争议：污染、电价、水冷与噪音 **Jason Calacanis**: 明白。关于建设、扩张和创造就业机会的经济逻辑已经非常清晰了。你能帮我们梳理一下社区所面临的那些合理关切吗？其中之一是污染——我不确定这里是靠天然气发电还是全靠太阳能和可再生能源；其次是电费上涨问题；再次是水资源消耗（闭环水冷与非闭环水冷）；还有噪音污染和视觉美观问题，因为这类建筑通常建得非常难看。你们遇到过这些情况吗？社区是否有过这方面的反馈？
Original English **Jason Calacanis**: yeah. So maybe you could help us with it's pretty clear the economic case for you know building uh and growing and creating jobs. Take us through the list of valid concerns communities have. One of them is pollution. I'm not sure if this is running off of gas or if it's all solar and renewables. Increased electricity cost. Water closed loop versus non-clos loop. Noise pollution and aesthetics. These buildings are awfully ugly typically as created. Um, did any of those apply? Did you get any of that feedback from the community?
**Susan Bourgeois**: 当然有，这些问题在全美各地的数据中心项目里都普遍存在。针对每一个问题，在路易斯安那州，我们都有一个至关重要的先决条件：**不能给当地电网的纳税人/用电户（ratepayers）带来负担**。 关于水资源，在里奇兰堂区的这个特定项目中，采用的是**闭环系统**（closed-loop system）。在选址阶段，Meta 就非常审慎地确定了该地块具备完全自给自足的能力，绝不会对当地居民的水井或地下水系造成抽吸枯竭。 至于电力供应，我们州拥有丰富的天然气资源，同时也布局了核电。我们正在与公用事业公司以及大型负荷用户紧密合作，推进“自带电力/表后供电”（bring your own power）的模式。如果是引入可再生能源，那就必须确保能平抑峰谷波动；同时要保证新建的发电基础设施不仅能支撑项目本身，还要通过在当地增加新的发电厂来增强整个电网的韧性，实现电网的净增益。因此，在我们的框架下，这些关切都得到了精准的解决。
Original English **Susan Bourgeois**: Sure. And they apply, you know, across the country on all these sites. For each of those, for us in Louisiana, it was important number one, no impact to the ratepayer, right? Um on water, with this particular site, it is a closed loop system. Um they determined very carefully on the front end in the location that they have that it is self-sustaining and will not pull the wells down from the community. Um, as for power, we are a gasrich state, obviously nuclear. Um we are working, you know, with the utilities and with the large load users to bring your own power. If you're going to bring in renewables, make sure you can peak shave that and make sure that we're putting more generation on the grid to benefit the grid overall by putting new power plants. So, yes, all of those things are answered in the framework.
**David Sacks**: 抱歉，但刚才杰森提到了民调，声称有 80% 的人反对数据中心。
Original English **David Sacks**: Sorry, but Jason mentioned that data centers poll at 80% negative.
**Jason Calacanis**: 在很多社区确实如此。
Original English **Jason Calacanis**: In many communities.
**David Sacks**: 80%？我从来没见过哪个议题的反对率能达到 80%。这听起来像是媒体制造出来的叙事。
Original English **David Sacks**: 80% I've never heard of anything polling at 80% negative. That sounds like a media fabricated narrative.
**Jason Calacanis**: 不，不，不。实际上这不是新闻媒体的炒作，Sacks，这些都是事实。事实就是，当数据中心去很多地方申请规划许可时，社区居民都会出席听证会并高呼：“我们不要这个，因为我们的电费翻倍了。”
Original English **Jason Calacanis**: No, no, no. Actually, it's not journalism. Actually, what it is is it's facts, Saxs. These are the facts. The fact is when they go for permitting in many places the community shows up and they say, "We don't want this because our electricity bills are doubling."
**David Sacks**: 但在路易斯安那州的情况并非如此。
Original English **David Sacks**: But not in Louisiana.
--- ### 国家安全视角与全美劳动力短缺 **David Sacks**: Dina，这个问题是提给你的。你曾担任副国家安全顾问，所以也许你可以从这个角度来回答。如果美国因为各种繁文缛节、环境阻挠主义和地方邻避主义（NIMBYism）而无法建设这些数据中心，而中国却在全速推进建设，这难道不会成为一个重大的**国家安全危机**吗？
Original English **David Sacks**: This is a question for you. You used to be the deputy national security adviser. So answer this maybe through that lens. If America can't build these data centers because of red tape, environmentalism,ism, and China builds them, isn't that a huge national security crisis?
**Jason Calacanis**: 这正是萨提亚刚才提到的观点。
Original English **Jason Calacanis**: That's what Satya said.
**Dina Powell McCormick**: 当然。首先我认为杰森提出的那些问题是非常切中要害且合理的关切。而且我认为——正如我们在 Meta 所坚信的——我们不仅要成为当地出色的商业合作伙伴，更要成为负责任的社区好邻居。因此，无论是通过闭环系统解决水资源问题、承诺实现净零排放，还是支持当地学校，这些都必须落到实处。 但是 Sacks，你说得完全正确。在宏观层面，这确实关系到美国的国家安全。我们必须赢得这场人工智能竞赛。如果我们无法建立起支撑先进计算的基础设施，我们就会输掉这场比赛。 但同时，微观层面也同样关键。因为当我们与像苏珊和谢尔顿这样的地方领袖站在一起时，你会发现这其实是一项关乎全美普通民众的政策——它切实改变了那些往往被科技行业遗忘的社区。科技公司过去往往只扎堆在沿海发达地区。 现在，我们面临的巨大挑战——也是我想特别向谢尔顿致敬的原因——在于**熟练技术工人**的短缺。我们不仅需要资本投入，更需要能把数据中心真正建起来的人。所以，我们能不能放一段关于我们与谢尔顿合作项目的短视频？
Original English **Dina Powell McCormick**: Sure. Well, I think first the questions that Jason raised are really legitimate questions. And I think and we at Meta believe not only do we want to be great partners, we want to be great neighbors. And so whether it's the closed loop system with water, being net zero, supporting schools. But Saxs, you are totally right. On the macro level, it is a national security issue. We have to win the AI race. If we don't have the infrastructure that builds the advanced compute, we lose. But the micro is what's really important because when you're standing with Susan and Sheldon, this is an American policy that is changing communities that often were left behind by tech, which was always on the coast. And now the real challenge we have and why I really want to credit Sheldon is we don't have enough skilled workers. We don't have enough people to build these data centers. And so, can we run just a quick video on the program we did with Sheldon?
**Jason Calacanis**: 当然可以。
Original English **Jason Calacanis**: Yes.
**Dina Powell McCormick**: 谢谢大家！
Original English **Dina Powell McCormick**: Thank you guys.
**Susan Bourgeois**: 谢谢。
Original English **Susan Bourgeois**: Thank you.
**David Sacks**: 谢谢你们。
Original English **David Sacks**: Thank you.
**David Friedberg**: 谢谢。
Original English **David Friedberg**: Thank you.
**Chamath Palihapitiya**: 谢谢。
Original English **Chamath Palihapitiya**: Thank you.
**Jason Calacanis**: 感谢你们的到来，非常感谢。
Original English **Jason Calacanis**: Thanks for coming. Appreciate it.
--- ### 电工与技工培训学院：打破人才瓶颈 **Dina Powell McCormick**: 刚才在后台，全美各地的官员还在给你打电话，比如其他州的代表都在问：“这是真的吗？你们是怎么做到的？”
Original English **Dina Powell McCormick**: calling you from across the country like other states saying, "Is this real? How are you guys doing it?"
**Sheldon Jones**: 从历史上看，作为乡村学区，我们面临的最大挑战之一就是：我们最优秀、最聪明的青年才俊在高中毕业后往往会选择离开。他们前往大城市去追逐更好的前程。而我们与 Meta 合作启动的这项计划，为我们当地的年轻人提供了一个留在本地的切实理由。他们不需要背井离乡就能获得高薪且体面的工作。 我们与当地工会以及承包商合作，开设了为期四周的高强度技能培训课程。年轻人可以直接进入这个培训项目，在培训期间就能拿到薪资。培训结束后，他们可以考取专业技术认证，直接走上数据中心工地的电工、暖通和基建岗位。不仅如此，他们还能拿到丰厚的报酬，甚至在很年轻的时候就能年薪突破 10 万美元。这彻底扭转了我们社区几十年来的“人才流失”困境。
Original English **Sheldon Jones**: So, historically, one of the challenges we've had as a rural school system is that our best and our brightest students leave once they graduate from high school. They go off to bigger cities for better opportunities. And what this program that we partnered with Meta on has done is given our kids a reason to stay. They don't have to leave home to get high-paying, quality jobs. We partnered with local labor unions and contractors to set up a four-week intensive training academy. Kids can enter this program, get paid while they learn, graduate with industry certifications, and go straight to work on the data center site as electricians, HVAC technicians, and builders. Not only that, but they are making incredible wages, sometimes over $100,000 a year at a very young age. It has completely reversed the brain drain that our community suffered from for decades.
**学员/教师**: 非常感谢，这太棒了。
Original English **Trainee/Teacher**: Thank you very much. Yeah, that was great. Fantas Thank you so much. Appreciate that.
**培训学员 A**: 我一直想做出一番大事业。我知道这就是我所需要的绝佳机会。
Original English **Trainee A**: I've always wanted to do something big. I know that this is the program that I need.
**培训学员 B**: 为了让前沿科技不断向前发展，我们必须建立起坚实的底层基础设施。Meta 正在这里大展身手。
Original English **Trainee B**: In order for a lot of technology to advance, we need the infrastructure. Meta is doing it.
**培训导师**: 你即使没有任何相关工作经验也可以加入这个项目。在完成为期四周的系统化培训后，你就能掌握扎实的实用技能。
Original English **Instructor**: You can come into the program with no prior experience after you finish your four weeks, you're certified.
**培训导师**: 看到有一群学员如此认真地对待这次机遇，全力以赴地投入学习，真的令人非常欣慰。
Original English **Instructor**: To have a group of students who are taking the opportunity serious and are doing it.
**培训导师**: 一旦他们顺利完成我们的课程，摆在他们面前的职业道路将极其广阔。
Original English **Instructor**: Once they're able to finish our course, there's so many different paths that they can go down.
**培训学员 C**: 我觉得这将改变世界。我已经准备好大干一场了！
Original English **Trainee C**: I feel like it will change the world. I'm ready to work.
--- ### 带薪培训模式与全美电工缺口 **Jason Calacanis**: 你刚才在后台跟我讲了一个故事。
Original English **Jason Calacanis**: you were telling me a story backstage.
**Dina Powell McCormick**: 是的。即便在我们在路易斯安那的这个项目中，面临的核心痛点之一就是我们根本招不到足够的**电工**。我们在现场需要 2,000 名电工，但全州范围内的电工数量都远远不够。全国各地的科技公司和同行们都面临着一模一样的问题。 谢尔顿跟我说：“我们这里有的是非常勤奋、积极向上的年轻人，但他们缺少一条通往职业技能的途径。”于是我们联合**国际电气工人兄弟会**（IBEW）和工会组织，共同打造了这个名为“**Meta 技能学院**”（Meta Hardhat Academy）的项目。这个项目不仅面向高中毕业生，也向所有人开放。 我们原本预计第一期招募 400 人。结果你知道发生了什么吗？报名申请一开启，我们收到了整整 **40,000 份申请**！这充分说明美国民众极度渴望获得有尊严的高薪工作。这不仅解决了 Meta 的用工荒，也为整个地区培养了宝贵的专业技能人才。
Original English **Dina Powell McCormick**: So, um, even in our site in Louisiana, one of the issues is that we just can't find enough electricians. We need 2,000 electricians on-site, and there just aren't that many in the entire state. And all of our peers across the country are facing the exact same thing. And Sheldon said to me, "Look, we have incredible hardworking kids, but they don't have a pathway." So we worked together with the IBEW and the unions to create this Meta Hardhat Academy. It's open not just to high school graduates, but to anyone. We thought maybe we'd get 400 applicants. Well, 40,000 people applied. That tells you how hungry Americans are for great, high-paying jobs. It solves our bottleneck, but it also lifts up the entire region with technical skills.
**Dina Powell McCormick**: 而且我们的项目学员留存率高达 **90%**。进入这些合同岗位的学员，起薪就能达到每小时 30 到 40 美元，并且拥有明确的晋升通道，薪资很快就能达到六位数（10 万美元以上）。
Original English **Dina Powell McCormick**: and we have a 90% retention rate. So people that are getting into these contracting positions start at $30 to $40 an hour with a pathway to six figures very quickly.
**Chamath Palihapitiya**: 要把这种培训项目推广开来，需要消耗多少资产负债表资本？
Original English **Chamath Palihapitiya**: How much uh balance the big how much balance sheet capital does it take to get to this point?
**Dina Powell McCormick**: 我们大家都在积极推进这项工作。事实上，我最近刚刚与 Alphabet 的**露丝·波拉特**（Ruth Porat）交流过。科技行业必须联手解决这一全行业面临的供应链与人才短缺难题。这不仅仅是资金投入的问题，更在于整合工会、政府与教育机构的体系化能力。
Original English **Dina Powell McCormick**: You know all of us are working on this. In fact, I just talked to Ruth Porat at Google. The tech industry has to come together to solve this supply chain and labor constraint. It's not just a capital issue, it's an institutional alignment with unions, state governments, and school boards.
**David Friedberg**: 你们打算如何扩大招生容量？有 40,000 人申请，但你们目前只招录了几百人。
Original English **David Friedberg**: How do you how do you expand the capacity? So there's 40,000 that applied, but you're only taking a fraction?
**Dina Powell McCormick**: 是的。
Original English **Dina Powell McCormick**: Yeah.
**David Friedberg**: 还有 39,600 人被挡在门外……
Original English **David Friedberg**: That's 39,600 that...
**Dina Powell McCormick**: 确实如此。我们才刚刚启动了 4 个月，现在我们不断接到来自全美各州州长和地方学区的电话，他们都在询问能否将这套模式复制到他们的州。我们正在积极评估如何在 Meta 的所有数据中心园区乃至整个行业内进行规模化推广。
Original English **Dina Powell McCormick**: Yeah. And and and we started 4 months ago and now uh we're literally getting calls from governors and school districts all over the country asking to license or replicate this model. We are looking at how to scale this across all Meta data center footprints and across the industry.
**Chamath Palihapitiya**: 如果没有你们在背后提供资金兜底，为什么这类技能培训在市场机制下会如此昂贵且难以推行？
Original English **Chamath Palihapitiya**: Why why is it so expensive outside of you guys basically backstopping this to get people through?
**Dina Powell McCormick**: 我认为我们实现的关键突破在于：**我们在培训期间为学员发放全额薪水**。传统培训最大的痛点是，普通工人根本无法承担辞去现有工作、在零收入状态下脱产学习一个月的经济压力。当我们解决了他们在培训期间的生活顾虑后，整个生源大门瞬间被彻底打开了。
Original English **Dina Powell McCormick**: I think the thing that we unlocked is that we actually pay during the training week. In traditional vocational training, people cannot afford to take a month off without an income to get certified. By backstopping their wages during the training, we unlocked an entirely new pipeline of talent.
--- ### 犀利交锋：青少年社交媒体与算法监管 **Jason Calacanis**: 你们能创造这些就业岗位固然很棒，因为随着 AI 的飞速演进，这些蓝领和工程岗位至关重要……
Original English **Jason Calacanis**: It's great that you have these jobs because with AI progressing so quickly, these physical jobs are essential...
**Dina Powell McCormick**: 杰森，你的 Meta 智能眼镜戴在哪儿呢？我特意送了你一副……
Original English **Dina Powell McCormick**: Where are your metagasses, Jason? I gave you such...
**Jason Calacanis**: 就放在我的包里，就在我的背包里！我带来了，真的带来了。
Original English **Jason Calacanis**: They're right here on the bag. I right in my backpack. Uh they're they're No, they're in my backpack.
**Jason Calacanis**: 你们在数据中心和就业方面的努力确实令人印象深刻。但是你之前跟我说，希望我在提问时投一个“快速球”（直面尖锐问题），还是说……
Original English **Jason Calacanis**: this effort is truly impressive. But you said you wanted me to do a fast ball or...
**David Sacks**: 她可没这么说。JCal，别编造了。
Original English **David Sacks**: She didn't say that. Jal,...
**Jason Calacanis**: 她亲口要求我至少提一个尖锐的“快速球”问题。
Original English **Jason Calacanis**: she literally asked me for at least one one fast....
**Chamath Palihapitiya**: JCal 的快速球，得了吧……
Original English **Chamath Palihapitiya**: Jal fast ball. Uh,...
**Jason Calacanis**: 你确实说过的。好吧，那在提问前我就全抛温和的“软球”吧。
Original English **Jason Calacanis**: you did. Okay, so we'll just keep it all softball before you ask question. Please...
**Dina Powell McCormick**: 问吧，杰森。
Original English **Dina Powell McCormick**: Go ahead, Jason....
**Jason Calacanis**: 不不不，既然其他几位主持人更喜欢温和的问题，那我们就提软球吧。
Original English **Jason Calacanis**: No, no, no. We can just go. We'll go softballs. The boys prefer. Go ahead. Go ahead.
**David Sacks**: 难怪大家管他叫假新闻制造者。
Original English **David Sacks**: and they wonder why they call him fake news....
**Jason Calacanis**: 不，我的数据没有错。我很乐意聊聊 Meta 眼镜……
Original English **Jason Calacanis**: Um uh no I I I numbers are wrong. I'm I'm happy to talk about the meta glasses i...
**David Sacks**: 去读你的有效利他主义吧。
Original English **David Sacks**: I'm so glad go read your effective altruism....
**Dina Powell McCormick**: 我其实非常高兴你问到这个问题……
Original English **Dina Powell McCormick**: I'm actually really glad you asked me about it because...
**Jason Calacanis**: 让我把问题问完。你可能没有直接负责这块业务，但我想深入探讨一下。当前全美和全球社会面临的最大挑战之一，就是**社交媒体对青少年的心理影响**。Meta 最近宣布了一系列重大举措：推出**青少年账户**（Teen Accounts），默认将 18 岁以下用户的账户设置为私密，限制敏感内容，并引入更严格的家长监督工具。 批评人士认为，这些举措是在面临多州总检察长诉讼和国会监管重压下才被迫做出的迟到反应；而支持者则认为这是行业最具建设性的安全变革。作为曾经的高级公职人员和如今的 Meta 核心领导层，你如何看待科技公司在算法推荐、多巴胺循环与未成年人保护之间的根本责任？
Original English **Jason Calacanis**: yeah well no let me finish the question. You you may not be directly responsible for this, but um so uh I'm going to lean in now so to speak. Um the the real I think challenge and conversation in society is the impact of social media and algorithms on teens and mental health. Meta just announced Teen Accounts, defaulting minors to private, restricting sensitive content, and adding parental controls. Critics say this is only happening because of lawsuits from dozens of attorneys general and congressional pressure, while supporters say it's a huge step forward. How do you view Meta's responsibility when balancing engagement algorithms with teen mental health?
**Dina Powell McCormick**: 呃，我完全不同意你问题中的绝大部分前置假设。
Original English **Dina Powell McCormick**: Um well I totally disagree with basically every single premise in your question....
**Jason Calacanis**: 没关系，数十亿美元的诉讼和解与监管风暴说明了问题的存在。
Original English **Jason Calacanis**: Totally fine. billion dollar settlement says otherwise....
**Dina Powell McCormick**: 轮到我发言了吗？还是你的 10 分钟长篇大论还没结束？好的。我完全不同意你所谓的“我们是被迫做出改变”的论调。 我加入 Meta 只有八个月时间，此前在董事会任职了一年。我可以非常坦诚地告诉大家，因为我每天都与**马克·扎克伯格**（Mark Zuckerberg）以及整个工程团队紧密合作——未成年人安全始终是公司投入最高、优先级最前置的工程重点。 我们投入了数千名工程师和数十亿美元打造安全防护机制。这次推出的**青少年账户**，不仅是默认开启最高级别的隐私防护，还限制了晚间的通知推送，限制了来自陌生人的私信，并且为家长提供了最高权限的监督工具。我们坚信，给家长赋权、让家庭拥有掌控权，才是解决这一问题的最根本路径。
Original English **Dina Powell McCormick**: Do I get to speak or are you done with your 10-minute question? Um, okay. I totally reject the idea that this is just reactive. I've only been there eight months. I was on the board for a year and I can tell you cuz I work with Mark Zuckerberg and the engineering team every single day: safety and teen well-being have been the number one priority. We have thousands of engineers and billions of dollars dedicated to this. What we just rolled out with Teen Accounts sets default private settings for anyone under 18, limits messaging from people they don't follow, turns on sleep mode at night, and gives parents full supervisory control. We believe empowering parents is the single most effective way to address this.
--- ### 家长控制、平台责任与应用商店立法 **Chamath Palihapitiya**: 100% 赞同。
Original English **Chamath Palihapitiya**: 100% yes....
**Dina Powell McCormick**: 谢谢。
Original English **Dina Powell McCormick**: Thank you....
**Jason Calacanis**: Chamath，你认为这种未成年人保护机制应该强制在所有平台普遍推行，还是由各家自愿执行？
Original English **Jason Calacanis**: Do you think do you think it should be universal chimoth or do you think it should be voluntary?
**Chamath Palihapitiya**: 它本来就应该是系统级的。当然家长可以手动覆盖这些设置，但现在我们的应用程序在默认状态下就已经执行严格保护了。
Original English **Chamath Palihapitiya**: Well, it is meaning obviously a parent can override it but our app actually just...
**Dina Powell McCormick**: 显然应该赋权给家长。说来很有意思，我上周末在得克萨斯州，参加得州大学对阵俄亥俄州立大学的橄榄球赛。在那里，很多家长走到我面前说：“谢谢你们推出的青少年账户功能，这终于让我们在管理孩子的屏幕使用时有了抓手。”
Original English **Dina Powell McCormick**: Obviously a parent. It's funny. I was in Texas this weekend at the Texas uh Ohio State game. Parents were coming up to me saying, "Thank you for the Teen Accounts, it actually gives us the tools to manage what our kids are doing."
**Chamath Palihapitiya**: 我觉得这非常不可思议。我记得以前和孩子们一起吃晚饭时，必须时刻盯着他们的手机……
Original English **Chamath Palihapitiya**: I think I think it's incredible. I remember just being with my kids at the dinner table and having to police every screen...
**David Friedberg**: 那是什么感觉？
Original English **David Friedberg**: what's that?...
**Chamath Palihapitiya**: 你就像是直接想把手机扔掉，根本管不过来。
Original English **Chamath Palihapitiya**: You're like just leave it off. You don't care....
**David Sacks**: 根本原因在于，对于家长来说，这就像是在玩“打地鼠”游戏（whack-a-mole）。
Original English **David Sacks**: The reason is as a parent it's whack-a-ole....
**Dina Powell McCormick**: 没错。
Original English **Dina Powell McCormick**: Yeah....
**David Sacks**: 因为内容是在所有这些应用平台之间联合分发的。这就是为什么 Meta 提出的解决方案实际上是非常有逻辑的：应该由操作系统层面（比如苹果的 **iOS** 和谷歌的 **Android** 应用商店）在下载环节进行集中的年龄验证与家长许可确认。
Original English **David Sacks**: Because the content is syndicated across all these platforms. And that's why what Meta has proposed is actually very sensible: age verification and parental consent should happen at the app store level—at Apple and Google's operating system level.
**David Sacks**: 否则对家长来说就是无休止的打地鼠，你必须逐个去配置几十个不同的 App，这简直变成了一份全职工作。
Original English **David Sacks**: So it is this whack-a-ole problem for parents and you you it's a full-time job to manage 50 different apps individually.
**Jason Calacanis**: Sacks，你在管理孩子手机使用方面非常严格。
Original English **Jason Calacanis**: Zach, you're very active managing your kids mobile phone usage....
**David Sacks**: 是的。你有几个孩子？
Original English **David Sacks**: Yeah. How many do you have?...
**David Sacks**: 听着，我认为新的默认保护机制确实更好。想想诉讼背后那些原告律师的狂欢，我们必须承认，很多针对科技公司的诉讼本质上是一场带有敲诈性质的寻租狂欢。政客和原告律师为了攫取数十亿美元的利益，不断向科技公司发难。
Original English **David Sacks**: Look, I um I I think the new defaults probably are better. I mean, just thinking about the trial lawyers—let's acknowledge there is a bit of a shakedown game going on with these massive lawsuits where politicians and trial lawyers want billions of dollars.
**Jason Calacanis**: 难道不是为了督促企业做出改变吗？
Original English **Jason Calacanis**: and the trial lawyers the trial lawyers money I thought....
**David Sacks**: 是的，所以我们应该把法律责任理顺，让家长能够在操作系统层面一键完成设置，而不是让每个软件重复造轮子。
Original English **David Sacks**: Yeah. So, so let's just acknowledge that there is a little bit of a shakeddown going on, and we should just make it as easy as possible for the parents to do it at the OS level.
**Jason Calacanis**: Dina，你能……
Original English **Jason Calacanis**: Dina, can you...
**David Sacks**: 在立法层面，联邦政府应当通过针对应用商店（App Store）的统一立法。
Original English **David Sacks**: and we should just make it as easy as possible for the parents to do it. And in terms of legislation, Congress should mandate app store verification.
**Dina Powell McCormick**: 我很高兴我们能就此展开深入讨论。我认为核心问题在于，科技的发展速度远远超出了立法和监管的步伐。但作为一家平台，我们不会等待立法的出台才采取行动，我们必须主动在产品端走在前面。
Original English **Dina Powell McCormick**: I mean that is I'm glad we're having this discussion. Um I I think the issue for all of us is that technology moves faster than regulation. But we are not waiting for legislation; we are implementing these product changes proactively.
--- ### Ray-Ban Meta 智能眼镜：AI 的终极物理形态 **Chamath Palihapitiya**: 让我沿着你刚才所说的继续展开。刚才萨提亚也探讨了这一点。我想聊聊智能硬件与 AI 载体的结合。
Original English **Chamath Palihapitiya**: Let me build on what you were saying with the statement. Um, and we Satia talked about this. I think...
**Chamath Palihapitiya**: 这到底会如何深刻影响 Meta 未来的产品决策？大家都在关注硬件交互界面的终极演进。
Original English **Chamath Palihapitiya**: which was my point is how does it inform product decisions going forward? You go to hardware and new form factors.
**Dina Powell McCormick**: 我不想做过多空泛的预测，我想向大家展示并聊聊这个具体的产品——**Ray-Ban Meta 智能眼镜**。
Original English **Dina Powell McCormick**: You know I don't want to speculate. I I want to talk about this this this this actual device right here: our Ray-Ban Meta smart glasses.
**Jason Calacanis**: 它们看起来非常时尚。
Original English **Jason Calacanis**: Well, they're very stylish....
**Dina Powell McCormick**: 是的。
Original English **Dina Powell McCormick**: Yeah,...
**Dina Powell McCormick**: 这款是凯莉·詹娜（Kylie Jenner）同款设计。我们对这款产品感到无比兴奋！在传统认知中，大家都觉得可穿戴科技设备往往笨重而丑陋。但我们与全球顶尖眼镜巨头**依视路陆逊梯卡**（EssilorLuxottica）合作，将真正的尖端 AI 技术、超清摄像头、开放式立体声音响与经典时尚的眼镜外观完美融为一体。 你可以直接用自然语言与它对话，它能够实时看你所看、听你所听，进行多模态交互、拍照录像、播放音乐、甚至进行实时的跨语种**同声传译**。
Original English **Dina Powell McCormick**: these are the Kylie Jenners. Um, no, actually we are so excited about this as a product. In the past, wearable tech was clunky and awkward. But through our partnership with EssilorLuxottica, we integrated cutting-edge Meta AI, high-resolution cameras, open-ear audio, and real-time multimodal capabilities directly into iconic, stylish frames. You can talk to Meta AI, ask it questions about what you're looking at, take photos, listen to music, and do real-time voice translation.
**Chamath Palihapitiya**: 实时翻译功能确实非常强大。
Original English **Chamath Palihapitiya**: That's great translation as well....
**David Friedberg**: 我能用它来实现相反的功能吗？比如把别人的声音屏蔽掉……
Original English **David Friedberg**: Can I do the opposite when I'm...
**Jason Calacanis**: Chamath，很有意思，Dina 提到了这个。
Original English **Jason Calacanis**: Shimath? It's interesting Dina. It's interesting you bring this up Dina....
**David Friedberg**: 有些人说话我真不想听，希望能多过滤一下。
Original English **David Friedberg**: Great people I talk to. I'd like more of that....
**Jason Calacanis**: Chamath 刚才还在跟我说，他特意买了苹果最新的 AirPods，就是为了降噪功能。
Original English **Jason Calacanis**: Shimath is just telling me he got the new Apple AirPods 5 specifically because of noise cancellation.
**Chamath Palihapitiya**: 没错，我想要反向功能，把不想听的过滤掉。
Original English **Chamath Palihapitiya**: The opposite. want the opposite feature....
**Dina Powell McCormick**: 你不仅能主动收听，还能专注于你关心的声音。但让我告诉你为什么你错了，而我是对的。
Original English **Dina Powell McCormick**: You can actually tune in. But let me tell you why you're wrong and I'm right. Okay?
**David Sacks**: 顺便说一句，做这类前沿硬件产品，不管你怎么做都会面临外界的挑刺。
Original English **David Sacks**: By the way, with with these products, you're, you know, you're you're damned if you do, damned if you don't.
**Dina Powell McCormick**: 太真实了。
Original English **Dina Powell McCormick**: So true....
**Jason Calacanis**: Dina，在我们结束前，我想稍微转向 AI 算力的话题……
Original English **Jason Calacanis**: Dina, can you Sorry, I just wanted to move to AI for a second before...
**Chamath Palihapitiya**: 不，我想先聊完眼镜这个话题。这款产品展现出了极强的用户复购与高频黏性。
Original English **Chamath Palihapitiya**: No, I want to finish on this. So like so but but but it has this kind of recurrence and utility.
--- ### 无障碍赋能、退役军人与日常真实场景 **Dina Powell McCormick**: 这正是为什么我们所有的行业同行都在全力以赴研发智能硬件的原因。但更让我深受触动的，是我们在现实生活中看到的那些充满温度的真实案例。 比如视障人士和盲人群体，通过佩戴我们的智能眼镜，**Meta AI** 可以实时向他们描述周围的物理世界：“前面三步有一级台阶”、“右手边有一家咖啡馆”、“餐桌上左侧放着水杯”。这项技术彻底改变了他们的独立生活能力。
Original English **Dina Powell McCormick**: the reason so many people are are working I mean all of our peers are working on this. But what moves me most are the human use cases. For the visually impaired and blind community, wearing these glasses with Meta AI allows the assistant to narrate the world to them in real time: reading signs, describing obstacles, identifying objects. It has completely restored independence for so many people.
**Dina Powell McCormick**: 还有一位患有听力障碍的用户告诉我，他戴着眼镜去教堂，眼镜的镜片能够将布道词和经文实时转化为文字投影在视野中，他说他生平第一次完整跟上了全场的礼拜。
Original English **Dina Powell McCormick**: I took them to church. They have the scriptures on the screen in front. I've never been able to follow along like that before, as one user told us.
**Dina Powell McCormick**: 就在几天前的 9 月 11 日，我们与一批退役伤残军人交流。看着这些非凡的军人，我们除了由衷地说声“谢谢”之外，更看到了技术对他们肢体康复与日常生活的巨大辅助价值。
Original English **Dina Powell McCormick**: Seeing these extraordinary servicemen and women, all we've been saying is thank you. Thank you. We don't realize how much these tools can help wounded veterans navigate their daily routines and regain autonomy.
**Chamath Palihapitiya**: 克里斯·斯台普顿（Chris Stapleton）是最棒的歌手。
Original English **Chamath Palihapitiya**: Chris Stapleton's the best....
**Dina Powell McCormick**: 他前几天也来加入了我们。正是这些真实而鲜活的落地场景，让我们为这款产品感到无比自豪。
Original English **Dina Powell McCormick**: He he came and joined us. It was actually on 911 and uh just a couple days ago. So, we're seeing these kinds of use cases, of course, that we're incredibly proud of.
**David Sacks**: 哇。
Original English **David Sacks**: Wow....
**Dina Powell McCormick**: 因此，看到这些多元化的应用场景不断涌现，我们对未来充满了信心。
Original English **Dina Powell McCormick**: So, we're seeing these kinds of use cases, of course, that we're incredibly proud of.
--- ### 眼镜硬件生态与未来三年终局之战 **David Friedberg**: 我想是 AI 的突破真正释放了眼镜这种产品形态的潜力。眼镜作为人类最自然的视听传感器载体，逻辑非常通顺。
Original English **David Friedberg**: I guess AI AI creates the unlock for the glass form factor. That makes a lot of sense because it shares your exact point of view.
**David Friedberg**: 你认为眼镜会成为大多数人日常使用 AI 最主要的硬件载体吗？
Original English **David Friedberg**: is that the form factor that you think kind of gets AI in a prevalent way for most people?
**Dina Powell McCormick**: 我相信未来会出现各种各样的硬件产品形态。但从马克·扎克伯格和我们的工程团队身上我学到的是：**眼镜是最理想的载体**。因为你不需要低头看手机屏幕，它不会打断你与周围世界的互动，而是让你在保持与现实世界面对面连接的同时，无缝调用超级人工智能的能力。
Original English **Dina Powell McCormick**: I'm I'm sure there will be many products. I mean I I think what I have learned from Mark and our engineering team is that glasses are the ultimate form factor because they allow you to remain present in the physical world without looking down at a screen, while bringing the full power of ambient AI directly to your eyes and ears.
**Jason Calacanis**: 我记得 Meta 是雷朋母公司陆逊梯卡的少数股权股东对吧？还是战略深度合作？
Original English **Jason Calacanis**: I think you're a minority owner of Rayban. No. Or of looks like the broad partnership...
**Dina Powell McCormick**: 我们建立了深厚的长期战略伙伴关系。我认为这就是为什么大家应该重新审视智能眼镜这个品类——它已经彻底告别了早期极客玩具的阶段，真正走入了大众消费市场。
Original English **Dina Powell McCormick**: I think that's why people should reconsider these, you know, as a product category. It has moved from an awkward niche to a genuine mass-market consumer device.
**Jason Calacanis**: 确实如此。
Original English **Jason Calacanis**: Yeah....
**David Friedberg**: 你长期佩戴并深度使用它们，所以你深谙其中的变革。
Original English **David Friedberg**: You've used them a long time though, so you really know....
**Chamath Palihapitiya**: 以前智能眼镜最大的问题是电池续航极差、音频保真度低、画质粗糙，根本无法日常使用；而这一代产品彻底解决了这些硬件瓶颈。
Original English **Chamath Palihapitiya**: Yeah. The batteries, the battery problem, the fidelity just they didn't work and now they actually work flawlessly.
**Jason Calacanis**: Dina，聊到上周末 Anthropic 首席执行官**达里奥·阿莫代**（Dario Amodei）发表的长篇万字论文《恐怖与希望的机器》（Machines of Loving Grace），业内有传闻讨论未来几年 AI 模型的指数级跃迁以及对算力基础设施天文数字般的需求。你在政府和顶级科技公司都有最高决策层的经验，你如何看待未来三到五年的 AI 发展终局？
Original English **Jason Calacanis**: Dina, just talking about the Dario's essay this weekend, there was a report, but it was unverified talking about the massive compute scaling and where this is going. Having sat in both the highest levels of government and now leading Meta, what is your perspective on the next 3 to 5 years?
**Dina Powell McCormick**: 当然。首先，我非常赞同萨提亚刚才阐述的很多核心观点。我们正处于技术范式转移的临界点。这不仅是一场算力军备竞赛，更是对人类生产力、医疗科研、教育平权和经济结构的重塑。 正如我开场时所言，**接下来的三年将决定整个时代的格局**。要赢得这场竞争，美国不仅需要最聪明的算法科学家，更需要强大的能源保障、坚韧的物理基础设施、能够承载超级计算的数据中心，以及数以万计像我们在路易斯安那州培养的熟练技工。 Meta 坚信开源生态与开放计算的力量。我们将继续通过 **Llama** 推动前沿大模型的普惠化，同时扎扎实实地在全美乃至全球夯实物理基建，让 AI 真正赋能每一个普通人、每一个乡村社区和每一个家庭。
Original English **Dina Powell McCormick**: Sure. Well, first I I really agree with a lot of what Satcha said. I mean, the transformation in front of us is historic. It's not just a race of algorithms; it's a complete remaking of productivity, medicine, education, and economic mobility. As I said at the beginning, the next three years could be the whole game. To win this, America needs not just the smartest AI researchers, but the power generation, the physical infrastructure, the massive data centers, and tens of thousands of skilled American workers like the ones we're training in Louisiana. At Meta, we believe deeply in open source and open compute. We're going to continue democratizing frontier AI through Llama, while building the foundational physical infrastructure to ensure this technology lifts up every community, every school, and every family.
**Jason Calacanis**: 就在几周前我们还在深入讨论这些。Dina，你的肩上肩负着沉甸甸的使命。非常感谢你在百忙之中来到 All-In 峰会，与我们分享如此深刻的洞见！
Original English **Jason Calacanis**: just a few weeks ago. Well, Dina, you've uh got a lot on your plate. We really appreciate you taking the time to be here at the All-In Summit.
**Dina Powell McCormick**: 非常感谢大家！非常感谢！谢谢大家！
Original English **Dina Powell McCormick**: Thank you guys so much. Thank you so much. Thank you. You're welcome. That was great.