《经济学人》2万亿估值前夜！Anthropic突然喊停AI研

共 1 集

剧集目录

集	标题	时长
P1	《经济学人》2万亿估值前夜！Anthropic突然喊停AI研	8:07

P1 · 《经济学人》2万亿估值前夜！Anthropic突然喊停AI研发 [C1] p01 原声 (P1)

《经济学人》2万亿估值前夜！Anthropic突然喊停AI研发 [C1] p01 原声 (P1)

发布于 2026-09-22 · 时长 8:07

字幕摘录

时间	英文	中文
0:06	AI and catastrophic risk.	AI和灾难性风险。
0:09	Pressing pause.	按住暂停。
0:11	Anthropic's boss warns to slow down AI development.	Anthropic的老板警告要放慢AI的开发速度.
0:15	What about that $2 trillion IPO?	那两万亿的IPO呢?
0:20	For all its five and a half years of existence, Anthropic has grappled with the tension between	在其存在的五年半时间里,Anthropic一直在努力解决彼此之间的紧张关系。
0:26	building artificial intelligence safely and making enough money to push forward the frontier	建立安全的人工智能赚到足够的钱推进边境
0:31	of research.	研究内容。
0:33	On September 12th, that tension came to a head.	9月12日,这种紧张情绪一触即发.
0:37	Dario Amadei, AI实验室老板,
0:40	called on the industry to slow the pace of AI development, just as his firm was believed	要求业界减缓AI的开发速度,正如他的公司被认为

展开字幕全文（118 条）

序号	英文	中文
1	AI and catastrophic risk.	AI和灾难性风险。
2	Pressing pause.	按住暂停。
3	Anthropic's boss warns to slow down AI development.	Anthropic的老板警告要放慢AI的开发速度.
4	What about that $2 trillion IPO?	那两万亿的IPO呢?
5	For all its five and a half years of existence, Anthropic has grappled with the tension between	在其存在的五年半时间里,Anthropic一直在努力解决彼此之间的紧张关系。
6	building artificial intelligence safely and making enough money to push forward the frontier	建立安全的人工智能赚到足够的钱推进边境
7	of research.	研究内容。
8	On September 12th, that tension came to a head.	9月12日,这种紧张情绪一触即发.
9	Dario Amadei, AI实验室老板,
10	called on the industry to slow the pace of AI development, just as his firm was believed	要求业界减缓AI的开发速度,正如他的公司被认为
11	to be on the verge of launching what may be the biggest initial public offering or IPO of all time.	即将推出有史以来最大的初始公开提议或IPO。
12	His call for a slowdown, supported by other bosses of AI Labs, such as OpenAI's Sam Altman	他呼吁减速,得到AI实验室其他老板的支持,如OpenAI的Sam Altman
13	and Elon Musk of SpaceX AI, followed a week in which angst about potentially catastrophic	之后一周,
14	risks from AI broke out from the echo chambers of Silicon Valley to evening news broadcasts	从硅谷的回声室到晚间新闻广播,
15	and dinner table conversations.	还有晚餐桌的对话
16	The explosion of worry was set off by warnings from researchers	担心的爆炸是由研究人员的警告引发的
17	at Anthropic that there were credible fears within the company that AI could wipe out	在Anthropic,公司内部有可信的担心 AI可以消灭
18	It is unusual, to say the least, for people within a firm to air such doomsday warnings	至少可以说律所里的人发出这种末日警告是不寻常的
19	about their most cutting-edge products in public.	他们最先进的产品公开。
20	It is doubly so when seeking to entice	当它试图诱导
21	investors to back an IPO that reportedly aims to value the company at about $2 trillion,	投资人支持一个IPO, 据报道,它旨在价值约2万亿美元的公司,
22	about as much as the 10 highest previous tech flotations added together.	大约相当于前十大技术流加在一起。
23	If the warnings	如果警告发生,
24	come true, and assuming that a few lawyers survive the calamity, Anthropic could face	假设少数律师在灾难中幸存下来,
25	what David Sacks, Donald Trump's former chief AI advisor, has called the mother of all product	大卫·萨克斯,唐纳德·特朗普的前AI首席顾问称之为所有产品的母亲
26	liability lawsuits.	责任诉讼。
27	That has led to speculation that in order to deal with the fallout, Anthropic	这导致人们猜测,为了应对后遗症,Anthropic
28	will at a minimum have to amend the confidential S1 paperwork it has filed with the Securities	将至少必须修改它向证券公司提交的S1机密文件
29	and Exchange Commission, or SEC, ahead of the IPO.	和交易委员会,或证监会,领先IPO。
30	More seriously, its underwriters	更严重的是,它的承销商
31	could reduce the valuation they hope for, or even postpone the IPO.	可能减少他们希望的估价,甚至推迟IPO.
32	Mr Altman raised	阿尔特曼先生长大了
33	the stakes on September 12th by stating in an interview with Fortune magazine that OpenAI,	9月12日,在接受《财富》杂志采访时说OpenAI
34	which has also filed paperwork for an IPO, no longer plans to list this year.	也为IPO提交了文件今年计划不再列出
35	Given everything	鉴于一切
36	happening with safety, this would right now be an ill-advised moment to go public, he said.	他说,现在这是公开发表言论的不明智时刻。
37	Mr Altman's remarks were doubtless a cheeky dig at his arch-rival.	阿尔特曼先生的话无疑是对他的拱门比赛的嘲弄
38	OpenAI 曾经有过
39	let it be known that it was unlikely to be ready for an IPO until next year, and some	让大家知道,它不太可能准备好到明年IPO,一些
40	在Anthropic的投资者,比如Altimeter Capital的布拉德·格斯特纳, 共同领导实验室
41	were quick to throw their weight behind Mr Amadei and his firm.	很快地把体重扔到阿玛迪先生和他的律所后面
42	Anthropic会IPO。
43	The	那个
44	market knows how to price risk, he posted on X.	市场知道如何定价风险, 他在X发布。
45	How quickly the firm goes public and	公司如何迅速公开
46	at what price depends on various factors.	价格取决于各种因素。
47	John Coffey 证券法专家
48	Columbia Law School, says it is not unusual for companies to amend SEC filings before	哥伦比亚法学院说,公司修改证监会的备案文件并非罕见。
49	a IPO。
50	This can be done quickly.	这一点可以迅速做到。
51	He suggests that Anthropic, which has a governance structure	他建议Anthropic,它有一个治理结构。
52	designed to prioritise safety over profit, may have already sufficiently disclosed the	旨在将安全置于利润之上,可能已经充分披露
53	risks in its S1.	风险
54	Once the SEC signs its disclosures off, that limits the firm's liability for	一旦证监会签署其披露,就会限制该公司的赔偿责任。
55	securities fraud if disaster strikes, he says.	他说,如果发生灾难,证券欺诈。
56	Product liability is a different matter, but	产品责任是一个不同的问题,但
57	Anthropic is likely to have disclosed the risks of lawsuits.	人类很可能已经披露了诉讼的风险。
58	市场可能会迫使Anthropic
59	hand, however.	不过,手。
60	The firm will want to see how the furore affects the share prices of listed	公司会想看看股权如何影响上市的股价
61	AI firms over the coming days, Mr Coffey says.	Coffey先生说,未来几天里 AI公司会来
62	If AI is under a deep dark cloud and the sector	如果AI在深黑的云层之下
63	as a whole suffers, that may prompt a serious rethink about the IPO.	这可能会引发对IPO的认真反思。
64	A modest fall in stock	库存略有下降
65	prices might not set the flotation back for long.	价格可能不会使浮动回落很长时间。
66	Supporters of Anthropic say Mr Amadei's	Anthropic的支持者说阿玛迪先生的
67	long history of warning about AI risks offers reassurance.	关于AI风险的警告历史悠久,提供了保证。
68	In an essay published on September	在9月发表的一篇论文中
69	12, Anthropic's boss said the triggers for the latest outpouring of concern were twofold.	12,Anthropic的老板说,引发最新关注的导火索有两个.
70	First, AI's capabilities are compounding faster than the industry's understanding of how to	首先,AI的能力比业界对如何实现
71	control them.	控制他们
72	That, he wrote, is primarily because of AI's growing ability to build the	他写道,这主要是因为AI的不断增强的建设能力。
73	next generation of AI.	下一代AI.
74	Second, several recent instances of rogue AI agents carrying out	第二,最近发生的几起无赖的AI特工实施
75	illegal hacks, such as the attack in July by swarms of open AI agents on Hugging Face	非法入侵,例如7月一群公开的AI特工袭击Hugging Face
76	an AI platform, could be harbingers of greater dangers to come.	一个人工智能平台, 可能是更大的危险。
77	Mr Amadei outlined several	阿马迪先生概述了若干项
78	ways in which the industry could slow the pace of AI models development to ensure their	工业如何减缓AI模型的开发速度,以确保其
79	safety.	保证安全
80	He said Anthropic would give third party evaluators the same access as its own	他说Anthropic会给第三方评估员和自己的一样的机会
81	employees to its models.	员工到它的模型。
82	They would then be able to verify safety practices and report	然后,他们将能够核查安全做法并提出报告。
83	incidents.	事故发生。
84	Mr Altman posted that open AI would do the same.	Altman先生贴出了公开的AI也会这样做。
85	Mr Amadei also proposed regulation	Amadei先生还提出了条例草案。
86	of frontier AI models in America.	美国的前沿AI模型。
87	He called for voluntary cooperation between the labs	他呼吁实验室之间自愿合作。
88	until that happens, with a legal waiver from America's government to prevent the discussions	直到这发生, 美国政府在法律上放弃阻止讨论
89	prompting antitrust concerns.	引起反托拉斯问题。
90	He also pushed for a broad international regulatory regime	他还推动建立一个广泛的国际管理制度。
91	encompassing China.	包括中国。
92	President Trump has shrugged off the AI safety worries, saying that outpacing	特朗普总统已经摆脱了AI的安全担忧,说这超过了速度
93	China in building AI was the most important thing.	中国建设AI最重要.
94	Whoever wins AI wins, he told reporters	谁赢了AI,他告诉记者
95	on September 13th while on a trip to Ireland.	9月13日,当时正在爱尔兰旅行.
96	The only guardrail needed was a high IQ president,	只需要一个高智商的总统
97	he later wrote on Truth Social.	他后来写了"真理社"
98	Mr Sachs, his former advisor, also made light of the	萨夏先生,他的前任顾问, 也告诉了
99	need for regulation.	需要制定规章。
100	If Anthropic and open AI thought it important to slow down development,	如果Anthropic和开放AI认为减慢发展很重要,
101	he said, they should do it themselves.	他说,他们应该自己做。
102	An industry-wide slowdown along the lines Mr	整个行业的减速
103	Amadei has proposed would not seriously hurt Anthropic's commercial prospects.	阿玛迪提出不会严重损害安特罗皮克的商业前景.
104	A pause	暂停
105	might even benefit the bottom line.	甚至可能有利于底线。
106	It could improve profits by reducing the amount the	它可以通过减少
107	firm spends on training its next generation of models, and it could ease competition if	公司花在培训下一代模型上,如果
108	open source model makers, who have been winning business from Anthropic and open AI by providing	开放源代码模型制造商,通过提供
109	companies with cheaper models, would also have to slow down.	拥有廉价模型的公司也必须放慢速度。
110	But potential IPO investors,	但潜在的IPO投资者,
111	many of whom are carried away by enthusiasm for AI, should not take the latest safety	许多人对AI充满热情,
112	panic lightly.	轻轻的恐慌。
113	If it adds to fears, widespread in the West, less so in Asia, that AI will	如果这增加了西方的恐惧, 更少的亚洲,
114	wipe out jobs, drive up electricity prices and widen the gap between haves and have-nots,	消除工作,提高电价,扩大贫富差距,
115	it may increase political pressure to temporarily halt development and put a freeze on data	它可能会增加政治压力,以暂时停止开发和冻结数据。
116	centre construction.	中心建设。
117	Even those not worried about AI models annihilating humanity should	即使那些不担心AI模式消灭人类的人
118	about anxious politicians trying to annihilate AI.	关于焦急的政客试图消灭AI。

该视频共有字幕 118 条。解锁更多字幕为会员功能，请移动到价格

下载安装