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Dario looks just like Cesare Borgia. He has been fabricating stories from the very beginning, trying to frighten society, manipulate public opinion, and force the U.S. government to regulate AI. His political allies will then help Anthropic use regulation as a knife to kill open-source models, so they can achieve an oligopoly. To that end, he is even willing to team up with Altman—first eliminate everyone else. The biggest threat to Dario is Jensen Huang, who supports open-source models, and Nvidia is also about to release its own open-source model. The second threat is China’s open-source models. This is why Dario uses the scare tactic that “AI will destroy humanity.” He even wants to turn AI into a religion. All religions originate from fear—they need an apocalypse to terrify the believers. Because the Republicans are vigorously developing AI, the Democrats have turned around and started demanding limits and regulation on AI, using it as a political weapon to attack Trump and the Republican Party. This is the American political-business game. Have you learned it? ---

Dario looks just like Cardinal Richelieu. He has been fabricating stories from the very beginning, trying to frighten society, manipulate public opinion, and force the U.S. government to regulate AI. His political allies will then help Anthropic use regulation as a knife to kill open-source models, so they can achieve an oligopoly. To that end, he is even willing to team up with Altman—first eliminate everyone else. The biggest threat to Dario is Jensen Huang, who supports open-source models, and Nvidia is also about to release its own open-source model. The second threat is China’s open-source models. This is why Dario uses the scare tactic that “AI will destroy humanity.” He even wants to turn AI into a religion. All religions originate from fear—they need an apocalypse to terrify the believers. Because the Republicans are vigorously developing AI, the Democrats have turned around and started demanding limits and regulation on AI, using it as a political weapon to attack Trump and the Republican Party. This is the American political-business game. Have you learned it? ---

Anthropic 首席执行官 Dario Amodei 刚刚解释了整个 AI 行业面临的最大问题之一。 根据 Dario 的说法，计算资源是 Anthropic 目前面临的最大商业困境，而这归结为一个简单的问题：当你几乎完全不知道公司两年后将产生多少收入时，你如何规划数十亿美元的基础设施支出？Anthropic 的收入在 2024 年增长了大约 10 倍，在 2025 年又增长了 10 倍。这是惊人的增长，但即使是 Dario 也承认，他们对下一年会是什么样子几乎没有可见度。 与此同时，公司必须在实际需要它们的一到两年之前就锁定 GPU、数据中心容量、电力和网络基础设施。而且这些并不是小承诺。我们谈论的是可能高达数百亿美元的支出，这些支出必须基于需求预测来承诺，而这些预测可能完全错误。这就是事情变得有趣的地方。如果 Anthropic 购买了太多计算资源，而收入没有如预期增长，公司就会面临财务过度扩张的风险。但如果购买得太少，后果可能更糟。 它不仅会难以服务现有客户，还可能在开发下一代 AI 模型方面落后。而这可以说是一个更大的风险，因为今天正在训练的模型将决定公司未来六到十二个月的竞争地位和收入潜力。换句话说，Anthropic 不能简单地等到需求显现后再投资基础设施。到需求变得明显时，可能已经太晚，无法获得竞争所需的计算资源。这就是 AI 基础设施建设与其他大多数传统行业如此不同的原因。公司们被迫在今天做出巨大的资本配置决策，这些决策基于技术进步和未来收入，而这些都极难预测。 @龙虾量化

这个作者当不了nytimes的主笔，如果是nytimes主笔，应该会这么写， “Hugging Face Hosts A.I. Models That Praise Nazis and Write Scam Scripts“ 副标题 An investigation found that some models available on the platform generated racist and anti-LGBTQ responses, praised terrorist violence and produced scripts for fraud. 然后建一个hashtage #takehuggingfacedown，# 然后找一堆枪手，吵起来。 然后动员所有自己能影响到的社群，施加压力。 必要的话，找些人去大门口游行。（这个得加钱） 然后再找自己人去报道。（这个也得加钱） 然后呢，说founder是个坏人，6岁的时候还尿裤子，七岁摸过女生的pp，8岁还骂过犹太人。 然后再找3个议员，立法，要求，safe model hosting 法案。 所有开源模型的上传与发布，必须要监管，要审批，要在DMV备案。 否则就是hate crime，恐怖主义支持者. 整个方案，大概3000万美元够了。 Dario，你看看这个方案行不行。 行的话，打钱。

First @tedlieu. Now @RepGraceMeng. Both Taiwanese American Democrats. The racial cover isn't even subtle. Rep. Grace Meng calls the @nvidia chip sales a "five alarm fire" and demands full transparency. Fine. Let's start with her. Let voters see how the Washington machine really works. The checks: Three @AnthropicAI employees gave her $17,000 this cycle. The PAC of Americans for Responsible Innovation (@americans4ri) added $2,000. The same donors: Those same three Anthropic employees also funded ARI's PAC—$85,000 in total. One gave Meng $3,000, then nearly $1M to Public First, an AI super PAC network. The same operative: ARI and Public First share a founder: former Democratic congressman Brad Carson (@bradrcarson). Anthropic gave Public First Action $20M, and Dario Amodei (@DarioAmodei) added $1M of his own. The same agenda: Two days after the midterms, ARI led 52 groups urging Democrats to hand out committee chairs based on AI safety positions. The seat and power: With Democrats taking the House, ARI is pushing hard for Grace Meng to chair the Commerce, Justice, Science (CJS) Appropriations subcommittee— the panel that funds the Department of Commerce (@CommerceGov). Commerce runs AI chip export controls and @NIST's AI safety work: Anthropic's top two priorities in Washington. Now she's going after NVIDIA—Anthropic's fiercest rival on export controls—and Commerce, the very agency she'll fund. Same donors. Same operative. Same agenda. Same subcommittee. No law needs to be broken. Interests find power. Power finds interests. That's the five-alarm fire. The real one. Congresswoman, you asked for full transparency. Here it is.

阿里巴巴，字节，腾讯急了！都急了！ 张一鸣，Seedance 2.5视频生成很强，Seed模型却做成一坨💩 被Dario嘲笑和梁文峰内涵: 视频生成是弯路，代码模型能力上来后，视频顺手就拿捏了 (底子太弱) 🤣 马化腾，招了一堆人做Workbuddy做不明白，只能抄，简单任务跑3个小时，复杂任务做不过来。 内部讲话要裁员，砍掉一半陆军，让去支援海军的Ai😭 马云，阿里巴巴的Qwen 4 好尴尬，双十一配合李佳琦带货，但是却踩在Claude Fable 5.2发行。 鹈鹕骑车🚲测试崩成💩，全网群嘲🤣 现在国内最有希望的就只有DeepSeek和Kimi了！ 核心还是开源！开源！开源！

我觉得AI再发展下去，如果让A社Dario这样的人控制一切，这简直就是人类的噩梦的开始。 这是新的奴役和独裁时代。不要觉得模型牛逼一点就怎么怎么样，雪崩时没有一片雪花是无辜的，不要当那一片雪花。