{
  "text": "最近這幾天,AI先出現了一個很反常的畫面。\nAthropic的CEO達里奧阿莫迪發了一篇長文。\n公開的呼應,全言AI應該放慢一點。\n奧特曼說同意,馬斯克也說他是對的。\n最愛搶速度的這三個人,突然都在談減速。\n這聽起來像是三家公司握手停戰了。\n可事实并不是这样的\n他们只在安全评估上出现了交集\n没有人承诺一起停讯\n也没有约好下一代的模型\n共同的延期\n可这件事依然很重要\n它会影响以后进入办公软件\n学校\n日常产品的AI\n是更多的公司更快推出攻击\n还是少数巨头\n经过更长的审核之后\n决定什么能上线\n背后暴露的是今天Air竞赛最难解的一道题\n谁都不敢递一个松开油门\n但谁都害怕有人把整条赛道给撞毁了\n想象三只登三队正在站第一\n任何一队单独停下\n另外两队都可能先登顶\n可画面已经进入了风险期\n任何一队走错了一步\n都可能把风险扩散给所有人\n这个时候呢\n三个队伍都会支持一条共同的安全线\n问题是\n这条线究竟在降低风险\n还是在顺便把已经走在前面的队伍\n留在最有力的位置呢\n这才是阿莫迪这篇文章\n真正值得看的地方\n不是气口几个英文单词\n也不急着把他判成好人或坏人\n真正要看清的是他们想让什么慢下来\n谁为减速付钱\n这道归族会不会让后来的人更难追上呢\n先看阿木迪到底提了什么\n他的方案大致分三步\n第一步\n让外部的评估人员在法力\n合同和隐私边界内\n长期获得接近员工的访问能力\n查看前沿AI公司的内部系统和记录\n第二步\n先在美国和其他愿意合作的地区\n协调前沿AI安全标准\n第三步\n再尝试把这种协调扩展到全球\n他也专门强调\n所谓的放慢并不等于停止模型的信念\n更不等于停止技术的进步\n这句话很容易让人产生一个印象\n训练照常\n只有模型发布会被管住\n可继续往下看\n事情没有这么简单\n阿莫迪同时把训练流程\n训练算力和一次一次大规模的训练任务\n都列成了未来可能采用的政策攻击\n所以他提的不是一张已经写好的限速令\n而是一套还在等待填空的制度框架\n它可以很轻\n只要求公司保存记录\n接受外部的测试\n也可以很重\n模型能力和训练规模\n一旦达到某个门槛\n公司就得停下来接受检查\n这两种版本对行业的影响完全不同\n前一种更像是给飞机增加黑匣子和年检\n飞机仍然可以飞\n只是起飞前要多做检查\n而另一种则可能直接限制飞机能装多大的发动机\n一次能飞多延\n把这两种情况混在一起\n就会误判整个Air产业接下来会发生什么\n为什么偏偏是Azropik先站出来呢\n第一层原因并不神秘\n安全一直是Azropik最重要的品牌\n也是他和OpenAir XAir争夺企业客户时最鲜明的标签\n全员模型被接近攻击\n代码执行环境和企业数据之后\n越来越常被做成能够执行多部任务的智能体\n能力也强\n只有公司自己宣布安全\n就越难让外界幸福\n让独立的人员进入内部系统\n查看测试记录和真实的运行情况\n确实有现实价值\n因为很多问题不是做一次公开测评就能发现的\n模型在实验室测评中表现正常\n不代表由它工具权限和业务数据组成的系统\n接入代码库、浏览器或者企业数据库之后仍然正常\n评估着如果只能看公司挑好的演示\n也很难知道展示范围之外遗漏了什么失败的记录\n但看得到记录\n不等于已经测得出所有的危险\n更难的是\n测试能不能覆盖模型换了工具\n前线和任务之后出现了新的行为\n以及谁有前线\n判定风险已经高到了必须停下来\n但还有第二层的原因\n谁先提出标准\n谁就有机会影响标准怎么写\nAthropics已经有成熟的安全团队\n测试流程和对外的稀释\n他今天主动承诺的事情\n可能本来就是他比很多小公司更擅长\n更有自然完成的事情\n一旦这些能力变成全行业的法定要求\n那Athropics既获得了可信度\n也获得了规则的话语钱\n这里先不急着把安全判断成纯粹的包装\n真实世界最麻烦的地方\n恰恰是两件可以同时成立\n阿莫迪可以真的担心前沿AI失控\n也可以希望未来的行业规则\n更接近埃斯托匹克已经建好的那套能力\n安全收益是真的\n商业优势也可以是真的\n那么长期针锋相对的奥特曼\n为什么也愿意跟进呢\n因为他公开接受的\n首先是最容易形成共识的部分\n奥特曼说\n他同意需要为前沿的能力控制节奏\n也同意让独立的测评者\n获得接近员工级的访问前线\nOpenAI会照做\n到这里为止\n他支持的是透明度和评估的方向\n并没有公开的接受\n阿姆迪文章里的每一项制度的设计\n这对OpenAI来说\n也是一种低成本但有价值的表态\n他不需要当场的承诺停掉哪次的训练\n且能证明自己没有站在安全讨论的对立面\n更重要的是\n未来的规则还没有写完呢\nOpenA现在加入讨论\n就有机会参与决定评估什么\n何时触发\n出了问题怎么处理\n而不是等竞争对手先写出了标准\n再被动的接受\n马斯克的表态更短\n只有达里奥是对的\n这能证明他认同阿莫迪提出的问题\n不能证明他已经同意永久凭无言\n政府强制标准\n或者某个共同的训练上限\n把这三个人包装成正式的联盟\n袭击性很强\n准切先切不够\n马斯克的位置还比一级竞争对手更复杂\n馬爾斯克的位置還比一級競爭對手更複雜。Xair已經併入了SpaceX,而Aceropic又公開使用了SpaceX提供的Glosses算力。\n也就是说\n双方一边在前沿模型上竞争\n一边又存在基础设施的交易\n这个关系能解释为什么他们并非简单的敌我两边\n且仍然不能证明马斯克的表态\n来自某项共同的商业安排\n可他们为什么连这种有限支持都愿意给呢\n因为一次严重事故造成的损失\n很可能不会只落在出事的公司身上\n如果一个前沿智能体造成大范围的安全问题\n和公众、客户和政府把它视为行业的风险\n受损的就不只是一家公司的生意了\n事故未必让所有公司承担相同的损失\n但它可能抬高整个行业的审查、采购和许可的成本\n换句话说\n模型能力是各家的私有收益\n重大事故却可能变成前行业共同承担的成本\n三个竞争者可以继续的相互抢客户\n但他们都有理由防止某一家快速消耗整个行业的公共信任\n还有一个更现实的原因\n单独减速很贵\n共同接受最低检查线\n且便宜得多\n假如OpenAI独自推迟训练\n而Astropic和XAI继续前进\nOpEN也可能很快就丢掉能力领先了\n反过来也一样\n没有人愿意成为唯一停下来的人\n所以对头部竞争者而言\n最理想的安排\n往往是一套大家都要遵守\n而且成本足够对称的规则\n这就是这场罕见铜像背后的第一层答案\n它们不是突然不竞争了\n而是想把要不要减速从一家公司的道德选择\n变成主要竞争者共同面对的制度问题\n只有在成本足够对称的条件下\n先讲安全的一方\n才不容易因为单边承担代价而先输掉比赛\n不过真正的较量也从这里才开始\n因为大家都接受检查听起来是很公平的\n同一张检查表落在不同公司身上\n成本可能完全不同\n一套持续的外部评估\n不只是请几个人来办公室看模型\n它要保存训练和事故的日志\n控制访问前线\n安排独立的测试\n还要处理客户数据\n商业机密\n以及由谁来承担法律责任\n发现危险结果之后\n要推迟发布\n限制功能\n还是允许公司解释之后继续上线\n也都要有流程\n对资源更充足的前沿公司来说\n这类要求更可能建立在既有安全\n法务和基础设施之上\n对资源较少的团队\n同样的固定流程\n更可能占起了更高比例的研发议算\n到底差多少\n还要看评估的频率\n保密要求和责任的规则\n设想两家公司同时做出一个\n能够自动修改代码的智能体\n头部公司可以在现有的团队上\n增加测试和法力审查\n资源有限的团队面对的\n却可能不只是多花一笔钱\n而是合规的周期测试能力和法力责任\n会不会错过它的产品窗口\n规则如果不按能力和风险分级\n原本有竞争能力的团队\n也可能把大量的资源\n从研发转器补文档\n测试和责任的准备\n这种差别\n最后也会落到普通人使用的AI上\n大公司的产品\n会更容易获得经过检查的标签\n进入办公软件\n学校和企业系统\n小团队更大胆\n更便宜的工具\n则可能长期停在测试阶段\n用户得到的产品或许更安全\n但选择也可能更集中\n价格和功能有更少的公司结定\n这就是安全规则最容易变成竞争门槛的地方\n不是因为门槛这两个字天然的邪恶\n而是固定成本往往会对小公司更重\n它是否最终会变成护城河\n还要看规则能不能减少重复审计\n能不能让合格的小团体也拿到客户认可的证明\n反过来讲\n按能力和实际前线分级的规则\n也可能帮助创新\n小团队如果能使用共享的测试设施\n有清楚的研究和开源责任边界\n并提前知道哪些能力需要什么证明\n就不用在每次发布前\n才规则会不会临时的改现\n真正商创新的\n往往不只是标准的严格\n而是标准模糊\n不可复减\n又只对后来者严格\n所以判断这套倡议\n是安全护栏还是头部的护城河\n不应该靠猜阿莫迪心里想什么\n不用记住所有的细节\n只盯住一件事\n规则的成本和约束\n有没有对称的落到提出规则的头部公司身上\n下面四个问题\n都是检查这一件事的\n第一\n规则是否同样耶稣提出者\n如果小公司发布模型\n要先等好几个页\n头部公司训练更大的模型\n是不是也要接受同样严格的检查呢\n第二\n评估人员有谁选择\n有谁付钱\n如果公司可以随时的更换不满意的评估者\n那所谓独立\n就很容易只剩下一个名字了\n第三\n负面结果能不能独立的保存和披露\n如果发现了问题\n最后仍然只能由评估公司来决定是否公开\n那外部人员更像是高级顾问\n不像是真正的监督者\n第四\n小团队有没有负担得起的合规路径\n如果标准知写所有人一视同仁\n且不管同一笔高额的成本\n对不同公司的陷阱流\n意义完全不同\n那形式上的平等\n就可能变成了结果上的封锁\n到这里呢\n主线已经很清楚了\n安全风险给了共同规则正当性\n单边减速的代价\n让竞争者愿意谈统一规则\n头部公司的自言\n又让他们更能够承受规则的成本\n先把产业结论交出来\n这份倡议不会自动砍掉AI的芯片和资本开支\n只有规则把训练规模也纳住了强制的门槛\n那影响才会传到基础设施\n如果只是独立的评估\n首先增加的是合规成本和上限的时间\n那接下来才是最关键的问题\n如果美国政府真的采纳\nAI行业会发生什么呢\n这里至少有三种完全不同的结果\n在战事规则出现之前\n企业表态最多只能形成自研的业数\n覆盖哪些公司\n能力门槛画在哪\n事故记录和发布前检查\n这样的规则\n首先托慢模型上线和高风险功能的开放\n不一定会托慢底层的训练\n公司仍然可以购买芯片\n建设数据中心\n训练下一代的模型\n只是产品走出实验室前\n要多过几道检查\n这会增加成本\n但未必会让AI能力停止增长\n有些案件测试\n对抗测试和监控还是会消耗算力的\n但能否抵消掉训练和部署的变化\n要看最终的规则\n第二种规则更重\n政府按照模型能力设置检查点\n达到某个水平就必须取得许可\n或者接受更长时间的审查\n这样一来\n竞争可能不再是只看谁先把模型做出来\n还要看谁既能做出来\n又有钱\n有记录\n有团队通过检查\n头部公司的领先可能因此更加稳定了\n因为他们不仅拥有更多的芯片\n也更早建设了安全和法律体系\n第二梯队即使在算法上追得很近\n也可能在记录\n人员和责任保险上被拉开\n开研项目尤其麻烦\n因为它没有传统公司那样清晰的控制中心\n谁负责提交评估\n谁对下游修改负责\n都可能成为争议\n第三种才是真正意义上的产业结束\n如果规则直接限制了训练算力\n训练任务\n或者把用AI改进AI的流程纳入门槛\n那么大模型极型的排气会受到影响\n下一代模型的训练计划也可能被推迟\n这时候政策才会从发布端一路传达到芯片\n引服务 电力和数据中心\n把它翻译成人话\n全两种主要改变新功能什么时候上线\n谁来承担合规的成本\n只有第三种才会直接碰到芯片订单和数据中心的建设\n问题在意\n阿莫迪现在提出的是一组可选的工具\n并不是已经写进法律的第三种方案\n今天就宣布AI资本开支会大幅的收缩\n芯片需求会消失\n和宣布什么时候不会改变一样\n都是把尚未决定的细节当成了确定的结果\n如果只有美国公司执行\n其他地区不跟又会怎么样呢\n最直接的担心是\n美国公司慢下来\n其他地方继续追赶\n这个风险确实存在\n阿穆迪也承认\n完整的全球协调\n短期内很难实现\n但结果也不会简单到\n谁不监管谁就赢\n因为前沿AI模型需要芯片\n数据中心\n电力\n资金\n客户和稳定的供应链\n规则更宽松\n不代表这些资源立刻的补齐\n反过来\n如果美国的规则昂贵又模糊\n人才和项目寻找其他弱点的动力就会增加\n美国公司也可能推动大型客户和银平台\n采用同一套的评估标准\n让本国的规则逐渐变成国际的门槛\n能否做到\n要看标准是否透明\n能否复验\n也要看其他市场有没有可信的替代方案\n所以真正难谈的不是安全重不重要\n而是谁愿意把训练计划交给外部检查\n谁接受负面的结果公开\n谁愿意在竞争者不配合时仍然推迟模型\n芯片和资本开支到底会不会减速\n不能靠口话判断\nAzorvik,OpenAI以及SpaceX和XA所在的体系\n都在扩大基础设施\n但扩建不能证明他们绝不会调整训练\n倡议也不能证明已经签下的安排一定会奇效\n阿莫迪认为\n部分风险可能在未来6到12个月内迅速的升级\n可数据中心云容量和电力工程按的是多年的规划\n软件发布几周内就能改期\n编电站机房和芯片交付却没有那么灵活\n外界又看不到完整的合同\n所以更准确的问题是\n如果真的放缓了\n会先在哪类公开的记录里留下痕迹呢\n第一章是模型训练和发布表\n下一代模型是否延期\n危险功能是否推迟的开放\n已经完成的训练的模型\n是否增加更长的验证器\n第二章是云厂商和数据中心的资本开支表\n企业是否调整新增的机型\n电力容量和机房建设的指引\n只有这一层出现了持续变化\n减速那才开始传达到基础设施\n第三章是容量合同和芯片交付表\n公开可核印的延期缩减或取消\n会是安全主张开始触及真金白印的强信号\n其他合同能否调整\n是否已经安排重排\n外界未必看得到\n现阶段不能因为一计放慢\n就依判半导体产业急转慢\n假如政策只要求更多的评估\n测试、监控和验证\n可能带来一部分算力的需求\n但能否抵消训练段的变化\n要看规则强度和企业的部署\n只有直接限制训练算力\n才更可能改变芯片订单和数据中心的建设\n回到开头\n三位竞争者不是突然变成盟友\n也不能简单说成是联手社级\n他们看见了共同的风险\n又不愿意独自的承担减速的代价\n阿穆迪先提出规则\n奥特曼接受独立评估\n马斯克只认同了方向\n三个人究竟愿意付出什么代价\n还没有完整的答案\n这套倡议可能减少真实的风险\n也可能把合规的成本变成新的竞争壁垒\n真正决定他性质的\n不是CEO说的多诚恳\n而是规则有没有对称的落到他们自己身上\n以后再看到哪家AI公司呼一方慢\n不必急着相信\n也不必急着嘲笑\n先看三类动作\n事故记录是否真的交给独立者\n模型训练和发布是否真的调整\n算力与资本计划是否出现了可验证的变化\n如果只看到入口越来越严\n且看不到头部公司的训练和发布\n承担对称的代价\n那它更像是再重新安排谁能做上前排\n如果三类动作相互印证\n而且能和规则要求对应\n那会是更强的证据\n说明减速成本开始落到头部公司自己身上\n至于资本计划是否改变\n还要看规则最终有没有触及到训练的规模\n普通使用者也可以把这套方法说成三个问题\n谁做了评估\n出了问题能不能查到记录\n限制是不是对所有公司都一样\n你最希望这些公司先公开哪一类的记录呢\n是训练计划\n事故记录\n还是算力合同的调整呢\n你觉得这三巨头是真的在为\n全人类的安全担忧\n还是在联手给后来者\n挖坑修城墙呢\n评论区聊一聊\n记得点赞订阅\n打开小铃铛\n咱们下期再见",
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      "text": "最近這幾天,AI先出現了一個很反常的畫面。",
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      "text": "Athropic的CEO達里奧阿莫迪發了一篇長文。",
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      "text": "公開的呼應,全言AI應該放慢一點。",
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      "text": "奧特曼說同意,馬斯克也說他是對的。",
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      "text": "最愛搶速度的這三個人,突然都在談減速。",
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      "text": "這聽起來像是三家公司握手停戰了。",
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      "text": "可事实并不是这样的",
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      "text": "可这件事依然很重要",
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      "text": "学校",
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      "text": "日常产品的AI",
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      "start": 48.66,
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      "text": "是更多的公司更快推出攻击",
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      "start": 51.9,
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      "start": 55.54,
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      "text": "决定什么能上线",
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      "start": 57.04,
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      "text": "背后暴露的是今天Air竞赛最难解的一道题",
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      "text": "这才是阿莫迪这篇文章",
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      "start": 130.8,
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      "text": "他的方案大致分三步",
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      "text": "第一步",
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      "start": 134.52,
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      "text": "让外部的评估人员在法力",
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    {
      "start": 139.22,
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      "text": "长期获得接近员工的访问能力",
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      "start": 142.08,
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      "text": "查看前沿AI公司的内部系统和记录",
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      "start": 147.38,
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      "text": "先在美国和其他愿意合作的地区",
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      "text": "都列成了未来可能采用的政策攻击",
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      "text": "一旦达到某个门槛",
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      "text": "才不容易因为单边承担代价而先输掉比赛",
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      "text": "要推迟发布",
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      "text": "小团队如果能使用共享的测试设施",
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      "text": "有清楚的研究和开源责任边界",
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      "text": "并提前知道哪些能力需要什么证明",
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      "text": "就不用在每次发布前",
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      "text": "才规则会不会临时的改现",
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      "text": "真正商创新的",
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      "text": "往往不只是标准的严格",
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      "text": "而是标准模糊",
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      "text": "不可复减",
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      "text": "又只对后来者严格",
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      "text": "所以判断这套倡议",
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      "text": "是安全护栏还是头部的护城河",
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      "text": "不应该靠猜阿莫迪心里想什么",
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      "text": "不用记住所有的细节",
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      "start": 822.509,
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      "text": "只盯住一件事",
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      "text": "规则的成本和约束",
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      "text": "有没有对称的落到提出规则的头部公司身上",
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      "text": "下面四个问题",
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      "text": "都是检查这一件事的",
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      "text": "第一",
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      "text": "规则是否同样耶稣提出者",
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      "text": "如果小公司发布模型",
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      "text": "要先等好几个页",
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      "text": "头部公司训练更大的模型",
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      "text": "是不是也要接受同样严格的检查呢",
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      "text": "第二",
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      "text": "评估人员有谁选择",
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      "text": "有谁付钱",
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      "text": "如果公司可以随时的更换不满意的评估者",
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      "text": "就很容易只剩下一个名字了",
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      "text": "第三",
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      "text": "负面结果能不能独立的保存和披露",
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      "text": "最后仍然只能由评估公司来决定是否公开",
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      "text": "不像是真正的监督者",
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      "text": "第四",
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      "text": "到这里呢",
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      "text": "单边减速的代价",
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      "text": "让竞争者愿意谈统一规则",
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      "text": "头部公司的自言",
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      "text": "先把产业结论交出来",
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      "text": "这份倡议不会自动砍掉AI的芯片和资本开支",
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      "text": "只有规则把训练规模也纳住了强制的门槛",
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      "text": "那影响才会传到基础设施",
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      "text": "如果只是独立的评估",
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      "text": "首先增加的是合规成本和上限的时间",
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      "text": "那接下来才是最关键的问题",
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      "text": "如果美国政府真的采纳",
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      "text": "AI行业会发生什么呢",
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      "text": "这里至少有三种完全不同的结果",
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      "text": "在战事规则出现之前",
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      "text": "企业表态最多只能形成自研的业数",
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      "text": "覆盖哪些公司",
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      "text": "能力门槛画在哪",
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      "text": "这样的规则",
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      "text": "首先托慢模型上线和高风险功能的开放",
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      "text": "不一定会托慢底层的训练",
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      "text": "公司仍然可以购买芯片",
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      "text": "建设数据中心",
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      "text": "训练下一代的模型",
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      "text": "只是产品走出实验室前",
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      "text": "要多过几道检查",
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      "text": "这会增加成本",
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      "text": "但未必会让AI能力停止增长",
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      "text": "有些案件测试",
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      "text": "对抗测试和监控还是会消耗算力的",
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      "text": "要看最终的规则",
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      "text": "第二种规则更重",
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      "text": "政府按照模型能力设置检查点",
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      "text": "达到某个水平就必须取得许可",
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      "text": "或者接受更长时间的审查",
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      "text": "这样一来",
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      "text": "竞争可能不再是只看谁先把模型做出来",
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      "text": "还要看谁既能做出来",
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      "text": "又有钱",
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      "text": "有记录",
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      "text": "有团队通过检查",
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      "text": "头部公司的领先可能因此更加稳定了",
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      "text": "人员和责任保险上被拉开",
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      "text": "都可能成为争议",
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      "text": "或者把用AI改进AI的流程纳入门槛",
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      "text": "那么大模型极型的排气会受到影响",
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      "text": "下一代模型的训练计划也可能被推迟",
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      "text": "这时候政策才会从发布端一路传达到芯片",
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      "text": "引服务 电力和数据中心",
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      "text": "全两种主要改变新功能什么时候上线",
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      "text": "只有第三种才会直接碰到芯片订单和数据中心的建设",
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      "text": "阿莫迪现在提出的是一组可选的工具",
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      "text": "并不是已经写进法律的第三种方案",
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      "text": "今天就宣布AI资本开支会大幅的收缩",
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      "text": "芯片需求会消失",
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      "text": "和宣布什么时候不会改变一样",
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      "text": "都是把尚未决定的细节当成了确定的结果",
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      "text": "如果只有美国公司执行",
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      "text": "其他地区不跟又会怎么样呢",
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      "text": "最直接的担心是",
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      "text": "美国公司慢下来",
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      "text": "其他地方继续追赶",
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      "text": "这个风险确实存在",
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      "text": "阿穆迪也承认",
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      "text": "完整的全球协调",
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      "text": "短期内很难实现",
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      "text": "但结果也不会简单到",
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      "text": "谁不监管谁就赢",
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      "text": "因为前沿AI模型需要芯片",
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      "text": "数据中心",
      "chunk": 2,
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      "text": "电力",
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      "text": "资金",
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      "text": "客户和稳定的供应链",
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      "text": "规则更宽松",
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    {
      "start": 1161.208,
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      "text": "不代表这些资源立刻的补齐",
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      "start": 1163.888,
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      "text": "反过来",
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    {
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      "text": "如果美国的规则昂贵又模糊",
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      "text": "人才和项目寻找其他弱点的动力就会增加",
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      "text": "美国公司也可能推动大型客户和银平台",
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    {
      "start": 1177.068,
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      "text": "采用同一套的评估标准",
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    {
      "start": 1179.048,
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      "text": "让本国的规则逐渐变成国际的门槛",
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      "text": "能否做到",
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      "text": "要看标准是否透明",
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      "text": "能否复验",
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      "text": "也要看其他市场有没有可信的替代方案",
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      "text": "所以真正难谈的不是安全重不重要",
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      "text": "而是谁愿意把训练计划交给外部检查",
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      "text": "谁接受负面的结果公开",
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      "text": "谁愿意在竞争者不配合时仍然推迟模型",
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      "text": "芯片和资本开支到底会不会减速",
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      "text": "不能靠口话判断",
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      "text": "Azorvik,OpenAI以及SpaceX和XA所在的体系",
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      "text": "都在扩大基础设施",
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      "text": "但扩建不能证明他们绝不会调整训练",
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      "text": "倡议也不能证明已经签下的安排一定会奇效",
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      "text": "阿莫迪认为",
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      "text": "部分风险可能在未来6到12个月内迅速的升级",
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      "text": "可数据中心云容量和电力工程按的是多年的规划",
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      "text": "软件发布几周内就能改期",
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      "text": "编电站机房和芯片交付却没有那么灵活",
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      "text": "外界又看不到完整的合同",
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      "text": "所以更准确的问题是",
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      "text": "如果真的放缓了",
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    {
      "start": 1256.828,
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      "text": "会先在哪类公开的记录里留下痕迹呢",
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      "text": "第一章是模型训练和发布表",
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      "text": "下一代模型是否延期",
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    {
      "start": 1266.088,
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      "text": "危险功能是否推迟的开放",
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      "text": "已经完成的训练的模型",
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      "text": "是否增加更长的验证器",
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      "text": "第二章是云厂商和数据中心的资本开支表",
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      "text": "企业是否调整新增的机型",
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      "text": "电力容量和机房建设的指引",
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      "text": "只有这一层出现了持续变化",
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      "text": "减速那才开始传达到基础设施",
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      "text": "公开可核印的延期缩减或取消",
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      "text": "会是安全主张开始触及真金白印的强信号",
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      "text": "其他合同能否调整",
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      "text": "是否已经安排重排",
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      "text": "外界未必看得到",
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      "text": "现阶段不能因为一计放慢",
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      "text": "就依判半导体产业急转慢",
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      "start": 1314.808,
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      "text": "假如政策只要求更多的评估",
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      "text": "测试、监控和验证",
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      "text": "可能带来一部分算力的需求",
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      "text": "咱们下期再见",
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