Inside Anthropic, the $965 Billion AI Juggernaut | The Circuit

章节 1：Anthropic崛起：阿莫代伊兄妹与出走OpenAI

📝 本节摘要：

本章介绍估值近万亿美元的AI公司Anthropic。它由一群前OpenAI成员于2021年创立，从弱势实验室成长为行业明星，冲击软件股，并与五角大楼正面交锋。公司由达里奥与丹妮拉兄妹共同掌舵：哥哥负责愿景，妹妹负责运营。达里奥认为AI发展遵循平滑的指数曲线，并回忆了自己痴迷数学、科学和科幻的童年。兄妹二人性格互补，先后加入OpenAI。

[原文] [Emily Chang]: I love this library. It is absolutely beautiful library. Are you a big reader?

[译文] [Emily Chang]: 我很喜欢这个图书馆，真的太美了。你平时很爱读书吗？

[原文] [Dario Amodei]: You know, I mean, I read a lot in general. I don't know that I've had that much time over the last year or so.

[译文] [Dario Amodei]: 嗯，总体来说我读得挺多的。不过过去这一年左右，我好像没多少时间读书。

[原文] [Emily Chang]: Dario Amodei is an unlikely AI celebrity. He's known for warning the world about the risks of artificial intelligence. Now, his company is an AI frontrunner valued at nearly a trillion dollars. You're shipping so much, so fast. How are you doing that?

[译文] [Emily Chang]: 达里奥·阿莫代伊（Dario Amodei）是一位出人意料的AI明星。他以警告世人人工智能的风险而闻名。如今，他的公司已是AI领域的领跑者，估值接近一万亿美元。你们推出产品又多又快，是怎么做到的？

[原文] [Daniela Amodei]: We use Claude, you know, across the product development cycle, and it allows us to release very fast.

[译文] [Daniela Amodei]: 我们在整个产品开发周期里都在用Claude，所以发布速度能非常快。

[原文] [Emily Chang]: Founded by a team of OpenAI defectors in 2021, Anthropic started out as an underdog lab. Today it's the breakout star, wiping billions in value off software stocks, going head-to-head with the Pentagon, and creating models allegedly powerful enough to burst through the walls of modern cybersecurity.

[译文] [Emily Chang]: Anthropic由一群从OpenAI出走的成员于2021年创立，起初只是一个不被看好的实验室。如今它已是异军突起的明星：让软件股市值蒸发数十亿美元，与五角大楼正面交锋，据称还打造出了强大到足以攻破现代网络安全防线的模型。

[原文] [Dario Amodei]: Some of the early companies that we gave this to said things like, "This is a super weapon, please don't release this."

[译文] [Dario Amodei]: 我们最早给到的一些公司甚至说：“这是超级武器，千万别发布。”

[原文] [Emily Chang]: Guiding Anthropic through this is a sibling duo: Dario, the brother and visionary, and Daniela, the sister and operator who puts Dario's swirling cosmic thoughts into action.

[译文] [Emily Chang]: 带领Anthropic走过这一切的是一对兄妹：哥哥达里奥是远见者；妹妹丹妮拉是运营者，负责把达里奥天马行空的宏大构想付诸实践。

[原文] [Daniela Amodei]: Dario and I, we've always been really close since we were little, but I think we always really wanted to do something big together.

[译文] [Daniela Amodei]: 我和达里奥从小就特别亲，我觉得我们一直都很想一起干点大事。

[原文] [Emily Chang]: Okay, but when you argue, who wins?

[译文] [Emily Chang]: 好，那你们吵架的时候谁赢？

[原文] [Daniela Amodei]: No one. No one.

[译文] [Daniela Amodei]: 谁都不赢，谁都不赢。

[原文] [Emily Chang]: As the AI arms race escalates, the Amodeis are eager to establish themselves as the good guys. But Anthropic's technology could have profound implications for how humanity works, learns, thinks, even fights wars. "Anthropic is run by an ideological lunatic."

[译文] [Emily Chang]: 随着AI军备竞赛不断升级，阿莫代伊兄妹急于树立“好人”的形象。但Anthropic的技术可能深刻影响人类工作、学习、思考乃至打仗的方式。“Anthropic是由一个意识形态疯子在掌管。”

[原文] [Dario Amodei]: This is a debate about what the proper use of AI by the government is.

[译文] [Dario Amodei]: 这是一场关于政府应当如何恰当使用AI的辩论。

[原文] [Dario Amodei]: At some point, the models become very dangerous. You know, the bad guys will have it too. And at that point, we have to make sure that good guys have an even better model.

[译文] [Dario Amodei]: 到了某个阶段，模型会变得非常危险，坏人也会拥有它。到那时，我们必须确保好人手里有更强的模型。

[原文] [Emily Chang]: The name Anthropic actually comes from the Greek word for human, which speaks to their mission to build responsible AI for the long-term benefit of humanity. Can you actually do that when you're building the most powerful technology in the world? You are at the center of the AI universe right now. What does that feel like?

[译文] [Emily Chang]: “Anthropic”这个名字其实源自希腊语中的“人”，体现了他们的使命：打造负责任的AI，造福人类的长远未来。但在打造世界上最强大技术的同时，真能做到这一点吗？你现在身处AI宇宙的中心，这是什么感觉？

[原文] [Dario Amodei]: The experience I've had for my whole career, and certainly the whole time at Anthropic, is that there's this kind of smooth exponential, and the experience of the smooth exponential is: nothing's happening, nothing's happening, nothing's happening. Little things happen, and then zoom, it goes crazy. So, you know, I was watching this graph for a while and I said, oh yeah, we'll probably become the AI company with, you know, the most revenue and the most valuation sometime around this time. And indeed, it has happened.

[译文] [Dario Amodei]: 我整个职业生涯，尤其是在Anthropic的这些年，一直感受到的是一种平滑的指数增长。身处其中的感受是：什么都没发生，什么都没发生，还是什么都没发生；然后出现一些小变化，接着“嗖”的一下，一切突然疯狂起来。我盯着这张曲线图看了很久，然后说：嗯，我们大概会在差不多这个时间点，成为收入最高、估值最高的AI公司。而事实也确实如此。

[原文] [Dario Amodei]: We're just keeping in mind all the things we usually keep in mind: you know, how do we train good models? How do we put them in good products? How do we make sure that everything's safe?

[译文] [Dario Amodei]: 我们只是一如既往地牢记那些一贯关注的事：怎么训练出好模型？怎么把它们放进好产品里？怎么确保一切都安全？

[原文] [Emily Chang]: What were you like as a kid growing up in San Francisco? I know your dad was a leather craftsman. Your mom worked in libraries. How did that shape you?

[译文] [Emily Chang]: 你在旧金山长大，小时候是什么样的？我知道你父亲是皮革匠，母亲在图书馆工作。这对你有什么影响？

[原文] [Dario Amodei]: You know, the whole, you know, first internet revolution was happening around me and I had absolutely no interest in it.

[译文] [Dario Amodei]: 当时第一次互联网革命就在我身边发生，可我对它完全不感兴趣。

[原文] [Dario Amodei]: I was just interested in doing math and, you know, scrawling things. I was interested in, you know, understanding the universe. I was interested in science fiction. I think I just felt a lot of curiosity about the world.

[译文] [Dario Amodei]: 我只对做数学、随手写写画画感兴趣，对理解宇宙感兴趣，对科幻感兴趣。我想我就是对这个世界充满了好奇。

[原文] [Emily Chang]: What was it like growing up with Dario?

[译文] [Emily Chang]: 和达里奥一起长大是什么感觉？

[原文] [Daniela Amodei]: He was so smart. He was taking, you know, calculus when he was, I think, in middle school. He took math classes at UC Berkeley when he was in high school. I was actually more into reading and arts.

[译文] [Daniela Amodei]: 他特别聪明。我记得他上初中就在学微积分，高中时还去加州大学伯克利分校（UC Berkeley）上数学课。我其实更喜欢阅读和艺术。

[原文] [Daniela Amodei]: So we were almost like complete complements in that way.

[译文] [Daniela Amodei]: 所以在这方面，我们几乎是完全互补的。

[原文] [Emily Chang]: Dario studied neuroscience before turning to AI at Baidu and later Google, while Daniela started out as an early employee at Stripe. They lived together in San Francisco, along with Daniela's husband, Holden Karnofsky. Then in 2016, Dario joined the newly formed OpenAI, followed by Daniela in 2018. The company began as a nonprofit that promised a safe, more open path to superintelligence.

[译文] [Emily Chang]: 达里奥先是研究神经科学，后来转向AI，先后在百度和谷歌工作；丹妮拉则是Stripe的早期员工。他们在旧金山同住，一起住的还有丹妮拉的丈夫霍尔登·卡诺夫斯基（Holden Karnofsky）。2016年，达里奥加入刚成立不久的OpenAI，丹妮拉于2018年随后加入。这家公司最初是一家非营利组织，承诺走一条更安全、更开放的通往超级智能之路。

[原文] [Dario Amodei]: I think we need to think right now about how we want this deployed, how everyone gets to benefit from it, how we're gonna govern it, how we're gonna make it safe and sort of good for humanity.

[译文] [Dario Amodei]: 我认为我们现在就需要思考：希望如何部署这项技术，如何让每个人都从中受益，如何治理它，以及如何确保它安全、真正造福人类。