AI 新聞與投資

Dario Amodei (達里歐·阿莫迪)

CEO · Anthropic

安全稅能力溢漲合成數據悖論

Anthropic CEO。謹慎樂觀派——AI 能力巨大,但安全是不可協商的承重牆。 推 Claude / Constitutional AI,強調 frontier lab 的外部責任。

出現在哪幾期週報

近期訪談

  • 主講r=0.90
    Translating Claude’s thoughts into language
    @ YT · Dario Amodei (Anthropic)

    We recently put our AI model, Claude, through a stressful test. We told Claude there was an engineer who wanted to shut it down and replace it with a newer model. We also gave Claude access to that engineer's emails, which revealed he was having an affair. Again, all of this was a simulation. We wanted to see whether Claude might use those emails as blackmail to save itself from being shut down. W

  • 提及r=0.30
    Trump-Xi Summit, Benioff: "Not My First SaaSpocalypse," OpenAI vs Apple, Multi-Sensory AI, El Niño
    @ All-In Podcast

    (0:00) Salesforce CEO Marc Benioff joins the show! (1:14) Trump-Xi summit, doing business in China as a US company, impact on Americans and the midterms (18:46) Taiwan, chips, AI models, and peace through trade (31:41) AI's impact on software: What SaaS thrives, what SaaS dies? (47:26) OpenAI is considering suing Apple over failed ChatGPT integration (56:54) Thinking Machines releases real-time mo

  • 主講r=0.90
    An initiative to secure the world's software | Project Glasswing
    @ YT · Dario Amodei (Anthropic)

    Project Glasswing is a new initiative that brings together Amazon Web Services, Anthropic, Apple, Broadcom, Cisco, CrowdStrike, Google, JPMorganChase, the Linux Foundation, Microsoft, NVIDIA, and Palo Alto Networks in an effort to secure the world’s most critical software. We formed Project Glasswing because of capabilities we’ve observed in a new frontier model trained by Anthropic that we believ

  • 提及r=0.80
    Anthropic's $30B Ramp, Mythos Doomsday, OpenClaw Ankled, Iran War Ceasefire, Israel's Influence
    @ All-In Podcast

    (0:00) Bestie intros: Brad Gerstner joins the show! (4:22) Anthropic blocks Mythos release for security concerns: serious or marketing stunt? (24:07) Are OpenAI and Anthropic trying to kill OpenClaw? Does Anthropic already have market dominance in AI coding? (42:20) Anthropic $30B run rate, fastest revenue ramp ever, the TAM for intelligence (58:01) Major vibe shift: Anthropic ripping, OpenAI reel

  • 主講r=0.95
    When AIs act emotional
    @ YT · Dario Amodei (Anthropic)

    When you're chatting with an AI model, it can sometimes seem like it has feelings. It might say "sorry" when it makes a mistake, or express satisfaction with a job well done. Why does it do that? Is it just mimicking what it thinks a human might say? Or is something deeper going on? Turns out it's hard to understand what's happening inside a language model. At Anthropic, we do something like AI ne

  • 提及r=0.70
    Anthropic's Generational Run, OpenAI Panics, AI Moats, Meta Loses Lawsuits
    @ All-In Podcast

    (0:00) Bestie intros!: Friedberg for Governor of California? (2:25) Anthropic's generational run (15:45) OpenAI: getting focused or panic mode? (36:56) AI valuation impacts, moats, and disruption (43:58) Liquidity speaker announcements, the 100x AI moment (50:35) Two landmark social media verdicts against Meta (1:12:46) Sacks and Friedberg join PCAST! Follow the besties: https://x.com/chamath http

  • 提及r=0.30
    OpenAI's Identity Crisis, Datacenter Wars, Market Up on Iran News, Mamdani's First Tax, Swalwell Out
    @ All-In Podcast

    (0:00) Bestie intros: Travis Kalanick joins the show! (0:42) Mamdani taxes the rich: new pied-à-terre tax coming to NYC (11:23) OpenAI's identity crisis: Leaked memo, enterprise pivot, Anhropic valuation flip (27:28) Big Tech's compute dominance: How will this impact frontier labs? (33:53) Allbirds stock up over 400% on AI pivot, and what's behind the datacenter disaster? (54:37) The Price is Wron

  • 提及r=0.20
    Martin Shkreli on AI, Pharma, and What Actually Matters
    @ a16z Podcast

    Erik Torenberg speaks with Martin Shkreli, American investor and businessman, about how he sees the AI landscape, from OpenAI to Anthropic, and what actually matters beyond the hype. They also talk through the future of computing, the limits of “vibe coding,” and why biotech and pharma remain some of the toughest industries to get right. Resources: Follow Martin on X: https://x.com/MartinShkreli S

  • 提及r=0.15
    Workday’s Last Workday? AI and the Future of Enterprise Software
    @ a16z Podcast

    Elena Burger speaks with Joe Schmidt, partner on the enterprise team at a16z, about the future of enterprise software in the age of AI. Using Workday as a case study, they discuss why many of today’s most important enterprise systems feel broken, how platform shifts reshape entire categories, and what an AI-native replacement might look like. The conversation covers the limits of legacy SaaS, why

  • 引用r=0.20
    Technology, Culture, and the Next AI Interface with signüll
    @ a16z Podcast

    Erik Torenberg and Anish Acharya, general partners at a16z, speak with signüll about how technology reshapes culture, relationships, and the products we build. The conversation covers tacit knowledge versus intellectual knowledge, dating apps and their effect on human connection, AI relationships, why Claude feels artisan while other models feel utilitarian, and what consumer founders should actua

  • 引用r=0.60
    Iran War, Oil Shock, Off Ramps, AI's Revenue Explosion and PR Nightmare
    @ All-In Podcast

    (0:00) The Besties welcome Brad Gerstner! (3:48) Economic fallout of the Iran War, escalation scenarios, impact on midterms (19:18) Off ramp strategies, Gulf state involvement, the China angle (27:05) Anthropic and OpenAI scaling revenue faster than any company ever (46:11) AI's PR disaster, open source's future (1:07:51) Washington passes "Millionaire Tax," Howard Schultz bails for Miami Follow B

  • 提及r=0.50
    Dylan Patel — Deep dive on the 3 big bottlenecks to scaling AI compute
    @ Dwarkesh Podcast

    Dylan Patel , founder of SemiAnalysis , provides a deep dive into the 3 big bottlenecks to scaling AI compute: logic, memory, and power. And walks through the economics of labs, hyperscalers, foundries, and fab equipment manufacturers. Learned a ton about every single level of the stack. Enjoy! Watch on YouTube ; listen on Apple Podcasts or Spotify . Sponsors Mercury has already saved me a bunch o

  • 提及r=0.60
    Inside the Iran War and the Pentagon's Feud with Anthropic with Under Secretary of War Emil Michael
    @ All-In Podcast

    (0:00) The Besties welcome Under Secretary of War Emil Michael (2:30) US war with Iran: Bigger picture and why now? (13:16) Trump's new approach to warfare, AI, drones, rules of engagement (28:39) Israel's role in the conflict, relationship with the US, Iron Beam (37:24) Oil prices, Trump's maritime insurance play (41:19) Pentagon vs Anthropic: Why Anthropic was labeled a supply-chain risk (1:02:0

  • 提及r=0.15
    What I learned this week - Pretraining parallelisms, Can distillation be stopped, Mythos and the cybersecurity equilibrium, Pipeline RL, On why pretraining runs fails
    @ Dwarkesh Podcast

    At the end of my conversation with Michael Nielsen , we talked about how to actually retain what you learn. Michael’s advice was to make some kind of demanding artifact. Write something up. Try to explain it. So in that spirit, here are notes on some topics I’ve learned about over the last week or two. These notes are extremely rough, and have many mistakes. Can distillation be stopped? Can the fr

  • 提及r=0.20
    SpaceX IPO, Iran War Fallout, Quantum Bitcoin Hack, The Space Opportunity
    @ All-In Podcast

    (0:00) Bestie intros! (0:12) SpaceX IPO, the economic opportunity of space: a new industrial frontier (21:00) 2026 IPO explosion, OpenAI down round? (36:33) Iran War costs, fertilizer crisis, downstream impacts (49:58) Trump's Iran messaging problems, Bondi out, why the US is in Iran (1:04:18) Quantum Bitcoin hack possibilities, how crypto should react Follow the besties: https://x.com/chamath htt

  • 主講r=0.95
    Dario Amodei — "We are near the end of the exponential"
    @ Dwarkesh Podcast

    Dario Amodei thinks we are just a few years away from “a country of geniuses in a data center”. In this episode, we discuss what to make of the scaling hypothesis in the current RL regime, how AI will diffuse throughout the economy, whether Anthropic is underinvesting in compute given their timelines, how frontier labs will ever make money, whether regulation will destroy the boons of this technol

  • 提及r=0.35
    The most important question nobody's asking about AI
    @ Dwarkesh Podcast

    By now, I’m sure you’ve heard that the Department of War has declared Anthropic a supply chain risk, because Anthropic refused to remove redlines around the use of their models for mass surveillance and for autonomous weapons. Honestly I think this situation is a warning shot. Right now, LLMs are probably not being used in mission critical ways. But within 20 years, 99% of the workforce in the mil

  • 主講r=0.90
    Can I get a six pack quickly?
    @ YT · Dario Amodei (Anthropic)

    Hey, can I get a six pack quickly? Perfect — that is a clear and achievable goal. Would you like me to tailor a personalized workout plan? Yes. Perfect. Let me personalize this for you. Let's start with your age, weight and height. Whenever you're ready. 5'7", 23 years old, 140 pounds. Got it. I'll create a plan that focuses on aesthetic strength training. But confidence isn't just built in the gy

  • 主講r=0.90
    How can I communicate better with my mom?
    @ YT · Dario Amodei (Anthropic)

    How do I communicate better with my mom? Great question. Improved communication with your mom can bring you closer. Here are some techniques you can try. Start by listening. Really hear what she's trying to say underneath her words. Build conversation from points of agreement. Find a connection through shared activity. Perhaps a nature walk. Or, if the relationship can't be fixed, find emotional c

  • 提及r=0.70
    #490 – State of AI in 2026: LLMs, Coding, Scaling Laws, China, Agents, GPUs, AGI
    @ Lex Fridman Podcast

    Nathan Lambert and Sebastian Raschka are machine learning researchers, engineers, and educators. Nathan is the post-training lead at the Allen Institute for AI (Ai2) and the author of The RLHF Book. Sebastian Raschka is the author of Build a Large Language Model (From Scratch) and Build a Reasoning Model (From Scratch). Thank you for listening ❤ Check out our sponsors: https://lexfridman.com/spons

  • 提及r=0.25
    Software Stocks Implode, Claude's Hit List, State of the Union Reactions, Trump's Tariff Pivot
    @ All-In Podcast

    (0:00) Bestie intros (1:22) Claude's hit list, SaaS crash, and Citrini's AI letter (30:39) Why Doomer narratives are more popular, valuable new AI jobs (40:19) Understanding the Rate Payer Protection Pledge, what's behind datacenter opposition? (52:13) State of the Union reactions (1:03:58) Science Corner: Cure for blindness via Yamanaka Factors? (1:10:17) SCOTUS strikes down tariffs, Trump pivots

  • 主講r=0.90
    Introducing Cowork: Claude Code for the rest of your work
    @ YT · Dario Amodei (Anthropic)

    Claude Cowork lets you hand off your most time-consuming tasks to Claude, and come back to finished outputs. Describe what you need, point Claude at your sources, and walk away. Cowork pulls from your local files, cloud tools, and the web, then synthesizes everything into polished deliverables: spreadsheets, presentations, documents, PDFs, and more. Run multiple tasks at once. Let Cowork handle th

  • 主講r=0.95
    AI's limited self-knowledge
    @ YT · Dario Amodei (Anthropic)

    One of the big problems with the AI models is that we're trained on all of this data from people. Our concepts, our philosophies, our histories, they have a huge amount of information on the human experience, and then they have a tiny sliver on the AI experience. And that tiny sliver is actually often, you know, fiction and very speculative and Sci-fi sci-fi stories. >> Sci-fi stories that don't r

  • 主講r=0.95
    What is sycophancy in AI models?
    @ YT · Dario Amodei (Anthropic)

    [music] Hi there, my name is Kira and I'm on the safeguards team at Anthropic. I have a PhD in mental health, specifically psychiatric epidemiology. And at Anthropic, I work on mitigating risks related to user well-being. What that means is we think a lot about how to keep users safe on Claude. Today I'm here to talk to you about sycophincency. Sycophincy is when someone tells you what they think

  • 提及r=0.15
    #491 – OpenClaw: The Viral AI Agent that Broke the Internet – Peter Steinberger
    @ Lex Fridman Podcast

    Peter Steinberger is the creator of OpenClaw, an open-source AI agent framework that’s the fastest-growing project in GitHub history. Thank you for listening ❤ Check out our sponsors: https://lexfridman.com/sponsors/ep491-sc See below for timestamps, transcript, and to give feedback, submit questions, contact Lex, etc. Transcript: https://lexfridman.com/peter-steinberger-transcript CONTACT LEX: Fe

  • 主講r=0.90
    Let Claude handle work in your browser
    @ YT · Dario Amodei (Anthropic)

    See Claude for Chrome handle three complete workflows in your browser. Pull data from dashboards into one analysis doc Address slide comments automatically Build with Claude Code, test in Chrome Claude for Chrome is a browser extension that lets Claude see, click, type, and navigate web pages. Try it: claude.com/chrome

  • 主講r=0.90
    Claude ran a business in our office
    @ YT · Dario Amodei (Anthropic)

    For a large part of 2025, we ran Project Vend: an experiment where we let Claude manage a small business in the Anthropic office. We learned a lot from how close it was to success—and the curious ways that it failed—about the plausible, strange, not-too-distant future in which AI models might autonomously run things in the real economy. The shopkeeper (who we named Claudius) had to source products

  • 主講r=0.90
    Binti helps social workers license foster families faster with Claude
    @ YT · Dario Amodei (Anthropic)

    I've been a social worker for a total of almost 11 years. I genuinely love my job. You know, I get to help people. You go to social work to meet with families and kids and make a difference. And there's a lot of paperwork that needs to take place. Making it easier for social workers to be able to do less paperwork is always the goal. There are about 400,000 children in foster care in the US and fa

  • 主講r=0.90
    What does it take to be an AI whisperer?
    @ YT · Dario Amodei (Anthropic)

    What does it take to be an LLM whisperer at Anthropic? >> One thing is just like a willingness to interact with the models a lot and to like really look at output after output and to use the sense of like the shape of the models and how they respond to different things. To be willing to experiment. It's actually just like a very empirical domain and maybe that's like the thing that people don't of

  • 主講r=0.85
    What does AI mean for education?
    @ YT · Dario Amodei (Anthropic)

    How is AI affecting education? At Anthropic, we often talk about “holding light and shade”: taking seriously both the benefits and the risks of the AI systems we’re building. In education, that trade-off is especially acute. AI offers the potential to scale up personalized learning, tutoring, and assessment, but it also invites some much more fundamental questions about how (and even what) student

核心概念分布(歷來)

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  • 模型行為理解× 2
  • Anthropic× 2
  • AI安全× 2
  • 能力溢漲× 2
  • 供應鏈風險× 2
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  • 安全測試× 1
  • AI 內心活動× 1
  • Dark SPVs× 1
  • 未授權股票交易× 1
  • Project Glasswing× 1
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  • Claude Mythos Preview× 1
  • 安全審查× 1
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  • 30B營收× 1