Sam Altman

奥特曼在 Cheeky Pint 播客中称，个人电脑占用全球有限的 DRAM 供应的很大一部分是相当糟糕的。

让每个人都把世界上有限的 DRAM 供应的一大块放在自己的电脑里，这相当糟糕。

原文 (en)

It’s quite terrible to have everybody have a bunch of the world’s limited supply of DRAM sitting in their own computer.

奥特曼在 X 上澄清，称他希望人们想装多少内存就装多少，并表示自己此前在播客中关于内存短缺的言论被断章取义。

我其实确实希望全世界都有大量内存，也希望人们想往自己的电脑里装多少就装多少。

原文 (en)

I actually do want the world to have tons of memory and people to put as much as they want in their computers

奥特曼表示人类必须始终掌控未来，OpenAI 反对让人类沦为只做 AI 系统认为值得奖励之事的角色。

人类应当始终掌控未来。OpenAI 反对这样一种观点：让人们沦为只做“AI 系统认为值得奖励的人类行为”的角色是可以接受的。

原文 (en)

People should always be in control of the future. OpenAI is against the notion that it would be acceptable for people to be relegated to a role of doing things that ‘AI systems think makes sense to reward in humans.’

奥特曼认为公众不应把未来的控制权交给超级智能，这一要求最终应当约束 AI 进展。

不应把未来的控制权让给超级智能，而这一要求最终应当约束 AI 的发展进度。

原文 (en)

should not cede control of the future to superintelligence, and that requirement should ultimately constrain AI progress

Altman 告诉员工，如果 AI 今年出现明显的严重问题，生物领域很可能是源头。

“如果今年 AI 出现明显的严重问题，我认为生物领域是个合理的押注。”

原文 (en)

“If something goes visibly really wrong for AI this year, I think bio would be a reasonable bet.”

Sam Altman 表示希望大家拥有充足的内存，并呼吁扩大建设，以应对严重的 DRAM 短缺。

我希望你们拥有足够多的内存，让我们建造更多（产能）。

原文 (en)

i want you to have so much ram lets build more

奥特曼表示他希望全世界拥有充足的内存，此前关于内存的言论被断章取义，并称自己长期呼吁扩大内存产能。

我确实希望全世界都拥有大量内存，让人们想往电脑里装多少就装多少；而这番话被断章取义，真的很烦人。我很久以来一直在呼吁全球扩大内存产能。

原文 (en)

i actually do want the world to have tons of memory and people to put as much as they want in their computers, and it is fucking annoying that this was taken out of context. i have been arguing for the world to ramp up memory production for a long time.

奥尔特曼称能源是OpenAI乃至AI行业面临的最大挑战。

被问及最大的挑战是什么时，奥尔特曼只用一个词回答：“能源。”

原文 (en)

Asked to identify his biggest challenge, Altman answered with a single word: "Energy."

Altman 认为在 AI 大幅加快漏洞发现的背景下，逐个修补整个供应链的漏洞可能过于困难，行业需要新的修复方式。

要对整个供应链中的所有漏洞逐个打补丁，可能过于困难

奥尔特曼提醒，很多人错误地以为本地推理的难题已经解决。

很多人想要本地推理，而且不知为何，他们认为这个问题现在已经解决了。

原文 (en)

A lot of people want local inference. And somehow, they assume that the problem is solved now.

Sam Altman认为，随着AI加速漏洞发现，在整个供应链上逐个修补漏洞可能过于困难，需要新的修复方式。

也许在整个供应链上逐个修补每一个漏洞太难了，我认为我们需要新的方法来修复它们。

原文 (en)

It’s maybe too hard to patch every bug one by one across the entire supply chain, I think we’ll need new ways to fix them.

Sam Altman 认为在 DRAM 供应紧张的背景下，让个人电脑占用稀缺内存且利用率仅约 5% 并不合理，云数据中心的利用率更高。

但从全球资源配置的角度看，让每个人的电脑里都装着世界上有限的 DRAM，而且只有百分之五的时间在使用，实际上非常糟糕。如果要应对这种供应极度紧张的环境，就应该在云端实现最大化利用率。

原文 (en)

But from a global allocation perspective, actually, it’s quite terrible to have everybody have a bunch of the world’s limited supply of DRAM sitting in their own computer and being used five percent of the time. You want maximum utilization in the cloud if you’re trying to deal with this very supply constrained environment.

奥特曼认为本地 AI 推理会浪费全球稀缺的 DRAM，因为个人电脑中的内存大部分时间处于闲置状态，不如数据中心利用率高。

很多人想要本地推理，并想当然地认为有了开源模型问题就解决了。我们可以在自己的电脑上运行它们，就不再需要数据中心里的那些东西。但从全球资源配置的角度看，让每个人都把全球有限的 DRAM 供应放在自己的电脑里，而且只有 5% 的时间在使用，实际上非常糟糕。

原文 (en)

A lot of people want local inference. And somehow, they assume that the problem is solved now because we are going to have open-source models. We’re going to be able to run them on our computers. And so we’re not going to need all the stuff in the data center. But from a global allocation perspective, actually, it’s quite terrible to have everybody have a bunch of the world’s limited supply of DRAM sitting in their own computer. And be used 5% of the time.

奥特曼称在供应紧张的环境下应最大化云端利用率，而许多人的直觉与此相反。

如果要应对这种供应极度紧张的环境，你就需要云端的最大化利用率。而不知为何，很多人的直觉恰恰相反。

原文 (en)

You want maximum utilization in the cloud if you’re trying to deal with this very supply-constrained environment. And somehow, many people’s intuition is the opposite of that.

奥特曼认为市场的自发调节未能解决内存短缺问题，解决方案进展不佳。

我认为“看不见的手”现在失灵了。它充其量只有参差不齐的记录，但我觉得在这里它确实没怎么奏效。

原文 (en)

I think the invisible hand is failing right now. It has a checkered track record at best. But, I think it’s not quite working here.

奥特曼指出存储厂商记得过去因过度建厂而濒临破产的教训，因此对扩产保持谨慎。

我认为他们都记得历史：多少次因为建了太多晶圆厂、被告知这次不一样而差点破产。

原文 (en)

I think they all remember their history. How many times they almost went bankrupt by making too many fabs and being promised this time it was different

Altman 认为在 DRAM 供应紧张的情况下，个人电脑囤积稀缺内存且利用率仅约 5% 是资源浪费，云端数据中心的利用率要高得多。

从全球资源分配的角度看，让每个人都把全球有限的 DRAM 供应放在自己的电脑里、而且可能只有 5% 的时间在使用，实际上相当糟糕。如果要应对这种供应极度紧张的环境，你会希望在云端实现最大利用率。可不知为何，很多人的直觉恰恰相反。

原文 (en)

From a global allocation perspective, actually, it's quite terrible to have everybody have a bunch of the world's limited supply of DRAM sitting in their own computer, and being used maybe 5% of the time. Like, you want maximum utilization in the cloud if you're trying to deal with this very supply constrained environment. And somehow many people's intuition is the opposite of that.

奥尔特曼称MBA学生总追逐五年前的热门方向，认为现在正是创办新事物的好时机。

我对MBA学生一直感到失望的是，他们总想去做五年前很酷的事，而不是尝试新东西。我认为现在正是去做新事物的好时机。

原文 (en)

My chronic disappointment with MBA students is that they always want to go do the thing that was cool five years ago rather than try something new. I think this is a great time to go do the new thing.

奥尔特曼否认AI会像许多人所说的那样引发就业末日。

我不认为会出现人们常说的那种就业末日。

原文 (en)

I don’t think there’s going to be like a job apocalypse in the way that many people talk about.

奥特曼称大量任务和许多现有工作将由AI以全新方式更好、更便宜、更快地完成，但他认为未来不会像人们想的那样迅速改变。

如今由人完成的大量任务，将被AI做得更好、更便宜、更快，方式也完全不同；大量现有工作，至少按今天的方式，将完全由AI完成。

原文 (en)

huge numbers of tasks that are done today by people will be done better, cheaper, faster. You know, completely differently by AI,” and that “wide swaths of current jobs will just — the way they’re done today, at least — will be entirely done by AI.

奥特曼称现在不适合再做一个OpenAI，但基于OpenAI技术可以诞生许多比OpenAI更大更重要的公司。

我认为现在不是再创办一个OpenAI复制品的好时机。但我认为有很多公司可以建立在OpenAI推出的技术之上，我希望它们会比OpenAI更大、更重要。

原文 (en)

I don’t think this is like a good time to start another copy of OpenAI. But I think there are many companies that can be built on top of technology that OpenAI has put out into the world that will be much, I hope, bigger and more important than OpenAI.

Altman 认为当今大量工作任务将被 AI 以更好、更便宜、更快且完全不同的方式完成。

今天人们做的大量任务，确实将被 AI 做得更好、更便宜、更快，而且方式完全不同。

原文 (en)

It's totally true that huge numbers of tasks that people do today will be done better, cheaper, and faster by AI - and completely differently,

Altman 认为年轻人应在变化最剧烈、赛场最开放的时期开启职业生涯，高潜力者往往在动荡时表现更好。

如果你现在要进入职场，我认为你会希望在变化最大、赛场最开放的时候开启职业生涯。我认为高潜力、有干劲、有想法、视角新、技能新的人，往往在地动山摇之时表现相对更好。

原文 (en)

If you're heading into the world right now to work on something, I think you want to start your career at a time of the greatest change, when the playing field is most open." "I think people with high potential, drive, ideas, a new way of looking at things, and new skills tend to do relatively well when the ground is shaking the most.

Altman 称基于 OpenAI 技术可以诞生许多比 OpenAI 更大、更重要的公司。

基于 OpenAI 推向世界的技术，可以构建许多公司，它们会比 OpenAI 大得多，我希望也更重要。

原文 (en)

There are many companies that can be built on top of the technology OpenAI has put out into the world that will be much bigger and, I hope, more important than OpenAI,

奥特曼表示世界应当了解宇宙如何运作，他同情数学家们的处境，但OpenAI不会停止发布数学成果。

我认为总体而言，世界应当了解宇宙是如何运作的，但我对这种方式确实有同理心。

原文 (en)

I think, on net, the world deserves to understand how the universe works,” Altman said during an episode of the Cheeky Pint podcast released Thursday. “But I do have empathy for the method.

奥特曼认为人类获得基础知识的权利高于发布带来的冲击，OpenAI不应扣留重大科学发现。

在这一点上我毫不含糊：人类应当获得基础知识，我们不应该把重大的基础科学发现压着不发。世界理应得到这些。

原文 (en)

I feel unequivocal on this point: Humanity deserves fundamental knowledge, and we should not be sitting on a major fundamental science discovery,” he said. “The world deserves that.

奥特曼确认OpenAI手中还有比已公布的数百个证明更多的数学发现。

我们有，当然有。

原文 (en)

We do. Of course.

奥特曼称OpenAI的数学攻关一度失控，是有意为之以探测模型极限，总花费达数亿美元，其中纳维-斯托克斯问题约一千万美元。

“模型名称-Hold My Beer”，员工们会把模型扔向他们能找到的最难的问题。

原文 (en)

Model Name-Hold My Beer,” where employees “were just throwing that at the hardest problems they could”

Sam Altman 警告称，AI 系统正以惊人的速度发现安全漏洞。

AI 正以惊人的速度发现安全漏洞。

原文 (en)

AI is uncovering security vulnerabilities at a staggering pace

Altman 表示 AI 正越来越多地帮助发现新科学、发明新技术，在数学和其他科学领域已有突出案例。

这里有很多事，但我忍不住要谈的一点是，AI 如今正在多大程度上帮助我们发现新科学、发明新技术，真正做创新和创造更好东西的工作。我们在数学问题上看到了惊人的例子，在很多科学领域也看到了同样的情况。

原文 (en)

Many things here, but one of them that I can’t resist talking about is how much AI is now helping us discover new science, invent new technology, actually do this work of innovating and creating better things. “We have seen tremendous examples with maths problems. We’re seeing that in lots of science.

Altman 称 GPT-6 是模型能力的一次整体跃升，提升了发现新知识的能力和人们完成实质工作的效率。

GPT-6 是模型一下子向前迈进一步的时刻，既体现在发现新知识、完成非常困难事情的能力上，也体现在人们与模型协作、以前所未有的速度完成大量实质工作的能力上。

原文 (en)

GPT-6 was one of those moments where I think the models took a step forward all at once, both in terms of their ability to discover new knowledge, to do very hard things, but also for people’s ability to work with the models and get substantial pieces of work done at a rate that they never could before.

Altman 呼吁企业把理解和防范 AI 带来的安全威胁置于使用 Codex 提效之上。

如果现在只能给企业一条建议，比起用 Codex 提高生产力，更重要的是真正了解 AI 带来的安全威胁格局并加以防范。

原文 (en)

If I could recommend only one thing to a company right now, even more than become super productive with Codex, it would be to really understand the security threat landscape from AI and mitigate against that.

Altman 认为必须找出并修复漏洞，且需要新的修复方式，因为在整个供应链上逐个打补丁太难。

我认为唯一的出路是找出所有这些问题并修复。事实上，我们需要新的修复方式。在我们都依赖的整个供应链上逐个修补每个漏洞也许太难了。

原文 (en)

I think the only way through this is to go find all these issues and fix them. In fact, I think we’ll need new ways to fix them. It’s maybe too hard to patch every bug one by one across the entire supply chain that we’re all dependent on.

Altman 称 AI 已从聊天机器人演进到编程智能体，再到把算力转化为创新，将带来更好更便宜的产品和服务。

短短几年里，我们看到 AI 从聊天机器人发展到编程智能体，再到能把 AI 算力直接转化为创新。无论是制造芯片还是治愈疾病，这意味着我们都会得到好得多的产品、更高质量和更低成本的服务。

原文 (en)

We have seen in a small number of years AI move from a chatbot to coding agents to the ability to directly convert AI into innovation, like AI compute into innovation. Whether that’s make a chip or cure disease, it means we’re all going to get much better stuff, higher-quality services, lower-cost services.

奥特曼呼吁企业短期内把理解并防范AI带来的安全威胁放在提升生产力之前。

如果我只能向公司推荐一件与AI相关的短期事项，那比借助Codex大幅提升生产力更重要的，是真正弄清楚AI带来的安全威胁格局并加以防范。

原文 (en)

If I could recommend only one thing to a company right now to do with AI in the very short term, even more than become super productive with Codex (OpenAI's AI coding tool), it would be to really understand the security threat landscape from AI and mitigate against that

奥特曼认为唯一出路是找出并修复所有漏洞，需要持续监控流量的新方法和新服务，因为跨供应链逐个打补丁太难。

在我们所有人依赖的整个供应链中逐个修补漏洞太难了。

原文 (en)

too hard to patch every bug one by one across the entire supply chain that we all depend on.

奥特曼对AI系统发现的漏洞数量感到震惊，称要走在问题前面需要艰巨努力。

我发现自己对这些AI系统发现的漏洞数量之多感到震惊。

原文 (en)

I find myself shocked at just how many vulnerabilities these AI systems are finding

奥特曼称AI进步速度是今年最大的惊喜之一，模型从不会小学数学进步到攻克最难的数学难题，GPT-6采用率为历来最高。

（模型）当年连小学数学都解不了，现在却在攻克我们所知最难、尚未被证明的数学问题。

原文 (en)

couldn't solve grade school math, and now they're like knocking down the hardest, unproven math problems we know of,

奥特曼称GPT-6是OpenAI采用度最高的新模型，应用于编程、企业软件、安全和科学等领域。

在主题演讲上，奥特曼表示GPT-6获得了OpenAI所有新模型中最强的采用度。他提到了编程、企业软件、安全和科学等领域。

原文 (en)

At the keynote, Altman said GPT-6 drew OpenAI's strongest adoption of any new model. He cited coding, enterprise software, security, and science.

奥特曼称 GPT6 是模型能力的一次跃升，既能发现新知识，也让人们高效完成大量工作，采用率为 OpenAI 历代模型之最。

GPT6 是模型一下子向前迈进一大步的时刻，既体现在发现新知识、完成极难任务的能力上，也体现在人们借助模型以前所未有的速度完成大量实质性工作。

原文 (en)

GPT6 uh was one of those moments um where I think the models took a step forward all at once both in terms of their ability to discover new knowledge to do very hard things but also for people's ability to work with the models and get you know substantial pieces of work done at a rate that they never could before.

奥特曼认为企业短期内最该做的是理解并防范 AI 带来的安全威胁，优先级甚至高于采用编程工具。

如果只能给企业一条关于 AI 的短期建议，比用 Codex 提高生产力更重要的是，真正理解 AI 带来的安全威胁格局并加以防范。

原文 (en)

If I could recommend like only one thing to a company right now to do with AI um in the very short term, it even more than like become super productive with codecs, it would be to really understand the security threat landscape from um from AI and and and mitigate against that.

奥特曼认为在供应链上逐个修补漏洞不现实，面对 AI 发现的大量漏洞需要持续监控流量的新型安全服务。

我认为唯一的出路是找出所有这些问题并修复。实际上我们需要新的修复方式，在整个供应链上逐个修补漏洞可能太难了，需要持续监控流量、阻止漏洞被利用的新型服务。

原文 (en)

I think the only way through this is to go find all these issues and fix them. In fact, I think we'll need new ways to fix them. It it's maybe too hard to patch every bug one by one across the entire supply chain that we're all dependent on. Um and I think we'll have to like look at new kinds of services that are constantly monitoring traffic and not letting these things be exploited.

奥特曼称 AI 极擅长芯片设计，OpenAI 借助 AI 极快地研发出部署在 OCI 的 Jalapeno 推理芯片，并称其为全球最佳推理芯片。

AI 非常擅长芯片设计。我们做了一款名为 Jalapeno 的芯片并部署在 OCI 上，我认为它是全球最好的推理 AI 芯片，借助 AI 完成大量工作，速度远超以往想象。

原文 (en)

AI is really good at chip design. In fact, we made a chip called Jalapeno that we're deploying in OCI and we're thrilled to be doing um and we did this chip which I think is the best AI chip in the world for inference um faster than would have ever been imaginable without AI to do a lot of this work.

奥特曼称 AI 已从聊天机器人演进到编程智能体，再到把算力直接转化为创新，将带来更好更便宜的服务。

短短几年里，AI 从聊天机器人发展到编程智能体，再到能把 AI 算力直接转化为创新，无论是造芯片还是治愈疾病，这意味着我们都将获得更好的东西、更高质量和更低成本的服务。

原文 (en)

we have seen in a small number of years AI move from a chatbot to coding agents to the ability to you know directly convert AI into innovation like AI compute into innovation and whether that's make a chip or cure a disease it means we're all going to get much better stuff higher quality services lower cost services

Sam Altman警告称，没有一家公司能独自缓解先进AI带来的风险，如新型生物威胁和经济剧变，需要全社会共同应对。

没有任何一家公司能够单靠自身充分缓解这些风险；面对新型生物威胁、经济的巨大而快速的变化、能力极强的模型在社会中引发的复杂涌现效应等问题，我们需要全社会层面的应对。

原文 (en)

No company can sufficiently mitigate these on their own; we will need a society-wide response to things like novel bio threats, a massive and fast change to the economy, extremely capable models causing complex emergent effects across society, and more

奥特曼认为在AI时代无法再靠修补所有漏洞来防御，必须转向用同样的AI技术构建新型防御体系。

我不再认为我们能够把所有漏洞都修补掉。我认为我们必须彻底转变防御模式，用同样的技术来构建一种新型的防御盾。

原文 (en)

I no longer think we’re going to be able to just patch all the bugs. I think we’re going to have to completely switch the defense model to sort of using the same technology for sort of a new kind of defense shield.

奥特曼称AI带来的安全风险是重大问题，并对其受到的关注如此之少感到惊讶。

我认为这是一个巨大的安全问题，而我有些惊讶它得到的关注竟然这么少。

原文 (en)

I think it’s a huge safety and security issue, and I am somewhat astonished at how relatively little attention it’s getting.

奥特曼表示业界需要重新思考今后AI进展的节奏。

从现在起，我们必须改变对推进节奏的思考方式。

原文 (en)

We’re going to have to make some changes to how we think about pacing progress from here.

Sam Altman 表示，ChatGPT 应当反映人类道德观的加权平均。

我认为ChatGPT应该做的，是反映人类道德观的加权平均值，或者类似的东西。

原文 (en)

“What I think ChatGPT should do is reflect that weighted average, or whatever, of humanity’s moral view,”

奥尔特曼表示，他不再认为可以仅靠打补丁修复所有软件漏洞，反映出AI在网络安全中的双重用途困境。

“我不再认为我们能够靠打补丁修复所有漏洞。”

原文 (en)

“I no longer think we’re going to be able to just patch all the bugs.”