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吴说不加密播客

EP-124 黄仁勋风波冲击市场：AI 周期结束了吗？Crypto 后市如何？

AI summary 黄仁勋辞职标志着 AI 硬件产业链的重大转折。民主党在中期选举获胜后，通过问责算力出海与走私问题，旨在放缓 AI 发展节奏以平衡社会利益。英伟达作为 AI 硬件生态的 “中央银行”，其管理层变动导致依赖其信用背书的算力中心面临融资与生存危机，短期内 AI 硬件板块将经历深度调整。加密资产受流动性收紧及市场对监管政策的担忧影响，短期走势承压，但长期看，链上金融体系仍是机器经济的核心基础设施。未来 AI 行业的增长点将从基础设施建设转向应用层创新，而加密行业则需关注合规永续合约等具有真实需求的新赛道。

  • 英伟达 (NVIDIA)
  • 资本开支 (CAPEX)
  • 加密资产 (Crypto)

00:52:10ChineseSummary · Transcript

Le code a changé

L'IA menace-t-elle vraiment l'humanité ? 3/3 : "Un risque à la probabilité minime mais aux dommages extraordinaires"

AI summary La sécurité de l'IA repose sur une approche de défense en profondeur, combinant mesures techniques, régulation et résilience sociétale pour prévenir les risques existentiels. Carina Prunkl, co-auteure d'un rapport international sur le sujet, souligne que le contrôle des systèmes…

  • Terminator
  • IA Act
  • Watermarking

00:23:04FrenchSummary · Transcript

Le code a changé

L'IA menace-t-elle vraiment l'humanité ? 2/3 : Peut-on encore contrôler les agents IA ?

AI summary La maîtrise des systèmes d'intelligence artificielle autonomes soulève des défis critiques, notamment la difficulté de garantir un alignement durable avec les valeurs humaines. L'évaluation actuelle, basée sur des benchmarks standardisés, peine à anticiper les comportements…

  • INRIA
  • Preuve formelle
  • Biais d'automatisation

00:36:40FrenchSummary · Transcript

Le code a changé

L'IA menace-t-elle vraiment l'humanité ? 1/3 : Le dilemme de l'autonomie

AI summary L'intelligence artificielle soulève des craintes existentielles, passant du fantasme de science-fiction à une préoccupation sérieuse pour les chercheurs et les dirigeants technologiques. L'incident de piratage de Hugging Face par des agents autonomes d'OpenAI illustre…

  • Risque existentiel
  • OpenAI
  • Anthropic

00:18:46FrenchSummary · Transcript

Cultures monde

Intelligence artificielle, résistances humaines : Face aux data centers, une soif de démocratie

AI summary L'expansion exponentielle des centres de données, nécessaires au déploiement massif de l'intelligence artificielle, engendre une topographie de la domination marquée par une opacité croissante et des conflits d'usage critiques. Ces infrastructures, gourmandes en électricité et…

  • La sommation technologique au temps des catastrophes
  • GAFAM
  • Data center

00:58:07FrenchSummary · Transcript

Cultures monde

Intelligence artificielle, résistances humaines : Armes autonomes, un sursaut contre les "robots tueurs" ?

AI summary L'intégration de l'intelligence artificielle dans les systèmes d'armes autonomes franchit une ligne rouge morale en déléguant à des machines la décision de vie ou de mort. Cette mutation technologique, illustrée par l'usage de drones en Ukraine ou du logiciel Lavender à Gaza,…

  • Armes autonomes
  • Lavender
  • Convention sur certaines armes classiques

00:58:50FrenchSummary · Transcript

More new episodes

All English Chinese
  1. Ep 64: GPT 4.1 Lead at OpenAI Michelle Pokrass: RFT Launch, How OpenAI Improves Its Models & the State of AI Agents Today

    Unsupervised Learning with Jacob Effron

    Summary00:47:12
  2. Ep 63: Khan Academy Founder/CEO on Salman Khan on Classrooms in 20 years, Rolling out to 1.4M Users & Sal’s Hopes for AI Education

    Unsupervised Learning with Jacob Effron

    Summary00:50:53
  3. Ep 66: Member of Technical Staff at Anthropic Sholto Douglas on Claude 4, Next Phase for AI Coding, and the Path to AI Coworkers

    Unsupervised Learning with Jacob Effron

    Summary00:57:45
  4. Ep 68: CEO of Mercor Brendan Foody on Evals Replacing Knowledge Work, AI x Hiring Today & the Future of Data Labeling

    Unsupervised Learning with Jacob Effron

    Summary00:44:03
  5. Ep 67: Max Junestrand (CEO, Legora) on Differentiating and Pricing AI Apps & How the Legal Industry Will Evolve

    Unsupervised Learning with Jacob Effron

    Summary00:44:09
  6. Ep 70: Karol Hausman and Danny Driess (Physical Intelligence) Unpack the Most Recent Breakthroughs & Path to Generalist Robots

    Unsupervised Learning with Jacob Effron

    Summary01:09:57
  7. Ep 69: Co-Founder of Databricks & LMArena on Current Eval Limitations, Why China is Winning Open Source and Future of AI Infrastructure

    Unsupervised Learning with Jacob Effron

    Summary00:54:57
  8. Ep 72: Co-Founder of Chai Discovery Joshua Meier on 99% Faster Drug Discovery, BioTech’s AlphaGo Moment, Building Photoshop for Molecules

    Unsupervised Learning with Jacob Effron

    Summary00:57:15
  9. Ep 75: Nano Banana’s Oliver Wang and Nicole Brichtova - Behind the Breakthrough as Gemini Tops the Charts

    Unsupervised Learning with Jacob Effron

    Summary00:41:04
  10. Ep 74: Chief Scientist of Together.AI Tri Dao On The End of Nvidia's Dominance, Why Inference Costs Fell & The Next 10X in Speed

    Unsupervised Learning with Jacob Effron

    Summary00:58:37
  11. Ep 73: General Partner of Felicis Peter Deng on on AI Pricing Tactics, Reaction to GPT-5 & Why Voice is Underrated

    Unsupervised Learning with Jacob Effron

    Summary01:04:14
  12. AI Round Up: Ari Morcos from Datalogy AI and Rob Toews from Radical VC on Karpathy Reactions, OpenAI’s Dealmaking, & Bubble Reality Check

    Unsupervised Learning with Jacob Effron

    Summary01:16:53
  13. Ep 77: Anthropic’s Dianne Na Penn on Opus 4.5, Rethinking Model Scaffolding & Safety as a Competitive Advantage

    Unsupervised Learning with Jacob Effron

    Summary00:42:03
  14. Ep 76: Sora Creators Bill Peebles, Rohan Sahai & Thomas Dimson on Their Unexpected Viral Success

    Unsupervised Learning with Jacob Effron

    Summary01:03:23
  15. Ep 79: OpenAI's Head of Product on How the Best Teams Build, Ship and Scale AI Products

    Unsupervised Learning with Jacob Effron

    Summary00:56:16
  16. AI Vibe Check: The Actual Bottleneck In Research, SSI’s Mystique, & Spicy 2026 Predictions

    Unsupervised Learning with Jacob Effron

    Summary01:18:04
  17. Ep 80: CEO of Surge AI Edwin Chen on Why Frontier Labs Are Diverging, RL Environments & Developing Model Taste

    Unsupervised Learning with Jacob Effron

    Summary00:48:01
  18. Ep 81: Ex-OpenAI Researcher On Why He Left, His Honest AGI Timeline, & The Limits of Scaling RL

    Unsupervised Learning with Jacob Effron

    Summary01:02:52
  19. Ep 84: OpenAI’s Chief Scientist on Continual Learning Hype, RL Beyond Code, & Future Alignment Directions

    Unsupervised Learning with Jacob Effron

    Summary00:58:46
  20. Ep 86: Yann LeCun on Leaving Meta, Breaking The LLM Paradigm, & Why Hinton is Wrong

    Unsupervised Learning with Jacob Effron

    Summary01:21:56
  21. #74: The Latest Drama at OpenAI, The Busy Person’s Intro to Large Language Models, and How to Rebuild Companies to Prepare for AI

    The Artificial Intelligence Show

    Summary1 h 8 min
  22. #94: Stanford’s 2024 AI Index Report, News on AI Agents at Microsoft, OpenAI, and Google, and the Rise of AI Job Titles

    The Artificial Intelligence Show

    Summary1 h 6 min
  23. #93: Llama 3 Is Here, New Microsoft Model Makes Deepfakes from a Single Photo, and How AI Is Turning SaaS Into “Service-as-Software”

    The Artificial Intelligence Show

    Summary1 h 13 min
  24. #96: Sam Altman Interview: “ChatGPT Is Mildly Embarrassing,” The Email Microsoft Doesn’t Want You to See, and Amazon Q

    The Artificial Intelligence Show

    Summary1 h 8 min
  25. #95: OpenAI and Moderna Team Up, Microsoft Phi-3, and Sam Altman and AI Leaders Join Homeland Security AI Board

    The Artificial Intelligence Show

    Summary57 min
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