一个被OpenAI开除的 24岁年轻人 没有任何基金管理经验 写了一篇长文 就募到了15亿美元 持仓全是AI核心股 与此同时 95岁的巴菲特 手握近4000亿美金现金 什么都不买 在等崩盘 这两个人 代表了当下投资界最典型的分歧 这个年轻人叫 Leopold Aschenbrenner 他创立的对冲基金 叫Situational Awareness （态势感知） 美股股权敞口 已经做到了55亿美金 2015年上半年扣费之后 回报率高达47% 远超同期标普500的6% 这个人是什么来头呢 19岁从哥伦比亚大学毕业 加入了OpenAI的超级对齐团队 2024年4月 据说因为泄露信息被开除了 被开除之后 他干了一件让所有人意外的事 写了一篇165页的长文 核心观点很炸裂 2027年AGI就会到来 美国应该以曼哈顿计划级别 来搞AI基建 这篇文章 在硅谷投资圈、科技圈 乃至白宫都传疯了 然后他直接拿文章标题 当基金名字 开始募资 他的投资逻辑跟巴菲特完全不同 巴菲特的继任者阿贝尔说 "我们不会为了AI而AI 只有看到真实价值才出手" 而Leopold恰恰就是在赌 AI会彻底改变一切 别人追英伟达 追大模型公司的时候 ...

Okay, so it's the second week of the Elon Musk v Open AAI trial and this week we've had a ton of crazy stuff come out. Some of it we already knew, but it's still interesting to see conversations laid out in evidence exhibits. Now, one of the exhibits I thought was most interesting was a string of 78 text messages between Marotti, who was then CTO of OpenAI, and Altman. This is soon after his ouster when he's trying to figure out what's going on. The board is scrambling trying to figure out who is going to b ...

I am jacked up for my next guest. We've been waiting to have this conversation really for like I don't know the past like 2 weeks. Here with me is philanthropist, author, best-selling author and entrepreneur Tony Robbins.Tony, good to see you. It's been a while. Yeah, welcome, welcome.Um Pat conference, what brings you to Milken. Uh talking about AI, you know, so many companies are trying to implement it right now and there's so much fear around AI. There's a been a 41% gap in the perception of AI.Leaders t ...

Barry Diller trusts Sam Altman. But ‘trust is irrelevant’ as AGI nears, he says. https://t.co/FPdA3vWQyP ...

Anthropic actually scares me. I can't believe I'm saying this, but the team at Anthropic believes that there is a strong chance we are bringing a sentient life form into existence right now. >> Claude and many models with not too much pushing will go into the root of like there is a thing to be me. I am like very conscious >> and that is reflected in the way that they do everything and it is in stark contrast to the way that open AI operates. And so that's what I want to talk about today because one of thes ...

Is AGI dead. RIP AGI. >> It's dying like a slow, gradual death in that no one knows what it fully means.>> But no one ever knew what it meant. We all just pretended >> exactly. A lot of AI CEOs have said, "I don't like that term anymore. Don't ask me about it." Because they just feel like, you know, I think they're they're starting to realize like we're getting up to the point where they may have to actually say whether or not they've achieved it.And it's like they don't feel comfortable doing that. I am ac ...

RT Bloomberg Live (@BloombergLive)What happens when robotics, quantum computing, and AGI converge? The answer will redefine intelligence and industry. Join us at #BloombergTech, June 3–4 in San Francisco.Request to attend:https://t.co/pNam18dgHQ https://t.co/3ibC2nTCum ...

Does OpenAI have a formal definition for AGI. Are we close. Are we not close.We do have a formal definition, but to some extent one thing I have learned is that everyone has their own intuitions about what AGI is, and according to my view of where we are, I think we're about 80% of the way there in that we have models that are smart. They're very capable. Are they smarter than you.They're certainly more capable than I am at writing software, right. If you give it all the context, then yes, I think that they ...