谢忱 彼时，谢忱白天在互联网大厂工作，晚上翻译资料"搬文献"，他所创办运营的网络安全门户FreeBuf逐 步吸引了中国第一批白帽用户，也为斗象后来以漏洞众测平台为主的初期业务打下基础。 所谓"白帽"，即"白帽黑客"，也就是通过黑客技术为系统进行安全漏洞排查的网络安全从业者。2014 年，谢忱创立斗象科技，正式建立平台"漏洞盒子"，成为国内最早倡导安全众包服务商业化的企业之 一。 ◎陈铭 记者 邓贞 当人工智能成为市场焦点、大模型与智能体深入千行百业，"安全"这一隐形底座的重要性愈发凸显。 在今年的世界人工智能大会（WAIC）上，斗象科技创始人、董事长兼CEO谢忱用两个"失控"概括企业 在AI时代面临的安全挑战：一是对物理世界的失控；二是推理过程不透明带来的失控。 2014年，谢忱创办了国内最早的白帽技术社区。此后十年，从搭建服务数千家企业的漏洞众测与在线安 全服务平台，到打造安全垂类大模型与智能安全云平台——在一些企业还未意识到"AI安全"意味着什么 时，斗象已走出了一条独特的网络安全进化路径。 站在AI浪潮与安全技术升级交汇的当前，上海证券报记者与这位年轻的创始人聊了聊：大模型时代， 什么是网络安全厂商真正 ...

Core Viewpoint - The company is optimistic about the long-term growth potential of the cybersecurity industry, driven by increasing demand for high-quality security capabilities and the recent government initiatives to enhance security standards in the context of artificial intelligence [2][4]. Group 1: Industry Trends - The cybersecurity industry is experiencing a transformation, with traditional business growth being constrained while demand for high-quality security capabilities is on the rise [2]. - The recent government policy on "Artificial Intelligence+" is expected to fundamentally boost the economy and create significant opportunities for the cybersecurity sector [4]. - The industry is at a pivotal point of technological transition, with expanding market opportunities and a rising industry ceiling [2][4]. Group 2: Company Strategy - The company has identified three core advantages and strategic measures: deepening collaboration with China Mobile, enhancing high-quality security capabilities, and strengthening innovation and management efficiency [3]. - The company is committed to leveraging technological innovation to meet the high-quality demands of the industry and support the digital transformation of society [3][5]. - The company has established a significant first-mover advantage in key areas such as model evaluation and access control due to strategic investments made since February 2024 [5]. Group 3: Market Opportunities - The government policy is expected to create structural growth opportunities in the cybersecurity industry, with AI-related security investments projected to account for 5% to 15% of the overall incremental investment driven by this policy [4]. - The company aims to provide robust security support for the widespread adoption of intelligent terminals and the overall upgrade of intelligent elements in the economy [5].

Group 1: AI Governance and Global Standards - The "America First" approach to global AI governance is likely to lead to a fragmented global AI technology standard ecosystem and a divided global AI governance landscape, resulting in conflicting regulatory models and weakening international regulatory cooperation [1][16] - The "AI Action Plan" emphasizes the need for the U.S. to establish dominance in global AI governance, which may exacerbate competition and divergence in global AI governance philosophies [1][12][15] Group 2: Infrastructure Development - The U.S. is facing significant challenges in AI infrastructure, particularly in energy supply, with data centers projected to consume 12% of the total electricity by 2028, up from 4.4% in 2023 [2] - The "AI Action Plan" outlines a threefold energy strategy to support AI infrastructure, including deregulation of traditional energy sources, grid upgrades, and innovative financing tools [3] - The plan also focuses on enhancing computational power through accelerated data center development and semiconductor supply chain localization, recognizing semiconductors as critical to AI [4][5] Group 3: Labor and Education - The "AI Action Plan" proposes a comprehensive labor force restructuring mechanism, including updates to vocational education and training programs to prepare workers for AI infrastructure roles [6] - Initiatives include funding for apprenticeships and partnerships with community colleges to address labor shortages in critical AI infrastructure jobs [6] Group 4: Innovation and Application - AI innovation is prioritized in the "AI Action Plan," which aims to remove regulatory barriers and provide federal support to foster private sector innovation [8][9] - The plan includes establishing regulatory sandboxes and AI excellence centers to facilitate rapid deployment and testing of AI technologies in key sectors like healthcare and agriculture [10] Group 5: Research and Development - The "AI Action Plan" establishes a research breakthrough matrix, investing in national automated cloud laboratories and increasing funding for AI-enabled scientific research [11] - The focus areas include AI explainability, controllability, and robustness, aiming to enhance the overall research landscape [11] Group 6: Global Competition and Strategy - The U.S. aims to export its AI standards and values globally, positioning itself against competitors like China and the EU, which have different regulatory approaches [14][15] - The plan includes forming alliances with democratic nations to counter China's influence in AI governance and technology [15]