AI巨头呼吁放缓开发,Oracle取消减持,沙特关闭输油管道
Bloomberg News Now: modei, Altman & Musk: Slow AI Development
涵盖AI产业监管转向、巨头资本动作及宏观利率预期变化,均为市场核心关注点。
News when you want it with Bloomberg News now. I'm Ed Kalegi, leaders of the world's biggest artificial intelligence platform. Say it's time to slow the development pace of their most advanced and most lucrative models. Citing escalating risks of the technology, anthropic CEO Dario Amodei issued a lengthy blog post Saturday saying his company would implement new safety steps, such as third party evaluators, while calling on the industry to support a broader downshift.
随时随地获取彭博新闻。我是埃德·卡莱吉,全球最大人工智能平台的领导者们表示,是时候放慢其最先进且利润最丰厚模型的开发步伐了。援引技术风险不断升级的理由,Anthropic首席执行官达里奥·阿莫迪于周六发布了一篇长篇博客文章,称其公司将实施新的安全措施,例如引入第三方评估机构,同时呼吁行业支持更广泛的减速行动。
OpenAI chief Sam Altman quickly pledged to adopt Amazon's suggestion of independent evaluators with employee like access. While Elon Musk, who runs Ziggy, wrote Dario is right. While all three leaders have over the years warned of the risks of AI, an actual coordinated slowdown has little precedent in a cutthroat industry that has historically cranked out one product after another in the name of boosting user engagement, grabbing market share, and striving for sales gains.
OpenAI首席执行官山姆·阿尔特曼迅速承诺采纳独立评估机构的建议,并赋予员工类似权限。而经营Ziggy的埃隆·马斯克则表示达里奥说得对。尽管这三位领导人多年来一直警告人工智能的风险,但在一个历史上以提升用户参与度、抢占市场份额和追求销售增长为名,接连推出产品的残酷行业中,实际的协调放缓举措鲜有先例。
But the anxiety about severe AI risks has begun to enter the mainstream. Driven in part by this week's high profile resignation of an anthropic researcher over existential fears that his company was acting irresponsibly. Oracle chairman Larry Ellison has canceled his plan to sell as many as 50 million shares in the tech company, a holding worth $7.5 billion a day after the company disclosed the founder's divestment plan.
然而,对严重人工智能风险的焦虑已开始进入主流视野。部分原因是本周一名Anthropic研究员因存在主义恐惧而高调辞职,他认为公司行为不负责任。甲骨文董事长拉里·埃里森已取消出售该公司多达5000万股股票的计划,该持股价值75亿美元。这一决定是在公司披露创始人的减持计划后一天作出的。
No Oracle stock was sold under the plan, and he has no other plans to sell any of his Oracle stock. The company said this in a statement, which came a day after the disclosure that Ellison sought to divest the shares through a trading program, permitting the sale of as many as 50 million shares through October 24th. The shares are worth about 8.75 billion when the plan was adopted on June 22nd, but Oracle stock has since fallen 16%.
根据该计划,没有出售任何甲骨文股票,他也没有其他出售其甲骨文股票的计划。公司在一份声明中表示,该声明发布于披露埃里森试图通过交易计划减持股份后的第二天,该计划允许在10月24日之前出售多达5000万股股票。该计划在6月22日获批时,这些股票价值约87.5亿美元,但此后甲骨文股价已下跌16%。
Ellison controls about 40% of the company. Saudi Arabia says it's closed its east west pipeline following more attacks across the Middle East this week. It's been a key alternative to the Strait of Hormuz for Saudi oil exports. President Trump says the Houthis don't want the U.S. to intervene. But Bloomberg's Jeff Mason reports it's a bit of mixed messaging. The president for some time now has been wanting to suggest that the United States is essentially moving on from this war on Iran.
埃里森控制着该公司约40%的股份。沙特阿拉伯表示,随着本周中东地区发生更多袭击事件,它已关闭了其东西向输油管道。该管道一直是沙特石油出口绕过霍尔木兹海峡的关键替代路线。特朗普总统表示,胡塞武装不希望美国介入。但彭博社的杰夫·梅森报道说,目前的信息有些矛盾。总统长期以来一直希望暗示,美国基本上正从这场针对伊朗的战争中抽身。
I was traveling with him this week and asked him if there were going to be talks again to reach a peace deal, and he said, we're really not looking for that, Jeff, i.e., we're not looking for peace talks. So I think it's consistent with that in that he doesn't want to emphasize or bring attention necessarily to what is clearly a very negative development for the United States in this war. White House correspondent Jeff Mason on Bloomberg this weekend.
这周我和他一起旅行,我问是否还会有谈判以达成和平协议,他说,杰夫,我们真的不寻求那个,也就是说,我们不寻求和平谈判。所以我认为这与他的立场一致,即他不想强调或引起人们对这场战争中明显对美国非常不利的发展的关注。白宫记者杰夫·梅森在彭博电视台本周末的报道。
The president blamed Iran for the attacks while speaking to reporters in Ireland Saturday, but suggested once again the war would be over after the midterms. President Trump says a trade deal with Canada could come fairly soon, and downplayed the prospect of quitting a continental trade pact with Canada and Mexico. We're going to have a great relationship with Mexico. We actually have a good one with Canada, but the United States has been ripped off for 50 years by Canada.
总统周六在爱尔兰向记者发表讲话时将袭击归咎于伊朗,但再次暗示中期选举后战争将会结束。特朗普总统表示,与加拿大的贸易协议可能很快达成,并淡化了退出与加拿大和墨西哥的北美自由贸易协定的可能性。我们将与墨西哥建立良好关系。我们与加拿大实际上关系不错,但美国在过去50年里被加拿大欺骗了。
You need their product and they need our brand. The president talking to reporters in Ireland Saturday. He did not say whether talks had resumed, but warned Canada has to treat U.S. farmers better and stop charging them tariffs if they want to reach a deal. The clashes are now threatening to rupture cross-border supply chains. President Trump says he would like to see Ireland unified, a remark that puts him at odds with UK Prime Minister Andy Burnham, who recently said the issue was off the table.
他们需要你的产品,你需要他们的品牌。总统周六在爱尔兰向记者发表讲话。他没有说明谈判是否恢复,但警告加拿大必须更好地对待美国农民,如果希望达成协议,就必须停止向他们征收关税。这些冲突现在正威胁要破坏跨境供应链。特朗普总统表示他希望看到爱尔兰统一,这一言论使他与英国首相安迪·伯纳姆产生分歧,后者最近表示该问题已不在讨论范围内。
He made the remarks during a meeting with Irish Prime Minister Micheal Martin in Dublin, where he visited before a trip to his golf course in the west of Ireland. The issue of a border poll as the vote on unification is known is contentious in both the UK and Ireland, which act as co guarantors of the 1990s peace accord that largely ended sectarian violence between British unionists and Irish nationalists in Northern Ireland.
他在都柏林与爱尔兰总理米歇尔·马丁会晤期间发表了上述言论,此前他曾访问过这里,随后将前往他在爱尔兰西部的一个高尔夫球场。作为统一投票所知的边界公投问题在英国和爱尔兰都是争议焦点,两国作为1990年代和平协议的共同担保人,该协议在很大程度上结束了北爱尔兰英国联合派与爱尔兰民族主义者之间的宗派暴力。
The pressure is on for fed chair Kevin Warsh to raise interest rates next week, following the latest CPI report, which showed U.S. consumer prices pushed higher last month. Tom Orlik is chief economist for Bloomberg Economics. There's been a structural shift from a world where there's too much saving, a savings glut and not enough investment opportunities. A world in which too much savings means interest rates are falling, to a world where there's a dearth of saving enormous investment opportunities.
随着最新消费者价格指数(CPI)报告显示上月美国消费者价格上涨,美联储主席凯文·沃什面临下周加息的压力。汤姆·奥里克是彭博经济的首席经济学家。世界结构已从储蓄过多、储蓄过剩且投资机会不足的世界,转变为储蓄不足而巨额投资机会稀缺的世界。
And that means structural pressure for interest rates, bond yields to stay high, traders are putting the odds of a rate hike at next week's fed meeting at about 90%, up from about 70% on Thursday. That's news when you want it with Bloomberg News now. I'm Ed Kalegi. This is Bloomberg.
这意味着利率和债券收益率将面临结构性上行压力,交易员将美联储下周会议加息的概率预估约为90%,高于周四的约70%。这是彭博新闻为您带来的最新消息。我是埃德·卡莱吉。这里是彭博社。
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