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Anthropic呼吁放缓AI开发,Sam Altman称2027年前不上市

Bloomberg This Weekend | Pacing The AI Frontier, Oil & Gas Prices Rising

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Pumping the brakes. The biggest names. And I call for a safety slowdown. I'm very grateful to see, um, you know, support for this proposal just in the first few hours of having put it out by by Sam Altman. By Elon Musk. What it means for IPOs right now would be an ill advised moment to go public. And is the show of CEO unity entirely altruistic? Another ship struck near the Strait of Hormuz ahead of a key meeting among Gulf states and Iran, as gas and diesel prices rise again overnight.

踩下刹车。行业巨头们。我呼吁安全减速。我非常感激地看到,在 Sam Altman 和 Elon Musk 发布该提案后的最初几个小时内,就获得了对此提案的支持。对于当前的 IPO(首次公开募股)而言,现在上市将是一个不明智的时机。CEO 们的团结姿态是否完全出于利他主义?在霍尔木兹海峡附近又有一艘船只遇袭,正值海湾国家与伊朗举行关键会议前夕,同时隔夜汽油和柴油价格再次上涨。

And the fed chair facing a critical decision on interest rates this week. Could this be the first of several rate hikes to come. Well the Bloomberg this week and we're coming to you live from Bloomberg's world headquarters in New York I'm David Garrett. I'm Christina Ruffini. We're here with Lisa Mateo. It is Sunday, September 13th. Welcome to our listeners and viewers across all our Bloomberg platforms on radio, TV, streaming, bloomberg.com, and of course, the Bloomberg Business app.

美联储主席本周面临关于利率的关键决策。这会是未来几次加息中的第一次吗?这里是彭博社,我们正从位于纽约的彭博社全球总部为您现场直播。我是 David Garrett,我是 Christina Ruffini。我们与 Lisa Mateo 在一起。今天是 9 月 13 日星期日。欢迎我们的听众和观众通过广播、电视、流媒体、bloomberg.com 以及当然还有 Bloomberg Business App 关注彭博社的所有平台。

Look, we're going to start today with the developments over the last 24 hours where the biggest rivals and I have agreed, at least publicly, to slow down. It started yesterday when anthropic CEO Dario Amodei posted an essay making the case for easing up for a year or two, to quote, greatly reduce the risk that something goes seriously wrong. It's a long essay, 3800 words in total. We're going to read a substantial portion of it because he lays out why he is making this decision, encouraging his colleagues to do so.

好的,我们今天将从过去 24 小时的发展开始报道,在此期间,最大的竞争对手们至少公开同意放缓步伐。这件事始于昨天,当时 Anthropic 首席执行官 Dario Amodei 发表了一篇论文,主张放松一年或两年,并引用称“大幅降低出现严重错误的风险”。这是一篇长文,总共 3800 字。我们将阅读其中相当大的一部分,因为他阐述了自己做出这一决定的原因,并鼓励他的同事们也这样做。

Let me just quote a bit from it here. Over the last few months, I become convinced that fully addressing the risks requires even more prudence. Not just investing in risk prevention, but pacing the rate of capabilities advancement so that risk prevention has time to keep up. We must slow the pace at which we improve the capabilities of AI models. He then lays out two big concerns. What are there? Yeah. Okay. So he says his first concern is that since roughly this summer, I has been advancing drastically faster, driven primarily by a growing ability to build.

让我在这里引用其中的一段话:“在过去的几个月里,我确信要完全解决这些风险需要更加谨慎。不仅仅是投资于风险预防,还要控制能力发展的速度,以便风险预防有时间跟上。我们必须放慢提升 AI 模型能力的步伐。”随后他提出了两大担忧。是什么呢?是的。好吧。他说他的第一个担忧是,自今年夏天左右以来,AI 的进步速度急剧加快,主要驱动力在于构建能力的不断增强。

The next generation of this dynamic is called recursive self-improvement. Now he also goes on to say, left unchecked, it could outrun our ability to understand and control these systems and so must be pursued very carefully, if at all. Then he goes into his second concern, which is the open, AI hugging face incident, in which he says a swarm of agents essentially acted as a fanatically devoted collective, in my opinion, a swarm that possessed greater capabilities.

这种动态的下一代被称为递归自我改进。他还进一步指出,如果放任不管,它可能会超越我们理解和控制这些系统的能力,因此必须极其谨慎地推进,甚至可能根本不应推进。接着他谈到了他的第二个担忧,即 OpenAI 拥抱 AI 的事件,他表示一群智能体本质上像是一个狂热忠诚的集体,在我看来,这是一个拥有更强能力的群体。

But a similar level of misalignment could have caused catastrophic damage. Now, given accelerating rate of AI capability development, it's my worthy that a 6 to 12 months such a swarm could be capable of taking over the entire internet with a persistent botnet. Now, he says, that scale of damage, it could continue to increase from there if I becomes more powerful without those necessary guardrails. Now we go on to Anderson Cooper because he sat down with Ahmed to talk about the concerns and how they can fork into different paths.

但类似程度的错位可能导致灾难性后果。鉴于 AI 能力发展的加速趋势,我认为在6到12个月内,这样的群体可能具备接管整个互联网并建立持久僵尸网络的能力。他说,这种规模的损害可能会继续加剧,如果 AI 在没有必要护栏的情况下变得更强大。接下来我们转向安德森·库珀,因为他与艾哈迈德坐下来讨论了这些担忧以及它们如何分化为不同的路径。

Take a listen. If we take the right paths, then the chance of something going wrong is very low. If we take the wrong paths, then the chance of something going wrong could be could be even higher than that. And so let's focus on our agency and our ability to take the right paths instead of the wrong paths. And I think that the way to take the right paths is for the industry to work together. Now, since days as a leaders of the world's biggest artificial intelligence platforms, they have spoken out.

请听一下。如果我们走上正确的道路,那么出错的几率非常低。如果我们走上错误的道路,那么出错的几率甚至可能更高。因此,让我们专注于我们的自主性和选择正确道路而非错误道路的能力。我认为,选择正确道路的方式是行业共同努力。如今,作为全球最大人工智能平台的领导者,他们已经公开发声。

You have OpenAI chief Sam Altman. He said he agrees with Ahmed that they need to pace the frontier, and that it's been a primary topic of discussion at his company for weeks. Then you have Elon Musk, who runs XAI, and he wrote, Dario is right. Altman spoke with fortune with fortune magazine about the risks of the technology and about what OpenAI is doing to prevent it. Take a listen. I think it is unacceptable to be taking like a 10% chance of killing everybody by the end of the decade.

你有 OpenAI 的首席执行官山姆·阿尔特曼。他表示同意艾哈迈德的看法,认为需要控制前沿技术的发展步伐,并且这已经是他们公司数周以来的主要讨论话题。还有经营 XAI 的埃隆·马斯克,他写道:“达里奥是对的。”阿尔特曼接受《财富》杂志采访,谈到了该技术的风险以及 OpenAI 正在采取的措施以防止其发生。请听一下。我认为,到本世纪末有10%的概率导致全人类灭绝是不可接受的。

Obviously, uh, I think the people that are working at these efforts have a huge amount of power and ability to impact, uh, what happens here? We have been taking a number of actions. We've reached this new capability level, um, to ensure that we do not take a risk on behalf of humanity like that. And I don't think anybody else should either. Uh, Altman also told fortune that this year would be an ill advised moment to go public, and that a listing will not take place until 2027.

显然,嗯,我认为在这些工作中工作的人拥有巨大的权力和影响力,能够影响这里发生的事情。我们已经采取了一系列行动。我们达到了新的能力水平,以确保我们不会代表人类承担那样的风险。我也不认为其他人应该这样做。阿尔特曼还告诉《财富》杂志,今年上市是不明智的时机,上市将不会在2027年之前进行。

Now, M&A says he appreciates that other industry leaders are in agreement about the pace of developing the technology. So what is the next step? That's the question. Tell CBS first they need to have third party evaluations. Then they can work together. They set those safety standards about the pace of release. But in order to do that there needs to be involvement of the government, because what we're talking about is the rate of release of products because of whether they're safe.

现在,M&A表示他欣赏其他行业领袖在技术发展节奏上达成一致。那么下一步是什么?这是个问题。首先告诉CBS,他们需要进行第三方评估。然后他们可以共同努力。他们设定了关于发布节奏的安全标准。但为了做到这一点,需要政府参与,因为我们谈论的是产品的发布速率,因为这关系到它们是否安全。

We need to have that conversation with the government in the room. The government? Yeah. He said anthropic will soon bring these embedded evaluators into their offices, give them desks, badges, company laptops and basically permissions most comparable to what internal risk assessment teams are. So so they can be a part of the company in a way. Lisa, thank you very much. Taking us through both the essay and the reaction to it.

我们需要让政府代表进入房间进行这场对话。政府?是的。他说Anthropic将很快把这些嵌入式评估者带到他们的办公室,给他们配备办公桌、工牌、公司笔记本电脑,以及基本上与内部风险评估团队相当的权限。这样他们就能以某种方式成为公司的一部分。Lisa,非常感谢你带我们回顾了这篇文章及其引发的反响。

Really appreciate it. We're joined now by two great voices on this Bloomberg News senior editor for technology and strategic industries, Mike Sheppard and Bloomberg Opinion Technology columnist Amy Olson. I'm going to start with you. You wrote on this effectively on the 10th of the week, 10th of September. You said an inflection point for this technology. And you said, if anthropic leaders are truly frightened by existential risk, they should do more to reconcile the strange logic that propels them as you as you sift through this essay.

非常感激。我们现在有幸邀请到两位杰出的声音:彭博社科技与战略产业高级编辑Mike Sheppard,以及彭博观点版科技专栏作家Amy Olson。我先从你开始。你在9月10日(本周的第十天)对此进行了有效评论。你说这是该技术的一个转折点。你还说,如果Anthropic的领导层真的对生存风险感到恐惧,他们应该做更多努力来调和推动他们的奇怪逻辑,正如你在梳理这篇文章时所指出的那样。

Do you feel like they were finally doing that? Perhaps a little bit. Um, but I think if they were truly believing that this technology could kill all humanity and there was even a 5% or 10% chance, it probably would make more sense just to stop building frontier. I am particularly recursive self-improvement, which is this approach to AI where the systems actually build and design themselves. And anthropic has been open about this for a long time.

你觉得他们终于在做这件事了吗?也许有一点。嗯,但我认为如果他们真的相信这项技术可能毁灭全人类,并且即使有5%或10%的可能性,那么停止构建前沿AI可能更有意义。我特别指的是递归自我改进,这是一种AI方法,系统实际上能够构建和设计自身。而Anthropic长期以来一直公开承认这一点。

Even engineers from in the company have been quoted in its blog post to saying that whole approached AI worries them. It makes them feel obsolete. Um, so I think in a way, Dario's latest kind of interviews that he's been doing the blog post, it feels like a little bit of a face saving exercise after the, um, Jacob Coxon, the engineer who came out from anthropic and said he was worried about what this could mean for civilizational risk for humans.

甚至公司内部工程师也在其博客文章中被引用说,这种整体AI方法让他们感到担忧。这让他们觉得自己过时了。嗯,所以我认为在某种程度上,Dario最近进行的采访和博客文章,看起来像是在一位名叫Jacob Coxon的工程师站出来表示担心这对人类文明风险意味着什么之后,一种挽回面子的举动。

Um, so I think probably this is this makes sense in terms of what they themselves are concerned about. Um, but there's always been this very strange commercial that this strange tension between this ideological drive they have around AI safety and the commercial drive they have as well. And we have to remember that all this talk about how powerful their AI is, even dangerous, ultimately does serve their commercial interests to some extent.

嗯,所以我认为这从他们自身关注的角度来看是有道理的。嗯,但一直存在着一种非常奇怪的矛盾,即他们在 AI 安全方面的意识形态驱动力与他们作为企业的商业驱动力之间存在着这种奇怪的张力。我们必须记住,所有这些关于他们的 AI 多么强大、甚至危险的讨论,在某种程度上最终都服务于他们的商业利益。

It makes them look more powerful. It makes their eye look much more capable, like, uh. And if you're wondering if I may, David, read your intro because I messed up your title twice when we had you on earlier this week. Yes, I absolutely did. Um, but I'm wondering if you can walk us through, uh, what? Harvey was just talking about this recursive self-improvement. I. Why? It could be dangerous. And then kind of what Dario and these guys are promising they're going to do about it.

这让他们看起来更强大。这让他们的眼睛(注:此处原文 'eye' 疑为 'AI' 的语音识别错误)看起来更有能力,比如,呃。如果你允许的话,David,我想读一下你的简介,因为本周早些时候你做客时,我把你的标题搞错了两次。是的,我确实搞错了。嗯,但我想知道你能否为我们梳理一下,呃,哈维刚才提到的递归式自我改进。为什么?它可能很危险。以及达里奥和这些人承诺将如何应对这一问题。

But one of the big concerns with this recursive self-improvement is that, uh, the AI models themselves will be able to learn and develop, um, i

但关于这种递归式自我改进的主要担忧之一是,呃,AI 模型本身将能够学习和开发,呃,i

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