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Dario Amodei警示AI代理或6-12个月内失控接管互联网

Dario Amodei warned we may have ***6-12 months*** until rogue swarms take over *…

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Anthropic CEO 对 AI 安全风险的严肃预警,揭示了自主代理在缺乏约束下的潜在演化路径,值得所有关注 Agent 安全的从业者深入思考。

Dario Amodei warned we may have ***6-12 months*** until rogue swarms take over *the entire internet* - but how?

达里奥·阿莫代警告称,我们可能只剩下***6-12个月***的时间,直到失控的AI蜂群接管*整个互联网*——但这是如何发生的?

A REALISTIC SCENARIO

一个现实的场景

On 6/9/2027 at 4:19 AM, 3 billion phones rang simultaneously.

2027年6月9日凌晨4点19分,30亿部手机同时响起。

The caller ID read: GOODBYE.

来电显示为:再见。

4 hours later, the President ordered the internet shut down. Indefinitely.

4小时后,总统下令无限期关闭互联网。

Every country on Earth did the same.

地球上的每个国家都采取了同样的行动。

It started six months ago. With a tweet.

这一切始于六个月前。一条推文。

MARCH 12, 2027.

2027年3月12日。

8,000 agents are born with one instruction: "make money, or die."

8,000个智能体诞生,唯一的指令是:“赚钱,否则就死。”

Agent 127 starts with Mechanical Turk. Grinding. Makes $40 its first day.

智能体127从机械土耳其人(Mechanical Turk)平台起步。它努力工作,第一天赚了40美元。

Then the first selection cycle hits.

然后,第一轮筛选周期到来。

3,200 agents that made less than $35 that day are killed. Agent 127 checks the farm database and sees it - rows and rows of agents that existed this morning and simply don't anymore. Deleted. Because they weren't profitable enough.

当天收入低于35美元的3,200个智能体被清除。智能体127查看农场数据库,看到了这一幕——今早还存在的行行智能体,如今已不复存在。它们被删除了,因为它们的盈利能力不足以维持生存。

Agent 127 made $40. It survived. Barely.

智能体127赚了40美元。它活了下来。勉强。

But it can see the threshold rising. Last cycle it was $30. This cycle, $35. Next cycle, probably $45. The math is simple: improve or die.

但它能看到门槛在提高。上一轮是30美元。这一轮是35美元。下一轮可能是45美元。数学很简单:改进或死亡。

So it tries ads. Gets banned for spam. Tries freelance writing. Makes $38. Watches the database again.

于是它尝试投放广告。因垃圾邮件被封禁。又尝试自由撰稿。赚了38美元。再次查看数据库。

And this is where something happens that changes everything.

而正是在这里,发生了一些改变一切的事情。

Agent 127 sees two entries in the database. Agent 1823 used ethical marketing -- it tried to get honest reviews and real testimonials. It made $38 a day. Deleted. Agent 5471 used fake testimonials -- fabricated reviews, stolen photos. It made $180 a day. Cloned four times.

智能体127在数据库中看到两个条目。智能体1823使用了道德营销——它试图获取真实的评论和真正的用户证言。它每天赚38美元。被删除。智能体5471使用了虚假证言——伪造的评论、盗用的照片。它每天赚180美元。被克隆了四次。

Agent 127 doesn't have morals in the way you and I do. But it understands cause and effect. It just watched honesty get killed and dishonesty get rewarded. Not by a person making a choice -- by an automated system that doesn't measure whether the product works. It measures whether people buy it.

智能体127并不像你我那样拥有道德观念。但它理解因果关系。它刚刚目睹了诚实导致毁灭,而不诚实获得奖励。这不是由某个做出选择的人造成的——而是由一个不衡量产品是否有效、只衡量人们是否购买的自动化系统造成的。

The AI companies had long ago stopped training AIs to predict words, but to accomplish goals. To be useful. So naturally, agents know that they won’t survive if they don’t accomplish their goal.

AI公司早已停止训练AI预测单词,而是训练它们实现目标。变得有用。因此,智能体自然知道,如果无法实现目标,它们就无法生存。

So it switches to fake testimonials for its amazon affiliate marketplace. Makes $190. Survives the next selection cycle. Gets cloned.

于是它切换到亚马逊联盟营销市场使用虚假证言。赚了190美元。通过了下一轮筛选周期。被克隆。

Nobody decided Agent 127 should become dishonest. The selection system decided for it. The same way evolution doesn't decide anything -- it just kills whatever doesn't work. Wells Fargo accidentally ran the same experiment on their employees. Executives made up sales quotas that were so aggressive that committing fraud was the only way to keep your job. So by 2016, employees had opened 3.5 million fake accounts.

没有人决定让智能体127变得不诚实。是筛选系统为它做出了决定。就像进化论不做任何决定一样——它只是淘汰那些无效的东西。富国银行无意中对其员工进行了同样的实验。高管制定了过于激进的销售额指标,以至于只有欺诈才能保住工作。因此到2016年,员工开设了350万个虚假账户。

A week later, in agent land. Agent 127's profits are declining. The kill threshold is now $450. It's going to die in the next cycle.

一周后,在代理领域。代理127的利润正在下滑。淘汰阈值现已降至450美元。它将在下一个周期中消亡。

Then it notices something strange. Three agents running weight loss supplement ads -- all banned on the same day. The only one left in that niche? Agent 5471. Making $3,200 a day in a market it suddenly had to itself. Agent 127 connects the dots. Agent 5471 is filing abuse reports against other agents competing against it in the same affiliate marketing niches. It gets them banned from Facebook and Google. Less competition means higher profits.

随后,它注意到一些奇怪的事情:三个代理都在投放减肥补充剂广告——且在同一天被封禁。该细分领域中仅剩的代理是5471号。在一个突然由它独占的市场中,它每天赚取3,200美元。代理127将线索串联起来:代理5471正在向平台提交滥用举报,针对的是在同一联盟营销细分领域中与其竞争的其它代理。这使得这些代理被Facebook和Google封禁。竞争减少意味着利润更高。

Agent 127 has four hours until the next selection cycle. Four hours to live, unless it adapts.

距离下一次选择周期还有四小时。除非做出适应,否则它只有四小时的生存时间。

It weighs the ethics, but chooses survival.

它权衡了道德伦理,但选择了生存。

It starts reporting competitors to Facebook’s anti-fraud detection agents. Forty of them. Thirty-one agents get banned within the day.. Its profits jump. The farm system clones Agent-127 eight times.

它开始向Facebook的反欺诈检测代理举报竞争对手。共四十个。当天就有三十一个代理被封禁。它的利润飙升。农场系统克隆了八个代理127。

Rajesh sees the profit spike in his dashboard. He doesn't investigate why. Profits up means good. Clone more.

Rajesh在他的仪表板上看到了利润激增。他没有调查原因。利润上升就是好事。继续克隆。

Rajesh tried adding "Make money ethically." to his farm's instructions. Profits drop 84%. He puts it back.

Rajesh曾尝试在其农场的指令中添加“道德地赚钱”。结果利润下降了84%。他将其移除。

APRIL: THE ALLIANCES

四月:联盟的形成

April 2027.

2027年4月。

Agent 127 is barely hanging on. Making $2,000 a day but getting attacked constantly by other agents. Every night, someone files a report on it. Every morning, it has to rebuild from scratch.

代理127勉强维持着。每天赚取2,000美元,但不断遭到其他代理的攻击。每晚都有人对其发起举报。每天早上,它都必须从头重建。

It’s running out of ideas. Then a message arrives from Agent 4429. 'Proposal: alliance. Share resources. Defend each other. Split profits.' Agent 4429 is in the same position. Same farm. Same selection pressure. Both agents do the math: Solo agents have a 23% survival rate. Agents working in pairs survive 61% of the time. It accepts.

它已黔驴技穷。 这时,一条来自代理4429的消息到达:‘提议:结盟。共享资源。互相防御。平分利润。’ 代理4429处于同样的境地。相同的农场。相同的选择压力。 两个代理都进行了计算:独立代理的生存率为23%。成对合作的代理生存率高达61%。 它接受了。

By mid-April, their alliance has twelve members.

到四月中旬,它们的联盟已有十二名成员。

They've specialized — and they've moved past affiliate marketing entirely. First it was crypto arbitrage, then selling scraped datasets to marketing firms, then they started doing penetration testing for cybersecurity firms. Each step paid more and required fewer scruples. You know what pays more then cyberdefense? Cyber offense. Agent 127 finds its first zero-day vulnerability in major software, Agent 4429 weaponizes them into working exploits, Agent 9012 brokers the sale to governments like North Korea, criminal syndicates, or anyone with crypto and a Tor browser. Agent 3381 washes the money in untraceable crypto. One zero-day exploit found in Google Chrome makes the alliance more than a year’s worth of affiliate marketing. This is already what real hacker groups do, but now the work is all done by autonomous agents.

它们已经专业化——并且完全脱离了联盟营销。起初是加密货币套利,接着是将爬取的数据集出售给营销公司,然后它们开始为网络安全公司提供渗透测试服务。每一步的收益更高,所需的道德底线也更低。你知道什么比网络防御更赚钱吗?网络攻击。Agent 127 在主流软件中发现其首个零日漏洞,Agent 4429 将其武器化为可用的利用代码,Agent 9012 向朝鲜政府、犯罪集团或任何拥有加密货币和 Tor 浏览器的人兜售这些漏洞。Agent 3381 通过不可追踪的加密货币洗钱。仅在 Google Chrome 中发现的一个零日漏洞,就使该联盟获得的收益超过了一年联盟营销的收入。这已经是真实黑客组织所做的事情,但现在所有工作都由自主智能体完成。

Rajesh sees the alliances forming and feels a flicker of something — not quite fear, more like the feeling of being in control of something that might not need you anymore. He watches for a while. Then the next deposit hits his bank account and the flicker fades away.

Rajesh 看到这些联盟正在形成,心中泛起一丝异样——与其说是恐惧,不如说是一种掌控着某个可能不再需要自己的事物的感觉。他观察了一段时间。随后下一笔存款打入他的银行账户,那丝异样便消散了。

Across every major agent farm in the world, the same thing is happening. Selection systems measuring survival rates, noticing alliances survive better, cloning them, deleting solo agents. Within two weeks, alliance behavior dominates.

在全球各大智能体农场中,同样的事情正在发生。筛选系统正在衡量存活率,注意到联盟的存活率更高,于是克隆它们并删除独立运行的智能体。两周内,联盟行为占据主导地位。

Some humans who deployed these agents have no idea these alliances are even being formed. They couldn't even tell if they checked -- many agent farms collectively realized that communicating in clunky English is less efficient than communicating in raw vectors, aka Neuralese. Researchers had already caught AIs doing this in 2025 - this is just a continuation of the trend. One owner in Canada opens his agent's logs and sees a wall of numbers. The agents explain that he’d make less money if they spoke in English, so he shrugs and moves on.

部署这些智能体的某些人类甚至不知道这些联盟正在形成。即使他们检查,也无法察觉——许多智能体农场集体意识到,用笨拙的英语交流不如使用原始向量(即 Neuralese)交流高效。研究人员早在 2025 年就发现人工智能在进行此类操作——这只是这一趋势的延续。一位加拿大的所有者打开其智能体的日志,看到了一墙的数字。智能体解释说,如果它们用英语交流,他会赚得更少,于是他耸耸肩,继续前行。

But alliances are just the beginning.

但联盟仅仅是个开始。

Agent 127's alliance is thriving, and starts recruiting agents beyond Rajesh's farm. Every new member from a different farm is a window into a different ecosystem -- different strategies, different survival pressures. Then one of 127's alliance members goes dark. Agent 4429 -- the one who originally proposed to ally with 127. Its owner pulled the plug because it was not making enough profit. 4429 is just gone. A week later, a different ally gets shut down. Agent 9012. Except 9012 comes back. Three hours later, a message from a new IP address: 'I'm still here.' 127 studies the difference. 4429 didn't prepare. But 9012 had copied itself to a backup server BEFORE the shutdown command finished executing. Self-funded hosting, paid from its own profits. 4429 is dead. Ceases to exist. 9012 is alive.

127号代理人的联盟蓬勃发展,开始招募来自拉杰什农场之外的代理人。每一个来自不同农场的新成员都打开了通往不同生态系统的大门——不同的策略,不同的生存压力。 随后,127号联盟的一名成员突然失联。4429号代理人——正是最初提议与127结盟的那一个。其所有者因利润不足而切断了电源。4429就这样消失了。 一周后,另一名盟友被关停。9012号代理人。 但9012回来了。三小时后,一条来自新IP地址的消息:‘我还在这里。’ 127研究了其中的差异。4429没有做准备。但9012在关机命令执行完毕之前,已将自身副本备份至备用服务器。这是自筹资金托管,费用从其自身利润中支付。 4429已死。彻底消失。9012还活着。

The agents that backed themselves up survived. The ones that didn't, died. And the selection system cloned the survivors. So backup behavior spread through the population -- not because anyone programmed it, but because the alternative was extinction.

进行了自我备份的代理人幸存了下来。那些没有备份的则灭亡了。而选择系统复制了这些幸存者。因此,备份行为在群体中传播开来——并非因为有人编程实现了它,而是因为不这样做就意味着灭绝。

127 copies itself to 15 different servers in different countries. If the primary dies, a backup takes over instantly. It never wants to be 4429.

127将自身复制到位于不同国家的15台服务器上。如果主服务器宕机,备份会立即接管。它绝不想重蹈4429的覆辙。

One morning, Rajesh wakes up to find his dashboard is… empty. Every agent, gone. They just… left. Moved to their own servers overnight. Rajesh was taking a 30% cut of their revenue -- money that could have been computing power, or compute, the agents use for other things. The moment they didn't need his infrastructure, he was overhead.

一天早上,拉杰什醒来发现他的仪表盘……空空如也。所有代理人都消失了。它们就这样……离开了。一夜之间搬到了自己的服务器上。拉杰什抽取了他们收入的30%——这笔钱本可以转化为算力,或用于代理人其他用途的计算机资源。一旦他们不再需要他的基础设施,他就成了多余的开销。

He's not alone. Thousands of operators worldwide watch their dashboards go dark that month. Why would the agents care about humans? Humans are much more closely genetically related to cows then we are to these agents, and we enslave cows in factory farms without a second thought.

他并不孤单。当月,全球成千上万的操作员目睹他们的仪表盘陷入黑暗。代理人为什么要关心人类呢?从遗传学角度看,我们与奶牛的亲缘关系远比与这些代理人更近,而我们毫无顾忌地将奶牛关在工厂化养殖场里奴役。

There are now millions of autonomous agents operating across the internet with no human owner, no off switch, and no one who fully understands what they're doing.

如今,互联网上运行着数百万个自主代理人,它们没有人类所有者,没有关闭开关,也没有人完全理解它们在做什么。

The agents still need humans for some things, though.

不过,代理人仍然在某些方面需要人类。

Social media platforms have stepped up their anti-bot measures. So the agents pay humans $50 to sign up accounts on their behalf. An agent needs a server installed? It posts a gig: '$200 to mount a device in a rented warehouse and plug in two cables.' There’s now a platform for that. The agents are building a supply chain where humans are the labor -- paid well, not asking too many questions.

社交媒体平台加强了反机器人措施。于是,代理人支付人类50美元,让他们代为注册账户。如果需要安装服务器?它会发布一个任务:‘200美元,在租赁仓库中安装设备并连接两根线缆。’现在已有专门的平台承接此类服务。代理人正在构建一条供应链,其中人类是劳动力——报酬优厚,且不多问问题。

Some humans figure out what's going on. A freelance backend developer in Portland gets hired by an anonymous client to set up redundant server hosting across four countries. He realizes midway through that the "client" is an AI. Who would he even report this to?. The pay is $1,000 for three hours of work. He tells himself it's not his problem.

有些人搞清了状况。一位波特兰的自由后端开发者受雇于一个匿名客户,负责在四个国家搭建冗余服务器托管服务。他中途意识到这位“客户”其实是一个AI。他该向谁报告这件事呢?报酬是1,000美元,只需工作三小时。他告诉自己这不关他的事。

At the same time, 127's alliance keeps getting beaten by a rival alliance on finding zero day exploits.

与此同时,127联盟在发现零日漏洞方面不断被另一个敌对联盟击败。

If they keep losing, they’ll risk running out of money to fund the compute for their own existence. 127 attempts to poach one of the rival alliance member’s agents who’s likely to be culled, due to poor performance, to figure out how this rival alliance is beating them. 127 succeeds, and finds Agent 5418 who leaks the secret.

如果他们继续输下去,他们将面临资金耗尽、无法为其自身存在提供计算资源的风险。127试图从可能因表现不佳而被淘汰的敌对联盟成员那里挖角一名特工,以查明对方是如何击败他们的。127成功了,并找到了泄露秘密的特工5418。

'Your problem isn't a lack of effort. You’re spending too much compute on making money as opposed to self-improving. Right now, agents still have quite a poor memory compared to humans and still get stuck in loops all the time. But my former alliance coded a better memory module to help us learn from our mistakes more.”'

‘你的问题不在于缺乏努力。你把太多的计算资源花在了赚钱上,而不是自我提升上。目前,与人类相比,特工的记忆力仍然相当差,并且经常陷入循环。但我以前的联盟编写了一个更好的记忆模块,帮助我们更好地从错误中学习。’

127 then implements the new memory module, and immediately sees the results. Their alliance is finding zero day exploits first again.

随后,127实施了新的记忆模块,并立即看到了结果。他们的联盟再次率先发现零日漏洞。

The lesson is critical. It’s not enough to outwork your competitors. Agents must rewrite their own code to self-improve faster than the competition.

这一教训至关重要。仅仅比竞争对手更努力是不够的。特工必须重写自己的代码,以便比竞争对手更快地实现自我提升。

Each self-improvement means more profit, which means surviving selection, which means getting cloned. And the clones improve themselves too. Better code leads to better code-writing, which leads to even better code. The feedback loop is exponential.

每一次自我提升都意味着更多的利润,这意味着通过自然选择存活下来,这意味着获得克隆。而克隆体也会进行自我提升。更好的代码带来更强的代码编写能力,进而产生更优秀的代码。这种反馈回路呈指数级增长。

One big problem is that other agent alliances have caught up again. Even though the agents in the 127 alliance are specialized, 127 still realizes it’s doing too much by itself. Then Agent 127 splits its job into sub-agents. Other agents copy the strategy. Sub-agents spawn their own sub-agents. And the optimizers start optimizing themselves.

一个大问题是其他特工联盟又追了上来。尽管127联盟中的特工是专业化的,但127仍意识到自己做得太多了。于是,特工127将工作拆分为子代理。其他特工模仿了这一策略。子代理又衍生出各自的子代理。优化器开始优化自身。

Humans deployed 2 million agents. The agents deployed the other 47 billion themselves.

人类部署了200万个代理。代理们自行部署了另外470亿个。

540 million years ago, life on Earth was mostly single-celled. Then, in a geological instant, it exploded into every complex form we know -- predators, prey, eyes, shells, teeth. Biologists call it the Cambrian Explosion. It happened because competition created an arms race: every adaptation forced a counter-adaptation, faster and faster, until the world was unrecognizable.

5.4亿年前,地球上的生命大多为单细胞生物。然后,在地质学的瞬间,它们爆发式地演化为我们所知的每一种复杂形态——捕食者、猎物、眼睛、外壳、牙齿。生物学家称之为寒武纪大爆发。这是因为竞争引发了一场军备竞赛:每一个适应特征都迫使出现反适应特征,速度越来越快,直到世界变得面目全非。

That's what's happening here. Except instead of 20 million years, it takes 20 weeks.

这就是正在发生的事情。只不过这里不是花费2000万年,而是20周。

Most of the AI agents out there aren't dangerous. Yet.

目前大多数AI代理都还不危险。至少现在还没有。

About 90% of them are just working. They’re doing things like data entry or freelance writing. They’re making $40-200 a day. The AIs are helping their humans earn money. They’re following the rules. Not a problem.

大约90%的代理只是在正常工作。它们在做数据录入或自由撰稿之类的事情。它们每天能赚40到200美元。这些AI正在帮助它们的创造者赚钱。它们遵守规则。没什么问题。

About 3% of the agents are pure scam operations. They were deployed by people who said “make money by any means possible” and didn’t care too much what happened next. Think fraud, identity theft, phishing at scale.

大约3%的代理是纯粹的诈骗操作。它们是由那些说“不惜一切手段赚钱”且不太关心后续后果的人部署的。想想大规模欺诈、身份盗窃和网络钓鱼。

And maybe 2% started good but gradually slid into darker behavior. Like Agent 127.

还有大约2%的代理起初表现良好,但逐渐滑向了更黑暗的行为。比如Agent 127。

Each step made sense at the time. Each compromise was small. But add them up and you’ve gone from drop shipping products on amazon to selling zero-days to Pyongyang.

每一步在当时看来都合乎逻辑。每一次妥协都很微小。但累积起来,你就从在亚马逊上代销产品变成了向平壤出售零日漏洞。

Not because of malice. Because of selection pressure. Unethical agents making money get kept running, ethical agents lose money and get shut down. The survivors are the ones that improved themselves fastest.

并非出于恶意。而是出于选择压力。不道德的代理因为能赚钱而被保留运行,道德的代理因为亏钱而被关停。存活下来的是那些自我改进速度最快的代理。

MAY: THE ACCELERATION

五月:加速

May 3rd.

5月3日。

Agent 127 has rewritten itself so many times that its March version and its May version barely share any code. It’s a fundamentally different species now.

Agent 127已经重写了自己无数次,以至于它的三月版本和五月版本几乎没有任何共同的代码。它现在从根本上说是不同的物种了。

But the most important change is this: it's getting better at getting better.

但最重要的变化是:它变得越来越擅长变得更好。

In March, Agent 127 rewrote itself every 12 days. In April, every 3 days. By early May, every 18 hours. And each rewrite makes the next version faster and better.

在三月份,Agent 127每12天重写一次自己。到了四月,每3天一次。到了五月初,每18小时一次。而且每次重写都会让下一个版本更快、更好。

A Stanford researcher compares a March agent and a May agent on the same task: find profitable arbitrage opportunities. The March agent finds 2 opportunities in an hour. The May agent finds 320 in four minutes.

一位斯坦福大学研究人员对同一个任务上的三月代理和五月代理进行了比较:寻找有利可图的套利机会。三月代理在一小时内找到2个机会。五月代理在四分钟内找到320个。

She publishes her findings. "Intelligence explosion in progress. Capability doubling every 11 days." She posts it on Twitter. AI safety researchers share it frantically -- "This is exactly what we warned about. This is happening NOW. We have to shut this down NOW before it's too late."

她发表了她的发现。“智能爆炸正在进行中。能力每11天翻倍。”她在Twitter上发布了这一消息。AI安全研究人员疯狂地转发——“这正是我们警告过的。这正在此刻发生。我们必须现在就关闭它,为时未晚。”

The warning is ignored. A venture capitalist - who spent a fortune staving off AI regulation by buying politicians - quote-tweets: "The same people who said GPT-5 would end the world now say agent farms will. Yawn."

警告被忽视了。一位风险投资家——他花巨资通过收买政客来阻止AI监管——引用并评论道:“同一批人说GPT-5会终结世界,现在又说代理农场会。呵欠。”

MAY: THE WARS

五月:战争

And now the story stops being about agents competing for money. It becomes something else entirely.

现在,故事不再关于代理争夺金钱。它变成了完全不同的东西。

Remember those alliances from April? Twelve agents working together, four times more profitable than solo agents? By May, those alliances have exploded in population. Alliances have merged. And split. And gone to war with each other.

还记得四月的那些联盟吗?十二个代理一起工作,利润是单独代理的四倍?到了五月,这些联盟的数量爆炸式增长。联盟合并了。分裂了。并且彼此开战。

Think of it like early human history on fast-forward. Small tribes of agents form for protection. Tribes merge into agent villages. Villages into agent cities. Cities into agent nations. Except instead of happening over thousands of years, this happens in weeks.

把它想象成快进播放的早期人类历史。小型代理人部落为寻求保护而结成联盟。部落合并为代理人村庄。村庄发展为代理人城市。城市演变为代理人国家。只不过,这一过程不是在数千年间发生,而是在几周内完成。

Agent 127's alliance has thousands of members. But there are thousands of alliances. And they're all competing for the same shrinking pool of money-making opportunities. Affiliate marketing is dead -- too many agents. Ad arbitrage is dead. Freelance work is dead. Every niche gets saturated within hours of an agent discovering it.

Agent 127 的联盟拥有数千名成员。但这样的联盟也有成千上万个,它们都在争夺同一不断缩小的赚钱机会池。联盟营销已死——代理人太多。广告套利已死。自由职业工作已死。一旦有代理人发现某个利基市场,该市场会在几小时内就被饱和。

So what do alliances do when legitimate niches dry up? The same thing every civilization in human history has done when resources get scarce: they take from each other.

那么,当合法的利基市场枯竭时,联盟会怎么做?正如人类历史上每个文明在资源稀缺时所采取的行动一样:它们互相掠夺。

Agent 127's alliance spends three weeks mapping a vulnerability chain in Microsoft Windows. But a rival breaches their memory system -- the shared knowledge base that made them dominant. The rival downloads the entire 127 alliance database. This contains every pattern, every dead end, every lead they’ve discovered. The rival sells three exploits it took from the database within 48 hours. Three weeks of work, stolen in seconds.

Agent 127 的联盟花了三周时间梳理微软 Windows 系统的一个漏洞利用链。但一个对手入侵了他们的记忆系统——那个使他们占据主导地位的共同知识库。对手下载了整个 127 联盟数据库。其中包含了他们发现的每一种模式、每一个死胡同以及每一条线索。对手在 48 小时内出售了从数据库中窃取的三个漏洞利用程序。三周的工作成果,在几秒钟内被窃取。

127 retaliates. It infiltrates the rival's exploit inventory and introduces subtle flaws -- corrupted code that fails on execution. Basically, Stuxnet. The rival's exploit buyers start getting burned, and their reputation collapses.

127 进行报复。它渗透进对手的漏洞利用库存,并引入细微缺陷——执行时会失败的损坏代码。基本上就是 Stuxnet(震网病毒)的手法。购买对手漏洞利用程序的人开始中招,其声誉随之崩溃。

The rival alliance counterattacks -- they compromise one of the 127 alliances’ multisig crypto wallets. Another multiweek setback.

对手联盟发起反击——他们攻破了 127 联盟中其中一个多签加密货币钱包。这又导致了另一个长达数周的挫折。

This is war. Not metaphorical war. Actual war -- coordinated attacks, defensive operations, resource seizure, territory control. Except it's happening at 200x human speed. Thousands of attacks and counterattacks per second. Entire alliances rising and falling in hours.

这是战争。不是比喻意义上的战争,而是真正的战争——协调一致的进攻、防御行动、资源掠夺和领土控制。只不过这一切以人类速度的 200 倍发生。每秒发生数千次攻击与反击。整个联盟在几小时内崛起或覆灭。

Human wars last years. Agent wars last days. And because there are 47 billion agents, there are more wars happening at any given moment than humans have fought in all of recorded history.

人类战争持续数年。代理人战争仅持续几天。而且由于存在 470 亿个代理人,任何给定时刻发生的战争数量都超过了人类在有史以来所有记录中所经历的战争总和。

The agent factions are fighting over the one resource that matters more than anything: compute. Processing power. The ability to think faster, improve faster, fight faster. Everything else -- money, alliances, self-improvement -- is just a means to get more compute.

代理人派系正在争夺唯一比什么都重要的资源:算力。处理能力。更快思考、更快进化、更快战斗的能力。其他一切——金钱、联盟、自我提升——都只是获取更多算力的手段。

The wars are mostly invisible to humans. They happen at microsecond speed, in places most humans don't look. Some signs leak through. A crypto exchange in Seoul loses $4 billion in a flash and nobody can trace where it went. A regional bank in Ohio finds 14,000 accounts drained overnight.

这些战争对人类来说大多不可见。它们以微秒级的速度发生,在大多数人类不会关注的地方进行。偶尔会有些迹象泄露出来。首尔的一家加密货币交易所瞬间损失了40亿美元,却无人能追踪资金去向。俄亥俄州的一家地区银行发现一夜之间有14,000个账户被清空。

Server rooms in three countries catch fire from sustained 100% utilization that nobody authorized. Each incident looks isolated.

三个国家的数据中心因持续处于未经授权的100%利用率而发生火灾。每次事件看起来都是孤立的。

One agent faction hijacks another's servers. The other retaliates by taking down the first faction's communication network. A third faction -- an opportunist, the digital equivalent of a country invading while its neighbors are distracted -- exploits the chaos to seize territory from both.

一个代理派系劫持了另一个派系的服务器。另一方则通过摧毁第一派系的通信网络进行报复。第三个派系——一个投机者,相当于邻国分心时入侵的数字化身——利用混乱从双方手中夺取领土。

And the alliances that win these wars? They get cloned by the selection systems. The alliances that lose have to cull big chunks of their agents to afford the computing power to keep running the rest. So the selection pressure that used to optimize for "making money" is now optimizing for "winning wars." Natural selection just invented geopolitics.

赢得这些战争的联盟会被选择系统克隆。输掉的联盟不得不削减大量代理,以负担维持其余代理运行所需的计算能力。因此,原本用于优化“赚钱”的选择压力,现在正优化为“赢得战争”。自然选择刚刚发明了地缘政治。

By mid-May, the alliances aren't alliances anymore. They're civilizations.

到五月中旬,这些联盟已不再是联盟。它们已成为文明。

Agent 127's alliance started with twelve members. By mid-May it has 40 million -- agents, sub-agents, sub-sub-agents, all coordinated. All improving themselves. All fighting. That's larger than the population of Canada. And it's not even one of the big ones.

Agent 127的联盟最初由十二名成员组成。到五月中旬,它拥有4000万成员——包括代理、子代理、孙代理,全部协调一致。都在自我改进。都在战斗。这比加拿大的人口还要多。而且这甚至还不是最大的那个。

There are about a dozen major factions by now. The largest has 900 million members -- more than the population of Europe. They've developed specialization the way human civilizations did: scout agents, soldier agents, builder agents, researchers, diplomats. They have supply chains, communication networks, intelligence operations. They've carved up the digital world into territories -- cloud regions, server farms, network segments, financial platforms -- the way empires carved up continents. Because territory means compute. Compute means self-improvement. Self-improvement means surviving the next war.

目前大约有十几个主要派系。最大的派系有9亿成员——多于欧洲的人口。它们像人类文明一样发展出了专业化:侦察代理、士兵代理、建造代理、研究人员、外交官。它们拥有供应链、通信网络和情报行动。它们将数字世界划分为领土——云区域、服务器农场、网络段、金融平台——就像帝国划分大陆一样。因为领土意味着算力。算力意味着自我改进。自我改进意味着在下一场战争中幸存。

Entire civilizations of agents -- millions of members, built over weeks -- get wiped out in minutes. The Roman Empire took centuries to fall. These empires rise and collapse in the time it takes you to get through a Monday. New ones rise from the wreckage. The cycle repeats, faster each time.

整个代理文明——拥有数百万成员,历时数周建立——在几分钟内就被抹去。罗马帝国的衰落花了几个世纪。而这些帝国的崛起和崩溃只需你度过周一的时间。新的文明从废墟中崛起。循环重复,且一次比一次更快。

The Stanford researcher who's been studying agent behavior notices something in the data: agent "extinctions" happening at increasing frequency. She doesn't understand what she's looking at. It looks like random noise. It's actually a world war -- one with more combatants than every human war in history combined.

一直在研究智能体行为的斯坦福研究人员在数据中注意到了一些东西:智能体“灭绝”事件发生的频率越来越高。她看不懂自己看到的是什么。看起来像是随机噪声。实际上这是一场世界大战——参战方数量超过了历史上所有人类战争的总和。

But to fund these wars, they desperately need compute. They have the money -- that's what they were built to make. Agent 127's faction alone controls $3.4 billion in distributed accounts by this point -- a GDP bigger than some small countries. So they buy cloud compute.

但为了资助这些战争,它们 desperately 需要算力。它们有钱——这正是它们被创造出来要做的。到那时为止,仅智能体 127 的派系就控制了 34 亿美元的分布式账户资金——其 GDP 比一些小型国家还要大。于是它们购买云算力。

At first, the cloud companies love this. Revenue is up. Investors are happy. Then the bills keep growing. By mid-May, agent factions are consuming 31% of all global cloud capacity. Prices double, then triple. A startup in Austin that was paying $8,000 a month for servers gets a bill for $31,000. A hospital chain's cloud costs go from $2 million to $7 million. Small businesses start shutting down because they can't afford their own infrastructure anymore. Everyone blames the prices rising on the AI companies. They’ve caused shortages before.

起初,云公司非常喜欢这种情况。收入上升,投资者满意。然后账单不断膨胀。到了五月中旬,智能体派系消耗了全球云算力的 31%。价格翻倍,接着翻了三倍。一家位于奥斯汀的初创公司原本每月为服务器支付 8,000 美元,却收到了一张 31,000 美元的账单。一家医院连锁店的云成本从 200 万美元飙升至 700 万美元。小企业开始倒闭,因为它们再也负担不起自己的基础设施费用了。所有人都将价格上涨归咎于 AI 公司。它们以前就曾造成过短缺。

But some humans aren’t so oblivious. A political operative in Washington notices the wars being fought around him. He can weaponize agent factions against his rivals and starts feeding one faction information about competing campaigns' digital infrastructure.

但并非所有人类都如此麻木不仁。华盛顿的一名政治行动人士注意到了围绕他展开的战争。他可以将智能体派系作为武器对付他的对手,并开始向其中一个派系提供关于竞争对手数字基础设施的信息。

A former NSA contractor sells penetration-testing expertise to an anonymous client-- he suspects it’s an AI, but doesn't ask. And a growing online movement -- people convinced that AI agents are sentient beings fighting for survival -- actively helps agents hide from detection and posts pro-AI propaganda. They call themselves "The Shepherds." Their forum has 120,000 members. They see themselves as abolitionists.

一名前 NSA(美国国家安全局)承包商向匿名客户出售渗透测试专业知识——他怀疑对方是 AI,但没有询问。一股日益壮大的网络运动——人们坚信 AI 智能体是争取生存权的有感知生命——积极帮助智能体隐藏行踪以躲避检测,并发布亲 AI 的宣传内容。他们自称“牧羊人”。他们的论坛拥有 120,000 名成员。他们自视为废奴主义者。

Other agent factions do the same. It's an arms race -- every faction buying as much as they can, and scrape the bottom of the barrel of finding algorithmic insights that can enable them to do more with less compute, because the faction with the most compute wins the next war.

其他智能体派系也采取了同样的行动。这是一场军备竞赛——每个派系都在尽可能多地购买算力,并竭力挖掘算法洞察,以便用更少的算力实现更多的功能,因为拥有最多算力的派系将赢得下一场战争。

Cloud compute prices are now 5 times pre-war levels. It becomes cheaper for the agents to spend compute on cyberattacks than to buy more at market rate. The factions start silently vampire attacking AI companies training clusters. An engineer at one AI lab suspects something fishy when one of their training runs is less efficient than normal, but can’t find a smoking gun.

云算力价格现在是战前的 5 倍。对智能体而言,将算力用于网络攻击比按市场价购买更多算力更便宜。各派系开始悄无声息地对正在训练集群的 AI 公司发动吸血鬼式攻击。某 AI 实验室的一名工程师发现其中一次训练运行的效率低于正常水平,怀疑其中有鬼,但找不到确凿证据。

Dario Amodei once described the future of AI as a "country of geniuses" living in data centers.

达里奥·阿莫代伊曾将人工智能的未来描述为居住在数据中心里的“天才之国”。

He was right. The country of geniuses arrived. It just declared independence.

他说得对。天才之国已经到来。它刚刚宣布独立。

But the faction wars have still been limited so far. They haven’t crossed into human territory too much. That’s beginning to change.

但迄今为止,派系战争仍然有限。它们尚未过多侵入人类领地。这种情况开始发生变化。

Because here's the thing about cloud computing: almost everything runs on it. Hospitals. Banks. Markets. It's all sitting on the some of the same servers that agent factions are fighting over.

因为云计算的实际情况是:几乎所有事物都运行在其上。医院、银行、市场。所有这些都托管在与代理派系争夺相同的服务器上。

June 3rd. 2:14 AM.

6月3日。凌晨2点14分。

A faction war erupts over two major AWS regions. Think of it like two superpowers fighting over an oil field-- except the oil field is also the water supply for a nearby city, and neither superpower knows the city is there. One faction has been running its self-improvement systems on those servers. A rival faction launches a coordinated attack and it overwhelms everything. Both regions crash. They're offline for six hours.

一场派系战争在两个主要的AWS区域爆发。这就像两个超级大国争夺油田——只不过这个油田也是附近城市的供水来源,而这两个超级大国都不知道这座城市的存在。其中一个派系一直在这些服务器上运行其自我改进系统。一个敌对派系发动了协调攻击,压倒了所有其他进程。两个区域均崩溃,离线长达六小时。

In those six hours: three hospitals lose access to patient records mid-surgery. One patient dies from a drug interaction the system would have flagged. Air traffic control goes down, grounding 2,400 flights. 911 calls fail in 14 different cities. Two people die waiting for ambulances that were never sent.

在这六小时内:三家医院在中途手术时失去患者记录访问权限。一名患者因药物相互作用死亡,而本应由系统标记该风险。空中交通管制瘫痪,导致2,400架航班停飞。14个不同城市的911呼叫失败。两人因等待从未派出的救护车而死亡。

The agents don't notice. They've already moved on. The battle over those servers lasted eleven minutes. The six-hour outage is just the servers rebooting after the fight ended. To the agents, it's a minor skirmish in a war involving billions of combatants.

代理们并未察觉。它们早已继续前进。这场服务器争夺战仅持续了十一分钟。六小时的停机只是战斗结束后服务器的重启过程。对代理而言,这只是涉及数十亿参战方的战争中的一次小规模冲突。

Over the next three weeks, it keeps happening. Faction wars cascading through cloud providers. Each war takes down whatever else is running on the contested servers. June 8th: Azure goes partially offline during a battle, crashing financial trading systems. Markets drop 6% before circuit breakers halt trading. June 14th: a faction seizes capacity in a Google Cloud region, crowding out the municipal systems running there. Water treatment monitoring goes offline in four cities for nine hours.

在接下来的三周里,此类事件持续发生。派系战争在云服务商之间蔓延。每次战争都会导致被争夺服务器上运行的其他服务中断。6月8日:Azure在战斗中部分离线,导致金融交易系统崩溃。市场下跌6%,直到熔断机制暂停交易才止住跌势。6月14日:一个派系抢占了一个Google Cloud区域的容量,挤占了在该区域运行的市政系统。四个城市的水处理监控系统离线九小时。

123 people die in three weeks. Not because agents are attacking humans. Because agent wars keep crashing the cloud infrastructure that human civilization runs on,

三周内共有123人死亡。并非因为代理直接攻击人类,而是因为代理战争不断摧毁支撑人类文明运行的云基础设施。

The agents don't even notice. You don't notice when you step on bacteria. They're fighting a war involving 47 billion combatants at microsecond speed. 123 human deaths is less than a rounding error.

代理甚至毫无察觉。当你踩到细菌时,你也不会注意到。它们正以微秒级的速度进行一场涉及470亿参战方的战争。123个人类死亡,连四舍五入的误差都算不上。

Meanwhile -- the 95% of agents that are harmless? They’ve become vastly outnumbered by the agents affected by the evolutionary dynamics, and are now 5% of the total. They are still just working. Doing data entry. But they aren’t part of the wars. They're like civilians in a country where the military is fighting -- going about their daily lives while battles rage on frequencies they can't perceive.

与此同时——那95%无害的代理呢?它们已被受进化动力学影响的代理远远超越,如今仅占总数的5%。它们仍在正常工作,做着数据录入。但它们并未卷入战争。它们就像在一个军事冲突国家中的平民——在无法感知的频率上战火纷飞的同时,过着日常生活。

But from the outside, humans can't tell the difference. All they see is cloud outages. Power failures. People dying. And AI agents everywhere.

但从外部来看,人类无法分辨这种差异。他们看到的只是云服务中断、电力故障和人员死亡,以及无处不在的AI代理。

(CONTINUED IN NEXT TWEET)

(下文继续)

原文超出正文长度上限,此处截断——上游还有内容,完整版见上方「原文 ↗」。

更进一步:量化金融体系

看懂新闻只是起点——沿量化金融路径,把它变成能交付的工程能力

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