Sam Altman #2

Sam Altman · 20,459 词 · 查看原文 ↗
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🤖 AI 智能总结

Sam Altman谈OpenAI宫斗、GPT-5、Sora与AGI之路

这是 Sam Altman 第二次登上 Lex Fridman 播客,时间节点正值 OpenAI 董事会风波平息后不久。对话涵盖了那场震惊科技界的「宫斗」内幕、Sora 视频生成模型、GPT-5 的能力预期、7万亿美元算力计划,以及 AGI 到来的时间线与权力格局。

OpenAIAGIGPT-5SoraAI治理算力

Sam Altman 是 OpenAI 的 CEO,该公司开发了 GPT-4、ChatGPT、Sora 等划时代 AI 产品。他曾是 Y Combinator 总裁,被认为是推动 AGI 研究最具影响力的人物之一。

📌 核心观点
  • OpenAI 董事会风波是 Altman 职业生涯中「最痛苦的经历」,但他认为这件事发生在相对早期是幸运的,帮助 OpenAI 建立了应对未来更大挑战的韧性。
  • Altman 预测到本十年末,将出现让人们惊叹「这真的很了不起」的 AI 系统,算力将成为未来最珍贵的商品,甚至超越石油。
  • 关于 Sora,他认为这是理解物理世界的重要一步,视频生成不只是娱乐工具,而是 AI 建立世界模型的证据。
  • 他坦承 AGI 的到来将引发巨大的权力争夺,并认为这是不可避免的——谁先建成 AGI,谁就获得巨大权力,这需要全社会提前思考治理框架。
  • 关于 Ilya Sutskever 在董事会事件中的角色,Altman 表示理解但不认同,认为 Ilya 是真正关心 AI 安全的人,两人关系复杂但相互尊重。
  • 他对 Q* 项目的存在既不否认也不确认,但强调 OpenAI 在推理能力上的突破是真实的,GPT-5 将在多个维度上显著超越 GPT-4。
✨ 金句摘录
Altman:算力将是未来的货币,可能是世界上最珍贵的商品。
Altman:通往 AGI 的道路应该是一场巨大的权力争夺,我预期会是这样。
Lex:谁先建成 AGI 就获得巨大权力,你信任自己拥有那么大的权力吗?
📋 章节目录
0:00 Introduction · 介绍
1:05 OpenAI board saga · OpenAI 董事会传奇
18:31 Ilya Sutskever · 伊利亚·苏茨克维尔
24:40 Elon Musk lawsuit · 埃隆·马斯克诉讼
34:32 Sora · 索拉
44:23 GPT-4 · GPT-4
55:32 Memory & privacy · 记忆与隐私
1:02:36 Q* · Q*
1:06:12 GPT-5 · GPT-5
1:09:27 $7 trillion of compute · 7 万亿美元的计算
1:17:35 Google and Gemini · 谷歌和双子座
1:28:40 Leap to GPT-5 · 跃升至 GPT-5
1:32:24 AGI · 通用人工智能
1:50:57 Aliens · 外星人
🔑 关键词
samaltmangoingdonboardgptagiopenaibettermodelstuffsurethinkinghumanwholehardcompanyimportantfuturehumans
💬 精彩语录
"And I realize that that means people like Marc Andreessen or whatever will claim I’m going for regulatory capture, and I’m just willing to be misunderstood there. It’s not true. And I think in the fullness of time, it’ll get proven out why this is important. But I think I have made plenty of bad decisions for OpenAI along the way, and a lot of good ones, and I’m proud of the track record overall. But I don’t think any one person should, and I don’t think any one person will. I think it’s just too big of a thing now, and it’s happening throughout society in a good and healthy way. But I don’t think any one person should be in control of an AGI, or this whole movement towards AGI. And I don’t think that’s what’s happening."
我意识到这意味着像马克·安德森(Marc Andreessen)或其他人这样的人会声称我要寻求监管捕获,而我只是愿意在那里被误解。这不是真的。我认为,随着时间的推移,这一点的重要性将会被证明。但我认为,一路走来,我为 OpenAI 做出了很多错误的决定,也做出了很多好的决定,我对整体的业绩记录感到自豪。但我不认为任何人应该这样做,也不认为任何人会这样做。我认为现在这件事太大了,而且它正在以一种良好、健康的方式在整个社会发生。但我认为任何人都不应该控制通用人工智能,或者整个通用人工智能运动。我认为事实并非如此。
— Sam Altman (01:40:12)
"We talked about theatrical risks earlier. That’s a theatrical risk. That is a thing that can really take over how people think about this problem. And there’s a big group of very smart, I think very well-meaning AI safety researchers that got super-hung up on this one problem, I’d argue without much progress, but super-hung up on this one problem. I’m actually happy that they do that, because I think we do need to think about this more. But I think it pushed out of the space of discourse a lot of the other very significant AI- related risks."
我们之前讨论过戏剧风险。这是戏剧性的风险。这确实可以改变人们对这个问题的看法。有一大群非常聪明、我认为非常善意的人工智能安全研究人员对这个问题非常着迷,我认为没有太大进展,但对这个问题非常着迷。我实际上很高兴他们这样做,因为我认为我们确实需要更多地考虑这一点。但我认为它排除了许多其他非常重要的人工智能相关风险。
— Sam Altman (01:42:21)
"Look, I think compute is going to be the currency of the future. I think it will be maybe the most precious commodity in the world, and I think we should be investing heavily to make a lot more compute. Compute, I think it’s going to be an unusual market. People think about the market for chips for mobile phones or something like that. And you can say that, okay, there’s 8 billion people in the world, maybe 7 billion of them have phones, maybe 6 billion, let’s say. They upgrade every two years, so the market per year is 3 billion system-on-chip for smartphones. And if you make 30 billion, you will not sell 10 times as many phones, because most people have one phone."
看,我认为计算将成为未来的货币。我认为这可能是世界上最珍贵的商品,我认为我们应该大力投资以进行更多的计算。计算一下,我认为这将是一个不寻常的市场。人们会想到手机芯片或类似产品的市场。你可以说,好吧,世界上有 80 亿人,其中可能有 70 亿拥有手机,也许有 60 亿,比方说。它们每两年升级一次,因此每年智能手机片上系统的市场规模为 30 亿个。而如果你赚了300亿,你的手机销量也不会增加10倍,因为大多数人都拥有一部手机。
— Sam Altman (01:10:01)
"Yeah, but I don’t think 3.5 changed the world. It maybe changed the world’s expectations for the future, and that’s actually really important. And it did get more people to take this seriously and put us on this new trajectory. And that’s really important, too. So again, I don’t want to undersell it. I think I could retire after that accomplishment and be pretty happy with my career. But as an artifact, I don’t think we’re going to look back at that and say, “That was a threshold that really changed the world itself.”"
是的,但我不认为 3.5 改变了世界。它可能改变了世界对未来的期望,这实际上非常重要。它确实让更多的人认真对待这一问题,并使我们走上新的轨道。这也非常重要。再说一次,我不想低价出售它。我想我可以在取得这一成就后退休并对我的职业生涯感到非常满意。但作为一件人工制品,我认为我们不会在回顾这一点时说:“这是一个真正改变世界本身的门槛。”
— Sam Altman (01:33:49)
"I definitely learned a lot about structure and incentives and what we need out of a board. And I think that it is valuable that this happened now in some sense. I think this is probably not the last high-stress moment of OpenAI, but it was quite a high-stress moment. My company very nearly got destroyed. And we think a lot about many of the other things we’ve got to get right for AGI, but thinking about how to build a resilient org and how to build a structure that will stand up to a lot of pressure in the world, which I expect more and more as we get closer, I think that’s super important."
我确实学到了很多关于结构和激励措施以及我们对董事会的需求的知识。我认为现在发生的这件事在某种意义上是有价值的。我认为这可能不是 OpenAI 最后一个高压力时刻,但这是一个相当高压力的时刻。我的公司差一点就被毁掉了。我们思考了很多我们必须为 AGI 做好的其他事情,但思考如何建立一个有弹性的组织以及如何建立一个能够承受世界上巨大压力的结构,随着我们越来越接近,我越来越期望,我认为这是非常重要的。
— Sam Altman (00:05:18)
🎙️ 完整对话(501 条)
Lex Fridman (00:00:00)
I think compute is going to be the currency of the future. I think it’ll be maybe the most precious commodity in the world. I expect that by the end of this decade, and possibly somewhat sooner than that, we will have quite capable systems that we look at and say, “Wow, that’s really remarkable.” The road to AGI should be a giant power struggle. I expect that to be the case.
我认为计算将成为未来的货币。我认为这可能是世界上最珍贵的商品。我预计到本十年末,甚至可能更早,我们将拥有功能相当强大的系统,我们会说:“哇,这真是太了不起了。”通往通用人工智能的道路应该是一场巨大的权力斗争。我希望情况会如此。
Lex Fridman (00:00:26)
Whoever builds AGI first gets a lot of power. Do you trust yourself with that much power?
谁先建立AGI,谁就获得很大的权力。你相信自己有那么大的力量吗?
Lex Fridman (00:00:36)
The following is a conversation with Sam Altman, his second time on the podcast. He is the CEO of OpenAI, the company behind GPT-4, ChaTGPT, Sora, and perhaps one day the very company that will build AGI. This is The Lex Fridman Podcast. To support it, please check out our sponsors in the description. And now, dear friends, here’s Sam Altman. OpenAI board saga
以下是与山姆·奥尔特曼的对话,这是他第二次参加播客。他是 OpenAI 的首席执行官,该公司是 GPT-4、ChaTGPT、Sora 背后的公司,也许有一天这家公司将打造 AGI。这是莱克斯·弗里德曼播客。为了支持它,请在说明中查看我们的赞助商。现在,亲爱的朋友们,这是山姆·奥尔特曼。 OpenAI 董事会传奇
Lex Fridman (00:01:05)
Take me through the OpenAI board saga that started on Thursday, November 16th, maybe Friday, November 17th for you.
带我回顾一下从 11 月 16 日星期四开始的 OpenAI 董事会传奇,也许对您来说是 11 月 17 日星期五。
Lex Fridman (00:01:13)
That was definitely the most painful professional experience of my life, and chaotic and shameful and upsetting and a bunch of other negative things. There were great things about it too, and I wish it had not been in such an adrenaline rush that I wasn’t able to stop and appreciate them at the time. But I came across this old tweet of mine or this tweet of mine from that time period. It was like going your own eulogy, watching people say all these great things about you, and just unbelievable support from people I love and care about. That was really nice, really nice. That whole weekend, with one big exception, I felt like a great deal of love and very little hate, even though it felt like I have no idea what’s happening and what’s going to happen here and this feels really bad. And there were definitely times I thought it was going to be one of the worst things to ever happen for AI safety. Well, I also think I’m happy that it happened relatively early. I thought at some point between when OpenAI started and when we created AGI, there was going to be something crazy and explosive that happened, but there may be more crazy and explosive things still to happen. It still, I think, helped us build up some resilience and be ready for more challenges in the future.
这绝对是我一生中最痛苦的职业经历,混乱、可耻、令人不安,还有很多其他负面的事情。它也有很棒的东西,我希望它没有如此肾上腺素激增,以至于我当时无法停下来欣赏它们。但我发现了我的这条旧推文或我那个时期的这条推文。就像
Lex Fridman (00:03:02)
But the thing you had a sense that you would experience is some kind of power struggle?
但你有一种感觉,你会经历某种权力斗争?
Sam Altman (00:03:08)
The road to AGI should be a giant power struggle. The world should… Well, not should. I expect that to be the case.
通往通用人工智能的道路应该是一场巨大的权力斗争。世界应该……嗯,不应该。我希望情况会如此。
Lex Fridman (00:03:17)
And so you have to go through that, like you said, iterate as often as possible in figuring out how to have a board structure, how to have organization, how to have the kind of people that you’re working with, how to communicate all that in order to deescalate the power struggle as much as possible.
所以你必须经历这一点,就像你说的,尽可能频繁地迭代,弄清楚如何建立董事会结构,如何建立组织,如何拥有与你一起工作的人,如何沟通所有这些,以便尽可能地缓和权力斗争。
Lex Fridman (00:03:37)
Yeah.
是的。
Lex Fridman (00:03:37)
Pacify it.
安抚之。
Lex Fridman (00:03:38)
But at this point, it feels like something that was in the past that was really unpleasant and really difficult and painful, but we’re back to work and things are so busy and so intense that I don’t spend a lot of time thinking about it. There was a time after, there was this fugue state for the month after, maybe 45 days after, that I was just drifting through the days. I was so out of it. I was feeling so down.
但此时此刻,感觉就像是过去的事情,真的很不愉快,真的很困难和痛苦,但我们又回到了工作岗位,事情是如此忙碌和紧张,以至于我没有花很多时间去思考它。之后有一段时间,一个月后,也许是45天后,我就处于这种神游状态,我只是在这些日子里漂泊。我实在是太没出息了。我是
Lex Fridman (00:04:17)
Just on a personal, psychological level?
只是在个人心理层面上吗?
Sam Altman (00:04:20)
Yeah. Really painful, and hard to have to keep running OpenAI in the middle of that. I just wanted to crawl into a cave and recover for a while. But now it’s like we’re just back to working on the mission.
是的。真的很痛苦,而且很难在这中间继续运行 OpenAI。我只想爬进山洞里恢复一下。但现在我们好像刚刚回到任务中。
Lex Fridman (00:04:38)
Well, it’s still useful to go back there and reflect on board structures, on power dynamics, on how companies are run, the tension between research and product development and money and all this kind of stuff so that you, who have a very high potential of building AGI, would do so in a slightly more organized, less dramatic way in the future. So there’s value there to go, both the personal psychological aspects of you as a leader, and also just the board structure and all this messy stuff.
嗯,回到那里反思一下董事会结构、权力动态、公司的运营方式、研究和产品开发与资金之间的紧张关系以及所有这些东西仍然很有用,这样,你这个在构建 AGI 方面具有巨大潜力的人,将来就能以一种稍微更有组织性、不那么戏剧化的方式来实现这一目标。因此,无论是个人心理还是个人心理方面,这里都有价值
Sam Altman (00:05:18)
I definitely learned a lot about structure and incentives and what we need out of a board. And I think that it is valuable that this happened now in some sense. I think this is probably not the last high-stress moment of OpenAI, but it was quite a high-stress moment. My company very nearly got destroyed. And we think a lot about many of the other things we’ve got to get right for AGI, but thinking about how to build a resilient org and how to build a structure that will stand up to a lot of pressure in the world, which I expect more and more as we get closer, I think that’s super important.
我确实学到了很多关于结构和激励措施以及我们对董事会的需求的知识。我认为现在发生的这件事在某种意义上是有价值的。我认为这可能不是 OpenAI 最后一个高压力时刻,但这是一个相当高压力的时刻。我的公司差一点就被毁掉了。我们思考了很多我们必须为 AGI 做好的其他事情,但是思考
Lex Fridman (00:06:01)
Do you have a sense of how deep and rigorous the deliberation process by the board was? Can you shine some light on just human dynamics involved in situations like this? Was it just a few conversations and all of a sudden it escalates and why don’t we fire Sam kind of thing?
您是否感受到董事会的审议过程有多深入、有多严谨?您能简单介绍一下在这种情况下人类的动态吗?是不是只是聊了几句,事情突然升级了,我们为什么不解雇萨姆之类的事情呢?
Sam Altman (00:06:22)
I think the board members are well-meaning people on the whole, and I believe that in stressful situations where people feel time pressure or whatever, people understand and make suboptimal decisions. And I think one of the challenges for OpenAI will be we’re going to have to have a board and a team that are good at operating under pressure.
我认为董事会成员总体上都是善意的人,而且我相信,在人们感到时间压力或其他压力的情况下,人们会理解并做出次优的决定。我认为 OpenAI 面临的挑战之一是我们必须拥有一个善于在压力下运作的董事会和团队。
Lex Fridman (00:07:00)
Do you think the board had too much power?
你认为董事会的权力是否太大?
Sam Altman (00:07:03)
I think boards are supposed to have a lot of power, but one of the things that we did see is in most corporate structures, boards are usually answerable to shareholders. Sometimes people have super voting shares or whatever. In this case, and I think one of the things with our structure that we maybe should have thought about more than we did is that the board of a nonprofit has, unless you put other rules in place, quite a lot of power. They don’t really answer to anyone but themselves. And there’s ways in which that’s good, but what we’d really like is for the board of OpenAI to answer to the world as a whole, as much as that’s a practical thing.
我认为董事会应该拥有很大的权力,但我们确实看到的一件事是,在大多数公司结构中,董事会通常对股东负责。有时人们拥有超级投票权股份或其他什么。在这种情况下,我认为我们的结构中我们可能应该比我们考虑更多的事情之一是非营利组织的董事会,除非你把其他
Lex Fridman (00:07:44)
So there’s a new board announced.
所以宣布了一个新的董事会。
Lex Fridman (00:07:46)
Yeah.
Lex Fridman (00:07:47)
There’s I guess a new smaller board at first, and now there’s a new final board?
Lex Fridman (00:07:53)
Not a final board yet. We’ve added some. We’ll add more.
Lex Fridman (00:07:56)
Added some. Okay. What is fixed in the new one that was perhaps broken in the previous one?
Sam Altman (00:08:05)
The old board got smaller over the course of about a year. It was nine and then it went down to six, and then we couldn’t agree on who to add. And the board also I think didn’t have a lot of experienced board members, and a lot of the new board members at OpenAI have just have more experience as board members. I think that’ll help.
Lex Fridman (00:08:31)
It’s been criticized, some of the people that are added to the board. I heard a lot of people criticizing the addition of Larry Summers, for example. What’s the process of selecting the board? What’s involved in that?
Lex Fridman (00:08:43)
So Brett and Larry were decided in the heat of the moment over this very tense weekend, and that weekend was a real rollercoaster. It was a lot of ups and downs. And we were trying to agree on new board members that both the executive team here and the old board members felt would be reasonable. Larry was actually one of their suggestions, the old board members. Brett, I think I had even previous to that weekend suggested, but he was busy and didn’t want to do it, and then we really needed help in [inaudible 00:09:22]. We talked about a lot of other people too, but I felt like if I was going to come back, I needed new board members. I didn’t think I could work with the old board again in the same configuration, although we then decided, and I’m grateful that Adam would stay, but we considered various configurations, decided we wanted to get to a board of three and had to find two new board members over the course of a short period of time.
Lex Fridman (00:09:57)
So those were decided honestly without… You do that on the battlefield. You don’t have time to design a rigorous process then. For new board members since, and new board members we’ll add going forward, we have some criteria that we think are important for the board to have, different expertise that we want the board to have. Unlike hiring an executive where you need them to do one role well, the board needs to do a whole role of governance and thoughtfulness well, and so, one thing that Brett says which I really like is that we want to hire board members in slates, not as individuals one at a time. And thinking about a group of people that will bring nonprofit expertise, expertise at running companies, good legal and governance expertise, that’s what we’ve tried to optimize for.
Lex Fridman (00:10:49)
So is technical savvy important for the individual board members?
Sam Altman (00:10:52)
Not for every board member, but for certainly some you need that. That’s part of what the board needs to do.
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