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口红一哥直播间改卖AI算力:阿里把人工智能变成话费式订阅|附

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时间英文中文
0:00Imagine your favorite beauty influencer on social media.想象一下 你最喜欢的美貌影响者 在社交媒体。
0:03They are doing a makeup video and then suddenly they pause the video to sell you raw他们正在做一个化妆视频, 然后突然他们暂停视频 卖你生
0:08Computer power.计算机动力.
0:09Yeah对
0:10That is a pretty crazy image, right?这是一个相当疯狂的形象,对不对?
0:12But it actually happened recently in China a famous makeup salesman went on a live video stream但最近在中国确实发生了 一个著名的化妆品推销员 上了一个视频直播
0:19You know, he did not sell lipstick他没卖口红
0:21He sold artificial intelligence to everyday shoppers他把人工智能卖给了日常店员
0:24Oh, wow, it is a wild moment, but I mean it really shows a massive shift in the tech world today哦,哇,这是一个疯狂的瞬间,但我的意思是 它真的显示一个巨大的转变 在今天的技术世界
0:29Yeah, exactly tech companies are changing how they sell artificial intelligence.对 技术公司正在改变他们出售人工智能的方式
展开字幕全文(222 条)
序号英文中文
1Imagine your favorite beauty influencer on social media.想象一下 你最喜欢的美貌影响者 在社交媒体。
2They are doing a makeup video and then suddenly they pause the video to sell you raw他们正在做一个化妆视频, 然后突然他们暂停视频 卖你生
3Computer power.计算机动力.
4Yeah对
5That is a pretty crazy image, right?这是一个相当疯狂的形象,对不对?
6But it actually happened recently in China a famous makeup salesman went on a live video stream但最近在中国确实发生了 一个著名的化妆品推销员 上了一个视频直播
7You know, he did not sell lipstick他没卖口红
8He sold artificial intelligence to everyday shoppers他把人工智能卖给了日常店员
9Oh, wow, it is a wild moment, but I mean it really shows a massive shift in the tech world today哦,哇,这是一个疯狂的瞬间,但我的意思是 它真的显示一个巨大的转变 在今天的技术世界
10Yeah, exactly tech companies are changing how they sell artificial intelligence.对 技术公司正在改变他们出售人工智能的方式
11They want to make AI as normal and他们想让人工智能变得正常
12Easy to buy as your monthly phone bill, right?方便买 作为你的每月电话账单,对不对?
13They want it to be totally mainstream他们希望它完全成为主流
14So welcome to our deep dive today欢迎来到今天的深度潜水
15We are looking at an article from the South China Morning Post and I should add a quick fact here我们从《南华早报》上看到一篇文章,
16Alibaba actually owns this newspaper right and Alibaba is the giant tech company behind this new sales strategy阿里巴巴实际上拥有这家报纸 阿里巴巴是这个新销售策略背后的巨型科技公司
17Yes, they are.是的,他们是。
18So our mission today is to understand this huge shift所以我们今天的任务是理解这个巨大的转变
19We want to know what happens when complex tech becomes just a basic household item for you.我们想知道当复杂的技术 成为你的基本家用物品时会发生什么
20Well这个嘛
21It changes everything about consumer habits and this story gives us a perfect example of that change这改变了消费者的习惯 这个故事给我们一个完美的例子
22So let us start with the live video stream itself因此,让我们从现场视频流本身开始
23The man on the screen was Li Jiaqi most people in China know him as the lipstick king屏幕上的那个人是李佳琪 中国大多数人都知道他是口红王
24Right because he built a massive following by selling beauty products online exactly对 因为他在网上卖美容产品 造了一个庞大的追随者
25Millions of people trust his advice数百万人相信他的建议
26They tune in to watch him test makeup and they trust him to recommend good lifestyle brands他们调头看他测试化妆 他们相信他推荐好生活方式品牌
27But you know this event was completely different Lee actually teamed up with a man named Chen Yusen.但是,你知道这个事件是完全不同的李其实和一个叫陈玉森的人合作.
28Right and who's that?对,那是谁?
29Well, Chen is a vice president at Alibaba.陈是阿里巴巴的副总裁
30He is also the CEO of when work that is their AI division他也是他们人工智能部门的首席执行官
31I see so together they hosted a stream on Taobao and t-mall and those are Alibaba's giant我看见他们在一起 在桃宝和T-Mall的溪流 这些都是阿里巴巴的巨型
32Online shopping platforms and they picked a really specific time for this broadcast网上购物平台 他们选择了一个非常具体的时间来进行广播
33They hosted it during the singles day shopping festival, right and singles day is a huge deal单日购物节期间他们主持, 对和单日是一个巨大的交易
34It really is it is the biggest online shopping event in the world这是世界上最大的网上购物活动
35It runs for several weeks in China and ends on November 11th在中国运行了几个星期,11月11日结束
36Yeah shoppers log on looking for big discounts on normal things是啊,购物者登录 寻找大折扣 对于正常的东西
37Exactly, you buy clothes or maybe a winter jacket or a new television, right?没错,你买衣服 或者冬天的夹克 或者新的电视,对不对?
38You go to singles day to buy consumer goods.你去单身日买消费品。
39You certainly do not expect to buy generative AI你当然不会买基因AI
40That is a huge jump.这是一个巨大的跳跃。
41Yeah, and we should probably explain generative AI quickly just for anyone new to the topic是啊,我们也许应该解释 基因AI快速 仅仅针对任何新的话题
42Good again.不错
43So it is smart software that creates new content所以创造新内容的是智能软件
44You give it instructions and it can write text or draw images or even make audio你给它指示,它可以写文字或画图像,甚至制作音频
45Right and usually tech companies sell this software to other businesses右和通常技术公司 出售此软件给其他企业
46Yeah, they sold to computer experts or big offices.是啊,他们卖给了计算机专家或大办公室。
47Exactly.没错
48They rarely market it right next to winter coats and shoes他们很少在冬天的外套和鞋子旁边推销
49But Li and Chen did they sold it directly to the mass market and the crowd但李和陈是直接卖给大众市场和群众的
50Absolutely loved it.绝对喜欢
51They really did they sold nearly他们真的卖了差不多
52100,000 monthly AI packages in just 30 minutes.30分钟内每月10万个AI包.
53That speed is just incredible这速度太不可思议了
54I mean that is over 3,000 packages every minute, but wait, why use a beauty influencer to sell this software?我是说每分钟有超过3000个包裹, 但是,等等,为什么用一个美容影响器来出售这个软件?
55Well, because the tech giants want to reach regular consumers.因为技术巨头想联系普通消费者
56They need everyday people to buy AI.他们每天都需要人来买AI
57Oh, I get it哦,我明白这话
58So when the lipstick King sells a product it feels normal to people exactly.所以,当口红王卖产品时,人们会觉得很正常。
59It feels like a mainstream item感觉像一个主流项目
60It proves that AI is leaving the research labs is finally entering the everyday digital mall.证明AI即将离开研究实验室 最终进入每日数字商场.
61That makes a lot of sense这很有道理
62So if they are selling AI to everyday shoppers, we really need to look at the product itself, right?所以如果他们把AI卖给日常店员, 我们真的需要看看产品本身,对不对?
63What exactly did people buy during this video stream?人们在这段视频流里到底买了什么?
64Well, the platforms were selling AI tokens嗯,平台卖AI的标志
65Yes, and our source gives a very clear definition of that是的,我们的消息来源给出了一个非常明确的定义
66It says a token is a basic unit used to process data and text它说一个符号是用来处理数据和文字的基本单位
67So to put that in plain English think of a token as a tiny building block of language, right?所以用简单的英语来形容一个符号 是语言的一个小构件 对吧?
68Every time the AI reads a word it processes one or more of these blocks每次AI读到一个单词,它都会处理其中一个或多个块
69And when the AI writes a whole sentence for you, it uses even more blocks当人工智能为你写了一整句时 它会用更多的街区
70So every single task costs a certain amount of tokens所以每个任务都要花一定的代币
71You know Chen Yu Sun shared a really brilliant analogy during the broadcast to explain this.你知道陈羽孙在广播中分享了一个非常辉煌的类比来解释这一点.
72Oh, what did he say?他说什么?
73He told the viewers to think about everyday machines like cars need fuel to drive down the street, right?他告诉观众要考虑日常的机器,比如汽车需要燃料才能开到街上,对吗?
74Gas for the car?给车加油?
75Yes, and your home appliances need electricity to turn on so in the exact same way AI needs tokens是的,你的家用电器需要电力才能打开 所以同样地,AI需要代币
76Yeah, tokens are literally the fuel that makes artificial intelligence run wait, so people are aren't buying a finished product对 信物就是让人工智能运行的燃料 所以人们不会买成品
77They are just buying the gas for the car.他们只是买汽油买车。
78Yes, exactly没错
79But how does a normal person even use two trillion tokens?但是,一个正常人如何甚至使用两个万亿的符号?
80Because the shoppers bought two trillion tokens in just half an hour因为店主在半小时内就买了两万亿金币
81I know two trillion is an enormous number我知道两万亿是一个巨大的数字
82But it clearly shows how much interest regular people have in this technology, right?但是它清楚地表明了普通人对这一技术有多感兴趣,对吧?
83They're just eager to try it and the shopping platforms are actually changing to support this new demand他们只是热衷于尝试 而购物平台实际上正在改变 以支持这个新需求
84Yes, team all made a huge update是的,团队都做了一个巨大的更新
85They turned AI tokens into a brand new standalone shopping category他们把AI的标志变成了全新的独立购物类
86It's those shoppers can now add computing credits to their digital carts right next to their groceries.店主们现在可以把计算学分加到 他们的数码货车旁边
87Exactly.没错
88Okay还好
89This is the core strategy of these tech companies这是这些技术公司的核心策略
90They are trying to turn AI into a daily utility a daily utility他们试图把人工智能变成日常的功能
91Like a basic service you need every day like water or electricity, right?像基本服务一样,你每天需要 像水或电,对不对?
92You pay for it every month think about the water in your house你每个月都要付钱 想想家里的水
93Okay, you do not worry about how the underground pipes work好吧,你不用担心 地下管道是如何工作的
94You just turn on the kitchen tap and water flows out, right?你打开厨房的水龙头 水流出来,对不对?
95You pay the bill because you just need the water to live exactly and they want us to treat AI the exact same way你付帐单是因为你只需要水才能生活 他们希望我们以同样的方式对待AI
96They want us to use it for daily tasks without thinking about the complex computer code behind it他们要我们用它做日常工作 而不考虑背后复杂的电脑密码
97So we just need to keep topping up our token balance like adding data to a cell phone plan所以,我们只需要继续填补 我们的象征平衡, 像在手机计划中添加数据
98Yes, they want to remove all the technical confusion.是的,他们想要消除所有的技术混乱。
99You just buy the tokens and let the machine work你只要买下纪念品 让机器工作
100Well, this brings up a very logical question if these tokens are just the digital fuel这引起了一个非常合理的问题 如果这些符号只是数字燃料
101What kind of cars are the shoppers driving?店员开的是什么样的车?
102Right?对吧?
103What are people actually plugging these tokens into?是什么人真正 插入这些符号?
104Yeah, what is the machine?是啊,什么是机器吗?
105That is where the live stream got very practical Lee and Chen did not just talk about numbers and tokens现场的李和陈不是说数字和符号的
106What else did they do?他们还做了什么?
107They showed viewers exactly how to use this fuel.他们向观众展示了如何使用这种燃料。
108They introduced products called AI agents他们推出名为AI代理的产品
109Okay, let us explain what an AI agent is an AI agent is a smart software assistant that works completely on its own好吧,让我们解释什么是AI代理 AI代理是一个智能软件助理 完全靠自己工作
110Right.对
111It is not like a basic search engine that just gives you website links它不像一个基本的搜索引擎 仅仅给你网站链接
112Yeah, a search engine makes you do the reading but an agent actually completes a full job for you是啊,一个搜索引擎让你做读取,但一个代理 完成你的全部工作
113For example, you can tell an AI agent to plan your entire family vacation.例如,你可以告诉人工智能特工 计划你整个家庭假期。
114Oh, wow, really?哦,哇,是吗?
115Yes, or you can ask it to draft all your work emails是的,或者你可以请它 起草你的所有工作电子邮件
116You can even tell it to build a full slide presentation for a business meeting你甚至可以告诉它为商务会议制作完整的幻灯片演示文稿
117So you just set the goal and the agent does all the hard work exactly所以,你只是设定目标 和经纪人做所有艰苦的工作 正是
118But to do that hard work the agent needs the fuel right the tokens但为了努力工作 毒剂需要燃料
119Every time the agent writes a paragraph or searches for a flight it burns some of your tokens每次代理写段落或寻找飞行时 都会烧掉你的一些信物
120yes, the software needs a constant supply of energy and是的,软件需要不断提供能量
121It is not just software agents Lee also sold physical hardware on the stream不只是软件代理李在流上还卖了物理硬件
122He sold actual machines you can touch yes, he sold laptops with AI technology already built inside them他卖真的机器,你可以触摸 是的,他卖笔记本电脑 和AI技术 已经建在里面
123He sold smart voice recorders.他卖的是智能录音机
124Oh, well, he even sold small desktop robots designed for homes and offices哦,他甚至卖了小型桌面机器人 设计为家庭和办公室
125So the agents of the robots are the cars and the tokens we just talked about are the gas所以机器人的特工是汽车 我们刚刚谈论的标志是气体
126Exactly that shows their full vision you buy the laptop or the little robot正是这显示了他们的全景 你买的笔记本电脑或小机器人
127But the car sits empty without gas但车空空如也
128Right, you have to keep buying tokens every month to make the laptop do your homework or write your emails对,你每个月都要买信物 让笔记本电脑做功课或写邮件
129It creates an endless cycle.它创造了无尽的循环.
130You buy the device once but you buy the fuel forever你买过这个装置,但永远买不到燃料
131And this business model is so attractive that many other companies are rushing in to do it这种商业模式非常吸引人 以至于其他许多公司都急着去做
132Oh, absolutely.当然
133The source mentions several major Chinese AI developers.来源提及中国几个主要AI开发商.
134They are all opening digital stores on this new token market他们都在这个新商品市场上开数字商店
135Yeah, we are seeing huge companies join the platform companies like Alibaba cloud是的,我们看到大公司加入平台公司 像阿里巴巴云
136Z点AI
137Moonshot AI and deep seek right they are all selling their own digital fuel and another big company called mini max opened a massive他们都卖自己的数字燃料 另一家叫迷你最大公司 开了个大型公司
138Flagship store on t-mall just last October.去年十月在T -Mall的旗舰商店。
139So they are all racing against each other所以他们都互相竞争
140They want to be the main brand you choose exactly when you need to refill your AI tokens他们想成为你选择的主要品牌 当你需要重新填充你的AI标志
141They want you to click on their specific store他们要你点击他们的商店
142You know, it feels just like picking a mobile phone provider once you choose a company for your cell service你知道,这感觉就像选择一个手机供应商 当你选择一个公司为你的手机服务
143You usually stay with them for years, right?你通常和他们在一起几年,对吧?
144You set up an automatic payment and just forget about it你设了自动付款,忘了吧
145These tech giants want that exact same customer loyalty for AI这些科技巨头想让AI对客户的忠诚 完全一样
146Because they know that switching brands takes effort if you learn how to use one company's AI agent因为他们知道,转换品牌需要努力 如果你学会如何使用一个公司的AI代理
147You will probably just keep buying their tokens.你可能会继续买他们的纪念品
148Yes, exactly没错
149Okay, so we clearly understand the fuel in the cars now好吧,所以我们明白 汽车中的燃料现在
150But we really need to look at the massive scale of this strategy, right?但我们真的需要看看这个战略的规模,对不对?
151We need to talk about the crazy prices they offer during the stream我们需要谈谈他们在溪流期间的疯狂价格
152Is a big part of the plan the pricing strategy is probably the most aggressive detail in this entire story定价策略是计划的一大部分 可能是这整个故事中最激进的细节
153Let's look at the numbers.让我们看看数字。
154Okay, the normal subscription price for the Quinn work service is 28 you want that equals about four US dollars好吧 Quinn工作服务正常的订价是28元 你要的是4美元左右
155Right and honestly four dollars is already a pretty low price for a digital tool老实说,四块钱已经是数字工具的低价了
156Yeah, four dollars is a standard cheap price for many online services是啊,四块钱是很多在线服务的标准便宜价格
157But they did not ask for four dollars on the live stream today.但他们今天没有要求 4美元在直播溪流。
158No, they did not不,他们没有
159They dropped the price down to他们跌价了
1600.010.01 (简体中文).
161Yuan that is basically a single penny a drop from 28 yuan to one penny is insane元,基本上一分钱,从二十八元跌到一分是疯了
162It really is.没错
163I mean they are practically giving the processing power away for free我的意思是,他们实际上 给处理电 免费
164They aren't trying to make money right now, are they?他们现在不是想赚钱吧?
165No, they are definitely losing money on every single package不,他们肯定每个包裹都要输钱
166They sell at that price but making money today is not the point, right?他们卖的价钱,但今天赚钱不是重点,对吧?
167Because tech giants have spent billions of dollars building these complex AI systems因为科技巨头花了数十亿美元 建造这些复杂的AI系统
168They bought giant warehouses full of computers.他们买了满是电脑的大型仓库
169Yeah, and they hired the smartest engineers in the world是啊,他们雇用了世界上最聪明的工程师
170They have to make that huge investment back eventually so to make that money back later.最终他们必须把巨额投资还回去 这样以后才能把钱还回去。
171They need incredible volume right now他们现在需要惊人的体积
172They need a massive number of daily users他们需要大量日常用户
173Exactly, and they already have an amazing head start in China.没错,他们已经有一个惊人的开始 在中国。
174Our source provides a staggering statistic about this我们的消息来源对此提供了惊人的统计
175Yes in the first half of this year China had more than 700 million generative AI users是的,今年上半年,中国有7亿多个基因AI用户
176700 million users it's hard to even picture a crowd that large7亿用户很难想象这么多人
177I know according to the China Internet Network Information Center据中国互联网网络信息中心称,我知道
178That number is more than half of the entire population of China Wow这个数字占中国总人口的一半以上
179Yeah, over half the country is already testing this technology in some way对,全国有一半的人已经在测试这个技术了
180So the tech companies want to take those casual users and turn them into dependent customers, right?所以科技公司想把这些临时用户 变成依赖客户,对吧?
181And that is exactly why they drop the price to a penny on single-stay这正是为什么他们把价格降低到 一分钱的单停留
182They use the biggest shopping day of the year to remove every single barrier他们用一年中最大的购物日来清除每一个障碍
183If a powerful software assistant only costs a penny anyone can try it out, right?如果一个强大的软件助理只花费一分钱 任何人都可以试试,对不对?
184There is zero risk for the shopper and once you try it you start relying on it冲锋机没有风险 一旦你尝试了 你就开始依赖它
185Yeah, you use the AI to write your daily reports at work.是的,你用人工智能写你的日常工作报告。
186You use it to organize your family grocery list你用它来整理你的家庭杂货单
187Exactly, it slowly becomes a daily habit and once that habit is formed the price will certainly not stay at one penny没错,它慢慢变成日常习惯 一旦习惯形成 价格肯定不会维持一分钱
188Oh, definitely not the companies will slowly raise the price back up to normal肯定不是公司会慢慢把价格回升到正常水平
189But people will keep paying it because they cannot imagine working without their AI assistant anymore, right?但人们会继续支付,因为他们无法想象 没有他们的AI助手再工作,对不对?
190They'll need their digital fuel just like they need the lights on in their house他们需要数字燃料 就像家里的灯光一样
191It is a classic business strategy这是典型的商业策略
192You take a loss on the first sale to win a customer for life你输了第一次卖 赢得一个客户终身
193And when the product is as useful as AI the strategy works perfectly it really does当产品和AI一样有用时 策略就完美无缺了
194You know this whole event tells a much larger story你知道这整个事件 讲述了一个更大的故事
195It's not just a fun news item about a makeup salesman trying a new trick on camera不只是一个有趣的新闻 关于化妆品推销员在镜头上尝试新把戏
196No, not at all.不,一点也不。
197It represents a fundamental shift in how society interacts with technology它代表着社会如何与技术互动的根本转变
198Highly complex computer power is being packaged like a common box of cereal电脑电源非常复杂 就像普通的麦片盒
199You go online you buy your soap you buy some shoes and you add a package of AI tokens to your cart, right?你上网买肥皂 买几双鞋 在你的车里加一包AI的标志,对吧?
200It moves artificial intelligence completely out of the tech world.它使人工智能完全脱离了技术世界.
201It places it right next to your everyday groceries放在你日常杂货店旁边
202It makes the technology feel entirely normal and safe它使技术感觉完全正常和安全
203Exactly.没错
204We started with a crazy image of a lipstick seller pitching computer power我们从一个疯狂的形象开始 一个口红卖家 投射计算机动力
205But now we see it is a brilliant strategy.但现在我们看到这是一个辉煌的策略。
206It is they are changing consumer habits on a massive scale他们正在大规模改变消费者的习惯
207they are turning a luxury tech product into an everyday necessity and他们把奢侈的技术产品变成日常必需品,
208As this technology becomes a normal utility in our homes.随着这种技术成为我们家中的正常用途.
209It leaves us with a very important question这给我们留下了一个非常重要的问题
210I want to offer a final thought for you to explore on your own我想给你一个最后的想法 让你自己去探索
211Please what should we be thinking about?我们该考虑什么?
212Well, if buying artificial intelligence becomes as boring and necessary as paying your water bill, how will that change things?那么,如果购买人工智能变得像支付水费一样无聊和必要,那会怎样改变事情呢?
213Think about the way you value your own time and your own skills想想你珍惜自己时间和技能的方式
214If a digital agent does your writing your daily planning and your basic tasks如果数字代理完成你的日常规划和基本任务
215What will you use your own human energy for?你用自己的能量来做什么?
216Oh, wow哦,哇哟
217That is a deep and profound question to walk away with这是一个深奥而深刻的问题,可以放弃
218What does it mean to be productive when the machine does all the heavy lifting?当机器进行所有的举重时,它意味着什么?
219Exactly, it is something we all need to consider没错,我们都需要考虑
220Well, thank you for exploring this fascinating shift with us today谢谢你今天和我们一起探索这个迷人的转变
221Keep looking for those unexpected connections in the news and we will catch you on the next deep dive继续寻找新闻中出乎意料的连接 我们会在下一次深潜时抓到你
222you老师
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