双11满18岁：购物车里装满看不见的AI算力｜附文稿
字幕摘录
| 时间 | 英文 | 中文 |
|---|---|---|
| 0:00 | What if I told you a secret about the biggest shopping festival on Earth? | 如果我告诉你一个秘密 关于地球上最大的购物节? |
| 0:04 | Oh, this is a good one. | 哦,这是一个很好的。 |
| 0:05 | Right. | 对 |
| 0:05 | So, um, millions of people were not rushing to buy smartphones this year. | 因此,嗯,数百万人 今年没有急于购买智能手机。 |
| 0:09 | Yeah, or winter coats or shoes. | 是啊,或者冬天的外套或鞋子。 |
| 0:10 | Exactly. | 没错 |
| 0:11 | Instead, they were loading up their digital carts with, well, pure, invisible brain power. | 相反,他们正在装上他们的 数字车,嗯,纯净,无形的大脑动力。 |
| 0:18 | It is truly a massive shift. | 这确实是一个巨大的转变。 |
| 0:20 | I mean, the items we consider normal are changing right before our eyes. | 我的意思是,我们认为正常的项目 正在我们眼前改变。 |
| 0:23 | They really are. | 他们真的是。 |
展开字幕全文（461 条）
| 序号 | 英文 | 中文 |
|---|---|---|
| 1 | What if I told you a secret about the biggest shopping festival on Earth? | 如果我告诉你一个秘密 关于地球上最大的购物节? |
| 2 | Oh, this is a good one. | 哦,这是一个很好的。 |
| 3 | Right. | 对 |
| 4 | So, um, millions of people were not rushing to buy smartphones this year. | 因此,嗯,数百万人 今年没有急于购买智能手机。 |
| 5 | Yeah, or winter coats or shoes. | 是啊,或者冬天的外套或鞋子。 |
| 6 | Exactly. | 没错 |
| 7 | Instead, they were loading up their digital carts with, well, pure, invisible brain power. | 相反,他们正在装上他们的 数字车,嗯,纯净,无形的大脑动力。 |
| 8 | It is truly a massive shift. | 这确实是一个巨大的转变。 |
| 9 | I mean, the items we consider normal are changing right before our eyes. | 我的意思是,我们认为正常的项目 正在我们眼前改变。 |
| 10 | They really are. | 他们真的是。 |
| 11 | Welcome to our deep dive. | 欢迎来到我们的深潜。 |
| 12 | Today, we are looking at China's Singles Day. | 今天,我们正在看中国的单身节。 |
| 13 | Which you probably know as the largest online shopping event in the world. | 你可能知道这是世界上最大的网上购物活动 |
| 14 | Yeah, people also call it Double Eleven, and this year is its 18th anniversary. | 是啊,人们也称之为双11, 今年是它的18周年。 |
| 15 | Eighteen years. | 十八岁. |
| 16 | Eighteen. | 十八岁. |
| 17 | That is a long time. | 这是很长一段时间。 |
| 18 | It is. | 没错 |
| 19 | We are working from a really fascinating article from the South China Morning Post. | 我们的工作来自《南华早报》的一篇非常迷人的文章。 |
| 20 | It was published on November 10th, 2026. | 于2026年11月10日发表. |
| 21 | A great source. | 一个伟大的来源。 |
| 22 | Our goal today is to explore how a slowing economy changes human behavior. | 我们今天的目标是探索经济放缓如何改变人类的行为。 |
| 23 | And we will uncover why ordinary people are suddenly buying artificial intelligence on sale. | 我们会发现为什么普通人 突然购买人工智能出售。 |
| 24 | I mean, it sounds crazy, but it makes perfect sense when you look at the data. | 我的意思是,这听起来很疯狂, 但是当你看数据时,这是非常合理的。 |
| 25 | So 18 years is a very long time for a digital event. | 因此,18年是一个非常长的时间 一个数字事件。 |
| 26 | 我的意思是,Singles Day开始于2009年. | |
| 27 | Right. | 对 |
| 28 | And back then, it was just a wild 24-hour flash sale. | 当时,它只是一个疯狂的24小时闪付。 |
| 29 | Just one day. | 就一天时间 |
| 30 | Oh, we shopping platforms across China to boost online shopping. | 哦,我们在中国各地购物平台 来推动网上购物。 |
| 31 | You know? | 你知道吗? |
| 32 | Exactly. | 没错 |
| 33 | But now it is a marathon. | 但现在是马拉松 |
| 34 | It lasts an entire month. | 它持续了一个月。 |
| 35 | Okay, let's unpack this. | 好吧,让我们打开这个。 |
| 36 | Okay. | 摆 |
| 37 | If the economy is slowing down, my first assumption is simple. | 如果经济放缓 我的第一个假设很简单 |
| 38 | Which is? | 什么情况? |
| 39 | Well, I assume a massive month-long shopping festival would be a total disaster for sellers. | 我想一个大型的购物节 对卖家来说是一场灾难 |
| 40 | That is a fair guess. | 猜对了 |
| 41 | Right. | 对 |
| 42 | People have less money, so they stop buying. | 人财少,故止买. |
| 43 | Yeah, but instead of giving up, the shopping platforms change their entire psychological approach. | 但是购物平台并没有放弃 反而改变了他们的心理方式 |
| 44 | They really had to, didn't they? | 他们真的必须这么做 不是吗? |
| 45 | They did. | 没错 |
| 46 | The market forced their hand. | 市场迫使他们的手。 |
| 47 | Consumers are feeling the pinch of a slower economy. | 消费者感到经济放缓。 |
| 48 | Because of this, people are being extremely careful with their cash. | 因为这样,人们对自己的现金非常小心. |
| 49 | Very careful. | 小心点 |
| 50 | And the platforms realized their old tricks were completely failing. | 而平台意识到自己的老把戏完全失败了. |
| 51 | The biggest trick was something called coupon math. | 最大的把戏是所谓的优惠数学 |
| 52 | Oh, coupon math. | 哦,优惠数学。 |
| 53 | Everyone hated that. | 大家都讨厌这样 |
| 54 | Let me explain how this used to work. | 让我解释一下这过去是如何运作的。 |
| 55 | You would get a coupon from a specific store. | 你会得到一个优惠券 从特定的商店。 |
| 56 | Right, like a clothing store. | 对,就像服装店 |
| 57 | Yeah. | 对 |
| 58 | And then you would find another coupon from the main platform. | 然后你会从主平台找到另一个优惠券。 |
| 59 | And you had to do serious math to combine them. | 你不得不认真的数学来结合它们。 |
| 60 | It was exhausting. | 感觉很累 |
| 61 | Shoppers had to plan their purchases for hours. | 店主不得不计划 购买几个小时。 |
| 62 | I read that people created spreadsheets just to figure out the final price. | 我读到,人们创建电子表格只是为了确定最终价格。 |
| 63 | Spreadsheets. | 电子表格。 |
| 64 | Just to buy some shoes. | 只是买几双鞋 |
| 65 | But wait, I thought shopping platforms actually loved coupon math? | 但等一下,我以为购物平台 真正喜欢的券数学? |
| 66 | Well, they used to. | 他们以前是 |
| 67 | Because complexity is usually how stores hide lower discounts, right? | 因为复杂性通常是商店如何隐藏较低的折扣,对吧? |
| 68 | It protects their profits. | 它保护他们的利润。 |
| 69 | Exactly. | 没错 |
| 70 | So why would big platforms like Tmall and JD.com just give that up? | 为什么像Tmall和JD.com这样的大平台会放弃呢? |
| 71 | They completely threw those complex coupons away this year. | 他们今年把那些复杂的优惠券完全扔掉了。 |
| 72 | They gave it up out of pure desperation. | 他们出于纯粹的绝望放弃了 |
| 73 | Desperation. | 欲灭. |
| 74 | Yeah. | 对 |
| 75 | An expert named Guo Tao points out a harsh reality in the article. | 一位叫郭涛的专家指出文章中的严酷现实. |
| 76 | The online shopping market in China is completely full. | 中国网上购物市场全面满载. |
| 77 | Oh, I see. | 原来如此 |
| 78 | It is saturated. | 它是饱和的。 |
| 79 | Right. | 对 |
| 80 | These big platforms cannot easily find new buyers anymore. | 这些大型平台无法轻易找到新的买家。 |
| 81 | Almost everyone is already shopping online. | 几乎每个人都在网上购物。 |
| 82 | So the goal is no longer finding new people. | 所以目标不再是寻找新人。 |
| 83 | No. | 没有 |
| 84 | The new goal is just keeping the shoppers you already have. | 新的目标只是留住你已经买过的人 |
| 85 | And that changes the entire strategy. | 这改变了整个策略。 |
| 86 | When a market is full, you must fight hard for loyalty. | 当市场满了,你必须努力争取忠诚。 |
| 87 | Because if your sale is confusing and stressful, the shopper will simply leave. | 因为如果你的销售是混乱和紧张的, shopper会只是离开。 |
| 88 | Exactly. | 没错 |
| 89 | They will go to a rival website with one single click. | 他们只点击一次就到竞争对手的网站。 |
| 90 | So clear and honest discounts keep people from leaving. | 如此明晰而诚实的折扣使人们无法离开. |
| 91 | That makes total sense. | 这是完全合理的。 |
| 92 | Yeah. | 对 |
| 93 | They replace the math with direct price drops. | 他们用直接的价格下跌来代替数学. |
| 94 | It is simple and easy. | 简洁易行。 |
| 95 | It is like walking into a store and seeing a simple 50% off sign. | 这就像走进商店 看到一个简单的50%关闭的标志。 |
| 96 | Much better. | 感觉好多了 |
| 97 | This is much better than a sign that says, you know, | 这比标语要好得多 |
| 98 | buy three, get a discount on the fourth, but only on Tuesdays. | 买三,在第四,但只在星期二。 |
| 99 | Totally. | 当然 |
| 100 | Take Sunny He from Shanghai, for example. | 以上海的贺善尼为例. |
| 101 | Right. | 对 |
| 102 | The article mentioned him. | 文章提到他. |
| 103 | He is 32 years old. | 他32岁了 |
| 104 | And his extra spending money is very tight this year. | 他今年的额外开支很紧 |
| 105 | So he did not buy random things. | 所以他没有买随机的东西。 |
| 106 | No. | 没有 |
| 107 | He was highly selective. | 他很有选择 |
| 108 | He focused on a single, expensive item. | 他专注于一个单一的,昂贵的项目. |
| 109 | iPhone 18 Pro Max. (英语). | |
| 110 | Yes. | 对 |
| 111 | The phone cost 12,000 yuan. | 电话费12000元人民币. |
| 112 | He used a simple 300 yuan voucher to get a direct discount on Tmall. | 他使用简单的300元人民币券直接获得Tmall的折扣. |
| 113 | Just one simple voucher? | 就一张简单的券? |
| 114 | Right. | 对 |
| 115 | He said he only uses the sale for things he desperately wants, | 他说他只用卖掉他渴望的东西 |
| 116 | but refuses to buy at full price. | 但拒绝全价购买. |
| 117 | Sunny's story represents a huge shift. | 桑尼的故事代表了巨大的转变. |
| 118 | We also see this with Michelle Fung from Suzhou. | 我们还看到苏州米雪峰 |
| 119 | What did she buy? | 她买了什么? |
| 120 | She bought clothes and some kitchen tools. | 她买了衣服和厨房工具 |
| 121 | She spent a bit over 1,000 yuan. | 她花了1千多块钱 |
| 122 | Okay. | 摆 |
| 123 | So more everyday items. | 所以更多的日常物品。 |
| 124 | Yeah. | 对 |
| 125 | But her main takeaway was the relief she felt. | 但她的主要外卖是她感受到的解脱. |
| 126 | She loved the simple price drops. | 她喜欢简单的价格下跌。 |
| 127 | She did not have to worry about calculating cross-store discounts. | 她不必担心交叉商店折扣的计算。 |
| 128 | Exactly. | 没错 |
| 129 | She saw the lower price and she clicked buy. | 她看到较低的价格,她点击购买。 |
| 130 | Simple. | 简单 |
| 131 | Very simple. | 非常简单。 |
| 132 | But there is another angle here. | 但这里还有一个角度。 |
| 133 | Simple discounts do not just help the shoppers. | 简单的折扣并不只是帮助店主。 |
| 134 | They also solve a massive problem for the sellers. | 也解决了卖家的一大问题. |
| 135 | Because the old complex system was actually destroying the merchants, right? | 因为旧的复杂系统实际上正在摧毁商人们,对吧? |
| 136 | It was. | 没错 |
| 137 | It created a weak point. | 它造成了一个弱点。 |
| 138 | Shoppers are smart. | 店员很聪明 |
| 139 | They found a way to cheat the confusing system. | 他们找到了一种欺骗混乱系统的方法. |
| 140 | Oh, the cart trick. | 哦,那车的把戏。 |
| 141 | Yes, the cart trick. | 是的,那车的把戏。 |
| 142 | It sounds like a nightmare for the stores. | 听起来像是商店的噩梦 |
| 143 | Let us break down the mechanics of this trick. | 让我们打破这种诡计的机械。 |
| 144 | Imagine a website rule that says spend $500 and get $100 off. | 想象一下一个网站规则说花费500美元和得到100美元off. |
| 145 | Okay. | 摆 |
| 146 | Sounds good. | 听起来不错 |
| 147 | But let us say I only want a new phone and the phone costs $400. | 但是,让我们说,我只想要一个新的电话,电话花费400美元。 |
| 148 | So you are short by $100. | 你少了100块 |
| 149 | You cannot get the discount. | 你不能得到折扣。 |
| 150 | Right. | 对 |
| 151 | So under the old rules, I would just add $100 of extra items to my digital cart. | 因此,根据旧规则,我将只增加100美元的额外项目在我的数字推车。 |
| 152 | Like what? | 比如说? |
| 153 | Maybe some really expensive designer socks. | 也许一些非常昂贵的设计师袜子。 |
| 154 | Okay. | 摆 |
| 155 | Now my total hits $500. | 现在总投资500美元。 |
| 156 | The platform unlocks the huge discount and I pay for the entire cart. | 月台打开了巨大的折扣 我付了整个车的钱 |
| 157 | And here is where the cart trick happens. | 这里就是车伎俩发生的地方。 |
| 158 | Exactly. | 没错 |
| 159 | And it is almost like a hostage negotiation. | 简直就像人质谈判 |
| 160 | A hostage negotiation? | 人质谈判? |
| 161 | Yeah. | 对 |
| 162 | I capture those expensive socks to meet the ransom price of $500. | 我抓住这些昂贵的袜子 以支付赎金500美元。 |
| 163 | Right. | 对 |
| 164 | The second the discount is secured, I release the hostages. | 一旦打折成功,我就释放人质 |
| 165 | I simply go into my account and cancel the socks. | 我只是进入我的账户 取消袜子。 |
| 166 | Wow. | 珃 |
| 167 | And I keep the phone with the huge discount. | 我保留电话 与巨大的折扣。 |
| 168 | The shoppers trick the rules perfectly. | 店主们把规则骗了 |
| 169 | But think about what happens behind the scenes. | 但是想想幕后会发生什么事 |
| 170 | Right. | 对 |
| 171 | For the sellers. | 为卖者. |
| 172 | When millions of people do this, | 当数百万人这样做, |
| 173 | it causes utter chaos for the merchants. | 给商人带来混乱 |
| 174 | How so? | 为什么? |
| 175 | Does it ruin their computer systems? | 它会破坏他们的电脑系统吗? |
| 176 | It ruins their inventory data and their shipping plans. | 这破坏了他们的库存数据和航运计划。 |
| 177 | Oh, because they think the item is sold. | 哦,因为他们认为 物品是出售的。 |
| 178 | Exactly. | 没错 |
| 179 | The systems think the expensive socks are sold. | 系统认为昂贵的袜子是出售的. |
| 180 | The warehouse workers might even start packing them in a box. | 仓库工人甚至可能开始把他们装进箱子里 |
| 181 | Oh, wow. | 哦,哇呜。 |
| 182 | And then the order is suddenly canceled. | 然后订单突然取消. |
| 183 | Yes. | 对 |
| 184 | So the seller loses money on the discount and they waste time processing fake orders. | 所以卖家在折扣上输钱,浪费时间处理假订单. |
| 185 | That is terrible for business. | 这对生意来说是可怕的。 |
| 186 | It is. | 没错 |
| 187 | But the new direct discounts stop this trick completely. | 但新的直接折扣完全停止了这种诡计. |
| 188 | Because there are no spending targets to reach anymore. | 因为再也没有支出目标可以达到。 |
| 189 | Right. | 对 |
| 190 | The price is simply lower from the start. | 价格从一开始就更低。 |
| 191 | This helps the merchants finally relax. | 这有助于商人们最终放松. |
| 192 | When they get real data. | 当他们得到真正的数据。 |
| 193 | When a shopper puts an item in the cart now, they actually intend to keep it. | 当一个猛禽把一个东西 现在在推车, 他们实际上打算保留它。 |
| 194 | So what does this all mean? | 这是什么意思? |
| 195 | We know shoppers are careful and the rules changed. | 我们知道店主很小心 规则也变了 |
| 196 | But did these simple rules actually make people spend more money? | 但是这些简单的规则真的让人们花更多的钱吗? |
| 197 | The early data gives us a very clear answer. | 早期的数据给了我们一个非常明确的答案。 |
| 198 | Yes, the strategy worked to create massive early momentum. | 是的,该战略努力创造出大规模的早期势头。 |
| 199 | Okay. | 摆 |
| 200 | The event started in late October. | 活动于10月下旬开始。 |
| 201 | By October 31, total sales had already reached 1.02 trillion yuan. | 截至10月31日,总销售额已达1.02万亿人民币. |
| 202 | Over 1 trillion yuan before November even started. | 11月前超过1万亿人民币甚至开始. |
| 203 | That is staggering. | 这是惊人的。 |
| 204 | It really is. | 没错 |
| 205 | The article notes this is up 2.4% from the same period last year. | 该条指出,这比去年同期增加了2.4%。 |
| 206 | So sales actually grew despite the slow economy. | 因此,尽管经济缓慢,销售量实际上还是增加了。 |
| 207 | Yes. | 对 |
| 208 | Now the report uses a specific business term here. | 现在报告在这里使用一个特定的商业术语. |
| 209 | Uses the term GMV. | 使用GMV一词. |
| 210 | Let us break that term down for our listener. | 让我们为我们的听众打破这个词。 |
| 211 | Good idea. | 不错 |
| 212 | It sounds like financial jargon, but it is actually simple. | 这听起来像金融术语, 但实际上很简单。 |
| 213 | Gross merchandise volume. | 商品总量。 |
| 214 | Right. | 对 |
| 215 | GMV. | GMV. (原始内容存档于2018-09-21). |
| 216 | It just means the total sticker price of everything in the checkout cart. | 它只是表示总的贴纸价格 所有在退货车。 |
| 217 | If you tally up every item sold across the platform, that total value is your GMV. | 如果你把平台上出售的每件东西都统计下来, 总价值就是你的GMV. |
| 218 | That is a great simple way to put it. | 这是一个非常简单的说法。 |
| 219 | And Alibaba's platforms Taobao and Tmall claim the largest share of this massive GMV. | 而阿里巴巴的平台Taobao和Tmall则宣称拥有这个庞大的GMV的最大份额. |
| 220 | So they sold the most goods. | 他们卖的商品最多 |
| 221 | They did. | 没错 |
| 222 | But they were not alone. | 但他们并不孤单。 |
| 223 | JD.com, Douyin, Pinduoduo, and Quaishou all followed closely behind. | JD.com,杜依仁,平杜多杜,和奎绍都紧跟在后面. |
| 224 | The entire digital shopping world saw growth. | 整个数字购物世界出现了增长。 |
| 225 | Yeah. | 对 |
| 226 | However, there was a hidden factor that pushed people to spend. | 然而,有一个隐藏的因素促使人们花钱。 |
| 227 | What was that? | 你说什么? |
| 228 | The local governments actually stepped in to help. | 地方政府实际上介入帮助。 |
| 229 | Oh, this is a fascinating twist. | 哦,这是一个迷人的曲折。 |
| 230 | Local governments issued digital vouchers directly to the citizens. | 地方政府直接向市民发放数字券. |
| 231 | Yes. | 对 |
| 232 | These were special digital coupons to encourage spending. | 这些是鼓励支出的特别数字券。 |
| 233 | Michelle Feng, the shopper from Suzhou, she used one of these government vouchers. | 从苏州来的飞船Michelle Feng 她用了其中一张政府券 |
| 234 | She did. | 没错 |
| 235 | It saved her an extra 10% on her orders. | 这为她节省了10%的额外订单。 |
| 236 | She mentioned this was incredibly helpful because of the stock market. | 她提到,由于股票市场的原因,这很有帮助。 |
| 237 | Right. | 对 |
| 238 | The stock markets have been very unpredictable lately. | 最近股票市场非常不可预测。 |
| 239 | The prices go up and down sharply. | 价格急剧上涨和下跌。 |
| 240 | This made her worry about her personal wealth. | 这让她担心她的个人财富. |
| 241 | We call this the wealth effect. | 我们称之为财富效应。 |
| 242 | What does that mean exactly? | 这到底是什么意思? |
| 243 | Well, when people see their investments drop, they feel poorer today. | 当人们看到投资下降, 他们觉得今天更穷。 |
| 244 | Even if they haven't lost their job. | 即使他们还没有失业 |
| 245 | Exactly. | 没错 |
| 246 | It does not matter if their monthly salary is exactly the same. | 他们的月薪是否完全相同并不重要。 |
| 247 | They feel financially insecure. | 他们感到财政无保障。 |
| 248 | And when people worry about their savings, they freeze. | 当人们担心自己的储蓄时,就会冻结. |
| 249 | They stop buying extra things. | 他们停止购买额外的东西。 |
| 250 | So the government voucher acts as a psychological thaw. | 因此政府券起到心理解冻的作用. |
| 251 | It unfreezes them. | 它解冻他们。 |
| 252 | It gave Michelle Feng a cushion. | 它给了米歇尔·冯一个缓冲器. |
| 253 | It made her feel safe enough to buy those clothes and kitchen tools. | 这让她觉得很安全 可以买这些衣服和厨房工具 |
| 254 | Right. | 对 |
| 255 | So I assume these government vouchers must have driven a huge portion of that | 所以我想这些政府券 一定驱动了其中很大一部分 |
| 256 | trillion yuan sales number. | 万亿人民币销售号. |
| 257 | Actually, the data points in a different direction. | 实际上,数据指向不同的方向。 |
| 258 | Really? | 真的吗? |
| 259 | Yeah. | 对 |
| 260 | Jacob Cook, the business expert, analyzed these subsidies. | 商业专家雅各布·库克分析了这些补贴. |
| 261 | He found that the local vouchers only changed the total sales by about 1%. | 他发现当地券只改变了总销售额约1%. |
| 262 | Wait, really? | 等等,真的吗? |
| 263 | All that government effort only moved the total sales by a single percent? | 政府的努力只把总销售额提高了一个百分点? |
| 264 | Just 1%. | 仅1%。 |
| 265 | That seems incredibly low. | 这似乎令人难以置信低。 |
| 266 | What's fascinating here is it is low, but it reveals a powerful truth. | 令人着迷的是它很低,但它揭示了一个强大的真理。 |
| 267 | Which is? | 什么情况? |
| 268 | Most of the massive sales volume came from normal, natural demand. | 大量销售量大多来自正常的自然需求. |
| 269 | People simply wanted to buy things. | 人们只是想买东西。 |
| 270 | So the demand never vanished. | 因此,需求从未消失。 |
| 271 | It was just hiding. | 它只是隐藏。 |
| 272 | Exactly. | 没错 |
| 273 | Even when the economy is slow, people still have desires. | 即使经济缓慢,人们仍然有欲望。 |
| 274 | They still need items. | 他们仍然需要物品。 |
| 275 | But the deal must be honest. | 但交易必须诚实 |
| 276 | It must be transparent. | 它必须是透明的。 |
| 277 | If you remove the complex math and just offer a fair price, they will open their wallets. | 如果你去掉复杂的数学,只要提供公平的价格,他们会打开钱包. |
| 278 | That makes a lot of sense. | 这有很多道理。 |
| 279 | So we have talked about smartphones, clothes, and kitchen tools. | 因此,我们谈到了智能手机、衣服和厨房工具。 |
| 280 | The usual things. | 寻常之事. |
| 281 | Right. | 对 |
| 282 | But here's where it gets really interesting. | 但这里变得很有趣。 |
| 283 | Oh, yes. | 对 |
| 284 | The real surprise this year was a completely digital product. | 今年真正的惊喜是完全数字化的产品. |
| 285 | We are going to look at the breakout star of the entire festival. | 我们要看看整个节日的明星 |
| 286 | This is my favorite part of the deep dive. | 这是我最爱的深潜部分 |
| 287 | The fastest growing new category was not a physical object at all. | 增长最快的新类别根本不是一个实物。 |
| 288 | Nope. | 没有 |
| 289 | It was AI tokens. | 这是AI的标志。 |
| 290 | AI标志. | |
| 291 | We need to make sure we explain this clearly. | 我们需要确保 我们清楚地解释这一点。 |
| 292 | Definitely. | 当然 |
| 293 | What exactly is an AI token? | 什么是AI标志? |
| 294 | Well, AI stands for artificial intelligence. | 人工智能代表人工智能 |
| 295 | Right. | 对 |
| 296 | We are talking about large language models. | 我们谈论的是大型语言模型。 |
| 297 | These are the highly advanced computer programs that can | 这些是高度先进的计算机程序,可以 |
| 298 | write essays, write code, or analyze huge amounts of data. | 写散文、写代码或分析大量数据。 |
| 299 | But these models require massive computing power to function. | 但这些模型需要大量的计算能力才能发挥作用. |
| 300 | Exactly. | 没错 |
| 301 | Think of it like a vehicle. | 像车一样想 |
| 302 | A truck needs fuel to move heavy cargo. | 一辆卡车需要燃料来运送重货物. |
| 303 | And an AI program is the exact same. | 一个AI程序是完全相同的。 |
| 304 | It needs digital fuel to process complex information and think. | 它需要数字燃料来处理复杂的信息和思考. |
| 305 | We call this digital fuel a token. | 我们称之为数字燃料。 |
| 306 | A token is the most basic unit of computer processing power. | 一个符号是计算机处理功率的最基本单位. |
| 307 | Okay. | 摆 |
| 308 | So when you buy an AI token, you are literally buying digital fuel. | 所以当你购买一个AI符号时, 你实际上正在购买数字燃料。 |
| 309 | You are renting a tiny piece of a massive supercomputer | 你租了一台大型超级计算机的一小块 |
| 310 | located in a data center somewhere. | 位于某个数据中心 |
| 311 | You are buying the pure power to make that smart program work for you. | 你正在购买纯粹的力量 让你的智能程序工作。 |
| 312 | And everyday regular people are buying this digital fuel online. | 每天普通人都会在网上购买这种数字燃料。 |
| 313 | This is not just for tech companies anymore. | 这不仅仅是技术公司。 |
| 314 | Not at all. | 一点也不 |
| 315 | We have a highly specific example here. | 我们这里有一个非常具体的例子。 |
| 316 | Right. | 对 |
| 317 | A man named Chen Daji. | 一个叫陈大治的人 |
| 318 | He lives in the city of Shenzhen. | 现居深圳市. |
| 319 | And he bought a package of AI tokens for just 30 yuan. | 他只花了30元人民币就买了一套AI代币. |
| 320 | Just 30 yuan. | 只要30块 |
| 321 | He bought them to fuel a specific AI tool called Quanwork. | 他购买它们是为了给一个叫做Quanwork的特定AI工具加油. |
| 322 | Which is a smart AI assistant built by Alibaba. | 阿里巴巴建的智能人工智能助手 |
| 323 | But the truly wild part is how he bought it. | 但真正疯狂的是他怎么买的 |
| 324 | Oh, this is the best part. | 哦,这是最好的部分。 |
| 325 | He did not buy it through a boring corporate software website. | 他没有通过一个无聊的企业软件网站购买. |
| 326 | No, he did not. | 不,他没有。 |
| 327 | He bought it while watching a live shopping video on his mobile phone. | 他一边看手机上的现场购物视频一边买的. |
| 328 | Live commerce is a giant industry in China. | 活商是中国的巨型产业. |
| 329 | Influencers host live video streams to sell products directly to millions of viewers. | 影响者主持直播视频流,将产品直接卖给数百万观众. |
| 330 | Like a modern TV shopping channel? | 像现代电视购物频道? |
| 331 | Exactly. | 没错 |
| 332 | A wildly famous influencer named Li Jiaqi was hosting this specific video. | 一位名叫李佳琪的著名影响家 正在主持这个特别的视频 |
| 333 | But live streams are traditionally used for impulse buys. | 但生活溪流传统上用于冲动购买. |
| 334 | Right. | 对 |
| 335 | Like snacks. | 像点心。 |
| 336 | An influencer holds up a new shade of lipstick or a bag of spicy chips. | 一个影响者拿着新的口红或一袋辣椒片 |
| 337 | They yell about a limited time discount and thousands of people buy it instantly. | 他们大喊有限时间折扣 数以千计的人立刻买下 |
| 338 | It relies on instant desire and quick emotional decisions. | 它依赖于即时欲望和迅速的情感决定. |
| 339 | They are selling computer brain power on live video streams. | 他们在现场视频流上出售电脑脑电源。 |
| 340 | It is amazing. | 这是惊人的。 |
| 341 | Usually people buy makeup or snacks on these videos. | 通常人们在这些视频上购买化妆品或小吃. |
| 342 | Now they are putting digital brain power in their shopping carts. | 现在,他们正在把数字脑电 在其购物车。 |
| 343 | It is wild. | 这是野性的。 |
| 344 | It really is. | 没错 |
| 345 | Why did Shendaji buy it this way? | 沈达吉为什么这么买的? |
| 346 | He bought it because the live stream offered an incredibly cheap price. | 他买下它是因为 直播溪流提供 一个令人难以置信的廉价价格。 |
| 347 | Quan wanted to test this Chinese AI tool. | 泉想测试这个中国AI工具. |
| 348 | He wanted to see if it was smart enough to replace a different service he was using. | 他想看看它是否够聪明 可以取代他使用的另一种服务 |
| 349 | Oh, I see. | 原来如此 |
| 350 | He was paying 20 US dollars every single month for an advanced American AI tool called Claude. | 他每个月要付20美元 美国高级AI工具叫克劳德 |
| 351 | So he did the math. | 所以他做了数学。 |
| 352 | He thought, well, if I grab this cheap token package for 30 yuan on a live stream, | 他以为,如果我拿这个廉价的代币 30元人民币在一条直播的溪流, |
| 353 | maybe I can cancel my expensive monthly subscription. | 也许我可以取消我昂贵的每月订阅。 |
| 354 | This shows a huge shift in how we view AI. | 这显示了我们看待AI的方式的巨大转变. |
| 355 | Quan is treating artificial intelligence just like any other basic household service. | 泉正像对待其他基本家庭服务一样对待人工智能. |
| 356 | Like a utility. | 如是功用. |
| 357 | Yes. | 对 |
| 358 | He is shopping around for a better rate just like you would for car insurance or internet service. | 他到处买车 买的价钱跟买车保险或上网一样高 |
| 359 | It also means cloud computing has transitioned. | 这也意味着云计算已经过渡. |
| 360 | Definitely. | 当然 |
| 361 | It used to be a serious boardroom negotiation between big businesses. | 这曾经是大企业之间的认真的董事会谈判. |
| 362 | Now cloud computing is an impulse buy on a Friday night live stream. | 现在云计算是周五晚间直播的冲动 |
| 363 | And Shendaji was definitely not alone in this. | 申达吉绝对不是一个人干的 |
| 364 | No. | 没有 |
| 365 | The sales numbers show an absolute explosion in the AI market. | 销售数字显示AI市场绝对爆炸. |
| 366 | It is a total frenzy. | 简直太疯狂了 |
| 367 | Alibaba saw this coming and built a brand new digital storefront. | 阿里巴巴预见到这一点,并建造了全新的数字店面. |
| 368 | What do they call it? | 他们怎么称呼它? |
| 369 | 他们称之为AI Token中心. | |
| 370 | The AI Token Center. | AI托肯中心. |
| 371 | It literally functions like a digital gas station for your brain. | 它的功能就像一个数字加油站 对于你的大脑。 |
| 372 | That is a great way to describe it. | 这是一个很好的描述方法。 |
| 373 | The center sells token packages for many competing AI companies. | 中心为许多竞争的AI公司销售套件. |
| 374 | Yeah, it sells fuel from Alibaba Cloud, a startup called Z.AI, and another company called Minimax. | 是的,它销售燃料 从阿里巴巴云, 一个叫做Z.AI的启动, 和另一个叫Minimax的公司。 |
| 375 | The sales volume for this AI Token Center is staggering. | 这个AI Token中心的销售量惊人。 |
| 376 | The numbers are huge. | 数字是巨大的。 |
| 377 | Between October 1st and October 20th, their sales surged by 450% compared to the previous month. | 10月1日至10月20日,其销售额与上月相比猛增450%. |
| 378 | 450% growth in less than three weeks. | 3周内增长450%. |
| 379 | That is massive. | 这是巨大的。 |
| 380 | And Alibaba was not the only platform cashing in. | 而阿里巴巴并不是唯一的平台兑现. |
| 381 | No, the rival tech giant JD.com experienced huge sales too. | 不,竞争对手技术巨头JD.com也经历了巨大的销售. |
| 382 | Their cloud division sells AI tokens as well, right? | 他们的云师也卖人工智能标志,对吧? |
| 383 | Yes, and their sales jumped 167% from last year. | 是的 他们的销售额比去年猛增了167% |
| 384 | Consumers are incredibly hungry for AI power. | 消费者非常渴望人工智能的力量。 |
| 385 | Very hungry. | 非常饿 |
| 386 | But the trend goes even deeper. | 但是,这一趋势更加恶化。 |
| 387 | How so? | 为什么? |
| 388 | People did not just buy the invisible digital tokens in the cloud. | 人们不只是在云中购买了隐形数字符号. |
| 389 | They also bought the physical hardware required to run these AI programs at home. | 他们还购买了在家运行这些AI程序所需的物理硬件. |
| 390 | Oh, they are buying the machines themselves. | 哦,他们自己买的机器。 |
| 391 | Yes. | 对 |
| 392 | JD.com reported massive hardware numbers. | JD.com报道大量硬件数字. |
| 393 | They sold over 20 million AI-related devices by the end of October. | 到10月底,他们共售出超过2000万个AI相关设备. |
| 394 | 20 million devices. | 两千万个设备 |
| 395 | These are not just normal laptops. | 这些不只是普通的笔记本电脑。 |
| 396 | These devices include AI personal computers. | 这些装置包括AI个人电脑. |
| 397 | Often called AI PCs, right? | 经常叫人工智能电脑,对吧? |
| 398 | Yes, AI PCs. | 是的,AI个人电脑。 |
| 399 | Let us define that. | 让我们确定这一点。 |
| 400 | What makes a computer an AI PC? | 是什么让计算机成为AI PC? |
| 401 | Well, an AI PC has a specialized computer chip built directly into the main board. | AI PC有一个专门计算机芯片直接建在主板上. |
| 402 | Okay. | 摆 |
| 403 | This chip is designed specifically to handle artificial intelligence tasks. | 这个芯片专门用来处理人工智能任务. |
| 404 | It makes the computer much faster at processing AI work. | 这使得计算机在处理AI工作上更快. |
| 405 | Shoppers also bought smart glasses, right? | 店员也买了聪明的眼镜,对吧? |
| 406 | Yes, wearable glasses that have AI assistants built right into the frames. | 是的,可穿戴的眼镜 有AI助手 右建在框。 |
| 407 | Wow. | 珃 |
| 408 | Alibaba also reported shocking numbers for this new hardware. | 阿里巴巴还报告了这个新硬件的惊人数字. |
| 409 | What did they report? | 他们报告了什么? |
| 410 | They stated that sales of AI personal computers jumped over 300% | 他们说,AI个人电脑的销售额猛增了300%以上。 |
| 411 | in just the very first hour of the sale. | 仅仅在发售的第一个小时。 |
| 412 | If we connect this to the bigger picture, the conclusion is undeniable. | 如果我们将这一点与大局联系起来,结论是不可否认的。 |
| 413 | Yeah. | 对 |
| 414 | This singles day marks a historic turning point. | 这一天是历史性的转折点。 |
| 415 | I agree. | и種 |
| 416 | For a very long time, artificial intelligence was a secret, hidden tool. | 在很长一段时间里,人工智能是一个秘密,隐藏的工具. |
| 417 | It belonged to elite scientists and giant tech companies. | 它属于精英科学家和巨型科技公司. |
| 418 | It was something you read about in the news, but you never actually touched it yourself. | 这是你从新闻里读到的, 但是你从来没有碰过它。 |
| 419 | But the story is completely flipped. | 但是这个故事完全被翻转了. |
| 420 | AI is no longer a luxury subscription or a secret weapon. | AI不再是奢侈品订阅或秘密武器. |
| 421 | It is now a normal, everyday item. | 现在是正常的日常物品。 |
| 422 | Yes. | 对 |
| 423 | Regular, everyday shoppers are buying it on sale. | 普通的,日常的店主 买它出售。 |
| 424 | They put it in their digital carts right next to their winter coats and their kitchen pots. | 他们把它放在数字车里 就在冬天的外套和厨房的锅边 |
| 425 | They are buying business-level computing power | 他们正在购买商业层面的计算能力 |
| 426 | from their favorite internet celebrities on live video feeds. | 从他们最喜欢的互联网名人 通过视频直播。 |
| 427 | It has become completely normal. | 它已经变得完全正常。 |
| 428 | It proves that the general public is fully ready to adopt this technology. | 这证明公众完全愿意采用这一技术。 |
| 429 | They clearly understand the value. | 他们清楚地理解这个价值。 |
| 430 | They know it can help them work faster, create better content, and save precious time. | 他们知道它可以帮助他们更快地工作,创造更好的内容,并节省宝贵的时间. |
| 431 | This brings us to the end of our deep dive today. | 这使得我们今天的深度潜水结束。 |
| 432 | And I want to talk directly to you, our listener. | 我想直接跟你谈谈 我们的听众 |
| 433 | Yes. | 对 |
| 434 | Why should you care about this? | 你为什么要关心这个? |
| 435 | Why does a shopping festival in China matter to your daily life? | 为什么中国的购物节对你日常生活很重要?. |
| 436 | It matters deeply because it is a crystal ball. | 这很重要,因为它是一个水晶球。 |
| 437 | It shows us the direct future of shopping and technology and daily life. | 它向我们展示了购物、技术和日常生活的直接未来。 |
| 438 | Exactly. | 没错 |
| 439 | This deep dive shows us what is coming to your neighborhood next. | 本次深度潜水向我们展示了接下来你所在的街区 |
| 440 | Very soon. | 马上 |
| 441 | You will likely buy AI power just like you buy electricity to light your house. | 你会买AI电 就像你买电给房子照明一样 |
| 442 | Or buy tokens just like you buy data for your mobile phone plan. | 或者像购买你手机计划的数据一样 买一些纪念品 |
| 443 | Right. | 对 |
| 444 | It is rapidly becoming a basic human need. | 它正在迅速成为人类的基本需要。 |
| 445 | We are officially moving from an era of buying physical things | 我们正从一个购买物质的时代 正式开始 |
| 446 | to an era of buying digital brain power. | 进入一个购买数码脑力的时代. |
| 447 | And the transition is happening right now. | 而转变正在发生。 |
| 448 | Think about this. | 考虑一下 |
| 449 | It is a big thought. | 这是一个很大的想法。 |
| 450 | If AI brain power becomes as cheap and common as a pair of socks, | 如果AI的大脑动力变得像一双袜子一样便宜和常见, |
| 451 | what happens to human skills? | 人类的技能会怎样? |
| 452 | That is the most important question of our generation. | 这是我们这一代人最重要的问题。 |
| 453 | If anyone can just buy a cheap AI token to do complex work, | 如果有人能买个便宜的AI标志来做复杂的工作 |
| 454 | what does that mean for your job and your future? | 这对你的工作和未来意味着什么? |
| 455 | It is something to think about. | 这是值得思考的。 |
| 456 | Definitely something to think about. | 肯定有东西可以想 |
| 457 | Thank you for joining this deep dive. | 谢谢你加入这次深潜 |
| 458 | Yes. | 对 |
| 459 | Thank you for exploring this with us. | 谢谢你和我们一起探索 |
| 460 | We hope you gained some valuable new insight today. | 我们希望你今天获得一些宝贵的新见解。 |
| 461 | See you next time. | 下次见 |
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