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🎼黑夜迷茫，群星流浪。😔但今晚我们不孤单。嗨大家好，欢迎来到纵横四海。我知道大家可能很奇怪，为什么做了80多期节目之后，这里会出现一个新的眷首语呢？不是我们播客要改版了，是因为我终于可以在纵横四海落地一个，我已经想要做很多年的项目。我前段时间在读书会的群里就说我最近正在憋一个打招，就是指的是这个项目，这个项目就是迷你NBA的一套课程？我为什么想做一套。商业入门也就是NBA必修课这一套课程呢，是因为我在读NBA的时候，我最大的感受就是商业知识，它并不只属于公司高管创业者或者是商学院的学生。他其实跟我们每个人的生活，无论你从事什么都休息相关。用我们当时统计学教授的话来说，商业知识不仅仅是知识。NBA也不仅仅是过来培养商业技能的，其实他是对我们整个duter system过滤系统的一个改造，我们每个人都认为我们无遮挡的接收到身边的所。😊的信息。但实际上很多东西出现在你的身边，你看不到很多声音传到你的耳朵里面，你听不到NBA就是把你的过滤系统拆散，颠覆你的认知，教你去质疑，去重塑去思辨，去独立的得出自己的结论，最终重塑你的过滤系统，把它建得更大更好。从此，你将听见以前听不见的声音，看见以前看不到的维度。那教授讲这番话的时候，刚刚上NBA的第一个学期，他其实正是因为自己。是第一个学期的教授，他觉得就有责任给我们一些接下来应该如何度过NBA这两年，就是给我们一个MBA，你应该拿他干嘛的忠告。所以他才给我们说了这番话。我当时可能并不完全理解他说的意思。但是当我进入到NBA第二年的时候，也就是完成了第一年的必修课之后，我的整个过滤系统已经部分改造完了之后，我已经完全懂得他在说什么了。因为当时感触太深。所以我们班还有其他的同学就特意去找了统计学教授，让。😊他把这番话重新说了一遍，录下来，转发给全班。那在读完整个NBA重新进入职场之后，我对这番话的感触也更深了。我真的觉得我看到了更多，听到了更多，哪怕是往前去想，你都会意识到有很多信息早就存在于我的身边。但是我以前看不见，听不见，我的感官好像是不比以前有敏锐了很多倍了，我现在都能够看见，听见了。而且我的思维方式完全转变了，就不再是单点思维，而是。我往前看到因，往后看到果，它能形成一个链链式思维，而这条链还是一个活链，就链上的每一环对通盘的影响，其实我都能够看到了。比如我们即将提到的第一期，我们讲营销管理，你就会发现营销管理面最著名的就是STP跟fP理论吗？具体什么是这个理论，我们会在后面的课程里讲的哈，但是呢其实这不是一个江耗的理论，它是一整个活链上的相互影响的元素，因为我们的核心竞争。我们才定了这样的战略。因为我有了这样的战略，所以必然一定是这样的STP。因为是这样的STP。所以我们的4P是这么设计的，整个链路完成了之后，我们还要放到市场上去不断的试错，不断的适应消费者新的需求，往回去一练一链的往前推，去修正我们的目标，修正我们的战略，修正，或者说是扩充我们的核心竞争力。总体来说，不同领域的商业知识，其实也是这样串联在一起的。当你拥有了这样前后能串在。起并且是活的练，他能够前后都一链接一练的进行改变的时候，你就能够真正的看清这个世界的底层逻辑。你就会明白哦，同事为什么是这样反映的哦，老板为什么在这件事情上是这么做的，这么对我啊，客户为什么今天特别难伺候你会明白每一件事情背后都有环环相扣的原因，所以我一直很想把这些MBA必修课的知识整理出来跟分享出来。那大家也能够用它来重建自己的过滤系统。那当然了，确实这个工程是非常浩大。好的，因为我做一本书的博客，我每次都要花五六十个小时。更何况整整一门课的话，将包含非常多的参考书和枯燥的就是厚重的教科书和我以前的很多的笔记和你必须要把所有我以前的那些案例全部都翻新。因为对吧？这么多年过去了，我们肯定还是要用现在的案例了，所以它真的是一个很浩大的工程。而且它又不是只有一门课，它是一套课程，对不？起码我们也要有一个小合集吧，你要是不学运营。的话光学战略他怎么落地呢？你要是不学商业伦理的话，光学营销也得出大事啊。虽然我一直很想做这件事情，但是想了很多年也就搁置了很多年。此处我是真的就非常感谢华夏基金了，不是广告啊，绝对不是广告，是真心的非常感谢。因为有了他们的支持，我才能够在接下来的半年里，每个月给大家推出一期迷年B的内容，一共6期形成一个小合集。我也真心的非常欣赏他们做的一系列商业金融跟投资的。科普从线下的活动到线上的一个个项目到信息整合的工具。比如我们本次系列要推广的红色火箭，其实我非常的欣赏企业以这种方式以带去实质的好处，跟科普跟教育整个市场的方式来跟市场跟消费者跟用户互动。我觉得这就是一种非常好的商业和消费者之间的关系。那我给大家选择了这6课呢，绝对不是死板僵化的一堆死知识，而是按照当下的商业世界跟社会线上跟。真心的看待我们日常生活的6个思维框架，6个底层逻辑。多年前，我的营销教授曾经说，他说他也曾经以为教给学生的内容就是越多越好，你反正我教给你越多，你得到的越多information is power，那肯定对你来说是更有好处的。最好呢他很幽默啊。他说教科书学成板砖，很让学生们不但可以学习，还可以拿来健身。但家说，他在整个教学生涯中逐渐意识到好的老师就是要担负起替学生筛选信息的责任啊，要做到适量。教科书是不能。且后的其实不能什么都包括，这样反而你是学不会的，不是more is more，应该是less is more，越少及事多。你不能够生怕学生漏掉一点信息，你应该挑出最重要的那个部分。所以呢我会尽量的用同样的理念跟大家分享MBA的这6课，用浅显易懂的方式生动好玩的案例来把一门课的内容凝结为最高屋见瓴的节目吧。别的不敢说，那肯定他不会枯燥。那我为大家挑选的这六门课程是营销金。😊从运营经济战略和商业道德，也就是商业伦利，是从企业跟产品如何被选择。到企业被选择了以后，建立了品牌之后，我们应该如何为消费者为社会负责。那在每一期我都会给大家讲一些好用的模型跟框架。比如前面提到的营销的STP跟fP比如战略里面非常著名的武力模型。比如大家很感兴趣的经字塔模型，还有运营的各种好用的SOP工具等等等等。在这个框架之后呢，会用商业跟生活。的案例来帮大家落地，最后也会在适当的地方迁移到个人技能上去。也就是说，不光光是在职场上在商业上使用，而是在每一个人的个人层面，你能够如何使用这些思维框架啊，过滤系统来打造属于自己个人的护城河，找到自己的生态位，提高自己的职场竞争力。希望大家听完这个明年NB系列之后呢，不但能够听懂很多术语，看懂很多商业跟社会现象，明白钱是从哪里来的？到哪里去积聚。我们应该如何参。🎼参与这个搞钱的过程，更能够看懂自己，看懂人性。总之，多年的夙愿终于要开始落地了。那还是很希望大家如果喜欢的话，帮我多多扩散，多多宣传。那我们就第一课见喽。😊跟我一起。😔🎼Do吗？い。

🎼The night is flying.The stars are losting space, but we are not alone.🎼嗨大家好，欢迎来到纵横四海，我要来跟大家一起读书了。今天我们将开启miniNBA项目的第一课营销管理marketing management。这是我跟很多NBA同学都非常喜欢的一门课。因为营销离我们的生活特别近嘛，他不只是广告促销跟卖东西。营销就在我们的身边，影响着我们生活中的每一个选择。你说网大的说，营销塑造了我们喜欢什么，讨厌什么，他定义了什么是浪漫，什么是成功。参与创造了一整个时代的文化。往小了说，你写简历的时候应该突出什么？面试的时候应该强调什么，怎么建立自己的职业护城河，甚至怎么在交朋友在亲密关系中凸显出自己或者培养出自己跟这段关系相关的优点。这些其实也都是营销啊。但同时呢营销又是商业事件里面最容易被误解，也最容易被滥用的理论之一。你看营销人们总喜欢把STP4P等等理论挂在嘴上，但实际上很多人跟。本分不清S和T企业总是喊客户中心客户至上，但实际上并不真正的了解自己的客户，也听不到真实的客户心声。那问题到底出在哪里呢？这些理论到底应该怎么用呢？我们应该怎么找到并打造自己的卖点，怎么挑到最适合自己的产品，又怎么识别那些被制造出来的欲望避开消费主义的陷阱呢？这一期我们就会把这些问题一个个拆开，中间还有很多精彩好玩，甚至有点反常识的商业案例哦，大家准备好了吗？NBA的第一课，我们马上就要开始喽。那在开始之前呢，要先感谢华夏基金的红色火箭小程序为我们带来本期节目。红色火箭是华夏基金专门针对指数投资打造的一款数据分析和决策辅助的工具是完全免费的哟。微信直接搜索红色火箭就能够找到，也可以点击今天的s notes直接跳转体验。指数基金的好处，之前其实已经跟大家讲过不少了，简单来说呢就是用抑制产品覆盖一组股票。那这样组合里边如。如果有任何好的发展或者是政策红利，我们都能够分一倍羹。同时呢又分散了风险。所以非常适合没有那么多时间研究单只股票，但是又想长期积累财富的人。在芒格的那一期，巴菲特的那一期，我们也都提到过，他俩认为对普通人来说，最适合投资就是指数基金了。但是当我们真正开始研究指数基金的时候，你就会发现新的问题马上来了啊，同样是大盘指数到底有什么区别呢？啊最近涨到好的这些板块，现在还适不适合关注呢？😊两只指数基金摆在面前，那应该是比较收益，比较估值还是比较它的成分股呢？如果你有这些困扰，那就可以试试红色火箭小程序哦。当你不知道选什么指数的时候呢，你就可以看看火热板块，也可以用指数浏览器，快速找到行业宽机和策略指数，了解他们的行情、历史表现跟估值等等的数据。当你不知道怎么比较不同的指数的时候呢，红色火箭可以帮你从历史表现估值、阶段性的。涨幅、成分股等等多个维度来进行横向比较。当你担心自己是凭感觉，凭热点来投资，而不是真正凭分析平好的决策来投资呢，红色火箭也能够用模拟组合，让你进行历史回测来验证你这个组合的策略是不是真的能行得通是不是真的可靠，让你通过数据，而不是想象来进行判断。他最近还上新了一个功能。ETF华夏伙伴计划会员体系，大火的伙陪伴怎伴。打开小程序进入ETF会。会员页面完成实名认证，就可以免费领取对应等级的会员权益，还能够获得ETF投资月度报告等增值服务。持有华夏基金旗下ETF的朋友呢，也可以每个月进去看看有哪些会员福利哦。那在今天的节目里面，大家会反复的体会到营销是一个活的链路。只有当你把每一环都接上的时候，他才会真正的活起来，发挥出你所意想不到的巨大的影响力。其实红色火箭也是在做同样的事情。他把不同的数据跟功能。😊融合成一个灵活的决策工具，让你把每一环都能够连起来。从入文到深度分析，到预演到复盘。每一个环节都接上的时候，这款工具就能够发挥出巨大的潜力。那一句话来总结呢，就是红色火箭能让你非常简单轻松就看懂一个指数为什么涨风险有可能来自哪里。是不是符合自己的投资思路等等。感兴趣的话可以点击修note里面的链接，或者打开微信搜索红色火箭选一个你正在关注的指数亲自比较一下哦。好的，那我。我们来开始这一课喽。首先呢让我们先来树立一个全局的架构。因为营销要讲究的环节，那使用的策略需要考虑的信息因素真的太多了。关于营销的理论也层出不穷。所以有一个清晰的架构，我们就不会迷失在一堆理论，一堆案例中。那营销这一刻，其实架构非常简单的，一共就分成三个阶段。第一个阶段呢，我们一定要先确定我们的战略，企业的战略跟营销的战略，当然战略是单独的一课。但是在这里跟营销相关。😊的战略的部分我们一定要先确定确定完了之后，我们才知道在营销这件事情上，企业的目标应该是什么。那具体来说呢，就是我们要确定我们的品牌到底是什么，以及我们的品牌到底想要干什么。我们想要跟自己的客户建立一种什么样的联系。在这个过程中，我们的核心竞争力是什么。在这些分析的基础上，我们才能够提出更具体的可衡量的一直可以回头去核对的这个企业目标跟营销目标。那这个是第一题的。第二阶段呢就是STP了。STP其实是三个单词的首字母缩写segmentation就是市上细分。要分一下，咱应该进入到哪个市场。T targeting就是这个细分市场的客户画像到底是什么样的tart是目标嘛，这里就是在这个细分市场上，我的目标客户他长什么样子positioning就是定位，要对这个用户说什么，在用户心智中占据什么样的位置，这个就是定位，所以合起来就是第二阶段STP。😊那STP是执行阶段，是完全基于第一个阶段的战略基础上的那到STP执行呃结束了之后，我们已经知道了在什么市场，对吧？针对什么客户要对客户说什么，然后再往下一层的执行呢？才来到了我们的fP，也就是我们的product产品price定价place渠道promotion促销产品如何设计，价格如何确定，在什么渠道卖，怎么管理这些渠道用什么方式促销，这些就是4P的值。执行所以你看这三个阶段，其实就是一层一层的往下走。首先在战略层面要搞清楚我们是谁，我们能做什么，我们想做什么，我们想跟客户有什么样的关系。然后我们再往下到执行层面，用STP跟fRP一步一步的落实下去。那这个架构呢不但能够帮助我们了解营销的整个环节，它就是一条活的链路了。还有一个很重要的点，就是全局观，战略决定执行，对吧？但是不是战略定了以后，它就是一个固化的战略，它就是个。😊僵化执行了执行你也会反过来影响战略，核对战略，修改战略，动一环都会改变整个格局的。所以这个就是大家要先知道的一个框架哦。顺便说一下，我们不是每期都会开一个读书会的群来共读这一期的书吗？以往呢要共读的那本书，往往就是播客里边讲的这本书，如果讲了好几本的话，我也会挑一本出来给大家讲的。但是我觉得明年IP系列就不一定能这么做，尤其是营销这一课，一方面是因为。对明年B业的内容都是参考的。教科书跟我以前的笔记。教科书跟科普书的区别是非常大的。教科书一般来说都是求全求系统，然后求理论，求严谨，它不是一个大众像的读物。它就是真的很多教科书就是板砖一样，很多内容我们真的太细了，没有必要学。而且我个人觉得那些特别适合大众读的教科书，就是也很难得哈，有这么一些教科书，可是往往教科书级别的书都不太会被引进。那另外一方面呢是因为在任何一门商业课程上，科普书都非常多。其实在营销上就尤其突出。因为营销真的是商业的方方面面都涉及营销。在我们生活中的方方面面都渗透着营销，他能讲的东西实在是太多了。但是呢每一本科普书，它都只讲一个点，比如说定位定位在这个营销界已经是鼎鼎大名，非常非常有经典地位的一本书了。但是他只讲了STP中的positioning就定位。那蓝海战略，它讲整整一本书就。讲了蓝海红海这些概念。但实际上他讲的是细分市场啊，分传嗯就是疯子的疯传传播的传，讲的是传播这一环。就是为什么有些东西它传起来像病毒式传销一样，有些东西它就传不出去。还有上瘾hoooked，对吧？讲是你怎么利用多半案子跟习惯的机制，让你对某些产品，某些操作，某些东西是上瘾的。还有一本书我挺喜欢的叫做无价priceless。他讲的是各种有趣的定价案例，它跟影响力有一点像，影响力这么。本书是讲4P的，就是其实已经算覆盖的比较多了，是从产品层面，从促销层面，从价格层面，从各个层面是怎么影响用户心智的。我们在综横的一批45已经读过影响力这本书了哈。总之就是关于营销的书层出不穷，列举不尽。除了这些最经典的之外，还有好多，咱们也不一一展开了，就很难给大家找一本具体的书，我认为是能代表明年NBA的营销这一课的，所以我觉得营销这一课，咱不如。就直接起一个群来讨论我们这期播客的内容。好了，就讨论我们的战略怎么定。我们的核心竞争力是什么？我们的STP是怎么样的，然后for是怎么样的。如果你不是营销人员，也不用担心，因为我们所讨论的都都是一种思维框架，是一种底层逻辑。我们完全可以把这些理论用到自己身上。我的核心竞争力是什么？那我接下来应该怎么做我的细分市场找我的目标客户。我应该在类比forP的几个方面是怎么打造我自己的这都是OK的那大家也可以在里边。去往里边扔很多我们可能有所疑惑的，可能觉得很好玩的各种商业案例来分析一下哦，原来他们的营销是这么做的对吧？就算我们不是分析这些我们自身的竞争力，我们也可以作为消费者啊，从消费者的角度去分析一下啊，这些营销手段，哪些打动了自己，哪些没有哪些其实是局形不良。哪些其实是非常值得赞赏。总之这一期的读书群，我们就没有特别推荐的书目了。我会给大家一个书单，大家可以从这个书单里面去挑选。😊自己喜欢的书，但是后面的几期倒不一定都这么运作啊，就是主要是营销这一课比较特殊。比如说运营，我觉得精益创业这本书就挺有代表性。那比如说商业道德，我觉得坏学这本书就非常适合了。所以后面几课等后面再定。那这一课我们就先起一个没有具体书的讨论群吧。那具体进群的方式，请大家去收到的跟评论去看哦。好，那让我们来看看营销这一条活的链路，它到底是怎么运行的吧。在。这条链路的第一环呢，我想要先花一点点时间来讲讲商业道德。当年在学校上课的时候，我的营销教授就是教营销的第一环，他也是商业道德。这也是为什么我很喜欢这个营销教授的一个原因。他说在NBA的大部分非商业道德课程上，比如说营销，比如说战略，比如说运营，对吧？是商业道德，要么就是完全不提，要么会把它放在课程的最后来提，因为教授我们通常认为自己不是商业道德这个专业领域的人。因为我们还要单独的一课专门讲当商业。道德了嘛？所以呢我教的是营销，那他就不是我的教授范围啊。他说虽然我也不是商业道德这个领域的专业人是吧？可是我认为他就必须要成为营销中第一个被讨论最被重视的第一环最大的话题，因为营销对社会的影响实在是太大了。我当然非常有共鸣。我相信大家也都一样非常有共鸣。因为他个人层面上，他跟消费者直接接触嘛，有太多的机会可以进行欺骗、利用霸凌等等的了。那跟大企业级别的营销能创造的声量，跟影响力相比，个体消费者是不是都。非常的弱势，大家都知道维权有多艰难吧。你哪怕是一个大网红维权都很艰难吧。就中小商家也是很难的。我们现在说的不是所有的企业都比消费者力量更强。可是到了大企业级别，那真的跟个体消费者的力量是非常非常悬殊的。所以在个人层面上其实有各种各样道德伦理的陷阱。那到社会层面上也是一样，无所不在的广告跟营销内容，在无时无刻不在塑造跟影响整个社会的文化跟价值导向。你看交流营销。他卖的就不是产品跟服务啊，他卖的是一套你现在不够好的评价体系。比如广告是不是定义了这个社会的成功学，就不停的有人告诉你什么产品才算是精英人生的标配。你到了一定的程度的之后，你就一定要穿这一类品牌的衣服，用这个档次的东西，再比如奶茶。原来不过就是个饮品，但是现在已经是生活方式了吧，它被塑造成了各种多维度的生活方式中的一些东西。比如说恋爱中的小甜蜜啊，学生的生活方式啊，闺蜜关系。呀社交打卡、城市打卡等等等等，它成为了一个符号。那久而久之，你要是不喝奶茶，或者是男朋友没有给我准备好一杯奶茶，或者是你不打卡某个新品，或者是你到了城市，你居然不去喝这个东西，似乎你就错过了一种生活方式，似乎你就哪里好像没有做对啊，就变成了你不爱我的证明。如果说这个...（已截断）

You've authored more than 400 peer reviewed scientific papers and literally created polyvegal theory. It's sort of rare that you get to ask Mike Tyson about how to throw a jab or the founder of a really impactful theory about what it means, I guess.How do you describe polyvaagal theory to someone who isn't familiar with it, It's really quite simple is that our underlying physiological state affects how we perceive the world, how we interact with others and how receptacle we are to others engaging us. So in a sense, we, we kind of got dropped into a world where we think that all our behaviors are intentional. And but we don't acknowledge that some days we feel basically quite constrained in some days we feel.Very energetic and engaging. The bottom line is that we have to start paying attention to our own underlying physiological state because it will help us navigate to very, a very complex world. So we're responsive in that way to the local ecology, kindnd of like a plant. We are a plant in a way, exactly, we are the, we're detecting signals just like plants, we're responding the difference is that with our great intelligence, we think is' all are we caused it all. We create.😊Narrratives of control when in reality, were being swept away by the challenges of the environment in which we are in. And when we feel swept away and overwhelmed, at that point, we start acknowledging things. But we don't acknowledge until it really gets over, over certain threshold.Why is that adaptive, Why have we evolved to have that dynamic, Because the world was a dynamically changing place. That's as simple as that. But we've lost some of the, I would say, innate and intuitive skill sets. And that's being aware of when our body loses that resilience. And instead, we're trained by our culture to say you can do it., it's like, is's like, I mean, that's a quote from the water.I don't remember that movie., But the issue is we live in a world in which everyone thinks we can suppress our feelings or we can get over something when, in reality, our body is just percolating and broadcasting signals to our awareness. And now we're being told, don't pay attention.😊I understand why. And this is a pivot in the world of.Nonfiction, communication, personal development, self growth that I've been really fascinated by the forget your feelings just work harder approach. I understand why, because maybe for a lot of people, they too at the mercy of their feelings. They actually could do with a little bit more agency, they could do it, I can do it, we're in a meritocracy and we want to uphold people. But as you say.It's denying the real dynamic that we are a system that is interacting with our environment. There are certain things that you're like skimming across the top of, because implicit in what you're saying is you have some idea what being a successful human being is. And and what I'm saying is our markers of success maybe somewhat confounded because part of being a successful person is feeling good about being a person. And part of them.Motivation, beautiful for working is to, in a sense, get over those feelings of inadequacy. So we get kind of twisted and tricked by all this. And the other part is that we don't truly acknowledge that as we numb our body out or don't listen to it. We're literally turning off neural physiological feedback loops. a feedback loop is part of us that monitors our functioning and a part of us that now creates the motor actions. And so in a way, we are destroying.😊Our own bodies and those who work hard acknowledge that. They said, I, I'm stressed out. I burn out, but there's a physiology to that. And that is, in part, we're not listening to our body.That's so wonderful. You're so right. How many people are chasing success to give themselves the sensation of feeling good. But in the pursuit of achieving the success, they have denied themselves of the feeling of being good. Yeah, now as you say that, listen to what you said, and there's a circularity there. And then you're, you know, then you accumulate. And listen, you're in Austin. So you're, you're in the midst of a lot of what is now..Success track. on patient 0. Yeah, yeah yeah. This is ground 0 right here. Yeah, and the issue is, yeah, acquisition, wealth influence. These are wonderful things, but wonderful things for what.😊So how do you leverage that successes of acquisition of respect and accumulation to become more, to do more, to be, you know, in a sense, what are our goals in life, And this is kind of a complicated and very personal question. So our goals acquisition or our goals curiosity, learning or our goals bevalent and compassionate, we can set our goals, but they're not really they here and now.We, we, as a species like to do things that are different. We like exploration. We like curiosity. We like humor. and, you know, we like to meet people as well, which is part of that whole bit. So you could accumulate resources without having, in a sense a typ...（已截断）

You guys, I'm tired. What I'm tired of is.🎼Models coming out every week, new models, new benchmarks, new frontier intelligence, new things to test. It's been a little bit of a run the past month. We've seen fable come and go and come again. We've seen GT 5,6. We've seen sonnet 5.Lots at so many fives recently in just so many models. And I've been lucky, I've been able to test these models, but it will play with them for, you know, sometimes days, sometimes weeks. It just depends on who I'm working with. And it's been really interesting and exciting to have access to all this frontier intelligence.😊🎼But I think we have an intelligence overhang. I really think that we're running out of And by we, I mean, the average.Coder, average software engineer, average creator, average builder, average consumer, average business person. I think we're running out of ways to truly leverage this incremental intelligence. So this is my hypothesis in the next year. We're always talking a lot more about speed. talking more about cost. We're talking more about open source. And we're gonna be talking a little less.😊About intelligence, although I think we might be talking about specific types of intelligence other than software engineering.But despite being tired, today, we are going to talk about.🎼Opus 5, baby. Opus 5 is here. So we got02 additional.Opus points, Opus Opals, whatever, however, we're tracking the increments here on Opus, Opus 5 is here. I've been able to test it a little bit. I have some opinions. Now, some of the stuff I'm going cover this episode is going to be a little different than what I've done in the past. Yes, we are gonna do the how I AI benchmark live. And, yes, we are gonna look at the prototypes we're gonna look at PR Ds, and we're gonna look at agent personality, but I'm also going to put on my.😊Large language model psychologists had. And we're gonna talk about Opus's personality. And we're gonna to talk about Opus's personality relative to G's personality, because I think this is super interesting. If you're thinking about what is the difference really between these models and you don't want to look at the difference in terms of benchmark capability. You really want to understand what these labs are going for, why these models are being built and how they're being tuned.Looking at their personality at this moment, where intelligence is very high.🎼Is super fun. So we're gonna do a little of that. We're gonna do the how AI benchmark. We might do some live coding. We're not gonna cover too much of the specs in the model because read the blog post. Read the blog post. We'll link to it in the show notes. What we're really gonna talk about is, I Opus 5 good, Am I gonna swap it in, And how is it different than the other frontier models on the market, So let's get to it. Okay, first, let's just get it all the way. Is Opus 5 good. Yes, its good. Is it going be all the benchmark.😊sOf course, it's amazing at benchmarks. Can't write code. Of course, it can write code. What did I test it on that really gave me a sense of its personality, which at this point where I could just simply cannot absorb any more intelligence, I really zeroed it on. And you know what. I haven't seen this since I would say, Gemini 2,5.This model is neurotic. A F. It is so timid. It is so apologetic. It is so scared. I have never experienced this. Or I hadn't seen this sort of like neuroticism in a model in a while. And it's really funny. It bubbled up in a couple ways. And I want to show you a few examples. Okay, let me just give an example of its timidity. And this chat was very long. There were.So many examples of this where it was like, I think this is the answer. But do you think I should do it or do you want to do it or should we ask someone else to do it, It was like every time I just kept saying like, why don't you solve this, Why don't you do this. And this is a really good example. I pulled a branch. And I was like, there is truly like a one line merge conflict. I could have not been lazy and literally just on this manually, I don't know. I was just feeling lazy, it was late at night, whatever. like, can you fix this merge conflict.は？It, it was like.Oh, but that's someone else's branch. Like, that's not my branch. I don't want to do that without him knowing it's his commits. And if he has local work and flight, it might be disruptive. And I'm like, just do it, man. Just go and go ahead. And this was like my constant experience with.Opus 5 is it was like so, so, so.Timid, and so I just consistently had to say over and over again. like, man, just do it, make a decision. And then there was this really funny example when I spun off some subag to kind of like assess the correctness of this.😊Query that we change from kind of like an OM query to a SQL query. and it.Asked for things that it wanted a human on. It was like, can a human please check this stuff, Like, can it check this 4 MB ceiling and can it check Tscript and Sequel and ca...（已截断）

All right, everybody, welcome back.Episode 282 of the world's greatest podcast.It's your podcaster's favorite podcast. It's your mom's favorite podcast. It's you all in podcast with me again. David Sas from my bio, David Freeberg. It was a big week, It was a big week. The continuing number one story in the world is Kimmy K3. It sparked a debate about banning Chinese open source models here in.😊The United States, and it's gone all the way to the White House last Friday. We talked about it here. China's moonshot AI released Kimmy K3 open source model, obviously performance on par.On par, not six months behind, not 12 months behind. But now on par with models like Opus 4.8 and G 5.6.Which in and of itself is extraordinary, but about 50% cheaper.And this has created a bit of a panic similar to the deep seek moment that we had here back in early 2025.The White House, David Sachs, has gotten involved, Michael Crciio, friend of the show.Said quote we have information that moonshot AI distilled and Pros fable for the development of its K3 model here's how the Trump administration has reacted so far Monday Axios reporter of the White House was considering banning Chinese open source models a couple of weeks ago, David I think it was three weeks ago I gave that to you as a hypothetical and here we are on Wednesday wirered reported that Howard Luniick.From our commerce Department, friend of the show does not want to ban Chinese models. So apparently, P intrigue, there might be different opinions inside Trump's White House.And instead, they want to incentivize more US frontier labs to develop better open source models Polymarket says 45% chance US government bans an open source model in 2026.That was a brand new market started just.It was that 22% couple days ago, Sachs, you called it.Two months ago, our first victory fap of the episode. I think where it's all leading to is an effort to ban open source models. There's a lot of breadcrumbs leading here. If you look at a lot of the rhetoric around how models need to have guardrails and that with open source models, the guardrails can be removed and therefore, they're dangerous. You see this rhetoric already in anthropics blog posts. Any threat that they describe, they kind of go out of their way to take that shot at open source models, I think, again, they're trying to.To create ideas or put predicate facts in the public record to justify an action later on. I think it's just a matter of time before they feel like they're at a position where maybe they can push for that type of ban directly. All right, there it is, S.What's going on at the White House, What is the administration's position here, Why are we getting multiple, is the White House testing.And and probing to figure out what their position is here, or is it just this is a super dynamic situation, what's going on?Well, look, I mean, I have it on good authority that there is no decision by the White House to ban open source models and I think they want that known, I think there's an ongoing conversation happening around what to do about Chinese distillation and we should talk about that, but no decision has been made and the president listens to a course of voices, he wants to get advice from as many people as possible and I'm confident that if everybody weighs in that the president will make the right.Decision as he always has with these tech issues. I think his instincts have been absolutely impeccable on this and he's always supported a, let's say, lighter regulation more open approach. And that's why I think the US is winning the AI race. So I think that's kind of where where things stand Where do you stand sex. That's what everybody wants to know. Yeah, I think it's important for me to make my opinion known in the spirit of, again, contributing my voice. So the president hears all perspective.And then can make the best decision, look.I think it would be a tragic mistake if the government were to take action against the open source ecosystem that would do nothing but hurt America's position in this AI race it would backfire badly and I think that the key point here is that regardless of what you think about distillation you cannot punish American developers for it so you know you can't say that American companies and American developers can't you,Chinese contributions to the public domain that is cutting off our nose despite our face. I mean, obviously American companies have to be able to use everything that's in the public domain because the rest of the world will be using those things. And let me just say I've said for a while that Anthropic is guilty of regulatory capture of attempts to seek government protection. This is a company that is the fastest growing tech company at scale in history. they started the year at 10 billion of AR. they're now over 70 billion of ARR.This is not a company that needs government protection, This is not a company that is under threat from competitors or whether they're Chi...（已截断）