최근 최고 수준의 AI 기업들이 공개(IPO)를 앞다투는 가운데, 샌프란시스코 부동산 시장에서 현금 대신 Anthropic 등의 주식을 요구하는 기현상이 벌어지고 있습니다. 또한 트럼프 행정부의 AI 안전 행정명령 발표, 인스타그램 AI 챗봇을 악용한 유명인 계정 해킹, 그리고 내부 고발자를 매도한 일론 머스크에 대한 소송 사태 등 AI 및 기술업계의 핵심 이슈를 다룹니다.
번역된 본문
이번 주 WIRED의 '언캐니 밸리(Uncanny Valley)' 에피소드에서는 최고 AI 기업들 간의 상장(IPO) 경쟁이 시작단계임에도 이미 기이한 파장을 일으키고 있는 이유에 대해 논의합니다. 그 파장 중 하나로 샌프란시스코의 수많은 부동산 매물에서 현금 대신 Anthropic의 주식을 선호하는 현상이 나타나고 있습니다. 또한 왜 도널드 트럼프의 새로운 AI 안전 행정명령이 미흡한지, 그리고 해커들이 인스타그램의 AI 챗봇을 이용해 버락 오바마 전 대통령과 같은 유명인 계정에 어떻게 접근했는지 분석합니다. 더불어, 한 DOGE 내부 고발자가 억만장자 일론 머스크로부터 거짓말쟁이라는 공개적인 비난을 받은 후 명예훼손으로 소송을 제기했으며, 그 후 자신의 생명이 위협받았다고 보고한 사건에 대해서도 다룹니다.
이 에피소드에서 언급된 기사:
샌프란시스코 부동산에서 현금보다 가치 있는 것은? Anthropic 주식
트럼프가 마침내 서명한 AI 행정명령의 진짜 모습
그는 DOGE에 대해 내부 고발을 했다. 그리고 그의 브레이크가 잘렸다
블루스카이(Bluesky)에서 브라이언 배럿(@brbarrett), 조이 쉬퍼(@zoeschiffer), 리아 파이거(@leahfeiger)를 팔로우할 수 있습니다. 문의 사항은 [email protected]으로 보내주세요.
청취 방법:
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대본 참고: 이 대본은 자동 생성되어 오류가 포함되어 있을 수 있습니다.
브라이언 배럿: 안녕하세요, 브라이언입니다. 시작하기 전에 두 가지만 빠르게 말씀드릴게요. 저희 쇼를 즐겁게 들으신다면, 사용하시는 팟캐스트 앱에서 평가를 남겨주시면 감사하겠습니다. 더 많은 사람들에게 저희를 알리는 데 정말 큰 도움이 됩니다. 두 번째로, 기술, 개인정보 보호 또는 정치와 관련된 질문이 있으시다면 지금 [email protected]으로 보내주세요. 질문의 크고 작음은 중요하지 않습니다. 여러분의 목소리를 듣고 답변드리고 싶습니다. 자, 이제 쇼를 시작하겠습니다.
조이 쉬퍼: 다들 안녕하세요.
브라이언 배럿: 안녕하세요 여러분. 오늘 우린 각자 흩어져 있네요.
조이 쉬퍼: 맞아요. 브라이언은 원래 여기 없어야 했는데, 여기 있네요.
브라이언 배럿: 빠질 수 없는 일정이었죠. 사실 이번 주에는 휴가 중입니다. 부모님 및 가족들과 해변에 와서 미니골프를 많이 치고 있어요. 기본적으로 그게 다예요.
리아 파이거: 그것도 꽤 좋은 일정이네요. 누가 이기고 있나요?
브라이언 배럿: 할머니요. 할머니가 완전 압도하고 계세요.
조이 쉬퍼: 와우.
브라이언 배럿: 필드 위의 공포 그 자체입니다.
조이 쉬퍼: WIRED의 '언캐니 밸리'에 오신 것을 환영합니다. 비즈니스 및 산업 담당 디렉터 조이 쉬퍼입니다.
브라이언 배럿: 전무 편집자 브라이언 배럿입니다.
리아 파이거: 그리고 정치 및 과학 담당 디렉터 리아 파이거입니다.
조이 쉬퍼: 오늘 쇼에서는 최고 AI 기업들이 공개(IPO) 행진을 벌이며, 샌프란시스코 부동산 매물들이 단순히 낡은 현금뿐만 아니라 현재 더 가치 있다고 여겨지는 Anthropic 및 OpenAI의 주식을 요구하기까지 한 이 상황에 대해 깊이 파고들겠습니다. 이 광기는 솔직히 이제 막 시작되었습니다.
리아 파이거: 그리고 이번 주 트럼프 행정부는 AI 기업들에게 공개 30일 전에 연방정부가 자신들의 가장 진보된 인공지능 모델에 접근할 수 있도록 권한을 부여하는 행정명령을 발표했습니다. 이 결정은 그렇게 순조롭게 이루어지지 않았습니다. AI 규제와 관련하여 행정부 내부에서 무슨 내부 갈등이 있었는지, 그리고 이 행정명령이 실제로 어떤 변화를 가져올 것인지 논의할 것입니다.
브라이언 배럿: 또한 해커들이 오바마 대통령의 전 백악관 계정을 포함한 일부 유명 계정에 액세스하기 위해 인스타그램의 AI 챗봇을 어떻게 속였는지 알아보겠습니다. 그리고 DOGE 내부 고발자가 누군가 자신의 자동차 브레이크를 잘랐다고 말한 사건에 대해 이야기해 보겠습니다.
Comment Loader Save Story Save this story Comment Loader Save Story Save this story This week on Uncanny Valley , we discuss why the race among the top AI companies to go public has just gotten started but is already creating bizarre repercussions—including numerous San Francisco real estate listings preferring Anthropic’s stock instead of cash. They also get into why Donald Trump’s new executive order on AI safety is underwhelming, and how hackers were able to use Instagram’s AI chatbot to access high profile accounts like President Barack Obama’s. Plus, we report on how a DOGE whistleblower is suing Elon Musk for defamation after the billionaire publicly called him a liar—and the next thing he knew, his life was in danger. Articles mentioned in this episode: What’s Worth More Than Cash in San Francisco Real Estate? Anthropic Stock This Is How Trump Finally Signed the AI Executive Order He Blew the Whistle on DOGE. Then His Brakes Were Cut You can follow Brian Barrett on Bluesky at @brbarrett , Zoë Schiffer on Bluesky at @zoeschiffer , and Leah Feiger on Bluesky at @leahfeiger . Write to us at [email protected] . How to Listen You can always listen to this week's podcast through the audio player on this page, but if you want to subscribe for free to get every episode, here's how: If you're on an iPhone or iPad, open the app called Podcasts, or just tap this link . You can also download an app like Overcast or Pocket Casts and search for “uncanny valley.” We’re on Spotify too. Transcript Note: This is an automated transcript, which may contain errors. Brian Barrett: Hey, this is Brian. Before we start, two quick things. If you've been enjoying listening to the show, we would appreciate it if you took a second to rate it in your podcast app of choice. It really helps us reach more people. And second, if you have any questions related to tech, privacy, or politics that you would like me, Zoë, and Leah to take on, now is the time to submit them to [email protected] . It doesn't matter how big or how small, we want to hear from you and get you answers. OK, on to the show. Zoë Schiffer: Hi guys. Brian Barrett: Hi everybody. We are far-flung today. Zoë Schiffer: I know. You're not even supposed to be here, but you're here. Brian Barrett: Couldn't miss it. I am out this week technically. I'm at the beach with my parents and my family and we're playing a lot of mini golf. That's basically it. Leah Feiger: That's pretty good stuff though. Who's winning? Brian Barrett: Grandma. Grandma crushing it. Zoë Schiffer: Wow. Brian Barrett: A terror on the links. Zoë Schiffer: Welcome to WIRED's Uncanny Valley . I'm Zoë Schiffer, director of business and industry. Brian Barrett: I'm Brian Barrett, executive editor. Leah Feiger: And I'm Leah Feiger, director of politics and science. Zoë Schiffer: Today on the show, we're diving into the IPO bonanza that the top AI companies are embarking on to the point where some real estate listings in San Francisco are looking for not just regular old cash but something that is considered even more valuable right now, stock in Anthropic and OpenAI . The madness is honestly just beginning. Leah Feiger: And this week the Trump administration announced an executive order asking AI companies to give the federal government access to their most advanced artificial intelligence models 30 days before their public release. This decision did not come that smoothly. We're going to discuss all the inside fighting that has been going on inside the administration when it comes to AI regulation and whether this executive order actually makes any difference. Brian Barrett: We'll also get into how hackers tricked Instagram's AI chatbot to access some high profile accounts, including President Obama's former White House account. And we'll talk about a DOGE whistleblower who says someone cut the brakes of his car a few days after Elon Musk boosted a claim that called him a liar. Zoë Schiffer: So you've probably already heard this week that Anthropic officially submitted its paperwork to go public . It did this confidentially and then it shouted it from the rooftops. Brian Barrett: And they beat OpenAI . Zoë Schiffer: And they beat OpenAI, which we will get into in just a moment. The company has not set the exact date or the specific amount of money it's seeking to raise, but with its current valuation, which is a mind-boggling $965 billion, that's billion with a B. It is well on its way to becoming one of the largest IPOs in history. Anthropic is joining a pretty crowded field. SpaceX , which owns xAI , already filed its paperwork to go public . That's probably happening in June. And OpenAI is also rumored to be announcing their own filing very, very soon. I asked OpenAI to weigh in after Anthropic filed and kind of whether they had already filed, were planning to and they said, "We are not going to comment, confirm, deny, speculate, pontificate, or elaborate." Brian Barrett: Wow. Zoë Schiffer: Which was— Leah Feiger: That's a great response. Zoë Schiffer: —so special. Yeah. Brian Barrett: When they bust out the thesaurus, you know it's serious. Zoë Schiffer: Yeah. I just responded, "Wow!" and that was left on read. So yeah, I mean, this is a full on race, though OpenAI has said it doesn't matter who goes public first. I think particularly in this moment when it feels like Anthropic is really ascendant and at least from a PR perspective, they're doing incredibly well. I think it matters that they have filed, that they're well on their way. But there's also a lot of stuff that needs to happen for SpaceX, for Anthropic, for OpenAI, for them to be able to go public. You need to be super buttoned up. You need to have all of your ducks in a row. And these are young and at times messy startups. Brian Barrett: Well, and poor SpaceX, which is not as young and was not as messy until they sort of had a forced adoption of XAI and all that goes with that. So I do feel bad for them that they were all of the things that you need to be until right up to the moment that they needed to be them and now they're just in the same AI mess as everybody else. Zoë Schiffer: Yeah, they really, really are. So there've been a lot of interesting sub-threads to this story as you might imagine. But one thing that I think you will both find very, very funny is that we have been seeing real estate listings in San Francisco say that they will accept stock in Anthropic or OpenAI in exchange for a house. And this has happened not just one time, multiple times. Brian Barrett: Incredible. Zoë, do we know if anyone has actually done a purchase like this yet or is that still— Zoë Schiffer: No, there are so many questions. My major one was how are they deciding the value of the—these aren't public companies. Also, do you need board approval to give away a bunch of your stock in exchange for a house? Leah Feiger: It feels like it's a handshake agreement to be honest. There can't be anything that official here. Zoë Schiffer: WIRED freelancer Arielle Pardes wrote a story for us about this and she asked the real estate agents, "How are your clients expecting these deals to go? " And everyone was kind of like, "No, we'll figure it out." But one of the agents did say that they've received a lot of interests and she claims specifically from Anthropic employees. There was one listing in particular that said they were only accepting Anthropic stock, not OpenAI because the guy who was selling the house likes Anthropic's products better. Brian Barrett: I think a couple things. One, it's also just a good marketing stunt we're talking about and listing the addresses of these very expensive houses for sale, regardless of how they buy them. It's just good on these realtors for ge