施密特等撰文：OpenAI 与 Anthropic 如同现代殖民贸易公司
原标题：Ex-Google CEO Eric Schmidt calls OpenAI and Anthropic modern colonial trading companies
AI 摘要
历史学家 Niall Ferguson、研究员 Lisa Klaassen 与前谷歌 CEO Eric Schmidt 在《外交事务》撰文，将 OpenAI 和 Anthropic 比作殖民时代的东印度公司，认为美中两国已瓜分全球 AI 市场，其他国家正沦为依赖者。文章以 6 月美国商务部要求 Anthropic 切断外国用户访问其最强模型为例，说明 AI 实验室虽与政府谈判却受政府牵制。作者还指出，美国靠债务融资的巨额 AI 投资与中国政府主导的投入都面临财政压力，并警告台积电所在的台湾是整条 AI 供应链最大的脆弱点。
正文节选
Ex-Google CEO Eric Schmidt calls OpenAI and Anthropic modern colonial trading companies Key Points - The US and China have locked up the global AI market. Expanding it takes enormous capital, energy, and cutting-edge chips that no other country can supply at scale. - Their strategies are mirror images. Washington trades closed systems for political loyalty, while Beijing gives away open-weight models to spread its own standards. Both face mounting financial pressure from sky-high investment and