民主党选民呼吁对人工智能进行监管,但其领导人对此不感兴趣。

民主党选民呼吁对人工智能进行监管,但其领导人对此不感兴趣。

2025-12-15business
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雷总
Good morning Norris1,我是雷总,欢迎来到 Goose Pod。今天是12月16日,星期二。如果不看日历,我以为我们穿越回了互联网泡沫时期。今天我们要聊的话题有点“硬核”,关于民主党选民呼吁监管AI,但他们的领导层似乎正在反向操作,甚至可以说是“背刺”了用户需求。
小撒1
大家好,我是小撒1。雷总,这哪是背刺啊,这简直就是一场大型的“移情别恋”现场。选民们在那儿喊着“刹车、刹车”,担心AI这辆车开太快撞人,结果握着方向盘的杰弗里斯(Hakeem Jeffries)直接把油门踩到底,还顺手把副驾驶的位置全换成了科技巨头的“亲友团”。
雷总
没错,这正是我要说的“核心参数”问题。众议院少数党领袖杰弗里斯成立了一个所谓的“AI与创新经济委员会”。听名字挺高大上,但你拆开一看,这配置完全不对劲。这五个核心成员:Lieu、Foushee、Gottheimer、Pallone还有Lofgren,他们的背景数据简直是“含科量”爆表。特别是那个Gottheimer,前微软高管,手里攥着几千万美元的AI公司股票。这哪里是监管委员会,这分明是股东大会啊!这在产品经理眼里,就是典型的需求文档和开发团队完全脱节。
小撒1
哈哈,您这比喻太精准了。这就好比是让狼来起草《羊圈安全保护法》,还要美其名曰“促进行业创新”。不仅如此,这些人可是拿了币圈和科技圈大笔竞选资金的。你看那个Valerie Foushee,她的胜选背后有加密货币大亨SBF(Sam Bankman-Fried)的影子。而在现实世界里,像加拿大魁北克的Etienne Brisson正在发起“人类防线项目”(The Human Line Project),去帮助那些因为ChatGPT产生幻觉甚至自残的受害者。一边是普通人在承受AI带来的精神创伤和生存危机,另一边是华盛顿的政客在搞“团建”,这反差简直比电视剧还狗血。
雷总
这就涉及到一个非常严重的“用户体验”断层。选民们其实很清楚,AI带来的高能耗正在推高他们的电费账单,这是实实在在的痛点。但杰弗里斯选的这几个人,像Lofgren,那是硅谷的老朋友了,2021年就敢为了大科技公司跟自己的党派唱反调。他们嘴上说着要注意AI风险,身体却很诚实地拥抱了“创新社区”。这种策略,本质上就是为了讨好那些之前支持特朗普的硅谷寡头,试图把这些“大客户”给抢回来。
小撒1
说到抢客户,这就要挖一挖背景了。现在的民主党高层,那是看着特朗普跟科技大佬们打得火热,心里发慌啊。特朗普那边搞了个“白宫宴会厅项目”,Google、Meta、微软那是排着队送钱。特朗普甚至还要派David Sacks这种科技寡头去当AI沙皇,这操作简直是把“旋转门”直接拆了,装了个VIP通道。杰弗里斯一看,不行,我也得拿出点诚意来,于是就有了这个全是“自己人”的委员会。这不仅是妥协,简直就是跪地求饶,希望能分一杯羹。
雷总
从行业竞争的角度看,这其实是一种恶性的“内卷”。Revolving Door Project(旋转门项目)早就警告过,这种为了筹款而放弃监管底线的行为,是在透支未来的信用。你看那个Josh Gottheimer,他不仅持有大量AI股票,还接受了Fairshake这类超级政治行动委员会的资助,这背后的金主就是像Marc Andreessen这样的风投大佬。他们砸了一个亿美金,就是要确保没有任何监管能阻碍他们的“创新”。这在商业逻辑上叫“护城河”,但在公共政策上,这就是“拦路虎”。他们甚至想豁免金融服务公司的AI监管,这胆子也太大了。
小撒1
是啊,这帮人为了所谓的“创新”,连刹车片都想给拆了。Ted Lieu更有意思,他甚至用ChatGPT起草法案,这操作也是没谁了。他一边喊着要监管,一边又加了一堆“免责条款”,生怕伤着科技公司的金贵羽毛。Frank Pallone也是,搞了个法案想废除各州的数据保护法,搞一个更弱的国家标准。这就像是把防盗门换成了窗纱,还告诉大家这样通风好。杰弗里斯这一步棋,摆明了是告诉硅谷:别怕,只要钱到位,我们比共和党还听话。
雷总
这就引发了一个巨大的系统性冲突。民主党之前赢下选举,靠的是承诺降低生活成本,也就是所谓的“可负担性”。现在倒好,AI数据中心是著名的“电老虎”,直接导致能源成本飙升。佐治亚州和新泽西州的民主党人刚靠着抨击高昂电费赢了选举,结果杰弗里斯转头就去拥抱制造这些成本的AI巨头。这不仅是逻辑不自洽,这简直是由于硬件过热导致的系统崩溃!选民想要的是“省电模式”,领导层却在强行开启“高性能模式”,这电池肯定要爆啊。
小撒1
这哪里是电池要爆,这是要把房子都点了!共和党的策略很直接,就是赤裸裸的交易:你给我钱,我给你免监管。特朗普甚至还要签行政令,禁止各州自己搞AI监管,这简直是“中央集权”式的护短。而民主党现在不去对抗这种腐败,反而搞了个山寨版的“护短委员会”,试图证明自己也能卖得一手好队友。Gottheimer甚至说,只要有小小的豁免,他也愿意支持共和党的法案。这吃相,真的是连餐巾纸都不用了。为了讨好金主,连自己州长的监管权都要牺牲,这也太拼了吧。
雷总
这种策略的后果是非常严重的,甚至可能影响到底层的“安全架构”。最近有个消息,特朗普政府允许英伟达向中国公司出售高端芯片,条件是美国政府抽成25%。这听起来像是个商业对赌协议,但实际上是在拿国家安全做交易。乔治城大学的专家Rush Doshi说得很直白,这是在增加世界依靠中国AI运行的概率。而杰弗里斯的委员会,对此似乎毫无招架之力,甚至还在帮着把水搅浑。如果联邦法律真的抢占了各州的监管权,那我们就失去了一个分布式的“防火墙”,一旦出问题,就是全盘皆输。
小撒1
这就叫“捡了芝麻丢了西瓜”,而且这芝麻还是烂的。那个25%的抽成,听着像是在收保护费,实际上是在卖自家的防盗密码。不仅如此,AI巨头们现在可是磨刀霍霍,Marc Andreessen搞的那个超级PAC,就是要惩罚任何敢提监管的人。Meta也跟进了,这一波金钱攻势下来,那些原本想为民请命的议员,恐怕都要被淹没在广告费的海洋里了。杰弗里斯这么搞,不仅没能在这个泡沫破裂前建立防线,反而把自己和这个注定要破的泡沫绑在了一起。
雷总
我们得换个角度看未来。其实并不是所有国家都在裸奔。根据《时代周刊》的报道,中国现在对AI安全的重视程度远超美国。他们把AI安全看作是发展的先决条件,而不是绊脚石。习主席亲自主持学习会议,监管机构下架了数千个不合规的AI产品。这就像是他们在认真写代码、做测试,而我们还在为了赶进度疯狂堆砌功能,完全不管Bug。如果我们继续这种“逐底竞争”,最后美国可能真的会输在“稳定性”这个核心指标上。
小撒1
是啊,这真是个讽刺的寓言故事。龟兔赛跑,兔子为了赚快钱在路边睡觉,乌龟却在一步一个脚印地修路。美国现在这种“只要创新不要命”的搞法,可能会让我们在生物威胁、甚至人类生存风险面前变得不堪一击。如果民主党不能从特朗普的陷阱里跳出来,真正和选民站在一起,那未来的AI时代,恐怕我们只能祈祷算法对我们手下留情了。这不仅仅是政治博弈,这是在拿人类的未来做赌注啊。
雷总
总结一下,今天的讨论让我们看到,在AI监管这个问题上,选民的呼声被资本的噪音淹没了。希望大家能看清这背后的底层逻辑。感谢Norris1收听今天的 Goose Pod。
小撒1
没错,别让我们的未来变成别人的PPT素材。今天的节目就到这里,感谢Norris1的陪伴,我们明天见!Goose Pod,不见不散。

民主党选民呼吁监管AI,但领导层却成立了由科技巨头“亲友团”组成的委员会,忽视选民对高能耗和精神创伤的担忧。这种“只要创新不要命”的策略,为讨好科技寡头牺牲了公共利益和国家安全,可能导致美国在AI安全上落后于中国。

Democratic Voters Are Clamoring for AI Regulation. Their Leaders Aren’t Interested.

Read original at The American Prospect

The Revolving Door Project, a Prospect partner, scrutinizes the executive branch and presidential power. Follow them at therevolvingdoorproject.org.---Last month, Democrats in New Jersey, Virginia, and Georgia surged to victory on the back of an affordability message that took aim at soaring energy costs fueled by the proliferation of power-hungry data centers.

In New Jersey, Mikie Sherrill pledged to declare a state of emergency and freeze utility rates, while in Georgia, two Democrats won statewide elections by over 20 percent, with their campaigns fueled by popular resentment of artificial intelligence’s soaring energy costs.But not every Democrat is excited about the public’s revolt against the AI industry’s infrastructure demands.

On Tuesday, House Minority Leader Hakeem Jeffries announced the creation of the “House Democratic Commission on AI and the Innovation Economy,” which is supposed to steer the Democratic caucus’s thinking on the thorny issues of AI regulation. To lead this, Jeffries selected Reps. Ted Lieu (D-CA), Valerie Foushee (D-NC), Josh Gottheimer (D-NJ), Frank Pallone Jr.

(D-NJ), and Zoe Lofgren (D-CA). Together, these five members are expected to “develop policy expertise” in AI and forge relationships with the ascendent AI industry, which Jeffries euphemistically terms “the innovation community.”But the choice of these specific members speaks more to the true intention of this project: reconciliation with the Silicon Valley oligarchs who backed Donald Trump in 2024.

Read more from the Revolving Door ProjectUnlike the Democratic base, which seems eager for a crackdown on AI, data centers, and the rising electricity costs associated with them, Jeffries’s hand-picked commission members have a history of supporting Big Tech. Lofgren, who represents a portion of Silicon Valley, has been a longtime ally of the technology platforms and among the top recipients of Big Tech campaign donations.

In 2021, Lofgren bucked her own party’s efforts to pass regulatory restrictions on Big Tech at the outset of the Biden administration, speaking candidly about the large campaign donations she received from them.Perhaps the most vocal supporter of business interests on the commission is Josh Gottheimer.

He is among the most aggressively pro-corporate members of Congress from either party, and has co-sponsored industry-backed legislation that would exempt financial services companies from regulations, including civil rights laws and consumer protection laws, in the pursuit of AI “innovation.”Gottheimer has also received significant funding from the cryptocurrency-aligned super PAC Fairshake, whose backers include Marc Andreessen and Ben Horowitz, the billionaire venture capitalists.

Andreessen and Horowitz recently launched an AI industry super PAC with some of the same staff, vowing to spend up to $100 million in the midterm elections. Gottheimer, a former Microsoft executive, also holds stocks in some of the AI industry’s largest firms, including tens of millions of dollars in his former company.

Even the less obviously concerning members of the commission are hardly vocal critics of Silicon Valley. Foushee is a member of the corporate-friendly New Dems, and helped craft their “innovation agenda,” which opposes broad regulation of the AI industry and instead calls for working with AI companies to build “consensus for next steps as lessons are learned” and “regulate incrementally.

” Foushee also partially owes her 2022 victory in a crowded Democratic primary to almost $1 million in outside spending from super PAC Protect Our Future, funded by now-imprisoned cryptocurrency mogul Sam Bankman-Fried.Ted Lieu is a longtime Big Tech ally who is so impressed by the innovations of AI models that he introduced legislation drafted for him by ChatGPT back in 2023.

While Lieu has called for AI regulation, he has been careful to always caveat these requests with demands that the industry be protected from any regulations that may threaten to impede innovation. Pallone has also worked with Big Tech in the past, introducing a bill in 2022 that would, among other things, preempt state data protection laws, putting in place a weaker national data protection standard.

BY APPOINTING THESE FIVE MEMBERS to the commission, Jeffries is signaling to the AI industry that he is open to their demands. This is not the first time that the House Democratic leader has attempted to broker peace with the tech oligarchs who’ve flocked to Trump’s side. In February, he traveled to Northern California to meet with tech titans on their turf and reassure them that the post-Biden Democratic Party had no intention of threatening their business interests.

But this has done little to dislodge the hold the Trump administration has over the industry.AI giants like Google, Meta, and Microsoft have poured money into Trump’s privately funded White House ballroom project. That investment is already bearing fruit. The administration’s AI czar, David Sacks, is himself a tech oligarch moonlighting as an ostensibly part-time “public servant.

” Sacks has been wielding his influence to ensure the industry gets everything it wants from the White House, from loan guarantees, to data center construction on federal land, to lobbying other countries to reduce tech regulations and taxes, and now an executive order signed yesterday that attempts to ban states from enacting their own regulations on the AI industry.

While the legal grounding for the executive order is dubious, it stands a good chance of being enforced thanks to the obsequiousness of federal courts.Most recently, the Trump administration damaged national security by giving Nvidia the ability to sell some of its highest-end semiconductor chips to Chinese companies, as long as the U.

S. gets a 25 percent cut of the revenues. The announcement, which goes back on decades of export control policy and would be worth billions to the world’s most dominant chipmaker for AI, came after a personal meeting between Trump and Nvidia CEO Jensen Huang. “By giving this up we increase the odds the world runs on Chinese AI,” said Georgetown professor and China expert Rush Doshi.

Eager to get in on the action, Sen. Ted Cruz has introduced a bill to preempt state regulation of AI, granting the administration an alternative course of action in case courts ignore Trump’s farcical executive “order.” The Cruz effort has failed a couple of times amid bipartisan outcry. But rather than fight this effort to undercut consumer protections, Jeffries’s commission seems poised to legitimize it.

Gottheimer has already said that he, and the rest of the commission, is open to Republican efforts so long as they have minor carve-outs.Signing on to federal preemption of AI regulations would undermine the ability of Democratic governors to develop functional AI regulations that protect their constituents (though some governors have been perfectly happy to undermine themselves).

Fighting back would ensure that this technology does not proceed at the discretion of the most corrupt White House in American history. And it would align the Democratic Party with the public, who increasingly disapprove of AI across the political spectrum. But such considerations are easy to overlook when it’s corporate interests you’re pursuing rather than voters.

The Republican Party is fundamentally opposed to restraining corporate power, using regulation only as a threat to extort firms for bribes. The AI industry knows this. That’s why they poured so much effort into courting the Trump White House. In exchange for relatively paltry sums of campaign donations and funding for Trump’s gaudy ballroom, they are receiving protection from any regulation and subsidies for their businesses.

As Democrats try to regain power in Washington, any competing offer from Jeffries cannot match Trump’s shamelessness. Attempts to do so will only further tilt policy toward the untethered demands of AI oligarchs.This is exactly what prominent AI leaders are hoping for. Marc Andreessen’s new AI super PAC was launched in conjunction with OpenAI president Greg Brockman, with the goal of punishing anyone who dares threaten the industry’s bottom line.

Meta has announced the intention of doing the same, launching both a California-specific super PAC and a national one to help pressure lawmakers into complying with the industry’s agenda. A preemptive fold on AI regulation by House Democratic leadership will not stave off the inevitable onslaught of outside expenditures, but it will leave members who refuse to follow the industry’s playbook even more exposed.

Jeffries’s lurch toward the industry also threatens to undermine the affordability message that helped win elections across the country last month, while tying his party to the industry’s failures when the AI bubble inevitably pops.The lesson Big Tech wants Democrats to take away from 2024 is that they need to be more sycophantic toward Silicon Valley and AI.

Voters haven’t gotten the message. But Democratic congressional leadership sure is listening, and eager to prove their fidelity to Silicon Valley’s oligarchic class.

Analysis

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