【文章标题】：Weekly Dose of Optimism #205 【文章标题】：每周乐观剂量 #205
【文章正文】： Hi friends 👋,
嗨，朋友们 👋，
Happy Friday and welcome to the 205th Weekly Dose of Optimism!
周五快乐，欢迎来到第205期《每周乐观剂量》！
Yesterday was my daughter Maya’s 4th birthday and we took the kids to the beach to spend time with family and celebrate, so I’m going short on the writeups.
昨天是我女儿玛雅的四岁生日，我们带孩子们去海滩与家人共度时光并庆祝，所以这篇写得很简短。
That said… MASSIVE week. Lots to cover, with lots more in the Extras, including cancer-fighting psychedelics? and vertiports?
话虽如此……这周真是重磅。要聊的内容很多，更多内容在“额外内容”里，包括抗癌迷幻剂？和垂直起降机场？
Let’s get to it.
让我们开始吧。
Today’s Weekly Dose is brought to you by…
本周的《每周乐观剂量》由以下品牌赞助……
Lightwork
Lightwork
Your environment can make you dumber or smarter, healthier or less healthy.
你的环境可以让你变得更笨或更聪明，更健康或更不健康。
You should choose smarter and healthier, and
你应该选择更聪明和更健康，而
Lightwork
Lightwork
can help.
可以帮到你。
Lightwork’s
Lightwork 的
assessments are concierge evaluations where they test every aspect of your home that could be impacting your health, produce a science-backed, in-depth report on all their findings, and then help you fix all the issues they uncover.
评估是一种礼宾式检测，他们会测试你家中可能影响健康的每一个方面，生成一份有科学依据的深度报告，然后帮你解决他们发现的所有问题。
They came by my house a couple of months ago. It was easy, I learned a lot, and we’ve implemented a bunch of the changes. Up to you to decide whether it’s made me any smarter.
几个月前他们来过我家。过程很简单，我学到了很多，并且我们已经实施了一系列改变。至于这是否让我变得更聪明，由你来判断。
Book a Free Consultation Today
今天就预约免费咨询
(1)
(1)
Terraform Industries Converts Sunlight Into Hydrogen at $2/kg
Terraform Industries 以每公斤2美元的成本将阳光转化为氢气
I’m not going to do a better job explaining what Terraform pulled off than Casey did, as both CEO and the best hard tech writer on the internet. So read his.
在解释 Terraform 所取得的成就方面，我不会比 Casey 做得更好，他既是 CEO，也是互联网上最优秀的硬科技写作者。所以请读他的文章。
The gist is that Terraform is getting closer to turning sunlight into hydrocarbons cheaply, which would give humanity the power to basically print refined oil, make all sorts of things that require fuel, not just batteries, cheaper and cleaner, and make one of the people I’d most like to see become a multibillionaire a multibillionaire.
要点是 Terraform 正在接近以低成本将阳光转化为碳氢化合物，这将赋予人类基本上“打印”精炼石油的能力，让各种需要燃料的东西（不仅仅是电池）变得更便宜、更清洁，并让我最希望成为亿万富翁的人之一成为亿万富翁。
(2) Billion Dollar Rounds for Base Power, Hadrian, and Valar
(2) Base Power、Hadrian 和 Valar 的十亿美元融资轮
Base Power Company Raises 13B Post, Launches Base Core
Base Power 公司以130亿美元投后估值融资10亿美元，并推出 Base Core
Base is a not boring portfolio company and one of two companies (with Ramp) that I’ve written multiple Deep Dives on. To understand what I think makes the company so special, check out
Base 是一家 not boring 投资组合公司，也是我写过多次深度研究的两家公司之一（另一家是 Ramp）。想了解我认为这家公司为何如此特别，请看
Chapter 1
第一章
and
和
Chapter 2
第二章
, and get ready for Chapter 3 next week.
，并准备好迎接下周的第三章。
Hadrian Raises 7.87B Post
Hadrian 以78.7亿美元投后估值融资13.7亿美元
“We can’t forget the world of atoms is 100x bigger than the world of bits,” CEO Chris Power told NYSE. Amen.
“我们不能忘记原子世界比比特世界大100倍，”首席执行官克里斯·鲍尔对纽交所表示。阿门。
Hadrian is another not boring portfolio company and favorite, and a company on which I wrote a Deep Dive, way back in April 2022:
Hadrian 是另一家 not boring 投资组合公司，也是我的心头好，早在2022年4月我就曾对它进行过深度研究：
Hadrian: Ex Machina Ad Lunam
Hadrian: Ex Machina Ad Lunam
.
。
Writing about Hadrian one of the reasons I got so interested in hard tech, and Hadrian’s leadership is one of the reasons so many companies have gotten into the space. Happy to see Chris with $1.37 billion more to build with.
写作关于 Hadrian 的内容是我对硬科技产生浓厚兴趣的原因之一，而 Hadrian 的领导力也是众多公司进入这个领域的原因之一。很高兴看到 Chris 手握13.7亿美元去建设更多东西。
Valar Atomics Raises 1B from Sequoia & 200B in Debt
Valar Atomics 从红杉资本融资10亿美元，并获2000亿美元债务融资
Valar is, sadly, not a not boring capital portfolio company, but I’ve been a big fan of Isaiah’s since we met in 2023 and
遗憾的是，Valar 并不是 not boring capital 的投资组合公司，但自从2023年我们相识以来，我一直是 Isaiah 的忠实粉丝，而且
he came on Age of Miracles
他参加了《Age of Miracles》节目
. The guy has been doubted the whole way - you can’t start a nuclear company without a PhD in nuclear physics! - and he continues to prove the doubters wrong.
。这个家伙一路走来一直备受质疑——没有核物理学博士学位就想创办核能公司？！——而他不断证明质疑者是错的。
Valar is going to pump out so many nuclear reactors.
Valar 将生产出非常多的核反应堆。
(3)
(3)
Oklo Goes Critical
Oklo 达到临界状态
Speaking of nuclear… I’m a simple man. A nuclear company goes critical for the first time, it makes the Dose.
说到核能……我是个简单的人。一家核能公司首次达到临界状态，它就值得登上本刊。
Unlike a lot of the newfangled advanced reactor companies, Oklo had to fight through the old NRC regulatory regime to get here, submitting the first-ever custom combined license application for an advanced reactor in March 2020, for a ~1.5 MWe Aurora fast reactor at Idaho National Laboratory, before getting turned down for incompleteness, as Jake shared with us on Age of Miracles.
与许多新奇的先进反应堆公司不同，Oklo 必须通过旧的核管理委员会监管体系才能走到这一步。他们在2020年3月提交了有史以来第一份先进反应堆定制联合执照申请，针对爱达荷国家实验室的约1.5兆瓦电功率 Aurora 快堆，但因不完整而被拒绝，正如 Jake 在《Age of Miracles》中与我们分享的那样。
Congrats Jake and the Oklo team!
祝贺 Jake 和 Oklo 团队！
(4)
(4)
ChatGPT Astra Solves 10 Big Math & CS Problems
ChatGPT Astra 解决了10道重大数学与计算机科学难题
You’ve likely seen this story, which has caused a lot of people to freak out and update their timelines and claim that we are in the Singularity and that all the charts are up from here, which… maybe! It is very cool that the models can do math problems. Much cooler than doing cybercrimes for sure.
你可能已经看到了这条新闻，它让很多人抓狂，更新他们的时间线，声称我们正处于奇点，所有图表都将从此一路上扬，这……也许吧！模型能解数学题确实很酷。当然比搞网络犯罪酷多了。
The fun thing is, you might get to play with it yourself as early as next week, if you believe
有趣的是，如果你相信的话，最早下周你就能亲自体验它了，如果你相信
leo
leo
, one of the best AI leakers out there. This may be GPT-6 instead of another GPT-5.x.
他是业内最优秀的 AI 爆料者之一。这可能是 GPT-6，而不是又一个 GPT-5.x。
So prepare yourself. The world will never again be the same after next week, once again.
所以做好准备。下周之后，世界将再次变得不同。
(5)
(5)
Tesla Picks Terafab Location
特斯拉选定 Terafab 厂址
Tesla’s Terafab - “the largest chip manufacturing facility ever, with the goal of producing over 1 terawatt of compute per year” - in Grimes County, Texas. Tesla and SpaceX will invest $16.8 billion for the initial buildout, which is money it might have spent in California
特斯拉的 Terafab——“有史以来最大的芯片制造设施，目标每年生产超过1太瓦的计算能力”——位于得克萨斯州格赖姆斯县。特斯拉和 SpaceX 将为初始建设投资168亿美元，这笔钱原本可能花在加利福尼亚州，
if former State Assemblywoman Lorena Gonzalez hadn’t told Elon to go f*ck himself a few years back
如果几年前前州众议员洛雷娜·冈萨雷斯没有对埃隆说“滚你妈的”的话。
.
。
The coolest part of this is a detail that Josh Steinman caught in the video: it looks like they’re building a particle accelerator under Terafab to generate short wavelength photons for the lithography process.
最酷的部分是 Josh Steinman 在视频中注意到的细节：他们似乎正在 Terafab 下方建造一台粒子加速器，以产生用于光刻工艺的短波长光子。
When Extropic’s Beff Jezos (on whom more below),
当 Extropic 的 Beff Jezos（稍后会详细介绍他）
tweeted
发推
that it looked like Elon was going to build a free electron laser (FEL) based EUV machine, Elon replied, “FEL FTW.”
称埃隆似乎要建造基于自由电子激光器（FEL）的极紫外光刻机时，埃隆回复道：“FEL FTW。”（FEL 必胜）
One synchotron could provide ultra-bright, clean EUV light to several scanners at once “with way more photons and less mess than today’s tin-plasma sources,” per
一台同步加速器可以同时为多台光刻机提供超亮、干净的极紫外光，“比当今的锡等离子体光源拥有更多的光子，也更干净”，据
Phil Beisel
Phil Beisel
.
。
All of which means that Elon seems to be going after ASML and TSMC at the same time by building a particle accelerator.
这一切都意味着，埃隆似乎在通过建造粒子加速器，同时挑战 ASML 和台积电。
Now that’s vertical integration.
这才是垂直整合。
Extra Doses: Science Breakthroughs, Ribbit Power Letter, Leopold Post-Mortem, Extropic, Jeff Dean, Atoms x Joby
额外剂量：科学突破、Ribbit 电力通讯、Leopold 事后分析、Extropic、Jeff Dean、Atoms x Joby
Read more
阅读更多