【文章标题】：Weekly Dose of Optimism #207 【文章标题】：每周乐观剂量 #207
【文章正文】： Hey friends 👋, 朋友们好 👋，
Happy Friday and welcome to our 207th Weekly Dose of Optimism. 周五快乐，欢迎来到我们的第207期每周乐观剂量。
It’s Puja’s birthday — happy birthday Puj! — and I’m taking the day off, so today is both late and light on commentary. Thankfully, the good guys didn’t take the day off - lots to report. 今天是 Puja 的生日——生日快乐 Puj！——而且我今天休息，所以今天这期既晚又评论简短。幸好，好人们没有休息——有很多要报道的。
Let’s get to it. 让我们开始吧。
In lieu of a sponsor, some of my favorites… 没有赞助商，取而代之的是我的一些最爱……
Matic Robots Matic Robots
- a home cleaning robot you can talk to (right link this time!).
- 一个可以对话的家用清洁机器人（这次链接对了！）。
Quince Quince
high quality … everything at affordable prices. half my wardrobe. 高品质……一切价格实惠。我半个衣柜都是它家的。
Notion Notion
not boring’s everything hub. not boring 的一切中心。
Ramp Ramp
Time is money. Save both. 时间就是金钱。两者都省。
Create Create
you should be taking creatine (and supporting Dan) - 30% off brother discount. 你应该服用肌酸（并支持 Dan）——兄弟折扣 30% 优惠。
(1) (1)
Merck-Moderna mRNA Cancer Vaccine Successful in Phase III 默克-莫德纳 mRNA 癌症疫苗 III 期试验成功
Over here at the Weekly Dose, we are half-Irish, we hate cancer, we love mRNA, so imagine our excitement when we saw the news that Merck and Moderna’s mRNA vaccine prevented melanoma (skin cancer) from recurring. 在《每周乐观剂量》这里，我们有一半爱尔兰血统，我们憎恨癌症，我们热爱 mRNA，所以当我们看到默克和莫德纳的 mRNA 疫苗防止黑色素瘤（皮肤癌）复发的消息时，可以想象我们有多兴奋。
Given with Keytruda after surgery in high‑risk melanoma patients, the vaccine significantly reduced the risk that cancer would return or spread compared with Keytruda alone. It’s the first successful late‑stage trial for a personalized mRNA cancer therapy and could lead to approval and launch around 2027. 在高风险黑色素瘤患者术后与 Keytruda 联合使用时，与单独使用 Keytruda 相比，该疫苗显著降低了癌症复发或扩散的风险。这是个性化 mRNA 癌症疗法首次成功的后期试验，并可能在 2027 年左右获得批准并上市。
Melanoma is just one kind of cancer, we’d rather no one get it in the first place, and the vaccine is still expensive and complicated, but cmon. We have promising personalized cancer vaccines. 黑色素瘤只是癌症的一种，我们更希望一开始就没人得癌症，而且疫苗仍然昂贵且复杂，但拜托。我们有了有前景的个性化癌症疫苗。
Say it with us… get fucked, Cancer. 和我们一起说……去你的，癌症。
(2) (2)
Voluntary attention regulates acute immune responses in humans 自愿注意调节人类急性免疫反应
Nofar Mizrachi, Menachem Rottem & Liron Rozenkrantz in Nature Human Behavior Nofar Mizrachi、Menachem Rottem 和 Liron Rozenkrantz 发表于《自然·人类行为》
In 在
Means and Meaning Means and Meaning
, ，
I argued that attention is the thing we are, and where we deliberately direct it is how we create meaning for ourselves. Apparently, it’s also how we regulate immune function. From the study: 我曾论证，注意力就是我们的本质，我们有意将其导向何处，就是我们为自己创造意义的方式。显然，它也是我们调节免疫功能的方式。来自该研究：
These results establish attention as a cognitive mechanism capable of regulating immune function in vivo. Situated within predictive and allostatic models of brain–body control, our results reframe perception as biologically consequential rather than merely experiential. 这些结果确立了注意力作为一种能够在体内调节免疫功能的认知机制。置于脑-体控制的预测和稳态应变模型之中，我们的结果将感知重新定义为具有生物学后果，而不仅仅是主观体验。
Attention really is all you need. 注意力真的就是你所需要的一切。
(3) (3)
Generalist… Generalizes? 通才……能泛化吗？
The holy grail in 机器人领域的圣杯是
robotics 机器人学
are robots who you can train on a bunch of specific data, then ask them to do something that’s not in the training data and they just do it. 是那种你可以用一堆特定数据训练它们，然后让它们做训练数据中没有的事情，它们就能直接做到的机器人。
According to robotics company Generalist, their GEN-1.5 is a one-shot learner: show it a few seconds of data, and it figures it out. It can learn from simulation, from watching humans, and even by chaining together smaller tasks. The 据机器人公司 Generalist 称，他们的 GEN-1.5 是一次性学习者：给它看几秒钟的数据，它就能弄明白。它可以从模拟中学习，从观察人类中学习，甚至通过将较小的任务串联起来学习。
thread 帖子
has a number of good examples. 中有很多很好的例子。
Robotics is really hard, and there are certainly a lot of things to figure out between this demonstration and billions of useful robots, but this is genuinely impressive and it seems like robots are going to happen sooner than later. 机器人技术真的很难，从这次演示到数十亿有用的机器人之间肯定还有很多问题需要解决，但这确实令人印象深刻，而且机器人似乎迟早会到来。
(4) Big Week for Routers (4) 路由器的重磅一周
Stripe Stripe
and 和
Ramp Ramp
and 和
Merge Merge
Routers help companies and developers … route their work to the right AI models for the job. Sometimes, you need frontier capabilities and are willing to pay for them. Others, cheap and fast is perfect. Ben Thompson has a characteristically good breakdown 路由器帮助公司和开发者……将他们的工作路由到适合任务的正确 AI 模型。有时，你需要前沿能力并愿意为此付费。其他时候，便宜快速就是完美。Ben Thompson 在 Stratechery 上有一篇他特有的精彩分析
in Stratechery 在 Stratechery 上
. 。
In early June, Markie Wagner told us that companies were going to start caring about 六月初，Markie Wagner 告诉我们，公司将开始关注
Return on Tokens (ROT) 代币回报率 (ROT)
, and she was right. Routers are one way to do that, and they have been ripping. ，她是对的。路由器是实现这一点的一种方式，而且它们一直表现强劲。
On Wednesday, leading router provider 周三，领先的路由器提供商
OpenRouter confirmed it’s being acquired by Stripe OpenRouter 确认将被 Stripe 收购
. The 。《
NYT NYT
reports 报道
they paid $7.5 billion. OpenRouter was founded by the founder of NFT marketplace OpenSea, Alex Atallah. 他们支付了 75 亿美元。OpenRouter 由 NFT 市场 OpenSea 的创始人 Alex Atallah 创立。
In the very same week, two of our not boring capital portfolio companies announced routers of their own. On Tuesday, 就在同一周，我们 not boring capital 投资组合中的两家公司宣布了自己的路由器。周二，
Merge Merge
launched Merge for Workforce, which lets companies spend 75x fewer tokens for better results. The next day, 推出了 Merge for Workforce，让公司可以用少 75 倍的代币获得更好的结果。第二天，
Ramp Ramp
announced that it purchased the domain 宣布购买了域名
router.com router.com
and to house its own 并用来承载其自己的
Router Router
product, intended, of course, to save companies time and money, this time on intelligence. 产品，当然，目的是为公司节省时间和金钱，这次是在智能方面。
Figuring out how to get the right intelligence at the lowest price automatically is going to be a huge market if the pace of AI adoption keeps up (and giving people better value may accelerate adoption further), so there will be a bunch of winners. What will be fascinating from a strategy nerd perspective is to see which of these companies’, and others’, set of assets lend themselves best to, and benefit the most from, routing. 如果 AI 采用的速度保持下去（而且给人们更好的价值可能会进一步加速采用），那么自动以最低价格获得正确智能将是一个巨大的市场，因此会有很多赢家。从战略迷的角度来看，令人着迷的是看看这些公司以及其他公司的哪组资产最适合路由，并从中获益最多。
(5) Big Week for Drones (5) 无人机的重磅一周
Zipline x Uber Zipline x Uber
and 和
Amazon Amazon
On Monday, Zipline and Uber 周一，Zipline 和 Uber
announced a partnership 宣布建立合作伙伴关系
through which Uber will invest in the drone company and together make 1 million deliveries a day by 2019. 通过该合作，Uber 将投资这家无人机公司，并共同在 2019 年前实现每天 100 万次配送。
On Wednesday, 周三，
TechCrunch reported TechCrunch 报道
that Amazon is expanding its Prime Air delivery service to reach 500 cities by the end of the year. 亚马逊正在扩大其 Prime Air 配送服务，到年底将覆盖 500 个城市。
These announcements come on the heels of DoorDash launching its 这些公告紧随 DoorDash 推出其
DoorDash Air DoorDash Air
in-house drone program. 内部无人机项目之后。
And yesterday, a Texas woman shared a video 昨天，一位德克萨斯州女性分享了一段视频