钞票飞舞的AI人才抢夺赛,Sam Altman:巨头在赌天选之人实现 AGI 突破

marsbitPublished on 2025-08-09Last updated on 2025-08-10

2025 年,科技圈最激烈的战线不在芯片或平台,而是在人。Meta、微软、Google、OpenAI 等巨头正以动辄数亿美元的合约,争夺能带领人类迈向「AGI」的顶尖 AI 研究员。

OpenAI 首席执行官 Sam Altman 近日在 CNBC 受访时坦言,这是他「职业生涯中见过最激烈的人才市场,但如果你考虑到这些人创造的经济价值,以及我们在计算方面的投入,你就会知道,市场可能会一直保持这种状态。」。

当钞票如同火箭燃料般被点燃,市场、公司与人才都被推上前所未有的高度。

钞票飞舞的薪酬竞赛

短短一年,AI 薪资天花板不断被改写。Meta 首席执行官祖克柏亲自出马,向一名 24 岁研究员 Matt Deitke 端出 4 年 2.5 亿美元合约,首年就有 1 亿美元入袋,这些方案大多由高底薪、巨额签约奖金与即时归属股权组成。

Altman 指出,巨头愿意承担成本,是因为对「AGI」突破的期盼,以及背后百亿美元等级的算力投入。

人才竞争

研究员 Matt Deitke 被祖克柏招揽入 Meta

Altman 提示的视角差距

在市场把目光打向少数明星工程师时,Altman 提出反思:真正具突破潜力的人选,可能远比外界估算更庞大。他估计,全球拥有关键能力的人数可能是数千甚至数万。「我敢打赌它比人们想像的要大得多,但一些公司只追逐那些闪耀的名字。」

他说:巨头集中押注,是对不确定性的直接回应,也是一种期望「天才灵光一闪」的赌局,结果如何我们当前尚不得而知。然而 Altman 暗示,真正创新也许来自「中等规模的少数人」对算法的关键突破,而非当下最昂贵的明星。

金钱以外的留才关键

不过高薪只是入场券,能否留住人,还要看文化与使命。Meta 开价虽惊人,但数据显示招募结果并不稳定。像 Andrew Tulloch 就被指曾拒绝 15 亿美元报价。

许多人才在意的是研究自由度、前沿挑战与与高手切磋的机会。微软主打「创业公司般文化」,Google 强调世界级计算资源、OpenAI 则宣布向全体员工发放 150 万美元留任奖金,顶尖工程师要的不只是钞票,还想在历史转折点上留下痕迹。

产业与资本的连锁效应

未来资本预期将进一步集中到少数 AI 巨头与独角兽,「大者愈大」的效应难以忽视。对投资人而言,必须审视天价薪资对长期获利与股东回报的影响;对初创公司而言,若无独特技术或愿景,将难以与巨头竞争。

但金钱可以点燃战火,却无法决定胜负,打造能激发使命感与合作火花的环境也是重中之重。Altman 指出,广大且多元的人才沃土才是推进「AGI」的真正燃料。对硅谷与华尔街而言,如何在高溢价与长期创新间取得平衡,将决定下一个十年的技术版图。

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