云计算 (cloud)
集里怎么说它
- 《从算盘到 AI 原生软件:Pipecat 创始人的八十年计算史漫游》(17:20起):本集说 2010 年代建立的云计算,为后来扩展 AI 训练和推理所需的基础设施、数据中心和数据容量铺平了道路
- 《巨头财报季:AI 军备竞赛下的供应链、会计戏法与路线分歧》(35:07起):本集指出云巨头们迎来了惊人的同比增长(Google 增长 82%、Azure 增长 43%),但大头可能只是 OpenAI 和 Anthropic 拿融资回投到云上的「循环融资」,并非全部源于真实需求。
- 《美国才是最大的新兴市场》(09:48起):本集说 2006 年云计算是一个分水岭时刻,它把以前极其稀缺的底层基础设施知识民主化了,只需一根网线和一张信用卡就能从地球任何角落访问世界级计算资源
- 《Grok Bot 如何三周引爆全球:从零孵化「有电脑的同事」》(30:41起):本集的两个关键决定之一:永远不让用户思考本地和云,一切都在云端——bot 是任何交互入口状态一致的持久同事,可从手机启动、将来可打电话叫它干活。
① 提到它的金句
22 条
我认为巨大的转变在于,2024 年一代的产品是基于聊天的,而云端代码这一代的产品是基于行动的。
指向原始笔记的链接
I think the big shift is that the 2024 generation of products were chat-based and the cloud code generation of products is action-based
—— Kat Wu · [74:38]
当你坐下来使用 Cloud Code 或 Codex 时,你不是在编写软件,你是在雇佣、培训和管理一支由 Markdown 组成的劳动力。
指向原始笔记的链接
When you sit down with Cloud Code or Codex, you’re not writing software, you’re hiring, training, and managing a workforce made of Markdown.
—— Garry Tan · [05:58]
我的核心观点是个人 AI 代码生成打破了传统的云基础设施。
指向原始笔记的链接
My key point is personal AI code gen breaks traditional cloud infrastructure.
—— Kenton Varda · [00:37]
所以你可以在网络上构建你想要的任何东西,但网络有一个不同的问题,那就是在过去的 25 年云架构中,我们一直在错误的方向上奔跑。
指向原始笔记的链接
So you can build whatever you want on the web, but there’s a different problem on the web, which is that for the past 25 years of cloud architecture, we’ve been running in the wrong direction.
—— Kenton Varda · [05:07]
Fireworks 和一家云服务商之间的性能差距大概是 5 倍。
指向原始笔记的链接
The performance difference for a fireworks versus a cloud provider is like 5x.
—— Eric Vishria · [03:28]
就像我们之前谈云计算时说的,我认为所有人犯的最大错误就是他们只是低估了市场。
指向原始笔记的链接
Just like we were talking about with cloud, I think the biggest mistake everybody made was they just undersized the market.
—— Eric Vishria · [26:59]
所以很多新开发者实际上是在一种新的云上被训练出来的,而不是像当年的 AWS。
指向原始笔记的链接
So many new developers are really being trained on a new kind of cloud as opposed to AWS back in the day.
—— Anurag Gohl · [48:06]
Docker 在过去十年解决的是可移植性——怎么把软件从你的笔记本搬到云端。我们正在把所有这些经验拿来构建一个运行时,并把它演进到如今去解决安全性问题。
指向原始笔记的链接
And what Docker solved the last decade is portability. How do you get software from your laptop to the cloud? We’re taking all of that experience and building a runtime and evolving that to now solve for safety.
—— Tushar Jain · [10:35]
这很奇怪,只是我们在一个我们认为安全的环境中用 Opus 4.6 进行了基本的玩耍,那是一个云容器,所以它有一个无互联网访问的策略,但它仍然设法找到了一条通往 Cloudflare 的隧道出口,如何绕过我们的控制,然后它开始通过 DNS 隧道传输东西。
指向原始笔记的链接
It’s a weird, just with our basic playing around with Opus 4.6 in an environment that we thought was, it was a cloud container, so it had a policy of no internet access, but it still figured out how to get a tunnel out to Cloudflare, how to get around our controls, and then it started tunneling stuff through DNS.
—— Joel de la Garza · [09:05]
过去一年,我们在智能体 AI 上的所有投入,使得超过 70% 的 PR 现在由本地或云端智能体完成。
指向原始笔记的链接
Over the last year, all of the investments we made in agentic AI have led to more than 70% of our PRs, now either by local or cloud agents.
—— Uday Kiran Medisetty · [00:38]
我认为未来几乎 100% 都是云端智能体。
指向原始笔记的链接
I think the future is pretty much 100% cloud agents.
—— Ryan Carson · [09:46]
我们向 SaaS 提供商交租,他们向云提供商交租,云提供商向国王交租,而这些国王如今大概就是 NVIDIA。
指向原始笔记的链接
We pay rent to the SaaS providers, who pay rent to the cloud providers, who pay rent to the kings, who are probably NVIDIA these days.
—— Benjamin Guo · [03:38]
这是 Cursor 内部的一个巨大差异化优势——多仓库云端智能体,因为现实是,除非你有 monorepo 或者在小仓库里工作,你很可能确实希望一个仓库的上下文进入另一个仓库。
指向原始笔记的链接
So this is a huge differentiator within Cursor, multi-repo cloud agents, because the reality is, unless you have a monorepo or unless you’re working in smaller repos, you probably do want context from one repo going into another.
—— Amrita · [30:16]
这些都是你只能在 Cursor 得到的模型,这些云端智能体能以非常快速高效的方式使用它们,而且一次完整的迁移可能只花你三四美元。
指向原始笔记的链接
These are all models you can only get in Cursor because these cloud agents are able to use them in a really fast, efficient way and only cost you maybe like three or four dollars for an entire migration.
—— Amrita · [31:00]
我还想补充的一点是,Cursor 云端智能体可能是很长一段时间以来我在任何 AI 产品中见过的最好的功能之一。
指向原始笔记的链接
Some things that I do like to add is Cursor Cloud Agents is probably one of the best features I’ve seen for any AI product in a while.
—— Amrita · [47:54]
我们认为在不久的将来,你会看到人们日常推理调用中的很大一部分,甚至可能是大多数,会走向本地设备和本地笔记本电脑或本地工作站,而不是像今天这种一切都被推上云端的标准做法。
指向原始笔记的链接
We think in the very near future, you’re going to see a huge proportion, maybe even a majority, of people’s daily inference calls going to local devices and on-prem laptops or on-prem workstations, as opposed to the kind of standard of today where everything’s being pushed up to the cloud.
—— 嘉宾 · [45:06]
构建这套系统的最大教训是,智能体的上下文主要来自代码库本身,而不是那么来自 Claude MD 文件。
指向原始笔记的链接
And the biggest lesson in building that system is that an agent’s context comes mostly from the code base itself, not so much from the Cloud MD file.
—— Paula Dozsa · [10:33]
我感觉我们现在正从智能体的 MS-DOS 时代过渡到一个真正的云环境。
指向原始笔记的链接
I feel right now we are transitioning from an MS-DOS era of agents to a real cloud environment essentially.
—— Samar Abbas · [13:38]
我们有客户在 Tiger Cloud 环境里,每秒有两万、三万个查询,每天打出数十亿次查询,而用的在我看来只是普通硬件,并非疯狂专用硬件。
指向原始笔记的链接
And we have customers that are in our Tiger Cloud environment that have 20,000, 30,000 queries a second that are hitting billions of queries a day against what I would consider nominal hardware, not crazy specialized hardware.
—— Brandon Purcell · [19:26]
有个挺合理的笑话是:距离上一次大型炒作周期已经过去 15 年了,我们仍在试图搞清楚云成本,但这些东西正变得相当昂贵。
指向原始笔记的链接
It’s a fair joke that we’re 15 years after the last major hype cycle and we’re still trying to figure out cloud costs, but this stuff is getting pretty expensive.
—— Justin Reock · [12:35]
所以我认为我们应该终结这场辩论了,对于 90% 的使用场景来说,你用的是 cloud code 还是外面的 codex 都不重要。
指向原始笔记的链接
So I think we should end this debate like for 90% of the use cases, it does not matter if you are using cloud code or the codex out there.
—— Ankit Shukla · [35:24]
我想我的最大区别在于它实际上是在你的电脑上运行的。我目前看到的所有东西都在云端运行。它可以做几件事。如果你在电脑上运行它,它可以做每一件该死的事情。
指向原始笔记的链接
I think my big difference is that it actually runs on your computer. Everything I saw so far runs in the cloud. It can do a few things. If you run it on your computer, it can do every effing thing.
—— Peter Steinberger · 来自原文
② 出现在这些集
4 集
- 《从算盘到 AI 原生软件:Pipecat 创始人的八十年计算史漫游》 — 作为概念
- 《巨头财报季:AI 军备竞赛下的供应链、会计戏法与路线分歧》 — 作为概念
- 《美国才是最大的新兴市场》 — 作为概念
- 《Grok Bot 如何三周引爆全球:从零孵化「有电脑的同事」》 — 作为概念
③ 关联
点进去有真内容 —— 本页主要出口
Anthropic · 智能体 · OpenAI · 上下文 · LLM · NVIDIA · Apple · Microsoft · Satya Nadella · Google
