国防科技 (defense)
集里怎么说它
- 《硬科技复兴、智能体营收与单人创始人:YC 最前沿观察》(02:32起):本集三大宏观趋势之一:在受瞩目战争中长大的一代创始人投身防务,占比从约 1.5% 涨到约 5%;新一届政府以不同方式对待防务,新初创公司用 AI 建出传统主承包商建不出来的东西。
① 提到它的金句
11 条
实际上我认为人们会在国防行业感到惊讶,我们的行业周围可能比大多数商业行业有更多的护栏和负责任的 AI 努力。在美国这里有联邦法规禁止某些事情,而在商业领域人们为了安全问题可能只是激增并去做。
指向原始笔记的链接
I actually think people would be surprised in the defense industry that there is probably more guardrails and responsible AI efforts around our industry than most commercial industries. There are federal regulations here in The US that prohibit certain things that in the commercial space people might just surge and go do in terms of safety issues.
—— Chris Benson · [22:38]
因为每个人都可以写自己的框架,你的不一定比我的更好或更差,因为实际上就像,如果你的整个防御或护城河是你与其他所有东西的集成生态系统,嗯,我也可以 vibe code。所以,你到底有什么用?
指向原始笔记的链接
Because everyone can write their own framework, and yours is not not necessarily as better or worse than mine because it’s actually like, if your your whole defense or your moat is your ecosystem of integrations with everything else, well, I can vibe code that too. So, like, what the hell use are you?
—— Swyx · [16:04]
但我会说,也许我最劲爆的观点是,现在很多初创公司推出的国防科技产品,也许是其中的大多数,并不太有效,甚至可能完全没用。
指向原始笔记的链接
But I would say, yeah, maybe my hottest take is that a lot of the defense tech, maybe the majority of defense tech products that are being put out right now by startups are not very effective and maybe even like completely useless.
—— Sorin · [19:22]
它大于国防。它是所有这些的总和。
指向原始笔记的链接
It’s larger than defense. It’s all of these combined.
—— Farooq Malik · [60:33]
你不能像一些模型供应商那样声称某个基准达到了 92%,在事后审查中这不是一种辩护。
指向原始笔记的链接
You can’t claim like some model vendors said that they have 92% on some benchmark. It’s not a defense at a post-instant review.
—— Jared Joselowitz · [01:21]
我认为,你的备用提供商的吞吐量、容量或余量应该设得更高,因为那是你的最后一道防线。
指向原始笔记的链接
And I would argue that your throughputs or your capacity or your headroom should be even higher for the second provider or the fallback provider because that’s your last line of defense.
—— Kanish Manuja · [06:12]
我没有看到任何证据表明开源模型提供了任何重要的实时防御。
指向原始笔记的链接
I haven’t seen any evidence that open source models provided any significant real-time defense.
—— 嘉宾 · [16:04]
我认为对抗黑魔法唯一真正的防御是:第一步,深入投入部署前测试。
指向原始笔记的链接
I think the only real defense against the dark arts is step one to invest deeply in pre-deployment testing.
—— Sumanyu Sharma · [13:37]
能看到新的初创公司真正利用所有的 AI、所有的技术、所有新的建造方式,去建造坦率说那些防务主承包商建不出来的东西。
指向原始笔记的链接
To be able to see new startups that can actually take advantage of all of the AI, all of the tech, all of the new ways of building things to build things that, frankly, the defense primes can’t build.
—— 嘉宾 · [07:46]
确实,可能超过 60% 的客户支持请求,尤其是第一道防线,可以用 AI 处理。但尤其是在 B2B 方面,AI 就是不行。
指向原始笔记的链接
It’s true that probably over 60% of customer support requests, especially the first line of defense, can be handled with AI. But when it especially comes to B2B, like AI just doesn’t work.
—— Alex Mashrabov · [33:52]
除非你有一个强大的进攻来对抗,否则你谈不上有防御。
指向原始笔记的链接
You don’t have a defense unless you have a great offense to go up against.
—— Kevin Mandia · [11:29]
② 出现在这些集
1 集
- 《硬科技复兴、智能体营收与单人创始人:YC 最前沿观察》 — 作为概念
③ 关联
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