集里怎么说它

• 《沙堡时代：AI 赢家的画像变了——投资人 Eric 谈算力、云与机器人》(08:39起):本集说他担心的不是宏观而是能源：模型把算力高效转化为智能、对智能的需求无限，算力就需要大量能源，而中国明年新增能源可能是美国的十倍；解法是太阳能、核能、天然气全都去做。
• 《卖数据中心、卖 GPU、再卖 token:Crusoe 的 AI 算力生意经》(00:13起):本集的底层判断:算力的瓶颈是能源,所以 AI 基础设施会分布到能源低成本且充足的地方;能源也是当前两大供应瓶颈之一。

① 提到它的金句

26 条

AGI 只是必要条件但非充分条件。很多价值仍然需要大量建设者的努力，才能真正将这种新能源引导成我们人类喜欢使用并解决我们某些问题的东西。
AGI is just necessary but not sufficient. A lot of the value is still going to require a bunch of hustle from a lot of builders to really turn that new source of energy and channel it into something that we humans want to use that solves some of our problems.
—— Peter Deng · [08:15]

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人们不一定会像注意到你的精力那样注意到你的皱纹。
People won’t necessarily notice your wrinkles as much as they’ll notice your energy.
—— Chip Connolly · [31:45]

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我看到一些表现最好的人只是那些具有很高主观能动性、具有那个时钟速度、有那种精力的人，但他们不一定需要在这个主题上有深厚的经验。
I saw some of the highest performers just being people that had very high agency, had that clock speed, had that energy, but they didn’t necessarily need to have deep experience on that matter.
—— Albert Cheng · [00:54]

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我们在科技行业工作，我们应该把我们自己、我们所有的时间、所有的精力都献给这项事业，而且这纯粹是合乎逻辑的。这完全不是真的。这完全是情绪化的。专业人士是有感情的。
We operate in tech. We’re supposed to give all of ourselves, all of our time, all of our energy to this endeavor, and it’s purely logical. That’s not at all true. It’s completely emotional. Professionals have feelings.
—— Rachel Lockett · [00:32]

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如果你消耗大量能源,但同时也为社会创造大量价值,这个故事一直是非常精彩的。
if you use a lot of energy, but also create a lot of value for society, the story has been fantastic.
—— Satya Nadella · [33:52]

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它来得越快越好。我认为它是我们所有人都能生产和消费的最密集的能源形式。而且它还是清洁的。
It can’t come soon enough. I think it is the densest form of energy we can all produce and consume. And it’s also clean.
—— Sachin Katti · [11:20]

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你应该把所有的精力都投入到构建事物上,抵制那些唾手可得的抨击。
and you should put all of your energy into building stuff and resist the easy shots.
—— Sam Altman · [22:38]

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如果 Transformer 是有利可图的,如果你可以花费更多的努力和资源来扩大 Transformer 以在下一个季度获胜,那么很难把大量的注意力和精力投入到可能在一两年内更好或重新定义该领域的事情上。
If Transformer is profitable and if you can spend more efforts and more resources scaling Transformer to win in the next quarter, it’s very hard to put at least a lot of attention and a lot of energy to work on something that will maybe better or maybe will redefine the field in a year or two.
—— Jerry Tworek · [13:28]

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所以那个系统在几年后产生了一个芯片,其能效比当时的 CPU 和 GPU 高 30 到 80 倍,而且延迟也低得多,比如延迟降低了 20 到 30 倍。
And so that system produced a chip a couple of years later that was 30 to 80 times more energy efficient than CPUs and GPUs of the day, and also much, much lower latency, like 20 to 30x lower latency.
—— Jeff Dean · [08:12]

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太阳系中 99.999% 的能量来自太阳。
99.999% of the energy in the solar system is from the sun.
—— Philip Johnston · [28:59]

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所以 ASIC 将把效率提高或能耗降低 98%。
So the ASICs will bring efficiency or energy consumption down 98%.
—— Paolo Ardoino · [24:40]

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但对我来说更重要的事情是，我认为中国明年新增的能源是我们的十倍，在美国这里。
But the bigger thing to me is that I think China’s bringing on 10 times as much energy next year as we are in the US.
—— Eric Vishria · [28:28]

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人类会赢还是机器会赢——我认为这让我们分心，在某些情况下，没有把我们集体的社会能量投入到建设一个人人皆赢的未来。
will humans win or machines win, I think that is distracting us from, in some cases, putting, you know, our collective societal energy towards building a future where everyone wins,
—— Hayden Brown · [30:27]

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字面上就像把能量转化为智能，你只是在过程中用美元进行交易。
It’s literally like translating energy into intelligence, and you’re just trading dollars along the way.
—— Eno Reyes · [29:13]

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我的合伙人 Chris Dixon 把这称为「跟随书呆子能量」。书呆子在晚上和周末在做什么，很可能就是我们这些普通人未来要做的事。
My partner, Chris Dixon, calls it following the nerd energy. Like, what is the nerd doing on nights and weekends is probably what us normies will be doing in the future.
—— Jen Kha · [03:38]

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它从根本上改变了我能做的事情的规模，我过去常常碰壁的时间、精力、能力等限制要低得多了。
It has fundamentally changed the scale of what I can do, the limits of what I use to bump up against time, energy, capacity are way lower.
—— 嘉宾 · [19:12]

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我认为那是胡扯，因为无论是能源、液冷，还是所有能让数据中心变得更好的东西，这些都是可以在这里创造、在这里完成的工作岗位。
I call BS on that because if you think about whether it’s around energy, liquid cooling, all of the things that make the data center better, those are all jobs that can be created and done here.
—— Rene Haas · [28:38]

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如果那个人是用 AI 而不是太多自己的思考生成的那个文档,我认为让其他人用自己的精力去消化那个文档是不合理的。
If the person used AI and not a lot of their own thinking to generate that document, I don’t think it’s reasonable that the other people will use their own energy to consume the document.
—— Tyler Folkman · [27:51]

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有很多对科技行业积压的情绪，最后可能全都汇入 AI 监管。
There’s a lot of pent-up energy against tech that could end up just all siphoning into AI regulation.
—— Aaron Levie · [23:30]

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但另一方面，我们需要用来驱动那个 K3 模型的芯片，在能效上大约比人脑低了一百万倍左右。
But on the other hand, that K3 chip that we need to fuel that K3 model is about a million times more or less energy efficient than what the human brain is.
—— Steven · [08:12]

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如果你问一个数据中心的 CTO 什么让他夜不能寐,能耗是第一位的答案,因为这对他们来说是生死攸关的问题。
If you’re asking a CTO of a data center what keeps you awake at night, the energy consumption is answer number one because it’s existential to them.
—— Rorik · [07:12]

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每一个深科技范式转变都需要一个杀手级应用,光子学在科学方面已经酝酿了 20 多年、30 多年。数据中心和 AI 的能耗就是那个杀手级应用。
Every deep deck paradigm shift needs a killer app for photonics more than 20 years in the making, 30 years in the making on the science side. Energy consumption by data centers and AI is that killer app.
—— Rorik · [08:09]

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支撑 AI 的基础设施不会是集中式的,它会分布在能源低成本且充沛的地方。
The infrastructure to support AI wasn’t going to be centralized. It was going to be distributed where energy was low cost and abundant.
—— Chase Lochmiller · [00:09]

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能源价格实际上在下降,这其实与人们所讲的叙事完全相反。
Energy prices actually come down. It’s actually the opposite of the narrative that’s being told.
—— Chase Lochmiller · [00:17]

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因为在 AI 数字时代，能源容量等于经济容量。
Because in a AI digital age, energy capacity equals economic capacity.
—— Pat Gelsinger · [43:53]

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而且我认为你会看到越来越多的数据中心项目出现违约，因为能源不会到位。
And I think you’re going to see more and more defaults happening on many of those data center projects because the energy won’t be there.
—— Pat Gelsinger · [45:28]

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② 出现在这些集

2 集

• 《沙堡时代：AI 赢家的画像变了——投资人 Eric 谈算力、云与机器人》 — 作为概念
• 《卖数据中心、卖 GPU、再卖 token:Crusoe 的 AI 算力生意经》 — 作为概念

③ 关联

点进去有真内容 —— 本页主要出口

Fireworks · NVIDIA · 推理 · 后训练 · Patrick O’Shaughnessy · Chase Lochmiller · Eric Vishria · Harry Stebbings · Sierra · Crusoe