Adam
① 他说过的话
14 条
上市后的头 18 个月,我们跌了 92%。
指向原始笔记的链接
We dropped 92% in the first 18 months of being public.
—— Adam · [00:09]
Basil 可能亲自写了公司大概 60% 的代码。
指向原始笔记的链接
Basel probably wrote, I don’t know, 60% of the code of the company himself.
—— Adam · [06:53]
技术迭代非常快，你必须对你已有的东西保持谦逊，并且要明白，如果技术跑得比你开发的还快，你就得扔掉手上的东西，重新做架构、重建，而且这种情况大概每几年就会发生一次，未来甚至更快。
指向原始笔记的链接
Technology moves really fast, and you’ve got to be humble about what you have and know that if technology goes faster than what you’ve developed, you’ve got to throw away what you have and re-architect it, rebuild it, and it’s probably going to happen every couple years or even faster in the future.
—— Adam · [09:38]
因此，他们想投钱进来，而我们交付了如此多的价值，以至于他们非常迫切地想和我们合作，而不是反过来。
指向原始笔记的链接
So therefore, they want to put money in and we’re delivering so much value that they’re really desperate to work with us, not the other way around.
—— Adam · [21:25]
你看到的是工程师——甚至都没和业务人员沟通过的工程师——坐在早餐桌前，在一张餐巾纸上，为一个我们从未讨论过的问题写出一个解决方案，然后这东西可能会变成一门大生意。
指向原始笔记的链接
You have engineers that didn’t even talk to a business person sitting down together at breakfast on a napkin, writing out a solution to a problem that we never even discussed, and then something that could become a big business.
—— Adam · [26:46]
我想事实可能是，今天使用 AI 的人里 99% 只是把它当作一个搜索引擎。
指向原始笔记的链接
I think the fact is probably 99% of people that use AI today just use it as a search engine.
—— Adam · [52:49]
你不能直接裁掉一批人然后说，好吧，剩下的人会自己搞明白的，因为你怎么知道该裁谁、不该裁谁？
指向原始笔记的链接
You can’t just cut people out and say, okay, the rest are going to figure it out because how do you know who to cut and who not to cut?
—— Adam · [53:49]
我们在上市后的前 18 个月里跌了 92%。
指向原始笔记的链接
We dropped 92% in the first 18 months of being public.
—— Adam · [65:45]
我们要成为自己最好的投资者。
指向原始笔记的链接
We’re going to become our best investor.
—— Adam · [68:06]
我们在努力打造一个希望在我们两人都不在了之后还能延续多年的东西。
指向原始笔记的链接
We’re trying to build something that hopefully lasts years after we’re both gone.
—— Adam · [71:27]
世界上只有三家公司生产内存，占 95% 的市场——美光、SK 海力士和三星。
指向原始笔记的链接
There’s only three companies in the world that produce memory, which is 95% of the market, Micron, SK Hynix, and Samsung.
—— Adam · [05:08]
所以你看到今年仅芯片的内存部分价格就上涨了 700%。
指向原始笔记的链接
So you’ve seen prices rise by 700% this year just for the memory part of the chip.
—— Adam · [05:27]
目前它位于集群之间，我们用的是线性可插拔光模块，但我认为未来五年这些光学元件会越来越贴近 GPU，走向共封装光学的状态。
指向原始笔记的链接
At the moment it’s between the clusters and we’re using linear pluggable optics, but I think in the next five years we will see these optical components get closer and closer to the actual GPU and we will go towards a state of co-packaged optics.
—— Adam · [09:48]
训练侧和软件侧在不断变好，但物理这一侧是很难一夜之间变好的东西。
指向原始笔记的链接
The training side and the software side of things is continually getting better, but the physical side is the thing that’s harder to get better overnight.
—— Adam · [05:39]
② 出现在这些集
2 集
- 《AppLovin 双人谈：百人工程团队如何撑起千亿公司》 — 作为主持
- 《GPU 之后是什么：内存短缺、光子学与摩尔定律的尽头》 — 作为联合主持
③ 他谈到的
点进去有真内容 —— 本页主要出口
GPU · Gio · Steven · AppLovin · iMac · Axon 2 · 推理 · 推荐系统 · 光子学 · 语义嵌入