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AI 基础设施 (infrastructure)

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AI 基础设施 (infrastructure)

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本站收录 6 集 · 41 条金句 · 关联 10 个

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41 条

我学到的关于基础设施的一点是，你并不总是能得到荣耀，但你总是会得到指责。
the thing that I learned about infrastructure is, you don’t always get the glory, but you always get the blame.
—— Jeetu Patel · [53:32]

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因为当基础设施不工作时，人会死。
Because when the infrastructure doesn’t work, people die.
—— Jeetu Patel · [54:47]

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整个基础设施市场每个月以 40% 左右的速度增长。
The entire infrastructure market is growing 40% plus or minus month over month.
—— Ivan Burazin · [67:14]

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如果事情发展得如此之快，我只是认为人类很难，如果你的基础设施中正在发生某事，并且利用时间表从几个月到几小时到几分钟到几秒。你不能只是依靠在半夜叫醒 CISO 来批准关闭这个东西。
If things are moving so fast, I just think it’s gonna be hard for humans to, you know, if if something is happening in your infrastructure and exploit timelines go from, you know, months to to hours to minutes to seconds. You can’t just, like, rely on waking up the CISO in the middle of the night to approve, you know, shutting this thing down.
—— Daniel Whitenack · [44:41]

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这是我认为基础设施层在这类新技术浪潮的初期往往可能是一个安全所在的原因之一。
It’s one reason I think the infrastructure layer is often maybe a safe place to be at the beginning of one of these new technology waves.
—— David George · [11:11]

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我们实际上并不执着于说，你应该在我们的基础设施上运行这些东西。
We actually aren’t precious about, you should run these things on our infrastructure.
—— 嘉宾 · [16:11]

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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。
My key point is personal AI code gen breaks traditional cloud infrastructure.
—— Kenton Varda · [00:37]

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整个世界都建立在每个人都在使用的这种摇摇欲坠的基础设施之上。
The whole world is built on this teetering infrastructure that everyone is using.
—— Firas · [06:44]

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速度决定成败，而速度由基础设施决定。
So speed determines success and failure and speed is determined by infrastructure.
—— Max Hodak · [19:29]

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这主要不是因为我们更聪明，而是这样的基础设施——速度就是这样建立起来的。
It is mostly not that we are smarter, it is infrastructure like this, that is the, like how speed is built.
—— Max Hodak · [06:10]

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我是说，我认为，除了「速度是成功的基础，而基础设施决定你的速度」之外，很重要的一点是要认识到：不存在通用原则。
I mean, I think if other than speed being the basis of success and infrastructure determines your speed, it is important to appreciate that there are no general principles.
—— Max Hodak · [46:15]

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仅今年就有五六家公司在基础设施上花费超过 5000 亿美元。
Just five or six companies this year are spending over half a trillion dollars in infrastructure spend.
—— Navin Chaddha · [00:33]

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想象一下过去 20 年所有政府在互联网基础设施上花了多少钱，来路由那些完全不必要的数据包，而互联网本是被构建为点对点和端到端的。
Imagine how much all the governments spent in internet infrastructure in the last 20 years to route packets data that is completely unnecessary when internet was built to be point-to-point and peer-to-peer.
—— Paolo Ardoino · [10:11]

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因为那东西就是你用 AI 写的，你完全不知道它是怎么工作的，而在有东西宕机的时候，你肯定不想用 vibe coding 的方式来搞你的基础设施。
Because you just wrote it with AI, you have no idea how the thing works, and then you don’t really want to be vibe coding your infrastructure when something’s down.
—— Anurag Gohl · [08:51]

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是的，很多人都在谈论围绕这些东西的护栏，但我认为从基础设施角度，成本方面也需要护栏，因为你不会想要不小心启动了什么东西，结果突然收到一笔巨额账单，只因为某个智能体做了一个不一定正确的决定。
Yeah, I mean, a lot of people talk about guardrails around these things, but I think from infrastructure, guardrails around the cost as well, because you don’t want to accidentally spin up something that suddenly you have a huge bill for because some agent made a decision that was not necessarily the right decision.
—— Sean Falconer · [22:56]

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如果你搭建了基础设施，如果你收集了上下文，如果你开始积累代码审查如何为你自动化的经验，那才是你能获得 10 倍速度的地方，也就是你向你的 CEO 或你自己或你的开发者承诺过的速度，否则它就是一个瓶颈。
If you put the infrastructure, if you gather the context, if you start accumulating how code review can be automated for you, then that’s where you’re gonna get the 10x velocity that you’re being promising your CEO or yourself or your developers, because otherwise it’s a bottleneck.
—— Itamar Friedman · [15:59]

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AI 在数学上密集得多、算力密集得多，而所有那些基础设施——我们今天蹒跚维系的穷人版——需要为未来的 AI 时代被重新改造。
AI is way more mathematically intensive and compute intensive and all that infrastructure, sort of the poor man’s version that we’re limping along with today needs to be repurposed for the AI age going forward.
—— Jen Kha · [03:11]

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所以以 Switch 为例，它们实际上是把电力回馈给电网。它们不是在消耗。而且它们已经把基础设施建造得能够实现这一点。它们用水非常少。
So in the case of Switch, for example, they actually contribute power back to the grid. They don’t take away. And they’ve built their infrastructure to enable that. They use very little water.
—— Jen Kha · [16:34]

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它之所以奏效，是因为围绕编程的所有基础设施和系统本来就是为智能体而生的。
It only worked because all the infrastructure and systems around coding were literally meant for agents.
—— Karan Vaidya · [01:20]

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现在瓶颈是还没有人构建的基础设施，而这正是我们在 Composio 所构建的。
Now it’s infrastructure that nobody has yet built, and that’s what we are building at Composio.
—— Karan Vaidya · [19:48]

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感觉上你必须犯了一个基础设施错误，模型才有可能造成那种问题。
It feels like you have to have made an infrastructure mistake for it to be at all feasible for the model to cause that kind of problem.
—— Buck Shlegeris · [46:52]

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你必须预期 token 的成本会随着时间越来越趋近于基础设施的成本。
you have to expect that the cost of tokens converge closer and closer to the cost of the infrastructure over time.
—— Aaron Levie · [12:57]

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我把自己亲手做的工作比作：拿着凿子和钉子，去凿医疗基础设施这堵混凝土墙，做集成。
I liken the work that I did literally with my own two hands as taking a chisel and a nail against this concrete wall of integrating into the infrastructure of healthcare.
—— Julie Yoo · [05:07]

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归根结底，如果你是一家数据库公司或基础设施公司，你的生死基本上取决于核心技术的强弱。
If you’re a database company or an infrastructure company, you kind of live or die based on the strength of the core technology.
—— Jordan Tigani · [31:58]

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回到那个带有不变量的盒子,如果你画出正确的形状,你就能在盒子内更快地改变东西,而不影响其余的服务或其余的基础设施。
Going back to having the box with invariants, if you draw the right shape, you’re going to be able to change things much more quickly within the box and not affect the rest of the services or the rest of your infrastructure.
—— Tibo Sottiaux · [53:16]

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现在,第三波会越来越走向持久化和异步的实体,也就是智能体成为我们基础设施中长期运行的进程,可以访问工具、组织中其他的智能体以及上下文。
Now, the third wave will be going more and more towards persistent and asynchronous entities, so agents being long-running processes in our infrastructure with access to tools and other agents around the organization and context.
—— Giselle van Dongen · [01:00]

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如果每个人都想使用它，推理将会压垮计算基础设施。
If everybody wants to use it, inference is going to crush the compute infrastructure.
—— Andrew Feldman · [31:30]

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智能可能存在于模型中,但经济性、可靠性和用户体验全都在基础设施里。
The intelligence might lie in the model, but the economics, the reliability, and the user experience are all in the infrastructure.
—— Nishant Gupta · [05:31]

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所以收尾的观点是,基础设施不再是一个容量问题。
So the closing idea is infrastructure is no longer a survey problem.
—— Naman Ahuja · [19:21]

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而今天,大约有 1600 万人生活在距离这套基础设施两英里半径的范围内。
And today we have about 16 million people living within two miles radius of this infrastructure.
—— Suchet Bargoti · [07:29]

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我喜欢这么说：在 2024 年，我们给每个人配备了编程助手。在 2025 年，我们开始构建智能体。现在我们意识到，我们的基础设施根本没为这些东西做好准备。
I like to say that in 2024, we gave everybody a coding assistant. In 2025, we started building agents. Now we’re realizing that our infrastructure wasn’t ready for any of this.
—— Justin Reock · [13:31]

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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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当人们思考这些模型和这类基础设施的效用时,对人类未来的余下时间而言,现在是有史以来最糟糕的时候。
When people think about the utility of these models and of this type of infrastructure, it’s the worst it’s ever gonna be for the rest of the future of humanity.
—— Chase Lochmiller · [38:03]

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用于查看和理解一个 5 万仓库代码库的基础设施，OpenAI、Anthropic、Cursor 以及其他公司既没有在建，也没有在卖。
The infrastructure to see and understand a 50,000 repo codebase is not being built or sold by OpenAI, by Anthropic, by Cursor, by the rest of them.
—— Dan Adler · [05:21]

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可见性就是基础设施。
Visibility is infrastructure.
—— Dan Adler · [09:17]

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而且我们总共只花了大约每月 700 美元的 token 和基础设施成本就做到了这一切。
And we did that all for around $700 a month in both token and infrastructure costs.
—— Matt Lawler · [08:17]

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所以这是那种——底层现实中是非常复杂的基础设施在扩展你的系统——但只要你为它提供合适的接口，比如简单的配置文件，这些能力对任何想要扩展的公司来说都变得容易接触得多。
So this is one of those things, very complex infrastructure in reality under the hood that is scaling your systems, but you provide the right interfaces for it, like simple configuration files, and those things become much more accessible to any company trying to scale.
—— Ben · [13:55]

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你正处在一个这样的阶段：容量的经济影响比以往任何一轮物理基础设施投资周期都要大得多。
you’re sort of at this stage where capacity is much, the economic impact of it is much larger than any other sort of physical infrastructure investment cycle ever before.
—— Dylan Patel · [04:30]

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看似是业务问题的，实际上是个基础设施问题，因为 Anthropic 没有一种有效的方式去区分使用其 API 的用户和使用其订阅计划的用户。
So what it seemed to be a business problem really was an infrastructure problem because Anthropic didn’t have an effective way to delineate between users who are using their APIs and users who are using their subscription programs.
—— Dor Sasson · [03:36]

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对业务不利的，是账单惊吓，对我们使用这些系统的方式不利，这些系统现在是任务关键型的，而这些公司没有一家建立了像银行那样的金融基础设施，能够在提款之前、在消费之前先做检查，对吧？
Bad for business, it’s sticker shock, it’s bad for practice of how we use the systems, these systems are now mission critical and we’re basically, none of these companies had in place the financial infrastructure that allows exactly like banks guys to check before we draw down, before we consume, right?
—— Dor Sasson · [05:33]

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而现在，无论你建设多少基础设施，几乎都会被立刻消耗掉。
Right now, no matter how much infrastructure you’re building, it’s getting consumed almost instantly.
—— Jeetu Patel · [22:08]

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