AI 基础设施 (infrastructure)
集里怎么说它
- 《黄仁勋:AI毁灭论是胡说八道,自由贸易让美国必赢》(25:49起):本集把它说成:人类在能源、公路、铁路和互联网之上,正在铺设的一层全新的「智能层」,这是由工业驱动而非季节性消费拉动的底层重构。
- 《Science 公司创始人 Max Hodak:深科技创业的成败,90% 看基础设施》(00:12起):本集说采购、招聘、预算、安全、质量等支持系统就是公司的操作系统,基础设施决定速度,速度决定成败
- 《LinkedIn 怎么让编码智能体真正读懂内部系统》(19:35起):本集核心经验:在大型企业里,光把最新工具和模型发给工程师不够,必须为智能体构建正确的基础设施让它们在企业环境内运作,否则发挥不了作用
① 提到它的金句
14 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。
指向原始笔记的链接
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]
因为当基础设施不工作时,人会死。
指向原始笔记的链接
Because when the infrastructure doesn’t work, people die.
—— Jeetu Patel · [54:47]
整个基础设施市场每个月以 40% 左右的速度增长。
指向原始笔记的链接
The entire infrastructure market is growing 40% plus or minus month over month.
—— Ivan Burazin · [67:14]
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。
指向原始笔记的链接
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]
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。
指向原始笔记的链接
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]
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。
指向原始笔记的链接
We actually aren’t precious about, you should run these things on our infrastructure.
—— 嘉宾 · [16:11]
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]
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。
指向原始笔记的链接
The whole world is built on this teetering infrastructure that everyone is using.
—— Firas · [06:44]
仅今年就有五六家公司在基础设施上花费超过 5000 亿美元。
指向原始笔记的链接
Just five or six companies this year are spending over half a trillion dollars in infrastructure spend.
—— Navin Chaddha · [00:33]
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。
指向原始笔记的链接
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]
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。
指向原始笔记的链接
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]
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。
指向原始笔记的链接
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]
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。
指向原始笔记的链接
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]
如果每个人都想使用它,推理将会压垮计算基础设施。
指向原始笔记的链接
If everybody wants to use it, inference is going to crush the compute infrastructure.
—— Andrew Feldman · [31:30]
② 出现在这些集
3 集
- 《黄仁勋:AI毁灭论是胡说八道,自由贸易让美国必赢》 — 作为概念
- 《Science 公司创始人 Max Hodak:深科技创业的成败,90% 看基础设施》 — 作为概念
- 《LinkedIn 怎么让编码智能体真正读懂内部系统》 — 作为概念
③ 关联
点进去有真内容 —— 本页主要出口
Anthropic · Jensen Wong · Max Hodak · Ajay Prakash · Mike Allen · Science · LinkedIn · NVIDIA · Neuralink · 编码智能体
