① 他说过的话

14 条

Scaling loss 起作用不只是科学概念。视频只是比 LLM 和编程晚了两三年，但很显然它最终在视频领域也会起作用，我就决定赌一把。
It’s not just a concept from science that scaling loss work. Video just takes maybe two, three years longer than LLMs and coding, but it was clear that finally scaling loss should work in video as well, and I just decided just to take a bet.
—— Alex Mashrabov · [10:50]

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我当时过度优化的是今天什么火、什么叙事是对的、我们怎么去劫持注意力，诸如此类，真的。一切的一切，就是不去做一个好产品。
I was so much optimizing for what’s hype today, what’s the right narrative, how we can hijack the attention, all these things, really. Everything instead of building a good product.
—— Alex Mashrabov · [11:54]

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实际上，我们从 100 万到 10 亿花了 18 个月。Cursor 花了 24 个月。
Actually, it took us 18 months from 1 million to 1 billion. For Cursor, it took 24 months.
—— Alex Mashrabov · [14:33]

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因为我认为今天 Google 和 OpenAI 非常追求广告，但从根本上说，我认为它们将彻底摧毁它们所有的 prosumer 订阅市场，也就是每月 20 美元的订阅。
Because I think today, Google and OpenAI, they pursue ads so much, but fundamentally, I think they are going to completely demolish all their prosumer subscription markets, which is $20 a month subscriptions.
—— Alex Mashrabov · [18:53]

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但即便如此，当我今天看这些数字时，第 12 个月的 NRR 超过 300%。这在 B2B SaaS 里是从来没有过的，对吧？
But still, when I look at the numbers which I have today, NRR at month 12 is over 300%. It just never happens in B2B SaaS, right?
—— Alex Mashrabov · [21:07]

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我需要承认的是，在某个时期，我真的认为追基准测试是有价值的，但坦白说，我不相信这个，这某种程度上是公司的心理战。
What I need to admit, at some point of time, I really was thinking that chasing benchmarks is valuable, but I don’t believe this is just sort of corporate psyops, frankly.
—— Alex Mashrabov · [23:23]

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他们开始以某种方式利用测试数据，用 LLM 作为裁判来训练模型，用各种花招来刷基准，拿季度奖金之类的。
They start to kind of use leverage test data to use LLM as a judge for training of the models, use all the various tricks to basically gain benchmarks, get like quarterly bonuses and so on.
—— Alex Mashrabov · [23:52]

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今天思考视频模型的方式，就是把它当作现代渲染引擎。把它想成类似 Unreal Engine 或 Unity，只是输入类型不同。
The way to think about video models today, it’s just modern rendering engine. Think about this as like Unreal Engine or Unity, but just different types of inputs.
—— Alex Mashrabov · [25:16]

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社交媒体营销中实际发生的情况是，当公司开始每周产出数百个广告创意时，他们想要也许更便宜、更可控的模型，因为做出爆款社交媒体视频并不一定需要博士级别的智能。
What’s actually happening in social media marketing as companies start to print hundreds of ad creatives a week, they want to have maybe cheapest, more steerable models, because like PhD level intelligence is not necessarily needed to make viral social media video.
—— Alex Mashrabov · [28:54]

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就像这个月，我刚刚抓到一个家伙，一周内在 Astra 模型上花了超过 3 万美元。
Like this month, I was, I just caught a guy who spent over 30k in a week on Astra model.
—— Alex Mashrabov · [31:28]

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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。
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]

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所以谁能创建 AI 原生的记录系统，谁就会赢。
So whoever can create AI-native system of records is gonna win.
—— Alex Mashrabov · [37:23]

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遗憾的是，AI 并不能取代网络效应。当人们谈论成群的智能体互相交流时，我不确定这在未来五年内会发生。
Unfortunately, AI does not replace network effects. And when people talk about swarm of AI agents talking to each other, I’m not sure this is happening in the next five years.
—— Alex Mashrabov · [39:59]

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我确实相信，答案就这么简单：雇最好的人去做最好的工作，并想清楚如何留住他们。其他一切坦率地说都是次要的。
I do believe that it’s as simple as hire the best people to do the best work and figure out how to retain them. Everything else is frankly secondary.
—— Alex Mashrabov · [50:16]

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② 出现在这些集

1 集

• 《从哈萨克斯坦到 10 亿美元营收：Higgsfield 创始人 Alex 的极限增长故事》 — 作为主持

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