Andrew Feldman
① 他说过的话
14 条
我们的看法是，如果你要去挑战歌利亚，如果市场里站着一个巨人——那时的 NVIDIA 已经是了——那么好一点或者便宜一点不是一个可行的策略。
指向原始笔记的链接
And our view is that if you’re going to attack Goliath, if there’s a giant standing in the market, like NVIDIA was even at that time, that being a little bit better or a little bit cheaper is not an available strategy.
—— Andrew Feldman · [04:30]
你没法靠渐进式改进达到好得多的水平。
指向原始笔记的链接
You can’t incremental your way to vastly better.
—— Andrew Feldman · [05:47]
当你做激进创新时，没有现成的供应商在等你。
指向原始笔记的链接
When you do radical innovation, there are no vendors waiting for you.
—— Andrew Feldman · [06:24]
盯着服务器看——那跟看着油漆干差不多刺激——然后说，天哪，我们解决了计算领域 75 年里没人解决过的问题。
指向原始笔记的链接
Stared at a server, which is about as exciting as looking at paint dry and said, holy crap, we’ve solved this problem that nobody in 75 years of compute had ever solved.
—— Andrew Feldman · [12:39]
这是真正的垄断，不是 De Beers 那种靠控制供应造出来的垄断。
指向原始笔记的链接
This is a true monopoly, not born of, you know, what De Beers did, which was try and control supply.
—— Andrew Feldman · [18:50]
AI 以软件的速度前进，而数据中心以房地产的速度前进。
指向原始笔记的链接
AI is moving at the speed of software and data centers are moving at the speed of real estate.
—— Andrew Feldman · [19:51]
那大致就是我们工作的方式，我们知道外面有一罐金子，但我们知道通往它的路径是不可知的。
指向原始笔记的链接
And that’s sort of the way we worked, where we knew there was a pot of gold out there, but the path to it we knew was unknowable.
—— Andrew Feldman · [30:32]
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]
美国所有数据中心的用水量比加州杏仁种植者还少。
指向原始笔记的链接
All the data centers in the U.S. use less than California almond growers.
—— Andrew Feldman · [46:27]
你想想，慢速搜索是没有市场的。
指向原始笔记的链接
If you think about it, there’s no market for slow search.
—— Andrew Feldman · [53:02]
网络慢的时候，Netflix 用信封装 DVD 寄送。而网络变快了，他们成了电影制片厂。
指向原始笔记的链接
When the internet was slow, Netflix delivered DVDs and envelopes. And when the internet got fast, they became a movie studio.
—— Andrew Feldman · [53:36]
我认为大多数人对 NVIDIA 之所以伟大的理解是错的。
指向原始笔记的链接
I think most people are wrong about what makes NVIDIA great.
—— Andrew Feldman · [55:27]
我是在与歌利亚之战中职业的大卫。
指向原始笔记的链接
I’m a professional David in the battle with Goliath.
—— Andrew Feldman · [57:53]
我们只对解决别人解决不了的问题感兴趣。
指向原始笔记的链接
We’re only interested in solving problems that other people can’t solve.
—— Andrew Feldman · [59:35]
② 出现在这些集
1 集
- 《一颗餐盘大的芯片：Cerebras 创始人讲晶圆级豪赌》 — 作为联合主持
③ 他谈到的
点进去有真内容 —— 本页主要出口
Jack · Eric · Cerebrus · 晶圆级 · 推理 · NVIDIA · TSMC · 数据中心 · 供应链 · 训练