Anish Acharya
① 他说过的话
41 条
我实际上认为那个较少讨论的分布外话题是，如果我们不够乐观会怎样？
指向原始笔记的链接
I think actually the out of distribution topic that’s less discussed is what if we’re insufficiently optimistic?
—— Anish Acharya · [04:21]
如果你看看一些底层指标，它们指向的是基本无限的需求和高度受限的供应。
指向原始笔记的链接
if you look at some of the underlying indicators, what they point to is essentially infinite demand and highly constrained supply.
—— Anish Acharya · [04:27]
再多的编码智能体也不会让 Nike 变成不是 Nike。
指向原始笔记的链接
No amount of coding agents is going to make Nike not Nike.
—— Anish Acharya · [06:31]
你开始体会到这些东西不是商品，它们在领域层面上具有比较优势。
指向原始笔记的链接
You start to appreciate the fact that these things are not commodities, that they have comparative advantage at a domain level.
—— Anish Acharya · [11:49]
在许多产品类别中，模型聚合能产生大于部分之和的成果。
指向原始笔记的链接
There are many product categories in which model aggregation delivers a greater than sum of parts outcome.
—— Anish Acharya · [13:20]
大多数人想要消磨时间，而不是节省时间。
指向原始笔记的链接
Most people want to spend time, not save time.
—— Anish Acharya · [21:34]
我们经历了 40 年的技术，它真正提升了我们的智力和生产力，但没有什么能触动我们的人性。
指向原始笔记的链接
And we’ve had 40 years of technology that really boosted our intellect and productivity, but nothing that kind of spoke to our humanity.
—— Anish Acharya · [28:46]
人们想尝试新应用，但不同于 99 美分的日子，他们愿意一个月支付 200 美元。
指向原始笔记的链接
People want to try new apps, but unlike the 99 cents days, they’re willing to pay 200 a month.
—— Anish Acharya · [29:23]
我认为这些年轻创始人最好的地方是他们假设一切都是可能的。
指向原始笔记的链接
And I think the best thing about these young founders is they assume everything is possible.
—— Anish Acharya · [32:28]
看看现在正在发生的事，技术栈的每一部分都不止两个相关玩家，而是二十个。
指向原始笔记的链接
If you look at what’s happening now, it’s like every part of the stack there’s not even two relevant players, there’s 20.
—— Anish Acharya · [04:10]
如果你让一群博士组成的数据中心去 FedEx 或达美乐披萨工作，他们会指数级地主导供应链和披萨吗？
指向原始笔记的链接
If you had a data center of PhDs working at FedEx or Domino’s Pizza, are they going to be exponentially dominating supply chain and pizzas?
—— Anish Acharya · [06:38]
看看电力作为一项技术的扩散，从电力的诞生到重组工厂，我们花了四十年。
指向原始笔记的链接
If you look at the diffusion of electricity as a technology, it took 40 years for us to get from the inception of electricity to reorganizing factories.
—— Anish Acharya · [09:29]
循环会帮你爬到局部最优，然后进入平台期——你需要某种分布之外的思考，需要人类直觉，需要有人真正帮你降落到下一座山的山脚下。
指向原始笔记的链接
The loop will help you climb to the local maxima, but then it plateaus and you need some sort of out of distribution thinking, you need human intuition, you need somebody to actually help you land at the base of the next hill.
—— Anish Acharya · [15:15]
我实际上认为这是把他们的工作蒸馏成了他们最擅长于世、最感兴趣的那件事，而围绕核心工作的一切行政事务现在都由别人替他们处理了。
指向原始笔记的链接
So, I actually think that this is a distillation of their job into the thing that they’re the best in the world at, that they’re the most interested in, and all the administration that goes around doing that core work is now handled for them.
—— Anish Acharya · [16:37]
我认为创始人 CEO 最值得问自己的问题就是：「如果我们假设这些东西拥有无限智能、而且便宜得惊人，我们会如何重组这家公司？」
指向原始笔记的链接
I think the most useful question to ask yourself as a founder CEO is just, “Hey, if we assume these things are infinitely intelligent and astonishingly cheap, how would we reorganize the company?”
—— Anish Acharya · [21:29]
理由很简单：对几乎每一个经济上有用的问题，我们已经跨过了智能阈值，超过那个阈值的任何东西都只是浪费。
指向原始笔记的链接
Which is simply that we’ve crossed an intelligence threshold for almost every economically useful problem, and anything beyond that threshold is simply waste.
—— Anish Acharya · [25:49]
对于那些相信模型是大宗商品或完全可互换的人来说，你只是真的没有用过这些模型。
指向原始笔记的链接
I think for people who believe the models are commodities or totally fungible, you just haven’t actually used the models.
—— Anish Acharya · [26:53]
我们建造了这项延伸我们智力的技术，却没有任何东西延伸我们的灵魂。
指向原始笔记的链接
We built this technology that extends our intellect, but nothing to extend our soul.
—— Anish Acharya · [33:10]
探索我们社会存在中那些令人不舒服的部分，是创业公司 uniquely 具备条件去做的事情。
指向原始笔记的链接
So, I think exploring the kind of uncomfortable parts of our social existence are things that startups are uniquely set up to do.
—— Anish Acharya · [34:35]
我真的认为我们已经具备成为一个显著更快乐、更充实、更有生产力的社会的基础，然而我们却在这里谈论永久底层阶级。
指向原始笔记的链接
So, I really think that we have the makings of a sort of dramatically happier, more fulfilled, more productive society, and yet we’re here talking about permanent underclass.
—— Anish Acharya · [38:55]
很容易说大多数人不想写代码，但我想法上的大转变是，编程智能体其实是一种与世界互动的通用方式。
指向原始笔记的链接
I think it’s easy to say most people don’t want to make code, but the big change in my thinking is that coding agents are a way to interact with the world generally.
—— Anish Acharya · [51:57]
一个是 Decagon 的 Jesse 说过的、我很喜欢的话：护城河往往是被发现出来的，而不是被设计出来的。
指向原始笔记的链接
One is something that Jesse from Decagon said, which I love, and that is that moats are most often discovered, not designed.
—— Anish Acharya · [54:56]
即使有人复制了你的大想法，他们也永远看不到让大想法成立的那十几个小想法。
指向原始笔记的链接
And even if somebody replicates your big idea, they never see the small ideas that make the big idea work.
—— Anish Acharya · [57:40]
这是一项真正放大我们主观能动性的技术。它在某种程度上把技能从欲望中拆分出来。
指向原始笔记的链接
This is a technology that really amplifies our agency. It kind of unbundles skill from desire.
—— Anish Acharya · [00:16]
循环会帮你爬到局部最高点，但随后它会进入平台期。你需要人类的直觉。
指向原始笔记的链接
The loop will help you climb to the local maxima, but then it plateaus. You need human intuition.
—— Anish Acharya · [00:55]
我觉得想花时间的人比想省时间的人多。
指向原始笔记的链接
I think more people want to spend time than save time.
—— Anish Acharya · [01:11]
我不认为这是模型或能力上的挑战。这只是产品设计上的挑战。
指向原始笔记的链接
I don’t think it’s a model or a capability challenge. It’s just a product design challenge.
—— Anish Acharya · [01:23]
看看现在正在发生的事：技术栈的每一层，都不止两个相关玩家，而是大约 20 个。
指向原始笔记的链接
If you look at what’s happening now, it’s like every part of the stack, there’s not even two relevant players, there’s like 20.
—— Anish Acharya · [04:50]
如果你让一数据中心博士生去 FedEx 或达美乐披萨工作，他们能在供应链和披萨上呈指数级称霸吗？
指向原始笔记的链接
If you had a data center of PhDs working at FedEx or Domino’s Pizza, are they going to be exponentially dominating supply chain and pizzas?
—— Anish Acharya · [07:18]
所以两年的路线图在三个月内完成。而我们最难的其实是往路线图里加什么——顺便说一句，这简直是每个 PM 的幻想。
指向原始笔记的链接
So two years of roadmap happens in three months. And we’re actually, our hardest problem is knowing what to add to the roadmap, which by the way, is like every PM’s fantasy.
—— Anish Acharya · [10:12]
模型进行新思考的能力——分布外的思考——仍然非常有限。
指向原始笔记的链接
The ability for models to do new thinking out of distribution thinking is still really limited.
—— Anish Acharya · [13:19]
我想很多 PM 会意识到自己其实并不那么擅长从零到一，而且在一个别人的好想法上工作比在自己的坏想法上要有成就感得多。
指向原始笔记的链接
I think a lot of PMs are gonna realize they’re actually not that good at zero to one and it’s much more fulfilling to work on someone else’s good idea than your own bad idea.
—— Anish Acharya · [17:15]
嘿，如果我们假设这些东西无限智能、便宜得惊人，我们会怎么重组公司？因为我们正朝着那个方向走。
指向原始笔记的链接
Hey, if we assume these things are infinitely intelligent and astonishingly cheap, how would we reorganize the company? Because that’s where we’re going.
—— Anish Acharya · [21:04]
超过那个门槛的任何智能都只是浪费。
指向原始笔记的链接
And anything beyond that threshold is simply waste.
—— Anish Acharya · [25:25]
我认为那些相信模型是大宗商品、完全可互换的人，只是实际上没用过这些模型。
指向原始笔记的链接
You know, I think for people who believe the models are commodities or totally fungible, you just haven’t actually used the models.
—— Anish Acharya · [26:24]
我们构建了这种延伸智力的技术，却没有任何延伸灵魂的东西。
指向原始笔记的链接
We built this like technology that extends our intellect, but nothing to extend our soul.
—— Anish Acharya · [32:40]
一个是 Decagon 的 Jesse 说过的话，我很喜欢：护城河往往是被发现出来的，不是被设计出来的。
指向原始笔记的链接
One is something that Jesse from Decagon said, which I love, and that is that moats are most often discovered, not designed.
—— Anish Acharya · [53:08]
但我学到，大想法总是由十几个看不见的小想法支撑的。
指向原始笔记的链接
But I’ve learned that the big ideas are always supported by a dozen small ideas that are invisible.
—— Anish Acharya · [55:47]
我总说，如今没有人有增长问题，他们有产品问题。
指向原始笔记的链接
I always say that nobody has a growth problem these days. They have a product problem.
—— Anish Acharya · [59:29]
我认为今天我们几乎看到了相反的问题：一个太小的想法，不是我们想接洽的东西。
指向原始笔记的链接
I think today we’re almost seeing the opposite problem where, you know, an idea that’s too small is not something that we want to engage with.
—— Anish Acharya · [63:20]
比如它把技能和欲望解绑了。如果你想创作音乐，你现在就可以做音乐，不必会弹钢琴。
指向原始笔记的链接
It kind of unbundles skill from desire, for example. If you want to make music, you can make music now. You don’t have to know how to play the piano.
—— Anish Acharya · [37:02]
② 出现在这些集
3 集
- 《AI 应用层的黄金时刻：a16z 投资人 Anish Acharya 谈智能如何变成生意》 — 作为主持
- 《a16z 消费投资合伙人 Anish Acharya:别怕被 AI 甩下，该怕的是野心太小》 — 作为联合主持
- 《A16Z 消费投资合伙人 Anish Acharya：别怕“永久下层”，公司正在变成一串循环》 — 作为主持
③ 他谈到的
点进去有真内容 —— 本页主要出口
OpenAI · Cursor · 智能体 · 护城河 · 编码智能体 · Anthropic · a16z · Decagon · 循环 · 个人智能体