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Anthropic

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Anthropic

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本站收录 204 集 · 36 条金句 · 关联 10 个

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36 条

所以在 Anthropic，技术员工的入职过去通常需要两到三周。现在大约只需要两到三天。
And so at Anthropic, onboarding used to take about two or three weeks for technical hires. It’s now about two or three days.
—— Boris · [04:56]

指向原始笔记的链接

我认为 Anthropic 大约 80% 的人员是技术人员，每天都使用 Claude Code。
I think about 80% of people at Anthropic that are technical use Claude Code every day.
—— Boris · [27:08]

指向原始笔记的链接

但我也认为,设计师的部分角色,至少在 Anthropic 这样的前沿实验室,是发现那些不可读的想法,并尝试理解那里有什么,以及如何获取它并转化它,无论是通过叙事,还是通过实际的 UX 和形式因素,并将其推向世界。
But I also think that part of the role of the designer, at least, at least at a frontier lab at Anthropic, is spotting the ideas that are illegible, and trying to understand what’s there, and how to take that and transform it, whether it’s through storytelling, or whether it’s through the actual UX and the form factor, and put it out there.
—— Jenny Wen · [63:14]

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如果 Claude Code 失败了,但 Anthropic 成功了,我会非常高兴。
if Claude Code failed, but Anthropic succeeded, I would be extremely happy.
—— Kat Wu · [31:47]

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我怀疑按实际流量计算，Google 今天比 OpenAI、Anthropic 或任何公司都大。
I suspect on an actual traffic basis, Google is bigger than OpenAI, Anthropic, anyone today.
—— David George · [09:00]

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嗯，我认为这对我们来说是一个领先指标，过去六七个月我们的 Anthropic 成本每月增长 6 倍。
So, I mean, this is one of the, I think, the kind of leading indicators for us is that our Anthropic cost over the last six or seven months has 6X’d every month
—— Fred Turner · [50:02]

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Anthropic 刚刚花了 15 亿美元来偷走所有人的书,顺便说一下,包括我的。
Anthropic just paid $1.5 billion for stealing everybody’s books, including mine, by the way.
—— Ben Horowitz · [11:13]

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在 anthropic 之上构建已经相当危险了,因为每次一个应用类别开始做得很好时,他们就会进入那个类别。
it’s been already fairly dangerous to build on anthropic because every time an application category starts to do well, they move into that category.
—— Ben Horowitz · [14:35]

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所以比如当 Anthropic 说，嘿，伤害中国的最好方式是限制开源时。
So like when Anthropic says, hey, the best way to hurt China is to curtail open source.
—— Steven Sinofsky · [25:58]

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如果你在私募市场错过了 Anthropic 和 OpenAI，如果你是那个试图在 12 到 18 个月前这么说并且管理资金的人，你的投资者会把你视为一个失败者。
If you missed Anthropic on the private side and OpenAI, if you’re the one trying to say this 12 to 18 months ago and managing money, you’d be looked at as a failure by your investors.
—— Ranjan Roy · [23:44]

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看，我认为这只是他们被 Anthropic 在编码方面踢了屁股的后果。
I think this is just the consequences of them, you know, really getting their butt kicked by Anthropic on the way to coding.
—— 嘉宾 · [49:49]

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他们拥有所有的数据。他们拥有所有的智能。而且他们的模型正在被 OpenAI 和 Anthropic 击溃。
They have all the data. They have all the intelligence. And like their models are getting trounced by OpenAI and by Anthropic.
—— Martin Casado · [52:31]

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以 Anthropic 为例，收入已经高达每兆瓦 5000 万美元。
In the case of Anthropic, the revenue has gone as high as $50 million per megawatt.
—— 嘉宾 · [03:05]

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Anthropic 和 OpenAI 明年将拿走多达 40% 到 50% 的算力。
You’ve got Anthropic OpenAI are taking as much as 40 to 50% of compute next year.
—— 嘉宾 · [04:17]

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现在，这三家公司所有 AI 收入的 70% 来自 OpenAI 和 Anthropic，这两家不盈利、不可持续的公司，如果没有这些完全相同的公司给它们钱，它们根本无法生存。
Right now, 70% of all AI revenues across those three companies are from OpenAI and Anthropic, two unprofitable, unsustainable companies that literally cannot afford to exist without these very same companies giving them money.
—— 嘉宾 · [04:24]

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像 OpenAI 和 Anthropic 这样的 AI 公司将继续，但不是在他们能够训练的 AI 系统的能力方面拥有这种强优势，他们将不得不在其他轴线上竞争，比如用户体验、定制化、可能快速整合事物。
AI companies like OpenAI and Anthropic would continue, but rather than having this strong advantage in terms of the capabilities of the AI systems they’re able to train, they would instead have to compete on other axes like user experience, customization, potentially quickly integrating things.
—— Ryan Greenblatt · [43:36]

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VC 的钱很久以前就在 Anthropic 和 OpenAI 上用光了，这就是为什么没有 VC 拥有它们任何一家超过1%或2%的股份。
The VC money went out on Anthropic and OpenAI long ago, which is why no VC owns more than 1% or 2% of either of them.
—— 嘉宾 · [12:30]

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今天，Anthropic是什么，它全是关于代码。那就是那句话。那是唯一重要的一句话。
Today, what Anthropic is, it’s all about code. That’s the sentence. That’s the only sentence that matters.
—— 嘉宾 · [38:05]

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所有企业端编程智能体的情况——想想 Cognition 或 Cursor 或 OpenAI 和 Anthropic 自己——是他们开始采用更多承诺消费结构,就像云服务商们过去 10 年所做的那样。
What’s happening with all the coding agents in the enterprise, think like Cognition or Cursor or OpenAI and Anthropic themselves, is that they are starting to adopt more commit structures like the CSPs have done for the past 10 years.
—— Andrew Garvin · [12:23]

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Anthropic 在市面上没有嵌入模型。他们推荐我们。
Anthropic does not have an embedding model in market. They recommend us.
—— 嘉宾 · [50:09]

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Anthropic 从蒸馏中赚到的钱，比大多数人从原始训练运行中赚到的钱都多。
Anthropic is getting paid more for distillation than most people have ever gotten paid for the original trading run.
—— Aaron Levie · [05:08]

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我们走的是一条非常 Anthropic 式的路线：真正把 B2B 使用场景中的某些用户类型和工作流做到极致好，而不是在消费端把数亿美元到处乱撒。
We’re taking a very Anthropic-type approach: really trying to make certain types of users and workflows within B2B usage insanely great, and we’re not just spraying hundreds of millions of dollars at everything on the consumer side.
—— Eric Simons · [15:05]

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是由 token 及等价物驱动的，而 RAMP 将成为人们管理 token 支出、优化支出、衡量 ROI 的主要方式，这大概会在很多方面让我们与 Anthropic 相撞。
of the world is driven through tokens and equivalent, and RAMP’s going to be the primary way people manage their token spend, how they optimize it, how they measure ROI, and that will lead us to collide probably with Anthropic in many ways.
—— Keith Rabois · [17:22]

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这也解释了为什么据报道 Anthropic 目前在 API 业务上有 80 个点的毛利润率
there’s a reason why Anthropic is reported to have 80 points of gross margin right now on API business.
—— Thomas Sohmers · [12:03]

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我给 Anthropic 团队的反馈是：不烦人。以前我经常感到烦躁。用 Opus 5-5 的时候烦躁次数是零。
The feedback I gave to the Anthropic team is not annoying. I found myself annoyed constantly. Zero times with Opus 5-5.
—— 嘉宾 · [07:14]

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我们的工作是搞清楚如何把 Anthropic 或 OpenAI 拿出来的所有这些技术投入到为他们服务的工作中去,这样他们就不必花时间去想该用哪个模型或如何搭建工作流。
Our job is to figure out how we take all that technology coming out of Anthropic or OpenAI and put it to work for them, so they don’t have to spend time thinking about which model to use or how to set up a workflow.
—— Maggie Crowley · [00:27]

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所以如果你在使用 Claude,你就是在向 Anthropic 发送大量你的数据,除非你在使用沙箱,那样你就会被巧妙地拦截掉。
So if you’re using Claude, you are sending Anthropic a lot of your data, unless you’re using sandboxes, in which case you’re cleverly being blocked by that.
—— Rowan Christmas · [06:35]

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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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所以我们看到 Anthropic 现在在收入减去算力成本的意义上已经盈利了，训练和推理加在一起。
And so we’ve seen Anthropic is now profitable in terms of compute cost minus revenue, or revenue minus compute cost, both training and inference combined.
—— Dylan Patel · [13:10]

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Anthropic 甚至可能成为世界上第一家估值 10 万亿美元的公司。
Anthropic could even be the first company to be a $10 trillion valuation company in the world.
—— Dylan Patel · [26:06]

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但从定义上讲，用 TPU 帮 Anthropic 这么多、在这些其他事情上帮他们这么多，是在损害 Google DeepMind 的业务。
But by definition, you know, helping Anthropic this much with TPUs and helping them this much with these other things is hurting Google DeepMind’s business.
—— Dylan Patel · [57:35]

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实际上客户每天支付的是几美元几美分，但在 Anthropic 的成本端，补贴高达 150 甚至 750，这种经济模型是没法规模化的，即便是 Anthropic 这个体量的公司也不行。
So effectively what the customers were paying daily was dollars and cents, but on the cost side for Anthropic, it was like 150 to even 750 subsidized, which is effectively not an economics that you can scale, even for the company at the size, at the scale of Anthropic.
—— Dor Sasson · [03:15]

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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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这就是为什么 Anthropic 和许多其他公司差不多已经放弃了尝试预索引数据，因为如果你的数据复杂，数据新鲜度真的很难实现。
This is kind of why Anthropic, a lot of other companies have kind of given up on trying to pre-index data because data freshness is really hard to achieve if your datas are complex.
—— George He · [15:40]

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Anthropic 的论点一直是：要真正研究这个怪物，我们就必须接触到最强的怪物。
Anthropic’s argument always has been that to actually study the monster, we have to have access to the strongest monsters.
—— Jaan Tallinn · [00:30]

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如果有人想去 AI 的前沿工作，我大多会告诉他们去 Anthropic 和 OpenAI，这是最容易下的注。
If somebody wants to work at the frontier of AI, I mostly tell them to work at Anthropic and OpenAI, which is the easiest bet.
—— Nathan Lambert · [03:50]

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