Basis
集里怎么说它
- 《AI 撞上金融：三位创始人聊产品、定价与智能体》(09:59起):Mitch 创办的公司,为会计师提供智能体,目标是降低会计的边际成本来改善世界经济决策;它直接执行会计工作本身,从而嵌入工作流并积累上下文与数据。
① 提到它的金句
8 条
我怀疑按实际流量计算，Google 今天比 OpenAI、Anthropic 或任何公司都大。
指向原始笔记的链接
I suspect on an actual traffic basis, Google is bigger than OpenAI, Anthropic, anyone today.
—— David George · [09:00]
我是说，我认为，除了「速度是成功的基础，而基础设施决定你的速度」之外，很重要的一点是要认识到：不存在通用原则。
指向原始笔记的链接
I mean, I think if other than speed being the basis of success and infrastructure determines your speed, it is important to appreciate that there are no general principles.
—— Max Hodak · [46:15]
这些代币是我们在现代经济中见过的贬值最快的资产之一,在性能恒定的情况下逐年持续下降 70% 到 80%,至少在过去四年里是这样,没有理由预期这种情况会改变。
指向原始笔记的链接
These tokens are among the most rapidly depreciating assets we’ve ever seen in a modern economy that they’ve continually been falling 70 to 80 percent year over year on a constant performance basis for at least the last four years and there’s no reason to expect that to change
—— Paul Kedrosky · [13:13]
所以现在发生的是它已经变得几乎是一个密封的循环,在某种意义上是一个飞轮,因为我们要根据我们在之前的周期中没有掌握的信息来为事情正名,并用它来为更严重的过度建设正名。
指向原始笔记的链接
So now what’s happened is it’s become a hermetically sealed, almost a flywheel in a sense, because we’re justifying things on the basis of information that we didn’t have in prior episodes and using that to justify an even larger overbuild.
—— Paul Kedrosky · [37:55]
我们每年的流失率仍然低于 1%。
指向原始笔记的链接
We still have like less than 1% churn on a yearly basis.
—— 嘉宾 · [24:33]
所以你需要非常少但非常坚实的基础来构建东西，但之后你需要增加很多灵活性，确保没有过度约束的流程或审批链条之类的东西，因为根据我的经验，那些正是杀死一个产品的东西——无法对产品采取行动。
指向原始笔记的链接
So you need very few but very solid basis when you build something, but then you need to add a lot of flexibility and make sure that there are not, you know, not super constraining processes or approval lines and things like this, because in my experience, those are the things that kill a product, the inability to act on the product.
—— Vali · [71:47]
所以你必须把你的 IRR 想成：我必须比它高出 1000 个基点，才有理由让任何人在私募市场给你资本。
指向原始笔记的链接
And so you have to think about your IRR as, I’ve got to beat that with 1,000 basis points to justify anyone giving you capital in the private markets.
—— Venky Ganesan · [37:13]
我们真诚地相信，你在生产系统上所做的所有这些工作——比如修复问题或者日常运行你的软件——在大部分情况下都应该由智能体来完成。
指向原始笔记的链接
So we genuinely believe that all of this work that you do on production systems, like fixing issues or running your software on a day-to-day basis, should be done by agents in most part.
—— Varun Krovvidi · [05:57]
② 出现在这些集
1 集
- 《AI 撞上金融：三位创始人聊产品、定价与智能体》 — 作为被讨论公司
③ 关联
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