① 他说过的话

30 条

嗯，但你拥有的是一块天文学级别更大的饼的更小百分比。
Well, you have a smaller percentage of an astronomically larger pie.
—— Ben Thompson · [14:11]

指向原始笔记的链接

但我认为这个市场太庞大太广阔了，即便模型从现在起完全不再进步，其经济机会实际上也是巨大的。
But I think that market is so huge and so large that if the models did not improve at all from where they are right now, the economic opportunity is actually massive.
—— Ben Thompson · [17:13]

指向原始笔记的链接

它们控制着需求，因为在一个丰裕的世界里，难题不是分发，而是发现。
And they control demand because in a world of abundance, the hard problem is not distribution, it’s discovery.
—— Ben Thompson · [21:22]

指向原始笔记的链接

第一，消费者不想为软件付钱。
Number one, consumers do not want to pay for software.
—— Ben Thompson · [26:17]

指向原始笔记的链接

他们卖了很多，但卖得不够。
They sold a lot, but they didn’t sell enough.
—— Ben Thompson · [28:53]

指向原始笔记的链接

这种变现能力是无限的，因为涨价由广告主来承担。
It’s infinite because the advertiser is bearing the price increase.
—— Ben Thompson · [29:46]

指向原始笔记的链接

向人收钱是难的。把东西免费送人是容易的。
Charging people money is hard. Giving people things for free is easy.
—— Ben Thompson · [30:04]

指向原始笔记的链接

但折旧是会计上的虚构。钱你已经付过了。
But the depreciation is an accounting figment. You already paid the money.
—— Ben Thompson · [33:15]

指向原始笔记的链接

风险不会消失。它只是被转手了。
Risk doesn’t disappear. It just gets handed off.
—— Ben Thompson · [40:51]

指向原始笔记的链接

他们认为自己正在创造上帝。
They think they’re creating God.
—— Ben Thompson · [51:32]

指向原始笔记的链接

大宗商品改变世界。
Commodities change the world.
—— Ben Thompson · [67:06]

指向原始笔记的链接

你领会到了吗——我们不仅将不再为计算机编程,我们甚至将不再使用计算机,AI 会去用?
Are you getting that not only will we not program computers, we won’t use them, AI will?
—— Ben Thompson · [02:26]

指向原始笔记的链接

你领会到了吗——预构建的 UI、「一次编写,处处运行,面向所有人」已经死了?
Are you getting that pre-built UI, write once, run everywhere, for everyone, is dead?
—— Ben Thompson · [02:31]

指向原始笔记的链接

未来已经到来,即使它尚未广泛分布。又或者,它已经广泛分布了?
The future is here, even if it’s not widely distributed. Or is it?
—— Ben Thompson · [02:41]

指向原始笔记的链接

家用电话实现的是实时通信,网络实现的是被动通信,而消息传递实现的是持续的通信。
While the home telephone enabled real-time communication, and the web passive communication, messaging enables constant communication.
—— Ben Thompson · [03:24]

指向原始笔记的链接

应用不是世界的中心,但人也不是。
Apps aren’t the center of the world, but neither are people.
—— Ben Thompson · [05:05]

指向原始笔记的链接

智能手机统治世界的原因是,它们比人类历史上任何东西都为更多的人在更多的地方完成更多的任务。
The reason why smartphones rule the world is because they do more jobs for more people in more places than anything in the history of mankind.
—— Ben Thompson · [05:08]

指向原始笔记的链接

Facebook 凭什么替我确定任务的优先级?
Who is Facebook to prioritize my jobs?
—— Ben Thompson · [05:20]

指向原始笔记的链接

关于智能体,需要理解的关键是,它们不仅仅是 AI,它们是一台可以访问计算机的 AI。
The key thing to understand about agents is that they’re not just AI, they’re an AI that has access to a computer.
—— Ben Thompson · [06:17]

指向原始笔记的链接

早在 ChatGPT 时代初期就很明显,AI 不会取代计算机,而是去操作它们。
It was clear very early on in the ChatGPT era that AI would not replace computers, but rather operate them.
—— Ben Thompson · [06:22]

指向原始笔记的链接

那是一台货真价实的计算机,这相当了不起,也是让智能体为大多数人可用的唯一途径。
That’s a real-deal computer, which is pretty remarkable, and also the only way to make agents work for most people.
—— Ben Thompson · [07:34]

指向原始笔记的链接

AI 基本上可以使用任何我不想使用的应用或网站。
AI can basically use any app or any website that I don’t want to.
—— Ben Thompson · [08:43]

指向原始笔记的链接

我不是一个专业的应用使用者。我只是一个想把事情做完的人。而 AI 把事情做完了。
I’m not a professional app user. I’m just someone who wants to get things done. And AI gets it done.
—— Ben Thompson · [09:02]

指向原始笔记的链接

我选择的智能体可以按需创建任何我想要的应用,哪怕这个应用只有我一个人用。
The agent of my choosing can create any app that I want on command, even if that app is only for me.
—— Ben Thompson · [09:17]

指向原始笔记的链接

智能体正在带来的变化是,做事的能力正在变得充裕。稀缺的是意愿。
What is happening with agents is that the ability to do stuff is becoming abundant. What is scarce is volition.
—— Ben Thompson · [11:40]

指向原始笔记的链接

待解决的问题不是发现,而是灵感。
The problem to be solved is not discovery, but rather inspiration.
—— Ben Thompson · [11:46]

指向原始笔记的链接

智能体,不仅是用户需求、更是欲望的最终守门人。
the agent, the ultimate gatekeeper of not just user demand, but desire.
—— Ben Thompson · [12:07]

指向原始笔记的链接

这是科技领域的新奖赏,也是终极奖赏——不仅仅是像 Windows 那样的平台,也不只是像 Facebook 那样的聚合器。
This is the new prize in technology and is the ultimate one, not just a platform like Windows or an aggregator like Facebook.
—— Ben Thompson · [15:24]

指向原始笔记的链接

没有人想使用应用,只因为它们是应用。应用只是人们完成某件事或娱乐自己的载体。
No one wants to use apps because they are apps. Apps are just the vehicle for people to accomplish something or entertain themselves.
—— Ben Thompson · [16:02]

指向原始笔记的链接

他们就会觉得以往的做法太野蛮了。
It will seem barbaric they did it any other way.
—— Ben Thompson · [16:31]

指向原始笔记的链接

② 出现在这些集

2 集

• 《Ben Thompson:美国赢得 AI 竞赛反而是危险的》 — 作为主持
• 《应用之后是什么？Ben Thompson 谈智能体时代的赢家》 — 作为主持

③ 他谈到的

点进去有真内容 —— 本页主要出口

聚合理论 · Meta · Microsoft · Patrick O’Shaughnessy · Steve Jobs · OpenAI · Mark Zuckerberg · Anthropic · 智能体 · Google

④ 也在聊「智能体」的人