① 他说过的话

12 条

但他们也带来了伤疤组织。所以有时候他们的问题是，他们见得太多了，他们知道一百种失败的方式，而他们满脑子想的都是这些。
They also bring a scar tissue to it. So sometimes their problem would be that, you know, they’ve seen too much and they know a hundred ways to fail and that’s all they think about.
—— Bilal Zuberi · [02:39]

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他们很乐意把所有风险都推给你，而作为一个年轻的实体，你可能会承担所有这些风险，以为这就是必要的代价，却没有意识到你的客户没有足够的利益关系来长期陪你走下去。
They would love to push all the risk to you and you as a young entity might assume all that risk thinking that’s what it takes, not realizing that there’s not enough at stake for your customer to be there for the long term.
—— Bilal Zuberi · [03:26]

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当他们购买产品时，他们会给你收入，而只有当收入伴随着利润率时，收入才是真实的。
When they buy a product, they give you revenues, and the revenues are real only when there’s margin associated with that.
—— Bilal Zuberi · [04:46]

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Vinod 可以那么做，但 Vinod 也可以因为希望某个东西存在而作为非营利资助给某人十亿美元。这和一个试图做出杰出投资、在世界上留下印记的普通 VC 是截然不同的。
Vinod could do that, but Vinod can also give a billion dollars to somebody as a non-profit grant because he wants that to exist. That’s very different than necessarily an average VC who’s trying to do remarkable investments and make a mark on the world.
—— Bilal Zuberi · [07:31]

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我真心劝大家不要让 VC 告诉你硬件已经变容易了。并没有。事实上，在某些方面变得更难了。
I really encourage people to not let VCs tell you that hardware has become easy. It has not. In fact, it’s become in some ways harder.
—— Bilal Zuberi · [11:49]

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虽然技术是初创公司的一个很好的差异化因素，但真正的差异化因素是速度。
While technology is a great differentiator for a startup, the real differentiator is the speed.
—— Bilal Zuberi · [12:39]

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你可以做一些相对同质化的东西，并打造出一家有趣的公司，因为提供那种同质化产品的其他玩家都是僵化的，不会快速行动。
You can do something that’s relatively commodity and build an interesting company because the other players who provide that commodity are stale and are not going to move fast.
—— Bilal Zuberi · [12:49]

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但我从根本上相信，虽然技术栈的所有这些层都非常重要，而且我们在技术栈的各层、很多行业都有投资，目前投资最不足的领域、也是我认为现在最有趣的领域，是部署层。
I fundamentally believe that while all these layers of the stack are very important and we have invested across the stack, across many industries, the most under-invested in area and I think the most interesting area right now is at the deployment layer.
—— Bilal Zuberi · [28:03]

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而最优秀的企业家，是那些两者都能做到的人。很少，但他们存在，而我们所有人都应该追逐的就是他们。
And the best entrepreneurs are those that can do both those things. Few, but they’re there and they’re the ones that we should all chase.
—— Bilal Zuberi · [38:51]

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一切都是炒作，直到它不再是。
Everything is a hype until it’s not.
—— Bilal Zuberi · [46:09]

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所以我卖给创始人的不是我的钱。如今钱是同质化的商品。我给你的任何一笔钱，总有别人的钱比这更多。
So what I sell to the founders is not my money. Money is fungible commodity today. Any amount of money I give you, somebody else has more money than that.
—— Bilal Zuberi · [53:01]

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我拒绝相信在那个行业里要成功就必须当个混蛋。我就是拒绝相信那个。
I refuse to believe you have to be an asshole to be successful in that industry. I just refuse to believe that.
—— Bilal Zuberi · [71:36]

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② 出现在这些集

1 集

• 《投了18年「物理AI」的人，怎么看眼下的机器人热潮》 — 作为联合主持

③ 他谈到的

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Turner · 物理 AI · 机器人 · 部署层 · 模拟 · SBIR 工厂 · 共识投资 · 管理费 · 后训练 · Red Glass

④ 也在聊「创业与行业」的人