Current
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- 《对冲基金掌门人全员押注 AI:备忘录、数据湖与“数字员工”》(06:45起):本集说 Current 是 Walleye 最先进的内部 AI 产品,用于基本面投资,摄入分析师笔记、经纪人信息、PDF、财报电话会议记录等所有与股票相关的信息,所有 PM 视其为不可或缺的工具,不只是总结而是提供真正的分析
① 提到它的金句
17 条
耗时的事情是理解更大的争论是什么,因为想要疯传的方式就是把你的论点、你的世界观包装进当前的对话中。
指向原始笔记的链接
The thing that’s time consuming is understanding what is the larger debate, because the way to go viral is to couch or dress up your argument, your worldview in the current conversation.
—— Amjad Masad · [24:06]
我认为现在,当前这一代模型可以完成我们在 Curative 的所有后台任务。
指向原始笔记的链接
I think today, the current gen models can do every back office task we have at Curative.
—— Fred Turner · [79:08]
我给人们的另一个建议是:不要按你当前约束下的做法去画工作流,要按你在理想世界里、没有任何约束时会怎么做去画。
指向原始笔记的链接
The other thing that I recommend to people is I say, like, don’t workflow what you do now, given your current constraints. Workflow, what you would do in an ideal world, given no constraints.
—— Claire Veau · [11:34]
目前的机制相当糟糕,如果你把它留给世界,我恐怕我们会花更长的时间才能替换 Transformer。
指向原始笔记的链接
The current mechanisms are quite poor and it will if if you leave it to the world I am afraid that it will take us like a much longer time horizon before we replace the transformer
—— 嘉宾 · [18:15]
而我在 2024 年和 2025 年初看到的是,当前的路径无法让我们到达那里。
指向原始笔记的链接
And what I have seen there in 2024 and in early 2025 is that the current path doesn’t get us there.
—— Jerry Tworek · [39:09]
我现在给创始人的建议是反着做:从你能自动化的地方开始。
指向原始笔记的链接
My current advice to founders is do the opposite. So start with what you can automate.
—— Aliisa Rosenthal · [01:15]
在当前模型智能水平下,大部分可获取的价值已经被白白留在了桌面上。
指向原始笔记的链接
at current model intelligence, most of the value available is already being left on the table.
—— Brian Lewis · [02:05]
可验证性最终是当前 AI 系统成功的唯一最重要属性。
指向原始笔记的链接
verifiability is ultimately the single most important property of success with current AI systems.
—— Eno Reyes · [10:55]
对这款疗法来说也完全一样:Moderna 的当前版本,是你今后在整个医学史上会见到的最差版本。
指向原始笔记的链接
Well, it’s exactly the same for Intismaran, which is the current version of Intismaran that Moderna is the worst version of Intismaran you’re going to see for the rest of medical history.
—— Stéphane Bancel · [18:03]
所以有很多非常有雄心的公司在说:如果我们把现在这个医疗支付模式炸掉、从零开始建一个新的会怎样。
指向原始笔记的链接
And so there’s a lot of really ambitious companies that are saying, what if we blew up that current healthcare payment modality and built a new one from scratch.
—— Julie Yoo · [23:59]
想象一下以现价的十分之一运行 Kimi K2。这是可能的,就算不是便宜 90%,也能比标价便宜 80%,因为他们能拿到权重。如果人们拿不到可以使用的开放模型权重,创新就不会发生。
指向原始笔记的链接
Imagine running Kimi K2 at one-tenth the current price. It’s possible, if not 90%, then 80% off the list price, because they have access to the weights. If you don’t have access to open model weights people can use, no innovation happens.
—— Eric Simons · [23:09]
我认为在当下,我们就是不知道,但基本上,对于全球经济而言,没有比价值在哪里、谁来支付、支付多少更重要的问题了。
指向原始笔记的链接
I think at the current moment, we just don’t know, but there couldn’t be a more significant question for the global economy, basically, than where the value is and who’s going to pay and how much.
—— Chris Potts · [43:25]
你可以给一个智能体加上 RAG 记忆,却仍然得不到你想要的长期地平线行为。
指向原始笔记的链接
You can add a RAG memory to an agent and still not get the current long-term horizon behavior that you were looking for.
—— Erina Karati · [17:12]
广告以目前的形式无法与智能体兼容。
指向原始笔记的链接
Ads don’t work with agents in their current form.
—— Parag Agrawal · [23:46]
如果我只是让 AI 放任自流,不加任何控制或担忧。我认为我们几乎必死无疑。当前的范式不可能通向一个好结局。
指向原始笔记的链接
If I just let the AI rip without any control or worry about it. I think we’re almost certainly dead. There is no way that the current paradigm is going to lead to a good place.
—— Jaan Tallinn · [06:37]
而当前的抢跑——我认为当前这种培育 AI 的范式中真正大的问题在于,我们不是在建造它们,我们是在培育它们——是我们某种程度上在重演进化。
指向原始笔记的链接
And the current rushing ahead, I think the really big kind of problem with the current paradigm of how we grow AIs and we’re not building them, we’re growing them. is that we are in some ways kind of recapitulating the evolution.
—— Jaan Tallinn · [11:18]
我觉得这是现在很多人都在犯的一个非常重大的错误,即认为可能发生的最糟糕的事情只是互联网上出问题。但其实是,不,这不是互联网的问题。
指向原始笔记的链接
I think that’s like the really big current mistake that a lot of people now make is that the worst thing that possibly could happen is something going wrong on the internet. It’s like, no, it’s not the internet.
—— Jaan Tallinn · [47:37]
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