① 他说过的话

13 条

NVIDIA 最大的竞争对手，不是 AMD,不是 Broadcom,肯定不是 Marvell,也不是 Intel,而是 Google。
So NVIDIA’s biggest competitor, it’s not AMD, it’s not Broadcom, it’s certainly not Marvell, it’s not Intel, it’s Google.
—— David George · [08:15]

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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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如果说 ChatGPT 之于 AI,就像 Netscape Navigator 之于互联网——在互联网繁荣的这个时间点，Google 还没有创立。
And say that ChatGPT is to AI as Netscape Navigator was to the internet. At this point in the internet boom, Google had not been founded.
—— David George · [10:46]

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这是我认为基础设施层在这类新技术浪潮的初期往往可能是一个安全所在的原因之一。
It’s one reason I think the infrastructure layer is often maybe a safe place to be at the beginning of one of these new technology waves.
—— David George · [11:11]

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不，对我来说，ChatGPT 对 Google 来说就是珍珠港事件，我们将看到他们如何应对。
No, to me, ChatGPT was Pearl Harbor for Google, and we’re going to see how they responded.
—— David George · [12:36]

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鉴于我们刚才讨论的内容，在 AI 领域取得成功却不承受毛利率压力，从定义上讲是不可能的。
It is definitionally impossible, given what we just discussed, to succeed in AI without gross margin pressure.
—— David George · [15:53]

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把毛利率下降看作是成功的标志，而不是耻辱的标记，或者值得恐惧的东西。
And look at declining gross margins kind of has a mark of success rather than a badge of shame or something to be feared.
—— David George · [16:37]

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我想说的一点是，我确实认为，押注反对那些今天拥有庞大现有用户基础的公司是很难的。
And the one thing I would say is I do think it’s tough to bet against the companies with large existing user bases today.
—— David George · [20:46]

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也没有互联网规模的分发能力，你就是历史上贬值最快的资产。
And internet scale distribution, you’re the fastest depreciating asset in history.
—— David George · [21:11]

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而那个飞轮，在 AI 领域还没真正转起来，但你眯起眼睛可以看到它在转。
And that, it’s not quite spinning yet in AI, but you can squint and see it.
—— David George · [21:37]

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任何把 GPT-5 和缩放定律联系起来的说法都是疯狂的。
Any reference to GPT-5 and scaling laws is crazy.
—— David George · [22:48]

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从根本上说，人类是按结果获得报酬的，很多 AI 会增强人类，但可能也会取代一部分人类，而这将涉及按结果付费。
Humans were fundamentally paid based on outcomes, and a lot of AI will be augmenting humans, but probably also replacing some humans, and that will involve being paid for outcomes.
—— David George · [27:31]

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在接下来三年里，我认为你会看到一批高知名度的 ASIC 项目被取消，尤其是如果 Google 开始对外销售 TPU 的话，这在 X 上已经传遍了。
In the next three years, I think you’ll see a bunch of high-profile ASIC programs canceled, especially if Google starts selling TPUs externally, which has been all over X.
—— David George · [24:45]

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② 出现在这些集

3 集

• 《没有暗GPU:一位基金经理拆解AI泡沫论与棋局》 — 作为联合主持
• 《Stripe 内部实战：把工程师变成创始人，让智能体一周提交 7000 个 PR》 — 作为主持
• 《Whatnot：直播电商如何让购物重新变有趣》 — 作为主持

③ 他谈到的

点进去有真内容 —— 本页主要出口

Cursor · Amazon · Gavin Baker · Will Gabrick · Grant LaFontaine · NVIDIA · Stripe · Whatnot · Google · Stripe Minions