Dor Sasson
① 他说过的话
8 条
实际上现在每一家 AI 公司都在不知不觉地建造一家银行。
指向原始笔记的链接
which is literally every AI company right now is accidentally building a bank.
—— Dor Sasson · [00:36]
实际上客户每天支付的是几美元几美分，但在 Anthropic 的成本端，补贴高达 150 甚至 750，这种经济模型是没法规模化的，即便是 Anthropic 这个体量的公司也不行。
指向原始笔记的链接
So effectively what the customers were paying daily was dollars and cents, but on the cost side for Anthropic, it was like 150 to even 750 subsidized, which is effectively not an economics that you can scale, even for the company at the size, at the scale of Anthropic.
—— Dor Sasson · [03:15]
看似是业务问题的，实际上是个基础设施问题，因为 Anthropic 没有一种有效的方式去区分使用其 API 的用户和使用其订阅计划的用户。
指向原始笔记的链接
So what it seemed to be a business problem really was an infrastructure problem because Anthropic didn’t have an effective way to delineate between users who are using their APIs and users who are using their subscription programs.
—— Dor Sasson · [03:36]
不知道你们有没有看过最近一则新闻，有一家未披露名字的公司烧掉了五亿美元的 AI Claude 额度，仅仅是几个员工就把整个组织的合同额度烧光了。
指向原始笔记的链接
We’re seeing this, I don’t know if you all have read the news most recently, with a company, undisclosed company, burning through half a billion of their AI Claude credits, just merely having a few employees burning through the entire organization contract.
—— Dor Sasson · [04:05]
检查发生在账单之后，而不是之前。
指向原始笔记的链接
Happened after the invoice and not before.
—— Dor Sasson · [05:10]
对业务不利的，是账单惊吓，对我们使用这些系统的方式不利，这些系统现在是任务关键型的，而这些公司没有一家建立了像银行那样的金融基础设施，能够在提款之前、在消费之前先做检查，对吧？
指向原始笔记的链接
Bad for business, it’s sticker shock, it’s bad for practice of how we use the systems, these systems are now mission critical and we’re basically, none of these companies had in place the financial infrastructure that allows exactly like banks guys to check before we draw down, before we consume, right?
—— Dor Sasson · [05:33]
并发问题在银行那里实际上是被解决掉的，但在 AI 和智能体这里情况并非如此。
指向原始笔记的链接
The concurrency is effectively solved with banks, but with AI and agents it’s not that case.
—— Dor Sasson · [10:53]
跨不同模型、跨不同功能、跨不同产品的 AI 工作负载消费可见性，不再只是锦上添花，它正在成为入场门槛，变成没有它你就没法做生意的东西，而且我们会看到越来越多的公司期望在与你做生意之前就一开始就拥有这个。
指向原始笔记的链接
Across different models, across different features, across different products is not just nice to have it becoming a table stakes, it becomes something that you can’t do business without and we’re going to see more and more companies expect to have this off the bat before they actually do business with you.
—— Dor Sasson · [16:50]
② 出现在这些集
1 集
- 《每家 AI 公司都在不知不觉间盖了一座银行》 — 作为嘉宾
③ 他谈到的
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Anthropic · OpenAI · GitHub · Uber · Replit · 金融基础设施 · 计费 · 定价 · 智能体 · 推理