① 他说过的话

20 条

我看到一个世界，那里最聪明的模型实际上是最便宜的。
I see a world where the smartest model is actually the cheapest.
—— Eno Reyes · [00:00]

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前沿模型的 TAM，坦率地说，目前权重过高。
The TAM of frontier models is, frankly, overweighted right now.
—— Eno Reyes · [00:15]

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80 亿和 100 亿是新的 10 亿。
8 and 10 billion is the new 1 billion.
—— Eno Reyes · [00:20]

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我认为可能 80% 到 90% 的 Neolabs 会在未来 18 个月内消亡。
I think it could be 80% to 90% of Neolabs die in the next 18 months.
—— Eno Reyes · [00:31]

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称开源模型为中国模型是前沿实验室的一种心理战，基本上是欺骗人们认为它们很可怕并将它们异类化。
Calling open source models Chinese models is a PSYOP by the Frontier Labs to basically trick people into thinking that they’re scary and otherize them.
—— Eno Reyes · [00:36]

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在三年内，99% 的工作流将在开放模型上完成。
In three years, 99% of workflows are going to be done on open models.
—— Eno Reyes · [00:46]

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最终，整个结果的那个价格差异使得更高质量的模型更便宜。
And ultimately, that price difference of the full outcome makes the higher quality model cheaper.
—— Eno Reyes · [07:27]

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可验证性最终是当前 AI 系统成功的唯一最重要属性。
verifiability is ultimately the single most important property of success with current AI systems.
—— Eno Reyes · [10:55]

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我实际上会争辩说，现在的 AI 前沿是能够在没有验证的地方建立验证的 AI 系统，因此它们可以推进到今天人类认为对 AI 来说太难解决的任务中。
I actually would argue the frontier right now of AI is AI systems that can build verification where there is none, and thus they can progress into tasks that today humans consider to be too difficult for AI to resolve.
—— Eno Reyes · [11:46]

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因为当你写下，这就是好的样子，人们读了那个，然后他们开始表现得更像那个好的样子。
Because when you write down, this is what good looks like, people read that and then they start to act more like what good looks like.
—— Eno Reyes · [13:26]

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我认为前沿模型的 TAM 坦率地说目前权重过高。
I think that the TAM of frontier models is frankly over-weighted right now.
—— Eno Reyes · [15:50]

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我认为总体而言，AI 的营销可能是当代资本家做过的最糟糕的营销工作之一。
I think that the marketing of AI in general was probably one of the worst marketing jobs done by contemporary capitalists.
—— Eno Reyes · [20:09]

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字面上就像把能量转化为智能，你只是在过程中用美元进行交易。
It’s literally like translating energy into intelligence, and you’re just trading dollars along the way.
—— Eno Reyes · [29:13]

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它触及了那个更宏大的理念，即技术已不再是护城河。
And it gets towards that broader idea of the technology is just no longer the moat.
—— Eno Reyes · [30:20]

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谁是你智能的主权者？
Who is the sovereign of your intelligence?
—— Eno Reyes · [34:44]

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在三年内，99% 的工作流将在开放模型上完成。
In three years, 99% of workflows are going to be done on open models.
—— Eno Reyes · [47:31]

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但这 1% 的任务可能会占到智能未来经济价值的 30%、40%。
But 1% of those tasks is probably going to be 30%, 40% of the economic value of the future of intelligence.
—— Eno Reyes · [47:37]

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你需要的数千亿自由现金流，用来偿还你为适应这些数据中心扩建而承担的债务，为了进行下一次大型训练运行，这对他们来说完全是生死攸关的。
The hundreds of billions in free cash flow that you need in order to pay back the debt that you’re taking on in order to accommodate these data center build outs in order to get the next big training run, it’s totally existential for them.
—— Eno Reyes · [52:16]

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任何时候你创造了一种激励来向人们展示你在工作，而不是真正去工作，你基本上就是在激励错误的事情。
Anytime you create an incentive to show people that you’re working rather than to actually do work, you’re basically incentivizing the wrong thing.
—— Eno Reyes · [69:52]

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我认为我们将会感到惊讶的最大一件事是，我们让一种大概由两百万人组成的祭司阶层来决定全人类所有软件的命运。
I think that the biggest thing that we’re going to be surprised by is the fact that we let a sort of like priestly class of maybe two million people decide the fate of all software for all of humanity.
—— Eno Reyes · [84:39]

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② 出现在这些集

1 集

• 《最便宜的模型反而是最便宜的：Factory CTO 谈 AI 定价陷阱》 — 作为联合主持

③ 他谈到的

点进去有真内容 —— 本页主要出口

Harry Stebbings · Factory · Anthropic · OpenAI · Microsoft · Meta · NVIDIA · Stripe · OpenRouter · Palantir

④ 也在聊「智能体」的人