① 他说过的话

13 条

Fireworks 和一家云服务商之间的性能差距大概是 5 倍。
The performance difference for a fireworks versus a cloud provider is like 5x.
—— Eric Vishria · [03:28]

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对我来说，结论是：这里有很多零和思维，没有意识到事情能有多大。如果这一切都成了呢？
The takeaway to me is, oh, there’s just a bunch of zero sum thinking and not realizing like how big. What if it all works?
—— Eric Vishria · [07:42]

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我们过去是在建造城堡，现在我们在建造沙堡。
We used to be building castles. Now we’re building sandcastles.
—— Eric Vishria · [13:21]

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我认为这实际上是从过去产品开发的运作方式到现在的产品开发方式的完全颠倒。
I think it’s actually a complete inversion of how product development used to work to how product development happens now.
—— Eric Vishria · [13:58]

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SaaS 公司的问题在于竞争前沿完全转移了。
The issue with SaaS companies is the competitive frontier completely shifted.
—— Eric Vishria · [17:56]

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于是现在突然之间，数据库迁移——软件业里你头号不该做的事——变得……
So it turns out that now, all of a sudden, database migration, which used to be the number one thing you would not do in software, is like…
—— Eric Vishria · [19:05]

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你每达成一天的计划，你就在摧毁股权价值。
Every single day that you are hitting your plan, you are destroying equity value.
—— Eric Vishria · [21:16]

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说实话，这些公司里任何一家的最佳销售人员都是创始人。
Honestly, the best salesperson in any of these companies is a founder.
—— Eric Vishria · [26:46]

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就像我们之前谈云计算时说的，我认为所有人犯的最大错误就是他们只是低估了市场。
Just like we were talking about with cloud, I think the biggest mistake everybody made was they just undersized the market.
—— Eric Vishria · [26:59]

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但对我来说更重要的事情是，我认为中国明年新增的能源是我们的十倍，在美国这里。
But the bigger thing to me is that I think China’s bringing on 10 times as much energy next year as we are in the US.
—— Eric Vishria · [28:28]

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在软件领域，如果你有了那个逻辑框图，你基本上已经完成了 80%,剩下的就是进入市场的执行问题。而在硬件领域，你才完成了大概 2%。
In software, if you have that logical block diagram of like why it works and everything else, you’re kind of 80% of the way there. And it’s a matter of go to market execution. In hardware, you’re like 2% of the way there.
—— Eric Vishria · [32:22]

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它们四次里有三次是不对的。它们二十次里有十九次是对的，也许一百次里有九十九次。
They’re not correct three times out of four. They’re correct 19 times out of 20, maybe 99 times out of 100.
—— Eric Vishria · [38:32]

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我是第二位的投资人，我努力首先成为一名伙伴。
I’m an investor second and I try to be a partner first.
—— Eric Vishria · [46:46]

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② 出现在这些集

1 集

• 《沙堡时代：AI 赢家的画像变了——投资人 Eric 谈算力、云与机器人》 — 作为联合主持

③ 他谈到的

点进去有真内容 —— 本页主要出口

Patrick O’Shaughnessy · Fireworks · Sierra · Sunday Robotics · AWS · Cursor · NVIDIA · 推理 · AI 能力的锯齿状边缘 · 开源模型

④ 也在聊「创业与行业」的人