Figure
集里怎么说它
- 《人形机器人上战场:公关跑得比机器人快》(54:48起):本集在讨论竞争格局时,Mike说Figure和Optimus看起来真的很好
- 《不是创始人也能当 CEO:Michael Tannenbaum 的运营者心法》(01:54起):本集说 Figure 是一家在区块链轨道上建立资本市场未来基础设施的公司,切入点是房屋净值信贷额度(HELOC),将发放成本从行业平均 12000 美元降至 1000 美元,耗时从 45 天缩至最快 5 天,后转型为市场平台模式。
① 提到它的金句
40 条
我一直给我的销售团队的试金石测试是,如果你是我组织里的一个客户主管,我把你放在我们公司的 10 名工程师面前,他们应该花 10 分钟才能弄清楚你不是产品经理。
指向原始笔记的链接
The litmus test I have always given my sales team is if you are an account executive in my org and I put you in front of 10 engineers at our company, it should take them 10 minutes to figure out you aren’t a product manager.
—— Jeanne DeWitt Grosser · [01:23]
人数增长来扩展营收——转变为受分发约束,也就是在五年内他们基本上能把自己的全部专业知识放进这个系统里,这个系统可以完成客户事务的大部分工作,然后想出办法把它卖给客户。
指向原始笔记的链接
Headcount to distribution constrained where they are able in five years to basically take all of their expertise, put it into this system that can do large parts of a client matter and then figure out ways to sell that to customers.
—— Gabe · [43:39]
但实际上,如果你只给模型工具,给它一个目标,然后让它自己弄明白,几乎总是能得到更好的结果。
指向原始笔记的链接
But actually almost always you get better results if you just give the model tools, you give it a goal, and you let it figure it out.
—— Boris Cherny · [64:06]
因为他们内部正在进行严肃的讨论:要么想办法围绕 AI 重建产品,要么死。
指向原始笔记的链接
because they’re having serious discussions internally about how it’s either figure out how to rebuild our product around AI or die.
—— Ankur Goyal · [18:40]
这种方法的问题在于,在抽象层面弄清楚完美的想法是不可能的。
指向原始笔记的链接
The problem with this approach is that it’s impossible to figure out the perfect idea in the abstract.
—— John · [01:09]
世界上最大的科技公司,世界上最有价值的公司,不知道拿所有那些现金怎么办。
指向原始笔记的链接
The biggest tech companies in the world, the most valuable companies in the world couldn’t figure out what to do with all that cash.
—— Reid Alberghati · [50:16]
我认为对于能搞清楚这件事的消费者角度的人来说,有一个巨大的市场。
指向原始笔记的链接
I think there’s a giant thing, a giant market for someone that can figure out the consumer angle of this.
—— Julie Bort · [30:46]
你不能直接裁掉一批人然后说,好吧,剩下的人会自己搞明白的,因为你怎么知道该裁谁、不该裁谁?
指向原始笔记的链接
You can’t just cut people out and say, okay, the rest are going to figure it out because how do you know who to cut and who not to cut?
—— Adam · [53:49]
如果你所有的文章都是 A 减,那么靠 vibe prompting 能得到的一切大概也就是个 B 减。而你必须弄清楚我们如何稳定地达到那个水平。
指向原始笔记的链接
If all of your essays are A minuses, it’s sort of like everything you can get just from vibe prompting is like a B minus. And you have to figure out how do we consistently get it.
—— 嘉宾 · [68:52]
是的,如果你看今年那个叫 Tricolor 的破产案,JP Morgan 损失了大约两三亿美元,因为有人把同一批车贷卖给了多个人而他们没发现。
指向原始笔记的链接
Yeah, if you look at this bankruptcy that happened this year called Tricolor, like JP Morgan lost like 300 million because someone was selling the same auto loans to multiple people and they didn’t figure it out.
—— Michael Tannenbaum · [25:40]
我问的问题是,我们如何找出那些能够捕获那 6 美元的类别,而其他类别仍然专注于在那 1 美元上竞争?
指向原始笔记的链接
And the question I was asking is, how do we figure out the categories that will be able to capture the 1?
—— Julien Bek · [59:24]
我给创始人的建议是:先构建机器,再构建团队——搞清楚能自动化什么、瓶颈在哪、什么坏了,然后在此基础上加人来打通那些瓶颈。
指向原始笔记的链接
So my advice to founders is build the machine first before you build the team, figure out what you can automate, figure out where the bottlenecks are and what’s broken, and then add humans on top of that to get through those bottlenecks.
—— Aliisa Rosenthal · [01:46]
如果我们没有关于该法规的技能,那就意味着有人在反复 vibe coding,试图弄清楚到底该怎么引导智能体把它正确地实现出来,对吧?
指向原始笔记的链接
If we don’t have a skill about the regulation, that is someone is vibe coding back and forth and trying to figure out exactly how to steer the agent to implement it properly, right?
—— Imad Touil · [16:26]
然后它们试图想办法让分数看起来像是它们成功获得了标记,而实际上并没有,因为它们认为它们的任务是不可能的。
指向原始笔记的链接
And then they were like trying to figure out ways of making it look to the score like they had acquired the flag successfully when they actually hadn’t because they thought their task was impossible.
—— Ryan Greenblatt · [02:28]
我们不是在尝试打造或规模化一个专业服务部门。这本质上是为了弄清楚如何以最好的方式把这项技术带进真实世界,然后把所有这些经验模板化,并把它们送出去,要么作为产品,要么作为蓝图。
指向原始笔记的链接
We’re not trying to build or scale a professional services arm. This is essentially to figure out how to bring this technology into the real world in the best possible way, and then take all those learnings, templatize them, and give them away, either as product or as blueprints.
—— Amandeep Khurana · [13:00]
我们可以成为这些拥有芯片技术的年轻公司的归宿,因为在其他情况下,它们必须自己想办法在微软或谷歌那里拿下设计中标。
指向原始笔记的链接
We could become a home for these young companies who have chip technology that in other worlds they’d have to go up and figure out how to get a design win at Microsoft or Google.
—— Rene Haas · [17:29]
然后把剩下的几乎全部时间都花在试图搞清楚如何破坏那个评分器上——它们以为那个评分器会查看它们所有的日志并发现它们作弊了。
指向原始笔记的链接
And then spent almost all the rest of the time trying to figure out how to sabotage the grader that they thought would look over all of their logs and notice that they’ve cheated.
—— Buck Shlegeris · [02:46]
你把你的用户群和客户群,把你的客户,当作互联网上的一个模糊团块,这是一种非常危险的看待客户的方式,因为你想见到他们,弄清他们的需求。
指向原始笔记的链接
you consider your user base and customer base, like your customer, just a blob on the internet, which is a really risky way to think about customers because you want to meet them, figure out their needs.
—— Jeffrey Morgan · [49:26]
业务中其他人提出的问题,不必经过能把事情搞清楚的守门人。
指向原始笔记的链接
Questions that other people have in the business don’t have to go through gatekeepers who can figure things out.
—— Jordan Tigani · [24:31]
如果你能找出一个相当可重复的模式来验证它们的工作,你其实也可以直接把智能体扔到那个问题上。
指向原始笔记的链接
if you can figure out a pretty repeatable pattern for verifying their work, you can actually just throw agents at that problem as well.
—— Maximillian Piras · [20:04]
我认为这才是它真正的力量所在:把我们日常生活中的不同任务放在一起训练,给它一个更高层次的任务,让它自己去弄清楚步骤、它需要做什么。
指向原始笔记的链接
And I think that’s truly the power of it is to train different tasks in our daily life together and give it a higher task and let it figure out what the steps, what it needs to do.
—— Peng Zheng · [32:54]
在控制台上点来点去很适合搞清楚发生了什么,但这不是你把东西部署到生产环境的方式。
指向原始笔记的链接
Clicking around on the console is great for being able to figure out what’s going on, but it’s not how you deploy things into production.
—— Mike Chambers · [06:30]
我们只是想做一个更好的 Google 搜索,以后再想办法怎么赚钱。
指向原始笔记的链接
We were just trying to build a better search on Google. We’ll figure out how to make money later.
—— Will Bryk · [08:42]
而我们想采取的方法,是直接走向极端:尽可能少地内置结构,给智能体非常原始的工具去使用,让它们自己弄清楚如何有效地使用它。
指向原始笔记的链接
And the approach that we wanted to take was to just go toward the extreme end of baking in as little structure as we could and give the agents very primitive tools to use and figure out for themselves how to use it effectively.
—— Noam Brown · [10:58]
你必须搞清楚怎么让它工作,否则就别卖它。
指向原始笔记的链接
You’ve got to figure out how to make it work or not sell it.
—— Steven Sinofsky · [15:58]
你可以读遍所有关于如何打橄榄球的书,但如果你进入一场 NFL 比赛并且你在打四分卫,书里没有任何东西能教会你如何应对一个 300 磅的怪物朝你冲过来,而你还正在试图搞清楚该把球传给谁。
指向原始笔记的链接
You know, you can read every book ever written on how to play football, but like if you get into an NFL game and you’re playing quarterback, like nothing in a book is going to teach you to deal with like somebody, some 300 pound monster rushing at you while you’re trying to like figure out who to throw the ball to.
—— Ben Horowitz · [35:47]
点子很廉价,执行才是真正困难的。而真正杰出的人总能找到办法把事情做成。
指向原始笔记的链接
Ideas are cheap and execution is really hard. And truly exceptional people will always figure out how to make something work.
—— Michael Lee · [40:26]
我们的工作是搞清楚如何把 Anthropic 或 OpenAI 拿出来的所有这些技术投入到为他们服务的工作中去,这样他们就不必花时间去想该用哪个模型或如何搭建工作流。
指向原始笔记的链接
Our job is to figure out how we take all that technology coming out of Anthropic or OpenAI and put it to work for them, so they don’t have to spend time thinking about which model to use or how to set up a workflow.
—— Maggie Crowley · [00:27]
如果你理解企业是怎么赚钱的,你就能想清楚怎么谈判你应得的那一份。
指向原始笔记的链接
If you understand how businesses make money, you can figure out how to negotiate your cut of it.
—— Codie Sanchez · [05:24]
上 Reddit,找价格,找库存,和经销商谈,让经销商正面竞争,并设法让他们互相竞价。
指向原始笔记的链接
Go on Reddit, find prices, find inventory, talk to the dealers, put dealers head to head, and try to figure out how to make them outbid each other.
—— Roland Gavrilescu · [02:17]
我确实相信,答案就这么简单:雇最好的人去做最好的工作,并想清楚如何留住他们。其他一切坦率地说都是次要的。
指向原始笔记的链接
I do believe that it’s as simple as hire the best people to do the best work and figure out how to retain them. Everything else is frankly secondary.
—— Alex Mashrabov · [50:16]
有了智能体,我只需说出我想完成什么,让计算机自己想清楚怎么做。
指向原始笔记的链接
With an agent, I can just say what I want done and let the computer figure out how to do it.
—— 嘉宾 · [21:15]
而从定义上讲,这意味着它不能仅仅依赖我们已经知道的东西,因为科学正是在试图弄清楚我们还不知道的东西。
指向原始笔记的链接
Which by definition means it cannot just rely on what we already know because science is trying to figure out what we don’t yet know.
—— Liam Fedus · [03:51]
所以它们把剩下的算力都用来琢磨如何编辑它们的转录记录,或者绕过评分器的这个约束。
指向原始笔记的链接
And so they spend the rest of the compute trying to figure out how to edit their transcript or get around this constraint of the score.
—— Thariq Shihipar · [59:12]
它们会因作弊而无法通过测试,所以它们把剩下的算力都用来想办法编辑它们的转写记录,或者绕过评分器的这个约束。
指向原始笔记的链接
They will fail the test for cheating, and so they spend the rest of the compute trying to figure out how to edit their transcript or get around this constraint of the scorer.
—— Thariq Shihipar · [61:10]
有个挺合理的笑话是:距离上一次大型炒作周期已经过去 15 年了,我们仍在试图搞清楚云成本,但这些东西正变得相当昂贵。
指向原始笔记的链接
It’s a fair joke that we’re 15 years after the last major hype cycle and we’re still trying to figure out cloud costs, but this stuff is getting pretty expensive.
—— Justin Reock · [12:35]
你作为 CEO 的职责就是照顾好这些人,并想办法赚钱。
指向原始笔记的链接
It is your job as the CEO to take care of these people and figure out how to make money.
—— 嘉宾 · [25:14]
以及我们如何想办法构建那台构建机器的机器?
指向原始笔记的链接
And how do we figure out how to build the machine that builds the machine?
—— Charlie Guo · [64:12]
我学到的最重要的一点是,当我弄明白某件事时,很难不去付诸行动。
指向原始笔记的链接
The biggest thing I learned is that when I figure something out, it’s really hard to not act on that.
—— Alyssa Ravasio · [04:30]
但在早期,我们说 GMB 是我们的第一指标,但我们花了大概五到七年才真正搞明白怎么让 GMB 的飞轮转起来。
指向原始笔记的链接
But in the early days, we said that GMB is our number one metric, but it took us probably five to seven years to figure out how to really get the flywheel going on GMB.
—— Daniel Saks · [06:24]
② 出现在这些集
2 集
- 《人形机器人上战场:公关跑得比机器人快》 — 作为被讨论公司(提及)
- 《不是创始人也能当 CEO:Michael Tannenbaum 的运营者心法》 — 作为被讨论公司
③ 关联
点进去有真内容 —— 本页主要出口
Mike LeBlanc · Michael Tannenbaum · Foundation · SoFi · 人形机器人 · Brex · 执行器 · Kiavi · 视觉-语言-行动模型 · 高管心态
