JD
① 他说过的话
13 条
事实是，我知道我正在做的东西，在接下来 12 个月里是 Google 和 Apple 排名前三的优先事项。
指向原始笔记的链接
The truth is I know what I’m building is a top three priority at Google and Apple like in the next 12 months.
—— JD · [07:11]
我觉得谈护城河有点是一种奢侈，你必须比 Town 今天更成功，它才有意义。
指向原始笔记的链接
I think talking about moats is a little bit of a luxury and you have to be more successful than town is today for it to matter.
—— JD · [07:46]
第二，我认为这个品类里会赢的产品，将在智能体层面拥有网络效应。
指向原始笔记的链接
Then number two, like I think the product in this category that will win will have a network effect at the agent level.
—— JD · [08:34]
而且我认为今天还没有人搞明白多用户、多人 AI。
指向原始笔记的链接
And I think no one has figured out multi-user, multiplayer AI today.
—— JD · [09:10]
信息被隔离得越少，AI 就工作得越好。
指向原始笔记的链接
And AI works better and better, the less siloed the information is.
—— JD · [14:27]
我认为 LLM 会很快比人类少犯很多这类错误。
指向原始笔记的链接
I think the LLMs will make many fewer of these mistakes than humans pretty quickly.
—— JD · [18:18]
你现在能以机器的速度构建，但你只能以人类的速度学习。
指向原始笔记的链接
You can build now at the speed of machines, but you can only learn at the speed of humans.
—— JD · [33:44]
我认为 X 上使用这些产品的人，其实并不代表产品市场契合。
指向原始笔记的链接
I think a person on X that uses these products is not actually product market fit.
—— JD · [37:16]
我们已经越过了人类会阅读每一行代码的时间点。
指向原始笔记的链接
We’ve passed the point where humans will read every line of code.
—— JD · [39:57]
产品背后真正的洞察是：如果你一开始就要求人们连接邮箱和日历，你就能足够了解他们，从而可以建议 AI 能为他们做的任务。
指向原始笔记的链接
The really insight behind the product was if you ask people up front to connect their email and their calendar, you can know enough about them that you can suggest tasks that AI can do for them.
—— JD · [50:53]
我们正处在业务的这样一个阶段：我面前到处都是撒了一地的金子。
指向原始笔记的链接
So we’re at a stage of the business where like, I’m like, there’s gold littered everywhere in front of me.
—— JD · [65:33]
所以突然之间，AI 让你多雇了那个增量的人——因为在新的世界里工程师效率更高，雇他能让你多赚 5 万美元的利润。
指向原始笔记的链接
So suddenly AI makes you hire the incremental person, one more person than you would have because there’s an extra 50K of profit for you to make by hiring the engineer in the new world because they’re more efficient.
—— JD · [65:24]
我想说的每一点怀疑，都是确实让我夜不能寐的东西，但我认为有穿过黑暗森林的路，路的尽头有一份巨大的宝藏，只有一两条龙守着，所以必须冲一把。
指向原始笔记的链接
Every bit of skepticism, I would say, is something that does keep me up at night, but I think there are paths through the dark forest and there’s a giant treasure with only one or two dragons at the end of it, so gotta go for it.
—— JD · [68:11]
② 出现在这些集
1 集
- 《邮箱里的 AI 助手：Plaid 前 CTO 谈如何在巨头围剿下赢》 — 作为联合主持
③ 他谈到的
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Harry Stebbings · Town · Plaid · AI 助手 · 智能体 · 网络效应 · 护城河 · 模型路由 · 前沿模型 · Anthropic