① 他说过的话

13 条

结果 AI 已经解决了软件，对吧？今天你有的任何软件需求，AI 实际上都能做到。
Turns out AI has solved software, right? Any software need you have today, AI can actually do it.
—— Jen Kha · [04:00]

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我的合伙人 Chris Dixon 把这称为「跟随书呆子能量」。书呆子在晚上和周末在做什么，很可能就是我们这些普通人未来要做的事。
My partner, Chris Dixon, calls it following the nerd energy. Like, what is the nerd doing on nights and weekends is probably what us normies will be doing in the future.
—— Jen Kha · [03:38]

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AI 在数学上密集得多、算力密集得多，而所有那些基础设施——我们今天蹒跚维系的穷人版——需要为未来的 AI 时代被重新改造。
AI is way more mathematically intensive and compute intensive and all that infrastructure, sort of the poor man’s version that we’re limping along with today needs to be repurposed for the AI age going forward.
—— Jen Kha · [03:11]

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而现在你将看到多家万亿美元规模的公司上市。
And now you’re going to see multiple trillion dollar businesses go public.
—— Jen Kha · [07:20]

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AI 的价值积累，很大程度上是在一级市场而不是二级市场。所以人们总体上非常渴求私募资本，因为所有增长都在那里。
The value accrual in AI, that’s largely been on the private side, not the public side. And so people are just starved for private capital in general, because that’s where all the growth is.
—— Jen Kha · [05:55]

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所以 NVIDIA 比除美国之外的所有 G7 国家都大。哇。
So NVIDIA is larger than all of the G7 countries except the U.S. Wow.
—— Jen Kha · [11:17]

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如果你看过去 100 年里在军事上、文化上、经济上最成功的国家，它们都是最早实现工业化的。
If you look at countries of the last 100 years that were the most militarily, culturally, economically successful, they were the ones that industrialized first.
—— Jen Kha · [11:49]

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我们认为未来的国家会是那些在国防、公共安全、医疗健康等方面最早采用 AI 的国家，而且这会渗透到整个政府，然后也从底层由他们的公民使用它而兴起。
We think countries of the future are gonna be the ones that adopt AI first across fence, across public safety, across healthcare, and that infiltrates all throughout the government and then also comes bottom up from their citizens utilizing it as well.
—— Jen Kha · [11:58]

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所以以 Switch 为例，它们实际上是把电力回馈给电网。它们不是在消耗。而且它们已经把基础设施建造得能够实现这一点。它们用水非常少。
So in the case of Switch, for example, they actually contribute power back to the grid. They don’t take away. And they’ve built their infrastructure to enable that. They use very little water.
—— Jen Kha · [16:34]

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美国只有不到 2% 的电工实际接受过直流电方面的培训，因为它非常危险，你可能会把自己弄死，而且操作起来非常不稳定。
There’s less than 2% of electricians in the U.S. that are actually trained on DC power because it’s very dangerous and like you could potentially kill yourself and it’s very volatile to work with.
—— Jen Kha · [17:26]

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智能体使用的 token 量是人类的五倍。而且我们刚刚跨越到智能体的流量超过人类的时刻，也就是现在互联网上智能体的数量比人类还多。
Agents are using five times the amount of tokens as humans are. And we just crossed over to agents being more on the volume of agents are now more on the internet than humans are.
—— Jen Kha · [18:42]

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而且今天 AI 的使用率仍然不到 5%。
And there’s less than still 5% of AI usage today.
—— Jen Kha · [19:02]

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我们从基本上看不到硬件方面的路演，到现在超过 20% 的路演是硬件这类物理世界相关的。
We went from seeing basically nothing in terms of hardware pitches to over now 20% of our pitches are hardware kind of physical world related side.
—— Jen Kha · [20:00]

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② 出现在这些集

1 集

• 《11亿美元投向AI的“钢筋水泥”:风投为什么重新爱上硬件》 — 作为主持

③ 他谈到的

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④ 也在聊「创业与行业」的人