① 他说过的话

14 条

你必须投中大的离群值才能驱动丰厚回报，而以很小的比例投中它们，好过拥有一个以 3 到 5 亿退出的公司的大比例。
It’s like you have to be in the big outliers to drive great returns, and you’re better off being in them at a very small percent than owning a large percent of a company that exits for three to 500.
—— Matt Murphy · [09:54]

指向原始笔记的链接

我想说的是，只要你哪怕在一家公司里拿到一个小小的立足点，你能大额参与下一轮或领投的可能性就会高 10 倍。
And I would say if you get even a wedge into a company, you’re 10x more likely to be able to participate significantly in the next round or lead.
—— Matt Murphy · [46:32]

指向原始笔记的链接

你是在轮次开始前几周或一个月才进来，而别人已经有一整年的关系。那通常就是丧钟。
So you’re coming in a couple of weeks or a month before the round and somebody else has a year long relationship. That’s usually a death knell.
—— Matt Murphy · [44:16]

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所以 AI 的第一波是，让我们先把它跑起来。第二波是，让我们对用什么、什么时候用、怎么用变得更加精细。
And so wave one of AI is like, let’s just get it going. Wave two is like, let’s get a lot more sophisticated about what we use and when and how.
—— Matt Murphy · [23:10]

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在整个开源模型、替代模型、模型优化市场真正起飞之前，这家公司就已经在一个可能会让大多数人震惊的规模上疯狂盈利了。
This company is wildly profitable at a scale that would probably shock most people before this whole open source model, alternative model, model optimization market really takes off.
—— Matt Murphy · [28:41]

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如果你环顾四周会想，嗯，那过去是前 5%,现在看起来更像前 50%,嗯，我们并不是要进前 50%,对吧？
And so if you look around and you’re like, well, that used to be top 5%, and now it looks more like top 50%, well, we’re not trying to be in top 50%, right?
—— Matt Murphy · [47:47]

指向原始笔记的链接

我的看法是，他们大致是说，看，如果模型就这么把某件事做了，而你的应用——你在它之上构建的工作流、价值——不够有独特性，模型夺走了那个市场，那么它很可能本来就没那么有防御性。
My view is they’re kind of like, look, if the model just kind of does something and your application isn’t distinctive enough, the workflow, the value you’ve built on top of it, and the model takes that market away, well, then it probably wasn’t that, you know, defensible anyway.
—— Matt Murphy · [30:39]

指向原始笔记的链接

而且绝不可能，在所有开源和其他一切之外，我们还能有 60 家独立的模型公司。
And there’s no way in hell that, you know, we’re going to have 60 independent model companies in addition to all the open source and everything.
—— Matt Murphy · [56:21]

指向原始笔记的链接

所以如果你有那份毅力能在欧洲起步、做成一家全球性的公司，那非常能说明你这个人。
So if you have the grit to get off the ground in Europe, to be a global company, that says a lot about you.
—— Matt Murphy · [43:44]

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这些市场从来都不是真正被老大独占的。
These markets are never really dominated by number one.
—— Matt Murphy · [05:25]

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但如果你不用「面包屑」引导人们、给人们一个使用模型的方式，那你就是在等人们把所有应用重新平台化才来用 API。
But if you don’t breadcrumb people and give people a way to use the model, then you’re kind of waiting for people to replatform all their applications and need just to use the API.
—— Matt Murphy · [09:45]

指向原始笔记的链接

显然需要强大的模型来支撑这一切，但如果他们没做其余这些事情，市场不会像现在这样快速增长。
I mean, obviously it took a strong model to power all that, but if they didn’t do the rest of the stuff, the market wouldn’t be growing nearly as quickly as it is.
—— Matt Murphy · [10:34]

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一家公司越成功，就越会招致怀疑者。
The natural evolution of a company that it brings the cynics out, the more successful you are.
—— Matt Murphy · [17:14]

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以前如果你一年从零增长到一千万，你会觉得自己是前 1%。而现在你环顾四周会说，哦天哪，我这点增长还算数吗？
You felt like before if you grew zero to a 10 in a year, you would be like top 1%. And now you look around and you’re like, oh, geez, you know, do I even register?
—— Matt Murphy · [28:21]

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② 出现在这些集

2 集

• 《主导投资 Anthropic 的人：风投的游戏规则已经彻底变了》 — 作为联合主持
• 《领投人拆解 Anthropic：三年登顶的增长秘方》 — 作为联合主持

③ 他谈到的

点进去有真内容 —— 本页主要出口

Anthropic · Lovable · OpenRouter · ChatGPT · Harry Stebbings · Julie Bort · Menlo · Claude · OpenAI · Claude Code

④ 也在聊「创业与行业」的人