Money
集里怎么说它
- 《Sea 创始人 Forrest:从网吧预付卡到 100 亿美元放贷》(05:35起):Sea 的金融服务业务,被说成电商的自然延伸:从 Shopee Pay 钱包到先买后付,贷款账簿超 100 亿美元、约 5000 万人在用
① 提到它的金句
105 条
找到那些你真的能赚到钱的细分领域，因为竞争等于更低的利润率。
指向原始笔记的链接
find those niches where you can actually make real money because competition equals lower margin.
—— Andrew Wilkinson · [07:04]
结果我损失了一千万美元，试图与风投支持的企业竞争，并进行自力更生。那全是我自己的钱，投入了一千万美元，把它点着烧了，试图与 Asana 竞争
指向原始笔记的链接
I ended up losing 10 million, lit it on fire, trying to compete with Asana
—— Andrew Wilkinson · [21:11]
所以是的，如果你有一个有趣的角度并且你能够快速行动，我觉得资金和融资并不是赢得一个类别的必要因素，而且这在未来将发生更剧烈的变化。
指向原始笔记的链接
So yeah, if you have an interesting angle and you’re able to move fast, I feel like money and funding is not necessarily the factor to win a category, and that’s going to change even more drastically in the future.
—— Maor Shlomo · [33:37]
我愿意接受20%或40%的降薪，以换取80%或60%的工作时间。公司会在那笔钱上获得他们的价值。
指向原始笔记的链接
I’m willing to take a 20% or a 40% pay cut to go to 80% or 60% time. And the company is going to get their money’s worth in that.
—— Chip Connolly · [30:39]
什么仍然困难到如果你改进它三到五倍，也许10倍，或者你从中拿走成本，比如10倍成本，十分之一，他们会说，“这太令人信服了，你现在应该拿走我的钱。“
指向原始笔记的链接
What is still difficult to the point that if you improve it three to five times, maybe 10X, or you take cost out of it, like 10X costs, one 10th, they’ll be like, “This is so compelling, you should take my money now.”
—— Oji · [11:57]
我认为我们的成名之处，这有点疯狂的现实，我们在公司历史上从未花过我们筹集的任何钱，这有点，这听起来像是编造的。
指向原始笔记的链接
And I think our claim to fame, which is kind of a crazy reality, is we’ve never spent any money we’ve ever raised in the history of the company, which is kind of, it almost sounds like it’s made up.
—— Qasar Younis · [57:05]
当然，它们不在前沿水平，但如果你能通过这样做省下很多钱，我就能理解为什么自研模型，而不是用任何可用的前沿模型。
指向原始笔记的链接
Of course, they are not at the frontier, but if you are able to save a lot of money doing exactly this, I can see the reason to develop models in-house versus using whatever frontier model is available.
—— Florian · [17:14]
当你度过一生时，你会发现你从世界上拿走的东西，无论是金钱、汽车、物品、荣誉，都不如你给予世界的重要。
指向原始笔记的链接
And when you go through life, what you’ll find is what you take out of the world over time, be it whatever money, cars, stuff, accolades, is much less important than what you put into the world.
—— Ben Horowitz · [11:54]
我们说服了自己它不会改变世界,然后我们关掉了项目。但那些钱花得值,因为我们已经先排除了所有更便宜的尝试方式。
指向原始笔记的链接
We convinced ourself it was not going to change the world, and we closed the project down. But it was money well spent because we had removed all the cheaper ways to try that first.
—— Astro Teller · [30:42]
几乎没有什么钱是我不愿意合理花出去的,只要能确保我们的某个客户获得一个好的结果。
指向原始笔记的链接
There’s almost no amount of money that I wouldn’t reasonably spend to make sure that one of our customers gets to a good outcome.
—— Eric Sager · [33:50]
这是一个万亿美元的行业,他们每年在资本开支上花 2000 亿美元,而他们不赚钱。
指向原始笔记的链接
And it’s a trillion-dollar industry, and they spend $200 billion a year on CapEx, and they don’t make any money.
—— Benedict Evans · [05:06]
我们就会构建错误的产品。我们绝对会的，然后就得艰难转型、烧钱、做出艰难的抉择——而不是先摸清市场，感受一下它究竟是什么样子。
指向原始笔记的链接
We would have built the wrong solution. We absolutely would have and we would have had to hard pivot, burn money, make some tough choices versus case the market, get a flavor for what that actually is.
—— Damien Lewke · [30:41]
就对我来说,2025 年 9 月很疯狂,你在那里因为说你要在一项技术(其经济性实际上尚未解决)上花更多钱而受到市场奖励。
指向原始笔记的链接
Like it was crazy to me, September 2025, where you were rewarded by the market for saying you’re going to spend a lot more money on a technology that has not had the economics of it actually worked out yet.
—— Ranjan Roy · [13:33]
我感觉要么是,你知道,你全押进去并构建 AGI,那将值一大笔钱,要么就不干。我看不到中间地带。
指向原始笔记的链接
I feel like it’s either, you know, you go all in and you’re going to build AGI and that’ll be worth a ton of money or you don’t. I don’t see the middle ground.
—— Alex · [15:48]
我所在的那个台那个月赚的钱,我想比之前三年加起来还多
指向原始笔记的链接
My desk made more money in that month than I think they made in the previous three years combined.
—— Eric Landau · [02:36]
当你看到有公司给你钱,而你不知道他们是做什么的,那就是,哦,我们成功了
指向原始笔记的链接
And when you see something, they’re giving you money, you don’t know what they do, that’s like, oh, we made it.
—— Eric Landau · [06:08]
所以对我们来说，这是合理的，因为我们花钱的速度都不够快，无法满足我们所有的需求。
指向原始笔记的链接
So for us, it makes sense because we can’t spend money fast enough to service all of the demand that we have.
—— Osvald Nitski · [13:31]
实际的真相是,如果更多坏人在加密货币中转移更多钱,我认为更多坏人会被抓,而不是更少。
指向原始笔记的链接
the actual reality of it is if more bad guys were running more money through crypto, I think more bad guys would get caught, not fewer.
—— Marc Andreessen · [25:24]
很容易产生幻觉或想象某种客户问题，但这并不是一个愿意付钱的人会真正感受到的切肤之痛。
指向原始笔记的链接
It’s very easy to hallucinate or to imagine some customer problem that’s not actually something viscerally felt by a person who would pay money.
—— Patrick Collison · [10:26]
但大多数企业不会说我们要让麦肯锡来配置我们的整个企业和员工队伍。原因之一是没人会有那么多钱来做这件事，因为那将是一笔荒谬的巨额资金。
指向原始笔记的链接
But most businesses do not say we’re going to staff our entire business and workforce through McKinsey. One reason is no one would have that much money to do that because it would be an ungodly amount of money.
—— Daniel Widenach · [43:15]
感觉上，公司就像在不断地缓慢死于一种金钱癌症，我们每隔几年靠融资把它打到缓解期，但它最终会回来，我想让这种感觉结束。
指向原始笔记的链接
It feels like, I mean, the company is kind of constantly dying slowly of this money cancer that we can beat into remission every couple of years with the fundraising, but then it eventually comes back and I want that feeling to be over.
—— Max Hodak · [45:17]
上下文溢出到主上下文，因为上下文意味着 tokens，tokens 意味着钱，而且你有越多的上下文，LLM 在给你答案时就会越困惑。
指向原始笔记的链接
Context spill over into the main context because context means tokens, tokens mean money, and the more context you have, the more confused the LLM is gonna be in giving you an answer.
—— Frank Coyle · [13:11]
所以走得更快意味着一个小小的错位可能滚雪球成大量浪费的工作,而且那工作消耗代币,代币现在要花真金白银。
指向原始笔记的链接
So going faster means that a small misalignment can snowball into a ton of wasted work, and that work costs tokens, and tokens cost real money now.
—— Idan Gazit · [04:15]
如果客户不打算付钱给你，他们其实是向你展示它没有以一种足够有趣的方式差异化。
指向原始笔记的链接
And if a customer is not going to kind of pay you money, they’re sort of showing you that it’s not differentiated in an interesting enough way.
—— Colin Zima · [08:00]
而没有什么比没有钱更能逼人创新了。
指向原始笔记的链接
And there’s nothing like having no money to force people to innovate.
—— Tom Freston · [09:03]
因此，他们想投钱进来，而我们交付了如此多的价值，以至于他们非常迫切地想和我们合作，而不是反过来。
指向原始笔记的链接
So therefore, they want to put money in and we’re delivering so much value that they’re really desperate to work with us, not the other way around.
—— Adam · [21:25]
稳定币只是一个比现有方式更好的资金转移平台。
指向原始笔记的链接
And stablecoins are just a better platform for moving money than exists otherwise.
—— Will Gabrick · [37:42]
我们的态度是,你把我们打得落花流水,来告诉我们你做对了什么,来替我们运营这个业务,因为在没有我们的资金、我们的资源、我们的规模的情况下你都做得这么好,所以你一定悟出了什么。
指向原始笔记的链接
Our attitude is, you kicked our ass, come tell us what you did wrong, come run this for us because you did well without our money, our resources, our scale, so you must have figured something out.
—— Nikesh Arora · [21:04]
一切都必须是掠夺性的吗？不。你能不能提供一个有竞争力、成本更低、还能赚更多钱的产品？能。
指向原始笔记的链接
Does everything have to be predatory? No. Can you provide a product that is competitive, lower cost, and make more money? Yes.
—— Farooq Malik · [15:23]
我们是为货币打造的软件。我们实际上是一台货币路由器，对吧？
指向原始笔记的链接
We’re software for money. We’re effectively a money router, right?
—— Farooq Malik · [49:31]
向人收钱是难的。把东西免费送人是容易的。
指向原始笔记的链接
Charging people money is hard. Giving people things for free is easy.
—— Ben Thompson · [30:04]
但折旧是会计上的虚构。钱你已经付过了。
指向原始笔记的链接
But the depreciation is an accounting figment. You already paid the money.
—— Ben Thompson · [33:15]
你无法足够快地增加线下支出来阻止自己赚钱。
指向原始笔记的链接
You can’t add expenses below the line fast enough to stop yourself making money.
—— Jason Lemkin · [29:03]
如果你在私募市场错过了 Anthropic 和 OpenAI，如果你是那个试图在 12 到 18 个月前这么说并且管理资金的人，你的投资者会把你视为一个失败者。
指向原始笔记的链接
If you missed Anthropic on the private side and OpenAI, if you’re the one trying to say this 12 to 18 months ago and managing money, you’d be looked at as a failure by your investors.
—— Ranjan Roy · [23:44]
像一些价值，一些公司可能会亏钱，但它们会达到一个可以指挥巨大价值转移的位置。
指向原始笔记的链接
Like some value, some companies may lose money, but they’ll get to a position where they can command a tremendous transfer of value.
—— Martin Casado · [10:41]
Fireworks 赚的钱比 base 10 多得多。
指向原始笔记的链接
Fireworks is making a lot more money than base 10.
—— Jerry Murdock · [00:13]
大多数做沙箱的人都在计算上赚钱。坦白说，在我看来这是个愚蠢的主意。
指向原始笔记的链接
most sandbox people make money on compute. Frankly, that’s a dumb idea in my opinion.
—— Jerry Murdock · [27:19]
我们就是不干这些。我的想法是，让我们把钱花在确保我们以最高水平的服务运营上。然后我们的客户会变成我们的品牌管理者，变成我们最好的品牌大使。
指向原始笔记的链接
We just wouldn’t do it. And my thought was let’s spend the money to make sure we operate at the highest level of service. And then our customers will become our brand managers. They will become our best brand ambassadors.
—— AJ Loiacono · [34:37]
而我会说，你必须把你的初创公司当作这是你这辈子唯一能看到的一笔钱来对待，每一笔开支都是，包括你的时间，因为我常这么说，时间是我们最宝贵的资产。我买不到它，存不住它，也换不回来。
指向原始笔记的链接
And I’m like, you have to treat your startup like this is the only money you’re ever gonna see in your life, and that every single expense, including your time, because and I say this time is our most valuable asset. I can’t buy it, I can’t store it, can’t replace it.
—— AJ Loiacono · [53:23]
加密货币和区块链从根本上说是以金钱为导向的技术。
指向原始笔记的链接
Crypto and blockchain were fundamentally money-oriented technologies.
—— Michael Tannenbaum · [30:10]
但是对于 token 和 GPU 的需求是如此无限，像字面上你可以决定投入多少钱来驱动漏斗顶部和增长。
指向原始笔记的链接
But the demand is so unlimited for tokens and for GPUs, like literally you can just decide how much money you’re putting into it in order to drive top of funnel and growth.
—— Martin Casado · [47:51]
我是说在这种情况下，如果你像，我想详尽无遗地探索每一种蛋白质组合，我们可以直接把它变成一个金钱问题。
指向原始笔记的链接
I’m saying in this case, if you’re like, I want to exhaustively explore every protein combination, we can just turn that into a money problem.
—— Martin Casado · [61:58]
但如果回溯一年前，他们所有的钱都是风险投资资助的亏损。
指向原始笔记的链接
But if we go back a year ago, all the money they had was venture-funded losses.
—— 嘉宾 · [01:57]
因为今天任何人在每兆瓦 1000 万到 1500 万美元的算力上都能赚钱。
指向原始笔记的链接
because anyone can make money off of 10 to $15 million per megawatt compute today.
—— 嘉宾 · [14:28]
智能需要在所有这些事情背后运行,许多不同的系统需要被连接起来,所有那些 token 都要花钱。
指向原始笔记的链接
Intelligence needs to be run behind all of these things, and many different systems need to be connected, and all those tokens cost money.
—— Cliff Obrecht · [04:13]
所以，大多数查询，Google 在上面是亏钱的。
指向原始笔记的链接
So, most queries, Google loses money on.
—— Parag · [35:51]
他说过：我们没有钱，所以我们得动脑子。
指向原始笔记的链接
He said, we have no money, so we have to think.
—— Sir Peter Beck · [02:57]
我认为医疗保健领域刚开始发生的最大转变之一，就是从行业内所说的病患护理（公司在你生病时从你身上赚钱）转向预防（当他们让你保持健康时才赚钱）。
指向原始笔记的链接
And I think one of the biggest shifts in healthcare that was just starting is the shift from what is in the industry called sick care, where companies make money off of you when you’re sick, to prevention, where you make money when they keep you healthy.
—— Vijay Pande · [21:19]
现在，这三家公司所有 AI 收入的 70% 来自 OpenAI 和 Anthropic，这两家不盈利、不可持续的公司，如果没有这些完全相同的公司给它们钱，它们根本无法生存。
指向原始笔记的链接
Right now, 70% of all AI revenues across those three companies are from OpenAI and Anthropic, two unprofitable, unsustainable companies that literally cannot afford to exist without these very same companies giving them money.
—— 嘉宾 · [04:24]
同样地，就像如果你的钱来自石油而不是来自一个生产性的广泛分布的经济，成为残酷的独裁政权会更容易一样，如果经济运行在 AI 和机器上而不是人类上，某人要巩固权力可能会容易得多。
指向原始笔记的链接
And in the same way that, like, it’s easier to be a brutal dictatorship if your money comes from oil instead of from a productive sort of broadly distributed economy, it might be much easier to sort of for someone to consolidate power a lot if, you know, the economy is running on AI and machines rather than on humans.
—— Ryan Greenblatt · [07:51]
VC 的钱很久以前就在 Anthropic 和 OpenAI 上用光了，这就是为什么没有 VC 拥有它们任何一家超过1%或2%的股份。
指向原始笔记的链接
The VC money went out on Anthropic and OpenAI long ago, which is why no VC owns more than 1% or 2% of either of them.
—— 嘉宾 · [12:30]
然后像Perplexity投资或OpenAI投资这样的东西简直就是，尤其是OpenAI，是供应商融资，作为芯片供应商的你选择给你的客户钱。
指向原始笔记的链接
And then something like perplexity investment or OpenAI investment is literally, especially the OpenAI, is vendor financing, where you as the vendor of the chips are choosing to give your customer money.
—— 嘉宾 · [20:39]
所以从税收政策的角度来看，为钱而工作的劳动，其税率永远不应该高于从资本中赚取回报。
指向原始笔记的链接
So from a tax policy perspective, labor working for your money should have never been taxed higher than earning returns on your capital.
—— 嘉宾 · [18:28]
智能体现在可以持有自己的钱，自主地花这些钱，但要在你设定的护栏之内。
指向原始笔记的链接
The agents can now hold their money, spend that money autonomously, but within the guardrails that you set.
—— Harshal Bhangale · [19:38]
我们可能是 Airbnb 的第 30 个投资者，但我想我们赚了第二多的钱。
指向原始笔记的链接
We were probably the 30th investor in Airbnb, but I think we made the second most amount of money.
—— Brian Singerman · [39:46]
随着时间推移，这实际上会让你花钱，因为每一轮都在喂入所有这些来自失败尝试和出错轮次的额外上下文。
指向原始笔记的链接
That is actually going to cost you money over time because every turn is feeding all this extra context from failed attempts, turns gone wrong.
—— Santi Garza · [28:12]
而这些公司，比如 Instinct,以远超其所处发展阶段的极高价格融到了钱，比如 25 亿美元，这表明风投界对这一类别有大量的兴奋，且不论对错。
指向原始笔记的链接
And these companies, like Instinct, have raised money at extraordinarily high prices for the stage of development they’re at, like $2.5 billion, indicating there’s a lot of venture excitement about this category, rightly or wrongly.
—— 嘉宾 · [25:54]
因为就像明天，如果我发布一个闭源模型，如果我把它保持闭源、强迫一切通过我的 API 路由，我字面意义上就会赚到更多的钱。
指向原始笔记的链接
Because like tomorrow, if I release a closed model, I just will literally make more money if I just keep it closed and I force everything to route through my API.
—— Aaron Levie · [15:46]
很多业务运营是完全确定性的，所以有很多 AI 被用在了不该用的地方，只是在让你花钱。
指向原始笔记的链接
A lot of business operations are fully deterministic, so you Do m that there’s a lot of AI that’s being used in places that it shouldn’t be used and it just costing you money.
—— Ran Arusi · [21:56]
他的名字我一时想不起来，但他说过，在软件行业，赚钱的方式只有两种：打包和解包。
指向原始笔记的链接
His name slips my mind, but he said there are only two ways to make money in the software business: bundling and unbundling.
—— Eric Simons · [19:26]
太早，你会花太多钱；太晚，你也会花太多钱，而且毫无成果。
指向原始笔记的链接
Too early, you spend too much money, too late, and you spend too much money and have no success.
—— Andrew Anagnost · [20:35]
就像钱现在可以以信息的速度移动，就像一条 WhatsApp 消息一样。
指向原始笔记的链接
It’s like money can now move at the speed of information, just like a WhatsApp message.
—— Brian Armstrong · [20:37]
令人惊讶的是，互联网有多少是基于少数几个开源代码库——它们由优秀的工程师创造，并不是为了赚一大笔钱，而真的只是为了推动技术向前发展。
指向原始笔记的链接
It’s surprising how much of the internet is based off of a handful of open source repositories that great engineers have created and not for seeking a bunch of money on the other side, but really just for pushing the needle of technology forward.
—— 嘉宾 · [58:33]
所有的钱都是在最顶尖的那一成里赚到的。
指向原始笔记的链接
all, all, all the money is made in that kind of top, top decile
—— Andrew Chen · [14:57]
所以我们说,嘿,与其我们给你钱,不如你给我们钱?结果这对每个人都非常划算。
指向原始笔记的链接
And so we said, hey, instead of us giving you money, why don’t you give us money? And that worked out for everyone very well.
—— David Alleman · [09:26]
现在出生的孩子将永远不会工作，至少不会为了钱而工作。
指向原始笔记的链接
That kids that are being born now will never work, at least for money.
—— Matteo Franceschetti · [60:18]
为什么要用乐趣、影响力、挑战，以及多得永远花不完的钱，去换只是数倍于多得永远花不完的钱？
指向原始笔记的链接
Why swap fun, influence, challenge, and more money than you could ever spend for only a multiple of more money than you can ever spend?
—— 嘉宾 · [47:27]
私募基金存在的唯一原因就是赚钱。就是这样。没别的了。
指向原始笔记的链接
The single reason that privates exist is to make money. Period. End of story.
—— David Morehead · [00:00]
我不是在为 GP 的最佳业务做优化。我是在努力为我们的学生优化最大的一堆钱。
指向原始笔记的链接
I’m not optimizing for the best business for the GP. I’m trying to optimize for the biggest pile of money for our students.
—— David Morehead · [17:39]
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]
书里说，对他而言，赚钱只是一场游戏，是对他的想象力和专业能力的一种测试，看他能把一个商业概念推进到多远。
指向原始笔记的链接
So it says to him, making money was only a game, a test of his imagination and expertise to see how far he could drive a business concept.
—— 嘉宾 · [01:23]
如果我要拿别人的钱，我最好是出于正确的理由。
指向原始笔记的链接
If I’m going to take someone’s money, I better do it for the right reasons.
—— Goggin · [24:31]
只有极少数青少年才应该去融资。
指向原始笔记的链接
Like only a very small number of teenagers should be raising money.
—— Gagan Viani · [16:28]
但如果你在运营金融服务，如果你在转移真实的钱，如果你在计算人们的税，冗余就是这个系统的名字。
指向原始笔记的链接
But if you’re running financial services, if you’re moving real money, if you calculate people’s taxes, you know, Redundancy is the name of the system.
—— Tomer London · [34:52]
这些企业通常利润率薄如刀片,所以通过优化某些事情所能产生的影响是实实在在的。那是装进他们口袋里的钱。
指向原始笔记的链接
These businesses usually have razor-thin margins, so the impact you can make by optimizing certain things is real. It’s money in their pocket.
—— Maggie Crowley · [30:07]
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]
我知道这听起来很精英主义，但当你没有很多钱的时候，我会整天都押注你自己，提高你的现金流，这样就没有人能拥有你。
指向原始笔记的链接
And I know that sounds elitist, but when you don’t have a lot of money, I would bet on yourself all day and increase your cash flow so nobody can own you.
—— Codie Sanchez · [08:21]
赚钱的时候，一切都会变得更有趣。
指向原始笔记的链接
Everything’s more fun when you’re making money.
—— Codie Sanchez · [09:31]
数据说明不要只为了钱去创业。
指向原始笔记的链接
The data says don’t do it just for the money.
—— Codie Sanchez · [22:30]
但她对我说，即使你用现在这种追逐的方式得到了钱，它不仅不会让你充实，反而会对你有害。
指向原始笔记的链接
But she said to me, even if you were to get money the way you’re chasing it, it not only will not fulfill you, it will be negative for you.
—— 嘉宾 · [21:22]
因为它的 PR 多得多,所以花的钱也多得多,所谓多得多,我是指整整 9 美分。
指向原始笔记的链接
Because it has a lot more PRs, it cost me a lot more money, and by a lot more money, I mean nine whole cents.
—— 嘉宾 · [09:33]
而我真的认为，能吸引很多人的那个钩子是，它会让人感觉像免费的钱。
指向原始笔记的链接
And I actually think the hook that’s going to get a lot of people here is it’s going to feel like free money.
—— Anish Acharya · [12:09]
你还必须身处一个做错事比做对事赚得更少的环境。
指向原始笔记的链接
You also have to exist in an environment where doing the wrong thing makes you less money than doing the right thing.
—— Cory Doctorow · [32:42]
从长期来看,钱是一个糟糕的激励因素,因为不管你有多少,你都想要更多。
指向原始笔记的链接
Money is a terrible motivator in the long term because whatever you have, you want more of it.
—— Jamie Siminoff · [68:42]
所以要创造一些涉及——我在做有意义的事情,我在参与,我在为世界做贡献,我在养活我的家庭。那才是钱应该流向的地方。
指向原始笔记的链接
So creating things that involve, I’m doing things that are meaningful, I’m participating, I’m contributing to the world, I’m providing for my family. That’s where the money should be wrapping into.
—— Reid Hoffman · [36:15]
我们最终卖给客户并从中赚钱的产品其实有三种:我们可以卖数据中心,可以卖 GPU,还可以卖 token。
指向原始笔记的链接
There’s really like three products that we ultimately sell to customers where we’re making money. We can sell data centers, we can sell GPUs, and we can sell tokens.
—— Chase Lochmiller · [00:23]
人们花在闭源前沿模型上的钱确实比开源多,但他们在开源上生成的 token 比闭源多。
指向原始笔记的链接
I do think that people are spending more money on closed source frontier models than they are on open source, but they are generating more tokens on open source than closed source.
—— Chase Lochmiller · [49:15]
但那从来就不是你的钱。你没有挣到那笔钱。
指向原始笔记的链接
But that was never your money. You didn’t earn that money.
—— 嘉宾 · [15:32]
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]
你总能融到更多钱。你无法融到更多时间。
指向原始笔记的链接
You can always raise more money. You cannot raise more time.
—— Jonathan Awad · [35:10]
我唯一的自我，就是为我的投资人赚钱。
指向原始笔记的链接
My only ego is to make money for my investors.
—— Venky Ganesan · [16:58]
金钱不会改变人。
指向原始笔记的链接
Money doesn’t change people.
—— Venky Ganesan · [50:53]
因为我们不和用户对赌，用户输钱时我们并不赚钱。
指向原始笔记的链接
Because we also don’t treat against our users, we don’t make money when users lose.
—— Luana Lopes Lara · [07:39]
他们赚钱，他们的收入等于客户的亏损。
指向原始笔记的链接
They make money, their revenue is equal to customer losses.
—— Luana Lopes Lara · [07:45]
当钱押在上面时，人们会以不同的方式被激励去说真话。
指向原始笔记的链接
When money’s on the line, people are incentivized to tell the truth in a different way.
—— Bob Safian · [14:34]
它们激励真相——如果你对了，你就赚钱——而不是标题党，对吧？
指向原始笔记的链接
They incentivize truth, if you’re right, you make money, versus clickbait, right?
—— Luana Lopes Lara · [22:35]
卖方市场的态势意味着这些公司的优先事项是能筹集到尽可能多的钱、能尽可能快地建数据中心、能尽可能快地部署芯片，而不是去打磨底层服务的真正质量。
指向原始笔记的链接
the dynamic of it being a seller’s market means that the priority for these companies is how can they raise as much money as they can, how can they build data centers as fast as they can, and how can they deploy chips as fast as they can, rather than working on the true quality of the underlying service.
—— 嘉宾 · [54:03]
那是开始，因为很多商业模式，归根结底是在帮人们用金钱换时间。
指向原始笔记的链接
It was the start because a lot of business models, you ultimately end up helping people trade money for time.
—— Alyssa Ravasio · [12:41]
我尽量不去想这个问题：这个人是不是只是因为想要我的钱才和我做朋友？
指向原始笔记的链接
I try not to think about this, but is this person just my friend because they want my money?
—— Turner · [51:07]
所以我卖给创始人的不是我的钱。如今钱是同质化的商品。我给你的任何一笔钱，总有别人的钱比这更多。
指向原始笔记的链接
So what I sell to the founders is not my money. Money is fungible commodity today. Any amount of money I give you, somebody else has more money than that.
—— Bilal Zuberi · [53:01]
在这件事上我比较倾向 Degnan 那一派：如果你效率高到那个程度，你大概是在把钱留在桌上，你需要更多销售。
指向原始笔记的链接
I sort of lean in the camp of Degnan on this one, where if you’re that efficient, you’re probably leaving money on the table and you need more reps.
—— Max Freeman · [40:05]
所以这个程序可以很愚蠢，但只要有越来越多的钱汇给它，并获得繁殖所需的资源，人工生命就会说它可以寄生我们当中最聪明的人。
指向原始笔记的链接
So the program can be stupid, but as long as it gets more and more money sent to it and gains the resources to reproduce, artificial life will say that it can parasitize the smartest of us all.
—— 嘉宾 · [13:13]
很多未来的公司会小得多，而且能赚很多钱。
指向原始笔记的链接
A lot of future companies will be way smaller and will be able to make a lot of money.
—— Arvind Srinivas · [12:36]
我的看法是，10 年、20 年后，那 190 种货币可能会变成 10 种，因为世界上这么多国家的财政状况如此严峻，以至于很多法币并不是真正的钱。
指向原始笔记的链接
My view is that 10, 20 years from now, those 190 will be maybe 10 because the fiscal situation in so many countries around the world is so dire that a lot of that fiat money is not real money.
—— David Vélez · [25:54]
蒸馏是一种有效地花更多钱来换取算力等价物的方式。
指向原始笔记的链接
Distillation is a way to effectively spend more money to get what is compute equivalent.
—— Nathan Lambert · [10:00]
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