① 他说过的话

14 条

长期来看，我认为今年我们会以大概五五开的后台与实时工作负载收尾，但我看到这会走向九比一、偏向后台。
Long-term, I think, you know, we’re going to end this year at maybe 50-50 background and real-time workloads, but I see this going to 90-10 in favor of background.
—— Neil Movva · [08:37]

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在某个时候，人们开始开这个玩笑：安全已经变成了工作量证明。
At some point, people started to make this joke that security has become proof of work.
—— Neil Movva · [10:05]

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直到今天，我告诉我所有的工程师：我们追求的是 100% 光速。
To this day, I tell all my engineers, we’re chasing 100% speed of light.
—— Neil Movva · [18:17]

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而其中的关键就是极其廉价的智能。
And the key to that is incredibly cheap intelligence.
—— Neil Movva · [11:49]

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我喜欢说：没有坏芯片，只有坏定价。
I like to say there’s no bad chips. There’s only bad pricing.
—— Neil Movva · [45:11]

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我非常乐意让他们继续睡在这芯片上，而我去能买多少就买多少。
I’m very happy for them to sleep on this chip and for me to buy as much as I can.
—— Neil Movva · [45:48]

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我描述我们所做的事情的方式之一是：我们会购买世界上任何地方、任何时长、任何芯片。
So one of the ways that I describe what we do is we will buy any chip anywhere in the world for any duration of time.
—— Neil Movva · [53:59]

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一个只有 95% 在线率的数据中心基本上不会有买家。我就是那个买家，我会买 95% 在线率的。
You’d have basically zero buyers for a data center that has 95% uptime. I’m that first buyer. I will buy 95% uptime.
—— Neil Movva · [55:02]

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首先，我们搜寻芯片；然后，我们再为这些芯片搜寻电力。
Well, first we scavenge chips and then we scavenge power for those chips.
—— Neil Movva · [57:44]

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我们想建世界上最好的钢铁厂，但它会通过小钢厂来实现，而不是通过大型整体钢铁厂。
We’re trying to build the best steel factory in the world, but it will come through mini mills, not through large monolithic steel plants.
—— Neil Movva · [58:11]

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看到那些 GPU 只是硅片和电力的投入却闲置在那里，我身体上都感到痛苦，我想修复这个问题。
It pains me physically to see that those GPUs are just silicon and power going into that and it’s just sitting idle and I want to fix that.
—— Neil Movva · [62:15]

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我不认为在根本上可以阻止信息或模型能力的扩散。
I don’t think it’s fundamentally possible to prevent the diffusion of information or model capabilities.
—— Neil Movva · [67:51]

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我的工作就是把 token 做到人类可能做到的最低价。
My job is to make the tokens as cheap as humanly possible.
—— Neil Movva · [69:39]

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机器能够思考是件不可思议的事，我们应该尽力把它交到尽可能多的人手中。
It’s incredible that the machine can think and we should try to get that into as many hands as as many people as possible.
—— Neil Movva · [70:05]

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② 出现在这些集

1 集

• 《把 token 压到最便宜：一家「代币工厂」的算力拾荒术》 — 作为主持

③ 他谈到的

点进去有真内容 —— 本页主要出口

Patrick O’Shaughnessy · SAIL Research · NVIDIA · AMD · Cerebrus · TSMC · 智能体 · 推理 · GPU · KVCache

④ 也在聊「智能体」的人