Nikesh Arora
① 他说过的话
15 条
而且攻击要容易得多。作为 AI 实验室,防守要难得多。
指向原始笔记的链接
And it’s a lot easier to attack. As an AI lab, it’s much harder to defend.
—— Nikesh Arora · [01:44]
可以公平地说,从编程角度来看,它们在某些情况下已经超越了人类。
指向原始笔记的链接
It’s fair to say they have surpassed humans in certain cases from a coding perspective.
—— Nikesh Arora · [04:02]
我认为很多 AI 实验室想要抢在前面,确保围绕它有某种治理框架,以便他们能以自己想要的速度继续开发这项技术。
指向原始笔记的链接
I think a lot of the AI labs want to get ahead of it, make sure there is some governance framework around it to ensure that they can keep developing the technology at the pace at which they’d like to.
—— Nikesh Arora · [05:59]
如果你发现一个漏洞,一个零日漏洞,行业里修复它的平均时间是 55 天。
指向原始笔记的链接
if you found a vulnerability, a zero-day vulnerability, the average time to fix it was 55 days in the industry.
—— Nikesh Arora · [07:49]
市值是世界对贵公司战略、执行力以及业务潜力的所有预期的总和,对吧?
指向原始笔记的链接
The market cap is the sum total of the expectations of the world about the strategy, execution, and the potential for your business, right?
—— Nikesh Arora · [14:54]
人们在收购过程中犯的最大错误是低估了被收购业务的打造者的智慧。
指向原始笔记的链接
The biggest mistake that people make during acquisitions is underestimate the intelligence of the people who built the business that you acquired.
—— Nikesh Arora · [20:52]
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]
而我们生活在 0.1% 的用例里。
指向原始笔记的链接
We live in the 0.1% use case.
—— Nikesh Arora · [25:45]
过去 20 年里没有任何软件带有观点。
指向原始笔记的链接
None of the software in the last 20 years came with an opinion.
—— Nikesh Arora · [27:48]
所以整个软件行业将在未来 10 年被重写。
指向原始笔记的链接
So the entire software industry will get rewritten in the next 10 years.
—— Nikesh Arora · [27:51]
我们将需要更多 AI 就绪的人才,所以我不认同那种关于就业岗位的论调。
指向原始笔记的链接
We’re going to need more AI-ready people, so I don’t buy the jobs argument.
—— Nikesh Arora · [32:38]
如果你不好奇也不学习,我去哪里找这些人呢?
指向原始笔记的链接
If you’re not curious and not learning, where am I going to find these people?
—— Nikesh Arora · [35:29]
他是我认识的最年长的人,却有着一个青少年的风险偏好。
指向原始笔记的链接
He’s the oldest man I know with the risk appetite of a teenager.
—— Nikesh Arora · [48:53]
所以你只需要相信,你原以为要五年才能实现的事,两年就会实现。
指向原始笔记的链接
So you just have to believe that what you thought was going to take five is going to take two.
—— Nikesh Arora · [51:21]
目前,市场在为每家公司的完美执行定价。
指向原始笔记的链接
At the present, the market is pricing in perfect execution for every company.
—— Nikesh Arora · [52:03]
② 出现在这些集
1 集
③ 他谈到的
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Palo Alto Networks · CyberArk · Waymo · Google · 智能体 · 主观能动性 · 零日漏洞 · 护栏 · governance · 开源