Olivia Moore
① 他说过的话
9 条
排名前 1% 的用户，每月用个人信用卡在 AI 上花费 903 美元。
指向原始笔记的链接
The top 1% user is spending $903 per month personally on their personal credit cards on AI.
—— Olivia Moore · [00:24]
我认为平台能做到的事情，其改进速度比消费者真正愿意使用它们的速度要快，这一点到目前为止我们在整个 AI 领域都有所见证。
指向原始笔记的链接
I think what the platforms are capable of is improving faster than true consumer willingness to use them, which we’ve seen kind of throughout AI so far.
—— Olivia Moore · [12:05]
她有一句很棒的话，我可能说不准，但大意是：大多数人并不是想节省时间，他们是在寻找打发时间的方式。
指向原始笔记的链接
She has this great quote, I’m probably going to botch it, but it’s something like, most people aren’t looking to save time, they’re looking for ways to spend their time.
—— Olivia Moore · [18:46]
实际上，我并不一定希望那 4.5% 直接为 AI 产品付费的人群比例继续扩大，这可能有争议，因为我投资消费级 AI 产品，而且我是个消费级 AI 最大化主义者。
指向原始笔记的链接
I actually don’t necessarily want to see that 4.5% of people paying for AI products directly expand, which is maybe controversial because I’m like invested in consumer AI products and I’m a consumer AI maximalist.
—— Olivia Moore · [20:44]
假设性地，他们应该能够收更高的价格并获得更高的转化率，因为他们作为对用户的了解实在多得多。
指向原始笔记的链接
Hypothetically, they should be able to charge more and have higher conversion rates because they just know so much more about you as a user.
—— Olivia Moore · [25:21]
我觉得我们可能会看到，随着他们深入投入，OpenAI 能够做到非常厉害的定向投放，甚至比 Meta 还要好——Meta 以前在这方面算是顶级的，就是因为他们对你了解太多了。
指向原始笔记的链接
I feel like we may see, as they lean into it, OpenAI being able to do crazy good targeting, like even better than I think Meta, which previously was like best in class for this, just because they knew so much about you.
—— Olivia Moore · [28:51]
Claude 在付费订阅者数量上实际上已经超过了 Gemini，这有点疯狂，因为 Gemini 的整体安装量和用户基数要大得多。
指向原始笔记的链接
And Claude has actually passed Gemini in terms of number of paid subscribers, which is kind of crazy given Gemini has a much bigger install base and user base overall.
—— Olivia Moore · [30:59]
我们普遍看到的这个趋势，即在位者不愿意或无法蚕食自己现有的界面。
指向原始笔记的链接
This trend we’ve seen in general, which is incumbents being unwilling or unable to cannibalize their existing interfaces.
—— Olivia Moore · [39:04]
因为一封 99.9% 像我语气的邮件和一封只有 85% 像我语气的邮件之间的区别，就是花大约 10 秒钟修改和花 10 分钟以上的区别。
指向原始笔记的链接
Because the difference between an email that is 99.9% sounds like me and even an email that’s 85% sounds like me is the difference between spending like 10 seconds to fix it and like 10 plus minutes.
—— Olivia Moore · [44:31]
② 出现在这些集
3 集
- 《AI 不抢工作，是找不到人：Lassie 如何用智能体接管小诊所的文书地狱》 — 作为主持
- 《硅谷的隐形货币：别人愿不愿意为你背书》 — 作为联合主持
- 《一半美国人在用 AI，只有 4.5% 在付钱：消费级 AI 的钱到底在哪》 — 作为主持
③ 他谈到的
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