① 他说过的话

17 条

我们有一个客户，是那些 AI 云之一，他们说，未来三年我们大概需要 500 PB。
We had a customer, one of these AI clouds, they said, we’re probably going to need about 500 petabytes over the next three years.
—— Renen Hallak · [00:01]

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随着时间推移，我认为所有这些组织的 IP 都将被蒸馏进模型，它将是权重。
Over time, I think all of these organizations’ IP will be distilled in models. It will be weights.
—— Renen Hallak · [06:09]

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我们白天推理,晚上微调,明天我们会比今天更聪明一点。
We infer during the day, we fine tune at night, and tomorrow we’ll be a little bit smarter than we were today.
—— Renen Hallak · [06:29]

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所以第一次，我认为我们今天到了一个 AI 已经证明它能做到我们不知道怎么做的事情的节点。
And so for the first time, I think we’re at a point today where AI has proven that it can do things that we don’t know how to do.
—— Renen Hallak · [18:11]

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它们能够识别哪些视频里有猫、哪些视频里没有猫，这再一次让我震惊，因为突然之间我们可以尝试模仿人脑，而不必真正理解人脑。
They were able to recognize which videos had cats in them and which videos did not have cats in them, which was, again, astonishing to me because suddenly we can try to mimic the human brain without really understanding the human brain.
—— Renen Hallak · [19:41]

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这些架构是建立在一种假设之上：系统要么需要快，要么需要大。而这里你需要的是既快又非常非常大的东西。
The architectures were built on an assumption that things needed to be fast or big. And here you needed something that was both fast and very, very large.
—— Renen Hallak · [21:04]

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我们的很大一部分成功要归功于你们，因为虽然向 VC 推销存储很难，但如今我们正在收获好处——竞争对手比本来会有的少得多。
I owe you guys a lot of our success because as hard as it was to pitch storage to VCs, now we’re reaping the benefits of having a lot less competition than we otherwise would have had.
—— Renen Hallak · [25:32]

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我一直告诉他们我们没有 B 计划，他们不喜欢这个说法。
I kept telling them we don’t have a plan B, which they didn’t like.
—— Renen Hallak · [26:37]

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这就是我们的护城河——我们是唯一拥有这个架构的公司。
That’s our moat, the fact that we’re the only ones with this architecture.
—— Renen Hallak · [27:00]

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不是百分之百，因为这些年有少数客户倒闭了，但没有任何人是主动决定「我要停止使用 Vast」的。
It’s not a hundred percent because a few of our customers have gone out of business over the years, but no one’s actively decided I’m going to stop using Vast.
—— Renen Hallak · [32:54]

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他们把一万个智能体放到一个由来已久的数学问题上，几天之内他们就带回了结果。
They set 10,000 agents loose at an age-old math problem and within a few days they came back with the result.
—— Renen Hallak · [41:21]

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有些 AI 云已经停止售卖更多容量，只因为它们未来一年半都已经售罄了。
Some of these AI clouds have stopped selling more capacity just because they’re sold out for the next year and a half.
—— Renen Hallak · [49:01]

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据我所知，我们只是处于世界大部分运转建立在 AI 之上的最最初期。
As far as I can tell, we’re just at the very, very beginning of most of the world running on AI.
—— Renen Hallak · [49:45]

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当你有一些新东西要建，而你还有一头需要关注的老现金牛时，这比有一些新东西要建却没有那种遗留负担要难得多。
When you have something new to build and you have this old cash cow to focus on, it’s a lot harder than when you have something new to build and you don’t have that legacy.
—— Renen Hallak · [56:04]

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你找到限制因素，然后把它消除。然后你再找到新的限制因素，再把它消除。
You find the limiting factor and you get rid of it. And then you find the new limiting factor and you get rid of it.
—— Renen Hallak · [64:33]

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作为 CEO,你不知道，但在一线的人知道。
As CEO, you don’t know. But the people that are on the ground know.
—— Renen Hallak · [65:59]

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坏事要大声、反复地说，好事要说一次、轻声说。
Bad things should be stated loudly and often and good things once and softly.
—— Renen Hallak · [66:26]

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② 出现在这些集

1 集

• 《300亿美元的隐形公司：VastData 要做 AI 时代的操作系统》 — 作为主持

③ 他谈到的

点进去有真内容 —— 本页主要出口

Matt Turk · VastData · NVIDIA · XAI · 软件基础设施 · AI 工厂 · 机密计算 · 权重 · 智能体 · 推理

④ 也在聊「智能体」的人