集里怎么说它

• 《11亿美元投向AI的“钢筋水泥”:风投为什么重新爱上硬件》(16:02起):本集用 Switch 反驳数据中心『泼脏水』叙事:这家 a16z 被投公司向电网回馈电力、用水极少,并为未来芯片液冷做了准备。

① 提到它的金句

9 条

所以如果你是一家说“我们要等下一个更聪明的模型出来震撼所有人”的公司，那么过去两年一直与我们合作的所有竞争对手只需要扳动开关，因为他们能利用基础模型的改进，而他们将领先你两年。
So if you’re a firm that says, hey, we’re going to wait for GBT5 to come out and have it blow us all away with it being smarter than humans, all of your other competitors that have been working with us for the past two years are going to just flip the switch because we are able to take advantage of those foundational model improvements and they’re going to be two years ahead of you.
—— John Willett · [20:59]

指向原始笔记的链接

你正在使用模型 A。你能切换到模型 B 并往上爬吗?如果可以,那么你在掌控之中。如果不可以,你就没有掌控权。
You’re using model A. Can you switch it to model B and climb up? If you can, then you’re in control. If you can’t, you’re not in control.
—— Satya Nadella · [12:06]

指向原始笔记的链接

所以以 Switch 为例，它们实际上是把电力回馈给电网。它们不是在消耗。而且它们已经把基础设施建造得能够实现这一点。它们用水非常少。
So in the case of Switch, for example, they actually contribute power back to the grid. They don’t take away. And they’ve built their infrastructure to enable that. They use very little water.
—— Jen Kha · [16:34]

指向原始笔记的链接

五年后，今天成功的公司里有七成到那时将完成从 SaaS 到 harness 的转变。
Five years from now, seven out of 10 companies today that are successful then will have made the switch from SaaS to harness.
—— Tim Sanders · [58:22]

指向原始笔记的链接

当你从一个模型切换到另一个模型时,这可以把你的成本削减 10 倍、一个数量级。
And when you switch from one model to another, that can cut your cost by 10, by a factor of 10.
—— Christian Klein · [54:00]

指向原始笔记的链接

你基本上是在充当一个路由器，一台 Cisco 路由器或交换机，在两个代表你工作的有状态智能体之间，但它们没有能力相互通信，所以你需要给它们提示。
You are basically acting as a router, a Cisco router or a switch between two stateful agents that do work on your behalf, but they have no ability to communicate, hence you need to prompt them.
—— Vlad Luzin · [03:23]

指向原始笔记的链接

然后想象五年后的那份记忆——不是一个聊天机器人,而是一个永远不会遗忘你的私人心智,没有任何人能把它关掉,而且它对你的了解超过以往任何系统,因为你是唯一一个训练过它的人。
Then picture that memory five years from now, not a chatbot, a private mind that never forgets you, that nobody can switch off, and that knows you better than any system ever has, because you were the only one who ever trained it.
—— Dylan Couzon · [14:32]

指向原始笔记的链接

你基本上就是一个 Cisco 路由器和交换机，在这两个有状态的智能体之间传递数据包。
You are basically a Cisco router and a switch moving packets between these two stateful agents.
—— Vlad Luzin · [02:40]

指向原始笔记的链接

它可以把这个极度匮乏的系统转变为丰饶。
It could switch the system that’s in so much scarcity into abundance.
—— Alyssa Ravasio · [13:01]

指向原始笔记的链接

② 出现在这些集

1 集

• 《11亿美元投向AI的“钢筋水泥”:风投为什么重新爱上硬件》 — 作为被讨论公司

③ 关联

点进去有真内容 —— 本页主要出口

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