大宗商品 (commodity)
集里怎么说它
- 《Ben Thompson:美国赢得 AI 竞赛反而是危险的》(31:55起):本集说科技行业整体不理解大宗商品市场：价格由边际供应商决定、服务成本是唯一重要的东西；并预言算力乃至智能最终都会变成大宗商品并改变世界。
① 提到它的金句
8 条
在我们的 GM 结构中，我们的激励总是把工程人数视为一种商品。
指向原始笔记的链接
In our GM structure, our incentives were always to think of engineering headcount as a commodity.
—— Dhanji Prasanna · [45:01]
我从未见过任何像这样的商品,但在我看来,对足够高质量且价格足够低的智能的需求实际上是无限的。
指向原始笔记的链接
I’ve never seen any commodity quite like this one, but it seems to me like the demand for sufficiently high-quality intelligence at a sufficiently low price is effectively uncapped.
—— Sam Altman · [34:26]
而且你知道，如果有什么问题，他们仍然致力于与你合作，而不像如果是 PLG 并且你更像是一种商品业务，每个人都只是因为你是最便宜的提供商而切换。
指向原始笔记的链接
And you know that if there’s something wrong, they’re still committed to working with you versus like if it’s very PLG and you’re more of a commodity business where everyone’s just switching because you’re the cheapest provider.
—— Shensi Ding · [54:55]
你不能把它们看作完全分离的，这就是为什么公司很难用现成的通用硬件构建真正卓越的体验。
指向原始笔记的链接
You can’t think of them as completely separate, which is why it’s difficult for companies to use off-the-shelf, commodity hardware and build truly excellent experiences.
—— Willem Avé · [05:45]
模型、基础设施、生态系统，这个大会上向你推销一大堆东西的每个人，都只是大宗商品。
指向原始笔记的链接
Model, infra, ecosystem, everyone selling you tons of stuff at this conference is just commodity.
—— Ayush Bhardwaj · [19:10]
你可以做一些相对同质化的东西，并打造出一家有趣的公司，因为提供那种同质化产品的其他玩家都是僵化的，不会快速行动。
指向原始笔记的链接
You can do something that’s relatively commodity and build an interesting company because the other players who provide that commodity are stale and are not going to move fast.
—— Bilal Zuberi · [12:49]
所以我卖给创始人的不是我的钱。如今钱是同质化的商品。我给你的任何一笔钱，总有别人的钱比这更多。
指向原始笔记的链接
So what I sell to the founders is not my money. Money is fungible commodity today. Any amount of money I give you, somebody else has more money than that.
—— Bilal Zuberi · [53:01]
银行业终究是一种大宗商品式的产品，所以你应该能拿到 100% 的市场份额。这没有发生，因为系统里存在大量惰性。
指向原始笔记的链接
Banking is a commodity product ultimately, so you should be able to get 100% of the market share. That doesn’t happen because there is a lot of inertia in the system.
—— David Vélez · [11:49]
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