跨国深谈

护城河 (moat)

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护城

护城河 (moat)

概念
本站收录 11 集 · 13 条金句 · 关联 10 个

集里怎么说它

① 提到它的金句

13 条

护城河是关于上下文和记忆的。
the moat is about context and memory.
—— Brian Balfour · [30:40]

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人类数据中唯一的护城河是对受众的访问。
The only moat in human data is access to an audience.
—— Garrett Lord · [00:30]

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我认为正在这样做的产品，他们对自己应用程序的性能如何有着非常敏锐的感觉，人们不谈论这个，因为这是他们的护城河。
I think the products that are doing this, they have a very sharp sense of how well their application is performing, and people don’t talk about it, because this is their moat.
—— Shreya Shankar · [68:16]

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而你在整个组织中或你自己的生活经验中建立的那种知识，我觉得那种痛苦就是转化为公司护城河的东西。
And that kind of knowledge that you built across the organization or across your own lived experiences, I feel that pain is what translates into the moat of the company.
—— Aishwarya Reganti · [73:40]

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15 年前，我们基本上认识到软件不是护城河，这是今天每个人都在通过 AI 发现的事情。
15 years ago, we essentially learned that software is not a moat, which is something that everyone is discovering today with AI.
—— Evan Spiegel · [10:24]

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因为每个人都可以写自己的框架，你的不一定比我的更好或更差，因为实际上就像，如果你的整个防御或护城河是你与其他所有东西的集成生态系统，嗯，我也可以 vibe code。所以，你到底有什么用？
Because everyone can write their own framework, and yours is not not necessarily as better or worse than mine because it’s actually like, if your your whole defense or your moat is your ecosystem of integrations with everything else, well, I can vibe code that too. So, like, what the hell use are you?
—— Swyx · [16:04]

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我认为另一个有趣的问题是,如果你是一家前沿实验室,真正的护城河在哪里?是在智能中,还是在工具链中?
I think the other interesting question is, where is the real moat if you’re a frontier lab? Is it in the intelligence or is it in the harness?
—— Sriram Krishnan · [07:20]

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我是说，这就是为什么我们现在有一场「SaaS 大末日」，因为它在质疑每一家软件公司的护城河。
It is, I mean, this is why we have a SaaSpocalypse now, is it’s kind of questioning every software company’s moat.
—— Jon Noronha · [25:15]

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但如果你能在六个月内获得 5 亿美元的收入，你可能也会在六个月内失去 5 亿美元的收入。对我来说，当你发展得超级、超级快时，护城河是什么是不清楚的。
But if you can get 500 million in revenue in six months. It’s just, it’s unclear to me what the moat is when you go super, super quickly.
—— Ben Rudolph · [19:32]

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它触及了那个更宏大的理念，即技术已不再是护城河。
And it gets towards that broader idea of the technology is just no longer the moat.
—— Eno Reyes · [30:20]

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而我真正看待这件事的方式是，复杂性既是 Shopify 的挑战，也是它的护城河。
And the way that I really think about that is complexity is both the challenge and the moat for Shopify.
—— Jess Hertz · [12:14]

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护城河是非常防御性的。而护城河总是会被攻破的，不是吗？
Moat is a very defensive. Motes are always the breach, aren’t they?
—— Tony Kim · [27:04]

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我认为大型模型公司有一些大的护城河，因为它们最终提供 token。
I think the large model companies have some big moat because they ultimately give the token.
—— Peter Steinberger · 来自原文

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