集里怎么说它

• 《沙堡时代：AI 赢家的画像变了——投资人 Eric 谈算力、云与机器人》(18:14起):本集以数据库为例讲竞争前沿漂移：接口规定清晰、AI 最擅长规定清晰的事、智能体不厌倦翻译规格，迁移从「千万别碰」变得近乎小事一桩；数据库没死，但胜出标准变成从零到无穷的扩展性、成本、可迁移性。

① 提到它的金句

24 条

如今如此多有价值的科技公司实际上并不是从任何技术突破开始的。它们建立在某种技术突破之上，最终构建了更多的技术。但实际上很多这样的公司，比如 Facebook，只是付出了努力，尤其是早期阶段，在本质上的人类连接数据库之上构建有价值的东西。
so many of the tech companies that are most valuable today didn’t really start with any technological breakthrough. They were built on some kind of technological breakthrough and they ended up building a lot more technology. But really a lot of these companies, like Facebook for example, just put in the hard work, the elbow grease, especially in the early stages, to take essentially a database of human connections and build something valuable on top of it.
—— Peter Deng · [23:03]

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我们最近发现了一个数据库凭证,它可以访问全球3.6%的PII。
We found a database credential recently that had access to 3.6% of the global PII.
—— Firas · [21:17]

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当你说,嘿,清除暂存数据库,而它在你的笔记本电脑上发现了一个它可以使用的令牌,并且它认为它正在与暂存一起工作,但实际上它是生产环境,现在它刚刚删除了一切。
when you say, hey, wipe the staging database and it finds a token on your laptop that it can use and it thinks it’s working with staging, but actually it’s production and now it just deleted everything.
—— Arjun Singh · [10:58]

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于是现在突然之间，数据库迁移——软件业里你头号不该做的事——变得……
So it turns out that now, all of a sudden, database migration, which used to be the number one thing you would not do in software, is like…
—— Eric Vishria · [19:05]

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她其实并不知道数据库是什么，但她有一个。
She doesn’t really know what a database is, but she has one.
—— Benjamin Guo · [08:38]

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一个是我们会有泛化能力更好的系统，因为每当你增加一个搜索引擎、或向量数据库(它就是一种搜索引擎)、或某种步骤间的路由逻辑，这种人工整理就真的限制了系统做很多不同事情的能力。
One is we will have systems that can generalize better because every time you add a search engine or a vector database, which is a search engine, or some conditional logic to route between the steps, this human curation really limits the ability of that system to do a lot of different things.
—— Alexander Whedon · [30:24]

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归根结底，如果你是一家数据库公司或基础设施公司，你的生死基本上取决于核心技术的强弱。
If you’re a database company or an infrastructure company, you kind of live or die based on the strength of the core technology.
—— Jordan Tigani · [31:58]

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引用 Satya Nadella 的话，SaaS 公司就是一个带业务逻辑的 CRUD 数据库。
SaaS companies, to quote Satya Nadella, a SaaS company is a cred database with business logic.
—— Tim Sanders · [57:25]

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它们不想要 SEO,不想要广告，它们只想要一个几乎像世界信息数据库一样的东西，而这正是我们一直在努力构建的。
They don’t want SEO, they don’t want ads, they just want almost like a database of the world’s information, which is what we were always trying to build.
—— Will Bryk · [10:14]

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而这些是数据库在 35、40 年前就解决了的问题，人们却差不多忘了这一点。
And these are things that the database fixed 35, 40 years ago, and people have kind of forgotten about that.
—— Ignacio Martinez · [19:23]

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对我来说,我认为智能会更像一个数据库,而不是一个同事。
to me, I think intelligence will be more like a database than a co-worker.
—— Diogo Almeida · [15:59]

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我想我甚至看到了构建独立智能体的可能性，它们监控你的数据库、监控系统、实时给出建议，远超开箱即用的初始开发，而这一切在幕后使用的都是同一套工具。
And I think I see even the ability to build independent agents that are monitoring your database, monitoring the system, making recommendations in real time, above and beyond just the initial development out of the box, all using the same tools behind the scenes.
—— Brandon Purcell · [47:54]

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而会是智能真正运行在数据库内部。
It’ll be intelligence actually runs inside of the database.
—— Hamad Bashir · [49:09]

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把所有东西都放进一个数据库，然后给你的智能体一个 SQL 工具，让它处理剩下的部分，这真的很有效。
It’s really effective to just put everything in a database and then give your agent a SQL tool and let it handle the rest.
—— Charlie Holtz · [08:29]

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问题就来了，人们会凭感觉把他们的生产数据库搞垮，然后就直接被扔掉了。
The problem then comes is that people will vibe their production database into the ground and like it just gets thrown away.
—— David Burns · [41:12]

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而且结果某种程度上证明，当你真正专注于开发者体验的核心时，你最终得到的东西同时也是非常好的原语，能让 AI 安全、可靠地与数据库协作并帮助它扩展。
And it does kind of turn out that when you really focus on that core of the developer experience, what you actually end up with is also very good primitives for AI being able to work with a database safely and reliably and helping it scale.
—— Ben · [18:12]

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为什么 LLM 删掉了我的数据库？嗯，因为它没有因果性的概念。
Why did the LLM delete my database? Well, because it has no concept of causality.
—— Sam Newman · [95:59]

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每个月都有故事说某个智能体删了点东西，导致别人丢了生产数据库。
Every month there’s a story where someone lost their production database because the agent deleted something.
—— Andy Pavlo · [00:03]

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而在一年之内，几乎每一个数据库厂商都有了他们自己的向量索引。现在这已经变成了某种意义上的标准入场筹码。
And within a year, pretty much every single database vendor had their own vector index. And now it’s become sort of standard table stakes.
—— Andy Pavlo · [03:35]

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所以说到底，每个人都应该把所有东西放进数据库系统里。
So at the end of the day, everybody should be putting everything in a database system.
—— Andy Pavlo · [16:47]

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我要说的是，我不能说是谁，有两家数据库公司问过我，怎么让智能体在推荐时优先推荐他们的数据库而不是 Postgres。
And I will say, I can’t say who, I’ve had two database companies ask me how to get their database to be recommended first by an agent over Postgres.
—— Andy Pavlo · [18:58]

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这基本上就像 SEO。怎么让智能体学会，嘿，我应该用我的数据库 X 而不是 Postgres。
It’s basically like SEO. How do you get the agent to learn like, hey, I should use my database X instead of Postgres.
—— Andy Pavlo · [19:20]

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是的，数据库系统领域有句老话：需要十年，但它是一个系统。你可以在三年里构建出前 90%，然后剩下的 10% 要花接下来七年。
Yeah, the old adage from database systems is that it takes 10 years, but it’s a system. You can build the first 90% in three years and then the remaining 10% takes the next seven years.
—— Andy Pavlo · [29:34]

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超过 60% 的开源数据库系统的提交来自智能体。
Over 60% of the open source database systems have commits coming from agents.
—— Andy Pavlo · [30:37]

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