集里怎么说它

• 《Snap CEO Evan Spiegel：做硬件、当瓶颈，产品护城河究竟在哪》(11:18起):本集把它说成 Snap 最反直觉、也最难被抄袭的业务壁垒;做硬件的动机是造一种能把人从屏幕前解放出来、带回朋友身边的新型计算机。
• 《Square 产品负责人：聊天机器人时代已结束，AI 要替小商家干真活》(00:15起):本集说硬件出现在商家的真实物理空间里，必须平易近人、易用、令人愉悦，关键是要将软件形态与硬件形态结合，不能分开想

① 提到它的金句

21 条

关键在于让硬件开发看起来更像软件开发，无论在比特的世界还是原子的世界里，都要降低迭代的成本。
The key thing is to make hardware development look more like software development, to reduce the cost of iteration, both in the world of bits and in the world of atoms.
—— Blake Scholl · [12:34]

指向原始笔记的链接

在硬件领域，经验取胜。这是大蠢公司里的老人讲的一种谎言之一，它根本不是真的。
In hardware, experience wins. This is one of these lies told by old people at big, dumb companies, and it’s just not true.
—— Blake Scholl · [42:53]

指向原始笔记的链接

关键是让硬件开发看起来更像软件开发,降低迭代成本,无论是在比特的世界还是原子的世界里。
The key thing is to make hardware development look more like software development, to reduce the cost of iteration, both in the world of bits and in the world of atoms.
—— Blake Scholl · [12:34]

指向原始笔记的链接

在软件领域，如果你有了那个逻辑框图，你基本上已经完成了 80%,剩下的就是进入市场的执行问题。而在硬件领域，你才完成了大概 2%。
In software, if you have that logical block diagram of like why it works and everything else, you’re kind of 80% of the way there. And it’s a matter of go to market execution. In hardware, you’re like 2% of the way there.
—— Eric Vishria · [32:22]

指向原始笔记的链接

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。
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]

指向原始笔记的链接

我们从基本上看不到硬件方面的路演，到现在超过 20% 的路演是硬件这类物理世界相关的。
We went from seeing basically nothing in terms of hardware pitches to over now 20% of our pitches are hardware kind of physical world related side.
—— Jen Kha · [20:00]

指向原始笔记的链接

但我们从未犯过那种错误，以为自己身处硬件行业。
But we never made the mistake of believing that we were in the hardware business.
—— 嘉宾 · [33:49]

指向原始笔记的链接

令人兴奋的地方在于，在某种程度上，你从软件中获得的收益，与你从硬件中获得的收益是相乘的。
That’s the exciting piece, is that to some extent, the gains that you get from the software, they are multiplicative with the gains you get from the hardware.
—— Stefano Ermon · [19:18]

指向原始笔记的链接

我们有客户在 Tiger Cloud 环境里，每秒有两万、三万个查询，每天打出数十亿次查询，而用的在我看来只是普通硬件，并非疯狂专用硬件。
And we have customers that are in our Tiger Cloud environment that have 20,000, 30,000 queries a second that are hitting billions of queries a day against what I would consider nominal hardware, not crazy specialized hardware.
—— Brandon Purcell · [19:26]

指向原始笔记的链接

我有一个犀利观点的论断：这个 Muse charm 其实更多不是想赢下硬件这场游戏，而是 Meta 团队在现实世界里的数据收集——鉴于它有摄像头和多个麦克风，用来了解现实世界究竟是如何运转的。
I have a hot take thesis that this Muse charm is actually less about trying to win the hardware game and it’s more about data collection in the real world for the meta team in terms of how the real world actually functions given it has a camera and multiple microphones.
—— David Pawlan · [16:22]

指向原始笔记的链接

但与此同时,我们也鼓励少买,这对硬件业务来说是适得其反的,对吧?那我们为什么这么做?因为归根结底,我们存在是为了把员工体验做到绝对世界级。
But at the same time, we also encourage buying less, which is counterproductive to a hardware business, right? So why do we do that? Because ultimately we exist because we want to make that employee experience absolutely world-class.
—— Faisal Masud · [14:54]

指向原始笔记的链接

我们的原则性方法是:我们不在乎你运行什么硬件,我们想确保能帮助你把那个环境运行得更好。
Our principled approach was: we don’t care what hardware you’re running, we want to make sure we can help you run that environment better.
—— Faisal Masud · [16:51]

指向原始笔记的链接

所以我认为在这件事上采取非常教条的立场是不明智的，因为随着新证据的出现和更好硬件的出现，这一切都会改变。
So I don’t think it’s wise to take a very principled view about this because all of this will change as new evidence emerges and better hardware emerges.
—— Kirthana Gopalakrishnan · [78:31]

指向原始笔记的链接

所以这已经成为让你能够在 NVIDIA 硬件上以每秒约 1,000 个 token 运行相当大的模型的关键技术之一，而不必去用像 LPU 或 Cerebras 这样的新型加速器。
So this has emerged as one of the key techniques to allow you to operate, say, 1,000 tokens per second on NVIDIA hardware for actually fairly large models without having to go to a novel accelerator like an LPU or Cerebris.
—— Charles Frye · [53:06]

指向原始笔记的链接

AI 数据中心很可能是专门定制的，与硬件协同设计，甚至到冷却和电力分配等方面。
An AI data center likely is going to be much more purpose-built, co-designed with the hardware, even to the point of cooling and power distribution, et cetera.
—— Amin Vahdat · [04:13]

指向原始笔记的链接

你必须每六个月把那硬件生成 token 的能力翻一倍。而其中来自软件的部分会和来自硬件的部分一样多，甚至更多。
You have to double the capability of that hardware to generate tokens every six months. And as much or more of that is going to come from software as it is from hardware.
—— Amin Vahdat · [13:33]

指向原始笔记的链接

我们的硬件工程师使用 AI 的程度和软件工程师一样多。而且生产力已经提升了。
Our hardware engineers are using AI as much as the software engineers are. And productivity has gone up.
—— Amin Vahdat · [57:16]

指向原始笔记的链接

我真心劝大家不要让 VC 告诉你硬件已经变容易了。并没有。事实上，在某些方面变得更难了。
I really encourage people to not let VCs tell you that hardware has become easy. It has not. In fact, it’s become in some ways harder.
—— Bilal Zuberi · [11:49]

指向原始笔记的链接

因为最终，是硬件承载智能。
because eventually, it’s hardware that carries intelligence.
—— Jason Ma · [21:44]

指向原始笔记的链接

现在很多讨论都集中在机器人基础模型、模型、数据上，但我认为硬件，以及造出好硬件有多难，这一点被严重低估了，但我认为那会极其重要。
a lot of the discussion centers around a robot foundation model, model, data, but I think hardware and just how hard it is to build good hardware. It’s very under-emphasized, but I think That’s going to be extremely important.
—— Jason Ma · [23:14]

指向原始笔记的链接

真正做得好的团队，是那些拥有软件开发体验的团队，或者把机器人当作软件问题而不是硬件问题来思考的团队。
The teams that are actually really doing well are ones that have a software development experience or are thinking about them as a software problem, not necessarily as a hardware problem in robotics.
—— 嘉宾 · [17:39]

指向原始笔记的链接

② 出现在这些集

2 集

• 《Snap CEO Evan Spiegel：做硬件、当瓶颈，产品护城河究竟在哪》 — 作为概念
• 《Square 产品负责人：聊天机器人时代已结束，AI 要替小商家干真活》 — 作为概念

③ 关联

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