AI行业全部收入几乎来自3000万程序员，15亿知识工作者才刚起步

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I am very, very closely aligned with Eric on this point that it's all going to work. I actually like the way that he framed it up. I framed it up slightly differently, which is just like the answer to all this is and.

在这一点上我和Eric的想法非常一致，就是这一切都会成功。他的说法我很喜欢，我的说法略有不同：所有这些问题的答案都是「和」。

David George1:07

There's 1.5 billion knowledge workers. But like basically all of this, which is like adding more revenue than the best businesses that have ever been created, is on the back of a small group of people.

全世界有15亿知识工作者。但这一切——比有史以来最好的公司增加的收入还要多——都建立在一小群人身上。

David George3:13

there was a major validation event, which was when Kirkland came out and said they were going to spend 500 million bucks to build their own technology stack.

有一个重要的验证事件，就是Kirkland律所宣布他们要花5亿美元自建技术栈。

David George16:51

So like it is barbaric to not actually allow for these things to diffuse into your economy.

所以不让这些东西真正扩散进你的经济里，其实是一种野蛮。

David George29:12

We did this analysis a long time ago that basically showed half of private market returns get generated between the seed and the B. And then half of returns get generated from the C plus.

我们很早以前做过一个分析，基本上显示私募市场一半的回报产生在种子轮到B轮之间，另一半回报产生在C轮及以后。

David George36:13

And he's like, well, what's your marketing strategy? And I was like, we don't really need a marketing stretch. It's not really a thing in growth. And he just like looked at me, and said like, that's the dumbest fucking idea I've ever heard.

他说，那你的营销策略是什么？我说，我们其实不太需要营销，这在增长投资里不算个事。他看着我说，这是我听过最蠢的主意。

David George44:17

I never short a Messianic founder, and I never short a product that people love.

我从不做空有救世主气质的创始人，也从不做空一个人们真心喜爱的产品。

David George47:23

数字与实体

术语

skeuomorphic拟物化使用

用新技术模仿旧产品的使用方式，而非发挥新技术本身的特性

blast radius(编程的)辐射半径

大模型公司认为值得亲自下场做第一方产品的相邻领域

model busters(戏称)越级进化的公司

David George对Databricks这类不断靠AI自我重塑、估值屡被低估的公司的戏称

harness模型外壳程序

包裹模型、决定它如何与用户和环境交互的产品层代码

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