AI行業全部收入幾乎來自3000萬程序員，15億知識工作者才剛起步

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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.

在這一點上我和Eric的想法非常一致，就是這一切都會成功。他的說法我很喜歡，我的說法略有不同：所有這些問題的答案都是「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15億知識工作者。但這一切——比有史以來最好的公司增加的收入還要多——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.

有一個重要的驗證事件，就是Kirkland律所宣布他們要花5億美元自建技術棧。

David George16:51

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

所以不讓這些東西真正擴散進你的經濟裡，其實是一種野蠻。

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.

我們很早以前做過一個分析，基本上顯示私募市場一半的回報產生在種子輪到B輪之間，另一半回報產生在C輪及以後。

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.

他說，那你的營銷策略是什麼？我說，我們其實不太需要營銷，這在增長投資裡不算個事。他看著我說，這是我聽過最蠢的主意。

David George44:17

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

我從不做空有救世主氣質的創始人，也從不做空一個人們真心喜愛的產品。

David George47:23

數字與實體

術語

skeuomorphic擬物化使用

用新技術模仿舊產品的使用方式，而非發揮新技術本身的特性

blast radius(編程的)輻射半徑

大模型公司認為值得親自下場做第一方產品的相鄰領域

model busters(戲稱)越級進化的公司

David George對Databricks這類不斷靠AI自我重塑、估值屢被低估的公司的戲稱

harness模型外殼程序

包裹模型、決定它如何與用戶和環境交互的產品層代碼

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