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Episodes

97. 25?Q1??????????????????AGI??????

????????????????2025??????Q1???????????????

???????????????????????????????????????????AI??????????????????Pre-training???????????Pre-training???????????????????Post-training+RL????+?????????

????????????Q1?????DeepSeek???????????Manus?OpenAI?????????????????????????????????????????????????AGI??????????AGI??????????

??????????????????2025????AI?????

????????????????????????????????????????????????04:22 Pre-training??????

????????Pre-training???????Pre-training??????????

???????????????Pre-training???????

OpenAI???????Pre-training?????OpenAI?Pre-train?????????

11:56 Coding?????????????????

???????AGI????????

Coding?????????????Coding?????GDP?????????????????????

Coding????????????????

19:55 OpenAI vs Anthropic?????????????

OpenAI?Anthropic???????????????????????bet??????????

OpenAI?frontier team???O???frontier team???Mark Chen????????Sam/Greg?????

????????????????????????????

?????OpenAI??????????????

30:18 ??AGI????????AGI roadmap?????

????????????????????

??????ChatGPT???????????????????????Coding?Coding Agent?General Agent?AI for Science?Robotics

ChatGPT????????Agent????

????????????????push??????????????????????????????????

???????OpenAI???

???Robotics Foundation model/Research???????

26/27????AI for Science??????

43:00 ?????????

????????????????????????

?????3?????1. ???2. ???3. ???

?????????????

??Chatbot?????????Token???Perplexity??????K Token????Manus?????70-80??Token

48:03 Agent????

??????AGI??????????????

Agent??????3????1. Long Context reasoning, 2. Tool use, 3. Instruction following????

AGI????milestone?long-term memory??????long context

55:49 ???????????Online Learning???

????????????????Online Learning??????????????????

?GPU?????????????

???????????Lepton AI?????????????????

01:02:45 ????????????????

???????20????copy SaaS??????SaaS??????token

???????????????????????????Cloud?OpenAI???????Azure Cloud?????OS????????????Operating System

??????AI???

????????????????feature system vs Learning system????

Perplexity/Cursor/Manus??????????

01:15:11 ??????????????AI????

GPT-4.5??????GPT-5?????????OpenAI?????????

????OpenAI???Anthropic?MCP???OpenAI?????????????????????

Manus vs Perplexity?????????????????????

????????25% Anthropic, 25% Bytedance, 10% OpenAI, 10% Mira Thinking Machine Lab, 5% SSI, 5% Cursor, 5% Manus, ??15%????

??DeepSeek?????????25%

01:54:32?????????????

???????????????????VC investor????????????????????

???????????

2023?????????????????????????????

2024?Q1?????AGI???????+??=????

2024?Q2????????????Perplexity??????????AI????

2024?Q3?AGI??????????????OpenAI o1?self-play RL

2024?Q4????????????????LLM????Google??

??????

???????????????

??????

???????@???-Benita????@???

???????????????

2025-03-31
Link to episode

96. ??????????10???????????????

??????????????????????????????????2024?12???????????????3?????????????

???13-18??????????18????????10???????????????????????????10??????????????????????????????????????????????????????????????

???????????????????????24????????????23???

??2025????AI?????

????????????????????????????????????????????????

01:32 10????????????????????????

04:30 2018???????+?????BEV+Transformer?Tesla???

12:07 ??????50-60?/??????/Cruise???7-8?????????????????????????????500?????

13:09 ????????????????????????

15:16 ??????????+??????????????

20:06 ????????????????

25:06 ?????camera??????

28:46 ???????????????????

41:14 ???????13-18?????18??????

50:50 ?L3??L2??????L4????

01:15:15 ????????????????+VLM+?????RL??

01:26:40 2024?3??????????

01:32:23 ??????????????????????????????????

01:35:51 ????????????????????

?????????????

????3?????????????AI?????????

??????FSD??????????????????

??????Robotaxi?ACRush??L2???????L4???

?????????3????????FSD???

?????????4?Waymo????????????????

??????

???????@???-Benita????@???

???????????????

2025-03-17
Link to episode

95. ?Manus??????3???????????????????????

???????????/??????AI??????

????????????????????????????????

?????????????????????????????????????????????????????????AI????????????????????????????????????????????????????????????????

???????2025????AI????????Agent?????????????????AI???????Agent?????????

??????????????????????????????????????????????

??2025????AI?????

????????????????????????????????????????????????

????????2024???????????????????????????????????????????????????????????????????????2023?????????2024??

03:03 ???????

05:15 ?????????????????????????????

17:04 ????????????????

33:16 ?VC?????????????????????????????????

42:10 ???????????????????????????

52:27 ????????????????????????????????

56:19 ???????

58:15 ????founder?????????????????????????

01:05:55 ??????????????????Monica.im?ChatGPT for Google

01:28:04 ?2022?????????????

01:48:38 ??? vs ?????????vs???????????????

02:02:14 ?????????????????????????????????????????????

????????2025???????DeepSeek????????AI?????????????????????????????????Agent???Manus??????????????????????????

02:09:32 2025???????2023???

02:10:09 ???????AI?????????????????

02:20:00 ????AI??idea???????????????????????????

02:21:01 ???????? vs ???????

02:23:51 DeepSeek????????????????????BE YOURSELF??

02:26:27 ??????????DeepSeek??????OpenAI o1????

?02:29:00-02:29:44 ????????????Perplexity??DeepSeek?

02:31:12 ??????????????????Agent?????

02:47:49 ????????A-ha moment????????????????

02:49:27 ????????????AI??????????????

02:51:36 ????????????????????

02:58:24 ????????????????????

03:01:02 ??DeepSeek?????????

03:01:53 ??????????

03:04:39 Peak Ji?Manus??????????????????????????????????????Basically nothing?

03:09:08 Founder?????

03:12:20 Founder????????????????????????????

03:15:00 ??founder??????????

03:17:50 ???????

??????

???????@???-Benita????@???

???????????????

2025-03-03
Link to episode

94. ????DeepSeek?Kimi?MiniMax????????????????????

???????????????????MIT???????????????????????????????DeepSeek?Kimi??????????

DeepSeek?Kimi????????????????????????????????????????????MiniMax?????????????????

??????????3???????????????????????????????

???????????AI????????????

2025????AI?????

??????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????02:30 ??????????????15:36 DeepSeek?????Native Sparse Attention: Hardware-Aligned and Natively Trainable Sparse Attention???

????????????????????????????????

??????????

?????????Native Sparse Attention ???? Full Attention

01:19:14 Kimi?????MoBA: Mixture of Block Attention for Long-Context LLMs???

???????MoBA???????????????????

??????????

01:44:42 MiniMax???????MiniMax-01: Scaling Foundation Models with Lightning Attention???

???????MiniMax-01???????????????

??????????

02:30:07 ????????

?????????

????DeepSeek-R1?Kimi K1.5?OpenAI o1?????????????????

????DeepSeek??9?????????????????

??????

???????@???-Benita????@???

???????????????

2025-02-24
Link to episode

93. ?????MiniMax???????AGI????????

???????????????????????????MiniMax??????????????

????2005??????????????????360???????????????????????????MiniMax???

?????????????????????20????????????????????????????

??????????????????????????AGI????????????AGI????????????????????????n?????

????????????????pro-human???????

????????????

?????????????????????????????????????????????????????20???? 02:00 ???????????????20? ????????????360????????????MiniMax? 03:39 ???????·????? 17:35 2005-2025???20?????????????????? 24:28 ????????????? 28:28 ?????????????????????????????? 39:29 ????????maybe????????? 42:50 ???????????????????????????? 52:00 ?????????????????????????AGI??

???AGI???92???????????

54:10 AI????????????????? 57:00 ?AI??? vs ????????????for AI????? 01:09:08 Agent???baby???AGI? 01:19:56 ?????n????????AI????/AI????????/AI????????? 01:24:30 ??????????? 01:26:03 ??AI??????????????????????AI??? 01:40:21 AGI?????????? 01:58:48 ???????????????

??????

???????@???-Benita????@???

???????????????

2025-02-21
Link to episode

92. ????????????????????????????

?????AGI?????????AGI????????????

???????????????????????AIR?????????????????????

???????????????????????????????????AGI???????????AGI??????????????

????????AI??????????????????????AGI??????????

???????????????????????????????????????????????? 01:45 ?AI?????????????? 03:57 ??????????????????? 05:53 ??????????AIR????????????????? 10:45 ?????AGI????????????????? 12:40 ???????????5????AGI?? 14:25 ?????????????????????10? 15:51 ???????????????????????? 21:05 ??????????????????copy??????? 22:25 ?????????????????????????? 39:38 ?????20???????????????? 45:56 ??10????? 51:27 ???????

??????

???????@???-Benita????@???

???????????????

2025-02-17
Link to episode

91. ????DeepSeek??9?????????????????

2025??????DeepSeek???????AGI??????????????????????????????

????????89??????????????????????????????????????????????DeepSeek-R1-Zero?R1?Kimi???K1.5???OpenAI?????o1????????????????????????RL???????????o1???

?????????????????????????????????????????????????DeepSeek?????????focus???????AI????DeepSeek??

?????????DeepSeek??1???????????????????????9????

???????????????????????????????DeepSeek???????????????????????????????????

????????????????????????????????????????????????????????????????????????????????????2025???AI??????????????????????????????????????????????????????03:01 ??????????????

?????Open?Honest???????????

DeepSeek????

21:00 ?DeepSeek LLM
Scaling Open-Source Language Models with Longtermism?????

45:48 ?DeepSeekMoE: Towards Ultimate Expert Specialization in Mixture-of-Experts Language Models?????

01:06:40 ?DeepSeek-V2: A Strong, Economical, and Efficient Mixture-of-Experts Language Model?????

01:40:17 ?DeepSeek-V3 Technical Report?????

DeepSeek????

02:05:03 ?DeepSeek-Coder: When the Large Language Model Meets Programming - The Rise of Code Intelligence?????

02:12:16 ?DeepSeek-Coder-V2: Breaking the Barrier of Closed-Source Models in Code Intelligence?????

02:47:18 ?DeepSeek-Prover: Advancing Theorem Proving in LLMs through Large-Scale Synthetic Data???DeepSeek-Prover-V1.5: Harnessing Proof Assistant Feedback for Reinforcement Learning and Monte-Carlo Tree Search?????

02:52:40 ?DeepSeek-R1: Incentivizing Reasoning Capability in LLMs via Reinforcement Learning?????

03:01:41 9????????????????????????

???????????

AGI??????????????OpenAI o1?self-play RL????????4

?OpenAI????????o1??????????????

??????o1??????????????????????

????DeepSeek-R1?Kimi K1.5?OpenAI o1?????????????????

??????DeepSeek????????

????DeepSeek????????????????????

??????

???????@???-Benita????@???

???????????????

2025-02-11
Link to episode

90. ?????????????AIGC???1????

1??????????????????????AIGC????????????????????????AI???

???????????????????????????????????????? ???????????????????????????6?????????????????

?????1??Allen Zhu????????????????????

????????????1????????????????????????AI??????????????????2025??????AI?????

???????????????????????????????????????????????? 01:30 DeepSeek?????AGI? 03:08 ???????curse??? 05:21 ???????????????????? 06:00 20???2000?DAU?DeepSeek???App??????????????? 07:00 ?????????????????????????? 11:19 ????????????????AI?????????? 14:40 ????????????????????????? 15:53 DeepSeek?????????????????? 17:40 OpenAI????????????????????? 18:09 ?????????????? 20:05 ???DeepSeek???????????? 21:02 ????????????????? 21:40 ???????????????????????????????????? 22:59 ???????????R1?????????AI????? 24:00 ??????????????????????? 26:14 AI???????????????????????? 27:51 ????DeepSeek CEO?????????????????????? 31:32 ??????????????Stargate???????????????? 33:29 ????????????????? 34:07 ??1????????????????AIGC???????????????????? 36:16 ???????????????????? 37:07 ??2024?????????????????????? 40:45 ???????????????????? 41:30 ??????????????????DeepSeek????????????? 42:08 ??????AI?????????Perplexity?Cursor?Devin? 47:39 ????????????????? 52:26 ???????????AI???????Low-Hanging Fruits??????? 52:57 ?????????????????????????????????????? 55:30 ?DeepSeek? 59:50 ???????

????????

??????????

1??????

??????????????AIGC???

??????

???????@???-Benita????@???

???????????????

2025-02-07
Link to episode

89. ????DeepSeek-R1?Kimi K1.5?OpenAI o1?????????????????

2025??????DeepSeek???????AGI??????????????????????????????????????????????

??????????????????????????????????????????????????????????

?????????????????????DeepSeek??????????????????????DeepSeek-R1-Zero?DeepSeek-R1??????Kimi???K1.5???????OpenAI???????o1????????????????????o3-mini?????????????????????RL?????

???????????????????????????????????????????

?????????????????????paper?????

??2025????AI?????

??????

??????????????????????????????????????????????????????????????????AI????????????????????????R1-Zero????????github.com

????????????????????????????????????????????????03:46 ??????????????16:06 OpenAI o1?????Learning to reason with LLMs???

?????openai.com

???????????????????

OpenAI?????????:

Reinforcement Learning ? ???? It learns to recognize and correct its mistakes. It learns to break down tricky steps into simpler ones. It learns to try a different approach when the current one isn?t working. ??????????????????????????????????????????????????????????????????????? ???????????????????????????????33:03 DeepSeek-R1-Zero and DeepSeek-R1?????DeepSeek-R1: Incentivizing Reasoning Capability in LLMs via Reinforcement Learning???

?????github.com

????????DeepSeek-R1????????????????????

35:24 ???Abstract?

37:39 ???Introduction?

44:35 ?????????R1-Zero?????R1????

47:14 ?????Approach?

48:13 GRPO?Group Relative Policy Optimization????????????????

57:22 ?????Reward Modeling?

01:05:01 ?????Training Template?

01:06:43 R1-Zero????????????????Performance, Self-evolution Process and Aha Moment?

????????Aha Moment????????????????

???????DeepSeek-R1-Zero??????????????????????????????????????????????????DeepSeek-R1-Zero?????????????????????????????????????????????????????????????????????????????????

?????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????

01:14:52 ?????????

01:16:18 DeepSeek-R1????????? Reinforcement Learning with Cold Start?

01:24:48 ???????????????Zero???????

01:28:51 ?????????????Distillation: Empower Small Models with Reasoning Capability?

01:35:27 ?????????????PRM??????????MCTS?

01:42:33 DeepSeek-R1?????????????????????????????????????

01:43:50 ?DeepSeek-R1????????

????????GRPO??, ????1000?batch size?????????????token???????

$2.2 / 1M tokens, ???100B tokens ? 0.22M ???????????????????????1M?????????????10???????? ??????????600????????01:49:05 KIMI K1.5?????KIMI K1.5:
SCALING REINFORCEMENT LEARNING WITH LLMS???

????????KIMI K1.5???????????????

?????arxiv.org

??????????????????????????paper???????????????????????????????????????Long2short???????

02:20:07 DeepSeek??????????????

02:24:35 ????????????????????????????????

???????????????????????OpenAI???100-200??/?????????

?DeepSeek??????????????????????????????????????????

??????????????????????????????

???????????????????????

???????????

AGI??????????????OpenAI o1?self-play RL????????4

?OpenAI????????o1??????????????

??????o1??????????????????????

??????DeepSeek????????

????DeepSeek????????????????????

??????

???????@???-Benita????@???

???????????????

2025-02-04
Link to episode

88. ???????OpenAI Operator?????????????????

2025??????AI?????????2025????????????

????1?24????OpenAI????????????Operator?????????????????????

?Operator????????????????25???????Agent?Agent?Agent???AI?????????????????????Google??????

??????Operator????????OpenAI???????????????????????????Operator?Agent???

???????????????????????????????????????????????? 02:55 ?Operator????? 04:19 Operator?AGI??????????????????????? 06:34 OpenAI??????????????????Operator????? 08:17 Operator????????o1???Agent o1??? 08:57 ???Operator?????? 11:13 Operator???????????????????????????Agent??????? 14:10 ??Operator????????Computer-Using-Agent?CUA? 19:02 2025?Agent????????+???? 20:49 ???2016??OpenAI???????????Web Agent????? 22:40 OpenAI?5?????????Chatbots????Reasoners?????Agents????Innovators???Organizations???????????????? 31:26 Operator?????????????????????????? 32:30 Operator????????????????????? 34:11 Operator???????Agent??????????????? 38:45 ???Chatbot???????????????Operator????????? 42:14 OpenAI???????????? 49:48 Agent???????????????????????????? 54:29 Agent??????????? 58:57 Operator?????????????????????????? 01:02:27 ??Agent???????????AI????????????? 01:06:46 ??????????????????????

????????????????????LLM????Google??

??????OpenAI????????o1??????????????

??????

???????@???-Benita????@???

???????????????

2025-01-25
Link to episode

87. ????3?????????????AI?????????

?????????????2025????????1???????????????????CEO???

2024?12??????????????????App??????????????????????????????????????????????Kimi???????????

????????????????????????????????????????????????????????????MEGA??????????????????????OpenAI CEO??????????????00???????

?????????????????????????????????????????????????????????????????????????????????

???????????????????????????????????????????????????????????????

???2025????????????

????????????????????????????????????????????????02:55 ????????? 1. ?????????? 2. ????????????????????? 3. ??OpenAI CEO??Sam Altman???? 4. ????+Mind GPT??????Kimi???? 5. ?????????+???? 6. L4????? 7. ??????????? 8. ??????????????? 9. ???????56:12 ????????? 1. ???????????????? 2. ?????????????? 3. L4?????????? 4. ??100%???????????01:17:50 ????????? 1. ???? 2. ??MEGA?? 3. ???????????L4?? 4. ????????????????all in 5. 2030?????????????? 6. ???????01:42:47 ????????? 1. ???????? 2. AI??????????? 3. ????????????? 4. ?????????????? 5. ????????????02:08:42 ????????????????????????? 02:08:42 ????????? 02:31:49 ????????????????????? 02:49:24 ???????

???????

????????????

??????????·????????·??????????

??????

????????????? & ??????

???????@???-Benita????@???jùn

???????????????

2025-01-02
Link to episode

86. ???????????????LLM????Google??

???????????????????5???2024?Q4??????????????????

??????????

?????????????????????????????????????????????2025?AI????????AI???????????????????

??????????????????????????????????ChatGPT?Anthropic?xAI?Perplexity?????????Kimi?????Coding???Cursor?Devin???????????????????????????????????????????????????????????

???????????????????????1?????????????????????????AGI??????????

???????Jùn????????????????????????????????????????????????????????????????????02:33 Part 1: OpenAI ChatGPT?????????Google????????beat Google????? ????????????????????+???????????? Google???Yahoo?????????????????????? ??????????????+??+??+?????? ??????????????????????????Google ?????????GMV???????AI??????????? Chatbot?????????????????????????????? ???????????????????? Context????????????????????????? ??AI???????????????????Mobile????????LLM???????? ????LLM?????Google?????????????Google???????????? ????Google????????????? ???OpenAI????????????Anthropic51:04 Part 2: ????AI????? Anthropic??Coding???????API???????????OS Anthropic????Agent????Agent?????????? Killer App?????????????????????????????????????????????????????????? xAI???????????upside???????? Perplexity???????????Agent Cursor?Coding????????????????????Cursor?????Action???????????? Devin??????????????????Agent????????????long horizon Agent????????? Mistral???????????????????????01:02:24 Part 3: ?2025/2026??????? 1/ Long horizon task ???????????????????????? 2/ ??????????????? 3/ AI?????????????????????? 4/ ???+scalable??????????????????????????????+Reward??????????? 5/ GPT-5/4.5 Orion??????? 6/ O1????????????scale RL/o1???????????????? 7/ ??Coding??????10???????????? 8/ Context???????????? ?????????????????????????????01:11:11 Part 4: ??Scaling Law Ilya????pretrain data wall????????????? ?????????????????reward model???????????reward model??????????????? O1???????????????AGI?? Scaling Law???????????????data?? ChatGPT??????????????????????????01:22:19 Part 5: ??2024 ????????2024?????????????? ????????????????? ???????????????? ??????????????????????????????? Mega7?????????? ????????????? ??????????????? ?????????????3??? 2024????2025????

???????????

2023?????????????????????????????

2024?Q1?????AGI???????+??=????

2024?Q2????????????Perplexity??????????AI????

2024?Q3?AGI??????????????OpenAI o1?self-play RL

??????

???????@???-Benita????@???jùn

???????????????

2024-12-22
Link to episode

85. ?????????????????????PMF?

Kevin Xu?????????????????????????????????????????????????

??Kevin??????????????????????????????????????????????????????????????????PMF?Product Market Fit??????????

???????????????????????????????????????????????? 01:30 ???? 02:23 22??????????????????????? 03:13 ????????scale up?????????? 06:46 ??????????????????????Product Market Fit 08:25 ?????????????? 14:31 ??????????????????????? 15:30 ????????????????? 19:25 ?????????????????????????? 22:08 ??????????????08??? 25:09 ?????????????????????????? 30:12 ????????????????fit??????? 31:35 ???????????????????? 32:19 ?????????4????????????? 33:36 ??????????????????????????????? 34:50 ???????????????????????????

??????

???????@???-Benita????@???jùn

???????????????

2024-12-16
Link to episode

84. ???4??AI????????????????

?????????????????????AI????????????????????????????????????????????

????????????????

?????????????????????????????????????????????????????12??????????????????1???????????

?????????????

???????????????????????????????????????????????? 01:48 ???? 02:45 94???????????? 12:49 ??AI???????? 14:34 ChatGPT?????100???? 22:18 ChatGPT???????????????? 25:39 23??????????????????????? 29:30????????????????? 33:50 ?????5?????????????????? 40:11 ??????????????? 42:40 ??????????? 44:52 ????????????????????????? 53:36 ?????????????????????????? 56:49 ???????????? 60:06 ????????? 70:30 ??????Cursor?NotebookLM?Perplexity 73:55 ??????????? 81:18 ????????? 83:18 90?CEO????????????????????????????????? 88:28 ????????????????AI?? 102:15 ???????

???????

???????

??????????????

??????

???????@???-Benita????@???jùn

???????????????

2024-12-10
Link to episode

83. ????3??????????????

???????????????????????????????Tae Kim?????????????????????????????????3??????????????

???????????????????????????????????????????????? 02:45 ??????????????????????????? 09:54 ???????????????? 16:16 ???????????????????????????? 22:05 Nvidia????Nvidia?????????????? 23:52 ????????????NV1?NV2????? 36:22 ?????????????????????????? 48:57 ???????????????Top 5?????????????????????????? 01:30:16 ???????????????????? 01:33:11 3??????????????

??????????????????????????????????GPU?

??????

???????@???-Benita????@???jùn

???????????????

2024-12-04
Link to episode

82. ????Vitalik Buterin??LLM???????????

???????????????Vitalik Buterin?????????Crypto?????????????

Vitalik???????????1994??19???????????20????????????????????????V???

????????????????????AI?Crypto???????????AI??????????????????????????????Crypto???????????????????????

??????????????????????

???????????????????????????????????????????????? 02:00 ??6??? 05:00 ??Crypto???????????????????? 10:03 AI????????ChatGPT????????? 13:35 OpenAI????????????????????????? 28:21 ????????????????????????? 35:18 ???????????????????? 37:56 Crypto?AI??????? 41:13 ?????????????????????????? 44:44 ?????????Web3??????????? 46:40 ?????? vs ???????????????Farcaster?Twitter?Warpcast?Firefly? 53:30 ????Crypto????????? 56:19 ????????????

??????

????????????? & ????

???????@???-Benita????@???jùn

???????????????

2024-11-26
Link to episode

81. ?????????????AGI???????????

???????????????????????????????????????????????AGI???????????

?????????????????CEO?????????CEO??????40???????????????????Google????????????????????????????????????????AGI???????????????????AI??????????

??????????????????AGI?????????????????????

????????????????????????????????????????????????

02:03 ?2024?????????????Geoffrey Hinton

09:19 Hinton???????????????GPU????????

10:20 23????????????????????????????????????????

15:17 24???????????????????????

27:36 ????????????????????Character.AI????

35:39 ????????AGI?????????????????????

41:25 ?????AGI?????????????????????????????

43:03 ?????????????????

49:43 ????AGI?7??????

54:11 ???????????2C?????????2B

01:02:22 2C?????????????

01:04:45 ??????????????????Super App

01:14:18 OpenAI????????????????

01:17:50 ?Generative AI's Act o1: The Agentic Reasoning Era Begins????????

01:20:11 ?????????????????

01:23:40 ?????????????????????

01:26:55 ?????????????????Meta????OpenAI?xAI?Google??????????

?????????

?Generative AI's Act o1: The Agentic Reasoning Era Begins?(???AI?o1????????????)

?Can AI Scaling Continue Through 2030??????????????????2030????

??????????

A Brief History of Time????????, by Stephen Hawking

Leonardo da Vinci??????·?·????, by Walter Isaacson

Man's Search for Meaning???????????,  by Viktor Frankl

??????

????????????? & ????

???????@???-Benita????@???jùn

???????????????

2024-11-11
Link to episode

80. ????????????????????AI???

????????????CEO???

??????????????????????????????

?????????????????????????????????????????????

?????????AI??????????????

????????????????????????????????????????????????????????????

???????????????AI????????????????????????

???????????????AI???????????AI?????????????AI??????????Perplexity???????????

???????????????14?????????????????

????????????????????????????????????????????????AI??????Perplexity 02:27 ??ChatGPT?????????????? 05:29 ?????1??????????????????? 06:50 ?????????????????AI???? 11:38 ???????????????????????? 21:16 Perplexity???????? 26:41 ???????????????????????????????? 38:09 ?????????????????? 43:01 ???????????????????????? 45:20 ?????????????????? 49:04 ?????????Meta??? 49:50 30??????????????????? 54:24 ???????????????????????? 56:01 ???????????????????????? 57:24 ???????????????????????? 47:58 ??????????????????????????????? 58:38 ??????????????????????????????? 01:01:59 ?????????????? 01:02:55 ??????????????????????????? 01:08:11 ?????????????????????????????? 01:09:00 ??????????????????????? 01:12:32 ????????????? 01:15:51 ????????? 01:16:31 ?????????CEO????????????????

??????

????????????? & ??????

???????@???-Benita????@???jùn

???????????????

2024-10-31
Link to episode

79. ????????Uber?????????Robotaxi??

?????????2?????Robotaxi?????????????????????????????????????????????????

???????Jùn????????????????????????????????????????????????????????????????????? 01:30 ???????????????????? 02:50 ??Party????????????? 05:54 ????Robotaxi????? 08:40 ???????????FSD??????FSD ?FSD?Full-Self Driving???????? 13:30 ????2025????????????FSD? 14:28 ??168??????????10?????????????????5-10?????????????? 17:45 ???????Cybercab??Model2???? 20:50 Model3?BOM??12-13????Model2?BOM??10??? 22:52 ?????????->????????->???????? 25:20 ??????????Cybercab??????20??/?????????????????30-40?? 28:19 ??????Car Partner????? 38:54 ????????Uber???? 39:41 ??????????Robotaxi???? 41:30 1????100?????????? 43:05 ??????????Robovan 47:45 ?????????????????????

?????????????

??????FSD??????????????????

??????Robotaxi?ACRush??L2???????L4???

?????????3????????FSD???

?????????4?Waymo????????????????

?????????5?????????????8?

??????

???????@???-Benita????@???jùn

???????????????

2024-10-13
Link to episode

78. ?????????5?????????????8?

????????????????????????????5??

?????????????????????????????????????????????????????????????COO????????????????????????????L2?L4????????????????FSD???????Waymo????????????????????72??74????

??????????????????????????????????????????????????????????????????????????????????????8??

?????72?74?78???????????

???????Jùn?????????????????????

????????????????????????????????????????????????

??????

????????????????????????????COO????????????????????????????Momenta??????????????????????CEO????????????????????????Orbeus????????????????????????????????????????????????????IPO???????????600?????????????????????????????????????????MBA???

???????????

??????VC????????????

????????

???????Momenta???

?????1???????????????????

16?????10?????Cruise???????????

?????????8??????????

16????????????????????????

??????????????

L2?L4???????????

????????????????????????

?????????????

??????FSD??????????????????

??????Robotaxi?ACRush??L2???????L4???

?????????3????????FSD???

?????????4?Waymo????????????????

??????

???????@???-Benita????@???jùn

???????????????

2024-10-08
Link to episode

77. ???????????????????????5?

2024????????PE????????????????????????????????????9?24??????????????????????????????????????

????????????

??????????????????????????VP??????????????????2017?????????????????????????5??????21???????????????????????????????????????????????????????????????????

??????????????????Apple Podcast?Spotify?YouTube?????????????????????Jùn???????????Apple Podcast????????Apple Podcast???????????????????????????

???????????????????????????????????????????????? 03:00 ???????NASA-??-???-??VP 06:27 ????????Two-Pizza Teams 20:51 ??5????????????21??? 26:06 ?????????????????????? 30:13 ???????? 36:46 ???deal?????? ?????????Grindr????????????????? ??????????Investing.com? ???????Coins 01:00:48 ?????? 01:05:22 ?????????????? 01:12:39 ???????Yahoo??? 01:16:45 ?????????? 01:18:50 ???????????????? 01:25:21 ??????????

??????

???????@???-Benita????@???jùn

???????????????

2024-10-05
Link to episode

76. ??????o1??????????????????????

???????????OpenAI o1?AGI???????????????????????????????????????????????????????????????????????????????????????????????

????????????

??????????????????????????????????????????????????????????????????????????????????o1??????????????????????????????

???????????????????????????????????????????????? 01:30 ?????????????????????????? 03:45 Sam Altman????????????Noam Brown??? 05:45 OpenAI o1??????????????????????? ?DIKW???Data ? Information ? Knowledge ? Wisdom? 08:18 ???o1???????????o1??????????? 09:04 ???????????????????????? 11:38 ???? vs ???? 16:39 ????????????????????????? 19:55 ???????????CoT???????????CoT? 22:16 ??o1 vs ??GPT-4 26:30 ???????????????????????? 28:35 ??????????????????????? 31:35 ????????????????????????

??????

???????@???-Benita????@???jùn

???????????????

2024-09-25
Link to episode

75. ?OpenAI????????o1??????????????

????????OpenAI o1???????????????Strawberry???????????????????AGI??????????????????

???????o1??????????????????????????????????????OpenAI?????????????????????????????????????o1??????????????????????OpenAI?

???????????????????????????????????????????????? 01:50 2019??OpenAI???? 03:04 ??????PHD????Google Brain?DeepMind 03:46 OpenAI o1-preview?????????????????????? 07:20 pre-training????????????????????????post-training????????????????AGI??????? 09:00 o1-preview???GPT-3??????ChatGPT???????? 10:33 o1?????????????????? 13:54 ?????????Scaling Law???????? 15:06 ????????reward model+?????+prompt??????? 16:42 2014????UC Berkeley??????????? 19:36 RL???????DQN?Deep Q-Network??PPO?Proximal Policy Optimization? 23:45 ?????????????????? 24:47 ??????AGI????????????? 29:57 ??o1-preview???????????? 34:00 reward model??????????????????????? 38:30 ???????????? 41:25 ?????????Q*????????????????? 49:49 o1??????????????????????? 57:57 ??Scaling Law?2019?OpenAI??????? 01:00:26 2019??OpenAI????????????? 01:03:20 OpenAI?????????????????KPI?????? 01:10:28 2020???OpenAI????

o1?????????AGI??????????????OpenAI o1?self-play RL????????4

??????

???????@???-Benita????@???jùn

???????????????

2024-09-18
Link to episode

74. ?????????4?Waymo????????????????

????????????????????????????4????????????????????????????????????????????????????????????????

????????????????????1????????????????2??Waymo?????????????????????????10??

???????????????????FSD?????????????????????Waymo?????????????????????????Waymo??????????????

???????Jùn????????????????????????????????????????????????????????????????????????????????????????

??????

????????????????????????????COO????????????????????????????Momenta??????????????????????CEO????????????????????????Orbeus????????????????????????????????????????????????????IPO???????????600?????????????????????????????????????????MBA???

02:00 Waymo??2009???Google X??????? 04:32 ???Google??????Sebastian Thrun??????????? 07:13 DARPA Grand Challenge???DARPA????????????????? 13:24 Waymo???????? 1. Sebastian Thrun?2009-2013??Sebastian Thrun?????????????????????????? 2. Chris Urmson?2013-2016??Chris Urmson???????????????????DARPA??????? 3. John Krafcik?2015-2021??John Krafcik???????????????????????????? 4. Tekedra Mawakana?Dmitri Dolgov?2021-2023??Tekedra Mawakana?Waymo??????????????????Dmitri Dolgov?Waymo?????????????????? 5. Dmitri Dolgov?Saswat Panigrahi?2023????: Dmitri Dolgov????CEO???Saswat Panigrahi?Waymo????????????????? 18:05 Waymo??????????????????????? 21:55 ?????????Waymo??????????Waymo???? 38:30 ???????Cruise????Kyle Vogt?????40????10????????? 43:24 ????????Cruise??????? 48:00 ???Waymo?Cruise?????????????????? 57:40 Uber????????????????????????? 59:17 ???????????Zoox?Aurora

?????????????

??????FSD??????????????????

??????Robotaxi?ACRush??L2???????L4???

?????????3????????FSD???

??????

???????@???-Benita????@???jùn

???????????????

2024-09-12
Link to episode

73. AGI??????????????OpenAI o1?self-play RL????????4

???????????????????4????2024?Q3???????????

??????9???AGI??????OpenAI??????????????Strawberry???????????????????Anthropic????Claude 3.5 Opus????????AGI?????????????

????????????AGI???????????????

????????AGI?????????????AGI?????????self-play RL??????????????????????????????????Scaling Law??????????????????????????????????????????self-play RL???????????????????????????Self-play RL???????????????????????Scaling Law?????????

???????self-play RL????????????????????????????

??self-play RL????????????????????Coding???????????????OpenAI???????????????????????????????AGI????????????????

???????Jùn????????????????????????????????????????????????????????????????????????????GPT-5???????????RL????? 02:30 ??????????????????scaling???????? 05:21 ????????????GPT-4o????????????????????? 06:43 ????????????????Scaling Law /Pre train????????????????????2-3T??????????? 09:37 ??scaling law??????????work???????????1????????????????????????????????? 2?10??????10??????????????????????????????? 3?????self-play RL????????????? 12:53 ????AI??CEO???200%??all in RL??? 13:40 ?????Reinforcement Learning???RL????????Ilya????????????AI??????????????????????????????????AI???????????????????? 19:05 ?????????????????????????? 22:39?????????????????????????????????????RL????????? 24:55 ??????????????self-play RL??? 27:07 Anthropic Claude 3.5???????????????Sora/??????RL?????????RL?????????? 28:35 ???????????????1-2????RL??????? 28:56 2024?9?OpenAI?Anthropic?????????????? 29:42 AGI???????????GPT-6?GPT-7??????????????????GPT-4o??????????????AGI????????????? 30:33 ????????? 32:52 Character.AI???Google??AGI?????????????????Noam?Google??self-play RL??? 34:36 ???????????GPU???????????? 37:06 AGI??????????researcher????????????? 38:55 Claude 3.5 Sonnet????????????Cursor????? 40:08 OpenAI???????Q*???????????RL 41:55 ????????all in 200%??RL 42:44 ?????RL???????AI??????????? 45:12 ???AI?????LLM???3-4????????Coding??????? 1?Coding???????4-5?????Devin?Augment ?Magic?Poolside????20-30?????????????Cursor?? 2?  ?????????????????????? 3????????????????OpenAI?????????????????????????????????? 57:00 ?????????????Pi?The Bot???????????????????????????????Skild AI?Figure AI? 58:31 ??vs?????????robot foundation model??????Andorid????????OV??? 01:01:56 LLM->???->????->???????AI???? 01:05:54 LLM vs ?????????????????????? 01:07:04 ???????????????????????? 01:08:05 ?????????????LLM?????????OpenAI????? 01:12:37 OpenAI 1?????????????????? 2??????Greg Brockman?John Schumann?? 3?Ilya?????bet on????????/?????????RL? 01:17:10 Q*????RL?????????????RL??? 01:18:07 ????????? David Cahn???????AI?s $600B Question? 01:20:00 ?2024?Q3?AI?????????? 01:22:45 Character.AI?????AI???????????? 01:23:38 2000????hype??????Amazon???????AI hype???????????Amazon? 01:24:24 AGI????????????????????

???????????

2023?????????????????????????????

2024?Q1?????AGI???????+??=????

2024?Q2????????????Perplexity??????????AI????

??????

???????@???-Benita????@???jùn

???????????????

2024-09-05
Link to episode

72. ?????????3????????FSD???

???????????V12??????????????????????????????5??????5????????????????????????????????????????????????

????????????????????????????3??

??????????????????????????????????????????????????????L2????????????????L4??????????????????????????????????????????

?????8??????????????????????????????????????????????????????????????Momenta??????????2019????????????COO????????????????????????????????????

?????????????FSD?????????????????????????FSD??????????????????????????????

???????Jùn????????????????????????????????????????????????????????????????????????????????????????

??????

????????????????????????????COO????????????????????????????Momenta??????????????????????CEO????????????????????????Orbeus????????????????????????????????????????????????????IPO???????????600?????????????????????????????????????????MBA???

01:30 ????????????????????????? 08:33 ??????????????????????? 11:17 ??????????????????????????????Pre-A?? 18:18 ?????????????????????????? 21:18 ???????FSD????????????????????V11.3.6??????V12.3?V12.4??????????? 27:37 ???L4??????FSD??????????L4????? 29:09 L2??????????????????????????????? 33:12 L2?L4??????????L2????????????L4????????????? 33:36 L1-L5???????????? 43:06 ???V12?????????????????????? 52:20 V12?????????GPT-3?? 54:11 ????????????????????????? 56:43 ??????????????both?????? 01:02:54 ????????????????????????? 01:04:07 ?????????vs???????????? 01:11:52 ????????????????????L2?L4 01:17:32 ?????FSD???????????? 01:19:18 ???????????????????

??????

???????@???-Benita????@???jùn

???????????????

2024-09-03
Link to episode

71. ??????Robotaxi?ACRush??L2???????L4???

????????????????????????????2??

???????????????????????Robotaxi???????????????????

?????????????????????????????????????????Google???????????????????????????????2016??????????????????????????????Pony.AI???????????CTO???????85???????????????????

???????????Robotaxi???????????????????????????????????????????L2????????L4?????????????????????????????????????????

???????????????????????????????????????????????? 02:11 ???????1????????2?Tesla??Robotaxi???? 04:39 ?????????????????1??/10??/100??/1000??/10000??????????????????????? 10:10 ????????Contest based metric system?????????????????????????????????? 16:45 ??????????????????????????????????? 17:18 ?????????100????100?1000??????????? 17:50 ??????????????????????? 1?????/???????????????????????? 2?????/?????????????????priority? 3????????/????????????????????? 4?????/??????L2????????L4??? 26:57 ???????8?????????????? 35:54 ?????????????????????????? 44:06 ??????????????????ACRush?????????????????? 49:10 ??20??????????????????Hold cold card?

??????

?????????????Robotaxi??L2??????L4????

???????@???-Benita????@???jùn

???????????????

2024-08-16
Link to episode

70. ??????FSD??????????????????

????????????????????????????????????????????????1??

??????????????????????????????????

??????????????CEO????

??1?????????CEO???????????????????????????????????????FSD?Waymo??????????????????????????????????????????????????????????

????????10?????????????????????????

??????????????????

????????????????????????????????????????????????????? 02:11 ???????????????????SU7???? 03:12 ??????????????????????? 03:25 ????????????????????????? 04:17 ?????????????????? 05:50 ????????????????????? 06:05 ?????????????????? 06:27 ????????????? 10:30 ???????UC???????? 14:14 ???????????????????????????? 15:56 ???????????????????????????????????????P7?????maybe G7??? 17:25 ?????????????????????? 20:18 UC?????????????????????????? 21:32 ?????????????????? 23:33 ??????????????????????????????? 24:33 ???????????????????????? 25:28 ?ChatGPT?????????????????????????? 26:00 ?????????????machine??????????? 27:25 ?????????????????? 29:58 ???????????????????????????????????????????????????????????????? 32:58 ????CEO???????????????? 33:20 ???????????????????????????????????????????????????? 35:10 ?????????Tesla?xAI 36:54 ???????????????????? 40:32 ????????????????????????????????????????????? 41:32 ????????????????????????? 42:45 ?????????????AI?????????????????????????????????????????????? 46:32 ????????FSD?????????????????????????? 47:40 ????????????????????????????????? 48:59 ??????????????? 51:40 ?????????????? 53:31 ?????????????????? 55:49 G9????????? 57:00 ?????????????????? 01:00:28 ????????????????? 01:01:35 ???????????????? 01:03:01 ????????????? 01:05:44 ???????????????????MONA M03???? 01:10:33 ???????????????????????2+3??01:14:00 ??????????????FSD?Waymo???????????

??????

????????????? & ??????

???????@???-Benita????@???jùn

???????????????

2024-07-16
Link to episode

69. ???????????Perplexity??????????AI????

???????????????3???????AI????????????????????

AI?????????????????????????????AI????Perplexity??????????????????Perplexity????????30????

???????????????????AI????????????GPT-5????????????????????????????????????????????????

?????????????????????????????????????????????????

???????Jùn?????????????????????????????????????????????????????????????????????02:16 ?????Perplexity ??1??????????Perplexity????????2000???????2000????ARR??????1????1???ARR???????20%??? Perplexity?????????????????? Perplexity??????????????????????? ???????Google SVP Jeff Dean?Meta?????Yann LeCun?OpenAI?????Peter Thiel?OpenAI????Andrej Karpathy???Solo GP Elad Gil?GitHub???CEO Nat Friedman?Databricks?????Reynold Xin?Hugging Face CEO Clément Delangue???????Bezos? ????????????????? 06:16 ???????????????PMF ?????????????????????-?????-?????????????????? Perplexity CEO????????????????????????? ??Perplexity???????Anthropic??Perplexity???????? 11:12 Perplexity?????30?????????????? Perplexity???????????????????????????? Perplexity A??????????????????????????????????? ??????Perplexity??????????????AI???Perplexity Perplexity???Google?OpenAI???????? ??Perplexity?Google????????????????? ??AI????Perplexity???????????????? 17:50 Perplexity??????????????????? ???????????????????? 18:25 ???30???????????Perplexity?????????19:16 ???AI???? ?????AI??????????????????AI????? 21:10 ??????????????????????????Meta?Apple???????? ???????OpenAI?xAI 22:50 AI???????????????? ?????????????????? ???????????????????????????latency? 26:55 ??6-12????????????????????? ????????????????????????????????????????????? ??????????? Apple?OpenAI???????Apple?Anthropic?????????????ChatGPT ?????????????????reasoning+??? 34:10 ?????????????????OpenAI GPT-4o?????API????????????????????? ????GPT???????????10?????OpenAI??????????????? AI????????????? ?AI?????????????? 36:33 ??????AI?????????????????36:58 GPT-5??????? OpenAI??????????????GPT-5?????? GPT-5????????GPT-5?????? ???GPT-4?GPT-5??????GPT-4o???????? ???????????????????? ??????????????xAI???????? 41:47 ?OpenAI?????????????????????????????infra???????????????????????? ????????????????????????45:35 ??????????? ????????????????? Scaling Law?????????????AGI?? ????????????????? ?????????????????? ?????????????????55:25 ???????????????????? OpenAI??????OpenAI?????? ???AI?feature????????? Google??????????????? ????????????????? Amazon Meta ?? ??? 61:43 ?????????????????????? 63:32 RAG?????????????????????? 64:18 ???????????????? 65:23 2024?????????????????????????

??????????

2023?????????????????????????????

2024?Q1?????AGI??????24 Q1?????????

?????????

Perplexity CEO?AI ??????????????

??????

???????@???-Benita????@???jùn

???????????????

2024-06-23
Link to episode

68. ?MiniMax???????MiniMax?????????????

??????MiniMax????????????????MiniMax???6????????????????????????????????????????MiniMax????????????

?????????????????GenAI????????????????

????????????????????????????????????????????????GenAI?? 01:00 ??????? 01:55 ???????????GenAI Summit SF 2024??? 03:36 ???????????????????AI??????????????? 10:18 ???AI??????????????????? 11:00 GenAI?????????????AI???10???? 11:40 ??10??AI??????????????? 13:05 ??AI??????????????AI??????????L4?????????? 15:05 ????????Waymo 18:22 2022??all in?????????????MiniMax????? 24:25 ??????????MiniMax??????????????????? 29:34 ???????????IO??Input/Output????????????? 31:46 MiniMax?????????????????? 33:57 MiniMax???????????????? 36:22 MiniMax???????????????-Glow-??AI????? 39:30 ?????????????????????? 40:39 ????????????? 43:38 ??????????????????????????????????? 47:12 ?????????????????????????? 49:24 ???????????????? 50:15 Club Deal??????????????????????? 51:00 ??????????????????????? 52:18 ??5????????????? 52:52 6?????????????? 55:00 ??????????PK??????? 56:56 ????MiniMax???????

????????????????????????????20??????????????????????????????????????????

??????

???????@???-Benita????@???jùn

???????????????

2024-06-11
Link to episode

67. ??????????????????????????GPU?

????????????????????????????????????????????????????????????????

??????????CSO?????????????????????????????????????????????????

1????????????????????????????????????????????????GPU??

2??????????????????????????????

???????????????????????????????????????????????? 01:34 ??????????????????? 04:05 ????????60???????????????? 07:53 ?????????60??????????1????? 09:43 ???????????1v1??? 11:30 ?????????Let?s reason together??????????? 12:27 Sounds kind of like a GPU. 14:26 ???????????????????????????? 18:36 ?????????????context, not control? 28:04 ????????????????? 31:17 ??????????????????? 35:27 ?????????????????????????????5??? 38:12 ????????????I torture you to greatness? 42:48 ??????????????????????????Market share is for the losers? 44:37 ?????????????? 45:10 ???????????? 47:47 ?????????????? 48:52 ?????????????????????????? 54:20 ???????????????CEO???????????

??????

???????@???-Benita????@???jùn

???????????????

2024-05-31
Link to episode

66. ?????IPO?GPT-4o??????????????

?????????????????????????AIGC???????????????????2438.HK??????????????????AI???????????????12??????????????????????????????????????????????????????????????????????

????????????????????????????

????????????GPT-4o?Google AI??????????????AI?????

????????????????????????????????????????????????

02:00 ?AIGC?????? 06:37 ??????????????????? 08:36 ??12???????????? 10:17 ????????????????? 12:38 ??????????vision????15:15 ??GPT-4o?????????? 23:20 ?????????????Sora??????? 24:30 ?????????????????? 29:45 OpenAI??????????? 31:50 ??????Google???? 41:51 ??????????????????????????Agent 46:46 ????????????????API???????????? 48:51 ???????3-5???????????????? 51:31 ???????????????????55:35 ????????12? 55:35 ??????????????????????? 60:51 ???????????????????????????????? 01:05:51 ??12??????????????? 01:11:06 ????????????????? 01:16:21 ????????????????????P&L 01:23:12 ????????????????????? 01:25:16 ?????????????????? 01:27:06 ???????????????????12?????????????

??????????Agent??????

??? Google Gemini ??????

??????? RT-2 ?????Agent?3D???????????

??????

???????@???-Benita????@???jùn

???????????????

2024-05-24
Link to episode

65. ???????????????????????????????

???????????????????????????VP?

???????????????????????????????????????????

???????????????????????????????????????????????? 01:25 ??VC???? 04:37 ?????????????????????deal???? 05:47 VC????????? 08:57 ????????????????? 09:42 ?????????? 12:51 ???????????????AI????????aiXcoder? 15:13 ???????????????bargain power?????? 17:06 ?????????????????? 18:10 ???????? 23:08 ???????AI?????? 28:15 ????push?????????????????? 32:57 ???????VC??????????????????Venture?????No Venture????? 33:30 ??? VS ??????? VS ???? 35:57 VC???????????????VC? 38:53 ?????????1/3?????????? 41:28 ??????????????????????????????????????? 47:30 ???????? 49:37 ????????????????? 59:00 ??????? 62:05 ???VC???????? 63:50 ????founder 66:40 ???? 70:05 ????????????????????????????????? 73:50 ?????????

????????

?1. ????????????????????

?21. ??????????????????????ChatGPT?

??????

???????@???-Benita????@???jùn

???????????????

2024-04-23
Link to episode

64. ????AGI???????+??=????

3????????????????AGI????????????????????? 2024 Q1?????????????????????????????????????CEO???

???????????????AGI??????????????90 ????????????????????????????????????????20?????????????????????

???????????????????????????????????????????????? 01:45 ??2024 Q1 03:40 ?? & ?? 06:32 AGI ???? 06:45 ???????AGI???? 08:05 ????Inflection 08:41 ?????? AI?T5T????996 10:34 ????? 12:29 ????????+??????? 16:50 ?? + ??=???? 19:46 ??????????? 23:41 ???????????? 25:30 AGI????????? 26:34 ??GPT-3.5?GPT-4??????????? 39:37 ?+??=???? 40:38 Scaling Law 47:26 AGI???????? 57:40 OpenAI 01:04:02 ??????????? 01:05:12 Apple??????? 01:07:20 Killer App???????? 01:09:25 ???????? 01:15:47 ????????????????????????? 01:17:00 Sam????????

????????54. ????????????????????????????

??????

????????????? & ??????

???????@???-Benita????@???jùn

???????????????

2024-04-17
Link to episode

63. ????????????????????430????????????

2009???????????????????????????

????IBM?PC?????????????????????????????????????????????

?????2016?????????430????????????????????????????????????????????????????????????

????????????????????????????????????????????????????????????????????

?????????????????????????????????????????????????????????????????????

????????????????????????????????????????????????

??????

?????????????2009-2017?????????????????????????????????????????????????????????????????A?????????CFO???????500?????????????

02:06 ???? 03:01 ?????/??/??/????????????????? 06:01 ????????????????? 10:56 ???????VC?PE??? 15:06 ???????????????? 18:02 ????????????????????? 20:04 ?????????????????????????? 20:45 ????IBM PC????????????????? 22:00 ????????????????????????? 31:40 ?????????????????????????? 32:48 ?????????????????? 37:50 ????????????????? 39:00 ??????????????????90??????? 42:38 ??????????????????? 43:24 ???????????????????????????? 50:26 ?????????????? 51:11 ????430???????????????? 52:13 ????????-????-??-?? 01:09:15 ??????????????? 01:12:40 ????????? 01:17:10 ????????????? 01:22:45 ????????????????????????? 01:26:48 ????????????? 01:29:15 ?????????????????????? 01:39:00 ?????

??????

???????@???-Benita????@???jùn

???????????????

2024-04-07
Link to episode

62. ??????????

????????????????????????????????????????????????????????? AIGC ??????????? Allen Zhu ?????

?????????????????????

???????????????????????????????????????????????? 01:31 ??????200???????????? 03:00 ???????????? 08:02 AIGC PMF??????????????????? 08:37 ?????????????????????????????????????????????????????????? 12:35 ??????????????????????? 14:45 ?????????????????????????? 16:42 ???????????????????????? 19:23 ????????FOMO????????? 25:12 ?????????????????????? 31:40 ??????to B?????to C???iPhone 3?? 37:42 ??????????33?????????37??????? 41:48 ?????????????????? 47:15 ?????????????????

?2024 AI ???????

???????????????????????

??????????????AIGC???

?????????AGI???????

??????

????????????? & ??????

???????@???-Benita????@???jùn

???????????????

2024-04-01
Link to episode

61. ????????????????????AGI?????

??????????????CEO????

??????????3?????????AI???????2024 AI ???????????????????????????????????????????????????????????????????????????????????????

????????????????????????????????????AGI?????????

???????????????????????????????????????????????? 02:00 ???????????????AIGC??????? 04:15 ?????AGI?????????????????????? 07:52 ?????????????????????????TPF?Technology-Problem Fit?????????????? 10:01 ???AGI????????????????? 11:02 ?2023?4???????????????????????? 19:00 ??????????????????????IP???ChatGPT 26:40 ?????????????????????????????????????????NPC????????????NPC?????????????????????????????????? 27:56 ?????????????????????????? 32:21 ??????????????????????? 35:13 ?????????????????????? 38:56 ??????????????????????????????? 43:19 ???????????????????????????????????????????????????? 44:05 ???????GPT-4???????????????? 46:53 ??????????240?+????????????????????????????? 47:49 ??????CEO????????????????? 51:40 ???????to C??to B???to B??????????? 53:05 ???????OpenAI?????????????????????? 56:12 ???????????????????????????? 58:18 ???????????????????????2011????????? 01:00:55 ?????????????? 01:03:18 ???????????????? 01:04:15 ?2024??2025?????????? 01:06:15 ????????n??? 01:16:16 ??????Sora???????? 01:19:56 ????????????????????GPT???

?2024 AI ???????

???????????????????????

??????????????AIGC???

?????????AGI???????

??????

????????????? & ??????

???????@???-Benita????@???jùn

???????????????

2024-03-18
Link to episode

60. ????????????Sora????????????

????????????????????????AI??????????OpenAI??Sora?Google??????Gemma????????????????????????????????Sora????????????????????????????????Sora????????????????????????????????????????????????????

??????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????

???????????????????????????????????????????????? 03:25 ??????????OpenAI??Sora?Google??????Gemma 08:03 ??????????????????? 08:25 Sora?????Tim?Bill????????Bill?Meta????????????????????????? 12:24 ???OpenAI????95?Bill?????????????????? 13:02 ???????????AI???????????AI????? 16:35 ????AI?????????????????????OpenAI??????Andrej Karpathy??OpenAI????Google??TikTok 23:45 ??????????????????Sora????????????????/??/????? 28:54 ????????????????????????????????????????1???Sora????? 34:37 Sora???????????????????????????? 37:06 ???????????????? 46:22 AGI???????????????????? 56:19 ?????????????????????????99%????????1%?? 58:24 ??????????????????????? 01:03:36 ??????????????????????????????????????????????????? 01:06:05 ?????????? 01:14:27 AI????????????????????????????????????????????????????????????????????????? 01:20:41 ???OpenAI?????VC?????????? 01:25:29 Google??????????????????????? 01:28:06 AI?????????????? 01:31:43 ????????????? 01:34:53 ??Sora??????????????

??????

???????@???-Benita????@???jùn

???????????????

2024-03-11
Link to episode

59. ??????????????????????????????Sora

????????????????????CEO????

??????????????????????????????????????????AI?????????????????CMU???????????22000??????PMF???/???????????????AI??????AI????????????????

????????????????to C????to C?????????10????????Kimi????????????????????????????25???????????????????????????????????????

?????????????????????2024?1???????????OpenAI????Sora???????2??????????????????????AI??????????????????????AGI????????????

???????????????????????????????????????????????? 02:51 ??????????????????????? 03:35 11????17???????????????????????????? 06:36 ???AGI?????????????????AI lab????????? 10:24 ???+AGI+??????????????AGI????? 11:07 ?????????OpenAI???????OpenAI??????? 13:15 ??Google???????????????????????? 16:25 ???????????????????????????????????? 19:37 ?????????ChatGPT?????????????????????? 22:28 Timing???????????????????? 27:54 ????AGI??????80? 30:21 ???????back and forth??????????????? 32:13 ????????to C???to C??long context?Kimi?????????????? 37:39 ????????????????GPT-3.5?????GPT-4????????????????????????????? 39:17 ??GPT-4??????????????????????? 40:53 ???2023???????????????????????????? 42:57 ????????????????????????????milestone 44:21 ???????????????AGI????????????????? 45:34 ??PMF????????????????????????????????????????????? 46:54 User?scaling?Model?scaling???????????????????? 48:54 ?????????????????????????????????? 49:48 AI??????????PMF?????????????????? 51:48 ????????????????????????????????????????? 57:41 ??2023???????????? 60:30 ????????????????Yann LeCun?Geoffrey Hinton???? 62:25 ??????????????????????? 64:20 ????????????????68:05 ???????????????????????????????????OpenAI????Sora???????2024??????????? 68:24 Sora????????????????????? 69:17 Sora????????????????????????????? 69:40 Sora??????????????2024???????????? 71:57 ???????????????unified architecture?????????????? 73:04 ??OpenAI??Sora????Video generation models as world simulators? 74:30 ???Yann LeCun????AI?????????????????????????????????? 77:45 Sora??????GPT-3.5?? 78:37 ???????????????????Sora + GPT?????? 80:40 ????????????? 83:41 2024???????????

??????

????????????? & ??????

???????@???-Benita????@???jùn

???????????????

2024-03-01
Link to episode

58. ????????????????????????????????????

???????????????????????????????

?????????????????????????????????????????????????????????????????????????????????????????????PC??????????????????????????????????????????????

????????????????????????????????????????????????????????????????

?????????????????????????????????????????????????????????????????????????????????????


03:09 ???????????????????? 04:38 ?????????????????????????????????? 10:08 ?????????????????????????? 13:22 ??100???????????????????????? 16:21 ?????????????????????????????????????????????? 17:22 ?????????????????????????????? 20:01 ???????????????????????????? 23:42 ??????????? vs ??????????? 27:15 ????????????????????????????? 29:20 ?????????????????????????????????? 29:51 ????????????????? 30:50 ??????????????????????????? 31:57 ???????AI??????????????????????????? 33:54 ??????????????????????? 34:17 ????????????????????????????????? 37:57 ??????????????600????????????????????????????83?? 38:38 ???????????????????????????????

??????

?????????????????

???????@???-Benita????@???jùn

???????????????

2024-02-01
Link to episode

57. ?????????90????????????????

??????????????????????????????????????????????????????????????????local????????????????90???????????????

????????????????????????????????????????????????????????????????????

01:39 ???????????????????????? 04:16 ????????????90??????????????????? 07:55 ?????????????????????? 11:56 ???????????????????????????????? 17:35 ???90????????????? 19:39 ?????????????????????? 30:50 ?????????A???????????????????????????????????????????? 37:50 90????????????????? 42:25 ????????90?????????????? 50:10 ??????????A???????????? 53:40 ?????????????????????90??K?? 01:01:25 ?????????????? 01:09:25 ??????????????????????

??????

?????????????????

???????@???-Benita????@???jùn

???????????????

2024-01-28
Link to episode

56. ?????????????????????????????

????????????????????????????MNSO??????????????????????????????????????????????????????????????????????????????100?????????????????

01:31 ??????? 02:00 ????????????????????? 27:47 ??????????????????????????????? 36:16 ??????????????? 43:30 ???????? 50:51 ???????IP???????? 54:10 ?????????????????????? 01:07:06 ????????????????? 01:09:33 ????????????????????????????? 01:18:28 ??? Manner??/RELX??/????/??????????????????????? 01:21:00 ?????????????? 01:25:17 ??????????????????????????

??????

?????????????????

???????@???-Benita????@???jùn

???????????????

2024-01-17
Link to episode

55. ??Lin????????????????????????

????????????Lin????????????Lin??????????????????????????????????????Lin??????????????????????????????????????????????????????????????????????????????

??????

?Lin?Lindsay????????UP??2022??2023?B???UP??????????????????????????????????????????????????????????????????????????Offer?????

01:37 ??????????? 07:22 ????????????????????????? 09:20 ?Lin???????????????? 11:00 ?????????????????????????? 14:15 ?????????????? 14:35 ?????????????mentor???? 15:38 ????????????? 18:45 ??CEO??Lin????????????????? 19:26 ?2019?????????????? 21:46 ???????????????????????? 23:25 ?????????? 27:06 ?UP????????????:) 28:48 ?????????????????????? 30:25 ???????????????????????????

??????

?????????????????

???????@???-Benita????@???jùn

???????????????

2024-01-05
Link to episode

54. ???????????????????????????

?????????????????????????????????????????????????????????????????????????????2023????????????

???????????????????????????????????????????????????????????????1-2?????????????18??????1/4??????18??????1/10?

???????????????????????????????????????????????show notes??????????????????

02:03 ???????????secret????????OpenAI?Anthropic?Google 04:22 ????????????????????????? 07:56 ?OpenAI?????Anthropic????????OpenAI??1000??????Anthropic??200?-250?????? 10:26 ?????????????????????VC?????? 12:13 ??????????????????? 14:03 ????GPT-4??????????3??????3????? 15:20 ????capability???????????? 16:51 ????????????????????????????????? 23:05 ???????????????????? 23:53 ??????????????/?????/???? 25:53 ???????????AI?????????AI?????15???GDP??? 26:26 ???????????????????????OpenAI/Google?Amazon??????Anthropic/Google????/Tesla?????X.AI/Apple????Apple??????? 30:29 2024??????????????????12?? 33:39 ??????????GPT-4???????????????????? 37:35 ??????????????????????capability?????????? 46:16 ????????research lab???????????? 49:15 ????????????????????? 50:34 ??????????????????????????????? 54:53 ????????????GPT-4?????????????? 55:14 ?????/???????/?????????????? 57:47 ????Agent????? 01:07:14 ??VC????????????OpenAI?GitHub?CEO Nat Friedman???AI???????position???????VC?? 01:11:33 ?2024?????????????? 01:20:04 ????????????????????????? 01:26:00 ???????????? 01:27:05 OpenAI?????Sam Altaman????Ilya Sutskever??????? 01:29:09 ??????????4????????/??/?? ??????????OpenAI (ChatGPT)?Anthropic (Claude-2)?Google (Gemini)(Gemini Ultra) ??????????????X.AI?Transformer?????Noam Shazeer???Character.AI??? ?????????Meta (Llama)?Mistral (?????????????) ????Midjourney (????)?Runway/Pika (????) DAU???200w??????ChatGPT?Character.AI ????????????????copilot?Adobe ?????????Noam Shazeer (Character.AI CEO)?Dario Amodei (Anthropic CEO)?Ilya Sutskever (OpenAI?????) ?AI????????????Nat Friedman (GitHub????????)???????? ARR?"Annual Recurring Revenue"????????????????????????????????????????????????????????????????????????SaaS???? RLHF?????????????Reinforcement Learning from Human Feedback? Transformer?????????????NLP??????????seq2seq???????????????Google?2017??????????????????????????NLP???????????Transformer???????????????RNN??????????LSTM?????????????Self-Attention????????? inference cost????? pre-train???? scaling law????????"scaling law"????????????????????????????????????????????????????????????????????????????????????????????????????????????????? diffusion model?????

???????????? & ?????

??????

?????????????????

???????@???-Benita????@???jùn

???????????????

2023-12-31
Link to episode

53. ???????????????????????

??????????????????????16??????????????????????????????????????????????????????????????????????????????

???? It's Beginning to Look a Lot like Christmas?????????????

??????

??????????????????????10??????IT???????????????????????????????????????2011???????????????????????????????????????????????2017???????????????????Next Capital??????(NAS:LX)?????(NAS:TIGR)?PingCAP????????????????????

01:31 16????????????????? 06:25 ??????????????????/????????????Yalla /TikTok?????????/????? 09:21 ????????5????????????????????????VP????Yalla???? 14:08 ???????????? 17:18 ???????????????? 18:57 ???????????????? 22:17 ???????????????? 26:42 ???????????????????????????????/Pony.AI?95??????????? 29:10 tips?????miss????????? 31:40 ?????????????????????????iMile? 35:55 ?????????????????????????? 39:39 ???????????????????happy?? 41:52 ???????????? 43:23 ????????????? 50:55 ?????????????? 55:08 ??????????? 59:27 ????????????? 01:01:30 ????????

??????????200?GP?????????????????????????

??????

?????????????????

???????@???-Benita????@???jùn

???????????????

2023-12-24
Link to episode

52.?????????????????????????

??·??????????????????????????????????????????????????????????????????????????????????????????

????????????

????????????????????????????????????????????

??????CEO??????????????????? =_=|||

??????

??????????????????????????????????????????????????????????????????????????????????????????????

01:41 ?????????????????? 04:06 ????????????????????????????? 04:57 ?????????????????? 06:17 ????????????????????????????? 07:09 ?????workplace envy??N???????????? 09:46 ???????? vs ???????? 13:12 ?????????????? vs ?????? 15:05 ??????/??/?????????? 16:51 ?????????????????????? 17:53 ???????????????????? 20:35 ??????????????????????? 22:11 ??????????????????????? 26:42 ??????? 29:59 ?????????? 30:50 ??????????????????????????? 34:34 ???????????????????? 36:19 ?????????????????????????? 42:15 ?????????????/???/??/??????????????? 47:09 ??????????CEO???????? 53:51 ?????????????????? 58:46 ???????????????????????? 01:04:06 ???????????????????????????? 01:08:38 ????????

?????????Workplace Envy??https://www.annualreviews.org/doi/10.1146/annurev-orgpsych-012420-055746

???????????????????????

https://docs.qq.com/doc/DTFlpUFRNb2FZZUVD

??????????

12?22??????8??????????UP??Lin?????·???????????????Lin?????????????Lin????????????????????????/?????????????????????????????????????????????????????????

???????????????????????)

??????

?????????????????

???????@???-Benita????@???jùn

???????????????

2023-12-15
Link to episode

51. ??????????????????????????

???????????????????

?????????2023?1??11????????441.2???????58.4%??????????109.1???????83.5%?????????????????????????????????????????????????????????

???????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????

????????????????????????????????????????????????????????????????????????????????????????????????????

??????

???????????????????????????????????????????????????????????????????????????????????????????????10??????????????????????????????????????????????????????????

Part 1: ???????????? 02:10 ?????????????????? 05:24 2012-2020?????????????????????100??/?????? 1?2005???????????????ADAC???????0??????????? 2?????????????????????????????/??/???????????????????????????????????????? 3?????????????? 4???????????????? 07:45 ????????????????? 1?2021????????200??????????????????????? 2?2022??300???????????????? 3?????????10????423?????????????????? 08:58 ???????????????? 1? ??????????????????? 2? ???????????????????? 3? ?????????????? 4? ???????????????????? 10:19 ????????????????????????????????????????????????????? 12:35 ????????????????????????? 14:21 ????????????? 14:59 ?????????2012???????????Part 2:???????????????????????? 20:14 ?????????????????? 22:05 ?????????50????????????????? 23:04 ???70??????????????????? 24:26 ???????????? 1??????2?????????3?????????4????????????5??????????6????????? 29:01 ???????????????????????????????????????????????????????????????????? 29:39 ???????????????????????????????????????????????????????????????? 31:01 ????????????? 33:20 ???????????????????????????? 34:14 ????????????????????????????????? 38:02 ?????????????????????????? 40:10 ???????????????????? 1????????????????????????????? 2?????????????? 3???????????3?????????????????????????????????? 4??????????????????? 5???????????? 48:51 ???????????????????????? 1?????????????????????? 2??????????????????????????? 3?????????????????????????????? 4???????????????????????????? 5??????????????????????????????? 01:02:43 ???????? 01:06:21 ???????????????????? 01:11:09 ?????? 01:11:45 ?????????????????? 01:15:36 ????????????????????

?????????

?????01???????????????????

?????02?????????????T?????

?????03?????????????????????????

??????????????????????????

??????

?????????????????

???????@???-Benita????@???jùn

???????????????

2023-12-11
Link to episode

50. 95??00???????????????????????

95??00????????????????????

????????????AI?????????????????????????????????????????????????????????????????AI??

?????????95????????Simon??????1997??????????CEO????????001?????MiniMax???????????????????????????AIGC 3D???????????????

??????????????????95??00?????????

???????????????????????????????????????????????????

??????

????1997????2019???????????????2018??????CEO?????????2021?6??????????????AI?????Minimax?2022?????AIGC 3D??VAST???????????2023???????????????Siggraph??????????Sony?Unity????????????????????????????????

02:13 ????? 08:02 ???????AI 1.0?? vs ?Minimax????AI 2.0??09:42 ??95??00?????? ??????????? ???????????????????????? ????????????????????? ????????????????????? ????????????????? ???????????????????????? ???????????????????????????? ??????????????????????????25:45 95??00??????????????? ??????????? ?????Siggraph??????????????keynote?? ???????????????OpenAI?? ????????????????? ?????????????????????????? ?????????????????????????57:08 ??????? AIGC????????????/???????????CEO?????? ???????????? ????????????? ???????????????????????????????? ??????????? ???95??00???????????????? ??????????????????????????????? ???????95??00???????

??????

?????????????????

???????@???-Benita????@???jùn

???????????????

2023-12-07
Link to episode

49. ??????????????????????????

????????????????????????????????????????????????????????????????????????????????????????????????????????

01:10 ????2014-2015??? 10:48 ???????????? 13:58 ???????????? 22:54 ???????????? 39:49 ????2019?????? 45:10 ???????????? 48:20 ??????CEO????

???????????????

??????

?????????????????

???????@???-Benita????@???jùn

???????????????

2023-11-29
Link to episode

48. OpenAI????????????????????

??OpenAI?????????????????????????????????????????????????????????????????????????????????????????????????

?????????????????????????????????????????????????????????Sam Altman?

???????????????????OpenAI CEO????????????????????????????????????????show notes????????

?????????????????Sam Altman????????????????????????????????OpenAI????????????????

?????????????????????

????? 02:38 ????????? 08:59 ???????????????????political??? 11:13 OpenAI????Sam Altman?????????????????? 11:53 ????????CEO Sam Altman???????Greg Brockman?VS?????????????Ilya Sutskever?CTO Mira Murati? 13:21 ???Ilya Sutskever??????Sam Altman?Elon Musk?????????????????? 14:53 ???????Adam D'Angelo?Quora ????Tasha McCauley????????????????????Joseph Gordon-Levitt????Helen Toner??????????????????????Adam D'Angelo??????? 17:40 ????????????????????LinkedIn???Reid Hoffman? 19:16 ?????????????CEO??? 22:07 ????????????????? 49:03 ?????CEO ?Twitch?????Emmett Shear??????? 23:14 ?????????????? 23:32 ????????OpenAI???????? 24:37 ????????OpenAI Inc?????????OpenAI LP 26:07 ?OpenAI???????????????????????AI?? 28:55 ?????????? 29:26 ??????????????????Sam Altman 32:18 ??Sam Altman???????????????? 33:12 ???YC???????????????YC???Paul Graham??????Sam Altman 36:18 ?????????????????nerdy??????????? 38:30 2017??Sam Altman?????LP????? 39:35 ????nerdy??????????????? 42:00 ?????????????????? 42:40 Sam Altman?????????????? 50:10 ???????? 51:33 ??????????????????????? 52:21 ??????????? 52:54 Meta???????????? 56:04 ????????????????even?TikTok 56:51 ??????????????? 58:27 ?????????????????????????? 01:01:05 ?????????? 01:02:25 ??Ilya Sutskever??????Sam Altman?????????????? 46:56 ?????????????? 47:54 ???????? 01:04:54 dramatical and ironical?OpenAI?AGI?????????????????

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2023-11-21
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