Martin Casado谈Grok Bot的产品进化

Martin Casado on the AI product evolution before Grok Bot really got it right: "We've, as an indust...

Martin Casado on the AI product evolution before Grok Bot really got it right: "We've, as an industry, gone through multiple realizations for how AI enters our lives. Very early on, you add AI to a product and it's like a search bar. And then you do chat with it, and it chats back." "Then OpenClaw showed up... it'll be an extension of you, and it'll share your keys, and it'll know your passwords, and it'll just kind of do stuff that you would do." "What Grok Bot got really right is, how about it's just actually an employee?... It has its own computer, and it has its own browser, and because these are the smartest models in the world, it can do whatever an employee can do." "Now, actually, if I want something done, my first thing I think is like, 'Well, can Grok Bot do it for me?' And often the answer is yes, even if it's something you wouldn't expect." "For example, I'll have it read through my email and do triage. I don't tell it how to do that, but it will know to check with me before actually doing the triage. These things are sophisticated enough that you can give it relatively high-level tasks, and it'll do sophisticated things as a result." @martin_casado Your browser does not support the video tag. 🔗 View on Twitter a16z @a16z Today, a16z is announcing the Machine Age Fund, a new $1.1 billion fund for founders rebuilding what intelligence runs on: chips, memory, networking, systems software, power, and the machines that bring AI into the physical world. Ben Horowitz, Martin Casado, and Raghu Raghuram see a new economic law. A thousand engineers cannot erase a two-year software lead, but a massive GPU cluster can turn capital directly into capability. Models are improving faster than the memory, interconnect, power, and cooling beneath them. The founder map is changing with it. Some of the strongest teams are moving from pure software into complex hardware because every constraint in the stack is now a company-building opportunity. In this conversation with Erik Torenberg, they explain what founders can build, why the opportunity reaches all the way down to the physical stack, and why a16z created a fund for it. 00:00 Intro 01:08 Why AI needs an entirely new infrastructure 02:02 The bottleneck is no longer the model 02:40 Founders saw it before investors did 06:07 Sold out through 2028 07:14 Why this time is different from 1999 08:57 The company whose idle hardware gained value 10:51 "Why didn't this fund exist five years ago?" 13:51 "Nobody likes to use AI more than AI" 17:06 The startup law that capital just broke 21:05 What Grok Bot got right 26:43 The case for a custom chip per model 28:23 Why AC power isn't good enough 32:07 Lots of new electricians 34:14 What one gigawatt can power 35:03 Why utilities can't just build faster 37:22 The data centers that give power back 38:01 Why we should never have called it AI 39:43 Why Nvidia will willingly leave money on the table 48:08 Hardware founders are older 52:36 Why America has to lead YouTube: youtube.com/watch?v=Zx1Ec8… @bhorowitz @RaghuRaghuram @martin_casado @eriktorenberg Your browser does not support the video tag. 🔗 View on Twitter 🔗 View Quoted Tweet 💬 9 🔄 0 ❤️ 14 👀 7520 📊 6 ⚡