a16Z合伙人谈Cursor如何以产品思维而非神明思维构建AI工具，与SpaceX的结合很妙。
Gavin Baker和David George讨论Cursor公司的发展策略。与其他实验室追求AGI和ASI不同，Cursor专注于打造优质产品。Cursor现已成为SpaceX一部分，其工程思维与马斯克理念契合。Cursor采取实用主义路径，从客户和技术现状出发，逐步实现自主性。
Gavin Baker and David George on Cursor building a product, not a "digital deity": Gavin: "Everybody...
Gavin Baker and David George on Cursor building a product, not a "digital deity": Gavin: "Everybody else in the lab space had this idea of, 'we're creating a digital deity,' and AGI and ASI. And the Cursor guys were just like, 'We want to make a great product.'" "Of everybody at the frontier, probably Cursor was the most product-focused. Now they're part of SpaceX, but that suits Elon and his mindset really, really well. Let's make it an engineering problem, create the model factory, and then we need to have a really good product." David: "They had a similar end-state vision as what those other guys had. It was just a different path to get there: a practical meet-the-customer-where-they-are and meet-the-technology-where-it-is. They've already demonstrated that they kind of leg their way up into autonomy from that starting point." @GavinSBaker @DavidGeorge83 Your browser does not support the video tag. 🔗 View on Twitter a16z @a16z Gavin Baker and a16z's David George on the state of the AI boom: The future doesn't have to be winner-take-all. Labs, open-source, applications, and the clouds can all capture value. Demand for intelligence is still dramatically underestimated. Today's power users number in the millions and will grow to hundreds of millions. Gavin and David argue a compute shortage is a more real risk than an AI bubble, and building through it is an opportunity to reindustrialize America. In this episode, they get into why compute investments pay back so fast, what the data center backlash gets wrong, the case for putting compute in orbit, why enterprises will run several models at once, and how Nvidia ended up at the center of the entire supply chain. 00:00 Intro 01:06 The bear case Gavin couldn't find 05:50 Why a lab would cut its own revenue 75% 08:05 What LPs get wrong about a crash 10:50 Microsoft slowed its capex and regrets it 14:33 The engineers spending 100x the median 17:35 Why 23-year-olds use AI better than Gavin 21:45 How much copper 500M AI users need 23:00 Stop promising to cure cancer 26:00 America's richest county is full of data centers 30:48 Who gets priced out of compute 33:05 The age of Elon and Jensen 34:25 Orbital data centers 44:40 Asteroid mining 48:12 Why Microsoft doesn't need a frontier model 54:02 Who becomes the abstraction layer 55:40 Everyone wanted a deity, Cursor wanted a product 1:00:25 Never take shots at Jensen 1:07:40 What happens when the chip doesn't work 1:12:10 What chip deals reveal about customer demand YouTube: youtube.com/watch?v=FGC4of… @GavinSBaker @DavidGeorge83 Your browser does not support the video tag. 🔗 View on Twitter 🔗 View Quoted Tweet 💬 3 🔄 3 ❤️ 34 👀 18217 📊 6 ⚡