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Harvey 自述:毛利率从 -50% 转正的运营之道

Own your intelligence stack, folks. You can't scale a company to the frontier by renting intelligen...

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Harvey 分享了毛利率一个季度从 -50% 转正的实操细节:靠路由、harness 和后训练省钱,还搭了成本看板,创业的人可以看看。

法律 AI 公司 Harvey 的联合创始人 Gabe Pereyra 发文回顾公司经营策略。Harvey 没有在客户未准备好时强制推行消费计价,而是通过模型路由、harness 改进和后训练优化成本,让客户以可负担的价格使用最好的模型。公司同时为客户搭建了用量看板、按事项成本归因、支出上限和 ROI 报告等基础设施。结果是尽管用量逐月翻倍,毛利率仍在一个季度内从 -50% 转正。

原文 · elvis

Own your intelligence stack, folks. You can't scale a company to the frontier by renting intelligen...

Own your intelligence stack, folks. You can't scale a company to the frontier by renting intelligence. Custom models, harnesses, and evals are becoming huge assets. And if you're building something new, you might want to consider working on any one of these, or a combination of them. Gabe Pereyra @gabepereyra The hardest thing about building @harvey is doing what’s best for our customers despite immense pressure to do what’s easy. The easy thing would have been to force our customers onto consumption pricing before they were ready and serve them worse models to protect our margins. We chose to help our customers transition on a timeline that works for them and give them the best models in the meantime, even though it hurt our margins. This meant optimizing our product through routing, harness improvements, and post-training so we could serve frontier intelligence at an affordable price. It also meant building the infrastructure for customers to monitor and manage spend: usage dashboards, per-matter cost attribution, spend caps, and ROI reporting. As a result, we improved our gross margins from -50% to positive in a single quarter despite usage doubling month over month and continuing to serve the best models. Our philosophy is simple: do what’s best for our customers, even when it’s painful, hurts our margins, or draws criticism from competitors, X, and the press. We believe the most important part of building a company is earning and keeping your customers’ trust. You do that by doing the hard thing for them, even when it costs you. 🔗 View Quoted Tweet 💬 2 🔄 1 ❤️ 12 👀 2123 📊 4 ⚡