a16z 合伙人 Martin Casado 谈 Jev：实验室在做会说话的存在，软件需要的是会做选择的模型

他指出 LLM 是文本进文本出，源自聊天场景，过去几年把这种生成文本的模型硬塞进传统程序一直很别扭。Jev 的思路是让模型从给定选项中做选择，速度更快、成本更低，且因为可以针对性训练而准确率更高，Casado 称这可能是自 ChatGPT 以来采用速度最快的 AI 模型。

三人还讨论了 2028 年 AI 选举话题、智能体对权限与安全体系的冲击，以及 GDPR 式 AI 监管的风险。

Martin Casado on why the labs missed Jev: they're building beings that speak, and software needed a model that chooses. "LLMs were text in, text out. They generate text, and they came from chat... We've spent the last few years trying to take this thing that spits out text and cram it into a traditional program... It's just been super janky." "Jev basically said, 'Generating text as output is very expensive, but it's also more complicated than you need... If you give us a set of options, we'll choose the best option. We can do that incredibly fast, incredibly cheaply, but also with much more accuracy because we can train just for this.'" "This has probably been the fastest adoption of an AI model since ChatGPT. It's been remarkable because we were all primed for this." "[The labs] are trying to create beings, and beings speak. If you're trying to create God, God speaks in natural languages. This is really about something that's for traditional software." @martin_casado

This report is categorized under AITOP's "Industry" desk, focusing on US frontier AI labs and Silicon Valley technology leaders. Within our cross-regional analytical framework, it directly maps to AI developer toolchains, coding agents, and engineering workflows. Key entities and technical topics under continuous tracking include Jev, Martin Casado, a16z, AI监管.

Source attribution: curated from a16z (@a16z).