Patrick Collison 对谈 Amjad Masad：AI 价值不会都被模型厂商拿走
Stripe 和 Replit 的两位创始人聊 AI 价值会流向哪里，用食品行业的类比讲得挺透，创业的人可以看看。
Stripe 联合创始人 Patrick Collison 与 Replit CEO Amjad Masad 讨论 AI 价值分配问题。Amjad 提到一种流行观点，认为做基础模型的实验室如 OpenAI 的 ChatGPT 或 Anthropic 的 Claude 会吞掉大部分新业务。Collison 用食品行业类比回应：食品是经济必需品，但食品生产商并没有占据经济的大部分。他认为价值和价格只流向稀缺环节，并鼓励创业者不要因为担心大公司垄断而不敢创业。
Patrick Collison with Amjad Masad on why AI will be like food: essential to everything, and still not where most of the value goes. Amjad: "There's also this trend of saying that the foundation lab companies are gonna be able to capture a big part of at least new business creation, but perhaps the economy. It's like there's no reason to compete with ChatGPT or Claude because they're just gonna roll over us." Patrick: "Without food, there really would not be much economy or humanity. It is a truly necessary ingredient in production. And yet, most of the economy is not captured by food producers." "The idea that AI is going to be hugely important and abundant in the future does not necessarily mean that all the value is gonna be captured by these AI labs." "The value of any company is in proportion to what its customers can pay it. And so if there's one company in the economy, that's in fact not a very valuable company... Prices and value accrue to that which is scarce." "I think it would be a terrible reason not to start a company because you think that... any given company or sector will gobble everything up. That's not how things have worked through history." Full conversation: youtube.com/watch?v=YgYiF8… @patrickc @stripe @amasad @Replit Your browser does not support the video tag. 🔗 View on Twitter 💬 10 🔄 2 ❤️ 64 👀 10074 📊 17 ⚡
