HubSpot CTO Dharmesh Shah：现在做 AI 创业比 2023 年更安全

他的核心建议是把 AI 视为类似 15 年前 AWS 云计算的基础设施：有领域知识、有市场、有分发渠道的 SaaS 公司可以成为推理的转售商。他还提出用"yet 测试"判断创业方向——如果一个想法前面加个 yet 实验室就能顺手做掉，就应该避开。

Shah 自己在做一个叫 uSpot 的一人公司 CRM，从第一天起就收费，成为他在 HubSpot 期间最成功的发布。他认为开源模型和商业产品的并存让创业者有了选择权，不会被挤压出局，ChatGPT 正在成为新的操作系统。

HubSpot co-founder and CTO Dharmesh Shah says it's less scary to build an AI startup now than in 2023, as long as you stay off the Yellow Brick Road the frontier labs are following: "The frontier model companies have invested hundreds of billions of dollars building, doing the pre-training. And so their whole business effectively now is taking the capex that they've spent and the money they're continuing to spend and saying, 'How do we sell inference? How do we sell tokens? How do we monetize the thing that we've built?'" "There are SaaS companies and startups that know their particular domain, know their market, have some distribution, or have something that allows them to sell tokens and be a reseller of inference." "Think of AI as infrastructure in the same way we thought of AWS and cloud infrastructure 15 years ago... I think it's less scary now to build in and around the AI arena than it was in 2023." "We have open source. We have lots of great commercial products. So as long as you stay off the Yellow Brick Road, it is completely possible now that you're not gonna get margined out, because you have options." @dharmesh

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 HubSpot, OpenAI, AI创业, ChatGPT.

Source attribution: curated from a16z (@a16z). Cross-source corroboration: 11 independent sources have covered this development (including TestingCatalog, Decoder, The Diplomat), confirming industry-wide signal strength.