a16z 对话 TypeSafe AI：Jev 分类器模型与“反向 SaaSpocalypse”的 SaaS 判断

TypeSafe AI's Diogo Almeida expects an inverse SaaSpocalypse, and Martin Casado calls it "SaaSpalooza": Ben: "When the coding agents came out, it was the SaaSpocalypse, and all their values dropped through the floor. Then when Jev came out, every SaaS company is like, 'This is the greatest thing ever.'" Diogo: "In the SaaSpocalypse story, the story I feel has panned out really poorly is that software is very cheap and perhaps easy to replicate. I could believe the former. I could not believe the latter, because a lot of the stuff happens beneath the hood." "I think SaaS will be one of the largest winners of the whole AI game. I want to work really, really well with the biggest, most boring... SaaS companies because I think they're the best positioned to know what workflows to automate, what people need. That's their bread and butter." "Software is always a CapEx investment. You spend it ahead of time to make the experience better, and that gets distributed to all that mass of users." "I'm not going to forecast anything about the financial markets. But as far as capabilities go, I think it's going to be like an inverse SaaSpocalypse. I'm so jazzed about it. I should make a name..." Martin: "SaaSpalooza." [@CompleteSkeptic](https://x.com/CompleteSkeptic)[@bhorowitz](https://x.com/bhorowitz)[@martin\_casado](https://x.com/martin_casado) [Your browser does not support the video tag.](https://video.twimg.com/amplify_video/2104619145316995072/vid/avc1/1920x1080/9SMoBsauKwDFUwQU.mp4?tag=16) [🔗 View on Twitter](https://x.com/a16z/status/2104619274254114848/video/1)  a16z@a16z TypeSafe AI's Diogo Almeida with a16z's Ben Horowitz and Martin Casado on Jev, the model built to live inside software: Diogo's elevator pitch for Jev is a simple question - where is all the automation? AI is unbelievably smart, but outside of chatbots and coding agents, it hardly touches any real work. His diagnosis is the industry built models that generate text for humans to read, and software can't consume that output. Jev reads natural language and returns a choice from a set of options with a confidence level assigned to each, so developers can build programs that reason about intent and make probabilistic decisions rather than relying on human interpretation. TypeSafe's philosophy is "We build prod, not God." 0:50 "Where the f\*\*k is all the automation?" 2:50 Jev vs. Claude Code and Codex 6:55 Jev is a classifier and classifiers are sick 7:40 Chat vs. code: is Jev a slider? 9:00 Diogo: From mathlete to Kaggle to OpenAI 12:20 "We build prod, not God" 15:55 Reliability over demos 16:55 2021 thoughts: RLHF is AGI? 20:45 Optimizing for the wrong use case 21:50 Is the real world too messy to automate? 25:00 Nobody expected the Jev launch 26:35 Three kinds of reliability 28:05 Good at syntax, bad at architecture 30:00 The inverse SaaSpocalypse 33:40 Why coding agents automate so little 36:05 Probabilistic programming returns 38:45 Jev as the UDP-to-TCP layer for AI 40:20 The 5 stages of grief for embedding AI 41:30 Utopia: AI that actually does what you mean YouTube: [youtu.be/Ut3LOjKNJaE](https://youtu.be/Ut3LOjKNJaE)[@CompleteSkeptic](https://x.com/CompleteSkeptic)[@typesafeai](https://x.com/typesafeai)[@bhorowitz](https://x.com/bhorowitz)[@martin\_casado](https://x.com/martin_casado) [Your browser does not support the video tag.](https://video.twimg.com/amplify_video/2104579379615641600/vid/avc1/1280x720/x4-lqiqrJ22G-XlW.mp4?tag=29) [🔗 View on Twitter](https://x.com/a16z/status/2104580361254810080/video/1) [🔗 View Quoted Tweet](https://x.com/a16z/status/2104580361254810080)