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a16z 合伙人 Gavin Baker：AI 芯片初创应拥抱 Nvidia 生态
Gavin Baker 在播客中表示，Nvidia 的垂直整合与水平开放战略使其处于有利位置，建议 AI 芯片初创公司不要与 Nvidia 正面竞争，而应寻求合作。他估计加速器市场每 1% 份额约值 1000 亿美元，并强调与 Jensen Huang 保持良好关系的重要性。
AI推荐理由 Gavin Baker 在播客中讨论 AI 芯片竞争格局，建议初创公司避免与 Nvidia 正面竞争，并分享对 Jensen Huang 战略的分析。内容为观点性评论，缺乏具体数据，但提供了对芯片行业生态的洞察，对关注产业战略的读者有参考价值。
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Gavin Baker将黄仁勋比作迈克尔·乔丹，并建议AI芯片初创公司：只要高兴能和他同场竞技就行。“[黄仁勋]在垂直整合但水平开放的战略上处于非常非常好的位置。”“假设出现了一些加速器，它真的非常非常好。几乎可以肯定，如果它能插入（生态），它会更好。”“如果你是半导体CEO，你唯一应该说的是，‘谢谢你，黄仁勋。谢谢你创造了这个机会。谢谢。我们如何能与你合作？我们想支持你。’”“我对加速器的经验法则是，今天每1%的市场份额可能价值1000亿美元。所以没有必要与英伟达正面交锋。”“只要试着找到一种方式插入（生态），但对他要友好。要友好。这都是个人层面的。”“你看过乔丹在公牛队时的比赛录像吗？那是赛季的第50场比赛……他有点无聊，然后某个年轻气盛的人决定，‘我要对他说垃圾话，因为我们正在击败他。’”“千万别那样做。就像，‘嘿，迈克尔，伙计，我很高兴能和你同场竞技。’”@GavinSBaker@DavidGeorge83 您的浏览器不支持视频标签。🔗 在Twitter上查看 a16z@a16z Gavin Baker和a16z的David George谈AI繁荣的现状：未来不一定是赢家通吃。实验室、开源、应用和云都可以获取价值。对智能的需求仍被严重低估。今天的重度用户有数百万，将增长到数亿。Gavin和David认为，算力短缺比AI泡沫更真实的风险，而通过建设算力是重新工业化美国的机会。在本集中，他们深入探讨了为什么算力投资回报如此之快，数据中心反弹错在哪里，将算力送入轨道的理由，为什么企业会同时运行多个模型，以及英伟达如何最终处于整个供应链的中心。00:00 引言 01:06 Gavin找不到的看跌理由 05:50 为什么实验室会削减自己收入的75% 08:05 LP对崩盘的误解 10:50 微软放缓资本支出并后悔 14:33 花费中位数100倍的工程师 17:35 为什么23岁的人比Gavin更会用AI 21:45 5亿AI用户需要多少铜 23:00 停止承诺治愈癌症 26:00 美国最富有的县满是数据中心 30:48 谁被算力价格挤出 33:05 埃隆和詹森的时代 34:25 轨道数据中心 44:40 小行星采矿 48:12 为什么微软不需要前沿模型 54:02 谁成为抽象层 55:40 每个人都想要神，Cursor想要产品 1:00:25 永远不要对詹森开火 1:07:40 当芯片不工作时会发生什么 1:12:10 芯片交易揭示了客户需求的什么 YouTube: youtube.com/watch?v=FGC4of…@GavinSBaker@DavidGeorge83 您的浏览器不支持视频标签。🔗 在Twitter上查看 🔗 查看引用推文 💬11🔄24❤️290👀45121📊37 ⚡ 由xgo.ing提供支持
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Gavin Baker compares Jensen Huang to Michael Jordan and advises AI chip startups: just be happy to be on the court with him. "[Jensen is] in a very, very good position in his strategy of being vertically integrated but horizontally open." "Let's say there's some accelerator that emerges that is really, really, really good. Almost certainly it will be better if it can plug in." "If you're a semiconductor CEO, the only thing you should ever say is, 'Thank you, Jensen. Thank you for creating this opportunity. Thank you. How can we work with you? We want to enable you.'" "My rule of thumb for accelerators, every 1% share today is probably worth $100 billion. So there's no need to go head-on with Nvidia." "Just try to find a way to plug in, but just be nice to him. Be nice. It's all personal." "Have you ever seen game tape of the Chicago Bulls when Jordan was... it's game 50 of the season... and he's a little bored, and then somebody who's kind of young decides, 'I'm gonna talk shit to him because we're beating him.'" "Just don't do that. Just like, 'Hey Michael, man, I'm so happy to be on the court with you.'" @GavinSBaker@DavidGeorge83 Your browser does not support the video tag. 🔗 View on Twitter a16z@a16z Gavin Baker and a16z's David George on the state of the AI boom: The future doesn't have to be winner-take-all. Labs, open-source, applications, and the clouds can all capture value. Demand for intelligence is still dramatically underestimated. Today's power users number in the millions and will grow to hundreds of millions. Gavin and David argue a compute shortage is a more real risk than an AI bubble, and building through it is an opportunity to reindustrialize America. In this episode, they get into why compute investments pay back so fast, what the data center backlash gets wrong, the case for putting compute in orbit, why enterprises will run several models at once, and how Nvidia ended up at the center of the entire supply chain. 00:00 Intro 01:06 The bear case Gavin couldn't find 05:50 Why a lab would cut its own revenue 75% 08:05 What LPs get wrong about a crash 10:50 Microsoft slowed its capex and regrets it 14:33 The engineers spending 100x the median 17:35 Why 23-year-olds use AI better than Gavin 21:45 How much copper 500M AI users need 23:00 Stop promising to cure cancer 26:00 America's richest county is full of data centers 30:48 Who gets priced out of compute 33:05 The age of Elon and Jensen 34:25 Orbital data centers 44:40 Asteroid mining 48:12 Why Microsoft doesn't need a frontier model 54:02 Who becomes the abstraction layer 55:40 Everyone wanted a deity, Cursor wanted a product 1:00:25 Never take shots at Jensen 1:07:40 What happens when the chip doesn't work 1:12:10 What chip deals reveal about customer demand YouTube: youtube.com/watch?v=FGC4of…@GavinSBaker@DavidGeorge83 Your browser does not support the video tag. 🔗 View on Twitter 🔗 View Quoted Tweet 💬11🔄24❤️290👀45121📊37 ⚡ Powered by xgo.ing