Anthropic 增长负责人:"Claude 正在自己驱动增长"
Anthropic 增长负责人 Amol Avasari 分享了公司 14 个月内从 $1B 到 $19B ARR 的增长故事、 用 Claude 自动化增长实验的 CASH 项目、PM 角色在 AI 时代的演变,以及他从严重脑损伤中 恢复并成为顶级增长领导者的个人经历。
Anthropic 增长负责人 Amol Avasari 分享了公司 14 个月内从 $1B 到 $19B ARR 的增长故事、 用 Claude 自动化增长实验的 CASH 项目、PM 角色在 AI 时代的演变,以及他从严重脑损伤中 恢复并成为顶级增长领导者的个人经历。
Jensen Huang 把 NVIDIA 的打法讲成一条推理链:从 extreme co-design 到四条 scaling law,从 CUDA 在 GeForce 上的存在主义赌博到 agentic 时代的 "iPhone of tokens"。他也谈到 TSMC、中国、 供应链、能源瓶颈,以及"intelligence is a commodity"的人生哲学。
Ash and Kiriti share hard-won lessons from 50+ AI product deployments across OpenAI, Google, and Amazon. They break down why AI products are fundamentally different from traditional software (non-determinism + agency-control tradeoff), introduce their CCCD framework for iterative AI development, and argue that pain — not speed to market — is the real competitive moat.
Lovable 首位官方 Vibe Coding 工程师 Lazar Yavanovich 分享了一套完整的职业 vibe coding 方法论: 从平行构建 5 个项目获取 clarity,到 PRD 文档系统和 4x4 调试框架,再到为什么设计品味和判断力 将成为 AI 时代最稀缺的技能。
OpenAI API 与开发者平台工程负责人 Sherwin Wu 分享了 AI 如何重塑软件工程、管理哲学、 创业生态,以及未来 12-24 个月模型能力和平台方向的展望。
Jenny Wen, head of design for Claude at Anthropic (previously director of design at Figma), discusses how AI is fundamentally transforming the design profession. She argues the traditional design process is dead, replaced by two modes: execution support (pairing with engineers) and short-horizon vision-setting. Topics include building trust through speed, three hiring archetypes for the AI era, the legibility framework, and why design managers need IC rotations.
Claire Vo shares her journey from vocal OpenClaw skeptic to running 9 specialized agents across 3 Mac Minis. She explains how management skills translate directly to agent management, demonstrates real use cases from sales automation to family logistics, and provides practical setup and security advice.
Cisco CPO/President Jeetu Patel discusses why AI is essential for humanity's survival given declining birth rates, how Cisco connects GPU clusters across data centers as critical AI infrastructure, and shares his six-part framework for building great companies.
Marc Andreessen argues AI arrives at a miraculously well-timed moment — just as productivity growth has stagnated for 50 years and global population is declining. He unpacks the "Mexican standoff" between PMs, engineers, and designers, explains why task loss matters more than job loss, and makes the case for indeterminate optimism.
Elon Musk 与 Dwarkesh Patel 长达 3 小时的深度对谈,涵盖太空 AI 数据中心(36 个月内最经济)、 Starship 每小时一次发射、月球质量驱动器、Terafab 自建芯片厂、Optimus 机器人的递归指数增长、 中美制造业竞争,以及 xAI "understand the universe" 使命与 AI 安全。
Applied Intuition CEO Qasar Younis 首次公开访谈。他认为 AI 真正的影响不在软件开发, 而在农业、矿业、建筑和卡车运输等物理行业。对谈涵盖 Physical AI 路线、 中国竞争的误读、创始人的沉默哲学、以及一家近十年未花过融资的 $15B 公司如何运营。
SemiAnalysis CEO Dylan Patel walks through the entire AI compute supply chain, from $600B hyperscaler capex to the 3.5 EUV tools needed per gigawatt. He explains why semiconductors — not power — are the real bottleneck, and what that means for the US-China AI race, memory prices, and consumer electronics.
Anthropic CEO Dario Amodei 三年后再度做客 Dwarkesh Podcast,深度解析他为何认为 我们正接近 AI 指数增长的终点。从 2017 年的 Big Blob of Compute 假说到 country of geniuses in a data center 的 1-3 年预测,从 Anthropic 10x 年增长到算力采购的 生死赌局,从 AI 宪法的三层治理到独裁体制道德过时论。
Jason Lemkin shares how SaaStr went from a 10-person sales team to 1.2 humans and 20 AI agents with the same revenue output. He covers which sales roles will go extinct, how to train agents in 30 days, and why the future belongs to $250K SDRs managing 10 agents instead of 10 people.
Lex Fridman 与 Anthropic 的三位核心人物同场对谈: CEO Dario Amodei 讲 scaling 假设、RSP 的 if-then 结构、"race to the top" 战略与 Machines of Loving Grace; character lead Amanda Askell 讲 Claude 的性格工程、sycophancy 与最优失败率; interpretability 共同创始人 Chris Olah 讲 features、circuits、superposition 和那个著名的 deception feature。三人从战略、产品、研究三个层面拼出 Anthropic 对 "AI inside" 的完整 stereo view。
Michael Nielsen and Dwarkesh Patel explore how scientific progress actually happens — from the messy reality of falsification to hostile verification loops that mislead for decades. They discuss why the tech tree is far vaster than we realize, why alien civilizations would develop radically different technologies, and what this means for AI-accelerated science.
Jessica Fain, VP Product at Webflow and former chief of staff to two CPOs at Slack, unpacks the art and science of influencing executives — from tactical meeting techniques to building long-term trust. She argues influence is the single highest-leverage skill for product leaders, especially as AI commoditizes execution.
Jacob Warwick, a professional negotiator who has helped clients secure over $1 billion in additional comp, shares the psychology and tactics behind compensation negotiation. From simple pushbacks that yield 20% more to strategic approaches averaging 40% movement, he reveals how information asymmetry, emotional intelligence, and creative deal structures can transform careers.
历史学家 Lars Brownworth 用 1.5 小时把 793–1066 年的 Viking 时代拆给你看: 从 Lindisfarne 那场让欧洲修士相信"世界末日来了"的袭击,到长船 70–120 mi/day 的恐怖速度, 再到 Ragnar、Valhalla、Berserkers、Leif Erikson 的 Vinland、东到 Constantinople 的 Varangian Guard。最后落到一个反差:这个 destroyer 民族只用了三代人就变成 builder, 造出了 Normandy、Kievan Rus 与现代欧洲的雏形。