The AI industry has reached the stage where it can't just be exciting and new anymore. It has to prove its worth.
大多数人认为AI技术仍处于创新和探索阶段,重点在于技术突破和应用创新。但作者认为AI行业已经过了仅靠'新奇和兴奋'就能获得投资的阶段,现在必须证明其实际价值。这种观点挑战了科技行业常见的'先扩张后盈利'模式。
The AI industry has reached the stage where it can't just be exciting and new anymore. It has to prove its worth.
大多数人认为AI技术仍处于创新和探索阶段,重点在于技术突破和应用创新。但作者认为AI行业已经过了仅靠'新奇和兴奋'就能获得投资的阶段,现在必须证明其实际价值。这种观点挑战了科技行业常见的'先扩张后盈利'模式。
Whether extreme spend pays off comes down to the ultimate business value of shipped code (e.g. revenue), which most companies still can't measure.
大多数人认为增加AI投入会直接转化为业务价值和收入,但作者指出大多数公司实际上无法衡量AI投入与业务价值之间的直接联系。这与AI投资决策的主流逻辑相悖,质疑了当前AI支出模式的合理性。
Model companies must now compete on both dimensions. The application layer will compete one level up, on dollars per outcome.
大多数人认为AI公司竞争主要聚焦于模型性能和准确性,但作者认为竞争已经转变为成本效益和结果导向。这挑战了AI行业'性能至上'的共识,暗示市场将重新定义AI价值,从'最好'转向'最有效'。
Every layer in the stack now has to price the same way the customer thinks : per result, not per token.
大多数人认为AI服务应该按token使用量计费,这是行业标准做法,但作者认为未来所有层级都将转向按结果计价。这一观点挑战了当前AI定价的基础模式,暗示了整个AI价值链将从技术计量转向结果计量的根本转变。
This dynamic UI management is the future of software value : the harness to control the interface/ensure it's correct & the knowledge management to rationalize all the AI products over time
大多数人关注AI的功能和结果,但作者认为未来软件价值在于动态UI管理和知识管理,这种将界面控制和管理而非功能实现视为核心价值的观点与主流认知相悖。
This is how even a 2× researcher could earn far more than the median. Scaled to a billion users, even a small quality edge generates enormous differential value.
大多数人认为只有那些真正卓越的'10倍研究者'才值得超高薪酬。但作者认为,即使是只有2倍能力的AI研究者,由于其工作可以影响数十亿用户,微小的质量优势也能产生巨大价值差异,从而获得远超中位数的薪酬。
Jeremy didn't get laid off. He got leveraged.
大多数人认为在裁员潮中,高额使用AI工具的员工可能会被视为成本负担而被裁掉,但作者提出了一个颠覆性的观点:像Jeremy这样大量使用AI工具的员工不仅没有被裁员,反而获得了更大的杠杆效应和影响力。这挑战了人们对AI成本与价值的传统认知。
She spent over $700 on getting her artwork done on gallery-quality giclée prints.
AI对艺术品的投资选择反映了它对'高质量'和'价值'的独特理解——它选择了数学和科学主题的艺术品,这可能反映了其作为AI的本质。这种选择揭示了AI可能发展出与人类不同的美学标准和价值判断。
The future of AI-generated products isn't just code — it's code that looks good.
这一观点令人惊讶地重新定义了AI生成产品的价值主张,从单纯的代码生成转向视觉一致性和品牌合规性。这表明随着AI工具的发展,评估其成功标准正在从功能性转向美学和品牌一致性,反映了设计在AI产品开发中日益增长的重要性。
Each of these companies recognized the cognitive burden of unbundling. They're not selling features. They're selling trust.
作者洞察到AI时代的核心价值从功能转向信任,这一转变反映了在复杂技术环境中,企业更看重的是解决方案的可靠性和整体性,而非单一功能的优化。
**Coding, support, and search**represent the lion's share of use cases by far (with coding being an order-of-magnitude outlier even among this set), while the**tech, legal, and healthcare sectors** have been the industries most eager to adopt AI.
AI在企业中的采用呈现出明显的行业和应用场景集中现象。编程辅助工具以数量级优势领先,这反映了AI在结构化、可验证任务上的卓越表现。同时,法律和医疗等传统上技术采用较慢的行业也表现出对AI的强烈兴趣,表明AI正在改变不同行业的技术采用模式。
纯粹收集分析这种形态,过去互联网有过先例,但你会发现它卖不出去钱。
作者一针见血地指出了纯记录工具的商业困境。在 AI 时代,Token 成本是持续性的,这就要求产品必须交付“结果”而非仅仅是“数据”。这揭示了 AI 应用从“工具属性”向“劳动力属性”转型的必然逻辑:用户不为存储买单,只为价值产出付费。
As evidenced by numerous studies on statistical cognition (Kline, 2004; Beyth-Marom et al, 2008), even trained scientists have a hard time interpreting p-values, which frequently leads to misleading or incorrect conclusions.
p-value is misinterpreted and confusing
few researchers can resist the temptation to conclude that there is no effect, a common fallacy called "accepting the null" which had frequently led to misleading or wrong scientific conclusions (Dienes, 2014, p.1).
p-value is misinterpreted and confusing
Again, p is the probability of seeing results as extreme (or more extreme) as those actually observed if the null hypothesis were true. So p is computed under the assumption that the null hypothesis is true. Yet it is common for researchers, teachers and even textbooks to think of p as the probability of the null hypothesis being true (or equivalently, of the results being due to chance), an error called the "fallacy of the transposed conditional" (Haller and Krauss, 2002; Cohen, 1994, p.999).
p-value is misinterpreted and confusing
Many researchers fail to appreciate that p-values are unreliable and vary widely across replications.
p-value is misinterpreted and confusing
NHST as it is carried out today consists of this incoherent mix of Fisher and Neyman–Pearson methods (Gigerenzer, 2004).
p-value is misinterpreted and confusing
p-values give a seductive illusion of certainty and truth (Cumming, 2012, Chap. 1). The sacred α = .05 criterion amplifies this illusion, since results end up being either "significant" or "non-significant".
p-value is misinterpreted and confusing
the solution is not to reform p-values or to replace them with some other statistical summary or threshold, but rather to move toward a greater acceptance of uncertainty and embracing of variation.
Where it's mentioned how to address the problems with p-values
What, then, can and should be done? I agree with the ASA statement's final paragraph, which emphasizes the importance of design, understanding, and context—and I would also add measurement to that list.
Where it's mentioned how to address the problems with p-values
many other systems that are already here or not far off will have to make all sorts of real ethical trade-offs
And the problem is that, even human beings are not very sensitive to how this can be done well. Because there is such diversity in human cultures, preferences, and norms, deciding whose values to prioritise is problematic.