Core Insights - HF0 is not just an accelerator but a residency that emphasizes creating a focused environment for startups to grow rapidly [7][10][41] - The experience at HF0 instills a strong belief in entrepreneurs, enabling them to achieve significant growth in a short period [12][20][41] - The structured activities at HF0, such as demo dinners and weekly check-ins, create accountability and peer pressure, driving teams to deliver results [21][24][35] Group 1 - HF0's unique approach involves creating a "container" where daily life is suspended for 12 weeks, allowing startups to focus solely on growth [7][10] - The belief instilled by HF0 is likened to a "magic potion" that enhances the capabilities of entrepreneurs, leading to exponential growth [12][14] - The environment at HF0 encourages entrepreneurs to think differently about their business challenges, fostering a mindset geared towards rapid iteration and experimentation [25][31] Group 2 - Weekly demo dinners and check-ins are critical components of HF0's program, where teams present their progress and set clear, quantifiable KPIs [21][22][24] - The pressure from peers during these events motivates teams to perform better and think creatively about their growth strategies [24][25] - HF0 promotes a culture of rapid iteration, encouraging teams to implement ideas quickly and learn from immediate feedback [26][28] Group 3 - The significant growth experienced by companies at HF0 is often attributed to simple yet effective changes, such as adjusting pricing strategies [51][53] - The emphasis on pricing models and growth strategies is a stark contrast to the more casual approach often seen in domestic markets [58][60] - Engaging with influencers and optimizing outreach processes became a core strategy for growth, demonstrating the importance of systematic approaches in marketing [61][64] Group 4 - The final demo day at HF0 provides an opportunity for startups to pitch to investors, highlighting the differences in expectations and processes between U.S. and Chinese investors [71][73] - The challenges faced by Chinese teams in the U.S. stem from a combination of regulatory concerns and the need to build trust over time [73][75] - The evolving understanding of AI productization emphasizes the importance of detailed execution and incremental improvements in creating competitive advantages [78][80]

Core Viewpoint - The company emphasizes a people-centric business model, believing that engaging with the best individuals can lead to significant value creation and satisfaction in work [1] Group 1: Business Model - The business model is driven by the principle of finding and building relationships with outstanding individuals, which is seen as the key to success [1] - The company avoids chasing trends and instead focuses on providing a platform for exceptional individuals to share their insights and content [1] Group 2: Recruitment Challenges - The company faces challenges in recruiting top talent, including identifying, attracting, and creating value for already accomplished individuals [1] - A strong platform and effective mechanisms have been established to facilitate the recruitment process [1] Group 3: Desired Qualities in Candidates - Candidates should have a genuine passion for the industry and enjoy engaging with talented individuals, as passion is considered the foundation of excellence [2] - Social skills are essential, with an emphasis on offline interactions to expand opportunities through casual conversations [2] - Deep thinking abilities are necessary to avoid superficial socializing and to gain recognition from outstanding individuals [2] - A genuine interest in people is crucial, as understanding others can reveal valuable insights [2] - Operational thinking and capabilities are important for effective resource utilization and achieving goals [2] - Candidates should possess maturity and self-awareness regarding their own and others' needs [2] - Strong communication skills are vital for effective expression and engagement with diverse audiences [2] - A drive for self-improvement, whether motivated by financial, social, or personal factors, is also sought after [3] Group 4: Opportunities - The company currently offers leading AI podcasts and communities, and has provided services to numerous top AI founders through various means [3] - The company invites interested individuals to explore opportunities in media, community, financial advisory, or investment-related roles, with competitive compensation promised [3]

美国顶级孵化器 HF0 为什么有效 曲凯： 你们只用了 3 个月的时间就把收入翻了 10 倍，其中一个重要的契机是你们去年 9 月参加 了美国顶尖的孵化器 HF0。 我想好奇先问下，英语水平会限制你们的表达和造成一些问题吗？ Joe： 肯定会有这样的情况。但我觉得沟通中的很多问题，本质上可能并不是语言的问题。 Joe： 我是觉得 HF0 跟其他孵化器都不一样。 HF0 一直说自己不是一个 accelerator，而是一个 residency。 它非常强调一个名词叫「container」，就是我给你提供的是一个容器，你进到我这个容器的 12 周里，所有日常生活都会被关停。 曲凯： 就是只有工作，没有生活。 Joe： 简单讲可以这么理解，但不只是这样。 举个例子，如果我们和另外一个中国公司合作，他们不懂我们的技术，我们也不懂他们的技 术，但双方去讨论 怎么整合 API，必然会出现的一个情况是：前半小时你觉得对方是个傻 子，对方也觉得你是个傻子。 我是觉得在沟通深入到一定程度之前，大家就是很难相互理解。只不过当我们用英语跟别人交 流的时候，往往会把所有的问题都归结于自己英语不好，然后就不自信了。 曲凯： 所以你的经 ...

好在，我们已经塑造了一个很好的平台，我们也有一套很好的机制来帮助你完成这件事。只要你： 1）和我们一样真心热爱这个行业（不管是一级市场还是 AI），热爱和最优秀的人打交道，因为我一 直认为热爱是优秀的基础。只有热爱才会让你愿意时刻想着某件事，才会开心的付出比别人更多的 时间，才会有明确的目标，才能让身边的一切都成为你的助力。 2）愿意社交，是个 e 人，或者至少能够为 i 做 e，多走到线下，多和人交流是拓展人生宽度的很好 的方式，作为一个 i 人，不得不说 e 人在某些时候是有更大的优势的，毕竟人类是一种群居生物， 毕竟很多机会就在一场不经意的对话间发生。 3）有深度思考能力，只是社交会沦为社交的奴隶，并且哪怕接触到好的人也难以得到对方的认可， 所以社交之外，一定要辅以思考和学习的习惯。让自身变得更优秀，是接近并获得优秀的人认可的 最好方式。 当我们聊到一个很好的人的时候，我们可以请他来做一期播客，也可以请他来参加一场活动，也可 以帮他融资，也可以用真金白银投资支持他，并帮他解决各种问题，和他一起成长。 所以我们的一切业务都是以"找到最优秀的人，并和他产生关系"来驱动的。 这个世界上还有什么工作是每天和不同 ...

Core Viewpoint - The current AI market is experiencing a significant transformation, with optimism for 2024 and beyond, driven by advancements in technology and a shift in investment focus towards practical applications and embodied intelligence [1][3][4]. Summary by Sections AI Market Overview - In 2023, the AI market saw a surge in interest, reminiscent of the internet boom, as many internet professionals sought new opportunities in AI due to a lack of significant developments in the internet sector since 2015 [1]. - The influx of capital primarily targeted large model companies, with less focus on intermediate layers and applications [1]. 2024 Market Dynamics - The first half of 2024 is expected to be the lowest point for the primary market in the past decade, with minimal funding for new startups [2]. - A notable shift occurred post-September 2024, with a recovery in the financing market and the emergence of high-valuation startups [3]. - The focus in 2024 has shifted from large models to embodied intelligence, with some institutions also exploring AI hardware and consumer electronics [2]. Investment Trends - The valuation of application companies remains low, with most having zero annual recurring revenue (ARR) as they refine their products [2]. - The market is witnessing a bifurcation, with a preference for investing in founders with strong backgrounds and higher valuations [5]. Future Directions for AI - The anticipated trends for 2025 include a focus on application landing, particularly in productivity tools, which are expected to dominate the market [5][6]. - The concept of "Prosumer" or "Pro C" individuals is emerging, targeting a demographic that combines consumer traits with business capabilities [6]. Key Areas of Growth - Two promising areas for 2025 are Agents and multimodal applications, with Agents seen as a potential evolution of traditional SaaS models [7][9]. - The potential for Agents to disrupt existing SaaS companies is significant, as they may offer a results-based payment model rather than a subscription model [9][10]. Multimodal Applications - The future of AI products may lie in multimodal capabilities, allowing for a complete transformation in user interaction and content consumption [13][14]. - The development of products that integrate various forms of content and user interaction is expected to redefine how information is managed and utilized [14][15]. Conclusion - The AI market is poised for growth, with a strong emphasis on practical applications and innovative business models, suggesting a bright future for companies that adapt to these changes [16].

我对当下的 AI 市场和明年的发展都极度乐观，明年肯定是个 AI 大年，我发现市场太悲观了，这 就是我拖延了两周，最后决定一定要做这期内容的原因。 来，我们直入主题，先来看这两年 AI 发生了什么。 23 年，AI 来了，很多互联网人和美元基金就直接冲了，因为不管从什么角度看，AI 这波都和大 家熟悉的互联网那波机会太像了，而且天下其实已经苦互联网人久已，从 15 年以后大机会其实就 不多了，18 年以后更是几乎没有，我记得过去两年涨起来的到千万日活的产品可能也就是番茄小 说等极少数的几个。 那互联网人发现我练成一身武功绝学，江湖却没了，这怎么能忍？ 然后市场做了个判断，AI 是不是大机会？肯定是，是什么量级先不说，是对标电、互联网还是云 也先不管，但这里又有个判断，就是 AI 肯定还在早期，所以很多人有个结论，说 AI 要先投技术 背景的人，所以像清华的教授都被撸了一遍，然后 23 年最多的钱就都流向了大模型公司，很少量 的钱流向了做中间层和应用的公司。23 年的时候，但凡你是从 OpenAI 出来的，都像是神坛上的 人，大家到美国去学习也是千方百计拼谁能约到个 OpenAI 的人聊聊。 那冲的结果怎么样呢 ...

2024 年依旧是属于 AI 的一年，也是我们继续坚持做深度内容、希望能三不五时地给大家带去一点启发和信心的一年。 今年，我们更新了 22 期播客和 12 篇文章。3 次被小宇宙首页推荐，播客订阅数从 2w 增长到了 7w，单期平均播放量也从 1.7w 来到了 2.5w。 在这样一个深入垂直的领域里，能收获如此多的支持和共鸣，是我每次想来都觉得非常幸运的一件事情。 （以下按分享量排序） 1. 世界好像变难了，我们该如何应对？| 对谈绿洲资本张津剑之 AI、人 与 生命力 这是津剑第二次录制我们的播客，也是他第二次拿到年度分享量第一 :) 今年这期前半段是《信号与噪音》的延续，津剑从「频率」的视角拆解了世界变化的本质，后半部分则在探讨我和他对于「阅人、做人与生命力」的理解和体 悟。 3. 24、25 年会是下一代浪潮最关键的两年 | AI 年终复盘 我们希望这次对谈能够超越 AI，超越工作，为每个人的人生带来更广泛的启发和释然。 （推送文字稿传送门: Part 1 & Part 2 ） 2. 一个顶级 AI 产品经理的自我修养 | 对谈光年之外产品负责人 Hidecloud 在我看来，Hidecloud 是那种 ...

曲凯 ： 你之前的最好成绩是拿了 WSOP 的金手链奖。 Ricky ：对， WSOP 是全球最知名的扑克大赛，相当于扑克届的奥运会。我拿金手链的那场有 4747 个选手 报名，这些人的筹码经过层层淘汰，最后集中到了我一个人的手里。 曲凯 ： 所以在你看来德扑打得好的人有什么核心素养？ Ricky ：德扑是一个综合的游戏，比较重要的有三点： 1) 绝对理性 2) 对人的判断力 3) 对概率的理解 这些大都是天赋层面上的能力，决定了你的下限。如果要继续往上走，还离不开刻苦的训练、学习，和复 盘。 曲凯 ：这三点我们可以挨个展开讲讲。但我想先问一下，你怎么定义「天赋」？ Ricky ：天赋就是每个人特别擅长的事情。我从小就很擅长找到世界的规律，我的天赋就是归纳演绎。 曲凯 ：打德扑这十多年来，你的这个天赋核心体现在哪里？ Ricky ：我很擅长总结每个人行为上的规律，从而发现漏洞。 比如某个人习惯 2/3 注下强牌、1/3 注下弱牌，如果能抓到这个规律，我就可以一直打 Ta 这一点，打到 Ta 调整为止。 后来成长的过程中我一直也是这样要求自己的。 曲凯： 心态的变化和你在牌局里投入的多少也是相关的吧？投入金额占 ...

在我 9 月份的硅谷行程里，让我印象最深、最有收获的人之一就是 Ted。 他先后在 Meta、Apple、Google 和 Roblox 都工作过，并在 23 年年底加入了 Character.ai，做 Post Training。作为 C.AI 第四十来号员工，他对于 C.AI 的产品、模 型、训练等等的熟悉程度都非常高。 所以我这次特别把他请来，跟大家一起分享下美国最好的 AI 公司内部是如何运作的，Post Training 的最佳实践是怎么做的等等。 Inside C.AI 曲凯 ： 我首先问一个问题，C.AI 一直是 AI 陪聊类产品的代表，各项数据都非常好，所以你们到底是哪个点做得比别人好？ Ted： 我觉得 C.AI 走到现在，核心优势有三个： 1) 模型全自研带来的性能优势。自研模型有更大的自由度，我们可以自如地调整预训练阶段的语料比例，从而极大地提升对话效果。 2) Noam Shazeer 带来的成本优势。Noam 是创造 Transformer 的核心人物之一，一个真正少有的技术天才。创立 C.AI 后，他带领着一群业界最顶尖的技术团队，把 我们的推理成本压缩到了其它同参数量模型的 1% ...

很多朋友说想听我 9 月硅谷之行的见闻和思考，我干脆把这次在硅谷见到的印象最深、让我最有收获的人之一先带到大家的身边。 于是上周 Ted 被我请来录了期播客，聊了聊他作为 C.AI 的早期员工，在过去一年里积累的实践和认知。 节目里，Ted 提供了很棒的 insider 视角，在有关 C.AI 的各种迷思、Post Training 的最佳实践，和硅谷 AI 观察上，都分享了很多干货。 但这些只是冰山一角。 在加入 C.AI 之前，Ted 在美国已经呆了 16 年，其中 8 年是在硅谷大厂做 Staff Engineer，在 Meta、Apple、Google，Roblox 几家公司都工作过。如果要聊在硅谷的 经验和思考，Ted 能分享的都是最一线的认知和实践，非常有代表性。 为了探听到 Ted 更多的硅谷打工沉思录，我们组织了一场线上 AMA 活动，12.7 下午，请 Ted 直接来和大家交流探讨。 具体的活动报名信息请见下方海报。为了保证小型、私密的活动交流氛围，我们希望将活动控制在 100 人以内（非投资人优先），报名成功与否请以工作人员通知 为准。 嘉宾: Ted 前 C.AI 模型应用算法专家, 加 ...