主持人
go? What does this look like in the future? What's like the ideal platonic version of Grockbot? The ultimate vision of Grockbot is incredibly simple, which is you should have a team of AI bots that help you with your job and help you with your life. And it should really feel like a team. It should really feel like teammates that are autonomous are helping you. You can steer them in various ways. You don't have to micromanage them. They have access to the tools necessary to do great ambitious work. And one thing we really use as a north star on the product side uh in building this is as we kind of get closer to this teammate future, how can we in every product decision we make think about this less from the perspective of a SAS product and more from the perspective of we're trying to
哪里?未来会长什么样?Grok Bot 理想的、柏拉图式的版本是什么?Grok Bot 的终极愿景其实非常简单:你应该有一支 AI bots 团队,帮你做工作,也帮你处理生活。而且它应该真的感觉像一支团队。应该真的感觉像自主的队友在帮你。你可以在各种方面引导他们。你不必微观管理他们。他们能访问做出出色、有雄心的工作所需的工具。我们在产品侧真正当作北极星的一件事是:随着我们更接近这种队友的未来,我们怎样能在每一个产品决策里,更少从 SaaS 产品的视角去想,而更多从我们在试图
主持人
build useful AI teammates. And so there have been a bunch of examples where we kind of have to push ourselves to be more like colleague pill in a way. We sometimes use that term where we're having a product debate about something. There are good arguments on one side. There are good arguments on another side. Both paths feel sensible. Like in product land, this maybe doesn't feel uh like there's a clear-cut answer. And then you zoom out a little bit and you remove yourself from the, you know, tech companiness of it all and you start thinking, how would a human do this? Like what would you want from your teammate in this exact situation? And oftentimes the answer is really clarifying and pretty unanimous. There's oftentimes not a lot of disagreement among the room of like how a human teammate you would prefer to work with in a certain way. And then once that answer is there, well then we just need to build it. And there are product
做出有用的 AI 队友这个视角去想。所以有一堆例子,我们得把自己往更 colleague-pilled 的方向推。我们有时会用这个词:我们在对某件事做产品辩论,一边有好论点,另一边也有好论点,两条路都感觉合理。在产品世界里,这也许感觉没有斩钉截铁的答案。然后你稍微拉远一点,你把自己从整件事的科技公司味里抽出来,开始想:一个人类会怎么做?在这个确切情境里,你希望从队友那里得到什么?很多时候答案非常澄清,也相当一致。房间里往往不会对「你更希望人类队友以某种方式工作」有很多分歧。一旦那个答案在了,那我们只需要把它做出来。而这会有产品上的
主持人
implications, there are model implications, there's a lot of things that need to go right to actually deliver on that experience. But in some ways it's not rocket science. Doesn't require you being a genius. you just need to ask the question of what would you want from a human teammate and can we push AI to behave in a similar way and so to give some examples of that I mean we've been thinking about what the right voice experience with uh these bots should be and I think in the context of a human for example we have a really good analog of a lot of times I'm slacking back and forth with a teammate we're sharing context and a lot of times it's just much simpler to get on a fiveminute huddle with them and just press huddle talk back and forth I share my screen. I show exactly what's on my mind. They share their screen. We hop off and then we continue async from there. And that's not really an experience that any AI product has gotten right right now. And it is deeply integral to the way that I think humans collaborate. And so we want to build
含义,有模型上的含义,有很多事情需要做对,才能真正兑现那种体验。但从某些方面说,这不是火箭科学。不需要你是天才。你只需要问:你希望从人类队友那里得到什么,我们能否把 AI 推向以类似方式行事。举一些例子:我们一直在想,和这些 bots 正确的语音体验应该是什么。我觉得在人类的语境里,我们有一个很好的类比:很多时候我和队友在 Slack 上来回聊、共享 context,很多时候更简单的是和他们开一个五分钟的 huddle,按一下 huddle,来回说。我分享屏幕,正好把我脑子里的东西展示出来。他们也分享屏幕。我们下线,然后从那里继续异步。而这并不是任何 AI 产品现在已经做对的体验。它深深嵌在我认为人类协作的方式里。所以我们想做
主持人
something like that. And there are a bunch of other examples of these like very clear patterns that just work uh that I think you should also feel when working with AI.
那样的东西。还有一堆其他例子,都是非常清楚、就是能用的模式,我觉得你和 AI 工作时也应该感觉到。
Roman Ugarte
I love this term colleague build. uh such and it's come up so many times over the course of this chat already how that is uh kind of a throughine to making these decisions for example the computer example you gave is so good obviously people would have their own computer the naming piece is also a very important part of that a big question on my mind in the space and I'm so curious to get your take is the separation between work and personal do you think people will have two different assistants a work and a personal or do you think it'll be one
我喜欢 colleague-pilled 这个词。它在这次对话里已经出现了这么多次,它是做这些决策的一条贯穿线。比如说你给的电脑那个例子就非常好,显然人们会有自己的电脑;命名这一块也非常重要的一部分。我脑子里这个领域有一个大问题,我非常好奇你的看法:工作和私人之间的分离。你觉得人们会有两个不同的助理,一个工作、一个私人,还是会是一个?
主持人
when people think about a work product versus a consumer product. I think there's just a lot of baggage that comes from the last decade or two of horrible B2B software. Um, that leads to people seeing a product that is very simple in some ways. Chat GBT was like this. I think Grockbot has many of these properties and assuming that it's not a work product or assuming that it's not a power tool. And when you think of a power tool in this kind of last generation,
当人们想到工作产品和消费产品时,我觉得有很多包袱来自。过去一二十年糟糕的 B2B 软件。这会让人们看到一款在某些方面非常简单的产品——ChatGPT 就是这样,我觉得 Grok Bot 也有很多这样的属性——就假定它不是工作产品,或假定它不是 power tool。而当你想到上一代的 power tool 时,
主持人
I in my head picture something a bit like Photoshop for example, where there are all of these different dials to turn very precisely. You know, the user of the tool is this kind of um you know, ultimate um cockpit flyer who knows exactly what all the knobs do and can like use them perfectly. And I think power tools of the future will actually be very different from that. Uh where it is mostly just intent being expressed and good steering on the part of the human and these AI tools abstract away all of the knobs. you should never see them unless you need to directly manipulate it which might happen and there should be a great affordance for that but ultimately it really is just working with a teammate and so the interface for that is quite conversational and so in a lot of ways Grockbot when you look at it like when I
我脑子里会想到有点像 Photoshop 那样的东西:有各种各样的旋钮要非常精确地拧。工具的用户是那种终极驾驶舱飞行员,确切知道所有旋钮做什么,并能完美地使用它们。而我觉得未来的 power tools 实际上会和那非常不同。大部分只是意图被表达出来,以及人类这边良好的引导,这些 AI 工具把所有旋钮都抽象掉。你永远不该看到它们,除非你需要直接操作——那也可能发生,而且应该有很好的 affordance——但最终它真的就是在和一位队友工作,所以那个界面相当对话化。所以在很多方面,Grok Bot 当你看着它,就像我
主持人
walk by someone's desk and I see Grockbot up on their computer for me for a split second I'm like oh are they on like a messaging app and it's like no they're you know this is actually the primary tool that they're using to do much of their work and so I think to question of are you going to have a different set of bots for your personal life and a different set of bots for your work life. Um I do think there will be a separation for many people. They want a separation between personal and and work life and I think that's I think that's great. I think that's important and I think there are a lot of common sense reasons why those things should be separate even from the perspective of of an enterprise. But I think our goal and the thing we're trying to build towards is Grockbot should be the way that a large portion of the things you do day-to-day in your work. You should be able to delegate a lot of that to Grockbot and focus on the higher leverage things. And then it should similarly be the way that you delegate a
走过某人的桌子,看到他们电脑上开着 Grok Bot,有一瞬间我会想:哦,他们是在用即时通讯应用吗?然后发现不是,这其实是他们用来做大部分工作的主工具。所以回到那个问题:你会不会有一套 bots 给私人生活,另一套 bots 给工作生活。我觉得对很多人会有分离。他们想要私人和工作生活之间的分离,我觉得那很好。我觉得那很重要。即使从企业的视角,也有很多常识理由说明这些事情应该分开。但我们的目标、我们在朝着去建的东西是:Grok Bot 应该成为你日常工作中很大一部分事情的方式。你应该能把其中很多委托给 Grok Bot,去专注更高杠杆的事。然后它同样应该成为你委托
主持人
lot of the low leverage parts of your personal life. And those two things actually are not different problem sets. In a lot of ways, the product form factor and the ways of solving those problems is pretty much the same. And so my instinct is that I think one product will be the best form factor for both of those things. And that's really what we want to build.
私人生活里很多低杠杆部分的方式。而这两件事其实并不是不同的问题集。在很多方面,产品形态和解决问题的方式几乎是一样的。所以我的直觉是,一款产品会是这两件事最好的形态。而这正是我们想做的。
Roman Ugarte
Bam. That's a big TAM right there. Uh I love I love to hear it. Makes so much sense. Obviously the question is how do you avoid crosscontamination, you know, personal stuff somehow uh infiltrating exfiltrating stuff from work. Uh but feels like that's kind of okay. So what I'm hearing is that's the direction. The question is just how to do that and make people feel super safe. have kind of like the sock tube stuff in place and also just feel really fun. This episode is brought to you by Mercury. Radically different banking now with spend. I've been a Mercury customer for so many years now. I switched all my business
砰。那可是一个很大的 TAM。我很爱听这个。非常说得通。显然问题是怎样避免交叉污染,私人的东西不知怎么渗进去、又从工作里渗出来。但感觉那是可以解决的。所以我听到的是那就是方向。问题只是怎样做到,并让人感觉超级安全,把 SOC 2 这类东西就位,同时也感觉真的很好玩。本集由 Mercury 带来。彻底不同的 banking,现在有了 Spend。我做 Mercury 客户已经很多年了。我把所有生意上的
Roman Ugarte
banking to Mercury and honestly I could not be happier. It's what online banking feels like when it's built by product people, not by bankers. And now with spend, you can give your team individual cards, set spending limits per person or per team, and have expense receipts automatically pulled in from Gmail or over text. You can even give your AI agents their own cards with their own limits and policies. Most founders start out the same way, one card used by everybody at the company. It works until it stops working. Someone goes over, a receipt disappears, you spend two days trying to figure out who spent what and why. Spend is expense management built directly into Mercury. All your team's cards, budgets, and reimbursements. All live in the same place as your business thinking. No chasing, no manual reviews, no end of month scramble. The result is a team that can move fast and a founder who is no longer the bottleneck. Learn
banking 都切到了 Mercury,说实话再高兴不过。这就是由产品人而不是银行家做出来的线上 banking 该有的感觉。现在有了 Spend,你可以给团队每人一张卡,按人或按团队设置支出限额,费用收据会自动从 Gmail 或短信里拉进来。你甚至可以给你的 AI agents 它们自己的卡,带它们自己的限额和策略。大多数创始人起步都一样:一张卡给公司里所有人用。它能用,直到它不能用。有人超支了,一张收据消失了,你花两天去搞清楚谁花了什么、为什么。Spend 是直接做进 Mercury 的费用管理。团队所有的卡、预算和报销,都和你的业务账户活在同一个地方。不用追,不用手工审核,不用月底手忙脚乱。结果是团队能跑得快,创始人不再是瓶颈。了解更多
Roman Ugarte
more and get signed up at mercury.com. Mercury is a fintech company, not an FDIC insured bank. Banking services provided to Choice Financial Group and column NA members FDIC. The IO card is issued by Patriot Bank and a member FDIC pursuant to a license from Mastercard International Incorporated. Let me ask a couple technical questions. Uh on the computer side, how how do how what's the simplest way to think about what you get as a part of your Grobot account? Is it like a VM that is running in the cloud with multiple login? Is it like a separate VM instance per bot? How do we understand that as much as you could share? Mhm. Yeah. I think to go back to the teammate frame of the product, um to kind of extend the analogy even further, if we were on a team together, you and me, um you know, I think the number of times that you would have to manually take over my computer and start clicking on things and like, you know, you're
并在 mercury.com 注册。Mercury 是一家 fintech 公司,不是 FDIC 承保的银行。银行服务由 Choice Financial Group 和 Column NA 提供,它们是 FDIC 成员。该卡由 Patriot Bank 发行,该行是 FDIC 成员,依据 Mastercard International Incorporated 的许可。让我问几个技术问题。在电脑这一侧,作为 Grok Bot 账户的一部分,你得到的东西,最简单该怎么理解?它像是一台在 cloud 里跑的 VM,带多个登录?还是每个 bot 一个单独的 VM instance?在你能分享的范围内,我们该怎么理解?嗯。是的。回到产品的队友框架,把这个类比再延伸一点:如果我们在同一个团队,你和我,我觉得你必须手动接管我的电脑、开始点击东西、说你
Roman Ugarte
doing this wrong, you should go here instead and type in manually. Hopefully is pretty close to zero. Hopefully that is not something uh you have to really do with with a colleague or a teammate. And so similarly, I think right now we're in a place where computer use is good. It's getting much better. And in very short order, I think the computer concept will be completely abstracted away from the user. You should never be clicking into a remote virtual machine.
这样做错了、你应该去这里、然后手动输入的次数,希望接近于零。希望那不是你对同事或队友真正必须做的事。同样,我觉得现在 computer use 已经不错,而且正在好得多。在很短的时间内,我觉得电脑这个概念会对用户完全抽象掉。你永远不该点进一台远程虚拟机。
Roman Ugarte
You should never have to take control. Uh you know, if something if there's like a wasteful path and you have to kind of steer it into the correct path. Um, so in the medium term, I think the computer concept will be an important concept for users to have, but will not actually be something that they're interacting with. So I think the right way of thinking about Grockbot is it's a team of bots. It's a team of agents that are that do work for you. And in terms of what they have access to, they have access to a very long memory set of your past interactions with them. And so I think there's a current paradigm of you create a new chat for each discrete unit of work. Uh I think there are a lot of problems with that. I find myself copying and pasting between chats all the time. Um I think it's just not a great way of grouping categories of work. Instead, the same way on a team, you have a good way of grouping uh
你永远不该必须接管。如果有一条浪费的路径,你必须把它引导到正确的路径。所以在中期,我觉得电脑这个概念对用户来说会是一个重要概念,但不会是他们真正在交互的东西。所以我认为理解 Grok Bot 的正确方式是:它是一支 bots 团队。它是一支为你做事的 agents 团队。至于它们能访问什么,它们能访问和你过去交互的很长一套 memory。所以我觉得当前有一种范式:你为每一个离散的工作单元新建一个 chat。我觉得那有很多问题。我发现自己总是在 chats 之间复制粘贴。我觉得那不是给工作分类分组的好方式。相反,就像在一个团队里,你有很好的方式去分组
Roman Ugarte
categories of work of kind of roles. You should have roles of kind of different swim lanes of work that you do and it should learn from you and it should get smarter over time. So I think that's one very critical thing is these are longived agents. These are not individual one-off sessions and these agents get smarter over time. And then the second thing is those agents have access to all of the tools that you would expect a human colleague to have which is the APIs, the MCPs. That's great, but then access to its own computer which it can freely manipulate the way that you would. uh at this meetup that I went to uh Shub who's on the I think grow to market team uh demoed something that blew everyone's mind because you have a computer within each agent you can run a lot of different things on the computer he was running Grockbot within Grockbot like the bot can run its own Grock bots and I know he was using it for testing and watching regressions and things like that but that's just like a mind
工作类别,也就是角色。你应该有角色,也就是你做的不同工作泳道,它应该向你学习,并随时间变得更聪明。所以我觉得非常关键的一点是:这些是长寿命的 agents。它们不是一次性的单个 session,这些 agents 会随时间变得更聪明。第二是,那些 agents 能访问你期望人类同事拥有的所有工具,也就是 APIs、MCPs。那很好,然后还有对它自己电脑的访问,它可以像你会做的那样自由操作。在我去的那场 meetup 上,Shub——我想是 go-to-market 团队的——演示了一件让所有人脑子炸开的事:因为每个 agent 里都有一台电脑,你可以在那台电脑上跑很多不同的东西。他在 Grok Bot 里跑 Grok Bot,也就是 bot 可以跑它自己的 Grok Bots。我知道他用它来做 testing、看 regressions 之类的,但那就是一个让思维
Roman Ugarte
expanding idea and I'm curious how many levels you can go before the universe collapses on itself I do that one too. That one's actually a very useful thing to do is you download Grockbot for one of your bots. Mine is like a QA tester bot. Uh and that way if there's ever bug report or if we're kind of testing out a new a new build, for example, of the desktop app, I can just say, "Hey, here are 10 workflows that we need to make sure are getting better release after release. I want you to test it. I want you to write it to this notion document that has like an extensive list of all of the past tests that we've done of past client versions and compare them. And so I think once you start breaking out of this is AI chat with a set of connections which is I think where most people are conceptually now instead to this is a colleague with a computer and anything I would ask a colleague to do on a computer I can ask Arpot to do. It just
扩展开的想法。我很好奇能叠多少层,宇宙才会塌缩。我也会做那个。那其实是一件非常有用的事:你给自己的某个 bot 下载 Grok Bot。我的那个像是一个 QA tester bot。这样如果有 bug report,或者我们在测试一个新 build,比如说 desktop app 的新 build,我就可以说:嘿,这里有 10 个 workflows,我们需要确保它们变得更好,一个版本接一个版本。我要你去测。我要你写进这份 Notion 文档,里面有我们过去对各个 client 版本做过的所有测试的详尽清单,并做比较。所以我觉得,一旦你跳出「这是带了一组 connections 的 AI chat」——我觉得大多数人概念上现在还在那里——转而变成「这是一位带着电脑的同事,任何我会让同事在电脑上做的事,我都可以让 Grok Bot 去做」,它就只是
Roman Ugarte
raises the ceiling I think of of what you would think to give to AI. Are there any other mindexpanding use cases or ways to use Grockbot that uh you've seen that or you use? Mhm. One pattern that I've seen from many users um that is simple but I think there's a lot of depth uh if you keep investing in making it better. And this is kind of where I can get kind of nerdy about optimizing my setup. um is Grockbot as an infovore in some ways of just consuming huge quantities of information removing that from your own cognitive load giving you peace and then coming to you with the stuff that's important and I think the V1 implementation of that which many people
抬高了你愿意交给 AI 去做的事情的上限。还有没有其他让思维扩展开的用例,或你见过、你自己在用的 Grok Bot 用法?嗯。我从很多用户那里看到的一个模式,很简单,但我觉得如果你持续投入把它做得更好,会有很多深度。而这有点是我会对优化自己的 setup 变得有点 nerdy 的地方。就是在某些方面把 Grok Bot 当成 infovore,大量吞食信息,把那部分从你自己的认知负荷里拿掉,给你平静,然后把重要的东西带到你面前。我觉得这件事的 V1 实现,很多人都
Roman Ugarte
do is Grockbot sits on top of Slack and it sits on top of email and I tell it high level here's my role at the here's kind of what I care about. I want you to notify me in these cases. In these cases, you don't need to ping me directly, but you should include this in your daily roundup that I read every day. That's like the V1 implementation. I'm not sure what the V10 implementation is, but like maybe I'm at V3 or four,which is you can give these bots a complete fire hose of information. So I have mine hooked up to like every mention of Grockbot ever on X and it's interacting with our internal context. It's interacting with the QA tester to like see if it can repro any bugs or feedback that we're getting. I've hooked up to my own kind of messaging services to like quickly act on feedback and reach out to people. Um, and I think
在做的是:Grok Bot 坐在 Slack 上面,也坐在 email 上面,我在高层面告诉它:这是我在公司的角色,这是我在乎的事。这些情况下我要你通知我。这些情况下你不必直接 ping 我,但你应该把它放进我每天读的 daily roundup。那就像 V1 实现。我不确定 V10 实现是什么,但也许我在 V3 或 V4,也就是你可以给这些 bots 一整条信息消防水带。所以我把自己的接到了 X 上每一次提到 Grok Bot,它在和我们的内部 context 交互。它在和 QA tester 交互,看能不能复现我们收到的任何 bugs 或反馈。我还接到了自己的消息服务,好快速对反馈采取行动、去联系人。而且我觉得
Roman Ugarte
there's this just like always on kind of chief of staff entity that can preserve your focus on the things that actually matter, but is always like kind of surveilling to see if there's anything that should get your attention. And we've seen some funny cases of people actually giving their Grock bots, which I have not done this yet, but maybe soon, giving their Grock bots access uh the ability to page them. And so if something like super urgent happens and they're at a coffee or whatever, they get paged by Grockbot, which is the type of thing that you only want to do if it's urgent and you really want to you want to trust uh that Grockbot, you know, does not have false positives. So far, those people have reported uh that that it's been very helpful and successful. But I think we're going to see more of that type of stuff um where the agent or the bot should actually be more proactive to you than you reaching out to it. And I think that will be the next shift in AI. This
这就像一个始终在线的首席助理实体,能保住你对真正要紧之事的专注,但又始终在监视,看有没有?什么该引起你注意。我们还看到一些好笑的例子:人们真的给他们的 Grok Bots——我还没这么做,但也许很快会——给他们的 Grok Bots 呼叫他们的能力。所以如果发生特别紧急的事。而他们在咖啡店或别的地方,他们会被 Grok Bot page。这种事你只想在真正紧急、而且你真的信任 Grok Bot 没有误报时才做。到目前为止,那些人反馈说这非常有帮助、也很成功。但我觉得我们会看到更多这类事:agent 或 bot 对你应该比你去找它更主动。我觉得那会是 AI 的下一次转变。这
Roman Ugarte
touches on there's a number of things that I've been very impressed with watching your team operate. Uh one is speed which I want to talk about but the other is how you like there's awareness that this is a moment in time to capture a lot of market share and really uh take as much of the market as you can before somebody comes around and like okay now we got something awesome especially one of the foundation labs. So watching just how many free accounts you guys are giving out. Also the uh focus on use cases so smart because it's such a novel thing and you open it up and it's like what do I do with this and there's such a focus on okay here's a bunch of things people do with it and then there's all this talk on Twitter and just like all the ways people are using a template makes so much sense just these two kind of like focuses from what I can tell get as many people on it as possible as fast as possible until somebody's like okay you know because someone's going to come
触及到我观察你们团队运转时非常印象深刻的几件事。一件是速度,我想谈,但另一件是你们意识到这是一个时刻,要去拿下大量市场份额,在有人——尤其是某个 foundation lab——出来说好,我们现在也有很棒的东西之前,尽可能多地拿下市场。所以看着你们发出去多少免费账户。也很聪明。还有对 use cases 的专注,非常聪明,因为这是如此新的东西,你打开它会想:我拿这干什么?于是有如此专注:好,这里有一堆人们用它做的事。然后 Twitter 上全是讨论,人们用模板的各种方式,非常说得通。就我能看出的这两个专注:尽快让尽可能多的人用上,直到有人说好——因为总会有人
Roman Ugarte
around be like all right here's the next thing uh super smart and also the use case focus. Uh I know you were a goto market person at Kurser before this. Anything you want to share there about just the approach to the to go to market right now for getting this out there. I think the pattern we saw for coding will be somewhat similar to what we see for general knowledge work and I think we've learned a lot from that on the go to market side and more generally um just building practical AI that people use and I think we as a company have culturally really cared about not building demoware uh like building actually useful stuff in the world uh and kind of obsessing over that and there are so many shiny objects and like fun prototypes to build. But ultimately that's a very different problem than getting this in the hands
出来说:好,这是下一个东西。非常聪明,还有对 use case 的专注。我知道你在这之前是 Cursor 的 go-to-market 的人。关于现在把这个推出去的 go-to-market 方法,你有什么想分享的吗?我觉得我们在 coding 上看到的模式,会和我们在 general knowledge work 上看到的有些相似。我觉得我们在 go-to-market 这一侧从中学到了很多,而且更一般地说,就是做出人们会用的实用 AI。我觉得我们作为公司,在文化上非常在乎不要去做 demoware,而要去做世界上真正有用的东西,并对此近乎着迷。有太多闪亮的东西、有趣的原型可以去做。但那和把这个交到
Roman Ugarte
of millions of people and having it transform companies. So that's really I think culturally where we've we've always been focused. And so I think on the go to market side what we saw for coding um was a very simple pattern which was there was an early adopter crowd. The early adopter crowd would use these coding tools and really push them to the limits and they would mostly push them to the limits on individual projects. they would on nights and weekends. I'm thinking like 2023, you know, kind of earlier. Um people would kind of go home from work at at work, they were using a basic IDE. This is preAI. And then at home, they'd work on a side project and they'd be using cursor or they'd be using, you know, the latest and greatest AI coding tool. And that would give them an extreme amount of acceleration. It would feel like they were experiencing the future. And then they would come back to work and they
数百万人手里、并让它改变公司,是非常不同的问题。所以我觉得那才是我们在文化上一直聚焦的地方。所以在 go-to-market 这一侧,我们在 coding 上看到的是一个非常简单的模式:有一群 early adopter。这群 early adopter 会用这些 coding 工具,并把它们推到极限,而且他们大多是在个人项目上把它们推到极限。他们会在夜里和周末。我想的是大概 2023 年,更早一些。人们下班回家,在公司他们用的是一个基本的 IDE。那是 pre-AI。然后在家,他们做 side project,会用 Cursor,或用当时最新最好的 AI coding 工具。那会给他们极大的加速。感觉像他们在体验未来。然后他们回到公司,他们
Roman Ugarte
would demand it. They would say,"I cannot picture working any other way than this. I feel like I'm completely walking through molasses right now. This needs to change." And I think for knowledge work, we're going to see a similar pattern of people really feeling the aha moment sometimes in a personal capacity. And I think we're certainly seeing a lot of this like on X right now. You see all these examples of uh Grockbot controlling their home robot computer or home robot vacuum cleaner uh or Grockbot, you know, helping them save money on their Tesla charger negotiation. Like all of these fun use cases, but I think the next step is going to be this is not a consumer product. We think this is going to transform businesses. We think this is going to transform teams and it will be bots coming into teams and contributing really economically valuable work especially as they get much smarter.
会要求它。他们会说:我无法想象用别的方式工作。我现在感觉完全像在糖浆里走。这必须改变。我觉得对 knowledge work,我们会看到类似的模式:人们有时会在私人场景里真正感到 aha moment。我们现在在 X 上肯定已经看到很多:你看到所有这些例子,Grok Bot 在控制他们家里的机器人电脑,或家里的机器人吸尘器,或 Grok Bot 帮他们在 Tesla 充电谈判上省钱。都是这些有趣的 use cases。但我觉得下一步会是:这不是一款消费产品。我们认为这会改变企业。我们认为这会改变团队。会是 bots 走进团队,贡献真正有经济价值的工作,尤其是随着它们变得聪明得多。
Roman Ugarte
And so on the go to market side, we're certainly um making a big push on prioritizing businesses and thinking about not just the single player use case of working with a single bot, but how does a bot work inside of a broader team? How does a bot work inside of real company systems uh that are complicated and there's a lot of context and a lot of history to understand? What does memory look like in kind of a broader uh organization versus kind of a single individual you're catering to? And I think there are a lot of unanswered questions there. But I do think Rockbot is the right primitive to create this switch to agents uh for the rest of the company outside of coding. And that's a place where we're quite focused right now. And along those lines, it's very clear you all understand the power of distribution and how you need to find both an amazing product and get distribution right
所以在 go-to-market 这一侧,我们肯定在大力优先企业,思考的不只是和一个 bot 工作的单人用例,而是一个 bot 怎样在更广的团队里工作?一个 bot 怎样在真实的公司系统里工作——那些系统很复杂,有大量 context 和大量历史要理解?memory 在更广的组织里会是什么样,对比你在服务的单个个人?我觉得那里有很多未回答的问题。但我确实认为 Grok Bot 是正确的 primitive,好为 coding 之外公司其余的人,完成向 agents 的切换。那是我们现在相当聚焦的地方。沿着这条线,很明显你们都理解分发的力量,以及你需要既找到一款出色的产品,又把分发做对
Roman Ugarte
because you know Grockpot's amazing, but the combination of how smart you guys have been with getting it out there in all these different ways is really impressive and I think that shows you what it takes these days to build something that's really successful. I want to ask about the brand of the different brands around uh this product and the company just so people can try to understand because I know you're going through a transition acquisition SpaceX all these things. So there's Grockbot, there's cursors is that so talk about like the products and the way to think about these different brands today and I know it'll probably continue to evolve just so we could uh communicate about it correctly.
因为 Grok Bot 很出色,但你们用各种不同方式把它推出去有多聪明,这个组合真的令人印象深刻。我觉得这展示了如今要做出真正成功的东西需要什么。我想问一下围绕这款产品和这家公司的不同品牌,好让人们试着理解,因为我知道你们正在经历转型、收购、SpaceXAI,所有这些。所以有 Grok Bot,有 Cursor,是这样吗?谈谈这些产品,以及今天该怎样理解这些不同品牌,我知道它大概还会继续演化,好让我们能正确地谈论它。
主持人
Definitely. Yeah. Um I think there are three big pillars right now of SpaceX AI. So the first pillar is the coding product instead of products and right now that's Kerser and Grock build and I think we're big believers that having a professional work surface for developers and for the engineering part of the organization is going to be really critical and right now people use Grockbot sometimes to kick off cloud agents or to kind of merge PRs or to do QA a bunch of engineering adjacent tasks but ultimately when you're shipping production software ware. We're big believers that that is going to require, you know, a product where every pixel is optimized for that end user. So, we're making big investments there. The second
当然。是的。我觉得 SpaceXAI 现在有三大支柱。第一根支柱是 coding 产品,或者说产品们,现在就是 Cursor 和 Grok Build。我们非常相信,为developers、为组织里的 engineering 部分拥有一个专业工作界面,会非常关键。现在人们有时会用 Grok Bot 去启动 cloud agents,或去 merge PRs,或做 QA,一堆工程相邻的任务。但最终当你在交付生产软件时,我们非常相信那会需要一款每一个像素都为那个终端用户优化的产品。所以我们在那里做大量投入。第二
主持人
category is general knowledge work and we think bot is a really exciting step in that direction. There's a lot more work to do of making it more useful, extending it to new surfaces, it really feeling like an AI teammate that you can delegate work to, especially inside of companies and businesses. So, that's kind of the second pillar. And then third is the general model effort. Um we want to train the smartest models in the world um that are really capable. And I think one thing that somewhat distinguishes SpaceX AI from other AI labs um is I think our goal is less to build um you know chase super intelligence or some kind of vague aspirational ideal. uh and the goal is actually very practical which is to build useful AI and we do that on the product side, we do that on the model side and I think part of that is also just cultural of like the group
类是 general knowledge work,我们认为 bot 是朝那个方向非常令人兴奋的一步。还有很多工作要做:让它更有用,延伸到新的界面,真正感觉像一个你可以委托工作的 AI 队友,尤其是在公司和生意内部。所以那是第二根支柱。然后第三是通用模型方面的努力。我们想训练世界上最聪明的、真正有能力的模型。我觉得有一件事在某种程度上把 SpaceXAI 和其他 AI labs 区分开:我们的目标较少是去追逐超级智能,或某种模糊的、向往式的理想。目标其实非常实际,就是做出有用的 AI。我们在产品侧这样做,在模型侧也这样做。我觉得其中一部分也只是文化:为这些模型做贡献的这群
主持人
of people contributing to these models are engineers and people who um kind of came into the the model training effort from like a very applied mindset and I think that's what gets this company going and I think is is actually a slightly different direction from some of the other competitors out there.
人,是 engineers,是从非常应用的心态走进模型训练这件事的人。我觉得那才是让这家公司运转起来的东西,而且实际上和其他一些竞争对手是略微不同的方向。
Roman Ugarte
Super interesting. Okay, there's a couple directions I want to go. One is you have this tweet that is uh I think you pinned it or maybe it's your last tweet. It's up there in your timeline if people check you out. So the tweet is an AI that does 100% of the job feels categorically different from one that gets you 90% there. I've significantly updated what I think AI is capable of. Say more about that. I think for me what made me so excited to work on Grockbot and contribute to it is it was the first
非常有意思。好,我想走几个方向。一个是你有这条 tweet,我想你把它 pin 了,或者也许是你最近一条tweet。如果人们去看你,它就在你的时间线上。这条 tweet 是:一个能把工作做完 100% 的 AI,和一个只能帮你做到 90% 的 AI,感觉是完全不同的类别。我已经显著更新了自己对 AI 能力的看法。再多说说这个。对我来说,让我如此兴奋去做 Grok Bot、为它做贡献的原因是:这是第一次
Roman Ugarte
time for non-coding tasks that I felt like I could truly delegate work to AI and not have to think about it and I would come back and it's done. And I think engineers have been feeling this for quite some time. For maybe a year, a year and a half things have been like that. I mean the job of a developer has completely transformed. It is unrecognizable from what it was two years ago and and many many words have been said on that topic. Uh but I think it's underrated how different that experience is from what most people are feeling about AI right now and the way that AI has changed their lives. And it looks quite similar to the way that people would use AI like two years ago where you create a new thread for a task, you type it into a to a, you know, an input box, you hit enter, you watch all of these steps happen, you get an
在非 coding 任务上,我感觉自己真的可以把工作委托给 AI,不用再惦记,回来时它已经做完了。我觉得 engineers 已经有相当一段时间是这种感觉。大概一年、一年半,事情已经是那样。我是说,developer 的工作已经完全转变了。它和两年前已经认不出来,关于这个话题已经说了非常非常多话。但我觉得被低估的是:那种体验和大多数人此刻对 AI 的感觉、以及 AI 改变他们生活的方式,有多么不同。它看起来相当像人们大约两年前用 AI 的方式:你为一个任务新建一条 thread,打进一个输入框,按回车,看着所有这些步骤发生,得到一个
Roman Ugarte
output, it's not quite right, you keep working on it. And Grockbot, I think, shortcircuits a lot of that. When you first kind of lay eyes on the first screen, you're like, whoa, this is clearly different. Let's see if it actually works, but this is different. and then you give it something and it kind of works um you know to a surprising extent uh and I think we're going to do a lot to to make it work much better and so I think what I was expressing in that was when you have a teammate that you only 90% trust uh and you give something to which luckily I do not have the experience of here because I work with great people but if you delegate something to someone and you're like I know I'm going to have to be thinking about this while you're doing it and I know it like probably is not going to be quite there and I'm going to have intervene and kind of steer it slightly. You're not that's not 90% task completion. You're still doing the thing
输出,不太对,你继续改。而 Grok Bot 我觉得把其中很多都短路掉了。当你第一眼看到第一个屏幕,你会想:哇,这明显不一样。看看它是不是真的能用,但这就是不一样。然后你给它一件事,它在令人吃惊的程度上能用。我觉得我们还会做很多,让它好用得多。所以我觉得我当时在表达的是:当你有一个你只 90% 信任的队友,你把事情交给他——幸好我在这里没有这种体验,因为我和很棒的人一起工作——但如果你把事情委托给某人,你心里想:我知道你在做的时候我还得惦记这件事,我知道它大概不会完全到位,我还得介入、稍微引导一下。那不是 90% 的任务完成。你仍然在做这件事。
Roman Ugarte
and it feels that way and it's it's weighing on you in the same way versus like truly throwing a nook pass to a colleague and being like you got this. Here's the context. Go off and run. I'm excited to see what you do. Like that's a different category. And I think that's the type of thing that people feel with Grockbot every day are these no look passes and you just trust that it can get it done and then it does and it's just a very magical experience.
感觉也是那样,它以同样的方式压在你身上。对比真正给同事一个不看人传球:你能行。这是 context。出去跑。我很兴奋想看你做什么。那是不同的类别。我觉得人们每天和 Grok Bot 感受到的就是这类不看人传球:你就是信任它能做完,然后它做完了,那是一种非常神奇的体验。
主持人
Yeah, I have had that experience consistently. Um, okay. So, another element of how you all operate that has really impressed me and I've not seen this before is how fast you all move. So, I got added to this like Slack as you as I was giving feedback with some folks and it's just like, "Okay, how about okay, tomorrow we're gonna give you some free codes to give out. You could do it tomorrow. We'll do this tomorrow." Or, uh, we're going to launch a marketplace with templates. We're going to launch this in two days. It's just like, what? I don't I don't have time for this. How do you guys with all the things going on? All these things constantly shipping and also staying consistent and high quality and feeling clear that it's towards a specific vision. So, there's kind of like two parts of this question. just what what's the secret to how fast you all have been moving and how do you stay aligned moving that fast towards a vision of that you all want they all believe in
是的,我持续有过那种体验。好。你们运转方式里另一个真正让我印象深刻、而且我以前没见过的元素,是你们动得有多快。我在给反馈时被加进了某个 Slack,里面就是:好,那明天我们给你一些免费码去发。你可以明天做。我们明天就做这个。或者,我们要上线一个带模板的 marketplace。我们两天后上线。我就想:什么?我没有时间应付这个。你们怎么在所有这些事情进行的同时做到?这些东西不断在 ship,同时还保持一致、高质量,并且感觉清楚它是朝向一个特定愿景。所以这个问题大概有两部分:你们一直动得这么快的秘密是什么;以及你们怎么在动得这么快时,仍然对齐你们都想要、都相信的那个愿景,
主持人
and where you want it to go versus just like you know bandating it along the way
以及你们想让它去的地方,而不是一路打补丁?
Roman Ugarte
yeah one thing I've been really happy has never changed is that startup feeling inside of the company and for context when I joined cursor originally we were about 15 people. We scaled to about to over a thousand. Um, and then now we're a part of of SpaceXi, which is kind of an even bigger organization. And it's something that is just so fun to be a part of when you're around this group of incredibly talented people. Everyone's moving 100 miles an hour. You trust, you deeply trust everybody to execute on their part of the equation. And there's a clear vision uh that everyone is fired up about and like and knows that that they need to execute on. Um, and you know, as companies grow, and we've had the fortune of hiring really great people from other companies that have gone through hyperrowth, things
是的,一件我非常高兴从未改变的事,是公司内部的那种 startup 感觉。作为背景,我最初加入 Cursor 时,我们大概 15 个人。我们扩到了超过一千人。然后现在我们是 SpaceXAI 的一部分,那是一个甚至更大的组织。而当你和这群极其有才华的人在一起时,成为其中一员就是如此有趣。每个人都以每小时一百英里的速度在动。你信任、深深信任每一个人去执行他们那部分。有一个清晰的愿景,每个人都为此兴奋,也知道自己需要去执行。而且你知道,随着公司变大——我们有幸从经历过超高速增长的其他公司招来了非常优秀的人——事情
Roman Ugarte
slow down, and you kind of keep telling yourself, "We're still a startup. We still move quickly, but you really don't." And everyone knows that you don't. And it's just, you know, it's easier uh to say than to actually be. And, you know, fingers crossed this this continues to be true. I think it's really critical for our success if this continues to be true. Uh but even as we scaled it has always felt like that startup that kind of I I first joined.
会变慢,你不断告诉自己:我们仍然是 startup。我们仍然动得很快。但你其实没有。每个人都知道你没有。说起来比真正做到更容易。手指交叉,希望这继续为真。如果这继续为真,我觉得对我们的成功至关重要。但即使我们规模变大了,它一直感觉像我最初加入的那个 startup。
Roman Ugarte
Um and I think if you define a startup by number of people or by like the funding round like none of those things really make any sense. The core thing that defines a startup is exactly what you're describing, which is this kind of scramble energy of things are kind of chaotic and kind of disorganized. And like for a lot of people, that's not a pleasant working environment to be in, but it has these amazing properties of you can make extreme impact in a particular direction in a short amount of time. And you really do get out of a system what you put in. And so I think as a culture, I think as an organization and the way we construct ourselves, uh, it's really been to enable that property in a way that I think some of our competitors and and other AI labs have gotten much bigger and you can feel it. Um, and I think us even as we scale there is that that startupy impulse that is is quite important to move quickly on these things.
而且我觉得如果你用人数或融资轮次来定义 startup,那些东西都没什么道理。定义 startup 的核心,正好就是你在描述的:那种赶工能量,事情有点混乱、有点无序。对很多人来说,那不是愉快的工作环境,但它有这些惊人的属性:你可以朝一个特定方向、在短时间内做出极端影响。而且你从一套系统里拿到的,真的就是你投入的。所以我觉得作为文化,作为组织,以及我们构建自己的方式,真正是为了启用那种属性。而我们的一些竞争对手和其他 AI labs 已经大得多,你能感觉到。即使我们在扩张,仍然有那种 startup 式的冲动,对在这些事情上快速行动相当重要。
主持人
Let me pull on this thread and let me ask you this big question that I've been looking forward to asking you. If you if you were to look at cursor from the outside, you it shouldn't have worked. It shouldn't have uh lasted because one, it's in the most competitive market in the world competing against the fastest growing companies in history, open AAI and Anthropic. So that's one, it's like the comp competition is unlike anything
让我抓住这条线,让我。问你这个我一直期待问你的大问题。如果从外面看 Cursor,它本不该成功。它本不该撑下来。因为第一,它处在世界上竞争最激烈的市场,对手是历史上增长最快的公司,OpenAI 和 Anthropic。所以这是第一点:竞争不像任何人
主持人
anyone's ever experienced. Two, it sits on top of those platforms to power it. And what I've seen as an outsider is what has allowed Cursor to win and have this massive exit and continue to succeed is how quickly you all adjust to the reality of the market. Started as autocomplete and then things moved on to just talking to agents and then into the cloud and now Grockbot. To me, that feels like a core part of the success is uh quickly adjusting to reality and also building the best-in-class experience for a thing that also exists other places. Grockpot's a great example. You could do this other places, but it's the best-in-class experience. Cursor the ID, the best way to code. Uh so, so that's my question. Maybe I answered it, but what do you think has been core to
曾经经历过的。第二,它坐在那些平台之上来获得动力。而我作为局外人看到的是,让 Cursor 赢下来、有这次巨大的 exit、并继续成功的,是你们有多快调整去适应市场现实。从 autocomplete 起步,然后事情转到只是和 agents 对话,然后进入cloud,现在是 Grok Bot。对我来说,那感觉是成功的核心部分:快速调整去适应现实,同时为一件别处也存在的东西做出一流体验。Grok Bot 就是很好的例子。你在别处也能做这件事,但它是一流体验。Cursor 这个 IDE,最好的 coding 方式。所以这就是我的问题。也许我已经回答了,但你觉得什么是核心,让
主持人
Curser's ability to not just survive in this crazy competitive market, but uh do so incredibly well consistently for so long?
Cursor 不仅在这个疯狂竞争的市场里活下来,而且持续如此出色、如此之久的能力?
Roman Ugarte
I mean, a lot of this, and it's a fuzzy answer, a lot of this, I think, is downstream from culture and the culture that you set and the people that you bring in and the way that they approach these problems. And I think for us, exactly as you said, we have never been complacent.
很大一部分——这是一个模糊的回答——很大一部分我觉得是文化的下游:你设定的文化,你带进来的人,以及他们处理这些问题的方式。对我们来说,正如你所说,我们从未自满。
Roman Ugarte
uh we've never felt like we've won and it's always been about the next thing and I think there's been a really deep belief across the company that AI is moving incredibly quickly. Our goal is to translate those capabilities into amazing products for customers. But those products are going to change and they need to meet the moment as the capabilities get stronger. And what met the moment two years ago is completely different than what's meeting the moment today. And if we as a company can't completely reinvent ourselves every six months, which recently it's felt even shorter than that of kind of complete like very significant reinventions of our priorities, the core product, what users feel, uh we're going to lose. And I think it's that spirit of always pushing to be on the frontier, never thinking it's over or that we've won or
我们从未觉得自己已经赢了,永远都是下一件事。我觉得全公司有一种非常深的信念:AI 动得极快。我们的目标是把那些能力翻译成给客户的出色产品。但那些产品会变,它们需要在能力变强时赶上那个时刻。两年前赶上那个时刻的东西,和今天赶上那个时刻的东西完全不同。如果我们作为公司不能每六个月彻底重塑自己——最近感觉甚至比那更短,是对我们的优先级、核心产品、用户感受到的东西做非常显著的重塑——我们就会输。我觉得正是那种永远推向前沿的精神,从不认为已经结束、或我们已经赢了、或
Roman Ugarte
that we've gotten it right. Uh, and just constantly updating our beliefs that has gotten us to where we are now. And to your point on the competitiveness of this space, I mean, one thing that I think is important to point out is AI coding has always been competitive from when cursor first first kind of came to be. And at the time the competitors were Microsoft and others and a handful of maybe 10 or 20 companies. Um and I think it's notable that none of those competitors are at the forefront of AI coding right now in large part not because of any incorrect decisions that they made or any uh lack of resources on their part but this cultural inability to move quickly and to change to meet the moment as the moment's changing. And so I think that's exactly uh what has led us to invest in things like Rockblot for example.
我们已经做对了,以及不断更新我们的信念,把我们带到了现在这个位置。至于你说的这个领域的竞争性,有一点我觉得重要指出:从 Cursor 最初出现时,AI coding 就一直是竞争激烈的。当时的竞争对手是 Microsoft 和其他公司,大概十几二十家。而且我觉得值得注意的是,那些竞争对手现在没有一个站在 AI coding 的最前沿,很大一部分不是。因为他们做了错误的决定,或他们缺少资源,而是这种文化上无法快速行动、无法在时刻正在改变时去赶上那个时刻。所以我觉得那正好就是让我们去投入 Grok Bot 这类事情的原因。
主持人
Are there any uh core values just like specific ways you phrase this to kind of remind everyone of this is how we work?
有没有?什么核心价值观,就是。你们用来提醒所有人「我们就是这样工作」的特定说法?
Roman Ugarte
Yeah, two values that I find myself coming back to quite a bit. The first one is this idea of deleting the product and I think it exactly ties back to what you're saying right now where when you look at every past iteration of cursor for example but even I think when you look at every past iteration of Grockbot I think we will feel the same thing uh is things going away not new things getting added but you know these scaffolding product overhang style things that get built in because the models have not yet gotten smart enough to just do it themselves. Those things will get moved away over time and we need to feel comfortable making kind of hard decisions that might upset a small set of users or a small set of us internally to do the bigger thing of make the product simple, make the
有。有两个价值观我发现自己经常回到。第一个是删除产品这个想法。我觉得它正好接回你现在说的:当你看 Cursor 过去的每一次迭代,甚至我觉得当你看 Grok Bot 过去的每一次迭代,我们都会有同样的感觉就是东西在消失,而不是新东西在被加上。那些脚手架式的、产品 overhang 式的东西被做进去,是因为模型还不够聪明、还不能自己去做。那些东西会随时间被拿掉。我们需要能坦然做出那种可能让一小部分用户、或内部一小部分人不高兴的艰难决定,去做更大的事:让产品简单,让产品
Roman Ugarte
product powerful and adapt to where the future is going. So I think that's been very core. And then the second thing which ties back to the kind of pace of execution um is just do the thing uh which I find myself kind of repeating a lot um even as we've kind of grown as a company is it's on you know we're all in this boat together we want to win and if you see something that you think needs to happen you know this is not an ask for permission culture you go out and you fix the thing and you pull in the resources that you need to make it happen and I think that has made many people very successful here before and I think it's something we really share with with SpaceX AI as well
强大,并适应未来正在去的地方。所以我觉得那非常核心。第二件事接回执行的节奏,就是:把那件事做了。我发现自己经常重复这句话,即使我们作为公司已经变大了:我们都在这条船上,我们想赢。如果你看到某件你认为需要发生的事,这不是一个先请示的文化。你走出去,把那件事修好,并拉来你需要的资源让它发生。我觉得这已经让这里很多人非常成功。我觉得这也是我们和 SpaceXAI 真正共享的东西。
主持人
agency as uh you may have heard um so interesting one of the big questions that comes up and and uh and this might be my final question is around moes and a lot of people look at cursor is a really interesting example of they're in a market with technically maybe no moes but they've continued to win and succeed the two modes you think about with cursor is the data feedback loop of people autocompleting, learning what they're doing and training models based on that. So that's that's unique. The other is just best-in-class experience and being like a high g daily active user product and finding over time what works and what people need. What have
agency,也许你听说过。非常有意思。一个经常出现的大问题——这也许是我最后一个问题——是关于护城河。很多人看 Cursor 是一个非常有意思的例子:他们处在一个技术上也许没有护城河的市场,却持续赢、持续成功。你想到 Cursor 的两个护城河,一个是数据反馈环:人们在 autocomplete,从他们在做的事里学习,并据此训练模型。那是独特的。另一个就是一流体验,成为一个高日活产品,并随时间发现什么有效、人们需要什么。你
主持人
you just learned and I guess any thoughts on Moes in this space that might be helpful for folks that are trying to figure this out for themselves? Yeah, there's a lot of talk about Moes and it is a pretty interesting moment in time to be starting a company. So, I can understand why so many founders are kind of asking themselves that and trying to project out 12 months from now, 24 months from now, it just feels like an eternity. I will say that I think if cursor and many other successful companies of this kind of vintage I think if they had thought about moes slash kind of tried to work backwards from some strategy diagram or like you know a maybe more abstract notion of how a company should work. I don't think that would have created this outcome or
刚刚学到了什么,以及关于这个领域里护城河的任何想法,可能会对那些试图自己搞清楚这件事的人有帮助?是的,关于护城河有很多讨论。现在是一个创办公司相当有意思的时刻。所以我能理解为什么这么多创始人在问自己这个问题,并试图向外投射 12 个月后、24 个月后,那感觉就像永恒。我会说,如果 Cursor 和这一代许多其他成功公司,当时想的是护城河,或者说试图从某张战略图、或某种更抽象的「公司该怎样运转」的观念往回推,我不认为那会创造出这个结果或。
主持人
this product. I think what really created the magic of cursor uh was an obsession with building a useful thing today and I think it was constantly this exercise of you can kind of see where the world is going three months from now six months from now models are going to get smarter a thing that isn't solvable now is finally going to be solvable and I think cursor was a little bit this recurring prompt of how could we pull that stuff to today even if it requires a little bit of of engineering on top to make it work or a lot of engineering on top to make it work. Even it requires changing the product in a specific way so that a user can interact with this new capability. How can we bring that forward and then three months from now we should delete all that stuff because it'll just be good and like basic you know common bare minimum of the product and then we'll build the thing for 3 months from then and then it was
这款产品。我觉得真正创造出 Cursor 魔力的,是对今天就做出一件有用之事的着迷。而且它不断是这种练习:你大概能看见世界三个月后、六个月后会去哪里,模型会更聪明,一件现在不可解的事终于会可解。我觉得 Cursor 有点像这个反复出现的 prompt:我们怎样能把那些东西拉到今天,即使这需要在上面做一点工程让它能用,或做很多工程让它能用。即使这需要以特定方式改变产品,好让用户能和这种新能力交互。我们怎样能把它提前,然后三个月后我们应该删掉那些东西,因为它会变成好用的、基本的、产品的最低常见配置,然后我们再去做从那时起三个月后的东西。然后就是
主持人
constantly just doing that over and over again that I think led to users really trusting us and placing you know their time inside of our product and trusting that we were kind of bringing things to this next frontier and to the next future. And so I would really encourage many founders or people starting out today to be more grounded in that perspective of how can I make something that is not possible now possible. Users are going to come to me to use that thing. I'm going to pull them to the next impossible frontier and then through all of that I'm going to gain a lot of distribution advantages. I'm going to gain data advantages. There will be value there. Uh but I think that's really the place to play.
不断一遍又一遍地做那件事,我觉得这让用户真正信任我们,把他们的时间放进我们的产品,并信任我们在把东西带到下一个前沿、带到下一个未来。所以我非常鼓励很多创始人、或今天起步的人,更扎根于那个视角:我怎样能让一件现在不可能的事变成可能。用户会来找我。来用那个东西。我会把他们拉到下一个不可能的前沿,然后通过这一切,我会获得很多分发优势。我会获得数据优势。那里会有价值。但我觉得那才真正是该去玩的地方。
Roman Ugarte
I love that answer. Essentially, like the way I'm thinking about it is just build something people are obsessed with. Don't overthink the modes piece. And if you can continue to do that, you'll find something which in cursor case ended up being a few things.
我爱这个回答。本质上,我在想的方式就是:做出人们着迷的东西。不要过度思考护城河那一块。如果你能持续那样做,你会找到某些东西,在 Cursor 的例子里最后是几件事。
主持人
And that that came up actually recently on another podcast I did. I don't know if it'll come out before after this. This idea that modes are discovered, not planned ahead of time a lot of times.
而这其实最近在我做的另一期播客里也出现了。我不知道它会在这期之前还是之后出来。这个想法是:护城河很多时候是被发现的,而不是事先计划的。
Roman Ugarte
Okay, let me actually ask you for Grockbot tips as an actual last question. Uh some people are going to be like, "Oh I got to try this thing. what all these what's all this excitement all about? Um what would be some advice for folks that are trying out let's say for people that are new to it just like here's some keys to success and maybe some power tip for someone that's already with it and just like oh wow I didn't know that.
好,让我真正问你要一些 Grok Bot 的 tips,作为实际的最后一个问题。有些人会想:哦,我得试试这个东西。所有这些兴奋到底是为了什么?对正在尝试的人,比如说对新人,会有什么建议,就是成功的关键;也许还有给已经在用的人的 power tip,让他们说哦原来我不知道。
主持人
Yeah I want to stay away from the you know super hacky pro tip stuff because I think our philosophy as a team and as a company is that those things really shouldn't exist. There shouldn't be all these crazy knobs. you should be able to delegate something to Grockbot and they should do it. Um, and so what I would encourage for someone new who's like just downloading the app, you're looking at this this screen. Um, I think the first thing is give Grockbot the context it needs to be successful. So, in a similar way as if you were onboarding someone to your team, it'd be really helpful for them to have access to, you know, Slack and your email and the company records that you use every single day. So, I'd give it access to the tools and then I would actually ask
是的,我想远离那种特别黑客式的 pro tip,因为我觉得我们作为团队、作为公司的哲学是:那些东西真的不该存在。不该有所有这些疯狂的旋钮。你应该能把某件事委托给 Grok Bot,它们就该去做。所以对一个刚下载应用、正在看这个屏幕的新人,我会鼓励的是:第一件事,给 Grok Bot 它要成功所需的 context。就像你在给团队招人一样,对他们来说,能访问 Slack、你的 email、以及你每天都在用的公司记录,会非常有帮助。所以我会给它访问这些工具,然后我实际上会问
主持人
Grockbot what it can do for you and let it kind of go through those connections that you've initially set up. In my case, it might be I give it my email, I give it Slack. And I was really surprised when I was first onboarding. This is we didn't have any onboarding screens at this time. So this was kind of the first task I gave it was go through my Slack, go through my email and suggest like five things that you can take off of my plate and what it would take for you to do that. And I suggested five and like two of them were actually really helpful and I just immediately spun off two bots to solve those two. Um, and that was my big wow moment of feeling like no other AI tool in the past could have done those two things. It was not like draft an email. it was like do a chunk of work. And so I encourage people who are brand new to do it that way. And then for people who are not brand new, um I kind of am constantly finding new patterns for ways
Grok Bot 它能为你做什么,让它去过一遍你最初接上的那些 connections。在我的例子里,也许是我给它我的 email,给它 Slack。我第一次 onboarding 时真的很吃惊。那时我们还没有任何 onboarding 屏幕。所以我给它的第一个任务大概是:过一遍我的 Slack,过一遍我的 email,建议大约五件你能从我盘子里拿走的事,以及你做那些事需要什么。它建议了五件,其中两件其实非常有帮助,我就立刻分出两个 bots 去解决那两件。那是我很大的 wow 时刻,感觉过去没有任何其他 AI 工具能做成那两件事。那不是「起草一封邮件」,那是「做一块工作」。所以我鼓励全新的人用那种方式去做。然后对不是全新的人,我不断在发现新的模式,关于我的 bots 怎样
主持人
that my bots can interact with each other and can collaborate with each other. And so I've been creating a bit more of a scaffold of kind of where these artifacts that Grockbots create should live and how it can write to a place that's very legible to me. So I have like these frequent digests that I read every day and it kind of pushes to a database and I can just read it very easily. Um, and so I would encourage power users to think about ways that Grockbot can actually write to like a a single store where you can organize a lot of its outputs much easier.
彼此交互、彼此协作。所以我一直在创建多一点的脚手架:这些 Grok Bots 产出的 artifacts 该住在哪里,以及它怎样能写到一个对我非常易读的地方。所以我有这些频繁的 digests,我每天读,它会推到一个 database,我可以非常容易地读。所以我会鼓励 power users 去想办法让Grok Bot 真正写到一个单一的 store,你可以在那里更容易地组织它的大量输出。
Roman Ugarte
Damn, we need another episode of going deep on Gro Roman's Grockpot setup which probably has way too much private sensitive information. We couldn't show it, but that's okay. That's an amazing tip. Roman, is there anything that you wanted to share or anything else you wanted to touch on before we get to our very exciting lightning round?
天哪,我们需要再来一集,深入讲 Roman 的 Grok Bot setup,那里面大概有太多私人敏感信息。我们没法展示,但没关系。这是一个惊人的 tip。Roman,在我们进入非常精彩的闪电轮之前,你还有什么想分享的,或还有什么想谈到的吗?
主持人
Nothing. Nothing else on my side.
没有。我这边没有别的了。
Roman Ugarte
We covered so much ground. That was I can't believe that was only an hour and a halfish. Uh I felt like we we've been talking for ages and covered everything I was hoping to cover. With that, we've reached our very exciting lightning round. I've got four questions for you. Are you ready?
我们覆盖了这么多。我不敢相信那大约只有一个半小时。感觉我们谈了很久,覆盖了我希望覆盖的一切。到这里,我们进入非常精彩的闪电轮。我有四个问题给你。你准备好了吗?
主持人
I am ready.
我准备好了。
Roman Ugarte
What are two or three books that you find yourself recommending most to other people?
有哪两三本书,是你发现自己最常推荐给别人的?
主持人
Yeah. So, two two books for you. One is I love Kerbonagget. Uh, so Cat's Cradle has been a fun fun recommendation that and a copy that I bought many friends before. Um, and then second is The War of Art by Steven Presfield, uh, that I find myself frequently coming back to, even if it's just a page or two at a time. Um, and I'd recommend for anybody.
好。两本书给你。一本是我爱 Kurt Vonnegut。所以《猫的摇篮》一直是一个很好玩的推荐,我以前也给很多朋友买过一本。第二本是 Steven Pressfield 的《艺术之战》,我发现自己经常回到它,哪怕一次只读一两页。我会推荐给任何人。
Roman Ugarte
War of Art. Incredible. It's like such a short book and it's like once you read it and it's not the art of war which is what people might think they're hearing. Yes.
《艺术之战》。太好了。它是一本很短的书,一旦你读了——它不是人们可能以为自己听到的《孙子兵法》。是的。
主持人
But it's the war of art. It's a play on that and it's about the uh the challenge of being creative and doing creating something new and how to overcome the resistance. Uh I love that recommendation. Uh next question. Favorite recent movie or TV show if you've had any time to watch any of these things.
而是 The War of Art。它是对那个名字的戏仿,讲的是作为创造者、去创造新东西的挑战,以及怎样克服阻力。我爱这个推荐。下一个问题。最近最喜欢的电影或剧集,如果你有时间看这些东西的话。
Roman Ugarte
Yes. um recently. So every year I do a watch of Casablanca which is one of my favorite movies and it incidentally also has a character with my last name Yugarte which is like the only example of I think a Yugarte in the media. Um so Casablanca always a great rewatch. Um, and then on the TV side, um, I sometimes sneak in an episode of Monk, the detective show, uh, which was one that I watched kind of as a kid with my family and I've come back to now that I live in San Francisco. And it's just a great moment in time snapshot of San Francisco in the late 90s, early 2000s when it was
有。最近。每年我都会重看《卡萨布兰卡》,那是我最喜欢的电影之一,而且碰巧里面有一个角色姓我的姓 Ugarte,大概是媒体里唯一一个Ugarte。所以《卡萨布兰卡》永远值得重看。然后在剧这一侧,我有时会偷偷看一集 Monk,那部侦探剧。那是我小时候和家人一起看的,现在我住在 San Francisco,又回来看了。它就是 90 年代末、2000 年代初拍摄时 San Francisco 那个时刻的很好快照,
Roman Ugarte
shot. Um, that I I really enjoy.
我非常喜欢。
主持人
First Monk reference on the podcast. Okay. uh favorite or most interesting AI product right now. You can say Rockbot if you want, but if there's anything else, you get bonus points.
这档播客上第一次提到 Monk。好。此刻最喜欢或最有意思的 AI 产品。你可以说 Grok Bot,但如果有别的,你有加分。
Roman Ugarte
Um I've always been a big AI semantic search nerd. I love any SEM search product, especially the kind of out of the ordinary ones. Um so I I was like a very early user of of Metaphor at the time, which became EXA. And I love kind of using Exa to do all of these maybe more strange queries over the internet, but I see a lot of examples of people building like semantically search over, you know, an embedded image store of the MoMA or kind of things like that. And I always have so much fun playing with those. So, anything semantic search engine over like a weird data set, I love.
我一直是一个很大的 AI semantic search 爱好者。我爱任何 semantic search 产品,尤其是那种不寻常的。所以我当时是Metaphor 当时非常早期的用户,它后来变成了 Exa。我爱用 Exa 在互联网上做所有这些也许更奇怪的查询。但我看到很多人在做的例子,比如对 MoMA 的嵌入图像库做 semantic search,诸如此类。我玩那些总是非常开心。所以任何建在奇怪数据集上的 semantic search engine,我都爱。
主持人
And Exa in particular is one you'd recommend.
而 Exa 特别是你会推荐的。
Roman Ugarte
I love Exa. Yeah.
我爱 Exa。是的。
主持人
Very cool. Okay. favorite life motto that you often come back to in work or in life.
非常酷。好。你在工作或生活里经常回到的人生座右铭?
Roman Ugarte
Not as short as a single motto. Um but I love the desiderata which I don't know if you've read but um I have it on my on my door uh and I've had it since I was a teenager and everywhere I move I kind of paste it there and it's it's a very short poem but each line I just I find myself finding something new in it every time I read it and I find it really grounding. Roman, this was amazing. Uh what a what a point in time we're here right now at this moment in time of Grockbot of AI in general. Uh it's going to be really fun to revisit this in a year and be like, "Wow, we were so right and so wrong about so much." Uh thank you so much for doing this. I know it's a very busy time on your team right now. So I really appreciate you carving out a couple hours to chat. Um is there any place you want to point people to?
没有短到一句座右铭。但我爱 Desiderata,不知道你有没有读过。我把它贴在门上,从青少年起就有,每搬一次家我都会把它贴在那里。它是一首很短的诗,但每一行我都发现自己每次读都能从中发现新的东西,我觉得它非常能让人落地。Roman,这太棒了。我们正处在 Grok Bot、处在 AI 整体的这样一个时刻。一年后再回头看这一集,会非常有趣,我们会说:哇,我们对这么多事情既对得那么对,也错得那么错。非常感谢你做这一集。我知道你们团队现在非常忙。所以我非常感谢你抽出几个小时来聊。你有没有想指向人们去的地方?
Roman Ugarte
Anything you want to plug other than check out Grockbot? Is that
除了去试试 Grok Bot,还有什么想推的吗?是那个吗?
主持人
Check out Grockbot? Of course. Um, and yeah, main thing would be please send feedback. I think we're in the very early innings of this still. I mean, we released a beta 3 weeks ago. Um, and a lot of the feedback that we've been getting from this early set of users is directly translating to what we built and how we build it. And so really appreciate um, all the input that people are giving.
去试试 Grok Bot?当然。主要的事是请发送反馈。我觉得我们仍然处在非常早期。我们三周前才发布了 beta。我们从这批早期用户拿到的很多反馈,正在直接翻译成我们做了什么、以及我们怎样去做。所以非常感谢人们给出的所有意见。
Roman Ugarte
Nice job, Roman, and team. I know there's a whole team behind all this. Uh, Roman, thank you so much for being here.
干得好,Roman,还有团队。我知道这一切背后有一整支团队。Roman,非常感谢你来到这里。
主持人
Awesome. Thanks, Lenny. Bye everyone. Thank you so much for listening. If you found this valuable, you can subscribe to the show on Apple Podcasts, Spotify, or your favorite podcast app. Also, please consider giving us a rating or leaving a review as that really helps other listeners find the podcast. You can find all past episodes or learn more about the show at lennispodcast.com. See you in the next episode.
太好了。谢谢,Lenny。大家再见。非常感谢收听。如果你觉得这有价值,可以在 Apple Podcasts、Spotify 或你喜欢的播客应用上订阅本节目。也请考虑给我们评分或留下评论,那真的能帮助其他听众找到这档播客。你可以找到所有往期,或了解更多关于本节目的信息,请访问 lennyspodcast.com。下期见。