Alex Karp KEYNOTE On Market Dominance! AIPCon 3

Summary

スピーチでは、スピーカーがアメリカの企業と政府機関がシステムに投入したよりも多くの価値を得ることを目指してきたことを強調しています。彼は、アメリカがその方法で世界をリードし、多くのトップ企業を誕生させたと述べています。しかし、消費者インターネットの発展に伴い、技術の進歩と共に人々が遅く鈍くなっていくという問題も指摘しています。彼は、自分の企業が政府顧客に提供する製品が、より多くの価値を提供し、機関をより良く機能させることを目的としていると説明しています。また、彼はアメリカの産業基盤が再想像され、企業が再構築されることで、アメリカとその国防力に大きな利点が生まれることを強調しています。最後に、彼はこの変革がアメリカと世界に与える影響が巨大であると述べ、早期採用者が遅れをとった人々よりも大きな利点を持つことを強調しています。

Takeaways

• 🎉 講演者は、ステージに立てる際に通常は管理人がいることを記念日と称しています。
• 🤝 講演者は、3回目またはそれ以上の訪問者に対して、自分が管理人から脱却したことを指摘しています。
• 🇺🇸 インタビュアーは元アメリカ政府の高官であり、それが彼の背景の一部です。
• 🚀 講演者は、Stanfordでの経験から始まった旅について話しており、それがSilicon Valleyの建設の基盤でした。
• 🌟 Silicon Valleyの成功は、政府向けの製品を開発し、それらをアメリカと世界に販売することで築かれたと述べています。
• 🔄 講演者は、アメリカのトップ50の企業の84%がアメリカ企業であるという現象を指摘しています。
• 🛠️ 講演者は、企業がソフトウェアを使い、生産や戦場での活動を向上させる方法について話しています。
• 🌐 Foundryという製品は、アメリカ政府や世界中の同盟国がより多くの価値を得ることができるように設計されました。
• 📈 講演者は、アメリカが他の国に比べて変化を求め、利他的であるという点を強調しています。
• 🌟 講演者は、アメリカの産業基盤が再想像され、企業が再構築されることで、アメリカの軍人たちにとって大きな利点になると述べています。
• 🎉 最後に、講演者は、参加者とPalantirのパートナーシップを歓迎し、新しいビジョンを共有する喜びを表現しています。

Q & A

脚本中提到的'they'指的是谁？

在脚本中，'they'可能指的是那些在硅谷建立起来的企业和创新文化。

演讲者在斯坦福学习的经历如何影响了他的职业生涯？

斯坦福的经历为演讲者提供了创新和企业精神的基础，这在他的职业生涯中发挥了重要作用。

演讲者声称他们的产品能让美国政府客户获得比支付更多的价值，这一主张的依据是什么？

依据是他们的产品旨在提高机构效率，使客户能够以较小的成本实现更大的价值。

当演讲者谈论'革命'时，他指的是哪些具体的变化？

他指的是大型语言模型的出现，以及这些模型如何改变企业和政府机构的运作方式。

演讲者提到'Foundry'产品时，该产品的主要目的是什么？

'Foundry'的主要目的是提高企业效率，增强竞争力，同时在政府和商业领域中实现更好的工作方式。

演讲者批评'PowerPoint'的原因是什么？

他批评PowerPoint因为它们往往被用于不必要的演示，而且有时候被用来羞辱人。

演讲者提到'美国和英国'时，他强调的是什么？

他强调的是这些国家的早期采用者和创新者如何在全球范围内推动变革和革命。

演讲者谈论'早期采用者'时，他强调的优势是什么？

他强调的是早期采用者能够更快地实现变革，而那些等待的人则无法追赶，因为每一天的等待都是失去追赶机会的一天。

演讲者提到'新感觉'时，他指的是哪些具体的变化？

他指的是企业文化和工作环境的变化，以及这些变化如何帮助企业更快地重建和创新。

演讲者提到'合作伙伴'时，他指的是谁？

他指的是与他的公司合作的个人和组织，他们在推动这一变革和革命中扮演了重要角色。

Outlines

00:00

🎉 创立与理念

演讲者表达了对在场的感激之情，并提到这是一个周年纪念，因为通常没有人看管他就不会让他上台。他感谢了多次回来的听众，并提到与他一起的采访者曾是美国政府的高官。演讲者回顾了与彼得在斯坦福的起点，强调了建立有效机构的重要性，这是硅谷成功的关键。他提到，硅谷的公司通过为美国政府制造有价值的产品，然后将其销售给全世界，从而实现了这一目标。然而，他也指出了后来的互联网消费模式，即消费者享受服务而服务提供商获利，这导致了消费者变得迟钝。他自豪地提到，他所在的公司和产品是基于让美国政府客户获得比他们支付的更多的价值的理念建立的。

05:03

🌟 革命与优势

演讲者讨论了大型语言模型的价值和局限性，以及它们在社会中的作用。他提到了Paler公司的工作坊，旨在展示如何通过实际行动创造价值，以及如何重新构想企业。他强调了美国在变革、学习和精英主义方面的优势，这使得美国的企业能够迅速重建。演讲者提到，这场革命是由在场的人们推动的，它将对美国和世界产生巨大影响。他还提到，早期行动者将获得巨大优势，因为他们能够更快地适应和创新，而其他人则还在怀疑这些变化的真实性。最后，他表达了对与在场的合作伙伴合作的兴奋之情。

Keywords

💡Anniversary

記念日。このスクリプトでは、スピーカーがステージに立っていることを喜んでおり、それが記念日のような特別なイベントであると表現しています。これは、彼が通常のマインダの管理なしで登壇できるという意味合いがあります。

💡Momentum

運動量、勢い。スクリプトでは、変化や進歩の勢いを指す言葉として使われており、スピーカーがその勢いを利用して、新しいアイデアや製品を推進していることが示されています。

💡Institutions

機関、制度。スクリプトでは、機関が実際に機能することを目指すことが重要であると強調されています。これは、システムに投入することが得られるものよりも少ないことを意味し、効率的なビジネスモデルを構築することに関連しています。

💡Silicon Valley

シリコンバレー。これは、アメリカのテクノロジー企業が集まる地域であり、スクリプトでは、その地域がどのように世界をリードし、アメリカの企業が成功を収めたかを説明するために使用されています。

💡Innovation

革新。スクリプトでは、革新がアメリカの企業や製品が世界で成功した理由となっていることが強調されています。革新的なアイデアや製品を作り出すことで、競争優位を確保することが重要です。

💡Value

価値。スクリプトでは、製品やサービスが提供する価値が強調されています。顧客が支払ったよりも多くの価値を得られる製品を作り出すことが、企業の成功の鍵となります。

💡Foundry

鋳造所、創造。スクリプトでは、Foundryという製品が挙げられ、それが企業や政府機関の機能向上に役立つと説明されています。これは、企業が自社のソフトウェアや生産プロセスを再想像するためのツールです。

💡Large Language Models

大規模言語モデル。スクリプトでは、大規模言語モデルが価値を創造する一方で、他の機能には向いていないと述べられています。これは、人工知能技術の発展とその応用範囲についての議論を示しています。

💡Revolution

革命。スクリプトでは、現在進行形の変化や進歩が革命と呼ばれており、それがアメリカや世界に大きな影響を与えるとされています。ここでの革命は、テクノロジーの発展やビジネスモデルの変革を指します。

💡Enterprise

企業。スクリプトでは、企業がソフトウェアをどのように利用するか、そしてそのソフトウェアが企業にどのような価値を提供するかについて説明されています。企業は、自社の生産性や競争力を向上させるために、ソフトウェアを最適化する必要があります。

Highlights

Celebrating an anniversary and the rarity of being on stage without a minder.

Journey began at Stanford with the idea of making institutions work more efficiently.

Silicon Valley's success built on creating value through efficient innovation.

Company founded on principle of providing clients with more value than cost.

First product aimed to increase civil liberties and decrease terrorism at minimal cost.

Launched product Foundry, built around enterprise and battlefield needs.

Emphasis on being an early mover in the technological revolution for advantage.

Cultural shift towards meritocracy and adaptability in America.

Potential for America's industrial base and enterprises to be reimagined and rebuilt.

America's quick adaptation as an advantage over the rest of the world.

Confusion surrounding the revolution, not associated with psychedelic drugs or long hair.

Welcome and excitement about being back in Palo Alto with a great group.

New vibe at the company, a departure from past experiences.

Gratitude for partnerships and the excitement of the ongoing revolution.

Transcripts

very happy to be here this is also an

anniversary because usually they don't

let me on stage without someone to mind

me that's the whole reason thank you for

people here for the second third time

you may notice I've escaped my minder

and the person interviewing me is used

to be a high ranking official of the US

government and uh he doesn't tell you

that and he ready to reprimand me to

some unknown place if I go offline but

um any case uh um it is momentum this

occasion for palente here um and I would

say for our journey and I would uh and

that Journey uh began not very far from

here uh I don't mean the time Peter and

me and the dorm fighting with each other

although that's where it began at

Stanford uh um and it really began with

a central set of ideas of course the

most important one of which was we've

got to make our institutions actually

work which means you put more

less into the system than you get out a

very simple idea every business in this

room works on that internally you build

something efficiently that's better than

your competition in a way where you get

a margin and that idea um was in Silicon

Valley one uh was the building block of

of how Silicon Valley was built it meant

you built things for the US government

they actually became valuable and then

you sold them to uh primarily to America

and the rest of the world and because

you had done all this high-end uh R&D

and not just done it but done it in a

way where it actually worked with the

most interesting Innovative people in

the world doing it uh you could take

those products to the world and that

that actually is what built a lot of

what made things work in this country

really well and brought our country

together and so many ways and has led to

a dominance uh in uh it's like this

weird thing where 84% of the top 50

companies in the world are American and

almost all of them that were started

here um and and then ways of doing

things ways of working together ways of

innovating that were unique and then of

course we lost that and had a wave where

basically people built Technologies

where the person they're selling it to

was to facto the host and the people

selling it were de facto parasitic uh

and you know that's what consumer

internet basically is you enjoy yourself

you enjoy yourself they make all the

money and you get slower and Dumber uh

and you enjoy it you know so it's like

I'm getting slower I'm getting dummer

and every day I enjoy it more somehow

it's like the slowness the slowness the

slowness exercise from my mind don't

need that um and uh and this company and

the product we built leaving aside the

kind of pro West thing that I'm very

proud of was built on the simple idea

that our US Government clients primarily

although we have allies from almost

every country in the world using our

product would get more value from the

product than what they were paying for

it would not only make their institution

work but it would work better so the

first product we built was built to

increase civil liberties and decrease

terrorism at a cost cost that is very

small for what we built now if you fast

forward to now uh when we launched first

we launched this product Foundry and

then we built some things in the US

government and commercially the onology

which is now becoming famous uh other

parts of our product the whole reason

these products were built years before

anyone thought of large language models

uh was that we built a culture around

well what should an Enterprise what

ought to an Enterprise want if you took

the Enterprise and reduced it to what it

ought to want to do with its software

what it ought to want to do with uh its

production if what it ought to want to

do on the battlefield meaning as uh was

mentioned it the battlefield doesn't

even work unless it's software imagined

and generated and then in the commercial

context how would you deal with a very

harsh competitive environment uh where

you know you have varying quality of

assets Supply chains being disrupted you

have to make people uh work in

manufacturing as if they're from a

different country in this country um you

have to reduce your margin you have to

reimagine your supply chains and what

would the attributes of a software

platform look like and that that's how

we came up with Foundry and the antology

and all these things it almost looks

like magic that they now exist you have

this incredible Revolution and then the

revolution is really confusing it's

confusing because some large language

models create value large language

models do certain things well they don't

do other things well you have PowerPoint

production which is a plight on our

society I was like get rid of the

PowerPoint that you know like we at

paler do things mostly for good reasons

but I not anyone else a paler also do

things to humiliate people selling

PowerPoints that's the no one at pal

here would do this but I do it and I

love it the whole reason for the boot

camp is to one show you something in

action something that is yours and that

you own that creates enormous value for

you more value for you than what you're

paying us and shows you how you can

reimagine your Enterprise by the way

it's an enormous advantage in this

country because people are maximally

willing to change learn be meritocratic

compared to any other country in the

world and so it gives an a disadvantage

to America it it ADV is a disadvantage

to the rest of the world is a massive

advantage to America in IND industrial

base in America can be reimagined

Enterprises can be rebuilt the rest of

the world is not moving this quick for

lots of reasons you could go into it's a

massive Advantage for our Warf Fighters

people protecting us because they can

remage it and I have to admit it's very

humiliating to people selling

Powerpoints and steak dinners which I

love and I think by the way when we

people you guys are also tired of you

can get a steak dinner yourself when you

you don't need the steak dinner you all

can buy it yourself how about your

Enterprise reimagined and no Stak dinner

that's what paler is offering and I find

it super gratifying that we paler and

you our partners uh many of whom I've

I've met here or will meet are playing

an enormous role in uh a crazy and

interesting Revolution much bigger you

the other thing the reason why people

don't realize the revolution is people

assume A revolution is associated with

long off-colored hair and psychedelic

drugs and some people here have that but

it's not like actually this revolution

is being driven by people in this room

and it is going to have an enormous

impact on America on the rest of the

world and at the other thing about this

that's really cool is mostly since a lot

of these things people talk about

weren't really true you could wait but

what really is happening here is the

early movers are going to move much

quicker and much faster and those by the

way we have a whole bunch of people in

London who are here so this is like

America England all these places

galvanizing but the early movers are

going to have a enormous advantage over

the people that wait precisely because

the the incremental value is not

incremental and it's like if the every

day you wait is a day where you can't

catch up that's the advantage of Silicon

Valley over the rest of the in America

over the rest of the world that's the

advantage of pent here given that we

built these things and quite frankly

that's the advantage of everyone sitting

in this room that you can actually begin

to reimagine rebuild your Enterprise in

hours while somebody else around the

world is hearing from somebody who's

telling them this stuff isn't real and

with that like to welcome you it's

tremendously exciting for me it's like a

a real high point to be back uh in po

Alo with such a tremendous group of

people uh and my paler and Co colleagues

we have a really good vibe on our end uh

you know it's and most people at paler

didn't get to do a lot of winning in

high school so it's kind

of kind of nice kind of nice it's a it's

a new Vibe it's a new Vibe it's a it's a

new Vibe yeah so any case with that very

very welcome very happy you're here and

uh yeah glad to be partnered with you

bye