Tag
Modal CEO Erik Bernhardsson 在播客中讨论算力市场仍高度非标准化、NeoCloud 与 NeoLab 的商业模式风险、推理市场走向商品化，以及 GPU 价格未来 12 个月可能因大买家持续囤积而上涨。
The author shares personal insights on the relationship between AI and infrastructure, arguing that while AI amplifies execution capabilities, it cannot replace human judgment on complex trade-offs and organizational issues. The author illustrates this with their own experience developing the cocoon/sandbox project using models like Fable 5.
A developer argues that future AI-native teams will value people with experience in design systems, infrastructure, and maintaining complex codebases, who can leverage AI effectively.