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a16z· @a16z · X·· 11 天前AI 评分53
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a16z 发布对 Amazon CEO Andy Jassy 的访谈,他称 AI 模型发现的漏洞远多于人类,企业将不得不重写几乎所有代码使其具备智能体调用能力。他认为当前对模型的担忧多集中于科幻式场景,而更紧迫的风险是网络安全,漏洞修复和部署未来需以分钟计完成。

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AI models are finding far more vulnerabilities than humans ever did. Amazon CEO Andy Jassy says that means "companies will have to rewrite almost all of their code to be agentically capable."

"If you look at all of the nervousness of the last month or two about models, they are focused on the more fantastical scenarios... I don't think that there is enough discussion about the more immediate-term risks, which are really around cybersecurity."

"These models find so many more vulnerabilities than you did before, that humans weren't finding."

"Today, you find vulnerabilities, people classify the vulnerabilities, people develop patches. And then even if you do that part quick, most companies take a long time to deploy because there are all these dependencies. You're gonna have to deploy in minutes."

"If you don't actually have your applications rewritten to be able to be updated by agents, you're gonna have no chance in that new world."

@ajassy

引用a16z@a16z
Five years into his run as CEO, Andy Jassy has nearly tripled the size of AWS, grown Amazon's revenue by about 80%, and expects to spend $220 billion this year to win AI. Amazon's AI business hit a $25 billion run rate in three years, growing several hundred times faster than early AWS. Jassy joins a16z's Ben Horowitz and Erik Torenberg to discuss the decisions behind that run, from rebuilding Amazon's fulfillment network after the pandemic to the AWS origin story. They also cover why data centers became a political fight, Amazon's custom chips, its stakes in Anthropic and OpenAI, why inference needs to get 10x cheaper, AI's most underrated risk, and why every company will have to reinvent its products from scratch, plus Jassy's advice for anyone who's 18 today. 0:47 How Amazon has changed since 2021 1:51 How the pandemic reshaped retail 3:30 Why AI supercharged AWS's growth 5:20 When leadership principles clash 9:36 $60M vs. $25B: early AWS vs. early AI 13:20 How the AI CapEx cash cycle works 15:44 Why the US must build data centers 20:55 The labs-to-enterprise AI barbell 23:12 Demand vs. longtime AWS customers 28:11 Annapurna, Graviton, and Trainium 33:55 Backing Anthropic and OpenAI 37:15 Why AI means smaller teams 42:13 AI's underrated risk: security 46:29 Why Amazon rewired Alexa's brain 53:07 What Jassy tells his kids about AI 56:36 Betting on AI, robotics, and space YouTube: https://youtu.be/-YMMRQ1qscI @ajassy @Amazon @bhorowitz @eriktorenberg
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来源:a16z · x.com