硫酸锌的个人主页 - 老虎社区

硫酸锌

硫酸锌

干

IP属地：北京

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2019-06-11

$瑞幸咖啡(LK)$ 历史最高股价25，在短期内还可能超越吗？

2019-06-11

小米降价一千元，求分析这是利好还是利空？

$小米集团-W(01810)$ 小米MIX降价1000元，求分析这是利好还是利空？6月10日，买部“减压神器”小米MIX3，滑盖全面屏，闪降1000元！

小米降价一千元，求分析这是利好还是利空？

2019-06-17

$腾讯控股(00700)$ 200多的时候回购了好几轮，后来发生了什么大家也知道了…想想$小米集团-W(01810)$ 吧…

2019-06-19

$君实生物-B(01877)$ 套了了几个月，你给我看这个？？注意两条接收到的消息的时间间隔，是15:19和15:54。

2019-06-11

$Lumentum Holdings Inc.(LITE)$唉错过了机会不再有。

2019-06-11

$中兴通讯(00763)$ 我们领导在中心刚被制裁那会儿股价12-3元的时候卖房炒股，不知道后来坚持下来了没有。

2018-07-26

完蛋，突然发现拼多多不是港股！😨

从来没用过拼多多，也不看好，凑热闹打个新，中1股就行结果，看成了港股结果买了3手600股，怎么办会被强平吗，拼多多什么时候上市啊，不是今天吗？什么时候能交易？😭😭😭 #一起拼多多# $拼多多(PDD)$

完蛋，突然发现拼多多不是港股！😨

2021-02-24

$快手-W(01024)$猜一下吧，预测120左右可以抄底，但是要持续1年的时间低位。看看到时候能不能瞎猜猜对。[得意]

2020-06-17

什么是惊喜？不，这是惊吓。

什么是惊喜？不，这是惊吓。早上醒来发现挂单中了2000股的爱奇艺，关键是我完全忘了。 [喷血][喷血] 大佬们别嘲笑这也没多少，我直接两倍杠杆了。[捂脸][捂脸] $爱奇艺(IQ)$

什么是惊喜？不，这是惊吓。

2019-06-11

$英伟达(NVDA)$从去年底成本150买入，挂单200卖出，结果到了193开始毛衣展，活生生的跌到了135，现在终于解套了……

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href=\"https://laohu8.com/S/NVDA\">英伟达</a>的那家餐厅，你还会做出同样的选择吗？”</p><p>黄老板斩钉截铁地说“不，我不会！”。</p><p>听到黄老板出人意料的回答之后，主持人马上就绷不住了，以为黄老板又和平时一样在和大家开玩笑。</p><p>继两位电商大佬之后，又多了一位“不造芯片Jensen黄”。</p><p>但是黄老板把话讲完之后，在场的两位主持人表情一下就变了。</p><p>因为他们发现，黄老板已经开始了“走心模式”，真的在认真思考和回答这个问题。</p><p>黄老板说，“如果我当时知道创立英伟达之后遇到的困难有如此之大，要忍受如此之多的折磨和羞辱，比我们当时想象的情况难一百万倍，我觉得任何脑子正常的人，都不会决定要创立这家公司。”</p><p>“但是也许企业家身上的超能力就是，不问也不畏惧事情有多难，永远要让自己感觉：事情没有那么难。你需要欺骗你的大脑。”</p><p>这次一个多小时的访谈中，黄老板除了灌鸡汤，还聊了很多他在这30年里创立英伟达遇到的各种问题，也分享了自己的愿景。</p><p>他想让所有人明白，英伟达为什么能一路走到现在，而英伟达的未来又在哪里。</p><h2 id=\"id_2365945482\">访谈的要点</h2><p>黄老板一直把英伟达视为一个平台公司，从一开始就致力于服务开发者社区。这对公司获得长期成功非常关键。</p><p>在他看来，技术行业的公司规模不应受传统观念约束，关键在于所面临的市场机会大小。AI市场规模巨大，英伟达有机会成长为新的技术巨头。</p><p>黄老板认为，初创公司选择一个尚未出现的巨大市场机会，持之以恒地推进平台建设，在关键时刻果断下定决心All In关键领域。</p><p>而对于创业者来说，家人、朋友和投资人支持是非常重要的。不论是英伟达还是他自己，都是在这样一个复合的“支持系统”支撑之下才能坚持到现在。</p><p>而英伟达在经历过多次80%以上的股价下跌，但他和公司的大部分人仍保持乐观和毅力，是他们终于能够游进AI这片蓝海的关键。</p><p>面对未来，英伟达要成为数据中心公司，为此英伟达要研发高性能的GPU，为数据流通建立全新的网络连接。</p><h2 id=\"id_3897924820\">英伟达的至暗时刻</h2><p>黄老板把时钟拨回到1997年，英伟达已经准备好交付RIVA 128，它是当时计算历史上最大的图形芯片之一，是第一个完全3D加速的计算机图形芯片。</p><p>而当时账上还剩下大约够公司运转六个月的现金。</p><p>突然之间英伟达意识走错了路时，<a href=\"https://laohu8.com/S/MSFT\">微软</a>推出了DirectX。微软是市场的领导者，但是与英伟达的架构完全不兼容。</p><p>尽管英伟达成立时是业界第一家公司，但那时候已经有三十个竞争对手出现了，整个世界已经完全不同了。</p><p>还好当时的明智的决定拯救了这个公司。</p><p>当时英伟达决定，不与微软抗争，支持DX。他们开始使出浑身解数构建支持DX的内容。</p><p>RIVA 128是世界上第一个用于渲染3D内容的完全加速硬件加速芯片。从阴影到所有的元素都支持硬件加速。</p><p>英伟达实现了纹理缓存，将总线限制、帧缓冲区限制设置为当时物理所能承受的最大值。</p><p>他们制造当时能够想象的最强大的芯片，用了最快的内存，最好的技术，不断推进这个行业的上限。</p><p>英伟达还选择了一个远高于任何竞争对手愿意接受的最高的成本线，在DirectX中实现他们能做到的一切，并且将其构建得尽可能的宏大，没有其他产品可以比英伟达的产品更好更快。</p><p>而30年过去了，直到现在，英伟达也还在做同样的事情——制造最好的芯片。</p><p>而让英伟达一直生存和发展的最重要的原因是，找到了一个细分市场——电脑硬件发烧友市场。</p><p>黄老板认为只要产品够好，而且能找到目标人群，就肯定会有人买。</p><p>所以虽然他们一直在追求这个行业最顶尖的技术，似乎和普通人的生活没有关系，但是却一直会有用户为他们的产品买单。</p><p>就这样，不断地熬过了一个个的至暗时刻，英伟达才能发展到今天。</p><h2 id=\"id_3501762923\">关键时刻All In关键技术</h2><p>发展过程中，英伟达遇到过无数次的关键时刻，必须要赌上全部身家才能让自己活下来，幸运地是黄老板和英伟达都赌对了。</p><p>比如，很早之前，英伟达决定采用一种叫“Emulator”的技术。</p><p>它可以在芯片制造出来之前对芯片的硬件和相关的软件层面进行模拟，从而在不流片的情况下调教好驱动和一切相关的软件问题，发挥芯片的最大潜能。</p><p>开发这个技术的公司叫ICOS，因为他们开发的产品没有找到市场，最后只能倒闭了。</p><p>黄老板在那家公司关门那天打电话给他们说，嘿，你仓库里的库存我全买了。</p><p>英伟达当时需要这个技术的原因是，他能帮助英伟达在流片之前就尽可能的完成驱动的编写。</p><p>如果没有它，英伟达得先流片，再写驱动，再改bug，再流片。但是多一次流片的过程增加的成本会直接让英伟达倒闭。</p><p>所以他们买了这个技术，并且在流片之前进行了仿真模拟，然后写好了驱动，然后流片上市。</p><p>上市之前，黄老板和它的技术主管们说，我们得一次性把芯片和驱动都做好，如果做不好，我们就倒闭了，因为公司没钱再去流片了。</p><p>在这样巨大的压力之下，黄老板购买了这个“Emulator”技术之后，坚信自己能制一次性造出完美的芯片。</p><p>在流片之前，英伟达对整个芯片进行了“模拟仿真”，开发了整个软件栈，检查了所有驱动程序和所有软件，跑了所有的游戏，测试了所有的VGA应用程序。</p><p>然后，英伟达就制造出了完美的芯片，上市销售之后，公司得救了。</p><h2 id=\"id_3207228174\">如何构建公司和产品的护城河</h2><p>英伟达现在的成功不仅仅在于它的GPU算力，更重要的原因是在10年前，英伟达就已经开始投资CUDA，看好深度学习领域的潜力，建设相关生态。</p><p>而黄老板之所以会做出这样的决定，首先在于，他认为，GPU采用的并行计算方式是最好的计算方式。</p><p>而英伟达的现在的领先优势，来源于它几乎创造了整个市场，用正确的方式构建了产品，并且它使周围的整个生态系统能够帮助产品服务于终端市场。</p><p>就这样，黄老板把英伟达成功的创建成了一个平台公司。</p><p>在黄老板眼里，英伟达是一个产品的平台，同时它是一个服务的平台，还是一个技术的平台。</p><p>只要能够早下场，并且有意地帮助整个生态系统与你一起取得成功，那么你最终会拥有这个网络，以及围绕你构建的所有这些开发人员和客户。</p><p>这个网络本质上就是英伟达的护城河。</p><h2 id=\"id_3912461068\">英伟达的管理哲学</h2><p>黄老板在访谈中进一步地阐述了自己的管理哲学。</p><p>在过去的 30 年里，他读了相当多的商业管理书籍。他认为首先应该享受书籍内容，让自己受到启发，但不是完全不假思索地采纳它。</p><p>这些书的重点是分享经验。看完书后应该问，这对我的世界意味着什么？在我正在经历的背景下，这对我意味着什么？这对我和我所处的环境意味着什么？</p><p>这对我想要实现的目标意味着什么？这对英伟达的现在和英伟达的能力意味着什么？</p><p>在他看来，英伟达的架构不像军队，没有将军和上校。黄老板是这么描述英伟达的组织构架的：</p><p>我们不是那样设置的。我们没有建立一个自上而下的指挥控制和信息分发系统。</p><p>我们的构建实际上更像是一个计算堆栈。最底层是我们的架构，然后是我们的芯片，然后是我们的软件，最上面是所有这些不同的模块。这些模块的每一层都是人。</p><p>公司的架构（对我来说）是一台带有计算堆栈的计算机，由人员管理系统的不同部分。</p><p>谁向谁汇报，你的头衔与你在堆栈中的任何位置无关。</p><p>恰好是谁最擅长在该层的该功能上运行该模块，负责那个模块。那个人就是模块的领导。这是英伟达架构最关键的一个特点。</p><p>组织应该是构建产品的最适合的机器架构——这就是公司。</p><p>然而，每个人的公司看起来都一模一样，但他们都在打造不同的东西。这感觉不太合理。</p><p>炸鸡的制作方式与翻转汉堡的方式以及中式炒饭的方式是不同的。但为什么机器、流程会完全相同？</p><p>如果你看一下大多数公司的组织结构图，你会发现一切都是如此的相似，这对我来说是不明智的。</p><p>在英伟达，每个小组负责一项业务，另一个小组负责另一项业务，他们都应该是高度自治的。</p><p>传统的公司管理框架对我来说没有任何意义。</p><p>公司的构架取决于想要构建什么以及最适合构建它的公司的架构是什么？这永远是第一位的。</p><p>就信息系统以及如何实现协作而言，英伟达就像神经网络一样连接起来。</p><p>因为公司里有一句话叫做“使命就是老板(mission is the boss)”。</p><p>我们弄清楚什么是使命，然后我们就将最好的技能、最好的团队和最好的团队联系起来——实现这一使命的最佳资源。</p><p>它以一种没有任何规则的方式贯穿起整个组织，看起来有点像神经网络。</p><p>这样构建公司的缺点是领导者的压力相当大。</p><p>原因是在指挥和控制系统中，你的汇报对象比你拥有更多的权力。他们之所以比你拥有更大的权力，是因为他们比你更接近信息源。</p><p>在英伟达，信息会很快就传播给了很多不同的人。</p><p>在团队层面。例如，刚才我正在参加我们的<a href=\"https://laohu8.com/S/300024\">机器人</a>会议。我们正在讨论某些事情并做出了一些关键决定。</p><p>房间里有刚毕业的大学毕业生，有三名副总裁，两名E-职员(E staff)。在一起做出决定的那一刻，我们通过一些事实进行了推理，然后做出了决定，每个人都在同一时间听到了它。</p><p>没有人比其他人拥有更多的权力。那有意义吗？在英伟达，新的大学毕业生与其他员工完全同时学习和进步。</p><h2 id=\"id_3223230251\">英伟达的发展观</h2><p>在黄仁勋看来，英伟达未来会成为一家数据中心公司，因为数据中心会是未来计算机的新形态。他们正在为这个目标积累各种资源，包括收购各个方面的初创公司。</p><p>黄老板说：如果你想成为一家数据中心公司，构建处理芯片并不是实现这一目标的方法。数据中心与台式电脑和手机的区别不在于其中的处理器。</p><p>显然，数据中心的台式计算机使用相同的CPU、相同的GPU，至少是很接近的。</p><p>定义它们的区别的不是处理芯片，而是它的网络、它的基础设施。它是如何分布计算、如何提供安全性、如何完成网络等等。这些特征与Melanox有关，与英伟达无关。</p><p>所以我们得出的结论是，英伟达想要打造未来的计算机，而未来的计算机将是数据中心。</p><p>那么，我们需要进入网络行业。所以我们认为InfiniBand的重要性远远超出了人们的认知。</p><p>在收购Mellanox时，我们看到了他的技术和产品是训练大型语言模型所必需的，所以我们在收购该公司时非常积极。</p><p>对于未来我们还观察到，云计算始于超大规模，即采用商品组件、大量用户，并在一台计算机上虚拟化许多用户。</p><p>而人工智能实际上是关于分布式计算，其中训练工作是需要跨领域协调的，协调数百万个处理器运转。</p><p>所以AI和云计算是截然不同的逻辑。</p><p>使用现成的超大规模计算机的方式来实现AI，对于传统云业务非常好，对于搜索查询来说很好，对于所有这些事情来说都很好。但是在训练模型和分享模型能力时就不是这样了。</p><p>在思考后，我们决定，英伟达要为超级计算建立最为理想的网络。 </p><p>这两个想法的结合使我确信Mellanox绝对是正确的公司，因为他们是世界领先的高性能网络公司。</p><p>可以说，对Mellanox的收购即使不是有史以来最好的科技公司交易，也是其中之一。</p></body></html>","source":"awtmt_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>黄仁勋最新专访：时间倒流30岁，我绝对不会创办英伟达！</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ 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hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n黄仁勋最新专访：时间倒流30岁，我绝对不会创办英伟达！\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-10-22 07:25 北京时间&nbsp;&nbsp;&nbsp;<a href=https://api.jianyuweb.com/apiv1/content/articles/3700159?extract=1><strong>潘凌飞</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>黄老板在最近的一个访谈中表示，回到30岁，我不会选择创办英伟达。他还聊了很多他在这30年里创立英伟达遇到的各种问题，也分享了自己的愿景。他想让所有人明白，英伟达为什么能一路走到现在，而英伟达的未来又在哪里华裔企业家凡尔赛圈又有一位大咖加入——Jensen黄。在最近的一次公开采访中，黄老板被问到，“如果现在你回到30岁的时候，再次走进当初决定创立英伟达的那家餐厅，你还会做出同样的选择吗？”黄老板...</p>\n\n<a href=\"https://api.jianyuweb.com/apiv1/content/articles/3700159?extract=1\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/5476cbc1c83631e97aa6d4e924e0ace0","relate_stocks":{"LU0097036916.USD":"贝莱德美国增长A2 USD","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","IE00BD6J9T35.USD":"NEUBERGER BERMAN NEXT GENERATION MOBILITY \"A\" (USD) 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ACC","BK4587":"ChatGPT概念"},"source_url":"https://api.jianyuweb.com/apiv1/content/articles/3700159?extract=1","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2377272282","content_text":"黄老板在最近的一个访谈中表示，回到30岁，我不会选择创办英伟达。他还聊了很多他在这30年里创立英伟达遇到的各种问题，也分享了自己的愿景。他想让所有人明白，英伟达为什么能一路走到现在，而英伟达的未来又在哪里华裔企业家凡尔赛圈又有一位大咖加入——Jensen黄。在最近的一次公开采访中，黄老板被问到，“如果现在你回到30岁的时候，再次走进当初决定创立英伟达的那家餐厅，你还会做出同样的选择吗？”黄老板斩钉截铁地说“不，我不会！”。听到黄老板出人意料的回答之后，主持人马上就绷不住了，以为黄老板又和平时一样在和大家开玩笑。继两位电商大佬之后，又多了一位“不造芯片Jensen黄”。但是黄老板把话讲完之后，在场的两位主持人表情一下就变了。因为他们发现，黄老板已经开始了“走心模式”，真的在认真思考和回答这个问题。黄老板说，“如果我当时知道创立英伟达之后遇到的困难有如此之大，要忍受如此之多的折磨和羞辱，比我们当时想象的情况难一百万倍，我觉得任何脑子正常的人，都不会决定要创立这家公司。”“但是也许企业家身上的超能力就是，不问也不畏惧事情有多难，永远要让自己感觉：事情没有那么难。你需要欺骗你的大脑。”这次一个多小时的访谈中，黄老板除了灌鸡汤，还聊了很多他在这30年里创立英伟达遇到的各种问题，也分享了自己的愿景。他想让所有人明白，英伟达为什么能一路走到现在，而英伟达的未来又在哪里。访谈的要点黄老板一直把英伟达视为一个平台公司，从一开始就致力于服务开发者社区。这对公司获得长期成功非常关键。在他看来，技术行业的公司规模不应受传统观念约束，关键在于所面临的市场机会大小。AI市场规模巨大，英伟达有机会成长为新的技术巨头。黄老板认为，初创公司选择一个尚未出现的巨大市场机会，持之以恒地推进平台建设，在关键时刻果断下定决心All In关键领域。而对于创业者来说，家人、朋友和投资人支持是非常重要的。不论是英伟达还是他自己，都是在这样一个复合的“支持系统”支撑之下才能坚持到现在。而英伟达在经历过多次80%以上的股价下跌，但他和公司的大部分人仍保持乐观和毅力，是他们终于能够游进AI这片蓝海的关键。面对未来，英伟达要成为数据中心公司，为此英伟达要研发高性能的GPU，为数据流通建立全新的网络连接。英伟达的至暗时刻黄老板把时钟拨回到1997年，英伟达已经准备好交付RIVA 128，它是当时计算历史上最大的图形芯片之一，是第一个完全3D加速的计算机图形芯片。而当时账上还剩下大约够公司运转六个月的现金。突然之间英伟达意识走错了路时，微软推出了DirectX。微软是市场的领导者，但是与英伟达的架构完全不兼容。尽管英伟达成立时是业界第一家公司，但那时候已经有三十个竞争对手出现了，整个世界已经完全不同了。还好当时的明智的决定拯救了这个公司。当时英伟达决定，不与微软抗争，支持DX。他们开始使出浑身解数构建支持DX的内容。RIVA 128是世界上第一个用于渲染3D内容的完全加速硬件加速芯片。从阴影到所有的元素都支持硬件加速。英伟达实现了纹理缓存，将总线限制、帧缓冲区限制设置为当时物理所能承受的最大值。他们制造当时能够想象的最强大的芯片，用了最快的内存，最好的技术，不断推进这个行业的上限。英伟达还选择了一个远高于任何竞争对手愿意接受的最高的成本线，在DirectX中实现他们能做到的一切，并且将其构建得尽可能的宏大，没有其他产品可以比英伟达的产品更好更快。而30年过去了，直到现在，英伟达也还在做同样的事情——制造最好的芯片。而让英伟达一直生存和发展的最重要的原因是，找到了一个细分市场——电脑硬件发烧友市场。黄老板认为只要产品够好，而且能找到目标人群，就肯定会有人买。所以虽然他们一直在追求这个行业最顶尖的技术，似乎和普通人的生活没有关系，但是却一直会有用户为他们的产品买单。就这样，不断地熬过了一个个的至暗时刻，英伟达才能发展到今天。关键时刻All In关键技术发展过程中，英伟达遇到过无数次的关键时刻，必须要赌上全部身家才能让自己活下来，幸运地是黄老板和英伟达都赌对了。比如，很早之前，英伟达决定采用一种叫“Emulator”的技术。它可以在芯片制造出来之前对芯片的硬件和相关的软件层面进行模拟，从而在不流片的情况下调教好驱动和一切相关的软件问题，发挥芯片的最大潜能。开发这个技术的公司叫ICOS，因为他们开发的产品没有找到市场，最后只能倒闭了。黄老板在那家公司关门那天打电话给他们说，嘿，你仓库里的库存我全买了。英伟达当时需要这个技术的原因是，他能帮助英伟达在流片之前就尽可能的完成驱动的编写。如果没有它，英伟达得先流片，再写驱动，再改bug，再流片。但是多一次流片的过程增加的成本会直接让英伟达倒闭。所以他们买了这个技术，并且在流片之前进行了仿真模拟，然后写好了驱动，然后流片上市。上市之前，黄老板和它的技术主管们说，我们得一次性把芯片和驱动都做好，如果做不好，我们就倒闭了，因为公司没钱再去流片了。在这样巨大的压力之下，黄老板购买了这个“Emulator”技术之后，坚信自己能制一次性造出完美的芯片。在流片之前，英伟达对整个芯片进行了“模拟仿真”，开发了整个软件栈，检查了所有驱动程序和所有软件，跑了所有的游戏，测试了所有的VGA应用程序。然后，英伟达就制造出了完美的芯片，上市销售之后，公司得救了。如何构建公司和产品的护城河英伟达现在的成功不仅仅在于它的GPU算力，更重要的原因是在10年前，英伟达就已经开始投资CUDA，看好深度学习领域的潜力，建设相关生态。而黄老板之所以会做出这样的决定，首先在于，他认为，GPU采用的并行计算方式是最好的计算方式。而英伟达的现在的领先优势，来源于它几乎创造了整个市场，用正确的方式构建了产品，并且它使周围的整个生态系统能够帮助产品服务于终端市场。就这样，黄老板把英伟达成功的创建成了一个平台公司。在黄老板眼里，英伟达是一个产品的平台，同时它是一个服务的平台，还是一个技术的平台。只要能够早下场，并且有意地帮助整个生态系统与你一起取得成功，那么你最终会拥有这个网络，以及围绕你构建的所有这些开发人员和客户。这个网络本质上就是英伟达的护城河。英伟达的管理哲学黄老板在访谈中进一步地阐述了自己的管理哲学。在过去的 30 年里，他读了相当多的商业管理书籍。他认为首先应该享受书籍内容，让自己受到启发，但不是完全不假思索地采纳它。这些书的重点是分享经验。看完书后应该问，这对我的世界意味着什么？在我正在经历的背景下，这对我意味着什么？这对我和我所处的环境意味着什么？这对我想要实现的目标意味着什么？这对英伟达的现在和英伟达的能力意味着什么？在他看来，英伟达的架构不像军队，没有将军和上校。黄老板是这么描述英伟达的组织构架的：我们不是那样设置的。我们没有建立一个自上而下的指挥控制和信息分发系统。我们的构建实际上更像是一个计算堆栈。最底层是我们的架构，然后是我们的芯片，然后是我们的软件，最上面是所有这些不同的模块。这些模块的每一层都是人。公司的架构（对我来说）是一台带有计算堆栈的计算机，由人员管理系统的不同部分。谁向谁汇报，你的头衔与你在堆栈中的任何位置无关。恰好是谁最擅长在该层的该功能上运行该模块，负责那个模块。那个人就是模块的领导。这是英伟达架构最关键的一个特点。组织应该是构建产品的最适合的机器架构——这就是公司。然而，每个人的公司看起来都一模一样，但他们都在打造不同的东西。这感觉不太合理。炸鸡的制作方式与翻转汉堡的方式以及中式炒饭的方式是不同的。但为什么机器、流程会完全相同？如果你看一下大多数公司的组织结构图，你会发现一切都是如此的相似，这对我来说是不明智的。在英伟达，每个小组负责一项业务，另一个小组负责另一项业务，他们都应该是高度自治的。传统的公司管理框架对我来说没有任何意义。公司的构架取决于想要构建什么以及最适合构建它的公司的架构是什么？这永远是第一位的。就信息系统以及如何实现协作而言，英伟达就像神经网络一样连接起来。因为公司里有一句话叫做“使命就是老板(mission is the boss)”。我们弄清楚什么是使命，然后我们就将最好的技能、最好的团队和最好的团队联系起来——实现这一使命的最佳资源。它以一种没有任何规则的方式贯穿起整个组织，看起来有点像神经网络。这样构建公司的缺点是领导者的压力相当大。原因是在指挥和控制系统中，你的汇报对象比你拥有更多的权力。他们之所以比你拥有更大的权力，是因为他们比你更接近信息源。在英伟达，信息会很快就传播给了很多不同的人。在团队层面。例如，刚才我正在参加我们的机器人会议。我们正在讨论某些事情并做出了一些关键决定。房间里有刚毕业的大学毕业生，有三名副总裁，两名E-职员(E staff)。在一起做出决定的那一刻，我们通过一些事实进行了推理，然后做出了决定，每个人都在同一时间听到了它。没有人比其他人拥有更多的权力。那有意义吗？在英伟达，新的大学毕业生与其他员工完全同时学习和进步。英伟达的发展观在黄仁勋看来，英伟达未来会成为一家数据中心公司，因为数据中心会是未来计算机的新形态。他们正在为这个目标积累各种资源，包括收购各个方面的初创公司。黄老板说：如果你想成为一家数据中心公司，构建处理芯片并不是实现这一目标的方法。数据中心与台式电脑和手机的区别不在于其中的处理器。显然，数据中心的台式计算机使用相同的CPU、相同的GPU，至少是很接近的。定义它们的区别的不是处理芯片，而是它的网络、它的基础设施。它是如何分布计算、如何提供安全性、如何完成网络等等。这些特征与Melanox有关，与英伟达无关。所以我们得出的结论是，英伟达想要打造未来的计算机，而未来的计算机将是数据中心。那么，我们需要进入网络行业。所以我们认为InfiniBand的重要性远远超出了人们的认知。在收购Mellanox时，我们看到了他的技术和产品是训练大型语言模型所必需的，所以我们在收购该公司时非常积极。对于未来我们还观察到，云计算始于超大规模，即采用商品组件、大量用户，并在一台计算机上虚拟化许多用户。而人工智能实际上是关于分布式计算，其中训练工作是需要跨领域协调的，协调数百万个处理器运转。所以AI和云计算是截然不同的逻辑。使用现成的超大规模计算机的方式来实现AI，对于传统云业务非常好，对于搜索查询来说很好，对于所有这些事情来说都很好。但是在训练模型和分享模型能力时就不是这样了。在思考后，我们决定，英伟达要为超级计算建立最为理想的网络。 这两个想法的结合使我确信Mellanox绝对是正确的公司，因为他们是世界领先的高性能网络公司。可以说，对Mellanox的收购即使不是有史以来最好的科技公司交易，也是其中之一。","news_type":1,"symbols_score_info":{"NVDA":1}},"isVote":1,"tweetType":1,"viewCount":5246,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":619210700,"gmtCreate":1649292760009,"gmtModify":1649292760009,"author":{"id":"3461953319448341","authorId":"3461953319448341","name":"硫酸锌","avatar":"https://static.tigerbbs.com/5f8064348f835f97ea4f6d1ada068b38","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3461953319448341","authorIdStr":"3461953319448341"},"themes":[],"htmlText":"6.299美元的高性能Model 3在哪里买？[财迷]&nbsp;","listText":"6.299美元的高性能Model 3在哪里买？[财迷]&nbsp;","text":"6.299美元的高性能Model 3在哪里买？[财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/619210700","repostId":"1130653531","repostType":2,"repost":{"id":"1130653531","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1649290536,"share":"https://www.laohu8.com/m/news/1130653531?lang=zh_CN&edition=full","pubTime":"2022-04-07 08:15","market":"us","language":"zh","title":"特斯拉将部分Model 3车型价格至少上调1000美元","url":"https://stock-news.laohu8.com/highlight/detail?id=1130653531","media":"老虎资讯综合","summary":"4月7日讯，特斯拉美国官网显示，将部分Model 3车型价格至少上调1000美元。Model 3长续航版上调1500美元至5.599万美元；高性能版上调1000美元至6.299美元。","content":"<html><head></head><body><p>4月7日讯，特斯拉美国官网显示，将部分Model 3车型价格至少上调1000美元。Model 3长续航版上调1500美元至5.599万美元；高性能版上调1000美元至6.299美元。<img src=\"https://static.tigerbbs.com/3a9a5e6d4477ec5cbf2cab35927b10aa\" tg-width=\"512\" tg-height=\"346\" referrerpolicy=\"no-referrer\"/></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>特斯拉将部分Model 3车型价格至少上调1000美元</title>\n<style 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08:15","market":"us","language":"zh","title":"特斯拉将部分Model 3车型价格至少上调1000美元","url":"https://stock-news.laohu8.com/highlight/detail?id=1130653531","media":"老虎资讯综合","summary":"4月7日讯，特斯拉美国官网显示，将部分Model 3车型价格至少上调1000美元。Model 3长续航版上调1500美元至5.599万美元；高性能版上调1000美元至6.299美元。","content":"<html><head></head><body><p>4月7日讯，特斯拉美国官网显示，将部分Model 3车型价格至少上调1000美元。Model 3长续航版上调1500美元至5.599万美元；高性能版上调1000美元至6.299美元。<img src=\"https://static.tigerbbs.com/3a9a5e6d4477ec5cbf2cab35927b10aa\" tg-width=\"512\" tg-height=\"346\" referrerpolicy=\"no-referrer\"/></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>特斯拉将部分Model 3车型价格至少上调1000美元</title>\n<style 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$爱奇艺(IQ)$","listText":"什么是惊喜？不，这是惊吓。早上醒来发现挂单中了2000股的爱奇艺，关键是我完全忘了。 [喷血][喷血] 大佬们别嘲笑这也没多少，我直接两倍杠杆了。[捂脸][捂脸] $爱奇艺(IQ)$","text":"什么是惊喜？不，这是惊吓。早上醒来发现挂单中了2000股的爱奇艺，关键是我完全忘了。 [喷血][喷血] 大佬们别嘲笑这也没多少，我直接两倍杠杆了。[捂脸][捂脸] $爱奇艺(IQ)$","images":[{"img":"https://static.tigerbbs.com/12d621e3318a5490dcde8156296b1fc4"},{"img":"https://static.tigerbbs.com/9e1d539cf75773fb8afddeab972ab174"},{"img":"https://static.tigerbbs.com/8606a6f6e1ad7efef76ffd907cab5371"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/955178726","isVote":1,"tweetType":1,"viewCount":7887,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"79594177522314","authorId":"79594177522314","name":"空头终结者","avatar":"https://static.tigerbbs.com/b46c01697eabba4a7b4986af4a85e35c","crmLevel":2,"crmLevelSwitch":0,"idStr":"79594177522314","authorIdStr":"79594177522314"},"content":"今晚可以去会所了 [贱笑]","text":"今晚可以去会所了 [贱笑]","html":"今晚可以去会所了 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[贱笑]","html":"今晚可以去会所了 [贱笑]"}],"imageCount":3,"langContent":"CN","totalScore":0},{"id":905135360,"gmtCreate":1560209222150,"gmtModify":1704699671223,"author":{"id":"3461953319448341","authorId":"3461953319448341","name":"硫酸锌","avatar":"https://static.tigerbbs.com/5f8064348f835f97ea4f6d1ada068b38","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3461953319448341","authorIdStr":"3461953319448341"},"themes":[],"htmlText":"$英伟达(NVDA)$从去年底成本150买入，挂单200卖出，结果到了193开始毛衣展，活生生的跌到了135，现在终于解套了……","listText":"$英伟达(NVDA)$从去年底成本150买入，挂单200卖出，结果到了193开始毛衣展，活生生的跌到了135，现在终于解套了……","text":"$英伟达(NVDA)$从去年底成本150买入，挂单200卖出，结果到了193开始毛衣展，活生生的跌到了135，现在终于解套了……","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/905135360","isVote":1,"tweetType":1,"viewCount":2728,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}