YC Leader Strongly Supports AI's High-Investment Strategy
Businessinsider
1h ago
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Garry Tan states that entrepreneurs should increase their token investment in AI intelligents to gain stronger capabilities at an earlier stage, but this view is colliding with the increasingly emphasized cost-effectiveness trend in Silicon Valley.
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Y Combinator 首席执行官 Garry Tan 认为,创业公司在使用 AI 智能体时,不应过早把重点放在压低 token 成本上。相反,他主张创始人在早期阶段可以更激进地投入算力和 token,用更高成本换取更强的模型能力与更快的试错速度。

主张先把能力开到上限

Tan 在 A16z 最新一期播客中表示,创始人需要允许自己大量消耗 token。在他看来,把 AI 智能体的调用强度拉高,相当于提前使用未来几年才会更普及的能力。

他给出的判断是,这种做法虽然昂贵,但对 CEO 或创始人来说可能是划算的。按他的说法,若把智能体“开满”,一年成本可能达到 5 万至 10 万美元。

重点不只是花钱

Tan 并不只是鼓励更高支出。他强调,关键在于把实验结果沉淀成可重复流程。一旦智能体成功完成某项任务,团队就应把过程整理成标准化指令,让系统后续自动重复执行。

他把这类说明文件视为一种可复用的数字化劳动力。换句话说,创业团队前期用更高 token 成本换来的,不只是单次产出,而是后续可以持续调用的工作流程。

  • Tan 提到的高强度使用成本:每年约 5 万至 10 万美元
  • 目标人群:CEO、创始人及高频试错团队
  • 核心方法:先高投入实验,再把流程写成可复用指令

硅谷对 tokenmaxxing 看法分化

Tan 是少数公开支持“tokenmaxxing”的科技行业人士之一。所谓 tokenmaxxing,指的是在使用 AI 智能体时,主动允许系统消耗更多 token,而不是优先压缩调用量和成本。

但这一思路正面临更多质疑。上周,Uber 技术负责人 Praveen Neppalli Naga 表示,公司观察到的 AI 成本数据说明,所谓 tokenmaxxing 时代可能正在结束。下一阶段的竞争重点,不是谁花掉更多 token,而是谁能更高效地使用这些资源。

AI 编程公司 Cognition 首席执行官 Scott Wu 也在今年 6 月的一档播客中表达了类似看法。他认为,一些公司在鼓励 tokenmaxxing 时已经偏离重点,衡量团队表现不应看 token 消耗多少,而应看最终产出多少。

整体来看,这场分歧反映出 AI 应用进入更细化阶段后,行业正在能力优先和效率优先之间重新寻找平衡。对于创业公司而言,是否愿意先承担更高成本,换取更快的产品迭代和流程沉淀,正成为新的经营选择。

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