Steam, Steel, and Infinite Minds
蒸汽、钢铁与无限心智
这篇博客里我最喜欢的配图,非常幽默的诠释了新科技和时代发展的交织。
Every era is shaped by its miracle material. Steel forged the Gilded Age. Semiconductors switched on the Digital Age. Now AI has arrived as infinite minds. If history teaches us anything, those who master the material define the era.
每一个时代都由其"奇迹材料"所塑造。钢铁铸就了镀金时代。半导体开启了数字时代。而现在,AI以"无限心智"的姿态降临。如果历史教会了我们什么,那就是掌握核心材料的人终将定义这个时代。
In the 1850s, Andrew Carnegie ran through muddy Pittsburgh streets as a telegraph boy. Six in ten Americans were farmers. Within two generations, Carnegie and his peers forged the modern world. Horses gave way to railroads, candlelight to electricity, iron to steel.
十九世纪五十年代,安德鲁·卡内基还是匹兹堡泥泞街道上的电报员。当时六成美国人是农民。但在短短两代人之内,卡内基和他的同辈们铸造了现代世界:铁路取代了马车,电灯替代了烛火,钢铁革新了生铁。
Since then, work shifted from factories to offices. Today I run a software company in San Francisco, building tools for millions of knowledge workers. In this industry town, everyone is talking about AGI, but most of the two billion desk workers have yet to feel it. What will knowledge work look like soon? What happens when the org chart absorbs minds that never sleep?
从那以后,工作重心从工厂转移到了办公室。今天我在旧金山经营一家软件公司,为数百万知识工作者构建工具。在这座科技重镇,每个人都在谈论通用人工智能(AGI),但全球二十亿案头工作者中的大多数尚未真正感受到它的影响。知识工作在不久的将来会变成什么样?当组织架构融入永不休眠的心智时,又将发生什么?
This future is often difficult to predict because it always disguises itself as the past. Early phone calls were concise like telegrams. Early movies looked like filmed plays. (This is what Marshall McLuhan called "driving to the future via the rearview window.")
未来往往难以预测,因为它总是伪装成过去的样子。早期的电话通话如电报般简练。早期的电影看起来像被拍摄下来的舞台剧。(这正是马歇尔·麦克卢汉所说的"透过后视镜驶向未来"。)
Today, we see this as AI chatbots which mimic Google search boxes. We're now deep in that uncomfortable transition phase which happens with every new technology shift.
当下,我们看到AI聊天机器人模仿着Google搜索框。我们正深陷于每次新技术更迭时必经的那个令人不安的过渡期。
I don't have all the answers on what comes next. But I like to play with a few historical metaphors to think about how AI can work at different scales, from individuals to organizations to whole economies.
对于接下来会发生什么,我并没有所有的答案。但我喜欢运用一些历史隐喻来思考AI如何在不同规模上发挥作用,从个人到组织,再到整个经济体。
Individuals: from bicycles to cars
个体层面:从自行车到汽车
The first glimpses can be found with the high priests of knowledge work: programmers.
变革的最初迹象显现于知识工作的"祭司阶层":程序员群体。
My co-founder Simon was what we call a 10× programmer, but he rarely writes code these days. Walk by his desk and you'll see him orchestrating three or four AI coding agents at once, and they don't just type faster, they think, which together makes him a 30-40× engineer. He queues tasks before lunch or bed, letting them work while he's away. He's become a manager of infinite minds.
我的合伙人Simon曾是我们所说的"10倍效率程序员",但如今他却鲜少亲自写代码了。经过他的工位,你会看见他同时指挥着三四个AI编程智能体。这些智能体不仅输入更快,它们更具备思考能力,这使他成为了"30-40倍效率工程师"。他能在午休或就寝前布置任务,让智能体在他离开时持续工作。他已成为无限心智的管理者。
In the 1980s, Steve Jobs called personal computers "bicycles for the mind." A decade later, we paved the "information superhighway" that is the internet. But today, most knowledge work is still human-powered. It's like we've been pedaling bicycles on the autobahn.
二十世纪八十年代,史蒂夫·乔布斯称个人电脑为"思想的自行车"。十年后,我们铺就了互联网这条"信息高速公路"。然而如今,大多数知识工作仍依赖人力驱动。这就像我们在高速公路上骑自行车。
With AI agents, someone like Simon has graduated from riding a bicycle to driving a car.
有了AI智能体,像Simon这样的人已完成从骑自行车到驾驶汽车的升级。
When will other types of knowledge workers get cars? Two problems must be solved.
其他类型的知识工作者何时能开上汽车?必须解决两个难题。
First, context fragmentation. For coding, tools and context tend to live in one place: the IDE, the repo, the terminal. But general knowledge work is scattered across dozens of tools. Imagine an AI agent trying to draft a product brief: it needs to pull from Slack threads, a strategy doc, last quarter's metrics in a dashboard, and institutional memory that lives only in someone's head. Today, humans are the glue, stitching all that together with copy-paste and switching between browser tabs. Until that context is consolidated, agents will stay stuck in narrow use-cases.
首先是上下文碎片化。对于编程而言,工具和上下文往往集中在一处:IDE、代码库、终端。但通用知识工作分散于数十种工具中。设想一个AI智能体试图起草一份产品简报:它需要从Slack讨论串、战略文档、上季度数据面板中的指标,以及仅存于某人脑海中的组织记忆中提取信息。今天,人类仍是粘合剂,通过复制粘贴和在浏览器标签页之间切换来拼合所有信息。除非这些上下文被整合,否则智能体将受困于狭窄的应用场景。
The second missing ingredient is verifiability. Code has a magical property: you can verify it with tests and errors. Model makers use this to train AI to get better at coding (e.g. reinforcement learning). But how do you verify if a project is managed well, or if a strategy memo is any good? We haven't yet found ways to improve models for general knowledge work. So humans still need to be in the loop to supervise, guide, and show what good looks like.
第二个缺失的要素是可验证性。代码具有一种神奇的属性:你可以通过测试和报错来验证它。模型开发者利用这一点来训练AI更擅长编程(例如强化学习)。但是,你如何验证一个项目是否管理得当,或者一份战略备忘录是否优秀?我们尚未找到改进通用知识工作模型的方法。因此,人类仍需"在回路中"进行监督、指导,并展示什么是好的标准。
Programming agents this year taught us that having a "human-in-the-loop" isn't always desirable. It's like having someone personally inspect every bolt on a factory line, or walk in front of a car to clear the road (see: the Red Flag Act of 1865). We want humans to supervise the loops from a leveraged point, not be in them. Once context is consolidated and work is verifiable, billions of workers will go from pedaling to driving, and then from driving to self-driving.
今年编程智能体的实践教会我们,"人在回路"并非总是理想的。这如同安排专人检查生产线上的每一个螺丝,或要求红旗手走在汽车前开道。我们希望人类从杠杆支点进行监督,而不是身陷回路之中。一旦上下文实现整合且工作可被验证,数十亿工作者将从蹬自行车升级为驾驶汽车,最终迈向自动驾驶。
Organizations: steel and steam
组织层面:钢铁与蒸汽
Companies are a recent invention. They degrade as they scale and reach their limit.
公司是近代的发明。随着规模扩大,它们会效能衰减并触及极限。
A few hundred years ago, most companies were workshops of a dozen people. Now we have multinationals with hundreds of thousands. The communication infrastructure (human brains connected by meetings and messages) buckles under exponential load. We try to solve this with hierarchy, process, and documentation. But we've been solving an industrial-scale problem with human-scale tools, like building a skyscraper with wood.
几百年前,大多数公司只是十几人的作坊。如今我们拥有雇员数十万的跨国企业。沟通基础设施(通过会议和信息连接的人类大脑)在指数级的负荷下不堪重负。我们试图用层级、流程和文档来解决这一困局。但我们一直是在用人力尺度的工具解决工业级的问题,犹如用木材建造摩天大楼。
Two historical metaphors show how future organizations can look differently with new miracle materials.
两个历史隐喻揭示了新奇迹材料将如何重塑未来的组织。
The first is steel. Before steel, buildings in the 19th century had a limit of six or seven floors. Iron was strong but brittle and heavy; add more floors, and the structure collapsed under its own weight. Steel changed everything. It's strong yet malleable. Frames could be lighter, walls thinner, and suddenly buildings could rise dozens of stories. New kinds of buildings became possible.
首先是钢铁。在钢材出现之前,19世纪的建筑最多只能建六七层。铁虽然坚固,但易碎且沉重;楼层再多,结构就会因自身重量而坍塌。钢材改变了一切。它既坚固又有韧性。框架可以更轻,墙壁可以更薄,突然间,建筑物可以建几十层。新型建筑成为可能。
AI is steel for organizations. It has the potential to maintain context across workflows and surface decisions when needed without the noise. Human communication no longer has to be the load-bearing wall. The weekly two-hour alignment meeting becomes a five-minute async review. The executive decision that required three levels of approval might soon happen in minutes. Companies can scale, truly scale, without the degradation we've accepted as inevitable.
AI正是组织的钢铁。它有潜力在工作流中维持上下文感知,并在需要时精准触发决策而无信息过载。人类沟通不必再充当承重墙。每周两小时的对齐会议可以变成五分钟的异步复盘。原本需要三级审批的高管决策可能很快就能在几分钟内完成。公司将实现规模化,真正的规模化,而无需承受我们曾视为不可避免的效能衰减。
The second story is about the steam engine. At the beginning of the Industrial Revolution, early textile factories sat next to rivers and streams and were powered by waterwheels. When the steam engine arrived, factory owners initially swapped waterwheels for steam engines and kept everything else the same. Productivity gains were modest.
第二个故事关于蒸汽机。工业革命初期,早期的纺织厂依河流溪水而建,靠水轮驱动。当蒸汽机出现后,厂主最初仅仅是将水轮替换为蒸汽机,其他一切照旧。生产力的提升十分有限。
The real breakthrough came when factory owners realized they could decouple from water entirely. They built larger mills closer to workers, ports, and raw materials. And they redesigned their factories around steam engines (Later, when electricity came online, owners further decentralized away from a central power shaft and placed smaller engines around the factory for different machines.) Productivity exploded, and the Second Industrial Revolution really took off.
真正的突破发生在厂主意识到他们可以完全摆脱水力约束之时。他们在更靠近工人、港口和原料的地方建立了更大的工厂。并且,他们围绕蒸汽机重新设计了工厂(后来,当电力普及,厂主们进一步从中央动力轴分散开,在工厂各处为不同机器安装更小的引擎)。生产力随之爆发,第二次工业革命真正腾飞。
We're still in the "swap out the waterwheel" phase. AI chatbots bolted onto existing tools. We haven't reimagined what organizations look like when the old constraints dissolve and your company can run on infinite minds that work while you sleep.
我们仍处于"替换水轮"阶段。将AI聊天机器人简单嫁接到现有工具上。当旧有的限制瓦解,当你的公司可以依靠永不休眠的无限心智驱动时,我们尚未重新构想组织会是什么样子。
At my company Notion, we have been experimenting. Alongside our 1,000 employees, more than 700 agents now handle repetitive work. They take meeting notes and answer questions to synthesize tribal knowledge. They field IT requests and log customer feedback. They help new hires onboard with employee benefits. They write weekly status reports so people don't have to copy-paste. And this is just baby steps. The real gains are limited only by our imagination and inertia.
在我所在的公司Notion,我们一直在进行实验。除了1000名员工外,现在有700多名智能体负责处理重复性工作。它们记录会议纪要并回答问题以整合组织知识。它们处理IT请求并记录客户反馈。它们帮助新员工了解员工福利。它们撰写每周状态报告,这样人们就不必复制粘贴。而这仅仅是起步阶段。真正的收益仅受限于我们的想象力和惯性。
Economies: from Florence to megacities
经济层面:从佛罗伦萨到超级都市
Steel and steam didn't just change buildings and factories. They changed cities.
钢铁与蒸汽不仅改变了建筑与工厂。它们改变了城市。
Until a few hundred years ago, cities were human-scaled. You could walk across Florence in forty minutes. The rhythm of life was set by how far a person could walk, how loud a voice could carry.
直到几百年前,城市还是以人为尺度的。你可以在四十分钟内走过佛罗伦萨。生活的节奏取决于一个人能走多远,声音能传得多响亮。
Then steel frames made skyscrapers possible. Steam engines powered railways that connected city centers to hinterlands. Elevators, subways, highways followed. Cities exploded in scale and density. Tokyo. Chongqing. Dallas.
后来钢结构框架使摩天大楼成为可能。蒸汽机为连接市中心与内陆的铁路提供动力。电梯、地铁、高速公路接踵而至。城市在规模和密度上爆发式增长。东京。重庆。达拉斯。
These aren't just bigger versions of Florence. They're different ways of living. Megacities are disorienting, anonymous, harder to navigate. That illegibility is the price of scale. But they also offer more opportunity, more freedom. More people doing more things in more combinations than a human-scaled Renaissance city could support.
这些不仅仅是佛罗伦萨的放大版。它们是截然不同的生存方式。超级都市令人迷失、充满匿名性、难以导航。这种"不可读性"是规模的代价。但它们也提供了更多机遇与自由:更多的人、以更多的方式、在更多的组合里做更多的事;这种密度和复杂度,是那个以步行为尺度的文艺复兴城市无法承载的。
I think the knowledge economy is about to undergo the same transformation.
我认为知识经济即将经历同样的转变。
Today, knowledge work represents nearly half of America's GDP. Most of it still operates at human scale: teams of dozens, workflows paced by meetings and email, organizations that buckle past a few hundred people. We've built Florences with stone and wood.
今天,知识工作占美国GDP的近一半。其中大部分仍以人类尺度运转:几十人的团队、由会议和邮件决定节奏的工作流、组织一旦超过几百人就开始"拧巴"。我们一直在用石头和木头建造佛罗伦萨。
When AI agents come online at scale, we'll be building Tokyos. Organizations that span thousands of agents and humans. Workflows that run continuously, across time zones, without waiting for someone to wake up. Decisions synthesized with just the right amount of human in the loop.
当AI智能体大规模上线,我们将开始建造"东京":由成千上万的智能体与人类共同组成的组织;工作流跨时区持续运转,不必等谁醒来;决策也不再层层拉齐,而是由系统综合出结果,再让人类在最关键处介入——介入得"刚刚好"。
It will feel different. Faster, more leveraged, but also more disorienting at first. The rhythms of the weekly meeting, the quarterly planning cycle, and the annual review may stop making sense. New rhythms emerge. We lose some legibility. We gain scale and speed.
这会带来不同的感受。更快、更有杠杆效应,但起初也会更令人眩晕。每周例会、季度规划、年度评审这些旧节奏,可能逐渐失效;新的节奏会自然长出来。我们会牺牲一些可读性,换来规模和速度。
Beyond the waterwheels
超越水车
Every miracle material required people to stop seeing the world via the rearview mirror and start imagining the new one. Carnegie looked at steel and saw city skylines. Lancashire mill owners looked at steam engines and saw factory floors free from rivers.
每一种奇迹材料都要求人们停止透过后视镜看世界,转而开始想象一个全新的未来。卡内基从钢铁中看到了城市天际线。兰开夏郡的工厂主从蒸汽机中看到了摆脱河流束缚的工厂车间。
We are still in the waterwheel phase of AI, bolting chatbots onto workflows designed for humans. We need to stop asking AI to be merely our copilots. We need to imagine what knowledge work could look like when human organizations are reinforced with steel, when busywork is delegated to minds that never sleep.
我们仍处于AI的"水车阶段",把聊天机器人拧进为人类设计的流程里,让它充当副驾驶。真正需要发生的,是更激进的想象:当组织被"钢铁"加固,当琐碎工作交给永不休眠的思维,知识工作会变成怎样?
Steel. Steam. Infinite minds. The next skyline is there, waiting for us to build it.
钢铁、蒸汽、无限心智。下一道天际线已经在那里,等待我们去建造。