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如今,很多企业借助人工智能,轻松实现数千万美元的盈利规模。
A lot of businesses can really scale to tens of millions of dollars today profitably with AI.
这位是Higgsfield的创始人亚历克斯,他的AI公司仅用九个月就实现了两亿美元的年经常性收入,比Slack和Zoom还快。
This is Alex, founder of Higgsfield, an AI company that hit a 200,000,000 annual recurring revenue in just nine months, faster than Slack or Zoom.
他跟我讲的关于现在创业的事,简直让我大开眼界,你也可以复制他的方法。
And what he told me about starting a business today completely blew my mind, and you can copy his strategy too.
要专注于在产品开发的第30天前赚到第一笔钱,到第90天争取做到一百万美元的年经常性收入。
Focus on bringing, like, the first dollar by day 30 of product development and maybe 1,000,000 ARR by day 90.
这数量可真不小。
That's a lot.
我觉得这简直就是下一场工业革命。
I just think it's the next industrial revolution.
它的影响力可能甚至超过互联网。
It's probably more powerful than the Internet.
对许多年轻人来说,人工智能成了社会跃升的阶梯。
For many, many young people, AI becomes social elevator.
对那些还感到害怕的人来说,这变化也太快了。
For someone who still has fear, like, this is moving so fast.
我真的不知道该怎么开始。
I don't know how I can start.
你能给他们一条建议吗?
Can you give them one piece of advice?
首先,我会从
First, I would start from
今天我请到了一位非常出色的嘉宾。
I have an amazing guest today.
能向你学习,我真的很兴奋。
I am so excited to learn from you.
咱们直接来点实际的吧。
Let's get very practical right away.
你打造了 Higgsfield,九个月内就做到了两亿美元的收入。
You built Higgsfield and achieved $200,000,000 in revenue in nine months.
假设一下,我希望这种情况不会发生,但假如明天你必须从零开始,只有90天时间推出一个创业点子,你会怎么做?
Let's imagine ever I don't want this to happen, but let's imagine a scenario when you have to start from scratch tomorrow and you have ninety days to launch a business idea.
根据你在Higgsfield的经验,你会怎么安排?
From what you've learned with your experience at Higgsfield, what would you do?
我觉得第一步可能是组建一个两人团队,其中一人是实干型的,能在24小时内把想法变成产品。
I think it all starts with maybe a team of two, someone who is builder, who can go within twenty four hours from idea to a product.
现在这一切都变得可能了。
And now it's all becomes possible.
现在有太多现成的数据库了。
There are so many databases.
支付系统、工具这么多,做MVP变得简单多了。
There are so many payment systems and so on, which simplify creation of MVP.
然后还需要一个懂市场的人,这种人天生有同理心,清楚自己的目标用户是谁,能想出新颖的内容形式,在社交媒体上打动目标受众。
And then someone, as I call it, go to market person who has this natural empathy maybe or understanding of them sort of target distribution whom they're selling to and who can come up with interesting kind of new content formats, which can resonate with the target audience on social media.
我觉得这种能力,跟过去几十年的营销岗位完全不一样。
And I think this is a very different skill set from the, like, marketing roles of the previous decades.
那他们需要准备好迭代多少次?
And how many times should they be ready to iterate?
要试多少个点子?
How many ideas?
比如去年,我们每天都在迭代。
For example, for us last year, we were iterating every day.
一周干六天。
So it was six days a week.
每天都会发布新版本,就是为了找到那些高频、真正对目标用户重要的使用场景和工作流程。
And every day, we were putting new product release as we were trying to find workflows and use cases which have high frequency and which matter for our target audience.
等技术成熟了,关键是要设计出一个既简单又足够可配置的工作流程。
And then once the technology gets there, it's important to develop sort of the workflow, which is easy enough but gives enough configuration as well.
至于完美的界面到底该什么样,说实话,到现在还没人能解决。
This dilemma of the perfect interface is still not solved, frankly.
这也是我们坚持每天迭代的另一个原因。
So this is another reason why we embrace daily iteration.
而且不仅如此,每个月整个行业都会重新洗牌。
And on top of all of that, every month, the whole industry resets.
他们在技术能力上不断突破极限。
They completely push the boundaries in terms of the capabilities.
大概有五个顶尖的研究实验室,每个实验室每季度都会推出重大更新。
There are probably, let's say, five leading research labs, and each lab is pushing massive updates every quarter.
所以有些月份,我们甚至会遇到两次重大更新。
So at some months, we have even two major updates.
而这通常要求我们彻底重构整个产品,以适配这些新模型。
And it typically requires to substantially rebuild the whole product around those models.
所以现在是个令人兴奋的时期,像我们Higgsfield这样的产品团队,正努力不断优化产品,让客户能充分感受到这些模型的最大潜力。
So it's exciting time today because product builders like ourselves at Higgsfield, we just try to evolve the product so that it highlights the best possibilities of these models to our customers.
但这是一场永不停歇的赛跑。
But that's a constant race.
对。
Yeah.
听起来这真是一场特别艰难的赛跑。
It sounds like a very challenging race.
我记得你提到过,去年对你来说是最难的一年,那时候很多事情都不顺。
And I think you mentioned that last year was one of the hardest for you when a lot of things were not working.
能跟我聊聊当时哪一件事是真正奏效的吗?
Can you talk to me about that one thing that actually worked?
2024年,我们一开始专注移动应用,但效果不好,因为移动应用的用户留存率本来就不高。
In 2024, we really started from the mobile apps and things were not working well because retention for mobile apps is relatively low.
直到我们开始不断优化创意内容,Higgsfield的情况才彻底扭转,我们只是问了一个很简单的问题。
Things drastically changed for Higgsfield when we started to constantly iterate with creatives, and we just asked them very simple question.
比如,你看过这个视频吗?
Like, did you see this video?
那是一个AI生成的视频,他们说:‘啊,没有。’
This was a cool AI generated video, and they said, oh, no.
这怎么可能?
How is this possible?
这视频花了多少钱?
What's the cost?
我们告诉他们,其实拍这个视频成本不到五百美元。
And we say, it actually cost maybe less than $500 to make this video.
然后我们问,你们试过这些模型吗?
And then we ask, did you actually try these models?
你对AI的使用体验怎么样?
What's your experience with AI?
到那时候,人人都已经用过AI了。
And, obviously, everyone tried AI by then.
甚至到二月,大家都试过AI,但每个人都会遇到一些问题。
Even by maybe February, everyone tried AI, but everyone had some issues with that.
那时候我们意识到,核心瓶颈在于镜头控制。
Back then, we realized that the core limitation was around camera control.
很多创意总监都希望完全掌控镜头效果、拍摄角度这些细节。
Like, a lot of creative directors, they really wanna control all the camera effects, camera angle, and so on.
那时候,根本没有任何系统能实现这一点。
Back then, there was no system to to achieve that.
所以,Higgsfield AI 最初的突破点就是这些摄像机控制功能,我们根据创意人士的反馈,在工程层面实现了它们。
So that's the initial traction of Higgsfield AI came from these camera controls, which we implemented on engineering side based on the feedback from creatives.
你们为了推出这个功能,一共做了多少次访谈?
So how many interviews did you have to conduct to come up with this feature?
这是个很好的问题,但说实话,它让我有点难堪,因为我们只访谈了八个人。
This is a very good question, but it kinda puts me in on a weak spot, frankly, because we interviewed eight people.
八个人说的都是一模一样的话。
Eight out of eight said the same thing.
从好莱坞的电影导演,到地方广告片的制片人,我们都聊过。
And we talk from Hollywood level movie directors to, like, regional producers of commercials.
每个人给出的反馈都完全一致。
Everyone had the same feedback.
你们是怎么选中这些人的?
And how did you select those people?
他们当时已经是客户了,还是你们只是想跟行业里的人聊聊?
Were they customers already or you just wanted to talk to people in the industry?
实际上,这可能是个挑战,因为我们想找那些跟我们关系不近的人,好听到真实的想法。
Actually, this was probably a challenge as we wanted to talk to people who we don't have a very close relationship to just get unfiltered opinion.
但反馈出奇地一致。
But the feedback was very consistent.
每个人都觉得缺少这些摄像机控制功能。
Everyone was missing these camera controls.
所以我们三月就推出了这个功能。
So that's what we delivered March.
四月的时候,我们又上线了一套视觉效果素材库。
Then in April, we delivered a library of visual effects.
到了六月,整个行业就彻底变了。
And then I think in June, industry completely changed.
我们看到了专门做AI营销的机构开始冒出来。
We saw the emergence of AI native marketing agencies.
这些公司基本上完全依靠AI从头到尾完成工作。
So essentially, those agencies, they completely go end to end with AI.
他们经常绕开像Adobe这样的传统工具,直接用AI全流程操作。
And very often, they try to bypass incumbent tooling, like, for example, Adobe or something else, and go end to end with AI.
一方面,当时AI的能力在六月还比较有限,所以他们的功能也有局限。
On the one side, they are very limited because AI capabilities back in June were a little limited.
但另一方面,他们的利润空间大幅提升,还能向客户展示,几天内就能做出广告。
On the other hands, they drastically improved their margin profile, and they kinda show their clients that they can build ads within days.
很多品牌都希望在社交媒体上持续输出内容,也愿意拥抱AI技术。
A lot of brands actually wanna have constant content flow on their socials, and they wanna embrace AI.
从六月到十二月,这种原生AI代理公司彻底爆发了。
And then from June to December, this this new industry of AI native agencies completely exploded.
但你刚才说,你们增长的起点其实是多角度摄像功能,这来自和行业人士的交流。
But, basically, you said the the start of your growth was the multi angled camera view, and it came from talking to people in the industry.
当然。
Of course.
这太棒了。
I love that.
而且,从我和其他创始人交流的情况来看,八这个数字非常一致。
And, also, the number eight is actually very consistent from what I'm getting talking to other founders.
通常是在十二到二十之间,但其实不需要太多访谈,因为很多人觉得必须跟成千上万的人聊才能搞清楚问题,但实际上大概十次访谈就够了。
It's normally, like, 12 to 20, but it's not too many interviews because I feel like a lot of people think they need to talk to thousands of people to figure out the problem, but it's actually, like, around 10 interviews.
是的。
Yeah.
完全正确。
Absolutely.
有八个人帮我们塑造了产品,后来我还雇了其中四个人。
So eight people who actually helped us to shape the product, and then I think we hired four of them.
听起来好高啊。
Oh, feels so high.
没错。
Yes.
现在我们团队内部形成了一个反馈循环。
So now we have this feedback loop within the team.
这太棒了。
That's awesome.
所以我们意识到,创意AI领域最好的产品,很可能是由工程师和创作者紧密协作共同打造的。
And that's how we realize that probably the best products in Creative AI is going to be built in symbios, like, in collaboration between engineers and between creators.
目前,我们团队大约一半是工程师,另一半是创作者。
So today, roughly half of our maybe 40% of the team are engineers, maybe 40% are creators.
就像你所说的,两位创始人。
Like you said, two founders.
对吧?
Right?
一位懂技术。
One is technical.
另一位了解用户。
One knows the consumer.
这在你们团队里其实体现得非常明显。
It's basically reflected in your team.
明白了。
Okay.
咱们还是回头说说那段艰难的时期吧,因为我觉得很多人最怕的就是这个。
Let's let's get back to that tough year because I feel like for a lot of people, that's what they're scared of.
当时你们在做这个项目,但什么都没搞成,对吧?
So when you were building this and nothing was really working Yes.
后来谷歌推出了新的模型,你们有没有想过干脆放弃这个领域,转做别的?毕竟那时候竞争太激烈了。
And then Google releases the new view model, did you ever think about giving up on that particular market and starting something else because this was getting so crowded?
我们当时就下定决心要把这事做成。
I think we were committed to figure this out.
我们之所以这么坚定,有两个原因。
There are two reasons why we had a conviction.
第一个原因是,之前我一直在Snapchat工作。
First is that prior to that, I was at Snapchat.
我当时在那边负责生成式AI,亲眼见证了TikTok和CapCut的崛起。
I was running GenAI there, and I saw the uprise of TikTok and CapCut.
CapCut成了全球前五的应用,这在以前是从未有过的。
CapCut became top five apps in the world, and it's unprecedented.
它根本不是个聊天工具。
It says it's not a messenger.
也不是传统意义上的社交平台。
It's not a social media.
这让我强烈意识到,社交创作者的需求在市场上一直被忽视。
And this was a strong signal for me that the needs of social media creators are simply unmet in the markets.
第二个让我们坚定信念的原因是,我们不断听到创作者说,他们每天被迫出镜拍好几条视频,压力大到快撑不住了。
And the second reason why we had conviction, we constantly heard that creators feel a burnout from sort of feeling pressure to record multiple videos a day for socials with their own face.
MrBeast就公开谈过这个问题。
Mister Beast, he spoke very openly about that.
但我觉得,过去四五年里,整个行业最核心的难题就是这个。
But that's, I think, the that that has been a primary challenge for the whole industry over the last four or five years.
让我没想到的是,广告主也面临同样的问题。
And then what was surprising to me is that advertisers have the same problem.
大多数广告主,尤其是中等规模的品牌,
Most of the advertisers talk about, like, maybe mid market brands.
他们可能在营销上花了几亿甚至几十亿美元,却连像样的内容制作都没有。
They can be spending hundreds of millions of dollars on marketing, and they don't have any productions here.
所以你们选对了市场切入点。
So you chose the right part of the market.
我听到的就是这个意思。
This is what I'm hearing.
所以我觉得,对每一位正在看的创业者来说,当你发现市场上的巨大机会时,不仅要盯着用户,更要搞清楚谁在真正掏钱。
So I feel like for every entrepreneur who's watching, when you see a big opportunity in the market, you also have to spot who's paying the most, not just go after each user.
对吧?
Right?
没错。
Absolutely.
我们现在处在一个非常特别的时代,所有强大的公司都在努力把人工智能普及给每个人。
We live in a very interesting era where all the powerful companies try to give AI to everyone.
literally,Meta、xAI、谷歌、微软、OpenAI、Anthropic、Bytedance,还有更多更多公司都在这么做。
Literally, Meta, x AI, Google, Microsoft, OpenAI, Anthropic, Bydance, and many, many more.
我觉得这些公司都真心想让自己的客户用上人工智能。
I think each of those companies wanna give AI to all its customers, really.
所以初创企业必须对世界有更细致的理解,必须锁定更精准的客户群体。
That's why startups have to have more nuanced view of the world and have to have more nuanced set of customers.
我觉得现在的初创公司从第一天起就被迫要保持现金流健康,实实在在地做生意。
And I think startups today are sort of incentivized to stay cash flow positive and build real business from day zero.
我在Higgsfield和其他顶尖的应用型AI公司里都看到了这种趋势。
This is what I see across Higgsfield and the other top application AI companies.
因此,这也形成了一种很有趣的局面:目标用户应该是几千万愿意每月花上几千美元的人。
So I think this also creates a very interesting dynamic that the target audience should be maybe tens of millions of users who are willing to spend hopefully couple thousand dollars a month.
所以这并不是面向所有人的产品,但提供的价值必须足够强大。
So it is not for everyone, but the delivered value should be so strong.
所以产品得足够好,好到根本不用主动推销。
So the product should be so good so that it kinda sells itself.
这一点我特别喜欢。
I love that.
而且我喜欢你给出了一个具体的数字——两千美元。
And I love that you have a concrete number, $2,000.
没错。
Yeah.
两千美元。
$2,000.
我不确定像Higgsfield这样的公司,这个是不是我们最核心的衡量指标。
I'm not sure, like, with Higgsfield, for example, this is the core metric which we are tracking.
我们通过用户访谈来评估自己创造了多少价值,同时也会看我们每年向用户收多少钱。
Like, how much of the value we believe we provide, which is more like through the user interviews, but also how much we charge users annually.
所以这是一个关键指标。
So this is one key metric.
我们并不只是盯着月活跃用户这类指标。
And we are not chasing just monthly active users, for example.
因为月活跃用户数可能通过一些病毒式传播被人为抬高。
Because the monthly active users number can be inflated through some viral effect.
月活跃用户并不能真正反映用户的使用频率或产品带来的价值。
Monthly active user doesn't really speak to the frequency of the usage and the value delivered.
所以我们最看重的是日活跃用户和平均合同价值,这两个指标最关键。
So that's why for us, really daily active users and average ACV, average contract value, those two metrics are the most important ones.
对于那些还没开始、却因为担心大公司会抢走市场而犹豫不决的人,你有什么建议吗?
Can you give advice to people who are watching who haven't started yet, but they haven't started because they think a large company is gonna take over.
他们该怎么思考自己的竞争优势?
How should they think about their defensibility?
我觉得每家公司都应该专注于两到三个最重要的事情。
I think each company can really keep their focus on maybe two or three top priorities.
有意思的是,大家常提到Anthropic的成功,比如MCP和Cloud Code,其实并不是自上而下推动的,而是自下而上自然形成的。
Interestingly enough, people like to say about Anthropic that their major success from MCP and Cloud Code actually was not like a top down, but really bottom up.
云代码的成功其实并不是计划好的。
And it like, Cloud Code success was not sort of planned.
我觉得确实如此,大公司如果能聚焦两三个关键方向,集中所有资源去推进,一定能取得巨大进展。
And I think it's true that, like, these large companies, they definitely can benefit a lot from applying top down approach from two to three initiatives and really consolidating all the resources to make the most progress there.
我觉得这将是下一场工业革命。
I just think it's the next industrial revolution.
它的影响力可能甚至超过互联网。
It's probably more powerful than the Internet.
所以,需要被创造的产品和想法数量,远远超过了OpenAI或Anthropic内部能推动的那些。
So the number of products and ideas to be built, I think, just overweighs number of ideas which OpenAI or Anthropic can push internally.
因此,我鼓励创业者们大胆去做,尤其是现在,哪怕只有十个人的小团队,也能打造出高规模的产品。
That's why I will encourage builders to build, especially today when, like, quite small team of maybe 10 people can build, like, high scale products.
你觉得我们目前是否还有一段窗口期可以行动?
Do you think there is that we have a certain gap of in time when we can build?
比如,我在社交媒体上经常听到一种说法:我们只有两年时间去打造新产品,因为之后就会有公司实现通用人工智能,那时候市场缝隙全被填满了,根本没机会了。
So for example, I've been hearing a lot in social media that we only have two years to build something new because then we're gonna have some companies that reach AGI, and it's gonna be impossible to find a gap in the market because those companies are gonna be filling those gaps.
这是个好问题。
This is a good question.
我们在数字化领域自动化方面确实取得了巨大进展。
We definitely make tremendous progress as an industry to automating work in digital world.
未来几十年,AI在物理世界的应用肯定会大量涌现。
And for sure, maybe next decades, are gonna be a lot of applications of AI in physical world.
很难预测我们最终能走多远,但这一十年无疑是AI彻底重塑数字经济的时代。
It's difficult to forecast how much progress we all are going to make there, but this decade is definitely the era of digital economy completely changing with with AI.
这一点毫无疑问。
That's for sure.
我真不希望看到未来只有三家公司拥有最顶尖的模型,并且控制整个世界。
I really don't wanna believe in the future when there are gonna be maybe three labs who have the best models and these models controlling all the world.
这种情况是有可能发生的。
This could happen.
那将是一个非常艰难的未来。
That will be very difficult future.
所以我一直保持乐观,也鼓励大家保持乐观,专注于创造和交付真正的价值。
So I would I try to stay optimistic and encourage everyone to stay optimistic and really focus on building and delivering value.
比如说,今天我想给你一个具体的例子。
Like, for example, today, I just wanna give you a very concrete example.
我最近跟一家规模非常大的物业管理公司聊过,他们其实用 Higgsfield 来推广他们的楼宇和公寓之类的。
So I recently spoke to a very large, very, very large, like, property management company, which actually uses Higgsfield to to sort of advertise their buildings, their apartments, and so on.
目前根本没人专门为这个行业开发产品。
Like, no one is building for this industry.
这个行业里的客户流程非常独特。
Like, in this industry, there is a very specific workflow of a customer.
客户得先了解房源,然后上网站看详细信息,接着打电话,再实地看房,最后交押金——整个流程走下来,一环扣一环。
Like, customer needs to learn about about the property, then they need to go to the website and get all the details, then they need to call, then they need to show up, then they leave deposit, and the whole customer journey.
到现在,还没有人用智能代理把整个客户旅程从头到尾完整地打通。
No one is actually building solution specifically for this industry to, like, cover this journey end to end with agents.
之所以智能代理在这个领域特别有价值,是因为想租房的人,尤其是预算有限的,往往希望尽快做决定。
And the reason why agents are going to deliver a lot of value in this specific business is that customers who wanna maybe, let's say, rent apartment, especially in certain price points, they wanna make a decision rather quickly.
所以每一天的拖延,每一个阶段的拖延,都是在白白损失收入。
So every day of delay, every day of just moving from one stage to another is just lost revenue.
这位老板跟我明确说,根本没人专门为这个行业做产品。
And this business owner just said to me that no one is building for their industry.
我相信类似的例子还有很多。
And I'm confident there are many more examples like that.
确实如此。
Yeah.
俗话说得好,财富藏在细分领域里。你之前向风投推销另一个AI项目时,深有体会吧?
So riches are in the niches, as they say from your experience when you pitched VCs with another AI idea.
现在什么样的创业项目路演才能脱颖而出?
What makes a pitch stand out these days?
我觉得现在大家普遍担心,OpenAI、Anthropic这些大厂会疯狂收购,把产品线扩展到各个垂直领域。
I think today, there is definitely fear that OpenAI, Anthropic, and other labs are going to just be very acquisitive and just trying to expand their product offering to multiple different verticals.
几乎每周都有新的‘云服务+某个行业’产品发布,股市立马就跌。
Pretty much every week, there is cloud for x launched and stocks go down.
这种情况确实存在,也让人很不安。
That definitely happens, and that creates a lot of fear.
对我来说,核心的洞察是,这些热门的AI公司大多数其实已经实现正向现金流了。
And I would just say that the core insight for me personally was that most of these hot and hyped AI companies, they are actually cash flow positive.
也许现在还想着去拿风投,这个思路本身就有点问题。
Like, maybe it is a wrong mindset to go and raise venture capital today.
现在Pre-Seed阶段的资金其实挺多的,但我不确定每家公司都非得一路融到A轮、B轮、C轮、D轮不可。
I think there is plenty of pre seed capital available today, but I'm not sure every everyone needs like to raise series a, b, c, d, and so on.
你第一轮融资的时候,收入大概是多少?
How much revenue did you have when you raised your first round?
我做Higgsfield AI的时候情况比较特殊,因为我之前有过退出经历,所以我们没任何收入,就靠移动应用可能有上百万用户,就融到了1600万美元。
For me, with Higgsfield AI, it was probably easier because I had previous exits, and we basically raised $16,000,000 without having any revenue, just with maybe having, like, million users for our mobile app.
但这并不是我现在会建议的创业方式。
But this is not exactly the way how I would recommend to build today.
我建议的是,产品开发第30天就要挣到第一块钱,第90天争取做到百万美元年化收入,然后再判断到底需不需要找风投。
I would recommend to focus on bringing, like, the first dollar by day 30 of product developments and maybe 1,000,000 ARR by day 90, and then decide if someone needs VC funding or doesn't.
现在很多企业借助AI,其实完全可以盈利地做到几千万美元的规模。
I mean, a lot of businesses can really scale to tens of millions of dollars today profitably with AI.
对于这样的企业来说,根本不需要吸引风险投资。
And for such businesses, there is no need to attract VC funding.
我给你举个特别简单的例子。
I can give you a very simple example.
现在有很多网站专门帮人拍专业证件照,比如护照用的那种。
So there are so many websites we just allow to make professional photoshoot, like, for basically for for passport.
很多这类网站年收入都能达到几千万美元。
Many of them make tens of millions of dollars.
这些公司压根不会去拿风投。
None of them are gonna be yeah.
这些公司都不会是靠风投撑起来的生意。
None of them are gonna be venture capital backed business.
你刚才提到,90天内做到一百万美元收入?
Well, and you said something $1,000,000 by day 90.
ARR,也就是每个月八万美元左右。
ARR, meaning like 80 k a month.
三个月内每个月八万美元。
80 k a month in three months.
这数额可不小。
That's a lot.
那实现这个目标的方法,基本上就是制作广告、投放出去,然后测试它们是否能打动目标用户?
And so the playbook to achieve that is basically generate ads and launch them and test whether they're landing with your target audience?
现在做付费广告可不容易。
Paid ads are very difficult today.
我觉得很多流量其实来自社交媒体的自然传播,还有和创作者的合作。
I think a lot of distribution come through organic social media and creator integrations.
关键是确保到第三十天时,盈利模式已经搭建好了。
And just make sure that by day 30, there is monetization in place.
然后就能持续增长收入,比如在第九十天前达到一百万美元的年经常性收入。
And then there is a way to constantly grow to revenue to, let's say, 1,000,000 ARR by day 90.
现在很多成功的企业增长得非常快。
Many successful companies scale very quickly today.
不同行业能承载的规模是不一样的。
Just different verticals have different capacity.
有些行业天花板可能只有五千万,有些是一百亿,还有些能达到一万亿。
Some in some verticals, the ceiling could be just 50,000,000, in other vertical, 1,000,000,000, in other verticals, like 100,000,000,000.
在头三十天里,有什么办法能拿下第一批客户吗?
Any tips on landing first customers in the first thirty days?
至少去年,Twitter 是大多数产品起步传播的平台。
Initially, at least last year, Twitter has been the social media where the distribution starts from.
通常是从一些小圈子开始,然后扩散到 X 上的 AI 新闻账号。
It starts from, like, small communities, then it goes to AI news pages on X.
接着从 X 上的 AI 新闻账号传到 Instagram 的资讯页,再从那里传到创作者,之后再蔓延到 Telegram 和其他社交平台。
Then from AI news pages on X, it goes to Instagram news pages, then from Instagram news pages to creators, then it goes to Telegram and, like, other social media.
我们看到 Higgsfield 和很多其他产品都是走的这条路——通过不同社交平台逐渐走红,但源头全都在 X 上。
That's what we have seen with Higgsfield and with many other products as well, that they went through the same sort of journey of popularity and news through various social media, but it all originated on X.
我觉得现在情况有点不一样了。
I think now it's being kinda changed.
如今,很多公司都会试图利用 X 来推广自己的产品,造点声势。
Today, a lot of hype at least like a lot of companies, they sort of try to use X to boost their product.
信息里头的噪音实在太多了,真正有用的内容反而少了。
Sort of signal to noise ratio just drops.
Twitter 的重要性确实下降了,但依然是新 AI 产品发布的主阵地。
Twitter becomes less relevant, but still it's it's the main place for new AI products launch.
这太棒了。
That's awesome.
我还在琢磨怎么玩转 X 的策略。
I'm still trying to crack the the X strategy.
我觉得,你发内容的时候,开头加个‘Yep’之类的词,效果会更好。
I feel like if you add a word breaking or just in to whatever you're posting in the beginning and it should be in Yep.
那样的话,互动率就会提升。
Then then it performs.
然后有些东西就该被堵住、给炒热了
And then some something should be, like, clogged, cooked
对
Yeah.
没错
Yeah.
像IP这样的东西
IP, like, something like that.
是的
Yeah.
直接把这东西从市场上清除了
Just wiped this out of the market.
没错
Yeah.
必须得特别轰动才行,不过你说得对
It has to be very sensational, and x but you're so right.
我听过太多这样的例子了,认识不少创作者,他们全靠社交媒体上的爆款帖子,就拉到了一百万邮件订阅用户。
I've heard so many, and I know a lot of creators who build their whole, like, email newsletter, 1,000,000 subscribers just off viral x posts.
是的。
Yeah.
这太厉害了。
That's amazing.
这个小技巧我太喜欢了。
I love this life hack.
非常感谢。
Thank you so much.
虽然这已经是2025年最主流的生存技巧了,但我相信媒体本身也在不断演变。
Although this has been the primary life hack of the '25, and I do believe that the media evolves itself as well.
所以2026年可能会不一样。
So '26 could be different.
我总是看到LinkedIn在右边。
Oh, I always see LinkedIn on the right.
所以也许是LinkedIn。
So maybe maybe LinkedIn.
也许是LinkedIn。
Maybe LinkedIn.
你之前那家公司,卖了1.66亿美元,对吧?
Your previous company, you sold it for a 166 Yes.
百万。
Million.
从那家公司里,有没有什么重要的经验或者错误,是你在这次创业中绝不会再犯的?
Were there any key learnings from that business or mistakes that you made that you will never repeat in this one?
很难说绝对,但对我来说,一个关键的体会就是得真正相信能力至上。
It's it's like never say never, but one of the key learnings for me and the key takeaways was to embrace meritocracy sort of.
我都30岁了,有时候觉得自己在这个AI新时代里已经算年纪偏大的了。
Like, I'm 30, and I feel sometimes that I'm quite old for this new era of AI.
今天在Higgsfield,很多新点子都来自刚毕业的年轻人,大概二十三四岁,他们可能从没在大公司待过,靠一些前沿的编程工具做自由职业,早在‘氛围编程’这个词出现之前,他们就已经在这么做了。
Like, a lot of new ideas at in Higgsfield today come from this kind of fresh grads, maybe 23, 25, who sort of maybe never worked in a large company, who are doing, like, freelancing with some vibe coding tools, who are doing vibe coding before the term vibe coding, basically.
他们就是想得不一样。
And they they just think differently.
我觉得这可能是正确的思维方式。
And I think that's sort of maybe the right mindset.
传统上,在任何公司里,这些人的想法根本没人会认真听。
So traditionally, in any, like, corporation, those people would be just simply no one would just simply listen to them.
创意岗位也是同样的道理。
So and the same applies to the creative role.
确实有不少人,尤其是那些做大型好莱坞项目的人,觉得AI很危险。
So there is definitely some resistance from people who especially build, like, let's say, like, large Hollywood projects that's, oh, AI is dangerous.
不够真实。
It's not authentic.
但同时,对很多年轻人来说,AI成了社会跃升的阶梯,这真的让人振奋。
And in the same time, it's really exciting that for many, many young people, AI becomes social elevator.
我本人特别能理解这一点,因为我当年得靠打竞赛编程,比如五小时内解出更多题,全世界的人都在比。
And I sort of strongly relate to that personally because for me, I had to do a lot of competitive programming, You know, like, who solves more problem within, like, five hours, you know, like, and everyone in the world competes.
所以在2010年左右,编程算是个社会阶层跃升的通道。
So this was social elevator in 2010 maybe.
这一点同样适用于创意行业和软件工程领域。
And this applies both to creative and to software engineering as well.
我很喜欢你说AI是社会阶层跃升的通道这个说法,因为我觉得社交媒体对我来说就是这样的存在。
I love how you said that AI is your social elevator because I feel like social media was the social elevator for me.
而现在,我们进入了AI时代。
Now it's the era of AI.
你之前提到过,视频模型可能是通向通用人工智能的一条路径,而且你们也在构建世界模型。
I think you mentioned that video models could be a path to AGI and that you're also building a world model.
能跟我们详细聊聊这个吗?
Can you talk to me about that?
另外,也想跟所有正在观看的朋友解释一下。
And for everyone who's watching, just wanted to explain.
我最近刚参加完达沃斯论坛,大家都在讨论大语言模型存在天花板,因为用文字来描述世界是我们已经习以为常的方式,而且互联网上已经有海量的信息了。
I was just in Davos, and everyone was talking about LLMs having a ceiling because basically just describing our world with words is something that we're used to, and there's a lot of information on the Internet.
但理解物理规律才是下一步。
But understanding the physics is the next level.
只要我们搞懂了物理,机器人就能在我们家里走来走去帮忙做家务了——如果我表达得没错的话。
And once we understand the physics, then we're gonna have robots walking around our house and doing chores, if I'm explaining this correctly.
没错。
Absolutely.
我觉得这个说法最初是谷歌和XAI带起来的。
I think from Google and from XAI, they started this narrative.
他们确实是这个领域最有影响力的人。
And definitely, they are top influencers in the space.
所以现在,这种观点才传到了大众中间。
That's why now the narrative goes to masses to everyone.
目前还不确定这是否就是通向通用人工智能的路径,但毫无疑问,这是通往高级机器人系统的一条路。
It's still unclear if that's sort of the path to AGI, although that's definitely a path to advanced robotic systems.
比如,我觉得马斯克已经向全世界证明了,仅靠摄像头就能让自动驾驶汽车运行得非常好。
Like, I think Elon proved to the whole world that self driving cars can work really well through just cameras.
我认为同样的逻辑也适用于更高级的机器人。
And I think the same logic is going to apply to more advanced robots as well.
所以,提升感知和视觉理解能力,对下一波水下机器人的发展至关重要。
That's why developing perception and visual understanding is critical for next wave over aquatics.
这已经成为许多研究机构的首要任务,因为这是下一个前沿领域。
And it's a top priority for a lot of research labs as it's the next frontier.
如果不具备视觉理解能力,就不可能真正提升视频生成的质量。
And there is no other way to improve video generation without visual understanding.
一般来说,人们常说,一分钟内我们能读大约两百个字。
Roughly, it takes around I think people like to say that in one minute, we can read 200 words.
但一分钟的视频内容,可能需要用六万字才能描述清楚。
One minute of the video can be described with maybe ten, sixty thousand words.
里面包含的信息实在太多了。
There is just so much going on.
如果咱们聊完这期节目后去喝咖啡,我肯定会掏出手机给你看我这周试的东西。
If you and I were having coffee after this episode, I'd certainly pull up my phone and say, look what I tried this week.
它改变了我们团队的工作方式。
It changed how my team works.
这正是我平时一直在做的事。
This is what I do all the time.
为了分享那些不适合放在播客里的内容,我开了自己的通讯简报。
To share these kinds of things that don't fit into the podcast, I started my own newsletter.
每周我都会分享一些我在自己业务中测试的AI工具、策略和实验,包括真实的数据、实际的效果、你可以直接用的模板,还有我踩过的坑。
Every week, I read about AI tools, strategies, and experiments I'm running in my own business with real numbers, real results, templates that you can use, and also honest mistakes.
如果你想及时了解这些,链接就在简介里。
If you want to be in the loop, the link is waiting for you in the description.
那你两年后希望自己在做什么?
So where do you see yourself in two years?
你还会继续做视频,还是因为看到Menlo Ventures投资了你,他们说Higgsfield正在打造下一代世界模型?
Are you still working on videos or because because I saw Menlo Ventures announce their investment in you, and they they said that Higgsfield is building the next world model.
你觉得你的重心会转向那边,还是会继续专注在视频营销上?
Do you feel like your focus is gonna shift to that, or you're still gonna stick to the marketing with video?
我们和很多其他公司不同的地方在于,从一开始我们就专注于短视频内容。
I think what differentiates us from many other is we are from day zero, we are focused specifically on short form content.
我觉得这个大模型真的会改变社交媒体内容的制作方式。
And I do think that world model is going to change the way how social media content is made.
接下来的十年,将会是互动媒体的时代。
So for example, next decade is gonna be the era of interactive media.
简单说,就是游戏和视频的界限会越来越模糊,变成一种类似‘你选择剧情’的体验。
Basically, when games and videos are sort of blurred in, like, one experience where, like, it's kinda choose your own adventure.
很多营销,尤其是高端营销和客户忠诚计划,都会朝这个方向发展。
So a lot of marketing is gonna go this way, especially kind of premium marketing and customer loyalty programs.
我觉得这十年的核心,就是用这些新模式来赋能创作者和营销。
I think this decade is all about supercharging creators and marketing with those models.
你提到有些客户的营销预算超过一亿美元。
You said you're seeing customers with marketing budget over a $100,000,000.
他们90%的广告都是由AI生成的。
90% of their ads are AI generated.
作为一个收入主要来自大企业营销预算的创作者,我该担心吗?
As a creator, who's 90% of my revenue is from large corporations from their marketing budgets, should I be afraid?
这是个好问题。
This is a good question.
我们确实得确保视频AI能帮助那些有个性的创作者。
And this is definitely where we should make sure that video AI can help personalities.
我特别希望看到像你、MrBeast这样的创作者,天生就懂AI,能多开几个频道,扩大媒体影响力,打造完整的媒体帝国。
Like, what I would love to see is that creators like you, mister beast, and so on, who are sort of AI native, start to make, like, more channels and just expand their media presence and be, like, the whole media empire.
未来的媒体帝国可能只需要三四百人,就能值上千亿美元。
So, like, the next media empire is gonna be built maybe with, like, 300 people, 500 people and be worth, like, $10,000,000,000.
这是一方面。
So that's on the one side.
另一方面,我个人觉得,这种大规模的AI内容创作,其实是跟着类似TikTok商城这样的平台发展起来的。
On the other side, what I see personally is that essentially this high scale AI content creation comes after maybe a platform like TikTok marketplace, frankly.
过去,这些品牌可以直接通过TikTok商城,程序化地雇佣成千上万的创作者,来做那些模板化的视频。
So in the past, those brands, they could just hire sort of even programmatically thousands of creators through TikTok marketplace just to do kind of these templatized videos.
我本人就在用这个产品。
Like, I use this product.
真的特别好用。
It's so good.
你赶紧去买一个。
Go buy that.
这种入门级的营销方式,现在确实变得人人都能用了。
So, like, this entry level marketing definitely gets democratized.
不过在我看来,随着AI内容在社交媒体上泛滥,真正与观众建立连接、理解他们的需求,反而比以往任何时候都更重要。
Although, in my opinion, as we are seeing a lot of AI slope on social media and so on, the genuine connection and and understanding of audience now matter more than ever.
社交媒体上肯定会充斥大量普通甚至中等偏上的内容。
So there are gonna be just a lot of average and above average contents on the socials.
我觉得这事迟早都会发生。
And I think this is happening one way or another.
关键还是得真正懂观众,保持真诚的态度,这比什么都重要。
And just deep understanding of the audience and authentic approach matter more than ever.
明白了。
Okay.
所以你觉得社交媒体并没有死?
So you think social media a letter social letter is not dead?
绝对没有。
Definitely not.
我觉得真诚才是最重要的。
I just think that authenticity is going to matter a lot.
我的想法是,如果现在顶尖的创作者能用AI拍自己的节目、拍电影,还能带来大量流量,这肯定会极大地影响流媒体行业。
And and the way how I think about that is if, let's say, top creators now can make their own shows, their own movies with AI, and creators can drive a lot of traffic, that's going to affect, like, streaming business a lot, I think.
我觉得这场变革会在每个层面发生。
So I think the revolution is going to come at every level.
不过,那些已经清楚了解受众、坚持真实表达的人,肯定能脱颖而出。
Although, I think, clearly, people who already understand their audience, have authentic approach, those people are definitely gonna be the winners.
明白了。
Okay.
我最后一个问题是。
My last question.
给那些还在看、心里还害怕的人。
For someone who's watching this, still has fear.
事情变得太快了。
Like, this is moving so fast.
我不知道该怎么开始。
I don't know how I can start.
我今天刚起步了。
I started something today.
明天可能就过时了。
It's outdated by tomorrow.
你能给他们一条建议,帮他们迈出第一步吗?
Can you give them one piece of advice so they can start?
首先,我觉得应该从一个事实出发:像亚马逊、微软、谷歌、OpenAI 和 Anthropic 这样的大公司,现在在 AI 时代都占着有利位置,毕竟他们掌控着数据中心、显卡这些关键资源。
First, I think I would start from a position that large companies, Amazon, Microsoft, Google, OpenAI, and Tropic, I think they're all relatively well positioned to be winners in AI era as they simply control data centers, GPUs, and so on.
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其他人好像也没什么保障,对吧?
And I'm not sure there is much insurance policy for everyone else regardless, right?
那就买他们的股票。
Well, buy their stocks.
对。
Yeah.
我不确定。
I don't know.
对。
Yeah.
我们干脆就买他们的股票吧。
We should just buy their stocks.
是的。
Yeah.
买他们的股票是个好主意,但我觉得我
Buying their stocks is a good idea, but that's I think I'm
我不确定我们能不能提供投资建议。
not sure we can share investment advice.
这纯粹就是闲聊。
It's just personal chat.
是的。
Yeah.
我觉得这些公司确实很有价值,但我是说,对很多其他公司来说也是这样。
I do think that there is a lot of value in these companies, but I mean, for for lots of others.
对吧?
Right?
我们看到整个市场都在抛售。
I mean, we see the sell off across us.
我们看到网络安全板块也在抛售。
We see the sell off across cybersecurity.
然后就引出一个根本性的问题。
And then there is an ultimate question.
我是想干脆依赖别人来制定AI战略,还是自己主动拥抱AI,争取最大收益?
If I wanna, like, basically depend on someone else to figure out AI strategy or I wanna embrace AI myself and benefit the most.
你觉得呢?
Right?
我觉得这是每个人都要自己回答的问题。
I think that's a personal question for everyone.
我们都明白,技术革命既有公平的一面,也有不公平的一面。
And as we all know that these technology revolutions, they're both fair and and unfair.
从长远来看,每一场技术革命最终都是公平的,十年内人均GDP和生活质量都会提升。
I think in long term, every technology revolution is fair, and GDP per capita and quality of life goes up on the horizon of ten years.
但要是看三年内的变化,那就太不公平了——市场就是喜欢往赢家身上砸钱。
On the horizon of, like, three years, I think it's extremely unfair because market just loves to pour money into companies which are winning.
那些没跟上节奏的公司,立马就被甩在后面。
And companies which are, like, not winning, they immediately go down.
对。
Mhmm.
但从短期来看,我觉得这其实挺公平的,因为无论是创意、营销还是工程岗位,那些主动拥抱AI的人,职业发展都会飞速提升。
But in the short term, I think that we're it's gonna be fair because people both on the creative side, marketing side, engineering side, those who are embracing AI, they can propel their career so quickly.
归根结底,整体来看肯定是利大于弊。
In the end of the day, net it's gonna be net positive.
不过每个人还是得好好想想,怎么才能让自己最大程度地受益于AI,怎么用AI提升效率,让自己的技能价值真正随着AI一起增长。
Although I think individually, we all just need to think how I can personally benefit the most from AI, how I can become more efficient with AI, how the value of my skill set can actually grow with AI.
这需要每天花好几个小时使用各种AI代理和模型,慢慢培养出这种直觉。
And this always require using those agents and various AI models several hours a day to build this intuition.
咱们给观众布置个课后作业吧。
Let's give them a home task.
看完这个视频之后,他们第一件事该做什么?
What should they do right after watching this video?
该从哪个工具开始用?怎么用?
Which tool should they start using and how?
就我个人而言,我是个移民。
For me personally, I'm an immigrant.
要写出一个逻辑清晰、条理分明的故事,真的得花不少功夫。
So, you know, it just takes quite a bit of effort to come with a logical linear storyline.
O3 minutei 真的成了我的导师。
O3 minutei became my coach, really.
这是我第一次有这样的感受。
This was the first moment for me.
第二次是在用 Gemini 三号模型的时候。
The second moment was around Gemini three Pro model.
我意识到,自己的工作效率很大程度上取决于我用 Gemini 三号模型的频率。
So I felt that my economic productivity really depends on, like, how much I use Gemini three model.
这个模型能处理语音、生成图像,还有强大的推理和研究能力,简直让我大开眼界。
These capabilities of the model which can process voice, which can make image, but which has also deep reasoning capabilities and deep research, this was mind blowing to me.
所以现在我觉得,自己的产出效率完全取决于我每天用多少 Gemini 三号。
So that's why I feel that my just economic throughputs really depend on how much I use Gemini three today.
你会用它来做公司战略或重大决策吗?
Do you use it to make decisions about your company, like strategic operations?
我越来越觉得,与人沟通对我而言变得无比重要,因为其他很多决策,我相信Gemini三号和Claude都比我强。
I really feel that communication with humans becomes way more important skill set for me because a lot of other decisions, I'm sure Gemini three and Claude are gonna be better than myself.
目前AI在沟通方面还远远不够好。
AI is not yet good in communication.
所以我特别注重在这方面下功夫。
So that's where I think I try to put a lot of my personal emphasis.
对。
Mhmm.
除此之外,很多流程其实都可以交给AI来完成。
I think other than that, a lot of process can actually be built with AI.
真正需要人来做的,主要是人与人之间的沟通,还有复杂的协调和目标设定。
So just human to human communication and sort of complex resolution And maybe goal sets goal setting.
是的。
Yeah.
至于那种以数据为导向的目标设定,我花在上面的个人时间特别多。
And, like, number driven goal setting really is where I put a lot of my time, my personal time.
至于其他方面,我正在尽力优化 Gemini。
For everything else, I'm trying to evolve Gemini as much as possible.
同时也会用 Cloud for Excel、Cloud for X,比如 Cloud for 网络安全,这些确实能大幅提升效率。
But also use Cloud for Excel, Cloud for X, like, for example, Cloud for cybersecurity as it really increases the productivity.
Alex,非常感谢你,太精彩了。
Alex, thank you so It was amazing.
我期待阅读你的评论。
I'm looking forward to reading your comments.
你最大的收获是什么?看完这个视频后,你打算马上做什么?
What was your key takeaway and what are gonna do right after this video?
再次感谢你。
Thank you so much.
谢谢。
Thank you.
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