硅谷坐标 x 田渊栋: 解析大模型护城河、记忆存储瓶颈与Agent对社会冲击

Silicon Valley Vector • March 6, 2026

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【本期内容】田渊栋在Meta深耕11年，主导了强化学习、大模型推理与长上下文等多项前沿研究，近期刚刚以Co-founder身份开启新的创业旅程。本次对话涵盖大模型竞争、记忆与存储、推理前沿路线、Agents对社会的冲击等议题。【主播】曹卿云，硅谷坐标Silicon Valley Vector创始人。【采访嘉宾】田渊栋，CMU机器人学博士。在Meta AI（FAIR）深耕11年，担任研究总监。【本期看点】 01:40 大模型的护城河：数据，算法，infra，人才 09:00 开源vs闭源模型比较 12:24 大模型有两种记忆：上下文是工作记忆，权重是世界观 20:20 记忆研究的核心难题：从死记硬背到顿悟的跃迁 26:16 Context Window没有天花板，需求正在质变 37:39 存储危机：模型训练和推理引发的内存供应链瓶颈 36:53 预训练的天花板与强化学习的上界 41:20 推理的未来：隐空间叠加态与并行推理 50:00 小龙虾Agent：一个握有你所有秘密的笨小孩 55:30 Agent时代的社会冲击：洪水已来，大多数人浑然不觉【关于硅谷坐标 Silicon Valley Vector】立足美国硅谷, 聚焦前沿科技与科技投资趋势。在 AI 重新定义人类边界的时代，我们深入科技与资本的第一现场，为全球受众提供准确、深度、独立的专业报道。 🌐网站地址：https://www.sv-vector.com ✉️联系我们： [email protected] 【关注我们】 B站｜小宇宙｜微信公众号｜喜马拉雅 Youtube ｜ Apple Podcast ｜ Spotify ｜ LinkedIn ｜ X 话题标签 #科技 #AI #投资 #硅谷 #软件 #硬件 #趋势

硅谷坐标 x 田渊栋: 解析大模型护城河、记忆存储瓶颈与Agent对社会冲击

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