Why do you think kimi hurts Google? Many enterprises won’t consume Kimi directly. They’ll get it through Google Cloud because they still need enterprise guarantees - security, data residency, compliance and most importantly, chips. Money out one pocket into the other.
你为什么会觉得 Kimi 会伤害 Google？很多企业不会直接使用 Kimi。他们会通过 Google Cloud 获取它，因为他们仍然需要企业级保障——安全、data residency（数据驻留）、compliance（合规），以及最重要的，chips。说到底，只是钱从一个口袋流到另一个口袋。
The reason enterprises struggle to go beyond basic chat bots is the talent gap to build harnesses and evals. 1. Evals: do you clearly understand your use cases and can you replicate that in the form of offline and online evals. Do the evals express your ambition and do they push the jagged frontier of the models? Do they help you pick the right models on the quality-cost-latency curve? 2. Harness: do you have a system that manages routing, multiagency orchestration, context management, tool calling, memory that is independent of the models? 3. Talent: do you have the talent to build this all out on the frontier? This is the scarcest piece.
企业之所以难以超越基础 chat bots，原因在于缺乏构建 harness（支撑框架）和 evals（评测体系）的人才。1. Evals：你是否清楚理解自己的 use cases（使用场景），并且能否把它们以 offline 和 online evals 的形式复现出来？这些 evals 是否体现了你的目标，是否在推动模型参差不齐的 frontier（前沿边界）？它们是否能帮助你在 quality-cost-latency（质量-成本-延迟）曲线上选出合适的模型？2. Harness：你是否拥有一个独立于模型之外的系统，来管理 routing（路由）、multiagency orchestration（多 agent 编排）、context management（上下文管理）、tool calling（工具调用）和 memory（记忆）？3. Talent：你是否拥有能在 frontier 上把这一整套东西搭建出来的人才？这是最稀缺的一环。