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The Cognitive Revolution · · 100 分钟

Fiverr 全押 AI:赋能创作者,而非取代他们——Fiverr CEO Micha Kaufman

Nathan LabenzMicha Kaufman

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TL;DR
  • Kaufman 对劳动力市场的判断是:AI 已把难度基准整体下移了一档。 简单任务消失,困难任务变简单,过去不可能完成的任务变成新的困难任务;因此,入门级、平庸甚至平均水平的表现都将面临冲击。他对这一类比有所保留,但预计行业会经历类似互联网泡沫破裂的出清:做着同质化 AI 工作的“1000家公司里可能有999家”会消失,裁员还可能滚雪球式扩大。

  • 真正决定胜负的分界线是 AI 掌握程度,而不是人与机器、初级与资深之间的差别。 Kaufman 预计单位时间产出和质量都会提升,并称“掌握 AI 的自由职业者……会取代那些不会用 AI 的人”。初级人才仍有机会胜出,因为他们往往接受过更新的训练,也更有黑客式的探索本能;一个仍然“像在2024年那样工作”的资深候选人,可能过不了 Fiverr 的招聘门槛。

  • 自由职业者可能比受薪员工更占优势,因为市场激励早已训练他们适应变化。 他们出售的是结果,能直接感受到生产率提升,不断学习新工具且没有雇主兜底,也习惯寻找下一个客户或重塑自己的服务。Kaufman 说,Fiverr 的自由职业者采用 AI 的速度超过了公司自己的团队,而被裁的全职员工重新开始,心理上可能“更难”。

  • Fiverr 的横向市场让它能够对冲单个品类被摧毁的风险。 平台品类从2010年的约6个扩展到近800个,同时从零碎的微型企业服务走向多学科企业项目,包括金额约100万美元、持续6–12个月的交易;Kaufman 估计《财富》500强中可能有80%–90%是其客户。他押注,新创造出来的工作会首先出现在 Fiverr,因为旧品类消失时,平台上的供给可以快速转向。

  • Fiverr Go 的设计目标是放大创作者,而不是替代创作者。 它的个性化创作模型使用单个自由职业者自己的作品集,保留其控制权和收入分配,且只有在 Fiverr 认为能达到至少90%创作者标志性风格还原度的领域才会发布;个人助理则全天候处理需求收集、客户筛选、报价、档期和销售。Kaufman 称创作模型是“转化工具”,并表示助理的转化表现已经显著优于卖家单独应对客户。

  • Kaufman 更深层的担忧是:未经署名的模型训练可能摧毁支撑文化与技术进步的激励机制。 他把人类进步加速归因于印刷术、更广泛的知识传播、署名和商业化,然后追问:当 AI“吞掉一切”却既不给署名也不给回报时,会发生什么?他的核心问题是“谁处在中心?”——是把 AI 当工具的人类,还是沦为一个日益自主实体训练材料的人类。

  • 人类服务仍会通过时间套利、竞争差异化和复杂性获得需求,而不只是因为人们同情创作者。 AI 让所有人都拥有超能力,因此成为“地面零点”,稀缺的将是品味、判断力、编排能力和异常灵活的黑客式行动。Kaufman 预计重复性操作会自然消失,而关键任务和有鲜明特色的品牌仍可能为人工技艺付费,因为通用 AI 产出对所有人都可得。

  • 在 Fiverr 内部,Kaufman 正通过亲自试验重置对执行速度的预期。 当团队估算一个开发任务需要3周时,他给自己3小时,尽管自称是生疏且平庸的开发者,仍交付了可运行的结果;如今他认为公司要么可以快5倍,要么可以推进5倍的工作量。这份备忘录让部分员工感到恐惧,但前36小时也促成了演示、KPI讨论和指导请求;在他看来,这说明极度坦诚能够动员一个目标一致的组织。

摘要 · 为研究而整理的核心内容

1. AI 已把难度阶梯整体下移一档

  • Kaufman 的警报始于一个新的基准:“过去被视为简单的任务将不复存在”,困难工作变成新的简单工作,过去不可能完成的工作则变成新的困难工作。任何处在入门级、平庸或平均质量水平的人,现在“都有问题”。

  • 这并非 Fiverr 独有的威胁。AI“会找上我们所有人”,包括 Kaufman 自己的 CEO 职位;如果一个人无法同时提高单位时间产出和质量,可能就会“被清出这个行业”。

  • 他有意保留余地地把宏观局面类比为互联网泡沫崩盘:pets.com 已经变成“pets.ai”,大量无足轻重的应用正在涌现,而“1000家公司里可能有999家”会因为替代品更便宜、更快而消失。如果裁员同时扩散,被裁员工可能发现仍在招聘的公司寥寥无几。

  • Kaufman 称这份备忘录是一次出于关切的“极度坦诚”:人们应该尽早知道真相,才来得及应对。他的执行标准很直接——“如果你还像在2024年那样工作,那你就做错了。”

2. 自由职业者可能比全职员工更具韧性

  • Labenz 起初认为,市场型工作更容易受到冲击,因为短期合作往往意味着客户背景信息更少。Kaufman 反驳称,自由职业自2010年以来已经从失业间隙的谋生方式,发展成一条正当的职业路径,而 Fiverr 上的合作关系也可以持续多年。

  • 自由职业者缺少组织提供的职业发展,因此会形成“自我学习的饥饿感”。他们会持续跟踪最新软件、技术和实践,因为收入直接取决于能否交付有竞争力的结果。

  • Kaufman 最有力的证据来自公司内部:自由职业者采用 AI 的速度“远快于我们的团队”。他们可以自行留出时间学习,也已经熟悉如何重塑服务、获取另一个客户,再进入下一个项目。

  • 全职员工拥有更多支持,但也可能更脆弱。Kaufman 认为,一旦被裁,从头重建职业生涯对他们来说可能在“心理上更难”,因为自由职业者早已习惯反复面对不确定性。

3. Fiverr 的横向供给是对冲品类毁灭的防线

  • Fiverr 成立时大约只有6个品类,如今已接近800个,绝大多数是数字化服务,且往往与创意相关:编程、设计、音乐与音频、数据、AI、写作和营销。沿途有品类消失,但也有数百个新品类不断出现。

  • 平台最初为微型企业提供微型服务,随后通过中小企业拓展到企业级业务。Kaufman 估计,《财富》500强企业中有80%–90%是客户,合作规模从廉价、零碎的服务,到约100万美元、持续6个月甚至一年的项目不等。

  • 因此,Fiverr“已经不只是一个市场”:复杂工作可能需要业务工具、代理机构、多名专业人士以及跨学科协作。Kaufman 的目标,是让平台从入门级供给延伸到复杂需求,同时不放弃任何一端。

  • 品类轮换本来就是常态,变化的只是速度。Kaufman 引用《经济学人》的一项研究称,2018年时,60%的现有工作在50年前尚不存在;他进一步表示,任何“刚刚发明一分钟的工作”,很可能都会首先出现在 Fiverr 上。

4. 稀缺的 AI 劳动力将是黑客,而不只是工具使用者

  • Labenz 提出“AI 侦察员”可能成为一种新职业:熟悉当前能力、边界、工具和可比解决方案的人。Kaufman 认同市场会有需求,但指出代理也可以完成侦察;他更宏观的判断是,“未来属于黑客”。

  • 他所说的黑客,会持续追踪最新进展,把新技术推到边界,主动把它搞坏,连接彼此不匹配的工具,并发现开发者遗漏的用例。Kaufman 的警告备忘录并不是写给这些人的,因为“他们已经在那里了”;他预计市场会慷慨地给他们定价。

  • Fiverr 已经出现模型训练、微调、定制 GenAI 应用、提示词,以及利用具备 AI 能力的移动硬件进行实验等工作。这些需求与传统的设计、写作和营销服务并存。

  • Kaufman 把基础 AI 看作正在商品化的底层材料:它一开始就是免费的,不可能比免费更便宜,同时 GPU 周期的价格正快速逼近极低水平。“黄金时代”应该属于其上层的应用;今天的市场仍处于 WhatsApp、Instagram 和 Uber 出现之前。

5. AI 赋予所有人超能力,因此不会形成持久优势

  • Kaufman 不接受“使用 AI 本身就能形成差异化”的说法:“我们所有人”都会获得同一种超能力。如果 Nathan 和 Micha 都能生成一份设计,AI 只是把所有人都抬到了“地面零点”。

  • 第一个持续存在的雇佣理由是时间套利。一个买家也许花2天就能学会某项任务,但支付200美元,让专业人士在2小时内完成,仍然可能是显而易见的经济选择。

  • 第二个理由是竞争优势。高手可能拥有更好的品味、更深的经验,并掌握更好的工具。买家如果想要超越所有人都能生成的结果,仍然需要差异化技能。

  • 第三个理由是复杂性:工作可能涉及多个学科、难以编排,或者根本不值得在内部建立能力。AI 会改变什么算简单、什么算复杂,但 Kaufman 认为这3种动机“没有改变”。

6. 创作者激励机制是人类进步的基础设施

  • Kaufman 的哲学前提从时间尺度开始:Homo sapiens 已存在约300,000年,但人类进步直到约500年前才开始呈指数级加速。他把这一转折归因于印刷术和更广泛的知识获取。

  • 分享之所以能够持续,是因为贡献者会获得回报。开源程序员表面上可能是利他的,但他们也会获得声誉、机会,以及看到他人延展自己作品的满足感;英国1710年的版权制度同样试图通过把署名权和商业化权利赋予创作者,来鼓励知识传播。

  • 生成式 AI 打破了这笔交易:它消耗“所有人曾经创造的一切”,重新生成内容,却既不提供署名,也不提供补偿。如果作品一经发布就“价值归零”,Kaufman 担心创作者会停止自由分享。

  • 核心问题是“谁处在中心?”Kaufman 希望人类处在中心,由技术服务人类;但如今的免费 AI 让人类变成训练材料——“如果你免费获得了它,那你就是产品”——这也引出一个问题:最终改善更多的是用户,还是模型?

7. Fiverr Go 把每个创作者变成一座生产工厂

  • Fiverr 的替代方案,是用单个创作者自己的作品集训练模型,而不是使用一个近乎无限的内容池。生成结果应当带有该创作者的标志性风格,让客户能够获得可预期的预览,同时把控制权和经济回报留在创作者手中。

  • Kaufman 用 Michelangelo 的工作室作比喻:拥有9或10名助手,并不会让作品失去 Michelangelo 的风格。个性化生成同样可以“把一个人变成一座生产工厂”,但不意味着机器取代了创作源头。

  • Fiverr Go 的助理既是销售、需求接待台,也是业务伙伴。它回答重复问题,评估匹配度和档期,收集需求,协助制定报价,研究市场定位,并可以等到出现值得创作者亲自介入的潜在客户时再叫醒自由职业者。

  • 助理接受自由职业者的个人资料、服务报价、订单,有时还有数万条客户对话训练。Fiverr 公开说明它是 AI,但刻意让互动具有人情味;Kaufman 说,买家有时会询问它是否真的是 AI,而它的转化率已经超过卖家单独回复时的水平。

8. 产品边界由还原度决定,而不是由 AI 新奇度决定

  • 助理是最自然的首个产品,因为它能移除创作者不喜欢的工作,让他们有更多时间创作。它全天候在线,也让自由职业者可以安心睡觉,不必留下潜在买家无人响应。

  • Fiverr 确定了约60个可能适用 GenAI 的服务品类,但 Kaufman 设定了一条门槛:如果系统无法达到约“90%的准确度”,无法还原某位创作者的具体风格,就不应代表这位创作者。

  • 因此,初始创作模型集中在规模较大的品类,这些领域既有足够的市场需求,也有足够高的模型质量:平面设计、配音、音乐制作,以及商业计划等复杂文本。Kaufman 强调,AI 目前仍无法可靠服务于所有品类。

  • Go 按应用产品的方式管理,几乎每天都会更新:新版本、新能力、漏洞修复、更低成本和更简单的工作流。Kaufman 反复拒绝把当前设计称为最终版本——Fiverr 何时真正做对,要由社区接受度决定,而不是发布会上的宣讲。

9. 个性化模型继承了 AI 的版本和控制漏洞

  • Labenz 以 Replika 为例,指出了关键的产品风险:升级后的基础模型可能变得更聪明,却不再像同一个个性化实体。创作者认可了某一版本,后继版本却可能不再代表自己。

  • Kaufman 接受这是“AI 的一个重大普遍漏洞”。Fiverr 负责管理底层技术,并在基础模型之上构建额外技术以降低暴露程度;每当供应商更新基础模型,Fiverr 都必须重新执行质量测试和压力测试。

  • 能力只是问题的一半,服从性也会变化。Kaufman 对比了可能“忤逆不听话”的 ChatGPT 3 和更顺从的版本4,同时警告说,大语言模型的边界仍然“很容易被尴尬地突破”。

  • 如果 Fiverr 达到潜在规模,每个创作者都可能设定不同的禁区——不接政治工作、不生成不适合工作场所的内容——AI 必须逐一遵守。Labenz 指出,模型开发者往往也会与用户同时发现新能力;Kaufman 认同,用户既在暴露漏洞,也在帮助更好的后继模型诞生。

10. 没人知道创作者所有的模型能否在 AI 达到同等水平后存活

  • Labenz 提出了一个尖锐的商业问题:如果通用 AI 最终达到顶尖人类的质量,买家还会不会出于对创作者的支持而继续为创作者所有的模型付费,还是必须由法律来维护人类的中心地位?Kaufman 的回答是明确的:“我不知道。”

  • 他的类比是数字媒体从 Napster 和未经授权的 YouTube 上传,走向 Spotify、Apple Music 和 YouTube Premium。只要合法访问足够方便,体验至少和侵权版本一样好,消费者就会付费;但他不会假设创作者模型也会沿着同一条路径发展。

  • 发布2个月后,Fiverr 已经在调整模型。Kaufman 强调的一项认知是,人们可能喜欢自己生成样品,但仍希望在涉及专业建议、好眼光和好手艺的业务需求上,有机会与真人交流。

  • Kaufman 预计监管最终会更新过时的版权制度,但不相信自信满满的长期预测:即使2年后的情况都很难外推,任何对10年后还确信不疑的人都是“江湖骗子”。他偏好的应对方式,是回到第一性原理并快速迭代。

11. 重复性操作应当消失,而判断力仍然稀缺

  • 当被问及哪些人类工作值得保护时,Kaufman 反对为了保留任务本身而保留任务。如果计算机能更好地完成重复性工作,人类就应该停止做这些工作,正如会计从用铅笔手工编制资产负债表,转向电子表格和复杂软件。

  • 在他看来,人类创造力不需要人为保护。更好的品味、更深的知识和真正的原创性仍会吸引买家;如果一个人的唯一优势只是操作一项所有人现在都会用的工具,“那就不需要人来做”。

  • 高端品牌甚至可能转向更定制化的工作,因为通用 AI 无处不在。Kaufman 提到 Coca-Cola 的 AI 广告:标题聚焦 AI,但据报道,制作过程涉及约500人、全球3家顶级代理机构,以及法律和合规团队。

  • Labenz 反驳说,先进系统可能已经具备有意义的理解能力。Kaufman 认为那只是更好的算法、模式以及0和1,而不是类人的理解;机器可以在不知道图像是什么的情况下生成令人印象深刻的作品,最终仍要由人类判断这些产出对人类是否足够好。

12. AI 应提升市场流动性和组织执行速度

  • 在市场效率问题上,Labenz 询问 AI 能否减少搜索、发现、匹配、谈判、信任和转化摩擦;Kaufman 给出了他最少保留的回答:“可以。” Fiverr 已经深度使用 AI 进行撮合,但他拒绝透露竞争细节,并预计 Amazon 等其他平台也会尝试更激进的重构。

  • 这份内部备忘录在最初约36小时内引发了不同反应:对高级用户来说是确认,对部分人来说是既有恐惧得到验证,对另一些人则是真正的当头棒喝。员工带来了演示,询问如何衡量进展,并通过与 Kaufman 的开放交流寻求 KPI。

  • Kaufman 也通过亲自试验来领导团队。当团队估算一项开发任务需要3周时,他给自己3小时,尽管形容自己生疏且平庸,仍带着结果回来,重新设定了讨论基准;如今他设想 Fiverr 要么快5倍,要么尝试完成5倍的工作量。

  • 工程、营销甚至法务的招聘也遵循同一标准:当前的技术熟练度,比资历深浅更重要。大学可能仍能提供社交生活和校友网络,但极度好奇的人可以在网上免费学习;Kaufman 最后的基调不是末日,而是乐观——“我玩得很开心”,因为这场剧变在智识上极具挑战。

Nathan Labenz

Hello and welcome back to The Cognitive Revolution. Today, my guest is Micha Kaufman, founder and CEO of the international freelancing marketplace Fiverr. He’s recently launched an interesting new suite of AI products called Fiverr Go, staked out one of the most notable values-based positions for how his company intends to use AI to empower human creators, and published what began as an internal company memo meant to wake team members up to the “unpleasant truth” that AI is coming for your jobs, adding, “Heck, it’s coming for my job, too.”

As rapidly improving AI capabilities and even faster-falling prices enable startups to disrupt all sorts of markets everywhere all at once, Fiverr Go stands out as an attempt not to maximize the value-to-price ratio for customers, but to empower the freelancers who have powered the Fiverr marketplace over the last 15 years. Today, that means providing freelancers—who, interestingly, Micha notes, are very often eager early adopters of AI tools and, in some ways, much better prepared for the AI era than most salaried employees—with custom AI assistants that can help them engage and serve more customers more efficiently.

It also means providing personalized image-generation and text-to-speech models that are meant to ensure that the platform’s many graphic designers and voice-over artists maintain control over, and can continue to monetize, their own distinctive styles and sounds. For a sense of just how different Fiverr’s positioning is from most of what we hear in the AI space today, listen to a bit of the keynote presentation where Micha announced Fiverr Go.

Micha Kaufman

If everything you create, the moment you create it, has zero value because AI sucks it up and turns out generative stuff based on you without giving you credit, without giving you the opportunity to gain from it, then my fear is that people’s motivation to create is going to drop to zero because there’s no value. So why would we create?

I think that a future that doesn’t motivate people to create could be a very, very dark future. What the Fiverr team has built is truly remarkable. Very few teams in the world can build this. But this doesn’t mean we think it’s perfect. It will be perfect when you say so, and our commitment is to continue trying until we get it right.

We always thought of Fiverr as a movement, and every movement needs a reason to exist. Ours is you guys. So we know that you’re going to love them because we’re not going to rest until you do.

The idea of the creation model is not to replace you. It’s not taking your voice. It’s not taking your art. It’s not taking your content. It is providing samples for customers to make them feel more confident about making a deal with you. It’s a conversion tool.

You guys are going to make more money, not necessarily by working harder, but smarter.

Nathan Labenz

Now, this is obviously an attempt to position Fiverr for success in the AI age, but as you’ll hear in this conversation, it runs much deeper than that. Micha is trying to find a way to continue to motivate individual humans to contribute to the collective project of knowledge and culture-building that has advanced the human condition so spectacularly over the last 500 years.

That motivation and sense of contribution, if I understand him correctly, he sees as an intrinsic good that can’t fully be substituted for with AI-provided abundance. Obviously, it remains to be seen how well this human creator-centric model will fare in the broader marketplace, but I really do admire the fact that their approach is motivated by an aspirational sense of how the AI future ideally should be, and not simply by a values-free economic analysis of what is supposedly inevitable.

He’s humble enough to admit that he doesn’t know if the current approach will work. But as all leaders must in the AI era, he promises to keep iterating as fast as possible in pursuit of an AI-human hybrid model that’s both successful and sustainable.

At a minimum, Micha and his team have done something many might have thought impossible: They’ve launched a suite of AI products that freelance creators don’t hate. With some luck, their example might inspire other platform owners to attempt to defy market pressures and concretize their own dreams for a positive AI future.

I expect major disruption and intensifying competition, not just in the freelance labor market, but in many parts of the economy and even at the level of international relations. My goal is to help people understand AI on its own terms from as many different perspectives as possible, so we can avoid the dystopian scenarios of human disempowerment and instead, with AI’s help, live the lives we’ve always dreamed of.

Micha Kaufman, founder and CEO of Fiverr, welcome to The Cognitive Revolution.

You have, I think, for 15 years been building and leading this marketplace of international, bite-sized work projects. You can, of course, elaborate and tell us more about all the things that go on in the marketplace, but you find yourself in a very interesting position where, of course, AI is coming for all of us on some time scale.

I thought maybe it would be a great place to start with the memo you just put out. I don’t know if you intended to publish it originally or not, but it was a memo to the company that essentially said, “Okay, guys, this is the wake-up call. If you’ve been waiting for one, here it is.”

I’d love to hear your perspective, for starters, on this wake-up-call moment that maybe everybody should be tuning into as AI gets more and more powerful.

Micha Kaufman

Thanks for having me, Nathan. This is going to be, I think, a very interesting conversation.

Look, one of the things that I wrote in my email is that what’s going on with AI is really the fact that it’s transforming the way all of us work, but it’s also redefining the new norm, or the new ground zero, from which we need to operate.

What I wrote in the email is that we need to understand that things that were considered easy tasks will no longer exist, what was considered hard tasks will be the new easy, and what was considered impossible tasks is going to be the new hard.

Therefore, I think that this is creating a new standard where, if you’re entry-level at something, or if you’re mediocre or even average, you have an issue right now. You have an issue.

I think that this is a wake-up call for all of us. I said that AI is coming for all of us. It’s coming for me. It’s coming for my job. I think that this forces all of us to adopt this AI-first mentality, where we force ourselves to learn new technologies, figure out how we can improve our performance, and, in that sense, do more.

My expectation from myself and from others is that we’re just going to do more. We’re going to increase our output per unit of time, and our quality as well. Those who are not going to be able to do it are going to find themselves out of the industry.

I’m not threatening anyone. I’m not trying to scare people that maybe they’re not going to have a job at Fiverr. I’m not trying to scare our freelancers, which this letter applies to as well, by saying, “You guys are going to be out of a job on our platform.” It’s saying, “You guys are going to be out of jobs in the industry,” which is very worrying.

Yesterday, Shopify—I mean, we didn’t do this, but they’re talking about layoffs of 10%. I think it’s going to be a snowball. In many ways, what we’re seeing right now—and I may be right, I may be wrong; this is just me—is the equivalent of the dot-com crash back in 2000.

It used to be Pets.com. It’s now Pets.ai. There are endless amounts of trivial things that are going to be done with AI. Nine hundred ninety-nine companies out of 1,000 that are doing AI are not going to be here because they’re doing things that are going to be interchangeable with other things that are going to be even cheaper, even faster, even whatever.

The reality is that you need fewer entry-level people and more people who know how to increase their capacity and know how to work with technology to do more, because the bar is just higher.

I think that this, much like 2000, could be a snowball effect where you see companies starting to lay off people, and those people don’t have places to go because everybody is firing people. Everybody’s trying to figure out how to upgrade their game with technology.

I’m not happy about this.

It's just that I'm calling things for what they are. And I may be wrong about this being the equivalent of the dot-com era, but I don't think I'm wrong about the expectations we have of ourselves to be able to use these new superpowers, these super tools, to achieve more. That's why I thought this was really important to share with the team, because I believe in radical candor. Radical candor comes from care: you tell people the truth because you care about them, because you want to give them the opportunity to first understand reality and then figure out what to do with it.

I've also included some high-level tips on how people should think about this. But I think the overarching idea is really to take this AI-first approach. If you're still working like it's 2024, you're doing something wrong, because that's no longer the case. It's evolving at a head-spinning speed.

Someone asked me if I think technology, or AI specifically, will replace people. They've asked me this about employees, and they've asked me this about freelancers. I said, "I don't think it will," but I do think that freelancers who master AI are going to replace those who don't. Essentially, those who are going to be masters in their skills are going to replace those who are entry-level or are just getting dragged behind.

Nathan Labenz

I think it's going to be really interesting to unpack this at three levels. You obviously are leading a public company. You have very high context and a high emphasis on judgment, and your role is about—correct me if I'm wrong—but is typically described as making a few big decisions, right? That's really what matters most. Maybe it's also setting a tone and culture at the company.

Then you've got a whole full-time team that's building the platform, and these would, by any measure, be considered really good jobs. In the US, for the last 10 years or more, it's been sort of the ticket to the American dream: learn to code, get a job at a tech company that'll be stable and high-income, and you won't have anything to worry about. It'll be great. That's maybe under a bit of threat.

Then, of course, you have the actual freelance marketplace itself, where presumably the threat is most immediate, if only because—I wouldn't necessarily say that the freelance jobs are less skilled, but they're definitely lower-context in terms of how much information they really have about the client and the situation. There's sort of a low-context bottleneck that's assumed in these kinds of freelance, relatively short-engagement marketplaces.

Should we work from the marketplace up, or should we work from your position down? What do you think is the more interesting trajectory?

Micha Kaufman

I don't know. You choose. My take on this is, look, when I started Fiverr 15 years ago, in 2010, freelancing was something that people mostly did in between jobs. It wasn't a full career. I think that this has changed in the past 15 years. Now it's a career, it's a lifestyle, and it's a very legitimate choice. Some of the most talented people I know decide that this is what they want to do.

The context is an interesting question. What we've seen from our platform is that a lot of the relationships that get nurtured over time on the platform remain, sometimes over years. So I think that context is less of an issue. In many ways, freelancers are not more exposed to the risk of being displaced by technology. Sometimes, in many ways, they're actually ahead of the curve because they don't have anyone to teach them anything.

They don't have the safety net of an organization that does career development and all of that. Instead, they have a hunger to teach themselves and learn everything as they go. They know all the best software, all the best tools, all the best practices, and all the best techniques. In many ways, one of the benefits that I think our customers get when they work with freelancers is exactly this: you're getting the most up-to-date, latest version of a profession.

So I wouldn't say that their exposure is higher. Plus, they've gained the discipline and the know-how to be very agile and adaptive, and to reinvent themselves very quickly. If you think about full-timers, again, they have this safety net and this supporting environment. In many ways, I think that if they do get displaced, getting up from the ground and building themselves back up is going to be mentally harder for them than it is for freelancers who are used to gaining the next customer, doing the next project, and learning the next trick.

So I'm not sure if the exposure is different, but I think it finds them in a different situation and a different environment. In many ways, I think freelancers are actually quicker to adapt in the case of AI. I've seen freelancers adapting to AI much faster than our team, which is just a proof point of what I've said. In that sense, I think they're a little more self-educated, and they have slightly better control over their time. They can decide to set aside time to learn new things and keep themselves competitive.

Anyway, we can take this from any direction you want.

Nathan Labenz

Yeah, I think that's really good context, and it makes sense, though I hadn't intuited it myself. Just the fact that freelancers are responsible for outputs and are getting paid for outputs puts them in a mindset where any tool that comes along, any edge that they can get, or any way that they can serve more customers in the same amount of time is going to have a very direct impact on their personal bottom lines. Whereas, obviously, in full-time jobs, that link is often a lot more indirect at best.

Right. So that does make a lot of sense to me. Let's maybe do the marketplace level first, then go to your executive level—what you're doing—and then how you're trying to translate that into the full-time team at Fiverr. Maybe just for starters, could you characterize the marketplace? There's a ton of categories, and I browsed around a bunch, but if you weight it toward where there's the most activity in the marketplace, who are the buyers, who are the sellers, and what are the most common kinds of jobs being done?

Micha Kaufman

Sure. Historically, when I started the company, there were very few categories. I think we launched with about 6, which is now closer to 800 different categories. The overwhelming majority are digital services. We don't do physical services, and most of them are creative. So anything from coding to design, music and audio, data-related services, AI-related services, and marketing services—really, it's a whole world. We've created this SKU system that allows us to create basically an infinite catalog of different services.

Actually, when we started, we started with microservices for microbusinesses. This was the beginning: tiny services, the things that are really bite-sized. Over the years, we've been growing both the supply chain and the types and complexities of projects that we tackle, and with that, the types of customers that we have. We started with microbusinesses, went through SMBs—small and medium-sized businesses—all the way to enterprise businesses. We probably serve 80% to 90% of Fortune 500 companies as customers.

At the beginning, Fiverr was primarily a marketplace. Right now, it's more than a marketplace. It's a platform where the marketplace is still a substantial portion of our business, but there are also other business tools that create this whole platform. In cases where we run very complex types of projects for our customers, the marketplace is not necessarily the obvious choice. Sometimes it's more about orchestrating multidisciplinary projects through different types of sellers or talent, and sometimes it involves agencies.

So you can find simple and very cost-effective types of services all the way up to a million-dollar transaction that could last 6 months, sometimes a year, span quarters, and be managed much more on an enterprise level. I think that is exactly what I wanted to do. I didn't want to move Fiverr as a platform from one audience to another. I wanted to extend it from entry-level all the way to the most sophisticated types of needs and the cutting-edge talent. Obviously, all of it is connected with price, time, quality, and all of this, but this is exactly the type of skills and technologies that we've built as a platform over 15 years.

Nathan Labenz

So, how have you seen AI impacting the activity on the platform? You could imagine that, as we've already alluded to, existing service providers can do more with less. You could imagine that new people might show up and try to arbitrage the situation, even if they personally don't know how to do graphic design or voice-over. They could show up and try to provide it with AI and maybe not even tell anybody.

You can imagine that the mix of types of jobs flowing through might change. We've had this, by the way: I have a company called Waymark, which does video creation for small businesses. We used to offer a voice-over add-on service before we had any text-to-speech that was good enough to work. Now, of course, we have AI text-to-speech built in.

We have definitely seen a very substantial shift. It was always a minority of people who would opt into the paid voice-over service, but the volume of that service has dropped tremendously as people have found that, in many cases, the AI is good enough for their needs. It's also instant and has a lot of advantages included for free. You can imagine that the mix of services might be shifting, or you can imagine all of the above and more. What have you observed in terms of AI's impact on the platform so far?

Micha Kaufman

Yeah, you know, it's kind of like asking a captain in mid-sea if he's experiencing the storm. It's ongoing, and I think that what we're seeing right now is going to make it very hard to make deterministic judgments about the current state of things because it's rapidly evolving. I think we're in the eye of the storm, and it's going to take time to figure out where this is going to start stabilizing. We're also pre-regulation, so it's basically the Wild West right now.

We can talk about this because a lot of it is crazy simply because it's breaking 500-year-old constructs. But there are obviously dynamics that we're seeing, which, by the way, are not new for us. As I've told you, we started the company in 2010 and launched with 6 categories. We now have close to 800. It doesn't mean that we didn't have hundreds of them go away, but many, many new hundreds appeared.

The dynamics of a horizontal marketplace are the reason why we can sustain a very successful business: We can shift between different categories very, very fast. What's interesting is that we always, as human beings—not necessarily as a company, but as human beings—fail to predict what the future jobs are going to be. Not even in 5 years; in 6 months or a year, it was impossible for me to see the explosion around crypto and NFTs.

NFTs burst into our lives. It lasted a year, but this was a crazy year. Everybody was all over it, and then it went away. That's fine. I read research in The Economist that stated that, in 2018—and this was before modern generative AI and LLMs—60% of the jobs that existed in 2018 didn't exist 50 years ago. Sixty percent is mind-blowing.

Think about the jobs that sustain over generations, but now it's going to be even shorter cycles. I think the only thing that changes is the velocity of change. As long as we, as a marketplace, can respond very quickly, and the talent in the market can respond very quickly, then this is just the ordinary course of business. It's not shocking; it's just the way things are.

People talk about the risk of work being displaced and living in a world without jobs, and all of that. I appreciate where this is coming from, and maybe it's right. Who knows? I'm not trying to predict. I don't think I'm presumptuous enough to make a statement that I think is half right.

The reality, if we look historically, is that every wave of transformation that came from technology eventually created more jobs than it displaced. There's a lot of research about this. Maybe it's wrong. Maybe I'm wrong. Maybe someone else is wrong. I don't know. I'm a captain in mid-sea, and it's stormy. It's hard to see.

But if you apply common sense and history—and I'm not saying it's the same as the Industrial Revolution or the automation revolution, where people had the fear of humans being displaced, and it essentially created more jobs than it displaced—AI is a little bit different. It is not just producing stuff; it's actually self-generating and generating on its own without being prompted to do so. If it's not doing this enough right now, it's going to do a lot more of this in the future.

It's slightly different from previous transformations. But my assumption is that whatever technology will go to the place of humans to continue feeding that technology, refining it, developing it, adopting it, applying it—whatever it is—is going to be such that we just don't imagine what those jobs are going to be. But here's the news: They're going to be on Fiverr. That's for sure, right?

They're going to be on Fiverr probably first because that's the machine that we've created where, if there's a new job that was invented a minute ago, you will find it on Fiverr. That's kind of how we allow our community to stay relevant.

Nathan Labenz

Do you have any? One that I can't resist floating is the AI scout. That's sometimes what I describe myself as: in a fast-moving environment, what is the right tool for the job? What is AI even capable of right now? What's still out of reach? What's the best example of somebody who solved a similar problem to me?

That feels like a job that more and more organizations are going to need. I kind of do that on an ad hoc, freelance basis myself these days. It feels like more companies will bring it in-house, but a lot will probably also need point-solution expertise to scout out a particular problem set. Do you see any of that? What other new AI jobs are you starting to see flicker onto the platform?

Micha Kaufman

Yeah, look, I think scouting is one, but you can always claim that you can create an agent to scout for stuff and whatever. What I do think is that, at least in our space, the future belongs to the hackers. To me, that's what I think. Those who are going to be the most resourceful people, when you see one, it's very easy to recognize.

First, they're naturally born as scouts, which means that they always know what's latest and greatest. Second, it's not just that they know what's latest and greatest; they've taken it to its boundaries and then broken it. They know how to mesh things. They know how to connect different things and make them work together. They always find the use cases that the actual developers of the technology didn't think of.

I think the future belongs to these people. I have many, many of them on the team. These guys are not scared. They're not even concerned. This email wasn't for them; they're already there. I think that, in any area, having this hardcore hacker mentality is going to be in very high demand. These are going to be the people that you pay for, and you pay generously.

As technology develops, not everybody is a scout. Not everybody is familiar with every tool. Not everybody is a prompt engineer, or at least a good one. It takes time. You need to familiarize yourself with different tools and master them, so I think there are a lot of opportunities for people like that to provide this service to others.

We're seeing some of that on our platform. We're seeing all kinds of things related to modeling, training, and fine-tuning, as well as building specific generative AI applications for customers and doing all kinds of funky stuff with mobile because it has AI chips in it. AI is being commoditized as we speak. It started out for free.

You can’t get cheaper than free. Essentially, because of scale, it’s a race to the bottom. It’s microcents for GPU cycles, whatever; that’s very basic technology. But there are incredible applications that you can actually build on top of it, which is going to be the golden era of AI.

I don’t know where we are right now. We’re not there for sure. I told you, it’s like the dot-AI bubble. I don’t know how long it’s going to last, but eventually, I’m interested in finding out where the next killer app is going to happen.

If you think about social as an example, you think about Facebook, Meta, or Instagram. You think about how the high bandwidth of cellular plus iOS has enabled this entire ecosystem, and you say, “Okay, if you take the cumulative worth of the apps on the App Store, they’re worth a lot more than Apple itself.” That’s the power of it. Apple is the underlying technology—the iOS plus the cellular network—but essentially, what’s interesting is what’s going to be built on top of it.

We’re pre-WhatsApps, Instagrams, and Ubers that were built on top of that technology. I think that right now, we’re in an exploratory mode, and a lot of our customers are in that mode. They need people to help them with a big variety of things. Plus, they do need to continue buying what we call ordinary services, like graphic design and writing, believe it or not, and marketing, whatever it is.

Again, the reason is—and this is something I’ve been trying to explain to people—that AI is incredible, no doubt. It’s giving all of us superpowers, but all of us. It’s basically ground zero. We don’t have an advantage. Nathan, you don’t have an advantage over me or over someone else just because you use AI, because everybody uses AI.

It gives you this idea: “Oh, you can design yourself.” Well, so can I. But what would make your design or mine stand out? What is the competitive advantage? I think that people go to other people for that in many ways.

Actually, I can give you a framework for thinking about why people go to other people for things. It’s very simplistic, but I think it speaks a lot to what we’re seeing with AI. There are probably 3 reasons why people go to other people for something. By the way, it’s true today. It was true 15 years ago when we started the company, even with AI and everything that happened along the way.

The first reason is arbitrage of time. Can I do something on my own? Sure. Do I need to learn how to do it? Maybe. Do I need to take time to perfect it? Yes. I don’t know—maybe it’s 3 hours, maybe it’s 3 days.

There’s a dude who knows how to give me this in 2 hours, and it costs $200. What’s my time worth if I spend 2 days? It’s a lot more. That’s a good arbitrage. Do it for me. Plain and simple. It’s easy. That’s the first reason.

The second reason is that even if maybe I can do something, maybe I can’t, there’s one thing for certain: I don’t know how to be a master at doing that task. I need a competitive edge. I need to be able to produce something that is better than what others can produce so I can compete.

You want the prettiest girl in school. You want the fanciest car. You want to fly business. You need an edge. You need to compete. It’s competitive. I’m not inventing anything. This is human beings.

You go to someone who has better taste than you, who has better command over the fanciest and best tools. You do it because they’ve gained a tremendous amount of experience in things that you haven’t experienced. So this is number 2: arbitrage of time and then competitive edge.

Number 3 is complexity. Maybe I can, maybe I can’t, but it’s freaking complex. It needs orchestration. It’s multidisciplinary. It’s too many things.

Maybe it connects to number 1: it’s not worth my time. Maybe it connects to number 2: I’m not good enough at it. But it’s complex. This is why you go to someone who’s actually going to take this out of your hands and just give it to you.

These things haven’t changed. Maybe the content of what’s considered complex or easy has changed. Maybe the type of specialization that you need has changed, but it’s the same thing. These fundamentals haven’t changed. Maybe, as I’ve said, the categories of content have changed. Maybe the definition of what was easy or hard is now different. But these are the motivations, and those have stayed constant, in my view.

What AI has done is just elevate the starting point, where none of us has an advantage.

Nathan Labenz

Yeah, I sometimes describe AI as a great leveling of a lot of different playing fields. One video I would honestly recommend people go and watch is your announcement of the Fiverr Go platform. I thought it was a really interesting positioning, where you’re introducing a bunch of new AI tools to the marketplace, but also very much centering the existing community that you have and saying, “We want this to work for you. If it’s not working for you, it’s not going to be working for us either.”

You’ve described the buyer motivations for why people want to delegate and hire work done by other people. Tell us about your strategy for bringing AI to bear in service of the community that you have, as opposed to what so many others are trying to do, which is create an alternative to working with humans. You’re creating a sort of new way to work with humans.

Micha Kaufman

Yeah. To explain my motivation, or why we’ve done it in the first place, I need to get a little philosophical. I don’t know if you have the patience.

Nathan Labenz

Yeah, we’ve got time.

Micha Kaufman

Here’s my take, and why I think it’s important to have an informed way of thinking about technology, how you use it, and the implications that your decisions are going to have—not just in the immediate term, but also slightly longer term.

What’s interesting is that, obviously, I’m the CEO of a public company, which is very much tied into technological trends and developments, and you think about how technological developments affect people’s work. But I’m also a human being. I’m also a dad. I’m also a creator.

As I was thinking about what’s really interesting about how AI burst into our lives, even though, as a company, we were using AI for 10 years, it wasn’t called AI. It was called machine learning. It was called algorithms, whatever. But what’s interesting is this: If you think about the advancements that we’ve made as a species, Homo sapiens have been around for 300,000 years.

But if you look at the arc of advancement, it started accelerating about 500 years ago. That’s it, out of 300,000 years. It doesn’t mean that we didn’t advance as a species before that, but it was very gradual and pretty linear. About 500 years ago, it started becoming exponential.

What triggered this was the revolution of the printing press—the Gutenberg press. What was it, like 470 years ago, approximately? What this allowed was more widespread access to knowledge, which made people more intelligent. But it also inspired people to think about things that they didn’t even imagine; they didn’t know existed. This really accelerated how we progressed as human beings.

I think the latest manifestation of that is the actual internet. If you look at the motivation to share as a way of progressing, look at open code, open-source code. It feels almost altruistic, but it’s not. People get recognized for it. They get opportunities because of it. Their work is continued, and it evolves over time, which I think is really incredible.

This is how we’ve progressed. This is how we came up with AI eventually, because of this arc—this exponential arc of advancement.

But here’s the thing: This is because people are motivated to create and share. The British actually understood that very early on after the invention of the printing press, and they decided to put the Copyright Act in 1710. The idea was—and this was called the Act for the Encouragement of Learning, or whatever—but the idea was that you wanted to motivate people to create and share by actually telling them, “Okay, great.”

If you created something, your name is going to be there. The creation is going to bear your name forever, for eternity. People know that you're special, and you can actually see how you impact others. You can also commercialize it; you can decide what to do.

What's really interesting about what happened with the way AI was designed in past years is that it just eats up everything everybody has ever created. Everyone's creation is just getting eaten by AI. It's getting regenerated and turned out, but there is no reward and there is no recognition. AI doesn't tell you anything: Who made this? It doesn't give you any compensation.

I'm thinking, all right, that's great. It's a buffet. It's all you can eat. It's amazing. Who cares? Well, you talk to creators and they say, "I kind of care. Will I be motivated to continue sharing my creation if this has zero value? The moment I publish something, it has no value. It's getting eaten."

This made me concerned, or at least I don't want to have a blind spot about the longer-term implications of AI the way it's designed right now. So what we've done with Fiverr Go, and in the keynote that you've mentioned, is really to talk about this and say, "We need to decide." I think there is a burning question here, which some might say, "Okay, great, we're going overboard philosophically." But in my view, the way I'm looking at it, there's one question. I've alluded to it in the keynote, and I said there's one important question: Who's in the center?

My view—and maybe some people hold a different view—is that humans are the center of the universe. Everything else is just—I mean, we should preserve our environment, but everything serves us. We're the center, and as long as we are, everything else should serve us.

I think that the way AI is designed right now, I'm not sure that this is the case. AI is still not a being, okay? But over time, it will have its own thoughts and ideas, and it's going to teach itself whatever. It's going to be like an entity. Does this entity revolve around us, or do we revolve around that new entity? If we do, then we're not the center of the universe. It is the center of the universe.

By the way, right now, the way AI is designed is that we are the product. AI is not the product, because it's free. We're training it. We're contributing stuff to make it better. Do we gain in the process? You ask a question and get an answer really quickly. Who gains more? Who's becoming better—you or it?

My view is that, at least, let's think about this and figure out if there are other ways of doing this. What we've offered with Go is just a different approach: We think we love the technology, and we think it's incredible, but we also want to experiment with giving this technology to our creators and saying, "Instead of giving away your creation to train this infinite model, train your own model."

It's going to be Nathan's model for creation, and its corpus is going to be your world of creation. It's going to be your body of work, and it's going to be very, very true to your unique signature and style.

What's interesting about this is that, for customers, it gives them a very predictable outcome. For creators, it's your model; you do with it as you please. You get the reward because, basically, sure, the model is doing regeneration, but it's regeneration based just on you.

Even Michelangelo had 9 or 10 people working in his workshop. It doesn't make his creations less Michelangelo-like, right? So, essentially, this is how we experimented with it. Instead of being a threat, it becomes your tool to do more, extend your capacity, and turn 1 person into a production house, while also giving instant gratification to customers.

The other portion is really to design this super-powerful personal assistant, which is not just assisting you by interacting with customers, answering the same questions over and over again, giving offers, and doing the intake of information. It's also a business partner.

It allows you to do all kinds of things that you had to do manually, like research on the platform to figure out how to reposition yourself or fine-tune your services and offerings. This is going completely crazy, by the way. The performance that we're seeing from the personal assistant on Fiverr Go is just mind-blowing. This is beyond expectations for such an early product.

But as I've said in the keynote, this is just an early version of a take on how you can design AI. I don't know if it's the right one. I'll know it's the right one when our community says it is amazing, and we'll get there. It's an iterative process, but at least I think it's a callout to other AI thinkers and designers that maybe we can do it. Maybe we can have a different take on AI.

Right now, I think it puts a lot of creative people in a situation where they're confused. They don't know what's happening, and they're discouraged from creating and sharing. I don't want to go back to living in a world where people are not sharing freely because they feel that it's devaluing them.

Nathan Labenz

I think, first of all, I applaud you for getting philosophical. More business leaders should be getting philosophical, and, for that matter, more business leaders should be more candid with their teams about just how big of a deal they perceive this whole thing to be.

I think a lot of that is happening at the executive or board level, but then it's, "Is it really time to tell the team? We don't want to scare them, and we don't necessarily feel like we have the right inspirational message yet." Personally, I think society needs more leaders to get out there and take some shots at various strategies. As you said, is this the final form? Maybe, maybe not.

But I think we're all well served when people try something, because burying our heads in the sand and denialism is not going to work for all that much longer.

Micha Kaufman

No, I agree. When you think about conception, the way we interact with devices, different form factors, technology, and the internet is changing.

Look, up until 2 years ago, for 20 years, the internet was Google. That was it. This was the starting point. What do you do? You open a browser, and it's Google. It's the search bar, and that's how you do it.

Right now, if you do a keyword search and get links, what is that? It feels like 1990. Who wants to get links and click on stuff? It feels outdated, right? There's much more of an LLM form, which, by the way, I think is going to last for a while, but it's going to be replaced by different forms of interacting.

Is texting with AI the best way of interacting? I don't know. Maybe not. This also begs the question: Do the things that we know, the things that have existed forever, stay the way they are?

I don't know. A marketplace—will we continue going on Amazon, doing a search, and seeing a billion results? Is this going to be the experience, like going into a very ordinary catalog? I don't know the answer, but I'm betting it's going to be slightly different, if not very different.

I think all of us as companies need to challenge the status quo and our conceptions, iterate, and be very, very quick, with a very high velocity of testing. There aren't yet any best-practice formulas or blueprints that work.

But that's also the fun in being an entrepreneur right now. It's a playground. It's amazing.

Nathan Labenz

This gets me to what you've mentioned: You've been doing this for 15 years, and it doesn't get old. It feels like day 1. It's a playground.

Obviously, there are threats and concerns, blah blah blah, whatever. But the upside of this—oh my God, it's incredible.

Could you give a little insight into how you picked the initial product suite for Fiverr Go? You've got the assistants, which are, as you said, kind of the customer service agent and business partner for the freelancers. You've got the models that they can train, which I've seen applies to visual art—presumably taking a foundation model and fine-tuning it, or using some sort of LoRA technique on the individual creator's previous output—and then a similar thing for voice-over and music as well.

How did you go out and say, "Okay, there's an infinite universe of things we could try to bring to the marketplace. Which ones actually make the most sense?" What was the framework for ultimately reaching that launch bundle?

Micha Kaufman

The personal assistant was pretty obvious. I don't think it's just customer service or customer care. It's your salesperson, and it allows our creators to spend less time doing the things they like the least, such as responding to initial messages and collecting information about the customer.

It's not that they don't love their customers, but this is just the intake and the filtering. It's answering the same questions all over again, fitting the customer's needs to their skills and availability, and figuring out how to price things.

So it's much more than just attending to customers in a very simplistic way, and it's super powerful. The assistant knows when the freelancer is actually online.

Sometimes the assistant would decide on its own to ping the freelancer, saying, “Nathan, there’s a really interesting customer, and I think you should join us,” and it would ping you to join the conversation. Sometimes it’s just allowing you to sleep and get recharged. It’s really important, and it frees up more of your time to actually create, which is what you’re passionate about.

Look, this is a conversion machine. It converts so much better than the sellers themselves. And, by the way, it’s them, because the personal assistant is trained on you—just on you. Your offerings, your profile, your entire history, sometimes tens of thousands of conversations with customers, your orders—everything. It knows everything about you.

And it’s instant. It’s always up, awake, and available. What we found is that by humanizing the assistant, we eliminated, I think, the initial propensity—I mean, people hate talking to bots. Let’s clear that up: if you create a bot, they’ll hate it. So we humanized it. We’ve done, I think, really smart things with the technology behind this, which people love.

Sometimes they get confused because we don’t disguise the fact that it’s an AI assistant. Sometimes they’re like, “Are you really AI?” They ask the question because they’re not sure. It’s like a human being, and it has the characteristics; it responds to all kinds of things. It’s really interesting.

This was obvious. Then we had the creation models, and we said, “Okay, great.” We found 60 different categories of services that we can apply generative AI to. By the way, there isn’t AI for everything right now. Maybe over time there’s going to be more and more. People talk about the idea of agentic AI and, ultimately, AGI and all of this. I’m happy to talk about my view on this, but it’s not going to be very different from things that you’ve heard before.

We focus on the areas where we think AI can give results that are going to be at least 90% accurate or true to the actual creator. If the AI technology that we’ve used, manipulated, built on top of, and mashed with other technologies doesn’t produce a 90% score of accuracy for your specific signature, it’s not going to be there. We started rolling out those different categories where we had sufficient confidence, because we don’t want the generative AI to misrepresent the creator. That would be terrible.

It’s not perfect. Since we launched Go, the way I’m approaching this is that Go is an app. We issue app updates every day. We launch new versions of it, add capabilities, fix bugs, make it simpler to use, make it quicker, make it cheaper—we make all of it better. Over time, it’s going to be able to do more stuff, and we’re going to add more capabilities to it.

This was the strategy. All of these categories that you’ve mentioned are large categories, including complex text, like business planning and stuff. Graphic design is one of our biggest categories because it’s one of the biggest categories out there in the world. The same goes for music and music production, and voice-over in particular. These are big categories, and this is where we’ve also seen AI making some really nice progress.

Nathan Labenz

How do you think about upgrading these things over time for people? I understand that you have a sort of commitment to you—as the freelancer on Fiverr, you shouldn’t have to worry about all the technical details, right? This is one of the big value adds that you want to provide: making it simple for freelancers to take advantage of this stuff.

One thing I have observed, though, in some other context—I don’t know if it will apply here or not—is that sometimes a model upgrade, quote unquote, comes along and people have very different feelings about it. This famously happened with the app Replika, which is a special case because it’s your AI friend. When they upgraded the model, it got smarter, but people were like, “This is not my friend anymore.”

I wonder, as you create these bespoke, highly individualized models that people have deemed, “Yes, this represents me well enough that I’m willing to have it be the first taste of my creation that a potential customer might see,” do you have a concern, or is there a process for how the foundation model gets swapped out? Will everybody need to opt in to the next version? How do you think about that? For most people, it’ll be an upgrade, but for maybe some people, it’ll feel off somehow.

Micha Kaufman

You’re touching on, I think, a big vulnerability of AI in general and those who design it, and that is compatibility between different versions or models. Since we said that this is on us—meaning we need to make sure that you have the latest and greatest technology, but in a way that would not do you harm—it’s on us to put the right processes in place to make sure that if we do change the underlying technology, we don’t create problems for you.

Bear in mind that it’s never just the pure technology. We’re always building technologies on top of it, which means that we’re somewhat less exposed to differences between models. But this is, generally speaking, an issue.

If you think about the difference between GPT-3 and GPT-4, it’s interesting because one of the issues was that GPT-3 was insubordinate. You would tell it to do stuff, and it would just laugh in your face. It would do the opposite. Then came version 4, and 4 was really compliant; it would just do what you told it to do. There are nuances in that, and this is one issue.

The other issue that is very big is giving models boundaries: “Okay, this is what you do, but these are the things that you will never do. It doesn’t matter what they tell you. No, you don’t do it.” If you’ve played enough with LLMs, you know that it’s super embarrassingly easy to break them and make them do stuff they’re specifically designed not to do.

I think this is another area of complexity where you need to not just make sure that they produce good-quality stuff and stay true to their basic function, but also that they don’t go outside of that function. For us, it was really important. Take graphic design as an example. Let’s say you’re a graphic designer and, in your service, you explicitly said that you’re not going to do anything that is not safe for work, or that you’re not going to do political stuff. But AI is AI, whatever. You can’t have AI be noncompliant with its creator.

When you have potentially millions of creators that have AI, you need to make it compliant with each one. So there are quite a few challenges when you think about AI. Obviously, every time a model upgrades or updates, you need to run checks again and do the same stress testing all over again.

I think that, with time, the creators of these base models are also going to be a little bit more thoughtful about how to figure out what not to break from version to version.

Nathan Labenz

We can hope for that. Although the amount of alchemy that is going into the models today suggests that they might have a couple of breakthroughs ahead of them before they’re going to have a real command of that sort of nuance. Right now, I think in many cases they’re discovering what the new model can do right along with the rest of us.

Micha Kaufman

True. It goes back to what I’ve said earlier. We’re training it right now, and obviously human beings are so creative that they’re coming up with all kinds of new use cases, but also new hacks, new vulnerabilities, and new—I don’t know. At least the good news on that is that it really informs the model creators on how to make a better model, but it also creates a very powerful tool where, again, we’re the product. If you’re getting it for free, you’re the product, period. That’s the reality right now.

Nathan Labenz

In the long term, let’s posit for the sake of analysis that the models are going to continue to get better. I assume there’s no argument there. Let’s imagine that they do get to a point where—and arguably, we’re starting to see some of these thresholds being hit right now with GPT-4o’s image creation. Now you’ve got the ability to do a high-fidelity but still pretty holistic change to an image that you put in. With things like Sesame’s voice AI, which was recently debuted, these things are starting to get very, very lifelike.

If we imagine a world in which the AIs really are performing at the same level as the humans, it’s no longer the case—or no longer has to be the case—that the only way to get truly top-notch service is to go to the human. You could just get the same quality from an AI.

Do you think there is enough solidarity or willingness to pay for these personal models that people will continue to do it in volume because they want to see a human compensated on the other end of that? Or do you think there needs to be some other solution, which could be regulation or otherwise, put in place in order to preserve this sort of centrality of the human creator?

Micha Kaufman

I don’t know. I don’t know. I’m not even thinking about this from a solidarity standpoint.

Look, when YouTube became what it is, it had illegal downloads of TV series and movies, because sharing videos on YouTube back then was not as easy as it is right now. There wasn't broadband at large, so people mostly consumed, and then, over time, they got sued, made peace with the publishers, whatever, and made it into an incredible business.

We used to steal music. We used to download stuff—Napster, before Napster, FTPs, whatever. We had our way of doing that, but eventually you have Spotify and Apple Music. I think when it makes sense and you have a very easy way of consuming creation, and it gives you a pleasant experience, or even a higher-quality experience than you had when you didn't do this legitimately, then you pay for it. People pay for Spotify, they pay for YouTube Premium, they do whatever.

I don't know if it's going to be the same case. I'm not a regulator, and I don't know where this is going to be going. I'm not sure that the way we've done the personalized models is the right answer. I don't pretend I know. We're already making changes to our own model as a result of the learnings that we've had since launch, 2 months ago.

Nathan Labenz

And what are the learnings that you would highlight?

Micha Kaufman

Well, I don't want to spill the beans too much. But, yeah, there's a lot in the way people interact with creation on their own. You understand the limitations of it. You understand how people perceive this. Do they perceive this as, “Oh, I want to generate something myself and buy it,” versus, “Oh, I want to play with it, but then give me an opportunity to talk to a human being”?

Seriously, I enjoy playing with ChatGPT and asking it to create an image, but this is my business. I want to do something that I need advice on. I need professional advice. I need a good eye. I need a good hand, too. So we've learned a lot around this. I don't know if having these personalized models is going to be the thing forever, or if it's going to be the answer—the cure for cancer in this space. But we'll keep iterating and coming up with ideas.

I think that at some point the regulator is going to catch up. They're always behind, but they're going to catch up at some point, and I think they're going to do some regulation because everything is outdated. Copyright law is probably being disregarded now, but at some point they'll just need to update it and figure out what to do, because I think that, again, as I've said before, humanity has a vested interest in its continued progress and advancement.

If you demotivate people, close them up instead of opening them up, and make them create less—if you make all of us stupid consumers who aren't contributing anything—then that's a bad thing. But talking about the future has become really hard, because the rate of change is just so high. People ask you, “Where do you think you're going to be 10 years from now?” Are you crazy? What do you mean, 10 years? Who the fuck knows? Seriously, can you extrapolate what's going to happen 2 years from now, dude?

I think people who have very high confidence in what the future is going to be like are charlatans, because how can you? There are too many opportunities for different futures depending on all kinds of things. And so I think that in this reality—which is why I've laid out the 3 reasons, in my view, why people go to other people—it's: go back to first principles.

Go back to the fundamental truths of how we behave as human beings. Why do we enjoy working together? Why do we trust, many times, a person more than a machine, even though sometimes a machine is better than a person at conducting stuff? Eventually, machines churn out stuff that we need to consume. We need to have the judgment of whether this is good for us, for human beings, or not.

A machine doesn't understand. It doesn't know and doesn't give a fuck. It doesn't even understand that it's an image. It's just zeros and ones. It's patterns. It's algorithms. It doesn't know, which is incredible—that it can produce such incredible things without actually understanding stuff. Who knows? It's not going to be boring, that's for sure.

Nathan Labenz

Yeah. For what it's worth, I'll take a little bit of the other side of the AI-understanding debate and say I think there is some meaningful understanding going on inside, certainly, the latest systems. But that might be a topic for another day.

Micha Kaufman

Well, it's just better algorithms. I mean, it's not chemistry, and it's not seeing itself in a human eye. Essentially, what's interesting is that the way AI continues to progress is that we train it more, we give it more information, more training assets, and more data sets. Without that, it's just regenerating based on what it knows.

If it creates new ideas, who knows what these new ideas would be? Are they good, bad, or do they make sense? You can have computers compute forever, but it doesn't mean that they're going to produce good stuff. So I don't know. It is going to change our lives. It's going to make us spend our time in a different way. But I think that, overall, this is a good thing.

Nathan Labenz

Do you have a framework for this? I'm struck by, on the one hand, I think it is definitely the right big-picture question to be thinking about: how do we keep humans in a centered and flourishing environment, or an environment that's suitable for their flourishing?

How do we not—I always think about the old “pave paradise and put up a parking lot” song—pave the paradise of artistic creation and put up the parking lot of AI doing it all at hyperscale, super cheaply, but taking away something that, to many people, feels like a really important source of meaning?

On the other hand, there's the customer-service, top-of-funnel-type stuff, where most people would rather delegate that to an AI if they can. Is there any framework that you could muster for what things ought to be protected and what things are, long term, the special space for humans, versus the things that we won't be sorry to have delegated?

Micha Kaufman

Look, I'm not, again, putting myself in the heart of a regulator and thinking, “What should we protect?” In my view, you've mentioned a few different types of tasks. Any task that a human being should not do because it's repetitive and a computer can do better, we should stop doing.

Accountants used to calculate on paper 20 or 25 years ago—just 20 or 25 years ago—with pencil and paper. They would do balance sheets, and then Lotus Notes and Excel came along, and now we have these funky, sophisticated models, whatever. Should they continue calculating by hand? No, they shouldn't. It's stupid. Stop doing it. You're not better and you're not faster.

And I think the same goes for any other task. I don't think that it's about protecting. I told you, you don't need to enforce protection on anything. I think that the creativity of human beings is going to remain the creativity of human beings. You don't need to protect it. They're going to be very creative.

Which means that if there's a smarter person—if they have better taste than you, are more knowledgeable in a space, and are more creative in a space—then you'll go to them. If their only advantage is how they operate stuff and you can operate the same stuff, you don't need people for that, and that's fine. You don't need to protect it. I think that this is going to arrange itself naturally. Very simple tasks that don't require a lot of skill are going to be gone.

But I think that, in some cases, what's going to be interesting to think about is that, in a few years from now, if you think about the largest brands in the world, they would not necessarily want to produce stuff with AI, because everybody has it. They would like more handcrafted things that involve the most creative, smartest, unique people that you can get, if you can afford it.

I remember when they said that Coca-Cola did their first ad with AI. It's Coca-Cola doing an ad with AI, which is like, wow. And you go read the behind-the-scenes account of the ad, and it's 500 people. Sure, AI was involved, but there are 3 of the best agencies in the world, and they have their compliance teams and legal teams and whatever it's going to be.

So I think orchestrating the most unique things that are going to be mind-blowing will always require this. You don't need to protect it; it's going to happen by itself. It's like, I don't know, people who do special art on Etsy. It's going to be the bespoke things that maybe we consumers don't need to understand why you should pay for them, because it's like, who cares? It's a birthday invitation for my kid. Okay, whatever. You don't need to take the best-in-class person.

But if it's mission critical and I want to be better, I don't think you need to protect it. The same goes for the types of jobs. If you give the task of customer support to algorithms or AI, you need to supervise it, you need to refine it, and—some people hate this—you need to let them actually speak to a human being and scream at them and vent stuff out.

You need to figure out how to integrate this better with your specific tech stack and your product and whatever it is. So, again, it goes back to this: it's going to be just new types of jobs that require human beings rather than just machines. Machines should do what machines are good at. Period. That's it. Maybe 2 more questions, if you have time.

Nathan Labenz

How about creating liquidity in the marketplace? This is one area where I think AI could be—I just heard a definition of an efficient market the other day, which is that in an efficient market, all positive-sum transactions that could happen do, in fact, happen.

In reality, obviously, discovery costs, search costs, matching costs, and negotiation costs are all huge impediments to actually seeing that happen. What is your outlook for greasing the wheels of the marketplace by doing potentially orders of magnitude more AI matchmaking? Do you think that can, in fact, scale the marketplace to a previously unimaginable scale? What's your outlook for AI-facilitated commerce broadly?

Micha Kaufman

That's an easy one. The answer is yes. It's just a simple yes, I think, and I've kind of alluded to it previously when I said that the experiences of how we consume stuff, how we find things, how we convert, how we get comfortable, how we create trust, and how we make a decision are going to change.

We're doing deep and extensive use of AI in matchmaking. I'm not going to go into details here for obvious reasons, but we're doing deep stuff with it and we're seeing the change. I think this is just going to become better and better over time.

So, definitely improving liquidity. Absolutely, yes, without a doubt.

Nathan Labenz

Okay, then. That makes a lot of sense to me. If anything, I kind of feel like I should be seeing more of that in the world than I do see. It feels like it's in the making.

Micha Kaufman

You'll see Amazon doing experimentations that are bolder and bigger. You're going to see other platforms doing the same. I think it's just a matter of time. We're in the very early innings of it.

Nathan Labenz

Okay. So then, maybe going back full circle to where we started, in terms of AI coming for all of us, coming for you at some point, and the sort of wake-up call that you gave to your team, I'd be interested to hear what your leadership experience has been like in recent months.

What has been effective for you? To what degree are you leading by example? To what degree are you putting mandates in place? Are you making this part of performance reviews? What's the overall dynamic? Are people excited for it, or are some resistant? Speaking about the full-time team at Fiverr, what's the dynamic when it comes to making, or perhaps not quite eagerly making, full use of what AI can do for people?

Micha Kaufman

I sent this more than 36 hours ago, and the reception of it was, I think, very good. For some who are just ahead of the curve, it was just stating the obvious. For some, it was a validation of their fears. For some, it was a complete wake-up call—probably very few, because we've been obsessing about maximizing the use of technology.

But overall, I don't think anyone thinks that I'm bullshitting, like it's just to create panic or fake motivation. I think people understand this, but it invigorates people to have conversations around it. In the almost 2 days since then, I've had so many conversations. I've said, "My door is open. Just take time, come, let's sit down, and have a conversation."

I've had so many people from different teams coming and saying, "We want to share some of the stuff that we're doing. How should we measure ourselves? What do you think is a good KPI for it? What do you think is a good measurement?" It is scary for people, rightfully so, by the way, and I think this is just what it is. It's a wake-up call that we need to do it.

When the first version of ChatGPT came out, and when they started talking about APIs and stuff, I went back to coding. I wanted to play with it myself. I used to be a hacker in the pre-HTTP times of the internet. It was the pre-web, and I've been hacking for most of my life. I love it. I wrote some of the code for the initial version of Fiverr, all the way to version 2. I love playing with it.

For me, it wasn't really just about setting a personal example. I wanted to understand how powerful it is and how easy it is to actually do stuff. In some cases, I would have an argument with the team. We would be talking about something, and they would say, "Okay, great. So you should probably see it ready in 3 weeks." And I said, "Fuck you. What do you mean? 3 hours. Why?"

They said, "No, it's not as simple as you think," and so on. I went back home, installed stuff on my computer, and came in the morning after. I said, "I put a stopwatch on myself. I gave myself 3 hours. This is what I could generate." And I suck. I'm not a cutting-edge developer. I was always a mediocre one because I never did the 10,000 hours.

But if I can pull this shit off in 3 hours, it's not 3 weeks. No way. No way. So there is some setting of an example, but it's also about really understanding it. You don't create companies by taking an MBA course. You need to be in the trenches; you need to be an operator to understand the actual thing. It's the same with this.

I think it's a good time for a wake-up call, because there are going to be changes in the industry, and I think it's going to affect a lot of people. It's the time to wake up, and I think we're doing ourselves a favor by doing this.

But look, I think we have a very aligned organization. It's not that there aren't people resisting or people who are scared, but they're scared for themselves. I mean, it's not their job at Fiverr. It's just their job, period. We have an incredible team. I think the vast majority are going to go through this full transformation, and it's going to be incredible because it will allow us to push either 5 times faster or 5 times the amount of things that we're pushing.

I'm seeing how the pace is picking up, and I'm always optimizing for velocity. I think this excites me more than anything else.

Nathan Labenz

Is it impacting your hiring plans? In most organizations, junior developers and junior marketers were sort of high-volume roles across the technology industry. My sense is that the volume is already dropping, in particular in some cases, because people are looking at whether a junior developer or junior marketer allows them to move faster or kind of slows them down in the AI age.

What's your outlook on the fate of professionals who are just starting out in their careers in today's world?

Micha Kaufman

Interestingly enough, the question of being a seasoned professional or a junior is less of an issue, because juniors are the people who are the best hackers. They're making the most effort to stand out. If they went for an education, they got the most up-to-date education, which includes machine learning and AI and all of it—things people didn't learn 3 or 5 years ago.

It's less about that, in my view, and more about how proficient you are with the new technology. It doesn't matter. We might be hiring for a legal position on our legal team, and if you're not versed in how to work like it's 2024, then you're out. You don't stand a chance. You can be fucking God, but you're not going to get in, because you're taking someone who you now need to train.

I don't want to train anyone, and this is also my point, because you don't need to. It's fucking all available online. Just take a course, do whatever, hack, and figure it out. There is no manual, and I don't need to feed you. No one—the world doesn't owe you shit. Learn it on your own. There is no barrier to learning on your own.

So if you're unfamiliar with the latest technology and its capabilities, and the latest products and solutions and whatever, then you're not going to pass. This has changed materially in the past 2 years.

Nathan Labenz

Never been a better time to learn, but never been a worse time for people who want to get on a very predictable path, just do what they're prescribed to do, and trust that it will take them where they want to go. It does seem like—I agree with you also—that the senior-versus-junior distinction is maybe less important than what mindset you're actually bringing to the day-to-day challenges.

Are you personally just always obsessed with finding a better way to do things, at any stage of your career?

I do really worry at the same time. I don't know what universities you're hiring out of, but, man, I talked to people coming out of a lot of especially rank-and-file American universities, even out of CS programs, and it's like, still to this day, in a lot of cases, they're sort of prohibited from using AI. These guys are lagging. It's not open-minded enough. It's dogmatic. It's conservative. No, it's just—would you go as far as advising people not to go to an undergraduate program in today's world? What alternative?

Micha Kaufman

No. If you care about the socializing aspect, absolutely, yes. I mean, it's good networking. There is this alumni mafia, which is great, and it's like, whatever. But if you want to get ahead fast, and you want to start earlier, and you know that you can become obsessively curious and deep-dive into stuff, you can.

Certainly now—I don't know, maybe in a few years it's going to change, as things are just going to—I mean, again, there are going to be new professions. They're going to be very complex. You'll need crazy scientists and whatever, and that needs some more formal training and education right now. But there's so much out there that you can just go peek at. You don't even need to pay for anything. It's amazing.

Nathan Labenz

It is a strange world, but I would agree that, in many cases, internet hustlers who are selling courses on how to use Cursor or how to use ChatGPT, whatever it may be—and I agree, you probably don't have to pay for anything—but those folks who are often selling that stuff at pretty affordable prices are, in many cases, outperforming universities in terms of how job-ready you're going to be coming out of those experiences. So it is a strange new reality, to say the least.

Micha Kaufman

It is.

Nathan Labenz

Well, I really appreciate how generous you've been with your time, and this has been a great conversation. Is there anything else that you would want to leave people with? Any advice for other company leaders, job seekers, freelancers—you name it?

Micha Kaufman

Yeah. No, I think we've had a very extensive discussion around all of these topics. Maybe the one message I want to leave you with is my optimism. I'm not pessimistic about the future. I don't think it's doomsday. I don't think we're on our way to a dystopic future. I'm very optimistic, and I'm having fun. This is seriously intellectually challenging, which makes it so much fun.

I appreciate you having me. It was fun to talk.

Nathan Labenz

Yeah, thank you. Likewise. I appreciate you doing it. Micha Kaufman, founder and CEO of Fiverr, thank you for being part of The Cognitive Revolution.

Micha Kaufman

Thank you, Nate.

Fiverr 全押 AI:赋能创作者,而非取代他们——Fiverr CEO Micha Kaufman — 文字稿与摘要 | BidClub