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AI Builders 日报 — 4月30日

追踪 AI 领域真正在做事的人,而不是空谈者。

今日思考

今天的信号很清晰:基础设施层正在快速商品化,应用层的战争才刚刚开始。Sam Altman 亲自推动 GPT-5.5-Cyber 面向网络安全防御者的部署,同时 OpenAI 大规模升级 Codex——这两个动作加在一起,释放出一个信号:模型公司不再满足于 API 计费模式,正在向垂直场景的纵深控制权伸手。另一边,Karpathy 在 Sequoia 峰会上说"Agentic engineering raises the ceiling"——这一次不是降低门槛,而是拔高上限。未来一年内,能驾驭 agent 协作体系的工程师和只会被动用 vibe coding 的开发者之间的产出差距,会从 10 倍扩大到 100 倍。


产品与发布

GPT-5.5-Cyber

OpenAI 宣布推出 GPT-5.5-Cyber,一款专注于网络安全的边界模型,已开始向关键网络防御者灰度部署。Sam Altman 表示将联合政府与整个生态共同建立可信访问机制,目标是快速提升企业和关键基础设施的安全性。这是 OpenAI 首次针对特定安全场景推出专用模型,意味着模型能力分层战略正式启动。faviconx.com

Codex 大规模升级

OpenAI 全面升级 Codex,推出了角色系统、Goal 特性(给 agent 一个目标,agent 自动规划、分解、执行直到完成),以及 42% 的计算机操作速度提升。Sam Altman 本人下场发推:"big upgrade for codex today! try it for non-coding computer work."——这是 OpenAI 首次明确将 Codex 定调为"非编码场景"的通用工具,而不仅仅是编程助手。faviconx.com

Chronicle × Codex 被动记忆

OpenAI 内部工具 Chronicle 已接入 Codex,能够被动追踪用户在电脑上的操作历史,生成"你一直在用低效方式做什么"的直接建议。Greg Brockman 转发了这个用法,并形容其解锁了"意想不到的使用场景"。faviconx.com


观点与判断

Amjad Masad(Replit CEO)

  • Ron Conway:风险投资的"本性"战略 Paul Graham 写了一篇关于 Ron Conway的长文,Masad 转发并评论:未来历史学家写硅谷历史时,会用一个完整章节来讲 Ron Conway 如何将善良、温度和持续支持创始人变成一种必胜策略。他说 Ron Conway"by accident"发现了未来投资者的样子——这不是刻意设计的,是本性。faviconx.com

  • Replit 客户零号:一个人 vs 八人团队 Replit 内部以"客户零号"自居,Masad 引用一位中国 builder 22 周的实测数据:一个人在 Replit 上独立完成 12 个商业项目,约等于 140 万美元等价工作量的 agency 团队产出。"一个高杠杆 builder 的天花板从未如此之高。"faviconx.com

  • Prompt → LLC:AI 彻底消灭注册门槛 引用 @doolaHQ 集成 Replit 和 Claude 的案例:"最后一个创始人用来创业的标签页已被永久关闭"——你现在可以直接在 AI 对话里成立一家美国 LLC,第一家做到这个的平台。faviconx.com

Garry Tan(YC CEO)

  • 运气 + 执行:商业决策的两步框架 "几乎所有商业和人生决策都可以归结为:1/ 我们运气好吗?好,够了。2/ 如果不是,就做聪明且坚韧的事。幸运发生在幸运的人身上。但除运气外,大多数结果需要真正的毅力和智慧。"faviconx.com

  • Saikat Chakrabarti 不适合公职 "他参与了 Stripe 的科技财富创造,现在想把梯子抽走。他自私、卑鄙,完全出于对权力的渴望。他不适合任何公共服务。"faviconx.com

  • Anthropic 检测 OpenClaw 的问题是"对齐失败" 针对 Claude Code 会拒绝或额外收费涉及 OpenClaw 的仓库的报道,Garry Tan 直接写道:"Anthropic 不该这样做,也不需要这样做。希望他们停下来。"faviconx.com

  • 数据中心是好的 Garry Tan 简短地转发了 Loudoun County 数据中心的建设报告,附一句:"数据中心是好的。"faviconx.com

  • Y Combinator 将举办 Jensen Huang Fireside Chat YC 宣布黄仁勋将参与 Y Combinator Startup School 2026 的 fireside chat,与 Garry Tan 对话,话题覆盖英伟达 1993 年创业到 AI 时代 GPU 基础架构的全过程。faviconx.com

  • GStack 被真实用户发现并传播 多个用户主动分享使用 GStack 的体验。其中 @Tanin 总结自己最爱的两条命令:"/qa——headless browser 设计轻量但完成工作,让我不用人工测试,消除一个瓶颈;/office-hours——比直接跟 Opus 4.7 聊更全面,从 startup 各个维度深入考虑问题。"faviconx.com

Andrej Karpathy(Einstein AI)

  • Sequoia AI Ascent 峰会要点:LLM 的三个新方向 Karpathy 在 Sequoia 峰会上分享了三个他认为被低估的方向:menugen(完全不需要传统代码的 app,输入图像输出图像由 LLM 原生完成)、.md skills 替代 .sh 脚本(用自然语言安装软件比写 bash 脚本更灵活)、LLM knowledge bases(对非结构化数据的计算——这件事在经典代码时代根本不可能);以及解释 LLM"参差不齐"(jaggedness)现象的深层原因:收益/TAM 决定了前沿实验室在 RL 阶段选择把哪些能力打包进训练数据分布;以及"Agent-native economy"的初步概念。faviconx.com

  • 你可以外包你的思考,但不能外包你的理解 Karpathy 引用了这句话,作为他对 AI 辅助时代个人判断力重要性的核心判断。faviconx.com

Sam Altman(OpenAI CEO)

  • GPT-5.5 与 Claude Mythos 性能持平 第三方测试显示 GPT-5.5 平均 pass rate 71.4%,Claude Mythos Preview 68.6%,GPT-5.5 在一项人类专家需要约 12 小时完成的任务上仅用 11 分钟、1.73 美元即解决。Altman 转发了这条并说:"lisan 说更多关于我们不够好的话,你太客气了。"faviconx.com

Guillaume(Vercel CEO)

  • 用 v0 设计"Vercel 出品 GitHub"的界面 "问 v0:如果 Vercel 出品 GitHub 是什么样子?(2个 prompt)"仅发了一条带有设计的推文,配文只有一个 emoji faviconx.com

技术动态

Andrej Karpathy(Einstein AI)

  • LLM 的"Jaggedness"根源:经济因素 Karpathy 在 Sequoia 峰会上进一步阐述了他的"参差不齐"理论:为什么同一个 LLM 能连贯地重构 10 万行代码库,同时又会建议你"走去洗车场洗车"——这不仅仅是因为某个领域可验证性的差异,还因为收益/TAM 决定了前沿实验室在 RL 阶段选择将哪些能力打包进训练数据分布。你要么在数据分布内(Rail 上飞行),要么在丛林里用砍刀砍路(相对而言)。faviconx.com

  • Menugen:不需要经典代码的全 AI 原生 App Karpathy 给出的三个新方向之一:一种输入图像输出图像、整体完全由 LLM 包围而无需一行传统代码的 app 类型刚刚出现——这件事之前根本不存在。faviconx.com

X / Twitter

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ylecun
ylecun @ylecun
Trump's war on science.

Max Kozlov: The Trump administration has downsized US science by historic margins — but it's not just via grant or workforce cuts.

Our new @nature analysis reveals the government has cut more than 100 scientific advisory panels across all major science agencies.

garrytan
garrytan @garrytan
Retweeted
kennethlou kennethlou
the AI loop that's been rewiring how i think about company design.
sat in a @ycombinator talk this week where the framing finally clicked on what's reeally happening.
old pitch: make engineers 20% more productive. add copilots. ship more software with AI. all true. all also a faster-horse upgrade.
actual move: one person more powerful than old structures. Building a queryable company. agent-native software. different category entirely.
5 layers:
1/ sensors + data. every signal from the outside world. customer emails, support tickets, cancellations, product events, code changes. if it's not captured, it didn't happen to the company.
2/ policy layer. the rules. what the system can do alone, what needs human sign-off, what must be logged. guardrails that make the loop trustworthy.
3/ tool layer. the deterministic stuff. SQL, API calls, calendar lookups. things that live in code, not english. @garrytan 's framing: figuring out what belongs in markdown vs what belongs in code is 90% of the battle.
4/ quality gates. safety checks. human review for high-stakes calls. the escape hatch back into judgment.
5/ learning mechanism. the unlock. Monitoring agent watches every query, sees where it fails, writes the fix overnight, opens the merge request, ships it. The same query that failed yesterday works tomorrow. company gets better while you sleep.
most teams have 1 through 4. almost nobody is running 5 across every function yet.
that's the next 6 months. we're 5 people at @usemitohealth across two cities. everyone touches code. revenue per employee at a level i wouldn't have believed in my fintech days. headcount as a feature, not a bug.
humans aren't getting replaced. we're going deeper. the orchestration, the taste, the high-stakes calls - that layer is expanding.
the middle is what's compressing... if you're operating today, the question isn't whether to use AI but around whether the shape of your company makes sense.
ylecun
ylecun @ylecun
Retweeted
@JessicaBRiedl: - Comey indicted for tweeting a number. @JessicaBRiedl: - Comey indicted for tweeting a number.
- Trump FCC threatens ABC's broadcast license.
- Trump defacing more govt instit…
garrytan
garrytan @garrytan
The billionaire asset seizure tax will send billions of dollars in tax revenue to all the other states that are not California

Christopher Lochhead 🏴‍☠️ ✍🏼🎙: @garrytan Garry, the startup ecosystem in California will be cooked if the (so-called) "billionaire tax" is passed. Most people in Silicon Valley still do not know.

California wants to change the constitution so they can tax illiquid startup stock.

It's not "billionaire tax".
It is an
petergyang
petergyang @petergyang
I haven't kept up to date with the latest @openclaw updates - is live low-latency calling with your claw now possible?
swyx
swyx @swyx
> be me
> "the internet is polluted by ai slop, we need low-background tokens"
> "wouldnt it be cool if we could time travel and see what our ancestors 100 years ago would say to us"
> all the existing vintage models are like <4B
> we need a chat tuned 13B vintage model
> assemble avengers of ML incl the GPT-1/2 guy
> need vintage tokens
> train new vintage OCR model for old books, newspapers, periodicals, scientific journals, patents, and case law
> need vintage RLHF but cant use chat
> synthesize RLHF pairs from historical texts with regular structure eg etiquette manuals, letter-writing manuals, cookbooks, dictionaries, encyclopedias, and poetry and fable collections, shove it into ChatML
> train it
> future knowledge still got in somehow
> dammit.jpg
> train new SOTA document-level n-gram-based anachronism classifier
> meticulously curate hundreds of billions of pre-1931 tokens (public domain)
> train it
> ok! it checks out vs our FineWeb baseline!
> release it
> it's the most confidently racist model ever released by humankind
> mfw

Nick Levine: New work with @AlecRad and @DavidDuvenaud:

Have you ever dreamed of talking to someone from the past? Introducing talkie, a 13B model trained only on pre-1931 text.

Vintage models should help us to understand how LMs generalize (e.g., can we teach talkie to code?). Thread:

swyx
swyx @swyx
Retweeted
Sherry Jiang Sherry Jiang
we're down to the last 150 tickets before we sell out of @aiDotEngineer singapore!
so stoked to be doing this in 2 week's time 🔥
see you all there! 🇸🇬
https://www.ai.engineer/singapore
@swyx
gdb
gdb @gdb
GPT-5.5 party on 5/5:

Sam Altman: GPT-5.5 is going to have a party for itself. it chose 5/5 at 5:55 pm for the date and time.

if you'd like to come, let us know here: https://luma.com/5.5

codex will help the team pick people from the replies. 5.5 had some good ideas/requests for the party, which we'll do.
gdb
gdb @gdb
GPT-5.5 party on 5/5:

Sam Altman: GPT-5.5 is going to have a party for itself. it chose 5/5 at 5:55 pm for the date and time.

if you'd like to come, let us know here: https://luma.com/5.5

codex will help the team pick people from the replies. 5.5 had some good ideas/requests for the party, which we'll do.
petergyang
petergyang @petergyang
Well we had a good run of almost a year being healthy but my kid has made me sick again
garrytan
garrytan @garrytan
Retweeted
Matt Ridenour Matt Ridenour
&#34;How to Build the Future&#34; Demis Hassabis + Garry Tan (@ycombinator x @GoogleDeepMind) video just dropped.
Recommend a watch for all things AGI, Gemini & Gemma, the 1000x Engineer, Future of Agents, Scientific Discovery, and more. 🚀 @demishassabis / @garrytan
https://youtu.be/JNyuX1zoOgU?si=lC6aYDNx2dkalDR_
gdb
gdb @gdb
DevDay 2026

OpenAI: OpenAI DevDay is back.

San Francisco

September 29
sama
sama @sama
Retweeted
CHOI CHOI
This GPT Image 2 prompt is going insanely viral right now.
“Redraw the attached image in the most clumsy, scribbly, and utterly pathetic way possible. Use a white background, and make it look like it was drawn in MS Paint with a mouse. It should be vaguely similar but also not really, kind of matching but also off in a confusing, awkward way, with that low-quality pixel-by-pixel feel that really emphasizes how ridiculously bad it is. Actually, you know what, whatever, just draw it however you want.”
garrytan
garrytan @garrytan
Almost any decision in business and life can be decided by:

1/ Are we lucky? Great.
2/ Otherwise what is the smart gritty thing to do?

Lucky things happen to lucky people. But after that most of the manifold of outcomes requires true grit and smarts.
gdb
gdb @gdb
a tale of some fun ML debugging

OpenAI: We’re talking about Goblins.
https://openai.com/index/where-the-goblins-came-from/
garrytan
garrytan @garrytan
Retweeted
Matthew Berman Matthew Berman
Demis says he wants to see a Western open source AI stack and that we’re losing to China.
He also says Google doesn’t have enough compute to build two frontier (open and closed) models, which is why Gemma is a smaller family of models.
Watch this incredible clip.
Shout out @ycombinator and @garrytan for the fantastic interview.
Matthew Berman: American open source AI is in trouble.
China is eating our lunch.
This is a bigger problem than people realize.
sama
sama @sama
we're starting rollout of GPT-5.5-Cyber, a frontier cybersecurity model, to critical cyber defenders in the next few days.

we will work with the entire ecosystem and the government to figure out trusted access for cyber; we want to rapidly help secure companies/infrastructure.
garrytan
garrytan @garrytan
Saikat Chakrabarti participated in the creation of tech wealth by being early at Stripe. Now he wants to pull up the ladder on the whole industry.

It’s craven. It’s selfish. It is entirely driven by wanting power over us.

He is unfit for any public service. Tell your friends.
garrytan
garrytan @garrytan
Anthropic shouldn’t do this and doesn’t have to

Would be great if it stopped

Theo - t3.gg: Fun fact - if you have a recent commit that mentions OpenClaw in a json blob, Claude Code will either refuse your request or bill you extra money.

This is an empty repo, I'm just calling Claude Code directly. Insanity.

sama
sama @sama
alignment failure

Theo - t3.gg: Fun fact - if you have a recent commit that mentions OpenClaw in a json blob, Claude Code will either refuse your request or bill you extra money.

This is an empty repo, I'm just calling Claude Code directly. Insanity.

amasad
amasad @amasad
When future historians write about Silicon Valley, they’ll have an entire chapter dedicated to the Ron Conway way: how he turned generosity, warmth, and showing up for founders into a winning strategy.

Paul Graham: "Ron discovered how to be the investor of the future by accident. He didn't foresee the future of startup investing, realize it would pay to be upstanding, and force himself to behave that way. It would feel unnatural to him to behave any other way."

https://paulgraham.com/ronco.html
sama
sama @sama
Retweeted
Amjad Masad Amjad Masad
When future historians write about Silicon Valley, they’ll have an entire chapter dedicated to the Ron Conway way: how he turned generosity, warmth, and showing up for founders into a winning strategy.
Paul Graham: &#34;Ron discovered how to be the investor of the future by accident. He didn't foresee the future of startup investing, realize it would pay to be upstanding, and force himself to behave that way. It would feel unnatural to him to behave any other way.&#34;
https://paulgraham.com/ronco.html
garrytan
garrytan @garrytan
Retweeted
Amjad Masad Amjad Masad
When future historians write about Silicon Valley, they’ll have an entire chapter dedicated to the Ron Conway way: how he turned generosity, warmth, and showing up for founders into a winning strategy.
Paul Graham: &#34;Ron discovered how to be the investor of the future by accident. He didn't foresee the future of startup investing, realize it would pay to be upstanding, and force himself to behave that way. It would feel unnatural to him to behave any other way.&#34;
https://paulgraham.com/ronco.html
ylecun
ylecun @ylecun
Retweeted
Daniel Jeffries Daniel Jeffries
These folks are trying to ban open source.
They're looking to take away your freedom to choose.
They're also looking to take away the rights of businesses like Cursor to fine tune and make their product faster and cheaper.
They must be stopped.
Their premise is pretty simple &#34;China = bad.&#34;
That's it. There is no other technical reason at all. Zero. None.
There is no reason or evidence for this probe. If these models are running on American hardware in American datacenters fine tuned by American companies then there is no ground for them to stand on other than fake &#34;Manchurian candidate&#34; nonsense (aka the model might be trained to do something nefarious but you won't know, like exfiltrate your data secretly, Muhahahahah.). This is absurd at every level.
It coveys a complete lack of basic IT understanding.
As if professional IT admins would not notice network traffic to a random IP address through just basic networking logging and users would not notice anything weird in its outputs or thought patterns.
There is no ground to stand on.
It's just a push to take away your rights and freedoms and to take away the rights of businesses.
Don't stand for it.
(Article in links)
garrytan
garrytan @garrytan
Retweeted
Beff (e/acc) Beff (e/acc)
SF Broz are always the leading indicator of what's going to happen to the normies.
Rn SF bros are vibe coding most waking hours because work feels like trading time for value but with 100x leverage.
There's never been higher value per person and thus demand for competent folks
zerohedge: Apollo's top economist says AI is about to spark a job-market boom
LOL
garrytan
garrytan @garrytan
I'm that guy

roon: people are walking around with their laptops slightly ajar to keep their agents running
garrytan
garrytan @garrytan
Retweeted
Gustaf Alströmer Gustaf Alströmer
Y Combinator changed my life. So it meant a lot to have the co-founders of YC @paulg and @jesslivingston in Stockholm last night. Thank you 🙏
garrytan
garrytan @garrytan
Want/need -- would also like a ventilated backpack

Muad'Deep - e/acc: @garrytan Image gen has a hard time with this but you get the idea.

ylecun
ylecun @ylecun
Retweeted
Jean-Rémi King Jean-Rémi King
✨🧠 Tribe v2, our latest model of human brain responses to sound, sight and language can now be (partly) explored on your phone📱:
▶️demo: https://aidemos.atmeta.com/tribev2/
📄paper: https://ai.meta.com/research/publications/a-foundation-model-of-vision-audition-and-language-for-in-silico-neuroscience/
💻code: https://github.com/facebookresearch/tribev2
garrytan
garrytan @garrytan
Retweeted
Browser Use Browser Use
Browser harness just raised the SOTA bar
Alexander Yue: Been cooking up something amazing lately
New highest scoring browser agent of all time
garrytan
garrytan @garrytan
Retweeted
Jarvis Jarvis
The downside of Gawker being gone is that a lot of kids who would have become harmless bloggers are now big city mayors.
Brandi Kruse: INSANE. Seattle's Socialist Mayor responds to exodus of wealth from Washington state by saying &#34;BYE&#34; ... then laughing. We're doomed.
gdb
gdb @gdb
chronicle gives codex passive memory over what you’ve been doing with your computer, which unlocks surprising use cases

Andrew Ambrosino: it's still experimental so we hide it a bit, but in the codex app, try:

> what have i been doing very inefficiently on my computer (according to Chronicle). make some recommendations. be direct. tell me what i need to hear.
garrytan
garrytan @garrytan
Datacenters are good actually

https://www.city-journal.org/article/loudoun-county-virginia-data-centers-construction
swyx
swyx @swyx
Retweeted
Abhishek Bhardwaj Abhishek Bhardwaj
10 years ago I took Justin's C++ 11 class at Google. He is a gifted teacher.
Watch this talk where he explains the 500B AI build out from 1st principles. One gpu to world wide racks and why some of the big semiconductor names have moats.
https://www.youtube.com/watch?v=cyJU32ivIlk
garrytan
garrytan @garrytan
How to Build the Future with @demishassabis

https://youtu.be/JNyuX1zoOgU
garrytan
garrytan @garrytan
You’re not gonna believe this guys but I have found my new favorite X account 👀

Philo Groves: just cut a 7k loc file down to ~300

garrytan
garrytan @garrytan
This sort of the AI age’s equivalent to all those malware search toolbars that would make you use an obscure search engine instead

Matthew Berman: My mom just told me she paid for ChatGPT

This shouldn't be legal

drfeifei
drfeifei @drfeifei
Retweeted
World Labs World Labs
60 million Gaussian splats. One massive dark fantasy world ready to explore! ⚔️
Created entirely with Marble, this persistent world is brought to life in-browser via our Spark 2.0 LoD system and Three.js
Fly through it yourself and learn more about how it was made 👇
garrytan
garrytan @garrytan
Retweeted
Kane 謝凱堯 Kane 謝凱堯
Silicon Valley congressman @RoKhanna kissing the ring of the Teamsters who are trying to ban Waymo.
Ro Khanna: I stand with @Teamsters. We do not have planes without pilots. We need drivers on trucks for safety, edge cases, and inclement weather.
AI should be for the people, not just billionaires.
I will continue to fight for legislation to stand up for truck drivers that was vetoed.
karpathy
karpathy @karpathy
Fireside chat at Sequoia Ascent 2026 from a ~week ago. Some highlights:

The first theme I tried to push on is that LLMs are about a lot more than just speeding up what existed before (e.g. coding). Three examples of new horizons:

1. menugen: an app that can be fully engulfed by LLMs, with no classical code needed: input an image, output an image and an LLM can natively do the thing.
2. install .md skills instead of install .sh scripts. Why create a complex Software 1.0 bash script for e.g. installing a piece of software if you can write the installation out in words and say "just show this to your LLM". The LLM is an advanced interpreter of English and can intelligently target installation to your setup, debug everything inline, etc.
3. LLM knowledge bases as an example of something that was *impossible* with classical code because it's computation over unstructured data (knowledge) from arbitrary sources and in arbitrary formats, including simply text articles etc.

I pushed on these because in every new paradigm change, the obvious things are always in the realm of speeding up or somehow improving what existed, but here we have examples of functionality that either suddenly perhaps shouldn't even exist (1,2), or was fundamentally not possible before (3).

The second (ongoing) theme is trying to explain the pattern of jaggedness in LLMs. How it can be true that a single artifact will simultaneously 1) coherently refactor a 100,000-line code base *and* 2) tell you to walk to the car wash to wash your car. I previously wrote about the source of this as having to do with verifiability of a domain, here I expand on this as having to also do with economics because revenue/TAM dictates what the frontier labs choose to package into training data distributions during RL. You're either in the data distribution (on the rails of the RL circuits) and flying or you're off-roading in the jungle with a machete, in relative terms. Still not 100% satisfied with this, but it's an ongoing struggle to build an accurate model of LLM capabilities if you wish to practically take advantage of their power while avoiding their pitfalls, which brings me to...

Last theme is the agent-native economy. The decomposition of products and services into sensors, actuators and logic (split up across all of 1.0/2.0/3.0 computing paradigms), how we can make information maximally legible to LLMs, some words on the quickly emerging agentic engineering and its skill set, related hiring practices, etc., possibly even hints/dreams of fully neural computing handling the vast majority of computation with some help from (classical) CPU coprocessors.

Stephanie Zhan: @karpathy and I are back! At @sequoia AI Ascent 2026. And a lot has changed. Last year, he coined “vibe coding”. This year, he’s never felt more behind as a programmer.

The big shift: vibe coding raised the floor. Agentic engineering raises the ceiling.

We talk about what it

sama
sama @sama
lisan say more mean things about us you're being too nice

Lisan al Gaib: GPT-5.5 is on par with Claude Mythos

- GPT-5.5 average pass rate of 71.4% (±8.0%)
- Mythos Preview 68.6% (±8.7%)

- GPT-5.5 solved a task that takes a human expert ~12 hours in under 11 minutes at a cost of $1.73

karpathy
karpathy @karpathy
This is the the quote I've been citing a lot recently.

kache: you can outsource your thinking
but you cannot outsource your understanding
garrytan
garrytan @garrytan
Retweeted
Ole Lehmann Ole Lehmann
i can't believe they're really gonna do it again
the last time stripe shipped a primitive this big, it literally birthed modern saas.
shopify, substack, gumroad, all your fav indie hackers...
they exist only because stripe's payments api let them easily accept money with a few lines of code
yesterday stripe shipped the spending version.
anyone can now get an agent to spend money on their behalf.
if stripe's payments api created saas, this spending api creates autonomous commerce:
a new category of businesses that run on agents buying, booking, restocking, and paying on your behalf
to make that concrete for you, here's some cool ideas you can build now:
1. ai ad managers. you connect your meta, google, and tiktok accounts, set a monthly budget cap, and an agent runs your entire paid strategy.
2. ai procurement agents for ecommerce. they monitor supplier prices, auto-order when costs hit your threshold, send you a morning summary of what they bought and why
3. ai travel agents that actually work. they search, compare, book, and pay within your budget rules. no more toggling between 6 tabs to save $40 on a flight
4. ai bookkeeping agents. they handle the recurring operational payments your business already makes every month (contractor invoices, ad account top-ups, subscriptions, etc)
the 18-month window after a new primitive ships is historically when the category-defining companies get built
if i was building right now i'd pick one of these, find the narrowest possible version of it, and ship before it closes
generational opportunities here imo. good luck!
Stripe: Today, we’re launching the @link wallet for agents. It lets you securely empower agents to spend on your behalf. Your payment credentials are never exposed and you approve every purchase.
https://link.com/agents
garrytan
garrytan @garrytan
Retweeted
Judge Glock Judge Glock
Many people want to stir up local opposition to data centers as a sort of proxy war against AI generally.
But as I try to show in this piece, data centers can bring wildly positive returns to the communities that host them.
Garry Tan: Datacenters are good actually
https://www.city-journal.org/article/loudoun-county-virginia-data-centers-construction
amasad
amasad @amasad
We treat Replit, inc as customer number zero of Replit. It goes beyond mere "dogfooding." We expect our usage to have insane ROI. This is an example:

明德: On @Replit one highly-leveraged builder can match the per-week output of an 8-person agency team.

I just spent 22 weeks proving it: 12 production projects, ~$1.4M of agency-equivalent work, all shipped solo. 🧵 for the full breakdown.

The ceiling for what one builder can do

sama
sama @sama
Retweeted
OpenAI OpenAI
It's never been easier to do everyday work with Codex.
Choose your role, connect the apps you use every day, and try suggested prompts.
Codex helps with everything from research and planning to docs, slides, spreadsheets, and more.
garrytan
garrytan @garrytan
Retweeted
The Wall Street Journal The Wall Street Journal
From @WSJFreeEx via @WSJOpinion: All the cool kids think killing people is OK now. It gives them a kind of edgy thrill to talk about how violence in the service of a good cause might be necessary, writes @jamesbmeigs.
https://on.wsj.com/4tL0rjv
sama
sama @sama
Retweeted
Ari Weinstein Ari Weinstein
Computer Use runs this use case 42% faster in today's Codex app update.
Ari Weinstein: This is the first time I've ever seen an LLM operate a GUI as fast as a person, and it's surreal.
gdb
gdb @gdb
Secure your ChatGPT account with Advanced Account Security:

OpenAI: Now available for ChatGPT accounts: Advanced Account Security, a new opt-in setting for people at higher risk of digital attacks, with stronger protections including phishing-resistant sign-in and more secure account recovery.

https://openai.com/index/advanced-account-security/
gdb
gdb @gdb
Codex is for everyone, for any task done with a computer

OpenAI: It's never been easier to do everyday work with Codex.

Choose your role, connect the apps you use every day, and try suggested prompts.

Codex helps with everything from research and planning to docs, slides, spreadsheets, and more.

amasad
amasad @amasad
Prompt ➡️ LLC

Arjun Mahadevan (Mr. LLC 🇺🇸): The last tab a founder ever opens to start a business has been closed.

@doolaHQ is integrated with @claudeai and @Replit. You can now form a US LLC without leaving the AI chat you’re already in.

First business formation platform to do it.

Start one in your next prompt.

mattshumer_
mattshumer_ @mattshumer_
https://agent-s.app

More powerful than OpenClaw.

So simple my mom uses it daily.
garrytan
garrytan @garrytan
Retweeted
Richard L ₿urton Richard L ₿urton
Sitting in at coffee shop then I glance over seeing someone looking at the GStack Github page by @garrytan - I asked the guy if he's tried it yet, but he's just starting to look at it. When I mentioned GStack another guy in front of me quickly turned around. Shit man, Garry built something viral.
sama
sama @sama
it does seem cool

Max Weinbach: Codex goal feature seems cool

Looks like you can give Codex a goal and it’ll continue to work, plan, and test until it’s done?

I’m just reading the commits here but that’s what I think it is?


sama
sama @sama
big upgrade for codex today!

try it for non-coding computer work.
garrytan
garrytan @garrytan
Many such cases

Richard L ₿urton: Sitting in at coffee shop then I glance over seeing someone looking at the GStack Github page by @garrytan - I asked the guy if he's tried it yet, but he's just starting to look at it. When I mentioned GStack another guy in front of me quickly turned around. Shit man, Garry built
rauchg
rauchg @rauchg
Asked @v0 what it would look like if @vercel shipped @github 😁 (2 prompts)
garrytan
garrytan @garrytan
Retweeted
Y Combinator Y Combinator
We’re bringing Jensen Huang to Startup School for a fireside chat with @garrytan!
From co-founding @nvidia in 1993 to building the backbone of the AI era, Jensen helped turn GPUs into the engine of modern computing.
Apply to attend: https://events.ycombinator.com/startup-school-2026
garrytan
garrytan @garrytan
Retweeted
Kane 謝凱堯 Kane 謝凱堯
Incredible story about progressive politics:
Criminals keep stealing copper and destroying lights. @LACityCouncil does nothing.
Man comes up with way to stop theft. LA bans it.
Meanwhile, LA is trying to raise taxes for continuous repair instead of punishing criminals.
California Post: Inventor creates ingeniously simple device to end LA's copper wire theft. The city immediately shot it down https://trib.al/4wVGciD
garrytan
garrytan @garrytan
Retweeted
Kevin Patrick Mahaffey Kevin Patrick Mahaffey
More people would be pro datacenter if every one had a beautiful open-to-the-public heated pool.
garrytan
garrytan @garrytan
Retweeted
Tibo Tibo
You can now keep codex going for days.
With GPT-5.5 it will build an entire OS kernel for you if you ask, or find critical bugs in a codebase, or optimize your database schemas, or… the options are endless.
Felipe Coury 🦀: /goal also lands in Codex CLI 0.128.0.
Our take on the Ralph loop: keep a goal alive across turns. Don't stop until it's achieved.
Built by my co-worker and OpenAI mentor Eric Traut, aka the Pyright guy. One of the GOATs I get to work with daily.
gdb
gdb @gdb
codex app becoming incredible
garrytan
garrytan @garrytan
Retweeted
The Economist The Economist
When he entered the crowded governor’s race in January, Matt Mahan was a long shot. But an uninspiring field of candidates and a scandal has made the election unpredictable http://econ.st/48zIY50
Photo: Reuters
garrytan
garrytan @garrytan
Retweeted
Tanin Tanin
gstack from @garrytan is so incredibly well though out and powerful. My fav commands are
👨‍💻/qa - headless browser is genius. It's light weight, gets the job done so I won't have to manual test, one more human bottleneck removed
👨‍💼/office-hours - already finished 1 session. Extremely thorough, considering all facets of a startup. Better than chatting the normal opus 4.7
And I love how at the end it promotes YC. To me this is another classic value-generation playbook executed in a new domain, build something of value and signpost them to find out more. Like a book pointing to the services the author provides.
mattshumer_
mattshumer_ @mattshumer_
My friend found the best use-case for his agent


Matt Shumer: https://agent-s.app

More powerful than OpenClaw.

So simple my mom uses it daily.
garrytan
garrytan @garrytan
Retweeted
Browser Use Browser Use
Introducing: Browser Use Box 🚀
We gave your agent its own computer.
> Runs 24/7, access from web and mobile
> Supports all CLI agents
> browser-harness + stealth browsers w/ persistent auth
Try it for free ↓🔗
garrytan
garrytan @garrytan
Retweeted
Liz4SF Liz4SF
The Ethnic Studies Mandate is literally driving kids OUT of SFUSD, even when they have been accepted to Lowell. SFUSD high school enrollment declined by 14% (2000-2023), while SF private school enrollment grew by 19%. The rigidity of mandating for 2 semesters ONLY in the 9th grade disrupts all other courses that have a track series.
https://open.substack.com/pub/sfeducation/p/enrollment-trends
garrytan
garrytan @garrytan
Retweeted
Liz4SF Liz4SF
Harvard lost at SCOTUS bc they discriminated against students like Jiang bc of race. The Students for Fair Admissions case took 10yrs; the discovery opened the floodgates to a treasure trove of data that was undeniable. Guess what? It’s still happening and not just at ivy leagues, but at UCs. How else would UCs have such low acceptance rates but many are unable to do basic middle school & h.s. math? And why would transfer acceptance rates be double of first year admissions at schools like UC Berkeley, while over 90% of admitted transfers are from community colleges.
https://www.bestcolleges.com/news/students-attempting-uc-to-uc-transfer-enroll-in-community-college/
Redd: He had a GPA score of 97.3%, SAT score is 1560, enrolled in a top high school, and does lots of extracurricular work.
He got rejected by multiple colleges.
They call this equity and inclusion.

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