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AI Builders 日报 — 5月24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:AI 开发工具正在从"让程序员更快"进化到"让非程序员也能做"。Replit 周末做出 MVP 并一次通过 Apple 审核、Matt Shumer 用 Codex Mobile 后主动减少干预——这两个案例说的都是同一件事:当 AI 够强,人只需要给方向,不需要盯着执行。这对于 AI 原生创业的启发是:不是"用 AI 加速你现有的工作流",而是"因为你不再需要盯着细节,所以你能做的范围扩大了"。


产品与发布

Replit

Replit 被认为是"被低估的设计工具"——有用户用 Replit 一周做出 Dial 的 MVP,并首次就在 Apple 一次性过审。faviconx.com

Codex Mobile

Matt Shumer 发现 Codex Mobile 让他变成更好的开发者:离开笔记本电脑,不再微观管理,给出更宏大的指令,然后腾出思考空间。faviconx.com


观点与判断

Garry Tan(Y Combinator CEO)

  • AI 公司的两种死法 最爱的创始人是那些有具体、奇怪、靠亲身经历获得的洞察的人,而不是"AI 做什么都行"。快死的公司有个共同模式:技术型创始人做出了没人要的东西,在无关的指标上刷数,拒绝和会说出真相的那个用户对话。faviconx.com

  • 下一个赛点:小脑,而非前额叶 现在所有人都在建 AI agent 的"前额叶"——规划、推理、多步链。但真正有价值的是建"小脑":把无聊的任务卸载成反射动作,让复杂思维专注在真正重要的事。抵押贷款用自动转账完成,不需要委员会审批。大多数 agent 框架会失败,因为他们把一切认知都当成高级认知。赢家先搞定无聊的事。 faviconx.com

Peter Yang

  • 先建"能构建 MVP 的系统",再构建 MVP "我们以前说 build the MVP,现在你应该先 build the system that builds the MVP。" Ryan Carson 用 AI agent 单人跑创业公司:$2M 种子轮,不急着招人,因为 agent 上手更快、留存所有训练、可以持续改进。faviconx.com

技术动态

Garry Tan

  • GBrain 新一轮评测结果 GBrain 在 LongMemEval 上比 MemPalace 高 1%,比 Vector RAG 高 38%。ZeroEntropy.dev 在 reranking 和 embedding 的成本、速度、检索成功率上均达到 SOTA。faviconx.com

gdb

  • Codex 是开源的 这一点被严重低估。faviconx.com

X / Twitter

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rauchg
rauchg @rauchg
Processed 1400 replies
◾ OpenAI is catching up to Anthropic
◾ 'Codex' got more mentions than 'Claude Code'
◾ However, by model mentions, A\ is mogging


Guillermo Rauch: Show me the thing you’ve built with AI you’re most proud of. Reply with a working product URL and what model / agent you primarily used.
garrytan
garrytan @garrytan
Retweeted
T Wolf 🌁 T Wolf 🌁
It's astonishing that establishment Democrats are backing Becerra instead of @MattMahanSJ. Becerra has no new ideas, speaks in generalities, and will continue the dysfunction of Sacramento.
Elex Michaelson: I point out to @XavierBecerra that CA has the nation's highest poverty rate, gas prices, housing costs & most homeless people.
"Are Democrats in charge of this state doing a good job?"
"We could do better, no doubt. But we are the 4th largest economy in the world."
Is there
garrytan
garrytan @garrytan
Thinking Machines is impressive. In a couple hours I just fine tuned my own Qwen3.5-397B model this afternoon.

Fast usable multimodal is also going to enable very mind-blowing personal AI.

Thinking Machines: People talk, listen, watch, think, and collaborate at the same time, in real time. We've designed an AI that works with people the same way.

We share our approach, early results, and a quick look at our model in action.

https://thinkingmachines.ai/blog/interaction-models

gdb
gdb @gdb
under appreciated that codex is open source

Ahmed: Lots of people get surprised when I tell them that Codex is open source
amasad
amasad @amasad
100%

Robin Ebers · AI for Non-Coders: i'm learning that @Replit is an underrated design tool

just exploring, but cool

claude design comparison in first comment

amasad
amasad @amasad
“I built my first three apps using Cursor and thought that was fast, but trying Replit for Dial completely blew me away. I built the MVP over a single weekend, and it actually got approved by Apple on the very first try—which has never happened to me before.”

Elias Reyes: http://x.com/i/article/2058191484835246080
garrytan
garrytan @garrytan
My newest gbrain-evals just dropped - this is how gbrain does vs other options. http://ZeroEntropy.dev is SOTA for reranking and embedding cost, speed, and retrieval success.

GBrain beats MemPalace by 1% on LongMemEval and beats Vector RAG by 38%

https://github.com/garrytan/gbrain-evals/blob/main/docs/benchmarks/2026-05-23-v0.40.6.0-snapshot.md
garrytan
garrytan @garrytan
The companies I love working with in office hours are the ones where the founder has a specific, weird, earned insight that nobody else has. Not "AI for X." A genuine edge that came from living inside a problem.

The ones that are dying almost always have the same pattern: technically competent founders building something nobody asked for, moving metrics that don't matter, avoiding the conversation with the one user who'd tell them the truth.

The lucky thing is that 2nd type of founder can become the 1st kind if they don't stand still, they are willing to talk to people, try things, and always seek high rate of learning.
ylecun
ylecun @ylecun
Retweeted
Parmita Mishra Parmita Mishra
This is the dumbest thing I’ve ever seen in my life
ylecun
ylecun @ylecun
Retweeted
Dovydas Vitkauskas Dovydas Vitkauskas
🇺🇸🇪🇺 A new study from the US-based New England Journal of Medicine found that Americans die earlier across all income levels compared to their European counterparts. What’s especially notable is that America’s one percenters are getting outlived by Europe’s poorest.
US’s overall average life expectancy is 79, while EU’s is 82.
At the same time, US is spending much more (18% of GDP) than EU (10%) on healthcare.
What’s the main reason for the European advantage over US in the key parameter of public health, such as longevity:
A) Better diet;
B) Universal healthcare;
C) Cheaper and less drugs prescribed;
D) More preventive rather than reactive healthcare;
E) Other?
petergyang
petergyang @petergyang
Retweeted
Peter Yang Peter Yang
"We used to say build the MVP. Now you should build the system that builds the MVP first."
Here's my new episode with @ryancarson where he shared how he runs his startup solo with AI agents:
✅ OpenClaw as his AI chief of staff to triage emails, book meetings, and do sales outreach
✅ Codex and Devin as his AI eng team to ship features while he sleeps
Some quotes from Ryan:
"Spend a lot of time upfront setting up your skills + documentation. Then you've suddenly unlocked the work of 10 people."
"Treat your agent like a real employee. Give it a real email address, calendar access, and GitHub account."
"Pay a designer to set up your design system and brand. After that, you can use AI to generate on-brand assets."
📌 Watch now: https://youtu.be/IDqdVZwAwjw
Thanks to our sponsors:
@WisprFlow: Don't type, just speak https://ref.wisprflow.ai/peteryang
@linear: The AI agent platform for modern teams https://linear.app/partners/behind-the-craft
garrytan
garrytan @garrytan
Retweeted
Agarwal for Congress Agarwal for Congress
This is really gross.
California Post: California congressional candidate refuses to say Pledge of Allegiance, turns back on US flag https://trib.al/VLGXrYT
garrytan
garrytan @garrytan
Retweeted
Aaron Levie Aaron Levie
CEOs are uniquely prone to AI psychosis because they’re sufficiently distant from the last mile of work that still has to happen to generate most value with AI.
So when they play with AI, they see the happy path results, often not considering the next 10 or 20 things that have to happen to get sustainable results from agents.
“Look I made this awesome product prototype”. Yes but you didn’t have to review the code before it went into production and fix a bunch of issues.
“Look I generated a contract”. Yes but you didn’t verify all the terms before it goes out to the counterparty and didn’t have to wire up all the past contracts to work with.
The best thing you can do as a CEO is to use AI a *ton* to figure out the real implications of agents in the enterprise, and come out the other side with an appreciation for both the upside and the real work that goes into them.
Michal Malewicz: CEOs are the most delusional about AI. Detached from reality.
garrytan
garrytan @garrytan
Retweeted
Aaron Epstein Aaron Epstein
The biggest hack I’ve seen for founders to close deals faster: just show up.
Get on a plane, fly to their office, meet in person, bond with the whole team.
Instantly replaces weeks of zoom calls.
gdb
gdb @gdb
self improvement prompt for codex

Vaibhav (VB) Srivastav: UPDATE: Came up with an even better version of this prompt after the feedback

Ask Codex to look across your sessions, Memories, and Chronicle, identify patterns, reuse what already exists, and only create the smallest useful skill, subagent, or automation.

"Look back over my

garrytan
garrytan @garrytan
Retweeted
M. Nolan Gray 🥑 M. Nolan Gray 🥑
Something that the US has lost is giant, blue chip companies dreaming up big, absurd moon shot physical projects, sometimes as a marketing play, sometimes to move a marginal amount of product, and occasionally executing on them.
Laocoon of Troy: An advertisement illustration created by futuristic concept artist, Syd Mead, for the Alcoa Aluminum Corporation in 1969. This "high-density cliff community" was intended to show potential uses of aluminum in urban infrastructure and appeared in TIME Magazine.
garrytan
garrytan @garrytan
Everyone building AI agents is focusing on building the prefrontal cortex. Planning. Reasoning. Multi-step chains. There's value here. CEO-stuff.

But also, a reframe: there is value in building the cerebellum. It's offloading boring tasks into reflex so the complex thought can focus.

Your mortgage gets paid by a standing order, not a committee. The things that are not fun, not interesting, but have to be done? Done. Most agent frameworks will fail because they treat all cognition as high cognition.

The winners will nail the boring stuff first.
petergyang
petergyang @petergyang
"I've raised a $2M seed round, but I'm not going to hire anybody for a while.

As a startup founder, you want to understand every job and do it and feel the pain before you hire.

The reality is that an agent is alot faster to onboard and they retain all the training so you can improve it over time."

📌 Watch Ryan talk more about how he onboards AI agents here: https://www.youtube.com/watch?v=IDqdVZwAwjw&t=826s


Peter Yang: "We used to say build the MVP. Now you should build the system that builds the MVP first."

Here's my new episode with @ryancarson where he shared how he runs his startup solo with AI agents:

✅ OpenClaw as his AI chief of staff to triage emails, book meetings, and do sales

petergyang
petergyang @petergyang
Retweeted
Peter Yang Peter Yang
"I've raised a $2M seed round, but I'm not going to hire anybody for a while.
As a startup founder, you want to understand every job and do it and feel the pain before you hire.
The reality is that an agent is alot faster to onboard and they retain all the training so you can improve it over time."
📌 Watch Ryan talk more about how he onboards AI agents here: https://www.youtube.com/watch?v=IDqdVZwAwjw&t=826s
Peter Yang: "We used to say build the MVP. Now you should build the system that builds the MVP first."
Here's my new episode with @ryancarson where he shared how he runs his startup solo with AI agents:
✅ OpenClaw as his AI chief of staff to triage emails, book meetings, and do sales
mattshumer_
mattshumer_ @mattshumer_
Codex Mobile is making me a better developer in a way I didn’t expect: I step away from my laptop and stop micromanaging.

I give it much more ambitious prompts (the way models work best).

And I get space to think instead of sitting there with burning eyes spamming prompts.
garrytan
garrytan @garrytan
Early review of GBrain - I am working on it day-to-day, dropped more than 20 PRs in the last week, so it is a young codebase growing quickly and changing. This is great feedback.

GBrain getting better every day

https://vectorize.io/articles/gbrain-review
rauchg
rauchg @rauchg
BJJ is the peak athletic pursuit. Nothing I’ve tried comes close. Join the cult
garrytan
garrytan @garrytan
Retweeted
Andurre Andurre
My first startup took two years to build as I was learning along the way
With Gstack, I built Clio in 3 days and from idea to first 10 users in two weeks.
It will help you question it all with real challenges that help you build not only faster but better from day one
Garry Tan: Proud to say GStack has now crossed 100k stars
Tens of thousands of people use GStack to supercharge their agentic coding and build the things they want to build!
This one goes out to all my haters
🥂
petergyang
petergyang @petergyang
Retweeted
Ryan Carson Ryan Carson
Built the whole product.
Figured out basic gtm motion.
Closed first b2b customer.
1 employee = me
*way* faster because I have zero communication coordination time.
I know we'll have to hire soon but I'm loving running the whole company by myself right now :)
Peter Yang: "I've raised a $2M seed round, but I'm not going to hire anybody for a while.
As a startup founder, you want to understand every job and do it and feel the pain before you hire.
The reality is that an agent is alot faster to onboard and they retain all the training so you can
garrytan
garrytan @garrytan
Retweeted
Diana Diana
yc s26 extended deadline ends tomorrow with the $2M openAI offer which we don’t know if we’ll do again as is an experiment
some thoughts on how to tokenmaxx effectively from 0->1 AI native startups that have done it:
rauchg
rauchg @rauchg

garrytan
garrytan @garrytan
Retweeted
Jon Xu Jon Xu
Founders often ask me what to listen for in customer calls to know if they have a hair-on-fire problem.
This is the wrong question.
Can you run their business? If you were CEO, would this be a top 2 priority? Because most businesses never get to #3.
Rather than pitching your idea, learn the business so well you could run it yourself. You'll know exactly how big the problem is and what they'd pay.
And if this is going to 100x their business and they still won't buy? You just discovered the AI version of their company.
ylecun
ylecun @ylecun
https://youtu.be/l3m3RZNgDdw?si=o-sS1Ee7Y9DTJip3
garrytan
garrytan @garrytan
Retweeted
Ghita Ghita
Genuinely excited to see what the GBrain team is building, and proud @ZeroEntropy_AI is part of it!
Garry Tan: My newest gbrain-evals just dropped - this is how gbrain does vs other options. http://ZeroEntropy.dev is SOTA for reranking and embedding cost, speed, and retrieval success.
GBrain beats MemPalace by 1% on LongMemEval and beats Vector RAG by 38%
https://github.com/garrytan/gbrain-evals/blob/main/docs/benchmarks/2026-05-23-v0.40.6.0-snapshot.md
garrytan
garrytan @garrytan
Retweeted
Rohit Rohit
garry tan's gstack just crossed 100k github stars.
a yc ceo built it in 3 weeks. it's already bigger than ruby on rails.
most people think it's a prompt pack. wrong.
it turns claude code into a full engineering team. one builder, 23 specialists.
here's what it actually does 👇
Garry Tan: Proud to say GStack has now crossed 100k stars
Tens of thousands of people use GStack to supercharge their agentic coding and build the things they want to build!
This one goes out to all my haters
🥂

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