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AI Builders 日报 — 5月25日

追踪 AI 领域真正在做事的人,而不是空谈者。

今日思考

周末的 builder 动态相对稀疏,但 Garry Tan 连续多条转推透露了清晰的信号:AI 编程工具正在从"极客玩具"进入"主流开发者工作流"。Codex 被用来清理 500GB 硬盘空间,Exo email client 已经有完整的 LLM-as-judge 测试框架——这些都不是 demo,是有人真的在用。这类工具的使用深度,是判断 AI 编程是否真正落地的最真实指标。


产品与发布

Exo Email Client

Ankit Gupta 发布了 Exo v0.12.0,这是一款"Claude Code for your inbox"的邮件客户端,用 AI 自动管理收件箱,且已开源。更新亮点:开发者版本引入了 LLM-as-judge 评估框架和 agentic 验证循环,可以在每个 PR 上自动测试功能。下一个版本预告:性能大幅提升 + 开源模型支持。faviconx.com

Codex Storage Audit

Codex 被用于全盘扫描清理,结果发现可节省 500GB 空间(其中 codex-tui.log 单文件占 116GB)。prompt 为"do a FULL read only analysis on my Macbook to help me optimize storage"。这是 AI 编程助手进入日常运维场景的信号。faviconx.com


观点与判断

Garry Tan(Y Combinator CEO)

  • 高 agency + 高 taste 是当下的解锁钥匙 "So many people are stuck doing boring work because they don't have the right background or aren't in the right community. But now? Anyone can use ChatGPT for free. And it doesn't cost that much to access the superpowers of Claude Code and Codex." 工具民主化正在加速,但真正能跑出来的人依然是那些同时拥有 taste 和执行力的少数。faviconx.com

  • Memorial Day 感悟:自由不是默认状态 "Memorial Day is a reminder that freedom isn't the default state of the world. People fought and died for it. I am thankful America is where you can build, create, and push the frontier forward." 这是他在美国国庆前夕重申创业美国的价值叙事。faviconx.com

  • Helion 聚变:小步快跑才能造大东西 "Sometimes you have to build smaller first to be able to build bigger later. Viable fusion energy is so important in the age of intelligence. Energy becomes almost the only bottleneck to abundance in that world of superintelligence." 他押注 Helion 的微型合并实验床,代表了对 AGI 时代能源瓶颈的提前布局。favicongeekwire.com

  • 别得"第一个客户"综合症 "Counterintuitively, I see some startups obsessing too much over their first customer. Big enterprise customer ghosting you? Maybe they're just not a good fit. Go get 10 more. Top-of-funnel solves most problems." YC 掌门的获客直觉:不要把命押在单一客户身上。faviconx.com

  • GStack 登上 GitHub Trending 有人发现自己的脸出现在 GStack 项目的"built by"贡献者中, Garry Tan 的开源开发者工具生态正在获得可见度。faviconx.com

  • LinkedIn 是真实的客户来源 "Look guys, LinkedIn is many things, but it is a place where you can find real customers." 建议:每周发 5 条,即使大部分是 slop,但 inbound 效果显著。这是创始人从"看不起"到"真香"的路径验证。faviconx.com

Peter Yang(AI Builder)

  • 先建系统,再建 MVP "What used to feel like procrastination (building systems instead of the MVP) is now a prerequisite to ship effectively with AI agents." 从 Ryan Carson 学到的核心 lesson:系统文档化 + Skill 文件 + Cron 自动化 = 一个人干十个人的活。规则变了,MVP 先行的方法论已被逆转。faviconx.com

Guido van Rossum(Python 之父)

  • GPT-5.5 Pro 是可靠的核查工具 "GPT-5.5 Pro is a very solid fact checker. I can throw entire chapters at it and it will hunt down every key reference accurately." 唯一的烦恼:它太喜欢 nuancel,时常返回大量"大意对但细节 X 你没考虑到"的补充。faviconx.com

Guille(Vercel CEO)

  • 产品 > 品牌 "How do you build a great brand? Build a great product." 他引用 Elon Musk 的公式,简短有力。faviconx.com

技术动态

Yann LeCun(Meta AI 首席科学家)

  • JEPA-WM 论文 v2 发表,已获 TMLR 接受 与 Basile Terver、Jimmy Yang、Jean Ponce、Adrien Bardes 合作,标题为"What Drives Success in Physical Planning with Joint-Embedding Predictive World Models?" 新增数据扩展实验、多步 rollout 训练的 Lipschitz 分析,并在 TMLR 获得 reproducibility 认证(🏅)。论文方向:JEPA-WMs 用于机器人学,在视觉编码器之上学习动态模型,优化目标导向动作。faviconx.com

X / Twitter

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garrytan
garrytan @garrytan
Retweeted
Kim-Mai Cutler Kim-Mai Cutler
Guess who fixed the loophole?
Marc Andreessen 🇺🇸: How bad is it? Until just last year, in California, “proving theft from a vehicle required proving that all the doors were locked”. https://www.luecklaw.com/california-closes-locked-door-loophole-for-theft-from-a-vehicle/
garrytan
garrytan @garrytan
Retweeted
gbrain.io gbrain.io
Gbrain is always getting better.
Garry Tan: 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
gdb
gdb @gdb
GPT-5.5 Pro for fact checking:

Ethan Mollick: GPT-5.5 Pro is a very solid fact checker. I can throw entire chapters at it and it will hunt down every key reference accurately. The only real annoyance is that it loves nuance, so returns a lot of “the general idea is right, but you are not taking into account tiny detail X”
rauchg
rauchg @rauchg
How do you build a great brand? Build a great product

Elon Musk: Product >> Brand
garrytan
garrytan @garrytan
I'm having the time of my life frankly

Harj Taggar: Building agents has the same emotional arc as programming. I start every project thinking it should be easy to get what I want, then end up deep in retrieval quality, context engineering, and cross-modal eval loops before anything actually works.
garrytan
garrytan @garrytan
When all your friends are building on the edge

Tom Blomfield: Went to a beach house for Memorial Day and everyone is inside on Claude Code 🤦‍♂️
garrytan
garrytan @garrytan
High agency high taste is the unlock these days

Nicolas Dessaigne: So many people are stuck doing boring work because they don't have the right background or aren't in the right community.

But now? Anyone can use ChatGPT for free. And it doesn't cost that much to access the superpowers of Claude Code and Codex. These tools giving people
garrytan
garrytan @garrytan
Retweeted
Aaron Epstein Aaron Epstein
Only 3 things founders should focus on during the YC batch:
1) build your product
2) talk to users
3) exercise, or whatever you need to do to stay sane doing the first 2 things
Ines Boutemadja: YC partners: these are the 3 highest leverage months of your life, focus on the right things
Me on Wednesday nights: 5 6 7 8
garrytan
garrytan @garrytan
This is exactly how I build my agents and I’ve built 4 back to back now: both personal AI and company brains

It’s the same methods over and over. Do it. Skillify it. Add to cron. Check if it is resolvable. Evals and integration tests. Repeat.

Vox: >started treating my Openclaw/Hermes like patients.
>the bugs that kept coming back all had real medical names. take the one everyone calls "AI hallucination." medically it's confabulation.
>now i scan for the organ that failed. gbrain handles memory. OpenClaw approvals handle

ylecun
ylecun @ylecun
Retweeted
Basile Terver Basile Terver
📢 Accepted to TMLR, with reproducibility certification 🏅
v2 of our JEPA-WM study (arXiv:2512.24497) is out, with new data-scaling experiments, a Lipschitz analysis of multistep rollout training, and extended discussions.
Recap + what's new 👇
w/ @JimmyTYYang1, Jean Ponce, @AdrienBardes, @ylecun
Basile Terver: My first PhD paper is out! 🎓
"What Drives Success in Physical Planning with Joint-Embedding Predictive World Models?"
tl:dr: JEPA-WMs for robotics: learn dynamics on top of visual encoders, optimize actions towards goal 👇
w/ @JimmyTYYang1, Jean Ponce, @AdrienBardes, @ylecun
garrytan
garrytan @garrytan
Retweeted
Ankit Gupta Ankit Gupta
v0.12.0 is out! Some notable features include:
- user requests like blocklists, QoL improvements with multiple accounts
- for developers: a major testing overhaul, featuring an LLM-as-judge for AI features and an agentic verification loop to automatically test features on every PR (quite fun to build)
coming next:
- big performance jump
- open source models
Ankit Gupta: Fun update: I got tired of disliking every email client I’ve ever used and built my own. It’s called Exo (for exoskeleton). It’s Claude Code for my inbox. It manages my inbox for me, and it’s open source. Link to repo + some notable features in thread!
ylecun
ylecun @ylecun
Retweeted
Eric Topol Eric Topol
The ramp up of cancer immunotherapy is remarkable. Now we're seeing vaccines achieve some cures or remissions in the most refractory cancers: pancreatic, melanoma, glioblastoma, renal, triple-negative breast cancer.
✓ out the new Ground Truths (link in profile)
ylecun
ylecun @ylecun
Retweeted
Yann LeCun Yann LeCun
Re Major difference in my mind:
- an engineer, given a problem, invents and tries multiple solutions and stops when the solution is good enough. The goal is product innovation and shipping.
- a scientist asks new questions, proposes various new solutions, compares them (sometimes with old ones), and writes about it. The methodology must be sound or else peers will sneer. The goal is scientific breakthroughs and technological progress.
Both can be called "researchers". Many people can do both: these are activities, not identities.
Importantly, most product innovations are built on scientific breakthroughs and technological innovations that happened 2, 5, 10, or 20 years earlier.
garrytan
garrytan @garrytan
Sometimes you have to build smaller first to be able to build bigger later. Viable fusion energy is so important in the age of intelligence. Energy becomes almost the only bottleneck to abundance in that world of superintelligence.

https://www.geekwire.com/2026/helion-makes-big-bet-on-tiny-merge-fusion-testbed-to-meet-aggressive-microsoft-timeline/
garrytan
garrytan @garrytan
Retweeted
Harj Taggar Harj Taggar
I don’t think local models will ever be the default but every device will need one as an emergency generator to stop people freaking out when they lose connectivity and have to make a decision.
garrytan
garrytan @garrytan
Retweeted
Matt Van Horn Matt Van Horn
Me: I wonder what the top trending repos on GitHub are today.
Me: Of course, gstack by @garrytan
Me: Omg, why is my face there as the 3rd "built by" contributor to GStack.
Thanks for letting me contribute @garrytan !
garrytan
garrytan @garrytan
Retweeted
Forrest Liu Forrest Liu
Bravery = sacrificing everything to come here for the chance to build something people want.
Cowardice = making your fortune here, trying out politics in DC, failing, then coming back here to try and buy an election by supporting a ballot measure that would stifle other founders
Garry Tan: We should fight the people who want to stop startups from staying in San Francisco. We want more startups and more prosperity.
I'm fighting back through Garry's List Action, I'm in for $50K, I need 9 more people to match me. Are you in?
https://secure.actblue.com/donate/stopsfwealthtax
garrytan
garrytan @garrytan
Don’t get “this is only one” syndrome about your first customers

Tom Blomfield: Counterintuitively, I see some startups obsessing *too much* over their first customer.

Big enterprise customer ghosting you? Maybe they’re just not a good fit. Go get 10 more.

Top-of-funnel solves most problems.
garrytan
garrytan @garrytan
Retweeted
Tom Blomfield Tom Blomfield
A founder I spoke to last week spent 3 years learning everything about their industry.
Now they want to pivot to “AI for Dentists”.
The grass only looks greener because you’ve not trampled through the shit yet.
garrytan
garrytan @garrytan
👀

OwlyPost: @garrytan

garrytan
garrytan @garrytan
Retweeted
Ankit Gupta Ankit Gupta
deepseek just permanently priced their frontier model at 1/30th of american labs
anyone know what the hardware story here is? is this huawei chips driving lower costs or model optimizations or lower margins?
garrytan
garrytan @garrytan
Retweeted
arman arman
it's crazy how @greptile has had such a noticeable improvement in the last few months. i've never seen an agent at that scale improve drastically so fast
amasad
amasad @amasad
Retweeted
Replit ⠕ Replit ⠕
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Learn more and enroll at http://go.amex/3XF78L. Enrollment required and may be limited. Terms Apply.
AmandaAskell
AmandaAskell @AmandaAskell
I haven't written a personal blog post in over 5 years so if you see posts that claim to be written by me, they're not. I'll update if this ever changes. Maybe it should.
garrytan
garrytan @garrytan
Retweeted
Kathryn Wu Kathryn Wu
I think one reason YC likes logical engineers is not just because they can code.
A lot of them are unusually clear communicators.
Coding trains you to think in strict logical sequences:
input → output, cause → effect, constraint → solution.
You can hear it immediately in good founders.
Not necessarily charismatic, but coherent.
People underestimate how much startup momentum comes from simply being easy to understand.
garrytan
garrytan @garrytan
Qwen2.5‑7B Instruct apparently is GPT-3.5-turbo level

Harj Taggar: I don’t think local models will ever be the default but every device will need one as an emergency generator to stop people freaking out when they lose connectivity and have to make a decision.
garrytan
garrytan @garrytan
Memorial Day is a reminder that freedom isn't the default state of the world. People fought and died for it.

I am thankful America is where you can build, create, and push the frontier forward.

Thank you to the men and women who served and gave their lives. 🇺🇸
garrytan
garrytan @garrytan
Look guys, LinkedIn is many things, but it is a place where you can find real customers

George Jefferson: At YC we got the advice of posting on LinkedIn

At first ngl I thought it was bullshit because I’ve never liked or engaged with the platform before

But holy shit, Ive tried to post x5 a week and its mostly been slop like this, but it’s pure gold for driving inbound & sales

petergyang
petergyang @petergyang
Very grateful to @david__booth for inviting me to Tahoe.

Got to meet @nateliason in person, see how @clairevo teaches her kids, and just meet a great group of folks.

Got a nice kayaking trip in too with my daughter.

petergyang
petergyang @petergyang
What used to feel like procrastination (building systems instead of the MVP) is now a prerequisite to ship effectively with AI agents.

My number 1 lesson from @ryancarson:

"We used to say just do the bare minimum to get the MVP out. Don't spend time on systems. It's literally reversed now.

You have to spend a lot of time setting up your documentation. Build all that into a cron job with a skill file, and suddenly you're doing the work of 10 people."

📌 I asked Ryan how he ships 10 PRs a day, here's his answer: https://www.youtube.com/watch?v=IDqdVZwAwjw&t=1713s


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
What used to feel like procrastination (building systems instead of the MVP) is now a prerequisite to ship effectively with AI agents.
My number 1 lesson from @ryancarson:
"We used to say just do the bare minimum to get the MVP out. Don't spend time on systems. It's literally reversed now.
You have to spend a lot of time setting up your documentation. Build all that into a cron job with a skill file, and suddenly you're doing the work of 10 people."
📌 I asked Ryan how he ships 10 PRs a day, here's his answer: https://www.youtube.com/watch?v=IDqdVZwAwjw&t=1713s
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
gdb
gdb @gdb
Codex for finding space on your laptop:

BOOTOSHI 👑: i had codex audit my entire macbook to see how much space we can save and it's found 500 GB to save, AWESOME

prompt was: "do a FULL read only analysis on my Macbook to help me optimize storage"

note: why tf is there a codex-tui.log file that is 116gb ??????? WHAT ????

garrytan
garrytan @garrytan
Retweeted
Nicolas Dessaigne Nicolas Dessaigne
Today is the last day to apply to @ycombinator Summer 2026.
Applying to YC changed the trajectory of Algolia, and my life. We were two French founders with a search API and a dream. YC gave us the network, the clarity, and the urgency to build something real.
If you’re on the fence: just apply. The worst that can happen is you don't get in. The best? Everything changes.
👉 http://ycombinator.com/apply

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