← 2026-05-26

Daily Edition

2026-05-27

2026-05-28 →

AI Builders 日报 — 5月27日

追踪 AI 领域真正在做事的人,而不是空谈者。

今日思考

Garry Tan 昨天在 X 长文里说了一句话:"YC 真正的护城河是那张餐桌后面累积的 6000 家公司样本,不是那张沃顿名片。"这句话今天被 @AYi 翻译成了中文,引发了大量共鸣——因为它触到了创业者最普遍的那种孤独感:父母觉得你疯了,前同事等着看笑话,只有极少数人见过你一模一样的开局然后做成了。这不是 YC 独有的,这是每个非主流路径上的建造者都缺的那一样东西。AI 降低的是建造门槛,但没有降低"你身边有没有人见过这条路"的门槛。与此同时,Cognition 拿了 10 亿美金、 Railway 每周 10 万人注册、OpenAI 基金会掏出 2.5 亿——这些数字堆在一起,指向同一个判断:AI 应用的黄金窗口还没有关闭,但第一批真正的 killer agents 公司已经开始建立收入壁垒了。


产品与发布

Runway MCP × Replit

Runway 发布 MCP(Model Context Protocol),可直连 Replit、Claude、ChatGPT、Cursor 等主流开发工具,在 IDE 内生成 Gen-4.5、Seedance 2.0、Kling 等视频模型输出。Amjad Masad 在 Replit 官方账号推荐开发者使用,AI 视频生成正式进入"开发工具链"时代。faviconx.com

Claude Marketplace 新增五家伙伴

Anthropic 宣布 Claude Marketplace 新增 @augmentcode、@boltdotnew、@coderabbitai、@hebbia、@WeAreLegora 五款产品,企业可将既有 Anthropic 投入 Commitment 直接用于采购这些 Claude 加持工具,采购流程大幅简化。faviconx.com

YC 内部 Agent 基础设施公开

YC General Partner Pete Koomen 首次披露 YC 内部 agent 系统:350+ 工具、自改进 skill 循环、共享组织大脑(overnight 变聪明)。关键解锁:一个数据库的无限制访问权。Koomen 将这一刻比作"AI 的个人电脑时代"。完整对话可在 Lightcone Pod 获取。faviconx.com

Biohub 发布 ESMFold2

Biohub 发布 ESMFold2 蛋白质结构预测引擎,在抗体-抗原结合预测上达到 SOTA,发布 6.8B 蛋白质 atlas 和 11 亿预测结构。核心发现:通过语言建模,蛋白质语言模型自主学会了结构和功能,且 sparse autoencoders 可以揭示模型内部的生物学概念。这被定义为"生物学世界模型"雏形。faviconx.com

Railway Agent-Native Cloud

Railway 发布面向 AI 代理优化的云平台:300 万用户、每周 10 万新增注册、编程 agent 支出超 20 万美元/月的客户已有数百个。创始人在 Latent.Space Pod 解释为什么 AI 代理需要全新的云架构——传统 PR 流程已死,production forks 成为 agent 主要工作形态。faviconx.com

Google Flow 创意工具链

Google 在 I/O 期间展示 Google Flow、Project Genie、Google Flow Music 三款产品,设计师和工程师用 vibe-coding 将传统设计知识与 AI 生成工具融合。核心主张:"如果合适的工具不存在,我就做一个。"人类想象力是最终塑造技术的变量,而非工具本身。faviconx.com

OpenAI Foundation 宣布 2.5 亿美元承诺

OpenAI Foundation 宣布首期 2.5 亿美元投入,用于衡量 AI 经济影响、转型支持和普惠繁荣新模式。Sam Altman 写道:"AI 应该大幅提升全球人们的生活质量和个人自由。"这是 OpenAI 首次将公益资金明确锚定于"AI 导致的就业结构变化"。faviconx.com


观点与判断

Amjad Masad (Replit 创始人兼 CEO)

  • 约旦国王授勋,Replit 15 年旅程获国家认可 Replit 在约旦成立 15 年后,Amjad 收到约旦国王阿卜杜拉二世授予的国家级勋章,表彰其对 AI agentic 领域加速发展的贡献。他写道:"从约旦起步,一路走到今天,服务全球 5000 万开发者在 Replit 上用 Claude 构建软件——这是一段不可思议的旅程。" faviconx.com

  • Stripe 新业务创建量同比翻倍,创业黄金时代持续 Amjad 引用数据确认:"Stripe 新业务创建量 3 月同比翻倍,超越疫情封锁期峰值;20% 的创业公司在 30 天内收到第一笔付款(2020 年仅 8%)。"他认为这是 AI 时代创业门槛降低的直接证据。faviconx.com

Garry Tan (Y Combinator CEO)

  • 别用 2026 年的技术重建 2010 年的业务 Garry 向创业者发出直接警告:不要重建 Foursquare 或 Yelp,不要用 10 美元/月的 SaaS 定价重造 Basecamp,不要低估定价。"如果这东西有用,它就值更多钱。不要被诱惑去成为'科技赋能 PE'用收入技巧做包装。AI 改变了规则,你要玩新游戏。" faviconx.com

  • Process Power:个人护城河的正确构建方式 Garry 解释为什么他持续公开分享 GStack、GBrain 和"fat skill fat code thin harness"框架:这些是在构建"Process Power"——即一个人能够建立的系统,让 AI agent 帮你完成工作的能力。他称之为"任何人都能建立的唯一超级护城河"。faviconx.com

  • "9 点酒吧测试":验证创业想法真实性的终极方法 Garry 提出一个反直觉的检验标准:你能把这个想法在酒吧里跟朋友自然讲出来吗?不是市场规模,不是 TAM,就是一个故事——你为什么做这个,你看到了什么别人没看到的。如果不能用喝酒的语气自然讲出来,你的想法还需要更多打磨。没有真实性,没有人买你的产品,更不会有人投资或加入你。faviconx.com

  • 标准化测试回归 UC 刻不容缓 Garry 连续转发 UC 教授联名信:超过 500 名教授签名表示新入学生的数学水平差距已严重到"被迫在微积分课上讲初中数学"。他明确表态支持恢复 SAT,称"加州和蓝州需要停止按口号投票,重新为繁荣投票"。faviconx.com

  • 是时候创造新软件,而不是复制旧软件 Garry 引用 Aaron Epstein 的话作为收尾:每次人类获得新工具,都会用它创造出以前不可能的新东西。他写道:"当形式改变时,你创造的东西也必须改变。"这是对当下许多"用 AI 重建传统软件"路径的根本质疑。faviconx.com

Guillermo Rauch (Vercel CEO)

  • GitHub 宕机暴露软件基础设施仍是硬问题 Vercel 团队在 GitHub 宕机前 16 分钟就自动检测到异常(部署量突然下滑又激增),而 GitHub 官方状态页还未更新。Rauch 写道:"尽管关于 coding AGI 的讨论铺天盖地,软件基础设施的现实依然是极度困难的问题。GitHub 是 Copilot 的缔造者——第一个 AI 编程重大突破产品——但'将 GitHub 扩展到极致、让它超快、零错误'这个 prompt 显然还不够。" faviconx.com

Sam Altman (OpenAI CEO)

  • 私人超音速飞机新纪录:Mach 1.21 Sam 转发了 Hermeus 的 Quarterhorse Mk 2.1 首飞:这是史上第一家从创立到超音速飞行最快私营公司,无人驾驶,时速达 Mach 1.21。faviconx.com

Peter Yang (产品与 AI 战略)

  • 系统构建不是拖延,是 AI 时代的 MVP 前置条件 Peter 引用 Ryan Carson 的观点:过去我们说"做最小化可行产品,不要在系统上花时间"——那是人类作为执行层的时代。现在 AI agent 改变了"哪些工作昂贵"的计算,系统不是拖延,而是高效用 AI 代理发货的前置条件。faviconx.com

swyx (Alex Lu,AI 构建者)

  • Cognition 估值 26 亿美元,ARR 4.92 亿,融资 10 亿+ swyx 详细拆解 Cognition 为什么是"完美的风暴组合":第一个编程 agent、第一个云开发基础设施、最好的代码 review 安全 guy、第一个 LLM wiki 知识库、S-tier GTM、最多的 IOI 金牌……以及 Peter Thiel 为什么将最大 AI 赌注押在 Cognition。faviconx.com

gdb (Gregory K.BLACK)

  • GPT-5.5 发现 27 年前的 RCE 漏洞 GPT-5.5 在审计中发现一个 1999 年 4 月引入的远程代码执行漏洞,已通过 triple-check。gdb 评论道:"GPT-5.5 的网络安全能力被严重低估。" faviconx.com

  • Codex 会议实时转录 一位开发者用 Codex + GPT Realtime Whisper 构建了会议实时转录 skill,可在会议进行时向 Codex 提问会议内容。gdb 将此列为 Codex 在知识工作领域的又一杀手级用例。faviconx.com

  • OpenAI 私有 MCP 服务器支持 OpenAI 宣布私有 MCP 服务器可通过出站 HTTPS 直连 ChatGPT、Codex 和 Responses API,企业可将 MCP 服务器保留在内部网络。这一更新使企业 AI 集成更安全,gdb 将其标注为"被低估的能力"。faviconx.com


技术动态

Yann LeCun (Meta 首席 AI 科学家)

  • ESMFold2 的世界模型机制解析 LeCun 转发了 Biohub 团队对 ESMFold2 内部机制的深入分析:sparse autoencoders 揭示了模型如何将蛋白质表征空间按尺度、复杂度和抽象层级组合组织——这种组织方式直接映射了百年来实验科学建立的蛋白质生物学理解,且完全是从序列语言建模中自发涌现的,没有先验知识。这被认为是"语言模型正在成为理解和管理生物学强大基底"的直接证据。faviconx.com

  • JEPA 可识别世界模型理论证明 LeCun 转发 David Klindt 实验室的新理论:LeJEPA 可以恢复世界的潜在变量——即 JEPA 实际上在学习什么终于可以被证明。引用者评价:"这刷新了我们对表征学习的理解。" faviconx.com

X / Twitter

88
garrytan
garrytan @garrytan
Great to see a GBrain x ActiveGraph crossover here

Great retrieval pairs well with almost anything you want to do with agents

Apprentice AI: Gbrain is what an agent *knows* — a durable markdown/git knowledge substrate with hybrid search, typed links, facts, timelines, and a real ingestion pipeline.

@ActiveGraphAI is what an agent *did and why* — an event-sourced runtime with replay, fork/diff, and full causal
garrytan
garrytan @garrytan
Saikat Chakrabarti said that a single member of Congress from San Francisco is "useless."

This type of statement should immediately disqualify him from office. He doesn't want to represent the people.

He just wants to buy personal power and clout.

He is no public servant.
ylecun
ylecun @ylecun
Retweeted
David Klindt David Klindt
What does JEPA actually learn? We can finally prove it 🌍
So excited to share our theory of identifiable World Models: LeJEPA recovers the latent variables of the world.
Plan in the learned World Model as if it were real, same shortest path.
📄: http://klindtlab.github.io/lejepa-identifiability
ylecun
ylecun @ylecun
Retweeted
David Klindt David Klindt
Re Identifiability is what it means to learn the right latent space, the Gaussian is why LeJEPA works, and it's what makes planning transfer.
I think identifiability is the right definition of what it means to learn a World Model 🌍
The natural next step for the theory: add action conditioning, like in LeWorldModel (@lucasmaes_ et al.),
w/ @randall_balestr @ylecun 🔬🤖
Paper: https://arxiv.org/abs/2605.26379
Code: https://github.com/klindtlab/lejepa-identifiability
rauchg
rauchg @rauchg
Feedback is a gift. Critical feedback doubly so.
rauchg
rauchg @rauchg
Next.js Night · AMS 🇳🇱 · June 11

Learn what’s next + meet the team + share feedback

http://luma.com/34nqdfc3
swyx
swyx @swyx
Retweeted
Madhav Singhal Madhav Singhal
latent space pod is still very underrated, especially on the applied side of things
glad that they have kept it very high signal
one of the few pods i listen to while working out and I always find myself re-looking up some reference/info that i found on the pod for work
garrytan
garrytan @garrytan
Retweeted
otterboyinfrisco🏳️‍🌈 otterboyinfrisco🏳️‍🌈
It really is not hyperbole to say that Peskin and SF's "progressives" really genuinely came up with the worst housing policies on literal planet earth for 25 years+.
Genuinely don't know how SF gets out of this.
donkeyDdevelops: Crazy that SF rents are at all time highs and still nothing pencils there for ground up.
(actually maybe not that crazy)
sama
sama @sama
🛫

Hermeus: Supersonic. Mach 1.21.

Quarterhorse Mk 2.1 is now the world’s first privately developed, unmanned supersonic jet and the fastest unmanned aircraft flying today.

This flight makes Hermeus the fastest company in aviation history to go from founding to supersonic flight - exactly

garrytan
garrytan @garrytan
GStack is still getting better daily. Just shipped v1.47

Thanks @jayzalowitz for the PR idea

Extra useful for when I need to fix GBrain issues and need to create a precise spec about the bug directly out of the OpenClaw instance that hit the issue
garrytan
garrytan @garrytan
Retweeted
Matt Lieberman Matt Lieberman
I signed it. The data are clear. Standardized tests are the best predictor of college success and the least biased indicator we have. Getting rid of them was incredibly foolish.
Steve McGuire: "Current admissions practices do not provide a sufficiently reliable check on mathematical readiness for STEM majors."
Over 280 University of California STEM faculty have signed an open letter calling on the Board of Regents to reinstate standardized testing in admissions:
garrytan
garrytan @garrytan
Retweeted
Brad Gessler Brad Gessler
Re @nbaschez @gbrainio @garrytan Yeah. We setup a gbrain for a team two weeks ago and it took 90 min, so we got it down to 90 seconds on http://gbrain.io
Still a lot of work in front of us, but if you’re up for a journey, we’re steadfastly building a sane managed team OpenClaw + gbrain + UI.
amasad
amasad @amasad
Honored to receive a medal from his Majesty King Abdullah II for Distinction on Jordan’s 80th Independence Day.

It’s been an incredibly journey building @Replit, starting from Jordan more than 15 years ago, and then helping accelerate the field of agentic AI globally.

gdb
gdb @gdb
codex is great for any kind of work done with a computer:

Brandon Gell: If you know one thing about every right now, it's that we're heavily Codex pilled. So we wrote a guide on how to use Codex for knowledge work as well as we do. You dont want to miss this one...

https://every.to/guides/codex-for-knowledge-work
garrytan
garrytan @garrytan
Founders must stop trying to building 2010-era businesses with 2026-era technology.

Don't try to rebuild Foursquare or Yelp.

Don't try to recreate Basecamp by 37 Signals with $10/mo SaaS pricing.

Don't underprice! If it works it's worth a lot more.

Don't be tempted to become "Tech enabled PE" with revenue tricks.

The rules of tech changed with AI. Play the new game.
garrytan
garrytan @garrytan
Retweeted
Y-3 Y-3
AI-Literacy and Reading Between the Slop
https://yyy3.substack.com/p/ai-literacy-and-reading-between-the
NIK: > I’m now in the LeCun/Marcus camp on LLMs
> real programming agents will need world models
> not some RLVR shit
it’s over
petergyang
petergyang @petergyang
Retweeted
Moses Xu Moses Xu
the mvp rule made sense when humans were the execution layer: cut scope, ship fast, iterate.
agents change which work is expensive.
systems aren't procrastination now, they're the only thing that scales.
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
gdb
gdb @gdb
true but changing fast

Austen Allred: Codex remains underrated
amasad
amasad @amasad
Retweeted
Jason ✨👾SaaStr.Ai✨ Lemkin Jason ✨👾SaaStr.Ai✨ Lemkin
New!! "Why This is The Best Time Ever To Be Building, Where AI Agents Are Going, and Much More with Replit"
https://youtu.be/QFZH6_3HdTo
rauchg
rauchg @rauchg
gm
amasad
amasad @amasad
Track day.


Amjad Masad: Back in Jordan doing my favorite thing — drifting! First time in a pro drift car.

amasad
amasad @amasad
Retweeted
Aaron Horne Aaron Horne
Try DemoGuards today. 14-day free trial, no CC required for trial. https://demoguards.com
Created on @Replit, as well as the animation and video
ylecun
ylecun @ylecun
Retweeted
Alex Rives Alex Rives
Today we're announcing ESMFold2, an open scientific engine to power prediction, design, and discovery across protein biology.
The new model delivers state of the art performance on protein interactions, especially antibodies, a critical modality for therapeutics.
We have designed and validated miniprotein binders and single chain antibodies across five therapeutic targets that are important in cancer and immunology. We are seeing very high success rates, and affinities at levels consistent with therapeutic activity.
We’re also releasing an atlas of 6.8 billion proteins, and 1.1 billion predicted structures.
ESMFold2 is built on a state of the art language model that has been trained on billions of protein sequences.
A world model of protein biology emerges through language modeling.
We’ve used the techniques of mechanistic interpretability developed to understand large language models to understand the concepts ESM uses to represent proteins.
The model’s representation space has a compositional organization of features across scales, levels of complexity, and abstraction, that reflects and mirrors the understanding of protein biology developed through a century of empirical science.
This understanding emerges without prior knowledge, just from language modeling of protein sequences.
Language models are becoming a powerful substrate to understand and program biology.
The design of protein interactions is one of the most fundamental problems in biophysics, and has critical implications for the discovery of new medicines. A simple gradient based search with the model was able to discover high-affinity protein binders.
I'm excited by the potential this has to accelerate basic science and the understanding of proteins. And especially for the new avenues it opens up for therapeutic design and medicine.
rauchg
rauchg @rauchg
Every time GitHub has an outage our team is paged. Incidents at Vercel get automatically filed by anomaly detection systems.

We just detected an outage 16 minutes before their status page changed. Deployments suddenly dipped and surged.

Despite all the chatter about coding AGI, the reality is that software infrastructure remains an extremely hard problem.

I have no doubt the GitHub team is highly competent, and there's no shortage of models and agents available to them. Don't forget this is the company that brought us Copilot, the first major breakthrough product in AI coding. Yet clearly the prompt "/goal scale GitHub, make everything extremely fast, make no mistakes" is not enough.

The hard parts of software remain very hard, especially under unprecedented demand, as more people join in on the fun of building new things.
ylecun
ylecun @ylecun
Retweeted
nature nature
A newly released AI tool has generated an atlas of more than one billion predicted protein structures and billions more protein sequences.
https://go.nature.com/4fblM0Z
garrytan
garrytan @garrytan
Retweeted
Anish Acharya Anish Acharya
the big thing that's changed since 2010 is you can be dramatically more ambitious in the type of software you build and charge dramatically higher prices
the durable lesson from foursquare and yelp and many 2010 era startups is to build at the edge of new tech and new culture
Garry Tan: Founders must stop trying to building 2010-era businesses with 2026-era technology.
Don't try to rebuild Foursquare or Yelp.
Don't try to recreate Basecamp by 37 Signals with $10/mo SaaS pricing.
Don't underprice! If it works it's worth a lot more.
Don't be tempted to
garrytan
garrytan @garrytan
Retweeted
Liam Liam
http://x.com/i/article/2059578647653285888
garrytan
garrytan @garrytan
Retweeted
Liam Liam
$4 million and 18 months. Then $200 and 5 days. Same product, rebuilt by one man.
That gap is the proof of what @garrytan just named: process power, the one moat anyone can build for themselves.
Everyone is quoting the price. The price is the boring part.
What matters is what he did with the time the cheap building gave back: he built a system that builds, and kept it as one person. He showed the whole loop and barely anyone caught it.
I wrote the full breakdown, including the one test that tells you if you are running his loop or just renting a chat window.
Garry Tan: The reason why I release my X articles about AI agents (fat skill fat code thin harness) and GStack and GBrain is that we, yes you and I, can have *PROCESS POWER*, which is the one super powerful specific moat that anyone can create for themselves.
The agent helps you do it.
ylecun
ylecun @ylecun
Retweeted
Randall Balestriero Randall Balestriero
It is refreshing to have some new arguments pointing at specific distributions (Gaussian) our embeddings must follow! Especially now that we know how to do scalable distribution matching in high dimension with LeJEPA/SIGReg! Another win for Abraham de Moivre and Friedrich Gauss!
David Klindt: What does JEPA actually learn? We can finally prove it 🌍
So excited to share our theory of identifiable World Models: LeJEPA recovers the latent variables of the world.
Plan in the learned World Model as if it were real, same shortest path.
📄: http://klindtlab.github.io/lejepa-identifiability
ylecun
ylecun @ylecun
Retweeted
Chris Murphy 🟧 Chris Murphy 🟧
This Ebola outbreak has been a slow motion disaster - 900 cases and and now threatening the U.S..
We know how to stop outbreaks like this. But Trump chose not to stop it. He destroyed our global health team, deliberately exposing us.
1/ Here's the story of how this happened.
ABC News: The CDC sent an "urgent request" to its workforce to recruit personnel to help screen passengers coming from Central Africa for any potential signs of Ebola illness, according to an internal email to staff obtained by ABC News. https://abcnews.link/yji3ra3
ylecun
ylecun @ylecun
Retweeted
Roshan Rao Roshan Rao
Announcing ESMFold2, our new state-of-the-art structure prediction model capable of predicting structure from single sequences or MSAs. ESMFold2 improves on benchmarks of protein-protein interaction and is particularly strong on predictions of antibody-antigen complexes.
Alex Rives: Today we're announcing ESMFold2, an open scientific engine to power prediction, design, and discovery across protein biology.
The new model delivers state of the art performance on protein interactions, especially antibodies, a critical modality for therapeutics.
We have
ylecun
ylecun @ylecun
Retweeted
Zeming Lin Zeming Lin
Re ESMFold2 is a state of the art folding model. It's crazy good. The -Fast model does better on antibody-antigen complexes than AF3 with MSAs.
ylecun
ylecun @ylecun
Retweeted
Zeming Lin Zeming Lin
Re First of all, all of this is open sourced. Even the binder design protocol [coming soon], which has been rigorously experimentally validated.
Paper: https://biohub.ai/papers/esm_protein.pdf
🤗: https://huggingface.co/biohub
Atlas: https://biohub.ai/esm/protein/atlas
Website: https://biohub.ai/esm/protein
ylecun
ylecun @ylecun
Retweeted
biohub biohub
Proteins are the machinery of life. Scientists have cataloged billions of protein sequences—but their biology is still mostly unknown.
Today we're releasing a world model of protein biology: a scientific engine for prediction, design, and discovery that consists of ESMFold2, ESMC, and ESM Atlas. Together, they're helping to open up a new way for researchers to design proteins and speed up scientific discovery.
Our mission is to cure or prevent disease. To do that, we need to accelerate science. That's why we're releasing all three openly. https://bit.ly/3PGf1dk
swyx
swyx @swyx
Retweeted
Rebecca Bakels Rebecca Bakels
Who will I see at @aiDotEngineer World's Fair? Getting so excited!
garrytan
garrytan @garrytan
Retweeted
Jitesh Ghanchi Jitesh Ghanchi
I can't believe i'm using the same AI coding setup as the ceo of @ycombinator to build my products
@garrytan's gstack is awesome.
no millions, no SF, no connections needed
golden era for solo builders fr
petergyang
petergyang @petergyang
Retweeted
Peter Yang Peter Yang
I got tired of making PowerPoint slides so I built an AI skill to do it for me.
Here's my new tutorial on how to build a /slides skill that turns a rough outline into a beautiful HTML deck in minutes.
I walk through how to:
→ Use 12 slide formats and 3 templates
→ Add live charts and subtle animations
→ Get AI to screenshot each slide and fix layout issues itself
📌 Watch now: https://youtu.be/vbChRIIlSPE
garrytan
garrytan @garrytan
Retweeted
Paul Graham Paul Graham
Gustaf (right) when he was in YC. You can see why our nickname for this startup was "the band".
garrytan
garrytan @garrytan
The best pitch test: can you tell this at a bar to a friend?

Not the market size, not the TAM, not the deck. Just the story. Why you built it. What you saw that nobody else saw. What happened.

If you can't tell it naturally over drinks (or it would feel weird to your friend and they would think "this isn't you"), your idea or pitch or endeavor needs to bake some more.

The 9pm-at-a-bar test for your startup idea is a defining authenticity test. And without that, nobody will buy your product, let alone come work for you or invest.
garrytan
garrytan @garrytan
Retweeted
Kevin Dahlgren 🥾 🥾 Kevin Dahlgren 🥾 🥾
San Francisco: A Shoplifting Paradise for the homeless. I visited San Francisco to document the homelessness crisis and witnessed some of the most blatant shoplifting I’ve ever seen. Every store I entered, someone was actively stealing while security guards stood by, often
garrytan
garrytan @garrytan
http://x.com/i/article/2059649519722307584
garrytan
garrytan @garrytan
I get up in the morning to be a witness to greatness in YC founders.

Garry Tan: http://x.com/i/article/2059649519722307584
garrytan
garrytan @garrytan
Retweeted
Nick Mehta Nick Mehta
Re @garrytan's quote below around using AI to create new products and services is so spot on - and so hard to do.
5 Failure Patterns in New Product Introduction to Avoid in the AI Era:
Every established company has face-planted one or more times trying to get into a new market. Think of all of the failed product launches from even the most iconic companies like Google, Amazon and others.
In my experience, there are at least 5 common patterns:
1. No "Right to Win." This is the biggest. What do you bring to the table in the new market that helps you win? Amazon had no right to win with the "Fire" phone. Apple had a right to win with AirPods (due to iTunes and iPhone). AI opens up infinite market - so choose the part where you are the logical winner.
2. Inferior v1. So many large companies have the hubris to think they can enter a new category with a "good enough" product. In the olden days where transparency was limited and switching was hard, this worked (e.g., Oracle). Now, every new space is a new fight. So you need to have a great product from day 1. AI obviously helps a lot here in terms of iteration speed. But don't let your incumbency go to your head.
3. No Sales Channel. Another challenge (particularly for B2B enterprise businesses) is they have an inability to sell the new offering. Maybe it's too cheap and the sales force focuses on the core. Maybe it requires a product-led motion and your main business is sales-led. This is where using AI to give the builders control of the go-to-market is huge. Before, product people would wait months for marketing to build a separate PLG site or for campaigns to go out. Now, speed can be rapid.
4. No Portfolio. The truth is that new products are bets. Author Jim Collins famously advised "fire bullets, not cannonballs" - meaning try lots of small things first. The problem is that in the pre-AI world, it was expensive to test new products. Hence companies often did it serially and with a lot of resource. Now, parallel processing is possible.
5. "Limited Talent." There was a perception that larger organizations failed to launch new products due to a lack of talent. I think this is partially true. I believe much of the talent was suffocated under a mountain of "cross-functional alignment meetings" for the new business. These are soul-crushing and demotivate the people that you want to be fired up. Free them by giving them autonomy and using AI as a part of that.
What else would you add in terms of why incumbents fail in new markets and how AI can help?
Garry Tan: @karrisaarinen Use AI effectively to create new products and services that didn’t exist before that customers love
garrytan
garrytan @garrytan
Retweeted
Y Combinator Y Combinator
Over the past year, we've been building our own internal agent infrastructure at YC: over 350 tools, self-improving skill loops, and a shared organizational brain that gets smarter overnight.
In this episode of the @LightconePod, we sat down with YC General Partner Pete @koomen to talk about how he led the effort from the ground up.
We cover how giving agents unrestricted access to one database was the key unlock, the self-improving skill loops that get smarter overnight, and why he thinks we've arrived at the personal computer moment for AI.
00:39 — YC's AI Stack
02:15 — The Finance Team Problem That Started It All
05:07 — SQL Access Changes Everything
07:20 — One Database to Rule Them All
09:14 — Jevons Paradox
10:07 — Denormalizing for Agents
12:15 — The Single-Player Era of Agents
14:16 — 350 Tools and a Shared Registry
16:24 — Skillify, DRY, and MECE Resolvers
18:23 — The Self-Improving Dream Cycle
20:26 — The Two-Sentence Pitch Skill
23:06 — How Super Intelligence Compounds
25:10 — Recording Everything as a Building Layer
27:10 — The Shared Organizational Brain
29:18 — Trust-Default Culture as a Requirement
30:44 — Raising the Floor for New Employees
32:35 — Horseless Carriages
34:24 — Why Chat Is the Best Interface for Agents
38:50 — Just-in-Time Software
40:49 — Centralizing vs. Decentralizing AI
43:32 — The Personal AI Revolution
ylecun
ylecun @ylecun
Retweeted
Zeming Lin Zeming Lin
Get a state of the art protein structure prediction in just 9 lines of code. No MSAs needed.
Zeming Lin: I'm so excited to show the world what we've been working on the for the past months!! I'm going to highlight some of the fun results from this paper that I find particularly exciting.
gdb
gdb @gdb
Codex for transcribing and answering questions about a meeting in real time:

Simon Smith: You can now transcribe meetings in real time using Codex and ask Codex questions about meetings as they're happening!

I updated my new Codex Meeting Recorder skill to use GPT Realtime Whisper. Tell Codex to use the skill, and it will start transcription and show it in the

claudeai
claudeai @claudeai
New in the Claude Marketplace: @augmentcode, @boltdotnew, @coderabbitai, @hebbia, and @WeAreLegora.

Apply your existing Anthropic spend commitment toward their Claude-powered products.

Learn more: http://claude.com/platform/marketplace


Claude: Introducing the Claude Marketplace, a way for enterprises to simplify their procurement of AI tools.

Now in limited preview.

garrytan
garrytan @garrytan
If you abhor business and prosperity it will go elsewhere

California and blue states need to stop voting by sound bite and start voting for prosperity again

Joshua Rauh: California's "anchor" firms are growing fast - but they're doing it in other states.

With @LincGerstner we looked at 23 large public companies with strong CA employment presence: Alphabet / Google, Amazon (incl. AWS), Apple, Applied Materials, AT&T, Broadcom, Charles Schwab,

garrytan
garrytan @garrytan
Legalize standardized testing

Legalize merit

Neetu Arnold: University of California STEM professors want standardized tests back due to severe math deficiencies among students:

“We now observe preparation gaps so severe that instructors must reteach middle school mathematics”

“The current admissions metric, based primarily on GPA &


garrytan
garrytan @garrytan
Retweeted
@johnloeber: There are several interesting things going on here. @johnloeber: There are several interesting things going on here.
(1) The UCs were long known for their high standards, in particular UC…
garrytan
garrytan @garrytan
Harm reduction has become harm acceleration

Defund do-drugs-until-you-die policy and fund treatment and recovery

Amber Richmond: The people being handed needles on the street are somebody’s mom. Somebody’s dad. Somebody’s child.

I was one of them.

I had access to clean needles and still ended up needing two open heart surgeries.

If I walked up to a needle exchange right now with almost 6 months clean,
garrytan
garrytan @garrytan
Retweeted
Pete Koomen Pete Koomen
For more than a year we've been building tools at YC to make it easier to use agents at work. I enjoyed speaking publicly about this for the first time with the Lightcone crew!
Y Combinator: Over the past year, we've been building our own internal agent infrastructure at YC: over 350 tools, self-improving skill loops, and a shared organizational brain that gets smarter overnight.
In this episode of the @LightconePod, we sat down with YC General Partner Pete @koomen
sama
sama @sama
AI should dramatically increase quality of life and individual freedoms for people around the world.

The OpenAI Foundation is making an initial $250M commitment to measurement, transition support, and new approaches to broadly shared prosperity.

http://openaifoundation.org/news/economic-futures-in-the-age-of-ai
garrytan
garrytan @garrytan
Retweeted
Ankit Gupta Ankit Gupta
why join YC? My two favorite reasons:
(1) every YC partner is a former YC founder that has built/scaled a company
(2) YC itself is a cutting-edge technology company, built and led by the partners
we will always live in the future and be the earliest adopters of technology
Y Combinator: Over the past year, we've been building our own internal agent infrastructure at YC: over 350 tools, self-improving skill loops, and a shared organizational brain that gets smarter overnight.
In this episode of the @LightconePod, we sat down with YC General Partner Pete @koomen
amasad
amasad @amasad
Retweeted
Claude Claude
Michele Catasta (@pirroh) is President and Head of AI @replit, the platform where anyone can build software in natural language.
At 16, he set out to make software open to everyone. Today, over 50 million people are building on Replit with Claude:
garrytan
garrytan @garrytan
Retweeted
Justin Kan Justin Kan
Finally got agent pilled and set up Hermes agent on Opus, http://you.com for search, connected to whatsapp, told it to install Gstack on itself. Feels like I'm playing Productivity(TM): The Video Game. I'm addicted.
ylecun
ylecun @ylecun
Retweeted
Eric Levitz Eric Levitz
Trump could have presided over a very strong economy. All he had to do was...nothing: Inflation was trending downward, the AI boom was raising growth.
Instead, he engineered a global trade war and energy shock, while shrinking America's labor force. https://www.vox.com/politics/489397/inflation-prices-iran-war-tariffs-trump
rauchg
rauchg @rauchg
The Deployments list was one of the earliest views I built on the (zeit) platform.

One of the earliest 'acid tests' of Next.js was whether it could handle the dynamism of an app and the speed of a website, in one framework.

Redesigning a view that's so heavily depended on is no small feat. While I didn't build this one, it was fun to be flagged-in to opine on the many variations the team tested to get this out 😁


Vercel Developers: The redesigned deployments list is here.

See more deployments at once with a denser layout and an improved mobile experience.
https://vercel.com/changelog/redesigned-deployments-list
swyx
swyx @swyx
insanely good company to keep


Latent.Space: 🆕Railway's Agent-Native Cloud: 3M users, 100K signups/week, $200K+ coding agent spend, production forks, & the death of PRs https://latent.space/p/railway

@Railway founder @JustJake explains why AI agents need a new cloud, how Railway moved the vast majority of workloads onto its own

ylecun
ylecun @ylecun
Retweeted
Georgia Channing Georgia Channing
today was a massive day for protein engineering.
esmfold2 dropped—next gen of the esm series, fully open on @huggingscience. 1.1 billion predicted structures, 6.8 billion sequences. 800m more entries than the alphafold db, and reportedly edging out alphafold3 on protein complexes, including antibody–antigen binding.
alongside it: the new esm atlas. a huge expansion of known protein space, heavy on metagenomic sequences from soil, ocean, and the parts of biology that have been least characterised (until now!!)
and if that weren't enough, litefold dropped the fineweb of proteins, so every major protein database (pdb included) aggregated, cleaned, and made plug-and-play in one place.
these are the releases that push the whole field forward, and the pace of open science right now is almost motion-sickness inducing
all of it on http://huggingscience.co (and ofc @huggingface)
GoogleLabs
GoogleLabs @GoogleLabs
Last week at I/O, we got to hear from the writers, designers, coders, and filmmakers behind products like @FlowbyGoogle, Project Genie, and @GoogleFlowMusic.

A key theme: “See technology as a blank canvas… it's really the human imagination that shapes the technology into new stories and new ways of telling stories” as Matthew Carey puts it. Even as tools evolve at lightning speed, human collaboration remains the absolute center of the creative process.

@KhyatiTrehan and @kaloyaan, pictured below, also shared how they blend their traditional creative design knowledge with vibe-coding to create the vision for Google Flow Tools. As Khyati said: "If [the right tool] doesn't exist, maybe I can just make it." Kaloyan sees this newfound accessibility as an explosion of new creative possibilities and ideas we have yet to see.

Go explore products like Google Flow, Project Genie, and Google Flow Music at http://labs.google.
ylecun
ylecun @ylecun
Retweeted
Kyunghyun Cho Kyunghyun Cho
join us at NYU Global AI Frontier Lab!
@c10labs , @nyuniversity and @NYCEDC invite you to an afternoon bridging academia and industry. Student researchers and early-stage startup founders will deliver lightning presentations on work at the frontier of AI, biotech, and hard tech — followed by a panel with investors and academics on what it actually takes to nurture the next generation of innovators.
rsvp link below!
amasad
amasad @amasad
🔥🔥🔥

Sergei: 4 years ago, I moved to New York to help start the Replit office in Brooklyn.

Today, I walked by our billboards in front of Madison Square Garden. Proud!




amasad
amasad @amasad
Use Runway in Replit

Runway: Introducing Runway MCP. Now you can connect Runway directly into Claude, ChatGPT, Cursor, Replit and more.

Generate polished images and videos with state-of-the-art models, like Gen-4.5, Seedance 2.0, GPT Images 2.0, Kling and more. Right from where you're already working.

ylecun
ylecun @ylecun
Retweeted
biohub biohub
A closer look at what we released today 🧵
ESMC is a language model trained on billions of protein sequences spanning the full diversity of life. Trained across 2.8 billion sequences, the model is exposed to the full distributional structure of evolutionary selection, and in learning to predict it, develops internal representations of protein biology. https://bit.ly/3PGf1dk
garrytan
garrytan @garrytan
Retweeted
AYi AYi
看完 Garry Tan 那篇关于 YC 的长帖, 大半夜的失眠了,想了好久。
心理学家 Alice Miller 一辈子在追一个问题, 为什么同样在恶劣家庭里长大, 有的孩子成了正常的大人, 有的孩子一辈子困在创伤里。
她最后给出的答案有点反直觉, 跟韧性、性格、治疗都没关系。
关键是身边至少有一个人, 愿意在那个孩子说这一切不对劲的时候, 看着他的眼睛说一句, 我看见了,这是真的,你没疯。
Miller 把这种人叫启蒙见证者。
Garry Tan 把这个概念搬到了创业上, 说 YC 真正的核心其实是那张餐桌上的某个人, 能够轻松说出一句, 我见过和你一模一样的开局,他后来做成了。
钱和那张沃顿名片只是表层, 那张餐桌后面累积的 6000 家公司的样本, 才是真正的护城河。
说白了,每个创业者刚开始都活在一个奇怪的处境里。
你父母觉得你疯了, 朋友圈觉得你在玩, 前同事一边祝你成功一边等着看笑话。
我觉得这倒不是他们坏, 主要是他们这辈子没见过两个人从公寓做出十亿美金公司的样子, 没见过的事,对他们来说就是不存在的。
你就像一个人在地下室挖矿, 所有人在地面上喊你回来, 但你听见了岩石另一边的声音。
YC 那个伙伴的作用其实简单, 他只做一件事, 把头探下来看一眼你挖的洞, 然后告诉你这里六年前另一个人也挖过,他挖通了。
仅仅这一句话, 你心里那种自己是不是真的疯了的疑问, 会立刻塌下来。
我盯着这段看了很久, 因为它讲的早就不止是 YC 了。
每个做内容、做产品、走非主流路径的人都缺这个, 缺一个见过相同地质层的人在旁边点一下头。
朋友的善意没法替代见证者, 善意的关心有时候反而是更精致的怀疑。
真正能让你穿过那段最黑的隧道的, 是某个看过 6000 次同样故事的人, 在你最虚的那个瞬间, 轻轻说一句, 我见过,你没问题。
所以说,有时候改变一个人命运的,根本不是被说服,是被看见啊。
@garrytan thanks Garry!Your writing really cheered me up.
Garry Tan: http://x.com/i/article/2059649519722307584
amasad
amasad @amasad
Replit supported more than 3,000 Saudi students to build their apps — many went on to become successful projects!

نون التعليمية: ضمن الشراكة بين نون التعليمية ووزارة الاتصالات وتقنية المعلومات، @McitGovSa وبالتعاون مع @Replit ، أُطلق “هاكاثون رواد المستقبل” لتمكين طلاب الثانوية في الذكاء الاصطناعي التوليدي، بمشاركة +70 طالبًا وطالبة.

امتدادًا لنجاحات مكّنت +3,000 طالب من تطوير +10,000 مشروع تقني ضمن

ylecun
ylecun @ylecun
Retweeted
Noah Smith 🐇🇺🇸🇺🇦🇹🇼 Noah Smith 🐇🇺🇸🇺🇦🇹🇼
FUCK YEAHHHHHH
ANTHROPIC IS NO LONGER DOOMING ABOUT JOBS!!!!! ♥️♥️♥️
swyx
swyx @swyx
cognition is now the largest independent agent lab in the world. take the 200% utilization that everyone is hitting from this chart and run out the sales growth from this, i encourage you to go thru the exercise if you are new to investing

a lot of you have read my cog initation post, but when i talk to people they do not sufficiently appreciate that this is the perfect storm of all the trends:

- first* koding agent
- first* cloud dev infra
- best reviewed code review/security guy
- first* llm wiki knowledge base
- s-tier GTM
- most IOI golds
- somehow also cracked at Smash Bros and Poker

agent lab gets you:
- long model diversity
- long reasoning/toolcalling models
- long harnesses
- long domain specific RLFT
- long coding data/expertise/evals
- long full agentic SDLC
- chief partner to CIOs in combating tokenmaxxing slop from humans and from agents
- SOTA foodbench from house chefs

and this is why you can see this is Peter Thiel's biggest AI bet

*i dont like "first" as an adjective, but "first + 2 years of serious scaling" really serves as a shorthand for "most enterprise battle tested" - see customer list in screenshot - literally 10s of thousands of devs, 10s of thousands of repos, PER CUSTOMER is the kind of weight I put on the simple word "first"


Cognition: 1/ We’ve raised over $1B at a $26B valuation, led by @Lux_Capital, @generalcatalyst, and @8vc.

Our enterprise usage has grown >10x since the start of this year, and our run-rate revenue grew to $492 M.

We launched Devin two years ago as the first AI software engineer. Since

garrytan
garrytan @garrytan
Retweeted
Mayor Matt Mahan Mayor Matt Mahan
UC STEM faculty are absolutely right, and this change is long overdue.
We’re doing our kids a disservice and putting at risk the reputation of the world’s best public university system. As Governor, I’ll bring back SAT/ACT scores as part of the admissions criteria for STEM degree applicants.
Steve McGuire: "Current admissions practices do not provide a sufficiently reliable check on mathematical readiness for STEM majors."
Over 280 University of California STEM faculty have signed an open letter calling on the Board of Regents to reinstate standardized testing in admissions:
amasad
amasad @amasad
Michele’s been applying AI on code since before LLMs existed, which is why frontier labs enjoy collaborating with our team.

It’s been super fun working with Anthropic to constantly find the absolute edge of what’s possible with Claude to build great products for our customers.

Claude: Michele Catasta (@pirroh) is President and Head of AI @replit, the platform where anyone can build software in natural language.

At 16, he set out to make software open to everyone. Today, over 50 million people are building on Replit with Claude:

ylecun
ylecun @ylecun
Retweeted
biohub biohub
🎙️@alexrives on 'AI for Science' with @latentspacepod breaking down our world model of protein biology: ESMFold2, ESMC, and ESM Atlas. https://www.latent.space/p/esmfold2
gdb
gdb @gdb
bring-your-own MCP servers:

OpenAI Developers: Private MCP servers 🤝 OpenAI products

Your team can keep MCP servers inside your network while ChatGPT, Codex, and the Responses API connect through outbound-only HTTPS.

🔗 https://developers.openai.com/api/docs/guides/secure-mcp-tunnels

ylecun
ylecun @ylecun
Retweeted
Tymofiy Mylovanov Tymofiy Mylovanov
Petraeus: Putin is the personification of evil.
He wants to reassemble as much of the former Soviet Union or Russian Empire as he can, and he does not believe Ukraine has a right to exist as an independent country. We did not listen carefully enough. 1/
gdb
gdb @gdb
Codex for parallel browser-using subagents:

George Pickett: The wild part of Codex sub-agents isn't that one AI can use Chrome.

It's watching a single prompt turn into seven browser sessions running at the same time.

Flights, cars, Airbnbs, hikes, forms, checkout pages.

Still rough around the edges but still feels like the future

ylecun
ylecun @ylecun
Retweeted
Dr. Catharine Young Dr. Catharine Young
In case you still think there is any normalcy in how scientists are being treated at NIH.
Photo credit: 27UNIHTED
garrytan
garrytan @garrytan
Retweeted
Brycent Brycent
YC is backing some absolute wizards!
ylecun
ylecun @ylecun
Retweeted
Garry Kasparov Garry Kasparov
Yes, it was easier to laugh, or cry, at such lunacy in medical and scientific officialdom in banana republics like Russia before Trump appointed RFK Jr (circumcision and vaccines cause autism, mRNA tech is evil, etc.) and 52 GOP Senators voted to confirm him.
Branislav Slantchev: Russia’s descent into madness continues as all sorts of crackpots and grifters take advantage of the marginalization of science and politicization of everything, including medicine. Here, at the official meeting of the psychiatric association, they are saying people are being
garrytan
garrytan @garrytan
Retweeted
Liz4SF Liz4SF
Zero common sense, let’s do away with SATs bc it’s racist. UC regents should all be fired, along with/ racist admissions committees, where Asian kid w/ 4.42 Weighted GPA & 1590 on SAT cant get u admissions to UC SD, UC SB, Davis nor Irvine
“More than 500 professors signed an open letter saying they’ve been forced to teach “middle school” math in Calculus and other courses as incoming students are alarmingly unprepared for college-level coursework.”
New York Post: UC professors forced to teach 'middle school math' after SAT ban https://trib.al/VJYmde8
amasad
amasad @amasad
Absolutely it is

Rexan Wong: NOW IS THE BEST TIME IN HISTORY TO START A COMPANY

heres what the CEOs of @stripe + @Replit just said:

> new business creation on stripe is up 2x YoY in march (even bigger spike than covid lockdowns)
> 20% of startups charge their first customer within 30 days (was 8% in 2020)

ylecun
ylecun @ylecun
Retweeted
Kenneth Roth Kenneth Roth
Trump is now "the most unpopular president since our poll started in 2009. His net approval rating is -24," due to his war of choice in Iran and his mishandling of the economy. 
https://trib.al/G1c4KcW
ylecun
ylecun @ylecun
Retweeted
Occupy Democrats Occupy Democrats
BREAKING: Trump just got busted STEALING all the donation money from his “Board of Peace” fund to rebuild Gaza!
This one REALLY takes the cake...
When Donald Trump announced he would be creating a new multinational organization to compete with the United Nations and manage the colonization of Gaza, it was roundly disparaged as being an obvious attempt to solicit yet more bribes from other countries.
These concerns turned out to have been well-founded, as a new Financial Times report shows that the Board of Peace fund is empty.
“Zero dollars have been deposited,” one source said. “Member states” pleged $7 billion while Trump himself promised to put $10 billion in.
At least…not to the official World Bank fund.
Instead, donations have instead reportedly flowed through a separate JPMorgan account controlled by the organization. Unlike the World Bank fund, the account is not subject to the same transparency requirements.
Meaning he’s stealing all the money, which everyone figured he was going to do in the first place.
While nobody believed that Trump had any intention of actually rebuilding Gaza, it is still shocking to see him perpetrate such a wide-scale and brazen theft in front of the whole world.
Every single cent needs to be stripped from him and given back to the people of Gaza once Democrats are back in charge.
garrytan
garrytan @garrytan
Retweeted
Ankit Gupta Ankit Gupta
my prompt for aspiring founders: assume the models reach superintelligence (arguably they have already), don't kill us all, and still require us to prompt them to do things.
what are the hardest problems you can now point them at?
gdb
gdb @gdb
Underappreciated how capable GPT-5.5 is at cybersecurity:

Philo Groves: GPT 5.5 found a 27-year-old RCE introduced in April of 1999. I've triple-checked the flow and commit history, it's real.

Can't wait to responsibly disclose!
garrytan
garrytan @garrytan
Bring back the SAT at the UC system

(yes that's correct, they don't even look at SATs anymore for college admissions there)

Neetu Arnold: University of California STEM professors want standardized tests back due to severe math deficiencies among students:

“We now observe preparation gaps so severe that instructors must reteach middle school mathematics”

“The current admissions metric, based primarily on GPA &


garrytan
garrytan @garrytan
It's time to make new software, not recreate old software

When the form changes, what you create must change

Aaron Epstein: A lot of people are worried software is dead.

But throughout history, any time humans have gotten new tools, we've always found new things to create with them that weren't possible before.

It just doesn't always look exactly like the things of the past.
swyx
swyx @swyx
Retweeted
Latent.Space Latent.Space
🆕Biohub’s Protein World Model: ESMC-6B, ESMFold2, 6.8B proteins, 1.1B structures, antibody design, SAEs, & the bitter lesson for biology https://www.latent.space/p/esmfold2
@biohub Head of Science @alexrives explains why biology may scale like language modeling, how metagenomics unlocked the next ESM scaling curve, why protein LMs can learn structure/function from sequence alone, how sparse autoencoders reveal biology inside the model, why ESMFold2 can beat specialized systems on antibody-antigen prediction, and how Biohub’s $500M Virtual Biology Initiative aims to build predictive models of cells, disease, and eventually physiology.
gdb
gdb @gdb
OpenAI for self-improving tax agents:

Samay: At @ThriveHoldings, we built a product with @OpenAI to automate tax prep for the 30+ accounting firms we own across the country.

This season, it processed 7k+ returns. But what I think is more interesting is that the product meaningfully self-improved as accountants used it.

YouTube

0

No recent videos fetched on this date.