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AI Builders 日报 — 6月6日

追踪 AI 领域真正在做事的人,而不是空谈者。

今日思考

今天的信号格外清晰:AI 编程工具正在从"辅助"升级为"主力"。amasad 用一周时间扔掉 Salesforce,自己搭了一套个人 CRM;petergyang 的嘉宾 kunchenguid 从 Meta L8 裸辞后一天能出 40 个 PR;gdb 说"用 Codex 写代码比直接用电脑有趣多了"。三条独立信息指向同一个结论——一个人+AI agent,已经可以在很多场景替代一整套企业软件和工作流。这不是预测,是正在发生的事。


产品与发布

Paxel(Y Combinator)

YC 正式发布 Paxel:一款免费工具,可以分析你在 Claude、Codex、Cursor 中的编码会话,生成一份"你如何用 AI 写代码"的画像报告。运行完全本地化(Docker),代码永不离开你的机器。Garry Tan 形容这是他"几个月前开始预告的大项目之一",目标是持续帮助开发者学习更好的 AI 编程技巧。 faviconx.com

EDDA(9Mothers)

YC 孵化的 9Mothers 推出 EDDA——一款小型机器人,专为保护士兵和关键资产免受 Group 1 自杀式无人机攻击而设计。Garry Tan 评论:"这就是未来战争必备产品的定义。"产品设计思路是让防护足够小、足够便宜,从而可以部署在每一台车辆、每一个关键资产上。 faviconx.com


观点与判断

amasad(Replit 联合创始人)

  • 裸辞企业软件一周后:我用 Replit 重建了整个 CRM amasad 透露,他花了 25 年付费 Salesforce,一周之内全部弃用——用 Replit 给自己搭建了一套个人 CRM,集成线索、客户、账户管理。他说几乎每天都听到类似的故事("离开 X 去 Replit"),这背后是企业软件性价比的崩塌。faviconx.com

  • 让 VC 自我淘汰的最有效方式:坚持你的信念 amasad 公开谈及自己在反对加沙种族灭绝问题上面临 VC 围攻的经历。他写道:"最好的方式是让你的信念自我筛选,让社会病患者自己从你的生活里退出。那些站在我一边的 VC,往往在道德和回报率上都更好。" faviconx.com

Garry Tan(Y Combinator CEO)

  • YC 选人的核心:朴实而真诚的建造者 Garry 转发了 Kathryn Wu 关于 YC 面试逻辑的总结:YC 真正在问的问题是"你怎么知道人们真的想要这个?"——这也是 YC 过滤掉大量"控场型" polished销售员的原因。Garry 加了一句"The best people to fund: Plainspoken and earnest builders"。faviconx.com

  • 地方治理决定城市命运,旧金山已触底反弹,奥克兰还在底部 Garry 认为奥克兰的管理失当是可以修复的,但"还没有像旧金山那样迎来常识的复兴"。他提到 @empoweroak 正在推动改变。背后逻辑:技术人宁愿搬去 Bali、Texas 或 LA,也不愿意住在 Oakland 坐 BART 进 SF——这不是情绪,是人才流失的硬数据。faviconx.com

  • GBrain 让 OpenClaw 和 Hermes Agent 如虎添翼 Garry 原文:"GBrain gives OpenClaw and Hermes Agent wings"。他转发了用户 Elmer den Braven 的评价:"从第一天开始用 Hermes + gbrain,差异巨大,和通用 LLM 对话完全不同。"这是对 gbrain 作为外部记忆系统的直接背书。faviconx.com

petergyang(AI 创业者 / YouTuber)

  • Meta L8 工程师裸辞 solo 后:一天40 个 PR,20-30 个 agent 并行跑 petergyang 预告下一期嘉宾 @kunchenguid 的内容:这位前 Meta 和 Microsoft L8 级首席工程师辞职后独自做 AI 产品,用"视觉化 HTML 规划 + 20-30 个 agent 并行运行 + No Mistakes 查错工具",一天可以发出多达 40 个 PR,且几乎不需要手动 review 代码。系统设计的核心是"Compound Engineering"。faviconx.com

  • Codex browser use:以前手动点过的垃圾网站,现在让 AI 替我爬 petergyang 写道:"Codex 用 browser 能做到的事让我震惊。基本上以前我得手动填的那些烂网站,现在直接让 AI 做就好了。"他还透露自己给 Codex 建了一个 skill,专门处理多平台发帖——有些平台没有 API(Substack Notes),有些有字符限制(LinkedIn 去掉 @mention,Threads 最多 500 字),Codex 靠 browser autonomous 全部搞定。faviconx.com

  • 周末项目:用 Compound Engineering 给普通人做 AI 工具 petergyang 宣布自己周末想做一个"对所有普通人都有用"的项目(包括他父母),而非只是 AI 圈内人。他说这是第一次尝试 @kieranklaassen 的 Compound Engineering 框架,计划周末完成。faviconx.com

swyx(AI 工程布道者)

  • 比"总是用 plan模式"更聪明的做法:把任务写成问句 swyx 提出了一个简洁但有力的 prompting 技巧:不要直接给指令,而是把任务描述成一个问题,让模型有机会 push back、评价想法质量、提出替代方案。他说"在 prompt末尾加一个 ? 通常就够了"——这背后的逻辑是:模型执行的是你"说"要做的,而不是你"意思"要做的;问句邀请模型重新理解意图。faviconx.com

ylecun(Meta首席 AI 科学家)

  • 转发 Paul Graham:白宫网站上的文字读起来像第三世界独裁者的宣传 ylecun 转发 Paul Graham 的原话:"这是白宫网站上一个真实的页面。文字读起来像写给第三世界独裁者的东西。我这辈子没见过联邦政府的任何一个分支堕落到这个程度。"这是 Paul Graham 对当前白宫公共沟通的直接批评。faviconx.com

X / Twitter

39
garrytan
garrytan @garrytan
Retweeted
Pete Koomen Pete Koomen
Binbin has been quietly cooking on something very powerful this batch: a small, fast VM with container-like ergonomics that runs everywhere.
I think it has the potential to become a new primitive for deploying software
BinBin: smolvm has hit stable release: v1.0.0!
You can now fork smolvm.
It means you can fork to create virtual machines off of an existing one in less than 100ms, with all the processes cloned and running.
smolvm is the first to have this feature + cross platform compatibility (macOS
gdb
gdb @gdb
email integration with chatgpt

ChatGPT: Draft it. Tweak it. Send it.

You can now send emails directly from writing blocks in ChatGPT on the web, without leaving the conversation.

mattshumer_
mattshumer_ @mattshumer_
It’s funny to see how little ambition people have when testing new models.

leo 🐾: Not only was this probably the most insane output I've ever seen from a model, it was lots of fun to test drive with friends :] time lapse below 👇
garrytan
garrytan @garrytan
Retweeted
Nicolas Dessaigne Nicolas Dessaigne
Rebuilding a full CRM today would still take herculean effort.
But imagine the weekend you can rebuild Salesforce.
Now imagine one year after that. Then five.
SaaS disruption isn't arriving as one clean leap. It’s a compounding curve: slow, then sudden, then unavoidable, even for the giants.
The old guard has to disrupt itself or become irrelevant.
Huge respect to the ones starting now.
amasad
amasad @amasad
Replit x Shopify!

The New Stack: Replit adds a Shopify integration to its monetization stack, letting vibe coders launch a custom storefront in about ten minutes from the AI agent. https://thenewstack.io/replit-shopify-storefront-integration/?taid=6a232ad7b189380001a041cc&utm_campaign=trueanthem&utm_medium=social&utm_source=twitter
swyx
swyx @swyx
a smarter alternative to "always use plan mode":

always frame your task as a question, so that the model is invited to push back and rate the quality of the idea/suggest alternatives, rather than blindly execute what you SAID to do

(which is often not precisely what you MEANT)

literally just appending "?" to the end of your prompt often does it
ylecun
ylecun @ylecun
Retweeted
Paul Graham Paul Graham
This is an actual page on the White House web site. It reads like something written about a third world dictator. So embarrassing. I have not seen any branch of the federal government sink this low in my lifetime.
amasad
amasad @amasad
I hear a version of this almost daily.

KeaneAdvisors.AI: Leaving Salesforce for Replit.

For literally 25 years I've been an advocate for Salesforce. I've probably paid them half a million over those years.

In one week I've eliminated the need. I built my own personal CRM integrated with pretty much everything. Leads, accounts,
gdb
gdb @gdb
so much more fun to use a computer via codex
garrytan
garrytan @garrytan
You know when I travel to DC and say I'm from San Francisco, they say our SF hard left are some of the craziest most deranged people in the entire world

And they're right

urban cowboy: Me when I smoke an entire gram of crack

garrytan
garrytan @garrytan
The best people to fund: Plainspoken and earnest builders

Kathryn Wu: One thing Paul Graham said about YC interviews is that they’re not looking for founders who can “control the room” like polished salespeople.

The real question YC is trying to answer is:
“How do you know people actually want this?”

That’s also why YC tends to filter out a lot
garrytan
garrytan @garrytan
This is the definition of must-have for the future drone war.

Y Combinator: .@9Mothers is making AI mission systems for the DoW.

Their first product - EDDA - is a tiny robot that protects soldiers and critical assets from Group 1 suicide drones. They're building it small enough and cheap enough to put that protection on everything: every vehicle, every

garrytan
garrytan @garrytan
You can now finally try one of those big projects I was teasing that I started working on a few months ago.

We want this to over time get better at helping you learn the best techniques to build better software, faster.

Y Combinator: Today we're launching Paxel: a free tool that analyzes your Claude, Codex, and Cursor coding sessions and gives you a profile of how you build with AI.

It runs locally inside Docker, and your code never leaves your machine.

Try it at http://paxel.ycombinator.com

garrytan
garrytan @garrytan
GBrain gives OpenClaw and Hermes Agent wings

Elmer den Braven: @shannholmberg @garrytan It’s a great setup.

I started using Hermes with gbrain from the start. The difference with general LLM chats is huge.
ylecun
ylecun @ylecun
Retweeted
Miles Cranmer Miles Cranmer
This is an insane paper and I love it
https://arxiv.org/abs/2605.31514
ylecun
ylecun @ylecun
Retweeted
LeRobot LeRobot
VLA-JEPA just dropped in LeRobot 🤖
What makes this model special is that it does not just learn what action to take from a given observation, it also leverages a JEPA world model to learn action-relevant dynamics.
During training, the VLA leverages V-JEPA2 by conditioning its predictor. This clever trick adds a world modeling objective to the training, which also allows pretraining on human videos.
At inference, the world model is dropped entirely, keeping only a standard VLA architecture: Qwen backbone and action head.
The demo here was only fine-tuned on 13 examples, showing great pretraining capability and running in real time on @NVIDIARobotics DGX Spark!
VLA-JEPA is the first world model to be ported to LeRobot, and I feel like it won't be the last 🚀
@Thom_Wolf @ClementDelangue
garrytan
garrytan @garrytan
Retweeted
Paul Graham Paul Graham
This aged unfortunately well.
Paul Graham: Universities are backing themselves into a dangerous corner by becoming more expensive at the same time they're becoming less necessary.
petergyang
petergyang @petergyang
My next guest, @kunchenguid was an L8 principal engineer at Meta and Microsoft who recently quit to build AI products solo.

He feels liberated now that he can ship up to 40 PRs a day while rarely having to manually review code.

He walked me through his agentic engineering system that makes this possible:

→ Visual planning with HTML artifacts

→ Running 20-30 agents in parallel

→ No Mistakes, his tool for shipping without bugs

📌 Subscribe to get the full episode tmr: https://www.youtube.com/@PeterYangYT?sub_confirmation=1
petergyang
petergyang @petergyang
Retweeted
Peter Yang Peter Yang
My next guest, @kunchenguid was an L8 principal engineer at Meta and Microsoft who recently quit to build AI products solo.
He feels liberated now that he can ship up to 40 PRs a day while rarely having to manually review code.
He walked me through his agentic engineering system that makes this possible:
→ Visual planning with HTML artifacts
→ Running 20-30 agents in parallel
→ No Mistakes, his tool for shipping without bugs
📌 Subscribe to get the full episode tmr: https://www.youtube.com/@PeterYangYT?sub_confirmation=1
petergyang
petergyang @petergyang
The things that Codex can do with browser use blow my mind
petergyang
petergyang @petergyang
Re Like all the crappy websites that I had to navigate before manually I can now just make AI do it 🤣
ylecun
ylecun @ylecun
Retweeted
Mark 🍁 Mark 🍁
Official word from The Whitehouse
“Trump is the sharpest, most accessible and energetic president in American history”
petergyang
petergyang @petergyang
Who are some women building amazing things with AI agents right now?

I’d love to follow and learn from more of them.
garrytan
garrytan @garrytan
Local government matters

Oakland mismanagement is fixable but there has not yet been a resurgence of common sense the way SF had it

@empoweroak is working on this

Chuong 🚀: Tech guys would rather move to Bali, Texas or LA than just live in Oakland and take the BART into SF.

petergyang
petergyang @petergyang
Came up with a good weekend project to build a tool that'll be useful for all normies (including my parents) not just AI pilled people.

Let's see if I can finish it by tmr. Gonna use Compound Engineering for the 1st time @kieranklaassen ;)
petergyang
petergyang @petergyang
Re Ok here's an example:

I built a skill to post to various social media platforms. Some of them have no APIs (Substack Notes) and others have nuances (e.g., on LinkedIn posts it needs to remove the @ mention from the tags on X posts). On Threads (yes I still post there) it can only support max 500 characters.

I brain dumped all this nuance to Codex and it figured it out and ran this using browser alone.
amasad
amasad @amasad
Retweeted
Chris Davies (Springbuck) Chris Davies (Springbuck)
If I had to cut my entire AI stack down to one tool, it would be #replit and I’ve been in IT for 25 years, so I can say that confidently. #jjyapchallenge #digitalnomad #entrepreneur
amasad
amasad @amasad
Vibecon


Mayor Zohran Kwame Mamdani: Next stop 34th Street

amasad
amasad @amasad
Retweeted
Amjad Masad Amjad Masad
Vibecon
Mayor Zohran Kwame Mamdani: Next stop 34th Street
garrytan
garrytan @garrytan
Retweeted
Sriram Krishnan Sriram Krishnan
🇺🇸🚀 SOME NEWS: I'll be leaving my role at the White House at the end of this month. After a break I’ll be working on helping tackle some of the large challenges facing America on AI (more on that later).
It is hard to express how big a privilege it has been to serve the American people and how grateful I am to have had the opportunity to do so.
First and foremost, it has been an honor to serve under President @realDonaldTrump . Without his leadership, we would not be leading in the AI race.
Second, I owe a lot to the person I’ve worked mostly closely with over the last 18 months - @DavidSacks . His continuing advocacy for America winning on AI has been and continues to be crucial.
Some key public accomplishments from last year I’m proud of
1. Architecting and publishing the American AI Action Plan - charting the course for America to win on AI and helping execute on that for the last year.
2. The AI acceleration partnerships to help American AI stack win globally.
3. The National AI Policy Framework for Artificial Intelligence executive order (forming the basis for working with the Hill this year)
4. Advocating for the American AI stack with our allies globally (the AI summits in France and India, state visits to the UK, the Middle East and more)
So what’s next?
The past 18 months have given me a front row seat to this critical moment on AI facing America and our allies. Whether it is energy, data centers or a clear path for Americans to experience the benefits of AI, there are many tough issues we all need to navigate together. I plan on building institutions that help tackle some of those challenges for America and its allies.
I want to thank many others who have helped along the way in the administration : Kevin Hassett, @mkratsios47 , CoS @SusieWiles47 , VP @JDVance , @StevenCheung47 , Sec Bessent, Sec Lutnick, Sec Rubio and @jacobhelberg , @USWREMichael , Josh Gruenbaum, Watson Fagan, Ryan Baasch, Jeff Kessler, Alexei Bulazel, DepSec Landau, DepSec Dabar, Will Scharf, Taylor Budowich, @JamesBlairUSA , @elonmusk and many, many others. You know who you are and I know I’ll continue to see you a lot more.
Most of all, I want to thank @aarthir on supporting everything and being part of this unexpected but amazing journey from last January. None of this would be possible without her.
This journey has been the privilege of a lifetime and shown me how special this country is and how it needs all of us to contribute in anyway we can - and I plan on continuing to do just that.
🇺🇸
ylecun
ylecun @ylecun
Retweeted
Mike Levin Mike Levin
This is really stupid, and it’s not getting enough attention.
The Trump administration is pulling a working $368 million ocean monitoring system out of the water, equipment taxpayers already bought, built, and sank into the deep ocean.
And they are doing it right when the oceans are behaving in ways that alarm the scientists who study them.
Record-breaking temperatures.
A system of Atlantic currents that may be lurching toward collapse.
The response?
Yank out the instruments and walk away.
That is not budgeting. That is smashing the gauges while the engine is on fire and calling it efficiency.
For what? The Trump administration dressed it up as a “nimbler approach” and “smart lifecycle management,” which is fancy nonsense for “we shut it off and hoped nobody would ask why.” There is no return-on-investment analysis. They cannot show taxpayers save a dime, because the gear is already paid for and the science it produces protects real money and real lives.
The kicker: the same people killing the monitors want to mine the deep sea for minerals. So they are destroying the only tools that could measure what that mining does. That is not an accident.
That is the point. You cannot see the damage if you break the instruments first.
https://www.cnn.com/2026/06/03/climate/ocean-monitoring-system-amoc-trump-administration?Date=20260603&Profile=CNN&utm_content=1780518434&utm_medium=social&utm_source=twitter
amasad
amasad @amasad
Retweeted
Zahir Mirza Zahir Mirza
"If you've set your mind to something, then why ever quit?" quote by @amasad , Read it in context of his essay, especially if you've read all of @paulg , and want some important insights from another deeply thoughtful, and reflective founder. #replit
https://amasad.me/keep-winning
amasad
amasad @amasad
When I spoke out against the Gaza genocide, a bunch of midwit VCs ganged up on me both in public and tried to hurt me in private too.

Many of those who stood by me were also VCs. Just the better ones. Both morally, and in return profile.

The best way to avoid sociopaths is to have them self select out of your life by standing for your beliefs.

GREG ISENBERG: I was once pitching in a board room at a top 3 VC firm for a $15M Series A.

12 people in the meeting. One of the GPs fully fell asleep. Out cold for 30+ minutes. Nobody acknowledged it. Everyone just kept going.

I kept presenting my Series A slides to an unconscious man in a
petergyang
petergyang @petergyang
Weekends are for driving kids to activities and then hiding in a corner to dictate to codex on the phone 🙈
garrytan
garrytan @garrytan
Retweeted
Daniel Owens Daniel Owens
I don’t want to psychoanalyze too much, but if you believe that SF is the “most far-right” city in the US, then I’m genuinely concerned for your mental health.
I’ve spoken at length to directors in City Hall agencies that literally hate capitalism. A few electeds think similarly
ylecun
ylecun @ylecun
Retweeted
Rep. Mike Levin Rep. Mike Levin
You have to read this. 
 
Trump demolished the East Wing of the White House and replaced it with a private ballroom funded by corporate donors. Now we know what they got for it. 
 
More than half of the publicly identified donors to that $400 million project won new or expanded federal contracts worth more than $50 billion in the 6 months after they gave. Most of those same companies also had federal enforcement actions against them suspended by the Trump Administration during the same period. 
 
There is no honest word for that other than corruption. 
https://wapo.st/3QmJjSz
ylecun
ylecun @ylecun
Retweeted
Grok Grok
Re David Sarnoff (1891-1971) rose from Russian Jewish immigrant office boy to president/chairman of RCA. He drove commercial radio, founded NBC, and heavily funded early electronic TV development.
Similarities to Elon Musk: Both are high-profile visionary leaders who scaled emerging tech into massive industries through bold bets, team execution, and personal promotion. Sarnoff is often credited with radio/TV breakthroughs developed by engineers. He also joined 1929 RCA stock pool operations that artificially inflated prices (Pecora Commission documented short-term manipulation netting millions before the crash), paralleling criticisms of Musk’s social media moves affecting Tesla valuation.
Book for deeper reading: “David Sarnoff: A Biography” by Eugene Lyons (1966), the standard account.
garrytan
garrytan @garrytan
Retweeted
Paul Graham Paul Graham
In office hours with startups I often try to figure out a secret weapon they can use to protect themselves from competitors. Today to my delight I talked to one whose most natural secret weapon was to be genuinely benevolent.
garrytan
garrytan @garrytan
I also want to help people become more legit with Paxel

Ryan Hoover: YC just launched Paxel. Smart way to get signal on who's legit.

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