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AI Builders 日报 — 6月19日

追踪 AI 领域真正在做事的人,而不是空谈者。

今日思考

今天的内容整体偏轻,但有一个信号值得记住:做基础设施的人(Guillermo、Vercel)和做模型的人(OpenAI、Anthropic)正在从不同方向推动同一件事——让软件变得更透明、更可验证、更面向未来。当 API 设计者开始像对待产品体验一样对待 AI 接口,当 o3 这样的"老模型"仍能刷新医学诊断边界,这两件事放在同一个时间窗口里,不是巧合。AI 的进步不是一条线,而是多条线同时在走。


产品与发布

OpenAI Codex 企业信用额度分析

OpenAI 为企业管理员推出信用使用分析和支出控制功能,支持在 workspace、group 和 user 三个层级设置代码和推理的消费上限,用户可查看自身消耗并申请额外额度。这是企业级 AI 部署的基础设施完善,也是让 AI 从实验走向合规管控的关键一步。faviconx.com

Boston Children's Hospital 用 o3 辅助诊断罕见病

波士顿儿童医院的研究团队使用 o3 Deep Research 帮助诊断疑难罕见病,相关论文发表在《新英格兰医学杂志》。值得注意的是,o3 是发布超过一年的"老模型",团队表示难以想象当前模型能实现怎样的效果。这再次说明模型能力的瓶颈有时不在模型本身,而在于有没有人认真把它用对地方。faviconx.com


观点与判断

Guillermo Rauch (Vercel CEO)

  • Agent 正在反向塑造软件开发的健康习惯 AI Agent 热潮正在推动行业回归软件工程的原始愿景:开放 API、完善的文档(skills)、测试(evals)、Unix 命令行接口、支付与商业协议,甚至更广泛地采用 markdown/json/html 等标准格式。他判断这正在让万维网的原始愿景以新的形式落地。这是一个从 Agent 需求倒推回基础设施质量的观察,方向感值得关注。faviconx.com

  • 同一thread的另一版本 内容和上一条相同,rauchg 稍后重新发布了一次,文字略有删减。faviconx.com

Matt Shumer

  • 征集:AI 会议安排系统方案 如果你苦于会议太多、调度繁琐,Shumer 宣布将免费公开自己的个人 AI 会议安排系统。这是一个轻量但实用的信号——说明即使是 AI 开发者也在被日程管理消耗,AI 处理自己的工作流已经是实际需求而非概念。faviconx.com

X / Twitter

29
petergyang
petergyang @petergyang
How do you steer Claude Code with new prompts in the desktop app while it's working?
swyx
swyx @swyx
+55% in one day. i should start a fund

(dm if you would actually help me run one, i have no idea how to run one)


swyx: my notes from the @midjourney medical launch

- @Scobleizer compared this to the original iPhone and Tesla launches (that he was also front row for)
- find you a man who looks at you like @bryan_johnson was 😍 ing for @DavidSHolz
- see @iScienceLuvr tweet linked for Nature paper

amasad
amasad @amasad
Retweeted
Kevin Brown Kevin Brown
I only spent part of the second day at vibecon @Replit. I think, I got the much needed inspiration from these two presenters before leaving.
The drive back to CT was crazy. Police cars all along the FDR with their lights flashing. I think I attribute it to the Knicks parade.
amasad
amasad @amasad
tfw put america 1st and f the haters
amasad
amasad @amasad
White House: “why?”
Anthropic: “have you heard of Pliny the Liberator?”

Polymarket: NEW: The White House is reportedly demanding Anthropic make Fable 5 impossible to jailbreak before rerelease — which security experts say “can’t be done.”
AmandaAskell
AmandaAskell @AmandaAskell
I'm going to add "wear an Iris van Herpen dress" to my retirement wishlist. What good art.
amasad
amasad @amasad
Awesome!

Handsher: -such a good time at @Replit's vibecon yesterday🙌

great people, great ideas, even better energy.

spent it telling people about @HyperFrames_ and where AI motion video is heading - this space is just getting started.

thank you @Replit 🧡

amasad
amasad @amasad
😎

mori: vibing @Replit !




amasad
amasad @amasad


Brianne Kimmel: The first Vibecon curated by @Replit has been so inspiring.

A large warehouse packed with interactive, collaborative experiences for creatives.

A city created entirely out of prompts

A fragrance inspired by your favorite memory

We need more spaces like this to play.




gdb
gdb @gdb
Launching credit usage analytics and updated spend controls for enterprises, available in our global admin console:


angel: nothing gets admins more excited than enterprise spend controls and we’re happy to deliver!

admins can now manage spend controls for codex and that on the workspace, group, and user level; users can also view their credit consumption and request additional credits.

happy
garrytan
garrytan @garrytan
Retweeted
brryant brryant
A bit of déjà vu at @ycombinator Demo Day earlier this week. (sharing in case you're curious)
Webflow went through YC back in 2013. A lot of people have been asking: why do YC again with @ployai? A few reasons ...
gdb
gdb @gdb
Codex app is very good

Q: codex desktop app @OpenAI is crazy

i have a session with nearly 300 subagents running more than a day
thanks to @justsisyphus lazycodex

and it is just smooth as hell
no bad experience

rauchg
rauchg @rauchg
Agents are motivating so many healthy software habits. Open APIs, documentation (skills), tests (evals), Unix (CLIs), payment & commerce protocols, even wide 𝙰𝚌𝚌𝚎𝚙𝚝-𝙴𝚗𝚌𝚘𝚍𝚒𝚗𝚐 use (markdown/json/html).

The original vision of the WWW coming to life before our eyes.
rauchg
rauchg @rauchg
Agents are motivating so many healthy software habits. Open APIs, documentation (skills), tests (evals), Unix (CLIs), payment & commerce protocols, even wide 𝙰𝚌𝚌𝚎𝚙𝚝 use (markdown/json/html).

The original vision of the WWW coming to life before our eyes.
garrytan
garrytan @garrytan
Retweeted
Y Combinator Y Combinator
Bryant Chou (@bryantchou) co-founded Webflow, which today powers around 1% of all websites on the internet.
Now he's back in the current YC batch with @ployai, an AI-powered website and marketing platform that doesn't just build your site — it connects to your analytics, CRM, and search console to optimize your marketing while you sleep.
In this episode of the @LightconePod, he explains how he built Ploy to be “anti slop,” how building today compares to his first startup, and why founders with domain expertise are making a comeback.
0:45 — What Ploy Is Building
2:21 — Redesigning Old YC Startup Websites
6:01 — Better Design, Better Storytelling
7:08 — Democratizing Marketing and Growth
10:39 — Rebuilding a Website in 75 Seconds
14:04 — Your Website as a Company Brain
18:23 — Building the Anti-Slop Design Engine
21:01 — Why Bryant Came Back to the Web
24:04 — Building in a Competitive Market
27:55 — The Future of AI-Native Marketing
34:18 — Why Experienced Founders Have an Edge
garrytan
garrytan @garrytan
Retweeted
brryant brryant
Come watch roast the YC Partners original sites!
And get a peek of ploy's insane capabilities.
Y Combinator: Bryant Chou (@bryantchou) co-founded Webflow, which today powers around 1% of all websites on the internet.
Now he's back in the current YC batch with @ployai, an AI-powered website and marketing platform that doesn't just build your site — it connects to your analytics, CRM,
amasad
amasad @amasad
Retweeted
Replit ⠕ Replit ⠕
As your work evolves, your credibility evolves with it.
We're proud to be a featured partner in @LinkedIn's connected apps launch. The work you've actually built on Replit can show up right on your in your Linkedin profile.
Connect Replit and let your builds speak for themselves.
https://news.linkedin.com/2026/visibility-builds-credibility---the-tools-you-use-every-day--now
mattshumer_
mattshumer_ @mattshumer_
If you have too many meetings to schedule, and want an AI to handle them:

Comment and I'll give you my personal system for free!
garrytan
garrytan @garrytan
Retweeted
Mike Solana Mike Solana
medium was burning $2.6M a month when they replaced the phrase "free and open" from the company's rules with "a safe, respectful, and welcoming environment." then came substack. the untold story of what should have been the next great publishing giant from @HarrisSockel
Pirate Wires: Publishing platform Medium raised over $157 million, at one point burning over $2.6 million per month, in an effort to become something like the “Netflix of publishing” — the default destination for the best writing on the internet, all for $5/month.
That is, until it lost many
garrytan
garrytan @garrytan
Tip: pick the worst thing you are afraid to show your board for your next board meeting and make it slide one (you can only do this with good boards btw)

Make it a big deal you did that. Make it a habit.

Alex Konrad: Salespeople have a problem: they only spend 21% of their time actually selling to customers 🤝

@mutinycorp CEO Jaleh Rezaei (@jalehr) thought she'd found a way to fix it. She worked with customers like Snowflake and Uber. Revenue reached 8-figures 📈

Which makes what happened

gdb
gdb @gdb
OpenAI for helping families facing rare genetic diseases. This was done with o3 which is over a year old, amazing to think what will be possible with today’s models.

OpenAI Newsroom: For families facing rare genetic diseases, answers can be hard to find.

@HallieJackson spoke live with @_perloj and Dr. Catherine Brownstein about the new NEJM AI paper and our work with Boston Children’s Hospital, where experts used o3 Deep Research to help diagnose rare

ylecun
ylecun @ylecun
Retweeted
Matt Rouif Matt Rouif
We are so confident that @photoroom_ML has the highest product fidelity in the world for images that we guarantee it. Fidelity or token refunded.
Just walked off the Black Stage at VivaTech with an announcement I’ve wanted to make for a long time.
Photoroom now comes with a product fidelity guarantee: if our AI ever changes your actual product , your logo, your colors, the details that matter, you get your token back.
In ecommerce, fidelity isn’t optional. The customer has to receive exactly what they saw. What you see is what you get.
It only works because of two models behind the scenes, our foundation model research PRX Pixel , and a visual quality model that catches any drift before an image ships.
Also great to catch up on research with our long time advisors thanks to @ylecun and @julien_c . 🙏
garrytan
garrytan @garrytan
Retweeted
AYi AYi
Garry 说了一句所有 founder 都该刻进脑子里里的话,但 99% 的人可能只读到了表面那层,把坏消息放董事会第一页,远不止是大家说的诚实美德,
多数人只会把Garry 这条建议当成励志鸡汤,其实它本质是一套主动设计的强制纠错机制,
把你最害怕给董事会看的东西,强制做成 slide one——这不是在讲透明,核心是说怎么把董事会从评审团转变成利益共同体,
他专门用括号加了一句最关键的话:you can only do this with good boards btw,
这句话才是整个建议的引擎,
因为绝大多数董事会,你说实话他们会惩罚你,你敢把最坏的东西放在第一页,他们会觉得你有问题
但好董事会看到你把伤口先亮出来,反应是:行,我们一起缝
这才是 slide one 规则真正的前提,不是勇气,是你在跟谁开会
然后我去翻了 Garry 引用那个案例,Mutiny 的 CEO Jaleh Rezaei 干了一件更极端的事
她之前的公司 Mutiny 做到 8 位数收入,客户是 Snowflake 和 Uber,销售 AI SaaS,听起来已经赢了
但她把客户解雇了,把团队砍了,把公司围绕 AI agent 重新创立
倒不是看到趋势转型,关键是要在船还没漏水的时候主动凿沉,
背后有一个数字让她做了这个判断:销售人员实际用于销售的时间,只占 21%
如果 AI agent 把这 21% 吃掉,整个销售 SaaS 的逻辑地基就裂了
我以前有个做投资的兄弟跟我说过一个比喻,好的董事会和坏的董事会的区别就像开刀
坏的董事会看到你肚子疼,让你多喝水别耽误干活,把疼藏住
好的董事会看到你掀开衣服指着一个地方说这里最疼,第一反应是:手术台在哪
Garry Tan 这条建议的本质,就是在筛选谁值得跟你一起上手术台
把最害怕的东西做成 slide one 然后把它当成大事来庆祝——前面那个动作是信任,后面那个动作是习惯,两个加起来才成立
Garry Tan: Tip: pick the worst thing you are afraid to show your board for your next board meeting and make it slide one (you can only do this with good boards btw)
Make it a big deal you did that. Make it a habit.
swyx
swyx @swyx
Retweeted
AI Engineer AI Engineer
This is what the AI engineering ecosystem looks like in one room.
60+ Gold Sponsors are joining us at AI Engineer World's Fair, spanning infra, inference, agents, data, eval, and observability.
The whole stack, under one roof.
June 29 – July 2, Moscone West.
http://ai.engineer/worldsfair
swyx
swyx @swyx
Anthropic is going to IPO at $2T

John Jumper: A bit of news: After nearly 9 years, I have decided to leave Google DeepMind and join Anthropic (after taking some time to recharge). I am incredibly grateful for my time at GDM. @demishassabis took a real chance letting me lead the AlphaFold team just six months after finishing
swyx
swyx @swyx
cognition.ai -> cognition.com

it's cleaner
swyx
swyx @swyx
me holding on to @aidotengineer World Fair x World Cup SF game tix today
garrytan
garrytan @garrytan
Retweeted
Diana Diana
watch our og startup sites be roasted then fixed by @ployai
Y Combinator: Bryant Chou (@bryantchou) co-founded Webflow, which today powers around 1% of all websites on the internet.
Now he's back in the current YC batch with @ployai, an AI-powered website and marketing platform that doesn't just build your site — it connects to your analytics, CRM,
garrytan
garrytan @garrytan
Retweeted
Diana Diana
an underrated source of good startup devtool ideas: taking an old boring API, then make it angent native + oss and have LLMs default to recommending it
proved by this paper 2 yrs ago

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