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AI Builders 日报 — 6月23日

追踪 AI 领域真正在做事的人,而不是空谈者。

今日思考

Claude Tag 把 AI 助手从"工具"升格为"团队成员"——这是 LLM UIUX 的第三次范式转移。Karpathy 说得很清楚:第一代是网站(你去找 AI),第二代是 App(AI 在你电脑上),第三代是 AI 主动加入组织的工作流(你把任务派给它,然后它异步完成)。这次不只是交互方式变了,而是"AI 在组织里的身份"发生了根本转变。同时,Garry Tan 转发的"幽灵厨房时代"预言正在成为现实:未来大量网站和产品将只为 AI Agent 设计,不再有人类参与——这会比现在的人类互联网规模更大。这两个信号放在一起,指向同一个结论:AI 正在从"你的工具"变成"组织的成员",而这个组织的边界正在扩展到整个互联网


产品与发布

Claude Tag

Anthropic 推出 Claude Tag,一种全新的团队协作方式:在 Slack 中,Claude 作为团队成员加入,有权限访问你选择的频道和工具,你可以随时 @Tag 它并指派任务,它在后台异步处理。整个过程就像管理一个高度可靠的员工,而不是在一堆工具之间来回切换。这被 Andrej Karpathy 称为"LLM UIUX 的第三次重大重新设计"。faviconx.com

Cursor 团队协作指数

Cursor 推出团队热门插件、技能和 MCP 的排行榜,成员可以从新版 Customize 页面一键安装任何上榜项目。Vercel CEO Guillermo Rauch 为此发了"Made in USA"的感叹。faviconx.com


观点与判断

Andrej Karpathy(OpenAI 联创 / 独立研究者)

  • LLM UIUX 第三代:AI 是组织的成员,而不是工具 Claude Tag 代表了 AI 与人类交互的第三次范式转移。前两代分别是:AI 是一个你去的网站,AI 是一个你下载到电脑的 App。第三代是:AI 是一个自包含的、持久的、异步的实体,拥有组织范围的工具和上下文,与人类团队并行工作。这需要大量底层工程工作(跨工具、集成、计算环境、内存、安全等),但完成后体验是"无缝"的——你像跟人说话一样跟它说话,它可以处理非常广泛的工作负载。faviconx.com

Garry Tan(Y Combinator CEO)

  • 加州资产税是在削弱州政府自身 加州的"富豪税"(Billionaire Tax)本意是补贴 Medi-Cal,但加州医学协会(代表5万多医生)已投票反对该法案,警告其可能大幅削减医疗资金。Garry 直言:SEIU UHW 工会只顾自身利益,完全不在乎医疗质量甚至州政府照顾人民的能力是否会受损。faviconx.com

  • 幽灵厨房时代即将来临 未来大量网站和产品将只为 AI Agent 构建,没有人类参与。互联网流量结构将因此发生根本性改变——AI 生成的、无人类在环的内容将占据主流,规模远超现有人类互联网。faviconx.com

  • Dropbox 的 3TB 上限已过时 AI 时代产生的数据量呈指数增长,可用的、真正有价值的数据产出量只会更大。Dropbox 如果不推出更大存储方案,将被市场淘汰。faviconx.com

  • 初创公司融资失败的常见原因不是增长,是利润率 投资人不投收入,他们投的是利润之上的收入。很多创始人收入增长很快,但扣除交付成本后几乎不剩什么。单位经济如果不健康,快速增长的收入是一个陷阱——先修单位经济,再谈融资。faviconx.com

  • LA 住房部门管理着 470 亿美元贷款却没有任何监控系统 LA 住房部门负责 4.7 万套保障房和 29 亿美元的贷款,却没有系统追踪这些房产的财务状况、身体安全或合规情况。结果是三分之一不合规,检查员发现了蟑螂滋生等问题。这不是某个官员的问题,是系统性的政府失能。faviconx.com

Amjad Masad(Replit CEO)

  • K-coding 时代已来 首尔 Replit 黑客松的记忆:编程正在从知识工作变成创意表达,韩国开发者的热情令人印象深刻。faviconx.com

  • 约旦王储访问硅谷 Replit 约旦王储 Al Hussein 一行访问了硅谷的 Replit,并与公司创始人兼 CEO Amjad Masad 见面。约旦王储表示,为全球竞争力感到骄傲。faviconx.com

Peter Yang(Cursor 联合创始人)

  • Claude Code 动态工作流文档读不懂 Peter 直言:读完 Claude Code 的动态工作流文档后,仍然不知道动态工作流是什么,也不知道什么时候该用它。文档的困惑度可能需要重新设计。faviconx.com

  • 愤怒诱饵视频的套路 社交媒体上制造病毒传播的标准操作:1)选出对话中最具煽动性的那一刻;2)截取那个时刻做成短视频;3)收割大量转发和播放量。即使明知是套路,但如果有一个家长看了视频后决定减少陪伴孩子的时间,伤害就已经造成了。faviconx.com

  • Google 工程师因做出受欢迎的开源工具被裁员 有人在 Google 内部开发了 Google Workspace CLI,这个工具在 Hacker News 拿到 #1,有数千 GitHub stars,大量真实用户在用。然后他被 Google 辞退了。这个案例值得反思:为什么做出优秀工具的人反而成为被清理的对象?faviconx.com

  • AI Agent 交互本质上是在管理一个高能力员工 当你在 Slack 里 @Tag 一个 AI 成员并把任务派给它异步完成——这与管理一个高能力员工没有本质区别。下一个问题:1 on 1 和绩效考核是不是也要给 AI 来一套?faviconx.com

swyx(AI Engineer 联合创始人)

  • OpenAI DevDay 申请通道已开启 AI Engineer 社区已经有人在申请了,swyx 送上祝贺。顺便吐槽:21岁以上申请通过概率可能就不高了。faviconx.com

技术动态

Peter Yang(Cursor 联合创始人)

  • Claude Code 动态工作流什么时候用? 读完官方文档仍然无法理解动态工作流(Dynamic Workflows)的概念和使用场景。这个概念的定义和边界需要更清晰的解释——是状态机?是 LLM 驱动的路由?还是某种条件执行?文档没有说清楚。faviconx.com

X / Twitter

33
amasad
amasad @amasad
Retweeted
Jason ✨👾SaaStr.Ai✨ Lemkin Jason ✨👾SaaStr.Ai✨ Lemkin
"The latest emails our AI VP Marketing built on @Replit wrote last week ... was, for the first time, the very best marketing email I'd ever seen.
It was simply great.
And an email no human would ever have the patience to write." with @amasad
Jason ✨👾SaaStr.Ai✨ Lemkin: 10 learnings from my SaaStr AI 2026 deep dive with @amasad, CEO of @Replit:
- Our two best employees now cost $254/mo
- Context windows went 16K → 1M in 2 years
- Replit built its own compaction. Says it beats the labs
- Bugs should be deleted from context. Architecture should
amasad
amasad @amasad
Never quit

Sam Parr: Replit's CEO on the months right before they blew up:

- Lost half the team. 120 people down to 60.
- Had just moved into a huge new office. Empty, cold, dark.
- Every morning he knew someone was gonna walk to his desk and quit.
- "You can see it in their eyes when they stop

rauchg
rauchg @rauchg
Claude Design → Vercel, in one click


Vercel Developers: Deploy globally from Claude Design.
One click.
https://vercel.com/changelog/claude-design-and-vercel
gdb
gdb @gdb
OpenAI for Samsung:

Techmeme: Samsung rolls out ChatGPT Enterprise and Codex to all staff in Korea and DX division staff globally; OpenAI says it's one of its largest enterprise deployments (Kim Su-jeong / CHOSUNBIZ)

(Visit Techmeme dot com for the link and full context!)
garrytan
garrytan @garrytan
The California asset seizure tax is only going to impoverish the state and reduce funding for health care

The SEIU UHW union doesn’t care if quality of care or even the state’s ability to care for its people goes away

There is only pure self interest there

Garry's List: California’s Billionaire Tax is supposed to save Medi-Cal. But the California Medical Association, which represents more than 50,000 doctors, just voted to oppose it—warning it could dramatically reduce funding for health care.

petergyang
petergyang @petergyang
I'm reading this and I still don't get what a dynamic workflow is or when to use it in Claude Code

https://code.claude.com/docs/en/workflows#when-to-use-a-workflow
petergyang
petergyang @petergyang
I'm not going to comment on this other than it's pretty smart to rage bait people on here for clips like this to go viral.

Harry Stebbings: Why Remote Work is White Collar Fraud.

"I have a three-year-old and a five-year-old. The idea that I could do any work at my house is like a total fantasy.

The kids come home at 3pm, your work day needs to keep going. I'm highly against it." @typesfast

petergyang
petergyang @petergyang
Ok I've fallen for the ragebaiting and have been triggered by this so I'm going to say this:

Whether intentional or not, there's a lot of virality that comes from:

1. Pick the most ragebait moment of the conversation
2. Make a clip of that exact moment
3. Get tons of retweets and views

I can tell it's rage baiting (just like the Corgi founder clip) but here's the thing - if even one parent watches this clip and decides to neglect their kids more then the damage is done.

And yes it's hard to work at home when your kid comes back at 3 pm (or 1 pm with summer camp!) but we all make our choices.

Harry Stebbings: Why Remote Work is White Collar Fraud.

"I have a three-year-old and a five-year-old. The idea that I could do any work at my house is like a total fantasy.

The kids come home at 3pm, your work day needs to keep going. I'm highly against it." @typesfast

ylecun
ylecun @ylecun
Retweeted
Dr Jérôme BARRIERE, MD. Dr Jérôme BARRIERE, MD.
C’est elle qui a jeté Fauci en pâture relayé ensuite par RFK et Musk…
Je vous le dis
Le RN au pouvoir ça sera ça.
On peut ne pas être content.
Vouloir du changement.
Mais le changement ça peut être en pire.
Les USA 🇺🇸 en sont le parfait exemple.
En pleine idiocratie.
Et ça nous pend au nez.
Car pardon mais les 3-4 élus RN qu’on ne cesse de voir qui tiennent la route face caméra c’est le vernis
On gratte un peu et on voit vite apparaître la rouille.
L'Express: Une enquête du "Washington Post" a révélé que l'ancienne élue démocrate a reçu des milliers de directives de la part du chef d'une secte hindouiste, lorsqu'elle était membre du Congrès.
➡️ https://l.lexpress.fr/Tbn
garrytan
garrytan @garrytan
Retweeted
conor brennan-burke conor brennan-burke
the ‘ghost kitchen’ era of the internet is coming very soon
we’re going to see lots of websites and products that are built only for agents, without a human in the loop
this is inevitably going to be the majority of traffic, and much larger than the human internet
amasad
amasad @amasad
K-coding

vic: Recap of a @Replit hackathon in Seoul last month 🇰🇷 ❤️

ylecun
ylecun @ylecun
Retweeted
Eric Topol Eric Topol
"I do not believe that AI is likely to cure cancer anytime soon"—@2plus2makes5
https://www.theatlantic.com/technology/2026/06/ai-cancer-progress/687654/?gift=yDcMMOSj-3oJk8475KVVBne5CfZXWcmKJJrUAGArmLA&utm_source=copy-link&utm_medium=social&utm_campaign=share
In fact, AI has already enabled:
—a non-invasive blood test to assay the tumor microenvironment (optimizing the use of immunotherapy, never previously available)
— discovery of a 14-protein blood test to prevent lung cancer
— guided the selection of neoantigens for personalized vaccines, such as for cure of pancreatic cancer in refractory cases
garrytan
garrytan @garrytan
Dropbox should really support larger than 3TB plans - it's not 2015 anymore. The amount of data we are throwing off and that is *actually usable* is going to go exponential from AI, and Dropbox will be run over by this if they don't update for the future.
amasad
amasad @amasad
Retweeted
RHC RHC
His Royal Highness Crown Prince Al Hussein, accompanied by Her Royal Highness Princess Rajwa Al Hussein, visits "Replit" in Silicon Valley, which builds integrated artificial intelligence applications, and meets with the company's founder and CEO, Jordanian entrepreneur Amjad Masad, expressing pride in Jordanian talent capable of competing globally.
#Jordan #UnitedStates
garrytan
garrytan @garrytan
Retweeted
Nicolas Dessaigne Nicolas Dessaigne
A most common reason I see good companies fail to raise their Series A/B right now isn't growth, it's margin.
I keep meeting founders doing real revenue and growing fast. But once you remove delivery costs, there's almost nothing left.
Investors don't fund revenue, they fund the margin on it. If that's you, fix the unit economics first. Fast growth on revenue you don't keep is a trap.
garrytan
garrytan @garrytan
Retweeted
signüll signüll
what a fucking tragedy for nyc.
the same dumb resistance happened during the uber saga & now you’re watching the same shit play out again with autonomous cars.
the reality is that humans should not be operating metal death machines forever. esp in a city where taxis have spent decades gaming routes, ignoring pickups, driving like maniacs, & treating the meter like a side quest. uber fixed some of that, then slowly became expensive as hell, degraded, & unreliable in its own stupid way.
collective decision making of humans is often so so damn stupid.
garrytan
garrytan @garrytan
Retweeted
Gustaf Alströmer Gustaf Alströmer
Today is the first day of the @ycombinator S26 batch. Welcome to San Francisco! This city changed my life and I hope it will change yours too.
ylecun
ylecun @ylecun
Retweeted
Pratyaksh Rao Pratyaksh Rao
What should a world model for agile quadrotor control actually provide?
📄 Arxiv: https://arxiv.org/pdf/2606.23444
🌐 Project: https://pratyaksh10.github.io/skyjepa-project-page/
💻 Code: https://github.com/arplaboratory/SkyJEPA
Excited to share SkyJEPA:
Learning Long-Horizon World Models for Zero-Shot Sim-to-Real Control of Quadrotors
A useful quadrotor world model should provide:
✅ Accurate long-horizon prediction
✅ Interpretability
✅ Real-time inference for closed-loop control
✅ Zero-shot task generalization
SkyJEPA learns dynamics in latent space, uses a physics-inspired prober to recover meaningful states, and enables real-time control in outdoor flights.
🔑 Takeaways:
• Less compounding error
• Smoother latent trajectories
• Robustness to corrupted/noisy inputs
• Generalization to unseen settings like propeller switching and payload changes
• Zero-shot sim-to-real transfer without real-world fine-tuning to scenarios not seen during training such as propeller switching and payload changes.
Huge thanks to my collaborators: @kevinghstz, @randall_balestr, @ylecun, and @loiannog
#Robotics #Quadrotors #WorldModels #Sim2Real #JEPA #RepresentationLearning #Drones
karpathy
karpathy @karpathy
Retweeted
Engram Engram
http://x.com/i/article/2069463677733142528
alexalbert__
alexalbert__ @alexalbert__
This has completely changed how I work with Claude. It feels less like using a tool and more like managing a team.

Claude: Introducing Claude Tag, a new way for teams to work with Claude.

In Slack, Claude joins as a team member with access to the channels and tools you choose. Tag Claude in and delegate tasks to it while you focus on other work.

swyx
swyx @swyx
Retweeted
Zhengyao Jiang Zhengyao Jiang
This year @WecoAI will be at the @aiDotEngineer World's Fair.
We'll host a hands-on autoresearch workshop on June 29.
And I'll give a talk on July 1.
Looking forward to chatting with old and new friends there!
https://www.ai.engineer/worldsfair/2026
garrytan
garrytan @garrytan
Linzumi is Codex but actually multiplayer. It’s magical for teams.

Also Sean Grove was on the team at OpenAI that greatly reduced sycophancy in ChatGPT before he left to start this YC startup!

Y Combinator: Bring your whole team and dozens of AI coding agents into the same chat threads, then let @linzumi_ai keep the fleet coordinated and unblocked.

And for a limited time, try state of the art open-weights intelligence free: GLM 5.2 at high speed, via their @wafer_ai partnership. →

swyx
swyx @swyx
congrats @jxmnop ! so many aie speakers announcing companies ahead of the conference


Engram: http://x.com/i/article/2069463677733142528
garrytan
garrytan @garrytan
We should demand government competence instead of whatever we have to deal with in California government and local city management today

Garry's List: LA's housing department oversaw 47,000 affordable units and $2.9 billion in loans, with no system to track whether any of those properties were financially solvent, physically safe, or following the rules.

A third were noncompliant. Inspectors found roach infestations and did

swyx
swyx @swyx
openai devday apps are rolling out!

form officially confirms that if you’re past 21 it’s over
garrytan
garrytan @garrytan
Retweeted
Sar Haribhakti Sar Haribhakti
A proxy index of solopreneurs on Stripe shows:
More than twice as many solopreneurs earned over $1 million in 2025 than in 2023, and close to three times as many crossed $5 million and $10 million
rauchg
rauchg @rauchg
Vercel + Cursor

Cursor: Cursor now shows you a leaderboard of the most popular plugins, skills, and MCPs across your team.

Add any to your setup with one click from the new Customize page.

swyx
swyx @swyx
Retweeted
eve eve
Thariq: I'll be giving the the Day 2 opening keynote at AI Engineer World's Fair on July 1st at 9am.
Hope to see you there, here's a quick preview
petergyang
petergyang @petergyang
Human-agent interaction is basically trending towards managing a highly capable employee.

1 on 1s and performance reviews for Claude next? 😅

Claude: Introducing Claude Tag, a new way for teams to work with Claude.

In Slack, Claude joins as a team member with access to the channels and tools you choose. Tag Claude in and delegate tasks to it while you focus on other work.

alexalbert__
alexalbert__ @alexalbert__
Retweeted
Andrej Karpathy Andrej Karpathy
This is a new paradigm for interacting with Claude that is significantly more "inline" with all the other human activity org-wide. Once you do all of the under the hood engineering work to make this "just work" (e.g. across tools, integrations, compute environments, memory, security, etc.), Claude basically joins the team in a seamless way - you can talk to it as you would talk to a person and it can help with a very large variety of workloads.
Imo this is the 3rd major redesign of LLM UIUX. The first paradigm was that the LLM is a website you go to, the second was that it is an app you download to your computer. This third one is that it is a self-contained, persistent, asynchronous entity with org-wide tools and context, working alongside teams of humans. It really takes a while to wrap your head around it, but it works and it is awesome.
Claude: Introducing Claude Tag, a new way for teams to work with Claude.
In Slack, Claude joins as a team member with access to the channels and tools you choose. Tag Claude in and delegate tasks to it while you focus on other work.
karpathy
karpathy @karpathy
This is a new paradigm for interacting with Claude that is significantly more "inline" with all the other human activity org-wide. Once you do all of the under the hood engineering work to make this "just work" (e.g. across tools, integrations, compute environments, memory, security, etc.), Claude basically joins the team in a seamless way - you can talk to it as you would talk to a person and it can help with a very large variety of workloads.

Imo this is the 3rd major redesign of LLM UIUX. The first paradigm was that the LLM is a website you go to, the second was that it is an app you download to your computer. This third one is that it is a self-contained, persistent, asynchronous entity with org-wide tools and context, working alongside teams of humans. It really takes a while to wrap your head around it, but it works and it is awesome.

Claude: Introducing Claude Tag, a new way for teams to work with Claude.

In Slack, Claude joins as a team member with access to the channels and tools you choose. Tag Claude in and delegate tasks to it while you focus on other work.

garrytan
garrytan @garrytan
Retweeted
Lee Edwards Lee Edwards
There’s no mystery. Her office leaked the city attorney privileged and confidential memo to her friends at Mission Local.
Or there’s some other explanation for why they were discussing the subject of the leak over text on the day of the leak.
Anyone can request these records.
New York Post: Mystery as San Francisco supervisor suddenly returns to office three months after vanishing following leaked memo https://trib.al/kn3ZMDD
petergyang
petergyang @petergyang
wtf the Google Workspace CLI is super useful it should be celebrated?

Justin Poehnelt: Two months ago I was fired by Google for creating the Google Workspace CLI. It went viral, hit #1 on Hacker News, gained thousands of GitHub stars and many thousands of actual users in just a couple days.

It was an incredible, confusing journey, from directors and leaders asking

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