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AI Builders 日报 — 6月24日

追踪 AI 领域真正在做事的人,而不是空谈者。

今日思考

今天的信号异常清晰:AI 正在从"模型能力竞赛"转向"部署可靠性竞赛"。三条内容从不同角度指向同一趋势:

Exa Connect 把 AI agent 直接接入 ZoomInfo、Crunchbase、Similarweb 等企业私有数据;Coval 融资 $2800 万,要把 Waymo 那套仿真测试体系搬进企业语音 AI;Nicolas Dessaigne 的观察更直接——真正领先的团队是把工程团队保持精简、靠 AI agent 搬运产出的那批人。

这不是"AI 模型是否足够好"的问题,而是"如何让 AI agent 在生产环境可靠运转"的工程问题。模型即产品的时代正在过去,基础设施即产品的时代正在开启。随之而来的是一个被忽视的设计革命:当产品的主要用户变成 AI agent 而非人类,UX 的定义正在从"界面美学"迁移到"API 可发现性"和"CLI 表达力"——这件事还没有人在认真做。


产品与发布

Exa Connect

Exa 推出 Connect 功能,让 AI agent 能够访问公开网页以外的企业级数据源,首批集成 ZoomInfo、Crunchbase、Similarweb 等主流数据平台。这标志着 AI 应用的基础设施层正在从"模型能力"向"数据接入"延伸——模型的瓶颈不再是推理质量,而是能否可靠获取真实世界的商业数据。faviconx.com

Coval

Coval 宣布完成 $2800 万 A 轮融资,NorwestVP 领投,YC、Base10、Twilio Ventures 跟投。Coval 将自动驾驶领域的仿真测试方法论引入企业语音 AI,认为在生产环境中部署语音 agent 的风险评估方式应与无人车同等级别对待——不能"放进去然后祈祷边缘情况自己解决"。这是语音 AI 领域第一个认真对待可靠性测试的基础设施赌注。faviconx.com

Taktile

金融科技公司 Taktile 完成 $1.1 亿 C 轮融资,高盛领投,Index Ventures、Balderton、Y Combinator 等跟投。Taktile 专注于用 AI 自动化银行和保险行业的高风险决策:欺诈检测、信用评估、理赔审查。其核心判断是:AI 在这些关键决策场景中的可靠性在 6 个月前还不可信,现在已经发生质变——监管最严苛的金融场景正在向 AI 决策全面开放。faviconx.com

GLM 5.2 Fast

智谱(Zai 旗下 Zhipu)发布 GLM 5.2 Fast,通过 Vercel AI Gateway 独家上线,内部基准测试显示 token 吞吐量是其他 providers 的 2 倍。swyx 指出,Zai 今年 1 月在香港 IPO 时股价 HK$120,当时几乎无人知晓 GLM;如今 GLM-5.2 已在一部分指标上超越 DeepSeek,成为世界上公认的顶级开源模型。这标志着中国 AI 实验室已全面进入全球前沿模型竞争。faviconx.com

Runlayer

Runlayer 宣布完成 $3000 万融资,Felicis 和 Khosla Ventures 联合领投,目标是为企业打造成为 AI Native 的最快路径——把 AI 赋能、安全和管控整合在一个平台上。Peter Yang(petergyang)公开背书,认为该团队正在构建企业全面拥抱 AI 最快的入口。faviconx.com


观点与判断

Peter Yang (aura)

  • AI agent 正在重新定义产品设计的边界 当产品的主要"用户"变成了通过 API 或 CLI 抓取内容的 AI agent,"设计"意味着什么?这是一个尚未被认真对待的根本性问题——谁在认真地为机器而非人类优化产品体验?faviconx.com

Nicolas Dessaigne (Former Algolia CTO/Y Combinator)

  • 小型工程团队 + AI agent 的组合正在打败大型团队 他观察到:一个 45 人、几乎全为工程师的 A 轮公司,一年前这是正确配置;现在不是了。真正领先的团队是把工程团队保持精简、靠 AI agent 搬运产出的那批人。信号变了——不再是"能大量交付代码的团队",而是"学会了让机器替自己交付的团队"。faviconx.com

swyx (Shawn Wang, Latent Space)

  • 中国 AI 正在全面进入全球前沿竞争 Zai 1 月 IPO 时股价 HK$120,当时几乎无人知晓 GLM;如今 GLM-5.2 已在部分指标超越 DeepSeek,成为全球公认顶级开源模型,并重返硅谷参加 AI Engineer World Fair。这个轨迹是中国 AI 从追随到领先的完整缩影。faviconx.com

Harj Taggar (Y Combinator)

  • 高段位投资人不玩身份游戏 他指出:投资人在失去交易时,低段位投资人会公开发飙、抱怨价格过高或创始人"naive";高段位投资人从来不会把失投情绪发泄到创始人身上。真正有底气的人不需要通过打击别人来维护自己的优越感,优质投资人在失投时依然保持体面。faviconx.com

技术动态

Yann LeCun (Meta Chief AI Scientist)

  • SkyJEPA:JEPA 世界模型首次实现四轴飞行器零样本 sim-to-real 控制 Meta AI 和 ARPLab 联合发布的论文,将 JEPA(联合嵌入预测架构)应用于无人机控制,在无需任何真实世界微调的情况下实现零样本从仿真到现实的迁移。arXiv 链接已在原帖中分享。这是世界模型在机器人控制领域的一次重要验证。faviconx.com

Google DeepMind(GoogleLabs)

  • Project Genie 获得戛纳国际创意节 AI Craft 类别金狮奖 Google DeepMind 的 Project Genie 获得 Cannes Lions Grand Prix for AI Craft,该项目探索生成式 AI 超越传统创意极限的可能性,并产出传统工具无法实现的创意成果。这是 AI 创意工具在主流广告创意界获得的最高级别认可,标志着生成式 AI 在商业创意领域的落地已越过"实验"阶段。faviconx.com

X / Twitter

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swyx
swyx @swyx
very proud to host this session opening night!

if you work in tech but have never heard of Touchy Feely, you are exactly the kind of person that needs to see this. You have no idea the shocking number of tech leadeds on here are secret @LITfellows alums and i have seen first hand how strong the bonds you form are, it blows my engineer mind.

FREE ADMISSION, application in link reply

Joyce Zhang: I’m excited to partner with @swyx to host a workshop at the @aiDotEngineer World’s Fair with Carole Robin (Distinguished @StanfordGSB Teacher of “Touchy Feely” & Co-Founder of @LITfellows) on developing effective relationships.

Building human relationships (including romantic

amasad
amasad @amasad
It starts with a prompt — it’s a whole lot of work to get here — but it starts with an idea.

Congrats Yousef and team!



FaZe Apex: Have spent all of 2026 building something new post-FaZe. Excited to join @ycombinator this summer as I continue on this next chapter.

Ten years ago I was 20, moving out of the FaZe House in New York to our new place in Newport Beach.

This week I turned 30, and I’m feeling the

rauchg
rauchg @rauchg
Starting an X Chat group for http://eve.dev feedback. If you’re deep into building an agent and have high quality critical feedback or requirements to share, DM me and I’ll add you to a group with eve engineers
swyx
swyx @swyx
btw Zai IPO'ed in Jan at HK$120 a share. when I first met @louszbd nobody really knew anyone using GLM's.

now they have beat deepseek with the world's undisputed top open model and in some respects (see @ml_angelopoulos) say top model period, and are returning to SF @aidotengineer on top of the world and open for business!

excited for @Thom_Wolf and @ZixuanLi_ to chat onstage!


Lou: Made it to SF! The love for GLM-5.2 has been incredible. We are bringing team out for the AI Engineer World’s Fair, where we’ll be sharing some of our recent work. It’s our first time showing up in the Valley. So excited! And thanks to @swyx and @aiDotEngineer for having us.
petergyang
petergyang @petergyang
What is design if what’s accessing your product is just an agent looking for an api or CLI?
swyx
swyx @swyx
Retweeted
Alex Volkov Alex Volkov
hahaha Token Billionaires are a whole thing at @aiDotEngineer this year, with a golden card, a private lounge and everything!
Thanks @swyx for shouting out my ZL Continuum talk! Don't miss it, Wed July 1, 10:45am Room 3020 (Tokemaxxxxxing track)
If you're spending over 1B tok/day, you need to be there!
AI Engineer: 6️⃣ Things to Know about
AI Engineer World's Fair 2026
- It’s bigger than all previous AIEs
- 4x Larger Expo with 4 Expo stages
- Researchers: Poster sessions & Poaster sessions
- AI Leadership: Token Billionaires & Off the Record
- AI Verticals: Healthcare, GTM, FDE, AGC,
garrytan
garrytan @garrytan
Retweeted
Sina 🗝️⚡ BI Report Sina 🗝️⚡ BI Report
The most fascinating thing I have read this whole month. Paired with the actual code on github this is a learning gold mine.
Garry Tan: http://x.com/i/article/2052898104039657472
garrytan
garrytan @garrytan
Retweeted
Hugo Hugo
You don’t need the gstack when you have @garrytan by your side
shoutout @standoutwork
ylecun
ylecun @ylecun
https://webtv.un.org/en/asset/k14/k14ej1ucqu
garrytan
garrytan @garrytan
Retweeted
Maik Taro Wehmeyer Maik Taro Wehmeyer
We raised a $110M Series C to power AI transformation in financial services.
Led by Goldman Sachs, with participation from @balderton, @IndexVentures , @dig_ventures, @tigerglobal, @VisionariesVC, and @ycombinator.
Great news for banks and insurers.
Tough news for fraudsters and money launderers.
Tough news for credit processes that make businesses wait weeks for an answer.
Tough news for onboarding workflows that reject good customers.
Tough news for claims processes where a single review takes days.
We’re serious about solving our customers’ problems, so we hired the toughest people on the planet to get the word out:
New Yorkers.
If they didn’t convince you yet, here’s what we want everyone in our industry to know:
AI can now reliably automate the decisions that define performance in banking and insurance. This was not true just 6 months ago - and it creates huge opportunity for efficiency gains and better customer experiences.
But model capability is not the full solution.
The challenge is making every AI-driven decision reliable, controlled, and ready for the most regulated industry.
That’s what we’re building at @taktile_org.
From New York to the world.
To our customers, partners, investors, and team: thank you for getting us here. Very excited to collaborate with the @GoldmanSachs Asset Management team on the next chapter.
Learn more: https://taktile.com/series-c-announcement
garrytan
garrytan @garrytan
Congratulations Tom

There is a way out, a way up, and a way back to life. Our modern society should prioritize and raise up treatment and recovery as the primary thing we do to help people in the throes of addiction

T Wolf 🌁: Today, I'm 8 years clean and sober. My name is Tom and I'm a grateful recovering heroin and fentanyl addict. Recovery gave me a new life full of faith, hope and love. I now understand what gratitude means. Thank you all and thank you God.

ylecun
ylecun @ylecun
Retweeted
Lawfare Lawfare
Re https://www.lawfaremedia.org/article/tulsi-gabbard-s-fauci-files-don-t-prove-what-she-says-they-prove
ylecun
ylecun @ylecun
Retweeted
Randall Balestriero Randall Balestriero
It's a bird, it's a plane, it's a JEPA! Congrats on that great work that brought SIGReg and JEPAs to the sky--in the real world! Check out the paper!
https://arxiv.org/abs/2606.23444
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
amasad
amasad @amasad
Retweeted
Zachary Foster Zachary Foster
we only know about a fraction of Israeli atrocities because Palestinians know if they speak out they’ll punished, arrested, tortured or raped to death
Saul Staniforth: "The hardest decision we had to make in completing this report was.. not to name the Palestinian children, whose deaths, injuries & suffering we describe.. we didn't name them because we feared the consequences for their families"
He means Israel would go after them too.
ID_AA_Carmack
ID_AA_Carmack @ID_AA_Carmack
There are a few things that I look back on as my mistakes in the early days.

Quake was overly ambitious technically. We could have done all the great multiplayer and modding work inside a Doom++ engine, allowing the designers to work with a more stable base instead of rug-pulling everything out from underneath them a couple times. The follow up game could have then brought in full 6DOF environments and characters.

I pushed everyone too hard. I didn’t appreciate how maturing companies need more slack, and that running people at startup intensity constantly will wear them out. Quake was also where I really had to accept my personal limits. I was working pretty much as hard as humanly possible, and I was still slipping past my goal points.

On all of the founders’ shoulders, our original corporate stock arrangement and buy/sell agreement was a mistake, and resulted in bad incentives. We wanted to ensure that all ownership rested in the hands of people working hard on current projects, but the Silicon Valley standard approach of vesting stock would have worked out better.

One real problem that I don’t accept the blame for is that we were insisting that level designers be not just game designers, but also have strong visual design esthetics. They needed to make things that not only played well, but looked awesome, and it got more challenging as the technology provided a richer palette. Romero covered that well, which set our company expectations early on.

We should have figured out how to pair up artists and designers earlier, but there was infighting among the designers, and the ones that could manage the visuals were happy to disparage the ones that couldn’t.

Sorry, Sandy.

Sandy Petersen 🪔: How Quake ruined id Software.

There has been a lot of praise of Quake of late, with its 30th anniversary, and it's deserved. Quake is an amazing feat of art, programming, and design. I worked on it, and everything came together almost perfectly from all of us. We ended up with

swyx
swyx @swyx
happy karpathy agent day for those who celebrate

swyx 🔜 @aiDotEngineer: Inspired by @karpathy’s words on why you - yes YOU - should work on AI Agents

petergyang
petergyang @petergyang
Retweeted
Peter Yang Peter Yang
I love using Hermes from @NousResearch as my 24/7 AI chief of staff because it's reliable, free, and open source.
Here's my new 45-minute free course that covers how to:
→ Install Hermes safely
→ Connect Telegram, voice, Google Workspace, and more
→ Create routines like morning briefing, business review, and health check
📌 Watch the full course now: https://youtu.be/2ZacwCbiLjg
garrytan
garrytan @garrytan
We aren’t doing this trash in San Francisco because we saw what these kinds of ruthless politicians do to the citizens

Asian elders killed
Public education dismantled

If you start counting their bodies and talking about their abdication of duty, the hard left can’t win

Lit News Network: NEWS: Three Democratic Socialist candidates won primaries in New York, cementing a big shift in the Democratic party.

Here is a summary of each of the candidates and their radical stances:

Claire Valdez (NY-7): Grant citizenship & voting rights to illegals, use taxpayer funds

swyx
swyx @swyx
Retweeted
AI Engineer AI Engineer
Thinking about AI Engineer World's Fair? Apply to be an Associate! It's a great way to connect with fascinating people across the AI ecosystem, build new relationships, and be part of one of the most exciting AI gatherings of the year.
https://www.ai.engineer/associates
gdb
gdb @gdb
Introducing Jalapeño — designed from scratch for LLM inference over nine months, accelerated by our models. Perf per watt looking incredible.

OpenAI: We’ve designed and built our first AI chip: Jalapeño.

Designed from the ground up by OpenAI and brought to production with @Broadcom, Jalapeño is purpose-built for the LLM workloads powering ChatGPT, Codex, the API, and future agentic products.

Chips are foundational to the AI

swyx
swyx @swyx
Retweeted
Joyce Zhang Joyce Zhang
One of my big dreams when I first started out was to teach engineers to talk about their feelings at massive scale at Dreamforce, AWS re:Invent, etc
I was blown away when @swyx asked me to host an event at @aiDotEngineer this year. Get a free pass: http://bit.ly/connect-ai-2026
swyx 🔜 @aiDotEngineer: very proud to host this session opening night!
if you work in tech but have never heard of Touchy Feely, you are exactly the kind of person that needs to see this. You have no idea the shocking number of tech leadeds on here are secret @LITfellows alums and i have seen first
garrytan
garrytan @garrytan
Retweeted
Harj Taggar Harj Taggar
Deploying voice agents in the enterprise needs the same testing discipline as self-driving cars. You can’t just put autonomous them into production and hope the edge cases behave.
Coval understood this early, brought the Waymo simulation mindset to voice AI, and is becoming the infrastructure layer for reliable voice agents.
Congrats Brooke and team on the Series A!
Brooke Hopkins: I’m excited to announce @covaldev raised a $28M Series A, led by @NorwestVP with participation from @Base10Partners, @twilio Ventures and @ycombinator, among others.
I started Coval with the belief that the simulation and evaluation approaches that made autonomous vehicles a
garrytan
garrytan @garrytan
Retweeted
Vivian Midha Shen Vivian Midha Shen
rounds MBB -> YC founders raised in 2026 so far:
> announced today: @taktile_org $110M series C led by Goldman Sachs [McK]
> @StiltaIP $10.5M seed led by a16z [McK]
> @ProsperAI_HQ $30M series A led by a16z [Bain]
> @nourish $100M series C led by Menlo Ventures [Bain]
> @Avoca $125M combined seed - series B led by KP, GC, Meritech [BCG]
> @Starcloud_ $170M series A led by Benchmark, EQT [McK]
and of course massive @WeAreLegora $600M series D led by Accel [McK]
have a few MBB folks this summer - the prognosis is good
rauchg
rauchg @rauchg
The data of tokens and uptime recovered by @vercel AI Gateway is truly astonishing

Joe: At @goodtacoai we switched from using the Anthropic API to using @vercel AI Gateway for better reliability. Super cool to see this data displayed on the dashboard so we don't have to do anything to figure it out ourselves.

garrytan
garrytan @garrytan
Retweeted
David Lieb David Lieb
Maybe you weren't meant to have a boss.
https://www.ycombinator.com/apply
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
garrytan
garrytan @garrytan
Retweeted
Nicolas Dessaigne Nicolas Dessaigne
I sat with a founder this week running a Series A company of 45 people, almost all engineers. A year ago that was right: by Series A or B you wanted your engineering team to be your strongest asset. Not so anymore. The teams pulling ahead keep eng small and scale through agents. The signal isn't a big team that ships anymore. It's a small team that's learned to make the machine ship for them.
GoogleLabs
GoogleLabs @GoogleLabs
We are honored to share that Project Genie has won the Cannes Lions Grand Prix for AI Craft! 🏆 To our awesome Labs community, thank you for being on this journey with us!

Jack Parker-Holder: Huge congratulations to the Project Genie team on taking home the Cannes Lions Grand Prix for AI Craft! 🎉 Thank you @Cannes_Lions for recognizing how Genie pushes beyond conventional creative limitations to achieve outcomes unattainable without frontier AI… Another unexpected

ylecun
ylecun @ylecun
Retweeted
Ihtesham Ali Ihtesham Ali
Elon Musk built one of the largest AI compute clusters on earth. Yann LeCun just explained why xAI now rents it out to rivals instead of winning with it. Musk has antagonized so much AI talent he structurally cannot hire the people he needs.
LeCun is not a critic on the sidelines. He won the Turing Award and ran AI at Meta for a decade. When he talks about who can and cannot build a frontier lab, he is describing his own world.
His verdict on xAI was blunt. He called it kind of a failure and did not soften it.
His reasoning had nothing to do with money. The founding team left or was fired. There is some uncertainty about which. Either way, the people who started the company are gone.
That is the part that matters. A frontier lab is its researchers. Lose them and the compute is just hardware.
By March, all eleven co-founders Musk recruited in 2023 had walked out. Researchers who came from DeepMind, Google, and OpenAI. Musk himself posted that xAI was not built right the first time and had to be rebuilt from the foundations up.
So Musk is left with one of the biggest clusters on earth and no way to win with it. He rents it out to other companies to recoup the cost.
The most expensive infrastructure in AI, built by someone who can no longer staff it.
Asked directly if xAI can compete at the frontier, LeCun gave a one word answer.
No.
What do you guys think about this?
Source: CNBC International Live
ylecun
ylecun @ylecun
Retweeted
Kenneth Roth Kenneth Roth
More than 4.7 million people in the US have lost their Supplemental Nutrition Assistance Program benefits, also known as food stamps, since Trump’s signature tax and spending law took effect last July, with Arizona the hardest hit. https://trib.al/O6iE9mn
garrytan
garrytan @garrytan
Retweeted
Harj Taggar Harj Taggar
It’s remarkable how true this is. Investing can be frustrating for every investor when you don’t win a deal but the high quality ones never take it out on founders and the low quality ones routinely do via rants about prices being too high / founders being naive.
conor brennan-burke: one thing i’ve noticed is the stronger the investor, the better they tend to treat founders during fundraising
i think there are two reasons for this
first, genuinely secure people rarely feel the need to play status games
second, the best investors are heavily pre-filtered.
garrytan
garrytan @garrytan
Retweeted
Andrew Curran Andrew Curran
Re
garrytan
garrytan @garrytan
Retweeted
Y Combinator Y Combinator
Brooke Hopkins (@bnicholehopkins) is the founder and CEO of @covaldev, a simulation and observability platform that helps enterprises test, monitor, and evaluate AI-powered voice agents at scale.
Coval works with customers like Perplexity and Deepgram to process tens of millions of calls per month and has just raised a $28.2M Series A.
Brooke sat down with @harjtaggar to talk about how leading evaluation infrastructure at Waymo turned out to be surprisingly transferable to voice agents, why voice is emerging as the first productionized use case for autonomous agents, and how she narrowed a broad evals idea into a focused enterprise platform—including the moment a customer offered to pay her before she'd written a single line of code.
01:16 — Why Voice Is the Killer AI Interface
02:37 — How Enterprises Are Adopting Voice
05:44 — The Missing Infrastructure for Voice
06:58 — Where Voice Agents Fail
12:32 — Lessons From Waymo
16:38 — What Product-Market Fit Actually Feels Like
18:20 — Why They Bet on Enterprise
25:35 — Leaving Waymo to Go Solo
29:02 — What's Next for Coval
garrytan
garrytan @garrytan
Retweeted
Recall Jackie Fielder Recall Jackie Fielder
Jackie Fielder spent 104 days in hiding after facilitating a crypto PUMP-and-DUMP scheme and committing municipal ESPIONAGE.
She has been out of office longer than any Supervisor in the history of San Francisco, collecting over $50,000 in taxpayer dollars while doing NOTHING. While she hid from ethics complaints over promoting the $KITKAT memecoin scam right after a cat died, and from the City Attorney investigation into her leaking a confidential memo to sabotage the RESET fentanyl center, District 9 was abandoned to open drug markets, rising overdoses, and ZERO leadership.
She told reporters, “At the end of the day I’m a human being.”
What about all the human beings who have died from fentanyl overdoses in her district? HUNDREDS of lives lost to a crisis she helped fuel by shielding dealers and blocking enforcement.
When she walks back into City Hall on Monday, we will serve her with a Notice of Intention to recall. We have already assembled an army of volunteers prepared to collect all 9,911 signatures necessary to remove her from office.
She is not fit to serve. Jackie Fielder must resign or be recalled!
garrytan
garrytan @garrytan
Retweeted
Exa Exa
Introducing Exa Connect: connecting agents to data beyond the public web.
Available today with ZoomInfo, Crunchbase, Similarweb, and many other leading data providers.
http://exa.ai/connect
gdb
gdb @gdb
Big improvements to GPT-5.5 Instant, including being much more fun to talk to. Give it a try:

OpenAI: We have a new version of GPT-5.5 Instant for you, and it's much more fun to talk to.

Our most-used model is now better at understanding the intent behind a question and adapting its response accordingly.

It also handles complex constraints more reliably and makes shopping and
swyx
swyx @swyx
Retweeted
Jo Kristian Bergum Jo Kristian Bergum
I’m headed to San Francisco for AI Engineer World's Fair next week. Two things. I'm giving a talk Tuesday, June 30: "The unreasonable effectiveness of BM25 for agentic search." GPT-5 is shockingly good at search, and that changes the BM25-as-a-baseline story. Search & Retrieval track, 11:10 AM, Room 2003.
And Monday night, we're hosting a Hornet meetup on agentic retrieval where I’ll talk about code mode for retrieval, and of course BM25 too.
Monday, June 29, 5:00 to 9:00 PM, a short ride from Moscone. RSVP: https://luma.com/ypnd3grq
rauchg
rauchg @rauchg
Really fast GLM now live

Vercel Developers: GLM 5.2 Fast via Wafer is now available exclusively on Vercel AI Gateway.

2x faster token throughput vs other providers in internal benchmarks.

𝚖𝚘𝚍𝚎𝚕: '𝚣𝚊𝚒/𝚐𝚕𝚖-𝟻.𝟸-𝚏𝚊𝚜𝚝'

https://vercel.com/changelog/glm-5-2-fast-via-wafer-now-available-on-ai-gateway
swyx
swyx @swyx
LOTS of alpha in this pod:

- Why Databricks beat Snowflake (! a straight answer!)
- Why everyone is building a metaharness now
- Why the @neondatabase made so much sense (so much @nikitabase glazing its not even funny)
- How LTAP solves the HTAP dream I discussed with @ankrgyl in our @braintrust pod
- What happened to @MosaicML + DBRX
- How to maintain research/startup culture in a $175B megacorp
- What's more important knowledge/experience in the race to the agent cloud: databases, operating systems, or.... networking!

very honored to be invited to @Data_AI_Summit to interview two of the top people in our industry and somehow be able to jam on everything from the @bennstancil modern data stack theme to @alighodsi's amazing keynote aura

Latent.Space: Why the Frontier Ecosystem must be Open — Matei Zaharia and Reynold Xin, Databricks https://www.latent.space/p/databricks

@databricks cofounders @matei_zaharia and @rxin explain why Databricks is moving into the infrastructure layer for enterprise agents, how Omnigent creates a shared

petergyang
petergyang @petergyang
Declaring bankruptcy on my Codex threads, too many to archive manually
ylecun
ylecun @ylecun
RT Rodney Brooks

garrytan
garrytan @garrytan
Retweeted
Daniel Lurie 丹尼爾·羅偉 Daniel Lurie 丹尼爾·羅偉
Config, a tech design conference hosted by @figma, has brought 10,000+ designers, developers, and product builders from nearly 90 countries to San Francisco. Dylan, the Co-founder and CEO, moved Figma to San Francisco because he knew that this was the place to be.
This conference builds on the momentum we’re seeing at Moscone Center and downtown this year. Conferences and tourism drive economic activity that helps fund services across our city.
garrytan
garrytan @garrytan
Retweeted
Robby Soave Robby Soave
Worth noting that, as far as I can tell Darializa Avila Chevalier is the first modern campus radical to be elected to Congress. By which I mean, she was active in the new, 2010-now period, encompassing intersectionality and wokeness. (AOC was not prominent until after college.)
She could be just the first in a wave of activists who have to try to squirm away from statements they made very recently about police, white people, Western civilization, etc.
https://reason.com/2026/06/24/darializa-avila-chevalier-will-be-this-congress-first-campus-radical/
petergyang
petergyang @petergyang
I've known @berman66 for awhile and it's awesome to see him and the team build @runlayer to become the fastest onramp for enterprises to become AI native.

Andy Berman: Today, we’re announcing Runlayer has raised $30M from Felicis and Khosla Ventures to help companies go all in on AI.

Runlayer is the golden path for AI: enablement, security, and control in one platform.

So, how does it give your team the right tools for AI? 🧵

amasad
amasad @amasad
Retweeted
The Washington Post The Washington Post
An independent U.N. commission said that the Israeli military had deliberately targeted children in Gaza, amounting to genocide.
The commission said it found a pattern of behavior that reflected a strategy to destroy the future of Palestinians. https://wapo.st/4xOF8zN
garrytan
garrytan @garrytan
Retweeted
Armand Domalewski Armand Domalewski
Just utterly depressing that the Democratic party is about to send someone to Congress who opposes interracial marriage for "woke" reasons, sided with Russia's invasion of Putin, and cannot answer a basic question about prison abolition despite being asked four times in a row

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