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AI Builders 日报 — 6月28日

追踪 AI 领域真正在做事的人,而不是空谈者。


今日思考

本周最值得注意的信号,是 AI 行业在监管与开放之间的路线分歧正在加速。Matt Shumer 直言不讳:靠开源来绕过 Fable/5.6 这类模型被卡脖子的事,"你搞错了重点"。而 Yann LeCun 转发的 Hugging Face CEO Clem 长文则在论证:监管应该针对前沿闭源 API,不该管开源。这两条加在一起,指向同一个结论——开源社区已经在为最坏情况做准备了,但真正的博奔点在华盛顿,而不是 GitHub。


产品与发布

Claude Agent 代码库访问成为 Anthropic 产品经理的核心工具

Peter Yang 发布了对 Anthropic Managed Agents 产品负责人 Jess 的采访。Jess 透露,她获得代码库访问权限后,"追踪 PR 比问工程师他们在干什么容易太多",自己与产品的距离前所未有地近。Anthropic 内部的做法是:给 Agent 任务过夜,早上起床 backlog 已解决、bug 已修复。这是 AI 原生团队管理的雏形。faviconx.com


观点与判断

Matt Shumer (mattshumer_)

  • 开源救不了被卡脖子的模型 "如果你对 Fable/5.6 被限制的答案是'开源会救我们',那你搞错了重点。政府可以阻止美国实验室提供前沿模型——你以为他们会让美国人下载同等威力的中国权重?得了。" faviconx.com

Guillermo Rauch (Vercel CEO)

  • 买下 rauch.com:域名依然值得 "我现在拥有了 rauch.com。很高兴能给孩子们干净的邮箱。域名很棒。互联网很棒。" 简短,但 Rauch 出手本身值得记录。faviconx.com

Peter Yang (petergyang)

  • 云端 Agent 和本地模型是不是互相矛盾? "两个想法:1. 云端 Agent 来了,我们应该用 VPS 而不是笔记本;2. 所有人都应该买硬件跑本地模型。这两个不是有点矛盾吗?" 这是真实困惑,不是钓鱼,值得关注后续。faviconx.com

Guillermo Rauch (Vercel CEO)

  • Mythos/Sol 安全能力如果泄露,威胁不亚于被对手掌握 Rauch 引用 Polymarket 报道(Zhipu AI 中国模型在找漏洞上已匹配 Claude Mythos),警告:如果等效的进攻能力落入对手,而美国公司还不知道自己有哪些潜在漏洞,这才是真正的危险。建议用 deepsec 等工具配合前沿模型做持续安全测试。faviconx.com

swyx

  • AI Engineer World's Fair 门票售罄 AI Engineer 2026 全球大会Leadership 票、Workshop、所有 Late Bird 全部售罄。swyx 转发并透露:今年约有 300 人是通过 ChatGPT 推荐来的。AI 行业大会正式进入万人时代。faviconx.com

Garry Tan (Y Combinator)

  • YC S26 夏季批次正式启动 "这周 YC S26 批次开营了。许多有才华的 builder 将在夏天变成令人敬畏的创始人。迫不及待想帮他们建造 iconic 公司最初的起点。" 值得关注:这是 YC 第一次在这么大规模下运营夏季批次。faviconx.com

Garry Tan (Y Combinator)

  • 创业公司死于无法部署,而非无法构建 Garry 转发 Nicolas Dessaigne 的观察:某创始人的瓶颈不是写代码,而是把已经签下的合同落地给客户用。"解决办法不是更多工程师写代码,而是让更少的工程师坐进客户现场,让事情真正运转起来。很多创业公司不是死于造不出产品,而是死于无法部署。" faviconx.com

swyx

  • 如果来旧金山参加 AI Engineer 周,今晚 Moscone 见面 swyx 发帖:Badge 领取和 New Engineer Orientation 今晚 5pm-9pm 在 Moscone 举行,建议提前去错开明天的注册高峰。65 场周边活动全部免费。faviconx.com

X / Twitter

36
swyx
swyx @swyx
Retweeted
AI Engineer AI Engineer
btw get to the Expo EARLY to get this sota swag
limited run while stocks last
basically this is our equivalent of a magic 8 ball you can roll whenever u are stuck
swyx 🔜 @aiDotEngineer: btw we crossed our 6k attendee mark a while ago. will probably call sold out when we hit 7k this weekend. do get tix now, this is the epicenter of ai next week.
if you are a student or between jobs, head to /associates to help us out.
rauchg
rauchg @rauchg
Mythos / Sol cybersecurity capabilities are equally useful in an offensive as well a defensive capacity.

If adversaries get ahold of an equivalent offensive capability, it poses a serious threat to US companies that remain unaware of latent vulnerabilities.

In the meantime, I strongly recommend running deepsec[1] or similar harnesses with the available frontier models.

[1] https://github.com/vercel-labs/deepsec

Polymarket: JUST IN: A new Chinese AI model from Zhipu AI reportedly matches Claude Mythos’ performance at finding security bugs.
petergyang
petergyang @petergyang
There's just one small problem with this framework:

If you wait till level 5 or whatever to tell other people that there's a problem when there's been a burning fire for days and your "solution" actually didn't fix the problem at all, you're 100% in a worse situation than someone who is level 1 and just told other people about the problem right away and found a solution together.

There's no black and white to this stuff, everything has nuance.

Alex Lieberman: I stole this idea and now use it with every single employee.

It’s the best illustration I’ve seen of teaching someone to be high agency.

It says there are 5 levels of work:

Level 1: “There is a problem.”

Level 2: “There is a problem, and I’ve found some causes.”

Level 3:

petergyang
petergyang @petergyang
Messi is so goated damn
garrytan
garrytan @garrytan
Retweeted
Ankit Gupta Ankit Gupta
hey btw electricity is going to be proportional to intelligence so we should build nuclear wind and solar as a national security imperative
Chris Meder: 🚨 China just became first country in history to surpass 4 TW of installed electricity capacity.
• 4.01 TW total capacity
• 62% non-fossil
• 61% renewable
• 1.5% nuclear
• 32% coal (down > 61% in 2010)
China's electricity system now 1.7× larger than the US and EU combined.
rauchg
rauchg @rauchg
I now own http://rauch.com. Excited to give my children clean email handles. Domains are awesome. The internet is awesome.
ylecun
ylecun @ylecun
Retweeted
Kenneth Roth Kenneth Roth
Putin's cannon fodder: "The average life expectancy of a new recruit—from arrival at a training ground to death in a combat zone—lies...between 10 days and 3 weeks. Once...sent onto the battlefield, Russian fighters survive an average of 20 to 35 minutes." https://trib.al/pJQZmLY
garrytan
garrytan @garrytan
Retweeted
Alec Stapp Alec Stapp
Very, very important caveat:
Alec Stapp: America's superpower is being a magnet for talent from all around the world.
ylecun
ylecun @ylecun
Retweeted
Kenneth Roth Kenneth Roth
Trump's Board of Peace plans to grant itself legal immunity for itself from “any arrest, detention or legal proceeding," according to a draft resolution. The draft language would also let the organization obtain public property in Gaza “free of charge.” https://trib.al/kFjVySj
ylecun
ylecun @ylecun
Retweeted
Scott Lincicome Scott Lincicome
New research from @nytimes finds that the US government is actively doing "critical minerals" deals with FOURTEEN different companies that have financial ties to the Trump and/or Lutnick families - deals worth around $9 billion in all:
petergyang
petergyang @petergyang
I'm trying to wrap my head around these two ideas:

1. Cloud agents are coming we should use VPS vs. our laptops

2. Everyone should buy hardware to run local models

Aren't they conflicting a bit?
petergyang
petergyang @petergyang
Retweeted
Peter Yang Peter Yang
"We give [agents] tasks overnight and then we wake up and the backlog is resolved and bugs are squashed."
Here's my new episode with @jess__yan, product lead at Anthropic. Jess showed me how to build a long-running Claude agent from scratch and how Anthropic product teams use agents internally to:
→ Understand the codebase
→ Synthesize user feedback
→ Pressure-test API decisions
Some quotes from Jess:
"You should be able to tag [agents] anywhere, but they should also proactively surface things for you in the way that a co-worker truly would."
"For me, agents really unlock depth. Rather than poking engineers on what they’re doing, I can just track the PRs directly and see which ones are merged."
"Long-running cloud agents are not bound by the constraints of your laptop and when it's on."
📌 Watch now: https://youtu.be/Xu5gz2qsaz8
Thanks to our sponsors:
@WisprFlow: 4x faster than typing with your voice https://ref.wisprflow.ai/peteryang
@RiversidedotFM: All-in-one AI studio for podcasts and video https://creators.riverside.com/PeterYang
garrytan
garrytan @garrytan
Retweeted
Nicolas Dessaigne Nicolas Dessaigne
I met a founder last week who was drowning, and his instinct was to hire more engineers. But the bottleneck wasn't building the product, it was getting it live at customers. Onboarding the deals they'd already signed was backed up for months.
The fix wasn't more engineers writing code. It was fewer of them writing code and more of them sitting inside the customer making the thing actually work.
A lot of startups don't die because they can't build anymore. They die because they can't deploy.
petergyang
petergyang @petergyang
Who's going to AI Engineer on Tuesday?
garrytan
garrytan @garrytan
Retweeted
Ben Lang Ben Lang
Easily the best AI series available
CS 153 at Stanford. Lectures from Jensen Huang, Satya Nadella, Sam Altman
ylecun
ylecun @ylecun
Retweeted
clem 🤗 clem 🤗
It's quite rational to regulate frontier API models, especially to get more transparency for the government, without regulating open-source AI.
Here's why:
1. The most dangerous AI systems right now aren't open models. They're the large frontier LLM APIs distributed through coding tools and assistants, because:
- They're built in secret behind closed doors and stay total black boxes. Zero transparency on what they can or can't do, with "safeguards" that blur everyone's ability to even analyze them.
- They're built and controlled by a few profit-maximizing megacorps, concentrating unprecedented power in very few hands, with every incentive to downplay risks and overstate their safeguards.
- They're distributed to hundreds of millions, maybe billions, of people and trivially easy to run.
2. Open-weight models are orders of magnitude less risky:
- They're not as massively distributed or as easy to use, especially the big ones, as APIs and assistants.
- We (including governments) can quickly and accurately analyze what they're capable of, and for now everyone confirms they're not as good as the APIs at doing bad things.
- They're distributed to everyone, so defenders and law enforcement get as much access as attackers.
The cost-benefit analysis of regulation is completely different too. Regulating frontier APIs is relatively easy and low risk while regulating open source would be much more complex, less efficient, and orders of magnitude more costly.
Regulating frontier APIs would only potentially hurt a few megacorps, if it even hurts them, given all the marketing that it is already generating for them. They can afford armies of lawyers and absorb losing a few billion dollars, especially given they're on track to become some of the most valuable companies in history.
Regulating open source, by contrast, would hurt the very people regulation is supposed to protect: small businesses, startups, researchers, nonprofits, universities, independent developers, and the broader public, while risking killing competition, slowing AI progress, and reducing transparency even more!
garrytan
garrytan @garrytan
Retweeted
Todd Davis 帅猛男 Todd Davis 帅猛男
If you want to understand San Francisco politics, you need to understand that the far-left does not like Scott Wiener because he is a YIMBY, and the far-right does not like Scott Wiener because he is a YIMBY.
garrytan
garrytan @garrytan
Retweeted
Raphael Schaad Raphael Schaad
This week we kicked off the S26 batch @ycombinator.
Many of these talented builders will turn into formidable founders over the course of the summer.
Cannot wait to help them build the very beginning of eventually iconic companies. Lfg.
swyx
swyx @swyx
Retweeted
AI Engineer AI Engineer
The 2026 World's Fair is completely sold out 🫡
✅ The largest AI industry expo on earth
✅ Sold out on Leadership track for CTOs & VP AI's
✅ Sold out on Workshops tomorrow
✅ Sold out on ALL late bird tickets
🙌 65 side events still FREE all over SF (see website)
What we will never sell out: Our commitment to publishing all the best AI engineering content for free online on YouTube.
We have now opened limited overflow tickets for our expo and engineering tix — no seating guaranteed, sessions are first come first served.
If you ARE one of our attendees, DO come down to Moscone for New Engineer Orientation tonight from 5p-9p to meet new friends and skip the morning crush for tomorrow. We expect EXTREMELY heavy last minute registration and need your help to load balance across days.
Please give your speakers and sponsors all the love for all the effort they are putting into making this the greatest show we have ever done!
swyx 🔜 @aiDotEngineer: btw we crossed our 6k attendee mark a while ago. will probably call sold out when we hit 7k this weekend. do get tix now, this is the epicenter of ai next week.
if you are a student or between jobs, head to /associates to help us out.
swyx
swyx @swyx
any guesses what the AIEWF Stress Curve* looked like for this year lol

*the gini coefficient over time from 0 to sold out


AI Engineer: The 2026 World's Fair is completely sold out 🫡

✅ The largest AI industry expo on earth
✅ Sold out on Leadership track for CTOs & VP AI's
✅ Sold out on Workshops tomorrow
✅ Sold out on ALL late bird tickets
🙌 65 side events still FREE all over SF (see website)
What we will

ylecun
ylecun @ylecun
Retweeted
Kenneth Roth Kenneth Roth
In any normal administration, the self-dealing by Trump and the officials around him would be scandalous. But Trump has normalized the corruption. https://trib.al/LanOhZb
petergyang
petergyang @petergyang
Take a wild guess if this is a real journalist or not
swyx
swyx @swyx
Retweeted
Ahmad Ahmad
MASSIVE NEWS
Teamed up with NVIDIA to make Local AI The Default
petergyang
petergyang @petergyang
Taste 😅
ylecun
ylecun @ylecun
Retweeted
Mike Levin Mike Levin
Let me tell you what just got reported, because you will not believe it until you see it laid out.
The Trump administration cut a billion-dollar tungsten deal with Kazakhstan. Tungsten is the metal we need for missile warheads, fighter jets, and computer chips. Trump himself got on the phone to close it. Commerce Secretary Howard Lutnick worked it from the inside, sending letters, leaning on the Kazakh president, lining up as much as $1.6 billion in federal financing.
Within weeks of those negotiations, investors tied to a firm partly owned by Donald Trump Jr. and Eric Trump took a 20% stake in an entity connected to the very same Kazakhstan project their father was negotiating. Around that same time, Cantor Fitzgerald, the firm run by Lutnick’s own sons, raised $210 million for a partner in the deal and pocketed the fees.
The fathers set the policy. The sons cashed in.
Six days after the Trump sons and their partners moved their money, Lutnick signed the final deal.
The reporting found one or both families have financial ties to at least 14 companies working with the government on critical mining deals.
The total federal funding flowing toward those companies tops $8.9 billion.
This is your tax money.
It is supposed to secure our supply chains and protect our troops, not pad the portfolios of the President’s children and the Commerce Secretary’s children.
This is the most corrupt administration in American history. It is not close.
We must keep digging, and keep asking the questions they do not want asked. Republicans in Congress are unwilling to lift a finger. Mike Johnson is running a protection racket.
Either we will end the corruption, or the corruption will be the end of us.
https://www.google.com/url?q=https://www.nytimes.com/2026/06/28/world/europe/trump-lutnick-sons-kazakhstan.html?unlocked_article_code%3D1.tlA.qIg2.aqgKx_c-fyWu%26smid%3Dnytcore-ios-share&source=gmail-imap&ust=1783260157000000&usg=AOvVaw08aex7rVxuowBx-iPxKrwV
petergyang
petergyang @petergyang
How Anthropic PMs use agents internally to get closer to the product from Jess, product lead for Claude Managed Agents:

“Access to our codebase has been the biggest unlock for me.

It helps me manage state more easily. Rather than poking a bunch of engineers on what they’re doing, I can just track the PRs directly and see which ones are merged, which ones are deployed.

I deeply understand and interact with my product so much more than I’ve ever been able to in the past.”

📌 Watch the full episode here: https://youtu.be/Xu5gz2qsaz8

https://x.com/petergyang/status/2071235979369972033?s=20


Peter Yang: "We give [agents] tasks overnight and then we wake up and the backlog is resolved and bugs are squashed."

Here's my new episode with @jess__yan, product lead at Anthropic. Jess showed me how to build a long-running Claude agent from scratch and how Anthropic product teams use

petergyang
petergyang @petergyang
Retweeted
Peter Yang Peter Yang
How Anthropic PMs use agents internally to get closer to the product from Jess, product lead for Claude Managed Agents:
“Access to our codebase has been the biggest unlock for me.
It helps me manage state more easily. Rather than poking a bunch of engineers on what they’re doing, I can just track the PRs directly and see which ones are merged, which ones are deployed.
I deeply understand and interact with my product so much more than I’ve ever been able to in the past.”
📌 Watch the full episode here: https://youtu.be/Xu5gz2qsaz8
https://x.com/petergyang/status/2071235979369972033?s=20
Peter Yang: "We give [agents] tasks overnight and then we wake up and the backlog is resolved and bugs are squashed."
Here's my new episode with @jess__yan, product lead at Anthropic. Jess showed me how to build a long-running Claude agent from scratch and how Anthropic product teams use
garrytan
garrytan @garrytan
Retweeted
Sam D'Amico Sam D'Amico
I wonder if another reason wiener is being *specifically* targeted (for context: daniel lurie is also jewish) is because he spearheaded housing reforms in CA that have been kryptonite for leftist nonprofit grifters
Hadley Freeman: These Wiener videos are so chilling. I don’t like WW2 analogies, but I think all of us who grew up hearing about how our grandparents were shouted at and shunned in 1930s Europe cannot help but see echoes here
swyx
swyx @swyx
Retweeted
swyx 🔜 @aiDotEngineer swyx 🔜 @aiDotEngineer
Re in case anyone was wondering, 300 or so people were referred by chatgpt this year
swyx
swyx @swyx
Retweeted
Dillon Mulroy Dillon Mulroy
episode 0 of the next token.
listen to rhys, sunil, and and i yap about ai and software engineering
garrytan
garrytan @garrytan
Retweeted
dex dex
sunday watching - criminally underviewed agentic coding advice from Segment cofounder and former OpenAI MTS on Codex @calvinfo
https://www.youtube.com/watch?v=q-ntX4DLW_c
mattshumer_
mattshumer_ @mattshumer_
If your answer to Fable/5.6 being held back is “open source will save us,” you’re missing the plot.

Sure, the gov can block American labs from serving frontier models.

But you think they’ll let Americans download similarly powerful Chinese weights?

Yeah. Sure.
petergyang
petergyang @petergyang
I’ll be honest with you all I still don’t know what Agentforce is

Gergely Orosz: It's almost comical seeing Salesforce push Agentforce so much for AI (and most tech companies not giving a damn about it), and ignoring that Slack is THE tool that each and every tech company is using as their AI connective tissue.

Salesforce "won" AI infra, but never noticed ha
gdb
gdb @gdb
ChatGPT for helping in daily life in Bengaluru: https://www.ndtv.com/offbeat/auto-rickshaw-driver-shows-how-chatgpt-helps-in-daily-life-openai-reacts-11698499
swyx
swyx @swyx
If you are in SF for AIE week, do come down to Moscone today 5pm-9pm for badge pickup and New Engineer Orientation - meet friends, plan your week, and pay it forward to newbies!

if worried about tweet volume, remb u can use the ai eng x community:

https://x.com/i/communities/1929211810798043448
swyx
swyx @swyx
Retweeted
Yohei Yohei
embedded the AI Engineer World Fair talks to be able to “find similar talks”, but then added a map & ability to bookmark a list and export it
https://yoheinakajima.github.io/aie-talks/
cc @swyx

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