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AI Builders 日报 — 6月29日

追踪 AI 领域真正在做事的人,而不是空谈者。

今日思考

Peter Yang 今天连发多条,核心论点只有一个:AI 竞争的本质不只是模型本身的战争,而是配套基础设施的战争。他类比中国电动车:同样的逻辑,如果美国只顾训练最强模型,却不同时扩大电网和数据中心,最终就是"最好的模型,却没有足够的算力去服务它"。这条逻辑和 Garry Tan 转发的 Chubby♨️ 观点高度呼应——都在指向同一个结论:下一阶段,决定胜负的是电力、冷却、服务器机房。对于正在训练大模型的团队,这是一个被低估的风险。


产品与发布

Replit Desktop

Replit 推出桌面应用,实现真正的多任务操作,同时支持 Windows 和 Mac。Replit 的思路是把浏览器内的开发体验延伸至本地桌面,补全了此前在线 IDE 在离线场景下的短板。faviconx.com

Vercel AI SDK 7 + Voice Agents

Guillermo Rauch 宣布 Vercel AI Gateway 正式上线三项实时语音能力:useRealtimegenerateSpeechtranscribe,并同步支持 xAI 的 Grok Voice 模型。这意味着开发者可以在 Vercel 平台上一站式集成多模型语音能力,无需自行对接各家 API。AI SDK 7 是这次语音功能落地的核心底层。faviconx.com

Next.js 16.3 Preview

Rauch 透露 Next.js 16.3 预览版已集成 Turbopack,带来开发阶段内存降低 90%、构建速度提升 5.5 倍的显著优化,同时支持实验性 Rust React Compiler 和 import.meta.glob。Turbopack 对文件系统缓存的押注正在兑现——在 AI 代理频繁调用 next build 的场景下,缓存优势被进一步放大。faviconx.com


观点与判断

Matt Shumer

  • 政府限制 Frontier 模型不会因为"有开源就无效" "政府把前沿模型视为国家安全威胁,电影是国家安全威胁吗?"这是他引用自己对 Fable/5.6 被限制一事的回应。核心逻辑:开源社区习惯以"电影音乐盗版"类比政府封禁,但两者本质不同——前者是娱乐版权,后者是国家安全。faviconx.com

Peter Yang (xAI)

  • AI 竞争不只是模型,还有电网和数据中心 "Winning in AI isn't just about building the best models. You also need to scale the energy grid and data centers. It'll be sad if we have the best models but don't have the infrastructure to serve them." 他还把中国电动车作为类比:中国靠低价生产优质电动车最终主导全球市场,同样的逻辑可能出现在 AI 领域。faviconx.com

  • 写作场景:Vanilla Claude 优于 Coding Agent 在写作和编辑场景下,普通 Claude 网页版体验仍优于 Codex 和 Claude Code。他推测原因可能在于 Coding Agent 的系统提示词让模型"变得更差"。这个观察值得实际测试验证。faviconx.com

Guillermo Rauch (Vercel CEO)

  • Vercel 本周有重磅发布 "So excited for the @vercel ships this week… some would say a decade in the making. any guesses?" 具体内容未透露,但 Rauch 用"十年磨一剑"描述,预期不低。结合 AI SDK 7 和 Voice Agents,Vercel 正在从前端平台向 AI 应用基础设施扩展。faviconx.com

Garry Tan (Y Combinator CEO)

  • Hermes + Gbrain 是企业 AI 的绝佳起点 Garry 转发了 Milind 和 Gergely Orosz 的讨论,指出 Hermes + Gbrain 方案可以 Slack 消息驱动、打通全公司知识、可并行调用、能驱动 Claude Code 或 Codex,且数据自主可控、可随时换模型。这是目前最完整的企业 AI 架构描述之一。faviconx.com

X / Twitter

40
rauchg
rauchg @rauchg
Retweeted
Marc Andreessen 🇺🇸 Marc Andreessen 🇺🇸
Learn to ship.
Guillermo Rauch: Learn to ship. Shipping is a skill distinct from coding. Shipping is designing, coding, QAing, story-telling, teaching, marketing, selling, pivoting, iterating…
It used to be that coding dominated in importance because of coding ability scarcity. AI will push you to go further.
garrytan
garrytan @garrytan
Retweeted
Armand Domalewski Armand Domalewski
Everyone nationally is reporting this as a story about Gaza and Israel, but if you listen to the actual recording, half or more of what they were mad about is that Scott Wiener thinks it is good to let you build an apartment in a city on land you own
https://www.nytimes.com/2026/06/27/us/scott-wiener-trans-march-gaza-video.html?unlocked_article_code=1.tlA.nTnP.V675hXlvb40P&smid=tw-share
ylecun
ylecun @ylecun
Retweeted
Nicholas Kristof Nicholas Kristof
.@elonmusk says that no one can name a person who died from his aid cuts. In fact, I've met the kids who are dying, and I've talked to the families who lost children. In my columns, I've cited many, many names of people who have died because of Musk's aid cuts. A few examples:
*Yamah Freeman was a 23-year-old woman who died in childbirth because Musk cut funding for the diesel for ambulances in her part of Liberia. She couldn't get to a hospital and died as people were carrying her there. I talked to her parents and sister in their village.
*Gbessey Kiadu, age 1, died of malaria because of his cuts to malaria medication in Liberia. I talked to his mom in her village.
*Ibrahim Koroma, an infant, died of AIDS in Sierra Leone after he interrupted HIV supplies. I talked to health workers who cared for him.
*Achol Deng was an 8-year-old girl with HIV in South Sudan who died when Musk cut funding for the health care worker who provided her medicines. I talked to the healthcare workers.
I could go on and on. In almost every village you go to in South Sudan, Uganda, Liberia, Sierra Leone or other countries I reported in, you find people dying because of aid cuts. I challenge Musk: Come with me on a reporting trip, and we'll talk to these moms and dads, and you'll see the dying children themselves. I think if you see the kids whose lives are at stake, maybe you'll change your mind.
Elon Musk: Exactly.
And they cannot cite a single name of someone who died out of the “millions” they falsely claim have died. Not a single name!
mattshumer_
mattshumer_ @mattshumer_
I know it’s hard to believe, but every once in a while, I do something unrelated to AI!

Matt Shumer: Recreated Peter Luger’s steak in my apartment for some friends this weekend.

Still a lot to improve, but for my first real attempt, I’m pretty proud of it!

Tasted insanely close to the real thing.



garrytan
garrytan @garrytan
Retweeted
Alex Imas Alex Imas
New rule: Anyone who is about to write a "all workers will be replaced by machines" essay needs to first read On Machinery by David Ricardo (yes, that David Ricardo), because he probably wrote your essay...in 1817.
Dean W. Ball: Lord, grant me the cajones to one day begin my essay: “Let’s start from this premise: I am correct. My conception of cognition, AI, labor markets, the economy, human beings, and the world is perfect, and things will go exactly as I expect. I can’t prove this, but…”
swyx
swyx @swyx
Retweeted
Ahmad Ahmad
We actually kickstart things early tomorrow with 2 workshops on Local AI
See you guys tomorrow
Ahmad: MASSIVE NEWS
Teamed up with NVIDIA to make Local AI The Default
garrytan
garrytan @garrytan
"Forget your perfect offering / There is a crack in everything / That's how the light gets in."

—Leonard Cohen
swyx
swyx @swyx
Retweeted
AI Engineer AI Engineer
you guys are not ready for this level of swag
Corey Quinn: The early badge pickup for @aiDotEngineer is nuts.
gdb
gdb @gdb
Sol & Daybreak
ylecun
ylecun @ylecun
Retweeted
Alan Lester Alan Lester
A very damaged man who had the political power and the private wealth to save millions of lives but chose instead to allow suffering & death. Not only that, he uses his influence to sow ethnic and religious hatred, undermine democratic governments and argue against empathy itself
Nicholas Kristof: .@elonmusk says that no one can name a person who died from his aid cuts. In fact, I've met the kids who are dying, and I've talked to the families who lost children. In my columns, I've cited many, many names of people who have died because of Musk's aid cuts. A few examples:
swyx
swyx @swyx
Retweeted
Jo Kristian Bergum Jo Kristian Bergum
If you are not speaking at @aiDotEngineer what are you even doing
garrytan
garrytan @garrytan
Retweeted
Milind Milind
So PSA for anyone who wants to build this
A *fantastic* starting point is Hermes + Gbrain
You can message it on Slack
It has ALL company knowledge
Can be invoked in parallel
Can use Hermes to code OR have it drive Claude Code or Codex
You can connect everything to it
But also
Your data remains yours
You can swap models, personality, and add custom features whenever you want
I'm sure @Teknium and @garrytan would agree
Gergely Orosz: I talked with a few folks inside Anthropic and I am starting to understand what @karpathy is saying (and what lots of people are misunderstanding)
It's not about Slack, but about a cloud AI, hooked up to ALL internal company systems, that "just works." THIS is the breakthrough
petergyang
petergyang @petergyang
This reminds me of the electric car race where China is making great cars at a fraction of the price and now dominates the global EV market.

Chubby♨️: The worst-case scenario for the United States is becoming increasingly realistic, and I will briefly explain why.

@quxiaoyin raised many valid points, and I agree with her. First of all:

-China certainly does not place such strong emphasis on open source because it cares so

garrytan
garrytan @garrytan
Build power and datacenters

Chubby♨️: The worst-case scenario for the United States is becoming increasingly realistic, and I will briefly explain why.

@quxiaoyin raised many valid points, and I agree with her. First of all:

-China certainly does not place such strong emphasis on open source because it cares so

petergyang
petergyang @petergyang
Winning in AI isn't just about building the best models.

You also need to scale the energy grid and data centers.

It'll be sad if we have the best models but don't have the infrastructure to serve them.
rauchg
rauchg @rauchg
So excited for the @vercel ships this week… some would say a decade in the making. any guesses?
garrytan
garrytan @garrytan
Retweeted
Frank Smith Frank Smith
I just donated to Scott Wiener's campaign.
Last weekend clarified the November race better than any op-ed could.
Connie Chan has built a strange horseshoe coalition: conservatives who want San Francisco frozen in amber, cars, unaffordable housing and all, and a radical fringe that would rather perform than govern. Two very different aesthetics, one clear allergy to real progress.
But beyond politics, Chan has shown a character problem. As a supervisor, she opposed police funding. Then, when her own neighborhood became ground zero for elderly Asian residents being robbed, she ran to London Breed, literally in tears, accusing her of starving the Richmond of police officers. The lack of self-awareness and accountability was stunning.
Now, I've been critical of Scott before, particularly on public safety. His policies, particularly his support of prop 47, have had real flaws in my opinion. But unlike Chan, he's delivered meaningful legislation on housing, affordability, and public transit: things that actually shape how San Francisco functions.
And last weekend, he showed something harder to register: character. Faced with genuinely hostile behavior, he didn't lose his composure or cave to the moment. He calmly removed himself from the situation, then came back to reaffirm his support for the very community that had confronted him.
That's the kind of steadiness and moral compass sorely missing from a Congress that has grown increasingly servile to the President.
Vote for @Scott_Wiener!
swyx
swyx @swyx
AIE workshop day https://x.com/i/broadcasts/1dGYllOggQoKX
rauchg
rauchg @rauchg
Voice agents now on Vercel

Vercel: Voice agents, now on Vercel.

Realtime, speech and transcription are now live on AI Gateway. Build with 𝚞𝚜𝚎𝚁𝚎𝚊𝚕𝚝𝚒𝚖𝚎, 𝚐𝚎𝚗𝚎𝚛𝚊𝚝𝚎𝚂𝚙𝚎𝚎𝚌𝚑 & 𝚝𝚛𝚊𝚗𝚜𝚌𝚛𝚒𝚋𝚎 on AI SDK 7.

swyx
swyx @swyx
Retweeted
PicoCreator - AI builder @ ✈️🌉 PicoCreator - AI builder @ ✈️🌉
Come join us at the music corner at @aiDotEngineer
It’s not just about AI, it’s the vibes
DJ sets arriving soon as well
ylecun
ylecun @ylecun
Retweeted
Forbes Forbes
One study found Musk’s closing of the U.S. Agency for International Development could cause the deaths of millions of children. https://www.forbes.com/sites/tylerroush/2026/06/29/a-testy-musk-attacks-claims-doges-cuts-killed-children-but-studies-paint-grim-picture/?utm_source=ForbesMainTwitter&utm_medium=social&utm_campaign=ForbesMainTwitter (Photo: Associated Press)
petergyang
petergyang @petergyang
I think I might stop using @telegram if these BS spam msgs don't get blocked by default.

Doesn't make sense you have to pay a subscription to reduce spam and not let randos DM you.
rauchg
rauchg @rauchg
Massive performance and memory usage improvements in @nextjs.

Turbopack’s bet on the filesystem cache pays off greatly in a world of agents hammering 𝚗𝚎𝚡𝚝 𝚋𝚞𝚒𝚕𝚍.

Next.js: Turbopack: What's new in Next.js 16.3 Preview

• Up to 90% less memory in dev
• Up to 5.5x faster builds via Filesystem Cache
• Faster HMR and dev startup
• Experimental Rust React Compiler
• 𝚒𝚖𝚙𝚘𝚛𝚝.𝚖𝚎𝚝𝚊.𝚐𝚕𝚘𝚋 support

https://nextjs.org/blog/next-16-3-turbopack
rauchg
rauchg @rauchg
Retweeted
Parker Conrad Parker Conrad
Grok Voice in Vercel!
Vercel Developers: Grok's realtime voice is now on AI Gateway. Build with AI SDK 7:
• 𝚡𝚊𝚒/𝚐𝚛𝚘𝚔-𝚟𝚘𝚒𝚌𝚎-𝚝𝚑𝚒𝚗𝚔-𝚏𝚊𝚜𝚝-𝟷.𝟶 (𝚞𝚜𝚎𝚁𝚎𝚊𝚕𝚝𝚒𝚖𝚎)
• 𝚡𝚊𝚒/𝚐𝚛𝚘𝚔-𝚝𝚝𝚜 (𝚐𝚎𝚗𝚎𝚛𝚊𝚝𝚎𝚂𝚙𝚎𝚎𝚌𝚑)
• 𝚡𝚊𝚒/𝚐𝚛𝚘𝚔-𝚜𝚝𝚝 (𝚝𝚛𝚊𝚗𝚜𝚌𝚛𝚒𝚋𝚎)
https://vercel.com/changelog/xai-grok-audio-models-now-available-on-vercel-ai-gateway
rauchg
rauchg @rauchg
Retweeted
xAI xAI
State of the art voice APIs from SpaceXAI, now in the Vercel AI Gateway
Vercel Developers: Grok's realtime voice is now on AI Gateway. Build with AI SDK 7:
• 𝚡𝚊𝚒/𝚐𝚛𝚘𝚔-𝚟𝚘𝚒𝚌𝚎-𝚝𝚑𝚒𝚗𝚔-𝚏𝚊𝚜𝚝-𝟷.𝟶 (𝚞𝚜𝚎𝚁𝚎𝚊𝚕𝚝𝚒𝚖𝚎)
• 𝚡𝚊𝚒/𝚐𝚛𝚘𝚔-𝚝𝚝𝚜 (𝚐𝚎𝚗𝚎𝚛𝚊𝚝𝚎𝚂𝚙𝚎𝚎𝚌𝚑)
• 𝚡𝚊𝚒/𝚐𝚛𝚘𝚔-𝚜𝚝𝚝 (𝚝𝚛𝚊𝚗𝚜𝚌𝚛𝚒𝚋𝚎)
https://vercel.com/changelog/xai-grok-audio-models-now-available-on-vercel-ai-gateway
amasad
amasad @amasad
Retweeted
Replit ⠕ Replit ⠕
Now introducing Replit Desktop, a seamless way to multitask and get the best of Replit right on your Desktop.
Supported for both Windows and Mac.
ylecun
ylecun @ylecun
Retweeted
Steve Rattner Steve Rattner
Musk is right that many problems can't be solved just by "throwing money" at them.
But US aid to fight AIDS, child hunger & other global plagues has one of the highest ROIs in government.
The data is clear: cutting this $ means millions will die. The question is how many.
swyx
swyx @swyx
Retweeted
AI Engineer AI Engineer
Apologies to those looking forward to @mattpocockuk's keynote, but he had to bow out for personal stuff...
... but he didn't leave us high and dry!!!!!!!!!!
happy to announce our final and tenth online track keynote talk from one of the GOAT AIE speakers!
(link in reply)
we will announce Matt's replacement soon... 👀
Matt Pocock: Just recorded my AIE SF talk remotely, and I'm sad that I won't get to have a corridor Q&A.
My talk's called "The Missing Manual: How To Write Great Skills"
So, AMA. What do you want to know about writing better skills?
swyx
swyx @swyx
Retweeted
Kent C. Dodds 🏹 Kent C. Dodds 🏹
This is what the line looks like coming into my two-hour workshop at @aiDotEngineer World's Fair... ten minutes before start. No pressure!
garrytan
garrytan @garrytan
Retweeted
Kevin Dahlgren 🥾 🥾 Kevin Dahlgren 🥾 🥾
This is a mini documentary I did about the Homeless crisis in San Francisco’s Tenderloin neighborhood in partnership with @DiscoveryInst1 @DiscoveryCWP please share.
petergyang
petergyang @petergyang
Retweeted
Peter Yang Peter Yang
How Anthropic product lead @jess__yan uses AI agents internally across 5 workflows:
1. Understand the codebase
Instead of asking engineers what shipped or how something works, Jess can inspect pull requests, deployments, and product architecture directly. “Access to our codebase has been the biggest unlock for me.”
2. Synthesize customer feedback
Jess has agents monitor customer Slack channels to get more signal before deciding what to build next.
3. Get briefed before meetings
Jess uses agents to prep before customer conversations, pitches, and internal discussions. This helps her show up with baseline research done and a clearer opinion.
4. Pressure-test product & API decisions
Jess has an API review agent in Slack that helps the team improve API design and spot when their biases are getting in the way.
5. Build temporary agents for messy ops work
Jess built an ad hoc agent to clean up a 4,000+ company waitlist. t removed invalid entries, scored likely high-value testers, and helped pull invitees daily. Messy short-lived workflows are great candidates for temporary agents.
Jess also showed me how to build a Claude analytics agent from scratch in our interview.
📌 Watch the episode here: https://youtu.be/Xu5gz2qsaz8
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
swyx
swyx @swyx
prescribe one (1) pill when a coworker disrespects scaling laws

make a beeline 4pm sharp at aie expo, first come first served


AI Engineer: you guys are not ready for this level of swag

ylecun
ylecun @ylecun
Retweeted
clem 🤗 clem 🤗
Open-source AI is booming, massively impactful for progress, competition, transparency & orders of magnitude less dangerous than closed-source frontier AI.
Time to support it to the max!
mattshumer_
mattshumer_ @mattshumer_
For everyone replying that people download movies and music illegally every day, so a ban on open-source models won’t matter either.

The government considers frontier models a national security threat.

Are movies a national security threat?

Matt Shumer: 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.
rauchg
rauchg @rauchg
curl -sN https://ascii-prisms.vercel.app
by @_brian_zhang
petergyang
petergyang @petergyang
I have so many spicy takes about all this restricted access + open source stuff I'm just going to rant about all of them in one post.
petergyang
petergyang @petergyang
For writing and editing, plain vanilla Claude web is still the best (vs Codex and Claude Code).

My guess is something in the coding agent's system prompts make them crappier writers.
gdb
gdb @gdb
OpenAI for powering startups:

Tony Xavier: Free coffee from @OpenAI at @ycombinator? Say less

swyx
swyx @swyx
Retweeted
rachael de foe is in sf ✈️ rachael de foe is in sf ✈️
backstage aie access to interview the one and only mochi 🤩
swyx
swyx @swyx
Retweeted
Louis-François Bouchard 🎥🤖 Louis-François Bouchard 🎥🤖
Re @aiDotEngineer workshop done.
Packed room and people sitting down
And a lot of questions, am especially in 1:1 afterwards. Thanks for coming to chat. So fun!
Hope this means it was a success
Now time to enjoy the other amazing talks !!
❤️
Thanks @swyx for the opportunity

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