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AI Builders 日报 — 7月4日

追踪 AI 领域真正在做事的人,而不是空谈者。

今日思考

今天的内容整体偏少,世界杯和美国国庆日叠加,builders 圈安静。但 Rauch 放出了一组来自 Vercel AI Gateway 的真实数据,swyx 的那句观察值得反复咀嚼:可视化工具折腾了十年,败给了"低对比度、界面丑陋"的 CLI——因为后者真正替你做了思考。当工具能承接认知负重,审美反而是次要的。这对 AI 应用层的创业者是个冷酷提醒:用户要的不是更好看的画布,是把事情搞定。


产品与发布

Peter Yang 视频:OpenAI PM 实战 Codex 工作流

Peter Yang 预告了一期新节目,邀请 OpenAI Codex 产品经理 Rohan 现身说法,展示如何用 Codex 做产品工作的完整流程:调用 Image Gen 快速探索设计方案、从 Slack 触发 Codex 自动化、用一条主线程管理其他线程。节目 7 月 5 日上线。

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Vercel AI Gateway:Anthropic 在 token 消耗上占据主导地位

Rauch 发布了 Vercel AI Gateway 累计 token 消耗的动态可视化,展示过去各 AI 实验室的 spending 波动曲线。数据来自平台数百万开发者的真实调用,覆盖数万亿 token 规模。他的判断:Anthropic 持续占据主导,开源权重模型(open weight AI)正在崛起。

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观点与判断

swyx(AI Engineer 社区 / 知名 AI 工程师博主)

  • CLIs 击败可视化工具的原因:前者替你思考 swyx 反思了一个颇具讽刺意味的现象:"tools for thought"领域花了十年做漂亮的画布和可视化 demo,最终被"低对比度、界面丑陋"的命令行工具彻底碾压——因为 CLI 能替你做那些"商品化的思考"。他引用 Geoffrey Litt 分享的一个工作流:对着镜头录一段无脚本的视频,让 Claude Code 直接转成 Notion 页面(含幻灯片和文字稿),再让 Claude 处理所有人的反馈并以内联评论形式附加到对应段落。这个流程没有用到任何花哨的可视化工具,却把"准备演讲"这件事的认知成本降到了接近零。

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X / Twitter

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petergyang
petergyang @petergyang
1) What
swyx
swyx @swyx
big highlight of aie is always catching up with @microsoft folks like @digitarald who deeply care about the responsibility of being the predominant platform for code and always have thoughtful talks and ideas around how they are supporting hundreds of millions of users (from the smallest SF AI natives to the largest global F500s) with the kind of care and maturity that doesn’t often get celebrated on twitter, but MSFT wouldn’t remain a 3T megaplatform today without the kind of passionate devtools people that I saw speak at AIE this week. always awed by the bigcloud folks who embrace all the complexities of being the incumbent AND innovator at the same time.

Jeff Cross: At @aiDotEngineer, I asked @digitarald from the @code team how they use AI to keep up with the increasing volume of open source contributions.

petergyang
petergyang @petergyang
wtf is going on
swyx
swyx @swyx
Factorio has broken containment

Lukas Ziegler: A robot for the 3D printing farm! 🖨️

3D printing is often tied to a repetitive cycle: wait for the print to finish, remove it, clean up, start the next one, and repeat.

But what if there were a solution that changed all of that?

This robot powers an entire 3D printer farm.

petergyang
petergyang @petergyang
lol hell yes best match ever
petergyang
petergyang @petergyang
My heart cannot take this
garrytan
garrytan @garrytan
Retweeted
Jared Friedman Jared Friedman
Wafer made AMD GPUs competitive with NVIDIA chips for AI inference - at half the cost.
wafer: 🚨 BREAKING:
these engineers figured out how to serve GLM 5.2 on @AMD MI355X at 2626 tok/s/node and 213 tok/s single stream at over 2x lower cost than Blackwell
that's ~80% of B200 throughput at over 2x lower cost
full write-up in reply to see how
petergyang
petergyang @petergyang
What a game huge respect to Cape Verde

Peter Yang: 1) What

swyx
swyx @swyx
i often think about the irony of how "tools for thought" people spent like a decade making cool pretty demos with canvases

and then got completely mogged by low contrast poorly designed CLIs just winning because they do commodity thinking for you

Geoffrey Litt: a fun workflow for prepping a talk:

> record a draft video without a script
> have Claude Code turn the video into a Notion page with slides + transcript of what I said
> ask people for feedback on the video; Claude processes their notes and attaches things as inline comments in

petergyang
petergyang @petergyang
A LinkedIn DM can change your life 😅
ylecun
ylecun @ylecun
Retweeted
Mike Levin Mike Levin
DOGE deletes itself on July 4th. It will be remembered as a hugely destructive failure.
Musk promised $2 trillion in savings.
What we got, by DOGE’s own unverified math, was $215 billion. Even that number was never proven.
The costs were atrocious. Nearly 140,000 federal workers pushed out. Veterans waiting longer for care. USAID dismantled while people died overseas as a direct result. 20-year-olds with Red Bulls and no college degrees rummaging through Americans’ most sensitive data.
Musk, the world’s richest man, a federal contractor with billions in government business, auditing the government that pays him, accountable to no voter anywhere. 
Even Musk now says he wouldn’t do it again. The guy who ran it calls it a mistake.
Government reform was there for the taking. Both parties know federal technology is outdated. Both parties know waste exists. Fixing it required serious people working with career civil servants who know where the problems actually are. Instead we got a chainsaw, a photo op, and years of lost expertise we now have to rebuild.
Now Trump’s budget director says there will be no final accounting or receipts. They promised transparency and they’re closing up shop in the dark.
They’re counting on us all to forget.
https://www.eenews.net/articles/doge-self-deletes-on-july-4th-the-grand-experiment-fell-apart-long-before-that/
petergyang
petergyang @petergyang
Still buzzing from that match.

Soccer is the world’s best game.
swyx
swyx @swyx
Retweeted
Ethan Sutin Ethan Sutin
happy was able to see you!
@aiDotEngineer means a lot to me too, and so many others. Not only the densest signal conference, but also the best place to make new friends for life.
The community is so lucky to have @swyx; he is truly gifted at connecting people.
Alex Volkov @ AI Engineer: I'm back home, exhausted but very emotionally fulfilled.
@aiDotEngineer means a lot to me, it means seeing folks I've met a few years ago now, and chatting about what's new in their life and how they are using AI.
It means meeting new people and adding them to that circle, it
mattshumer_
mattshumer_ @mattshumer_
Retweeted
Petr Baudis Petr Baudis
This is actually a very good (and short and simple!) guide.
A bunch of neat tricks in there too.
Matt Shumer: Here's my in-depth guide to getting the most out of Claude Fable 5, so you can build things as insane as my demos below.
https://simplemarkdowneditor.com/pub/IbaCrTjLJT?key=uQOQ2NPO3TTUSXyYDjyLf
ylecun
ylecun @ylecun
Retweeted
clem 🤗 clem 🤗
How? Instead of closed-source frontier labs running the same training runs in secret and siloes, open science and open-source AI allows them to mutualize spending and compute making them an order of magnitude more efficient!
Rand Group: 🇺🇸 The United States will spend $1 trillion on AI in 2027.
🇨🇳 China will spend $123 billion and still ship frontier models.
How?
petergyang
petergyang @petergyang
My episode tomorrow is an inside look at how an OpenAI PM uses Codex for product work.

Rohan (Codex PM) walked through how to:

→ Use Image Gen to explore designs fast
→ Trigger Codex automations from Slack
→ Use one Codex thread to manage others

📌 Subscribe to get the full episode tomorrow: https://www.youtube.com/@PeterYangYT?sub_confirmation=1
petergyang
petergyang @petergyang
Retweeted
Peter Yang Peter Yang
My episode tomorrow is an inside look at how an OpenAI PM uses Codex for product work.
Rohan (Codex PM) walked through how to:
→ Use Image Gen to explore designs fast
→ Trigger Codex automations from Slack
→ Use one Codex thread to manage others
📌 Subscribe to get the full episode tomorrow: https://www.youtube.com/@PeterYangYT?sub_confirmation=1
ylecun
ylecun @ylecun
Retweeted
Eric Topol Eric Topol
On our 250th birthday, celebrating the contribution of immigrants and international collaboration
—46% of people with doctoral-level degrees working in US science and engineering fields are foreign-born
—41% of the science and engineering research published by US authors in 2024 included international collaborators
—20% of physicians working the the USA were born and educated abroad
@ACarnegieFdn and @TheLancet
https://www.thelancet.com/journals/lancet/article/PIIS0140-6736(26)01333-4/fulltext
ylecun
ylecun @ylecun
Retweeted
Yann LeCun Yann LeCun
Re Yet we still don't have level-5 self-driving cars, and certainly not self-serving cars that can learn to drive in a few hours of practice like any teenager.
We don't even have domestic robots that can do what 10-year olds can do the first time we ask them.
We don't even have robots that are nearly as smart as a house cat.
The G in AGI is nonsense.
ylecun
ylecun @ylecun
Retweeted
Yann LeCun Yann LeCun
Re @elonmusk @Devon_Eriksen_ If there were any lingering doubts that you and your friends were against the very principles of democracy, you just removed them.
rauchg
rauchg @rauchg
🟦⭐🟦⭐🟦🟥🟥🟥🟥🟥🟥
⭐🟦⭐🟦⭐⬜⬜⬜⬜⬜⬜
🟦⭐🟦⭐🟦🟥🟥🟥🟥🟥🟥
⭐🟦⭐🟦⭐⬜⬜⬜⬜⬜⬜
🟥🟥🟥🟥🟥🟥🟥🟥🟥🟥🟥
⬜⬜⬜⬜⬜⬜⬜⬜⬜⬜⬜
🟥🟥🟥🟥🟥🟥🟥🟥🟥🟥🟥
⬜⬜⬜⬜⬜⬜⬜⬜⬜⬜⬜
🟥🟥🟥🟥🟥🟥🟥🟥🟥🟥🟥
swyx
swyx @swyx
Retweeted
Sander Dieleman @ ICML 2026🇰🇷 Sander Dieleman @ ICML 2026🇰🇷
Here's a cool piece of LLM lore: the original scaling laws were wrong due to a bug, which probably led to a lot of wasted compute on oversized undertrained models 🫣 (and that was before we even started properly accounting for inference cost!)
Diogo Almeida: http://x.com/i/article/2073276453131780096
swyx
swyx @swyx
Retweeted
Yohei Yohei
spending the last week at @aidotengineer was awesome. too many great convos to cover them all, but jotted down some things that stood out:
- Lots of discussion around open source models. I spoke with consultants helping enterprise start to switching over low level tasks. Model routing companies and tools are seeing an uptick in usage and demand, and more innovation happening in routing (eg deterministic classifiers, etc).
- As an extension of this topic, local model room was packed. More people are running or at least trying to build fully local coding agents, primary reason seems to be cost (it’s people spending lots on tokens).
- They had a special area for “token billionaires” who are not people who have a billion tokens but spend a billion tokens… a week.
- Saw that OpenClaw was a topic on some talks, but in my private conversations (biased by who I spoke with), I spoke with many people who had switched to Hermes Agent, and very few active OpenClaw users.
- Fable came back during the conference (the strong Claude model that was temporarily banned by US govt). I heard people at the conference that it was butchered and not as good, but I also heard from people I trust that they didn’t notice a difference and that it’s great. It likely depends on what you’re using it for - my limited experience from this morning has been great.
- Getting coding agents to work more reliably, over longer horizons, on bigger code bases was a constant discussion and many popular talks and workshops on this. I was pleasantly surprised at how much of the content and discussions really felt like engineers sharing their own tips, not selling or marketing their product (though there was plenty of that too).
- The “company brain” topic came up a good amount as well. Distinct from “company knowledge/data”, this conversation was more around documenting how companies make decisions, not what data exists in their database.
mattshumer_
mattshumer_ @mattshumer_
Retweeted
Nat Eliason Nat Eliason
Sent this straight to my OpenClaw to make a skill for prompting Fable.
Recommend you do the same.
Matt Shumer: Here's my in-depth guide to getting the most out of Claude Fable 5, so you can build things as insane as my demos below.
https://simplemarkdowneditor.com/pub/IbaCrTjLJT?key=uQOQ2NPO3TTUSXyYDjyLf
petergyang
petergyang @petergyang
Poor Canada 😭
petergyang
petergyang @petergyang
Rooting for Paraguay later 😅

Please pull some Cape Verde shit
garrytan
garrytan @garrytan
Hopecore get in my veins now

Séb Krier: Positive visions of the future are easy to produce, so it's understandable that people dismiss them. I think that's a mistake, and that disempowerment-fatalism is just as easy. If I had to imagine a nice 'post-AGI' vision, it would look like this:

I have to work much less, but


petergyang
petergyang @petergyang
Damn is this whole game going to get played in front of Paraguay goal
ylecun
ylecun @ylecun
Retweeted
Kenneth Roth Kenneth Roth
While Trump walked away with a $636 million profit from his crypto venture, nearly 1 million people who bought into it lost a total of $3.81 billion through the end of June. They were probably mostly his MAGA supporters, but to Trump they were suckers. https://trib.al/tQSlpdJ
petergyang
petergyang @petergyang
Lol Mbappé overrated as hell
petergyang
petergyang @petergyang
Re I jinxed it 😭
swyx
swyx @swyx
Retweeted
Nehal Nehal
The vibes at AIE world fair were ✨immaculate ✨
ylecun
ylecun @ylecun
Retweeted
Ying Wang✈️ ICML Ying Wang✈️ ICML
Come and chat with us in ICML 🥳 Excited to present Temporal Straightening for Latent Planning in the Tuesday morning session #1509. Let’s talk about world models, JEPA and representation learning.
agentic learning ai lab: Agentic Learning AI Lab @agentic_ai_lab presents at #ICML2026 in Seoul✈️🇰🇷 Come check out our latest research!
📍Main Conference Papers
Temporal Straightening for Latent Planning
Tue Jul 7 10:30am Hall A #1509
Context Tuning for In-Context Optimization
Wed Jul 8 5pm Hall A

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