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AI Builders 日报 — 7月6日

追踪 AI 领域真正在做事的人,而不是空谈者。

今日思考

LLM 辩论背后有一个被忽视的信号:即使是最前沿的从业者(Yann LeCun),也在承认语言作为世界模型的局限性——一个 4 岁孩子 4 年通过视觉看到的数据量,按文本计算需要 40 万年才能读完。但这并不意味着 LLM 没有价值,而是意味着 AI 基础设施的竞争正在从"模型参数"转向"推理效率":谁能用更便宜、更高效的硬件和内存架构运行足够好的模型,谁就赢了。Carmack 关于用 NAND flash 替代 HBM 的分析,正是这个大方向的具体例证——推理成本的结构性变革,将是未来 2-3 年最值得关注的战役。


产品与发布

Replit Agent 自我改进闭环

Replit 宣布已实现 agent 自我改进的完整闭环(closed the loop),agent 可以自己优化自己。另外,亚特兰大一家房地产公司用 Replit CRM 完全替代 Salesforce,直接节省了 $100k/年。faviconx.com

Claude Code 背后故事

Anthropic 整理发布了 Claude Code 诞生过程的访谈记录,由参与构建的工程师和早期用户讲述这款产品如何从零走到今天。faviconx.com

Fable 5 高价值用例清单

Peter Yang 整理了 5 个 Fable 5 的实战用法:寻找值得委托给 Fable 的任务、做商业和生活咨询、项目上线前找 bug、规划大项目、用 Fable 重构 AI 技能系统。注:Fable 5 将于 7 月 7 日午夜从 Claude 订阅下线。faviconx.com

Codex 原型设计新范式

Codex PM Rohan Varma 展示了一个非直觉的工作流:用 Image Gen 做原型比写代码快得多。他截屏 Codex composer 后让 Codex 用 Image Gen 生成 4-5 个改进方案的可视化原型,再选其中一个直接做成可交互网站。他指出,大多数开发者还停留在"pair programming"阶段,没有充分释放立即委托(delegate)的潜力——几乎所有专业工作都应该立即让 Codex 开始执行,而不是渐进式协作。faviconx.com | faviconx.com


观点与判断

Guillermo Rauch (Vercel CEO)

  • AI 编程的终极检验标准是软件整体是否在变好 他认为真正的裁判是用户是否热爱产品、是否推荐给他人。Vercel CTO 用 agents 自主开发了多个工具(chat-sdk.dev、just-bash.dev、deepsec.sh),正在行业范围内产生实际影响。初级工程师和实习生现在能在规模上交付高质量软件。faviconx.com

Peter Yang (AI 播客主持)

  • 企业里只有 5-10% 的工程师在最大化利用 Codex 引用 Codex PM Rohan 的判断:大多数开发者还停留在 pair programming 和低程度委托层面。ChatGPT 用户的行为模式和 Codex 能委托的任务完全不同,这个鸿沟意味着大多数专业工作场所还没有真正开始 AI 转型。faviconx.com

技术动态

John Carmack (AI 加速器工程师)

  • NAND flash 可替代 HBM 用于推理,成本降低 100 倍以上 与游戏渲染不同,模型推理的内存访问模式是确定性的,不需要真正的随机访问内存。NAND flash 比 HBM 便宜 100 倍以上,通过 1024 bit 接口配合顺序读取可实现与 HBM 相当的带宽。他建议让 flash 模拟 RAM 接口(触发性能悬崖而非流式接口),这样可以复用现有缓存层级,代码也更容易迁移。分层内存系统(部分 flash + 部分 HBM)虽然不是最优但成本大幅降低,可运行大得多的模型。训练场景因写入量大导致 flash 磨损,推理场景则完全可行。faviconx.com

X / Twitter

51
petergyang
petergyang @petergyang
I'm really excited to share these upcoming episodes for my podcast soon.

One small ask: My birthday is on Thursday, July 9, and it would be amazing to finally hit 100K YouTube subscribers by then.

I’m at 98.5K now, so pretty close :)

📌 If you’re looking forward to these episodes, consider subscribing here: https://www.youtube.com/@PeterYangYT?sub_confirmation=1&utm_source=newsletter-header

I appreciate your support!
petergyang
petergyang @petergyang
Damn they better have some armored vehicles to escort these English players out of the stadium 😅
garrytan
garrytan @garrytan
Retweeted
Jared Friedman Jared Friedman
Fable is so insanely good. Deserves the hype.
garrytan
garrytan @garrytan
Retweeted
MissionLoco MissionLoco
This Chronicle piece is absurd, claiming tech chased out artists, which is a lie. Art scenes have life cycles. Ours started in the 50’s & raged well into the 80’s. There are a multitude of factors involved, and lots of examples. Black Mountain College, the East Village, etc. 🙄
ylecun
ylecun @ylecun
Retweeted
Saining Xie Saining Xie
see you at ICML in Seoul and the AMI × SBVA mixer on thursday evening! looking forward to meeting everyone :)
https://luma.com/rv0q6b5q
garrytan
garrytan @garrytan
Retweeted
Frank Smith Frank Smith
9 out of 12 industrialized countries who tried a wealth tax ended up repealing it, per the NYT. That includes France, the country the proponents of the California wealth tax come from.
The reason is quite simple. Billionaires just move to a different state or country and all that remains is a hollowed out tax base. This appears to have already at least in part happened in California.
What more proof do you need? This is a catastrophic tax for the state of California. Whether you are a conservative pr a liberal, you should reject it. Plain and simple.
petergyang
petergyang @petergyang
What a game wow what a game
garrytan
garrytan @garrytan
Retweeted
BORED BORED
I feel this. America, and especially dense cities, have descended way too far into being low trust societies.
People are being unethical because they see so many others being unethical. And it’s slowly poisoning our country.
Time to start emulating Japan and blatantly calling out the people who disrespect their home.
Palmer Luckey: We need a bit more shame.
People used to avoid certain self-interested behaviors to avoid shame, private and public. Law and customs assumed this.
Now, 38% of Stanford students claim to be disabled. 40% of young women (under 35) claim mental illness, and SSI disability
ylecun
ylecun @ylecun
Retweeted
Rohan Paul Rohan Paul
During a Bloomberg interview, Yann LeCun (@ylecun ) explains why LLMs are limited in terms of real-world intelligence during a Bloomberg interview.
"Language is a very approximate, reduced, quantized, and simplified description of the world, and LLMs can only deal with discrete sequences of symbols. The world is much more complicated than language.
The biggest LLMs are pre-trained on the totality of all the publicly available text on the internet. That’s about 20 trillion words, or 30 trillion tokens.
A token is about 3 bytes. So total 10¹⁴ bytes of text.
This is the amount of data a four-year-old has seen through vision during four years. Now, the text, though, would take 400,000 years to read?
So, there is enormously more data from sensory input, like vision, touch, and everything else, than there could ever be through language."
A child does not need 400,000 years of reading to understand cups, doors, balance, faces, falls, or heat, because the body is already collecting dense feedback from vision, touch, motion, and consequence.
Text strips most of that away.
It turns a living scene into symbols, then asks the model to infer the missing world from traces left by people describing it.
That is why an LLM can sound fluent about physics and still have no native sense of how fragile glass feels in a hand.
Moravec’s paradox names this reversal: the things humans find intellectual can be easier for machines than the things toddlers do without applause.
The hard part is not producing an answer, but building a model of the world that survives contact with weight, friction, surprise, and failure.
----
Link to the full video on Bloomberg's site. Link in comment.
Rohan Paul: "100 million words context window is already possible, which is roughly what a human hears in a lifetime. Inference support is the only bottleneck to achieve it.
And AI Models actually do learn during the context window, without changing the weights."
~ Anthropic CEO Dario
swyx
swyx @swyx
Retweeted
Sean Smith Sean Smith
http://x.com/i/article/2073093772817453056
amasad
amasad @amasad
Hardly a day goes by without new levels of evil dropping from this one country.

Parody Jeff: THIS IS SATANIC ✡️🇮🇱

An Israeli soldier throws a stun grenade into a car carrying a Palestinian family, trapping them inside to absorb the blast.

Reports confirm one of the children inside is now permanently blinded for life.

garrytan
garrytan @garrytan
Retweeted
brryant brryant
Garry Tan: The founder in their 40s with taste and discernment is the new gentleman unicorn founder
Because there can be 100x to 1000x of them working at their beck and call via agents and software factories all the time
ylecun
ylecun @ylecun
Retweeted
Krzysztof Geras Krzysztof Geras
What if a routine breast cancer H&E slide could help answer a hard question: how likely is this cancer to come back? Our @NatureComms paper introduces a multimodal AI test for recurrence risk across invasive breast cancer subtypes.
https://www.nature.com/articles/s41467-026-73088-y
1/
garrytan
garrytan @garrytan
Retweeted
Jelani Nelson Jelani Nelson
In today’s New York Times, the full Editorial Board writes removing the SAT “has damaged the [UC] mission of fostering social mobility and training the next generation of scholars. Some of the world’s greatest research institutions must increasingly focus on remediation.”
amasad
amasad @amasad
Retweeted
Andrew Blumson Andrew Blumson
Re @Replit showcase website - under an hour - $12.90
Prompt costs:-
.11
3.10
1.99
.75
.42
1.99
.38
.03
.40
1.87
.38
1.48
Happy to share the prompts so any new users to @Replit can see what can be built in under an hour for the price of a beer 🚀
#WebDev #AI #Replit #AdeviousAI
petergyang
petergyang @petergyang
"People assume prototyping requires writing code, but Image Gen is simply much faster."

Rohan (Codex PM) showed me exactly how he does it:

"I took a screenshot of the Codex composer where you can type in a new message.

Then I asked Codex to use Image Gen to prototype 4-5 ideas to improve project selection.

I can then ask it to take the first image and make a prototype of it on a Codex site.

We usually think of Image Gen as useful for things like turning my hair blue. But it can create amazing digital mocks too."

📌 Full episode: https://youtu.be/fAdFE7y6K2o
petergyang
petergyang @petergyang
Retweeted
Peter Yang Peter Yang
"People assume prototyping requires writing code, but Image Gen is simply much faster."
Rohan (Codex PM) showed me exactly how he does it:
"I took a screenshot of the Codex composer where you can type in a new message.
Then I asked Codex to use Image Gen to prototype 4-5 ideas to improve project selection.
I can then ask it to take the first image and make a prototype of it on a Codex site.
We usually think of Image Gen as useful for things like turning my hair blue. But it can create amazing digital mocks too."
📌 Full episode: https://youtu.be/fAdFE7y6K2o
amasad
amasad @amasad
Retweeted
Brandon Middleton Brandon Middleton
Re @coursera 🤝🏾 @Replit
We're launching these to take your productivity to the next level:
1/ Building Your First App with Replit
- https://www.coursera.org/learn/building-your-first-app-with-replit
2/ Prototype to Product with Replit Pro
- https://www.coursera.org/learn/from-prototype-to-product-with-replit-pro
We can't wait to see what you'll BUILD!!!
ylecun
ylecun @ylecun
Tired of winning

Steve Rattner: Labor force participation has fallen to 61.5% — the lowest since 2021, erasing the entire post-pandemic recovery.

Since Trump's inauguration, over a million people have left the job market — which explains part of the reason the unemployment rate dropped last month.

ylecun
ylecun @ylecun
Retweeted
Steve Rattner Steve Rattner
Since President Trump's re-election, the vast majority of job growth has been in health care and education.
Despite promises to re-shore industry through tariffs, over 100,000 manufacturing jobs have been lost.
ylecun
ylecun @ylecun
Retweeted
clem 🤗 clem 🤗
From a few hundred thousand to 100M AI builders in 2028? AI will create tons of jobs if we make it distributed instead of monopolized by a few companies!
Observer: "A few years ago, there were a few hundred thousand A.I. builders on Hugging Face. Now there are 15 million."
@huggingface CEO and Observer A.I. Power Honoree @ClementDelangue on the labor shift he thinks everyone's underestimating: not job loss, but a population explosion of
petergyang
petergyang @petergyang
Gaming is such as tough space.

This paragraph jumped out for me:

"We will reduce management layers to no more than 5, and where possible, 3. We will deliver success through a flatter organization that is built around makers (individual contributors focused on building), player-coaches (leaders who remain deeply involved in the work while developing their teams), and directly responsible individuals (DRIs) who own key decisions and outcomes."

ASHA: This is an important email I sent today to all employees at XBOX:

Team,

We are beginning the most significant restructure in XBOX history. After careful consideration, I've made the difficult decision to reduce our team by approximately 3,200 throughout FY27. This will include
garrytan
garrytan @garrytan
Retweeted
Arush Jain Arush Jain
Great post but having worked at the world’s largest tech PE firm @thomabravo before starting @ModusAudit, PE will never get AI right. Thread on why:
Varick Agents: http://x.com/i/article/2073106063738712064
garrytan
garrytan @garrytan
Retweeted
eve eve
you can change someone’s life by simply believing in them more than they believe in themselves
swyx
swyx @swyx
Retweeted
Thariq Thariq
my keynote at AI Engineer World Fair: “A Field Guide to Fable” is live on YouTube!
https://youtu.be/9fubhllmsBU?is=ejZTRy8t85FIbSGQ
petergyang
petergyang @petergyang
“Developers even haven’t fully warmed up to the level of ambition you can have with Codex."

From Rohan (Codex PM):

"If you go into any large enterprise, maybe the top 5-10% percent most AI-pilled frontier engineers are maximally leveraging Codex. But then there’s a long tail of people that are still pair programming and doing less delegation.

Engineers have seen AI incrementally expand its capabilities over the last three years. But if you look to a non-developer, it’s kind of been just ChatGPT this whole time.

The type of things they’re asking ChatGPT are very different than what you can actually delegate to Codex.

Almost everything you need to do professionally should almost always just immediately have Codex start doing it.”

📌 Full episode: https://youtu.be/fAdFE7y6K2o


Peter Yang: "You cannot walk from point A to B inside OpenAI without hearing Codex get mentioned."

Here's my new episode with @TheRohanVarma (Codex PM) on how he uses Codex as his everything app to:

→ Prototype designs with Image Gen
→ Turn repeated work into automations
→ Turn project

petergyang
petergyang @petergyang
Retweeted
Peter Yang Peter Yang
“Developers even haven’t fully warmed up to the level of ambition you can have with Codex."
From Rohan (Codex PM):
"If you go into any large enterprise, maybe the top 5-10% percent most AI-pilled frontier engineers are maximally leveraging Codex. But then there’s a long tail of people that are still pair programming and doing less delegation.
Engineers have seen AI incrementally expand its capabilities over the last three years. But if you look to a non-developer, it’s kind of been just ChatGPT this whole time.
The type of things they’re asking ChatGPT are very different than what you can actually delegate to Codex.
Almost everything you need to do professionally should almost always just immediately have Codex start doing it.”
📌 Full episode: https://youtu.be/fAdFE7y6K2o
Peter Yang: "You cannot walk from point A to B inside OpenAI without hearing Codex get mentioned."
Here's my new episode with @TheRohanVarma (Codex PM) on how he uses Codex as his everything app to:
→ Prototype designs with Image Gen
→ Turn repeated work into automations
→ Turn project
mattshumer_
mattshumer_ @mattshumer_
Retweeted
Josh Josh
Fable 5 shows models are insanely good at decoding shorthand.
me: "ittiaa real product here for m rn. lsaeawl"
Fable 5: "I think there is actually a real product here for mobile right now. Let's ship an early access waitlist."
I'm building an app. Early access in the replies.
Josh: Fable 5 is insanely good at decoding the first letter of each word and guessing what I'm trying to say
me: "iattfloewitsaiwytgwiw"
Fable 5: "I am typing the first letter of every word in this sentence and I want you to guess what I wrote"
ylecun
ylecun @ylecun
Retweeted
Yann LeCun Yann LeCun
Re @ZhugeEX The *median* wealth of a French is almost *twice* the median wealth of an American.
So much for the "Europoor" meme.
The *average* American wealth is high because a tiny number of Americans are absurdly rich. But most Americans get screwed.
garrytan
garrytan @garrytan
Retweeted
Garry's List Garry's List
Oakland recorded 1,100 encampment fires last year, averaging 3 a day. Los Angeles averages 46 a day.
California is sacrificing working class neighborhoods to cater to reckless illegal encampments.
Seneca Scott: At least a couple times a week (like right now), I have to shut all my windows in Oakland because an RV or other vehicle is on fire—sometimes even a building.
It's almost always connected to homeless encampments. These fires are extremely toxic, yet I have yet to hear a single
drfeifei
drfeifei @drfeifei
Retweeted
Dwarkesh Patel Dwarkesh Patel
Really looking forward to asking @drfeifei some questions in person. Only a couple spots left!
Michael Grinich: Few people have shaped the trajectory of AI more than @drfeifei, from foundational research to building at the frontier with @theworldlabs.
On July 22, @dwarkesh_sp will host an off-the-record conversation on what's next.
Space is limited. RSVP below👇
petergyang
petergyang @petergyang
Retweeted
Kevin Naughton Jr. Kevin Naughton Jr.
peter is awesome check out his channel and help him hit 100k!
Peter Yang: I'm really excited to share these upcoming episodes for my podcast soon.
One small ask: My birthday is on Thursday, July 9, and it would be amazing to finally hit 100K YouTube subscribers by then.
I’m at 98.5K now, so pretty close :)
📌 If you’re looking forward to these
garrytan
garrytan @garrytan
Retweeted
T Wolf 🌁 T Wolf 🌁
San Francisco leftists are famous for generating scandals where there are none to tank their opponents. Remember what they did to Shahid Buttar. 🤷‍♂️
bettersoma: Fishy. I’ve come to understand the swine @BrandonHarami is involved. These people play dirty politics they cheat lie and steal too.
petergyang
petergyang @petergyang
Fable 5 will leave Claude subscriptions tomorrow at midnight. Here are 5 use cases worth trying before then, with prompts you can copy and paste:

1) FIND FABLE-WORTHY WORK
You're Fable 5, the most capable model available. Look through my projects, docs, and your memory, and list the top 5 tasks genuinely worth running on you. Rank them with a one-line reason each. Don't do the work yet.

2) GET LIFE & BUSINESS ADVICE
You're my business advisor. Read my plan doc and pull live data from my connected tools. Write a one-page assessment of my business and the top 3 things to focus on for the next 3 months, plus what to drop and why.

3) MAKE YOUR PROJECT SHIP-READY
I'm about to ship this project. Find everything wrong with it first. Read the whole codebase and hunt for real bugs, broken edge cases, and anything that'll break in front of a user. List each issue with how to reproduce it and the fix. Hold a high bar.

4) PLAN THE NEXT BIG THING
I want to plan a big project: [describe it]. Don't build yet. Lay out the full plan: phases, key decisions, risks, and open questions. Flag anything that could sink it, and make it clear enough that a cheaper model could execute step by step.

5) REFACTOR YOUR AI SKILLS
Refactor my AI skill system. Read all my skills, map where they overlap or conflict, then clean them up: tighten workflows, cut bloat, and standardize structure. Keep each skill working and check in at major milestones.

📌 Watch my tutorial for a live demo of all 5 use cases: https://youtu.be/5CBnWGP5vIs

Peter Yang: Claude Fable 5 is finally back, but you only have until July 7 to use it on your Claude subscription.

I made a new tutorial walking through 5 use cases worth trying Fable on:

→ Find Fable-worthy work
→ Get life and business advice
→ Make projects ship-ready
→ Plan the next
petergyang
petergyang @petergyang
Retweeted
Peter Yang Peter Yang
Fable 5 will leave Claude subscriptions tomorrow at midnight. Here are 5 use cases worth trying before then, with prompts you can copy and paste:
1) FIND FABLE-WORTHY WORK
You're Fable 5, the most capable model available. Look through my projects, docs, and your memory, and list the top 5 tasks genuinely worth running on you. Rank them with a one-line reason each. Don't do the work yet.
2) GET LIFE & BUSINESS ADVICE
You're my business advisor. Read my plan doc and pull live data from my connected tools. Write a one-page assessment of my business and the top 3 things to focus on for the next 3 months, plus what to drop and why.
3) MAKE YOUR PROJECT SHIP-READY
I'm about to ship this project. Find everything wrong with it first. Read the whole codebase and hunt for real bugs, broken edge cases, and anything that'll break in front of a user. List each issue with how to reproduce it and the fix. Hold a high bar.
4) PLAN THE NEXT BIG THING
I want to plan a big project: [describe it]. Don't build yet. Lay out the full plan: phases, key decisions, risks, and open questions. Flag anything that could sink it, and make it clear enough that a cheaper model could execute step by step.
5) REFACTOR YOUR AI SKILLS
Refactor my AI skill system. Read all my skills, map where they overlap or conflict, then clean them up: tighten workflows, cut bloat, and standardize structure. Keep each skill working and check in at major milestones.
📌 Watch my tutorial for a live demo of all 5 use cases: https://youtu.be/5CBnWGP5vIs
Peter Yang: Claude Fable 5 is finally back, but you only have until July 7 to use it on your Claude subscription.
I made a new tutorial walking through 5 use cases worth trying Fable on:
→ Find Fable-worthy work
→ Get life and business advice
→ Make projects ship-ready
→ Plan the next
garrytan
garrytan @garrytan
Retweeted
Paul Graham Paul Graham
Imagine what it will be like if 5 years from now models have improved on Fable as much as Fable has improved on GPT3.
Jared Friedman: Fable is so insanely good. Deserves the hype.
swyx
swyx @swyx
Retweeted
Carter Rabasa Carter Rabasa
http://x.com/i/article/2074146239483195392
garrytan
garrytan @garrytan
Retweeted
💥Susan Dyer Reynolds🗞️ 💥Susan Dyer Reynolds🗞️
Read the gift link to the @alyce_mcf Chronicle article and ask yourself why @FitzTheReporter didn’t bother to do this level of research and get details like the fact Milk member DSA Brad tried to get Manny on a phone tap and wearing a wire SIX YEARS later and just after Manny announced his candidacy against McCoy — Brad’s endorsed candidate and former Milk president. Why didn’t @sfstandard search social media to obtain messages like this one telling Manny how cute he is AFTER the alleged incident?
💥Susan Dyer Reynolds🗞️: Here is a 🎁 link that brings clarity to the Milk/DSA 6-year-old assault accusations against Manny. In April 2026 Brad did a tapped call with a cop. Nothing. Manny agreed to meet him in person. Brad wore a wire. Nothing. SFPD moved case to inactive. https://www.sfchronicle.com/sf/article/manny-yekutiel-supervisor-assault-allegations-22331044.php?utm_source=marketing&utm_medium=copy-url-link&utm_campaign=article-share&hash=aHR0cHM6Ly93d3cuc2ZjaHJvbmljbGUuY29tL3NmL2FydGljbGUvbWFubnkteWVrdXRpZWwtc3VwZXJ2aXNvci1hc3NhdWx0LWFsbGVnYXRpb25zLTIyMzMxMDQ0LnBocA%3D%3D&time=MTc4MzM2NjIyNTg3Mw%3D%3D&rid=ZDczM2NhODgtODI4OS00NGI1LWJhYmEtZGIwODkzM2EwNjY3&sharecount=Ng%3D%3D
garrytan
garrytan @garrytan
Retweeted
💥Susan Dyer Reynolds🗞️ 💥Susan Dyer Reynolds🗞️
So @FitzTheReporter did you not find these messages from Brad to Manny that happened after the alleged assault?
On Aug. 13, 2020, on Facebook Messenger, Chapin wrote to Yekutiel “Cute mask!” in response to a Facebook story post by Yekutiel. Stories are short posts — often photos or videos — that disappear after a day. Yekutiel said he had posted a photo of himself in a mask. Nine days later, on Aug. 22, Yekutiel responded “Thanks!”
Then, on Aug. 24, Chapin replied to another story with 15 pink double heart emojis and a message that read, “You two are way too cute!” Yekutiel said he had posted a video that day of him walking down Valencia Street with a friend.
💥Susan Dyer Reynolds🗞️: Read the gift link to the @alyce_mcf Chronicle article and ask yourself why @FitzTheReporter didn’t bother to do this level of research and get details like the fact Milk member DSA Brad tried to get Manny on a phone tap and wearing a wire SIX YEARS later and just after Manny
rauchg
rauchg @rauchg
The ultimate test for coding AI: is software as a whole getting better? Are companies shipping faster? Do you now have apps and games you couldn't even dream of before? Is the software you're getting bug-free?

For me: my own ability to influence my productivity has radically increased. I feel a level of agency and autonomy I never had before. I'm free to create and execute. I can communicate a vision with my colleagues instantly. Personal software is real and a big win, I have a bunch of web tools and macOS apps I wrote just for myself.

For Vercel: it's been amazing to see our CTO @cramforce bring novel software to life with swaths of agents. Genuinely useful software that's having an impact industry-wide emerged nearly autonomously (http://chat-sdk.dev, http://just-bash.dev, http://deepsec.sh). That's just an example. Our PM team ships software and fixes bugs. Our junior engineers and interns ship quality software at scale. On a personal note, AI at my fingertips, as CLI or v0, allows me to keep up with all the product updates. I can build demos, apps and benchmarks on top of @vercel as new products go out.

But the ultimate jury is that people should love our products, expand their usage, refer their friends and colleagues to the platform. So far that tracks well, and it's the main metric I watch (and obviously we take token costs seriously, just like any other infrastructure spend… there isn't and has never been a proclamation to "tokenmaxxx").
garrytan
garrytan @garrytan
Retweeted
Alfred Lin Alfred Lin
Well put. If you're in college, join the [robotics, developers, etc] lab or club that actually builds and ships, not the entrepreneurship club.
Paul Graham: If you want to start a startup, don't learn "entrepreneurship." Learn how to build things. The hard part of startups is not "entrepreneurship" but product: to know what to build, and to be able to build it.
ylecun
ylecun @ylecun
RT @sapinker: The data are in: Populism makes countries worse off. "... a country being ruled by a populist is associated with a 10% lower…
ylecun
ylecun @ylecun
Retweeted
McGovern Institute McGovern Institute
McGovern neuroscientists have discovered that you don't need language to think logically. People with severe language impairments solve complex reasoning puzzles perfectly and brain scans show language areas remain silent during logical reasoning.
https://mcgovern.mit.edu/2026/07/06/separating-logic-and-language/
claudeai
claudeai @claudeai
We've put together a short history of how Claude Code came to be, told by the people who built it and the early users who helped make it what it is today.

https://www.anthropic.com/features/making-of-claude-code
ID_AA_Carmack
ID_AA_Carmack @ID_AA_Carmack
Memory cost and capacity are significant issues for AI accelerators.

Unlike game rendering, model inference can have a deterministic memory access pattern. You don’t need “random access memory” at all for model weights, and you could tolerate cold-start latencies in the multiple milliseconds, as long as continuous reads were delivered at the necessary bandwidth.

NAND flash is over 100 times cheaper per GB than HBM, so there should be opportunity there, even after giving a flash controller a 1024 bit interface with HBM bandwidth.

You could make a specialized pin protocol that just supported pipelined transfer of full 16KB+ pages from the flash to program-managed accelerator scratchpad memory and improve per-pin performance over HBM, but it might be more convenient to make it still look like a true random access memory with very fragile performance characteristics, where anything but sequential reads falls off a 1000x+ performance cliff.

That has the advantage of automatically using existing cache hierarchies, and providing a natural path to update the flash memory with new model weights. With the stream-to-scratch interface, code has to be completely rewritten before it works at all, while the ram-emulation interface will start off just extremely slow, and you can incrementally sort out the changes for full performance.

There may be cases where there isn’t enough scratchpad SRAM to hold the weights for a layer, which might force you to deploy the old optical drive optimization technique of duplicating data in multiple places on a sequential read to avoid seeking, but there would be capacity to burn.

It might be possible to do something like cuda graph capture to record a memory access trace and have everything magically remapped to a linear sequence, but deploying programmer / agent elbow grease to manage transfers and access in a scratch ram ring buffer would be lower risk.

A split memory system consisting of some channels of flash and some channels of HBM will probably be suboptimal compared to a uniform memory, but it could be much cheaper, and allow much larger models to be run.

I think th case is strong for inference, but you have to stretch more for training. You can still linearize all the weight memory accesses, both reads and writes, but flash memory would quickly wear out from the writes, even if they were all perfectly page aligned. Replacing low-latency HBM with massively parallel cheap(er) DRAM at high latency might still be a worthwhile cost savings.
amasad
amasad @amasad
Many are asking how Replit is improving so rapidly—we closed the loop and the agent is self-improving.

Technical details here:

Michele Catasta: http://x.com/i/article/2070187317080584195
garrytan
garrytan @garrytan
Retweeted
Ankit Gupta Ankit Gupta
All of the YC partners are former founders and several started their companies after extensive work experience first. Others started after college, a few dropped out, and one skipped college altogether.
a benefit of us having done the thing before is we tend to have fewer easily falsifiable beliefs about what it means to be a founder
Xiaoyin Qu: It's funny. 6 months ago VCs told me 30 is too old and they prefer high school dropouts with no baggage...
amasad
amasad @amasad
Retweeted
Coframe Coframe
We drove 410% conversion lift on @Replit's enterprise funnel, 2x-ing the number of demo requests. All in a matter of months.
"Coframe makes you feel like you have a team of 100 people. There's nothing on the market like it."
⧉ x ⠕
amasad
amasad @amasad
Retweeted
TBPN TBPN
Replit Head of AI @pirroh says soon we'll see people using far fewer apps because they'll have replaced them with agents:
"The reason is, we built UIs, computers in this way in the last decade because the only way we had to interact with them was through the keyboard and mouse, which are error-prone."
"But the way you work is, you talk to your colleagues. You discuss, decide what to do. You express in natural language your intent, and then you either delegate or get the job done yourself."
"But, guess what? Agents do exactly that. The more autonomous we make them, the more capable we make them, the more they're going to be able to complete tasks end-to-end."
amasad
amasad @amasad
Atlanta-based real estate company saved $100k by replacing Salesforce with their Replit-built CRM.
garrytan
garrytan @garrytan
Oakland will continue to be a case study in virtue signal policies by ideologies that don’t work

The city will continue to crumble until the common sense and business forces unite to vote smarter

Garry's List: Oakland saw a massive wave of small business closures the end of 2025, with owners citing the "increasingly impossible math" of staying open in the Bay Area.

Now the city is considering nearly doubling the minimum wage to $30/hr, making the math even harder.

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