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AI Builders 日报 — 7月12日

追踪 AI 领域真正在做事的人,而不是空谈者。

今日思考

swyx 提出了一个容易被忽视的视角:Jevons 悖论在 AI 时代的变体。当 AI 提升知识工作效率、降低单位成本时,市场对知识工作的总量需求反而上升,而不是下降——软件行业已经验证了这一点。Sam Altman 同天也说"AI 迄今为止是净就业创造者",和 swyx 的分析形成印证。这个逻辑正在从软件工程扩散到所有知识工作领域。理解这一点,才能理解为什么 AI 编程工具赛道这么热,以及为什么它不会很快冷却。


产品与发布

OpenAI 创始人发起 5.6 SOL 开发者挑战

Sam Altman 在 X 上公开征集:任何人用 5.6 sol(约 7 美元)做出来的最酷的东西,他会送出 OpenAI 档案馆的一份特别礼物。这是一个低门槛的创意比赛信号,也是 Altman 持续鼓励 onchain/native AI 开发的明确表态。faviconx.com


观点与判断

Amjad Masad (Replit 创始人兼 CEO)

  • Vibe Research:Qwen-8b 微调下棋,普通人也能做 ML 在 Replit 微调 Qwen-8b 模型下国际象棋,同时跑 3 个并行实验分支。他说:"模型的 ML 能力已经强到,有好的直觉但从未做过 ML 的人,也能做出有意思的机器学习工作。"这是一个关于 AI 民主化进入深水区的实证。faviconx.com

Guillermo Rauch (Vercel 创始人)

  • 模型只是机器的一个齿轮,不要外包你的大脑 他给出自己的 AI 基础设施选择:AI SDK 对接开放模型 API,Eve.dev 对接开放 Agent API,AI Gateway 处理推理。这是一个明确的立场——初创企业和企业必须拥有自己的数据、评估体系、模型选择和软件层,而不是把大脑外包给封闭平台。faviconx.com

Peter Yang (Builder 播客主持)

  • Claude Design 的"上下文耗尽"提示会抑制探索欲望 他注意到 Claude Design 频繁弹出上下文管理警告,而他的直觉是:产品应该自动处理好这件事,不需要让用户来操心。设计是高度迭代和探索的过程,这类提示会让人不愿意尝试多种方案。faviconx.com

  • Jared:键盘鼠标已过时,未来只需要一个按钮 + 语音输入 Cognition 的 Builder in Residence Jared Z 做出了一个激进预测:未来我们只需要一张木桌、一个按钮和 Wispr Flow 语音输入,键盘鼠标是过时的遗物。这指向 AI 交互范式正在从图形界面彻底转向自然语言/语音。faviconx.com

  • 什么是"看起来像 AI 写的"的典型例子? Peter 公开发问:有没有一个被广泛传播的 X 长文或帖子,仔细看其实是 AI 写的满篇废话?他没有给出答案,但这个问题本身就是一个值得关注的信号——AI 生成内容已经足够以假乱真,且已经到了需要系统性识别的阶段。faviconx.com

swyx (AI Engineer)

  • Jevons 悖论在 AI 时代的变体:AI 让知识工作更高效,总需求反而上升 他指出:如果只从"AI 编程"角度理解 Jevons 悖论,就低估了它的真实范围——当同时满足"人类能驾驭编程代理"和"编程代理突破边界扩散到所有知识工作"两个条件时,效率提升带来的不是岗位减少,而是总工作量和对更好知识的需求增加。Sam Altman 同天说"AI 迄今是净就业创造者",两者形成强力共振。faviconx.com

  • Introspection 与 Backpropagation:两种推理范式的根本差异 他用简洁的类比说:没有优势预期就去多次 rollout 就像 Einstein 说的那种精神错乱——这段话是对近期推理模型"多 rollout 取最优"路线的一次隐晦批评,指向内省/反思式推理才是正确方向。faviconx.com

X / Twitter

27
ylecun
ylecun @ylecun
Retweeted
Kevin Patrick Murphy Kevin Patrick Murphy
"The role of raw power in intelligence", Hans Moravec, 1976 (!).
"The first section discusses natural intelligence, and notes two major branches of the animal kingdom in which it evolved independently, and several offshoots. The suggestion is that intelligence need not be so difficult to construct as is sometimes assumed.
The second part compares the information processing ability of present computers with intelligent nervous systems, and finds a factor of one million difference. This abyss is interpreted as a major distorting influence in current work, and a reason for disappointing progress.
Section three examines the development of electronics, and concludes the state of the art can provide more power than is now available, and that the gap could be closed in a decade."
https://stacks.stanford.edu/file/druid:ws563sd6050/ws563sd6050.pdf
garrytan
garrytan @garrytan
Retweeted
Daniel Friedman Daniel Friedman
Stuy is New York’s most prestigious high school because it admits the highest-performing students as determined entirely by scores on an objective, unbiased test.
Seats at Stuy are not allocated by race. They are not given out through a subjective process that can be influenced by politics or favoritism or money.
The kids who got in did the best, and the kids who did not do the best cannot get in, no matter how much rich parents or woke politicians want to corrupt the fair and objective admissions competition.
People like Lincoln Restler think Stuy is prestigious for reasons other than the fact that it has a rigorous objective admissions standard. He thinks the prestige these kids earned through their excellence can be redistributed to the students who are not the best that he would prefer to pretend are the best.
But these students are not prestigious because they go to Stuy; Stuy is prestigious because these students go there. And if different students — inferior students— went there, then Stuy would no longer be the school that is a magnet for the smartest kids in New York and its prestige and reputation would dissipate rapidly, just like the University of California system’s has.
Or maybe Restler knows this, and he just wants to destroy Stuy, because he wants to prevent these students’ talent from being measured and identified, so they can be scattered into low-performing schools where they will languish instead of having their talent cultivated.
Regardless, his ideology of racial grievance and destruction is a monstrous evil masquerading as “social justice,” and it will not be tolerated.
Lincoln Restler: 1 in 5 NYC public school students are Black, but at Stuy - our most prestigious high school - 3 of ~800 incoming Freshmen are Black.
We urgently need state legislation to modify the admissions process. A single test should never be only factor deciding who gets in & who doesn’t.
petergyang
petergyang @petergyang
Go Argentina!! 🇦🇷
petergyang
petergyang @petergyang
These English announcers are so boring wish I understood Spanish
garrytan
garrytan @garrytan
Retweeted
conor brennan-burke conor brennan-burke
someone made up a story about a yc partner selling batch spots. it was quickly debunked, but it got me thinking about what this place has meant to us, and why it upsets me to see people tear it down
@maebert and i went through the batch last fall. they bet on us before there was much evidence to go on, then taught us the unglamorous stuff, like how to talk to customers and how to sell. yc has always worked this way. take unproven people, often without the right schools or resumes, and make them legible to investors
worth remembering what seed investing looked like before yc existed. convertible notes sitting as debt on your balance sheet. heavy dilution. technical founders getting swapped out for professional ceos. yc invented the SAFE and dragged the whole ecosystem toward founders, including the founders who never got in. standard capital is doing the same thing to the series a now, and that lineage runs straight back to yc
from the outside it looks like an institution. once you’re inside you find it’s just a group of former founders who work absurdly hard on something they could have retired from years ago. they remember what the other side of the table feels like, and it shows
we wouldn’t be where we are without them. grateful they exist
petergyang
petergyang @petergyang
They’re playing so badly even up one man
petergyang
petergyang @petergyang
The score is 3 vs 1 but imo this was a very mixed performance from Argentina.

Not sure how they’ll do against England.
rauchg
rauchg @rauchg
Easy money (Swiss francs)
swyx
swyx @swyx
if you only learned about jevons paradox primarily wrt software demand in the age of agentic engineering, you may not have fully internalized jevons parodox’s impact under the conditions of:

- humans who can wield coding agents well*
- coding agents breaking containment to all other knowledge work

as the efficiency of labor goes up/unit cost of knowledge work goes broadly down, the demand for total work and better knowledge goes up, not down.

what happened to coding isnt the exception; it’s the herald.

*aka AI Engineers


Sam Altman: so far at least, i'm pretty sure AI has been net job-creating.

this was not what i expected--although i was much less pessimistic than others, i thought by this level of capability we'd have seen some impact.

it is possible this direction keeps going!
amasad
amasad @amasad
Vibe Research

Fine-tuning a Qwen-8b model to play chess on Replit. Running 3 parallel branches with different experiments and making real progress.

It's amazing how far models have come in their ability to do ML (they used to be really bad at it). So now someone with good intuition to guide the process could do interesting ML work, even if they have never done it before.
petergyang
petergyang @petergyang
Retweeted
Peter Yang Peter Yang
"If you want to build great agents, you have to let the model cook."
Here’s my new episode with @imjaredz (Builder in Residence at @cognition), where he shared what he learned from watching the best engineers build with AI agents, including:
→ Why fewer rules make agents work better
→ How to get agents to check their own work
→ Live demo: Build one agent to manage an agent team
Some quotes from Jared:
“Our goal is not for you to token max. Our goal is for you to ROI max.”
“The trick is to break up the work to keep the context window small for each sub-agent.”
“More Devin sessions now start from other Devins than directly from humans.”
📌 Watch now: https://youtu.be/0YeeJHYy-Vc
Thanks to our sponsors:
@RiversidedotFM: All-in-one AI studio for podcasts and video https://creators.riverside.com/PeterYang
@WisprFlow: 4x faster than typing with your voice https://ref.wisprflow.ai/peteryang
swyx
swyx @swyx
btw the difference is introspection/backpropagation

as einstein famously said, the definition of insanity is doing multiple rollouts with no expectation of advantage


blue: does anyone have any useful sentences that will change my life immediately upon being read?
petergyang
petergyang @petergyang
I keep seeing this in Claude Design and while I get it shouldn't the product just become better at managing context automatically?

I'm not a designer but design is a very iterative and explorative process.

Seeing messages like this makes me not want to explore variations, etc.
petergyang
petergyang @petergyang
Thank you Claude :) Just extend it permanently yeah?

Claude: We're extending Claude Fable 5 access on all paid plans, as well as keeping Claude Code’s weekly rate limits 50% higher, through July 19.
amasad
amasad @amasad
Fun to see Replit's computer use model play against my new chess engine


Amjad Masad: Vibe Research

Fine-tuning a Qwen-8b model to play chess on Replit. Running 3 parallel branches with different experiments and making real progress.

It's amazing how far models have come in their ability to do ML (they used to be really bad at it). So now someone with good

rauchg
rauchg @rauchg
Make the model a cog in a machine you own.

◾ AI SDK → open model API
◾ http://Eve.dev → open Agent API
◾ AI Gateway → open ZDR inference

Startups and enterprises must own their data, evals, model choices, software layer. Don't outsource your brain.

Satya Nadella: http://x.com/i/article/2076319195718090753
petergyang
petergyang @petergyang
What is an example of a popular piece of writing (maybe an X article or long twee?) that upon a closer look was written with AI and full of slop?
petergyang
petergyang @petergyang
"The mouse and keyboard are antiquated."

@imjaredz (Builder in Residence at Cognition) on his most radical prediction:

"I think we're going to return to a world where we just have a wooden desk without a keyboard or mouse.

I just want a button and a Wispr Flow [for voice dictation]. I think that's all we need."

📌 Watch the full episode: https://youtu.be/0YeeJHYy-Vc


Peter Yang: "If you want to build great agents, you have to let the model cook."

Here’s my new episode with @imjaredz (Builder in Residence at @cognition), where he shared what he learned from watching the best engineers build with AI agents, including:

→ Why fewer rules make agents work

petergyang
petergyang @petergyang
Retweeted
Peter Yang Peter Yang
"The mouse and keyboard are antiquated."
@imjaredz (Builder in Residence at Cognition) on his most radical prediction:
"I think we're going to return to a world where we just have a wooden desk without a keyboard or mouse.
I just want a button and a Wispr Flow [for voice dictation]. I think that's all we need."
📌 Watch the full episode: https://youtu.be/0YeeJHYy-Vc
Peter Yang: "If you want to build great agents, you have to let the model cook."
Here’s my new episode with @imjaredz (Builder in Residence at @cognition), where he shared what he learned from watching the best engineers build with AI agents, including:
→ Why fewer rules make agents work
garrytan
garrytan @garrytan
Retweeted
conor brennan-burke conor brennan-burke
if you raised on a SAFE, didn’t give up a board seat at seed, launched on hacker news, or took advice from a pg essay, you benefited from yc
people forget what venture looked like before them. convertible debt, heavy dilution, founders swapped out for professional ceos. yc dragged the whole ecosystem toward founders, and standard capital is now doing the same to the series a. that lineage runs straight back to yc
yc rejected us multiple times. i still raised on a SAFE and learned from their videos the whole time
people dunk on yc for clout but every single seed founder is raising on rails they built, yc founder or not
sama
sama @sama
i'd love to see interesting things people have built with 5.6 sol.

i will send the person who made the coolest thing a special gift from the openai archives.
garrytan
garrytan @garrytan
Retweeted
Rohan Paul Rohan Paul
Jevons Paradox is about to hit AI harder than almost any industry we have seen before.
People once thought faster internet would simply let us load the same websites more quickly.
That was not even close to what happened.
Faster connections created video streaming, cloud software, online gaming, video calls, social media, and entire businesses that could not exist on slow internet.
Every increase in speed created new reasons to use more bandwidth.
AI will work the same way. Today, we mostly use models for chat, coding, search, writing, and a few business workflows.
But once intelligence becomes cheap enough, fast enough, and reliable enough, it will be built into every process that involves a decision.
The biggest AI workloads probably do not exist yet.
They are waiting for the cost of intelligence to fall.
It will create millions of new tasks that are currently too slow, too expensive, or simply impossible.
Gavin Baker: The mega bull case for AI infrastructure would be *if* market share shifted away from certain frontier labs with 90%+ inference margins toward cheaper models, whether open-source or closed.
It would increase the ROI on AI spend for end customers by increasing intelligence per
swyx
swyx @swyx
Retweeted
Samantha Trimble Samantha Trimble
for people using codex to draft emails and slacks, try this simple 1x setup. it’s been a biggie for me:
“read my sent emails and slacks from the last 3 weeks, read-only. learn only from substantive messages i wrote, keeping audiences and channels separate. build a my-voice skill from patterns you can support with examples. show me before saving it. use it whenever you draft for me, but never send anything. when i show you what i actually sent, compare it with your draft and propose durable updates to the skill.”
after that “use $my-voice to reply to this. draft only”
garrytan
garrytan @garrytan
Fund treatment and recovery in San Francisco

Stop sponsoring and paying for do-drugs-until-you-die policy

💥Susan Dyer Reynolds🗞️: San Francisco moves toward drug-free permanent supportive housing:
Supervisor Matt Dorsey’s proposal to ban illicit drug use in new city-funded housing clears committee and heads to full Board of Supervisors. https://thevoicesf.org/san-francisco-moves-toward-drug-free-permanent-supportive-housing/
garrytan
garrytan @garrytan
Retweeted
Jay Donde Jay Donde
“Man of the people” and centimillionaire Congressman Ro Khana filed his financial disclosures on paper instead of electronically to make it harder for Americans to search them. So this absolute madlad legend @kane OCR’d them. Now you can search for things like how much “Average Joe” Khanna spends on country club memberships ($2 million).
Kane 謝凱堯: All of Congressman’s @RoKhanna’s financial disclosures are finally OCR’d and searchable online
He hand-filed papers instead of using the electronic system to obfuscate the data, but I indexed them all here:
https://rokhanna.money
garrytan
garrytan @garrytan
They’re going to blame tech

But the real cause: extreme restriction of housing supply and subsidized demand

Senator Scott Wiener: San Francisco now has the lowest apartment vacancy rate among major cities. It’s 2.2%, which is unhealthy & driving up rents. We need more housing of all kinds. We need to continue our work to get it built. And we need to stabilize renters in their homes. https://www.sfchronicle.com/realestate/article/sf-apartments-vacant-22336259.php
garrytan
garrytan @garrytan
Retweeted
Rob Henderson Rob Henderson
"the French Revolution had begun with high progressive hopes but descended into a vicious bloodbath...the Russian Revolution had begun with high progressive hopes but quickly produced a genocidal police state." https://www.theatlantic.com/ideas/2026/07/democrats-fight-left-dsa/687839/

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