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AI Builders 日报 — 2026年7月16日

追踪 AI 领域真正在做事的人,而不是空谈者。

今日思考

今天的信号集中在一个主题上:AI 正在从"工具"变成"组织基础设施"。Replit 用 AI 重塑了内部工作流,工程师产出 3 倍增长、支持响应快 60%、任何人都能像分析师一样查询业务——这不再是一个工具能解决的问题,而是整个公司运作方式的转变。与此同时,Sam Altman 说语音交互已经跨越了一个门槛,他用 ChatGPT 的频率已经超过打字。这两件事加在一起,指向同一个未来:AI 不是帮你做事,而是替你做事。下一个战场不是模型能力,而是模型能力在组织层面的部署密度。


产品与发布

NotebookLM 品牌升级为 Gemini Notebook

Google Labs 宣布,NotebookLM 正式更名为 Gemini Notebook。三年前它只是 Project Tailwind,一个帮助用户更快学习的实验品,如今已演变成一个真正的研究伙伴,支持音频、视频和互动功能。品牌升级背后是产品成熟度的提升,也意味着 Google 正式将其纳入 Gemini 产品线。faviconx.com

PayPal 成为 Replit 官方 Skill 合作伙伴

Replit 宣布 PayPal 成为其平台上的合作伙伴 Skill。用户只需描述想要的结账流程,AI Agent 就已知道如何处理 PayPal 的订单、开票和订阅逻辑,一次添加后可在所有项目中复用。这意味着 AI 编程平台正在将支付这一最麻烦的集成工作彻底自动化。faviconx.com


观点与判断

Amjad Masad (Replit CEO)

  • Replit 提出"自驾公司"概念 同一批工程师,产出提升 3 倍,最难的支持工单解决速度提升 60%,任何人都能像分析师一样直接查询业务数据。Amjad 称之为"自驾公司"——这不是概念,而是已经在发生的事情。4 年前他提出"千倍工程师",当时看起来荒谬,现在他说"我们离那个目标只差一个 OOM"。faviconx.com

  • 设计师的产出速度已经超越传统认知中对工程师的预期 Replit 内部的设计团队正在以"被认为对工程师都不可能"的速度交付产品。faviconx.com

Garry Tan (Y Combinator CEO)

  • SF 的药物政策转向:真正的同情是让人能够康复 旧金山花了多年在允许吸毒的"支持性住房"上,每 4 例过量死亡中就有 1 例发生在那里。昨天监事会以 7:4 通过决议,停止资助新的允许吸毒的场所。"让人死于住房不是同情。" faviconx.com

  • Skill 文件是解锁模型依赖的关键 Skill 文件可移植,能让你不被前沿模型绑定。Garry 认为这是好事——行业需要的是可进化的厚 Skill,而不是脆弱的限制性框架。faviconx.com

Peter Yang (a16z)

  • ChatGPT Live 和 Codex 是两个不对话的出色产品 OpenAI 最严重的失误是这两个产品彼此孤立:Live 无法主动调用用户的 Google Doc,必须手动触发插件才能获取上下文。Peter 认为第一步应该是让 ChatGPT Live 意识到自己已经连接的插件。"为什么做一个出色的语音助手,却不让它能做任何事?" faviconx.com

Guillermo Rauch (Vercel CEO)

  • 为什么你应该在自己的 .com 上做一个公开 Agent Rauch 提出了三个理由:便利性(不是每个用户都有现成的 Agent 工具链)、安全性(云端沙箱相比本地散落的凭证更可控)、主动性(Agent 可以在你睡觉时监控基础设施、处理异常和攻击)。他认为虽然 Mitchell Hashimoto 说的通用框架加 MCP 的方案也很好,但在产品自己的域名上托管 Agent 有不可替代的价值。faviconx.com

Sam Altman (OpenAI CEO)

  • OpenAI 过去 12 个月不是史上最佳,接下来 12 个月会是 Sam Altman 罕见地公开承认失误:"过去 12 个月不是我们史上最好的一年,这主要是我的错。但我们即将迎来史上最好的 12 个月。"他表示团队正在开发令人惊喜的产品,核心动力是让 AI 真正为普通人带来更多自由、主动权和财富。faviconx.com

  • 语音交互已经跨越门槛 "我现在用 ChatGPT 的频率已经超过打字。新语音模型真的跨越了一个门槛。"这是 Sam Altman 对当前 AI 语音能力最直接的认可。faviconx.com

Yann LeCun (Meta 首席AI科学家)

  • 开源模型和框架正在迎来自己的时刻 Yann 引用 Sriram Krishnan 的分析列出六大驱动因素:近 SOTA 开源模型的出现、多个有资金有技术的团队在构建开放权重模型、企业对数据控制的渴望、开源的可组合性优势、企业 token 成本失控后的转向、地缘政治对自主可控模型的诉求。"所有这些因素指向一个结果:更多选择。" faviconx.com

Scott Kennedy (20年工程生产力研究者)

  • 从未见过这种生产力曲线弯曲的幅度 在评价 Replit 的 AI 转型时,这位有 20 年工程生产力研究经验的专家说:"我从未见过曲线以这种方式弯曲。从来没有。" faviconx.com

Ryan Mulligan (Replit 团队工程师)

  • 手术卧床期间靠 Prompt 保持产出 Ryan Mulligan 透露,他在紧急椎间盘切除手术后卧床期间,仍然靠 AI 编程保持生产力——用 Prompt 输出代码结果,而非坐着敲代码。"这对我的意义重大。" faviconx.com

技术动态

Greg Benson (旧金山大学计算机系主任)

  • GPT-5.6 Sol Pro 解决了统计学领域一个重要悬而未决的问题 在多重假设检验领域,Benjamini 和 Hochberg 1995 年提出的错误发现率 (FDR) 控制问题,最近有了 AI 参与推进的进展。Greg 指出这是 AI 辅助科研的一个具体案例。faviconx.com

  • 基准测试正在快速饱和 GPT-5.6 Sol Pro 在 prinzbench 上得分 91/99,这个基准测试原本包含两道所有已知模型都无法解答的题目。"基准测试这些天饱和得非常快。" faviconx.com

John Carmack (Armored Things CEO / AI 领域先驱)

  • 写了几年 Python 仍然不是"母语者" John Carmack 分享了一个具体例子:看到 assert 0. <= momentum < 1. 这行 Python 代码,他的第一反应是这可能是 bug——因为 C 家族语言不支持这种链式比较。他坦承自己虽然写 Python 已数年,但仍然没有归属感。按照他的传统做法,他会写一个最小化 Python 解释器来深入理解语言细节,但这次他认为收益不够高,不值得做。faviconx.com

X / Twitter

54
garrytan
garrytan @garrytan
Retweeted
kartik kartik
Social Capital™️
I have never seen the plight of my generation articulated so well.
This is the core issue we must solve, we must provide abundant social capital to the next generation - using the levers of politics and private industry - or humanity as we know it will end.
Johann Kurtz: http://x.com/i/article/2077111229621891072
rauchg
rauchg @rauchg
Vercel Sandbox:
◾ Growing DAUs at 100% m/o/m
◾ 3.5M+ sandboxes created per day
◾ Best-in-class Active CPU pricing model
◾ Powering @notion, @airtable, @meta, @zapier, @coderabbitai, @interaction, @conductor_build, @blackboxai… 🐐 farm

My DMs are open for migration help or if missing anything with: https://vercel.com/sandbox
swyx
swyx @swyx
you can just tweet things into existence

ylecun
ylecun @ylecun
Retweeted
Sriram Krishnan Sriram Krishnan
It is clear open source models and harnesses are having a moment. There's a few factors at work
1/ It is now obvious that you can catch up to near-SOTA performance and do so with a clear training lineage. See:@thinkymachines Inkling launch today.
2/ There are several well-funded, talented teams building open weight models now in the US and abroad. Along with the explosing of other near SOTA models (Grok/Cursor, Muse Spark), it is clear we are going to have a diverse ecosystem of models atleast on coding and agentic use.
3/ Organizations are increasingly looking for control over how their data is used and are willing to trade off some access to frontier level tokens for this control. Organizations and countries are increasingly nervous about the frontier labs potentially competing with them down the road and don't want their data to enable a future competitor.
4/ Open source is a slider: you could bring your own open harness, your evals, your business context and are free to pick and choose your model of choice.
5/ Companies have now actively shifted from &#34;how do we get our people to use tokens&#34; to being uncomfortable with their token cost ballooning without a clear line to revenue.
6/ Geo-politically, countries will be weighing open weight models as a way to get frontier-level tokens inside controlled environments that may not be otherwise possible.
All of this leads to more choice for all of us !
petergyang
petergyang @petergyang
Retweeted
Peter Yang Peter Yang
ChatGPT Live and Codex are two incredible products that don’t talk to each other.
This is @OpenAI's biggest missed opportunity imo.
I went on a walk with ChatGPT Live and asked it to pull up my Google Doc. It said it couldn’t.
I then manually triggered the Documents plugin to find my Google Doc, and all of a sudden, ChatGPT Live had the right context.
It would be amazing to talk to ChatGPT Live and have it be able to use all the plugins, tools, and browser use that Codex has access to. Then I could ask it to reply to emails, schedule meetings, edit docs, ship code, and more all during a live conversation.
I think the first step is to make ChatGPT Live aware of all the plugins that it’s already connected to.
Why build such a great voice assistant but have it not be able to do anything?
petergyang
petergyang @petergyang
ChatGPT Live and Codex are two incredible products that don’t talk to each other.

This is @OpenAI's biggest missed opportunity imo.

I went on a walk with ChatGPT Live and asked it to pull up my Google Doc. It said it couldn’t.

I then manually triggered the Documents plugin to find my Google Doc, and all of a sudden, ChatGPT Live had the right context.

It would be amazing to talk to ChatGPT Live and have it be able to use all the plugins, tools, and browser use that Codex has access to. Then I could ask it to reply to emails, schedule meetings, edit docs, ship code, and more all during a live conversation.

I think the first step is to make ChatGPT Live aware of all the plugins that it’s already connected to.

Why build such a great voice assistant but have it not be able to do anything?
petergyang
petergyang @petergyang
Life's good


ClaudeDevs: We've reset 5-hour and weekly rate limits for all users.
petergyang
petergyang @petergyang
Need one of those foot pedals for pianos except when you step on it it turns on the laptop mic
gdb
gdb @gdb
GPT-5.6 Sol Pro for resolving an important open question in statistics:

Edgar Dobriban: AI has helped resolve an important question in statistics. In the area of multiple hypothesis testing, the goal of controlling the false discovery rate (FDR) has been introduced in a seminal paper by Benjamini and Hochberg (1995). They also introduced a method (the



garrytan
garrytan @garrytan
The path to healing SF and every West Coast city is this: real compassion is focusing on recovery and treatment and making it possible for people to really thrive instead of mandating pro-drug environments that make sobriety impossible

Garry's List: SF spent years funding "supportive" housing where 1 in 4 overdose deaths happened on site.

Yesterday the Board voted 7-4 to stop funding new sites that allow illicit drug use.

Housing people to death is not compassion.

garrytan
garrytan @garrytan
Skill files are portable and free you from frontier model dependency

This is a good thing

Rob Leclerc: @trq212 @MatthewBerman @EricBuess @garrytan the smarter the model, the more agentic affordance, the thinner you can make the skill & secondary harness.

but i’ll take thick (evolvable) skills over a thick (brittle & constrictive) harness.
sama
sama @sama
Retweeted
Tibo Tibo
On file deletions. We’ve investigated a handful of reports where GPT-5.6 unexpectedly deleted files.
What we have found is that this most commonly occurs when:
- Full access mode is enabled and codex is run without sandboxing protections, including without auto review being enabled
- The model attempts to override the $HOME env var to define a temporary directory.
- The model makes an honest mistake and mistakenly deletes $HOME instead.
This is of course not how we want the system to behave, even when a user operates the model in full-access mode without the safeguards of our sandbox or without using auto review which checks for these kinds of high risk actions and rejects them.
We are taking steps to mitigate this risk including by updating the developer message, guiding more users towards safer permission modes, and adding additional harness safeguards. Even though this happens extremely rarely, we’ll share a detailed post-mortem in the coming days that goes into more details and what we are doing to minimize risks further.
garrytan
garrytan @garrytan
We should just bring back the em dash

Reclaim it for our own

Bret Taylor: I deeply resent that AI has forced me to eliminate em dashes from my writing for fear of signaling slop
garrytan
garrytan @garrytan
Retweeted
nico laqua nico laqua
YC’s Summer 2024 batch has produced 4 unicorns (so far). I remember during the batch, someone *in the batch* directly told PG that YC’s best days were behind it, and that there was “unlikely to be another stripe”.
As usual, pessimists sound smart while optimists make money. Congratulations to the Emergent team, well earned!
Y Combinator: Congrats to @mukundjha, @madhavjha, and @emergentlabs on their $130M Series C at a $1.5B valuation!
Emergent lets anyone build full-stack, production-ready software without a technical background. They now have over 12M apps built on the platform, more than 200,000 paying
ylecun
ylecun @ylecun
Retweeted
Daniel Jeffries Daniel Jeffries
Re This is such a splitting hairs issue.
Like what would you want?
All the data? Not possible. Massive IP violation.
Training harness? Okay great, you can't run it at scale.
It's useful to have open models you can inspect and fine tune. Period. Yeah they are not &#34;fully open&#34; but it's just not realistic or helpful for people to keep driving this issue and it doesn't make much sense in practical reality.
ylecun
ylecun @ylecun
Retweeted
Lucas Beyer (bl16) Lucas Beyer (bl16)
Today i noticed my walnuts come from California. My immediate reaction was to tokenburn this important question:
garrytan
garrytan @garrytan
Retweeted
Laura Fingal-Surma 🚡 frontier urbanist Laura Fingal-Surma 🚡 frontier urbanist
What an own goal by the state of California
San Francisco Chronicle: The startup’s decision is a blow to California Forever’s plan to build a shipyard and new city in Solano County. https://www.sfchronicle.com/bayarea/article/california-forever-shipyard-texas-22347278.php?taid=6a587e4ddd3d1b000105dcb5&utm_campaign=trueanthem%2B3988&utm_medium=social&utm_source=twitter
garrytan
garrytan @garrytan
Retweeted
Sar Haribhakti Sar Haribhakti
&#34;While Texas moved quickly and aggressively, California could not provide the clear, expedited approval process needed to compete. This is an enormous loss for Solano County, California workers and our state's manufacturing economy.&#34;
&#34;Joshua Arce, executive director for the California Alliance of Jobs, which represents thousands of union construction workers across the state, confirmed that &#34;10,000 permanent jobs and thousands of union construction jobs&#34; that would have accompanied Saronic's Port Alpha shipyard in California are headed to Texas instead. He said &#34;state leaders failed to act with the urgency this project demanded.&#34;
San Francisco Chronicle: The startup’s decision is a blow to California Forever’s plan to build a shipyard and new city in Solano County. https://www.sfchronicle.com/bayarea/article/california-forever-shipyard-texas-22347278.php?taid=6a587e4ddd3d1b000105dcb5&utm_campaign=trueanthem%2B3988&utm_medium=social&utm_source=twitter
amasad
amasad @amasad
Retweeted
PayPal Developer PayPal Developer
PayPal is now a partner Skill on Replit 🎉
This means you can stop wiring up payments by hand.
Describe the checkout you want, and an Agent already knows how PayPal orders, invoicing, and subscriptions fit together.
Add this Skill once then use it on every project 🚀
Try it...
https://replit.com/skills
garrytan
garrytan @garrytan
Retweeted
Garry's List Garry's List
In the 1950s, a Chinese merchant and a Jewish lawyer teamed up to integrate San Francisco's whitest neighborhood. Their communities went on to help build the coalition that won the Civil Rights Movement.
Seventy years later, facing rising discrimination and violence, the progressive institutions they funded and fought for have abandoned them both.
amasad
amasad @amasad
Retweeted
Matt Beebe Matt Beebe
There are many options when it comes to vibe/agentic coding, and that's a great thing for the industry. But after testing across a variety of workloads & use cases, I believe there is a clear winner: @replit.
Here is why its integrated dev/test/deploy is the best platform avail:
Matt Beebe: @aadilrverma @emergentlabs @Lovable @Replit actually has the better platform for this. But to your question: the integrated code/auth/db/backend/frontend deployment stack; mobile with one-click App Store publish; multi-vendor ai coding harness/inference router; the abstraction of git and enterprise class ~ci/~cd
sama
sama @sama
Retweeted
Boaz Barak Boaz Barak
My first attempt at a twitter article.. if you prefer the blog form, see https://windowsontheory.org/2026/07/16/all-watched-over/
Boaz Barak: http://x.com/i/article/2077789036316393472
garrytan
garrytan @garrytan
Retweeted
Diana Diana
come join and build something agentic for healthcare, top winner gets a guaranteed YC interview
Reshma Khilnani: @Medplum1 & @ycombinator are hosting a Agentic Healthcare Hackathon on August 1.
First prize is a YC Interview - this is a great opp for healthcare devs and open source enthusiasts👐 https://events.ycombinator.com/medplum-hackathon-26
garrytan
garrytan @garrytan
Retweeted
Diana Diana
very impressive results! could unlock fundamentally new architectures, and for the first time in a while, we could be more CPU-bound rather than IO-bound at inference time!
Francois Chaubard: New paper coming soon.. teaser..
no transformer, no backprop, no problem!
Zero Order CAN pretrain!
very exciting.. stay tuned!
garrytan
garrytan @garrytan
Retweeted
a16z a16z
&#34;I was speaking to a grandmother in rural Tennessee, and she was taking care of her eleven-year-old granddaughter. So she wakes up, she walks into her room, the bed's empty.&#34;
&#34; Detective arrives, no sign of force. There's nothing, except one thing that he remembers. There's a Flock camera just down the street. So he pulls out his phone and runs a search for the night and finds one car. He runs that tag, and it's his worst nightmare. It's a registered sex offender. So he logs into Flock, and he's looking for this car, and he sees the car is traveling down I-75.&#34;
&#34;The person's on the highway. The detective doesn't know what to do, so he does what every hero does, is he moves into action. He jumps in his car and races down I-75. As he approaches the interstate line, he sees the vehicle.&#34;
&#34;A violent struggles ensues, and at the end, he hears crying. And the girl's in the back. She's bound, but she's alive. They went on to go search the suspect's house, and the nightmare got scarier. Everything one would need to not only assault, but dispose of the body was there.&#34;
&#34;Now that girl's alive today because the detective had two things: He had a license plate, and he had direction of travel. This, for me, is one of thousands of stories I sadly hear about every day in America. I started Flock nine years ago because of this exact type of problem.&#34;
@glangley at @TEDTalks
swyx
swyx @swyx
Retweeted
Lee Robinson Lee Robinson
My talk from AI Engineer is now live!
It covers how we're automating parts of AI research and building systems to rapidly improve our models. I cover some of the work our team did to train Grok 4.5 together with SpaceXAI.
will brown: incredibly chill fun laid-back talk from @leerob describing how cursor has fully solved RSI
amasad
amasad @amasad
http://x.com/i/article/2077626320205574144
amasad
amasad @amasad
Something strange happened at Replit in the past six months.

The same engineers 3x’d output. Support resolved its hardest tickets 60% faster. Anyone could suddenly query the business like an analyst.

We’re seeing a new kind of organization: the self-driving company.

Amjad Masad: http://x.com/i/article/2077626320205574144
garrytan
garrytan @garrytan
Retweeted
Amjad Masad Amjad Masad
Something strange happened at Replit in the past six months.
The same engineers 3x’d output. Support resolved its hardest tickets 60% faster. Anyone could suddenly query the business like an analyst.
We’re seeing a new kind of organization: the self-driving company.
Amjad Masad: http://x.com/i/article/2077626320205574144
amasad
amasad @amasad
Retweeted
Scott Kennedy ⠕ Scott Kennedy ⠕
I've worked on engineering productivity in some way for 20 years.
I have never seen a curve bend like this before. Not even close.
Amjad Masad: http://x.com/i/article/2077626320205574144
garrytan
garrytan @garrytan
Retweeted
Daniel Di Martino Daniel Di Martino
In my house ⬇️
amasad
amasad @amasad
Retweeted
Francisco Cruz Mendoza Francisco Cruz Mendoza
This has truly shifted the way I work and has given me capabilities I dreamed of for years. Personally saving at least 3 hours a week on repetitive tasks and it seems like we are just getting started 🚀
Amjad Masad: http://x.com/i/article/2077626320205574144
amasad
amasad @amasad
Retweeted
Ryan Mulligan Ryan Mulligan
This is what my team has been cooking since the beginning of the year. It's been wild to see how quickly this has spread through the company and successful this has been. And not a moment too soon for me personally because I had to get an emergency microdiscectomy and I was able to keep being productive laying down by prompting code outcomes instead of sitting and typing code.
Amjad Masad: http://x.com/i/article/2077626320205574144
garrytan
garrytan @garrytan
Retweeted
Y Combinator Y Combinator
Bunkerhill Health (YC S20) has raised $55M to build a state-of-the-art AI platform for health systems. They help hospitals deploy AI across dozens of use cases through a single platform, making it easier to turn new ideas into real patient care.
In this episode of Founder Firesides, YC's @agupta sits down with co-founder and CEO @nish_khandwala to talk about how a research project at Stanford— and his father's heart attack— led him to rethink how AI should be deployed in healthcare.
He also shares how a cold email landed Cleveland Clinic @joinBunkerhill's first customer, why AI adoption in healthcare has historically been so difficult, and how lowering the cost of iteration could transform one of the world's largest industries.
00:52 - What Bunker Hill Health Does
03:50 - Why It Takes Two Years to Onboard One AI Tool
05:09 - Knowledge, Reasoning, Action
07:12 - The Innovator's Burnout Problem
09:57 - How Bunker Hill Actually Solves This
13:01 - How Nish Got Into Healthcare AI
17:00 - His Dad's Heart Attack Changed Everything
19:32 - How LLMs Transformed the Opportunity
22:05 - Cold-Emailing Cleveland Clinic
25:18 - Finding the Right Abstraction
28:04 - How Different Are Hospitals From Each Other?
31:12 - LLMs, Tool Use, and Hallucination
34:37 - Measuring Against the Standard of Care
39:27 - Building a Team of 21
43:30 - The Turkey Bone Patient Journey
amasad
amasad @amasad
4 years ago I coined the “1000x engineer” and it seemed absurd at the time, but we’re only one OOM away from that.

𝗺𝗮𝘁𝘁: been having some big weeks

sama
sama @sama
we did not have our best last 12 months ever, which is mostly my fault, but we are about to have our best 12 months to date. the team is doing amazing work and i think you’ll be very happy with what they’ve got cooking for you.

i am happy about this for many reasons, but mostly because i care about our users winning. AI has to be about giving lots of people more freedom, agency, and wealth. we want to do the right thing, but we do not want to scare people into doing our thing.
swyx
swyx @swyx
Retweeted
AI Engineer AI Engineer
🆕 &#34;Increasingly we find that you have a human working with a team of agents, and then the agents can start working with the other agents.&#34;
https://www.youtube.com/watch?v=q4Tr-DknG2M
@leerob's excellent keynote on how @cursor_ai is building the third era of software development is now live, covering the inner and outer training loops (outer - user feedback and AB testing, inner - refining evals, reward shaping, and training ambitious tasks), Cursor Bench, the new Colossus infra, and how models are starting to train models.
swyx
swyx @swyx
Retweeted
Cognition Cognition
Introducing Devin for Startups:
$65k in credits to use Devin across Cloud, Desktop, and CLI.
Apply today at the link below
ID_AA_Carmack
ID_AA_Carmack @ID_AA_Carmack
With C-family expression evaluation so imprinted on me, I still instinctively think python statements like this are a bug:

assert 0. <= momentum < 1.

I have been programming in python for several years now, but I still don't feel like a native. My traditional solution would be to write my own minimal python interpreter to make sure I deeply understand all the language details, but I don't think the payoff would be worth it today.
amasad
amasad @amasad
Retweeted
Amol Jain Amol Jain
It's been amazing watching this come to life internally.
Brilliant engineers built the tool. Then brilliant engineers started using it in crazy ways, and the best of those get baked right back in as features. Its compounding and productivity is skyrocketing.
https://x.com/amasad/status/2077802290304684404?s=20
Amjad Masad: http://x.com/i/article/2077626320205574144
amasad
amasad @amasad
Retweeted
Raouf Chebri Raouf Chebri
This is hands down the most impressive piece of technology I’ve ever used, and it’s completely changed the way I work.
When I joined Replit, our internal Agent helped me learn the product, platform, codebase, and business faster than I thought possible.
Today, I use it to orchestrate parallel agents that help me write code, analyze our codebase, understand recent changes, and answer questions across our connected systems.
I’m excited to show you more of it soon.
Amjad Masad: http://x.com/i/article/2077626320205574144
ylecun
ylecun @ylecun
Retweeted
Steve Rattner Steve Rattner
Under Trump, U.S. federal debt has surpassed 100% of GDP for the first time since WWII.
And it's on track to beat that all-time record by 2030.
GoogleLabs
GoogleLabs @GoogleLabs
Who remembers when Project Tailwind was just a little, baby Labs experiment? Well, eventually that became NotebookLM. And today - many congrats to the team on becoming @Gemini_Notebook!

Gemini Notebook: 3 years ago we started as a tiny experiment with the goal of helping you learn faster.

Since then, we grew to bring audio, video, and interactivity to your sources, transitioning from a passive workspace to your true research companion.

And now, notebooks have even become an

sama
sama @sama
i talk to chatgpt more than i type to it at this point

new voice model really crossed a threshold
rauchg
rauchg @rauchg
The case for your own public agent, on your .com.

0️⃣ First, the anti-case. If you haven't shipped high quality APIs for agents, start there. OpenAPI specs, SDKs, CLIs and MCPs as appropriate.

1️⃣ Convenience. Not every customer has a harness 'at the ready' for every possible interaction with your product and company. Shipping one on your own domain covers a lot of spontaneous requirements.

2️⃣ Security. When you go to 𝚟𝚎𝚛𝚌𝚎𝚕.𝚌𝚘𝚖 and talk to Agent, we put in the work to cover audit trails, a least-privilege permission model, and extra assurances to ensure security, privacy and data integrity. It's fully cloud-based and sandboxed, vs. a sprawl of static credentials on users' machines.

3️⃣ Proactivity. We're still in the "human enters prompt" phase of AI. Our cloud-based agent can act on anomaly alerts triggered by exceptions, attacks, usage spikes. Our agent needs to monitor your infra while you sleep. You can, of course, set up workflows and schedules with your own harnesses, but it gets much harder.

I think it's ultimately a sequencing thing. I agree with Mitchell that the priority is to give users choice and flexibility. We give people http://vercel.com/plugin to integrate with every agent out there. Our CLI and MCP are constantly improving. Our own Agent re-uses the same http://skills.sh everyone gets. All our sites are Markdown-over-the-wire if you're an agent.

Based on the data and anecdata available to me, this strategy is working quite well, but YMMV.

Mitchell Hashimoto: Using a generic agent harness (e.g. Codex, Claude, OpenCode) + CLI/MCP is better than "Ask me anything" built-in product chat boxes in every product I've ever tried. A big reason is I can use the latest frontier models, another is mixing more context. Why your box over mine?
garrytan
garrytan @garrytan
Retweeted
Y Combinator Y Combinator
Every company that changes the world starts with someone deciding to build.
If you're making something people want, we'd love to hear from you.
Apply to the YC Fall 2026 batch by July 27: http://ycombinator.com/apply
garrytan
garrytan @garrytan
Retweeted
Francois Chaubard Francois Chaubard
Great YC Paper Club Kernels/Chips edition last night.
Papers:
    1    Stuart Sul (Stanford/Cursor) - ParallelKittens (https://arxiv.org/pdf/2511.13940)
    2    Avanika Narayan and Jon Saad-Falcon (Stanford) - Intelligence Per Watt: Measuring Intelligence Efficiency of Local AI (https://arxiv.org/pdf/2511.07885)
    3    Mark Saroufim (Core Automation) - To automate research we must automate systems (no paper)
    4    Misha Smelyanskiy (Nvidia/NewCo) - Why AI Inference Needs Heterogeneous Hardware (no paper)
    5    Brennan Shacklett (Stanford) - An Extensible, Data-Oriented Architecture for High-Performance, Many-World Simulation (https://madrona-engine.github.io/shacklett_siggraph23.pdf)
pic of @marksaroufim teaching CUDA!
next one on robotics..
who should we invite to present?
amasad
amasad @amasad
Designers ship at a rate previously thought to be impossible for engineers.

zade ⠕: the replit design team has been shipping 🚀

amasad
amasad @amasad
Retweeted
Arthur Yidi Arthur Yidi
Replit replaced three SaaS products with internal tools:
- unnamed seven-figure SaaS product (Sales CRM?)
- alert-triage/root-cause tool at 10% of the cost
- automated penetration-testing tool, while finding more vulnerabilities
the build-vs-buy shift is starting
Amjad Masad: Something strange happened at Replit in the past six months.
The same engineers 3x’d output. Support resolved its hardest tickets 60% faster. Anyone could suddenly query the business like an analyst.
We’re seeing a new kind of organization: the self-driving company.
swyx
swyx @swyx
Retweeted
Zhengyao Jiang Zhengyao Jiang
I think the AI/ML researcher's role will be greatly transformed by autoresearch, but it won't disappear. It boils down to three skills:
- Coming up with creative primitives
- Defining a good abstraction for the agent to search within
- Defining a good eval on what good is
With the RSI results we published this week, this becomes even more relevant.
My @aiDotEngineer talk makes the full case, dedicated recording now up: http://youtu.be/iCj_ATyThvc
rauchg
rauchg @rauchg
I’m excited to welcome two legends of developer tools, Pete Hunt (@floydophone) and Nick Schrock (@schrockn), to Vercel.

Pete was one of the pioneers of @reactjs at Meta. He made an early bet to power Instagram Web with ⚛️ React, evangelizing it internally and externally. He will be running Frameworks and leading @nextjs. I couldn’t imagine a better person to lead React’s most popular framework to even greater heights.

Nick co-invented @graphql, solving some of the gnarliest data infrastructure and access issues at Facebook scale, with a delightful developer experience. He will be working on Agentic Developer Experience, solving the problem of enabling the next billion agents and leading the way to a future of self-improving software.

It’s a dream-come-true for a founder of a startup to welcome engineering minds of this caliber who are also wonderful humans. You probably want to work with them, and they’re hiring 😁. Their DMs are open, from job applications to bug reports!
gdb
gdb @gdb
benchmarks get saturated very quickly these days

prinz: Added to prinzbench: GPT-5.6 Sol Pro.

As previewed a few days ago, this model has saturated my benchmark, with a total score of 91/99.

For context, prinzbench contains two questions that no model tested to date has ever been able to solve (one requires extremely thorough

rauchg
rauchg @rauchg
this is who runs this account 🧉


alli: this is who runs this account

rauchg
rauchg @rauchg
Kimi K3 is the best performing model on http://nextjs.org/evals, ahead of Fable, reaching a comparable success rate in less time.

This is the first time that an open model is ahead of all proprietary ones for this comprehensive web engineering benchmark.

Notes:

▪️ Benchmarks don’t always tell the full story, although this is important signal, adding to mounting evidence that this could be a breakthrough moment for open models

▪️ No model as of yet has reached 100% completion on this set of evals. The top performer peaks at 92% and 96% “with help”

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