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AI Builders 日报 — 7月18日

追踪 AI 领域真正在做事的人,而不是空谈者。

今日思考

今天的信号指向一个核心矛盾:开源模型正在快速追赶闭源巨头,但关于"开源是否会让美国失去优势"的争论越来越激烈。Garry Tan 转发了 Suhail 的一段话,矛头直指那些试图用"蒸馏"为借口禁止开源模型的人——在他看来,这是既得利益者在维护定价权,而不是真正的安全考量。与此同时,Yann LeCun 频繁转发各类政治内容,真正与技术相关的内容寥寥无几,这提醒我们:大佬的声音不等于技术信号,跟对人才重要。


产品与发布

Vercel Sandbox 免费数据下载

Guillermo Rauch 转发 Vercel 公告:Vercel Sandbox 的数据下载现在完全免费,开发者可以自由克隆 Git 仓库、安装依赖包、从外部拉取数据集,不再有数据传输费用。Rauch 本人配文:"🆓 Sandbox 数据下载免费了。周五快乐!是时候多 Ship 一些 agents 了。" faviconx.com

ChatGPT Sites:父女合作的学习产品

Peter Yang 和他8岁的女儿用 ChatGPT Images 生成 UI 和角色,为女儿制作了一个动物主题的乘法表学习网站。她喜欢动物,他们就围绕这个兴趣设计,并在产品里加入了计时 Boss 关卡。Peter 说这是为了参加 ChatGPT 的 Sites 征集活动,赢取限量版篮球。faviconx.com


观点与判断

Guillermo Rauch (Vercel CEO)

  • "AGI" 这个词已经严重过时 AI 在大多数经济相关任务上已经远超人类智能,应该叫"超智能"更准确。但 AI 再强也无法替代人类的本质——人类会真正关心、照顾其他人类,而这是机器永远在模仿却无法拥有的东西。他甚至说,即便给 AI 一个包含你所有写作的语料库、加200个 Skills、加50个 subagents 运行在复杂循环里,AI 写出来的东西依然是机械的——因为它们就是机器人。faviconx.com

Peter Yang (AI Builder)

  • AI psychosis 可能比社交媒体更难戒 他提出一个新概念:总在担心自己的 agents 是否在持续运行、是否在工作——这种焦虑症本质上是一种新的成瘾,比刷社交媒体更难戒断。faviconx.com

  • 想让 AI 真的帮你进步,得亲自读懂它的输出 从和 @trq212 的对话中他最大的收获是:Thariq 会要求 Claude 生成一份 HTML 报告,解释它做了什么修改,然后反过来考他,确保他真正理解了 AI 在做什么。仅仅让 AI 帮你建了一个炫酷的东西不等于你在进步——你需要主动填补自己的认知盲区。faviconx.com

  • Codex 浏览器控制论彻底输了 这是他的一句短评,语气笃定,没有展开,但立场鲜明。faviconx.com

Garry Tan (Y Combinator CEO)

  • 加州应该拥抱硬科技,而不是现在的胡扯 他转发并评论了 M. Nolan Gray 的观点:在另一个治理更好的平行世界里,旧金山湾区或洛杉矶本应是高科技制造业浪潮的天然选址——结果这个"美国版珠江三角洲"却发生在别的地方。加州现在的政策方向出了问题。faviconx.com

X / Twitter

45
ylecun
ylecun @ylecun
Retweeted
Yann LeCun Yann LeCun
Re @deanwball The "ungovernability" (and openness) of Linux and the Internet is precisely what has made their success.
The same will be true of open weight AI foundation models.
rauchg
rauchg @rauchg
Retweeted
Vercel Vercel
this is who runs this account
amasad
amasad @amasad
This is a sick exploration of chess history.

The Replit community is ChessMaxxing


Daniel Innovate: My new Chess Experience is in beta:

https://chess-ai.app
petergyang
petergyang @petergyang
The reason I want this btw is spending an entire day staring at screens trying to manage agents fries my brain.

Much better to be walking around outside talking to the agents "on the phone" giving them work to do and having them update me on status via voice.

Can't wait for the first lab to ship this.

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

ylecun
ylecun @ylecun
Retweeted
Kenneth Roth Kenneth Roth
With Trump deeply unpopular, Republicans face a possible drubbing in congressional races in November. So Trump seems intent on laying a predicate that could explain away a defeat and potentially justify direct intervention aimed at changing the results. https://trib.al/NCwDKqc
garrytan
garrytan @garrytan
Retweeted
Together AI Together AI
We analyzed Kimi K3 vs. Claude Fable 5 for software engineering tasks using DeepSWE.
Kimi K3 gets you the same performance as Fable 5 at ~35% of the price, and it actually pulls ahead at higher pass@k's. More insights in the thread!
Zain: Deepdive: Kimi K3 vs. Fable 5 on software engineering/DeepSWE tasks.
The open frontier isn't 6 months behind anymore!
full deep-dive 👇(1/n)🧵
ylecun
ylecun @ylecun
Retweeted
Trump Lie Tracker (Commentary Account) Trump Lie Tracker (Commentary Account)
BREAKING: The last month has cemented Trump's status as the most corrupt president in American history. It's not even close.
CNN found that Trump’s money managers made at least 44 stock purchases in 21 companies within a week before he praised those companies, their executives, or their products on Truth Social.
CNBC reported that Trump’s account bought up to $5 million in Axon stock just two weeks before ICE sought a $220 million Taser contract. Axon also sells Skydio police drones now at the center of alarming revelations about police surveillance and exposed footage that violates the privacy rights of American citizens.
Meanwhile, Trump’s media company is pitching Wall Street firms $100,000-a-month access to his market-moving posts faster than the public can receive them.
Trump promised to drain the swamp. Instead, he has turned the presidency into a personal stock tip, a vehicle for profiting off government contracts, and a paywalled data feed for Wall Street.
This is corruption and self-enrichment in plain sight. You should be outraged.
petergyang
petergyang @petergyang
Retweeted
Peter Yang Peter Yang
Legendary episode dropping this weekend featuring the one and only @trq212, who showed me his AI video workflows and much more.
📌 Subscribe to get it on Sunday: https://www.youtube.com/@PeterYangYT?sub_confirmation=1
petergyang
petergyang @petergyang
Legendary episode dropping this weekend featuring the one and only @trq212, who showed me his AI video workflows and much more.

📌 Subscribe to get it on Sunday: https://www.youtube.com/@PeterYangYT?sub_confirmation=1
rauchg
rauchg @rauchg
Ship like @shadcn

shadcn: @josefbender_ Excellent idea. And done. You can try it on the site.
petergyang
petergyang @petergyang
Codex browser use has finally been defeated.
petergyang
petergyang @petergyang
Retweeted
Peter Yang Peter Yang
Codex browser use has finally been defeated.
rauchg
rauchg @rauchg
🆓 Sandbox data for downloads.
Happy Friday! Time to ship more agents

Vercel Developers: Data transfer into Vercel Sandbox is now free.

▪︎ Clone Git repos and install packages without data charges
▪︎ Pull artifacts or datasets from external sources at no cost

https://vercel.com/changelog/data-downloaded-by-vercel-sandbox-is-now-free
garrytan
garrytan @garrytan
Retweeted
Y Combinator Y Combinator
http://ycombinator.com/apply
ylecun
ylecun @ylecun
Retweeted
Kenneth Roth Kenneth Roth
"Trump called for fixing vulnerabilities in electronic voting system" but he "has spent…his second term dismantling the election protections built up over previous years." He doesn't want a fair system. He wants an excuse for Republicans' likely loss. https://trib.al/IvVhRWC
ylecun
ylecun @ylecun
Retweeted
Kenneth Roth Kenneth Roth
The 270+ pages of "evidence" released by Trump show China in 2020 "considered modest attempts to influence opinion in the US, and downloaded publicly available voter rolls from several states, but never manipulated a single voting machine or ballot." https://trib.al/NUKMKyV
ylecun
ylecun @ylecun
Retweeted
Chamath Palihapitiya Chamath Palihapitiya
The future is open source. We need to embrace it and get on with it.
Imagine if America closed the door on open source.
We would explicitly be forcing American companies to pay $26-56 per 1MM tokens for the same intelligence their adversaries/competitors around the world would pay $0.50-1 for.
This is economically unsustainable unless AI is bullshit.
If it’s the supposed through line of all future economic activity that we’ve been told it is, we can’t handicap America at such a meaningful cost disadvantage.
This can also be viewed thru a military lens and not just a simple economic one as well.
Letting our adversaries attack us for $0.50 per 1MM tokens while we spend $26-56 per 1MM tokens to defend ourselves is equally ruinous.
It’s the Cold War Soviet collapse in reverse.
David Sacks: This is *exactly* what I predicted would happen. I said Chinese models would have advanced cyber capabilities within a matter of months and the only thing to do about it was to use AI-powered cyberdefense to protect our systems. Trying to gatekeep models doesn’t work.
ylecun
ylecun @ylecun
Retweeted
Carlos E. Perez Carlos E. Perez
http://x.com/i/article/2078418167546691584
ylecun
ylecun @ylecun
Retweeted
Daniel Jeffries Daniel Jeffries
You either believe in centralization of power or broad diffusion of power.
In one worldview, there are some bad people in the world we've got to restrict everyone to stop them.
In the other, you trust most people to use their kitchen knives to cut vegetables and punish the few bad people who stab someone.
One is the path of freedom. The other is the path of oligarchy and servitude.
One leads to flourishing, vibrance and dynamism. The other leads to stagnation, bloat and decline.
Choose wisely.
ylecun
ylecun @ylecun
Retweeted
Daniel Jeffries Daniel Jeffries
TLDR, not a single prediction of the AI safety folks has been correct and actual more mundane, everyday problems in the real world are all completely missed (and fixable with basic rules and engineering and time) while we continue to focus on the big fake imaginary problems of the future that are surely coming real soon to turn us all into paperclips!
We promise! Just trust us!
Didn't you see this scary video or read this astroturfed article I published in Forbes from my two person non-profit?
Now listen, what we've got to do to make the world a safe place and a utopia for us all is to create a brutal authoritarian centralized world regime to control everyone, spy on everyone, put tracking and kill chips in GPUs!
Every one of these kids needs to get the fuck off the Addy and the weed, switch off their computers and go touch grass.
After that volunteer at a homeless shelter and do some actual good for a real problem in the real world.
Joshua Saxe: AI safety from GPT-2 to Kimi K3
Imagine a village with a wizard who one day emerges from his cave with the following tale for his fellow villagers:
“Long poor, I will lead our village to prosperity by producing a series of ever more powerful magic wands as long as we're willing
garrytan
garrytan @garrytan
Retweeted
Zane Hengsperger Zane Hengsperger
YC bookface has been shipping a ton of products
i use it every day now
garrytan
garrytan @garrytan
Retweeted
Sar Haribhakti Sar Haribhakti
.@willpoffwebster: "If we feel like we've run out of land, like in a place like San Francisco, it's actually really easy to create more land for housing. You just build another house on top of the existing house. It's a solved problem. We've done it for hundreds of years. We just need to make it legal to do it again. It was legal 100 years ago, and then we invented zoning, and we made it illegal again."
MTS: IFP infrastructure policy director Will Poff-Webster on the housing shortage:
"We have the biggest shortage of smaller, cheaper houses in America. If you want to build a huge McMansion in the exurbs, it's not hard to do that. The problem is those houses aren't affordable to a
swyx
swyx @swyx
Retweeted
AI Engineer AI Engineer
🗽 AI Engineer returns to NYC!
Oct 12-14, a beautiful time to visit.
Tickets go on sale soon, but the Call for Speakers is now open!
https://ai.engineer/cfp
If you do leading AI work in NYC, especially for AI x Finance, speaker applications for AIE NYC 2026 opened today.
For mainstage keynotes, we are actively soliciting the top AI native companies and AI transformations in:
- Investment Banking
- Commercial Banking
- Consumer Banking
- Hedge Funds
- Private Equity
- Financial Data
- Insurance
- Venture Capital
- Agentic Commerce
- Accounting
- Payments
- Compliance
- Mid/Back Office
If you are NOT in Finance, don't worry, we will still be running our regular AI Engineering and AI Leadership tracks, covering all the latest in coding, generative media, evals, infra, and more. But if you want to meet some of the largest AI native banks and financial institutions in the world, this will be the #1 place to be this fall!
petergyang
petergyang @petergyang
One of my biggest takeaways from chatting with @trq212 is how much effort he puts into understanding what AI is doing.

It’s easy to let AI build something magical and feel like you’re making progress. But if you want to get better, you need to read its output, identify your unknowns, and fill those gaps.

For example, Thariq sometimes asks Claude to generate an HTML report explaining what it changed and then quiz him to make sure he understands it.

This is just one of many things I learned from Thariq in our interview.

📌 Subscribe to get the full episode tomorrow: https://www.youtube.com/@PeterYangYT?sub_confirmation=1
petergyang
petergyang @petergyang
Retweeted
Peter Yang Peter Yang
One of my biggest takeaways from chatting with @trq212 is how much effort he puts into understanding what AI is doing.
It’s easy to let AI build something magical and feel like you’re making progress. But if you want to get better, you need to read its output, identify your unknowns, and fill those gaps.
For example, Thariq sometimes asks Claude to generate an HTML report explaining what it changed and then quiz him to make sure he understands it.
This is just one of many things I learned from Thariq in our interview.
📌 Subscribe to get the full episode tomorrow: https://www.youtube.com/@PeterYangYT?sub_confirmation=1
garrytan
garrytan @garrytan
California needs to embrace hard tech instead of whatever BS is happening right now

M. Nolan Gray 🥑: In a parallel world with better California governance, the San Francisco Bay Area or Greater Los Angeles would have been obvious candidates for the high-tech manufacturing boom. Instead, the American Pearl River Delta seems to be happening here.

ylecun
ylecun @ylecun
Retweeted
martin_casado martin_casado
"Open-weight models are inherently decelerationist"
.... this is a grossly incorrect statement with no supporting arguments or logic that is counter to the long arc of learnings of the industry over the last 50 years.
What a stupid thing to say.
Dean W. Ball: Some observations on Kimi:
1. It's a very good model! I don't think its performance can be explained away by distillation or anything like that. In agentic coding sessions, it seems pretty much on par with the best public models of Q1 2026. In my fairly limited use, it also
ylecun
ylecun @ylecun
Retweeted
martin_casado martin_casado
Do you know what open weights model actually decelerate? The formation and power of oligopolies.

You know, those things which really do stifle innovation.
Dean W. Ball: Some observations on Kimi:
1. It's a very good model! I don't think its performance can be explained away by distillation or anything like that. In agentic coding sessions, it seems pretty much on par with the best public models of Q1 2026. In my fairly limited use, it also
garrytan
garrytan @garrytan
Retweeted
martin_casado martin_casado
Do you know what open weights model actually decelerate? The formation and power of oligopolies.

You know, those things which really do stifle innovation.
Dean W. Ball: Some observations on Kimi:
1. It's a very good model! I don't think its performance can be explained away by distillation or anything like that. In agentic coding sessions, it seems pretty much on par with the best public models of Q1 2026. In my fairly limited use, it also
petergyang
petergyang @petergyang
My 8 year old and I want that basketball so we are cooking


ChatGPT: Create something worth sharing with ChatGPT sites.

Share your site with us for a chance to win a limited-edition swag box, including the sold out ChatGPT basketball 🏀

Giveaway closes this Sunday at 11:59PT, winner will be chosen randomly.

Happy building.

garrytan
garrytan @garrytan
Retweeted
Sar Haribhakti Sar Haribhakti
Having the common sense to make it legal to build everything has been the winning move for Texas
Ashlee Vance: So, California had the chance to build the largest shipyard in the US but couldn't be bothered to deal with it and now it's going to Texas.
How many times are we going to do this, @GavinNewsom?
ylecun
ylecun @ylecun
Retweeted
Melanie Mitchell Melanie Mitchell
In the off chance than anyone cares what I think on this topic:
(1) the open-source software movement has been enormously beneficial to socity
(2) open-weight (& better, open-data) LLMs will be essential for understanding this technology & for it to be beneficial to society.
ylecun
ylecun @ylecun
Retweeted
Republicans against Trump Republicans against Trump
Here’s a montage of Trump saying over the past five months that the war with Iran is about to end and that the Iranians want to make a deal “so badly.”
Republicans against Trump: JUST IN: Two U.S. service members were killed after Iran attacked a military base in Jordan overnight, according to U.S. Central Command. Another remains missing in action, and four were injured.
Since Trump launched the war with Iran nearly five months ago, 16 U.S. service
petergyang
petergyang @petergyang
I think AI psychosis (trying to make sure your agents are working all the time) is probably a worse addiction than social media.
rauchg
rauchg @rauchg
The term "AGI" has aged very poorly. AI can't possibly me more different from human intelligence. It's *far better* than human intelligence, for most economically-relevant tasks.

But that doesn't make AIs better than humanity. There are wonderful things humans can do that these superintelligences (the better term) can't.

For one, we care-for and care-about other humans in a powerful and inherent way, that we then teach machines to emulate. We must keep that as the top priority in everything we do. We have to be as pro-human-life as it gets.

AIs can replace tasks you do, but they can't replace the proverbial you. This is why they horribly suck at writing! Even when given a corpus of your writing and 200 Skills and 50 subagents running in gRaPh LoOps, they produce robotic prose… because they are robots.

I know one definitive way that people can become irrelevant. They stop being themselves: lose their identity, delegate all their writing, their unique thoughts, the creative ways in which they can use the machines. Opting out of 'weighing in'.

I think we're safe though. There's nothing more distasteful right now than AI replies in social media or (🟢 T H I S T H I N G ) in landing pages. Quality and humanity will prevail.
ylecun
ylecun @ylecun
Retweeted
Sarrah Bellus Sarrah Bellus
Every time Donald Trump talks about election fraud, remind him of January 2, 2021.
The recording of him pressuring Georgia officials to “find” 11,780 votes after he lost the 2020 election.
The man who tried to overturn an election he lost has no moral authority to lecture anyone about election integrity.
petergyang
petergyang @petergyang
England is starting without Kane or Bellingham...what?
ylecun
ylecun @ylecun
Retweeted
Sasha Malysheva Sasha Malysheva
latent actions are having a moment, especially in robotics: instead of predicting a robot's actual joint commands or game controller inputs, you learn a compact latent code that just explains what changed between two frames, no action labels needed anywhere in training
Genie (Bruce et al, DeepMind 2024, http://arxiv.org/abs/2402.15391) was the clean proof of concept: an inverse model looks at consecutive frames, infers a small discrete latent action that explains the transition, and that learned action space alone is enough to make the generated video controllable frame by frame, despite the model never seeing a single ground-truth action label (the same latent space also turns out to transfer, you can use it to train imitation agents on videos that were never annotated for any specific robot)
(and in the same research cluster: Video as the New Language for Real-World Decision Making, http://arxiv.org/abs/2402.17139 by @sherryyangML et al., argues the broader case for video itself as the general interface, not just for latent actions specifically)
the harder problem is generalizing latent actions beyond narrow domains: Genie was trained on platformer game footage with one consistent embodiment and clean signal, while a new paper from FAIR (@garridoq_, Nagarajan, Terver, Ballas, @ylecun, Rabbat, http://arxiv.org/abs/2601.05230) pushes latent action learning onto actual in-the-wild internet video, which means no shared embodiment across clips and a lot more environmental noise to filter out before the latent action means anything consistent
why robotics specifically cares: action labels require teleoperation or motion capture, which doesn't scale, however unlabeled video of things happening in the world is nearly infinite, so if the latent action space generalizes, you get to train on all of it instead of just what you paid someone to label
ylecun
ylecun @ylecun
Retweeted
Clifford Sosin Clifford Sosin
http://x.com/i/article/2078590656457625600
ID_AA_Carmack
ID_AA_Carmack @ID_AA_Carmack
Retweeted
Clifford Sosin Clifford Sosin
http://x.com/i/article/2078590656457625600
ylecun
ylecun @ylecun
Retweeted
Garry Kasparov Garry Kasparov
"Russia hoax" is as strong an indicator of a being gullible idiot or partisan propagandist as "vaccines are bad", and both ignore overwhelming evidence.
Tommy Vietor: Trump released documents that confirm Russia tried to interfere in the 2020 election to hurt Biden. It says Russia tried to "orchestrate a high-profile corruption scandal" and push narratives about "voter fraud resulting from mail-in balloting"
petergyang
petergyang @petergyang
This is the weirdest match

Peter Yang: Lmao why is France playing so badly
amasad
amasad @amasad
Retweeted
Andrew Blumson Andrew Blumson
I shared a game I was building after 2 or 3 prompts. This is the same game a few hours later - I'd say now around 50% complete.
Still to do - add road objects; cars, buses, taxis, etc.
But the play mechanics and physics are solid because of the work I did in prompts 1, 2 and 3. Game plays lovely. I'll make it look nice at the end.
@Replit #GameDev #BuildInPublic #VibeCoding
petergyang
petergyang @petergyang
People saying this is the greatest World Cup match of this tournament...smh
swyx
swyx @swyx
people hating on europe miss that they actually have some of the top ai engineers in the world if you actually to elicit the right ones.

we're basically running the most competitive global arena for ai talent (as measured by talks and workshops), will be v interesting to see how this goes as WF enters the eval window

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