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AI Builders 日报 — 7月25日

追踪 AI 领域真正在做事的人,而不是空谈者。

今日思考

今天的信号非常清晰:AI 权力斗争正在三条线上同时展开。开源 vs 闭源的热度在周末突然爆发,导火索是 OpenAI 罕见地签署了支持开源的公开信,而 Anthropic 迟迟不签——amasad 发了那条"Will Anthropic sign?"像是在点名。另一边,Jensen Huang 和 Sam Altman 在 YC Startup School 上用最顶级的音量说"现在是创业最好的时候",而白宫通过 Howard Lutnick 传话"保护开源 AI"——这不是巧合,这是 AI 军备竞赛里各方在争夺开发者人心。


产品与发布

ChatGPT Work 新增登录持久化 & Pets 功能

OpenAI 低调发布了两项更新。ChatGPT Work agent 现在可以接管需要登录的云浏览器,完成一次登录后 session 持久化,后续任务无需重新认证。ChatGPT Pets 也已上线,用户可以创建自定义宠物并分享给朋友。这两项功能加起来意味着:AI Agent 从"处理公开信息"向"操作用户私人账号"迈出了一大步。faviconx.com

Etched 融资 3 亿美元,估值 103 亿美元

专用推理芯片公司 Etched 完成 Series C,由 Sequoia、a16z、Jane Street、Argo 和 SK Hynix 联合投资。公司已启用 10MW、8万平方英尺的推理集群设施,目标是"运行全球推理"。这轮融资证明了推理侧基础设施的热度——市场愿意为专用 ASIC 芯片支付百亿美金估值。faviconx.com

GLM-5.2 本地运行:753B 参数,40 tokens/秒

Tobi Lütke(Shopify CEO)在 Dell Pro Max + GB300 工作站上跑起了 GLM-5.2(智谱 7530 亿参数模型),速度达到 40 tokens/秒,无需 API、无需数据中心、无需云。Michael Dell 转发评论:"前沿级 AI 正在成为个人资产。" faviconx.com

Matt Shumer 预告"比 Fable 强 10 倍"的新 Demo

Fable 创始人 Matt Shumer 发了一条隐晦的预告帖,暗示明天发布的东西会让 AI 推特圈震惊。Theo(t3.gg)看完 demo 后只说了一句"What the fuck"。结合他之前"极度看走眼 Opus 4.7"的自我反省,这个 demo 很可能与模型能力突破有关。faviconx.com


观点与判断

Amjad Masad(Replit CEO)

  • Replit 象棋引擎已达 1200 Elo,目标 2000+ Replit 上线了基于微调小模型的象棋引擎,约束条件是:只用一个微调 LLM(无自定义预训练或架构)、模型必须独立下棋不能调用引擎辅助。在这两个限制下已经达到约 1200 Elo,下一步目标 2000+。Amjad 认为如果放宽约束条件,难度会大幅降低。这个实验的真正意义在于探索 LLM 的规划能力边界。faviconx.com

  • AI 工具对新手来说极其困惑 引用 Ethan Mollick 的观察:AI 编程工具假设用户已经了解模型名称、thinking levels、projects vs folders、skills vs plugins vs connectors 等概念,甚至点一个"+"就会触发大量未文档化的复杂性。这种复杂度对 ADHD 群体尤其不友好。faviconx.com

  • Anthropic 会不会签开源联名信? OpenAI 已经签署 NVIDIA/Microsoft 支持的开源 AI 公开信,amasad 直接点名问 Anthropic:你们的立场是什么?是在支持禁止开源模型吗?这条推文被多方引用,是今天开源 vs 闭源争论的核心触发点。faviconx.com

Garry Tan(Y Combinator 总裁)

  • YC Startup School 2026 规模是去年 3 倍 本届 YC Startup School 参会人数 7000 人,其中 3774 名学生从世界各地飞来旧金山。Garry Tan 发帖说:"我们办这个活动,是为了让第一次来 SF 的技术青年判断创业是否适合自己。偷偷告诉你:适合。" faviconx.com

  • Jensen Huang:创始人模式可以持续 34 年,从零到 5 万亿 Garry Tan 转发 Jensen 在 YC Startup School 的金句:F1 车队为车手造车,创始人就是车手,"要赢你的比赛,就按你想要的方式去造"。Jensen 还说"代理的可控性将是下一个突破"——即 prompt 里一个词的改变就可能大幅影响 agent 行为。faviconx.com

  • Jared 亲自写了 Office Hour 模拟器 YC 的 eve 透露:Jared Friedman 在同时给 YC 公司做咨询、带 YC 软件团队之余,亲手写了 Office Hour AI 模拟器。eve 说:"很难描述他有多想让 builder 们感到快乐,我们从 Walt Disney 那里获得灵感,Jared 是我见过的最接近 Imagineer 的人。" faviconx.com

  • Claude Max 20x 账号:6 个月免费送给 Startup School 参会者 Anthropic CEO bcherny 在 YC Startup School 现场宣布:所有 6000+ 参会者免费获得 6 个月 Claude Max 20x 账号。这是一次罕见的大规模产品赠送。faviconx.com

  • 一个父亲用 8 万个 markdown 文件为儿子建了"数字大脑" Garry Tan 转发了这个故事:一位父亲把儿子所有的癫痫发作记录、医生笔记、检验报告和用药记录(共 8 万个 markdown 文件)输入 AI,AI 帮助他找到了答案。"没有人会为他建这个系统,但他自己动手做了。一台笔记本,一个 AI 代理,这就是 AI 真正的力量。" faviconx.com

  • "历史上极度反开源的公司突然全都拥抱开放,这很有趣" Garry Tan 转发了 Suhail 对 Anthropic 的批评:"支持开源不等于必须开源,但花数千万美元游说和散布末日论来打压开源工作,这是我永远会和你们公司对抗的问题。" Garry Tan 的转发本身就是一个立场表态。faviconx.com

  • Karen Hao 那本关于数据中心的书写了太多谎言 Garry Tan 直接点名批评:"那本在 AI 圈被当作核心文献的书,关于数据中心用水的说法错得太离谱,他们不得不撤回,但这个错误现在还在被到处引用。" faviconx.com

Guillermo Rauch(Vercel CEO)

  • 工厂即产品,你的 AI 代理决定了你的软件质量 Rauch 提出了一个框架:对于软件公司来说,工厂(agent 系统)本身就是产品,你的代理质量决定了软件的质量。他用 Tesla 和 Elon Musk 举例——Musk 最先想清楚了这个模式。faviconx.com

  • 用 Agent CLI + 研究文件夹做深度研究 Rauch 分享了他的研究工作流:建立一个 research/ 文件夹,创建一个 AGENTS.md 描述格式和最佳实践,然后启动 agent 提问。这是一种把个人知识管理和 AI Agent 工作流结合的实用方法论。faviconx.com

Peter Yang(OpenAI DevEx 工程师)

  • Jason 的完整 Codex 工作系统 Peter Yang 采访了一位 OpenAI DevEx 工程师 Jason,他展示了如何用 Codex 系统性地完成工作——包括如何运行 chief of staff 级别的任务规划。这条推文是一个 OpenAI 内部最佳实践的窗口。faviconx.com

  • Kun Chen:Opus 4.7 的 benchmark 已经失效 Peter Yang 引用 Kun Chen 的分析:Opus 4.7 发布揭示了一个关键问题——通用 benchmark 对当前模型几乎完全失效,因为 Opus 4.7 在 benchmark 上并没有明显领先,但在实际使用中大幅落后于 Fable。这个观察对评估 AI 模型的方法论提出了严肃质疑。faviconx.com

Yann LeCun(Meta 首席 AI 科学家)

  • Open Weights 运动获得 Broad Base 认可 LeCun 转发了 Martin Casado 对 Open Weights 运动的支持表态。Meta 的立场持续明确:开源权重模型是确保安全、研究、创新和竞争的关键。这一天 LeCun 还转发了 Donald Trump 投资/封禁 Nvidia 的讽刺性追踪,以及关于美国科学经费削减的讨论——这些都指向 AI 领域的宏观政治博弈。faviconx.com

X / Twitter

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garrytan
garrytan @garrytan
YC Startup School 2026 rehearsal at Chase Center

Welcome to San Francisco, future founders!

Tomorrow and this whole weekend are going to be 🔥
garrytan
garrytan @garrytan
Retweeted
raghav raghav
I just realized we could make SF better than Miami or Dubai, and now i’m pissed.
Sebastian Caliri: They pay nearly no property tax because of Prop 13, while you pay for their healthcare + other benefits you'll never enjoy.
Build the damn houses over Marina Safeway. Younger people in SF need a shot at family formation that doesn't hinge on getting liquid from OAI / Anthropic.
garrytan
garrytan @garrytan
Retweeted
Vivian Midha Shen Vivian Midha Shen
T-1 until YC startup school!! Get ready for some BTS content
garrytan
garrytan @garrytan
Retweeted
Elena Elena
NOTES ON THE ODYSSEY (or…it was good, actually)
-something to keep in mind about all of christopher nolan’s films and heroes is how nonlinear they are, and that he seems to believe that great men don’t occupies a single fixed point in space and time (THE DARK KNIGHT / batman is maybe the one exception to this, for reasons I’ll explore later). his early thrillers like FOLLOWING and MEMENTO are about men trying to situate themselves in the timeline/the wreckage that ensues when they’re unable to. or recall the opening sequence of OPPENHEIMER which cycles through four principle layers of time (the 1954 oppenheimer security hearing, the 1959 strauss senate confirmation hearing, oppenheimer’s early college life, and strauss’ memory of meeting oppenheimer at princeton in 1947, plus quasi-prophetic imagery like the nuclear fireball, particles, etc). basically, most of nolan’s films are recursive loops that just iterate on themselves, but all the key themes/variations get revealed in the opening sequence.
-the great/notable men are constantly projecting themselves forward / backward in time, they exist everywhere, they (or their gods) have everything planned already.
-with this in mind, the odyssey lends itself perfectly to a nolan adaption. the book/text form of the odyssey is a nested narrative of 1) poet invoking the muse 2) action opens with the gods who discuss odysseus, then athena enters the human world and kicks off the telemachus plot which is ~20 years after odysseus left ithaca 3) penelope and telemachus refer back to odysseus’ departure/absence 4) a bard sings about the greek’s ill-fated return from troy. nolan pretty faithfully follows this with the bard sequence leading into the suitors leading into meeting telemachus/penelope leading into flashback to telemachus’ earlier childhood leading back to odysseus choosing to go to war/leave behind his family (and of course, these are all iterated through/supercut nonlinearly).
-in other words, the first 15-20 mins of oppenheimer map pretty much 1<>1 with the first 15-20 mins of the odyssey. both films follow this nested narrative structure (i actually leaned over to the person i was watching with and said “holy shit this is basically the opening of oppenheimer but ancient greece)
-something interesting about this trope of timeline-rupturing in most of nolan’s films is that it isn’t really about self-evaluation of one’s legacy. recall that (for example) oppenheimer and the odyssey only have one scene of explicit “remorse” each - oppenheimer’s hallucination in the auditorium where he imagines everyone as victims of the atomic bomb and the scene toward the end where odysseus is haunted by the sacking of troy / attacking innocent women / desecrating the athena statue etc). okay, caveat you could argue that the scene w/ heisenberg at the dinner was also a “regret” scene but for the sake of argument let’s just believe what im saying.
-to restate the above: nolan isn’t super interested in the subjective state of great men who seem to exist in the past/present/future all at once (like i said, he really just has one “subjective” scene each. fwiw after watching the film i also really disagree with that emily wilson clip going around that “this odysseus is super traumatized and introspective” or whatever she said). nolan is really just exploring an ontological fact of great men: that they are timely and timeless.
-all of the above said, im not 100% sure i liked matt damon’s performance. damon performs like a postmodern odysseus who’s already read the odyssey (or at least heard travis scott reciting it to him). he’s too knowing and too ironic. it feels too modern, he has iphone face even with that beard, etc. eg the scene in circe’s house where he clearly knows EXACTLY what’s going on but feigns obliviousness for comic effect just felt tonally off. if i had one complaint about the film it was in moments where damon plays stuff with too much deadpan 4th wall breaking effect.
amasad
amasad @amasad
Work life harmony

Nadia I: Had to make a quick fix at the ballgame - no laptop required. ⚾️ 👌🏼Thanks for the updates @okayzade @victoriakimse @Replit

amasad
amasad @amasad
If you haven’t used Replit for a while, you’re in for a big surprise.

Gene Lee: I have to hand it to the @replit team for the advancements made in the past year. I'm actually enjoying the building experience now.
mattshumer_
mattshumer_ @mattshumer_
Sorry I'm so excited... but, if you thought my Fable demos were cool, this one is just like 10 steps above

I don't think I'm sleeping tonight (and I've been sick all week so this is wonderful timing)

Matt Shumer: Okay I may have been extremely wrong about Opus 5...

Holy fuck, this demo is going to blow the entirety of AI Twitter's minds tomorrow
garrytan
garrytan @garrytan
"How fast a country adopted new technology over the last 200 years accounts for at least 25% of why some nations are rich and others aren’t today. The Ottomans got the printing press eventually but eventually cost them a lot."

Julia Willemyns: I've been spending my weekends thinking about AI populism.

Sam Altman's home was attacked. A councilman found bullet holes in his wall and a note reading 'No Data Centers.' Political assassinations are in, which is hardly a good sign.

AI is coming for the credentialed class.

amasad
amasad @amasad
Will Anthropic sign?

If you work at Anthropic worth asking your leadership to sign or make their position clear: Are they for banning open weight models?

rat king 🐀: wow. openai decides to sign on to the Nvidia/Microsoft-backed open letter to regulators supporting open source

incredible

gdb
gdb @gdb
stories like this should be told more

Polymarket: JUST IN: ChatGPT surfaces a crucial mutation in a woman’s old biopsy records, helping doctors determine her terminal glioblastoma diagnosis was incorrect.
sama
sama @sama
Retweeted
Greg Brockman Greg Brockman
stories like this should be told more
Polymarket: JUST IN: ChatGPT surfaces a crucial mutation in a woman’s old biopsy records, helping doctors determine her terminal glioblastoma diagnosis was incorrect.
ylecun
ylecun @ylecun
Retweeted
martin_casado martin_casado
Wonderful to have a broad base acknowledgement of the need for open weights. We are delighted to support as signatories.
Open weights is the key to ensuring security, research, innovation and competition.
And let's not confuse misappropriation with openness.
Jensen Huang: For my first post, I’m sharing a letter @NVIDIA signed on why open models matter.
AI will transform every industry, power every company, and be built by every country.
Open models strengthen safety and cybersecurity, accelerate innovation and diffusion, and enable sovereignty.
garrytan
garrytan @garrytan
Retweeted
Raphael Schaad Raphael Schaad
POV: evening before the storm on Center Court — we rented out the entire Chase Center and are hosting thousands of the most ambitious builders in the world.
Welcome to @ycombinator Startup School 2026 🧡
Speakers include Jensen Huang, Sam Altman, and Jeff Dean. There’s also small group sessions with YC partners (yours truly included) where attendees can ask anything about startups. Going to be an awesome weekend in SF!
#sus2026
amasad
amasad @amasad
It was always perplexing to me that VCs passed on Etched in the early rounds. Glad they woke up… and early believers get less dilution 🙂

Etched: We’ve raised $300M in Series C funding at a $10.3B valuation from Sequoia, Andreessen Horowitz, Jane Street, Argo, and SK Hynix.

Our mission is to run the world's inference. This round accelerates production of our inference clusters.

We've opened an 80,000-sqft, 10-MW facility
garrytan
garrytan @garrytan
Retweeted
Luther Lowe Luther Lowe
I’m so proud of @weijia ❤️
Curtis Houck: CBS’s @Weijia Jiang at the #WHCD on her upbringing in rural WV: “I’ve been thinking a lot about my own journey to this podium tonight. I grew up in rural West Virginia, in a town at the foothills of the Allegheny Mountains, a town called Buchanan, Population 5,500. Those images
gdb
gdb @gdb
Pets make building fun

OpenAI Developers: Your Pet is ready to meet other builders.

On ChatGPT web, create a shareable link for your custom pet and send it to a friend to adopt.

garrytan
garrytan @garrytan
Retweeted
Luther Lowe Luther Lowe
I had a chance to chat with @howardlutnick tonight at the White House Correspondents’ Dinner, and he said directly to me: “This White House will protect open source AI.”
ylecun
ylecun @ylecun
Retweeted
Donald Trump Portfolio Tracker Donald Trump Portfolio Tracker
January: Trump’s account buys $1–5 million of Nvidia in a single trade.
April: He bans Nvidia from selling its chips to China. The stock craters, Nvidia takes a $4.5 billion write-down.
Through the spring: his accounts keep buying the dip, over a dozen Nvidia purchases.
August: He reverses his own ban. Nvidia can sell to China again, if it pays the U.S. government 15% of the revenue. A deal he cut personally.
August 18: his account buys $5–25 million of Nvidia, the single biggest stock purchase of his entire year.
December: He greenlights the even more powerful H200 chips for China, now at a 25% cut.
The President banned the stock, bought the crash, un-banned the stock, then made his biggest purchase of the year.
He controls the switch. He owns the stock. He flips the switch.
mattshumer_
mattshumer_ @mattshumer_
Retweeted
Theo - t3.gg Theo - t3.gg
Re @mattshumer_ Just saw the demo.
What the fuck.
mattshumer_
mattshumer_ @mattshumer_
Tomorrow.

Turn post notifications on :)

Theo - t3.gg: @mattshumer_ Just saw the demo.

What the fuck.
ylecun
ylecun @ylecun
Retweeted
Gandalv Gandalv
America’s Quiet Exodus!
Neil deGrasse Tyson has been unusually blunt lately: he compared federal science cuts to an act of war, arguing that if a foreign rival gutted American research budgets this way, Washington would call it sabotage. Instead, it’s self-inflicted.
The numbers back him up. NSF grant awards recently hit their slowest pace in decades, with physics funding down over 80 percent and biology nearly halved. A Nature poll found roughly three-quarters of US researchers now considering leaving the country entirely.
The beneficiaries are obvious. France, Canada, and Australia are actively recruiting displaced American talent, dangling stable funding and political neutrality. China, meanwhile, has overtaken the US in total research spending, a shift analysts warn could cost America a trillion dollars in lost competitiveness over time.
Tyson’s warning isn’t nostalgia. It’s a balance-sheet argument: brains, once they leave, rarely come back.
https://youtu.be/dYiUI6y1nKg?is=gZ0jdubmLC9mtCt
gdb
gdb @gdb
ChatGPT Work for using websites which require login:

OpenAI Developers: Your ChatGPT Work agent can now use websites that require you to sign in.

Take over the cloud browser to log in, then let your agent continue the task. Your login persists across sessions, so you only have to sign in once.

ylecun
ylecun @ylecun
Retweeted
Christopher Nguyen ⽗ Christopher Nguyen ⽗
The Gemma series is an amazing set of highly performant open-weight models. They have proven extremely effective in industrial settings where site-deployed agents need exactly this as a base for domain-specific fine-tuning that even Fable-class models cannot match in accuracy.
Presumably the Gemma team has been excellent at “distilling” from the Gemini-class models to get such capabilities.
This is a $25T category. Remember, the “frontier” is not spherical. It is extremely jagged, and it isn’t just among the trillion-parameter group.
Clément Farabet: Very much agree with this letter.
3 years ago we started Gemma aligned with this vision, that building a thriving open weight model ecosystem was critical and likely a huge component of our future industry.
Today we continue to invest and push Gemma to be maximally useful for
amasad
amasad @amasad
Retweeted
Miguel de Icaza ᯅ🍉 Miguel de Icaza ᯅ🍉
It’s giving pull the ladder behind you energy.
Anthropic using open source to power their business ok. The world using open weights, not under Julian’s watch!
Julian Schrittwieser: And @satyanadella coming out for open source too, can’t wait for the open sourcing of Windows and MS Office!
garrytan
garrytan @garrytan
YC Startup School is for many thousands of technical young people people the very first time they step foot in San Francisco

Welcome to the place dreams are born!

Pasha Khoshkebari: Flight to YC

@lucashjin and 60 more of us

garrytan
garrytan @garrytan
I love how their core canon is the Karen Hao book that spread all the lies about water in AI data centers (it was so wrong they had to retract that claim, and yet it is still repeated everywhere)

sarah 😾: Proof SF is a bubble. I wonder if there were protests and flyers when cars surpassed the horse and buggy and the printing press was replaced by digital media. Innovation inevitably leaves people behind.

petergyang
petergyang @petergyang
Jason is a DevEx engineer at OpenAI who wrote the official guidebook on how to use Codex for work.

In tomorrow’s episode, he showed me his complete Codex work system, including how to:

→ Run a chief of staff across Slack and email
→ Turn past sessions into new skills and workflows
→ Build sites to learn anything, like the drums

📌 Subscribe to get the full episode tomorrow: https://www.youtube.com/@PeterYangYT?sub_confirmation=1
petergyang
petergyang @petergyang
Retweeted
Peter Yang Peter Yang
Jason is a DevEx engineer at OpenAI who wrote the official guidebook on how to use Codex for work.
In tomorrow’s episode, he showed me his complete Codex work system, including how to:
→ Run a chief of staff across Slack and email
→ Turn past sessions into new skills and workflows
→ Build sites to learn anything, like the drums
📌 Subscribe to get the full episode tomorrow: https://www.youtube.com/@PeterYangYT?sub_confirmation=1
garrytan
garrytan @garrytan
Retweeted
Y Combinator Y Combinator
gm startup school
garrytan
garrytan @garrytan
Retweeted
Suhail Suhail
Re Supporting open source does not mean you must open source. I know you know that. So, if this is how you're making yourselves feel better in Anthropic Slack, this is quite concerning.
You don't need to open source anything but spending 10s of millions lobbying and doomsdaying people's open source work is a major problem I will never stop fighting your company on.
garrytan
garrytan @garrytan
Retweeted
Michael Dell 🇺🇸 Michael Dell 🇺🇸
What @tobi is doing here is remarkable: running GLM-5.2, a 753B-parameter AI model, locally on a Dell Pro Max with GB300 at 40 tokens per second.
No data center. No API. No cloud.
Unmetered intelligence. Frontier-scale AI is becoming personal.🚀
tobi lutke: Thank you @nvidia for the hookup on this DGX Workstation. This will crunch a *lot* of high quality tokens here!
This thing is a total beast.
rauchg
rauchg @rauchg
http://x.com/i/article/2080484722204131328
garrytan
garrytan @garrytan
Retweeted
Ankit Gupta Ankit Gupta
My introduction to startups (that I didn’t act on for 4 years) was in my freshmen year of college in 2013 when I attended startup school.
Can’t wait for an incredible group of students to share that experience (except 100x better than it used to be)
Y Combinator: gm startup school
mattshumer_
mattshumer_ @mattshumer_
Retweeted
Peter Lewis Peter Lewis
No one realizes how quickly our world is going to change…
Frontier AI models are crafting games like you see below in a single pass from a single prompt.
Buckle up, the future is EXCITING!!!
Matt Shumer: Claude Opus 5 one-shotted this game.
EVERYTHING you see in this demo is custom code... not a single external asset was used.
AI games are going to be amazing.
(sound on)
garrytan
garrytan @garrytan
Retweeted
Kulveer Kulveer
YC startup school 2026 is insane.
7k attendees, 3774 students flew in from around the world.
Getting ready to hear @garrytan kick it off!
garrytan
garrytan @garrytan
Retweeted
Zach Graves 🍞🎪 Zach Graves 🍞🎪
Powerful energy here in SF @garrytan @ycombinator
garrytan
garrytan @garrytan
Retweeted
max max
YC Startup School 2026 is live!
mattshumer_
mattshumer_ @mattshumer_
IMO it really sucks for those who have put their lives into game dev... but ppl burying their heads in the sand are doing themselves (and others) a disservice.

The sooner people are aware of what's coming, the sooner they can position themselves well.

Chris: As I’ve been saying for the past 6 months the end of indie gaming studios is nigh. Soon it will be in the people’s hands.

This is why I love Matt as well, he doesn’t produce slop. He pushes AI models to the max and makes all other demos look like absolute slop.

garrytan
garrytan @garrytan
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Boris Jabes Boris Jabes
Jensen: we always approached problems with the attitude of “how hard could it be?”
Evergreen startup advice from #ycsus26
garrytan
garrytan @garrytan
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Brad Flora Brad Flora
#YCStartupSchool dropping in to say hello to a builder doing an office hour with AI Brad. He said AI me was asking good questions about his GTM motion!
amasad
amasad @amasad
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Susan Zhang Susan Zhang
open weight models are indeed Very Useful! i think we all benefit from extra free data floating around in the ecosystem, even when we're totally not intentionally taking advantage of these open models at all, they will still show up and help improve our systems, crazy useful!
Julian Schrittwieser: @satyanadella funny to see people jump to the conclusion I must want to ban open weight models.. I actually think open models can be very useful!
But it’s interesting how some historically extremely anti-open source companies are suddenly all in favor of openness 🤔
garrytan
garrytan @garrytan
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Ti Morse Ti Morse
My first interview with @sama, Co-Founder of @OpenAI.
0:04 How to start a startup
3:30 Trusting exponentials
4:57 Operating in chaotic environments
6:12 Learning to enjoy painful experiences
8:03 Creating abundant intelligence
11:15 Keeping core suppliers on OpenAI’s timelines
12:10 Invention of the joint-stock company
15:30 The best CEOs aren’t sociopaths
16:46 We are in the singularity
18:09 AI authoritarianism vs liberty
19:24 Texting 300-400 people a day
20:32 Having a small number of deep beliefs about the future
21:41 Critical path
22:25 Thinking about what’s next
23:38 Getting on planes in marginal situations
28:16 Buying lots of compute
30:51 Ambition
34:00 Google shouldn’t have let OpenAI survive
37:54 Having his life shot through a cannon after the launch of ChatGPT
41:20 The growth of Codex
42:02 The Death Star tweet
44:46 Status games and desire to be useful
47:57 Not being ambitious enough on compute investments
50:26 Execution
51:45 Ask for what you want
54:11 First few weeks of OpenAI
55:15 Shutting down Sora to focus on Codex
57:44 Designing beautiful products
59:01 Getting addicted to TikTok
1:01:03 Inventing a new device
1:02:53 Try to get better at your strengths
1:05:57 Masa is an n of 1
1:07:11 Real trends vs fake trends
petergyang
petergyang @petergyang
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Gokul Rajaram Gokul Rajaram
Your Ceiling Is Delegation
@jess__yan , product lead for Claude Managed Agents, Anthropic, interviewed by @petergyang (Behind the Craft)
Summary: Jess Yan leads Claude Managed Agents at Anthropic, and her core claim is that agents have crossed from prompting loops into autonomous, long-running coworkers you can load with work overnight. How much you can delegate at once now caps your output more than your personal capacity does. The fastest path to value is making one person exponentially more powerful, then scaling from there.
1. From Loops To Coworkers. Agents stopped being prompting loops and became autonomous, self-recovering, long-running actors. Once they were just question-and-answer loops; now they hold permissions, access to internal tooling and sensitive data, memory, and the judgment to know when to keep going versus ask a human. The harness, meaning the scaffolding around the model that runs tools, calls memory, and decides when to pull a human in, is what turns raw token-sampling into a product. As the tasks get more ambitious, the harness gets thicker while the prompt stays simple.
2. The Ceiling Is Delegation. The new limit on what you get done is how much you can delegate at once. Yan puts it directly: the limits of what we can achieve will be based on how much we can delegate, more than on our personal capacities. The working model is to set tasks overnight and wake up to a resolved backlog and squashed bugs. Load agents up with work the way you would brief a partner.
3. Outcome Is The New Output. Structured outputs used to mean forcing rigid JSON and gluing it together by hand. Now the outcome itself is the spec: describe the rich, interactive thing you want and let the agent self-correct its way there. Yan calls this a tastemaker's assessment of what good looks like. You set the standard, the agent iterates to hit it, grinding a predictive model until it clears 90% accuracy. The skill shifts from writing formatting instructions to defining the standard.
4. Empower The Individual First. The mistake enterprises make is jumping straight to automating a 20-team, multi-month workflow. Yan's counter is to make one person exponentially more powerful first, giving them agents that do the design work or handle the dependency request they would have waited on a human for. You end up with a bunch of one-person startups inside a large company. Raise the ceiling on what individuals can ship alone, then go after the mega-processes.
5. Spin Up, Throw Away. Treat agents as disposable. Yan keeps a different agent running every couple of weeks, each suited to the task of the moment, and discards it when the need passes. One example: a 4,000-org waitlist full of duplicates and junk, where she built an agent with access to internal systems to parse it, score who was likely to convert, and pull people in daily, knowing the whole thing would be obsolete in a few weeks. It does not have to be productized. It has to work now.
6. Vibe Test Before You Eval. Get the agent into real users' hands before building formal evals. Yan says vibe testing is the most important first step. You outgrow it once you cannot aggregate vibe signals at scale, and that is when evals come in: binary pass/fail, LLM-as-judge scoring, and triggering evals that check a specific action actually fired. Do not burn weeks on eval scaffolding before anyone has touched the thing.
7. Agents Grading Agents. Let agents evaluate their own work, ideally in a separate context window to avoid bias. Claude Managed Agents can pull the eval loop directly into the session, so the agent grades its outputs and revises before a human ever looks. Yan's own loop mirrors what builders do in Claude Code: generate, have another agent judge, regenerate if the grade is bad. Self-correction inside the loop beats stringing together human checkpoints.
8. Always-On Agents. A real coworker does not wait to be asked. Yan runs agents that monitor Slack channels, summarize customer activity, and surface things on their own through triggered events and cron jobs, constantly refreshing context so they stay as current as she is. The two sources of power are the level of data access you grant and an interaction style she describes as humanlike and proactive. An always-on agent has to pop up at the right time, in the place the work already lives.
9. I Talk To Claude More Than Coworkers. Yan admits she talks to Claude more than her teammates, spending therapy time wrapping her head around thorny concepts before a meeting. The effect is that she arrives with a real opinion and baseline research already done, so conversations with colleagues start at a deeper level. Anthropic even tags Claude into API design reviews as a neutral judge when the team hits an impasse. The agent uplevels human conversations rather than replacing them.
10. SaaS Goes Hyper-Vertical. As models absorb broad domain expertise, the value moves to incredibly specific, niche use cases. Picture an accounting agent built just for solopreneurs. The durable shared asset becomes context patterns and task-orchestration patterns that travel across these narrow agents. The products that survive are the ones that meet users exactly where their workflow already lives.
11. Software Lives In Chat And Code. The interface is collapsing into chat and the coding environment. Yan's point: you bring your personal agent, loaded with your contacts and context, and let it go deal with someone else's agent, instead of filling out forms on a website. Everyone is becoming an engineering team, so work increasingly lives in Claude Code and in chat. Build where the agents already are.
garrytan
garrytan @garrytan
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eve eve
jared built the office hour simulator himself.
he definitely won’t want me to say it because he’s too humble. he did it while also advising yc companies and leading the software team at yc.
it’s hard to describe how deeply he cares about bringing joy to builders. we both draw a lot of inspiration from walt disney, and jared is the closest thing i know to an imagineer.
Brad Flora: #YCStartupSchool dropping in to say hello to a builder doing an office hour with AI Brad. He said AI me was asking good questions about his GTM motion!
garrytan
garrytan @garrytan
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britton britton
jensen gave the best advice for CEOs about company building today at YC startup school
F1 teams build the car for the driver.
Founder is the driver.
win your race - build to win
(someone will clip the quote when the vid is up)
garrytan
garrytan @garrytan
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Aaron Epstein Aaron Epstein
“This is absolutely the single greatest time to start a company, I’m jealous of all of you” @JensenHuang at Startup School
garrytan
garrytan @garrytan
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Ahmed Karrar Ahmed Karrar
Biggest takeaways from @JensenHuang CEO @nvidia at the @ycombinator startup school!!
> You don’t have to change your personality or behavior when you become CEO.
> You are building an F1 racer that you are going to drive so you need to build it the way you want to drive it.
> Systems understanding, awareness, and design is crucial (most of the low level things are going to be automated)!!
> Understand agent as AGENT is the new software!!
> AI automates task and dose not necessary eliminates jobs as the job of a person has a purpose hence why AI will create more jobs than taking jobs!
> The ChatGPT movement of robots happened already! Robots walking around, reinforcement learning happened years ago and it helped us open our thinking!!
> DONT BE INTROVERTED “took me until 2026 to have my first post on X”
Message he would send to his 18-20 year old self:
> Everyday day the world is changing and this is the best time to start a company!
> Don’t imagine how hard it can be just get going on working at it!!
> Believe in your ability to LEARN.
> It is going to be hard just have the believe that you can overcome TODAY.
RESILIENCE IS THE MOST IMPORTANT THING.
Truly grateful for this opportunity thanks @ycombinator!!
If you enjoyed this be sure to like and follow as I will make sure to do write all takeaways from the speakers today.
amasad
amasad @amasad
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Packy McCormick Packy McCormick
Anthropic is an ideologically captured organization seeking regulatory capture to protect both their business and their ideology.
Packy McCormick: AI is Oil, Not God
&#34;We should not tax every American business by forcing them to pay the storyteller to protect them from the story.&#34;
https://www.notboring.co/p/ai-is-oil-not-god
garrytan
garrytan @garrytan
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Boris Jabes Boris Jabes
Boris (from Claude Code): you should delete your system prompts and skills every 6 months and see what the new models do
amasad
amasad @amasad
I find them baffling even to me. Especially bad for the ADHD brain.

Ethan Mollick: Try to teach a novice Code or Codex and you will realize how baffling they are to many.

They assume you know model names & thinking levels & projects vs. folders & skills & plugins & connectors, etc.

Even just clicking "+" can lead to a flood of complexity. Much is undocumented


garrytan
garrytan @garrytan
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Jared Friedman Jared Friedman
Doing a little Claude Coding while watching @bcherny at Startup School. It's such a treat to get meet the creator of a product you use every day.
garrytan
garrytan @garrytan
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Jared Friedman Jared Friedman
Re Could not have done it without essential help from the awesome team at YC: you @eve_bouff, @raphaelschaad, @evansolomon, and @aaron_epstein all contributed key pieces.
Also couldn't have done it without the incredible products built by YC alumni that power the experience: @lina_colucci, @bryantchou, @sumanyu.
amasad
amasad @amasad
Just deployed a new chess engine; we're closing in on an estimated 1200 Elo.

The goal is to get it to 2000+, while keeping the constraints:

1. One small finetuned LLM (no custom pretraining or architecture)
2. The model has to produce the moves with no chess engine assistance

If you relax these constraints, it gets much easier.


Amjad Masad: If you want to play my chess engine (WIP): https://qwen-chess.replit.app/

It already seems to perform better than frontier models on chess.

It’s fine-tuned on 2M stockfish-labeled positions, then short GRPO RL pass.

Documentation/tutorial with all the experiments and annotated code.
garrytan
garrytan @garrytan
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Diana Diana
just went on stage with @bcherny for startup school
and he had a special announcement for all 6k+ attendees: free claude max 20x accounts for 6 months!
thank you!!
garrytan
garrytan @garrytan
YC Startup School 2026 just got going

3x bigger than last year

We made this event for first time very technical young people to come to SF and figure out if starting a company is for them

Let you in on a secret: it is
garrytan
garrytan @garrytan
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Paul Graham Paul Graham
For all the young founders who told me two or three years ago that they had to drop out of school to start companies at that moment or it would be too late:
Aaron Epstein: “This is absolutely the single greatest time to start a company, I’m jealous of all of you” @JensenHuang at Startup School
garrytan
garrytan @garrytan
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spor spor
game day in the center of technocapital
garrytan
garrytan @garrytan
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Sanjana Friedman Sanjana Friedman
FOLLOW YOUR DREAMS
rauchg
rauchg @rauchg
I started doing all my research with agent CLIs and the filesystem. A 📁 𝚛𝚎𝚜𝚎𝚊𝚛𝚌𝚑/ folder, an 𝙰𝙶𝙴𝙽𝚃𝚂.𝚖𝚍 describing the format I like and best practices. Then launch my agent and ask a question.

No fancy apps, knowledge graphs, UIs. The agent can be asked to find and correlate knowledge from previous sessions. Scales to infinity. The folder can be synced via iCloud, git, etc.

If I want to share some outcome, I can ask the agent to render a cool HTML report and deploy it to Vercel. The "software" that powers this is English in 𝙰𝙶𝙴𝙽𝚃𝚂.𝚖𝚍.
garrytan
garrytan @garrytan
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Jared Friedman Jared Friedman
Deploying code live in the middle of startup school with @WhatKindOfKat to make the event better. YC really is just a big startup.
garrytan
garrytan @garrytan
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Grace Tang Grace Tang
“founder mode can last 34 years, from zero to 5 trillion” - @JensenHuang
might become a jensen huang stan ngl. thanks yc startup school, cool to see him talk!
garrytan
garrytan @garrytan
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Joe Hu Joe Hu
Personal AGI.
swyx
swyx @swyx
cognition buying poke is the kind of quick @ScottWu46 acquisition that makes more sense with each passing day

Phil 🍵: we installed claude tag and now someone on the team needs to tell it to shut up every 30 minutes



rauchg
rauchg @rauchg
The (software) factory is the product. Your product is only as good as the agents you set up to autonomously maintain it.

This is what @elonmusk figured out about Tesla, and it's now true for the software world.
garrytan
garrytan @garrytan
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Jonathan Ouyang Jonathan Ouyang
I never thought I would see a stadium so full of entrepreneurs and builders. Shoutout @ycombinator
garrytan
garrytan @garrytan
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eve eve
“so why do you work at yc?”
garrytan
garrytan @garrytan
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Sammy Tourani Sammy Tourani
&#34;A father built a digital brain out of 80,000 markdown files containing every seizure log, doctor's note, lab test, and medication his son ever had, and fed it into an Al to get answers.
Nobody would have ever built that for him. But he built it for himself.
One laptop. One Al agent.
That's the real power of Al.&#34;
- Garry Tan @ycombinator
petergyang
petergyang @petergyang
My friend Kun gives some of the best analysis on models there is, read it below:

Kun Chen: opus 5 is a VERY interesting release for a few reasons

1. it showed that the general benchmarks we use today are almost completely useless now

opus 5 is nowhere near fable in practical use, not even close. anyone who’s used it meaningfully can tell this very quickly after a few
garrytan
garrytan @garrytan
Retweeted
tax the poor tax the poor
California YIMBYs do genuinely need to find a way to get rid of prop 13, it’s basically statewide rent control and subsidization of boomers by working age people
tax the poor: Get rid of their property tax/rent caps and watch them become the biggest YIMBYs on the planet
garrytan
garrytan @garrytan
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aiden aiden
incredible breakout session from garry tan at startup school, transformed my entire point of view on ai agents.
for my homework tonight: creating my shelf 🫡
garrytan
garrytan @garrytan
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Zac Burton Zac Burton
Re @JensenHuang & @garrytan at YC Startup School;
“Controllability of agents will be the next breakthrough”
He’s referring to how a simple word change in an md file (for example) could significantly perturb agent actions.
Interesting area!
swyx
swyx @swyx
lmao @ClementDelangue doing the 🇳🇴


Era Qian 👩‍🚀🔎: 🎉 Today’s the day! About 500 open-source builders are coming together

Join us to support the Open Weights Movement. Bring friends and good vibes! Meet all the gladiators pushing the open AI frontier 💪🏻




garrytan
garrytan @garrytan
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Henry Zhang Henry Zhang
Genuinely amazing talk.
rauchg
rauchg @rauchg
http://Eve.dev is more fundamental than any other framework we’ve built.

It’s the genesis of your company. When you have a new idea, don’t think: “I’ll go to an agent and ad-hoc prompt.”

Think: how can I build the factory that will start, maintain and grow my idea

Guillermo Rauch: The (software) factory is the product. Your product is only as good as the agents you set up to autonomously maintain it.

This is what @elonmusk figured out about Tesla, and it's now true for the software world.

garrytan
garrytan @garrytan
Thank you @JensenHuang

Your lessons are an incredible gift to the next generation of entrepreneurs
garrytan
garrytan @garrytan
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Jake Roggenbuck Jake Roggenbuck
Interesting to hear about @bscholl’s “Confusion List”, where he kept track of topics that he didn’t fully understanding at first principles. He’d try to take an item off that list each week, except this list kept growing, but he still found it useful.
Startup School is great so far! Looking forward to tomorrow.
@ycombinator @boomsupersonic
garrytan
garrytan @garrytan
Legends @JensenHuang @bcherny @sdianahu

Startup School is so special
garrytan
garrytan @garrytan
From photographer future founder at Startup School 2008 to this today

Look ma, I made it


Garry Tan: In 2008 I showed up to Y Combinator Startup School to take photos of speakers and learn how to start a startup.

I was an engineer and designer and had never started a company before.

garrytan
garrytan @garrytan
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britton britton
which way western man?
garrytan
garrytan @garrytan
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Alex Hernandez Alex Hernandez
Fantastic breakout session with @dflieb at @ycombinator #YCStartupSchool ‘26! Great advice, amazing co’s and founders. Super grateful to be a part of it.
garrytan
garrytan @garrytan
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Cristian Dinuta Cristian Dinuta
spinoza would have loved gstack
garrytan
garrytan @garrytan
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Diana Diana
thx @JeffDean! we ended on my favorite question
someone in this room will build something as foundational as MapReduce or the TPU
what problem do you hope they picked?

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