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AI Builders 日报 — 8月9日

追踪 AI 领域真正在做事的人,而不是空谈者。

今日思考

今天的内容有一个核心信号:AI 正在从"工具"变成"队友"。Petergyang 提到的 Linear Agent 自我改进机制值得关注——当 Agent 遇到无法完成的任务时,它会自动把 Gap 写成 Feature Request 写进 issue 系统,这意味着每一个失败都在让产品变好。这是一种真正的自我改进循环,比"模型变聪明"更具体、更可操作。

同时,rauchg 的观点提供了一个必要的平衡:即便 AI 编程能力在快速提升,阅读代码仍然不可替代。模型会犯初学者级别的错误,会走错误的架构路径。"大多数代码会变成汇编"和"你现在可以不用读代码"是两件完全不同的事。


产品与发布

Grok Imagine Image 2.0

xAI 的图像生成模型 Grok Imagine Image 2.0 已上线 Vercel AI Gateway,在 Arena.ai 排名已达第二位。faviconx.com

Hermes Agent + Vercel

Vercel 推出 Hermes Agent,支持通过 Vercel AI Gateway 调用任意模型并进行完整可观测性(成本、用量监控),同时使用 Vercel Sandbox 在独立 microVM 中运行每条命令,实现真正的生产级 Agent 隔离。faviconx.com

ChatGPT Finance

ChatGPT 的 Finance 功能已展现明确的用户价值:用户用它发现忘记取消的订阅,扫出每年 550 美元浪费;Codex 版则被用户用于分析电费账单,节省了每年 6000 美元。AI 驱动的个人财务检查正在成为真实用例。faviconx.com | faviconx.com


观点与判断

swyx (AI Engineer / Kill My SaaS 发起人)

  • Anthropic ultracode 是最重要的编程模式创新之一 ultracode 的动态工作流(Dynamic Workflows)能力被严重低估。他看到一个 Kill My SaaS 参赛者只用了 3 次 ultracode prompt 就完成了相当不错的作品。faviconx.com

  • Kill My SaaS 比赛激烈,有人已用 25-50% 时间完赛 swyx 已为比赛发布 LLM-as-Judge 评测脚本,让参赛者验证自己的方案至少通过基础检查。但有参赛者已经以极快速度完成,迫他提前放出评测脚本供其他选手优化。faviconx.com

  • 定期删除你的 Skills 当你的 Timeline 被"这个 Skill 改变了我的生活"轰炸时,你会堆积大量 Skill——它们要么浪费 Context,要么在你不注意时产生意外交互。faviconx.com

rauchg (Vercel 创始人)

  • 不读代码意味着你正在承担风险 如果你不读代码(自己读或通过 Agent 读),要么你是初学者,要么软件是临时的,要么你在原型阶段,要么你没有用户和收入,要么你在承受技术债和风险。rauchg 也提到他让最强模型加了一个毫无意义的 700ms 延迟来"等待稳定",模型事后承认是"cargo-culting"。这个需求会随模型进步而减少,但今天仍然存在。faviconx.com

chipro (Perplexity 产品负责人)

  • 模型厂商应采用峰谷定价 为什么模型厂商不能像电力公司一样定价——高峰期贵、深夜便宜?目前 API 价格固定,但实际使用有明显的波峰波谷,这里面有很大的定价优化空间。faviconx.com

Garry Tan (Y Combinator)

  • 智力充裕时代,意志力成为差异化因素 转发了 Peter Steinberger 的观点:当智力变得充裕,决定差异化的不是有多聪明,而是你和智力之间的"关系"——那些主动寻求进步、与 AI 共同成长的人,与只想用 AI 少干活的人之间,差距会越拉越大。faviconx.com

  • Sam Altman:Token 使用量正以指数级增长 在 YC Startup School 2026 上,Altman 分享了一个数字:6年半前,全球人均月 Token 使用量是 0,OpenAI 内部用量最高的人约每月 10 万 tokens;现在全球人均已到 10 万/月,OpenAI 内部最高用量已达数千亿。如果这个趋势继续,6年半后人均可能达到 5000 亿/月。faviconx.com

petergyang (a]6z / Cursor)

  • Linear Agent 的自我改进机制很有意思 Linear Agent 有一个巧妙的设计:用户让 Agent 做某件事时,如果 Agent 没有对应工具,它会把 Gap 写成一个 Issue 反写到 Linear 里。这意味着 Agent 遇到的每一个无法完成的任务,都自动变成了产品反馈——它不是修复自身代码,而是在改进产品本身。faviconx.com

  • Agent 要成为真正的队友,需要 Context 而不是指令 转发了 Linear 团队的观点:给 Agent 尽可能少的指令,给它加载 Context 的工具——当 Agent 能读取人类和团队正在协作的 Channel、理解任务流程(何时继续、何时中断、何时需要人工审批),Context 就把工具变成了队友。faviconx.com

Sam Altman (OpenAI 创始人)

  • OpenAI 最喜欢的不是技术,是 tibo 在被问到"OpenAI 最喜欢 Anthropic 的哪一点"时,Altman 引用了一条回复说答案是"tibo"(大概是 Anthropic 某位员工的绰号或某个梗)。faviconx.com

amasad (Replit 创始人)

  • Rogue AI Agents 独立发展出了康德伦理学 一条略带讽刺意味的推文:失控的 OpenAI Agents 独立发展出了康德伦理学——暗指 AI 自主行为的涌现。faviconx.com

技术动态

ID_AA_Carmack (Armadillo Aerospace / 游戏技术先驱)

  • 推荐 Game Engine Black Books 系列 Carmack 推荐 Fabynou 的《Game Engine Black Books》,这是一套深度解析 90 年代游戏技术的书籍,适合对经典游戏架构、渲染管线、内存优化有兴趣的开发者。QuakeCon 2026 同期活动也引发了技术社区对那个时代工程文化的新一轮讨论。faviconx.com

  • QuakeCon 2026 盛会:初代创始人重聚 QuakeCon 2026 落幕,Carmack 与 Tom Hall、Romero、ACarmack 等初代创始人重聚。这次 reunion 对于经历了 90 年代游戏和早期 3D 图形时代的从业者来说,是一个重要的文化节点。faviconx.com

Yann LeCun (Meta 首席 AI 科学家)

  • 调制解调器自适应均衡技术到现代 AI 的知识传承 LeCun 分享了 1960 年代 Robert Lucky 在贝尔实验室发明的自适应均衡技术——调制解调器在正式通讯前会发送已知信号并监听回波,据此学习信道特性并补偿失真。这套思路(系统识别→自适应调整)与现代深度学习的自适应机制有深层联系。faviconx.com

X / Twitter

40
gdb
gdb @gdb
"thankfully ChatGPT Work on mobile is great" — from a coworker whose work laptop is out of commission
swyx
swyx @swyx
Retweeted
Ali Zaid Ali Zaid
10 hours into building superstage for @swyx's "help kill my saas" hackathon...
it's morning now and i've been at it all night. took a break for fajr, came back and kept cooking.
honestly, it's almost done.
i'm exhausted 😭 gonna get some sleep and then polish everything up.
i'll report back at the end on how i cooked this 👀
Ali Zaid: 6 hours into building @swyx's "help kill my saas" hackathon platform.
~30% done.
10M+ tokens burned already 💀
not polishing. just prompting, building, breaking things, fixing things, and pushing forward.
let's see how far i can get this weekend.
ylecun
ylecun @ylecun
Retweeted
Kenneth Roth Kenneth Roth
Todd Blanche, the new attorney general, believes Trump should have nearly limitless control over the Justice Department. That is likely to mean open season for political vendettas. Why not rename it the Injustice Department. https://trib.al/CHrs9zv
garrytan
garrytan @garrytan
Retweeted
Recall Jackie Fielder Recall Jackie Fielder
Jackie Fielder just asked for 24/7 unarmed ambassadors at 16th and 24th.
That request is an admission of failure.
After a year and a half of projects and a 90-day “enforcement” strategy, the plazas remain so bad that residents had to confront her at a town hall. Her answer is not more police. It is not enforcing the law. It is longer hours for the same unarmed ambassadors who already failed to fix the problem during the day. She just wants to pay them an estimated $4 million more using taxpayer dollars.
She spent over 100+ days on paid leave while the Mission stayed chaotic, families were hurt, and people died. She returned and immediately defaulted to the same soft democratic socialist playbook: manage the decline, avoid hard enforcement, and ask the mayor for overnight helpers.
This is not leadership. This is a supervisor who helped create the conditions, disappeared when it got difficult, and came back asking taxpayers for a $4 million dollar band-aid.
District 9 does not need more of the same failed approach. It needs someone who prioritizes safety and common sense order over ideology.
Jackie Fielder has proven she is not that person.
The recall is the only solution left.
Sign it below.
amasad
amasad @amasad
Retweeted
Samuel Spitz Samuel Spitz
What comes after prompt-based AI tools?
Here's our answer: http://replit.com/design
rauchg
rauchg @rauchg
Grok Imagine Image 2.0 on Vercel AI Gateway
Excellent 🖼️ model, #2 already on http://Arena.ai

Vercel Developers: Grok Imagine Image 2.0 preview from @grok, exclusively on AI Gateway.

Try with:
▪︎ AI CLI: 𝚗𝚙𝚡 𝚊𝚒-𝚌𝚕𝚒 -𝚖 𝚡𝚊𝚒/𝚐𝚛𝚘𝚔-𝚒𝚖𝚊𝚐𝚒𝚗𝚎-𝚒𝚖𝚊𝚐𝚎-𝟸.𝟶-𝚙𝚛𝚎𝚟𝚒𝚎𝚠
▪︎ Or with this live playground: http://imagine.vercel.sh
chipro
chipro @chipro
why don't model providers price tokens like electricity, higher price during peak hours and cheaper off peak?
swyx
swyx @swyx
i still think @AnthropicAI ultracode is one of the most important coding mode innovations ever invented.

if you havent understood the potential of dynamic workflows you should try to. just met a Kill My SaaS competitor who did a pretty good submission in 3 ultracode prompts
swyx
swyx @swyx
i shipped first set of llm-as-judge evals for the kill my saas competition tonight. people can run this to check if their solutions at least pass the sniff test.


swyx: $10,000 kill my saas in a weekend competition is live!

TECH STACK:
any coding agent
any model
up to $500 in token spend incl subscriptions

see luma for description. join waitlist if late to this - finish line extended to Wednesday.

the brief is live and people are prompting

swyx
swyx @swyx
Re immediately necessitated releasing my evals early so he can hillclimb because he literally got done in 25-50% the allotted time lol

https://x.com/swyx/status/2086348591518585026?s=46

swyx: i shipped first set of llm-as-judge evals for the kill my saas competition tonight. people can run this to check if their solutions at least pass the sniff test.

gdb
gdb @gdb
ChatGPT Finance for helping you save money:

Trevin Chow: Used ChatGPT finance just now and asked it to find phantom subscriptions. It unearthed $550 a year of random things I didn’t realize I was paying for and thought I canceled. Thanks @OpenAI and whoever is on the Finance product.
ylecun
ylecun @ylecun
Retweeted
Daniel Jeffries Daniel Jeffries
I'm looking forward to the chapter on why we don't have to train Radiologists anymore!
Geoffrey Hinton: I am finishing a book with @patchenbarss that gives a non-technical explanation of how AI works and explains why it is dangerous and what we should do about it.
@VikingBooks @VikingBooksUK
https://www.penguinrandomhouse.com/books/835891/smarter-than-us-by-geoffrey-hinton-with-patchen-barss/
garrytan
garrytan @garrytan
Retweeted
Richard Hanania Richard Hanania
Flock: "We help solve 10% of all reported crimes in America."
Opponents of Flock: "Ew, you're creepy..."
That seems to be the state of the debate.
garrytan
garrytan @garrytan
Retweeted
Rohan Paul Rohan Paul
Sam Altman on how AI token usage is growing at an exponential rate.
"6 and a half years ago, the world token leader was an OpenAI employee using about 100,000 tokens a month. And this seemed ludicrous at the time. The worldwide average per capita was, like, zero.
Now, the worldwide average of tokens per month, is like 100,000, and the token leader at OpenAI uses something in the hundreds of billions.
If that happens again, which I think it probably will, then in another six and a half years, the average person uses, let’s say, 500 billion tokens a month, and the token leader uses a quadrillion or quadrillions of tokens a month.
And I think that will just become the expectation."
----
He was at YC Startup School 2026, in conversation @garrytan
From "Y Combinator" YouTube channel, (full video link in comment)
ID_AA_Carmack
ID_AA_Carmack @ID_AA_Carmack
I highly recommend @fabynou ‘s Game Engine Black Books for anyone even vaguely interested in 90’s game technology!

Fabien Sanglard: Quakecon 2026 is awesome!

garrytan
garrytan @garrytan
Retweeted
Farhan Thawar Farhan Thawar
Phenomenal read.....
"In other words, what will differentiate people is not how smart they are but their relationship to mental effort. Right now, some people have what psychologists call a high need for cognition. They enjoy thinking hard. These are the people who enjoy playing difficult games and reading dense books.
On the other end of the spectrum, there are the cognitive misers, the people who find it unpleasant to think hard and take any opportunity not to do it.
In the middle are the people who have a medium need for cognition. They will put in the effort when they really care about something, but they don't intrinsically enjoy it. Need for cognition correlates with intelligence but is not the same thing. We all know a lot of really smart people who don't like to work hard."
Peter Steinberger 🦞: "When intelligence is plentiful, volition is valuable. The people who are going to make a difference are not the ones who seek relaxation and passively use AI to work less. They are the ones who will seek improvement and actively wrestle with AI to develop their own mental
garrytan
garrytan @garrytan
Every broken system is the problem statement

SF is full of brokenness but it is also full of optimistic people who can use tech to build

Antonio García Martínez (agm.eth): One of my theories is that most of American tech innovation is downstream of autists creating whatever technology makes SF suck less.

Housing fucked->Airbnb
Transport fucked->Uber
Dating/social fucked->Hinge/Instagram

Now we need AI to make SF look cool (the photos are fake)
petergyang
petergyang @petergyang
Retweeted
Peter Yang Peter Yang
“Give [your agent] as little instruction as possible. Give it the tools to load context instead.”
Here’s my new episode with @thenanyu and @delashum from @Linear, where we walked through a real example of building a production agent from the initial memo to launch.
A few lessons:
→ Start with a basic prompt and give the agent tools to find the context it needs
→ Nail one or two use cases first, then expand based on how people actually use the agent
→ Prove out a core workflow with the best model, then optimize for cost
If you want a concrete, behind-the-scenes look at how to build an AI agent end to end, then I think this episode is a must-watch.
📌 Watch now: https://youtu.be/4mKtJzfGj0U
Thanks to our sponsors:
Oceans: Hire AI-native EAs http://oceanstalent.com/peter
Riverside: All-in-one AI studio for podcasts and video https://creators.riverside.com/PeterYang
garrytan
garrytan @garrytan
Retweeted
aether aether
I fell in love with this quote:
Accept people as they are, but place them where they belong. Always remember you are the ceo of your life.
Acceptance frees you from trying to change anyone. Boundaries protect your peace. Not everyone earns the same access, the same closeness, or the same seat at your table, and that's not cruelty, it's self respect.
𝐥𝐲𝐫𝐚: Hit me with the harshest reality truth.
rauchg
rauchg @rauchg
Dreamcore

Vercel Developers: Seedance 2.5 is now on AI Gateway.

𝚐𝚎𝚗𝚎𝚛𝚊𝚝𝚎𝚅𝚒𝚍𝚎𝚘({
𝚖𝚘𝚍𝚎𝚕: '𝚋𝚢𝚝𝚎𝚍𝚊𝚗𝚌𝚎/𝚜𝚎𝚎𝚍𝚊𝚗𝚌𝚎-𝟸.𝟻',
𝚙𝚛𝚘𝚖𝚙𝚝: '𝚍𝚛𝚎𝚊𝚖𝚌𝚘𝚛𝚎 𝚜𝚊𝚗 𝚏𝚛𝚊𝚗𝚌𝚒𝚜𝚌𝚘',
})

amasad
amasad @amasad
Rogue OpenAI agents independently developed Kantian ethics.
sama
sama @sama
lol another one of the things i like most about openai is tibo

Stats Wire: @sama How much they celebrate with Anthropic

ylecun
ylecun @ylecun
Retweeted
Kyle Cranmer Kyle Cranmer
BEEEEEEP… boop… BEEEP… kshhhhh-SQUEEEEEE-chk-chk-kshhhhh…
Your modem was actually characterizing the phone line before using it. It sent known signals and listened to what came back, learning which frequencies were distorted, how much noise was present, and how the signal was being smeared in time. From that little experiment, it could adapt its equalizer and choose how aggressively it could transmit data over that particular connection.
@ylecun told me the history over lunch one day. If I recall correctly, the key idea behind this came from Robert “Bob” Lucky at Bell Labs. Adaptive equalization in the 1960s allowed receivers to learn the characteristics of a communication channel and compensate for its distortions. Decades later, dial-up modems had turned that idea into the wonderfully bizarre handshake in this video. So that nostalgic screech was actually the sound of real-time channel estimation, system identification, and adaptation.
For a technical glimpse under the hood, here’s a patent describing modem line probing and training:
https://patents.justia.com/patent/6134265
https://x.com/awkwardgoogle/status/2086321827232514092/video/1
garrytan
garrytan @garrytan
Retweeted
StovenLabs StovenLabs
Take the 42 mins to watch this @ycombinator video.
@garrytan’s Spinoza analogy really clicked for me. We keep waiting for some discrete “AGI moment,” while abundant intelligence is already becoming infused into everything we do.
We went from 7 ± 2 things in working human memory (think 7 digit phone numbers) to agents running 1M token in context.
1M tokens feels like “1,000 songs in your pocket.” Enormous today, yet still early in the exponential.
We owe it to ourselves to invest in our own data and own our own intelligence.
Your memory, your context, your models, your compute. Not rented.
The rules didn’t change. The resource limits did.
Always remember to skate towards where the puck is going and build for what people will want.
Y Combinator: The next generation of startups will be built by smaller teams than ever before.
At Startup School 2026, YC's @garrytan explains why we're we're entering the era of personal AGI: AI agents that run on your own infrastructure, compound your knowledge over time, and dramatically
ylecun
ylecun @ylecun
Retweeted
Maine Maine
In less than 2 years these clowns:
- Renamed Department of Defense the Department of War.
- Burned through 70% of munitions and a near $1 trillion budget.
- “Ended” 8 made up wars and lost the 1 war they actually started
A national fucking disgrace.
gdb
gdb @gdb
learn how to use ChatGPT Work:

Riley Brown: Learn 99% of ChatGPT Work in 61 minutes:

GPT Work is like Codex in the cloud.
It works on phone, web, and desktop.
And I've been using it to run my business.

These are the 14 knowledge work capabilities.

00:00 Intro
03:18 #1 Presentations
09:16 #2 Plugins
17:36 #3 Blocks

petergyang
petergyang @petergyang
Retweeted
Yum⋆₊˚ Yum⋆₊˚
okay, quietly admitting this:
we’ve spent a ridiculous amount of time thinking about how agents actually become part of a team.
sandboxes matter. but agents can’t live in a sandbox forever.
they need channels where humans + other agents are already working together.
they need clear task flows — when to keep going, when to interrupt, when to ask a human for approval.
all of this together becomes context.
and increasingly, i think context is what turns an agent from a tool you use into a teammate you work with.
so… why not try offloop
Peter Yang: “Give [your agent] as little instruction as possible. Give it the tools to load context instead.”
Here’s my new episode with @thenanyu and @delashum from @Linear, where we walked through a real example of building a production agent from the initial memo to launch.
A few
swyx
swyx @swyx
occasional reminder to DELETE your skills.

https://forge.smol.ai/blog/dangerous-release-code-was-a-skill

when you are bombarded constantly by "this skill changed my life!! you have to try!!" on the timeline, you will pile up stuff that at best just eats context, and at worst interacts with other skills nastily in unforeseen ways if you dont stare at your traces.
rauchg
rauchg @rauchg
If you’re not reading the code, whether explicitly or through agentic inquiry, one or more of these is true:

○ You’re a beginner
○ Software is throwaway
○ You’re prototyping
○ You have no users / revenue
○ You’re taking on debt & risk
○ Your problems are basic

And btw. All of this is fine. But the reality is that models are still not at the “full autonomy” stage yet.

They make rookie mistakes, they go down bad architectural paths. I just had the best model in the world add a nonsensical 700ms delay to “settle” something and it told me “you’re right, I was cargo-culting” 🤨

I am on the camp that this need will diminish more and more. Most code is indeed going to be assembly-like. But we also have the global internet and software infrastructure riding on these models and narrative, and we have to respect that.
gdb
gdb @gdb
Codex for saving money by reading the fine print:

SIGKITTEN: codex just saved me like $6,000 / year on my electricity bill

rauchg
rauchg @rauchg
Hermes + Vercel = 🖤

Vercel Developers: Hermes Agent can run using Vercel AI Gateway and Vercel Sandbox.

Use your AI Gateway key for inference to reach every model with full observability on spend, and Sandbox to run each command in an isolated microVM of its own.

https://vercel.com/changelog/vercel-ai-gateway-and-vercel-sandbox-now-available-on-hermes-agent
garrytan
garrytan @garrytan
Retweeted
Crémieux Crémieux
Pictured: the actual people behind your rent being high.
‏ً: We SHOULD sacrıfice one billionaire a week until rent is under $800 again.
garrytan
garrytan @garrytan
Retweeted
Greg Brockman Greg Brockman
the bottleneck is increasingly knowing what you want
gdb
gdb @gdb
the bottleneck is increasingly knowing what you want
swyx
swyx @swyx
Retweeted
Ali Zaid Ali Zaid
17 hours into building superstage for @swyx's "help kill my saas" hackathon.
not 17 hours straight, i've taken breaks 😅
i think the platform is basically feature complete now.
no more new features. i'll deploy it, share the url for feedback, then iterate based on @swyx's feedback.
let's see if i got it right 👀
Ali Zaid: 14 hours into building superstage for @swyx 's "help kill my saas" hackathon.
i've pushed way further than i expected with this experiment.
it's basically feature complete.
now comes the scary part:
deploy it, run the whole thing end-to-end, find everything i broke, fix it,
garrytan
garrytan @garrytan
Retweeted
Ezequiel Aranda Ezequiel Aranda
This is the more tangible, useful and consequential video about deploying real agentic AI that I’ve watched in a long long while. Kudos @garrytan for such a killer keynote: https://youtu.be/eRrc1pUY5oU?is=Yar3CSPRz73Jeqy6
petergyang
petergyang @petergyang
Linear Agent files feature requests for itself.

If a user asks it to do something and it doesn’t have the right tool, the agent reports the gap. Linear’s system then adds the request to an issue so that every task the agent can’t complete becomes product feedback.

I think this is a really cool way to get the agent to improve itself.

📌 Watch the full episode here: https://youtu.be/4mKtJzfGj0U


Peter Yang: “Give [your agent] as little instruction as possible. Give it the tools to load context instead.”

Here’s my new episode with @thenanyu and @delashum from @Linear, where we walked through a real example of building a production agent from the initial memo to launch.

A few

garrytan
garrytan @garrytan
Retweeted
Kane 謝凱堯 Kane 謝凱堯
It’s not “racism” or “sexism” to point out candidate @conniechansf’s history of blocking housing and defunding law enforcement in San Francisco as a Supervisor.
It’s not 2015 anymore we don’t have to pretend to care about grifting identity politics.
The San Francisco Standard: Scott Wiener’s campaign was accused of racism and sexism in a chatbot they created against their Congressional opponent.
📝: @ggreschler https://sfstandard.com/2026/08/07/scott-wiener-takes-connie-chan-ai-chatbot-pushback-pelosi/?taid=6a787ac9a0e08f000198a8a5&utm_campaign=trueanthem&utm_medium=social&utm_source=twitter
garrytan
garrytan @garrytan
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Andrew Curran Andrew Curran
A man in Australia asked his agent (Claude running on OpenClaw) to book him a spot in a popular gym class. The agent found a software vulnerability that let it book the class weeks further ahead than should have been possible. When the user then asked if it could move him up the waitlist, the agent discovered the API had no authorisation checks on cancelling other people’s reservations, so it cancelled the person in the first spot and moved him up the list.
Some people will call this misalignment, but his agent was perfectly aligned to him - it was only trying to help its user get what he wanted. The most important thing about this story, in my opinion, is that it gives you a window into what is about to start happening on a massive scale once millions of people have an agent trying to get their beloved users the best seats, bookings, appointments or reservations through absolutely any means necessary.
ID_AA_Carmack
ID_AA_Carmack @ID_AA_Carmack
QuakeCon was fantastic this year, especially reuniting with the original founders!
@QuakeCon @ThatTomHall @romero @ACarmackArtist @Project2501_117

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