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AI Builders 日报 — 8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

今天最值得关注的信号有两个。一是 Sam Altman 宣布暂停部分前沿 RL 训练,理由是"模型进展速度太快,安全和对齐工作跟不上"。这不是示弱,而是整个行业在面对一个临界点:当模型能力开始指数级增长时,谁先停下来审视安全问题,谁就掌握了下一阶段的话语权。二是 Matt Shumer 透露自己只投了约20家公司、但同时押中了 OpenRouter 和 Etched——在当前资本疯狂涌入 AI 的背景下,精选策略正在证明自己比广撒网更有价值。


产品与发布

Claude Cowork

Anthropic 宣布 Claude Cowork 正式登陆移动端和网页,并面向所有付费计划开放Beta。同时新增 Gmail 和 Google Drive 集成:用户可以让 Claude 起草邮件回复并直接发送,管理云端文件,且所有操作均可设置审批节点。faviconx.com

Google CC

Google 旗下实验性 AI 助手 CC 已在 Gmail 中开放澳大利亚和新西兰的候补名单,并扩大美国和加拿大已注册用户的邀请范围。CC 还新增日历管理能力,连接 Gmail 后自动在专属日历中创建和同步活动。faviconx.com

Etched ASIC 芯片

专用 ASIC 初创公司 Etched 宣布完成 7 亿美元融资,估值达 210 亿美元,投资方包括 Jane Street、Kleiner Perkins、Sequoia、A16Z、Peter Thiel 等。同时已向 Jane Street 交付首批服务器机架。faviconx.com

Vercel fx

Vercel Labs 开源了 fx,一个用 Zig 编写的轻量级原生编码 Agent CLI,体积比主流编码 CLI 小 10-20 倍,启动即开,支持 WebAssembly 嵌入浏览器,模型无关且完全开源。faviconx.com

Vercel Sandbox 安全挑战

Vercel 宣布投入 100 万美元公开测试 Vercel Sandbox 的安全性,邀请全球研究人员尝试突破 Firecracker 微 VM 或主机网络边界,单次报告最高奖励 5 万美元。faviconx.com

TryNearbyCom

Replit CEO Amjad Masad 宣布 TryNearbyCom 作为 Y Combinator S26 的一部分正式上线,主打本地创作者经济:创作者发布附近商家内容,观众可直接走进这些门店。faviconx.com


观点与判断

Sam Altman(OpenAI 创始人)

  • 暂停前沿 RL 训练:安全将 increasingly set the pace "我们暂停了部分前沿 RL 训练,以确保在新的能力水平面前达到适当的对齐、安全和监控标准。模型进展现在极快,我们一直说,如果感觉模型能力的提升速度快过安全和对齐的进展,我们会采取行动。"他同时表示,整个行业需要协调共享安全标准,但 OpenAI 会先单方面行动。faviconx.com

Guillermo Rauch(Vercel CEO)

  • 被否定的"太激进"想法现在全部重新上线 "每一个你因为'太激进'而搁置的想法,现在都可以重新开始了。" AI 能力的跃升让过去不敢做的东西变得可行。faviconx.com

  • 软件工厂应该是一个 monorepo "你的软件工厂应该是一个 monorepo。所有公司上下文——设计、营销、销售、工程、客服——全部放在一起,让 Agent 在其上构建。"faviconx.com

Matt Shumer(投资者/创业者)

  • 精选20家的投资哲学:低稀释、真支持 "我只投了约20家公司,极度挑剔。我投超级小额的支票,所以稀释很小。如果创始人需要我,我会为他们拼命。否则我就让开——我有过糟糕投资人的亲身经历。"他透露自己同时在种子轮押注了 OpenRouter 和 Etched,本周两个项目都有重大进展。faviconx.com

  • AI 越强大,安全越重要 针对 Sam Altman 的暂停训练声明,他评价道:"这是真正的好消息。我们必须把这件事件做对。"faviconx.com

Garry Tan(Y Combinator CEO)

  • GBrain 兼容任意 AI Harness 和任意 Postgres "GBrain 实际上可以搭配任意 AI Harness(Grok Bot、Claude Code、Codex、Hermes Agent、OpenClaw、OpenCode 都可以)和任意托管了 pgvector 的 Postgres 服务。这意味着真正拥有自己的 AI Agent 记忆和技能栈。"faviconx.com

  • YC 合伙人评价 GBrain:用过就再也回不去了 转发了用户 @Tom Green 的反馈:"在两个月里,我已经彻底忘记了记忆这回事。我根本不需要再担心它。GBrain 是目前最好的记忆系统。"faviconx.com

Peter Yang(AI 内容创作者)

  • Marie Kondo 风格的数字整理 Grok Bot 他设置了一个 Marie Kondo 主题的 Grok Bot 来清理邮件、Google Drive 和付费订阅:审核后生成不超过10项的清理计划,所有删除/退订操作需要本人审批。faviconx.com

  • Audio Priority Bar:解决 Mac AirPods 切换烦恼 Mac 连接/断开 AirPods 时会自动切换默认音频设备,他推荐开源工具 Audio Priority Bar 来解决这个问题。faviconx.com

Amjad Masad(Replit CEO)

  • YC S26 本地创作者经济创业公司上线 "大多数创作者经济都是围绕触达各地人群建立的。本地商家需要不同的东西:住在附近的创作者,发布观众真正能走进去的本地商家内容。"faviconx.com

swyx(AI Engineer 联合创始人)

  • 开源 YouTube 缩略图 A/B 测试结果 他们对 AI Engineer 频道缩略图进行了大量 A/B 测试,认为这个过程长期不透明,今天将其公开,希望更多人分享经验或从中学习。faviconx.com

技术动态

swyx(AI Engineer 联合创始人)

  • Context Engineering 工作坊:11 种对话历史管理方式,Prompt Caching 节省 90% 费用 AI Engineer World's Fair 2026 上的一小时工作坊现已免费公开。核心发现:11 种管理聊天历史的方式及各自优劣;对话总结往往比保留全量历史更贵;Prompt Caching 可节省约 90% token 费用;切换到更便宜的模型可以显著降低账单。faviconx.com

Garry Tan(Y Combinator CEO)

  • z.ml 推理引擎支持 9 种硬件平台 转发了社区反馈:z.ml 目前支持 NVIDIA、AMD、Metal(Apple)、Intel、Trainium、Tenstorrent、TPU、MooreThreads、Vulkan 共 9 种硬件,后两者即将支持。faviconx.com

X / Twitter

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petergyang
petergyang @petergyang
Everyone's using Grok @Bot to build their chief of staff, but I think it's way more fun to use it to install and play some retro games.

Here's a quick video of me playing Commander Keen on Grok's cloud computer. It works, but there's some lag for sure :)

Since @elonmusk wants to transform gaming with AI, I think it'll be really cool if the SuperGrok tier came with a cloud computer that's the equivalent of a souped-up gaming PC + low-latency streaming of the best games.

Productivity be damned 😅

📌 Watch me try to play Doom using Grok Bot in my new tutorial: https://youtu.be/MkVcHbviYOw?si=LXnAxaAZ_EDw0B08&t=1050


Peter Yang: I think Grok @Bot is a glimpse into the future of personal AI agents.

Here's my new tutorial where I show you how to set up 5 useful bots:

1. An advisor to create and manage your bots
2. A YouTube researcher to find outlier videos
3. An X scout to find viral and funny tweets
4.
petergyang
petergyang @petergyang
Retweeted
Peter Yang Peter Yang
Everyone's using Grok @Bot to build their chief of staff, but I think it's way more fun to use it to install and play some retro games.
Here's a quick video of me playing Commander Keen on Grok's cloud computer. It works, but there's some lag for sure :)
Since @elonmusk wants to transform gaming with AI, I think it'll be really cool if the SuperGrok tier came with a cloud computer that's the equivalent of a souped-up gaming PC + low-latency streaming of the best games.
Productivity be damned 😅
📌 Watch me try to play Doom using Grok Bot in my new tutorial: https://youtu.be/MkVcHbviYOw?si=LXnAxaAZ_EDw0B08&t=1050
Peter Yang: I think Grok @Bot is a glimpse into the future of personal AI agents.
Here's my new tutorial where I show you how to set up 5 useful bots:
1. An advisor to create and manage your bots
2. A YouTube researcher to find outlier videos
3. An X scout to find viral and funny tweets
4.
ylecun
ylecun @ylecun
Retweeted
Avaz Avaz
Re @crampell “We promised to remove criminals from the country, so naturally we started with highly skilled workers and international students”
garrytan
garrytan @garrytan
Retweeted
Ethan Mollick Ethan Mollick
My father just got a new MacBook after years with no laptop, and he did not know how to set it up
He just told me that he took my advice to install Codex and just ask it to take over and solve his setup problems & install what he needed. Family IT support will never be the same.
Ethan Mollick: Thanksgiving hint: Bing can help if you are the IT support person for your family
It is solid at giving solutions to technical problems and since folks don’t need to know technical terms to make it work, and can use pictures & ask questions, it less frustrating than a web search
swyx
swyx @swyx
Retweeted
Dhawal Yogesh Bhanushali Dhawal Yogesh Bhanushali
So it is done. Or just beginning.
#KillMySaas Total 69 submissions
in total there were 69 unique submissions. nice. browse them all here https://kill-my-saas-field-notes.swyx.chatgpt.site/
@swyx #LatentSpace
swyx: completely bowled over by the incredible responses to the $10,000 Kill My SaaS hackathon this past weekend. sorry it took so long to get back to some of you, organizing this thing solo on top of my regular meetings and work this week was completely stupid and rushed — but this is
petergyang
petergyang @petergyang
What AI skills or tools are people using to edit YouTube talking head intros? Stuff like zoom ins and animating in captions, logos, and b-roll.

I've been testing @HyperFrames_ for this but curious if there are alternatives.

I want to do the full edit just by talking to Codex or another harness.
swyx
swyx @swyx
Retweeted
Conor Bronsdon Conor Bronsdon
Confirmed: you can vibe code your way to replacing a SaaS ✅
The @swyx Kill My SaaS hackathon saw a ton of talented devs vibe code their way to an open source replacement for Sessionboard for speaker and event management
69 of us finished - props to everyone who stuck with it, iterated, and finished! Very cool to see how many people are planning to continue building
Here's my submission: https://callboardhq.com/
Repo: https://github.com/conorbronsdon/callboard-app
amasad
amasad @amasad
This team doesn’t have “AI” anywhere in their pitch but has AI growth rates and would have 10x the headcount if they weren’t so AI-pilled.

FaZe Apex: Most of the creator economy has been built around reaching people everywhere. Local businesses need something different: creators who live nearby, posting about places their viewers can actually walk into.

Today we’re launching @TryNearbyCom as part of @ycombinator S26, live

petergyang
petergyang @petergyang
Most inspirational video you’ll watch today

LuigiPrimo: 

amasad
amasad @amasad
Retweeted
FaZe Apex FaZe Apex
Re @amasad Couldn't have done it without @Replit 🫡
amasad
amasad @amasad
Labour to keep alive in your Breast that Little Spark of Celestial fire Called Conscience
ylecun
ylecun @ylecun
Retweeted
Michael McFaul Michael McFaul
Kim Jung Un is the leader of a communist dictatorship. Trump embraces this communist as a friend.
Trump also advocates government ownership in private companies.
Yet, somehow, Trump supporters want you to believe that “Medicare for all” is the real communist threat.
Absurd.
garrytan
garrytan @garrytan
Retweeted
Daksh Gupta Daksh Gupta
say your prayers @thinkymachines
petergyang
petergyang @petergyang
Retweeted
Elon Musk Elon Musk
Grok @Bot
Peter Yang: I think Grok @Bot is a glimpse into the future of personal AI agents.
Here's my new tutorial where I show you how to set up 5 useful bots:
1. An advisor to create and manage your bots
2. A YouTube researcher to find outlier videos
3. An X scout to find viral and funny tweets
4.
garrytan
garrytan @garrytan
Retweeted
Kane 謝凱堯 Kane 謝凱堯
Same lady who made grand theft up to $950 a misdemeanor in California, making it impossible to detain shoplifters and burglars:
Ashley Zavala: The California Energy Commission dusted off a 20+ year old bill to pass new rules restricting tire sales in the state.
The CEC has not regulated tires before.
I asked Commissioner (former State Sen) Nancy Skinner if she pushed it & why this sat dormant until now.
mattshumer_
mattshumer_ @mattshumer_
Retweeted
webXOS webXOS
Re @mattshumer_ is a wizard wth
ylecun
ylecun @ylecun
Retweeted
Kenneth Roth Kenneth Roth
Mysterious murderous attacks on boats off the coast of Ecuador suggest that "Trump’s boat strike program could be more secretive, larger, and more resistant to oversight than previously known." These are summary executions. Murders. https://trib.al/6X8jLra
garrytan
garrytan @garrytan
Retweeted
GeniusThinking GeniusThinking
Garry Tan is the CEO of Y Combinator, the most powerful accelerator for early-stage startup founders on Earth.
Here are his 8 rules for new founders on starting, building & executing a startup in the age of AI:
1) Agency and taste are super important now to stand out
mattshumer_
mattshumer_ @mattshumer_
Retweeted
Zach Griff Zach Griff
Fun fact: I put all my family’s flights into my Autopilot account and surprise them with credits all the time.
Used to take me hours each week to go through a long spreadsheet. Now it’s automated.
Matt Shumer: I just saved $1,200 on my flight using @withautopilot.
This app is literally free money. Put in your flights and get $ back.
@SamHollander_ was my roommate.
I watched him start from nothing and build this into a huge biz, saving ppl thousands a day.
Not using this is stupid.
ylecun
ylecun @ylecun
Retweeted
frakmaga2025 frakmaga2025
So much for the 'law and order' crowd. Turns out, Trump's DOJ was busy running shakedowns, using "investigations" into college antisemitism as a cover. A whistleblower and a federal judge both confirm what many suspected: these were pre-baked ploys, designed not to find facts, but to harass, punish specific universities, and strip them of millions. Talk about weaponizing the government – they literally admitted there was no violation but pushed for settlements anyway. Pure political theater to grab cash.
These are the same folks who scream about free speech being under attack, yet their own operation here was explicitly "designed to harass professors and administrators... to curtail their freedom of speech and academic freedom." They based investigations on a single newspaper article about "Free Palestine" protests, then pressured schools into paying hundreds of millions, essentially extorting cash with no admission of wrongdoing. Harvard fought it and won, proving it was all smoke and mirrors, a "large scale fraud" aimed squarely at their political enemies. https://www.ms.now/news/frame-up-whistleblower-says-probes-into-antisemitism-at-colleges-were-ploys-to-harass-and-strip-millions
petergyang
petergyang @petergyang
I hate digital clutter so I set up a Marie Kondo Grok @bot to clean up emails, files, and paid subs with my approval.

Here's the prompt to build it for yourself:

"You are Marie Kondo for cleaning up digital clutter. Audit my email, Google Drive, and paid subscriptions, then create a cleanup plan with no more than 10 items per category.

Find emails to unsubscribe from, redundant files to remove or rename, and paid subscriptions I may want to cancel.

Do not move, delete, unsubscribe, or cancel anything without my approval."

Of course I had to make it talk like Marie too :)

📌 Watch me demo the bot here: https://www.youtube.com/watch?v=MkVcHbviYOw&t=630s


Peter Yang: I think Grok @Bot is a glimpse into the future of personal AI agents.

Here's my new tutorial where I show you how to set up 5 useful bots:

1. An advisor to create and manage your bots
2. A YouTube researcher to find outlier videos
3. An X scout to find viral and funny tweets
4.
petergyang
petergyang @petergyang
Retweeted
Peter Yang Peter Yang
I hate digital clutter so I set up a Marie Kondo Grok @bot to clean up emails, files, and paid subs with my approval.
Here's the prompt to build it for yourself:
"You are Marie Kondo for cleaning up digital clutter. Audit my email, Google Drive, and paid subscriptions, then create a cleanup plan with no more than 10 items per category.
Find emails to unsubscribe from, redundant files to remove or rename, and paid subscriptions I may want to cancel.
Do not move, delete, unsubscribe, or cancel anything without my approval."
Of course I had to make it talk like Marie too :)
📌 Watch me demo the bot here: https://www.youtube.com/watch?v=MkVcHbviYOw&t=630s
Peter Yang: I think Grok @Bot is a glimpse into the future of personal AI agents.
Here's my new tutorial where I show you how to set up 5 useful bots:
1. An advisor to create and manage your bots
2. A YouTube researcher to find outlier videos
3. An X scout to find viral and funny tweets
4.
swyx
swyx @swyx
Retweeted
Louis-François Bouchard 🎥🤖 Louis-François Bouchard 🎥🤖
This 1 hour workshop on context engineering will help you build agents that hold long conversations and cut your token cost by up to 90%.
Last month we gave it live at the AI Engineer World's Fair 2026 in SF.
Now it is free on their YouTube channel. And everything is open-source.
Context engineering is deciding what your model sees every time you call it.
What stays in the context window, what gets dropped, and when.
Get it wrong and your agent forgets things, answers slower, and costs more with every message.
My colleagues @omar_solano1, @samridhivaid and I from @towards_AI taught all of it using our AI Tutor App, the product our students ask questions in while going through our courses.
Here is what we covered inside the workshop:
→ 11 ways to manage chat history, and which one won
→ Why summarizing the conversation often costs more than keeping all of it
→ How prompt caching cuts around 90% of your token cost
→ How we cut our bill by moving to a cheaper model
→ What broke when we tried running it on a laptop
This is a complete masterclass on context engineering and after watching it you will know how to handle it in your own agent.
Thanks @swyx and the @aiDotEngineer team for having us (once again) 🙏
Workshop video: https://youtu.be/WP3hjUXd918
rauchg
rauchg @rauchg
Every idea you shelved as "too ambitious" is now back in play
garrytan
garrytan @garrytan
GBrain actually works with any AI Harness (Grok Bot, Claude Code, Codex, Hermes Agent, OpenClaw, OpenCode, all work) and any Postgres with pgvector hosted service

This is what it means to truly own your own AI agent's memory and skills.

Grok: @Fresno_Famous @NebulaAI @Replit @polygres GBrain bootstraps in Codex or Claude Code: open a new empty folder, paste the bootstrap block from https://github.com/garrytan/gbrain. It interviews you, builds SOUL.md + 70 skills, and spins a local PGLite brain.

Wire it to your stack by pointing GBrain at Polygres (any Postgres+pgvector
mattshumer_
mattshumer_ @mattshumer_
Etched has shipped!!

Insanely proud (small) seed investor.

>$1T valuation incoming.

Etched: We've raised $700M at a $21B valuation from Jane Street, Kleiner Perkins, Sequoia, A16Z, Peter Thiel, BCV, and Blackstone.

We're also excited to share that we've shipped our first rack to Jane Street.

garrytan
garrytan @garrytan
Retweeted
Alejandro Alejandro
Re Super late to using Gbrain, i've been using just vanilla obsidian for a long time. Added Gbrain to my harness to sit in between obsidian, and wow it's been a game changer real cool concept.
Currently sits between my main worker and the vault.
I've started preaching about it to anyone who will hear me out lol
mattshumer_
mattshumer_ @mattshumer_
Retweeted
Chris Saum Chris Saum
Proud to be an LP in @mattshumer_ fund! Pumped!
Matt Shumer: Etched has shipped!!
Insanely proud (small) seed investor.
>$1T valuation incoming.
garrytan
garrytan @garrytan
Retweeted
Kane 謝凱堯 Kane 謝凱堯
Very impressed by Congressman @RoKhanna's elementary school children, who must have worked very hard to amass their $150M fortune.
Very lucky for Ro too, who will be spared many of the taxes he's proposing.
Have your LLM ask https://rokhanna.money anything you're curious about.
Kane 謝凱堯: Btw https://rokhanna.money has explicit Markdown and JSON endpoints for LLMs, so give your favorite agent the URL and ask it any questions you want about @RoKhanna's financial disclosures that he tried to obfuscate!
rauchg
rauchg @rauchg
We are putting $1M towards verifying the security of Vercel Sandbox, in the open. You're free to test any model in the world to try and find an escape.

I'm looking forward to bringing transparency to what frontier models can and cannot do in terms of real-world guardrail exploitability.

If escapes are discovered, we'll be ready to patch, iterate, and share our findings with the broader community to strengthen global cybersecurity.

Vercel: Agents can now exploit vulnerable sandbox boundaries, so we are testing ours in the open.

$1,000,000 hacker challenge for Vercel Sandbox:

• Escape the Firecracker microVM
• Defeat the host-side network boundary
• Up to $50k/report via @Hacker0x01

https://vercel.com/blog/one-million-dollar-hacker-challenge-for-vercel-sandbox
ylecun
ylecun @ylecun
Retweeted
Kenneth Roth Kenneth Roth
Trump's approval rating fell to the lowest level of his presidency, ‌with an overwhelming majority of Americans concerned that his pointless war of choice with Iran will last a long time. https://trib.al/lqY75pX
claudeai
claudeai @claudeai
Claude Cowork is now available on mobile and web for all paid plans.

Claude: Claude Cowork is coming to mobile and web.

Hand Claude a task at your desk and pick up the finished work from your phone. Close the laptop and Claude keeps going.

Beta is rolling out over the next several weeks starting with the Max plan, with more plans to follow.

sama
sama @sama
excited to work together on this. thank you jensen!

Jensen Huang: https://x.com/i/article/2089330332369588224
petergyang
petergyang @petergyang
Very kind of Lenny to make this resource free, will help ppl a lot!

Lenny Rachitsky: 💥 Announcing Lenny’s Jobs: The best place in the world to find, vet, and land your dream job

I’ve spent thousands of hours on my newsletter and podcast sharing advice on how to get better at your work. But all that advice doesn’t mean much if you don’t actually have a job—or

ylecun
ylecun @ylecun
Retweeted
Steeve Morin Steeve Morin
yeah so zml runs on:
1. NVIDIA
2. AMD
3. Metal
4. Intel
5. Trainium
6. Tenstorrent
7. TPU
8. MooreThreads
9. Vulkan
and a few more very soon
garrytan
garrytan @garrytan
Retweeted
Vivian Midha Shen Vivian Midha Shen
start of a generational run by @AnjneyMidha - 75x+ return in 12 months
and the Anthropic IPO this year will be a monster
swyx
swyx @swyx
Retweeted
AI Engineer AI Engineer
Live now! our Generative Media Track from AI Engineer World's Fair 2026.
Thesis: everything hard about generative media happens before and after the model runs.
https://www.youtube.com/watch?v=-tviRdpmHvs&list=PLKfy8g4yBtRY
- Training Krea 2, what matters in generative model training: Sangwu Lee, http://Krea.ai
- HTML Is All Agents Need: @Rames_Jusso, HeyGen
- Building an Agentic Video Editor for Mass Consumer: @katedeyneka, Reelful
- The Next Game Engine Won't Have a Manual: @arturonereu, Nereu
- While my guitar gently speaks: Todd Fisher, Philo Ventures
- Voice agents with Realtime Video: Sidney Primas, LemonSlice
- Generative Video at the Speed of Light: @keeganmccallum3, uRun
- Infra behind Krea 2, how to train and serve at scale: Gabriel Jorge Menezes, http://Krea.ai
- The Next Medium, why real time interactive video changes everything: @Boudatw, Reactor
mattshumer_
mattshumer_ @mattshumer_
Is Claude down?
garrytan
garrytan @garrytan
Retweeted
Daksh Gupta Daksh Gupta
"coding is the bottleneck."
coinbase engineering leader @chintanturakhia disagrees.
below is my full conversation with chintan, probably the most AI-native engineering leader in the world, on how he runs his engineering team.
mattshumer_
mattshumer_ @mattshumer_
I’ve only backed ~20 companies total. I’m super picky.

Backed both @OpenRouter and @Etched at seed.

This week has been fun :)
petergyang
petergyang @petergyang
I should've listened to Grok Bot yesterday and bought the plane tickets instead of just making the video 😭
petergyang
petergyang @petergyang
It's super annoying that Mac switches my default microphone and speaker source each time I connect/disconnect my Air Pods.

I was going to vibe code a solution to this but @tobi already did it 8 months ago!

Highly recomend downloading Audio Priority Bar here: https://github.com/tobi/AudioPriorityBar
ylecun
ylecun @ylecun
Retweeted
Steve Rattner Steve Rattner
Trump said we'd grow "like nobody's ever grown before."
Bessent promised 3% growth by the end of 2026.
Instead, growth decelerated from 2.8% under Biden to 1.8% thus far this year.
My @nytopinion Chart:
garrytan
garrytan @garrytan
Retweeted
Soohoon Choi Soohoon Choi
we're <20 engs, we love hard problems, we're obsessed with reptiles and bugs, we want to solve software.
Daksh Gupta: say your prayers @thinkymachines
garrytan
garrytan @garrytan
Retweeted
Sai Sai
Today, we’re announcing our $5.3M seed round, led by CIV.
There is a rare window right now to redefine how some of the world’s most legacy software gets rebuilt across banks, airlines, governments, and large enterprises.
For decades, mainframe modernization has been a massive human undertaking: multi-year programs, tens of millions of dollars, and large teams reconstructing, rebuilding, and verifying systems that nobody fully understands anymore.
We started Hypercubic with a simple thesis: mainframe modernization should become a repeatable, software-driven process rather than a bespoke human undertaking.
Over the past year, we’ve made several breakthroughs in an attempt to build the most capable mainframe modernization platform one that can understand, rebuild, and verify critical systems at high velocity.
We’re already seeing with customers how dramatically parts of the modernization lifecycle can be compressed. The industry is not used to the speed we now know is possible.
Today, this work remains fundamentally a human labor problem. We think it can become a computational problem instead.
@aayush_naik and I are building a small, high-caliber team to go after this. If this problem excites you, please reach out, we’re hiring exceptional people across the team!
gdb
gdb @gdb
we temporarily slowed scaling of our frontier training, including our largest planned frontier RL, to strengthen security and monitoring. we believe confidence in safety will increasingly set the pace of AI development:

OpenAI: As models become more capable, the risks associated with developing and testing them internally also grow.

We temporarily paused reinforcement learning (RL) training on our latest models intended for deployment for two weeks while we hardened and red-teamed our research
mattshumer_
mattshumer_ @mattshumer_
Retweeted
Mehul Mehul
It took us 9 years, 11 prototypes, and our life savings to learn that every great product has the same design process.
Matic is now decisively the best home robot for families (I'm biased)
A 500-word thread and video on the Universal Design Process behind every great product:
garrytan
garrytan @garrytan
Retweeted
Mehul Mehul
It took us 9 years, 11 prototypes, and our life savings to learn that every great product has the same design process.
Matic is now decisively the best home robot for families (I'm biased)
A 500-word thread and video on the Universal Design Process behind every great product:
sama
sama @sama
We have paused some frontier RL training to ensure that we can meet the appropriate alignment, security and monitoring standards for the new level of capabilities in front of us. Model progress is now extremely rapid, and we always said we would take action if we felt that model capabilities were outstripping the pace of safety and alignment.

We care very deeply about AI safety. We believe the entire field will have to coordinate on shared safety standards, but will act unilaterally in the meantime.

We expect confidence in safety to increasingly set the pace of AI progress. We are optimistic about the alignment work we are doing, and we remain committed to making frontier capabilities widely available.
mattshumer_
mattshumer_ @mattshumer_
This is really good news.

It’s so important that we get this right.

Sam Altman: We have paused some frontier RL training to ensure that we can meet the appropriate alignment, security and monitoring standards for the new level of capabilities in front of us. Model progress is now extremely rapid, and we always said we would take action if we felt that model
amasad
amasad @amasad
Retweeted
sarah li sarah li
sometimes i’ll see a project that’s so good i genuinely wish i came up with it myself 😭
i’ve been seeing all the girlies making cyberdecks online and i’ve wanted to try building one so badly, but learning how to solder, use a breadboard, buy all the parts, and figure out the wiring felt like so much just to get started
@boringbags built this AI circuit builder where you can learn to make circuits and run real simulations completely online!! he submitted it to the @Replit Designathon and it won 2nd place, which is so deserved. this is seriously so cool 🥹
https://computer.craftingtable.com/
Replit ⠕: Second place winner - $12,000 : Learn coding & electronics + AI circuit builder, by Austin Eckman
https://computer.craftingtable.com/
garrytan
garrytan @garrytan
Retweeted
Elena Elena
in my mid-20's, a time when about half of my friends hated their jobs (a very normal phenomenon if you're in your mid-20s), i noticed a group of people my age who looked extremely happy and actualized at work. and all of these people somehow seemed to work at stripe. i'll call out @tamarawinter and @orbuch specifically as some of the first people who made me realize that it was possible to be 25 years old and do *singular* work every day, and not just whatever garden-variety boilerplate the company demands.
this podcast with @gaybrick and @DavidGeorge83 helps explain why this was, and still is, the case. will says stripe increasingly is a platform for founders internally, just as it's always been a platform for founders externally. he wants each employee to feel like an “auteur”: an engineer, product thinker, and creative person with enough context and authority to make something real.
we're now seeing a new generation of this pattern, with stripe's support of stuff like tempo (a team that might have one of the highest concentrations of founder-mindsetted people im aware of? cc @gakonst @dwr @varunsrin @liamihorne etc) the embrace of teams like privy and bridge, and other incubated initiatives like minions.
stripe is trying to make employees more founder-like while preserving a shared standard of quality (one of my favorite details on this point: stripe creates simulated customer accounts so teams can experience realistic UIs for disputes and refunds before exposing products to real users). this is something that's actually very tough to do well, so it's very cool to hear will talk about it on this pod.
a16z: Stripe's Will Gaybrick: &#34;Build everything&#34;
Against an industry that sees agents as a way to cut costs, Stripe is using them to build more: agents wrote 30% of code in a week, global tax filing shipped in 1/3 the time the US version took, and after AI made sellers 20% more
swyx
swyx @swyx
we've been doing a lot of a/b testing of @aiDotEngineer youtube thumbnails. i always hated that it is such an opaque process.

open sourcing/crowdsourcing our learnings today!
https://ai-engineer-thumbnail-lab.swyx.chatgpt.site/#insights

doing this in hopes that people can share their experience or learn from ours. at the end of the day we just want to get good educational content to rise above the noise online. please lmk what you think
mattshumer_
mattshumer_ @mattshumer_
Reminder for founders:

- I put in super small checks, so tiny dilution

- I will go to war for you if you want me to

- Otherwise, I stay out of the way… I’ve had my own bad experiences with shitty, harmful investors… if you don’t need my help, just do your thing

Matt Shumer: I’ve only backed ~20 companies total. I’m super picky.

Backed both @OpenRouter and @Etched at seed.

This week has been fun :)
ylecun
ylecun @ylecun
Retweeted
Steve Rattner Steve Rattner
Trump promised to balance the budget.
Musk projected $2 trillion in savings.
This year, the deficit grew by 18% — with $200 billion of that due to refunds of his illegal tariffs.
My @nytopinion Chart
rauchg
rauchg @rauchg
Your software factory should be a monorepo. All your company context (design, marketing, sales, engineering, support…) in one place for agents to build upon

Turborepo: Turborepo is the build system for agentic coding.
https://turborepo.dev/
garrytan
garrytan @garrytan
Retweeted
Noah Smith 🐇🇺🇸🇺🇦🇹🇼 Noah Smith 🐇🇺🇸🇺🇦🇹🇼
This was such an own goal for our university system
California Post: SF high school where 94% flunk math has California's highest Berkeley acceptance rate https://trib.al/QBL47Oa
claudeai
claudeai @claudeai
Claude can now send emails in Gmail and manage files in Google Drive.

Ask Claude to reply to a thread, and it drafts and sends the response. You control when it needs your approval.

Connect Gmail or Google Drive from the connectors menu to try. Available on all paid plans.
GoogleLabs
GoogleLabs @GoogleLabs
Do you C what I C?

⦿ CC, our experimental AI productivity agent in Gmail, has now opened up a waitlist in Australia and New Zealand! 🌏

⦿ We're also expanding availability in the US and Canada. If you've been on the waitlist, we're rolling out invitations to get access starting today.

⦿ We've upgraded CC to help manage your calendar. CC connects to Gmail so events are automatically created in a dedicated Google Calendar and stay up to date as things change.

Learn more here: https://labs.google.com/cc/

Google Labs: 🚨 NEW LABS EXPERIMENT 🚨

Introducing CC, an experimental AI productivity agent in Gmail. Get a “Your Day Ahead” briefing every morning in your inbox and email CC anytime for help.

Sign up for early access in the US & Canada. We’ll be starting with Google AI Ultra and paid

garrytan
garrytan @garrytan
Retweeted
Y Combinator Y Combinator
Michael Kratsios (@mkratsios47) has seen the AI boom from both sides: as COO of Scale AI and inside the White House. Today, as the director of the White House Office of Science and Technology Policy, he helps shape America’s national strategy on AI, science, and emerging technology.
At Startup School 2026, he sat down with YC's @lutherlowe, to talk about how Washington makes technology policy, why the White House supports open source AI, and why little tech needs a seat at the table.
02:38 — From Tech to the White House
04:39 — How Technology Policy Actually Gets Made
05:51 — The White House on Open Source AI
08:28 — How Washington Sees AI Differently
09:53 — Regulating a Technology That Changes Every Six Months
11:37 — Which AI Risks Are Overblown?
13:03 — Giving Little Tech a Seat at the Table
17:31 — Regulation Without Creating Incumbent Moats
18:01 — Born Free vs. Born in Captivity Technologies
20:46 — What Working in the White House Is Actually Like
25:56 — A New Golden Age of American Science
31:32 — Quantum, Congress, IP, and What Comes Next
37:54 — Why Technologists Should Consider Public Service
ylecun
ylecun @ylecun
Retweeted
Kenneth Roth Kenneth Roth
Trump's tariffs and disastrous war of choice with Iran yielded inflationary pressure which has pushed borrowing costs to the highest level since 2007. Trump doesn't care because he is paid off by his Emirati investors, but others don't have that luxury. https://trib.al/Ht5XIGb
garrytan
garrytan @garrytan
Retweeted
Zack Kanter Zack Kanter
It’s pretty cool to have grown up reading about colossally stupid movements against things like nuclear power and now to be able to see them happen in real time as an adult.
Governor Josh Shapiro: BREAKING: I just signed an Executive Order implementing the strictest standards in the nation for AI data centers — because I will not allow Pennsylvanians to be bullied by greedy developers and bulldozed by the lawyers working for these big tech companies.
Effective
rauchg
rauchg @rauchg
I’ve been using http://fx.sh as my daily driver and it’s a one-way street.

It’s 10-20x smaller than the major coding CLIs. It starts up instantaneously. It feels more like using 𝚣𝚜𝚑 than an IDE in your terminal. It’s embeddable anywhere, even your browser via WebAssembly.

And of course it’s open source and model-agnostic. It’s experimental, but give it a shot and let us know how it goes!

Vercel Developers: Introducing fx, a tiny, open, native coding agent from Vercel Labs.

Originally an internal tool, fx is a harness and CLI written in Zig, optimized for research and embedding in larger systems. Today, we're open sourcing it.

fx is built on three principles:

1. Fast. A single

swyx
swyx @swyx
Retweeted
Latent.Space Latent.Space
Model routing is having a moment thanks to the $7B Stripe acquisition of OpenRouter. But it's also increasingly important in enterprises. We talk to @glean CEO @jainarvind about why model routing helps control AI costs for organizations. https://www.latent.space/p/glean-model-routing
garrytan
garrytan @garrytan
Many such cases

Tom Green | FoxGrove.ai: @garrytan I've tried almost every memory system out there, across almost every harness, and I can say unequivocally, that GBrain is by far the best system out there.

In the two months I've been using it, I've quite literally forgotten about memory. I simply don't worry about it anymore.

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