VOL. 0912 · 中文 / 双周FOLLOW BUILDERS · NOT INFLUENCERS2026.09.12
Builders Digest碳基生物爱 AI

A daily editorial on what AI builders are actually shipping — 9 月 12 日

FROM THE BUILDERS · 个人传声栏

传声·当日

来自 follow-builders 中央 feed —— 真正在做事的人在 X、播客、博客上的发声。

2026.09.12

本期 30 条传声

XThibault SottiauxCodex & ChatGPT @OpenAI05:08 UTC

Astra 这周连发 Images 2.5、GPT-Live-1、Agents API、Data Agent 和金融服务版 ChatGPT,但 DevDay 还没到。下周还有一堆动作,节奏明显不是正常发布周。

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Astra powered ships this week - Images 2.5 - GPT-Live-1 - Agents API - Data Agent - ChatGPT for Financial Services and yet it’s not yet DevDay. Busy plans for next week too.

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XGarry TanPresident & CEO @ycombinator —Founder @garryslist—Creator of GStack & GBrain—designer/engineer who helps founders—SF Dem accelerating the boom loop03:32 UTC

考到 SAT 1600 不该封顶,应该解锁更难测试继续区分卓越。现实却是直接禁 SAT,把选拔变成抽签,让优秀无法被识别。

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TBH once you score 1600 you should unlock a second harder test that gives you a second score on top of the 1600— we should have more and higher measures of excellence But instead they ban the SAT so that everything turns into random lottery and excellence cannot be recognized https://t.co/BCdZC9tOhY

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XPeter YangPractical AI tutorials and interviews for busy people | Get my best AI skills and guides at https://t.co/6VAA6p81x603:27 UTC

他决定把本地定时任务全部交给 Codex,云端任务全部迁到 Grok Bot。边界切干净,各干各的。

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I have decided to do this after much deliberation: All local scheduled tasks live in Codex. All cloud tasks I’m porting over to Grok Bot. Makes it a clean split.

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XThibault SottiauxCodex & ChatGPT @OpenAI03:20 UTC

Astra 承认近期质量翻车不是用户错觉:旧技能乱触发、实验性上下文管理导致早停和回旧消息,另有配置糟糕的引擎拖垮长尾流量。官方已关停实验、移除问题引擎,并称午夜前会完成一次 reset。

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Hi Astra users. A reset and a quick update on quality issues that have been posted around. Working with some of you, we have found and fixed the following issues: - Some skills written for previous models were triggering too often or preventing the model from checking its work. - An opt-in context management experiment that could cause early stops or replies to older messages. We've disabled it. Our rough estimate is that 4-5k users were affected by this experiment. - We've also removed some badly configured engines that resulted in a measured quality degradation for a long tail of traffic flowing through them. We’ve also made some more minor improvements and things should feel significantly better across the board. More consistent follow-through, better tracking of your latest message, and better checks on the work as it’s going through the motions. The examples posted and all the users who worked directly with us were incredibly useful in helping fix things quickly. Always grateful for this incredible community. And of course, a reset is also landing by midnight today.

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XRyo LuDesigned @Cursor_ai, @NotionHQ, @Stripe, built startups. I make a world where anyone can make software. Aspiring k-pop idol.03:18 UTC

他清空了房子、告别过去,搬去了台北。 目前看来,这个决定很爽。

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i emptied my house said goodbyes and moved to taipei so far so great! 💛 https://t.co/vvAbELmie8

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XAditya AgarwalGeneral Partner @SPC, Co-Founder @Bevel_Health | Ex: Early Eng @facebook, CTO @Dropbox, Board @Flipkart | Optimist, Builder, Dad01:11 UTC

他一整天都在想 9/11:如果换成自己,是否有 United 93 乘客那种冲向死亡、阻止白宫遇袭的勇气。那天他在 CMU 上课,飞机逼近匹兹堡,恐惧是真实的,英雄也是真实的。

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I often think and hope that I would have had the courage that the people in United 93 had to prevent an attack on the White House. I have been thinking about 9/11 all day… I was at CMU in a lecture in Wean Hall room 7500. People were very scared because one of the planes was near Pittsburgh. So many heroes on that day.

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XDan Shipperceo @every | the only subscription you need to stay at the edge of AI01:08 UTC

这不是什么好兆头。

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okay this is not great https://t.co/yzMDp9dIZh

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XPeter YangPractical AI tutorials and interviews for busy people | Get my best AI skills and guides at https://t.co/6VAA6p81x600:46 UTC

这条推文本身没有观点,只有一个跳转链接;链接也没法解析到正文,所以不能凭空总结。请贴出链接里的内容或完整推文上下文。

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Read why here: https://t.co/qMkuBOwSKk

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XThibault SottiauxCodex & ChatGPT @OpenAI00:30 UTC

OpenAI 收编 Git AI 团队,要把他们的开源工具继续做下去,让企业更清楚地看到 Codex 到底在代码库里干了什么、解决了什么问题。Git AI 仍会保持开源。

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Excited to welcome Aidan & @ Sasha from the Git AI team to OpenAI! They are building in the open and have developed an open-source tool that helps developers understand how coding agents contribute to their codebase. Together, we’ll make it easier for businesses to see where Codex is making a difference when working through problems for individuals and teams. We’ll also keep Git AI open source and continue investing in it.

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XPeter YangPractical AI tutorials and interviews for busy people | Get my best AI skills and guides at https://t.co/6VAA6p81x600:13 UTC

他不信“软件工厂”这套叙事:除了验证和测试,AI 还没到能无人介入地自我改进产品、端到端做新功能的阶段。让它通宵自动跑,只要一个假设错了,后面全是在烧 token;真正没人定需求、没人验收的软件工厂,到底做出了什么产品?

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I am skeptical of "software factories." Other than for verification & testing, I don't think AI is at a point where it can self-improve a product or build a new feature end-to-end without human in the loop. Whenever I loop something overnight to build something new = if it makes one wrong assumption the whole thing becomes a waste of tokens. What products or features have been built end-to-end with a software factory and no human defining the requirements or checking the work?

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XNikunj Kotharipartner @fpvventures - investing in seed/A. previous: early hire @meter, @opendoor, @atlassian & others. love @shimoleejhaveri + 👦👧23:14 UTC

VC 行业里,成功项目人人抢着认爹,失败项目无人认领;大退出太稀缺,足以决定下一支基金能不能募起来,所以接下来几年会有很多人洗掉名字、改写历史、硬蹭功劳。 最吃亏的是新兴 GP,他们唯一能带给未来 LP 的就是过往业绩,却常常拿不到应得署名;短期内真正靠谱的背书,只剩创始人。

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“Success has many fathers, but failure is an orphan.” I never realized the gravity of this quote till I saw extremely successful VCs fight for attribution of the hot deals. And you realize this viscerally because the large exits (or markups) are genuinely rare and those are the ones you raise the next fund on (your own or part of the firm). This is why in the next couple of years you’ll see many names scrubbed (or conveniently omitted) and everyone wanting to revise history to claim some credit for the ones that eventually succeed. So many emerging GPs are facing this explicitly as the only thing they can take to their future LPs is their track record. And it’s been sad to see them not get the credit they actually deserve. As @AnjneyMidha said, eventually the new guard will shine as they will figure a way out. But in the short term, hold your founders close since they’ll be the real reference checks! (this is genuinely NOT a subtweet at any firm, just what I have been noticing across the market as I’m helping emerging managers)

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XAmjad Masadceo @replit. civilizationist23:05 UTC

Replit 收购了一家完全在 Replit 上搭起来的公司,这不是孤例,而是开端。以后会有更多“平台上长出来的公司”被平台自己买走。

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Replit acquires a business entirely built on Replit. I expect first of many to come. https://t.co/hL516eAAu2

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XThariqClaude Code @anthropicai. prev YC W20, @spc, @medialab21:58 UTC

新模型一发布,没人知道自己的 skills 还跑不跑得动。Claude 推出 plugin evals,让插件作者直接在目录里跑 `claude plugin eval init` 做验证。

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we heard feedback that it's hard to know if your skills are still working with new model releases plugin evals are here to help run `claude plugin eval init` in your plugin folder https://t.co/Q0I1ZnugDs

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XGuillermo Rauch@vercel CEO21:56 UTC

Tailscale 的 model router 底层用的是 Vercel AI Gateway:AI Gateway 正在变成新的 CDN,直连源站脆弱,自己造又痛又贵。

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Tailscale’s model router is powered by Vercel AI Gateway as its underlying infrastructure. AI Gateways are the new CDNs. You could go “direct to origin”, but it’s brittle. You could DIY, but it’s painful and costly. Proud to serve Tailscale, the 🐐 networking technology company https://t.co/ERS5GKJx6D

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XPeter SteinbergerPolyagentmorous ClawFather. Came back from retirement to mess with AI and help a lobster take over the world. @OpenClaw🦞 + @OpenAI21:43 UTC

给 @trycua 提了个补丁,修 Linux 下按键不稳定的问题。框架整体很爽,但这类基础可靠性还得补上。

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Had to submit a patch to @trycua to make keys work reliable under Linux, dope framework overall tho!

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XPeter SteinbergerPolyagentmorous ClawFather. Came back from retirement to mess with AI and help a lobster take over the world. @OpenClaw🦞 + @OpenAI21:42 UTC

Astra 在云端会话里用 CUA 玩《毁灭战士》。还算不上 AGI,但大概率已经赢过苍蝇脑了。

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Astra on OC in a cloud session playing Doom with CUA. Not quite AGI yet, but probably beats fly brain. https://t.co/SrJlaey3MB

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XMatt TurckVC at @FirstMarkCap. Host: MAD Podcast; Organizer: Data Driven NYC, Author: MAD Landscape.21:00 UTC

他们把证据直接甩出来:租户名单上能查到他们,Kenton 的部分经历也有公开记录可对照。

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You can see us on the list of tenants here: https://t.co/DuGS9PLTIw and you can see part of Kenton's story here: https://t.co/3KVbiF1Nqy

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XMatt TurckVC at @FirstMarkCap. Host: MAD Podcast; Organizer: Data Driven NYC, Author: MAD Landscape.21:00 UTC

9/11 那天,他本该去世贸北塔 53 层上班,只因创业团队习惯晚到一小时逃过一劫;如果当初租下 104 层办公室,故事可能就没有后来 Oracle 收购、家庭和孩子了。 这不是励志创业回忆,而是幸存者的冷事实:一小时、几层楼、一个租约选择,就足以把人生切成两条完全不同的线。

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My 9/11 story (lightly updated version of a blog post I wrote in 2016 for the 15th anniversary) In September 2001, I was the young co-founder of a NYC tech startup, TripleHop Technologies.   We were building enterprise search software, using whatever AI existed at the time, building what would be today close to what a Glean does.  We had maybe 25 people on the team at the time. Pretty much all of us were at the very begining of our careers, barely out of school, unexperienced, but highly enthusiastic. Our office was located on the 53rd floor of the North Tower at the World Trade Center. We had ended up at the World Trade Center fairly randomly.  Our first office was located on Water Street, right above a 24 hour McDonald’s.  It looked more like a decrepit apartment than an actual office, occasionally didn’t smell that great, but it was cheap and good enough. But after a year or so, the team had grown, and that office had become too small, so we started looking for a bigger one. At the time, for a reason or another, there wasn’t a lot of office inventory on the market in the area where we wanted to be.   We looked for a bit, couldn’t find anything suitable, until one of us had the strange idea of inquiring at the World Trade Center, which felt like a long shot. Turned out that the World Trade Center had some smaller offices, and some availability.  In those dot-com bubble days, they also were quite eager to attract young tech startups, and were willing to offer us some preferential terms. So we went to take a look, and visited two offices in the North Tower. One was a large office at the very top of the building, perhaps the 104th floor, I don’t exactly recall. It had unbelievable views, but it really felt like taking that office would be pushing it – even with a good deal, we were just a little seed-funded startup, after all. Also, the elevator ride took forever. So instead we chose the smaller, cheaper office on the 53rd floor.   We really liked our new office, and the World Trade Center in general.  It felt like a little town, with a lot of retail and amenities below the surface, and its own subway station. We ate a bit too often at a Sbarro joint located right outside the ground floor elevator. The night before 9/11, my co-founder Renaud Laplanche and I worked very late into the evening, as we did most nights.  In true nerdy founder fashion, we played a ping pong game or two, as we did pretty much every time before calling it a night – the ping pong table being our attempt at creating a startup culture.   I left, and think Renaud may have stayed on that night to finish working on a proposal for a prospective customer. The morning after, when the plane hit the North Tower at 8:46am, I was home, about to leave for work.   Like many young tech people, we were night owls but not early birds, typically showing up at the office around 9:30am.   I had the TV on, and as about to turn it off and walk out of the door, saw the “breaking news” scroll at the bottom of the screen mentioning a plane collision, but no image.     As I had a faraway view of the World Trade Center from the window of my West Village studio apartment, I looked up and saw what seemed like a little bit of smoke at the top. I assumed the plane that had hit the tower was a small tourist plane.  We would often see them fly by the office, above the nearby Hudson River, often at altitudes that felt very close to us.  It had crossed my mind more than once that it wouldn’t take that much for one of them to hit the tower by accident. Then, like so many others, I saw those unbelievable images on TV. I called my family back in France.  Shortly thereafter, phone lines went down. The rest of the day was surreal and gut-wrenching, although I remember feeling mostly numb. I went on a mad scramble to see if everyone at TripleHop was ok. For many hours, we just didn’t know.  With no phone working, we accounted for most people via email, but a number did not reply for a while. It eventually turned out only one person from the team, Kenton Beerman, was at the office at 8:46am.   He made it out shocked but unscathed. Perhaps as a way to cope psychologically, or just because they were amazing people, I remember that the team was incredibly focused on saving the business that day.   This was obviously pre-AWS, we had our own server room in our office, but thankfully our CTO Joaquin Delgado and his team had backed everything up.  By the end of the day, we were essentially back up and running. After a few days, we found shared office space.  But business didn’t go back to usual. In addition to everything else, 9/11 was the final nail in the coffin for the economy after the dot com bubble burst.  The next couple of years were a complete nuclear winter. Thankfully, we had raised a $5M Series A (a solid amount at hte time!) a few months before 9/11, which kept us afloat. We also managed to win a few deals in Europe, which gave us a bit more cash.   Eventually business picked up strongly in late 2003 and 2004, potential acquirers came knocking, and TripleHop was acquired by Oracle in 2005. We all went on with our lives.  My co-founder Renaud reached extraordinary entrepreneurial success and defined a whole new industry. We all have families now.  I occasionally see pictures of beautiful children on my Facebook feed. I rarely talk about 9/11, and have tried to not think about it too much. It took me a very long time to go visit the 9/11 memorial downtown.   I finally made it just a few weeks ago, after a board meeting nearby, walking there almost by accident. Looking at the names engraved in the marble, I was reminded that it wouldn’t have taken much.  An hour later, a few floors lower. Or choosing that office on the 104th floor instead of the other one, a few months prior. And I feel deeply connected not just to those names, but to New York. Before 9/11, New York felt like an exciting, but ultimately foreign, city. After 9/11, I truly started feeling like a New Yorker. Everyone remembers where they were on 9/11.  Everyone has a story of some sort, many infinitely more tragic. This is just mine.

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XThariqClaude Code @anthropicai. prev YC W20, @spc, @medialab19:13 UTC

现在只看 pass/fail 分数基本没法解读模型评测了。很多 benchmark 失败不是模型差,而是隐藏测试太死板,甚至模型答案比标准答案更合理。

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it's basically impossible to interpret evals by looking at just at the pass/fail scores these days many of the failures I see in benchmarks are due to overly strict hidden tests, in some cases the model's answer makes more sense than the expected eval result

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XZara ZhangBuilder. Make something people want, then make people want it. Harvard’17. GitHub: https://t.co/KCuEaje1wd YouTube: https://t.co/8xzbGWsHgY18:48 UTC

“一个人公司”被高估了。AI 能让单人产出暴涨,但从零造东西本质上很孤独,没人一起想、一起熬、一起庆祝,你很容易松手。

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I think the idea of a "one-person company" is overrated Yes, a person can do a lot more thanks to AI. But building something new can be a profoundly lonely experience. You need someone to brainstorm together, suffer together, celebrate together... It is extremely easy to lose motivation when you don't tie yourself to the mast together with somebody else

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XDan Shipperceo @every | the only subscription you need to stay at the edge of AI18:40 UTC

跑分高不代表模型真能干好你的活,所以 Every 做了 3 年真实工作场景下的上手评测。现在他们把“体感评测”量化成内部个人基准平台,用每个人的日常任务来测模型。

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better benchmark scores don't tell you much about how well a model does on your real work that's why for the last 3 years @every we've done vibe checks on new models: long-form reviews based on hands-on testing on each model for our real work now we're doubling down, and getting more quantitative @hammer_mt and @nityeshaga built an internal platform for all of us to make personal benchmarks based on our real day-to-day work our vibe checks on new models used to be vibes only now we're starting to get more quantitative with checks very psyched about this :)

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XAaron Levieceo @box - your business lives in content. unleash it with AI18:29 UTC

现在可以把 Box 挂载到 agent 沙盒里,让 agent 更容易在自己的电脑上读写文件。企业里的 AI agent 要跑关键工作流,就必须拥有和人类一样的基础操作能力。

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This one is very cool. Now you can mount Box to agent sandboxes to make it far easier for an agent to read and write files on the agent's computer. As AI agents execute critical workflows in the enterprise, they're going to need the same primitives that people have had. https://t.co/h1BW92pMtH

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XDan Shipperceo @every | the only subscription you need to stay at the edge of AI18:20 UTC

加入地球上最 AI 上头的团队,站到浪潮中心,接触真正重要的新模型、工具和团队。来这里,写出你这辈子最好的文字。

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join the most ai pilled team on earth be at the center of the AI wave, with access to the new models, tools, and teams that matter do the best writing of your life: https://t.co/PDmrEAt4Yk

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XAditya AgarwalGeneral Partner @SPC, Co-Founder @Bevel_Health | Ex: Early Eng @facebook, CTO @Dropbox, Board @Flipkart | Optimist, Builder, Dad18:03 UTC

这条推文没有观点,只有一个 RSVP 链接;可用信息仅是作者在引导用户报名或预约活动。

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RSVP: https://t.co/WiWHBZ8pW7

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XAditya AgarwalGeneral Partner @SPC, Co-Founder @Bevel_Health | Ex: Early Eng @facebook, CTO @Dropbox, Board @Flipkart | Optimist, Builder, Dad18:03 UTC

加州要谈真创新、两党竞争和科技监管,不能只靠口号和单一政治惯性。这个秋天他们把决策者拉到桌前,9 月 23 日先聊 Steve Hilton。

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How do we encourage true innovation in CA? How do we enable a two-party state? How should technology be regulated? We're hosting conversations about tech policy with decision makers at @spc this fall. @SteveHiltonx on Sept 23rd. https://t.co/sThS98c6tx

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XMadhu GuruSr Director, AI at Meta; Prev: Google - Led Gemini, Veo, Nano Banana.16:27 UTC

大多数企业 AI 失败,是因为还在用老产品时代的组织打法:中央团队闭门造平台、低估 evals、脱离真实业务流,最后只换来被迫采用而不是生产力提升。 真正该做的是找做成过 AI 产品的人,把 evals 当核心基础设施,并把最强的 AI builder 嵌进财务、销售、客服等一线,一起重做工作本身。

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Why most enterprise AI efforts fail. 1/ Using old-school playbooks for AI The CEO picks a trusted lieutenant to lead a central AI team. That leader pulls in a group of trusted people from across the company. The problem here is the skill gap. The team structure, product patterns, how you launch and learn that got you here do not work with AI. Much of product development over the last 15 yrs has been incremental improvements. AI requires experimentation and invention. 2/ Under-investing in evals Most enterprises don't quite understand the importance of this and what good looks like here. (I have a whole evals series in the comments - check it out) 3/ Building AI for the company from the outside The central AI team declares itself a platform team and builds tools that everyone is supposed to adopt. These products are often disconnected from the actual workflows, context and judgment of the people doing the work. Begrudging adoption follows. But not meaningful productivity gains. What you should do: 1/ Hire leaders who have done successfully built AI products. You need technical/product depth plus the ability to earn trust with the people whose jobs they’re helping reinvent. 2/ Make evals a first class citizen in your AI efforts 3/ Embed your best AI builders inside the functions you want to transform. Build * with * finance , build * with * sales, build * with * support.

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XRyo LuDesigned @Cursor_ai, @NotionHQ, @Stripe, built startups. I make a world where anyone can make software. Aspiring k-pop idol.08:14 UTC

Cursor 现在支持长时间运行的 agents,把你的大想法交给它持续推进。重点不是补全几行代码,而是让 agent 扛起更长周期的构建任务。

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long-lived agents for your big ideas now in Cursor https://t.co/2sa0rX2415

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XAmjad Masadceo @replit. civilizationist07:47 UTC

把日常流程也套上预算约束:别只追求自动化能不能跑起来,先问它每次运行值不值这个成本。

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Routines with budgets! https://t.co/bAweXu6MJt

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XAmjad Masadceo @replit. civilizationist07:42 UTC

Replit 上已经冒出一批 Astra 3D 实验,说明这东西正在被开发者拿来真玩、真试水。

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Love seeing all the Astra 3D experiments on Replit! https://t.co/PC7FBalOeW

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PODCASTNo Priors10:00 UTC

Coinbase’s Everything Exchange: Agentic Finance, Stablecoins, and Tokenization with CEO Brian Armstrong

Brian Armstrong 认为,传统银行卡 30 美分起步的手续费根本不适合 AI 代理的微支付经济,尤其当 76% 的代理电商交易低于 30 美分时,“不能让 AI 没有银行账户”。AI 代理会拥有自己的金融账户,而当代理数量超过人类,代理经济也可能在不远的未来超过人类经济。

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Speaker 1 | 00:00 - 00:19 The minimum fee typically on a debit or credit card transaction is about 30¢ fee flat plus the additional percentage. Arguably, it doesn't really work well for anything under a dollar. Certainly, it doesn't make sense to pay 30¢ to send a 1¢ payment. And I believe the stats we last saw on this are that about, like, 76% of the agent ecommerce transactions we're seeing are under 30¢. We don't want the AIs to be unbanked. Speaker 1 | 00:19 - 00:37 You know, if we wanna bank the AIs, they deserve financial services as well. The AI agents themselves are gonna have to have their own accounts. And so we've made some simple tools where with a single command, just prompt, you paste it into your AI agent, it can now have its own financial account. So it'll be interesting to see how the agentic economy evolves. There'll be more agents than humans in the not too distant future. Speaker 1 | 00:37 - 00:43 It kind of stands to reason that the agentic economy will be bigger than the human economy at some point in the not too distant future as well. Speaker 2 | 00:50 - 01:32 Today, know Priors. We are joined by Brian Armstrong, the cofounder and CEO of Coinbase, one of the world's most important and earliest crypto companies that has also been quite aggressive at adopting AI. Brian is also the cofounder of New Limit, which is a antiaging and longevity company doing really interesting things in biology, including certain types of high throughput screening to understand, aging, different uses of AI, etcetera. Brian is one of the most forward thinking people I know on different aspects of science, technology, art, the world, etcetera. So I was very excited to have this conversation with him, and we'll be talking about everything from what's happening in the cry

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