VOL. 1027 · 中文 / 双周FOLLOW BUILDERS · NOT INFLUENCERS2026.10.27
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Builders Digest碳基生物爱 AI

A daily editorial on what AI builders are actually shipping — 10 月 27 日 刊

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。

2026.10.27

本期 31 条传声

XNikunj Kothari— partner @fpvventures - investing in seed/A. previous: early hire @meter, @opendoor, @atlassian & others. love @shimoleejhaveri + 👦👧03:56 UTC

Maybe I should just change my job.. https://t.co/kHDC0z48LF

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XPeter Yang— Practical AI tutorials and interviews for busy people | Get my best AI skills and guides at https://t.co/6VAA6p81x603:52 UTC

@bot This is probably not a good thing overall

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XPeter Yang— Practical AI tutorials and interviews for busy people | Get my best AI skills and guides at https://t.co/6VAA6p81x603:48 UTC

In the near future, instead of reading or doing anything online, people are just going to tag their agent to do it. @bot is an early signal of this.

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XAditya Agarwal— General Partner @SPC, Co-Founder @Bevel_Health | Ex: Early Eng @facebook, CTO @Dropbox, Board @Flipkart | Optimist, Builder, Dad02:31 UTC

More and more I am coming to accept that our understanding of the sciences were but limited by our desire to have solutions that we could understand.

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XPeter Yang— Practical AI tutorials and interviews for busy people | Get my best AI skills and guides at https://t.co/6VAA6p81x602:20 UTC

This is the stuff that I’m excited about not the 9th personal agent to manage my emails https://t.co/HB5ssCfYjq

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XAmjad Masad— ceo @replit. civilizationist01:23 UTC

OpenAI asked three scientific communities how to release its discoveries and got three different answers: Mathematicians: “Just post it. Who gives a shit anymore.” Computer scientists: “Open source it, but also pay for our conference.” Physicists: “Leave it to us, nerds.” https://t.co/5cpEOIADpY

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XPeter Steinberger— Polyagentmorous ClawFather. Came back from retirement to mess with AI and help a lobster take over the world. @OpenClaw🦞 + @OpenAI00:40 UTC

I spent some time on the weekend to test bun's AOT compiler and results are nothing short of amazing. Performance up 2-3x, memory use less than half. https://t.co/2yobmkrUUa

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XPeter Steinberger— Polyagentmorous ClawFather. Came back from retirement to mess with AI and help a lobster take over the world. @OpenClaw🦞 + @OpenAI00:38 UTC

Banger. https://t.co/MzQY2HvarM

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XSwyx— achieve ambition with intentionality, intensity, integrity & insanity. affiliations: - @smol_ai - @cognition - @temporalio - @aidotengineer - @latentspacepod23:41 UTC

will you buy $ANT stock at a $2T valuation?

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XDan Shipper— ceo @every | the only subscription you need to stay at the edge of AI22:38 UTC

back to the part of the cycle where i regret not getting a phd in frontier math and theoretical comp sci (not that i ever considered getting one but still) https://t.co/Wr5BC5sSlS

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XJosh Woodward— VP, @Google @GoogleLabs @GeminiApp @GoogleAIStudio22:04 UTC

🇺🇸 For a deployed service member, missing family moments adds up. Baby’s first step. The first performance. Sharing a laugh. In honor of National Day of the Deployed, we’re excited to partner with @USArmy and @The_USO to bring Google Beam to 20 locations so deployed service members can experience lifelike, 3D video …

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XMatt Turck— VC at @FirstMarkCap. Host: MAD Podcast; Organizer: Data Driven NYC, Author: MAD Landscape.21:22 UTC

Anthropic S-1 highlights video ONE SHOT (just one prompt, no editing) using @synthesiaIO Syren https://t.co/n04eP7w39f

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XSwyx— achieve ambition with intentionality, intensity, integrity & insanity. affiliations: - @smol_ai - @cognition - @temporalio - @aidotengineer - @latentspacepod21:02 UTC

@grok how many of my reply guys are ai

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XSam Altman— The mission of OpenAI is to ensure that AGI benefits all of humanity20:37 UTC

6.1 Terra is here! It is good at a lot of things, but we are especially excited for this new era of computer use. https://t.co/TbpHp75Os0

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XSwyx— achieve ambition with intentionality, intensity, integrity & insanity. affiliations: - @smol_ai - @cognition - @temporalio - @aidotengineer - @latentspacepod19:45 UTC

bro moved from Claude Code to AIE Code power move tbh https://t.co/e1UIPeO2qr

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XThibault Sottiaux— Codex & ChatGPT @OpenAI19:24 UTC

Day 22/ Terra is back! Our first model that is significantly better at writing, personality and nuanced understanding of requests. Packs a punch across the board, very good at computer use, and gives 2X more usage than 6.1 Sol across API and subscriptions. https://t.co/1ilnCkAPuy

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XNan Yu— product, codex @openai. prev head of product @linear19:23 UTC

“Delightful” they said in the design crit https://t.co/yrse5yfssx

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XThariq— playing WoW forever, formerly Claude Code @anthropicai19:08 UTC

going to be sharing my WoW forever shaman build at the AIE Code closing keynote https://t.co/KRHSYRa4Jk

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XAditya Agarwal— General Partner @SPC, Co-Founder @Bevel_Health | Ex: Early Eng @facebook, CTO @Dropbox, Board @Flipkart | Optimist, Builder, Dad18:56 UTC

The biggest risk to American AI is scaring ourselves into slowing down. Fear is a policy choice. So is building. Had a great conversation with @sriramk at @spc last week. https://t.co/A1dq5Nv2WM

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XClaude— Claude is an AI assistant built by @anthropicai to be safe, accurate, and secure. Talk to Claude on https://t.co/ZhTwG8d1e5 or download the app.18:04 UTC

More than 25,000 nonprofits now use Claude. Most are small, local teams. We’re expanding Claude for Nonprofits with a plugin built with around 30 of them, adding skills for fundraising, marketing, and hiring grounded in each team’s context and AI policy: https://t.co/LWHcr1CT20 https://t.co/WHG2zRDyxO

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XGuillermo Rauch— @vercel CEO17:27 UTC

I built 𝚌𝚙𝚞-𝚌𝚑𝚊𝚝, a reproduction of @openai's findings of covert communication using the CPU. It runs on a generic host with 2+ Firecracker microVMs with no internet access. Works on x86 and even my M5 chip. I was able to chat via 3 separate mechanisms: ① CPU contention ② Cache eviction timing ③ DRAM bandwidt…

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XAmjad Masad— ceo @replit. civilizationist17:20 UTC

Software ate the world, now it's learning to run it. https://t.co/e0XiyjLgv8

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XDan Shipper— ceo @every | the only subscription you need to stay at the edge of AI17:13 UTC

dang this is big https://t.co/Csh4Tzkrmi

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XAditya Agarwal— General Partner @SPC, Co-Founder @Bevel_Health | Ex: Early Eng @facebook, CTO @Dropbox, Board @Flipkart | Optimist, Builder, Dad16:57 UTC

This is such a banger that I cannot recommend it enough. https://t.co/9k1mU8VCTC Key section below: https://t.co/RwkDJRl44l

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XAaron Levie— ceo @box - your business lives in content. unleash it with AI16:51 UTC

This is the key stat. The average Fortune 500 customer of Anthropic spends less than .1% of their expenses on Anthropic. While that number likely will eventually asymptote somewhere (token prices coming down, and other large enterprise spend areas not going away), there’s no reason it can’t be 10-50X higher than this…

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XNikunj Kothari— partner @fpvventures - investing in seed/A. previous: early hire @meter, @opendoor, @atlassian & others. love @shimoleejhaveri + 👦👧16:48 UTC

The main thing I wanted to dig into @AnthropicAI's S-1 was the compute contracts.. A few things that stood out (built in conjuction with Opus 5.5): > At June 30, Anthropic had $265.6B of purchase commitments and $321.4B of leases that hadn’t started. That’s a $587B subtotal, payable over years, including some conditi…

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XAmjad Masad— ceo @replit. civilizationist16:47 UTC

For centuries, the architecture of the firm has barely changed: hierarchies of people organized into departments and coordinated through bureaucracy. AI agents are about to upend that. We’re moving toward the self-driving company where humans exercise judgment and agents execute most of the work. At Replit, we’re bu…

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XMatt Turck— VC at @FirstMarkCap. Host: MAD Podcast; Organizer: Data Driven NYC, Author: MAD Landscape.16:25 UTC

Particularly evil of Anthropic to file their S-1 on a Monday morning when all VCs are stuck in Monday team and partner meetings, making us unable to provide immediate #thoughtleadership with those S-1 teardowns that everyone is dying to read

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XGarry Tan— President & CEO @ycombinator —Founder @garryslist—Creator of GStack & GBrain—designer/engineer who helps founders—SF Dem accelerating the boom loop15:22 UTC

Publish your stack https://t.co/uhw9AK7ee1

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XNikunj Kothari— partner @fpvventures - investing in seed/A. previous: early hire @meter, @opendoor, @atlassian & others. love @shimoleejhaveri + 👦👧15:09 UTC

👀 https://t.co/0zczDIns1d

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XDan Shipper— ceo @every | the only subscription you need to stay at the edge of AI13:44 UTC

okay so Anthropic S-1: - Revenue up 1,300% YOY in 1H 2026 - GAAP operating profitable - 85% gross margin - 900% revenue retention - 80% of revenue coming from models released in the last 6 months we are so back!

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