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历史日 · ISSUE 2026.198

2026 年 7 月 17 日 · 周五

Jul 17 2026
1 🎙18 位作者 · 38 🐦
2026-07-17
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播客

今日 1 期
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🎙 播客Unsupervised Learning· 7 月 16 日

Ep 91: Top AI Analyst Unpacks Today's AI Hype Cycle

你可以挥挥手说,不。这就像电。好吧,行吧。它就像电。

约 78 分钟
16K 词
🐦

X 上的 builders

18 位作者 · 38 条
GT
Garry Tan@garrytanPresident & CEO @ycombinator —Founder @garryslist—Creator of GStack & GBrain—designer/engineer who helps founders—SF Dem accelerating the boom loop

Just be a YC startup Problem solved

只要成为一家 YC startup,问题就解决了。

♥ 27↻ 2💬 87/17 · 06:43

Please join @garryslist We are trying to organize the common sense builders It’s going to be the defining fight for California and America

请加入 @garryslist。我们正试图把那些具备 common sense(常识)的建设者组织起来。这将成为决定 California 和 America 走向的一场关键斗争。

♥ 115↻ 3💬 147/17 · 05:28
完整阅读 →
SW
Swyx@swyxachieve ambition with intentionality, intensity, integrity & insanity.

HOLY FUCKING SHIT the react avengers have assembled

他妈的太炸了,react avengers 集结完毕了

♥ 12↻ 0💬 67/17 · 06:32

we make sure some of the top YC AI companies are featured at AIE every single year. this year, we were graced by @garrytan and @eve_bouff to cap off our startups and design engineer focused audiences respectively.

我们确保每一年都会让一些顶尖的 YC AI 公司亮相 AIE。今年,我们很荣幸请到 @garrytan 和 @eve_bouff,分别为我们以 startup 和 design engineer 为重点的观众群体压轴收尾…

♥ 36↻ 1💬 127/17 · 02:10
还有 1 条来自 @swyx →
AM
Amjad Masad@amasadceo @replit. civilizationist

$NVDA should be pumping on the K3 news.

按理说,$NVDA 应该会因为 K3 的消息而大涨,结果反而跌了。

♥ 145↻ 0💬 347/17 · 05:33

Apparently the distillation model can outperform the teacher model 😂

看来,distillation model(蒸馏模型)居然还能跑赢 teacher model(笑哭)

♥ 2.1K↻ 107💬 1047/17 · 00:08
还有 1 条来自 @amasad →
AA
Aditya Agarwal@adityaagGeneral Partner @SouthPkCommons, Co-Founder @Bevel_Health | Ex: Early Eng @facebook, CTO @Dropbox, Board @Flipkart | Optimist, Builder, Dad

If you have something very valuable....but letting people use it allows them to recreate it...then maybe it wasn't very valuable in the first place?

如果你拥有某样非常有价值的东西……但一旦让别人使用它,他们就能把它复现出来……那也许它从一开始就没那么有价值?

♥ 38↻ 1💬 47/17 · 05:07

I am literally switching models off of Fable right now for our systems.

我现在真的正在把我们系统里的 models 从 Fable 切换掉。这不是想故意夸张……但如果已经有一个不错而且免费的替代方案,你为什么还要付那个价格?

♥ 68↻ 3💬 127/17 · 05:07
还有 1 条来自 @adityaag →
PY
Peter Yang@petergyangPractical AI tutorials and interviews for busy people | Get my best AI skills and guides at https://t.co/6VAA6p81x6

Underrated reply 🤣

被低估的回复 🤣

♥ 295↻ 11💬 77/17 · 05:04

I'm surprised Claude Code doesn't have any Google Workspace connectors beyond Drive while ChatGPT does

我很惊讶,Claude Code 除了 Drive 之外竟然没有任何 Google Workspace connectors(连接器),而 ChatGPT 却有

♥ 2↻ 0💬 07/17 · 04:06
还有 1 条来自 @petergyang →
TS
Thibault Sottiaux@thsottiauxCodex & ChatGPT @OpenAI

Spurious correlation or causation?

虚假相关,还是因果关系?

♥ 372↻ 3💬 1767/17 · 04:50

Look at this beauty

看看这个尤物

♥ 703↻ 13💬 1647/17 · 01:30
还有 1 条来自 @thsottiaux →
NK
Nikunj Kothari@nikunjpartner @fpvventures - investing in seed/A. previous: early hire @meter, @opendoor, @atlassian & others. love @shimoleejhaveri + 👦👧

this is who runs this account

这就是运营这个账号的人

♥ 19↻ 0💬 27/17 · 03:39
完整阅读 →
ZZ
Zara Zhang@zarazhangruiBuilder. Dangerously skips permissions. Harvard’17. GitHub: https://t.co/KCuEajezlL YouTube: https://t.co/8xzbGWtf6w

So many interesting hardware ideas from China Like this face mask that doubles as a mic so that you can use voice dictation in public areas without being overheard

来自 China 的硬件创意真是太有意思了,比如这款既可当面罩又可当麦克风的 face mask,这样你就能在公共场所使用语音听写,而不用担心被别人听见。

♥ 88↻ 3💬 167/17 · 03:08
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CW
Cat Wu@_catwuclaude code + cowork @anthropicai, prev: @dagster, @scale_ai

You know your workflows best.

你最了解自己的工作流程。向我们的团队展示你是如何使用 Cowork 的,这样我们就能让它更好地为你服务!如果你从事 marketing、sales、finance、legal,或任何非工程类岗位,请在这里报名,与我们的团…

♥ 155↻ 9💬 117/17 · 01:49
完整阅读 →
BC
Boris Cherny@bchernyClaude Code @anthropicai

The bigger payoff comes when fixing and maintaining happens in the background and your teams can focus on building.

更大的回报出现在修复与维护都能在后台完成、而你的团队可以把注意力放在构建上的时候。那时你就会开始做一些此前甚至都不在能力范围内的事。Anthropic 目前在第 3 步,并正朝着第 4 步推进。就我个人而言,我刚达到第 …

♥ 89↻ 3💬 217/17 · 01:32

Once your teams are bought in, how do you track it?

当你的团队都已经 buy in(认同并接受)之后,你要如何追踪这件事?usage(使用量)值得关注——比如看 dashboard(仪表盘)——但它衡量的是 activity(活动量),不是 return(回报)。一个更好…

♥ 83↻ 2💬 117/17 · 01:32
还有 1 条来自 @bcherny →
GR
Guillermo Rauch@rauchg@vercel CEO

Kimi K3 is the best performing model on ahead of Fable, reaching a comparable success rate in less time.

Kimi K3 在 ahead of Fable 上是表现最好的 model,以更短时间达到了可比的成功率。这是 open model 首次在这个综合性的 web engineering 基准测试中领先于所有 propr…

♥ 2.8K↻ 193💬 927/16 · 23:37

this is who runs this account 🧉

这就是运营这个账号的人 🧉

♥ 210↻ 2💬 257/16 · 23:27
还有 1 条来自 @rauchg →
MG
Madhu Guru@realmadhuguruSr Director, AI at Meta; Prev: Google - Gemini, Veo, Nano Banana.

Open-weight models like Kimi and GLM will cause a complete rethink of the enterprise AI stack.

像 Kimi 和 GLM 这样的 open-weight models(开放权重模型)将促使企业 AI stack(AI 技术栈)被彻底重新思考。如果你在运营一家企业,就需要尽可能最大化 model optionalit…

♥ 92↻ 7💬 47/16 · 22:38
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AL
Aaron Levie@levieceo @box - your business lives in content. unleash it with AI

It’s truly wild that we’re getting this level of performance from open models.

我们竟然能从 open models 获得这种级别的性能,真的非常惊人。祝贺 Kimi team 做到这一点。每次我们降低 frontier intelligence(前沿智能)的成本,企业能够承接的 use-case(…

♥ 529↻ 46💬 377/16 · 20:47

Here’s another awesome use-case for what we can now do with our unstructured data because of AI agents.

这是另一个很棒的用例,展示了因为 AI agents(AI 智能体),我们现在能够如何利用非结构化数据。Box 现在已经与 Databricks 打通,因此你可以从 enterprise content(企业内容)中提取…

♥ 131↻ 16💬 167/16 · 15:47
完整阅读 →
SA
Sam Altman@samaAI is cool i guess

i talk to chatgpt more than i type to it at this point new voice model really crossed a threshold

到了现在,我和 ChatGPT 说话的次数已经比打字给它的次数还多了;这个新的语音模型确实跨过了一个门槛。

♥ 9.7K↻ 275💬 1.5K7/16 · 19:47

we did not have our best last 12 months ever, which is mostly my fault, but we are about to have our best 12 months to date. the team is doing amazing work and i think you’ll be very happy with what they’ve got cooking for you. i am happy about this for many reasons, but mostly because i care about our users winning.

我们过去 12 个月的表现并不是有史以来最好的,这主要是我的责任;但接下来的 12 个月将会是我们迄今为止最好的一段时间。团队正在做着了不起的工作,我想你们会对他们正在为你们酝酿的东西感到非常满意。我为此高兴,原因有很多…

♥ 19.9K↻ 696💬 1.7K7/16 · 18:06
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DS
Dan Shipper@danshipperceo @every | the only subscription you need to stay at the edge of AI

we will vibe check Kimi K3 but i am extraordinarily skeptical of claims it’s as good as fable

我们会来 vibe check 一下 Kimi K3,但我对“它和 fable 一样好”这种说法极其怀疑。

♥ 371↻ 2💬 297/16 · 19:35

not surprising that @OpenAI is firing on all cylinders right now, and it’s an unbelievably interesting story - they launched GPT-5 summer of 2025 and positioned it as a pair programmer. we wrote at the time @every that they completely missed the new agentic coding that was starting to happen inside of Claude Code. they bet on agentic coding in the browser / vms and vibe coding in ChatGPT but it was too early - a small team broke off and began working on a separate Codex model line and product. didn’t have to serve the gigantic customer base of ChatGPT, and by November / December of 2025 with 5.3 it was clear they were starting to make something good and the progress was fast - Codex Desktop app launched in Feb and was just clearly superior. there’s a weird late comer advantage sometimes in AI because you get to skip to what works instead of your product having the scars of new capability improvements being bolted on every 3 months - Codex started getting popular it was clear it was a thing, and needed to get merged back in.

@OpenAI 现在火力全开,这一点并不令人意外,而且这整个故事也精彩得难以置信——他们在 2025 年夏天发布了 GPT-5,并把它定位成一个 pair programmer(结对程序员)。我们当时在 @every 写…

♥ 677↻ 27💬 307/16 · 18:38
还有 1 条来自 @danshipper →
GL
Google Labs@GoogleLabsGoogle’s home for our latest AI tools and experiments.

Who remembers when Project Tailwind was just a little, baby Labs experiment?

还有谁记得,当年的 Project Tailwind 还只是一个小小的、刚起步的 Labs experiment(实验项目)吗?后来,它最终变成了 NotebookLM。今天,也要热烈祝贺这个团队正式成为 @Gemini…

♥ 443↻ 34💬 127/16 · 19:07
完整阅读 →
JW
Josh Woodward@joshwoodwardVP, @Google @GoogleLabs @GeminiApp @GoogleAIStudio

I still remember the exact room, watching @stevenbjohnson break down how he writes books.

我至今还记得那个确切的房间,当时看着 @stevenbjohnson 拆解他是如何写书的。那就是一个小项目的火花,而我们当时完全没想到它会发展到这么大。今天,已有超过 3000 万人和 60 万家组织在使用它,而且它还在…

♥ 381↻ 30💬 287/16 · 17:44
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MT
Matt Turck@mattturckVC at @FirstMarkCap. Host: MAD Podcast; Organizer: Data Driven NYC, Author: MAD Landscape.

This great conversation with @sk7037 of @OpenAI is also available on Spotify, Apple Podcasts and here on YouTube (note: we had sound qualities in this episode, apologies, but the conversation is well worth a listen)

这场与 @OpenAI 的 @sk7037 的精彩对谈也可在 Spotify、Apple Podcasts,以及这里的 YouTube 上收听/观看(注:这一期的音质有些问题,抱歉,但这场对话仍然非常值得一听)

♥ 2↻ 0💬 07/16 · 16:24

"We can't build fast enough": my conversation with Sachin Katti (@sk7037), Head of Industrial Compute at @OpenAI about Stargate, Jalapeno, data center financing, and all things compute.

“We can't build fast enough”:我与 OpenAI Industrial Compute 负责人 Sachin Katti(@sk7037)的对谈,内容涵盖 Stargate、Jalapeno、…

♥ 26↻ 1💬 67/16 · 16:24
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