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🐦 X · 动态Dan Shipper @danshipper· 2026 年 7 月 16 日· 258 词 · 约 1 分钟

Dan Shipper · @danshipper

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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💬 29x.com ↗
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. Which they did, imo quite well—a super complicated thing that would’ve been very easy to screw up. most companies try to disrupt themselves and fail. OpenAI somehow figured out how to disrupt their main product, and then merge it back in seamlessly. incredible aura
@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 写过,他们完全错过了当时正在 Claude Code 内部开始出现的新型 agentic coding(agent 驱动编程)。他们把赌注押在了浏览器 / vms 里的 agentic coding,以及 ChatGPT 里的 vibe coding 上,但那时候还太早——后来有一个小团队分拆出来,开始做一条独立的 Codex model line 和产品线。不必去服务 ChatGPT 那个庞大无比的客户群,到 2025 年 11 月 / 12 月,随着 5.3 发布,已经很明显他们开始做出真正不错的东西了,而且进展非常快——Codex Desktop app 在 2 月上线,显然就是更强。有时候 AI 领域会有一种奇怪的后来者优势,因为你可以直接跳到真正有效的方案,而不是让自己的产品每隔 3 个月就把新能力硬拧上去,留下满身伤疤——随着 Codex 开始流行起来,很明显它成气候了,也需要被重新合并回去。而他们确实做到了,依我看还做得相当好——这是一件极其复杂、却也极其容易搞砸的事。大多数公司都试图颠覆自己,结果失败了。OpenAI 不知怎么竟然做到了先颠覆自己的主产品,然后再把它无缝合并回去。气场惊人。
♥ 677↻ 27💬 30x.com ↗
look at those emoji reactions this is how we win
看看这些 emoji 反应,这就是我们取胜的方式。
♥ 7↻ 0💬 0x.com ↗
原文 ↗https://x.com/danshipper
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