🌐 双语
Archive

AI Builders
Digest

2026-04-14 12 builders · 25 tweets · 1 podcasts · 0 blogs

🔥 热点话题

AI 连接物理世界:Periodic Labs 创始人 Liam Fedus 谈材料科学革命AI Meets the Physical World: Periodic Labs Co-Founder Liam Fedus on Revolutionizing Materials Science

The Takeaway: 要真正加速科学和技术进步,就必须将 AI 系统与物理世界相连,通过实验驱动的闭环学习来推进材料工程。

Periodic Labs 联合创始人 Liam Fedus(前 OpenAI 后训练 VP,曾在 Google Brain 工作)拥有物理学背景,曾参与暗物质研究和早期 transformer 等创新。他解释说,物理学家大量进入 AI 领域,是因为该领域提供高杠杆且严谨的思考方式,尤其在高能物理瓶颈后。

Fedus 强调,语言模型虽强大,但 2022 年的 ChatGPT 技术还不足以实现物理世界的连接;如今的推理和代理能力才使之可能。数据方面,他们利用现有模型的数万亿 token 先验知识,但在特定化学空间中需要实验数据来提供真实 grounding,并形成交互闭环:分析异常、与模拟和文献一致性,然后指导下一次实验。

架构上,语言模型作为 orchestration layer,指导专门针对原子系统的对称感知神经网络,作为工具和奖励函数。Fedus 指出,物理科学将类似于 LLM 时代,建立 scaling properties,通过自动化和智能系统大规模实验。

他最兴奋的是多学科团队的迭代:物理学家、化学家与顶尖 AI 研究者紧密合作,改变传统研究方式。

“Science ultimately isn't sitting in a room thinking really hard. You have to conduct experiments. You have to learn from them. You have to interface with reality.”

在十年愿景中,成功将带来原子级合成代理,加速半导体、航空航天和能源等领域,让物理世界的发展跟上数字世界的步伐。
The Takeaway: True acceleration in science and technology requires connecting AI systems to the physical world through experiment-driven closed-loop learning to advance materials engineering.

Periodic Labs co-founder Liam Fedus (former VP of Post-Training at OpenAI, previously at Google Brain) has a physics background, including dark matter research and early innovations like transformers. He explains why so many physicists enter AI: it offers high-leverage, principled thinking, especially after bottlenecks in high-energy physics post-Higgs.

Fedus stresses that while language models are powerful, 2022-era ChatGPT tech wasn't sufficient for physical-world connection; today's reasoning and agent capabilities make it possible. On data, they leverage trillions of tokens from existing models for foundational priors, but need experimental data for grounding in specific chemical spaces, forming an interactive closed loop: spotting aberrations, checking consistency with simulations and literature, then driving the next experiments.

Architecturally, language models act as an orchestration layer directing specialized symmetry-aware neural nets for atomic systems as tools and reward functions. Fedus notes physical sciences will mirror the LLM era by establishing scaling properties and running massive experiments via automation and intelligence.

He's most excited about multidisciplinary iteration: physicists and chemists working closely with top AI researchers, fundamentally changing decades-old research practices.

"Science ultimately isn't sitting in a room thinking really hard. You have to conduct experiments. You have to learn from them. You have to interface with reality."

In a ten-year vision, success means agency for atomic rearrangement and synthesis, accelerating semiconductors, aerospace, and energy so the physical world keeps pace with digital change.
查看原文 →

Vercel 开源 Open Agents:企业构建内部 AI 软件工厂的参考平台Vercel Open Sources Open Agents: Reference Platform for Companies Building Internal AI Software Factories

Vercel CEO Guillermo Rauch 今天开源了 Open Agents,这是一个云编码代理的参考平台。许多公司如 Stripe(Minions)、Ramp(Inspect)、Spotify(Honk)、Block(Goose)等正在构建自己的“AI 软件工厂”。

原因有二:技术上,现成编码代理难以处理大型 monorepo、缺乏机构知识、集成和自定义工作流;业务上,软件公司的护城河将从“所写代码”转向“代码的生产方式”,优势在于工厂本身。

Open Agents 部署在 Vercel 的 agentic 基础设施上,包括 Fluid(代理大脑)、Workflow(长期运行持久性)、Sandbox(安全代码执行)和 AI Gateway(多模型 token)。即使不使用 Vercel 托管,该代码库因开放 SDK 和运行时而极具价值。

如果您正在构建内部或面向用户的 agentic 编码平台,可直接部署它:https://vercel.com/blog/open-agents
Vercel CEO Guillermo Rauch today open sourced Open Agents, a reference platform for cloud coding agents. Companies like Stripe (Minions), Ramp (Inspect), Spotify (Honk), Block (Goose), and others are building their own "AI software factories".

Two reasons: Technically, off-the-shelf coding agents struggle with huge monorepos, lack institutional knowledge, integrations, and custom workflows. On a business level, software companies' moats will shift from 'the code they wrote' to the 'means of production' of that code—the alpha is in your factory.

Open Agents deploys to Vercel's agentic infrastructure: Fluid for the agent's brain, Workflow for long-running durability, Sandbox for secure code execution, and AI Gateway for multi-model tokens. The codebase is valuable even if not hosting on Vercel due to the focus on open SDKs and runtimes.

If you're building an internal or user-facing agentic coding platform, deploy this: https://vercel.com/blog/open-agents
查看原文 →

🛠️ 开发者工具与技巧

Replit CEO Amjad Masad 分享产品更新与观察Replit CEO Amjad Masad Shares Product Updates and Observations

Replit CEO Amjad Masad 指出,人们往往对可衡量的事物宽松,对本质模糊的事物却要求严苛——他们扭曲数据以符合叙事,却要求现实中无法精确的事物有精确性。这是一种“假装严谨”。

他还提到,现在可以配置应用托管区域,这对合规和隐私法规特别有用。

此外,Amjad 调侃 GPT-2 “太危险了……以至于太搞笑了”。
Replit CEO Amjad Masad observes that most people are loose with what’s measurable and rigid with what’s inherently fuzzy. They bend data to fit the story but demand precision from things that don’t survive contact with reality—LARPing rigor.

He announces that you can now configure your app hosting region on Replit, especially useful for compliance and privacy laws.

Amjad also quipped that GPT-2 was actually too dangerous…ly hilarious.
查看原文 →查看原文 →查看原文 →

Cursor 设计负责人 Ryo Lu 展示自定义多代理视图Cursor Design Lead Ryo Lu Showcases Custom Multi-Agent Views

Cursor 设计负责人 Ryo Lu 宣布更多自定义和多代理视图即将到来,用户可以按自己的方式上下左右分割界面。

他还邀请在旧金山的朋友参加活动。
Cursor Design Lead Ryo Lu shares that split it up, down, left, right your way—more customizations and multi-agent views are coming.

He also invites people in SF to come hang out.
查看原文 →查看原文 →

Anthropic Claude Code 团队分享新渲染器Anthropic Claude Code Team Shares New Renderer

Claude Code @anthropicai 的 Thariq 介绍了新的 Claude Code renderer。用户可通过设置 CLAUDE_CODE_NO_FLICKER=1 claude 启用它。

完整文档在此:https://docs.anthropic.com 或相关链接。他询问用户体验如何。
Thariq from Claude Code @anthropicai shares the new Claude Code renderer. Enable it with CLAUDE_CODE_NO_FLICKER=1 claude.

Full docs are here. He asks what your experience has been like if you've tried it.
查看原文 →查看原文 →

Garry Tan 发布 GBrain v0.9.3 更新Garry Tan Releases GBrain v0.9.3 Update

Y Combinator CEO Garry Tan 发布了 GBrain v0.9.3,现在支持搜索调优、搜索评估、CJK 查询和更好的健康检查,以及大量安全修复。用户可让 Claw 或 Hermes 升级。

GBrain 是他个人意见化的 OpenClaw/Hermes Agent 设置,包括基于 OpenAI Realtime 的语音代理等 skillpacks。
Y Combinator President & CEO Garry Tan announces GBrain v0.9.3 now available with search tuning, search evals, CJK queries, and better health checks, plus lots of security hotfixes. Ask your claw or hermes to upgrade.

GBrain is his opinionated OpenClaw/Hermes Agent setup, including skillpacks like a voice agent built on OpenAI Realtime.
查看原文 →查看原文 →

Swyx 推荐写作模板并观察 AI 工程集中地Swyx Recommends Writing Template and Notes AI Engineering Hub

Swyx 推荐 Anh 开源的写作 Skills 模板,用于提升写作能力,她是 devtools HN 的资深贡献者。

他还指出,全球约 80% 的 agents 和 AI 工程是在这 3 平方英里内完成的。
Swyx highlights that Anh, a consistent heavy hitter in devtools HN, open sourced her writing Skills template.

He notes that ~80% of the world’s agents and AI engineering is done in these 3 square miles.
查看原文 →查看原文 →

🌍 其他动态

Box CEO Aaron Levie 描述 AI 代理转型中的新企业角色Box CEO Aaron Levie Describes New Enterprise Role for AI Agent Transformation

Box CEO Aaron Levie 表示,与企业讨论 AI 代理转型时,清晰可见未来大多数企业将出现新角色:代理部署者和管理者。

该职位需识别团队最高杠杆工作流(现有或新),让代理实现 100 倍速度或 100 倍规模执行,如处理更多 leads、自动化合同审查、简化客户入职等。

职责包括设计未来状态工作流、映射数据流、提供上下文、管理人机交互、运行 evals 并跟踪 KPI。需要流程映射能力、一定技术性(熟悉 skills、MCP、CLIs),同时具备业务运营技能。公司需赋予其连接系统和驱动自动化的自主权。

此角色可由现有人员转型或新增,适合每团队配置,可能归属 IT/AI 团队或职能部门。对于下一代 AI 倾斜的技术人才,这是绝佳职位,也为工程师提供明显路径。
Box CEO Aaron Levie says the more enterprises he talks to about AI agent transformation, the clearer it becomes that a new type of role will emerge: the agent deployer and manager.

This person identifies highest-leverage workflows where agents drive massive value—executing 100X faster or 100X more often, like processing more leads with extra signal, automating contracting review, streamlining onboarding, or building company-wide knowledge bases.

The job involves designing future-state workflows, mapping structured/unstructured data flows, providing context to agents, defining human interfaces, managing evals after model/data changes, and tracking KPIs. They need process-mapping skills, technical comfort with skills, MCP, CLIs, plus strong operational and business abilities, with autonomy to connect systems.

It could be a repositioned existing person or net new hire, likely one or more per team. Great opportunity for next-gen AI-leaning technical hires and a clear path for engineers.
查看原文 →

Every CEO Dan Shipper 谈软件工程角色与 AI 哲学Every CEO Dan Shipper on Software Engineering Roles and AI Philosophy

Every CEO Dan Shipper 认为 2026 年的软件工程需要两种角色:海盗(pirate)和建筑师(architect)。海盗快速编码验证价值,建筑师将混乱转化为高效机器。

他还赞同 Kieran 的观点:“An agent is just folder” 是一个绝佳的心智模型,改变了他对 AI 系统的思考。

此外,新技术需要哲学:语言模型如何改变他对世界的看法。
Every CEO Dan Shipper says software engineering in 2026 needs two roles: a pirate who codes as fast as possible to figure out value, and an architect who turns the sloppy mess into a well-oiled machine.

He highlights Kieran’s “An agent is just folder” as an insanely good mental model that changed how he thinks about AI systems.

New technology requires philosophy: here’s how language models have changed how he thinks about the world.
查看原文 →查看原文 →查看原文 →

其他 AI 观察与提醒Other AI Observations and Reminders

OpenAI VP Science Kevin Weil 同意 @gdb 的观点。

Roblox 产品负责人 Peter Yang 提醒自己不要只优化 OpenClaw 和 Claude Code 设置,而要专注于真正完成工作。他还提到 GPT 集成若不改善,对 OpenAI 可能是小危机,因为 Claude Opus 设定了高标准。

FPV Ventures 合伙人 Nikunj Kothari 分享前沿实验室无限 token 的保留优势趣事,以及代理初创公司 token 限制导致人才回流的故事。
OpenAI VP Science Kevin Weil could not agree more with @gdb.

Roblox Product Peter Yang reminds himself: with OpenClaw, Claude Code etc., am I setting up workflows for real work or just optimizing setups? He notes a potential mini-crisis for OpenAI if GPT integration doesn't improve soon, as the bar is set by Opus.

FPV Ventures partner Nikunj Kothari shares a true story about frontier labs' unlimited tokens as retention perk, where talent returns after hitting token limits at agentic startups.
查看原文 →查看原文 →查看原文 →查看原文 →