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2026-08-07 15 builders · 31 tweets · 1 podcasts · 1 blogs

🔥 热点话题

如何构建长时程自主 AI Agent:Basis 联合创始人 Mitch Troyanovsky 的深度分享How to Build Long-Horizon AI Agents: Insights from Basis Co-founder Mitch Troyanovsky

The Takeaway:真正可靠的长时程 Agent 不能只靠 outcome evals,必须用 behavior specs 做过程监督,并精心设计 Agent 的 ontology 世界。

Mitch Troyanovsky 是 Basis 联合创始人。这家独角兽公司的 Agent 能自主运行数小时甚至数天,完成端到端报税等复杂会计工作。他指出,LLM 默认只有巨大工作记忆、没有真正的短/长期记忆,一旦任务超出上下文窗口就会出现 coherence 崩溃。解决之道不是单纯堆更多 outcome 测试(即使 100 个 evals 全过也不可信),而是向人类组织学习:把“好过程”写成 markdown 形式的 behavior specs,既作为人类对齐标准,也作为 judge 的 rubric。这些 specs 不直接喂给 Agent,而是用来评估轨迹是否表现出正确行为(例如必须引用 IRS 原始来源而非 Wikipedia)。

他强调:"English is more precious because the English affects the performance. The code does not affect the performance." 上下文就是 runtime 训练数据,必须像对待代码库一样对待文档与 ontology。Coding Agent 之所以先成功,部分因为 runtime 可验证且文本原生;真实世界任务则面临数据稀缺、反馈环极长、好坏标准主观等障碍。Basis 与 Braintrust 开源了 behavior specs 标准与示例 judge,希望成为行业通用语言。未来关闭改进闭环、甚至对行为遵守做 RL,都建立在这些高质量信号之上。技术护城河终将被 bitter lesson 吞没,真正持久的是业务嵌入与对专业过程的深刻理解。
The Takeaway: Reliable long-horizon agents cannot rely on outcome evals alone; they need process supervision through behavior specs and carefully designed ontologies that give the agent a coherent world to inhabit.

Mitch Troyanovsky, co-founder of Basis, builds agents that already run autonomously for hours or days and complete end-to-end tax returns. He argues that LLMs have large working memory but essentially no short- or long-term memory by default. Once a task exceeds the context window, coherence collapses. Passing 100 outcome evals still does not guarantee generalization to production. The solution is to borrow from how humans organize non-deterministic work: write the desired process into markdown “behavior specs” that serve both as human alignment documents and as rubrics for judges. These specs are deliberately not shown to the agent; they are used to grade trajectories (e.g., “always cite the primary IRS source, never Wikipedia”).

A memorable line: “the English is more precious because the English affects the performance. The code does not affect the performance.” Context is runtime training data and must be treated with the same rigor as a codebase. Coding agents succeeded first partly because results are verifiable at runtime and the medium is pure text; real-world domains suffer from scarce data, multi-thousand-step trajectories, and subjective notions of quality. Basis open-sourced the behavior-spec format and example judges with Braintrust, aiming for an industry standard. Closing the self-improvement loop and eventually doing RL on behavior adherence both depend on these high-quality process signals. Technical moats will eventually be swallowed by the bitter lesson; durable advantage comes from deep process knowledge and business embedding.
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ChatGPT 免费用户获无限文本对话,GPT-5.6 系列全面升级ChatGPT Free Users Get Unlimited Text Chats; GPT-5.6 Series Upgrades

OpenAI 的 Thibault Sottiaux 宣布,ChatGPT 免费用户现在拥有由 GPT-5.6 Luna 驱动的无限文本对话。Sam Altman 同步确认 5.6 Sol 在聊天中表现显著更好,并开放无限文本聊天。Thibault 还展示 Codex 与 GPT-5.6 Sol 的能力:连续口述五分钟看似需要数周的工作,起身倒水、摸狗回来后任务已经完成。这些更新进一步降低了高端推理与 agent 能力的使用门槛。
OpenAI’s Thibault Sottiaux announced that free ChatGPT users now have unlimited text chats powered by GPT-5.6 Luna. Sam Altman confirmed that 5.6 Sol is “much better in chat” and that unlimited text chat is live for free users. Thibault also highlighted Codex with GPT-5.6 Sol: he can talk for five minutes describing work that looks like weeks of effort, walk away, and return to find it finished. The upgrades further lower the barrier to frontier reasoning and agentic capabilities.
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Claude Fable 5 生物安全护栏大幅优化,误报率下降约 85%Claude Fable 5 Biology Safeguards Updated; False Positives Down ~85%

Anthropic 官方账号宣布更新 Claude Fable 5 的生物安全护栏,测试中相关 fallback 减少约 85%。Fable 现在能回答更广泛的日常健康与教育问题,同时对病毒学、毒理学、分子设计等双用途请求仍回退到 Opus 5。Anthropic 表示相信 AI 在生物与医学领域的最大正面影响,并致力于通过可信访问路径把前沿能力交到更多研究者手中。
Anthropic announced an update to Claude Fable 5’s biology safeguards that reduced biology-related fallbacks by about 85% in testing. Fable can now assist on a wider range of everyday health and educational questions while still falling back to Opus 5 for dual-use requests such as virology, toxicology, and molecular design. The company reiterated its belief that the biggest positive impacts of AI will be in biology and medicine, and it is working on trusted-access pathways for frontier biology capabilities.
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💰 创业成功案例

Replit CEO Amjad Masad:No-code 已死,真正让软件可及的方式是解决 code 本身Replit CEO Amjad Masad: No-Code Is Dead; Accessibility Comes from Solving Code Itself

Replit CEO Amjad Masad 回顾 2021-22 年他四处游说谷歌、Meta 等训练 coding-specific 模型却无人重视的历史,最终自己训练了 Replit-code-3b,随后全行业 code-pilled。他指出 Airtable 见证了 no-code 的兴衰:UI 永远无法构建任意软件,真正让软件可及的路径始终是解决 code 本身。这一观点如今已不再被视为妄想。他还分享了协作编程的吉尼斯世界纪录相关动态。
Replit CEO Amjad Masad recalled pitching every major lab in 2021-22 to train coding-specific models; none thought it as important as NLP use cases, so Replit trained its own Replit-code-3b and the industry later became “code-pilled.” He argues Airtable bookends the rise and fall of no-code: UI can never let you build arbitrary software; the way to make software accessible was always to solve code itself. What once sounded delusional no longer does. He also noted a Guinness world record for collaborative coding.
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Box CEO Aaron Levie:Agent 真正价值在于改造工作流,而非只是问答Box CEO Aaron Levie: Real Agent Upside Comes from Changing Workflows, Not Just Q&A

Box CEO Aaron Levie 指出,当前讨论仍停留在与 chatbot 对话,而与 Agent 协作更像管理流程中的人:prompting 更接近写 spec 而非提问。真正的上行空间出现在改变底层工作流、跨组织边界获取数据、重新设计 human-in-the-loop 环节之时。他同时解读 Atlassian 超预期财报:在 Agent 生成 100 倍代码、处理海量数据的世界里,管理系统记录与工作流的平台反而更重要,因为企业需要治理、安全、合规与护栏。
Box CEO Aaron Levie observed that most people are still stuck in chatbot mode, whereas working with an agent is closer to managing someone inside a process. “Prompting an agent is closer to writing a spec than asking a question.” The real upside arrives when organizations change the underlying workflow itself, give agents the right data across boundaries, and redesign human-in-the-loop steps. Commenting on Atlassian’s strong quarter, he argued that platforms managing data and workflows become more—not less—important in a world of 100× more code and agent decisions, because enterprises still require governance, security, compliance and guardrails.
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Peter Yang:消费级 AI 基本是 ChatGPT 与 Google 的市场Peter Yang: Consumer AI Is Essentially ChatGPT and Google’s Market to Lose

Peter Yang 认为消费级市场基本由 ChatGPT(已有约 10 亿用户)与 Google Gemini(同样接近 10 亿)主导。ChatGPT 需要让用户连接常用 App 并用 Agent 完成工作,最大障碍是信任与认知;Google 在登录统一性上更有优势,但在第三方插件与浏览器使用上落后。对普通用户而言,模型是否最强远不如 onboarding 与可靠完成工作重要。
Peter Yang argued that the consumer market is essentially ChatGPT’s and Google’s to lose. ChatGPT already has ~1 B users and must get them to connect favorite apps and use agents for real work; the biggest barriers are trust and awareness. Google benefits from unified login across Workspace and Chrome but lags on third-party plugins and browser use. For non-AI-pilled users, having the absolute best model matters far less than fair pricing and reliable task completion.
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🛠️ 开发者工具与技巧

Vercel CEO Guillermo Rauch:AI Coding Agent 必须开源且可扩展,Plugin 标准是关键Vercel CEO Guillermo Rauch: AI Coding Agents Must Be Open-Source and Extensible via Plugins

Vercel CEO Guillermo Rauch 强调,开发者工具必须满足两个条件:开源与普遍可扩展。AI coding agent 是史上最重要的开发工具,Plugin 标准让任何人都能以统一方式扩展它们,从而获得面向所有 Agent(CLI、IDE、云端 Agent 甚至个人助手)的曝光。他同时转发了 FreeAI 相关动态。
Vercel CEO Guillermo Rauch stated that developer tools must be (1) open source and (2) universally extensible. AI coding agents are the most important devtools in the history of the industry; the Plugin standard lets anybody extend them uniformly and thereby gain exposure to the tidal wave of software creation across CLIs, IDEs, cloud agents and personal assistants.
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Claude 现已支持 Apple Foundation Models 框架,Swift 开发者可无缝切换本地与云端模型Claude Now Supports Apple’s Foundation Models Framework for Seamless On-Device + Cloud Workflows

Claude Blog 宣布通过新的 Swift package 让 Apple 开发者可在 Foundation Models 框架中调用 Claude。本地模型负责快速摘要、提取等任务,复杂多步推理、代码生成与网络搜索可交给 Claude,响应流式返回同一视图。框架通过 @Generable 注解返回类型化 Swift 值,开发者获得干净输入而非原始文本。支持即将在 iOS 27、iPadOS 27、macOS 27、visionOS 27 与 watchOS 27 上线。
Claude Blog announced a new Swift package that lets Apple developers call Claude through the Foundation Models framework. On-device models handle fast local tasks such as summarization or extraction; multi-step reasoning, code generation and web search hand off to Claude, with responses streamed back into the same view. Because the framework returns typed Swift values via @Generable annotations, developers arrive at the Claude API call with clean inputs. Support arrives on iOS 27, iPadOS 27, macOS 27, visionOS 27 and watchOS 27.
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Madhu Guru:用口语录音替代文档,保留原始思路流Madhu Guru: Speak New Ideas Out Loud, Then Lightly Clean the Transcript

Meta AI 高级总监 Madhu Guru(前 Google Gemini/Veo 负责人)观察到,人们口述新想法时远比写文档清晰。从嘴巴到文档的过程中,核心想法常被过度上下文、润色与“显得聪明”所掩埋。他建议团队:像对朋友解释一样录音,用 AI 做基本清理但保留粗糙原始结构与流程,然后直接分享该文档。
Madhu Guru, Sr Director of AI at Meta (formerly led Gemini and Veo at Google), noted that people are far clearer when speaking new ideas than when writing them into a doc. Somewhere between mouth and document the core idea gets buried under added context, polish and attempts to sound smart. His practical advice: record yourself explaining the idea exactly as you would to a friend, use AI for basic cleanup while keeping the rough original structure and flow, then share that document.
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🌍 其他动态

Nikunj Kothari:种子轮与 A 轮融资的真实操作建议Nikunj Kothari: Practical Fundraising Advice No VC Will Tell You

FPV Ventures 合伙人 Nikunj Kothari 分享了 8 月融资季的实操要点:选择对接人时要看其近期投资与在基金内的话语权;尽量拿到 GP 的温暖介绍;融资额与稀释度需有合理区间(成熟 lead 基金通常不低于 10% 稀释);切勿编造 term sheet(硅谷与纽约圈子极小);保持真实 vibes;若非热门赛道则准备好讲清楚自己的反共识故事。
FPV Ventures partner Nikunj Kothari shared a practical brain-dump for August fundraising season: the specific person you talk to at a firm matters more than the firm name—check recent deals and internal standing; always aim for a warm intro to a true GP; ask for neither too much nor too little dilution (most established leads will not go under 10%); never invent term sheets—the ecosystem is tiny; be authentic rather than performative; and if you are outside a hot sector, clearly articulate why you are a strong contrarian bet.
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Garry Tan:个人 AGI 不是人人可用的聊天机器人,而是真正了解你的系统Garry Tan on Personal AGI: Not a Generic Chatbot, but One That Knows You Uniquely

Y Combinator 总裁兼 CEO Garry Tan 强调,真正的个人 AGI 不是任何人都能拥有的通用聊天机器人,而是能够独特地了解你、并持续伴随你进入未来的系统。
Y Combinator President & CEO Garry Tan highlighted that personal AGI is not a chatbot anyone can have, but one that knows you uniquely—now and into the future.
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Basis 获顶级投资者支持,Matt Turck 公布投资人名单Basis Backed by Elite Investor Roster, Highlighted by Matt Turck

FirstMark 合伙人、MAD Podcast 主持人 Matt Turck 分享了 Basis 的投资人阵容,包括 Keith Rabois、Mike Clements、Amjad Masad、Clement Delangue、Jeff Dean、Noam Brown、Kevin Vogt、Lenny Rachitsky、Azeem Azhar、Larry Summers、Douwe Kiela、Nat Friedman、Daniel Gross、Lloyd Blankfein、Vinod Khosla 以及 Accel、GV、BoxGroup 等机构。
FirstMark partner and MAD Podcast host Matt Turck shared the impressive investor list behind Basis, including Keith Rabois, Mike Clements, Amjad Masad, Clement Delangue, Jeff Dean, Noam Brown, Kevin Vogt, Lenny Rachitsky, Azeem Azhar, Larry Summers, Douwe Kiela, Nat Friedman, Daniel Gross, Lloyd Blankfein, Vinod Khosla, plus Accel, GV and BoxGroup.
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