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2026-08-13 16 builders · 33 tweets · 1 podcasts · 3 blogs

🔥 热点话题

微软CTO Kevin Scott:为Agent打造的互联网愿景Microsoft CTO Kevin Scott on an Internet Made for Agents

The Takeaway:Agent要真正有用,需要一个像互联网一样开放、可组合的生态系统,而MCP正扮演着类似HTTP的角色。

微软CTO Kevin Scott在AI & I播客中指出,过去一年Agent数量和用户使用时长暴增,但模型推理能力已领先于产品交付的“能力过剩”(capability overhang)。去年大家还在质疑scaling laws,如今重点转向Agentic Web:更好的Agent记忆、工具调用,以及让现有网站和API对Agent开放的协议。

他强调,Agent必须能代表用户采取行动、使用工具、查询多样化信息源。MCP作为简单开放协议,正像HTTP一样打通这个生态,而NL Web则类似HTML。微软内部正推动所有系统对Agent统一协议,避免“你交付的是组织架构图”(Conway's Law)。

安全模型上,他主张开放创新,同时用Agent身份、权限系统和用户授权实现可控访问,而非封闭门禁。对编程手艺,Scott以木工类比:工具在变,选择权在人,保持好奇、试用、合适就用。一年后,他预测人们将从同步提示转向异步委托,Agent会长时间迭代后再交回结果。

“Be curious. Try stuff. And if it works for you, use it. And if it doesn’t, don’t.”
The Takeaway: For agents to be truly useful they need an open, composable ecosystem that looks like the internet, and MCP is already playing the role of HTTP.

Microsoft CTO Kevin Scott argues that the past year produced a surge in agents and time spent with them, yet model reasoning has outpaced what products deliver—a “capability overhang.” Scaling laws are no longer the main debate; the focus has shifted to the agentic web: better agentic memory, tool use, and protocols that let existing websites and APIs talk to agents.

Agents must take action, call tools, and consult rich information sources. Simple open protocols like MCP are emerging as the HTTP of this new web, while NL Web serves a role analogous to HTML. Inside Microsoft, Scott is pushing every internal system to speak a standard protocol to agents so the company does not ship its org chart.

On security he rejects a false dichotomy between open and closed systems. Permissionless innovation is valuable, and robust identity, entitlement, and user-permission flows can be layered on top of MCP in the open. Regarding the craft of coding, he draws on decades as a programmer and woodworker: tools change, people keep strong opinions, and the right response is curiosity—try the new tools and keep what works.

A year from now he expects the shift from synchronous prompting to asynchronous delegation, where agents iterate for long stretches before handing results back.

“Be curious. Try stuff. And if it works for you, use it. And if it doesn’t, don’t.”
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Anthropic:Claude Code近期质量问题复盘Anthropic Engineering: Claude Code Quality Postmortem

Anthropic Engineering:An update on recent Claude Code quality reports。过去一个月用户反馈Claude Code、Agent SDK和Cowork响应质量下降,API未受影响。团队追溯到三个独立变更,均已在4月20日(v2.1.116)修复,并重置所有订阅用户用量限额。

第一,3月4日将默认reasoning effort从high改为medium以降低长尾延迟,但损害了智能表现,4月7日回退。第二,3月26日为降低空闲会话恢复成本而清除旧thinking的缓存优化出现bug,导致后续每轮都清除,造成遗忘和重复,4月10日修复。第三,4月16日系统提示中加入“限制工具间文本≤25词、最终回复≤100词”以降低啰嗦,结果伤害了编码质量,4月20日回退。

这些问题叠加在不同流量切片上,呈现为广泛但不一致的退化。内部评估和dogfooding最初未能复现。后续措施包括扩大内部使用公开构建版本、加强Code Review工具、对系统提示变更做更严格的逐模型评估与渐进发布。
Anthropic Engineering: An update on recent Claude Code quality reports. Over the past month users reported degraded responses in Claude Code, the Agent SDK and Cowork; the API was unaffected. Three separate changes were identified and fixed by April 20 (v2.1.116). Usage limits were reset for all subscribers.

First, on March 4 the default reasoning effort was lowered from high to medium to cut long-tail latency; intelligence suffered and the change was reverted April 7. Second, a March 26 caching optimization meant to clear older thinking only on idle sessions had a bug that cleared thinking on every subsequent turn, producing forgetfulness and repetition; fixed April 10. Third, an April 16 system-prompt instruction limiting text between tool calls to ≤25 words and final responses to ≤100 words hurt coding quality and was rolled back April 20.

Because each change hit different traffic slices, the aggregate looked like broad, inconsistent degradation. Internal evals and dogfooding initially missed the issues. Going forward Anthropic will have more staff use the exact public build, improve internal Code Review, run broader per-model evals on every system-prompt change, and use soak periods plus gradual rollouts for any intelligence trade-off.
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Anthropic:Managed Agents——把大脑与双手解耦Anthropic Engineering: Scaling Managed Agents by Decoupling Brain from Hands

Anthropic Engineering:Scaling Managed Agents: Decoupling the brain from the hands。Managed Agents将session(事件日志)、harness(调用Claude并路由工具的循环)和sandbox(执行环境)虚拟化为可独立演进的接口,解决“为尚未想到的程序设计系统”的老问题。

早期把所有组件塞进同一容器变成“宠物”——容器故障即丢失session,调试困难,且无法轻松连接客户VPC。解耦后,harness以execute(name, input) → string调用sandbox,容器成为可替换的“牛”;session日志外置,harness崩溃后可wake并恢复。凭证从不进入sandbox,通过Git remote绑定或MCP代理从vault取用,消除prompt injection直接窃取token的路径。

Session不再等于Claude的context window,而是可查询的事件流,支持切片、回放与任意context工程。结果是p50 TTFT下降约60%,p95下降超过90%,并可扩展到多brain多hand。接口保持稳定,具体实现可随模型进步自由替换。
Anthropic Engineering: Scaling Managed Agents: Decoupling the brain from the hands. Managed Agents virtualizes the session (append-only event log), harness (the loop that calls Claude and routes tools), and sandbox (execution environment) into interfaces designed to outlast any particular implementation—the classic systems problem of designing for “programs as yet unthought of.”

Coupling everything into one container created a “pet”: container failure lost the session, debugging was nearly impossible, and connecting to customer VPCs required network peering. Decoupling lets the harness treat the sandbox as just another tool via execute(name, input) → string; containers become cattle. The session log lives outside the harness so a new harness can wake(sessionId) and resume. Credentials never enter the sandbox—Git tokens are wired into the remote at init, MCP OAuth tokens live in a vault and are fetched by a proxy—so prompt injection cannot simply read environment secrets.

The session is not Claude’s context window; it is a durable, queryable event stream that supports slicing, rewinding and arbitrary context transformations inside the harness. The architecture cut p50 TTFT by ~60% and p95 by >90% and scales to many brains and many hands. Interfaces stay stable while implementations evolve with the models.
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Claude Managed Agents新增自托管Sandbox与MCP隧道Claude Managed Agents: Self-Hosted Sandboxes and MCP Tunnels

Claude Blog:New in Claude Managed Agents: self-hosted sandboxes and MCP tunnels。自托管sandbox让Agent在客户控制的基础设施(或Cloudflare、Daytona、Modal、Vercel等托管提供商)上执行工具,敏感文件、包和服务留在企业边界内;编排与context管理仍在Anthropic侧。MCP隧道通过客户部署的轻量网关建立出站连接,让Agent安全调用私有网络内的MCP服务器,无需暴露公网端点。自托管sandbox已进入公测,MCP隧道处于研究预览。
Claude Blog: New in Claude Managed Agents: self-hosted sandboxes and MCP tunnels. Self-hosted sandboxes let a Managed Agent execute tools on infrastructure the customer controls (or via Cloudflare, Daytona, Modal, Vercel). Sensitive files, packages and services stay inside the enterprise perimeter while orchestration and context management remain on Anthropic’s side. MCP tunnels use a lightweight customer-deployed gateway that makes a single outbound connection, allowing agents to reach private-network MCP servers without public endpoints. Self-hosted sandboxes are in public beta; MCP tunnels are in research preview.
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Box CEO Aaron Levie:DeepSeek与Grok新模型释放Jevons悖论Box CEO Aaron Levie on DeepSeek and Grok Model Releases

Box CEO Aaron Levie指出,DeepSeek与Grok的最新模型更新在极低成本下实现了巨大能力跃升,正是AI领域的Jevons悖论:成本下降会刺激更多需求。企业手头有大量希望Agent处理的场景——扫描代码安全问题、审阅文档、贯穿工作流的信息处理——但预算限制了部署。成本或能力的提升会打开全新用例,进而拉动更大需求。这对应用层也是利好:更多可按任务路由和优化的模型选择,提升了路由与编排层的价值。
Box CEO Aaron Levie notes that the latest DeepSeek and Grok model updates deliver huge capability jumps at extremely low cost—classic Jevons paradox for AI. Lower cost expands demand. Enterprises already have far more agent use-cases (security scans across codebases, document review, workflow information processing) than they can currently budget for. Cheaper or more capable models unlock new use-cases and further demand. The applied-AI layer benefits as well: greater model choice, especially models tuned for different work or cost profiles, increases the value of the routing and optimization layer.
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💰 创业成功案例

Y Combinator CEO Garry Tan:GBrain个人AGI与Markdown技能YC CEO Garry Tan on GBrain Personal AGI and Markdown Skills

Y Combinator总裁兼CEO Garry Tan发布GBrain v0.45.6.0,新增17个通过其个人OpenClaw Agent打磨的brain skills,并已支持Codex与Claude Code。他强调GBrain应作为独立Agent运行,而非塞进主编码Agent,更像拥有自己git repo记忆与自定义技能的个人ChatGPT/Claude。团队正全面转向markdown skill-maxxing。
Y Combinator President & CEO Garry Tan shipped GBrain v0.45.6.0 with 17 new brain skills hardened through his personal OpenClaw agent and hundreds of thousands of markdown files. It now works with Codex and Claude Code. He stresses that GBrain should run as a separate agent with its own git-repo memory and custom skills—more like a personal ChatGPT or Claude—rather than inside the main coding agent. The direction is clear: markdown skill-maxxing.
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South Park Commons看多印度创业生态South Park Commons Bullish on India

South Park Commons普通合伙人Aditya Agarwal表示,SPC将印度作为美国之外的首个重要布局。他相信本十年最有野心的项目中有一部分将在印度诞生,印度的活力将持续。
South Park Commons General Partner Aditya Agarwal says SPC’s first major bet outside the US was India. He believes some of the decade’s most ambitious projects will be built there and that Indian dynamism is here to stay.
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🛠️ 开发者工具与技巧

Vercel CEO Guillermo Rauch:Sandbox与AI Gateway新能力Vercel CEO Guillermo Rauch on Sandbox and AI Gateway

Vercel CEO Guillermo Rauch推荐npx sandbox@latest sh,体验比本地机器更快,默认预装合理工具集且可完全自定义。同时Seedance 2.5已上线Vercel AI Gateway。他感叹“到处都是无尽机会”。
Vercel CEO Guillermo Rauch highlights npx sandbox@latest sh as feeling faster than a local machine, with a sensible default toolset that is fully customizable. Seedance 2.5 is now available on the Vercel AI Gateway. His broader take: “Endless opportunity everywhere you look.”
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Claude:Chrome会话跨端同步与浏览器Agent安全提示Claude: Cross-Device Chrome Sessions and Browser-Agent Safety

Claude官方宣布Claude in Chrome会话现已同步到桌面、网页和移动端,对话保存,skills与connectors在浏览器中可用(Max与Team今日可用,Pro随后几周推出)。侧边栏运行与桌面/网页/移动相同的Claude Cowork会话。同时提醒浏览器Agent可能被页面中隐藏指令欺骗,并给出防御建议。
Claude announced that Claude in Chrome sessions now carry over to desktop, web and mobile; conversations are saved and skills/connectors work in the browser (Max and Team today, Pro in coming weeks). The side panel runs the same Claude Cowork session across devices. Claude also warned that browser agents can be tricked by instructions hidden in a page and shared recommended defensive habits.
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Google Labs Josh Woodward:Gemini跨App集成再扩容Google Labs Josh Woodward: More Gemini App Integrations

Google VP Josh Woodward宣布Gemini新一轮日常App集成上线,包括Angi、Fever、GetYourGuide、Granola、iHeartRadio、OpenTable、Otter、Pandora、Thumbtack、Ticketmaster、Wix、Zocdoc、Zoho等。欢迎合作伙伴私信。
Google VP Josh Woodward announced another wave of Gemini integrations with everyday apps: Angi, Fever, GetYourGuide, Granola, iHeartRadio, OpenTable, Otter, Pandora, Thumbtack, Ticketmaster, Wix, Zocdoc, Zoho and more. Partners interested in integrating can DM him.
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OpenAI Thibault Sottiaux:Codex相关里程碑与Linux支持OpenAI’s Thibault Sottiaux on Codex Milestones

OpenAI Codex与ChatGPT团队的Thibault Sottiaux确认已跨越1500万相关里程碑,并提醒“不要再说Linux,我们刚发了”。同时表达对核心对齐与团队产品的高度兴奋。
OpenAI Codex & ChatGPT’s Thibault Sottiaux noted the project has crossed 15 M and quipped “Also don’t say Linux, we just shipped that.” He also shared enthusiasm for the core-alignment work and what the team is building.
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Swyx:年度重要论文与一年前的Chrome收购传闻Swyx on a Key Paper and the Chrome Acquisition Offer Anniversary

Swyx(smol.ai等)称某论文已是今年最重要的论文之一,并附上自己的方法论蒸馏笔记。另发推纪念一年前Perplexity提出收购Google Chrome的传闻。
Swyx (smol.ai and others) called a recent paper “already one of the most important papers of this year” and shared distilled methodology notes. He also marked the one-year anniversary of Perplexity’s reported offer to buy Google Chrome.
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Peter Yang:从键盘鼠标到语音指挥云端AgentPeter Yang on the Shift to Voice-Orchestrated Cloud Agents

Peter Yang在新文章中断言计算机使用方式即将永久改变:从键盘鼠标本地操作转向用语音在云端指挥Agent。核心论点包括语音成为编排层、个人计算迁往云端、信任成为关键差异化因素。
Peter Yang argues in a new essay that how we use computers is about to change forever—from manual keyboard-and-mouse work on a laptop to directing agents in the cloud with our voices. Key claims: voice becomes the orchestration layer, personal computers move to the cloud, and trust will be the decisive differentiator.
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Meta AI Madhu Guru:应用层才是未来几年最大AlphaMeta’s Madhu Guru: Application Layer Is the Biggest Alpha

Meta AI高级总监Madhu Guru认为,未来几年AI产品最大的alpha在应用层。模型会持续更便宜、更强、更本地化,差异化将来自对特定用户工作流的深刻理解以及重新设计体验的想象力。能构建AI产品的人会爆炸式增长,因此处于前0.1%的构建者将比以往更重要。
Meta AI Senior Director Madhu Guru contends that the biggest alpha in AI products over the next few years sits in the application layer. Models will keep getting cheaper, better and more local; differentiation will come from deeply understanding specific user workflows and having the imagination to redesign the experience around them. The denominator of people who can build AI products is about to become enormous, so being in the top 0.1% of builders will matter more than ever.
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Peter Steinberger:从CLI到App再到服务与云SessionPeter Steinberger on the Evolution from CLI to Cloud Sessions

Peter Steinberger(OpenClaw)观察:一年前是CLI,大约六个月前是App,现在则是服务、Web与云Session。
Peter Steinberger (OpenClaw) observed the rapid shift: CLI was a year ago, apps maybe six months ago, and now it is services, web and cloud sessions.
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Zara Zhang:推荐斯坦福高质量免费讲座Zara Zhang Recommends Stanford Lecture Series

Zara Zhang称某斯坦福讲座系列是“纯金”,惊叹如此高质量知识能在YouTube免费传播。
Zara Zhang called a Stanford lecture series “pure gold” and noted how remarkable it is that such high-quality knowledge is freely available on YouTube.
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Matt Turck:工程范式的快速迭代玩笑Matt Turck on the Rapid Succession of Engineering Paradigms

FirstMark VC Matt Turck调侃:Graph engineering是新的loop engineering,后者是新的harness engineering,再之前是context engineering,再之前是prompt engineering。希望这能澄清所有困惑。
FirstMark VC Matt Turck quipped that graph engineering is the new loop engineering, which is the new harness engineering, which is the new context engineering, which is the new prompt engineering—hoping that clarifies any confusion.
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🌍 其他动态

Amanda Askell:游戏中的“伦理通关”标准与Skyrim慈善玩法Amanda Askell on Ethical Playthroughs and Skyrim Philanthropy

Anthropic哲学家与伦理学者Amanda Askell观察不同游戏对“伦理通关”的标准差异:Bioshock里不杀小孩就算伦理,杀大人没问题。她自己在Skyrim中尽量不杀人,收养孤儿并盖房子,几乎把游戏当成奇幻慈善模拟。
Anthropic philosopher and ethicist Amanda Askell noted the varying bars for “ethical” playthroughs: in Bioshock the bar is literally not murdering children while murdering adults is fine. In her own Skyrim run she largely avoided killing, adopted orphans and built them houses, remembering the plot mainly as “that challenging fantasy philanthropy game.”
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Madhu Guru:怀念白板协作的失落Madhu Guru Misses Whiteboard Collaboration

Meta的Madhu Guru怀念疫情前团队围着白板半生不熟地画想法、互相打断、共同塑造的玩乐感。多年的Zoom和Google Meet似乎把这种本能磨掉了。
Meta’s Madhu Guru misses the playful energy of standing around a whiteboard, sketching half-baked ideas, interrupting each other and jointly shaping things—an instinct that years of Zoom and Google Meet seem to have beaten out of teams.
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Nikunj Kothari:推荐Ethan Ding最新文章Nikunj Kothari on Ethan Ding’s Latest Post

FPV Ventures合伙人Nikunj Kothari再次称赞Ethan Ding是“疯狂的天才”,并推荐其最新文章。
FPV Ventures partner Nikunj Kothari again called Ethan Ding a “mad mad genius” and pointed to his latest post as a good reminder.
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