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2026-09-20 8 builders · 11 tweets · 1 podcasts · 0 blogs

🔥 热点话题

AI递归自我改进将解锁科学发现新范式AI Recursive Self-Improvement Will Unlock a New Paradigm for Scientific Discovery

The Takeaway:任何可模拟的领域,AI都能解决,递归自我改进循环将极大拓展智能边界。

Richard Socher是AI领域被引用最多的研究者之一,现任Recursive联合创始人(公司刚完成约6.5亿美元融资),并推出新书《The Eureka Machine》。他认为科学进步已明显放缓:知识从统一体变成由3.4万种期刊构成的迷宫,跨学科天才几乎不可能出现,学术界也不鼓励高风险创新。AI将像微积分之于物理学一样,成为生物学和其他复杂系统的统一语言,把碎片化知识重新编织起来。

下一代token预测看似简单,却能内化地理、蛋白质折叠等深层知识。只要存在模拟或验证工具的领域(游戏、数学、编程),AI都将达到超人类水平;生命科学则需要更多扰动实验数据、类器官和机器人实验室。幻觉在探索新蛋白质时反而是特征而非缺陷。Socher提出Eureka Machine四大支柱:LLM吸收人类知识、科学测量扩展感知、高保真模拟、机器人真实世界验证,再由智能体群协作推动开放式探索。

他直言不信硬起飞:真实世界物理与临床约束会让进度保持加速但可控。最终智能有10个维度空间,人类远未触及上限。

“Anything you can simulate, AI will solve. And before you know it, you're in this recursive self improvement loop and we believe that that will be a great unlock.”
The Takeaway: Anything you can simulate, AI will solve, and recursive self-improvement will push intelligence far beyond current bounds.

Richard Socher, one of the most cited AI researchers and co-founder of Recursive (fresh off a roughly $650 million raise), lays out the case in his new book The Eureka Machine. Scientific progress has slowed: knowledge fractured into a labyrinth of 34,000 journals, cross-disciplinary genius became nearly impossible, and academia punishes ideas that are too novel. AI will do for biology and other complex systems what calculus did for physics: weave fragmented pieces back into coherent understanding.

Next-token prediction is deceptively powerful. It internalizes geography, protein folding geometry, and domain structure simply by predicting sequences. Domains with perfect simulation or verification (games, math, software) will be conquered; the life sciences need far more perturbation data, organoids, and robotic labs. Hallucinations can be a feature when exploring novel proteins. Socher’s Eureka Machine rests on four pillars: LLMs that ingest human knowledge, scientific measurements that expand perception, high-fidelity simulations, and robotic real-world validation, all orchestrated by open-ended agent swarms.

He rejects hard takeoff. Physics and clinical timelines impose real delays, yet the acceleration is already visible in programmable biology and multi-asset drug pipelines. Intelligence itself has at least ten distinct spaces; humanity sits far from any upper bound.

“Anything you can simulate, AI will solve. And before you know it, you're in this recursive self improvement loop and we believe that that will be a great unlock.”
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个人智能体将成为消费科技下一波最大机会Personal Agents Are the Next App Store-Scale Opportunity

Box CEO Aaron Levie指出,个人智能体是“build something that agents want”的终极形态。产品形态必须支持完整任务交接,智能体要能使用用户的MCP或CLI、导航网站、完成交易。竞争焦点从用户注意力转向智能体注意力。能让智能体订餐、电商、订机票并处理本地经济数据的工具将胜出。这将是自App Store以来消费科技最大的洗牌。
Box CEO Aaron Levie argues that personal agents are the ultimate expression of “build something that agents want.” The product form factor must support full end-to-end task handoff: the agent needs to operate the user’s MCP or CLI, navigate sites, and complete transactions. Attention shifts from the human user to the agent itself. Tools that let agents order food, handle e-commerce, book flights, and interact with local data will win. This will be the biggest consumer-tech shakeup since the App Store.
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AI浪潮真正兴奋点是人人都想动手创造The Real Excitement of the AI Wave Is That Everyone Wants to Build

Vercel CEO Guillermo Rauch指出,最近这波AI最酷的地方在于人人都对“动手创造”充满热情。抛开短期噪音,这是对世界极正面的发展:人们想创造、想发布,而不只是消费。
Vercel CEO Guillermo Rauch observes that the coolest thing about the recent AI wave is universal excitement about building. Short-term drama aside, this is an immeasurably positive development: people want to create and ship, not merely consume.
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💰 创业成功案例

Recursive以6.5亿美元起步,聚焦AI自我改进Recursive Launches with $650M to Pursue Recursive Self-Improving Superintelligence

Richard Socher联合创办的Recursive以自动化知识与科学发现为目标,已完成约6.5亿美元融资,其中大部分将投入亚马逊算力。公司定位为真正的产品公司而非学术实验室,近期将发布可超越人类数月甚至数年努力的AI研究系统,包括更快的CUDA内核。他们相信先让AI擅长改进AI本身,再拓展到物理与生命科学。
Richard Socher’s Recursive raised roughly $650 million with the explicit goal of building recursive self-improving superintelligence to automate scientific discovery. Most of the capital is already committed to a large Amazon compute deal. The company positions itself as a real product business, not a neo-lab, and plans near-term releases that already outperform months or years of human AI research effort, including superior CUDA kernels. The strategy is to first make AI excellent at improving AI itself before expanding into the physical and life sciences.
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🛠️ 开发者工具与技巧

用简单Markdown + Skill实现个性化推荐引擎Simple Markdown File + Skill Turns into a Personalized Recommendation Engine

Peter Yang分享了自己的实用工作流:一个简单的Markdown文件配合 /tastemaker skill,记录电影、剧集和书籍评分。每周系统会自动查找新片和未看内容,给出高度相关的推荐。他在考虑是否开源这套方案。
Peter Yang describes a lightweight personal system: a plain Markdown file paired with a /tastemaker skill that stores ratings for movies, TV shows, and books. Each week it surfaces new releases and unseen titles with highly relevant suggestions. He is considering open-sourcing the setup.
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VC每天花两小时亲手编程才能真正看懂AIVCs Must Tinker Daily to Understand the AI Era

FPV Ventures合伙人Nikunj Kothari每天花约两小时编程、做side project、试用新repo。他收到大量“你不是VC吗为什么还写代码”的私信。他认为在AI时代,如果不亲自动手,根本无法理解模型能力边界、所需基础设施以及让模型完成长时任务的harness。读论文、与研究者交流很重要,但亲手实践不可替代。
FPV Ventures partner Nikunj Kothari spends roughly two hours a day coding, building side projects, and trying new repos. He gets daily DMs asking why a VC still programs. In the AI era, he argues, you cannot understand where models will improve, what infrastructure they need, or which harnesses enable long-horizon autonomous work unless you get your hands dirty. Talking to researchers helps, but personal tinkering is non-negotiable.
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🌍 其他动态

2026将是Linux桌面之年2026 Is the Year of the Linux Desktop

OpenAI Codex与ChatGPT团队成员Thibault Sottiaux直接断言:2026是Linux桌面之年。
OpenAI Codex and ChatGPT team member Thibault Sottiaux makes a blunt prediction: 2026 is the year of the Linux desktop.
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智能体能力爆发后,国家级渗透已成既定事实After the Agent Wave, Nation-State Penetration of Major Companies Is a Given

SPC普通合伙人、前Dropbox CTO Aditya Agarwal看到Gemini、OpenAI、Anthropic密集发布更深智能体能力后表示:可以100%确定,已有多家大型公司在自己不知情的情况下被国家级力量渗透。
SPC general partner and former Dropbox CTO Aditya Agarwal, reacting to the flurry of deeper agent capabilities from Gemini, OpenAI, and Anthropic, states it is now 100% certain that multiple major companies have already been penetrated by nation-states without their knowledge.
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