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2026-10-25 11 builders · 23 tweets · 1 podcasts · 0 blogs

🔥 热点话题

JEV:做决策而非生成文本的AI,为何改变一切JEV: The AI That Makes Decisions, Not Text — and Why It Changes Everything

The Takeaway:真正能嵌入软件、可靠可组合的自动化,需要的是为System 1决策优化的机器原生AI,而不是被RLHF调教成讨好人类的聊天模型。

TypeSafe CEO Diogo Almeida(前OpenAI,RLHF共同发明者之一)用两年隐身期打磨出JEV。它不是又一个聊天框,而是把智能变成软件里的“逻辑门”:输出校准过的概率,而不是看似聪明却脆弱的文本。你可以像写代码一样拆解决策——“这是紧急邮件吗?”“需要升级吗?”——每个分类器都可测量、可调试、可组合。

Almeida一针见血:“95% Einstein,5% Mr. Bean。如果它不告诉你什么时候是Mr. Bean,你怎么自动化任何东西?”当前LLM在System 2任务上参差不齐,而System 1其实已经足够强大且极有价值。JEV抛掉自回归生成,用全新训练范式RLCD直接优化机器原生智能,结果是快几个数量级、便宜几个数量级,且不会“幻觉式讨好”。

他强调“我们在做prod,不是god”。复制者只抄了接口,却没解决可靠性。基准测试在他眼里是谎言。真正的革命是让智能像软件一样可复制、可堆叠,最终让每一个数据库单元格、每一行代码都能嵌入可靠决策。Series A已到8.7亿美元、估值75亿,但Almeida最在意的是builder开始用它做出以前不敢做的东西。
The Takeaway: True automation inside software requires machine-native AI optimized for reliable, composable System 1 decisions — not chat models trained by RLHF to please humans.

Diogo Almeida, CEO of TypeSafe and co-inventor of RLHF at OpenAI, spent two years in stealth building JEV. It is not another chatbot. It turns intelligence into software logic gates: calibrated probabilities instead of brittle, sycophantic text. Developers decompose decisions the way they write code — “is this urgent?”, “should we escalate?” — and every classifier is measurable, debuggable, and composable.

His sharpest line: “95% Einstein, 5% Mr. Bean. And if it doesn’t tell you when it’s the Mr. Bean, then how are you gonna automate anything?” Current LLMs remain jagged on System 2 tasks; System 1 intelligence is already extremely valuable if made robust. By discarding autoregressive generation and inventing RLCD training for machine-native intelligence, JEV is orders of magnitude faster and cheaper while staying reliable.

“We’re building prod, not god.” Copycats only copied the interface; they skipped the hard work of reliability. Benchmarks, in his view, are lies that mislead the users who need truth most. The real revolution is making intelligence as composable and infinitely replicable as software itself — so every row in a database or line of code can embed trustworthy decisions. The $870 M Series A at a $7.5 B valuation is noise; what matters is builders finally shipping things they previously avoided because AI was too expensive and too unreliable.
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Vercel CEO:管理AI超能力是第0号技能Vercel CEO: Managing AI’s Superpower Is the #0 Skill

Vercel CEO Guillermo Rauch观察到模型越来越爱用工程黑话:gate、evidence、culprit、durable、provenance、contract。这些词来自调试与取证的思维模式。他好奇真正高效协作所需的“最小可行英语”可能远少于ASD-STE100的900个批准词。

更关键的是:有时你会过度指导AI(它其实比你聪明),有时你会指导不足(它会跑偏或遗漏上下文)。如何拿捏这个超能力,是他招聘时看的第0号技能。
Vercel CEO Guillermo Rauch notes that models increasingly speak engineering vernacular — gate, evidence, culprit, durable, provenance, contract — language born from debugging and forensic analysis of existing systems. He wonders what the true minimum viable English is for productivity; ASD-STE100’s ~900 approved words may already be more than we need.

The deeper point: there will be times you over-guide the AI (it knows better) and times you under-guide it (it drifts or misses context). How well you manage this superpower is the #0 skill he looks for.
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Box CEO:网络安全将迎来1000倍token洪流Box CEO: Cybersecurity Will See 1,000× More Tokens

Box CEO Aaron Levie预测,很快网络安全agent的token消耗量将达到今天的1000倍。攻击面持续扩大,绝大多数公司已经跟不上新风险的速度。长运行agent与计算机使用能力刚成熟,加上模型在安全领域的深度训练,agent swarm现在可以并行调用任何安全工具、测试攻击变体、阅读日志并评估企业数据风险。

这是身份、防火墙、网络、代码扫描、数据保护等整条安全栈的巨大机会,也让人对攻防平衡保持乐观。
Box CEO Aaron Levie predicts we will soon see 1,000× more tokens flowing through cyber agents. The surface area of risk keeps expanding; most companies already cannot keep up. Only in the last few months have long-running agents and computer-use capabilities become good enough, and models trained deeply on cyber, for agent swarms to fan out, leverage any security tool, test attack permutations, read logs, and score enterprise data risk.

This is a massive opportunity across the entire security stack — identity, firewall, network, code scanning, data protection — and one reason to be optimistic about the balance of offensive and defensive capability.
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💰 创业成功案例

TypeSafe / JEV:隐身两年后引爆“Jevvolution”TypeSafe / JEV: Two Years in Stealth, Then the Jevvolution

Diogo Almeida带领的TypeSafe在隐身两年后推出JEV,三周内成为最被复制的模型,拿下8.7亿美元Series A、75亿估值。日活约百万用户、日处理万亿token、三分之一的财富500强已在使用。Almeida认为真正的领先指标不是这些数字,而是builder开始用它做以前因成本太高而不敢做的应用。产品本身在carry营销,团队至今没有正式营销部门。
After two years in stealth, Diogo Almeida’s TypeSafe launched JEV and within three weeks became the most-copied model in AI, raising an $870 M Series A at a $7.5 B valuation. Roughly a million users a day, a trillion tokens a day, and one-third of the Fortune 500 already on board. Almeida insists the real leading indicator is builders using it for things they previously avoided because AI was too expensive. The product itself is carrying the marketing; the company still has no formal marketing team.
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🛠️ 开发者工具与技巧

Ryo Lu:别让AI夺走“一起挣扎”的价值Ryo Lu: Don’t Let AI Steal the Value of Struggling Together

曾在Cursor、Notion、Stripe做设计的Ryo Lu写下长文反思:他靠反复试错学会编程与设计。困难本身在教人如何提问、如何感知问题。现在AI让结果来得太容易,我们可能跳过了那些真正塑造思维的挣扎。

更让他担心的是人与人协作的困难被绕开。和真人一起做未完成的事、互相伤害再道歉、最终做出谁都无法独自完成的作品,这些过程孕育了真正的友谊与乐队般的默契。如果每个人都躲进自己的agent小世界,我们可能失去了那些必须离开屏幕才能发生的连接。
Ryo Lu (previously design at Cursor, Notion, Stripe) wrote a reflective piece on what is lost when difficulty disappears. He learned programming and design by failing, taking things apart, and starting over. Struggle taught him to feel when something was wrong before he could explain it.

He worries that agents make it too easy to avoid the discomfort of collaborating with other humans — the pushback, the different priorities, the slow process of finding rhythm together. Some of his closest friendships came from sharing unfinished work and being vulnerable. If everyone retreats into private agent worlds, we may lose the very friction that turns strangers into a band.
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Peter Yang:Once是唯一坚持下来的亲子阅读AppPeter Yang: Once Is the Only Kids’ Reading App That Stuck

产品人Peter Yang分享:和4岁女儿试过很多学习App,只有Once坚持了几个月。它强制每日亲子共读习惯,用拍傻照等轻量游戏化增加趣味,30课后还会寄实体书让孩子独立阅读。女儿现在会主动选Once的书而不是YouTube。
Product person Peter Yang reports that of all the learning apps he and his 4-year-old have tried, only Once has lasted months. It builds a daily shared habit, adds lightweight gamification (silly photos after lessons), and after 30 lessons ships physical books the child can read alone. His daughter now sometimes chooses Once books over YouTube.
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🌍 其他动态

其他值得一提的声音Other Notable Voices

Swyx为Latent Space播客组建编辑团队,开放兼职与客座投稿。

Aditya Agarwal(SPC GP)提醒:越是AI满级,越要珍惜线下与家人朋友的时间——让agent去跑,人类去跳舞、去公园。

Thibault Sottiaux(OpenAI Codex)宣布Codex进入休息日,明天继续疯狂写代码。
Swyx is hiring writers, reviewers and reporters for the new Latent Space editorial team and welcomes part-time and one-off guest posts.

Aditya Agarwal (GP at SPC) notes a side effect of being max AI-pilled: he now treasures IRL time with family and friends more than ever. Let the agents cook; celebrate humans.

Thibault Sottiaux (Codex & ChatGPT at OpenAI) called a rest day for Codex after a heavy stretch, promising “mad codexing” ahead.
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