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2026-10-28 13 builders · 29 tweets · 0 podcasts · 0 blogs

🔥 热点话题

企业级 Agent 部署仍不到 1%,但拐点已至Enterprise Agents Still Under 1% Deployed, But Inflection Point Arrives

Box CEO Aaron Levie 指出,绝大多数企业工作流其实还没有真正用上 agent,当前经济体中的部署率可能不到 1%。现有的最多只是单次 LLM 调用做决策或反馈,真正的自动化极少。这既有企业技术采用慢的原因,更核心是 AI 能力本身的限制。如今随着 computer use、长时运行 agent、harness 改进和周边基础设施成熟,终于可以对更复杂的工作流动手。未来会出现自改进系统,能针对任何工作流目标在大量实例上提升执行率,而 agent swarm 形态让人可以任意投放算力去解决问题。这不再是终端用户提示 agent 完成单任务,而是组织重新设计底层工作流以发挥 agent 优势,对金融、生命科学、医疗等重信息领域将产生巨大影响。

Box CEO Aaron Levie notes that the vast majority of enterprise workflows have not meaningfully adopted agents yet, with economy-wide deployment likely under 1%. At best, companies have a few systems making a single LLM pass for decisions or feedback, but almost no real automation. Part of this is slow enterprise tech adoption, but most stems from AI capability limits themselves. With computer use, long-running agents, harness improvements and supporting infrastructure now available, complex workflows are finally in reach. Self-improving systems will raise execution rates across volumes of instances for any workflow goal, while agent swarms let organizations throw arbitrary compute at problems. This shifts from end users prompting agents for one-off tasks to organizations reengineering core processes around agents, creating massive opportunity in finance, life sciences, healthcare and other information-heavy domains.
Box CEO Aaron Levie notes that the vast majority of enterprise workflows have not meaningfully adopted agents yet, with economy-wide deployment likely under 1%. At best, companies have a few systems making a single LLM pass for decisions or feedback, but almost no real automation. Part of this is slow enterprise tech adoption, but most stems from AI capability limits themselves. With computer use, long-running agents, harness improvements and supporting infrastructure now available, complex workflows are finally in reach. Self-improving systems will raise execution rates across volumes of instances for any workflow goal, while agent swarms let organizations throw arbitrary compute at problems. This shifts from end users prompting agents for one-off tasks to organizations reengineering core processes around agents, creating massive opportunity in finance, life sciences, healthcare and other information-heavy domains.
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前沿 AI 投资应押注新发现与医药,而非编码Frontier AI Investment Should Bet on Discovery and Medicine, Not Coding

Replit CEO Amjad Masad 认为,如果现在投资前沿 AI,应该主要押注新发现及其应用(尤其是医药),因为编码和大部分知识工作正被 sub-frontier 模型快速饱和。设计师对代码库的贡献也越来越可见,反映了人机协作的新形态。

Replit CEO Amjad Masad argues that investing in frontier AI today should be underwritten mostly on new discovery and its applications such as medicine, because coding and most knowledge work are rapidly being saturated by sub-frontier models. He also highlighted designers’ growing visible contributions to codebases as a signal of evolving human-AI collaboration.
Replit CEO Amjad Masad argues that investing in frontier AI today should be underwritten mostly on new discovery and its applications such as medicine, because coding and most knowledge work are rapidly being saturated by sub-frontier models. He also highlighted designers’ growing visible contributions to codebases as a signal of evolving human-AI collaboration.
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错失 Claude Code 级机会的 5 亿美元教训The $500M Bag Fumble on a Claude Code-Style Opportunity

AI 工程师 Swyx(smol.ai / Cognition 等)坦承自己错失了一个大约价值 5 亿美元的机会:作为 TypeScript CLI 维护者,他本可以很早进入类似 Claude Code 的赛道,却在 2019 年提出类似想法后整整 7 年没有行动。他调侃这比 SpaceX IPO 时大家晒的 Cursor bag fumble 更严重。

AI engineer Swyx (smol.ai, Cognition and others) admitted an estimated $500M bag fumble: as a long-time TypeScript CLI maintainer he was positioned to be early on something like Claude Code, yet pitched a similar idea in 2019 and then did nothing for seven years. He called it worse than the Cursor bag fumbles everyone posted after the SpaceX IPO.
AI engineer Swyx (smol.ai, Cognition and others) admitted an estimated $500M bag fumble: as a long-time TypeScript CLI maintainer he was positioned to be early on something like Claude Code, yet pitched a similar idea in 2019 and then did nothing for seven years. He called it worse than the Cursor bag fumbles everyone posted after the SpaceX IPO.
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OpenAI Codex / ChatGPT 相关更新已落地OpenAI Codex / ChatGPT Related Update Has Landed

OpenAI Codex & ChatGPT 团队成员 Thibault Sottiaux 连续发推确认相关更新将在 PST 午夜前落地,随后宣布“已经完成”,并预告明天有好消息。该系列推文获得数千点赞,显示社区高度关注。

OpenAI Codex & ChatGPT team member Thibault Sottiaux confirmed the update would land by midnight PST, then announced “And it’s done,” teasing good news for the next day. The posts drew thousands of likes, indicating strong community interest.
OpenAI Codex & ChatGPT team member Thibault Sottiaux confirmed the update would land by midnight PST, then announced “And it’s done,” teasing good news for the next day. The posts drew thousands of likes, indicating strong community interest.
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🛠️ 开发者工具与技巧

AI 原生 macOS Dock:用 Agent 实时管理专注模式AI-Native macOS Dock with Agent-Driven Focus Modes

前 Anthropic Claude Code 成员 Thariq 展示个人项目:一个 AI 原生 macOS Dock,支持自定义模式(写作、构建等)帮助保持专注。Agent 可以实时自定义模式行为并新增模式,借助 jev 对用户活动与通知进行分类并采取行动。他同时指出开源软件需要新的分发方式,让 agent 能修改代码同时自动合并上游更新。该项目仍有边缘情况,暂不推荐正式使用,但展示了 HCI 与 OS 内部结合的有趣方向。

Former Anthropic Claude Code engineer Thariq demoed a personal project: an AI-native macOS dock with custom modes (writing, building, etc.) to stay focused. His agent can customize mode behavior and add new modes on the fly, using jev to classify activity and notifications in real time and act on them. He also called for a new distribution model for open-source software so agents can modify code while automatically merging upstream changes. The experiment still has many edge cases and is not recommended for production use, but points to promising HCI work on OS internals.
Former Anthropic Claude Code engineer Thariq demoed a personal project: an AI-native macOS dock with custom modes (writing, building, etc.) to stay focused. His agent can customize mode behavior and add new modes on the fly, using jev to classify activity and notifications in real time and act on them. He also called for a new distribution model for open-source software so agents can modify code while automatically merging upstream changes. The experiment still has many edge cases and is not recommended for production use, but points to promising HCI work on OS internals.
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GStack / Capy 软件工厂:多 Agent 并行重构贡献图GStack / Capy Software Factory: Multi-Agent Parallelism Rewrites Contribution Graphs

Y Combinator 总裁兼 CEO Garry Tan 展示 Capy 软件工厂如何“重整化”自己的 GitHub 贡献颜色:10 到 20 个 Capy Captains 子 agent 持续在 GStack 和 GBrain 上运行,PR 产出显著增加。他同时在优化 GStack 本身,目标是降低 token 用量和任务延迟。

Y Combinator President & CEO Garry Tan showed how the Capy software factory has renormalized his GitHub contribution graph: 10–20 Capy Captains sub-agents running continuously on GStack and GBrain have driven a sharp rise in PRs. He is also actively sliming down GStack itself to cut token usage and task latency.
Y Combinator President & CEO Garry Tan showed how the Capy software factory has renormalized his GitHub contribution graph: 10–20 Capy Captains sub-agents running continuously on GStack and GBrain have driven a sharp rise in PRs. He is also actively sliming down GStack itself to cut token usage and task latency.
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Vercel 一行命令部署 Bun 服务One-Command Bun Service Deployment on Vercel

Vercel CEO Guillermo Rauch 展示了极简部署:把 now 别名为 vercel,写一个最小 Dockerfile 用 oven/bun:alpine 启动一个返回“we are so back”的服务,然后直接 now 命令即可上线。

Vercel CEO Guillermo Rauch demonstrated an ultra-minimal deployment flow: alias now to vercel, write a tiny Dockerfile based on oven/bun:alpine that serves a “we are so back” response, and run now to go live.
Vercel CEO Guillermo Rauch demonstrated an ultra-minimal deployment flow: alias now to vercel, write a tiny Dockerfile based on oven/bun:alpine that serves a “we are so back” response, and run now to go live.
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💰 创业成功案例

顶级 AI 公司都有很多联合创始人,常规建议不成立Top AI Companies Have Many Co-Founders; Conventional Wisdom Is Wrong

FirstMark 合伙人 Matt Turck 指出常见创业建议“联合创始人太多不好”在顶级 AI 公司完全不成立:Anthropic 7 人、OpenAI 11 人、Databricks 7 人。FPV Ventures 合伙人 Nikunj Kothari 也强调 Anthropic 和 Databricks 都是 7 个联合创始人,说明最好的创业公司本就是 outliers,没有所谓“正确”的组建方式,只有适合自己的方式。

FirstMark partner Matt Turck noted that the usual startup advice against too many co-founders is contradicted by the best AI companies: Anthropic (7), OpenAI (11), Databricks (7). FPV Ventures partner Nikunj Kothari echoed the point, stressing that Anthropic and Databricks both had seven co-founders and that the best startups are true outliers—there is no single “right” way, only the way that works for you.
FirstMark partner Matt Turck noted that the usual startup advice against too many co-founders is contradicted by the best AI companies: Anthropic (7), OpenAI (11), Databricks (7). FPV Ventures partner Nikunj Kothari echoed the point, stressing that Anthropic and Databricks both had seven co-founders and that the best startups are true outliers—there is no single “right” way, only the way that works for you.
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🌍 其他动态

视频与游戏创作将成为知识工作的基础能力Video and Game Creation Will Become Foundations of Knowledge Work

Every CEO Dan Shipper 预测,视频创作和游戏制作将像今天的文档与幻灯片一样,成为广泛分布的知识工作基础能力。他同时转发并称赞了一篇关于相关技术的优质解释。

Every CEO Dan Shipper predicted that video creation and game making will become widely distributed foundations of knowledge work in the same way document and deck creation are today. He also highlighted an “extremely good explanation” of related technical concepts.
Every CEO Dan Shipper predicted that video creation and game making will become widely distributed foundations of knowledge work in the same way document and deck creation are today. He also highlighted an “extremely good explanation” of related technical concepts.
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招聘实践需要全面更新,Grok 新功能令人惊喜Hiring Practices Need Overhaul; Grok Feature Delights

AI 教程创作者 Peter Yang 批评当前招聘仍过度依赖年限、公司名、简历与管理人数,而忽视真实项目与短期工作试用。他同时分享了刚体验的 Grok bot 新功能,称其为近期最有趣、最有趣的 AI 互动之一,并计划专门拍视频介绍。

AI tutorial creator Peter Yang called out outdated hiring practices that still filter on years of experience or brand-name companies, prioritize resumes over proof of work, treat headcount managed as an accomplishment, and run endless interview rounds instead of short work trials. He also raved about a not-yet-fully-launched Grok bot feature that produced one of his favorite and funniest AI moments recently, promising a dedicated video soon.
AI tutorial creator Peter Yang called out outdated hiring practices that still filter on years of experience or brand-name companies, prioritize resumes over proof of work, treat headcount managed as an accomplishment, and run endless interview rounds instead of short work trials. He also raved about a not-yet-fully-launched Grok bot feature that produced one of his favorite and funniest AI moments recently, promising a dedicated video soon.
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AI 术语定义差异巨大,从业者仍需深挖AI Terminology Still Has Wildly Different Definitions

FPV Ventures 合伙人 Nikunj Kothari 列出自己以为理解但实际会收到 10 种完全不同定义的术语:long horizon、out of distribution、intelligence per watt、rl environments、forward deployed、revenue、frontier、self improving。虽然部分本就主观,但差异之大仍令人惊讶。

FPV Ventures partner Nikunj Kothari listed terms he thought he understood yet still receives ten wildly different definitions for: long horizon, out of distribution (especially data), intelligence per watt, RL environments, “forward deployed,” revenue, “frontier,” and self-improving. Some subjectivity is expected, but the variance remains surprising.
FPV Ventures partner Nikunj Kothari listed terms he thought he understood yet still receives ten wildly different definitions for: long horizon, out of distribution (especially data), intelligence per watt, RL environments, “forward deployed,” revenue, “frontier,” and self-improving. Some subjectivity is expected, but the variance remains surprising.
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