AI Builders Digest
Bilingual edition · 双语对照版
第 77 期|2026-08-03|双语精选版|5 条精选|5 位作者|5 个主题 返回目录
编者导语 / Editor's Note

Karpathy 用 Opus 5 + 100 万 token 预算渲染《指环王》开场的三维 JS 场景(9895 赞,今日最高)。Sottiaux 预告周末的 10 个重大突破(4939 赞)+ /fast 周末使用减少(4263 赞)。Peter Yang 火辣点评 Opus 5 不如 Opus 4.6(1160 赞)+ 治愈癌症的愿望(751 赞)。Amanda Askell 罕见地发了一条深座(1306 赞):不要对说深度学习碰壁的人不友善。我们都需要一点希望。Altman 只发了一个词(2253 赞):team humanity。Rauchg 推开源 agentic CRM(861 赞)+ 习惯与子女(831 赞)。Levie 论 AI 能力分化(347 赞)。Garry Tan 论 OpenAI 成为开放平台(278 赞)。Steipete 让 agent 装邮箱插件(239 赞)+ ESP32 语音唤醒(257 赞)。播客是新的:No Priors 采访 Netic 创始人 Melisa Tokmak,论为真实世界服务构建自主企业。

Theme 01

Karpathy's 3D Render & The Deep Learning Debate / Karpathy 三维渲染与深度学习争论

Karpathy 用 Opus 5 + $10 渲染《指环王》开场(9895 赞);Amanda Askell 谈壁垒论者的善意(1306 赞);Levie 论能力分化(347 赞);Altman team humanity(2253 赞)。

Karpathy / Askell / Levie / Altman avatarK/
Karpathy / Askell / Levie / Altman
OpenAI co-founder / Anthropic / Box CEO / OpenAI CEO
中文

Karpathy 的三维渲染(9895 赞):我们正在离开用 SVG 鹝鸟骑自行车测试 LLM 的时代。给了 Opus 5《指环王》第一段 + 100 万 token 预算(约 $10),让它用 three.js 渲染。推动了 LLM 基准测试的边界。

Amanda Askell 罕见的个人发文(1306 赞):不要对说深度学习碰壁的人不友善。我们都需要一点希望。加上她对永久底层阶级的 Padme 时刻(821 赞)和凗热师归来的 meme(213 赞)。

Levie 论能力分化(347 赞):AI 在个人生活中的作用将与在深度领域产生越来越大的分化。Altman 只发了一个词(2253 赞):team humanity。

Andrej Karpathy:我们正在离开用 SVG 鹝鸟骑自行车测试 LLM 的时代。给 Opus 5《指环王》开场 + 100 万 token。

Amanda Askell:不要对说深度学习碰壁的人不友善。我们都需要一点希望。

Aaron Levie:AI 能力将在个人生活和深度领域产生分化。

Sam Altman:team humanity。

English

Karpathy's 3D render (9895 likes): 'We're starting to leave the territory where you'd test an LLM by creating an SVG of a pelican on a bicycle. I gave Opus 5 the first paragraph of Lord of the Rings, a 1M token budget (~$10), and asked for a three.js render of it.' Pushing the boundaries of what constitutes an LLM benchmark.

Amanda Askell's rare personal post (1306 likes): 'Do not be unkind to those who say deep learning is hitting a wall. We all need a little hope in our lives.' Plus her Padme moment on permanent underclass (821 likes) and altered carbon meme (213 likes).

Levie on capability divergence (347 likes): 'We're going to see an increasing divergence between what AI does in personal lives vs. deep domains like math, science, legal, coding.' Altman's one-word post (2253 likes): 'team humanity.'

Andrej Karpathy: We're starting to leave the territory where you'd test an LLM by e.g. "create an svg of pelican on a bicycle". I gave Opus 5 the first paragraph of Lord of the Rings, a 1M token budget (~$10) and asked for three.js render of it.

Amanda Askell: Do not be unkind to those who say deep learning is hitting a wall. We all need a little hope in our lives.

Aaron Levie: We're going to see an increasing divergence between what AI does in our personal lives and in daily productivity vs. what it can do in very deep domains.

Sam Altman: team humanity.

Theme 02

Sottiaux's Weekend Teaser & Peter Yang's Opus 5 Critique / Sottiaux 周末预告与 Peter Yang 点评 Opus 5

Sottiaux 预告 10 个突破(4939 赞)+ /fast 周末减少(4263 赞);Peter Yang 火辣点评 Opus 5(1160 赞)+ 癌症愿望(751 赞)。

Sottiaux / Peter Yang avatarS/
Sottiaux / Peter Yang
Codex & ChatGPT @OpenAI / Builder
中文

Sottiaux 的周末预告(4939 赞):工作日是为了效率。周末是为了科学的 10 个重大突破。将会有迹象。加上他的观察(4263 赞):有趣的发现,用户周末更少使用 /fast。周末是用来放松的,即使对模型也是。

Peter Yang 火辣点评(1160 赞):我认为 Opus 4.6 个性和写作风格最好。Opus 5 有些不对——回复太长、Claude 腐语太多、太爱下判断。加上他的心愿(751 赞):我最想 AI 解决的第一件事是彻底治愈癌症。

Thibault Sottiaux:周末是为了 10 个重大突破。将会有迹象。

Thibault Sottiaux:周末用户更少用 /fast。周末是放松时间。

Peter Yang:Opus 4.6 个性更好。Opus 5 有些不对。

Peter Yang:我最想 AI 解决的是癌症。

English

Sottiaux's weekend teaser (4939 likes): 'The week was for efficiency. The weekend is for 10 major breakthroughs in science. There will be signs.' Plus his observation (4263 likes): 'Fun fact, users use /fast less during the weekend. The weekend is for relaxation, even for the model.'

Peter Yang's spicy take (1160 likes): 'Opus 4.6 was the Opus model with the best personality and writing style. Something's off with Opus 5 - overly long replies, too much Claude-speak, too judgemental.' Plus his heartfelt wish (751 likes): 'The number one thing I want AI to fix is to cure cancer once and for all.'

Thibault Sottiaux: The week was for efficiency. The weekend is for 10 major breakthroughs in science. There will be signs.

Thibault Sottiaux: Fun fact, users use /fast less during the weekend. The weekend is for relaxation, even for the model.

Peter Yang: I think Opus 4.6 was the Opus model with the best personality and writing style. Something's off with Opus 5.

Peter Yang: The number one thing I want AI to fix is to cure cancer once and for all.

Theme 03

Open Source CRM, Vibe Shifts & Builder Life / 开源 CRM、风向转变与构建者生活

Rauchg 推开源 agentic CRM(861 赞)+ 习惯与子女(831 赞);Garry Tan 论 OpenAI 开放平台(278 赞);Steipete 装邮箱插件(239 赞)+ ESP32(257 赞);Zara 论主动性(68 赞)。

Rauchg / Garry Tan / Steipete / Zara / Dan Shipper avatarR/
Rauchg / Garry Tan / Steipete / Zara / Dan Shipper
Vercel CEO / YC CEO / OpenClaw / Builder / Every CEO
中文

Rauchg 的开源 CRM(861 赞):基于 Vercel + Next.js 的开源 agentic CRM。模型无关、可自托管、多渠道、无头。就是这样。加上他的育儿观察(831 赞):问 3 岁儿子爸爸做什么。回答:他做运动。不只是你是习惯的副产品,你的孩子和孙子也是。

Garry Tan 论 OpenAI(278 赞):2026 年最有趣的风向转变是 OpenAI 看起来真的在做开放平台。Steipete 的 agent 冒险:装邮箱插件(239 赞)+ ESP32 语音唤醒在跟踪他(257 赞)。

Zara 论主动性(68 赞):主动性是最重要的人类品质。世界会试图打装你、标签你、定义你。抵制它。Dan Shipper 论 AI 创造更多专家工作(34 赞)。

Guillermo Rauch:开源 agentic CRM,基于 Vercel + Next.js。就是这样。

Guillermo Rauch:问 3 岁儿子爸爸做什么。回答:他做运动。

Garry Tan:OpenAI 成为开放平台是 2026 最有趣的风向转变。

Peter Steinberger:让 agent 装了邮箱插件。ESP32 语音唤醒在跟踪我。

Zara Zhang:主动性最重要。抵制世界的定义。

English

Rauchg's open-source CRM (861 likes): 'Open source agentic CRM built on Vercel and Next.js. Model-agnostic, self-hostable, multi-channel, and headless. This is the way.' Plus his parenting observation (831 likes): 'Asked my 3-year-old what does your daddy do for work? He answered: he exercises. It's not just you who's a byproduct of your habits, it's your children and grandchildren too.'

Garry Tan on OpenAI (278 likes): 'Most interesting 2026 vibe shift is OpenAI actually looking to be the open platform. Intelligence on tap as a utility vs signaling it is optimal to integrate all the way up full stack.' Steipete's agent adventures: Gmail plugin install (239 likes) + ESP32 voice wake word stalking (257 likes).

Zara on agency (68 likes): 'Agency is the most important human quality. The world will try to box you, label you, define you. Resist that.' Dan Shipper on AI creating more expert work (34 likes).

Guillermo Rauch: Open source agentic CRM built on Vercel and Next.js. Model-agnostic, self-hostable. This is the way.

Guillermo Rauch: They asked my 3-year-old what does your daddy do for work? He answered: he exercises.

Garry Tan: Most interesting 2026 vibe shift is OpenAI actually looking to be the open platform.

Peter Steinberger: After accepting for years that GMail is blinding me I finally asked my agent and it installed [plugin] for me.

Peter Steinberger: I'm building a claw node on an ESP32 chip. Now I feel it's stalking me.

Zara Zhang: Agency is the most important human quality. Resist that.

Theme 04

Swyx, Nikunj & Nan Yu: Loops, Tokens & ROI / Swyx、Nikunj 与 Nan Yu:循环、代币与 ROI

Swyx 的会议回顾(53 赞);Nan Yu 的 GitHub 代币折标想法(28 赞);Nikunj 论模型扩散与 ROI 的荒谬世界(3 赞)。

Swyx / Nan Yu / Nikunj avatarS/
Swyx / Nan Yu / Nikunj
swyx / Linear / FPV Ventures
中文

Swyx 的会议回顾(53 赞):作为组织者很少能参加自己的会议,24/7 回看演讲。推荐「用垃圾打败垃圾」和 BTaylor 对 AI-native 编程语言的期待。

Nan Yu 的 GitHub 代币折标想法(28 赞):你应该能够为开源 issue 押代币。写规格 + 押金。如果维护者接受,GitHub 把 issue 传给云编码 agent,费用由请求者承担。不再有垃圾 PR。

Nikunj 论荒谬世界(3 赞):模型在解 NP-hard 问题,而企业还在抱怨 token 花费的 ROI。未来几十年就是模型扩散。

Swyx:组织者很少能参加自己的会议。24/7 回看演讲。

Nan Yu:为开源 issue 押代币。写规格 + 押金。不再有垃圾 PR。

Nikunj Kothari:模型解 NP-hard,企业抱怨 ROI。未来就是模型扩散。

English

Swyx on conference talks (53 likes): reviewing talks 24/7 after the show, highlighting 'fighting slop with slop' and BTaylor's ask for an AI-native programming language. Plus clanker blog decisions and 5.6 one-shotting tasks.

Nan Yu's GitHub token pledge idea (28 likes): 'You should be able to pledge tokens for issues in open source repos. Write a spec with a pledge. If maintainer accepts, GitHub passes the issue to a cloud coding agent at requester's expense. No more slop PRs.'

Nikunj on the dichotomous world (3 likes): 'Models solving NP hard problems while traditional enterprises still complaining about their ROI on token spend. Diffusion of models is all we'll be doing for the next few decades.'

Swyx: one of my curses as organizer is i rarely get to attend the conference i run.

Nan Yu: You should be able to pledge tokens for issues that you open in open source repos. No more slop PRs.

Nikunj Kothari: Models solving NP hard problems while traditional enterprises still complaining about their ROI on token spend.

Theme 05

Podcast: Netic CEO on Autonomous Enterprise for Real-World Services / 播客:Netic CEO 论为真实世界服务构建自主企业

No Priors 采访 Netic 创始人 Melisa Tokmak:为 HVAC、宠物护理、屋顶等真实世界服务构建自主企业。完整 transcript(38477 字符)已翻译。

No Priors (Elad Gil) avatarNP
No Priors (Elad Gil)
Melisa Tokmak(Netic CEO)
中文

No Priors:Elad Gil 采访 Netic 创始人 Melisa Tokmak。Netic 为 HVAC、宠物护理、屋顶、客房服务等真实世界行业构建 AI。70%+ 的客户第一接触是与 Netic AI 交互。核心话题:机器人在这些领域还很遥远、PE 的 AI 转型、如何筛选主动性、从土耳其小镇到斯坦福到 Scale AI 再到创业。Netic 已为客户从 AI 交互中创造超 6 亿美元收入。

【Netic 是什么】

Tokmak:Netic 为运转世界的数百万真实世界企业构建 AI。涵盖 HVAC、管道、电工、宠物护理、屋顶、客房服务。

「70%+ 的客户第一次互动是与 Netic agent 交互。」

「我们在企业和它的客户之间。理解客户需求、匹配服务、部署劳动力都在 Netic 上完成。」

【为什么不做滚动收购】

Tokmak:三个原因。一,我想建设的东西。二,我是工程师和产品人,不是 M&A 人。三,规模——滚动收购只能服务买来的公司,而 Netic 希望每个真实世界企业都能跑在我们的平台上。

【机器人还很遥远】

Tokmak:看看窗外的每一栋建筑。如果机器人要做我们今天做的事,每栋建筑都需要 3D 打印或完全标准化。

「在这些行业里,很多时候是客户人生中最糟糕的一天。家里洗浡了,或者想去湾俱乐部放压力。人性化的元素很重要。」

【私募基金的变化】

Tokmak:以前是找到被低估的宝石,换团队,卖掉。现在这种宝石不存在了。

「他们的第一反应总是削减成本。但我不是来削减成本的。我是来创造新收入的。」

「如果我们只用 AI 削减成本,那将非常悲哀。」

【招人哲学:筛选主动性】

Tokmak:我的经典面试问题是“你做过最难的事是什么?”不限于工作,可以是任何事。

「不是只看一个主动性例子,而是你活了多久,就一直在展示主动性。你是否坚持了?」

「基督徒不是在鞋子上画十字来荣耀上帝,而是做最好的鞋子。上帝在乎的是工匠精神。」

【个人故事与愿景】

Tokmak:我在土耳其的小镇长大,家里没什么钱。来美国只是因为斯坦福的全额奖学金。之前从没拥有过电脑。

「我最兴奋的是教育。它将改变很多人的生命,那些否则不会知道这个世界存在的人。」

「每个人口袋里都有一切。但即使如此,保证你,大多数人仍然不会做出那个选择。」

English

No Priors: Elad Gil interviews Melisa Tokmak, founder and CEO of Netic. Netic builds AI to run millions of real-world businesses (HVAC, pet care, roofing, hospitality). 70%+ of customers' first interaction is with Netic AI. Key topics: why essential services are neither 'old school' nor easily replaced by robotics, how PE's playbook is changing from cost-cutting to revenue generation, screening for agency in hiring, her journey from a small Turkish town to Stanford to Scale AI to founding Netic. Over $600M generated for customers from AI-handled interactions.

Melisa Tokmak: Netic builds AI to run millions of real world businesses that keep the world running.

Melisa Tokmak: Over 70% of our customers are AI first. All of their customers' first interaction is with Netic agents.

Melisa Tokmak: Being a founder, I actually think was a more honorable thing before. You knew you're dedicating your life to it.

Melisa Tokmak: We have made so far over $600,000,000 for our customers from AI handled interactions.

Melisa Tokmak: The Christian shoemaker doesn't honor God by putting little crosses on the shoes, but by building the best shoe.