AI 行业热点

🐦 X/Twitter 热点

Swyx (@swyx)

  • OAI 850B valuation, ~30B ARR now
    Ant ~900B valuation, ~44B* ARR now

*revenue recognized differently, per Denise Dresser its probably closer to 8-10B lower if using OAI methodology

chart reconstructed from wsj by me [3 ❤️ 1 🔄]

  • see the talk version, out now thanks to @steveruizok [1 ❤️]
  • this one is doing v well btw if you want the popular vote filter on the firehose of all the things

@patrickdebois was one of the track keynotes i gave a “blank check” to based on his sincere support since our very earliest days + when in europe we must feature the DevOps guy. he didnt disappoint! [40 ❤️ 1 🔄]

Kevin Weil (@kevinweil)

  • 👇👇👇 [22 ❤️]

Peter Yang (@petergyang)

  • Coding is the first frontier.
    Knowledge work is the second one.
    Personal agents are the third. [121 ❤️ 11 🔄]
  • Met the demo god himself today @romainhuet [63 ❤️ 1 🔄]
  • I want to get my 8 year old to start building stuff with agents that she actually can share with her class and teachers. Any ideas?

Maybe she can make her first dollar online too. [75 ❤️ 1 🔄]

Amjad Masad (@amasad)

  • Replit helped an entrepreneur find investors and land meetings! [25 ❤️ 1 🔄]
  • Great use of AI for education: multi-modal learning platform for deaf students. [124 ❤️ 11 🔄]

Guillermo Rauch (@rauchg)

  • 𝚗𝚙𝚡 𝚍𝚎𝚎𝚙𝚜𝚎𝚌

We’re introducing an open-source agent orchestrator for deep security reviews.

We built it for internal use, and after running it against some major OSS projects, we gained conviction to share it with the world.

Coding agents can now find critical vulnerabilities in minutes that would take teams of people months (if they can spot them at all). Since 𝚍𝚎𝚎𝚙𝚜𝚎𝚌 is optimized to work with Vercel Sandbox, you can effectively harness the power of thousands of agents scrutinizing your codebase in parallel.

I encourage you to try this on your repositories. BTW: If you run an OSS project and want us to sponsor a run, my DMs are open. [1229 ❤️ 86 🔄]

Aaron Levie (@levie)

  • Both Anthropic and OpenAI have new initiatives to help enterprises deploy AI agents within their organizations. This is a trend that’s early but going to get very big fast.

As agents enter knowledge work beyond coding, there is very real work to upgrade IT systems, get agents the context they need, modernize the workflows to work with agents, figure out the human-agent relationship in the workflow, drive adoption and do change management, and much more.

While AI models have an incredible amount of capability packed into them, there’s no shortcut to getting that intelligence applied to a business process in a stable way. This is creating tons of opportunities across the market for new jobs and firms, and the labs are equally recognizing the criticality here. [836 ❤️ 110 🔄]

Garry Tan (@garrytan)

  • Also I’m a psycho about testing [19 ❤️ 1 🔄]
  • What makes gbrain genuinely different?

It’s not a memory layer OR a code tool OR a search engine. It’s all three unified under one graph with one query interface. Nobody else has that.

And I use it all day with my 100k markdown file OpenClaw+Hermes Agent setup. [308 ❤️ 10 🔄]

  • GBrain v0.27 just dropped - as promised, you asked for support for lots of other non-Anthropic and non-OpenAI embeddings and LLM support, so here it is.

Multi-modal embeddings and deep photo OCR, description, and EXIF extraction coming shortly after that. [118 ❤️ 8 🔄]

Matt Turck (@mattturck)

  • VCs need to start following the literal description naming trend:

The Capital Deployment Company of San Francisco
The Check Writing Company of New York
The Bridge Round Partnership of Brooklyn
The Ghosting Company
The Liquidated Preference Firm of Miami [32 ❤️]

Nikunj Kothari (@nikunj)

  • In NY next week - Tuesday and Wednesday.

Who should I meet? 👀 [38 ❤️ 1 🔄]

  • Apparently, this is a hot take..

Startup vintage of 2023-2025 is slowly realizing that fancy launch videos & focusing just on distribution MIGHT lead to VC funding, but still leads to money being lit on fire when you should have been spending equal (if not longer) time on retention.

Momentum (in lieu of anything else) has ceased to be a moat. It never was in the first place, and the numbers (seed -> series A gap) are starting to show this. We’ll see acquihires at a much faster clip than we’ve seen before. [262 ❤️ 2 🔄]

  • It’s criminal how cheap and how good Gemini Flash is.. that too with 1M context windows and structured outputs.

Probably, my most used model in production workloads.

Separately their new live voice model is mindblowingly good if you haven’t tried it yet! [252 ❤️ 10 🔄]

Peter Steinberger (@steipete)

  • We can now reproduce issues directly in empheral crabboxes with WebVNC (Linux/Windows/macOS).

Agents set up the exact state to test + fix and post videos on the PR.

Working hard to level up our QA. [119 ❤️ 3 🔄]

  • Crabbox 0.5.0 is live 🦀

🖥️ Desktop/browser leases
🧑‍💻 VNC + authenticated WebVNC
🪟 AWS Windows + WSL2
📸 Screenshots + app launch

Remote CI boxes, now suspiciously usable. [260 ❤️ 18 🔄]

  • Do I have anyone from @discord in my timeline? Our @openclaw guild is down the whole day and idk what’s going on. [532 ❤️ 13 🔄]

Aditya Agarwal (@adityaag)

  • We have never desired to be an accelerator.

Velocity is not interesting without a grounding towards true north. [65 ❤️ 3 🔄]

Sam Altman (@sama)

  • pretty excited for voice models to get great

its interesting to watch how people are already starting to change the way they interface with AI [4451 ❤️ 162 🔄]

  • we love you too! [1747 ❤️ 42 🔄]
  • we are gonna do something nice for everyone who applied for the GPT-5.5 party and that we didn’t have space for. hope you enjoy! [7348 ❤️ 162 🔄]

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由 Follow Builders 自动生成 · 2026-05-05