#大佬观点

Grok Bot genuinely changed my life. My Bots are now part of pretty much everything I do, both at work and in my personal life. It’s actually crazy how much I rely on them now.

Computer wrote and produced a five-minute film on how a chip gets made, drawing on 13 technical references from ASML, Intel, TSMC, Cadence, SkyWater, and IEEE Spectrum. Skip to 3:59 for why "3 nanometers" doesn't mean what it sounds like.

SCOOP: Major U.S. banks are detecting unauthorized third-party AI agents inside customer accounts, including some attempting to take actions that appear to be independent of user instructions, sources told Axios. The findings have alarmed banking executives, who are racing to restrict access to their systems as AI moves at a velocity faster than financial institutions can respond, multiple industry and bank executives told Axios. Several banks are now preparing for worst-case and even “day after” scenarios, including how to rapidly secure or restore customer accounts if things go wrong, the people said. Several bank executives told Axios they're struggling to distinguish between human users and AI agents. One executive said banks also struggle to determine whether agents are authorized by customers or potentially operating without their permission, more akin to rogue agent behavior. Read my latest for Axios here: https://www.axios.com/2026/10/22/ai-agents-banks-unauthorized-accounts-access

I asked @bcherny how many Claude agents he's running right now as he sat next to me. "A few thousand." Boris (creator of Claude Code) came back to my Stanford course 𝗧𝗵𝗲 𝗠𝗼𝗱𝗲𝗿𝗻 𝗦𝗼𝗳𝘁𝘄𝗮𝗿𝗲 𝗗𝗲𝘃𝗲𝗹𝗼𝗽𝗲𝗿 last Thursday. His main takeaways: - 𝗔𝘂𝘁𝗼𝗺𝗮𝘁𝗲 𝘆𝗼𝘂𝗿 𝗯𝗼𝘁𝘁𝗹𝗲𝗻𝗲𝗰𝗸: Claude has written 100% of his team's code since November and output is up ~10x per engineer. So much code shipped that people stopped reading it carefully and started skimming, so they automated code review. Approvals are next. The team identified the main things impeding their development velocity and built systems to unblock themselves. - 𝗕𝘂𝗶𝗹𝗱 𝗳𝗼𝗿 𝘁𝗵𝗲 𝗺𝗼𝗱𝗲𝗹 𝟲 𝗺𝗼𝗻𝘁𝗵𝘀 𝗼𝘂𝘁: early Claude Code revenue was flat for months because the model wasn't smart enough yet. Then Opus 4 came out and growth became astronomic. His method is to read your agent transcripts and see where the model fails. That's where it will improve in the next model release. - 𝗦𝗺𝗮𝗹𝗹 𝘁𝗲𝗮𝗺𝘀 𝗴𝗼 𝗳𝗮𝘀𝘁𝗲𝗿: for months Claude Code was basically just him. With AI, one or two people can outship a team 100 times their size. Constraints breed creativity. - 𝗧𝗵𝗶𝗻𝗸 𝗶𝗻 𝗹𝗼𝗼𝗽𝘀: his grandpa programmed punch cards in the Soviet Union. Boris writes loops that run for days or weeks and spawn many agents. He expects that typing code by hand is heading where punch cards went. - 𝗗𝗼𝗺𝗮𝗶𝗻-𝘀𝗽𝗲𝗰𝗶𝗳𝗶𝗰 𝗯𝘂𝗶𝗹𝗱𝗲𝗿𝘀 𝗮𝗿𝗲 𝘁𝗵𝗲 𝗳𝘂𝘁𝘂𝗿𝗲: he expects the best accounting software of 2027 to be built by an accountant. When code is cheap, knowing the problem deeply is the only alpha In the 50 years after the printing press, Europe produced more literature than in the previous 1,000. He thinks coding is about to undergo a similar explosion of creation.

我靠，我靠, 我靠！兄弟们，我找到一个比菲律宾还便宜的订阅 20X 的地方。 Codex Pro 的 $200 月费档，GamsGo @GamsGo_Global 现在 $145.99/月。 这价格，比我在菲律宾区订阅的价位还要便宜了。 Codex、Claude、Grok 我自己都在订，这类工具用得多，看到 Pro 这档的价格，会特别留意一下。 刚看了 GamsGo 的 Codex 自营套餐：Pro-200，独享账号，1个月。 想再加一个 Codex 账号，或者准备上 Pro 的，这个价确实值得看看。 用评论区的链接下单，还可以再返 3%，相当于用U卡返现了。

2012 年：花 1 个月，用canvas写了个简单的街头霸王 2026 年：花 3 天，用 AI 做了个 3D 街头霸王，复杂代码一行都不用自己写了 🔗 试玩地址：https://street-fighter.tutti.sh/ 由于非常不擅长和没耐心做效果，主要用了这几个工具： 1. 混元 3D 建模，最开始试了下付费的 3D 建模工具（充了几十块只用了 1 次），发现混元效果更好一些，1 天 20 次免费，虽然只能去网页上用，不过让 agent 读一下网站自己的 cookie，然后直接让 agent 调就行。 2. Blender，做一些精修（实际也不知道修的怎么样，没太关注，就是让混元建模完之后修一下） codex和claude code，claude code 只有 20 美金的订阅，大部分活还是 codex 干的，偶尔也让 workbuddy 干一点 3. Tutti（我们自己开发的），主要用来协作和分享，负责建模和负责部署、音效的是另外的人，我主要写游戏逻辑，大家在同一个云端电脑环境里干活，实时协作性比较强。 全套提示词、过程都在：https://tutti.sh/share/v2/289b0c16-630d-43ae-91e0-b4a0b5932cd1?inviteType=guest&token=bjwqJx2VzR7scvtfwcBf1P_sJ3MZmQ0x7CoAPsS9HMM

This is a "Defender's gap" chart that OpenAI published recently. It shows the gap between defenders' capabilities and attackers' capabilities from a cybersecurity POV. This also translates to a gap between proprietary and open AI models. What Dario is proposing is closely related: "Thus, a key part of pacing within democracies is to keep democracies’ AI lead over autocracies as large as possible, to give us the breathing room we need in order to pace effectively." In other words, Anthropic and OpenAI want to widen the "gap" between what their AI can do and what the rest of the world can do. This doesn't necessarily mean that they will stop AI development and training. What this leads to is: - Anthropic, OpenAI, and other frontier labs will need to work together to make sure that every lab maintains alignment standards. - These labs will continue using RSI to advance their internal models with "employee-like access". - These models WON'T be released to the public until the "gap" is sufficient and until alignment standards are met. What about China? > "Distillation of frontier models allows lagging companies to narrow the gap using a fraction of the cost it would take to develop their own AI independently." > "If we execute these measures well, I believe they would slow China’s progress enough to widen America’s lead significantly over the next 3–5 years — the window when AI becomes geopolitically most important." The assumption behind these measures is simple: without being able to distill frontier models, it will take China significantly longer to close the gap with top-tier models. All the above may fay fail. China may or may not take the lead in AI progress. Yet, it's not a surprise that AI can already be used as a cybersecurity weapon. Note that the top point on the "frontier" line describes defenders' capabilities available to companies with Daybreak access and similar. However, the top point on the "open-weight" line is accessible to everyone. Even with current levels of intelligence, we will start seeing more and more major security incidents around the globe. > “Everything that makes it successful is exactly what makes it dangerous.” Monitoring 👀👀👀

In case you missed my hot take yesterday.

智能体会写代码了，工程师还剩什么？ 吴恩达老师基于 1w+ 职位分析与数十次专家访谈，用五封公开信绘出「AI 工程技能地图」，答案分四层： 构建与部署不可预测的 AI 应用、守住软件工程根基、高效驾驭编程智能体，最终上移到塑造构建：决定该做什么，并对结果负责。 https://x.com/i/article/2098560800181125120

Grok Bot has saved me at least 12 hours of social media reporting this week. Especially now that it has access to X and can do sentiment reporting, pull real time analytics, and tell me about trends on specific occasions. Combined with the ability to plug into @NotionHQ and have my team informed while I’m literally sleeping is crazy. Vs the past where I would’ve had to set alarms every few hours or wake up at 4 am to prepare an update for the company. Well done @larsencc and team Such a great experience.