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Terafab will be built in Grimes County, Texas In April, we broke ground on our research fab on the North Campus of Giga Texas – the precursor to Terafab. Both Tesla & SpaceX will need far more chips than current & future global production can supply. This is why we're building the largest chip manufacturing facility ever, with the goal of producing over 1 terawatt of compute per year The future is built in Texas
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89% of the world never had access to global equities. Now they do, on an app they use. bStocks hit $565.9M in 7 weeks. 90%+ of users are from emerging markets, 44% are Gen Z, and for many it’s their first brokerage account. One account. 168 hrs/week.
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才发现 firecrawl 新出的这个开源的 anydoc 文件转换器非常棒:支持 Word, PowerPoint, Excel, OpenDocument, RTF, EPUB, CSV, and PDF 等等转换为 GitHub-Flavored Markdown. Rust 写的,还有 Node, Python, browser, and CLI bindings,还有skills 支持,这是文件转换的大一统了吧。 还有在线的 demo 可以用一下: 简单试了下,效果很不错。
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Codex 5.6 真的绝了 用了这么久,最值得装的插件就这几个 👇 ① Browser AI 自动操作浏览器,点击、输入、端到端测试全能干,再也不用手动验证了 ② GitHub 和 Issue、PR 打通,丢个任务给它,从编码到审核全搞定,开发流程快到飞起 ③ Codex Security 自动扫代码漏洞和密钥泄露,还能给出修复方案,省了一堆安全问题 ④ Build Web Apps 描述想法就行,设计、开发、测试一条龙,全栈项目的时间能省一半 ⑤ Figma Figma 设计直接转代码,响应式自动搞定,设计稿和代码终于能对上了 ⑥ Sentry 线上报错自动分析,帮你定位问题还给出修复代码,线上问题不再头大 但最绝的其实是「Sites」功能 开发完直接在里面预览,一键公开分享 还能用自定义域名 这意味着什么?原型秒送客户看 把这些组合起来用 Codex 就从单纯的「写代码 AI」变成了真的开发团队——设计、编码、测试、调试、上线全包
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Tomorrow will be my last day at Google after 27 years, and watching it grow from 25 people to 190,000+ has been an amazing journey. Below is a note I shared with many people internally at Google today. An excerpt is: It has been an absolute pleasure to work with you and to help build some of the most widely used and impactful products of all time. As a kid, I dreamed of helping build software that would be used by many people, and Google now has thirteen products used by more than a billion people (amazing!). Our work has had a tremendous impact in the world, and I have been lucky enough to collaborate and form friendships with many colleagues that I deeply admire, respect, and enjoy. It still brings me joy every time I see people out in the world using our products to find information, handle email, translate documents, watch videos, learn new things, navigate and understand the physical world, browse the web, use their phone, run large-scale computations on our infrastructure, ride in an autonomous vehicle, or perform complex tasks with the help of our AI systems. I hope you all share this sense of joy, because it is a shared accomplishment! Thank you to all of my colleagues at Google over many years! Now I'm excited to go start @DiscoLoopAI with my longtime friends and colleagues @Sanjay_Ghemawat, @OriolVinyalsML, and @quocleix. (Updated post: slightly redacted to not have some personal info)
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Hermes Desktop now has an in-app browser that hermes can control and is aware of @NousResearch
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这两天 Codex 额度蹬完了,一直也没等来重置,把模型换成 DeepSeek Flash V4 之后发现内置浏览器操作好像不行了。换成了 @annaxtime 他们做的 ego lite 浏览器来让 Codex 做 Browser use 之后感觉惊人的好, 甚至觉得比 Codex 自己的内置浏览器操作还快。DeepSeek Flash V4 + ego lite 感觉可以平替我在 Codex 上的日常使用了。
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感觉 Codex 渐渐有垄断趋势了,至少在 X 和海外。 虽然模型与自己Harness 框架下执行会更好。 比如kimi cli搭配K3、zcode搭配 glm5.2、grok build 搭配 grok4.5 等,Deepseek 马上也要出 agent 框架。 但 Codex 更全面,有Browser Use、Computer Use,手机编程,加上插件还能随时切三方模型。 再不济,也能通过 skill 或 cli 调。 按这个趋势发展,其他框架生存空间会越来越小。 假如你负责推广 Deepseek 的 Agent ,你会打什么点?
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Hot take… isn’t it kinda crazy that nobody is really using AI Agents? I don’t mean software engineers or AI early adopters. I mean “college friends talking about it in group chat,” the feeling you got when everyone started using Instagram or TikTok. These frontier AI models are *insane* (as are the harnesses & tool calls & the like). And every large tech co has an AI agents platform, not to mention all the YC startups doing vertical agents. Yet all of your friends and family outside of tech — who spend all day staring at their iPhones and get paid to work in browser tabs — don’t really care or find themselves using any AI agents yet. Yes ChatGPT, Claude, etc. are extremely popular… but if you look at the engagement data the vast majority of people are still using these aI chat tools like a glorified Google + Grammarly. That’s why the AGI labs are all pushing desktop apps for Codex, Cowork, etc. so hard to non-technical ppl. And yes exceptions for lawyers and customer service but even those have some asterisks and exceptions to rule. Look I’m not saying the ChatGPT moment for AI Agents is not coming… it most definitely is! Remember we pivoted from Arc to Dia precisely because we believe computing is going to be radically reimagined around these AI primitives. No doubt. But that’s my point: it’s just so surprising it hasn’t happened yet because all of the tech you’d need is there. Again if you stop for a second and think about it… for all the press and money and hype and models and crazy ARR numbers… this “AI Agent” moment does not *feel* like the other breakthrough tech moments we’ve lived through (e.g. think the shift to Stories via Snapchat & Instagram, or shift to on-demand via Uber/Airbnb/Doordash). Which is a long way of saying: if you can figure out the answer to “why” most people don’t care about AI agents yet (and have no enduring interest in using them) — especially since the models and harnesses are here and ready — the answer to that question will allow you to capture a lot of marketshare and make a lot of money in 2027. Theoretically, the tech is ready for AI Agents to totally transform how we work and live our lives… but alas the general public dgaf… that’s the generational puzzle to solve for the next 12 months for anyone not working on the models themselves.
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