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Follow builders, not influencers.

2026.05.16

25+ builders tracked

TL;DR

Steinberger called AI agents the new code review team, while Rauch said they amplify output but fundamentals still win. Dan Shipper pushed Codex-native apps over wrappers, and Swyx said Codex looked like agentic Excel.

BUILDER INSIGHTS
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01
Peter Steinberger Peter Steinberger OpenClaw

AI agents are the new code review team

He says OpenClaw is being built around a simple bet: if tokens stop mattering, software gets made by swarms of agents instead of humans doing every review. They’re already running ~100 Codex instances across PRs, security checks, issue triage, benchmark regressions, and even auto-PRs when a change fits the product vision. He also shipped clawpatch 0.1.0, which slices codebases into semantic chunks to find bugs and validate fixes.

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02
Guillermo Rauch Guillermo Rauch CEO, vercel

Agents amplify output, but fundamentals still win

He says the real edge isn’t just managing agents — it’s pairing that with deep fundamentals. That combo makes you hard to beat: agents can multiply output, but craft still decides whether the output is actually good.

He also pushed Vercel as the place where those agents can deploy safely, with SSO-protected apps and a simple `vercel`/`vc` curl flow to keep them moving inside the ecosystem.

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03
Dan Shipper Dan Shipper CEO, every

Codex-native apps beat generic AI wrappers

He says codex-native apps are the future, and the bigger point is that platform layers on top of fast-moving AI tools are a brutal place to live. In his deep-dive on building an agent-as-a-service on OpenClaw, he argues one company-wide super-agent beats a pile of individual agents — but only if someone owns making it work for everyone.

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04
Aaron Levie Aaron Levie CEO, box

AI needs vendors to stay in the loop

He says AI isn’t like normal software: the product keeps changing, the models keep changing, and customers need ongoing help to keep workflows working. That’s why forward-deployed engineering becomes a core capability for AI vendors — they can spread best practices across thousands of companies and feed the learnings back into the product. He also tosses out a blunt thesis: headless software is where this is headed.

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05
Garry Tan Garry Tan CEO, ycombinator

Anti-business taxes just hit consumers

He argues the so-called Overpaid CEO tax doesn’t touch CEOs at all — it just gets passed through to consumers and leaves cities with less revenue. He’s framing it as the same kind of self-defeating policy as California’s asset seizure tax: politically popular, economically worse.

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06
Peter Yang Peter Yang

ChatGPT Finances is useful, but still mislabels spending

He says ChatGPT Finances is pretty awesome for checking money stuff, but the transaction classification is still shaky. He also flags privacy concerns around model training and ad targeting, which is the real tradeoff lurking behind these “improve the model for everyone” toggles.

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07
Swyx Swyx dxtipshq

Codex is morphing into agentic Excel

He says Codex looks totally different from just 3 months ago — enough that it now feels like “agentic Excel on Mac.” The bigger tell: OpenAI’s team is going extreme founder mode on the product, and the roadmap hints are getting louder.

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08
Madhu Guru Madhu Guru

AI PMs must invent, not follow playbooks

They argue a whole generation of PMs is stuck because they were trained to execute frameworks, not invent new product patterns. In AI, there aren’t stable playbooks to recycle — and you won’t A/B test your way to a breakthrough product. The takeaway: PMs need to unlearn the old muscle memory and start acting like inventors.

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09
Nikunj Kothari Nikunj Kothari Partner, fpvventures

/goal looks like AGI with the right tools

He says /goal chewed through 2k+ database items, fixed product images and frontend bugs, used browser/web search for live fact-checking, and even wrote scripts for future work — all while he was out meeting founders. The takeaway: give an agent the right tooling and it starts acting less like a chatbot and more like a tireless ops engineer.

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PODCAST HIGHLIGHTS
1

LeCun bets on world models, not LLMs, for real intelligence

The Takeaway: Yann LeCun thinks LLMs are useful tools, but real intelligence will come from world models that can predict consequences and plan.

  • He’s blunt that LLMs are “great for what they do” but are not a path to human- or animal-level intelligence.
  • His contrarian bet is that predicting pixels is the wrong objective; joint-embedding methods learn better representations than generative ones.
  • He sees the biggest near-term value not in chatbots, but in industrial systems, robotics, and control problems where data efficiency matters.

LeCun, the Meta AI veteran and Turing Award winner, frames his move to start Ami as a clean break from the industry’s LLM herd mentality. His thesis is simple: language is a special case, not the destination. “What about the real world?” he asks. “Reality is way more complicated than language because it’s high dimensional, continuous, noisy, and messy.” That’s why he’s betting on JEPA-style world models—systems that learn abstract representations, anticipate outcomes, and choose actions through search rather than next-token prediction.

He argues that the core ingredients of intelligence are missing from today’s dominant architectures: the ability to predict the consequences of your actions and the ability to plan. In his view, robotics demos that look impressive are still mostly imitation learning at scale, which is brittle and data-hungry. A better system would learn fast enough that a task like driving could be mastered in hours, not millions of examples. That’s the real test.

His time at Meta sharpened the split. FAIR could explore, but once the company doubled down on catching up in LLMs, exploratory work lost priority. So he left, moved Ami to Paris, and kept the focus on “AI for the real world.” The near-term roadmap: hierarchical world models across video and industry data, then applications in manufacturing, healthcare, and control systems. The long-term pitch is even bigger: “what we’re designing are systems that are capable of thinking.”

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