2026 年 6 月 26 日 · 第 1 期（恢复版，全量）· 来源：follow-builders skill
今日 AI 世界呈现4 大主线：
基础设施层趋势：Cloudflare 网络已过半 bot 流量、5 年内流量或涨 1000 倍、互联网商业模式 28 年来首次面临剧变（广告失效，因为 bot 不点广告）。人才 & 公司动向：ex-One Medical + ex-Bridgewater 创始人在纽约做 AI-first 医疗（物理诊所 + AI，a16z 投资）、Anthropic Claude Code 团队 leader 公开宣传 Claude 编辑视频能力。
一句话总结：Cloudflare CEO 揭示互联网已经过半流量来自 bot，未来 5 年互联网商业模式将被彻底重塑。
背景：Cloudflare 处于全球互联网流量前端，覆盖相当大比例的全球请求。Matthew Prince 是硅谷最具影响力的基础设施公司之一的 CEO。
关键洞察：
"Agent、bot、crawler 都是同义词。区别只在于你想用褒义的（agent）还是贬义的（crawler / scraper）来描述它。"
"未来 5 年互联网商业模式会巨变，到底变成什么样还完全未知 — 这是当下最有趣的问题。"
一句话总结：Anthropic 推出 Swift package，让 Apple 开发者通过 Foundation Models framework 调 Claude — 端云混合推理范式落地。
关键内容：
AIE World Fair 演讲经验分享 — 大会结束后才发"如何预约 talk"指南（迟到但有用）。
"this is too late for AIE worlds fair but heres the how to book talks in the first place"
回复 Neon Database / Nikita Base — 提供自己的 SoundCloud（个人风格互动）。
"@neondatabase @nikitabase @ankrgyl pls find my soundcloud https://t.co/N1apWplUBd"
回看自己 3 年前的帖："btw this was 3 years ago lmao"（自嘲式回顾）。
"btw this was 3 years ago lmao"
对某个更新表示赞赏 — 具体内容需看链接。
"It's a fantastic update"
回顾 Codex App 发布（2 月 2 日）后对工程外团队采用率的显著影响。
"February 2nd was the release of the Codex App. You can see what it did to adoption outside of engineering. 👀 @ajambrosino"
Codex 在 OpenAI 内部已经"for everything"（all-purpose 化）。
"Codex for everything at OpenAI"
实战案例：让 Codex 用浏览器自主完成日本旅行的航班/酒店搜索、比价、保存文档 — 下一步直接让它预订。
"I'm planning to go to Japan (again!) in December and this time I asked Codex to use the browser to navigate Google Flights and individual hotel websites, find and save all the prices, give me the direct booking links on the dates that I want + save it all in a doc. I should just tell it to book everything next."
身份验证 100% 会进入模型访问环节（"lol this is pretty insane but I'm not surprised"）。
"lol this is pretty insane but I'm not surprised. Identity verification 100% coming to model access"
吐槽 Codex 在 iPhone 上只能用自己做的 random shortcut 直接访问（ChatGPT 太麻烦）。
"Feels pretty weird that I can only directly access Codex on mobile through this random iPhone shortcut I made. (yes I know I can use chatgpt but that takes too many taps)"
自嘲式宣传：Anthropic 的视频是 Claude 帮忙编辑的。
"this video was also edited by Claude :)"
宣布 Claude Tag 相关活动 — 与 Peter Yang @ AIE 与 @_catwu 深度对谈。
"I'll be talking more about Claude Tag with @petergyang and at AIE with @_catwu. Let me know if there's anything you'd like us to dive into more!"
预告 Replit mobile app 重大更新即将到来。
"Major updates to mobile app coming soon!"
赞赏 Next.js "Ways to fix this" 加上 "Copy prompt" 按钮的设计（"agentic 艺术"）。
"Next.js 'Ways to fix this' with 'Copy prompt' buttons is a work of (agentic) art"
分享 Vercel 如何把"设计标准"灌输给 coding agent — agent 与 design system 协同的关键。
"How we imbue coding agents with our design standards"
数据：Grok Imagine Video 在 Vercel AI Gateway 占视频生成 50% — "明显领先"。
"Grok Imagine Video has become the clear leader in @vercel AI Gateway, now amounting to ~50% of videos generated by developers 🤯"
深度长文：AI 监管远比看起来复杂 — 囚徒困境式的全球博弈。如果美国闭源审查、中国开源追赶，地缘优势会反转。
"AI regulation is far less simple than it looks. It's prisoners dilemma at insane scale..."
深度长文："de facto AI regulation" — 闭源模型可能因能力/算力门槛被政府审查已成定局。影响：发布节奏变慢、开源模型是 sovereign AI 的新基础、其他国家加速自主 AI 战略。
"We now have de facto AI regulation. It's not obvious why from here on out models that have certain levels of capability or are trained on certain compute sizes won't have to be reviewed by the government before release..."
看好 Legora — 定义性的法律 AI 创业公司。
"Legora is the defining legal AI startup"
赞赏 Jarvis-core 启动视频 meme — "最强 launch video meme"。
"Jarvis-core is the new most powerful launch video meme"
（非 AI 内容 — 政治观点，SF 民主党政治评论）
"SF lesson: You need to expose the extremist left in profound ways..."
调侃：雇 Russell Crowe 当美国国家足球队教练会是"真正的转型决策"（幽默）。
"Was truly a transformational decision to hire Russell Crowe as USMNT coach"
世界杯精彩瞬间：MetLife 球场厄瓜多尔爆冷胜德国。
"How can you not love the World Cup - MetLife loses its mind as Ecuador pulls off the upset #ECUGER"
宣传本期 podcast（与 Cloudflare Matthew Prince 对谈），Spotify / Apple / YouTube 三平台可听。
"This deep, insightful and often funny conversation with @eastdakota of @Cloudflare is also available on Spotify, Apple Podcasts and here on YouTube"
金句观点："做 audience 与做公司 不是对立而是越来越同一件事"。讲故事是创始人最重要的工作 — 因为 building 在变便宜、注意力在变贵。
"This is a big misconception. Somehow people think building an audience is antithetical to building a company. In fact, they're increasingly becoming the same thing. Storytelling (to users/customers, investors, candidates) is arguably the founder's most important job. Building is getting cheaper, attention is getting more expensive."
个人生活：每周去 Tartine Manufactory 都很开心（湾区烘焙圣地）。
"Coming to Tartine Manufactory always makes me so happy.. even though I come here practically every week"
自我介绍是该项目投资人（披露利益关系）。
"Disclosure I am also an investor"
招聘宣传：ex-One Medical / ex-Bridgewater 创始人（a16z 投资）在纽约做 AI-first 医疗（实体诊所 + AI）— 招 staff+ 工程师、产品医生、Codex-native Chief of Staff。联系 every@rungravity.com
"One of the smartest people i know, ex-One Medical, ex-Bridgewater founder backed by a16z is building a stealth NYC health-tech company. He's doing AI-first medicine with physical clinics. Hiring staff+ engineers, physicians who ship product, and a Codex-native Chief of Staff/BizOps lead. You should email him if you want to work on something like this: every@rungravity.com"
深度观点："现在做纯软件公司难如登天" — 客户要结果不要软件 → 水平 SaaS 时钟倒计时 → 需要 2-3 年的 heretical 远见。
"It is stupidly hard to start a pure software company right now. Customers don't want software, they want outcomes. So you end up having to do a lot of custom work for them. Anything horizontal is on a ticking clock. Every customer wants to deeply customize. There are opportunities. But you need to have a very heretical 2-3 year view of the world in order to build something good."