System translated (Gemini)

AI Daily | Cursor Deeply Integrates Kimi K2.5, Xiaomi Releases MiMo-V2 Full-Stack Model Link to heading

Today, the AI industry shows a clear trend of shifting from a conversational paradigm to an agent paradigm. Cursor announced the integration of Moonshot’s Kimi K2.5, marking the entry of a domestic large model into the top international developer toolchain; Xiaomi released the MiMo-V2 family, challenging the performance of leading models with high cost-effectiveness. Meanwhile, Anthropic and OpenAI have further strengthened the closed-loop capabilities of AI agents in automated R&D and remote collaboration through feature updates and toolchain acquisitions, respectively.

I. Today’s Highlights Link to heading

  • Watch List: “2026.12: Please Listen to My Podcast” from Stratechery by Ben Thompson is worth prioritizing. Main content: [TO BE TRANSLATED] - (Photo by Benjamin Fanjoy/Getty Images).
  • Welcome back to This Week in Stratechery!
  • As a reminder, each week,….
  • Watch List: A total of 24 key updates were captured in the last 7 days. You can select sources (podcasts/newsletters/videos) for in-depth reading based on your needs.
  • X Hot Topic: The topic “Cursor Composer 2 Built on Moonshot’s Kimi K2.5 in Confirmed Partnership” is trending (approx. 9,000 related posts) and can serve as a starting point for understanding global AI public opinion and viewpoints.

II. AI Hot Topics on X (Based on bird) Link to heading

Topic 1: Cursor Composer 2 Built on Moonshot’s Kimi K2.5 in Confirmed Partnership Link to heading

  • Category: AI · News
  • Overview: Trending Time: 15 hours ago, Related Posts: 9,000
  • What it is: Cursor announced an official partnership with Moonshot AI. Its newly released Composer 2 feature will be powered by the Kimi K2.5 model.
  • Why it matters: This marks the recognition of a domestic large model by a top international AI development tool in the high-barrier vertical of programming, showcasing the trend of AI programming toolchains evolving towards multi-model integration and global collaboration.
  • Discussion summary: The discussion focuses on whether Kimi K2.5 can surpass Claude 3.5 Sonnet in code generation and logical reasoning, and the rarity of deep technical cooperation between Chinese and US AI companies in the current geopolitical context.

Topic 2: Iran’s New Supreme Leader Denies Attacks on Turkey and Oman in First Public Message Link to heading

  • Category: AI · Other
  • Overview: Trending Time: 1 day ago, Related Posts: 79,000
  • What it is: Iran’s new Supreme Leader issued his first public message, officially denying rumors of Iranian attacks on Turkey and Oman.
  • Why it matters: In geopolitical conflicts, AI-generated deepfakes and disinformation are often used in information warfare. This event serves as an important case study for verifying the authenticity of official information and combating automated propaganda in the AI era.
  • Discussion summary: Discussions on X focus on verifying the authenticity of the statement, the role of AI algorithms in amplifying the spread of sensitive political information, and the impact of the event on the Middle East situation and global cybersecurity.

Topic 3: Netanyahu Quotes Historian on Jesus and Genghis Khan Amid Iran War Updates Link to heading

  • Category: AI · News
  • Overview: Trending Time: 23 hours ago, Related Posts: 339,000
  • What it is: Israeli Prime Minister Netanyahu drew an analogy by quoting a historian’s views on Jesus and Genghis Khan in a speech addressing the Iran situation, sparking widespread attention on social media.
  • Why it matters: This event highlights the influence of AI-driven social media algorithms in real-time hot topic distribution and reflects the key role of AI technology in modern information warfare, public opinion monitoring, and political propaganda analysis.
  • Discussion summary: The discussion centers on the accuracy and political intent of Netanyahu’s historical analogy, concerns about further escalation in the Middle East, and how algorithms amplify such highly controversial statements.

Topic 4: Karpathy’s Autoresearch Turns Laptops into AI Research Labs Link to heading

  • Category: AI · News
  • Overview: Trending Time: , Related Posts: 66
  • What it is: Andrej Karpathy promoted the Autoresearch project, which aims to use LLM agents to achieve end-to-end automated AI scientific research on personal laptops.
  • Why it matters: The project lowers the barrier to scientific research, demonstrating the potential of AI agents to autonomously propose hypotheses, write code, and run experiments, heralding an automated transformation in the scientific research paradigm.
  • Discussion summary: The discussion focuses on the output quality of automated research, whether it will exacerbate the issue of low-quality academic papers, and the bottlenecks of local computing power in handling complex scientific tasks.

Topic 5: Solo Developers Build 24/7 AI Labs at Home with MiniMax M2.7 Link to heading

  • Category: AI · News
  • Summary: Trending since: 15 hours ago, Related posts: 853
  • What it is: Independent developers are using MiniMax M2.7-related solutions to build personal 24/7 AI labs in their homes.
  • Why it matters: This marks the decentralization of high-performance AI R&D capabilities, proving that individual developers can achieve complex model deployment and experimentation without relying on expensive cloud computing power.
  • Discussion summary: The discussion focuses on the cost-effectiveness of local computing power, the challenges of hardware maintenance in a home environment, and the impact of this “lone wolf” model on the innovation landscape of the AI industry.

Topic 6: Memecoin Traders Hunt Next Big Winner Amid Nostalgia Debate Link to heading

  • Category: AI · News
  • Summary: Trending since: , Related posts: 197
  • What it is: Memecoin traders are searching for the next big asset while debating the value of “nostalgia” versus new narratives.
  • Why it matters: This phenomenon reflects the deep involvement of AI Agents in the crypto-finance sector, showing how AI can drive market sentiment and asset liquidity by autonomously generating narratives.
  • Discussion summary: The focus is on whether the market should continue to tap into the nostalgic value of classic memes or pivot entirely to new token experiments led by AI agents, and the sustainability of this trend.

Summary of AI Public Opinion on X Today Link to heading

Today’s main narrative focuses on the paradigm shift of AI technology from cloud monopoly to personalized and specialized development. Breakthroughs by Chinese large models in international programming toolchains and the rise of automated scientific research tools have jointly fostered a technical consensus on the “decentralization of AI R&D capabilities.” However, significant disagreements persist regarding practical effectiveness. This is evident in the debate over the logical reasoning abilities of domestic models versus top international ones, and in the crypto-finance sector’s choice between AI-driven narratives and traditional sentimental value. Concurrently, the risk of low-quality academic output from automated research and the amplification of misinformation and controversial speech by AI algorithms in geopolitical conflicts pose urgent security and ethical challenges that require vigilance in the current technological evolution.

III. Influencer Insights Link to heading

Hello! I’m your AI industry analyst. Based on the activities of AI leaders on X over the past 24 hours, I have compiled this in-depth briefing for you.

Today, the AI community is showing a sense of urgency in making a “full transition from a conversational paradigm to an agent paradigm.” Whether it’s Anthropic’s remote control feature or the intensive releases from Xiaomi and OpenAI, everything points to one core idea: AI is no longer just a chatbot but a “digital employee” deeply embedded in workflows.


🚀 Claude Code Ushers in the Era of “Remote Control” Link to heading

Anthropic’s command-line tool, Claude Code, has released the Channels feature, enabling remote control of coding sessions via Telegram and Discord.

  • Core Value: Developers no longer need to be at their computers; they can direct the AI to write, test, and deploy code from their phones. @dotey believes this marks Claude’s complete transformation into an agent.
  • Technical Details: @op7418 provided a detailed breakdown of the configuration process, pointing out that it’s essentially a remote event push based on the MCP protocol. However, @Pluvio9yte warns that versions 2.1.77 and above have modified the user ID format, which requires attention when adapting relay stations.

🐉 Xiaomi’s MiMo-V2 Family: A “Surprise Attack” from a Domestic Agent Model Link to heading

Xiaomi officially launched the MiMo-V2 full-stack model family (Pro, Omni, TTS), causing a stir in the developer community.

  • Performance: The flagship model, MiMo-V2-Pro, has over 1T parameters and its agent and coding capabilities are on par with Claude 3.5 Sonnet, but at only one-fifth of the cost.
  • Industry Commentary: @dotey quoted DeepSeek’s prodigy Luo Fuli, calling it a “silent surprise attack.” Its Hybrid Attention architecture and MTP inference technology are tailor-made for the agent era.

⚖️ The “Base Model Battle” Between Cursor and Kimi Link to heading

After Cursor released Composer 2, developers discovered that it uses the Kimi K2.5 model underneath, sparking a heated debate about open-source protocols and business ethics.

  • Plot Twist: Initially, Moonshot employees publicly questioned it, but then came the official “reversal” and endorsement, confirming that Cursor was using their service legally through an authorized partner (Fireworks). @dotey noted that this reflects the blurring boundaries between base models and upper-layer applications in the current “continuous pre-training + reinforcement learning” paradigm.

🛠️ OpenAI’s Toolchain Cleanup Link to heading

OpenAI announced the acquisition of Astral (owner of star Python tools like uv and Ruff).

  • Strategic Intent: @dotey analyzed that OpenAI aims to deeply involve Codex agents in the entire “plan-modify-validate-maintain” lifecycle, rather than just generating code snippets.

2. Unique Perspectives & Industry Outlook Link to heading

🧠 The Moat is Shifting: From “Code” to “Tests” Link to heading

@ruanyf raised a warning: when AI can replicate large frameworks like Next.js at an extremely low cost (e.g., $1100), the code itself is no longer the moat. “Test cases” will become the new core of software assets, as they are the only standard for verifying the correctness of AI-generated content.

🏗️ “Harness Engineering” and Orchestrated Context Link to heading

@dotey mentioned a new concept: Orchestrated Context. Future AI R&D will no longer be about writing prompts, but about managing an Agent’s thought process through complex scaffolding (Harness). Luo Fuli (@_LuoFuli) even mandates over 100 rounds of daily conversation with Agents in her team to accelerate this paradigm shift.

📉 The “AI Paradox” in Software Stocks Link to heading

@ruanyf observed the phenomenon of AI stocks soaring while traditional software stocks decline. He believes AI is reshaping software development costs, shaking the market’s valuation logic for traditional software companies. Meanwhile, @lijigang warns that while productivity is amplified, “value capture” may be consolidated by upstream model providers, squeezing the profit margins of downstream developers.

🛡️ Academic Integrity’s “AI Honeypot” Link to heading

ICML 2026 successfully caught over 500 reviewers who used AI to write their opinions by embedding “honey-pot prompts” in paper PDFs. @dotey believes this “using AI to fight AI” approach will become the mainstream for content authenticity verification in the future.


🔧 Developer Tools Link to heading

  • Claude Code Channels: Official remote control plugin, supports Telegram/Discord.
  • OpenClaw (Lobster): An Agent framework developed by Zhixian (@zhixianio). The official Lark (Feishu) plugin was updated today, supporting streaming output and an extremely smooth installation process.
  • uv / Ruff: The high-speed Python toolchain acquired by OpenAI, a must-have for Python development.
  • gstack: An open-source toolset from the YC CEO that can turn Claude Code into a development team with process control (Think-Plan-Build-Review).

🎨 Creativity & Design Link to heading

  • Midjourney V8: Officially released, with a 5x increase in generation speed, support for direct 2K output, and significantly enhanced text rendering capabilities. @op7418 has completed initial tests.
  • Google Stitch: A new benchmark for AI-generated UI, introducing the DESIGN.md specification. @AI_Jasonyu believes it will replace 80% of junior UI designers.
  • LibTV: An AI video creation platform that supports Agents in automatically producing video scripts and final cuts via API.

📊 Productivity & Analytics Link to heading

  • ValueCell AI: A real-time investment research and analysis tool for US/A-share stocks, supporting strategy backtesting and automatic report generation.
  • aily (Lark): The built-in AI assistant in Lark, supporting one-click summarization of group chats, and generation of daily reports and PPTs.
  • AdsPower: A fingerprint browser recommended by @AI_Jasonyu for “remote account collaboration” among teams, allowing shared login environments without sharing passwords.

Analyst’s Take: Today’s developments show the AI industry is making the perilous leap from “toys” to “tools.” “Skills” are replacing “Apps” as the new ecological unit. As @dotey says, an Agent is like an operating system; without Skills, it can do nothing. For practitioners, the core competency is no longer writing code, but the “ability to orchestrate Agents.”

IV. Watch List Update Summary Link to heading

Timeframe: Last 7 days; Coverage: 16 sources; Total: 24 updates

a16z Podcast (A_full) Link to heading

  • OpenClaw: Why the Internet Isn’t Built for AI Agents

  • Publication Time: 2026-03-19 18:00 Beijing Time

  • Summary: Yoko Li, Guido Appenzeller, and Joel de la Garza discuss OpenClaw, the open source personal AI assistant that’s forcing a rethink of how identity, permissions, and security work on the internet.

    • They cover why setting up Gmail integration took seven hours, what happens when an agent asks for domain-wide access to every email in your company, and why consumer websites like DoorDash and Amazon have no incentive to make their services agent-friendly.
    • Resources: Follow Yoko Li on X: Follow Guido Appenzeller on X: Follow Joel de la Garza on LinkedIn: Check out everything a16z is doing with artificial intelligence here , including articles, projects, and more podcasts.
    • Please note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund.
    • a16z and its affiliates may maintain investments in the companies discussed.
  • Key Takeaways:

    • Yoko Li, Guido Appenzeller, and Joel de la Garza discuss OpenClaw, the open source personal AI assistant that’s forcing a rethink of how identity, permission…
    • They cover why setting up Gmail integration took seven hours, what happens when an agent asks for domain-wide access to every email in your company, and why con…
    • Resources:
    • Follow Yoko Li on X:  https://twitter.com/stuffyokodraws
  • What’s Missing Between LLMs and AGI - Vishal Misra & Martin Casado

  • Publication Time: 2026-03-17 19:05 Beijing Time

  • Summary: Vishal Misra returns to explain his latest research on how LLMs actually work under the hood.

  • He walks through experiments showing that transformers update their predictions in a precise, mathematically predictable way as they process new information, explains why this still doesn’t mean they’re conscious, and describes what’s actually required for AGI: the ability to keep learning after training and the move from pattern matching to understanding cause and effect.

  • Resources: Follow Vishal Misra on X: Follow Martin Casado on X: Check out everything a16z is doing with artificial intelligence here , including articles, projects, and more podcasts.

  • Please note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund.

  • a16z and its affiliates may maintain investments in the companies discussed.

  • EN Key Points:

    • Vishal Misra returns to explain his latest research on how LLMs actually work under the hood
    • He walks through experiments showing that transformers update their predictions in a precise, mathematically predictable way as they process new information, ex…
    • Resources:
    • Follow Vishal Misra on X: https://x.com/vishalmisra

Y Combinator Podcast (B_intro+search) Link to heading

  • Inside The Startup Reinventing America’s Trillion Dollar Chemical Industry

    • Published: 2026-03-20 23:00 Beijing Time
    • Summary: [To be translated] - You’ve probably already heard all about OpenClaw (formerly Clawdbot/Moltbot).
      • The viral sensation is an open-source AI assistant that runs on your own device, connects with messaging apps you already use, and goes beyond chat to actually execute tasks like managing your email, calendars, files, workflows, and more.
      • Now meet the man behind it.
  • YC’s Raphael Schaad sat down with Peter Steinberger, the creator of OpenClaw, to discuss the “aha” moment behind the viral personal AI agent, why local-first agents could replace many of today’s apps, and how personal agents will reshape the future of software.

    • EN Highlights:
      • Solugen is reinventing the trillion-dollar chemical manufacturing industry by combining biology and chemistry in a new way
      • In this episode of Hard Tech, YC’s Jared Friedman visits co-founders Gaurab Chakrabarti and Sean Hunt at their Houston HQ to see how they went from a $7,000 PVC…
      • They cover the breakthrough behind their enzymatic + catalytic production, how they found their first customers, and why starting small and staying close to cus…
  • Building A Global AI Startup From India

    • Published: 2026-03-16 22:00 Beijing Time
    • Summary: [To be translated] - You’ve probably already heard all about OpenClaw (formerly Clawdbot/Moltbot).
      • The viral sensation is an open-source AI assistant that runs on your own device, connects with messaging apps you already use, and goes beyond chat to actually execute tasks like managing your email, calendars, files, workflows, and more.
      • Now meet the man behind it.
      • YC’s Raphael Schaad sat down with Peter Steinberger, the creator of OpenClaw, to discuss the “aha” moment behind the viral personal AI agent, why local-first agents could replace many of today’s apps, and how personal agents will reshape the future of software.
    • EN Highlights:
      • In this episode of The Lightcone, we talk with Mukund and Madhav Jha, the founders of Emergent - an AI platform that lets anyone build and ship production-re…
      • In just eight months, users have created more than 7 million apps on Emergent, with the number doubling in just the last 45 days
      • We discuss how they built one of the most powerful AI coding agents, why they focused on non-technical users and what it’s like building in India for a global a…
      • 01:18 - Founder Backstory 02:09 - From AI Testing to General Coding Agents 02:52 - Getting Ahead of the Market 04:18 - The Pivot to Non…

All-In Podcast (A_full) Link to heading

  • Jensen Huang LIVE: Nvidia’s Future, Physical AI, Rise of the Agent, Inference Explosion, AI PR Crisis

    • Release Time: 2026-03-20 04:42 Beijing Time
    • Abstract: [To be translated] - (0:00) Jensen Huang joins the show.
      • (0:26) Acquiring Groq and the inference explosion (8:53) Decision making at the world’s most valuable company (10:47) Physical AI’s $50T m….
      • This piece from All-In Podcast explains how Jensen Huang LIVE: Nvidia’s Future, Physical AI, Rise of the Agent, Inference Explosion, AI PR Crisis shapes the broader AI and infrastructure landscape.
    • EN Key Points:
      • (0:00) Jensen Huang joins the show
      • (0:26) Acquiring Groq and the inference explosion (8:53) Decision making at the world’s most valuable company (10:47) Physical AI’s $50T m…
  • John Fetterman: The Rogue Democrat Who Broke Party Ranks

    • Release Time: 2026-03-18 19:35 Beijing Time
    • Abstract: [To be translated] - (0:00) David Friedberg welcomes Senator John Fetterman; SAVE Act thoughts (1:08) The broken Democratic Party: TDS, what he stands for, why the party c….
      • Fetterman: Follow the besties: http….
      • This piece from All-In Podcast explains how John Fetterman: The Rogue Democrat Who Broke Party Ranks shapes the broader AI and infrastructure landscape.
    • EN Key Points:
      • (0:00) David Friedberg welcomes Senator John Fetterman; SAVE Act thoughts (1:08) The broken Democratic Party: TDS, what he stands for, why the party c…
      • Fetterman: https://x.com/SenFettermanPA Follow the besties: http…
  • Travis Kalanick & Michael Dell Live from Austin, Texas

    • Release Time: 2026-03-17 12:11 Beijing Time
    • Abstract: [To be translated] - Discover what executives are saying about AI transformation in the latest AI Pulse Survey.
  • Forge Global: We’re proud to highlight our partners at Forge Global, who are helping the world’s most innovative private companies and their teams gain #liquidcourage on their terms.

  • Learn more here: De’Longhi Athena Polymarket (0:00) Travis Kalanick: Officially exiting stealth mode, what he’s been working on (5:52) How to automate the physical world, markets to go after (11:00) Return to self-driving: Tesla, Waymo, and the autonomous race (16:17) Leaving Los Angeles for Austin, the decline of truth and justice in California (25:51) Actuators, robot hands, “Capital as a weapon,” Middle East SWF impacted by Iran War (36:00) Michael Dell: Dorm room to $140B in annual revenue, why Texas attracts founders (43:46) Dell’s $50B AI infrastructure bet (1:03:50) Invest America: Michael Dell’s $6.25B gift - A 401k from birth for 25M kids This podcast was recorded LIVE at Arena Hall in Austin, Texas.

  • Learn more here: De’Longhi Athena Polymarket (0:00) Travis Kalanick: Officially exiting stealth mode, what he’s been working on (5:52) How to automate the physical world, markets to go after … : EY: Austin vibes meet AI innovation Thanks to EY for co‑hosting with us at #SXSW.

  • <a href="… Travis Kalanick & Michael Dell Live from Austin, Texas.

    • EN Highlights:
      • (0:00) Travis Kalanick: Officially exiting stealth mode, what he’s been working on (5:52) How to automate the physical world, markets to go after …
      • : EY: Austin vibes meet AI innovation
      • Thanks to EY for co‑hosting with us at #SXSW. Discover what executives are saying about AI transformation in the latest AI Pulse Survey. <a href="…

Lenny’s Podcast (A_full) Link to heading

  • How I built LennyRPG

    • Published: 2026-03-18 23:27 Beijing time
    • Summary: [Pending translation] - <a class=“image-link image2 is-viewable-img” href=".
      • ,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fe90c516a-b472-47b3-8570-b7581df49571_3016x3016.p….
  • ,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fe90c516a-b472-47b3-8570-b7581df49….

    • In this episode, Ben walks through the exact six-step workflow he used to go from sketch to shipped game, including the tools, prompts, and decisions at every s….
    • EN Highlights:
      • <a class=“image-link image2 is-viewable-img” href=“https://substackcdn.com/image/fetch/$s_
      • ,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fe90c516a-b472-47b3-8570-b7581df49571_3016x3016.p…
      • ,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fe90c516a-b472-47b3-8570-b7581df49…
      • In this episode, Ben walks through the exact six-step workflow he used to go from sketch to shipped game, including the tools, prompts, and decisions at every s…
  • How I built LennyRPG

    • Published: 2026-03-17 20:46 Beijing Time
    • Summary: - 👋 Each week, I answer reader questions about building product, driving growth, and accelerating your career.
      • A few months ago, I shared all of my podcast transcripts on socials on a whim, and holy sh*t, y’all found such incredibly creative ways to use this data: parenting wisdom rooted in PM advice , user research scripts , antimemes , an infographic for every episode , a “Learn from Lenny” Twitter bot , and at least 50 other amazing projects.
      • But my favorite project of all was by Ben Shih , a non-technical product designer at Miro, who created LennyRPG .
      • I asked Ben to share the step-by-step journey behind this wildly fun, video-game-inspired project—how he built it and what he learned.
      • To let a thousand more flowers bloom, today I’m releasing my entire newsletter archive (and my podcast transcripts) in AI-friendly Markdown files.
    • EN Highlights:
  • 👋 Each week, I answer reader questions about building product, driving growth, and accelerating your career

  • For more: Lenny’s Podcast | Lennybot | <a href=“https://www…

  • via=lenny”>public speaking course , and interview prep copilot <a class…

  • “> Subscribe now P.S

  • 🎙️ This week on How I AI: From Figma to Claude Code and back & From journalist to iOS developer

    • Published: 2026-03-16 23:03 Beijing Time
    • Summary: [Awaiting Translation]- From Figma to Claude Code and back Brought to you by Optimizely —Your AI agent orchestration platform for marketing and digital teams Gui Seiz (designer) and Alex Kern (engineer) from Figma show how to pull a live interface from production, staging, or localhost into Figma, turn it into editable design frames, explore variations collaboratively, and push changes back into code using Claude Code and MCPs—creating a continuous design ↔ code loop.
      • Listen now on YouTube | Spotify | Apple Podcasts Biggest takeaways: - The design handoff is dead—replaced by continuous sync.
      • Instead of designers creating comprehensive design packages with every state documented, AI enables bidirectional flow between Figma and code.
      • Pull production code into Figma to see what actually exists, make changes in Figma, then push those changes directly back to code.
        • Direct manipulation still beats prompting for precision.
    • EN Highlights:
      • <a class=“image-link image2” href=“https://substackcdn.com/image/fetch/$s_
      • ,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F361d81ef-7faf-4d8e-8028-5d5e03432a9a_2329x551.pn…
      • ,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F361d81ef-7faf-4d8e-8028-5d5e03432…
  • ,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F62879f2b-76f1-4b6e-bc88-eceb5c0f1250_1600x114.pn…

  • From journalist to iOS developer: How LinkedIn’s editor builds with Claude Code | Daniel Roth

    • Published: 2026-03-16 20:04 Beijing Time
    • Summary: Daniel Roth, editor in chief at LinkedIn, went from business writer to iOS app developer, without ever learning how to code.
      • Using Claude Code, Daniel built and shipped multiple production-ready iOS apps to the App Store, including Commutely, a personalized train-tracking app for New York commuters.
      • Listen or watch on YouTube , Spotify , or Apple Podcasts What you’ll learn: - How to set up a dual-agent Claude Code system (builder + reviewer) - Why being a “picky customer” is the right mindset for non-technical builders - How Daniel prioritizes features using AI-ranked impact vs.
      • build time - Why saving everything as Markdown files creates long-term context - The importance of branch-based development—even when AI writes the code - How Daniel ships to the App Store without formal engineering experience - His end-of-day “What did I drop the ball on?” Copilot workflow Brought to you by: WorkOS —Make your app enterprise-ready today Vanta —Automate compliance and simplify security In this episode, we cover: ( 00:00 ) Introduction to Daniel Roth ( 02:46 ) Daniel’s AI development workflow overview ( 05:56 ) Using Claude to prioritize feature ideas ( 08:58 ) Building vs.
  • marketing ( 09:47 ) Creating a retention plan for his app ( 10:38 ) Introducing Bob the Builder and Ray the Reviewer ( 13:50 ) How Bob and Ray work together to build features ( 14:37 ) Why Daniel focuses on learning the process ( 16:34 ) The importance of using branches for development ( 17:39 ) Managing AI agents like managing a team ( 21:12 ) Navigating the App Store ( 23:06 ) Being a “picky customer” rather than a PM ( 25:00 ) Testing in Xcode and shipping to the App Store ( 28:14 ) Quick recap ( 30:00 ) Creating terminal aliases with Claude ( 31:38 ) Demo of his Commutely app ( 32:10 ) Using Copilot to manage work responsibilities ( 35:05 ) How Daniel talks to AI without personifying it Tools referenced: • Claude: • Claude Code: • Cursor: • Xcode: • Canva: • Microsoft Copilot: • Terminal: • Obsidian: Other reference: • Commutely (iOS app): Where to find Daniel Roth: LinkedIn: Newsletter: Where to find Claire Vo: ChatPRD: Website: LinkedIn: X: Production and marketing by .

    • EN Highlights:
      • Daniel Roth , editor in chief at LinkedIn, went fr…
      • Using Claude Code, Daniel built and shipped multiple production-ready iOS apps to the App Store, including Commutely, a personalized train-tracking app for New…
      • i=1000755560615”>Apple Podcasts What you’ll learn:
  • How to set up a dual-agent Claude Code system (builder + revie…

    • build time
  • Why saving everything as Markdown files creates long-term context

  • The importance of branch-based development—even…

  • The tactical playbook for getting 20-40% more comp (without sounding greedy) | Jacob Warwick (Executive Negotiator)

    • Published: 2026-03-15 20:31 Beijing Time
    • Abstract: [To be translated] - Jacob Warwick is an executive negotiation coach who helps senior operators negotiate better salary, equity, titles, and severance packages.
  • He has worked with leaders across tech and Hollywood, was previously a founder and CEO himself, and has helped clients secure millions in additional compensation.

  • His approach focuses on collaboration over confrontation, understanding motivations, and treating job searches like enterprise sales processes.

  • Why a simple “What’s the chance there’s a little more here?” often unlocks a 20% bump 2.

  • Why Jacob sees 40% average movement when negotiations are run well 3.

  • EN Key Points:

    • Jacob Warwick is an executive negotiation coach who helps senior operators negotiate better salary, equity, titles, and severance packages
    • He has worked with leaders across tech and Hollywood, was previously a founder and CEO himself, and has helped clients secure millions in additional compensatio…
    • His approach focuses on collaboration over confrontation, understanding motivations, and treating job searches like enterprise sales processes.

<st…

  • Why a simple “What’s the chance there’s a little more here

Stratechery by Ben Thompson (A_full) Link to heading

  • 2026.12: Please Listen to My Podcast

    • Published: 2026-03-21 01:00 Beijing Time
    • Summary: [Translation pending] - (Photo by Benjamin Fanjoy/Getty Images).
      • Welcome back to This Week in Stratechery!
      • As a reminder, each week, every Friday, we’re sending out this overview of content in the Stratechery bundle; highlighted links are free for everyone.
      • Additionally, you have complete control over what we send to you.
      • On that note, here were a few of our favorites this week.
    • EN Key Points:
      • <img alt=”” class=“wp-image-18592” height=“1133” src=“https://i0.wp.com/stratechery.com/wp-content/uploads/2
      • resize=1700%2C1133&ssl=1” width=“1700” /> (Photo by Benjamin Fanjoy/Getty Images)
      • Welcome back to This Week in Stratechery
      • As a reminder, each week, every Friday, we’re sending out this overview of content in the Stratechery bundle; hig…
  • Spring Break

    • Date: 2026-03-19 18:00 Beijing Time
    • Summary: [NEEDS TRANSLATION] - Stratechery is on a bit of a disjointed Spring Break, as my usual week off will be spread out:.
        • There will be no Update on Thursday, March 19.
        • There will be no Update on Monday and Tuesday, March 23–24; there will be an Update and Interview on Wednesday and Thursday, March 25–26.
        • There will be no Update on Monday, March 30.
      • All other Stratechery Plus content, including my podcasts, will stay on schedule.
    • EN Highlights:
      • Stratechery is on a bit of a disjointed Spring Break, as my usual week off will be spread out:
        • There will be no Update on Thursday, March 19
        • There will be no Update on Monday and Tuesday, March 23–24; there will be an Update and Interview on Wednesday and Thursday, March 25–26
  • Jensen Huang and Andy Grove, Groq LPUs and Vera CPUs, Hotel California

    • Date: 2026-03-18 18:00 Beijing Time
    • Summary: [NEEDS TRANSLATION] - GTC 2026 marked an important inflection point for Nvidia, as the company is selling multiple architectures, instead of focusing on just one GPU.
      • The motivation is serve all needs and keep all customers.
      • GTC 2026 marked an important inflection point for Nvidia, as the company is selling multiple architectures, instead of focusing on just one GPU The motivation is serve all needs and keep all customers.
      • Jensen Huang and Andy Grove, Groq LPUs and Vera CPUs, Hotel California.
    • EN Highlights:
      • GTC 2026 marked an important inflection point for Nvidia, as the company is selling multiple architectures, instead of focusing on just one GPU
      • The motivation is serve all needs and keep all customers.
  • An Interview with Nvidia CEO Jensen Huang About Accelerated Computing

    • Date: 2026-03-17 18:00 Beijing Time
  • Abstract: [To be translated]- Listen to this post: Good morning, This week’s Stratechery Interview is running early this week, as I had the chance to speak in person with Nvidia CEO Jensen Huang at the conclusion of his GTC 2026 keynote , which took place yesterday in San Jose .

    • I have spoken to Huang four times previously, in May 2025 , March 2023 , September 2022 , and March 2022 .
    • In this interview we talk about a keynote that came across like a bit of a history lesson, and what that says about a company that still feels small even as it’s the most valuable in the world, as well as what has changed in AI over the last year.
    • Then we discuss a number of announcements that might feel like a change in approach (although Huang disagrees), including Nvidia’s burgeoning CPU business and the Groq acquisition.
    • Finally we discuss scarcity in the AI stack and how that affects Nvidia, the China question, and Huang’s frustration with doomers and their influence in Washington.
    • EN Highlights:
      • Listen to this post:
  • Agents Over Bubbles

    • Published: 2026-03-16 18:00 Beijing Time
    • Abstract: [To be translated]- Listen to this post : Log in to listen There is a weird paradox in terms of AI prognostication: on one hand, you don’t want to be the one to completely dismiss the most terrifying doomsday scenarios; who wants to be found out to be foolishly optimistic?
      • At the same time, there is also pressure to give credence to the possibility that we are in a bubble, and all of this hype and spending is going to go belly up.
      • While I have argued against the former , I have very much been on board with the latter, making the case that bubbles can be good .
      • Sitting here in March 2026, however, on the morning of Nvidia’s GTC, I’ve come to a different conclusion: I don’t think we’re in a bubble (which, paradoxically, maybe is the truest evidence we are).
  • LLM Paradigms Over the last couple of weeks, first in the context of Nvidia’s earnings , and then last week in the context of Oracle’s , I’ve talked about three LLM inflection points.

    • EN Summary:
      • OpenAI Blog (A_full) Link to heading
        • How we monitor internal coding agents for misalignment

          • Published: 2026-03-19 18:00 Beijing Time
          • Summary: [Translation needed] - AI systems are beginning to act with greater autonomy in real-world environments at scale.
            • As their capabilities advance, they are able to take on increasingly complex, high-impact tasks and interact with tools, systems, and workflows in ways that resemble human collaborators.
            • A core part of OpenAI’s mission is helping the world navigate this transition to AGI responsibly.
            • That means not only building highly capable systems, but also developing the methods, infrastructure, and approaches needed to deploy and manage them safely as their capabilities continue to grow.
            • Monitoring internally deployed agents is one of the key ways we’re doing this, and it allows us both to learn from real-world usage and to identify and mitigate emerging risks.
          • EN Summary:
            • How OpenAI uses chain-of-thought monitoring to study misalignment in internal coding agents—analyzing real-world deployments to detect risks and strengthen AI s…
        • OpenAI to acquire Astral

          • Published: 2026-03-19 08:00 Beijing Time
          • Summary: [Translation needed] - Accelerates Codex growth to power the next generation of Python developer tools.
            • Astral has built some of the most widely used open source Python tools, helping developers move faster with modern tooling like uv, Ruff, and ty.
            • These tools power millions of developer workflows and have become part of the foundation of modern Python development.
        • As part of our developer-first philosophy, after closing OpenAI plans to support Astral’s open source products.

        • By bringing Astral’s tooling and engineering expertise to OpenAI, we will accelerate our work on Codex and expand what AI can do across the software development lifecycle.

        • EN Highlights:

          • Accelerates Codex growth to power the next generation of Python developer tools
        • OpenAI Japan announces Japan Teen Safety Blueprint to put teen safety first

          • Release Time: 2026-03-17 18:00 Beijing Time
          • Abstract: [Translation Pending] - OpenAI Japan announces the Japan Teen Safety Blueprint, introducing stronger age protections, parental controls, and well-being safeguards for teens using gener….
            • This piece from OpenAI Blog explains how OpenAI Japan announces Japan Teen Safety Blueprint to put teen safety first shapes the broader AI and infrastructure landscape.
            • It also surfaces practical implications for founders, operators, and investors following OpenAI Japan announces Japan Teen Safety Blueprint to put teen safety first.
          • EN Highlights:
            • OpenAI Japan announces the Japan Teen Safety Blueprint, introducing stronger age protections, parental controls, and well-being safeguards for teens using gener…
        • Introducing GPT-5.4 mini and nano

          • Release Time: 2026-03-17 18:00 Beijing Time
          • Abstract: [Translation Pending] - GPT-5.4 mini and nano are smaller, faster versions of GPT-5.4 optimized for coding, tool use, multimodal reasoning, and high-volume API and sub-agent workloads.
            • This piece from OpenAI Blog explains how Introducing GPT-5.4 mini and nano shapes the broader AI and infrastructure landscape.
            • It also surfaces practical implications for founders, operators, and investors following Introducing GPT-5.4 mini and nano.
          • EN Highlights:
            • GPT-5.4 mini and nano are smaller, faster versions of GPT-5.4 optimized for coding, tool use, multimodal reasoning, and high-volume API and sub-agent workloads.
        • Equipping workers with insights about compensation

          • Published: 2026-03-17 08:00 Beijing Time
          • Summary: [Translation Pending] - New research shows Americans send nearly 3 million daily messages to ChatGPT asking about compensation and earnings, helping close the wage information gap.
            • This piece from OpenAI Blog explains how Equipping workers with insights about compensation shapes the broader AI and infrastructure landscape.
            • It also surfaces practical implications for founders, operators, and investors following Equipping workers with insights about compensation.
          • EN Key Points:
            • New research shows Americans send nearly 3 million daily messages to ChatGPT asking about compensation and earnings, helping close the wage information gap.
        • Why Codex Security Doesn’t Include a SAST Report

          • Published: 2026-03-16 08:00 Beijing Time
          • Summary: [Translation Pending] - A deep dive into why Codex Security doesn’t rely on traditional SAST, instead using AI-driven constraint reasoning and validation to find real vulnerabilities w….
            • This piece from OpenAI Blog explains how Why Codex Security Doesn’t Include a SAST Report shapes the broader AI and infrastructure landscape.
            • It also surfaces practical implications for founders, operators, and investors following Why Codex Security Doesn’t Include a SAST Report.
          • EN Key Points:
            • A deep dive into why Codex Security doesn’t rely on traditional SAST, instead using AI-driven constraint reasoning and validation to find real vulnerabilities w…

        Google DeepMind Blog (A_full) Link to heading

        • Measuring progress toward AGI: A cognitive framework
          • Published: 2026-03-18 00:03 Beijing Time
          • Summary: [Translation Pending] - We’re introducing a framework to measure progress toward AGI, and launching a Kaggle hackathon to build the relevant evaluations.
            • This piece from Google DeepMind Blog explains how Measuring progress toward AGI: A cognitive framework shapes the broader AI and infrastructure landscape.
        • It also surfaces practical implications for founders, operators, and investors following Measuring progress toward AGI: A cognitive framework.
        • EN Key points:
          • We’re introducing a framework to measure progress toward AGI, and launching a Kaggle hackathon to build the relevant evaluations.