苏煜 (Su Yu)

“Agent this thing I think is definitely not a new topic. It runs through the entirety of AI. From when AI first started, people were discussing the problem of agents... Stuart actually told me that although everyone thinks it's an AI book, it's essentially a book about agents. He strongly emphasizes that agent is not a new concept.”

“Raised $40M seed round in ~6 months; focused on 'specialized intelligence' and learning world models for expert agents; named after the neocortex”

“Our positioning is an Agent Research Lab. All problems related to intelligent agents — if we think it's interesting or related to ultimately solving the agent problem — we'll be interested in doing it. Short to medium term, we're focused on the keyword 'Specialization' or 'Specialized Intelligence,' not general intelligence.”

“Another representative one was called AI Engineer, claimed to be the first fully automated AI engineer. Its interesting point is that it eventually developed into a company called Lovable, which is now one of the representative companies in vibe coding.”

“Zhipu actually started on agent, especially this kind of computer use agent, quite early — the AutoGLM series. We have some connection because I've known Tang Jie (their lead researcher) for many years... we did a work together called AgentBench, which is one of the earliest agent benchmarks.”

“One has to admire Dario — Anthropic's CEO — he grasped this point very accurately. Coding is very fundamental. At least for the digital world, and I think not limited to the digital world, it is the most fundamental fabric, the most fundamental building layer. Everything can ultimately be expressed in code.”

“There's a relatively new book by Jeff Hawkins called 'A Thousand Brains of Intelligence.' It's still a fairly new theory but I think it's one of the furthest-reaching in this area. He says each cortical column is learning a world model... this world model is not limited to the physical world — it includes all language, mathematical systems, various abstract concepts humans have created.”

“Chris Manning recently did a podcast discussing this problem. My views are very close to his. He has a saying: humans and chimpanzees have such different intelligence and civilization, but not because we have sharper visual perception than chimpanzees.”

“Why are companies including OpenAI and Anthropic all adopting the so-called 'partner tier' model, recruiting so many forward-deployed engineers to be stationed at customer sites to help them build agents? This is actually a result of the problems I mentioned earlier.”

“Old Musk previously was actually very passionate about the computer use agent thing — it's one of his biggest bets. He specifically formed an org called Macrohard — the counter-translation of Microsoft — specifically to do computer use agent and replace all software, do all knowledge work... His technical route, I think he tends toward using something similar to Tesla's route — because Tesla FSD has a proven path: a relatively smaller model, vision/video-based, doing direct end-to-end modeling.”