刘江/LIU Jiang

Exploring AGI. Co-Founder of Turing Company. ex Meituan, BAAI, CSDN. 图灵联合创始人。曾任：北京智源人工智能研究院副院长，CSDN&《程序员》杂志总编，美团技术学院院长。

[刘江/LIU Jiang @turingbook]

Anthropic收购了一家AI制药一人公司。有意思的是，唯一的创始人Cody Tranbarger并不是那种典型的科研、技术背景，之前主要是运营、商务、创投岗位。时代真是变了。 https://t.co/0CUEtI9erZ 他在Twitter上很活跃（之前一直匿名）。

[Professor Oak @Prof_Oak_]

Surprise 1: Anthropic acquired a one-person biotech
.
.
.
Surprise 2: that person is me
Surprise 3: I’m here to tell you all about it

Yes, this is what you think it is; after 6 yrs of increasingly loose anonymity: the Professor Oak reveal post

…and yes, it has gotten so boring around here that I’m literally doxxing myself to spice up the timeline

-------
Ok, allow me to introduce myself. My name is Cody Tranbarger. I mostly tweet, but occasionally find time to dabble in drug dev & starting/building biotechs. My past lives span the VC, crossover, startup continuum; Prof Oak has been my way of keeping a digital foot in those worlds, despite having my physical feet planted elsewhere.

The past 18 mo, ‘elsewhere’ was Mithril Medicine, a co. I founded to develop bsAbs for LAMA2-CMD & other ECM-related genetic diseases.

Mithril was born out of hands-on building with @MikeNGladstone, @JasonPaulRhodes, @LifeSciVC, & team @atlasventure. Somehow, I made enough half-decent calls along the way (even a broken clock is right twice a day, eh?) to convince them Mithril/I warranted a small seed. While I can hardly rationalize such an outrageously cavalier bet, I’m grateful for it, & I'd partner with Atlas again in a heartbeat.

In typical AV fashion, Mithril’s primordial form was virtual, decentralized, & ultra-lean. This stage tends to be short-lived, but for Mithril, it worked surprisingly well, for surprisingly long, thanks in part to the rapid maturation of the AI tools I used liberally.

Eventually, Mithril became a bit of an experiment itself - to find the upper bound of how far it could scale as a single operator + a bunch of Claude (+ a stellar bench of part-time consultants).

In parallel, I started spending time with @nc_frey, @an1lam, & @CoefficientBio team; and promptly experienced, for the 1st time, AI at the frontier. Soon thereafter, Mithril stopped looking like an experiment, & started looking like a preview of an entirely new operating model.

From that spark came “Pipeline-in-a-Person.” The idea immediately resonated when we shared it here back in April; and it was central to the shared vision that led to Anthropic’s acquisition of Mithril, & my joining the team.

Why join Anthropic? Three reasons.
(1) For Mithril, the programs continue, with more resources & infrastructure behind them, and as much Claude as I can put to work.

(2) For me, the chance to start several more programs, & find out how many one person can actually run in parallel - an almost unprecedented luxury for a curious drug hunter.

(3) For our mission, a path to institutionalize & scale this new way of working, then put it in the hands of all of biopharma, all over the world - which, candidly, I find the most energizing.

Will AI x Bio cure diseases? Unequivocally yes, imo… but not by the route that gets the most airtime. Rather than timeline acceleration & compression, I see orchestration & parallelization as today's low-hanging fruit.

Most drug hunters see a handful of go/no-go calls in a career, & spend entirely too much of the rest trading emails (my inbox can attest).

Give them the bandwidth to run several programs at once, and the time to focus on scientific judgment, and I’m willing to bet they’ll make better calls. And at scale, better calls translate to more drugs, higher hit rates, broader patient impact, & likely, a disease or 10 or 100 cured. I couldn't be more excited to build toward that future @AnthropicAI.

Finally, a heartfelt thank you to BioTwitter/X. The end of anonymity is bittersweet, but if anyone’s earned a proper introduction, you all have.

It’s difficult to overstate how much this app has done for me: a decade of education, plenty of friends, many job opportunities, several mentors, a few investors, even a co-founder (fmr). It was the generosity of this community that inspired me to start posting 6 years ago, after just as many years lurking. I hope I’ve been able to pay it forward, in my own small way.

But, to be clear, Prof Oak isn’t going anywhere. Same beat, same themes, and now, a front-row seat to drug development at the frontier. Stay tuned for dispatches from the trenches; and remember...

Gotta Cure 'Em All

[刘江/LIU Jiang @turingbook]

@myanTokenGeek @joyliumacro 要相信人的欲望是无穷的哈哈

[刘江/LIU Jiang @turingbook]

厉害了，又一位文科转大模型核心技术的成功案例。本科上海外国语大学��语专业，硕博在牛津读的NLP。

[Fangru Lin @FangruLin99]

I have started a full time Research Scientist position to work on Gemini Large Scale Pretraining at @GoogleDeepMind! I’m based in London and super excited to catch up with old friends and meet new friends!

[刘江/LIU Jiang @turingbook]

@myanTokenGeek @joyliumacro 看的人很多啊。AI短剧在几个月内已经成为几百亿的产业，超过百年的电影业了。红果短剧App用户时长也超过了抖音、微信，跃居第一。

[刘江/LIU Jiang @turingbook]

@yangpigui 现在出版业受渠道、需求冲击非��大，百年未有之大变局😅

[刘江/LIU Jiang @turingbook]

Anthropic平台研发负责人Katelyn Lesse的文章，谈智能体时代，工程师不要觉得没事儿可做了，还有很多需要解决的问题：
-智能体基础设施，类似传统软件中k8s，包括新的文件系统、���箱服务、Agent Substrate这样的运行时。
-智能体的身份验证与授权。问题可能很复杂：什么时候是智能体自己，什么时候它在代表人类？
-安全与隔离。漏洞的发现比修补速度快，智能体本身也存在安全问题，在多智能体环境中更为严峻。
-监控与停机。确保智能体在干好事儿，如果不及时发现并停止。

[Katelyn Lesse @katelyn_lesse]

software engineers are going to have to tackle a new set of problems to unlock powerful multiagent systems to solve the world's hardest problems - right now is one of the most interesting moments in history to be an engineer. https://t.co/YsQ0xta4KR

[刘江/LIU Jiang @turingbook]

@sahilypatel @grok What book is this excerpt from?

[刘江/LIU Jiang @turingbook]

@FMackenzie7 @dongxi_nlp 啃这书对非数学专业还是有点难度的

[刘江/LIU Jiang @turingbook]

2和3的中文版，图灵都要出啦

[Dongxi 东锡 NLP @dongxi_nlp]

AI 时代，年轻人应该怎么办？很简单，几个关键词：

1. Stranford CS336
2. Sebastian Raschka: Build a Reasoning Model
3. Nathan Lambert: Reinforcement Learning from Human Feedback
4. 谭成义三分化

[刘江/LIU Jiang @turingbook]

DeepSeek在英国改名DSeek了，因为商标被抢？

[刘江/LIU Jiang @turingbook]

硅谷圈也在说GPU租赁价涨得猛，提前���算力、转售算力是好生意呢。最后老黄才是大Boss https://t.co/ShwNZDQdKw

[alexzuo🫡 @alexzuo4]

国内调研了一圈，基本结论：1）中美顶尖大模型的差距在扩大。2）为了追上差距，ROI最大的方式只能是买卡和蒸馏。3）8卡B300在美国卖400万人民币，走私到中国的价格从1400万涨到1500万、1800万，而且说有货的基本都是骗子。4）B300是新时代的土地证。只要有机器，地方政府、大模型公司、接盘��上市公司都求着给你借钱。5）产业链内的从业者都极其乐观，每个人都像极了17���ICO的投资者，把身边能借的钱都借光。6）所有资源都缺，乌兰的职高在校生，数据中心都抢着要。7）CPU资源缺，阿里云的沙盒都卖光了。8）中国券商普遍悲观，因为故事都讲到太空算力租赁了，最近的新故事是人形机器人去采集数据

[刘江/LIU Jiang @turingbook]

@kalasoo 你这张图从哪个入口看？找了半天没找到���哈

[刘江/LIU Jiang @turingbook]

有意思，Anthropic从Meta Muse团队招了一个产品总监做了Muse的竞品Duet。

[karan ahuja @ahuja_karan]

👋🏼 Overdue update: I joined @AnthropicAI, and excited to finally share what my team and I have been building.

Introducing Claude Duet, a new app in research preview where Claude works as your proactive agent. It runs on Opus 5.5, and we built it to be a partner you can trust.

It comes to you with what needs your attention, works across 6,000+ connectors and plugins, keeps going when you step away, and checks with you before it acts.

We built it for professionals and small business owners juggling a lot at work and at home. Early testers are using it to help run their businesses, take on bigger projects at work, and get time back to be more present.

I've been using Claude Duet to build Claude Duet, and it's been the most joyful and meaningful experience of my career.

I’ll be sharing regular updates here on how we’re building it, plus new features and improvements as they ship. Follow along.

Join the waitlist and help us shape the product: https://t.co/ucxIrHrNaa

[刘江/LIU Jiang @turingbook]

@freedom1900 我的重点是廖雪峰和阿里都不是最早的，而且产生比较大影响也没有20年

[刘江/LIU Jiang @turingbook]

lidang还是太年轻了哈哈。中国早��推广和应用Java比较有贡献的是这么几支力量：
-Sun公司，以宫力博士（Java团队成员，2001年回国创建Sun中国工程研究院并任院长，研究院有专门的推广团队）代表。
-高校，以王克宏教授（主编国内最早的Java系列丛书，1996年开始出版，他是清华KEG创始人，后来实验室孵化了智谱）和许斌教授（王的学生，Sun全球Java Champion之一）代表。很多高校2000年前就开Java课了。
-东软、中软、浪潮等早期接欧美外包项目，大量使用Java。阿里系用Java应该是2004年（之前是PHP），比较早的工程师之一是Sun派到阿里的实习生程立，后来做到集团CTO。
-出版社，华章出《Java编程思想》是1999年。

张孝祥算是第二波，2000年中期课程视���光盘很流行，也出了书，后来创办传智播客、黑马程序员训练营。2011年英年早逝。
廖雪峰（北大1998级）更晚一些了，通过免费网站（2009年开始的？），Python教程影响更大，虽然也有Java教程，而且出过Java书（2007年《Spring 2.0核心技术与最佳实践》）。

[lidang 立党 （���人卖房/学CS/买SP500/纳100/OpenAI/Anthrop第一人） @lidangzzz]

我说句公道话。

中国之所以没有被php危机严重影响，很大程度上是因为20年前廖雪峰和阿里就在中国市场推广了Java，从大学到培训班几乎清一色学习Java，用Java，到魔改jvm和java生态，到后来才用上了go和python。

经历了这次全球php大风波之后，中国人集体欠廖雪峰一句感谢。

[刘江/LIU Jiang @turingbook]

@MrZhouDan ��，确实漏了。IBM developerWorks网站（2001-2019？）也很重要

[刘江/LIU Jiang @turingbook]

@natolambert The earlier versions of GLM models should be mentioned:
-GLM130B(2022.8) https://t.co/frFFeQgSPb
-ChatGLM-6B(2023.3) https://t.co/wnCAsHWXLe

[刘江/LIU Jiang @turingbook]

OpenAI前首席产品官和前toB CTO一起做���一家AI新药研发公司。大家看出趋势了吗。

[Srinivas Narayanan @snsf]

I’ve worked with @kevinweil and @manohar_paluri and they are amazing. So great to see them go after a big and important problem to accelerate scientific discovery to find new medicines. I’m excited to play a very small part as an angel investor and help them in their journey.

[刘江/LIU Jiang @turingbook]

哈哈，没想到我也上了这个榜。

[司徒K @situking]

前几天发了全球 AI 博主 百 人榜单，很多人问：中文圈有没有一份？
这次我深度调研了几百个中文 X 博主，逐个核对作品。

原本只想留 100 人，但大家实在太优秀了，最后还是留下了 120 人。

覆盖 AI、开源、出海、开发和投资等方向。建议先收藏，再按需要慢慢关注。 https://t.co/tNP6hFFVcD

[刘江/LIU Jiang @turingbook]

出处忘了 https://t.co/Dp48a7UOfM

[刘江/LIU Jiang @turingbook]

字节的回应：公司总算力中，只有约10%用于视频生成模型的训练和推理。

[马识�� @shitunote]

中美国情差异很大，以Token消耗为例 ，中文在线披露的一组数据：

国内所有Token消耗份额中，AI短剧与视频生成高居首位，占比达55%；电商和营销又占了24%；在美国列Token消耗第一的软件开发只有15% 。

2026年前8个月，中国上线了大约43万部微短剧，是去年全年的13倍，其中超过90%都使用了AI技术。���国微短剧用户已超过8亿，2025年市场规模突破1000亿元。

大西洋对岸美国的数据是这样的：美国58%的Token消耗用于编程开发和企业自动化。

一边在写代码、搞企业自动化，一边在拍短剧、做广告、卖东西。

有人称：AI时代，中国人再一次把火药做了烟花。

但我不这么认为，核心原因是：美国的企业端软件生态决定了做coding能赚很多钱，所以OpenAI放着那么多C端用户不培养也要去和Anthropic争coding市场；但在中国自始至终都没有形成很好的企业软件市场，在B端单纯靠coding市场很难赚钱，中国单纯靠去搞coding赚钱根本不现实。在C端娱乐市场，尤其是在AI生成视频这块，本身创意视频传播力就强，再加上用户广泛，所以比较繁荣，竞争也激烈。