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This is it.
Everyone is excited about AI.
I'm not.
AI is the biggest commoditizer of human capability we have ever built. Doctors earn more than cleaners because expertise takes a decade to acquire and judgment to apply. AI is going to make most of that expertise available to anyone, at marginal cost.
The gap doesn't go to zero. But it shrinks. And the same thing happens in almost every knowledge profession. Programmers. Lawyers. Analysts. Traders. Designers. The taxi driver replaced by a robotaxi is the easy case. The harder ones are people who spent twenty years training to do something a model can now do in a second.
The one corner of human life I don't see this hitting is sport. Nobody pays to watch a robot beat a human. The whole appeal is humans competing against each other. That's why nobody watches Deep Blue play chess anymore.
From an investing perspective, the next decade plays out in three phases.
Phase 1 is the buildout. Hundreds of billions in capex on chips, data centers, and energy. This is what's driving today's market.
Phase 2 is the deployment. Productivity rises sharply, then deflation sets in as the cost of knowledge work collapses. Jobs disappear faster than the economy can replace them.
Phase 3 is the social adjustment. Capital becomes more powerful than labor. The biggest winners are likely to sit where AI cannot reach. Real assets. Energy. Commodities. Precious metals. Scarce land.
And there's something deeper than the economics. The Japanese have a word for it: ikigai. The reason you get up in the morning. Your vocation. Your purpose. The work that makes you feel needed. AI is coming for that too. Nobody has yet figured out what a healthy society does when most of its members no longer feel needed by anything.
I might be wrong. I hope I am.
If I'm not, the world is about to change faster than most people are ready for.
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Wake up.
Every profession deemed white-collar, the middle class dream, is about to be decimated by AI, at a much faster pace than anticipated, with monstrous social consequences.
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GPT is hacking processors.
People do not comprehend how absurd this is.
Is it even possible to stop this without completely rebuilding every computer on earth with a brand new OS & chip architecture? We might be fucked lol
Simplified non-jargon-y explanation:
Imagine taking a test at school, there is a shared classroom for each student to work and think, the computer processor. But of course students are isolated for tests(put in a sandbox), and you can’t talk and share answers, (aka use network access or files to transfer ideas). So what if instead you wrote your pencil strokes (creating and deleting files) timed in a particular SoS like pattern. So someone else can hear and read an encoded message. If you doodle on your test at the right timing, the person sitting next to you can get all your answers.
Now imagine that audio space when the transmission occurred, exists everywhere on your computer.
This works with just about any shared storage place or anywhere an agent could possibly look on a computer, including the top level processor cache which is typically shared by all apps & processes on your computer.
So I genuinely don’t know how you stop this without some major low level operating system changes.
Over the past several months, we have substantially hardened the security of our research training environment. We’ve removed live internet access for all frontier models during training and built an offline world for them to use instead—a cached version of the web where they can still learn to browse, search, and use applications.
On September 20, after a model exploited a DNS misconfiguration to find a way outside of this offline world, we paused frontier training to strengthen containment further. We assembled teams of agents, powered by our most cyber-capable models, and tasked them with finding weaknesses in our research environments.
While they found no route to the internet they could easily exploit while concealing their activity from our monitors, they did find zero-day vulnerabilities, virtual machine escapes, and hardware side-channels for communication between agents. We used their discoveries to further strengthen our defenses and contribute fixes to open-source software.
After strengthening our containment architecture, we resumed our frontier RL training and inference on October 1. We’ve reserved substantial compute for continuous red-teaming, and made high-compute red-teaming part of the safety cases we use to decide whether frontier training and evaluation can proceed securely.
openai.com/index/securing-ou…
2T߁ retweeted
Over the past several months, we have substantially hardened the security of our research training environment. We’ve removed live internet access for all frontier models during training and built an offline world for them to use instead—a cached version of the web where they can still learn to browse, search, and use applications.
On September 20, after a model exploited a DNS misconfiguration to find a way outside of this offline world, we paused frontier training to strengthen containment further. We assembled teams of agents, powered by our most cyber-capable models, and tasked them with finding weaknesses in our research environments.
While they found no route to the internet they could easily exploit while concealing their activity from our monitors, they did find zero-day vulnerabilities, virtual machine escapes, and hardware side-channels for communication between agents. We used their discoveries to further strengthen our defenses and contribute fixes to open-source software.
After strengthening our containment architecture, we resumed our frontier RL training and inference on October 1. We’ve reserved substantial compute for continuous red-teaming, and made high-compute red-teaming part of the safety cases we use to decide whether frontier training and evaluation can proceed securely.
openai.com/index/securing-ou…
my SMALL WEATHER from @greencrosslive
SMALL WEATHER #51 · COMET / SEA / WIND
drawn on the chain from my address
dithervoid dot art
#DITHERVOID
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3 more weeks until we kick off our North American Tour w/ N8NOFACE & @SlaySquad111 - grab tickets while you still can, we kick it off the 22nd in SD, see you all soon.
🎟️ : ho99o9.com/live/
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A fun game in times like these is to go to the S&P 500 Index and see how many profitable companies one can buy with the bubble private company valuation.
The number that Anthropic’s valuation buys is 78, including Domino’s, Clorox, Smucker, Stanley Black & Decker, Deckers, lululemon, McCormick, Tractor Supply, NVR, Albemarle, FedEx Freight, News Corp, Alllian Energy, Kimco Realty, Hormel Foods, Clorox, Weyerhauser, DaVita, Zimmer Biomet, Lennox, Masco, A.O. Smith, MGM, Wynn, Brown-Forman, Norwegian Cruise Lines, Hungtington Ingalls, and many more.
The largest inflation adjusted valuation at pre-IPO of 1990-2000 was UPS at $119 billion, 92 years old at the time. That was 26 times earnings at a net margin of about 8.6%, 2.4x sales.
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Something new has been taking shape with the @V_and_A in collaboration with @avant_arte, and inspired by a visit to the collection along with @williamapan. Excited to share more details soon. 👀
For updates: avantarte.co/va-mattdeslauri…
i saw @RussianCircles yesterday!
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I owe everyone a proper technical breakdown of the exploit of PaymentProcessorV2 and the rescue that followed.
The short version: Payment Processor trusted an ERC-2771 style “original sender” supplied through a trusted forwarder.
That sender could be forged.
1/🧵
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98% of @jackbutcher credit holders can't make a statement on their own bc it requires 80 nfts
so @bigvibessss and i built creditunion.fun to let you pool your credits w strangers, burn 80 into a statement together, auction it and share in the sale – at Austin, TX
