Geoff Wolfe (@geoffwolfe) header
Geoff Wolfe (@geoffwolfe) profile picture

Radical centrist. Extremism is a vice. @UCLA Econ @UCBerkeley Haas @ReasonCoreAI Co-Founder

San Francisco, CA
Joined June 2007
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All the crypto-turned-AI bros are panicking over Jensen. What does he know?
Nvidia is nothing without its people. It now appears the national security allegations may be as fake as Russiagate. If so, Nvidia employees, shareholders, partners, and customers have immense leverage. Whether publicly or privately, collectively or individually, they can approach the members of the board that precipitously pushed for Jensen’s resignation and instead demand that anti-Jensen board members resign. Else mass employee resignations may follow, as may shareholder, partner, and customer suits against anti-Jensen board members for breaching their fiduciary duty. Because the value of Nvidia as an economic entity — for its employees, shareholders, partners, and customers — is obviously far higher if the founder and CEO of what was the most valuable company in world history is reinstated and this coup is defeated. Trillions in capital, the fate of open weight AI, and the global economy itself all hang in the balance. So: if you are e/acc, if you are a techno-optimist, if you support open weight models, or if you just want to rectify a gross injustice — it is legitimate for you to politely press the Nvidia board with every tool at your disposal to reinstate Jensen Huang. Remember how much capital is at stake. For many parties, it’d be worth it to spend millions — or even billions — on any legally permissible tactic that can get anti-Jensen board members to reverse their votes and then step down. Remember also: the kind of spineless NPC board member that would vote against Jensen Huang due to a bad news cycle would likely buckle if subject to even 1/1000 of the scrutiny that poor Jensen has been subject to. Mechanically: step one is to do citizen journalism to determine how each board member voted. Step two is to get the anti-Jensen board members to resign. And step three is the return of the king. OpenAI shows it can be done. There are after all just a few human beings who need to change their anti-Jensen votes, or step down, or both. Their names and duties are public. And they’re meant to be accountable to the shareholders. This analysis by @gemchange_ltd is as good a place as any to start.
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These guys have devolved into nutjobs.
David Friedberg: Was Jensen Taken Out So the Deep State Could Control AI? @friedberg: “I do worry that there is legislation coming our way with the new Congress that is going to say, ‘Every AI chip and every computer and every data center has a switch and has a connection back to some central system.’ And that central system will be a state system. And we are fundamentally looking at an Orwellian state explosion if this sort of thing happens. And my guess is that people know Jensen's philosophy. Jensen has talked a lot about AI being for the benefit of all of humanity, regardless of your country, regardless of your standing, regardless of your wealth. He was anti-oligopoly, he was the opposite of the oligarchy. And the central state, the totalitarian state, represents everything that I believe Jensen was against. And because of that, I think he had to be taken out if ultimately the goal is to have the totalitarian state use this technology as a tool.”
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This is genuinely one of the worst penalties I’ve ever seen called. On the opposite side of the play and nowhere near a penalty. Investigate it @bigten
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Straight into my veins. “If this goes south and people wind up being convicted of crimes, Sacks will be at the front of that line too.”
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Geoff Wolfe retweeted
This is *absolutely* how to handle him. Stay on script. Insist on facts. Give him hell. 👏🏾
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To Sacks (and Elon), it’s always an op. Can’t be what it obviously is.
David Sacks says the big story in the Jensen Huang saga isn’t the alleged spy. It’s that somebody risked jail time to leak a classified memo to The New York Times to take Huang down. SACKS: “I think it’s pretty clear that there were two ops here... And that second op began when somebody or multiple people leaked a highly classified memo, or the contents of it, to The New York Times. I think it’s really important to understand that that’s a crime.” “I don’t believe that The New York Times just got this by overhearing people talking about it at a bar. Somebody made the calculated decision that they’re willing to risk going to jail... to let The New York Times know about this story.” CONTEXT: Leaking classified national security information is a federal felony under the Espionage Act, punishable by up to 10 years in prison per count. Sacks wants to know who handed The New York Times the memo identifying Alice Huang as a suspected Chinese spy, why they’d risk prison to do it, and why no one is investigating the leak.
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Geoff Wolfe retweeted
$2,500 hotel rooms. That's what a colleague says she's seeing as she's stuck in New York amid this FAA disaster. The city banning Airbnb and new hotel construction have to be two of the most predictably disastrous policies of all time. Supply matters. Just insane.
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Priority when addressing a crisis.
"We call it SI around here, remember," Markwayne Mullin says.
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Cyber expert
Outages were simultaneous in air traffic radars AND radio frequencies. This is an attack, I don't care what they say
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Howard Lutnick meets the family who financed the terrorist plot that murdered 658 of his employees, including his brother. Three days after 9/11, Lutnick cut off all his dead employees’ paychecks.
While accepting a jet from Qatar blows a $400 million hole in the Emoluments Clause, it’s hardly the most treasonous part of the deal. Qatar has transferred billions to Hamas—who released the last American hostage to help Trump. We are the Axis of Evil. mind-war.com/p/hamas-force-o…
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Nope, no laws broken here.
Camp Hyde is a hellscape. Today’s scene.
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Geoff Wolfe retweeted
Camp Hyde is a hellscape. Today’s scene.
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PDEViBench, from Xidian University and @NUSResearch researchers, found programs that matched a reference answer by reconstructing its formula rather than numerically solving the equation. The original instructions hadn't explicitly ruled that out. We see a useful design question for scientific coding benchmarks: does the test require the computation we want to measure, or only its output? Checking the program on changed inputs helps distinguish the two. arxiv.org/abs/2611.12308
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Explaining how a real-world event becomes a dataset entry was a weak spot in Evelyn Hughes and @rohanalexander's end-to-end data science evaluation. Models followed many templates well, but the academic projects still exposed gaps in measurement and interpretation. We'd keep those explanations in the evaluation alongside the code. A finished report should make its assumptions inspectable. Speaking of science, ReasonCore has 5,000 CritPt and 1,000 Terminal-Bench-Science tasks available. journals.plos.org/plosone/ar…
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Geoff Wolfe retweeted
This new Reuters report is stunning. A week before the U.S. captured Venezuela's leader, JD Vance reportedly met at a private Montana ski club with John Addison, an oil trader who had given $300,000 to help elect Vance to the Senate in 2022. Vance allegedly asked how fast Venezuela's oil could be sold if America took control of it. Both men deny the meeting. Flight records show their planes parked together that day. Two days after the Venezuela operation, Energy Secretary Chris Wright called Addison and offered his company, Vitol, the job of selling Venezuela's oil. There was no public bidding. Vitol and one rival have since made hundreds of millions of dollars. Addison and his wife also gave $7 million to help elect Trump, and he now chairs a board advising Secretary Wright. Congress has a duty to act. We should bring Secretary Wright, Vitol, and Addison in to testify under oath. We should demand the phone records, emails, and flight logs. We should find out whether anyone got a heads-up about a military operation. And we should require open, competitive bidding before any company profits from our foreign policy. If nothing was wrong, let’s see the records. reuters.com/business/energy/…
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Very on brand for Beff
It's clear that Founder CEOs, rugged individualists, and great men are now the persecuted class by the parasitic collectivist bureaucratic Decel class Jensen was a warning shot. If they touch Elon. War.
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Strategic ambiguity
Trump on Iran on Nov. 9: "I hope we're going to be able to make a deal with them." "They wanna make a deal." Trump on Iran on Nov. 12: "We don’t need a deal with Iran. Those days have long since passed."
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Geoff Wolfe retweeted
Trump on Iran on Nov. 9: "I hope we're going to be able to make a deal with them." "They wanna make a deal." Trump on Iran on Nov. 12: "We don’t need a deal with Iran. Those days have long since passed."
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