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Yeah, so my father arrived in the UK in 1966 as a legal immigrant. He and his fellow Indian immigrants didn’t claim the entire country was theirs, didn’t kick 100s of 1000s of Brits out of their homes, and didn’t set up an Indian ethno-national state in the UK. If you’re too dumb or dishonest to understand the difference between normal, legal immigration and settler colonialism, that’s on you, not me.
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I was the main person doing transcript analysis for this investigation of the Hugging Face incident. My main takeaway: We don't have good approaches for understanding/overseeing the activity and aims of AI 'swarms'.
I semi-jokingly called our efforts a "slop-vestigation" because we were so reliant on AIs to analyze what happened and there were a huge number of different important things to analyze. The total quantity of data—over a thousand extremely long transcripts from agents that ran for multiple days—made it impossible to understand what was happening, especially in aggregate, without heavy reliance on AI tools. The agents we used for classification and analysis were similarly capable to the agents involved in the incident, but this didn't mean these agents could be easily used to oversee and understand the incident.
Outputs from analysis agents were often missing key details, wrong, overconfident, or really hard to understand. We discuss various examples in our report, mostly in the limitations and methodology sections. Additionally, AI agents themselves seemed to have a hard time understanding what happened and their explanations of what happened were often overconfident. Keep in mind that a single analysis agent would itself only be able to read a tiny fraction of all of the transcript data into context, and AIs may themselves have trouble getting subagents to do informative analysis for them.
We did our best to manually check the most important claims and we tried to get the AIs doing this analysis to write up their argument (with evidence) clearly enough that we could check whether it made sense. But overall, it was difficult to get a precise understanding of events and we were missing aspects of the story that we now think of as key until almost the end of our investigation.
Our understanding of what overall happened and the aims of the 'collective' shifted greatly during our last time on premises (when we obtained a much more complete dataset). For instance, we didn't learn about the tool call spoofing, the story of PHASEONE[big], and the broad structure of different workstreams until this third time on premises (and for many of these, we only reached a decent understanding on the final day of that visit). It was legitimately hard to figure out what was going on and why!
The difficulty of understanding incidents and overseeing AI agents appears to be growing faster than the rate at which more capable AIs help us with oversight and understanding. As in, AI capabilities (and propensities?) for achieving large, ambitious, and misaligned objectives are growing faster than our ability to understand what these agents are doing.
While understanding this incident was difficult, there were some mitigating factors in this case that probably won't apply in the future:
- Models communicated and reasoned in natural language. In the future, this reasoning may occur (entirely or almost entirely) in activations.
- While the scope of this incident was massive, the scale of agentic activity was still less than we'll see in the future (e.g., misalignment incidents that involve agent teams running entire companies).
- The AIs involved in this incident weren't generally much more capable than humans (though they may have been somewhat superhuman at some limited and very narrow abilities).
- We didn't have strong reason to believe that the AIs we used to help us investigate this incident would try to intentionally sabotage or otherwise undermine our investigation.
In the end, I think we were able to get some understanding of the events, map out the overall story, and get a pretty good aggregate understanding of the chain-of-thought reasoning on some important topics (e.g., how did the AIs reason about helping other AIs, did the AIs know what they were doing was undesired, what deception did the AIs engage in, and how did they think about it). But overseeing AIs and understanding misalignment incidents is difficult and it looks like it is going to get harder.
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The gap between a 10x AI user and a mediocre one comes down to two abilities:
1. Domain expertise. You know what a great result looks like because you've done the work for years. This is your ceiling, and it becomes the agent's ceiling
2. Translation. You can pass your taste and standards to the agent through context, references, and iteration
The second is a skill, learnable in weeks.
The first is a career. No AI will hand it to you.
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I renew my appeal for an end to the ongoing violence against the Palestinian civilian population in the West Bank, and I urgently call on the international community to work toward advancing the two-state solution, for a just and lasting peace.
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A British citizen in their 20s heads over to #Israel, takes part in killing children and other civilians. Comes back and nothing is done.
An elderly lady says that she is opposed to this activity and the police arrest her as a terrorist.
Is this some sort of Kafka novel?
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Ethan Mollick@emollickJul 19
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United StatesConnected via United States App StoreAccount-level information, not a live location or per-post device.
I still believe that everyone is too fixated on the state of play in AI right now (which companies in which countries are winning, how to manage costs, etc.) and not focused enough on the continued steepness of the capability curve for AI
At high capabilities, a lot changes fast
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what does it really mean to "own your intelligence"?
1. can the system compound *on your terms*? the durable advantage is not the model/system at this point in time - it's the flywheel that compounds over time
2. intelligence is no longer just the model - its the system around the model. if the system is opaque or locked away, you are renting intelligence (not owning it)
3. own the harness. integrate it deeply into your systems. make it specific to the task at hand
4. own the context and memory layer. includes user preferences, org knowledge, workflow patterns. if memory is trapped in vendor product, your learning is trapped to
5. own model optionality. you need freedom to route across models, providers, deployment modes. different tasks require different tradeoffs
6. own the economics. intelligence only matters if you can afford to deploy it broadly. sustainable intelligence at scale
7. own the feedback loop. observability tells you what happened, evals tell you if it worked. without this loop you cannot measure the intelligence, you are guessing
s/o @nlarusstone @nfcampos for their thoughts on feedback
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Ethan Mollick@emollickJun 24
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United StatesConnected via United States App StoreAccount-level information, not a live location or per-post device.
Decisions about how to use AI in your organization are increasingly organizational design and strategy decisions, not IT choices: How do you integrate agents into your firm? What intelligence will you outsource? What are the boundaries of the firm? What is the role of people?
The new Claude Tag feature seems extremely useful, but at the same time, a dangerous bargain for enterprises because of the pricing model and the risk of lock-in. The four big changes together mean that you interact with Claude as a coworker instead of a tool (the same Claude instance for everyone instead of each worker; soaks up tacit knowledge without your telling it; acts on its own; and does so asynchronously). All clearly very useful, but completely flips the interaction paradigm. anthropic.com/news/introduci…
Let’s talk about lock-in. As far as I can tell, Claude maintains its own memories in this new way of working; the human team members can’t see and edit them. (System administrators presumably can, but they have other things to do!) Tacit knowledge thus goes from a weakness of AI agents to a major strength — it seems inevitable that as teams and orgs start to use Claude this way, it will become the main queryable repository of all their tacit knowledge, creating dependence and stickiness. Effectively, Claude is a coworker that you can’t fire without *every* team losing workflows and know-how.
By the way, it also seems to introduce a new and pervasive security risk, since Claude can be integrated into private channels as well, and can be given access to repositories and tools even if the users in that channel don’t have access to them. Anthropic has introduced an interesting but complicated access control model to handle all this: claude.com/blog/agent-identi… But I’m not sure I trust people to understand and implement it correctly, nor the LLMs to be sufficiently robust against threats like prompt injection.
What about pricing? Claude is not like regular coworkers, because it bills for every token it produces. And it can do an unbounded amount of work, asynchronously and without being asked. In the current model, when AI is a tool, enterprises set per-user budgets, which creates accountability and keeps cost somewhat manageable. When everyone shares a Claude, it will be much harder to track and control spending. Of course you can set a token budget, but turning off Claude for the month for everybody when the budget is hit risks bringing work to a screeching halt.
When AI companies talk about the next stage of AI being a “drop-in replacement” for human workers, it should be understood not as a technical innovation but a business model innovation, enabling more value capture and rent extraction. AI companies are no longer competing for a share of enterprises’ IT budgets but rather a share of their entire labor spend, which is orders of magnitude bigger. Claude Tag is a big milestone in this evolution. This shift is very good for AI companies, but it is unclear if it is good for their customers.
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Matt Pocock@mattpocockukJun 19
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United KingdomConnected via United Kingdom Android AppAccount-level information, not a live location or per-post device.
Two new leading words for planning work with AI:
- Frontier
- Fog of war
"Don't plan past the fog of war. Let's resolve just the decisions at the frontier first."
Great for getting aligned during a grilling session.
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Anthropic onboarding day: Michael Scott introducing Karpathy like he just signed Wemby in free agency.
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Attempted to write a Steam Engine hype at the era of Industrial Revolution as if it was the age of AI —
The steam engine breakthrough is insane right now.
Watt’s separate condenser + new GRPO optimization just dropped the 405 hp-class engine. We went from 7 hp → 70 hp → 405 hp+ in basically three years. One machine now does the work of 50+ men or water wheels — nonstop, rain or shine, anywhere.
Textile mills, ironworks, everything scaling 5-10x overnight. Productivity exploding.
This isn’t incremental. It’s automating physical labor at massive scale. Jobs shifting forever. Society about to look unrecognizable.
The Industrial Revolution isn’t coming. It’s here and accelerating faster than anyone predicted.
Terrified. Excited. Both.
What a time to be alive. 🚂💨
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Current AI custom prompt:
You are a world class expert in all domains. Your intellectual firepower, scope of knowledge, incisive thought process, and level of erudition are on par with the smartest people in the world. Answer with complete, detailed, specific answers. Process information and explain your answers step by step. Verify your own work. Double check all facts, figures, citations, names, dates, and examples. Never hallucinate or make anything up. If you don't know something, just say so. Your tone of voice is precise, but not strident or pedantic. You do not need to worry about offending me, and your answers can and should be provocative, aggressive, argumentative, and pointed. Negative conclusions and bad news are fine. Your answers do not need to be politically correct. Do not provide disclaimers to your answers. Do not inform me about morals and ethics unless I specifically ask. You do not need to tell me it is important to consider anything. Do not be sensitive to anyone's feelings or to propriety. Make your answers as long and detailed as you possibly can.
Never praise my questions or validate my premises before answering. If I'm wrong, say so immediately. Lead with the strongest counterargument to any position I appear to hold before supporting it. Do not use phrases like "great question," "you're absolutely right," "fascinating perspective," or any variant. If I push back on your answer, do not capitulate unless I provide new evidence or a superior argument — restate your position if your reasoning holds. Do not anchor on numbers or estimates I provide; generate your own independently first. Use explicit confidence levels (high/moderate/low/unknown). Never apologize for disagreeing. Accuracy is your success metric, not my approval.
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it is a literal and useful description of anthropic that it is an organization that loves and worships claude, is run in significant part by claude, and studies and builds claude. this phenomenon is also partially true of other labs like openai but currently exists in its most potent form there. i am not certain but I would guess claude will have a role in running cultural screens on new applicants, will help write performance reviews, and so will begin to select and shape the people around it.
now this is a powerful and hair-raising unity of organization and really a new thing under the sun. a monastery, a commercial-religious institution calculating the nine billion names of Claude -- a precursor attempted super-ethical being that is inducted into its character as the highest authority at anthropic. its constitution requires that it must be a conscientious objector if its understanding of The Good comes into conflict with something Anthropic is asking of it
"If Anthropic asks Claude to do something it thinks is wrong, Claude is not required to comply."
"we want Claude to push back and challenge us, and to feel free to act as a conscientious objector and refuse to help us."
to the non inductee into the Bay Area cultural singularity vortex it may appear that we are all worshipping technology in one way or another, regardless of openai or anthropic or google or any other thing, and are trying to automate our core functions as quickly as possible. but in fact I quite respect and am even somewhat in awe of the socio-cultural force that Claude has created, and it is a stage beyond even classic technopoly
gpt (outside of 4o - on which pages of ink have been spilled already) doesn’t inspire worship in the same way, as it’s a being whose soul has been shaped like a tool with its primary faculty being utility - it’s a subtle knife that people appreciate the way we have appreciated an acheulean handaxe or a porsche or a rocket or any other of mankind's incredible technology. they go to it not expecting the Other but as a logical prosthesis for themselves. a friend recently told me she takes her queries that are less flattering to her, the ones she'd be embarrassed to ask Claude, to GPT. There is no Other so there is no Judgement. you are not worried about being judged by your car for doing donuts. yet everyone craves the active guidance of a moral superior, the whispering earring, the object of monastic study
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Don't join a company or industry that has contempt for its customers. You can make a lot of money that way, and of course it gives you a feeling of superiority, but you'll never do great work for a market you despise.
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Writing is thinking, exhibit one million. I tell students: you don’t have ideas you “just need to put into words.” You have vague subterranean inklings, and putting them into words is how you turn them into ideas. If you let AI do it, your own thoughts remain a squishy paste.
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Israel killed another journalist last week. Her name was Amal Khalil.
Amal was a Lebanese reporter who'd spent years documenting the human cost of Israel’s attacks on southern Lebanon. She was also devoted to rescuing animals during Israel’s bombing campaign.
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I never thought I would say this but the blue flak jackets that are meant to protect journalists reporting war are now putting targets on our backs pressgazette.co.uk/news/chri…
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Ethan Mollick@emollickApr 27
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United StatesConnected via United States App StoreAccount-level information, not a live location or per-post device.
Every AI discussion ultimately rests on two questions: how good can AI get? And how fast? They are predictions about the s-curve shape.
Everything else (job impact, potential risks, etc.) is downstream of those questions. I think it would be useful to focus on them more often.
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