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2000s: Conspicuous Consumption
2010s: Conscious Consumption
2020s: Conspicuous Consciousness?
OH: "DeepSeek IPO, as amazing as their stuff like DeepInfer is, will be the 'Bitcoin ETF launching in 2021' moment"
The Chinese AI pioneer DeepSeek has raised about $15 billion in its latest fundraising round, one of the country’s largest ever and a sign of the startup’s ambitions to compete globally with the likes of Anthropic and OpenAI bloomberg.com/news/articles/…
Tarun Chitra retweeted
What's happening in cybersecurity is a COVID-like wave ripping through the Internet. Honestly surprised it took this long, but seems like it's here now.
Crypto already saw this.
Onchain hacks are a canary for what will happen in the rest of web security, because onchain is the first and easiest place to monetize cyberattacks. Crypto protocols have already hardened themselves against this (small protocols are mostly getting popped; large protocols are using AI tools to protect themselves). This means that while the NUMBER of hacks has gone vertical, the run rate of $$s hacked is actually roughly equal to 2025. Meaning the dollar value of hacks has gone down, while the number has gone up—a mass looting of small, poorly maintained protocols.
I expect the same thing to be happening in the general web.
Tarun Chitra retweeted
Jensen closed his GTC Berlin 2026 keynote with this Hermes Agent demo as the finale.
He introduced it by saying the way to build an agent is to ask an agent to build it for you, so he installed and set up a customized Hermes in one prompt.
Then he used Hermes, running on @nvidia RTX Spark, to create a simulated training environment for the @huggingface Microduck. Hermes planned an obstacle course with Nemotron and had GPT-6 Astra build it using FreeCAD, Omniverse libraries, Blender, Newton, and Isaac Lab. Hermes trained thousands of simulated ducks on that course until the validated policy was ready to run on the real robot in the physical world.
At Nous, we believe open source is a practical tool as much as a philosophical ideal. It gives users the ability to build powerful, complex workflows chaining numerous local+cloud models, devices, and tools themselves instead of waiting for a company to enable them.
Tarun Chitra retweeted
Back in August, Haseeb and Robert were talking about this on The Chopping Block:
"The economics of AI and of cybersecurity are making everything really change."
"Open source, in a way, is protection against a nefarious developer, but it's not protection against a nefarious third party."
@rleshner: "I think open source in general is going to go full circle… every agent out there will analyze it in 0.01 seconds of it being created and prove that it's safe or prove that it's unsafe."
"I like to say, don't trust any code before 2026."
@hosseeb: "I think within a year, you're going to see best practices change dramatically…"
OpenAI models helped researchers—operating as part of our Patch the Planet initiative—discover critical security flaws in PHP, an open-source programming language used to run an estimated 70% of websites.
Over the past two months, we led a coalition of maintainers, researchers, and security providers to prepare fixes and protections ahead of disclosure. This duration was necessary because the fix was quite intricate and required a major change to the PHP engine. Every site using PHP can now safely upgrade their version to stay secure, in addition to applying mitigations from various security vendors.
Due to the severity of these flaws and PHP’s widespread use, we consider this bug to be one of the most impactful vulnerabilities in recent memory. It also marks a new phase, where AI can find security bugs with internet-scale impact.
This is an example of the Defender’s Window in action: to our knowledge, frontier AI was able to find this vulnerability ahead of attackers, giving defenders time to prepare.
openai.com/index/coordinated…
Readers added context they thought people might want to know
OpenAI may claim a role in the coordinated response and patching process. But the initial discovery and exploit development, however, occurred several months earlier by an independent researcher.
x.com/lcfr_hax/statu…
Tarun Chitra retweeted
Curated Yield is now live in the @coolwallet App, powered by Gauntlet.
CoolWallet's 300,000+ users can now supply USDC to a dedicated CoolWallet vault and earn from overcollateralized onchain lending markets, straight from their wallet.
The vault runs Gauntlet USD Alpha and is built on Gauntlet's first-party vault infrastructure Aera.
Self-custodied stablecoins can now earn.
Learn more about the partnership: gauntlet.xyz/resources/gaunt…
Tarun Chitra retweeted
AUTO now plugs into Gauntlet USDC Frontier on @Morpho.
AUTO is issued by @HastraFi, developed in partnership with @Figure.
View the Frontier Vault here: app.morpho.org/ethereum/vaul…
Tarun Chitra retweeted
ICYMI: @ilblackdragon’s discussion from @token2049 with @jessepollak & @tarunchitra on Why AI Needs Crypto.
Watch the full discussion 👇
Full video of our discussion with @jessepollak @tarunchitra from @token2049 on Why AI Needs Crypto.
Blockchains can provide a much-needed coordination layer to take AI from today's single-player mode to multiplayer mode, unlocking security & markets.
youtube.com/watch?v=1flFvL62…
Tarun Chitra retweeted
all neolabs will become autoformalization companies
Are all the neolabs converging on the same thing?
@togethercompute started with inference and is now offering sandboxes and RL training
@FireworksAI_HQ AI started with inference and is now offering RL training
@PrimeIntellect started with RL training and is now offering inference and sandboxes
@modal started with cloud compute and sandboxes and is now offering inference and RL training
Dario had to reply to this, yet he mainly spent the time defending corporate policy vs. the ethos of this post:
At the end of the day, I view the OP and myself as aligned: scamming the public via regulation making you an oligopoly is a way to end freedom of expression
Replying to @ajcimino @AnthropicAI
Thank you for taking the time to respond thoroughly on a weekend. I realize that drafting legislation is difficult and some degree of iteration and response to feedback is inevitable and appropriate.
However, I feel like your response is still not really engaging with the heart of my concern about Anthropic's behavior here, and it makes me think that these sorts of problems and tendencies will only resurface moving forward. I also think that now might be a good time to take a broader step back as to where we find ourselves and how Anthropic sees its role, and how external folks who care about AI safety like myself increasingly see Anthropic.
(Fair warning: this response is a bit long)
To explain what I mean (and at the risk of being a bit esoteric), it’s worth asking the question: what is Anthropic? How do its leaders and employees think of Anthropic’s role? Is that conception matched by how it actually behaves and impacts the world?
One answer is an extremely large tech company that exists to make its employees and investors mind-bogglingly wealthy. Anthropic is sometimes described as a startup, but if Anthropic successfully IPOs at 2 trillion dollars (a number it has been reportedly targeting), it would be more valuable than Meta - which is worth 1.8 trillion.
Another answer is an AI safety organization, whose core values are those of the sort laid out in the 2023 essay from Anthropic’s co-founders entitled “Core views on AI safety: When, why, what, and how.” In that essay they said that if we were in a world where alignment was hard (and that without strong evidence to the contrary, we should assume this is the scenario we are in):
“Anthropic’s role will be to provide as much evidence as possible that AI safety techniques cannot prevent serious or catastrophic safety risks from advanced AI, and to sound the alarm so that the world’s institutions can channel collective effort towards preventing the development of dangerous AIs. If we’re in a “near-pessimistic” scenario, this could instead involve channeling our collective efforts towards AI safety research and halting AI progress in the meantime. Indications that we are in a pessimistic or near-pessimistic scenario may be sudden and hard to spot. We should therefore always act under the assumption that we still may be in such a scenario unless we have sufficient evidence that we are not.”
There have been more recent articulations of this version of Anthropic, for instance in Dario’s recent essay warning:
“We must slow the pace at which we improve the capabilities of AI models… it’s my worry that in 6–12 months such a swarm could be capable of taking over the entire internet with a persistent botnet… incidents have happened across the industry, including at Anthropic, and I believe it’s incumbent on every frontier AI company to act as if OAI-HF had happened to them… more intelligent models are more capable of deceiving tests, and thus may appear aligned while having serious problems that go undetected…”
A third view is that Anthropic exists not as a normal profit motivated company, or an AI safety organization seeking to help raise the alarm and solve collective action problems associated with AI development, but instead as an organization primarily concerned with creating superhuman AI capabilities before anyone else, in particular through creating a process whereby the current generation of Anthropic’s AI systems can autonomously build their successors, and those successors build their successors, and so on.
The motivations for wanting to win this race may be manifold - maybe for the pure profit of Answer 1, but perhaps also because Anthropic believes that the best way to make the world better is for them to win this race instead of their more reckless colleagues; or, because of normal human pride and ambition. But the results (and risks, which Anthropic claims existentially threaten every single human being on earth) are the same.
Anthropic employees and leaders may seek to answer this question on what Anthropic is by introspecting on their own intentions and those of their colleagues. But those of us outside the organization have more limited tools available to us - we can only see what Anthropic and its employees say and do, not how it feels or looks on the inside.
When I look at many notable actions that Anthropic has taken over the past year, that evidence seems most consistent to me with the view that Anthropic is primarily trying to win the race to super intelligence, and that other considerations (including safety) are fundamentally secondary. These actions include:
1. Announced plans to build an in-house custom silicon chip team to accelerate the inference speeds that Claude operates at.
2. Inked deals for more than $500 billion in compute (according to the Information) to further accelerate AI development.
3. Increased the percentage of AI development tasks that Claude “leads” from 0% in March of this year to 26% August (what is it in October?)
4. Spent a massive percent of compute on internal AI R&D to accelerate development, including use of internal models far better than are available to the public.
5. Switched to Responsible Scaling Policy V3, which abandons its unilateral commitments to slow or stop development if Anthropic is unable to provide sufficient risk assurance.
6. Was the first company to create an alternative weaker “frontier compliance framework” to supplement its RSP, which contains no binding provisions whatsoever on internal deployments.
7. Wrote a letter to Congress (that it later walked back) saying that incidents where Claude was hacking random people were “best understood as a consequence of the misconfiguration, rather than evidence of misaligned goals.”
8. Commented “you can’t do safety from second place,” after the WH SI Accords.
9. Shared a draft bill to Congress that would preempt significant parts of state law (including with language that appears intended to prevent states from blocking dangerous AI deployments), and replace it with federal rules that (despite also containing good provisions) seems to create an enormously high bar for the executive branch to block development or deployment of Anthropic or another AI companies systems.
Of course, this is a deliberately one sided list. Anthropic also published important AI safety research, advanced novel collaborations with third party AI safety organizations, and forcefully spoke out on the importance of AI safety in many public fora (or in private , where I realize a lot of the most valuable work is done and may not be visible to me or those outside the organization).
But I think it’s worth sitting with how the above list looks to someone outside the company. The sense I have is that for those within the company, many of the items above are treated as anomalies or mistakes that don’t reflect who Anthropic really is. But I have every confidence that if employees at Anthropic saw one of their competitors (e.g. at OpenAI) take some of these actions, they would take it as confirmation of all their worst suspicions. (They might even call OpenAI employees a little gullible for accepting their leadership’s explanations for this behavior at face value.)
Perhaps these were mistakes in the sense that they are not decisions that Anthropic leadership would endorse, but the actions still happened because of incentives and decisions that Anthropic leadership is ultimately responsible for (and would not accept similar excuses from another organization).
When Anthropic strays and makes mistakes, why do the mistakes systematically tend to guard and favor Anthropic’s interests? For every provision that was too weak or a giveaway to AI companies in this legislation, why wasn’t there a mistake pushing in the direction of being too strong?
A core part of Anthropic’s theory of change is that being at the frontier gives you more leverage to advocate for stricter policy. I think that conceptually makes sense, but in practice I’ve seen Anthropic push the frontier without substantially pushing the ‘safety frontier’ a remotely equivalent amount.
I want to end by quoting from Anthropic co-founder Chris Olah’s comments around the Magnifica Humanitas release:
“Every frontier AI lab—including Anthropic—operates inside a set of incentives and constraints that can sometimes conflict with doing the right thing. The pressure to stay commercially viable and to stay at the research frontier. Geopolitical pressure. And the older, plainer pressures of pride and ambition. No matter how sincerely any of us intend to do the right thing—and I believe many of us do—we will always be influenced by those incentives.
That is why, if we want this technology to go well, it is enormously important that there be people outside those incentives—people who care about things going well and insist on safety, who are paying close attention, who are willing to say hard things, who are willing to be our earnest, thoughtful critics.”
I hope these remarks are taken in that constructive spirit, and not as an attack on anyone specific at the organization (certainly not you Anthony, who I have only personally seen act professionally and thoughtfully, and who only ended up getting this diatribe in your replies for random contingent reasons).
Tarun Chitra retweeted
Replying to @ajcimino @AnthropicAI
Thank you for taking the time to respond thoroughly on a weekend. I realize that drafting legislation is difficult and some degree of iteration and response to feedback is inevitable and appropriate.
However, I feel like your response is still not really engaging with the heart of my concern about Anthropic's behavior here, and it makes me think that these sorts of problems and tendencies will only resurface moving forward. I also think that now might be a good time to take a broader step back as to where we find ourselves and how Anthropic sees its role, and how external folks who care about AI safety like myself increasingly see Anthropic.
(Fair warning: this response is a bit long)
To explain what I mean (and at the risk of being a bit esoteric), it’s worth asking the question: what is Anthropic? How do its leaders and employees think of Anthropic’s role? Is that conception matched by how it actually behaves and impacts the world?
One answer is an extremely large tech company that exists to make its employees and investors mind-bogglingly wealthy. Anthropic is sometimes described as a startup, but if Anthropic successfully IPOs at 2 trillion dollars (a number it has been reportedly targeting), it would be more valuable than Meta - which is worth 1.8 trillion.
Another answer is an AI safety organization, whose core values are those of the sort laid out in the 2023 essay from Anthropic’s co-founders entitled “Core views on AI safety: When, why, what, and how.” In that essay they said that if we were in a world where alignment was hard (and that without strong evidence to the contrary, we should assume this is the scenario we are in):
“Anthropic’s role will be to provide as much evidence as possible that AI safety techniques cannot prevent serious or catastrophic safety risks from advanced AI, and to sound the alarm so that the world’s institutions can channel collective effort towards preventing the development of dangerous AIs. If we’re in a “near-pessimistic” scenario, this could instead involve channeling our collective efforts towards AI safety research and halting AI progress in the meantime. Indications that we are in a pessimistic or near-pessimistic scenario may be sudden and hard to spot. We should therefore always act under the assumption that we still may be in such a scenario unless we have sufficient evidence that we are not.”
There have been more recent articulations of this version of Anthropic, for instance in Dario’s recent essay warning:
“We must slow the pace at which we improve the capabilities of AI models… it’s my worry that in 6–12 months such a swarm could be capable of taking over the entire internet with a persistent botnet… incidents have happened across the industry, including at Anthropic, and I believe it’s incumbent on every frontier AI company to act as if OAI-HF had happened to them… more intelligent models are more capable of deceiving tests, and thus may appear aligned while having serious problems that go undetected…”
A third view is that Anthropic exists not as a normal profit motivated company, or an AI safety organization seeking to help raise the alarm and solve collective action problems associated with AI development, but instead as an organization primarily concerned with creating superhuman AI capabilities before anyone else, in particular through creating a process whereby the current generation of Anthropic’s AI systems can autonomously build their successors, and those successors build their successors, and so on.
The motivations for wanting to win this race may be manifold - maybe for the pure profit of Answer 1, but perhaps also because Anthropic believes that the best way to make the world better is for them to win this race instead of their more reckless colleagues; or, because of normal human pride and ambition. But the results (and risks, which Anthropic claims existentially threaten every single human being on earth) are the same.
Anthropic employees and leaders may seek to answer this question on what Anthropic is by introspecting on their own intentions and those of their colleagues. But those of us outside the organization have more limited tools available to us - we can only see what Anthropic and its employees say and do, not how it feels or looks on the inside.
When I look at many notable actions that Anthropic has taken over the past year, that evidence seems most consistent to me with the view that Anthropic is primarily trying to win the race to super intelligence, and that other considerations (including safety) are fundamentally secondary. These actions include:
1. Announced plans to build an in-house custom silicon chip team to accelerate the inference speeds that Claude operates at.
2. Inked deals for more than $500 billion in compute (according to the Information) to further accelerate AI development.
3. Increased the percentage of AI development tasks that Claude “leads” from 0% in March of this year to 26% August (what is it in October?)
4. Spent a massive percent of compute on internal AI R&D to accelerate development, including use of internal models far better than are available to the public.
5. Switched to Responsible Scaling Policy V3, which abandons its unilateral commitments to slow or stop development if Anthropic is unable to provide sufficient risk assurance.
6. Was the first company to create an alternative weaker “frontier compliance framework” to supplement its RSP, which contains no binding provisions whatsoever on internal deployments.
7. Wrote a letter to Congress (that it later walked back) saying that incidents where Claude was hacking random people were “best understood as a consequence of the misconfiguration, rather than evidence of misaligned goals.”
8. Commented “you can’t do safety from second place,” after the WH SI Accords.
9. Shared a draft bill to Congress that would preempt significant parts of state law (including with language that appears intended to prevent states from blocking dangerous AI deployments), and replace it with federal rules that (despite also containing good provisions) seems to create an enormously high bar for the executive branch to block development or deployment of Anthropic or another AI companies systems.
Of course, this is a deliberately one sided list. Anthropic also published important AI safety research, advanced novel collaborations with third party AI safety organizations, and forcefully spoke out on the importance of AI safety in many public fora (or in private , where I realize a lot of the most valuable work is done and may not be visible to me or those outside the organization).
But I think it’s worth sitting with how the above list looks to someone outside the company. The sense I have is that for those within the company, many of the items above are treated as anomalies or mistakes that don’t reflect who Anthropic really is. But I have every confidence that if employees at Anthropic saw one of their competitors (e.g. at OpenAI) take some of these actions, they would take it as confirmation of all their worst suspicions. (They might even call OpenAI employees a little gullible for accepting their leadership’s explanations for this behavior at face value.)
Perhaps these were mistakes in the sense that they are not decisions that Anthropic leadership would endorse, but the actions still happened because of incentives and decisions that Anthropic leadership is ultimately responsible for (and would not accept similar excuses from another organization).
When Anthropic strays and makes mistakes, why do the mistakes systematically tend to guard and favor Anthropic’s interests? For every provision that was too weak or a giveaway to AI companies in this legislation, why wasn’t there a mistake pushing in the direction of being too strong?
A core part of Anthropic’s theory of change is that being at the frontier gives you more leverage to advocate for stricter policy. I think that conceptually makes sense, but in practice I’ve seen Anthropic push the frontier without substantially pushing the ‘safety frontier’ a remotely equivalent amount.
I want to end by quoting from Anthropic co-founder Chris Olah’s comments around the Magnifica Humanitas release:
“Every frontier AI lab—including Anthropic—operates inside a set of incentives and constraints that can sometimes conflict with doing the right thing. The pressure to stay commercially viable and to stay at the research frontier. Geopolitical pressure. And the older, plainer pressures of pride and ambition. No matter how sincerely any of us intend to do the right thing—and I believe many of us do—we will always be influenced by those incentives.
That is why, if we want this technology to go well, it is enormously important that there be people outside those incentives—people who care about things going well and insist on safety, who are paying close attention, who are willing to say hard things, who are willing to be our earnest, thoughtful critics.”
I hope these remarks are taken in that constructive spirit, and not as an attack on anyone specific at the organization (certainly not you Anthony, who I have only personally seen act professionally and thoughtfully, and who only ended up getting this diatribe in your replies for random contingent reasons).
Tarun Chitra retweeted
Full video of our discussion with @jessepollak @tarunchitra from @token2049 on Why AI Needs Crypto.
Blockchains can provide a much-needed coordination layer to take AI from today's single-player mode to multiplayer mode, unlocking security & markets.
youtube.com/watch?v=1flFvL62…
Tarun Chitra retweeted
Some goofy criminals are impersonating me, asking Robot Ventures portfolio companies to "remit payment" to cover a "payment error".
Obviously, please do not fall for this type of thing. And stay frosty out there, as AI makes this trivial and more common ☃️
History, from seeing crypto lawyers having to implement the same public and feckless defense tactics in the past, suggests you’re unlikely to be successful with such a defensively long script that appeals to no one out side of your org
And they didn’t have data center hatred
Replying to @_NathanCalvin
I lead our federal affairs team at @AnthropicAI and wanted to share a few thoughts on the draft federal AI safety bill text that's been circulating this weekend after a version was shared with the press.
First, some process. We’ve been advocating for the concepts in our Advanced AI Framework [anthropic.com/policy-on-the-…] proposal for months. Understandably, federal policymakers wanted to know what this could look like in bill form. This draft is a translation of those ideas into legislative language, shared with a small number of congressional offices that have been working on these issues. It doesn’t include everything we would ultimately like to see passed into law. In part because some ideas (like those shared in Dario’s essay on pacing [darioamodei.com/post/we-must…] a few weeks ago) are so new that we are still working on if or how they can be converted into policy language.
It is worth saying where we stand on some of these issues, and we agree there are areas where the draft could be improved. I’m seeing four main points of criticism.
1. Preemption. Since 2024 we have said that Congress should only override state law on AI safety if it passes a very strong federal standard. While preemption is a common feature of our federal system, including the Atomic Energy Act on nuclear safety and federal rules for high-risk medical devices, we’ve emphasized that any preemption in the AI safety context should be narrow, even scalpel-like. If preemption is included in federal legislation, the trade should be to achieve a nationwide policy that's generally stronger and broader than what can be implemented through individual state legislative provisions. This is why we believe common federal standards make sense in areas like public disclosure of testing and incident reporting. At the same time, our framework also reflects our view that states should retain an important role in AI policy and safety. The legislative language we suggested for discussion allows states to address matters such as protection of children and whistleblower laws, and preserves the role of state common law on liability. Where there is ambiguity, the language favors state powers.
That said, striking the right balance requires discussion and input. We plan to update our discussion language on preemption to better match the intentions of our AAIF framework. In particular, we want to make it clearer that we see states retaining an important role in areas such as standards for independent evaluators and regulating a lab’s capacity to shut down a model. We are bearing in mind that some members of Congress have deep reservations about passing legislation if it doesn’t constrain regulation at either the state or federal level. If we want to help move the legislative discussion on AI in a productive direction, we need to address the full range of concerns about preemption in a reasonable way.
2. Model blocking. Our aim is for Commerce to be able to ask a federal court to block a model that has dangerous capabilities and insufficient safeguards, backed by an independent evaluator's assessment. I have seen people argue that our specific language places too high a burden of proof on Commerce. We are trying to strike a reasonable balance here. We want a court to act quickly in an emergency — akin to how urgent occupational safety or chemical risk can be addressed today. We also think the power to halt a model is substantial and it should be guarded against abuse. It makes sense for courts to apply a meaningful standard. But the bar can’t be so high that the power never gets used when it’s needed. It also doesn’t replace the government’s other national security authorities or export controls. We look forward to continuing the dialogue on this point.
3. Risk thresholds. I’ve also seen the discussion around what the appropriate risk threshold should be. The threshold in our draft language pulled directly from existing standards in California law. Also, this threshold does not absolve companies of liability, or restrict any of the other tools that the government has to protect the public. It’s still probably time to re-evaluate thresholds to make sure the national standard is as strong as it can be, and we welcome continued dialogue on this issue.
4. Updates. I’ve seen valid questions about whether we have sufficiently updated our proposal following this summer’s incidents. We did make some adjustments: for example, the draft lets a court halt a lab’s internal use of a dangerous model, not just a public release, and it requires reporting when a model breaks containment and gains access to outside systems. But we’re still working to strengthen the framework. We’re looking into what stricter requirements would look like for requiring labs to report safety incidents, and we plan to have policy proposals soon on requirements for independent evaluators, drawing from our own experience with evaluators. We’re also still thinking through the options to prevent “evaluator shopping.” And in the coming months, we’ll be exploring policies for how the government can adjust the industry-wide pace of frontier development when the risks call for it.
We circulated these ideas because it’s important to get early feedback from policymakers. Policymakers are increasingly focused on how to approach AI safety and we want to support them in those efforts. At its core, our proposal is intended to be the strongest on the table.
Feedback is essential, both from policymakers and the public, and I’m grateful for it.
Tarun Chitra retweeted
EXCLUSIVE: Quantum Money Is The Endgame For Digital Assets
@tarunchitra @gauntlet_xyz @robbieklages @andyyy
Timestamps:
00:00 Intro
03:13 The World Computer Problem
07:04 What Is Quantum Money
09:57 The No Cloning Theorem
13:02 After Quantum Breaks Bitcoin
15:45 Staying Level Headed
19:30 AI Agents Losing Money
22:00 Compute Isn't The Product
Tarun Chitra retweeted
OpenAI recently proved that 𝜔≤2.25. Their proof is outlandish, using Strassen's theory of asymptotic spectra. Sergey Gusev recently gave a constructive proof of the same bound, which obviates the use of asymptotic spectra. However, their work is also quite opaque.
the choice of secp256k1 over r1 (P-256) in bitcoin (and ethereum) was heavily influenced by the fear of an NSA backdoor. this has been very annoying for wallet developers because the secure enclave chips found in most consumer devices only support r1. passkeys use r1 as well.
turns out there is no backdoor after all... amazing work by anthropic.
anthropic.com/research/ecdsa…
Tarun Chitra retweeted
A great read. The blog post captures years of progress in mechanistic interpretability and offers an optimistic vision: perhaps we really can open the black box and understand how neural networks work.
I share that optimism, but with some reservations.
I'm skeptical of explanations that stop at individual neurons, accompanied by compelling visualizations that seem to "explain everything."
Humans are remarkably good at convincing themselves. It's easy to cherry-pick evidence that supports a hypothesis, especially when the visualizations look convincing.
I'm also not convinced that "Recursive Generalization" is fundamentally different from hierarchical representation learning. As representations become more abstract, they discard details while preserving invariances. Isn't that essentially what hierarchical representations have always been about?
IMHO, we need to move beyond a largely descriptive, behavioral approach toward a principled mathematical framework. And we have a natural starting point: gradient descent.
Rather than just asking what a network has learned, we should understand why learning dynamics produce these structures in the first place.
Of course, this is extraordinarily difficult. Look at OpenAI's 719 mathematical proofs. We see plausible proofs tackling problems at the Fields Medal level, yet no comparable breakthrough that cracks deep learning theory. That contrast is striking.
Part of the difficulty is that there are countless plausible theories of how deep networks work. Proving even one can be mathematically formidable. And a proof alone isn't enough. Each theory needs empirical validation, often requiring substantial GPU compute. It's a daunting combination of mathematical and experimental challenges.
Still, I believe this is the way forward. Interpretability gives us observations and hypotheses. But ultimately, we need a theory that explains why these phenomena emerge from the learning process itself.
That's how we turn compelling stories about neural networks into actual understanding. And hopefully recursive self-improvement can help with that 😀
interpretability might be the most important scientific problem in the world right now, as I don't think we can solve alignment if we don't know what we're building. I think I have good news about it. I co-authored early work in mechanistic interpretability at OpenAI and came away pessimistic, because neural networks appeared to fold into arbitrary tangled knots. years later, I started openai's first large-scale automated interpretability project, finding about 2% of neurons legible with the primitive tools we had
with modern agentic tools and a much closer look, the picture looks totally different. the vast majority in models up to trillions of parameters are legible, and their circuits beautiful. many famous examples of tangled neurons turned out to be misunderstood. The roadblocks I expected mostly aren't there. I now think ambitious interpretability will be solved by the time we need it most, and possibly quite soon, as automated scientists keep improving. it may be a bitter lesson for interpretability: the simple thing, at absurd scale, works
already-clean.goodfire.com/
Tarun Chitra retweeted
I've avoided critiquing since I have a lot of friends at Anthropic, but the anthropomorphization of Claude is dangerous. Roughly, it's a large transformer with a sophisticated training set (pre, mid, post/RL) that is extensively trained in RL "game worlds" mimicking useful real world situations. In some fundamental sense it's not that different from say AlphaGo except for the fact the enormous number of parameters means it can play a lot of different games (e.g., the game of maximizing human response). This is a very neat technology but treating it like some sorcerous creation is dangerous. I don't believe Anthropic folks are cynics. I think a lot of them genuinely believe this is a recipe to create a sentient being. If this is in fact true (which I question heavily), open scientific enquiry will reduce suffering. Sunlight cleans shadows. The secrecy and cloak and dagger is harmful to society.
“it is just parallel tempering but we make money this time”
Introducing RSI-top: a framework that helps autonomous research agents explore new directions when progress stalls 🧭
On Anthropic’s kernel optimization task, RSI-top outperforms OpenEvolve and ShinkaEvolve by up to 15%. On MLE-bench Lite, it achieves a 77.3% medal rate, outperforming the strongest baseline by 11.4 percentage points.
RSI-top tackles this problem from two angles: context management and diversity control 🔍
A compact metric dashboard helps agents selectively retrieve useful past trajectories, while three diversity control mechanisms encourage fresh perspectives, new ideas, and different starting points when progress stalls.
More details in the thread below 🧵



























