
Researching how tech impacts our world, from big geopolitics to our small daily lives. @BayAreaEconomy and @Oxford's MPhil in International Relations
San Fransisco
Joined July 2012
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Authenticity pays off in the long run.
I won't let AI write my sentences here. I think I’d rather be wrong more often, post less with more typos, and lose out on notification dopamine... than outsource my thinking; the upside is I learn more in struggling through the process.
Max Bessler retweeted
The evidence is piling up by the hour at this point: the way that the Department of Commerce is administering and enforcing export controls related to AI chips is either historically incompetent or willfully negligent. This can’t continue.
New: Trump administration cleared Nvidia H200 chips to Chinese firms with empty offices and military ties nytimes.com/2026/11/07/busin…
Max Bessler retweeted
I encourage those at frontier AI companies to read this quote, from Ellsberg to Kissinger back in 1968:
“Henry, there’s something I would like to tell you, for what it’s worth, something I wish I had been told years ago. You’ve been a consultant for a long time, and you’ve dealt a great deal with top secret information. But you’re about to receive a whole slew of special clearances, maybe fifteen or twenty of them, that are higher than top secret."
“I’ve had a number of these myself, and I’ve known other people who have just acquired them, and I have a pretty good sense of what the effects of receiving these clearances are on a person who didn’t previously know they even existed. And the effects of reading the information that they will make available to you."
“First, you’ll be exhilarated by some of this new information, and by having it all — so much! incredible! — suddenly available to you. But second, almost as fast, you will feel like a fool for having studied, written, talked about these subjects, criticized and analyzed decisions made by presidents for years without having known of the existence of all this information, which presidents and others had and you didn’t, and which must have influenced their decisions in ways you couldn’t even guess. In particular, you’ll feel foolish for having literally rubbed shoulders for over a decade with some officials and consultants who did have access to all this information you didn’t know about and didn’t know they had, and you’ll be stunned that they kept that secret from you so well."
“You will feel like a fool, and that will last for about two weeks. Then, after you’ve started reading all this daily intelligence input and become used to using what amounts to whole libraries of hidden information, which is much more closely held than mere top secret data, you will forget there ever was a time when you didn’t have it, and you’ll be aware only of the fact that you have it now and most others don’t….and that all those other people are fools."
“Over a longer period of time — not too long, but a matter of two or three years — you’ll eventually become aware of the limitations of this information. There is a great deal that it doesn’t tell you, it’s often inaccurate, and it can lead you astray just as much as the New York Times can. But that takes a while to learn."
“In the meantime it will have become very hard for you to learn from anybody who doesn’t have these clearances. Because you’ll be thinking as you listen to them: ‘What would this man be telling me if he knew what I know? Would he be giving me the same advice, or would it totally change his predictions and recommendations?’ And that mental exercise is so torturous that after a while you give it up and just stop listening. I’ve seen this with my superiors, my colleagues….and with myself."
“You will deal with a person who doesn’t have those clearances only from the point of view of what you want him to believe and what impression you want him to go away with, since you’ll have to lie carefully to him about what you know. In effect, you will have to manipulate him. You’ll give up trying to assess what he has to say. The danger is, you’ll become something like a moron. You’ll become incapable of learning from most people in the world, no matter how much experience they may have in their particular areas that may be much greater than yours.”
"….Kissinger hadn’t interrupted this long warning. As I’ve said, he could be a good listener, and he listened soberly. He seemed to understand that it was heartfelt, and he didn’t take it as patronizing, as I’d feared. But I knew it was too soon for him to appreciate fully what I was saying. He didn’t have the clearances yet."
Max Bessler retweeted
🚨Reuters EXCLUSIVE: About 600,000 Nvidia H200 AI chips are STUCK in Hong Kong as Beijing withholds approval for large-scale imports into China, even as its tech giants need more compute.
An eight-chip H200 server now costs over $900,000 on China's unofficial market, roughly TRIPLE its price a year ago.
Max Bessler retweeted
In my 20’s, I used to work on Wall Street.
People my age now (45) said they were working 70, 80, 90 hours a week for their families…but all their families actually wanted was their presence.
They didn’t understand why their families resented how much they worked when they lived in a nice house, and their kids went to private schools.
It was just the world we all lived in. We knew nothing else.
I decided early in my startup journey that wasn’t going to be me.
My co-founders and I have always had a policy of quitting at 5 or 5:30.
By that, I mean:
> Shut off my laptop
> No more work talk
> Go home to my family
Frequently I’m out even earlier - 3-5, depending on whether I want to do something with the kids.
I rarely travel for work and don’t entertain for work.
My family life gives me energy for my work.
My work gives me energy for my family life.
I'm trying to stay not burnt out and excited about this for several decades.
Can every founder choose this?
Maybe not everybody, but more people have the choice than realize they do.
There is great reward that comes from designing a business around the life you want.
Max Bessler retweeted
The Limits of AI as an Economic Weapon
A market divided between premium U.S. models and cheap, open-weight Chinese AI could deny the U.S. one of its best tools for economic coercion.
Read the new article by @MaxBessler (link below):
Max Bessler retweeted
The US-China AI capabilities gap has grown back to nearly 8 months, after a minimum of just over 2 months between GPT o1 and DeepSeek R1, as measured by the @EpochAIResearch Capabilities Index (ECI).
My calculation w/Claude based on ECI data as of today.
cc: @Afinetheorem
Max Bessler retweeted
Still blows my mind someone at Google would of came up with the idea of Google Maps / Google Earth
Then suggested that they drive down every road on the planet and take pictures of it
And then they actually went and did it
Max Bessler retweeted
If it’s true that China has switched to distilling from OpenAI models because OpenAI hasn’t implemented as strong anti-distillation countermeasures as Anthropic has, then OpenAI and Google should implement comparable measures to Anthropic’s. If the government needs to give the AI labs a narrow anti-trust waiver to allow them to coordinate on this specific problem set to allow that to happen, it should do so. This seems like it would be in all the companies’ interests.
It would actually be a really good news story if Anthropic’s anti-distillation measures are working! At the beginning of this year, it was not at all obvious whether US labs could make it substantially harder for Chinese labs to distill US models simply by implementing stronger internal policies and security measures. But the US ability to defend against distillation attacks will be defined by the frontier lab with the weakest anti-distillation policy, not the strongest one.
SITUATION EXPLAINED: Anthropic cut off Chinese labs from distilling Claude, so they reportedly switched to OpenAI's GPT-6 Astra.
• Moonshot's Kimi K3.1 Pro and DeepSeek's V4.1-Flash 1017, both released this month, were reportedly trained on Astra's outputs, and neither lab has commented
• Distillation means training a smaller "student" model to copy a stronger "teacher" model's answers, and it works through a normal API without the teacher's weights
• In February, Anthropic said DeepSeek, Moonshot and MiniMax used about 24,000 fake accounts to run over 16 million chats with Claude
• Distillers mostly want Claude's step-by-step reasoning, and in Anthropic's own test, a model trained on it scored 80.4% on a coding benchmark vs 71.8% when trained on summaries
• Anthropic now hides that reasoning from distillers and bans their accounts, often within 2 hours of a campaign starting
• Anthropic reportedly told investors distillation made up 5% to 7% of its revenue, and it's walking away from that money to shut it down
• OpenAI said in September that it traced a distillation campaign that began in July to people linked to Moonshot
@theojaffee: "It's not all distillation. I think there's a little bit of cope going on here. They genuinely have amazing talent. They're genuinely able to work very well with very limited resources compared to what US labs have in terms of compute."
Max Bessler retweeted
Anthropic has filed an S-1 registration statement with the SEC related to its proposed IPO.
Read more: anthropic.com/news/s1-sec
Legal disclaimer: A registration statement relating to these securities has been filed with the SEC but has not yet become effective. These securities may not be sold, nor may offers to buy be accepted, prior to the time the registration statement becomes effective. This post does not constitute an offer to sell or the solicitation of an offer to buy these securities, nor shall there be any sale of these securities in any state or jurisdiction in which such offer, solicitation or sale would be unlawful prior to registration or qualification under the securities laws of any such state or jurisdiction.
Max Bessler retweeted
kierkegaard şöyle diyor: “neyi seçersen seç pişman olursun. çünkü sorun tercihlerinde değil yaşanmamış bir hayatı romantize etmendir. gidilmemiş bir yol her daim cazibeli ve gizemlidir. mesele en doğru seçimi yapman değil, hangi pişmanlıkla yaşayacağını seçip karar vermendir.”
Max Bessler retweeted
How Demis Hassabis talks about doing your best… Its really something extraordinary and resonates with me





































