rejoice, the streetlights burn brighter than stars.

san francisco
Joined January 2021
Very often, I spend an afternoon with a friend that I’ve not seen in many years, and I’m incredibly surprised by this sense that personality growth is real and even the default. Like there’s a marked change that happens quite often in their 20s, where people seem to step-change to become more mellow, personable, happier, calmer. Kinda more well-rounded, more in their element. A lot of their sharpest edges & most grating traits sanded down. Many of the more neurotic ones seemingly lost a lot of neuroticism along the way. On reflection, this seems to be true for >80% of the friends I’ve known for over 5 years. This really didn’t have to be the median personality gradient, and I’m quite heartened & grateful that it is.
2
52
6,411
no more warning shots :(
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…
1
1
32
1,427
grapefruit juice: 8 oz orange juice, 1.5 oz gin, 0.75 oz campari
1
4
347
Okay I do have to say riding in Waymos in SF is actually a peak experience. I love these things. Plays your own Spotify music while you cruise around marvelling at the amount of engineering packed into this thing. Wild and beautiful.
12
1
120
6,657
very tickled by this chinese Brighter Lamp ripoff, which: a) uses the phrase "Brightest Lamp" in its listing b) only half-heartedly copies the multiple floor lamps gag from the Brighter Lamp launch video. would be funnier if they shot-for-shot remade the ad tbh
3
21
4,744
i sent someone a long, human-written PR review, with a preface that it was human written. he asked me irl a few hours later what model i generated the review with 🤠🔫
1
31
769
i’d really like some means of continuous low-friction pangram attestation. (cc: @max_spero_ @pangram) two core problems: a) my work content definitely cannot be uploaded to pangram (ideally on-prem, maybe just ZDR) b) actually per-message/document running pangram is silly, I just need GH/Slack/Notion integration i think if there was an OSS pangram model i could just skunkworks an internal prototype. but getting us to procure enterprise pangram access prolly sucks (how do i get buy in?)
1
9
309
one must appreciate that: a) money as an incentive signal is good, this is what makes capitalism work b) much of capitalism works in commodity-ish markets with brutal competition and no moats, and this is good! im very sympathetic to OP not wanting to work in that realm. i don't want to either! you're doing it to maximize $, so are your competitors, there's no counterfactual impact of your work really, but squeezing the market to produce what it does a little more efficiently. this is Thiel's "competition is for losers", right. even if you're momentarily making a lot of money, you're only really able to hire & work with mercenaries, it's just very uncompelling as a way to spend your life to me. i get why you would feel that it's unfortunate that YC-sphere becomes this more, and I do agree that that's the case. data companies & agent sandboxes etc, and just in general realms where there's 10s to 100s of young companies attempting undifferentiated things, feel like this. closer to moatless competitive markets than to the tech companies of yore. but - I think OP is wrong to call this "late-stage capitalism" or imply it's harmful - this is just what capitalism is like - and perhaps even what makes it good! what do you think it's like running a successful factory in China? you probably don't have this long-lived moat, no you're just grinding & finding operational edge. the economy is probably quite glad for the data companies & sandbox companies - there's immense demand for data, and wow myriad companies have just *appeared* to elastically fill that! awesome - thanks capitalism. it's reasonable to elect to not work at a company like this, and recommend your friends don't either. but, don't confuse the fact that life is often nicer in a company with moats & a broad swimlane to think & grow for a moral case against companies that fight in competitive commodity-ish markets.
things like this happen more when: 1) money is the only mission, and there is no real purpose to your startup except personal wealth (this ironically caps your upside) 2) you have no real differentiation or moat (including pure execution velocity), so you have to cut corners to look like you're winning these things are positively correlated with late stage capitalism and short-termism, and negative correlated with world-changing and asymmetric returns
1
16
551
there's now a very liquid data market - ie: lots of vendors selling varied pretraining data & RL environments. what % of model capabilities advances (eg: Opus 5.5 being surprisingly good at vision & computer use), is downstream of this? (vs algorithmic improvements or scale)
4
1
24
703
wow
Introducing Demonstration House 2. Our first home built with our completely redesigned building system, engineered for automated manufacturing and rapid assembly. Demo 2 – Proto Town, TX - 2 Bed - 1.5 Bath - 1 Office nook - 1,100 sqft How we got here... 🧵
2
6
540
Good post, Kelsey is incredible at conveying nuance.
Anthropic has made a lot of costly sacrifices out of conviction. At the same time, I have found the cynical view of Anthropic outperforming the optimistic view, in many ways, over the last year, when I try to predict what the company will do. You would do poorly to model Anthropic as only caring about its stock price. That's clearly wrong! But the costly sacrifices are mostly for things - China, biosecurity - that Dario is personally highly motivated by, and it's much less clear which costly sacrifices have been made on behalf of "humanity not losing control to AI" or "crucial decisions about the fate of humankind being made by everybody, even at the cost of them being made less well-according-to-leadership". Takeover in particular is something Dario seems less worried about than many of his employees. But the employees who are more worried than him about losing control have great confidence he'll make strategic sacrifices for this goal, on the strength of the sacrifices he's made for goals he seems much more convinced are a real problem. As for crucial decisions being made by everybody - Anthropic has made some efforts at this. But because making this happen would be insanely difficult, for Anthropic to actually achieve it they'd have to make truly heroic efforts at it, instead of distracted and cross-pressured ones. When Anthropic was founded, its creators took for granted that they should not be trusted alone with - that no one should be trusted alone with - the power that building a superintelligence would imply. But everyone has a plan until you get punched in the face. Their rapid growth and especially this year’s events seem to have shaped Anthropic in a more defensive, less pluralistic, less liberal direction, which scares me given that it also has brought them a lot closer to AGI. The recent safety bill was really reflective of this. It does not suggest a company that is trying to get policymakers to make the decisions Anthropic's technical staff think are coming up. It kind of suggests a company that thinks the best thing that can be hoped for from the executive is that it enforce the export controls and not get in the way. A lot of people don't seem to even want Congress to pass a bill! And like, frequently that is the best thing that can be hoped for from Congress, yet - I think that the typical person in Anthropic still regards themselves as having a lot of duties to all of humanity, to liberal and pluralistic institutions, etc. But almost every effort that Anthropic originally made to set hard constraints to which they are subject (rather than being subject mostly to their best judgment), they have subsequently come to regret as ill-conceived, and while they could have replaced them with better-conceived hard constraints, they haven't. They've largely replaced them with something that rests on their judgment more. (I think the embedded evaluators are a counterexample and I am glad of them.) The gap between the capabilities of models used internally and publicly seems to me to be growing (I think it should ideally be as close as possible to zero). Anthropic does not, broadly, seem to me to have good institutional governance - guarantees that allow its auditors independence, strong contractual protections for its workers (I'd like them to be able to go on strike if they thought it was a good idea, honestly). Incident reporting is happening on a best-judgment basis. And you can be like, that's because this is all insane and happening really fast and we're doing our best! And yeah, the thing that needs to happen is very difficult. But it does still need to happen and it doesn't look like Anthropic's on track to do it. And it's also not fully clear that Anthropic leadership agrees with me that there's a real issue here. No external criticism is every very convincing, right, when you have secret information and a set of factual beliefs that everyone else thinks are insane. I have more context on Anthropic than almost anyone and yet I cannot phrase my worries about Anthropic in a way that rings true to the people who work there - perhaps because I am wrong, or perhaps because they are very busy and very tired and do very little other than work, which creates conditions where it is hard for people to communicate, or learn, or change their minds, or reconstruct this flawed and mangled criticism into a form that would resonate like this one does not. But man, I think that the admirable sacrifices Anthropic has made in a few areas it really believes in (bio, China) do not reassure me it'll do the extremely hard work to get things right in a few other areas that it seems to have a lot more internal or leadership disagreement about (alignment, takeover, disempowerment). And so I don't expect things to go well.
8
418
you should estimate the negative externality per disordered homeless person in San Francisco. my median estimate is above $1,000,000/y. my quick estimates go as follows: - ~$50k/y if you count “direct spending on homelessness” (divide budgeted dollars by 8k homeless people) - ~$200k/y is my quick estimate wrt overconsumption of other services (emergency services, medical subsidy, libraries acting as de-facto day shelters, market st buses effectively only serving homeless and the very poor) - (would be cool to more rigorously do overconsumption math, i think it’s tricky since much harm comes from rivalrous consumption, ie: citizens are disinclined to use certain libraries and buses due to usage) - but, when you consider sf as a city with a $300b/y gdp, you should estimate the cost of suppression of rents and business in several key corridors (market st, tenderloin, soma, union sq) as much higher - a 3% GDP suppression over 8k homeless people is $1M/y (!!) - higher estimates come from expecting 70+% of the point in time homeless people to not be severely disordered, ie: maybe just 1k of 8k homeless lead to most of the externality - it’s also not unreasonable to expect a much higher than 2% GDP or citizen quality of life suppression (~10%? more?) - you easily end up with >$10M/y/m case of severe or visible homelessness here. ——————— this frame gives me a lot to think about wrt libertarian-ish philosophy for harsh anti-homeless policy. like in austin: - there are well known illegal gambling parlors overlooked, illegal weed shops & vapes, gambling ads abound - but homelessness is super harshly enforced how do you reconcile? one consistent frame is “free by default with enforcement proportional to externality inflicted” reasonable sympathetic case that: homeless people are having a bad time, enforcement is rather harsh, we don’t have coherent solutions, we shouldn’t be gleefully cruel. but ultimately, one must decide that the externality one is allowed to inflict due to having a bad time is bounded at say only $100k/y or so.
2
48
2,193
@VivaLaPanda notes that i’m smuggling in an assumption i’ve just pulled out of nowhere - using the “3% gdp depression”. 3% is a big number, i have no evidence, sf revenue is tech driven and inelastic to market st foot traffic. I think I do still stand by that as an assumption (i.e. intermediated by suppression of employees living here, companies formed here) - but yeah it’d be useful to substantiate and ground if one were to flesh this out. One issue is it might just be hard to evaluate this sort of counterfactual in any reasonable way.
7
138
huh Twitter ads in austin
2
152
also: visiting more US cities has convinced me that the food scene in SF is not supernormal at all (at least in the $20-80 pp range, and for my objective function), and basically at replacement for a city it’s size. sad.
Replying to @__venki__
i do think visiting more US cities this year has just blackpilled me on SF more and more mostly this sense of anomalously atrophied or captured state vs many other us cities my friends, tech, ai are there though i guess, so i will remain
3
1
1
27
3,579
i’m at austin public library main branch, and it’s so nice! it feels like such an important piece of downtown, has a rooftop with great views of downtown. vs sfpl main branch which just absolutely sucks and austin spends ~1/3x as much as sf per capita on the library system
Abolish libraries: San Francisco spends $47/visit. It would literally be cheaper for the city to buy everyone books individually
1
24
719
i do think visiting more US cities this year has just blackpilled me on SF more and more mostly this sense of anomalously atrophied or captured state vs many other us cities my friends, tech, ai are there though i guess, so i will remain
1
1
16
1,221
good piece! useful takes about: a) college wage premium is even higher when you get the right counterfactual b) touted high paid blue collar jobs are often a very cherry-picked, unrepresentative comparator c) disability, both sudden and gradual are a significant unpriced cost
Skilled trades are frequently thought of as a route out of poverty. But trades workers tell a different story. @JesseTayRiver, a contractor who works in home remodeling, explains:
1
10
549
just rode in a Cybercab (the 2 seater robotaxi), and it was great!! positive bits: - the falcon wing doors are very cool, esp opening & closing them via the app - the interior just feels very much like the next stage of transportation: very little stuff, nice huge view of the road in front of you, lots of leg room - waymo has bits of this, but it really does feel like in terms of car interior, robotaxi:waymo::waymo:avg uber negative bits: - really big screen, kinda occludes the nice view of the road in front of you - the screen ux looks a lot more cluttered: clearly ported from tesla ux vs purpose built à la waymo - the render of “what the car sees” is very janky relative to waymo, road lines wiggling, cars jumping in and out - in general, the waymo has really pleasant sound design etc too, that this car misses imo - car being lower to the ground means less smooth driving than waymo in general, i feel like smth like robotaxi car form factor + waymo software ux stack would be the best of all worlds. (except mayybe a bigger car for smoother driving?) they’re both still really great though, and i’m pretty excited for what the next steps in self driving bring
4
10
572