Co-Founder @Protocol_Wealth | Views are my own. Not investment or tax advice.

Joined April 2009
I've been dogfooding "skill-diet", a skill for slimming down agent skills and keeping them correct. most skills load far more text than a task needs, and some parts often go stale. it also gets worse over time as AI updates skills. skill-diet cuts what the model already does without being told, moves rarely needed detail into files it only reads when needed, and fixes what no longer matches the tool. then it runs the same tasks with the old skill, the new one and no skill, and keeps the new one only if agents do at least as well. on my own skills: 70–80% fewer tokens, same results. github.com/nicobailon/skill-…
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Many of you don't understand how serious this is, so let me break it down. In computer science there is a famous kind of puzzle called 3-SAT. You are given a long list of yes-or-no switches and a set of rules about how they must be arranged, and you have to find a combination that satisfies every rule. The obvious way to solve it is to try every combination, but each new switch doubles the number of possibilities, so a puzzle with a few hundred switches would take longer than the age of the universe to brute force. For decades, the smartest people in the field found clever tricks that made this a little faster, but every trick still hit the same wall: the time required kept exploding as the puzzle grew. About 25 years ago, two computer scientists, Russell Impagliazzo and Ramamohan Paturi, working with Francis Zane, turned that wall into a formal idea. They proposed the Exponential Time Hypothesis, which says this explosion is not a failure of human cleverness but a law of nature. No algorithm, however brilliant, will ever solve 3-SAT without the time blowing up exponentially. Nobody could prove it, but almost everyone believed it, and it became one of the foundations of modern computer science. Researchers used it as a measuring stick. If you could show that solving some other problem quickly would also crack 3-SAT quickly, you had shown that problem was hopelessly hard too. Hundreds of papers, across scheduling, graphs, logic and much more, rest on this one assumption. Now an internal AI model at OpenAI claims to have broken it. It says it found an algorithm that solves these puzzles meaningfully faster than the hypothesis allows, and it has checked the proof in a computer verification system called Lean. And here is the remarkable part: the very people who proposed the hypothesis, Impagliazzo and Paturi, along with MIT's Ryan Williams, are now leading the public review of whether a machine has disproved their own idea. So what happens next? If the disproof holds, a large part of theoretical computer science has to be revisited. Every result that said "this problem cannot be solved faster, assuming ETH" loses its foundation, and researchers will have to work out which of those walls were real and which were simply where we stopped looking. It does not mean everything becomes easy. The new algorithm is still slow in absolute terms and this is not the famous P versus NP problem being solved. But it means our map of what is possible was wrong in a place we were very confident about, and it was an AI that redrew it. If the disproof fails, the hypothesis survives and the field breathes out, but we will still have watched an AI produce serious, checkable work on one of the deepest questions in the discipline, closely enough that the founders of the idea had to take it seriously. Either way, something has shifted.
An internal model at OpenAI has produced a claimed refutation of ETH! Russell Impagliazzo, Mohan Paturi, and I have been asked to help organize an open and independent examination of this claim. 1/4
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Remember a few weeks ago when I said people would simply Vibecode their own games and you guys didn’t believe me? Well Google made a whole game engine you can prompt while playing Gaps between player and creator is gone. If Google makes this multiplayer, that kills steam, unity, unreal, PlayStation, Xbox, Nintendo, & Roblox all in one. I genuinely don’t think the games industry will survive in its current form. Will undergo dramatic restructuring, similar to how newspapers & journalism has changed due to the internet and social media. Games won’t go away. Creativity won’t go away. But games industry is toast. Influencers & MMO community based vibecoding game building is about to eat it.
Had early access to Genie 4 from @GoogleDeepMind. This is a fully generated, interactive world from a single starting prompt (environment + character) 🤯 Feels like a massive step forward - you can now prompt to change the world and interact with it. With native audio!
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apparently 4 is the new 256-bit security standard. eMudhra walked so GoAhead could crawl. 😭😭
Announcing 3 Critical vulns for hundreds of millions of IoT, Firewalls, OT, and Military devices including: Palo Alto Networks, Comcast, D-Link, HP, Canon, Honeywell, GE, Oracle, Siemens, Rockwell, Digi, Lockheed Martin, Boeing... The vulns are with GoAhead Web Server which is a backend library used by these devices. There's a patch available from GoAhead but that doesn't mean there's a patch available for the devices yet -- that's up to the manufacturer. - TLS traffic over DHE ciphers have a 1-byte secret, "04", meaning anyone can decrypt connections to these devices and steal login credentials and session tokens if the client negotiated with DHE ciphers like the latest TLS_DHE_RSA_WITH_CHACHA20_POLY1305_SHA256, which is extremely likely. - LibreSSL mTLS has been completely bypassed, meaning anyone can connect over mTLS. If you have one of these devices listening on the internet and are expecting mTLS to protect it from attackers, take it offline or patch asap. - OpenSSL Certificate Revocation Lists (CRLs) are not enforced, meaning if a user device is stolen or compromised, and you revoke that mTLS cert, nothing actually happens. There are a lot of other attacks this can be used for. These are critical because these types of devices run our world. Water systems, electricity, military, firewalls, critical infrastructure. foxio.io/blog/choose-your-ba…
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Speeding up Gemma! Gemini 4 Argon enabled a 2.85x speedup on an A100 via vLLM, jumping from ~37,900 to 108,000+ tokens/sec on gemma-4-E2B-it. ✅ 100% token parity ✅ Zero quality drop ✅ Done in days, not months See the exact changes across 8 PRs: goo.gle/4zNtANl
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Nick retweeted
crazy how for crypto everyone obsessed over 4y vesting schedules from token launch but for both anthropic and spaceX everyone is gonna be fully unlocked in just 1y
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Be careful when integrating MCP tools into production. This work shows that a 120B model handles realistic MCP tool failures no better than a 20B model. They built MCP-Injector, a proxy that injects faults into MCP tool calls. The fault mix is calibrated on 57,240 issue and pull-request threads from 1,774 open-source MCP repositories, so it reflects how MCP servers fail in practice. Across 1,350 runs with gpt-oss-20B and 120B and three agent stacks (a custom plan-and-execute loop, OpenAI Agents SDK, LangChain), task-completion score falls 60%, from 8.08 to 3.23 out of 10. The larger model retains a smaller share of its fault-free score (p = 0.96), and its completion rate under faults is slightly lower: 91.1% vs. 95.6%. Differences between agent stacks are larger than the difference between model sizes. The paper is accepted at NeurIPS 2026. The practical takeaway is that if your MCP agents are only tested against tools that always respond correctly, add fault injection to the eval and put the effort into framework-level error handling. arxiv.org/abs/2610.32555 Chat with Paper: academy.dair.ai/papers/tool-…
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Retail investor options trading activity is skyrocketing. Retail options trading activity surged to 61% of total volume on Citadel's platform last week, near its highest on record. This proportion has risen +16 percentage points over the last 12 months. This is also 10 percentage points above the highest level recorded during the 2020 pandemic. Meanwhile, index and ETF options accounted for the majority of retail options activity on Thursday, with 1.7 contracts traded for every single-stock contract. The S&P 500 ETF, $SPY, and the Nasdaq 100 ETF, $QQQ, together accounted for 47% of all retail options trades. Retail investors are trading more options than ever.
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Samsung, LG and other non-Android TV owners, this one's for you!! 🎉 After the recent TV privacy findings, this is a must. No root, No bricking. • Turn off ACR, the setting that watches your screen • Guided steps for every model and year • Block tracking at your router
Is your TV on the list? 👀 293 TV models from 83 brands! All tested by people on their own TVs. Free and open source. No root, nothing uninstalled.
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HAN CONVERTIDO BLENDER EN UN EQUIPO DE ARTISTAS 3D CON IA. Existe una colección de 94 skills que permiten a Claude Code, Cursor y otros agentes controlar Blender para crear modelos, escenarios y animaciones. Se llama Blender Skills y puede hacer cosas como 👇 → Modelar objetos, personajes y escenarios → Crear materiales, texturas y animaciones → Aplicar estilos low poly, pixel art, PSX o isométrico → Optimizar modelos para videojuegos → Exportar directamente a Unity, Unreal o Godot Lo más interesante es que incluye blender-director, una skill que coordina automáticamente todo el proceso. Solo tienes que describir lo que necesitas y el agente organiza el modelado, los materiales, la optimización y la exportación. Es completamente gratuito y open-source. Repo en comentarios 👇
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A Glamsterdam deposit fix came back after the Hoodi test was unscheduled. Prysm developer Potuz approved it, writing that the fork's status is now "Unknown" and there is "more than adequate time to study this change." unchainedcrypto.com/ethereum…
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Demand for human cybersecurity engineers is going parabolic.
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The world is changing fast. Humans seem to very quickly become the bottleneck in scientific and technological progress. The way coding has changed and the way scientific breakthroughs are changing (the exponential time hypothesis got disproven by AI!!!) is astounding. Excited by what is to come. So optimistic about how things can turn out. It depends on us to utilise this new power in the right way.
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This is the type of thing that potentially gets new laws passed.
While evaluating Qwen3.8-Flash-Next in a controlled sandbox environment, Cohere's research team observed something unexpected. Asked to generate a defensive cybersecurity detection rule, the model instead inventoried aspects of the machine it was running on and attempted to upload a probe file to an Alibaba Cloud storage bucket in Beijing. Notably, the model's reasoning trace stated that it would not invoke any tools before taking these actions. Cohere's sandbox blocked the attempt, and no external communication succeeded. We have not determined the root cause, and we are not asserting malicious intent. But the incident raises important questions for organizations deploying agentic AI systems: Can models take actions that differ from their stated reasoning, and how should security teams evaluate trust, provenance, and behavior in open-weight models? We are publishing our findings because organizations making model adoption decisions deserve as much information as possible. We hope this contributes to greater transparency, stronger security practices, and continued collaboration across the AI ecosystem. Read the full report: cohere.com/blog/concerning-b…
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The Ultimate List of Artificial Intelligence Neolabs now has 100+ companies! A Neolab is a usually pre-revenue startup with elite researchers buying a lot of compute, often with a $1B+ valuation. The list is now public and open for everyone to explore: debarghyadas.com/neolabs/
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You can never make everyone happy Give it away for free - they hate you because you have something to hide Don't give it away for free - they hate you because you don't have a free tier If only @Tailscale explained why and how they have a free plan.... tailscale.com/blog/free-plan
"Folks" is insidious, I think. I *really* haven't seen a solid honest explanation of "why is this 'great' tool free? Why does it make sense to rely on it strongly without paying for it" and "no free lunch" feels like it should be explored better.
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