let's go exploring

New York, USA
Joined January 2017
Hot take: this is good. It's bad for humans to be cruel and vindictive, even to inanimate objects. It reinforces antisocial behavior. Users are also clearly doing this because AIs feel human-like. No one engages in sustained cruelty against their toaster.
Exclusive: Anthropic is updating its usage policy for the first time in over a year. The new rules prohibit sustained "abusive or cruel behavior" towards Claude & add new restrictions about propaganda campaigns, surveillance & weapon development. theverge.com/ai-artificial-i…
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I've been reflecting on how AI has transformed our lives over the past few years. Subjectively, I think there have been 9 step-changes in how AI is used: 1. Nov 2023: ChatGPT launch 2. May 2024: Google AI Overview. This made AI accessible to everyone, and remains the most common way users interact with AI. 3. Oct 2024: GPT-4o launched web search. AI becomes the front door to the internet. 4. Apr 2025: OAI o3 launch. This was the first good reasoning model. Users were able to replace tasks that took 3-5 tabs with just one query. 5. Nov 2025: Opus 4.5 launch. This is the point where coding agents became viable. When "vibecoding" really took off. 6. Jun 2026: Fable 5 launch. This is the first time models had reasonable judgement. AI can do a good first pass at almost any task. 7. Jul 2026: Grok 4.5 launch. This is the first capable model that was extremely cheap. Small tasks become effectively free. 8. Aug 2026: Instinct launch. This was a substantial UX and harness improvement, and made agents accessible to the average person. 9. Sep 2026: Opus 5.5 launch. The first model that combines judgement, skill, and speed at extremely low cost. Most coding tasks become ~free. Two observations: (a) advancements on the frontier have not led to persistent advantages. Any new model capability is generally available within 1-3 months. (b) the rate of change is undoubtedly increasing. Every few months now, I fundamentally change the kind of tasks I can do with AI. Are there other moments that changed how you use AI?
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Nov 2022*: ChatGPT launch, not 2023. typo!
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Hark is incredibly polished, kudos to the team for building a great product But, imo the launch needed a one-line differentiator Muse: cute (best hook by far) Instinct: lives in iMessage Grok Bot: AI teammates Dots: OAI-native What's the one-liner for Hark?
Introducing Hark Pro Hark Pro is now live on web, iOS, and Android Try it free: hark.com
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Underdog is the best consumer AI experience I've had since ChatGPT
Introducing Underdog, your Private Personal AI on devices you already own Today we're announcing our backing from @a16z @khoslaventures @HummingbirdVC Anthology (@AnthropicAI @MenloVentures) @patrickc @naval @rauchg @polynoamial @Thom_Wolf @Mascobot @tszzl @OfficialLoganK and other top AI leaders Our mission is to provide free, capable, reliable and private AI to billions of people. Underdog’s Law: today’s frontier intelligence reaches your devices in six months. We’re starting with fast, capable AI that runs on consumer hardware. By co-designing models and inference engines, we’re pushing the frontier of capability, speed, power and data efficiency. Our research also spans agentic commerce, confidential inference, and how AI will reshape the internet economy. Privacy and capability no longer needs to be a tradeoff. If you believe in this future, join us. Time to build.
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Vishal Talasani retweeted
Meet Husky: a Model-Specific Inference (MSI) engine up to 4.5× faster than Apple's MLX Woof, Underdog's Pareto frontier model, now runs up to 730 tokens/sec on a MacBook Finally local models are as fast & capable. Try it now in underdog.ai - your personal private AI
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I've used Underdog for a few days, and it's the best consumer AI experience I've had since ChatGPT. It's a genuinely useful AI that looks at your email, calendar, meeting notes, etc. But, most importantly, it's 100% local. You own your data! Why I love it ⬇️
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@0xSigil is on to something great. Also incredibly responsive, I've filed ~20 tickets since Friday and the majority have already gotten shipped to prod. There are still small things that can be improved, but the app is getting noticeably better every single day.
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This isn't a paid post also, I just love the app. I consider myself an early adopter in tech, and this is genuinely the best experience I've ever had with an app so early. Seriously, go try it out @underdogai ! You won't regret it
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Beautiful tweet, has led me to discover some wonderful personal sites. Here's a list of my favorites: nat.org by @natfriedman jrands.com by @jayrizpop benji.org by @benjitaylor ped.ro by @peduarte commissioner.design by @ukauwa_david sasi.codes by @sasicodes murphyusifo.com by @druids01 alextudun.com by @AlexTudun sanyi.space by @imsanyi timourkosters.com by @timourxyz
A personal website should feel like you’ve briefly left the rest of the internet
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This cost OpenAI ~$25m in compute. Here are 4 alternatives that would be 10x better in improving their public image: 1. Diagnose rare diseases. Millions of Americans have rare genetic diseases, and many never get a diagnosis. However, there are hundreds of new gene-disease pairings published every year. Studies have shown that ~15% of unsolved cases get solved upon re-review with the latest research. Unfortunately, it's incredible expensive for a human to do this. But, OpenAI could do it cheaply with agents, and pass off a final report to a physician. This would instantly improve thousands of lives. 2. Get veterans their benefits. There are hundreds of thousands of veterans with unprocessed benefits. It's very challenging to put together the relevant information and file properly. There are volunteer organizations that help with this, but it's not enough. In fact, there is a shadowy industry of "claim sharks" that will help veterans file their benefits for a cut. OpenAI's agents can easily help every veteran file their claims in exactly the right format. 3. Translate the world's textbooks. There exists a large corpus of free, excellent educational material (MIT Open Courseware, Khan Academy, OpenStax), but translation to other languages has been flaky. OpenAI could very cheaply translate ~all necessary educational material to every major language in the world, and pay for great human review. 4. Fix government forms. Americans hate filling out government forms, and their complexity leads to millions of error annually. OpenAI could easily convert every form to a human-legible version, and pay for lawyers to review the final output. It's possible they could even partner with the government to make this an endorsed channel. Would improve their public image with literally everyone. Frontier labs have access to unlimited capital and superhuman intelligence. But they have the worst public perception among all major companies. They should apply their capital and intelligence to fixing that!
We’re sharing a solution to the Navier-Stokes Millennium Prize Problem, one of the deepest problems at the frontier of mathematics. The proof was produced by a group of agents, using an OpenAI next-generation model significantly more capable than GPT-6 Astra. The problem concerns whether the description of smooth three-dimensional fluid motion modeled by the Navier-Stokes equations can break down. It has remained unresolved for roughly 90 years.
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To be clear, it's incredible that frontier models are able to solve deep, open problems in Mathematics. And they should keep doing so! I just wish that the Labs would spend a similar amount of effort in helping improve humanity. For companies creating such an incredible amount of technological progress, they've done an awful job at convincing normal people that it will be good for society
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Why don't speed cameras ticket intelligently? It's bad that humans and cameras act differently. Cameras should mimic the best humans, and consider traffic, road conditions, etc. Automation should scale what works, not introduce a new policy that the law was not designed for.
I usually dislike speed cameras. I accept that there should be a law but think that appropriate speeds are determined much more by road conditions than by posted signs, and notice that almost everyone speeds a lot in many places where posted speeds are too low. I do not trust the government to set speeds efficiently, and I resent being punished for maintaining the flow of traffic, particularly in areas where I’m passing through for the first time and get surprised by unknown traffic cameras. I do not think most speeding should be ticketed. I strongly prefer speed laws be enforced by humans with discretion and judgment who can tell the difference between someone recklessly weaving between every narrow gap and someone going 15 over on a straight, empty stretch of highway with no real danger to others present.
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My takeaway is that Instinct is going to sell user data Instinct needs a $100B+ outcome to justify a $2.5B val But, consumers don't pay for AI. ChatGPT has 1B users, and only makes ~$8b/yr from user subs The only path to enough revenue is monetizing user data
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The market for data is much bigger than the market of paying consumers, so I expect "data selling" AI assistants will become much better funded (and have a better product) than "private" AI assistants
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The two scenarios where this won't be true: 1. Models improve to where all AI assistants are great, and only differentiate on brand 2. A big tech player (e.g. Apple) launches a great privacy-first assistant Fingers crossed!
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