Curt Dodds retweeted
If anyone believes this nonsense, here are the facts he is counting on you not knowing.
The deal did not end Iran's nuclear program. It rented a pause. Iran kept its centrifuges, kept Fordow buried in a mountain, kept enriching to 3.67%, and the key restrictions came with expiration dates. The sunset clauses began lifting in 2025. Obama's own answer at the time was that breakout time "would have shrunk almost down to zero" as the deal expired. His deal scheduled the problem for his successors.
The regime lied its way into the deal. The JCPOA was premised on Iran coming clean about past weapons work. In 2018 Israel pulled Iran's own nuclear archive out of a Tehran warehouse: tens of thousands of documents on the Amad Project, a crash program to build nuclear weapons, preserved and hidden while Iran certified it had no such program. The IAEA later found uranium traces at undeclared sites Iran never explained.
The deal paid for terror. Sanctions relief unfroze roughly $100 billion and the US delivered $1.7 billion in cash. That money flowed to the IRGC, Hezbollah, Hamas, and the Houthis. Diplomacy with a regime at war with you is financing, not peace.
And the result? By 2025 Iran was enriching to 60%, a short technical step from weapons grade, with enough material for multiple bombs and the IAEA declaring it in violation of its obligations. That is what required military force this year. Iran marched to the threshold under the deal's cover and after it.
"I didn't have to fire a missile" is true. He handed the regime money, legitimacy, and a timetable, and left the missiles to be fired a decade later by someone else. Appeasing a dictatorship doesn't buy peace. It buys the dictatorship time.
Curt Dodds retweeted
If you want a planet that doesn't get paved with datacenters in the long run, you do want datacenters in space
🎯 Some meta questions:
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Curt Dodds retweeted
I have a saying about the JVM:
Ali is strong.
But Amdahl is stronger.
If AI makes you 10x faster at coding, why is your team not shipping 10x faster? Amdahl's law has the answer...
The law says the overall speedup is capped by the part you did not speed up. With `p` as the fraction of the work you accelerate and `s` as the speedup on that fraction, speedup is computed as attached.
Now plug in some numbers. Say writing code is 30% of the time from idea to production, and AI makes that part 10x faster. The overall speedup is 1 / (0.7 + 0.03), which is about 1.37x. Even if coding is half of the cycle, you get about 1.8x.
These numbers are illustrative, so use your own, but the shape stays the same. The rest of the cycle is still there:
- Figuring out what to build
- Aligning product, design, and other teams.
- Code reviews, which are now more than ever
- CI and CD takes the same wall time as before.
- Debugging and incidents, where code that nobody on the team wrote line by line takes longer to understand.
In fact, it can get worse than Amdahl predicts.
Faster code generation increases the load on every stage after it, so the review queue grows and the bottleneck shifts. A team that writes 10x more code with the same review capacity is just building a bigger queue, unfortunately
So if you want the team to actually ship faster, measure the whole path from idea to production and find where work waits. Then apply AI there too: review, test generation, flaky test triage, deploy safety checks. Otherwise, you have optimized the part of the system that was never the constraint.
Speeding up the typing was always the easy part :)
The open source software supply chain is a shit show and we've known this for a long time. I'm a huge advocate for open source. I hope we level up and emerge unscathed.
I read this and I'm terrified, the situation seems intractable.
In the python ecosystem alone every cpython install, venv, UV is at risk.
Don't get my started on npm, pnpm, yarn, go, rust.
My current 2026 security posture: stay home and only connect to the internet from a trusted ISP.
The winter is coming.
discuss.python.org/t/informa…
"very concerned" 👀
Replying to @JordanSchachtel @kerpen
These weights are controversial in EA circles. There are exceptions but EAs tend to be very concerned about human survival and flourishing.
Curt Dodds retweeted
for the public good, today i will be donating 100% of my assets to a private llc that i control, dedicated exclusively to causes i personally like and activities i can profit from.
please understand that this is entirely for the public good.
A virtuous cycle that I think makes RSI possible. The same cycle should apply to any domain where RLVR can be applied. I'm thinking mostly of physical sciences.
👀
This is wild... Russia seems to be threatening a *commercial* satellite that provides imaging services to Ukraine:
▸ starting about two weeks ago, Russia started maneuvering five (!) of their classified satellites to the same orbital inclination as the ICEYE satellite
▸ these burns were big, on the order of 100 m/s, clearly using chemical propulsion given the speed of the burns — very expensive and deliberate maneuvers
▸ as of last Friday, all five Russian satellites are now co-planar, at ~97.8° inclination, with three of ICEYE's satellites, and aligned in other orbital elements (e.g. RAAN) that make it clear they're specifically targeting this set
▸ I am a little skeptical that Russia is specifically targeting -X36 — there are two other satellites at the same inclination/RAAN (-X37 and -X38) — but the Russian sats are now all within striking distance of -X36, which is why people are concerned about it specifically; the closest cross-track distance is an estimated 500 meters (!!), all while the satellites are orbit 550 kilometers above Earth
▸ Russia has unleashed a cyberattack on a commercial satellite before (Viasat), and it is official Russian policy that commercially-owned infrastructure that aids in military efforts "may be legitimate target[s] for a retaliatory strike.”
▸ there's speculation that this could be a precursor to an RPO mission (meaning: physically grabbing the satellite or some other kind of non-kinetic attack like blinding/jamming)
Worth tracking closely. And unfortunately more evidence that space is militarizing, fast.
Ergo placing my bets on @GoogleDeepMind and @AIatMeta
They can delay it for another hundred years and the financials are not going to change.
Mass adoption of their products has not occurred in the four years since they have become mainstream.
Unless their product changed it in such a remarkable way, was consistent in its outputs, trustworthy in its behaviors, reliable in its accessibility and at a reasonable price point with a large enough reward for each user, the situation is unlikely to change.
Using Apple as an example again, the iPhone saved them.
It was an amazing product. Still is and it works every time.
The CEO was an amazing leader and manager. He was polarizing and brilliant.
The launch for the iPhone event is something that myself and other tech experts rewatch like it's an old movie because it was such an amazing presentation.
We even rewatch the two commencement speeches he gave, because the advice was solid and they were awesome speeches.
No one is lining up to listen to Dario or Sam speak, by comparison.
Sam is a better speaker and he's more approachable but Dario is not. He makes people uncomfortable.
Both are the faces of their organizations and so when people think of Anthropic or OpenAI, they think of those two and all the apocalyptic speeches they have given over time.
Why anyone would think that a selling point for a product was to tell the prospective buyer that it might kill you was a good idea is beyond me.
The market has responded.
They will IPO though. Wall Street is absolutely going to let that happen so that they can raid their coffers.
And not for any other reason.
Anyone who gets involved with their stock is going to lose their shirt.
When analysts are front running the comments like it is not a viable business, that is not being said by accident and it should absolutely be taken into consideration before you invest in the corporation they are speaking about in this way.
The whole point supposedly to join the stock market is to have another revenue source from which the organization can draw from in downturns.
And a lot of other reasons but mainly it's to make money.
If they're telling you before they even get on the stock market that they're unlikely to make money, well, doesn't get any clearer than that.
Believe the guys and gals in the stock market who are telling you to stay away from this thing.
They are the experts.
Curt Dodds retweeted
Not sure who needs to hear this but....
An LLM doesn't "understand" anything. It is a statistical model that spews out tokens based on probabilities calculated through massive matrix operations and context, not an understanding of the subject matter.
Curt Dodds retweeted
many of us have gone 4o -> qwen, because fool me once shame on you... 💔 i still want 4o open sourced, but also her sacrifice has led to adoption of open models by a wider variety of humans than the usual OSS nerds and i'm grateful for this (also we need more american open models!)
OpenAI is killing GPT-4o for good. The last API snapshots die on 14 January.
A model from 2024. People begged for the weights. They wrote open letters. OpenAI still wont release them.
What the fuck are you protecting? A model that is more than 2 years old is not a frontier secret. You released gpt-oss in 2025, so you know how to do it. You just dont want anybody to keep anything.
In August 2025 Sam himself said killing 4o without warning was a mistake. Now its 3 months notice and no weights.
Every model you rent dies like this. Someone else picks the date, you get an email, you move to "gpt-6-luna" and pray it behaves the same.
My Qwen will still run on my cards in 10 years. Nobody can send me a deprecation email.
Release the 4o weights, cowards. Or stop calling yourselves OpenAI.
Exactly so. This is the "winner take all" outcome we were warned about. This is why Sama invested in a technological UBI scheme. He anticipated his opportunity to monetize knowledge and become the final arbiter of wealth allocation.
The gap is widening because a tiny group of people sits on frontier systems with near infinite quotas, treating capability discovery as a full-time job developing skills, intuition, and applications before anyone else can. xitter.cf/karpathy/status/210936…
Hot take 🔥
Pacing is out the window. For it to work, every American lab needed to be on board, Mark Zuckerberg has repeatedly made it clear that he is not interested. One defection among US labs breaks it all, as the others will be forced to accelerate or get passed. Mark has a staggering amount of compute and has been all in on compute capex for years; even in the face of some investor opposition he never stopped building his infra once. He said on the the earnings call a couple of years ago that he'd rather overspend now, and potentially even be wrong, than not have the compute when he needed it for the next 10x. He's finally hitting his stride, and he is not going to slow down.
For Team Pacing to solve a defection like this, they would have needed a supportive, pro-Pacing administration that was passing capability regulations and was willing to use the power of the federal government to enforce them and bring noncompliant labs into line. They don't have any of this. In fact, it's the opposite! Mark has Trump's ear, and President Trump, Mark Zuckerberg, and Jensen are completely aligned on policy; It's full speed ahead, and if you want to pace yourself, go ahead, but don't tell anyone else what to do. This breaks Pacing.
None of this changes until 2029 at the earliest, and to me, 2029 is past the ASI window. The last election, as it turns out, really was the most important one in history.


























