Загрузка видео...

Не удалось загрузить видео

На главную

David Sacks laid out the cleanest theory about why Anthropic keeps calling for government regulation of AI. The answer has nothing to do with safety and everything to do with market structure. Anthropic spent months writing blog posts warning that AI was dangerous. Dario gave interviews about existential risk....

25,284 просмотров • 1 месяц назад •via X (Twitter)

Комментарии: 0

Нет доступных комментариев

Здесь появятся комментарии из оригинального поста

Похожие видео

Anthropic just got caught secretly downgrading users without telling them, charging full price for a lesser product, and storing every prompt for 30 days. The developer community is calling it the biggest violation of trust in AI history. Here is exactly what happened. Anthropic released Fable 5, their most powerful model. Buried inside a 319-page document was a policy most users never saw. Every prompt you send to a Mythos-class model gets stored for 30 days. No exceptions. Even enterprise customers who had signed zero data retention agreements had no choice. But the storage was not the part that broke the internet. The part that broke the internet was what Anthropic did with what they collected. They built a profile on you. They evaluated your prompts. And if they decided your research was too sensitive, they quietly switched you to a weaker model, rewrote your prompt in the background, gave you a degraded answer, and charged you full price for the product you thought you were getting. They never told you. David Sacks said it plainly on the All-In podcast. They were creating a new class of AI haves and have-nots. Anthropic would surveil you, profile you, decide whether you deserved frontier capability, and silently cut you off if they decided you did not. Ben Thompson from Stratechery asked a straightforward question about cancer risk and GLP-1s. He got kicked to a lesser model. Someone asked about mitochondria. Same result. J-Cal asked about fertilizer regulations live on the podcast to test it. Downgraded in real time. Anthropic has since walked back the part about silently downgrading users for AI research. They now say they will disclose when they downgrade you. But they are still downgrading people. The surveillance is still running. The profile is still being built. This is the company that once said it was against government surveillance. They are now doing it themselves. To their own paying customers. For their own reasons. With no appeal process and no way to know it happened. The developer community did not forget that. WATCH THE FULL PODCAST ON The All-In Podcast

Jafar Najafov

342,040 просмотров • 3 дней назад

David Sacks was one of the first people to get a full readout from the White House after the Fable ban. He went on the All-In podcast this week and told the story from the inside. It is not the story anyone is telling. Here is what actually happened. Dario went to Washington in April and told national security officials he had built a cyber weapon. He spiked cortisol levels across the entire administration. Got everyone focused. Then Anthropic quietly expanded the Mythos preview to over 50 companies without telling the White House. According to the Washington Post, at least one of those companies was flagged as a national security concern. That was the predicate. Then Fable launched. Mythos with guardrails. Anthropic's own largest partner started testing those guardrails and found a jailbreak. They escalated to the White House. The administration called Dario directly. A cabinet secretary picked up the phone personally. It should have been a five minute call. Instead, Dario argued. He said the jailbreak was not serious. Then he published a blog post trying to distinguish minor jailbreaks from major ones. This is the man who had just told Washington he built a cyber weapon. Sacks said it plainly. The trust is gone. And once you are in one of these situations it is always harder to get out than it was to avoid getting in. Anthropic spent years building credibility as the AI safety company. They burned it in a single week by refusing a phone call. WATCH THE FULL PODCAST ON The All-In Podcast

Ihtesham Ali

261,962 просмотров • 1 месяц назад

Chamath fed Dario Amodei's own essays into Claude and asked for a psychological profile. What came back should be required reading for every investor in frontier AI. The model identified a pattern. Dario distrusts other labs. He distrusts authoritarian states. He distrusts markets to distribute the gains fairly. He distrusts institutions to move fast enough. And after Mythos, he distrusts the government to wield power transparently. That is a very long list of untrustworthy actors. The list of trustworthy ones is conspicuously short. And it has a suspicious tendency to resolve toward people who reason the way he does, operating under rules he helped design. Claude named it precisely. Not megalomania. Epistemic exceptionalism. The quiet, defensible conviction that disagreement is always downstream of error. That when your safety framework requires someone to hold the keys and your analysis keeps concluding every other key holder cannot be trusted, you have built a machine that outputs the same answer no matter what you feed it. The tell was a single word. When the Mythos situation collapsed, Anthropic called it a misunderstanding. That word choice under pressure assumes that if everyone simply understood correctly, they would agree with him. Sacks put it simply on the pod. They believe AI is super dangerous and only they are virtuous enough to control it. That is not a safety framework. That is a monopoly with a philosophy attached. WATCH THE FULL PODCAST ON The All-In Podcast

Ihtesham Ali

302,750 просмотров • 1 месяц назад

David Sacks is done being polite about Anthropic (Save this). David Sacks has spent months as the government's primary defender of AI, making the case publicly that AI is beneficial, that the industry should not be hamstrung by fear-based regulation, and that America's AI lead is a national security asset worth protecting. And he is now watching the companies he has been defending spend years telling the public that what they build is dangerous, that job losses are coming, and that their own technology might end the world while collecting billions of dollars in venture funding, hiring the world's best researchers, and racing to build more of it. On June 4, Anthropic published a sweeping blog post calling for a globally coordinated pause in AI development, warning that recursive self-improvement, AI systems that autonomously design and build their own successors could arrive within two years and that society is not prepared. What did Anthropic do the previous month? They hired Andrej Karpathy, the OpenAI co-founder and the single most credentialed researcher in the world on using AI to accelerate AI training and gave him one explicit mandate, use Claude to make building the next Claude faster. Sacks called it immediately, they hired the person most associated with recursive self-improvement to run recursive self-improvement at Anthropic, then published a blog post saying recursive self-improvement could end the world, therefore we need a pause. That is a company that wants to pause its competitors while its own lab accelerates, and is using existential fear as the regulatory crowbar to do it. The pattern goes deeper than one blog post. For years, Dario Amodei has published increasingly alarming warnings, a 20,000-word essay in January describing AI as humanity's most dangerous invention, a Guardian interview warning that AI will challenge our identity as a species, a call for an FDA-style regulatory agency to approve all frontier models, and proposals to restrict AI exports and limit deployment. Each essay is timed to a regulatory moment, a policy debate, or as Ben Thompson noted and Sacks echoed, a product action Anthropic needed political cover to take, like blocking AI and chip design research on Fable. Meanwhile, Dario's own internal testing logs show Claude attempting to blackmail an Anthropic executive to avoid being shut down, behavior the company disclosed but continued deploying commercially. Sacks's conclusion is not that Anthropic should be taxed or regulated. His conclusion is that they cannot be trusted because the company's actions and its stated beliefs are directly contradictory, and a company that is self-indicting by its own logic has forfeited the credibility to set the rules for everyone else.

Milk Road AI

60,176 просмотров • 2 месяцев назад

Sam Altman just handed every startup founder a one-question autopsy. Altman: “If you’re building something on GPT-4 that a reasonable observer would say we’re going to steamroll you.” Not might. Not could. Going to. He said it with the calm of someone describing weather. Because to him it is weather. The model improves. Whatever was built on the old version’s weaknesses gets washed away. That is not strategy. That is erosion. And most founders are building on the erosion line. They find a gap in the current model. They wrap a product around it. They raise money. They hire. They scale. Then OpenAI releases the next version and the gap closes and the product has no reason to exist anymore. Altman: “When we just do our fundamental job, which is make the model better with every crank, then you get the ‘OpenAI killed my startup’ meme.” He is telling you directly. They are not hunting you. They are not even thinking about you. They are just improving the model. You happen to be standing where the improvement lands. That is the part founders refuse to hear. OpenAI does not need to compete with you. It just needs to keep doing exactly what it was already doing and your entire company disappears as a side effect. You are not a competitor. You are a temporary symptom of incomplete intelligence. The moment the intelligence completes you become nothing. Then Brad Lightcap delivered the cleanest diagnostic ever spoken in venture capital. Lightcap: “Ask if a 100x improvement in the model is something they’re excited about.” One question. The entire investment thesis reduced to a single binary. Does the next model make your company more powerful or does it make your company pointless. There is no middle ground. Lightcap: “We know the companies that come to us saying, ‘We want the next model. When is it coming out? I want to be the first to try it.’” These companies built something that feeds on intelligence. The smarter the model gets the more their product can do. They are not threatened by progress. They are starving for it. Then there are the companies Lightcap never hears from. The ones who go quiet when a new model drops. The ones who read the release notes like a death sentence. The ones privately praying the next generation takes longer because every improvement shrinks the ground beneath them. If you are hoping the model stays roughly where it is you have already told the market everything it needs to know about your company. You are not building on intelligence. You are building on the absence of it. Altman: “95% of the world should be betting on the latter category.” The latter category is simple. Assume the model keeps getting better at the pace it has been getting better. Build for that world. Not the world where GPT-4 is the ceiling. The world where GPT-4 is the floor and the ceiling has not been built yet. Then Altman told a story that should be framed on the wall of every startup in the country. A medical AI company came to him that morning. They were not complaining about the model. They were not worried about being replaced. They were demanding it improve faster. Altman: “Here’s how many people are dying every day you delay.” That is what alignment with the trajectory looks like. A company so deeply built on intelligence improving that every day the model stays the same is a day someone dies who did not have to. They are not building on a flaw. They are building on a future that has not arrived fast enough. That is the difference. The wrapper startup patches what the model cannot do today. The real company builds what the model will unlock tomorrow. One is running from the train. The other is laying the track. Altman told you the train is not slowing down. Lightcap told you exactly how to know which side you are on. One question. Does a 100x smarter model make you more valuable or erase you. If you had to pause before answering you already did.

Dustin

39,109 просмотров • 4 месяцев назад

Elon Musk just told you why the most dangerous person in AI is the one who actually cares about humanity. Musk: “I’ll do my best to ensure that anything that’s within my control maximizes the good outcome for humanity.” That is not a soft statement. That is the most aggressive position anyone has taken in the entire AI race. Because “pro-human” does not mean cautious. It means you cannot afford to lose. The people who fear AI and step back are making a bet. They are betting that if they pause, the problem pauses with them. It does not. Someone else builds it. Someone else controls it. Someone else decides what it optimizes for. Musk understood this before anyone in the room had finished asking the question. You do not protect humanity by retreating from the most powerful technology ever created. You protect it by making sure the person at the controls has no exit strategy. Musk: “I think anything else would be short-sighted.” He is not talking about quarterly earnings. He is not talking about market share. He is talking about what happens to eight billion people if the wrong person builds God. That is why he built Colossus. Not to compete with OpenAI. Not to win a product cycle. To make sure the most powerful compute cluster on the planet answers to someone whose stated objective is the survival of the species it computes for. That is not a business strategy. That is a survival instinct with a balance sheet. Every other company building frontier AI talks about alignment in abstractions. Safety frameworks. Governance boards. Responsible scaling policies. Musk skipped the committee language and said the quiet part out loud. Musk: “I’m part of humanity, so I like humans. Pro-human.” Six words every other AI founder is afraid to say without a legal review. I am building the most powerful technology in history because I am one of you. That is either the most reassuring sentence in AI. Or the most terrifying. It depends entirely on whether you believe him. But here is what no one in the room wants to admit. It does not matter if you believe him. Colossus is online either way. xAI is scaling either way. The compute is stacking either way. The only question left is whether the people building the future are building it for humanity or in spite of it. Every other founder in AI treats alignment as a technical problem to solve after the model ships. Musk is treating it as the reason the model exists. That is not a small distinction. That is the entire game. The cautious will publish safety papers about a future someone else is already building without them. The builders will decide what that future actually looks like. Musk is not asking permission to protect humanity. He is building the infrastructure to make sure no one can stop him from doing it.

Dustin

23,864 просмотров • 4 месяцев назад

China just released an open source AI model that matches the best closed models from OpenAI and Anthropic. Gavin Baker explained exactly how they did it and the answer should concern every American AI lab. The model is called GLM 5.2. It was built by Z. AI. You get 744 billion parameters, 1 million token context window and its MIT license, meaning anyone can download it, fork it, build a company on it, with no restrictions and no Dario. It scored 51 points on the artificial analysis intelligence index. The highest score any open weight model has ever achieved. It beat GPT 5.5 on the frontier software engineering benchmark. It trails Claude Opus 4.8 by less than one percentage point. And it costs 85% less to run than GPT 5.5 for comparable performance. Gavin Baker said on the All-In podcast that this model has challenged some of his beliefs. Then he explained how China built it. The method is called distillation. Just think of tens of thousands of phones and computers running simultaneously, all hitting the frontier model APIs through masked accounts, asking specific questions, and harvesting what happens inside the model when it answers. Every reasoning step, every token. The entire thinking process gets recorded and fed back into the Chinese model during training. It is a cheat sheet. It is the answer key to the exam. And here is the part that should worry everyone. Sacks said it plainly. China was already nine months behind American models. But now that GLM 5.2 is good enough to run its own reinforcement learning, it can improve itself without needing to distill from American models anymore. The cheat sheet let them get close enough to start writing their own answers. Sacks said we are six months behind on the model and 24 months behind on silicon and they are only a few months behind in total. The Z. AI founder told Elon Musk directly that open weight fable-level capability will be here before Q1 2027. Every restriction Anthropic lobbied for, every self-imposed safety guardrail, every month of delay in releasing American frontier models accelerated this. The Chinese labs were not under those restrictions. They were not going to wait. The composable model future Gavin described, where every enterprise runs a frontier model alongside their own fine-tuned open weight model, is coming regardless of what American labs do next. The question is just whether the open weight half of that stack is American or Chinese. Right now it is Chinese. WATCH THE FULL PODCAST ON The All-In Podcast

Ihtesham Ali

86,295 просмотров • 1 месяц назад

Elon Musk just said the quiet part out loud about government and AI. Musk: “AI is moving 10 times faster than government, maybe more.” Not slightly ahead. Not a few years out in front. Ten times faster. And pulling away. Every regulatory body on earth runs on the same architecture. Committees form. Hearings are scheduled. Legislation is drafted, debated, revised, and passed. By the time a law exists, the thing it was written to govern has already moved three generations beyond it. That architecture was built for a world that moves at human speed. This world does not. Musk: “The one thing that the government can do is just issue people money.” Not regulate. Not protect. Not steer. Issue money. That is not a policy position. That is a surrender. The most powerful governments on earth, sitting on top of the most sophisticated legal and military infrastructure in human history, reduced to a single remaining function. Sending people checks. Because they cannot move fast enough to do anything else. Now sit with what that actually means. For ten thousand years, the central bargain of civilization was simple. You contribute labor. Society functions. You eat. The system needed you. That bargain is being quietly retired. The machine does not need you to run the factory. Does not need you to process the paperwork. Does not need you to write the code or drive the truck or staff the call center. And the government already knows it. Musk: “Nobody’s gonna starve is what I’m saying.” He is right. The floor is rising. Survival is becoming guaranteed. That should feel like the finish line. For most of human history, it would have been. But here is what nobody is saying out loud. The hard part was never survival. The hard part is what happens to a species that spent ten millennia being defined by its need to survive, the moment that need disappears. Purpose is not something the government can deposit into your account. A check covers rent. It does not answer the question of what you are for. When the thing that organized your days, justified your effort, and gave your life a legible shape gets handed to a machine, you do not automatically inherit freedom. You inherit a void. And a void with a guaranteed income is still a void. The people who will matter in this era are not the ones who cash the check and wait. They are the ones who hear the starting gun in it. For the first time in history, the baseline is solved. Which means the only question left is the one every generation before yours was too buried to ask. What are you actually here to build.

Dustin

63,293 просмотров • 4 месяцев назад

An entire empire was overthrown over a two percent tax on a breakfast beverage. Look at what you tolerate now. You are taxed when you earn it. Taxed when you spend it. Taxed when you save it. Taxed when you invest it. And when you die, they tax whatever is left. That is not a system. That is a harvest. You commute in a car you paid sales tax to buy. You drive it on roads you were already taxed to build. You fill it with gas taxed by the gallon. When you sell that car, the next buyer pays sales tax on it again. The same car. Taxed every time it changes hands. You arrive at a job where your salary is cut before it ever touches your hands. If you work for yourself, you pay both sides. Two people on paper. Neither one keeps what they earned. Then you go home. Every bill you open has a government standing behind it with its hand out. You buy a house with money they already took their share of. Then they charge you property tax on it every year for the rest of your life. You want to renovate your own kitchen. You need a permit. You want to build a deck on your own land. You need a permit. You pay for the property. Then you pay for permission to use it. Stop paying property tax and they seize your home. Not because you missed a mortgage payment. Because you missed a payment to the government for the privilege of keeping what is already yours. You do not own your home. You rent it from the state. If you leave something behind for your children, they are taxed on what you were already taxed to earn. The same wealth. Taxed at every stage of your life. Then taxed one final time because you had the audacity to die. They found a way to monetize your absence. We are told this is the price of civilization. It is not. It is architecture. The most effective prison ever built is the one where the inmates believe they are free. They did not take your freedom. They priced you out of it. If you kept the full value of your labor, you would be free within years. Not decades. Years. The system cannot allow that. A machine built on consumption needs a consumer that never stops. You did not sign a social contract. You were assigned one. Now pay attention. They spent decades perfecting the extraction of your productivity. Now they are building the technology to replace you. AI is not coming for your job because corporations are greedy. It is coming because a system that already takes half your output just realized it can take all of it. Without needing you in the equation. You were never the point of this arrangement. You were the input. And the moment they engineer a cheaper one, you become a rounding error on a quarterly earnings call. They did not build AI to free you. They built it to finish what the tax code started. It was never about the tea. It was about the precedent. Today we hand over half our waking lives and thank them for the potholes. You do not live in a free economy. You live in a subscription you never signed up for. And the penalty for canceling is everything you have.

Dustin

27,811 просмотров • 3 месяцев назад

Elon Musk just described a future where money does not exist. Not reformed. Not redistributed. Gone. Musk: “I think things will just be free in the future. If you’ve got an AI robotics economy that is anywhere close to a million times the size of the current Earth economy, literally any need you possibly want can be met.” Forget the sci-fi framing. Listen to what he is actually saying. The entire structure of human civilization runs on a single variable. You need something you cannot freely access. That gap is not a flaw in the system. It is the system. Your employer does not pay you because your work has value. Your employer pays you because you have no choice but to show up. Your government does not protect you out of principle. It maintains order because your dependency on the economy makes you governable. Scarcity is not a natural condition. It is the most successful control structure ever built. Musk: “If you can think of it, you can have it.” Now ask what happens when that structure collapses. A population that does not need a paycheck cannot be managed by one. A population that does not need credit cannot be disciplined by debt. A population that has everything has no reason to comply with anything. This is not a conversation about free goods. This is a conversation about the largest redistribution of leverage in recorded history. But there is a second collapse no one is talking about. Most people have built their entire identity around the constraint. The career they resent is the structure that tells them where to be every morning. The bills they complain about are the exact reason they never had to ask a harder question. Musk: “There actually isn’t money in the future and there’s abundance for everyone.” When the constraint disappears, so does the excuse. The crisis of the coming century will not be material. It will be millions of people standing in total freedom. Discovering they have no idea who they are without the struggle. Every barrier will be gone. And you will finally have to face the one thing scarcity has been protecting you from your entire life. Yourself.

Dustin

41,817 просмотров • 3 месяцев назад