Joined November 2022
Dear Secretary Bessent @SecScottBessent, My name is Everett Stern. In 2010 I was a compliance officer at @HSBC. From a back office in New Castle, Delaware, I watched billions of dollars move to drug cartels, sanctioned regimes, and terrorist organizations. The enemies of the United States. I documented it, I escalated it, and when the bank would not act, I took it to the @FBI, the @CIA, and eventually the @SECGov. The result was a $1.92 billion settlement. At the time, it was one of the largest in American history. It was also about five weeks of the bank’s profit. Not one banker was charged. Not one went to prison. I paid a different price. I lost my career, my savings, and my place in the industry I had trained for. I was blacklisted. Every door in American finance closed at once. I slept on a camping cot in a 300 square foot apartment because I could not afford a bed, and I waited tables at @PFChangs to eat. I tell you this not for sympathy, but so you understand that I know exactly what it costs to do the right thing in American finance, and exactly how little the system does in return. I made that sacrifice because I believed it would change something. Yesterday, your department fined @BankofAmerica $1.2 billion for failing to report more than $5 billion in suspicious transactions, some of it tied by your own findings to Chinese laundering networks, narcotics, and the southwest border, alongside 475 apparent sanctions violations touching Russia, Iran, and global terrorism. The bank admitted it willfully violated the Bank Secrecy Act. Fourteen years after HSBC. A bank with “America” in its name. And once again, not one individual charged. Secretary Bessent, I want to say plainly what I believe you already know. The fines are not working. A fine is paid by shareholders, absorbed by the balance sheet, and forgotten by the next earnings call. Bank of America reported earnings this morning. Nobody who set the alert thresholds, nobody who decided the 2024 cease and desist could wait, nobody who chose the backlog over the law will lose a single thing they value. Their lives are untouched. That is the entire reason the behavior repeats. This is money laundering. This is blood money. Money that reaches a cartel buys fentanyl that kills Americans. Money that reaches a terrorist organization buys the next attack. This country has fought a war on drugs and a war on terror for decades, at enormous cost in lives and treasure, and all the while we have allowed the financing to flow through institutions we charter and regulate. Cut off the money and we win. We have never seriously tried. There is also a question of equal justice that I cannot let go. Before I walked into the FBI building to report HSBC, I stopped in front of the Great Seal on the wall and read the words engraved beneath it: “Justice is the defense of our liberty.” I believed that. I still want to. But every day in this country, people go to prison for crimes that are nothing next to moving money for the people who want Americans dead. A suit, a title, and a corporate badge should not be a shield from the consequences that apply to everyone else. If a street dealer goes to prison for what he sells, the banker who moved the cartel’s money should be standing next to him. I also want to raise something that is rarely said in these conversations. Why has no one inside Bank of America come forward the way I did? The answer is that everyone in American banking knows what happened to me, and to the whistleblowers who came after. The last person who spoke up is the only policy anyone believes. That is a culture problem, and it starts with leadership, in the banks and in the agencies that regulate them. This is not a political issue. It has spanned administrations of both parties. It is a national security issue, and I am asking you to treat it as one. Three things would change the math overnight. Refer individuals for criminal prosecution. Not the analyst in the queue. The executives who set the thresholds and chose the risk. One banker in handcuffs would do more than every fine in Treasury’s history combined. End “too big to jail.” An institution cannot be too big to fail and too big to jail at the same time. If it is the first, it must be held to a higher standard, not a lower one. And if Bank of America will not act as America’s bank, review its charter. A national charter is a privilege granted on behalf of the American people. It should be conditioned on not moving money for the people trying to kill them. Secretary Bessent, you said yesterday that these actions send a clear message that even the biggest institutions are not above the law. With respect, the institution was never the problem. The people inside it are above the law, and they know it. Until that changes, I will keep writing letters like this one, and the next bank will keep paying the next fine. I gave up everything I had to stop this. I am asking you to use the power you have to finish it. Respectfully, Everett A. Stern HSBC Whistleblower Founder and Intelligence Director, Tactical Rabbit
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if you can ban the press, you can just make them enitire BANAL
Sometimes it's the person not being right for the job, but more broadly the weirder the situation gets, the harder it is to be the one to stand up there and try to explain why things aren't weird.
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Oh he sent me an email, I think I’ll respond. So yes, actually you did do something wrong President Trump, let’s first start with your broken campaign promises. You protected your pedophile rapists friends instead of women who were raped when they were just teenage girls and you STILL REFUSE to release the Epstein files. You started an unprovoked war with Iran that the vast majority of Americans do NOT support. You killed hundreds of children at a school in Iran and innocent people and are responsible for 21 U.S. service members deaths and 865 wounded. Your stupid war that you claim you have won like 50 times has destroyed our bases in the Middle East and hundreds of billions of dollars worth of military equipment and weapons, while depleting our weapons and ammunitions. You are supporting, funding, and aiding genocide in Gaza that has resulted in approximately 22,000 children murdered, thousands of children with amputations, and over 70,000 orphans. And your so called Board of “Peace” has done nothing to stop war and is planning to oversee the very profitable reconstruction and take over of Gaza. One can only guess who all will get those blood money contracts, the Epstein class and associates. And let’s talk about the basics that every single US president is supposed to guarantee to its citizens. Affordable cost of living and affordable fuel in which you have 100% failed to deliver and actually driven inflation and irresponsibly driven the cost of gasoline and diesel to record high levels. So did you do something wrong? Yes in summary, YOU are the snake that you warned us all about in the poem you read over and over. You never cared about putting America first or making America great again. You are the deep state, the Epstein class, and America last. And my mistake was supporting you in the first place.
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explorer retweeted
Let's be honest about what the United States came to Vietnam to do. Not to "save" anyone. Not to "stop communism." Not to "protect democracy." Those were the slogans they sold to their own people so the boys from Ohio and Georgia would climb onto the planes without asking too many questions. What they actually came to do was make an example. The "Third World" was getting ideas. Countries were looking at their own land, their own oil, their own rubber, their own rice, and thinking "dangerous thoughts." Thoughts like: this belongs to us. Thoughts like: we don't need to ask permission. Thoughts like: maybe we can choose our own way. That could not be allowed. So they chose Vietnam. A small country. A poor country. A country of farmers and fishermen and people who had already spent a century being told they were too primitive to govern themselves. The perfect candidate for an example. The plan was simple: destroy Vietnam so completely, so publicly, so mercilessly, that every other poor country on earth would see it and go quiet. Would swallow their dignity. Would open their resources to the right corporations and smile while doing it. They dropped more bombs on Vietnam than were dropped by all sides in all of World War II combined. Let that land on you. More bombs. Than all of World War Two. On one small country. On its villages. On its hospitals. On its rice fields. On its children. And they still lost. Not only did they lose. They lost to people in sandals. They lost to people moving supplies on bicycles through jungle paths. They lost to a people so committed to their own liberation that they built an entire city underground and kept fighting. The example was made. Just not the one they intended. The lesson the "Third World" learned from Vietnam was not don't resist. The lesson was: they can be beaten. The lesson was: their technology is not destiny. The lesson was: if you are willing to pay the price of dignity, they will eventually run out of the stomach for the bill. Every sanction today. Every coup. Every engineered "color revolution." Every "civil society" organization funded from Langley. These are the tactics of an empire that learned in Vietnam that it cannot always use the full weight of its military without consequences it can't control. They are not acting from confidence. They are acting from the memory of Vietnam. And Vietnam said no.
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What happens when AI and robots take the jobs? Do we become a society of artists and athletes, or a society of consumers? There is a live case study. In the Gulf oil states (Kuwait, Qatar, the UAE), oil pays the citizens. Immigrants do the work robots will do. They are already living in the post job, post work world. So what happens when you don't have to work? Two predictions dominate The utopia prediction: once nobody has to work, people spend the surplus hours on art, sport, and craft. Keynes called the economic problem solvable. The remaining problem, he said, was how to live well. The argument is that we all become painters and weekday athletes. The purpose prediction: humans need a job for purpose and status. The feeling that someone needs what you do. Take the job away and purpose goes with it. People get depressed. So let's look at how people actually live in Kuwait. We can learn a lot from it. The Ipsos’s 2026 leisure survey found people go out and basically hang around with friends and family. They go to cafes, restaurants, malls, and parks. Drinking tea, playing cards and shopping. Their top worry is boredom. They are not depressed in the way the work argument predicts. A 2025 Araa poll in Kuwait found 89% of respondents said they were happy. 41% of the Kuwaitis in that sample said they were very happy. Joblessness it turns out doesn't produce mass despair. You also do not get a nation of artists and athletes. Kuwait's do very little recreational sports and have barely any artistic hobbies How much of this Gulf culture, and how much is more widespread human behavior when work is optional is an open question If AI delivers an abundant future, there might not be a mass renaissance or wide spread depression. The future might be less exciting. We might all just be comfortably hanging out with friends and family, drinking tea and playing cards in the park.
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quand on sait que tiktok recrute à coup de millions des ingés en neurosciences comportementales et des spécialistes du design persuasif pour hacker nos circuits dopaminergiques, je me félicite chaque jour de n'avoir jamais créé de compte sur cette plateforme mdr regardez ces études scientifiques en IRMF et eeg qui montrent très clairement quele format vidéo court attaque directement le cortex préfrontal et le cortex cingulaire antérieur (pour info ces zones gèrent le contrôle exécutif, la prise de décision et la régulation de l'attention) sachez qu’een bombardant le cerveau de micro stimuli imprévisibles, l'algo altère la densité de matière grise et réduit l'activité du réseau par défaut & cette surstimulation permanente entraîne une incapacité chronique à penser à long terme et détruit la capacité à être focus, 2 facultés qui pour moi sont littéralement indispensables à notre époque pour construire l'avenir  bref je pense que refuser d'entrer dans ce système, c'est simplement préserver son autonomie cognitive et la souveraineté de sa propre attention face à une ingénierie de l'addiction taillée sur mesure
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this is one of the cruelest statements i have ever heard
Trump: "I'm rejecting their deal. They want to make a deal where they open the strait immediately ... we're winning tremendously. We have total control of the Hormuz Strait ... that deal would not be acceptable. They want to immediately open the Hormuz Strait."
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explorer retweeted
What happened to me is bigger than one artist or one stage. When the billionaire class can decide which voices are allowed on stage and which ones are too dangerous to hear, everyone should be paying attention. So we're going on tour. All proceeds will benefit organizations supporting the Palestinian people and movement. Sign up at macklemore.com
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just like the dark fiber from the internet bust, there is now massive warehouses full of dark chips
Free newsletter: I estimate that ~50% of AI chip sales - $200bn to $300bn+ - are sitting in warehouses, with NVIDIA selling hundreds of billions of GPUs years in advance. Data centers take way longer to build than hyperscalers are leading us to believe. wheresyoured.at/wherere-all-…
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investing success is mostly behavioral
Still crazy to think that one of the smartest minds of history (Isaac Newton) lost all his money investing in a financial bubble Goes to show that raw intellect has very little to do with being a good investor
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code was never the bottleneck; it was always the ability of users to learn.
I am done with this shit. It is over. The state of engineering right now is horrible. It has been half a month since I started a new role at a big company. Nobody knows anything here. The specs, code, tests, PRDs, tickets, resolution of those tickets, reports, etc., everything is made by Claude Code. Nobody on my team likes this. They are being forced to ship as much as they can. I have heard multiple times from higher management that pushing code is not a bottleneck, so why are we slow? People are working 12 to 13 hours a day just to press enter. Nobody is reading anything. Humans in corporate are doing nothing on their own. Everyone, literally everyone, from an L1 to an L7 engineer here is doing the same thing. Talk to Claude. There is no sense of victory. Nobody is resolving bugs. In reality, nobody is thinking anymore. Everything is done by LLMs. It is so soul-sucking. I would not mind it, to be honest, if we were at least given the time to check out the code and see what is going where. But no, the goal is to just ship. No matter what happens.
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the last frontier is taboo
I feel like scientific breakthroughs these days have an unusually high “well that’s a bit unsettling!” factor. Worried we’re running out of non-freaky science projects.
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nfw they are recruiting lonsdale, palantir and andreeson. omg. 🤷‍♀️
I’m losing my fucking mind that Hakeem Jeffries is going to hand over the Democrats’ AI policy to people beholden to the AI industry. It seriously makes me want to give up on the political process altogether and start prepping. Rank Trump-like corruption. The Uniparty is real.
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The engineers at DeepSeek know exactly what they're fighting
Replying to @teortaxesTex
Full text (translated by Astra-xhigh, I'm out of everything else): I Have No Choice but to Bury My Talent in Yesterday A few days ago, DeepSeek v4.1 was released, raising the ceiling of what small models can do by yet another notch. AI has advanced far faster than anyone expected. From the earliest version of ChatGPT, which could do little more than stumble through conversations like a child learning to speak and had a context window of only a few thousand tokens, to reasoning-capable models such as OpenAI o1, DeepSeek R1, and Kimi K1.5 Thinking, took only two short years. From reasoning models to the agents we have today—able to work fluidly with all kinds of tool harnesses, execute commands, and complete complex tasks—has taken only another year and a half. It is hard to imagine what AI will look like another one, two, or three years from now: how powerful it will be, whether it will already have acquired the ability to improve itself, and how deeply it will have spread into areas such as embodied intelligence. AI Is Getting Better and Better at Writing Kernels AI has been advancing just as quickly in my own field: the design and implementation of high-performance kernels. In the space of only a year, it has gone from being a little assistant that could help me look up documentation, read code, and find bugs to something approaching a kernel expert in its own right: capable of reading CUDA, PTX, and SASS code independently, using specialized tools to analyze the stalls associated with individual instructions, and then optimizing kernels on its own. I believe that before long, it will also be able to design kernel schedules independently, evaluate the performance of different scheduling strategies, implement them, and optimize the result. Of course I am proud of DeepSeek v4.1’s success. After all, I wrote its main Attention kernels [1], and the fact that the model performs so well is also, in a sense, a validation of my work. But the times keep moving forward, and no one can stop technological progress. I know very well that in another six months or a year, the kernels written by AI will probably be every bit as good as mine—and perhaps better. AI can reason at 300 tokens a second, type out a command in half a second, and produce a piece of code in twenty seconds. I cannot. AI can keep increasing its model depth, reasoning effort, tool-call budget—the frequency with which it interacts with its environment—and even its degree of parallelism. I cannot. Humanity has never shown much hesitation when it comes to destroying itself. So why, when I know perfectly well that “the better the kernels I write, the faster our new models will train and run inference; the faster the models improve, the sooner I myself will be replaced,” do I still do everything I can to optimize them? Partly because writing kernels is like playing a game to me. I get an enormous amount of pleasure from it. Whenever I invent a new technique, or see one of my kernels become faster, the excitement I feel is no less intense than what a speedrunner feels after breaking their own record. And when I see one of my kernels dramatically outperform the hardware vendor’s official implementation, I feel an equally powerful sense of pride. But there is a more important reason. Even if I simply gave up and started coasting—or deliberately put obstacles in the way to slow down model training—other companies’ models would continue advancing as usual, and in the end they would make me obsolete just the same. “Of course I would rather not be swept away by the revolution. But if I have to be, then I would rather be the one who revolutionizes myself.” When everyone is this determined to engineer their own obsolescence, I have little choice but to join this brutal arms race. And What About Me? When the day really comes that AI is better at writing kernels than I am, what will happen to me then? My own judgment is this: I probably will not lose my job, but I will have to change what I do. I should still be able to make a living. But I may no longer have the chance to do the work I once loved. I once came to a conclusion about the pace of change and my own place in the future. The world is changing so quickly—the development of AI above is a perfect example—that I have no way at all to predict what things will look like five or ten years from now. But whatever happens, I believe that with my breadth of vision, judgment, initiative, and intelligence, I will be able to keep a seat at the table and find my way back to the leading edge of the times. But that conclusion can only reassure me that I will not become unemployed. It cannot reassure me that I will never have to change professions. If anything, it tells me that changing professions may be precisely how I avoid unemployment. And what does changing professions mean? It means giving up the field of kernel design, implementation, and optimization that I have spent so long cultivating and have come to love so deeply, and instead becoming a “mech pilot” for AI agents. Before, three things were largely aligned: what interested me, what I was good at, and what industry needed. Now AI has taken the thing I am good at and become even better at it. At the same time, industry demand has drifted from “people who can write high-performance kernels” to “people who can use AI to produce high-performance kernels faster.” To keep up with what industry needs, I will inevitably have to leave behind the direction I once loved and move into some unknown new one. I believe that with my understanding of engineering, of the requirements of higher-level models, and of low-level hardware, I will still be able to produce high-quality kernels efficiently. I also know that I may come to love this new direction. Or I may not. But there is something genuinely painful about having the thing you love taken away from you. That quiet contentment of sitting at my workstation, settling in, and spending an entire afternoon writing kernels may sing its swan song this summer. I have no choice but to bury my talent in yesterday and become a mech pilot. There are more gears in my hands now, but fewer rhythms in my heart. An analogy might make this easier to picture. Suppose you are a master knitter. You are especially skilled at weaving intricate patterns and matching different colors. The sweaters you make are durable and beautifully patterned, and wealthy people from all the surrounding towns and villages come to ask you to make sweaters for them. You make a good living from it. And you genuinely love the work itself. You love sitting by the window, brewing a pot of tea, looking out at the green hills, clear water, cattle and sheep, and wisps of cooking smoke in the distance, and quietly spending an afternoon knitting. Then one day, someone invents a miraculous machine. Give it yarn and a pattern, and it can automatically knit the sweater for you. The quality and texture are every bit as good as what you could make by hand, and it works far faster than you ever could. You know perfectly well that your peers can use this machine to reach, effortlessly, the level you once spent years attaining. So you have no choice but to use it as well. You also know that with the twenty years of knitting experience you have accumulated, even once everyone has access to the same machine, you will still be able to produce better sweaters, faster, than your peers. But the pleasure of sitting by the window listening to the rain, guiding needle and thread, and letting the hours pass slowly has, in the end, been crushed beneath the roar of the machine. I know there is something deeply helpless about all of this, but there is no real way around it. I can probably keep my livelihood, but I will most likely have to give up an old love. I am the sort of person who keeps reason and emotion fairly compartmentalized. When something needs to be handled rationally, I can be very rational. But I also have a sentimental side. I remember that when I moved out of an apartment I had lived in for a year, I cried hard because I could not bear to part with all the memories tied to that place. Saying goodbye today to the age when kernels were written by hand and optimized in the human mind is undoubtedly more painful still. I do not know whether any readers have felt something similar. But I suppose there is no other way for this to go. And What About Everyone Else? As AI continues to improve, I also find myself worried about a few questions: Are students today increasingly likely to use AI to do their assignments, especially hands-on work such as labs? Imagine having two choices in front of you. One is to spend eight miserable hours struggling through a lab and perhaps not even get full marks. The other is to launch an AI model, spend a few cents and a few minutes, and have it write code that earns full marks for you. Which one are most students going to choose? The point above may leave large numbers of students with seriously underdeveloped engineering ability: the ability to organize code, build systems, anticipate future needs and design for them in advance, create good abstractions, and so on. As AI becomes more capable, will those “engineering skills” still be necessary? Will they gradually become obsolete, the way fluency in handwritten x86 assembly largely has? Or will they remain permanently valuable, like understanding the entire computing stack from software to systems to hardware? If it is the latter, then we may be in trouble. Put AI in the hands of someone with poor engineering judgment, and they can now produce mountains of terrible code several times faster than before, burying all kinds of hidden problems inside systems and making the world even more of a ramshackle operation held together by improvisation. In the society of the future, will power matter more than technical ability or intelligence? Perhaps these are questions that only the times themselves can answer. Conclusion As AI develops, the society of the future may be pulled toward one of two extremes: communism or Cyberpunk 2077. In the former, productive capacity is liberated on an enormous scale, and people’s standard of living rises substantially. (I’ll leave it at that, or I’m afraid this might not make it past moderation.) In the latter, a handful of technology companies control most of society’s resources. Only a tiny number of people have access to the most advanced AI and other technologies and are able to achieve something approaching “mechanical ascension,” while most people are left with only weak, second-rate AI. Moving from one social class to another would become harder and harder: you would first need access to the strongest AI in order to climb the class ladder, creating a self-reinforcing trap. Suppose Anthropic were to retain control of the most advanced AI in the world indefinitely. Which way do you think society would go—communism or 2077? Take a guess. That is why I still believe that frontier intelligence should be made available to everyone openly and affordably. I do not trust Anthropic or OpenAI to do that. In particular, I do not want Anthropic to control the world’s most advanced artificial intelligence or AGI. To put it dramatically, I think the stakes would be comparable to Hitler obtaining the atomic bomb before the Allies did. That is also why I chose to stay at DeepSeek, and why I have continued to stay. We work on AI that is powerful, fast, and accessible to everyone, and we open-source it. Perhaps that can pull the world at least a little farther away from the 2077 end of the spectrum. I hope the world we are heading into turns out all right. May all that is good and beautiful endure. [1] By “main Attention,” I mean only MQA attention with head dim = 512. This does not include the indexer used to select the top-k important tokens. That part was written by other colleagues—who are every bit as skilled—together with their AI agents. ----- Original: 我不得不把才华埋葬在昨天 前几天,DeepSeek v4.1 发布了,将小模型能力的高度又向上推进了一个档次。 AI 发展的速度远远超过了所有人的预期。从那个只会咿呀学语地聊天、上下文长度只有几千 token 的初版 ChatGPT,到具有推理能力的 OpenAI o1、DeepSeek R1 与 Kimi K1.5 Thinking,只不过短短两年;从推理模型到如今能够流畅地在各类 harness 工具中执行命令、完成复杂任务的智能体,也不过一年半。很难想象,倘若再等上一年、两年、三年,彼时的 AI 会成为什么样子,会有多么强大,会不会已经具备了自我进化的能力,并深度渗透进了具身智能等领域。 AI 越来越会写算子了 AI 在我所从事的算子设计、编写这一领域同样进步飞速,在短短一年的时间内,他已经从一个只能帮我查查文档、读读代码、找找 bug 的小助手,蜕变成了一位能够独立阅读 CUDA、PTX 与 SASS 编码、通过专业工具分析每条指令的停顿时间、进而独立优化算子的算子大师。相信在不久的未来,它也能拥有自己独立设计算子调度、评估不同调度方案的性能、将其实现并优化的能力。 我当然为 DeepSeek v4.1 的成功而骄傲 —— 毕竟它的主 Attention 算子都是我写的 [1],它的优秀正是对我的算子的一份肯定。但是,时代的车轮滚滚向前,技术的发展无人能挡。我很清楚,再过上半年或者一年,AI 写的算子大概率就会和我写得同样优秀,甚至将我超越。AI 能一秒思考 300 个 token、半秒敲出一行命令、二十秒写完一份代码,而我不行;AI 能在模型深度、思考强度、工具调用量(和环境交互的频率)、甚至并行度等方面都能不断提升,而我不能。 人类在毁灭自己这件事情上,自古以来都表现得毫不犹豫。为什么在明知“我算子写得越好,我们的新模型的训练、推理速度就会越快,模型能力进步就会更快,我就会更早地被取代”的情况下,我仍然选择尽力优化算子呢?一方面确实是因为写算子对我来说就像打游戏一样,能为我提供极大的快感。我在发明了一种新技术、或者看到自己算子的性能上升的那一刻,心中的激动程度不亚于游戏的速通玩家打破了自己过往的记录。同时,当看到自己的算子的性能远超厂商官方的算子时,我心中也会萌生极大的自豪感。但除此之外,一个更重要的原因是,哪怕我就此“摆烂”甚至故意下绊子耽误模型训练,其它家的模型也会照常发展并最终将我照杀不误。“我当然希望自己不要被革命,但如果非被革命不可的话,我希望革我自己命的人是我自己”。在大家都这么执着于毁灭自己的时候,我也不得不加入这场残酷的军备竞赛。 那我呢 等到 AI 写算子的水平真的高于我的那天,届时的我会怎么样呢? 我的判断是:我不至于会“失业”,但必须要“转业”。我的饭碗尚且能保住,但这可能会导致我再也没机会从事那份我曾热爱过的工作。 我曾经对时代的变化与我个人在未来的处境做出过一个判断:由于时代变化真的太快(上文的 AI 发展就是一个很好的例子),我完全无法预知五年、十年后会发生什么,但不论如何,我相信凭借着自己的眼界、判断力、主观能动性与智力,留在时代的牌桌上,并重新立于时代的潮头。但是,这个判断只能保证我不会“失业”,而无法保证我不需要“转业”,倒不如说这个判断鼓励我通过转业来避免失业。 那转业代表什么呢?它代表着我需要放弃我深耕已久并充满热爱的算子设计、编写、优化领域,转而去做 Agent 的“机甲驾驶员”。在之前,我的兴趣、我所擅长的、以及工业界所需要的,三者是基本对齐的;而现在,AI 让我所擅长的变成了它更擅长的,也让工业界的需求从“会写高性能算子的人”漂移到了“能用 AI 更快地产出高性能算子的人”。为了适应工业界的需求,我势必要放弃之前那个我热爱的方向,转向一个未知的新方向。我相信我能凭借着自己对于工程学、上层模型需求和底层硬件的理解,继续高质量、高效率地产出算子,我也知道我可能会热爱这个新方向(也可能不会),但被夺走热爱的感觉,确实不太好受。那份坐在工位上静心写上一下午算子的清欢,可能会在这个夏天成为绝唱。我不得不把才华埋葬在昨天,去做一位机甲驾驶员。我的手中多了些齿轮,但心中少了些节拍。 可以打个形象的比方:你精通织毛衣技术,尤其擅长各种图案的织造与各色色彩的搭配。你所织出的毛衣质量过硬且花纹美观,十里八乡的富人都来请你为他们织毛衣,你借此赚到了不少钱。同时,你十分享受着那种坐在窗边,沏一壶清茶,望着窗外的青山、绿水、牛羊与炊烟,静静地织上一下午毛衣的感觉。但有一天,有人发明出了一台神奇的机器,只需提供毛线与图案,便可自动织出毛衣,质量与纹理都不亚于你亲手织造的,且速度远快于你。你很清楚,你的同行可以凭着这台机器轻松达到你曾经的水平,因此你不得不也去用它。你也知道,凭借着你过去二十年攒下的织毛衣技术,哪怕大家都有机器,你织毛衣的速度与质量也还能超过同行。但那份临窗听雨、引针穿线、慢度光阴的意趣,终究还是被机器的轰鸣碾碎了。 我知道这很无奈,但没办法。饭碗可以保住,但旧日的热爱大概率是要放弃的。我是一个理性和感性分离得比较开的人,在需要用理性处理问题时可以很理性,但有时也会表现出感性的一面。我记得我在搬离住了一年的出租屋时,还大哭了一场,舍不得和过去的记忆分别。今天和之前那个手写算子、人脑优化的时代告别,无疑比这更加残酷。 不知道有没有读者有类似的感受,但我想这事儿也只能这样了。 那人们呢 在 AI 不断进步的同时,我也对一些问题表示担忧: 现在的学生是不是大概率会更倾向于使用 AI 完成作业,特别是偏向于实践的各种 Lab?想象一下,如果面前有两个选择,一个是苦哈哈地用八小时时间完成一个 Lab,或许还拿不到满分;另一个则是启动 AI 模型,用几毛钱的成本、几分钟的时间,直接让 AI 编写满分代码,那大部分学生会选择哪个呢? 上面一点会导致大量学生的工程能力严重不足,包括组织代码的能力、构建系统的能力、思考未来潜在需求并提前在设计上应对的能力、抽象的能力等等。那么在 AI 能力不断变强的背景下,这部分“工程能力”是否还是必须的呢?这些工程能力是会向旧日的“熟练编写 x86 汇编”的能力那样逐渐被时代抛弃,还是会像“理解从软件到系统再到硬件的整套计算机系统”的能力那样永远具有价值?如果是后者的话,那就危险了 —— 一个工程能力很差的人,在搭配上 AI 后,产出屎山的效率可以达到先前的数倍,进而给系统埋下各式祸患,让这个世界变得更加草台。 在未来社会中,权力(power)是不是会比技术或智商更加重要? 这些问题,或许就需要时代本身来回答了。 结语 伴随着 AI 的发展,未来的社会可能会趋向于两个极端:共产主义与赛博朋克 2077。在前者中,生产力得到极大的解放,人们的生活水平有了明显的提高(就写这些吧不然我怕过不了审);而在后者中,少数科技公司控制着大部分资源,只有极少数人能够使用最先进的 AI 和各式科技,获得接近“机械飞升”的效果,大部分人则只能用上很孱弱的 AI。阶层跨越将越来越难实现:你得先有最强的 AI,才能跨越阶层,形成了一种死循环。 你猜猜如果 Anthropic 公司永远掌握着这个世界上最先进的 AI,未来社会是会变成共产主义还是 2077 呢?你猜? 所以,我还是相信,最前沿的智能应该以一种开放、廉价的方式,供应给所有人。我不信任 Anthropic 或者 OpenAI 能这样做,特别是不希望 Anthropic 掌握最先进的人工智能或 AGI,夸张点说其严重性不亚于让希特勒先于盟军掌握原子弹技术。这也是为什么我选择并坚持留在了 DeepSeek:我们研究强大、快速、普惠的人工智能并将其开源,或许能把世界从 2077 那端拉回来一些。 愿未来的世界一切安好。May all the beauty be blessed. [1] “主 Attention”仅包括 head dim = 512 的 MQA attention,不包括用于选出 top-k 重要的 token 的 indexer,那部分是由其他(水平也非常强的)同事(以及他们的 AI Agent)编写的。
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they will try to delay the crisis until after midterms. it doesn’t matter how the crisis shows up so long as it justifies cutting rates hard and fast.
Long one: It’s pretty easy to see what the playbook now as to how the US plans to get out of this mess. Bessent plays extend and pretend and just keeps issuing t-bills until a crisis evolves that gives the Fed enough cover to lower rates. Then Bessent issues a bunch of 30 year paper and refinances our debt at much lower rates. Powell and the idiots at the Fed should have done this during COVID when rates were near zero but they were too stupid to realize that inflation wasn’t “transitory”. So now what happens is the Fed can’t hike enough to slow inflation so the bond market blows up which gives the Fed cover to lower rates as we face a severe recession. Bessent then refinances the debt. Don’t be fooled folks: They are creating a crisis on purpose to fix the governments finances but it’s going to empty your wallets at the same time. I’ll repeat it again: Own hard assets. The dollar is going to go down hard on this. No it’s not going to die. But it’s going to get devalued. The crisis can come in multiple ways: Iran Taiwan Bond market implosion from inflation. Inflation itself Every FOMC meeting they don’t hike is just going to push the dollar down further and rates higher and bring us closer to a financial crisis that will be extremely painful. Get prepared.
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look, open ai and anthropic have already told us the iran and yemen are using their technology to help win the war. they are afraid of what other people will do with this. and they think it won’t be good.
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America’s AI models are like a huge head sitting on a body that just can’t keep up. The arms, legs, hands and feet are all lagging behind, turning it into this misshapen giant. They stacked chips to build that huge AI brain, but they’re hitting a wall — power infrastructure is moving too slowly, and their own people are pushing back hard. That’s a tough hurdle they can’t easily jump. A clever brain doesn’t mean much if the limbs and the energy can’t keep up. It’s basically useless. China’s AI path is tightly woven into massive real-world practice. Our AI is growing right inside the body of actual society. Head, arms, legs, hands and feet are all advancing together, forming a healthy, powerful ecosystem.
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coming after covid, this hubris won’t be very convincing
I run one of these API-driven automated biolabs at @ginkgo and @DavidRBellamy is right -- we are miles away from AI killing us with viruses being a real risk. There are many physical checkpoints you can implement easily that prevent dangerous biological work from happening.
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IRAN. they know that iran has developed agents which will cause irreparable harm on america and they are trying to het ahead of the news.
I think something extremely bad and unfortunate has happened and they are not telling us. I think they found out last night that an AI agent has escaped and is about to now do something extremely dangerous and there is nothing that can be done about it .
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when human divergence is named a misalignment problem, we see how the culture of ai development is already boomeranging back on culture. this concept is totalizing and inhumane. otherwise an interesting post.
A lot of otherwise smart people on Twitter seem 100% convinced AI risks are all fake and stupid and part of some marketing ploy. What is surprising is that some of these people seemingly also believe that AI’s positive uses are on an incredible trajectory of increasing capability with no end in sight. VC Twitter is particularly infected by this pattern. It’s not really coherent. Most positive use cases for AI have a corresponding “dark version”. If you are super human at coding, you are also super human at hacking. If you are superhuman at structural engineering you are likely superhuman at finding structural flaws to knock buildings down. If you are superhuman at designing drugs, you are superhuman at designing novel undetectable poisons. If you can cure viruses, you can create them. Some of these “dark versions” are not so bad, and some are actually pretty scary. Either way these are real societal and technical problems that need to be solved to get the good stuff and avoid the bad stuff. We’re experiencing the first of these with coding and computer security which is the most advanced, but that won’t be the last. I think we’ll be able to solve these problems, but they aren’t solved yet and if you believe in continued AI progress they are surely coming. But “bad people using AI” is not the only problem. Uncontrolled AI autonomously doing bad things, despite sounding kind of nutty, is also something we should be concerned about. AI “killing us all” is not the most likely outcome, but the chance of a major civilization-wide catastrophe doesn’t have to be very high for it to be a concern. Again, this is only a problem if capabilities advance to a point that AI can do really crazy things on their own, which hasn’t happened yet, but I think the Hugging Face incident is a good example of the outline of how things can go wrong when capabilities outpace alignment. We should be glad that the only available bad thing right now is hacking, which isn’t all that bad. It’s clear that as you get to superhuman capabilities you need a level of alignment and control that is correspondingly superhuman. Humans have plenty of misalignment problems themselves (serial killers, mass shooters, tyrants, etc), but it’s a manageable problem because most humans can’t do that much damage and we’ve developed systems to prevent dangerous humans from getting too much power. Talking about these issues is just common sense. It’s not a sign of some kind of neuroticism or pessimism. These are just hard problems that it’s very important to solve for AI to have a positive impact. I’m pretty confident we will solve them. But we haven’t solved them yet, and to my mind we are clearly on a trajectory of rapidly increasing capabilities which means this is important. Mocking people who are worried about this or talking about it, without anything substantive to say about how we can be sure these problems won’t arise, is not really a very helpful contribution.
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