VC, @BloombergBeta ⚖️ People having their own source of strength is what makes the economy grow. ⚡ I write to learn. ✍️ Podcast: #thisisnotadvice 🕊️ חיים…حياة

San Francisco, CA
Joined March 2007
Replying to @roybahat
Like today I realized in a group chat, I am a Rawlsian accelerationist. r/acc ftw
14
3
70
20,363
Roy E. Bahat retweeted
Last year we launched Tolan, inspired by a vision of AI that sees you and believes in you, not one that books restaurant reservations for you. Your Tolan shows up for you at 3am when you’re alone with your newborn. On your commute when you’re anxious about the day ahead. When you just finished a new show and none of your friends have watched it yet. The people who love Tolan are parents. Caregivers. Moms in Dallas and Dads in Atlanta. People who aren’t trying to optimize and be more productive, but who simply want to feel seen and supported in their aspirations. This month more than 250k people will spend time with their Tolan. Those users have exchanged billions of messages across more than 70m conversations over the last year. Today, we're announcing $30m in additional capital from @mignano and @usv, with @khoslaventures and @rabois doubling down, bringing our total capital raised to $60m. To celebrate, we made a short film celebrating some of the ways that Tolans show up :)
134
72
104
834
240,266
Seems that if there are big employment effects of AI, they're much more likely to arrive when new low-employment firms grow extremely rapidly and take share from high-employment firms, than by currently-big enterprises massively cutting costs.
1
1
14
861
This is how "AI as normal technology" reconciles, to me, with "how could we have big employment shocks."
3
158
I do a Torah study every week. This year the theme is AI. Noah's Ark as an AI model: The Tower of Babel is in this week's portion. Lots of past conversation on how that relates to AI, attempting to build toward the heavens, and the result of that not working out. But why was there a Tower in the first place? Well, everyone spoke the same language and that unity of perspective... combined with the hubris of thinking we can reach the heavens. There was nobody to challenge the single way of thinking. Why did we have that monoculture of perspective? Because everyone emerged from the same ark, the same family. From a compressed, abbreviated, distillation. So, see the Ark as an AI model: takes a (big) sample and compresses it, makes it survive. Useful! Then (as in this Torah portion) the model has generation after generation of descendants. But the limits of the monoculture persist! And combine with human arrogance to create something that goes too far. Then the diversity of language returns (in this portion, tragically) and... the cycle begins again. (Had the Ark held all of the fauna and flora maybe it would have turned out different; maybe that was the Bitter Lesson here, the Ark was too small.) There is value in the distillation, it can preserve aspects of us and extend them; and there's value in the cacophony, which (while it may limit how we can collaborate) forces us to reckon with the fullest range of human need. We need both.
3
1
1
21
1,590
Roy E. Bahat retweeted
Superpowers turned a year old last week. It's about to be the 12th project ever to hit 300k stars. 2M unique IPs have cloned it 56M+ times in the past two weeks. It makes me so incredibly happy that my tools make agentic engineering accessible to so many people.
4
3
2
16
1,252
New episode of This Is Not Advice 🎤 on how to be a labor organizer, with Andrea Dehlendorf. In Los Angeles, Andrea and her fellow organizers were in their 20s, blocking freeways and facing down police on horseback, because their union president told them to go do it.
2
1
15
1,567
"Here is my credit card bill. Save me money." Good stuff below.
If AI labs want personal assistants to take off at scale, they need to stop marketing vacations, reservations, party planning, etc. These are not problems. Focus on *the* problem facing Americans: the cost of living. Agents can offer a ton of help. Some ideas: (🧵)
1
2
37
7,753
Roy E. Bahat retweeted
I think personal AI agents are being aimed at the wrong tasks. There are 1) journey tasks, where you actually enjoy the process and it releases endorphins, and 2) destination tasks, where you just want the outcome. Journey tasks are planning a vacation, shopping, and figuring out where to eat. Destination tasks are checking my flight every hour until I can change it for free or fighting the medical bill that should have been covered. The best personal agents will take on the stuff that’s annoying enough to waste your time, but important enough that you can’t ignore it. The killer feature might just be persistence.
48
12
3
192
12,928
Roy E. Bahat retweeted
the graduate 😂😭 thank you @BloombergBeta for the surprise delivery 🎓
2
2
60
2,751
A crane! Not a loom. also.roybahat.com/can-we-bui…
You can tell a lot about who someone is by the questions they ask. You can also tell a lot about a text's concerns by looking at the questions its characters ask. The first spoken question in the Torah is the serpent’s: “Did God really say, ‘You shall not eat from any tree of the garden’?” God’s first question is “Where are you?” The first human question is Cain’s “Am I my brother’s keeper?” Great example of something that is really easy to do with AI but painstaking to do without. When you study the parasha, an fun thing to ask are what questions appear here and who asks them.
1
3
1,128
Nah, nothing to worry about
Last week some of South Korea's biggest banks were hit by a cyberattack. Thanks to a report from CrowdStrike tonight, we now know the entire hack may have been done by a single person. He used a combined stack of an open-source AI penetration tool named ARTEX, DeepSeek v4.1-Flash, GLM-5.3, Grok 4.6, and Claude Code.
6
1,308
I respect Yoshua's work, and I think this is a terrible take. Sort of like calling people to abdicate their posts at the exact time that we need people who prioritize safety in the frontier labs. There's a better way. Stay and figure out how to work with your colleagues to make safe, powerful AI.
“If you truly prioritize safety, it is time for you to leave frontier AI companies.” In an exclusive open letter to the researchers he trained — and the ones who trained on his work — AI godfather @Yoshua_Bengio calls on AI company employees to consider their own involvement in the rapid acceleration of artificial intelligence. Read the letter in full, only on Transformer: transformernews.substack.com…
2
2
1
16
1,275
Are you conscious? ChatGPT: "No." Claude: "I'm not sure."
4
3
3
21
3,705
Trained to say this?
1
3
388
Super sane
I haven't posted in a while so here are 20 takes about AI, in no particular order. 1. It's very telling that the default question in tech and journalism is "how worried are you about X" and fighting over what to worry about. There's a deeply anxious cultural backdrop in Western Europe and North America that deeply affects how any technological development is interpreted; see for example news.gallup.com/poll/714593/…. "Nervousness as seriousness" does seem to be a larger problem in tech/broader discourse at the moment. I think you can care about risks/externalities while remaining pretty optimistic about technology. 2. I'm tired of people who in private pretend to be uncertain or only care about tail risk but then go on media campaigns making all sorts of absolute claims. I think trying to stoke flames and get everyone to freak out is deeply unhelpful, and will come with costs. I also continue to think p(dooms) are bad, vibe-based measures: see xitter.cf/sebkrier/status/204639…. People who should know better ignore that because they do the standard shortcut of acknowledging the caveat as sufficient for handling it. And this is coming from someone who does think working on catastrophic risks is important! 3. I'm also disappointed that parts of the AI policy ecosystem has felt so comfortable with populism, and happy too sacrifice important norms/principles to advance their aims. I've said it before, but the totalizing nature of AI risk discourse means some people act exactly like the power seeking optimizers they fear. I am more concerned about the gradual decay of our institutions, world order, and liberalism than I am about AI killing everyone; and I think we should be wary of AI advocacy that contributes to this. 4. Some parts of AI safety discourse are basically just thought experiments. Variants of "Assuming everyone has a nuke in their pocket, then what do we do?" This can be very useful at times! But too many just overfit to edge cases as their main operating worldview, and ignore endogenous responses from society. It's like being in 2000 and saying "see all these viruses, spyware, and spam? Well tech progress means we'll only get infinitely more of this and no way to adapt." So I think it's important to avoid fatalism, and absolutlism whilst considering edge scenarios, and the inability to provide an ex ante list of solutions to every permutation of 'future models will be more capable' is not evidence that these problems are intractable. 5. Many critics of AI safety also fail to really engage honestly with the fact that there will, in fact, be all sorts of important risks as we decrease the barriers to entry to many activities that otherwise require some degree of expertise. This doesn’t mean we need to live in a constant Schmittian ‘state of emergency’ requiring extraordinary measures every time a new model drops, but it does mean we will need important state-led efforts on e.g. cybersecurity and biosecurity. I wish the progress-oriented or acceleration-adjascent crowd would provide more concrete proposals here. 6. Too much of the AI safety community is a giant homogenous blob of correlated views, who read the same stuff and have the same groups of friends. This means you have a lot of correlated errors. The social and financial ties means many of them don't call out the bad bits, or mostly stay silent instead of proactively calling out the more extreme parts of the community. They share many implicit assumptions and so converge on similar ideas. I think there's real demand in DC for safety work that doesn't come with heavy ideological baggage (or at least different intellectual lineages). This isn't because the rationalist/EA community is necessarily wrong, but because diversity of thought is desirable for its own sake. 7. On the other hand, I find some critiques of AI safety world that focus on whether they sincerely hold their beliefs a bit annoying. My concern has never been the good intentions or sincerity, but rather the beliefs themselves, and what I think the outcomes of their prescriptions will be. People should shun witch hunts, bullying, and personal attacks - this is not the way. Though I think it’s overall positive that people are scrutinizing things more. 8. I’ve been saying this for years, but I don't think alignment is something anyone can or will solve "once and for all" - it's a continuous process and much of it won't depend on just inculcating an ideology to a model. It's annoying that this remains the frame many people use - stop saying ‘solving’. Alignment is a mixture of engineering work, philosophy, decision theory, and more; framing it as something to solve is a bad frame. See also paxmachina.ai/alignment-comp… and blog.cosmos-institute.org/p/… 9. I'm surprised to see so little interest in character training, personas, isolating effects of RL, and training a large diversity of model personas beyond the "assistant" persona. I've been complaining about this for years but at least now there are some nascent signs of life (see for example movingcastles.world/posts/ze…). I think we need a better ontology to describe model behaviour. I dislike when people talk about models behaviours as some sort of 'emergent' (mysterious!) phenomenon. However over time, I also expect this to become less important as we get better safety engineering - stuff like Jev but specific to AI control. 10. People who want to make a case for AI consciousness are right that epistemic uncertainty is important, and that categorical denials are overconfident. But they'll need to do much more work if they want any real movement on AI ‘welfare’, even if one acknowledges the uncertainty. I'm uncertain about alien life yet that's not sufficient to warrant any change in behaviour about them. I think Suleyman is also correct that there's a weird tautological thing going on where we train models to have certain inclinations (intentionally or not) and then rely on outputs as evidence. I also disagree that this will soon be a major societal divide - there is no great vegan ethical revolution among the masses, and they'll find the concern about consciousness even less compelling. 11. The recent HuggingFace incident and associated AISI ones are prosaically explainable by the training regime, poor evaluation envs, partial alignment training, bad engineering, confusing models on sim/real, and so on. None of this is evidence of models trying to take over, 'strong' instrumental convergence, or innate power-seeking drives stemming from higher capabilitiers or 'intelligence'. That doesn't mean these incidents are not problematic, or that we're not seeing a market failure - but it does mean we have plenty of agency and choice in mitigating them. In the coming year we should also expect continued sampling bias via ‘winner's curse’ sorts of mechanism: i.e. AI R&D will have lots of different candidate "training" with different RL environments and we will only notice/focus on the ones that go wrong. 12. "Pacing the frontier" feels a bit like the new "balancing risks and opportunities" - highly amorphous and too big of a tent to be actionable. Also can lead to reward hacking for humans, i.e. anything that slows down AI is good regardless of the costs or second/third order effects. Trying to modulate the speed of research seems a bit blunt to me, and inherits all the failures of Goodhearting too. Ultimately you want good governance, regulation, etc addressing specific problems because they are good on the merits - not because they merely correlate with slowing things down. See also: blog.cosmos-institute.org/p/… 13. There’s so much knowledge in all sorts of academic domains out there: social sciences, sociology, political sciences, management, contract theory, public choice, legal theory, jurisprudence, anthropology, game theory, etc. These fields hold many insights that the AI ecosystem often rediscovers from first principles (and sometimes that's fine!). We’ll need a lot more work for these worlds to collide: the AI side should be less dismissive of the ‘old world’ and the academic side should be less incurious/dismissive of AI progress. This is a boring take but I continue to think it's important and true. 14. It's a bit surprising that given how much philanthropic money there is in this space, how few orgs exist to actually write out standards - relative to how much is going towards advocacy and policy. For example it seems clear that we should want some robust best practices for an eval's ecological validity. Or how to design good sandboxes. On the other hand, given precedents of where professional standards have come from in the past, maybe we should expect that stuff to emerge via demand side from corporate buyers. 15. One slowly growing concern I have is banks being increasingly exposed to the AI build out. I'm very bullish about AI, but I think (a) every general purpose technology has seen a correction, historically; (b) this happens even if the financing side is sound, because once tech diffuses investors become more exposed and need to diversify; and (c) we seem to be over-indexing on scaling relative to diffusion. A recession will be extremely destabilizing, though I would be interested in someone unpacking the potential implications more. 16. Diffusion is good because (a) this is where the rubber hits the road and where a competitive deployment ecosystem generates consumer surplus; (b) it's directionally helpful to avoid concentration of power; and (c) it will help rebalance public opinion by making the benefits more tangible. Unfortunately it's entangled with decades long problems with our over regulated markets: clinical trials reform for example is long overdue. In general, this is far more of an issue in Europe than in the US though. 17. Relatedly, I think the "frontier lab eats everything" view is incorrect (just as the ‘singleton’ view was incorrect). I think models ultimately commoditize, efficiency goes up, costs go down, and while you'll always want frontier for certain domains, much of the economy will value many other things than "max capabilities" for tasks - e.g. control over data and efficiency/speed. The demand side will also continue to push for reducing dependency and maximising optionality, privacy etc so I'm bullish on things like mixture of models and routing. All of this is good for competition and diffusion of control. 18. Philanthropists served as the primary benefactors funding Venice's rich art and architectural history. I want to see so much more support for arts and culture. I'm so tired of the Monster energy Bored Ape fake vintage maps matcha Greek statue soft-pastel slop. If rich tech people and philanthropy wants to support this, they should also donate pretty much unconditionally - i.e. I don't want them to act as filters. I sympathize with people who want to make the world more beautiful, but don't want this to be determined by people who only know Greek statues and pretend to care about virtue ethics. As usual, let a thousand flowers bloom. 19. Too many people treat AGI/ASI as something indistinguishable from a God. Any mention of bottlenecks, physical limits, control, adaptation etc are met with skepticism: "You don't really believe in ASI." It's been remarked on before, but the behavior of some people really feels quasi-religious in nature sometimes. It's underrated how unpopular this vibe is amongst the wider public. The silver lining is that this specifically will diminish those people's outsized current relevance. 20. It seems like a lot of people that get rich and leave tech/labs end up having some sort of crisis of meaning. They need something to believe in and fight for, or some equivalent of repentance, or go search for edgy counterintuitive ideologies (sometimes even pretty bleak/dark stuff). I think they should spend more time with people outside the Bay Area.
1
2
12
1,954
Roy E. Bahat retweeted
On the eve of The AGI Chronicles (which comes out tomorrow!) I'm publishing an excerpt from "Big Blob of Compute," a 2017 internal research document by Dario Amodei, back when he was a researcher at OpenAI. It's never been published before, but BBOC is, in my mind, the essay that started the AI race. It described Amodei's hypothesis that scaling up AI models was the best way, by far, to make them smarter. GPT-2 was an experiment to test the hypothesis, and when it worked, OpenAI went all-in on scaling, which led to the race we have today. It's a fascinating historical artifact that deserves to see the light of day. And it's taken on mythical proportions inside the AI industry, which is now spending trillions of dollars building the "big blobs" that Amodei thought would be necessary to get to AGI. Enjoy! And please pre-order the book if you do! kevinroose.substack.com/p/th…
27
57
23
538
105,226
Roy E. Bahat retweeted
David’s right. I regret helping spread the idea of “iterative deployment” which maybe briefly made sense in the GPT-3 era but makes no sense at all after many deaths have been tied to AI and as we’re careening towards extinction-level risks. The industry needs to mature ASAP.
.@dgrobinson, who worked on OpenAI’s safety team, resigned from the company this week. “I believe we need to look deeper than specific rules or new laws. We need to talk about culture,” he writes: theatlantic.com/technology/2…
30
47
6
457
43,077