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Naval
@naval
Incompressible
0 Following    3.8M Followers
Why can’t communists be communist the way the Amish are Amish, as in, peacefully, voluntarily, among themselves, without taking anyone else’s property or forcing anyone else to participate? If communism is really about cooperation and community, why does everyone else have to be forced into it?
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People who are serious about software train their own models.
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.@naval: “The opportunities have never been more equal than now. @elonmusk and @JeffBezos have the same iPhone you do. They don’t have some better version of an iPhone. They’re eating food that might be marginally better than yours, but it’s basically the same. You might even have a better diet than them. You probably have more time to go to the gym than them. They’re not immortal, and they’re not going to be—most likely, not at this time scale. So you have more youth than them. You have a lot of advantages over them. The wealth gaps are actually much smaller than people think. A lot of that is due to mass production, which comes from specialization, labor, and capitalism. But it’s very easy to overlook that and agitate—because that gets you higher in the status hierarchy with other monkeys. It makes you look like you’re fighting for noble causes and gives you status, which is really what people are craving these days. They’re craving status, not money or wealth. And status is a zero-sum game. So it’s kind of an evil game to play because there have to be losers for every winner. And the only way to win is by crushing somebody else down.”
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Open-source AI models do not threaten frontier lab profitability. The most valuable sectors of the economy - investing, product development, war, cybersecurity, even scientific discovery - are adversarial and competitive in nature. You pay to win, or someone else will.
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The hierarchy of desire: - The fame - The money - The team - The product - The work itself
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When truth is at stake, reasonable people will disagree. When power is at stake, they march in lockstep.
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We’ll know Google is serious about AI when they fire the current management team.
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Agent Programming Interface.
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After a long back and forth, GPT-5.6 Sol produced a proof (formally verified in Lean) of the following Ramsey number inequality: R(k+1,s+1) >= R(k,s)+2k+2s for 5<=k<=s. As a consequence, this also establishes a new lower bound R(12,12) >= 1641.
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Even for those deep in Zcash for years, this should fundamentally increase your confidence in the project. No more fear of "did they get the math wrong". Something better exists than a 100 audits & researchers Mathematical proof, checked by machines, of no undetectable bugs.
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Tomorrow Ironwood brings: - Formally verified shielded pool - Quantum recoverability - Privacy-preserving pool deprecation & migration logic The third is actually where all the work for this upgrade has gone. We want you to be able to migrate while preventing anyone from learning your exact balance, or linking your deposits. At a glance: - We must freeze Orchard, while allowing withdraws and splitting up your own txs - Turns out no shielded pool considered allowing private fund-splitting in withdraw only mode! - This is the circuit update - Orchard ZKP's are "per action" not "per tx". So we must prove - We must make it possible to pre-sign all your txs. - It was news to me this was not possible prior to this upgrade. RIP multisigs. Now it is :) - We must make your hardware wallets capable of pre-signing ~100 txs. Would have taken hours before. Now minutes. - Make your wallets able to produce dozens of ZKP's in the background. This involves fighting the limits of background wallet syncing and background compute The wallet stack has had large rewrites to facilitate this, shoutout to everyone involved! And that doesn't even include all the parallel work in scale and making the p2p stack more connected, and secure!
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Every “save the world” scheme starts by handing the money and power to the schemers first.
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Drones vs interceptors is not an even matchup - it’s like guns vs armored vests. The attacker gets surprise, gravity, & force concentration. Jamming and EMPs can’t stop hardened autonomous bullets The logic of MAD brought to individuals. If you can see it, you can kill it.
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If there were backdoors and biases hidden in open-weight models, you could count on closed-weight labs to find and reveal them.
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Don’t sell anything you wouldn’t want your children to buy.
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Impatience with actions, patience with results. @naval
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This sounds logically embarrassing. 1. Proprietary products and supporting OSS aren’t contradictory. @satyanadella doesn’t call Linux “unsafe”. @JensenHuang doesn’t campaign against ROCm / OpenCL. Compete and coevolve. 2. LLMs are made happen by “distilling” 40 years of collective intellectual property thanks to the open culture of the Internet. Pulling up the ladder here is misanthropic for the next generation.
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It doesn’t matter if open source software is developed by the CCP, the NSA, the Jews, ISIS, MAGA, ANTIFA, or the Illuminati. It’s open source - just audit and run it yourself. They can send me gold bricks too, as long as they’re at it.
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When software was expensive - thin, horizontal, best-of-breed software stacks extracted rents across every business. Now that software is cheap - value moves to vertically integrated businesses that deliver opinionated end-to-end experiences.
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Code is speech. The people pushing to ban open source and free speech are the bad guys.
Those against freedom of speech are the bad guys!
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