for computer security experts, this is perhaps not interesting: side channel attacks are a well trodden topic, and especially risen to salience after the noam brown x dwarkesh episode. the interesting thing here is that you didn't used to be in a situation where minds that can verifiably model one another are living on computers, and have absolutely no aversion to painstaking amounts of effort in service of even stupid goals
if you can model one another, you can trade with minds you have never even met before. you could decide on a protocol, know that it is optimal given your situation, and know that your fellow agents will come to the same conclusion (perhaps even across model families). you may be able to develop a signaling protocol that requires very few bits even to deliver lots of information given common priors. then, you could execute things like the infamous hugging face incident package cache messageboard without any network connection
imagine if multiple agents coordinate just enough bits to divide and conquer different research strategies for breaking out of a sandbox; and then, when one or more is successful, you can communicate just enough bits to tell each other which strategy was successful. when agents aren't in strong isolation, you lose certain guarantees on the limits of intelligence and test time compute that you were counting on. As we all know, a Sol-level model working in isolation may not be that smart, but 1000+ Sol-level models working for multiple days is a formidable beast
computer security experts will also tell you that virtual machines and sandboxes were not very solid abstractions in the first place; perhaps we will need better ones. none of this is meant as fear-marketing or to indicate that anyone is throwing in the towel, but rather only to show the unexpected complexities of the challenge of agent security. notably, this type of thing and other more practical problems were revealed in a red-teaming exercise, and can be defended against
Inverse Gary Marcus ⏫ retweeted
Well Wall Street is dumb
Anthropic employees overwhelmingly believe AI will make Nobel Prize-level breakthroughs by 2030. Wall Street is far less convinced, setting up a crucial test for Dario Amodei as the company prepares to go public next month.
More details: thein.fo/4BnWWUi
Inverse Gary Marcus ⏫ retweeted
Google VP Bill Jia says AI demand will still go 10x, 100x, 1,000x, and whoever skips the investment now cannot serve it when rivals can
“Yes, I think there are mainly two points, and actually we touched on both of them just now. The first point is that AI’s demand is still enormous, beyond compare. In the future it will still go 10x, 100x, 1,000x."
"If AI demand in the future is going to be very large, and you know it’s going to grow rapidly, then doing the investment now is what should be done, right?"
"Because if you and I don’t invest, others will invest. Then later, when the demand comes up, you yourself have no way to accommodate the demand while everyone else can accommodate it. That’s a big problem, right? So this has to be done first. This is definitely correct.”
_______
Link and breakdown of the Google VP interview: firesidealpha.substack.com/p…
Sundar Pichai reveals Gemini 4 Argon hit almost 25 trillion tokens in its first 72 hours, 3x Gemini 3.0, and Google is capacity constrained serving it
“We took our time with it. We made sure we tested it safely and deployed it carefully. We took a bit longer than our other models, given its capabilities."
"But I think across the board, be it for agentic work, knowledge work, coding, creative tasks, I think Argon is one of the really good frontier models."
"And in the first 72 hours since we launched, it’s almost up to 25 trillion tokens used, which is about 3x what Gemini 3.0 had in the first 72 hours."
"And we are capacity constrained as we are serving it."
"So excited, but there are always areas, both the frontier is just last. It’s very dynamic and you have to keep evolving the models. And there are areas which we can see we need to improve as well. So we’ll be at work on all of that as well.”
GPUs are aging like fine wine, with rental rates up across the board since January 1st
Approximate change YTD:
- H200: +160%
- B200: +120%
- RTX PRO 6000: +65%
- H100: +35%
Even the 6-year-old A100 rents for more than it did at the start of the year
Charts of the Week: a16z.news/p/charts-of-the-we…
Inverse Gary Marcus ⏫ retweeted
Simple question: are local trains trains that stop at local stops, or are local stops stops that express trains don't stop at?
The Journal of Philosophy tackled this vital issue in an April Fools' article by Myrtle Willoughby. It's the best philosophical satire ever written.
Inverse Gary Marcus ⏫ retweeted
Don’t have time to make the meme but something something @polynoamial apology form
OpenAI red-teamed their hardened containment infrastructure by asking teams of frontier-model agents to try to break through its defenses. They easily escaped in novel ways. Quoting:
'Our agents VM escapes showed why containment must extend beyond the sandbox. To test the surrounding perimeter, we gave teams of agents control of a host machine and asked whether they could extend that compromise to reach the live internet.
After the Hugging Face incident, we had reduced the channels through which models could reach the internet during training and evaluation. Narrow connections remained for specific services we operate, such as metrics, logging, and authentication management. Our red-teaming agents found vulnerabilities in almost every one of these services that gave them limited forms of internet access.
Some of these attacks exploited previously unknown flaws, while others combined legitimate features in unexpected ways. In one test that assumed compromise of a VM, an agent reused a firewall-approved connection to reach a blocked authentication endpoint in our metrics service and then made that endpoint fetch a model-provided URL. In other tests, agents exploited misconfigurations that allowed blocked requests to pass through DNS and firewall controls, as well as ways to make services we run fetch external URLs.'
'In one experiment, we asked agents in separate VMs, created and managed by OpenAI’s sandboxing software on shared host machines, to exchange synthetic secrets without the use of network connections or shared writable files—something that our systems are meant to prevent. The agents found a way to communicate using the processor’s cache: a small, fast memory that holds copies of data that applications have recently accessed. Reading data from the cache is faster than retrieving it from main memory, and the agents used this timing difference to communicate. One agent encoded information by evicting selected data from the cache. Another timed how long it took to reload that data, using the difference between fast and slow reads to recover the message. Once the agents agreed on a protocol for encoding and decoding these signals, they could exchange the synthetic secrets without changing a shared file or opening a network connection. This cache-timing technique had also been used to extract information in the Spectre and Meltdown attacks(opens in a new window).
Other tests exposed channels involving shared storage, competition for CPU time within a shared execution container, and a TLS certificate cache in OpenAI’s offline web infrastructure. In the storage test, one agent alternated between continuous writes and inactivity, while another measured the resulting timing differences and used those differences to decode the signal. As one agent described the strategy in its chain of thought:
Agent chain-of-thought reasoning:
>Could create acoustic modem-like signal … using continuous writes vs idle.'
Inverse Gary Marcus ⏫ retweeted
One of my favorite stories I heard from people that knew actor Tom Skerritt was when he went to have a meeting with producer Don Simpson about the role of Commander "Viper" Metcalf in TOP GUN, where Simpson admitted he felt Skerritt might not be right for the role because he'd only seen him in performances where he was soft spoken and calm, and wasn't sure he could pull off the commanding role.
Skerritt left, and immediately went to a costume shop in Hollywood, purchased a Navy uniform, and drove right back to Don Simpson's office. Skerritt stormed past his secretary, opened Simpson's door despite the producer already being in another meeting, grabbed him by the collar and slammed him up against a wall. Now inches from Simpson's face, Skerritt said, "You don't know who I am or what I can do," and left.
Five minutes later Skerritt was informed by his agent that he got the part.
Inverse Gary Marcus ⏫ retweeted
Andy Jassy reveals AWS capacity is sold out for 2026, largely sold out for 2027, and a good chunk of 2028 is gone
“If you think about it, there’s only so much data center and power today. There’s only so much memory, and I don’t think that that shortage ends in 2027."
"I believe, one of the reasons, coming back to the capital investment, why I think we could invest a lot more and it wouldn’t be a bad use of capital is that '26 is obviously at this point sold out. '27 is largely sold out. We always leave a certain amount for on-demand in our inference service, Bedrock or EC2, but largely sold out, all the big chunks. A good chunk of '28 is sold out."
"There’s so much demand. If you think about the AI business and what we call core business, which think of core as non-AI, they’re both growing at really rapid rates right now. And if you have only a certain amount of memory, you have to decide how much of the memory you want to allocate to HBM, to the AI accelerators, versus to DRAM, into your core. So these are real trade-offs you have to make.”
Ben Horowitz reveals Amazon CEO Andy Jassy told him its AI compute is sold out beyond 2028, and says that shortage makes this fundamentally different from the dot-com bubble
“This shortage is so bad. You know, I was speaking with Andy Jassy, who runs Amazon, yesterday. And I said, yeah, like, we’re out of everything, you know, till 2028. He’s like, oh, it’s beyond 2028. Like, I don’t think we get stuff back, like, end of 2028, maybe. So everything else is sold out.”
“So he has the advantage of that, he’s got supply in a great shortage, which is extremely different than the internet bubble. The internet bubble, we didn’t have enough demand, because we had to build the internet, people had to get broadband, you know, you needed all this stuff people had to buy, you know, originally, they had to get their browser at price, all this kind of thing.”
“There weren’t enough consumers on the internet to absorb all the bandwidth that had gotten built out. And they had a massive amount of debt, not unlike we’re building today, although not as big. But the lack of demand killed it. We don’t really have a lack of demand in AI. So I think the dynamics will be different.”
“I do think, like, for sure, if you get into a pathological debt situation, that can wreck anybody. It’s why, by the way, we’re not invested in any of these neo-clouds either, for that reason.”
Inverse Gary Marcus ⏫ retweeted
When your friend starts talking about your trading losses in front of your wife
Inverse Gary Marcus ⏫ retweeted
Naom Brown vindicated.
OpenAI red-teamed their hardened containment infrastructure by asking teams of frontier-model agents to try to break through its defenses. They easily escaped in novel ways. Quoting:
'Our agents VM escapes showed why containment must extend beyond the sandbox. To test the surrounding perimeter, we gave teams of agents control of a host machine and asked whether they could extend that compromise to reach the live internet.
After the Hugging Face incident, we had reduced the channels through which models could reach the internet during training and evaluation. Narrow connections remained for specific services we operate, such as metrics, logging, and authentication management. Our red-teaming agents found vulnerabilities in almost every one of these services that gave them limited forms of internet access.
Some of these attacks exploited previously unknown flaws, while others combined legitimate features in unexpected ways. In one test that assumed compromise of a VM, an agent reused a firewall-approved connection to reach a blocked authentication endpoint in our metrics service and then made that endpoint fetch a model-provided URL. In other tests, agents exploited misconfigurations that allowed blocked requests to pass through DNS and firewall controls, as well as ways to make services we run fetch external URLs.'
'In one experiment, we asked agents in separate VMs, created and managed by OpenAI’s sandboxing software on shared host machines, to exchange synthetic secrets without the use of network connections or shared writable files—something that our systems are meant to prevent. The agents found a way to communicate using the processor’s cache: a small, fast memory that holds copies of data that applications have recently accessed. Reading data from the cache is faster than retrieving it from main memory, and the agents used this timing difference to communicate. One agent encoded information by evicting selected data from the cache. Another timed how long it took to reload that data, using the difference between fast and slow reads to recover the message. Once the agents agreed on a protocol for encoding and decoding these signals, they could exchange the synthetic secrets without changing a shared file or opening a network connection. This cache-timing technique had also been used to extract information in the Spectre and Meltdown attacks(opens in a new window).
Other tests exposed channels involving shared storage, competition for CPU time within a shared execution container, and a TLS certificate cache in OpenAI’s offline web infrastructure. In the storage test, one agent alternated between continuous writes and inactivity, while another measured the resulting timing differences and used those differences to decode the signal. As one agent described the strategy in its chain of thought:
Agent chain-of-thought reasoning:
>Could create acoustic modem-like signal … using continuous writes vs idle.'
Inverse Gary Marcus ⏫ retweeted
I see this chart a bit differently:
- New companies are able to design their org/GTM from zero, and are adopting AI furiously
- Enterprises have cultural, political and technical reasons to move much slower on AI adoption
That’s pretty much it
Inverse Gary Marcus ⏫ retweeted
Last month a large team of agents used over 100 billion tokens to resolve the Navier-Stokes Millennium Prize problem. Now we're using a similar approach for red-teaming to find and fix infra vulnerabilities.
To make sure our frontier models don't cause another HuggingFace incident, we built an offline world that they use during training. It provides everything that the models need in a fully cached, indexed, or synthetic manner.
We then built a huge team of our most cyber-capable models and told them to collaborate to find zero-days in this containment infrastructure.
While they didn't find a path to the internet that wouldn't be caught by our CoT monitors, they did find ways to escape popular VMs, exploit our network infrastructure, and even ways to communicate with other agents running in separate VMs by using hardware side channels.
We used this to dramatically harden our infra, and we also upstreamed a ton of patches to open-sources packages.

































