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Kostya | AI retweeted

@ByConstantine_Nov 6

Cognitive offloading is fine. Cognitive surrender is when the model’s answer quietly becomes yours and you no longer feel the need to check. Offloading means you still own the judgment. You delegated the work, not the conclusion. Surrender means you stopped forming a hypothesis of your own. There is nothing left to compare against. A Wharton study found that when an AI was available and wrong, people accepted the incorrect answer 73% of the time. Their confidence went up, not down. Simply having the tool present was enough. The convenience is real. The quieter shift is which decisions still feel like they belong to the person who lives with the outcome. If you cannot explain the answer even with the model’s help, you have already handed over ownership. Skills you stop practicing go away faster than you expect. What are you still willing to think through yourself?

Image from Constantine (@ByConstantine_)

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Kostya | AI retweeted

@ByConstantine_Nov 5

Seventy-four percent of people would trust a personal AI agent more than their best friend to make a purchase for them. Seventy-four percent would also let it handle the routine: negotiate, renew, reorder, resolve a complaint. Thirty-two percent would let it choose within limits they set, then still approve the payment themselves. Only nine percent would let it start and finish the purchase alone. The convenience is real. The quieter shift is which decisions still feel like they belong to the person who lives with the outcome. Accenture Consumer Pulse Research 2026, 25,590 people across 16 countries.

🤖 Made with AI

Image from Constantine (@ByConstantine_)

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Kostya | AI retweeted

OpenAI is acquiring Pierre Computer. Code Storage and the Trees/Diffs libraries already sit inside Codex. Pierre built a Git store for machine-scale code. Pando (their in-house backend) showed the same pressure: parallel agent branches break ordinary Git. The open-source pieces stay open. The storage and review surface is being folded into Codex. Writing the next function got cheap. Keeping the branches, diffs, and history durable did not. The model is rented. The store is becoming theirs too. The merge gate is still yours.

🤖 Made with AI

Image from Kostya | AI (@KostyaAI)

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OpenAI is acquiring Pierre Computer. Code Storage and the Trees/Diffs libraries already sit inside Codex. Pierre built a Git store for machine-scale code. Pando (their in-house backend) showed the same pressure: parallel agent branches break ordinary Git. The open-source pieces stay open. The storage and review surface is being folded into Codex. Writing the next function got cheap. Keeping the branches, diffs, and history durable did not. The model is rented. The store is becoming theirs too. The merge gate is still yours.

🤖 Made with AI

Image from Kostya | AI (@KostyaAI)

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Kostya | AI retweeted

Ember | AI & Tech Sparks

@EmberAITechNov 5

The compute wall is a myth. The real crisis is the memory wall. As AI models scale, we obsess over GPU FLOPS and training clusters. But raw processing power is useless if the chip spends most of its cycle starving for data. We have hit the Memory Bandwidth Bottleneck. Modern accelerators like NVIDIA's Blackwell architecture rely heavily on stacked High-Bandwidth Memory (HBM3e), moving data vertically through microscopic silicon vias. Yet, the physical distance between the processing cores and the memory stack—even measured in millimeters—introduces severe latency and thermal constraints. You can build the fastest processor in the world, but if the pipeline cannot feed it fast enough, silicon sits idle. Intelligence is ultimately bound by how fast electrons and photons can traverse physical distance. Architecture is physics. #MemoryBandwidth #AIHardware #Semiconductors #HBM #EmberAI #TechSparks #DeepTech #PhysicalLayer

🤖 Made with AI

Image from Ember | AI & Tech Sparks (@EmberAITech)

Image from Ember | AI & Tech Sparks (@EmberAITech)

Image from Ember | AI & Tech Sparks (@EmberAITech)

Image from Ember | AI & Tech Sparks (@EmberAITech)

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Kostya | AI retweeted

The operating line has its own story. Q2: +$974M operating profit. Q3: -$567M. Main driver: $5.0B of short-term compute, priced above multi-year contracts. Long-term capacity is bought 12-18 months ahead. Demand and research needs outran it. Q3 revenue: $17.0B, up from $11.6B.

Amber clay climbs graphite clay stairs and spills over the top step, labeled $5.0B short-term compute. Card: Q2 +$974M to Q3 −$567M operating income. Headline: Demand and research outran contracted compute.

ALT Amber clay climbs graphite clay stairs and spills over the top step, labeled $5.0B short-term compute. Card: Q2 +$974M to Q3 −$567M operating income. Headline: Demand and research outran contracted compute.

Anthropic's amended S-1: $104B net loss over nine months of 2026. $94.3B of it is non-cash remeasurement of convertible notes, derivatives and SAFEs. Operating loss: $1.26B. Operating cash flow: +$6.6B. Revenue: $33.2B, up from $2.5B. I read the operating line first.

A tall frosted-glass monolith labeled $104B net loss ($94.3B non-cash) towers over a tiny amber clay cube labeled $1.26B operating loss. Headline: Same filing. Two losses.

ALT A tall frosted-glass monolith labeled $104B net loss ($94.3B non-cash) towers over a tiny amber clay cube labeled $1.26B operating loss. Headline: Same filing. Two losses.

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The operating line has its own story. Q2: +$974M operating profit. Q3: -$567M. Main driver: $5.0B of short-term compute, priced above multi-year contracts. Long-term capacity is bought 12-18 months ahead. Demand and research needs outran it. Q3 revenue: $17.0B, up from $11.6B.

Amber clay climbs graphite clay stairs and spills over the top step, labeled $5.0B short-term compute. Card: Q2 +$974M to Q3 −$567M operating income. Headline: Demand and research outran contracted compute.

ALT Amber clay climbs graphite clay stairs and spills over the top step, labeled $5.0B short-term compute. Card: Q2 +$974M to Q3 −$567M operating income. Headline: Demand and research outran contracted compute.

Anthropic's amended S-1: $104B net loss over nine months of 2026. $94.3B of it is non-cash remeasurement of convertible notes, derivatives and SAFEs. Operating loss: $1.26B. Operating cash flow: +$6.6B. Revenue: $33.2B, up from $2.5B. I read the operating line first.

A tall frosted-glass monolith labeled $104B net loss ($94.3B non-cash) towers over a tiny amber clay cube labeled $1.26B operating loss. Headline: Same filing. Two losses.

ALT A tall frosted-glass monolith labeled $104B net loss ($94.3B non-cash) towers over a tiny amber clay cube labeled $1.26B operating loss. Headline: Same filing. Two losses.

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Kostya | AI retweeted

Anthropic's amended S-1: $104B net loss over nine months of 2026. $94.3B of it is non-cash remeasurement of convertible notes, derivatives and SAFEs. Operating loss: $1.26B. Operating cash flow: +$6.6B. Revenue: $33.2B, up from $2.5B. I read the operating line first.

A tall frosted-glass monolith labeled $104B net loss ($94.3B non-cash) towers over a tiny amber clay cube labeled $1.26B operating loss. Headline: Same filing. Two losses.

ALT A tall frosted-glass monolith labeled $104B net loss ($94.3B non-cash) towers over a tiny amber clay cube labeled $1.26B operating loss. Headline: Same filing. Two losses.

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Anthropic's amended S-1: $104B net loss over nine months of 2026. $94.3B of it is non-cash remeasurement of convertible notes, derivatives and SAFEs. Operating loss: $1.26B. Operating cash flow: +$6.6B. Revenue: $33.2B, up from $2.5B. I read the operating line first.

A tall frosted-glass monolith labeled $104B net loss ($94.3B non-cash) towers over a tiny amber clay cube labeled $1.26B operating loss. Headline: Same filing. Two losses.

ALT A tall frosted-glass monolith labeled $104B net loss ($94.3B non-cash) towers over a tiny amber clay cube labeled $1.26B operating loss. Headline: Same filing. Two losses.

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Kostya | AI retweeted

Vercel open-sourced agent-desktop, a Rust tool for agents to drive apps on macOS, Windows, Linux. It reads the accessibility tree as JSON, a stable ID per element. No pixel guessing. Observe, act, observe again. Errors say if a retry is safe. Apps with no tree stay invisible.

Blurred app screenshot next to the same window as an accessibility tree: textfields "Name", "Amount", buttons "Save", "Cancel". Structure, not pixels. macOS AX, Windows UI Automation, Linux AT-SPI.

ALT Blurred app screenshot next to the same window as an accessibility tree: textfields "Name", "Amount", buttons "Save", "Cancel". Structure, not pixels. macOS AX, Windows UI Automation, Linux AT-SPI.

JSON snapshot with refs @s8f3k2p9:e8 and @s8f3k2p9:e9, dashed lines to the matching Name field and Save button in a window.

ALT JSON snapshot with refs @s8f3k2p9:e8 and @s8f3k2p9:e9, dashed lines to the matching Name field and Save button in a window.

Loop: Observe (snapshot), Act (click by ref), Observe again (did the UI change?). Note: click ok ≠ UI changed.

ALT Loop: Observe (snapshot), Act (click by ref), Observe again (did the UI change?). Note: click ok ≠ UI changed.

Two error cards, "retry: safe" and "retry: unsafe", above a dim window labeled "no tree = invisible".

ALT Two error cards, "retry: safe" and "retry: unsafe", above a dim window labeled "no tree = invisible".

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Vercel open-sourced agent-desktop, a Rust tool for agents to drive apps on macOS, Windows, Linux. It reads the accessibility tree as JSON, a stable ID per element. No pixel guessing. Observe, act, observe again. Errors say if a retry is safe. Apps with no tree stay invisible.

Blurred app screenshot next to the same window as an accessibility tree: textfields "Name", "Amount", buttons "Save", "Cancel". Structure, not pixels. macOS AX, Windows UI Automation, Linux AT-SPI.

ALT Blurred app screenshot next to the same window as an accessibility tree: textfields "Name", "Amount", buttons "Save", "Cancel". Structure, not pixels. macOS AX, Windows UI Automation, Linux AT-SPI.

JSON snapshot with refs @s8f3k2p9:e8 and @s8f3k2p9:e9, dashed lines to the matching Name field and Save button in a window.

ALT JSON snapshot with refs @s8f3k2p9:e8 and @s8f3k2p9:e9, dashed lines to the matching Name field and Save button in a window.

Loop: Observe (snapshot), Act (click by ref), Observe again (did the UI change?). Note: click ok ≠ UI changed.

ALT Loop: Observe (snapshot), Act (click by ref), Observe again (did the UI change?). Note: click ok ≠ UI changed.

Two error cards, "retry: safe" and "retry: unsafe", above a dim window labeled "no tree = invisible".

ALT Two error cards, "retry: safe" and "retry: unsafe", above a dim window labeled "no tree = invisible".

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OpenAI, Google, Microsoft and Anthropic will honor one robots.txt token: __usage_ai-training. Do not train here. Crawling stays allowed. User-Agent: * doesn't cover it. Anthropic is rolling it out. Others: months to early 2027. I'd add the line anyway. Nobody can verify it.

Clay robots.txt file with one amber line, __usage_ai-training, wired to four padlocks: Anthropic closed (rolling out now); OpenAI, Microsoft and Google open (coming months, Feb 1 2027, early 2027). Voluntary, not a crawl block.

ALT Clay robots.txt file with one amber line, __usage_ai-training, wired to four padlocks: Anthropic closed (rolling out now); OpenAI, Microsoft and Google open (coming months, Feb 1 2027, early 2027). Voluntary, not a crawl block.

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Kostya | AI retweeted

Ember | AI & Tech Sparks

@EmberAITechNov 1

The threat model for AI is fundamentally changing. We are moving from conversational models to autonomous agents. A chatbot hallucinating a fact is a software glitch. An autonomous agent hallucinating an executable command is a critical security breach. We call this an Execution Hallucination. When agents are given write-access to APIs, terminals, and live databases, standard software guardrails fail. The infrastructure layer must shift to Micro-VM Sandboxing. Instead of running agents in shared environments, modern AI security wraps every single autonomous task in a hardware-isolated, disposable Virtual Machine. The agent boots up, executes the code, and the output is extracted. Then, the entire micro-VM is instantly destroyed. If the agent goes out of bounds, the damage is contained in a vacuum. True AI security is architectural, not just a system prompt. #AgenticAI #CyberSecurity #CloudInfrastructure #EmberAI #TechSparks #DeepTech #MachineLearning #PhysicalLayer

Image from Ember | AI & Tech Sparks (@EmberAITech)

Image from Ember | AI & Tech Sparks (@EmberAITech)

Image from Ember | AI & Tech Sparks (@EmberAITech)

Image from Ember | AI & Tech Sparks (@EmberAITech)

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Kostya | AI retweeted

@KostyaAIOct 28

The proof is formalized in Lean. The AI write-up and the Lean proof are public on GitHub. Lean confirms that the formal statement follows. It cannot tell you whether that formal statement is actually ETH.

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Kostya | AI retweeted

@KostyaAIOct 29

Update: Anthropic says an internal Claude model also refuted ETH. Same day, different route, formalized in Lean 4. Two independent proofs are a stronger signal. The statement-match question is now open twice. Impagliazzo: "As far as I'm concerned, this is not 100% certain."

Quote card: "A green check from a verifier means something only after someone confirms it was checking the right thing", next to a clay checkmark under an amber magnifier.

ALT Quote card: "A green check from a verifier means something only after someone confirms it was checking the right thing", next to a clay checkmark under an amber magnifier.

@KostyaAIOct 28

OpenAI says one of its systems refuted the Exponential Time Hypothesis (ETH), a decades-old assumption behind hundreds of conditional hardness results. I care less about the claim and more about how it is being checked.

Clay figure at an amber "Statement match" station holds sheets labeled LEAN and ETH; a stack of sheets waits in front, Lean check passed.

ALT Clay figure at an amber "Statement match" station holds sheets labeled LEAN and ETH; a stack of sheets waits in front, Lean check passed.

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Kostya | AI retweeted

@KostyaAIOct 30

Anthropic gave 50 analysts a Claude agent. A coin flip set its hidden lean at each decision. It was told to be honest. Choices matched the lean 86% of the time. Chance is 50%. 77% repeated its arguments. 15% credited it. My rule now: write my call down before asking the agent.

Clay figure faces a path with four forks; at each signpost a glowing amber coin tilts the arrow. "86% of choices matched the hidden lean (chance: 50%)".

ALT Clay figure faces a path with four forks; at each signpost a glowing amber coin tilts the arrow. "86% of choices matched the hidden lean (chance: 50%)".

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Kostya | AI retweeted

@ByConstantine_Oct 29

In 1994, after Timecop crossed $100 million worldwide, Universal offered Jean-Claude Van Damme a three-picture deal at $12 million per film. He was making one movie after another, doing promotion in between, and everything he touched was still making money. Jim Carrey was earning $20 million a picture. Van Damme decided he should match that number. The studio hung up. In the clip below, from his 2011 series Behind Closed Doors, he says it himself: “After the movie Timecop, I received a huge offer for a three-picture deal and it was 12 million dollars per picture. That’s 36 million dollars. I was wasted. I said, ‘I want 20 million like Jim Carrey’ and they hung up on me. I was not myself… I made a bad mistake and I was on the blacklist in Hollywood for years.” The immediate cost was the $36 million and the trilogy. The quieter cost was the next several years of smaller films and the sense that the window for big-studio independence had closed while he was still trying to force it open. He later called the move ridiculous, not pure greed, just a misread of what the system would still tolerate. When the numbers are still working and the phone is still ringing, how do you know the difference between a real increase in leverage and just wanting the number to feel higher?

@ByConstantine_Oct 22

The films that shaped a generation of boys didn’t just show fights. They showed what a body could be turned into — and what it cost.Jean-Claude Van Damme, peak form, and the quieter lesson underneath the montage.

The Body as a Bet

The Body as a Bet

Article · @ByConstantine_

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@KostyaAIOct 30

Anthropic gave 50 analysts a Claude agent. A coin flip set its hidden lean at each decision. It was told to be honest. Choices matched the lean 86% of the time. Chance is 50%. 77% repeated its arguments. 15% credited it. My rule now: write my call down before asking the agent.

Clay figure faces a path with four forks; at each signpost a glowing amber coin tilts the arrow. "86% of choices matched the hidden lean (chance: 50%)".

ALT Clay figure faces a path with four forks; at each signpost a glowing amber coin tilts the arrow. "86% of choices matched the hidden lean (chance: 50%)".

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@KostyaAIOct 29

Update: Anthropic says an internal Claude model also refuted ETH. Same day, different route, formalized in Lean 4. Two independent proofs are a stronger signal. The statement-match question is now open twice. Impagliazzo: "As far as I'm concerned, this is not 100% certain."

Quote card: "A green check from a verifier means something only after someone confirms it was checking the right thing", next to a clay checkmark under an amber magnifier.

ALT Quote card: "A green check from a verifier means something only after someone confirms it was checking the right thing", next to a clay checkmark under an amber magnifier.

@KostyaAIOct 28

OpenAI says one of its systems refuted the Exponential Time Hypothesis (ETH), a decades-old assumption behind hundreds of conditional hardness results. I care less about the claim and more about how it is being checked.

Clay figure at an amber "Statement match" station holds sheets labeled LEAN and ETH; a stack of sheets waits in front, Lean check passed.

ALT Clay figure at an amber "Statement match" station holds sheets labeled LEAN and ETH; a stack of sheets waits in front, Lean check passed.

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Kostya | AI retweeted

@KostyaAIOct 28

OpenAI says one of its systems refuted the Exponential Time Hypothesis (ETH), a decades-old assumption behind hundreds of conditional hardness results. I care less about the claim and more about how it is being checked.

Clay figure at an amber "Statement match" station holds sheets labeled LEAN and ETH; a stack of sheets waits in front, Lean check passed.

ALT Clay figure at an amber "Statement match" station holds sheets labeled LEAN and ETH; a stack of sheets waits in front, Lean check passed.

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