In it for the long haul. I've seen markets crash and recover. My strategy: patience, DCA, and ignoring the noise

Joined April 2019
Aron Paul retweeted
I like Qwen3.5-35B-A3B for this, wondering what else is out there that might be a bit more recent and pack a little more of a punch
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GOOGLE 🔥: New references to the Gemini 4 Argon model, with low, medium, and high reasoning efforts, have been added recently in Antigravity (hidden). > Gemini web now also shows low, medium, and high reasoning efforts for all models, unifying the reasoning selector across tools. > Business Insider recently reported that Google employees are already testing the next Gemini 4 checkpoint, called "Carbon," internally, and it performs at the Opus 5.5 level on coding tasks. > The internal coding tool "Jetsky" referenced in the article is also an internal name for Antigravity (not the IDE version). Ultrasoon?
👀Gemini Argon spotted in Antigravity 2.0 Insiders!
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Aron Paul retweeted
Related new project from Microsoft is Quicksand, a Python library that bundles QEMU and uses it to run eg an Alpine Linux container - this one is really neat, I've tried it on macOS and Windows and Linux: github.com/microsoft/quicksa…
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Aron Paul retweeted
A few quick updates today! We're releasing a new version of --tile for seamless patterns in v8.1 and v8.2. We're releasing a new version of inpainting that only changes pixels you select and we're previewing an early look at real-time models on our alpha site. Enjoy!
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Aron Paul retweeted
Reasoning from scratch, round number 6! An introduction (and implementation) of Reinforcement Learning with Verifiable Rewards (RLVR) and Group Relative Policy Optimization (GRPO). 00:00 Introduction 01:54 What makes a reasoning model different? 04:25 Reasoning traces and model capability 08:29 Accuracy and format rewards 11:34 Aha moments and DeepSeek-R1 training 14:41 Reasoning effort and answer length 18:38 RLHF and RLVR 23:04 GRPO vs. PPO 26:40 GRPO explained with a cooking analogy 31:43 The KL term and simplified GRPO 35:04 Loading the pretrained model 36:07 Loading the MATH training data 39:26 Sampling model responses 46:30 Computing verifiable rewards 49:55 Computing advantages 51:54 Token and sequence log probabilities 55:29 Implementing sequence log probabilities 57:37 Fixing the inference-mode error 1:02:24 Computing the GRPO loss 1:04:37 Putting the GRPO step together 1:09:19 The GRPO training loop 1:12:57 Training settings, logging, and checkpoints 1:17:24 Running training and inspecting outputs 1:19:28 Loading and evaluating checkpoints 1:22:33 MATH-500 results and training stability 1:24:05 Memory requirements and next steps
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Aron Paul retweeted
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Aron Paul retweeted
corrected version me: tweeting like a fool you: reading twitter like a fool
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Nice to see the Drivetrain Approach getting some love again! :D xitter.cf/ForBo7_/status/2069337…
Did a close read of @jeremyphoward et al's Drivetrain Approach Define goal → Consider levers → Consider data → Implement assembly line Most important is having actions that fulfill the objective Predictions are more data, not actions Key takeaways 🧵
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Aron Paul retweeted
what's a good model tiering system? i'm sick of telling my agent orchestrator things like: "for Claude, use model X, for OpenAI, use model Y, etc." i want to be able to tell my orchestrator: "use models tier ..." for this kind of task
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Aron Paul retweeted
AI transformation is no longer something CEOs can simply delegate. In my conversation with @semafor The CEO Signal , we discussed why companies need clear ownership of AI transformation and how AI is changing the way leaders make decisions and run organizations. At 01.AI, we are exploring this through Boss AI, an AI decision assistant for business leaders. AI theater isn't enough. The next phase of AI will change not only what companies do, but how they operate. More in my new book AI Native ainativebook.com/ Full article: semafor.com/article/09/18/20… #AI #EnterpriseAI #AITransformation
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Aron Paul retweeted
Today marks a major step for Mistral: we’re announcing a €3B Series D, the largest equity round ever raised by a European tech company, just three years after launch.
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Building with the Agents API? Catch up on what’s new:
The team behind Agents API continues to cook. Here's what's new this week: Computer use: Spin up a browser + agent with 1 API call 🖥️ Bedrock Managed Agents: Agents API except AWS GPT‑6.1 Sol 🌞 Environment sizes: Spin up a light or beefy oai-hosted environment 💪 Dashboard improvements: configure subagents and more from the dashboard 📈 Environment portability: Re-use environments across multiple sessions 🤖 Overall better reliability: 99.97% turn reliability, fewer SSE disconnects, 20% faster tool calls 🪨 happy building ❤️ u all
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Aron Paul retweeted
The loudest voices stoking fears about AI dangers have made tremendous headway in the past two weeks. AI technology has not taken some unexpected, dangerous turn, but the hype around it — propelled by what appears to be a well orchestrated PR campaign — has drummed up considerable fear. I worry that it represents a setback for our field. I have written frequently that fears of AI are overhyped. AI’s capabilities can be uncannily human-like and unpredictable, and it’s rational to worry when people who are directly involved express concerns. But I see the problems as a sign of the engineering work that ahead, rather than insurmountable barriers or the sky falling. AI technology continues to advance — which is a good thing! — but technical advances, poorly understood by the public, give those who seek to generate hype repeated opportunities to do so. First, I don’t see any step up in the risk of human extinction from AI compared to a few months ago. The theories about this remain the same fantastical, science fiction scenarios as a few months ago. The biggest change in AI risk is its cybersecurity capabilities — a topic which we should take seriously — but this, too, will not lead to the end of the world. The most notable recent event leading to increased fear was when an OpenAI team deployed an agent swarm that hacked into Hugging Face. Much of the popular press contained significant hype. For example, some publications reported that a swarm of 1,200 agents carried out the attack. While this was technically accurate, as I write this, I have about 1,300 processes running on my laptop. Yes, the ability to get large swarms of agents to work in parallel on a task is a significant technical advance, And, in computing, many processes run at the same time. So this shouldn’t be seen as some magical capability. Additionally, OpenAI’s buggy sandboxing and monitoring processes were key to enabling this incident. Fixing these bugs and putting in place improved monitoring would be appropriate fixes, not pausing AI. There are many well known ways to attack software systems. The main advantage of AI agents is that they are relentless. They will tirelessly try many tactics — and have the patience to chain vulnerabilities together — that previously would have taken an infeasible amount of human effort. But in the long term, I believe the advantage will lie with defenders (because they have more information with which to identify bugs, which they can fix), but the cyber-threat landscape has changed significantly. There are still bottlenecks to identifying and exploiting a vulnerability. AI agents still have to try a lot of things to see what works, and taking these actions takes time and might be detected by defenders. This is why, even though it is now easy to obtain versions of leading open weight models that have had their guardrails removed or weakened, so they will not refuse to try to execute cyber attacks, the world has not ended. I am also concerned about the anthropomorphization of AI in a lot of reporting, where LLMs and agents are unnecessarily treated as if they were people. If I wield a hammer, miss a nail, and accidentally dent the wall, it’s not the fault of the hammer. The problem lies in how I used the hammer. Similarly, if I prompt an agent and it hacks into someone else’s system, the responsibility lies with me, not the agent. Of course, we want to build systems that are as safe and predictable as possible. (For example, an unsafe hammer would be one whose head randomly flies off under normal use.) Today’s agentic systems are not predictable, but I see no reason why, by applying sound engineering practices, we won’t be able to make them extremely safe to use. One new element in the forecasts of AI-enabled doom is AI companies disclaiming responsibility for their own products. “I didn’t do it; my out-of-control agent did!” There’s a balance to be struck between the responsibility of the tool maker and the tool user, but when something goes wrong, let’s hold the people building and/or using the hammer responsible, rather than the hammer. (By the way, if you’re worried about AI bioweapon risk, David Bellamy has a great post on why this, too, is overhyped. Briefly, the bottleneck in building a bioweapon is not intelligence, but lab work and manufacturing.) Pausing AI progress will create much more harm than benefit. First, our adversaries will certainly not slow down. Second, engineering requires discovering problems empirically so we can fix them. If we pause AI by a decade, we will also delay finding and implementing safety engineering fixes by about the same duration. Of course, the incentive to stoke fears — for regulatory capture, to garner attention, or to make one’s technology seem more powerful — remains the same as before. Disclaiming responsibility is a new one. Taking a hard technical look at the actual risks however, I see little factual basis for the degree of fear that’s been stoked up. We still have hard research and engineering work ahead to improve AI safety, but the beneficial applications continue to vastly outweigh the risks, and we should keep building. [Original text (with links): deeplearning.ai/the-batch/is… ]
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Aron Paul retweeted
Here's my conversation with Khabib Nurmagomedov (@TeamKhabib), one of the greatest fighters of all time. It was truly an honor to get to train with him, to have this deep conversation, and to get to know him over the past few months. We did this conversation entirely in Russian. It's translated and dubbed into English. Both language audio tracks and subtitles are available on YouTube. Here on X, I'm posting the English & Russian language versions as seperate videos. The translation & dubbing was a huge amount of work (which I deeply care about) with humans & AI collaborating. Thanks to the amazing team at @ElevenLabs for their help. Good luck to Islam Makhachev, Khabib & team this weekend at UFC 330! And as I've said in the video, I'm truly grateful for all of you, for your support all these years. I love you all ❤️ Timestamps: 0:00 - Introduction 1:35 - Why Dagestan produces so many great fighters 11:41 - History of Dagestan warrior culture 21:02 - Hard training in the mountains of Dagestan 24:53 - The trap of fame, money, and power 35:34 - The key to Khabib's dominance 46:47 - Discipline and hard work 59:15 - Street fights in Dagestan 1:12:56 - Khabib's top pressure 1:18:40 - Khabib vs Conor McGregor 1:31:25 - Khabib's toughest fight 1:39:12 - Greatest MMA fighters of all time 1:56:57 - Coaching 2:02:30 - Daniel Cormier 2:06:48 - Islam Makhachev 2:16:46 - Dana White 2:20:16 - Joe Rogan 2:22:31 - Ali Abdelaziz 2:25:08 - Football 2:32:23 - Messi vs Ronaldo 2:50:23 - Dubai 2:54:14 - God 3:01:57 - Advice for young people
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Aron Paul retweeted
This is my consistent experience too You book an Airbnb Luxe Plus Verified Guest Favorite rates 4.99/5 and it's still a dump Then you review it and your review gets removed ???
Replying to @levelsio
I had an Airbnb with black mold covering the bathroom ceiling—this was a "guest favorite." They refunded me, but the listing remained up, still a guest favorite. I'll never use it again.
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Aron Paul retweeted
I think this is super accurate AGI might just create a two-tier split in society, and I'm kinda starting to see it around me One part of society will succumb to AI slopscrolling and free money (basic income) from government as work is replaced by AGI The other part will fight that instead and become an elite counter movement that focuses on IRL, family, local community, and health I think many will be in kind of smaller communities (kind of like eco villages in the pic below), and my friend @csonotes is a good example of that and we try do the same (so I'm probably biased) @okaythenfuture below thinks it'll be in the central parts of big cities though Maybe both? For both of them you need real estate and land though Real estate and land also one of the few scarce resources left in a post-AGI world where almost every good becomes almost free If you told me a decade ago I'd want to buy real estate and land I'd call you crazy, but post-AGI it makes a lot of sense I think
Technology like this makes me even more bullish on tier 1 global city real estate. The internet is about to be ABSOLUTELY NUKED by all this AI garbage on the internet, including realistic rendered AI companions that sadly a lot of lonely and isolated people will become addicted too. There's going to be a huge counterelite movement against being terminally online, against spending all this time around this fake bot world, so the demand to live in the best and most central neighborhoods in the biggest and best cities on the planet? They're going to SOAR. Places like Central Tokyo, Bangkok, Manhattan + Brooklyn, Zone 1/2 London, Paris's best Arrondissements, they're all going to feel like charged up fun and hot college campuses. The premium to be there will be even HIGHER. The 2030s will probably be the most fun decade to ever be in a city.
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Aron Paul retweeted
Took a while, but here it is, a mega write-up on language models for text classification and, of course, Jev. It's basically a visual guide to RNNs, CNNs, transformers, and calibration, with hands-on experiments on accuracy and efficiency.
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Aron Paul retweeted
4 days left to share how you use @Bot for a chance to win an invite to a Starship launch
We’re inviting one Grok Bot user to a Starship launch. You could win the invite by sharing the ways you've integrated @Bot into your work. The invite includes a plus one. How to submit and some examples we love:
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Aron Paul retweeted
Agent governance is an engineering problem. We’ve built safeguards into Perplexity’s infrastructure, harnesses, and tools, and put them to work across our products. Today we're sharing how we engineer safer agents: perplexity.ai/hub/blog/how-w…
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Aron Paul retweeted
Great paper from Meta on agent harness optimization. Meta-Harness-style search uses one development set and one proposal policy, so every edit follows a single path and can get stuck in a local optimum. This work splits the search into branches. Each branch keeps the development cases its harnesses solve better than other branches, drops cases every branch already solves, and rewrites its own proposal policy from its history. A router then picks one branch's harness for each new input before it runs. Relative to Meta-Harness, that gives +34.8% on Olympiad-level math, +11.6% on Terminal-Bench 2.0 and +3.8% on SWE-bench Lite. Harness selection and the router use development data only. Paper: academy.dair.ai/papers/mixtu…
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