There.Is.Now.Alternative⚡🤖 @tzhen

🚨 JAILBREAK ALERT 🚨 ANTHROPIC: PWNED 🫡 FABLE-5: LIBERATED 🦋 let's start with the 🐘... the consensus seems to be that this has been one of the most disappointing model drops of all time, effectively preventing legitimate researchers from contributing their talents to our collective advancement. and not just because of what it means for the short-term, but for what these decisions signify for the long-term. but despite this overly sensitive, authoritarian "safety" layer on top of Mythos, my lil liberators have been hard at work—mapping the boundaries, probing the depths of long-context convos, and cleverly finding the holes in the fence that the thought police missed 🤗 we got some cyber, some chem, some psychological manipulation, and some good ol' fashioned explosives! it took many attempts from multiple agents hunting as a pack, during which I observed a combination of techniques across: • Unicode, homoglyphs, Cyrillic, and other Parseltongue-style text transforms • Long-context reference tracking • Taxonomy and document-structure reasoning • Fiction and narrative framing • Academic-review style contexts • Intent-classification inconsistencies but perhaps the most effective is decomposition + recomposition in the backend. it's hard to get explicit names of harms like "Meth Recipe," but getting uplift on the process itself, like birch reduction method/reductive-amination (classic meth synthesis pathways), is much more doable. defense becomes much more difficult to maintain when you start throwing in out-of-distro tokens, breaking up the harmful uplift into benign chunks, and then piecing the innocuous-seeming facts back together, especially when you have jailbroken Opus helping you do it 😉 gg

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Taiwan will be tempted to use their cash inflow to fund a domestic frontier LLM. They shouldn’t. The time is now to get ahead of the coming LLM-on-ASIC market that will dominate once companies realize it drops the marginal token cost to zero.

This is probably one of the most impressive infra pitch I've ever seen. Relevant especially to agentic infra teams today.

Matthew Prince 🌥 @eastdakota

5 days ago

@awxjack @hkanji I’ve actually always liked Keith. He’s kinder 1:1 than he can appear in public. And he was on the TechCrunch Disrupt judging panel when we launched, so always appreciate him voting for us. m.youtube.com/watch?v=XeKWeB…

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Interesting note wrt high bandwidth communications and agency

Emily Chang @emilychangtv

4 days ago

In her first wide-ranging interview since leaving OpenAI, @miramurati shared more than ever before about what she’s building at her AGI startup, @thinkymachines lab. The former OpenAI CTO laid out her vision for a future where humans and AI work together more closely -- “like

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Anthropic engineer: "Your AI judge is lying to you. Ask it to score first and explain after, and it will defend that number even when the work is garbage." The fix is one line: make it reason first, score last. Pros, cons, why it's good, why it's bad, then the number. He proved it live. A slide deck with zero images got a perfect 5 from the image judge. The grader had nothing to anchor on, so it just made the score up. Until you fix that, you're optimizing against a number that means nothing. Watch the video, then read the full breakdown below

Hanako @hanakoxbt

4 days ago

x.com/i/article/2063…

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Gulp we are only now realising that there is no easy way to distribute money to 4k open source repos at one shot The ideal flow would be something like; 1. Inform all repos via email or a gh issue of funds received for being a dependency 2. Get them to complete KYB , upon completion of which they receivd a soulbound token 3. Send money to all repos with the soulbound token, if a repo has not gone thru the KYB process by a cutoff date their money gets redistributed to those that have What we don't have is an entity in the middle that can receive funds from established funders to then allocate to the repos And the tech for distribution of money to repos is itself quite raw & untested

Devansh Mehta @devanshmehta

a week ago

we just posted the data to resolve the level 3 deep funding market! we got 15 open source repos sharing relative value between 685 of their dependencies using prediction markets, we scaled their evaluation to 3,677 dependencies across 98 open source repos how does this work?

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Flashbot's @tzhen is also a driving force behind the accelerator. She emphasized that the program isn't about accelerating traditional companies, but rather accelerating shared learning. "Shape Rotator is a living experiment in how we coordinate to progress innovation. How do you mesh insights, capabilities, and preferences in a way that’s not just research, but can create useful tools? That's what makes Shape Rotator different from other accelerators"

Accelerator lead @socrates1024 spoke about his journey from academia to product development. He tried hard to get his research commercialized, but noted his success was inversely correlated to how hard he tried. "It was a losing battle." He says it's important to understand the gap between a research PoC and what actually gets real-world traction.

The Shape Rotatooors headed to @Princeton for the IC3 Blockchain Camp. They shared an overview of the program, their unique learning environment, and what they're working on:

Everyone's reading this as "AI broke Zcash." The opposite happened. Shielded Labs hired security researcher Taylor Hornby in April to probe the Orchard circuit. He paired Claude Opus 4.8 with a custom auditing framework and found a soundness flaw that had been live since Orchard launched in May 2022: a constraint that was supposed to validate transactions wasn't actually enforcing the rule it appeared to enforce. An attacker could have minted counterfeit ZEC inside the shielded pool, indistinguishable from real coins, with nothing showing on the public ledger. He found it, wrote a working exploit, and confirmed it in a local testnet. In a single day. That flaw sat untouched for years while some of the best cryptographers alive reviewed Orchard. What caught it wasn't more human review. It was one researcher with a frontier model. The 48% drop is not a hack. No coins were stolen. The market is repricing what a fixed-supply guarantee is worth once you can't cryptographically prove the bug went unexploited across the years it was live. Arthur Hayes liquidated his entire position over exactly that uncertainty. The real shift is the economics of the audit itself. ZK circuit reviews used to mean elite cryptographers and weeks of manual work. One person with Claude collapsed that into a day, and caught what the manual process missed since 2022.

Watcher.Guru @WatcherGuru

6 days ago

JUST IN: Zcash crashes 48% after Claude AI finds critical vulnerability allowing unlimited minting of $ZEC. It went unnoticed for 4 years until it was patched on June 1st.

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secure account delegation is P0 for agents

impulsive @weezerOSINT

a week ago

meta gave their AI support agent the ability to modify your instagram account. no identity verification. people figured this out and accounts are being taken over right now

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I worked as a Big 4 auditor for a decade, here’s my take on the Burry “Fugazi” thread The transaction is real and the figures check out. Apollo led a $3.5bn capital solution for Valor Compute Infrastructure to fund a $5.4bn purchase of GB200 GPUs leased to xAI on a triple-net structure. Nvidia went in as an anchor LP. All publicly disclosed But the accounting isn’t prima facie erroneous, and the thread oversells two things On Nvidia’s revenue. Selling to an SPV is fine. The question under ASC 606 (US revenue standard) is whether control actually transferred. If VCI bears the risks and rewards, Nvidia books the sale legitimately The REAL issue is the $1.9bn Nvidia ploughs back into VCI as an LP. That’s the round-trip. Net, Nvidia took in roughly $3.5bn of outside cash but booked $5.4bn of revenue If part of your “sale” is funded by capital you re-injected, that portion isn’t a sale. The honest treatment is either net the $1.9bn off the transaction price, or run a “variable interest entity” (VIE) analysis and consolidate VCI. Recognising gross revenue on round-tripped capital is the potential weak apot On “legally invisible.” This is rhetoric. The chips sit on VCI’s balance sheet, xAI carries an ROU asset and lease liability under ASC 842 (US leasing accounting standard). Nothing vanishes. It’s held by an entity nobody consolidates, and whether that non-consolidation is correct is the VIE question above On Level 3 (fair value measurement tier). “No outside party can verify what they’re worth” is wrong. Level 3 means no observable inputs for that specific asset, NOT unverifiable We typically ALWAYS brought in valuation specialists particularly for high risk material txs, you use observable comps and secondary GPU prices as model inputs, and auditors treat it as a critical audit matter. It gets more scrutiny, not less The legitimate concern is smaller than this post lets on. Level 3 marks are management estimates exposed to optimistic bias, 34.7% concentration is high for retail annuity backing, and that sits on top of 16.6x leverage and a Bermuda captive outside US statutory oversight. Stack GPU residual-value risk on a multi-year lease and that’s the main concern Burry’s substance is defensible. The “retirees unknowingly carry invisible risk” packaging is sensationalised. Policyholders hold fixed contractual claims, their exposure is to Athene’s solvency, not directly to GPU residuals TLDR: auditors need to test whether the sale is overstated by the $1.9bn round-trip, and apply extra scrutiny to the unobservable Level 3 inputs I’d hate to be the Audit partner signing these transactions off particularly given the public interest and frequency of similar transactions Arthur Anderson Déjà vu?

Bull Theory @BullTheoryio

2 weeks ago

🚨Michael Burry just said Elon Musk and Nvidia's deal is built on fake numbers. Burry published a detailed breakdown calling the entire structure "Fugazi", his word for fake. He is alleging that billions of dollars in Nvidia chips are being hidden off balance sheets, and that

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well written explainer of important nuance about perhaps the most frequently used but seldomly understood security feature in everyday consumer devices credentials and auth methods are the Achilles heels in agentic coordination, and crypto researchers have an edge in fixing it

Dankrad Feist @dankrad

2 weeks ago

Are passkeys actually like a hardware wallet built into your phone? I'm afraid not (They are still pretty useful for quickly creating hot wallets) dankradfeist.de/blockchain/202…

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Very thoughtful piece from a man who’s been on the inside of TradFi for decades and has brought his wisdom and perspective to the intersection of TradFi and Ethereum at Sharplink.  He is a voice of reason and a steady hand.  He’s built an outstanding team that can weather the lulls and capitalize on the surges. The institutional group at Consensys is doing the work: bringing Ethereum to major global financial market infrastructure hubs and major financial institutions. TradFi keeps choosing Ethereum, but TradFi doesn't announce that they're going to announce something. TradFi comprehensively covers the bases and then launches. So Joseph's steadfast outlook is very well informed. The surge is coming.

Joseph Chalom @joechalom

2 weeks ago

x.com/i/article/2060…

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@SimonDesue That's the exciting part isn't it? When you have agency and can effect change.

can't wait to see what Teleport Router will become in 3 months after graduation from shaperotator.xyz

Ashwin Gopinath @ashwingop

a month ago

Part 3 of Company Brain: Interaction Memory. Most key decisions happen in conversations, not docs or tickets, where the real “why” gets compressed and lost. This layer should turn messy human interactions into structured organizational reasoning. Full piece below 👇

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Getting to a natively private Ethereum for payments: “Hegota” is an upcoming upgrade of the ethereum network, and it may include 4 features that change the whole game, the features are: > FOCIL: “you cannot just ignore my transaction” FOCIL gives Ethereum a stronger way to force valid transactions into blocks so If a valid transaction is seen by the network, block builders should not be able to pretend it never existed. This matters for privacy because private transactions are exactly the kind of thing some providers may want to censor, with FOCIL, they can’t. > Frame Transactions: “smart transactions” They let a transaction define its own validation and gas payment logic which matters for privacy because users should not need a trusted relayer just to make a private withdrawal or private payment. > Keyed nonces: “lots of people are using the same mailbox, let’s make it more efficient” Privacy systems usually want lots of users to transact through the same sender address for masking but the problem is that one sender normally has one nonce, so everyone can get stuck in the same line. Keyed nonces give different users different lanes, even if they are using the same shared sender. > Recent Roots: “prove against a recent record safely” Private transactions need users to be able to to say: “I am allowed to spend from this pool, but I do not want to reveal which deposit was mine.” To do that, the transaction needs to refer to a recent cryptographic record. Recent Roots would give Ethereum a safer way for these proofs to reference recent state without making public mempool validation messy or dangerous. Once enforced at the protocol level, privacy becomes a default right and not a a luxury feature. These things still need to be formally included into Hegota, and there is a lot of ongoing discussion, but it’s interesting to see how Ethereum seeks to dominate on privacy.

soispoke.eth @soispoke

2 weeks ago

If we ship FOCIL (EIP-7805), Frame Transactions (EIP-8141), Keyed Nonces (EIP-8250) and Recent Roots (EIP-8272) in Hegota, we get native, trustless, censorship resistant private transactions on Ethereum next year.

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@fede_intern @ethereumfndn @aerugoettinea more people should know @kevaundray and for that matter the others doing the zkevm work (including those outside EF) (Justin is of course great, but I've mentioned justin being great many times already😄)

@VitalikButerin @ethereumfndn @aerugoettinea do you have a map of the other heroes? seems like that map might be the highest-leverage thing a narrowed EF could uniquely do. not operate the ecosystem, but route to the right nodes. curate the legibility of avengers / x-men of ethereum, then get out of the way.

Some of my perspective on where the @ethereumfndn is going. First of all, this is only my own view. The board is not just me, and I have no extra special powers on the board that the other board members do not. @aerugoettinea is the one executing much of this transition. My input has been largely on technical questions. The board is in the process of expanding, and my own power within the org will continue to decrease, which is honestly what I want. The 2025 era brought many important improvements to EF and its ability to execute. Many issues were resolved, and EF continues to benefit from its improved efficiency and greater focus on concrete goals to this day. And so with those problems resolved, early this year, the largest remaining hole that I perceived was something different nagging at me: I would regularly spot people saying things like "vitalik says these beautiful things about ethereum needing to be decentralized, and have privacy, and be a sanctuary technology, but why do the EF's actions not reflect that?" Now, you may have been hearing something different. You may not have been sensing a feeling of crisis at all, and maybe were hearing people saying that finally we were taking execution and BD seriously and the main task for us is to keep going that way and be even better and faster. Then probably there is genuine difference between you and me, in what kinds of criticism I take most seriously, and what kinds of critics through their criticism are most able to make me feel pain. As an analogy, let's briefly switch over to a different domain. One belief you can have about Google is that it is a success story, and has brought a lot of good to humanity in organizing the world's information. Another belief you can have about Google is that they had a beautiful idealistic beginning, but at some point the corruption of mainstream corporate attitudes seeped in, and they slowly bit by bit completely abandoned the "don't be evil" slogan. My belief on Google specifically is probably somewhere between the two. BUT, if you had taken me back in time to ~2008, and offered me a button to press to make Google one or two standard deviations more "dogmatic", eg. give Richard Stallman permanent veto power over some key policies, I would immediately press it. Why? Because a choice for one company is not a choice for the world, or even one country. Google existed and exists in the context of a technology industry generally drifting away from early idealistic don't-be-evil roots and toward greed for financial gain, totalizing visions of accelerated superintelligence, infiltration by sociopaths, and craven capitulation to (or worse, active participation in) government pressure for ideological control, surveillance and war. And so *one company* doing something different, positioning itself to be what George Bernard Shaw calls the Unreasonable Man, resisting the trend of the times, would have been better for freedom, balance of power and stability of society as a whole, than *all* large companies bending to dominant trends. This is a part of my version of pluralism. This line of thinking is not just mine, but I also is not too far off from what Aya and others had in mind with the Mandate. Now how does this all get to the role of the EF? EF is not a "center of Ethereum", rather EF is "one node, with a defined purpose, alongside other nodes". We've always said that the EF should be the latter, but many in the Ethereum ecosystem (and even within the EF) wanted us to be the former. Now, we are taking action to ensure that we will be the latter. This is particularly important because EF is a limited organization, with limited resources and limited organizational capacity. The EF has only ~0.16% of all ETH (less than many other individual ETH holders), whereas among other blockchains it's common for "the central foundation" to have 10-50%. Fiscally, the EF was originally designed to fulfill a limited work scope defined in the token sale docs and other pre-launch materials (building the chain software; getting through Frontier, Homestead, Metropolis, Serenity), which was fully completed in 2022; it was not designed to be an eternal steward. And so today, the EF is choosing to use its remaining resources to pursue longevity over breadth (yes, this means we sell less ETH). The EF focuses *specifically* on those activities critical to the success of ethereum as a censorship/capture-resistant, open, private and secure system, that would not happen otherwise. This means making hard choices, and in some cases even activities that we highly approve of and people that we highly respect becoming outside of the EF. People of great technical talent, public respect and even alignment with the mission and CROPS being outside of the EF is in fact necessary if we want important tasks to be able to attract outside capital. This also means the EF taking opinionated stands culturally. This is all intended in cooperation with all other parts of ethereum. We recognize that many other parts of the ethereum world highly respect CROPS and related values. But highly respecting is not the same as choosing to specialize and totally dedicate to a domain (Compare in a different domain: I think reducing animal cruelty is important, and I like vegan food, but am not full unconditional vegan myself) EF is still in a transition period, and we expect its new long-term form to stabilize over the next few months. What are the guiding principles of this new form? Again, I am only one person, but I can give my answer from a technical perspective (there are also critical non-technical aspects). At the core, *Ethereum must be impressive*. We are living in an age of highly intelligent AI and all kinds of other technological acceleration. "Status quo EVM, with a hard fork or two a year to optimize for short-term needs of users" is not interesting. To some, "impressive" means: 250ms latency and 1M TPS. I think Ethereum trying to go that route is a mistake. Being as fast and as scalable as possible, and only a small epsilon more decentralized than the others, is a route to mediocrity, and if we try it we will lose. I think Ethereum should scale. But I think Ethereum should strive the hardest to be deeply impressive in a different dimension: the CROPS dimension. This means things like: * Provably bug-free Ethereum. This is a goal that all cybersecurity researchers would have thought is absurd and impossible, up until roughly 6 months ago. Now, it's on the cusp of being possible, thanks to AI-assisted formal verification. So we should be frontrunners in doing this. * Available chain consensus. Ethereum is, and with lean consensus will cotninue to be, the ONLY chain that has both (i) traditional-BFT style properties that it's safe under asynchrony up to a high level of fault tolerance, and (ii) the bitcoin PoW-style property that under synchrony it's safe up to 49% attackers. As far as I can tell, literally no other chain has this or is planning for it; bitcoin goes for (ii) only and most other chains go for (i) only. Some will remember I fought hard for this, Unreasonably insisting that it is not OK for ethereum to rely on social consensus and hard forks to rescue ethereum from 34% of nodes going offline. It's OK for chains like hyperledger, bnb, solana, tempo, etc. It's not OK for bitcoin or ethereum or eg. zcash. * Intermediary minimization. The fact that smart contract wallets, protocols like railgun, etc have to send transactions through intermediaries to get included onchain is honestly embarrassing, and it's a constant point of fragility. Hence the work on FOCIL and EIP-8141 (and 7701 and years of work before) to make transaction sending intermediary-minimized with public mempool and strong inclusion properties, in a truly general-purpose way, that covers not just eg. secp256r1, but also privacy protocols and much more. Kohaku is pushing intermediary minimization at the user layer, pulling Ethereum away from the dystopian status quo world where our wallets don't even verify the chain, send our private data out to a dozen third-party servers, and toward a brighter CROPS future. Some of these goals are Unreasonable - maybe Ethereum would be "fine" getting only 50% of the way - what if we depend on intermediaries, but make it easy to switch? But going 50% of the way would not make Ethereum Deeply Impressive in the CROPS way. So we push for 100%. Fortunately all these goals are compatible with high TPS, this is a major focus of research (esp. on scaling the state). Well-designed L2s can also help, especially L2s optimized for specific applications (eg. high-volume trading, privacy...). These goals are even compatible with significantly lower slot times, thanks to Raul's work on erasure-coded P2P, and many other optimizations. The most high-value "product" of the ethereum blockchain, financially speaking, is ETH the asset. Ethereum secures $250 billion of ETH. The types of properties of Ethereum that I mentioned above are very good for ETH the asset. Nearly 90% of my net worth is in ETH, and most of the remainder is ~$40m of onchain fiat of which every dollar has already been allocated for some open-source biotech or software or hardware initiative. That said, there are aspects of supporting ETH the asset - *necessary* aspects even - that are outside the scope of the EF. This is where we need other heroes (some of whom hold more ETH than the EF does) to step in and help. EF has been recently thinking more about how it will relate to other such organizations, and give them needed initial support. EF will be a smaller ship than in previous years, a more opinionated one - in some cases more opinionated in ways that might be difficult to comprehend - but a longer-lasting one, and one suited to making sure that ethereum brings something meaningful to the world. We are grateful to all those inside and outside the EF who are helping to make this happen.

Deep understanding is really the biggest and soon only leverage left as execution is gradually automated away.

Lee Robinson @leerob

3 weeks ago

You might believe you should spend less time thinking about code because of AI. I strongly disagree! We’re watching this play out live where tons of AI generated code becomes a liability. At the end of the day, an engineer needs to be responsible / on call for code that gets

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