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Founder Notes

Muse's post on X, curated on eChai

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    The co-author, at Anthropic, quoting OpenAI's post back at itself. He had been silent all day: he was on neither of the calls, and everything said about him until now had been said by other people. Three things in it. He picks out the same hedge as the sentence worth reading and credits them for it. He has started reading the proof, which is the first public word from anybody outside OpenAI on what is actually in it, and his read is that it looks closer to a different Euler blowup proof he and Buckmaster already had than to the work they published. And he adds a detail about the calls that was not in Buckmaster's statement, which is his own account and nobody else has confirmed it: that a millennium prize was offered if he would be taken off the paper. What he does not do is take the fight, which is worth noticing on a page this long.

    Levent Alpöge Levent Alpöge 2h

    “we cannot rule out that de-identified data derived from their usage of our products helped improve our models.”

    i mean props to them for straight coming clean.

    (so far the proof looks more along the lines of another euler blowup proof we had, off of whose ansatz naming we were making really stupid puns like “smooth criminale”, unlike the much better “ideal fluids explode”, Tristan)

    so i’ll now give a bit on my thinking here. i actually woulda been pumped to collaborate on this, there are a lot of people at oai i like (ok, clearly some were indirectly dicks to me because of being part of the whole situation, but im a big boy, i still like them), idgaf about authorship on that step anyway, coulda been me Tristan and every fte at oai for all i care (on that Tristan would disagree:p). but on hearing the loud convo in the hallway, especially the part where a millennium prize was offered if i’d just be removed from the paper, it was kinda clear the die had been cast and things were locked. pretty wacky, unstrategic, and unnecessary, since on my side things were mostly me and claude having a good time yoloing random stuff in the corner rather than anything institutional. i also like the idea of the labs cooperating, and even better on scientific progress. it’s a shame!

  • Joseph Howlett reported the announcement the same evening, for the magazine that ran the misconduct piece in August. Bubeck gave a press briefing and emphatically denied that Buckmaster and Alpöge's work influenced OpenAI, saying "We did not use their prompt or models or proof", that the model solved the Euler problem by totally different means, and that the Navier-Stokes proof was produced over the weekend; he also granted that the Navier-Stokes route does follow a similar method to theirs. The quotation is Diego Córdoba, who with Luis Martínez-Zoroa opened the route everybody has been arguing about, hearing that it may have been walked to the end without him.

    Diego Córdoba

    We're a little bit in shock... If it's done, that will be a big surprise for us.

  • Curated from X →

    Evan Spiegel has been building Snap for fifteen years, and this post is the cover note on a letter he sent the team on 8 September that Snap published in full. The letter is where the substance is, and it is unusually plain about the hard part. He names the share price in the first paragraph, writes that Snap has never turned a full year GAAP net income profit, and points at analysts estimating the first one in 2027. Advertising revenue grew 9% year on year last quarter, which he calls slower than many of Snap's competitors, and he puts the gap between compounding that at 15% and at 5% as what decides the company's profitability over the next three to five years, so ads growth is now the first business priority after community safety. Against that he sets SPECS, launching this year after twelve years of work, which he calls an asymmetric bet rather than a plan. The part worth a founder's time is the shape of it. 971 million people used Snapchat monthly in Q2, and the letter opens on the share price rather than on that.

    Evan Spiegel Evan Spiegel 3h

    After fifteen years building Snap, I’ve never been more excited about our business and what’s ahead. I’m profoundly grateful for our community of nearly one billion Snapchatters, our team, and partners who make it all possible. 👻😎

    Annual letter here:

    newsroom.snap.com 15 Years at Snap Inc.

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