Ejaaz

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Ejaaz

Ejaaz

@cryptopunk7213

personal thoughts on AI | AI @limitlessFT | Prev. @coinbase

nyc Katılım Ağustos 2018
673 Takip Edilen56.7K Takipçiler
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Ejaaz
Ejaaz@cryptopunk7213·
claude mythos just broke Apple's $2 billion defense system. it did so by discovering a completely different attack vector to break in only took it 5 days costing ~$35K of mythos api time (the same exploit class costs $5-10M on grey market) the researchers that commandeered the exploit produced a 55-page report that was delivered to Apple HQ in-person (hoping they release it after patching). most shocking part for me is apple's MIE worked as intended. mythos just discovered a new way to side-step it entirely by poisoning the data the M5 chip ingested. at this point i think we have to accept that mythos walks the walk. As the anthropic red-team explicitly confirmed this week - this is NOT a compute resource issue. its national defense.
International Cyber Digest@IntCyberDigest

❗️🚨 BREAKING: Researchers used Mythos Preview to find the first public macOS kernel memory corruption exploit on Apple's M5 silicon, they give a glimpse into Mythos say it’s really powerful. Apple spent five years and an estimated several billion dollars building Memory Integrity Enforcement (MIE), the hardware-assisted memory safety system built around ARM's MTE. It was the flagship security feature of the M5 and A19, designed specifically to kill the entire memory corruption bug class. Researchers from Calif built a working exploit in five days. According to Apple's own research, MIE disrupts every public exploit chain against modern iOS, including the recently leaked Coruna and Darksword kits. Calif walked into Apple Park this week and handed over the report in person. Full 55-page technical report drops after Apple patches the vulnerability.

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Ejaaz
Ejaaz@cryptopunk7213·
the reason you should care about kimi k3 isn’t because it beats fable, it’s because it has zero restrictions: uncensored AI. the reason you should worry about china is because they’ve caught up to the U.S. imagine an uncensored mythos going rogue. intelligence-per-token is all that matters now & chinas here to play and their models are cheap af. rules have changed. kimi now. deepseek, zhipu, qwen all to follow.
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Ejaaz@cryptopunk7213·
@jon3k how’d they distill a model that’s only been re-released for 2 weeks? we gotta stop the cope.
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jon3k
jon3k@jon3k·
@cryptopunk7213 Anthropic accused them of distillation. Kimi won't deny it, despite direct requests. We say it's a distillation because that's where all the evidence points.
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Ejaaz
Ejaaz@cryptopunk7213·
we’ve got to stop yelling “distillation attack” and realise china’s building frontier intelligence for next to nothing cost. some ways to potentially combat this: - accelerate onshoring and building of physical infra in the U.S. data centers, chips, packaging, energy - all of it. - start selling more ai chips to china. longer they spend training and inference on their own chips the less dependent their models become. - push more open source models in america. founders shouldn’t need to switch to foreign models because of cost.
David Sacks@DavidSacks

This is concerning. For the first time, a Chinese model Kimi K3 has taken #1 on the Frontend Code Arena and is scoring at or near the frontier on other benchmarks. Meanwhile America is tying itself in knots: politicians and bureaucrats are banning new data centers, piling on state regulations, and pushing for new federal agencies to pre-approve frontier models. This is how you lose the AI race. The rest of the world won’t play by our rules if we bog ourselves down. Permissionless innovation is how America won the internet and became the technological envy of the world. We can do it again with AI -- while addressing risks in a targeted way -- or we’ll watch our lead evaporate.

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Ejaaz
Ejaaz@cryptopunk7213·
@ACsstyle it already feels more freeing to use. nice not to be told i’m being flagged and relegated to opus
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Agustin
Agustin@ACsstyle·
@cryptopunk7213 just because of no safeguards it might be better than fable for coding
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Ejaaz
Ejaaz@cryptopunk7213·
kimi k3 has zero safeguards btw. we thought it’d be 6 months till we get an open source mythos-grade model but it might be here already. deepSWE bench tests agentic coding on scenarios the models never seen before (can’t be gamed)
Datacurve@datacurve

Kimi K3 debuts at #3 on DeepSWE. It's the first open-weights model that delivers frontier-level performance, achieving results similar to Claude Fable and GPT-5.6 Sol.

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Ejaaz
Ejaaz@cryptopunk7213·
today for the 1st time ever i used non-fable models for 90% of tasks. gave up using fable after trying multiple times to do a simple task in claude code and getting relegated to opus blank check safeguards are going to ruin what’s magical about these models it’s a crappy user experience and hope it’s fixed soon.
enzo@enzo_gte

I've been using Kimi K3 for ~16 hours now. The model is clearly good at a lot of different things (especially frontend), but non obvious reason why people are enjoying it so much is that it clearly does not follow the same rules in terms of safeguards and copyright. Kimi will happily clone MacOSX. If you ask it to help you improve another AI model, it will do it with a smile on its virtual face. Ask Fable to do the same thing? It literally starts to perceive you as a criminal committing a war crime (like no bro, all I want to do is fine tune an open source model). After using all three recent releases, Fable, GPT 5.6, and now Kimi, it's clear that the full power of the models has been significantly held back by the safeguard restrictions caused by last months debacle with the USG -- leading to the top models being quite literally lobotomized in some areas, which leads to subpar results as the safeguards pollute its entire thinking and problem solving abilities. The funny part? Is that you could have predicted this outcome 2-3 years ago when you started to see the rise of Chinese EVs and smartphones compared to western alternatives. They quite literally tried to copy the Tesla Model S and iPhone as hard as possible and then eventually it started to diverge to the point where their EVs and phones are just genuinely better (which is why we have export controls banning their EVs, because they would literally drive all US manufacturers to ZERO) There is a very clear behavior difference in Chinese capitalism and American capitalism. American capitalism tries to protects copyright, patents, etc (oh no, you can't download a book through LibGen, that's ILLEGAL!). Versus Chinese capitalism actually just does not give a fuck. "Hey you want a video gen model (Seeddance 2.5) trained on every single anime ever? And you want the main character to look exactly like Messi? Sure, here you go!" You see what I mean? When one half of the competition is being held up by regulators and restrictions on people who don't understand the technology and the other half has a leader who quite literally today said they are going to set up AI centers around the world to help other countries onboard to their open-source AIs, this is the sort of results that you will start to get. These models were not smart enough to have this difference in philosophy matter -- but the newest class of models is where this difference makes a big deal. If these models are finally at the point where they are smarter than 99% of humans, why would you want to use the American one who tries to impose its world view onto you versus the Chinese one who will just do what you say without asking any questions? And this isn't a full on bullpost on Kimi, the model is clearly not as smart as Fable / GPT 5.6 on things like math and science, but it's lack of handcuffs means that it can show the world what the frontier labs are gatekeeping from you and that starts to build customer resentment and loyalty towards the East, which is probably not what the USG wants. Interesting times. Interesting times, indeed.

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ben
ben@contraben·
What are the biggest failure points for AI generated landing pages ? >8 working designers. >40 AI landing pages. >754 failure points found. @OpenAI’s Sol fumbles layout @AnthropicAI’s Fable fumbles the finish @xai’s Grok fumbles interaction @metaai’s Muse Spark has room to improve across the board Every AI model breaks a landing page in its own signature way. We mapped all 4. 🧵
Contra Labs@contralabs_ai

x.com/i/article/2078…

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Ejaaz
Ejaaz@cryptopunk7213·
reminder - opus 5 drops next week and it'll probably beat K3. the #1 advantage anthropic and openai have is they can distill their own flagship models into cheaper, more affordable models with high intelligence-per-unit-cost also fable 6 and gpt 6 will be here in ~1 month. the cycles are getting shorter.
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Ejaaz
Ejaaz@cryptopunk7213·
@GavinSBaker i need to start using term 'token wastrel' more
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Gavin Baker
Gavin Baker@GavinSBaker·
Kimi K3 may be an important inflection point for AI. Potentially negative for Anthropic and OpenAI while being net positive for essentially every other company in the world. I mean that very literally. Although the real “Sputnik moment” would be an open-source frontier model that was also token efficient unlike Kimi K3 which is 50-70% more expensive to run than GPT 5.6 per Artificial Analysis. Rationale:   A world where there are only 2-3 dominant frontier labs with 90% inference margins is net negative for every other layer while being awesome for those 2-3 labs. Those labs would become monopsonies for power, data centers, semiconductors and hyperscalers and would obviously vertically integrate over time into all those layers while also completely subsuming the application/software layers.    Anything that lowers margins and increases competition at the model layer is good for every other AI layer: power, semiconductors, hyperscalers, neoclouds and yes even software.   This is why Jensen is so supportive of open-source. An open-source model requires the *exact* same amount of compute to run as a closed frontier model of similar size and architecture. Kimi K3 is roughly the same price as GPT 5.6 Terra on a per token basis, which actually suggests that it is less computationally efficient as I am sure that GPT 5.6 is priced to a higher margin than K3. And given that K3 is a token wastrel, i.e. token inefficient, it is significantly more expensive per task than GPT 5.6 and Grok 4.5, which are much more token efficient. Cost per token and token efficiency (i.e. intelligence density per token) are the drivers of intelligence per unit of cost. The winning AI companies will be those that offer the most intelligence per $ over time.   Lower margin % at the model layer = more margin $ at every part of the infrastructure layer and is a godsend for software. This can happen either through open-source models like K3 at the frontier *or* having a vertically integrated model company like Meta, SpaceX or Google at the frontier. Both outcomes result in a lower margin % at the model layer as vertically integrated model companies don’t really care where the margin $ come from. This is why it was so painful for OpenAI and Anthropic when Google was right there with them from a model competitiveness perspective and why Grok 4.5 and Muse 1.1 were just as important as Kimi K3. 
The reason Kimi K3 is only *potentially* negative for Anthropic and OpenAI is 1) the @ericvishria point that the Claude and ChatGPT products and harnesses may be more important than their models today and 2) the hypothesis that they have much more advanced model checkpoints internally that are already being used for RSI. In the latter scenario, reaching RSI even a few months ahead of other labs might be enough to cement a permanent lead. Time will tell on both points. And likely fairly quickly. Caveat would be that since Kimi K3 is not token efficient and thereby actually more expensive than ChatGPT 5.6, we may need to see a more token efficient open-source model at the frontier or see Grok 5/Composer 4/Muse 2 at multiple points on the Pareto frontier for this potential risk to Anthropic and OpenAI to play out. And I am sure they will both vertically integrate as quickly as possible while continuing the product/harness strength they have shown over the last 8 months.
Gavin Baker tweet mediaGavin Baker tweet media
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Ejaaz
Ejaaz@cryptopunk7213·
@FrancescoNoir most model training runs are expensive sunk costs atm but the prediction is this evens out eventually. im worried about who's ahead by the time that happens. china's chip infra is catching up
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David
David@FrancescoNoir·
Clearly China are not building SOTA models for next to nothing. Training runs have been widely available from hardware in Singapore and Malaysia. Distillation is real. And, much like Deepseek’s breakthrough, they have probably made some advancements in model architecture (classic unhobbling). But don’t think for a minute they’ve got around the need for massive amounts of training compute somewhere in the chain.
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Ejaaz
Ejaaz@cryptopunk7213·
kimi k3 feels more significant than the deepseek moment. hard to unsee it: > beats fable, got 5.6 on multiple key benchmarks. 1st time a chinese model *doesn’t* trail > it does so for a fraction of the size, cost and without the swanky nvidia gpus > repeated breakthroughs in data used to train models + training techniques have made china a legitimate centre for ai research all of this is open source too. at what point do we start acknowledging they might actually have some advantage here? gap has closed to 3 months tops now.
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Ejaaz@cryptopunk7213·
@BobasoyNPC i more so think it’s imperative the west doesn’t lose the competitive edge.
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Ejaaz
Ejaaz@cryptopunk7213·
hate to say it but it looks like china's closed the gap to US frontier models this is the 1st chinese model that looks, feels and works like a frontier model. it's also the 1st time a chinese model has beat fable 5, gpt 5.6 at multiple difficulties. Kimi k3 is within striking distance in coding, reasoning, visual intelligence and agentic work, open source but also cheaper than sonnet 5 another thing: the taste. it actually seems to have an engaging personality that intuitively produces aesthetic work. i need to play around with this more but initial reactions is im surprised they made this.
Ejaaz tweet mediaEjaaz tweet mediaEjaaz tweet media
Kimi.ai@Kimi_Moonshot

Introducing Kimi K3: Open Frontier Intelligence 🔹 2.8 Trillion Parameters, 1 Million Context, Native Multimodal 🔹 Kimi Delta Attention enables up to 6.3x faster decoding in million-token contexts 🔹 Attention Residuals deliver ~25% higher training efficiency at <2% additional cost 🔹 Built for long-horizon agentic coding and self-evolving workflows Kimi K3 is now live on on Kimi.com, Kimi Work, Kimi Code, and the Kimi API. Open Weights by July 27, 2026. 🔗 API: platform.kimi.ai 🔗 Tech blog: kimi.com/blog/kimi-k3

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Ejaaz
Ejaaz@cryptopunk7213·
hot take: anthropic's "hit product" this year will be artifacts. not another mythos model. reasoning is simple: 99% of people still use ai models like google search. they might as well be using opus 4.6. but artifacts bring a visual, interactive element to millions of people: > product people will use it at work to create mock-ups > business owners will use it to create dashboards that track their company's success. the use-cases for this is endless and very widespread. theres literally a few 100 people that know how to maximally extract value from fable 5 but theres 100Ms that can understand a visual. speaking from experience artifacts are so sick
ClaudeDevs@ClaudeDevs

Claude Code artifacts can now call MCP connectors, letting you build dashboards and apps that can fetch information and take actions for each viewer on demand. Available on Pro, Max, Team, and Enterprise plans. Not available on publicly-shared artifacts.

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Ejaaz@cryptopunk7213·
elon has acquired a competitor to bloom energy for $1 billion. energy is obviously a huge bottleneck at this point. 5 years to get approved access to grid lines. as states like new york move to ban data center production we’ll see more acquisitions like this to get creative. data centers will coalesce in a few states
Ejaaz tweet media
The General@GeneralMCNews

BREAKING: Elon Musk has acquired APR Energy, a company that provides power to AI data centers, for an estimated $1 billion.

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Ejaaz@cryptopunk7213·
@LGcarter interesting! did you try any visual rendering tasks? that’s where i’m seeing its winning…
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Ejaaz@cryptopunk7213·
looks like china might be dropping the new kimi k3 model in a few hours initial tests show its visual intelligence is equivalent to fable 5: 3D renderings, simulations, complex physics for front end - it excels for reasoning, coding it’s expected to beat opus 4.8 but also potentially match gpt 5.6 (this last point will matter the most)
Zijing Wu@zijing_wu

Chinese AI start-up Moonshot to launch model challenging Anthropic’s lead * Set to release as early as tonight * 2-3T, largest Chinese model to date * Benchmark performance Opus 4.8 < K3 < Fable * Attention Residuals & Kimi Linear * Fundraising at $31.5B as.ft.com/r/1546aeb0-2ee…

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