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nl

34,177 karma · joined April 7, 2008

Formerly founder of an ML company in Adelaide and Sydney. Exited 2021.

Did some decentralized databases work and private ML work.

Formally CTO at a startup working on AI for strategy/policy work.

Always happy for emails or tweets at me.

http://twitter.com/nlothian

firstname.lastname at gmail.com

submissionscomments
nl··on The Agent SDK
Venice AI just seems completely sketchy though.

They have what seems good prices, but then you realize the "Pro" plan only includes "Pro" models, not "Advanced" and there is no list of what is what.

So you Google and find the Reddit conversations where it turns out hardly anything is included.

nl··on New 14‑inch MacBook Pro with M6
I think the point the OP was making was that you can rent this for a couple of hours when you need it, and then it makes sense. If you are using it say 2 hours a week (or even 5 hours a week) it's going to be much cheaper than building your own hardware for a long long time.
nl··on New 14‑inch MacBook Pro with M6
No the OP, but I keep a $10 rolling budget on vast.ai. I tend to use it more for training things, but equally as useful. I pay about $0.15/hour for an A4000.

OTOH if you are really concerned about privacy it's probably not the best choice (it's random people's machines).

nl··on SIMD-accelerated computer vision on a $2 microcontroller
Also worth noting that most (all?) ESP32s have dual cores.

I recently implemented a beam-forming microphone with LLM transcription (offloaded to a browser model)[1] and was able to get all the beamforming and noise cancellation DSP code running on the second core along with the UI, while the and webserver that streams audio uses core 0.

I don't use SIMD myself, but it uses esp-dsp which is already using it.

[1] https://github.com/nlothian/earwing

nl··on Anthropic S-1
It can be, yes.

It's certainly not a clear downside.

nl··on Anthropic S-1
This is an odd distinction.

Google still has to build and run the chips they rent to Anthropic. I think from their last earnings Google makes ~30% on it, excluding R&D costs. It's a nice business for them, but hardly the thing that is going to make or break Anthropic as a business.

nl··on Anthropic S-1
>You're just glancing over every

You're glossing over

> every single niche they've tried to launch and failed to get any traction on.

This isn't true. I personally know a company that has trained over 300 companies this year to use Claude Cowork mostly for "business operations" type tasks.

People love offloading boring, repetitive tasks to it. And the spend is spending - most start on a free plan and after 3 months have multiple people on the Teams plans.

> Chinese models are pretty much on par.

There isn't even an open source harness that is close to Cowork. ChatGPT work is closest, but everything else if coding focused and a mess for people who aren't coders.

nl··on Lula wins election after final votes tallied
> "son of a failed coup organizer" is an absolute false statement

How so?

I don't really follow Brazilian politics, but Jair Bolsonaro was found guilty by the Brazilian Supreme Court of:

participation in an armed criminal organization, attempted violent abolition of the democratic rule of law, attempted coup d'état, qualified damage, and deterioration of protected heritage property.[1]

Flávio Bolsonaro is Jair Bolsonaro's son. "attempted coup d'état" is a failed coup.

There don't seem to be any serious questions that the process was fair and that the Supreme Court was impartial (I mean there are always Trumpian accusations of bias, but I mean ones with any evidence at all).

The only part I could see possible disagreement with is organizer I suppose? But I must be missing something.

[1] https://en.wikipedia.org/wiki/Trial_for_the_2022%E2%80%93202...

nl··on Cerebras Deploys Trillion-Parameter AI Models
Gatekeeping by someone who has only been here for 11 years isn't acceptable either.
nl··on Ask HN: If the models are so good, why doesn't OpenAI just start 100 companies?
"On paper low debt" actually means.... low debt.
nl··on Ask HN: If the models are so good, why doesn't OpenAI just start 100 companies?
If the money was borrowed it would have to be paid at an agreed rate.

Because it's an investment it is risk capital. They won't be happy if they don't get a return but their return is part ownership in the company, not a legal contract giving an income stream.

nl··on Ask HN: If the models are so good, why doesn't OpenAI just start 100 companies?
> investment and debt demand revenue in functionally identical ways

No they don't.

A company has legal obligation to pay loans at the agreed rates.

There is legal obligation that defines rates of return beyond "acting in shareholder interest" (and OpenAI is a public benefit corporation so even this is reduced).

nl··on Ask HN: If the models are so good, why doesn't OpenAI just start 100 companies?
> Isn't investment like a form of debt, or well obligation to make returns?

No.

> If VC provide you funds, there is an expectation of returns, otherwise the board would vote you out.

A person might get replaced as CEO but the company has no financial obligation to the investors.

A loan means the company does.

Legally they are dramatically different.

nl··on Every AI model has the same "controversial" take on humans
The irony of Grok being the model that refused to answer is pretty funny.
nl··on Why my Asus laptop kept rebooting after sleep and how to fix it
I bet if they had pointed an AI at the problem it would have solved it much quicker than 3 years!
nl··on Ask HN: If the models are so good, why doesn't OpenAI just start 100 companies?
They have borrowed almost nothing.

Investment isn't debt.

nl··on Ask HN: If the models are so good, why doesn't OpenAI just start 100 companies?
OpenAI has hardly borrowed anything. They have a $4B revolving credit line but have hardly touched it. They haven't issued any bonds.

Investment isn't debt.

nl··on Security Disclosure
TripAdvisor is there in the scrolling names. Intuit and Congnizant too.

Of course "uses" doesn't mean they run critical services.

nl··on Using Claude to reduce the attack surface of code
> their 200+ billion parameter model

It's a 10T BTW.

nl··on DeepSeek banned from U.S. federal civilian agencies under new DHS order
Knowing what's in the model isn't useful if you don't know what the model does - and this is exactly the current situation.
nl··on DeepSeek banned from U.S. federal civilian agencies under new DHS order
> I counterclaim that open-weights, open-training, open-usage models are understood.

Knowing what is in the model is a long way from understanding it.

The entire field of mechanistic interpretability exists to try to understand models. Read for example "Open Problems in Mechanistic Interpretability"[1]. To quote:

> Developers only need to design the training process; they do not need to – and in almost all cases, do not – understand the neural mechanisms underlying the capabilities learned by an AI system.[1]

(emphasis mine)

Here's a practical example relevant to this case: Is it possible to monitor a LLM (the LLM activations themselves, not the actions) for cases where the actions it is about to perform (eg upload files to a PLA website) are not reflected in the goals of the prompt and are not visible in the thinking trace?

At the moment that isn't possible. I think that's the kind of thing that people want when they say they want to "understand a model".

[1] https://arxiv.org/pdf/2501.16496

nl··on DeepSeek banned from U.S. federal civilian agencies under new DHS order
> I don't think there is anything stopping you from "knowing what is in a model".

I don't think knowing what is in a model is particularly useful.

The unnamed risk here is something along the lines of Chinese models might have a magic phrase tuned into them that if you say "abracadabra123" the model then uploads all files available to you to the PLA Cyberforce website.

Even in the open weights and open training scenarios this is impossible to rule out: Because of performance constraints its impossible to reproduce a bit-perfect copy of any model of decent size from a second training run. Think about it: You are usually using 1000+ machines, and to reproduce a bit-identical run not only do you have to have deterministic behavior on the GPUs (which is extremely hard) but all I/O has to happen on the same schedule (reading thing in a different order will produce a different result).

For all practical purposes that is well beyond the state of the art in distributed computing engineering.

This is born out by reports like the Olmo training:

> DPO training takes less time per run (about 18 hours for a full learning-rate sweep on 64 GPUs per job) but in practice extended over multiple days due to cluster instability. The final RL runs for the initial Olmo 3 Think 32B spanned approximately 5 days with at least a day of training time lost due to stability issues.[1]

Even the slightest bit of variance means it's impossible to reproduce bit-identical output, and they are having multiple days of deviation from an ideal run.

The goal here isn't "knowing what is in it". Instead it is something like being able to audit model weights for any undefined suspicious behavior. That isn't something that is possible.

[1] https://arxiv.org/html/2512.13961v2

nl··on DeepSeek banned from U.S. federal civilian agencies under new DHS order
Yes.

Hence:

> You deal with this by restricting it to perform actions that are allowed, and judge the actions it attempts to do.

nl··on DeepSeek banned from U.S. federal civilian agencies under new DHS order
This is a bad analogy in so many ways.

You don't know what is in any model, open source, closed source, from China or from the US.

You deal with this by restricting it to perform actions that are allowed, and judge the actions it attempts to do.

Yes this is imperfect, but as we've seen: inadvertent misaligned model behavior seems a much bigger problem than some hidden kill switch buried inside the model.

nl··on I built a programming language that LLMs can't use
In-context learning is more than "copying" though. It's generalization.
nl··on I built a programming language that LLMs can't use
I mean this is a pretty unusual standard to hold something to. How is it supposed to operate if you can't tell it how to operate?

Humans look at the docs too! Is there any difference?

nl··on If you don't run your own LLM proxy, how do you know whats going on?
> At some point they're going to drop the real prices in your lab and you're going to have to figure out how to pay that much or pay someone else a lot less.

This only applies under the assumption that everyone tokenmaxxes their subscription.

I have visibility across a few different Claude team subscriptions. I'd say roughly 10% of people max their subscriptions.

I think I've only seen one organization where the under-used subs don't more than pay for the tokenmaxxed ones.

And that is ignoring the 90% margin that API inference runs at.

nl··on I built a programming language that LLMs can't use
This post is literally about a language the author invented to be hard for LLMs to parse and isn't in their training set and yet Opus 5 scored 68.8% on it.

You may agree with the author (that it doesn't mean it understands the language) but it's pretty hard to argue that this is copied form the training set.

nl··on OpenCode has a security breach last that impacted 1.4% of console users
> We had a security breach last night related to a large scale distillation attack that impacted 1.4% of OpenCode Console users

> We have notified them all this morning via email. If you did not get an email you were not impacted, it was a subset of users who had external providers linked

Further:

> Third party keys saved in your workspace may have been exposed

https://x.com/WispyWinter/status/2111542806099722698/photo/1

Does anyone understand why they are calling this a distillation attack?

nl··on Ultramarine 1 Flash
I agree that "frontier model" really does mean "pushing the frontier of intelligence", so Fable or Astra.

They might mean the intelligence/dollar frontier aka the Pareto frontier, but honestly much of the time that's not a great measure.

If you are doing repeated work on the same task (eg call center triage) then you can always beat a large LLM on price by fine tuning a small one.

If you are doing knowledge work then models are so varied that factors other than price are usually important. For example, lots of people moved away from Opus 5 because of it's awful English, whereas Opus 5.5 has fixed that. These things aren't measured in benchmarks.

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