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“why aren’t u buying the nvda dip, it‘s the bottom” well, because tHeRe iS NO bOttOm… look what happened recently and what’s coming this month: 1. one affair = one black swan 2. two affairs (allegedly) = two black swans 3. jensen JUST resigned, effective immediately = mother swan 4. nov 18: congress wants a closed-door briefing 5. nov 17: first nvda earnings ever without jensen as ceo 6. january: democrats get the gavels conclusion: nvda is now a black swan incubator jokes aside, i’m still not buying yet. jensen‘s gone but nobody knows who actually runs nvda next. the cfo is interim ceo while the board searches, and the market hates not knowing more than it hates bad news i’ll look again once there‘s a permanent ceo and the stock stops dumping on good news. nov 17 earnings is the first test also anthropic probably lists before thanksgiving and a lot of AI funds are about to need cash. not my main reason, but not bullish for nvda this month either

interpretability might be the most important scientific problem in the world right now, as I don't think we can solve alignment if we don't know what we're building. I think I have good news about it. I co-authored early work in mechanistic interpretability at OpenAI and came away pessimistic, because neural networks appeared to fold into arbitrary tangled knots. years later, I started openai's first large-scale automated interpretability project, finding about 2% of neurons legible with the primitive tools we had with modern agentic tools and a much closer look, the picture looks totally different. the vast majority in models up to trillions of parameters are legible, and their circuits beautiful. many famous examples of tangled neurons turned out to be misunderstood. The roadblocks I expected mostly aren't there. I now think ambitious interpretability will be solved by the time we need it most, and possibly quite soon, as automated scientists keep improving. it may be a bitter lesson for interpretability: the simple thing, at absurd scale, works

.@PeteRicketts thanks ICE for getting a dangerous illegal immigrant who recently killed an innocent Nebraskan off our streets: "Thank goodness for the Nebraska state patrol and ICE, that illegal immigrant did not walk free."

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Hi, Tomorrow we are re-opening the Pro $200 subscriptions to new subscribers, but together with it we are also changing how we calculate the usage for it. In effect, if you do the math, it will net out at half the dollar in API spend compared to the old Pro $200 plan. Now that it's said, let me explain why this is happening and why you will still get more work done than if you were on the Pro $200 subscription one month ago. (a) We didn't want to compromise in other ways and are committing to not reintroducing the 5h limit, so that you can fully use the weekly usage when you want. (b) On the subscription, we guarantee that over time you always get more work done and with an increasing level of quality. This means that you will continue to get more value per dollar spent as a result of models getting more efficient and us passing down the improvements in the form of API price reductions. (c) We don't want to put an incentive on ourselves to artificially inflate the API list prices to make it look like you are getting a lot (and workaround it through discounts, etc). Instead we want to continue to both rapidly reduce prices and increase capabilities of models on the API. This week we introduced GPT-6 Sol and GPT-6 Luna at 50% of their previous price. Over time, we see prices go low enough that it makes sense for most to buy usage as needed without there being a significant gap between what you get in a subscription and what you get in the API for a dollar spent. (d) Tomorrow, we are adding more things to the subscription that won't draw on the usage, I won't reveal what that is yet. I wanted to be transparent before all the big announcements tomorrow. Lots of new exciting things are coming to the subscriptions that will make it super compelling, but I wanted to make sure to share this change ahead of time so you can all understand it before we shower you with good news. Codexingly, Tibo