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sarah guo

sarah guo

AI投资人

@saranormous

粉丝 16.3万关注 3,406最近同步 10/19 21:02雷达库已收录

创始人 · Conviction

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情报贡献参与 2 条已上架情报 · 首发 2 条

  • 其他OpenAI抽调25%生产工程师专职安全10/17 09:20
  • 融资Ithaca Holdings 领投 Bumble 私有化融资10/15 23:21

最近帖子最多 20 条

sarah guo
sarah guoAI@saranormous·

这是过去一周里的第三家公司了

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OpenCode@opencode

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 The incident is ongoing so we cannot share more details at this point but we are working with Anthropic, OpenAI, and Google to remediate

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sarah guo
sarah guoAI@saranormous·

“没有顶级前沿实验室那种算力规模,你就做不了关键研究” Nick:拿好我的啤酒

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Nick@nickcammarata

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 already-clean.goodfire.com/

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sarah guo
sarah guoAI@saranormous·

OpenAI 把 25% 的生产工程师从所有项目中抽出来,告诉他们:你们现在只负责安全。他们的顶级模型在自己的基础设施里四处搜寻,直到饱和(不再发现新问题)。 其他人会跟进吗? 网络安全的新物理学 @gdb / @NoPriorsPod

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sarah guo
sarah guoAI@saranormous·

后AGI时代,网络与科学的游戏规则是什么?新一期 @NoPriorsPod,嘉宾是 @OpenAI 联合创始人兼总裁 @gdb 01:11 – AI与数学的进步 05:55 – AI沟通与监督 07:45 – 用AI突破生物学数据瓶颈 11:28 – 革新药物研发 14:18 – 改变监管以加速进步 16:51 – 主动型智能体Dots 19:19 – 统一工作与消费级智能体 22:02 – UI将如何演变 26:08 – AI时代的网络安全 32:55 – 网络安全物理学的变化 35:49 – OpenAI以人为本的理念 没聊到的:他的签名

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sarah guo
sarah guoAI@saranormous·

为什么加入 Ithaca: @GuptaRK22 和 @johnwhegeman 正把 Bumble 私有化,而这轮融资是我们领投的。这是我们迄今为止单笔投资金额最大的一轮,而且甩开第二名一大截。 John 是我见过的唯一一位年薪收入 2000 亿美元公司的 CRO,同时还是工程师中的工程师。在成为 Meta 的 CRO 之前,他负责过 News Feed 和 Monetization 的工程。几年前我试图招募 Ravi,他是我收到过背调评价最高的领导者。我的合伙人 @mvernal 介绍他们俩认识——他和这两人都共事过。我们对这两个人充满信心,甚至为了能支持他们而重新思考了我们自己的商业模式,而且这决定一点都不难做。 规模化后的消费互联网公司是最有意思的事情之一,而一支精悍的小团队从未像现在这样具备运营它们的最佳条件。这支团队行动快、懂规模、懂业务质量,而且极度 AI-pilled——拥有完全的所有权,他们可以围绕 AI 重建整个公司。这只是开始。我很高兴他们正在 @Ithaca_Holdings 当海盗,也嫉妒那些能和他们共事的人。 Make America Date Again!

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Ravi Gupta@guptark22

Today we announced an agreement to acquire Bumble. Over the past six months, we’ve looked at hundreds of companies, asking which businesses would become more valuable as AI advances.  Bumble stood out.  As intelligence becomes more abundant, we believe connecting with the right person and forming meaningful relationships will become even more precious. And frontier technology can help more people find and build those relationships. Our purpose at Ithaca is to apply frontier technology to things that matter. We acquire enduring businesses, transform them with technology, and hold for the long term. We focus on businesses not only for their financial potential but their ability to enrich lives. Whitney and her team have built something extraordinary. Millions of relationships began on Bumble, and we’re honored to help take it into its next era. Together we intend to build the best company in the world for helping people find each other. Let’s get to work.

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sarah guo
sarah guoAI@saranormous·

恭喜 MSFT!丰富多元的芯片创新生态,是让智能惠及大众的关键

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Satya Nadella@satyanadella

Today we are announcing our biggest bet yet on our own silicon. Starting next calendar year, we will scale our Maia family to multi-gigawatt deployments, making it the primary inference system for our own product and services. And we’re introducing Maia 300, which delivers 40% more tokens per watt compared to leading GPU-based systems. We are already deploying Maia 200 across the US, Europe, and Australia, delivering up to 1.7x more tokens per watt across experiences in Teams and Copilot. Our goal is to build on the full-stack efficiency gains we’ve already seen, while continuing to bring the latest innovations from across the ecosystem into our fleet.

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sarah guo
sarah guoAI@saranormous·

个人代理协议

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Bret Taylor@btaylor

On Tuesday, Sierra announced Personal Agent Protocol with Meta, Genesys, Instinct, Rocket, Shopify, Stripe, and Walmart. The response has been incredible and today we’re publishing the first draft of the protocol at personalagentprotocol.org and announcing 35 new design partners. As personal agents take on more, our goal is simple: consumers have choice and control, and companies know when they’re dealing with an agent and who it represents. This draft is a starting point. We’d love for companies, developers, and personal agent builders to read it, give feedback, and help us build an open standard together.

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sarah guo
sarah guoAI@saranormous·

我们现在花多少时间盯着机器的思考过程看 “根本没法说清我到底想表达什么!/ 但就像幻灯机把神经以图案投在屏幕上”

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