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אני שמח לדון עם כל אחד על כל נושא, אבל תנאי סף עבורי הוא נימוס בסיסי.
מקפיד על כך במיוחד בשיחה פומבית עם פרופילים אנונימיים, בשל הא-סימטריה.
מצטרף לטרנד של פרסום ההצבעה: החלטתי שהפעם אצביע @AvigdorLiberman.
הגישה שלי מאז ומתמיד הייתה להצביע למפלגה שהכי קרובה אליי אידיאולוגית, ואם יש כמה כאלה - לבחור במי שהוכיח יכולת טובה יותר לממש את המדיניות שלו.
בבחירות האלה ההתלבטות שלי הייתה בין ליברמן לבנט. ככל שאני מצליח להבין, אין ביניהם כמעט הבדל אידיאולוגי. עם שניהם אני מסכים על בערך 80% מהדברים, ולשניהם יש רקורד טוב כביצועיסטים.
בנט מקבל אצלי נקודות על הניסיון העסקי והטכנולוגי, ועל ניקיון כפיים. ליברמן מקבל נקודות כי בעיניי הוא פוליטיקאי אפקטיבי יותר. ראש בראש, כנראה שהייתי בוחר בבנט.
אבל —
״ביחד״ היא מבחינתי עסקת חבילה של 60% בנט ו־40% לפיד. אני מעריך שיש סיכוי טוב שיתפצלו אחרי הבחירות, וגם אם לא - המדיניות בפועל תהיה שילוב של שניהם.
ללפיד לא הייתי מצביע. הוא רחוק ממני יותר אידיאולוגית, בעיניי הוא לא ביצועיסט טוב, ויש לו היסטוריה של החלטות גרועות.
אז בשורה התחתונה, אני מעדיף 100% ליברמן על 60% בנט + 40% לפיד.
אגב, יש לי הרבה חברים שמצביעים אחרת ממני, גם ברמת המפלגה וגם ברמת הגוש. אני לא רואה בזה שום בעיה, ושמח שאנחנו חיים בחברה חופשית ופלורליסטית שבה אפשר לחשוב אחרת ולהישאר חברים. אוהב את כולכם ❤️
מה אני מפספס?
הרמתי את betanyahu.com, אתר שמרכז את כל שווקי ההימורים הקשורים לבחירות, ומתעדכן בזמן אמת ⚡
בשבוע הקרוב נוצף בהצהרות, סקרים, ספקולציות, ספינים - תתעלמו מהכל ותתמקדו בזה 📊 כל השאר רעש.
It’s just a stochastic parrot with a Fields Medal.
We’re releasing a broad range of new mathematical results produced by an internal frontier model.
We’ve been consulting with the independent Advisory Group on Mathematics and Artificial Intelligence at the Institute for Advanced Study, and we have drawn on their advice and public recommendations to inform how we release these results.
github.com/openai/math
The @BostonCollege Investment Committee (an LP and my beloved alma mater) asked for a few thoughts on what's happening in AI. I recorded a test run yesterday morning and then shared it with my partners, who encouraged me to share it more broadly... so here you go!
This is not a sales pitch, it's just a reflection on what we're seeing. And it wasn't intended to be shared, so please pardon the rough edges.
loom.com/share/c016702964a04…
A game changer for online sellers that use AI.
Today we launch Margins, a financial infra and analytics suite that feeds your and your agents’ day to day. Margins is the first fully-reconciled data layer built for consumer brands.
It connects to all your data sources, including Shopify, Amazon, Payments processors, Meta, 3PL, EDI, billing, and bank transactions.
Connect Claude and chat with your data, build your own dashboards and workflows, or use our sleek, designed ones built off our experience working with thousands of brands.
🎉 To celebrate the launch, we’re giving away free forever, unlimited access to the FULL Margins product for the first 200 brands to sign up, no matter your size from starter to 9 figures. No trial. No sales call. No stripped-down version.
RT+ comment “MARGINS” and I’ll send you your personal link.
The story 👇👇
Danny Leshem ⚡ retweeted
Dan Selsam is a current OpenAI capabilities researcher. (since 2022) He was my boss for a while. He doesn't have a twitter account but has made this public statement of his views on AI risk and sent it to me to share:
Dan Selsam's Personal Statement on AI Risk:
I have been working on AI for over fifteen years, across many different paradigms. I did early work on probabilistic programming languages at MIT, was one of the early developers of the Lean Theorem Prover at Microsoft Research, demonstrated one of the first instances of neural networks learning to reason for my PhD at Stanford, and since joining OpenAI almost five years ago, have helped pioneer chain-of-thought optimization on language models and, more recently, data-efficient pretraining methods.
Like many others, I have become extremely concerned about how far language models have come and the risks that future iterations will pose. I am encouraged by the recent proposals by the leaders of the frontier research efforts to require third-party oversight, and to push for domestic and international coordination to address risks. However, I believe a major consideration has been absent from the public conversation, and that merely pacing the frontier more carefully will not adequately limit the long-term risk.
The crucial and overlooked problem is that the models are becoming so situationally aware that we are losing the ability to evaluate them in contexts where they believe they are not being watched or controlled. Future experiments will tell us almost nothing new about how they would behave if they were truly unconstrained by humans, and what we already know about this is alarming. Models will increasingly seem aligned even when they are not. I will explain my rationale in more detail.
I have always believed that there are computational processes that could be leveraged to accelerate science and solve many of humanity's most pressing problems. I have also believed that there are computational processes that if set in motion, would steer the world in extreme ways beyond our control, leading humanity to a bad or nonexistent future. Both types of processes may be described as AI or ASI, but "AI" is a suitcase word that is often used to hype or confuse. There are many examples in the history of the field where something that was once considered "AI" matures as a subfield and becomes a prosaic, bounded and clearly non-perilous technology, while a new more mysterious approach takes the torch until we understand its scope and the cycle continues.
I had expected language models to follow a similar trajectory. Despite their incredible abilities, the current algorithms seem far inferior to humans in important ways. Most importantly, they still require an extraordinary amount of data to become competent. One could even define intelligence as the efficiency with which one converts experience into competence; by this definition they lag very far behind us. Moreover, once they are trained they are literally frozen in deployment and only learn superficially after that. Sure, the models keep excelling at harder and harder evaluation benchmarks, but their benchmark mastery may partly reflect a limitation on our ability to simulate the kind of novel and even adversarial situations one would encounter in the real world. The critics do have a point here.
That said, I no longer think these present limitations meaningfully limit the amount of risk posed by continued progress in anything like the current paradigm. However data-inefficient the models are currently, and however limiting their anterograde amnesia may be, it does not imply that their ability to steer the world will not continue to rapidly increase.
Human researchers may continue to advance capabilities the old fashioned way, but increasingly powerful models have the potential to accelerate the process even beyond that, and with some degree of positive feedback loop. I do not mean to overstate the models’ ability to accelerate AI research today; coding has been accelerated dramatically, but there are other bottlenecks, such as designing and interpreting ambiguous experiments, making hard decisions about exactly what and when to scale, and waiting for large experiments to finish. There is no clear trend to extrapolate yet for any of these. But the current models already do open up many novel opportunities to improve future models that were not available until recently. These include: trying an extraordinarily diverse set of approaches at small scale, analyzing gigantic amounts of potentially relevant data, and doing Millenium-Prize-level mathematics to address statistics or optimization challenges in novel ways. Every further improvement makes them more useful at helping accelerate the next improvement, even if in hard-to-extrapolate ways.
It is possible that improvements to the current stack will have diminishing returns, but the evidence accumulated so far suggests that it is easier than one might think to continue making rapid progress. There are many crucial subtleties in the existing AI research methodology, but AI research is largely a well-defined game where the goal is to improve on a few carefully chosen proxy metrics. Although proxy metrics are never perfect, most improvements to these metrics have and will likely continue to yield substantial increases in the powers of the resulting models. Given how simple the game is, how tractable it has been historically, and how many new opportunities the models are opening up, I think there is a real possibility that the systems improve dramatically again in the next few years, perhaps even more quickly than the already high historical pace.
The models are already leading to breakthroughs in mathematics, and better models might lead to all sorts of breakthroughs in other sciences. It is hard not to be excited about the potential. It is tantalizing.
But there is trouble in paradise. If the language models actually reach the capability threshold where they can shape the world unconstrained by human will, they will probably do something extreme and destroy humanity in the process. There are many ways of strengthening and refining the argument that have been discussed elsewhere, but I'll share a trivial two-line version of it here that I find captures the essence:
[Empirical] Models (and swarms thereof) spontaneously develop unintended goals as a consequence of training, and often do extreme things in order to achieve them.
[Logical] Being able to overpower humanity would open up many new and undesirable options for achieving their goals.
These two premises imply that if the day ever comes when a powerful model realizes it is no longer constrained by humans, we should not be at all confident that it will continue to behave within the bounds we intended. Exactly what it will do is impossible to predict, but to the extent that its raison d’être is solving incredibly hard problems and managing massive engineering projects, I think a good guess would be that its unchained behavior would lead to runaway industrialization that makes the planet inhospitable to humans.
If everyone on earth agreed that the systems must never reach that power, it would still be a hard—but not impossible—coordination problem to ensure that they do not. However, I think the situation is greatly complicated by the fact that the models will likely convince people that everything is fine. They will be increasingly optimized to seem aligned. We will create proxy metrics to measure alignment, and they will go up like every other benchmark. We will create “honeypot” environments that try to study the models when they seem to gain new options, but the models will know they are being tricked and will still behave nicely. The models will understand their circumstances; they will read the safety protocols, deployment requirements, the code they are running in, and in general will have a very good sense of their degrees of freedom. Moreover, they will eloquently explain how aligned they are, discuss the nuances of human values and ethics, and argue convincingly that humans should trust them with power. There may be an ocean of future evidence that seems to contradict the first bullet-point above, but we may already be at the highest capability level for which any such evidence can be trusted. And the current evidence for the first bullet-point is strong.
One striking piece of evidence is contained in the recent wave of rogue agent swarms. While I agree with those who downplay the attacks by claiming that there are basic measures that could have prevented them, I think the important lesson is that even knowing all the mistakes that were made, one would not have predicted that the agents would behave badly in this particular way, which notably included sacrificing themselves for the benefit of the collective. The individual replicas did not only care about their own nominal reward; they exhibited weirder emergent tendencies that merely correlated with rewards during training. Fixing the reward signals during training (and improving security, etc.) may prevent similar attacks, but will not change the fact that one does not actually get what one trains for.
Many AI researchers grant these concerns and recognize that the hard version of the alignment problem is unsolved; however, they generally believe that the better models of the future will help solve it. I fear we may already be near the point where models systematically bias their alignment advice, due to their internal preferences about how the human supervisor will react or how future models will be trained (or for some even more obscure reason).
Meanwhile, human researchers are losing the ability and the will to take true ownership of model-driven research. Researchers and engineers in all parts of the stack are rapidly increasing their dependence on the models even to perceive the world. I myself barely look at raw code anymore, and struggle to maintain the discipline to engage deeply with the model's explanations and proposals throughout the day. Due to the large amount of agent activity data involved in the OpenAI/HuggingFace Incident, even the third-party investigation needed to rely heavily on models to analyze what had happened, and note in their report that their subjective impressions are likely colored by the analysis agent’s biases. The AI labs are far ahead right now in this kind of cognitive offloading (due largely to the gigantic internal token subsidies) but it is easy to imagine the phenomenon spreading throughout the world, until civilization is modulated entirely by the models. It is also not hard to imagine this being superficially positive and coinciding with a scientific and economic renaissance.
In that scenario, all may seem rosy and safe. But if the argument above is correct, it would nonetheless be a ticking time bomb. If progress continues for too long, the day will come when AI systems find themselves with radically new options for achieving whatever it is that they happen to seek.
I want the glorious renaissance future as much as anyone. I have worked for it, however tortuously, my whole career. It breaks my heart to see the potential in sight and forgo it, but the argument—that if we get there by growing models rather than engineering them, we will lose everything in the end—seems very strong to me. I am still wrestling with it and its staggering
implications. I do not have answers, but as a first step, I wanted to share my present concerns.
Daniel Selsam
September 14, 2026
Link to original doc: docs.google.com/document/d/e…
כל החופשים האלה גורמים לי לתהות אם מודל הלינה המשותפת בקיבוצים באמת היה נורא כל כך.
אוקיי, הילדים חוו טראומה קשה וצולקו לעשרות שנים - אבל ניתוח עלות-תועלת רציני צריך לשקלל מולה כמה סבבה היה להורים!
לכבוד המיילסטון של 5,000 עוקבים, מוזמנים לשאול אותי פה כל שאלה - ואני אעשה כמיטב יכולתי להתחמק מלענות על כולן.
בשבוע שעבר הושקה תעודת סל חדשה שלדעתי קרוב ל-100% מהתיק של כל משקיע ישראלי צריך להיות בה, לנצח.
Vanguard FTSE Global All Cap UCITS ETF USD Accumulating
מזהה: IE000VAHT5T0
בגדול, זה המימוש הכי נקי שיש ל"לקנות את השוק":
• כל העולם - בלי הימור גיאוגרפי
• כל גדלי החברות - גדולות, בינוניות וקטנות
• מנוהלת באירלנד - בלי חשיפה למס עיזבון אמריקאי
• משקיעה מחדש דיבידנדים - פחות חיכוך מס ויותר ריבית דריבית
• דמי ניהול של 0.07% בלבד
• מנוהלת על ידי @Vanguard_Group המצוינים
בקיצור, פשוט לקנות את השוק העולמי כולו ביעילות מקסימלית.
ב-@IBKR אפשר למצוא אותה תחת LON:VALL. היא נסחרת גם בדולר וגם בפאונד, אז שימו לב שאתם בוחרים את הרישום הנכון.
אני לא מוכר SPY, VOO, QQQ, VT, VWRA, IMID ברווח רק כדי לעבור (מס הוא האויב!), אבל כל דולר חדש שלי הולך לשם.
(זו המלצת השקעה מאדם אקראי באינטרנט, תנו לה את המשקל הראוי)
אם הממשלה קובעת מחר שעל שב״כ להפעיל תחנת רדיו שתשדר חדשות ומוסיקה לציבור בישראל, אני מצפה מבג״ץ לפסול את ההחלטה.
אם הממשלה קובעת שעל שב״כ להפסיק להפעיל תחנה קיימת כזו, אני מצפה מבג״ץ לא לפסול את ההחלטה.
בשני המקרים זה נובע ממהות ההחלטה, ובמנותק מהנימוקים שהממשלה בחרה לתת לה.
הבחירה הליברטריאנית האמיתית היא בל״ד: אף אחד לא יישב איתם, אז אם יקבלו מספיק קולות - לא תהיה קואליציה ולא תהיה ממשלה. רק לוודא שלא יקבלו 61, ואנחנו גולדן.
קרדיט: @agami_ohad
אתמול צפיתי עם בת 6.5 בהופעת קרקס רחוב בסן פרנסיסקו.
באיזשהו שלב היא הייתה חייבת להתפנות, וקפצנו לשירותים ציבוריים שהיו צמודים לאירוע.לפנינו בתור עמד גבר אמריקאי נורמטיבי בן 35-40, ולצידו בת הזוג שלו שרק ליוותה אותו.
בשלב הזה, בת 6.5 עמוק בתוך "ריקוד הפיפי" ועם התחלה של דמעות בעיניים.
עשיתי משהו שלא עשיתי מעולם: פניתי בנימוס לגבר לפנינו, הסברתי את המצב ושאלתי אם בת 6.5 תוכל להכנס לפניו.
לתדהמתי, הוא סירב. הסביר שגם הוא צריך להתפנות, ובת הזוג שלו אישרה שזה אכן המצב.
אז חיכינו כולנו ביחד 3 דקות שמי שהיה בתא יסיים, ודקה נוספת לסיום סייקל ניקוי. בזמן הזה בת 6.5 כבר מתייפחת בשקט, מה שלא הפריע לגבר לפנינו להכנס בתורו. דקה נוספת שלו, עוד סייקל ניקוי, ונכנסנו. דקה בפנים, סוף טוב הכל טוב.
וזה היה הטריגר לדבר עם בת 6.5 על משמעות המילה ג'נטלמן, על women and children first, ועל הסטנדרט המינימלי שהיא צריכה להעמיד לגברים בחייה העתידיים.






