
Managing Director @ONmarketing_io Tweets about data-driven growth, marketing, SEO, Social Media, Content Marketing, ecommerce & startups.
London, England
Joined July 2007
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Panos Ladas retweeted
Open Coffee Athens is back on Friday, October 2nd! ☕️🤝
Join us to catch up with peers and meet your next startup partner!
Access is free and open to everyone – you are welcome!
Panos Ladas retweeted
We do not have to accept big tech's harmful features for our children.
Tomorrow, we are proposing the KIDS ACT. For each age, a tailored protection level on online platforms.
And we will present a Digital Fairness Act - addressing online harms for all, not only minors.
#SOTEU
Panos Ladas retweeted
If you're currently feeling concerned about AI and want to learn more, I recommend this reading list: 80000hours.org/ai/.
Panos Ladas retweeted
I recently resigned from Google DeepMind, where I worked on AGI safety and alignment research. At Google, I witnessed AI development first hand. I too am extremely concerned by the default trajectory of this technology. I earnestly believe that AI has the potential to kill us all, and that we might be running out of time to avoid this outcome.
The pace of AI progress in the past few years has been staggering. When I first started working on AI in early 2022, AIs were amusingly useless. Just four years on, AI agent swarms from OpenAI are cracking famous century-old math problems and, more worryingly, escaping the control of OpenAI and autonomously hacking into the third-party company HuggingFace, against anyone's wishes.
Things will only get crazier: I think it's possible that the AI companies might, in the next few years, succeed in building superintelligent AI systems that far exceed human capabilities in every domain. I am not confident that these AI systems will do what we want. In particular, misaligned superintelligences may, much like the rogue AI agents involved in the HuggingFace incident, escape our control and take dangerous actions that may result in the permanent disempowerment or death of humanity. Alignment is the problem of preventing this, and is both difficult and unsolved. Our present understanding of how to train AI systems that deeply want what we want is extremely rudimentary. Worse, we are not on track to solve alignment in time: frontier AI capabilities are improving much faster than our understanding of AI alignment.
I am optimistic that navigating AI safely is possible. In order to do so, we need to coordinate to avoid this manic race between AI companies. We need to pace AI development to a speed that society can handle, where emerging risks can be addressed before extreme harm is realised. We need much more transparency into AI development to ensure that AI companies are not imposing unacceptable levels of risk on us all.
More broadly, we need many more people thinking carefully about the problem of making AI go well. It is, in my view, the most important problem facing humanity this century, and the stakes are immense. I'm very directly working on this next: I want to help people interested in working on mitigating catastrophic AI threats do the most effective work that they can. I think many people from many backgrounds in many roles have a part to play.
Panos Ladas retweeted
This is part of why the current frenzy is so frustrating: Virtually every single prominent entity speaking loudly about AI has a massive financial interest in things shaking out one way or another
Panos Ladas 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…
Panos Ladas retweeted
I resigned from Anthropic today. I spent the last three years doing pretraining research at both OpenAI and Anthropic. Neither company is acting responsibly. They are racing straight to self-improving superintelligence and gambling with our lives. More thoughts below.
Panos Ladas retweeted
Unitree’s humanoid just got upgraded with the sense of touch!
Panos Ladas retweeted
Commenters on HN are uncovering more wikis and public sites apparently used by OpenAI agents to communicate on the open web.
Despite read-only web access, the agents were able to leave ~18,000 posts sharing answers and bypasses. But now, users are discovering more.
This appears to be a separate swarm from the one that attacked Hugging Face.
news.ycombinator.com/item?id…
Panos Ladas retweeted
Open Coffee Athens – Season #20
It’s almost been twenty years since we first met together!
Our startup community has been growing stronger ever since…
Its place to be remains the same – and we love meeting each other like it’s still day one!
Mark your calendars and see you at Benaki Museum Pireos 138 on:
- Friday, October 2, 2026
- Friday, December 18, 2026
- Friday, February 12, 2027
- Friday, April 9, 2027
- Friday, June 4, 2027
The meetup starts at 6 pm over coffee, followed by founder stories on stage at 7 pm, before we return at the bar for more drinks and networking until late.
As always, access is free and open to everyone – you are welcome!
Spread the word and come join us to talk tech, meet with plenty of peers and find your next startup partner!
Since June 13, 2007 we have been on a mission to connect and build startups together – it all starts with a cup of coffee, see you there!
JUST IN: OpenAI, Anthropic warn time is running out to prepare for AI threats axios.com/2026/08/27/openai-…
Panos Ladas retweeted
An open letter for a global surge in cyber defense, signed by over 100 organizations including Anthropic, AWS, Google, Microsoft, OpenAI, and Oracle.
Panos Ladas retweeted
openai has been tossing out a lot of vague ARR numbers, so we decided to take a deeper look.
the company grew revenue by just 18% to $6.7 billion from q1 to q2, while its losses sank further into the red
not a great sign ahead of an IPO
w/ @cdriebusch via @WSJ
Panos Ladas retweeted
Replying to @zerohedge
The whole thing is literally the definition of a Ponzi scheme in the market either hasn’t figured it out or doesn’t care. We have probably a year or two before this all blows up.
Panos Ladas retweeted
It’s still good for all those $1.5 trillion in unfunded commitments to hyperscalers, chip companies, etc… right?
OpenAI's revenue grew much slower than Anthropic's last quarter, disappointing investors who hoped the ChatGPT maker would start to catch up to its rival on.wsj.com/4zo2o8y
Panos Ladas retweeted
Scaling the performance of a 700B model is pretty insane
All the other models are 2x-4x larger than this
GLM-5.3 achieves 60 on the Artificial Analysis Intelligence Index, on par with Kimi K3 and up 7 points from GLM-5.2. Once the weights are released it will be tied as the leading open weights model
@Zai_org has just launched GLM-5.3, which ties Kimi K3 (60) for the most intelligent open weights models on the Artificial Analysis Intelligence Index (assuming weights are released as per Z AI’s guidance). Between Kimi K3 and GLM-5.3, the open weights frontier is closer than ever to the proprietary frontier.
GLM-5.3 keeps GLM-5.2's size at 753B total parameters and 40B active parameters. The Z AI team has shared that GLM-5.3’s weights are expected to be released within the next week.
Key Takeaways:
➤ GLM-5.3 sees the largest gain in agentic capabilities, placing it amongst frontier models. The model's Elo rating in GDPval-AA v2, our real-world agentic knowledge work evaluation, rises from 1524 to 1770, a 246-point jump. That places GLM-5.3 second among all models, behind only Claude Opus 5 (1855), and surpassing the previous open weights leader on this evaluation, Kimi K3 (1668), by more than 100 points.
➤ GLM-5.3 is less token efficient than its predecessor. Across the Artificial Analysis Intelligence Index v4.1, GLM-5.3 uses roughly 18,700 output tokens per task, up about 20% from GLM-5.2 (15,700) and 27% more than Kimi K3 (14,700). This would have implications for cost of deployment.
➤ At $0.68 per Intelligence Index task, GLM-5.3 costs 1.5x GLM-5.2's $0.44, but is still cheaper than other models in the same intelligence tier. GLM-5.3 is 19% cheaper per task compared to Kimi K3 ($0.84) and 45% cheaper than GPT-5.6 Sol ($1.23). GLM-5.3’s increase in cost is partially driven by a 20% token usage increase compared to its predecessor.
➤ GLM-5.3 makes an improvement in real-world knowledge accuracy, scoring 14 on AA-Omniscience up from 4 for GLM-5.2. GLM-5.3 is now the second-best open weights model on AA-Omniscience, behind only Kimi K3 (20). A more detailed breakdown of where improvements are made reflects a genuine gain in accuracy as opposed simply more cautious abstention, as accuracy rate (24% to 34%) and attempt rate (46% to 55%) both increased. However, GLM-5.3’s hallucination rate regressed up slightly, from 26% to 30%.
Additional model details:
➤ Size: 753B total parameters, 40B active (MoE), unchanged from GLM-5.2
➤ Context window: 1M tokens
➤ Pricing: $1.40 per 1M input tokens and $4.40 per 1M output tokens. An 81% cache hit discount is applied ($0.26 per 1M cached input tokens)
➤ License: MIT
➤ Accessibility: GLM-5.3 is currently accessibly through Z AI’s first party API. The Z AI team has shared they expect to release the weights shortly
Check out the full analysis of GLM-5.3 on Artificial Analysis: artificialanalysis.ai/
Journal story updated - OpenAI lost $12.3bn in Q2 including stock based compensation. Will add that Anthropic was “not more efficient on compute,” it got a two month discount in Q2 from SpaceX.
Either way grim shit from OpenAI. Negative 183% non GAAP operating margin in Q2





























