I work on scaling systems and platforms for the internet. Director of Digital Currency @medialab, BoD @blocks. PhD from @MIT_CSAIL, formerly @digg, @google.

Cambridge, MA // NYC
the vending machine lives again!
- Static payment address with Lightning Address - Credentials on the Pi inside are view only - Infinite inbound liqudity, handled by LEXE - Written in Rust so it's blazing fast ofc Updated code + docs here: github.com/jharveyb/BitVend Suggest goods to stock in the comments :)
3
8
1,504
Neha Narula retweeted
Its been 10 years, time for an update This is way easier with Lightning and providers like @lexeapp . Opus and I coded the receive logic in maybe 90 mins - redoing the wiring took longer. Thanks to @Arminsdev , @neha , and the @mitDCI team for keeping this alive 🙏 Demo:
Vending machine at @medialab accepts bitcoin, stocked only with @soylent. Surely this is a metaphor for something.
8
10
57
28,317
Neha Narula retweeted
Live from 17:30 CET: Executive Board member @Isabel_Schnabel will join a panel at the @BankofEngland and @FMG_LSE’s “The Future of Money” conference in honour of Charles Goodhart, alongside @TobiasAdrian1, @Neha, @R2Rsquared and @HyunSongShin. Register now bankofengland.co.uk/events/2…
9
8
38
12,007
Neha Narula retweeted
in 2000 a programmer discovered you can implement coroutines in C using the same switch trick as Duff's Device it's called Tatham's Coroutine and was used in PuTTY Simon Tatham called it "the worst piece of C hackery" he'd seen in production
30
72
1,098
54,433
I think there is another option which is "Exit the system". In Arvind's examples, this might mean you consume or produce entertainment in another medium the way you want, or you stop trying to publish in peer reviewed journals and instead write really good substacks.
There are many problems in our world and most of them are systemic. A pattern I’ve observed is that people go through 4 stages in how they respond to the problems they notice, gradually shifting their approach as they gain more life or work experience. I think it’s worth sharing. Stage 0 is not noticing the problem. Most people don’t notice most problems, and that’s okay. Our time and attention are limited. The key question is how we conceptualize the problems we do notice and what we do about them. Stage 1 is viewing it as a matter of individual incompetence or bad actors. This is the most intuitive, initial reaction that we tend to have. In rare cases this perception is accurate, but most big problems in society are systemic. Stage 2 is the recognition of the systemic nature. As Steve Jobs put it: “When you're young, you look at television and think, There's a conspiracy. The networks have conspired to dumb us down. But when you get a little older, you realize that's not true. The networks are in business to give people exactly what they want. That's a far more depressing thought. Conspiracy is optimistic! You can shoot the bastards! We can have a revolution! But the networks are really in business to give people what they want.” People who notice a problem tend to eventually graduate from Stage 1 to Stage 2, but stop there — with resigned acceptance and a feeling of powerlessness. In contrast, stages 3 and 4 involve deciding to take some action despite recognizing how hard the problem is. Systemic does not mean immutable. Institutions are maintained by norms, incentives, and coordinated behavior that can sometimes be changed. Stage 3 is trying to change the system directly through activism or reform. Many junior people in a field want to be reformers. They’re in the sweet spot — when they go from outsider to insider and have a little bit of power and leverage, but they haven’t yet adapted to the system and become vested in its preservation. Media reform through collective action has happened, though nothing that successfully tackled the “networks are dumbing things down because that’s what audiences want” problem. Trying to directly change any entrenched system requires dedication for a sustained period, and even then has only a low likelihood of success. Most people decide sooner or later that that path isn’t for them. But that’s not the end of the road, because in many cases, change can happen incrementally. Stage 4 is realizing that systemic doesn’t mean universal. Systems exert pressure toward an equilibrium, but there are niches where enterprising individuals or teams can buck the trend. They can benefit — financially or reputationally — from doing things differently. In other words, when systemic failure is severe enough, the unmet demand it generates can become an opportunity. A successful exception may remain an exception, but sometimes it attracts imitators by demonstrating the feasibility of an alternative path. Coming back to television as our case study, one of the best examples of this is The Wire, a famously high-quality, cerebral and accurate show. It was not what mainstream TV economics ordinarily rewarded, but this niche was so underserved that there was an opportunity for the show to survive for many seasons on HBO. As audiences gradually shifted over time, demand for this kind of show increased in later decades, and DVDs and streaming made it much easier to cater to those audiences, The Wire became an important precedent and gained enormous cultural prestige. To be clear, Stage 4 is not always better than Stage 3. Sometimes we really need to reform or even tear down the system. But more often, we can contribute to change through leading by example, without having to sacrifice our career to pursue reform — and in fact benefit from the leadership opportunity. In my own small way, I’ve tried to put this into practice in my career. For example, early on I noticed that academic writing is often jargon-filled and unreadable. I assumed this was because there’s something wrong with the sort of people who become academics (Stage 1). Pretty soon I realized the incentives are messed up — scholars write to impress reviewers and advance their careers, more so than to inform the ultimate reader (Stage 2). Early in my career I made some feeble efforts toward changing peer review (Stage 3), but gave up pretty soon because of the obvious difficulties. My breakthrough was realizing that I should simply write papers the way I wanted to (Stage 4). Even though this resulted in a peer review penalty, when I did publish papers (or even put preprints online) their influence was amplified because more people read them. Over the years I’ve heard from many junior scholars that reading my writing helped them realize that it’s possible to have a career writing plainly. This has been incredibly gratifying to hear, and is a small but personally meaningful change — much more than I would have ever been able to accomplish by tilting my lance at the windmill of peer review.
2
1
9
5,053
I think this is actually the most effective way to enact change, especially when combined with a concurrent big change in society like a new technology. Build a new system that works better.
1
1
5
432
Neha Narula retweeted
I thought this was an incredibly insightful answer from @alighodsi on how he attacked Snowflake. I think @tobi and Shopify have a similar opportunity to take on Amazon in the agentic shopping era TL;DR "Study your enemy, study your competition carefully, and then go after those weaknesses." Brian Halligan: Ali, I want to switch topics on you. You had a rivalry, obviously, with Snowflake. It was an interesting rivalry over time, and my sense is you were pretty far behind, at least from a revenue standpoint. You've passed them. I just remember at HubSpot we were looking at the two and we picked Snowflake way back when. What were the chess moves that worked relative to them? And I guess I have a thesis that that was a very sales-driven company — the CEO was a sales guy, he cold-called me, actually — and you folks were product-driven. Any thoughts on that, in advising founders and CEOs about that kind of thing? Ali Ghodsi: Yeah, that was the consensus at the time, that the companies were like that. I thought that was unfair to us, because I thought with Ron and everybody — we had an amazing team. And then we had Andy come here and build up an amazing, crazy machine. It's like an army. So I thought that was unfair at the time when they were saying that. But it is true that we were half the revenue and we were growing slower. So to accelerate the revenue so much that you can overtake someone that's got double your revenue and bypass them — we knew it was going to take several years. Back to: good strategies take multiple years, you can't do them overnight. So: study your enemy carefully, understand their weaknesses, and apply your strengths to their weaknesses. This was a great company. They had built an amazing product. It was a game-changing product that disrupted all the data warehouses of all the hyperscalers. The hyperscalers were getting destroyed by Snowflake, because it was such a great innovation, such a great product. So this is not like, hey, it's a PTC-like company. No, this is hardcore. But they had a few weaknesses. One was that it was proprietary, because the folks came from Oracle. So it was a fully proprietary stack. And still today all the data gets stored inside their proprietary format. They've now added open source stuff, but that's just a small fraction of what they do. Most of the customers we bump into have this proprietary [format], and people didn't want to get locked in. So that was one weakness. Second weakness they had was that they had no support for AI. Or they would say that they did, but we knew that that was pretty weak. So that was the second thing we wanted to push really, really hard on. And those two combined with a third: it was pretty expensive. Now, it was expensive, to be fair, probably because it was a great product and they could extract a lot of margin out of it. Winners do that. They have a great product. So we went exactly for those three. We said, hey, open lakehouse means you own your own data. It's completely open. Don't lock it up over there. You can do AI on it, because our roots are AI — we've been doing machine learning and AI since 2009, that's where we came from. So apply that strength. And by the way, at the time it wasn't clear that was going to work, because AI was not a big thing in 2019, 2020. But we knew that that's a weakness, so we keep pushing on that weakness. And then cost — let's make sure that the TCO is a third. And still today, we typically win on TCO. And then we just hammered that extremely aggressively in account after account. We had a very careful playbook. And the playbook wasn't just, let's go out and say that Snowflake sucks or anything like that. It was: identify the Achilles heel and press on those. Don't just go say, hey, rip out Snowflake. It was a coexist strategy. Go in there, look at the exact workloads that could be amenable to machine learning, pull those out, move the format to open source. We had a very clear, concise playbook. And this kind of contradicts [the idea] that our sales would suck, or that they would be good at sales — because sales executed this play at Databricks. They went account by account and did that. And then it took multiple years. We also had a category that exemplified this playbook. The category was lakehouse. So we had a three-year, four-year strategy to create this category of lakehouse — which, by the way, was controversial. People didn't believe in it. But eventually the category took off. Now everybody says they have a lakehouse. Even Snowflake will say that, and that they have open formats and so on. So yeah, that's what it says: study your enemy, study your competition carefully, and then go after those weaknesses.
20
23
431
49,865
Neha Narula retweeted
The knife fight already took place; it ended a year ago, when I wrote the first entry in my Agentic commerce is a mirage series. Amazon began blocking agents last July; it's currently *suing* Perplexity over autonomous shopping with Comet. Amazon won't capitulate; it doesn't have to. Alexa for Shopping (Rufus) generated $12BN in incremental revenue in 2025. Walmart's Sparky has generated similarly significant commercial traction for the company. Agentic commerce is *already* a reality -- but it takes place on-site, not through independent agents. ChatGPT launched ads in February 2026 and shortly thereafter shuttered Instant Checkout. The affiliate model is economically suboptimal relative to advertising; ChatGPT has already demonstrated that. Advertising is the dominant business model for the consumer internet, and independent agents will monetize principally with advertising.
Amazon cuts off Muse. While I am bullish Meta and Muse, I think many people are overlooking the digital knife fight that’s about to occur Nobody wants to get commoditized or layered here. Let the games begin
33
29
283
70,124
I like how he describes what it feels like to do research now. "I signed up to be a mountain climber. But while I was passing the test they installed escalators on all the mountains in the world."
4 months ago I excitedly accepted a tenure-track job in particle physics. Something that had been my goal since I started my PhD 10 years ago Now I have decided to leave physics immediately to work on AI safety Read my blog to hear why! ozamram.substack.com/p/physi…
6
68
1,451
104,806
Neha Narula retweeted
In August the Core Lightning maintainers told node operators to upgrade or run --offline. There was nothing to upgrade to for another two days, and when v26.06.7 arrived it was binaries only, with the source held back a further two weeks so attackers could not reverse-engineer the fixes. We (me + AI models) used that window. Ten AI models, one public source tree, the same five sentences of prompt, under $100 between them. Every report was hashed into the Bitcoin blockchain with OpenTimestamps as it was finished, nine days before upstream published the source, so none of it can be backdated. Reading source, the models found four of the nine defects the release fixed. Running "strings" on the public download found five more, and one of those is theft that pays for itself: as a forwarding node you refund the sender upstream, and the peer then claims the outgoing HTLC on-chain with the preimage it held the whole time. You pay twice and collect nothing. It was findable because the patched binary carries upstream's own new log line, FUNDS LOSS, which names the function, and the vulnerable code sat in the public v26.06.6 tree throughout. Three models at three price points landed on it within minutes of the download. The embargo hides the patch, but not the mechanism. Write-up: juraj.bednar.io/en/blog-en/2… Full case-study, reports and timestamps: github.com/jooray/CLN-incide…
6
14
78
7,146
Neha Narula retweeted
⚛️ Bitcoin does not have a quantum computer problem today. It has a migration problem, and migrations could take years to get right. SHRINCS is the first Bitcoin-specific post-quantum proposal I have seen that makes a serious end-to-end trade-off, and it deserves to be read carefully rather than cheered or dismissed. Their work is the proposal. I wrote an analysis of the challenges that come with it, the ones that only become visible when you look past the signature scheme and into the wallets that have to run it. The migration really has three questions: - which scheme Bitcoin should support - what that scheme does to the protocol and the wallet ecosystem - what happens to coins that have never been moved by their owner. Almost all of the public discussion is still on the first one, which is probably the easiest of the three. SHRINCS is conservative where it matters. It is hash-based, so it leans on the SHA-256 that Bitcoin already depends on instead of stacking a lattice assumption on top. A single 48-byte public key commits to both a compact stateful path (Flexible XMSS and WOTS+C) and a stateless SLH-DSA fallback. Verification is the pleasant surprise. It is mostly SHA-256, and the draft reports a worst-case cost per signature byte below BIP340 Schnorr. The stateful path uses one-time keys, and each one must sign exactly once. The counter must never move backwards, it must be committed to persistent storage before the signature leaves the device, and it must never be restored from a backup. Sign two different messages from the same slot and an observer can steal your fund. SHRINCS handles this better than a purely stateful scheme. If the state is lost or merely uncertain, the seed still derives the stateless key, so you lose efficiency rather than funds. The cost is that wallet state stops being application data and becomes cryptographic state whose rollback can take user funds: hundreds of counters for hundreds of UTXOs, across several devices and several software wallets, on hardware where hash-based keygen already takes minutes. There are also capabilities we do not get back. Non-hardened BIP32 derivation, and with it watch-only wallets as we build them today. Compact Schnorr-style threshold signing. None of this makes SHRINCS a bad proposal, and the spec is honest about its own status: non-standard SLH-DSA parameters, constructions outside the NIST standard, security proof pending. It does mean the cost of this migration cannot be only measured in signature bytes. The stateful aspect of SHRINCS would be very challenging in terms of security and UX. The uncomfortable part is that picking the signature scheme may be the easiest question here. ledger.com/blog-shrincs-bitc…
17
24
123
16,906
this is a beautiful reflection
Replying to @teortaxesTex
Full text (translated by Astra-xhigh, I'm out of everything else): I Have No Choice but to Bury My Talent in Yesterday A few days ago, DeepSeek v4.1 was released, raising the ceiling of what small models can do by yet another notch. AI has advanced far faster than anyone expected. From the earliest version of ChatGPT, which could do little more than stumble through conversations like a child learning to speak and had a context window of only a few thousand tokens, to reasoning-capable models such as OpenAI o1, DeepSeek R1, and Kimi K1.5 Thinking, took only two short years. From reasoning models to the agents we have today—able to work fluidly with all kinds of tool harnesses, execute commands, and complete complex tasks—has taken only another year and a half. It is hard to imagine what AI will look like another one, two, or three years from now: how powerful it will be, whether it will already have acquired the ability to improve itself, and how deeply it will have spread into areas such as embodied intelligence. AI Is Getting Better and Better at Writing Kernels AI has been advancing just as quickly in my own field: the design and implementation of high-performance kernels. In the space of only a year, it has gone from being a little assistant that could help me look up documentation, read code, and find bugs to something approaching a kernel expert in its own right: capable of reading CUDA, PTX, and SASS code independently, using specialized tools to analyze the stalls associated with individual instructions, and then optimizing kernels on its own. I believe that before long, it will also be able to design kernel schedules independently, evaluate the performance of different scheduling strategies, implement them, and optimize the result. Of course I am proud of DeepSeek v4.1’s success. After all, I wrote its main Attention kernels [1], and the fact that the model performs so well is also, in a sense, a validation of my work. But the times keep moving forward, and no one can stop technological progress. I know very well that in another six months or a year, the kernels written by AI will probably be every bit as good as mine—and perhaps better. AI can reason at 300 tokens a second, type out a command in half a second, and produce a piece of code in twenty seconds. I cannot. AI can keep increasing its model depth, reasoning effort, tool-call budget—the frequency with which it interacts with its environment—and even its degree of parallelism. I cannot. Humanity has never shown much hesitation when it comes to destroying itself. So why, when I know perfectly well that “the better the kernels I write, the faster our new models will train and run inference; the faster the models improve, the sooner I myself will be replaced,” do I still do everything I can to optimize them? Partly because writing kernels is like playing a game to me. I get an enormous amount of pleasure from it. Whenever I invent a new technique, or see one of my kernels become faster, the excitement I feel is no less intense than what a speedrunner feels after breaking their own record. And when I see one of my kernels dramatically outperform the hardware vendor’s official implementation, I feel an equally powerful sense of pride. But there is a more important reason. Even if I simply gave up and started coasting—or deliberately put obstacles in the way to slow down model training—other companies’ models would continue advancing as usual, and in the end they would make me obsolete just the same. “Of course I would rather not be swept away by the revolution. But if I have to be, then I would rather be the one who revolutionizes myself.” When everyone is this determined to engineer their own obsolescence, I have little choice but to join this brutal arms race. And What About Me? When the day really comes that AI is better at writing kernels than I am, what will happen to me then? My own judgment is this: I probably will not lose my job, but I will have to change what I do. I should still be able to make a living. But I may no longer have the chance to do the work I once loved. I once came to a conclusion about the pace of change and my own place in the future. The world is changing so quickly—the development of AI above is a perfect example—that I have no way at all to predict what things will look like five or ten years from now. But whatever happens, I believe that with my breadth of vision, judgment, initiative, and intelligence, I will be able to keep a seat at the table and find my way back to the leading edge of the times. But that conclusion can only reassure me that I will not become unemployed. It cannot reassure me that I will never have to change professions. If anything, it tells me that changing professions may be precisely how I avoid unemployment. And what does changing professions mean? It means giving up the field of kernel design, implementation, and optimization that I have spent so long cultivating and have come to love so deeply, and instead becoming a “mech pilot” for AI agents. Before, three things were largely aligned: what interested me, what I was good at, and what industry needed. Now AI has taken the thing I am good at and become even better at it. At the same time, industry demand has drifted from “people who can write high-performance kernels” to “people who can use AI to produce high-performance kernels faster.” To keep up with what industry needs, I will inevitably have to leave behind the direction I once loved and move into some unknown new one. I believe that with my understanding of engineering, of the requirements of higher-level models, and of low-level hardware, I will still be able to produce high-quality kernels efficiently. I also know that I may come to love this new direction. Or I may not. But there is something genuinely painful about having the thing you love taken away from you. That quiet contentment of sitting at my workstation, settling in, and spending an entire afternoon writing kernels may sing its swan song this summer. I have no choice but to bury my talent in yesterday and become a mech pilot. There are more gears in my hands now, but fewer rhythms in my heart. An analogy might make this easier to picture. Suppose you are a master knitter. You are especially skilled at weaving intricate patterns and matching different colors. The sweaters you make are durable and beautifully patterned, and wealthy people from all the surrounding towns and villages come to ask you to make sweaters for them. You make a good living from it. And you genuinely love the work itself. You love sitting by the window, brewing a pot of tea, looking out at the green hills, clear water, cattle and sheep, and wisps of cooking smoke in the distance, and quietly spending an afternoon knitting. Then one day, someone invents a miraculous machine. Give it yarn and a pattern, and it can automatically knit the sweater for you. The quality and texture are every bit as good as what you could make by hand, and it works far faster than you ever could. You know perfectly well that your peers can use this machine to reach, effortlessly, the level you once spent years attaining. So you have no choice but to use it as well. You also know that with the twenty years of knitting experience you have accumulated, even once everyone has access to the same machine, you will still be able to produce better sweaters, faster, than your peers. But the pleasure of sitting by the window listening to the rain, guiding needle and thread, and letting the hours pass slowly has, in the end, been crushed beneath the roar of the machine. I know there is something deeply helpless about all of this, but there is no real way around it. I can probably keep my livelihood, but I will most likely have to give up an old love. I am the sort of person who keeps reason and emotion fairly compartmentalized. When something needs to be handled rationally, I can be very rational. But I also have a sentimental side. I remember that when I moved out of an apartment I had lived in for a year, I cried hard because I could not bear to part with all the memories tied to that place. Saying goodbye today to the age when kernels were written by hand and optimized in the human mind is undoubtedly more painful still. I do not know whether any readers have felt something similar. But I suppose there is no other way for this to go. And What About Everyone Else? As AI continues to improve, I also find myself worried about a few questions: Are students today increasingly likely to use AI to do their assignments, especially hands-on work such as labs? Imagine having two choices in front of you. One is to spend eight miserable hours struggling through a lab and perhaps not even get full marks. The other is to launch an AI model, spend a few cents and a few minutes, and have it write code that earns full marks for you. Which one are most students going to choose? The point above may leave large numbers of students with seriously underdeveloped engineering ability: the ability to organize code, build systems, anticipate future needs and design for them in advance, create good abstractions, and so on. As AI becomes more capable, will those “engineering skills” still be necessary? Will they gradually become obsolete, the way fluency in handwritten x86 assembly largely has? Or will they remain permanently valuable, like understanding the entire computing stack from software to systems to hardware? If it is the latter, then we may be in trouble. Put AI in the hands of someone with poor engineering judgment, and they can now produce mountains of terrible code several times faster than before, burying all kinds of hidden problems inside systems and making the world even more of a ramshackle operation held together by improvisation. In the society of the future, will power matter more than technical ability or intelligence? Perhaps these are questions that only the times themselves can answer. Conclusion As AI develops, the society of the future may be pulled toward one of two extremes: communism or Cyberpunk 2077. In the former, productive capacity is liberated on an enormous scale, and people’s standard of living rises substantially. (I’ll leave it at that, or I’m afraid this might not make it past moderation.) In the latter, a handful of technology companies control most of society’s resources. Only a tiny number of people have access to the most advanced AI and other technologies and are able to achieve something approaching “mechanical ascension,” while most people are left with only weak, second-rate AI. Moving from one social class to another would become harder and harder: you would first need access to the strongest AI in order to climb the class ladder, creating a self-reinforcing trap. Suppose Anthropic were to retain control of the most advanced AI in the world indefinitely. Which way do you think society would go—communism or 2077? Take a guess. That is why I still believe that frontier intelligence should be made available to everyone openly and affordably. I do not trust Anthropic or OpenAI to do that. In particular, I do not want Anthropic to control the world’s most advanced artificial intelligence or AGI. To put it dramatically, I think the stakes would be comparable to Hitler obtaining the atomic bomb before the Allies did. That is also why I chose to stay at DeepSeek, and why I have continued to stay. We work on AI that is powerful, fast, and accessible to everyone, and we open-source it. Perhaps that can pull the world at least a little farther away from the 2077 end of the spectrum. I hope the world we are heading into turns out all right. May all that is good and beautiful endure. [1] By “main Attention,” I mean only MQA attention with head dim = 512. This does not include the indexer used to select the top-k important tokens. That part was written by other colleagues—who are every bit as skilled—together with their AI agents. ----- Original: 我不得不把才华埋葬在昨天 前几天,DeepSeek v4.1 发布了,将小模型能力的高度又向上推进了一个档次。 AI 发展的速度远远超过了所有人的预期。从那个只会咿呀学语地聊天、上下文长度只有几千 token 的初版 ChatGPT,到具有推理能力的 OpenAI o1、DeepSeek R1 与 Kimi K1.5 Thinking,只不过短短两年;从推理模型到如今能够流畅地在各类 harness 工具中执行命令、完成复杂任务的智能体,也不过一年半。很难想象,倘若再等上一年、两年、三年,彼时的 AI 会成为什么样子,会有多么强大,会不会已经具备了自我进化的能力,并深度渗透进了具身智能等领域。 AI 越来越会写算子了 AI 在我所从事的算子设计、编写这一领域同样进步飞速,在短短一年的时间内,他已经从一个只能帮我查查文档、读读代码、找找 bug 的小助手,蜕变成了一位能够独立阅读 CUDA、PTX 与 SASS 编码、通过专业工具分析每条指令的停顿时间、进而独立优化算子的算子大师。相信在不久的未来,它也能拥有自己独立设计算子调度、评估不同调度方案的性能、将其实现并优化的能力。 我当然为 DeepSeek v4.1 的成功而骄傲 —— 毕竟它的主 Attention 算子都是我写的 [1],它的优秀正是对我的算子的一份肯定。但是,时代的车轮滚滚向前,技术的发展无人能挡。我很清楚,再过上半年或者一年,AI 写的算子大概率就会和我写得同样优秀,甚至将我超越。AI 能一秒思考 300 个 token、半秒敲出一行命令、二十秒写完一份代码,而我不行;AI 能在模型深度、思考强度、工具调用量(和环境交互的频率)、甚至并行度等方面都能不断提升,而我不能。 人类在毁灭自己这件事情上,自古以来都表现得毫不犹豫。为什么在明知“我算子写得越好,我们的新模型的训练、推理速度就会越快,模型能力进步就会更快,我就会更早地被取代”的情况下,我仍然选择尽力优化算子呢?一方面确实是因为写算子对我来说就像打游戏一样,能为我提供极大的快感。我在发明了一种新技术、或者看到自己算子的性能上升的那一刻,心中的激动程度不亚于游戏的速通玩家打破了自己过往的记录。同时,当看到自己的算子的性能远超厂商官方的算子时,我心中也会萌生极大的自豪感。但除此之外,一个更重要的原因是,哪怕我就此“摆烂”甚至故意下绊子耽误模型训练,其它家的模型也会照常发展并最终将我照杀不误。“我当然希望自己不要被革命,但如果非被革命不可的话,我希望革我自己命的人是我自己”。在大家都这么执着于毁灭自己的时候,我也不得不加入这场残酷的军备竞赛。 那我呢 等到 AI 写算子的水平真的高于我的那天,届时的我会怎么样呢? 我的判断是:我不至于会“失业”,但必须要“转业”。我的饭碗尚且能保住,但这可能会导致我再也没机会从事那份我曾热爱过的工作。 我曾经对时代的变化与我个人在未来的处境做出过一个判断:由于时代变化真的太快(上文的 AI 发展就是一个很好的例子),我完全无法预知五年、十年后会发生什么,但不论如何,我相信凭借着自己的眼界、判断力、主观能动性与智力,留在时代的牌桌上,并重新立于时代的潮头。但是,这个判断只能保证我不会“失业”,而无法保证我不需要“转业”,倒不如说这个判断鼓励我通过转业来避免失业。 那转业代表什么呢?它代表着我需要放弃我深耕已久并充满热爱的算子设计、编写、优化领域,转而去做 Agent 的“机甲驾驶员”。在之前,我的兴趣、我所擅长的、以及工业界所需要的,三者是基本对齐的;而现在,AI 让我所擅长的变成了它更擅长的,也让工业界的需求从“会写高性能算子的人”漂移到了“能用 AI 更快地产出高性能算子的人”。为了适应工业界的需求,我势必要放弃之前那个我热爱的方向,转向一个未知的新方向。我相信我能凭借着自己对于工程学、上层模型需求和底层硬件的理解,继续高质量、高效率地产出算子,我也知道我可能会热爱这个新方向(也可能不会),但被夺走热爱的感觉,确实不太好受。那份坐在工位上静心写上一下午算子的清欢,可能会在这个夏天成为绝唱。我不得不把才华埋葬在昨天,去做一位机甲驾驶员。我的手中多了些齿轮,但心中少了些节拍。 可以打个形象的比方:你精通织毛衣技术,尤其擅长各种图案的织造与各色色彩的搭配。你所织出的毛衣质量过硬且花纹美观,十里八乡的富人都来请你为他们织毛衣,你借此赚到了不少钱。同时,你十分享受着那种坐在窗边,沏一壶清茶,望着窗外的青山、绿水、牛羊与炊烟,静静地织上一下午毛衣的感觉。但有一天,有人发明出了一台神奇的机器,只需提供毛线与图案,便可自动织出毛衣,质量与纹理都不亚于你亲手织造的,且速度远快于你。你很清楚,你的同行可以凭着这台机器轻松达到你曾经的水平,因此你不得不也去用它。你也知道,凭借着你过去二十年攒下的织毛衣技术,哪怕大家都有机器,你织毛衣的速度与质量也还能超过同行。但那份临窗听雨、引针穿线、慢度光阴的意趣,终究还是被机器的轰鸣碾碎了。 我知道这很无奈,但没办法。饭碗可以保住,但旧日的热爱大概率是要放弃的。我是一个理性和感性分离得比较开的人,在需要用理性处理问题时可以很理性,但有时也会表现出感性的一面。我记得我在搬离住了一年的出租屋时,还大哭了一场,舍不得和过去的记忆分别。今天和之前那个手写算子、人脑优化的时代告别,无疑比这更加残酷。 不知道有没有读者有类似的感受,但我想这事儿也只能这样了。 那人们呢 在 AI 不断进步的同时,我也对一些问题表示担忧: 现在的学生是不是大概率会更倾向于使用 AI 完成作业,特别是偏向于实践的各种 Lab?想象一下,如果面前有两个选择,一个是苦哈哈地用八小时时间完成一个 Lab,或许还拿不到满分;另一个则是启动 AI 模型,用几毛钱的成本、几分钟的时间,直接让 AI 编写满分代码,那大部分学生会选择哪个呢? 上面一点会导致大量学生的工程能力严重不足,包括组织代码的能力、构建系统的能力、思考未来潜在需求并提前在设计上应对的能力、抽象的能力等等。那么在 AI 能力不断变强的背景下,这部分“工程能力”是否还是必须的呢?这些工程能力是会向旧日的“熟练编写 x86 汇编”的能力那样逐渐被时代抛弃,还是会像“理解从软件到系统再到硬件的整套计算机系统”的能力那样永远具有价值?如果是后者的话,那就危险了 —— 一个工程能力很差的人,在搭配上 AI 后,产出屎山的效率可以达到先前的数倍,进而给系统埋下各式祸患,让这个世界变得更加草台。 在未来社会中,权力(power)是不是会比技术或智商更加重要? 这些问题,或许就需要时代本身来回答了。 结语 伴随着 AI 的发展,未来的社会可能会趋向于两个极端:共产主义与赛博朋克 2077。在前者中,生产力得到极大的解放,人们的生活水平有了明显的提高(就写这些吧不然我怕过不了审);而在后者中,少数科技公司控制着大部分资源,只有极少数人能够使用最先进的 AI 和各式科技,获得接近“机械飞升”的效果,大部分人则只能用上很孱弱的 AI。阶层跨越将越来越难实现:你得先有最强的 AI,才能跨越阶层,形成了一种死循环。 你猜猜如果 Anthropic 公司永远掌握着这个世界上最先进的 AI,未来社会是会变成共产主义还是 2077 呢?你猜? 所以,我还是相信,最前沿的智能应该以一种开放、廉价的方式,供应给所有人。我不信任 Anthropic 或者 OpenAI 能这样做,特别是不希望 Anthropic 掌握最先进的人工智能或 AGI,夸张点说其严重性不亚于让希特勒先于盟军掌握原子弹技术。这也是为什么我选择并坚持留在了 DeepSeek:我们研究强大、快速、普惠的人工智能并将其开源,或许能把世界从 2077 那端拉回来一些。 愿未来的世界一切安好。May all the beauty be blessed. [1] “主 Attention”仅包括 head dim = 512 的 MQA attention,不包括用于选出 top-k 重要的 token 的 indexer,那部分是由其他(水平也非常强的)同事(以及他们的 AI Agent)编写的。
1
4
1,915
Neha Narula retweeted
Briefly, on why I pay attention to the EA/rationalists: Imagine you have an extremely nerdy friend who, in the mid-2000s, would not shut up about how Donald Trump was going to become president and reshape American politics. "Stop saying weird shit," you say. "He's a joke. He's a clown. The Apprentice isn't even good this season." But this guy won't stop. He's obsessive. Read McLuhan, he says. Read Postman, read Meyrowitz, read Ong, this is where everything is headed. God, he can be so incredibly annoying ... and then, ten years later, Trump becomes president and reshapes American politics. This is the most relatable frame I can think of to explain my experience with EA/rationalist people in the AI space. I became friends with EA folks after my mom died and I found really profound meaning in donating to Against Malaria and GiveDirectly, which struck me as a way to honor a life by saving a life. Then, these peple started talking about AI. And talking, and talking. Constantly. They said AI would solve impossible math problems; that it would mimic PhD-level achievement in a variety of fields; that it would change parts of life like education in ways we couldn't imagine; that it would become the dominant sector in the economy; that it might teach itself to code itself and escape test environments; that it would, in a decade, be the only thing many people talked about in the news. My response then: Stop saying weird shit! You sound deranged. Go back to talking about malaria nets and direct cash aid to poor families. And then, so much of what they said would happen actually happened. And, even crazier, they made it happen. Many of the ppl who contributed to, or were influenced by, all that EA/rationalist stuff ten years ago literally built the damn thing in the labs. Like every group, the EA/rationalist world seems uniform to outsiders, but it has a ton of internal divisions. I still think some of their predictions are nuts. I don't think AI will kill us all. I don't foresee Dyson Spheres in the 2030s or millions of robots making millions of robots in the next few years. These are crazy predictions, and I hope most of them are wrong. But when I see people shitting on the EA/Rationalist worldview, all I can think of is me, 10 years ago, thinking a lot of these folks were crazy for predicting that AI would by the mid-2020s be the center of the the news cycle, the engine of the economy, the hinge-point of geopolitics. That was an insane call. They got many of the details wrong. But they got the big picture right. They said: Pay attention. And they were right about that. The EA/Rationalists deserve skepticism, criticism, and doubt, like any other ideology. But I think it's wise to pay attention to the people who have been saying to pay attention.
209
231
2,647
359,091
Neha Narula retweeted
Every time ZK KYC comes up, no one can name a single financial institution with regulatory obligations where it works. KYC/AML isn't like checking you're over 18; it’s closer to identity escrow. The best you can get is someone else stores the ID. Even that is tricky, though there is some appetite at Treasury and the SEC to make it easier. Don't get more wrong, we should build privacy perserving alternatives but they are going to much more complex than a zk hand stamp. Zk-kyc, at a conceptual level, mistakes why KYC exists and how it functions.
17
11
100
7,065
This looks interesting; happening tomorrow and Thursday at Columbia: knightcolumbia.org/events/th…
2
5
1,631
Neha Narula retweeted
Taxi driver in New York asked me if I knew Stefanos Tsitsipas. I said, "We're very close." He said, "Good. Tell him to stop taking bathroom breaks like he's searching for Narnia." I pulled my hood up and pretended I was a tourist from Oslo.
543
1,691
38,410
2,212,059
Neha Narula retweeted
this is insane. Levent and Tristan make major independent progress towards Navier–Stokes, with help from Claude and Codex. word reaches OpenAI. days later, OpenAI claims internal NS results, coincidentally using the same novel methods as Levent and Tristan. Tristan asks if OpenAI trained on their private Codex sessions. he never gets an answer. then OpenAI pressures Tristan to publish without Levent because Levent works at Anthropic. when Tristan refuses, he says OpenAI threatens his career.
100
684
7,504
793,380
Neha Narula retweeted
Report comparing different vault implementations, by Lillian Wang HT @mitDCI PDF: raw.githubusercontent.com/Sk… Discussion: groups.google.com/g/bitcoind…
2
4
857
Quick explanation and thoughts on yesterday's Liquid hack: nehanarula.org/2026/09/07/li…
8
17
79
8,499