Ben Livshits @convoluted_code
A technology executive, Computer scientist, Professor. A decade at Microsoft Research, executive roles at Brave, ZKSync, Eclipse. Worldwide Joined April 2015-
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Major updates coming to Brave!.. See the thread👇 for details
Today we published BAT Roadmap 4.0, outlining our future plans for Brave Rewards. We're planning major changes to help users and creators earn and transact more easily. Here are some of the highlights of our plans...
Wtf this is INSANE. This is the first open source model from a US lab that codes at frontier levels. The open source frontier no longer exclusively belongs to China. The US is officially in the OS model race!
Aloha! 🌺 Meet Ornith-1.0, a family of open-source LLMs specialized for agentic coding. Ornith-1.0 spans the full parameter sizes including 9B Dense, 31B Dense, 35B MoE, and 397B MoE. It achieves state-of-the-art performance among open-source models of comparable size on
1 - So GLM 5.2 is 700b parameters (ish) 2 - 4x DGX Sparks can supposedly handle up to 700b parameters (give or take) 3 - GLM 5.2 is supposedly in striking distance of the performance of GPT 5.5 and Opus 4.8. In my brief tests, it's really not shabby at all. 4 - So for $20k, you can get near the frontier on your table. 5 - Extrapolate the trend, and you could have mythos/5.5 pro - class models in your dining room for the cost of a cheap car less than five years from now. Even without extrapolation, we're already the near frontier running locally. 6 - Paying real api costs, I could easily blow through $3,000 per month coding and running agents. The machine pays for itself in 6-7 months conservatively. 7 - In 3-5 years, most power users of AI will self-host. 8 - Am I missing something?
1. ZK is the only way to truly scale blockchains 2. Formal verification is needed but won't be enough to avoid security bugs 3. Ethereum needs to use multiple provers/verifiers. It can't depend on only one
Aztec Private Rollup Bridge exploit root-cause: the ZK circuit does not constrain its internal root witness to equal the public root validated on-chain by the contract.
This is cool--Karpathy's autoresearch idea applied to a real load-bearing problem: minimizing the size of a quantum circuit breaking DL over secp256k1. Recall that the smallest quantum circuit currently known (from a group of researchers from Google and more) was not released publicly, and the authors only proved knowledge of a quantum circuit via zk. This is basically completely the opposite: the smallest quantum circuit will be publicly available, and anyone or any agent/AI in the world can contribute to it! How the lower bound develops for the next few weeks will be very interesting to watch. My bet is on the move to post-quantum cryptography moving to an even more accelerated timeline due to this project.
I beat one of the best published quantum circuits for breaking Bitcoin. And I have no formal training in quantum cryptography. Using just AI agents, I improved it by ~2x. But I haven’t beat Google’s best classified circuit yet. So, today I'm launching ecdsa(dot)fail -- an open
So what is the minimal amount of human supervision needed for surpass agreed-upon quality gates?
@clirocks @jarredsumner We don’t have to wait for the law or expect unserious people to suddenly behave seriously just because there might be litigation. You can’t change the physics of obvious outcomes from shipping unmitigated slop. It’ll resolve itself because slop products will be evidently worse.
I agree with a lot here but I think the infrastructure vs. business point is overdone — it’s possible to find the right middle ground as has been done elsewhere for decades
I've been an Ethereum supporter since the early days and I still believe it's one of the most important pieces of infrastructure in crypto. The tech is great, my conviction hasn't changed in that respect. But watching 9 senior researchers and key operators leave the Ethereum
So Jane Street is going public because obviously they see the future where the model labs compete directly with them in the market. The strategic decision is therefore to become a a specialized infrastructure harness for a future frontier model. Tellingly they point out that the latency constraints mean there is no time for inference at the GPU layer, or agentic tool use at the CPU layer, only reflexive heuristics at the FPGA layer. @yminsky is trying to fend off future model lab competition by making Jane Street indispensable to a future AGI. interesting strategy
Beautiful piece on investing in the AI trade x.com/ramahluwalia/s… tl;dr - AI investing or sector as a whole is now operating the power law game ie one or two players own a LOT, and rest go to zero (expensive science projects with a pitch deck, unicorn valuation (for now), and zero revenues. Meanwhile Anthropic kills it and owns everything - AI isn’t flattening the economy (equal access or upside), rather steppening it (winners takes all) - average isn’t safe. If you’re thinking you can spread your capital and win, you’re in for a violent surprise. Pick the winners, cut the losers and do it now Wonderful read, worth your time folks
FEAST OR FAMINE We have a K Shaped economy already. AI is a knife that accelerates that. @GavinSBaker makes a great point. Anthropic has added tens of billions of ARR in a matter of months. That scale that took elite software companies like $SNOW, $PLTR, and Databricks ten
Worth reading
I think Ethereum’s original sin was not considering tokenomics with every move it made from Dencun on. The ultrasound money thesis was a good one and with Dencun (or the L2 roadmap generally) they should have stopped to say that this was going to hurt the ultrasound money thesis
Try to build as much code as possible over the next few months. The prices you are seeing now for AI will probably not last too long.
🦔Microsoft canceled its internal Claude Code licenses this week after token-based billing made the cost untenable, even for a company with effectively infinite cloud resources. Uber's CTO sent an internal memo warning the company burned through its entire 2026 AI budget in just
While many runtime enforcement startups are emerging, it remains to be seen which combination of techniques will gain long-term traction.
I suggested constrained decoding, but there are some attractive options, where code is generated directly in Lean or a combination of Lean and Rust is generated side-by-side.
A while back, I argued that we must move beyond post-hoc vulnerability discovery. With agentic AI making automated exploitation a reality, proactive defense is no longer optional. 🧵 arxiv.org/abs/2602.08422
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