investing/research @paradigm, technology, history, strategy games, boston sports. optimist

San Francisco, CA
Arjun Balaji retweeted
Long any speech and debater
Dwarkesh at 17 years old btw
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The real innovation isn’t EA, it’s the underlying Bayesian reasoning technology
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.
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Seeing @Teknium cook is the best way to grok how giga talented humans leverage AI
New blog post: We had a million lines of Python to clean up. On September 2nd @Teknium asked Hermes Agent to do it. 1,393 subagents and nineteen hours later, the codebase was 34.4% smaller, saving us nearly $2m in engineering hours. nousresearch.com/refactoring…
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Arjun Balaji retweeted
Are open-weight models good for American prosperity? We're hosting a Hamilton Society debate on that question, including participation from @deanwball and @karan4d! Saturday, September 19 in SF Space is limited; apply to attend here: luma.com/OpenWeightAI
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Arjun Balaji retweeted
Hermes Agent v0.21.0 is now out! - Bots Mode - Agent 2 Agent Comms - Persistent Multi-Gateway Connections - Subagent Steering - Expanded Connectors Access and a lot more! Check out the release notes below
Hermes Agent v0.21.0: The Pantheon Release Changelog below
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Arjun Balaji retweeted
GPU World: A story competition from Neal Stephenson, Gwern, and me. The AI future is unevenly distributed. What would the world look like with AI broadly diffused, such as if we had one GPU per person? 1000-5000 words, fiction or non-fiction. $100K in total prizes. gpuworld.org
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such a joy seeing my parents embrace new tech that scared them before @Tesla
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Arjun Balaji retweeted
paradigm is hosting a LAN party next Friday 8/28 in SF. 5v5 league, smash, halo and more. we have some spots open, DM your most impressive video game stat for an invite. glhf
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Arjun Balaji retweeted
Glad to have @alanapalmedo of Paradigm representing crypto, prediction markets, and AI on the CFTC Innovation Advisory Committee today in DC
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Arjun Balaji retweeted
Reintroducing Bot Mode for Hermes Agent. Bot Mode is an alternative to sessions , where you have one chat with each agent profile, or "bot". These bots can be given jobs, descriptions, profile pics, and communicate with your other bots - They maintain their own memory, skills, tools, and external connections as well!
Introducing Bot Mode for Hermes Desktop. Your agent profiles become a series of named Bots. Each Bot has its own role, model, memory, skills and profile picture; Bots can use any model and even communicate with each other. Build a specialist Bot once to use it forever.
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Arjun Balaji retweeted
Incredible to see Zipline’s momentum in building the autonomy layer of the skies. Uber + Zipline for 1m+ deliveries / day…
What if your dinner could fly over traffic instead of sitting in it? We are now scaling to provide Uber Eats more than 1 million autonomous deliveries a day. Uber is becoming an investor in Zipline. We’ve entered the scaling era for robotics and physical AI.
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Arjun Balaji retweeted
I’m excited to announce that I’m joining @Paradigm as an Investment and Research Partner. The half-life of our priors is shrinking. Multiple technological frontiers are advancing at once. AI is an undercurrent across many of them, changing what is technically and economically viable. As these frontiers interact, historical analogs become less useful as the range of plausible futures widens dramatically. Investing in this regime requires first-principles technical judgment - and the willingness to believe in futures that look nothing like the present. Paradigm pioneered this approach in crypto, a frontier where technical depth was essential and investing with conviction required imagining a system unlike anything that came before. I’m incredibly excited to work with @matthuang, @alanapalmedo, and the rest of the team to extend that approach across the broader technological frontier. paradigm.xyz/writing/joining…
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Arjun Balaji retweeted
How fast can you get AI to build itself? @justinwangx and I built a web game about that, based on real research into recursive self-improvement (RSI) You play a frontier lab investing in R&D, trying to build superintelligence Play RSI Simulator: paradigm.xyz/research/rsi/ga…
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Arjun Balaji retweeted
understanding progress on RSI is one of the most important things we can do to chart the future. @danrobinson and I made a game and explorer based on economic models of AI research, to make the inputs and constraints that define RSI more intuitive. paradigm.xyz/research/rsi/?v…
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Arjun Balaji retweeted
Announcing Centaur 2.0! Centaur is frontier, agentic infrastructure that you own. Centaur is like Claude Tag, but open source and on steroids. Centaur 2.0 can connect to everything you have access to, and can reason over it next to where you work, either in Slack, Discord, Teams or in your local Codex or Claude Code via an MCP. But context isn't useful if it can be accessed by anyone, so we rebuilt Centaur from the ground up for security. Centaur obviously doesn't have access to secrets because we're leveraging egress proxies. Centaur 2.0 takes that a step further enabling administrators to configure who can access what from where. This means that Centaur can have access to private information that you normally wouldn't feel comfortable giving it access to (e.g. DMs or sensitive channels and docs) but only expose it to authorized principals. It also means you can add Centaur to external channels and leverage it as a virtual colleague that doesn't live only in your Slack, for example, but also your Slack Connect channels! This is extremely powerful as we start moving to a world where agents cross organizational boundaries. Also in case anyone's wondering, yes we rewrote it in Rust! Centaur is now way way more stable at durably executing threads, and its workflow engine is now based on Absurd. We have been operating Centaur since January, officially launched and Open Sourced it in May, and now we're full speed towards making it the #1 open source agentic infrastructure. To succeed at that, I'm thrilled to welcome @mslipper to the @paradigm team who will be leading all our Applied AI work, while continuing to maintain and extend Iron Proxy as the leading secure secret access for agents. Welcome Matt, it's an honor after all these years of knowing you! Read the full blogpost below, and apply to join our team!
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Arjun Balaji retweeted
I’m excited to share that I’ve joined @paradigm as a Research Partner. I’ll continue working on research at the frontier, under the leadership of @matthuang and @alanapalmedo, and in collaboration with the rest of the team. paradigm.xyz/writing/joining…
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Arjun Balaji retweeted
Announcing the @Paradigm Frontiers 2026 speakers! Some of my favorite people on Crypto x AI x Robotics x Devtools. @rauchg / Vercel @LegNeato / VectorWare @fat / Pierre Computer Company @sqs / Amp @SurajNair_1 / Physical Intelligence @0xKitsune / Tempo @danrobinson / Paradigm+Tempo Oct 12-14 - Fort Mason, San Francisco Apply by Aug 20th below.
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Arjun Balaji retweeted
So much in the Herald Release of Hermes Agent - Voice Activated Chats (Replace your google home and alexas!) - Plugins and Kanban for the Desktop GUI App - Agent2Agent Protocol - Outbound Webhooks - Massive performance optimizations and token efficiency milestones reached - Buzz Integration - Nous Portal's 20% Discount on all models - Way more reliable local and open models - New office/productivity skills - Grounded research skill - Secrets lockdown with Ironproxy and like 500 other things. Check them all out!
Hermes Agent v0.20.0: The Herald Release Changelog below
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The CPG business David describes is Samsara (samsaranutrition.com), an Indian-inspired protein bar made by my brilliant wife @sravanti. It’s been AI-native since day one, from o3 helping develop recipes to Hermes Agent running ops today. The age of the autonomous SMB is here.
A couple I know just started a CPG company together, and they’re the only two employees because AI basically runs the whole thing. It’ll optimize Facebook ads, project the ROI, and proactively say things like “I think you should turn off the ads because you’re running low on inventory which means you’ll be out of stock if you keep running ads.” The AI also handles most of the customer service inquiries.
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