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AlexCoventry

3,903 karma · joined February 18, 2012

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AlexCoventry··on Can the stockmarket swallow Anthropic, SpaceX and OpenAI?
The headwinds are way worse now, though. Oil is choked, war is brewing, and corruption is at an all-time high.
AlexCoventry··on Can the stockmarket swallow Anthropic, SpaceX and OpenAI?
> an AI company that produces virtual fetish porn and makes money renting GPUs to Anthropic

Whatever Anthropic is paying is too much, since it means xAI will get to observe Anthropic's software, weights and operations in detail. It's probably contractually prohibited from doing so, but I doubt that would stop Musk, given what's at stake.

AlexCoventry··on Can the stockmarket swallow Anthropic, SpaceX and OpenAI?
For what it's worth, I think anything selling energy or fertilizer which is not sourced from the Middle East is a pretty good bet right now. Depends on how the US/Iran conflict plays out, of course, but I'm not optimistic.
AlexCoventry··on Can the stockmarket swallow Anthropic, SpaceX and OpenAI?
A: This has not happened yet. B: Are you actually optimistic that it won't?

That's a request for an opinion, not an emotion.

AlexCoventry··on Codex just found a "workaround" of not having sudo on my PC
Run coding agents in a docker container with limited permissions. FWIW, I run it with

  --cap-drop=ALL
  --pids-limit=4096
  --runtime=runsc
AlexCoventry··on Various LLM Smells
I'd need to see some transcripts of his conversations with coding agents, to believe this.
AlexCoventry··on -​-dangerously-skip-reading-code
He was establishing the context of The current blog post. Very unlikely that he was doing it for Google juice.
AlexCoventry··on Google Declaring War on the Web
Isn't society #1 going to outcompeted #2?
AlexCoventry··on Google Declaring War on the Web
It's excellent for R&D.
AlexCoventry··on Elon Musk has lost his lawsuit against Sam Altman and OpenAI
From other comments, it came down to when Musk could reasonably be judged as aware of the injury.
AlexCoventry··on Anthropic acquires Stainless
They jumped into a contract with Hegseth, after Hegseth made it abundantly clear through his negotiations with Anthropic that any counterparty of his would have to assist with domestic mass surveillance and unsupervised lethal autonomous weapons, or face severe penalties.
AlexCoventry··on Anthropic acquires Stainless
> signs a deal with Elon!

Expect grok to improve dramatically as Musk reverse-engineers the Anthropic services running on his hardware.

AlexCoventry··on I believe there are entire companies right now under AI psychosis
Have you tried to talk him out of it, and have you considered blowing the whistle on him? He could kill people!
AlexCoventry··on The US is winning the AI race where it matters most: commercialization
It's potentially PR (it hit the front page of HN, and probably not organically) for Trump, Oracle or SAP, just from reading the first few paragraphs.
AlexCoventry··on The AI zombification of universities
Sounds like bitterness and resignation, to me.
AlexCoventry··on The AI Zombification of Universities
Right? It's exactly how we train AIs, after all. It's not like this is mysterious.
AlexCoventry··on The US is winning the AI race where it matters most: commercialization
https://paulgraham.com/submarine.html
AlexCoventry··on I let AI build a tool to help me figure out what was waking me up at night
I've been using them for decades without issue, FWIW.
AlexCoventry··on Mythos Finds a Curl Vulnerability
He describes in detail how curl is software-engineered to within an inch of its life. Do you really think most code is that highly polished?
AlexCoventry··on Software engineering may no longer be a lifetime career
You don't think AI is going to be able to understand things and apply their ability to formulate solutions better than you, in the near future?
AlexCoventry··on Show HN: TikTok but for scientific papers
Yeah, I have an allergic reaction to tiktok being mixed up in any serious intellectual pursuit. :-)
AlexCoventry··on Local AI needs to be the norm
Bandwidth is the killer, in distributed LLM training.
AlexCoventry··on AlphaEvolve: Gemini-powered coding agent scaling impact across fields
You only need to train a range of small models in order to establish a plausible scaling law, IMO.
AlexCoventry··on Higher usage limits for Claude and a compute deal with SpaceX
I don't think this is giving up. He's getting inside information on how Claude works, and a huge stream of Claude usage data. This will all inform future grok development, IMO.
AlexCoventry··on Higher usage limits for Claude and a compute deal with SpaceX
So now Elon Musk gets to read all of our Claude conversations?? :-(
AlexCoventry··on Ombudsman column: The Pentagon is trying to silence me
Yes, if this turns into a mass famine/deindustrialization, Americans are going to own it the way Germans owned the holocaust.
AlexCoventry··on U.S. war in Iran has cost $25B so far, says Pentagon official
I think people are more concerned about the massive deindustrialization and famines which could result from the Strait of Hormuz being chaotically strangled, not the hit to their pocket books at the gas pump
AlexCoventry··on An AI agent deleted our production database. The agent's confession is below
That's very unfortunate. How did it have access to the production DB in the first place?

I'm thinking twice about running Claude in an easily violated docker sandbox (weak restrictions because I want to use NVIDIA nsight with it.) At this stage, at least, I'd never give it explicit access to anything I cared about it destroying.

Even if someone gets them to reliably follow instructions, no one's figured out how to secure them against prompt injection, as far as I know.

AlexCoventry··on OpenAI releases GPT-5.5 and GPT-5.5 Pro in the API
> For instance, why not just use eminent domain if they don't care about contracts and want whatever they want?

They were threatening Anthropic with the Defense Production Act[1], which almost comes to the same thing as eminent domain, forcing the provision of goods and services instead of forcing relinquishment of property.

> Do you not believe that or believe it doesn't matter at all?

I don't think it matters at all. The Trump administration is full of scofflaw bullies. Their threats against Anthropic are actually relatively tame, compared to their bullying of Minnesota and the horrific human-rights violations they've committed against immigrants, despite multiple court orders trying to rein them in. Anyone doing business with them is either enthusiastically complying, has some kind of hold over them beyond law or contract, or is setting themselves up for harsh punishment.

> I also think the whole argument implies something about Anthropic's position that's not as clean in reality.

Anthropic software is embedded in military and intelligence services, and that takes time to wind down. My understanding is that it will take months.[2] So yeah, it's a messy, time-consuming divorce, but the origin of the conflict is actually very clear cut.

The NSA has two sides, defensive and offensive. Given Anthropic's approach to restricted release of Mythos, I assume they're releasing it to the defensive side. Anthropic has always taken the position that they're willing to help secure the US, they're just not willing help turn it into a tyranny. Apparently someone has convinced Trump and Hegseth that there's more at stake with Mythos than looking tough on a dissident company.

> Isn't it also a possibility that one company negotiated poorly and took a position of perceived moral authority that Trump et al threw a hissy fit over and over reacted to?

Not really. It's the Trump administration which has negotiated poorly, by capriciously pushing its counterparty around, trying to force it into illegal/immoral/dangerous activity.

> Trump even said they were "shaping up" recently.

He's also repeatedly said he has a workable deal with the Iranians. Do you trust his claims about any of his counterparties?

> And I think there are plenty of other far more plausible conclusions to draw from the events.

I'd be interested in your interpretation.

[1] https://www.axios.com/2026/02/24/anthropic-pentagon-claude-h... https://archive.ph/iQebR

[2] https://federalnewsnetwork.com/defense-news/2026/03/dod-conf...

AlexCoventry··on OpenAI releases GPT-5.5 and GPT-5.5 Pro in the API
The Trump administration's handling of Anthropic showed that regardless of what the contract or the law says or means, they will severely penalize any vendor who refuses their demands. And OpenAI stepped right into that relationship immediately after the administration showed that. So either they were signing up for a supply-chain risk designation and whatever other punishments the Trump administration dreams up, or they're complying.

If this sounds crazy to you, though, I'd like to know, and understand why. I miss ChatGPT/Codex.

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