Why Netflix is betting on systems thinkers—not specialists—in the AI era | Elizabeth Stone (CPTO) - DownSub.com
Lenny\'s Podcast
Everyone can be everything now. PMs can
ship code, designers can write PRDs,
engineers can product, and there's this
confusion and frustration of what is my
job anymore.
>> Anytime a new technology comes along,
you go through a storming phase before
you go through the forming phase of
things. We are in the middle of that
right now. [music] I don't think that
means we should put AI back into the box
and say let's not use it.
>> If we all become builders, will we still
need separate functions?
>> I still see a craft excellence that's
really important that [music] I don't
think is going away anytime soon. I
still find great engineering to be
scarce, great data science to be scarce,
great creativity to be scarce.
>> If you look at the early culture deck of
Netflix, high agency, autonomy, paying
top of market, this is what I hear
constantly now from how the top AI labs
operate.
>> Netflix's culture has always been
excellence as an operating system. It's
a resistance [music] to do the thing
that a lot of bigger companies would do
and to feel comfortable in that
discomfort very often.
>> What are the ingredients to make this
happen?
>> Talent density is the non-negotiable,
being very comfortable with risk-taking
in cases where things are not going
well, not assume that process is going
to fix it.
>> What have you added to the career
ladders within this AI world?
>> more systems thinkers, people who can
look across all the business domains and
abstract that [music] to here's the
buil
Claude Just Revealed AI's Biggest Problem - DownSub.com
Two minute papers
For thousands of years, humans have
built tools to make hard things easier.
A hammer does not make you worse at
building, but is AI different? Because
AI helps your brain, not your hands. And
that raises an uncomfortable question.
What happens to the skills we outsource?
Is AI brain rot real? What should we do?
Well, I see a big difference in the
media headlines and actual real-world
studies. So, let's see an actual
experiment with a group of 52 junior
software engineers split into two
groups. One that used AI for coding and
one that didn't. I have two questions
here and the results on both kind of
surprised me. One, did AI make them
faster? Well, the AI group finished
their tasks a good 2 minutes, or about
8% faster. So, they had time to watch a
2-minute Papers episode, which is never
2 minutes. But then, wait a second, the
result is not statistically significant.
I'll downgrade this a bit. So, did AI
make people code faster? Maybe. Now,
second question, did the AI make them
dumber? Now, hold on to your papers,
fellow scholars, because the answer is
kind of yes. After having them take a
quiz, we get 50% for the AI people and
67%
for the no AI people. Woof, that is
almost a two-grade difference. Huge
difference. And this is statistically
significant. So, this one would be much
harder to dismiss as noise. I got to
say, this is a fairly large effect for
such a smaller study. So, where is the
largest gap? The AI group really
underperforms when exactly? Well, in
debugging. Yes, y
Anthropic Found Something That Shouldn't Exist - DownSub.com
Two minute papers
What would you see if your whole world
was made out of numbers? Yes, like in
the Matrix movie. A bat sees with sound.
A reindeer shifts its vision into
ultraviolet for the winter. But, an AI
system does not have eyes. All it sees
is a flood of numbers. So, how come it
can understand your questions? How can
it pass the bar exam? I mean, what is
going on here? You see, today's AI
systems are able to turn a bunch of
input tokens into geometry. Yes, it
quietly builds little curved shapes
inside. They denote areas, concepts, and
decision boundaries. And if we do this
at a really large scale, these systems
have properties that almost feel like
magic. Getting a gold medal performance
at the International Mathematical
Olympiad, no problem. Now, check this
out. Let's ask a simple question. Little
AI, if I add the word aluminum here,
does it fit the page or does it go over?
Well, this simple task is surprisingly
difficult for it. Why? Because the model
gets no character counts and no page
width. Yet, it still answers correctly.
Wait, what?
It does not have eyes, so how come it
can judge that? Even the input tokens it
gets do not come with character count
information. So, before it can count
characters, it has to learn to count by
itself. Then, figure out how wide the
page is and then subtract. Okay, okay.
Now, I hear you asking, "Carolyn, who
cares? Why does this problem matter?"
Well, it matters because of two things.
One, whenever we give an AI a task it
has seen or done before, it u
Why the AI’s honeymoon is ending (and tech workers are feeling it) | Noam Segal - DownSub.com
Lenny\'s Podcast
Bad news for the tech community.
>> Burnout at work is a major problem and
AI could add to this already overwhelmed
employee problem.
>> The honeymoon period with AI is over.
When people are asked, what what are you
afraid of? Losing my job to AI is
actually second to last. What we saw
rise up to the top is the expectation to
do more for the same pay. We did this
survey on how people are feeling in tech
right now. Burnout is [music] increasing
significantly. Optimism is declining.
It's never been crazier. When are we
going to get to the optimistic part of
this [laughter] uh of this episode? Half
of the people in tech are feeling
incredible. And the other half told us,
"My brain is rotting. My work feels
worse." Elon had this really interesting
way of describing it. We're definitely
living in a simulation if we're alive
right now when we're about to start
building data centers in space and AI is
going to be as smart as human. What does
this tell us we should be doing if we
can do anything? We're in the second
inning of a massive shift. No one knows
how it will end, but all you can do is
Today, my guest is Noam Seagull. Noam
and I go a long ways back. We worked
together at Airbnb for many years where
he was my research partner. Since then,
he went on to be a research leader at
Intercom, Twitter, Wealthfront, Meta,
Zapier, and Figma. Gnome is so amazing,
and over the past couple years, I've
been lucky to partner with him on a
bunch of research projects. The most
ambitious of whi
Watching America Run Away With AI - Alistair Pullen (Cosine AI) - DownSub.com
Machine Learning Street Talk
I was horrified as many were when Fable
suddenly um got banned.
>> We have obtained the mandate to build um
the UK's first sort of sovereign LLM.
>> How can you do in millions what they are
doing with billions?
>> There isn't a huge amount of room for
error or a huge amount of wiggle room.
It was not something that was on my
bingo card in January. Numbers like 10
trill being knocked around. We we we're
compressing most of the internet at that
point. It's
>> really funny. after Claude deletes your
production database, um it it'll say,
"Oh, you're right to point that out."
>> Agentic harnesses are getting less
important over time. A model can
probably do with bash only basically any
task these days. Also, thank you, Donald
Trump.
>> Yeah, I mean for the first time I feel
like a secondass citizen because they
are going faster than I am and I really
hate that
>> me that boils my blood more than anyone
else. Um and I we are going to do
everything we can to pull this off. We
have no choice but to make it happen.
Alistister, it's it's great to meet you,
mate. We are here in London where it's
customary to say hello, Giza.
>> Hello, Geyser.
>> So, where in London are we?
>> We are in Hawkton right now. So, we're
in Shortitch. Um, we're about half a
mile away from where Cosign started in
my apartment, which was in Hawkton
Square, just over there. Um, so we
haven't come very far, but we have
expanded a fair bit since then.
>> And what is Cosine?
>> Cosign is a frontier lab based here in
Minecraft Was Missing One Brilliant Idea - DownSub.com
Two minute papers
Imagine you could hold an entire planet
in your hands, a world with mountains
that never existed, coastlines
stretching past the horizon in every
direction forever. A solo scientist
invented something incredible here. One,
it is a truly infinite terrain
generator. This panel shows a region
that is roughly the size of a country
like Congo, millions of square miles of
land. And if you would zoom in to one of
these regions over and over, it just
keeps going and going. Amazing. Now,
many of the examples are shown within
Minecraft, but it can generate fully
continuous worlds depending on the game
engine being used. But it gets better.
Two, this generator also learns. More on
why that is amazing in a moment. Now,
wait, wait, wait. We already have
terrain generator programs, a ton of
them. So, is this really new? Well,
there are existing methods that build
terrain out of noise. These can generate
infinitely in every direction, but they
aren't that organic. They are a bit too
uniform, too repetitive. It just
generates new stuff with no plan for the
whole planet, no large-scale coherence.
So, these methods don't really learn.
This is the price of speed. Or, there
are AI-based methods. These can learn.
Yes, you can feed them the statistical
distribution of real terrain from Earth
and have it generate something similar
without copying. Ooh,
that is amazing. But unfortunately, they
are quite inefficient. Why? Well,
because every newly generated area
depends on every other area in the
wor
DeepSeek's Absolutely Insane AI Speed Hack - DownSub.com
Two minute papers
What if an AI could see into its own
future? Not perfectly, no,
just a little. DeepSeek did something
absolutely amazing in their new research
work. You see, when you ask an AI how to
rewrite a difficult email, it answers
you one word or one token at a time.
That can get pretty slow. So, why not
put out multiple words, like a whole
sentence, at the same time? That would
be much faster. And that would be a
game-changer because it would boost many
slow AI systems into usability, maybe
one right on your phone in your pocket.
Well, yes, except that it doesn't work.
A big, smart AI is like a senior editor,
brilliant but expensive. If you ask it
to write five words one by one, it still
has to think five times, slow,
expensive. So, what do you do instead?
The solution is unexpectedly brilliant.
What is that? Well, you hire a junior
writer. The junior writer writes the
next few words quickly. Of course, these
words are not always accurate. So, you
ask the senior editor to verify them. It
looks and says, "Yes, yes, yes, no, no."
And everything after the first no is
thrown away. If the junior writer
guessed well, we get our five words for
cheap quickly. Hooray! We call this
speculative decoding. But, not so fast.
There is a problem. The writer is not
that experienced. It messes up. For
instance, it forgets things, it starts a
phrase and finishes another. And I don't
want this little writer to get fired.
So, here is DeepSeek's incredible new
work called DeepSpark with three new
tricks t
They Said This Will Never Run In Real Time - DownSub.com
Two minute papers
Today, we are going to create crazy
virtual worlds where we simulate
squishy things. Yes,
things that deform. This new method is
incredibly impressive. It can do
absolutely wonderful things. Elastic
barbarian ships and rods, really squishy
letters, super detailed cloth wrinkles,
and then
whatever the heck this is. Now, that's
really tough, but I'll try to summarize
30 years of research for you. Here it
goes.
We have fast simulations that are wrong,
or we have accurate ones that are
painfully slow.
Why? Well, the input is a bunch of
shapes and forces that act upon them,
and the output is the new positions of
every tiny point that describes these
objects. This is a really tough problem
because these things are squishy. So,
every tiny point affects every other
point, and there are millions of them.
So, one small mistake can spread
everywhere and break the whole
simulation. Okay, so what can this new
technique do? Well, imagine a tree that
you really don't like, and you hope to
never see it again. So, what does a
computer graphics researcher do? Well,
of course, throw jack-o'-lanterns at it
until there are enough so we never see
it again. Can we do that? Let's see.
Oh, yes. Kind of crazy. So, what is
going on here? Dear fellow scholars,
this is Two Minute Papers with Dr.
Karoly Zsolnai-Feher. So, previous
techniques had a problem with scenes
like this. You see, they split the
problem into small pieces and solve them
separately. But, the problem is that
those pieces ignore each ot
ARC-AGI-3 winning team - Millennia of minds, compressed into words. - DownSub.com
Machine Learning Street Talk
But we have the benefit of millions of
years of evolution, right? And so it's
almost a bit unfair that we're expecting
AI algorithms to be able to do all of
that.
>> Exactly.
>> I think it boils down to one of the big
open questions in the field like is
language critical to intelligence.
>> I will say let's say at least when I'm
playing the games myself and I think
that goes for all of us. I'm using
language.
>> So my name is Jon Kotar. Uh, I have a
background in physics and mathematics
and I've been working in the industry
for about 15 years with the last 5 years
specializing more towards AI. It was
immediate to him what the goal was. He
recognized the pattern and I showed him
the game. Within 3 seconds, he finished
the first level. Often the agents start
thinking that reducing the energy bar to
the minimum is the goal or that stepping
10 times in a region is the goal, which
for a human is kind of clear that that
it's not the actual goal. Uh, my name is
Stephano. Um, I study computer science,
machine learning. I did some research in
reinforcement learning at EPFL.
>> I guess the million-dollar question
though is, do you think it's possible in
principle to do really well on RKI3 and
be no closer to AGI?
>> Uh, yes, I do think it is possible.
>> I don't know. I guess the main idea is a
bunch of uh bright people in the room
and do good research together. The
transformers can't plan but they they
can do a very good job of pretending
essentially that is in a sense
indistinguishab
AI Just Entered A New Era - DownSub.com
Two minute papers
The US government essentially banned the
use of fable anthropics frontier level
AI system. And if this kind of
capability is locked away from us, even
from some of its own creators, we have
to ask if any other AI model reaches
that capability, will that get the
banhammer too? So far, the answer seems
to be yes. And even if it comes back for
us, it might, but with an identity and a
nationality verification system. So, is
this the last time we laid our hands on
a Frontier AI system? Well, I think I
have an answer. I hope. You see, there
are free and openweight AI models out
there that we can download and run
forever. Yes, something you can actually
own. I know it sounds weird. Now, these
open systems are typically behind what
these trillion dollar companies can
offer. It has been like this for a while
now. But then a system called GLM 5.2
appeared. The headlines say this is a
fable level system. Some benchmarks say
it matches some Frontier models. As
always, it depends. During my internal
testing, I was very surprised myself. In
most of my usage, it leaves all other
open systems in the dust. It is insanely
good. A huge jump forward. Now, for me,
let's be measured here. It did not match
the Frontier systems, but it came so
close, way better than their 5.1 system
in general knowledge, coding, math,
fixing things in the terminal, you name
it. And this is just a minor version
number jump from 5.1.
This in less than 3 months. That is
insane. How on earth did they do that?
Dear fello
The Thermodynamic AI Chip · Thomas Ahle - DownSub.com
Machine Learning Street Talk
Yeah. So, why not try and build a chip
that's just inherently random?
>> Meet Thomas Alley. I caught up with him
in Zurich, and he's one of these rare
galaxy brain people who's comfortable in
probabilistic machine learning, formal
verification, and chip design.
However, there's a small problem. When
the token god hands you something that
looks like it works, how do you know
it's actually right? So my background is
in theoretical computer science. I used
to do algorithms for highdimensional
data locality sensitive hashing. Then I
moved to normal computing to develop
thermal computing uh also to speed up
bashian intelligence. Sometimes I think
about it as the lovable for chip design.
So we take it all the way from your
intent uh through the design through
optimizing your design to formalizing
and verifying your design uh all the way
to tape out. Now I didn't fully
appreciate this before. These days a
chip doesn't necessarily start in a
factory. It can start as code. So
engineers design the whole circuit in a
language called verilog almost written
like software. And only much later does
any of it become physical silicon. But
first that code has to be simulated and
formally verified. It has to be proven
correct. Because once a chip is
fabricated, if there are any bugs,
you're in big trouble. So, a few months
ago, Thomas blogged about building a
Verarilog simulator using a swarm of AI
agents collaborating with each other,
and it generated over half a million
lines of code in 43 da
He won a Nobel here for AlphaFold. Then he left. - John Jumper - DownSub.com
Machine Learning Street Talk
I don't really love the bitter lesson as
people try and apply it. In fact,
AlphaFold 2 is the opposite of that.
>> Protein folding is one of these holy
grail type problems in biology.
>> We predict nature level science with the
press of a button in a very narrow
category of nature level science of the
structure of a specific protein.
>> John Jumper led the team behind
AlphaFold, the system that predicted 200
million protein structures.
In 2024, he won the Nobel Prize for
chemistry. And now, Jumper is leaving
DeepMind.
But what did AlphaFold solve?
What remains unsolved? And could
AlphaFold be the template for AI for
science?
>> We are not
trying to
tell you everything. We are not a model
of the entire cell. You try it, you
measure. Nine times out of 10, you find
out you're wrong, right? If you're wrong
nine times out of 10, you're a very
successful machine learner. You're
incredibly productive.
>> So, for half a century, structural
biology had a massive bottleneck. DNA
was easy to read, but protein structures
were not.
A protein structure begins as a chain of
amino acids. And then, often with help
from the cell, they settle into a
three-dimensional shape. And that shape
determines what it binds, what chemistry
it catalyzes, where it sits in the cell,
and whether it even works at all.
But from a machine learning perspective,
if you only have the sequence, can you
predict the fold? Can you predict the
structure?
>> We've discovered more about the world
than any other civilizati
DeepSeek Just Solved AI's Billion Dollar Problem - DownSub.com
Two minute papers
Scientists at Deep Seek have invented
something amazing and exactly at the
right time when we need it most. You
see, we are entering the age of AI. But,
I am really surprised. I just found out
that the way these AI systems run on our
computers is incredibly inefficient. So,
if you want your AI assistant to answer
quicker, you need more compute power,
clear as day. But, you may find that as
you add more compute, it does not get
faster. But, how can that be? You know,
it's kind of shocking given that
companies are paying billions and
billions of dollars for more compute to
run these AI systems. How is this
possible? Imagine reading a book and now
imagine that every time you turn the
page, you forget about the characters.
That's not a great way to read books,
right? Here is what happens in practice.
Assume we have a huge brain the size of
a mountain and we want to talk about a
book. If the book is one page, we just
memorize that one page and just talk
about it, quick and easy. Now, imagine
that the book grows. It is now huge and
since we forget about everything the
moment we turn the page, ouch. If we
want to talk about it, we have to reread
it all the time. So, our brain is huge
and hungry, but there is a problem.
Information is coming in through a
straw. So then, we spend most of our
time not thinking, but reading slowly.
And that is exactly what the graphics
cards of today are doing when you run an
agentic AI system on hard problems. All
those billions of dollars sitting at 4
Scientists Found A Better Language For AI Agents - DownSub.com
Two minute papers
The number of AI agents on the internet
is increasing at such an insane rate. I
don't think I've seen anything like
this. This is crazy. And this is an area
that is quite new, and the technology is
still pretty rough. Improving rapidly,
but pretty rough. And the promise of
agents is incredible. It would book the
cheapest plane ticket for you, or run 24
hours a day to manage your schedule,
submit insurance claims, continuously
scan a codebase for vulnerabilities and
patch it. Well, this is the good, but at
the same time, you get so many news
headlines about spam, security issues,
and system breakdowns. And it gets even
tougher when you have not one agent, but
multiple agents. Imagine two agents
organizing a holiday for you. The flight
agent hallucinates a cheaper airport 400
miles away from your real destination.
Then, the hotel agent says, "Let's book
something super cheap nearby." Well,
super cheap is often non-refundable. And
now, congratulations.
You now have a non-refundable room you
will never see.
And so many of these problems come from
the fact that agent coordination is
super difficult. Now, check out what
this paper says we should do. Here is a
math problem. First agent writes a plan.
The next one critiques it, and the third
one solves the problem. And at this
point, I said, "Okay.
I see nothing interesting here. This is
what everyone does with agents." Yes,
but here's the key. Most agents
communicate a bit like we do, in words.
Wait a second. Why should we do that?
They Looked Inside Claude’s AI's Mind. It Got Weird - DownSub.com
Two minute papers
AI systems today are really powerful and
can do a lot. No question about that.
But, how do they really work? We have so
many questions. Do they think like
humans? How do they beat the best human
chess player? How do they beat the world
champion video game players? And how is
it possible that an AI chooses to not
play the game, but just collapse and can
trick the brain of another AI to
malfunction? Why does Claude think about
blackmailing people? I mean, who what is
going on here? If you look at the
activations inside an AI system like
Claude, you see a bunch of gibberish,
millions of numbers. Researchers tried
to make sense of it for years and years
now, but the results were very thin and
situational. We now see that it
understands that if you look at an image
and you have floppy ears, a black snout,
and so on, then it might be a dog, a
good boy. But, we asked a bunch of
questions and still no answers to those.
But, now Anthropic has excellent new
research with new insights on this. This
is when Anthropic is at its best, in my
opinion. I love seeing it. Here's the
idea. Take this bunch of numbers that
the AI thinks about and ask another AI
to translate it into text. Translate
from machine to human. And it did
something. Okay, but these systems often
make stuff up. So, how do we know if
this is a good translation? We don't.
So, what do we do here? Try it
separately with a bunch of different
models and see if they translated the
same way. Is that a good idea? Mm, not
quite. Ima