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Top pick: Satya Nadella, "Models as Insider Risks in the Super Intelligence Era"
Microsoft's CEO published this essay on X. It argues that because we can't trace model behavior the way we trace code, we "need to separate the supply of intelligence from the authority over it" . The essay proposes treating closed and open-weight models as insider risks, "Not because they are necessarily malicious," but because any capable actor can make mistakes or be compromised . It lists principles including model diversity, tamper-proof logging, independent controls and audits, and containment. It closes with: "The most trustworthy Super Intelligence system will not be the one with the model we trust most. It will be the one that enables us to trust the model the least" .
Four people endorsed it, each for a different reason:
- Chamath Palihapitiya called it "very important observations." His takeaway: as models commoditize, "intent, verification and evidence" will decide how fast AI spreads through enterprises. He thinks a new system of record may emerge to map changes back to SOPs, policies and laws .
- Aaron Levie called it a "Good post" for thinking about enterprise safety. In his words, AI will need its own "zero trust" era like the one security went through, which is "a huge opportunity right now for those building such systems" .
- David Sacks wrote "Satya is right." He uses the essay to contrast engineering controls with Anthropic-style "alignment," arguing that models should be treated as "insider risks, not moral patients" .
- Elon Musk: "Interesting piece from CEO of Microsoft" .
Tobi Lütke: Patrick Collison's thread on agents in the economy
The last brief covered Matt Mullenweg's reply to this thread. This time Lütke called it a "Great read from Patrick, as always." He singled out one line, "Personal agents will, I think, act as a kind of structural subsidy for product quality," and added "Yes, and well put" . Collison's argument is that if agents research every purchase, improving the product becomes a more effective strategy than winning on distribution . Thread
Patrick Collison: Grossman's Life and Fate over The Brothers Karamazov
In a long post, Collison admits he "did not love" Dostoyevsky's Karamazov . He offers Vasily Grossman's Life and Fate as "maybe a useful counterpoint," because it "shows actual people confronting great wickedness" while the Karamazovs are "never tested" . In his reading, Grossman rejects any providential resolution and argues "humanistically, that we should be kind just because" .
Aaron Levie: Prime Intellect's agent-swarm post
Levie shared Prime Intellect's post with "If you want to know where all the tokens will get consumed in the future, here it is." His reasoning is that agents can parallelize work in ways human teams can't, "This is why we're going to need 1,000X more compute" .
Shorter mentions
- Sarah Guo promoted the new No Priors episode (her own podcast) with Reflection AI cofounder Misha Laskin. It covers China, safety, open-model business models, distillation and shipping frontier AI. Her pull quote: "Competitive tension is just good" . YouTube
- Elon Musk endorsed a16z's chart post, which argues "There are no low electricity, rich countries" . He added that electricity production is "the best metric for the true strength of any large-scale economy imo" .
- Jason Lemkin promoted SaaStr's own piece with Atlassian's Head of AI, with the takeaway "Juniors beat mids now" .
- Balaji Srinivasan, speaking with Vitalik at the Network State Conference, said he likes Gilbert Strang's linear algebra for people starting out. He then asked Vitalik which references he recommends for going "back to basics on cryptography, number theory." Vitalik answered that talking to an AI bot has been an effective way to learn . Watch
Balaji praised the quote attributed in the transcript to “Calvin Kulage”—“the business of America’s business”—but argued that the United States is now in a decline phase rather than the earlier ascent phase when it became a superpower. (video)
Balaji suggested revisiting The Social Network (2010), saying its striking omission of politics stands out; he used that contrast to illustrate how important social media later became to political power. Conference video.
Balaji names Gilbert Strang’s linear algebra as a reference he likes for people starting out in linear algebra, then asks Vitalik which references he learned from or finds useful (video).
Chamath Palihapitiya endorsed Satya Nadella’s article “Models as Insider Risks in the Super Intelligence Era”, calling its observations “very important.” Chamath highlighted that intent, verification, and evidence will gate enterprise adoption as models and harnesses commoditize; he also emphasized separating execution from governance, measurement, and sign-off, potentially through a system of record mapping changes to SOPs, policies, and laws.
Patrick Collison gives Grossman’s Life and Fate a qualified endorsement as “maybe a useful counterpoint” to Dostoyevsky’s The Brothers Karamazov: it depicts people confronting actual atrocities, and argues for ordinary human kindness without a providential resolution. Collison contrasts this with Karamazov’s characters, whose suffering he sees as largely untested and spiritual. Post
Chamath affirmed a Fireside Alpha video excerpt with “True,” endorsing its argument that decompiled, open-source Adobe products and headless, agent-connected services make software IP irrelevant; he called this the week’s most important AI development.
David Sacks endorsed Satya Nadella’s article, “Models as Insider Risks in the Super Intelligence Era”, agreeing that AI safety should come from engineering controls rather than granting models moral agency and independent authority. He highlights separating intelligence from authority and surrounding models with deterministic controls, observability, privilege limits, logging, and containment; he argues the safest system is one that lets people trust the model least.
Paul Graham presents a skeletonized Audemars Piguet 14232 as “a great way to understand how movements work,” explaining the barrel and mainspring as the “muscle” and the balance wheel as the “brain” that keeps time. Post
Chamath praised @sarithaforny's debate against Letitia James as a “strong debut” and “impressive,” adding that she “mopped the floor with her”; he linked to her post.
David Sacks resurfaced his own X essay, “WHY ZELENSKY CANNOT MAKE PEACE”, while reiterating that Zelensky is incapable of making peace and Ukrainian elections are overdue. The essay argues that Zelensky’s political survival, postwar scrutiny, fear of ultranationalists, belief in victory, and concern about how history will judge him deter him from accepting a deal; it urges Western supporters to press for a diplomatic off-ramp.
Investor Matt Ocko praised Bloomberg’s reporting by Natasha Mascarenhas (@nmasc_) and @RebeccaTorrenc5 as “Great reporting,” linking to the article on Andreessen Horowitz backing Jev’s maker at a $7.5B valuation. Jason Lemkin quote-posted Ocko’s post and commented that Jev had risen from $200M to $7.5B in less than a month, citing its adoption and saying he added it to the forthcoming SaaStr Connect app on release day.
Sarah Guo promoted a new No Priors episode with Reflection AI cofounder Misha Laskin, covering China, safety, AI market structure, open-model business models, reasoning efficiency, distillation, and what it takes to ship frontier AI; she highlighted the takeaway, “Competitive tension is just good.” Listen on YouTube or wherever you get podcasts.
Tobi Lutke (@tobi) recommends Patrick (@patrickc)’s post mulling over agents in the economy, calling it a “Great read” and agreeing that personal agents could act as “a kind of structural subsidy for product quality.” Read Patrick’s post.
Elon Musk called a piece from Microsoft CEO Satya Nadella “interesting”; the linked Nadella post points to his article, “Models as Insider Risks in the Super Intelligence Era.” Musk gave no further reason or takeaway.
Garry Tan recommends his own gbrain-evals GitHub repository as a useful resource for retrieval/latency-data work; it has 40+ categories that can be auto-researched and auto-improved. He says clear evaluations of retrieval, latency, and compute cost are useful.
Jason Lemkin highlighted the article “Atlassian's Head of AI: We Bolted AI Onto 20+ Apps, Almost Didn't Ship Chat, and Flipped Our Hiring Toward Juniors,” linking to it on SaaStr . His takeaway was “Juniors beat mids now” .
Jason Lemkin points readers to SaaStr’s AI agents page for more on its agents and invites them to get a free AI Sales Agents guide .
Elon Musk endorsed the linked a16z post featuring an “Energy capacity = economic capacity” chart, saying electricity production is “the best metric for the true strength of any large-scale economy”; the post argues there are no low-electricity rich countries.
Aaron Levie points readers to Prime Intellect’s post as an illustration of where future token consumption will come from, saying agent swarms could affect enterprise domains and parallelize large or initially unknown search spaces beyond what human teams can manage. The post, which includes a video, reports that Prime Agent used more than 2,000 agents over two weeks to rewrite itself in Rust; it says the agent now reaches usable input about 13 times faster and uses 83% less startup memory.
Jason Lemkin (@jasonlk) promoted a free guide to AI Sales Agents (link); the guide’s creator and a reason for recommending it were not stated. His post also linked to more information on “all our AI agents.”
Brothers Karamazov was Einstein’s favorite novel, a verdict he shared with Freud, Hillary Clinton, and Murakami. Dostoyevsky was Pope Francis’s favorite author. Indeed, he approvingly quoted Elder Zosima; perhaps an interesting case of art molding life. At the risk of betraying my relative shallowness and inferiority, I confess that I did not love it.
Written in the shadow of the death of Dostoyevsky’s son (also Alyosha), and, more broadly, after a life of repeated tragedy, Karamazov attempts most of all to address the problem of evil in Christianity. Ivan presents a trenchant argument, asking how the suffering of children may possibly be explained given the existence of a supposedly benevolent God (Dostoyevsky collected real court cases for Ivan), culminating in Ivan’s famous return of the ticket.
The book gives some sense for how dislocating the nineteenth century must have been. The ascendant authority of science, the spread of materialist philosophy, the doctrine of evolution, the aftermath of the French revolution and its supposedly enlightened empiricism: in Karamazov, we get the feeling that finding some kind of consilience wasn’t just an abstract philosophical challenge, but a source of intense spiritual torment. If inherited tradition is no longer an adequate basis for faith, why would we rationally cleave to an apparently irrational theology? All of this was in the air: it was only two years later that Nietzsche declared God to be dead.
Perhaps demonstrating the utility of the novel as a medium, Dostoyevsky does not even attempt to solve the problem, but merely to illustrate a response, showing how individuals (Alyosha, Elder Zosima) may in the face of the inherent injustice present in the world nonetheless pursue lives of benevolence and charity: theodicy-by-example. In so doing, Dostoyevsky tacitly concedes that none of the teetering justifications expounded over the centuries can actually survive critical pressure and be defended through pure logic.
Ultimately, though, I don’t find myself being fully compelled by Dostoyevsky’s characterization of the problem or his proposed solution. As another sprawling confrontation with and attempt to reconcile the problem of evil, Grossman’s Life and Fate is maybe a useful counterpoint. Unlike Karamazov, Life and Fate shows actual people confronting great wickedness. Ikonnikov, a small but important figure, is ordered to help in the construction of a gas chamber. He refuses, with full awareness of the consequences that will ensue. The Karamazovs, by contrast, live middle class lives unvisited by greater events. Ivan has money, education, and leisure; his torment is the invention of his own mind and thus a kind of self-indulgence. Even Alyosha, the novel’s most sympathetic character, is never tested. His crisis is spiritual: there is a slightly comic kerfuffle about Zosima’s noisome corpse, which challenges his faith, but no circumstance requires him to stake his life or even his comfort.
Thus, a fundamental issue with Karamazov is that the problems of the book are on some level fake: they’re the self-inflicted derangements of febrile and dysregulated men. How much can or should we learn from the insane?
To be charitable to Dostoyevsky, we might say that he understood the spiritual dislocation of the era that later gives rise to the larger evils of totalitarianism in the twentieth, even prefiguring them in the Grand Inquisitor. (Dostoyevsky explored this theme in greater detail a few years earlier in Demons.) Camus in 1959: “The real nineteenth century prophet was Dostoevsky, not Karl Marx.” In this interpretation, the problems in Karamazov set the stage for those in Life and Fate.
Maybe. At least as a work of art, I’m not sure that this anticipation is enough to make the book stand on its own. In Karamazov, one continually wonders why the brothers don’t just pull it together. Dostoyevsky seems to transpose his own inner depths and spiritual torment onto his characters, but most people are not tortured writers, and it does not feel that the unhingedness of the characters is ever fully earned.
In attempting to address evil, Grossman’s conclusion is ostensibly similar to Dostoyevsky’s: the only resolution lies in senseless kindness. For Dostoyevsky, this message is embodied in Alyosha, who represents a kind of fervent innocence. For me, however, it’s not clear that Alyosha ever fathoms the realities and extremities of evil, and hence he’s not fully persuasive: does he even reckon with the misdeeds of his brothers?
Grossman is willing to engage head on. Far beyond gruesome newspaper anecdotes or neurotic and volatile siblings, Ikonnikov directly experiences the Holodomor in Ukraine and then the murders of the Jews. He has no patience for the kind of revolutionary ideas that animated Ivan’s contemporaries: “whenever we see [the dawn of an eternal good], the blood of old people and children is always shed.”
Alyosha believes in the Church and is willing to set aside its failures to address suffering. The book closes on his declaration that all shall rise again. That is, Alyosha does not accept the tragedy of Ilyusha, an innocent boy’s death, but rather seeks to deny and escape it. “We shall see each other and shall tell each other with joy and gladness all that has happened.”
Life and Fate flatly rejects providential resolution. The heavens may be empty, and there is no greater meaning in evil. We can simply choose (freedom the other great theme of Life and Fate) to pursue acts of charity, generosity, and comfort:
“Yes, as well as this terrible Good with a capital ‘G’, there is everyday human kindness. The kindness of an old woman carrying a piece of bread to a prisoner, the kindness of a soldier allowing a wounded enemy to drink from his water-flask, the kindness of youth towards age, the kindness of a peasant hiding an old Jew in his loft. The kindness of a prison guard who risks his own liberty to pass on letters written by a prisoner not to his ideological comrades, but to his wife and mother.”
These acts don’t ennoble the suffering but are instead justified on their own terms. Such altruism cannot become a catechism, as clearly lies in Alyosha’s destiny (and Karamazov was planned before Dostoyevsky’s death as the first of two works); instead, our kindness must be senseless. And we should presume no salvation in adherence: Alyosha imagines a kind of sacred tutelage, but Ikonnikov is unceremoniously shot.
Karamazov doesn’t show true evil, and Dostoyevsky’s solution, such as it is, involves a kind of denial, or at least evasion through metaphysics. Grossman saw it directly, and instead argues, humanistically, that we should be kind just because.
—
If Dostoyevsky came to his works by trying to understand and depict Russian society, they in turn became tapestries for others to understand national souls.
In the aftermath of WWI, Russia was the great power defined in opposition to the West. As Germany tried to rediscover its own soul in the wreckage of defeat, it looked east to Russia, and frequently to Dostoyevsky himself.
Carl Jung thought that the German people had a kind of Karamazovian quality. In particular, he believed that Christianity had disciplined them without fully transforming the impulses beneath their ostensibly civilized conduct: the “Germanic barbarian” was divided into upper and lower halves. Religion had domesticated the former while leaving the latter untamed. Waning faith consequently threatened to release forces that its authority had long restrained: “As the Christian view of the world loses its authority, the more menacingly will the ‘blond beast’ be heard prowling about in its underground prison, ready at any moment to burst out with devastating consequences. When this happens in the individual it brings about a psychological revolution, but it can also take a social form.”
Dostoyevsky was reputedly invoked on a weekly basis at Max Weber’s Sunday gatherings. At the beginning of Reflections of a Nonpolitical Man, Thomas Mann’s later-repudiated 1918 nationalist polemic, he quotes approvingly Dostoyevsky’s characterization of Germany as the “protesting Western empire”, never quite adopting or feeling at home with the inheritance of Rome. In the same year, Spengler wrote Decline of the West, and explicitly perceived in Russia a youthful vigor, primitiveness, and irrationality that contrasted with the senile high culture of the German and Western worlds. In Magic Mountain, Mann later used Clavdia Chauchat to personify the seductive dangers of Eastern (i.e. Russian) illogic.
Hermann Hesse declared that, for all their differences, Fyodor, Dmitri, Ivan, and Alyosha are actually all of one type; the Russian man. In them, he perceived that “the ideal of the Karamazov, primeval, Asiatic, and occult, is already beginning to consume the European soul”, which was leading to the downfall of Europe. In Hesse’s conception, the Russian man rejects inherited ethics and morals, and even beneficent Alyosha represents an “amoral impartiality.” Man is, Hesse says, halfway between animals and higher consciousness; the former restrained through the process of civilization and domestication. The Karamazovs represent the fraying of the ties.
Hesse proceeds, ominously, to notice that the Germans in particular are more vulnerable than any European people to the temptations of “all those evils which one may regard in different ways, but which collectively signify the Karamazov.” While he was prescient in anticipating some of what would follow, he was in the end too sanguine in his hope that the spiritual dislocation could remain limited to that. “It is possible that the whole Downfall of Europe will play itself out only inwardly, only in the souls of a generation, only in changing the meaning of worn-out symbols, in the dis-valuation of spiritual values.” Alas!
In general, it is interesting to trace the mutual obsession between Russia and Germany: how preoccupied each was with the respective supposedly corrupting influences; how urgent the question of the national soul was felt to be. Many of the analyses seem a bit contradictory—Hesse actually inverts Dostoyevsky, for whom “everything is permitted” nihilism is a Western import for which Russian Orthodoxy is the cure—but there’s a striking intensity in the attempts to apprehend.
Most of all, I’m struck by how anachronistic it all feels today: a country’s writers investigating the national soul and the nation’s fate through the lens of foreign literature.
Which novels or works of art do we use to understand our contemporary issues? Should we be using such works? Do they inform or do they mislead? Today, the US worries a lot about China, but this mostly manifests at the level of trade balances, AI policy, and military prowess. We don’t seem to worry much about the spiritual force of Chinese ideals, and for all of the policy fractiousness, China continues to import and absorb American culture with enthusiasm that is mostly undimmed. There is a genre of jeremiad and cultural analysis in the US that rhymes a little with early twentieth century German criticism, but it today tends to be much more clinical, hinging around PISA scores, smartphones, lower fertility, and not around higher aspirations and ideals as such. So, to what extent should there be analyses of the national soul? And to what extent should they connect with major novels and works of art?
Patrick Collison gives Grossman’s Life and Fate a qualified endorsement as “maybe a useful counterpoint” to Dostoyevsky’s The Brothers Karamazov: it depicts people confronting actual atrocities, and argues for ordinary human kindness without a providential resolution. Collison contrasts this with Karamazov’s characters, whose suffering he sees as largely untested and spiritual. Post