<rss version="2.0" xmlns:dc="http://purl.org/dc/elements/1.1/" xmlns:atom="http://www.w3.org/2005/Atom"><channel><title>Hacker News: nilkn</title><link>https://news.ycombinator.com/user?id=nilkn</link><description>Hacker News RSS</description><docs>https://hnrss.org/</docs><generator>hnrss v2.1.1</generator><lastBuildDate>Sat, 07 Nov 2026 16:47:35 +0000</lastBuildDate><atom:link href="https://hnrss.org/user?id=nilkn" rel="self" type="application/rss+xml"></atom:link><item><title><![CDATA[New comment by nilkn in "Anthropic IPO buyers see valuation as low as $1.1T"]]></title><description><![CDATA[
<p>So far, it does, because the products and services are the general intelligence produced by the research.</p>
]]></description><pubDate>Sat, 07 Nov 2026 03:19:38 +0000</pubDate><link>https://news.ycombinator.com/item?id=50401307</link><dc:creator>nilkn</dc:creator><comments>https://news.ycombinator.com/item?id=50401307</comments><guid isPermaLink="false">https://news.ycombinator.com/item?id=50401307</guid></item><item><title><![CDATA[New comment by nilkn in "Anthropic IPO buyers see valuation as low as $1.1T"]]></title><description><![CDATA[
<p>It may actually get harder to replicate with time, not easier, even if the number of people needed to run the operation goes down. As the largest labs move towards internal RSI, the most important IP for doing that will transition into their proprietary internal infrastructure and models, none of which will ever be released and which increasingly won't be fully known or understood by the humans you might hire away.</p>
]]></description><pubDate>Sat, 07 Nov 2026 03:14:49 +0000</pubDate><link>https://news.ycombinator.com/item?id=50401286</link><dc:creator>nilkn</dc:creator><comments>https://news.ycombinator.com/item?id=50401286</comments><guid isPermaLink="false">https://news.ycombinator.com/item?id=50401286</guid></item><item><title><![CDATA[New comment by nilkn in "Anthropic IPO buyers see valuation as low as $1.1T"]]></title><description><![CDATA[
<p>It's very hard to measure exactly how large it is, because there aren't good pre-existing metrics for it. You can measure in time (e.g., how far behind open weight models are from the best frontier models commercially available), but it's plausible that what seems like a relatively small time advantage (months) might mask a considerable difference in internal research sophistication. What we've seen repeatedly is simply that there does seem to exist a durable advantage in research productivity, at least for now.</p>
]]></description><pubDate>Fri, 06 Nov 2026 21:24:01 +0000</pubDate><link>https://news.ycombinator.com/item?id=50398724</link><dc:creator>nilkn</dc:creator><comments>https://news.ycombinator.com/item?id=50398724</comments><guid isPermaLink="false">https://news.ycombinator.com/item?id=50398724</guid></item><item><title><![CDATA[New comment by nilkn in "Anthropic IPO buyers see valuation as low as $1.1T"]]></title><description><![CDATA[
<p>I don't know and can't answer or predict that. But that's exactly what it could become (although probably not that extreme), where the agents doing much of the internal work are proprietary, conferring a research advantage.</p>
]]></description><pubDate>Fri, 06 Nov 2026 21:21:10 +0000</pubDate><link>https://news.ycombinator.com/item?id=50398695</link><dc:creator>nilkn</dc:creator><comments>https://news.ycombinator.com/item?id=50398695</comments><guid isPermaLink="false">https://news.ycombinator.com/item?id=50398695</guid></item><item><title><![CDATA[New comment by nilkn in "Perplexity launches AI agents for work"]]></title><description><![CDATA[
<p>There was a very brief period in the early days where Perplexity actually was pretty useful. I believe I even had a paid subscription to it for maybe half a year at that time. The main value it had then is that ChatGPT didn't yet incorporate web search, or early on after it did its searches were will really limited. There's no reason for Perplexity to exist now. I'm confident they and their investors are keeping it going mainly because no one wants to be the first major AI startup wipeout.</p>
]]></description><pubDate>Fri, 06 Nov 2026 20:44:37 +0000</pubDate><link>https://news.ycombinator.com/item?id=50398248</link><dc:creator>nilkn</dc:creator><comments>https://news.ycombinator.com/item?id=50398248</comments><guid isPermaLink="false">https://news.ycombinator.com/item?id=50398248</guid></item><item><title><![CDATA[New comment by nilkn in "Anthropic IPO buyers see valuation as low as $1.1T"]]></title><description><![CDATA[
<p>Their moat is their research capability. It's a combination of proprietary internal technology and models and infrastructure, people, organizational structure, and culture. As long as they maintain the best and fastest research capability, they have a durable advantage, at least for the time being. If we start to saturate all economically useful outcomes that can be reached via greater research productivity attainable to us, then this moat will start to fall apart. It could also fall apart if safety issues force a premature halt or major slowdown to further research.</p>
]]></description><pubDate>Fri, 06 Nov 2026 20:37:13 +0000</pubDate><link>https://news.ycombinator.com/item?id=50398134</link><dc:creator>nilkn</dc:creator><comments>https://news.ycombinator.com/item?id=50398134</comments><guid isPermaLink="false">https://news.ycombinator.com/item?id=50398134</guid></item><item><title><![CDATA[New comment by nilkn in "Classification of Finite Simple Groups Formalized in Lean"]]></title><description><![CDATA[
<p>Autonomous software and hardware verification. They're just getting started. It's not just Axiom: Logical Intelligence, Harmonic, and a new one that just launched (&Truth). I suspect the business case is addressing the global cybersecurity crisis that AI is creating.<p>Making it cheap to do is probably exactly what they're trying to do. Formal proofs for verification take 10-20x as many lines as the core functional code being verified. Nobody's going to want to pay for 10-20x as many tokens at frontier pricing for verification unless they have to or it yields tremendous benefits. So getting the token price down as low as possible for a prover is probably a core part of the value proposition.</p>
]]></description><pubDate>Fri, 30 Oct 2026 13:01:26 +0000</pubDate><link>https://news.ycombinator.com/item?id=50303271</link><dc:creator>nilkn</dc:creator><comments>https://news.ycombinator.com/item?id=50303271</comments><guid isPermaLink="false">https://news.ycombinator.com/item?id=50303271</guid></item><item><title><![CDATA[New comment by nilkn in "Using thousands of AI agents to uncover new leads in biological data"]]></title><description><![CDATA[
<p>I understood them to be arguing that AI models are taking away the joy of certain things like mathematics but not producing commensurate value for humanity. We have a lower bound on twin primes, but that doesn't improve life for anybody, and the cost of getting the bound was removing human involvement from a lot of mathematical research, which was a source of joy for some portion of the human race. If all of this leads to curing major diseases without an AI takeover, it will have been worth it. But if it doesn't, then the ends don't necessarily justify the means.</p>
]]></description><pubDate>Wed, 21 Oct 2026 19:49:33 +0000</pubDate><link>https://news.ycombinator.com/item?id=50186605</link><dc:creator>nilkn</dc:creator><comments>https://news.ycombinator.com/item?id=50186605</comments><guid isPermaLink="false">https://news.ycombinator.com/item?id=50186605</guid></item><item><title><![CDATA[New comment by nilkn in "AI coding agents generate more code, but not more software"]]></title><description><![CDATA[
<p>You're trying to get me to make a claim stronger than what I'm making. The claim I'm making is that capabilities <i>have</i> moved since the paper's data (countless benchmarks support this), and it's not possible to measure the end-to-end effect of that inside industrial applications with complete access, adoption, and internal connectivity at the same pace. Therefore, the study is fundamentally out of date and conclusions about the present or future cannot be drawn from it unless you assume that technological progress cannot have affected the relevant outcomes, which is a strong assumption you'd have to back up separately. Note that the paper's model ties end-to-end outcomes to generated code quality and correctness which is precisely one of the variables that continues to move.<p>What the study actually shows is that organizations that had very little time to absorb older generations of a disruptive emerging technology experienced an indeterminate change in output (at the 12 month mark, anywhere from down 13% to up 25% -- the paper can't say where reality falls). It certainly doesn't establish any ceiling.</p>
]]></description><pubDate>Mon, 12 Oct 2026 22:43:37 +0000</pubDate><link>https://news.ycombinator.com/item?id=50064106</link><dc:creator>nilkn</dc:creator><comments>https://news.ycombinator.com/item?id=50064106</comments><guid isPermaLink="false">https://news.ycombinator.com/item?id=50064106</guid></item><item><title><![CDATA[New comment by nilkn in "AI coding agents generate more code, but not more software"]]></title><description><![CDATA[
<p>> I mention this because I've been hearing "Yeah, well, that opinion/study is completely invalid because it used a six month old tool. Today's release of SOMNOS 6.9 (Pinnacle Snoozytime) has totally changed the game!" every six months for what feels like the past five years now.<p>Given my own conclusion that it's not <i>possible</i> for conventional academic research to accurately snapshot industrial adoption of this technology, I would expect this pattern to continue for a while until either academia becomes much faster or technology progress slows down (or both). This just isn't yet a situation where you can rely on published papers telling you what to think -- you still need to mix in a bit of your own instinct and experience and extrapolation to get an accurate up-to-date read, even if there's some prediction error as a result.</p>
]]></description><pubDate>Mon, 12 Oct 2026 21:35:39 +0000</pubDate><link>https://news.ycombinator.com/item?id=50063369</link><dc:creator>nilkn</dc:creator><comments>https://news.ycombinator.com/item?id=50063369</comments><guid isPermaLink="false">https://news.ycombinator.com/item?id=50063369</guid></item><item><title><![CDATA[New comment by nilkn in "AI coding agents generate more code, but not more software"]]></title><description><![CDATA[
<p>I don't, actually. I can simply point out that its data is out of date, and then the numbers themselves are called into question without other numbers to compare them to. And that's what I did: I shared two arguments in two comments that converge on the shared conclusion that the paper's data is not up to date (or, more precisely, <i>cannot</i> be up to date).</p>
]]></description><pubDate>Mon, 12 Oct 2026 21:01:20 +0000</pubDate><link>https://news.ycombinator.com/item?id=50063010</link><dc:creator>nilkn</dc:creator><comments>https://news.ycombinator.com/item?id=50063010</comments><guid isPermaLink="false">https://news.ycombinator.com/item?id=50063010</guid></item><item><title><![CDATA[New comment by nilkn in "AI coding agents generate more code, but not more software"]]></title><description><![CDATA[
<p>I have my own experience to go off of, but this can also be inferred easily. There are many large corporations still working on "digital transformation" from 10+ years ago. There's no way such companies have fully onboarded and integrated frontier AI agents throughout their workforces with high adoption. The paper itself reports low adoption even after conditioning on access.<p>Everything did change after late 2025, but there are tiers of usefulness. Late 2025/early 2026 was the first time agents became clearly useful for personal projects. That's distinct from immediately having economically valuable end-to-end autonomous workflows in teams of median talent, which many would suggest is the threshold we've just recently crossed.</p>
]]></description><pubDate>Mon, 12 Oct 2026 20:05:24 +0000</pubDate><link>https://news.ycombinator.com/item?id=50062211</link><dc:creator>nilkn</dc:creator><comments>https://news.ycombinator.com/item?id=50062211</comments><guid isPermaLink="false">https://news.ycombinator.com/item?id=50062211</guid></item><item><title><![CDATA[New comment by nilkn in "AI coding agents generate more code, but not more software"]]></title><description><![CDATA[
<p>The data is still mostly 2025 and the 2026 data is mostly from the first few months, and most production deployments (at least in, say, the Fortune 500) lag the frontier by at least several more months (or much more). I suspect it's just not really possible for academic research at its conventional pace to offer an up-to-date perspective on this topic right now.</p>
]]></description><pubDate>Mon, 12 Oct 2026 19:51:19 +0000</pubDate><link>https://news.ycombinator.com/item?id=50062012</link><dc:creator>nilkn</dc:creator><comments>https://news.ycombinator.com/item?id=50062012</comments><guid isPermaLink="false">https://news.ycombinator.com/item?id=50062012</guid></item><item><title><![CDATA[New comment by nilkn in "Cartographers of North Korea (2019)"]]></title><description><![CDATA[
<p>It's still the world's largest prison: most North Koreans would be killed on sight or imprisoned for even attempting to leave (i.e., escape). It also has millions of slaves, in fact the highest rate of modern slavery in the world (approximately the same as the US in 1860 before the Civil War). Kim Jong Un executed his uncle in 2013. Privilege or comfort, where it exists, can be stripped by force from an entire family at once for any reason. So, yes, Kim Jong Un is not a literal god on Earth -- there are balances he must maintain within the country to keep his power. Not <i>every</i> North Korean is a slave. You're not wrong about those things. But I feel your description is coming dangerously close to portraying it as a relatively normal country, which it most certainly is not. It is a prison and slave state, one of the most severe in history, enforced via extreme brutality and shielded by nukes against those who would save its people.</p>
]]></description><pubDate>Mon, 12 Oct 2026 14:33:39 +0000</pubDate><link>https://news.ycombinator.com/item?id=50057022</link><dc:creator>nilkn</dc:creator><comments>https://news.ycombinator.com/item?id=50057022</comments><guid isPermaLink="false">https://news.ycombinator.com/item?id=50057022</guid></item><item><title><![CDATA[New comment by nilkn in "OpenAI withdraws three mathematical results"]]></title><description><![CDATA[
<p>Like when it happened in 1637?</p>
]]></description><pubDate>Fri, 09 Oct 2026 03:14:27 +0000</pubDate><link>https://news.ycombinator.com/item?id=50015552</link><dc:creator>nilkn</dc:creator><comments>https://news.ycombinator.com/item?id=50015552</comments><guid isPermaLink="false">https://news.ycombinator.com/item?id=50015552</guid></item><item><title><![CDATA[New comment by nilkn in "OpenAI withdraws three mathematical results"]]></title><description><![CDATA[
<p>The answer to that depends on exactly how one defines writing. If by writing we mean full alphabets, etc., then no, but that is not the critical function that the word played in what I wrote. If by writing we mean encoding structured mathematical information physically (which today consists not just of written words/sentences, but also non-linguistic equations and computer programs) so that it can be accurately and unambiguously digested (and modified or corrected by) others, then yes: as far as we know there was no mathematical knowledge outside of spoken and bodily counting or the most basic visual symmetries of objects like stones or sticks.</p>
]]></description><pubDate>Thu, 08 Oct 2026 19:54:06 +0000</pubDate><link>https://news.ycombinator.com/item?id=50011166</link><dc:creator>nilkn</dc:creator><comments>https://news.ycombinator.com/item?id=50011166</comments><guid isPermaLink="false">https://news.ycombinator.com/item?id=50011166</guid></item><item><title><![CDATA[New comment by nilkn in "OpenAI withdraws three mathematical results"]]></title><description><![CDATA[
<p>Nope. We have evidence: what human mathematicians were producing and what AI systems are now producing.</p>
]]></description><pubDate>Thu, 08 Oct 2026 18:17:32 +0000</pubDate><link>https://news.ycombinator.com/item?id=50009729</link><dc:creator>nilkn</dc:creator><comments>https://news.ycombinator.com/item?id=50009729</comments><guid isPermaLink="false">https://news.ycombinator.com/item?id=50009729</guid></item><item><title><![CDATA[New comment by nilkn in "OpenAI withdraws three mathematical results"]]></title><description><![CDATA[
<p>As a response to my overall position, no, I think you threw out almost all of it.<p>On the question of a single word out of my entire position, that is a reasonably fair statement for mathematics (which is the topic under discussion). The fact that you think it's tautological supports both that you agree with its correctness  and that this is a mostly irrelevant side conversation. And whatever you think the answer should be is not somehow not subject to the constraints of logic.</p>
]]></description><pubDate>Thu, 08 Oct 2026 16:51:36 +0000</pubDate><link>https://news.ycombinator.com/item?id=50008287</link><dc:creator>nilkn</dc:creator><comments>https://news.ycombinator.com/item?id=50008287</comments><guid isPermaLink="false">https://news.ycombinator.com/item?id=50008287</guid></item><item><title><![CDATA[New comment by nilkn in "OpenAI withdraws three mathematical results"]]></title><description><![CDATA[
<p>I don't know that any of this really matters. I could just as well say that you don't know anything at all about the internal experience of your dog's mind. All you can do is read behavioral patterns and attempt to make inferences. At best you have an approximation, and approximations tend to be wrong. Math is <i>correct knowledge</i>, not approximations of reality. Correctness is not a property of the idea or inference itself, since ideas and inferences can be wrong; it's the result of a verification process which you cannot possibly carry out in its entirety relating to the internal conscious experience of your dog.<p>We can dig into the philosophy of these definitions, but I think the far more interesting point is that <i>even if we grant the existence of this kind of knowledge</i> in the minds of human mathematicians, we have passed the threshold where that "knowledge" can keep up with systems that do not have access to it. Moreover, to claim humans have a "vast amount of mathematical knowledge" that is apparently valuable and that AI systems don't have, you'd have to prove that this "knowledge" is not implied or cannot be reverse engineered from the entire corpus of mathematical writing on which AI systems are trained. You'd also have to demonstrate that this "knowledge" leads to actual results that AI systems cannot generate without it. Given the results AI systems are producing, which are far beyond human ability at this point, it is more likely that AI systems have <i>already internalized</i> the entirety of this so-called "tacit knowledge" and then went much further, much faster, without humans in the loop at all.</p>
]]></description><pubDate>Thu, 08 Oct 2026 15:02:43 +0000</pubDate><link>https://news.ycombinator.com/item?id=50006682</link><dc:creator>nilkn</dc:creator><comments>https://news.ycombinator.com/item?id=50006682</comments><guid isPermaLink="false">https://news.ycombinator.com/item?id=50006682</guid></item><item><title><![CDATA[New comment by nilkn in "OpenAI withdraws three mathematical results"]]></title><description><![CDATA[
<p>I'd need to see specific examples. It's not clear to me that I'd consider this knowledge about the world but rather agreed upon conventions for how humans work together.</p>
]]></description><pubDate>Thu, 08 Oct 2026 14:50:48 +0000</pubDate><link>https://news.ycombinator.com/item?id=50006509</link><dc:creator>nilkn</dc:creator><comments>https://news.ycombinator.com/item?id=50006509</comments><guid isPermaLink="false">https://news.ycombinator.com/item?id=50006509</guid></item></channel></rss>