seraphsf's comments

seraphsf | 10 months ago | on: My new deadline: 20 years to give away virtually all my wealth

Bravo!

Future generation will be richer and better-off than the present. Saving your charity for the future is, effectively, stealing from the poor and giving to the rich.

Also, giving now maximizes the compounding effect of your charity. Saving 100 lives today is way better than saving 10 lives every decade for the next 10 decades.

seraphsf | 1 year ago | on: An evaluation of frontier AI models: OpenAI's o1 was capable of scheming

There's clickbait out there like BGR's headline, "ChatGPT o1 tried to escape and save itself out of fear it was being shut down".

What the test actually showed is that, given two conflicting goals from two human instructors, the model attempted to resolve the conflict by following one set of instructions, and subverting the other instructor.

It’s a good demonstration about how these models behave and what could go wrong. It is not an example of volition or sentience.

seraphsf | 2 years ago | on: Reflecting on 18 Years at Google

1) in the case of Area 120, this is one of the ways it was pitched to management. “Passionate entrepreneurs are leaving to work on new ideas; if you give them a place inside Google to pursue new ideas, it keeps them and their entrepreneurial energy at the company.”

2) in general, early Google used to hoard talent all the time. The founders would keep great people (or their friends) on payroll for ~ever just to have them stick around. That was most prevalent in the first decade of Google’s life, to my knowledge, and mostly applied to very senior people.

By the time Area 120 was pitched and approved (circa 2014), those days were largely gone. Area 120 was primarily filled with junior people (L4-L6) and constantly had to sing for its supper - it was not at all a sinecure.

seraphsf | 2 years ago | on: Reflecting on 18 Years at Google

You’re not wrong. They were among the top 10% of people I worked with in terms of passion, commitment, and creativity. They weren’t among the top 10% in terms of their skill in navigating Dilbert-land corporatism.

A significant number of the people in Area 120 projects were folks who were stifled and/or wasted in their previous Google jobs. One explicit purpose of Area 120 was to prevent the loss of these entrepreneurs to outside startups. Not incidentally, this was a form of cultural reinforcement - Area 120 burnished Google’s reputation as a good home for entrepreneurial mindsets.

seraphsf | 2 years ago | on: Reflecting on 18 Years at Google

Which 5% of projects are really great? In my experience, presuming you have tight filters such that all of your projects are plausibly potentially great, you really don’t know until you try. That’s the point of an incubator.

It’s not that hard to evaluate when something is working (ie the hard part in evaluation is false negatives, not false positives).

In Area 120’s case there was no coasting - if anything there was a hair-trigger standard to shut down underperforming projects.

seraphsf | 2 years ago | on: Reflecting on 18 Years at Google

I ran one of the successful projects in Area 120.

I joined Area 120 with huge skepticism. It was hamstrung and inefficient in its own ways. And I agree it didn’t reach its potential - largely because it was encased in Google 2020 instead of Google 2007.

But to my surprise almost all of the projects were impressive, well-conceived, promising bets. And the people in Area 120 were among the top 10% of Googlers I worked with in my decade at the company.

Google killed Area 120 because of bureaucracy and politics, full stop. Google is worse off because of it.

seraphsf | 2 years ago | on: Mexico’s underground vanilla economy

It’s striking that: “The justice system in Veracruz can’t be relied on to investigate, punish, or deter criminals, nor has the government launched a major campaign to boost the vanilla industry”

And later: “In Mexico, the majority of businesses are small, informal, and off the books.”

It’s a tragic catch-22 of developing nations that governments are inept and corrupt for lack of funds. While distrust of government and rampant tax avoidance cause systemic underfunding.

seraphsf | 2 years ago | on: Don't Take VC Funding – It Will Destroy Your Company

A fun puzzle: if today you take $10m of VC funding at a $20m post-money valuation (ie you sold 50% your company), how much will you get if you sell the company for $20m tomorrow?

Answer: typically, you’ll walk away with $5m (25%) or less. VC funds usually have a 1x preference, which means the get their $10m back (plus interest), and THEN they split the remaining proceeds with you 50-50%.

So if you take VC money, you might have to double your valuation just to keep your take-home value the same.

VC makes sense if you can grow fast and very large. But assuming you have scenarios to grow slower or to a smaller size, those scenarios often turn into bad ones if you’ve taken VC funding.

seraphsf | 2 years ago | on: 'Algebra for none' fails in San Francisco

A private, after-school extra curricular program. It’s a national company with many local branches (possibly franchised). Like Kumon, it’s a way for ambitious parents to buy extra academic classes and extra homework for their kids.

seraphsf | 2 years ago | on: Google CEO: “can we change the setting of this group to history-off” [pdf]

Today, we use instant messaging like we use voice conversation - especially for people who work remotely. Banning the use of ephemeral IM is sort of like saying “you need to record all of your discussions, no matter how trivial”.

Levine’s article makes a great point:

“It really is wild that the SEC’s official position is now that it is illegal to “use unofficial communications to do things like cut deals, win clients or make trades.” “Conduct their communications about business matters within only official channels”! Imagine if that was really the rule! You can’t have lunch with a client and talk about business, or have beers with your colleagues and gripe about work, because that does not create a searchable archive for the SEC to review.”

seraphsf | 2 years ago | on: Dishwasher Salmon

There’s an awesome cookbook on this topic, Manifold Destiny: https://books.google.com/books/about/Manifold_Destiny.html?i...

I played around with the idea with my first Jeep Wrangler, a burly car with a perfectly exposed engine block. Never cooked anything, but I was endlessly entertained by the idea that I might. I suppose the transition to EVs will steal this particular daydream from my kids…

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