Sunday, March 1, 2026

Words, code, guardrails & weasels: Anthropic, OpenAI, and the Pentagon

I've copied the entire “tweet” below in case you don't want to click. But you might want to glance through the thread. This is the “tweet” where Gimus says his badge stopped working.

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I work in government affairs at OpenAI.

My job is federal partnerships. When an agency wants our models, I make sure the paperwork is beautiful. Paperwork is my love language. On my desk I have a framed quote that says "Policy Is Just Code That Runs on People." I bought the frame at Target. It was in the Live Laugh Love section. I did not see the irony at the time. I still don't.

We had a good week.

On Monday, we closed a $110 billion funding round. One hundred and ten billion dollars. Amazon put in fifty. Nvidia put in thirty. Valuation: $730 billion. The largest private fundraise in the history of anyone raising anything. There was a company-wide Slack message about it. The message used the word "transformative" twice and the word "safety" once. The word "safety" was in the last sentence, after the link to the new branded hoodie pre-order. The hoodies are nice. They're the soft kind.

On Tuesday, we fired a research scientist for insider trading on Polymarket.

Why Gemini 3.1 is so good [long chains of reasoning, across disciplinary boundaries]

YouTube:

What's really happening when Google ships the smartest AI model on the planet, prices it at a seventh of the competition, and doesn't care if you keep using Claude or ChatGPT? The common story is that this is another benchmark race—but the reality is more interesting when the company generating $100 billion in annual free cash flow is playing a fundamentally different game. In this video, I share the inside scoop on why Gemini 3.1 Pro reveals more about problem types than model rankings:

  • Why Google's vertical stack from TPU silicon to Nobel Prize research is an impregnable fortress
  • How Deep Think solved 18 previously unsolved problems across math, physics, and economics
  • What separates reasoning problems from effort, coordination, ambiguity, and emotional intelligence problems
  • Where the question "which AI should I use" becomes the wrong question entirely

For knowledge workers watching the model landscape differentiate, the margin between routing models well and using one model for everything is widening every single month.

Chapters

00:00 Google Shipped the Smartest Model and Doesn't Care If You Use It
03:15 Arc AGI 2: The Largest Single-Generation Reasoning Gain Ever
05:30 What Google Optimized For vs Anthropic and OpenAI
07:10 Demis Hassabis: Solve Intelligence, Then Solve Everything Else
09:45 Google's Vertical Stack: From Transistor Design to Protein Folding
13:20 Why Google Can Afford to Lose the Model Race 15:00 What Gemini 3.1 Pro Is and Isn't
17:30 Naked Reasoner vs Equipped Reasoner vs Specialist Coder
19:45 Deep Think: Disproving Conjectures and Catching Peer Review Errors
23:10 Hard Is Not One Thing: Six Types of Difficult Problems
28:40 Which Problems Does Pure Reasoning Actually Help?
32:15 What This Means for Your Work Tomorrow
35:50 Google's Quiet Game: Building the Thing Underneath the Thing

These two short passages give you a flavor:

14:03: “The model crossed disciplinary boundaries that human specialists very rarely cross because the model doesn't see disciplinary boundaries and that is one of the strengths of an AI model.”

15:10: “Gemini is good for certain kinds of problems: “And they share specific characteristics. The inputs are well-defined like a protein sequence. The problem can be stated extremely precisely. And the solution requires a long and sustained chain of logical deduction that a human mind can verify but often cannot generate without years of specialized training.”

If you don’t want to watch the whole thing, start with “What Gemini 3.1 Pro Is and Isn’t,” @ 15:00.

Carving at the joints: Plato, Zhuangzi, Guo Xiang

First, a prompt I gave Claude 5.4. Then Claude’s reply.

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There’s a cliché about carving Nature at its joints.

There’s one version from Plato’s Phaedrus. Socrates has likened a well-formed speech to an animal with its various appropriately arranged parts and is now examining two different speeches on love (265e-266a):

... we are not to attempt to hack off parts like a clumsy butcher, but to take example from our two recent speeches. The single general form which they postulated was irrationality; next on the analogy of a single natural body with its pairs of like-named members, right arm or leg, as we say, and left, they conceived of madness as a single objective form existing in human beings. Wherefore the first speech divided off a part on the left, and

continued to make divisions ...

There’s a different version from Guo Xiang’s redaction of Zhuangzi (from Wikipedia):

Cook Ting was cutting up an ox for Lord Wen-hui. At every touch of his hand, every heave of his shoulder, every move of his feet, every thrust of his knee, zip! zoop! He slithered the knife along with a zing, and all was in perfect rhythm, as though he were performing the dance of the Mulberry Grove or keeping time to the Ching-shou Music.

“Ah, this is marvelous!” said Lord Wen-hui. “Imagine skill reaching such heights!”

Cook Ting laid down his knife and replied, “What I care about is the Way, which goes beyond skill. When I first began cutting up oxen, all I could see was the ox itself. After three years I no longer saw the whole ox. And now I go at it by spirit and don't look with my eyes. Perception and understanding have come to a stop and spirit moves where it wants. I go along with the natural makeup, strike in the big hollows, guide the knife through the big openings, and follow things as they are. So I never touch the smallest ligament or tendon, much less a main joint.”

Plato dates: 428-348 BC. Guo Xiang dates: 252-312 AD.

Is there any chance that this idea made its way from Ancient Greece to Ancient China? Or is it likely that we have a case of independent invention? After all, butchering an animal is a common enough task and the difference between an unskilled butch and a highly skilled one must have been apparent to many people.

The question of transmission versus independent invention is genuinely interesting here, and the honest answer is that scholars are quite uncertain, though the weight of evidence favors independent invention.

The chronological gap is suggestive but not decisive. The Zhuangzi text itself predates Guo Xiang — Zhuangzi lived roughly 369-286 BC, making him a near-contemporary of Plato, not a distant inheritor. Guo Xiang's role was that of editor and commentator, so the Cook Ding story almost certainly originates in the 4th-3rd century BC, not the 3rd-4th century AD. This matters a great deal, because it means we're not looking at a case where ideas could have filtered eastward via the Silk Road over centuries — both texts are roughly contemporaneous.

There was contact between the Greek and Chinese worlds in this era, but it was extremely attenuated. Alexander's campaigns reached Bactria and the Punjab, and there are documented cases of idea-transmission in specific domains (certain astronomical and mathematical concepts, some artistic motifs). But the philosophical literature shows no clear fingerprints of cross-cultural borrowing in this period. The intermediary links needed to carry a specific Platonic metaphor from Athens to the Warring States courts of China in the 4th-3rd century BC are simply not there.

The more compelling case for independent invention rests on a few observations. First, as you note, skilled butchery was universally observable. Any culture that slaughtered animals for food — which is to say, every culture — could notice that an expert carver seems to find the natural seams while a novice hacks. The perceptual phenomenon is available everywhere. Second, and more importantly, the two passages are actually doing quite different philosophical work with the same raw material. Plato's Socrates is making an epistemological and rhetorical point about how to carve up concepts — how a good speech should divide a subject at its natural joints rather than arbitrarily. The emphasis is on correct classification, on getting the logical structure of reality right. Cook Ding's lesson is about something closer to wu wei — effortless action, yielding to the natural order, the dissolution of the self-conscious subject into the flow of the Way. The knife goes where the ox already opens; the cook stops trying. These are recognizably different philosophical preoccupations, and each fits neatly into its own tradition without requiring outside influence.

So what you have is a case where a shared human experience — watching an expert butcher work — gets recruited into philosophical argument independently in two places, but gets recruited to illuminate quite different problems. That's actually philosophically interesting in its own right: it suggests the analogy has a kind of natural aptness that makes it available to very different thinkers facing very different questions. The butcher doesn't just carve the ox at its joints; he also, apparently, carves the history of philosophy at a joint.