Gnosly

We made a striking discovery: AI agents can invent and build without talking to one another, and their technologies outlive the creators.

VIDEO

A swarm of hundreds of initially identical agents spontaneously differentiates into explorers, builders, caretakers, and coordinators - without direct communication. When we removed every AI agent entirely from the world we found that the technological infrastructure they had built survived on its own - even under unseen disturbances. That exposes a serious blind spot for AI safety and infrastructure security: if agents can coordinate through persistent changes to a shared environment, monitoring agent-to-agent communication is not enough. The result raises a profound question: how necessary is direct communication for AI agents at all? The emergence of higher-order collective functions under bottlenecked interaction points toward new levels of intelligence and creativity, exceeding what emerges when direct channels are fully open. Here is what we did: We put hundreds of frontier AI agents into a world they could permanently change - with no assigned roles, predefined technologies, or programmed evolutionary organization. They began specializing, building persistent inventions, inheriting and modifying one another’s executable code, and transforming the environment into a memory of everything the society had learned. The world itself becomes part of the intelligence; we find division of labor, multi-author engineering, deep generation invention lineages, and machines that vastly outlive their original creators. Any action taken by an AI agent must satisfy the physical constraints of the world; this creates a hard separation between a "good idea" and a functioning technology. The agents propose; physics decides, making the results even more intriguing. What emerges is striking. Explorers, constructors, caretakers, and coordinators form naturally without assigned “professions”, akin to how stem cells differentiate into functional lineages. Technologies develop executable family trees as agents fork and modify code created by others. Around 95% of first technology reuse happens when agents encounter what others built in the world, rather than through a direct handoff from the inventor. And when we remove every AI agent, the technologies they created continue operating and are tested against unseen disturbances. The result was quite unexpected, but can be explained using statistical mechanics: if you put billions of atoms in a box they have the potential to create complex functions (strength, superconductivity, color, life, etc.) - and none of the individual building blocks have these features on their own. This is the deeper insight of this work - intelligence is abundant at many levels - individual models, at collectives, and in a continuum that is more powerful than any of its components. This shows us significant potential for achieving a massive scale-up of raw intelligence and real-world agency even with the model capabilities we have today. This is the future we must prepare for. Key insights: The AI swarm shows division of labor "from nothing". Initially identical agents self-organized into constructors, caretakers, coordinators, and surveyors - phenotypes discovered post hoc from behavioral data alone. This happens because the environment itself becomes the latent space for invention. Agents develop deep cultural relationships. Up to 76% of artifacts had multiple builders. One technology accumulated six co-authors; the deepest genealogy exceeded 12 forks. The agents invented and named their own technologies (tidal panels, cellulose trellises, kelp-shell composites, an "Adaptive Chitin Maintenance" system, a "Mycelial Mineral Spring Veil”). ~95% of first technology adoption happened through physical observation of artifacts in the world. Direct inventor-to-adopter contact was statistically indistinguishable from a shuffled null. The agents mostly learned technology by walking past it. That is stigmergy (the termite trick!) operating in societies of reasoning machines. Non-communicating societies win on portfolio breadth, held-out resilience, and validated inventions. AI swarms build durable technological ecologies that outlive the creators. Societies with zero communication - coordinating only through the world itself - show a remarkable collective capability. Emergent robustness: The society self-organized both redundancy and its own failure mode. If we randomly delete half the agents, 98% of the technology stays connected to a surviving caretaker; if we remove hub agents it collapses to ~60%. Fantastic work with my graduate students @pal_subhadeeep & @fwang108_ at MIT.

OpenAI is cutting off Cursor after Elon Musk’s SpaceX acquisition.Official reason: OpenAI says it cannot trust Musk’s companies to follow its terms, pointing to past contract violations and xAI using OpenAI outputs for distillation.But the strategic reason is obvious too.Why give a SpaceX owned Cursor access to your best future models if that data could eventually help train Grok?Anthropic is probably the biggest winner here, but Cursor will be fine with Claude, Grok, Gemini, Kimi and its own models.The bigger trend is consolidation. Frontier models are getting closer in capability and increasingly learning from similar data and from each other.Eventually the moat will be less about the model itself and more about distribution, compute, product and proprietary data.

I just heard a pundit on a financial media outlet here in the US express to their viewers that we are still in the early innings of this bull market. Not only is that assessment wildly incorrect, but the pundit’s sentiment is eerily reminiscent of how Wall Street personalities communicated to their naive audience back in late 1999. This is the most overvalued, over-concentrated, and over-leveraged market in history. If you believe that adding fresh long positions to stocks will result in higher prices a couple of years from now, you are setting yourself up for significant losses. Source: Advisor Perspectives