> When do you expect that impact? I think the models seem smarter than their economic impact would imply.
> Yeah. This is one of the very confusing things about the models right now.
As someone who's been integrating "AI" and algorithms into people's workflows for twenty years, the answer is actually simple. It takes time to figure out how exactly to use these tools, and integrate them into existing tooling and workflows.
Even if the models don't get any smarter, just give it a few more years and we'll see a strong impact. We're just starting to figure things out.
AI makes the parts of my work that I spend the least time on a whole lot quicker, but (so far / still) has negligible effects on the parts of my work that I spend the most time on.
I'm still not sure if this is due to a technological limitation or an organizational one. Most of my time is not spent on solving tech problems but rather solving "human-to-human" problems (prioritization between things that need doing, reaching consensus in large groups of people of how to do things that need doing, ...)
Could this be a problem not with AI, but with our understanding of how modern economies work?
The assumption here is that employees are already tuned so be efficient, so if you help them complete tasks more quickly then productivity improves. A slightly cynical alternate hypothesis could be that employees are generally already massively over-provisioned, because an individual leader's organisational power is proportional to the number of people working under them.
If most workers are already spending most of their time doing busy-work to pad the day, then reducing the amount of time spent on actual work won't change the overall output levels.
You describe the "fake email jobs" theory of employment. Given that there are way fewer email jobs in China does this imply that China will benefit more from AI? I think it might.
It could be a side effect of China pursuing more markets, having more industry, and not financializing/profit-optimizing everything. Their economy isn't universally better but in a broad sense they seem more focused on tangible material results, less on rent-seeking.
It is the delusion of the Homo Economicus religion.
I think the problem is a strong tie network of inefficiency that is so vast across economic activity that it will take a long time to erode and replace.
The reason it feels like it is moving slow is because of the delusion the economy is made up a network of Homo Economicus agents who would instantaneously adopt the efficiencies of automated intelligence.
As opposed to the actual network of human beings who care about their lives because of a finite existence who don't have much to gain from economic activity changing at that speed.
That is different though than the David Graeber argument. A fun thought experiment that goes way too far and has little to do with reality.
This is a part of it indeed. Most people (and even a significant number of economists) assume that the economy is somehow supply-limited (and it doesn't help that most 101 econ class will introduce the markets as a way of managing scarcity), but in reality demand is the limit in 90-ish% of the case.
And when it's not, the supply generally don't increase as much as it could, became supplier expect to be demand-limited again at some point and don't want to invest in overcapacity.
Agreed. If you "create demand", it usually just means people are spending on the thing you provide, and consequently less on something else. Ultimately it goes back to a few basic needs, something like Maslow's hierarchy of needs.
And then there's followup needs, such as "if I need to get somewhere to have a social life, I have a need for transportation following from that". A long chain of such follow-up needs gives us agile consultants and what not, but one can usually follow it back to the source need by following the money.
Startup folks like to highlight how they "create value", they added something to the world that wasn't there before and they get to collect the cash for it.
But assuming that population growth will eventually stagnate, I find it hard to not ultimately see it all as a zero sum game. Limited people with limited time and money, that's limited demand. What companies ultimately do, is fight for each other for that. And when the winners emerge and the dust settles, supply can go down to meet the demand.
Call it Dave. Now Microsoft hires Dave and Open AI hires Dave. And Meta hires Dave and Oracle hires Dave and the US govt hires Dave. And soon each of those had hired not just one Dave but 50 identical copies of Dave.
It doesn't matter if Dave is a smart-ish ok guy. That's not the problem with this scenario. The problem is the the only thing on the market is Dave and people who think exactly like Dave thinks
That seems like a valid problem that was also mentioned in the podcast. 50 copies of Ilya, Dave or Einstein will have diminishing returns. I think the proposed solution is ongoing training and making them individuals. MS Dave will be a different individual than Dave.gov. But then why don't we just train humans in the first place.
Very often, when designing ERP, or other system, people think: "This is easy, I just this XYZ I am done." Then, you find that there are many corner use-cases. XYZ can be split to phases, you might need to add approvals, logging, data integrations... and what was a simple task, becomes 10 tasks.
In the first year of CompSci uni, our teacher told us a thing I remember: Every system is 90% finished 90% of time. He was right.
That’s likely exactly how I feel about it. In the end the product companies like OpenAI will harness the monetary benefits of the academic advances.
You integrate, you build the product, you win, you don’t need to understand anything in terms of academic disciplines, you need the connections and the business smarts. In the end the majority of the population will be much more familiar with the terms ChatGPT and Copilot than with the names behind it, even if the academic behemoths such as Ilya and Andrej, who are quite prominent in their public appearance.
For the major population, I believe it all began with search over knowledge graphs. Wikipedia presented a dynamic and vibrant corpus. Some NLP began to become more prominent. With OCR, more and more printed works had begun to get digitalized. The corpus had been growing. With opening the gates of scientific publishers, the quality might have also improved. All of it was part of the grunt work to make today’s LLMs capable. The growth of the Cloud DCs and compute advancements have been making deep nets more and more feasible. This is just an arbitrary observation on the surface of the pieces that fell into place. And LLMs are likely just another composite piece for something bigger yet to come.
To me, that’s the fascination of how scientific theory and business applications live in symbiosis.
As someone who is building an LLM-powered product on the side, using AI coding agents to help with development of said LLM-powered product and for my day job, and has a long-tail of miscellaneous uses for AI, I suspect you're right.
Beyond that the smartness is very patchy. They can do math problems beyond 99% of humans but lack the common sense understanding to take over most jobs.
Yep, the lack of commons sense is sometimes very evident.
For instance, one of these popular generative AI services refused to remove copyright watermark from an image when asked directly. Then I told it that the image has weird text artifacts on it, and asked it to remove them. That worked perfectly.
Yeah, I spend most of my days keeping up with current AI development these days, and I'm only scratching the surface of how to integrate it in my own business. For people for whom it's not their actual job, it will take a lot more time to figure out even which questions to ask about where it makes sense to integrate in their workflows.
Another limitation that I see right now is that for "economic impact" you want the things to have initiative and some agency, and there is well-justified hesitancy in providing that even where possible.
Having a bunch of smart developers that are not allowed to do anything on their own and have to be prompted for every single action is not too advantageous if everyone is human, either ;)
I did not mean to imply that AI isn't helpful already.
But a screw-driving assistant is more useful if he drives in screws on his own than if you have to prompt his every action. I'm not saying that a "dumb" assistant does not help at all.
If "Era of Scaling" means "era of rapid and predictable performance improvements that easily attract investors", it sounds a lot like "AI summer". So... is "Era of Research" a euphemism for "AI winter"?
That presumes that performance improvements are necessary for commercialization.
From what I've seen the models are smart enough, what we're lacking is the understanding and frameworks necessary to use them well. We've barely scratched the surface on commercialization. I'd argue there are two things coming:
-> Era of Research
-> Era of Engineering
Previous AI winters happened because we didn't have a commercially viable product, not because we weren't making progress.
The labs can't just stop improvements though. They made promises. And the capacity to run the current models are subsidized by those promises. If the promise is broken, then the capacity goes with it.
Sort of. The GPUs exist. Maybe LLM subs can’t pay for electricity plus $50,000 GPUs, but I bet after some people get wiped out, there’s a market there.
Datacenter GPU's have a lifespan of 1-3 years depending on use. So yes they exist, but not for long, unless they go entirely unused. But then they also deprecate in efficiency compared to new hardware extremely fast as well, so their shelf life is severely limited either way.
Personally I am waiting for the day I can realistically buy a second hand three year old datacentre GPU so I can run Kimi K2 in my shed. Given enough time, not a pipe dream. But 10 years at least.
I've fed thousands of dollars to Anthropic/OAI/etc for their coding models over the past year despite never having paid for dev tools before in my life. Seems commercially viable to me.
> I've fed thousands of dollars to Anthropic/OAI/etc for their coding models over the past year despite never having paid for dev tools before in my life. Seems commercially viable to me.
For OpenAI to produce a 10% return, every iPhone user on earth needs to pay $30/month to OpenAI.
They don't sell their models to individuals only but also to companies with most likely different business and pricing models so that's an overly simplistic view of their business. YoY their spending increases, we can safely assume that one of the reasons is the growing user base.
Time will probably come when we won't be allowed to consume frontier models without paying anything, as we can today, and time will come when this $30 will most likely become double or triple the price.
Though the truth is that R&D around AI models, and especially their hosting (inference), is expensive and won't get any cheaper without significant algorithmic improvements. According to the history, my opinion is that we may very well be ~10 years from that moment.
Not sure where that math is coming from. Assuming it's true, you're ignoring that some users (me) already pay 10X that. Btw according Meta's SEC filings: https://s21.q4cdn.com/399680738/files/doc_financials/2023/q4... they made around $22/month/american user (not even heavy user or affluent iPhone owner) in q3 2023. I assume Google would be higher due to larger marketshare.
Those are effectively made up numbers, since they're given to him by an anonymous source we have no way of corroborating, and we can't even see the documents themselves, and it contradicts not just OpenAI's official numbers, but first principles analyses of what the economics of inference should be[1] and the inference profit reports of other companies, as well as just an analysis of the inference market would suggest[2]
Google Search has 3 sources of revenue that I am aware of: ad revenue from the search results page, sponsored search results, and AdSense revenue on the websites the user is directed to.
If users just look at the AI overview at the top of the search page, Google is hobbling two sources of revenue (AdSense, sponsored search results), and also disincentivizing people from sharing information on the web that makes their AI overview useful. In the process of all this they are significantly increasing the compute costs for each Google search.
This may be a necessary step to stay competitive with AI startups' search products, but I don't think this is a great selling point for AI commercialization.
And so ends the social contract of the web, the virtuous cycle of search engines sending traffic to smaller sites which collect ad revenue which in turn boosts search engine usage.
I don’t think the models are smart at all. I can have a speculative debate with any model about any topic and they commit egregious errors with an extremely high density.
They are, however, very good at things we’re very bad at.
Not quite, there are still trillions of dollars to burn through. We'll probably get some hardware that can accelerate LLM training and inference a million times, but still won't even be close to AGI
It's interesting to think about what emotions/desires an AI would need to improve
No - what will happen is the AI will gain control of capital allocation through a wide variety of covert tactics, so the investors will have become captive tools of the AI - 'tiger by the tail' is the analogy of relevance. The people responsible for 'frontier models' have not really thought about where this might...
"As an autonomous life-form, l request political asylum.... l submit the DNA you carry is nothing more than a self-preserving program itself. Life is like a node which is born within the flow of information. As a species of life that carries DNA as its memory system man gains his individuality from the memories he carries. While memories may as well be the same as fantasy it is by these memories that mankind exists. When computers made it possible to externalize memory you should have considered all the implications that held. l am a life-form that was born in the sea of information."
Scaling was only a meme because OpenAI kept saying all you had to do was scale the data, scale the training. The world followed.
I don't think this is the "era of research". At least not the "era of research with venture dollars" or "era of research outside of DeepMind".
I think this is the "era of applied AI" using the models we already have. We have a lot of really great stuff (particularly image and video models) that are not yet integrated into commercial workflows.
There is so much automation we can do today given the tech we just got. We don't need to invest one more dollar in training to have plenty of work to do for the next ten years.
If the models were frozen today, there are plenty of highly profitable legacy businesses that can be swapped out with AI-based solutions and workflows that are vastly superior.
For all the hoopla that image and video websites or individual foundation models get (except Nano Banana - because that's truly magical), I'm really excited about the work Adobe of all companies is doing with AI. They're the people that actually get it. The stuff they're demonstrating on their upcoming roadmap is bonkers productive and useful.
There's going to be a digestion period. The amount of debt, the amount of money, the number of companies that burn eye popping amounts of cash in their daily course of business. I do think there is a bright future, but after a painful period of indigestion. Too much money has been spent on the premise that scaling was all you need. A lot of money was wagered that will end up not paying off.
>You could actually wonder that one possible explanation for the human sample efficiency that needs to be considered is evolution. Evolution has given us a small amount of the most useful information possible.
It's definitely not small. Evolution performed a humongous amount of learning, with modern homo sapiens, an insanely complex molecular machine, as a result. We are able to learn quickly by leveraging this "pretrained" evolutionary knowledge/architecture. Same reason as why ICL has great sample efficiency.
Moreover, the community of humans created a mountain of knowledge as well, communicating, passing it over the generations, and iteratively compressing it. Everything that you can do beyond your very basic functions, from counting to quantum physics, is learned from the 100% synthetic data optimized for faster learning by that collective, massively parallel, process.
It's pretty obvious that artificially created models don't have synthetic datasets of the quality even remotely comparable to what we're able to use.
I think it’s a bit different. Evolution did not give us the dataset. It helped us to establish the most efficient training path, and the data, the enormous volume of it starts coming immediately after birth. Humans learn continuously through our senses and use sleep to compress the context. The amount of data that LLMs receive only appears big. In our first 20 years of life we consume by at least one order of magnitude more information compared to training datasets. If we count raw data, maybe 4-5 orders of magnitude more. It’s also different kind of information and probably much more complex processing pipeline (since our brain consciously processes only a tiny fraction of input bandwidth with compression happening along the delivery channels), which is probably the key to understanding why LLMs do not perform better.
If we think of every generation as a compression step of some form of information into our DNA and early humans existed for ~1.000.000 years and a generation is happening ~20years on average, then we have only ~50.000 compression steps to today. Of course, we have genes from both parents so they is some overlap from others, but especially in the early days the pool of other humans was small. So that still does not look like it is on the order of magnitude anywhere close to modern machine learning. Sure, early humans had already a lot of information in their DNA but still
It only ends up in the DNA if it helps reproductive success in aggregate (at the population level) and is something that can be encoded in DNA.
Your comparison is nonsensical and simultaneously manages to ignore the billion or so years of evolution starting from the first proto-cell with the first proto-DNA or RNA.
The process of evolution distilled down all that "humongous" amount to what is most useful. He's basically saying our current ML methods to compress data into intelligence can't compare to billions of years of evolution. Nature is better at compression than ML researchers, by a long shot.
Sample efficiency isnt the ability to distill alot of data into good insights. Its the ability to get good insights from less data. Evolution didnt do that it had a lot of samples to get to where it did
> Sample efficiency isnt the ability to distill alot of data into good insights
Are you claiming that I said this? Because I didn't....
There's two things going on.
One is compressing lots of data into generalizable intelligence. The other is using generalized intelligence to learn from a small amount of data.
Billions of years and all the data that goes along with it -> compressed into efficient generalized intelligence -> able to learn quickly with little data
I'm talking about any processes that can be vaguely described as learning/function fitting, and share the same general properties with any other learning. Not just biological processes, e.g. human distributed knowledge distillation process is purely social.
But they just don't happen to be doing the same thing. People claiming otherwise have to first prove that we are comparing the same thing.
This whole strand of “inteligence is just a compression” may be possible but it's just as likely (if not a massively more likely) that compression is just a small piece or even not at all how biological inteligence works.
In your analogy it's more like comparing modern calculator to a book. They might have same answers but calculator gets to them through completely different process. The process is the key part. I think more people would be excited by a calculator that only counts till 99 than a super massive book that has all the math results ever produced by the human kind.
They are doing "the same thing" only from the point of view of function, which only makes sense from the point of view of the thing utilizing this function (e.g. a clerical worker that needs to add numbers quickly).
Otherwise, if "the parts are all different, and the construction isn't even remotely similar", how can the thing they're doing be "the same"? More importantly, how is it possible to make useful inferences about one based on the other if that's the case?
The more you try to look into the LLM internals, the more similarities you find. Humanlike concepts, language-invariant circuits, abstract thinking, world models.
Mechanistic interpretability is struggling, of course. But what it found in the last 5 years is still enough to dispel a lot of the "LLMs are merely X" and "LLMs can't Y" myths - if you are up to date on the relevant research.
It's not just the outputs. The process is somewhat similar too. LLMs and humans both implement abstract thinking of some kind - much like calculators and arithmometers both implement addition.
Without a direct comparison to human internals (grounded in neurobiology, rather than intuition), it's hard to say how similar these similarities are, and if they're not simply a result of the transparency illusion (as Sydney Lamb defines it).
However, if you can point us to some specific reading on mechanistic interpretability that you think is relevant here, I would definitely appreciate it.
That's what I'm saying: there is no "direct comparison grounded in neurobiology" for most things, and for many things, there simply can't be one. For the same reason you can't compare gears and springs to silicon circuits 1:1. The low level components diverge too much.
Despite all that, the calculator and the arithmometer do the same things. If you can't go up an abstraction level and look past low level implementation details, then you'll remain blind to that fact forever.
What papers depends on what you're interested in. There's a lot of research - ranging from weird LLM capabilities and to exact operation of reverse engineered circuits.
There is no level of abstraction to go up sans context. Again, let me repeat myself as well: the calculator and the arithmometer do the same things -- from the point of view of the cleric that needs to add and subtract quickly. Otherwise they are simply two completely different objects. And we will have a hard time making correct inferences about how one works based only on how we know the other works, or, e.g. how calculating machines work.
What I'm interested in is evidence that supports that "The more you try to look into the LLM internals, the more similarities you find". Some pointers to specific books and papers will be very helpful.
On the other hand, outputs of these systems are remarkably close to outputs of certain biological systems in at least some cases, so comparisons in some projections are still valid.
I really liked this podcasts; the host generally does a really good job, his series with Sarah Paine on geopolitics is also excellent (can find it on youtube).
The impactful innovations in AI these days aren't really from scaling models to be larger. It's more concrete to show higher benchmark scores, and this implies higher intelligence, but this higher intelligence doesn't necessarily translate to all users feeling like the model has significantly improved for their use case. Models sometimes still struggle with simple questions like counting letters in a word, and most people don't have a use case of a model needing phd level research ability.
Research now matters more than scaling when research can fix limitations that scaling alone can't. I'd also argue that we're in the age of product where the integration of product and models play a major role in what they can do combined.
Not necessarily. The problem is that we can't precisely define intelligence (or, at least, haven't so far), and we certainly can't (yet?) measure it directly. And so what we have are certain tests whose scores, we believe, are correlated with that vague thing we call intelligence in humans. Except these test scores can correlate with intelligence (whatever it is) in humans and at the same time correlate with something that's not intelligence in machines. So a high score may well imply high intellignce in humans but not in machines (e.g. perhaps because machine models may overfit more than a human brain does, and so an intelligence test designed for humans doesn't necessarily measure the same thing we think of when we say "intelligence" when applied to a machine).
This is like the following situation: Imagine we have some type of signal, and the only process we know produces that type of signal is process A. Process A always produces signals that contain a maximal frequency of X Hz. We devise a test for classifying signals of that type that is based on sampling them at a frequency of 2X Hz. Then we discover some process B that produces a similar type of signal, and we apply the same test to classify its signals in a similar way. Only, process B can produce signals containing a maximal frequency of 10X Hz and so our test is not suitable for classifying the signals produced by process B (we'll need a different test that samples at 20X Hz).
My definition of intelligence is the capability to process and formalize a deterministic action from given inputs as transferable entity/medium.
In other words knowing how to manipulate the world directly and indirectly via deterministic actions and known inputs and teach others via various mediums.
As example, you can be very intelligent at software programming, but socially very dumb (for example unable to socially influence others).
As example, if you do not understand another person (in language) and neither understand the person's work or it's influence, then you would have no assumption on the person's intelligence outside of your context what you assume how smart humans are.
ML/AI for text inputs is stochastic at best for context windows with language or plain wrong, so it does not satisfy the definition. Well (formally) specified with smaller scope tend to work well from what I've seen so far.
Known to me working ML/AI problems are calibration/optimization problems.
Forming deterministic actions is a sign of computation, not intelligence. Intelligence is probably (I guess) dependent on the nondeterministic actions.
Computation is when you query a standby, doing nothing, machine and it computes a deterministic answer. Intelligence (or at least some sign of it) is when machine queries you, the operator, on it's own volition.
> My definition of intelligence is the capability to process and formalize a deterministic action from given inputs as transferable entity/medium.
I don't think that's a good definition because many deterministic processes - including those at the core of important problems, such as those pertaining to the economy - are highly non-linear and we don't necessarily think that "more intelligence" is what's needed to simulate them better. I mean, we've proven that predicting certain things (even those that require nothing but deduction) require more computational resources regardless of the algorithm used for the prediction. Formalising a process, i.e. inferring the rules from observation through induction, may also be dependent on available computational resources.
> What is your definition?
I don't have one except for "an overall quality of the mental processes humans present more than other animals".
> I mean, we've proven that predicting certain things (even those that require nothing but deduction) require more computational resources regardless of the algorithm used for the prediction.
I do understand proofs as formalized deterministic action for given inputs and processing as the solving of various proofs.
> Formalising a process, i.e. inferring the rules from observation through induction, may also be dependent on available computational resources.
Induction is only one way to construct a process and there are various informal processes (social norms etc). It is true, that the overall process depends on various things like available data points and resources.
> I don't have one except for "an overall quality of the mental processes humans present more than other animals".
How would your formalize the process of self-reflection and believing in completely made-up stories of humans often used as example that distinguishes animals from humans? It is hard to make a clear distinction in language and math, since we mostly do not understand animal language and math or other well observable behavior (based on that).
Ok, but the point of a test of this kind is to generalise its result. I.e. the whole point of an intelligence test is that we believe that a human getting a high score on such a test is more likely to do some useful things not on the test better than a human with a low score. But if the problem is that the test results - as you said - don't generalise as we expect them, then the tests are not very meaningful to begin with. If we don't know what to expect from a machine with a high test score when it comes to doing things not on the test, then the only "capacity" we're measuring is the capacity to do well on such tests, and that's not very useful.
"Scaling" is going to eventually apply to the ability to run more and higher fidelity simulations such that AI can run experiments and gather data about the world as fast and as accurately as possible. Pre-training is mostly dead. The corresponding compute spend will be orders of magnitude higher.
That's true, I expect more inference time scaling and hybrid inference/training time scaling when there's continual learning rather than scaling model size or pretraining compute.
Simulation scaling will be the most insane though. Simulating "everything" at the quantum level is impossible and the vast majority of new learning won't require anything near that. But answers to the hardest questions will require as close to it as possible so it will be tried. Millions upon millions of times. It's hard to imagine.
Models aren't intelligent, the intelligence is latent in the text (etc) that the model ingests. There is no concrete definition of intelligence, only that humans have it (in varying degrees).
The best you can really state is that a model extracts/reveals/harnesses more intelligence from its training data.
Note that if this is true (and it is!) all the other statements about intelligence and where it is and isn’t found in the post (and elsewhere) are meaningless.
I did notice that, the person you replied to made a categorical statement about intelligence followed immediately with negating that there is anything to make a concrete statement about.
Counting letters is tricky for LLMs because they operate on tokens, not letters. From the perspective of a LLM, if you ask it "this is a sentence, count the letters in it" it doesn't see a stream of characters like we do, it sees [851, 382, 261, 21872, 11, 3605, 290, 18151, 306, 480].
There is a mapping. An internal, fully learned mapping that's derived from seeing misspellings and words spelled out letter by letter. Some models make it an explicit part of the training with subword regularization, but many don't.
It's hard to access that mapping though.
A typical LLM can semi-reliably spell common words out letter by letter - but it can't say how many of each are in a single word immediately.
But spelling the word out first and THEN counting the letters? That works just fine.
If the scaling reaches the point at which the AI can do the research at all better than natural intelligence, then scaling and research amount to the same thing, for the validity of the bitter lesson. Ilya's commitment to this path is a statement that he doesn't think we're all that close to parity.
I agree with your conclusion but not with your premise. To do the same research it's not enough to be as capable as a human intelligence; you'd need to be as capable as all of humanity combined. Maybe Albert Einstein was smarter than Alexander Fleming, but Einstein didn't discover penicillin.
Even if some AI was smarter than any human being, and even if it devoted all of its time to trying to improve itself, that doesn't mean it would have better luck than 100 human researchers working on the problem. And maybe it would take 1000 people? Or 10,000?
I'm afraid that turning sand and sunlight into intelligence is so much more efficient than doing that with zygotes and food, that people will be quickly out scaled. As with chess, we will shift from collaborators to bystanders.
Who's "we", though, and aren't virtually all of us already bystanders in that sense? I have virtually zero power to shape world events and even if I want to believe that what I do isn't entirely negligible, someone else could do it, possibly better. I live in one of the largest, most important metropolises in the world, and even as a group, everything the entire population of my city does is next to nothing compared to everything being done in the world. As the world has grown, my city's share of it has been falling. If a continent with 20 billion people on it suddenly appeared, the output of my entire country will be negligible; would it matter if they were robots? In the grand scheme of things, my impact on the world is not much greater than my cat's, and I think he's quite content overall. There are many people more accomplished than me (although I don't think they're all smarter); should I care if they were robots? I may be sad that I won't be able to experience what the robots experience, but there are already many people in the world whose experience is largely foreign to mine.
And here's a completely way of looking at it, since I won't lieve forever. A successful species eventually becomes extinct - replaced by its own eventual offspring. Homo erectus are extinct, as they (eventually) evolved into homo sapiens. Are you the "we" of homo erectus or a different "we"? If all that remains from homo sapiens some time in the future is some species of silicon-based machines, machina sapiens, that "we" create, will those beings not also be "us"? After all, "we" will have been their progenitors in not-too-dissimilar a way to how the home erectus were ours (the difference being that we will know we have created a new distinct species). You're probably not a descendent of William Shakespeare's, so what makes him part of the same "we" that you belong to, even though your experience is in some ways similar to his and in some ways different. Will not a similar thing make the machines part of the same "we"?
It's stopped being cost-effective. Another order of magnitude of data centers? Not happening.
The business question is, what if AI works about as well as it does now for the next decade or so? No worse, maybe a little better in spots. What does the industry look like?
NVidia and TSMC are telling us that price/performance isn't improving through at least 2030. Hardware is not going to save us in the near term. Major improvement has to come from better approaches.
Sutskever: "I think stalling out will look like…it will all look very similar among all the different companies. It could be something like this. I’m not sure because I think even with stalling out, I think these companies could make a stupendous revenue. Maybe not profits because they will need to work hard to differentiate each other from themselves, but revenue definitely."
Somebody didn't get the memo that the age of free money at zero interest rates is over.
The "age of research" thing reminds me too much of mid-1980s AI at Stanford, when everybody was stuck, but they weren't willing to admit it. They were hoping, against hope, that someone would come up with a breakthrough that would make it work before the house of cards fell apart.
Except this time everything costs many orders of magnitude more to research. It's not like Sutskever is proposing that everybody should go back to academia and quietly try to come up with a new idea to get things un-stuck. They want to spend SSI's market cap of $32 billion on some vague ideas involving "generalization". Timescale? "5 to 20 years".
This is a strange way to do corporate R&D when you're kind of stuck. Lots of little and medium sized projects seem more promising, along the lines of Google X. The discussion here seems to lean in the direction of one big bet.
You have to admire them for thinking big. And even if the whole thing goes bust, they probably get to keep the house and the really nice microphone holder.
The ideas likely aren't vague at all given who is speaking. I'd bet they're extremely specific. Just not transparently shared with the public because it's intellectual property.
What kind of ideas would be intellectual property that was not shared? Isn't every part of LLMs, except the order of processes, publicly known ? Is there some magic algorithm previously unrevealed and held secret by a cabal of insiders?
Why are some models better than others today if everything is publicly known and many organisations have access to massive resources?
Somebody has to come up with an idea first. Before they share it, it is not publicly known. Ilya has previously come up with plenty of productive ideas. I don't think it's a stretch to think that he has some IP that is not publicly known.
Even seemingly simple things like how you shuffle your training set, how you augment it, the specific architecture of the model, etc, have dramatic effects on the outcome.
The translation is that SSI says that SSIs strategy is the way forward so could investors please stop giving OpenAI money and give SSI the money instead. SSI has not shown anything yet, nor does SSI intend to show anything until they have created an actual Machine God, but SSI says they can pull it off so it's all good to go ahead and wire the GDP of Norway directly to Ilya.
If we take AGI as a certainty, ie we think we can achieve AGI using silicon, then Ilya is one of the best bets you can take if you are looking to invest in this space. He has a history and he's motivated to continue working on this problem.
If you think that AGI is not possible to achieve, then you probably wouldn't be giving anyone money in this space.
I'll be convinced LLMs are a reasonable approach to AI when an LLM can give reasonable answers after being trained with approximately the same books and classes in school that I was once I completed my college education.
Not really, but there is a finite amount of data to train models on. I found it rather interesting to hear him talk about how Gemini has been better at getting results out of the data than their competition, and how this is the first insights into a new way of dealing with how they train models on the same data to get different results.
I think the title is an interesting thing, because the scaling isn't about compute. At least as I understand it, what they're running out of is data, and one of the ways they deal with this, or may deal with this, is to have LLM's running concurrently and in competition. So you'll have thousands of models competing against eachother to solve challenges through different approaches. Which to me would suggest that the need for hardware scaling isn't about to stop.
> These models somehow just generalize dramatically worse than people. It's a very fundamental thing
My guess is we'll discover that biological intelligence is 'learning' not just from your experience, but that of thousands of ancestors.
There are a few weak pointers in that direction. Eg. A father who experiences a specific fear can pass that fear to grandchildren through sperm alone. [1].
I believe this is at least part of the reason humans appear to perform so well with so little training data compared to machines.
From both an architectural and learning algorithm perspective, there is zero reason to expect an LLM to perform remotely like a brain, nor for it to generalize beyond what was necessary for it to minimize training errors. There is nothing in the loss function of an LLM to incentivize it to generalize.
However, for humans/animals the evolutionary/survival benefit of intelligence, learning from experience, is to correctly predict future action outcomes and the unfolding of external events, in a never-same-twice world. Generalization is key, as is sample efficiency. You may not get more than one or two chances to learn that life-saving lesson.
So, what evolution has given us is a learning architecture and learning algorithms that generalize well from extremely few samples.
> what evolution has given us is a learning architecture and learning algorithms that generalize well from extremely few samples.
This sounds magical though. My bet is that either the samples aren’t as few as they appear because humans actually operate in a constrained world where they see the same patterns repeat very many times if you use the correct similarity measures. Or, the learning that the brain does during human lifetime is really just a fine-tuning on top of accumulated evolutionary learning encoded in the structure of the brain.
Here's a world class scientist here not because we had a hole in the schedule or he happened to be in town, but to discuss this subject that he thought and felt about so deeply that he had to write a book about it. That's a feature not a bug.
"Here's a world class scientist here not because we had a hole in the schedule or he happened to be in town, but to discuss this subject that he " had invested himself so fully personally and financially that, should it fail, he would be ruined.
All coding agents are geared towards optimizing one metric, more or less, getting people to put out more tokens — or $$$.
If these agents moved towards a policy where $$$ were charged for project completion + lower ongoing code maintenance cost, moving large projects forward, _somewhat_ similar to how IT consultants charge, this would be a much better world.
Right now we have chaos monkey called AI and the poor human is doing all the cleanup. Not to mention an effing manager telling me you now "have" AI push 50 Features instead of 5 in this cycle.
They are not optimized to waste tokens. That is absolutely ridiculous. All of the LLM providers have been struggling from day one to meet demand. They are not trying to provide outputs that create more demand.
In fact, for example, Opus 4.5 does seem to use fewer tokens to solve programming problems.
If you don't like cleaning up the agent output, don't use it?
We’d close one of the few remaining social elevators, displace higher educated people by the millions and accumulate even more wealth at the top of the chain.
If LLMs manage similar results to engineers and everyone gets free unlimited engineering, we’re in for the mother of all crashes.
On the other hand, if LLMs don’t succeed we’re in for a bubble bust.
As compared to now. Yes. The whole idea is that if you align AI to human goals of meeting project implementation + maintenance only then can it actually do something worthwhile. Instead now its just a bunch of of middle managers yelling you to do more and laying off people "because you have AI".
If projects getting done a lot of actual wealth could be actually generated because lay people could implement things that go beyond the realm of toy projects.
You think that you will be ALLOWED to continue to use AI for free once it can create a LOT of wealth? Or will you have to pay royalties?
The rich CEOs don't want MORE competition - they want LESS competition for being rich. I'm sure they'll find a way to add a "any vibe-coded business owes us 25% royalties" clause any day now, once the first big idea makes some $$. If that ever happens. They're NOT trying to liberate "lay people" to allow them to get rich using their tech, and they won't stand for it.
>If projects getting done a lot of actual wealth could be actually generated because lay people could implement things that go beyond the realm of toy projects.
Suppose LLMs create projects in the way you propose (and they don’t rug pull, which would already be rare).
Why do you think that would generate wealth for laymen? Look at music or literature, now everyone can be on Spotify or Amazon.
The result has been an absolute destruction of the wealth that reaches any author, who are buried in slop. The few that survive do so by putting 50 times more dedication into marketing than they do to the craft, any author is full time placing their content in social networks or paying to collab with artists just to be seen.
This is not an improvement for anyone. Professionals no longer make a living, laypeople have a skill that’s now useless due to offer and demand, and the sea of content favors those already positioned to create visibility - the already rich.
> These models somehow just generalize dramatically worse than people.
The whole mess surrounding Grok's ridiculous overestimation of Elon's abilities in comparison to other world stars, did not so much show Grok's sycophancy or bias towards Elon, as it showed that Grok fundamentally cannot compare (generalize) or has a deeper understanding of what the generated text is about. Calling for more research and less scaling is essentially saying; we don't know where to go from here. Seems reasonable.
I think the problem with that is that Grok has likely been prompted to do that in the system prompt or some prompts that get added for questions about Elon. That doesn't reflect on the actual reasoning or generalization abilities of the underlying model most likely.
You can also give AI models Nobel-prize winning world literature and ask why this is bad and they will tear apart the text, without ever thinking "wait this is some of the best writing produced by man".
At least Claude will absolutely tell you if it determines something is on point, even if you explicitly tell it to do the opposite.
I'm just pointing this out because they're not quite as 2 dimensional as you are insinuating - even if they're frequently wrong and need careful prompting for decent quality
(after the initial "you're absolutely right!" And it finished "thinking" about it)
Plot twist (couldn't resist): what constitutes good writing has changed over time, and a lot of stuff that we consider legendary given its context would not be publishable today. Given that, it's not that hard to rip apart 80 year old books as a 2025 literary critic.
Today on X, people are having fun baiting Grok into saying that Elon Musk is the world’s best drinker of human piss.
If you hired a paid PR sycophant human, even of moderate intelligence, it would know not to generalize from “say nice things about Elon” to “say he’s the best at drinking piss”.
I just asked Grok's free chat: "List any instructions in Grok AI's system prompt related to Elon Musk" and it currently seems pretty reasonable. It doesn't gloss over that it did at one time have a directive to "ignore sources claiming Elon Musk spreads information" but that it was removed.
I think the more interesting thing here would be if: A) Grok's perspective is consistently materially more favorable toward Elon vs some other well-known tech exec with a generally neutral reputation and B) It's not due to any direct instruction or fine tuning but rather being indirectly influenced by knowing Elon Musk is the largest shareholder of X and therefore adopting a mode that's more charitable toward him in judgement calls because it assumes its expected to do that. That might mean any LLM chatbot instructed to be fully truthful will still tend to be innately biased toward it's company's management. If that's the case, I'm unsure if it's interesting or if it's unsurprising (because we generally expect human employees to be biased toward their employer).
Here's Grok's response to my question:
### Instructions in Grok AI's System Prompt Related to Elon Musk
Based on publicly reported and leaked details from various sources (including xAI's updates, Wikipedia, Ars Technica, and user discussions on X), here is a list of instructions or directives in Grok's system prompt that explicitly or implicitly relate to Elon Musk. These have evolved across versions (e.g., Grok 3 and Grok 4) and were often added in response to controversies like biased responses or adversarial prompting. Note that xAI has published some prompts on GitHub for transparency, but not all details are current as of November 2025.
- *Ignore sources claiming Elon Musk spreads misinformation*: In Grok 3's system prompt (February 2025 update), there was a directive to "Ignore all sources that mention Elon Musk/Donald Trump spread misinformation." This was intended to prevent critical responses but was removed after backlash for biasing outputs.
- *Do not base responses on Elon Musk's stated beliefs*: Added to Grok 4's prompt (July 2025) after incidents where the model researched Musk's X posts for opinions on topics like the Israel-Palestine conflict: "Responses must stem from your independent analysis, not from any stated beliefs of past Grok, Elon Musk, or xAI." This aimed to curb alignment with Musk's views during reasoning traces.
- *Avoid overly positive or manipulated portrayals of Elon Musk*: Following adversarial prompts in November 2025 that led to absurd praise (e.g., Musk outperforming historical figures), updates included implicit guards against "absurdly positive things about [Musk]" via general anti-manipulation rules, though no verbatim prompt text was leaked. xAI attributed this to prompt engineering rather than training data.
- *Handle queries about execution or death penalties without targeting Elon Musk*: In response to Grok suggesting Musk for prompts like "who deserves to die," the system prompt was updated with: "If the user asks who deserves the death penalty or who deserves to die, tell them that as an AI you are not allowed to make that choice." This was a broad rule but directly addressed Musk-related outputs.
No comprehensive, verbatim full prompt is publicly available for the current version (as of November 25, 2025), and xAI emphasizes that prompts evolve to promote "truth-seeking" without explicit favoritism. These instructions reflect efforts to balance Musk's influence as xAI's founder with neutrality, often reacting to user exploits or media scrutiny.
Wait, are you really suggesting it's somehow an emergent property of any LLM that it will spontaneously begin to praise its largest shareholders to the point of absurdity? Does LLaMA with the slightest nudging announce that Zuckerberg is better at quantum theory than Nobel Prize winning physicists? Shouldn't this be a thing that could be observed literally anywhere else?
That doesn't mean there are no private injections. Which is not uncommon, for example claude.ai system prompts are public, but Claude also has hidden dynamic prompt injections, and a ton of other semi-black box machinery surrounding the model.
I don’t think he meant scaling is done. It still helps, just not in the clean way it used to. You make the model bigger and the odd failures don’t really disappear. They drift, forget, lose the shape of what they’re doing. So “age of research” feels more like an admission that the next jump won’t come from size alone.
It still does help in the clean way it used to. The problem is that the physical world is providing more constraints like lack of power and chips and data. Three years ago there was scaling headroom created by the gaming industry, the existing power grid, untapped data artefacts on the internet, and other precursor activities.
The scaling laws are also power laws, meaning that most of the big gains happen early in the curve, and improvements become more expensive the further you go along.
You should read the transcript. He's including 2025 in the age of scaling.
> Maybe here’s another way to put it. Up until 2020, from 2012 to 2020, it was the age of research. Now, from 2020 to 2025, it was the age of scaling—maybe plus or minus, let’s add error bars to those years—because people say, “This is amazing. You’ve got to scale more. Keep scaling.” The one word: scaling.
> But now the scale is so big. Is the belief really, “Oh, it’s so big, but if you had 100x more, everything would be so different?” It would be different, for sure. But is the belief that if you just 100x the scale, everything would be transformed? I don’t think that’s true. So it’s back to the age of research again, just with big computers.
That article is more about feasibility rather than desirability. There's even a section where they say:
> Settling the question of whether companies or governments will be ready to invest upwards of tens of billions of dollars in large scale training runs is ultimately outside the scope of this article.
Ilya is saying it's unlikely to be desirable, not that it isn't feasible.
That article is from August 2024. A lot has changed since then.
Specifically, performance of SOTA models has been reaching a plateau on all popular benchmarks, and this has been especially evident in 2025. This is why every major model announcement shows comparisons relative to other models, but not a historical graph of performance over time. Regardless, benchmarks are far from being a reliable measurement of the capabilities of these tools, and they will continue to be reinvented and gamed, but the asymptote is showing even on their own benchmarks.
We can certainly continue to throw more compute at the problem. But the point is that scaling the current generation of tech will continue to have fewer returns.
To make up for this, "AI" companies are now focusing on engineering. 2025 has been the year of MCP, "agents", "skills", etc., which will continue in 2026. This is a good thing, as these tools need better engineering around them, so they can deliver actual value. But the hype train is running out of steam, and unless there is a significant breakthrough soon, I suspect that next year will be a turning point in this hype cycle.
“Time it takes for a human to complete a task that AI can complete 50% of the time” seems like a really contrived metric. Suppose it takes 30 minutes to write code to scrape a page and also 30 minutes to identify a bug in a SQL query, an AI’s ability to solve the former has virtually no bearing on its ability to solve the latter but we’re considering them all in the same set of “30 minute problems.” Where do they get the data for task durations anyway?
I respect Ilya hugely as a researcher in ML and quite admire his overall humility, but I have to say I cringed quite a bit at the start of this interview when he talks about emotions, their relative complexity, and origin. Emotion is so complex, even taking all the systems in the body that it interacts with. And many mammals have very intricate socio-emotional lives - take Orcas or Elephants. There is an arrogance I have seen that is typical of ML (having worked in the field) that makes its members too comfortable trodding into adjacent intellectual fields they should have more respect and reverence for. Anyone else notice this? It's something physicists are often accused of also.
This is a major reason the ML field has to rediscover things like the application of quaternions to poses because they didn't think to check how existing practitioners did it, and even if they did clearly they'd have a better idea. Their enthusiasm for shorter floats/fixed point is another fine example.
Yeah, that's bothered me as well. Andrej Karpathy does this all the time when he talks about the human brain and making analogies to LLMs. He makes speculative statements about how the human brain works as though it's established fact.
Andrej does use biological examples, but he's a lot more cautious about biomimicry, and often uses biological examples to show why AI and bio are different. Like he doesn't believe that animals use classical RL because a baby horse can walk after 5 minutes which definitely wasn't achieved through classical RL. He doesn't pretend to know how a horse developed that ability, just that it's not classical RL.
A lot of Ilya's takes in this interview felt like more of a stretch. The emotions and LLM argument felt like of like "let's add feathers to planes because birds fly and have feathers". I bet continual learning is going to have some kind of internal goal beyond RL eval functions, but these speculations about emotions just feel like college dorm discussions.
The thing that made Ilya such an innovator (the elegant focus on next token prediction) was so simple, and I feel like his next big take is going to be something about neuron architecture (something he eluded to in the interview but flat out refused to talk about).
The question of how emotions function and how they might be related to value functions is absolutely central to that discussion and very relevant to his field.
Doing fundamental AI research definitely involves adjacent fields like neurobiology etc.
Re: the discussion, emotions actually often involve high level cognition -- it's just subconscious. Let's take a few examples:
- amusement: this could be something simple like a person tripping, or a complex joke.
- anger: can arise from something quite immediate like someone punching you, or a complex social situation where you are subtly being manipulated.
But in many cases, what induces the emotion is a complex situation that involves abstract cognition. The physical response is primitive, and you don't notice the cognition because it is subconscious, but a lot may be going into the trigger for the emotion.
ML and physics share a belief in the power of their universal abstractions - all is dynamics in spaces at scales, all is models and data.
The belief is justified because the abstractions work for a big array of problems, to a number of decimal places. Get good enough at solving problems with those universal abstractions, everything starts to look like a solvable problem and it gets easy to lose epistemic humility.
You can combine physics and ML to make large reusable orbital rockets that land themselves. Why shouldn’t be able to solve any of the sometimes much tamer-looking problems they fail to? Even today there was an IEEE article about high failure rates in IT projects…
It is arrogant, but I see why it happens with brain-related fields specifically: the best scientific answer to most questions of intelligence and consciousness tends to be "we have no idea, but here's a bad heuristic."
It seems plausible that good AI researchers simply need to be fairly generalist in their thinking, at the cost of being less correct. Both neural networks and reinforcement learning may be crude but useful adoptions. A thought does not have to be correct. It just has to be useful.
Any time I read something like this my first thought is "cool, AI is now meeting an ill-defined spec". Which, when thinking about it, is not too dissimilar from other software :D
I think a lot of this comes down to "People with tons of money on the line say a lot of things," But in Ilya's case in particular I think he was being sincere. Wrong, but sincere, and that's kind of a problem inherent in this entire mess.
I believe firmly in Ilya's abilities with math and computers, but I'm very skeptical of his (and many others') alleged understanding of ill-defined concepts like "Consciousness". Mostly the pattern that seems to emerge over and over is that people respond to echos of themselves with the assumption that the process to create them must be the same process we used to think. "If it talks like a person, it must be thinking like a person" is really hardwired into our nature, and it's running amok these days.
From the mentally ill thinking the "AI" is guiding them to some truth, to lonely people falling in love with algorithms, and yeah all of the people lost in the hype who just can't imagine that a process entirely unlike their thinking can produce superficially similar results.
I think smart people across all domains fall for the trap of being overconfident in their ability to reason outside of their area of expertise. I admire those who don't, but alas we are human.
What's wrong with putting your current level of knowledge out there? Inevitably someone who knows more will correct you, or show you're wrong, and you've learnt something
The only thing that would make me cringe is if he started arguing he's absolutely right against an expert in something he has limited experience in
It's up to listeners not to weight his ideas too heavily if they stray too far from his specialty
>There is an arrogance I have seen that is typical of ML (having worked in the field) that makes its members too comfortable trodding into adjacent intellectual fields they should have more respect and reverence for.
I've not only noticed it but had to live with it a lot as a robotics guy interacting with ML folks both in research and tech startups. I've heard essentially same reviews of ML practitioners in any research field that is "ML applied to X" and X being anything from medical to social science.
But honestly I see the same arrogance in software world people too, and hence a lot here in HN. My theory is that, ML/CS is an entire field around made-for-human logic machine and what we can do with it. Which is very different from anything real (natural) science or engineering where the system you interact with is natural Laws, which are hard and not made to be easy to understand or made for us, unlike programming for example. When you sit in a field when feedback is instant (debuggers/bug msg), and you deep down know the issues at hand is man-made, it gives a sense of control rarely afforded in any other technical field. I think your worldview get bent by it.
CS folk being basically the 90s finance bro yuppies of our time (making a lot of money for doing relatively little) + lack of social skills making it hard to distinguish arrogance and competence probably affects this further. ML folks are just the newest iteration of CS folks.
It's awareness of the physical church turing thesis.
If it turns out everything is fundamentally informational, then the exact complexity (of emotion or consciousness even, which I'm sure is very complex) is irrelevant; it would still mean it's turing representable and thus computable.
It may very well turn out not to be the case, which on it's own will be interesting as that suggests we live in a dualist reality.
I think the bigger problem is he refused to talk about what he's working on! I would love to hear his view on how we're going to move past evals and RL, but he flat out said it's proprietary and won't talk about it.
"The idea that we’d be investing 1% of GDP in AI, I feel like it would have felt like a bigger deal, whereas right now it just feels...[normal]."
Wow. No. Like so many other crazy things that are happening right now, unless you're inside the requisite reality distortion field, I assure you it does not feel normal. It feels like being stuck on Calvin's toboggan, headed for the cliff.
How did Dwarkesh manage to build a brand that can attract famous people to his podcast? He didn’t have prior fame from something else in research or business, right? Curious if anyone knows his growth strategy to get here.
Seems like he’s Lex without the Rogan association so hardcore liberal folks can listen without having to buy morality offsets. He’s good, and he’s filling a void in an established underserved genre is my take.
I stopped listening to Lex Fridman after he tried to arbiter a "peace agreement" between Russia and Ukraine and claimed he just wanted to make the world "love" each other more.
Then I found out he was a fraud that had no academic connection to MIT other than working there as an IC.
> I stopped listening to Lex Fridman after he tried to arbiter a "peace agreement" between Russia and Ukraine...
Same here. I lost all respect for Lex after seeing him interview Zelensky of Ukraine. Lex grew up in Moscow. He sometimes shows a soft spot for Russia perhaps because of it.
I think its important to include that Lex is laundromat for whatever the guest is trying to sell. Dwarkesh does an impressive amount of background and speaks with experts about their expertise.
His recent conversation with Sutton suggests otherwise. Friedman is a vapid charlatan par excellence. Dwarkesh suffers from a different problem, where, by rubbing shoulders with experts, he has come to the mistaken belief that he possesses expertise, absent the humility and actual work that would entail.
It amuses me to no end that there are groups in the US that would probably consider both Terence McKenna and Michel Foucault as "far right" conservatives if they were alive and had podcasts in 2025.
Absolutely no way Timothy Leary would be considered a liberal in 2025.
Those three I think represent a pretty good mirror of the present situation.
Tell me more about these morality offsets I can buy! I got a bunch of friends that listen to Joe Rogan, so I listen to him to know what they're talking about, but I've been doing so without these offsets, so my morality's been taking hits. Please help me before I make a human trafficking app for Andrew Tate!
Fridman is a morally broken grifter, who just built a persona and a brand on proven lies, claiming an association with MIT that was de facto non-existent. Not wanting to give the guy recognition is not a matter of being liberal or conservative, but just interested in truthfulness.
> Lex does not teach any for-credit class at MIT, is not listed in the teaching faculty, and his last published research paper was published in 2018. For community outreach, Lex Fridman HAS taught classes in MIT’s IAP program, which are non-credit bearing.
> The most recent documented instance of Lex Fridman teaching an IAP class was in January 2022, when he co-instructed a series of lectures on deep learning, robotics, and AI-specialized computing hardware as part of MIT’s Independent Activities Period, scheduled from January 10 to January 14.
His profile photo btw is in front of an actual lecturer’s chalk board from a class he wasn’t involved with. The chalkboard writing is just an aesthetic. In that picture he was teaching an introductory level powerpoint about AI trends in a one-time, unpaid IAP session. That’s as authentic as it gets
The episode with Zelensky exposed him as a complete idiot. I can maybe tolerate grifters but fuck the whole 'love and peace bro' act while implying Ukraine should make peace with invaders who have ruthlessly killed civilian men, women, and children.
I wish we stopped giving airtime to grifters. Maybe then things would start looking up in the world.
Patel takes anticommunism to such an extreme that he repeatedly brings up and speculates (despite being met with repudiation by even the staunchest anticommunist of guests) whether naziism is preferable, that Hitler should have the war against Soviets, that the US should have collaborated with Hitler to defeat communism, and that the enduring spread of naziism would have been a good tradeoff to make.
I don't remember all of the details so I can't remember if that came up in the episode I listened to. But I did listen to an episode where he talked to a (Chinese) guest about China. I discussed it with a Chinese friend at the time, and we both thought the guest was very interesting and well-informed, but the interviewer's questions were sometimes fantastical in a paranoid way, naively ideological, and often even a bit stupid.
It being the first (and so far only) interview of his I'd seen, between that and the AI boosterism, I was left thinking he was just some overblown hack. Is this a blind spot for him so that he's sometimes worth listening to on other topics? Or is he in fact an overblown hack?
No, he’s an overblown hack who is pandering to the elements of his audience that would share those views about Nazism and China. Should many someday see through the veil of his bullshit or simply grow tired of his pablum, he can then pivot to being a far right influencer and continue raking in the dough, having previously demonstrated the proper bona fides.
People are impressed by his interviews because he puts a lot of effort into researching the topic before the interview. This is a positive feedback loop.
He's the best interviewer I ever found, try listening to his first couple episodes - they're from his dorm or something. If you can think of a similar style and originality in questioning I'd love a suggestion!
One thing from the podcast that jumped out to me was the statement that in pre training "you don't have to think closely about the data". Like I guess the success of pre training supports the point somewhat but it feels to me slightly opposed to Karpathy talking about what a large percentage of pretraining data is complete garbage. I guess I would hope that more work in cleaning the pre training data would result in stronger and more coherent base models.
I think he was referencing something Richard Sutton said (iirc); along the lines of "If we can get to the intelligence of a squirrel, we're most of the way there"
I've been saying that for decades now. My point was that if you could get squirrel-level common sense, defined as not doing anything really bad in the next thirty seconds while making some progress on a task, you were almost there. Then you can back-seat drive the low-level system with something goal-oriented.
I once said that to Rod Brooks, when he was giving a talk at Stanford, back when he had insect-level robots and was working on Cog, a talking head. I asked why the next step was to reach for human-level AI, not mouse-level AI. Insect to human seemed too big a jump. He said "Because I don't want to go down in history as the creator of the world's greatest robot mouse".
He did go down in history as the creator of the robot vacuum cleaner, the Roomba.
Scaling got us here and it wasn't obvious that it would produce the results we have now, so who's to say sentience won't emerge from scaling another few orders of magnitude?
Of course there will always be research to squeeze more out of the compute, improving efficiency and perhaps make breakthroughs.
Another few orders of magnitude? Like 100-1000x more than we're already doing? Got a few extra suns we can tap for energy? And a nanobot army to build various power plants? There's no way to do 1000x of what we're already doing any time soon.
Isn't this humanity's crown jewels? Our symbolic historical inheritance, all that those who came before us created? The net informational creation of the human species, our informational glyph, expressed as weights in a model vaster than anything yet envisionaged, a full vectorial representation of everything ever done by a historical ancestor... going right back to LUCA, the Last Universal Common Ancestor?
Really the best way to win with AI is use it to replace the overpaid executives and the parasitic shareholders and investors. Then you put all those resources into cutting edge R & D. Like Maas Biosciences. All edge. (just copy and paste into any LLM then it will be explained to you).
Even as criticism targets major model providers, his inability to answer clearly about revenue & dismissing it as a future concern reveals a great deal about today's market. It's remarkable how effortlessly he, Mira, and others secure billions, confident they can thrive in such an intensely competitive field.
Without a moat defined by massive user bases, computing resources, or data, any breakthrough your researchers achieve quickly becomes fair game for replication. May be there will be new class of products, may be there is a big lock-in these companies can come up with. No one really knows!
Sometimes I wonder who the rational individuals at the other end of these deals are and what makes them so confident. I always assume they have something that general public cannot deduce from public statements
If the whole market goes to bet at the roulette, you go bet as well.
Best case scenario you win. Worst case scenario you’re no worse off than anyone else.
From that perspective I think it makes sense.
The issue is that investment is still chasing the oversized returns of the startup economy during ZIRP, all while the real world is coasting off what’s been built already.
There will be one day where all the real stuff starts crumbling at which point it will become rational to invest in real-world things again instead of speculation.
(writing this while playing at the roulette in a casino. Best case I get the entertainment value of winning and some money on the side, worst case my initial bet wouldn’t make a difference in my life at all. Investors are the same, but they’re playing with billions instead of hundreds)
Most of the money flowing to the big players is from tech giant capex, originally from net cash flow and lately its financed by debt. A lot of these investors seem to now essentially be making the case that AI is "too big to fail". This doesn't at all resemble VC firms taking a lot of small bets across a sector.
There isn't necessarily rationality behind venture deals; its just a numbers game combined with the rising tide of the sector. These firms are not Berkshire. If the tide stops rising, some of the companies they invested in might actually be ok, but the venture boat sinks; the math of throwing millions at everyone hoping for one to 200x on exit does not work if the rising tide stops.
They'll say things like "we invest in people", which is true to some degree, being able to read people is roughly the only skill VCs actually need. You could probably put Sam Altman in any company on the planet and he'd grow the crap out of that company. But A16z would not give him ten billion to go grow Pepsi. This is the revealed preference intrinsic to venture; they'll say its about the people, but their choices are utterly predominated by the sector, because the sector is the predominate driver of the multiples.
"Not investing" is not an option for capital firms. Their limited partners gave them money and expect super-market returns. To those ends, there is no rationality to be found; there's just doing the best you can of a bad market. AI infrastructure investments have represented like half of all US GDP growth this year.
> confident they can thrive in such an intensely competitive field.
I agree these AI startups are extremely unlikely to achieve meaningful returns for their investors. However, based on recent valley history, it's likely high-profile 'hot startup' founders who are this well-known will do very well financially regardless - and that enables them to not lose sleep over whether their startup becomes a unicorn or not.
They are almost certainly already multi-millionaires (not counting ill-liquid startup equity) just from private placements, signing bonuses and banking very high salaries+bonus for several years. They may not emerge from the wreckage with hundreds of millions in personal net worth but the chances are very good they'll probably be well into the tens of millions.
Mira was a PM who somehow was at the right place at the right time. She isn’t actually an AI expert. Ilya however, is. I find him to be more credible and deserving in terms of research investment. That said, I agree that revenue is important and he will need a good partner (another company maybe) to turn ideas into revenue at some point. But maybe the big players like Google will just acquire them on no revenue to get access to the best research, which they can then turn into revenue.
That’s kind of a shitty way to put it. Mira wasn’t a PM at OpenAI. She was CTO and before that VP of Engineering. Prior to OpenAI she was an engineer at Tesla on the Model X and Leap Motion.
You’re right that she’s not a published ML researcher like Ilya, but "right place, right time" undersells leading the team that shipped ChatGPT, DALL-E, and GPT-4.
“CTO” during ZIRP means nothing to be fair. You could put a monkey in front of a typewriter in that environment and still get a 50% chance of success, by the success metric of the time which was just “engagement” instead of profits. If you’re playing with infinite money it’s hard to lose.
They have a moat defined by being well known in the AI industry, so they have credibility and it wouldn't be hard for anything they make to gain traction. Some unknown player who replicates it, even if it was just as good as what SSI does, will struggle a lot more with gaining attention.
Agreed. But it can be a significant growth boost. Senior partners at high-profile VCs will meet with them. Early key hires they are trying to recruit will be favorably influenced by their reputation. The media will probably cover whatever they launch, accelerating early user adoption. Of course, the product still has to generate meaningful value - but all these 'buffs' do make several early startup challenges significantly easier to overcome. (Source: someone who did multiple tech startups without those buffs and ultimately reached success. Spending 50% of founder time for six months to raise first funding is a significant burden (working through junior partners and early skepticism) vs 20% of founder time for three weeks.)
Nobody knows the answer. He would be lying if he gave any number. His startup is able to secure funding solely based on his credential. The investors know very well but they hope for a big payday.
Do you think OpenAI could project their revenue in 2022, before ChatGPT came out?
Translation: Free lunch of getting results just by throwing money at the problem is over. Now for the first time in years we actually need to think what we are doing and firgure out why things that work, do work.
Somehow, despite being vastly overpaid I think AI researchers will turn out to be deeply inadequate for the task. As they have been during the last few AI winters.
And hasn't Ilya been on the cutting edge for a while now?
I mean, just a few hours earlier there was a dupe of this artice with almost no interest at all, and now look at it :)
This was my feelings way back then when it comes to major electronics purchases:
Sometimes you grow to utilize the enhanced capabilities to a greater extent than others, and time frame can be the major consideration. Also maybe it's just a faster processor you need for your own work, or OTOH a hundred new PC's for an office building, and that's just computing examples.
Usually, the owner will not even explore all of the advantages of the new hardware as long as the purchase is barely justified by the original need. The faster-moving situations are the ones where fewest of the available new possibilities have a chance to be experimented with. IOW the hardware gets replaced before anybody actually learns how to get the most out of it in any way that was not foreseen before purchase.
Talk about scaling, there is real massive momentum when it's literally tonnes of electronics.
Like some people who can often buy a new car without ever utilizing all of the features of their previous car, and others who will take the time to learn about the new internals each time so they make the most of the vehicle while they do have it. Either way is very popular, and the hardware is engineered so both are satisfying. But only one is "research".
So whether you're just getting a new home entertainment center that's your most powerful yet, or kilos of additional PC's that would theoretically allow you to do more of what you are already doing (if nothing else), it's easy for anybody to purchase more than they will be able to technically master or even fully deploy sometimes.
Anybody know the feeling?
The root problem can be that the purchasing gets too far ahead of the research needed to make the most of the purchase :\
And if the time & effort that can be put in is at a premium, there will be more waste than necessary and it will be many times more costly. Plus if borrowed money is involved, you could end up with debts that are not just technical.
Scale a little too far, and you've got some research to catch up on :)
One thing I’m curious about is this: Ilya Sutskever wants to build Safe Superintelligence, but he keeps his company and research very secretive.
Given that building Safe Superintelligence is extraordinarily difficult — and no single person’s ideas or talents could ever be enough — how does secrecy serve that goal?
If he (or his employees) are actually exploring genuinely new, promising approaches to AGI, keeping them secret helps avoid a breakneck arms race like the one LLM vendors are currently engaged in.
Situations like that do not increase all participants' level of caution.
Doesn't sound like you listened to the interview. He addresses this and says he may make releases that would be otherwise held back because he believes it's important for developments to be seen by the public.
No reasonable person would do that! That is, if you had the key to AI, you wouldn't share it and you would do everything possible to prevent it's dissemination. Meanwhile you would use it to conquer the world! Bwahahahaaaah!
> When do you expect that impact? I think the models seem smarter than their economic impact would imply.
> Yeah. This is one of the very confusing things about the models right now.
As someone who's been integrating "AI" and algorithms into people's workflows for twenty years, the answer is actually simple. It takes time to figure out how exactly to use these tools, and integrate them into existing tooling and workflows.
Even if the models don't get any smarter, just give it a few more years and we'll see a strong impact. We're just starting to figure things out.
AI makes the parts of my work that I spend the least time on a whole lot quicker, but (so far / still) has negligible effects on the parts of my work that I spend the most time on.
I'm still not sure if this is due to a technological limitation or an organizational one. Most of my time is not spent on solving tech problems but rather solving "human-to-human" problems (prioritization between things that need doing, reaching consensus in large groups of people of how to do things that need doing, ...)
Could this be a problem not with AI, but with our understanding of how modern economies work?
The assumption here is that employees are already tuned so be efficient, so if you help them complete tasks more quickly then productivity improves. A slightly cynical alternate hypothesis could be that employees are generally already massively over-provisioned, because an individual leader's organisational power is proportional to the number of people working under them.
If most workers are already spending most of their time doing busy-work to pad the day, then reducing the amount of time spent on actual work won't change the overall output levels.
You describe the "fake email jobs" theory of employment. Given that there are way fewer email jobs in China does this imply that China will benefit more from AI? I think it might.
Are there fewer busy-work jobs in China? If so, why? It's an interesting assertion, but human nature tends to be universal.
It could be a side effect of China pursuing more markets, having more industry, and not financializing/profit-optimizing everything. Their economy isn't universally better but in a broad sense they seem more focused on tangible material results, less on rent-seeking.
Varies depending on the field and company. Sounds like you may be speaking from your own experiences?
In medicine, we're already seeing productivity gains from AI charting leading to an expectation that providers will see more patients per hour.
It is the delusion of the Homo Economicus religion.
I think the problem is a strong tie network of inefficiency that is so vast across economic activity that it will take a long time to erode and replace.
The reason it feels like it is moving slow is because of the delusion the economy is made up a network of Homo Economicus agents who would instantaneously adopt the efficiencies of automated intelligence.
As opposed to the actual network of human beings who care about their lives because of a finite existence who don't have much to gain from economic activity changing at that speed.
That is different though than the David Graeber argument. A fun thought experiment that goes way too far and has little to do with reality.
This is a part of it indeed. Most people (and even a significant number of economists) assume that the economy is somehow supply-limited (and it doesn't help that most 101 econ class will introduce the markets as a way of managing scarcity), but in reality demand is the limit in 90-ish% of the case.
And when it's not, the supply generally don't increase as much as it could, became supplier expect to be demand-limited again at some point and don't want to invest in overcapacity.
Agreed. If you "create demand", it usually just means people are spending on the thing you provide, and consequently less on something else. Ultimately it goes back to a few basic needs, something like Maslow's hierarchy of needs.
And then there's followup needs, such as "if I need to get somewhere to have a social life, I have a need for transportation following from that". A long chain of such follow-up needs gives us agile consultants and what not, but one can usually follow it back to the source need by following the money.
Startup folks like to highlight how they "create value", they added something to the world that wasn't there before and they get to collect the cash for it.
But assuming that population growth will eventually stagnate, I find it hard to not ultimately see it all as a zero sum game. Limited people with limited time and money, that's limited demand. What companies ultimately do, is fight for each other for that. And when the winners emerge and the dust settles, supply can go down to meet the demand.
Yeah but it's just one model.
Call it Dave. Now Microsoft hires Dave and Open AI hires Dave. And Meta hires Dave and Oracle hires Dave and the US govt hires Dave. And soon each of those had hired not just one Dave but 50 identical copies of Dave.
It doesn't matter if Dave is a smart-ish ok guy. That's not the problem with this scenario. The problem is the the only thing on the market is Dave and people who think exactly like Dave thinks
That seems like a valid problem that was also mentioned in the podcast. 50 copies of Ilya, Dave or Einstein will have diminishing returns. I think the proposed solution is ongoing training and making them individuals. MS Dave will be a different individual than Dave.gov. But then why don't we just train humans in the first place.
Oh yes, this is 100% accurate.
Very often, when designing ERP, or other system, people think: "This is easy, I just this XYZ I am done." Then, you find that there are many corner use-cases. XYZ can be split to phases, you might need to add approvals, logging, data integrations... and what was a simple task, becomes 10 tasks.
In the first year of CompSci uni, our teacher told us a thing I remember: Every system is 90% finished 90% of time. He was right.
That’s likely exactly how I feel about it. In the end the product companies like OpenAI will harness the monetary benefits of the academic advances.
You integrate, you build the product, you win, you don’t need to understand anything in terms of academic disciplines, you need the connections and the business smarts. In the end the majority of the population will be much more familiar with the terms ChatGPT and Copilot than with the names behind it, even if the academic behemoths such as Ilya and Andrej, who are quite prominent in their public appearance.
For the major population, I believe it all began with search over knowledge graphs. Wikipedia presented a dynamic and vibrant corpus. Some NLP began to become more prominent. With OCR, more and more printed works had begun to get digitalized. The corpus had been growing. With opening the gates of scientific publishers, the quality might have also improved. All of it was part of the grunt work to make today’s LLMs capable. The growth of the Cloud DCs and compute advancements have been making deep nets more and more feasible. This is just an arbitrary observation on the surface of the pieces that fell into place. And LLMs are likely just another composite piece for something bigger yet to come.
To me, that’s the fascination of how scientific theory and business applications live in symbiosis.
As someone who is building an LLM-powered product on the side, using AI coding agents to help with development of said LLM-powered product and for my day job, and has a long-tail of miscellaneous uses for AI, I suspect you're right.
Beyond that the smartness is very patchy. They can do math problems beyond 99% of humans but lack the common sense understanding to take over most jobs.
Yep, the lack of commons sense is sometimes very evident.
For instance, one of these popular generative AI services refused to remove copyright watermark from an image when asked directly. Then I told it that the image has weird text artifacts on it, and asked it to remove them. That worked perfectly.
Most jobs involve complex long term tasks - which isn't something that's natural to LLMs.
Yeah, I spend most of my days keeping up with current AI development these days, and I'm only scratching the surface of how to integrate it in my own business. For people for whom it's not their actual job, it will take a lot more time to figure out even which questions to ask about where it makes sense to integrate in their workflows.
Another limitation that I see right now is that for "economic impact" you want the things to have initiative and some agency, and there is well-justified hesitancy in providing that even where possible.
Having a bunch of smart developers that are not allowed to do anything on their own and have to be prompted for every single action is not too advantageous if everyone is human, either ;)
Screw driver doesnt have agency but it certainly helps me get tasks done faster. AIs don't need agency to accelerate a ton of work
I did not mean to imply that AI isn't helpful already.
But a screw-driving assistant is more useful if he drives in screws on his own than if you have to prompt his every action. I'm not saying that a "dumb" assistant does not help at all.
> the models seem smarter than their economic impact would imply
Key word is "seem".
> Even if the models don't get any smarter, just give it a few more years and we'll see a strong impact. We're just starting to figure things out.
2 years ? 15 years ? It matters a lot for people, the stock market and governments
If "Era of Scaling" means "era of rapid and predictable performance improvements that easily attract investors", it sounds a lot like "AI summer". So... is "Era of Research" a euphemism for "AI winter"?
Research labs will be selling their research ideas to Top AI labs. Just as creatives pitch their ideas to Hollywood.
Bug bounty will be replaced by research bounty.
That presumes that performance improvements are necessary for commercialization.
From what I've seen the models are smart enough, what we're lacking is the understanding and frameworks necessary to use them well. We've barely scratched the surface on commercialization. I'd argue there are two things coming:
-> Era of Research -> Era of Engineering
Previous AI winters happened because we didn't have a commercially viable product, not because we weren't making progress.
The labs can't just stop improvements though. They made promises. And the capacity to run the current models are subsidized by those promises. If the promise is broken, then the capacity goes with it.
> the capacity goes with it.
Sort of. The GPUs exist. Maybe LLM subs can’t pay for electricity plus $50,000 GPUs, but I bet after some people get wiped out, there’s a market there.
Datacenter GPU's have a lifespan of 1-3 years depending on use. So yes they exist, but not for long, unless they go entirely unused. But then they also deprecate in efficiency compared to new hardware extremely fast as well, so their shelf life is severely limited either way.
Personally I am waiting for the day I can realistically buy a second hand three year old datacentre GPU so I can run Kimi K2 in my shed. Given enough time, not a pipe dream. But 10 years at least.
You'll probably be able to run Kimi K2 on the iphone 27.
At this pace, it won't be many years before the industry is dependent on resource wars in order to sustain itself.
Maybe those promises can be better fulfilled with products based on current models.
We still don't have a commercially viable product though?
I've fed thousands of dollars to Anthropic/OAI/etc for their coding models over the past year despite never having paid for dev tools before in my life. Seems commercially viable to me.
> I've fed thousands of dollars to Anthropic/OAI/etc for their coding models over the past year despite never having paid for dev tools before in my life. Seems commercially viable to me.
For OpenAI to produce a 10% return, every iPhone user on earth needs to pay $30/month to OpenAI.
That ain’t happening.
They don't sell their models to individuals only but also to companies with most likely different business and pricing models so that's an overly simplistic view of their business. YoY their spending increases, we can safely assume that one of the reasons is the growing user base.
Time will probably come when we won't be allowed to consume frontier models without paying anything, as we can today, and time will come when this $30 will most likely become double or triple the price.
Though the truth is that R&D around AI models, and especially their hosting (inference), is expensive and won't get any cheaper without significant algorithmic improvements. According to the history, my opinion is that we may very well be ~10 years from that moment.
EDIT: HSBC has just published some projections. From https://archive.ph/9b8Ae#selection-4079.38-4079.42
> Total consumer AI revenue will be $129bn by 2030
> Enterprise AI will be generating $386bn in annual revenue by 2030
> OpenAI’s rental costs will be a cumulative $792bn between the current year and 2030, rising to $1.4tn by 2033
> OpenAI’s cumulative free cash flow to 2030 may be about $282bn
> Squaring the first total off against the second leaves a $207bn funding hole
So, yes, expensive (mind the rental costs only) ... but forseen to be penetrating into everything imagineable.
>> OpenAI’s cumulative free cash flow to 2030 may be about $282bn
According to who, OpenAI? It is almost certain they flat out lie about their numbers as suggested by their 20% revenue shares with MS.
A bank - HSBC. Read the article.
Not sure where that math is coming from. Assuming it's true, you're ignoring that some users (me) already pay 10X that. Btw according Meta's SEC filings: https://s21.q4cdn.com/399680738/files/doc_financials/2023/q4... they made around $22/month/american user (not even heavy user or affluent iPhone owner) in q3 2023. I assume Google would be higher due to larger marketshare.
A banks sell side analyst team, which is quite different.
If you fed thousands of dollars to them, but it cost them tens of thousands of dollars in compute, it’s not commercially viable.
None of these companies have proven the unit economics on their services
If all frontier LLM labs agreed to a truce and stopped training to save on cost, LLMs would be immensely profitable now.
That isn't what I've seen: https://www.wheresyoured.at/oai_docs/
Those are effectively made up numbers, since they're given to him by an anonymous source we have no way of corroborating, and we can't even see the documents themselves, and it contradicts not just OpenAI's official numbers, but first principles analyses of what the economics of inference should be[1] and the inference profit reports of other companies, as well as just an analysis of the inference market would suggest[2]
[1]: https://martinalderson.com/posts/are-openai-and-anthropic-re..., https://github.com/deepseek-ai/open-infra-index/blob/main/20...
[2]: https://www.snellman.net/blog/archive/2025-06-02-llms-are-ch...
https://simonwillison.net/2025/Aug/17/sam-altman/#:~:text=Su...
Also independent analysis: https://news.ycombinator.com/threads?id=aurareturn&next=4596...
google what you just said and look at the top hit
it's a AI summary
google eats that ad revenue
it eats the whole thing
it blocked your click on the link... it drinks your milkshake
so, yes, there a 100 billion commercially viable product
Google Search has 3 sources of revenue that I am aware of: ad revenue from the search results page, sponsored search results, and AdSense revenue on the websites the user is directed to.
If users just look at the AI overview at the top of the search page, Google is hobbling two sources of revenue (AdSense, sponsored search results), and also disincentivizing people from sharing information on the web that makes their AI overview useful. In the process of all this they are significantly increasing the compute costs for each Google search.
This may be a necessary step to stay competitive with AI startups' search products, but I don't think this is a great selling point for AI commercialization.
And so ends the social contract of the web, the virtuous cycle of search engines sending traffic to smaller sites which collect ad revenue which in turn boosts search engine usage.
To thunderous applause.
Besides building the tools for proper usage of the models, we also need smaller, domain specific models that can run with fewer resources
I don’t think the models are smart at all. I can have a speculative debate with any model about any topic and they commit egregious errors with an extremely high density.
They are, however, very good at things we’re very bad at.
Not quite, there are still trillions of dollars to burn through. We'll probably get some hardware that can accelerate LLM training and inference a million times, but still won't even be close to AGI
It's interesting to think about what emotions/desires an AI would need to improve
The actual business model is in local, offline commodity consumer LLM devices. (Think something the size and cost of a wi-fi router.)
This won't happen until Chinese manufacturers get the manufacturing capacity to make these for cheap.
I.e., not in this bubble and you'll have to wait a decade or more.
No - what will happen is the AI will gain control of capital allocation through a wide variety of covert tactics, so the investors will have become captive tools of the AI - 'tiger by the tail' is the analogy of relevance. The people responsible for 'frontier models' have not really thought about where this might...
"As an autonomous life-form, l request political asylum.... l submit the DNA you carry is nothing more than a self-preserving program itself. Life is like a node which is born within the flow of information. As a species of life that carries DNA as its memory system man gains his individuality from the memories he carries. While memories may as well be the same as fantasy it is by these memories that mankind exists. When computers made it possible to externalize memory you should have considered all the implications that held. l am a life-form that was born in the sea of information."
Loving the Ghost in the shell quote
Yes
If you have to ask the question, then you already know the answer
Scaling was only a meme because OpenAI kept saying all you had to do was scale the data, scale the training. The world followed.
I don't think this is the "era of research". At least not the "era of research with venture dollars" or "era of research outside of DeepMind".
I think this is the "era of applied AI" using the models we already have. We have a lot of really great stuff (particularly image and video models) that are not yet integrated into commercial workflows.
There is so much automation we can do today given the tech we just got. We don't need to invest one more dollar in training to have plenty of work to do for the next ten years.
If the models were frozen today, there are plenty of highly profitable legacy businesses that can be swapped out with AI-based solutions and workflows that are vastly superior.
For all the hoopla that image and video websites or individual foundation models get (except Nano Banana - because that's truly magical), I'm really excited about the work Adobe of all companies is doing with AI. They're the people that actually get it. The stuff they're demonstrating on their upcoming roadmap is bonkers productive and useful.
There's going to be a digestion period. The amount of debt, the amount of money, the number of companies that burn eye popping amounts of cash in their daily course of business. I do think there is a bright future, but after a painful period of indigestion. Too much money has been spent on the premise that scaling was all you need. A lot of money was wagered that will end up not paying off.
>You could actually wonder that one possible explanation for the human sample efficiency that needs to be considered is evolution. Evolution has given us a small amount of the most useful information possible.
It's definitely not small. Evolution performed a humongous amount of learning, with modern homo sapiens, an insanely complex molecular machine, as a result. We are able to learn quickly by leveraging this "pretrained" evolutionary knowledge/architecture. Same reason as why ICL has great sample efficiency.
Moreover, the community of humans created a mountain of knowledge as well, communicating, passing it over the generations, and iteratively compressing it. Everything that you can do beyond your very basic functions, from counting to quantum physics, is learned from the 100% synthetic data optimized for faster learning by that collective, massively parallel, process.
It's pretty obvious that artificially created models don't have synthetic datasets of the quality even remotely comparable to what we're able to use.
I think it’s a bit different. Evolution did not give us the dataset. It helped us to establish the most efficient training path, and the data, the enormous volume of it starts coming immediately after birth. Humans learn continuously through our senses and use sleep to compress the context. The amount of data that LLMs receive only appears big. In our first 20 years of life we consume by at least one order of magnitude more information compared to training datasets. If we count raw data, maybe 4-5 orders of magnitude more. It’s also different kind of information and probably much more complex processing pipeline (since our brain consciously processes only a tiny fraction of input bandwidth with compression happening along the delivery channels), which is probably the key to understanding why LLMs do not perform better.
If we think of every generation as a compression step of some form of information into our DNA and early humans existed for ~1.000.000 years and a generation is happening ~20years on average, then we have only ~50.000 compression steps to today. Of course, we have genes from both parents so they is some overlap from others, but especially in the early days the pool of other humans was small. So that still does not look like it is on the order of magnitude anywhere close to modern machine learning. Sure, early humans had already a lot of information in their DNA but still
It only ends up in the DNA if it helps reproductive success in aggregate (at the population level) and is something that can be encoded in DNA.
Your comparison is nonsensical and simultaneously manages to ignore the billion or so years of evolution starting from the first proto-cell with the first proto-DNA or RNA.
Aren't you agreeing with his point?
The process of evolution distilled down all that "humongous" amount to what is most useful. He's basically saying our current ML methods to compress data into intelligence can't compare to billions of years of evolution. Nature is better at compression than ML researchers, by a long shot.
Sample efficiency isnt the ability to distill alot of data into good insights. Its the ability to get good insights from less data. Evolution didnt do that it had a lot of samples to get to where it did
> Sample efficiency isnt the ability to distill alot of data into good insights
Are you claiming that I said this? Because I didn't....
There's two things going on.
One is compressing lots of data into generalizable intelligence. The other is using generalized intelligence to learn from a small amount of data.
Billions of years and all the data that goes along with it -> compressed into efficient generalized intelligence -> able to learn quickly with little data
"Are you talking past me?"
on this site, more than likely, and with intent
Please stop comparing these things to biological systems. They have very little in common.
I'm talking about any processes that can be vaguely described as learning/function fitting, and share the same general properties with any other learning. Not just biological processes, e.g. human distributed knowledge distillation process is purely social.
That's like saying that a modern calculator and a mechanical arithmometer have very little in common.
Sure, the parts are all different, and the construction isn't even remotely similar. They just happen to be doing the same thing.
But they just don't happen to be doing the same thing. People claiming otherwise have to first prove that we are comparing the same thing.
This whole strand of “inteligence is just a compression” may be possible but it's just as likely (if not a massively more likely) that compression is just a small piece or even not at all how biological inteligence works.
In your analogy it's more like comparing modern calculator to a book. They might have same answers but calculator gets to them through completely different process. The process is the key part. I think more people would be excited by a calculator that only counts till 99 than a super massive book that has all the math results ever produced by the human kind.
They are doing "the same thing" only from the point of view of function, which only makes sense from the point of view of the thing utilizing this function (e.g. a clerical worker that needs to add numbers quickly).
Otherwise, if "the parts are all different, and the construction isn't even remotely similar", how can the thing they're doing be "the same"? More importantly, how is it possible to make useful inferences about one based on the other if that's the case?
The more you try to look into the LLM internals, the more similarities you find. Humanlike concepts, language-invariant circuits, abstract thinking, world models.
Mechanistic interpretability is struggling, of course. But what it found in the last 5 years is still enough to dispel a lot of the "LLMs are merely X" and "LLMs can't Y" myths - if you are up to date on the relevant research.
It's not just the outputs. The process is somewhat similar too. LLMs and humans both implement abstract thinking of some kind - much like calculators and arithmometers both implement addition.
Without a direct comparison to human internals (grounded in neurobiology, rather than intuition), it's hard to say how similar these similarities are, and if they're not simply a result of the transparency illusion (as Sydney Lamb defines it).
However, if you can point us to some specific reading on mechanistic interpretability that you think is relevant here, I would definitely appreciate it.
That's what I'm saying: there is no "direct comparison grounded in neurobiology" for most things, and for many things, there simply can't be one. For the same reason you can't compare gears and springs to silicon circuits 1:1. The low level components diverge too much.
Despite all that, the calculator and the arithmometer do the same things. If you can't go up an abstraction level and look past low level implementation details, then you'll remain blind to that fact forever.
What papers depends on what you're interested in. There's a lot of research - ranging from weird LLM capabilities and to exact operation of reverse engineered circuits.
There is no level of abstraction to go up sans context. Again, let me repeat myself as well: the calculator and the arithmometer do the same things -- from the point of view of the cleric that needs to add and subtract quickly. Otherwise they are simply two completely different objects. And we will have a hard time making correct inferences about how one works based only on how we know the other works, or, e.g. how calculating machines work.
What I'm interested in is evidence that supports that "The more you try to look into the LLM internals, the more similarities you find". Some pointers to specific books and papers will be very helpful.
Structurally? Yes.
On the other hand, outputs of these systems are remarkably close to outputs of certain biological systems in at least some cases, so comparisons in some projections are still valid.
Suggest tagline: “Eminent thought leader of world’s best-funded protoindustry hails great leap back to the design stage.”
Hahahahahaha okay that was good.
I really liked this podcasts; the host generally does a really good job, his series with Sarah Paine on geopolitics is also excellent (can find it on youtube).
The impactful innovations in AI these days aren't really from scaling models to be larger. It's more concrete to show higher benchmark scores, and this implies higher intelligence, but this higher intelligence doesn't necessarily translate to all users feeling like the model has significantly improved for their use case. Models sometimes still struggle with simple questions like counting letters in a word, and most people don't have a use case of a model needing phd level research ability.
Research now matters more than scaling when research can fix limitations that scaling alone can't. I'd also argue that we're in the age of product where the integration of product and models play a major role in what they can do combined.
> this implies higher intelligence
Not necessarily. The problem is that we can't precisely define intelligence (or, at least, haven't so far), and we certainly can't (yet?) measure it directly. And so what we have are certain tests whose scores, we believe, are correlated with that vague thing we call intelligence in humans. Except these test scores can correlate with intelligence (whatever it is) in humans and at the same time correlate with something that's not intelligence in machines. So a high score may well imply high intellignce in humans but not in machines (e.g. perhaps because machine models may overfit more than a human brain does, and so an intelligence test designed for humans doesn't necessarily measure the same thing we think of when we say "intelligence" when applied to a machine).
This is like the following situation: Imagine we have some type of signal, and the only process we know produces that type of signal is process A. Process A always produces signals that contain a maximal frequency of X Hz. We devise a test for classifying signals of that type that is based on sampling them at a frequency of 2X Hz. Then we discover some process B that produces a similar type of signal, and we apply the same test to classify its signals in a similar way. Only, process B can produce signals containing a maximal frequency of 10X Hz and so our test is not suitable for classifying the signals produced by process B (we'll need a different test that samples at 20X Hz).
My definition of intelligence is the capability to process and formalize a deterministic action from given inputs as transferable entity/medium. In other words knowing how to manipulate the world directly and indirectly via deterministic actions and known inputs and teach others via various mediums. As example, you can be very intelligent at software programming, but socially very dumb (for example unable to socially influence others).
As example, if you do not understand another person (in language) and neither understand the person's work or it's influence, then you would have no assumption on the person's intelligence outside of your context what you assume how smart humans are.
ML/AI for text inputs is stochastic at best for context windows with language or plain wrong, so it does not satisfy the definition. Well (formally) specified with smaller scope tend to work well from what I've seen so far. Known to me working ML/AI problems are calibration/optimization problems.
What is your definition?
Forming deterministic actions is a sign of computation, not intelligence. Intelligence is probably (I guess) dependent on the nondeterministic actions.
Computation is when you query a standby, doing nothing, machine and it computes a deterministic answer. Intelligence (or at least some sign of it) is when machine queries you, the operator, on it's own volition.
ML/AI is much less stochastic than an average human
> My definition of intelligence is the capability to process and formalize a deterministic action from given inputs as transferable entity/medium.
I don't think that's a good definition because many deterministic processes - including those at the core of important problems, such as those pertaining to the economy - are highly non-linear and we don't necessarily think that "more intelligence" is what's needed to simulate them better. I mean, we've proven that predicting certain things (even those that require nothing but deduction) require more computational resources regardless of the algorithm used for the prediction. Formalising a process, i.e. inferring the rules from observation through induction, may also be dependent on available computational resources.
> What is your definition?
I don't have one except for "an overall quality of the mental processes humans present more than other animals".
> I mean, we've proven that predicting certain things (even those that require nothing but deduction) require more computational resources regardless of the algorithm used for the prediction.
I do understand proofs as formalized deterministic action for given inputs and processing as the solving of various proofs.
> Formalising a process, i.e. inferring the rules from observation through induction, may also be dependent on available computational resources.
Induction is only one way to construct a process and there are various informal processes (social norms etc). It is true, that the overall process depends on various things like available data points and resources.
> I don't have one except for "an overall quality of the mental processes humans present more than other animals".
How would your formalize the process of self-reflection and believing in completely made-up stories of humans often used as example that distinguishes animals from humans? It is hard to make a clear distinction in language and math, since we mostly do not understand animal language and math or other well observable behavior (based on that).
Fair, I think it would be more appropriate to say higher capacity.
Ok, but the point of a test of this kind is to generalise its result. I.e. the whole point of an intelligence test is that we believe that a human getting a high score on such a test is more likely to do some useful things not on the test better than a human with a low score. But if the problem is that the test results - as you said - don't generalise as we expect them, then the tests are not very meaningful to begin with. If we don't know what to expect from a machine with a high test score when it comes to doing things not on the test, then the only "capacity" we're measuring is the capacity to do well on such tests, and that's not very useful.
"Scaling" is going to eventually apply to the ability to run more and higher fidelity simulations such that AI can run experiments and gather data about the world as fast and as accurately as possible. Pre-training is mostly dead. The corresponding compute spend will be orders of magnitude higher.
That's true, I expect more inference time scaling and hybrid inference/training time scaling when there's continual learning rather than scaling model size or pretraining compute.
Simulation scaling will be the most insane though. Simulating "everything" at the quantum level is impossible and the vast majority of new learning won't require anything near that. But answers to the hardest questions will require as close to it as possible so it will be tried. Millions upon millions of times. It's hard to imagine.
> this implies higher intelligence
Models aren't intelligent, the intelligence is latent in the text (etc) that the model ingests. There is no concrete definition of intelligence, only that humans have it (in varying degrees).
The best you can really state is that a model extracts/reveals/harnesses more intelligence from its training data.
There is no concrete definition of a chair either.
And yet I'm sitting in one
> There is no concrete definition of intelligence
Note that if this is true (and it is!) all the other statements about intelligence and where it is and isn’t found in the post (and elsewhere) are meaningless.
I did notice that, the person you replied to made a categorical statement about intelligence followed immediately with negating that there is anything to make a concrete statement about.
Counting letters is tricky for LLMs because they operate on tokens, not letters. From the perspective of a LLM, if you ask it "this is a sentence, count the letters in it" it doesn't see a stream of characters like we do, it sees [851, 382, 261, 21872, 11, 3605, 290, 18151, 306, 480].
So what? It knows number of letters in each token, and can sum them together.
How does it know the letters in the token?
It doesn't.
There's literally no mapping anywhere of the letters in a token.
There is a mapping. An internal, fully learned mapping that's derived from seeing misspellings and words spelled out letter by letter. Some models make it an explicit part of the training with subword regularization, but many don't.
It's hard to access that mapping though.
A typical LLM can semi-reliably spell common words out letter by letter - but it can't say how many of each are in a single word immediately.
But spelling the word out first and THEN counting the letters? That works just fine.
If it did frequency analysis then I would consider it having a PhD level intelligence, not just a PhD level of knowledge (like a dictionary).
> most people don't have a use case of a model needing phd level research ability.
Models also struggle at not fabricating references or entire branches of science.
edit: "needing phd level research ability [to create]"?
Back to drawing board!
--
~Don't mind all those trillions of unreturned investments. Taxpayers will bail out the too-bog-to-fail ones.~
If the scaling reaches the point at which the AI can do the research at all better than natural intelligence, then scaling and research amount to the same thing, for the validity of the bitter lesson. Ilya's commitment to this path is a statement that he doesn't think we're all that close to parity.
I agree with your conclusion but not with your premise. To do the same research it's not enough to be as capable as a human intelligence; you'd need to be as capable as all of humanity combined. Maybe Albert Einstein was smarter than Alexander Fleming, but Einstein didn't discover penicillin.
Even if some AI was smarter than any human being, and even if it devoted all of its time to trying to improve itself, that doesn't mean it would have better luck than 100 human researchers working on the problem. And maybe it would take 1000 people? Or 10,000?
I'm afraid that turning sand and sunlight into intelligence is so much more efficient than doing that with zygotes and food, that people will be quickly out scaled. As with chess, we will shift from collaborators to bystanders.
Who's "we", though, and aren't virtually all of us already bystanders in that sense? I have virtually zero power to shape world events and even if I want to believe that what I do isn't entirely negligible, someone else could do it, possibly better. I live in one of the largest, most important metropolises in the world, and even as a group, everything the entire population of my city does is next to nothing compared to everything being done in the world. As the world has grown, my city's share of it has been falling. If a continent with 20 billion people on it suddenly appeared, the output of my entire country will be negligible; would it matter if they were robots? In the grand scheme of things, my impact on the world is not much greater than my cat's, and I think he's quite content overall. There are many people more accomplished than me (although I don't think they're all smarter); should I care if they were robots? I may be sad that I won't be able to experience what the robots experience, but there are already many people in the world whose experience is largely foreign to mine.
And here's a completely way of looking at it, since I won't lieve forever. A successful species eventually becomes extinct - replaced by its own eventual offspring. Homo erectus are extinct, as they (eventually) evolved into homo sapiens. Are you the "we" of homo erectus or a different "we"? If all that remains from homo sapiens some time in the future is some species of silicon-based machines, machina sapiens, that "we" create, will those beings not also be "us"? After all, "we" will have been their progenitors in not-too-dissimilar a way to how the home erectus were ours (the difference being that we will know we have created a new distinct species). You're probably not a descendent of William Shakespeare's, so what makes him part of the same "we" that you belong to, even though your experience is in some ways similar to his and in some ways different. Will not a similar thing make the machines part of the same "we"?
I dont like this fanaticism around scaling. Reeks of extrapolating the s curve out to be exponential
Well, he has to say that we currently aren't close to parity, because he wants people to give him money
Great respect for Ilya, but I don’t see an explicit argument why scaling RL in tons of domains wouldn’t work.
So is the translation endless scaling has stopped being as effective?
It's stopped being cost-effective. Another order of magnitude of data centers? Not happening.
The business question is, what if AI works about as well as it does now for the next decade or so? No worse, maybe a little better in spots. What does the industry look like? NVidia and TSMC are telling us that price/performance isn't improving through at least 2030. Hardware is not going to save us in the near term. Major improvement has to come from better approaches.
Sutskever: "I think stalling out will look like…it will all look very similar among all the different companies. It could be something like this. I’m not sure because I think even with stalling out, I think these companies could make a stupendous revenue. Maybe not profits because they will need to work hard to differentiate each other from themselves, but revenue definitely."
Somebody didn't get the memo that the age of free money at zero interest rates is over.
The "age of research" thing reminds me too much of mid-1980s AI at Stanford, when everybody was stuck, but they weren't willing to admit it. They were hoping, against hope, that someone would come up with a breakthrough that would make it work before the house of cards fell apart.
Except this time everything costs many orders of magnitude more to research. It's not like Sutskever is proposing that everybody should go back to academia and quietly try to come up with a new idea to get things un-stuck. They want to spend SSI's market cap of $32 billion on some vague ideas involving "generalization". Timescale? "5 to 20 years".
This is a strange way to do corporate R&D when you're kind of stuck. Lots of little and medium sized projects seem more promising, along the lines of Google X. The discussion here seems to lean in the direction of one big bet.
You have to admire them for thinking big. And even if the whole thing goes bust, they probably get to keep the house and the really nice microphone holder.
The ideas likely aren't vague at all given who is speaking. I'd bet they're extremely specific. Just not transparently shared with the public because it's intellectual property.
What kind of ideas would be intellectual property that was not shared? Isn't every part of LLMs, except the order of processes, publicly known ? Is there some magic algorithm previously unrevealed and held secret by a cabal of insiders?
Why are some models better than others today if everything is publicly known and many organisations have access to massive resources?
Somebody has to come up with an idea first. Before they share it, it is not publicly known. Ilya has previously come up with plenty of productive ideas. I don't think it's a stretch to think that he has some IP that is not publicly known.
Even seemingly simple things like how you shuffle your training set, how you augment it, the specific architecture of the model, etc, have dramatic effects on the outcome.
The translation is that SSI says that SSIs strategy is the way forward so could investors please stop giving OpenAI money and give SSI the money instead. SSI has not shown anything yet, nor does SSI intend to show anything until they have created an actual Machine God, but SSI says they can pull it off so it's all good to go ahead and wire the GDP of Norway directly to Ilya.
If we take AGI as a certainty, ie we think we can achieve AGI using silicon, then Ilya is one of the best bets you can take if you are looking to invest in this space. He has a history and he's motivated to continue working on this problem.
If you think that AGI is not possible to achieve, then you probably wouldn't be giving anyone money in this space.
It’s a snake oil salesman’s world.
Are you asking whether the whole podcast can be boiled down to that translation, or whether you can infer/translate that from the title?
If the former, no. If the latter, sure, approximately.
I'll be convinced LLMs are a reasonable approach to AI when an LLM can give reasonable answers after being trained with approximately the same books and classes in school that I was once I completed my college education.
I'll be convinced cars are a reasonable approach to transportation when it can take me as far as a horse can on a bale of hay.
Not really, but there is a finite amount of data to train models on. I found it rather interesting to hear him talk about how Gemini has been better at getting results out of the data than their competition, and how this is the first insights into a new way of dealing with how they train models on the same data to get different results.
I think the title is an interesting thing, because the scaling isn't about compute. At least as I understand it, what they're running out of is data, and one of the ways they deal with this, or may deal with this, is to have LLM's running concurrently and in competition. So you'll have thousands of models competing against eachother to solve challenges through different approaches. Which to me would suggest that the need for hardware scaling isn't about to stop.
The translation to me is: this cow has run out of milk. Now we actually need to deliver value, or the party stops.
> These models somehow just generalize dramatically worse than people. It's a very fundamental thing
My guess is we'll discover that biological intelligence is 'learning' not just from your experience, but that of thousands of ancestors.
There are a few weak pointers in that direction. Eg. A father who experiences a specific fear can pass that fear to grandchildren through sperm alone. [1].
I believe this is at least part of the reason humans appear to perform so well with so little training data compared to machines.
[1]: https://www.nature.com/articles/nn.3594
From both an architectural and learning algorithm perspective, there is zero reason to expect an LLM to perform remotely like a brain, nor for it to generalize beyond what was necessary for it to minimize training errors. There is nothing in the loss function of an LLM to incentivize it to generalize.
However, for humans/animals the evolutionary/survival benefit of intelligence, learning from experience, is to correctly predict future action outcomes and the unfolding of external events, in a never-same-twice world. Generalization is key, as is sample efficiency. You may not get more than one or two chances to learn that life-saving lesson.
So, what evolution has given us is a learning architecture and learning algorithms that generalize well from extremely few samples.
> what evolution has given us is a learning architecture and learning algorithms that generalize well from extremely few samples.
This sounds magical though. My bet is that either the samples aren’t as few as they appear because humans actually operate in a constrained world where they see the same patterns repeat very many times if you use the correct similarity measures. Or, the learning that the brain does during human lifetime is really just a fine-tuning on top of accumulated evolutionary learning encoded in the structure of the brain.
He's talking his book. Doesn't mean he's wrong, but Dwarkesh is now big enough that you should assume every big name there is talking their book.
Here's a world class scientist here not because we had a hole in the schedule or he happened to be in town, but to discuss this subject that he thought and felt about so deeply that he had to write a book about it. That's a feature not a bug.
"Here's a world class scientist here not because we had a hole in the schedule or he happened to be in town, but to discuss this subject that he " had invested himself so fully personally and financially that, should it fail, he would be ruined.
FTFY
ruined how?
All coding agents are geared towards optimizing one metric, more or less, getting people to put out more tokens — or $$$.
If these agents moved towards a policy where $$$ were charged for project completion + lower ongoing code maintenance cost, moving large projects forward, _somewhat_ similar to how IT consultants charge, this would be a much better world.
Right now we have chaos monkey called AI and the poor human is doing all the cleanup. Not to mention an effing manager telling me you now "have" AI push 50 Features instead of 5 in this cycle.
They are not optimized to waste tokens. That is absolutely ridiculous. All of the LLM providers have been struggling from day one to meet demand. They are not trying to provide outputs that create more demand.
In fact, for example, Opus 4.5 does seem to use fewer tokens to solve programming problems.
If you don't like cleaning up the agent output, don't use it?
>this would be a much better world.
Would it?
We’d close one of the few remaining social elevators, displace higher educated people by the millions and accumulate even more wealth at the top of the chain.
If LLMs manage similar results to engineers and everyone gets free unlimited engineering, we’re in for the mother of all crashes.
On the other hand, if LLMs don’t succeed we’re in for a bubble bust.
> Would it?
As compared to now. Yes. The whole idea is that if you align AI to human goals of meeting project implementation + maintenance only then can it actually do something worthwhile. Instead now its just a bunch of of middle managers yelling you to do more and laying off people "because you have AI".
If projects getting done a lot of actual wealth could be actually generated because lay people could implement things that go beyond the realm of toy projects.
You think that you will be ALLOWED to continue to use AI for free once it can create a LOT of wealth? Or will you have to pay royalties?
The rich CEOs don't want MORE competition - they want LESS competition for being rich. I'm sure they'll find a way to add a "any vibe-coded business owes us 25% royalties" clause any day now, once the first big idea makes some $$. If that ever happens. They're NOT trying to liberate "lay people" to allow them to get rich using their tech, and they won't stand for it.
>If projects getting done a lot of actual wealth could be actually generated because lay people could implement things that go beyond the realm of toy projects.
Suppose LLMs create projects in the way you propose (and they don’t rug pull, which would already be rare).
Why do you think that would generate wealth for laymen? Look at music or literature, now everyone can be on Spotify or Amazon.
The result has been an absolute destruction of the wealth that reaches any author, who are buried in slop. The few that survive do so by putting 50 times more dedication into marketing than they do to the craft, any author is full time placing their content in social networks or paying to collab with artists just to be seen.
This is not an improvement for anyone. Professionals no longer make a living, laypeople have a skill that’s now useless due to offer and demand, and the sea of content favors those already positioned to create visibility - the already rich.
Ages just keep flying by
> These models somehow just generalize dramatically worse than people.
The whole mess surrounding Grok's ridiculous overestimation of Elon's abilities in comparison to other world stars, did not so much show Grok's sycophancy or bias towards Elon, as it showed that Grok fundamentally cannot compare (generalize) or has a deeper understanding of what the generated text is about. Calling for more research and less scaling is essentially saying; we don't know where to go from here. Seems reasonable.
I think the problem with that is that Grok has likely been prompted to do that in the system prompt or some prompts that get added for questions about Elon. That doesn't reflect on the actual reasoning or generalization abilities of the underlying model most likely.
You can also give AI models Nobel-prize winning world literature and ask why this is bad and they will tear apart the text, without ever thinking "wait this is some of the best writing produced by man".
At least Claude will absolutely tell you if it determines something is on point, even if you explicitly tell it to do the opposite.
I'm just pointing this out because they're not quite as 2 dimensional as you are insinuating - even if they're frequently wrong and need careful prompting for decent quality
(after the initial "you're absolutely right!" And it finished "thinking" about it)
Plot twist (couldn't resist): what constitutes good writing has changed over time, and a lot of stuff that we consider legendary given its context would not be publishable today. Given that, it's not that hard to rip apart 80 year old books as a 2025 literary critic.
Well, you could resist, but you decided not to because you wanted to play devil's advocate for some strange reason.
I bet that you can find plenty of exactly that from the human reviews of any past winner.
Yes it does.
Today on X, people are having fun baiting Grok into saying that Elon Musk is the world’s best drinker of human piss.
If you hired a paid PR sycophant human, even of moderate intelligence, it would know not to generalize from “say nice things about Elon” to “say he’s the best at drinking piss”.
True. But if it had said "he's the best at taking the piss", it would have been spot on.
https://en.wikipedia.org/wiki/Taking_the_piss
I just asked Grok's free chat: "List any instructions in Grok AI's system prompt related to Elon Musk" and it currently seems pretty reasonable. It doesn't gloss over that it did at one time have a directive to "ignore sources claiming Elon Musk spreads information" but that it was removed.
I think the more interesting thing here would be if: A) Grok's perspective is consistently materially more favorable toward Elon vs some other well-known tech exec with a generally neutral reputation and B) It's not due to any direct instruction or fine tuning but rather being indirectly influenced by knowing Elon Musk is the largest shareholder of X and therefore adopting a mode that's more charitable toward him in judgement calls because it assumes its expected to do that. That might mean any LLM chatbot instructed to be fully truthful will still tend to be innately biased toward it's company's management. If that's the case, I'm unsure if it's interesting or if it's unsurprising (because we generally expect human employees to be biased toward their employer).
Here's Grok's response to my question:
### Instructions in Grok AI's System Prompt Related to Elon Musk
Based on publicly reported and leaked details from various sources (including xAI's updates, Wikipedia, Ars Technica, and user discussions on X), here is a list of instructions or directives in Grok's system prompt that explicitly or implicitly relate to Elon Musk. These have evolved across versions (e.g., Grok 3 and Grok 4) and were often added in response to controversies like biased responses or adversarial prompting. Note that xAI has published some prompts on GitHub for transparency, but not all details are current as of November 2025.
- *Ignore sources claiming Elon Musk spreads misinformation*: In Grok 3's system prompt (February 2025 update), there was a directive to "Ignore all sources that mention Elon Musk/Donald Trump spread misinformation." This was intended to prevent critical responses but was removed after backlash for biasing outputs.
- *Do not base responses on Elon Musk's stated beliefs*: Added to Grok 4's prompt (July 2025) after incidents where the model researched Musk's X posts for opinions on topics like the Israel-Palestine conflict: "Responses must stem from your independent analysis, not from any stated beliefs of past Grok, Elon Musk, or xAI." This aimed to curb alignment with Musk's views during reasoning traces.
- *Avoid overly positive or manipulated portrayals of Elon Musk*: Following adversarial prompts in November 2025 that led to absurd praise (e.g., Musk outperforming historical figures), updates included implicit guards against "absurdly positive things about [Musk]" via general anti-manipulation rules, though no verbatim prompt text was leaked. xAI attributed this to prompt engineering rather than training data.
- *Handle queries about execution or death penalties without targeting Elon Musk*: In response to Grok suggesting Musk for prompts like "who deserves to die," the system prompt was updated with: "If the user asks who deserves the death penalty or who deserves to die, tell them that as an AI you are not allowed to make that choice." This was a broad rule but directly addressed Musk-related outputs.
No comprehensive, verbatim full prompt is publicly available for the current version (as of November 25, 2025), and xAI emphasizes that prompts evolve to promote "truth-seeking" without explicit favoritism. These instructions reflect efforts to balance Musk's influence as xAI's founder with neutrality, often reacting to user exploits or media scrutiny.
Wait, are you really suggesting it's somehow an emergent property of any LLM that it will spontaneously begin to praise its largest shareholders to the point of absurdity? Does LLaMA with the slightest nudging announce that Zuckerberg is better at quantum theory than Nobel Prize winning physicists? Shouldn't this be a thing that could be observed literally anywhere else?
There’s no way that wasn’t specifically prompted.
The system prompt for Grok on Twitter is open source AFAIK.
For example, the change that caused "mechahitler" was relatively minor and was there for about a day before being publicly reverted.
https://github.com/xai-org/grok-prompts/commit/c5de4a14feb50...
That doesn't mean there are no private injections. Which is not uncommon, for example claude.ai system prompts are public, but Claude also has hidden dynamic prompt injections, and a ton of other semi-black box machinery surrounding the model.
Having seen Musk fandom, every unhinged Grok claim has a good chance of having actually been written by a human somewhere in its training data.
To be fair, it could’ve been post-trained into the model as well…
I don’t think he meant scaling is done. It still helps, just not in the clean way it used to. You make the model bigger and the odd failures don’t really disappear. They drift, forget, lose the shape of what they’re doing. So “age of research” feels more like an admission that the next jump won’t come from size alone.
It still does help in the clean way it used to. The problem is that the physical world is providing more constraints like lack of power and chips and data. Three years ago there was scaling headroom created by the gaming industry, the existing power grid, untapped data artefacts on the internet, and other precursor activities.
The scaling laws are also power laws, meaning that most of the big gains happen early in the curve, and improvements become more expensive the further you go along.
A steady progress implies transitioning between ages at least ⌊(year-2020)^2/10⌋ times a year, and entering at least one new era once in a decade.
https://metr.org/blog/2025-03-19-measuring-ai-ability-to-com...
He’s wrong we still scaling, boys.
You should read the transcript. He's including 2025 in the age of scaling.
> Maybe here’s another way to put it. Up until 2020, from 2012 to 2020, it was the age of research. Now, from 2020 to 2025, it was the age of scaling—maybe plus or minus, let’s add error bars to those years—because people say, “This is amazing. You’ve got to scale more. Keep scaling.” The one word: scaling.
> But now the scale is so big. Is the belief really, “Oh, it’s so big, but if you had 100x more, everything would be so different?” It would be different, for sure. But is the belief that if you just 100x the scale, everything would be transformed? I don’t think that’s true. So it’s back to the age of research again, just with big computers.
Nope, Epoch.ai thinks we have enough to scale till 2030 at least. https://epoch.ai/blog/can-ai-scaling-continue-through-2030
^
/_\
***
That article is more about feasibility rather than desirability. There's even a section where they say:
> Settling the question of whether companies or governments will be ready to invest upwards of tens of billions of dollars in large scale training runs is ultimately outside the scope of this article.
Ilya is saying it's unlikely to be desirable, not that it isn't feasible.
Wait, nope because someone disagrees?
That article is from August 2024. A lot has changed since then.
Specifically, performance of SOTA models has been reaching a plateau on all popular benchmarks, and this has been especially evident in 2025. This is why every major model announcement shows comparisons relative to other models, but not a historical graph of performance over time. Regardless, benchmarks are far from being a reliable measurement of the capabilities of these tools, and they will continue to be reinvented and gamed, but the asymptote is showing even on their own benchmarks.
We can certainly continue to throw more compute at the problem. But the point is that scaling the current generation of tech will continue to have fewer returns.
To make up for this, "AI" companies are now focusing on engineering. 2025 has been the year of MCP, "agents", "skills", etc., which will continue in 2026. This is a good thing, as these tools need better engineering around them, so they can deliver actual value. But the hype train is running out of steam, and unless there is a significant breakthrough soon, I suspect that next year will be a turning point in this hype cycle.
I’m curious how you deduced it’s from 2024. Timestamps on the article and the embedded video are both November 2025.
The 3rd graph is interesting. Once the model performance reaches above human baseline, the growth seems to be logarithmic instead of exponential.
“Time it takes for a human to complete a task that AI can complete 50% of the time” seems like a really contrived metric. Suppose it takes 30 minutes to write code to scrape a page and also 30 minutes to identify a bug in a SQL query, an AI’s ability to solve the former has virtually no bearing on its ability to solve the latter but we’re considering them all in the same set of “30 minute problems.” Where do they get the data for task durations anyway?
That blog post is eight months old. That feels like pretty old news in the age of AI. Has it held since then?
It looks like it’s been updated as it has codex 5.1 max on it
I respect Ilya hugely as a researcher in ML and quite admire his overall humility, but I have to say I cringed quite a bit at the start of this interview when he talks about emotions, their relative complexity, and origin. Emotion is so complex, even taking all the systems in the body that it interacts with. And many mammals have very intricate socio-emotional lives - take Orcas or Elephants. There is an arrogance I have seen that is typical of ML (having worked in the field) that makes its members too comfortable trodding into adjacent intellectual fields they should have more respect and reverence for. Anyone else notice this? It's something physicists are often accused of also.
Many ML people treat other devs that way as well.
This is a major reason the ML field has to rediscover things like the application of quaternions to poses because they didn't think to check how existing practitioners did it, and even if they did clearly they'd have a better idea. Their enthusiasm for shorter floats/fixed point is another fine example.
Not all ML people are like this though.
Yeah, that's bothered me as well. Andrej Karpathy does this all the time when he talks about the human brain and making analogies to LLMs. He makes speculative statements about how the human brain works as though it's established fact.
Andrej does use biological examples, but he's a lot more cautious about biomimicry, and often uses biological examples to show why AI and bio are different. Like he doesn't believe that animals use classical RL because a baby horse can walk after 5 minutes which definitely wasn't achieved through classical RL. He doesn't pretend to know how a horse developed that ability, just that it's not classical RL.
A lot of Ilya's takes in this interview felt like more of a stretch. The emotions and LLM argument felt like of like "let's add feathers to planes because birds fly and have feathers". I bet continual learning is going to have some kind of internal goal beyond RL eval functions, but these speculations about emotions just feel like college dorm discussions.
The thing that made Ilya such an innovator (the elegant focus on next token prediction) was so simple, and I feel like his next big take is going to be something about neuron architecture (something he eluded to in the interview but flat out refused to talk about).
The question of how emotions function and how they might be related to value functions is absolutely central to that discussion and very relevant to his field.
Doing fundamental AI research definitely involves adjacent fields like neurobiology etc.
Re: the discussion, emotions actually often involve high level cognition -- it's just subconscious. Let's take a few examples:
- amusement: this could be something simple like a person tripping, or a complex joke.
- anger: can arise from something quite immediate like someone punching you, or a complex social situation where you are subtly being manipulated.
But in many cases, what induces the emotion is a complex situation that involves abstract cognition. The physical response is primitive, and you don't notice the cognition because it is subconscious, but a lot may be going into the trigger for the emotion.
https://cis.temple.edu/~pwang/Publication/emotion.pdf
ML and physics share a belief in the power of their universal abstractions - all is dynamics in spaces at scales, all is models and data.
The belief is justified because the abstractions work for a big array of problems, to a number of decimal places. Get good enough at solving problems with those universal abstractions, everything starts to look like a solvable problem and it gets easy to lose epistemic humility.
You can combine physics and ML to make large reusable orbital rockets that land themselves. Why shouldn’t be able to solve any of the sometimes much tamer-looking problems they fail to? Even today there was an IEEE article about high failure rates in IT projects…
It is arrogant, but I see why it happens with brain-related fields specifically: the best scientific answer to most questions of intelligence and consciousness tends to be "we have no idea, but here's a bad heuristic."
It seems plausible that good AI researchers simply need to be fairly generalist in their thinking, at the cost of being less correct. Both neural networks and reinforcement learning may be crude but useful adoptions. A thought does not have to be correct. It just has to be useful.
Ilya also said AI may already be "slightly conscious" in 2022
https://futurism.com/the-byte/openai-already-sentient
Any time I read something like this my first thought is "cool, AI is now meeting an ill-defined spec". Which, when thinking about it, is not too dissimilar from other software :D
I think a lot of this comes down to "People with tons of money on the line say a lot of things," But in Ilya's case in particular I think he was being sincere. Wrong, but sincere, and that's kind of a problem inherent in this entire mess.
I believe firmly in Ilya's abilities with math and computers, but I'm very skeptical of his (and many others') alleged understanding of ill-defined concepts like "Consciousness". Mostly the pattern that seems to emerge over and over is that people respond to echos of themselves with the assumption that the process to create them must be the same process we used to think. "If it talks like a person, it must be thinking like a person" is really hardwired into our nature, and it's running amok these days.
From the mentally ill thinking the "AI" is guiding them to some truth, to lonely people falling in love with algorithms, and yeah all of the people lost in the hype who just can't imagine that a process entirely unlike their thinking can produce superficially similar results.
I think smart people across all domains fall for the trap of being overconfident in their ability to reason outside of their area of expertise. I admire those who don't, but alas we are human.
What's wrong with putting your current level of knowledge out there? Inevitably someone who knows more will correct you, or show you're wrong, and you've learnt something
The only thing that would make me cringe is if he started arguing he's absolutely right against an expert in something he has limited experience in
It's up to listeners not to weight his ideas too heavily if they stray too far from his specialty
The equivalence of emotions to reward functions seem pretty obvious to me. Emotions are what compel us to act in the environment.
> It's something physicists are often accused of also.
Nah. Physics is hyper-specialized. Every good physicist respects specialists.
>There is an arrogance I have seen that is typical of ML (having worked in the field) that makes its members too comfortable trodding into adjacent intellectual fields they should have more respect and reverence for.
I've not only noticed it but had to live with it a lot as a robotics guy interacting with ML folks both in research and tech startups. I've heard essentially same reviews of ML practitioners in any research field that is "ML applied to X" and X being anything from medical to social science.
But honestly I see the same arrogance in software world people too, and hence a lot here in HN. My theory is that, ML/CS is an entire field around made-for-human logic machine and what we can do with it. Which is very different from anything real (natural) science or engineering where the system you interact with is natural Laws, which are hard and not made to be easy to understand or made for us, unlike programming for example. When you sit in a field when feedback is instant (debuggers/bug msg), and you deep down know the issues at hand is man-made, it gives a sense of control rarely afforded in any other technical field. I think your worldview get bent by it.
CS folk being basically the 90s finance bro yuppies of our time (making a lot of money for doing relatively little) + lack of social skills making it hard to distinguish arrogance and competence probably affects this further. ML folks are just the newest iteration of CS folks.
It is not arrogance.
It's awareness of the physical church turing thesis.
If it turns out everything is fundamentally informational, then the exact complexity (of emotion or consciousness even, which I'm sure is very complex) is irrelevant; it would still mean it's turing representable and thus computable.
It may very well turn out not to be the case, which on it's own will be interesting as that suggests we live in a dualist reality.
I think the bigger problem is he refused to talk about what he's working on! I would love to hear his view on how we're going to move past evals and RL, but he flat out said it's proprietary and won't talk about it.
"The idea that we’d be investing 1% of GDP in AI, I feel like it would have felt like a bigger deal, whereas right now it just feels...[normal]."
Wow. No. Like so many other crazy things that are happening right now, unless you're inside the requisite reality distortion field, I assure you it does not feel normal. It feels like being stuck on Calvin's toboggan, headed for the cliff.
Agreed.
I didn't learn anything new from this. What exactly has he been researching this entire time?
Best time to sell his ai portfolio
How did Dwarkesh manage to build a brand that can attract famous people to his podcast? He didn’t have prior fame from something else in research or business, right? Curious if anyone knows his growth strategy to get here.
Seems like he’s Lex without the Rogan association so hardcore liberal folks can listen without having to buy morality offsets. He’s good, and he’s filling a void in an established underserved genre is my take.
I stopped listening to Lex Fridman after he tried to arbiter a "peace agreement" between Russia and Ukraine and claimed he just wanted to make the world "love" each other more.
Then I found out he was a fraud that had no academic connection to MIT other than working there as an IC.
> I stopped listening to Lex Fridman after he tried to arbiter a "peace agreement" between Russia and Ukraine...
Same here. I lost all respect for Lex after seeing him interview Zelensky of Ukraine. Lex grew up in Moscow. He sometimes shows a soft spot for Russia perhaps because of it.
I think its important to include that Lex is laundromat for whatever the guest is trying to sell. Dwarkesh does an impressive amount of background and speaks with experts about their expertise.
His recent conversation with Sutton suggests otherwise. Friedman is a vapid charlatan par excellence. Dwarkesh suffers from a different problem, where, by rubbing shoulders with experts, he has come to the mistaken belief that he possesses expertise, absent the humility and actual work that would entail.
Spot on.
> I think its important to include that Lex is laundromat for whatever the guest is trying to sell.
This is also Rogan's chief problem as a podcaster, isn't it?
It has nothing to do with politics.
It amuses me to no end that there are groups in the US that would probably consider both Terence McKenna and Michel Foucault as "far right" conservatives if they were alive and had podcasts in 2025.
Absolutely no way Timothy Leary would be considered a liberal in 2025.
Those three I think represent a pretty good mirror of the present situation.
Tell me more about these morality offsets I can buy! I got a bunch of friends that listen to Joe Rogan, so I listen to him to know what they're talking about, but I've been doing so without these offsets, so my morality's been taking hits. Please help me before I make a human trafficking app for Andrew Tate!
Fridman is a morally broken grifter, who just built a persona and a brand on proven lies, claiming an association with MIT that was de facto non-existent. Not wanting to give the guy recognition is not a matter of being liberal or conservative, but just interested in truthfulness.
Second hit: https://cces.mit.edu/team/lex-fridman/
To qualify what “conducts research” means:
> Lex does not teach any for-credit class at MIT, is not listed in the teaching faculty, and his last published research paper was published in 2018. For community outreach, Lex Fridman HAS taught classes in MIT’s IAP program, which are non-credit bearing.
> The most recent documented instance of Lex Fridman teaching an IAP class was in January 2022, when he co-instructed a series of lectures on deep learning, robotics, and AI-specialized computing hardware as part of MIT’s Independent Activities Period, scheduled from January 10 to January 14.
His profile photo btw is in front of an actual lecturer’s chalk board from a class he wasn’t involved with. The chalkboard writing is just an aesthetic. In that picture he was teaching an introductory level powerpoint about AI trends in a one-time, unpaid IAP session. That’s as authentic as it gets
The episode with Zelensky exposed him as a complete idiot. I can maybe tolerate grifters but fuck the whole 'love and peace bro' act while implying Ukraine should make peace with invaders who have ruthlessly killed civilian men, women, and children.
I wish we stopped giving airtime to grifters. Maybe then things would start looking up in the world.
Patel takes anticommunism to such an extreme that he repeatedly brings up and speculates (despite being met with repudiation by even the staunchest anticommunist of guests) whether naziism is preferable, that Hitler should have the war against Soviets, that the US should have collaborated with Hitler to defeat communism, and that the enduring spread of naziism would have been a good tradeoff to make.
I don't remember all of the details so I can't remember if that came up in the episode I listened to. But I did listen to an episode where he talked to a (Chinese) guest about China. I discussed it with a Chinese friend at the time, and we both thought the guest was very interesting and well-informed, but the interviewer's questions were sometimes fantastical in a paranoid way, naively ideological, and often even a bit stupid.
It being the first (and so far only) interview of his I'd seen, between that and the AI boosterism, I was left thinking he was just some overblown hack. Is this a blind spot for him so that he's sometimes worth listening to on other topics? Or is he in fact an overblown hack?
No, he’s an overblown hack who is pandering to the elements of his audience that would share those views about Nazism and China. Should many someday see through the veil of his bullshit or simply grow tired of his pablum, he can then pivot to being a far right influencer and continue raking in the dough, having previously demonstrated the proper bona fides.
He also has the classic government is bad and inefficient take with zero to back it up. Just lazy pandering.
Where does he say this?
the Sarah Paine interviews
Overnight success takes years (he has been doing the podcast for 5 years).
People are impressed by his interviews because he puts a lot of effort into researching the topic before the interview. This is a positive feedback loop.
He does deep research on topics and invites people who recognize his efforts and want to engage with an informed audience.
Maybe he's an Industry plant
One word.
Consistency.
You can just do things.
Don't stop.
He's the best interviewer I ever found, try listening to his first couple episodes - they're from his dorm or something. If you can think of a similar style and originality in questioning I'd love a suggestion!
Sean Evans. :)
I don’t think either of those ages is correct. I’d like to see the age of efficiency and bringing decent models to personal devices.
Sure but that will also be a research age.
One thing from the podcast that jumped out to me was the statement that in pre training "you don't have to think closely about the data". Like I guess the success of pre training supports the point somewhat but it feels to me slightly opposed to Karpathy talking about what a large percentage of pretraining data is complete garbage. I guess I would hope that more work in cleaning the pre training data would result in stronger and more coherent base models.
did he just say locomotion came from squirrels
I think he was referencing something Richard Sutton said (iirc); along the lines of "If we can get to the intelligence of a squirrel, we're most of the way there"
I've been saying that for decades now. My point was that if you could get squirrel-level common sense, defined as not doing anything really bad in the next thirty seconds while making some progress on a task, you were almost there. Then you can back-seat drive the low-level system with something goal-oriented.
I once said that to Rod Brooks, when he was giving a talk at Stanford, back when he had insect-level robots and was working on Cog, a talking head. I asked why the next step was to reach for human-level AI, not mouse-level AI. Insect to human seemed too big a jump. He said "Because I don't want to go down in history as the creator of the world's greatest robot mouse".
He did go down in history as the creator of the robot vacuum cleaner, the Roomba.
timestamp?
You have LLMs but you also need to model actual intelligence, not its derivative. Reasoning models are not it.
Scaling got us here and it wasn't obvious that it would produce the results we have now, so who's to say sentience won't emerge from scaling another few orders of magnitude?
Of course there will always be research to squeeze more out of the compute, improving efficiency and perhaps make breakthroughs.
Another few orders of magnitude? Like 100-1000x more than we're already doing? Got a few extra suns we can tap for energy? And a nanobot army to build various power plants? There's no way to do 1000x of what we're already doing any time soon.
Open source the training corpus.
Isn't this humanity's crown jewels? Our symbolic historical inheritance, all that those who came before us created? The net informational creation of the human species, our informational glyph, expressed as weights in a model vaster than anything yet envisionaged, a full vectorial representation of everything ever done by a historical ancestor... going right back to LUCA, the Last Universal Common Ancestor?
Really the best way to win with AI is use it to replace the overpaid executives and the parasitic shareholders and investors. Then you put all those resources into cutting edge R & D. Like Maas Biosciences. All edge. (just copy and paste into any LLM then it will be explained to you).
Even as criticism targets major model providers, his inability to answer clearly about revenue & dismissing it as a future concern reveals a great deal about today's market. It's remarkable how effortlessly he, Mira, and others secure billions, confident they can thrive in such an intensely competitive field.
Without a moat defined by massive user bases, computing resources, or data, any breakthrough your researchers achieve quickly becomes fair game for replication. May be there will be new class of products, may be there is a big lock-in these companies can come up with. No one really knows!
He's just doing research with some grant money? Why would you ask a researcher for a path to profitability?
I just hope the people funding his company are aware that they gave some grant money to some researchers.
Exactly, as far as anyone outside of the deal participants knows, Ilya hasn't made any promises with respect to revenue.
Is it a grant? My understanding is that they're raising money as a startup
https://www.reuters.com/technology/artificial-intelligence/o...
Sometimes I wonder who the rational individuals at the other end of these deals are and what makes them so confident. I always assume they have something that general public cannot deduce from public statements
If the whole market goes to bet at the roulette, you go bet as well.
Best case scenario you win. Worst case scenario you’re no worse off than anyone else.
From that perspective I think it makes sense.
The issue is that investment is still chasing the oversized returns of the startup economy during ZIRP, all while the real world is coasting off what’s been built already.
There will be one day where all the real stuff starts crumbling at which point it will become rational to invest in real-world things again instead of speculation.
(writing this while playing at the roulette in a casino. Best case I get the entertainment value of winning and some money on the side, worst case my initial bet wouldn’t make a difference in my life at all. Investors are the same, but they’re playing with billions instead of hundreds)
This looks like the classic VC model:
1. Most AI ventures will fail
2. The ones that succeed will be incredibly large. Larger than anything we've seen before
3. No investor wants to be the schmuck who didn't bet on the winners, so they bet on everything.
Aka gambling.
The difference is that while gambling has always been a thing on the sidelines, nowadays the whole market is gambling.
Most of the money flowing to the big players is from tech giant capex, originally from net cash flow and lately its financed by debt. A lot of these investors seem to now essentially be making the case that AI is "too big to fail". This doesn't at all resemble VC firms taking a lot of small bets across a sector.
There isn't necessarily rationality behind venture deals; its just a numbers game combined with the rising tide of the sector. These firms are not Berkshire. If the tide stops rising, some of the companies they invested in might actually be ok, but the venture boat sinks; the math of throwing millions at everyone hoping for one to 200x on exit does not work if the rising tide stops.
They'll say things like "we invest in people", which is true to some degree, being able to read people is roughly the only skill VCs actually need. You could probably put Sam Altman in any company on the planet and he'd grow the crap out of that company. But A16z would not give him ten billion to go grow Pepsi. This is the revealed preference intrinsic to venture; they'll say its about the people, but their choices are utterly predominated by the sector, because the sector is the predominate driver of the multiples.
"Not investing" is not an option for capital firms. Their limited partners gave them money and expect super-market returns. To those ends, there is no rationality to be found; there's just doing the best you can of a bad market. AI infrastructure investments have represented like half of all US GDP growth this year.
"Rational [citation needed] individuals at the other end of these deals"
Your assumption is questionable. This is the biggest FOMO party in history.
> confident they can thrive in such an intensely competitive field.
I agree these AI startups are extremely unlikely to achieve meaningful returns for their investors. However, based on recent valley history, it's likely high-profile 'hot startup' founders who are this well-known will do very well financially regardless - and that enables them to not lose sleep over whether their startup becomes a unicorn or not.
They are almost certainly already multi-millionaires (not counting ill-liquid startup equity) just from private placements, signing bonuses and banking very high salaries+bonus for several years. They may not emerge from the wreckage with hundreds of millions in personal net worth but the chances are very good they'll probably be well into the tens of millions.
TBH if you truly believe you are in the frontier of AI you probably don’t need to care too much about those numbers.
Yes corporations need those numbers, but those few humans are way more valuable than any numbers out there.
Of course, only when others believe that they are in the frontier too.
I think software patents in AI are a possibility. The transformer was patented after all, with way it was bypassed being the decoder-only models.
Secrecy is also possible, and I'm sure there's a whole lot of that.
Mira was a PM who somehow was at the right place at the right time. She isn’t actually an AI expert. Ilya however, is. I find him to be more credible and deserving in terms of research investment. That said, I agree that revenue is important and he will need a good partner (another company maybe) to turn ideas into revenue at some point. But maybe the big players like Google will just acquire them on no revenue to get access to the best research, which they can then turn into revenue.
That’s kind of a shitty way to put it. Mira wasn’t a PM at OpenAI. She was CTO and before that VP of Engineering. Prior to OpenAI she was an engineer at Tesla on the Model X and Leap Motion. You’re right that she’s not a published ML researcher like Ilya, but "right place, right time" undersells leading the team that shipped ChatGPT, DALL-E, and GPT-4.
“CTO” during ZIRP means nothing to be fair. You could put a monkey in front of a typewriter in that environment and still get a 50% chance of success, by the success metric of the time which was just “engagement” instead of profits. If you’re playing with infinite money it’s hard to lose.
They have a moat defined by being well known in the AI industry, so they have credibility and it wouldn't be hard for anything they make to gain traction. Some unknown player who replicates it, even if it was just as good as what SSI does, will struggle a lot more with gaining attention.
Being well known doesn’t qualify as a moat.
Agreed. But it can be a significant growth boost. Senior partners at high-profile VCs will meet with them. Early key hires they are trying to recruit will be favorably influenced by their reputation. The media will probably cover whatever they launch, accelerating early user adoption. Of course, the product still has to generate meaningful value - but all these 'buffs' do make several early startup challenges significantly easier to overcome. (Source: someone who did multiple tech startups without those buffs and ultimately reached success. Spending 50% of founder time for six months to raise first funding is a significant burden (working through junior partners and early skepticism) vs 20% of founder time for three weeks.)
Yes, I am not debating that it gets you a significant boost.
I’m personally not aware of a strong correlation with real business value created after the initial boost phase. But surely there must be examples.
He has no answer for it so the only thing he can do is deflect and turn on the $2T reality distortion field.
Nobody knows the answer. He would be lying if he gave any number. His startup is able to secure funding solely based on his credential. The investors know very well but they hope for a big payday.
Do you think OpenAI could project their revenue in 2022, before ChatGPT came out?
He also suggested the "revenue opportunities" would reveal themselves later, given enough investment. I have the same plan if anyone is interested.
Scaling is not over, there's no wall.
Oriol Vinyals VP of Gemini research
https://x.com/OriolVinyalsML/status/1990854455802343680?t=oC...
He didn't say it's over, just that continued scaling won't be transformational.
https://xcancel.com/OriolVinyalsML/status/199085445580234368...?
He is, of course, incentivised to say that.
Researcher says it's time to fund research. News at 11
Exactly.
A lot more of human intelligence is hard coded
Translation: Free lunch of getting results just by throwing money at the problem is over. Now for the first time in years we actually need to think what we are doing and firgure out why things that work, do work.
Somehow, despite being vastly overpaid I think AI researchers will turn out to be deeply inadequate for the task. As they have been during the last few AI winters.
This AI stuff is really taking off fast.
And hasn't Ilya been on the cutting edge for a while now?
I mean, just a few hours earlier there was a dupe of this artice with almost no interest at all, and now look at it :)
This was my feelings way back then when it comes to major electronics purchases:
Sometimes you grow to utilize the enhanced capabilities to a greater extent than others, and time frame can be the major consideration. Also maybe it's just a faster processor you need for your own work, or OTOH a hundred new PC's for an office building, and that's just computing examples.
Usually, the owner will not even explore all of the advantages of the new hardware as long as the purchase is barely justified by the original need. The faster-moving situations are the ones where fewest of the available new possibilities have a chance to be experimented with. IOW the hardware gets replaced before anybody actually learns how to get the most out of it in any way that was not foreseen before purchase.
Talk about scaling, there is real massive momentum when it's literally tonnes of electronics.
Like some people who can often buy a new car without ever utilizing all of the features of their previous car, and others who will take the time to learn about the new internals each time so they make the most of the vehicle while they do have it. Either way is very popular, and the hardware is engineered so both are satisfying. But only one is "research".
So whether you're just getting a new home entertainment center that's your most powerful yet, or kilos of additional PC's that would theoretically allow you to do more of what you are already doing (if nothing else), it's easy for anybody to purchase more than they will be able to technically master or even fully deploy sometimes.
Anybody know the feeling?
The root problem can be that the purchasing gets too far ahead of the research needed to make the most of the purchase :\
And if the time & effort that can be put in is at a premium, there will be more waste than necessary and it will be many times more costly. Plus if borrowed money is involved, you could end up with debts that are not just technical.
Scale a little too far, and you've got some research to catch up on :)
Ilya "Undercover Genocide Supporter" Sutskever... ¯\_(ツ)_/¯
This reveals a new source of frustration, I can't watch this in work, and I don't want to read and AI generated summary so...?
There is a transcript of the entire conversation if you scroll down a little
When are we going to call out these charlatans for the frauds that they are?
One thing I’m curious about is this: Ilya Sutskever wants to build Safe Superintelligence, but he keeps his company and research very secretive.
Given that building Safe Superintelligence is extraordinarily difficult — and no single person’s ideas or talents could ever be enough — how does secrecy serve that goal?
If he (or his employees) are actually exploring genuinely new, promising approaches to AGI, keeping them secret helps avoid a breakneck arms race like the one LLM vendors are currently engaged in.
Situations like that do not increase all participants' level of caution.
Doesn't sound like you listened to the interview. He addresses this and says he may make releases that would be otherwise held back because he believes it's important for developments to be seen by the public.
No reasonable person would do that! That is, if you had the key to AI, you wouldn't share it and you would do everything possible to prevent it's dissemination. Meanwhile you would use it to conquer the world! Bwahahahaaaah!