AI 2027

The story is entertaining, but it has a big fallacy - progress is not a function of compute or model size alone. This kind of mistake is almost magical thinking. What matters most is the training set.

During the GPT-3 era there was plenty of organic text to scale into, and compute seemed to be the bottleneck. But we quickly exhausted it, and now we try other ideas - synthetic reasoning chains, or just plain synthetic text for example. But you can't do that fully in silico.

What is necessary in order to create new and valuable text is exploration and validation. LLMs can ideate very well, so we are covered on that side. But we can only automate validation in math and code, but not in other fields.

Real world validation thus becomes the bottleneck for progress. The world is jealously guarding its secrets and we need to spend exponentially more effort to pry them away, because the low hanging fruit has been picked long ago.

If I am right, it has implications on the speed of progress. Exponential friction of validation is opposing exponential scaling of compute. The story also says an AI could be created in secret, which is against the validation principle - we validate faster together, nobody can secretly outvalidate humanity. It's like blockchain, we depend on everyone else.

This is what I think as well. Unfortunately for the AI proponents they already made an example of the software industry. Its on news reports in the US and globally; most people are no longer recommending to get into the industry, etc. Software for better or worse has made an example for other industries as to what "not to do" both w.r.t data (online and option), and culture (e.g. open source, open tests, etc).

Anecdotally most people I know are against AI - they see more negatives from it than positives. Reading things like this just reinforces that belief.

The question of why are we even doing this? Why did we invent this? etc. Most people aren't interested in creating a "worthy successor" at best that eliminates them and potentially their children seeing that goal as nothing but naive and dare I say it wrong. All these thoughts will come from reading the above for most people.

History unfolds without anyone at the helm. It just happens, like a pachinko ball falling down the board. Global economic structures will push the development of AI and they're extremely hard to overwhelm.