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gmt's avatar

I think a bimodal outcome of (AGI by ~2030) or (pretty normal 2030s, 2040s) makes sense to me. I haven’t actually watched the video, so this is mostly me defining it myself, which may or may not line up with the video haha.

First, let’s assume that no further development of basic AI models happens, we’re stuck forever with GPT-5 level. This level can do a good job augmenting labor, and it can do some amount of independent work, but it clearly isn’t at the point where whole departments can just be replaced. Many more tools will be invented, but they’re capped out at the limits of token costs, reliability, and ability. It’s maybe a 2x multiplier on overall productivity for office jobs, but it’s not a 10x or 100x multiplier that would completely upend society. It maybe replaces Google, but Google integrates it first. It can’t replace physical labor at all. It will still have a large effect on society, but I predict 2045 will look like 2025, to a similar extent that 2025 looks like 2005 (which is still pretty different! smart phones! social media! the internetification of everything! chatgpt!). Notably though, OpenAI’s valuation goes down. There’s no super intelligence, and a lot of the valuation was based on them being able to get super intelligence first.

Now let’s examine that assumption. Current scaling techniques are limited and it’s not clear where else in the pipeline you can scale up. The concept of reasoning (increasing scale of output) was fairly predictable early on, albeit not the details. Increasing scale of input data/processing has been happening all along. But at this point we’re running out of ability to scale more on either of these fronts without some new technique. So unless a new technique is invented, I think we’re in that first hypothetical.

So will a new technique be invented? Obviously it’s impossible to know now, but it seems likely to me that the probability of it being found is a function of the amount of resources that are being put in to find it. Therefore, that either it will be found in the next ~five years with trillions of dollars of investment, or it likely won’t be for much longer.

I do want to note though that I don’t pin anything on 2030 specifically. That number mostly depends on how many resources society is willing to invest without anything new to show for it. And I don’t have a good sense for that, venture capitalists are unknowable to me.

Daniel Reeves's avatar

Related work (HT Tedd Hadley): https://arxiv.org/abs/2308.08708

Also an impressive ongoing series on human consciousness by Sarah Constantin: https://sarahconstantin.substack.com/p/making-sense-of-consciousness-part-8a8

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