Earlier quoted context omitted.
The story is very clearly modeled to follow the exponential curve they show. Like the drew the curve out into the shape they wanted, put some milestones on it, and then went to work imagining what would happen if it continued with a heavy dose of X-risk doomerism to keep it spicy. It conveniently ignores all of the physical constraints around things like manufacturing GPUs and scaling training networks.
https://ai-2027.com/research/compute-forecast In section 4 they discuss their projections specifically for model size, the state of inference chips in 2027, etc. It's largely pretty in line with expectations in terms of the capacity, and they only project them using 10k of their latest gen wafer scale inference chips by late 2027, roughly like 1M H100 equivalents. That doesn't seem at all impossible. They also earlie…
1) useful training data available in the internet 2) number of humans creating more training data ”manually” 3) parameter scaling 4) ”easy” algorithmic inventions 5) available+buildable compute
”Just” needing a few more algorithmic inventions to keep the graphs exponential is a cop out. It is already obvious that just scaling parameters and compute is not enough.
I personally predict that scaling LLMs for solving all physical tasks (eg cleaning robots) or intellectual pursuits (they suck at multiplication) will not work out.
We will get better specialized tools by collecting data from specific, high economic value, constrained tasks, and automating them, but scaling a (multimodal) LLM to solve everything in a single model will not be economically viable. We will get more natural interfaces for many tasks.
This is how I think right now as a ML researcher, will be interesting to see how wrong was I in 2 years.
EDIT: addition about latest algorithmic advances:
- Deepseek style GRPO requires a ladder of scored problems progressively more difficult and appropriate to get useful gradients. For open-ended problems (like most interesting ones are) we have no ladders for, and it doesn’t work. In particular, learning to generate code for leetcode problems with a good number of well made unit tests is what it is good for.
- Test-time inference is just adding an insane amount of more compute after training to brute-force double-check the sanity of answers
Neither will keep the graphs exponential.