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On AI regulation and messaging

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Re: On AI regulation and messaging

#71
post #61

Earlier quoted context omitted.

I think his point is hand wavy at best. It presupposes infinite scaling and ignores all the algorithmic efficiency wins that are being discovered. Ironically, many of which are being discovered with autoresearch style workflows, using the very LLMs that his company builds. The #1 post on HN right now[1] is full of people jubilating about how they can run Qwen 3.8 27B on their > 5 year old GPUs. If that isn't democrat…

Which percentage of people have GPUs capable of running Qwen3.8 27B? I am one of those, and for my job I am still resorting to hyperscalers because tasks are completed faster and more accurately that way. Even if we assume that models will no longer improve and we reach a point where everyone can run Fable in their laptop, surely running 1000x Fable agents would give you an advantage. I think access to compute will m…

That's actually an interesting question, and I don't think we have the data to answer it. But we do have the Steam data, and about 7% of Steam users have a GPU that can run it well at a 4-Bit quant (≥24 GB VRAM). About 30% can run a 3-bit quant - I'd say that's just barely usable (≥16 GB VRAM).

I'm not sure whether that's low or high, or how it compares to a general audience.

Re: On AI regulation and messaging

#72

> I think it is fundamentally a crisis of trust. I think that ordinary people don’t trust companies, governments, or the tech industry and always suspect that we are cooking up some new way to screw them over. [...] > I don’t think that a glitzy marketing campaign with a positive spin (which some have advocated that Anthropic do) is the way to win back that trust — at this point, saying that AI will cure cancer is mo…

This is actually crazy, because biochemistry is where LLMs are weakest. It's one of science's most fuzzy and unpredictable domains, in general, and a lot of published works which an LLM might take at face value might be unreplicable or subtly flawed. (See e.g. the entire history of Alzheimer's.) It is also where real-world lab and clinical trial work is most important. So Anthropic are going to spin up a medicinal ch…

AI bros consistently handwave away any notions of the material world imposing limits, because (spoiler!) it's a religion where you start from the miracle and work backwards. "Oh, we'll just set up fully automated robotic research labs everywhere!" Where will you get the raw materials? Oh we'll mine the asteroids! How will you find the energy to get there? Oh, the AI will invent new physics! (again without needing to run experiments). Et.c.

Didn't and don't mean to disparage anyone's medical struggles, but "a cure for cancer" is a well-worn strawman. One that's been achieved for the low hanging fruit, the higher ones are seeing steady progress (already before LLM chatbots, even!), the bottleneck isn't "intelligence" and to the extent there are socioeconomic (access to screening, treatment) or environmental/lifestyle factors involved the AI boom is likely just making things worse!

I'm sure Dario knows this, and it's anyway too pedestrian compared to the usual list of fruits of ASI. The text probably originally read "nanobots eating you alive and uploading to the cloud" or something, but they figured that wouldn't go over with the intended audience. "What do the peasants care about? Oh I know! Curing cancer!"

Re: On AI regulation and messaging

#74
I genuinely think Dario is a well intentioned, intelligent dude, but I think him and Anthropic have a huge PR problem and are really out of touch with how they're perceived.

Anthropic in particular has developed this almost Orwellian like veil of condescending rhetoric that on the surface suggests they're looking out for you while underneath they're taking actions that suggest they do not trust you, Mr/Mrs Ordinary Person. All the safety rhetoric, never supporting open weight models, the lockdowns on harnesses outside claude code, etc.

Anthropic if you care about public good, do something to empower people. Release an OSS model. Open source Claude Code. Open source some inference tooling or something. Just give people anything except your words.

Re: On AI regulation and messaging

#75
post #61

Earlier quoted context omitted.

I think his point is hand wavy at best. It presupposes infinite scaling and ignores all the algorithmic efficiency wins that are being discovered. Ironically, many of which are being discovered with autoresearch style workflows, using the very LLMs that his company builds. The #1 post on HN right now[1] is full of people jubilating about how they can run Qwen 3.8 27B on their > 5 year old GPUs. If that isn't democrat…

Which percentage of people have GPUs capable of running Qwen3.8 27B? I am one of those, and for my job I am still resorting to hyperscalers because tasks are completed faster and more accurately that way. Even if we assume that models will no longer improve and we reach a point where everyone can run Fable in their laptop, surely running 1000x Fable agents would give you an advantage. I think access to compute will m…

NVIDIA's 3090 was released in September 2020. Apple's M1 was released ~2 months later. Anyone with a 5 year old M1 Mac with 32GB or more RAM can run a 4-bit quantized version of Qwen3.8 27B on their machine. AFAICT, there are ~110m Apple Silicon Macs in the world. I'd wager that at least ~20% of those have enough memory to run this model. And if you account for gamers with NVIDIA and AMD cards, I'd wager that the segment is at least an order of magnitude bigger.

> Even if we assume that models will no longer improve and we reach a point where everyone can run Fable in their laptop, surely running 1000x Fable agents would give you an advantage.

IMO, asymptotic advantages are marginal. At least for coding, we got a glimpse into how much of an advantage it gives (or doesn't) when the Claude Code codebase leaked[1] ~4 months ago. :)

[1]: https://news.ycombinator.com/item?id=47586778

Re: On AI regulation and messaging

#76
post #12

> Overall my view is that AI is structurally a technology that tends to concentrate power, for reasons that have nothing to do with regulation (more to do with the extreme implications of the scaling laws). Open-weights do help some with this but are nowhere near a sufficient solution because they simply shift the concentration somewhat to those with the most compute and chips (which are roughly the frontier labs plu…

Swap that point about AI with "electricity". Everything runs on electricity it's "a technology that tends to concentrate power" (no pun intended). The electricity providers must be too powerful... But somehow electricity providers aren't that powerful. Unless there is no competition in sight... The point "AI is structurally a technology that tends to concentrate power" is not that correct. They need this statement to…

Competition is only one of the ways to keep a corporation aligned. In the case of France, having a state monopoly on electricity even worked very well until we broke it for the sake of competition.

Re: On AI regulation and messaging

#77
For $20 a month you can experience what it’s like to have a 130+ iq for a few minutes a day.

Why does this need a master?

Do we regulate bio geniuses for the danger they pose? No, we do not.

Do we regulate other tools like hammers and drills? No. Books? No.

Re: On AI regulation and messaging

#78
post #14

Called it! He was bound to squeal after the release of QWEN 3.8 in one way or another and here it is. I wasn't even a teenager but I'm getting so much Jobs/Ballmer flashbacks with internet explorer and microsoft office. Edit: Does anyone else notice the switching between dashes and em-dashes between paragraphs? Tells you a lot about the man, doesn't it.

I don’t understand your edit; can you quote an example switch?

Re: On AI regulation and messaging

#79
post #67

> I think it is fundamentally a crisis of trust. I think that ordinary people don’t trust companies, governments, or the tech industry and always suspect that we are cooking up some new way to screw them over. [...] > I don’t think that a glitzy marketing campaign with a positive spin (which some have advocated that Anthropic do) is the way to win back that trust — at this point, saying that AI will cure cancer is mo…

I think it's more reasonable than it sounds on the surface. People's jobs, the bubble, etc are societal level problems and well beyond what Anthropic could even hope to influence on their own. Curing cancer sounds insane, but it's also a research problem, not a societal level coordination problem. And one AI has already proved to help with breakthroughs (alphafold). IMO it makes sense for them to shoot for something…

> Curing cancer sounds insane, but it's also a research problem,

I just don't buy the AI labs approach to this stuff. Like, unless we can basically simulate the entirety of human biology, I don't really see how LLMs can make progress here. Maths is different as it doesn't require a real-world interface, and programming already (by definition) can be simulated on a computer.

Without that, I can't see much (if any) progress being made on domains like biology.

Re: On AI regulation and messaging

#80
post #29
post #13

One thing Dario said is important reflecting on (but from another angle): where's the big deliverable from AI? If AI makes us 10x more productive, the 3 years since its popularization were enough for a product that would have taken 30 years to build without AI, for instance. I'm an AI advocate but that question makes me feel that AI is simply "very useful" rather than being a historical game changer for humanity.

First, it's not three years since. The real improvements in programming ability arrived in the last 6-8 months. Second, the Internet didn't show up much in GDP and similar measures either! But your point stands. Where are the amazing digital products/stuff? I get that it might take time to arrive as we scale up compute and learn new paradigms. But so much infra already exists (deployment pipeliens, everyone reachable…

> But your point stands. Where are the amazing digital products/stuff? I get that it might take time to arrive as we scale up compute and learn new paradigms. But so much infra already exists (deployment pipeliens, everyone reachable on a smartphone) that we should be seeing something.

I'm definitely seeing indie-sized games that appear to have had significant input from AI, though I'm not sure the balance between AI for coding and AI for assets. My experience attempting this directly suggests that the current level they work at can make very simple games as one-shots, but anything more than trivial will produce outputs only as good as the developer's combined willingness to put in effort tweaking things and taking it all one step at a time, and their taste about what "good" even is.

I'm using spare credits to build and improve an isochrone map renderer, which I otherwise wouldn't have had time for (apart from anything else, I'd have had to become skilled in JS+wasm, somewhat of a pivot from iOS). This also requires taking it all one step at a time, having UX and UI taste.

Having lived through GeoCities since before it was bought by Yahoo!, taste is… well. Most people make things that nobody else actually wants.

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