David Sacks: OpenAI and Anthropic Don't Need Regulations to Pace Frontier Models

It's interesting you're so derisive of actual, pragmatic leadership, of y'know deciding how we as a society will relate to new technologies - not just unthinkingly building gadgets.

I heavily use frontier models daily, and quite frankly their capabilities are just not very relevant outside of a narrow subset of software engineering tasks and the production of generic white collar "deliverables."

We're many years into $10s of billions of dollars being thrown at coding as a problem space specifically, and its one of the areas with the MOST training data available, and still...I can't get a frontier model to execute simple front-end UI tasks beyond the level of a visually impaired intern.

I believe Fable and Astra-class models were the first fully trained on Blackwell GPUs (the latest and greatest) and I think the expectation was that throwing this much extra compute at the problem would lead to greater gains. It has not. And the next gen GPUs are not going to be the same jump that h100 clusters to Blackwell was. Claiming you're slowing down out of choice, when in reality you've hit the limits given current compute, is disingenuous at best.

I think a lot of Anthropic/OpenAI employees are true believers here (who doesn't want to imagine they're having a large impact?) and have deluded themselves into believing they're building a god in their science fiction fantasy world.

Unfortunately the type of people working at these orgs apparently don't have much understanding of how the world works outside of their extremely narrow specialization.

When I hear them straight-faced throwing out dumb statistics like "8% GDP growth," "50% of white collar workers unemployed by next year," and "10% chance of human annihilation," I cringe so hard my eyebrows hit my chin. Here's a real statistic: 82% of German companies still use fax machines.

I seem to recall Waymo told a 60 minutes reporter during an early report on self driving cars: "your daughter will never need to learn to drive." Well, over a decade has passed since then, that girl got a drivers license, and we're still without driverless cars in 99% of places.

This capacity for self delusion is what enables silicon valley to take on these irrational moonshots...but these are the last people I would trust when trying to form an accurate picture of reality.

The real problem is the governments acquiesce instead of putting them in their place.