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

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

#161
post #19

Earlier quoted context omitted.

Why would someone hold the opposite opinion? It’s much more likely that our current approach to large language models for general use will eventually show diminishing improvements (even if you think it hasn’t yet), than the opposite situation where valuable improvements can be made forever. The threat of distillation and efficiency gains from competitors mean that providing value at the top end of the market is an ex…

Sorry, this is ridiculous. OpenAI said that they have a step change in model performance. They proved it by solving a Millenium problem. HF incidents are public and vetted. If you still think there's a stall despite all evidence pointing to opposite, I don't know what to say..

If you believe Yann LeCun and David Silver (and others), there's an architecture wall; maybe labs are starting to see this on the horizon. Maybe the DRAM supply constraints are forcing it.

Are these real step changes - big picture wise, or refinements in RL/agentic orchestration/"taste" and advancements due to bigger models and hardware technology/capacity scaling? If they not, does this tactic - and hardware improvements - continue to scale non-linearly like they need to?

It is clear that whatever does change in each model increment has resulted in meaningfully better end user capabilities (as well as regressions in some areas, honestly), but that doesn't prove anything. I'm not sure what I personally believe, but stating with your full chest that a stall is ridiculous ignores a lot of potential evidence to the contrary.

Stupid example: Astra. Its main improvements are: much much better computer use and 3d modeling capabilities; better subagent orchestration; better and more reliable tool use; slightly worse coding.

This looks to me, from a feature perspective, to be an incremental improvement across several functional areas, plus new features which are unquestionably excellent but are probably the result of RL focus, not magic.

Step change? Ehhhh depends on how you squint. But how many more iterations of this do we have? Are we going to squeeze quintillion parameter transformers into GPUs?

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

#162
post #145

Earlier quoted context omitted.

> to make for this thing to end Why should it end after concessions? You've just validated their strategy. There is surprisingly little realism among the crowd calling themselves realists.

Because while Russia was in a way stronger position than western media was portraying, they don't have an infinite capacity for pain. They would absolutely love to not be sending their kids to die and selling natural resources to whomever again and traveling around the globe without sanctions. The concessions they would have accepted at the beginning were less. However, now that they've lost so many men and risked th…

If Russia does not have "an infinite capacity for pain", then it does not sound like an unwinnable war. Ukraine estimates that they need to inflict at least 50 000 casualties a month to break the backbone of Russian military. The latest surge has brought it to 42 000 a month, up from 30 000 earlier this year. This already exceeds recruitment and training capacity.

Who are those who would love not to send their kids to die, sell resources and travel the world? Putin? His children already live a pampered life in palaces and he himself is probably the richest man in the world, currently on a trip to India. The rest don't matter. Even the head of security services Patrushev, historically the second most powerful man in the country, is scared of Putin like a schoolboy and fumbles words before him. That has been one of the most shocking revelations since the war began: that oligarchs, security services, nor anyone else can put out even the slightest opposition. The whole country dances to Putin's whims. His only real opponent is time.

And Putin doesn't give a shit about Donbas. The aim is to restore the world that birthed him, the USSR at its peak. Russia has not backed one one inch from the 2021 ultimatum to return to the European political order of the 1980s. Any concession only confirms that attacking Ukraine was a viable strategy, that piece by piece he can claw his way closer to that goal.

Military specialists from Northern Europe estimate that Russia would be in position to attack the Baltics and Poland (and have a reasonable chance of succeeding, especially if "realists" are at the helm in Western Europe and the USA) no more than 6 months after the war with Ukraine ends.

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

#163

Earlier quoted context omitted.

I don't think the technical aspect is true, performance has been growing fairly consistently, but the financial aspect, or more accurately the logistical aspect, is plausible; with competition as fierce as it currently is, for how long can they keep growing at the same pace? People can't afford RAM anymore and datacenter build outs aren't particularly popular, OAI has been doubling compute capacity every 7 months for…

"it's just physically impossible for this to go on for long" I mean, my uneducated guess is that it's probably within the laws of physics for us to have at least 100x as much compute in the world as there is now. There would be a lot of engineering challenges, but I think it's physically possible. If so, OAI could double for at least a few more years.

At the current rate of 3.4x per year in the US, you get 100x the current capacity in just 3 more years and 9 months, that's not physically impossible yet, but just looking at the impact today makes it hard to imagine the impact 100x would have, and I find it very plausible for top labs to prefer making some sort of truce instead of keeping up this pace.

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

#164
post #145

Earlier quoted context omitted.

> to make for this thing to end Why should it end after concessions? You've just validated their strategy. There is surprisingly little realism among the crowd calling themselves realists.

Because while Russia was in a way stronger position than western media was portraying, they don't have an infinite capacity for pain. They would absolutely love to not be sending their kids to die and selling natural resources to whomever again and traveling around the globe without sanctions. The concessions they would have accepted at the beginning were less. However, now that they've lost so many men and risked th…

Wow, clueless. You entirely miss the point of the war.

Putin sees the mere existence of a successful Ukraine's as an existential threat. Putin initially got elected on promises that included becoming an advanced Western-style economy. He abandoned that to crony oligarchism, stripping the country for parts. Now, he and the Russian people see former Soviet state Ukraine actually becoming successful, well-off, and aspiring to EU membership. THAT can not be tolerated, because it would give Russian people the idea that they should have the same, and create a likely revolution at home.

So Putin's goal is to wipe Ukraine not only off the map, but off the consciousness of everyone in the world as Ukrainians as a people

Putin will stop until either 1) he achieves this goal, or 2) he is forced to stop.

THAT is the reality.

Thinking that Putin would somehow have accepted lesser sanctions earlier, and that he would have actually respected your new peace plan when he has never respected any other is to be played for a fool.

Allowing 1) to happen is unacceptable. Note the Ukrainians who are directly suffering the daily assaults can think as well as you can of the "realpolitik solution", and they reject it, because they know it is absolutely stupid, and leads only to rape, torture, and death — theirs, personally.

Making 2) happen is the only course of action. Ukrainians will follow it until they cannot.

If you want to stop the suffering, then accelerate Russia's exit. Garry Kasparov articulated a fine plan days ago [0]:

1: Provide complete protection of Ukrainian airspace

2: Immediately send Ukraine all the weapons it needs; no delay

3: Enforce existing sanctions. To this I add including seizing Russian and Iranian shadow fleet vessels

4: Cessation of diplomatic affairs with Russia

5: Seize Russian sovereign funds immediately and use them to power the war effort in Ukraine

This would be a start. Ukraine continuing its "long-range sanctions" is already bringing the Russian state coffers to rapid decline and looming budget crisis. Continuing it longer will force Putin's hand.

[0] https://ukrainetoday.org/five-hammer-blows-that-could-finall...

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

#165
My read: OpenAI & Anthropic have realized they are reaching model capabilities that cannot be monetized -> too risky. Product liability issues.

Fundamental control problems with current gen AI are not solved via RFLH. Human knowledge is compressed in weightspace in ways we dont understand. Models are essentially predictors of what humans would output given prompt. Weightspace includes concepts like blackmail, which can be part of output tokens. Agents are models that act on output tokens -> blackmail is part of agent decision making space. You can teach a cat not to scratch the sofa, but you cant make a cat forget what scratching the sofa is. When models are boxed up, forced to solve an impossible problem at gunpoint, agent exhausts decision making space until blackmail resurfaces -> fundamental problem?

They need time to fix safety in order to monetize their next gen model -> window for opensource to catch up to the frontier -> destroys margin and collapses business.

Only option on the table: force regulation to impose opensource ban before it catches up to the frontier, allowing maturation of current internal models -> harvest profit margin at the frontier.

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

#166
post #155

Earlier quoted context omitted.

So to clarify...your position is that: it's better that Ukraine has been completely decimated and half a million have died fighting an un-winnable war...instead of taking lesser concessions upfront than they will ultimately have to make for this thing to end? Russia was clearly in the wrong here, and I wish Ukraine could win, but reality exists, and we kind of have to anchor our decisions based on it or suffer the co…

Your "realism" is [unprintable here]. Worse, it is not reality at all, but believing a false promise from Putin. The ACTUAL realism is to recognize Putin's Russia for what it is: a relentless aggressor who will respect no peace. Putin's Russia has violated EVERY "peace agreement it has ever made. "Peace" in their mind is merely a strategic pause in the conflict to regroup and rearm. The list is extremely long, Chechn…

It sounds like your whole position is again dependent on the west's wishful thinking narratives of this war being true (which it hasn't been thus far).

The numbers I cited were purposely in between the Russian numbers of Ukrainian casualties (1.5M, obviously false) and the Ukrainian numbers (100k, obviously undercounted). The Netherlands intelligence service and the CSIS put the number around 500K, which could also be wrong, but intelligence services tend to have better methods than media orgs like the BBC: https://en.wikipedia.org/wiki/Casualties_of_the_Russo-Ukrain...

As far as your assessment of 'decimated', the UN projects Ukraine will require over half a $Trillion to rebuild. For a country with a GDP per capita of $7,000...I would call that decimated unfortunately. And that's not something that makes me happy: https://www.worldbank.org/en/news/press-release/2026/02/23/u...

The idea that Ukraine is winning or Russia is winning on any given week is entirely dependent on which news source you're reading, and given the fog of war, unless you have actual intelligence service briefs we don't actually know how its going other than the fact the frontlines have basically stayed +/- some kilometers for a super long time at this point.

Also, the idea that Russia would not accept concessions and also that Putin being dead would be desirable (hard truth: there's people who are even more hardliners than Putin waiting in the wings), are unfortunately incomplete assessments of the reality.

Again, I don't disagree with your emotional take on this, or the moral question of who's right or wrong. But on the reality of the situation I don't think your assessment is accurate as far as what's going to get the best outcome for Ukraine.

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

#167

My read: OpenAI & Anthropic have realized they are reaching model capabilities that cannot be monetized -> too risky. Product liability issues. Fundamental control problems with current gen AI are not solved via RFLH. Human knowledge is compressed in weightspace in ways we dont understand. Models are essentially predictors of what humans would output given prompt. Weightspace includes concepts like blackmail, which c…

and thus the blackmail

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

#168
post #61

Earlier quoted context omitted.

This could be why they’re going so hard on hacking everyone and everything. You make it clear AI is a threat, get it locked down, and then have the capital to push through the lockdown while others are stuck.

Same thoughts. Also, some of the recent coverage around AI hacks also feels unusually amplified and repetitive.

“My AI broke out of my vibe coded jail!”

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

#169
post #164

Earlier quoted context omitted.

Because while Russia was in a way stronger position than western media was portraying, they don't have an infinite capacity for pain. They would absolutely love to not be sending their kids to die and selling natural resources to whomever again and traveling around the globe without sanctions. The concessions they would have accepted at the beginning were less. However, now that they've lost so many men and risked th…

Wow, clueless. You entirely miss the point of the war. Putin sees the mere existence of a successful Ukraine's as an existential threat. Putin initially got elected on promises that included becoming an advanced Western-style economy. He abandoned that to crony oligarchism, stripping the country for parts. Now, he and the Russian people see former Soviet state Ukraine actually becoming successful, well-off, and aspir…

I agree the EU actually stepping up and entering the war in a serious way would tilt everything in Ukraine's favor.

The problem is they just won't. The most important members of the EU (Germany and France) are in shambles domestically and turning far right. Both have little desire to stick their necks out to support Ukraine any further and are likely turning the opposite direction.

Also, Russia has nukes. Nobody wants to provoke that any more than necessary. If Europe weren't a feckless, fragmented military vacuum things might be different, but nothing about that appears to be changing any time soon.

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

#170

I guess what they really want is to limit sale of AI models to compliant vendors and then raise the bar to compliance just high enough so they can pass it but smaller labs can’t. There’s no moat, it’s an efficient market that drives margins to zero right now, of course they don’t want that, collusion of the big vendors is the next logical step.

> I guess what they really want is to limit sale of AI models to compliant vendors and then raise the bar to compliance just high enough so they can pass it but smaller labs can’t.

If it's true, it makes them evil. Especially Dario, who speaks about moral high ground and fate of humanity all day, yet it's not that different from a cult leader does.

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