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Generative AI's failure to induce robust models of the world

garymarcus.substack.com

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Re: Generative AI's failure to induce robust models of the world

#11
post #8

I find Gary's arguments increasingly semantic and unconvincing. He lists several examples of how LLMs "fail to build a world model", but his definition of "world model" is an informal hand-wave ("a computational framework that a system (a machine, or a person or other animal) uses to track what is happening in the world"). His examples are lifted from a variety of unclear or obsolete models - what is his opinion of O…

I think the point is that category errors or misinterpreting what a tool does can be dangerous.

Both statistical data generators and actual reasoning are useful in many circumstances, but there are also circumstances in which thinking that you are doing the latter when you are only doing the former can have severe consequences (example: building a bridge).

If nothing else, his perspective is a counterbalance to what is clearly an extreme hype machine that is doing its utmost to force adoption through overpromising, false advertising, etc. These are bad things even if the tech does actually have some useful applications.

As for benchmarks, if you fundamentally don't believe that stochastic data generation leads to reason as an emergent property, developing a benchmark is pointless. Also, not everyone has to be on the same side. It's clear that Marcus is not a fan of the current wave. Asking him to produce a substantive contribution that would help them continue to achieve their goals is preposterous. This game is highly political too. If you think the people pushing this stuff are less than estimable or morally sound, you wouldn't really want to empower them or give them more ideas.

Re: Generative AI's failure to induce robust models of the world

#13

The whole thing is silly. Look, we know that LLMs are just really good word predictors. Any argument that they are thinking is essentially predicated on marketing materials that embrace anthropomorphic metaphors to an extreme degree. Is it possible that reason could emerge as the byproduct of being really good at predicting words? Maybe, but this depends on the antecedent claim that much if not all of reason is stric…

> Is it possible that reason could emerge as the byproduct of being really good at predicting words?

Imagine we had such marketing behind wheels — they move, so they must be like legs on the inside. Then we run around imagining what the blood vessels and bones must look like inside the wheel. Nevermind that neither the structure nor the procedure has anything to do with legs whatsoever.

Sadly, whoever named it artificial intelligence and neural networks likely knew exactly what they were doing.

Re: Generative AI's failure to induce robust models of the world

#14
post #8

I find Gary's arguments increasingly semantic and unconvincing. He lists several examples of how LLMs "fail to build a world model", but his definition of "world model" is an informal hand-wave ("a computational framework that a system (a machine, or a person or other animal) uses to track what is happening in the world"). His examples are lifted from a variety of unclear or obsolete models - what is his opinion of O…

He cites o3 and o4-mini as examples of LLMs that play illegal chess moves.

Re: Generative AI's failure to induce robust models of the world

#15

The whole thing is silly. Look, we know that LLMs are just really good word predictors. Any argument that they are thinking is essentially predicated on marketing materials that embrace anthropomorphic metaphors to an extreme degree. Is it possible that reason could emerge as the byproduct of being really good at predicting words? Maybe, but this depends on the antecedent claim that much if not all of reason is stric…

I was having a discussion with Gemini. It claimed that because Gemini, as a large language model, cannot experience emotion, that the output of Gemini is less likely to be emotionally motivated. I countered that the experience of emotion is irrelevant. Gemini was trained on data written by humans who do experience emotion, who often wrote to express that emotion, and thus Gemini's output can be emotionally motivated, by proxy.

Re: Generative AI's failure to induce robust models of the world

#16

The whole thing is silly. Look, we know that LLMs are just really good word predictors. Any argument that they are thinking is essentially predicated on marketing materials that embrace anthropomorphic metaphors to an extreme degree. Is it possible that reason could emerge as the byproduct of being really good at predicting words? Maybe, but this depends on the antecedent claim that much if not all of reason is stric…

I don't think it's accurate anymore to say LLMs are just really good word predictors. Especially in the last year, they are trained with reinforcement learning to solve specific problems. They are functions that predict next tokens, but the function they are trained to approximate doesn't have to be just plain internet text.

Re: Generative AI's failure to induce robust models of the world

#17

The whole thing is silly. Look, we know that LLMs are just really good word predictors. Any argument that they are thinking is essentially predicated on marketing materials that embrace anthropomorphic metaphors to an extreme degree. Is it possible that reason could emerge as the byproduct of being really good at predicting words? Maybe, but this depends on the antecedent claim that much if not all of reason is stric…

> this depends on the antecedent claim that much if not all of reason is strictly representational and strictly linguistic. It's not obvious to me that this is the case

I'm with you on this. Software engineers talk about being in the flow when they are at their most productive. For me, the telltale sign of being in the flow is that I'm no longer thinking in English, but I'm somehow navigating the problem / solution space more intuitively. The same thing happens in many other domains. We learn to walk long before we have the language for all the cognitive processes required. I don't think we deeply understand what's going in these situations, so how are we going to build something to emulate it? I certainly don't consciously predict the next token, especially when I'm in the flow.

And why would we try to emulate how we do it? I'd much rather have technology that complements. I want different failure modes and different abilities so that we can achieve more with these tools than we could by just adding subservient humans. The good news is that everything we've built so far is succeeding at this!

We'll know that society is finally starting to understand these technologies and how to apply them when we are able to get away from using science fiction tropes to talk about them. The people I know who develop LLMs for a living, and the others I know that are creating the most interesting applications of them, already talk about them as tools without any need to anthropomorphize. It's sad to watch their frustration as they are slowed down every time a person in power shows up with a vision based on assumptions of human-like qualities rather than a vision informed by the actual qualities of the technology.

Maybe I'm being too harsh or impatient? I suppose we had to slowly come to understand the unique qualities of a "car" before we could stop limiting our thinking by referring to it as a "horseless carriage".

Re: Generative AI's failure to induce robust models of the world

#18
post #8

I find Gary's arguments increasingly semantic and unconvincing. He lists several examples of how LLMs "fail to build a world model", but his definition of "world model" is an informal hand-wave ("a computational framework that a system (a machine, or a person or other animal) uses to track what is happening in the world"). His examples are lifted from a variety of unclear or obsolete models - what is his opinion of O…

He cites o3 and o4-mini as examples of LLMs that play illegal chess moves.

I don't understand the reasoning behind drawing a conclusion that if something fails a task that requires reasoning implies that thing cannot reason.

To use chess as an example. Humans sometimes play illegal moves. That does not mean Humans cannot reason. It is an instance of failing to show proof of reasoning. Not a proof of the inability to reason.

Re: Generative AI's failure to induce robust models of the world

#19
post #8

I find Gary's arguments increasingly semantic and unconvincing. He lists several examples of how LLMs "fail to build a world model", but his definition of "world model" is an informal hand-wave ("a computational framework that a system (a machine, or a person or other animal) uses to track what is happening in the world"). His examples are lifted from a variety of unclear or obsolete models - what is his opinion of O…

I think the point is that category errors or misinterpreting what a tool does can be dangerous. Both statistical data generators and actual reasoning are useful in many circumstances, but there are also circumstances in which thinking that you are doing the latter when you are only doing the former can have severe consequences (example: building a bridge). If nothing else, his perspective is a counterbalance to what…

> If nothing else, his perspective is a counterbalance to what is clearly an extreme hype machine that is doing its utmost to force adoption through overpromising, false advertising, etc. These are bad things even if the tech does actually have some useful applications.

In other words, overhyped in the short term, underhyped in the long term. Where short and long term are extremely volatile.

Take programming as an example. 2.5 years ago, gpt3.5 was seen as "cute" in the programming world. Oh, look, it does poems and e-mails, and the code looks like python but it's wrong 9 times out of 10. But now a 24B model can handle end-to-end SWE tasks in 0-shot a lot of the times.

Re: Generative AI's failure to induce robust models of the world

#20
post #4
post #3

"A wandering ant, for example, tracks where it is through the process of dead reckoning. An ant uses variables (in the algebraic/computer science sense) to maintain a readout of its location, even as as it wanders, constantly updated, so that it can directly return to its home." Hm. Dead reckoning is a terrible way to navigate, and famously led to lots of ships crashed on the shore of France before good clocks allowe…

Even if you find a pheromone trail, it doesn’t tell you what direction is home, or what path to take at branching paths. You need dead reckoning. The trail just helps you reduce the complexity of what you have to remember.

The lack of information in ant trails (beyond "it exists here") leads to death spirals https://en.m.wikipedia.org/wiki/Ant_mill
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