Failing to Understand the Exponential, Again
191–200 of 266 posts
Re: Failing to Understand the Exponential, Again
#192Earlier quoted context omitted.
Indeed you can't be sure. But on the other hand a bunch of the commentariat has been claiming (with no evidence) that we're at the midpoint of the sigmoid for the last three years. They were wrong. And then you had the AI frontier lab insiders who predicted an accelerating pace of progress for the last three years. They were right. Now, the frontier labs rarely (never?) provide evidence either, but they do have about…
Capex requirements might be on a different curve than model improvements. E.g. you might need to accelerate spending to get sub-linear growth in model output. If valuations depend on hitting the curves described in the article, you might see accelerating capex at precisely the time improvements are dropping off. I don’t think frontier labs are going to be a trustworthy canary. If Anthropic says they’re reaching the l…
Re: Failing to Understand the Exponential, Again
#193Earlier quoted context omitted.
See replies to sibling comments.
Doesn't answer the core fallacy. Historical "technological progress" can't be used as argument for any particular technology. Right now, if we are talking about AI, we're talking about specific technologies, which may just as well fail and remain inconsequential in the grand scheme of things, like most technologies, most things really, did in the past. Even more so since we don't understand much anything in either hu…
Information technology does not operate by the rules of any other technology. It is a technology of math and organization, not particular materials.
The unique value of information technology is that it compounds the value of other information and technology, including its own, and lowers the bar for its own further progress.
And we know with absolute certainty we have barely scratched the computing capacity of matter. Bremermann’s limit : 10^47 operations per second, per gram. See my other comment for other relevant limits.
Do you also expect a wall in mathematics?
And yes, an unbroken historical record of 4.5 billions years of information systems becoming more sophisticated with an exponential speed increase over time, is in fact a very strong argument. Changes that took a billion years initially, now happen in very short times in today's evolution, and essentially instantly in technological time. The path is long, with significant acceleration milestones at whatever scale of time you want to look at.
Your argument, on the other hand, is indistinguishable from cynical AI opinions going back decades. It could be made any time. Zero new insight. Zero predictive capacity.
Substantive negative arguments about AI progress have been made. See "Perceptrons" by Marvin Minksy and Seymour Papert, for an example of what a solid negative argument looks like. It delivered insights. It made some sense at the time.
Re: Failing to Understand the Exponential, Again
#194Earlier quoted context omitted.
"It’s Difficult to Make Predictions, Especially About the Future" - Yogi Berra. It's funny because it's true. So if you want to try to do this difficult task, because say there's billions of dollars and millions of people's livelihoods on the line, how do you do it? Gather a bunch of data, and see if there's some trend? Then maybe it makes sense to extrapolate. Seems pretty reasonable to me. Definitely passes the sni…
It's a stupid concept because it's behind every ponzi scheme.
Re: Failing to Understand the Exponential, Again
#195Earlier quoted context omitted.
I am getting the sense that the 2nd deriative of the curve is already hitting negative teritory. models get updated, and I don't feel I'm getting better answers from the LLMs. On the application front though, it feels that the advancements from a couple of years ago are just beginning to trickle down to product space. I used to do some video editing as a hobby. Recently I picked it up again, and was blown away by how…
What are some examples of tasks you no longer have to do?
Re: Failing to Understand the Exponential, Again
#196Earlier quoted context omitted.
Doesn't answer the core fallacy. Historical "technological progress" can't be used as argument for any particular technology. Right now, if we are talking about AI, we're talking about specific technologies, which may just as well fail and remain inconsequential in the grand scheme of things, like most technologies, most things really, did in the past. Even more so since we don't understand much anything in either hu…
My arguments are very strong. Information technology does not operate by the rules of any other technology. It is a technology of math and organization, not particular materials. The unique value of information technology is that it compounds the value of other information and technology, including its own, and lowers the bar for its own further progress. And we know with absolute certainty we have barely scratched t…
Pointing out logical fallacies?
Lol.
Re: Failing to Understand the Exponential, Again
#197Earlier quoted context omitted.
My arguments are very strong. Information technology does not operate by the rules of any other technology. It is a technology of math and organization, not particular materials. The unique value of information technology is that it compounds the value of other information and technology, including its own, and lowers the bar for its own further progress. And we know with absolute certainty we have barely scratched t…
> Your argument, on the other hand, is indistinguishable from cynical AI opinions going back decades. It could be made any time. Zero new insight. Zero predictive capacity. Pointing out logical fallacies? Lol.
Historical for billions of years of natural information system evolution. Metabolic, RNA, DNA, protein networks, epigenetic, intracellular, intercellular, active membrane, nerve precursors, peptides, hormonal, neural, ganglion, nerve nets, brains.
Thousands of years of human information systems. Hundreds of years of technological information systems. Decades of digital information systems. Now in in just the last few years, progress year to year is unlike any seen before.
Significant innovations being reported virtually every day.
Yes track records carry weight. Especially with no good reason for any reason for a break, while every tangible reason to believe nothing is slowing down, right up to today.
"Past is not a predictor of future behavior" is about asset gains relative to asset prices in markets where predictable gains have had their profitability removed by the predictive pricing of others. A highly specific feedback situation making predicting asset gains less predictable even when companies do maintain strong predictable trends in fundamentals.
It is a narrow specific second order effect.
It is the worst possible argument for anything outside of those special conditions.
Every single thing you have ever learned was predicated on the past having strong predictive qualities.
You should understand what an argument means, before throwing it into contexts where its preconditions don't exist.
> Right now, if we are talking about AI, we're talking about specific technologies, which may just as well fail and remain inconsequential in the grand scheme of things, like most technologies, most things really, did in the past. Even more so since we don't understand much anything in either human or artificial cognition. Again and again, we've been wrong about predicting the limits and challenges in computation.
> Your argument [...] is indistinguishable from cynical AI opinions going back decades. It could be made any time. Zero new insight. Zero predictive capacity.
If I need to be clearer, nobody could know when you wrote that by reading it. It isn't an argument it's a free floating opinion. And you have not made it more relevant today, than it would have been all the decades up till now, through all the technological transitions up until now. Your opinion was equally "applicable", and no less wrong.
This is what "Zero new insight. Zero predictive capacity" refers to.
> Substantive negative arguments about AI progress have been made. See "Perceptrons" by Marvin Minksy and Seymour Papert, for an example of what a solid negative argument looks like. It delivered insights. It made some sense at the time.
Here you go:
Re: Failing to Understand the Exponential, Again
#198> Given consistent trends of exponential performance improvements over many years and across many industries, it would be extremely surprising if these improvements suddenly stopped. I'm sure people were saying that about commercial airline speeds in the 1970's too. But a lot of technologies turn out to be S-shaped, not purely exponential, because there are limiting factors. With LLM's at the moment, the limiting fac…
1) $$$
2) data
The second (data) also isn't cheap. As it seems we've already gotten through all the 'cheap' data out there. So much so that synthetic data (fart huffing) is a big thing now. People tell it's real and useful and passes the glenn-horf theore... blah blah blah.
So it really more so comes down to just:
1) $$$^2 (but really pick any exponent)
In that, I'm not sure this thing is a true sigmoid curve (see: biology all the time). I think it's more a logarithmic cost here. In that, it never really goes away, but it gets really expensive to carry out for large N.
[To be clear, lots of great shit happens out there in large N. An AI god still may lurk in the long slow slope of $N, the cure for boredom too, or knowing why we yawn, etc.]
Re: Failing to Understand the Exponential, Again
#199Re: Failing to Understand the Exponential, Again
#200Earlier quoted context omitted.
It's a stupid concept because it's behind every ponzi scheme.
In Ponzi schemes the numbers are generally faked.
Its not a Ponzi scheme, and I don't have a crystal ball to determine where supply and demand will best meet, but a lot seems to be riding on the promise of future demand selling at a premium.
I'm not yet ready to believe this is the thing that permanently breaks supply and demand. More compute demand is likely, but the state of the art: resale-users, providers, and suppliers, will all get hit with more competition.