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The Wait Equation and AI Investment

javednissar.ca

21–30 of 37 posts

Re: The Wait Equation and AI Investment

#21

I sometimes think of a bigger version of this question. Would it be better if rennaisance and scientific revolution had come way later than it did. Maybe humans would have been more evolved and ready for the changes and can make better decisions. Progress is inevitable, but the rapidity of change might be our downfall.

I suspect that humanity changed because of the increase of knowledge. You need to 'have' power to learn to deal with it.

Re: The Wait Equation and AI Investment

#22

Earlier quoted context omitted.

I’m sorry … but what?! As someone who worked on early LLM tech at Google hundreds of millions were poured into it. Do you think that paper just spontaneously came from pure theory?

Most of the core idea of transformers was invented in the early 1990s, including what at the time were termed Fast Weight Programmers and are formally equivalent to linearised self-attention: https://people.idsia.ch/~juergen/fast-weight-programmer-1991... . Google just had the hardware to actually run and experiment with large transformers.

At least you concede then that Google invested in the hardware.

Re: The Wait Equation and AI Investment

#23
There's a fun application of this argument to the bit in the Hitch Hiker's Guide to the Galaxy books, where a civilization runs a 7.5m-year-long computer program to calculate the answer to the question of life, the universe and everything.

Someone pointed out that they would have been better off waiting for about 40 years of Moore's law to happen, then building a computer and running the same calculation in about 2 years.

Re: The Wait Equation and AI Investment

#24
There is a neglected aspect here, which is internal expertise. By choosing to build, even if ultimately you end up choosing another tool from a vendor, your team picked up many important skills to be able to evaluate costs, architecture and performance. They also might be able to better customise the tool to your application. This expertise might end up saving money in the end.

I think this analogy is best suited for training models. Even if you had access to OpenAIs datasets right now, I don't think it would make sense for you to train them, except if you are a 500B+ company. Training costs will likely go down with time though, so at some point this might change.

Re: The Wait Equation and AI Investment

#26

Earlier quoted context omitted.

I’m sorry … but what?! As someone who worked on early LLM tech at Google hundreds of millions were poured into it. Do you think that paper just spontaneously came from pure theory?

Most of the core idea of transformers was invented in the early 1990s, including what at the time were termed Fast Weight Programmers and are formally equivalent to linearised self-attention: https://people.idsia.ch/~juergen/fast-weight-programmer-1991... . Google just had the hardware to actually run and experiment with large transformers.

It would be very funny if at some point someone stood up to Schmidhuber and told him they already created something he did, but yet another 30 years earlier.

Re: The Wait Equation and AI Investment

#27

The wait equation is totally irrelevant here. Where the wait equation has relevance is the fact that a generation ship, once launched, is likely unable to reconfigure itself to take advantage of new technologies invented while it is underway. This is key to why there is an incentive to wait, and there is no parallel in the idea of investing in AI. Someone who chooses to invest in AI does get access to tech that devel…

> Where the wait equation has relevance is the fact that a generation ship, once launched, is likely unable to reconfigure itself to take advantage of new technologies invented while it is underway.

Given my experience with complex technology (software), I think it's rather likely that a generation ship will reconfigure while traveling.

Maybe we will build a ship that's just enough to bring them to a place with lots of resources. Then, it will be rebuild with those resources for the final journey. Or even new ships might be build out of existing ones to adapt for varying conditions.

Similar to biological life on earth.

Re: The Wait Equation and AI Investment

#28
Someone needs to start building the Linux of spaceships now if we're ever going to have one. In terms of AI, the difference is that advances in AI can self adapt new advances. So the question is, at what point do you invest in AI given we haven't reached that stage yet - because by then you'll have waited too long. So, in reality, any time is the best time to invest in AI as long as it's before that line.

Re: The Wait Equation and AI Investment

#29
post #20

Earlier quoted context omitted.

But we did people continuously invested through the 80s then 90s then Cisco then Google and now zoom. Do you and the writer not know that video calling was a consistent investment for over 40+ years?!

By that logic, somebody was so desperate to get convenient warm food that they decided to "invest" for decades in side-projects like airplanes and bombs just to finally get a microwave-oven, obviously true purpose of everything that came before. Just because something else in civilization might somehow help someday isn't enough to make it part of "the investment" which a company or individual is deciding whether to m…

Sorry but I feel like you are trying to be clever here but failing entirely because yes that is how it works. Continuous investment yields unexpected outcomes is like the core tenet.

Re: The Wait Equation and AI Investment

#30
post #27

The wait equation is totally irrelevant here. Where the wait equation has relevance is the fact that a generation ship, once launched, is likely unable to reconfigure itself to take advantage of new technologies invented while it is underway. This is key to why there is an incentive to wait, and there is no parallel in the idea of investing in AI. Someone who chooses to invest in AI does get access to tech that devel…

> Where the wait equation has relevance is the fact that a generation ship, once launched, is likely unable to reconfigure itself to take advantage of new technologies invented while it is underway. Given my experience with complex technology (software), I think it's rather likely that a generation ship will reconfigure while traveling. Maybe we will build a ship that's just enough to bring them to a place with lots…

The thing it would have to reconfigure to get to its destination faster is its drive and fuel. These are not things that at it can likely change during the trip. You can't digitally transmit antimatter or a different fusion fuel mixture, nor could you reconfigure the reactor or engine chamber to burn something that it wasn't designed to burn, even if you could supply different fuel.

Pretty much all scenarios for accelerating to cruise speed and decelerating at the other end involve very high density fuels produced using a significant fraction of the energy of the Sun. You're not going to be able to stop in the middle of empty space where there is absolutely nothing in order to reconfigure and refuel.

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