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25 Sep 2026 |
Huang is making a fool of himself, by telling the world we can trust the companies, when each passing hour makes it clearer that we can’t.
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25 Sep 2026 |
It’s time (past time, really) to (temporarily) shut down OpenAI.
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25 Sep 2026 |
About the closest thing to an honest account of what happened – and I seriously doubt even this is completely candid – came out about an…
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25 Sep 2026 |
In the process, Jensen comes across as deeply out of touch with his own industry.
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25 Sep 2026 |
What they should do is to replace management with someone a whole lot more competent, and a whole lot more candid.
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25 Sep 2026 |
A change in management would be a good idea, too.
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25 Sep 2026 |
No amount of Jensen proclaiming that 2 + 2= 5 is going to change that.
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2 Jun 2026 |
The financial world is taking a lot more notice of my skepticism than it used to.
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2 Jun 2026 |
My critique of tokenmaxxing is getting picked up, too
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2 Jun 2026 |
Bain’s conclusions yesterday almost perfectly the old definition of insanity that I keep quoting
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2 Jun 2026 |
None of that would matter in the near term if people weren’t noticing.
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2 Jun 2026 |
I seriously hope that I am wrong about this.
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2 Jun 2026 |
Garran’s distillation of why the LLM industry will never be commercially viable was crystal clear and compelling.
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2 Jun 2026 |
the economics don’t make sense, and more and more people are starting to notice.
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2 Jun 2026 |
Timing when all this might fall apart is hard
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2 Jun 2026 |
everybody seems to think that trend is over.
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2 Jun 2026 |
But I doubt it.
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2 Jun 2026 |
Everyone involved in both podcasts share my concerns
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2 Jun 2026 |
But they are.
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Jan 2026 |
across the field, the intellectual situation has gone from one that was stagnant (all LLMs all the time) and unrealistic (“AGI is nigh”) to…
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Jan 2026 |
If anything would lead to genuine progress, it would be that.
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Jan 2026 |
LLMs still aren’t reliable; the economics look dubious.
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Jan 2026 |
Astonishing how much the vibe has shifted in just a few months, especially with people like Sutskever and Sutton coming out with their own…
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Jan 2026 |
At this point I doubt many people would publicly disagree, but just a few months ago the world was rather different.
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27 Jul 2025 |
I guarantee that minds will be blown.
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27 Jul 2025 |
I was right on the money then.
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27 Jul 2025 |
Shiny things are always fun to play with, and I fully expect GPT-5 to be the shiniest so far, but that doesn’t mean that it is a critical…
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27 Jul 2025 |
GPT-5 will still, like its predecessors, be a bull in a china shop, reckless and hard to control.
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2025 |
But in general, like we don’t have the same amount of sort of person hours on these alternatives.
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2025 |
For example, in biology, you still have to do empirical work.
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2025 |
If you specify your constraints in prolog, but you specify the wrong constraints, you’re still in trouble.
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2025 |
Yeah, and, I mean, it raises the question about the possibility of moral progress.
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2025 |
Like, I don’t think there’s enough societal support for looking at alternatives.
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2025 |
That’s a choice. And I think it’s a wrong choice.
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2025 |
But I’ll also say I’ve seen a lot of demos that you know took longer to be realized.
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2025 |
And someday, we will both be proven right.
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2025 |
you wouldn’t build a GPS navigation system that way. You shouldn’t build a domestic robot that way.
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2025 |
Intelligence is multi dimensional. They’re smarter in some dimensions.
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2025 |
It has to start with neuro symbolic AI, which I think we agree about right?
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2025 |
I think that we could hard code things and make them fixed.
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I absolutely agree.
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I think that people try to duck the second harder problem, and they say “well, we can never do it because humans don’t agree on values.”
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I worry a lot about the security and maintainability of the code that’s being written.
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2025 |
These are two separate issues.
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2025 |
I think if you don’t have that as some part of your system, you’re in real trouble.
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2025 |
That’s the one we’re in now.
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2025 |
Lots of basic stuff that the LLM world has just not confronted.
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2025 |
fundamentally, they’re mimics, and they’re better than just the simple memorizing system.
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2025 |
The system’s level of comprehension of the words that are put in those prompts is poor in some sense, and they’re not compliant with the…
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2025 |
But there’s also the case that complex software just usually doesn’t work.
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We’re not that good as a society engineering complex software.
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2025 |
Investors are herd animals.
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2025 |
But I think that there’s a lot of sort of “human compatible,” to borrow Stuart Russell’s term, a lot of “human compatible” values that we…
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2025 |
I’m not sure how much other animals can do that.
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2025 |
I think it should be a baseline value. You don’t kill people, at least not without a good reason.
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2025 |
That is a failure to adopt an explicit set of rules, to be constrained by them.
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2025 |
These things have to be first class citizens in, I think, any AGI system.
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2025 |
That’s part of why I hedge my bets.
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2025 |
Right now. People have their own ideas about LLMs.
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2025 |
We really want systems that we can count on in the way that we can count on calculators.
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2025 |
That is a potential situation.
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2025 |
Maybe it’s 2029. Maybe it’s 2039. Maybe it’s 2049.
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2025 |
I would say a minimal requirement for control, not a sufficient one, but a necessary one, is that we should be able to state, let’s say…
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2025 |
I don’t think that’s the situation we’re in now.
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2025 |
I think we could do more to prepare than we have.
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2025 |
We probably have similar dumb ideas, but one, the most obvious one, is we think it’s okay to eat meat, and probably we should stop thinking…
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2025 |
But someday, I think people will see.
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2025 |
I think for me, you need a world model of entities and their properties, stable over time, and that is tied closely together with knowledge…
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Which is, I think if you don’t have explicit knowledge as part of your system, as first class citizens, you’re limited in control. And I…
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2025 |
And we want to get to one where they’re smart enough to follow the constraints, but not, you know, resisting what we tell them.
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You’ve got some money to do it.
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2025 |
So to my mind, there are like hundreds of puzzles we haven’t solved.
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2025 |
We don’t need AGI to eliminate some human work.
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2025 |
I don’t really see that.
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2025 |
There’s work to be done, but there’s, you know, reasonable consensus in society to get started on it.
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2025 |
I think quantifier bindings, maybe.
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2025 |
So I can’t personally vouch for the work, because I haven’t gone through it.
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2025 |
I’m not that fond, by the way, of the “people break too” thing.
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I do think we could do better.
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2025 |
You know, AGI is not going to be magic, right?
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2025 |
Yeah, that’s an optimism that needs to be based in a plan, which we don’t have.
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2025 |
I have a phrase I like, which is that AI, current AI, is morally and technically inadequate.
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You shouldn’t be surprised.
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9 Nov 2024 |
As I have always warned, that’s just a fantasy.
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9 Nov 2024 |
There is no principled solution to hallucinations in systems that traffic only in the statistics of language without explicit…
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9 Nov 2024 |
I’m glad that the market is finally recognizing that what I’ve been saying is true.
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9 Nov 2024 |
The thing is, in the long term, science isn’t majority rule. In the end, the truth generally outs.
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31 Mar 2024 |
I am not yet ready to claim victory.
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31 Mar 2024 |
The more hype, the bigger the fall, if expectations aren’t met.
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31 Mar 2024 |
Other problems are modest in size.
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31 Mar 2024 |
The entire industry is based on hype, and on the specific hope that the kinds of problems we saw again and again with GPT-2, GPT-3, and…
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31 Mar 2024 |
You have software that isn’t making much money, isn’t secure, and is keeping a lot of people up at night.
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31 Mar 2024 |
To be honest, I am not confident Generative AI as currently envisioned will ever come together.
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31 Mar 2024 |
But as time goes on, I increasingly believe that call was correct.
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31 Mar 2024 |
Find some huge problem(s) that they can charge a lot for.
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31 Mar 2024 |
the dud idea itself has become quite mainstream.
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31 Mar 2024 |
Meanwhile hype itself is becoming a kind of risk factor.
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31 Mar 2024 |
Thus far, the closest thing to a killer app is probably coding assistace
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31 Mar 2024 |
Some new facts have come to light
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26 Oct 2023 |
the collective sum of those efforts hasn’t yielded all that much.
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