Dwarkesh Podcast - Andrej Karpathy — AGI is still a decade away
Episode Date: October 17, 2025The Andrej Karpathy episode.During this interview, Andrej explains why reinforcement learning is terrible (but everything else is much worse), why AGI will just blend into the previous ~2.5 centuries ...of 2% GDP growth, why self driving took so long to crack, and what he sees as the future of education.It was a pleasure chatting with him.Watch on YouTube; read the transcript.Sponsors* Labelbox helps you get data that is more detailed, more accurate, and higher signal than you could get by default, no matter your domain or training paradigm. Reach out today at labelbox.com/dwarkesh* Mercury helps you run your business better. It’s the banking platform we use for the podcast — we love that we can see our accounts, cash flows, AR, and AP all in one place. Apply online in minutes at mercury.com* Google’s Veo 3.1 update is a notable improvement to an already great model. Veo 3.1’s generations are more coherent and the audio is even higher-quality. If you have a Google AI Pro or Ultra plan, you can try it in Gemini today by visiting https://gemini.googleTimestamps(00:00:00) – AGI is still a decade away(00:29:45) – LLM cognitive deficits(00:40:05) – RL is terrible(00:49:38) – How do humans learn?(01:06:25) – AGI will blend into 2% GDP growth(01:17:36) – ASI(01:32:50) – Evolution of intelligence & culture(01:42:55) - Why self driving took so long(01:56:20) - Future of education Get full access to Dwarkesh Podcast at www.dwarkesh.com/subscribe
Transcript
Discussion (0)
Today, I'm speaking with Andre Carpathie.
Andre, why do you say that this will be the decade of agents and not the year of agents?
Well, first of all, thank you for having me here.
I'm excited to be here.
So the quote that you've just mentioned, it's the decade of agents.
That's actually a reaction to an existing, pre-existing quote, I should say,
where I think some of the labs, I'm not actually sure who said this,
but they were alluding to this being the year of agents with respect to LLMs
and how they were going to evolve.
And I think I was triggered by that because I feel like there's some,
overpredictions going on in the industry.
And in my mind, this is really a lot more accurately described as the decade of agents.
And we have some very early agents that are actually extremely impressive and that I use daily,
you know, cloud and codex and so on.
But I still feel like there's so much work to be done.
And so I think my reaction is like, we'll be working with these things for a decade.
They're going to get better.
And it's going to be wonderful.
But I think I was just reacting to the timelines, I suppose, of the implication.
What do you think we'll take a decade to accomplish?
What are the bottlenecks?
Well, actually make you work.
So in my mind, I mean, when you're talking about an agent, I guess,
or what the labs have in mind and what maybe I have in mind as well,
is you should think of it almost like an employee or like an intern
that you would hire to work with you.
So for example, you work with some employees here.
When would you prefer to have an agent like Cloud or Codex do that work?
Currently, of course they can't.
What would it take for them to be able to do that?
Why don't you do it today?
And the reason you don't do it today is because they just don't work.
So, like, they don't have enough intelligence.
They're not multimodal enough.
can do computer use and all this kind of stuff.
And they don't do a lot of the things that you've alluded to earlier.
You know, they don't have continual learning.
You can't just tell them something and they'll remember it.
And they're just cognitively lacking and it's just not working.
And I just think that it will take about a decade to work through all of those issues.
Interesting.
So as a professional podcaster and a viewer of AI from afar, it's easy to identify for me, like, oh, here's what's lacking.
Continual learning is lacking or multimodality is lacking.
but I don't really have a good way of trying to put a timeline on it.
Like if somebody's like, how long we'll continue learning take?
There's no like prior I have about like this is a project that should take five years,
10 years, 50 years.
Why a decade?
Why not one year?
Why not 50 years?
Yeah, I guess this is where you get into like a bit of, I guess, my own intuition a little bit.
And also just kind of doing a bit of an extrapolation with respect to my own experience in the field.
So I guess I've been in AI for almost two decades.
I mean, it's going to be maybe 15 years or so, not that long.
You had Richard Sutton here who was around, of course, for much longer.
But I do have about 15 years of experience of people making predictions of seeing how they actually turned out.
And also, I was in the industry for a while, and I was in research, and I've worked in the industry for a while.
So I guess I kind of have just a general intuition that I have left from that.
And I feel like the problems are tractable.
They're surmonable.
Yeah.
But they're still difficult.
And if I just average it out, it just kind of feels like a ticket, I guess, to me.
This is actually quite interesting.
I want to hear not only the history, but what people in the room felt was about to happen
at various different breakthrough moments.
What were the ways in which their feelings were either overly pessimistic or overly optimistic?
Yeah.
Should we just go through each of them one by one?
Yeah.
I mean, that's a giant question because, of course, you're talking about 15 years of stuff that happened.
I mean, AI is actually like so wonderful because there have been a number of, I would say,
seismic shifts that were like the entire.
field has sort of like suddenly looked a different way, right? And I guess I've maybe lived through
two or three of those. And I still think there will continue to be some because they come with some
kind of like almost surprising irregularity. Well, when my career began, of course, like when I started
to work on deep learning, when I became interested in deep learning, this was just kind of like
by chance of being right next to Jeff Hinton at the University of Toronto. And Jeff Hinton,
of course, is kind of like the godfather figure of AI. And he was training all these neural
networks and I thought it was incredible and interesting. But this was not like the main thing
that everyone in AI was doing by far.
This was a niche little subject on the side.
That's kind of maybe like the first, like,
dramatic sort of seismic shift
that came with the AlexNet and so on.
I would say, like, AlexNet sort of reoriented everyone
and everyone started to train neural networks,
but it was still like very, like, per task, per specific task.
So maybe I have an image classifier
or I have a neural machine translator or something like that.
And people became very slowly, actually interested
in basically kind of agents, I would say.
And people started to think,
okay, well, maybe we have a checkmark next
to the visual cortex or something like that.
But what about the other parts of the brain?
How can we get an actual, like, full agent
or full entity that can actually interact in the world?
And I would say the Atari sort of deep reinforcement learning shift
in 2013 or so was part of that early effort of agents, in my mind,
because it was an attempt to try to get agents
that not just perceive the world,
but also take actions and interact and get rewards from environments.
And at the time, this was Atari games, right?
And I kind of feel like that was a misstep, actually.
And it was a misstep that actually, even the early Open AI that I was a part of, of course, kind of adopted, because at that time the zeitgeist was reinforcement learning environments, games, game playing, beat games, get lots of different types of games, and Open AI was doing a lot of that.
So that was maybe like another, like, prominent part of, I would say, AI where maybe for two or three or four years, everyone was doing reinforcement learning on games.
And basically, that was a little bit of a misstep.
And what I was trying to do at OpenAA actually is like I was always a little bit suspicious of games as being like this thing that would actually lead to AGI because in my mind you want something like an accountant or like something that's actually interacting with the real world.
And I just didn't see how games kind of like add up to it.
And so my project at Open AI, for example, was within the scope of the universe project on an agent that was using keyboard and mouse to operate webpages.
And I really wanted to have something that like interacts with, you know, the actual digital world that can do knowledge work.
And it just so turns out that this was extremely early, way too early,
so early that we shouldn't have been working on that, you know,
because if you're just stumbling your way around
and keyboard mashing and mouse-clicking and trying to get rewards in these environments,
your reward is too sparse and you just won't learn
and you're going to burn a forest computing
and you're never actually going to get something off the ground.
And so what you're missing is this power of representation in the neural network.
And so, for example, today people are training those computer-using agents,
but they're doing it on top of a large language model.
And so you actually have to get the language model first.
You have to get the representations first.
And you have to do that by all the pre-training and all the LLM stuff.
So I kind of feel like maybe loosely speaking,
it was like people keep maybe trying to get the full thing too early a few times
where people really try to go after agents too early, I would say,
and that was Atari and Universe and even my own experience.
And you actually have to do some things first before we sort of get to those agents.
And maybe now the agents are a lot more competent,
but maybe we're still missing.
sort of some parts of that stack.
But I would say maybe those are like the three, like, major buckets of what people
were doing, training neural nets per tasks, trying to the first round of agents,
and then maybe the LLMs and actually seeking the representation power of the neural networks
before you tack on everything else on top.
Interesting.
Yeah, I guess if I were to steal man, the sort of a sudden perspective would be that
humans actually can just take on everything at once, right?
Even animals can take on everything at once, right?
Animals are maybe a better example because they don't even have the scaffold of language.
they just get thrown out into the world
and they just have to make sense of everything
without any labels
and the vision for AGI
then should just be something which just looks at sensory data
looks at the computer screen
and it just like figures out what's going on
from scratch. I mean if a human
was put in a similar situation that would be trained from scratch
but I mean this is like a human growing up where animal growing up
so why shouldn't that be the vision for AI
rather than like this thing where we're doing millions of years
of training? I think that's a really good question
and I think
I mean, so Sutton was on your podcast, and I saw the podcast,
and I had a write-up about that podcast almost that gets into a little bit of how I see things.
And I kind of feel like I'm very careful to make analogies to animals
because they came about by a very different optimization process.
Animals are evolved, and they actually come with a huge amount of hardware that's built in.
And when, for example, my example in the post was the zebra, zebra gets born,
and a few minutes later, it's running around and following its mother.
That's an extremely complicated thing to do.
That's not reinforcement learning.
That's something that's baked in.
And evolution obviously has some way of encoding the weights of our neural nuts in ATCGs.
And I have no idea how that works, but it apparently works.
So I kind of feel like brains just came from a very different process.
And I'm very hesitant to take inspiration from it because we're not actually running that process.
So in my post, I kind of said, we're not actually building animals.
We're building ghosts or spirits or whatever people want to call it.
because we're not doing training by evolution.
We're doing training by basically imitation of humans
and the data that they've put on the internet.
And so you end up with these like sort of ethereal spirit entities
because they're fully digital
and they're kind of mimicking humans.
And it's a different kind of intelligence.
Like if you imagine a space of intelligences,
we're starting off at a different point almost.
We're not really building animals.
But I think it's also possible to make them a bit more animal-like over time.
And I think we should be doing that.
And so I kind of feel like, sorry, just I guess one more point is,
I do feel like Sutton basically has a very, like his framework is like we want to build animals.
And I actually think that would be wonderful.
If we can get that to work, that would be amazing.
If there was a single, like, algorithm that you can just, you know, run on the internet and it learns everything.
That would be incredible.
I almost suspect that I'm not actually sure that it exists.
And that's certainly actually not what animals do.
Because animals have this outer loop of evolution.
Right.
And a lot of what looks like learning is actually a lot more maturation of the brain.
and I think that there's actually very little
reinforcement learning for animals.
And I think a lot of the reinforcement learning
is actually more like motor tasks.
It's not intelligent tasks.
So I actually kind of think humans don't actually like really use
RL, roughly speaking is what I would say.
Can you repeat the last sentence?
A lot of that intelligence is not motor tasks.
That's what, sorry?
A lot of the reinforcement learning in my perspective
would be things that are a lot more like motorlike,
like simple kind of like tasks, throwing hoop,
something like that.
But I don't think that humans use reinforcement learning
for a lot of intelligence tasks
like problem solving and so on.
Interesting.
That doesn't mean we shouldn't do that for research,
but I just feel like that's what animals do or don't.
I'm going to take a second to digest that
because there's a lot of different ideas.
Maybe one clarification question I could ask
to understand a perspective.
So I think you suggest that, look, evolution is doing
the kind of thing that pre-training does
in the sense of building something
which can then understand the world.
The difference, I guess, is that evolution
has to be titrated in the case of humans
through three gigabytes of DNA.
And so that's very unlike the weights of a model.
I mean, literally the weights of the model are a brain,
which obviously is not encoded in the sperm and the egg,
or does not exist in the sperm and the egg.
So it has to be grown.
And also the information for every single synapse in the brain
simply cannot exist in the three gigabytes that exist in the DNA.
Evolution seems closer to finding the algorithm,
which then does the lifetime learning.
Now, maybe the lifetime learning
is not analogous to RL, to your point.
Is that compatible with the thing you were saying,
or would you disagree with that?
I think so.
I would agree with you
that there's some miraculous compression going on
because obviously the weights of the neural net
are not stored in the ATCGs.
There's some kind of a dramatic compression,
and there's some kind of learning algorithms
encoded that take over
and do some of the learning online.
So I definitely agree with you on that.
Basically, I would say,
I'm a lot more kind of, like,
practically minded.
I don't come at it from a perspective
of like let's build animals.
I come from perspective
of like, let's build useful things.
So I have a hard hat on.
And I'm just observing that,
look, we're not going to do evolution
because I don't know how to do that.
But it does turn out
we can build these ghost spirit-like entities
by imitating internet documents.
This works.
And it's actually kind of like,
it's a way to bring you up
to something that has a lot of sort of built-in knowledge
and intelligence in some way,
similar to maybe what evolution has done.
So that's why I kind of call pre-training
this kind of like crappy evolution.
It's like the practice
practically possible version with our technology and what we have available to us to get to a starting
point where we can actually do things like reinforcement learning and so on.
Just to steal man the other perspective, because after doing this under interview and thinking
about it a bit, he has an important point here. Evolution does not give us the knowledge, really,
right? It gives us the algorithm to find the knowledge. And that seems different from pre-training.
So if perhaps the perspective is that pre-training helps build the kind of entity which can learn
better, it teaches meta-learning, and therefore it is similar to like finding.
an algorithm. But if it's like evolution gives us knowledge, pre-training gives knowledge,
that analogy seems to break down. So it's subtle and I think you're right to push back on it.
But basically, the thing that pre-training is doing, so you're basically getting the next
token predictor on over the internet and you're training that into a neural net. It's doing two
things actually that are kind of like unrelated. Number one, it's picking up all this knowledge,
as I call it. Number two, it's actually becoming intelligent. By observing the algorithmic
patterns in the internet, it actually kind of like boots up all these like little circuits and
algorithms inside the neural net to do things like in-context learning and all this kind of stuff.
And actually, you don't actually need or want the knowledge.
I actually think that's probably actually holding back the neural networks overall because
it's actually like getting them to rely on the knowledge a little too much sometimes.
For example, I kind of feel like agents, one thing they're not very good at is going off the
data manifold of what exists on the internet.
If they had less knowledge or less memory, actually maybe they would be better.
And so what I think we have to do kind of going forward, and this would be part of the
research paradigms, is I actually think we need to start, we need to figure out
to remove some of the knowledge and to keep what I call this cognitive core.
Is this like intelligent entity that is kind of stripped from knowledge but contains the
algorithms and contains the magic, you know, of intelligence and problem solving and the
strategies of it and all this kind of stuff.
There's so much interesting stuff there.
Okay.
So let's start with in context learning.
This is an obvious point, but I think it's worth just like saying it explicitly and meditating
on it.
The situation in which these models seem the most intelligent in which they are like, I talk
to them and I'm like, wow, there's really something on the other end that's responding to me
thinking about things. If it like makes a mistake, it's like, oh, wait, that's actually the wrong way
to think about it. I'm packing up. All that is happening in context. That's where I ever feel
like the real intelligence you can like visibly see. And that in context learning process is developed
by gradient descent on pre-training, right? Like it spontaneously meta-learns in context learning.
But the in context learning itself is not gradient descent in the same way that our lifetime intelligence
as humans to be able to do things
is conditioned by evolution,
but our actual learning during our lifetime
is happening through some other process.
Actually, don't fully agree with that,
but you should continue with help.
Actually, then I'm very curious to understand
how that analogy breaks down.
I think I'm hesitant to say that
in context learning is not doing gradient descent
because, I mean, it's not doing explicit gradient descent,
but I still think that,
so in context learning, basically,
it's pattern completion within a token window, right?
And it just turns out that there's a huge amount
of patterns on the internet.
And so you're right,
the model kind of learns to complete the pattern.
And that's inside the weights.
The weights of the neural network are trying to discover patterns and complete the pattern.
And there's some kind of adaptation that happens inside the neural network, right?
Which is kind of magical and just falls out from Internet, just because there's a lot of patterns.
I will say that there have been some papers that I thought were interesting that actually look at the
mechanisms behind in context learning.
And I do think it's possible that in context learning actually runs a small gradient
loop internally in the layers of the neural network.
And so I recall one paper in particular where they were doing.
linear regression actually using in context learning.
So basically your inputs into the neural network are XY pairs,
X, Y, X, Y, X, Y, X, Y, that happen to be on the line.
And then you do X and you expect the Y.
And the neural network, when you train it in this way, actually does do linear regression.
And normally when you would run linear regression, you have a small gradient
that's an optimizer that basically looks at X, Y, looks at an error,
calculates the gradient of the weights, and does the update a few times.
it just turns out that when they looked at the weights
of that in context learning algorithm,
they actually found some analogies
to gradient descent mechanics.
In fact, I think even the paper was stronger
because they actually heartcoated the weights
of a neural network to do gradient descent
through attention and all the internals
of the neural network.
So I guess that's just my only pushback
is that who knows how in context learning works,
but I actually think that it's probably doing
a little bit of some kind of funky gradient descent internally
and that I think that that's possible.
So I guess I was only pushing back on
you're saying it's not doing in context learning.
Who knows what it's doing?
But it's probably maybe doing something similar to it,
but we don't know.
So then it's worth thinking about,
okay, if both of them are implementing gradient distance,
sorry, if in context learning and pre-training
are both implementing something like gradient descent,
why does it feel like in context learning
actually we're getting to this like continual learning,
real intelligence-like thing,
whereas you don't get the analogous feeling
just from pre-training.
At least you could argue that.
And so if it's the same algorithm, what could be different?
Well, one way you can think about it is how much information does the model store per information it receives from training?
And if you look at pre-training, if you look at Lama 3, for example, I think it's trained on 15 trillion tokens.
And if you look at the 70B model, that would be the equivalent of 0.07 bits per token in that it sees in pre-training in terms of the information in the weights of the model compared to the tokens it reads.
Whereas if you look at the KV cache and how it grows per additional token and in context learning,
it's like 320 kilobytes.
So that's a 35 million-fold difference in how much information per token is assimilated by the model.
I wonder if that's relevant at all.
I think I kind of agree.
I mean, the way I usually put this is that anything that happens during the training of the neural network,
the knowledge is only kind of like a hazy recollection of what happened in a training time.
And that's because the compression is dramatic.
you're taking 15 trillion tokens and you're compressing it to just your final network
with a few billion parameters.
So obviously it's a massive amount of compression going on.
So I kind of refer to it as like a hazy recollection of the internet documents,
whereas anything that happens in the context window of the neural network,
you're plugging all the tokens and it's building up all this KV cache representation,
is very directly accessible to the neural net.
So I compare the KV cache and the stuff that happens at test time to more like a working memory.
Like all the stuff that's in the context window is very directly accessible to the neural net.
So there's always like these almost surprising analogies
between LLMs and humans,
and I find them kind of surprising
because we're not trying to build a human brain, of course,
just directly.
We're just finding that this works and we're doing it.
But I do think that anything that's in the weights,
it's kind of like a hazy recollection of what you read a year ago.
Anything that you give it as a context at test time
is directly in the working memory.
And I think that's a very powerful analogy to think through things.
So when you, for example, go to an LLM
and you ask it about some book and what happened in it,
like Nick Lane's book or something like that.
The L.M. will often give you some stuff, which is roughly correct.
But if you give it the full chapter and ask it questions, you're going to get much better results
because it's now loaded in the working memory of the model.
So I basically agree with your very long way of saying that I kind of agree, and that's why.
Stepping back, what is it the part about human intelligence that we have most fail to replicate with these models?
I almost feel like just a lot of it still.
So maybe one way to think about it.
I don't know if this is the best way,
but I almost kind of feel like, again,
making these analogies, imperfect as they are,
we've stumbled by with the transformer neural network,
which is extremely powerful, very general.
You can train transformers on audio or video or text
or whatever you want, and it just learns patterns,
and they're very powerful, and it works really well.
That, to me, almost indicates
that this is kind of like some piece of cortical tissue.
It's something like that,
because the cortex is famously very plastic as well.
You can rewire, you know, parts of brains.
And there was a slightly gruesome experiments with rewiring, like, visual cortex,
the auditory cortex and this animal like learn find, etc.
So I think that this is kind of like a cortical tissue.
I think when we're doing reasoning and planning inside the neural networks,
so basically doing a reasoning traces for thinking models,
that's kind of like the prefrontal cortex.
And then I think maybe those are like little check marks.
but I still think there's many brain parts and nuclei
that are not explored.
So maybe, for example,
there's a basic ganglia
doing a bit of reinforcement learning
when we find tune the models
on reinforcement learning.
But, you know, whereas like the hippocampus,
not obvious what that would be.
Some parts are probably not important.
Maybe the cerebellum is, like,
not important to cognition its thoughts
so maybe we can skip some of it.
But I still think there's, for example,
the amygdala, all the emotions and instincts.
And there's probably like a bunch of other
nuclei in the brain that are very ancient
that I don't think we've like really replicated.
I don't actually know that we should be pursuing,
the building of an analog of human brain.
I'm again, an engineer, mostly at heart.
But I still feel like maybe another way to answer the question is,
you're not going to hire this thing as an intern,
and it's missing a lot of,
because it comes with a lot of these cognitive deficits
that we all intuitively feel when we talk to the models.
And so it's just like not fully there yet.
You can look at it as like not all the brain parts are checked off yet.
This is maybe relevant to the question of thinking about how fast these issues will be solved.
So sometimes people will say about continual learning, look, actually, you could already, you could easily replicate this capability.
Just as in-context learning emerged spontaneously as a result of pre-training, continual learning over longer horizons will emerge spontaneously if the model is incentivized to recollect information over longer horizons or horizons longer than one session.
So if there's some like outer loop RL, which it has.
as many sessions within that outer loop,
then this continual learning where it uses,
it fine tunes itself,
where it writes to an external memory or something,
will just sort of like emerge spontaneously.
Do you think things are anything that are plausible?
I just don't have really a prior over it.
How plausible is that? How likely is that to happen?
I don't know that I fully resonate with that
because I feel like these models,
when you boot them up and they have zero tokens in the window,
they're always like restarting from scratch where they were.
So I don't actually know in that worldview
what it looks like,
because, again, maybe maybe,
making some analogies to humans just because I think it's roughly concrete and kind of interesting
to think through. I feel like when I'm awake, I'm building up a context window of stuff that's
happening during the day. But I feel like when I go to sleep, something magical happens where
I don't actually think that that context window stays around. I think there's some process of distillation
into weights of my brain. And this happens during sleep and all this kind of stuff. We don't have
an equivalent of that in large language models. And that's to me more adjacent to when you talk
about continual learning and so on as absent.
These models don't really have this distillation phase
of taking what happened, analyzing it,
obsessively thinking through it,
basically doing some kind of a synthetic data generation process
and distilling it back into the weights,
and maybe having a specific neural net per person,
maybe it's a laura, it's not a full, yeah,
it's not a full weight neural network that's just some of the small,
some of the small sparse subset of the weights are changed.
But basically, we do want to create ways of creating these individuals that have very long contexts.
It's not only remaining in the context window because the context windows grow very, very long.
Like, maybe we have some very elaborate sparse attention over it.
But I still think that humans obviously have some process for distilling some of that knowledge into the weights.
We're missing it.
And I do also think that humans have some kind of a very elaborate sparse attention scheme,
which I think we're starting to see some early hints of.
So DeepSeek V3.2 just came out,
and I saw that they have like a sparse attention as an example,
and this is one way to have very, very long context windows.
So I almost feel like we are redoing a lot of the cognitive tricks
that evolution came up with through a very different process,
but I think can converge on a similar architecture cognitively.
Interesting.
In 10 years, do you think it'll still be something like a transformer,
but with a much more modified attention and more sparse MLPs and so forth?
Well, the way I like to think about it is, okay, let's translation invariance in time, right?
So 10 years ago, where were we?
2015, we had convolutional neural networks primarily.
Residual networks just came out.
So remarkably similar, I guess, but quite a bit different still.
I mean, transformer was not around.
You know, all these sort of like more modern tweaks on a transformer were not around.
So maybe some of the things that we can bet on, I think, in 10 years, by translational sort of equivalence,
is we're still training giant neural networks with forward, backward, pass, and update
through gradient descent.
But maybe it looks a little bit different,
and it's just everything is much bigger.
Actually, recently I also went back all the way to 1989,
which was kind of a fun exercise for me a few years ago,
because I was reproducing Jan Lacoon's 1989 convolutional network,
which was the first neural network I'm aware of,
trained via gradient descent,
like modern neural network trained gradient descent on digit recognition.
And I was just interested in, okay, how can I modernize this?
How much of this is algorithms?
how much of this is data,
how much of this progress is compute and systems.
And I was able to very quickly,
like half the learning rate,
just knowing by time travel by 33 years.
So if I time travel by algorithms to 33 years,
I could adjust what the online couldn't do in 1989,
and I could basically half the learning,
half the error.
But to get further gains,
I had to add a lot more data.
I had to like 10x the training set.
And then I had to actually add more computational optimizations,
had to basically train for much longer
with dropout and other regularization techniques.
And so it's almost like all these things have to improve simultaneously.
So, you know, we're probably going to have a lot more data.
We're probably going to have a lot better hardware.
Probably going to have a lot better kernels and software.
We're probably going to have better algorithms.
And all of those, it's almost like no one of them is winning too much.
All of them are surprisingly equal.
And this has kind of been the trend for a while.
So I guess to answer maybe your question, I expect differences algorithmically to what's happening today.
But I do also expect that some of the things that have stuck around for very
long time, we'll probably still be there. It's probably still a giant neural network trained
with gradient descent. That would be my guess. It's surprising that all of those things together
only halved half the error. Yeah. Which is like 30 years of progress. Maybe half is a lot
because if you half the error, that actually means that half is a lot. Yeah, yeah. But it's,
I guess what was shocking to me is everything needs to improve across the board. Yeah. Architecture
optimizes a loss function and also has improved across the board forever. So I kind of expect all those
changes to be alive and well. Yeah, actually, I was a about tasker's a very similar question about
nanochat because since you just coded up recently, every single sort of step in the, you know,
process of building chatbot is like fresh in your RAM. And I'm curious if you had similar
thoughts about like, oh, there was no one thing that was relevant to going from GPD2 to NanoChat.
What are sort of like surprising takeaways from the experience?
Building Nanchat? So Nanot chat is a kind of repository I released. Was it yesterday?
or the day before.
I can't remember.
We can see this leave deprivation
that went into the...
Well, it's just trying to be a...
It's trying to be the simplest, complete repository
that covers the whole pipeline into end
of building a chat chappet clone.
And so, you know, you have all of the steps,
not just any individual step,
which is a bunch of...
I worked on all the individual steps
sort of in the past
and really small pieces of code
that kind of show you how that's done
in algorithmic sense
in like simple code.
But this kind of handles all the entire pipeline.
I think in terms of learning, it's not so much, I don't know,
that I actually found something that I learned from it necessarily.
I kind of already had in my mind as like how you build it.
And this is just a process of mechanically building it and making it clean enough
so that people can actually learn from it and that they find it useful.
Yeah.
What is the best way for somebody to learn from it?
Is it just like delete all the code and try to re-implement it from scratch,
try to add modifications to it?
Yeah, I think that's a,
that's a great question.
I would probably say,
so basically it's about
1,000 lines of code
that takes you
through the entire pipeline.
I would probably put it
on the right monitor,
like if you have two monitors,
you put it on the right,
and you want to build it from scratch.
You build it from start.
You're not allowed to copy paste.
You're allowed to reference.
You're not allowed to copy paste.
Maybe that's how I would do it.
But I also think the repository by itself,
it is like a pretty large beast.
I mean, it's, you know, it's...
When you write this code,
you don't go from top to bottom.
You go from chunks,
and you grow the chunks.
And that information
is absent. Like, you wouldn't know where to start. And so I think it's not just a final
repository that's needed. It's like the building of the repository, which is a complicated
chunk growing process. Right. So that part is not there yet. I would love to actually,
like, add that probably later this week or something in some way. Like, either it's a,
it's probably a video or something like that. But maybe, roughly speaking, that's what I would
try to do, is build the stuff yourself, but don't allow yourself copy-paste.
Yeah. I do think that there's two types of knowledge almost. Like, there's the high-level
surface knowledge. But the thing is that when you actually build something from scratch, you're
forced to come to terms with what you don't actually understand and you don't know that you don't
understand it. Interesting. And it always leads to a deeper understanding. And it's like just the only
way to build is like if I can't build it, I don't understand it. Is that a fine-man quote, I believe,
or something along those lines? I 100% I've always believed this very strongly. Because there's all
these like micro things that are just not properly arranged and you don't really have the knowledge.
You just think you have the knowledge. So don't write block posts. Don't do slides.
Don't do any of that.
Like, build the code, arrange it, get it to work.
It's the only way to go.
Otherwise, you're missing knowledge.
You tweeted out that coding models were actually a very little help to you in assembling
this repository.
And I'm curious why that was.
Yeah.
So the repository, I guess I built it over a period of a bit more than a month.
And I would say there's like three major classes of how people interact with code right now.
Some people completely reject all of LLMs, and they are just writing by scratch.
I think this is probably not the right thing to do anymore.
the intermediate part, which is where I am,
is you still write a lot of things from scratch,
but you use the autocomplete
that's basically available now from these models.
So when you start writing out a little piece of it,
it will all complete from you,
and you can just tap through,
and most of the time it's correct.
Sometimes it's not, and you edit it.
But you're still very much the architect
of what you're writing.
And then there's the, you know, vibe coding.
You know, hi, please implement this or that, you know, enter,
and then let the model do it.
And that's the agents.
I do feel like the agents work in very specific settings,
and I would use them in specific settings.
But again, these are all tools available to you,
and you have to learn what they're good at
and what they're not good at and what they're not good at
and what they're not good at and want to use them.
So the agents are actually pretty good,
for example, if you're doing boilerplate stuff.
Boilet code that's like just copy-based stuff.
They're very good at that.
They're very good at stuff that occurs very often in the Internet
because there's lots of examples of it
in the training sets of these models.
So there's like features of things that,
where the models will do very well.
I would say nanocet is not an example of those
because it's a fairly unique repository.
There's not that much code, I think,
in the way that I've structured it.
And it's not boilerplate code.
It's actually like intellectually intense code almost,
and everything has to be very precisely arranged.
And the models were always trying to,
they kept trying to, I mean, they have so many cognitive deficits, right?
So one example, they keep trying to,
they keep misunderstanding the code
because they have too much memory
from all the typical ways of doing things
on the internet that I just wasn't adopting.
So the models, for example,
I mean, I don't know if I want to get into the full details,
but they keep thinking I'm writing normal code and I'm not.
Maybe one example.
Maybe one example is, so the way to synchronize,
so we have eight GPUs that are all doing forward records.
The way to synchronize gradients between them
is to use distributed data parallel container of PyTorch,
which automatically does all the,
as you're doing the backward,
it will start communicating and synchronizing gradients.
I didn't use DDP because I didn't want to use it
because it's not necessary.
So I threw it out.
And I basically wrote my own synchronization routine
that's inside the step of the optimizer.
And so the models were trying to get me
to use the DDP container.
And they were very concerned about,
okay, this gets way too technical.
But I wasn't using that container
because I don't need it
and I have a custom implementation of something like it.
And they just couldn't internalize
that you had your own.
Yeah, they couldn't get past that.
And then they kept trying to like mess up the style.
Like, they're way too over-defensive.
They make all these try-catch statements.
they keep trying to make a production codebase
and I have a bunch of assumptions in my code
and it's okay. And
it's just like I don't need all this
extra stuff in there. And so I just
kind of feel like they're bloating the codebase, they're bloating
the complexity, they keep misunderstanding, they're
using deprecated APIs a bunch of times.
So it's total mess
and it's just
not net useful. I can go in, I can
clean it up, but it's not not useful.
I also feel like it's kind of annoying to have to
type out what I want in English
because it's just too much typing. Like, if I just
navigate to the part of the code that I want, and I go where I know the code has to appear,
and I start typing out the first three letters, autocomplete gets it and just gives you the code.
And so I think this is a very high information bandwidth to specify what you want.
If you point to the code where you want it, and you type out the first few pieces, and the model will complete it.
So I guess what I mean is I think these models are good in certain parts of the stack.
Actually use the models a little bit in...
There are two examples where I actually use the models that I think are illustrative.
one was when I generated the report
that's actually more boilerplatey
so actually bytecoded partially some of that stuff
that was fine
because it's not like mission critical stuff
and it works fine
and then the other part is when I was rewriting
the tokenizer in Rust
I'm actually not as good at Rust
because I'm fairly new to Rust
so I was doing, there's a bit of vibe coding going on
when I was writing some of the Rust code
but I had Python implementation that I fully understand
and I'm just making sure I'm making more efficient version of it
and I have tests so I feel safer doing that stuff
And so basically they lower or like the increase accessibility to languages or paradigms that you might not be as familiar with.
So I think they're very helpful there as well.
Yeah.
Because there's a ton of rust code out there.
The models are actually pretty good at it.
I happen to not know that much about it.
So the models are very useful there.
The reason I think this question is so interesting is because the main story people have about AI exploding and getting to super intelligence pretty rapidly is AI automating,
AI engineering and AI research.
So they'll look at the fact that you can have cloud code
and make entire appellate application,
crud applications from scratch and be like,
if you had this same capability inside of open AI
and deep mind and everything,
well, just imagine the level of like just, you know,
a thousand of you or a million of you in parallel
finding a little architectural tweaks.
And so it's quite interesting to hear you say
that this is the thing they're sort of asymmetrically worse at.
And it's like quite relevant to forecasting
whether the AI 2027 type explosion
is likely to happen.
anytime soon.
I think that's a good way of putting it.
And I think you're getting at some of my, like why my timelines are a bit longer.
You're right.
I think, yeah, they're not very good at code that hasn't never been written before.
Maybe it's like one way to put it, which is like what we're trying to achieve when we're
building these models.
Very naive question, but the architectural tweaks that you're adding to nanotchat, they're
in a paper somewhere, right?
They might even be in a repo somewhere.
So it's, is it surprising that they aren't able to entercharges?
that into whenever you're like add rope embeddings or something, they do that in the wrong way?
It's tough. I think they kind of know, they kind of know, but they don't fully know, and they
don't know how to fully integrate it into the repo and your style and your code and your place
and some of the custom things that you're doing. And how fits with all the assumptions of the
repository and all this kind of stuff. So I think they do have some knowledge, but they haven't
gotten to the place where they can actually integrate it, make sense of it, and so on.
I do think that a lot of the stuff, by the way, continues to improve.
So I think currently probably state-of-the-art model that I go to is the GPD 5 Pro.
And that's a very, very powerful model.
So if I actually have 20 minutes, I will copy-paste my entire repo,
and I go to GPD5 Pro, the Oracle, for like some questions.
And often it's not too bad and surprisingly good compared to what existed a year ago.
Yeah.
But I do think that overall the models are, they're not there.
And I kind of feel like the industry, it's over, it's, it's over,
it's making too big of a jump
and he's trying to pretend
like this is amazing and it's not,
it's slop. And I think they're not coming
to terms with it and maybe they're trying to fundraise or
something like that. I'm not sure what's going on, but
we're at this intermediate stage.
The models are amazing. They still need a lot of work.
For now, out of complete is my sweet spot.
But sometimes, for
some types of code, I will go to a null-em agent.
Yeah. Actually,
here's another reason that this is really interesting.
Through the history of programming,
there's been many productivity improvements,
compilers, linting, better programming languages, etc.,
which have increased a programmer productivity,
but have not led to an explosion.
So that sounds very much like auto-complete tab.
And this other category is just like automation of the programmer.
And so it's interesting you're seeing more in the category
of the historical analogies of like, you know, better compilers or something.
And maybe you guys discuss that one other kind of thought of that is like,
I do feel like I have a hard time differentiating where AI begins and stops,
because I do see AI as fundamentally an extension of computing in some pretty fundamental way.
And I feel like I see a continuum of this kind of like recursive self-improvement
or like of speeding up programmers all the way from the beginning.
Like even like I would say like code editors.
Yeah.
Syntax highlighting.
Yeah.
Syntax or like checking even of the types, like data type checking.
All these kinds of tools that we've built for each for each other.
Even search engines.
Like, why aren't search engines part of AI?
Like, I don't know, like, ranking is kind of AI, right?
At some point, Google was like, even early on,
they were thinking of themselves as an AI company
doing Google search engine, which I think is totally fair.
And so I kind of see it as a lot more of a continuum
than I think other people do, and I don't, it's hard for me to draw the line.
And I kind of feel like, okay, we're now getting a much better auto-complete.
And now we're also getting some agents,
which are kind of like these loopy things,
but they kind of go off rails sometimes.
And what's going on is that the human is progressively
doing a bit less and less of the low.
level-level stuff. For example, we're not writing the assembly code because we have compilers.
Yeah. Like compilers will take my high-level language and see and write the assembly code.
So we're abstracting ourselves very, very slowly. And there's this what I call autonomy slider
of like more and more stuff is automated, of the stuff that can be automated at any point
of time. And we're doing a bit less and less than raising ourselves in the layer of abstraction
over the automation. One of the big problems with RL is that it's incredibly information
sparse. Labelbox can help you with this by increasing the amount of information that your agent
gets to learn from with every single episode. For example, one of their customers wanted to train
a coding agent. So Labelbox augmented an IDE with a bunch of extra data collection tools and staffed
a team of expert software engineers from their aligner network to generate trajectories
that were optimized for training. Now, obviously, these engineers evaluated these interactions
on a pass-fail basis,
but they also rated every single response
on a bunch of different dimensions
like readability and performance.
And they wrote down their thought processes
for every single rating that they gave.
So you're basically showing every single step
an engineer takes
and every single thought that they have
while they're doing their job.
And this is just something you could never get
from usage data alone.
And so label box packaged up all these evaluations
and included all the agent trajectories
and the corrective human.
for the customer to train on.
This is just one example.
So go check out how Labelbox can get you high-quality frontier data across domains, modalities,
and training paradigms.
Reach out at Labelbox.com slash Thwar Cash.
Let's talk about RL a bit.
You too did some very interesting things about this.
Conceptually, how should we think about the way that humans are able to build a rich world model
just from interacting with our environment.
And in ways that seems almost irrespective
of the final reward at the end of the episode,
if somebody's starting to start a business
and at the end of 10 years,
she finds out whether the business succeeded or failed,
we say that she's earned a bunch of wisdom and experience.
But it's not because, like,
the log probs of every single thing
that happened over the last 10 years
are upweighted or downweight.
It's something much more deliberate
and rich is happening.
What is the ML analogy?
And how does that compare
to what we're doing with other ones right now?
Yeah, maybe the way I would put it is humans don't use reinforcement learning, as I've said it all.
I think they do something different, which is, yeah, you experience.
So reinforcement learning is a lot worse than I think the average person thinks.
Reinforcement learning is terrible.
It just so happens that everything that we had before is much worse.
Because previously we're just imitating people, so it has all these issues.
So in reinforcement learning, say you're working with you're solving a math problem.
This is very simple.
You're given a math problem, and you're trying to find the solution.
Now, in reinforcement learning, you will try lots of things in parallel first.
So you're given a problem.
You try hundreds of different attempts.
And these attempts can be complex, right?
They can be like, oh, let me try this, let me try that.
This didn't work.
That didn't work, et cetera.
And then maybe you get an answer.
And now you check the back of the book, and you see, okay, the correct answer is this.
And then you can see that, okay, this one, this one, and that one got the correct answer,
but these other 97 of them didn't.
So literally what reinforcement learning does
is it goes to the ones that worked really well
and every single thing you did along the way
every single token gets upweighted
of like do more of this.
The problem with that is, I mean, people will say that
your estimator has high variance
but I mean, it's just noisy, it's noisy.
So basically, it kind of almost assumes
that every single little piece of the solution
that you made that right-to-dry answer
was correct thing to do, which is not true.
Like you may have gone down the wrong alleys
until you write-the-write solution.
Every single one of those incorrect things you did
as long as you got to the correct solution
will be upweighted as do more of this.
It's terrible.
It's noise.
You've done all this work
only to find a single,
at the end you get a single number of like,
oh, you did correct.
And based on that,
you weigh that entire trajectory
is like upweight or downweight.
And so the way I like to put it
is you're sucking supervision through a straw
because you've done all this work
that could be a minute to rollout
and you're like sucking the bits of supervision
of the final reward signal through a straw
and you're like putting it,
you're like,
basically like
yeah you're broadcasting that
across the entire trajectory
and using that to upway or downward
that trajectory is crazy
a human would never do this number one
a human would never do hundreds of rollouts
number two when a person
sort of finds a solution
they will have a pretty complicated process of review
of like okay I think these parts that I did well
these parts I did not do that well
I should probably do this or that
and they think through things
there's nothing in current LLMs that does this
there's no equivalent of it
but I do see papers pop
out that are trying to do this because it's obvious to everyone in the field.
Yeah.
So I kind of see as like the first imitation learning actually, by the way, was extremely surprising
and miraculous and amazing that we can fine-tune by imitation on humans.
And that was incredible.
Because in the beginning, all we had was base models.
Base models are autocomplete.
And it wasn't obvious to me at the time, and I had to learn this.
And the paper that blew my mind was instruct GPT because it pointed out that, hey, you can
take the pre-trained model, which is autocomplete.
And if you just fine-tune it on text that looks like conversational,
The model will very rapidly adapt to become very conversational, and it keeps all the knowledge from pre-training.
And this blew my mind because I didn't understand that it's just like stylistically can adjust so quickly and become an assistant to a user through just a few loops of fine-tuning on that kind of data.
It's very miraculous to me that that worked.
So incredible, and that was like two years, three years of work.
And now came RL.
And RL allows you to do a bit better than just imitation learning, right?
because you can't have these reward functions
and you can hill climb on the reward functions.
And so some problems have just correct answers.
You can hill climb on that
without getting expert trajectories to imitate.
So that's amazing.
And the model can also discover solutions
that a human might never come up with.
So this is incredible.
And yet, it's so stupid.
So I think we need more.
And so I saw a paper from Google yesterday
that tried to have this reflect-and-review idea in mind.
What was the memory bank page?
or something, I don't know. I've actually seen a few papers along these lines. So I expect there to be some kind of a major update to how we do algorithms for LLMs coming in that realm. And then I think we need three or four or five more. Something like that.
But you're so good to come up with evocative evocative phrases. Sucking supervision through a straw is like so good.
Why hasn't, so you're saying like your problem with outcome-based reward is that you have this huge trajectory.
And then at the end, you're trying to learn every single possible thing about what you should do
and we should learn about the world from that one final bit.
Why hasn't, given the fact that this is obvious, why hasn't processed-based supervision as an alternative been a successful way to make models more capable?
What has been preventing us from using this alternative paradigm?
So process-based supervision just refers to the fact that we're not going to have a reward function only at the very end of after you have made 10 minutes of work, I'm not going to tell you you did well or not well.
I'm going to tell you at every single step of the way how well you're doing.
And this is basically the reason we don't have that is not tricky, it's tricky how you do that properly.
Because you have partial solutions and you don't know how to assign credit.
So when you get the right answer, it's just an equality match to the answer.
Very simple to implement.
If you're doing basically process supervision, how do you assign an automatable way partial credit assignment?
It's not obvious how you do it.
Lots of labs, I think, are trying to do it with these LLM judges.
So basically you get LLMs to try to do it.
So you prompt an LLM, hey, look at a partial solution of a student.
How well do you think they're doing if the answer is this?
and they try to tune the prompt.
The reason that I think this is kind of tricky
is quite subtle.
And it's the fact that anytime using an LLM to assign a reward,
those LLMs are giant things with billions of parameters
and they're gamable.
And if you're reinforcement learning with respect to them,
you will find adversarial examples for your LLM judges,
almost guaranteed.
You can't do this for too long.
You do maybe 10 steps or 20 steps,
maybe it will work, but you can't do 100 or 1,000 or 1,000
because it's not obvious.
Because I understand it's not obvious,
but basically the model will find a little,
It will find all these like spurious things in the nooks and crannies of the giant model and find a way to cheat it.
So one example that's prominently in my mind is, I think this was probably public.
But basically, if you're using an alum judge for a reward, so you just give it a solution from a student and ask it if the student did well or not,
we were training with reinforcement learning against that reward function.
And it worked really well.
And then suddenly the reward became extremely large.
It was massive jump and it did perfect.
And you're looking at it like, wow, this means the student is perfect in all these problems.
It's fully solved math.
But actually what's happening is that when you look at the completions that you're getting from the model,
they are complete nonsense.
They start out okay, and then they change to the, the, the, the, the, the, the, the, the.
So it's just like, oh, okay, let's take two plus three and we do this and this and then da-da-da-da-da-da.
And you're looking at it's like, this is crazy.
How is it getting a reward of one or 100%.
And you look at the LLM judge and it turns out the the the-da-da-da-da as an adversarial example for the model.
and it assigns 100% probability to it.
And it's just because this is an out-of-sampal example to the LLM.
It's never seen you during training,
and you're in pure generalization land.
Right.
It's never seen it during training,
and in the pure generalization land,
you can find these examples that break it.
You're basically training the LLM
to be a prompt injection model.
Not even that.
Prompt injection is way too fancy.
You're finding adversarial examples as they're called.
These are nonsensical solutions
that are obviously wrong,
but the model things are amazing.
So to the same thing, you think this is the bottleneck to making RL more functional,
then that will require making LLM's better judges,
if you want to do this in an automated way.
And then so is it just going to be like some sort of GAN-like approach
where you had to train models to be more robust to...
I think the labs are probably doing all that.
Like, okay, so the obvious thing is like,
the-da-da-da should not get 100% reward.
Okay, well, take the-da-da-but in the training set of the LLM judge
and say, this is not 100%, this is zero-percent.
You can do this.
But every time you do this, you get a new LLM,
And it still has adversarial examples.
There's infinity adversarial examples.
And I think probably if you iterate this a few times,
it'll probably be harder and hard to find other serial examples.
But I'm not 100% sure because this thing has a trillion parameters or whatnot.
So I bet you the LLabs are trying.
I don't actually, I still think we need other ideas.
Interesting.
Do you have some shape of what the other idea could be?
So, like, this idea of, like, a review,
review a solution and come up with synthetic examples
such that when you train on them, you get better
and, like, meta-learn it in some way.
And I think there's some papers that I'm starting to see pop out.
I only am at a stage of, like, reading abstracts
because a lot of these papers, you know, they're just ideas.
Someone has to actually, like, make it work on a frontier LLM lab scale
in full generality.
Because when you see these papers, they pop up and it's just, like, a little bit of noisy,
you know?
It's cool ideas, but I haven't actually seen anyone convincingly
show that this is possible.
That said, the LLM labs are fairly closed.
So who knows what they're doing now?
But yeah.
So I guess I see a very, not easy,
but like I can conceptualize how you would be able
to train on synthetic examples
or synthetic problems that you have made for yourself.
But there seems to be another thing humans do.
Maybe sleep is this, maybe daydreaming is this,
which is not necessarily come up with fake problems,
but just like reflect.
Yeah.
And I'm not sure what the ML analogy
for daydreaming or sleeping,
but just reflecting,
I haven't come up with a new problem.
I mean, obviously,
the very basic analogy
is to be like fine-tuning
on reflection bits,
but I feel like in practice
that probably wouldn't work that well.
So I don't know if you have some take on
what the analogy of like this thing is.
Yeah, I do think that we're missing some aspects there.
So as an example,
when you're reading a book,
I almost feel like,
currently when LLMs are reading a book,
what that means is we stretch out the sequence of text
and the model is predicting the next token
and it's getting some knowledge from that.
That's not really what humans do, right?
So when you're reading a book,
I almost don't even feel like the book is like exposition
I'm supposed to be attending to and training on.
The book is a set of prompts for me
to do synthetic data generation
or for you to get to a book club
and talk about it with your friends.
And it's by manipulating that information
that you actually gain that knowledge.
And I think we have no equivalent of that,
again, with all alums.
They don't really do that,
but I'd love to see during pre-training
some kind of a stage that thinks through the material
and tries to reconcile it with what it already knows
and things through for some amount of time
and gets that to work.
And so there's no equivalence of any of this.
This is all research.
There's some subtle, very subtle
that I think are very hard to understand
reasons why it's not trivial.
So if I can just describe one,
why I can just synthetically generate and train on it?
Well, because every synthetic example,
like if I just give synthetic generation
of the model thinking about a book,
you look at it and you're like,
this looks great.
Why can't I train on it?
Well, you could try,
but the model will actually get much worse
if you continue trying.
And that's because all of the samples
you get from models are silently collapsed.
They're silently, this is not obvious
if you look at any individual example of it,
they occupy a very tiny manifold
of the possible space of sort of thoughts about content.
So the LLMs, when they come off,
they're what we call collapsed.
They have a collapsed data distribution.
If you sample, one easy way to say it
is go to chat GPT and ask it, tell me a joke.
It only has like three jokes.
It's not giving you the whole breadth of possible jokes.
It's given you like, it knows like three jokes.
They're silently collapsed.
So basically, you're not getting the richness and diversity and the entropy from these models, as you would get from humans.
So humans are a lot more sort of noisier, but at least they're not biased.
They're not in a statistical sense.
They're not silently collapsed.
They maintain a huge amount of entropy.
So how do you get synthetic data generation to work despite the collapse and while maintaining the entropy is a research problem?
Just to make sure I understood, the reason that the collapse is relevant to synthetic data generation is because you want to be able to come up with synthetic problems.
or reflections which are not already in your data distribution?
I guess what I'm saying is say we have a chapter of a book and I ask a nullum to think about it.
It will give you something that looks very reasonable.
But if I ask it 10 times, you'll notice that all of them are the same.
You can't just leave scaling, scaling quote unquote, reflection on the same amount of, you know, prompt information and then get returns from that.
Yeah, yeah, yeah.
So any individual sample will look okay, but the distribution of it is quite.
terrible. And it's quite terrible in such a way that if you continue training on too much of your own
stuff, you actually collapse. I actually think that there's no fundamental solutions to this
possibly. And I also think humans collapse over time. I think this is, again, these analogies
are surprisingly good, but humans collapse during the course of their lives. This is why children
have completely, you know, they haven't overfit yet. And they will say stuff that will shock you
because it's kind of, you can see where they're coming from, but it's just not the thing people say.
And because they're not yet collapsed. But we're collapsed. We,
end up revisiting the same thoughts, we end up saying more and more of the same stuff,
and the learning rates go down, and the collapse continues to get worse, and then everything deteriorates.
Have you seen a super interesting paper that dreaming is a way of preventing this kind of overfitting and collapse?
That the reason dreaming is evolutionary adaptive is to put you in weird situations that are very unlike your day-to-day reality,
so that to prevent this kind of overfitting?
That's an interesting idea.
I mean, I do think that when you're generating things in your head and then you're attending to it, you're kind of like training on your own samples.
You're training on your synthetic data.
And if you do it for too long, you go off rails and you collapse way too much.
So you always have to like seek entropy in your life.
So talking to other people, it's a great source of entropy and things like that.
So maybe the brain has also built some internal mechanisms for increasing the amount of entropy in that process.
But yeah, maybe that's an interesting idea.
This is a very ill-formed thought, so I'll just put it out and let you react to it.
The best learners that we are aware of, which are children, are extremely bad at recollecting information.
In fact, at the very earliest stages of childhood, you will forget everything.
You're just an amnesiac about everything that happens before a certain year date.
But you're like extremely good at picking up new languages and learning from the world.
And maybe there's some element of like being able to see the forest for the trees.
Whereas if you compare it to the opposite end of the spectrum, you have LLM pre-training,
which these models will literally be able to regurgitate word for word,
what is the next thing in a Wikipedia page.
But their ability to learn abstract concepts really quickly the way a child can
is much more limited.
And then adults are somewhere in between
where they don't have the flexibility of childhood learning,
but adults can memorize facts and information in a way that is harder for kids.
And I don't know if there's something interesting about that.
I think there's something very interesting about that.
Yeah, 100%.
I do think that humans actually,
they do kind of like have a lot more of an element
compared to LLMs of like seeing the forest
for the trees.
And we're not actually that good at memorization,
which is actually a feature.
Because we're not that good at memorization,
we actually are kind of like forced
to find the patterns
in a marginal sense.
I think LLMs in comparison are extremely good at memorization.
They will recite passages from all these training sources.
You can give them completely nonsensical data.
Like you can hash some amount of text or something like that.
You get a completely random sequence.
If you train on it, even just, I think, a single iteration or two,
it can suddenly regurgitate the entire thing.
It will memorize it.
There's no way a person can read a single sequence of random numbers
and recite it to you.
And that's a feature, not a bug, almost,
because it forces you to only learn the generalizable components.
Whereas LLMs are distracted by all the memory that they have of the pre-training documents.
And it's probably very distracting to them in a certain sense.
So that's why when I talk about the cognitive core,
I actually want to remove the memory,
which is what we talked about.
I'd love to have less the memory
so that they have to look things up.
And they only maintain the algorithms for, like, thought
and the idea of an experiment
and all this cognitive glue of acting.
And this is also relevant to preventing model collapse.
Let me think.
I'm not sure.
I think it's almost like a separate axis.
It's almost like the models are way too good
at our memory.
And somehow we should remove that.
And I think people are much worse, but it's a good thing.
What is a solution to model collapse?
I mean, there's very naive things you could attempt
as just like the distribution over loggis should be wider or something.
Like there's many naive things you could try.
What ends up being the problem with the naive approaches?
Yeah, I think that's a great question.
I mean, you can imagine having a regularization for entropy and things like that.
I guess they just don't work as well empirically.
Because right now, like the models are collapsed,
But I will say most of the tasks that we want of them
don't actually demand the diversity.
It's probably the answer of what's going on.
And so it's just that the Frontier Labs are trying to make the models useful.
And I kind of just feel like the diversity of the outputs is not so much.
Number one, it's much harder to work with an evaluate and all this kind of stuff.
But maybe it's not what's actually capturing most of the value.
In fact, it's actively penalized, right?
If you're like super creative in an RL, it's like not good.
Yeah.
Or like maybe if you're doing a lot of writing, help,
From LLLLLLLLLMs and stuff like that, I think it's probably bad because the models will give you these, like, silently, all the same stuff, you know.
So they're not, they won't explore lots of different ways of answering a question, right?
But I kind of feel like maybe this diversity is just not as big of a, yeah, maybe like, yeah, not as many applications needed so the models don't have it, but then it's actually a problem.
It's synthetic generation time, et cetera.
So we're actually shooting ourselves in the foot by not allowing this entropy to maintain in the model.
And I think possibly the labs should try harder.
And then I think you hinted that it's a, it's a very fundamental.
problem, it won't be easy to solve.
And yeah, what's your intuition for that?
I don't actually know if it's super fundamental.
I don't actually know if I intended to say that.
I do think that I haven't done these experiments,
but I do think that you could probably regularize the entropy to be higher.
So you're encouraging the model to give you more and more solutions.
But you don't want it to start deviating too much from the trainee data.
It's going to start making up its own language.
It's going to start using words that are extremely rare.
So it's going to drift too much from the distribution.
So I think controlling the distribution is just like a tricky.
It's just like someone just has to, it's probably not trivial in that sense.
How many bits should the optimal core of intelligence end up being if you just had to make a guess?
The thing we put on the von Neumann probes, how big does it have to be?
So it's really interesting in the history of the field because at one point, everything was very scaling pill in terms of like, oh, we're going to make much bigger models, trillions of parameter models.
And actually what the models have done in size
is they've gone up and now they've actually kind of
like actually even come down.
The state of their models are smaller.
And even then, I actually think they memorized way too much.
So I think I had a prediction a while back
that I almost feel like we can get cognitive course
that are very good at even like a billion
billion parameters.
It should be all very like,
like if you talk to a billion parameter model,
I think in 20 years,
you can actually have a very productive conversation.
It thinks and it's a lot more like a human.
But if you ask,
it's some factual question, might have to look it up, but it knows that it doesn't know,
and it might have to look it up, and they will just do all the reasonable things.
That's actually surprising that you think it will take a billion per...
Because already we have a billion parameter models, or a couple billion parameter models
that are, like, very intelligent.
Well, certainly our models are like a trillion parameters, right?
But they remember so much stuff, like...
Yeah, but I'm surprised that in 10 years, given the pace, okay, we have GPT, OSS, 20B,
that's way better than GPD4 original, which was a trillion,
plus parameters.
So given that trend,
I'm actually surprised
you think in 10 years,
the cognitive core
is still a billion parameters.
Yeah, I'm surprised
you're not like that's going to be like
tens of millions or millions.
No, because I basically think that the training data is,
so here's the issue.
The training data is the internet,
which is really terrible.
So there's a huge amount of gains to be made
because the internet is terrible.
Like if you actually,
and even the internet,
when you and I think of the internet,
you're thinking of like,
a Wall Street Journal or that's not what this is.
When you're actually looking at a pre-train data set
in the front of your lab,
and you look at a random internet document,
it's total garbage.
Like, I don't even know how this works at all.
It's some, like, stock ticker symbols.
It's a huge amount of slop and garbage
from, like, all the corners of the internet.
It's not like your Wall Street Journal article
that's extremely rare.
So I almost feel like,
because the internet is so terrible,
we actually have to sort of build really big models
to compress all that.
Most of that compression is memory work
instead of, like, cognitive work.
Interesting.
But what we really want is the cognitive part
actually delete the memory.
Right.
And then, so what I'm saying is, like,
we need intelligent models to help us refine even the pre-training set
to just narrow it down to the cognitive components.
And then I think you can get away with a much smaller model
because it's a much better data set
and you could train it on it.
But probably it's not trained directly on it.
It's probably distilled for a much better model still.
But why is a distilled version still a billion?
Is I guess the thing I'm curious about?
I just feel like distillation work extremely well.
So almost every small model, if you have a small model,
it's almost certainly distilled.
Why would you train on?
Right.
No, no, no, but why is the distillation not, in 10 years, not getting below 1 billion?
Oh, you think it should be smaller than a billion?
I mean, come on, right?
I don't know.
At some point, it should take at least a billion knobs to do something interesting.
You're thinking it should be even smaller?
Yeah, I mean, just like if you look at the trend over the last few years,
just finding low-hanging fruit and going from, like, trillion-plus models that are, like,
literally two orders of magnitude smaller in a matter of two years and having better performance.
Yeah, yeah.
It makes me think the sort of core of intelligence might be even way, way smaller.
Like, plenty of room at the bottom to paraphrase Feynman.
I mean, I almost feel like I'm already contrarian by talking about a billion in the parameter cognitive core, and you're outdoing me.
I think, yeah, maybe we could get a little bit smaller.
I mean, I still think that there should be enough, yeah, maybe it can be smaller.
I do think that practically speaking, you want the model to have some knowledge.
You don't want it to be looking up everything.
Because then you can't, like, think in your head.
You're looking up way too much stuff all the time.
So I do think it needs to be some basic curriculum needs to be there for knowledge.
But it doesn't have esoteric knowledge, you know.
Yeah.
So we're discussing what, like, plausibly could be the cognitive core.
There's a separate question, which is, what will actually be the size of Frencher models over time?
And I'm curious to have prediction.
So we had increasing scale up to maybe 4.5, and now we're seeing decreasing slash plateauing scale.
There's many reasons that could be going on.
But do you have a prediction about going forward?
Will the biggest models be bigger?
Will they be smaller?
Will they be the same?
Yeah, I don't know that I have a super strong prediction.
I do think that the labs are just being practical.
They have a flops budget and a cost budget.
And it just turns out that pre-training is not where you want to put most of your
flops or your cost.
So that's why the models have gotten smaller,
because they are a bit smaller.
The pre-training stages, smaller, etc.,
but they make it up in reinforcement learning and all this kind of stuff,
mid-training and all this kind of stuff that follows.
So they're just being practical in terms of all the stages
and how you get the most bank for the buck.
So I guess forecasting that trend, I think, is quite hard.
I do still expect that there's so much lo-hanging fruit. That's my basic expectation.
And so I have a very wide distribution here. Do you think they're looking for it to be similar
in kind to the kinds of things that have been happening over the last two to five years?
Like just in terms of like, if I look at nano chat versus nano-GPT and then the architectural
tweaks you made, is that basically like the flavor of things you continue to keep happening?
Or is there, you're not expecting any giant pharynx?
I expect the datasets to get much, much better
because when you look at the average data sets,
they're extremely terrible,
like so bad that I don't even know
how anything works, to be honest.
Look at the average example in the training set.
Like factual mistakes, errors,
nonsensical things.
Somehow when you do it at scale,
the noise washes away
and you're left with some of the signal.
So datasets will improve a ton.
It's just everything gets better.
So our hardware, our older kernels,
all the kernels for running the hardware
and maximizing what you get
with the hardware,
You know, so
Nvidia is slowly tuning
the actual hardware itself,
tensor course and so on.
All that needs to happen
and will continue to happen.
All the kernels will get better
and utilize the chip
to the max extent.
All the algorithms will probably
improve over optimization,
architecture,
and just all of the modeling components
of how everything is done
and what the algorithms are
that we're even training with.
So I do kind of expect
like a just very,
just everything.
Nothing dominates.
Everything plus 20%.
Right.
Is like roughly what I've seen.
Okay.
This is my,
general manager Max. Good to be here, here every day. And you have been here since you were on boarded
about six months ago. But when I was... Oh, right. Time passes so fast. But when I onboarded you,
I was in France. And so we basically didn't get the chance to talk at all almost. And you basically
just gave me one login. I gave you access to my Mercury platform, which is the banking platform
that I was using at the time to run the podcast. And so I logged into Mercury, assuming that that would
just be the first of many steps, but I realized that was how you were running.
the entire business, even down to a lot of our editors, our international contractors, and so you
would just figure out how to set up these recurring payments to set up basic payroll.
I mean, Mercury made the experience of all these things I was doing before so seamless that
it didn't even occur to me until you pointed it out that this is not the natural way to
set a payroll or invoicing or any of these other things.
Yeah, I was surprised, but I was like, it's worked so far.
That's right, yeah.
So maybe I'll trust it.
And then now I can't think of doing anything else.
All right, you heard him.
Visit mercury.com to apply online in
Minutes. Cool. Thanks, Max. Thanks for having me. Dude, you're great at this. I'm so nervous, but thank you. Mercury is a financial technology company, not a bank. Banking Services provided through Choice Financial Group, Column A, and Evolve Bank and Trust members FDIC. People have proposed different ways of charting how much progress we've made towards full AGI. Because if you can come up with some line, then you can see where that line intersects with AGI and where that would happen on the X-axis. And so people have proposed, oh, it's like the education level. Like we had a high
schooler and then they went to college with RL and they're going to get a PhD.
I don't like that one.
Or then they'll propose horizon link.
So maybe they can do tasks to take a minute.
They can do those autonomously.
Then they can autonomously do tasks to take an hour, a human an hour, a human a week, et cetera.
How do you think about what is the relevant Y-axis here?
What is the, how should we think about how AI is making progress?
So I guess I have two answers to that.
Number one, I'm almost tempted to like reject the question entirely because, again,
like, I see this as an extension of computing.
Have we talked about, like, how to chart progress in computing?
Or how do you chart progress in computing since 1970s or whatever?
What is the X axis?
So I kind of feel like the whole question is kind of, like, funny from that perspective a little bit.
But I will say, I guess, like, when people talk about AI and the original AGI
and how we spoke about it when opening I started,
AGI was a system you can go to that can do any task that is economically valuable,
any economically valuable task at human performance or better.
Okay, so that was the definition, and I was pretty happy with that at the time,
and I kind of feel like I've stuck to that definition forever,
and then people have made up all kinds of other definitions.
But I feel like I like that definition.
Now, number one, the first concession that people make all the time
is they just take out all the physical stuff,
because we're just talking about digital knowledge work.
I feel like that's a pretty major concession compared to the original definition,
which was like any task a human can do.
I can lift things, etc.
Like, AI can't do that, obviously.
So, okay, but we'll take it.
what fraction of the economy are we taking away by saying only knowledge work?
I don't actually know the numbers.
I feel like it's about 10 to 20%, if I had to guess, is only knowledge work.
Like someone could work from home and perform tasks, something like that.
I still think it's a really large market.
Like, yeah, what is the size of the economy and what is 10, 20%.
Like we're still talking about a few trillion dollars of even in the U.S.
of market share almost or like work.
So it's still a very massive bucket.
But I guess going back to the definition,
I guess what I would be looking for is,
to what extent is that definition true?
So are there jobs or lots of tasks,
if we think of tasks as, you know,
not jobs, but tasks kind of difficult.
Because the problem is like,
society will refactor based on the tasks that make up jobs
compared to what's...
Based on what's automatable or not.
But today, what jobs are replaceable by AI?
So a good example recently was
Jeff Hinton's prediction
that radiologists would not be a job anymore
and this turned out to be very wrong in a bunch of ways, right?
So radiologists are alive and well and growing
even though computer vision is really, really good at
recognizing all the different things
that they have to recognize in images.
And it's just messy, complicated job
with a lot of surfaces and dealing with patients
and all this kind of stuff in the context of it.
So I guess I don't actually know that by that definition
AI has made a huge amount of dent yet.
But some of the jobs
maybe that I would be looking for
have some features that I think make it very amenable to automation earlier than later.
As an example, call center employees often come up, and I think rightly so.
Because call center employees have a number of simplifying properties with respect to what's
automatable today.
Their jobs are pretty simple.
It's a sequence of tasks, and every task looks similar.
Like you take a phone call with a person, it's 10 minutes of interaction or whatever
it is, probably a bit longer.
In my experience, a lot longer.
And you complete some task in some scheme, and you change some database entry.
around or something like that. So you keep repeating something over and over again, and that's your
job. So basically, you do want to bring in the task horizon, how long it takes to perform a
task. And then you want to also remove context. Like, you're not dealing with different parts of
services of companies or other customers. It's just the database you and a person you're serving.
And so it's more closed. It's more understandable. And it's purely digital. So I would be looking for
those things. But even there, I'm not actually looking at full automation yet. I'm looking for an
autonomy slider. And I almost expect that we are not going to instantly replace people.
We're going to be swapping in AIs that do 80% of the volume. They delegate 20% of volume to humans.
And humans are supervising teams of five AIs doing the call center work that's more rote.
So I would be looking for new interfaces or new companies that provide some kind of a
later that allows you to manage some of these AIs. They are not yet perfect.
And then I would expect that across the economy. And a lot of jobs are a lot harder than
call center employee. I wonder with radiologists, I'm totally speculating. I have no idea what the
actual workflow of radiologists involves. But one analogy that might be applicable is when Wayne was
their first being ruled out, there would be a person sitting in the front seat, and you just had to have
them there to make sure that if something went really wrong, they're to monitor. And I think even today,
people are still watching to make sure things are going well. Robotaxy, who is just deployed,
actually still has a person inside it. And we could be in a similar situation.
situation where if you automate 99% of a job, that last 1% the human has to do is incredibly
valuable because it's bottlenecking everything else. And if it had, if it was the case with, like,
with radiologists where the person sitting in the front of the Uber or the front of the Waymo has to be
specially trained for years in order to be able to provide the last 1%. Their wages should go up
tremendously because they're like the one thing bottlenecking wide deployment. So radiologists, I think
their wages have gone up for similar reasons. If you're like the last bottleneck, you should,
you're like, and you're not fungible,
which like, you know, a wayman driver might be fungible with other things.
So you might see this thing where like your wages go like whoop
and then until you get a 90% and then like just like that.
And when the last one percent is gone.
I see.
And I wonder if we're some similar things with radiology or salaries of call center workers
or anything like that.
Yeah.
I think that's an interesting question.
I don't think we're currently seeing that with radiology or,
and I don't have like in my understanding,
but I think radiology is not a good example, basically.
I don't know why Jeff Hinton picked on radiology
because I think it's an extremely messy, messy, complicated profession.
So I would be a lot more interested in what's happening
with call center employees today, for example,
because I would expect a lot of the road stuff to be automatable today.
And I don't have first level access to it,
but maybe I would be looking for trends of what's happening
with the call center employees.
Maybe some of the things I would also expect is maybe they are swapping in AI,
but then I would still wait for a year or two
because I would potentially expect them to pull back
can actually rehire some of the people.
I think there's been evidence that that's already been happening generally in companies
that have been adopting AI, which I think is quite surprising.
And I also find what is really surprising, okay, AGI, right?
Like a thing we should do everything and, okay, we'll take out physical work.
So the thing we should be able to do all knowledge work.
And what you would have naively anticipated that the way this regression would happen is like,
you would take a little task that a consultant is doing, you take that out of the bucket,
you take a little task that an accountant who's doing,
you take that out of the bucket,
and then you're just doing this across all knowledge work.
But instead, if we do believe we're on the path of AGII
with the current paradigm, the progression is very much not like that.
At least it just does not seem like consultants and accounts
and whatever are getting like huge productive improvement.
It's very much like programmers are like getting more and more chills of the way of their work.
If you look at the revenues of these companies,
discounting just like normal chat revenue,
which I think is like, I don't know,
that's similar to like Google or something.
Just looking at API revenues, it's like dominated by coding, right?
So this thing which is general, quote unquote,
which should be able to do any knowledge work,
it's just overwhelmingly doing only coding.
And it's a surprising way that you would expect like the AGI to be deployed.
So I think there's an interesting point here
because I do believe coding is like the perfect first thing for these LLMs and agents.
And that's because coding has always fundamentally –
worked around text. It's computer terminals and text, and everything is based around text. And
LLMs, the way they're trained on the internet, love text. And so they're perfect text processors,
and there's all this data out there, and it's just perfect fit. And also we have a lot of infrastructure
pre-built for handling code and text. So, for example, we have a Visual Studio code or, you know,
your favorite IDE showing you code. And an agent can plug into that. So for example, if an agent has a
diff where it made some change, we suddenly have all this code already that shows all the differences
to a codebase using a diff.
So it's almost like we've pre-built a lot of the infrastructure for code.
Now, contrast that with some of the things that don't enjoy that at all.
So as an example, like there's people trying to build automation, not for coding, but for
example, for slides.
Like I saw a company doing slides, that's much, much harder.
And the reason that's much harder is because slides are not text.
Yeah.
Slides are little graphics and they're arranged spatially.
and there's visual component to it.
And slides don't have this pre-built infrastructure.
Like, for example, if an agent is to make a different change to your slides,
how does a thing show you the diff?
How do you see the diff?
There's nothing that shows divs for slides.
Someone has to build it.
So it's just some of these things are not amenable to AIs as they are,
which is text processors.
And code surprisingly is.
Actually, I'm not sure if that alone explains it,
because...
I personally have tried to get LLMs to be useful in domains, which are just pure language and language out, like rewriting transcripts, like coming up with clips based on transcripts, etc.
And you might say, well, it's very plausible that, like, I didn't do every single possible thing I could do.
I put a bunch of, you know, good examples in context, but maybe I should have done, like, some kind of fine-tuning, whatever.
So our mutual friend Annie Matushak told me that he actually tried 50 billion things.
to try to get models to be good at writing space repetition prompts.
Again, very much language in, language out tasks,
the kind of thing that should be dead center in the repertoire of these LLLNs.
And he tried, in context learning, obviously, with a few shot examples.
He tried, I think he told me like a bunch of things,
like a supervised fine-tuning and like, you know, retrieval, whatever.
And he just could not get them to make hearts to a satisfaction.
So I find it striking that even in language out domains,
it's actually very hard to get
a lot of economic value out of these models
separate from coding. And I don't know what
explains it. Yeah, I think
that makes sense. I mean, I would say
I'm not saying
that anything text is trivial, right?
I do think that code is like
it's pretty structured.
Text is maybe a lot more flowery
and there's a lot more
like entropy in text, I would say.
I don't know how I also put it.
And also, I mean, code is hard
and so people sort of feel
quite empowered by LLMs, even from like simple, simple kind of knowledge.
I basically, I don't actually know that I have a very good answer.
I mean, obviously, like, text makes it much, much easier maybe.
It's maybe why I put it, but it doesn't mean that all text is trivial.
How do you think about superintelligence?
Do you expect it to feel qualitatively different from normal humans or human companies?
I guess I see it as like a progression of automation in society, right?
And again, like extrapoling the trend of computing, I just feel like there will be a gradual automation of a lot of things.
And superintelligence will be sort of like the extrapolation of that.
So I do think we expect more and more autonomous entities over time that are doing a lot of the digital work and then eventually even the physical work, probably some amount of time later.
But basically I see it as just automation, roughly speaking.
I guess automation includes the things humans can already do and super intelligence supplies things humans.
Well, but some of the things that people do is invent new things, which I would just put into.
the automation, if that makes sense.
Yeah.
But I guess maybe less abstractly and more sort of like qualitatively.
Do you expect something to feel like, okay, this, because this thing can either think so
fast or has so many copies or the copies can merge back into themselves or is quote-unquote
much smarter, any number of advantages in AI might have, it will qualitative, the civilization
in which these AI exists will just feel
qualitative different from human civilization.
I mean, it is fundamentally automation,
but I mean, it will be like extremely foreign.
I do think it will look really strange
because like you mentioned,
we can run all of this on a computer cluster, etc.
And much faster in all this thing.
I mean, maybe some of the scenarios, for example,
that I start to get like nervous about
with respect to when the world looks like that
is this kind of like gradual loss of control
and understanding of what's happening.
And I think that's actually the most likely outcome,
probably, is that there will be a gradual loss
of understanding of, and we'll gradually layer all the stuff everywhere, and there'll be a few
and fewer people who understand it, and that there will be a sort of this like scenario
of gradual, less of control and understanding of what's happening. That to me seems most likely
outcome of how all the stuff will go down. Let me prove on that a bit. It's not clear to me
that loss of control and loss of understanding are the same things. A board of directors at
like, whatever, TSM, Intel, name a random company. They're just like,
prestigious 80-year-olds.
They have very little understanding.
And maybe they don't practically actually have control.
But, or actually, maybe a better example is the president in the United States.
President has a lot of fucking power.
I'm not trying to make a good statement about the current operant, but maybe I am.
But like, the actual level of understanding is very different from the level of control.
Yeah, I think that's fair.
That's a good pushback.
I think, like, I guess I expect loss of both.
How come?
I mean, the loss of my understanding is obvious, but why a loss of control?
So we're really far into territory of, I don't know what this looks like, but if I was to write sci-fi novels, they would look along the lines of not even a single entity or something like that.
That just sort of like takes over everything, but actually like multiple competing entities that gradually become more and more autonomous.
And some of them go rogue and the others, like fight them off and all this kind of stuff.
And it's like this hot pot of completely autonomous activity
that we've delegated to.
I kind of feel like it would have that flavor.
It is not the fact that they are smarter than us
that is resulting in the loss of control.
It is the fact that they are competing with each other
and whatever arises out of that competition
that leads to the loss of control.
I mean, I basically expect there to be,
I mean, a lot of these things,
I mean, they will be tools,
two people and the people could some of the population is like they're acting on behalf of people
or something like that so maybe those people are in control but maybe it's a loss of control
overall for society in the sense of like outcomes we want or something like that um where you have
entities acting on behalf of individuals that are still kind of roughly seen as out of control
yeah yeah this is a question i should have asked earlier so we were talking about how currently it
feels like when you're doing a i engineering or i research these models are more like in the category
compiler rather than in the category of a replacement.
At some point, if you have quote-unquote AGI, it should be able to do what you do.
And do you feel like having a million copies of U.N. Parallel results in some huge speed up of AI progress.
Basically, if that does happen, do you expect to see an intelligence explosion?
Or even once we have a true A.J.
I'm not talking about LLMs today, but real A.
I guess what I mean is I do, but it's business as usual because we're in an intelligence explosion
already and have been for decades.
When you look at GDP, it's basically the GDP curve.
That is an exponential, weight at some over so many aspects of the industry.
Everything is gradually being automated.
Has been for hundreds of years.
Industrial Revolution is automation and some of the physical components and the tool
building and all this kind of stuff.
Compilers are early software automation, etc.
So I kind of feel like we've been recursively self-improving and exploding for a long time.
Maybe another way to see it is, I mean, Earth was a pretty, I mean, if you don't look
at the biomechanics and so on. It was a pretty
boring place, I think, and looked very similar if you just
look from space, and Earth is spinning
and then, like, we're in the middle of this, like,
firecracker event. Right.
But we're seeing it in slow motion. But
I definitely feel like
this has already happened for a very long time.
And, again, like, I don't see AI
as, like, a distinct technology
with respect to what has already been happening for a long
time. So you think it's like continuous
with this hyper exponential trend?
And that's why, like, this is, this was very
interesting to me because I was trying to find
AI in the GDP for a while. I thought that GDP should go up. But then I looked at some of the
other technologies that I thought were very transformative, like maybe computers or mobile phones
or et cetera. You can't find them in GDP. GDP is the same exponential. And it's just that even,
for example, the early iPhone didn't have the app store and it didn't have a lot of the bells and
whistles that the modern iPhone has. And so even though we think of 2008 was it when iPhone came out
as like some major seismic change, it's actually not. Everything is like so spread out and so slowly
diffuses, that everything ends up being averaged up
into the same exponential. And it's the exact same thing
with computers. You can't find them in the GDP is like,
oh, we have computers, now, it's not what happened
because it's such a slow progression. And with AI,
we're going to see the exact same thing. It's just more automation.
It allows us to write different kinds of
programs that we couldn't write before, but AI
is still fundamentally a program.
And it's a new kind of computer
and a new kind of computing
system, but it has all these problems,
it's going to diffuse over time,
and it's still going to add up to the same exponential.
And we're still going to get an exponential that's going to
get extremely vertical, and it's going to be very foreign to live in that kind of an environment.
Are you saying that, like, what will happen is, so if you go, if you look at the trend before
the Industrial Revolution to currently, you have a hyper exponential where you go from like
0% growth to then 10,000 years ago, 0.02% growth, and then currently we're at 2% growth.
So that's the hyper exponential, and you're saying, if you're charting AI on there, then it's
like AI takes you to 20% growth or 200% growth.
Or you could be saying, if you look at the last 300 years, what you've been seeing?
is you have technology after technology, computers, electrification,
and steam engines, railways, etc.
But the rate of growth is the exact same.
It's 2%.
So are you saying the rate of growth will...
No, I basically...
I expect the rate of growth has also stayed roughly constant, right?
For only the last 200, 300 years.
But over the course of human history, it's, like, exploded, right?
It's like gone from like 0%, basically,
to like faster, faster, faster, industrial explosion, 2%.
Basically, I guess what I'm saying is for a while
I tried to find AI or look for AI
in the GDP curve.
And I kind of convinced myself
that this is false.
And that even when people talk
about recursive self-improvement
and labs and stuff like that,
I even don't, this is a business as usual.
Of course, it's going to recursively self-improve
and it's been recursively self-improving.
Like, LLMs allow the engineers
to work much more efficiently
to build the next round of LLM.
And a lot more of the components
are being automated and tuned and et cetera.
So all the engineers
having access to Google search
is sort of part of it.
All the engineers having an ID,
all of them have auto-complete
or having cloth code, etc.
It's all just part of the same speed up of the whole thing.
So it's just so smooth.
But just to clarify, you're saying that the rate of growth will not change.
Like, you know, the intelligence explosion will show up as like,
it just enabled us to continue staying on the 2% growth trajectory,
just that the internet helped us stay on the 2% growth trajectory.
Yeah, my expectation is that it stays the same pattern.
Yeah.
I mean, just to throw the opposite argument against you,
my expectation is that it like
blows up because I think
true AGI and I'm not talking about LLM coding bots
I'm talking about like actual
this is like a replacement of a human
in a server
is qualitatively different
from these other productivity
improving technologies
because it's labor itself right
I think we're living in a very labor constrained world
if we talk to any startup founder
or any person you can just be like
okay what do you need more of
you just like need really talented people
and if you just
have billions of extra people who are
inventing stuff, integrating themselves,
making companies, bottoms
start to finish. That feels
qualitative different from just like a single
technology. It's just sort of like just asking if you
if you get 10 billion extra people on the planet.
I mean, maybe a counterpoint. I mean, number one, I'm actually
pretty willing to be convinced one way or another on this point.
But I will say, for example, computing is labor.
Computing was labor. Computers, like,
a lot of jobs disappear because computers are automating
a bunch of digital information processing
that you now don't need a human for.
And so computers are labor, and that has played out.
And, you know, self-traving as an example is also like computers doing labor.
So, like, I guess that's already been playing out.
So it's still business as usual.
Yeah.
I guess you have a machine which is spitting out more things like that at potentially
faster pace.
And so we historically have examples of the growth regime changing where, like, you went
from, you know, 0.2% growth to 2% growth.
So it seems very plausible to me that, like, a machine which is then spitting out
the next self-driving car
and the next internet and whatever.
I mean, I kind of, yeah,
I see where it's coming from.
At the same time, I do feel like people make this assumption
of like, okay, we have God in the box
and now it can do everything.
And it just won't look like that.
It's going to be able to do some of the things.
It's going to fail at some other things.
It's going to be gradually put into society
and basically end up with the same pattern,
is my prediction.
Yeah.
Because this assumption of suddenly having
a completely intelligent,
fully flexible, fully general human
in a box,
and we can dispense it at arbitrary,
problems in society. I don't think that we will have this like discrete change. And,
and so I think we'll arrive at the same, at the same kind of gradual diffusion of this across
the industry. I think what often ends up being misleading in these conversations is people,
I don't like to use a word intelligence in this context, because intelligence applies you think,
like, oh, super intelligence will be sitting, there will be a single superintelligence sitting
in a server and it will like divine how to come up with new technology.
and inventions that causes this explosion.
And that's not what I'm imagining,
when I'm imagining 20% growth.
I'm imagining that there's billions of,
you know, basically like very smart human-like minds potentially,
or that's all that's required.
But the fact that there's hundreds of millions of them,
billions of them, each individually making new products,
figuring out how to integrate themselves into the economy,
just the way if like a highly experienced smart immigrant came to the country,
you wouldn't need to figure out how we integrate them in the economy.
They figured it out.
They could start a company.
They could make inventions or like just increased productivity in the world.
And we have examples, even in the current regime, of places that have had 10, 20% economic growth.
You know, if you just have a lot of people and less capital in comparison to the people,
you can have Hong Kong or Shenzhen or whatever just had decades of 10% plus growth.
And I think it's just like there's a lot of really smart people who are ready to like make use of the resources and do this like period of catch up.
because we've had this discontinuity.
And I think, yeah, maybe similar.
So I think I understand,
but I still think that you're presupposing some discrete jump,
there's some unlock that we're waiting to claim,
and suddenly we're going to have geniuses in data centers.
And I still think you're presupposing some discrete jump
that I think has basically no historical precedent
that I can't find in any of the statistics
and that I think probably won't happen.
I mean, the Industrial Revolution is such a jump, right?
You went from like 0.2% growth to 2% growth.
I'm just saying, like, you'll see another jump like that.
I'm a little bit suspicious.
I would have to look at it.
I'm a little bit suspicious
and I would have to take a look.
For example,
like maybe some of the logs
are not very good
from before the industrial evolution
or something like that.
So I'm a little bit suspicious of it,
but yeah, maybe you're right.
I don't have strong opinions.
Maybe you're saying that
this was a singular event
that was extremely magical
and you're saying
that maybe there's going to be
another event that's going to be
just like that,
extremely magical.
It will break paradigm and so on.
I actually don't think the...
I mean, the crucial thing
about the industrial revolution
was that it was not magical, right?
Like, if you just zoomed in, what you would see in 1770 or 1870 is not that there was some key invention.
Yeah, exactly.
But at the same time, you did move the economy to a regime where the progress was much faster.
And the exponential 10xed.
And I expected some other thing from AI where it's not like there's going to be a single moment where we made the crucial invention.
There's some overhang that's being unlocked.
Like maybe there's a new energy source.
There's some unlock, in this case, some kind of a cognitive capacity.
And there's an overhang of cognitive work to do.
That's right.
And you're expecting that overhang to be filled by this new technology went across to the threshold.
Yeah.
And I mean, maybe one way to think about it is through history, a lot of growth.
I mean, growth comes because people come up with ideas.
And then people are like out there doing stuff to execute those ideas and make valuable output.
And through most of this time, population isn't exploding that has been driving growth.
For the last 50 years, people have argued that growth has stagnated.
population in frontier countries is also stagnated.
I think we go back on the hyper-explancial growth in population and output.
Right, I'm sorry, exponential growth and population that causes hyper-extensional growth and output.
Yeah, I mean, yeah, it's really hard to tell.
Yeah.
I understand that viewpoint.
Yeah.
I don't intuitively feel that viewpoint.
So we just got access to Google's V03.1.
And it's been really cool to play around with.
The first thing we did was run a bunch of problems through both V-O-3 and 3.1.
to see what's changing the new version.
So here's V-O-3.
Hi, I'm Max, and I got stuck in a local minimum again.
It's okay, Max. We've all been there.
Took me three epochs to get out.
And here's VO3.3.1.
Hi, I'm Max, and I got stuck in a local minimum again.
It's okay, Max. We've all been there.
Took me three-uprocks to get out.
3-1's output is just consistently more coherent,
and the audio is noticeably higher quality.
We've been using VO for a while now, actually.
we released an essay earlier this year about AI firms fully animated by VEO2,
and it's been amazing to see how fast these models are improving.
This update makes VEO even more useful in terms of animating our ideas and our explainers.
You can try Vio right now in the Gemini app with pro and ultra subscriptions.
You can also access it through the Gemini API or through Google Flow.
You recommended Nick Lane's book to me, and then on that basis,
I also find it super interesting and I interviewed him.
And so I actually have some questions about sort of thinking about intelligence and evolutionary history.
Now that you, over the last 20 years of doing air research,
you maybe have a more tangible sense of what intelligence is, what it takes to develop it.
Are you more or less surprised as a result that evolution just sort of spontaneously stumbled upon it?
I love Nick Lane's books, by the way.
So, yeah, I was just listening to his podcast way up here.
with respect to intelligence and its evolution,
I do came, it came fairly,
I mean, it's very, very recent, right?
I am surprised that it evolved.
Yeah.
I find it fascinating to think about all the worlds out there.
Like, say, there's a thousand planets, like Earth
and what they look like.
I think Nick Lane was here talking about some of the early parts, right?
Like, okay, he expects basically very similar life forms,
roughly speaking, in bacteria-like things and most of them.
Yeah.
And then there's a few breaks in there.
I would expect that the evolution of intelligence
intuitively feels to me like it should be fairly
rare event and there have been animals for, I guess maybe you should base it on how long
something has existed. So for example, if bacteria have been around for two billion years and nothing
happened, then going to your care, it's probably pretty hard because bacteria actually
came up quite early in Earth's evolution or history. And so I guess how long have we yet
animals, maybe a couple hundred million years, like multicellular animals that like run, wrong,
crawl, etc., which is maybe 10% of Earth's lifeband or something like that. So I mean,
maybe on that time scale is actually not too tricky.
I still feel like it's still surprising to me, I think intuitively, that it developed.
I would maybe expect just a lot of animal-like life forms doing animal-like things.
The fact that you can get something that creates culture and knowledge and accumulates it,
it is surprising to me.
Okay, so there's actually a couple of interesting follow-ups.
If you buy the Sun perspective that actually the crux of intelligence is animal intelligence,
what the quote he said is, if you got to this screen,
you'd be most of the way to AGI.
Then we got to squirrel intelligence, I guess,
right after the Cambrian explosion, 600 million years ago.
It seems like what instigated that was the oxygenation event 600 million years ago.
But immediately the sort of like intelligence algorithm was there
to like make the squirrel intelligence, right?
So it's suggestive that animal intelligence was like that.
As soon as you had the oxygen environment, you had the ecuriot,
you could just like get the algorithm.
Maybe there was like sort of an accident that evolution smell it bonded so fast,
but I don't know if that suggests it's actually quite, at the end, going to be quite simple.
Yes, basically it's so hard to tell, right, with any of this stuff.
I guess you can base it a little bit on how long something has a zigset or how long it feels like something else in bottlenecked.
So Nicolane is very good about describing this like very apparent bottleneck in bacteria for two billion years.
Nothing happened.
Like extreme diversity of chemical, of biochemistry and yet nothing that grows to become.
animals, two billion years.
I don't know
that we've seen exactly that kind of an
equivalent with animals and intelligence
to your point, right?
But I guess maybe we could also look at it
with respect to how many times we think
evolution or intelligence has like
individually sprung up.
That's a really good thing to investigate.
Maybe one thought on that is
I almost feel like, well, there's
the hominid intelligence.
And there's, I would say like the bird intelligence, right?
Like ravens, etc. are extremely clever.
Yeah.
But their brain parts are actually quite distinct,
and we don't have that much existence.
So maybe that's a slight event of,
there's a slight indication of maybe intelligence springing up a few times.
And so in that case, you'd maybe expect it more frequently or something like that.
Yeah.
A former guest, Gwern and also Carl Schroen,
have made a really interesting point about that,
which is their perspective is that the scalable algorithm
which humans have and primates have arose in birds as well.
and maybe other times as well.
But humans found a evolutionary niche,
which rewarded marginal increases in intelligence,
and also had a scalable brain algorithm
that could achieve those increases in intelligence.
And so, for example, if a bird had a bigger brain,
it would just like collapse out of the air.
So it's very smart for the size of its brain,
but it's not in a niche which rewards the brain getting bigger.
Yeah.
Maybe similar with some really smart...
Or dolphins, etc.
Exactly, yeah. Whereas humans, you know, like we have hands that like reward being able to learn how to do tool use, being externalized digestion, more energy to the brain. And that kicks off the fly wheel.
Yeah, and just stuff to work with. I mean, I'm guessing it would be harder to, if I was a dolphin. I mean, how do you do, you can't have fire, for example, and stuff like that. I mean, they're probably like the universe of things you can do in water, like inside water is probably lower than what you can do on land. Just chemically.
Right. Yeah, I do agree with this, with this viewpoint of these niches and what's being incentivized.
I still find it's kind of miraculous that I don't, I would have maybe expected things to get stuck on like animals with bigger muscles, you know?
Yeah.
Like going through intelligence is actually a really fascinating breaking point.
The way where it is, the reason it was so hard is, is a very tight line between being in a situation where something is so important to learn that it's not just worth distilling the.
exact right circuits directly back into your DNA versus it's not important enough to learn at all.
Yeah.
It has to be something which is like you have to incentivize building the algorithm to learn in lifetime.
Yeah, exactly.
You have to incentivize some kind of adaptability.
You actually want something that you actually want environments that are unpredictable.
So evolution can't bake your algorithms into your weights.
A lot of animals are basically pre-baked in this sense.
And so humans have to figure it out that test time when they get born.
And so maybe there was, you actually want these kinds of environments that actually change really rapidly or something like that where you can't foresee what will work well.
And so you actually put all that intelligent, you create intelligence to figure it out at this time.
So Quentin Pope had this interesting blog post where we're saying the reasoning doesn't expect a sharp takeoff is so humans had the sharp takeoff where 60,000 years ago we seem to have had the kind of architectures that we have today.
And 10,000 years ago, agriculture revolution.
modernity, dot, dot, dot.
What was happening in that 50,000 years?
Well, you had to build this sort of like cultural scaffold
where you can accumulate knowledge over generations.
This is an ability that exists for free
in the way we do AI training
where if you retrain a model, it can still,
I mean, in many cases they're literally distilled,
but they can be trained on each other,
they can be trained on the same pre-training corpus.
They don't literally have to start from scratch.
So there's a sense in which the thing which,
it took humans a long time to get this cultural loop going,
just comes for free with the way we do LLM training.
Yes and no, because LLMs don't really have the equivalent of culture.
And maybe we're giving them way too much
and incentivizing not to create it or something like that.
But I guess like the mention of culture and of written record
and of like passing down notes between each other,
I don't think there's an equivalent of that with LLM's right now.
So LMs don't really have culture right now.
And it's kind of like one of the, I think, impediments, I would say.
Can you give me some sense of what LLM culture might look like?
So in the simplest case, it would be a giant scratch pad that the LLM can edit.
And as it's reading stuff or as it's helping out with work, it's editing the scratch pad for itself.
Why can't an LLM write a book for the other LLMs?
That would be cool.
Yeah.
Like, why can't other LLMs read this LLM's book and be inspired by it or shocked by it or something like that?
There's no equivalence for any of the stuff.
Interesting.
When would you expect that kind of thing to start happening?
And more general question about like multi-agent systems and a sort of like independent AI, civil
in culture. I think there's two powerful ideas in the realm of multi-agent that have both not been
like really claimed or so on. The first one I would say is culture and LLM's basically a growing
repertoire of knowledge for their own purposes. The second one looks a lot more like the powerful
idea of self-play in my mind is extremely powerful. So evolution actually is a lot of
competition basically driving intelligence and evolution. And in AlphaGo, more algorithmically,
like AlphaGo is playing against itself
and that's how it learns to get really good at Go
and there's no equivalent of self-playing
in LLMs, but I would expect that to also exist
but no one has done it yet.
Why can an LLM, for example, create a bunch of problems
that another LLM is learning to solve
and then the LLM is always trying to like serve
more and more difficult problems,
stuff like that, you know?
So like, I think there's a bunch of ways
to actually organize it
and I think it's a realm of research
but I think I haven't seen anything
that convincingly claims both of those
like multi-agent improvements.
I still think we're mostly in the realm of a single individual agent,
but I also think that will change.
And in the realm of culture, also I would bucket also organizations.
And we haven't seen anything like that commisingly either.
So that's why we're still early.
And can you identify the key bottleneck that's preventing this kind of collaboration between other ones?
Maybe like the way I would put it is somehow remarkably, again,
some of these analogies work and they shouldn't,
but somehow remarkably they do.
A lot of the smaller models,
or the smaller models somehow remarkably resemble
like a kindergarten student
or then like an elementary school student
or high school student, et cetera.
And somehow we still haven't graduated enough
where the stuff can take over.
Like it's still mostly, like my cloth code or codex,
they still kind of feel like this elementary grade student.
I know that they can take PhD quizzes,
but they still cognitively feel like a kindergarten
or an elementary school student.
So I don't think they can create culture
because they're still kids.
You know, like they're savant kids.
They have perfect memory of all this stuff, et cetera,
and they can convincingly create all kinds of slop that looks really good.
But I still think they don't really know what they're doing,
and they don't really have the cognition across all these little checkboxes
that we still have to collect.
Yeah.
So you've talked about how you were at Tesla leading self-driving from 2017 to 2022,
and then you firsthand saw this progress from,
we went from cool demos to now
thousands of cars out there
actually autonomously doing drives.
Why did that take a decade?
What was happening through that time?
Yeah.
So I would say one thing
I would almost instantly also push back on
is this is not even near done.
So in a bunch of ways that I'm going to get to.
I do think that self-driving is very interesting
because it's definitely like where I get
a lot of my intuitions because I spent five years on it.
And it has this entire history
where actually the first demos of self-driving
go all the way to 9080s.
You can see a demo from CMU at 1986.
There's a truck that's driving itself on roads.
But, okay, fast forward.
I think when I was joining Tesla,
I had a very early demo of a Waymo,
and it basically gave me a perfect drive in 2014
or something like that.
So perfect Waymo drive a decade ago.
Took us around Palo Alto and so on
because I had a friend who worked there.
And I thought it was like very close
and then still took a long time.
And I do think that for some kinds of tasks and jobs and so on, there's a very large demo to product gap where the demo is very easy, but the product is very hard.
And it's especially the case in cases like self-driving where the cost of failure is too high, right?
Many industries, tasks, and jobs maybe don't have that property.
But when you do have that property, that definitely increases the timelines.
I do think that, for example, in software engineering, I do actually think that that property does exist.
I think for a lot of vibe coding, it doesn't.
But I think if you're writing actual production great code,
I think that property should exist
because any kind of mistake actually leads to security vulnerability
or something like that.
And millions and hundreds of millions of people's personal social security numbers,
et cetera, get leaked or something like that.
And so I do think that it is a case that in software,
people should be careful.
Kind of like in self-driving.
Like in self-driving, if things go wrong,
you might get injury in, I guess there's worse outcomes.
But I guess in software, I almost feel like,
It's almost unbounded how terrible some things could be.
So I do think that they share that property.
And then I think basically what takes the long amount of time
and the way to think about it is that it's a march of nines
and every single nine is a constant amount of work.
So every single nine is the same amount of work.
So when you get a demo and something works 90% of the time,
that's just the first nine.
And then you need the second nine and third nine, four, nine and ninth of nine.
And while I was at Tesla for, was it five years or so,
I think we went through maybe three nines or two nines.
I don't know what it is, but like multiple nines of iteration,
there's still more nines to go.
And so that's why these things take so long.
And so it's definitely formative for me,
like seeing something that was a demo.
I'm very unimpressed by demos.
So whenever I see demos of anything,
I'm extremely unimpressed by that.
It works better if you can,
if it's a demo that someone cooked up and is just showing you its worst.
If you can interact with it, it's a bit better.
But even then you're not done.
You need actual product.
It's going to face all these challenges.
in when it comes in contact with reality and all these different pockets of behavior that need patching.
And so I think we're going to see all this stuff play out. It's a march of nines. Each nine is
constant. Demos are encouraging. Still a huge amount of work to do. I do think it is a kind of a critical
safety domain unless you're doing bi-coding, which is all nice and fun and so on. And so that's why I think
this also enforced my timelines from that perspective. That's very interesting to hear you say that
the sort of safety guarantees you need from software are actually not dissimilar to self-driving
because what people will often say is that self-driving took so long because the cost of failure
is so high.
Like a human makes a mistake on the average every 400,000 miles or every seven years.
And if you had to release a coding agent that couldn't make a mistake for at least seven years,
it would be much harder to deploy.
But I guess your point is that if you made a catastrophic coding mistake, like breaking some
important system every seven years.
to do. And in fact, in terms of sort of
wall clock time, it would be much less than seven years
because you were like constantly outputting code
like that, right? So it's like per tokens
or in terms of tokens, it would be seven years, but in terms of
wall clock time, it would be pretty close. It's a much harder problem.
I mean, self-driving is just one of thousands of things that people do.
It's almost like a single vertical, I suppose.
Whereas when we're talking about general software engineering, it's even more,
there's more surface area. There's another
objection people make to that analogy,
which is that with self-driving,
What took a big fraction of that time
was solving the problem of
having basic perception
that's robust and building representations
and having a model that has some common sense
so it can generalize to when I see something
that's slightly out of distribution
if somebody's waving down the road this way
you don't need to train for it
the thing will have some understanding
of how to respond to something like that
and these are things we're getting for free
with LLMs or VLMs today
so we don't have to solve these very
basic representation problems.
And so now deploying AIs across different domains will sort of be like deploying a
self-driving car with current models to a different city, which is hard, but not like a 10-year-long
task.
Yeah, basically, I'm not 100% sure if I fully agree with that.
I don't know how much we're getting for free.
And I still think there's like a lot of gaps in understanding in what we are getting.
I mean, we're differently getting more generalizable intelligence in a single entity,
whereas self-trapping is a very special purpose task that requires, in some sense,
building a special purpose task is maybe even harder in a certain sense
because it doesn't fall out for a more general thing that you're doing at scale
if that makes sense.
So, but I still think that the analogy doesn't,
I still don't know if it fully resonates because, like, the al-ams are still pretty fallible
and I still think that they have a lot of gaps and that it still needs to be filled in.
And I don't think that we're getting like magical generalization completely out of the box
sort of in a certain sense.
And the other aspect that I wanted to also actually return to it when I was in the beginning
was self-driving cars are nowhere and they're done still.
So even though, so the diplomas still are pretty minimal, right?
So even Waymo and so on has very few cars.
And they're doing that, roughly speaking, because they're not economical, right?
Because they've built something that lives in the future.
And so they had to pull back future, but they had to make it uneconomical.
So they have all these, like, you know, there's all these costs, not just marginal costs
for those cars and their operation and maintenance, but also the CAPEX of the entire thing.
So making the economical is still going to be a slog, I think, for them.
And then also I think when you look at these cars and there's no one driving,
I also think it's a little bit deceiving because there are actually very elaborate
teleoperation centers of people actually kind of like in a loop with these cars.
And I don't have the full extent of it, but I think there's more human in a loop that you might expect
and there's people somewhere out there basically beaming in from the sky.
And I don't actually know they're fully in the loop with the driving.
I think some of the times they are,
but they're certainly involved
and there are people.
And in some sense,
we haven't actually removed the person.
We've, like, moved them
to somewhere we can't see them.
I still think there will be some work,
as you mentioned,
going from environment to environment.
And so I think, like,
there's still challenges
to make self-driving real.
But I do agree that
it's definitely across the threshold
where it kind of feels real,
unless it's, like,
really tall-operated.
For example,
Waymo can't go to all the different
parts of the city.
My suspicion is it's like parts of city
where you don't get good signal.
Anyway, so basically,
I don't actually know anything about the stack.
I mean, I'm just making up, making up stuff.
I truly let self driving for five years of Tesla.
Sorry, I don't know anything about the specifics of Waymore.
I feel like to talk about them.
I actually, by the way, a lot for Waymo, and I take it all the time.
Yeah.
So I don't want to say, like, sure.
I just think that people, again, are sometimes a little bit too naive about some of the progress,
and I still think there's a huge mind of work.
And I think Tesla took, in my mind, a lot more scalable approach.
Yeah.
And I think the team is doing extremely well and it's going to,
and I'm kind of like on the record for predicting how this thing will go.
which is like when we had like early start
because you can package up so many sensors.
But I do think Tesla is taking the more scalable strategy
and it's going to look a lot more like that.
So I think this will have to still play out and hasn't.
But basically like, I don't want to talk about self-driving
as something that took a decade
because it didn't take it didn't take yet.
If that makes sense.
Because one, the start is at 1980, not 10 years ago
and then two, the end is not here yet.
Yeah, the end is not near yet.
Because when we're talking about self-driving,
usually in my mind, it's self-driving at scale.
Yeah.
People don't have to get a driver's license, etc.
I'm curious to bounce two other ways in which the analogy might be different.
And the reason I'm especially curious about this is because I think the question of how fast AI is deployed, how valuable it is when it's early on is potentially the most important question in the world right now, right?
Like if you're trying to model what the year or 20 or 30 looks like, this is the question you want to have some understanding of.
So another thing you might think is, one, you have this latency requirement.
with self-driving
where you have
I have no idea
what the actual models
are but I assume
like tens of millions
of parameters or something
which is not
the necessary constraint
for knowledge work
with LLMs
or maybe it might be
with the computer use
and stuff
but anyways
the other big one
is maybe more importantly
on this
KAPX question
yes there is
additional cost
to serving up
an additional copy
of a model
but the
sort of op-x
of a session
is quite low
and you can amortize the cost of AI
into the training run itself,
depending on how inference scaling goes and stuff.
But it's certainly not as much as,
like, building a whole new car
to serve another instance of a model.
So it just,
the economics of deploying more widely
are much more favorable.
I think that's right.
I think if you're sticking in a realm of bits,
bits are like a million times easier
than anything that touches the physical world.
I definitely grant that.
bits are completely changeable, arbitrarily reshuffledable at a very rapid speed.
So you would expect a lot more faster adaptation also in the industry and so on.
And then what was the first one?
The latency requirements.
Oh, the latency requirement.
And the limitations for model size.
I think that's roughly right.
I mean, I also think that if we are talking about knowledge work at scale, there will be some
latency requirements, practically speaking, because we're going to have to create a huge amount
of compute and serve that.
And then I think like the last aspect that I very briefly want to also talk about is like all the all the rest of it.
Just all the rest of it.
So what the society think about it.
What is the legal?
How is it working legally?
How is it working insurance-wise?
Who's really like what is the where are those layers of it and aspects of it?
What happens with what is the equivalent of people putting a cone on a Waymo?
Yeah.
You know, there's going to be equivalence of all that.
And so I do think that I almost feel like self-traving is a very nice.
analogy that you can borrow things from.
Yeah, what is the equivalent of a cone on the car?
What is the equivalent of a teleoperating worker who's like hidden away?
And almost like all the aspects of it.
Yeah.
Do you have any opinions on whether this implies that the current AI build out,
which would like 10x the amount of an available computer in the world in a year or two
and maybe like 100, more than 100 X at by the end of the decade?
If the use of AI will be lower than some people in IATLY predict,
Does that mean that we're overbuilding compute, or is that a separate question?
Kind of like what happened with railroads and all this kind of stuff.
With what, sorry?
Was it railroads?
Sorry.
Yeah, that's right.
There is like historical precedent or was it with telecommunication industry, right?
Like prepaving the internet that only came like a decade later, you know, and creating
like a whole bubble in the telecommunications industry in the late 90s kind of thing.
Yeah.
So I don't know.
I mean, I understand I'm sounding very pessimistic here.
I'm only doing that.
I'm actually optimistic.
I think this will work.
I think it's tractable.
I'm only sounding pessimistic
because when I go on my Twitter timeline,
I see all this stuff.
That makes no sense to me.
And I think there's a lot of reasons for why that exists.
And I think a lot of it is, I think, honestly,
just fundraising.
It's just incentive structures.
A lot of it may be fundraising.
A lot of it is just attention,
you know, converting attention to money on the internet,
you know, stuff like that.
So I think there's a lot of people.
that going on, and I think I'm only reacting to that, but I'm still like overall very bullish on
technology. I think we're going to work through all this stuff, and I think there's been a
rapid amount of progress. I don't actually know that there's overbuilding. I think that there's
going to be, we're going to be able to gobble up what, in my understanding, is being built,
because I do think that, for example, cloud code or opening eye codex and stuff like that,
they didn't even exist a year ago, right? Is that right? I think it's roughly right. This is a
miraculous technology that didn't exist. I think there's going to be a huge amount of demand as
there as we see the demand in CHAPT already and so on. So yeah, I don't actually know that there's
overbuilding. But I guess I'm just reacting to like some of the very fast timelines that people continue
to say incorrectly. And I've heard many, many times over the course of my 15 years in AI where
very reputable people keep getting this wrong all the time. And I think I want us to be properly
calibrated. And I think some of this also, it does have like geopolitical ramifications and things
like that when, like, some of these questions, and I think I don't want people to make mistakes
on that, on that sphere of things. So I do want us to be grounded in reality of what technology is
and isn't, so. Let's talk about education in Eureka and stuff. One thing you could do is
start another AI lab and then try to solve those problems. Yeah, you're curious what you're up to
now. Yeah. And then, yeah, why not AI research itself? I guess maybe like the way I would put it
is I feel some amount of like determinism around the things that AI labs are doing.
And I feel like I could help out there, but I don't know that I would like uniquely,
I don't know that I would like uniquely improve it.
But I think like my personal big fear is that a lot of the stuff happens on the side of
humanity and that humanity gets disempowered by it.
And I kind of like, I care not just about all the Dyson spheres that we're going to build
and that AI is going to build in a fully autonomous way.
I care about what happens to humans.
And I want humans to be well off in this future.
And I feel like that's where I can a lot more uniquely add value
than like an incremental improvement in the frontier lab.
And so I guess I'm most afraid of something maybe like depicted in movies like Wally
or idiocracy or something like that
where humanity is sort of on the side of this stuff.
And I want humans to be much, much better in this future.
And so I guess to me, this is kind of like through education
that you can actually achieve this.
And so what are you working on there?
Oh, yeah.
So Eureka is trying to build, I think maybe the easiest way I can describe it is we're trying to build the Starfleet Academy.
I don't know if you watch Star Trek.
I haven't, but, yeah.
Okay, Starfleet Academy is this like elite institution for frontier technology, building spaceships and graduating cadets to be like, you know, the pilots of these spaces, no whatnot.
So I just imagine like an elite institution for technical knowledge and basically a kind of school that's very up-to-date and very up-to-date and very, very, very.
like a premier institution.
A category of questions I have for you is just explaining how one teaches technical
or scientific content well, because you are one of the world masters at it.
And then I'm curious both about how you think about it for content you've already put out there
on YouTube, but also to the extent it's any different, how you think about it for Eureka.
Yeah, yeah.
Well, with respect to Eureka, I think one thing that is very fascinating to me about education
is, like, I do think educational pretty fundamentally change with AIs on the side.
And I think it has to be rewired and changed to some extent.
I still think that we're pretty early.
I think there's going to be a lot of people who are going to try to do the obvious things,
which is like, oh, have an LLM and ask it questions and do all the basic things that you would do via prompting right now.
I think it's helpful, but it still feels to me a bit slop, like slop.
I'd like to do it properly, and I think the capability is not there for what I would want.
What I'd want is like an actual tutor experience.
maybe a prominent example in my mind is
I was recently learning Korean
and language learning
and I went through a phase where I was learning Korean by myself
on the internet
I went through a phase where I was actually part of a small class
in Korea
taking a Korean with a bunch of other people
which was really funny but we had a teacher and like 10 people
or so taking Korean and then I switched to
a one-to-one tutor and
I guess what was fascinating to me is I think I had a really good tutor
but I mean
just thinking through
like what this tutor was doing for me
and how incredible that experience was
and how high the bar is
for like what I actually want to build eventually
because I mean she was extremely
so she instantly from a very short conversation
understood like where I am as a student
what I know and don't know
and she was able to like probe exactly
like the kinds of questions or things
to understand my world model
no LLM will do that for you
100% right now not even close right
but a tutor will do that if they're good
once she understands
she actually like really served me
all the things that I needed at my current sliver of capability.
I need to be always appropriately challenged.
I can't be faced with something too hard or too trivial.
And a tutor is really good at serving you just the right stuff.
And so basically, I felt like I was the only constraint to learning, like my own.
I was the only constraint.
I was always given the perfect information.
I'm the only constraint.
And I felt good because I'm the only impediment that exists.
It's not that I can't find knowledge or that it's not properly explained or et cetera.
Like it's just my ability to memorize and so on.
And this is what I want for people.
How do you automate that?
So a very good question about the current capability you don't.
But I do think that with, and that's why I think it's not actually the right time to actually build this kind of an AI tutor.
I still think it's a useful product and lots of people will build it.
But I still feel like the bar is so high and the capability is not there.
But I mean, even today I would say Chachapitin is an extremely valuable educational product.
But I think for me it was so fascinating to see how high the bar is.
And when I was with her, I almost felt like,
there's no way I can build this.
But you are building it, right?
Anyone who's had a really good tutor is like,
how are you going to build this?
So I guess I'm waiting for that capability.
I do think that in a lot of ways in the industry,
for example, I did some AI consulting for computer vision.
A lot of my times, the value that I brought to the company
was telling them not to use AI.
It wasn't like I was the AI expert,
and they described a problem and I said,
don't use AI.
This was my value head.
And I feel like it's in the same,
in education right now, where I kind of feel like, for what I have in mind, it's not yet the time,
but the time will come. But for now, I'm building something that looks maybe a bit more conventional,
that has a physical and digital component and so on. But I think there's obvious,
it's obvious how this should look like in the future.
Do you think you're willing to say it? What is the thing you hope will be released this year or next year?
Well, so I'm building the first course, and I want to have a really, really good course.
state-of-the-art,
obvious state-of-the-art destination you go to learn AI in this case,
because that's just what I'm familiar with,
so I think it's a really good first product to get to be really good.
And so that's what I'm building,
and Nanachad, which you briefly mentioned,
is a capstone project of LLM 101N,
which is a class that I'm building.
So that's a really big piece of it,
but now I have to build out a lot of the intermediates,
and then I have to actually, like,
hire a small team of, you know, TAs and so on,
and actually, like, built the entire course.
And maybe one more thing that I would say is, like,
many times when people think about,
education, they think about sort of like the more, what I would say is like kind of a softer
component of like diffusing knowledge or like, but I actually have something very hard and
technical in mind.
And so in my mind, education is kind of like the very difficult technical like process of
building ramps to knowledge.
So in my mind, nanocat is a ramp to knowledge because it's a very simple, it's like the super
simplified full stack thing.
If you give this artifact to someone and they like look through it, they're learning a ton
of stuff.
Yeah.
And so it's giving you a lot of what I.
call urecas per second, which is like understanding per second. That's what I want. Lots of
Eurekas per second. And so to me, this is a technical problem of how do we build these ramps
to knowledge. And so I always think of Eureka as almost like a, it's not like maybe that different
maybe through some of the frontier labs or some of the work that's going to be going on, because
I want to figure out how to build these frontier ramps very efficiently so that people are never
stuck. And everything is always not too hard or not too trivial. And you have just
right material to actually progress.
Yeah, so you're imagining the short term that instead of a tutor being able to
probe your understanding, if you have enough self-awareness to be able to probe yourself,
you're never going to be stuck.
You can find the right answer between talking to the TAA or talking to another one and looking
at the reference implementation.
It sounds like automation or AI is actually not a significant even, like, so far, it's actually
the big alpha here is your ability to explain AI.
codified in the source material of the class, right?
That's fundamentally what the course is.
I mean, I think you always have to be calibrated
to what the capability exists in the industry.
And I think a lot of people are going to pursue,
like, oh, just ask Chachapiti, etc.
But I think, like, right now, for example,
if you go to Chachapitin, you say, oh, teach me AI.
There's no way.
I mean, it's going to give you some slop, right?
Right. Like, when I...
AI is never going to write nanochat right now.
But Nanot chat is a really useful, I think,
intermediate point.
So I still...
I'm collaborating with AI
to create all this material.
So AI is still fundamentally very helpful.
Earlier on, I built a CS-231N at Stanford,
which was one of the earlier...
Actually, sorry, I think it was the first deep learning class
at Stanford, which became very popular.
And the difference in building out 231N
and LN 101N now is a quest dark,
because I feel really empowered by the LMs
as they exist right now, but I'm very much in the loop.
So they're helping me build little materials.
I go much faster.
They're doing a lot of the boring stuff, et cetera.
So I feel like I'm developing the course,
faster and those LLM infused in it, but it's not yet at a place where I can creatively create the
content. I'm still there to do that. So like, I think the trickiness is always calibrating yourself
to what exists. And so when you imagine what is available through Eureka in a couple of years,
it seems like the big bottleneck is going to be finding Carpathies in field after field who can
convert their understanding into these ramps, right? So I think it would change over time. So I think
right now it would be hiring faculty to help work.
hand in hand with AI and a team of people probably to build a state-of-the-art courses.
Yeah. And then I think over time it can, maybe some of the TAs can actually become AIs,
because some of the TAs like, okay, you just take all the course materials,
and then I think you could serve a very good like, an automated T.A.
Yeah. For the student when they have more basic questions or something like that, right?
But I think you'll need faculty for the overall architecture of a course and making sure that it fits.
And so I kind of see a progression of how this will evolve. And maybe at some future point, you know, I'm not
even that useful in AI is doing most of the design much better than I could. But I still think
that that's going to take some time to play out. But are you imagining that like people who have
expertise in other fields are then contributing courses? Or do you feel like it's actually
quite essential to the vision that you, given your understanding of how you want to teach, are the
one designing the content? Like, I don't know, Sal Khan is like narrating all the videos of Khan Academy.
Are you imagining something like that? Or no, I will hire faculty, I think, because there are domains in
which I'm not an expert.
And I think that's the only way to offer the state-of-the-art experience for the student, ultimately.
So, yeah, I do expect that I would hire faculty, but I will probably stick around in AI for some time.
But I do have something, I think, more conventional in mind for the current capability, I think, than what people would probably anticipate.
And when I'm building Starfleth Academy, I do probably imagine a physical institution and maybe a tier below that, a digital offering that is not the state-of-the-art experience.
you would get when someone comes in physically full-time,
and we work through material from start to end
and make sure you understand it.
That's the physical offering.
The digital offering is, yeah,
a bunch of stuff on the internet,
maybe some L-L-L-M assistant,
and it's a bit more gimmicky in a tier below,
but at least it's accessible to, like, 8 billion people.
Yeah, I think you're basically inventing college
from first principles for the tools that are available today,
and then just like for,
just like selecting for people who have the motivation
and the interest of actually really engaging with material.
Yeah, and I think there's going to have to be a lot of not just education, but also re-education,
and I would love to help out there because I think the jobs will probably change quite a bit.
And so, for example, today a lot of people are trying to upskill in AI specifically.
So I think it's a really good course to teach in this respect.
And, yeah, I think the motivation-wise, before AGI,
motivation is very simple to solve because people want to make money,
and this is how you make money in the industry today.
I think post-AGI is a lot more interesting, possibly, because, yeah, if everything is automated and there's nothing to do for anyone, why would anyone go to a school, etc.?
So I think, I guess, like, I often say that pre-AGI education is useful. Post-AGI education is fun.
And in a similar way, as people, for example, people go to gym today.
But we don't need their physical strength to manipulate heavy objects because we have machines to do that.
They still go to gym. Why do they go to gym?
Well, because it's fun, it's healthy, it's, and it's, and you look hot when you have a six-pack, I don't know.
I guess like, so it's, I guess what I'm saying is it's attractive for people to do that in a certain like very deep psychological, evolutionary sense for humanity.
Yeah.
And so I kind of think that education will kind of play out in the same way, like you'll go to school, like you go to gym.
And you'll, and I think that right now, I think not that many people learn because learning is hard.
You bounce from material because, and some people overcome that.
barrier, but for most people, it's hard. But I do think that we should, it's a technical
problem to solve. It's a technical problem to do what my tutor did for me when I was learning
Korean. I think it's tractable and buildable and so much to build it. And I think it's going to
make learning anything like trivial and desirable and people will do it for fun. Because it's
trivial. If I had a tutor like that for any arbitrary piece of like knowledge, I think it's
going to be so much easier to learn anything. And people will do it. And they'll do it for the same
reasons they go to gym. I mean, that sounds different from using,
Using this, supposed to AI, you're using this to basically as entertainment or as like self-betterment.
But it sounded like you had a vision also that this education is relevant to keeping humanity in control of AI.
I see.
And they sound different.
And I'm curious, is it like it's entertaining for some people, but then empowerment for some others?
How do you think about that?
I think this, so I do definitely feel like people will be, I do think like eventually it's a bit of a losing game.
If that makes sense.
I do think that it is in long term.
Yeah.
Long term, which I think is longer than I think maybe most people in the history, it's a losing game.
I do think that people can go so far and that we barely scratch the surface of much a person can go.
And that's just because people are bouncing off of material that's too easy or too hard.
And I actually kind of feel that people will be able to go much further.
Like anyone speaks five languages, because why not?
Because it's so trivial.
Anyone knows, you know, all the basic curriculum of undergrad, etc.
Now that I'm understanding the vision,
And that's very interesting.
Like, I think it actually has a perfect analog in gym culture.
I don't think 100 years ago anybody would be, like, ripped.
Like, nobody would have, you know, be able to, like,
just spontaneously bench two plays or three plays or something.
And it's actually very common now.
And you're, because this idea of systematically training
and lifting weights in the gym
or systematically training to be able to run a marathon,
which is a capability spontaneously you would not have,
or most humans would not have.
And you're imagining similar things for,
learning across many different domains,
much more intensely, deeply, faster.
Yeah, exactly.
And I kind of feel like I am betting
a little bit implicitly
on some of the timelessness of human nature.
And I think it will be desirable
to do all these things.
And I think people will look up to it
as they have for millennia.
And I think this will continue to be true.
And actually, also, maybe there's some evidence
of that historically.
Because if you look at, for example,
aristocrats, or you look at maybe
ancient Greece or something like that. Whenever you had little pocket environments that were
opposed to AGI in a certain sense, I do feel like people have spent a lot of their time
flourishing in a certain way, either physically or cognitively. And so I think I feel okay about
the prospects of that. And I think if this is false and I'm wrong and we end up in like,
you know, Wally or Idiocracy future, then I think it's very, I don't even care if there's like
Dyson spheres. This is terrible outcome. Yeah. Like I actually really do care about humanity.
Like, everyone has to just be superhuman in a certain sense.
I guess it's still a world in which that is not enabling us to,
it's like the culture world, right?
Like, you're not fundamentally going to be able to, like,
transform the trajectory of technology or influence decisions
by your own labor or cognition alone.
Maybe you can influence decisions because the AI is for approval,
but you're not like, it's not because I've, like,
I can, because I've invented something or I've like come up with a new design, I'm like really
influencing the future.
Yeah, maybe.
I don't actually think that, I think there will be a transitionary period where we are going
to be in the loop and, you know, advance things if we actually understand a lot of stuff.
I do think that long term, that probably goes away, right?
But maybe it's going to even become a sport.
Like right now you have power lifters who go extreme on this direction.
So what is powerlifting in a cognitive era?
Yeah.
Maybe it's people who are really trying to make Olympics out of knowing stuff.
Yeah.
Like, and if you have a perfect AI tutor, maybe you can get extremely far.
Yeah.
I almost feel like we're just barely, the geniuses of today are barely discussion on the surface of what a human mind can do, I think.
Yeah.
I love this vision.
I also, it's like, I feel like the person who have, like, most product market fit with is, like, me, because, like, my job involves having to learn different subjects every week.
and I am like very excited if you can...
I'm similar for that matter.
I mean, a lot of people, for example, hate school and when I get out of it.
I was actually, I really liked school.
I love learning things, et cetera.
I wanted to stay in school.
I stayed all the way until PhD, and then they wouldn't let me stay longer.
So I went to the industry.
But I mean, basically, it's roughly speaking, I love learning, even for the sake of learning,
but I also love learning because it's a form of empowerment and being useful and productive.
I think you also made a point that we started also.
just to spell it out.
I think what's happened so far
with online courses
is that why haven't they already
enabled us to
enable every single human
to know everything?
And I think they're just
so motivation-laden
because there's not obvious
on-ramps
and it's like so easy to get stuck.
And if you had
instead
this thing,
basically like a really good
human tutor,
it would just be
such an unlocked
from a motivation's perspective.
I think so.
Yeah.
Because it feels bad.
to bounce from material. It feels bad. You get a negative reward from a sinking amount of time
in something and this doesn't pan out or like being completely bored because of what you're
getting us too easy or too hard. So I think, yeah, I think when you actually do it properly,
learning feels good. And I think it's a technical problem to get there. And I think for a while
it's going to be AI plus human collab. And at some point maybe it's just AI. Can I ask some questions
about teaching well? If you had to like sort of like give advice to another educator in another
feel that you're curious about to make the kinds of YouTube tutorials you've made.
Maybe it might be especially interesting to talk about domains where you can't just like,
you can't test somebody's technical understanding by having them code something up or something.
What advice would you give them?
So I think that's a pretty broad topic.
I do feel like there's basically, I almost feel like there are 10, 20 tips and tricks that
I kind of semi-consciously probably do.
But I guess like on a high level, I always try to, I think a lot of this comes from
physics background. I really, really did enjoy my physics background. I have a whole rant when I think
how everyone should learn physics in early school education, because I think early school education
is not about criminaling knowledge or memory for tasks later in the industry. It's about booting up a brain.
And I think physics uniquely boots up the brain the best because some of the things that
they get you to do in your brain during physics is extremely valuable later. The idea of building
models and abstractions and understanding that there are, there's a first order of approximation
that describes most of the system,
but then there's a second order,
third order, first order terms
that may or may not be present.
And the idea that you're observing
like a very noisy system,
but actually there's like these fundamental frequencies
that you can abstract away.
Like when a physicist walks into the class
and they say,
assume there's a spherical cow
and dot-da-dot.
And everyone laughs at that,
but actually it's brilliant.
It's brilliant thinking
that's very generalizable across the industry
because, yeah,
cow can be approximated as a sphere,
I guess, in a bunch of ways.
There's a really good book,
for example, scale.
it's basically from a physicist talking about biology
and maybe this is also a book I recommend reading
but you can actually get a lot of really interesting approximations
and chart scaling loss of animals
and you look at their heartbeats and things like that
and they actually line up and with the size of the animal
and things like that.
You can talk about an animal as volume
and you can actually derive a lot of,
you can talk about the heat dissipation of that
because your heat dissipation grows as the surface area
which is growing as square,
but your heat creation or generation
is growing as a cube.
And so I just feel like physicists have all the right cognitive tools
to approach problem solving in the world.
So I think because of that training,
I always tried to find the first order terms
or the second order terms of everything.
When I'm observing a system or thing,
I have a tangle of a web of ideas or knowledge in my mind.
And I'm trying to find what is the thing that actually matters?
What is the first order component?
How can I simplify it?
How can I have a simple thing that actually shows that thing, right?
It shows an action.
And then I can tackle on the other terms.
Yeah.
maybe an example from one of my repos that I think illustrates it well is called micrograd.
I don't know if you're familiar with this, but...
So micrograd is 100 lines of code that shows back propagation.
It can...
You can create neural networks out of simple operations like plus and times, etc.,
Lego blocks of neural networks.
And you build up a computational graph, and you do a forward pass and a backward pass
to get the gradients.
Now, this is at the heart of all neural network learning.
So micrograd is at 100 lines of pre-interpretable Python code,
and it can do forward and backward with arbitrary neural networks.
but not efficiently.
So micrograd, these 100 lines of Python
are everything you need to understand
how neural networks train.
Everything else is just efficiency.
Yeah.
Everything else is efficiency.
And there's a huge amount of work to do efficiency.
You know, you need your tensors,
you lay them out and you stride them.
You make sure your kernels orchestrating memory movement
correctly, et cetera.
It's all just efficiency, roughly speaking.
Yeah.
But the core intellectual sort of piece
of neural network training is micrograd.
So hundred lines can easily understand it.
You're chaining.
It's a recursive application of chain rule
to derive a gradient,
which allows you to optimize
any arbitrary differential function.
So, it's a, I love finding these, like, you know, the smaller terms and serving them on a platter and discovering them.
And I feel like education is like the most intellectual interesting thing because you have a tangle of understanding and you're trying to lay it out in a way that creates a ramp where everything only depends on the thing before it.
And I find that this like, you know, untangling of knowledge is just so intellectually interesting as a cognitive task.
Yeah.
And so I love doing it personally.
But I just find I have fascination with.
with trying to lay things out in a certain way.
Maybe that helps me.
It also just makes a learning experience so much more motivated.
Your tutorial on the Transformer begins with biograms.
Literally like a lookup table from here's the word right now.
Or here's the previous word.
Here's the next word.
And it's literally just a lookup table.
Yes, the essence of it, yeah.
I mean, it's such a brilliant way.
Like, okay, start with a lookup table and then go to a transformer
and then each piece is motivated.
Why would you add that?
Why would you add the next thing?
You couldn't memorize this sort of attention formula,
but just like having an understanding of why
every single piece is relevant, what a problem solves.
Yeah, yeah.
Yeah, you're presenting the pain before you present the solution
and how clever is that.
And you want to take the student through that progression.
So there's a lot of other small things like that
that I think make it nice and engaging and interesting.
And, you know, always prompting the student.
There's a lot of small things like that I think are important
and a lot of good educators will do.
Like, how would you solve this?
Like, I'm not going to present a solution
before you're going to guess.
that would be wasteful.
That would be, that's a little bit of a,
I don't want to swear,
but like it's a, it's a dick move towards you
to present you with the solution
before I give you a shot to try to,
right, to come up with it yourself.
Yeah, yeah.
And because if you try to come up with yourself,
I guess you get a better understanding of like,
what is the action space?
Yeah.
And then what is the sort of like objective?
Then like, why does only this action fulfill that objective, right?
Yeah.
Well, you have a chance to like try yourself
and you have an appreciation.
when I give you the solution.
And it maximizes the amount of knowledge per new fact added.
That's right, yeah.
Why do you think by default, people who are genuine experts in their field are often bad at explaining it to somebody ramping up?
Well, it's the curse of knowledge and expertise.
This is a real phenomenon, and I actually suffered from it myself as much as I try to not suffer from it.
But you take certain things for granted, and you can't put yourself in the shoes of people who are just starting out.
and this is pervasive and happens to me as well.
One thing that I actually think is extremely helpful, as an example,
someone was trying to show me a paper in biology recently.
And I just had instantly so many terrible questions.
So what I did was I used chatypte to ask the questions with the paper in context window.
And then it worked through some of the simple things.
And then I actually shared the thread to the person who shared it,
who actually wrote that paper or worked on that work.
And I almost feel like it was like if they can see the dumb questions I had,
it might help them explain better in the future or something like that.
Because, so for example, for my material, I would love if people shared their dumb
conversations with ChachyPT about the stuff that I've created because it really helps me put
myself again in the shoes of someone who's starting out.
Another trick like that that I just works astoundingly well.
If somebody writes a paper or a blog post or an announcement, it is in 100% of cases true
that just the narration or the transcription
of how they would explain it to you over lunch
is way more not only understandable
but actually also more accurate and scientific
in the sense that people have a bias
to explain things in the most abstract,
jargon-filled way possible,
and to clear their throat for four paragraphs
before they explain the central idea.
But there's something about communicating
one-on-one with a person
which compels you to just say the thing.
Just say the thing.
Yeah.
Actually, I saw that tweet.
I thought it was really good.
I shared it with a bunch of people, actually.
I think it was really good.
And I noticed this many, many times.
Maybe the most prominent example is,
I remember back in my PhD days doing research, etc.
You read someone's paper, right?
And you work to understand what it's doing, et cetera.
And then you catch them, you're having beers at the conference later.
And you ask them, so, like, this paper, like,
so what were you doing?
Like, what is the paper about?
And they will just tell you these, like, three cents.
that like perfectly captured the essence of that paper and totally give you the idea,
and you didn't have to read the paper yet.
And like it's only when you're sitting at the table with a beer or something like that
and like, oh, yeah, the paper is just, oh, you take this idea, you take that idea,
and try this experiment and you try this thing.
And they have a way of just putting it conversationally.
Right.
And just like perfectly, like, why isn't that the abstract?
Exactly.
This is coming from the perspective of how somebody who's trying to explain an idea should formulate it better.
What is your advice?
As a student to other students, where if you don't have a Carpathie who is doing the exposition of an idea,
if you're reading a paper from somebody or reading a book, what strategies do you employ to learn material you're interested in in feels you're not an expert in?
I don't actually know that I have unique tips and tricks, to be honest.
Basically, it's kind of a painful process.
But, you know, like redraft one.
I think one thing that has always helped me quite a bit is
I had a small tweet about this actually
so learning things on demand is pretty nice, learning depth-wise.
I do feel like you need a bit of alternation of learning depth-wise on-demand.
You're trying to achieve a certain project that you're going to get a reward from
and learning breath-wise, which is just, oh, let's do whatever one-on-one,
and here's all the things you might need, which is a lot of school does a lot of breath-wise learning.
Like, oh, trust me, you'll need this later, you know, that kind of stuff.
Like, okay, I trust you, I'll learn it because I guess I need it.
But I love the kind of learning where you'll actually get a reward out of doing something and you're learning on demand.
The other thing that I've found is extremely helpful is maybe this is an aspect where education is a bit more selfless because explaining things to people is a beautiful way to learn something more deeply.
This happens to me all the time.
I think it probably happens to other people too because I realize if I don't really understand something, I can't explain it.
And I'm trying and I'm like, actually, actually I don't understand this.
and it's so annoying to come to terms with that.
And then you can go back and make sure you understood it.
And so it fills these gaps of your understanding.
It forces you to come to terms with them and to reconcile them.
I love to re-explain and things like that.
And I think people should be doing that more as well.
I think that forces you to manipulate the knowledge
and make sure that you know what you're talking about when you're explaining it.
Oh, yeah.
I think that's an excellent note to close on.
Yeah.
Andre, that was great.
Yeah, thank you.
Thanks.
Good time.
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