"How, exactly, could AI take over by 2027?" Introducing AI 2027: a deeply-researched scenario forecast I wrote alongside @slatestarcodex, @eli_lifland, and @thlarsen

Apr 3, 2025 · 4:04 PM UTC

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The scenario: ai-2027.com PDF version: ai-2027.com/scenario.pdf Looking forward to engaging with comments!
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The @slatestarcodex & @DKokotajlo episode. Scott and Daniel break down every month from now until the 2027 intelligence explosion. Misaligned hive minds, Xi and Trump waking up, automated Ilyas accelerating AI progress. I went in quite skeptical. But I learned a tremendous amount by bouncing different objections against them. Links below. Enjoy! Timestamps: 00:00:00 - AI 2027 00:07:45 - Forecasting 2025 and 2026 00:15:30 - Why LLMs aren't making discoveries 00:25:22 - Debating intelligence explosion 00:50:34 - Can superintelligence actually transform science? 01:17:43 - Cultural evolution vs superintelligence 01:24:54 - Mid-2027 branch point 01:33:19 - Race with China 01:45:36 - Nationalization vs private anarchy 02:04:11 - Misalignment 02:15:41 - UBI, AI advisors, & human future 02:23:49 - Factory farming for digital minds 02:27:41 - Daniel leaving OpenAI 02:36:04 - Scott's blogging advice
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Congratulations on launch day! This is incredibly important work.
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very well written and an interesting read. your forecast of how the stock market would react to some of these potential outcomes is pretty poor though.
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Perhaps it is; wanna elaborate? How do you think the stock market would react?
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congratulations on the release Daniel!
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I'd like to know the rough reasoning behind the prediction that mind uploading technology will be developed by the end of 2028. Will the necessary data and test subjects be gathered in such a short time?
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By that point in the story, the economy has been transformed by an army of superintelligences. They have built and invented many things along the way, using fancy new laboratories and factories and yes, lots of test subjects.
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would be curious to hear you debate with researchers from @EpochAIResearch who seem to expect AI-automated AI R&D to be far less consequential. What are your key disagreements? xitter.twitterapi.xyz/EpochAIResearch/status…
Even within our own research team, timelines for transformative AI differ substantially. In this episode, the two Epoch AI researchers with the longest and the shortest timelines for transformative AI candidly examine the roots of their disagreements. They discuss: How and why their timelines for specific milestones differ Current technical challenges for AI progress Why widespread automation beats geniuses in datacenters Pitfalls of conventional AI prediction approaches Critiquing "single AGI" or "utopia vs. doom" narratives How a world with AGI might look like And much, much more. (0:00:00) - Preview (0:01:08) - Contrasting AGI Timelines (0:08:30) - Updating Beliefs as Capabilities Advance (0:17:07) - Moravec’s Paradox and the Agency Challenge (0:32:40) - Missing Capabilities for AGI (0:47:43) - Beating benchmarks vs Being Useful (0:59:20) - AI Excelling in Some Tasks While Struggling with Others (1:07:33) - Economic Impact of AI vs the Internet (1:24:08) - Widespread Automation Beats Genius in Datacenters (1:51:37) - How Stories Shape Our Expectations of AI (2:03:24) - How AGI Will Impact Culture (2:10:46) - Beyond Utopia-or-Extinction (2:16:57) - AI's Impact on Wages and Labor (2:27:49) - Why Better Preservation of Information Accelerates Change (2:39:32) - Markets Shaping Cultural Priorities (2:55:51) - Challenges in Defining What We Want to Preserve (3:06:47) - Risk Attitudes in AI Decision-Making (3:12:50) - Historical Lessons for AI Coexistence (3:21:45) - A Warning Sign in Safety Discourse (3:30:20) - Revisiting Core Assumptions in AI Alignment (3:49:46) - Simple Models in Complex Domains
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I also would love to do this & will try to make it happen! We've had a bunch of informal chats so far but nothing recorded/public.
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I think my major point of disagreement with your modeling is that thousands of AI agents are unlikely to be equivalent to thousands of human researchers, due to the difficulty of making their creative process sufficiently different from each other.
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We disagreed about this internally. In the takeoff supplement where I did the modelling/estimating, I factored this in as a 0.3x to 1x multiplier i.e. possibly slowing things down by a factor of three. The others on the team thought it would be a smaller effect than I did.
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Does this scenario meaningfully change if leaders at OpenBrain fully accept your conclusions today and assume their top competitors do too?
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Leaders of OpenAI, Anthropic, and GDM already seem to expect something roughly like this to happen. They just think that the best strategy is to win the race and deal with the problems along the way; they think they won't need to slow down to solve alignment.
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Great thought-provoking read along w similar work by @LRudL_. Thought it odd that 2nd place labs and open source AI have very little role to play. I'd think a strong #2 lab should change the behavior of the #1. But I need to ponder more.
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Yes, I disagree with @LRudL_ about takeoff speeds but found their scenario very well done. It's the sort of thing we want to see more of.lesswrong.com/posts/CCnycGce… As for 2nd place companies + open source: in our wargames about half the time they make a big difference, though they are irrelevant half the time. It is indeed a bit of a shame that AI 2027 depicts them as being irrelevant because we definitely aren't confident in that.
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Can you do this prediction chain again, but this time using xAI Grok4 as the "Open Brain" instead of OpenAI GPT? I believe the scenarios have potential to be played out wildly differently from what was considered a few months ago. I request you gguys doing this prediction every few months because the pace of AI change is a few years of industrial revolution compressed into a few months.
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OpenBrain was meant to represent whichever company is in the lead at the time of takeoff, not necessarily OpenAI. Also, I don't think xAI would behave significantly differently from OoenBrain were it in the lead. I think all of the major US companies would probably behave roughly like we depict OpenBrain behaving (i.e. massively irresponsibly) with some variations and chance of divergence of course.
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I can't express how glad I am that a work like this exists. I am working on a blog post analyzing some calculations in AI 2027, and I was curious as to how you all came up with the "6% of compute will go to research automation." Would love to chat about it, as the Research Automation section doesn't go into too much detail. ai-2027.com/research/compute… (I can't DM you it seems, so commenting here instead)
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It was just an educated guess! I'm lately thinking it should have been a smaller fraction probably, maybe more like 1%, to free up more compute for experiments. (This wouldn't change the overall shape of the scenario)
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How can you speculate with any confidence on what the AI does after it becomes superintelligent? If you could accurately predict the behavior of a superintelligent being, you'd be one yourself.
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We don't really have much confidence about it, for the reason you mention. (We even say this in the scenario). But we think it's important to at least give it a try.
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The idea that AI is going to speed up algorithmic progress by 50% next year sounds implausible to me. Also, won’t their competitors also have capable AIs so the edge over competitors (including Chinese ones) will be much less than 50%, even if you are right?
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We are uncertain of course. But based on conversations with researchers at frontier AI companies, it seems that AIs are already speeding up algorithmic progress by 10% or so today. And they are barely agents at all; a year and a half from now they will be much better. Yes, their competitors will also have capable AIs so the edge will be less than 50%.
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