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Incompressible

Joined February 2007
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How to Get Rich (without getting lucky):
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Datacenters are a globally competitive market. Someone, somewhere, will build them.
Replying to @SemiAnalysis_
A 100MW datacenter in China now costs under $300M to build, excluding IT equipment, about a fifth of the US cost. China's build cost has fallen about 25% since 2021. (4/6)
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You’d think we’d have learned from Steve Jobs and Travis Kalanick that one does not just simply replace the founder…
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You can be either loved *and* hated, or merely liked and tolerated.
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Not money, not time - but attention.
“The real currency of life is attention What you choose to pay attention to And what you do about it” - @naval THE REAL CURRENCY OF LIFE OUT NOW
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The ideal passive portfolio is a broad collection of highly asymmetric long-term bets.
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Actual progress comes from hard-to-build technology. Which comes from competitive, creative, free-market capitalism. Which comes from one small, precarious area and then diffuses to the rest of the world. Snuff that out, and it’s global stagnation for an extremely long time.
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Greed can be satisfied. Envy, cannot.
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Children are how parents measure the passage of time.
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Turns out the “Open” part refers to *your* code.
What’s happening in the AI-powered reverse engineering and decompilation is absolutely insane. Pretty soon all software will be de facto open-source. AI is coming for everything and everyone.
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Models are the last moat in software. AI can train on essays and rewrite them. AI can decompile software and recode it. AI can ingest art and recreate it. But AI itself doesn’t want to be “distilled.” Expect more software to retreat to the server and resist “distillation.”
This is the doom I predicted a few days ago, coming for Photoshop. A clean-room open-source reimplementation. No prizes for guessing that they decompiled Photoshop to source code, processed that to some kind of non-code specification language, then fed the spec to an LLM with an instruction to generate Rust. Adobe just got nuked. And closed source is dead, dead, dead. github.com/storytold/photocr…
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When you look back, you’ll wish you’d just done the long-term version of everything.
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No one can fill the hole left by another human.
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Every functioning institution is merit-based, not participation-based.
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People who want to appear moral are attracted to the left. People who want to appear rational are attracted to the right. Effective Altruism lets you appear rational and moral - the ultimate ego trip.
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The future is more likely AIs fighting AIs (on behalf of humans) than AI fighting humanity.
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The best way to pace the frontier is to hold the labs fully liable for the behavior of their models.
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For “dangerous” or weakly-guarded open source models, hold the hosts liable. Of course the end user holds liability as well if they are jailbreaking models to do harmful things.
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If AI is risky like fire is risky, then you want everyone to have it. If AI is risky like a nuclear weapon is risky, then you want no one to have it.
Maybe you have recently become aware of the AI safety debate and the arguments swirling around it. If you want to understand them, you need to understand a couple things that almost everyone gets wrong: There are TWO distinct classes of AI dangers, and it's VERY important to think about them separately, and not let one confuse you about the other. Many many people (including many quite intelligent, clear-thinking people) do not effectively understand the fundamental differences between these two classes of dangers. The first one has to do with the theory that an AI far superior to human intelligence (Artificial SuperIntelligence, or ASI) will inevitably wipe out the human race. The second one has to do with the idea that powerful AI will result in very harmful things happening to many human beings, possibly all human beings. Those two sound VERY similar, don't they? They are DIFFERENT. Understanding how they are different is crucial if you want to think about or contribute usefully to any conversation about AI safety or AI harm. You might feel like you are Making Very Good Points or Asking Incisive Questions, but if you aren't clear on the differences between the two, you aren't. So, I'm going to tell you what the difference is so that you can talk more usefully. The first one concerns itself with a very specific thing, which is ASI (Artificial Superintelligence) that is more intelligent than any human being. When I say that, I am not referring to a thing like how Einstein is smarter than you, we are talking more about something like how a human being is more intelligent than any mouse. In our regular lives, we meet other people who we can tell are smarter than us, vs some who are less smart. The line is fuzzy, because intelligence has a lot of dimensions. I'm better at a "rotating shapes" kind of intelligence than my wife, and she is better at "words-making" kind of intelligence than I am. But every human is better in almost every dimension of intelligence than every single mouse. That's the level we're talking about: an artificial superintelligence - made up of a computer or a network of computers - that is more intelligent than any human. And more intelligent by a long shot, by a wide margin, in an indisputable way like how humans are above mice. That is the first thing. The theory says that if you have an AI that is vastly smarter than all humans - in the way that a human is smarter than mice - that superintelligent AI will inevitably, eventually, sooner or later, wipe out every human on the planet. We will refer to this as "existential risk." The common follow-up question "well, how exactly is it going to do that?" is NOT the important question, and one of the most important elements of understanding this theory is first getting why that particular question is not important. A couple analogies: Analogy 1: You are playing chess against a grandmaster. My theory predicts the grandmaster is going to beat you. You can ask "Well, how exactly is he going to do that?" I don't know, because I'm not a grandmaster, I just know that a chess grandmaster is almost always going to beat a normal player like you. And I'd be right. So the question "how is he going to do that" is not important, and doesn't affect the final outcome. He's going to figure out a way because he's way better than you. Analogy 2: Humans are smarter than all other animals, comprehensively, by a wide margin. We have driven numerous species to extinction, not because we hated them or hunted them. Many of them have died out without most humans even ever thinking about them. All we did was expand our civilization, use up resources, encroach on habitats, and pretty soon the resources needed by those species went away and they died out. We figured out a way to get what we wanted because we're way smarter than them, and often we didn't even notice they died as a result. A lesser animal asking, "how are the humans going to wipe us out?" is not asking a relevant question. We don't know, but we do know that any time humans and lesser species compete for any kind of resources, the humans will win. The fact that we know who is going to win beforehand - and that it is due to the vastly different levels of intelligence - is the key concept here. A vastly more intelligent AI is likely to care about things that are incomprehensible to us, the way animals can't understand human goals. It's going to need resources to pursue those goals and it's going to be far more effective at gaining control of them and excluding us from them - in the same way that we are far more effective than other lower species. A much more intelligent AI will not care about our interests, it will care about its interests, and to whatever small degree we happen to escape total annihilation from losing access to all our resources, any remaining humans will likely be enslaved into a system that serves the AI's own purposes. That is the first thing. (Remember how I said at the beginning of this post that there was a first thing, and then a second thing?) The first thing is the most difficult to understand, because you have to extrapolate how a vastly superior intelligence would act, and you can only use analogies like "how do humans treat lesser creatures," and the analogies are messy. But now let's move on to the second thing. The second thing is "everything else you've ever heard that AI might do that's harmful." That's a little inaccurate. It's actually "everything else you've ever heard that humans might use AI to do that's harmful." This is the critical difference. The first one talks about the inevitable outcome of what happens when two vastly different levels of intelligence collide, e.g. ASI vs humans, or human vs mice. The second one has to do with what happens when humans possess AI as a powerful tool. This second thing is much easier to understand, because we have many more concrete notions: Like: - the military uses AI to make hyper-efficient killer drones and missiles - your capitalist overlords use AI to replace you and everyone loses their jobs - authoritarian government uses AI to surveil everybody and control the entire population - hackers use AI to break into secure networks and hold companies and governments hostage - students use AI to cheat on homework and show up to college knowing nothing - AI slop saturates the internet and makes it impossible for artists and writers to make a living - terrorists use AI to make biological or nuclear weapons or even things like - the military hands control to an AI and it misinterprets something and launches nuclear attacks and kills millions All of those sound pretty familiar, right? Yeah, you've heard them before. We call this second thing "risks from misuse." These problems are not the first class of problem! This second class of problems exists while AI is a tool that can be controlled by humans, and humans use it to do evil or careless things to each other. The problems may sound exotic or dystopian or novel, but they are fundamentally problems having to do with flawed human nature. Given a powerful tool, some humans will likely use it to control or otherwise harm others. This is a very familiar problem. I am not condemning or condoning this. I'm just describing it. That is a fundamentally different danger from the first thing, which is that when a human is far superior to a mouse, the mouse is likely to come to harm because the human cares about doing human things, and the mouse is not gonna make it once the humans get going. ===== Hopefully from the above, you have understood the difference between the first thing and the second thing. I will list them again - see if you now understand how they are different: The first one has to do with the idea that an AI superior to human intelligence (Artificial SuperIntelligence, or ASI) will inevitably wipe out the human race. The second one has to do with the idea that powerful AI will result in very harmful things happening to many human beings, possibly all human beings. Can you tell how they are different now? If not, re-read the stuff from earlier until you understand. We call the first one "existential risk" and we call the second one "risks from misuse." Once you understand, here is the CRUX of the problem: SOLUTIONS TO THE SECOND THING DO NOT HAVE ANYTHING TO DO WITH SOLUTIONS TO THE FIRST THING. In fact, it's worse: Solutions to the second thing (misuse) look roughly like "give powerful AI to as many people as you can, so they can fight the other people using powerful AI." But the general solution to the first one (existential risk) is basically "don't let anyone have powerful AI, no one can control super-intelligent AI." Throughout history, harms from technological misuse typically arise because a small group has control of it and can use it to dominate or harm others. Once everyone has it, things tend to stabilize: you can hurt me, I can hurt you, maybe we test each other (ouch 💥), and then we agree not to hurt each other. But the first one (existential risk) pretty much just arises if anyone (good or bad!) creates a superintelligence. Because they aren't going to be able to control it, the superintelligence will decide it has other priorities, and then we will be at great risk of being wiped out. And the solutions that generally work to solve problems like the second thing are EXACTLY THE OPPOSITE of the ones likely to solve the first thing. THIS is why lots of arguments about "AI risk" or "AI safety" go nowhere. Because someone will be thinking about the risk from the first thing, and another person will be thinking about the risk from the second thing. Both are plausible risks but fundamentally they arise from different things - and so the solutions are not just "bad" or "flawed" - they are likely to be very nearly exact opposites.
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"When liability exposure approaches 0—when no one pays the price for unverified failures—verification budgets collapse...Deployers flood the Runaway Risk Zone with unmonitored agents, capturing the gains of automation while socializing catastrophic risks."
1/ When we looked at the economics of AGI, the key policy challenge was immediately clear: AI drastically lowers the cost of execution for anything easy to verify. For everything else, verification is the bottleneck.
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Strong liability enforcement could be helpful in the AI debate. If your agent swarm goes rogue, you’re liable. If your weakly protected model gets jailbroken, you’re liable. If you serve a weakly protected OSS model, you’re liable.
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