AI is accelerating my work...work which only exists because of AI.
If I had to do my individual tasks without AI, I would be slower. But if I take a step back, I'm really not changing the world any faster than I was before.
Not trying to discredit the premise but I do wonder how much this is from vertical scaling of model intelligence in weights vs the sheer amount of capital being thrown at training and horizontal scaling of agent swarms etc.
Anecdotally it seems like the majority of continued uplift comes from models doing more and exploring more of the search space, and we are getting better at giving them embarrassingly parallel problems to Hoover up with infinite token spend.
1. Intelligence per dollar spent/token output seems to be increasing rapidly. Opus 4 was $15/75 per million input/output tokens when released. Opus 5.5, which is significantly better, is $4/15. Sure it cost more money upfront to train Opus 5.5, or the bigger model (Fable 5.5) which tuned it, but once it is reached, there are massive diffusive effects.
2. The capital equation is still favoring more spend. Anthropic's revenue is growing rapidly and they are profitable on inference. Huge upfront spend for realized gains later on is standard for R&D. As long as serving the models is profitable and generates more value than the energy/compute consumed
3. The search space is too large to assume that improvement in AI assisted research is just models dumbly trying every combination until something works. For every additional bit searched, the space doubles, so even a trivially small combinatorial exploration incurs prohibitively large costs. Intelligent searching which continuously prunes that space along dimensions of effectiveness is not a trivial skill and is among the emergent accoutrements of these smarter models.
> 2. The capital equation is still favoring more spend. Anthropic's revenue is growing rapidly and they are profitable on inference. Huge upfront spend for realized gains later on is standard for R&D. As long as serving the models is profitable and generates more value than the energy/compute consumed
But they are essentially fighting for smaller and smaller part of the pie. The better open models are the less you need frontier models, so the frontier AI companies are essentially fighting for market that will shrink the better AI is.
Sure there is inertia and the usual corporate enterprise nonsense of "we only buy stuff from other big companies regardless the cost" that keeps the licenses going but we're quickly getting into point where you don't need any of the frontier models to do majority of the tasks
What is the unit of measure for “intelligence per dollar”, and how do you measure it? Without a concrete definition, that first assertion is not even wrong.
I would also like to point out that “profitable on inference” is similarly meaningless, because it’s based on a figure that arbitrarily discards whatever bits of their operating costs they need to to get to the claim that they’re profitable on inference. Potentially including ones that can’t be ignored because they’re every bit as much a part of COGS as the actual inference is.
I grok that you're not trying to discredit anything, or anything like that but what are you trying to do, if I may ask?
What information are you trying to either ask for or share with us?
The original article is pretty clear, agent swarms and token spend are AI automating AI, and the RSP attribution condition specifically excludes your capital thrown at training concern?
I guess my point is that the scaling is coming from capital explosion and it isn’t guaranteed that this will continue scaling as it did (the impending hardware and infrastructure crunch basically guarantees this).
The article is pretty strongly projecting this trend to continue but hasn’t acknowledged this factor.
> the scaling is coming from capital explosion and it isn’t guaranteed that this will continue scaling
Not at all. Have you tried local AI lately? Qwen 3.8 is legitimately much better than SoTA from 1 year ago (Opus 4.1). You can run it on a consumer GPU.
Qwen Next Flash runs on a DGX spark well and is as good as some things you need datacenter class GPU's to run even today.
Check out Artificial Analysis if you haven't. Sometimes you don't realize how fast these things are moving, but to compare things from a year ago to today is just wild.
They aren't just getting better, they're getting more efficient by many orders of magnitude.
This does rather remind me of how in the 80s we had a big boom in AI research, fueled in part by the development of new & expensive tools that everyone just had to have. And then it dissipated just as quickly when the companies who were pouring money into it started expecting to see a return on their investment.
Feels different now when the value of AI isn't just theoretical. Anthropic has like $80B ARR, and AI has really only transformed tech and a few limited spaces so far.
>Feels different now when the value of AI isn't just theoretical.
We're coming up on four years since ChatGPT launched, and the only thing LLMs seem to excel at is the movement of imaginary little green pieces of paper.
> the impending hardware and infrastructure crunch basically guarantees this
I'm not sure I follow. Are you saying a hardware shortage is going to restrict AI development? Because it seems to me like it would just push us towards an even greater focus on efficiency, which is still pushing the Pareto Frontier.
I don't think it'll continue on linearly, but it will likely continue.
We're getting the Claude efficiency talks at work. We're looking at all sort of optimizations, including local models and graphify, to reduce spend. There are people dedicating their nights and weekends to dropping token consumption and cache rebuilding. A few of these will likely catch on and be brought into common use. That will relieve at least a bit of the pressure, and enable some of the scaling to continue.
Yeah it already helps me too with finetuning small models for image stuff.
Im not telling it what to do, i ask it for ar eport/analysis and research and read its article and tell it what to implement based on 'feelings' and it works.
Limit is hardware and tokens and an AI Researcher not having hardware or tokens is probably not what they refer to.
Alone normal researchers were quite handicaped: converting data from tool a to python library x, understanding how tools work, doing basic google research etc.
I find this as well for models that make it to production.
On a more fun note, I also find just trying some hair brained idea is now extremely cheap - so why not? I used to have to weigh up spending a week of effort on something likely not to work and now I can now get spit out test in 20 minutes.
The incredible thing to me is I can say "I have a theory that X is a problem."
The agent then works for 20 minutes and comes back with, "Yes this is a problem. Here is the evidence. Here is a golden data set. Finally I built a new evaluation metric and benchmark where we can back test or use for new model experiments to see if we are closing the gap."
I suspect that if models were able to be aware of and answer questions about their internal vectors, they would be much smarter and able to progress faster.
Does anyone remember the book "The Singularity is Near?"
I read it about 20 years ago, and once it got into nanobots and Kurzweil's vision that the whole universe would be intelligent, I didn't find the book credible.
But I'm wondering if the short-term prediction, that in the 2030s we won't be able to anticipate what tech does for us, (IE, the Singularity,) is useful?
what if the greatest threat is simply there will be hedonistic experiences so great most humans will find them irresistible to the point of shorter lives.
Could be from a sandwich that tastes like the best sandwich ever, but is super bad for your cholesterol or something.
I dont know where Im going with this.
Actually did some research I think the term is "Wireheading" from a story/theory from the 50s
This is already true? Ultra processed foods and tiktok are both deleterious and both wildly successful.
Maybe what you are concerned with is a theoretical sandwich that was unfailingly addictive so that no one could escape its effects.
i'm also wondering whether there are confounding factors like more domain experts and talents joining the AI research field because there are more interesting problems to be solved (or other 2nd order effects of AI models being more powerful).
Yes, it is the local model narrative that BigAI likes because it will not happen but people are deluded into thinking that there is no danger of an oligarchy.
Mathematicians for example have used it as cope for their current reliance on unsavory corporations, telling themselves "just one more year, and I can solve a millennium problem on my Asus Strix".
Another data point: look at the number of submissions to Neurips, ICLR, etc. Now, I agree that a submission does not by itself imply groundbreaking resesarch, but the fact that people are able to try out/vet ideas much faster now makes a difference.
In my own work, I've found that it's much faster to brainstorm with a frontier model like Opus. I'll have an idea and be able to get a working implementation and try it out on toy problems within O(minutes), instead of O(weeks) earlier.
Trying out problems and making tangible progress towards AGI are entirely different categories. Likewise what’s changed in terms of paper submissions is also the amount of slop. Most reviewers say that they haven’t seen a lot more papers that are good but rather they’ve seen a lot more papers and almost all of them are terrible slop that’s desk rejected. This is happening in OSS too where a lot of projects are closing the gate at the onslaught of terrible contributions.
I agree in general that AI accelerates AI research, but good lord neurips iclr papers (and reviews might I add...) are the worst example of that. It's all complete slop that is totally meaningless.
A lot of great papers by great people had a lot of AI involved and accelerating it of course, but the majority is meaningless (sometimes autoresearch) slop.
In October/September my LinkedIn wall was probably… 55% people complaining that they were getting garbage AI submissions to the conferences they review for, and 35% people complaining that they got garbage AI reviews back from their conference submission… Of course, I have no idea if that means anything given how aggressively that site bubbles your feed.
The very same report also found that AI could not be deployed outside of a narrow domain of verifiable rewards … so take it with grains, or mountains of salt. It’s also extremely unclear how the productivity measures are calculated. They surely don’t seem to translate into economic output. Antrophic has seen its valuation corrected by 50% and possibly more… so yeah. This all sounds very fishy.
As long as we believe, we can imagine it is true. All seeing Oracle: how do you command me? Praise his name, bringer of many miracles - he who definitely can't be manipulated from the backend to provide biased information that suites a person's malicious purpose. Ya totally.
"The industry is not prepared to handle this safely"
After the election, titles like this just irritate me. Every piece written about AI progress is:
"The machines taking jobs, flooding the internet with sludge and poisoning our online experiences, are getting better even faster! Isn't this incredible? Yeah but sorry we also think it's only riskier than ever to deploy these systems at scale. That being said, we're still going to do it, go public and take institutional money from people's retirement funds, destroy the job market, and make 3000 Anthropic employees and 500 investors really rich. There wasn't anything we could do besides write a lot of ink on it and be shocked we lost every local data center referendum."
The author of this article works for METR and not Anthropic, their whole job is supposed to be providing independent oversight on the labs. They are definitely not in the "this is incredible" crowd, they are the ones asking for development and deployment to slow down.
I do agree. AI isn't "free" the way silicon valley products are.
Therefore it cannot avoid taxes the way they did before (using shell companies to route the money through tax havens). It'll be expensive, every government will double the price or more, and you're selling to consumers, and the products will be at the mercy of every government where they try to sell AI and other services.
People don't get how serious this is. If AI doubles revenue but drives silicon valley firms' tax rates from 5% to 10%, it's a loss.
Add to that that it's something silicon valley firms have never done before.
If I had to do my individual tasks without AI, I would be slower. But if I take a step back, I'm really not changing the world any faster than I was before.
Do more important work.
Anecdotally it seems like the majority of continued uplift comes from models doing more and exploring more of the search space, and we are getting better at giving them embarrassingly parallel problems to Hoover up with infinite token spend.
1. Intelligence per dollar spent/token output seems to be increasing rapidly. Opus 4 was $15/75 per million input/output tokens when released. Opus 5.5, which is significantly better, is $4/15. Sure it cost more money upfront to train Opus 5.5, or the bigger model (Fable 5.5) which tuned it, but once it is reached, there are massive diffusive effects.
2. The capital equation is still favoring more spend. Anthropic's revenue is growing rapidly and they are profitable on inference. Huge upfront spend for realized gains later on is standard for R&D. As long as serving the models is profitable and generates more value than the energy/compute consumed
3. The search space is too large to assume that improvement in AI assisted research is just models dumbly trying every combination until something works. For every additional bit searched, the space doubles, so even a trivially small combinatorial exploration incurs prohibitively large costs. Intelligent searching which continuously prunes that space along dimensions of effectiveness is not a trivial skill and is among the emergent accoutrements of these smarter models.
But they are essentially fighting for smaller and smaller part of the pie. The better open models are the less you need frontier models, so the frontier AI companies are essentially fighting for market that will shrink the better AI is.
Sure there is inertia and the usual corporate enterprise nonsense of "we only buy stuff from other big companies regardless the cost" that keeps the licenses going but we're quickly getting into point where you don't need any of the frontier models to do majority of the tasks
True in theory, but in practice hardware availability and cost will keep open source impractical for years to come.
I would also like to point out that “profitable on inference” is similarly meaningless, because it’s based on a figure that arbitrarily discards whatever bits of their operating costs they need to to get to the claim that they’re profitable on inference. Potentially including ones that can’t be ignored because they’re every bit as much a part of COGS as the actual inference is.
What information are you trying to either ask for or share with us?
The original article is pretty clear, agent swarms and token spend are AI automating AI, and the RSP attribution condition specifically excludes your capital thrown at training concern?
Not at all. Have you tried local AI lately? Qwen 3.8 is legitimately much better than SoTA from 1 year ago (Opus 4.1). You can run it on a consumer GPU.
Qwen Next Flash runs on a DGX spark well and is as good as some things you need datacenter class GPU's to run even today.
Check out Artificial Analysis if you haven't. Sometimes you don't realize how fast these things are moving, but to compare things from a year ago to today is just wild.
They aren't just getting better, they're getting more efficient by many orders of magnitude.
https://artificialanalysis.ai/#intelligence
But, then as now, what they didn’t have was profits.
We're coming up on four years since ChatGPT launched, and the only thing LLMs seem to excel at is the movement of imaginary little green pieces of paper.
I'm not sure I follow. Are you saying a hardware shortage is going to restrict AI development? Because it seems to me like it would just push us towards an even greater focus on efficiency, which is still pushing the Pareto Frontier.
We're getting the Claude efficiency talks at work. We're looking at all sort of optimizations, including local models and graphify, to reduce spend. There are people dedicating their nights and weekends to dropping token consumption and cache rebuilding. A few of these will likely catch on and be brought into common use. That will relieve at least a bit of the pressure, and enable some of the scaling to continue.
the same thing you are:
> if I may ask?
asking.
Im not telling it what to do, i ask it for ar eport/analysis and research and read its article and tell it what to implement based on 'feelings' and it works.
Limit is hardware and tokens and an AI Researcher not having hardware or tokens is probably not what they refer to.
Alone normal researchers were quite handicaped: converting data from tool a to python library x, understanding how tools work, doing basic google research etc.
On a more fun note, I also find just trying some hair brained idea is now extremely cheap - so why not? I used to have to weigh up spending a week of effort on something likely not to work and now I can now get spit out test in 20 minutes.
The agent then works for 20 minutes and comes back with, "Yes this is a problem. Here is the evidence. Here is a golden data set. Finally I built a new evaluation metric and benchmark where we can back test or use for new model experiments to see if we are closing the gap."
I always wanted to build a specific event/sequence in one LSD trip into a small game to give that experience some kind of playability.
Then I saw some 4k demo, wanted to see how good it is in doing this.
Its really fun yeah :)
I read it about 20 years ago, and once it got into nanobots and Kurzweil's vision that the whole universe would be intelligent, I didn't find the book credible.
But I'm wondering if the short-term prediction, that in the 2030s we won't be able to anticipate what tech does for us, (IE, the Singularity,) is useful?
https://en.wikipedia.org/wiki/The_Singularity_Is_Near
Could be from a sandwich that tastes like the best sandwich ever, but is super bad for your cholesterol or something.
I dont know where Im going with this.
Actually did some research I think the term is "Wireheading" from a story/theory from the 50s
Mathematicians for example have used it as cope for their current reliance on unsavory corporations, telling themselves "just one more year, and I can solve a millennium problem on my Asus Strix".
In my own work, I've found that it's much faster to brainstorm with a frontier model like Opus. I'll have an idea and be able to get a working implementation and try it out on toy problems within O(minutes), instead of O(weeks) earlier.
They seem very strongly related to me.
A lot of great papers by great people had a lot of AI involved and accelerating it of course, but the majority is meaningless (sometimes autoresearch) slop.
Specifically talking about recent neurips/iclr.
Opus 5.5 is so amazing I'm not surprised if it can improve itself.
Perhaps scaling to fable for the first time also gave Opus a push (distillation?)
AIs do not kill people, people kill people.
After the election, titles like this just irritate me. Every piece written about AI progress is:
"The machines taking jobs, flooding the internet with sludge and poisoning our online experiences, are getting better even faster! Isn't this incredible? Yeah but sorry we also think it's only riskier than ever to deploy these systems at scale. That being said, we're still going to do it, go public and take institutional money from people's retirement funds, destroy the job market, and make 3000 Anthropic employees and 500 investors really rich. There wasn't anything we could do besides write a lot of ink on it and be shocked we lost every local data center referendum."
The author of this article works for METR and not Anthropic, their whole job is supposed to be providing independent oversight on the labs. They are definitely not in the "this is incredible" crowd, they are the ones asking for development and deployment to slow down.
Therefore it cannot avoid taxes the way they did before (using shell companies to route the money through tax havens). It'll be expensive, every government will double the price or more, and you're selling to consumers, and the products will be at the mercy of every government where they try to sell AI and other services.
People don't get how serious this is. If AI doubles revenue but drives silicon valley firms' tax rates from 5% to 10%, it's a loss.
Add to that that it's something silicon valley firms have never done before.
Would you rather make $1,000,000 and pay $50,000 in taxes, or make $2,000,000 and pay $200,000 in taxes?
Unless you’re terrible at math, i feel like i’m missing something ;)
That is factually incorrect, and seems to be much of the premise behind the authors way of thinking.
EDIT - No it doesn't. I replied to the wrong post. Mea Culpa.