It's also worth keeping in mind that AIs are a lot less risky to deploy for businesses than humans.

You can scale them up and down at any time, they can work 24/7 (including holidays) with no overtime pay and no breaks, they need no corporate campuses, office space, HR personnel or travel budgets, you don't have to worry about key employees going on sick/maternity leave or taking time off the moment they're needed most, they won't assault a coworker, sue for discrimination or secretly turn out to be a pedophile and tarnish the reputation of your company, they won't leak internal documents to the press or rage quit because of new company policies, they won't even stop working when a pandemic stops most of the world from running.

I don't follow how 10 random humans can beat the average STEM college grad and average humans in that tweet. I suspect it's really "a panel of 10 randomly chosen experts in the space" or something?

I agree the most interesting thing to watch will be cost for a given score more than maximum possible score achieved (not that the latter won't be interesting by any means).

Other important quotes: "o3 still fails on some very easy tasks, indicating fundamental differences with human intelligence. Furthermore, early data points suggest that the upcoming ARC-AGI-2 benchmark will still pose a significant challenge to o3, potentially reducing its score to under 30% even at high compute (while a smart human would still be able to score over 95% with no training)."

So ya, working on efficiency is important, but we're still pretty far away from AGI even ignoring efficiency. We need an actual breakthrough, which I believe will not be possible by simply scaling the transformer architecture.

You are missing that cost of electricity is also going to keep falling because of solar and batteries. This year in China my table cloth math says it is $0.05 pkwh and following the cost decline trajectory be under $0.01 in 10 years

Let's say that Google is already 1 generation ahead of nvidia in terms of efficient AI compute. ($1700)

Then let's say that OpenAI brute forced this without any meta-optimization of the hypothesized search component (they just set a compute budget). This is probably low hanging fruit and another 2x in compute reduction. ($850)

Then let's say that OpenAI was pushing really really hard for the numbers and was willing to burn cash and so didn't bother with serious thought around hardware aware distributed inference. This could be more than a 2x decrease in cost like we've seen deliver 10x reductions in cost via better attention mechanisms, but let's go with 2x for now. ($425).

So I think we've got about an 8x reduction in cost sitting there once Google steps up. This is probably 4-6 months of work flat out if they haven't already started down this path, but with what they've got with deep research, maybe it's sooner?

Then if "all" we get is hardware improvements we're down to what 10-14 years?

I mean considering the big breaththrough this year for o1/o3 seems to have been "models having internal thoughts might help reasoning", seems to everyone outside of the AI field was sort of a "duh" moment.

I'd hope we see more internal optimizations and improvements to the models. The idea that the big breakthrough being "don't spit out the first thought that pops into your head" seems obvious to everyone outside of the field, but guess what turns out it was a big improvement when the devs decided to add it.

> ~doubling every 2-2.5 years) puts us at 20~25 years.

The trend for power consumption of compute (Megaflops per watt) has generally tracked with Koomey’s law for a doubling every 1.57 years

Then you also have model performance improving with compression. For example, Llama 3.1’s 8B outperforming the original Llama 65B

who in this field is anticipating impact of near AGI for society ? maybe i'm too anxious but not planning for potential workless life seems dangerous (but maybe i'm just not following the right groups)

Don’t forget humans which is real GI paired with increasing capable AI can create a feed back loop to accelerate new advances.

> are we stuck waiting for the 20-25 years for GPU improvements

If this turns out to be hard to optimize / improve then there will be a huge economic incentive for efficient ASICs. No freaking way we’ll be running on GPUs for 20-25 years, or even 2.

Maybe another plane with a bunch of semiconductor people will disappear over Kazakhstan or something. Capitalist communisms gets bossier in stealth mode.

But sorry, blablabla, this shit is getting embarrassing.

> The question is now, can we close this "to human" gap

You won’t close this gap by throwing more compute at it. Anything in the sphere of creative thinking eludes most people in the history of the planet. People with PhDs in STEM end up working in IT sales not because they are good or capable of learning but because more than half of them can’t do squat shit, despite all that compute and all those algorithms in their brains.