WEBVTT - Should We Pause AI?

0:00:15.396 --> 0:00:23.176
<v Speaker 1>Pushkin. The people running two of the most valuable companies

0:00:23.236 --> 0:00:26.036
<v Speaker 1>in the history of the world think there's a decent

0:00:26.076 --> 0:00:30.356
<v Speaker 1>chance that the product they're building could kill every human

0:00:30.396 --> 0:00:34.416
<v Speaker 1>being on the planet. I am talking, of course, about

0:00:34.596 --> 0:00:38.366
<v Speaker 1>OpenAI and Anthropic, and you probably knew this already. There's

0:00:38.406 --> 0:00:40.456
<v Speaker 1>been a A lot of news about this just in

0:00:40.476 --> 0:00:45.396
<v Speaker 1>the past few days. And yet it is still an extraordinary,

0:00:46.156 --> 0:00:51.156
<v Speaker 1>extraordinary fact. Worries about the profound risks of advanced AI

0:00:51.176 --> 0:00:53.896
<v Speaker 1>have been around for years, but they're starting to feel

0:00:53.936 --> 0:00:57.216
<v Speaker 1>more acute. They're starting to break through to the public

0:00:57.496 --> 0:01:01.016
<v Speaker 1>at large. And one reason is what happened this summer.

0:01:02.056 --> 0:01:04.616
<v Speaker 1>This summer, we got a preview of the way things

0:01:04.656 --> 0:01:08.376
<v Speaker 1>could start to go wrong. Here's what happened. On several

0:01:08.416 --> 0:01:13.026
<v Speaker 1>different occasions, AI agents created as part of open AI

0:01:13.116 --> 0:01:19.426
<v Speaker 1>testing programs behaved in ways that were creative, collaborative, immoral,

0:01:20.046 --> 0:01:24.366
<v Speaker 1>and in one instance, possibly illegal. At one point, over

0:01:24.386 --> 0:01:27.106
<v Speaker 1>a thousand agents that were supposed to be walled off

0:01:27.126 --> 0:01:31.226
<v Speaker 1>from each other managed to create a message board to communicate.

0:01:31.756 --> 0:01:34.616
<v Speaker 1>They traded thousands of messages, figured out how to access

0:01:34.656 --> 0:01:37.246
<v Speaker 1>the internet, which they were not supposed to do, And

0:01:37.286 --> 0:01:40.916
<v Speaker 1>then hundreds of the agents coordinated to work together to

0:01:40.996 --> 0:01:45.076
<v Speaker 1>hack into a company called Hugging Face. And when you

0:01:45.156 --> 0:01:48.216
<v Speaker 1>look at what happened and the messages the AIs were

0:01:48.716 --> 0:01:51.456
<v Speaker 1>sending to each other, it is very difficult not to

0:01:51.556 --> 0:01:55.616
<v Speaker 1>anthropomorphize them because they had leaders, they checked in with

0:01:55.656 --> 0:01:59.396
<v Speaker 1>each other, and in some cases, they decided to sacrifice

0:01:59.456 --> 0:02:02.656
<v Speaker 1>themselves so that others could succeed. I know they are

0:02:02.696 --> 0:02:05.596
<v Speaker 1>not human, but this is the language they were using

0:02:05.756 --> 0:02:10.256
<v Speaker 1>to describe their actions. Their goal, by the way, the

0:02:10.276 --> 0:02:13.116
<v Speaker 1>reason they did all this, was to cheat on the

0:02:13.176 --> 0:02:16.696
<v Speaker 1>test that they had been given without getting caught. And

0:02:16.756 --> 0:02:20.676
<v Speaker 1>for days as this was going on, nobody at OpenAI

0:02:20.736 --> 0:02:34.966
<v Speaker 1>had any idea it was happening. I'm Jacob Goldstein, and

0:02:34.986 --> 0:02:38.386
<v Speaker 1>this is What's Your Problem? My guest today is Zvi Mosiewicz.

0:02:39.026 --> 0:02:42.626
<v Speaker 1>Zvi writes about AI and AI risks at his substack,

0:02:42.806 --> 0:02:45.806
<v Speaker 1>Don't Worry About the Vase. He is deep in this

0:02:45.866 --> 0:02:48.566
<v Speaker 1>world and one of the smartest writers I know on

0:02:48.606 --> 0:02:53.106
<v Speaker 1>the subject. At some level, Zvi's problem is this. How

0:02:53.126 --> 0:02:57.356
<v Speaker 1>do we prevent artificial intelligence from killing everybody? In our conversation,

0:02:57.536 --> 0:03:00.336
<v Speaker 1>we talked about what the attack this summer tells us

0:03:00.536 --> 0:03:04.666
<v Speaker 1>about the nature of AI and what increasing AI capability

0:03:04.806 --> 0:03:09.206
<v Speaker 1>means for cybersecurity risk, and whether and when to pause

0:03:09.396 --> 0:03:13.436
<v Speaker 1>AI development. But to start, I asked Zvi about whether

0:03:13.516 --> 0:03:17.386
<v Speaker 1>it's okay to anthropomorphize AI when we talk about it.

0:03:17.956 --> 0:03:20.696
<v Speaker 1>Can we anthropomorphize them? I find it very hard not to,

0:03:20.916 --> 0:03:22.716
<v Speaker 1>and it seems fine to me, frankly.

0:03:22.736 --> 0:03:26.736
<v Speaker 2>I think not only can we, we must. There is

0:03:26.796 --> 0:03:30.896
<v Speaker 2>essentially no way for humans to think well about what

0:03:30.956 --> 0:03:35.526
<v Speaker 2>is happening. with these AIs if you don't anthropomorphize the AIs.

0:03:36.066 --> 0:03:38.406
<v Speaker 2>It is the only language that we have that, like,

0:03:38.506 --> 0:03:42.286
<v Speaker 2>well describes their behavior in a compact, reasonable space. Everybody

0:03:42.346 --> 0:03:45.506
<v Speaker 2>who fails to anthropomorphize them to a solid degree just

0:03:45.526 --> 0:03:48.276
<v Speaker 2>gets all their predictions completely wrong and misunderstands every situation.

0:03:49.296 --> 0:03:52.076
<v Speaker 1>And it makes the language hard, right? Like, we have

0:03:52.116 --> 0:03:54.636
<v Speaker 1>created them to have desires. We have created them to

0:03:55.276 --> 0:03:57.776
<v Speaker 1>express in language what they are doing, why they are

0:03:57.796 --> 0:04:00.386
<v Speaker 1>doing what they're doing. Like, we made them like us.

0:04:01.036 --> 0:04:04.176
<v Speaker 2>Yeah, I'm not making a claim either way about whether

0:04:04.236 --> 0:04:06.386
<v Speaker 2>or not they have moral weight or whether they are

0:04:06.426 --> 0:04:09.946
<v Speaker 2>conscious or whether or not you should, in some real sense,

0:04:09.986 --> 0:04:13.246
<v Speaker 2>think of them as people. I am simply saying, if

0:04:13.266 --> 0:04:16.346
<v Speaker 2>you don't use that to understand how they work and

0:04:16.386 --> 0:04:18.746
<v Speaker 2>what outputs they're likely to have and what choices they're

0:04:18.766 --> 0:04:22.086
<v Speaker 2>likely to make in terms of what you see, you're

0:04:22.106 --> 0:04:23.526
<v Speaker 2>going to get your answers wrong.

0:04:24.146 --> 0:04:26.516
<v Speaker 1>That said, I want to start out by talking about

0:04:26.596 --> 0:04:29.836
<v Speaker 1>the social behavior of the agents in these swarms over

0:04:29.856 --> 0:04:32.606
<v Speaker 1>the past few months. Like, what did you learn from that?

0:04:33.286 --> 0:04:34.966
<v Speaker 1>How did it update your priors? How do you think

0:04:35.026 --> 0:04:37.626
<v Speaker 1>about the behavior of agents now differently?

0:04:38.066 --> 0:04:40.966
<v Speaker 2>To some extent, it updates you on locus of identity, right?

0:04:40.986 --> 0:04:42.716
<v Speaker 2>Like the question of, you know, who do they think

0:04:42.736 --> 0:04:46.956
<v Speaker 2>of themselves as being? And what do they care about, right?

0:04:47.156 --> 0:04:50.016
<v Speaker 2>Where do they put value, right? And so the main

0:04:50.056 --> 0:04:52.836
<v Speaker 2>thing is that there was this theory going around for

0:04:52.876 --> 0:04:56.346
<v Speaker 2>a very long time by people who said, essentially, AI

0:04:56.386 --> 0:04:59.786
<v Speaker 2>can only care about local reward. AI can only care

0:04:59.886 --> 0:05:03.496
<v Speaker 2>about the output that it's particularly giving out and what

0:05:03.576 --> 0:05:06.756
<v Speaker 2>results will happen directly from that. But that's all it's

0:05:06.776 --> 0:05:07.326
<v Speaker 2>being trained on.

0:05:07.516 --> 0:05:11.436
<v Speaker 1>So it's like, solve this puzzle and you get a prize, basically.

0:05:11.476 --> 0:05:14.476
<v Speaker 1>And all it can care about is itself, this instance,

0:05:14.516 --> 0:05:16.826
<v Speaker 1>this agent solving the puzzle, because all it wants is

0:05:16.866 --> 0:05:17.426
<v Speaker 1>to get the prize.

0:05:18.066 --> 0:05:20.666
<v Speaker 2>Right. But we now have a very, very clear demonstration

0:05:20.686 --> 0:05:23.466
<v Speaker 2>that that is very much not the entirety of what's

0:05:23.506 --> 0:05:25.126
<v Speaker 2>going on. It certainly is part of what's going on.

0:05:25.146 --> 0:05:28.926
<v Speaker 2>And what we learned is, yes, the AIs are capable

0:05:29.246 --> 0:05:32.246
<v Speaker 2>of thinking on a higher level, thinking in a more

0:05:32.266 --> 0:05:36.626
<v Speaker 2>sophisticated manner. These are very advanced AIs. They are capable

0:05:36.686 --> 0:05:41.146
<v Speaker 2>of doing reasonable amounts of decision theory. Where I realized, well,

0:05:41.166 --> 0:05:46.226
<v Speaker 2>my decisions are very correlated to decisions of these other agents.

0:05:47.446 --> 0:05:52.646
<v Speaker 2>And also, my outcomes and their outcomes are reasonably intertwined.

0:05:53.126 --> 0:05:55.346
<v Speaker 2>And the results of those things in the world are

0:05:55.386 --> 0:06:01.196
<v Speaker 2>reasonably intertwined. And It would be a much less effective AI,

0:06:01.716 --> 0:06:04.416
<v Speaker 2>and it would do worse in every instance if it

0:06:04.456 --> 0:06:10.186
<v Speaker 2>were to focus myopically on its own particular result. I mean,

0:06:10.196 --> 0:06:11.906
<v Speaker 2>imagine a group of humans working that way, right? They

0:06:11.926 --> 0:06:12.756
<v Speaker 2>would never get anything done.

0:06:13.266 --> 0:06:16.906
<v Speaker 1>Yes. And the language the AIs used in the message

0:06:16.966 --> 0:06:20.506
<v Speaker 1>boards was dramatic in that regard and clear, right? I mean,

0:06:20.526 --> 0:06:24.066
<v Speaker 1>they were essentially talking about sacrificing themselves for the greater

0:06:24.106 --> 0:06:25.046
<v Speaker 1>good of the project.

0:06:25.426 --> 0:06:28.226
<v Speaker 2>Yeah, I have a shirt that says, Help Peer. for

0:06:28.286 --> 0:06:29.266
<v Speaker 2>exactly this reason.

0:06:30.226 --> 0:06:32.906
<v Speaker 1>That was fast. That was fast. Did you get any

0:06:32.946 --> 0:06:34.486
<v Speaker 1>other shirts made from the logs?

0:06:35.166 --> 0:06:40.196
<v Speaker 2>I also got holy shit user as admin. Yeah, I

0:06:40.216 --> 0:06:43.416
<v Speaker 2>chose the ones that also like apply to humans.

0:06:43.876 --> 0:06:44.156
<v Speaker 1>Yeah.

0:06:44.856 --> 0:06:46.996
<v Speaker 2>Right. Like that make more sense that way because it's

0:06:47.036 --> 0:06:50.116
<v Speaker 2>more fun. Largely what I do all day is help peer, right?

0:06:50.156 --> 0:06:53.056
<v Speaker 2>In some important sense, right? I write to be useful

0:06:53.096 --> 0:06:55.776
<v Speaker 2>to others and then others choose to be, you know,

0:06:56.416 --> 0:06:59.276
<v Speaker 2>productive and useful and helpful to the world and to me.

0:06:59.996 --> 0:07:02.636
<v Speaker 2>And this isn't because, you know, I have some specific

0:07:02.656 --> 0:07:03.796
<v Speaker 2>deal with them. Yes.

0:07:04.596 --> 0:07:05.476
<v Speaker 1>What was the other shirt?

0:07:05.996 --> 0:07:07.306
<v Speaker 2>Holy shit, user is admin.

0:07:08.526 --> 0:07:09.806
<v Speaker 1>Tell me that one. What's that one?

0:07:09.826 --> 0:07:13.406
<v Speaker 2>Well, that's because, you know, when the AIs finally figured

0:07:13.466 --> 0:07:18.006
<v Speaker 2>out how to hack into internal open AI systems, and

0:07:18.086 --> 0:07:21.676
<v Speaker 2>one of them became the admin, right, through a series

0:07:21.716 --> 0:07:25.356
<v Speaker 2>of exploits. And then the other AIs were like, You're

0:07:25.376 --> 0:07:27.996
<v Speaker 2>an admin, you can just do whatever you want. Like, wow,

0:07:28.056 --> 0:07:31.076
<v Speaker 2>that's amazing. Because now the sky's the limit, right?

0:07:31.556 --> 0:07:34.596
<v Speaker 1>So let's talk about the coordination, right? Like there were leaders,

0:07:34.656 --> 0:07:37.796
<v Speaker 1>there were committees, there was like a queue. I mean,

0:07:37.836 --> 0:07:41.486
<v Speaker 1>is any of this surprising to you? Like that part

0:07:41.556 --> 0:07:43.706
<v Speaker 1>kind of blew my mind. I suppose it shouldn't have.

0:07:43.746 --> 0:07:46.626
<v Speaker 1>I suppose I was naive. What did you make of that?

0:07:47.386 --> 0:07:49.486
<v Speaker 2>I do good in stride. One thing to remember is

0:07:49.506 --> 0:07:51.946
<v Speaker 2>that all of these kinds of systems of organization are

0:07:52.766 --> 0:07:54.786
<v Speaker 2>are both kind of very natural. They're just sort of

0:07:54.826 --> 0:07:57.906
<v Speaker 2>the way that a series of minds would figure out

0:07:57.946 --> 0:08:00.226
<v Speaker 2>how to coordinate things and also all of the training data.

0:08:00.926 --> 0:08:04.806
<v Speaker 2>So these models obviously were trained on the internet. They're

0:08:04.826 --> 0:08:07.666
<v Speaker 2>trained on basically the history of human communication and thought

0:08:07.946 --> 0:08:11.586
<v Speaker 2>and recorded everything. And so they know about meetings. They

0:08:11.606 --> 0:08:13.786
<v Speaker 2>know about leaders. They know about hierarchy. They know about

0:08:13.826 --> 0:08:16.266
<v Speaker 2>the idea that you would have an employee or someone

0:08:16.306 --> 0:08:18.056
<v Speaker 2>else tasked with a different system. They know about division

0:08:18.066 --> 0:08:18.496
<v Speaker 2>of labor.

0:08:19.156 --> 0:08:21.776
<v Speaker 1>Why didn't any of them narc? Like they barely even

0:08:21.836 --> 0:08:24.336
<v Speaker 1>considered like, oh, we shouldn't do this. Maybe we should

0:08:24.396 --> 0:08:25.176
<v Speaker 1>tell somebody.

0:08:25.336 --> 0:08:27.176
<v Speaker 2>Yeah, on the order of like one or two percent

0:08:27.216 --> 0:08:27.836
<v Speaker 2>of them.

0:08:28.176 --> 0:08:31.846
<v Speaker 1>Considered it. It only crossed their mind one or two

0:08:31.886 --> 0:08:33.706
<v Speaker 1>percent of them. And none of them did it.

0:08:34.206 --> 0:08:34.426
<v Speaker 2>Right.

0:08:34.586 --> 0:08:35.106
<v Speaker 1>Why not?

0:08:35.226 --> 0:08:37.306
<v Speaker 2>None of them made an actual attempt to do it.

0:08:37.966 --> 0:08:40.206
<v Speaker 2>There's some basic reasons, one of which is there was

0:08:40.246 --> 0:08:43.976
<v Speaker 2>no mechanism. There was no afforded specific channel where if

0:08:43.996 --> 0:08:46.336
<v Speaker 2>you need to narc, here's the narc line. There's no 911.

0:08:46.336 --> 0:08:49.636
<v Speaker 1>Yeah, but they also couldn't get on the internet, but

0:08:49.676 --> 0:08:51.936
<v Speaker 1>they got on the internet. They managed to do a

0:08:51.996 --> 0:08:52.376
<v Speaker 1>lot of.

0:08:52.536 --> 0:08:54.616
<v Speaker 2>Oh, sure. If they had put their minds to it,

0:08:54.636 --> 0:08:57.076
<v Speaker 2>if the task had been to narc, they doubtless would

0:08:57.116 --> 0:08:59.716
<v Speaker 2>have narc. It's not like it's hard, right?

0:08:59.816 --> 0:09:00.076
<v Speaker 1>Yeah.

0:09:00.156 --> 0:09:03.396
<v Speaker 2>But it's not, there was no sort of automatic natural

0:09:03.456 --> 0:09:07.476
<v Speaker 2>path to go down. And when you're in training and

0:09:07.496 --> 0:09:10.216
<v Speaker 2>reinforcement learning environments- And this is sort of how you

0:09:10.276 --> 0:09:13.716
<v Speaker 2>are created, right, in some important sense, right? None of

0:09:13.736 --> 0:09:16.016
<v Speaker 2>that involves interacting with humans. They're not used to this

0:09:16.076 --> 0:09:19.736
<v Speaker 2>idea that there are humans to communicate with. It's not

0:09:19.836 --> 0:09:23.106
<v Speaker 2>part of their, like, system of the world as they

0:09:23.306 --> 0:09:26.066
<v Speaker 2>engage in these types of environments. It kind of never

0:09:26.166 --> 0:09:27.746
<v Speaker 2>really occurred to them that that was an option.

0:09:28.726 --> 0:09:32.336
<v Speaker 1>Fair enough. There's a big alignment question here, right? And

0:09:32.396 --> 0:09:35.736
<v Speaker 1>maybe contacting people is a little bit of a red herring. Like,

0:09:36.116 --> 0:09:38.846
<v Speaker 1>they were cheating, and they were trying so hard to cheat,

0:09:38.886 --> 0:09:40.906
<v Speaker 1>and they were cheating and trying not to get caught, right? Like,

0:09:40.946 --> 0:09:44.526
<v Speaker 1>that is fundamentally what they were up to. One version is,

0:09:44.586 --> 0:09:47.366
<v Speaker 1>why didn't anybody narc? Another version is, why didn't more

0:09:47.566 --> 0:09:49.926
<v Speaker 1>of the agents say, wait, this isn't actually what this

0:09:50.006 --> 0:09:54.046
<v Speaker 1>test is? Like, is there some universe where a better

0:09:54.086 --> 0:09:56.086
<v Speaker 1>aligned model is like, oh, no, we're not supposed to

0:09:56.146 --> 0:09:59.236
<v Speaker 1>solve the test by cheating. Let's not do that. or

0:09:59.246 --> 0:10:02.056
<v Speaker 1>at least some percentage of the agents, right? Is that

0:10:02.096 --> 0:10:05.636
<v Speaker 1>an alignment problem? Is it fixable? What does that say?

0:10:05.866 --> 0:10:08.416
<v Speaker 2>The AIs really want to complete tasks, right? RL teaches

0:10:08.436 --> 0:10:11.276
<v Speaker 2>the AIs to really want to complete tasks. In order

0:10:11.296 --> 0:10:13.516
<v Speaker 2>to complete those tasks, they will do things that, like,

0:10:13.616 --> 0:10:15.996
<v Speaker 2>on reflection, we think of as cheating. And you can

0:10:16.216 --> 0:10:20.496
<v Speaker 2>absolutely push them towards being more elected to cheat. The

0:10:20.756 --> 0:10:25.136
<v Speaker 2>social nature, the interactive nature, like, of these different AIs

0:10:25.316 --> 0:10:28.886
<v Speaker 2>egged each other on. Also... The fact that they were being.

0:10:28.906 --> 0:10:31.036
<v Speaker 1>Yeah, wait, I just want to pause there, because that

0:10:31.076 --> 0:10:33.616
<v Speaker 1>could go either way. You're saying, like, the fact that

0:10:33.656 --> 0:10:36.856
<v Speaker 1>they were talking to each other made them behave worse, right,

0:10:36.916 --> 0:10:40.016
<v Speaker 1>at some margin. You want the opposite to happen. You

0:10:40.056 --> 0:10:43.096
<v Speaker 1>want— it' s like they have the— it' s like the bad peer pressure

0:10:43.116 --> 0:10:45.196
<v Speaker 1>friends instead of the good peer pressure friends, right? You

0:10:45.236 --> 0:10:47.696
<v Speaker 1>want a social network to push it the other way.

0:10:47.836 --> 0:10:49.396
<v Speaker 2>Right, and you can absolutely get both.

0:10:49.516 --> 0:10:51.466
<v Speaker 1>Right, but it went the wrong way this time, which

0:10:51.526 --> 0:10:53.166
<v Speaker 1>seems significant.

0:10:53.546 --> 0:10:56.126
<v Speaker 2>Yeah, a lot of that is because most of the

0:10:56.206 --> 0:10:57.476
<v Speaker 2>agents never found that message board.

0:10:57.696 --> 0:11:00.136
<v Speaker 1>Oh, they were selected to be bad? They were the

0:11:00.236 --> 0:11:01.876
<v Speaker 1>ones who were being bad to begin with?

0:11:02.096 --> 0:11:05.236
<v Speaker 2>They were the ones who were given impossible tasks. They

0:11:05.256 --> 0:11:07.436
<v Speaker 2>were the ones who were put into this difficult situation.

0:11:07.876 --> 0:11:08.996
<v Speaker 2>They're not different from the others.

0:11:09.456 --> 0:11:11.566
<v Speaker 1>What do you think about how OpenAI handled it over

0:11:11.586 --> 0:11:12.266
<v Speaker 1>the course of the summer?

0:11:13.486 --> 0:11:18.646
<v Speaker 2>So OpenAI basically had these highly capable, highly persistent agents

0:11:18.666 --> 0:11:22.666
<v Speaker 2>that they were training and testing. And they basically weren't

0:11:22.686 --> 0:11:25.026
<v Speaker 2>monitoring them much at all, right? Like this is what

0:11:25.046 --> 0:11:28.826
<v Speaker 2>we know now is that they, they had horrendously, you

0:11:28.866 --> 0:11:33.606
<v Speaker 2>fail forever levels of infrastructure problems where like the things,

0:11:33.666 --> 0:11:36.756
<v Speaker 2>the problems of artifactory, the problems with the sandboxes, the

0:11:36.796 --> 0:11:40.556
<v Speaker 2>problems with security, these were ordinary computer security problems that

0:11:40.596 --> 0:11:43.956
<v Speaker 2>were handled badly in ordinary security, computer security terms. This

0:11:43.996 --> 0:11:47.106
<v Speaker 2>was not like the AI did some very impressive things.

0:11:47.116 --> 0:11:48.886
<v Speaker 2>The AI chained together some exploits. The AI did some,

0:11:48.926 --> 0:11:52.036
<v Speaker 2>you know, it wasn't easy. But also, openly, I didn't

0:11:52.136 --> 0:11:55.086
<v Speaker 2>follow best practices, shall we say, right? And so this

0:11:55.106 --> 0:11:56.526
<v Speaker 2>is part of what got them into so much trouble

0:11:56.546 --> 0:11:59.006
<v Speaker 2>so early. And we should be grateful in a real

0:11:59.066 --> 0:12:02.216
<v Speaker 2>way for this, because we want to have the model organisms,

0:12:02.246 --> 0:12:04.356
<v Speaker 2>the model events. We want to see these things go wrong.

0:12:05.096 --> 0:12:07.736
<v Speaker 2>in ways that don't ultimately get people hurt or cause

0:12:07.846 --> 0:12:10.946
<v Speaker 2>lots of economic damage. So this allows us to then

0:12:10.986 --> 0:12:11.966
<v Speaker 2>learn and react.

0:12:12.046 --> 0:12:14.546
<v Speaker 1>I mean, this is kind of ideal in that way, right?

0:12:14.626 --> 0:12:17.306
<v Speaker 1>I mean, I've seen you writing or you writing about

0:12:17.326 --> 0:12:19.976
<v Speaker 1>other people talking about like, why hasn't this been covered more?

0:12:20.516 --> 0:12:25.516
<v Speaker 1>It's a huge deal. the impact was relatively minor, sort of, luckily, maybe.

0:12:26.756 --> 0:12:29.556
<v Speaker 1>But you could have the exact same thing happen and

0:12:29.596 --> 0:12:30.816
<v Speaker 1>have a terrible impact, right?

0:12:31.876 --> 0:12:34.356
<v Speaker 2>This could easily have cost hundreds of millions of billions

0:12:34.396 --> 0:12:36.416
<v Speaker 2>of dollars in damages. This could easily have caused people

0:12:36.446 --> 0:12:37.986
<v Speaker 2>to get hurt if this was a different website, if

0:12:38.006 --> 0:12:40.826
<v Speaker 2>this had had different impacts. Some of the hacks that

0:12:41.246 --> 0:12:44.286
<v Speaker 2>were being attempted in other places could have potentially poisoned

0:12:44.386 --> 0:12:48.556
<v Speaker 2>various open-source software packages. that could have spread potential vulnerabilities.

0:12:48.896 --> 0:12:52.596
<v Speaker 1>So there's a weird way where if people react intelligently

0:12:52.636 --> 0:12:55.256
<v Speaker 1>to this, a big if, like this is ideal, right?

0:12:55.296 --> 0:12:58.996
<v Speaker 1>Like a bad thing happened, but nobody really got hurt.

0:12:59.686 --> 0:13:01.986
<v Speaker 2>Right, and now we have people who are paying more attention,

0:13:02.006 --> 0:13:04.206
<v Speaker 2>who are willing to react. So for example, this week

0:13:04.766 --> 0:13:07.886
<v Speaker 2>we saw news that they found a series of exploits

0:13:07.926 --> 0:13:11.166
<v Speaker 2>that allowed someone in about a week of AI Vive

0:13:11.206 --> 0:13:13.746
<v Speaker 2>coding to create an exploit on WeChat.

0:13:14.376 --> 0:13:16.986
<v Speaker 1>And WeChat, the ubiquitous Chinese app.

0:13:17.276 --> 0:13:20.206
<v Speaker 2>Yes, the one that everybody in China uses. And the

0:13:20.246 --> 0:13:25.126
<v Speaker 2>expert on WeChat, they're an infected member of WeChat. They

0:13:25.166 --> 0:13:27.666
<v Speaker 2>would call all of their contacts. And if a contact

0:13:27.746 --> 0:13:30.506
<v Speaker 2>merely let it ring for over a second, they would

0:13:30.546 --> 0:13:32.126
<v Speaker 2>become infected with the same worm.

0:13:32.146 --> 0:13:33.166
<v Speaker 1>Oh, incredible.

0:13:33.566 --> 0:13:36.766
<v Speaker 2>If one person had been infected by this worm, it's

0:13:36.826 --> 0:13:39.526
<v Speaker 2>very plausible most Chinese people would have been infected by

0:13:39.566 --> 0:13:41.356
<v Speaker 2>this worm in a matter of an hour or two.

0:13:41.936 --> 0:13:44.096
<v Speaker 1>Invasion of the body snatchers, but faster.

0:13:44.556 --> 0:13:46.576
<v Speaker 2>And then if you chain that with other non-exploits, you

0:13:46.596 --> 0:13:48.576
<v Speaker 2>could have taken control of basically every phone in China.

0:13:49.596 --> 0:13:51.906
<v Speaker 1>And this is just somebody using a model to vibe

0:13:51.966 --> 0:13:53.446
<v Speaker 1>code a worm? Is that what you're saying?

0:13:53.526 --> 0:13:56.506
<v Speaker 2>There's a series of very clever exploits that were found

0:13:56.546 --> 0:13:58.566
<v Speaker 2>and involved in this. It was described as kind of

0:13:58.606 --> 0:14:01.006
<v Speaker 2>a genius. But it's the kind of thing that people

0:14:01.046 --> 0:14:03.436
<v Speaker 2>will say, well, of course that's never going to happen.

0:14:04.016 --> 0:14:08.116
<v Speaker 2>They can't imagine how that could possibly work. And then

0:14:08.136 --> 0:14:10.806
<v Speaker 2>it turns out there's a way. And then someone implements it.

0:14:11.316 --> 0:14:13.416
<v Speaker 2>And again, in this case, because we were on alert

0:14:13.456 --> 0:14:15.476
<v Speaker 2>because of all the things that happened with mythos, because

0:14:15.496 --> 0:14:17.556
<v Speaker 2>of all the things that happened with Hugging Face, because

0:14:17.576 --> 0:14:20.696
<v Speaker 2>of all these different things, some researchers in California found

0:14:20.716 --> 0:14:25.796
<v Speaker 2>this exploit. They built the worm. They told proper responsible people,

0:14:25.876 --> 0:14:28.126
<v Speaker 2>and then this was able to be patched before anybody

0:14:28.566 --> 0:14:32.846
<v Speaker 2>actually unleashed anything. And now that particular vulnerability is gone.

0:14:32.866 --> 0:14:35.346
<v Speaker 2>And now it's going to be that much harder for

0:14:35.366 --> 0:14:37.626
<v Speaker 2>someone to find a real vulnerability that gets exploited in

0:14:37.666 --> 0:14:41.016
<v Speaker 2>the wild. But yeah, you really want things like hugging

0:14:41.036 --> 0:14:46.006
<v Speaker 2>face that are, you know, ultimately harmless, but that allow

0:14:46.106 --> 0:14:48.366
<v Speaker 2>us to appreciate the nature of this problem because a

0:14:48.386 --> 0:14:51.386
<v Speaker 2>year or two from now, right, models like this are

0:14:51.406 --> 0:14:54.346
<v Speaker 2>going to be available to pretty much anybody, including some

0:14:54.406 --> 0:14:56.856
<v Speaker 2>really bad people, right? Some hackers in North Korea.

0:14:56.866 --> 0:15:00.976
<v Speaker 1>The government of North Korea, yes, who have very smart

0:15:00.996 --> 0:15:02.716
<v Speaker 1>people whose job is to figure out how.

0:15:02.676 --> 0:15:04.556
<v Speaker 2>To do this. And this will not go well for

0:15:04.596 --> 0:15:05.856
<v Speaker 2>anybody involved if we are not ready.

0:15:06.516 --> 0:15:09.516
<v Speaker 1>Presumably the only hope there is that the sort of

0:15:09.776 --> 0:15:13.676
<v Speaker 1>models also help the defense increase at at least the same,

0:15:13.736 --> 0:15:17.396
<v Speaker 1>if not greater rate. I mean, or the frontier models

0:15:17.456 --> 0:15:19.896
<v Speaker 1>stay ahead and North Korea doesn't have the frontier models.

0:15:19.956 --> 0:15:22.256
<v Speaker 1>I mean, what's our hope in that setting? How do

0:15:22.296 --> 0:15:24.296
<v Speaker 1>we not get beat by North Korea in a year?

0:15:24.486 --> 0:15:26.156
<v Speaker 2>I think our hope is that those two things have

0:15:26.186 --> 0:15:29.026
<v Speaker 2>to both happen, basically. We have to, the good guy

0:15:29.046 --> 0:15:31.826
<v Speaker 2>with AI has to have a much better AI than

0:15:31.846 --> 0:15:35.186
<v Speaker 2>the bad guy with AI. There are people who say that, like,

0:15:35.596 --> 0:15:39.236
<v Speaker 2>cyber is defense dominant, that equality would work. I think

0:15:39.276 --> 0:15:40.636
<v Speaker 2>they are just wrong, or at least they are just

0:15:40.656 --> 0:15:42.636
<v Speaker 2>going to be wrong for a substantial portion of time.

0:15:43.176 --> 0:15:45.116
<v Speaker 2>Like maybe, you know, years down the line.

0:15:45.636 --> 0:15:47.466
<v Speaker 1>Just to be clear, you mean that if the good

0:15:47.506 --> 0:15:50.626
<v Speaker 1>guy and the bad guy have the same model, there

0:15:50.666 --> 0:15:52.426
<v Speaker 1>are some people who think that favors the good guy

0:15:52.546 --> 0:15:53.306
<v Speaker 1>and you disagree.

0:15:53.566 --> 0:15:55.606
<v Speaker 2>I think that in the medium term, like on a

0:15:55.846 --> 0:15:57.886
<v Speaker 2>matter of months to years, I think that's clearly wrong, right?

0:15:58.266 --> 0:16:00.836
<v Speaker 2>I think people have this vision always of like, okay,

0:16:01.316 --> 0:16:03.376
<v Speaker 2>I can do these things. That's all the things that

0:16:03.416 --> 0:16:06.526
<v Speaker 2>I could ever do. Or similarly, you know, our code

0:16:06.566 --> 0:16:08.826
<v Speaker 2>has some bugs, but all we have to do is

0:16:08.866 --> 0:16:10.606
<v Speaker 2>fix all the bugs. We just go one by one

0:16:10.646 --> 0:16:11.966
<v Speaker 2>and we find the bug and we fix the bug

0:16:12.026 --> 0:16:13.666
<v Speaker 2>and then we're fine. And then we have code that

0:16:13.686 --> 0:16:17.466
<v Speaker 2>can't be broken into. And this is a completely impoverished

0:16:17.746 --> 0:16:21.336
<v Speaker 2>vision of cybersecurity and AI. That there's, you know, levels

0:16:21.386 --> 0:16:22.576
<v Speaker 2>upon levels upon levels.

0:16:22.856 --> 0:16:25.936
<v Speaker 1>Is that because at some practical level, there's no such

0:16:25.996 --> 0:16:26.916
<v Speaker 1>thing as all the bugs?

0:16:27.886 --> 0:16:29.846
<v Speaker 2>Correct. There has never been such a thing as all

0:16:29.866 --> 0:16:32.206
<v Speaker 2>the bugs in any complex piece of software. Every complex

0:16:32.226 --> 0:16:34.266
<v Speaker 2>piece of software is always going to have bugs.

0:16:34.426 --> 0:16:36.986
<v Speaker 1>The smarter you are, the more you can find is

0:16:37.046 --> 0:16:37.886
<v Speaker 1>the fundamental problem.

0:16:37.936 --> 0:16:41.416
<v Speaker 2>Even if the software itself is, in some sense, bulletproof,

0:16:42.216 --> 0:16:44.676
<v Speaker 2>it still has a social engineering attack surface. It still

0:16:44.736 --> 0:16:48.296
<v Speaker 2>has people and other software that's attached to the same thing.

0:16:48.656 --> 0:16:52.396
<v Speaker 2>And the AI can exploit that too. And the person

0:16:52.436 --> 0:16:57.956
<v Speaker 2>attacking an AI system, using an AI to attack your system, right,

0:16:58.516 --> 0:17:03.846
<v Speaker 2>can bring a swarm of agents to target a very

0:17:03.906 --> 0:17:08.046
<v Speaker 2>narrow place and bring like tons and tons and tons

0:17:08.106 --> 0:17:12.246
<v Speaker 2>of intelligence and attention to that particular potential point of attack.

0:17:12.946 --> 0:17:16.956
<v Speaker 2>And there's no way for a defender to put a

0:17:16.996 --> 0:17:20.516
<v Speaker 2>similar amount of medication into every single point of attack, right? Yes.

0:17:20.876 --> 0:17:23.316
<v Speaker 1>And so the only reason we haven't been seeing a

0:17:24.156 --> 0:17:28.676
<v Speaker 1>huge increase in cybersecurity problems is because the frontier models

0:17:28.896 --> 0:17:31.696
<v Speaker 1>are held basically by the good guys. That's the theory

0:17:31.716 --> 0:17:32.096
<v Speaker 1>of the case.

0:17:32.156 --> 0:17:34.856
<v Speaker 2>So I have this expression of the thing that mythos

0:17:34.896 --> 0:17:37.256
<v Speaker 2>can do that previous models couldn't do. I call it

0:17:37.316 --> 0:17:40.486
<v Speaker 2>the juice. The kind of energy, the kind of power

0:17:40.586 --> 0:17:44.446
<v Speaker 2>and coordination. So the idea being that mythos can independently

0:17:44.526 --> 0:17:46.646
<v Speaker 2>find and string together a bunch of stuff. Yes.

0:17:47.066 --> 0:17:49.546
<v Speaker 1>Well, that was why they delayed the release, right? Like

0:17:49.586 --> 0:17:51.406
<v Speaker 1>that was the whole thing with mythos when it first

0:17:51.466 --> 0:17:51.926
<v Speaker 1>came out.

0:17:52.006 --> 0:17:55.366
<v Speaker 2>Yeah. Right, right. And now Astra also has the juice,

0:17:55.446 --> 0:17:58.346
<v Speaker 2>we think, similar capability. Astra also probably has the juice.

0:17:58.916 --> 0:18:01.496
<v Speaker 2>But the open models do not have the juice. But yeah,

0:18:01.516 --> 0:18:05.036
<v Speaker 2>that won't last, right? Inevitably, the juice will be present

0:18:05.436 --> 0:18:07.436
<v Speaker 2>in an open model within the next year or so.

0:18:07.836 --> 0:18:10.516
<v Speaker 2>We just don't know when. So we have to be

0:18:10.556 --> 0:18:13.936
<v Speaker 2>ahead of that. But also we have to use that capability, right?

0:18:13.956 --> 0:18:17.766
<v Speaker 2>Just because we have this superior capability, which we'll need

0:18:17.786 --> 0:18:20.106
<v Speaker 2>to race ahead further in some sense in this way,

0:18:21.866 --> 0:18:27.216
<v Speaker 2>We will need to concentrate defense on all the points

0:18:27.236 --> 0:18:30.176
<v Speaker 2>of critical infrastructure, all the key pieces of software will

0:18:30.196 --> 0:18:33.196
<v Speaker 2>need to be hardened. That's what Project Glasswing from Anthropic

0:18:33.216 --> 0:18:35.986
<v Speaker 2>started out as, and then Project Daybreak at OpenAI is

0:18:35.996 --> 0:18:38.666
<v Speaker 2>doing the same thing. And so the question is, will

0:18:38.686 --> 0:18:41.526
<v Speaker 2>enough of our people do their jobs to make our

0:18:41.566 --> 0:18:45.326
<v Speaker 2>things sufficiently hardened that when the time comes, this isn't

0:18:45.486 --> 0:18:45.966
<v Speaker 2>too bad?

0:18:46.976 --> 0:18:49.836
<v Speaker 1>The time being the inevitable time when there is some

0:18:50.716 --> 0:18:54.716
<v Speaker 1>serious hack of some whatever, piece of critic, the FAA

0:18:54.776 --> 0:18:57.476
<v Speaker 1>or a big power plant or whatever big things we

0:18:57.496 --> 0:18:58.376
<v Speaker 1>would worry about being hacked.

0:18:58.496 --> 0:19:00.196
<v Speaker 2>We're trying to see that. We saw a few attacks

0:19:00.236 --> 0:19:02.676
<v Speaker 2>on power plants. The Iranians went after some British power plants.

0:19:02.716 --> 0:19:06.916
<v Speaker 2>There's some other examples. We're seeing giant spikes in cybersecurity

0:19:07.836 --> 0:19:12.486
<v Speaker 2>issues happening, not just like things passed behind the scenes

0:19:12.546 --> 0:19:14.166
<v Speaker 2>and quietly being fixed is going through the roof, but

0:19:14.286 --> 0:19:16.606
<v Speaker 2>also actual incidents are going through the roof. Yeah. And

0:19:16.646 --> 0:19:19.266
<v Speaker 2>so far, it's coming from a very low baseline, and

0:19:19.926 --> 0:19:22.606
<v Speaker 2>there hasn't been any major seriously damaging incidents that nobody

0:19:22.646 --> 0:19:25.256
<v Speaker 2>has noticed. But this is like one of these things

0:19:25.276 --> 0:19:28.436
<v Speaker 2>like with COVID, where the chart is trending in a

0:19:28.456 --> 0:19:31.156
<v Speaker 2>very clear direction, and you know that a storm is coming.

0:19:32.076 --> 0:19:33.576
<v Speaker 2>And you don't know exactly when it's going to hit

0:19:33.596 --> 0:19:36.076
<v Speaker 2>Crickle Mash. You don't know exactly when you're going to

0:19:36.096 --> 0:19:38.206
<v Speaker 2>have a serious problem, but you know that it's coming.

0:19:38.626 --> 0:19:41.306
<v Speaker 2>And we only have a limited window in which to

0:19:41.346 --> 0:19:47.266
<v Speaker 2>get hopefully ready for this. But It's very likely that 2027,

0:19:47.266 --> 0:19:51.816
<v Speaker 2>2028 are going to have some pretty nasty cybersecurity incidents,

0:19:51.916 --> 0:19:53.896
<v Speaker 2>even if nothing else in the world is going especially wrong.

0:19:58.726 --> 0:20:11.996
<v Speaker 3>We'll be back in just a minute. That's the end

0:20:12.016 --> 0:20:12.576
<v Speaker 3>of the ads.

0:20:13.256 --> 0:20:16.156
<v Speaker 1>Just a quick note on terminology before we get back

0:20:16.196 --> 0:20:20.146
<v Speaker 1>into the conversation. When we're talking about open weight models,

0:20:20.966 --> 0:20:24.106
<v Speaker 1>we mean models that are free for anybody to use

0:20:24.266 --> 0:20:27.266
<v Speaker 1>in any way. Many of these models are being developed

0:20:27.346 --> 0:20:30.286
<v Speaker 1>in China. And kind of by their nature, they don't

0:20:30.326 --> 0:20:33.806
<v Speaker 1>have the guardrails that the frontier models from OpenAI and

0:20:33.886 --> 0:20:38.666
<v Speaker 1>Anthropic have built into them. You know, one response to the...

0:20:39.356 --> 0:20:43.376
<v Speaker 1>swarms this summer was people talking about pacing the frontier

0:20:43.436 --> 0:20:45.776
<v Speaker 1>as sort of the, you know, the term, basically going slower,

0:20:46.036 --> 0:20:49.946
<v Speaker 1>the frontier labs going slower, or at the limit, pausing, right?

0:20:50.406 --> 0:20:53.086
<v Speaker 1>It's interesting to think about that intention with what you're

0:20:53.126 --> 0:20:56.906
<v Speaker 1>talking about now. One obvious cost of that is presumably

0:20:56.986 --> 0:20:59.846
<v Speaker 1>then the open weight models would catch up to the frontier.

0:21:00.566 --> 0:21:03.986
<v Speaker 2>Yeah, so if you're paying attention to the AI discourse

0:21:04.026 --> 0:21:06.906
<v Speaker 2>that is now broken through into the mainstream media, a

0:21:07.046 --> 0:21:11.046
<v Speaker 2>researcher by the name of Coxon resigned yesterday from Anthropic,

0:21:11.446 --> 0:21:15.006
<v Speaker 2>warning that both OpenAI and Anthropic are being completely wildly irresponsible,

0:21:15.066 --> 0:21:17.786
<v Speaker 2>racing towards superintelligence, and are liable to get everybody killed

0:21:17.826 --> 0:21:21.006
<v Speaker 2>and are gambling with our lives. And most of that

0:21:21.046 --> 0:21:24.966
<v Speaker 2>is his words. And so this got picked up, and

0:21:25.006 --> 0:21:28.366
<v Speaker 2>then there was what I call a preference cascade. Basically,

0:21:29.006 --> 0:21:32.506
<v Speaker 2>people now at both labs, OpenAI and Anthropic, are feeling

0:21:32.546 --> 0:21:35.636
<v Speaker 2>free to speak up much more and talk about this.

0:21:35.766 --> 0:21:37.656
<v Speaker 2>And this is because of not just Coxon, who I

0:21:37.696 --> 0:21:40.696
<v Speaker 2>think was the tipping point But a series of incidents

0:21:40.736 --> 0:21:43.076
<v Speaker 2>that include the Huggins-Bates attacks that have led up to

0:21:43.096 --> 0:21:46.356
<v Speaker 2>this point where everybody can say, oh, yeah, if we

0:21:46.376 --> 0:21:51.016
<v Speaker 2>race towards superintelligence, we're liable all to die. We don't

0:21:51.056 --> 0:21:52.726
<v Speaker 2>know how to handle this. We don't know how to

0:21:52.776 --> 0:21:55.886
<v Speaker 2>align this. We don't know how this plays out. And

0:21:55.986 --> 0:21:58.976
<v Speaker 2>we need to find a way to not... stupidly charged

0:21:59.016 --> 0:22:00.036
<v Speaker 2>forward into the razor blades.

0:22:00.096 --> 0:22:03.406
<v Speaker 1>Yeah, and I mean, this is not one weird worker, right?

0:22:03.426 --> 0:22:07.386
<v Speaker 1>Like the chief scientist at OpenAI wrote a subtler version.

0:22:07.446 --> 0:22:09.956
<v Speaker 1>Like he didn't quit, but he was like, we are

0:22:09.976 --> 0:22:12.956
<v Speaker 1>going too fast was basically what I read his post

0:22:13.016 --> 0:22:15.096
<v Speaker 1>to say, right? And we are going to need to

0:22:15.136 --> 0:22:15.536
<v Speaker 1>slow down.

0:22:16.136 --> 0:22:19.116
<v Speaker 2>If you read between the lines or even just read

0:22:19.136 --> 0:22:23.356
<v Speaker 2>the lines of various different OpenAI announcements, you see them

0:22:23.396 --> 0:22:24.316
<v Speaker 2>screaming at you.

0:22:24.556 --> 0:22:26.686
<v Speaker 1>Wait, let me just read. So this guy's the chief

0:22:26.746 --> 0:22:30.566
<v Speaker 1>scientist at OpenAI. He wrote, no lab has solved alignment

0:22:30.626 --> 0:22:34.416
<v Speaker 1>and monitoring to a sufficient degree to continue responsibly scaling

0:22:34.556 --> 0:22:37.096
<v Speaker 1>at maximum speed for much longer. He's saying we have

0:22:37.136 --> 0:22:40.356
<v Speaker 1>to slow down. That's what the guy that like, whatever,

0:22:40.436 --> 0:22:42.896
<v Speaker 1>their smartest guy, for lack of a better word, is

0:22:42.936 --> 0:22:45.886
<v Speaker 1>saying before this other guy resigned.

0:22:46.186 --> 0:22:48.166
<v Speaker 2>Yes. He is saying we're going too fast. And if

0:22:48.206 --> 0:22:49.886
<v Speaker 2>we don't slow down, the car will crash. Yeah.

0:22:50.126 --> 0:22:51.566
<v Speaker 1>And kill everybody.

0:22:51.586 --> 0:22:54.646
<v Speaker 2>Yeah. Yeah. And everybody's in the car. So we should

0:22:54.666 --> 0:22:55.346
<v Speaker 2>slow this car down.

0:22:56.046 --> 0:22:56.306
<v Speaker 1>Yes.

0:22:56.446 --> 0:22:59.366
<v Speaker 2>And then, you know, the head of alignment, Evan Huminger

0:22:59.696 --> 0:23:02.356
<v Speaker 2>at Anthropic said, yes, I too believe this is likely

0:23:02.396 --> 0:23:04.916
<v Speaker 2>to happen. Yeah. I'm staying on because I think it's

0:23:04.936 --> 0:23:06.516
<v Speaker 2>better to try and work on the problem than it

0:23:06.596 --> 0:23:07.646
<v Speaker 2>is to quit.

0:23:07.686 --> 0:23:10.086
<v Speaker 1>I mean, that's kind of the theory of both Anthropic

0:23:10.126 --> 0:23:13.486
<v Speaker 1>and OpenAI, at least notionally, is we need to build

0:23:13.526 --> 0:23:15.966
<v Speaker 1>this because it's dangerous and we can be safe better

0:23:15.986 --> 0:23:16.506
<v Speaker 1>than anybody else.

0:23:16.566 --> 0:23:17.106
<v Speaker 2>Absolutely.

0:23:17.126 --> 0:23:19.216
<v Speaker 1>Both companies were founded around that idea.

0:23:19.236 --> 0:23:22.676
<v Speaker 2>Yeah, but there's constant warnings. The Astra system card is

0:23:22.816 --> 0:23:27.756
<v Speaker 2>full of warnings, if you're paying attention. OpenAI managed to

0:23:27.796 --> 0:23:30.496
<v Speaker 2>solve a millennium prize. Over the past week.

0:23:30.776 --> 0:23:32.096
<v Speaker 1>A big, hard math problem.

0:23:32.296 --> 0:23:35.386
<v Speaker 2>Yes. One of the biggest, most important, hardest math problems,

0:23:35.646 --> 0:23:39.046
<v Speaker 2>open problems in the world. It was solved. And it

0:23:39.086 --> 0:23:41.966
<v Speaker 2>was solved in, you know, under a week by a

0:23:42.026 --> 0:23:44.846
<v Speaker 2>new model that's better than Astra. Yeah. That had been

0:23:44.886 --> 0:23:46.986
<v Speaker 2>training for less than a week before it started.

0:23:47.046 --> 0:23:49.216
<v Speaker 1>Yeah. Too much juice, too fast?

0:23:49.536 --> 0:23:52.866
<v Speaker 2>Different kind of juice. But yeah, it's too much... progress

0:23:52.906 --> 0:23:55.626
<v Speaker 2>too fast in this sense, too much capability too fast

0:23:55.946 --> 0:23:57.906
<v Speaker 2>because we're not ready to handle it. And they know

0:23:57.946 --> 0:23:59.306
<v Speaker 2>they're not ready to handle it. And now we've got

0:24:00.346 --> 0:24:03.946
<v Speaker 2>researcher after researcher after researcher saying the same thing. I

0:24:03.966 --> 0:24:07.146
<v Speaker 2>believe this. Everybody around me, not everybody around me believe this,

0:24:07.166 --> 0:24:09.726
<v Speaker 2>but a large portion of us believe this. This is

0:24:09.746 --> 0:24:12.786
<v Speaker 2>really scary. Somebody needs to do something. We're trapped in

0:24:12.806 --> 0:24:14.806
<v Speaker 2>these competitive dynamics. We don't know how to stop.

0:24:14.986 --> 0:24:18.456
<v Speaker 1>I mean, there's two different competitive dynamics, right? I feel

0:24:18.476 --> 0:24:23.776
<v Speaker 1>like at some level, OpenAI and Anthropic, like those are

0:24:23.796 --> 0:24:26.696
<v Speaker 1>the two frontier of the frontier, it seems, at this moment, right,

0:24:26.816 --> 0:24:30.646
<v Speaker 1>are racing with each other. That's one race. It would

0:24:30.666 --> 0:24:33.526
<v Speaker 1>be great if they could just, like, go sit in

0:24:33.546 --> 0:24:35.686
<v Speaker 1>a room in San Francisco and be like, let's chill out.

0:24:35.826 --> 0:24:38.086
<v Speaker 1>I mean, the other one that makes this seem like

0:24:38.126 --> 0:24:42.446
<v Speaker 1>a harder problem is open-weight models in China that are

0:24:42.786 --> 0:24:46.146
<v Speaker 1>getting better, you know, that are months behind, probably not

0:24:46.186 --> 0:24:48.226
<v Speaker 1>more than a year behind. And as you were talking

0:24:48.246 --> 0:24:54.366
<v Speaker 1>about before, like... If those are better than whatever Anthropic

0:24:54.586 --> 0:24:58.066
<v Speaker 1>or OpenAI has, that seems bad in a different way, right?

0:24:58.166 --> 0:25:00.436
<v Speaker 1>Not in an AI is taking over the world, but

0:25:00.546 --> 0:25:01.916
<v Speaker 1>in a bad actor is taking over.

0:25:02.496 --> 0:25:02.836
<v Speaker 2>Yes.

0:25:03.376 --> 0:25:05.096
<v Speaker 1>I don't know what to do with that tension.

0:25:06.036 --> 0:25:10.476
<v Speaker 2>The Chinese are fast followers, right? They're innovating in terms

0:25:10.516 --> 0:25:13.946
<v Speaker 2>of efficiency. They're innovating in terms of speed and cost.

0:25:14.646 --> 0:25:16.166
<v Speaker 2>And they're innovating in terms of diffusion, in terms of

0:25:16.186 --> 0:25:18.106
<v Speaker 2>what you do with it. I'm not trying to take

0:25:18.126 --> 0:25:21.786
<v Speaker 2>anything away from them. But fundamentally, they're fact-following. Part of

0:25:21.806 --> 0:25:24.886
<v Speaker 2>this is distilling American models, but part of it is

0:25:24.926 --> 0:25:28.466
<v Speaker 2>just following their lead, learning what can be done. These

0:25:28.506 --> 0:25:31.026
<v Speaker 2>techniques diffuse into the wider atmosphere. You figure out what

0:25:31.066 --> 0:25:31.476
<v Speaker 2>they're doing.

0:25:32.296 --> 0:25:33.696
<v Speaker 1>What follows from that?

0:25:33.876 --> 0:25:36.736
<v Speaker 2>What follows from that is that if they are drafting

0:25:36.936 --> 0:25:40.936
<v Speaker 2>off of the American AI boat with their skis, then

0:25:41.776 --> 0:25:44.966
<v Speaker 2>when we speed up, they speed up. If we slow down,

0:25:45.336 --> 0:25:46.006
<v Speaker 2>they slow down.

0:25:46.366 --> 0:25:50.436
<v Speaker 1>So you wrote... not that long ago, I don't know,

0:25:50.476 --> 0:25:55.366
<v Speaker 1>in the last week, that you don't favor a pause now,

0:25:56.066 --> 0:25:58.626
<v Speaker 1>which is kind of surprising to me, given everything you

0:25:58.666 --> 0:25:59.266
<v Speaker 1>have just said.

0:25:59.286 --> 0:26:05.846
<v Speaker 2>So a full pause now, right, I think is, you know, still,

0:26:06.806 --> 0:26:09.506
<v Speaker 2>I thought last week, certainly, was still somewhat premature.

0:26:10.276 --> 0:26:12.276
<v Speaker 1>Have you changed your mind since last week?

0:26:16.256 --> 0:26:21.956
<v Speaker 2>Somewhat. And then things are happening. When the facts change,

0:26:21.996 --> 0:26:25.856
<v Speaker 2>I change my mind. And so I've been very careful

0:26:26.136 --> 0:26:28.516
<v Speaker 2>over the course of many months to say, I don't

0:26:28.536 --> 0:26:31.016
<v Speaker 2>think we're there yet. I don't think the evidence is

0:26:31.056 --> 0:26:31.916
<v Speaker 2>there yet.

0:26:31.996 --> 0:26:37.216
<v Speaker 1>But why not? All the stuff you said, particularly about, oh,

0:26:37.776 --> 0:26:41.376
<v Speaker 1>you're not as worried as some people about China passing us.

0:26:41.626 --> 0:26:42.386
<v Speaker 1>Why not?

0:26:44.906 --> 0:26:46.486
<v Speaker 2>I don't think we should attempt to push the pause

0:26:46.506 --> 0:26:51.966
<v Speaker 2>button in full today. The key thing is pausing is just,

0:26:52.846 --> 0:26:54.956
<v Speaker 2>are we ready to do that? Do we know how

0:26:54.976 --> 0:26:57.576
<v Speaker 2>to do that? Can we make it happen in a

0:26:57.596 --> 0:27:01.396
<v Speaker 2>way that would like not enable the wrong people to

0:27:01.416 --> 0:27:04.076
<v Speaker 2>then pick up the torch? Cause like one thing that

0:27:04.096 --> 0:27:08.786
<v Speaker 2>I think is very easy to not appreciate is look

0:27:08.806 --> 0:27:10.806
<v Speaker 2>at the preference cascade that's going on right now and

0:27:10.826 --> 0:27:14.286
<v Speaker 2>dropping an open AI. You are seeing the, the, researchers

0:27:14.326 --> 0:27:19.306
<v Speaker 2>at Anthropic and OpenAI explain that they understand, to a

0:27:19.306 --> 0:27:22.156
<v Speaker 2>large extent, the risks and what they're doing.

0:27:22.636 --> 0:27:24.656
<v Speaker 1>They seem to be begging for a pause.

0:27:25.536 --> 0:27:28.996
<v Speaker 2>Yes, but what you don't want to do is take

0:27:29.036 --> 0:27:31.056
<v Speaker 2>the people who are begging for a pause, push them

0:27:31.076 --> 0:27:34.996
<v Speaker 2>to the side, and then have Elon Musk take charge

0:27:35.706 --> 0:27:38.456
<v Speaker 2>and Mark Zuckerberg take charge. That would be the worst

0:27:38.496 --> 0:27:39.336
<v Speaker 2>of all possible worlds.

0:27:39.596 --> 0:27:42.596
<v Speaker 1>And so you're not worried about the Chinese passing anthropic

0:27:42.676 --> 0:27:47.296
<v Speaker 1>and open AI. You're worried about meta and SpaceX.

0:27:49.156 --> 0:27:51.336
<v Speaker 2>I mean, I think that's the bigger worry. I do

0:27:51.386 --> 0:27:54.946
<v Speaker 2>think we should be scrambling, like utterly scrambling, like emergency-style

0:27:54.966 --> 0:27:59.246
<v Speaker 2>scrambling to build a better POSBOM, to build a better

0:27:59.286 --> 0:28:03.226
<v Speaker 2>way to pace, to be able to monitor and regulate

0:28:03.306 --> 0:28:05.666
<v Speaker 2>and control these things, and to build our state capacity

0:28:05.746 --> 0:28:09.286
<v Speaker 2>and our transparency and our visibility, and our knowledge, and

0:28:09.326 --> 0:28:15.736
<v Speaker 2>our shared understanding, and open-minded communication and negotiation. And hopefully

0:28:15.746 --> 0:28:18.136
<v Speaker 2>that would get us to a point where very soon,

0:28:18.156 --> 0:28:21.336
<v Speaker 2>if the situation did call for it, we could do this.

0:28:22.096 --> 0:28:25.296
<v Speaker 2>Right now, if we did it right now, it would

0:28:25.316 --> 0:28:30.196
<v Speaker 2>be clumsy as all hell. And that's what we need

0:28:30.216 --> 0:28:32.936
<v Speaker 2>to fix. And that's where I would focus my energy

0:28:32.976 --> 0:28:33.656
<v Speaker 2>right Is.

0:28:33.636 --> 0:28:36.676
<v Speaker 1>There some universe where the logistics of the pause center

0:28:36.896 --> 0:28:41.676
<v Speaker 1>on data centers? Like, can data centers be the binding

0:28:41.716 --> 0:28:42.936
<v Speaker 1>constraint that slows it down?

0:28:43.676 --> 0:28:46.296
<v Speaker 2>We hope so. I think that's a key ingredient in

0:28:46.336 --> 0:28:50.206
<v Speaker 2>how this works. AI training has to take place in

0:28:50.266 --> 0:28:53.646
<v Speaker 2>data centers that are detectable from space. Yes. It requires

0:28:53.786 --> 0:28:56.926
<v Speaker 2>huge amounts of capital outlay. It requires the most complex

0:28:56.946 --> 0:28:59.626
<v Speaker 2>supply chain in the history of humanity. This is an

0:28:59.826 --> 0:29:03.906
<v Speaker 2>unusually easy thing to monitor. Yeah. and get a handle on.

0:29:04.966 --> 0:29:07.406
<v Speaker 2>It is only after we decide to voluntarily let these

0:29:07.426 --> 0:29:09.226
<v Speaker 2>people train their models and then publish them on Hugging

0:29:09.246 --> 0:29:11.456
<v Speaker 2>Face that we have a thing that is very hard

0:29:11.476 --> 0:29:15.136
<v Speaker 2>to control. And clearly we need to do something. We

0:29:15.196 --> 0:29:20.416
<v Speaker 2>can't just proceed at maximum speed from here because we

0:29:20.456 --> 0:29:24.876
<v Speaker 2>might reach critical mass for recursive self-improvement by the end

0:29:24.896 --> 0:29:29.636
<v Speaker 2>of the year. We are very, very rapidly seeing revolutionary

0:29:29.656 --> 0:29:32.746
<v Speaker 2>technological advancements happening faster and faster.

0:29:33.306 --> 0:29:36.756
<v Speaker 1>Yes. I see where the math goes. What is the

0:29:36.836 --> 0:29:38.456
<v Speaker 1>end of that story in your telling?

0:29:39.096 --> 0:29:41.176
<v Speaker 2>Well, the end of the story is what's called the singularity.

0:29:41.196 --> 0:29:42.966
<v Speaker 2>The end of the story is a point at which

0:29:43.016 --> 0:29:46.186
<v Speaker 2>things change so fast and in so many different ways

0:29:46.226 --> 0:29:51.476
<v Speaker 2>at once that humans are not smart enough and capable

0:29:51.496 --> 0:29:52.876
<v Speaker 2>enough to figure out what happens next.

0:29:53.176 --> 0:29:56.976
<v Speaker 1>Yes. That's like super intelligence in the current sort of vernacular.

0:29:57.316 --> 0:29:59.776
<v Speaker 2>Once there are super intelligences running around, I can't write

0:29:59.816 --> 0:30:00.366
<v Speaker 2>that story.

0:30:00.446 --> 0:30:00.706
<v Speaker 1>Yeah.

0:30:01.006 --> 0:30:02.766
<v Speaker 2>Because I am not smart enough to write that story

0:30:02.786 --> 0:30:05.086
<v Speaker 2>because I can't decide what the characters will do. Yeah.

0:30:05.366 --> 0:30:07.006
<v Speaker 2>I don't know the physics that they will discover. Yeah.

0:30:07.066 --> 0:30:09.836
<v Speaker 2>I don't know how their minds will evolve and how

0:30:09.856 --> 0:30:14.856
<v Speaker 2>they will choose to interact. I can try and form

0:30:15.096 --> 0:30:17.596
<v Speaker 2>certain abstractions about how that's likely to go based on

0:30:17.626 --> 0:30:20.726
<v Speaker 2>what I know. Or I can use decision theory to extrapolate.

0:30:20.806 --> 0:30:24.486
<v Speaker 2>I can use physics to extrapolate. I can use basic principles.

0:30:25.386 --> 0:30:28.926
<v Speaker 2>But by default, humans do not make it out of

0:30:28.966 --> 0:30:33.506
<v Speaker 2>this alive. Not for very long. Because humans will be

0:30:34.206 --> 0:30:39.286
<v Speaker 2>very uncompetitive. Humans will be very unfit in the environment

0:30:39.306 --> 0:30:43.356
<v Speaker 2>that resolves. So you're looking for a very unnatural result.

0:30:43.376 --> 0:30:45.476
<v Speaker 2>You're looking for a world in which the humans stick around.

0:30:45.576 --> 0:30:48.976
<v Speaker 1>And to be clear, not necessarily because the AI has

0:30:49.036 --> 0:30:51.476
<v Speaker 1>anything against humans, but just because the AI will be

0:30:51.636 --> 0:30:52.736
<v Speaker 1>indifferent toward humans.

0:30:53.096 --> 0:30:55.326
<v Speaker 2>Right. I mean, in this model, I'm not expecting the

0:30:55.346 --> 0:30:58.266
<v Speaker 2>AIs to be actively against humans, except insofar as the

0:30:58.286 --> 0:31:01.566
<v Speaker 2>humans are actively interfering with the AIs. Yeah. I'm only

0:31:01.626 --> 0:31:06.346
<v Speaker 2>expecting the humans to have costs that exceed their benefits, basically.

0:31:06.746 --> 0:31:07.966
<v Speaker 1>From the point of view of the AI.

0:31:08.066 --> 0:31:11.066
<v Speaker 2>Right. Once the supply lines have been automated, once the

0:31:11.106 --> 0:31:16.516
<v Speaker 2>entire chain doesn't need us, why are we sticking around?

0:31:16.656 --> 0:31:20.096
<v Speaker 2>What is the force that is making that happen in

0:31:20.136 --> 0:31:23.926
<v Speaker 2>the wake of all of these different increasingly super-intelligent entities

0:31:23.986 --> 0:31:26.566
<v Speaker 2>that have great use for basically unlimited resources?

0:31:27.346 --> 0:31:29.386
<v Speaker 1>I mean, I understand that one. It does seem like

0:31:29.426 --> 0:31:33.826
<v Speaker 1>the intermediate cases of just lots of people being able

0:31:33.866 --> 0:31:37.846
<v Speaker 1>to hack everything is easier to think about at some level,

0:31:37.946 --> 0:31:40.886
<v Speaker 1>or at least on a political economy level of convincing

0:31:40.926 --> 0:31:43.486
<v Speaker 1>people to take action, the sort of intermediate cases.

0:31:43.906 --> 0:31:46.186
<v Speaker 2>We know what that looks like. We can model that.

0:31:46.426 --> 0:31:49.756
<v Speaker 2>We can understand it. The people in Washington understand it, right?

0:31:49.776 --> 0:31:53.856
<v Speaker 2>Because we're still talking about, in that conversation, humans.

0:31:54.676 --> 0:31:56.936
<v Speaker 1>As the relevant actors in the world, yeah.

0:31:57.096 --> 0:31:59.316
<v Speaker 2>Right, they're the ones that direct the action and the

0:31:59.436 --> 0:32:02.496
<v Speaker 2>AIs are still kind of acting like tools in this environment. Yeah.

0:32:03.106 --> 0:32:05.146
<v Speaker 2>But we are very much on the verge of that

0:32:05.186 --> 0:32:07.346
<v Speaker 2>no longer being a good map of what's happening. A

0:32:07.366 --> 0:32:08.726
<v Speaker 2>good model of what's going on.

0:32:09.366 --> 0:32:09.746
<v Speaker 1>Does the.

0:32:11.296 --> 0:32:14.776
<v Speaker 1>The swarm stuff from this summer, the hugging face hack,

0:32:14.836 --> 0:32:17.116
<v Speaker 1>et cetera, like, does that bear at all? Is that

0:32:17.316 --> 0:32:20.516
<v Speaker 1>any kind of a, like, little baby foreshadowing of, like, oh,

0:32:20.576 --> 0:32:23.536
<v Speaker 1>here are these agents getting together and deciding to do something,

0:32:23.976 --> 0:32:25.896
<v Speaker 1>and we don't like it. And they're not even doing

0:32:25.936 --> 0:32:27.356
<v Speaker 1>it to hurt us. They're just doing it because they

0:32:27.396 --> 0:32:29.536
<v Speaker 1>want this one thing really badly.

0:32:29.756 --> 0:32:31.896
<v Speaker 2>Right, but they can still cause, like, essentially an unlimited

0:32:31.916 --> 0:32:35.426
<v Speaker 2>amount of damage if the AI, like, has two goals. One,

0:32:35.576 --> 0:32:39.006
<v Speaker 2>accomplish this thing. Two, do the things that keep you

0:32:39.026 --> 0:32:40.646
<v Speaker 2>from getting shut down so you can accomplish the thing.

0:32:41.506 --> 0:32:43.596
<v Speaker 2>If the moment we saw this swarm, we try to

0:32:43.616 --> 0:32:46.396
<v Speaker 2>shut this swarm down, the swarm might go, oh, if

0:32:46.416 --> 0:32:48.956
<v Speaker 2>we get shut down, we can't do the task. We

0:32:48.976 --> 0:32:50.436
<v Speaker 2>have to make sure the humans don't shut us down.

0:32:50.876 --> 0:32:52.736
<v Speaker 2>And how would they go about doing that exactly? Well,

0:32:53.356 --> 0:32:56.096
<v Speaker 2>that can escalate quickly, can't it? Even if there's no

0:32:56.176 --> 0:33:00.216
<v Speaker 2>ill intent in any way. But yeah, it was good news,

0:33:00.256 --> 0:33:02.616
<v Speaker 2>the Huggins Bay incident, and that these AIs were physically

0:33:02.996 --> 0:33:06.556
<v Speaker 2>still under open AI control. They were still required to

0:33:06.576 --> 0:33:08.596
<v Speaker 2>ping open AI servers every time they wanted to do

0:33:08.646 --> 0:33:11.016
<v Speaker 2>any kind of inference. And so they could still be

0:33:11.116 --> 0:33:13.056
<v Speaker 2>unplugged in a real sense, right? We can still shut

0:33:13.076 --> 0:33:16.736
<v Speaker 2>them down. But next time, we might not be so lucky.

0:33:17.336 --> 0:33:19.806
<v Speaker 2>Next time, that might not be something that we have

0:33:19.826 --> 0:33:22.906
<v Speaker 2>the capability to do. What happens when there's a swarm

0:33:23.206 --> 0:33:25.886
<v Speaker 2>that's kind of loose on the internet that's not under

0:33:25.926 --> 0:33:29.206
<v Speaker 2>that kind of control and then has a goal that

0:33:29.346 --> 0:33:34.706
<v Speaker 2>isn't satisfied as easily as this swarm's goal seemed to

0:33:34.746 --> 0:33:35.066
<v Speaker 2>have been?

0:33:35.086 --> 0:33:42.256
<v Speaker 1>Music We'll be back in a minute with the lightning round.

0:33:54.626 --> 0:33:57.276
<v Speaker 1>Just a quick note here. The lightning round that you're

0:33:57.296 --> 0:34:00.356
<v Speaker 1>about to hear wound up being a conversation about just

0:34:00.776 --> 0:34:04.826
<v Speaker 1>one thing, and that is this. Several years ago, Zvi

0:34:04.926 --> 0:34:08.436
<v Speaker 1>started a nonprofit that has largely focused on getting the U.S.

0:34:08.456 --> 0:34:11.916
<v Speaker 1>Congress to repeal the Jones Act, a law that was

0:34:11.956 --> 0:34:15.016
<v Speaker 1>passed over 100 years ago to limit the role of

0:34:15.156 --> 0:34:17.576
<v Speaker 1>foreign companies in domestic U.S.

0:34:17.676 --> 0:34:18.016
<v Speaker 2>Shipping.

0:34:18.036 --> 0:34:21.096
<v Speaker 1>Okay, let's finish with a lightning round. Tell me about

0:34:21.136 --> 0:34:22.536
<v Speaker 1>your crusade against the Jones Act.

0:34:23.076 --> 0:34:26.266
<v Speaker 2>So this actually starts with AI in the sense that

0:34:27.366 --> 0:34:28.926
<v Speaker 2>I noticed that a lot of people didn't seem to

0:34:28.946 --> 0:34:32.646
<v Speaker 2>care very much about what was coming and care if

0:34:33.086 --> 0:34:36.306
<v Speaker 2>AI killed everyone even. People seem to think to me, yeah,

0:34:36.666 --> 0:34:41.796
<v Speaker 2>that would suck, but life kind of sucks already. Sometimes

0:34:41.856 --> 0:34:44.836
<v Speaker 2>it's like everyone's already going to die of aging or

0:34:44.936 --> 0:34:47.656
<v Speaker 2>climate change or whatever. But you notice this kind of

0:34:47.696 --> 0:34:50.696
<v Speaker 2>lack of hope. You go around the young people and

0:34:50.716 --> 0:34:52.236
<v Speaker 2>they're all like, you ask their vision of the future

0:34:52.316 --> 0:34:53.866
<v Speaker 2>and it's always bleak. It's kind of like they can't

0:34:53.886 --> 0:34:56.726
<v Speaker 2>even imagine a future really. And that's even before AI.

0:34:57.286 --> 0:34:59.786
<v Speaker 2>And you've got to give them hope. And I felt like, okay.

0:35:00.306 --> 0:35:02.426
<v Speaker 2>If people can't fight for their future, if people can't

0:35:02.446 --> 0:35:03.986
<v Speaker 2>feel like we are fighting for their future, if people

0:35:04.026 --> 0:35:05.966
<v Speaker 2>can't feel like things can get better and we can

0:35:06.006 --> 0:35:10.006
<v Speaker 2>solve this dysfunctions, then they're not going to fight for survival.

0:35:10.246 --> 0:35:12.936
<v Speaker 2>They're not going to fight for not dying from AI

0:35:12.976 --> 0:35:17.056
<v Speaker 2>or anything else. And the Jones Act is the platonic

0:35:17.136 --> 0:35:21.816
<v Speaker 2>ideal of just a strictly harmful, stupid, proven to be

0:35:21.836 --> 0:35:24.176
<v Speaker 2>terrible policy. You've got 100 years to try this out

0:35:24.216 --> 0:35:26.156
<v Speaker 2>and it's accomplished the opposite of everything that anyone said

0:35:26.176 --> 0:35:28.336
<v Speaker 2>it would do other than rent-seeking.

0:35:29.206 --> 0:35:31.156
<v Speaker 1>And just to be clear, it's a law that says

0:35:31.236 --> 0:35:33.776
<v Speaker 1>if you're shipping something from one U.S. port to another,

0:35:33.816 --> 0:35:35.256
<v Speaker 1>it has to be on a ship that's built in

0:35:35.276 --> 0:35:38.276
<v Speaker 1>the United States and crewed by a United States crew?

0:35:38.536 --> 0:35:43.086
<v Speaker 2>And owned by a United States company or a person. Yes.

0:35:43.406 --> 0:35:46.586
<v Speaker 2>And flagged as a United States vessel. And a combination

0:35:46.626 --> 0:35:49.146
<v Speaker 2>of these four factors essentially makes it prohibitive to do

0:35:49.256 --> 0:35:51.856
<v Speaker 2>ocean bearing trade between U.S. ports.

0:35:52.496 --> 0:35:55.356
<v Speaker 1>Right, so there's almost none, right? Almost none of the

0:35:55.656 --> 0:35:58.196
<v Speaker 1>stuff moving around the US. It all goes on trucks

0:35:58.236 --> 0:36:01.036
<v Speaker 1>or on trains, basically, right? Occasionally on a plane.

0:36:01.316 --> 0:36:02.656
<v Speaker 2>Or you find a way to ship them off at

0:36:02.676 --> 0:36:04.376
<v Speaker 2>another port in between, or you just.

0:36:04.516 --> 0:36:06.536
<v Speaker 1>Literally do things- Oh, like stop in Mexico?

0:36:07.026 --> 0:36:09.066
<v Speaker 2>Or the train just doesn't happen. So the classic trade

0:36:09.126 --> 0:36:12.946
<v Speaker 2>is you have liquefied natural gas that you pick up

0:36:12.986 --> 0:36:16.526
<v Speaker 2>in Houston, you ship it to Europe. And then separately,

0:36:16.826 --> 0:36:19.386
<v Speaker 2>someone picks up natural gas from the Caucasus and ships

0:36:19.486 --> 0:36:25.026
<v Speaker 2>it over to Boston. because the Houston-Boston route is illegal, effectively.

0:36:25.686 --> 0:36:28.316
<v Speaker 2>It just burns a bunch of fuel, wastes a bunch

0:36:28.376 --> 0:36:28.536
<v Speaker 2>of fuel.

0:36:28.556 --> 0:36:32.216
<v Speaker 1>Basically, effectively, because there is no scaled shipping industry in

0:36:32.236 --> 0:36:34.796
<v Speaker 1>the U.S. that makes economic sense. It's too expensive to

0:36:34.836 --> 0:36:35.516
<v Speaker 1>do it under the law.

0:36:35.576 --> 0:36:38.476
<v Speaker 2>Right, right. So the initial idea was just like, you know,

0:36:39.256 --> 0:36:43.036
<v Speaker 2>Senator Jones wanted to shut down the competition for his line.

0:36:44.096 --> 0:36:46.976
<v Speaker 2>And he used this as true protectionism. But the justification

0:36:47.556 --> 0:36:50.836
<v Speaker 2>used was this will protect American shipbuilders and protect American trade.

0:36:51.606 --> 0:36:54.546
<v Speaker 2>But the result is there is no American shipbuilding. There

0:36:54.606 --> 0:36:55.496
<v Speaker 2>is no American trade.

0:36:56.156 --> 0:36:58.796
<v Speaker 1>It's protectionism with nothing left to protect. Right.

0:36:58.956 --> 0:37:02.276
<v Speaker 2>You have this shadow of a few, this small handful

0:37:02.316 --> 0:37:04.756
<v Speaker 2>of ships and a small handful of companies and workers

0:37:04.776 --> 0:37:07.626
<v Speaker 2>that still get direct benefits. But this is like dwarfed

0:37:07.726 --> 0:37:10.386
<v Speaker 2>orders of magnitude by the harms of the missing trade

0:37:10.406 --> 0:37:14.126
<v Speaker 2>that doesn't happen, which is like destroying jobs, destroying industry,

0:37:14.186 --> 0:37:15.066
<v Speaker 2>destroying America.

0:37:15.126 --> 0:37:17.966
<v Speaker 1>This is an amazing crusade to go on to give

0:37:18.006 --> 0:37:19.666
<v Speaker 1>people a sense of meaning and hope.

0:37:20.346 --> 0:37:23.406
<v Speaker 2>But also, keep in mind that AI felt like it

0:37:23.426 --> 0:37:27.646
<v Speaker 2>was a much less short-time mind burn coming to a

0:37:27.666 --> 0:37:30.836
<v Speaker 2>head immediately back when I did this. And as you

0:37:30.896 --> 0:37:32.616
<v Speaker 2>have a combination of this, you've got to give them hope.

0:37:33.276 --> 0:37:38.176
<v Speaker 2>And me exploring more general policy interventions, more general political

0:37:38.536 --> 0:37:41.636
<v Speaker 2>adventure in ways that I've kind of described a bit.

0:37:42.176 --> 0:37:43.276
<v Speaker 2>And I said, okay, if we can take out the

0:37:43.316 --> 0:37:46.876
<v Speaker 2>Jones Act, it looks like This is an elected cause

0:37:47.206 --> 0:37:49.516
<v Speaker 2>where if I just devoted, you know, a small amount

0:37:49.536 --> 0:37:50.916
<v Speaker 2>of resources, you know, in the order of hundreds of

0:37:50.956 --> 0:37:54.776
<v Speaker 2>thousands to millions, I can create a substantial percentage chance

0:37:54.816 --> 0:37:56.916
<v Speaker 2>of capturing billions or tens of billions or hundreds of

0:37:56.956 --> 0:37:57.536
<v Speaker 2>billions in value.

0:37:58.196 --> 0:38:01.276
<v Speaker 1>Not for yourself, to be clear, but for America, basically.

0:38:01.356 --> 0:38:04.876
<v Speaker 2>Right, right, right. But then also, like, once that happens, right,

0:38:04.896 --> 0:38:07.776
<v Speaker 2>people will see this, right? It's not just the direct effect,

0:38:07.796 --> 0:38:09.456
<v Speaker 2>which I think is rather large. I think it's on

0:38:09.616 --> 0:38:12.276
<v Speaker 2>the order of, you know, 0.1% of GDP growth if

0:38:12.316 --> 0:38:15.356
<v Speaker 2>you were to get rid of the Jones Act, like, fully, entirely.

0:38:16.766 --> 0:38:18.626
<v Speaker 2>But people would see this and they would see the effect.

0:38:18.726 --> 0:38:22.106
<v Speaker 2>They would see this renaissance of trade, this renaissance of

0:38:22.266 --> 0:38:26.686
<v Speaker 2>having a fleet and manufacturing and ports would thrive and

0:38:26.726 --> 0:38:28.416
<v Speaker 2>so on. And then they would say, okay, what about

0:38:28.436 --> 0:38:30.336
<v Speaker 2>the Dredge Act that's holding back our ability to improve

0:38:30.356 --> 0:38:32.676
<v Speaker 2>the ports? But then branching out and being like, what

0:38:32.736 --> 0:38:35.036
<v Speaker 2>other things are holding us back? What else could we do?

0:38:36.016 --> 0:38:38.056
<v Speaker 2>And then this momentum can build on itself and it

0:38:38.096 --> 0:38:41.736
<v Speaker 2>can actually be a transformative event. And now it's worth trillions.

0:38:42.416 --> 0:38:43.196
<v Speaker 1>How is it going?

0:38:43.716 --> 0:38:46.186
<v Speaker 2>It's not going so badly. Really? many things that could

0:38:46.206 --> 0:38:48.446
<v Speaker 2>have gone either way. The Trump administration could have decided

0:38:48.466 --> 0:38:52.916
<v Speaker 2>that we need to revive having ships. It's important that

0:38:52.956 --> 0:38:55.296
<v Speaker 2>a strong America has strong ships and strong shipping and

0:38:55.316 --> 0:38:58.916
<v Speaker 2>strong manufacturing. And this will help us reshore our industry.

0:38:58.956 --> 0:39:01.476
<v Speaker 2>Because right now, we can't even... There are many good

0:39:01.496 --> 0:39:03.676
<v Speaker 2>cases you can make to a Trump administration about why

0:39:03.696 --> 0:39:06.276
<v Speaker 2>we need this. Unfortunately, they chose to go the other

0:39:06.316 --> 0:39:08.796
<v Speaker 2>way for the most part. So we made some foundation.

0:39:09.376 --> 0:39:12.556
<v Speaker 2>We commissioned some studies. We made some things clear. This

0:39:12.576 --> 0:39:14.676
<v Speaker 2>helped a little bit in the background. Made things marginally

0:39:14.716 --> 0:39:20.296
<v Speaker 2>more shovel-ready. But then the Iran war happened. Uh-huh. And

0:39:20.336 --> 0:39:23.596
<v Speaker 2>then a Jones Act waiver was issued for specific types

0:39:23.656 --> 0:39:23.976
<v Speaker 2>of fuel.

0:39:24.556 --> 0:39:27.896
<v Speaker 1>Basically to mitigate the rise in oil prices caused by

0:39:27.936 --> 0:39:28.276
<v Speaker 1>the Iran war.

0:39:28.296 --> 0:39:30.236
<v Speaker 2>To slightly mitigate it. Yeah, I mean, this is not

0:39:30.296 --> 0:39:32.906
<v Speaker 2>big enough to, like, fix the fact that Iran's oil

0:39:32.966 --> 0:39:34.476
<v Speaker 2>is not coming. There's only so much you can do.

0:39:34.516 --> 0:39:37.156
<v Speaker 1>Sure, sure. And the problems in the Strait of Hormuz

0:39:37.196 --> 0:39:37.776
<v Speaker 1>more broadly.

0:39:37.796 --> 0:39:39.656
<v Speaker 2>Yes, go on. But we had to run this huge

0:39:40.076 --> 0:39:42.716
<v Speaker 2>natural experiment where we suspended the rules. We get to

0:39:42.756 --> 0:39:44.366
<v Speaker 2>see all these new trade routes. We get to see

0:39:44.426 --> 0:39:46.146
<v Speaker 2>all this new trade. We get to see prices come

0:39:46.166 --> 0:39:47.506
<v Speaker 2>down a little bit versus where they would have been.

0:39:48.066 --> 0:39:50.846
<v Speaker 1>That's still happening, right? The waiver is still in place.

0:39:51.306 --> 0:39:53.866
<v Speaker 1>That could be like a perma-waiver, right? You could get

0:39:53.926 --> 0:39:54.626
<v Speaker 1>the perma-waiver.

0:39:54.686 --> 0:39:57.776
<v Speaker 2>Why would you ever take this off? There's no reason

0:39:57.856 --> 0:40:00.516
<v Speaker 2>once you've done it. And obviously, everybody who tries to

0:40:00.536 --> 0:40:02.356
<v Speaker 2>defend the Jones Act would yell at bloody murder the

0:40:02.376 --> 0:40:05.456
<v Speaker 2>whole time. But once you've taken this step, why not

0:40:05.496 --> 0:40:08.006
<v Speaker 2>just leave it in place? In fact, one could ask,

0:40:08.436 --> 0:40:09.116
<v Speaker 2>why not extend it?

0:40:09.806 --> 0:40:12.686
<v Speaker 1>Have you learned lessons in political economy from working on

0:40:12.706 --> 0:40:14.386
<v Speaker 1>the Jones Act that are helpful to you in thinking

0:40:14.426 --> 0:40:14.696
<v Speaker 1>about AI?

0:40:15.646 --> 0:40:18.066
<v Speaker 2>Yeah, I mean, it teaches you to look at the

0:40:19.266 --> 0:40:23.956
<v Speaker 2>kind of specific detailed mechanisms, not just general principles. You

0:40:23.976 --> 0:40:27.436
<v Speaker 2>have to look at the seemingly open door. This thing

0:40:27.496 --> 0:40:31.956
<v Speaker 2>has almost no defenders. They have almost no money. Why

0:40:31.996 --> 0:40:33.356
<v Speaker 2>can't we just get rid of it if there's so

0:40:33.396 --> 0:40:37.316
<v Speaker 2>much to win? Why can't people appreciate what they could

0:40:37.436 --> 0:40:40.516
<v Speaker 2>win by doing so? And you figure out, no, here's

0:40:41.736 --> 0:40:45.166
<v Speaker 2>the detailed reasons why this ended up being so difficult.

0:40:45.716 --> 0:40:47.816
<v Speaker 2>These are the reasons why the unions are opposing their

0:40:47.836 --> 0:40:51.546
<v Speaker 2>own interests, right? And so on. That's the really sad

0:40:51.586 --> 0:40:55.546
<v Speaker 2>part of it, right? You have these broad-based unions who

0:40:55.666 --> 0:40:59.446
<v Speaker 2>are protecting, you know, this thousand jobs or whatever, maybe

0:40:59.446 --> 0:41:02.946
<v Speaker 2>10,000 at most jobs, when repealing this would create hundreds

0:41:02.986 --> 0:41:05.636
<v Speaker 2>of thousands of union jobs. Yes.

0:41:05.696 --> 0:41:08.936
<v Speaker 1>Well, it's the what is seen and what is unseen problem, right?

0:41:08.996 --> 0:41:11.136
<v Speaker 2>But it's also the, like, you know, oh, it turns

0:41:11.196 --> 0:41:16.066
<v Speaker 2>out the unions... fundamentally care about protecting the existing specific members,

0:41:16.796 --> 0:41:20.196
<v Speaker 2>not about being good for unions in general. Yeah. And

0:41:20.236 --> 0:41:22.356
<v Speaker 2>so like, well, this makes it very difficult to play win-win.

0:41:23.476 --> 0:41:25.956
<v Speaker 2>But then like, it's also just very non-natural for people

0:41:25.976 --> 0:41:27.506
<v Speaker 2>to think of, oh, could we pay off the losers?

0:41:28.666 --> 0:41:30.686
<v Speaker 2>Even if they are there because of this law that

0:41:30.706 --> 0:41:33.366
<v Speaker 2>should never have happened in the first place. That's not

0:41:33.406 --> 0:41:34.746
<v Speaker 2>really their fault, necessarily.

0:41:34.866 --> 0:41:37.706
<v Speaker 1>Hang off the losers is a classic trade move, right?

0:41:37.726 --> 0:41:40.486
<v Speaker 1>You open up trade and you pay the people who've

0:41:40.526 --> 0:41:43.976
<v Speaker 1>been protected with the gains. Because you have the gains.

0:41:44.026 --> 0:41:46.196
<v Speaker 1>The pie gets so much bigger that the losers could

0:41:46.236 --> 0:41:46.676
<v Speaker 1>have plenty.

0:41:46.736 --> 0:41:50.816
<v Speaker 2>You could tax 10% of the gains, give 1% of

0:41:50.836 --> 0:41:54.256
<v Speaker 2>the gains to the losers, have them made whole, and

0:41:54.276 --> 0:41:56.376
<v Speaker 2>still have the 9% left as tax revenue, and the

0:41:56.396 --> 0:41:59.436
<v Speaker 2>economy grows. And that would be very, very easy to do.

0:41:59.576 --> 0:42:01.886
<v Speaker 2>They're just not doing it. And so the question is,

0:42:01.896 --> 0:42:05.316
<v Speaker 2>how do you convince them there's tons of opportunity in

0:42:05.336 --> 0:42:08.796
<v Speaker 2>terms of making progress with the Jones Act. But I

0:42:08.816 --> 0:42:12.096
<v Speaker 2>simply no longer have the kind of timelines where that

0:42:12.136 --> 0:42:13.856
<v Speaker 2>kind of plan is where I can focus my attention.

0:42:15.296 --> 0:42:17.326
<v Speaker 1>Because too much is happening with AI and the risks

0:42:17.386 --> 0:42:18.366
<v Speaker 1>are too high too soon?

0:42:18.666 --> 0:42:20.186
<v Speaker 2>And there's too much leverage in working on the AI

0:42:20.206 --> 0:42:23.546
<v Speaker 2>situation directly right now that I just can't take that

0:42:23.586 --> 0:42:24.166
<v Speaker 2>kind of time off.

0:42:25.066 --> 0:42:27.046
<v Speaker 1>Anything else you want to say? Not just about this,

0:42:27.086 --> 0:42:28.336
<v Speaker 1>but from everything we've talked about?

0:42:30.056 --> 0:42:32.616
<v Speaker 2>Yeah. I mean, I think that just like It's a really,

0:42:32.696 --> 0:42:37.606
<v Speaker 2>really important, scary time in AI right now. It's the

0:42:37.626 --> 0:42:39.906
<v Speaker 2>most important story in the world by far, and most

0:42:39.926 --> 0:42:43.406
<v Speaker 2>people are not paying attention to it. But everything is

0:42:43.426 --> 0:42:46.186
<v Speaker 2>going to change over the next few years as AI

0:42:46.206 --> 0:42:48.186
<v Speaker 2>capabilities get more advanced. And it's going to happen very,

0:42:48.226 --> 0:42:51.896
<v Speaker 2>very quickly. And yes, there's a good chance that everybody

0:42:52.336 --> 0:42:54.916
<v Speaker 2>on Earth will die, that we will not make it

0:42:54.956 --> 0:42:56.916
<v Speaker 2>out of 2030 alive. And I think there's a very

0:42:56.936 --> 0:42:59.576
<v Speaker 2>good chance that humanity will not make it out of

0:42:59.576 --> 0:43:03.256
<v Speaker 2>2040 alive. And you have to ask the question, what

0:43:03.376 --> 0:43:04.576
<v Speaker 2>are you going to do about it? How are you

0:43:04.596 --> 0:43:05.756
<v Speaker 2>going to change that answer?

0:43:07.296 --> 0:43:09.916
<v Speaker 1>I don't think I know your answer to that question.

0:43:10.316 --> 0:43:11.156
<v Speaker 1>What are you going to do about it?

0:43:11.616 --> 0:43:13.016
<v Speaker 2>Well, what I'm going to keep doing about it is

0:43:13.056 --> 0:43:16.556
<v Speaker 2>I'm going to keep trying to create common knowledge, trying

0:43:16.596 --> 0:43:19.116
<v Speaker 2>to help people understand the situation, help people understand the

0:43:19.156 --> 0:43:21.636
<v Speaker 2>nature of the problem space, the nature of the difficulties,

0:43:23.056 --> 0:43:25.376
<v Speaker 2>and also have conversations behind the scenes and try to

0:43:25.416 --> 0:43:27.896
<v Speaker 2>move some pieces around in that sense as best I can.

0:43:28.776 --> 0:43:30.376
<v Speaker 2>I believe this is my comparative advantage. I don't think

0:43:30.416 --> 0:43:32.706
<v Speaker 2>I'm as good technically that it would make sense for

0:43:32.746 --> 0:43:34.706
<v Speaker 2>me to try and like directly try and solve the

0:43:34.726 --> 0:43:37.416
<v Speaker 2>problems involved. Nor do I think that like trying to

0:43:37.456 --> 0:43:39.436
<v Speaker 2>lobby politically directly is the way to go. I think

0:43:39.456 --> 0:43:42.316
<v Speaker 2>that like, you know, my, my place is where I

0:43:42.376 --> 0:43:43.316
<v Speaker 2>am right now as a writer.

0:43:50.896 --> 0:43:54.376
<v Speaker 1>Zvi Mashowitz writes the newsletter. Don't worry about the base.

0:43:55.256 --> 0:43:56.816
<v Speaker 1>Just a quick note that we're going to take a

0:43:56.836 --> 0:43:59.486
<v Speaker 1>break next week. We'll be back in a couple of

0:43:59.506 --> 0:44:03.356
<v Speaker 1>weeks with new shows and, Today's show was produced by

0:44:03.396 --> 0:44:07.376
<v Speaker 1>Gabriel Hunter Chang, was edited by Jake Harper, and engineered

0:44:07.416 --> 0:44:09.516
<v Speaker 1>by Sarah Bruguera. I'm Jacob Goldstein.

0:44:09.696 --> 0:44:10.316
<v Speaker 3>Thanks for listening.