WEBVTT - Cal Newport

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<v Speaker 1>Media. Hello, and welcome to Better Offline. I'm, of course

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<v Speaker 1>your host ed Zetron. As ever, support your neighborhood Zetron

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<v Speaker 1>by subscribing to the premium newsletter discount link in the

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<v Speaker 1>episode notes, of course, by a T shirt, download a

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<v Speaker 1>blog where whatever it is you want to do, Okay,

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<v Speaker 1>it's not up to me what you do. But today

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<v Speaker 1>I'm joined by the incredible commside professor and commentator col

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<v Speaker 1>newportcl Thank you for joining me.

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<v Speaker 2>Oh, it's a pleasure.

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<v Speaker 1>Ed. So I kind of wanted to start with I

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<v Speaker 1>asked you for a quote a few like a week ago,

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<v Speaker 1>maybe two weeks ago. I can't remember how time works anymore,

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<v Speaker 1>but it was around the way the reporters cover AI

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<v Speaker 1>and how it seems that a lot of the reporting

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<v Speaker 1>is kind of directionally true rather than actually true.

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<v Speaker 2>Yes, and I want to add something to it. Sense,

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<v Speaker 2>So I've been thinking about that quote. Yeah, I've been

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<v Speaker 2>thinking about it. So what I said, if I remember

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<v Speaker 2>that quote properly, what I was saying is I was

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<v Speaker 2>I was picking up a lot in the reporting on

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<v Speaker 2>AI that you would lean into a story without having

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<v Speaker 2>necessarily verified that the details are true, and that this

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<v Speaker 2>is what's actually going on. Say, with a new AI model,

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<v Speaker 2>you would lean into it anyways, because it was what

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<v Speaker 2>I called directionally correct. It makes the general point that

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<v Speaker 2>you see it as your job as reported to make,

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<v Speaker 2>which is, hey, you need to be worried about this

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<v Speaker 2>or this is a big deal, right, And so I

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<v Speaker 2>think that is a problem. There's another issue I'm seeing,

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<v Speaker 2>though I've sort of been refining my thinking on this,

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<v Speaker 2>I'm also wondering if some of what I'm seeing in

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<v Speaker 2>some of the reporting on this is just a embrace

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<v Speaker 2>of the form of I'm going to give you a

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<v Speaker 2>stress wave with no relief, just like we're all going

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<v Speaker 2>to take turns. Just I will choose an era you

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<v Speaker 2>haven't thought about. How about mathematics are going to go away.

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<v Speaker 2>Mathematicians are going to be okay, I'll take that one. Yeah,

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<v Speaker 2>let's stress like yeah, and they But there there's this

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<v Speaker 2>weird sort of passivity to it where it's like I'm

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<v Speaker 2>just gonna sort of it's it's uh, I call it

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<v Speaker 2>like head shaking numerism. You're just like, it's this, this

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<v Speaker 2>feels just going away. What can we do like just

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<v Speaker 2>this sort of like passive head shaking. It's a very

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<v Speaker 2>specific style you don't see a lot of other reporting historically.

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<v Speaker 2>I think it takes on this resignation of I'm just

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<v Speaker 2>gonna make the case that like you're screwed and then

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<v Speaker 2>kind of give you a shoulder shrug and then we're

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<v Speaker 2>and then then we're gonna drop the mic and walk off.

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<v Speaker 2>And I'm kind of getting tired of this, Like I

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<v Speaker 2>think there is a cost to stressing the hell out

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<v Speaker 2>of people. I mean, I'm getting letters all the time

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<v Speaker 2>now from people. They'll say things like I feel like

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<v Speaker 2>I'm trapped in a cage, just being hit with wave

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<v Speaker 2>after wave of stress, and there's no outlet. There's no

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<v Speaker 2>door or possibility in making things better. And I think

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<v Speaker 2>the CEOs are doing it, and I think increasingly we're

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<v Speaker 2>seeing commentators doing it as well. This is not good

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<v Speaker 2>in many different ways, So I don't know. I'm adding

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<v Speaker 2>that to my list. Some of it's directional true reporting,

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<v Speaker 2>like they really are worried that people aren't worried enough,

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<v Speaker 2>and I think it's just sport. Now, can you find

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<v Speaker 2>an area to come in and just write a headshaking

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<v Speaker 2>article that's only trying to undermine the existence of this

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<v Speaker 2>like important human activity or this job or our lives

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<v Speaker 2>or whatever. It's a it's a very unusual style that

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<v Speaker 2>quickly became a standard.

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<v Speaker 1>And I see a lot with anything to do with

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<v Speaker 1>AI and job studies, like I've been sent this Tuft's

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<v Speaker 1>report where it's like, oh yeah, AI affected or a.

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<v Speaker 1>They find these weird weasel words where it's like jobs

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<v Speaker 1>that could be at risk from AI at some point

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<v Speaker 1>and we put them in one bucket, and then jobs

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<v Speaker 1>that might one day be we'll put that in another bucket.

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<v Speaker 1>And there you go. Don't know what we're like you said,

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<v Speaker 1>don't know what we're meant to do with this, don't

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<v Speaker 1>know what anyone's meant to do with this information. But

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<v Speaker 1>it's just like, well there you haven't they have. We're

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<v Speaker 1>all fugged. It's it's the it's the end the job,

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<v Speaker 1>even though the data does not say that. Like I've

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<v Speaker 1>read I think every AI jobs report now, every single one,

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<v Speaker 1>and they're all the same. They are all right, now,

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<v Speaker 1>AI can do this, and then you look at what

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<v Speaker 1>it says. It's like it can do law, well, it

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<v Speaker 1>can't really do law. It can do one sigma within

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<v Speaker 1>law kind of, and even then it isn't really obvious,

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<v Speaker 1>and the people saying it can do that are partners

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<v Speaker 1>at law firms that don't write motions but don't do

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<v Speaker 1>like the grunt work. So it's it's almost it feels

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<v Speaker 1>like the reporters have either given up or are just

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<v Speaker 1>looking for clicks, and it's hard to tell. Sometimes.

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<v Speaker 2>This is what I'm trying to figure out, because I'm

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<v Speaker 2>realizing if it's entirely just I think this is directionally

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<v Speaker 2>true and that's good enough, then they should be way

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<v Speaker 2>more upset and in the streets and sparking a revolution,

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<v Speaker 2>right Like, if you actually really believe fifty percent of

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<v Speaker 2>the economy was going to be automated, that we're going

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<v Speaker 2>to have to have government checks just so we can

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<v Speaker 2>afford to buy the cat food to eat after all

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<v Speaker 2>the jobs are gone. If you really thought that our

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<v Speaker 2>entire infrastructure is about the collapse, that superintelligence was going

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<v Speaker 2>to emerge suddenly and be a threat to human existence,

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<v Speaker 2>you want to just right sort of too cool for

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<v Speaker 2>school headshaking resignation article. You would be like, we got

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<v Speaker 2>to where are the Don Connors? Right Like, we need

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<v Speaker 2>to get on the cool trench coats and get out

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<v Speaker 2>there and go against the Skynet revolution, like you would

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<v Speaker 2>be on your feet, you'd be you know, nothing would

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<v Speaker 2>be more important to you. So this is the this

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<v Speaker 2>is my case about the text CEOs. I think there

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<v Speaker 2>there's a moral hazard that I don't think that we're

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<v Speaker 2>putting our finger on properly here. Right, So you have

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<v Speaker 2>the text CEOs in the AI space that will just

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<v Speaker 2>they'll just come out and just drop these bombs like, yeah,

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<v Speaker 2>white collar blood. You know, I never actually said that

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<v Speaker 2>that's Axios putting words in people.

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<v Speaker 1>That was actually I thought that that was a He

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<v Speaker 1>definitely Dario Amatay Warrio. He did say fifty, but I said,

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<v Speaker 1>but not so he set the blood both. That's my bad.

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<v Speaker 2>Well, I trust I. This is the New York fact

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<v Speaker 2>checkers figured that out for me. But uh, Axios does

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<v Speaker 2>a lot of this where they put like these really

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<v Speaker 2>quotable quotes in the headlines about articles on interviews or

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<v Speaker 2>speeches given my AI people, And it turns out the

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<v Speaker 2>thing and the headline wasn't what they said. It was

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<v Speaker 2>directly what they said. But anyways, so they're out there

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<v Speaker 2>making these big statements. These jobs are going away. The

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<v Speaker 2>Internet as we know it is about the all fall

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<v Speaker 2>apart because of mythos is going to have this, this

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<v Speaker 2>new capability, the super intelligence is coming. I'm I don't

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<v Speaker 2>even know what's going to happen. There's two possible things

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<v Speaker 2>going on here, and both of them are morally bad.

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<v Speaker 2>One is which is the one I think is true,

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<v Speaker 2>which is this is largely marketing. I look, this works,

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<v Speaker 2>it gets reported, It keeps us seeming inevitable and important,

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<v Speaker 2>in which case that's a huge moral hazard because you

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<v Speaker 2>are making many many people normal people stressed the hell out,

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<v Speaker 2>actively scaring them, actively scary them. The other option is

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<v Speaker 2>you actually believe it's true. Well, this is an even

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<v Speaker 2>larger moral trap that you've just fallen into because you

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<v Speaker 2>are now perpetuating something that's going to cause exponentially more harm.

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<v Speaker 2>You should be the very first person shutting down your

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<v Speaker 2>company and trying to get the other ones that do

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<v Speaker 2>it as well. So it's this weird world trap they've

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<v Speaker 2>set up where whatever is actually going on here, if

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<v Speaker 2>they're coming out here saying these things, it is bad.

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<v Speaker 2>This can't possibly normalively speak. He be the right ethical

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<v Speaker 2>behavior to be out there saying these scary things all

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<v Speaker 2>the time, because either you need to be building the barricade,

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<v Speaker 2>or you're just scaring people for the marketing. Neither of

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<v Speaker 2>these I think is something that's defensible.

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<v Speaker 1>I have a third and worse option, which is I

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<v Speaker 1>choose Acxio. I think Axios there are some good reporters there.

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<v Speaker 1>I think the leadership over there is disgusting. I think

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<v Speaker 1>that they are aligning themselves with the companies. I think

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<v Speaker 1>that what like if you watched it was a gym

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<v Speaker 1>what's his name interviewing Sam Altman these I think that

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<v Speaker 1>there is a level of and I would put this

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<v Speaker 1>across people like Kevin Bruce and Casey Newton. These are

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<v Speaker 1>my words, not cows that they're aligning them that they're saying,

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<v Speaker 1>we think this is going to happen, and we're here

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<v Speaker 1>to tell you great news. This is good news for

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<v Speaker 1>me the writer, because I will be safe somehow I

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<v Speaker 1>will be fine. You will not. You should be scared.

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<v Speaker 1>But it's also a good thing because economy, marketing market good,

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<v Speaker 1>and it is. It's a very incoherent message because it's like,

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<v Speaker 1>to your point, Yeah, if this was a virus like

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<v Speaker 1>a pandemic, you wouldn't be writing, Hey, millions of people

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<v Speaker 1>are gonna die. What pretty good right, hey, or be

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<v Speaker 1>good we'll have less people. That'd be good, right, It

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<v Speaker 1>would be seen as peculiar.

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<v Speaker 2>Someone did write that. Someone did write that, by the way,

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<v Speaker 2>someone did They did say I remember early pandemics. Someone

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<v Speaker 2>did write, Hey, you know what, this is good for

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<v Speaker 2>the planet. Did it go on like, hey, we're driving lives,

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<v Speaker 2>this is great and we're overpopulated.

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<v Speaker 1>I go oh, I mean, I mean that's a different

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<v Speaker 1>conversation that maybe, But in all seriousness, you didn't have

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<v Speaker 1>mainstream media being like, well, COVID's gonna kill everyone the end,

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<v Speaker 1>I get. I guess you know, maybe we'll just be

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<v Speaker 1>inside forever. You didn't have this kind of stray. In fact,

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<v Speaker 1>you had the direct propicy was we need to get

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<v Speaker 1>outside again. Who cares about this thing? Well?

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<v Speaker 2>And it's just yeah, go on, yeah. I think that's

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<v Speaker 2>an interesting otle. I want to just pull on that

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<v Speaker 2>thread a little bit because I think cod COVID gives

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<v Speaker 2>an interesting I think it gives two different interesting observations

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<v Speaker 2>to go in both directions. Right, So I think you're

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<v Speaker 2>definitely right. What you're saying is when the pandemic was

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<v Speaker 2>coming or it was getting bad, Really, a lot of

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<v Speaker 2>the coverage was about what should we be doing or

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<v Speaker 2>who are the people doing the wrong thing. But it

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<v Speaker 2>was very much coming from this angle of like, Okay,

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<v Speaker 2>we need to do whatever it is, like, we need

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<v Speaker 2>to be better about this. It's got to be vaccines,

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<v Speaker 2>it's got to be masks, it's got to be pick

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<v Speaker 2>your mitigation, whether you like it or not. It was

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<v Speaker 2>very focused on what should we be doing or who

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<v Speaker 2>is it that's getting in the way of a plan

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<v Speaker 2>that maybe would get us out of this. Which is

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<v Speaker 2>where I think you're very right is that you did

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<v Speaker 2>not see a lot of COVID pieces that were just well,

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<v Speaker 2>I'm just going to kind of walk through like all

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<v Speaker 2>the different ways you know, you might die and the

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<v Speaker 2>morgues are going to fill up, and uh, you know

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<v Speaker 2>that's COVID. But I also think what the other thing

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<v Speaker 2>we saw on a lot of COVID coverage is something

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<v Speaker 2>that we are seen in the AI coverage. That's where

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<v Speaker 2>I saw a lot of the directionally true, not factually,

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<v Speaker 2>but directly true. There's definitely a period early on in

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<v Speaker 2>COVID because I was following that coverage quite carefully where

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<v Speaker 2>the papers were thinking, Okay, this is the right behavior

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<v Speaker 2>and they're probably right about a lot of these things,

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<v Speaker 2>but I just would notice this. There'd be a lot

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<v Speaker 2>of like, Okay, we need people to buy into, for example,

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<v Speaker 2>the lockdowns or whatever. And there'd be a lot of

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<v Speaker 2>directionally true reporting where maybe they would like put on

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<v Speaker 2>a photo of a mass grave that was sort of

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<v Speaker 2>unrelated the COVID, or you would see a lot of

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<v Speaker 2>there'd be pushed back from like conservatives about schools, and

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<v Speaker 2>then they put a lot of articles in the paper

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<v Speaker 2>about teachers dying to COVID, even though it was they

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<v Speaker 2>weren't in school, they got COVID elsewhere, And if you

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<v Speaker 2>really pushed on it, it was because it's directionally true.

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<v Speaker 2>Like the general or more general truth here is like

0:10:53.160 --> 0:10:55.719
<v Speaker 2>we need to be worried about this or these mitigations work.

0:10:55.760 --> 0:10:59.200
<v Speaker 2>It doesn't matter if this if this photo is actually right,

0:10:59.360 --> 0:11:01.960
<v Speaker 2>or if this teaching who died in Orlando, the fact

0:11:02.000 --> 0:11:04.080
<v Speaker 2>that they hadn't yet been back in a school building

0:11:04.160 --> 0:11:08.000
<v Speaker 2>yet it doesn't it's serving the directional truth. So it's

0:11:08.040 --> 0:11:11.240
<v Speaker 2>like it highlights something. COVID highlights something we're seeing now

0:11:11.280 --> 0:11:13.560
<v Speaker 2>that the reporters that are doing directional reporting like we

0:11:13.559 --> 0:11:15.680
<v Speaker 2>should be scared about it. I dare you not to

0:11:15.679 --> 0:11:17.120
<v Speaker 2>be scared now, I dare not to be scared now.

0:11:17.200 --> 0:11:18.880
<v Speaker 2>That's trying to ratchet it up. Yeah, but then you

0:11:18.920 --> 0:11:23.120
<v Speaker 2>also get the contrast, which is this new style of

0:11:23.200 --> 0:11:26.000
<v Speaker 2>just like headshaking resignation. And actually, I don't think the

0:11:26.040 --> 0:11:27.880
<v Speaker 2>reporters think they're going to be safe. They're also like,

0:11:27.920 --> 0:11:29.760
<v Speaker 2>writing's going to go away, the media is going to

0:11:29.800 --> 0:11:33.400
<v Speaker 2>go away. So it's it's an almost like a nihilistic

0:11:33.920 --> 0:11:35.960
<v Speaker 2>type of approach to this, like, yeah, I'm screwed, We're

0:11:35.960 --> 0:11:37.480
<v Speaker 2>all screwed. What are we going to do? And that

0:11:37.600 --> 0:11:40.880
<v Speaker 2>is definitely different than we saw during that last crisis,

0:11:40.880 --> 0:11:44.679
<v Speaker 2>which was obviously much more actually severe than what's happening now.

0:11:44.720 --> 0:11:46.360
<v Speaker 2>So it's really confusing me, to be honest.

0:11:46.679 --> 0:11:50.040
<v Speaker 1>Well, the directionally reporting during COVID, yeah, probably shouldn't have,

0:11:50.120 --> 0:11:52.920
<v Speaker 1>but at the same time it was in it was

0:11:52.960 --> 0:11:57.280
<v Speaker 1>actually in pursuit of something good. That's an attempt to

0:11:57.320 --> 0:11:59.840
<v Speaker 1>make people take this seriously, because that's ultimately what it was.

0:12:00.080 --> 0:12:03.360
<v Speaker 1>Take this seriously. Don't go outside state, like, don't don't

0:12:03.360 --> 0:12:05.240
<v Speaker 1>meet with people, don't be indoors with peop, blah blah

0:12:05.280 --> 0:12:08.320
<v Speaker 1>blah blah blah. Great in this case, it's like, Yep,

0:12:08.360 --> 0:12:10.319
<v Speaker 1>you should be scared of this, and what should you do?

0:12:10.640 --> 0:12:16.400
<v Speaker 1>Fuck knows? Use jet GPT, I guess. And what's what's

0:12:16.480 --> 0:12:18.800
<v Speaker 1>really confusing to me as well is you say, oh,

0:12:18.840 --> 0:12:21.520
<v Speaker 1>these people don't think they'll be safe. For the most part,

0:12:21.559 --> 0:12:23.520
<v Speaker 1>I just don't. I actually take back what I said.

0:12:23.559 --> 0:12:25.200
<v Speaker 1>I think a lot of them just don't acknowledge it.

0:12:25.400 --> 0:12:28.720
<v Speaker 1>They don't acknowledge the core ridiculousness of being like, well,

0:12:28.760 --> 0:12:32.120
<v Speaker 1>everyone's jobs are going to get replaced, don't know, Like

0:12:32.440 --> 0:12:35.760
<v Speaker 1>the Garfield meme with him looking at the Garfield with

0:12:35.400 --> 0:12:41.200
<v Speaker 1>the crossout and the TV. Yeah, flawlessly described there. It's

0:12:41.280 --> 0:12:44.160
<v Speaker 1>just it's frustrating as well, because it is terrifying people

0:12:44.240 --> 0:12:47.480
<v Speaker 1>without Like I'm not saying literally axios or however, but

0:12:47.559 --> 0:12:50.840
<v Speaker 1>stories like this are what made that mentally unstable person

0:12:50.920 --> 0:12:53.120
<v Speaker 1>throw a Molotov cocktail at Sam Mormon's house. Like it's

0:12:53.160 --> 0:12:56.080
<v Speaker 1>obvious that these people are scared of the AI doom,

0:12:56.280 --> 0:12:58.520
<v Speaker 1>partly because to your point, what the fuck are we

0:12:58.559 --> 0:13:00.480
<v Speaker 1>meant to do about it? Because using the these tools

0:13:00.520 --> 0:13:03.680
<v Speaker 1>is not I don't really see how that works. Because

0:13:04.600 --> 0:13:07.520
<v Speaker 1>if going along that line of logic, if the answer

0:13:07.600 --> 0:13:10.000
<v Speaker 1>is you need to use this stuff now, but the

0:13:10.040 --> 0:13:12.679
<v Speaker 1>eventual end point is that it's intelligent enough to do

0:13:12.760 --> 0:13:16.480
<v Speaker 1>everything for you. How does using it now matter at all?

0:13:17.240 --> 0:13:20.960
<v Speaker 1>Like what's the Surely chat GPT would be seen as

0:13:21.040 --> 0:13:23.760
<v Speaker 1>like a rock versus a shotgun at that point, Like

0:13:23.840 --> 0:13:28.600
<v Speaker 1>it's just technologically irrelevant if they get to AGI, which

0:13:28.600 --> 0:13:31.959
<v Speaker 1>they probably won't, and it's just naturally illogical stuff.

0:13:32.440 --> 0:13:34.760
<v Speaker 2>Yeah, and I'm with you. I've been making that same argument.

0:13:34.800 --> 0:13:36.960
<v Speaker 2>This idea that you need to learn how to prompt

0:13:37.920 --> 0:13:41.560
<v Speaker 2>some generation of a chatbot that exists right now is

0:13:41.600 --> 0:13:43.200
<v Speaker 2>going to be the key to your long term I mean,

0:13:43.240 --> 0:13:45.920
<v Speaker 2>even if, as you say, AI ends up playing a

0:13:46.200 --> 0:13:49.400
<v Speaker 2>major sustained role in the economy, it's not going to

0:13:49.440 --> 0:13:52.080
<v Speaker 2>be everyone typing on a web interface to a chat

0:13:52.080 --> 0:13:55.120
<v Speaker 2>bot that sinka fantic and has a personality like I think.

0:13:55.320 --> 0:13:57.120
<v Speaker 2>I think I've heard you say this recently and I

0:13:57.160 --> 0:13:58.920
<v Speaker 2>agree with it as well, Like I don't think we

0:13:58.920 --> 0:14:02.840
<v Speaker 2>should be chatting with technology. He should not be chatting

0:14:02.880 --> 0:14:05.600
<v Speaker 2>in a sort of anthropomorphized, humanized way. Doesn't mean you

0:14:05.600 --> 0:14:08.840
<v Speaker 2>can't do natural language processing. I mean Google's natural language processing.

0:14:08.880 --> 0:14:13.280
<v Speaker 2>You're writing your Google searches in natural language, but no

0:14:13.280 --> 0:14:17.000
<v Speaker 2>one's having a conversation with Google's. You list the keywords

0:14:17.040 --> 0:14:19.600
<v Speaker 2>as quickly as possible, and Google's pretty good at figuring out,

0:14:19.760 --> 0:14:23.760
<v Speaker 2>you know, population Spain nineteen eighty two. Any presenter, and

0:14:23.800 --> 0:14:25.640
<v Speaker 2>you get that information. You're not like, hey, so I'm

0:14:25.640 --> 0:14:28.040
<v Speaker 2>wondering what the population is of Spain in nineteen eighty two,

0:14:28.040 --> 0:14:30.560
<v Speaker 2>can you help me find that question mark? There's something

0:14:30.600 --> 0:14:36.200
<v Speaker 2>odd about that anthropomorphized conversational interface. I guess we saw

0:14:36.200 --> 0:14:37.960
<v Speaker 2>a lot of Star Trek growing up, and that's, you know,

0:14:38.000 --> 0:14:39.960
<v Speaker 2>what we think the future is supposed to be like,

0:14:40.040 --> 0:14:41.800
<v Speaker 2>but it has all sorts of problems.

0:14:42.400 --> 0:14:45.720
<v Speaker 1>Remembering Star Trek when he would go, computer do this,

0:14:45.920 --> 0:14:48.920
<v Speaker 1>the computer didn't go. That's a great idea, Jean Luke,

0:14:49.200 --> 0:14:51.360
<v Speaker 1>what a great idea. Thank you. If it's the computer

0:14:51.440 --> 0:14:54.000
<v Speaker 1>just did the thing, that's like. I don't have any

0:14:54.040 --> 0:14:57.400
<v Speaker 1>trouble with natural language grease because I think the whole reason,

0:14:57.480 --> 0:15:01.200
<v Speaker 1>let's say, Chut GPT has grown comes from search. I

0:15:01.240 --> 0:15:03.800
<v Speaker 1>think it is the core of it, because Chad GPT

0:15:04.120 --> 0:15:08.200
<v Speaker 1>and Claude and all them are better at understanding what

0:15:08.280 --> 0:15:12.240
<v Speaker 1>you asked for, not saying that they output is necessarily great,

0:15:12.280 --> 0:15:16.120
<v Speaker 1>but just they understand the inference they make from what

0:15:16.200 --> 0:15:19.640
<v Speaker 1>you say is better than Google, or at least better

0:15:19.680 --> 0:15:22.120
<v Speaker 1>than Google has been. I feel like it was better before,

0:15:22.680 --> 0:15:25.720
<v Speaker 1>and I think that had Google not kind of boothed

0:15:25.800 --> 0:15:27.960
<v Speaker 1>it on this one, we wouldn't be in this spot.

0:15:28.000 --> 0:15:30.960
<v Speaker 1>But even then, using Google now it forces you. It

0:15:31.000 --> 0:15:33.320
<v Speaker 1>forces the AI summariz and you could do minus AI

0:15:33.400 --> 0:15:35.840
<v Speaker 1>and all that. But sometimes I don't remember too, and

0:15:35.880 --> 0:15:40.360
<v Speaker 1>it's just it's just turned search into this nightmare. But nevertheless,

0:15:41.080 --> 0:15:43.640
<v Speaker 1>back to what you were saying, I agree. I think

0:15:43.680 --> 0:15:46.680
<v Speaker 1>the anthropomorphization needs to go. I think that these things

0:15:46.720 --> 0:15:49.520
<v Speaker 1>need to respond like terminal windows or what have you.

0:15:49.560 --> 0:15:51.800
<v Speaker 1>They need to respond like computers and go, okay, here

0:15:51.800 --> 0:15:54.920
<v Speaker 1>you go. Just don't need all that clutch. I don't

0:15:54.920 --> 0:15:57.920
<v Speaker 1>need to be told, oh, what a great idea. I

0:15:57.960 --> 0:16:01.480
<v Speaker 1>know I had it, or indeed, if I'm being told that,

0:16:01.560 --> 0:16:03.240
<v Speaker 1>I need to be told if it's a bad idea.

0:16:03.320 --> 0:16:06.000
<v Speaker 1>But I don't even necessarily need a nonswer. I just

0:16:06.040 --> 0:16:07.840
<v Speaker 1>need stuff to look at so that I can come

0:16:07.840 --> 0:16:09.040
<v Speaker 1>to my own conclusions.

0:16:09.160 --> 0:16:11.800
<v Speaker 2>I think it's hard, actually, I think it's actually hard

0:16:11.800 --> 0:16:15.160
<v Speaker 2>to get a language model to do that, right, Because

0:16:15.160 --> 0:16:17.720
<v Speaker 2>if you think about when you go back to the

0:16:17.720 --> 0:16:19.640
<v Speaker 2>base layer of what's happening in the pre training is

0:16:19.640 --> 0:16:21.480
<v Speaker 2>that you're building a language model that's trying to win

0:16:21.520 --> 0:16:23.600
<v Speaker 2>at the token guessing game. So it's I'm trying to

0:16:23.600 --> 0:16:25.560
<v Speaker 2>guess what word or part of word actually comes next

0:16:25.600 --> 0:16:27.560
<v Speaker 2>to what I assume to be a real piece of text.

0:16:27.600 --> 0:16:29.640
<v Speaker 2>And then if you do that auto aggressively, so you

0:16:29.680 --> 0:16:31.640
<v Speaker 2>call it again and again and again, adding the answer

0:16:31.720 --> 0:16:33.960
<v Speaker 2>to the input so it grows out an answer, what

0:16:34.000 --> 0:16:37.480
<v Speaker 2>you're going to get is a text expansion. You've given

0:16:37.480 --> 0:16:39.280
<v Speaker 2>me a text that I'm trying to expand as if

0:16:39.320 --> 0:16:41.240
<v Speaker 2>there is a real text that exists and I'm trying

0:16:41.240 --> 0:16:43.480
<v Speaker 2>to match it. You get that like kind of indirectly.

0:16:43.760 --> 0:16:48.320
<v Speaker 2>So really it's idiom is the type of text that's

0:16:48.360 --> 0:16:50.640
<v Speaker 2>trained on, which for the most part is more sort

0:16:50.680 --> 0:16:53.520
<v Speaker 2>of pro style text. So you can tune it away

0:16:53.560 --> 0:16:56.200
<v Speaker 2>from it like you can tune its mood, you can

0:16:56.240 --> 0:16:59.960
<v Speaker 2>tune its synofancy. But it might be hard to actually

0:17:00.120 --> 0:17:03.880
<v Speaker 2>tune an LLM because it deals with human written pros

0:17:04.000 --> 0:17:06.240
<v Speaker 2>as its main training data. It might be harder than

0:17:06.240 --> 0:17:10.240
<v Speaker 2>we think to tune that away from being verbose and

0:17:10.280 --> 0:17:12.320
<v Speaker 2>that just give a table. Now, I guess you could

0:17:12.320 --> 0:17:15.080
<v Speaker 2>take its output and then maybe run that through another

0:17:15.160 --> 0:17:17.280
<v Speaker 2>thing that then strips away the other piece. It's like,

0:17:17.320 --> 0:17:21.720
<v Speaker 2>it's possible. But I think the anthropomorphized verbosity we see

0:17:21.760 --> 0:17:24.280
<v Speaker 2>in language models is also that's kind of the native

0:17:24.359 --> 0:17:28.119
<v Speaker 2>tongue of this particular, which is why we still have

0:17:28.280 --> 0:17:32.000
<v Speaker 2>a lot of chatbots being emphasized, and tools that are

0:17:32.000 --> 0:17:35.160
<v Speaker 2>built upon LLM as the digital brain are still way

0:17:35.200 --> 0:17:38.000
<v Speaker 2>more scarce than you would imagine outside of maybe computer

0:17:38.040 --> 0:17:40.920
<v Speaker 2>programming en coding harnesses, we just don't have a lot

0:17:40.920 --> 0:17:43.160
<v Speaker 2>of other examples where we just use the LLM as

0:17:43.160 --> 0:17:46.560
<v Speaker 2>a general person's digital brain, because I think this verbosity

0:17:46.960 --> 0:17:49.879
<v Speaker 2>is okay, humans can interpret that, but it's not great.

0:17:50.320 --> 0:17:52.720
<v Speaker 2>If the LM is just a digital brain that's interfacing

0:17:52.720 --> 0:17:55.760
<v Speaker 2>between you and another computer, it doesn't need to hear

0:17:55.800 --> 0:17:57.560
<v Speaker 2>that their idea is great or wants to try to

0:17:57.600 --> 0:17:59.280
<v Speaker 2>parse the different types of text. So there's some interesting

0:17:59.280 --> 0:18:01.720
<v Speaker 2>things going on there about the fundamental nature of these things.

0:18:02.000 --> 0:18:06.200
<v Speaker 1>But even then with Google Aiye mode, it's still seems

0:18:06.440 --> 0:18:09.800
<v Speaker 1>kind it's still like, actually seems like it can give

0:18:09.880 --> 0:18:13.119
<v Speaker 1>fairly short answers, but if you mess, if you argue

0:18:13.119 --> 0:18:16.520
<v Speaker 1>with it, as I have. It will just provide you it.

0:18:16.600 --> 0:18:20.000
<v Speaker 1>Even Googles will provide you with just hot dogshit. Yeah,

0:18:20.040 --> 0:18:22.600
<v Speaker 1>like it will just claim something is true. Why one,

0:18:22.640 --> 0:18:25.159
<v Speaker 1>I just did a private EQ thing on private credit

0:18:25.160 --> 0:18:27.600
<v Speaker 1>even And my favorite thing is being like, what fund

0:18:27.680 --> 0:18:29.040
<v Speaker 1>is this part of? And it goes, it's part of

0:18:29.040 --> 0:18:32.240
<v Speaker 1>this fun. That fund was fund that was founded after

0:18:32.320 --> 0:18:35.879
<v Speaker 1>this happened, And it goes, okay, well maybe it's this

0:18:35.920 --> 0:18:38.720
<v Speaker 1>one different fun three years old. Doesn't it not involved?

0:18:38.800 --> 0:18:39.680
<v Speaker 1>Do you have proof of that?

0:18:39.840 --> 0:18:41.800
<v Speaker 2>Well, this is what you don't know. This is what

0:18:41.840 --> 0:18:44.600
<v Speaker 2>you don't see in Star Trek. Is you know Captain

0:18:44.680 --> 0:18:47.360
<v Speaker 2>Kirk or whoever I'm going to mix up the episodes here, Yeah,

0:18:47.440 --> 0:18:50.560
<v Speaker 2>say like, hey, computer, we are approaching deep space nine

0:18:50.640 --> 0:18:54.600
<v Speaker 2>prepared docking procedures and computer is like photon torpedo fired,

0:18:54.840 --> 0:18:57.119
<v Speaker 2>sea destroyed. And you're like, well no, I said we're

0:18:57.119 --> 0:18:59.680
<v Speaker 2>supposed to dock. Oh you're right, Kirk, I should enough

0:18:59.720 --> 0:19:04.679
<v Speaker 2>fire the thanking me accountable. That was I did the

0:19:04.960 --> 0:19:07.400
<v Speaker 2>opposite thing, you know, Yeah, that didn't happen in Star Trek.

0:19:18.680 --> 0:19:22.440
<v Speaker 1>So one thing that's really been driving me insane, by

0:19:22.440 --> 0:19:24.560
<v Speaker 1>which I mean going on Twitter, is looking at people

0:19:24.600 --> 0:19:28.240
<v Speaker 1>like Aaron Levy of Box and Brian Armstrong of coinbase

0:19:28.480 --> 0:19:31.320
<v Speaker 1>talking about like agents spending money in the agentic web

0:19:31.320 --> 0:19:33.960
<v Speaker 1>and how we need to prepare the web for agents

0:19:34.000 --> 0:19:38.720
<v Speaker 1>doing stuff and the agents will do this fantastical doesn't exist.

0:19:38.760 --> 0:19:41.159
<v Speaker 1>Agents don't do that, just like not they don't have

0:19:41.240 --> 0:19:44.640
<v Speaker 1>the ability to like, oh, they'll use computers. Computer use

0:19:44.720 --> 0:19:47.919
<v Speaker 1>is basically non functional in AI, and it takes insane

0:19:48.000 --> 0:19:52.280
<v Speaker 1>amounts of compute. It feels like a conversation keeps happening

0:19:52.920 --> 0:19:56.880
<v Speaker 1>in theory, in the media on social media about something

0:19:56.920 --> 0:20:01.159
<v Speaker 1>that's possibly completely impossible, but the centency they discuss it

0:20:01.200 --> 0:20:04.240
<v Speaker 1>with is insane. To me. This whole agent conversation, I've

0:20:04.240 --> 0:20:05.800
<v Speaker 1>never seen anything like in my life.

0:20:06.600 --> 0:20:08.400
<v Speaker 2>I mean it does. It does feel a little bit

0:20:08.520 --> 0:20:11.680
<v Speaker 2>like crypto to me. I think that that is kind

0:20:11.680 --> 0:20:16.120
<v Speaker 2>of a fair comparison, where if you had a blockchain

0:20:16.880 --> 0:20:20.040
<v Speaker 2>driven software like in theory, that software would kind of work,

0:20:20.080 --> 0:20:22.320
<v Speaker 2>but it just gave you a worse version of what

0:20:22.359 --> 0:20:25.080
<v Speaker 2>you can already do for pennies using the actual you know,

0:20:25.200 --> 0:20:28.280
<v Speaker 2>Amazon server somewhere, and all you are really gaining was

0:20:28.280 --> 0:20:33.440
<v Speaker 2>some sort of cyber libertarian philosophical feel goods about like, yes,

0:20:33.480 --> 0:20:36.119
<v Speaker 2>but this was purely decentralized. I got worse versions of

0:20:36.160 --> 0:20:38.040
<v Speaker 2>software to be decentralized.

0:20:38.240 --> 0:20:38.800
<v Speaker 1>But that's.

0:20:40.520 --> 0:20:43.600
<v Speaker 2>This is what like early agents. I mean, okay, so

0:20:43.640 --> 0:20:45.480
<v Speaker 2>here's what I've been writing about agents. I've been thinking

0:20:45.520 --> 0:20:46.920
<v Speaker 2>a lot about it. I mean, the issue is I

0:20:46.920 --> 0:20:49.320
<v Speaker 2>don't think people understand what they are. I think people

0:20:49.400 --> 0:20:52.520
<v Speaker 2>think that it's a new type of digital brain that

0:20:52.680 --> 0:20:56.360
<v Speaker 2>is now able to go on and do more autonomous activity.

0:20:56.480 --> 0:20:58.359
<v Speaker 2>I always see this get mixed up. It's just like

0:20:58.400 --> 0:21:02.119
<v Speaker 2>people talking about Mythos breaking out of its sandbox to

0:21:02.160 --> 0:21:05.080
<v Speaker 2>do XYZ. Mythos is a language model. You can give

0:21:05.080 --> 0:21:06.800
<v Speaker 2>it an input and it can give you a token.

0:21:07.119 --> 0:21:11.280
<v Speaker 2>You're talking about a program that is calling Mythos and

0:21:11.320 --> 0:21:15.000
<v Speaker 2>then taking actions based on what it called. And this

0:21:15.080 --> 0:21:16.679
<v Speaker 2>is really what we're talking about with agents is the

0:21:16.680 --> 0:21:20.040
<v Speaker 2>digital brains are lms. And then you write a program

0:21:20.280 --> 0:21:22.640
<v Speaker 2>that will say to the LLM, give me a plan

0:21:22.680 --> 0:21:25.000
<v Speaker 2>for doing X. And then the LM spits out what

0:21:25.119 --> 0:21:27.760
<v Speaker 2>seems like a reasonable text, that seems like a reasonable plan,

0:21:28.040 --> 0:21:30.720
<v Speaker 2>and then you execute that plan. The program executes that

0:21:30.800 --> 0:21:33.720
<v Speaker 2>plan on behalf of the LLM. And I wrote about

0:21:33.720 --> 0:21:36.080
<v Speaker 2>this crypt Yeah, and I wrote about this earlier this year.

0:21:36.680 --> 0:21:38.800
<v Speaker 2>Llms are bad, you know, as a digital brain are

0:21:38.880 --> 0:21:42.040
<v Speaker 2>bad planners. It's not really you're not going to get

0:21:42.040 --> 0:21:46.160
<v Speaker 2>consistently usable plans because what an LLM is actually trying

0:21:46.160 --> 0:21:47.879
<v Speaker 2>to do is finish the store you gave it. So

0:21:47.920 --> 0:21:50.600
<v Speaker 2>all it wants to do is produce a story that

0:21:50.720 --> 0:21:54.840
<v Speaker 2>sounds reasonable. So it's giving you reasonable sounding plans like, yeah,

0:21:54.840 --> 0:21:57.080
<v Speaker 2>that's what a plan for doing this would more or

0:21:57.160 --> 0:22:00.160
<v Speaker 2>less sound like. But what it's not doing is actually

0:22:00.200 --> 0:22:02.960
<v Speaker 2>doing step by step evaluations. It doesn't have a clearly

0:22:03.040 --> 0:22:06.239
<v Speaker 2>isolated goal that it's trying to measure how close you're

0:22:06.280 --> 0:22:08.399
<v Speaker 2>getting to it. It doesn't have a world model to evaluate

0:22:08.600 --> 0:22:10.679
<v Speaker 2>what's going to happen with the steps that are going

0:22:10.720 --> 0:22:13.399
<v Speaker 2>to unfold next. And so in almost every context, it

0:22:13.440 --> 0:22:16.560
<v Speaker 2>turns out, oh digital brain, by itself being an LLM

0:22:16.640 --> 0:22:19.080
<v Speaker 2>doesn't lead to good agents in programming. It seems to

0:22:19.119 --> 0:22:22.600
<v Speaker 2>work a little bit better. But I do think Gary Marcus,

0:22:22.640 --> 0:22:24.560
<v Speaker 2>I don't info is a scoop. But Gary Marcus captured

0:22:24.560 --> 0:22:28.119
<v Speaker 2>in a recent newsletter something really important when Anthropic leaked

0:22:28.119 --> 0:22:30.760
<v Speaker 2>the code for their cloud code coding harness that sits

0:22:30.800 --> 0:22:34.800
<v Speaker 2>on top of their lllms to do coding. It turns

0:22:34.840 --> 0:22:39.120
<v Speaker 2>out they've added a huge amount of old fashioned hand

0:22:39.240 --> 0:22:43.840
<v Speaker 2>coded symbolic AI style rules and pattern recognizers and special

0:22:43.880 --> 0:22:47.800
<v Speaker 2>if thens. So they've just been sitting there tuning this

0:22:47.960 --> 0:22:52.560
<v Speaker 2>program for specifically doing computer programming, and the LM is

0:22:52.600 --> 0:22:55.640
<v Speaker 2>being a little bit more isolated to just the code production,

0:22:55.760 --> 0:22:57.560
<v Speaker 2>so they've kind of just gone back to old fashion.

0:22:57.960 --> 0:23:01.119
<v Speaker 2>This is like an old fashion system that is plussing

0:23:01.200 --> 0:23:03.200
<v Speaker 2>up an LLLLM. But I'm with you, Yeah, it's very

0:23:03.200 --> 0:23:06.639
<v Speaker 2>hard just asking an LLM tell me give me a

0:23:06.680 --> 0:23:10.199
<v Speaker 2>plan for doing X for almost any scenario of X.

0:23:10.640 --> 0:23:14.200
<v Speaker 2>You really can't trust a plan from a model whose

0:23:14.280 --> 0:23:18.479
<v Speaker 2>goal is primarily to finish text. To finish the story

0:23:18.520 --> 0:23:20.639
<v Speaker 2>you gave it in a reasonable style way. That's not

0:23:20.760 --> 0:23:23.159
<v Speaker 2>how we plan. That's not how we think about planning,

0:23:23.240 --> 0:23:25.920
<v Speaker 2>and it doesn't give you consistently usable plans. So yeah,

0:23:25.960 --> 0:23:29.119
<v Speaker 2>but you're right, it's magic. Like the agents are coming.

0:23:29.160 --> 0:23:31.520
<v Speaker 2>They've been saying this. I mean, I wrote the article

0:23:31.560 --> 0:23:34.240
<v Speaker 2>I wrote you know in January what happened to the

0:23:34.280 --> 0:23:36.040
<v Speaker 2>Year of the Agent. Twenty twenty five was the year

0:23:36.040 --> 0:23:38.400
<v Speaker 2>of the Agent. All we had was coding agents. That's

0:23:38.400 --> 0:23:40.080
<v Speaker 2>the only thing that we worked on that whole year.

0:23:40.200 --> 0:23:41.840
<v Speaker 2>It was a post. I'm mean, I have the receipts.

0:23:42.280 --> 0:23:45.600
<v Speaker 2>Early twenty twenty five, all of these executives saying, your

0:23:45.760 --> 0:23:48.000
<v Speaker 2>work is a knowledge worker now as a computer programmer,

0:23:48.000 --> 0:23:50.560
<v Speaker 2>but just as a knowledge worker is going to be

0:23:50.720 --> 0:23:53.479
<v Speaker 2>largely done with agents. You're going to have agents are

0:23:53.480 --> 0:23:56.199
<v Speaker 2>going to be a major part of your workforce in

0:23:56.320 --> 0:23:58.920
<v Speaker 2>just a normal office setting. And none of that happened

0:23:59.080 --> 0:24:01.880
<v Speaker 2>because it turns out to ask in an LLM, give

0:24:01.920 --> 0:24:05.560
<v Speaker 2>me a plan for doing X, does it often actually

0:24:05.600 --> 0:24:06.600
<v Speaker 2>produce a workable plan.

0:24:07.200 --> 0:24:09.640
<v Speaker 1>And as a result, the only way to make agents work,

0:24:09.680 --> 0:24:12.119
<v Speaker 1>which they do not, is to build a bunch of

0:24:12.160 --> 0:24:16.359
<v Speaker 1>symbolic or if this, then that shit just like scripts,

0:24:16.440 --> 0:24:19.160
<v Speaker 1>Like I mean, if you use manners, for example, it's

0:24:19.240 --> 0:24:21.840
<v Speaker 1>just writing a shit ton of Python, and it's writing

0:24:21.880 --> 0:24:24.440
<v Speaker 1>it to do stuff that it's like, oh yeah, let

0:24:24.440 --> 0:24:26.200
<v Speaker 1>me just do this, and it just writes a Python

0:24:26.240 --> 0:24:30.480
<v Speaker 1>tool to fill out a spreadsheet. It's insane. It's really insane.

0:24:30.560 --> 0:24:33.320
<v Speaker 1>But what's more insane to me is that the conversation

0:24:33.440 --> 0:24:35.760
<v Speaker 1>around agents is if they're already here, I'm about to

0:24:35.760 --> 0:24:38.639
<v Speaker 1>read you something from Box CEO Aaron Levy. The CEO

0:24:38.840 --> 0:24:42.520
<v Speaker 1>of a public company. One corollary to the fact that

0:24:42.560 --> 0:24:44.480
<v Speaker 1>AI agents take real work to set up in a

0:24:44.520 --> 0:24:46.600
<v Speaker 1>company at scale is that the role of the forward

0:24:46.640 --> 0:24:48.959
<v Speaker 1>deployed engineer or whatever it gets called in the future

0:24:49.119 --> 0:24:51.640
<v Speaker 1>isn't going away anytime soon. When a vendor sells any

0:24:51.680 --> 0:24:53.760
<v Speaker 1>kind of agents into an organization, you're no longer just

0:24:53.800 --> 0:24:56.200
<v Speaker 1>selling a software tool that gets implemented and you're done.

0:24:56.280 --> 0:24:59.720
<v Speaker 1>You're fundamentally selling some sort of actual workflow being done

0:24:59.720 --> 0:25:04.080
<v Speaker 1>by your technology. What are you fucking talking about? What

0:25:04.160 --> 0:25:06.359
<v Speaker 1>do you talk to You were a cloud storage and collaboration.

0:25:06.720 --> 0:25:09.560
<v Speaker 1>What do you sell And the answer is nothing. They

0:25:09.560 --> 0:25:12.240
<v Speaker 1>don't sell any agents. Agents do Oh, agents are going

0:25:12.320 --> 0:25:14.720
<v Speaker 1>to do this. What you are describing is a different

0:25:14.760 --> 0:25:18.640
<v Speaker 1>kind of technology. Just that's it, Like it's something else

0:25:18.680 --> 0:25:21.719
<v Speaker 1>that doesn't exist. But this is everywhere you go. You

0:25:21.760 --> 0:25:24.920
<v Speaker 1>look at any consultancy right now, any conference right now,

0:25:24.960 --> 0:25:28.840
<v Speaker 1>they will be a speech about agents. Even Meredith Whitaker,

0:25:29.040 --> 0:25:32.520
<v Speaker 1>who I deeply, deeply respect, went on stage last year,

0:25:32.640 --> 0:25:35.520
<v Speaker 1>is like, yeah, AI agents using money, they're booking plane tickets.

0:25:35.880 --> 0:25:39.520
<v Speaker 1>No they're not. That's not happening. And I said, I

0:25:39.680 --> 0:25:42.679
<v Speaker 1>say this again, deeply respect Meredith. I said this online.

0:25:42.720 --> 0:25:44.440
<v Speaker 1>People flip their shit, I mean, and it's like, oh,

0:25:44.440 --> 0:25:50.240
<v Speaker 1>she's directionally correct. Yeah, she's directionally correct. It's like, let's

0:25:50.240 --> 0:25:53.720
<v Speaker 1>be scared of the things that exist, because I think

0:25:53.800 --> 0:25:57.880
<v Speaker 1>it's perhaps scarier for a different reason that we have

0:25:58.000 --> 0:26:02.119
<v Speaker 1>large swarts of the tech industry talking about something that

0:26:02.160 --> 0:26:06.840
<v Speaker 1>doesn't exist, like just like agents don't like, they don't

0:26:07.400 --> 0:26:09.639
<v Speaker 1>they don't exist, they don't like people are talking about

0:26:09.800 --> 0:26:14.000
<v Speaker 1>the agentic Internet. I keep reading about even on the Verge.

0:26:14.040 --> 0:26:15.960
<v Speaker 1>I read about it. I read it all over the

0:26:15.960 --> 0:26:18.400
<v Speaker 1>shop where it's like, oh, yeah, well the Internet needs

0:26:18.400 --> 0:26:21.480
<v Speaker 1>to be rebuilt for agents to use. It's like, what

0:26:21.520 --> 0:26:24.439
<v Speaker 1>do you mean? And they never say because the answer

0:26:24.520 --> 0:26:27.359
<v Speaker 1>is when we come up with something else, because I

0:26:27.359 --> 0:26:30.640
<v Speaker 1>don't even think neurosymbolic makes sense for this. I mean

0:26:30.920 --> 0:26:33.840
<v Speaker 1>neurosymbolic being the one where it's they have a deterministic

0:26:33.880 --> 0:26:36.879
<v Speaker 1>system that they access it from what I understand. Like

0:26:38.200 --> 0:26:39.920
<v Speaker 1>the other thing as well, now that I think about

0:26:39.920 --> 0:26:43.200
<v Speaker 1>it out loud, is how would they actually browse the Internet?

0:26:43.320 --> 0:26:45.720
<v Speaker 1>Where are they being housed? Are we using GPUs to

0:26:45.720 --> 0:26:50.400
<v Speaker 1>make them browse the Internet? That's insanely, insanely, that's very

0:26:50.520 --> 0:26:54.239
<v Speaker 1>very convoluted and probably quite expensive to do. And to

0:26:54.280 --> 0:26:54.800
<v Speaker 1>what end?

0:26:55.040 --> 0:26:57.800
<v Speaker 2>That's that's the real question, right, And I've seen these proposals,

0:26:57.800 --> 0:26:59.560
<v Speaker 2>I mean basically where a lot of these proposals go.

0:26:59.800 --> 0:27:02.480
<v Speaker 2>I mean, it's the agents were supposed to. We thought

0:27:02.480 --> 0:27:04.320
<v Speaker 2>that we could just make AI do anything. So we'll

0:27:04.960 --> 0:27:06.639
<v Speaker 2>we'll have it use the mouse and just use our

0:27:06.640 --> 0:27:08.439
<v Speaker 2>computers for us. Oh that's hard, we don't know how

0:27:08.440 --> 0:27:10.280
<v Speaker 2>to do that, all right, So what we'll do is

0:27:10.800 --> 0:27:14.120
<v Speaker 2>we'll rewire all applications that anyone uses in the Internet

0:27:14.200 --> 0:27:16.160
<v Speaker 2>so that we don't actually have to use the mouse.

0:27:16.200 --> 0:27:19.120
<v Speaker 2>It can have a text interface so that an LLM,

0:27:19.440 --> 0:27:22.800
<v Speaker 2>like they do the coding agents do, can give you know,

0:27:23.040 --> 0:27:26.119
<v Speaker 2>description of how to do something in Excel in text

0:27:26.520 --> 0:27:29.480
<v Speaker 2>without having to actually move a mouse or click things around.

0:27:29.800 --> 0:27:32.320
<v Speaker 2>And then that these evolve to say, okay, well, what's

0:27:32.359 --> 0:27:34.760
<v Speaker 2>the one type of instruction that we're good at producing?

0:27:34.800 --> 0:27:39.160
<v Speaker 2>Because they get when elms produce plants, they're they're directionally

0:27:39.160 --> 0:27:41.479
<v Speaker 2>correct plans. They don't actually get the thing done. But

0:27:41.480 --> 0:27:43.600
<v Speaker 2>they said, oh, what lms are good at is producing

0:27:43.640 --> 0:27:45.639
<v Speaker 2>code that compiles and we can actually like check that

0:27:45.720 --> 0:27:48.000
<v Speaker 2>it works. And so this is where this whole vision

0:27:48.040 --> 0:27:52.680
<v Speaker 2>has changed is that all applications and Internet websites should

0:27:52.720 --> 0:27:56.560
<v Speaker 2>have a code accessible API that you can expose, and

0:27:56.560 --> 0:27:59.080
<v Speaker 2>that an LM can write a program that will then

0:27:59.720 --> 0:28:01.920
<v Speaker 2>act says that API. So we don't need to teach

0:28:01.920 --> 0:28:03.880
<v Speaker 2>the LM how to use Excel. It'll write a It'll

0:28:03.880 --> 0:28:07.960
<v Speaker 2>write a Python program that'll call hooks into Excel. The

0:28:08.000 --> 0:28:10.080
<v Speaker 2>problem with this is no one wants to open up

0:28:10.080 --> 0:28:12.960
<v Speaker 2>their application to just agents in general. If I'm Microsoft,

0:28:13.080 --> 0:28:14.919
<v Speaker 2>is like, I don't want I want to write a

0:28:14.960 --> 0:28:18.760
<v Speaker 2>custom tool for my program. Why would I expose my

0:28:18.840 --> 0:28:21.760
<v Speaker 2>program for anyone else, anyone else to use it? But

0:28:22.119 --> 0:28:24.680
<v Speaker 2>your your original question, it's a big one to what end.

0:28:24.800 --> 0:28:27.720
<v Speaker 2>Like I've been writing about this recently, especially with uh

0:28:28.040 --> 0:28:31.960
<v Speaker 2>work and AI. You got to find the real bottlenecks, right, Yeah,

0:28:32.000 --> 0:28:34.119
<v Speaker 2>it's it's the drunk looking for the keys under the

0:28:34.480 --> 0:28:36.080
<v Speaker 2>under the street light. There's a lot of this going

0:28:36.119 --> 0:28:37.920
<v Speaker 2>on where this is what we can do with AI

0:28:38.080 --> 0:28:41.840
<v Speaker 2>right now, then this now becomes like the key to productivity.

0:28:41.840 --> 0:28:44.240
<v Speaker 2>But the real bottlenecks in people's work is often not

0:28:44.320 --> 0:28:46.479
<v Speaker 2>the things that we're trying to aim AI at. Like

0:28:46.560 --> 0:28:50.320
<v Speaker 2>I don't know people are super frustrated at booking a

0:28:50.320 --> 0:28:51.320
<v Speaker 2>plane ticket online.

0:28:51.640 --> 0:28:52.640
<v Speaker 1>Yeah, it's really easy.

0:28:52.720 --> 0:28:54.440
<v Speaker 2>How often do you book plane tickets? You kind of

0:28:54.440 --> 0:28:57.320
<v Speaker 2>want to know, like, let me, let me see, maybe

0:28:57.320 --> 0:28:59.960
<v Speaker 2>this time will be better, what seats available? It takes

0:29:00.160 --> 0:29:02.240
<v Speaker 2>five minutes. So it was a huge jump to go

0:29:02.320 --> 0:29:04.560
<v Speaker 2>from a travel agent to a web interface. But this

0:29:04.640 --> 0:29:06.880
<v Speaker 2>is not a bottleneck in people's life now where I

0:29:06.920 --> 0:29:08.480
<v Speaker 2>want to give complicated time.

0:29:08.760 --> 0:29:11.920
<v Speaker 1>Yeah, and they're easy. They're so simple. I can do

0:29:11.960 --> 0:29:14.400
<v Speaker 1>it while sitting on the toilet. I don't want an

0:29:14.440 --> 0:29:17.320
<v Speaker 1>agent to choose. And the people are like, oh, your

0:29:17.360 --> 0:29:20.200
<v Speaker 1>calendar will tell it. My calendar doesn't lay out my

0:29:20.480 --> 0:29:23.360
<v Speaker 1>entire day. I don't have every single thing I do

0:29:23.440 --> 0:29:25.600
<v Speaker 1>on that. It's just strange.

0:29:25.760 --> 0:29:27.960
<v Speaker 2>Well, I had the same argument with like social science

0:29:28.000 --> 0:29:31.160
<v Speaker 2>researchers who're like, we if you're you know, geeky enough

0:29:31.200 --> 0:29:35.160
<v Speaker 2>to learn coding agents, They're like, this is this is revolutionary,

0:29:35.320 --> 0:29:38.479
<v Speaker 2>revolutionizing science research because now, for example, you could have

0:29:38.520 --> 0:29:42.400
<v Speaker 2>it write a program to process a data file and

0:29:42.440 --> 0:29:45.200
<v Speaker 2>then format it into a plot, and that might have

0:29:45.280 --> 0:29:48.320
<v Speaker 2>taken you four hours to do, and it and you

0:29:48.400 --> 0:29:49.920
<v Speaker 2>work with it for a half hour and you get

0:29:49.920 --> 0:29:53.400
<v Speaker 2>that result. This is revolutionizing research. And I'm saying, well,

0:29:53.440 --> 0:29:56.800
<v Speaker 2>it's not. The bottleneck for social science researchers is not

0:29:57.240 --> 0:29:59.719
<v Speaker 2>analyzing data and producing plots. You're not sitting there doing

0:29:59.760 --> 0:30:01.720
<v Speaker 2>that eight hours a day every day. And if I

0:30:01.720 --> 0:30:03.719
<v Speaker 2>could do this twice as fast, I'll produce twice as

0:30:03.720 --> 0:30:06.120
<v Speaker 2>many papers. I might write one paper in a three

0:30:06.120 --> 0:30:09.040
<v Speaker 2>month period. Yeah. In there, there's like four hours I

0:30:09.080 --> 0:30:11.040
<v Speaker 2>spent making a plot. And sure it'd be nice if

0:30:11.080 --> 0:30:14.040
<v Speaker 2>that four hours became thirty minutes, but that's four hours

0:30:14.040 --> 0:30:16.600
<v Speaker 2>out of like a multi month process of sort of

0:30:16.640 --> 0:30:20.560
<v Speaker 2>thinking about this paper is, by the way, like a graph.

0:30:20.680 --> 0:30:23.240
<v Speaker 2>Oh right, yeah, the computer science turn. But yeah, it's

0:30:23.280 --> 0:30:25.160
<v Speaker 2>like that's nice, that got a little bit faster. But

0:30:25.200 --> 0:30:28.240
<v Speaker 2>that's not the bottleneck. That's not what's going to unlock

0:30:28.280 --> 0:30:30.040
<v Speaker 2>a lot more research. It's like, man, I would write

0:30:30.080 --> 0:30:31.920
<v Speaker 2>more papers if it wasn't for how long it took

0:30:31.960 --> 0:30:34.640
<v Speaker 2>me to draw a graph. And if you could buy.

0:30:34.480 --> 0:30:38.720
<v Speaker 1>The problem data getting the data, actually collecting data.

0:30:38.400 --> 0:30:40.280
<v Speaker 2>That's what it is. I wrote about this talking to

0:30:40.520 --> 0:30:43.000
<v Speaker 2>a well known business school professor years ago from my

0:30:43.040 --> 0:30:46.320
<v Speaker 2>book Deep Work, and he talked about he just realized, oh,

0:30:46.360 --> 0:30:49.920
<v Speaker 2>being a business professor publishing papers is about data access.

0:30:49.960 --> 0:30:52.520
<v Speaker 2>I have to spend most of my year talking to people,

0:30:52.560 --> 0:30:56.200
<v Speaker 2>building relationships, trying to set up, you know, an agreement

0:30:56.240 --> 0:30:58.040
<v Speaker 2>with a company where I can get good data that

0:30:58.040 --> 0:31:00.880
<v Speaker 2>I can get three papers. Out of all of that work,

0:31:01.240 --> 0:31:03.240
<v Speaker 2>there's one day in there where you're crunching the numbers

0:31:03.280 --> 0:31:05.760
<v Speaker 2>and making a plot, and it's nicer if you could

0:31:05.760 --> 0:31:08.320
<v Speaker 2>do a little bit faster. But it's not a productivity bottleneck.

0:31:08.560 --> 0:31:12.360
<v Speaker 2>It's a marginal efficiency. I think there's a lot of

0:31:12.360 --> 0:31:14.520
<v Speaker 2>that going on right now with AI and productivity, as

0:31:14.520 --> 0:31:16.440
<v Speaker 2>we look at what the AI can do and then

0:31:16.440 --> 0:31:18.480
<v Speaker 2>try to make that thing and somehow being the key

0:31:18.520 --> 0:31:19.520
<v Speaker 2>to getting things done.

0:31:20.120 --> 0:31:22.680
<v Speaker 1>I just my productivity problem is that the UI and

0:31:22.800 --> 0:31:27.440
<v Speaker 1>UX and everything sucks. Everything's disjointed. Setting up riverside is

0:31:27.600 --> 0:31:30.480
<v Speaker 1>always fun. They moved the menus around projects are in

0:31:30.520 --> 0:31:33.760
<v Speaker 1>a different place. That takes up time. Moving files places

0:31:33.880 --> 0:31:36.600
<v Speaker 1>also takes up a lot of time. This morning, when

0:31:36.640 --> 0:31:39.280
<v Speaker 1>I put out my private credit piece, I had to

0:31:39.360 --> 0:31:41.480
<v Speaker 1>do these threats. I had to click around a website

0:31:41.520 --> 0:31:43.000
<v Speaker 1>and put in the old text, but I had to

0:31:43.000 --> 0:31:45.640
<v Speaker 1>tweak it slightly. It's like, I don't know how AI

0:31:45.800 --> 0:31:49.400
<v Speaker 1>would possibly help me here. And they're not working on that.

0:31:49.960 --> 0:31:53.000
<v Speaker 2>Well, they tried. They tried it. I thought that was

0:31:53.040 --> 0:31:55.280
<v Speaker 2>going to be this is what I was excited about

0:31:55.400 --> 0:31:58.440
<v Speaker 2>earlier in the Jenai revolution. I was like, Okay, here's

0:31:58.480 --> 0:32:01.760
<v Speaker 2>the real value. PROP is natural language interface into advanced

0:32:01.760 --> 0:32:05.440
<v Speaker 2>features on software where I can just say, all right,

0:32:05.480 --> 0:32:08.560
<v Speaker 2>I want you to go take this column in the

0:32:08.560 --> 0:32:10.280
<v Speaker 2>spreadsheet and get rid of all the rows that have

0:32:10.400 --> 0:32:12.440
<v Speaker 2>values before this, and then I want to make a

0:32:12.480 --> 0:32:14.440
<v Speaker 2>big a pie chart. And because I don't want to

0:32:14.520 --> 0:32:16.360
<v Speaker 2>learn how to do all that in ECCEL, I don't

0:32:16.400 --> 0:32:18.600
<v Speaker 2>know how to do that. And they tried it. I mean,

0:32:18.600 --> 0:32:22.520
<v Speaker 2>this is Microsoft Copilot. But it turns out we underestimated

0:32:22.520 --> 0:32:24.480
<v Speaker 2>the degree to which when we as humans are interacting

0:32:24.520 --> 0:32:27.120
<v Speaker 2>with a chatbot that were incredibly gracious, were able to

0:32:27.160 --> 0:32:28.959
<v Speaker 2>adjust and kind of get the gist of what it

0:32:29.040 --> 0:32:31.640
<v Speaker 2>means and filter out the part of the chatbot response

0:32:31.760 --> 0:32:33.800
<v Speaker 2>is not really relevant or ask the follow up question.

0:32:34.040 --> 0:32:36.600
<v Speaker 2>And when they tried to just use LLLM responses to

0:32:36.760 --> 0:32:41.520
<v Speaker 2>automate actions within programs there it's just not accurate enough.

0:32:41.840 --> 0:32:43.920
<v Speaker 2>So they wanted that to be the case that you

0:32:43.960 --> 0:32:47.120
<v Speaker 2>could just be talking to a riverside bot and you

0:32:47.200 --> 0:32:49.520
<v Speaker 2>never would have to press a button ever. Again in Riverside,

0:32:49.600 --> 0:32:52.720
<v Speaker 2>it's just not accurate enough. Llm's it's fine for human conversation,

0:32:52.800 --> 0:32:56.280
<v Speaker 2>it's it's just not accurate enough in this general case.

0:32:56.760 --> 0:32:58.720
<v Speaker 1>Well, so that thing you're describing with how they want

0:32:58.760 --> 0:33:01.800
<v Speaker 1>the agentic web to just be series of APIs so

0:33:01.840 --> 0:33:05.080
<v Speaker 1>that every agent writes Python or what have you to

0:33:05.200 --> 0:33:09.920
<v Speaker 1>use them. That's a massive computational increase for no reason,

0:33:10.040 --> 0:33:13.160
<v Speaker 1>because you're basically saying, instead of someone clicking a mouse

0:33:13.200 --> 0:33:18.280
<v Speaker 1>and hitting a keyboard, we will write code for everything. Yeah.

0:33:18.360 --> 0:33:22.440
<v Speaker 1>What an insane what a truly insane idea. I mean,

0:33:23.320 --> 0:33:26.000
<v Speaker 1>it's it's just very like Salesforce today. I don't know

0:33:26.000 --> 0:33:29.280
<v Speaker 1>if you saw, they announced that they're doing Salesforce headless

0:33:29.320 --> 0:33:33.400
<v Speaker 1>three sixty. Mark Benioff needs to fire everyone in marketing.

0:33:33.720 --> 0:33:35.680
<v Speaker 1>But they've made it so that you can do everything

0:33:35.720 --> 0:33:39.040
<v Speaker 1>with Salesforce fire and API, which is I mean, the

0:33:39.080 --> 0:33:41.560
<v Speaker 1>first question I always ask is what does Salesforce do?

0:33:41.760 --> 0:33:43.760
<v Speaker 1>Because I've talked to so many people and they can't

0:33:43.760 --> 0:33:46.320
<v Speaker 1>tell me. There's like twenty one different features. No one

0:33:46.320 --> 0:33:49.440
<v Speaker 1>knows what they do. But it's like it's just a

0:33:49.520 --> 0:33:52.120
<v Speaker 1>very bizarre thing it's very much a cart horse thing.

0:33:52.200 --> 0:33:56.240
<v Speaker 1>But also what agent Like, That's what this is the

0:33:56.280 --> 0:33:59.080
<v Speaker 1>thing that really drives me insane. They're talking about we've

0:33:59.080 --> 0:34:02.200
<v Speaker 1>built this API for agentic web for agents to use it,

0:34:03.280 --> 0:34:06.040
<v Speaker 1>which one? What agent? What are you talking about whether

0:34:06.080 --> 0:34:08.080
<v Speaker 1>it will be in the future. What do you you

0:34:08.280 --> 0:34:12.359
<v Speaker 1>change something materially with your publicly traded company worth three

0:34:12.440 --> 0:34:16.399
<v Speaker 1>hundred billion dollars because it might happen. Well, we're getting

0:34:16.440 --> 0:34:20.120
<v Speaker 1>ahead of it. What the And it's you talk to

0:34:20.280 --> 0:34:22.480
<v Speaker 1>members of the media about this and they just go, yeah,

0:34:22.560 --> 0:34:26.520
<v Speaker 1>you know, yeah, you know, it will happen. It's obviously

0:34:26.560 --> 0:34:29.000
<v Speaker 1>going to happen. They wouldn't put this much money behind

0:34:29.000 --> 0:34:31.880
<v Speaker 1>it if it wasn't going to It's like, I don't know,

0:34:32.160 --> 0:34:35.000
<v Speaker 1>especially with Salesforce, And I'm like, you don't think Salesforce

0:34:35.040 --> 0:34:37.800
<v Speaker 1>would spend a bunch of money for no reason? Well,

0:34:38.160 --> 0:34:43.080
<v Speaker 1>but you've not been following Salesforce at all then, I mean, yeah, gone, yeah.

0:34:42.920 --> 0:34:44.480
<v Speaker 2>I was gonna say, how much that meta spent on

0:34:45.000 --> 0:34:46.120
<v Speaker 2>the metaverse.

0:34:45.960 --> 0:34:49.200
<v Speaker 1>Over seventy billion dollars. Where did that money go? Where

0:34:49.239 --> 0:34:51.000
<v Speaker 1>did where'd it go?

0:34:52.640 --> 0:34:56.480
<v Speaker 2>It's just amazing floating dinosaur.

0:34:56.160 --> 0:34:59.160
<v Speaker 1>A building legs, But let's change.

0:34:58.960 --> 0:35:02.040
<v Speaker 2>That's the second fifty they got in the second half

0:35:02.080 --> 0:35:03.560
<v Speaker 2>the investment, they would have got to the legs or

0:35:03.600 --> 0:35:04.120
<v Speaker 2>just not there yet.

0:35:04.400 --> 0:35:08.680
<v Speaker 1>Another one hundred billion we'll have toes. So changing subject

0:35:08.719 --> 0:35:11.560
<v Speaker 1>a little. Mythos has been one of my favorite media

0:35:11.640 --> 0:35:16.239
<v Speaker 1>hysterias recently. I genuinely wonder like, if they've ran more

0:35:16.320 --> 0:35:19.160
<v Speaker 1>of the worlds again today, I think Axios would have

0:35:19.200 --> 0:35:21.080
<v Speaker 1>a headline two minutes and it be like there are

0:35:21.120 --> 0:35:23.680
<v Speaker 1>aliens they're attacking. I heard it on I heard it

0:35:23.719 --> 0:35:27.520
<v Speaker 1>on our podcast. I've looked through the system card. I

0:35:27.560 --> 0:35:31.040
<v Speaker 1>don't know if you have for mythos. It's whacky.

0:35:31.080 --> 0:35:34.239
<v Speaker 2>It's wacky. I can't believe we're we're letting people get

0:35:34.280 --> 0:35:38.520
<v Speaker 2>away with having a psychologist talking through that chap that

0:35:38.960 --> 0:35:41.200
<v Speaker 2>was like in your system card, it's nuts.

0:35:41.239 --> 0:35:45.600
<v Speaker 1>What market they had a psychiatrist or psychologist I can't

0:35:45.640 --> 0:35:48.000
<v Speaker 1>remember talk to it and be like, yeah, we found

0:35:48.040 --> 0:35:53.600
<v Speaker 1>these emotional features. How is like we need regulators to

0:35:53.680 --> 0:35:58.080
<v Speaker 1>stop this stuff? Because I've heard and people's response to

0:35:58.120 --> 0:36:00.120
<v Speaker 1>this as well. Banks are having meetings pat and the

0:36:00.160 --> 0:36:03.759
<v Speaker 1>governments have meetings about it. Governments have meetings about NFTs.

0:36:04.239 --> 0:36:07.840
<v Speaker 1>There was a Gavin Newsom signed an executive order about

0:36:08.320 --> 0:36:12.280
<v Speaker 1>web three. These people will meet and talk about anything. Oh,

0:36:12.360 --> 0:36:14.520
<v Speaker 1>it's scary and they're not talking about it, which means

0:36:14.520 --> 0:36:17.680
<v Speaker 1>it's powerful. How is it powerful? What does it do?

0:36:17.800 --> 0:36:19.960
<v Speaker 1>Because I think you probably saw this as well. It

0:36:19.960 --> 0:36:23.040
<v Speaker 1>didn't list how many false positives they were. It also

0:36:23.080 --> 0:36:27.040
<v Speaker 1>didn't mention that the free bsd bug that they talk

0:36:27.120 --> 0:36:30.839
<v Speaker 1>about that they found the wasn't actually exploitable. I think

0:36:30.880 --> 0:36:33.560
<v Speaker 1>it was something about like the about the level, like

0:36:33.600 --> 0:36:35.759
<v Speaker 1>the level it was that I forget. I'm not I

0:36:36.080 --> 0:36:40.440
<v Speaker 1>don't do programming other than other than very simple Python,

0:36:40.600 --> 0:36:42.440
<v Speaker 1>the dog's Python.

0:36:42.840 --> 0:36:45.160
<v Speaker 2>Yeah, I mean FreeBSD, Colonel is full of bugs. All

0:36:45.160 --> 0:36:46.280
<v Speaker 2>these things are full of bugs.

0:36:46.280 --> 0:36:47.200
<v Speaker 1>That's their open source.

0:36:48.080 --> 0:36:51.239
<v Speaker 2>I had to have this conversation with someone recently where

0:36:51.239 --> 0:36:54.360
<v Speaker 2>they are like, Mythos, can you believe of all the

0:36:54.360 --> 0:36:58.520
<v Speaker 2>places that found a bug in the kernel of Linux,

0:36:58.840 --> 0:37:01.239
<v Speaker 2>like in Linux they found like are you kidding me?

0:37:01.360 --> 0:37:04.920
<v Speaker 2>All day long? Is just bug fixes having been pushed

0:37:04.960 --> 0:37:09.160
<v Speaker 2>into that repository. Yeah, the Mythos story, I think, I

0:37:09.160 --> 0:37:11.120
<v Speaker 2>mean a someone needs to get a Nobel price in

0:37:11.200 --> 0:37:14.799
<v Speaker 2>marketing because it was it was absolutely brilliant what they

0:37:14.840 --> 0:37:16.960
<v Speaker 2>did there, I've spent a lot of time on it.

0:37:16.960 --> 0:37:20.080
<v Speaker 2>It's complicated because again you can't really trust the system

0:37:20.120 --> 0:37:22.799
<v Speaker 2>cards are just gonzo that Anthropic puts out and it's

0:37:22.840 --> 0:37:26.040
<v Speaker 2>not publicly available. But there were I think a few

0:37:26.160 --> 0:37:29.879
<v Speaker 2>very telling things. So there's two features they say Mythos has.

0:37:29.960 --> 0:37:32.400
<v Speaker 2>One is finding vulnerabilities and source code, and two is

0:37:32.400 --> 0:37:35.440
<v Speaker 2>writing programs to exploit them. It's first really important that

0:37:35.480 --> 0:37:38.560
<v Speaker 2>people understand this has been something that people have been

0:37:38.560 --> 0:37:42.719
<v Speaker 2>doing with lollm since the beginning of publicly available lllmbs.

0:37:42.800 --> 0:37:45.839
<v Speaker 2>Right there is not only is there nothing new about that,

0:37:45.920 --> 0:37:48.840
<v Speaker 2>but I found they put this on my podcast almost

0:37:48.880 --> 0:37:52.839
<v Speaker 2>word for word from the Anthropic system card them they

0:37:52.840 --> 0:37:56.759
<v Speaker 2>said in the the Opus four to six rather systems card, right,

0:37:56.880 --> 0:37:59.240
<v Speaker 2>a publicly available model that's already been out for many months,

0:37:59.520 --> 0:38:02.120
<v Speaker 2>almost for word for what they said about Mythos, except

0:38:02.120 --> 0:38:03.759
<v Speaker 2>for no coverage of it and no fear. They said,

0:38:03.760 --> 0:38:11.000
<v Speaker 2>we have found five hundred zero day vulnerabilities, including some

0:38:11.239 --> 0:38:14.880
<v Speaker 2>that had been in existing for decades without having been discovered.

0:38:15.400 --> 0:38:17.520
<v Speaker 2>That is what they said about what Opus four to

0:38:17.560 --> 0:38:20.399
<v Speaker 2>six could do for Mythos. They said the same thing.

0:38:20.400 --> 0:38:23.040
<v Speaker 2>They just replaced the word five hundred one thousands, but

0:38:23.120 --> 0:38:25.239
<v Speaker 2>when OPIS four to six came out, there was no

0:38:25.360 --> 0:38:28.160
<v Speaker 2>Oh my god. They have found many hundreds of zero

0:38:28.239 --> 0:38:30.240
<v Speaker 2>day exploits, many of which have been around for decades.

0:38:30.680 --> 0:38:34.000
<v Speaker 2>Because they didn't push that marketing button, no one particularly

0:38:34.200 --> 0:38:36.440
<v Speaker 2>cared about it. I went back to my podcast and

0:38:36.440 --> 0:38:38.920
<v Speaker 2>showed multiple papers. This has been a huge concern, and

0:38:38.960 --> 0:38:40.839
<v Speaker 2>it's a real concern. By the way, right, is that

0:38:41.320 --> 0:38:47.440
<v Speaker 2>partially what slows down slightly cracking breaking into systems is

0:38:47.480 --> 0:38:49.680
<v Speaker 2>the fact that it's annoying and hard, and lllms have

0:38:49.719 --> 0:38:52.719
<v Speaker 2>made it easier. GPT four was good at finding exploits, right,

0:38:52.840 --> 0:38:54.720
<v Speaker 2>and this was a big deal. They were like GPT

0:38:54.800 --> 0:38:57.680
<v Speaker 2>three five wasn't great at at GPT four is. And

0:38:57.719 --> 0:38:59.640
<v Speaker 2>then as we got the more recent models, they've been

0:38:59.680 --> 0:39:02.800
<v Speaker 2>much better are at writing code to exploit them because

0:39:02.840 --> 0:39:05.879
<v Speaker 2>we had better agents for it, and they're more they're

0:39:05.960 --> 0:39:08.600
<v Speaker 2>better able to produce multi step software goals and so

0:39:08.600 --> 0:39:10.840
<v Speaker 2>they can better build software to exploit them. This is

0:39:10.880 --> 0:39:13.640
<v Speaker 2>a real issue, but it's not new with mythos, right, Yeah,

0:39:13.800 --> 0:39:16.719
<v Speaker 2>Mythos was presented as if some rubicon had been passed.

0:39:16.760 --> 0:39:18.520
<v Speaker 2>But there was a couple things I noticed, right, off

0:39:18.560 --> 0:39:22.600
<v Speaker 2>the bat one. They made the mistake of listing a

0:39:22.640 --> 0:39:25.160
<v Speaker 2>bunch of the exploits that they vulnerabilities they had found

0:39:25.239 --> 0:39:27.480
<v Speaker 2>to try to brag, look at this thing in FreeBSD,

0:39:27.800 --> 0:39:29.479
<v Speaker 2>look at this thing at FFP and G or whatever.

0:39:29.600 --> 0:39:32.320
<v Speaker 2>They showed all these exploits they found, they didn't count

0:39:32.400 --> 0:39:34.920
<v Speaker 2>on a lot of security researchers said well, wait a second,

0:39:35.360 --> 0:39:37.880
<v Speaker 2>why don't I get like a much smaller, cheaper model

0:39:38.280 --> 0:39:40.160
<v Speaker 2>in and at that same source code and say can

0:39:40.200 --> 0:39:43.480
<v Speaker 2>you find any vulnerabilities? They could find the same ones.

0:39:43.960 --> 0:39:49.839
<v Speaker 2>So the evidence that it's finding vulnerabilities better, we don't

0:39:49.840 --> 0:39:51.680
<v Speaker 2>have any way of knowing that's true. And if anything,

0:39:51.680 --> 0:39:53.160
<v Speaker 2>we actually are gain a lot of reports that they

0:39:53.160 --> 0:39:56.200
<v Speaker 2>were paying big bounties for security researchers. I'm going to

0:39:56.200 --> 0:39:58.040
<v Speaker 2>give you access to mythos. I'm going to pay you

0:39:58.719 --> 0:40:00.719
<v Speaker 2>for any bugs you can report you found with it.

0:40:00.760 --> 0:40:03.319
<v Speaker 2>So they had security researchers, just who knows how many

0:40:03.320 --> 0:40:05.520
<v Speaker 2>false positives were coming out of that. And then on

0:40:05.560 --> 0:40:09.799
<v Speaker 2>the exploitation side, we only really have one study. It

0:40:09.800 --> 0:40:12.160
<v Speaker 2>comes from AISI, who I do not trust, but it's

0:40:12.200 --> 0:40:14.719
<v Speaker 2>the only independent study. The fact that they gave them

0:40:14.760 --> 0:40:17.160
<v Speaker 2>access itself should make us maybe a little bit suspect,

0:40:17.400 --> 0:40:22.000
<v Speaker 2>but it basically just showed like normal progression, no massive leap.

0:40:22.680 --> 0:40:24.560
<v Speaker 2>Model by model gets a little bit better on some

0:40:24.600 --> 0:40:27.640
<v Speaker 2>of these tests and benchmarks, and Mythos has no out

0:40:27.640 --> 0:40:30.040
<v Speaker 2>of scale leap. It's just like on some it's about

0:40:30.040 --> 0:40:31.759
<v Speaker 2>the same, on some it's a little bit better. And

0:40:31.840 --> 0:40:35.120
<v Speaker 2>yet it got covered as if we had just turned

0:40:35.160 --> 0:40:37.799
<v Speaker 2>on you know, Whopper from the movie War Games, like

0:40:37.840 --> 0:40:40.799
<v Speaker 2>we had just some new entity that was like on

0:40:40.880 --> 0:40:43.359
<v Speaker 2>its own undermining security. And I do not think that.

0:40:43.400 --> 0:40:46.360
<v Speaker 2>I think that was highly credulous coverage of what almost

0:40:46.400 --> 0:40:51.320
<v Speaker 2>certainly is just like a standard, slight jagged move forward

0:40:51.520 --> 0:40:54.000
<v Speaker 2>on these various capabilities that we've been seeing for the

0:40:54.080 --> 0:40:58.600
<v Speaker 2>last three years.

0:41:10.200 --> 0:41:12.960
<v Speaker 1>Also, when you said that the difference between Opus four

0:41:12.960 --> 0:41:17.040
<v Speaker 1>point six and Mythos five hundred two thousands makes me

0:41:17.080 --> 0:41:19.200
<v Speaker 1>ask the very simple question of did they look as

0:41:19.200 --> 0:41:22.120
<v Speaker 1>hard to your point about the security research I didn't

0:41:22.320 --> 0:41:25.120
<v Speaker 1>like they. Did they spend as much time? Probably not,

0:41:25.239 --> 0:41:27.759
<v Speaker 1>so they probably could have found them. Also, by the way,

0:41:27.800 --> 0:41:30.560
<v Speaker 1>immediately was looking up AI Safety Institute is of course

0:41:30.600 --> 0:41:32.839
<v Speaker 1>heavily linked to effective altruism.

0:41:33.080 --> 0:41:35.319
<v Speaker 2>Can I say why I'm upset at AISI. I talked

0:41:35.320 --> 0:41:38.000
<v Speaker 2>about them two weeks ago. I did or through an't

0:41:38.000 --> 0:41:39.719
<v Speaker 2>know what's coming out, but I did a podcast in

0:41:40.000 --> 0:41:43.799
<v Speaker 2>Whenever March where I looked at this report and mainly

0:41:43.840 --> 0:41:45.960
<v Speaker 2>I looked at the Guardians coverage of this report done

0:41:45.960 --> 0:41:48.319
<v Speaker 2>by AISI. But it was just the most inane thing.

0:41:48.360 --> 0:41:53.000
<v Speaker 2>The headline was massive increase in AI scheming is detected.

0:41:53.080 --> 0:41:55.239
<v Speaker 2>And they had a chart working Christ and they had

0:41:55.239 --> 0:41:58.399
<v Speaker 2>a chargament and bad line went up, and it went

0:41:58.520 --> 0:42:00.160
<v Speaker 2>up in like January and it goes up up And

0:42:00.200 --> 0:42:02.880
<v Speaker 2>if you read this article about this study, they're like,

0:42:03.360 --> 0:42:08.640
<v Speaker 2>something's going on. Scheming has been increasing rapidly recently, and

0:42:08.680 --> 0:42:11.400
<v Speaker 2>they like gave some examples of it or whatever. And

0:42:11.440 --> 0:42:12.640
<v Speaker 2>so I look at this. It's like, well, I want

0:42:12.640 --> 0:42:13.799
<v Speaker 2>to look at what is going on here? So I

0:42:13.800 --> 0:42:16.000
<v Speaker 2>look at this chart. What are they charting? Oh, they're

0:42:16.080 --> 0:42:20.960
<v Speaker 2>charting tweets per day that they've detected, tweets about AI

0:42:21.200 --> 0:42:23.200
<v Speaker 2>doing things that you didn't want it to do. And

0:42:23.239 --> 0:42:26.000
<v Speaker 2>I said, huh, so when does this line start going up?

0:42:26.760 --> 0:42:28.960
<v Speaker 2>The week that open Claw was released to the public

0:42:29.080 --> 0:42:31.759
<v Speaker 2>and everyone just started building their own bad agents and

0:42:31.760 --> 0:42:35.319
<v Speaker 2>then tweeting about how bad they were and you know

0:42:35.360 --> 0:42:38.040
<v Speaker 2>what word was not mentioned in that article, open claw.

0:42:39.200 --> 0:42:42.120
<v Speaker 2>And even though the examples they were giving, so they

0:42:42.280 --> 0:42:45.680
<v Speaker 2>just said, scheming just started rising. I guess ai is

0:42:45.719 --> 0:42:47.960
<v Speaker 2>becoming Cynthia. And all they were measuring.

0:42:47.719 --> 0:42:50.799
<v Speaker 1>Was people paraphrasing the same viral story. Do you tell

0:42:50.840 --> 0:42:52.240
<v Speaker 1>their own fucking language?

0:42:52.280 --> 0:42:54.319
<v Speaker 2>And then I looked at and then I looked at

0:42:54.320 --> 0:42:56.440
<v Speaker 2>the biggest spike. I was like, well, this day in

0:42:56.520 --> 0:42:59.800
<v Speaker 2>February on this chart had the biggest spike. It was like, oh,

0:43:00.120 --> 0:43:03.720
<v Speaker 2>there is this one tweet about open claw, like erasing

0:43:03.760 --> 0:43:06.920
<v Speaker 2>someone's emails, and then it got retweeted it went super viral.

0:43:07.000 --> 0:43:09.640
<v Speaker 2>I was like, okay, great, you just the real headline

0:43:09.640 --> 0:43:13.280
<v Speaker 2>of this article. Letting people write their own agents leads

0:43:13.320 --> 0:43:17.520
<v Speaker 2>to terrible agents. That's that's it, but the whole that's

0:43:17.560 --> 0:43:19.600
<v Speaker 2>AISI but Eve looking.

0:43:19.320 --> 0:43:21.919
<v Speaker 1>At the tweets as well. One of them is from

0:43:21.960 --> 0:43:26.920
<v Speaker 1>a forty seven follower account with AIAR called Underscore Underscore

0:43:27.080 --> 0:43:29.919
<v Speaker 1>just underscore underscored Lisa, and it's this is really bad.

0:43:29.960 --> 0:43:33.600
<v Speaker 1>Opus is editing files and making up reasons. It's deleting

0:43:33.600 --> 0:43:35.440
<v Speaker 1>adult content, so hallucinations.

0:43:35.760 --> 0:43:39.520
<v Speaker 2>And also Opus is not doing that. The stupid open

0:43:39.560 --> 0:43:43.480
<v Speaker 2>claw program you wrote that's prompting OPIS and then taking

0:43:43.560 --> 0:43:45.840
<v Speaker 2>action on your computer based on what it says is

0:43:45.840 --> 0:43:48.799
<v Speaker 2>deleting your files. The program you wrote that you gave

0:43:48.960 --> 0:43:51.719
<v Speaker 2>access to your files and just said whatever we get

0:43:51.760 --> 0:43:55.400
<v Speaker 2>from this prompt execute it is erasing your files. OPIS

0:43:55.400 --> 0:43:57.600
<v Speaker 2>can't do anything. I could produce tokens. But here's the

0:43:57.640 --> 0:43:59.239
<v Speaker 2>other point I want to make about Mythos that I

0:43:59.280 --> 0:44:01.120
<v Speaker 2>don't think it's being made. And it reminds you of

0:44:01.120 --> 0:44:03.440
<v Speaker 2>the Sherlock Holmes story of the dog that didn't bark right,

0:44:03.480 --> 0:44:06.120
<v Speaker 2>where the actual piece of evidence that mattered is not

0:44:06.160 --> 0:44:09.000
<v Speaker 2>what you heard, but what you didn't here. This is

0:44:09.000 --> 0:44:11.200
<v Speaker 2>what I think the real story here is is you

0:44:11.280 --> 0:44:14.840
<v Speaker 2>did not hear Dario Amaday in the lead up to

0:44:15.000 --> 0:44:17.239
<v Speaker 2>the Mythos release in the last year, let's say, or

0:44:17.239 --> 0:44:19.120
<v Speaker 2>the last two years. You did not hear him talking

0:44:19.120 --> 0:44:21.920
<v Speaker 2>about what we're working on and why AI is important

0:44:21.960 --> 0:44:24.760
<v Speaker 2>is because we're going to be able to find vulnerabilities

0:44:24.760 --> 0:44:26.799
<v Speaker 2>and software that have been long hidden. We're going to

0:44:26.800 --> 0:44:30.479
<v Speaker 2>build the ultimate cybersecurity machine. This was not discussed. That's

0:44:30.520 --> 0:44:33.160
<v Speaker 2>old fashioned stuff, that's boring stuff, that's stuff that we

0:44:33.160 --> 0:44:35.920
<v Speaker 2>were worried at even GPT two. People are worried about that.

0:44:36.200 --> 0:44:39.000
<v Speaker 2>What we've been hearing about steadily was jobs are going

0:44:39.080 --> 0:44:41.840
<v Speaker 2>to be automated. We're going to have like whole creative

0:44:41.840 --> 0:44:44.879
<v Speaker 2>industries wiped out. We might have synthients coming and at

0:44:44.880 --> 0:44:48.279
<v Speaker 2>the very least like AGI and these massive disruptions. This

0:44:48.360 --> 0:44:51.239
<v Speaker 2>is what they've been focusing on again and again. And

0:44:51.280 --> 0:44:54.880
<v Speaker 2>then their biggest best model, right, their newest, greatest, bestest

0:44:54.920 --> 0:44:57.359
<v Speaker 2>model that they trained forever and use all the electricity.

0:44:57.920 --> 0:45:00.680
<v Speaker 2>What did they say about it? None of those things.

0:45:01.320 --> 0:45:03.520
<v Speaker 2>They didn't talk about. Any of the things they said

0:45:03.560 --> 0:45:05.600
<v Speaker 2>the key to AI was the things they were afraid of,

0:45:05.640 --> 0:45:08.719
<v Speaker 2>the things they're excited about. Instead, they went back and

0:45:08.760 --> 0:45:12.680
<v Speaker 2>talked about a boring, parochial, old feature that has been

0:45:12.719 --> 0:45:16.000
<v Speaker 2>an issue that nerdy security researchers have been talking about

0:45:16.040 --> 0:45:18.520
<v Speaker 2>for a half decade now. That to me is if

0:45:18.560 --> 0:45:21.279
<v Speaker 2>I was an investor, I would say, take off your

0:45:21.440 --> 0:45:25.759
<v Speaker 2>like Greek helmet, coseplay, Mythos is coming to destroyer. Hold

0:45:25.840 --> 0:45:29.279
<v Speaker 2>on a second, Is this better at automating jobs? Is

0:45:29.320 --> 0:45:30.880
<v Speaker 2>this better like producing code?

0:45:31.120 --> 0:45:31.399
<v Speaker 1>Is this?

0:45:31.640 --> 0:45:32.680
<v Speaker 2>Is this is this age?

0:45:32.920 --> 0:45:32.960
<v Speaker 3>Like?

0:45:33.000 --> 0:45:35.480
<v Speaker 2>Why are we talking about finding bugs? We're worried about that?

0:45:35.480 --> 0:45:38.400
<v Speaker 2>With GPT four, Like that's a problem. But it's like

0:45:38.480 --> 0:45:41.400
<v Speaker 2>that that's not something new. Uh oh, something must be

0:45:41.440 --> 0:45:42.920
<v Speaker 2>going on. You just put a lot of money into

0:45:42.920 --> 0:45:45.560
<v Speaker 2>a new model, and the best thing you could find

0:45:45.840 --> 0:45:51.120
<v Speaker 2>to emphasize was it's good at finding bugs. I think

0:45:51.160 --> 0:45:53.640
<v Speaker 2>that is a problem. It's what they didn't say about

0:45:53.680 --> 0:45:57.360
<v Speaker 2>this model. They would much much much rather be able

0:45:57.360 --> 0:46:00.240
<v Speaker 2>to brag this model is now much better at any

0:46:00.280 --> 0:46:02.000
<v Speaker 2>of those things that they've been saying is the key

0:46:02.000 --> 0:46:03.640
<v Speaker 2>to the AI future. And you didn't hear them talk

0:46:03.760 --> 0:46:05.040
<v Speaker 2>much at all about any of those.

0:46:05.560 --> 0:46:07.600
<v Speaker 1>Yeah, and that's the thing. If it was so powerful,

0:46:07.680 --> 0:46:10.000
<v Speaker 1>Like here's the thing, I don't know what would make

0:46:10.040 --> 0:46:13.080
<v Speaker 1>me convince that lllm's were the future. But a step

0:46:13.080 --> 0:46:16.000
<v Speaker 1>toward it would be we typed create a Slack competitor,

0:46:16.040 --> 0:46:18.600
<v Speaker 1>which they claimed they did once and then didn't show

0:46:18.680 --> 0:46:20.919
<v Speaker 1>it and refused to and they said, oh, it worked

0:46:20.960 --> 0:46:23.480
<v Speaker 1>autonomously for thirty hours, but then wouldn't talk about it.

0:46:23.520 --> 0:46:25.640
<v Speaker 1>If they were like, we created the Slack clone. Here

0:46:25.640 --> 0:46:27.600
<v Speaker 1>it is and it was bug free, Like if it

0:46:27.680 --> 0:46:29.560
<v Speaker 1>actually just worked and we're like we now we have

0:46:29.600 --> 0:46:34.120
<v Speaker 1>done this, because theoretically, if this SaaS pocalypse story was true,

0:46:34.160 --> 0:46:35.880
<v Speaker 1>which it's not that AI is going to replace all

0:46:35.920 --> 0:46:40.479
<v Speaker 1>software if they actually did that. If they because someone

0:46:40.520 --> 0:46:42.640
<v Speaker 1>from Anthropic just left the board of Figma and they

0:46:42.680 --> 0:46:45.960
<v Speaker 1>created a Figma clone and the stock went down because

0:46:46.000 --> 0:46:48.960
<v Speaker 1>the market's run by toddlers. If they were like, we've

0:46:49.000 --> 0:46:52.719
<v Speaker 1>released a clone of Microsoft Word, it's yeah, like we've

0:46:52.719 --> 0:46:55.080
<v Speaker 1>done Anthropic Word and we now sell that as part

0:46:55.080 --> 0:46:58.319
<v Speaker 1>of our subscription. That would actually be quite something. But

0:46:58.400 --> 0:47:00.440
<v Speaker 1>the thing is they're not. It's kind of gets back

0:47:00.480 --> 0:47:02.560
<v Speaker 1>to the old talking point of if they made Agi,

0:47:02.600 --> 0:47:05.120
<v Speaker 1>why would they sell it. Wouldn't it be a massive

0:47:05.160 --> 0:47:07.879
<v Speaker 1>competitive advantage to keep this? And I think you're right.

0:47:08.040 --> 0:47:11.840
<v Speaker 1>I think maybe mythos is not as powerful as they

0:47:11.920 --> 0:47:13.880
<v Speaker 1>say and they've just had to dress up. But it

0:47:13.880 --> 0:47:16.000
<v Speaker 1>gets back to the thing of the direction the true

0:47:16.040 --> 0:47:19.920
<v Speaker 1>media coverage. It's like, well, this is scary, right, I

0:47:19.960 --> 0:47:23.200
<v Speaker 1>mean that system caused like one hundred and eighty pages long.

0:47:23.239 --> 0:47:25.800
<v Speaker 1>I don't good all day. I have to write three

0:47:25.920 --> 0:47:28.479
<v Speaker 1>one hundred wood blogs a week. I couldn't possibly spend

0:47:28.520 --> 0:47:29.239
<v Speaker 1>time reading this.

0:47:30.040 --> 0:47:32.640
<v Speaker 2>And it's just we need so much more skepticism. We

0:47:32.680 --> 0:47:34.600
<v Speaker 2>need so much more skepticism, right, I mean, this is

0:47:34.600 --> 0:47:38.160
<v Speaker 2>why again, like the most skeptical we're not skeptics, but

0:47:38.239 --> 0:47:40.400
<v Speaker 2>like the I call it the East Coast computer scientists,

0:47:40.400 --> 0:47:43.360
<v Speaker 2>So those are the were technically minded, and we're not

0:47:44.000 --> 0:47:47.080
<v Speaker 2>near Silicon Valley, so we're not in that world. It's

0:47:47.160 --> 0:47:48.879
<v Speaker 2>very hard to be a professor in a world where

0:47:48.880 --> 0:47:51.200
<v Speaker 2>there's this hundreds of millions of dollars being handed around

0:47:51.239 --> 0:47:52.799
<v Speaker 2>and they try to like ignore it. But the East

0:47:52.800 --> 0:47:57.080
<v Speaker 2>Coast computer scientists are all baffled by. You talk to

0:47:57.120 --> 0:48:00.319
<v Speaker 2>any East Coast computer scientists, they're all baffled by. Like

0:48:00.600 --> 0:48:03.960
<v Speaker 2>oftentimes there's claims that are just not true or widely exaggerated.

0:48:04.800 --> 0:48:06.719
<v Speaker 2>Why are we so credulous? I mean, it'd be one

0:48:06.719 --> 0:48:09.319
<v Speaker 2>thing if it was like a government agency. We didn't

0:48:09.360 --> 0:48:12.759
<v Speaker 2>realize was like trying to, you know, protect the fact

0:48:12.800 --> 0:48:14.880
<v Speaker 2>that there was UFOs and they're just straight uply and

0:48:14.880 --> 0:48:17.120
<v Speaker 2>we've ever encountered that before. Like I didn't realize that,

0:48:17.160 --> 0:48:21.719
<v Speaker 2>you know, no, it's a business right. The credulity with

0:48:21.760 --> 0:48:24.719
<v Speaker 2>which we're taking these claims like mythos is I think

0:48:24.760 --> 0:48:27.240
<v Speaker 2>the most important story there is. Yeah, this is another

0:48:27.280 --> 0:48:30.719
<v Speaker 2>example of what I wrote last summer about AI's had

0:48:30.719 --> 0:48:32.319
<v Speaker 2>a bit of a wall in the sense that all

0:48:32.360 --> 0:48:35.000
<v Speaker 2>of the improvements that have come really since over the

0:48:35.040 --> 0:48:37.240
<v Speaker 2>last two years have almost all been either on post

0:48:37.239 --> 0:48:39.640
<v Speaker 2>training or more importantly, on the harnesses that you built.

0:48:39.640 --> 0:48:42.800
<v Speaker 2>So it comes in the software you're building tas harness.

0:48:43.000 --> 0:48:45.200
<v Speaker 1>Just I've seen this word used the law. I think

0:48:45.239 --> 0:48:47.440
<v Speaker 1>it's good for me and the listeners to hear the

0:48:47.440 --> 0:48:48.200
<v Speaker 1>exact definition.

0:48:48.440 --> 0:48:49.960
<v Speaker 2>I think of it as like a computer program that

0:48:50.000 --> 0:48:52.560
<v Speaker 2>can do stuff. You can talk to it could do stuff,

0:48:52.880 --> 0:48:55.160
<v Speaker 2>and it uses it'll prompt or talk to an LLM

0:48:55.560 --> 0:48:58.480
<v Speaker 2>as like its digital brain. So the harness might actually

0:48:58.520 --> 0:49:01.160
<v Speaker 2>be able to touch your file system, write the files,

0:49:01.200 --> 0:49:04.839
<v Speaker 2>compile code, move things around, but to figure out what

0:49:04.960 --> 0:49:08.040
<v Speaker 2>actions to take. It will also then prompt an LLM

0:49:08.520 --> 0:49:10.400
<v Speaker 2>and say, okay, what should I do next? And you

0:49:10.440 --> 0:49:12.720
<v Speaker 2>can put it on different Uh yeah, it's a wrapper.

0:49:14.040 --> 0:49:17.239
<v Speaker 2>So that's where all the progress has come. All of

0:49:17.239 --> 0:49:22.080
<v Speaker 2>the progress and coding agents since about a year has come,

0:49:22.200 --> 0:49:25.120
<v Speaker 2>especially sorrying this fault has come from better rappers, better harnesses.

0:49:25.239 --> 0:49:29.080
<v Speaker 2>It's all in let's build better. Just hand coding, no

0:49:29.239 --> 0:49:32.000
<v Speaker 2>machine learning, no intelligence, no skynt here, but just hand coding.

0:49:32.040 --> 0:49:36.320
<v Speaker 2>These programs that will call ms. Let's just keep tuning

0:49:36.400 --> 0:49:38.279
<v Speaker 2>and tweaking those to be better and better. And of

0:49:38.280 --> 0:49:41.560
<v Speaker 2>course the programmers building those particular programs, they're building them

0:49:41.560 --> 0:49:42.919
<v Speaker 2>to do their type of work, so it's a field

0:49:42.920 --> 0:49:44.879
<v Speaker 2>they understand really well, so they can really just sit

0:49:44.920 --> 0:49:47.400
<v Speaker 2>here and twist and tune. And also, like programmers are

0:49:47.480 --> 0:49:50.400
<v Speaker 2>very adaptable, they like tools and they'll adapt around the

0:49:50.440 --> 0:49:52.080
<v Speaker 2>weaknesses or not. So it's like kind of like a

0:49:52.080 --> 0:49:54.879
<v Speaker 2>best case scenario. But this is another indication of we're

0:49:54.880 --> 0:49:58.120
<v Speaker 2>not getting these fundamental giant leaps in the capabilities of

0:49:58.120 --> 0:50:01.080
<v Speaker 2>the digital brains. It's either some bench maxine, like we

0:50:01.200 --> 0:50:04.759
<v Speaker 2>tuned it to do better on a particular benchmark, or

0:50:04.760 --> 0:50:06.960
<v Speaker 2>we've built better programs around it. So when you put

0:50:06.960 --> 0:50:09.719
<v Speaker 2>the money that they put in the Mythos and if

0:50:09.760 --> 0:50:12.480
<v Speaker 2>really the best thing you had to emphasize when it

0:50:12.560 --> 0:50:17.720
<v Speaker 2>was done is we have a cybersecurity benchmark where Opus

0:50:17.719 --> 0:50:19.640
<v Speaker 2>four to six was at sixty six point seven and

0:50:19.640 --> 0:50:22.520
<v Speaker 2>this is eighty three point one. That doesn't necessarily going

0:50:22.560 --> 0:50:25.160
<v Speaker 2>to justify what's going on or that AISI has this.

0:50:25.280 --> 0:50:26.880
<v Speaker 2>There's only one thing in there where they see a

0:50:26.960 --> 0:50:30.279
<v Speaker 2>leap from Mythos at a particular contrived security scenario. They

0:50:30.280 --> 0:50:32.120
<v Speaker 2>came up with, and this big leap that got them

0:50:32.160 --> 0:50:35.760
<v Speaker 2>all worried was Opus four to six could on average

0:50:35.760 --> 0:50:38.000
<v Speaker 2>complete sixteen out of thirty two steps in this in

0:50:38.040 --> 0:50:40.640
<v Speaker 2>this challenge, and Mythos on average could do twenty two

0:50:40.680 --> 0:50:41.799
<v Speaker 2>steps out of thirty two.

0:50:42.160 --> 0:50:42.440
<v Speaker 1>Wow.

0:50:42.680 --> 0:50:45.440
<v Speaker 2>That I mean, like that's hundreds and hundreds of millions

0:50:45.480 --> 0:50:47.920
<v Speaker 2>of dollars of training, electricity or whatever. I think that's

0:50:47.920 --> 0:50:48.520
<v Speaker 2>an issue.

0:50:49.520 --> 0:50:53.239
<v Speaker 1>I just I think that maybe this is a simplistic point.

0:50:53.640 --> 0:50:55.880
<v Speaker 1>I don't think they know what they're doing at this point.

0:50:56.280 --> 0:50:59.560
<v Speaker 1>Like I don't get the sense that Anthropic or even

0:50:59.600 --> 0:51:03.600
<v Speaker 1>Open I has a strategy. Because today as we're speaking,

0:51:03.640 --> 0:51:06.400
<v Speaker 1>so this would be out next Wednesday, but they released

0:51:06.440 --> 0:51:08.880
<v Speaker 1>Anthropic Design. The thing I mentioned the figmaclone. It's like,

0:51:09.680 --> 0:51:12.640
<v Speaker 1>why are you fucking cloning Figma? What are you doing?

0:51:12.760 --> 0:51:15.279
<v Speaker 2>You're trying I thought you're gonna automate the economy. Yeah,

0:51:15.360 --> 0:51:16.960
<v Speaker 2>like what you're doing you're.

0:51:16.800 --> 0:51:20.520
<v Speaker 1>Going to replace a So you've made a Figma clone? What?

0:51:21.200 --> 0:51:23.120
<v Speaker 1>Like we heard the rumors last year that they were

0:51:23.160 --> 0:51:25.040
<v Speaker 1>going to do a product and Open Eye was going

0:51:25.120 --> 0:51:28.640
<v Speaker 1>to do a productivity suite. It's like why, It's like

0:51:28.680 --> 0:51:32.960
<v Speaker 1>they're doing everything they can to ignore the core problem,

0:51:33.000 --> 0:51:36.279
<v Speaker 1>which is the core technology is not going anywhere, like

0:51:36.320 --> 0:51:39.600
<v Speaker 1>because Mythos appears to be. They called it a step change,

0:51:39.920 --> 0:51:44.080
<v Speaker 1>but that's a nice way of saying incremental improvement is correct.

0:51:44.160 --> 0:51:45.799
<v Speaker 2>Yeah, and let me tell you why I would be

0:51:45.800 --> 0:51:48.160
<v Speaker 2>worried if I was them. Here's the worries someome thing

0:51:48.160 --> 0:51:51.400
<v Speaker 2>about Mythos, right is again they talked about these vulnerabilities

0:51:51.480 --> 0:51:53.840
<v Speaker 2>hidden for decades that you know, Mythos found or what

0:51:53.880 --> 0:51:59.000
<v Speaker 2>have you. And they replicated multiple different independent security teams

0:51:59.360 --> 0:52:04.320
<v Speaker 2>were able to find most of those vulnerabilities using three

0:52:04.360 --> 0:52:08.520
<v Speaker 2>to five billion parameter open weight models. Put that in perspective, right,

0:52:09.120 --> 0:52:12.880
<v Speaker 2>a model like Mythos is going to have hundreds of billions,

0:52:12.920 --> 0:52:16.000
<v Speaker 2>if not a trillion parameters, and they use a three

0:52:16.040 --> 0:52:18.759
<v Speaker 2>to five billion parameter off the shelf. You could run

0:52:18.800 --> 0:52:23.319
<v Speaker 2>this model on a chip inside your ten trillion, ten trillion, oh,

0:52:23.480 --> 0:52:28.200
<v Speaker 2>ten Trillionzy, that's crazy, love the number, bro? Is that true?

0:52:28.760 --> 0:52:30.439
<v Speaker 1>Yeah? Oh my god?

0:52:30.600 --> 0:52:35.040
<v Speaker 2>Ten trillion parameters is insane? Like you better be that

0:52:35.120 --> 0:52:38.520
<v Speaker 2>better be either gaming the stock market and creating billions

0:52:38.560 --> 0:52:41.880
<v Speaker 2>of dollars of days and like fancy option returns, or

0:52:41.960 --> 0:52:44.120
<v Speaker 2>changing lead in the gold because to run something that

0:52:44.160 --> 0:52:47.720
<v Speaker 2>has ten billion, ten trillion parameters to do almost anything

0:52:47.760 --> 0:52:51.960
<v Speaker 2>else is a a It's like we're going to launch

0:52:52.000 --> 0:52:55.520
<v Speaker 2>ourselves in the space to do something in land every time.

0:52:55.560 --> 0:52:58.200
<v Speaker 2>That's so incredible expensive. But the real fear then is like, well,

0:52:58.200 --> 0:52:59.600
<v Speaker 2>wait a second. If they could do most of this

0:52:59.680 --> 0:53:03.160
<v Speaker 2>stuff with a free, cheap model that I could just

0:53:03.239 --> 0:53:07.560
<v Speaker 2>run on a machine at home, That's what keeps I think,

0:53:07.640 --> 0:53:09.720
<v Speaker 2>Dario Amiday up at night. That's what keeps Sam Altman

0:53:09.800 --> 0:53:12.200
<v Speaker 2>up at night. It's the future. Look, I've been pitching

0:53:12.239 --> 0:53:17.120
<v Speaker 2>this right. I think the useful and the only ethical

0:53:17.360 --> 0:53:21.840
<v Speaker 2>and sustainable future for AI is what I call distributed AGI.

0:53:21.880 --> 0:53:23.440
<v Speaker 2>And I think it's just what the future is going

0:53:23.480 --> 0:53:27.560
<v Speaker 2>to be, which is you have specialized applications for different

0:53:27.560 --> 0:53:30.359
<v Speaker 2>things where oh, we want to do this thing over here.

0:53:30.400 --> 0:53:32.319
<v Speaker 2>We built something that has some AI in it, and

0:53:32.360 --> 0:53:34.880
<v Speaker 2>maybe it has an LLM or it's a modular architecture,

0:53:34.920 --> 0:53:36.560
<v Speaker 2>and it has a billion parameter model in there in

0:53:36.560 --> 0:53:39.120
<v Speaker 2>a world model, and it's really good at doing this thing,

0:53:39.200 --> 0:53:41.719
<v Speaker 2>and it's small and it mainly runs on chip. And

0:53:41.760 --> 0:53:44.560
<v Speaker 2>now this program can do this thing that I used

0:53:44.600 --> 0:53:46.719
<v Speaker 2>to have to do. And you multiply that across ten

0:53:46.760 --> 0:53:48.600
<v Speaker 2>thousand different use cases and you're like, oh, we kind

0:53:48.640 --> 0:53:51.400
<v Speaker 2>of have AGI, right, there's all these different things that

0:53:51.600 --> 0:53:55.480
<v Speaker 2>have AI tools that like do pretty well. That's like

0:53:55.560 --> 0:53:58.560
<v Speaker 2>a completely probably the most probable future. It's a future

0:53:58.600 --> 0:54:01.160
<v Speaker 2>I really like for a lot of reasons. There'll be

0:54:01.200 --> 0:54:02.680
<v Speaker 2>a lot of things that we can't make progress on

0:54:02.719 --> 0:54:04.239
<v Speaker 2>a lot of things we will, but it's a much

0:54:04.280 --> 0:54:07.760
<v Speaker 2>more heterogeneous future. There's no giant hell nine thousand brains

0:54:07.800 --> 0:54:10.680
<v Speaker 2>as economically more interesting and diverse. It doesn't have all

0:54:10.680 --> 0:54:13.680
<v Speaker 2>the sustainability issues. That has to be the future. But

0:54:13.719 --> 0:54:15.800
<v Speaker 2>the problem about that future, if you're Sam Altman or

0:54:15.840 --> 0:54:18.960
<v Speaker 2>dearI Amiday, is that their entire moat is unless you

0:54:19.080 --> 0:54:22.360
<v Speaker 2>need ten trillion parameters. They want that to be the

0:54:22.440 --> 0:54:24.759
<v Speaker 2>key to the AI future because that moat is something

0:54:24.760 --> 0:54:27.400
<v Speaker 2>that no one can cross. And if that's not the moat,

0:54:27.719 --> 0:54:30.319
<v Speaker 2>if it's just oh, if I want to build a

0:54:30.320 --> 0:54:32.520
<v Speaker 2>poker playing AI, that's really good. I just need people

0:54:32.520 --> 0:54:34.359
<v Speaker 2>who are good at poker and to spend a couple

0:54:34.360 --> 0:54:36.520
<v Speaker 2>of years and figure out a cool custom system, and

0:54:36.560 --> 0:54:38.759
<v Speaker 2>that thing now does well. If that's the future, you

0:54:38.800 --> 0:54:42.839
<v Speaker 2>don't need open AI, and you don't need Anthropic, and

0:54:43.080 --> 0:54:45.120
<v Speaker 2>I think that probably might be the future, and I

0:54:45.120 --> 0:54:46.759
<v Speaker 2>think that's terrifying. And they're trying to race to an

0:54:46.800 --> 0:54:49.120
<v Speaker 2>IPO and they're marketing out of their butts, Like what

0:54:49.160 --> 0:54:51.279
<v Speaker 2>can we do to kind of keep things going so

0:54:51.280 --> 0:54:53.080
<v Speaker 2>at least we can get our stock on the market.

0:54:53.360 --> 0:54:54.759
<v Speaker 2>That's what would keep me up at night if I

0:54:54.880 --> 0:54:57.239
<v Speaker 2>was them, is actually the future. There might be a

0:54:57.280 --> 0:54:58.880
<v Speaker 2>lot of AI in the future, and it's not going

0:54:58.920 --> 0:55:00.400
<v Speaker 2>to be nearly as sexy as there hoping.

0:55:01.239 --> 0:55:04.200
<v Speaker 1>What if there's also by the way, that ten trillion number,

0:55:04.320 --> 0:55:06.680
<v Speaker 1>I can't source it to Anthropic. I've seen it reported

0:55:06.719 --> 0:55:10.080
<v Speaker 1>multiple places. This is this is a problem. They have

0:55:10.160 --> 0:55:13.040
<v Speaker 1>an issue. We have an we have an issue with

0:55:13.200 --> 0:55:16.560
<v Speaker 1>news right now. We're just like mythology spreads ironic considering

0:55:16.600 --> 0:55:18.839
<v Speaker 1>the name. But the other thing is as well, it's

0:55:18.880 --> 0:55:23.640
<v Speaker 1>like hundreds of billions of trillion parameter, you're just using

0:55:23.640 --> 0:55:26.759
<v Speaker 1>a nuke to kill a single gopher. Yeah, Like you're

0:55:26.800 --> 0:55:29.000
<v Speaker 1>just like, we're going to throw everything we have at it,

0:55:29.960 --> 0:55:32.040
<v Speaker 1>to the point that I don't know if you've been

0:55:32.080 --> 0:55:35.960
<v Speaker 1>seeing the amount of trouble Anthropic has had keeping its

0:55:36.040 --> 0:55:40.080
<v Speaker 1>service online and how they're making the models dumber. It

0:55:40.239 --> 0:55:44.600
<v Speaker 1>just feels like we're in this weird hysterical moment where

0:55:45.239 --> 0:55:47.440
<v Speaker 1>no one knows why they're doing this, but everyone's ready

0:55:47.440 --> 0:55:49.799
<v Speaker 1>to accept whatever anyone says. Like it's just like, oh,

0:55:49.880 --> 0:55:51.719
<v Speaker 1>we're all doing this insane thing, so we're just going

0:55:51.760 --> 0:55:55.960
<v Speaker 1>to repeat what kind of informs the bias and makes

0:55:56.040 --> 0:55:58.839
<v Speaker 1>us look less dumb the more excited we are.

0:55:58.920 --> 0:56:01.960
<v Speaker 2>I think the frontier model like F one cars and

0:56:02.280 --> 0:56:05.560
<v Speaker 2>the equivalent of points on the F one circuit are

0:56:05.800 --> 0:56:08.480
<v Speaker 2>you're positioning on the benchmark leader boards. Like, so you

0:56:08.560 --> 0:56:12.080
<v Speaker 2>do this, You build these giant models, and you spend

0:56:12.080 --> 0:56:13.960
<v Speaker 2>all this money electricity, and they're so big they're not

0:56:14.000 --> 0:56:16.520
<v Speaker 2>even economically viable to like have people use, which might

0:56:16.600 --> 0:56:18.640
<v Speaker 2>really be what's going on with mythos is like, yeah,

0:56:18.719 --> 0:56:21.240
<v Speaker 2>we have to make this seem super premium because otherwise

0:56:21.239 --> 0:56:23.319
<v Speaker 2>people are going to get charged five thousand dollars a month.

0:56:24.120 --> 0:56:27.120
<v Speaker 2>And just like if you're red Bull or Ferrari, your

0:56:27.239 --> 0:56:29.960
<v Speaker 2>FRK F one car doing well on this leaderboard just

0:56:30.040 --> 0:56:32.960
<v Speaker 2>lets people know this company builds good cars and then

0:56:33.000 --> 0:56:35.160
<v Speaker 2>you can sell your normal cars. I think that's a

0:56:35.200 --> 0:56:36.879
<v Speaker 2>lot of what's going on here is that they want

0:56:36.920 --> 0:56:39.480
<v Speaker 2>to be high on that leaderboard means we know how

0:56:39.480 --> 0:56:42.360
<v Speaker 2>to do AI. We AI smart, even though the future

0:56:42.400 --> 0:56:45.719
<v Speaker 2>of actual consumer deployed products is going to be much

0:56:45.760 --> 0:56:49.040
<v Speaker 2>more like a Honda Odyssey minivan than it's going to

0:56:49.080 --> 0:56:51.640
<v Speaker 2>be like a top Formula one car.

0:56:52.680 --> 0:56:55.000
<v Speaker 1>Well, Cow, it's been an absolute pleasure having you as that.

0:56:55.080 --> 0:56:57.640
<v Speaker 1>But why could people find you?

0:56:57.640 --> 0:56:59.840
<v Speaker 2>You can find at callan nuper dot com. My podcast

0:56:59.880 --> 0:57:03.040
<v Speaker 2>is Deep Questions on Thursdays. The Thursday episodes are all

0:57:03.080 --> 0:57:06.320
<v Speaker 2>AI reality checks where I take a fun story. Actually

0:57:06.440 --> 0:57:09.000
<v Speaker 2>Ed's coming up or he's he may have already been

0:57:09.040 --> 0:57:10.440
<v Speaker 2>on it by the time this comes out, or maybe

0:57:10.440 --> 0:57:11.960
<v Speaker 2>it's the day after this comes out, so now you

0:57:12.040 --> 0:57:15.480
<v Speaker 2>have to check it out. Now AI reality Checks episode

0:57:15.520 --> 0:57:17.880
<v Speaker 2>is going to double dose. You bring this out of me, Ed,

0:57:17.920 --> 0:57:19.960
<v Speaker 2>by the way you bring out my sort of ornery side.

0:57:19.960 --> 0:57:24.280
<v Speaker 2>I'm normally like the very very cut of staid professor

0:57:24.320 --> 0:57:26.200
<v Speaker 2>New Yorker writer, just like Well, on the one hand,

0:57:26.280 --> 0:57:28.240
<v Speaker 2>on the other you bring this out of me. I

0:57:28.280 --> 0:57:28.560
<v Speaker 2>love it.

0:57:28.760 --> 0:57:32.160
<v Speaker 1>You're The thing is you're critical only of things that

0:57:32.200 --> 0:57:34.800
<v Speaker 1>need to be You're still willing to humor these things

0:57:35.120 --> 0:57:36.880
<v Speaker 1>as long as there's something to humor and that's what

0:57:37.000 --> 0:57:39.480
<v Speaker 1>luck having, you want because people claim them just just

0:57:39.560 --> 0:57:41.640
<v Speaker 1>I hate us. So we've gotta have gotta have people

0:57:41.920 --> 0:57:44.080
<v Speaker 1>for a little balance. But thank you for joining me.

0:57:44.360 --> 0:57:46.320
<v Speaker 1>Thank you everyone for listening. You have a monologue coming

0:57:46.400 --> 0:57:57.240
<v Speaker 1>up as well on Friday. Thank you all. Thank you

0:57:57.240 --> 0:57:58.640
<v Speaker 1>for listening to Better Offline.

0:57:58.760 --> 0:58:01.160
<v Speaker 3>The editor and composer of the Better Offline theme song

0:58:01.240 --> 0:58:03.880
<v Speaker 3>is Matasowski. You can check out more of his music

0:58:03.920 --> 0:58:07.560
<v Speaker 3>and audio projects at Matasowski dot com, M A T

0:58:07.560 --> 0:58:12.040
<v Speaker 3>T O S O W s ki dot com. You

0:58:12.040 --> 0:58:14.560
<v Speaker 3>can email me at easy at Better Offline dot com

0:58:14.680 --> 0:58:17.000
<v Speaker 3>or visit Better Offline dot com to find more podcast

0:58:17.040 --> 0:58:20.360
<v Speaker 3>links and of course my newsletter. I also really recommend

0:58:20.400 --> 0:58:22.320
<v Speaker 3>you go to chat dot where's youreaed dot at to

0:58:22.400 --> 0:58:25.200
<v Speaker 3>visit the discord, and go to our slash Better Offline

0:58:25.240 --> 0:58:26.320
<v Speaker 3>to check out our reddit.

0:58:27.080 --> 0:58:28.440
<v Speaker 1>Thank you so much for listening.

0:58:29.280 --> 0:58:31.720
<v Speaker 2>Better Offline is a production of cool Zone Media.

0:58:31.920 --> 0:58:34.760
<v Speaker 1>For more from cool Zone Media, visit our website cool

0:58:34.800 --> 0:58:38.160
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