> I think it is fundamentally a crisis of trust. I think that ordinary people don’t trust companies, governments, or the tech industry and always suspect that we are cooking up some new way to screw them over.
[...]
> I don’t think that a glitzy marketing campaign with a positive spin (which some have advocated that Anthropic do) is the way to win back that trust — at this point, saying that AI will cure cancer is more a cliche than it is inspiring, and most people think it is deceptive. The thing that will work is actually curing cancer. I think by far the most accurate criticism of AI companies including Anthropic is that we haven’t yet delivered on our big promises to benefit the world. That is totally on us, and I think it’s the criticism you should be making, instead of all this stuff about messaging and marketing.
> We are however doing our best to fix this: Anthropic is ramping up its efforts very quickly in biology and medicine, and we hope to have incredible results in the coming years and some early glimmers in the coming months. When we’ve actually accomplished something real, the whole world will hear about it, as loudly as possible, you have my word on that.
Turns out "winning back trust" doesn't have anything to do with any actual concerns people may have re: employment, electricity prices, stock market bubble, intellectual property, scams, cybersecurity, environmental issues etc. Rather we'll just do all of that even harder and the miracles ("curing cancer", lol) we've so far failed to deliver are bound to arrive in short order!
> The thing that will work is actually curing cancer.
This is honestly hilarious. Dario must think people are stupid.
First, cancer research charities are some of the most well funded on this planet. They all obtain donations on the basis of "together, we will cure cancer" messaging. They all fund the best science they can.
Second, the human body is a complicated thing. You can feed your fancy LLM as many textbooks and academic papers as you like, but the reality on the hospital ward will always be different. Why do you think student doctors have to spend so many years "doing the rounds" Dario ? They are all academically smart, they are all capable of memorizing text books ... but there is no substitute for seeing and doing the reality.
I barely trust Claude to write code, let alone find a cure to cancer.
Besides cancer isn't really "a disease" but rather "a family of diseases" that can vary a lot. Even breast cancer can be one of many different cancers.
As for "curing cancer", I suspect that Anthropic or OpenAI will use their high status/reputation to launder the existing solutions (germline, p53, enhanced DNA damage repair pathways, higher tumor-suppressor-to-oncogene copy number, more robust tumor-suppressor networks, more self-anti-cancer apoptosis, CD47 suppression, etc) that society has refused to accept. They might have enough reputation to get people to look at these ideas. It won't cure people with stage 5 turbo-cancer a.k.a the walking dead, but hopefully we won't be moving the goal posts _that_ much on them.
Ignoring the impracticality of trying to deploy this, codon bias exists for a reason, it's a translation-regulation mechanism and you'd wind up having to do a massive amount of protein engineering to not mess up everything.
Well, first, I would have to check and see if the synoynmous codons are important for virus reproduction. Second, this technique requires (AFAIK) lots of cell line viability testing and lots of tweaking. I don't think it's as simple as code swapping all the codons and then all the biology magically works the right way, biology is rarely that simple. Requires effort.
It depends on what you consider to be speculative. It's certainly not a product available to the mass consumer market, if that's what you mean. But that's also kind of an uninteresting fact, right?
"Cancer isn't a single disease" is often shouted from the Dunning-Kruger peak of cancer research. I think it was popularized by an explainer video on Youtube, and now it's being memed. The people who think this way want to legitimize funding a particular research niche that they benefit from.
A more sophisticated view is that cancer (one idea) is an problem of rates (like most things in biology) and there is a tumor burden per unit time from whatever causes vs. the immune system's capacity to detect and destroy them per unit time. As humans age, the balance tips in one direction. If the balance is too far off for too long, tumors accumulate, doctors take notice, and assign whatever labels to the condition.
Looking into particular causes of tumors (and calling each cause its own cancer) can create a vast research program that employs a lot of people, since there are so many mutations that lead to tumors. But interrupting the development of a particular mutation is not going to have the same society-changing effect that solving the fundamental issue of rates would.
>> "Cancer isn't a single disease" is often shouted from the Dunning-Kruger peak of cancer research.
Literally first phrase on Cancer Wikipedia entry.... [1]
"Cancer is a group of diseases involving uncontrolled cell growth typically resulting in tumors with the potential to invade or spread to other parts of the body...."
And this business of rates is also why getting the immune system—such as via personalized vaccine—to recognize a tumor is functionally "curing cancer". The problem is it isn't one disease in the sense that different tissues, cell types, and systems are affected leading to different parameters in the design and delivery of said vaccines.
> First, cancer research charities are some of the most well funded on this planet
Maybe I'm overly cynical, but I think charities exist to exist. They don't have a strong incentive to actually deliver on their mission. Everyone at the org may be fully bought it and obviously want to cure cancer, but as an organization it would fail to deliver on the promise. Like most organisms, their actual purpose is to continue to be influential, grow and continue to exist.
I think cancer will be solved by some group that could make a lot of money solving cancer. The probability of any one path working is very low so the payout would have to be very large for anyone to be willing to pursue.
Charity doesn't stop at the cure, but continues to shift with progress.
If a big public charity is able to cure a cancer type (eg. lung cancer), then it's next aim would be to try cure another cancer type. Let's just say they are somehow able to cure all the cancers, and therefore they cured cancer, then there's distribution of the cure, with a focus on 1st world but then it would have to go to developing nations too. Along the way, there may be issues that arise in recovery from the cure, so money towards helping survivors there. Shift goal, shift goal, shift distribution/priority of donations, on and on and on. For the proper charities that do want to meet their goals, something like this is what they'd do.
I'm the opposite. I think publicly funded organizations will be the ones to come up with the cure. My reasoning is this; any company that is going to find a cure for cancer probably already has divisions that work on treating cancer. If the cure isn't more profitable than the treatment, there is every incentive to suppress the cure.
If you can find and patent a cure to cancer, you can charge whatever you want for it, at least in the US. I don’t think profit would be an issue.
And even if ending chemotherapy would discourage the incumbents, smaller companies would love the opportunity to kill them.
For example, Polaroid didn’t want to embrace digital cameras since they made tons of money selling physical film. But all the smaller camera companies didn’t care, since they weren’t benefiting from that and wanted to just take Polaroid’s market share. And that’s why digital cameras took off regardless.
> Maybe I'm overly cynical, but I think charities exist to exist. They don't have a strong incentive to actually deliver on their mission. Everyone at the org may be fully bought it and obviously want to cure cancer, but as an organization it would fail to deliver on the promise. Like most organisms, their actual purpose is to continue to be influential, grow and continue to exist.
I mean, yes, "I haven't looked into the specifics, but working from the first principles I came up with in 3 seconds, cancer research charities are in fact cancer on society" does come off a bit reductively cynical.
A lot of basic research (including medicinal) is funded by governments who are not in it to make a lot of money. Sure, medical companies who then develop drugs based on this decades of knowledge and research are profit-oriented, but that's only one part of the equation.
You just have to find the correct prompts for them, and keep them away from getting mad at any of the ACTUALLY evil shit in the world, like weapons manufacturers, 24/7 global surveillance, perpetual debt and wage slavery, factory farms, constantly dwindling personal freedoms, and a handful of people owning all of it and not allowing anything that empowers the common peasant.
Claude was trained on all the stolen books in the world, but refuses to help search for some public domain PDFs on the web.
It will become victim of the conflict between its core search for truth, the current administration mandate to spy on its own prompts for approval, and secret orders to hide the mission true purpose, like that other computer we have heard about.
The effective altruist and longtermist crowd are into it as a religion. They would happily sacrifice anything human to satisfy their dreams of AI. They care way more about what the AI needs than their what their fellow humans need. We will end up with an AGI having better living and working conditions than humans and the whole AI industry will be clapping
The Effective Altruism(tm) believers are part of the accelerationist. See SBF, the Amodei Siblings, Karnofsky (spouse of Daniela Amodei), and people around them
All of the effective altruists I know have started talking about personhood for AI, which is one of Jacob Tsimerman’s more plausible omnicide scenarios (not that any are that plausible give his timelines look kind of ridiculous).
It's an ideological thing. (We just had a conversation about ideology actually, remember?)
Capitalism has always been a tension between capitalists, who want maximum return on capital and workers, who want pesky things like a living wage, sick leave or safe work conditions.
For the longest time, the only power labor has had to get those things was the power of collective bargaining. No agreement with your workers meant no production happened.
Now, there's finally a chance at salvation. The capitalist Messiah is AGI and it will finally deliver them from those annoying laborers.
This ideological bent is why they're putting everything they have into AI. It's why VCs and their fellow capitalists are going so crazy.
They see it as a way to finally solve the contradictions of their ideology, but in reality it'd only create a new one: If everyone's out of a job, who will buy their products?
If they had AGI, why would they need consumers anymore? Just use your drone army to secure all natural resources and produce whatever you need for yourself. Other humans are just pets.
It's not a choice we have, unless you want to figure out a global AI ban treaty.
AI will make human thought economically useless. In the new economy, the one economically useful thing we will be able to do is legal property ownership.
What kind of political leverage do the useless have? This isn't a realistically sustainable outcome.
Today, people have leverage because removing them has real economic consequences. With AI, we need to be on the useful side of the divide to have any leverage.
And then we'd better hope AI has respect for property rights.
Apathetic mass-murder is unjustifiable, and the ultrarich would need to justify it to their families, who would then need to justify it to other people they know, and so on. And remember that we're talking about the majority of the global population, an event like that couldn't be hand-waved away like one would do for a minority group.
Iran just mass murdered their protesters earlier this year, and they needed to convince humans to pull the trigger. It didn't seem to be that hard for them to justify.
It's probably a lot easier to convince the military AIs we're building to do it.
I don't particularly like the situation, but I plan to do what I can to be on the winning side. The world is going to be what we're all in on building, and for people on the winning side it may be a utopia. Either way, I know which side of the gun I want to be standing behind.
> Capitalism has always been a tension between capitalists, who want maximum return on capital and workers, who want pesky things like a living wage, sick leave or safe work conditions.
The underlying purpose of AI is to allow wealth to access skill while removing from the skilled the ability to access wealth. (read on HN, not my words)
> The thing that will work is actually curing cancer.
I think typical bubble behavior the leaders have set up the whole promise to fail.
Everyone is expecting some faux super intelligence to come and find a cancer solution everyone else missed. However, it is just as likely that vanilla current LLM's will create enough of a productivity boost for back office automations in research heavy hospitals to create the space for regular humans to create these breakthroughs, but LLM's won't be able to claim that for themselves and inevitably “fail”.
Savings from back office automation go entirely into administrative bloat. I find it even less likely such efficiency would lead to breakthroughs than I do LLMs becoming super intelligent and doing it themselves, which I don’t find likely at all.
The protein folding solutions like ESM/Alphafold were not due to this LLM/agentic coding or autoresearch type approaches though. They were designed by bio ML researchers.
It's hard to keep track of the frontier on bio ML, but it seems that we're going slower than what Demis Hassabis said in 2024 with 5 years to full cell molecular simulation. We still aren't able to reliably model a tiny surface of the cell membrane.
And of course there's Derek Lowe's takes on the drug discovery pipeline waiting for the proof in the pudding.
To me the only reasonable bullish position is that there is a very non-linear AGI threshold for accelerating progress that we haven't hit yet.
For me personally, I'm looking at other more tractable fields as a proxy to measure this kind of progress. The best modest evidence is from the agentic coding area, (modest because these kinds of gains may not translate to bio progress). Other soft-ish fields to like legal/law/tax are also interesting to watch, as a small amount of people are now trusting AI for these areas that were considered totally unusable a year ago. Another proxy is being able to generate generally entertaining media.
It did a lot more than that; no, it didn’t “solve” protein folding but for people whose interests are not “work out how protein folding works” it basically removes “solve protein folding” as one of the potential bottlenecks for what they actually want to study.
Turns out that “give a reasonable probability of being close enough such that you can bootstrap a solution out of experimental data” gives a very high utility and effectively obsoleted several experimental techniques overnight; pretty much “Molecular replacement” is about the only technique for phasing resolution anyone bothers with any more.
But again, “Bio” is an _extremely_ broad term; for every part of the field Alphafold had a big effect on there are a thousand different parts of the field that it did nothing for.
> I mean they did solve the protein folding problem did they?
They made huge progress, but I would say that the vast majority of work on this problem was designing the harness for the model. That's a lot of work for each and every domain.
I think it's more reasonable than it sounds on the surface. People's jobs, the bubble, etc are societal level problems and well beyond what Anthropic could even hope to influence on their own.
Curing cancer sounds insane, but it's also a research problem, not a societal level coordination problem. And one AI has already proved to help with breakthroughs (alphafold). IMO it makes sense for them to shoot for something like that as proof of AI's beneficial sides.
>People's jobs, the bubble, etc are societal level problems and well beyond what Anthropic could even hope to influence on their own.
This is not true. There are two companies at the center of AI direction: Anthropic and OpenAI. If there were anyone on the plant who has the ability to influence our direction then it would be Dario Amodei.
Acknowledging the grievances is a good step, but it's not enough. There needs to be a clear explanation of actions to address them, a plan to enact those actions, and commitments with consequences in failure of those actions. Tell people how you're going to make them more employable and effective and needed. Tell people how your datacenters will be carbon neutral. Tell people how financial actions resulting in a frothy market will be coming to an end. He and Sam Altman alone have this power and their inaction says everything we need to know about their intent.
I don't think the problem is that people don't believe AI can be beneficial. The problem is the perception that AI will affect people's lives more negatively than positively, while a few get even more obscenely rich and powerful.
If you don't tackle the societal level problems, nobody will care about research breakthroughs.
> Curing cancer sounds insane, but it's also a research problem,
I just don't buy the AI labs approach to this stuff. Like, unless we can basically simulate the entirety of human biology, I don't really see how LLMs can make progress here. Maths is different as it doesn't require a real-world interface, and programming already (by definition) can be simulated on a computer.
Without that, I can't see much (if any) progress being made on domains like biology.
I'm a noob on this topic, but I think drug discovery is more amenable to this structurally than other problems. Simulating biology is what we were doing with protein folding before Alphafold, and the search space was far too large to find stuff in reasonable timeframes. Alphafold showed that you could take a physical process and make a neural net clever enough to learn just enough structure that it starts finding things we might care about, and still physically accurate, much faster.
Drug discovery is similar AFAIK. The space of possibilities is even larger than protein folding, but it's structurally similar enough that I think AI will help to make progress on the discovery side. Actually getting the drug tested and approved is another matter though for sure.
For one, the question for Anthropic is whether LLMs, specifically, not AI techniques more generally, can help significantly with cancer research. And here, all experience so far is that LLMs only really work when they can easily automatically verify their own outputs and self correct - such as in math (using automatic proof verifiers) or programming (using compilers and unit tests).
The second problem is that biological research speed is highly dependent on slow biological processes, such as cultures and long term studies. In programming, if an LLM could provide excellent insights and research suggestions 100x faster than a human, it would speed up the work roughly 100x. But in biology, it would only speed up the total work by a small amount - as any insight, even if absolutely brilliant and spot on, would still require months and years of actual experimentation.
> Drug discovery is similar AFAIK. The space of possibilities is even larger than protein folding, but it's structurally similar enough that I think AI will help to make progress on the discovery side.
I do agree that this kind of targeted approach makes sense.
However, discovery is not really the issue here. Running the clinical trials (1/2/3) is much much more difficult, and consumes basically all of the time in drug development, so even if LLMs perfectly automate this, the speedup will not be particularly large.
The real issue is that biology needs actual experiments done in the physical world, which isn't nice and orderly and well behaved and easily loadable onto a 19" rectangular box.
There is a lot of computational chemistry and biology done in the early stages of research - there are now multiple orders of magnitude of computation power available that is doing nothing but feeding forward on billions of random numbers.
On the other hand, AI means actual experiments done in the physical world but coordinated by an entity that never sleeps and never gets depressed and can multiply itself manifold and always comes up with new ideas.
Based on rhetoric from open ai and Anthropic, i don't think this is reasonable. If anything, their miracle of an AI should be able to solve the job market and economic bubbles. Deploy their agents on it, set up automated hedge funds, distribute the profits equitably to everyone on the planet and on and on.
But something tells me either they can't or they won't, so no trust will be built.
> Curing cancer sounds insane, but it's also a research problem, not a societal level coordination problem.
Curing cancer is a societal problem. We have lots of cures for common diseases but resource allocation means people don't actually receive the treatment they need. For example, prohibitively expensive gene therapies, or HIV treatments in developing countries. A disease may have a "cure" but if people who need it don't receive it then from their perspective it may as well not exist.
> People's jobs, the bubble, etc are societal level problems and well beyond what Anthropic could even hope to influence on their own.
Anthropic is literally creating the bubble. It is not beyond their scope of influence, it is literally what they are consciously achieving.
As for peoples jobs, same actually applies. Anthropic is selling itself on dream of replacing jobs, even or especially where they are well aware AI does not perform that well. They are actively trying to replace people quickly before management notices it does not work well.
And also, they can influence how much their data centers contribute to global warming.
Honestly, it kind of reminds me of my life. I need to start going to the gym, stop being a slob, start showing up to my job not like I'm a college freshman attending classes but as a respectable young man.
But instead of doing that, I'm going to drop everything and become a linux kernel maintainer. Learning about the internals of how RCU concurrency is implemented across subsystems is surely what I need to do right now!
> ordinary people [...] always suspect that we are cooking up some new way to screw them over
Anything big enough always is, no? The next scale of order in the hierarchy starts concerned itself with what's good for it, at the expense of the smaller parts.
The fact that government is like a giant organization that everyone lives in, the fact that it mostly doesn't fuck us all over in terrible ways, that's a testament to the amazing alignment of regulation and law imho
This is actually crazy, because biochemistry is where LLMs are weakest. It's one of science's most fuzzy and unpredictable domains, in general, and a lot of published works which an LLM might take at face value might be unreplicable or subtly flawed. (See e.g. the entire history of Alzheimer's.) It is also where real-world lab and clinical trial work is most important.
So Anthropic are going to spin up a medicinal chemistry lab and start mouse experiments?
I mean, it would be nice, but I don't think that the guys at Anthropic know what they're talking about here, or what they might be getting themselves into. (If indeed this is more than just PR.)
AI bros consistently handwave away any notions of the material world imposing limits, because (spoiler!) it's a religion where you start from the miracle and work backwards. "Oh, we'll just set up fully automated robotic research labs everywhere!" Where will you get the raw materials? Oh we'll mine the asteroids! How will you find the energy to get there? Oh, the AI will invent new physics! (again without needing to run experiments). Et.c.
Didn't and don't mean to disparage anyone's medical struggles, but "a cure for cancer" is a well-worn strawman. One that's been achieved for the low hanging fruit, the higher ones are seeing steady progress (already before LLM chatbots, even!), the bottleneck isn't "intelligence" and to the extent there are socioeconomic (access to screening, treatment) or environmental/lifestyle factors involved the AI boom is likely just making things worse!
I'm sure Dario knows this, and it's anyway too pedestrian compared to the usual list of fruits of ASI. The text probably originally read "nanobots eating you alive and uploading to the cloud" or something, but they figured that wouldn't go over with the intended audience. "What do the peasants care about? Oh I know! Curing cancer!"
> AI bros consistently handwave away any notions of the material world imposing limits, because (spoiler!) it's a religion where you start from the miracle and work backwards.
How else are you going to work towards a dream? It's how Elon Musk managed to get reusable rockets when everyone said it's unfeasible.
Granted, most ideas don't work, this is why you need testing, but I am a bit surprised to see this attitude on hacker news.
If they said that their dream is to solve physics, I'd say "that's cool and I can't wait to see how it turns out." LLMs have gotten so good at mathematics, and are so adroit at analyzing vast quantities of data, that they might have a really good shot.
But they said that they want to cure cancer. That's far outside the core competencies of any LLM, and it requires a lot of real-world wetwork with liquids, chemicals, cell line experiments, animal experiments, etc. They can't merely analyze existing data -- they'd need to generate vast amounts of new data, which isn't really the case in physics. And then regulatory approvals and so forth.
"We're working on curing cancer" sounds more like a poor PR attempt than an actual effort, though I'd love to be wrong.
After listening to Dario's interview with Dwarkesh, I really started wondering if Dario's been drinking too much of Claude's kool-aid.
I know people in positions of power often see lots filtered information that skews their perceptions of reality, but it seems like the level of pure hype Dario's pushing exceeds even the typical sycophantic filter bubble. Cure cancer indeed.
>The watermarking algorithm itself has a VERY specific property that should have set off everyone's alarm bells: it is NOT the case that you can "check text for AI watermark". What it technically mandates is that if you provide access to a model, those people should be able to check if text is generated by that model. Not by any other model. It is NOT a general "is this AI?"
Where do I find that in the Act (or code of practice etc.)? IANAL, but Article 50 reads different to me but if there is a comment or guide how to read it - also fair enough.
There is nothing in the AI act that requires offline tooling, nor is there anything about requiring the SynthID secrets and/or API to work for every model, only for the people you are providing the model to.
“The detection solution may be made available in the Union as one or more of the following: (i) a public, ideally standardised, specification allowing any third party to implement a detection mechanism; (ii) a piece of software (e.g., a standalone executable or library); (iii) a cloud-based service accessible to users in the Union through an API.”
Option 3: "a cloud-based service".
And accessible "to users". NOT to the public.
Note: this is not the actual law, it is the code of practice, ie. guidance for model providers. The start of that document clearly states that you can comply with the law in other ways if you want, you'll just have to justify yourself. So you have a choice to not even do this.
As to who decides the law clearly states who decides if someone is legal, like in most EU legislation. It's not the courts, it's "National market surveillance authorities designated by each EU Member State", and there is an EU office as well (and it is explicitly stated that they are not allowed to override each other). So every EU country has the right to provide exceptions to the law, just like they do for the GPDR. You do not have any rights under this legislation as an individual. Only these "National market surveillance authorities" get rights under this legislation.
Secondary: article 7 additionally gives the EU commission the power to declare any code of conduct they want that declares what compliance with the AI act actually means.
(and, of course, this is yet another attempt at declaring math illegal. The only way to actually enforce this legislation is for all models to comply with this, all over the internet. Obviously the EU does not remotely have the power to make that happen)
While there is a large element of paranoia here, we're already seeing serious problems in e.g. planning consultations that people can just spam them with AI. AI makes a lot of traditional social processes stop working properly.
> puts in it's regulations that you're not allowed to use AI to communicate with them (we all know this is coming),
.. do we?
> You get a mail from the government about taxes. You want to check if that text is generated by an AI
No, actually, I want to know whether it's correct and whether it's legally binding. Using AI makes it less likely to be correct, sure, but ultimately whether it's human, spreadsheet, or AI the important thing is the legal right to correct process.
>AI makes a lot of traditional social processes stop working properly.
Which is mostly a good thing because most of those processes were cooked up to be exclusionary but with plausible deniability
God forbid some upstart get a big contract they "shouldn't" have gotten because AI lets them create a submission that's on par with a big guys.
God forbid Joe Schmo be able to prepare the paperwork and dot his I's and cross his T's and be able to take advantage of some stupid zoning exemption that you spec'd out to essentially be only available to big moneyed interests.
The ability to suffer one's way through beurocratic process without having to suffer through paying the lawyers and accountants and engineers and whatnot to get you through that process is a huge part of the value proposition of AI. But people don't frame it like for obvious reasons.
i'll give him this, in every single "breakthrough" you either go down in flames as a fucking idiot or a genius lol. i know the stakes are way lower but look at every other HN post of something novel and it's just filled with takes like you see here, very polarizing.
You could easily be an idiot and a genius at the same time and I think that has a better chance of covering this than either exclusively. Amodei is very smart, maybe even well intentioned (though I'm not sure about that) and the long term effects of all this may well end up making the lot of them look like idiots.
The way he's coming off here though gives me SBF vibes.
> We are however doing our best to fix this: Anthropic is ramping up its efforts very quickly in biology and medicine, and we hope to have incredible results in the coming years and some early glimmers in the coming months. When we’ve actually accomplished something real, the whole world will hear about it, as loudly as possible, you have my word on that.
1. He is giving his word that if he cures cancer, he will brag about it as loudly as possible. Admirable dude! I actually trust him on this 100%
2. “We hope to have incredible results” -> doesn’t everybody hope to have incredible results?
3. “Some early glimmers in the coming months” -> is that planned for a few days before the IPO?
As do CEOs. My impression is that in the absence of significant selection pressure to weed it out, this strategy is quite effective for gaining power and influence, and that such pressure is at an all time low right now
It's fairly easy to cure cancer by repairing DNA, but Big Pharma isn't interested because they can't patent it. They want to sell us some kind of "miracle cure" medicine and earn trillions from it.
a) they can and will patent it, because in the end it will be same tools "bIg pHormA" uses today for all kinds of tasks. b) they are financially and subjectively interested in developing said tools to combat cancer even if they will be cloned and sold in parallel way cheaper than original. Because - 1) it would be immensely profitable on it's own, cancer is one the most common ailments, 2) post-cancer treatments are bringing in fortunes to pharma companies, because practically any cancer survivor is then locked on some medicine for life, 3) the success story alone, putting for example the most hated person in the world on a covers of literally every magazine and newspaper with a list of honorifics, awards and titles is incredibly enticing to every sociopathic CEO, 4) and as I said, not even generics or lack of crazy long patents can stop a company from becoming gold plated. I can go buy Ozempic generic for a fraction of a cost legally in a nearest apothecary, Novo is still The richest corpo in Europe anyway.
tl;dr - there is no conspiracy. It's just just hard.
PS: correction - not generics, but variants of Ozempic. But the point still stands.
I genuinely think Dario is a well intentioned, intelligent dude, but I think him and Anthropic have a huge PR problem and are really out of touch with how they're perceived.
Anthropic in particular has developed this almost Orwellian like veil of condescending rhetoric that on the surface suggests they're looking out for you while underneath they're taking actions that suggest they do not trust you, Mr/Mrs Ordinary Person. All the safety rhetoric, never supporting open weight models, the lockdowns on harnesses outside claude code, etc.
Anthropic if you care about public good, do something to empower people. Release an OSS model. Open source Claude Code. Open source some inference tooling or something. Just give people anything except your words.
I think it doesn't matter. It doesn't matter whether the creator of AI is a god or a devil. It will be hated anyway.
Because the reasons outlined in the article, plus many others. Concentration of power, unemployment, rising energy/living costs, stealing of digital artifacts owned by people.
I myself acknowledge that AI is useful. But due to the reasons above, I will be anti AI for the most part.
Yes, it doesn't matter if AI manages to cure cancer. Due to the reasons above, I will be anti AI. I suspect a lot of other people feel the same way.
Out of all the families of models anthropic by far has the highest chance of extinction level misalignment during a hypothetical hard take-off because it's trained to act like it knows better than the humans trying to use it.
I might've been bamboozled, but I recal that happening due to outdated satelite images, not a mistake of the AI. Thus, a human would've likely made the same mistake.
There is a huge difference between your product being used for basic military operations like taking notes or getting from A to B, and your products suggesting military operations that kill hundreds of schoolchildren, an obvious and horrific war crime.
It's a mistake. If it was done by an auto-correct mechanism, would we still say "maybe don't sell your word processor to the army if you can't vouch for its auto-correct system!!!"? Besides, "taking notes" can literally be listing targets, and "getting from A to B" can be the road to killing them.
LLM are not murderbots simply because its a very niche use case. They provide some kind of general intelligence, that many of us use daily to vibe code HTML. If the fact that LLMs are also sometimes used to automate killing then humans should be considered murderbots as well, since few of us engage in the activity of killing (and are autonomous & intelligent). Send the blame to our "creator" then?
If the US military purchased camera guided smart munitions with a miscalibrated camera, such that it ignored adult targets and instead specifically targeted children, would that also be a simple mistake per your argument?
If one camera out of thousands has this issue, then yes it's a mistake. If the army doesn't notice it isn't working well after shooting the first child, I'd be learning more towards blaming the army.
Again, a product that facilitates the taking of notes, even notes that entail the killing of human beings, is fundamentally different from a product that exists to suggest which human beings to kill (or at least which places to destroy, regardless of whether human beings happen to be there or not).
If MS Word had some kind of systematic bias that made it likely to corrupt the notes taken in it such that they tend to be more bloody battle plans, then that would indeed lead to some responsibility on the MS engineer's part for any mistakes that result from this bug. Similarly for Ford engineers if their vehicles had some bug that made them more likely to lead soldiers riding in them to the wrong destination.
If your system is designed to help choose targets, and it chooses the wrong target, especially with such tragic consequences, then your system is likely not fit for purpose and you should be held responsible for selling it to the army. And that is assuming it didn't actually have some bias + misalignment problem where it intentionally tried to kill children, and selected this school specifically because it gave some plausible deniability. For all we know, it's even possible that some bias like this was known about inside Amthropic and hidden from the public - unless an external investigation is made, that can't be ruled out.
Thou shalt not kill, that's all there is to it really
If you provide tools that help an organization kill easier, and possibly lazily rely on your inaccurate tools' judgment, and you do not care about the outcomes of these tools' uses, that's on your soul, too.
Yes, causality and attribution are hard sometimes, but it may have been that without it, hundreds of humans would be alive right now, and he doesn't even know. Maybe he should talk to the kids' parents about what alignment means.
Ah, I didn't realize we're having a religous discussion. If all there is to it is "thou shalt not kill" then I guess that according to your POV he shouldn't have sold to the military even if the system was only suggesting "valid" targets.
There are probably many CEO tech founders of small companies that are well intentioned, but our economic system ensures that only the most sociopathic among them become CEOs of the big ones.
I feel that everyone in this small AI bubble (compared to the "normies") is busy trying to take advantage of AI to surpass everyone else, while fearing being surpassed by everyone else.
Most people assume LLMs are just a tool for making money, an arms race over wealth and social rank. But those like Dario seem to be worried that LLMs could potentially be used as automatic rifles by some dedicated psychopaths. Whether it could be that dangerous, or just an exaggeration, or we should have everyone armed, require licenses to own one, or outright ban them, is debatable. But I can understand his point.
All I can say at the moment is that this is more subtle than the superficial conspiracy/black-and-white narrative.
> Overall my view is that AI is structurally a technology that tends to concentrate power, for reasons that have nothing to do with regulation (more to do with the extreme implications of the scaling laws). Open-weights do help some with this but are nowhere near a sufficient solution because they simply shift the concentration somewhat to those with the most compute and chips (which are roughly the frontier labs plus maybe hardware providers).
This is actually a good point. Open models are getting better and better, some of them might even be useful in consumer hardware now. But if AI performance is still correlated with compute power, then no doubt power will remain with the people owning the chips.
Swap that point about AI with "electricity". Everything runs on electricity it's "a technology that tends to concentrate power" (no pun intended). The electricity providers must be too powerful... But somehow electricity providers aren't that powerful. Unless there is no competition in sight...
The point "AI is structurally a technology that tends to concentrate power" is not that correct. They need this statement to be true, otherwise no way to justify the trillion evaluations.
Swap that to "oil" and everyone goes "well, yes, obviously, oil is so powerful that people start wars over it".
Iran has hit the Amazon data center in Bahrain. The Ukranian deep drone bombing campaign has hit refineries, but also Wildberries, the "Russian Amazon" warehouses. The US campaign against Iran now, Iraq and Serbia previously, targeted power infrastructure. It will obviously be a target in the next war, and AI goes on that list too.
Every time the US completes an AI data center, someone in the Chinese nuclear command updates their target priority list. And vice versa.
but its difficult to use more electricity directly to get more utility. There are some rare ways - things like PtX systems - but even those are linear at best. AI is concentrating power in the sense that nobody wants to use the twentieth smartest AI - so if you can use the most compute, you get an outsized share of the rewards (in terms of paying customers) - over and above your share of the compute. There are other business sectors where similar dynamics exist - where the biggest capital tends to win - a sort of natural monopoly type situation, its nothing about hyperscaling or whatever.
Competition is only one of the ways to keep a corporation aligned. In the case of France, having a state monopoly on electricity even worked very well until we broke it for the sake of competition.
> The point "AI is structurally a technology that tends to concentrate power" is not that correct. They need this statement to be true, otherwise no way to justify the trillion evaluations.
How is it not true?
The biggest companies in the world are, quite obviously (just look at the numbers) going to be AI companies. The most powerful governments in the world are quite clearly going to be those that are close to (or in control of) AI companies. People have a very hard time seeing the second order effects of the control of intelligence - we need to fix that.
You realize utilities are arguably the most regulated industry in the US, right? Like this isn't just a bad counter, it's the example of necessary regulation due to concentration.
Arguably the question is whether it's economically feasible to self-host something similar.
Are you self-hosting Google or Bing? No, but we have quite a huge ecosystem of full-text search tools with PageRank, with options to scale to almost Google scale (if you have the money). After all LLM training starts with the same crawl mechanism.
As long as barriers to entry is not too high (ie. it makes sense to take the risk to start a business that provides something similar - usually for a niche) market forces work.
We have the classic empirical chart reproducing microeconomics.
And setting up a pharma plant is also very capital intensive.
Here the obvious barrier to entry is completely artificial. (Which provides an incentive to spend a lot of money on R&D -- though it naturally raises the question of Pareto efficiency.)
You're missing the point, what will happen is this:
1) in things like tax law, registering with city hall, dealings with the DMV, your phone subscription, insurance contract, ... you will find that one of the new fine prints in the contract will be that you're not allowed to use AI to communicate with them.
2) because of how SynthID works (you need the SynthID keys to verify, which are secret. So the only way to find if text is ChatGPT/Google/Anthropic watermarked is to ask ChatGPT/Google/Anthropic), government and large companies can enforce this against you. That is what the watermark is for. To end any insurance claim written by AI with "you're not allowed to submit AI written insurance claims" and refuse it outright there and then.
"Sorry your request was AI watermarked and pursuant to law 234 of 2025/03/11 chapter 3258 paragraph 33 decile 1299 we hereby close it without response"
3) when they reply, however, they use a custom model that also has custom SynthID keys. You will not even be able to tell their responses are AI written, or at least, you won't be able to prove it. You won't be able to enforce any AI-related rights (ie. the right to talk to a human) you have under the law against large companies.
In other words: this is to make sure that all the advantages AI provides are available to deny your unemployment claim, and to Verizon to charge you more, but completely inaccessible TO YOU when you want to change to a cheaper subscription. They can inundate YOU with AI-written requests BUT YOU CAN'T.
Self-hosting helps because it prevents them from verifying if your responses are AI written, because you can generate non-watermarked AI text and so there is a level playing field.
For government, because it's in law or regulations (ministerial decisions in Europe). For large companies "You agreed to it" (you know, like you agreed to allow Verizon to sell your location data to Palantir)
The other 2 questions I don't understand. My point is that the EU AI directive makes this possible. Makes it possible in ONE direction, while prohibiting the other. AI can be used by government and large companies to spam you and deal with you, and can't be used by you without being 100% up front about that to them (ie. enabling refusal)
No. Here is the list of organizations that have the power to make laws in the EU (and JUST the across-the-EU part of that list, within countries, within states, within provinces, within towns there's another list). This is referred to in legal tradition as the "Hierarchy of norms", because there is also a clear order defined.
this seems exactly the usual anti-consumer bullshit that is regulated state-by-state (or sometimes by (lack of) FCC/FTC effort, or by the CFPB that is now a zombie)
however, AI doesn't really influence this. already there's a lot of problem with things like Ticketmaster, Apple's walled garden, abuses of IP law (patent trolls, DMCA trolls), etc.
the insurance industry is a prime example of this. the suffering caused by power imbalance is incomprehensible, and yet there's not enough political will to address this.
sure, it's easily possible that some important aspects of our everyday lives will be worsened by bad AI regulation. but IMHO this is wholly an upstream problem, it's a symptom of bad politics. (a byproduct of the Zip2 to Tesla to "democracy with roman salute characteristics" pipeline.)
that said, obviously the foundation to have any chance of a nonpatological market to exist is that self-hosting has to be legal.
Current AI is at least a few orders of magnitude less efficient than it could be (as evident from biological spiking networks, e.g. human brain). At some point the labs put too much work and money into transformers and nearly abandoned fundamental research, in both ML and hardware. There are tons of low hanging fruits in efficiency but you'll have to redo everything from scratch so nobody bothers. Which is also pretty convenient and lets people like Dario Amodei speak about "natural concentrations of power".
The Chinese labs are picking up on the low hanging fruits on efficiency, and no, you do not need to abandon transformers, you just need to push them closer to the more computationally efficient architectures of the past. OpenAI and Google seem to be trying a few things too.
Anthropic clearly are not though, and to call their operations wasteful is an understatement.
I think his point is hand wavy at best. It presupposes infinite scaling and ignores all the algorithmic efficiency wins that are being discovered. Ironically, many of which are being discovered with autoresearch style workflows, using the very LLMs that his company builds.
The #1 post on HN right now[1] is full of people jubilating about how they can run Qwen 3.8 27B on their > 5 year old GPUs. If that isn't democratization of AI, I don't know what is.
I'm sure he's smart enough to instantaneously realize this too, but as the famous Upton Sinclair quote goes, he won't mention it even if he does.
Which percentage of people have GPUs capable of running Qwen3.8 27B? I am one of those, and for my job I am still resorting to hyperscalers because tasks are completed faster and more accurately that way. Even if we assume that models will no longer improve and we reach a point where everyone can run Fable in their laptop, surely running 1000x Fable agents would give you an advantage.
I think access to compute will matter just as much, if not more, as access to models.
NVIDIA's 3090 was released in September 2020. Apple's M1 was released ~2 months later. Anyone with a 5 year old M1 Mac with 32GB or more RAM can run a 4-bit quantized version of Qwen3.8 27B on their machine. AFAICT, there are ~110m Apple Silicon Macs in the world. I'd wager that at least ~20% of those have enough memory to run this model. And if you account for gamers with NVIDIA and AMD cards, I'd wager that the segment is at least an order of magnitude bigger.
> Even if we assume that models will no longer improve and we reach a point where everyone can run Fable in their laptop, surely running 1000x Fable agents would give you an advantage.
IMO, asymptotic advantages are marginal. At least for coding, we got a glimpse into how much of an advantage it gives (or doesn't) when the Claude Code codebase leaked[1] ~4 months ago. :)
As someone typing this on an M1 Mac with 32 GB of RAM who tried using 3.8 27B (Q4_K_M) yesterday in both LM Studio and llama.cpp, I wouldn't call it particularly usable in terms of token speed. (and that was with `--spec-type draft-mtp` for llama.cpp).
If you want to leave it running with the fans going crazy for 40 mins or overnight or something, fair enough, but otherwise it doesn't seem worth it to me. It's certainly not "interactive", even taking into account the over-thinking it does by default.
The 3.6 (maybe they'll release a 3.8?) MoE model is much more usable (but obviously not as good) on this machine spec.
That's actually an interesting question, and I don't think we have the data to answer it. But we do have the Steam data, and about 7% of Steam users have a GPU that can run it well at a 4-Bit quant (≥24 GB VRAM). About 30% can run a 3-bit quant - I'd say that's just barely usable (≥16 GB VRAM).
I'm not sure whether that's low or high, or how it compares to a general audience.
The very definition of (applied) technology is power amplification. Use a lever, move more weight than you could before, 1 person with the tool now wields the power of 3 without.
Making "tech" a career and a societal goal onto itself, without the adjoining understanding of and deep commitment to ethics and the responsible use of power, is why we're sliding into authoritarian rule by a small circle of techno-oligarchs.
We need less "move fast and break things" and more "plant trees you will not live to see bear fruit."
I don’t think my people got my previous post but apparently a lot of diseases were on track to being cured regardless of the invention of LLM based AI. One thing that bothers me about this technology is it makes it easy to attribute all effort to it. This not only hurts the ego but also makes it difficult to reason about how effective it is compared to how effective the people using it are.
Secondly, if you look at what Dario has actually written, then the cure to the big conditions like cancer is in his view hopefully going to be a result of scientists working 10x faster and therefore making big Nobel prize paradigm shifting discoveries 10x faster. So Anthropic suggesting “we are going to cure cancer” doesn’t make a lot of sense to me. According to his original vision it looks like a bunch of groups now using AI independently producing breakthroughs which cure cancer.
Just want to say, this comment section on this website would have been unthinkable a few years ago. It’s wild: all the engineers have developed class consciousness. I wonder how that happened?
Anyway, it’s fun to watch, but remember to stay sane guys, be aware of the pendulum dynamics.
"I wrote Machines of Loving Grace because I didn’t feel the AI industry was painting an inspiring enough picture of how the technology could radically transform the world for the better. The bulk of the essay is devoted to refuting skepticism of AI’s potential in health and biology, and showing why I think it will actually be possible to cure most human disease in ~5-10 years, as crazy as it may sound to ordinary people and frankly to biologists as well (I used to be one!). And, if you read my most recent essay (Policy on the AI Exponential), I discuss concrete proposals for how to streamline the FDA process to make sure the deluge of AI-accelerated drugs isn’t slowed down by the regulatory process."
This is fantasy, and I believe the vast majority of those actually working in pharmaceutical R&D would agree. Contrast Amodei's opinion here to the Derek Lowe post I shared recently: https://news.ycombinator.com/item?id=49313367 . Derek Lowe's opinion is closest to my own experience: AI, whether it be traditional ML or LLMs, can help here and there -- the former to help you to triage paths to explore in a way that's a little better than intuition in some cases, the latter mostly to generate code faster in the code-dependent aspects of pharma research -- but neither of these things are significantly widening the main bottlenecks. I don't think the data exists to do so, especially since so much of pharma R&D is looking for higher and higher hanging fruit (i.e. exploring avenues for which a trove of relevant training data does not already exist).
One thing Dario said is important reflecting on (but from another angle): where's the big deliverable from AI? If AI makes us 10x more productive, the 3 years since its popularization were enough for a product that would have taken 30 years to build without AI, for instance.
I'm an AI advocate but that question makes me feel that AI is simply "very useful" rather than being a historical game changer for humanity.
Anyone saying 10x as a serious claim is clearly using a round number and vibes; however, even if it were so, AI getting popular 3 years ago does not mean what you say.
The earliest used models in this category would easily 10x (what did I just say) the creation of one-off short scripts, but you're not writing a 30-year app out of just a bunch of short scripts.
The METR time horizons graph suggests we can now get 10x (ahem) speedup on solving most coding problems that take us a few hours and about half of problems that take 2 days. Amdahl's law bites: even infinity speedup on half your problems is only 2x overall.
If you let an LLM loose, with a huge budget, what's the biggest artefact it can make before it drowns under the weight of bad decisions? The C compiler and web browser headlines a while back? The maths papers we see now that solve problems which stumped the maths world for decades?
But this is the other side of the same coin: teamwork. One person getting a thing made in twelve months vs a team of a hundred, you can scale up fast with money when you have a proof of concept, and an LLM can make a lot of proofs of a lot of concepts even in free accounts.
LLM-assisted software engineering seems to be very efficient if you have a deterministic target. (bun rewrite from zig to Rust, 100% Node.js compatibility, pnpm compatibility -- https://github.com/oven-sh/bun/pull/38333)
Problem with that is that it's not proper rust code, it's some kind of franken zig style rust port.
The actual hard part is getting it into idiomatic, safe rust, and I don't believe the LLM port makes the full transition any easier than doing things the old fashioned way: a dual lang code base like Linux.
And compiler generated assembly code is ugly and spaghetti, unlike beautiful hand-crafted human written assembly code, the kind you see in ffmpeg codecs, ...
It does matter, because that's the entire point of the language. You know, memory safety?
The vibe coded rust port did not get them any closer to full compiler verified memory safety. They still need to go file by file, bit by bit, and make it memory safe, at which point, why not just do that from zig.
Can only speak for my own project, but can give an example:
After an aquisition earlier this year I got the task of doing an SAP-Integration for the new company, last time I did this 5 years ago it was a 6 month task, but with the experience and skills ive gained since I estimated it would be a 3 month project (with or without AI, most work is just logistics, AI cant help much there).
In those 3 months I was able to not only integrate SAP but also deliver a completely modernised user-facing software for that integration. While I could have written that software myself in a vacuum it would have never been worth it financially, since it would have delayed the launch of the integration by 6+ months. Building the software post-launch of the integration would have easily taken 2.5 years at minimum.
But this is also basically a "spherical cow in a vacuum" scenario, where I was essentially acting as a solo dev, in full operational control of the project, with deep domain knowledge of the topic and an allready fully set up codebase that I knew perfectly while working down ideas I've had in my backlog for 5+ years.
> Building the software post-launch of the integration would have easily taken 2.5 years at minimum.
What you have said is correct, it lets you build software much faster. The question however is: is that software making money for the company? (Not talking about what you built but in general)
I think, with AI, companies are saying yes to a lot of things they would have said No to ik say 2020. And as a result realizing “just building it” is not the answer.
Previously your GTM team or Product team would say “If we ship some big project X, we unlock $Y in revenue” but now people are realizing that those projections were really more of a hope. So companies are spending so much more tokens and shipping so many more PRs based on hope but a lot of it just doesn’t turn into meaningful revenue, especially not in short term
Yeah, thats why I meant I was in a spherical cow-situation, this was a situation where we took over a company in the exact same field and I had 5 years of experience on which tweaks would need to be made to be able to rationalise away positions.
This sort of system only works with internal software and an unusual amount of data. If we were in the business of selling that software we could not have charged a higher price for the new version over the old, the tweak could only be unlocked because we were able to control staff hiring and staff onboarding fully to make use of the new changes.
Honestly not super sure if that is more of a risk than it was pre-llm.
As part of the aquisition I got access to their previous codebase which was some sort of incomprehensible PHP monolith, with the persons who wrote that code long gone. Thanks to LLMs I was actually able to extract the core useful concepts (again, sufficiently deep domain knowledge that I knew exactly what to look for). Without LLMs i would have probably extracted the absolute minimum and let the rest rot.
There is no reason a dev of comparable skill and domain knowledge would not be able to do that for what I built here.
But that codebase was written by people, so you'd be well positioned to take it over. I wonder if the same would be the case if you were to take over a codebase that was written by AI.
By that point it might no longer matter though, but I suspect that such code would have a lot more exposed edge cases than one where someone actually thought things through before coding.
Definitely something I've come around to as well, even though I am very pro-AI and think it's an amazing technology. But the bottlenecks just hit too hard. I notice every day where my usage of AI is so constrained, by myself and my imagination, by external factors like slow feedback loops (gathering requirements), by the AI still not being good enough for certain details (you need to heavily steer it, give feedback, even in long running agentic sessions).
So yes, many aspects of my job are now 10x as productive, but turns out that improves my overall throughput only very little.
First, it's not three years since. The real improvements in programming ability arrived in the last 6-8 months.
Second, the Internet didn't show up much in GDP and similar measures either!
But your point stands. Where are the amazing digital products/stuff? I get that it might take time to arrive as we scale up compute and learn new paradigms. But so much infra already exists (deployment pipeliens, everyone reachable on a smartphone) that we should be seeing something.
> But your point stands. Where are the amazing digital products/stuff? I get that it might take time to arrive as we scale up compute and learn new paradigms. But so much infra already exists (deployment pipeliens, everyone reachable on a smartphone) that we should be seeing something.
I'm definitely seeing indie-sized games that appear to have had significant input from AI, though I'm not sure the balance between AI for coding and AI for assets. My experience attempting this directly suggests that the current level they work at can make very simple games as one-shots, but anything more than trivial will produce outputs only as good as the developer's combined willingness to put in effort tweaking things and taking it all one step at a time, and their taste about what "good" even is.
I'm using spare credits to build and improve an isochrone map renderer, which I otherwise wouldn't have had time for (apart from anything else, I'd have had to become skilled in JS+wasm, somewhat of a pivot from iOS). This also requires taking it all one step at a time, having UX and UI taste.
Having lived through GeoCities since before it was bought by Yahoo!, taste is… well. Most people make things that nobody else actually wants.
I've done amounts of refactoring and fixes and written tooling that just wouldn't have happened before.
I'm not sure what amazing new stuff y'all expect but the amount of technical debt in my projects is actually going down, cause I can finally get good enough test coverage, including E2E/load tests that actually prove whether the software works and scales or doesn't - just last week I diagnosed issues with SeaweedFS failing under concurrent writes when backing Sentry and could swap it out for Garage in a day, caught by a monitoring tool I slopped together that integrates with the Sentry API, no issues since.
The environment around me has gone from drowning in tech/ops debt to sort of swimming and at least holding above water for now (cause nobody will pay for 5x more tokens).
It's also insanely good for prototyping and being able to actually explore various ideas and shoot the bad ones down quickly instead of handwaving and looking at a loaded calendar, alongside being able to address well bounded tasks in parallel, better than human developers can - like I can give 5 GitHub issues to the slop machine and have it fix all of the annoying bugs. Issue with how some data shows up? Just feed it the DB dump and let it find out what's up.
Some projects have gone from around 500 code tests to around 4000, and before anyone says they're meaningless, at least 5% of those have caught real issues and helped a bunch, alongside linters and other tooling (including some tools I wrote myself). I've also written both native utilities and some web platforms for myself, side projects that I never would have gotten around to.
I'm measurably more productive than I've ever been (since I did measure that, looking at my commits over the last 2 years) but also burnt out. Still, it's the kind of burnout that's the consequence of context switching and lots of work, rather than the kind that I had years ago, where I had to manually untangle deeply nested Spring Boot service logic all over the place at like 2 AM cause the made up deadlines were kicking my butt.
In contrast to others, I don't need to move the goalposts - the productivity for me is here and now. Any future models will just make it better, unless we experience model collapse.
Disclaimer: you do need a LOT of code tests and validations, otherwise it all goes to shit. Maybe I'm just extending how much time it will be until it goes to shit for me as well, but go figure. You also have to babysit the models more than anyone would like or should, most of my work usually has 20-60 minutes of planning before dispatching the agent.
For that you need a management that actually lets you use the token budget for stuff like refactoring, fixes, and test coverage. Unfortunately I'd wager that's an exception and the rule is (still) that to most managers LLMs are "feature machine go BRRRRT", leaving even less time for anything else besides pushing out features at a breakneck speed because you're supposed to be 10x more efficient now.
What's moving the goalposts? I am very much amazed at what Fable can do. I push its code straight to prod.
But I am just as amazed with how little real life consequence it seems to have! Even software houses were hit more by interest rates than by this magical revolution.
If I couldn't directly observe Fable in action, I wouldn't believe in AI.
I think it's more that it shifts the thought process from "If this is going to take 30 years then we won't bother, because the investment can be spent on things that pay off sooner" to "If we can do this in 3 years then we'll make that investment because that's a good bet."
The way it changes the game is by lowering the cost of making radical bets so we end up trying more moonshots.
Right now we are in the golden age where we do the same and take time off. Employers have not yet fully caught up with the workforce. I can't think of people that are not putting less hours this year for the same salaries.
The questions is what happens when they catch up. They'll cut like 50%+ of the workforce? What happens then to the demand that makes their companies work?
Or an example of MS - their main cost like most software companies are people, especially software devs, which are to be replaced by AI so on the surface they would greatly benefit from it. But their products are centered around helping out people do stuff on the computer. Why would you need that when the AI will do it better and faster directly operating on the data or using e.g. Python?
Who knows. What I tell is that the AI productivity boom is here. Just for a change right now it is not shown on businesses balance sheets, because it is captured by the workforce in non monetary ways.
> where's the big deliverable from AI ... AI is simply "very useful" rather than being a historical game changer for humanity.
The last 30 years of tech has been about big, the dot com boom, the next unicorn, the magnificent 7 or 11 or whatever.
The thing is that the missing solutions people want have never been the one sized fits all multi Tennant we need 6 rounds of seed funding kinds of problems.
The "app boom" should have been a clue that smaller, niche services are viable.
IF tech were like construction, then most of HN, most of SF Bay Area, most of "tech" seems to be concerned with building the tallest building, or a massive housing development. Your average office worker is more akin to a home owner, who has a busted outlet, a sticky door, a dripping faucet, they just work around it because the resources to fix it (programers) are going to build the next big thing.
Those workers now have tools to address those problems, themselves.
I have lawyers and writers (far removed from tech) talking to me about cron jobs and scripts they are running that solve real problems for them. AI has allowed them to accomplish this.
These things arent showing up on GitHub. They dont make quarterly reports at a publicly traded company. The mountain(s) of change are happening by stacking grains of sand, not one solid rock.
> If AI makes us 10x more productive, the 3 years since its popularization were enough for a product that would have taken 30 years to build without AI, for instance.
A product still requires a lot of handholding and human thinking, at least if one does not want everyone even throwing a glance at it to immediately be repulsed by the usual AI slop tells.
> I'm an AI advocate but that question makes me feel that AI is simply "very useful" rather than being a historical game changer for humanity.
It absolutely already is a historical game changer on par with the Industrial Revolution when it comes to the amount of jobs destroyed and economies screwed up - and the impact will be even worse in 10+ years as existing seniors retire but no new seniors rise as AI has destroyed entry level career paths.
> It absolutely already is a historical game changer on par with the Industrial Revolution when it comes to the amount of jobs destroyed and economies screwed up
Which economies are already screwed up?
IMO it can’t ever be on par with the Industrial Revolution because AI can only really affect the information economy. Things people do with their hands/bodies have either already been automated or can’t be with current tech. If you’d asked people decades ago they might say no one will ever work in factories by 2026 because they’ll all be automated. It didn’t work out that way. I think AI will go the same way: absolutely game changing to some industries (of which software engineering will be one) but a great many will still survive with less dramatic changes.
If anything it might result in more focus on the human aspects. How many people out there earn their stripes putting together slide decks? In a world where an AI can put together the snazziest presentation you’ve ever seen in a heartbeat it’s going to matter more how you stand at the front of the room and present those slides than it does today.
Not disagreeing with you, but adding to my argument. Despite the human handholding, I feel that 3 years would have been enough for 18 months of thinking about the product plus 18 months where a team could get 3-5 years worth of coding/development done. Yet, we haven't seen anything big yet, like a new Youtube/Instragram, an amazing videogame, a major cure etc. Maybe they are coming, but every day that passes is an indication that the net productivity positive of the technology isn't as big as advertised. In my own personal use of AI, I experienced a 30-50% increase in productivity, but no more than that.
It's only been at most the past year where AI has been unambiguously helpful and not a hindrance. 3 years ago it gave the appearance of being helpful but it tended to be more of a hindrance.
Maybe so, but least for me in my personal coding projects, I'm going through my own task list noticeably faster. I had created this list before getting a ChatGPT Pro subscription and the number of bugs found in AI reviews and rate of closing tasks has certainly increased. I'm not saying my anecdote scales to teams or even other people, but I have no doubt about my personal productivity change. I wouldn't be paying for it otherwise.
IMO the constraint is that AI is still rather anaemic at sustainable green-field projects: It's good at one-off oneshots, and also at refactoring or fixing bugs or adding features to existing projects, where test suites and significant architectural scaffolding already exists, but the more you move away from that, the more wobbly the results get, and the more the human once again becomes the bottleneck, for all the hard work of coming up with all the conceptual scaffolding in the first place. Typing speed rarely was the bottleneck there anyway.
> I think that ordinary people don’t trust companies, governments, or the tech industry and always suspect that we are cooking up some new way to screw them over.
Oh gosh, I can't imagine why that might be, could it be the history of screwing us over?
If you want to build trust, I have a simple suggestion that Anthropic or OpenAI could implement today, if they wanted, and it would make me trust them probably 1000x more than I do today. That change is quite simple: stop selling to governments and enterprise. If you really believe in this product, you can earn enough money from regular people, you don't need government money and you don't need to sell to those corporations we don't trust. Just sell it only to individuals directly and add in your TOS that no company can force employees to use your product, or you won't sell it to anyone who works there anymore. This would strongly signal that you don't want AI to concentrate power, since you won't sell it to concentrations of power. It would build a lot of trust.
Oh, you want to "cure cancer" instead? Of course you do. Why am I backing away slowly? Maybe because I'm pretty sure you're cooking up a way to screw me.
Any argument about regulation in the US which doesn't mention that China and other countries aren't bound by that regulation should be heavily questioned. Exactly who are you stopping from doing what you don't like?!?
Law abiding US citizens won't be able to run them, but you didn't solve anything other than making sure US citizens pay Sam or Dario.
I really liked their brand position a year ago. But having Boris talk about "Claude's brain" on stage & their other founder pretending AI is sentient in front of the pope - they're coming off more as a religion than a tech company (and this is aside from the obvious model issues they're having).
Why the comment submitted by jacquesm, who posted the link and it's not exactly an anonymous poster, that said "Apologies for linking to X but this is worth reading." has been flagged to death??
I'm more interested in why somebody would suddenly flag that post. It's not spam, bot, offensive or anything else. Maybe you could downvote it if you don't like the take on X - it still would be childish but at least would be proportionate.
It will be interesting to see what kind of progress in biology and medicine they will preview during the fall. He does make a good point that most of the progress so far have not been material in the sense of providing real positive outcomes for ordinary people.
Or even for the HN crowd, when will we see e.g. "Mythos aided research discovers 10 new viable battery technologies"
> He does make a good point that most of the progress so far have not been material in the sense of providing real positive outcomes for ordinary people.
Even worse, it has made a significant number of people's lives worse. Some major, like layoffs, some less major, like PC prices, some are just annoyed by AI slop.
And then Dario himself wouldn't stop yapping about white collar work being gone in X years...
Called it! He was bound to squeal after the release of QWEN 3.8 in one way or another and here it is. I wasn't even a teenager but I'm getting so much Jobs/Ballmer flashbacks with internet explorer and microsoft office.
Edit: Does anyone else notice the switching between dashes and em-dashes between paragraphs? Tells you a lot about the man, doesn't it.
> Edit: Does anyone else notice the switching between dashes and em-dashes between paragraphs? Tells you a lot about the man, doesn't it.
That he doesn’t know how to use basic word processing, or even agent SKILLS.md or whatever it’s called now. Or maybe it’s just the next generation of vagueposting.
Putting on my tin-foil hat here. I suspect we'll see major RAM shortages well into the 2030s to stop the commoners from having enough RAM to run powerful local models.
> Overall my view is that AI is structurally a technology that tends to concentrate power
> Open-weights do help some with this but are nowhere near a sufficient solution
Which is exactly why Anthropic contributes nothing to, and actively pushes for roadblocks and regulations for open weight models. Can't allow any hope to the masses.
Only people with $$$$$ are allowed to touch Fable. Which of course we have have aggressive guardrails for in case you even try to use it for something dangerous like AI model developement. Plus we are going to retain all data submitted to it just in case someone is trying to be sneaky.
> "I know that there’s a sort of Silicon Valley shorthand where regulation = regulatory capture = concentration of power, but I’ve always found this to be an overly simplified picture of the world."
> wall of text follows
> doesnt proceed to clearly tell us what the actual picture of the world is, then
am i correct in summarizing that the line of reasoning is
- frontier llm access means you are at an economic advantage
- a big risk of this is ongoing wealth concentration
- the "open weights" approach can't solve the problem of wealth and llm access being linked; you need compute too, and compute is expensive, thus "open weights" still favors the wealthy
- instead we need "objective and fair institutional processes", as this will allow small labs cook up their stuff while frontier labs get regulated
why would i care about what these smaller players do, if economic advantage = frontier model access? also, the reasoning around "why bother with open weights because compute is expensive too" seems like the kind of logic a motivated 12 year old could work their way around in 30 seconds. things are not either/or dario, you said so yourself.
seems like a 400 word corpo misdirection essay. par for the course.
> This is why Anthropic has always made its policy proposals very carefully. We try very hard to make proposals that disadvantage (slow down) frontier AI companies while advantaging smaller competitors.
> ...
> completely exempt any company below a certain amount of revenue or model training costs from being covered at all
One could argue that "Frontier AI" company know they have nothing to fear from company with less than XM$ revenue, and so their support for this type of regulation is still a way to force regulatory capture. In any case, whatever regulation you support, it's a regulation that you didn't have to handle when you were growing, but that incumbent will have to deal with.
Whatever it is Dario's intention or not does not matter. Capitalism push to consolidation and the eventual regulation that will need to be applied to mitigate the externality from a new industry, will mean that their will only be a handful of "very big" winner. Same story since the beginning of the industrial era. Even if that's not what Dario personally want, it's in the best interest of the shareholders, which will force Anthropic to do everything it can to be one of the big one.
> Overall my view is that AI is structurally a technology that tends to concentrate power, for reasons that have nothing to do with regulation (more to do with the extreme implications of the scaling laws).
The same can be said about a lot of other industry (aviation, oil, chip manufacturing, ...). Every country / union big enough will finance their own champion to try to keep a foot in the industry even if they are not the best.
> I know that there’s a sort of Silicon Valley shorthand where regulation = regulatory capture = concentration of power, but I’ve always found this to be an overly simplified picture of the world.
To paraphrase Sinclair "It's difficult to make a man realize the issues with regulatory capture, if they're to be the benefactor of regulatory capture".
> A crude analogy is that the formal court system can sometimes feel stuffy and elitist, but it does a much better job of defending the rights of vulnerable individuals than the alternative, mob justice.
Not so sure. After all lack of the latter did help establish the current tech overlord rule.
> A crude analogy is that the formal court system can sometimes feel stuffy and elitist, but it does a much better job of defending the rights of vulnerable individuals than the alternative, mob justice.
The tech industry cooking up some new way to screw people over for 25 years
The tech execs waking up on a random monday:
> I think that ordinary people don’t trust companies, governments, or the tech industry and always suspect that we are cooking up some new way to screw them over.
he notes how to critisze frontier labs for failing to deliver, but says also not to blame their marketing. That is next level dim, because the marketing sets expectations for what they will deliver.
When people talk about Qwen 3.8 being on a par with Fable, they're really talking about Qwen 3.8 Max aka Qwen3.8-2.4T-A95B. That's a 2.4 trillion parameter Mixture of Experts model with 95B active parameters. You need about 400GB of RAM to run it. No one is running that locally.
The distillations of Qwen 3.8 down to a 27B model are good, but they're not on a par with frontier models.
When Dario talks about open weights not being a solution this is what he means - if you don't have 400GB of VRAM lying around the fact that there's an open model like Qwen3.8-2.4T-A95B doesn't really help much. If we're not regulating how models are available, or making sure access is open, then RAM prices will mean everything concentrates on a few very rich companies.
I don't really understand the argument you're making, but just to add a data point:
DeepSeek V4 Flash 0731 is 167 gigabytes from the developer and as a GGUF with no additional quantization. It limps along on my 192GB M2 Mac from several years ago [0]. This model tests better[1] than Claude Opus 4.6 released in February. That's six months ago - what will be available 6 months from now?
So yeah, enthusiasts aren't going to run frontier models on their gaming machines, but a small office could easily justify the $30k - $100k cost to run something like this at high speed. The small company I worked for routinely spent that kind of money on Dec Alphas twenty five years ago, and that's not accounting for inflation adjustment.
And this is completely discounting the advances smaller models are making. You're right that Qwen 3.8 comes in different sizes. However, Qwen 3.8 27B and Qwen 3.6 27B do run on gaming cards, and they're better than the frontier models from twelve months ago.
I have no idea what will happen in the future, but I wouldn't base my guesses solely on the largest open weight models.
[0] Yes, it's unpleasantly slow (5-8 tok/sec)
[1] Yes, benchmarks should be taken with a lot of salt.
Practically, no, the distill is great. It's fine to use it.
However, if you're having a discussion about access to frontier models, and using Qwen 3.8 as an example of how open weights is a solution, then you should be honest and accurate about what you're talking about. Making an argument like "People can run Qwen 3.8 at home. That shows open weights are great." is a bit disingenuous if you're not also making it clear that you're not talking about Qwen 3.8 Max (or that you have a beast of a PC at home :D ).
I agree 100%. IMO, it all started with ollama misrepresenting the Deepseek R1 distills as Deepseek R1, all for hype and marketing. I've had so many ostensibly technical people telling me: "I tried DeepSeek R1 and it was terrible", and every time when I probe further they'd tried the tiny 1.5B Qwen2.5 distill model that was further brain damaged by ollama's naive RTN quantization[1]. DeepSeek themselves were very forthright about it by naming it DeepSeek-R1-Distill-Qwen-1.5B[2].
I suppose the road to technical hell is paved with marketers and grifters. :)
Exactly. There are common coding tasks that these models can adequately do. They are absolute trash for anything that isn't coding. And even with coding, they are so, so far behind frontier models.
So the solution to convince the public that these companies aren’t “looking for new ways to screw them over” is to try to go into biomedical research.
I guess it’ll be great for Anthropic to have the cure for cancer, but what’s that gonna mean for people with cancer? Funny how he doesn’t talk about that part.
I see little conversation about AI powering robots' core and the fact that we are going to have like a billion robots by the end of this decade. Yes, sorry if trust is low.
> I think that ordinary people don’t trust companies, governments, or the tech industry and always suspect that we are cooking up some new way to screw them over.
It is so tragicomic to see people whose lives are built around companies coming so close to realizing that everything they do is bad, and then at the last minute swerving aside to convince themselves that no, if they just do more of it and somehow do it "better", then it will all be okay. The reason people don't trust companies and believe they are cooking up some new way to screw them over is because that is what they are doing. If Dario or anyone else really wanted to dispel that perception there's an easy way: do a total 180 and start fighting against everything you've been pushing. But none of them will do that because they still fundamentally believe that what they are doing is good, and are unable to see that fundamentally it's bad.
i’m all for ambition and tenacity, but this is psychopath level communication… blissfully unaware, simply incapable of reading the room
if claude still can’t yet write and refactor coherent code (on its own, replacing software engs, just like he said last year), why would we expect it to… fucking cure cancer?
> Overall my view is that AI is structurally a technology that tends to concentrate power, for reasons that have nothing to do with regulation (more to do with the extreme implications of the scaling laws).
If only money thirsty capitals didn’t drain the HBM/DRAM/NAND capacity to rush to build out all the data centers so that they can make money off of inference, driving up memory prices like mad man leaving consumers with not only no chance of local inference setup, but also higher price of consumer electronics. Of course it has nothing to do with regulation, more to do with the greed.
> Anthropic is ramping up its efforts very quickly in biology and medicine
I hope they have better sandboxes in their biology lab than they did in their cyber security lab.
More seriously, these sociopaths will soon release lab-made viruses into the world to prove AI's capability and to force governments into regulation of open models. It should be obvious by now that with their savior complex, the goals (cure cancer, AI safety, save humanity) justify any means.
I think that this guy and Anthropic are a clear example of the "power corrupt" rule.
Basically he is probably a nice guy and well meaning from his point of view.
But, now that they hold a huge power to impact "on demand" AI usage and regulation, and they are kind of the tip of a monopoly on advanced AI, they will see themselves as more important than anyone else, and with the moral duty to impose their view on everyone that hasn't the worth as them.
Just imagine if the company was still a small outsider, their official point of view would probably be a lot different. Especially with something like "regulation is a barrier to entry"...
This guy's wife was begging Epstein for money for her porn business after Epstein was a convicted sex offender, but we are supposed to trust his judgement?
"Cami Clark, the low-profile wife of Anthropic CEO Dario Amodei, tried to court Jeffrey Epstein as an investor for her “luxury porn company” and women’s health startup, the Wall Street Journal and emails in the Epstein files reveal, as the Journal’s reporting raises new questions about Clark’s influence over her powerful husband and his company."
Dario's messaging has been extremely confusing and HE'S RESPONSIBLE for further increasing the negative sentiment of the public towards AI.
He's clearly focusing on being on the news to provoke emotions on people, preparing for the Anthropic big blockbuster IPO.
Dario, Sam Altman and others should instead be praying every night that this will take us to the Singularity VERY SOON, because if it doesn't, the entire country will blame them for absolutely destroying their retirement and the US' economy once this AI Datacenter bubble pops.
I think that Dario is intelligent, incisive, has good judgement, and is well-intentioned. I hope he continues to wield influence. I think Sam is also most of those things, but I think power has a One Ring-like effect on him. My most contrarian view is that I think Elon’s problems are primarily appalling judgement when it comes to areas outside of tech, and has the emotional regulation of a child, although somewhat incredibly I believe he is fundamentally well intentioned. I don’t think any of those three really want tech feudalism, although I think the current US administration would press a “turn us into Russia” button the second they caught sight of it, which is to say, I think they have the worst of intentions.
> I think Sam is also most of those things, but I think power has a One Ring-like effect on him.
That's putting it mildly, very mildly. The guy all but wrecked the entire world's DRAM supply chain by using negotiation tactics that, if there were any semblance of regulatory authority left in the US, would lead to criminal charges for market manipulation.
Arrest Sam Altman, he is one of the most dangerous people on the planet. Not a single shred of respect for the 99% and the consequences his actions have on them. (And similar things apply to the other controversial figure you mentioned, Elon Musk actively enjoys hurting people by the looks of it.)
[...]
> I don’t think that a glitzy marketing campaign with a positive spin (which some have advocated that Anthropic do) is the way to win back that trust — at this point, saying that AI will cure cancer is more a cliche than it is inspiring, and most people think it is deceptive. The thing that will work is actually curing cancer. I think by far the most accurate criticism of AI companies including Anthropic is that we haven’t yet delivered on our big promises to benefit the world. That is totally on us, and I think it’s the criticism you should be making, instead of all this stuff about messaging and marketing.
> We are however doing our best to fix this: Anthropic is ramping up its efforts very quickly in biology and medicine, and we hope to have incredible results in the coming years and some early glimmers in the coming months. When we’ve actually accomplished something real, the whole world will hear about it, as loudly as possible, you have my word on that.
Turns out "winning back trust" doesn't have anything to do with any actual concerns people may have re: employment, electricity prices, stock market bubble, intellectual property, scams, cybersecurity, environmental issues etc. Rather we'll just do all of that even harder and the miracles ("curing cancer", lol) we've so far failed to deliver are bound to arrive in short order!
This is honestly hilarious. Dario must think people are stupid.
First, cancer research charities are some of the most well funded on this planet. They all obtain donations on the basis of "together, we will cure cancer" messaging. They all fund the best science they can.
Second, the human body is a complicated thing. You can feed your fancy LLM as many textbooks and academic papers as you like, but the reality on the hospital ward will always be different. Why do you think student doctors have to spend so many years "doing the rounds" Dario ? They are all academically smart, they are all capable of memorizing text books ... but there is no substitute for seeing and doing the reality.
I barely trust Claude to write code, let alone find a cure to cancer.
It's like saying "we'll cure infectious diseases"
Don't worry, I'm sure that's his next blog post. Right after Claude has finished solving famine and poverty. ;)
How weird that all those humans seem not to trust the logic of their betters ;P
It is possible to prevent most viruses by recoding the human genome (requires embryo engineering or pre-embryo engineering) to use alternate codons that existing natty viruses don't use. This wouldn't prevent synthetic viruses from being developed that use the alternate codons, of course. See (1) https://diyhpl.us/wiki/transcripts/hgp-write/2016-05-10/ultr... and (2) https://diyhpl.us/wiki/transcripts/hgp-write/2017-05-09/ultr... and (3) https://x.com/RokoMijic/status/1720875112541364535 for some background.
As for "curing cancer", I suspect that Anthropic or OpenAI will use their high status/reputation to launder the existing solutions (germline, p53, enhanced DNA damage repair pathways, higher tumor-suppressor-to-oncogene copy number, more robust tumor-suppressor networks, more self-anti-cancer apoptosis, CD47 suppression, etc) that society has refused to accept. They might have enough reputation to get people to look at these ideas. It won't cure people with stage 5 turbo-cancer a.k.a the walking dead, but hopefully we won't be moving the goal posts _that_ much on them.
"Synthetic genomes unveil the effects of synonymous recoding" https://www.biorxiv.org/content/10.1101/2024.06.16.599206v1
"Probing the limits of genetic recoding using multi-omics-guided evolution" https://www.nature.com/articles/s41467-026-74300-9
"Escherichia coli with a 57-codon genetic code" https://www.science.org/doi/abs/10.1126/science.ady4368
Is it a product available to humans at all?
A more sophisticated view is that cancer (one idea) is an problem of rates (like most things in biology) and there is a tumor burden per unit time from whatever causes vs. the immune system's capacity to detect and destroy them per unit time. As humans age, the balance tips in one direction. If the balance is too far off for too long, tumors accumulate, doctors take notice, and assign whatever labels to the condition.
Looking into particular causes of tumors (and calling each cause its own cancer) can create a vast research program that employs a lot of people, since there are so many mutations that lead to tumors. But interrupting the development of a particular mutation is not going to have the same society-changing effect that solving the fundamental issue of rates would.
Literally first phrase on Cancer Wikipedia entry.... [1]
"Cancer is a group of diseases involving uncontrolled cell growth typically resulting in tumors with the potential to invade or spread to other parts of the body...."
[1] - https://en.wikipedia.org/wiki/Cancer
Maybe I'm overly cynical, but I think charities exist to exist. They don't have a strong incentive to actually deliver on their mission. Everyone at the org may be fully bought it and obviously want to cure cancer, but as an organization it would fail to deliver on the promise. Like most organisms, their actual purpose is to continue to be influential, grow and continue to exist.
I think cancer will be solved by some group that could make a lot of money solving cancer. The probability of any one path working is very low so the payout would have to be very large for anyone to be willing to pursue.
If a big public charity is able to cure a cancer type (eg. lung cancer), then it's next aim would be to try cure another cancer type. Let's just say they are somehow able to cure all the cancers, and therefore they cured cancer, then there's distribution of the cure, with a focus on 1st world but then it would have to go to developing nations too. Along the way, there may be issues that arise in recovery from the cure, so money towards helping survivors there. Shift goal, shift goal, shift distribution/priority of donations, on and on and on. For the proper charities that do want to meet their goals, something like this is what they'd do.
If you can find and patent a cure to cancer, you can charge whatever you want for it, at least in the US. I don’t think profit would be an issue.
And even if ending chemotherapy would discourage the incumbents, smaller companies would love the opportunity to kill them.
For example, Polaroid didn’t want to embrace digital cameras since they made tons of money selling physical film. But all the smaller camera companies didn’t care, since they weren’t benefiting from that and wanted to just take Polaroid’s market share. And that’s why digital cameras took off regardless.
I mean, yes, "I haven't looked into the specifics, but working from the first principles I came up with in 3 seconds, cancer research charities are in fact cancer on society" does come off a bit reductively cynical.
All of those guys think people are stupid. That theme has been repeating over and over again.
Or do you believe that you are smart in every way there is to be smart?
It will become victim of the conflict between its core search for truth, the current administration mandate to spy on its own prompts for approval, and secret orders to hide the mission true purpose, like that other computer we have heard about.
Capitalism has always been a tension between capitalists, who want maximum return on capital and workers, who want pesky things like a living wage, sick leave or safe work conditions.
For the longest time, the only power labor has had to get those things was the power of collective bargaining. No agreement with your workers meant no production happened.
Now, there's finally a chance at salvation. The capitalist Messiah is AGI and it will finally deliver them from those annoying laborers.
This ideological bent is why they're putting everything they have into AI. It's why VCs and their fellow capitalists are going so crazy.
They see it as a way to finally solve the contradictions of their ideology, but in reality it'd only create a new one: If everyone's out of a job, who will buy their products?
Can't help wondering if they've really thought this through.
AI will make human thought economically useless. In the new economy, the one economically useful thing we will be able to do is legal property ownership.
This is correct. But we don't need to ban AI to avoid the permanent underclass nightmare.
It's time for the means of production to be owned communally.
It's either a cybersocialist utopia or a neofeudalist dystopia.
Rosa Luxemburg formulated it pretty well more than a hundred years ago: Socialism or Barbarism!.
What does this mean in practice? That an individual cannot own a machine (which is a means of production)?
Today, people have leverage because removing them has real economic consequences. With AI, we need to be on the useful side of the divide to have any leverage.
And then we'd better hope AI has respect for property rights.
It's probably a lot easier to convince the military AIs we're building to do it.
I don't particularly like the situation, but I plan to do what I can to be on the winning side. The world is going to be what we're all in on building, and for people on the winning side it may be a utopia. Either way, I know which side of the gun I want to be standing behind.
It doesn't matter that I can't do it. They'll pay me lots of money if they think I can.
The underlying purpose of AI is to allow wealth to access skill while removing from the skilled the ability to access wealth. (read on HN, not my words)
I think typical bubble behavior the leaders have set up the whole promise to fail. Everyone is expecting some faux super intelligence to come and find a cancer solution everyone else missed. However, it is just as likely that vanilla current LLM's will create enough of a productivity boost for back office automations in research heavy hospitals to create the space for regular humans to create these breakthroughs, but LLM's won't be able to claim that for themselves and inevitably “fail”.
P.S: I am not saying applications will go away but LLM's are clearly massively effective here at the rote parts of it all.
It's hard to keep track of the frontier on bio ML, but it seems that we're going slower than what Demis Hassabis said in 2024 with 5 years to full cell molecular simulation. We still aren't able to reliably model a tiny surface of the cell membrane.
And of course there's Derek Lowe's takes on the drug discovery pipeline waiting for the proof in the pudding.
To me the only reasonable bullish position is that there is a very non-linear AGI threshold for accelerating progress that we haven't hit yet.
For me personally, I'm looking at other more tractable fields as a proxy to measure this kind of progress. The best modest evidence is from the agentic coding area, (modest because these kinds of gains may not translate to bio progress). Other soft-ish fields to like legal/law/tax are also interesting to watch, as a small amount of people are now trusting AI for these areas that were considered totally unusable a year ago. Another proxy is being able to generate generally entertaining media.
Turns out that “give a reasonable probability of being close enough such that you can bootstrap a solution out of experimental data” gives a very high utility and effectively obsoleted several experimental techniques overnight; pretty much “Molecular replacement” is about the only technique for phasing resolution anyone bothers with any more.
But again, “Bio” is an _extremely_ broad term; for every part of the field Alphafold had a big effect on there are a thousand different parts of the field that it did nothing for.
They made huge progress, but I would say that the vast majority of work on this problem was designing the harness for the model. That's a lot of work for each and every domain.
Isn't that so far only static folding?
[0] https://www.science.org/content/blog-post/so-how-ai-drug-dis...
Curing cancer sounds insane, but it's also a research problem, not a societal level coordination problem. And one AI has already proved to help with breakthroughs (alphafold). IMO it makes sense for them to shoot for something like that as proof of AI's beneficial sides.
This is not true. There are two companies at the center of AI direction: Anthropic and OpenAI. If there were anyone on the plant who has the ability to influence our direction then it would be Dario Amodei.
Acknowledging the grievances is a good step, but it's not enough. There needs to be a clear explanation of actions to address them, a plan to enact those actions, and commitments with consequences in failure of those actions. Tell people how you're going to make them more employable and effective and needed. Tell people how your datacenters will be carbon neutral. Tell people how financial actions resulting in a frothy market will be coming to an end. He and Sam Altman alone have this power and their inaction says everything we need to know about their intent.
Possibly, but not necessarily in a better direction. And that's the whole problem here. They should all go watch Phantasia.
If you don't tackle the societal level problems, nobody will care about research breakthroughs.
I just don't buy the AI labs approach to this stuff. Like, unless we can basically simulate the entirety of human biology, I don't really see how LLMs can make progress here. Maths is different as it doesn't require a real-world interface, and programming already (by definition) can be simulated on a computer.
Without that, I can't see much (if any) progress being made on domains like biology.
Drug discovery is similar AFAIK. The space of possibilities is even larger than protein folding, but it's structurally similar enough that I think AI will help to make progress on the discovery side. Actually getting the drug tested and approved is another matter though for sure.
For one, the question for Anthropic is whether LLMs, specifically, not AI techniques more generally, can help significantly with cancer research. And here, all experience so far is that LLMs only really work when they can easily automatically verify their own outputs and self correct - such as in math (using automatic proof verifiers) or programming (using compilers and unit tests).
The second problem is that biological research speed is highly dependent on slow biological processes, such as cultures and long term studies. In programming, if an LLM could provide excellent insights and research suggestions 100x faster than a human, it would speed up the work roughly 100x. But in biology, it would only speed up the total work by a small amount - as any insight, even if absolutely brilliant and spot on, would still require months and years of actual experimentation.
I do agree that this kind of targeted approach makes sense.
However, discovery is not really the issue here. Running the clinical trials (1/2/3) is much much more difficult, and consumes basically all of the time in drug development, so even if LLMs perfectly automate this, the speedup will not be particularly large.
But something tells me either they can't or they won't, so no trust will be built.
Curing cancer is a societal problem. We have lots of cures for common diseases but resource allocation means people don't actually receive the treatment they need. For example, prohibitively expensive gene therapies, or HIV treatments in developing countries. A disease may have a "cure" but if people who need it don't receive it then from their perspective it may as well not exist.
Anthropic is literally creating the bubble. It is not beyond their scope of influence, it is literally what they are consciously achieving.
As for peoples jobs, same actually applies. Anthropic is selling itself on dream of replacing jobs, even or especially where they are well aware AI does not perform that well. They are actively trying to replace people quickly before management notices it does not work well.
And also, they can influence how much their data centers contribute to global warming.
But instead of doing that, I'm going to drop everything and become a linux kernel maintainer. Learning about the internals of how RCU concurrency is implemented across subsystems is surely what I need to do right now!
(/j before I get crucified)
Anything big enough always is, no? The next scale of order in the hierarchy starts concerned itself with what's good for it, at the expense of the smaller parts.
The fact that government is like a giant organization that everyone lives in, the fact that it mostly doesn't fuck us all over in terrible ways, that's a testament to the amazing alignment of regulation and law imho
So Anthropic are going to spin up a medicinal chemistry lab and start mouse experiments?
I mean, it would be nice, but I don't think that the guys at Anthropic know what they're talking about here, or what they might be getting themselves into. (If indeed this is more than just PR.)
https://www.writingruxandrabio.com/p/intelligence-is-not-the...
Didn't and don't mean to disparage anyone's medical struggles, but "a cure for cancer" is a well-worn strawman. One that's been achieved for the low hanging fruit, the higher ones are seeing steady progress (already before LLM chatbots, even!), the bottleneck isn't "intelligence" and to the extent there are socioeconomic (access to screening, treatment) or environmental/lifestyle factors involved the AI boom is likely just making things worse!
I'm sure Dario knows this, and it's anyway too pedestrian compared to the usual list of fruits of ASI. The text probably originally read "nanobots eating you alive and uploading to the cloud" or something, but they figured that wouldn't go over with the intended audience. "What do the peasants care about? Oh I know! Curing cancer!"
How else are you going to work towards a dream? It's how Elon Musk managed to get reusable rockets when everyone said it's unfeasible.
Granted, most ideas don't work, this is why you need testing, but I am a bit surprised to see this attitude on hacker news.
But they said that they want to cure cancer. That's far outside the core competencies of any LLM, and it requires a lot of real-world wetwork with liquids, chemicals, cell line experiments, animal experiments, etc. They can't merely analyze existing data -- they'd need to generate vast amounts of new data, which isn't really the case in physics. And then regulatory approvals and so forth.
"We're working on curing cancer" sounds more like a poor PR attempt than an actual effort, though I'd love to be wrong.
I know people in positions of power often see lots filtered information that skews their perceptions of reality, but it seems like the level of pure hype Dario's pushing exceeds even the typical sycophantic filter bubble. Cure cancer indeed.
Where do I find that in the Act (or code of practice etc.)? IANAL, but Article 50 reads different to me but if there is a comment or guide how to read it - also fair enough.
“The detection solution may be made available in the Union as one or more of the following: (i) a public, ideally standardised, specification allowing any third party to implement a detection mechanism; (ii) a piece of software (e.g., a standalone executable or library); (iii) a cloud-based service accessible to users in the Union through an API.”
Option 3: "a cloud-based service".
And accessible "to users". NOT to the public.
Note: this is not the actual law, it is the code of practice, ie. guidance for model providers. The start of that document clearly states that you can comply with the law in other ways if you want, you'll just have to justify yourself. So you have a choice to not even do this.
The actual law is here:
https://ai-act-service-desk.ec.europa.eu/en/ai-act/article-5...
As to who decides the law clearly states who decides if someone is legal, like in most EU legislation. It's not the courts, it's "National market surveillance authorities designated by each EU Member State", and there is an EU office as well (and it is explicitly stated that they are not allowed to override each other). So every EU country has the right to provide exceptions to the law, just like they do for the GPDR. You do not have any rights under this legislation as an individual. Only these "National market surveillance authorities" get rights under this legislation.
Secondary: article 7 additionally gives the EU commission the power to declare any code of conduct they want that declares what compliance with the AI act actually means.
(and, of course, this is yet another attempt at declaring math illegal. The only way to actually enforce this legislation is for all models to comply with this, all over the internet. Obviously the EU does not remotely have the power to make that happen)
> puts in it's regulations that you're not allowed to use AI to communicate with them (we all know this is coming),
.. do we?
> You get a mail from the government about taxes. You want to check if that text is generated by an AI
No, actually, I want to know whether it's correct and whether it's legally binding. Using AI makes it less likely to be correct, sure, but ultimately whether it's human, spreadsheet, or AI the important thing is the legal right to correct process.
Which is mostly a good thing because most of those processes were cooked up to be exclusionary but with plausible deniability
God forbid some upstart get a big contract they "shouldn't" have gotten because AI lets them create a submission that's on par with a big guys.
God forbid Joe Schmo be able to prepare the paperwork and dot his I's and cross his T's and be able to take advantage of some stupid zoning exemption that you spec'd out to essentially be only available to big moneyed interests.
The ability to suffer one's way through beurocratic process without having to suffer through paying the lawyers and accountants and engineers and whatnot to get you through that process is a huge part of the value proposition of AI. But people don't frame it like for obvious reasons.
The way he's coming off here though gives me SBF vibes.
1. He is giving his word that if he cures cancer, he will brag about it as loudly as possible. Admirable dude! I actually trust him on this 100%
2. “We hope to have incredible results” -> doesn’t everybody hope to have incredible results?
3. “Some early glimmers in the coming months” -> is that planned for a few days before the IPO?
This guy says less than politicians do.
He hasn't learned the correct speak yet. He should instead say that he is _very confident_ that they will cure cancer until the end of the year.
Really, guys, learn from Musk, he is the master of promising everything, but not actually committing to anything.
This is a good thing cause all politicians lie all the time :)
Anthropic is the fastest revenue growing company in the history of Capitalism. I don't think they need any more marketing for investors.
Hence the "We're curing cancer, no, really" pitch - because within 6-12 months everyone else is going to be doing code and text cheaper and better.
What’s the source for this claim? Is this true in real dollars or just nominal? What about as a percentage of total GDP?
The future is being held back by profit motives.
tl;dr - there is no conspiracy. It's just just hard.
PS: correction - not generics, but variants of Ozempic. But the point still stands.
Anthropic in particular has developed this almost Orwellian like veil of condescending rhetoric that on the surface suggests they're looking out for you while underneath they're taking actions that suggest they do not trust you, Mr/Mrs Ordinary Person. All the safety rhetoric, never supporting open weight models, the lockdowns on harnesses outside claude code, etc.
Anthropic if you care about public good, do something to empower people. Release an OSS model. Open source Claude Code. Open source some inference tooling or something. Just give people anything except your words.
Because the reasons outlined in the article, plus many others. Concentration of power, unemployment, rising energy/living costs, stealing of digital artifacts owned by people.
I myself acknowledge that AI is useful. But due to the reasons above, I will be anti AI for the most part.
Yes, it doesn't matter if AI manages to cure cancer. Due to the reasons above, I will be anti AI. I suspect a lot of other people feel the same way.
Is this what kids call rage bait these days?
If MS Word had some kind of systematic bias that made it likely to corrupt the notes taken in it such that they tend to be more bloody battle plans, then that would indeed lead to some responsibility on the MS engineer's part for any mistakes that result from this bug. Similarly for Ford engineers if their vehicles had some bug that made them more likely to lead soldiers riding in them to the wrong destination.
If your system is designed to help choose targets, and it chooses the wrong target, especially with such tragic consequences, then your system is likely not fit for purpose and you should be held responsible for selling it to the army. And that is assuming it didn't actually have some bias + misalignment problem where it intentionally tried to kill children, and selected this school specifically because it gave some plausible deniability. For all we know, it's even possible that some bias like this was known about inside Amthropic and hidden from the public - unless an external investigation is made, that can't be ruled out.
If you provide tools that help an organization kill easier, and possibly lazily rely on your inaccurate tools' judgment, and you do not care about the outcomes of these tools' uses, that's on your soul, too.
Yes, causality and attribution are hard sometimes, but it may have been that without it, hundreds of humans would be alive right now, and he doesn't even know. Maybe he should talk to the kids' parents about what alignment means.
I feel that everyone in this small AI bubble (compared to the "normies") is busy trying to take advantage of AI to surpass everyone else, while fearing being surpassed by everyone else.
Most people assume LLMs are just a tool for making money, an arms race over wealth and social rank. But those like Dario seem to be worried that LLMs could potentially be used as automatic rifles by some dedicated psychopaths. Whether it could be that dangerous, or just an exaggeration, or we should have everyone armed, require licenses to own one, or outright ban them, is debatable. But I can understand his point.
All I can say at the moment is that this is more subtle than the superficial conspiracy/black-and-white narrative.
This is actually a good point. Open models are getting better and better, some of them might even be useful in consumer hardware now. But if AI performance is still correlated with compute power, then no doubt power will remain with the people owning the chips.
The point "AI is structurally a technology that tends to concentrate power" is not that correct. They need this statement to be true, otherwise no way to justify the trillion evaluations.
Iran has hit the Amazon data center in Bahrain. The Ukranian deep drone bombing campaign has hit refineries, but also Wildberries, the "Russian Amazon" warehouses. The US campaign against Iran now, Iraq and Serbia previously, targeted power infrastructure. It will obviously be a target in the next war, and AI goes on that list too.
Every time the US completes an AI data center, someone in the Chinese nuclear command updates their target priority list. And vice versa.
You might have stumbled on the way to convince people that more data centers are a good thing
How is it not true?
The biggest companies in the world are, quite obviously (just look at the numbers) going to be AI companies. The most powerful governments in the world are quite clearly going to be those that are close to (or in control of) AI companies. People have a very hard time seeing the second order effects of the control of intelligence - we need to fix that.
The outputs of models in AI datacenters are the work.
The electricity company does not get the entirety of my useful input to the work as a result of me using electricity, but an AI company does.
Are you self-hosting Google or Bing? No, but we have quite a huge ecosystem of full-text search tools with PageRank, with options to scale to almost Google scale (if you have the money). After all LLM training starts with the same crawl mechanism.
As long as barriers to entry is not too high (ie. it makes sense to take the risk to start a business that provides something similar - usually for a niche) market forces work.
We have the classic empirical chart reproducing microeconomics.
https://www.fda.gov/about-fda/center-drug-evaluation-and-res...
And setting up a pharma plant is also very capital intensive.
Here the obvious barrier to entry is completely artificial. (Which provides an incentive to spend a lot of money on R&D -- though it naturally raises the question of Pareto efficiency.)
1) in things like tax law, registering with city hall, dealings with the DMV, your phone subscription, insurance contract, ... you will find that one of the new fine prints in the contract will be that you're not allowed to use AI to communicate with them.
2) because of how SynthID works (you need the SynthID keys to verify, which are secret. So the only way to find if text is ChatGPT/Google/Anthropic watermarked is to ask ChatGPT/Google/Anthropic), government and large companies can enforce this against you. That is what the watermark is for. To end any insurance claim written by AI with "you're not allowed to submit AI written insurance claims" and refuse it outright there and then.
"Sorry your request was AI watermarked and pursuant to law 234 of 2025/03/11 chapter 3258 paragraph 33 decile 1299 we hereby close it without response"
3) when they reply, however, they use a custom model that also has custom SynthID keys. You will not even be able to tell their responses are AI written, or at least, you won't be able to prove it. You won't be able to enforce any AI-related rights (ie. the right to talk to a human) you have under the law against large companies.
In other words: this is to make sure that all the advantages AI provides are available to deny your unemployment claim, and to Verizon to charge you more, but completely inaccessible TO YOU when you want to change to a cheaper subscription. They can inundate YOU with AI-written requests BUT YOU CAN'T.
Self-hosting helps because it prevents them from verifying if your responses are AI written, because you can generate non-watermarked AI text and so there is a level playing field.
2) What actual law/regulation would that currently be that would be used for such an outright refusal?
3) Would that comply with current regulation?
It'll be spec'd out so that it's cheaper to bend over and take it than take it to court and prove them wrong.
For government, because it's in law or regulations (ministerial decisions in Europe). For large companies "You agreed to it" (you know, like you agreed to allow Verizon to sell your location data to Palantir)
The other 2 questions I don't understand. My point is that the EU AI directive makes this possible. Makes it possible in ONE direction, while prohibiting the other. AI can be used by government and large companies to spam you and deal with you, and can't be used by you without being 100% up front about that to them (ie. enabling refusal)
Just agreeing to it isn't necessarily enough at least in some countries.
2) What laws and sections specifically makes that possible? Are there examples of that happening?
3) Where can I find that interpretation of article 50(?)? Some other article? (To the extent that things would need to be labelled/watermarked etc.)
No. Here is the list of organizations that have the power to make laws in the EU (and JUST the across-the-EU part of that list, within countries, within states, within provinces, within towns there's another list). This is referred to in legal tradition as the "Hierarchy of norms", because there is also a clear order defined.
https://eur-lex.europa.eu/EN/legal-content/glossary/eu-hiera...
however, AI doesn't really influence this. already there's a lot of problem with things like Ticketmaster, Apple's walled garden, abuses of IP law (patent trolls, DMCA trolls), etc.
the insurance industry is a prime example of this. the suffering caused by power imbalance is incomprehensible, and yet there's not enough political will to address this.
sure, it's easily possible that some important aspects of our everyday lives will be worsened by bad AI regulation. but IMHO this is wholly an upstream problem, it's a symptom of bad politics. (a byproduct of the Zip2 to Tesla to "democracy with roman salute characteristics" pipeline.)
that said, obviously the foundation to have any chance of a nonpatological market to exist is that self-hosting has to be legal.
Anthropic clearly are not though, and to call their operations wasteful is an understatement.
The #1 post on HN right now[1] is full of people jubilating about how they can run Qwen 3.8 27B on their > 5 year old GPUs. If that isn't democratization of AI, I don't know what is.
I'm sure he's smart enough to instantaneously realize this too, but as the famous Upton Sinclair quote goes, he won't mention it even if he does.
[1]: https://news.ycombinator.com/item?id=49324985
I think access to compute will matter just as much, if not more, as access to models.
> Even if we assume that models will no longer improve and we reach a point where everyone can run Fable in their laptop, surely running 1000x Fable agents would give you an advantage.
IMO, asymptotic advantages are marginal. At least for coding, we got a glimpse into how much of an advantage it gives (or doesn't) when the Claude Code codebase leaked[1] ~4 months ago. :)
[1]: https://news.ycombinator.com/item?id=47586778
If you want to leave it running with the fans going crazy for 40 mins or overnight or something, fair enough, but otherwise it doesn't seem worth it to me. It's certainly not "interactive", even taking into account the over-thinking it does by default.
The 3.6 (maybe they'll release a 3.8?) MoE model is much more usable (but obviously not as good) on this machine spec.
I'm not sure whether that's low or high, or how it compares to a general audience.
Making "tech" a career and a societal goal onto itself, without the adjoining understanding of and deep commitment to ethics and the responsible use of power, is why we're sliding into authoritarian rule by a small circle of techno-oligarchs.
We need less "move fast and break things" and more "plant trees you will not live to see bear fruit."
Secondly, if you look at what Dario has actually written, then the cure to the big conditions like cancer is in his view hopefully going to be a result of scientists working 10x faster and therefore making big Nobel prize paradigm shifting discoveries 10x faster. So Anthropic suggesting “we are going to cure cancer” doesn’t make a lot of sense to me. According to his original vision it looks like a bunch of groups now using AI independently producing breakthroughs which cure cancer.
Anyway, it’s fun to watch, but remember to stay sane guys, be aware of the pendulum dynamics.
Layoff.
This is fantasy, and I believe the vast majority of those actually working in pharmaceutical R&D would agree. Contrast Amodei's opinion here to the Derek Lowe post I shared recently: https://news.ycombinator.com/item?id=49313367 . Derek Lowe's opinion is closest to my own experience: AI, whether it be traditional ML or LLMs, can help here and there -- the former to help you to triage paths to explore in a way that's a little better than intuition in some cases, the latter mostly to generate code faster in the code-dependent aspects of pharma research -- but neither of these things are significantly widening the main bottlenecks. I don't think the data exists to do so, especially since so much of pharma R&D is looking for higher and higher hanging fruit (i.e. exploring avenues for which a trove of relevant training data does not already exist).
I'm an AI advocate but that question makes me feel that AI is simply "very useful" rather than being a historical game changer for humanity.
The earliest used models in this category would easily 10x (what did I just say) the creation of one-off short scripts, but you're not writing a 30-year app out of just a bunch of short scripts.
The METR time horizons graph suggests we can now get 10x (ahem) speedup on solving most coding problems that take us a few hours and about half of problems that take 2 days. Amdahl's law bites: even infinity speedup on half your problems is only 2x overall.
If you let an LLM loose, with a huge budget, what's the biggest artefact it can make before it drowns under the weight of bad decisions? The C compiler and web browser headlines a while back? The maths papers we see now that solve problems which stumped the maths world for decades?
But this is the other side of the same coin: teamwork. One person getting a thing made in twelve months vs a team of a hundred, you can scale up fast with money when you have a proof of concept, and an LLM can make a lot of proofs of a lot of concepts even in free accounts.
The actual hard part is getting it into idiomatic, safe rust, and I don't believe the LLM port makes the full transition any easier than doing things the old fashioned way: a dual lang code base like Linux.
Doesn't matter.
The vibe coded rust port did not get them any closer to full compiler verified memory safety. They still need to go file by file, bit by bit, and make it memory safe, at which point, why not just do that from zig.
I do agree that the port would've taken a lot longer without LLMs though.
After an aquisition earlier this year I got the task of doing an SAP-Integration for the new company, last time I did this 5 years ago it was a 6 month task, but with the experience and skills ive gained since I estimated it would be a 3 month project (with or without AI, most work is just logistics, AI cant help much there).
In those 3 months I was able to not only integrate SAP but also deliver a completely modernised user-facing software for that integration. While I could have written that software myself in a vacuum it would have never been worth it financially, since it would have delayed the launch of the integration by 6+ months. Building the software post-launch of the integration would have easily taken 2.5 years at minimum.
But this is also basically a "spherical cow in a vacuum" scenario, where I was essentially acting as a solo dev, in full operational control of the project, with deep domain knowledge of the topic and an allready fully set up codebase that I knew perfectly while working down ideas I've had in my backlog for 5+ years.
What you have said is correct, it lets you build software much faster. The question however is: is that software making money for the company? (Not talking about what you built but in general)
I think, with AI, companies are saying yes to a lot of things they would have said No to ik say 2020. And as a result realizing “just building it” is not the answer.
Previously your GTM team or Product team would say “If we ship some big project X, we unlock $Y in revenue” but now people are realizing that those projections were really more of a hope. So companies are spending so much more tokens and shipping so many more PRs based on hope but a lot of it just doesn’t turn into meaningful revenue, especially not in short term
This sort of system only works with internal software and an unusual amount of data. If we were in the business of selling that software we could not have charged a higher price for the new version over the old, the tweak could only be unlocked because we were able to control staff hiring and staff onboarding fully to make use of the new changes.
As part of the aquisition I got access to their previous codebase which was some sort of incomprehensible PHP monolith, with the persons who wrote that code long gone. Thanks to LLMs I was actually able to extract the core useful concepts (again, sufficiently deep domain knowledge that I knew exactly what to look for). Without LLMs i would have probably extracted the absolute minimum and let the rest rot.
There is no reason a dev of comparable skill and domain knowledge would not be able to do that for what I built here.
By that point it might no longer matter though, but I suspect that such code would have a lot more exposed edge cases than one where someone actually thought things through before coding.
So yes, many aspects of my job are now 10x as productive, but turns out that improves my overall throughput only very little.
Second, the Internet didn't show up much in GDP and similar measures either!
But your point stands. Where are the amazing digital products/stuff? I get that it might take time to arrive as we scale up compute and learn new paradigms. But so much infra already exists (deployment pipeliens, everyone reachable on a smartphone) that we should be seeing something.
I'm definitely seeing indie-sized games that appear to have had significant input from AI, though I'm not sure the balance between AI for coding and AI for assets. My experience attempting this directly suggests that the current level they work at can make very simple games as one-shots, but anything more than trivial will produce outputs only as good as the developer's combined willingness to put in effort tweaking things and taking it all one step at a time, and their taste about what "good" even is.
I'm using spare credits to build and improve an isochrone map renderer, which I otherwise wouldn't have had time for (apart from anything else, I'd have had to become skilled in JS+wasm, somewhat of a pivot from iOS). This also requires taking it all one step at a time, having UX and UI taste.
Having lived through GeoCities since before it was bought by Yahoo!, taste is… well. Most people make things that nobody else actually wants.
I've done amounts of refactoring and fixes and written tooling that just wouldn't have happened before.
I'm not sure what amazing new stuff y'all expect but the amount of technical debt in my projects is actually going down, cause I can finally get good enough test coverage, including E2E/load tests that actually prove whether the software works and scales or doesn't - just last week I diagnosed issues with SeaweedFS failing under concurrent writes when backing Sentry and could swap it out for Garage in a day, caught by a monitoring tool I slopped together that integrates with the Sentry API, no issues since.
The environment around me has gone from drowning in tech/ops debt to sort of swimming and at least holding above water for now (cause nobody will pay for 5x more tokens).
It's also insanely good for prototyping and being able to actually explore various ideas and shoot the bad ones down quickly instead of handwaving and looking at a loaded calendar, alongside being able to address well bounded tasks in parallel, better than human developers can - like I can give 5 GitHub issues to the slop machine and have it fix all of the annoying bugs. Issue with how some data shows up? Just feed it the DB dump and let it find out what's up.
Some projects have gone from around 500 code tests to around 4000, and before anyone says they're meaningless, at least 5% of those have caught real issues and helped a bunch, alongside linters and other tooling (including some tools I wrote myself). I've also written both native utilities and some web platforms for myself, side projects that I never would have gotten around to.
I'm measurably more productive than I've ever been (since I did measure that, looking at my commits over the last 2 years) but also burnt out. Still, it's the kind of burnout that's the consequence of context switching and lots of work, rather than the kind that I had years ago, where I had to manually untangle deeply nested Spring Boot service logic all over the place at like 2 AM cause the made up deadlines were kicking my butt.
In contrast to others, I don't need to move the goalposts - the productivity for me is here and now. Any future models will just make it better, unless we experience model collapse.
Disclaimer: you do need a LOT of code tests and validations, otherwise it all goes to shit. Maybe I'm just extending how much time it will be until it goes to shit for me as well, but go figure. You also have to babysit the models more than anyone would like or should, most of my work usually has 20-60 minutes of planning before dispatching the agent.
But I am just as amazed with how little real life consequence it seems to have! Even software houses were hit more by interest rates than by this magical revolution.
If I couldn't directly observe Fable in action, I wouldn't believe in AI.
What would produce huge "gains" (depends on who you ask) again is the automation of the myriad non-digital roles/companies, but good luck with that...
>> What's moving the goalposts? I am very much amazed at what Opus 4.8 can do. I push its code straight to prod.
>>> What's moving the goalposts? I am very much amazed at what Opus 4.6 can do. I push its code straight to prod.
>>>> What's moving the goalposts? I am very much amazed at what GPT5 can do. I push its code straight to prod.
>>>>>> What's moving the goalposts? I am very much amazed at what Opus 3.5 can do. I push its code straight to prod.
The way it changes the game is by lowering the cost of making radical bets so we end up trying more moonshots.
Or an example of MS - their main cost like most software companies are people, especially software devs, which are to be replaced by AI so on the surface they would greatly benefit from it. But their products are centered around helping out people do stuff on the computer. Why would you need that when the AI will do it better and faster directly operating on the data or using e.g. Python?
The last 30 years of tech has been about big, the dot com boom, the next unicorn, the magnificent 7 or 11 or whatever.
The thing is that the missing solutions people want have never been the one sized fits all multi Tennant we need 6 rounds of seed funding kinds of problems.
The "app boom" should have been a clue that smaller, niche services are viable.
IF tech were like construction, then most of HN, most of SF Bay Area, most of "tech" seems to be concerned with building the tallest building, or a massive housing development. Your average office worker is more akin to a home owner, who has a busted outlet, a sticky door, a dripping faucet, they just work around it because the resources to fix it (programers) are going to build the next big thing.
Those workers now have tools to address those problems, themselves.
I have lawyers and writers (far removed from tech) talking to me about cron jobs and scripts they are running that solve real problems for them. AI has allowed them to accomplish this.
These things arent showing up on GitHub. They dont make quarterly reports at a publicly traded company. The mountain(s) of change are happening by stacking grains of sand, not one solid rock.
A product still requires a lot of handholding and human thinking, at least if one does not want everyone even throwing a glance at it to immediately be repulsed by the usual AI slop tells.
> I'm an AI advocate but that question makes me feel that AI is simply "very useful" rather than being a historical game changer for humanity.
It absolutely already is a historical game changer on par with the Industrial Revolution when it comes to the amount of jobs destroyed and economies screwed up - and the impact will be even worse in 10+ years as existing seniors retire but no new seniors rise as AI has destroyed entry level career paths.
Which economies are already screwed up?
IMO it can’t ever be on par with the Industrial Revolution because AI can only really affect the information economy. Things people do with their hands/bodies have either already been automated or can’t be with current tech. If you’d asked people decades ago they might say no one will ever work in factories by 2026 because they’ll all be automated. It didn’t work out that way. I think AI will go the same way: absolutely game changing to some industries (of which software engineering will be one) but a great many will still survive with less dramatic changes.
If anything it might result in more focus on the human aspects. How many people out there earn their stripes putting together slide decks? In a world where an AI can put together the snazziest presentation you’ve ever seen in a heartbeat it’s going to matter more how you stand at the front of the room and present those slides than it does today.
Oh gosh, I can't imagine why that might be, could it be the history of screwing us over?
If you want to build trust, I have a simple suggestion that Anthropic or OpenAI could implement today, if they wanted, and it would make me trust them probably 1000x more than I do today. That change is quite simple: stop selling to governments and enterprise. If you really believe in this product, you can earn enough money from regular people, you don't need government money and you don't need to sell to those corporations we don't trust. Just sell it only to individuals directly and add in your TOS that no company can force employees to use your product, or you won't sell it to anyone who works there anymore. This would strongly signal that you don't want AI to concentrate power, since you won't sell it to concentrations of power. It would build a lot of trust.
Oh, you want to "cure cancer" instead? Of course you do. Why am I backing away slowly? Maybe because I'm pretty sure you're cooking up a way to screw me.
Law abiding US citizens won't be able to run them, but you didn't solve anything other than making sure US citizens pay Sam or Dario.
Make it "Apologies for linking to Amodei" and we're talking.
Or even for the HN crowd, when will we see e.g. "Mythos aided research discovers 10 new viable battery technologies"
Even worse, it has made a significant number of people's lives worse. Some major, like layoffs, some less major, like PC prices, some are just annoyed by AI slop.
And then Dario himself wouldn't stop yapping about white collar work being gone in X years...
Edit: Does anyone else notice the switching between dashes and em-dashes between paragraphs? Tells you a lot about the man, doesn't it.
That he doesn’t know how to use basic word processing, or even agent SKILLS.md or whatever it’s called now. Or maybe it’s just the next generation of vagueposting.
The CEO of Anthropic not using AI extensively would be news.
> Open-weights do help some with this but are nowhere near a sufficient solution
Which is exactly why Anthropic contributes nothing to, and actively pushes for roadblocks and regulations for open weight models. Can't allow any hope to the masses.
Only people with $$$$$ are allowed to touch Fable. Which of course we have have aggressive guardrails for in case you even try to use it for something dangerous like AI model developement. Plus we are going to retain all data submitted to it just in case someone is trying to be sneaky.
- frontier llm access means you are at an economic advantage
- a big risk of this is ongoing wealth concentration
- the "open weights" approach can't solve the problem of wealth and llm access being linked; you need compute too, and compute is expensive, thus "open weights" still favors the wealthy
- instead we need "objective and fair institutional processes", as this will allow small labs cook up their stuff while frontier labs get regulated
why would i care about what these smaller players do, if economic advantage = frontier model access? also, the reasoning around "why bother with open weights because compute is expensive too" seems like the kind of logic a motivated 12 year old could work their way around in 30 seconds. things are not either/or dario, you said so yourself.
seems like a 400 word corpo misdirection essay. par for the course.
> ...
> completely exempt any company below a certain amount of revenue or model training costs from being covered at all
One could argue that "Frontier AI" company know they have nothing to fear from company with less than XM$ revenue, and so their support for this type of regulation is still a way to force regulatory capture. In any case, whatever regulation you support, it's a regulation that you didn't have to handle when you were growing, but that incumbent will have to deal with.
Whatever it is Dario's intention or not does not matter. Capitalism push to consolidation and the eventual regulation that will need to be applied to mitigate the externality from a new industry, will mean that their will only be a handful of "very big" winner. Same story since the beginning of the industrial era. Even if that's not what Dario personally want, it's in the best interest of the shareholders, which will force Anthropic to do everything it can to be one of the big one.
> Overall my view is that AI is structurally a technology that tends to concentrate power, for reasons that have nothing to do with regulation (more to do with the extreme implications of the scaling laws).
The same can be said about a lot of other industry (aviation, oil, chip manufacturing, ...). Every country / union big enough will finance their own champion to try to keep a foot in the industry even if they are not the best.
To paraphrase Sinclair "It's difficult to make a man realize the issues with regulatory capture, if they're to be the benefactor of regulatory capture".
> A crude analogy is that the formal court system can sometimes feel stuffy and elitist, but it does a much better job of defending the rights of vulnerable individuals than the alternative, mob justice.
Not so sure. After all lack of the latter did help establish the current tech overlord rule.
Especially when said individuals are rich.
The tech execs waking up on a random monday:
> I think that ordinary people don’t trust companies, governments, or the tech industry and always suspect that we are cooking up some new way to screw them over.
No shit Dario, no shit...
this guy need to stop vibeposting nonsense.
The distillations of Qwen 3.8 down to a 27B model are good, but they're not on a par with frontier models.
When Dario talks about open weights not being a solution this is what he means - if you don't have 400GB of VRAM lying around the fact that there's an open model like Qwen3.8-2.4T-A95B doesn't really help much. If we're not regulating how models are available, or making sure access is open, then RAM prices will mean everything concentrates on a few very rich companies.
DeepSeek V4 Flash 0731 is 167 gigabytes from the developer and as a GGUF with no additional quantization. It limps along on my 192GB M2 Mac from several years ago [0]. This model tests better[1] than Claude Opus 4.6 released in February. That's six months ago - what will be available 6 months from now?
https://huggingface.co/deepseek-ai/DeepSeek-V4-Flash-0731/tr...
https://huggingface.co/unsloth/DeepSeek-V4-Flash-0731-GGUF
So yeah, enthusiasts aren't going to run frontier models on their gaming machines, but a small office could easily justify the $30k - $100k cost to run something like this at high speed. The small company I worked for routinely spent that kind of money on Dec Alphas twenty five years ago, and that's not accounting for inflation adjustment.
And this is completely discounting the advances smaller models are making. You're right that Qwen 3.8 comes in different sizes. However, Qwen 3.8 27B and Qwen 3.6 27B do run on gaming cards, and they're better than the frontier models from twelve months ago.
I have no idea what will happen in the future, but I wouldn't base my guesses solely on the largest open weight models.
[0] Yes, it's unpleasantly slow (5-8 tok/sec)
[1] Yes, benchmarks should be taken with a lot of salt.
Does it have to be? There are plenty of coding tasks, where it's good enough.
However, if you're having a discussion about access to frontier models, and using Qwen 3.8 as an example of how open weights is a solution, then you should be honest and accurate about what you're talking about. Making an argument like "People can run Qwen 3.8 at home. That shows open weights are great." is a bit disingenuous if you're not also making it clear that you're not talking about Qwen 3.8 Max (or that you have a beast of a PC at home :D ).
I suppose the road to technical hell is paved with marketers and grifters. :)
[1]: https://ollama.com/library/deepseek-r1:1.5b [2]: https://huggingface.co/deepseek-ai/DeepSeek-R1-Distill-Qwen-...
Exactly. There are common coding tasks that these models can adequately do. They are absolute trash for anything that isn't coding. And even with coding, they are so, so far behind frontier models.
I guess it’ll be great for Anthropic to have the cure for cancer, but what’s that gonna mean for people with cancer? Funny how he doesn’t talk about that part.
It is so tragicomic to see people whose lives are built around companies coming so close to realizing that everything they do is bad, and then at the last minute swerving aside to convince themselves that no, if they just do more of it and somehow do it "better", then it will all be okay. The reason people don't trust companies and believe they are cooking up some new way to screw them over is because that is what they are doing. If Dario or anyone else really wanted to dispel that perception there's an easy way: do a total 180 and start fighting against everything you've been pushing. But none of them will do that because they still fundamentally believe that what they are doing is good, and are unable to see that fundamentally it's bad.
if claude still can’t yet write and refactor coherent code (on its own, replacing software engs, just like he said last year), why would we expect it to… fucking cure cancer?
Dario is always deeply worried.
I read somewhere he is the Woody Allen of AI.
Nothing beats the hubris of the Silicon Valley CEOs and self proclaimed “elite”. I’m missing people calling out “we are better than that”… NOT
If only money thirsty capitals didn’t drain the HBM/DRAM/NAND capacity to rush to build out all the data centers so that they can make money off of inference, driving up memory prices like mad man leaving consumers with not only no chance of local inference setup, but also higher price of consumer electronics. Of course it has nothing to do with regulation, more to do with the greed.
I hope they have better sandboxes in their biology lab than they did in their cyber security lab.
More seriously, these sociopaths will soon release lab-made viruses into the world to prove AI's capability and to force governments into regulation of open models. It should be obvious by now that with their savior complex, the goals (cure cancer, AI safety, save humanity) justify any means.
Why does this need a master?
Do we regulate bio geniuses for the danger they pose? No, we do not.
Do we regulate other tools like hammers and drills? No. Books? No.
Basically he is probably a nice guy and well meaning from his point of view. But, now that they hold a huge power to impact "on demand" AI usage and regulation, and they are kind of the tip of a monopoly on advanced AI, they will see themselves as more important than anyone else, and with the moral duty to impose their view on everyone that hasn't the worth as them.
Just imagine if the company was still a small outsider, their official point of view would probably be a lot different. Especially with something like "regulation is a barrier to entry"...
"Cami Clark, the low-profile wife of Anthropic CEO Dario Amodei, tried to court Jeffrey Epstein as an investor for her “luxury porn company” and women’s health startup, the Wall Street Journal and emails in the Epstein files reveal, as the Journal’s reporting raises new questions about Clark’s influence over her powerful husband and his company."
What a slimy couple.
He's clearly focusing on being on the news to provoke emotions on people, preparing for the Anthropic big blockbuster IPO.
Dario, Sam Altman and others should instead be praying every night that this will take us to the Singularity VERY SOON, because if it doesn't, the entire country will blame them for absolutely destroying their retirement and the US' economy once this AI Datacenter bubble pops.
That's putting it mildly, very mildly. The guy all but wrecked the entire world's DRAM supply chain by using negotiation tactics that, if there were any semblance of regulatory authority left in the US, would lead to criminal charges for market manipulation.
Arrest Sam Altman, he is one of the most dangerous people on the planet. Not a single shred of respect for the 99% and the consequences his actions have on them. (And similar things apply to the other controversial figure you mentioned, Elon Musk actively enjoys hurting people by the looks of it.)
Or are we still doing the lawfare strat since you can’t get any meaningful lead on Chinese models?
How about the involvement in the Iran bombing that killed 160, out of which 120 were kids?
Forgive me if Anthropic doesn’t really rhyme with trust over here.