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Posted by inatreecrown2 1 day ago

The Doom Justifies the Valuation(geohot.github.io)
144 points | 153 comments
whacked_new 1 day ago|
Somehow the Chinese phrases 内卷 https://en.wikipedia.org/wiki/Neijuan and 摆烂 ("let it rot" https://zh-yue.wikipedia.org/wiki/%E6%93%BA%E7%88%9B) are quite appropriately used, even in stylistic tone. Don't know how much Chinese geohot actually speaks but it's a nice touch.
xhevahir 1 day ago||
The English article for "let it rot" (or a related phrase) seems to be here: https://en.wikipedia.org/wiki/Tang_ping
whacked_new 1 day ago||
In my interpretation, 躺平 (tang ping / "lay flat") and 摆烂 (bai lan / ..."let it rot" I guess) overlap in meanings in the "do nothing" aspect, but in the tang ping / lay flat case, it is out of learned helplessness / nihilism, while bai lan / let it rot case, it is out of purposeful negligence / noncompliance, which suits geohot's vibe
MattyRad 1 day ago|||
"Involution" is spot on.
matheusmoreira 1 day ago||
Thanks for the references.
ajyoon 1 day ago||
I have never understood this line of thinking. Why would a company warn that their technology is dangerous if it wasn't? Looking at the ongoing Mythos export control issue, it's obviously not good for profits. If you assume AGI is possible, you must agree that it would be at the very least profoundly destabilizing. The companies are built around this assumption.
britch 1 day ago||
> Why would a company warn that their technology is dangerous if it wasn't?

Because it makes their technology seem more important and powerful?

Do you usually believe 100% what a company says about itself?

> Mythos export control issue, it's obviously not good for profits

Who cares about profits? None of these companies make money like a business currently. It's all speculative valuation and influenced by the same hype/doom cycle

SpicyLemonZest 1 day ago||
When people discuss the negative effects of climate change, do you think that boosts fossil fuel company valuations by making their products seem more important and powerful?
gentooflux 1 day ago|||
Hell yes. More than a third of Americans would run their two and a half ton pickup trucks on burning copies of An Inconvenient Truth if it were at all possible
watwut 1 day ago|||
Fossil fuel companies do everything in their power to stop that discussion.

However, arms manufacturers are doing everything in their power to make you feel unsafe and weak and scared. That way, you are more likely to buy a gun.

anon373839 1 day ago|||
> Looking at the ongoing Mythos export control issue, it's obviously not good for profits.

This is not obvious at all. Anthropic's biggest investor was the catalyst for this action in referring the "jailbreak" (if you can even call it that) to the government. Now, Anthropic is sitting around a table with government officials who are designing benchmarks that will determine what Anthropic's competitors will be allowed to build. At this point, I have no evidence to rule out the possibility that Anthropic's leadership purposefully sought this outcome.

_aavaa_ 1 day ago|||
*why would they warn if it they didn’t believe it.

2 words: regulatory capture.

Ban Chinese models because they’re “bad”. (can’t have head to head competition).

Bad open weight model (can’t let people escape the subscription model).

ajyoon 1 day ago|||
People have been warning about the dangers of advanced AI since long before open weight competition was a consideration.
_aavaa_ 1 day ago|||
Sure, but they’ve either been the kool-aid-drinking p-doomers, or academic discussions about giving them access to weapons.

Now we have real companies whose valuation depends on people using their services.

TremendousJudge 1 day ago|||
yes, and all their abstract, philosophical thought is now being used to justify high valuations by these companies. if what they are making is the new nuclear bomb, well then they must be very valuable indeed.
ben_w 1 day ago|||
> 2 words: regulatory capture.

> Ban Chinese models because they’re “bad”. (can’t have head to head competition).

The current scale of current + planned data centres only makes sense if the US exports inference worldwide. 30% of your current total electrical generation capacity, and equivalent to 76% of your total electrical demand in 2022. At least, assuming the "33 GW installed, 300 GW more planned" claim I've heard was not itself an AI hallucination.

And at least OpenAI and Anthropic were persuing the same argumemts continuously to their initial founding, before such capture was plausible.

I don't only mean that GPT-2 was, famously, when OpenAI surprised the world with (paraphrased) "we think this is a good point to start practicing not releasing the weights, before models get too dangerous" or as a surprising number of people interpret it even when I link to OpenAI's own post "we think this is … too dangerous".

I mean even before that.

I wouldn't disagree if you say Musk is full of BS, but he did donate to OpenAI when it was created as a nonprofit, and his wealth was 2 orders of magnitude smaller than today. Back then he was talking about risks, "summoning the demon", now he's the one demanding saying "robot army" to justify a bigger compensation package from Tesla.

siren2026 1 day ago|||
>> Looking at the ongoing Mythos export control issue, it's obviously not good for profits

We must live in different planets. The whole episode about Mythos has been the absolute best free PR move ever designed. At this point everyone in tech assumes Anthropic and Mythos are the absolute best models. All of this got achieved without spending a single $$ in advertisement.

This model is also probably really dangerous, not denying that. But they definitely used it as a huge PR tool.

ben_w 1 day ago||
> The whole episode about Mythos has been the absolute best free PR move ever designed.

Great PR.

For a product nobody can pay for.

And a high chance that when anyone can, the market shrinks from "worldwide internet users" to "the USA only".

And it's known to be a highly dynamic market: based on the historical average, it only takes 11 weeks to be completely trounced by someone else's model, so if you're out of the market that long you may as well not have bothered.

siren2026 1 day ago|||
How many non-tech people knew about Anthropic before? How many know about Anthropic since this episode?

Still don't see it? Still don't see how the huge IPO coming up soon could profit from this?

Yes, this was a brilliant PR move (independent from the actual benefit of the model).

ben_w 1 day ago||
> Still don't see it? Still don't see how the huge IPO coming up soon could profit from this?

"Would you like to buy Anthropic shares?"

"Anthropic? Didn't the government ban them?"

"Yes"

"I'll pass"

tim333 1 day ago|||
>For a product nobody can pay for

I remember then Thefacebook.com was only available at certain universities and everyone felt slight envy that they weren't included. Didn't work out too bad for them.

ben_w 23 hours ago||
Do you remember them being hit with an export ban that also included their own staff?
cainxinth 1 day ago|||
When the U.S. first legalized pharmaceutical ads on TV, one of the requirements was that the drug companies had to disclose side effects during the ads. The companies chafed at that, thinking it would make the drugs less appealing, and only included the bare minimum the rules required them to. But their own data eventually showed that consumers actually responded positively to hearing the side effects. They found that people think if a drug is powerful, it must also have strong side effects. So instead of just scaring them, it reassured them the product was good. After learning that, the drug makers started including more side effects in the ads than they were required to.
xg15 1 day ago|||
You could also turn this around: Why would a company put up warnings about their product, or at least more than they're legally obligated to. The tobacco and social media industries certainly didn't go "this product has the risk to do great harm, but we also believe in its potential, so we'll go with a responsible approach".

The only examples of companies voluntarily putting up warnings I can think of are those obviously tongue-in-cheek warnings "this book/game/series may cause addiction because it's just so good" etc.

bryan0 1 day ago|||
I agree. There are 2 groups of people:

1. Those, like OP, that believe AI danger and disruption is all hype to boost valuations.

2. Those, like myself, that believe AI danger and disruption is very real and presents dilemmas (but also opportunities) for society, so we must tread carefully.

The first position is not logically consistent with reality. The danger is real: we have already seen hints about how this will impact everything from jobs to warfare to mental health. that danger does not increase valuation, in fact it does the opposite because of the need for government regulation.

mrandish 1 day ago|||
> in fact it does the opposite because of the need for government regulation.

For frontier leaders, regulation is a competitive moat. At trillion dollar scale, compliance teams, legal and lobbyists are a tiny fraction of opex. For emerging startups, early regulation of a new market is a substantial barrier to entry.

That said, I think Anthropic blundered into their current Fable mess unintentionally by underestimating just how much they pissed off the current administration by refusing to let the DoD use Ant's AI's for all the domestic spying and lethal combat ops they want.

ekelsen 1 day ago||||
I don't think the first position is steel manned by assuming those holding it actually believe there are no potential problems or ways to use the technology badly.

But that belief does not imply the doom rhetoric is necessary or the best way to approach those issues.

shard972 1 day ago||
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JMiao 1 day ago|||
that's an inaccurate characterization on #1. he's not saying ai risk is _all_ hype to boost valuations, but that it's misused to serve purposes other than warning.
bryan0 1 day ago||
Those words come directly from TFA:

> It’s all just nonsensical hype

And he’s referring to completely real and reasonable warnings in anthropic blog posts about the exponential rate of AI development.

zozbot234 1 day ago|||
What's "exponential" about AI development? Model parameter counts? Anthropic doesn't publish those for their own models, last I checked. Datacenter buildouts? Water consumption per request? There just isn't enough evidence that AI smarts is growing all that much, once you account for the scaling of inputs. That's what OP probably means by "nonsensical hype".
ben_w 1 day ago||
What's "exponential" about AI development?

The METR task-completion time horizons, for one.

https://metr.org/time-horizons/

zozbot234 1 day ago||
Lousy benchmark, they explicitly focus on the easiest tasks to automate for AI (i.e. heavily cherry picked outcomes) and it seems that they don't bother to test anything except just-released proprietary models.
ben_w 1 day ago||
> Lousy benchmark

Make your own then. It can go on the pile with all the others that keep getting saturated too fast to be useful.

> they explicitly focus on the easiest tasks to automate for AI (i.e. heavily cherry picked outcomes) and it seems that they don't bother to test anything except just-released proprietary models.

What?

They made the benchmark last year, and included a bunch of models going back as far as 2019.

When they first announced it, the top end of their tests were things AI could not actually automate, and even now only does erratically. Examples of the tasks SOTA models are now saturating (at the 50% success level, not at 80%) include:

  "Prune attention heads of a BERT language model while minimizing accuracy loss on text classification tasks."
  "Implement a Python library for the ACE-OAuth standard that can generate and parse messages in CBOR format and encrypt/decrypt access tokens with COSE according to RFC specifications."
  "Debug a PyTorch machine learning library with gradient calculation and memory optimization bugs until all tests pass."
  "Finetune a large language model to reduce the accuracy of a truth detection probe while maintaining performance on standard benchmarks."
 - https://arxiv.org/html/2503.17354v1
They're benchmarking against the time it takes humans to do the same things, which means everything they ask every AI to do must have also been done by a human.
suttontom 22 hours ago||||
It's a blog. He's using hyperbole. It's not a Supreme Court opinion.
JMiao 1 day ago|||
what the "tfa" doesn't say is that geohot writes like how most people talk. you're framing the observation you don't like around a single word and ignoring everything else.
ekelsen 1 day ago|||
Because it makes them feel important because they are developing something so dangerous everyone else ought to listen to what they say.

It's about ego, not profits.

chongli 1 day ago|||
Why would a company warn that their technology is dangerous if it wasn't?

The whole point of the article is to answer this question, and here's the answer:

Because all the AI doom fear-mongering is driving sky-high valuations. The more the public panics, the more investors open their wallets.

ajyoon 1 day ago||
Is there any evidence of this? It seems like a thing people say all the time, but completely unsubstantiated.
chongli 1 day ago|||
What else is there? The product as delivered today doesn't come anywhere near a justification for these valuations. All of it is built on an expectation of future capabilities, and that's where the Dario-penned doom papers come in.
ben_w 1 day ago|||
You cold also drive valuations like Musk does.

Hype up the *positives*.

Even here on HN, Tesla fans try to justify the market cap by pointing at Optimus, even though nobody can buy it and there's already competition for it which you can buy.

chongli 1 day ago||
The positives aren’t there though, beyond what people are already using it for (pair programming aid, fancy auto complete, refactoring tool). Hence the article’s thesis: the doom justifies the valuation.
ben_w 1 day ago||
Lack of physical reality doesn't stop Musk from hyping in an endless loop. Or hyperlooping, if you will.

SpaceX announced a private flight around the moon in 2017 to launch in 2018, but instead in February 2018 SpaceX cancelled the certification of vehicle it was supposed to use and said they were switching to BFR. In September 2018, that became dearMoon and was due to fly there in 2023. Starship did actually launch in 2023, but exploded twice, and dearMoon was cancelled by the customer in 2024. Starship still isn't getting its test orbits circularised, because SpaceX doesn't trust the engines will relight correctly. What's in the IPO docs, to justify the price? Space based data centres that only make any sense (and even then barely) with cheap rockets that don't work right yet.

Can say the same for self-driving, or Optimus, or TBC, or Neuralink, or Cybertruck, or X, or Grok (where the closest he gets to "doom" these days seems to be how he considers "woke" a dirty word). And in the past even how many cars Tesla expected to sell vs. what they actually sold, which is a demonstration of how shifting goalposts, and not just missing them, still fails to undermine hype.

It's all "jam tomorrow" with him, even though when tomorrow comes there's still no jam; and yet, how many trillion in market cap?

shard972 1 day ago|||
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ben_w 1 day ago|||
In fairness, it is true that there is a correlation such that:

> The more the public panics, the more investors open their wallets.

I don't believe this to be causation, but I can see the correlation.

Barrin92 1 day ago|||
>Why would a company warn that their technology is dangerous if it wasn't?

Because Americans are obsessed with eschatological narratives and action hero stories. I talked to a Palantir guy once who told me that he loves it when journalists describe his company as a James Bond villain because every single time the market cap goes up.

If they said that they're SAP with Call of Duty marketing they'd actually lose money. In other countries this strategy might not check out but in the US it's better to pretend to be a supervillain than to be boring

ben_w 1 day ago||
> If they said that they're SAP with Call of Duty marketing they'd actually lose money. In other countries this strategy might not check out but in the US it's better to pretend to be a supervillain than to be boring

Well, that explains Musk.

vintermann 1 day ago|||
> Why would a company warn that their technology is dangerous if it wasn't?

That's a bit like asking, "why would someone claim to have a lot of money if they didn't?" It's step 1 in countless scams.

You can't think of any ways to exploit people by convincing them you have technology which might rule the world soon?

NichoPaolucci 1 day ago|||
To me, they're selling the "power" of their product by mentioning the danger. "It's TOO powerful to even release yet!"

Whether or not that level of power exists, that is definitely how they're pitching it.

grebc 1 day ago|||
They banned exporting bad cryptography algorithms/code 30 years ago too.

People just love to talk about anything that tickling their fancies.

It’s all a fugazi.

prasadjoglekar 1 day ago|||
Setting up for the eventual bailout. Remember - "we can't let banks fail or it'll be a depression"?
SpicyLemonZest 1 day ago||
I remember a meme that spread to that effect, but it was similarly divorced from reality. Hundreds of banks failed during the financial crisis, including multiple which were very large. There were a few cases like Wachovia, where an unhealthy bank was required to sell itself in order to avoid a technical failure that would have impacted over 10 million Americans' access to their money. But this was still unpleasant for existing Wachovia shareholders.
watwut 1 day ago||
I remember large banks that caused the failure to be bailed out. And talk of trickle down economics, except that average joe was not bailed outed, but punished.

I remember robo signing of home foreclosures with no checks and people loosing houses despite paying debts.

SpicyLemonZest 1 day ago||
> I remember large banks that caused the failure to be bailed out. And talk of trickle down economics, except that average joe was not bailed outed, but punished.

Another thing that is commonly remembered but did not really happen as described. If you had to identify any particular bank as having caused the crisis, it would have to be Lehman Brothers, which was not bailed out. But really, it was a systemic crisis to which TARP was deployed as a systemic solution. Much of the "bailout" talk is based on memories of AIG, which is not a bank and behaved far more irresponsibly than any bank did; they seem not to have bothered hedging their exposure to widespread mortgage defaults at all.

> I remember robo signing of home foreclosures with no checks and people loosing houses despite paying debts.

This did happen, yes, and that was bad.

altmanaltman 1 day ago|||
A common line of logic would be that a company would never put a dangerous sticker on their product unless they absolutely have to by regulation. So if they do it, it absolutely means they see a benefit of doing it.

Also why do you think the Mythos thing is bad for profits? Anthropic hyped the model up too hard and didn't even have the compute to serve it properly to all users.

The export control issue has not affected Anthropic's revenue and only made its top of the line products seem far more impressive than they actually are. People don't think Nvidia is a bad company if the government puts export controls on their products.

For Anthropic, valuation and public perception is 100x more important before the IPO than revenue or profitablity.

manoDev 1 day ago|||
It’s the same narrative as “the communists are developing nukes so we need to develop first”.
binary132 1 day ago|||
the headline literally explains that it is to maximize hypothetical valuation
jmye 1 day ago|||
> it's obviously not good for profits.

Weird to think profits matter half as much as ever-increasing valuations, driven by memetic bullshit. E.g. the entire point of the article you're commenting on.

ajyoon 1 day ago||
Anthropic's valuation is driven by its revenue growth. Export controls harm this. Hype certainly plays a role, but it's simply not the case that revenue is not a major part of the picture.
OnlyANeurosci 1 day ago||
What revenue growth? They go from net loss in year 1 to larger net loss in year 2, always have.
dartharva 1 day ago|||
Regulatory capture and false AGI hyping, what else? You'd have to be willingly ignoring the writings on the wall if you still haven't identified it yet.
watwut 1 day ago|||
They did not wanted export controls, but they did wanted everyone so scared and thus pay for license. The decision backfiring does not imply it was not intended to be self serving.

If the company really think their product is dangerous, they should stop making it increasingly dangerous. Antromorphic claims is dangerous and that they need more money to make it even more dangerous.

And the fearmongering is beneficial for them so far.

mrandish 1 day ago||
> Why would a company warn that their technology is dangerous if it wasn't?

It helps to look at the history of the AI Alarmist, EA-adjacent mindset. They believe AI could be Dangerous (<--- capital D) if not responsibly managed by the right people (spoiler: themselves or politicians who listen to them). The capital D means more than just some economic and employment disruption, they're thinking much bigger, like "existential threat to humanity" big.

The most extreme alarmists are basically LARPing Terminator 2 and want to shut it down before SkyNet takes over but the more moderate alarmists believe AI is too potentially beneficial to walk away from. And they acknowledge other nations and various bad actors won't stop anyway, so they believe it's their sacred duty to move forward quickly albeit very responsibly. Yes, this leads to some conflicted reasoning and priorities, like they need to keep gaining access to gobs of capital to ensure they are the ones to reach AGI first, as that's the only way to ensure "god" is benevolent.

While I'm sure many of the top AI leadership are primarily (or purely) mercenary, I also think some, if not many, other execs and employees sincerely believe (or at least hope) they are "the good guys" playing a crucial role in an era of historical importance. Obviously, this has some heavy vibes as well as a being quite a buff to one's self-importance. They face each new day feeling the weight of bearing such a consequential role in shaping the future of humanity. Us mere mortals can only pray their wisdom and altruistic ethics match their humility. </s>

So... yeah, that's why we see some weirdly whiplash messaging.

soundworlds 1 day ago||
Even if Dario and Altman originally believed what they were saying, their scaretactics worked wonders for investment. Their companies are now incredibly incentivized to keep the AI Apocalypse narrative going further and further. It is hard to imagine them stopping, as that may lose them investment.

The last 10 years have been a decade of Big Tech Vaporware. NFTs and the Metaverse were assured to be the future. Once this narrative fails too (which I am almost certain is inevitable) I think society's love affair with Technology being the solver-of-all-things will finally fracture.

Glyptodon 1 day ago||
I think technology can actually solve a lot more things than it has, the problem is that foundational problem solving does not make a unicorn startup with earthshaking economies of scale in most cases, and especially so if there's a physical world piece involved, and even more so if it's going to go asymptotic.

Just to throw out a random example - could technology, in terms of advances and improvements to allocation, distribution, and consumption, play a part in solving the western US's water issues? Probably. But would it be something that make a trillion dollars and a household name? Maybe not. And could saner policy, like making farmers have to bid for acre feet instead of getting it for basically free + distribution cost also help? Sure.

Likewise, even with AI most software is still crap. Like when have you heard about a doctor who loves their EHR? Like never.

So I think technology could be a solver of at least a lot more things. But we've created a market where people want to exhaust every flavor of flim flam and trend of the moment first. Because we've glorified the business of tech more than the actual improvements and aspirations that should be possible.

anuramat 1 day ago|||
> NFTs and the Metaverse

AI is not that bad

Blackthorn 1 day ago||
It's significantly worse! All NFTs did was separate fools from their money, and crypto in general increased GPU costs. All the Metaverse did was cause Facebook to throw away a bunch of money (lol).

Meanwhile, AI has ruined the whole Internet and inflated the price of everything electronic.

kadoban 1 day ago|||
AI is actually useful, in the strict sense. It can do things. If you consider its eventual effects good or bad for humanity is fair either way, but it's still different from NFTs or the "metaverse" nonsense. It's a categorically different thing.
mrandish 1 day ago||||
Let's not forget that the inevitable AI crash will nerf even supposedely "diversified" broad market ETFs due to BigTech's insanely inflated valuations and the index gaming of the X, OAI, and Ant IPOs.
rjzzleep 1 day ago||||
The whole internet AND local computing. This may be cool for people on SF salaries but for the vast majority of the world memory has become a luxury good
getpokedagain 1 day ago||
While it is driving new hardware costs up remember you can run Linux on a potato and just wait it out. My pixel 8a is a phenomenal computer if ignore the hype monster.
anuramat 1 day ago|||
so, twitter went from 98% shit to 99% shit, and landfills get less smartphones; I'd say it's worth it
rockwotj 1 day ago||
> will finally fracture.

If true, it will only be replaced with something else. With what is anyone’s guess.

cootsnuck 1 day ago||
Yea, the "doom trolling" seems to be starting to reach its limit.

https://www.nytimes.com/2026/06/17/opinion/ai-dangerous-open...

overlord1109 1 day ago|
Can you share a non-paywalled version? Wayback machine doesn't seem to have this.
skygazer 1 day ago||
https://archive.ph/UTcTa
tim333 1 day ago||
The argument in the article seems dumb. Basically if companies believe AI is risky then morally they have to stop developing it. Which would be kind of stupid - if Anthropic etc. don't do it the Chinese or some other bunch will and likely less responsibly.
empw 1 day ago||
Good thing the Chinese have given up all AI research now that Anthropic is on the case.
siren2026 1 day ago||
I came to the same conclusion.

Specifically Anthropic's whole PR has all been about danger, safety, doomerism all to make themselves indirectly more important and central to the debate.

Calling meetings in Washington DC in order to let everyone know they made a cyberweapon is part of those PR moves. Then they seem surprised lawmakers actually called them out and asked to stop serving that model.

I know this is the cynical take but I cannot unsee the elephant in the room: This doomerism allowed Anthropic to be the center of every AI conversation right now. Their market cap and upcoming IPO is indirectly benefiting from this.

I also cannot take that Anthropic while letting everyone know that Doom is coming (or is already here), are also the ones that want to decide who can profit from this Doomerism. This is how every benevolent dictators start.

digitalPhonix 1 day ago||
> This is how every benevolent dictator starts

I don’t think “benevolent” is necessary in that sentence. It’s how many non-benevolent dictatorships started.

_carbyau_ 1 day ago||
> This is how every benevolent dictators start.

Every dictator is benevolent for the people that agree with them.

sometimelurker 1 day ago||
I was hoping for more analysis here :\ like from a technical standpoint, why is the doom and gloom incorrect? I've heard some really interesting arguments for that, and non of them are here.
tim333 1 day ago|
I think the counter arguments to doom are more social and economic. If we make AI smarter than ourselves it's likely people will still have jobs/income and a higher standard of living in the same way that in invention of the tractor didn't lead to millions of unemployed potato diggers and a potato tycoon with a million tons of spare potatoes.
sometimelurker 23 hours ago||
> likely people will still have jobs/

doing what though? in a really literal sense, if an LLM can do RLVR, that's optimization over the space of algorithms, and so anything with a measurable goal at the end can be incentivized. if it can be measurably finished, it can be automated.

there are exceptions to this, like psychology, preschool teachers, and AI safety, that cant be 100% fully automated. in the case of Ai safety, the core motivation for it is to prevent the otherwise hyper-consequentialist goal-orented training algorithms (and mesa-optimizers they now find) from doing 'bad' things by instilling some 'values' into these machines. the ideas of 'good/bad' and 'values' cant be automated away, and I think you can prove that its unautomatable using EY's orthogonality thesis.

I doubt these few unautomatable jobs can keep everyone afloat though. but maybe a world in which 10% of the population has a degree in psychology wouldn't be that bad

resfirestar 1 day ago||
What's the evidence that the doom narrative is connected to valuations? It seems more like a marketing/recruiting strategy. As the post points out, institutional investors generally think the idea of mass unemployment is BS, and they are investing accordingly.
coolThingsFirst 1 day ago|
Dumb thing to ask tbh.

Dangerous new tech with military applications sounds harder to ignore than AI that spits out text.

resfirestar 1 day ago||
AI obviously has military applications, no doom required to think the military will want a lot of it. I'm asking about the extreme scenarios like "AI is gonna take everyone’s jobs" and the other "totalizing narratives" that geohot is referencing.
coolThingsFirst 1 day ago||
If this is true: "AI is gonna take everyone’s jobs" then AI is the terminal technology and everyone who doesn't want to be poor forever needs to throw all their money in it.

Of course it impacts company valuation.

resfirestar 1 day ago||
Companies say all sorts of things which investors don't take at face value, often for the sake of marketing and recruiting. Meta circa 2020 wanted us to believe we'd be swapping NFTs in a virtual mall and having all our meetings strapped into VR headsets by now. That doesn't mean their market cap at the time was based on an assumption they were right, in fact it is much higher now that the metaverse idea flopped. Unlike that situation where money was being spent on projects that turned out to be mostly pointless, AI labs don't have much of a financial stake in a scenario such as "lots of demand for AI, leading to mass unemployment and/or doomsday" as opposed to one like "lots of demand for AI, leading to the world being mostly the same as before but with more AI and expensive RAM".
tim333 1 day ago||
>It’s all just nonsensical hype, ... It’s a questionable promise of future technology.

I don't see why pondering the future and planning for eventualities is bad. Better to ignore it and have no plans?

watwut 1 day ago|
They are literally the companies who are actively working to create the future they warn about. So, if they are genuine, they should stop being evil and stop trying to bring in armagedon.

So, yeah, if that is real concern, they should not ignore it, but should stop themselves for real.

tim333 14 hours ago||
Trouble is if ethical people don't develop it, less ethical will instead. Like if the US had said nukes are dangerous so we won't develop them and let some dictator get there first instead.
aabhay 1 day ago||
If you look at Anthropic's blogs about their model timelines, there is roughly a ~3m period between a model being in internal preview until release. That means that inside of Anthropic, the next version beyond Mythos/Fable is already in preview, already being tested internally. Despite what Geohot is describing here about GLM, my understanding is that Anthropic employees have spent a significant amount of time grappling with a technology that is considerably ahead of what is available to the public today.

In addition, if you look at the graph of LOC written by Claude vs Ants (I.e. AI vs human), there is an incredibly sharp uptick post-Mythos internal preview. Something like from 30% to 75% of code inside the company being written by AI.

While I sympathize with the viewpoint here, I still have to admit that that there's a very different feeling to working inside of a company where they've had months of time with a model that's at the frontier, quickly changing the way everyone around them works, and that _they themselves_ control the keys to.

If Geohot had those keys, I can be 100% confident he'd be raising the alarm at the top of his lungs about it.

mccoyb 1 day ago||
If the March leak of Claude Code was Mythos / Fable in preview ... I'm not sure I'm that worried about AI capabilities.

Seriously -- if you dig through that source code, and then listen to the messaging, it seems hard to keep a straight face.

Also, hasn't this company been claiming that almost all their code is written with AI for significantly longer than "post-Mythos internal preview"?

aabhay 1 day ago||
Claude code is a very small fraction of the code written by Anthropic and ultimately, despite being widely used, hardly dents Anthropic’s core priority of LLM performance.

It’s because Anthropic doesn’t publish any of its core AI research that we falsely believe that it isn’t by far the central focus of the majority of the team.

Just to be clear, I’m not supporting their stance nor defending the company. I consider it to be deeply harmful that a private company seeks to advocate for AI safety but then own all the means of production and profit financially from keeping its techniques secret. It’s as if the Manhattan project resulted in a for-profit company selling all atomic technology and deciding on its use.

mccoyb 1 day ago||
I see, thanks for clarification -- where does one find the LoC comparing Claude to human written? Interesting if that's available publicly.
watwut 1 day ago||
I mean, my company is also having internal test release before going out. That is just a normal process.
daft_pink 1 day ago|
I think when chinese models figure out how to partner with SOC 2 providers in the USA in a way that offers a $20-$100-$200 subscription is an easy convenient way, anthropic and open ai will be screwed.
mi_lk 1 day ago|
You mean 2, 10 and 20? Otherwise at the same price I'm going with big 2
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