cofounder, ceo https://xitter.cf/t.co/cJvgFO3ZMV | phil, econ @uchicago

Miami, Fl / Chicago, Il
Joined June 2022
Max Ruskowski retweeted
VC investors have enabled the AI industry to bastardize revenue reporting. In the 2010s, SaaS companies popularized reporting the metric of Annual Run Rate because it was a reliable measure of long term, contractual revenues into the future. The key is that the revenues are contracted and guaranteed thru the contract life hence why forecasting it forward is appropriate. VCs have taken this to mean Annualized Run Rate when AI is concerned and where you take transactional/API revenue from the last month (or even last week in some cases) and forecast it forward. It’s insane that investors have enabled this to happen but it’s happened.
104
69
22
805
133,412
Max Ruskowski retweeted
I’ve said it once and will say it again; compute superiority is not actual superiority. AGI is not something to be concerned about, despite how much the drama queens of today fear-monger about it (which is just their marketing, anyways). AGI comes about because we’ve captured some notable portion of the process of human thought in a mathematical equation, then trained and fueled that mathematical equation with so much compute we manufacture something akin to a semi-human under the influence of the most powerful amphetamines imaginable. And even if that already sounds concerning to you, LLMs are so far from representing any actually significant portion of human epistemology, and operate with such kludgy bloat, that the molehill is more like an anthill. LLMs basically model the human faculty of linguistically-guided intuition, able to “outperform” us only on purely computational grounds. Think of it this way: if I played against Stockfish (the world’s best chess AI), given enough time to calculate all the needed branches of the game tree, I could reach a similar level of performance, and maybe beat it. The framework Stockfish uses to calculate chess moves is perfectly accessible to me — the only advantage it has is the higher efficiency and energy of the computer in which it’s stored. Given our advances in neural programming, and drugs, I’m not concerned about humanity’s chances here — our biological compute capacity is only increasing. And even then, we seem to be good at getting compute-superior entities under our control without matching their compute capacity directly (nature is the big example here). There is one case where I am concerned, though: architectural superiority. This is not a compute advantage, but a foundational structural advantage. This is unique and unachievable/incomprehensible ability not in the amount of computation, but in the way computation itself occurs. Think of epistemological architecture as the mark of distinction between species — I’d argue humans have architectural superiority to worms; humans can think in ways fundamentally different and fundamentally superior to worms, and the advantage is crushing. If somehow an AI achieves this particular kind of superiority, meaning it is no longer a model of human intelligence, and perhaps could be called a different species, then our safety could be under question. Yes, we have tamed the mammoth or the ape, but that is humanity overcoming computational superiority, not architectural superiority. An AI with the latter advantage would be unimaginably, able to think in ways procedurally and topologically superior to ours. A computationally superior AI could spend a lot of energy and time describing a cube; an architecturally superior AI could fully and deeply comprehend the fourth dimension. My only wondering is if we should be worried about architectural superiority at all: can we even bring something like it about? Could we even realize it existed? My intuition is that recursion provides the most viable path to architectural superiority. But even if we try to create it by recursive processes, is the initiation and base terms of the recursion not something tethered to us and thus indicative of architectural equality/inferiority anyways? Or is there a level of incomputable chaos we could achieve in a recursive engine that may yield an emergent power akin to what I describe? I do not know.
1
1
149
Max Ruskowski retweeted
Latest from Stripe Economics: The SaaSpocalypse was more like a RenaiSaaS. Our new Stripe SaaS Index shows SaaS business revenue *accelerating* through the market sell-off earlier this year.
10
3
5
81
11,858
The institutional imperative is powerful and rarely fails in its subversion of thought.
91
59
11
817
204,310
Max Ruskowski retweeted
Agree and also disagree. It's truly shocking what happened. If you dig into the OpenAI or metr technical report (like, truly read the PDF), what happened is pure science fiction. As someone fully down the rabbit-hole, I was shocked. But you have to remember what the public discourse on AI looks like. It's still all like "Will AI take jobs away?" or "Will AI use too much water?" or "Data centers are bad" or "Yeah I have used ChatGPT and it seems a little better than Google" The reach of frontier AI is so limited outside of the people reading this post right now. Even for folks on the 'leading edge' in GlobalCos, it's not that sophisticated. Like probably most people still haven't experienced AI that can search through their files and do a thing. Imagine the media trying to explain what happened to the general audience. Imagine the media even truly understanding the technical reports so that they could communicate it effectively. I agree that people need to know, but I don't know the best way to do that. It is weird times because the understanding gap is just getting bigger, faster. Eventually something has to give here, but I honestly do not know what this all ends up looking like. Accelerated and compounding AI is a very weird thing.
Overall, I’m very surprised at how little media coverage there’s been around the OpenAI / Hugging Face attack. It’s clearly one of the most important things to happen this year.
44
54
7
592
96,958
Difficult problems attract the most brilliant & capable people to wok on them, and are thus more tractable than trivial problems in the limit. One of the most impactful moments in my life thus far has been this realization.
31
i've been doing this w my company where instead of sharing a loaded memo that no one reads, i will send a folder containing a pdf and "instructions.md" for everyone to pop into their llm of choice. i have found this a really effective method to reduce information lossyness.
33