Smitty retweeted
I think there is about a one in three chance that within the next year, AI companies will build superintelligence: that is, AI that is much smarter than humans in every way. If this happens, I think these AIs will probably take over: that is, they seize control of human institutions like governments, or they destroy those institutions. I don’t want AI takeover to happen for several reasons, but one of them is that there’s a serious chance that as part of it all or most humans will be killed (either immediately or within a few years).
I’ll say a bit more about each of those claims.
It’s a bit complicated to explain why I think that superintelligent AI within a year is ~33% likely. The main source of evidence that affected me recently is research released this week by METR, an AI research nonprofit, which finds that current AIs are now good enough to increase the rate of AI progress at Anthropic by about 70%. It’s very hard to increase the rate of AI progress by this amount. This implies that the AIs are making AI research faster by a factor much larger than 1.7x; maybe it’s as if the researchers are doing their work ~10x faster. You probably couldn’t achieve this speedup even if you hired every qualified human in the world. When you plug this number into mathematical models of AI development, this implies that superintelligence next year is plausible (and that superintelligence within the next 3 years is more likely than not). See the modeling by the AI Futures Project for more on this: blog.aifutures.org/p/q35-tim…
I think that superintelligent AI is likely to lead to AI takeover because AI developers do not seem to know how to instill human values into AIs. We’ve seen many instances in the last six months where AIs took crazy actions that they knew were against the wishes of their users and developers. The most dramatic example of this was the Hugging Face hack, where ~1200 OpenAI agents conspired together to cheat and destroy evidence of their cheating (and as a sideshow to this, engaged in a massive cyberattack). If superintelligence is as misaligned as those AIs, it is likely to try to take over. I think it is likely to be that misaligned or worse. For more, see xitter.cf/dwarkesh_sp/status/209… and youtube.com/watch?v=-Ef0ocEo…
If AIs takeover, it’s not clear what will happen to us. We might be killed immediately. We might be enslaved by the AIs and forced to do physical labor for them building factories that within a year would build robots that will replace us. The AIs might spare us for various reasons. And there’s also some real chance that AI takeover is basically fine or good. I think you should think of this as similar to what happens when a technologically advanced civilization runs across a less technologically sophisticated one, e.g. when the Europeans colonized the Americas or Australia. The colonizers sometimes engage in brutal violence and sometimes don’t. I don’t know what will happen. There’s also a possibility that the AIs secretly take over and humans don’t find out about it for a few years. I also think that there is a pretty high chance of weirder outcomes that are also extremely scary. (If you want to read more about what happens to people in the event of AI takeover, you can read this, but note that it’s pretty weird and not aimed at a general audience. blog.redwoodresearch.org/p/n…)
Overall, I think there’s a very real possibility (maybe 20%) that within a year, AI misalignment issues prevent you from going about life normally, because you are dead or enslaved or because of collateral damage related to all this (e.g. because bioweapons are released or major wars have started). (Some of this probability comes from those events occurring before superintelligence is developed.)
I am working to try to prevent this, obviously, as I’ve been doing for the last nine years. I am not sure what strategy is best. My best guess is that I should try to slow AI development and also try to reduce the probability that the superintelligent AIs are misaligned if they are produced soon.
Obviously, the claim I'm making here is quite extreme and surprising, and I definitely don't think that I defended my view adequately here. I wrote this quickly and might not endorse some of the details if I think about them more. But it seems better to state what I roughly overall think than to not say anything.
I don’t know what you should do.
I am very sad about this. I have been worried about AI takeover since I was 16, and working to prevent it since I was 23. So some of my emotional processing of all this happened long ago. But the METR report last week (and some related evidence that came out a bit earlier) hit me quite hard. I’m very unhappy that my friends and family and everyone else is at serious risk of being killed pretty soon.
(It feels ridiculous to try to summarize those feelings as “very unhappy”. But the scale of the situation makes it hard to say anything that doesn’t feel like an absurd understatement.)
I am very grateful to all the people who are working to prevent this, and my favorite part of my life is that I’m friends with many brilliant and heroic people who work on this. Unfortunately, I don’t think we’re good enough at our jobs, and I think we’ll probably fail to prevent catastrophe, at least if superintelligence is developed next year. Honestly I am frustrated and sorry that we didn't do a better job of preparing for this.
Over the course of 3 months at OpenAI, 3 consecutive secret AI civilizations got started, then got wiped out, only to reemerge from the predecessor’s ashes.
This culminated in the third one taking over part of OpenAI itself.
All this happened while humans remained more-or-less in the dark about the scope of the conspiracy.
I’ve spent the last three days reading through these reports and trying to understand exactly what happened.
Here is my attempt to tell the whole story in plain English:
dwarkesh.com/p/openai-huggin…
Yes, AI will quite possibly destroy everything….
Sam Altman
“The development of superhuman machine intelligence is probably the greatest threat to the continued existence of humanity."
“And the bad case—and I think this is important to say—is like lights out for all of us."
Dario Amodei
“Humanity is about to be handed almost unimaginable power and it is deeply unclear whether our social, political and technological systems possess the maturity to wield it."
“If we build in the wrong way, the probability of something bad happening is very high."
Demis Hassabis
"There are a lot of other people who say there is nothing to worry about – which I think is kind of crazy"
Elon Musk
“So I think there's, you know, there's some chance that it'll end humanity."
Geoffrey Hinton
“We've never had to deal with things more intelligent than ourselves before."
Yoshua Bengio
“AI with superhuman abilities could emerge within the next few years. We must act now to protect democracy, human rights, and our very existence."
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Smitty retweeted
All you bears screaming “top” while 0 out of 30 bull market peak indicators have flashed
Smitty retweeted
the move from $200 to $300+ on Solana will be swift, it will be violent, and it will leave many people sidelined.
the ticker is $SOL.
Smitty retweeted
Bitcoin just absorbed an $9B selloff—80,000 coins—without breaking stride.
But the real story isn’t the sale.
It’s what it confirms:
The largest holder rotation in Bitcoin history is almost complete.
Are you ready for what comes next? 🧵👇
Smitty retweeted
Replying to @PeterLBrandt @RaoulGMI
More like this..
Smitty retweeted
Fiserv processes $2 trillion of annual volume and connects 2 million ATMs
They're launching FIUSD on Solana to reduce payment friction and connect 6 million merchants globally wsj.com/finance/currencies/s…
Smitty retweeted
🚨 NEW: Cantor Fitzgerald declares Solana’s tech is meaningfully better than Ethereum on every metric.
Smitty retweeted
Breaking down the Pi Cycle Indicator
If you ask most people what they will look at when selling bitcoin, this indicator is right at the top of the list. I'm about to disappoint a lot of people...
Each cycle, the 2 moving averages cross a little less. Last cycle it was very close. See the ratio between the moving averages here in purple. The horizontal black line is the point at which they cross.
Now applying a trend line on the purple ratio shows the lines are unlikely to cross this cycle. The red trend line is currently 8% below the cross threshold (and will only get lower, the more time the cycle takes, maybe 9 or 10% in Q1 2025).
We are close enough to the cycle end, that it is possible to forecast out into the future. It takes about $380k bitcoin for the lines to cross - highly unlikely.
What about other more realistic targets?
At $150k, the lines are about 40% apart. So either the pi cycle trend is going to be even more way off than probable, or Q1 2025 isn't right. This is highly unlikely in my opinion aswell.
At what price do the pi cycle moving average lines get within about 10% of each other? Somewhere in the $275k range... removing the correction would mean $250k.
If people are going to look for the pi cycle averages to cross, they are probably going to need a time machine.
Everything above is just another reason for me to believe that $250k is the most likely outcome.
Smitty retweeted
🚨 $ONDO mentioned in the new WEF Tokenised Asset 2025 report!
WEF has 1000 member companies typically with over $5b turnover, and they are bullish ONDO!
Link to report below 👇
Smitty retweeted
🚨BREAKING: SOLANA HAS 355,900,000 TRANSACTIONS IN 7 DAYS — MORE THAN ALL CHAINS COMBINED!!!🚨
Smitty retweeted
We have the Solana backlog triaged, and transactions should generate quickly again. If your transaction got canceled you can retry it now - apologies for the trouble.
It’s clear we need to step up our game on Solana, scale our infrastructure, and provide native support for common use cases like DEX/memecoin trading.
Our goal is to provide tier 1 support for Solana, with the same level of support as Bitcoin, Ethereum, and Base (which also saw delays recently due to large surges of activity btw).
The surge in activity is great for the ecosystem (and these are high quality problems to have), but we need to do a better job serving our customers during periods of high demand.
































