I'm surprised that no one has addressed Karnofsky's main point: even if we accept all of the premises on which SIAI was founded, it doesn't look like SIAI is doing anything particularly impressive (from an Outside View). Jasen's reply seemed to consist mostly of "we're working on it." What does the community think about this?

I was also rather disappointed that SIAI doesn't have a definitive plan for what they would do with more money. This might end up being a self-fulfilling prophecy that works against them, because GiveWell may decrease SIAI's rating based on the fact that SIAI apparently haven't planned out how they would scale up their operation. (But I think this is definitely a smaller concern than the previous one.)