Note that a 10,000-fold increase would leave you with a modest fraction of total output. A 1,000-fold increase would still leave you smaller than world's militaries.
The theft scenario relies on you being better at theft than the rest of the world. From the outside AI looks more suited to productive activity than war (which also requires big capital investments in personnel and equipment), so I normally think of this as being a counterbalancing factor (that is, it seems significantly more likely that an economically dominant firm would find many of its productive assets confiscated by force, than that a productive firm would begin stealing the world’s resources without serious repercussions). Of course a primary consideration in this discussion is the nature of conflict; in the current world a sufficiently sophisticated AI might fare reasonably well in all-out conflict due to the world being completely unprepared, but I would be quite surprised if that were still the case when the development of human-level AI actually looked plausible. It seems to again come down to the possibility of a rapid and unexpected jump in capabilities.
The most realistic paths along these lines seem to depend on abrupt changes in the importance of different resources. For example, you might think that AI research capacity would change from a small part of the world to the lion's share (or some even more specific kind of research). If such a change were slow it wouldn't much matter, but if it were fast it could also lead to a decisive strategic advantage, as a company with 0.01% of the world’s resources could find itself with 90% after a drastic reevaluation.
Of course, whether such an abrupt change should happen is again closely related to whether an abrupt change in capacities will happen (though it relies on the further assumption that such a change is unanticipated). Overall I think that it is not too likely, and that the probability can be driven down substantially by clearer communication and decision-making. It still seems like a scenario worth thinking about.
All told, agree with Bostrom that there are a number of reasons to think that very fast changes in capability would lead to a decisive strategic advantage, especially if it came as a surprise to most of the world. Short of rapid changes, I don’t see much reason to think of AI as exceptional.
Regarding evolution I disagree completely with the implicit model of how the future will go or why it might contain morally valuable things. See here for a discussion of my view. On my view, a "singleton" with this more limited capacity would not be very important. Indeed, I'm not even sure what it would mean.
Diametral opposing to theft and war szenarios you discuss in your paper "Rational Altruist - Why might the future be good?":
How much altruism do we expect?
[...] my median expectation is that the future is much more altruistic than the present.
I fully agree with you and this aspect is lacking in Bostrums book. The FOOM - singleton theory intrinsically assumes egoistic AIs.
Altruism is for me one of the core ingredience towards sustainably incorporating friendly AIs into society. I support your view that the future will be more altruistic tha...
This is part of a weekly reading group on Nick Bostrom's book, Superintelligence. For more information about the group, and an index of posts so far see the announcement post. For the schedule of future topics, see MIRI's reading guide.
Welcome. This week we discuss the seventh section in the reading guide: Decisive strategic advantage. This corresponds to Chapter 5.
This post summarizes the section, and offers a few relevant notes, and ideas for further investigation. Some of my own thoughts and questions for discussion are in the comments.
There is no need to proceed in order through this post, or to look at everything. Feel free to jump straight to the discussion. Where applicable and I remember, page numbers indicate the rough part of the chapter that is most related (not necessarily that the chapter is being cited for the specific claim).
Reading: Chapter 5 (p78-91)
Summary
5. Disagreement. Note that though few people believe that a single AI project will get to dictate the future, this is often because they disagree with things in the previous chapter - e.g. that a single AI project will plausibly become more capable than the world in the space of less than a month.
If you are particularly interested in these topics, and want to do further research, these are a few plausible directions, some inspired by Luke Muehlhauser's list, which contains many suggestions related to parts of Superintelligence. These projects could be attempted at various levels of depth.
How to proceed
This has been a collection of notes on the chapter. The most important part of the reading group though is discussion, which is in the comments section. I pose some questions for you there, and I invite you to add your own. Please remember that this group contains a variety of levels of expertise: if a line of discussion seems too basic or too incomprehensible, look around for one that suits you better!
Next week, we will talk about Cognitive superpowers (section 8). To prepare, read Chapter 6. The discussion will go live at 6pm Pacific time next Monday 3 November. Sign up to be notified here.