I agree that one could have scenarios in which there are AI programs with humanlike capacities that are not yet capable of such development (e.g. a super-bloated system running on massive server farms). However, they tend to involve AI development happening very surprisingly quickly, and don't seem stable for long (bloated implementations can be made more efficient, with strong positive feedback in the improvement, and superhuman hardware will come soon after powerful AI if not before).
I'm not sure how to interpret what you're saying. You say:
they tend to involve AI development happening very surprisingly quickly
which sounds to me like a summary of long experience. But you also seem to be talking about a scenario which you cannot possibly have experienced even once. So, I'm not sure what you're saying.
I'm saying that in my experience of people working out consistent scenarios that involve AI development with sustained scarcity, the scenarios offered usually involve the development of human-level AI early, before hardware can advance much further.
Link: johncarlosbaez.wordpress.com/2011/04/24/what-to-do/
His answer, as far as I can tell, seems to be that his Azimuth Project does trump the possibility of working directly on friendly AI or to support it indirectly by making and contributing money.
It seems that he and other people who understand all the arguments in favor of friendly AI and yet decide to ignore it, or disregard it as unfeasible, are rationalizing.
I myself took a different route, I was rather trying to prove to myself that the whole idea of AI going FOOM is somehow flawed rather than trying to come up with justifications for why it would be better to work on something else.
I still have some doubts though. Is it really enough to observe that the arguments in favor of AI going FOOM are logically valid? When should one disregard tiny probabilities of vast utilities and wait for empirical evidence? Yet I think that compared to the alternatives the arguments in favor of friendly AI are water-tight.
The problem why I and other people seem to be reluctant to accept that it is rational to support friendly AI research is that the consequences are unbearable. Robin Hanson recently described the problem:
I believe that people like me feel that to fully accept the importance of friendly AI research would deprive us of the things we value and need.
I feel that I wouldn't be able to justify what I value on the grounds of needing such things. It feels like that I could and should overcome everything that isn't either directly contributing to FAI research or that helps me to earn more money that I could contribute.
Some of us value and need things that consume a lot of time...that's the problem.