jsteinhardt comments on The Inefficiency of Theoretical Discovery - Less Wrong Discussion
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I don't have time to reply to all of this right now, but since you explicitly requested a reply to:
The answer is yes, I think this is essentially right although I would probably want to add some hedges to my version of the statement (and of course the usual hedge that our intuitions probably conflict at multiple points but that this is probably the major one and I'm happy to focus in on it).
Thanks!