This graph is the biggest update to the AI alignment discourse since GPT-3

For those of you unfamiliar with the lore, prior to GPT-3, the feeling was that AGI would rapidly foom based on recursive-self improvement.

After GPT-3, it became clear that the first AGI would in reality be built in a large lab using a multi-billion dollar supercomputer and any idea that it simply "copy itself to the internet" is nonsense.

Under the GPT-3 regime, however, it was still plausible to assume that the first AGI would be able to simulate millions of human beings.  This is because the training cost for models like GPT-3/4 is much higher than the inference cost.

However,  COT/o1 reveals this is not true.  Because we can scale both training and inference, the first AGI will not only cost billions of dollars to train, it will also cost millions of dollars to run (I sort of doubt people are going to go for exact equality: spending $1b each on training/inference, but we should expect them to be willing to spend some non-trivial fraction of training compute on inference).

This is also yet another example of faster is safer.  Using COT (versus not using it) means that we will achieve the milestone of AGI sooner, but it also means that we will have more time to test/evaluate/improve that AGI before we reach the much more dangerous milestone of  "everyone has AGI on their phone".

Scaling working equally well with COT also means that "we don't know what the model is capable of until we train it" is no longer true.  Want to know what GPT-5 (trained on 100x the compute) will be capable of?  Just test GPT-4 and give it 100x the inference compute.  This means there is far less danger of a critical first try since newer larger models will provide efficiency improvements moreso than capabilities improvements.

Finally, this is yet another example of why regulating things before you understand them is a bad idea.  Most current AI regulations focus on limiting training compute, but with inference compute mattering just as much as training compute, such laws are out of date before even taking effect.

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Want to know what GPT-5 (trained on 100x the compute) will be capable of?  Just test GPT-4 and give it 100x the inference compute.

I think this is certainly not how it works because no amount of inference compute can make GPT-2 solve AIME.

no amount of inference compute can make GPT-2 solve AIME

That's because GPT-2 isn't COT fine-tuned.  Plenty of people are predicting it may be possible to get GPT-4 level performance out of a GPT-2 sized model with COT.  How confident are you that they're wrong? (o1-mini is dramatically better than GPT-4 and likely 30b-70b parameters)

The other part of "this is certainly not how it works" is that yes, in part of cases you are going to be able to predict "results on this benchmark will go up 10% with such-n-such increase in compute" but there is no clear conversion between benchmarks and ability to take over the world/design nanotech/insert any other interesting capability.

but there is no clear conversion between benchmarks and ability to take over the world/design nanotech/insert any other interesting capability.

 

I would be willing to be a reasonable sum of money that "designing nanotech" is in the set of problems where it is possible to trade inference-compute for training compute.  It has the same shape as many problems in which inference-scaling works (for example solving math problems).  If you have some design-critera for a world-destroying nanobot, and you get to choose between training a better nanobot-designing-AI and running your nano-bot AI for longer, you almost certainly want to do both.  That is to say, finding a design world-destroying-nanobot feels very much like a classic search problem where you have some acceptance criteria, a design space, and a model that gives you a prior over which parts of the space you should search first.

If it takes a human 1 month to solve a difficult problem, it seems unlikely that a less capable human who can't solve it within 20 years of effort can still succeed in 40 years. To the extent o1-like post-training enables something like System 2 reasoning, humans seem like a reasonable anchor for such plateaus. Larger LLMs generate about 100 output tokens per second (counting speculative decoding; processing of input tokens parallelizes). A human, let's say 8 hours a day and 1 token per second, is 300 times slower.

Thus models that can solve a difficult problem at all, will probably be able to do so faster than humans (in physical time). For a model that's AGI, this likely translates into acceleration of AI research, enabling thinking of useful thoughts even faster.

If it takes a human 1 month to solve a difficult problem, it seems unlikely that a less capable human who can't solve it within 20 years of effort can still succeed in 40 years

AI researchers have found that it is possible to trade inference compute for training compute across a wide variety of domains including: image generation, robotic control, game playing, computer programming and solving math problems.

I suspect that your intuition about human beings is misled because in humans "stick-to-it-ness" and "intelligence" (g-factor) are strongly positively correlated.  That is, in almost all cases of human genius, the best-of-the-best have both very high IQ and have spent a long time thinking about the problem they are interested in. In fact, inference compute is probably more important among human geniuses, since it is unlikely that (in terms of raw flops) even the smartest human is as much as 2x above the average (since human brains are all roughly the same size).

Human reasoning that I'm comparing with is also using long reasoning traces, so unlocking the capability is part of the premise (many kinds of test time compute parallelize, but not in this case, so the analogy is more narrow than test time compute in general). The question is how much you can get from 3 orders of magnitude longer reasoning traces beyond the first additional 3 orders of magnitude, while thinking at a quality below that of the reference human. Current o1-like post-training doesn't yet promise that scaling goes that far (it won't even fit in a context, who knows if the scaling continues after workarounds for this are in place).

Human experience suggests to me that in humans scaling doesn't go that far either. When a problem can be effectively reduced to simpler problems, then it wasn't as difficult after all. And so the ratchet of science advances, at a linear and not logarithmic speed, within the bounds of human-feasible difficulty. The 300x of excess speed is a lot to overcome for a slowdown due to orders of magnitude longer reasoning traces than feasible in human experience, for a single problem that resists more modular analysis.

Human experience suggests to me that in humans scaling doesn't go that far either.

 

For biological reasons, humans do not think about problems for 1000's of years. A human who gives a problem a good 2-hour think is within <3 OOM of a human who spends their entire career working on a single problem.

Is this assuming AI will never reach the data efficiency and energy efficiency of human brains? Currently, the best AI we have comes at enormous computing/energy costs, but we know by example that this isn't a physical requirement.

IMO, a plausible story of fast takeoff could involve the frontier of the current paradigm (e.g. GPT-5 + CoT training + extended inference) being used at great cost to help discover a newer paradigm that is several orders of magnitude more efficient, enabling much faster recursive self-improvement cycles.

CoT and inference scaling imply current methods can keep things improving without novel techniques. No one knows what new methods may be discovered and what capabilities they may unlock.

Currently, the best AI we have comes at enormous computing/energy costs, but we know by example that this isn't a physical requirement.

AI does everything faster, including consumption of power. If we compare tokens per joule, counterintuitively LLMs turn out to be cheaper (for now), not more costly.

Any given collection of GPUs working on inference is processing on the order of 100 requests at the same time. So for inference, 16 GPUs (2 nodes of H100s or MI300Xs) with 1500 watts each (counting the fraction of consumption by the whole datacenter) consume 24 kilowatts, but they are generating tokens for 100 LLM instances, each about 300 times faster than the speed of relevant human reasoning token generation (8 hours a day, one token per second). If we divide the 24 kilowatts by 30,000, what we get is about 1 watt. Training cost is roughly comparable to inference cost (across all inference done with a model), so doesn't completely change this estimate.

An estimate from cost gives similar results. An H100 consumes 1500 watts (as fraction of the whole datacenter) and costs $4/hour. A million tokens of Llama-3-405B cost $5. A human takes a month to generate a million tokens, which is 750 hours. So the equivalent power consumed by an LLM to generate tokens at human speed is about 2 watts. Human brain consumes 10-30 watts (though for a fair comparison, reducing relevant use to 8 hours a day, this becomes more like 3-10 watts on average).

It matters what model is used to make the tokens, unlimited tokens from GPT 3 is of only limited use to me.  If it requires ~GPT 6 to make useful tokens, then the energy cost is presumably a lot greater. I don't know that its counterintuitive - a small, much less capable brain is faster, requires less energy, but useless for many tasks.

It's counterintuitive in the sense that a 24 kilowatt machine trained using a 24 megawatt machine turns out to be producing cognition cheaper per joule than a 20 watt brain. I think it's plausible that a GPT-4 scale model can be an AGI if trained on an appropriate dataset (necessarily synthetic). They know wildly unreasonable amount of trivia. Replacing it with general reasoning skills should be very effective.

There is funding for scaling from 5e25 FLOPs to 7e27 FLOPs and technical feasibility for scaling up to 3e29 FLOPs. This gives models with 5 trillion parameters (trained on 1 gigawatt clusters) and then 30 trillion parameters (using $1 trillion training systems). This is about 6 and then 30 times more expensive in joules per token than Llama-3-405B (assuming B200s for the 1 gigawatt clusters, and further 30% FLOP/joule improvement for the $1 trillion system). So we only get to 6-12 watts and then 30-60 watts per LLM when divided among LLM instances that share the same hardware and slowed down to human equivalent speed. (This is an oversimplification, since output token generation is not FLOPs-bounded, unlike input tokens and training.)

Kudos for referencing actual numbers. I don’t think it makes sense to measure humans in terms of tokens, but I don’t have a better metric handy. Tokens obviously aren’t all equivalent either. For some purposes, a small fast LLM is more way efficient than a human. For something like answering SIMPLEBENCH, I’d guess o1-preview is less efficient while still significantly below human performance.

Suppose you're an AI company and you build a super-clever AI. What practical intellectual work are you uniquely suited to asking the AI to do, as the very first, most obvious thing? It's your work, of course.

Recursive self-improvement is going to happen not despite human control, but because of it. Humans are going to provide the needed resources and direction at every step. Expecting everyone to pause just when rushing ahead is easiest and most profitable, so we can get some safety work done, is not going to pan out barring nukes-on-datacenters level of intervention.

Faster can still be safer if compute overhang is so bad that we're willing to spend years of safety research to reduce it. But it's not.

Is the title of this supposed to be "smoother" takeoff? Clearly unlocking inference scaling reduces the available time until AGI?

For historical reasons, "slow takeoff" refers to timelines in which AGI abilities transition from sub-human to super-human over a course of months/years and "fast takeoff" refers to timelines in which this transition happens in hours/days.  This is despite the fact that under most choices of parameters, "slow takeoff" actually occurs earlier chronologically than a similar world with "fast takeoff".

I think "continuous takeoff" and "discontinuous takeoff" are better terms.

I'm sorry you happened to be the one to trigger this (I don't think it's your fault in particular), but, I think it is fucking stupid to have stuck with "slow" takeoff for historical reasons. It has been confusing the whole time. I complained loudly about it on Paul's Arguments about Fast Takeoff post, which was the first time it even occurred to me to interpret "slow takeoff" to mean "actually, even faster than fast takeoff, just, smoother". I'm annoyed people kept using it.

If you wanna call it continuous vs discontinuous takeoff, fine, but then actually do that. I think realistically it's too many syllables for people to reliably use and I'm annoyed people kept using slow takeoff in this way, which I think has been reliably misinterpreted and conflated with longer timelines this whole time. I proposed "Smooth vs Sharp" takeoff when the distinction was first made clear, I think "soft" vs "hard" takeoff is also reasonable.

To be fair, I had intended to write a post complaining about this three years ago and didn't get around to it at the time, but, I dunno this still seems like an obvious failure mode people shouldn't have fallen into.

Sure, then I suggest changing the title of the post. No need to propagate bad naming conventions.

maybe if you had written that post 3 years ago, but I'm not looking to unilaterally switch from the language everyone else is already using.

I don't really think "slow takeoff" is being actively used in that way, at least I haven't heard it in a while. I've mostly seen people switch to the much easier to understand "smooth" or "continuous" framing.

I think I agree with at least the high level frame here – the details of how compute is going to get used has some strategic implications, and it seems at least plausible that chain-of-thought centric AI development will mean the first general AI will be fairly compute-bottlenecked, and that has some implications we should be modeling.

I don't know that I buy the second-order implications. I agree that regulations that only focus on training compute are going to be insufficient (I already expected that, but I bought[1] the argument that the first AGI systems capable of RSI were likely to have training budgets over the 100M flops threshold, and be at least moderately likely to tripwire over SB 1047, which could give us an additional saving throw of policymakers thinking critically about it at a time that mattered)

I don't think the solution is "don't bother regulating at all", it's "actually try to followup legislation with better legislation as we learn more." 

I also think the actual calendar time of Recursive Self Improvement is still going to be short enough that it counts as "sharp takeoff" for most intents and purposes (i.e. it might be measured in months, but not years)

  1. ^

    and probably still buy

This is mostly true for current architectures however if the COT/search finds a much better architecture, then it suddenly becomes more capable. To make the most of the potential protective effect, we can go further and make very efficient custom hardware for GPT type systems, but have slower more general purpose ones for potential new ones. That way the new arch will have a bigger barrier to cause havoc. We should especially scale existing systems as far as possible for defense, e.g. finding software vulnerabilities. However as others say, there are probably some insights/model capabilities that are only possible with a much larger GPT or different architecture altogether. Inference can't protect fully against that.

This is mostly true for current architectures however if the COT/search finds a much better architecture, then it suddenly becomes more capable.

One of first questions I asked o1 was whether there is a "third source of independent scaling" (alongside training compute and inference compute), and among its best suggestions was model search.

That is to say if in the GPT-3 era we had a scaling law that looked like:

Performance=log(training compute)

And in the o1 era we have a scaling law that looks like:

Performance = log(training compute)+log(inference compute)

There may indeed be a GPT-evo era in which;

Performance = log(modelSearch)+log(training compute)+log(inference compute)

I don't feel strongly about whether-or-not this is the case.  It seems equally plausible to me that Transformers are asymptotically "as good as it gets" when it comes to converting compute into performance and further model improvements provide only a constant-factor improvement.

I’ve read that OpenAI and DeepMind are hiring for multi-agent reasoning teams. I can imagine that gives another source of scaling.

I figure things like Amdahl’s law / communication overhead impose some limits there, but MCTS could probably find useful ways to divide the reasoning work and have the agents communicating at least at human level efficiency.

Appropriate scaffolding and tool use are other potential levers.

I called this a long time ago, though I'm not sure I wrote it down anywhere. But it doesn't mean faster is safer. That's totally wrong - scaling A.I. actually motivates building better GPU's and energy infrastructure. Regardless of compute overhang there was always going to be a "scaling up" period, and the safety community is not prepared for it now.