In "What just happened? Pragmatism and Pessimization", Ngo details a history of clever reasons that producing more AI capabilities helps decrease existential risk from AI capabilities. We have had, and continue to have, a variety of such clever reasons, very often coming from people who also admit several percentage points of risk of the technology killing everyone:
- OpenAI, xAI. These are your classic disaster monkeys; chaotic, freaked out, but charmingly (in a way) obvious about intentionally mutating programs in order to create a world-eating machine. There's a thin veneer of justification for how this helps safety, something about open-source or truth-seeking or something, and then a healthily-poorly-rationalized stance of "fuck-it".
- Anthropic. This organization seems to be the heart, or locus of condensation, of (complicated, incoherent, indefensible) justifications for accelerating AI capabilities even though AI might eat the world. Much ink could be spilled, but my childish listening just hears "wah wah wah wah do more AI R&D".
- Some people at Redwood are trying to make AIs better at abstract reasoning when verified rewards are scarce. The idea is to improve AI's abstract reasoning so that AI is more useful for doing alignment research. We could argue about whether this makes sense, but in this essay, all I hear is "wah wah wah wah make the AI better at thinking difficult thoughts".
- "AI 2040: Plan A" proposes that we stop all capabilities research, and then we continue almost all of the capabilities research, but also publish all the algorithms we're using. The idea is to use increased capabilities to do more alignment research before the pause breaks down. I believe this makes no sense, and instead you should just ban all the research. E.g. because either the difference in capabilities didn't matter much, in which case why not just stop; or else it did matter, in which case you are making the situation way worse by increasing the capabilities lying around after the pause breaks down, by pushing capabilities right up close to the point of an intelligence explosion (which, trust us, we can totally tell when that's about to happen). But before arguing that, in this essay all I hear is "wah wah wah wah keep the hundreds of researchers working on making AI capabilities".
To invert BoJack Horseman, when you put your glasses back on, all the differential acceleration just looks like acceleration.
Tsvi's footnote 1 on Anthropic's position
[The following will contain multiple strawmen of any one person's position. However, all of the following is based on things I have heard from many different people either at Anthropic or defending Anthropic's behavior, in a mix of some first-hand and mainly second-or-more-hand. What these stances have in common is that they all say "wah wah wah wah do more AI R&D". With that in mind, my thread of childish listening hears Anthropic, as a collective, say the following:] We have to make AI because we want to slow down AI. But we can't slow down AI because OpenAI won't slow down. If they say they'll slow down, we don't trust them. Did we talk to them? Nah, we don't trust them, there's no point. And anyway, there's China. And if they say they'll slow down, we don't trust them either. Did we talk to them? Nah. Other people are reckless. We are not reckless. That is why we should advance AI capabilities. At the right time, we will stop. But not before. If we stop before the right time, then we might not stop enough. The politicians, they won't want to stop. Did we talk to them? No, there's no point, they don't understand; we have to make them understand by not stopping, and then they'll listen when we say to stop. Well, we'll talk to them because we need them to enforce export controls because China is bad and reckless, so that we can race to the top. This is different from why other people want a lead in AI. They want a lead because they are greedy and reckless. We want a lead because we are good and responsible. We would do AI safety and we would do nice things with an aligned AI, or maybe our AI should take over the world. The only way to stop is to not stop. That way later you can stop more. Should we say publicly that we want to stop? Eh. Sure, I guess. I mean, it's in some blog post somewhere. What the heck do you want from me? What, am I going to spend 10 hours a day nonstop talking about how I love stopping AI research? I got stuff to do. There's AI capabilities to be developed. Plus, if we say we should stop, Trump might not like us, and then we won't be able to continue our research. Our research is good because it will help get a stop eventually, if it's the case that we get strong evidence that we can't solve alignment. We have to publicly politically support AI capabilities so that later we can support a stop. Dario has a plan. He's good. He'll stop. Our leadership is trustworthy and strategic. Alignment might be pretty doable actually. So more AI capabilities are good actually. Did we argue that? Well, someone here read your blogposts. We believe we have understood your blogposts and taken them into account, thank you for your concern. Argue it? Why bother? We know what is going on, and you do not know what is going on, so how could you know that we won't solve alignment? We have the private information, and you do not. Sure, of course there's a 40% chance we'll kill everyone, but if China does it, then there will be a 70% chance. And if China would stop, well, there's open-source. You can't stop open-source. We have to develop our AIs that will get distilled into open-source models so that we can stop open-source models. Beff Jezos might take over the world, which would be bad, so we need hundreds of AI scientists to try to increase capabilities as fast as possible in order to stop him.
My main objection to these views is the following.
Suppose that Yudkowsky realised that alignment is hard. In order to prevent [insert org]'s idiots from creating the ASI (and misaligning it), MIRI would need to find puppet politicians in the USA ready to ban all training runs beyond [insert amount] FLOPs, then have the Americans propose a similar law to all other states who are, or soon will become, able to possess that amount of FLOPs. As of Oct 22, 2026, the amount of those who pledged to participate in the IABIED march was 1949, on Oct 16 it was 1921, on August 11 the amount of pledgers was 1221, on June 19 it was 1105. What is the counterfactual MIRI's plan which would let it accomplish its goal of stopping AI capabilities R&D in the whole world? What's the counterfactual plan for nuking xAI/Meta and placing the Big Three on a tight leash?
P.S. My mental model of Anthropic assumed that their lobbyists had the chance to talk to few politicians, fail to increase the lobbyists' outreach, understand that unreached politicians wouldn't support anything better than the real bill and propose the bill. In order to tell apart Anthropic being untrustworthy and incompetent from failing to stop OAI/GDM, one would have to interrogate the decisionmakers at Anthropic...
Ice cream
There's a particular kind of listening that kids (and adults) sometimes do. Daddy is saying stuff—his mouth is moving and making noise—and he's talking about what I ate for lunch, and something about other times I've eaten ice cream, and something about rules and this and that and what Mommy would think and something about bedtime—but I am not so interested in that. What interests me is the punchline "...and therefore you can't have ice cream.". I'm only incidentally interested in the other stuff, insofar as it might determine whether I get ice cream.
In an obvious way, I'm showing rather poor listening skills. I did not understand most of what Daddy said, and arguably I'm even being rude.
However, in another way, this stance has a virtue. The virtue is that it holds fast to what matters, as best I know how, and does not give in to Daddy's framing. It sticks to what is real and concrete, what matters, despite a cloud of justifications. This is certainly not an unalloyed virtue, just as the POSIWID perspective is both useful and fraught. But it matters that although Daddy is a complex system with internal states, his internal complexity can, in one sense, be largely ignored and summarized simply as "an entity that prevents ice cream".
Sure, something something lunch and real food, but those are matters for your concern—what do they mean for me and ice cream? I want ice cream. You've made some sort of background assumptions about what implications "real food" should have, regarding the question of ice cream, and I am not on board with whatever those assumptions may be, even if I cannot immediately give you a detailed exposition of what they are and why I disagree.
Wah wah
In the TV cartoon of Charlie Brown, the adults talk, but only in trombone, like "wah wah wah wah": https://www.youtube.com/watch?v=oHdlS3XZLBo
The kids can understand what the adults are saying, but the two groups mostly don't participate in each other's worlds. The kids interact enough to handle the functional situation with the adult, but they aren't engaging deeply with the adult's considerations except insofar as they bear on the kid's situation.
Scammer
Your bank tells you: Don't give out your passwords or account information on the phone. We won't ever ask you for that.
That's the advice. They don't say, "Evaluate whether the caller is legitimate, and whether the circumstances they describe are circumstances in which you ought to give them your bank account info.". That's not a good stance. That's hackable. Just don't give out your bank account info on the phone.
Throwing stuff on a bonfire to make it burn less
In "What just happened? Pragmatism and Pessimization", Ngo details a history of clever reasons that producing more AI capabilities helps decrease existential risk from AI capabilities. We have had, and continue to have, a variety of such clever reasons, very often coming from people who also admit several percentage points of risk of the technology killing everyone:
To invert BoJack Horseman, when you put your glasses back on, all the differential acceleration just looks like acceleration.
A skip connection for sanity
(H/t Kave for the productivization of the idea of skip connections.)
People who are going "wah wah wah wah do more AI R&D" might say things like:
or
or
And then we get tangled up in considering all that stuff. I conjecture that many employees of Anthropic allowed themselves to be misled in this way. I conjecture that lots of people all throughout the AGI existential derisking space get misled in this way. I conjecture that you've been hacked out of the obvious view—AI capabilities are dangerous, so more is worse—by Dario, by Sam Altman, by money, by your project manager.
My hope is that those people will try on the "wah wah wah" way of listening, sometimes. If you consider yourself in favor of human flourishing, notice that it doesn't make sense to build the thing that would eat everything including humans; and it still doesn't make sense even with a bunch of arguments that may have big holes in them.
To put this another way, I think it's often virtuous to have skip connections in your epistemology. Yes, there's a bunch of details to think about, and the details matter, and they can lead to nonobvious conclusions, and other people may understand things better than you do. So there's a blob of thinking that's good for you to do, a big blob of compute as it were, to think through all those details and considerations.
But it's also good to have some skip connections that mostly go around that blob of thinking, and directly get a say in final considerations. At some point in the past or coming months, you may face some decisions about whether to leave your job, speak out about the existential risk of AI, call for a pause, push back on arguments for advancing capabilities, or advocate internally and pressure leadership to support a pause and shut down capabilities research. You may have a sense like the following:
That sense is good, whether or not other arguments should change your final decision. In your decision-making, your fundamental values should get a say, and your simpler, more childish understanding of what people are arguing about should also get a say.
You probably agree in theory that naive views of a situation should continue to get some sort of say in final judgements. However, implementing this theory often takes active work and doesn't happen by default. There's a set of forces like social pressure, (reasonable) deference, skillful frame control from leaders, general cognitive miserliness, and Sinclair's Razor, which together make it natural to not track the hypothesis that you should stop increasing AI capabilities. Tracking a hypothesis takes work. In particular, it takes work to do these two things at the same time:
That work is worthwhile. Listening like a child might be a helpful tool in that work.
[The following will contain multiple strawmen of any one person's position. However, all of the following is based on things I have heard from many different people either at Anthropic or defending Anthropic's behavior, in a mix of some first-hand and mainly second-or-more-hand. What these stances have in common is that they all say "wah wah wah wah do more AI R&D". With that in mind, my thread of childish listening hears Anthropic, as a collective, say the following:] We have to make AI because we want to slow down AI. But we can't slow down AI because OpenAI won't slow down. If they say they'll slow down, we don't trust them. Did we talk to them? Nah, we don't trust them, there's no point. And anyway, there's China. And if they say they'll slow down, we don't trust them either. Did we talk to them? Nah. Other people are reckless. We are not reckless. That is why we should advance AI capabilities. At the right time, we will stop. But not before. If we stop before the right time, then we might not stop enough. The politicians, they won't want to stop. Did we talk to them? No, there's no point, they don't understand; we have to make them understand by not stopping, and then they'll listen when we say to stop. Well, we'll talk to them because we need them to enforce export controls because China is bad and reckless, so that we can race to the top. This is different from why other people want a lead in AI. They want a lead because they are greedy and reckless. We want a lead because we are good and responsible. We would do AI safety and we would do nice things with an aligned AI, or maybe our AI should take over the world. The only way to stop is to not stop. That way later you can stop more. Should we say publicly that we want to stop? Eh. Sure, I guess. I mean, it's in some blog post somewhere. What the heck do you want from me? What, am I going to spend 10 hours a day nonstop talking about how I love stopping AI research? I got stuff to do. There's AI capabilities to be developed. Plus, if we say we should stop, Trump might not like us, and then we won't be able to continue our research. Our research is good because it will help get a stop eventually, if it's the case that we get strong evidence that we can't solve alignment. We have to publicly politically support AI capabilities so that later we can support a stop. Dario has a plan. He's good. He'll stop. Our leadership is trustworthy and strategic. Alignment might be pretty doable actually. So more AI capabilities are good actually. Did we argue that? Well, someone here read your blogposts. We believe we have understood your blogposts and taken them into account, thank you for your concern. Argue it? Why bother? We know what is going on, and you do not know what is going on, so how could you know that we won't solve alignment? We have the private information, and you do not. Sure, of course there's a 40% chance we'll kill everyone, but if China does it, then there will be a 70% chance. And if China would stop, well, there's open-source. You can't stop open-source. We have to develop our AIs that will get distilled into open-source models so that we can stop open-source models. Beff Jezos might take over the world, which would be bad, so we need hundreds of AI scientists to try to increase capabilities as fast as possible in order to stop him. ↩︎