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Comment by noch

1 month ago

> There is a lot of room in hardware, software, model training and model architecture left.

Quantify this please? And make a firm prediction with approximate numbers/costs attached?

It's not realistic to make firm quantified predictions any more specific than what I have given.

We will likely see between 3 and 10000 times improvement in efficiency or IQ or speed of LLM reasoning in the next 5 years.

  • > It's not realistic to make firm quantified predictions any more specific than what I have given.

    Then do you actually know what you're talking about or are you handwaving? I'm not trying to be offensive but business plans can't be made based on a lack of predictions.

    > We will likely see between 3 and 10000 times improvement in efficiency or IQ or speed of LLM reasoning in the next 5 years

    That variance is too large to take you seriously, unfortunately. That's unfortunate because I was really hoping you had an actionable insight for this discussion. :(

    If I, for instance, tell my wife I can improve our income by 3x or 1000x but I don't really know, there's no planning that can be done and I'll probably have to sleep on the couch until I figure out what the hell I'm doing.

    • > business plans can't be made based on a lack of predictions.

      They can. It's called "taking a risk". Which is what startups are about, right?

      It's hard to give a specific prediction here (I'm leaning towards 10x-1000x in the next 5 years), but there's also no good reason to believe progress will stop, because a) there's many low and mid-hanging fruits to pick, as outlined by GP, and b) because it never did so far, so why would it stop now specifically?

      2 replies →

    • > If I, for instance, tell my wife I can improve our income by 3x or 1000x but I don't really know, there's no planning that can be done and I'll probably have to sleep on the couch until I figure out what the hell I'm doing.

      For most people, even a mere 3x in the next 5 years is huge, it's 25% per year growth.

      3x in 5 years is a reasonable low-ball for hardware improvements alone. Caveat: top-end silicon is now being treated as a strategic asset, so there may be wars over it, driving up prices and/or limiting progress, even on the 5-year horizon.

      I'm unclear why your metaphor would have you sleeping on the sofa: If tonight you produce a business idea for which you can be 2σ-confident that it will give you an income 5 years from now in the range [3…1000]x, you can likely get a loan for a substantially bigger house tomorrow than you were able to get yesterday; in the UK that's a change slightly larger than going from the median average full-time salary to the standard member of parliament salary.

      (The reason behind this, observed lowering of compute costs, has been used even decades ago to delay investment in compute until the compute was cheaper).

      The arguments I've seen elsewhere for order-of-10,000x* cost improvements (which is a proxy for efficiency and speed if not IQ) is based on various different observations cost reductions** since ChatGPT came out — personally, I doubt that the high end of that would come to pass, my guess is those all represent low-hanging fruit that can't be picked twice, but even then I would still expect there to be some opportunity for further gains.

      * The original statement had one more digit in it than yours, but this doesn't make much difference to the argument either way

      ** e.g. https://www.wing.vc/content/plummeting-cost-ai-intelligence