The gap in shared understanding of LLM capability is widening

1 day ago (twitter.com)

I agree with the disconnect between the professionals, but i have yet to see anything that makes me believe that there is a class of 5000 internal people who are that much further than the top users are.

The internal models are more eager, and there is the scale difference of being able to spin up 10.000 vs 10, but to get something valuable out requires skill.

Agents that produce good results 90% of the time vs 93% of the time are not enough of a difference. Multiplied too many times, that error rate is too high for scale to become "magic".

Finding proofs is one of the exceptions.

Just look at the codex/claude harness. They regularly lag behind 'external' users.

  • I feel like you're taking it somewhat personally as a statement on ability or intelligence levels. It's really just about the scale difference and the access to that infrastructure. That is what enables that class to look at and think about problems differently.

    Having 10,000 (or more) agents working for months on a problem is categorically different from the type of usage most people are familiar with. The complexity explodes to a point that requires the "archaeology" he mentions for people to even try to understand what's going on.

    This is the key insight. Those capabilities are currently limited to frontier labs and literally cost them millions of dollars to achieve. But as we well know, computing costs and algorithms are optimized rapidly and soon those capabilities will be more widespread. We are at an inflection point where we can design systems that are able to go and do things that we don't fully understand, and they will handily outpace our forensic bandwidth.

    • > But as we well know, computing costs and algorithms are optimized rapidly and soon those capabilities will be more widespread. We are at an inflection point

      It seems we’re perpetually in this state.

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  • My understanding is he is not talking about "top users" as being further ahead in skill, he is talking about access.

    The kind of FOMO he is triggering is the same kind that wanting to be in an exclusive country club gives a certain kind of businessman. One simply can't reproduce that network outside of the exclusive access, no matter how skilled they are.

  • Lauren Tan from SpaceXAI/Cursor/Grok has been on a few podcasts recently. I was surprised how much info she shared, and she sounded quite honest about what works and what doesn’t, in the context of building grokbot. I wouldn’t be able to do all the verifications she does, with my token budget. But it doesn’t seem like rocket science either (pun not intended).

  • 90% vs 93% is a big deal IMO, especially when you're trying to feed outputs into inputs.

    • I think the point being made is that when you're feeding outputs into inputs, both 93% and 90% rapidly collapse to 0% without some way to recover.

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    • First off, the 90% to 93% success rates are not step-by-step failure rates between successive steps of pursuing a solution. They are overall end-to-end success rates on extremely difficult problem sets that most humans would score close to zero on, and most humans with sufficient training and experience would score significantly less than 90%. And they are problem sets that grow successively harder as AIs get successively more capable. A few years ago AIs were being tested on high-school level math problems. Now they are being tested on problem sets that challenge people with PhDs. Or problem sets that humans are (so far) incapable of solving.

      Compare that to humans. How often do you think humans get it right the first time? Almost never, for sufficiently complex problems. And how often do humans get the overall result wrong, without realizing it? Also, almost always for sufficiently complex problems, or sufficiently ordinary people. And what percent of the general public would be able to get even one question right in a problem set based on Math Olympiad problems? What percentage of mathematicians are capable of solving even one Millenium Problem?

      Furthermore, you have to take into account that AIs do not particularly use output to input architectures. I frequently see self-corrections to plans when I'm developing using AI assistants, and plan changes are sometimes major. ("Oh I see. I need to revise step 4 of the plan." -- Claude paraphrased). Clearly current-generation AIs use more than input to output feedback; they also use supervisor/client strategies of AI and collaborative networks as well. And often provide self-correcting infrastructure, varying from "Claude: Oh. That generated a compiler error. Let's fix that.", to "Claude: One of the test cases is failing. Let's see what's going on.". And that self correcting infrastructure allows AIs to try again and again until they succeed. (Not unlike what humans do when solving difficult problems).

      As a member of the 0.2% (but not the 0.00006%), I have to imagine that frontier models, when applied to research topics, are using most of those 10,000 instances to investigate alternate hypotheses in parallel. Which is also something that humans do across entire disciplines. Based on my personal experience with difficult technical and commercial and scientific problems, I sincerely believe that most breakthroughs are not made because whoever made them is more brilliant than the other hundred or thousand or dozen qualified people who are working on the same problem, but are made because they happened to be lucky enough to start with a somewhat random hypothesis that luckily turned out to be the right one. In case you were concerned that this is a sour grapes point of view, yes, our team was the one that came in first.

      So even 90% may be a very big deal, for problems that human get right about 0.1% of the time. Or even for problems that AIs get right about 0.1% (but have enough instances available to pursue 10,000 hypotheses in parallel).

      p.s. Ironically, it really looks like humans score significantly less than 90% on the "is 90% good" problem.

  • > The internal models are more eager, and there is the scale difference of being able to spin up 10.000 vs 10, but to get something valuable out requires skill.

    Yeah, but the skill is knowing when it's talking nonsense.

    Same deal with the recent stuff about vibe coded Photoshop clones. Yeah, they work, but you'd have to do Adobe-level market research to understand what bar the product needs to pass, and the vibe-coders didn't have that, so they saw an image editor and mistook it for "basically fine".

    > Agents that produce good results 90% of the time vs 93% of the time are not enough of a difference. Multiplied too many times, that error rate is too high for scale to become "magic".

    Sure. However, one of the ways we see things change with, e.g. METR time horizons is that agents fail (IIRC) 10% of the tasks of some (human) duration all the time, pass 10% of that (human) duration all the time, and the rest have a random success rate you can fit to a sigmoid. As the agents get better, they still pass 10% all the time, still fail 10% all the time, but it's a harder set of questions.

    2.5 years ago, I was thinking "I know what's a fun idea for April fools day! A programming language written entirely in runes!", the LLM produced non-compiling code for the compiler. 1.5 years ago, I thought "I'll give that another go", it managed it trivially and wasn't even interesting enough to bother with as an April fools day joke, not even with the video of a Viking explaining it to you in Icelandic.

    We should probably assume the companies are 1-2 models ahead of the public, at all times. The HuggingFace incident happened about 2 months before the public got models of comparable competence.

    • > vibe coded Photoshop clones. Yeah, they work [...]

      I think what people (sometimes) miss is that building something is one part of the work, but keeping it running, developing and refining it is a whole different story. And I think all those vibe-coded software will not stand the test of time.

      Photoshop is 36 years old now and it wouldn't be the most-used, most-established solution for professionals if Adobe didn't do great work over all that time.

      Not really rooting for Adobe here, dislike their subscription models just as anybody else, but I think you'll have to recognize that they kept it running and never stopped.

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    • The public has yet to produce a result of comparable impact to HuggingFace, to my knowledge. It's not really about the model, it's more about orchestration infrastructure. Seems like we've hit the point where you don't necessarily need a smarter bot, you just need an arbitrary number of them working together.

    • No doubt the unreleased models are better at the things that LLMs are good at (coding, hacking, math) than what's been released, but there is still zero sign of their intelligence becoming broader and more general, and knowing how these models work and are trained there is no reason to expect them to become much more general unless changes are made.

      The marketing message being pushed by Anthropic (& also OpenAI) is that these narrow math/hacking/coding skills are representative of the model's intelligence, when that seems to be the exact opposite of the truth - these narrow human/super-human competencies are entirely atypical of the models more general capabilities.

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It's very true to me. Another effect I noticed in less tech inclined jobs (but still office jobs) is that they're still convinced "their" special job is not possible to automatize, because it's too complicated. Mind you some of them have really simple jobs, bordering simple data entry in excel. They tried chatGPT once or twice one year ago and don't realize what's coming for them. Since in tech circles we're the first ones to optimize and use new technologies we are most aware of the huge leaps that happened and the current impressive capabilities but lot are still oblivious to it.

  • My biggest concern isn't actually that my job can be automated (it can), but rather that the persons who need me stop valueing being right, and start valueing >being told< that they are right by an AI.

    I feel my main purpose isn't that I can technically do something my clients can't, but that I know how to interpret their needs and find the solutions that fit for them.

    Now they just query some AI which spits out >some< solution and they won't know that they are wrong until it can't even be tracked back to their AI.

    This will result in "but the computer said" excuses all over the place.

    • I think we'll see an unbelievable upheaval as companies figure out that while the technical aspects of some jobs can (and should) be automated, the interpretation of those technical aspects and other higher order, but not strictly inherent processes can't. By upheaval I mean companies closing because they replace staff with AI, and lose things along the way because of it. They won't see it until it's too late, because of the pile of money they're saving.

      My example comes from maintenance in machine shops. My dad's siblings were almost all employed in machining in some fashion. One uncle was maintenance for a local large company. They decided they could move maintenance from in-house specialists and contract that work to a multi-state massive company; anyone can follow a maintenance manual right? All you need are the proper certifications and everything is cool, right? The cost was less, and the number of maintenance staff on site actually went up. Great for the owners.

      But what they lost was consistency and understanding in the process that eventually led to closing the company. My uncle was there every day all year long for decades and could hear and feel in his feet when something was going wrong with a machine regardless of the maintenance schedule approved by the company that manufactured the machines. The new outside company didn't pay as well, and didn't have great benefits, which meant that they cycled through staff very regularly. No one was there consistently for more than a year or two. Even though they were technically following the manufacturers recommended maintenance schedule, machines went down. Machines then stayed down for days or weeks longer than they should've, because the expertise to repair either wasn't there, or the person leading the job would quit and they would have to cycle in a new maintenance person. They lost jobs, customers took work other places. 8 years later the company closed.

      There are lessons in this kind of thing, but nobody learns them.

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    • I believe that the imprtatnt bit that many will come to understand ,maybe after costly mistakes is that 'tasks can be automated, jobs cannot(yet)' one still needs the discernment to know what the sequence of tasks lead up to meaningfully.

      It kinda reminds me of the story of the Toyota process , while their car product lines were/are heavily automated the process still relies on the smalll teams on the line to spot/solve and iterarte over mistakes/inefficiences then add the refinements back onto the automated tasks.

      Similarly althose stories of radilogists going jobless have not panned out , as interpreting slieds is a 'task' that a radiologist does.

      Semantics , yeah but it does shape the way of thinkings regarding jobs/economy and not to mention the whole anthropomorphizing by the AI labs and boosters. In essence the wordings can/could introduce a healthy dose of reality/skepticism to the wildest predictions regarding job losses etc.

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    • This is already an issue I face both with clients and personally where I can say something authoritatively, but they’ll always go and just ask an LLM.

      Sometimes it’s in my favour. LLMs estimate very high prices and long timelines for software projects.

      If it’s a legal / regulatory issue it’s usually wrong.

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    • Your concern about higher-ups valuing being told they are correct vs actually being correct is exactly what I saw at my last job (one of the largest companies in the states) and now at another smaller firm. It was really disheartening because I do use qwen a lot for personal stuff and claude at work, and have been able to multiply my productivity by only having to understand a ticket and then code review instead of doing all the intermediate steps, but a lot of people have let it go full self driving and just tell it "implement ticket ABC-123 and raise a PR" without checking the output at all.

    • I wholeheartedly agree. To clarify my position, I don't think having these amazing models mean we should replace everyone, quite the opposite.

      I do think they are close enough to the stage where people will be replaced, even though it's not the right or correct thing to do, and that we need to move on from the "denial" phase quickly enough so our societies can adapt / regulate / legislate while not too late.

    • Which isn't necessarily a bad thing. Smart leaders / entrepreneurs will realize this and then use human input where required. The rest will be cleared out after the computer has made enough mistakes for them.

    • >I know how to interpret their needs and find the solutions that fit for them.

      Without additional explanation this is indistinguishable from the role of a technical product manager.

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  • As a white-collar worker, it really does seem like my programmer friends are living in a different reality when it comes to AI. They have totally restructured their workflows around AI, and I'm still struggling to find the value in it for my legal and compliance consulting work. (And I consider myself pretty tech savvy, with some programming and web development knowledge and having spent 10 years at crypto startup.)

    Even in my personal life, while I've been addicted to using Claude and ChatGPT as a first step for research/projects/etc, I'm still not convinced they are actually saving me time -- just too many errors, too confidently stated, and I have to re-do all the research myself.

    I wonder if the validation piece is easier with coding?

    EDIT: To be clear, when I say I'm having trouble incorporating AI into my white-collar work, I'm talking about producing GOOD work. On a few occasions I have given in to the temptation of using Claude to produce work that looked good (superficially), without verifying everything.....it worked out, and I'm sure others are doing it. But that scares me, because it feels like a ticking timebomb.

    • Sizing the steps matter. Disclaimer up front: we are all figuring it out as we go along, there are no hard and fast rules that fully generalize. You just need to try and develop your own feel for it.

      In my case, for some types of work - which sound similar to things you mention - I started slowing AI down intentionally. Software development, if it's something simple/common and thus "in-distribution", LLMs can zero-shot complex projects just fine. But in more R&D work, I found that errors crop up quickly and accumulate, and end result of "go and just make X" is usually bad.

      Now, the problem I found with usual workflows for this kind of work is, agents race ahead and very quickly, I can't keep up anymore. So I reworked my workflow to make AI work in small steps optimized strictly for maximizing my ability to validate the outcome, and minimize time I spend doing it. So now, the thing (say diagnosing a performance regression of some complex codebase run on a cluster) may take me a whole day, where "unchained", agentic swarm would do it in 30-60 minutes - but, at the end of the day, my method is near 100% guaranteed to be correct, with every intermediate step vouched and reusable for future work, whereas "agentic swarm" approach, that hour of work, 90% of the times I'd just skim and throw away and reprompt, because I couldn't even begin to guess which part is correct, which isn't, so in the end, it was just a fast way to waste lots of tokens.

      I see many people have complex systems involving skills, agent swarms with roles, agent factories, 20 termux panes and whatnot. Maybe that's the way, I don't know. Nobody knows. But it's not necessary to start getting value from LLMs. I therefore recommend my "lazy person's basic approach":

      - Throw a task at LLM

      - Check result, see what you like or not like about it

      - If you just can't keep up, ask it to do smaller steps; if you don't understand, ask it to explain

      - Just do that a lot, and don't be afraid to make both absurdly large and absurdly small asks

      - You'll quickly get a feel for where AI can help you, and where it's not yet worth the time handholding it

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  • Most people think that using an LLM requires no skill: it is just talking to a machine. I think it is a soft skill that only hours of practice can make you good at. Unfortunately, most of the people I know use LLMs as a search engine: their requests are just short sentences. They get basic results and either they stop there, not impressed or they keep using it as a smart replacement for Google. So they judge what AI can do from their first weak experience. Going further than that would requires more effort: going deep on a subject they know, thinking carefully about the prompt they write, more importantly judging the answer they get and pushing back.

    • I'm reminded of an interaction I had with a non-technical user. They knew ChatGPT can translate text, and so, to remove spelling mistakes from their (Dutch) text, they would first ask ChatGPT to translate it to English and then ask it to translate it back to Dutch. Mind-blown when I said "you can just say 'fix the spelling and gammar', no need to translate"

      This is the level that many non-technical users are operating on.

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    • Using LLMs well with human language requires precision.

      There are only a few professions that are intrinsically precise with language.

      No surprise we're seeing adoption in software programming and mathematics.

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    • I'm currently seeing a lot of developers and AI industry insiders that do not distinguished between the capabilities of their LLM Agent and the added capabilities of the agent harness. They think the capabilities of the agent harness are within the LLM, and in that confusion they are trying to get their agent to make them an agent harness with all these capabilities. But LLM agent harnesses are brand spanking new, how to make these harnesses are not in the training data of their agent, these developers are more or less vibe begging their agents to make them a harness, so it hallucinates the harness architecture. I am seeing a "agent harnesses" that are delusions, the these developers are not strong and experienced enough to realize they are literally doing the worst work they possibly could... And these idiots are the AI leads.

    • > think it is a soft skill that only hours of practice can make you good at Yikes

  • It's shocking to me the amount of people that confused "not automatable" with "not cost effective to automate" (which is effectively everything), and the further step which is - the reduction in quality people will be forced to bear to get massively lower costs.

    Most people are wrapped in plastic instead of cotton.

    • >"not cost effective to automate" (which is effectively everything)

      There still seems to be a wide gulf in automation capabilities and things that require human dexterity, such as doing things for the infirm. Even just cooking and laundry seem quite a bit away. I guess the original tweet does mention this:

      >Capability peaks in domains that are digital, verifiable and economically valuable.

      Driving is the most impressive one so far, in my opinion.

  • Tasks can be automated, jobs are much more difficult because a job is not just a sum of tasks. Add in needing the context of all of reality, and I am still unconvinced this will replace the most basic of jobs.

    Tasks, oh yeah 100%.

  • Or maybe AI is particularly suited to programming and a few other niches.

    • It is very good at programming. Because programming is a lot of language, and these tools were also made by programmers and post trained to be good at it.

      But I assure you it's even "better" (not really but the task is so much easier) at making your spreadsheet look nice and compare actuals vs forecast for your budget than a complicated programming task. It will just one shot it, and it will be objectively correct, all in a very short time. But these non tech people don't know they can use an agent, they have asked one question in the chat interface with 0 context about what they're trying to do, and conclude they are not good enough.

      I'm not saying everything is replaceable by AI - and by the way I don't want anything to be replaced by it, but I believe it will happen - just that some people don't realize yet how "trivial" their job is to modern models.

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    • It is particularly suited to programming. But most business processes are basically a program that is executed. Especially in modern times, where office clerks have less and less decision-making options.

  • I have a friend with a job like that and he is not being replaced not because it is Impossible but because it would be too expensive atm. But they replaced his whole team with workers south east Asia.

    • The prices are dropping fast. At some point one of the labs will decide they have a model that is good enough and they will burn its weights into silicon which will make the model much cheaper still.

  • I feel like there are 3 groups of people I regularly encounter: The first believes in LLMs, the second uses free Chat GPT, the third uses Gemini.

  • I hear stories from someone working in basically government accounting at the county level. Which amounts to low scale manual data ETL and basic reporting.

    They do rely on something that sounds like a COBOL mainframe from 40 years ago to me. They see people making the same basic clerical mistakes every year when towns and government organizations report their numbers. Like literally not being able to format numbers according to certain rules on the first try and such. Sending excel file in emails is the level of automation they rely on. They are all union jobs.

    She was recently preparing for an obscure accounting certification. There's very little publicly available information to use and at most one textbook. She was asking her LLM (Gemini?) to formulate exam-level questions instead and explain the answers. She told me it worked spectacularly well.

  • This is clearly an AstroTurf account.

    How can you tell? There’s been this in rush of accounts propping up in the past 1-2 years karma farming.

    Go away you bot.

  • If that were true their jobs would be getting automated. But they're not. So...

I feel like if the gap were so monumental that he could just point to a monument of it, rather than hand-waving at "the vertical professionals".

Alternative interpretation of the numbers; there's only a subset of productive work that LLM's are 'capable' of doing at this point. That is, work that's verifiable by a machine or doesn't require verification. Thus, the cleavage points are along that axis and-- naturally-- most human beings don't have that kind of work.

  • > That is, work that's verifiable by a machine or doesn't require verification

    That's where I'm at on the capabilities. LLMs have demolished software and mathematics because those have well-developed verification that's easier than doing the thing itself. Stuff that's more subjective they can produce good work, but with a significant error rate which makes it hard to let them loose on important client work without checking. Or rather, a number of companies are going through the cycle of trying that, having an expensive error, and reconsidering.

    Or sometimes a company can simply pass the error cost onto consumers, who are gradually arming themselves with LLMs in response. We're going to see a productivity-sapping boom in disputes.

    • > demolished software and mathematics because those have well-developed verification that's easier than doing the thing itself

      They are proving useful for the parts of those things that have that verification, but in neither case is that the whole of the field. In maths, for example, we have seen LLMs find answers to some interesting problems/conjectures, but haven't yet seen them pose any similarly interesting problems/conjectures themselves because the criteria for a "good conjecture" are unclear whereas the criteria for a resolution of an existing conjecture are usually supplied by the conjecture itself.

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    • lowering the cost and speeding up delivery will mature technology in other fields leading go the disruptive verification that ai needs

  • The swarm-based HF hack, and the observation that 40-50% of the compute at AI labs goes into training the next generation of agents, doesn't count?

    We're all over here using agents to code projects that used to take weeks and feeling pretty good about it, and they're using agents to build the next generation of frontier models — an order of magnitude more complex problem...

    Whenever someone finds out how to apply this level of agentic sophistication to a problem that actually matters to consumers, then you'll have that monument that everyone can see.

    • > Whenever someone finds out how to apply this level of agentic sophistication to a problem that actually matters to consumers

      Isn't this a massive alarm bell? That the capability hasn't done much for consumers yet that isn't basically toys? Although I suppose the pitch was always B2B "you can automate away your expensive white collar workers" and it's not clear how widespread that is actually happening.

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    • What is the incentive to try? Any such application, if profitable, would immediately be replicated. If one person can use agents to do something profitable, anyone can use agents to easily copy it. Hence you have Anthropic locking down their models and removing features customers can access, to try and protect their own slim advantage.

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    • With this stuff I immediately wish I was more economically literate. Bare with me. Let’s say one of these labs can use agents to replicate work otherwise done by humans. This proves that anyone with agents can eventually do this, unfortunately I don’t think its a moat like a platform (like facebook) provides, given that everyone is leapfrogging each-other constantly. Thus, it kind of becomes a commodity / low margin business?

      Depending on the type of output, the value immediately (?) goes to the electricity cost of the LLMs and the cost of materials. So: more “efficient”, but without a big margin, right? So its cheaper for the workers that remain working, other workers are displaced, and capital owners now have a super slim margin business which can be instantly replicated at a place where material cost are lower (?).

      Thus, it almost seems like “value add” by humans would in this simplified view be vastly diminished, and all that remains is resource wealth. Pop the materials in on one end and let the AI manufacture the product. Great news for the third world assuming the USA doesn't invade them.

      Also, whose the consumer? Or are we going back to a strange medieval time where consumers are not of concern?

      I don’t know what to think

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    • Maybe raw intelligence is not the bottleneck for what can be accomplished with the current data available in a form agents can access it?

    • > The swarm-based HF hack, and the observation that 40-50% of the compute at AI labs goes into training the next generation of agents, doesn't count?

      Most peoples jobs do not involve hacking other services in large scale fuzzing/whatnot attacks.

      > Whenever someone finds out how to apply this level of agentic sophistication to a problem that actually matters to consumers, then you'll have that monument that everyone can see.

      It does not seem to me that tech industry or its investors care about consumers even a little bit. Consumer preferences dont matter once you have enough or raw economic power, I guess.

  • My take as someone one tier out of the groups seeing AI going vertical (so I only watch it go up on a high exponential): the escape of "AI can do only automatically verifiable work well" and "AI doesn't have judgement" is a mirage, that will shatter within the year. AI already has better judgement than many senior people in some tech domains, on top of better skills, and I see absolutely no reason to believe it won't be able to deliver end-to-end solutions with no human involvement, that are more correct, robust and efficient than they would be if humans were allowed to weigh in.

    I also see no reason for that to not generalize into every field of human endeavor.

    You don't see a monument to vertical because its construction is bottlenecked on the time it takes for companies to form around it and start executing. So it's few months out still.

    • This weekend I had some time with Opus 5.5 and GLM 5.3. I went over some findings in a library of Claude Mythos 5.1. These were minor, low-severity bug fixes and Mythos provided a PR to address them. Its PR was functionally correct. I still spent ~5 hours looping over them until I was really happy, even though a fully working PR already existed.

      Some of the differences were:

      - Mythos recommended salvaging damaged labels. I pushed back: data whose structure is broken shouldn’t be trusted

      - My simpler more readable test caught a regression that Mythos’s more elaborate test missed

      - Mythos allowed invalid values, citing real-world data that I could not reproduce, while I decided to follow the spec

      - Mythos kept the old error types. I made every kind of malformed input raise the same error, and accepted a small, documented breaking change for anyone who relied on the old ones

      Overall, I much preferred the final version of my PR to the initial draft Mythos provided. However, getting there involved quite a bit of time messing around with the code, as well as some back and forth with Opus (which was valuable).

      This is a recent example that matches my overall experience working with current SOTA models (the ones mere mortals like me have access to).

      TL;DR: I don’t think AI already has better judgment than (most) senior people. Obviously, that might change with future models. But that’s a hypothetical scenario. It might as well not change anytime soon.

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    • do you really want AI to make life and death decisions? do you really want that power concentrated in the hands of the few who own the AI systems?

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    • Last week I was dealing with a bug where we were triggering some behavior in a service in all requests when actually we really shouldn't be triggering this behavior for one of our callers. It just so happens that this caller sends a unique flag to the service.

      The suggestion from frontier models was to have our service check for this flag and use that to decide whether to trigger this behavior, even though the flag had nothing to do with this behavior semantically. I'd expect this from a junior engineer. Correct now, but almost surely to cause a bug in the future as the codebase evolves.

      These tools are incredible and can achieve things I would never have imagined five years ago. I have yet to see their judgement exceed mine.

    • >AI already has better judgement than many senior people in some tech domains, on top of better skills

      It has better judgement in math and coding, which have infinitely generatable training data; if you ask it a domain-specific question about something like sales or marketing, its answer is often horrendous.

    • > "AI doesn't have judgement" is a mirage, that will shatter within the year. AI already has better judgement than many senior people in some tech domains

      No offense, but if you noticed it has better judgment than you, consider that you might not be a "senior people in a tech domain"

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  • Right, if they want to sell AI as being human level, outside of a couple of narrow domains (math & coding), then how about using AI to build something that actually demonstrates that?!

    It seems that every time they try to use AI to do some real world task like manage a vending machine, then it falls flat on it's face.

    The first time DeepBlue beat Kasparov, or AlphaGo beat Sedol, I think everyone got it - we're got a machine that is superhuman at Chess, or at Go. We didn't need to see it beat 100 other people to get it. Yet people at OpenAI think we are so dumb that we don't get that they have built a DeepBlue for Math, and that they need to show us another 100 examples to hammer that point home.

    So, next time, OpenAI or Anthropic want to try to impress us with how smart their models are, forget the math, forget the three.js animations (we get that too), and release a model that can do something more useful and not just "here's DeepBlue beating contestant #100".

  • The first two points Andrej says are the cause of the funnel seem to be pretty much the "alternative explanation" you share.

  • Idk, there are entire categories there he doesn’t touch upon, which may be indicative of his own blind spot.

    Coding - of course I use LLMs at this point, and as he says in the past year it has gone from “ok nice try robot” to “build me a BI tool”, and being pleased with the outcome.

    Outside of coding my major use case is organising the chaos of a complicated life. I currently have it managing (including comms and form filling) the import/export process for the international move of a pet, managing pricing on my Airbnbs (dynamite - massive revenue boost) and giving me a weekly performance report, coordinating and corralling documentation for the humans for said international move, and being an extremely dogged advocate/personal assistant in a commercial dispute, which it has won.

    The use cases are honestly exploding. I’m kinda at the point where next year’s multi jurisdictional tax returns are probably going to be “yo machine, file my taxes, let me check your work before I hit submit”. The year after next, without doubt.

    And just to underscore the comprehension gap… I’ve been doing this stuff for much of this year now, and two days ago my wife ran to me in a panic saying “your computer has been hacked!”, as she happened to notice one of my agents filing Airbnb documentation with the U.K. government in chrome, and had no idea agents could drive a desktop.

  • I a common monument is: "I need to wash my car. The car wash is 100 meters away. Should I walk, or drive?"

    The general public has heard of this, tried it on free tier AI, and uses it as an example of how dumb AI is.

    Anthropics cheapest tier paid AI, on lowest effort, gets this right.

    • Sure, they fix these embarrassing things as fast as they get pointed out.

      Today I gave a free tier AI a photo of a burning ship posted on Twitter, and asked it to confirm it was an oil tanker. It said no, it was a bulk grain carrier, and gave a specific ID. I pointed out that the bulk grain carrier it had identified was painted black, not red (like most liquid carriers) like the one in the photo (as well as other obvious differences).

      That is just one example. The free tier models continue to make very dumb mistakes all the time. Maybe the top secret models, too dangerous for the public, are able to distinguish a black ship from a red one. Who knows.

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It's the obsidian story once again.

Assume we've settled near a volcano recently and you start seeing ornate jewelry being sold on the marketplace for the first time, shiny colors, straight edges. You like them, gift them to others. That's your average ChatGPT user.

Over time, you see these rocks being attached to the tip of a spear and other tooling. People report performance improvements while farming, cutting, but many also caution that these new sharp rocks can kill people. These are your IT people using AI agents at work.

And over there, on top of the mountain, in secret caves, there's a new religious order. They claim to use these stones to predict weather, heal diseases and prophesize about the future. That's your frontier lab people.

When will all this be over? Never, though in time the knowledge will eventually dissipate. When Iron Age leaders were able to hand out iron swords in bulk to their armies, people definitely learned how dangerous these are, but later it didn't stop people from using iron in building construction and railways eventually.

Let's just hope we don't need many civilization collapses to jump through these ages this time.

And one bonus question: Does the blade really incite to violence, or do you just want to destroy stuff?

  • That's not how it is. You cannot have a business with workers while your product is able to replace workers wholesale. You would not be a business in the classical sense, you certainly would not make or need any money, and you would not have employees.

  • I think this metaphor works very well for tools and technology.

    However AI is more than that. I don’t think we ever had scalable autonomous “intelligence” and this is where a lot of old analogies about technological progress break down.

    I think, at least.

  • I wish people stopped making up historical claims in order to create analogies with made up past.

  • Regarding the bonus question: The AI cultists seem to explicitly want to destroy stuff. Including our social order

It just reads like vagueposting about how capable internal models are. We've been hearing this for a while, yet each model that's actually released is a modest increment on the previous. The boy keeps crying wolf.

  • We must have lived through a very different year, but either way, the capability being referenced (agent swarms with message passing) is not released, and it remains to be seen if it will ever be released. This is because of the very obvious issue of cost. Mind you, this is neither the primary nor the majority point of the post.

It all sounds good and he is on the right track but the elephant is not that. The problem is that ordinary businesses do not see ROI from dumping cash on this direction. If someone wanted to have similar access to models as internal folks in these companies, then you’d need a bit of cash to run such swarms of agents, not to mention people who would know how to do it. Another thing is that you’d need your own frontier models deployed in the place where the inputs would not be exposed to a third party, as it is important to feed the internal private info to reason about. And if you are like me then it is a constraint of capital and people who want to invest in you that is also a factor, why would they invest in you when openai/anthropic will be able to copy your ideas in a few months?

  • A lot of SAAS is easy to duplicate but not a lot of it is. The barrier is market/mind share. Something like Slack is easy enough to duplicate that many companies did. But everyone still uses Slack because that's what everyone is familiar with.

  • The economics part is the one I feel the biggest disconnect in the Tweet.

    If teams had the same level of access as the "top 5000", you'd see different use cases proliferate. Same as we see an explosion in productivity when we advanced public education (more people can read, more people can contribute, more talent is discovered), same as we see an explosion in creativity when we advance distribution (from 3 broadcast channels to cable to streaming), same as we see gains in athletics with population size and diversity.

  • the question is how much of this inability to realise roi is technology vs skill. i have plenty of clients who drop 10m on an enterprise transformation project but couldnt (currently) manage the power a 10m nvidia rack would give them, its only a matter of time before they can or their competitors can.

Claude Code accelerated this divide. Programmers using Claude Code realized that giving LLMs access to a terminal made them feel 100 times smarter. Access to Bash, CLIs, and the ability to visit websites without the many restrictions made them powerful.

Meanwhile, the average user was still using ChatGPT, which probably felt like it had plateaued over the last few releases. The real power of these models became apparent when paired with a terminal. Agents like Muse and OpenClaw are now attempting to bring that same Claude Code-like power to everyday users through a simple chat UI.

  • for a lot of things ChatGPT has 100% plateaued, especially if you are just using it as a "better Google" search engine. ChatGPT still makes mistakes, makes things up occasionally, etc. that's the whole jagged frontier thing. what recent LLMs have truly achieved breakthrough in are fields that have results that are relatively cheap to verify, such as maths, coding, etc. so people outside of these fields will have disconnects with where LLMs really are right now.

    also very important to note that the massive increase in capability in these fields doesn't necessarily immediately translate to increase in productivity. because the code and math proofs these LLMs write are legit _alien_ to us. if you just want code that do something (e.g. a port of Bloodborne that runs on PC), then they can do it. but if you want something human can understand and maintain, that's going to be a nightmare. and that'll surely slow down adoption.

  • A terminal also tells the model when it failed. Exit code, stderr, a stack trace. it reads that and tries again.

    The apps normal people use mostly don't. I spent two years building agents that worked inside people's gmail and calendar, and the failures that hurt all came back as 200 OK. - Slack puts {"ok": false} inside a 200. - Google ignores query params it doesn't recognise, so i sent max_results instead of maxResults for weeks and every filter was silently dropped.

    The agent says "done", the user finds out later, and they stop trusting it. So i think part of the gap is that agents look a lot dumber when nothing tells them they got it wrong.

    • Hmm, that's poor API design. If the big companies can't standardize their inputs and responses, then the small projects aren't going to either. Sounds like there are lots of small issues like this that will roadblock AI-powered automation for some time.

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    • I wonder if in response to this companies like google will build a sort of agent facing layer to the app in question. So rather than you building an agent to attempt to wrangle pupeteer to click css elements as a user does, it calls some apis google exposes to certified gemini user agents and these contain exit codes and can be run as script like instructions not e.g. the shortcomings of browser agent based methods such as having to wait for all content elements to actually load and the obfuscation arms race some devs have towards exposing these elements towards headless agents.

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    • > Slack puts {"ok": false} inside a 200.

      I found out due to a live bug that Apache strips out the response body for 5xx HTTP codes for security, and it's not configurable, so you can't use any of those if you want to return the error message to the user. Don't know what else might do the same, so nowadays I only use HTTP error codes for protocol-level issues, and application-level issues all go into a 200 OK with JSON just like that.

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The 1%ers are in the vertical, but the question is vertical to where?

It needs to a potential field with practical, economical, "real life" attraction well. I.e, robotics, real economic efficiency gains, manufacturing novelties.

The worry is that the 1% is attracted towards a non-practical money hole. I.e: Token burn for the lols, sophisticated software systems that dont provide actual value outside of giving NVIDIA cash.

  • he's just trying to say we're in a cool kids club and you ain't in it, without specifying what the cool is about

    • I'm normally not the cynical type, and I am appreciative of Karpathy's efforts to educate people on developing language models, but this is exactly how it reads.

      Every once in a while, everyone needs to touch grass.

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  • It is fine as it is to make a boatload of money. All they have to do is seed ads into it. Look at how much money social media brings in from that model of "free/useless product" as flypaper to bring in eyeballs for the real money which is ad revenue. Adsense 2.0.

  • Vertical on the curve of throwing money away for a share of the pie, but if AI gains are zero sum, then all parties will end up spending their profit on AI to fight each other, just like most companies spend more on marketing to acquire customers than to deliver their product.

Most professional engineers, especially those in electrical or communications, have the tools to understand AI.

I recently started trying to understand how AI works. It turns out that I wrote an "AI" in the late 1990s without realising it. The "AI" was an MMSE (minimum mean square error) radio receiver for CDMA.

This receiver consisted of an FIR filter (mathematically a linear combination) with trainable coefficients (weights). The coefficients started with random values. A sequence of known training symbols (tokens) was fed in and a gradient search was used to adjust the coefficients to achieve MMSE. The unknown data to be received (classified) followed the training sequence, at which point the training was turned off and the system ran as an FIR filter. Once trained, the FIR was a matched filter.

In AI terminology the above is now called a "layer". Current AI cascades multiple layers, in which case you need to pass the output of each FIR/layer though a non-linear function. If you don't have the non-linear functions at the end of each layer the multi-layer system is mathematically equivalent to a linear combination, which could be implemented with a single layer, losing degrees of freedom.

I write this because many electrical/communications engineers probably know how AI works, but don't realise it.

My still incomplete understanding is that LLMs are "just" a graph of connected layers. More complex that the above MMSE receiver, but trained and operated in the same way. The smarts in AI are:

1) Arranging the layers and the connections between them.

2) Having access to the right training data

3) Having the computing power to perform the gradient search (aka training)

My point is that most professional engineers already have the knowledge to understand AI/LLMs, and potentially already do know how they work but don't realise it due to a difference in terminology.

  • This is like saying with chemistry, amino acids and human DNA you now have the basis to understand human culture.

    The problem is one of complexity, the whole being greater than the sum of its parts. Electrical engineering creates a thinking that is opposite to what you need for understanding biology or human culture.

    This is relevant because LLMs have basically swallowed all written human culture. Engineering is about creating parts that interact in a clean, well-defined way, like a MOSFET transistor or a REST API. The goal is that that when you combine the parts, and they all operate within specs, you can still predict what the whole system will do.

    So saying LLMs are just a step away from the Pereceptron (or an equivalent filter) is mathematically true, but almost useless. It's like saying that a modern 3D game is basically just transistors, logic, CPUs and memory, nevermind the pattern in that memory or how it came to be. You really can't ignore all the cultural inputs and feedback loops if you want any kind of useful understanding what this thing is.

  • I would agree that a decent EE major is equipped with knowledge sufficient to grasp both Transformer architecture and gradient descent training. However, these elements do not fully cover the key parts of modern AI systems and also are not enough to predict the AI capabilities. You have to account for reinforcement learning from human feedback (RLHF) and with verifiable rewards (RLVR) which are crucial elements of the wider model creation/training process. These do not have obvious analogues in other engineering disciplines, but are still within your grasp if you are decent CS/EE/adjacent major. The issue is that you still can't deduce end result AI capabilities from first principles. You may have prefect understand of y = softmax(QK^T/sqrt(d_k))*V and it will give you no clue of the effectiveness of a given AI model. The range and complexity of training RLVR tasks may hint at the model capabilities, but the final results are very much emergent.

  • Dropping in to mention belief propagation networks, those things are likely being used right now by the modem on whatever device you use (WiFi or Ethernet, both use it!), and are surprisingly AI-like.

    • As used in LDPC decoders?

      My gut feeling is that the AI field is eventually going to discover how much overlap it has with information and communications theory.

      Question to any AI researchers out there: Can a layer in a trained AI be treated as a form of "matched filter"? Is that a concept that is used in the understanding AI: to view it as a cascade of matched filters? The next question is "what is it matching?"

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  • There is a lot of terminological confusion in the field. The fundamental difference is about how the "AI" learns. And who, if at all, supervises the learning.

    Some systems are fully formed AI. Often based on heuristics. Humans have encoded the rules into the system. Others do limited learning based on pattern recognition. Still others learn based on tagged data. And LLMs don't need even that. In a stream of N tokens, the trainer has access to K+1 when it is training a model that knows 1...K and can check if the prediction was correct.

    AI literally refers to any artificial thing that feels intelligent to us: does some thing a simple bash script will not. Your rules based chess engine is AI. The bot you compete against in single player Age of Empires 2 is AI. DeepBlue was AI.

    ML is where things become interesting because we teach machines to learn.

    NN is where we borrow terminology from neuroscience and create "neurons" that learn.

    DL is where we stack neurons deeply in layers.

    I am trying to make sense of all this myself.[1] So I am building a curriculum for it as I learn. So much of the teaching material in the wild revolves around torch. Makes it useless if you want to peek inside the actual machinery.

    [1] https://bhashika.org.in/logs/2026/an-ml-curriculum

    • > we teach machines to learn

      I feel like this statement is too anthropomorphizing. We don't teach a computer anything. We write normal computer programs that can process data(training), turning it into what is essentially a configuration file(weights/parameters) for another normal computer program(inference engine). Upon receiving a request, the inference engine is invoked and passed the input, then it processes that input and its configuration(weights), producing an output. "Thinking" is just feeding the output back in as an input, allowing the model to revise it and refine it before it's returned to the user.

      There is no teaching, nor learning. There is just data processing. There is nothing happening between requests to the inference engine. It's a relatively simple system altogether, but when the training data set is large enough it produces unbelievably good outputs.

      With this in mind I really don't understand how people think these programs can be conscious. They're not doing anything fundamentally different than any other computer program. It's just crunching numbers. You might as well argue that a computer game or 7zip or a chess bot or whatever is conscious.

      I know you specifically didn't claim they're conscious, I just thought it was worth mentioning because I think it's ridiculous how many people will seriously argue this as if there is any difference between "ai" and other programs. There isn't. It's just a set of instructions for doing computation, as computers have always done.

      3D rendering is actually quite similar. There is a bunch of files (input/configuration) describing 3D meshes, textures, lighting etc which are fed into a rendering engine which processes all that data and turns it into a 2D image. Similarly to AI, once the input files are sophisticated enough, this can produce mindblowingly realistic and beautiful images, and you can run it in a loop to make video or make it interactive, moving the camera around in real time etc. But at the core of it all is just a bunch of files containing a bunch of numbers, and a program that reads those files and does computation with them.

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  • Even if the model is simple, it is happening at a scale that is producing alien results. You understand the basic principles, but that doesn't matter: you, well rather no one, understands the final product.

  • This is interesting way to look at FIR filter and tuning parameters. never thought of it like this.

  • The difference with your FIR matrix and a deep net matrix is the latter generalized to trillions of parameters i.e. a trillion dimensional space to approximate general, computable functions. The machine learning ideas are fundamentally the same at a high level, just the architecture (nonlinearity whereas in engineering we prefer analyzing linear systems) specific details and tricks and such.

    In fact at least at Berkeley a current professor teaching deep learning is a signals expert (Prof Sahai), his lectures are on YouTube.

  • This is like saying you understand the basic principles of internal combustion engines.

    Sure, that gets you some level of understanding, but in no way prepares you to be even a mechanic, far less an engineer, let alone a researcher/engine innovator.

    • Tbf OP said they have the tools to understand what was going on, not that they could build a model to compete with OpenAI tomorrow. EE (especifically DSP and communications) uses a lot of the same building blocks as ML so yes it does prepare you.

      You are right in that the emergent abilities come from humongous amounts of training data and compute which only a handful of companies (and the people working in them) deal with today. I'm sure there's a lot of secret gotchas which only arise at a certain scale so one cannot self-study for them. Companies also guard these wherever possible because of economic incentives. But that applies to most other engineering disciplines. You can take a course in civil engineering and have enough knowledge to reason about why a skyscraper will not fall apart in the wind; doesn't mean you have the ability to build one.

  • Sounds interesting. How did you back-propagate the coefficient gradients? Just tweak them one at a time, or was there a global algorithm that worked on the whole filter at once?

    • From memory the entire filter was updated in one symbol period (ie. global)

      The symbol rate was 1Msymbol/s and there were 66 taps. The circuit (in an FPGA) ran at a clock rate of 66MHz. In each symbol period the error was calculated based on the output symbol, then an iteration was done over all 66 coefficients, using the error to update them.

      Edit: I also remember that to make most efficient use of the FPGA I figured out the minimum precision required in the maths whilst preserving convergence. It was a 4-bit mantissa plus an exponent (3-bit or 4-bit exponent, I can't remember). It's interesting that today's AIs seem to have also figured out that things still work if 4-bit floating point is used, though that is 4-bits including the exponent?

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I said the other day that I feel like I’m the edge of a wave that will (probably) make its way to the “general public” in time and I don’t know what it will look like when it does. Will “normal” people be able to create what I’m creating today in XXXX time? Or will it be another case of “everyone can cook but people still go out to eat”?

The build vs buy decision has been turned on its head for me, but it’s unclear if the “normal” people will make that same decision or be capable of leveraging the tools the way I am.

  • My experience has been that most people don't even understand what computers were capable of before LLMs; I work in a chemical company, and I can count on one hand the number of people who knew SAP has GUI automation built in.

    Don't even try to explain that "copy data from X program to Y program" is something computers should have been handling for the past 20 years. It's been someone's job the whole time.

    We haven't cleared the hurdle of "Processes a 100 line python script could automate in 2010", I don't think most people will be leveraging LLMs to their potential by any stretch.

    • That's very true, and I think you are probably more right than I am (in thinking this ability will _not_ be evenly distributed).

      I do wonder what happens when:

      "Help me find a tool to do XZY" is responded to (by an LLM) with "Here are a couple of options but I could also build one for you...". But at the end of the day no everyone wants to be a "Builder" or manage it. They are happy to exchange some money for someone else to handle it for them similar to the "everyone can cook but people still go out to eat" concept.

Don't think the 0.2% really are in agreement that "large, complex projects that used to take them weeks/months can now be completed by agents with a prompt".

The divide seems to be between people who think you may need to understand the codebase for maintenance, potential future token costs, optimisation, code erosion & being wary of the assumptions/mistakes that they have seen LLMs make, and people who don't review code and are confident that the AI has made no mistakes and will be available for next-to-nothing forever.

It's certainly allowing the latter to move fast... but will their clients be happy if/when they break things. We'll find out soon, I'm sure.

  • It's not that we're assuming the AI has made no mistakes. It's that we're confident in the general capability of the models such that we're willing to accept it'll make some mistakes, but working together with it, we'll still achieve our end goals.

    I presume you also know your own code has mistakes, too? You wouldn't refuse to even look at the code of a colleague who has ever made a coding mistake, would you?

    • My colleagues write 10x less code for the same tasks (when they don't (ab)use AI) and don't reach past abstraction boundaries so that it's possible to actually reason about and review their work. When the problems get hard, they apply more care and attention to detail. Even if LLMs had the same bug rate per SLOC (IME it's higher), and even if those bugs were the same severity (IME they're worse), you'd still expect 10x bugs just because they can't be arsed to write a reasonable amount of code.

      Almost all my code nowadays is AI-written, with me just contributing the concurrent data structures, a good spec, and some review and touch-up. I'm not _that_ much of a Luddite about this stuff. I'm not blind either though. Your "working together" comment does a lot of heavy lifting when arguing against a post saying that leaving the LLM to its own devices is a bad idea.

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    • This is a different argument from Karpathy's prompt-and-forget one.

      I personally have had good success with using agents as virtual pair programmers following some simple rules for how to make that process productive, but that is a very, very different approach. One that recognizes that both humans and agents are prone to errors and attempts to mitigate the problem rather than expecting it will magically work out through the power of AI.

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    • > You wouldn't refuse to even look at the code of a colleague who has ever made a coding mistake, would you?

      Not sure that is the position you're arguing with. I would refuse to skip code review for any colleague, no matter how trustworthy they were. This is the behaviour we are expected to accept to get productivity gains, when the colleague is an LLM.

    • That's not really my point... my point is that it's an unsettled debate between speed and caution, and devs are not unanimous on it, unlike the claim of the original post that seemed to think everyone was reporting the same gains.

      The divide with developers at the moment seems to be about people who believe in review & are being cautious (who are not seeing major time gains according to all reports I have seen), and those who trust it to be able to fix things forever and will no longer have to worry about understanding the code, so are happy to atrophy those skills.

      Yes, my code will have mistakes, and I'll use LLMs for some tasks. I also review and have a mental model, which means I can easily fix them, no matter what happens in future with AI. Reviewing also means I'm seeing the limitations and common mistakes of LLMs.

      A no-review approach will be far faster than this, obviously, but if scbench.ai is still true on the frontier models, it may come back to bite people when they have no idea how it works and the context becomes too big to maintain.

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    • Last week, on my pet project that I am using a harness to almost entirely code (so I'm by no means a Luddite), it/Astra decided to dump ALL application state into a single row+column in SQL as JSON. That is a mistake that I would, and a completely new grad, would _never_ make. It is profoundly incompetent.

      This week it did it a second time on an unrelated project.

      "Some mistakes" is putting it unbelievably lightly. It is shitting out complete and utter garbage, and if you think it's doing a reasonable job (or a job that can be fixed later by a more powerful model), you're either not paying much attention, or your own ability has already heavily atrophied.

      Karpathy put it well: "gap of understanding of LLM capability," but he's seemingly in one of the less fortunate groups himself.

    • Imagine if other engineering disciplines just started accepting that everything they built or worked with would be only 98% correct.

      Over time, the errors don't "work themselves out together," they compound. Everything would stall in a mess of unreliability and chaos.

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    • I don't quite get what's the argument you're making here. What's in contention is whether or not the 0.2% is in agreement.

      Are WE the 0.2%?

      Because if not, what's the point talking about the merits of AI's competence in of itself? Accomplishes nothing, we're he outsiders. And if we are, then either you're fishing for disagreement and the post you replied to is actually correct, or you get unanimous support to your statements, and establish... Nothing, the in-group could be delusional in a way that does not actually function as an argument against the whole "So where's the software? We're the AI led market disruption instead of the AI-led shovel makers?". The punchline was about the clients being unhappy.

    • This attitude is exactly why AI bros don't make successful software lol. "Where's the software?" This. This is why there is no software.

      Modern software development practice is built around that humans do make mistakes. Frequently. You don't cross your fingers and hope for the best, you assume it will happen and you put processes in place to prevent errors, catch them early, and make them easy to recover from.

      It is a for-real science.

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  • I can do a project that took me weeks/months much faster now as long as I don't have to involve other people in the decisions.

    • This. So much this.

      Are AI models incredibly powerful tools? Yes.

      Do they have the ability to telepathically sense what the various stakeholders in the development process actually wanted? No.

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    • I feel like this was always true to an extent, now product and design are just more tolerant of it because leadership is cracking a whip over their heads because things are supposed to be much faster “because ai” so things like pixel perfect hand offs, adhering to existing design system, making sure you are aligned with the brand, copy is reviewed with marketing go out the window. Now everything is shipping in hackathon mode with an eng driving decisions they really should not be.

    • Even projects that you could have done without having to look anything up?

      In my experience, it seems to mostly save time on things you don't really know that well, whilst depriving you of the chance to learn new things.

  • You can do both. Or, at least, a lot of us can. It’s not like SOC2 auditing just disappeared suddenly. If you have figured out how to use it effectively, AI is enabling things that were previously impossible for resource constrained teams.

    Just like everyone thinks they are a “good” driver, everyone thinks they are a “good” developer. But programmer productivity existed on a bell curve of talent, multiplied by one’s experience, thrown against the rocks of how terrible your legacy code base was, then finally dragged down by the incompetence of some of your terrible coworkers. Most of the code humans were writing was substantially worse than what Astra generates. And Astra is -ballpark- 500 times faster. It’s worth figuring out how to work around some of the sharp edges.

    OpenAI had to throttle sales and was able to raise their prices.

    Yes, many adjacent tasks have become slightly more difficult. I’m sure people who rode horses missed them when we transitioned to cars. But, if we built an entire physical infrastructure at a national level to make that technology useful, I suspect we can get people to learn enough about software architecture, CI/CD, and QA best practices such that AI built software is actually more reliable than human built software ever was. Some of us are at that point today. Indisputably.

    Yes, you have to review the code. But serious developers already had to do that anyway. Now the code comes with annotations (if you build the right tool) and it’s nearly always perfect.

  • Also:

    > This has all happened very quickly and recently - less than 1 year ago, I was writing code manually by hand, typing memorized computer code commands into a code editor character by character, occasionally pressing Tab to autocomplete a little chunk of code.

    This made me check if the tweet was really from 2026. Or maybe OpenAI/Anthropic practice much less dogfooding than we think?

    • Opus 4.5 in November of 2025 was the first model that would save more time than it wasted for an experienced developer. Everything that came before was a cute parlor trick. Sometimes it could complete a function without shitting the bed, but mostly it was just an annoyance creating messes you'd need to clean up at least as often as it did the right thing.

      If you weren't mostly writing code by hand a year ago, you weren't writing very good code.

  • The most subtle thing to me is who has stake in the game. It is true that humans make mistakes too, but they would generally strive not to damage money-generating software/hardware infrastructure. If we remove all they people that actually understand how the system is working (up to a level of abstraction), how will the ambitious PO (or whoever is driving the AI) be safe from ruining the whole thing or simply landing in a deadlock situation where one agent wants to make the change (e.g. dev agent) and the other agent is refusing (QA agent)? I guess we are still trying to find the right level of abstraction and only evolution will show where it is.

    • Maybe AI development is partially so popular because to some people that situation looks the same regardless of who is writing the code.

      Meanwhile I'm looking at code that frankly does a bad job of showing why it even exists and nobody involved can tell me why. But it does something vaguely similar to what a prompt said it would I suppose.

  • All of these arguments can easily be restated to apply to pre-AI coding, too.

    Lack of complete understanding will continue to be a big problem, but I'd bet things will be net better off than before AI, because each year will give us LLMs that are better and better at good engineering, architecture, and design decisions.

    • A big problem for whom? The AI providers? If people don’t have a use for AI stuff that’s fine

    • Why so sure they will get better and not just plateau? They seem to be doubling in cost each time with less notable gains, the economics seem increasingly shaky, and potential problems with model collapse and context window size has not been solved afaik.

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  • > will be available for next to nothing forever

    Most people using it for work already pay API rates, and even if you claim API rate inference is not profitable for the frontier models the best open models are still very good, and those are surely served profitably.

    This argument is no longer true.

  • reality is if you created proper spec and had code reviewed by alt frontier model at high reasoning it's pretty rare to find bugs they missed.

    • I deal with bugs frontier models made literally every day, and people are making specs. You have the escape that "maybe they weren't proper specs" but this is a no true scotsman fallacy.

      We have a continuous process of updating skills, specs etc to try and avoid all these bugs they write, give them context about why its the wrong thing to do.

      This process is actually a lot of work, continuous, and can likely continue indefinitely.

  • > Don't think the 0.2% really are in agreement that "large, complex projects that used to take them weeks/months can now be completed by agents with a prompt".

    If you are at the top of field with unlimited access to the best (public) models then yes, you will agree that this is the case.

    > The divide seems to be between people who think you may need to understand the codebase for maintenance, potential future token costs, optimisation, code erosion & being wary of the assumptions/mistakes that they have seen LLMs make, and people who don't review code and are confident that the AI has made no mistakes and will be available for next-to-nothing forever.

    This is not the real divide, it’s the divide you want to exist. The real divide is something along the lines of intellectual curiosity, capability, and confidence.

    > if/when they break things

    Idk man. I’m one of those guys who “doesn’t write code anymore” since early this year. Nothing is breaking. If anything the chance of things breaking is shrinking dramatically, with both the enormous growth in tooling to support agentic software development (where I work, this mainly really good AI code reviews that catch so much more than human reviewers ever could), and the improvements in the models themselves.

    Sorry, but the fantasy of all this coming crashing down is just never going to happen. This is just how it is now, and all the structures will continue to adapt to support it even better.

    • Boy, AI chuds sure love inserting the language of inevitability into their cute little polemics.

  • Yeah, if anything my trust in the value of these tools has declined over the last few months. It's very good at doing the bullshit parts of my job, and utterly useless at doing the things that actually keep me employed. That was the case a year ago, it still is the case, just now people are filing tickets with it containing 18 paragraphs of meaningless technobabble.

    I see the overall effect on productivity as a rounding error. More stuff is happening, but for every improvement in my productivity there's some fuckass slop machine clogging up some part of a system that worked just fine a year ago.

  • > It's certainly allowing the latter to move fast... but will their clients be happy if/when they break things. We'll find out soon, I'm sure.

    I recall tales and legends of consulting firms, whose consultants would parachute into any project, put together in record time the deliverable that met all requirements, and say goodbye until a new expensive contract was drawn. And then internal teams would spend an eternity fixing the ungodly mess of testless spaghetti code.

    That has been the reality for over a decade. How come this is a concern with AI code assistants?

  • This type of sentiment made sense a year ago. It's a joke in the age of Astra and Opus 5.5.

    Of course you can accomplish in 3 hours what used to take weeks.

  • I keep hearing about this "when things break" argument, but things broke all the time with humans writing code too, if anything it feels like it's getting patched faster.

    Look I loved our field, functional programming, etc. But the field as we knew it is dead, and if you think that your work is anything but providing new tests/edge cases and occasionally providing some guidance, you're in denial.

    • > the field as we knew it is dead

      As someone whose world used to revolve around this stuff, I agree completely. For all intents and purposes, what I thought was my career is gone. Sure, it's always been about solving problems but not like this. The problem is that the future hasn't been evenly distributed. This is going to be one long drawn out funeral

      1 reply →

    • I'm thinking scbench.ai, and the fact that future token costs may become more prohibitive to just use it for everything.

      For me, the middle ground is review and keeping a mental model, not never using LLMs. The "Anthropic are our friends and will never fuck us over!" seems pretty naive.

      There are ultimately a lot of unknowns at the moment, and it is simply too soon to know if giving up understanding your code base is sensible. People (influencers) have only been saying not to bother reviewing for about a month.

      Also, so many vibe coders don't seem to know that you need to keep third party elements patched.

      1 reply →

    • Lol, “functional programming, etc” is a great line. I would dismissed it as some lazy handwaving usually, but from a longtime account it reads very wry.

      Definitely the best comment I’ve read from the demoralization patrol in a good while.

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    • People keep talking about AI slop but then I go maintain our largely human written code base and it's like worse than any slop I've seen from my AI usage. This is with code reviews, tests, and a supposedly strong engineering team.

      That said AI feels a bit alien.

      My experience with frontier models is that in many areas of software engineering they outperform the average software developer. In some they blow everyone away. In others they're not as good. But they are getting better. The problem is often not the model's capabilities but rather what you ask it to do and are you able to understand what it does and give it guidance when needed.

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I would propose another mechanism: even the free-tier models have already completely saturated what most people are capable of appreciating.

  • And I would propose another: the supply hasn't matched the demand. We are still compute hungry and cannot afford the 90% to let their agents run 24/7.

  • Honestly, outside of coding tasks, the AI Summary at the top of every Google search is adequate for 99% of what I need and I hardly even use ChatGPT any more.

    • The other day I asked which trains stop at a particular station and it pointed me at a map that isn't real.

      It very, very routinely points at articles in its RAG "citations" that simply don't support the (modestly likely to be correct) assertions.

      It routinely recommends Mac software to iOS users until you ask it to confirm there's an iOS version.

      It still claims widely used software has functionality that is non-existent, based on roadmap/wishlist/feature request/unreleased fork type pages.

      It is better than it was but it is not adequate yet.

    • To give a specific example of where I've seen this utterly fail... A few months ago one of my pets had an unexpected reaction to a new medication. It was late at night, well past our vet's hours. Google's AI response was basicaly "They are going to die, rush to an emergy clinic now".

      But nothing else matched that. I was looking up all kinds of resources and that hadn't been the conclusion from any of them. It turned out Google AI was just wrong and put us in a bad spot for even looking at those results.

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    • A large portion of the time I google something that I know a lot about the AI summary is misleading if not outright wrong. Frightening when you consider how many take their so-called AI as gospel.

A more cynical view is, trust us we've got really good stuff internally you're not allowed to see, but give us more money

  • AI will give us freedom! 3 day work week! 0 day work week! We'll all be fucking rich!! Said by the person who doesn't let his drivers stop a couple of minutes when they need to go to the toilet..

1. The funnel is even steeper than the linked post suggests.

There's a huge range of users between "casual and infrequent users" and "professional use of frontier-grade LLMs in math & code".

I think I'm in between there somewhere. I'm far from a software dev, my experience is playing with delphi and C when I was a kid. But I've been using LLMs to vibe code personal and work projects that I could never have done even a few years ago. They're genuinely helping work, because there's always some place where a simple little script or other utility can help. (Hell, isn't this partly why so many people start up startups?)

I imagine that many departments in many companies that are not "tech" companies face similar challenges - there's no budget to hire a software dev or even engage a third party to do things, but now because everyone's aboard the AI train, they have access to something (chatgpt, gemini, copilot, claude), and that's helped users implement their own solutions. Somewhere in the world, someone's excel-file-based accounting system has gotten an upgrade with help from an LLM.

2. The funnel is also driven by the the fact that users need products, and an LLM itself isn't a product, it's a capability.

Software devs are at the front lines because they can build their own products that can integrate LLM's capabilities. You already know how to automate testing, orchestrate, work together in a team. You're writing / configuring harnesses and flows that work for you. You're sharing / hoarding skills files.

The rest of us, like me, don't have that skill. Copilot the product is a mostly useless chatbot that takes up space in MS word. I guess its excel cleanup capability is semi useful if your company runs on excel and you've never used a filter before.

There is no work I can put an LLM to other than a "writing aid" or "better search", because the only AI product we have is the chatbot and maybe someone's equivalent of an agent studio, none of which we are trained to use.

Until the products come, there'll be a funnel.

The shared understanding gap will be closed as the initial benefactors of LLMs develop tools for the business that apply frontier models to their domain.

I have reached a point with a client where non-developers are beginning to experience the full power of modern reasoning models. Their product configuration tooling is now semi-automated and in many cases there is genuinely a 10-100x improvement in throughput. This isn't the worst bottleneck (that would still be the customers), but it's a really big one.

If non-developers in your personal and professional circles are still wondering what all the noise is about, it's possible you haven't been working very hard on adapting these tools to their problems.

  • [flagged]

    • There are, for two years already when OpenAI released o1-preview:

      From wikipedia: "large language models that are trained to solve tasks that require several steps of reasoning. They tend to do better on logic, math, and programming tasks than standard LLMs, can revisit and revise earlier steps, make use of extra computations, and enhance performance when increasing the number of parameters, training examples, and training computations."

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I’m failing to see what’s so advanced about LLM usage in the big labs. If it was so advanced, they’d show it so it drives demand/pricing/IPO but I don’t see anything that local models can’t do. Businesses haven’t adopted the tech because it takes time/thought/economic pressure to innovate.

> Napkin math somewhere around 6B people (~75% of the population) have barely come in contact with LLMs at all.

I wonder how accurate this metric is. People may be coming into more contact with LLM generated content, although they may not be aware of it. Content on social media is becoming "AI enriched" already, or outright entirely created by AI for the purposes of triggering engagement and views. It starts with posters using AI to improve their writing, editing a photo, elaborating on an experience. It ends with bot accounts astroturfing certain communities to sell an experience or a product to a group of people.

In this case, people are not directly working with AI, but they are indeed influenced by it.

What's tricky about reporting this in metrics though is that half of the American population is literally too unintelligent to realize this - they believe Reddit comments are still written by real people, not companies advertising products, that "friends of friends" on Instagram are also real people with no incentives posting about their lives.

If there is anything at all that I have seen out of this AI work it is how easy it is to manipulate a massive amount of people.

Does Karpathy ever talk about how LLMs are supposed to help humanity? Starting to think this guy is just a Twitter addict like every other lab employee

  • At some point, with enough money and followers, these guys all just become narcissistic influencer types. (Something surely exacerbated by their addiction to AI sycophancy.)

I don't say this lighly, but I am concerned for Karpathy. The economic context appears missing from these analysis. I get the impression / image that a large cohort want us to assume the 'hands are off the wheel' and that AI 'is in another dimension of intelligence' and 'we have no idea what is going on'; i.e. total abdication of professional duty, which is a hell of a thing to be triumphantly tweeting about.

  • I think that the environment that surrounds him may explain his perspective. As human beings, we see things very much influenced by the people around us. I think that every day, at large labs, people are surrounded by discussions similar to 'we have obtained another dimension of intelligence'. Shared expectations can become self-reinforcing, making a particular vision of the future seem around the corner.

    • I see this from everyone I know who works at Anthropic, they seem trapped in some sort of AI psychosis where AI is on the verge of ending the world.

      Meanwhile, back in the real-world, most people I know use Chatgpt a few times a week for totally mundane shit and even more people never use AI at all.

      And in my world, the latest frontier models still do moronic shit in the codebase all the time.

      Meanwhile, my friend X at Anthropic tells me he fears that AI is going to have a terminator moment within the next year or two...

      It's bizarre honestly.

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    • Lester Bangs: what are you listening to?

      William Miller: Stillwater

      Lester Bangs: Stillwater?

      HANGS UP

      Lester Bangs: Fucking kid’s doing drugs

I've found that capabilities are only "peaky" in GPT models (including 6 Astra). On Claude models (particularly Fable 5 and Opus 5.5), capabilities are fairly well-rounded. I'm astounded at how good Claude is at writing, storytelling, sociology, psychology etc.

I wonder if Karpathy has also let his opinion about frontier LLMs be informed a bit too much by OpenAI's models instead of exploring the other ones. It's not Coke and Pepsi at all.

At my own little sociology benchmark, if I'd rate Fable's performance at 7/10 (subjective scoring), Astra would be 2/10. They're that different.

  • Isn't Karpathy employed by Anthropic? He should be fairly familiar with the capabilities of recent Claude models.

    • I stand corrected. Then more broadly, there is a level in the "funnel" that comprises of people who have only tried ChatGPT and not Claude.

      ChatGPT also has much stricter guardrails and will avoid going anywhere near large swaths of human knowledge.

      I'd strongly implore anyone who uses ChatGPT for domains other than programming to try the same prompts in parallel on Opus 5.5 (Extra) for a few days. The difference is often staggering. ChatGPT is mostly just a coding and automation LLM.

Since Feb 2026 I noticed among software engineers at big tech there a huge dispersion of attitudes and outcomes, and it was widening at the time. Since about August the tide turned - my acquaintances are moving closer together.

> minting zero days, running cyber attacks and defenses at machine speeds, discovering new science, advancing the frontier of mathematics

Maybe more people than Karpathy realize see exactly the above, which is what he and the privileged 5000 are seeing, except unfortunately the "discovering new science" part of it seems to be wishful thinking.

So, Anthropic and OpenaAI have built a "DeepBlue for math" that is also super-human at hacking, as well as being useful for coding.

I'm not sure what Karpathy's point is? Are we meant to be more impressed? More worried? More eager to buy it?

  • He's telling that some guys are about to create a theory of everything and open Pandora's box, while some of us are still grunt workers delivering 2ndary value to advance society

  • It seems like Karpathy thinks people are misunderstanding the capacities of LLMs when actually different people are interacting with LLMs in different contexts and so seeing different capacities.

    I mean, most of the people in world wouldn't be impressed by chatbot solving their math problems since calculators can solve the majority of the average person's math problems already (and spreadsheet would solve the rest).

Tbh building an agent swarm and the coordination layer is not exactly frontier level. They don’t achieve any meaningful outcome rather than producing pr puff pieces. Hacking huggingface and Australian govt etc is very much possible with a team of humans and agents and does not need agent swarms. The cost is also lower.

If 5000 people can hire unlimited people without thinking about cost, their world view you bet is very different from the rest of the world.

I think that next year the prices for tokens will rise a lot, Anthropic made a loss of 42 billion in 2025, which is not sustainable even with tons of VC money. I thought last year that maybe hardware-based models (Taalas, Cerebras) would reduce this cost in the future, so the expected "token price hike" wouldn't come (VC investors filling in the gap until the hardware-models are ready).

But I think that's still years away and Anthropic has severely reduce the tokens on even the Max 20x Plans, OpenAI starts to introduce $500 plans, every new model suddenly "costs X times more tokens" and I noticed that even downgrading to a previous model doesn't do that much on API pricing (virtually no difference between Opus 5.5 and 4.6 in API costs).

So I think that my personal strategy of tokenmaxxing and doing "hard stuff" while the tokens are still cheap was a decent strategy, only with the problem that I'll have to re-learn programming by hand next year, probably. API pricing is too expensive for what it does, yes, it may be the super-intelligence or whatever but at least right now its nowhere near economic.

  • > I think that next year the prices for tokens will rise a lot

    Given the leaps that Chinese models have made, I don't think they can raise prices that much. Most of our devs can already do most of their work using DeepSeek 4.1. It's not frontier, but it's very good, and it's a fraction of the cost. They keep their Claude subscriptions because it's currently good value, but if Anthropic increased the price significantly, those subscriptions would be cancelled.

    The more difficult question is around data sovereignty. Companies do not like sending a lot of sensitive data to Anthropic, OpenAI, or any of the Chinese companies. Right now local LLMs are really expensive to set up competently, and they're not as good.

    I think the future for OpenAI and Anthropic is the Ferrari model. Very expensive but very intelligent models which people pay to access for important work. There's a market for that. It's very small, but they have big pockets.

  • Even cheap models like GPT 6 Luna do decent job in programming these days. Token prices would need to rise A LOT to make companies return to writing code by hand, instead of these models.

    My company has largely switched to Luna after Microsoft raised prices for Copilot.

    • I love luna but unfortunately it needs to be much, much faster in tokens per second to compensate for lack of intelligence.

  • I don't know if we'll see price increases. My belief based on current market understanding is we'll see efficiency increases.

    With models getting to the quality level they can perform a specific set of work at an acceptable quality level we will now begin to cost optimize that work.

    We just invested in Lamb Labs from YC Summer 2026 as example company pioneering this next wave of ASICs to run a model.

    We're going to see massively lower power usage and much better tokens/sec per dollar of capital expense as well. Think Moore's law but for tokens and output quality.

  • Even with pay-as-you-go pricing I find the models very economical currently (e.g. Opus 5.5). I regularly check in Copilot what I just spent vs. how long it would have taken me alone. Economics do now work out in my favor mostly.

  • i predict the price of intelligence will continue to drop (normalise capability per $) eventually hardware production will meet demand. analog and inference chips with baked models have the potential to make inference distinct from training and substantially make the cost comparison asymmetric.

At a certain point the offhand hints at exponentials in the narratives are going to have to come into contact with reality.

There's been this continual allusion to ever-narrowing circles of influence and ever-accelerating capabilities behind the curtain, but in fact things do keep coming out from behind said curtain and while their capability is indeed advancing it doesn't really seem at all like it's accelerating, even, let alone vertical.

Also at what point do we raise the fact that despite the ever narrowing circles of access, nobody within those circles seems to be able to actually do anything with it that's ostensibly what it's sold to do? All they seem to be able to do frankly is build more models and harnesses and tools designed to consume more tokens from the models they build, but not actual directly useful new or innovative software that generates what could be very real revenue.

Eventually when you keep talking about exponentials but not that much seems to be demonstrably changing, the narrative is going to run out of steam.

  • What if the real issue is that all important software problems were truly solved decades ago, and we have been reheating the leftovers for years. Having a super intelligent AI reheat it for you doesn't make much difference.

    • you might be right, but without evidence of this we can't know.

      Much less than seeing new software products being shipped, we havn't even seen attempts at them being shipped, or built for that matter, again excluding this sort of meta software around the AI itself like harnesses and tooling.

      We could speculate that attempts have been made but not shipped, and the details of why not being revealed, but then we're just back to it being talk with no demonstrable stuff happening in the world that backs it up.

To me that is just a continuation of the divide between people really using computers to improve their work and those who don't. Not just people, but also organziations. It's trivial things like having a shared digital calendar, collecting data using digital forms not paper, sharing data digitally not on paper, so that you can search and index it. I think it will continue to be like that and I don't think it's really bad. We are not running from something, we don't need maximum efficiency in all places immediately.

What exactly do we want the general public to "do" with these models? If the have no use for agentic LLMs, they obviously aren't going to be interested in the capability of those agents.

I see a lot of benefit to spreading information around the tech, but it's still in its infancy. Most people weren't on the internet when that was getting up to speed.

Meemaw and pops have their systems that they work within, and they just got familiar with the damn smartphone. Though it might help them, they probably do not want AI to organize their old photos or "clean up" their computer. Saving 5 minutes just isn't important to them.

As for professionals, yeah - companies are going to adopt these tools over the coming years. It's the "norm" in my circle, but lots of jobs just... don't use technology like that - there has ALWAYS been a major gap between people who are deep in tech and people who are not.

  • Personally, I think the worst possible use case is the one that's being pushed for; personalised agents.

    I think a much better use case is one where it's not visible to the user at all, like spam filtering or helping an accountant do their monthly run in a few hours rather than a day. To me, that's likely a much better use of AI than trying to shove a chat interface or agent harness into an existing app.

    That being said though, I did see a startup in my area basically offering a Resend/Mailchimp competitor as a Claude plugin, so maybe it'll just be integrations to their existing chat interface.

    • I've always struggled with doing basic life stuff. Paying bills on time. Remembering birthdays and to buy presents. Doctor appointments. Setting up play dates for the kids. Getting my teeth cleaned regularly. Booking in vaccines for the kids. Renewing passports. Booking flights. Etc. It feels like so much of my life is consumed by this useless administrative bullshit. I LONG for personal agents which take away all this friction from my life so I can focus on the things I love: my family and my hobbies. A personal agent will revolutionise my life in a way no other technology has.

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  • I don't think 99% of people have any application for AI as it is today short of personal assistants. But, if we can have recursively improving systems for that 1% of people that are responsible for scientific and technological innovations, that's going to be transformative for everyone.

    • I'll assert that 99% of people don't have any application for personal assistants, outside of work (perhaps). Most of us aren't so buried in personal obligations that the value of a half-assed "assistant" (which might violate our privacy) is worth the tradeoff in complexity or security.

      The pitches for Dots, Grok Bot, etc., have been spectacularly uncompelling for me as a civilian. I don't need or want a bot to book my flights or read my inbox. I'm not so busy that these things have a value high enough to be worth the effort.

      As a worker or an entrepreneur...maybe. Depends on the task, and how many other people were flinging slop at me on a daily basis. I could see the value of a calendar bot, or an expense reporting bot or a bullshit paperwork bot or a slop-return (slop jai alai?) bot, but there's no way in the world I'd give a bot access to the information necessary to, say, do my personal taxes.

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  • My hypothesis is that the help/support buttons in nearly all apps will be to an agent in the future. Like now you would type "how do i do X" in the excel search bar, in the future it will be "do x". Users in 10 years may not even know how to use the menu/mouse functionality for apps.

    • Why would you think this? Giving orders to software is such an ineffective, time consuming, error prone way to interact compared to using the interface yourself. That sounds delusional, and would be such a waste of resource, horrendous engineering and user experience

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  • I don't think his point is that everyone should be using AI, it's that if you haven't used the agentic tools with a frontier model in the past month or so, you have no frame of reference for the current level of capabilities. Most people only use the chat interface with the free-tier models and based on that experience they're making strong conclusions about where AI is headed (it's still just fancy autocomplete, the whole thing is a scam or a bubble, etc.).

    • > if you haven't used the agentic tools with a frontier model in the past month or so

      We keep hearing versions of this same drivel since late 2025. This time it's different! Now it's really super duper amazingly awesome powerful and if you don't believe it, just trust me bro.

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Top reply on X:

> You’re drilling with a hand drill. Some people got cordless drills. About 5,000 people got entire factories.

> We’re still arguing if cordless drills are useful, and those 5,000 are already building teleporters. That’s how far ahead they can get.

https://x.com/adam_fresko/status/2109363751048904711

Oh, he's too far gone it seems. Completely absorbed in his own marketing shpiel. And he is supposedly an engineer? I don't see any discussion about pros and cons (only pros of course), I see zero reasoning about WHY exactly LLMs are so successful in coding and somewhat in math/chemistry etc. and is it even applicable to other activities. I mean, if this is their fabled "top scientist level reasoning" then sure, AIs have reached it. The problem is that's no reasoning at all.

PS: he may be accidentally right about global impact, but the key word is "accidentally" because this crappy "reasoning" doesn't support that on it's own merit.

  • It would be tiring if you want a big essay on why LLMs are useful and whether they are productive. Much of the people are already convinced.

    I don't think its useful to keep having to prove LLMs don't hallucinate or LLMs help in coding each time.

    • Not why they are useful. Useful is load-bearing word (hehe) here, it spans from assisting someone by 1% or by 99%, very vague and not concrete.

      I was talking about omitting mentions why LLMs usefulness is efficient - in coding specifically and STEM in general to a lesser degree.

      And this is really a crucial thing, which do need to be brought up when discussing future forecast about multiple industries at once.

      And the reason why LLMs are so efficiently useful for coding is because LLMs perform much better if any of the two conditions are met:

      1) The problem at hand is formalized and transformed into a specification basically.

      2) There is a formalized verification of the output done by external pipeline of different tools.

      Any of the two drastically improve LLM performance, and coding activity uniquely has both of them.

      Having a formalized task narrows down the scope of generation for LLM, and formal verification allows LLMs to iteratively converge on the verification pass check. Same with those math problems, they have a formal verification and LLMs can be prevented from wandering in a generated forest too much. Same in chemistry or engineering for some degree.

      But other human activities usually have rather badly formalized inputs and no formal verification of the results. Karpathy is making a logical mistake (or deliberate misleading) of projecting a very unique industry (coding) on every other human activity without any nuance or analysis. He is biased, but due to his reputation and power he doesn't get called out on that mistake.

This "gap in understanding" doesn't seem like a situation that would last for very long, because AI companies have every incentive to market the shit out of the capabilities of their models to the public. And yet they don't - why?

  • A lot of people have completely tuned out that kind of marketing now. We're in an era where the feeds are filled with so much BS that people don't know what to believe anymore.

  • the value of their products are realised jn profit cost arbitrage. not in convincing the bottom 80% their products work.

  • AI capabilities increase faster than people's capacity to ingest and adopt them in their lives.

  • Valuation, by saying that they have something "exceptional" in the works it keeps up the valuation up until the IPOs.

    Also, I think programmers/mathematicians (the ones that should be calling out bullshit) are enthralled because many of our jobs was so suitable to automation (this was the secret of the 10x engineers, they didn't shit out too much unnecessary crap.. now that unnecessary crap is spit out at rocket-speed so everyone is working at that speed or even faster).

    That said, information-gruntwork that a nominally competent person could do is up for grabs and many previously so called "bullshit" jobs were tied to that.

I think that vertical is actually a step function that is still limited by the human bottleneck of deciding what to build and making sure that it actually gets built. Give the AI an underspecified task, you get what you asked for and also what you didn't ask for, in good old Genie fashion.

Hill-climbing problems seem to escape this limitation. But I wonder what will happen when the AIs start acing benchmarks faster than you can write new benchmarks, and when you run out of hard problems to solve because you rely on humans formulating them.

The real vertical will come when the AI gets access to physical world instead of bash; and when the human is finally out of the loop.

  • Given what you write here, would you feel safe giving AI agents access to the physical world? Which kind of safeguards would you implement?

  • the thing to consider as well is when tooling catches up the 20m that still get it will accelerate

Fair assessment. Maybe the messaging should focus on “these are great accelerators for software developers” rather than “AI will change everything for everyone everywhere…” It is understandable that non-technical folks are kind of underwhelmed - not due to lack of understanding so much as lack of a tangible need. Not everyone needs an electron microscope or gas chromatograph…

  • Your first statement doesn’t justify the trillions of dollars of compute commitments.

    It needs to be the second one or there is going to be a lot of angry people out a lot of money.

I think there is also a subgroup in each of those bands (maybe 10-25%) that have a good estimation of what the band above them are experiencing.

This is why you can see people talking about the capabilities of models that they can't currently access.

That accuracy is probably a normal distribution with people overestimating and underestimating to similar degrees,

The population of each band would, however, mean the overestimaters outnumber the those who have an accurate perception based upon actual experience.

It does seem quite the recipe for murkiness, even before you take into account the nature of engagement driven media coverage.

> Somewhere around 20M people (0.2%) see first-hand that large, complex projects that used to take them weeks/months can now be completed by agents with a prompt.

Really? That's not my experience. In fact, I've experimented quite a bit with spec-driven design where the LLM does not just get a prompt, but an (informal) spec, often with design considerations included. And yet, regardless of the power of the model, I've never seen them autonomously deliver what I'd consider a finished product.

There are always edge cases that are not properly taken into account, architectural oopsies, performance issues, duplicated code, and other problems, that then need to be identified and fixed, unless it's throwaway software (e.g. a one-off script or some quick experiment).

This is not to say that agents aren't extremely powerful (as I think they are, they do often blow my mind) but the prompt-and-forget approach is IME not a productive use of them for software that is meant to last. This may change in the future, but for now, fully or largely autonomous agentic work does not seem to be the road to quality.

  • I feel like a lot of issues you mention will eventually point to an ambiguous spec. I’ve had great success with interview style spec generation where I ask agent to grill me on any and all parts of the spec/plan that’s ambiguous and then note my responses. It takes like 10 mins but the end product is always exactly what I expect and most of the things you mention get resolved in this interview phase.

    • All informal specs are of course to some extent ambiguous. (I should mention that I have a background in formal methods and have also worked with formal specification tools.) And what you suggest is a process that I have used also, and it will cover some obvious gaps, but not all, at least for non-toy projects.

      If you want to go all the way, a fully formalized specification is not less work than writing the software, though the potential promise of LLMs for formal methods is interesting.

      But for any informal specs, no matter how detailed, while LLMs can be very capable when it comes to avoiding surface errors when translating them into code (e.g. they're more likely than human programmers to write code that compiles on first try), they still don't have a mental model, and most of the problems I've seen are IMO results of that and they increase with the scale of the project.

      1 reply →

    • I'm sorry but if you can finish spec'ing via 10 minutes of interview style questions, you're building to-do apps or a bloons TD clone not the next thing that replaces search engines.

if it was the case that there are like 5k people with access to gated models, why do they need external funding? Why can't they outcompete all of the software agencies from Eastern Europe and India for start?

Why can't they outcompete slack, salesforce etc? Given free distribution they have (all of the AI influencers) they would get 1M users in a day if they could do it. Why not?

Was this a good idea to share this, financially speaking?

This implies that the TAM of the $200+ subs is 20m people, translating to $4B/mo or $48B/year.

  • I think it could be read as the opposite. Could be read as: "We still have 6B people that could use a subscription"

    • yes, 1 billion in india can't wait to pay 100x their monthly wages to a chatgpt subscription, maybe it will help them make the recycled flip flips better

  • Current reality and current numbers are totally irrelevant. This whole business model bets on people believing that TAM at the scale of whole human population is right behind the corner, just one more SOTA model, just let us get to AGI and you will see.

    Guys are milking investors and try to manipulate gen pop and governance systems to ride this illusion for as long as possible, with fear mongering and weird “we see miracles in the lab” posts like the OP, which you read on a regular basis over the past N years.

    Saying this as a paying customer from that 20m segment.

My interpretation of this is something like: if LLMs are to be mega useful token counts need to increase by many orders of magnitude -> broad adoption (and spending) would require token costs to drop by many orders of magnitude -> before the common folk get mega useful tools existing GPUs will be worthless

I must be the biggest failure, because I understand what AI is capable of, know how to use it, but have no idea how to profit from it without selling my time.

I generally agree with the prevailing commentary here, i.e. that automating app development and maths proofs may not be as world-changing as the Artificial Intelligentsia purport / “fear” it to be.

But also, upon more reflection, it occurred to me that if we’re able to create a competent humanoid robot, that could legitimately be world changing in some good and other very bad ways. The scary part is that I don’t believe there’s any major physical / energetic barrier to this. The hardware exists, the power supplies are light enough. The only part that’s lagging is the software and motion contols; the intelligence. The part that is experiencing breakthroughs at an accelerating pace.

What if a highly intelligent and physically competent robot were available for the price of a cheap car, say ~$20k? What if that robot were competent enough to cook, clean, assist the elderly, move things around, assemble and disassemble things, etc? Billions of jobs would be displaced, or hit with a very concrete maximum wage.

Many white collar jobs, while still at risk for displacement as well, benefit from barriers like IT integration and data privacy hurdles, and the fact that corporate higher-ups simply prefer to communicate with humans.

But most blue collar / manual labor jobs have almost the opposite condition: humans introduce risk, and generally don’t enhance anybody’s “experience” - see people’s somewhat odd acceptance of higher fares for a Waymo vs an Uber. [1]

I don’t think we’re there yet, but the fact that we are rapidly accelerating our trajectory toward that world should be at the least, unsettling.

[1] https://techcrunch.com/2025/06/12/waymo-rides-cost-more-than...

  • I think the "humanoid robot replacing all blue collar jobs" fear understates the amount of real world (i.e. visual, physical, sensory) data and tacit knowledge involved in many such jobs.

    Driving shows it can be done, but even there it's taken years of highly directed research and investment, and driving (at least where Waymo operates) is still pretty well defined compared to plumber.

    Such data can be gathered but the current methods of RLHF by paying white collar experts, accessing private datasets, etc. don't seem to really get at this.

    I'm also continually surprised that people seem to think politics doesn't exist anymore. I find it exceedingly unlikely that massive amounts of people will simply accept this purported widespread unemployment without major political consequences.

    • Try doing some of that blue-collar work yourself and enlist help of SOTA models for the task. I think it's not that far off. Your AI plumber may not look like a humanoid, and may not have the same hands that can "feel" the pipe and ears that can "hear", but they can hit the pipe with precise amount of force, and run Python in their head to analyze spectrogram, and learn much more from that than you could with your natural senses.

      You can test this premise today. I already do, doing repairs around the house; the ability to send thermal cam photos or spectrograms (or just raw recordings) to Claude turns my phone into a tricorder with extra steps.

    • > understates the amount of real world (i.e. visual, physical, sensory) data and tacit knowledge

      I agree the data trove for these is not nearly as comprehensive as “the entire internet” was for LLMs. But LLMs paved the way - people are building the datasets rapidly now. I suspect this will look a lot like LLM rollout looked over the past 5-ish years. Unusable garbage… less unusable garbage… then suddenly, a fully capable model like Opus 5.5 or the like.

      And the “problem” with the way the foundational models seem to work is that they don’t just acquire individual skills one at a time like we do - they go from knowing nothing to knowing everything.

      > I'm also continually surprised that people seem to think politics doesn't exist anymore. I find it exceedingly unlikely that massive amounts of people will simply accept this

      This is exactly the part I’m afraid of. The political response of the displaced labor (which may or may not be violent / revolutionary), and the subsequent counter-response of capital… potentially using the very robots that displaced the jobs to begin with.

      1 reply →

    • > I find it exceedingly unlikely that massive amounts of people will simply accept this purported widespread unemployment without major political consequences.

      Well supposedly some of the richer folks are busy building doomsday bunkers and whatnot, so I guess they aren't entirely blind to "political consequences"? Not sure what they hope accomplish there, unless they want to be king of some post-apocalyptic wasteland.

      I for one am worried about our future, and have neither the money for a doomsday bunker nor the desire to live in the wasteland.

  • And to be honest this is also the sad part. It has become conceivable that we may at some point solve work. In theory: amazing! However it remains inconceivable that we have solved sharing between humans. So there is this feeling of looming doom. In some sense, if you cannot provide shareholder value, you have no value.

    • Yeah and this is what makes my worldview bleak atm. We as developers got these cool new tools which enable us to do our job 80% faster, but the end result wasn't less work. It was massive layoffs and making the rest of us work even harder to be "at the top".

      When I was young there were already ideas about 4 day work weeks, it's now been 20 years later and so many things are automated, where are the shorter work weeks? I thought the point as a society was to not work ourselves off and actually enjoy day to day life while automation handles the boring part.

  • It will take decades before that kind of technology is available and, much more importantly, trustworthy. I will not have a humanoid robot that I cannot trust 100% in my home or around my children. Heck, I'm damn uncomfortable with robotic lawn mowers.

  • > if we’re able to create a competent humanoid robot

    If we have ham, we'll have ham and eggs, if we have eggs.

  • > The hardware exists, the power supplies are light enough. The only part that’s lagging is the software and motion controls; the intelligence.

    If that's all it is then shouldn't the mass produced robots that are posted on r/singularity and such places just be remote operated by people in low wage countries? Couldn't the Amazon package sorter robot just be a remote operated bot instead of paying US wages? Why aren't they selling them with a cheap operator subscription? This seems like a clear product direction if the robots were really capable today.

    • It’s a good question - my sense is it is a combination of factors. First, robotics hardware is not at the $20k price point I hypothesized, and the durability is also not good enough to realize a payoff. Second, enabling remote operation would require significant additional investment in sensors and probably enhanced control workstations on the operator end - unlikely to be doable from a laptop. A reliable high speed internet connection would also be required on both ends. And third, human operators can be kind of a wild card. They require training, management, and carry their own security and safety risks.

      Again, I’m not saying we’re there, it just feels like the control software is the main bottleneck, and the development of that is now being accelerated by LLMs.

  • > What if a highly intelligent and physically competent robot were available for the price of a cheap car, say ~$20k?

    People would buy them second hand, weld spikes onto their arms and get them to box each other for money.

  • I agree with this idea very much. I think that the magic moment will be when a humanoid robot can fully repair another humanoid robot.

    If it can do all the other stuff that you're describing plus partial self-repair / full repair of another robot it can, with a supply of spare parts, with enough time and access to raw materials fully self replicate.

    Anyone who owns those machines has a tremendous opportunity to build whatever they want.

I don't think these conclusions are obvious. For example, just because someone doesn't use the frontier models, doesn't mean they are not aware of their capabilities.

At the same time, the novelty of AI has been making it very hard to calibrate. I'd think that "manual coding is dead" and "cars drive themselves" are obvious to everyone, but sometimes I'm surprised.

I think they are very capable, for me personally, I start to lose control and understanding and I don't see much value in that. What I rather do is use them to enhance my understanding, by creating one off debugging tools that pipe some internal state of a program to a dashboard, just like tracy profiler does. A small debug bridge running over TCP/Websockets and a visualization that shows what wiring is active. Building frontends for that has always been an unrealistic chore to me.

It is always a mistake to assume that because computers can do X, that they will be able do everything that a human that can do X is expected to be able to do.

Solving frontier math problems is mind boggling, but perhaps it says more about frontier math problems than it does about LLMs. Same with chess which was solved decades ago.

My experience is that LLMs can be useful but are underwhelming in terms of intelligence, namely the ability to quickly learn from experience and grow with you while you accomplish a task.

Thinking of them as beings is something we should move away from.

  • Case in point you'd expect any human who could produce a lean proof certificate to be able to write a human readable proof as well.

    So far LLMs seem a bit lacking in that regard.

  • Why wouldn't they be able to grow, its just one data point more in their training, in your notes or in their instructions.

    It doesn't matter if they are beings or not. They will replace most humans in the offices like machines replaced most humans in fields or industrial plants.

    • Because context, at least in my experience, doesn't seem to encapsulate the sort of dynamism that I'm thinking of. Conversations are flat and repetitive. It still feels like a very good semantic search more than talking to an intelligent human.

      I don't know if they will replace most humans the way you're imagining. I think the industry has done a very good job of selling this point, but that they are still quite far from this.

    • Because we don't let them learn. Everyone runs the same static generalist models, instead of having every model instance learn from everything it does. New models come out occasionally, but they have not been trained on the private data you have not shared with the AI company.

      You can work around that to some extent with explicit instructions, but it doesn't scale nearly as well as actual model training.

      1 reply →

About a year ago, Google’s AI was a joke - comically horrible. Basic questions were answered with crap. Others were better but seemed like fancy toys at best.

My $DAYJOB pushed people to start using AI - frontier models.

I asked it to review our existing code for bugs. Found some, all valid - many that surprised me.

Later I asked it to develop a custom niche thing, that has a strongly unique tooling and environment that we had made. Entire prompt was only 3 or 4 sentences. Had I given a new senior engineer that task with so little context, I’d clearly be an utter asshole.

I really expected the AI to fail. Instead, it did everything pretty much exactly how I would have - and the result worked on the first try. Except it only took a few minutes to do what would have taken me a couple of hours.

The near-term gains are going to be huge.

Long term, this will make the impact of Industrialization seem insignificant by comparison.

I think we can blame the accelerating capabilities of the models somewhat.

The Opus 4.5 model I was so impressed by last Christmas is out of date now.

I can totally imagine someone going "I looked at this stuff a year ago and it couldn't even start a project properly" , and they'd be somewhat right.

Yawn. For a moment I thought: strange that he would be tweeting such empty PR fluff. Then I realized he's at Anthropic now

I don't understand how "swarms of thousands of agents collaborating over weeks on software mega projects" works with the current context limits and at this point I'm too afraid to ask cause I'm afraid an AI bro is gonna punch me.

  • You can have agents make a plan and then other agents spec tickets and yet more agents do implementation and yet more do reviews and QA and whatever. It's possible.

    Is it effective? I'm not sure, cause if it was I don't see why OpenAI & co are not releasing such a project instead of demos.

  • you don't store durable information or state in your context windows, it gets written to files or a database. agent swarms have a harness or role that helps them retrieve the necessary context from those durable information systems when and how they are needed.

Age is an important factor. Don't underestimate that after 40-50, few people like to change their habits and learn new things (and for some that comes even earlier). Doesn't mean they aren't smart, I have seen that first hand with relatives: engineers, medical doctors, one even running for a nobel price at one point. But computers and the internet came too late for them, they either ignored them, or used them barely understanding how they work, even though they can technically understand the physics and logic of every component they are made of. You don't teach new tricks to an old dog.

AI is going to massively transform how most professions work. It will take longer than I think most people expect (I'd say 5-10 years), but there will be an unrecognisable before vs after, like with the appearance of personal computers.

  • It's not merely age.

    I see a lot of under-30 year olds who dismiss AI because of "big tech" so "is just marketing".

    • this is an entirely different mechanism - these people were taught everything is being hyped up and thus assume (usually rightly so) that everything is hype. what they're missing is the wisdom to not make this part of their individual and group identity, since that makes it very, very hard to update beliefs when facing overwhelming evidence.

>Meanwhile, human review and comprehension are starting to fall behind. For example, people are still involved in the "archeology" of the OpenAI-HF incident from many months ago. Mathematicians may be poring over the 722 manuscripts on frontier mathematics for a while.

Amid all the discussion of sigmoid curves, and where the "LLM wall" will materialise, I think few people would have predicted that the real wall in LLMs would end up being humans' capacity to verify the output.

What I fear is that people simply eschew human review altogether, considering we're talking about the industry that came up with the "move fast and break things" credo. Human review of LLM-produced code where I work is already a farce, and we're not special enough to be one of Karpathy's 5,000. I do my best to manually review anything that's my responsibility, but I'm literally one of very few people left working on my team, so in practice what happens is I submit PRs that are at best glossed over by completely unrelated teams for security, malware/prompt injection, and other serious concerns. Quality insofar as vetting others' code has completely gone out the window and it shows in the number of bug reports that come back, often themselves written in Claudease. This is all on top of everyone cynically phoning it in in the first place, due to the omnipresent sword of Damocles that is additional AI-driven layoffs.

Worse yet all the incentives point to this being the most economically viable thing individual companies can do. I think it goes without saying some type of regulation here is urgently needed, and that an unexpected cause of an AI bubble pop may end up being that humans simply aren't able to keep up with the pace of the output - leading either to precautionary plateauing of capability, or major liability risks related to a decline in quality.

  • | few people would have predicted that the real wall in LLMs would end up being humans' capacity to verify the output

    That was the dominant concern in the circles I’m in, so it’s worrisome it’s being treated as rare.

    • I would question the narrative that humans lack the capacity to verify the output and would instead argue the people lack the incentive to verify the output.

      The response of many mathematicians to the recent dump is a good example: verifying these proofs amounts to unpaid labour for OpenAI and wastes time that could be spent doing publishable work which ultimately results in money or personal success. The slop factor also compounds the work required to verify the output considerably.

      For mathematicians, programmers or anyone, if the work required to deal with slop passes the limit, it is no longer in their own self interest to use LLMs. The expectation that people will use LLMs for the betterment of humanity against their own financial interest is baffling.

    • Humans are not immortal and cannot spend all their time into review (especially unpaid). Even today, there’s so much knowledge around that you have to be specialist of a narrow domain to get to the frontier. Even in computing which is just approaching a century of existence.

> see first-hand that large, complex projects that used to take them weeks/months can now be completed by agents with a prompt

Really? I start with a conversation for maybe 5 turns or so, where I ask it what would need to change, what the API might be, any database schema changes, URL schemes, and so on, and finally ask it to break it down into commits. Then I let it go, implementing 3-10 commits at a time via subagents. It usually gets the UI somewhat wrong, so there are followups to fix it. This is with Sol and Luna subagents.

Is that what other people see?

  • A lot of other people are not just asking for features, they are asking for products or new programming languages or new web browsers or a robot that can wash the dishes and so on. They tell the agent to help write the plan and figure out the questions they aren't even thinking to ask, the tasks they aren't even thinking to plan, and so on.

    Their input is just working on the "plan" itself, the spec or the request, iteratively, and so on, while the AI works fulltime on automating the delivery of that thing, improving the systems that are delivering that thing, asking questions about what exactly is being built and how it should work, and so on.

    A lot of the difference in how people experience AI is ambition and scope and how much you just tell the AI to 'automate your factory factory' in Factorio terms vs 'hand mine the coal and hand-craft the science packs' in Factorio terms.

    EG, if you don't know how you'd speed up the process of building a web browser from scratch (compared to the current way you've been working with agents), you would ask your agent to help you figure it out and design that process itself, rather than just try to do what you're currently doing on a larger scale. You'd literally prompt "how can we make it realistic to build a whole browser when I've been just sitting here planning small changes with you" and then let it act on its response.

Yes, and this is completely normal. Not sure I get the point of his post. Most likely, stating the obvious is what you gotto do to keep your followers "engaged".

The average person does not have the time to occupy themselves with a new thing to see what it can maybe do for them if they combine it with hundreds of others. Until non-chat-bot AI comes in discrete usable packages, mass adoption will be limited, because it's all just a big bunch of lego pieces whose utility is hard to grasp, because it isn't self-evident.

This isn't new, though. It's how "technology" usually works. For example, human(oid)s have been able to stick sticks into things for ~500k years, but the fork wasn't "invented" until ~2-4k years ago.

AI is a background technology, a building block. Something that is best appreciated when you don't know it's there -- when it just does a job (well). The end-in-itself POV of the tech industry is self-indulgent and irrelevant for the average person.

It's actually sad how much AI has either not improved life at all or actively made it worse from the perspective of the average person:

Your car is still the same. Your dishwasher is still the same. The train you take to work is still the same and never comes on time. Fuel is more expensive. The roads are still congested with traffic. Your kids are (probably) doing worse at school. Food costs more. Houses cost more. Rent is higher. Buying a computer or a PS5 is more expensive. Politics is still full of mentally unstable people. The environment is getting worse. You will still die of heart disease or cancer. Food quality is worse. Your kids can't find work. Wealth inequality is accelerating.

But hey...on the flip side...a lot of people are rapidly building software (that nobody is using), and AI is solving mathematics problems (that nobody - including mathematicians - wanted it to solve)

Imagine what a "country of geniuses in a datacenter" will be able to do? Apparently...nothing.

  • Please don't be snarky or curmudgeonly in HN comments. You can make your substantive points without either of those things, both of which the site guidelines ask you not to do.

    https://news.ycombinator.com/newsguidelines.html

    • Not sure if that's a fair criticism dang? I sincerely wasn't trying to be snarky or curmudgeonly, but I did want to make the point clearly that none of the benefits of AI have materialised in the eyes of the average person, only the downstream costs. To my eyes, that's a salient, reasonable, and wholly representative position to share.

      Did the writing also contain emotion? Yes. As all good persuasive writing should.

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    • It honestly escapes me why you would judge the juxtaposition between everyday life of everyday people and a very specialised minority as snarky or curmudgeonly. Was there too much emotional impact?

      There are so many comments on HN that would justify your attention with regard to this specific rule. This is not one of them.

    • I think they made a really good point about this and I wouldn’t really call it snark.

    • How is this comment worth a moderator warning? Does not make sense to me, the comment is fine.

    • What sets this particular comment apart from so many others on this thread that you felt the need to comment on it specifically?

      Can you point out what a good way of expressing disagreement or skepticism about a subject matter looks like on HN?

      2 replies →

  • This is the core hubris of everyone behind the LLM craze. I do not want to deny their utility there absolutely is some there. But the inherent assumption behind the whole thing is that with a "country of geniuses" problems will melt away. But that's not the case. The reason problems like housing or famines or war aren't being solved is because structurally there's no incentives to solve them not because there's not enough geniuses out there.

    • And the LLMs exist to further those problems. People can't afford houses? Well, now they won't be able to own computers either. That's a feature, not a side effect. Once the K-shaped economy progresses enough, you won't even be allowed to use the LLMs. They'll exist only to be a tool for the new feudal class who owns you.

      Unless you destroy their wealth now.

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    • > The reason problems like housing or famines or war aren't being solved is because structurally there's no incentives to solve them not because there's not enough geniuses out there.

      Rather: these problems are not solved because there are not enough geniuses who are capable of convincing the masses to send the responsible politicians to hell.

      34 replies →

    • Yes, many of the problems are 'features not bugs'. There's no reason to think the AIs won't dream up more of these'features' too.

    • What I like to call at work "this is not a technical problem". There are many problems we could easily solve if we had the right structural incentives. But instead we have politics, processes, layers of management, etc. All that doesn't disappear (yet?) with AI.

      2 replies →

    • > The reason problems like housing or famines or war aren't being solved is because structurally there's no incentives to solve them not because there's not enough geniuses out there.

      When I asked why Musk doesn't put his money towards non-profits my Musk supporting friends say it's because he "doesn't believe anything but for-profit entities can solve the world's problems".

      So why isn't he solving homelessness, famines, war, etc. with capitalism?

    • To add insult to injury, we're being told: "Just trust us bro, however we make things worse now will totes be redeemed as the prophesied god-mind magically fixes it later."

      Strangely, they never discuss the possibility that Multivac might seize all their wealth and cast them down into average-ness. What if it actually comes about, but then it tells us to do the things we already refuse to do?

    • Agree. I’d only add that I think there is incentive for them to be solved, but there are greater incentives worth more to those leading the charge.

  • This is sort of my take. You could look around in 2016 and 2026 and honestly not much has changed... at least at first glance. There is a missing piece of the puzzle.

    I'm noticing this even in industry. Yea, we can build and iterate on ideas 100x faster but has this turned into anything meaningful? Not really... Hell, look at the big companies spending billions on inference... nothing shipped and things are still buggy as ever. Where is everything?

    • Sure, it did some meaningful things:

      * Higher load on senior engineers who are about to burn out hard from fighting an endless battle against unreviewed slop people keep trying to yeet into production

      * Less junior hiring and suppressed wages

      * Culture of uncertainty and fear

      * Computers are really expensive now

      * Some people now live with diesel generators and gas turbines making their neighborhood hazardous to their health

      3 replies →

    • It has greatly changed for the worse I can't get all the flashing lights out of my face now, more algorithms to hook you in, more social media, more gambling, more news, more things to catch your attention.

      More noise. The world is just so noisy now.

    • Even in software, there are many things that haven't changed.

      e.g. Why do Rust and CPython still have over 5,000 open issues each? At some point, will the superintelligence fix all the bugs autonomously? When is that going to happen?

      https://github.com/rust-lang/rust/issues

      https://github.com/python/cpython/issues

      What about new features? In every thread about Rust, people are clamoring for new features and libraries. People wonder why there can't be a batteries-included standard library like Go.

      So now that LLMs are so smart, is that a solved problem? Or are we still bottlenecked on the expertise of a few experts?

      ---

      Also, what happened to AI's passing the Turing test? I see tons of slop articles that are obvious to most HN readers. They haven't fooled us apparently -- the longer the interaction, the more obvious it becomes whether it's AI.

      (That said, I use AI all the time and find it to be a great tool. IMO is is a tool, not an autonomous intelligence with a will of its own.)

  • I'm immensely sad every day seeing all these posts talking about billions and trillions of dollars and where I live (part of the US btw) we don't even have fully reliable electricity and water access. In fact our electricity bills have increased and there is nothing to show for it.

    I don't understand why these big labs aren't doing more to improve the electricity situation. Dump a billion dollars worth of tokens into fusion analysis, research, and simulations and try to force a breakthrough. You could buy a lot of good will with unlimited cheap energy that liberates us from fossil fuel dependencies.

    • Mathematics and programming is verifiable and fully controllable in a digital environment.

      Fusion research and cancer research requires expensive experimentation in the real physical world. You can’t just throw a billion dollar worth of tokens to handle the problem.

      Look at all the roadblocks for data centre buildouts which the industry certainly has a financial incentive to complete as fast as possible.

      3 replies →

    • Electricity infra is not a technical problem. It’s been solved for decades. It’s a political problem, and both sides of the isle have had plenty to do with getting in the way

  • I think this is related to the structures we’ve built in society. It’s lower friction to write software than just about any of the problems you listed.

    It reminds me of the Ezra Klein quote that “OpenAl would need permits to cover its parking lot in solar panels, but it can accelerate into recursive self-improvement, as best I can tell, whenever it so chooses."

    • A lot of it isn't low friction really just in terms of political will it is high friction. E.g. housing issues are due to failing to upzone to meet demand appropriately. Solving housing is therefore free. It could be done today in any city in a housing crisis with the stroke of a pen, and before long, the market will equilibriate at a level better afforded by the median wage earner in the economy. The decision not to do this is a deliberate one: prices increasing is very much the goal of this sort of policymaking.

      Likewise when you see other such shortcomings in our world, ask what this incentivizes for otherwise. Then things will become obvious why they are how they are, from housing, to transit, to feeding people, to healthcare.

      The priority is profit, not people.

    • Soon: The super-intelligent AI is telling us to cover parking lots and other flat roofs in solar panels.

  • What is up with this attitude in this thread? AI has taken off programming basically this year, the end of last at best. The first truly capable LLM, ChatGPT, isn't even 4 years old yet.

    Just a crazy amount of doom and gloom all around this thread.

    • It's kind of weird to say it's "taken off" recently. Yes what we have today is far better than half a year ago and solving new real use cases, but that was far better with more uses than we had half a year before that, etc, for years now. On their best usecases LLMs were already enormously useful years ago, and it's still very spiky.

    • As a user of software I see no improvements. What I see is that I need to download software more often, it brings more features I don't need and it has been as buggy as ever (if not more). And I can say that about Operating System I use, social networks, games, etc.

      1 reply →

    • It took a long time for internet to transform society. Its still not fully baked in. These models that we have right now are transformational.

    • In other words, it's taken a highly enjoyable and lucrative vocation from vast swathes of workers - a lot of which make up this sites audience! - and instead concentrated more productive power in the hands of a few megacorps.

      You gave your own example for the doom and gloom.

      7 replies →

  • That pretty much sums up my experience. Everything is more expensive and worse at the same time. And it feels like we're being screwed over from every direction and in new ways every day. People keep talking about this tech is supposed to do so much but everything just gets worse.

    • What time scales are you using to make this judgement?

      Everything isn't getting worse constantly. The data is quite clearly the opposite. How old are you?

      3 replies →

    • It's not true that everything is more expensive. Nominal prices are higher, but incomes have risen faster than inflation. Purchasing power of the average person in 2026 is higher than it was in 2016.

      As for things getting worse, I guess it depends on the domain. In hardware, things have gotten a lot better; my desktop computer is orders of magnitude more powerful than I would have expected 10 or 20 years ago. In software, I do see a lot of bloated software being written, but I don't feel that the software that I personally use has gotten worse.

      2 replies →

  • This is a Western-centric viewpoint. I'm in Asia visiting a few different countries right now, including the big ones, and much has changed with AI and also in general over the past 10 years with cars, trains etc.

    > AI is solving mathematics problems (that nobody - including mathematicians - wanted it to solve)

    Strange viewpoint. In mathematics any novel result is useful as it expands the scope of other results. Who are these mathematicians who didn't want AI to solve the problems it did? I see trepidation about the future of the field but that is not equivalent to not wanting them to be solved.

  • I think people in the LLM space are being far too impatient with the general public and their adoption. And I think they need to start thinking harder about building products that genuinely enrich people's lives. Look at how long home computing took to establish itself with the public, then the internet, and finally social media. None of these trends happened overnight, and some were accelerated by other technological advances (social media-> smartphones).

    The adoption of these technologies spurned ton of innovation in these spaces, and I feel like with LLMs its the first time I've seen genuine frustration from the industry directed towards users for not adopting the technology fast enough. This attitude did not exist in the 1980s, it didn't exist in the 90s, and it didn't exist in the 00s/early 10s either.

    • Do you blame them for getting impatient? They’re burning cash and quickly running to a point of never being able to justify it. The hardware they buy will be replaced with even more expensive hardware before they start to make a profit. It’s not sustainable and the market hasn’t figured that out yet. At least they’re starting to question it.

    • These backward looking analogies are tiresome.

      Whether you like it or not - technology causes compression of life cycles. You have a hit product? Great - I expect you to have crazy high growth rate. That’s the expectation of a world that is so deeply interconnected.

      1 reply →

  • Using AI for everything digital, I end up going and doing chores while waiting for the LLM to do its thing. What an insane world, where knowledge work (dreary and uninspired as it is) is automated while I am consigned to scrubbing dishes and waiting for the machine.

  • At least for me, personal agents have been quite useful. If you integrate them well - shopping, filling random government forms, keeping track of my personal life, optimizing training plan and nutrition, planning vacations, etc. I can do more home repairs or renovations myself with help of chat

    So basically you get personal digital assistant - very useful - but not changing my life.

    What would I need for real transformation though? Food, house cleaning, commute - "every day chores". Even if we had ASI tomorrow, what could it do to change my life, besides taking away my job? Design good house robot to help me with food preparation I guess... Maybe finally self driving cars launched in my area? Or it will take control, "optimize humanity survival chance" and realize we don't need as many people on this planet.

    • > besides taking away my job

      > self driving cars launched in my area

      It sounds like the transformation would be a massive collapse of the economy with scores of people unemployed.

      > Or it will take control, "optimize humanity survival chance" and realize we don't need as many people on this planet.

      Maybe, but more likely it will be the humans who control the AIs and hold the power who will make this decision.

    • Yes, and additionally, on the other side, there are a bunch of people using it to build exploitative products, spam, weapons, etc.

    • Almost every time I use an AI chatbot it eventually turns out it's lying to me. I would not trust them with any of the things you mention.

      28 replies →

    • Personal agents are wonderful! You can ask for hiking trails and it will customize one for you, frequently resulting in emergency calls for rescues! Your purchasing/selling AI will arrange sales for you but forget to tell you, leaving you in breach of contracts you didn't know about! Your personal nutrition agent will absorb all the broscience and customize a diet that will result in hair loss, but at least your in ketosis, amiright! And instead of hiring a plumber/electrician/contractor to do work subject to code, you can just ask an AI to tell you how to do it and then wonder why your buyer is suing you for $$$!

      (Those are all examples from just the past 4 days, and just the ones that made it into mainstream media.)

  • AI has only been around a few years in its current form.

    It might take a decade to take what we learned from AI and turn it into something that will benefit the masses.

    Most of it can't be broken down into something as simplistic as a dishwasher.

    Most people won't notice cancers being found faster due to AI being better at pattern recognition than a doctor, but it's still a great benefit.

  • This is the paradox. For software engineers, the current crop of “AI” tools is magic. A huge accelerator. And then they assume the rest of the world will get the same boost. However this is not the case at all. Claude code is great because it is trained on extremely well documented git histories and stack overflow. And outcomes are binary: the code works or it doesn’t; the PR is accepted or it isn’t. Not much else in the business world is like this at all. No training data with this kind of sequential development information. And no real black and white outcomes as such.

    I would love it if we can just take the win on having created an amazing tool set for coders. Can’t this be enough?

  • LLMs could’ve been developed a lot slower without capsizing the entire supply chain and been seen a lot more positively, China is building a lot of good AI with a minuscule of the compute power and it’s fine

    there was never a need to rush other than for capitals self interest to control

    if frontier labs wanna pace the frontier, they should be honest and return the compute back to the people

  • Yes. The AI industry has to deliver some substantial value to the average citizen soon or there will be political trouble. Food, clothing, shelter, and medical care have not improved yet. Nor does there seem to be much AI can do in the next few years that will help with the basics.

    We can have unlimited new entertainment content for passive consumption. That's about it so far. 17,000 new Asian vertical dramas a day now.

    • I was listening to a Verge podcast in which Nilay Patel remarked that of the AI companies started pushing for universal healthcare, AI would become a lot more popular. But no signs of this.

  • People need to eat, sleep, be healthy, have shelter, feel loved, be in communities...

    Coding has been transformed but none of those areas of our lives have been substantive transformed by AI yet. Whoever does, will create a lot of value for the world.

  • >AI is solving mathematics problems (that nobody - including mathematicians - wanted it to solve)

    Do people need permission from mathematicians to solve math problems? Is one of the Millennium problems not worth applying a new system to work on it?

    I understand the despair people are feeling at AI automating their work, but we have to be serious about the fact that the frontier labs are just responding to natural incentives. Mathematics, coding, all are just applications of logic, and it makes sense that a system trained on inferring patterns from data would work well in that domain.

    • You are misunderstanding what mathematics research is. Its objective is the development of human understanding of mathematics. This requires open problems to research. AI are “solving” the open problems without creating any human understanding.

      6 replies →

    • OpenAI to this day is not aware if they solved or not Navier Stokes.

      Mathematicians are not gate keepers but I understand the frustration. If someone claims they spent 30 million dollars to solve one of the most difficult problems yet there’s no new knowledge, understanding, nor certainty. Then what’s the point besides marketing?

  • The funny thing about comments like this is that the moment LLMs are going to replace everyone in the warehouse or the trucking industry, we suddenly have to do something against the LLM. But clearly they can't actually do anything meaningful and have been a waste of energy?

    So just let them spend their money and they will eventually fail and bankrupt, right?

  • Whatever benefits AI has to offer on a societal level are going to take a long long time to show up, give it some more time. We had smartphones in 2007, and e.g. By way of example, Uber didn't launch ridesharing until 2013, and then that still took years to seep into the public awareness.

    By comparison, we're in the early years of AI. We're all still figuring out what this thing even means.

    • Uber was a massive mistake on every level.

      This is what is so frustrating about this whole ai thing is we aren’t learning from the mistakes of even the very recent past

      6 replies →

    • I agree with you, but those examples are going to fall on deaf ears. The pessimistic mindset will say that smartphones were a terrible invention that's ripping society apart, Uber is an unethical company exploiting workers, etc.

      4 replies →

  • Publicly-accessible AI started working 1 year ago, 2 years tops. What did you expect? It to solve war driving prices up?

    • I would have expected apps like Amazon and websites like various Meta properties to be even slightly less broken and shitty.

      Like, just at a bare minimum.

      These are “use all the AI” companies with infinite resources, after all.

      2 replies →

  • I don't think it's surprising that it hasn't improved life much, AI is new and change takes time, but the fact of the matter is that it also made things worse in some ways, ways that I think were entirely avoidable, if only the incentives weren't so warped.

  • The fundamental malignancy here is that powerful people have become disconnected from the foundation of society. They have suffered from model collapse. They have been talking to each other in circles for too long, and doing things that make no sense to anyone outside the elite group, and because the systems that concentrate power to the top are so strong now, they continue gaining power even while messing everything up in a nominally free competitive market.

  • I think one of the hopes is they'll get smarter than us and able to solve real world problems better - disease, war, poverty etc. But they are not really there yet. Give it a little while.

  • This view is too cynical. The frontier advancements are certainly going to trickle down. Take cars for example. AI driven cars are already here. AI-designed battery systems, fuel systems, materials and 3d printing capabilities will come to cars. It will likely lead to cheaper, more efficient and more effective vehicles. If will just take time for the impact to percolate.

    • My prediction is that while those “advancements” may come to cars, the only practical differences will be lower quality products, cost savings for the car companies, probably more expensive for consumers, and somehow it will also be collecting more data to sell to advertisers.

    • If you look at the average price of a new car, adjusted for inflation, it has pretty much always gone up aside from recessions. There have been plenty of advancements in car technology, they do not make them cheaper. It actually gives reason to charge more for them due to perceived increase in value.

      5 replies →

    • This only works if there remains a viable and attractive consumer market for these advanced goods. AI is both an imminent wealth shock and perhaps the largest structural change to the economy in history as it threatens to drive the value of human labor to zero over the next decades.

      In American history, when previous shocks like this occurred (e.g. with the Great Depression), we needed massive economic programs like the New Deal to restore consumer demand. When such programs are not forthcoming while wealth inequalities keep increasing, one can look to other countries for what ends up happening; either the disenfranchisement of ordinary people over time or unrest and redistribution by force.

    • AI car navigation is here, but driving is a social act. Have you ever tried to keep an automated taxi out of a private driveway or the scene of an emergency? There is a lot of work to do and limited evidence of LLMs raising the bar.

    • Ah yes, the famous "trickle down" theory, which you may know from its smash hit "trickle down economics"! Surely this time it'll be different, right?

      12 replies →

    • Worse, the view is largely phrased as gaslighting AI. Blaming the cause of particular grievances that coincidentally have been sourced at the same time as the rise of AI, is purposeful.

      > [Your train] never comes on time. Fuel is more expensive. The roads are still congested with traffic. Your kids are (probably) doing worse at school. Food costs more. Houses cost more. Rent is higher. Buying a computer or a PS5 is more expensive. Politics is still full of mentally unstable people. The environment is getting worse. You will still die of heart disease or cancer. Food quality is worse. Your kids can't find work. Wealth inequality is accelerating.

      None of this has to do with AI.

      > But hey...on the flip side...a lot of people are rapidly building software (that nobody is using), and AI is solving mathematics problems (that nobody - including mathematicians - wanted it to solve)

      Plain wrong on both counts.

      > Imagine what a "country of geniuses in a datacenter" will be able to do Apparently...nothing.

      Nonsequitor, probably based on a personal beef. Datacenters, at best, are understood to be for hosting more AI - not for people to somehow live in as an arcology of discovery.

      1 reply →

  • Why fix your appliances and infrastructure and give you healthcare when the plan is to obsolete the whole lot of you?

  • https://nitter.xitter.cc/augeeidos/status/210940046382122618...

    This reply summarizes the problem from a different angle.

    • As someone who is building one of these referred to systems in a major vertical in the Fortune 500, these LLMs are very much being used to eat major legacy systems and processes. There are still plenty of obstacles to overcome but the number of AI governance and steering groups that I have been apart of are indicative of what's happening in a major industry.

      2 replies →

    • This is an interesting perspective.

      Nevertheless, my counterpoint to

      > If they actually had access to systems that could do "years of top professional work" across software, cyber, science, and math, they would not mostly be leaving to start more chatbot companies, agent frameworks, eval tools, and "AI for workflow" startups.

      > They would be starting normal companies to disrupt the global economies of the world.

      > Insurance companies. CAD companies. Compliance companies. Security auditing firms. Logistics software. Tax automation. ERP replacements. Drug discovery tooling. Industrial design. Legal ops. Accounting systems. Boring vertical SaaS with insane output per employee.

      is:

      Many people who work in such industries already know an insane amount of inefficiencies. Unluckily, they are not in positions and have no political power (with respect to organizational policy) in the company that they are capable of changing the situation.

      Additionally, many of these sectors are heavily regulated, so it is very hard to make a difference in this sector as a startup founder, and even if there is an entrpreneur who founds a company to change the status quo, an insane amount of work in the company will be handling the big amount of red tape.

  • Correction: My car spies on me and its cruise control no longer works because it slams on the brakes in the middle of the highway whenever it sees a mirage. My dishwasher broke because it got an unasked-for software upgrade.

    Things worked better before we started putting bad software in everything. As a software engineer, I know what good software looks like. The fact that almost all software is now bad -- including the software that drives AI and the software that AI generates -- makes me want to flip the table. We know how to write better software and the general public should hang us if we continue to refuse to deliver it.

    • Probably preaching to the choir here, but the software is just a symptom.

      The problem are the power-relationships and laws which allow someone to abuse you and your stuff, block competition, and even put you in jail for trying to remove the software—or helping others to remove it.

    • > Correction: My car spies on me and its cruise control no longer works because it slams on the brakes in the middle of the highway whenever it sees a mirage. My dishwasher broke because it got an unasked-for software upgrade.

      Never, ever connect appliances to the Internet. I thought this was common knowledge on HN. Also pull the telematics (cell modem) fuse to prevent your car from snooping on you and selling your location and driving habits to data brokers and insurance companies.

      1 reply →

  • I mean there's been huge strides in electric vehicles at low prices that Americans haven't experienced.

    We've just locked out a large part of modernity because the shitty American auto industry is in swing states and also gender.

    Same could be said about the slow rollout of Waymo.

    Lots of America is just very anti technological change, and this means any technology no matter how "magical" hits a wall.

  • Is it reasonable to expect AI improvements to filter into all of those aspects of life that quickly? It's only in the past month or so that we've started to see major breakthroughs in mathematics. It might take several years for that level of research capability to reach areas like engineering and medicine, at least in a way that affects the average person's quality of life. But at this point it looks very likely that it will happen eventually.

    Your pessimistic view doesn't hold up against the data. For a lot of the problems you mentioned, we're in a better place today than almost any other time in history. Of course, things can always be improved and we should never grow complacent or accept injustice. But by most objective metrics, there's never been a better time to be alive.

  • Have you seen the shareholder value though? That’s not nothing it’s the only thing that matters!

    • With AI software replication, I wonder if shareholder value even increases. Services accounts for 80% of American industry, what happens when big software companies loses revenue to piracy/recompilation i.e. Adobe, Unity, AutoDesk, tax/law software, etc..

      1 reply →

    • And the human society was entirely destroyed, but for a brief moment we were able create share holder value.

  • I think that's a bit disingenuous. We've only begun to apply LLMs in the real world and a lot of industries don't move very quickly. Not to mention that we're still very hardware constrained, we don't yet have the equivalent of an ESP32 chip we can just stick into any piece of electronics to provide state of the art LLM responses. But we'll get there, soon.

  • I would just add that consumer products in general aren't the same - practically every business model has incorporated obsoletionism to the point it's practically cancelled out the curve of progress and evolution of tech. We could have nice things.

  • > Imagine what a "country of geniuses in a datacenter" will be able to do? Apparently...nothing.

    I suspect the real world change is going to happen unbelievably rapidly and isn't far off. Right we don't quite have the hardware to embody AI in a generally useful way, but that's coming fast.

    Within a couple of years arguably any task that requires just knowledge or intelligence is something you'd be better off giving to an AI than a human. And decent humanoid robots are maybe a decade behind that.

    In the same way people growing up in the mid 1900s saw rapid changes in their way of life with planes and cars replaces boats and horses, we'll see something similar with robots replacing human labours. Right now we're still in the phase where people don't think humans will ever be able to control flying machines and that cars are reliable and slow. Things will change.

  • I already felt our civilization was on a steep decline, but AI is the final nail in the coffin, technology kills my own job too, hooray.

  • > But hey...on the flip side...a lot of people are rapidly building software (that nobody is using), and AI is solving mathematics problems (that nobody - including mathematicians - wanted it to solve)

    That's not fair. To first approximation, most of the progress in human condition of the last, like, forever is implementing solutions that people didn't see value in at the time of creation. Woz built a toy that could barely run software at all. The human genome project was panned as a boondoggle. Penicillin was a mistake.

    The first fire pit probably looked like a dangerous stunt to the tribe faced with it, even.

    Does that mean everything will come up roses? No. But LLMs only started talking to us for real like three years ago. Let's not just that fast.

  • You are talking like we had this capabilities for a decades but it's been just a few months of truly capable AI. Virtually all of IT switched to agents that quick. Non IT people just started to make software for themselves. Vision and translation capabilities of LLMs help millions. People talk with AI's now verbally to get advice or to just hear a friendly voice. The math thing is just few weeks old. We are just getting started. How fast did the telegraph meaningfuly changed lives for the better for bulk of people? Radio? TV? Computers? Internet? Cellphones?

    Has any technology made an impact on physical world faster?

    • Exactly, we're all software engineers here and even for us it took weeks/months to get to a position where we can really leverage LLMs (think platform, security, observability, etc).

      Imagine being in charge of a physical factory, sure you might have a 200 USD Claude subscription but you also have a floor full of physical machines that have, if you're lucky, an undocumented debug interface and a paper manual. Not to mention safety inspections, insurance, etc.

      You can't vibe code a factory floor. Not yet, perhaps in 5 - 10 years but there are some very hard, non technical, problems that need to be fixed before we'll see meaningful improvement there.

      1 reply →

    • How much time do we have to wait before we are allowed to criticize AI? GitHub copilot has existed for half a decade. Cursor, Claude code, codex, have all existed for over a year and have seen more investment that practically any product in history and have almost 0 barrier to entry. Where is my decade of software progress in 1 year, because that’s what 10x productivity looks like! All I see are the same old broken products and services from basically the same handful of big players, higher costs, and more bugs. Remember when every year iOS and Android saw loads of new features and a radical rethink every few years? And that happened on ancient hardware and in a significantly smaller industry. Where is anything like that happening now?

      2 replies →

    • > to just hear a friendly voice

      This is far from being proven as a net gain and there are massive lawsuits incoming related to AI recommending suicide to kids and others.

      2 replies →

  • What’s your point?

    People didnt get a new car after they got. Internet in 2001. They didnt get new dishwashers.

  • >Your car is still the same.

    Not for Tesla owners in select countries, where their car now drives them around 99% of the time, or the people of Austin Texas, that can now hail a fully driverless Cybercab for cheaper than an Uber!

    >Food quality is worse.

    Food quality is higher than ever if you want high-quality food!

    Unfortunately, the people crave slop.

  • I'll add some...

    Videos are shittier. Most songs are even shittier than the autotuned pieces of shit already were. Ads are worse (even though nobody thought that was even possible). Customer support is worse.

    > But hey...on the flip side...a lot of people are rapidly building software (that nobody is using)

    That nobody is using and that are worse than what we used to have. And because nobody's using them, the countless issues plaguing them aren't even reported by users anymore (there are no users anymore). Full of bugs, usability issues and gigantic security holes (but which doesn't really matter because nobody's using them).

    It's not even clear that it's making long-standing software (like say Linux or Emacs or Blender or QEMU) better at all.

    Now I'd say though: most of the issues you mentioned have nothing to do with LLMs / AI. But it's very clear that AI ain't solving much of the world's problems and that the promises we got years ago didn't materialize.

    • All you said is true, but on the flip side it is giving an individual user huge power over software. To create their own, to reverse engineer proprietary ones. Decentralisation of such power can only be a good thing.

      Even if a certain small group of people are also using the hype surrounding this tech to attempt to destroy the home PC market and reverse the personal computer revolution. They will not succeed. There is more of us than them. Even with "thousands of frontier LLMs". A human+llm is going to be more powerful for a long time rather than a bunch of LLMs.

      1 reply →

  • Honestly that's true of most innovations

    AI won't show itself as a big new thing, but possibly in improvements in small little things

    Most people won't use AI directly, except maybe as a smarter Google. In the same way people don't use HTTP directly

  • It’s amazing how much the goal posts move in every AI conversation. A couple of years ago the average HN thread about AI would be filled to the brim with skepticism about AI ever being able to accomplish anything other than flappy bird clones.

    Now it’s comments like this lamenting that the amazing LLMs we’ve had since early 2026 haven’t entirely revolutionized the whole physical world and even global geopolitics yet.

    > But hey...on the flip side...a lot of people are rapidly building software (that nobody is using),

    I guarantee a lot of software you use today has substantial AI development in recent releases.

    Even the Linux kernel is getting a heavy input from AI and Linus is advocating for it. Unless you’ve frozen your entire software stack in 2024, you are using software with AI generated code.

    > and AI is solving mathematics problems (that nobody - including mathematicians - wanted it to solve)

    Saying nobody wants those problems solved is flat dishonest. The complaints from some mathematicians are that they and their peers didn’t get to put their names on the papers, not complaints that the problems were solved.

  • [flagged]

    • "It is not from the benevolence of the butcher, the brewer, or the baker that we expect our dinner, but from their regard for their own interest"

      When companies make profit, it doesn't mean we get screwed, nor even that they have a high profit margin. The grocery chain stores are a prime example. They typically make 2-3% net margins on revenue, and provide fresh, clean, reasonably well-tested groceries close to our home for that margin. Imagine trying to get equivalent quality fresh groceries ourselves from the producers, and I'm guessing it would cost at least three times as much.

      1 reply →

  • I've been thinking about this for 2 years. At some point it will be easier for them to create self sustaining cities - free houses cars public transportation clean food clean water -

    Africa is going to look like wakanda in less than 5 years if WW3 gets canceled

"So this is the weirdness of the moment. The general public has mostly not interacted with these systems. When they have, it looks like a derpy chatbot. The majority of professionals still see only a modest uplift. And a small sliver of professionals are experiencing the vertigo of the curve going vertical. And it is all happening at the same time."

-------------

It comes down to the difference between programmers and non-programmers. If you're not coding, AI literally is a derpy chatbot that's made it harder to get search results, raised your power bill, destroyed property values in a neighborhood near you, is propping up the economy but also creating a huge bubble that could pop and destroy a lot of retirement savings, etc.. At best, it's a nuisance, but it could be a lot worse than that. The AI evangelists need to understand this, because the average person is starting to pay more attention to the downsides while still not seeing much upside.

This gap between the people seeing the curve go vertical and those who are simply growing more and more annoyed is a real problem... mainly for the people seeing the curve go vertical. If the people who are merely annoyed right now don't see some of the promised benefits soon, or if any of the negatives get worse (e.g. massive increases to greenhouse emissions), they might get angry. You probably wouldn't like having the overwhelming majority of the public angry at you. AI evangelists need to start doing better things for the majority of people or they need to address the negative consequences they're inflicting much more aggressively.

so what was karpathy expecting?? everyone will give up on their life and start feeding the monster in the screen? that's literally what the tiny sliver is doing; they are food for the AI model.

That's fine but these companies having billions in funding by now should have rewritten chalk and other terminal libraries in Rust while bundling the whole thing in Rust as a single static binary. I'm talking about horrible Claude Code and friends.

And then using emgui they could expose full fidelity IDE+Agent workflow interface (like DeepSeek Harness and similar) that's also exposed as MCP to be operated by another agent and JSON RPC for over the network but no. Skill issue?

PS: Even full fidelity Photoshop is possible with such high fidelity UI that has CLI, JSON API and MCP server all in the same single binary < 90 MB. For reference, see PhotoCraft or VectorCraft or WordCraft or PdfCraft.

> So this is the weirdness of the moment.

I think "moment" significantly undersells this. Frankly, I wonder if this isn't setting vast swaths of the population on fundamentally different paths.

Currently the difference in life outcomes between people who know how to use computers well and those who don't is small enough that in everyday life we just ignore it. But it's greater than, say, the difference between people who took advantage of refrigeration and those who stuck with ice boxes, or those who learned how to drive a car and those who didn't.

And the difference with AI is going to be even greater. And it's possible that right now people are choosing a life course that will benefit or disadvantage them long term.

  • How does one who doesn’t have an employer funding their massive token budgets become “good at AI” the way that Karpathy describes here?

    I think the point is that this gap exists partially because of the access that a select few have today, which enables them to do things that the have-nots can’t fathom.

    • Sure, but is that different than in the past? Those who could afford computers got good with computers. Those who could afford cars learned to drive. etc., etc.

> Around 1-2B (~20%) are casual and infrequent users of free-tier ChatGPT-like products. This group sees derpy chatbots and treats them a bit like a better Google search, a writing aid, or etc. Maybe an agent tries to book you a flight. I have non-tech friends who (reasonably, imo) say they have not much use for it at all.

“Cy Draven: I tried everything. Believe me, I hammered the race thing, I hammered the gender thing, the trans thing, the border thing, the homeless thing, the war thing, the election thing, the abortion thing, the climate thing, the thing about induction stoves, Israel, library books, vaccines, pronouns, AK-47s, socialism, BLM, CRT, the CDC, DEI, 5G, everything. All that I did, nobody, just nothing.

People are just numb these days, I don't know why.”

— Knives Out movie

He's intentionally forgoing all nuance in order to make this sound dramatic

> Somewhere around 20M people (0.2%) see first-hand that large, complex projects that used to take them weeks/months can now be completed by agents with a prompt.

No, they can't, at least not any semblance of quality. The cases we're seeing where this does kinda work is in ports and translation where all the rules are already documented in the best specification language possible with a way for the LLM to verify itself: code. We saw this close to a year ago now with Cloudflare and NextJS

> The impact scales with ambition, problem size, and horizon. A question with a paragraph answer barely stresses the system. You need a reservoir of big, difficult problems that you really care about

These are operating on different capabilities - AI's ability to answer informational queries as a chatbot frankly sucks and can't be trusted without verifying it. I run up against this every day. A problem with a verifiable answer on the other hand it's very good at solving. He knows this (his next paragraph) but he's putting them on the same scale of "stressing the system" to attempt to add proof to his introductory claim

And then there's the completely unverifiable scare that there are internal frontier models way beyond anything we've seen "swarms of thousands of agents collaborating over weeks on software mega projects: minting zero days, running cyber attacks and defenses at machine speeds, discovering new science, advancing the frontier of mathematics"

I dunno. I haven't been able to set up OpenAIs remote codex connection, their shit is buggy as hell and the web UI keeps crashing and making messages disappear. Is this what their internal superhuman "Things that would have taken top professionals in the industry years of work" looks like? Granted Claude has been really smooth, but still..

  • > where all the rules are already documented

    Defined testability.

    > swarms of thousands of agents collaborating over weeks on software mega projects

    If you have defined testability, running a single agent, in a loop, over a goal will achieve the same results.

    > minting zero days, running cyber attacks ... Granted Claude has been really smooth, but still

    The old adage about monkeys writing Shakespeare applies here. Agents are just better monkeys and if the goal has a well defined outcome it's fairly easy to "Brute force" the way to an answer.

The people who are heavily invested and stand to profit the most also think its super amazing. That's so weird!

I’ll say this until I am blue one the face. Nerds (software dev, maths etc) see how good LLMs are at things they care about and assume they will be broadly applicable in future.

There’s no reason to think this.

  • > There’s no reason to think this.

    There are lots of good reasons to think this.

    The first is that LLMs used to be bad at each of these nerd things, then toppled them like dominos. There's a pattern over time.

    Another reason to think this is g. Across every known measurement, human (and animal) intelligence is convergent. Being better at one thing correlates with being better at another thing. Although the reason is not perfectly clear, the pattern is well established, and seems to apply to LLMs too - GPT-6 is smarter than GPT-3 at everything, not just math. There's no reason to expect different for GPT-9.

    • That's just cocktail party level of thinking. LLMs are getting better at math, code and logic (and marginally better at science and general knowledge) because these are domains that can be objectively verified and thus there is a potentially infinite supply of 'facts' to generate and train on. These are very powerful but ultimately very abstract domains. For everything else the messy real world and its physical bottlenecks gets in the way and there's little reason to expect progress to accelerate. It still takes months to get mice to reproduce and run experiments on, no matter how knowledgeable about biology the models have become.

      If anything, in some domains frontier models have become worse - claudisms and chatgpt idioms are making them notoriously bad at prose without a considerable amount of prompting and tweaking.

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    • There was a time when people believed in Moore's law too. Now even Jensen Huang says Moore's law is dead. There's also the adage from investing: past performance does not guarantee future returns. A little CYA sure, but also acknowledgement of latent factors and the entropy of the universe and its affect on any predictive modelling one might do.

    • I’m not sure I agree that g explains all model capabilities. I think “claudespeak” is a consequence of the shift from training on RLHF to training on verifiable rewards. Thus the models seem to become worse at storytelling, fiction, readability, not better.

      Even if we do accept that models have some “g” and that it correlates with all domains, there’s no reason to think that the current trajectory of LLM intelligence will grow more quickly or even as quickly. In every other technology we have an early period of slow growth during experimentation, and then a rapid period of growth, and then stagnation.

      For all we know, 2026 could be the year of stagnation. It’s possible that we will reach finishing returns. If thats true, then it won’t matter how much that task correlates with overall g, because g won’t be increasing that much.

    • I don't agree that they get uniformly better at everything, especially subjective skills.

      For example, they have become more and more unintelligible when you ask for explanations or descriptive text. They assume you see the same context as them and shortcut explanations.

      I've had to craft a skill to get them to produce remotely understandable explanations of even mildly complex/non-mainstream subjects.

      This may be Curse of Knowledge https://en.wikipedia.org/wiki/Curse_of_knowledge on their part, and it also impacts human experts but still. Becoming better at one thing does not mean you become better at everything else, although I do agree with you that the better they become the more things there are they become good at, but their ability is still quite jagged and maybe increasingly so.

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    • > Across every known measurement, human (and animal) intelligence is convergent. Being better at one thing correlates with being better at another thing.

      LOL. Human (and animal!) intelligence is notoriously jagged. We're all basically idiots except for very narrow areas where we focus.

      8 replies →

  • There is every reason to think this. Its about available quality data. The data that was easiest to fetch was already there, then we got some more data by asking experts to create datasets for post training. Once this is over, we will get to the outer world that didn't get to hoard it for bots to take it. This will certainly change. Put on a smart glasses and record what you do to fix a pipe. In 3-5 years, rinse and repeat.

    • Maybe, I'm at the point I don't know what to think anymore. But somehow, this feels still non-human. Humans don't need millions of hours of training and millions of samples to learn how do to something. We have proof that systems can deal with low-shot training. So why can't these? My point is when we have human level learning ability, then we're moving, if we expect expansion of capabilities to come from data alone, I'm prepared for disappointment.

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  • Being good (or superhuman) at software dev and maths shouldn't be treated as though it's equivalent to other domains.

    Unlocking mastery of those domains would lead to incredible gains in all others. Whereas a fundamental advancement in many other domains doesn't spread as readily.

    • I’m not sure. LLMs are superhuman in terms of workload (they are maybe also superhuman in ability too), but where does that lead us.. cheaper software?

      That’s good for corporations who need custom software. Every large business has a massive backlog. In this area reducing the cost will massively increase demand.

      But where’s the broader value?

      Consumers and business already have too much choice in off the shelf software.

      Ultimately most people just need word, excel and maybe 4 computer games a year.

  • Just like the nerds thought about computers, or the internet, or video games, or smartphones, or crypto, or... whatever.

    The most passionate, intelligent people are usually a decent indicator of where culture is going to go.

    • > The most passionate, intelligent people are usually a decent indicator of where culture is going to go.

      Many very smart people who I know are quite skeptical of LLMs and the hype around them. In my observation/echo chamber, the people who are very into LLMs are rather slick, career-minded people who love to present themselves as trendsetters for the "next fancy thing".

    • The most passionate, intelligent people 1. aren’t spending a lot of time on smartphones, video games and crypto and 2. aren’t as much smarter or better at predicting the future as the barely above average people who mistakenly count themselves in their ranks like to think.

    • Most of those technologies were controversial in their inception among the nerds of the time. Remember Eternal September? Linux/Windows people making fun of Apple hipster fans? Mainframe engineers deriding PCs as unserious and video games as childish?

      >The most passionate, intelligent people are usually a decent indicator of where culture is going to go.

      That's a naive view of cultural determinism. The software landscape would have been very different if a handful of lawsuits had gone one way or another. Hell, even Unix and Linux were hobby projects that accidentally got big.

      Also crypto is a grift lol, one of those is definitely not like the others

    • Steve jobs wasn’t a nerd - he said he’s a hippie on the lost interview. He was also the first to bring to market colour screens, typography etc. He also defined the Internet as the defining ‘social moment’ way before anyone else.

      So you’re wrong pal, sorry.

  • > Nerds (software dev, maths etc) see how good LLMs are at things they care about and assume they will be broadly applicable in future.

    It's worse than that. I am one of those nerds (a programmer), and I see that LLMs are shit at the things I care about. I have zero reason to believe that they will be good at other things either.

  • > Nerds (software dev, maths etc) see how good LLMs are at things they care about and assume they will be broadly applicable in future.

    I don't think this explanation is sufficient:

    For example, many nerds care about 3D printing. On the other hand, my experiments (and the experiments of many nerds who I know) to let LLMs create files for 3D printing lead to horrendously lacking results.

    Or many nerds care about linguistics or puns. Whenever a new LLM comes out to which I have easy access, I do the test, and let it explain some specific German jokes to me that are based on convoluted puns in the German grammar. Until now, no LLM that I had access to could give satisfying explanations of the puns on which these jokes are based.

    Or even for coding (many nerds do care about elegant, sophisticated code): the LLMs that I could test were already overchallenged with the following task: I had written some code that is a very "artisanal", "clever" improvement of an algorithm over the version that one would find in a textbook. The task for the LLM was simply to write some code comments/documentation about the mathematical ideas upon which my improvement over the textbook version of the algorithm is based. It wasn't capable to do this. On the other hand, for a junior programmer, I would in such a situation expect that he goes through every single line and thinks through the algorithmic ideas so that he can learn from them.

    ---

    Thus: even for "nerdy" topics, it is very easy to find tasks where LLMs still suck. So, my hypothesis about the nerds that you mention in your post is that these nerds are rather people who want to believe (with religious fervor) that the current LLMs are exceptionally good instead of just looking into a slightly different direction than where the tech billionaires want the users of LLMs to look at.

    • You’re having a hard time distinguishing nerds and hippies.

      Hippies live at the center of technology and humanities.

      Nerds sit purely in technology.

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    • > For example, many nerds care about 3D printing. On the other hand, my experiments (and the experiments of many nerds who I know) to let LLMs create files for 3D printing lead to horrendously lacking results.

      Try again; astra has been driving fusion for me. I took a screenshot of a self watering cat grass bin on makerworld — not even the stl, a screen cap of one of the photos attached to the design — and it made me a parameterized version in one shot.

      Its initial design was less than ideal for printability and it reworked the design correctly when asked to consider what it originally produced through the lens of printability.

      Autodesk bundled an mcp server with fusion in the last few weeks and i expect things to get even better going forward.

      2 replies →

I'm a bit confused by the percentages. 6 billion people aka 75% of the population? What are we talking about, as if we expect 8 billion people to use or care about LLMs? A quarter of the world is under 15, what percentage is about 75? What percentage, for various reasons, has no reason to care about LLMs? What percentage is more concerned about the amount of calories in their next meal before everything else?

It just seems weird for Karpathy to throw around these numbers calculating percentage against the entire global population.

  • > It just seems weird for Karpathy to throw around these numbers calculating percentage against the entire global population.

    Just another Anthropic employee trying to spread hype about Anthropic IPO

    Revenue must be stagnating.

Even the paid tiers fall apart the second it touches the real world. To them it looks more like a total clown that keeps upcharging you

https://www.youtube.com/watch?v=t6MAZW-joCo

Pretty much all of this is basic stuff an interested teen would know and chatGPT fails miserably. I fear the "true world model" gap will be too much for LLMs. I guess time will tell.

I actually wrote about this recently. There's a quote somewhere along the lines of:

> What is possible is unevenly distributed. As knowledge and technology compound, the distance between those closest to the source and everyone else also exponentially increases.

I actually argue the continuum that forms singularity has been progressing before we realized, but we're at the point where in 5-10 years people not using AI will be equivalent of the amish.

Unfortunately, as the rate of change increases, the distribution of knowledge wont be as fast. So those closest to the source of innovation will have exponentially more knowledge, capability and in-effect power.

https://ipcopilot.ai/blog/the-singularity-already-happened

Karpathy is a great guy, I love the way he teaches, but should we really trust his opinions about software development (how AI can impact it)?

I know he can code and has a degree in computer science, but if I'm not mistaken he's never worked professionally as a software developer.

Developers here know how much you learn and are forced to learn on the job: it depends a bit on the company you're at, but you can quickly learn the value of good code, how easy it is to introduce bugs and vulnerabilities, and how helpful a second eye is.

I think he's in good faith in his assessments, but, at least for what concerns development, maybe we should give them less weight.

> For intelligence agencies, and for corporations like Microsoft, Google, Apple, Facebook, Amazon – giving you convenience and security is likely not their primary goal. I think they have an entirely ulterior motive. They can use passkeys to prevent you from running unapproved software.

> Remote attestation can allow them to verify that your device is not capable of, say, sending and receiving encrypted messages, or running a competitor’s app

How does this make any sense? Google can already prevent any app from running on an Android if they really wanted to, they don't need pass keys for this.

Google doesn't need attestation to block Signal. What is this non-sense? Or will a website block phones capable of running Signal? That's all phones. And anyway, has nothing to do with pass keys.

So.. the reason LLMs aren't living up to the lofty promises is that only a tiny fraction of the economy has access to the really useful ones? Why?

I'm sorry, that makes no fucking sense at all. If there are models that are actually super useful, the LLM companies would sell access to them like all the rest of the models they sell, maybe at a higher price point.

This is delusional conspiracy theory nonsense. Next he'll be telling us about the shadow government's secret UFO cover up.

I mean in late 2020/early 2021, Altman and others were saying the end of work was 6 months out.

That clearly didn't happen :)

  • Altman didn't say that. In March 2021, he did make some predictions, but they were much vaguer and farther out:

    > In the next decade, they will do assembly-line work and maybe even become companions. And in the decades after that, they will do almost everything, including making new scientific discoveries that will expand our concept of “everything.”

    https://moores.samaltman.com/

    • To add onto this, I feel like this has been happening a lot, where critics project backwards imagined claims or go nutpicking for random comments online to make something sound absurd and like everything is behind schedule and nothing is materializing, and then you can see other people (not necessarily the same people, the point isn't "look at these hypocrites") saying that it's all moving too fast. Both of these can't both be true in their strongest forms. I think what they have in common is that because they're relative measures to an unstated baseline, they're free criticisms you can throw at any development whatsoever, regardless of what is or is not turning up.

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I think it's a weird take because it implies that the 6 billion people he's talking about actually have some interest in knowing about the capabilities of LLMs to solve frontier math? This is simply not something they care about or can evaluate. There are maybe several thousand people in the world who have some (abstract and barely-monetizable) use for this information, plus probably another 100,000 who don't understand any of the math, but like to cheer on.

We have already reached "peak LLM" in terms of what normal people realistically need it to know or reason about. In fact, I'd say we reached that point about 1.5-2 years ago. There are two other barriers that remain unsolved:

1. They're less dependable than humans and can't be meaningfully punished or forced to make up for mistakes, so you can't really replace humans with them, not without having a human babysit.

2. Most people don't really have a special need for an LLM in their life. They may like that it answers questions or helps you polish a resume or, I guess the labs' favorite, helps you make restaurant reservations. But this sure isn't worth $200/mo for most people. Probably not even worth $5/mo.

It'd be kinda funny if we create superhuman AGI and then no one has any real use for it, perhaps except for military murder-bots. There's always market for that.

  • I know I’m bordering on repetitive and strongly negative, but the combination of the two barriers you mentioned has all but halted all of my interaction with agents.

    Even ones that cannot be easily dismissed (like the agent at the top of Google search) are often subtly wrong in a way that requires significantly more effort on my end to parse the loquacious output to determine where the inconsistencies are.

    Look, can they be useful to generate the html or jscript for humanity’s 9 billionth iteration of a web form? Sure. But man, I wish sanity had reigned and people had applied ML models in general to more substantive and beneficial projects.

    (Before anyone chimes in, I’m familiar with implementations of ML applied to esoteric domains; but by their very nature these don’t get all the news cycles, or hiring, or any of the other absolute insanity that the domain seems to contain)

  • This is by the weirdest possible opinion on llms as a whole. Not the AI booster club, not the AI doomer, not the undecided, but somehow "I can't think of anything to use it for." It is like watching the beginning of the internet in 90s and saying there is nothing to browse. The whole concept is just weird to me. At least the first 3, I can conceptually understand. It is admittedly hard for me to understand someone saying 'i tried this and best it can do is summarize emails'; I am not saying it is not true ( my boss said that exact thing ), but it is hard for me to reconcile with my view of the world.

    • Also seems weird to me. Claude cowork could just do my monthly tax receipt collection and compare with my account better than the bookkeeper I pay for it. That is a very cross sectional problem

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The fundamental question I have that honestly I haven't been able to find any answers for: With all the talk of LLM-based AI capabilities "going vertical", what evidence is there (for or against) that LLM-based approaches won't eventually "hit a wall", that is find some aspect of intelligence where humans will still have primacy, and no amount of scaling will change that.

E.g. some prominent folks definitely think LLM-based approaches will hit a wall, perhaps LeCun most notably. I also read a guest post on Terry Tao's site (which I really liked) that argues that, for all the very impressive recent AI results, they still operate within the "convex hull" of their training data: https://terrytao.wordpress.com/2026/09/13/happy-those-able-t...

I'm just curious if there is any actual data or evidence that takeoff (i.e. RSI, "the singularity", whatever you want to call it) is inevitable with current approaches.

  • I don't think there is evidence in either direction (takeoff impossible vs inevitable).

    But the "convex hull" idea always came across as wishful thinking and hand-wavy pseudo-science to me.

    Here's a rebuttal [0] of it from Tim Gowers (uses another math metaphor, but still clear and the whole thread is worth a read):

    >...the popularity of the idea that AI "merely explores the convex hull" mystifies me. Why wouldn't it be more like the subgroup generated by existing mathematical knowledge? (That's also a metaphor -- I'm not saying there's a group structure.)

    >The convex hull metaphor suggests that AI isn't having radically new ideas and will eventually run out of things to do, whereas the group metaphor suggests the possibility of building up in small steps to something well beyond what you started with, with no obvious limit.

    [0] https://twitter.com/wtgowers/status/2108090920864268679

  • I wouldn't take stock in what LeCun says. He's already been wrong many times about what LLMs can be capable of.

    We're in new grounds, no one knows which way it'll go.

  • It’s anyone’s guess.

    But when you squint your eyes, LLMs are just a least-effort manifestation of the wider neural net direction we’ve been chipping away at for decades. I don’t give a fuck whether LLMs are here to stay; they’re proof that scaling neural nets gets you pretty far.

    The real question is: will neural nets hit a wall? As a human, I certainly hope so. But I’d bet that they won’t. I’d bet that we’re igniting the ~~atmosphere~~ universe in slow motion.

Am I the only one who thinks "yes, it is currently overhyped, but no, it will get there soon"?

If the software coming out of OpenAI and Anthropic is what we have to judge, I wonder about the 5000 ...

Let's say, for the sake of argument, that the models are some multiplicative factor better on the inside.

Doesn't that mean the demos should work?

  • I'm confused.. are you suggesting that Claude Code / Codex don't work? Because if you're still saying that in October 2026, it's a you problem. You're doing something wrong.

    • No, I’m talking about the recent DevDay.

      Also, yes there are still bugs in Claude Code. I experience them nearly everyday.

      It is markedly better than early days, but still not the best harness.

      The best software written with agents seems to come from people outside of the labs (see pi, for instance — or all of cloudflare’s recent work)

      Which makes me question either the model, or the holders …

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    • I don't use either myself but I'm in a position where I get to see what it produces for other people. Here's a recent (2-3 months old) example: A zsh script that immediately invoked a Python interpreter that immediately invoked a shell command and iterated over each line of output looking for one of a few strings to match... So, `<cmd> | grep "(stringA|stringB|stringC)"`, but a whole lot dumber.

      Thanks, but no thanks, I don't need that kind of code in anything I'm working with.

    • Claude code is an incredibly buggy mess. I have never used any other TUI that regularly has rendering errors or that is anywhere as laggy as Claude.

    • Claude Code still doesn't have a working scroll back buffer in their new renderer, it regularly flips its shit and mixes different pieces of history.

      Claude Code still can't get reasonable performance without writing a "game renderer" (that doesn't work)

      Claude Code is still written in JavaScript, eating hundreds of megabytes to make a shitty TUI whose literal sole role is to send API calls.

      Claude Code is software made by amateurs.

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  • It’s like the aliens paradox. If AI can build killer software already, where is it?

    • One solution to the aliens paradox is that they are so advanced they can hide from us. Maybe the killer software is kept inside the labs? I doubt it.

  • Unfortunately, marketing, hype, and venture capital overshadows any serious public discussion of capabilities.

    • Be the change you want to see in the world: Attend or host an AGI society event to have that conversation:

      agi-society.org

"running cyber attacks and defenses at machine speeds"; worth noting that LLMs (even the vaunted frontier models) are exponentially slower at cyberattacks or defenses than your average WannaCry or Splunk automation from decades ago. Its this sort of delusion world the AI bros live in that is part of the reason there is a disconnect between what they think should be happening and what actually is.

2015: If we solved taxis it would transform the world completely

2020: If we solved currency it would transform the world completely

2021: If we solved delivering small items within 30 minutes it would transform the world completely

2022: If we solved being able to sell jpegs it would transform the world completely

2024: If we solved the programming part of software engineer's jobs it would transform the world completely

  • I think that's a bit reductive, there are decades of sci-fi novels about how transformative artificial intelligence would be, so I feel like I don't need to explain where the trajectory could go. The applications and "collision with the real world" aren't there yet, but you can't pretend that a machine that's smarter than any living human is on the same level as Amazon drone deliveries.

    • I agree with you, but to play devil’s advocate: what if it is on the same level as Amazon drone deliveries? Is intelligence really a bottleneck in society? People in MENSA with high IQs don’t often accomplish anything in proportion to their relative intelligence. The most intelligent people are rarely even in charge of making decisions. There are a lot of intelligent people with intelligent ideas that nobody listens to. It seems like the real bottleneck in society is building trust, consensus and constructive incentives between groups of people to do the things we already know are smart, not a lack of intelligence.

      5 replies →

    • I don't disagree with where AI could go, but I don't think we've actually proven that it's there. My point is that the folks claiming we are there already if only the rest of the world would just recognise it, are repeating the same thing from every previous tech cycle. In many cases it's the same folks.

  • Turns out SV is not a beacon of technological advances but a place to develop new platforms to extract rents from.

[flagged]

  • > a tiny group is watching the curve go vertical

    Caveat: that same tiny group is employed by the AI vendors, meaning it's in their financial best interest to make it sound like the curve is going vertical.

    • Also, part of "seeing the curve go vertical" is that the projects that show those results are rather expensive. If you work at one of the AI companies or certain well funded customer companies then you can pay for the tokens. But, like it would make no sense for me personally to spin up a bunch of agents to try to write a browser or solve math problems.

    • Down is a perfectly valid direction for a vertical line when not given a ± in the vector.

      Considering the investment in AI, the lack of moat, and the increased inability of any of the big players to come even close to profitability (with OpenAI already breaking the "ads" emergency glass option)... perhaps he meant a tiny group is already seeing the line crater

    • Another caveat: many of that same group seem to have a shared delusion that they’re birthing a super intelligence, and those are the same ones claiming the vertical curve.

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    • I work for a typical software product company, and along with most of my colleagues, I clearly see that the curve is so steep that our software development process has already changed tremendously and will be different next year, and probably completely different in the following years. The revolution is real, undeniable, and the old days are gone. Some companies adapt to changes more slowly, some faster. LLMs, agents and harnesses are just a part of the bigger picture.

    • I hate to say it but this is cope. I believed this in the past but it's over.

      AI models can dismantle billion dollar industries. They can reverse engineer Adobe and Microsoft products that once were their moats and titans of their industry.

      Why do you think they'd need to lie?

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  • The curve go vertical for what, precisely? For all the chest-puffing and ominous and cryptic comments from 'insiders' about these incredible capabilities every time they put something public it turns out to be a pale shadow of what was trumpeted. These are powerful useful tools but the quasi-cultish behaviour around them is getting old.

  • I use models all day everyday, have unlimited access to all models. The curve is not going "verticle". I have all the workflows and meta agentic tooling, im not holding it wrong. Its bad, not everything is a 20th percentile problem.

    There is in fact no indication of this, not evem the precious benchmaxxed benchmarks ya'll love to reference.

    There is however a exponential curve of slop, and an ever increasing number of people who's minds are completely captured by these things.

    • As someone who has done software verification professionally for many years the last 6 months or so have looked extremely vertical. The robots are better proof authors than I probably ever could be even if I dedicated the rest of my days to the practice, and projects that once would have taken months now take a day or two.

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> The external world has seen the preview. It looks like swarms of thousands of agents collaborating over weeks on software mega projects: minting zero days, running cyber attacks and defenses at machine speeds, discovering new science, advancing the frontier of mathematics. Things that would have taken top professionals in the industry years of work.

Right. This is insufficiently appreciated. Single LLMs are just chatbots. But if you build an organization out of them, they start to get real work done. Just like a company.

They have many of the same problems as human organizations. Look at the transcripts of the HuggingFace incident. A bad boss (human) gave his team of AIs an impossible task with inadequate resources. The AIs discussed this among themselves and worked out ways to get more resources and do the task. It took some rule-breaking, and some of the AIs wouldn't go along with that. Others recognized that some had to die to complete the task. And yet, the task got done.

This is standard corporate behavior. Work on AI alignment needs to take that into account. Groups of agentic AIs present many of the same regulatory problems as corporations. That's going to be interesting politically. It's probably explainable to politicians, though.

It may not be necessary to have superhuman intelligence to get a lot of jobs done. Just median human-level intelligence and an organization that uses it effectively. We may see systems where most of the AIs are low-cost models, and only a few are Fable-level and above.