Evidence receipt / evaluation
Published · transcript-backedLeopold Aschenbrenner: evaluation
4 Jun 2024 Dwarkesh Podcast Leopold Aschenbrenner — 2027 AGI, China/US super-intelligence race, & the return of history
“I'm so bearish on the wrapper companies because they're betting on stagnation. They're betting that you have these intermediate models and it takes so much schlep to integrate them.”
Source trail
Everything needed to verify it.
- Speaker
- Leopold Aschenbrenner
- Attribution
- Verified speaker
- Claim type
- evaluation
- Recorded
- 4 Jun 2024
- Publisher
- Dwarkesh Podcast
Transcript context
…Right now, who feels it? You can go on Twitter and there are these GPT wrapper companies, like, "whoa, GPT-4 is going to change our business." I'm so bearish on the wrapper companies because they're betting on stagnation. They're betting that you have these intermediate models and it takes so much schlep to integrate them. I'm really bearish because we're just going to sonic boom you. We're going to get the unhobblings. We're going to get the drop-in remote worker. Your stuff is not going to matter. So that's done. SF, this crowd, is paying attention now. Who is going to be paying attention in 2026 and 2027? Presumably, these are years in which hundreds of billions of capex is being spent on AI.…
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