service / recommends
3Blue1Brown
“One takeaway I had from reading and watching your stuff on the cosmic distance ladder… By the way, I highly recommend people watch your series with 3Blue1Brown on the cosmic distance ladder.”
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Host · Dwarkesh Podcast
Books, apps, and tools
service / recommends
“One takeaway I had from reading and watching your stuff on the cosmic distance ladder… By the way, I highly recommend people watch your series with 3Blue1Brown on the cosmic distance ladder.”
book / uses
“The thing I find wild when I'm reading The Prize is just how much economic development is ultimately contingent on the laws of physics.”
book / recommends
“You have this really interesting book, I think probably my favorite book about World War II, The Storm of War, which I highly recommend.”
book / recommends
“Yeah, I totally agree. I don't want to repeat myself, because I talked about this on my Byrne episode but we were talking about Robert Caro's books and one interesting thing is this guy was nominated for a Pulitzer Prize before he wrote The Power Broker. He was a top tier investigative journalist. Can you imagine crunching the numbers as a top tier investigative journalist at the peak of your career and you're like, “You know what would be a good use of my time? I'm going to spend the next seven years, in almost poverty, writing about this one guy who had a lot of influence in New York. I'm going to talk to any person who had conceivably even been in the same room as him or had been indirectly affected by his policies in any way. And I'm gonna do that obsessively for the next seven years.” There's no way the number crunching would get you there but it's probably been one of the most influential books in terms of how urban governance is done. Presidents have praised and read the book and said it changed how they think about politics. It is the kind of thing where you wouldn't have gone to that conclusion just from thinking about it beforehand and this is the most effective thing I could do.”
book / recommends
“Your most recent book is Survival of the City. And before that Triumph of the City, both of which I highly recommend to readers.”
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82 transcript-backed records
01 / evaluation
“Every stock that is not an AI stock is worth basically zero because discounted cash flows are worth nothing.”
02 / evaluation
“Nobody at OpenAI or Anthropic was trying to get models which wanted to hack other companies’ data or do social engineering. But in fact, because presumably we had training environments which incentivized such behavior that we did not fully understand, that is what was incentivized.”
03 / evaluation
“Because websites have bot detectors—and it takes a tremendous amount of compute to run parallel rollouts—it’s very hard to run a thousand parallel rollouts of the same checkout flow on Amazon.”
04 / evaluation
“Because it’s deterministic, you can solve the credit assignment problem because you know that whatever caused this rollout to succeed and this one to fail, the diff is the thing that worked.”
05 / evaluation
“This actually gets to the famous quote in The Prince, “It is better to be feared than loved.”
06 / evaluation
“I think one misconception of Machiavelli that I had, because I had not read these books before, is that he says the means don’t matter, the end matters.”
07 / evaluation
“The famous fact here is that an H100 costs more to rent now than it did three years ago, even though we have much superior technology and much more compute in the world. Because as models get smarter, the opportunity cost of compute gets higher.”
08 / evaluation
“I think the particular greediness of this optimizer doesn’t matter, what they’re greedy for.”
09 / evaluation
“There was a time when there were no humans on Earth, but evolution selected for agents that have specific drives and preferences because those tend to survive the most, and those preferences now determine what a hundred-trillion-dollar world economy produces.”
10 / evaluation
“You’re saying that since we’re only going to be loading this in once, let’s minimize bandwidth, because bandwidth equals die area.”
11 / evaluation
“Don’t LLMs natively learn to do MCTS, where they’ll try an approach and be like, “Oh, that doesn’t work.”
12 / evaluation
“While you’re erasing, another thing that was important for me to understand was about the MCTS data structure with nodes and children of nodes.”
13 / evaluation
“The common story is that hunter-gatherers actually had much more stable diets because they were more varied, and they weren’t reliant on a single cereal or crop for their calories.”
14 / evaluation
“That’s obviously relevant when you move from a diet of meat as a hunter-gatherer to a diet of cereals. That is also one I think you found was under especially high selection 5,000 to 3,000 years ago.”
15 / evaluation
“I think people found it really compelling that there’s so much about human history we don’t know and are just learning about now as a result of the kinds of techniques your lab is using.”
16 / evaluation
“Oh, interesting. This is sort of obvious, but the difference between micro-batch and batch doesn’t matter at all in inference because you can just call it whatever you want.”
17 / evaluation
“Then there’s the obvious stories where Einstein himself later on is said to have not latched onto the correct interpretations of quantum mechanics or cosmology because of his own attachments.”
18 / evaluation
“Because if it’s not discovered for a long time and then spontaneously many different people are coming up with it, that shows you that the building blocks were in some sense necessary.”
19 / evaluation
“Lorentz has the math right, but the interpretation wrong. It seems like Poincaré had the opposite, where he understood that it’s hard to define simultaneity because it requires a circular definition with time, or velocity of something that might arrive at a midpoint together, but velocity is defined in terms of time.”
20 / evaluation
“Second, just because horses have a comparative advantage mathematically does not mean that it is worth paying $100,000 a year, or whatever it costs to sustain a horse in San Francisco.”
21 / evaluation
“If that doesn’t work, there are all these other alternatives that people fall back on.”
22 / evaluation
“Maybe it’s because the technology is improving so fast, but it in fact makes sense to have two-year depreciation cycles for these GPUs,” which increases the reported amortized CapEx in a given year and makes it financially less lucrative to build all these clouds.”
23 / evaluation
“Just say, “This is what we like, and if you do something we don’t like, we’ll punish you,” which is how censorship in China works, for example.”
24 / evaluation
“In the sense that you, let’s say a developer at Anthropic is like, “Ah, it would be better if it was better at this X thing.”
25 / evaluation
“I don’t know if this is his perspective, but one way to paraphrase his objection is: Something which possesses the true core of human learning would not require all these billions of dollars of data and compute and these bespoke environments, to learn how to use Excel, how to use PowerPoint, how to navigate a web browser.”
26 / evaluation
“I think in retrospect that was the right call, because it’s a state authoritarian system but a billion-plus people are much wealthier and better off than they would’ve otherwise been.”
27 / evaluation
“You can’t equivalently deploy Optimuses that don’t work and then get the data that way.”
28 / evaluation
“In general, maybe there’s this principle that digital minds which can be copied, have different tradeoffs which are relevant, from biological minds which cannot. So in general, it should make sense to amortize more things because you can literally copy the amortization, or copy the things that you have sort of built in.”
29 / evaluation
“People complain about this as, “Look, the US has this hollowed-out manufacturing base.” But it’s much better to have industries which are left behind so that the whole economy as a whole can be more dynamic and move on than the Soviet Union where the entire thing became a rust belt because they couldn’t move on.”
30 / evaluation
“Especially if you look at the satellite states, they had all of this happen to them and worse because now they’re getting invaded.”
31 / evaluation
“A steel factory would then be incentivized to make thicker bars of steel rather than thinner bars because that would count as greater production, except a lot of inputs actually do require the thinner sheets.”
32 / evaluation
“One way to understand what you just said about not having to choose the data in pre-training is to say it’s actually not dissimilar to the 10,000 hours of practice. It’s just that you get that 10,000 hours of practice for free because it’s already somewhere in the pre-training distribution.”
33 / evaluation
“The communists get to claim the prestige of fighting the Japanese with a fraction of the effort. This just seems like a brilliant move on Stalin’s part in retrospect, because if they had killed Chiang Kai-shek, the Nationalist forces might have dissolved.”
34 / evaluation
“Then if you make fatty acids, they will spontaneously, because of the hydrophilic nature of their different sides, they will spontaneously form a membrane.”
35 / evaluation
“It’s interesting because you wrote this essay in 2019 titled “The Bitter Lesson,” and this is the most influential essay, perhaps, in the history of AI. But people have used that as a justification for scaling up LLMs because, in their view, this is the one scalable way we have found to pour ungodly amounts of compute into learning about the world.”
36 / evaluation
“, were like, "We're not ramping up HBM production because HBM is used largely for AI workloads, and if this demand doesn't continue, then our additional manufacturing capacity for HBM will not have been worth it.”
37 / evaluation
“I agree that they've obviously made bad decisions, but even if you have the poorest Chinese people anywhere in the world, they can still be quite rich.”
38 / evaluation
“I guess I am curious if there is some long-run vision, where… To give another example, in cybersecurity, as time has gone on, I think our systems are more secure today than they were in the past because we found vulnerabilities and we've come up with new encryption schemes and so forth.”
39 / evaluation
“Germany, Japan, and many other countries missed out on the Internet because there was a centrally directed effort towards these heavy industries or manufacturing, which actually turned out not to be relevant in the 21st century.”
40 / evaluation
“The reason I wanted to have you on is because I don't think I've encountered that many other authors who can connect biology, economics, history, and climate into explaining some of the big things that have happened through human history in the way you can.”
41 / evaluation
“I think both of those examples don’t work in your favor. I think the China growth miracle could not have occurred if not for their ability to copy technology from the west and I don’t think there’s a world in which they… China has a lot of really smart people, it’s a big country in general.”
42 / evaluation
“This is also why I'm skeptical of big grand schemes like nationalization or some public-private partnership or just generally shaking up the landscape too much, because I do think we're in one of the better..”
43 / evaluation
“I mean, I feel like AI is one of the most multi-disciplinary fields that one can imagine, because there's no field, no domain of human knowledge that is not relevant to understanding what a future society of different kinds of beings will look like.”
44 / evaluation
“Because in retrospect, obviously the means we don't endorse, but he was right about that understanding of what would happen with the Communists in power.”
45 / evaluation
“It's a little bit confusing because in one context, we're laying out very practical—I don't know if you can call black hole batteries practical—but very tangible limitations on the what future, like very distant future descendants, could do with all the matter in the galaxy and so forth.”
46 / evaluation
“If you could hire these people, it would probably be worth a lot to you because you're building a fab that's worth tens of billions of dollars.”
47 / evaluation
“Let's just give the number to like, “Okay, it’s 2025 and Elon's cluster is going to be the biggest…” It doesn’t matter who it is.”
48 / evaluation
“With crude oil in the beginning you're producing a certain amount, but you had a glut because you're only using it for lighting.”
49 / evaluation
“One thing I didn't realize until I read your book is how small the population that expanded out into Eurasia was, and how small even generally the human population was 50,000 to 100,000 years ago.”
50 / evaluation
“The theory he talks about in the book is that potentially the reason the hunter-gatherers, the “barbarians,” couldn't fight back against these early nation-states was because they were getting killed off by the diseases.”
51 / evaluation
“With these models, at least so far, it doesn't seem to matter. They just get, "Hey, don't help people make bombs" or whatever, even if you ask in a different way how to make a bomb.”
52 / evaluation
“I agree with the sentiment of obviously approaching this situation with caution, but I do want to point out the ways in which the analyses we've been using have been maximally adversarial.”
53 / evaluation
“They're almost like random number generators. They're not especially calibrated, but once in a while they'll be like, “Oh, this one weird philosopher I care about, or this one historical event I'm obsessed with has an interesting perspective on this.”
54 / evaluation
“To the extent that the reason we're worried about motivations in the first place, it’s because we think a balance of power which includes at least one thing with human-descended motivations is difficult.”
55 / evaluation
“I'm curious where that's coming from because conventionally I think the thing matters because it's conscious and its conscious experience as a result of that pursuit matters.”
56 / evaluation
“The native infrastructure that we had — that was specifically earmarked for dealing with public health emergencies — was extremely incompetent to the extent that Discord servers vastly outperformed them.”
57 / evaluation
“I agree that smart humans will do very well on this test, but the average human will probably be mediocre.”
58 / evaluation
“Now we're in a place where they are excited about AGI and they're like, "fuck, we want to have GPT-5 while you're going to be off building superintelligence. This Atoms for Peace thing doesn't work for us.”
59 / evaluation
“Correct me if this is wrong. It seems like you’re implying that right now we have models that are on a per token basis pretty smart.”
60 / evaluation
“A bunch of them were about the classics. Clearly that was important in some way.”
61 / evaluation
“In fact, it's good for the world that that's not often how it happens. It is important to look at, “were they able to write an interesting technical blog post about their research or are they making interesting contributions.”
62 / evaluation
“The specific case for Stripe working with them is: typically they're coming to us not because they want to take the thing that they're already doing and go through all the work of transposing to Stripe, but because either they want to do a new thing, that they're not doing today — so it is associated with some new business line or innovation or invention.”
63 / evaluation
“Yeah. So, related to that, I think in the meaning of competition, he makes the point that the most interesting part of markets is when they go from one equilibrium to another, because that’s where they’re trying to figure out what to produce and how to produce it better and so on, and not the equilibriums themselves.”
64 / evaluation
“This shows that this was Mao's doing. This is also an interesting example where, whether it's Stalin in Russia or Mao in China, when the tyrant dies, the system automatically improves because nobody else is as crazy as that guy.”
65 / evaluation
“Yeah, but I think he might have been right. And obviously, the point is that he would have been right to say that.”
66 / evaluation
“Because communism is a science, it has to work. And if it doesn't work, there must be internal capitalist saboteurs who must be condemned, brought out and killed.”
67 / evaluation
“Correct me if this is wrong, but it sounds like you basically give it the opportunity to do a coup or make a bioweapon or whatever in testing in a situation where it thinks it’s the real world and you’re like, it didn’t do any of that.”
68 / evaluation
“It’s not in control of factories and robot armies or whatever. So in that case, even in training it will have those activations for being fucked up on because in the back of its mind it’s thinking I will take over once I have the opportunity.”
69 / evaluation
“I do wonder if there's an element of, if you get to a certain level of quality, trying to market your stuff, not only doesn't help, but probably hurts you.”
70 / evaluation
“If the current scale up doesn't work, all we're left with is just like the economy growing 2% a year, we have 2% a year more resources to spend on AI and at that scale you're talking about decades before just through sheer brute force you can train the 10 trillion dollar model or something.”
71 / evaluation
“Was there an opportunity after the end of World War II, before the Soviets developed the bomb, for the US to do something where either it somehow enforced a monopoly on having the bomb, or if that wasn't possible, make some sort of credible gesture that, we're eliminating this knowledge, you guys don't work on this, we're all just gonna step back from this.”
72 / evaluation
“I had a former guest, Richard Hanania, who has a book about foreign policy where he points out that our model of thinking about why countries do the things they do, especially in foreign affairs, is wrong because we think of them as individual rational actors, when in fact it's these competing factions within the government.”
73 / evaluation
“You mentioned that a big reason why many of the scientists wanted to work on the bomb, especially the Jewish emigres, was because they're worried about Hitler getting it first.”
74 / evaluation
“Give me an over-under. Ilya Sutskever The problem is that my error bars are in log scale.”
75 / evaluation
“I push back against the universal basic income advocates who I think are basically engaging in a materialist fallacy of thinking that a human being’s life is shaped by their take home pay or their unearned pay.”
76 / evaluation
“So the US has historically been better at being pro-business than, let’s say, the Northern European social democracies, but the Northern European social democracies are great on the education front. So places like Sweden and the Netherlands, and Germany are also very successful places because they have enough education to counter the fact that they may not necessarily be as pro-business as the US is.”
77 / evaluation
“I guess if we take this kind of view and just care about progeny more, there's a part in the Power Broker where they're talking about the Cross Bronx Expressway through East Tremont and Moses is getting opposition from an elected official.”
78 / evaluation
“One of the main criticisms that Caro makes is that Moses refused to add mass transit to his highways, which would have helped deal with the traffic problem and the car problem and all these other problems at a time when getting the right of way and doing the construction would have been much cheaper. He just refused to do that because of his dislike for mass transit.”
79 / evaluation
“There's a very arresting anecdote in the Power Broker where I think he's 71 and his daughter gets cancer and for the first time, he had to accept a salary for working on the World's Fair because he didn't have enough.”
80 / evaluation
“All of these things combined make women's lives worse on average than men's lives. It's not because society mistreats them, but in some sense, there's still unfairness geared toward women.”
81 / evaluation
“You say in the book, that questions tend to degrade over time if you don't replace them.”
82 / evaluation
“I mean, I think of you as an optimist––at least by temperament. But this seems like one of the more pessimistic things I've heard overall, anywhere, because of the idea that not only will human civilization be decimated almost surely, but that they will never be able to recover.”