This is more interesting and deserves better discussion than we got from the previous title, which was derailed by the "AGI" bit, so I replaced the title with a representative sentence from the video.
(Edit: plus a question mark, as we sometimes do with contentious titles.)
On the one hand, that isn't necessarily a problem. It can be just a useful algorithm for tool calling or whatever.
On the other hand, if you're telling your investors that AGI is about two years away, then you can only do that for a few years. Rumor has it that such claims were made? Hopefully no big investors actually believed that.
The real question to be asking is, based on current applications of LLMs, can one pay for the hardware to sustain it? The comparison to smartphones is apt; by the time we got to the "Samsung Galaxy" phase, where only incremental improvements were coming, the industry was making a profit on each phone sold. Are any of the big LLMs actually profitable yet? And if they are, do they have any way to keep the DeepSeeks of the world from taking it away?
What happens if you built your business on a service that turns out to be hugely expensive to run and not profitable?
I mean there are different definitions on what to call an AGI. Most of the time people don't specify which one they use.
For me an AGI would mean truly at least human level as in "this clearly has a consciousness paired with knowledge", a.k.a. a person. In that case, what do the investors expect? Some sort of slave market of virtual people to exploit?
To share my experience, 25 years ago I looked into AI and had inclinations to see what scaling compute would do. It took no time to find advisors who told me the whole program I had in mind could not gain ethics approval and was mathematically limited. The former road block is now lifted due to the fact that nobody cares about ethics any more, the latter seems to be the remaining hurdle.
The goal of economic is not to reach AGI. It would solve the problems we have with the current market, therefore would it make less money, then to just "chase" for the AGI. Shirky principle in a nutshell.
It is critical to remember that there is a market for people who say "AGI is not coming"
It doesn't matter whether they are lying. People want to hear it. It's comforting. So the market fills the void, and people get views and money for saying it.
Don't use the fact that people are saying it, as evidence that it is true.
This is more interesting and deserves better discussion than we got from the previous title, which was derailed by the "AGI" bit, so I replaced the title with a representative sentence from the video.
(Edit: plus a question mark, as we sometimes do with contentious titles.)
>The era of boundary-breaking advancements is over
Maybe for LLMs but they are not the only possible algorithm. Only this week we had Genie 3 as in:
>The Surprising Leap in AI: How Genie 3’s World Model Redefines Synthetic Reality https://www.msn.com/en-us/news/technology/the-surprising-lea...
and:
>DeepMind thinks its new Genie 3 world model presents a stepping stone toward AGI https://techcrunch.com/2025/08/05/deepmind-thinks-genie-3-wo...
On the one hand, that isn't necessarily a problem. It can be just a useful algorithm for tool calling or whatever.
On the other hand, if you're telling your investors that AGI is about two years away, then you can only do that for a few years. Rumor has it that such claims were made? Hopefully no big investors actually believed that.
The real question to be asking is, based on current applications of LLMs, can one pay for the hardware to sustain it? The comparison to smartphones is apt; by the time we got to the "Samsung Galaxy" phase, where only incremental improvements were coming, the industry was making a profit on each phone sold. Are any of the big LLMs actually profitable yet? And if they are, do they have any way to keep the DeepSeeks of the world from taking it away?
What happens if you built your business on a service that turns out to be hugely expensive to run and not profitable?
so, without sarcasm: how many data centers is this non-happening worth? in other words, what justifies the huge spend?
I mean there are different definitions on what to call an AGI. Most of the time people don't specify which one they use.
For me an AGI would mean truly at least human level as in "this clearly has a consciousness paired with knowledge", a.k.a. a person. In that case, what do the investors expect? Some sort of slave market of virtual people to exploit?
Do we have a reasonable definition for what intelligence is? Is it like defining porn, you just know it when you see it?
mayhaps a prediction by an Artificial General Intelligence that is already here
Feels like we’re all just betting on the biggest “what if” in history.
To share my experience, 25 years ago I looked into AI and had inclinations to see what scaling compute would do. It took no time to find advisors who told me the whole program I had in mind could not gain ethics approval and was mathematically limited. The former road block is now lifted due to the fact that nobody cares about ethics any more, the latter seems to be the remaining hurdle.
The goal of economic is not to reach AGI. It would solve the problems we have with the current market, therefore would it make less money, then to just "chase" for the AGI. Shirky principle in a nutshell.
It is critical to remember that there is a market for people who say "AGI is not coming"
It doesn't matter whether they are lying. People want to hear it. It's comforting. So the market fills the void, and people get views and money for saying it.
Don't use the fact that people are saying it, as evidence that it is true.