In episode 91 of The Gradient Podcast, Daniel Bashir speaks to Arjun Ramani and Zhengdong Wang.

Arjun is the global business and economics correspondent at The Economist.

Zhengdong is a research engineer at Google DeepMind.

Have suggestions for future podcast guests (or other feedback)? Let us know here or reach us at editor@thegradient.pub

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Outline:

(00:00) Intro

(03:53) Arjun intro

(06:04) Zhengdong intro

(09:50) How Arjun and Zhengdong met in the woods

(11:52) Overarching narratives about technological progress and AI

(14:20) Setting up the claim: Arjun on what “transformative” means

(15:52) What enables transformative economic growth?

(21:19) From GPT-3 to ChatGPT; is there something special about AI?

(24:15) Zhengdong on “real AI” and divisiveness

(27:00) Arjun on the independence of bottlenecks to progress/growth

(29:05) Zhengdong on bottleneck independence

(32:45) More examples on bottlenecks and surplus wealth

(37:06) Technical arguments—what are the hardest problems in AI?

(38:00) Robotics

(40:41) Challenges of deployment in high-stakes settings and data sources / synthetic data, self-driving

(45:13) When synthetic data works

(49:06) Harder tasks, process knowledge

(51:45) Performance art as a critical bottleneck

(53:45) Obligatory Taylor Swift Discourse

(54:45) AI Taylor Swift???

(54:50) The social arguments

(55:20) Speed of technology diffusion — “diffusion lags” and dynamics of trust with AI

(1:00:55) ChatGPT adoption, where major productivity gains come from

(1:03:50) Timescales of transformation

(1:10:22) Unpredictability in human affairs

(1:14:07) The economic arguments

(1:14:35) Key themes — diffusion lags, different sectors

(1:21:15) More on bottlenecks, AI trust, premiums on human workers

(1:22:30) Automated systems and human interaction

(1:25:45) Campaign text reachouts

(1:30:00) Counterarguments

(1:30:18) Solving intelligence and solving science/innovation

(1:34:07) Strengths and weaknesses of the broad applicability of Arjun and Zhengdong’s argument

(1:35:34) The “proves too much” worry — how could any innovation have ever happened?

(1:37:25) Examples of bringing down barriers to innovation/transformation

(1:43:45) What to do with all of this information?

(1:48:45) Outro

Links:

Zhengdong’s homepage and Twitter

Arjun’s homepage and Twitter

Why transformative artificial intelligence is really, really hard to achieve

Other resources and links mentioned:

Allan-Feuer and Sanders: Transformative AGI by 2043 is <1% likely

On AlphaStar Zero

Hardmaru on AI as applied philosophy

Robotics Transformer 2

Davis Blalock on synthetic data

Matt Clancy on automating invention and bottlenecks

Michael Webb on 80,000 Hours Podcast

Bob Gordon: The Rise and Fall of American Growth

OpenAI economic impact paper

David Autor: new work paper

Baumol effect paper

Pew research centre poll, public concern on AI

Human premium Economist piece

Callum Williams — London tube and AI/jobs

Culture Series book 1, Iain Banks

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