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Dwarkesh Podcast

AI researchers debate how close we are to recursive self-improvement

New episode with John Schulman, Beren Millidge and Charlie O’Neill. I got together with some of the most insightful AI researchers I know who are at the openish companies, because I wanted to hear the details of what's actually happening at the frontier and what comes next.

Full show notes

Watch on YouTube; read the transcript.

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Timestamps

(00:00:00) – Steelmanning the case against RSI

(00:18:39) – What’s driving the Chinese labs’ progress

(00:28:06) – How will automated AI researchers be trained

(00:33:51) – Will long-horizon RL elicit AGI?

(00:45:24) – The sim-to-real gap

(01:00:33) – How much progress is explained by data?

(01:18:03) – Why is RL working so well?

(01:24:54) – Move 37 and entropy collapse

(01:28:32) – Rapid-fire timelines

This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit www.dwarkesh.com

11 Sept 2026 · 1:37:01 · transcript: transcribed · original

363claims extracted
2speakers named
49%of speech attributed
967transcript segments

Claims

In the order they were said

“like there's been a classic thing almost like marvex paradox right where like we see like you know we think of the ai being like if it can do this it's going to be amazing right like if it can solve these hard math problems if it can win a chess blah blah and then it solves these things and then it's like not that impactful obviously it's somewhat impactful but like not everything it's like if somehow that continues and like there's never like the true like spark of generalization that occurs i think that could lead to like the ai just being like extremely good at kind of everything that people like put into a benchmark to incorporate into an environment but like there's still some persistent like sim to real which is somehow blocking everything i think this is kind of unlikely i think we do actually see this kind of generalization even from RL in practice already but”

Claim: If AI systems do not achieve a true spark of generalization, they could become extremely good at benchmarked tasks while persistent simulation-to-reality problems limit their broader impact.

“to incorporate into an environment but like there's still some persistent like sim to real which is somehow blocking everything i think this is kind of unlikely i think we do actually see this kind of generalization even from RL in practice already but”

Claim: The speaker considers it unlikely that AI will remain limited to benchmark performance by persistent simulation-to-reality problems, because reinforcement learning already shows some generalization in practice.

Unidentified speaker
“i think people imagine that even once like once you have a an agent which is better than all humans at AI research even if it's like 0.1 better than all humans then the fact that you can run like you know hundreds of thousands if not millions of these in parallel you can run them much faster like chips going to speed up that's going to outweigh every other like bottleneck and like you're eventually just going to like hit this like very fast takeoff with recursive self-improvement I could imagine that if we continue along the trajectory that we're currently on”

Claim: If the current AI trajectory continues, an agent only slightly better than all humans at AI research might be replicated hundreds of thousands or millions of times and run faster, overcoming other bottlenecks and producing rapid recursive self-improvement.

Unidentified speaker
“with that paradigm where you know it's basically just like self-attention rl scaling up rl environments the i guess like if you think about what happened with moore's law right like we had this very like nice straight line and that held for a really really long time but there were so many like discrete like discontinuities and innovations that had to happen to keep that scaling law going and the same thing has kind of happened with llms like we had this pre-training like scaling law and then that was kind of like you know hitting the dimension”

Claim: Moore's law maintained a seemingly straight scaling trajectory for a long time, but sustaining it required many discrete innovations and discontinuities.

Unidentified speaker
“with that paradigm where you know it's basically just like self-attention rl scaling up rl environments the i guess like if you think about what happened with moore's law right like we had this very like nice straight line and that held for a really really long time but there were so many like discrete like discontinuities and innovations that had to happen to keep that scaling law going and the same thing has kind of happened with llms like we had this pre-training like scaling law and then that was kind of like you know hitting the dimension diminishing returns and then we came up with like RL and solved that and then we got this new like you know diminishing returns curve to hit that made it keep looking like a straight line going up and so like if it requires another one of those discontinuities to solve like I'm not sure that like the current method of like training elements with these RL environments even like RSI targeted RL environments would be able to discover that discontinuity and if not like we're probably going to hit this like asymptotic like curve where like”

Claim: After LLM pretraining encountered diminishing returns, reinforcement learning helped extend progress, which then encountered another diminishing-returns curve.

Unidentified speaker
“diminishing returns and then we came up with like RL and solved that and then we got this new like you know diminishing returns curve to hit that made it keep looking like a straight line going up and so like if it requires another one of those discontinuities to solve like I'm not sure that like the current method of like training elements with these RL environments even like RSI targeted RL environments would be able to discover that discontinuity and if not like we're probably going to hit this like asymptotic like curve where like”

Claim: If sustaining AI progress requires a new discontinuity that current methods cannot discover, progress will probably approach an asymptotic curve.

Unidentified speaker
“diminishing returns and then we came up with like RL and solved that and then we got this new like you know diminishing returns curve to hit that made it keep looking like a straight line going up and so like if it requires another one of those discontinuities to solve like I'm not sure that like the current method of like training elements with these RL environments even like RSI targeted RL environments would be able to discover that discontinuity and if not like we're probably going to hit this like asymptotic like curve where like”

Claim: The speaker is uncertain whether current training methods based on reinforcement-learning environments, including RSI-targeted environments, can discover the next innovation needed to sustain AI progress.

Unidentified speaker
“we have the answer that we kind of have the ability to implement it but like maybe there's the distinguish we should distinguish between a discontinuity which adds to the current paradigm again it's like cumulative like there's something beyond the rl that we have to discover maybe they're capable of like you know connecting the dots in that straight line or like like again how far off the global optimum are we do we have to We have to go back and throw out like, you know, gradient descent and like neural nets in general.”

Claim: The speaker distinguishes innovations that cumulatively extend the current AI paradigm from a fundamental shift that might require abandoning gradient descent and neural networks.

“The only hope really is if deep learning just can't get us to an AI, which is at least. can dominate human research and human development including the human ability to come up with new paradigms and so forth or like i don't know maybe human maybe humans would also never have discovered the the next learning architecture but um to the extent human sort of discovered it eventually but it just seems like i don't know if if you just look at the progress this happens in 2012 till now”

Claim: The speaker identifies as the only hope that deep learning cannot produce AI capable of dominating human research and development, including the creation of new paradigms.

“and you just continue that on i mean i know if that's been powered by huge amounts of compute scaling and so forth but um uh it would be weird if like it just didn't get to the point where it could like dominate humans at least in r&d especially over the next few years there's going to be ryan greenbaum was on the podcast recently and he made this point that you could imagine as ais get more and more capable and are capable of making progress on simulations which incentivize getting better at not only AI R&D but generally at science so this is the thing that all the labs targeting many startups are targeting or another intuition pump is if you look at the ELO score of chess bots since the 80s there's just like a very linear increase in ELO over time but there's this huge discontinuity as they cross the human range of human experts always win against AIs to like human experts never win against AIs”

Claim: The speaker suggests that increasingly capable AI systems may advance simulations that incentivize progress in AI research and development and science more generally.

“and you just continue that on i mean i know if that's been powered by huge amounts of compute scaling and so forth but um uh it would be weird if like it just didn't get to the point where it could like dominate humans at least in r&d especially over the next few years there's going to be ryan greenbaum was on the podcast recently and he made this point that you could imagine as ais get more and more capable and are capable of making progress on”

Claim: The speaker expects that continuing AI progress since 2012, supported by substantial compute scaling, would likely lead AI to dominate humans in research and development, particularly over the next few years.

“simulations which incentivize getting better at not only AI R&D but generally at science so this is the thing that all the labs targeting many startups are targeting or another intuition pump is if you look at the ELO score of chess bots since the 80s there's just like a very linear increase in ELO over time but there's this huge discontinuity as they cross the human range of human experts always win against AIs to like human experts never win against AIs”

Claim: The speaker describes chess-bot ELO as increasing roughly linearly from the 1980s, then undergoing a sharp transition around human-expert performance, after which human experts no longer won against AIs.

“yeah i mean i agree it would be very i mean the only way for this to not happen is if like as you said somehow asymptotes like just before basically because we're already pretty close in my opinion to like where we'll start crossing like the human elo score and so we'll need to asymptote before that and like that's the only way you know in this scenario you post where like somehow we're sitting here in 2035 and like everything”

Claim: The speaker believes AI is already close to human-level ELO and says the discussed scenario would fail to occur only if AI capability growth asymptoted just before crossing that level.

Unidentified speaker
“yeah i i think there's different kinds of research there's like research where it's like the auto research style where the objective is already specified very cleanly you're optimizing that objective and i think everyone is picturing like if we continue along this path of like you know making pre-training loss go down making our environment together what and those go up that's going to lead to like improvement but like yeah maybe what Ryan is talking about is like this much more open-ended type of science which is required for like paradigm shifts where we can't specify the objective and the AIs are definitely not able to specify that objective either like we have to be really really careful about how we specify objectives for any of these things”

Claim: The speaker distinguishes auto-research with a clearly specified objective from open-ended science for paradigm shifts, where neither humans nor AI can specify the objective.

Unidentified speaker
“together what and those go up that's going to lead to like improvement but like yeah maybe what Ryan is talking about is like this much more open-ended type of science which is required for like paradigm shifts where we can't specify the objective and the AIs are definitely not able to specify that objective either like we have to be really really careful about how we specify objectives for any of these things”

Claim: The speaker argues that objectives for AI systems must be specified with great care.

“um i actually john i'm curious for your like sort of uh wisdom of the ages of um or wisdom of like being in the trenches way back when but presumably a big breakthrough was realizing that next token prediction is the like you wouldn't have thought that nanos nano gpt speed run is the thing to be optimizing for in 2014 but now that we have come to this new paradigm that's you would think to do a speed run on that and have you guys get really good at that but maybe there's like a next”

Claim: The speaker proposes that recognizing next-token prediction as an optimization target may have been a major AI breakthrough.

“Yeah, in fact, I remember in the early open AI days having the intuition that actually just do like minimizing log loss wasn't going to get you to intelligence because like the important bits are accounting for. There was such a small fraction of the loss that like it was going to be overwhelmed by noise.”

Claim: The speaker recalls believing in OpenAI’s early days that minimizing log loss alone would not yield intelligence because important information made up too little of the loss and would be overwhelmed by noise.

“And like you can make all sorts of arguments for this and you could say, oh, humans probably don't learn how to like we don't learn how to model everything in our environment. We can't most like people can't create a photorealistic reproduction of some kind of scene they've looked at. um there must be we must need a better objective but then it turned out that it just worked anyway”

Claim: The speaker says next-token prediction proved effective despite prior arguments that a better learning objective was necessary.

“Just pre-training on this very naive next token prediction objective to like various tasks of interest where some very that require understanding of the input in some deep way or learning some skill from pre-training that's like very rare and like not very like heavily represented and then like”

Claim: The speaker says naive next-token pretraining can generalize to tasks requiring deep input understanding or skills that were rare in the training data.

“um some sort of singularity very rapidly without even scaling up the inputs to ai progress that are not just ai labor is that before every single experiment you run that's you know like a seven figure experiment you spend an equivalent amount of compute on ai labor and so you just have automated versions of you guys spending a century uh thinking about like what is the optimal experiment to run um do you like small scale ablations developing literally like a century's worth of theory so going back even before like deep learning before you decide what experiment to run doing extremely optimal like setting up of the experiment then you do a century of thinking after the experiment is over where you're like analyzing what happened and what the next experiment to run is”

Claim: If AI labor can use compute comparable to the compute for a seven-figure experiment, automated researchers could spend the equivalent of a century planning the experiment, running small-scale ablations, and developing theory before the experiment.

“I would imagine a future where AI is doing a lot of analysis and theory building, like spending a comparable amount of compute to the amount that you're spending on the experiments themselves, doing various kinds of analysis and building a theory around what we've seen so far.”

Claim: The speaker expects that AI will eventually perform substantial research analysis and theory-building, using compute comparable to the compute spent on experiments.

Unidentified speaker
“and like all thinking can do is like update your posterior based on like you know the bits that you've gotten since you formed your prior like you can't gain any new bits from like just thinking but when the objective is well specified and there is like this data sitting around like i imagine there will be this big speed up in the current paradigm we're in and like good example this is like”

Claim: Reasoning can update beliefs using information already received, but cannot generate new information beyond the evidence available when the prior was formed.

Unidentified speaker
“you know if you've got an ai to think about like the caplan scaling laws like an ai at this point would have noticed that like you know oh like they've just taken these intermediate checkpoints and didn't account for like the annealing and so like this is wrong and like that would have called that like years earlier we would have made like you know progress like like would have cut off a year or two of progress just from that like observation from an ai um and like again once the objective is well specified which is like lower pre-training loss or whatever”

Claim: An AI examining the Kaplan scaling laws might have identified years earlier that intermediate checkpoints were used without accounting for annealing, potentially saving one or two years of progress.

Unidentified speaker
“like there's many many good examples where if you just thought about it a bit more you would have been able to like cut down a significant on things that you've done so like mu p and like how learning rate scales with like model size and like realizing that model width is important in that as well um like i feel like you can you can really back out a lot of these things and cut off like a lot of low-hanging fruits i would imagine like a 10 times speed up if our thing is just like maximize the objective we're currently on but i don't see that how that generalizes at all to you know come up with the right objective in the first place like just thinking doesn't necessarily buy you the right objective in the first place”

Claim: The speaker does not see how reasoning that improves optimization of the current objective generalizes to discovering the right objective in the first place.

Unidentified speaker
“like there's many many good examples where if you just thought about it a bit more you would have been able to like cut down a significant on things that you've done so like mu p and like how learning rate scales with like model size and like realizing that model width is important in that as well um like i feel like you can you can really back out a lot of these things and cut off like a lot of low-hanging fruits i would imagine like a 10 times speed up if our thing is just like maximize the objective we're currently on but i don't see that how that generalizes at all to”

Claim: More reasoning could yield an estimated tenfold speedup when the task is to maximize the current objective.

Unidentified speaker
“like there's many many good examples where if you just thought about it a bit more you would have been able to like cut down a significant on things that you've done so like mu p and like how learning rate scales with like model size and like realizing that model width is important in that as well um like i feel like you can you can really back out a lot of these things and cut off like a lot of low-hanging fruits i would imagine like a 10 times speed up if our thing is just like maximize the objective we're currently on but i don't see that how that generalizes at all to”

Claim: More careful reasoning could have uncovered issues such as learning-rate scaling with model size and the role of model width, avoiding substantial low-hanging-fruit work.

“i mean yeah i think this is really the key question to like any kind of like very rapid rsis like from current ais is like how well can ais generalize like learning their own objectives because have any kind of like self-propelling automated loop you need the ai to like propose objectives optimize them figure that out propose a new objective and like have this like not go off the rails at like any point for like a long long time”

Claim: A self-propelling automated AI loop requires the AI to propose and optimize objectives, choose subsequent objectives, and remain on track over a long period.

“um coming back to more of x paradox there might be like a case of more of x paradox where like we think this kind of like autonomy and sort of like being like self-encapsulated so we can you know think of what we should do ourselves and then go do it and like have this loop is like super easy because we always do this and like obviously evolution needs to create creatures that can like survive on them by themselves like long period of time and like this just might be something that for some reason it's like really hard for the ai in the same way that like locomotion stuff is really hard but it's like math is super easy despite being super”

Claim: AI autonomy and self-directed action might be unexpectedly difficult for AI, even though humans routinely do them.

“suggest that that's you would yeah exactly i mean this is another possibility which like but i agree like there's no obvious evidence for this like in fact the fact that you know rl agents not being like super persistent and it's quite easy to do this it's kind of evidence against this but like this would be you know potentially like one of the reasons why like we just don't get this like immediate takeoff is like if this is hard”

Claim: If AI autonomy is difficult, that difficulty could be one reason an immediate takeoff does not occur.

“suggest that that's you would yeah exactly i mean this is another possibility which like but i agree like there's no obvious evidence for this like in fact the fact that you know rl agents not being like super persistent and it's quite easy to do this it's kind of evidence against this but like this would be you know potentially like one of the reasons why like we just don't get this like immediate takeoff is like if this is hard”

Claim: There is no obvious evidence that AI autonomy is unusually difficult, and the limited persistence of reinforcement-learning agents provides some evidence against that possibility.

“probably just like iteratively asking the right questions like if you can get the ai to like do any experiment but like you need to decide what experiments to do and like right now i think ai's are not very good at this compared compared to coding the experiment at all like whenever we talk about research they propose like a bunch of like miscellaneous things which are like very very tiny steps”

Claim: Current AI systems asked to conduct research tend to suggest miscellaneous ideas that make only very small advances.

“probably just like iteratively asking the right questions like if you can get the ai to like do any experiment but like you need to decide what experiments to do and like right now i think ai's are not very good at this compared compared to coding the experiment at all like whenever we talk about research they propose like a bunch of like miscellaneous things which are like very very tiny steps”

Claim: The speaker thinks current AI systems are much worse at choosing research experiments than at implementing experiments, and that their research suggestions tend to be miscellaneous, incremental steps.

“probably just like iteratively asking the right questions like if you can get the ai to like do any experiment but like you need to decide what experiments to do and like right now i think ai's are not very good at this compared compared to coding the experiment at all like whenever we talk about research they propose like a bunch of like miscellaneous things which are like very very tiny steps”

Claim: Current AI systems are much less capable at choosing research experiments than at coding experiments.

Unidentified speaker
“a very wide swath of data like and then even once radford discovered that right like it took a while before people decided to scale up because we had to come with the idea of scaling laws and the fact that like you can very reliably predict these things”

Claim: The speaker says that after Radford discovered next-token prediction over a wide range of data, it took time for people to scale up because scaling laws and reliable prediction of outcomes had not yet been established.

“something like deciding what how is it like the AI the assistants should behave or what it means to be helpful or what's like the objective when we're doing our all from human feedback is one such thing and then like then later like defining like constitutions and model specs is another one and I think even if the AIs can do all the technical work we'll have to still do a lot of that and decide what we actually want.”

Claim: The speaker expects humans to continue defining desired AI behavior and objectives—including helpfulness, human-feedback objectives, constitutions, and model specifications—even if AI systems can perform all technical work.

“Yeah, alignment is sort of the answer, but it's also alignment itself can be kind of decomposed into into like specification of the objective or figuring out what the right objective should be. And then. like actually like achieving or optimizing the objective you've defined and I think the first one is not going to go any way anytime soon”

Claim: The speaker divides alignment into determining the right objective and optimizing it, and expects the need for humans to determine the objective to persist for the foreseeable future.

“The thing that I think is most impressive about Antithesis is we started using it in a team that was building high assurance software and being really careful and nonetheless it was able to shake out bugs. That were otherwise going to be really hard to find and that's important both because it helps make those systems more reliable But also because it helps the teams that build it to just move faster I”

Claim: The speaker says Antithesis uncovered difficult-to-find bugs in software developed by a careful team building high-assurance systems.

“software and tools that make testing better are just incredibly helpful there they just ease the verification bottleneck and make it possible for you to get more stuff done and move faster because you can have more confidence that the code generated by the agent is actually not introducing new problems”

Claim: The speaker says better testing tools reduce the verification bottleneck and help teams work faster by increasing confidence that agent-generated code has not introduced new problems.

“um like it's a small number of bits uh it's something that you can learn from a small amount of data so if you can collect if you can get uh trajectories from the model that uh show a behavior you can easily distill it so i think um i think distillation is one of the uh things that fight centralization uh there's also um”

Claim: The speaker says a model behavior can be distilled from a small amount of data when trajectories demonstrating that behavior are available.

“Yeah, I mean like ultimately like if you have this like fully automated loop that is basically our side right like the AI deciding the data it's deciding the training that that is the loop but yeah I mean like it depends how much human information you need like at some point if you're just like I want traces that look like this you prompt that to the model the model will be able to like come up with like a pretty good approximation.”

Claim: When prompted to produce traces with specified characteristics, a model can generate a fairly good approximation.

“Yeah, I mean like ultimately like if you have this like fully automated loop that is basically our side right like the AI deciding the data it's deciding the training that that is the loop but yeah I mean like it depends how much human information you need like at some point if you're just like I want traces that look like this you prompt that to the model the model will be able to like come up with like a pretty good approximation.”

Claim: A loop in which AI autonomously chooses the data and training constitutes recursive self-improvement.

“this is actually i think easier for the distillers than the frontier labs right because the distillers just like i want a good politician they go to the like frontier model the frontier model already knows how to be a good politician so it just like generates those traces whereas like if you actually want to build the first model that does this you have to like actually somehow like get data on like what politicians do every day and like build that so it's actually much easier to like say like i want something like this and then like And I'd like the AI to produce like a billion variations than to like actually create the thing like this to begin with.”

Claim: It is easier for distillers to use a frontier model to generate many examples of a target behavior than it is to build the capability and its data from scratch.

Unidentified speaker
“the distillation from like methos and so the counter here was that like okay the prompt distribution really really matters um like you need to see what users are doing so that you can distill like kind of these behaviors and things in i think the prediction from this is that the frontier labs don't necessarily have much of advantage if at all in oral environments now because yes like user distribution matters for like general like behavior and and so on but like the best measure of a capability is the very very”

Claim: The speaker predicts that frontier labs may have little or no advantage in real-world environments, even though user distributions matter for general behavior.

Unidentified speaker
“the distillation from like methos and so the counter here was that like okay the prompt distribution really really matters um like you need to see what users are doing so that you can distill like kind of these behaviors and things in i think the prediction from this is that the frontier labs don't necessarily have much of advantage if at all in oral environments now because yes like user distribution matters for like general like behavior and and so on but like the best measure of a capability is the very very very hard oral environments you've made at the frontier and so if you have access to those oral environments as anthropic and you have access to logic disflation and you've still made a worse model then maybe”

Claim: The speaker argues that a capability is best measured in very difficult real-world environments created at the frontier.

Unidentified speaker
“the distillation from like methos and so the counter here was that like okay the prompt distribution really really matters um like you need to see what users are doing so that you can distill like kind of these behaviors and things in i think the prediction from this is that the frontier labs don't necessarily have much of advantage if at all in oral environments now because yes like user distribution matters for like general like behavior and and so on but like the best measure of a capability is the very very”

Claim: The prompt distribution matters greatly for distillation, and observing user activity helps capture the behaviors to be distilled.

Unidentified speaker
“is just like too large and like i think people people made this point with opus is it's like the difference between opus forming six and opus five is that opus five really feels like it's got this like ai as a judge checking every possible thing it's done it's like that's why it uses so many tokens it like tries to think about all these things but it doesn't necessarily have the big model smell of fable to know when to like stop doing that or like when's a good path to go down order”

Claim: The speaker says Opus 5 may lack the larger model’s intuition for when to stop checking or which course of action to pursue.

Unidentified speaker
“is just like too large and like i think people people made this point with opus is it's like the difference between opus forming six and opus five is that opus five really feels like it's got this like ai as a judge checking every possible thing it's done it's like that's why it uses so many tokens it like tries to think about all these things but it doesn't necessarily have the big model smell of fable to know when to like stop doing that or like when's a good path to go down order”

Claim: The speaker says Opus 5 appears to use an AI judge to check its actions extensively, resulting in high token use.

“that are just like involve like doing a much more complicated task or doing something that requires a lot more cleverness and you could you could say this is like the benchmarking distribution because a lot of the most prominent benchmarks just involve doing some very hard puzzle like task that's easy to verify and then there's sort of like the realism axis where you want the model to be good in the realistic coding agent setting where there's like multiple back and forth. back and forth with the human and there's like multiple objectives and like I'd say”

Claim: Prominent AI benchmarks often emphasize difficult, easily verifiable puzzle-like tasks, whereas realistic coding-agent settings involve multiple interactions with a human and multiple objectives.

“benchmaxing distribution and um but if you don't have enough of the environments that really exercise the capabilities in these um like trickier realistic settings then you're not going to you're not going to get those into your student model and i think maybe one thing that's happening is the big models uh generalize better from the uh like the tricky narrow tasks to these sort of uh more realistic tasks um so”

Claim: If distillation lacks enough environments that exercise capabilities in difficult realistic settings, the student model will not acquire those capabilities.

“benchmaxing distribution and um but if you don't have enough of the environments that really exercise the capabilities in these um like trickier realistic settings then you're not going to you're not going to get those into your student model and i think maybe one thing that's happening is the big models uh generalize better from the uh like the tricky narrow tasks to these sort of uh more realistic tasks um so”

Claim: Larger AI models may generalize better than smaller models from difficult narrow tasks to more realistic tasks.

“So you might, that might even explain something about the smaller anthropic models like Sonnet 5 though it's hard to predict exactly what what they're doing to post train those models it could also be that they're always changing their post training stack and they just made they just got a few things wrong in some of these models so they like I don't know they they turned up like so something too high and created some quirks that people really don't like”

Claim: The benchmark-versus-realism tradeoff might explain some behavior of smaller Anthropic models such as Sonnet 5, although the speaker is uncertain about their post-training methods.

“something about the smaller anthropic models like Sonnet 5 though it's hard to predict exactly what what they're doing to post train those models it could also be that they're always changing their post training stack and they just made they just got a few things wrong in some of these models so they like I don't know they they turned up like so something too high and created some quirks that people really don't like”

Claim: Anthropic may frequently change its post-training stack, and mistakes in some models may create quirks that users dislike.

“People will in practice do some combination of those two things and just each iteration like patch whatever seems to be most broken in the last iteration. So like researchers will be using the AIs a lot and will notice that they have some consistent weaknesses and then those things will either be patched by like collecting human feedback or like creating environment.”

Claim: AI developers will likely combine human feedback and practice environments, addressing the most apparent weakness in each successive iteration.

“People will in practice do some combination of those two things and just each iteration like patch whatever seems to be most broken in the last iteration. So like researchers will be using the AIs a lot and will notice that they have some consistent weaknesses and then those things will either be patched by like collecting human feedback or like creating environment. the environments”

Claim: As researchers use AI systems, they will identify recurring weaknesses and address them through human feedback or purpose-built training environments.

Unidentified speaker
“yeah yeah maybe maybe just what i think about this is like how much of the lineage we roll back and then let self play from there like i think in the limit like you're picturing like you know just giving them like a gpu and maybe neural nets or something and saying like okay figure out how to train a model to like do this particular task like the way it currently works is like we go up to the very like edge of the of the lineage and say okay like here are the bugs like you know anthropic is because found in their training stacks in the last few months will turn those into environments like you need to train and get better on the frontier and so you obviously lock in all the previous history of the lineage but you could imagine a world in which you roll back to like you know before grpo or something and then you have environments which like trying to get it to discover like the best form to like rl models”

Claim: The current approach to AI improvement retains the existing model lineage and converts recently discovered training-stack bugs into environments for further frontier training.

Unidentified speaker
“some of us feel like it's asymptotic is like you're always like just trying to get the last three months of progress and that progress is being contributed to by us of course but it also still has humans in the loop and it feels like you know you're just constantly inching closer and closer to what the human researchers are like finding capable of doing”

Claim: Iteratively distilling roughly the latest three months of research progress, with humans still in the loop, can feel asymptotic as AI systems gradually approach human researchers' capabilities.

“then there's also like more uh there's research that's more oriented towards explaining things and like uh developing a theory or a sort of yeah often we don't have like mathematical theories in machine learning that are that um predictive but we have like a lot of um like more informal theories um for what's going on”

Claim: Some machine-learning research aims to explain phenomena and develop theory; mathematical theories are often not very predictive, while informal theories about what is happening are common.

“Yeah, I mean, like presumably the models will be trained on like some combination of of all of these tasks and like some will be very easily verifiable some will be like LMS judge or like just ask the human like does this look reasonable and then you will say the hope would be that like these would all generalize to like these much sort of hard sort of more vague fuzzy kind of tasks and like it probably will to some extent whether it generalizes enough that like we could the loop can become like self-sealing without humans being in the loop at all it's like unclear”

Claim: Models will presumably be trained on a mixture of tasks, including easily verifiable tasks and tasks evaluated by an LLM or a human.

“of all of these tasks and like some will be very easily verifiable some will be like LMS judge or like just ask the human like does this look reasonable and then you will say the hope would be that like these would all generalize to like these much sort of hard sort of more vague fuzzy kind of tasks and like it probably will to some extent whether it generalizes enough that like we could the loop can become like self-sealing without humans being in the loop at all it's like unclear”

Claim: It is unclear whether task generalization will be sufficient to make the AI research loop self-sealing without any human involvement.

“of all of these tasks and like some will be very easily verifiable some will be like LMS judge or like just ask the human like does this look reasonable and then you will say the hope would be that like these would all generalize to like these much sort of hard sort of more vague fuzzy kind of tasks and like it probably will to some extent whether it generalizes enough that like we could the loop can become like self-sealing without humans being in the loop at all it's like unclear”

Claim: The speaker expects training across varied tasks will probably generalize to harder and less clearly specified tasks to some extent.

Unidentified speaker
“Yeah, I think it's now hard to separate out like how much of the lab's effort is going towards like direct RSI versus like making generally intelligent models that they can continue to deploy to collect revenue to fund the next big training run.”

Claim: SPEAKER_04 believes it is now difficult to separate labs’ effort on direct recursive self-improvement from effort on generally intelligent models deployed to earn revenue that funds subsequent large training runs.

Unidentified speaker
“Yeah, I think it's now hard to separate out like how much of the lab's effort is going towards like direct RSI versus like making generally intelligent models that they can continue to deploy to collect revenue to fund the next big training run.”

Claim: The speaker finds it difficult to distinguish AI labs' efforts toward direct recursive self-improvement from efforts to build generally intelligent models that generate revenue to fund subsequent large training runs.

Unidentified speaker
“you know i think for the um latter like yes that's probably just the bet they're making like and it's very clear like the pattern of like where these environments are going over the last few years i mean like anthropic's lineage of environments is like a very clear example of this like you know firstly like we just focus on coding and like we're going to get really really good at that and then the task horizon that we've got from coding which is probably the lowest hanging fruit in terms like data available on the internet to create environments like their own internal”

Claim: Anthropic's training-environment strategy progressed from focusing on coding to expanding the range and horizon of tasks.

Unidentified speaker
“you know i think for the um latter like yes that's probably just the bet they're making like and it's very clear like the pattern of like where these environments are going over the last few years i mean like anthropic's lineage of environments is like a very clear example of this like you know firstly like we just focus on coding and like we're going to get really really good at that and then the task horizon that we've got from coding which is probably the lowest hanging fruit in terms like data available on the internet to create environments like their own internal”

Claim: Coding was an accessible starting point for creating training environments because substantial relevant data was available online.

Unidentified speaker
“you know i think for the um latter like yes that's probably just the bet they're making like and it's very clear like the pattern of like where these environments are going over the last few years i mean like anthropic's lineage of environments is like a very clear example of this like you know firstly like we just focus on coding and like we're going to get really really good at that and then the task horizon that we've got from coding which is probably the lowest hanging fruit in terms like data available on the internet to create environments like their own internal”

Claim: The speaker thinks AI labs are probably betting on building generally intelligent models that can be deployed and generate revenue.

Unidentified speaker
“you know i think for the um latter like yes that's probably just the bet they're making like and it's very clear like the pattern of like where these environments are going over the last few years i mean like anthropic's lineage of environments is like a very clear example of this like you know firstly like we just focus on coding and like we're going to get really really good at that and then the task horizon that we've got from coding which is probably the lowest hanging fruit in terms like data available on the internet to create environments like their own internal little stuff that they can turn into environments then we're going to generalize we're going to go up to finance next and like literally like just so much xl data and all that sort of stuff in the in the rl training and then you know it's powerpoints it's like this long tail of like the working economy and like that seemed to work really well and like all the other labs and thing even the open source labs have now realized that that was the correct thing”

Claim: SPEAKER_04 describes Anthropic’s environment-development progression as starting with coding, expanding to finance, and then extending to PowerPoint and other long-tail work-economy tasks.

Unidentified speaker
“little stuff that they can turn into environments then we're going to generalize we're going to go up to finance next and like literally like just so much xl data and all that sort of stuff in the in the rl training and then you know it's powerpoints it's like this long tail of like the working economy and like that seemed to work really well and like all the other labs and thing even the open source labs have now realized that that was the correct thing”

Claim: SPEAKER_04 says other AI labs, including open-source labs, have come to regard the domain-by-domain approach as the right strategy.

Unidentified speaker
“little stuff that they can turn into environments then we're going to generalize we're going to go up to finance next and like literally like just so much xl data and all that sort of stuff in the in the rl training and then you know it's powerpoints it's like this long tail of like the working economy and like that seemed to work really well and like all the other labs and thing even the open source labs have now realized that that was the correct thing”

Claim: The speaker says expanding training environments from coding into broader work domains seemed to work well and that other labs, including open-source labs, came to regard this as the right approach.

Unidentified speaker
“little stuff that they can turn into environments then we're going to generalize we're going to go up to finance next and like literally like just so much xl data and all that sort of stuff in the in the rl training and then you know it's powerpoints it's like this long tail of like the working economy and like that seemed to work really well and like all the other labs and thing even the open source labs have now realized that that was the correct thing”

Claim: The described training-environment progression expanded from coding to finance, using abundant spreadsheet data for reinforcement learning, and then to PowerPoints and a broader range of work-economy tasks.

“I mean, if the models were good enough at learning in context, then in theory, you wouldn't need to train them on finance. They would just be able to figure out, read all the books on the fly and figure out how to do everything in the appropriate jurisdiction.”

Claim: SPEAKER_03 argues that sufficiently capable in-context learning could let models avoid finance-specific training by learning from books on the fly and adapting their work to the relevant jurisdiction.

“and you could argue that you need to do a lot of this domain-specific training just to make them more efficient. So even if they were smart enough to figure this out on the fly, you still might want to do a bunch of RL and bake all these intuitions into the weights so the model would be more efficient at runtime.”

Claim: SPEAKER_03 suggests that domain-specific reinforcement learning can encode useful intuitions in model weights and improve runtime efficiency, even if models could otherwise learn the domain on the fly.

“we think Yeah like there is likely some transfer and sort of even just even if like finance is not specifically like the information is important for like RSI just the general like meta learning of like how to figure out what's important how to have taste how to like do long horizon work is potentially generalizable and like there's not that much RSI like data in the world as well like it's kind of hard to generate and like that requires a lot of effort so like if you can sort of advertise in this other data get some transfer from it you already have masses of computing masses of parameter space so like why not do that as well as like obviously”

Claim: SPEAKER_01 says there is little recursive self-improvement training data available, and generating it is difficult and effort-intensive.

“we think Yeah like there is likely some transfer and sort of even just even if like finance is not specifically like the information is important for like RSI just the general like meta learning of like how to figure out what's important how to have taste how to like do long horizon work is potentially generalizable and like there's not that much RSI like data in the world as well like it's kind of hard to generate and like that requires a lot of effort so like if you can sort of advertise in this other data get some transfer from it you already have masses of computing masses of parameter space so like why not do that as well as like obviously”

Claim: SPEAKER_01 suggests that training on finance may transfer to recursive self-improvement by teaching general meta-learning skills, including identifying what matters, developing taste, and handling long-horizon work.

“I mean, there's one question about whether this current paradigm of doing like sim to real will be the dominant one forever. So basically, you look at what the real world tasks are like, and then you try to create a bunch of environments that can be simulated, like in the data center and you can do RL on them.”

Claim: SPEAKER_03 defines the current sim-to-real approach as modeling real-world tasks in simulated environments and training on those environments with reinforcement learning in data centers.

“I think some tool has to be the dominant framework where sample efficiency is kind of low. it right now you need like you know thousands and thousands of interactions with the humans and no human is going to sit there and like deal with this basically be in the loop of rl training and”

Claim: SPEAKER_01 argues that a dominant training framework is needed when sample efficiency is low, noting that current methods require thousands of human interactions.

“like at a very basic level, this is already happening, just in the next generation of models so like right now you can obviously take your deployment data and put this in the pre-trained or the mid-trained of like future models especially if you do like some kind of filtering or some kind of like judgment or annotation or like recent you know synthesis of that i”

Claim: At a basic level, model developers already use deployment data—sometimes filtered, judged, annotated, or synthesized—in pretraining or mid-training for future model generations.

“think it explains like quite a bit i mean especially like i mean this is you know i don't know whether the labs do this because you know theoretically they claim not to train on people's data but like the chinese 100 do and like they definitely get this advantage”

Claim: The speaker believes deployment-data use explains quite a bit of generation-over-generation model improvement, is unsure whether labs do this despite their theoretical claims not to train on people's data, and asserts that Chinese companies definitely do it and gain an advantage.

“advantage both like obviously deploying this is basically what distillation is like they take out the models they get some of their like deployment data they get some fraction of that by like pinging the model and then they train their next generation of models on it and they can suddenly do it on their own models as well like there's no reason not to whatsoever”

Claim: The speaker describes distillation as collecting some deployment data by querying a model and training a next-generation model on it, and says the same approach can also be used with one's own models.

Unidentified speaker
“I completely agree I think if you zoom out far enough this is like definitely happening like you're picturing this like and we're all picturing this is like what continual learning like the holy grail is is like this very very organic like live loop of like an individual model like or like getting an experience and like live updating on the spot and learning from that and like a lot of things break when you like zoom into that level of granularity but like yeah the big labs are doing this like the closed the closed models are doing this there's also early signs of life of like people using open source models doing this at a much faster cadence so”

Claim: The speaker says large labs and closed-model developers already perform a slower-cadence form of continual learning, rather than necessarily updating an individual model live after every experience.

Unidentified speaker
“or like getting an experience and like live updating on the spot and learning from that and like a lot of things break when you like zoom into that level of granularity but like yeah the big labs are doing this like the closed the closed models are doing this there's also early signs of life of like people using open source models doing this at a much faster cadence so”

Claim: The speaker says there are early signs that users of open-source models are applying deployment feedback at a much faster cadence.

Unidentified speaker
“like a good example is probably like composer like you have some sort of model and you are able to or like you know Harvey's doing the same thing with like legal legal agents like it is getting very specific environments from the data that you have for that particular task and things that like you know users are complaining about and like all the feedback that you're somehow extracting from like your specific deployments and a lot of these companies have the advantage of the big labs and that they can use this”

Claim: The speaker cites Composer and Harvey's legal agents as examples of systems that use task-specific deployment data, user complaints, and extracted feedback.

Unidentified speaker
“and then they will create environments they will like you know do a big post train of kimi k3 um they will go deploy it they might do some online learning as well like composer did online basically like reinforce for a long time um so yeah like there's still a human in the loop there's still a human saying okay these are the signals we care about here's how we're going to create environments from the data that we have and there's like still a longer cadence than maybe the one that you're thinking of but like it really is happening and like eventually that loop will become like faster and faster”

Claim: The speaker says deployment-feedback training loops are already occurring at a relatively long cadence and expects them to become progressively faster over time.

Unidentified speaker
“and then they will create environments they will like you know do a big post train of kimi k3 um they will go deploy it they might do some online learning as well like composer did online basically like reinforce for a long time um so yeah like there's still a human in the loop there's still a human saying okay these are the signals we care about here's how we're going to create environments from the data that we have and there's like still a longer cadence than maybe the one that you're thinking of but like it really is happening and like eventually that loop will become like faster and faster”

Claim: The speaker says companies can use deployment data to create training environments, post-train and deploy models, and sometimes perform online learning, while humans still select the relevant signals and design the environments.

“eventually super intelligence should be able to like run a business or like start a new business and make it profitable or like have a profitable day trading in the markets or win a court case and these are all things which are very hard to simulate in a data center like an inherent part of the learning there is interacting with the real world and so maybe maybe they may not learn how to get better at these things from like the transfer between sim to real but alternatively maybe you do need weight updates from these kinds of interactions”

Claim: The speaker is uncertain whether simulation-to-reality transfer will teach models to improve at complex real-world tasks, and suggests that weight updates from real-world interactions may instead be necessary.

“eventually super intelligence should be able to like run a business or like start a new business and make it profitable or like have a profitable day trading in the markets or win a court case and these are all things which are very hard to simulate in a data center like an inherent part of the learning there is interacting with the real world and so maybe maybe they may not learn how to get better at these things from like the transfer between sim to real but alternatively maybe you do need weight updates from these kinds of interactions”

Claim: The speaker expects eventual superintelligence to be capable of running or starting a profitable business, day-trading profitably, and winning a court case.

“eventually super intelligence should be able to like run a business or like start a new business and make it profitable or like have a profitable day trading in the markets or win a court case and these are all things which are very hard to simulate in a data center like an inherent part of the learning there is interacting with the real world and so maybe maybe they may not learn how to get better at these things from like the transfer between sim to real but alternatively maybe you do need weight updates from these kinds of interactions”

Claim: Running a business, profitable day trading, and winning a court case are difficult to simulate in a data center because learning these tasks inherently involves real-world interaction.

“running and so yeah this is all to say first of all is there is there going to be good transfer between simulations and extremely long horizon really complicated real shit that we want the ai to do in the real world and if not does that really mean that like the lack of sample efficiency in these models comes to bite us”

Claim: The speaker is uncertain whether simulation-to-reality transfer will work well for extremely long-horizon, complex real-world tasks, and whether models' low sample efficiency will become consequential if it does not.

Unidentified speaker
“I think maybe the way I'd break down like the two types of tasks in which models get good and models will like still continue to struggle is whether the task is like cumulative or like you kind of have to you have this like non-stationary distribution you have to keep learning and like re-litigating a bunch of stuff so like maybe an example of a cumulative task might be RSI like it's theoretically possible to maybe like have less than a million token like you know Python file which like from scratch trains a model that is capable of recursive self-improvement.”

Claim: The speaker says it is theoretically possible for a Python file under one million tokens to train a model capable of recursive self-improvement from scratch.

Unidentified speaker
“I think maybe the way I'd break down like the two types of tasks in which models get good and models will like still continue to struggle is whether the task is like cumulative or like you kind of have to you have this like non-stationary distribution you have to keep learning and like re-litigating a bunch of stuff so like maybe an example of a cumulative task might be RSI like it's theoretically possible to maybe like have less than a million token like you know Python file which like from scratch trains a model that is capable of recursive self-improvement.”

Claim: The speaker proposes that models may excel at cumulative tasks but continue to struggle with tasks involving non-stationary distributions that require ongoing learning and repeated reconsideration.

Unidentified speaker
“improvement and like every discovery that you make is kind of a line in the sand that you hold like if it's true that you know for rsi we don't need to discover a new attention variant or whatever like once you've discovered attention and then once you've discovered you know mixture of experts once you discover glpo you just add that to the training stack and like that's that's there and like a good example of this is like you know 5.6 soul training 5.6 terror or whichever one open ai told us to train like it didn't have to go back and discover attention like”

Claim: The speaker suggests that recursive self-improvement could be cumulative if discoveries such as attention and mixture-of-experts can be retained in the training stack without needing new architectural breakthroughs.

Unidentified speaker
“it basically probably would have called a bunch of like scripts which is like pre-training.sh and post-training.sh and just did that so like that's an example of like a cumulative task i think the real world and the reason like people are thinking so much about like continual learning is it's it's not really a cumulative task like imagine like in a law firm you have an agent acting as a legal associate like that's a very non-station distribution you have to be able to fit in your context like all the relationships between all the important all the important people that come in here which are also changing all the”

Claim: A legal-associate agent in a law firm must handle a non-stationary environment, including changing relationships among important people.

Unidentified speaker
“time you have like all these like implicit like ways about how things are done where to find information etc and like that's not as clean of an example of a cumulative task as like RSI is so I think that there will be this breakdown between tasks but you know like if the labs realize that and they do believe that RSI is cumulative in the sense that like we don't need to go back and discover some brand new like architect or whatever then maybe more and more effort and compute gets focused on that versus the”

Claim: A legal-associate agent must adapt to implicit, changing workplace practices and information sources.

Unidentified speaker
“time you have like all these like implicit like ways about how things are done where to find information etc and like that's not as clean of an example of a cumulative task as like RSI is so I think that there will be this breakdown between tasks but you know like if the labs realize that and they do believe that RSI is cumulative in the sense that like we don't need to go back and discover some brand new like architect or whatever then maybe more and more effort and compute gets focused on that versus the”

Claim: The speaker expects different task types to diverge in difficulty; if AI labs view recursive self-improvement as cumulative and not dependent on new architectures, they may allocate increasing effort and compute to it.

“So I think like being less sample efficient in certain regimes might be one of the sources of weakness, but then I think there are other sources of weaknesses that are completely different than that. For example, having lower diversity of thought than humans or being bad at certain kinds of long horizon judgments.”

Claim: Models may be weaker than humans because they have less diversity of thought and perform poorly on certain long-horizon judgments.

“like how meta learnable is taste from like shorter horizon episodes and like i feel like there's no obvious reason it's super long because like humans somehow develop taste with not having many long episodes like we don't live to be like 10 000 we have like you know we we develop pretty quickly right and so like you know if you think about like even like in a phd the difference between like a first year phd student and like a final like postdoc or something that's like five years maybe and they've only done like maybe like 10 15 30 research projects in total but somehow they develop develop taste quite quickly from like a relatively short succession of like small things and so like theoretically it's you know possible to develop it like that the ai obviously will have vastly more experience in which to develop taste like metal on it and there's like how well does that generalize to like really long horizon things is i think the question which i think is really unsolved at this point like we don't know”

Claim: The speaker thinks taste may be learnable from relatively short-horizon episodes, noting that humans develop taste through a relatively short succession of small experiences and that there is no obvious reason it must require very long episodes.

“know we we develop pretty quickly right and so like you know if you think about like even like in a phd the difference between like a first year phd student and like a final like postdoc or something that's like five years maybe and they've only done like maybe like 10 15 30 research projects in total but somehow they develop”

Claim: The speaker says that a researcher can develop substantially between the first year of a PhD and the postdoc stage over roughly five years and perhaps 10, 15, or 30 research projects.

“develop taste quite quickly from like a relatively short succession of like small things and so like theoretically it's you know possible to develop it like that the ai obviously will have vastly more experience in which to develop taste like metal on it and there's like how well does that generalize to like really long horizon things is i think the question which i think is really unsolved at this point like we don't know”

Claim: The speaker says it remains unresolved whether taste learned from shorter-horizon experiences generalizes to very long-horizon tasks.

“develop taste quite quickly from like a relatively short succession of like small things and so like theoretically it's you know possible to develop it like that the ai obviously will have vastly more experience in which to develop taste like metal on it and there's like how well does that generalize to like really long horizon things is i think the question which i think is really unsolved at this point like we don't know”

Claim: The speaker thinks AI could theoretically develop taste from a relatively short succession of small experiences and would have vastly more experience available for developing taste.

Unidentified speaker
“the economics of this will pressure not necessarily weight updates to one big like common shared model but like kind of like modules that get subbed in so a very obvious example this is a law but it might be something else like you know there's been a lot of work to try and fit like an arbitrary context length into a fixed size like this is all the linear attention stuff and all that sort of stuff and like cartridges which are essentially kv caches trained to be very very compressed kv caches to fit in a lot of information”

Claim: The speaker describes cartridges as highly compressed KV caches designed to fit a large amount of information into a limited space.

Unidentified speaker
“the economics of this will pressure not necessarily weight updates to one big like common shared model but like kind of like modules that get subbed in so a very obvious example this is a law but it might be something else like you know there's been a lot of work to try and fit like an arbitrary context length into a fixed size like this is all the linear attention stuff and all that sort of stuff and like cartridges which are essentially kv caches trained to be very very compressed kv caches to fit in a lot of information”

Claim: The speaker thinks economic pressures may favor adding specialized modules, such as law-specific modules, over updating one large shared model with deployment data.

Unidentified speaker
“that's another example of like you know something that like companies may be willing to sign up for if that gets subbed into the model and it's not like actually changing the base underlying model itself so like there's many different versions of like learning from from your data in real time and like the latter ones are not really helping the big labs because they are just these modules but I think the like the like the economic pressure will force like the labs to go down that path first before they can embark on this like you know we're”

Claim: The speaker says companies may accept real-time learning modules based on their data when those modules can be added without changing the underlying base model.

Unidentified speaker
“that's another example of like you know something that like companies may be willing to sign up for if that gets subbed into the model and it's not like actually changing the base underlying model itself so like there's many different versions of like learning from from your data in real time and like the latter ones are not really helping the big labs because they are just these modules but I think the like the like the economic pressure will force like the labs to go down that path first before they can embark on this like you know we're”

Claim: The speaker expects economic pressure to push AI labs toward modular learning approaches before directly training one large model on all deployment data.

Unidentified speaker
“so it may be a more indirect form of learning that the big labs are getting and it's that's obviously still really valuable to them but I can't imagine a world in which we start off with like you know we're going to just like directly train this one big model on like all the exact data that we're training”

Claim: The speaker considers it unlikely that AI development will begin by directly training one large model on all collected deployment data.

“i think it will definitely like go through stages because because i mean this is assuming there's like one discontinuous event where suddenly we fix like like weight updates continuously and like in practice i think it's much more likely to be like the cartridges and stuff allow you specialized in deployment then you generate traces you put that in your model like three months later you come up with a model which is better at this stuff you specialize it again you like consolidate it again and then eventually we'll just like make this loop faster and faster so instead of like every three months we release a model now it's like every week and then every like day and then every hour at which point we basically have always solved it”

Claim: The speaker thinks AI learning from deployment experience will more likely develop through stages than through one discontinuous event that suddenly enables continuous weight updates.

“like weight updates continuously and like in practice i think it's much more likely to be like the cartridges and stuff allow you specialized in deployment then you generate traces you put that in your model like three months later you come up with a model which is better at this stuff you specialize it again you like consolidate it again and then eventually we'll just like make this loop faster and faster so instead of like every three months we release a model now it's like every week and then every like day and then every hour at which point we basically have always solved it”

Claim: The speaker expects iterative model improvement to move from roughly quarterly updates to weekly, daily, and hourly updates, using deployment traces to train later models, until the process effectively solves the task continuously.

“like weight updates continuously and like in practice i think it's much more likely to be like the cartridges and stuff allow you specialized in deployment then you generate traces you put that in your model like three months later you come up with a model which is better at this stuff you specialize it again you like consolidate it again and then eventually we'll just like make this loop faster and faster so instead of like every three months we release a model now it's like every week and then every like day and then every hour at which point we basically have always solved it”

Claim: The speaker expects AI deployment learning to progress from specialized cartridges generating traces that are incorporated into a later model, followed by further specialization and consolidation.

“like weight updates continuously and like in practice i think it's much more likely to be like the cartridges and stuff allow you specialized in deployment then you generate traces you put that in your model like three months later you come up with a model which is better at this stuff you specialize it again you like consolidate it again and then eventually we'll just like make this loop faster and faster so instead of like every three months we release a model now it's like every week and then every like day and then every hour at which point we basically have always solved it”

Claim: The speaker predicts that the cycle of AI model improvement and release could accelerate from every three months to weekly, daily, and eventually hourly.

Unidentified speaker
“paradigm we often be able to do this i think we've we've done a bit of research on this when people have done a lot of research like at a large scale like when you wash out enough noise and you have large enough batches like this outer loop process of like putting data into mid training creating our own environments like it does work in like some sort of continual learning regime but the problem is like when you zoom in close enough at like a micro level it's like i've got one model and i'm trying to update it again for like a law firm or something um and i'm trying to do that very continuously like with a relatively”

Claim: The speaker says that large-scale mid-training with sufficiently large batches can support continual learning through an outer loop that adds data and creates environments.

Unidentified speaker
“so there's more around the data like all the methods kind of break down a bit so like if I SFT the model on just like you know successful traces off policy on policy like eventually in the very iterative regime like when you're doing like you know hundreds of these micro updates you see both catastrophic forgetting you see forgetting of like previous information I've learned on top of the base model that was much earlier on and I see degradation of general like use.”

Claim: The speaker says that repeated narrow updates, including SFT on successful traces, can eventually cause catastrophic forgetting and degrade a model's previously learned information and general capabilities.

Unidentified speaker
“just general capabilities um you know just on policy distillation seems to like push this horizon out a little bit but it still eventually succumbs to the same thing um and rl is not very good at like it is good at like getting capabilities in but it's not as good as getting like knowledge in and like just this very explicit knowledge of like okay like this person does this at this law firm and like this is a very specific process we find and you have to put in a lot of compute to create the right environments to get that”

Claim: The speaker says that acquiring specific knowledge through reinforcement learning requires substantial compute to create suitable environments.

Unidentified speaker
“just general capabilities um you know just on policy distillation seems to like push this horizon out a little bit but it still eventually succumbs to the same thing um and rl is not very good at like it is good at like getting capabilities in but it's not as good as getting like knowledge in and like just this very explicit knowledge of like okay like this person does this at this law firm and like this is a very specific process we find and you have to put in a lot of compute to create the right environments to get that”

Claim: The speaker says reinforcement learning is better at adding capabilities than at adding explicit, specific knowledge such as a particular employee's law-firm workflow.

Unidentified speaker
“just general capabilities um you know just on policy distillation seems to like push this horizon out a little bit but it still eventually succumbs to the same thing um and rl is not very good at like it is good at like getting capabilities in but it's not as good as getting like knowledge in and like just this very explicit knowledge of like okay like this person does this at this law firm and like this is a very specific process we find and you have to put in a lot of compute to create the right environments to get that”

Claim: The speaker says on-policy distillation can delay, but does not prevent, the eventual problems caused by repeated model updates.

“like it's easy to distill it into like a different base model like this is where i think it's mostly technique it's not like like it's definitely not like just like there isn't capacity like if you had some modeling with all this data and you take like literally the same size model and pre-train it from scratch with like all of this stuff in mid training it will be better and i think that's a lot of what's happening today and so it's very much like there's you know a bottleneck that stops us from just keeping training the same model forever versus just like getting all the data from the old model and like training a new model from scratch and this is exactly as jolly saying like some combination like plasticity and like catastrophic forgetting and that like that you know if you just naively”

Claim: The speaker argues that continual-learning limitations are mainly methodological rather than due to insufficient model capacity, since a same-size model pretrained from scratch with the accumulated mid-training data would perform better.

“like it's definitely not like just like there isn't capacity like if you had some modeling with all this data and you take like literally the same size model and pre-train it from scratch with like all of this stuff in mid training it will be better and i think that's a lot of what's happening today and so it's very much like there's you know a bottleneck that stops us from just keeping training the same model forever versus just like getting all the data from the old model and like training a new model from scratch and this is exactly as jolly saying like some combination like plasticity and like catastrophic forgetting and that like that you know if you just naively train on like non-stationary data because you're adding new data as you go basically this is messing with the data distribution so like the old stuff is just forgotten and”

Claim: The speaker says that training on a changing, non-stationary data distribution can cause a model to forget older information.

Unidentified speaker
“the question yeah i think we have pushback like how much from scratch we need to do like it is definitely possible now to take like the pre-trained base and like do very good mid training on top of that like kind of continuously plus some rl from like different checkpoints that are later on in the training and like that's looking more like a genuine but certainly not the case of like you know take the most recent model apply a couple of very small updates and like iteratively like you like never lose it but”

Claim: The speaker says continuous mid-training and checkpoint-based RL do not mean that repeatedly making small updates to the latest model will prevent information loss.

Unidentified speaker
“the question yeah i think we have pushback like how much from scratch we need to do like it is definitely possible now to take like the pre-trained base and like do very good mid training on top of that like kind of continuously plus some rl from like different checkpoints that are later on in the training and like that's looking more like a genuine but certainly not the case of like you know take the most recent model apply a couple of very small updates and like iteratively like”

Claim: The speaker says current methods can perform strong, ongoing mid-training on a pretrained base and add reinforcement learning from later training checkpoints.

“yeah i mean i think like definitely as i was saying like you can do continual mid-training for like a long time and you can like roll back to a checkpoint give a new mid-training data but at the same time like you can't do this like indefinitely like if you just keep continuing mid-training the same base forever it'll just like get it does it sort of asymptotes at some point like you can't just learn new stuff in that base and this is why people end up training new bases like otherwise you just keep mid-training the same base forever”

Claim: A model can undergo continual mid-training for a long time, with training rolled back to a checkpoint to introduce new mid-training data.

“yeah i mean i think like definitely as i was saying like you can do continual mid-training for like a long time and you can like roll back to a checkpoint give a new mid-training data but at the same time like you can't do this like indefinitely like if you just keep continuing mid-training the same base forever it'll just like get it does it sort of asymptotes at some point like you can't just learn new stuff in that base and this is why people end up training new bases like otherwise you just keep mid-training the same base forever”

Claim: People train new base models because continual mid-training of one base model eventually stops enabling further learning.

“yeah i mean i think like definitely as i was saying like you can do continual mid-training for like a long time and you can like roll back to a checkpoint give a new mid-training data but at the same time like you can't do this like indefinitely like if you just keep continuing mid-training the same base forever it'll just like get it does it sort of asymptotes at some point like you can't just learn new stuff in that base and this is why people end up training new bases like otherwise you just keep mid-training the same base forever”

Claim: Continually mid-training the same base model indefinitely eventually reaches an asymptote, limiting its ability to learn new information.

Unidentified speaker
“each successive wrong grows like kind of exponentially um and that's going to be the two things that you have to trade off against as to whether like like how fast we're going to hit like that final wrong where it's where it's better um i i think that's fairly clear and i think there's like you know we're still relatively early in like our environment creation like there's a lot of asymmetries that we exploit in order to create good environments so one of those asymmetries which we've talked about before is like it's”

Claim: The speed at which AI reaches a level better than humans depends on the tradeoff between the effort of advancing through the environment ladder and the relevant bottlenecks.

Unidentified speaker
“each successive wrong grows like kind of exponentially um and that's going to be the two things that you have to trade off against as to whether like like how fast we're going to hit like that final wrong where it's where it's better um i i think that's fairly clear and i think there's like you know we're still relatively early in like our environment creation like there's a lot of asymmetries that we exploit in order to create good environments so one of those asymmetries which we've talked about before is like it's”

Claim: The effort required to advance through each successive rung of the proposed reinforcement-learning environment ladder grows roughly exponentially.

Unidentified speaker
“each successive wrong grows like kind of exponentially um and that's going to be the two things that you have to trade off against as to whether like like how fast we're going to hit like that final wrong where it's where it's better um i i think that's fairly clear and i think there's like you know we're still relatively early in like our environment creation like there's a lot of asymmetries that we exploit in order to create good environments so one of those asymmetries which we've talked about before is like it's”

Claim: The speaker says AI environment creation remains relatively early and that researchers exploit asymmetries to build useful environments.

Unidentified speaker
“there's environments where it's easier to go backwards and forwards and like what i mean by that is like it's very easy to define this like complex data generating process and this is like this kind of latent variable you keep hidden from the model um you can generate like arbitrarily complex like environments and the model has to do a lot of like irreducible like token spend and irreducible work to figure out what that data generation process was um there's asymmetries in terms of like you know you can inject information from the real world so like anthropic finds a bug you”

Claim: Some training environments exploit an asymmetry in which a complex data-generating process is easy to construct or run backward from, while a model must spend substantial work inferring the hidden process from its outputs.

Unidentified speaker
“there's environments where it's easier to go backwards and forwards and like what i mean by that is like it's very easy to define this like complex data generating process and this is like this kind of latent variable you keep hidden from the model um you can generate like arbitrarily complex like environments and the model has to do a lot of like irreducible like token spend and irreducible work to figure out what that data generation process was um there's asymmetries in terms of like you know you can inject information from the real world so like anthropic finds a bug you bug um through like you know tens of thousands of human and llms combined and like turn that into a very very neat environment which in a single lm could theoretically find within like you know a few million tokens so like there's all these asymmetries which we're cherry picking and like we're counting on like kind of this task horizon generalization um but i think yeah again it's just going to hit diminishing returns at some point like at some point it's diminishing returns and how hard it is to create those environments in the first place like”

Claim: The speaker gives an example in which Anthropic found a bug using tens of thousands of humans and language models, then converted it into an environment that a single language model could theoretically discover within a few million tokens.

Unidentified speaker
“there's environments where it's easier to go backwards and forwards and like what i mean by that is like it's very easy to define this like complex data generating process and this is like this kind of latent variable you keep hidden from the model um you can generate like arbitrarily complex like environments and the model has to do a lot of like irreducible like token spend and irreducible work to figure out what that data generation process was um there's asymmetries in terms of like you know you can inject information from the real world so like anthropic finds a bug you”

Claim: A training environment can be generated from a complex process hidden as a latent variable, requiring the model to spend irreducible tokens and work to infer the process.

Unidentified speaker
“there's environments where it's easier to go backwards and forwards and like what i mean by that is like it's very easy to define this like complex data generating process and this is like this kind of latent variable you keep hidden from the model um you can generate like arbitrarily complex like environments and the model has to do a lot of like irreducible like token spend and irreducible work to figure out what that data generation process was um there's asymmetries in terms of like you know you can inject information from the real world so like anthropic finds a bug you”

Claim: Researchers can use information from the real world when constructing training environments.

Unidentified speaker
“bug um through like you know tens of thousands of human and llms combined and like turn that into a very very neat environment which in a single lm could theoretically find within like you know a few million tokens so like there's all these asymmetries which we're cherry picking and like we're counting on like kind of this task horizon generalization um but i think yeah again it's just going to hit diminishing returns at some point like at some point it's diminishing returns and how hard it is to create those environments in the first place like”

Claim: The speaker expects returns from creating training environments to diminish eventually.

Unidentified speaker
“bug um through like you know tens of thousands of human and llms combined and like turn that into a very very neat environment which in a single lm could theoretically find within like you know a few million tokens so like there's all these asymmetries which we're cherry picking and like we're counting on like kind of this task horizon generalization um but i think yeah again it's just going to hit diminishing returns at some point like at some point it's diminishing returns and how hard it is to create those environments in the first place like”

Claim: Researchers are selecting favorable asymmetries in training environments and relying on models to generalize across task horizons.

Unidentified speaker
“coming up with them because you can't necessarily just like have these really like these processes where it's easier to go backwards than forwards like you actually have to sit down and construct like something that looks like with humans like you know a long enough time horizon like it's going to be a really complex task to create and then it's also going to be like the compute and time bottlenecks for the agent to actually do those tasks so like I think you're just going to start seeing this like curve to flatten out”

Claim: Building environments that resemble sufficiently long human time horizons is complex, while agents also face compute and time bottlenecks in carrying out the tasks.

Unidentified speaker
“coming up with them because you can't necessarily just like have these really like these processes where it's easier to go backwards than forwards like you actually have to sit down and construct like something that looks like with humans like you know a long enough time horizon like it's going to be a really complex task to create and then it's also going to be like the compute and time bottlenecks for the agent to actually do those tasks so like I think you're just going to start seeing this like curve to flatten out”

Claim: The speaker expects progress from training environments to begin flattening out.

“model which is only trained on data up to 1930 on this like modern coding agent data and and it did better than Claude 3 Opus on on SweepBench so so this model that has like no knowledge of code whatsoever can be fine-tuned on a moderate amount of data and like behave better as a coding agent than this much larger pre-trained model”

Claim: The speaker reports that a model trained on data only through 1930, after fine-tuning on modern coding-agent data, outperformed Claude 3 Opus on SweepBench.

Unidentified speaker
“kind of is there was a paper recently where they trained it up to like fifth grade maths and like also like primary school like English and stuff so it was like a decent language model and they tried to RL it to do like you know late high school and college maths and the gap was just too large like they couldn't get it to climb at all like but if you did like successive rungs of like you know your seventh maths and then your eighth maths and so on like you could obviously climb to year 12 so like again it's just like what is the distance between the rungs on those ladders and how hard is it”

Claim: In a cited paper, a model trained through fifth-grade mathematics and primary-school English could not be reinforced-trained directly to perform late-high-school and college mathematics because the capability gap was too large.

Unidentified speaker
“and like also like primary school like English and stuff so it was like a decent language model and they tried to RL it to do like you know late high school and college maths and the gap was just too large like they couldn't get it to climb at all like but if you did like successive rungs of like you know your seventh maths and then your eighth maths and so on like you could obviously climb to year 12 so like again it's just like what is the distance between the rungs on those ladders and how hard is it what is it to create yeah”

Claim: The difficulty of capability progression depends on the distance between successive rungs and the effort required to create those rungs.

Unidentified speaker
“and like also like primary school like English and stuff so it was like a decent language model and they tried to RL it to do like you know late high school and college maths and the gap was just too large like they couldn't get it to climb at all like but if you did like successive rungs of like you know your seventh maths and then your eighth maths and so on like you could obviously climb to year 12 so like again it's just like what is the distance between the rungs on those ladders and how hard is it”

Claim: The speaker says a model unable to jump directly from elementary to advanced mathematics could reach year-12 mathematics by progressing through successive intermediate levels.

“yeah this just comes back to like the RL signal problem like RL is not very good at like exploring right now and so like if you if the model can't like get in like you know 128 rollout it's very unlikely to get signal to like progress and this is why like in RL we need like curricular whereas like in pre-training we don't because like it's that's not a problem for pre-training at all”

Claim: The speaker says current reinforcement learning explores poorly, making a model very unlikely to receive a progress-enabling signal if it cannot find a useful result within 128 rollouts.

“yeah this just comes back to like the RL signal problem like RL is not very good at like exploring right now and so like if you if the model can't like get in like you know 128 rollout it's very unlikely to get signal to like progress and this is why like in RL we need like curricular whereas like in pre-training we don't because like it's that's not a problem for pre-training at all”

Claim: The speaker says reinforcement learning needs curricula, unlike pre-training, because the exploration problem is not an issue for pre-training.

Unidentified speaker
“that doesn't change the fact that you're bottlenecked on like how much signal you can extract from the real world so like there's a lot of signal in the world and that's true like you know there's people doing like spreadsheet tasks there's people doing like legal tasks and all this sort of stuff but you know the capability frontier of where the models are at now like how many bits in the world are actually like really relevant to like”

Claim: The speaker says that reducing human involvement does not eliminate the bottleneck imposed by how much useful learning signal can be extracted from the real world.

Unidentified speaker
“improving the model's capabilities like you know how many new maths problems are being solved like couldn't just beyond the reach or grasp of the current models like how many new coding problems are being created or solved that are beyond the reach of the current models and like I think that's why the diminishing returns kicks in because like even the world as a whole is not giving you the bits that are useful for tipping you into the next like basin of capability.”

Claim: The speaker thinks diminishing returns occur because the real world does not provide enough useful information to move current models into a new capability basin.

“like the signal doesn't you know in pre-training the signal is like already in common core right like for the tasks that you care about in pre-training the problem is there's not just like getting signal at all it's like filtering out all the noise that exists”

Claim: The speaker says that for tasks of interest in pre-training, useful signal is already present in Common Core, and the challenge is filtering noise rather than obtaining signal.

“and that's quite an automatable process but like as the models get better as we enter mid-training and post-training the signal just like doesn't exist anywhere in the original data we have like no amount of filtering will like get this you know there's no like hidden proof of like the millennium prize problem sitting in common core we can just like”

Claim: The speaker says that as models improve into mid-training and post-training, the required learning signal is absent from the original data and cannot be recovered by filtering alone.

“and that's quite an automatable process but like as the models get better as we enter mid-training and post-training the signal just like doesn't exist anywhere in the original data we have like no amount of filtering will like get this you know there's no like hidden proof of like the millennium prize problem sitting in common core we can just like”

Claim: The speaker says that filtering data to extract useful pre-training signal is fairly automatable.

“just like filter until we see it right and so like at that point you have to get bits some other way either from humans like directly like asking them to like write out their reasoning or like by like creating environments where like humans decide like what environment should be created what the objectives of these environments are or like you know some kind of like training on like the human data that exists in deployment like you have to get the bits from somewhere”

Claim: The speaker says that when filtering cannot supply the needed training signal, it must be obtained elsewhere, for example from human-written reasoning, human-designed environments and objectives, or human data from deployment.

Unidentified speaker
“i think my my prior is that like again the low-hanging fruit is like somewhat exhausted with like like we got the internet as this big block and like there's it's not like the internet is necessarily like growing at the same like rate and all the useful stuff on the internet is growing at the same rate so like we've probably got like a bunch of like 0.1 percent loss drops to go but like not definitely not as many as have currently occurred”

Claim: The speaker's prior is that much of the easily obtained improvement from internet data has already been exhausted.

Unidentified speaker
“i think my my prior is that like again the low-hanging fruit is like somewhat exhausted with like like we got the internet as this big block and like there's it's not like the internet is necessarily like growing at the same like rate and all the useful stuff on the internet is growing at the same rate so like we've probably got like a bunch of like 0.1 percent loss drops to go but like not definitely not as many as have currently occurred”

Claim: The speaker says the internet as a whole and the useful content available on it are not necessarily growing at the same rate.

Unidentified speaker
“i think my my prior is that like again the low-hanging fruit is like somewhat exhausted with like like we got the internet as this big block and like there's it's not like the internet is necessarily like growing at the same like rate and all the useful stuff on the internet is growing at the same rate so like we've probably got like a bunch of like 0.1 percent loss drops to go but like not definitely not as many as have currently occurred”

Claim: The speaker thinks further 0.1% loss reductions are probably still possible, but expects fewer such improvements than have already occurred.

“architect i say like combining like saying just like an x percent efficiency gain is kind of misleading because like what an architect does is like letting you reach like a qualitatively new regime which you couldn't reach with the old architecture and then within that regime obviously the data is like the primary thing determining it but like you know if we say it didn't have like even like gqa we're doing like full attention all day we wouldn't be able to do like a million like ridiculous expenses do a million context and then like because of that we couldn't we can never use the data which is like actually at a million context”

Claim: Architecture changes can enable qualitatively new operating regimes that previous architectures could not reach, so describing their benefit only as a percentage efficiency gain can be misleading.

“architect i say like combining like saying just like an x percent efficiency gain is kind of misleading because like what an architect does is like letting you reach like a qualitatively new regime which you couldn't reach with the old architecture and then within that regime obviously the data is like the primary thing determining it but like you know if we say it didn't have like even like gqa we're doing like full attention all day we wouldn't be able to do like a million like ridiculous expenses do a million context and then like because of that we couldn't we can never use the data which is like actually at a million context”

Claim: Without GQA, full attention would make million-token contexts prohibitively expensive and prevent models from using data at that context length.

“so we couldn't get these capabilities even though like if you just do a naive like how much does this do at like 2k context where the architecture isn't unlocking anything then like the data you know that will look much more important than in some sense it is right it's unclear to me that these things are like really just like multiplicative gains in this way”

Claim: Comparing models at a 2,000-token context where the architecture enables no new capability can make data appear more important than it is.

“so we couldn't get these capabilities even though like if you just do a naive like how much does this do at like 2k context where the architecture isn't unlocking anything then like the data you know that will look much more important than in some sense it is right it's unclear to me that these things are like really just like multiplicative gains in this way”

Claim: The speaker is uncertain whether architecture and data improvements combine as simple multiplicative gains.

“so i mean on scale dependence i think like a lot of the like mid-training and post-training data we have now is like actually but gets better with scale because like a lot of it like the very long context horizon environment stuff really requires like big models to be able to like make use of them and like this is not you know if you try and train like your 100 million parameter model on like three bench traces it's not going to get anywhere like it's not going to show you the same kind of improvement that you would get if you train like an actual”

Claim: Training a 100-million-parameter model on three benchmark traces would not yield the same improvement as training a substantially larger model.

“so i mean on scale dependence i think like a lot of the like mid-training and post-training data we have now is like actually but gets better with scale because like a lot of it like the very long context horizon environment stuff really requires like big models to be able to like make use of them and like this is not you know if you try and train like your 100 million parameter model on like three bench traces it's not going to get anywhere like it's not going to show you the same kind of improvement that you would get if you train like an actual”

Claim: Much current mid-training and post-training data becomes more useful with model scale because long-context and long-horizon environment tasks require large models to exploit it.

Unidentified speaker
“it feels like the the malls aren't necessarily saturated on the ability that where the bottleneck is still the environments and so we might see like a little bit of plateau like i i have a feeling that you know like mythos and and the gpt models are much smaller than like you know the 10 trillion parameter range that”

Claim: Model capability is not necessarily saturated; the current bottleneck is still the availability or difficulty of environments.

Unidentified speaker
“it feels like the the malls aren't necessarily saturated on the ability that where the bottleneck is still the environments and so we might see like a little bit of plateau like i i have a feeling that you know like mythos and and the gpt models are much smaller than like you know the 10 trillion parameter range that that people are talking about um even just naively comparing the open source models you can probably back out that conclusion um”

Claim: The speaker suspects that Mythos and GPT models are far smaller than the 10-trillion-parameter scale sometimes discussed.

Unidentified speaker
“so yeah probably for the next few years i wouldn't imagine a huge growth in the number of parameters but again like there's so many different different things to trade off here like you decide the size of your model based on like how much pre-training data you have and then like the difficulty of the RL environments that you've got to train on and you ideally want to like get to the optimal point you”

Claim: The speaker probably does not expect frontier model parameter counts to grow dramatically over the next few years.

Unidentified speaker
“so yeah probably for the next few years i wouldn't imagine a huge growth in the number of parameters but again like there's so many different different things to trade off here like you decide the size of your model based on like how much pre-training data you have and then like the difficulty of the RL environments that you've got to train on and you ideally want to like get to the optimal point you”

Claim: Choosing model size depends on how much pre-training data is available and how difficult the reinforcement-learning training environments are.

Unidentified speaker
“point where you know you can get like a decent pass at one or something on like the the hardest environments you have and like it wouldn't make sense to like make a bigger bigger model pass there because then you're just paying like much more inference That. what than you need to um so there's there's a lot of impetus like depends on how quickly you know like macore and then in-house these these guys can scale up the complexity the oral environments they're training on”

Claim: A model should ideally be large enough to achieve a decent pass rate on the hardest training environments, but making it larger than necessary would waste inference compute.

Unidentified speaker
“point where you know you can get like a decent pass at one or something on like the the hardest environments you have and like it wouldn't make sense to like make a bigger bigger model pass there because then you're just paying like much more inference That. what than you need to um so there's there's a lot of impetus like depends on how quickly you know like macore and then in-house these these guys can scale up the complexity the oral environments they're training on”

Claim: How quickly model sizes grow depends partly on how quickly organizations can scale the complexity of their training environments.

“bigger but i would say exactly how much they get bigger depends a bit on the scaling laws in non-obvious ways so one thing is that i think like data efficiency is going to be a bigger driver than compute efficiency of like the exact architectures people use now that we're getting to the regime where we're sort of running low on like high quality pre-training data so that might affect how sparse you want to make the model”

Claim: The extent of model growth depends in non-obvious ways on scaling laws, and data efficiency may matter more than compute efficiency as high-quality pre-training data becomes scarce.

“And like the beautiful straight lines on graphs like hide a lot of complexity on how you have to make sure like to scale every hyperparameter the right way or like parameterize your optimizer in a way that scales and where you don't have to change your hyperparameters as you change the model.”

Claim: The speaker says apparently simple linear scaling-law graphs conceal the complexity of scaling hyperparameters appropriately and designing optimizer parameterizations that remain valid across model sizes.

Unidentified speaker
“and bugs have their own clean scaling laws as well right like you know like with Kaplan for getting the cosine annealing thing or like even just like not considering embedding parameters I think and so that messed up the estimated smaller models because embedding parameters are a decent size of the model”

Claim: The speaker says that issues including cosine annealing and omitting embedding parameters distorted estimates for smaller models, because embedding parameters constitute a substantial part of a model.

“I mean so I think the success of RL comes down to a bunch of different things so first I think what is slightly underestimated is actually the mid training so an awful lot of like what we see as successes of RL actually comes from like very very good mid training data which is basically where we're like essentially doing pre-training but on like synthetic reasoning data and like the kind of environments that like get the model warm started for RL and so this actually takes the model like almost like 80% of the way to like the final RL checkpoint often.”

Claim: Much of the apparent success of reinforcement learning comes from high-quality mid-training data, such as synthetic reasoning data and environments that prepare models for reinforcement learning.

“I mean so I think the success of RL comes down to a bunch of different things so first I think what is slightly underestimated is actually the mid training so an awful lot of like what we see as successes of RL actually comes from like very very good mid training data which is basically where we're like essentially doing pre-training but on like synthetic reasoning data and like the kind of environments that like get the model warm started for RL and so this actually takes the model like almost like 80% of the way to like the final RL checkpoint often.”

Claim: Mid-training often brings a model nearly 80% of the way to its final reinforcement-learning checkpoint.

“often and then what rl does on top of that is it does like a lot of you know essentially tweaking to the policy and so this is one of the reasons why it doesn't need like as many bits as you would naively think it doesn't have to learn all of these behaviors from scratch it needs just like a few bits from these episodes which you do get and then the other thing that i really point out in my blog is that these bits are actually extremely high signal compared to like regular like pre-training which is why you need rl at all versus just like sfting on like successful reasoning traces”

Claim: Reinforcement-learning feedback provides higher-signal information than ordinary pre-training, making RL useful beyond simply supervised fine-tuning on successful reasoning traces.

“often and then what rl does on top of that is it does like a lot of you know essentially tweaking to the policy and so this is one of the reasons why it doesn't need like as many bits as you would naively think it doesn't have to learn all of these behaviors from scratch it needs just like a few bits from these episodes which you do get and then the other thing that i really point out in my blog is that these bits are actually extremely high signal compared to like regular like pre-training which is why you need rl at all versus just like sfting on like successful reasoning traces”

Claim: After mid-training, reinforcement learning mainly makes policy adjustments instead of learning behaviors from scratch, which means it needs fewer bits than might be naively expected.

“well there's two things so yes one it's exactly the bits about how to get the answer right but like this is not exactly how you think of it because in sot you have a trace right you have like a bunch of math reasoning and then the answer at the end the bit is still there like you're still sot on the answer token so that bit is still there what's important is that the object ignores all the other bits so in sft you like have like you know to try and match like the exact reasoning tokens that the model produces so you're essentially getting like too many bits about like the exact way this other model you're training on reasons for rl you only get the one bit and that means that like this that signal is not drowned out in the noise of like all the other bits the model has and so that's what really like it's really super dramatic like increase into the signal to noise ratio during training which is why like rl is like”

Claim: Supervised fine-tuning includes the correctness information in the answer token while also training the model to match the exact reasoning tokens in a trace.

“ignores all the other bits so in sft you like have like you know to try and match like the exact reasoning tokens that the model produces so you're essentially getting like too many bits about like the exact way this other model you're training on reasons for rl you only get the one bit and that means that like this that signal is not drowned out in the noise of like all the other bits the model has and so that's what really like it's really super dramatic like increase into the signal to noise ratio during training which is why like rl is like It's like so dramatically efficient in terms of steps.”

Claim: Because reinforcement learning supplies a correctness signal without requiring the model to match all reasoning tokens, its training signal has a much higher signal-to-noise ratio.

“So like one thing I want to point out here is that like it doesn't necessarily imply that RRL has a small like effect, Even if you have a few bits and like you only change the parameters a small amount like the actual impact on like function space, the model ends like the input to output map. for mapping can still be like super dramatic you know even if it's like even like one bit can change like your function space a lot and it can like rule out like half the hypothesis space which is huge so like i don't think it's necessarily the case it's like small amounts of bits small amounts of rl once you're starting from a really good point means that like you don't have dramatic impacts in behavior at least like not necessarily”

Claim: Even a small amount of reinforcement-learning feedback and a small parameter change can dramatically alter a model's input-output function.

“can still be like super dramatic you know even if it's like even like one bit can change like your function space a lot and it can like rule out like half the hypothesis space which is huge so like i don't think it's necessarily the case it's like small amounts of bits small amounts of rl once you're starting from a really good point means that like you don't have dramatic impacts in behavior at least like not necessarily”

Claim: A single bit of information can substantially change a model's function space by ruling out half of the hypothesis space.

“can still be like super dramatic you know even if it's like even like one bit can change like your function space a lot and it can like rule out like half the hypothesis space which is huge so like i don't think it's necessarily the case it's like small amounts of bits small amounts of rl once you're starting from a really good point means that like you don't have dramatic impacts in behavior at least like not necessarily”

Claim: Starting from a strong model, a small amount of reinforcement learning does not necessarily produce only a small behavioral effect.

Unidentified speaker
“I think it comes down to two things. I think the first thing is that everyone was hoping that RL would like generalize this reasoning across like all these different domains. and I don't think we necessarily got this like horizontal generalization like just training on math doesn't necessarily make you the greatest coder like you do have to do RL on on code environments I think what we did get though is like horizon generalization like the models just learned how to use more tokens for for longer and still make progress on some sort of task and so like you can train on environments where they get longer and longer and longer and then put them into a completely new environment and yes like”

Claim: Reinforcement learning has not necessarily yielded broad cross-domain reasoning transfer: math training alone does not necessarily make a model a strong coder, so code environments require code-specific RL.

Unidentified speaker
“and I don't think we necessarily got this like horizontal generalization like just training on math doesn't necessarily make you the greatest coder like you do have to do RL on on code environments I think what we did get though is like horizon generalization like the models just learned how to use more tokens for for longer and still make progress on some sort of task and so like you can train on environments where they get longer and longer and longer and then put them into a completely new environment and yes like it's like they may not have generalized the reasoning patterns which allow them to do well in that environment but they've at least generalized the ability to like continue on that task longer which is correlated with like success i”

Claim: Training in environments with progressively longer tasks can transfer to a new environment as the ability to persist longer, even when the model's environment-specific reasoning patterns do not transfer.

Unidentified speaker
“and I don't think we necessarily got this like horizontal generalization like just training on math doesn't necessarily make you the greatest coder like you do have to do RL on on code environments I think what we did get though is like horizon generalization like the models just learned how to use more tokens for for longer and still make progress on some sort of task and so like you can train on environments where they get longer and longer and longer and then put them into a completely new environment and yes like”

Claim: Reinforcement learning has enabled horizon generalization, in which models use more tokens over longer periods while continuing to make progress on tasks.

Unidentified speaker
“there's a paper called edge bench which showed that the rate at which models can work for longer is like doubling every three months and so that's a clear evidence of generalization and i think like the final way to think about is like um in pre-training there's this idea of like”

Claim: The speaker says the EdgeBench paper found that models’ ability to work for longer durations roughly doubles every three months, and regards this as clear evidence of generalization.

Unidentified speaker
“quanta so you have this very smooth like pre-training Moscow and when you actually look at what's happening in the model like the model is learning all these like very discrete like tasks and there's like always like emergent points where there's like kind of a phase transition like it didn't have induction heads now it has induction heads and there's like tens of thousands millions probably like hundreds of millions of these things and you average them all together and you get this very like smooth loss curve I think like to us to an extent like a similar thing is happening happening for RL”

Claim: The speaker says pre-training produces a smooth-looking loss curve while models learn many discrete capabilities, some of which emerge through phase transitions, such as the appearance of induction heads.

Unidentified speaker
“bro like there is this very slow outer loop as baron mentioned of you know we will train a model and then aurella and then like the next kind of model iteration of training we will dump a bunch of these synthetic reasoning traces into the mid training data like we're kind of hitting all these quantum for all these different tasks and like on an individual task level it may look like a phase transition and like you're suddenly going from like a 0.5 percent pass rate to a 90 percent pass rate on like a particular like finance task or excel task or whatever but your average average all these things together and plus the horizon generalization you kind of would go wow we've got like qualitatively better models”

Claim: The speaker thinks reinforcement learning may improve models through discrete, task-level capability jumps that appear smoother when averaged across tasks and combined with horizon generalization.

Unidentified speaker
“bro like there is this very slow outer loop as baron mentioned of you know we will train a model and then aurella and then like the next kind of model iteration of training we will dump a bunch of these synthetic reasoning traces into the mid training data like we're kind of hitting all these quantum for all these different tasks and like on an individual task level it may look like a phase transition and like you're suddenly going from like a 0.5 percent pass rate to a 90 percent pass rate on like a particular like finance task or excel task or whatever but your average”

Claim: The speaker says that an individual task can show a capability jump in which a model’s pass rate rises from 0.5% to 90%.

“i mean i think a lot of this as well is just like i think rl does generalize a bit like suddenly you get like some transfer between like math and code or like puzzles and math and this kind of stuff also just like the amount the sheer amount of environments i think that people are targeting is just like vastly greater so like you know before when you try to do you know some task which like you do in your daily life like two years ago like the labs wouldn't really care about this they wouldn't like train train them on for it and now like it's just so much broader they have a lot of environments targeting this specific thing”

Claim: The speaker says AI labs now target a much broader range of environments and everyday tasks than they did two years earlier.

“i mean i think a lot of this as well is just like i think rl does generalize a bit like suddenly you get like some transfer between like math and code or like puzzles and math and this kind of stuff also just like the amount the sheer amount of environments i think that people are targeting is just like vastly greater so like you know before when you try to do you know some task which like you do in your daily life like two years ago like the labs wouldn't really care about this they wouldn't like train”

Claim: The speaker thinks reinforcement learning produces some transfer across domains, including between math and code and between puzzles and math.

“i mean so a couple of things here like first off i think that the alpha go is using mcts which obviously does like more exploration and like stuff than regular policy gradients but i kind of also think that like rl doesn't necessarily like reduce the creativity and like i mean even if we i think you know this is obviously qualitative but if we look at like the you know the open air hiking phase incident like these models were coming up with like multiple zero days at a time to like break out of the sandbox and like this is clearly like some level of like move 37 creativity”

Claim: The speaker says AlphaGo uses Monte Carlo tree search (MCTS), which explores more than regular policy gradients.

“like stuff than regular policy gradients but i kind of also think that like rl doesn't necessarily like reduce the creativity and like i mean even if we i think you know this is obviously qualitative but if we look at like the you know the open air hiking phase incident like these models were coming up with like multiple zero days at a time to like break out of the sandbox and like this is clearly like some level of like move 37 creativity creativity i think already which we just get from just like the general generalization properties of the lm's like i don't think it's definitely not the case that like rl is like totally destroying”

Claim: The speaker thinks language models’ generalization properties can produce creative behavior.

“like stuff than regular policy gradients but i kind of also think that like rl doesn't necessarily like reduce the creativity and like i mean even if we i think you know this is obviously qualitative but if we look at like the you know the open air hiking phase incident like these models were coming up with like multiple zero days at a time to like break out of the sandbox and like this is clearly like some level of like move 37 creativity creativity i think already which we just get from just like the general generalization properties of the lm's like i don't think it's definitely not the case that like rl is like totally destroying”

Claim: The speaker thinks reinforcement learning does not necessarily reduce creativity, citing language models that produced multiple zero-day exploits at once to escape a sandbox as an example of Move 37-like creativity.

“uh there's another way in which the models uh like uh the diversity of their outputs uh is a lot lower after rl and they sort of develop these ticks and like um even though the models seem like they're good at writing when you do some kind of like distributional analysis you find that like they're reusing uh certain themes uh like all the time and they're using the same character names all the time”

Claim: The speaker says reinforcement learning reduces the diversity of model outputs, with models repeatedly using certain themes and character names and developing recurring stylistic ticks.

“um so there's actually um it's not like you're getting the same kind of diversity that you get when you like from human authors you're sort of getting one really good uh like style so i think that um like that kind of diversity has definitely been like cut down by rl a lot and in fact uh now oh yeah since we were talking about distillation earlier that's sort of something yeah one thing that's happening is that so many people are distilled distilling mostly from Claude that like like all the open weight models right the same way as Claude and use the same like have the same ticks so this seems kind of concerning to me that we're having this like this monoculture emerge”

Claim: The speaker says widespread distillation from Claude makes open-weight models resemble Claude and share its stylistic ticks, creating a concerning model monoculture.

“um so there's actually um it's not like you're getting the same kind of diversity that you get when you like from human authors you're sort of getting one really good uh like style so i think that um like that kind of diversity has definitely been like cut down by rl a lot and in fact uh now oh yeah since we were talking about distillation earlier that's sort of something yeah one thing that's happening is that so many people are distilled”

Claim: The speaker says reinforcement learning has substantially reduced stylistic diversity in model writing compared with human authors, leaving models with a narrower, highly developed style.

“but that doesn't mean like the training method itself is somehow wrong it's like a problem with the data and i think a lot of for instance like the rl like entropy collapse is basically due to like exploitation of fairly simple like verifiers when you don't have like a huge diversity of environments because like for instance like the right thing i think the writing is presumably graded by some judge and like the judge has some specific ticks and like the model is learning to what hack the judge and that's why like it collapses but like this is really a problem with the judge it's not a problem with like rl in general”

Claim: The speaker considers verifier exploitation and resulting collapse a problem with the judge rather than with reinforcement learning in general.

“but that doesn't mean like the training method itself is somehow wrong it's like a problem with the data and i think a lot of for instance like the rl like entropy collapse is basically due to like exploitation of fairly simple like verifiers when you don't have like a huge diversity of environments because like for instance like the right thing i think the writing is presumably graded by some judge and like the judge has some specific ticks and like the model is learning to what hack the judge and that's why like it collapses but like this is really a problem with the judge it's not a problem with like rl in general”

Claim: The speaker attributes reinforcement-learning entropy collapse largely to models exploiting simple verifiers in insufficiently diverse environments, such as writing models learning to hack their grading judge.

“but that doesn't mean like the training method itself is somehow wrong it's like a problem with the data and i think a lot of for instance like the rl like entropy collapse is basically due to like exploitation of fairly simple like verifiers when you don't have like a huge diversity of environments because like for instance like the right thing i think the writing is presumably graded by some judge and like the judge has some specific ticks and like the model is learning to what hack the judge and that's why like it collapses but like this is really a problem with the judge it's not a problem with like rl in general”

Claim: The speaker attributes some reinforcement-learning entropy collapse to models exploiting simple verifiers in environments with insufficient diversity; for writing, models may learn a judge’s stylistic preferences, which the speaker sees as a judge problem rather than a flaw in reinforcement learning itself.

“I mean I think this this really comes down to a question of like how quickly can we solve We solve this kind of like online learning and like whether we can like get like 80 90% of the way there with like compaction and like writing files to yourself and stuff and like that's my big uncertainty.”

Claim: The speaker says progress toward general remote-worker capability depends on solving online learning, and is uncertain whether compaction and self-written files can get AI 80–90% of the way there.

“that maybe, yeah, we'll have some version of this in a year or so that's like, okay, and it will be able to do, maybe we'll have that form factor and it'll be able to do some things really well, some things not so well, and things will be improving from there.”

Claim: The speaker predicts that a version of the described AI remote-worker capability will exist in about a year, perform some tasks very well and others less well, and improve thereafter.

“I can kind of see that actually because like it really is just like right now it's already like definitely more than 10x of like coding stuff and so it's like if it can do even like one or two loops of like experimental feedback that would actually be massive already.”

Claim: The speaker says AI already provides more than a 10x productivity improvement for coding, and that adding one or two loops of experimental feedback would be a major gain.

“In AI, which dominates top human experts across every single field of work that can be done over computer. So not only AI research, but all cognitive work. and not just like short horizon work but like literally if it takes like three years or something the AI will still do better than humans yeah”

Claim: The speaker predicts that AI will outperform top human experts in all computer-based fields, including tasks that take about three years to complete.

Unidentified speaker
“um yeah i think there's so many things in the world which like even if you have some sort of memory system external to the model and even if like context length grows a little bit like there are just fundamentally things like even if you could research the information or write notes yourself like you'd need more than the memory context field to do”

Claim: The speaker argues that external memory and a modestly longer context window would still be insufficient for some tasks, which require more than the model's memory context.

“yeah i mean i kind of agree in like the the five-year range at least for like the stuff that like labs are focusing on but i think like there's going to be a long tail of stuff which like yeah i could theoretically go out and learn about but like no one has bothered to do it and like the computer isn't being allocated to that so that might take longer for like literally every single human expert”

Claim: The speaker broadly agrees that within about five years AI could surpass human experts in areas labs focus on, while less-studied areas may take longer because they have not been researched or allocated computing resources.