Welcome to The Nonlinear Library, where we use Text-to-Speech software to convert the best writing from the Rationalist and EA communities into audio.
This is part three of: Yudkowsky and Christiano discuss "Takeoff Speeds", published by Eliezer Yudkowsky on The AI Alignment Forum.
5.8. TPUs and GPUs, and automating AI R&D
[Yudkowsky][23:17]
I'm also wondering a little why the emphasis on "trillions". it seems to me that the terms of your Prophecy should be fulfillable by AGI tech being merely as ubiquitous as modern computers, so that many competing companies invest mere hundreds of billions in the equivalent of hardware plants. it is legitimately hard to get a chip with 50% better transistors ahead of TSMC.
[Christiano][23:17]
yes, if you are investing hundreds of billions then it is hard to pull ahead (though could still happen)
(since the upside is so much larger here, no one cares that much about getting ahead of TSMC since the payoff is tiny in the scheme of the amounts we are discussing)
[Yudkowsky][23:18]
which, like, doesn't prevent Google from tossing out TPUs that are pretty significant jumps on GPUs, and if there's a specialized application of AGI-ish tech that is especially key, you can have everything behave smoothly and still get a jump that way.
[Christiano][23:18]
I think TPUs are basically the same as GPUs
probably a bit worse
(but GPUs are sold at a 10x markup since that's the size of nvidia's lead)
[Yudkowsky][23:19]
noted; I'm not enough of an expert to directly contradict that statement about TPUs from my own knowledge.
[Christiano][23:19]
(though I think TPUs are nevertheless leased at a slightly higher price than GPUs)
[Yudkowsky][23:19]
how does Nvidia maintain that lead and 10x markup? that sounds like a pretty un-Paul-ish state of affairs given Bitcoin prices never mind AI investments.
[Christiano][23:20]
nvidia's lead isn't worth that much because historically they didn't sell many gpus
(especially for non-gaming applications)
their R&D investment is relatively large compared to the $ on the table
my guess is that their lead doesn't stick, as evidenced by e.g. Google very quickly catching up
[Yudkowsky][23:21]
parenthetically, does this mean - and I don't necessarily predict otherwise - that you predict a drop in Nvidia's stock and a drop in GPU prices in the next couple of years?
[Christiano][23:21]
nvidia's stock may do OK from riding general AI boom, but I do predict a relative fall in nvidia compared to other AI-exposed companies
(though I also predicted google to more aggressively try to compete with nvidia for the ML market and think I was just wrong about that, though I don't really know any details of the area)
I do expect the cost of compute to fall over the coming years as nvidia's markup gets eroded
to be partially offset by increases in the cost of the underlying silicon (though that's still bad news for nvidia)
[Yudkowsky][23:23]
I parenthetically note that I think the Wise Reader should be justly impressed by predictions that come true about relative stock price changes, even if Eliezer has not explicitly contradicted those predictions before they come true. there are bets you can win without my having to bet against you.
[Christiano][23:23]
you are welcome to counterpredict, but no saying in retrospect that reality proved you right if you don't 🙂
otherwise it's just me vs the market
[Yudkowsky][23:24]
I don't feel like I have a counterprediction here, but I think the Wise Reader should be impressed if you win vs. the market.
however, this does require you to name in advance a few "other AI-exposed companies".
[Christiano][23:25]
Note that I made the same bet over the last year---I make a large AI bet but mostly moved my nvidia allocation to semiconductor companies. The semiconductor part of the portfolio is up 50% while nvidia is up 70%, so I lost that one. But that just means I like the bet even more next year.
happy to use nvidia vs tsmc
[Yudkowsky][23:25]
there's a lot of noise ...