Sam Altman reveals exact date of intelligence explosion
By Matthew Berman
Summary
## Key takeaways - **AGI Timeline Revealed**: OpenAI has projected a timeline for AI development, anticipating an intern-level AI research assistant by September 2026 and a legitimate AI researcher by March 2028, marking a significant acceleration towards AGI. [00:46], [01:04] - **The Race to Self-Improving AI**: The core objective for OpenAI and other frontier AI labs is achieving self-improving AI, as whoever reaches this milestone first is predicted to 'win' due to the recursive nature of improvement. [01:50], [02:11] - **Chain of Thought Faithfulness**: OpenAI is researching 'chain of thought faithfulness' by allowing models to develop reasoning processes without direct supervision during training, aiming for more genuine and aligned internal thought processes. [05:13], [06:30] - **AI Infrastructure Investment**: OpenAI is planning a massive infrastructure expansion, including a $1.4 trillion investment for current needs and a future goal of building factories to produce AI factories, aiming for gigawatt-per-week output. [09:44], [10:21] - **OpenAI's New Structure**: OpenAI has finalized its corporate restructuring into a nonprofit foundation governing a public benefit corporation, with the foundation aiming to become the largest nonprofit ever and committing $25 billion to health and AI resilience. [11:04], [12:14] - **Concerns on Addictive Products**: Sam Altman expressed significant worry about AI products, including Sora and ChatGPT, becoming addictive like social media, stating OpenAI would cancel problematic products if they deviate from their creation-focused mission. [12:51], [13:28]
Topics Covered
- AGI Timeline: From Intern to Researcher by 2028
- OpenAI's Race to Self-Improving AI: The 'Winner Takes All' Dynamic
- Chain of Thought Faithfulness: Letting AI Think Unsupervised
- OpenAI's Massive Infrastructure: Building AI Factories for AI Factories
- Sam Altman's Warning on Addictive AI Products
Full Transcript
We think it is plausible that by
September of next year we have sort of a
intern level AI research assistant and
that by March of 2028 we have like a a
legitimate AI researcher and this is the
core thrust of our research program.
>> Open AAI just finished their corporate
restructuring. They have a brand new
deal with Microsoft. They're continuing
their partnership and they did a live
stream and here's the thing. Sam Alman
and Jakob Pachaki gave an incredible Q&A
in which they revealed the exact date
for AGI. I couldn't believe they gave
such a precise date yet here we are. Let
me break down the entire live stream for
you. And a big thanks to Recraft for
sponsoring this video. More on them
later. So, first here is their timeline.
Look at this. We are here October 2025
in September 2026. Such a specific date.
automated AI research intern as they
describe it. Basically, a pretty good AI
researcher that can help facilitate AI
research. But here is where it gets
crazy. March 2028. It's hard for me to
imagine how they were able to come up
with such a precise date for this, but
automated AI research. Now, if you
remember back to the intelligence
explosion timeline from the situational
awareness paper, it actually came almost
at the exact time that open AI is
predicting. But when we have automated
AI research, then the acceleration of AI
is only limited by how much compute we
can throw at it. That is the time in
which we have what's shown here, the
intelligence explosion. And that is when
we rapidly hit super intelligence
shortly after. And so that is really
what open AI as a research lab is
heading towards. And I think that's
really what all of the frontier labs are
heading towards, which is whoever
reaches self-improving artificial
intelligence first just wins. Everyone
else loses. And that's because once you
hit self-improving AI, it's recursive.
it improves on its improvement and the
rate of improvement grows and once you
hit that how is anybody else supposed to
catch up and so that is why Mark
Zuckerberg is willing to misallocate
hundreds of billions of dollars because
the downside of missing the boat on AI
is far greater than a few measly
hundreds of billions of dollars and
obviously that's what Sam Alman believes
as well now another thing they covered
is the duration of automated tasks that
chatt And AI in general is able to
complete. And I keep hearing frontier
model companies talk about this. What
happens if AI can complete tasks
autonomously for 5 days or 5 months or 5
years? Well, that's what we're seeing
here. Right now, we can do 5 seconds, 5
minutes, 5 hours, but 5 days we're not
quite there. Then from there, we're
going to see five weeks, five months,
and fiveyear tasks. But of course, as
I've been saying for a while, it's not
just about the duration. It's about what
you can actually accomplish within that
duration. It's about how efficient you
can be with your token usage with the
compute during the duration. So again,
it's not just the duration. It is very
much about the efficiency as well. But
tying it back to the intelligence
explosion, remember at this point when
models can run autonomously for extended
periods of time, the only limiter, the
only thing preventing us from ramping up
the quality, from ramping up the
performance of artificial intelligence
is how much compute we can actually
throw at it. But of course, this type of
AI doesn't only need to be applied to AI
research. Imagine biomed research.
Imagine trying to have new material
science and drug discovery. All of these
things in which we have autonomous AI
researchers just completely running on
their own discovering incredible things
for humanity and the only thing we have
to do is provide it with sand and
electricity. And by the way, let me just
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phenomenal partner. Now back to the
video. The next thing I want to cover
from this live stream is what they call
chain of thought faithfulness. And it's
super interesting because I had not
heard OpenAI's thoughts on this before.
Let's watch it together and I'll give
you my thoughts along the way.
>> Starting from our first reasoning
models, we've been pursuing this new
direction interpretability. And the idea
is to keep parts of the model's internal
reasoning free from supervision. So
don't look at it during training and
thus let it remain representative of the
model's internal process. Um
so we refrain from from from kind of
guiding the model to think good thoughts
and and and and so let it let let it
remain a bit more faithful to to to what
it actually thinks. Right? And this is
not guaranteed to work of course, right?
we cannot make uh mathematical proofs
about deep learning and so this is
something we study. Uh but there are two
reasons to be optimistic. One reason is
that we have seen very promising
empirical results. Uh this is a
technology we employed a lot internally.
Uh we use this to understand um how our
models u um train h how their
propensities evolve over training.
>> So let me just describe what he's
talking about real quick. He is talking
about being able to trust the model to
have aligned models and look at their
chain of thought which is kind of the
reasoning steps they take before
providing you with an answer and having
trust that it is first aligned with
human incentives and it's actually
stating what it does really believe
rather than trying to react to what we
want it to believe and that'll make AI
in general much more safe and so to
really enable that kind of insight into
what the model's thinking. He's
basically saying, "Let the model run.
Let the model think and we're not going
to look at it along the way. We're going
to look at it after and see what it
thought without any human intervention
along the way."
>> And secondly, uh it is scalable and in
the sense that explicitly we make the
scalable objective not adversarial to
our ability to monitor the model. Um
and of course an objective not being
adversarial to the ability to monitor
the model is only half the battle. Um,
and you know, ideally you want it to to
to get it to help with monitoring the
model. And so this is something we're
we're researching quite heavily.
Um, but one important thing to
underscore about chain of thought
faithfulness is it's somewhat fragile.
Um it really requires drawing this clean
boundary uh and having this clear
abstraction uh and having restraint in
in what ways you can access the chain of
thought and this is something that is
present uh at OpenAI from algorithm
design to the way we design our products
right so so if you look at the chain of
thought summaries in CHP uh if we didn't
have the chain of summarizer if we just
make the chain of fully visible at all
times right that would make it kind part
of the overall experience and over time
it will be very difficult to not subject
it to any supervision.
Um and so long term we believe that by
preserving some amount of this
controlled privacy for the models uh we
can retain the ability to understand
their inner process.
>> I find that so interesting. He's
basically like because we're able to
give the models privacy. We're going to
leave them alone, allow them to think
what they want to think, it'll actually
give us more insights into how they
think. And I guess that makes sense, but
it's almost like treating these models
like a human. And that does rub me a
little bit the wrong way, but I find it
fascinating. Let's keep going.
>> And we believe this can be a very
impactful technique uh as we move
towards these very capable longunning
systems. Um I'll hand back to some.
>> Okay, that's very hard to follow uh with
the rest of this and obviously that's
the most important part of what we have
to say. But um you know just to to
reiterate uh we may be totally wrong. We
have set goals and missed them miserably
before. But with the picture we see, we
think it is plausible that by September
of next year, we have sort of a intern
level AI research assistant and that by
March of 2028, which I believe is almost
5 years to the month after the launch of
GPT4. Um, we have like a legitimate AI
researcher and this is the core thrust
of our research program.
>> All right. Next, he talks about OpenAI's
infrastructure plan. And to think that
they were grand before, well, let me go
through it with you right now. Again,
OpenAI's current infrastructure, current
30 plus GAWW currently being built, $1.4
trillion worth. A lot of people when
they saw his original Stargate plan for
7 trillion in funding to build out the
greatest AI infrastructure in the world
laughed. They thought 7 trillion, that
that's a mistake, right? That can't be
right. Well, he's already $1.4 trillion
of the way there. Crazy. And so the
thing he's going to talk about next is
building a factory to build AI
factories. It is not enough just to
build the factories. You have to build
the factory that builds the other
factories. And what they are talking
about internally, not committed to yet,
is a gigawatt per week coming out of a
factory that can produce that, which is
insane. And here is their first true
mention of robotics. Let me play this
clip.
>> To do this will require a ton of
innovation, a ton of partnerships,
obviously a lot of revenue growth. Um,
we'll have to repurpose our thoughts
about robotics to help us build data
centers instead of doing all the other
things. Um, but this is where we'd like
to go and over the coming months we are
going to do a lot of work to see if we
can get here. Um, it will be some time
before we're in a financial position
where we could actually pull the trigger
and get going on this.
>> All right. Next, he talks about the new
structure of Open AI. Remember, there
was the for-profit, there was the
nonprofit, there was the drama with Elon
Musk, there was the public benefit
corporation, and now everything is
finalized. The relationship with
Microsoft is finalized. We know how much
they own. We know what that partnership
looks like. We know what the IP
ownership looks like. So, let me show
you. First, it is much more simple.
There's the OpenAI Foundation which is
the nonprofit and the Open AAI group
which is a public benefit corporation. A
public benefit corporation is a company
in which its mission is not only to
deliver shareholder value but also to
deliver some kind of other mission. An
example of that is Patagonia which I
believe is kind of the most famous
public benefit corporation at least
historically until now. Now here are
some interesting tidbits. The nonprofit
governs the public benefit corporation.
It owns 26% of PBC equity and a little
asterisk warrant to potentially receive
more equity in the future. Uses
resources of ownership and the PBC can
attract the resources required to
succeed at OpenAI's mission. What does
that mean? That means fundraising and
inevitably an IPO. And he says the
OpenAI Foundation is going to be the
biggest nonprofit ever. The OpenAI
Foundation is also making a $25 billion
commitment to two very important areas
of AI. One, health and curing diseases,
and two, AI resilience. And next, he
goes through a bunch of Q&A questions.
And some of them are very interesting,
and his answers are just as interesting.
So, the first question Sam Alman gets is
about advertising and addictiveness of
social products and how Sora seems to be
following that same path of products
like Facebook and Tik Tok and Instagram.
And here's what he thinks and he is very
honest about it. He says, "Yeah, I'm
very worried. Let's watch."
>> We're definitely worried about this. Uh
I worry about it not just for things
like Sora and Tik Tok and ads and chbt
which are maybe known problems that we
can design carefully but you know we
have certainly seen people develop
relationships with chatbots that we
didn't expect and there can clearly be
addictive behavior there given the
dynamics and competition in the in the
world. I suspect some companies will
offer very addictive new kinds of
products. Um and I think you'll have to
just judge us on our actions. We'll have
to you know we'll make some mistakes.
We'll try to roll back models that are
problematic. If we ship Sora and it
becomes super addictive and not about
creation, we'll, you know, cancel the
product and you'll you'll have to just
judge us on that. My hope and belief is
that we will not make the same mistakes
that companies before us have made. Uh I
don't think they meant to make them
either. It's uh you know, we're all kind
of discovering this together. We
probably will make new ones, though, and
we'll just have to evolve quickly and
have a tight feedback loop. We we can
imagine all sorts of ways this
technology does incredible good in the
world. also obvious bad ones and um you
know we're guided by a mission where
we'll just continuously evolve evolve
the product.
>> All right. Next he gets asked if GPT40
is going to be around for a while.
>> We have no plans to sunset 40. Uh we are
not going to promise to keep it around
till the heat death of the universe
either. But we we understand that it's a
product that some of our users really
love. We also hope other people
understand why um it was not a model
that we thought was healthy for miners
to be using. Um, we hope that we build
better models over time that people like
more. You know, the people you have a
relationship with in your life, they
evolve and get smarter and change a
little bit over time. And we think that
we hope that the same thing will happen.
But yeah, no, no plans to uh no plans to
sunset for currently.
>> All right. Next, Yakob is going to be
asked when will AGI happen? I love this
and I love Sam just looking at him and
asking him the question. So, I'm going
to play that part real quick and then
give Yakob the chance to answer it.
Here's a good anonymous question for
Yakob. When will AGI happen?
>> Um, I think in in some number of years
we'll look back at these years and we'll
say, you know, this was kind of the
transition period when AGI happened. I
think as Sam said like early on adopting
we thought about AGI kind of emotionally
as this like thing that is like the kind
of ultimate solution of all the problems
and and and um it's it's this like
single point um for which there is
before and after I think um we found
that it's uh a bit more continuous than
that and so in particular for like
various kind of benchmarks that you know
seemed like kind of the obvious like
milestones towards AGI I think I think
we now think of them as kind of like
indicating like you know roughly how far
away we are in years. And so uh you know
if you look at a succession of of of of
milestones such as computers beating
humans at chess and then at go and then
uh you know computers being able to
speak in natural language and computers
being able to solve math problems right
I think well they clearly kind of get uh
closer together. I I would say I think
it's the AGI term has become hugely
overloaded and as Jakob said it'll be
this process over a number of years that
we're in the middle of. Uh but one of
the reasons we wanted to present what we
did today is I think it's much more
useful to say our intention our goal is
by March of 2028 to have a true
automated AI researcher and define what
that means uh than it is to sort of try
to you know satisfy everyone with a
definition of AGI. All right. So, next,
how about when GPT6? Let's watch.
>> Shindy says, "When GPT6?" I think I
think I think uh in time wise, maybe
that's more of a question for you. I
don't know either exactly when we'll
call it that, but I think a clear
message from us is say 6 months from
now, probably sooner. We expect to have
huge steps forward in model capability.
>> Next, Sam Alman is going to say, "When
we're going to get a Windows version of
Chachib Atlas,
>> when is Chacht Atlas for Windows
coming?" asks Lars. Uh I don't know an
exact time frame. some number of months
I would guess. Uh it's it's definitely
something we want to do and more
generally this idea that we can build
experiences like browsers and new
devices that let you take AI with you
that get towards this sort of ambient
always helpful uh assistant rather than
something you just query and response.
Uh this will be a very this will be a
very important direction for us to to
push more on.
>> And thanks once again to Recraft for
sponsoring this video. I'll drop a link
for them down below. Check them out.
They've been a great partner to this
channel. Let them know I sent you. So,
that's it. Those are all the most
interesting bits from this live stream.
If you enjoyed this video, please
consider giving a like and subscribe.
and I'll see you in the next
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