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The AI Revolution Is Already Losing Steam - WSJ - 0 views

  • Most of the measurable and qualitative improvements in today’s large language model AIs like OpenAI’s ChatGPT and Google’s Gemini—including their talents for writing and analysis—come down to shoving ever more data into them. 
  • models work by digesting huge volumes of text, and it’s undeniable that up to now, simply adding more has led to better capabilities. But a major barrier to continuing down this path is that companies have already trained their AIs on more or less the entire internet, and are running out of additional data to hoover up. There aren’t 10 more internets’ worth of human-generated content for today’s AIs to inhale.
  • To train next generation AIs, engineers are turning to “synthetic data,” which is data generated by other AIs. That approach didn’t work to create better self-driving technology for vehicles, and there is plenty of evidence it will be no better for large language models,
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  • AIs like ChatGPT rapidly got better in their early days, but what we’ve seen in the past 14-and-a-half months are only incremental gains, says Marcus. “The truth is, the core capabilities of these systems have either reached a plateau, or at least have slowed down in their improvement,” he adds.
  • the gaps between the performance of various AI models are closing. All of the best proprietary AI models are converging on about the same scores on tests of their abilities, and even free, open-source models, like those from Meta and Mistral, are catching up.
  • AI could become a commodity
  • A mature technology is one where everyone knows how to build it. Absent profound breakthroughs—which become exceedingly rare—no one has an edge in performance
  • companies look for efficiencies, and whoever is winning shifts from who is in the lead to who can cut costs to the bone. The last major technology this happened with was electric vehicles, and now it appears to be happening to AI.
  • the future for AI startups—like OpenAI and Anthropic—could be dim.
  • Microsoft and Google will be able to entice enough users to make their AI investments worthwhile, doing so will require spending vast amounts of money over a long period of time, leaving even the best-funded AI startups—with their comparatively paltry warchests—unable to compete.
  • Many other AI startups, even well-funded ones, are apparently in talks to sell themselves.
  • That difference is alarming, but what really matters to the long-term health of the industry is how much it costs to run AIs. 
  • the bottom line is that for a popular service that relies on generative AI, the costs of running it far exceed the already eye-watering cost of training it.
  • Changing people’s mindsets and habits will be among the biggest barriers to swift adoption of AI. That is a remarkably consistent pattern across the rollout of all new technologies.
  • That’s because AI has to think anew every single time something is asked of it, and the resources that AI uses when it generates an answer are far larger than what it takes to, say, return a conventional search result
  • For an almost entirely ad-supported company like Google, which is now offering AI-generated summaries across billions of search results, analysts believe delivering AI answers on those searches will eat into the company’s margins
  • Google, Microsoft and others said their revenue from cloud services went up, which they attributed in part to those services powering other company’s AIs. But sustaining that revenue depends on other companies and startups getting enough value out of AI to justify continuing to fork over billions of dollars to train and run those systems
  • three in four white-collar workers now use AI at work. Another survey, from corporate expense-management and tracking company Ramp, shows about a third of companies pay for at least one AI tool, up from 21% a year ago.
  • OpenAI doesn’t disclose its annual revenue, but the Financial Times reported in December that it was at least $2 billion, and that the company thought it could double that amount by 2025. 
  • That is still a far cry from the revenue needed to justify OpenAI’s now nearly $90 billion valuation
  • the company excels at generating interest and attention, but it’s unclear how many of those users will stick around. 
  • AI isn’t nearly the productivity booster it has been touted as
  • While these systems can help some people do their jobs, they can’t actually replace them. This means they are unlikely to help companies save on payroll. He compares it to the way that self-driving trucks have been slow to arrive, in part because it turns out that driving a truck is just one part of a truck driver’s job.
  • Add in the myriad challenges of using AI at work. For example, AIs still make up fake information,
  • getting the most out of open-ended chatbots isn’t intuitive, and workers will need significant training and time to adjust.
  • the industry spent $50 billion on chips from Nvidia to train AI in 2023, but brought in only $3 billion in revenue.
  • None of this is to say that today’s AI won’t, in the long run, transform all sorts of jobs and industries. The problem is that the current level of investment—in startups and by big companies—seems to be predicated on the idea that AI is going to get so much better, so fast, and be adopted so quickly that its impact on our lives and the economy is hard to comprehend. 
  • Mounting evidence suggests that won’t be the case.
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Opinion | Civil Liberties Make for Strange Bedfellows - The New York Times - 0 views

  • where is the line between government persuasion and government coercion?
  • In Justice Sotomayor’s words, “At the heart of the First Amendment’s Free Speech Clause is the recognition that viewpoint discrimination is uniquely harmful to a free and democratic society.”
  • When the government can pick sides in an ideological debate and wield its power to suppress opposing views, then you’ve laid the foundation for authoritarianism. If free speech is the “dread of tyrants,” then censorship is one of the tyrant’s greatest weapons.
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  • As Douglass argued, “To suppress free speech is a double wrong. It violates the rights of the hearer as well as those of the speaker.”
  • Acts of intimidation are as grave a threat to free speech as restrictive government policies. Again, Douglass said it well: “There can be no right of speech where any man, however lifted up, or however humble, however young, or however old, is overawed by force, and compelled to suppress his honest sentiments.”
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The Infantile Style in American Politics - The Atlantic - 0 views

  • Too many on the left wing of American politics have become inured to the effect of their overheated rhetoric and histrionic displays of fealty to in-group norms
  • Bowman’s supporters sought easy explanations for his defeat, including that redistricting had shifted his district northward out of much of the Bronx and into Westchester. But Bowman in fact had fared well in the predominantly Democratic suburban county in his 2020 and 2022 campaigns.
  • claims that the massive spending of pro-Israel groups was responsible for Bowman’s defeat warrant skepticism
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  • Bowman also indulged a penchant—again shared broadly on the anti-Israel, anti-Zionist left—for performative and self-righteous politics.
  • For weeks, prominent left-wing organizers on social media slammed Latimer, a centrist liberal, as a reactionary white man backed by billionaires. The New York City chapter of the Democratic Socialists of America, which endorsed Bowman, decried Latimer as an AIPAC-picked, MAGA-bought racist.
  • using the term genocide has become de rigueur for candidates seeking an endorsement from DSA and Justice Democrats. Bowman obliged, repeatedly.
  • Bowman’s rhetoric was undisciplined and incendiary, while Latimer was a popular local politician whose internal polls showed him leading by double digits before AIPAC spent anything.
  • “The Paranoid Style in American Politics.” A modern left-wing update might be titled “The Infantile Style in American Politics”—as the conspiratorial mixes with obstinacy and braggadocio.
  • The Bronx rally offered a glimpse, too, of the sectarianism that routinely afflicts the left. Pro-Palestine protesters from Within Our Lifetime showed up and beat drums and chanted throughout the rally, doing their best to disrupt the proceedings. They denounced Bowman, Ocasio-Cortez, and Sanders as “Zionists” who backed “Genocide Joe” for president.
  • victories coexist with a growing shrillness and insistence by many on the left upon political purity. So longtime liberal Democratic politicians find themselves denounced as pro-genocide for supporting Israel and Biden’s position on the Gaza conflict.
  • Many mainstream Democrats seem less and less patient with the activist left. Hakeem Jeffries, the House minority leader and possible future speaker, would have none of the Bowman camp’s talk of martyrdom.
  • Jeffries took a noticeably removed and dispassionate view of that loss. “The results speak for themselves. The voters have spoken,” he said, sounding less than distraught. A senior Jeffries adviser later noted on social media that the minority leader has now supported six candidates challenged by DSA, and his candidates have won all six races.
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Opinion | What Democrats Need to Do Now - The New York Times - 0 views

  • Over the last eight years, think tankers, activists and politicians have developed MAGA into a worldview, a worldview that now transcends Donald Trump.
  • It has its roots in Andrew Jackson-style populism, but it is updated and more comprehensive. It is the worldview that represents one version of working-class interests and offers working-class voters respect.
  • J.D. Vance is the embodiment and one of the developers of this worldview — with his suspicion of corporate power, foreign entanglements, free trade, cultural elites and high rates of immigration.
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  • MAGA has replaced Reaganism as the chief operating system of the Republican Party.
  • If Democrats hope to win in the near future they have to take the MAGA worldview seriously, and respectfully make the case, especially to working-class voters, for something better.
  • In a volatile world, MAGA offers people security. It promises secure borders and secure neighborhoods. It offers protection from globalization, from the creative destruction of modern capitalism. It offers protection from an educated class that looks down on you and indoctrinates your children in school. It offers you protection from corporate predators.
  • the problem with MAGA — and here is where the Democratic opportunity lies — is that it emerges from a mode of consciousness that is very different from the traditional American consciousness.
  • we saw ourselves, as the dynamic nation par excellence. We didn’t have a common past, but we dreamed of a common futur
  • “the Spirit of America is best known in Europe by one of its qualities — energy.”
  • Americans have a zeal for continual self-improvement, a “need tirelessly to tinker, improve everything and everybody, never leave anything alone.”
  • Americans can’t be secure if the world is in flames. That’s why America has to be active abroad in places like Ukraine, keeping wolves like Vladimir Putin at bay.
  • Through most of our history, we were not known for our profundity or culture but for living at full throttle.
  • MAGA, on the other hand, emerges from a scarcity consciousness, a zero-sum mentality: If we let in tons of immigrants they will take all our jobs; if America gets browner, “they” will replace “us.”
  • MAGA is based on a series of victim stories: The elites are out to screw us. Our allies are freeloading off us. Secular America is oppressing Christian America.
  • MAGA looks less like an American brand of conservatism and more like a European brand of conservatism. It resembles all those generations of Russian chauvinists who argued that the Russian masses embody all that is good but they are threatened by aliens from the outside
  • MAGA looks like a kind of right-wing Marxism, which assumes that class struggle is the permanent defining feature of politics.
  • The American consciousness has traditionally been an abundance consciousness.
  • If Democrats are to thrive, they need to tap into America’s dynamic cultural roots and show how they can be applied to the 21st century
  • My favorite definition of dynamism is adapted from the psychologist John Bowlby: All of life is a series of daring explorations from a secure base. If Democrats are to thrive, they need to offer people a vision both of the secure base and of the daring explorations.
  • MAGA is a fortress mentality, but America has traditionally been defined by a pioneering mentality. MAGA offers a strong shell, but not much in the way of wings needed to soar.
  • Americans can’t be secure if the border is in chaos. Popular support for continued immigration depends on a sense that the government has things under control.
  • Americans can’t be secure if a single setback will send people to the depths of crushing poverty. That’s why the social insurance programs that Democrats largely built are so important.
  • offer people a vision of the daring explorations that await them. That’s where the pessimistic post-Reagan Republicans can’t compete
  • champion the abundance agenda that people like Derek Thompson and my colleague Ezra Klein have been writing about. We need to build things. Lots of new homes. Supersonic airplanes and high-speed trains.
  • If Republicans are going to double down on class war rhetoric — elites versus masses — Democrats need to get out of that business
  • They need to stand up to protectionism, not join the stampede.
  • Democrats need to take on their teachers’ unions and commit to dynamism in the field of education.
  • Democrats need to throttle back the regulators who have been given such free rein that they’ve stifled innovation.
  • tap back into the more traditional American aspiration: We are not sentenced to a permanent class-riven future but can create a fluid, mobile society.
  • The economist Michael Strain of the American Enterprise Institute has offered a telling psychic critique of MAGA economic thinking: “The economics of grievance is ineffective, counterproductive and corrosive, eroding the foundations of prosperity. Messages matter. Tell people that the system is rigged, and they will aspire to less
  • Champion personal responsibility, and they will lift their aspirations. Promoting an optimistic vision of economic life can increase risk tolerance, ambition, effort and dynamism.”
  • t aspiration is not like a brick that just sits there. Aspiration is more like a flame that can be fed or dampened
  • “The problem is desire. We need to *want* these things. The problem is inertia. We need to want these things more than we want to prevent these things.”
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