What he says still doesn't map to my daily practice. I use Astra and Fable extensively and they need an incredible amount of guidance and harnessing to produce fairly simple systems. Any decent code is produced with tons of static tooling, agent files, harnessing, and even then, there are myriad mistakes. My main point of skepticism is whether software engineering is verifiable at all, once you factor in architecture, code design, let alone the human element in usability, requirements, etc.
As far as I'm concerned Dwarkesh could be prey of AI psychosis... I don't think a proxy metric like the average daily spend of AI researchers going up proves anything.
The technology has undoubtedly advanced but for me it's still a coin toss on whether we're in an exponential or an s-function.
In my experience, s-curves are much more prevalent in nature than exponentials.
IOW, if an S-curve looks exponential for your entire life, and the life of your children and their children and theirs, does it matter that it's technically an S-curve and not truly exponential? I would argue that no, it doesn't practically matter for the people in that scenario, both options are indistinguishable and change everything completely.
I've been building neural nets in C as a past-time hobby, and I get the feeling that I've been peeking under the curtain too much. The magic is going away. I know they have been getting creative with training, different types of neural nets, and so on. I don't know that I want these organizations working on building an actual sf-like AI, because that might actually human-ending disastrous, but this side road they've gone down isn't going to get there from where I'm standing.
I'm also starting to worry that all I do is regurgitate words and have no real understanding either :)