14,136 karma · joined October 23, 2009
I’ve lost more than $1bn twice - failure is the best teacher! He says to himself..
peter@capital6.com
You mention a lot of ethics concerns; I am totally uneducated on medical ethics but I think those are pretty important questions. It doesn’t sound like you’ve had a lot of support from this startup.
I might suggest to you that you publish this on a website - GitHub pages comes to mind as something Claude or codex could do for you easily - it would let you segment this information in a way that someone who wanted to help with the medical questions could get right to that stuff, and someone who wanted to help with ethics could also jump to what they were interested in.
Either way, thank you for the write up! Your curious and open attitude is lovely.
I’d love to read a plan that lets someone trust a pile of weights that comes with some sort of provenance proof. I’ll happily call it and you brilliant even if it was really easy to write and come up with. All my ideas for it look really difficult.
Mine are out of the house, but I had a few who might have really liked doing something like this.. could make a nice Christmas present, the first mysterious letter..
The problems of inference proof for a closed model provider are more difficult than an open model provider -- you can get a probabilistic proof much more cheaply out of four independent inference providers running the same non-batched prompt than this 90-100x compute hit.
Anthropic and others also have a significant problem with these proofs in that they have a lot of incentive internally to have some portions of the pre-prompt secret; I haven't read this newest scheme closely enough to determine if they have a way to hide parts of the prompt with the proof. But if they don't, they are almost certainly not going to want to send these proofs out in the general case.
Last, I'll take this moment to soapbox and say for the researchers out there -- provable inference is nice. Provable training corpus information would be spectacular. It would be very, very, very nice to provide a set of model weights and a proof that they had only been trained on a dataset. To be clear, this is a really hard problem, but it would change fundamentally what levels of trust we could have about a given set of weights.
For reference this 'massive build-out' resulted in, according to a Berkeley study I found, 500MW of total datacenter power in the US across 320 locations at end of 2020. This wasn't too much for very long: as of 2005, according to Tier1 there were 511 datacenters. And it was likely only really a year or two: Dupont's VA3 utilization numbers published it at 50% utilization in 2003, 89.4% in 2004, then full thereafter.
Meanwhile, these infrastructure improvements allowed, for example, things like the iPhone to be built and deployable -- there was 3g, there were a LOT more web devs that could create the early (web only) apps the iPhone needed to compete. This in turn allowed another round of investment to be built on top of all of that.
On the capital side, investors were also able to buy Amazon at around $1 / share. AAPL at iPhone launch was $7/share. I haven't split adjusted either of these, this is just from memory.
I don't think a bust was necessarily good but the boom undeniably built out infrastructure, a small fraction of what the world is currently using, and did it pretty quickly, and then post bust that infra got bought out in a capital efficient manner. I think that's the bear case here.
Put another way, the Dotcom one boom was wrong about two things: timing was too fast, and the predicted scale of change was way, way, way too small. They undersold the future.
If some lenders go bankrupt on a datacenter note post-buildout and the capital structure is reworked, lowering the costs by removing capitalization costs from the cashflow of the inference provider, that is all to the good of people who did not do the initial lending.
I think that is extremely unlikely, but it's good for datacenter doomers to think through these scenarios IMO.
I'd like to imagine that we'll get something similar here sometime in the next ten years -- I understand there are (tens of?) thousands of these scrolls still to be scanned much less unrolled. Just an incredibly cool thing to be doing.
> SINCE THE EARLY 2010s, QUILICURA HAS BECOME A MAJOR HUB FOR A.I. DATA CENTERS THAT USE LARGE AMOUNTS OF WATER TO COOL DOWN SERVERS. BECAUSE OF THAT, COUPLED WITH AN ONGOING CLIMATE CRISIS, CHILE IS FACING A SEVERE DROUGHT EXPECTED TO LAST UNTIL 2040.
I do not believe that data centers (Were there AI datacenters in 2010? No) are causing a severe drought in Quilicura that will extend until 2040. I believe climate change could be causing such a drought, and I believe a drought is a terrible thing.
Estimates of water used for cooling are about 0.3mL of water per chatbot query; the 25,000 prompts that this really awesome and fun project answered resulted in 7.2 liters of water "saved" from use as cooling. I would imagine these 40 people drank significantly more than that during the day.
I put "saved" in quotes because no water is destroyed during datacenter cooling. Some (the parts sent to open evaporative coolers) goes back in the atmosphere, and I imagine disperses over a pretty wide region. The rest of it is recycled locally, whether into the water table, or I would guess more likely back into cooling another round of queries.
Anyway, it's fun. But I guess I'd prefer something that is more honest about the actual uses and cycles here -- it doesn't do a local community (or a global one) any good to misinform them about the situation; to their point the situation locally sounds like it could be pretty dire. Ultimately I think it risks falling between performative and exploitative.
You can get both markets (ease of use and technical) by allowing it. Also i would bet that you gain almost no product security locking off local inference - the hardware is the hard bit. Once someone has your hardware in hand it will not take them long to reverse and build their own processing layer; you’ll need to fight those people on patents and product quality.
Heck for a v1 just allowing local sensor data would probably be enough for the tech enthusiasts. But please don’t lock this off from the get go - it makes the sale harder and I don’t think it gives you much in return.
Have fun building this! It's worth doing.
Astra can, without tooling, determine what games small networks are trained on, can edit the weights of networks directly to improve outcomes, and can hand edit a small qwen model to improve its math skills by like 5x.
I'm shook. If you'd asked me this morning whether LLMs have native understanding of their weights that is less than human <-> neuron understanding, the same as human or more than human, I would have said "same to less" depending on definitions.
No human can go edit a brain to become better at math. This is just very, very surprising to me and extremely interesting. I would guess this upsets quite a number of interp theories and philosophical takes on what's going on with these networks.