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Expanding on yesterday's single-sentence macro model, here's a longer version, trying to explain the key themes of macroeconomics as exchange among farmers in a village: tecunningham.github.io/posts…
One sentence macro model: On the way out the door, every farmer's wife says to every farmer, "the weather's looking bad so don't buy as much at the market this week, but also don't sell our crops for less than the usual price."
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tom cunningham retweeted
I like @ramez’s article, but I worry that experiments are an input, not an output. As AI capabilities go up, it is not obvious what should happen to the number of experiments. It is possible that AI with better research taste could produce more progress with fewer experiments by identifying promising ideas and avoiding unproductive trials. One could imagine that the 1.6x experiments are each 10x more efficient than before, so the ultimate algorithm efficiency improvement is 16x. Again, what we really need is to measure algorithmic progress!
In this long and excellent guest post, the great @ramez explains why he's skeptical about Recursive Self-Improvement: noahpinion.blog/p/wheres-the…
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One sentence macro model: On the way out the door, every farmer's wife says to every farmer, "the weather's looking bad so don't buy as much at the market this week, but also don't sell our crops for less than the usual price."
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one stanza macro model: Tonight the baker eats just what she baked ‍‍‍‍‍‍‍‍ the fisherman eats just what he caught Because this morning at the market ‍‍‍‍‍‍ everyone tried to sell more than they bought.
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tom cunningham retweeted
If an AI developer was on track to lose control of its internal agents, would anyone outside the company know? Today, we are sharing METR’s vision for how we would work with AI developers to openly assess and share evidence about this.
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ECI and its components ECI treats each benchmark as having a logistic distribution, so it's linear in log-odds. This implies if you plot log-odds of each benchmark the lines should all be increasing together, though each has a different x-position (difficulty) and different dispersion (slope).
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Slightly scary that the current frontier model (Opus 5.5) doesn't get below 50% on any of its benchmarks.
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More curves are bending. In mid-August Nate Rush & I posted an analysis of which discovery curves are starting to bend. What's happened since then? Cyber vulnerabilities: curve is still bent. Discovery of vulnerabilities is accelerating even further, though exploited vulnerabilities remain fairly flat. Math: curve is further bent. We said there was a likely acceleration for small-scale problems. Since then there has been a claimed Millennium prize resolution, & credible rumors of another. All frequently-updated databases of open problems seem to be proceeding at a rapid rate. Algorithms: curve is now bending. Two high profile algorithmic competitions have had big curve-bending events: NanoGPT, and the Hutter compression prize. Other frequently-updated series remain relatively unchanged: CIFAR-10, Stockfish, matrix-multiplication exponent. More observations below.
New post with Nate Rush: Have we seen an acceleration in discoveries? Many plots & some tentative conclusions: 1. Cyber: ⤴️ sharp acceleration 2. Math: ↗️ some acceleration 3. Algorithms: ➡️ no clear acceleration
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NanoGPT (showing @DevenPzak 's huge jump, but not his more-recent even bigger apparent jump).
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Hutter prize compression competition:
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tom cunningham retweeted
I really enjoyed working on this project. I believe the new flop-aware paradigm of nanoGPT thinking is useful, and it seems helpful in a compute optimization context like this one. It seems like a simple and logical conclusion of optimization: figure out what’s actually needed, and use that. The process was actually fun. One note regarding this record, as noted in the blog. Some of the techniques that scale to frontier pretraining have been redacted from this record. Most importantly, ANVIL III, the significantly improved version of the ANVIL optimizer lineage, has not been included in this record, as it is proprietary to us at @hyperstition_cc. It replicates Muon’s speed but beats it by 20-28 millinats of loss at all model sizes 124M-1.2B and training depths (up to 8x-Chinchilla), with remarkably consistent hyperparameters and extremely high SNR, as compared to Muon. You can learn more about ANVIL III and Feather-1.7B, the model we trained using internal architectural changes and ANVIL III, here: hyperstition.cc/cutting-pret… Using ANVIL III (which allowed me to cut steps) improved the speedrun results by another 0.7 seconds, with lower net loss. This alone proves there’s still more room to improve this record. One final thing that I’ve had many people ask about is how much of a role autoresearch played in my work. The answer is almost none. While almost all of the implementation was done with Claude Code, I did the ideation almost fully by myself. I spoke about this extensively in a conversation with @METR_Evals. We had a cluster of H100s while I was working on the record. At night or when I stopped working on it, I’d send out several agents to try to hill-climb the speedrun and improve the record. In total, the agents made shockingly little progress, despite spending more time in aggregate than I did. No matter what I told them, it seemed difficult to get them out of local minimums, stuck performing futile tuning of a method that saved 0.1 seconds and cost ~5 millinats (clearly a bad trade), or just tuning hyperparameters for hours on end trying to make some small change. I saw similar phenomena as those described in this METR report: metr.org/blog/2026-07-21-exp…. However, as I also discussed with METR, I don’t think the agents lack the knowledge to do this. Instead, I think a lot of it comes from a personality issue with current LLMs. They have very little belief that large jumps like this are possible, or they approach it with the wrong paradigm. Autoresearch was not very helpful in my work, and, from personal experience, I don’t think this current generation of publicly available models, without special harnesses, will do very high-quality autoresearch. However, I think the capability and knowledge is already here, which implies that we could be significantly closer to true autoresearch than recent results would imply. NanoGPT was a really fun challenge and it led to a number of valuable insights and processes. Finally, I’d like to give @Classiclarryd and @KellerJordan a huge thank you for all of their efforts maintaining the repo.
New historic NanoGPT record at 39.9s (-27.7s) from @DevenPzak , obliterating the prior record of 67.6s! This record introduces a new paradigm of thinking to NanoGPT: instead of optimizing matmuls or adding more expressive operations, optimize at the individual flop level with incredibly clever engineering and ML judgement. If a flop is low value on a particular step, skip it. Specifically: -(~8s) Sampled softmax. If a token doesn’t appear in a batch, skip its lm_head fwd/bwd some fraction of the time. -Sparse values. Only run an optimizer step for ngram embeddings that occurred in the batch. Set beta1 to zero to enable this. Beta2 is applied retroactively when the row is later used. -Sparse updates. Only update ngram and value embeddings once every 4 steps instead of once every 2. -Sparse communication. Shard the n-gram table across GPUs, and only pass the rows receiving updates on each step. -Sparse optimizer states. For the n-gram table, reduce from 2 floats in Adam optimizer per param, to 1 float per 768 params. -Hand-rolled flash attention for 64 dim heads. There are several additions that add accuracy too: -(~4s) EMA during last 300 steps, combined with lifting final_lr to 0.3 instead of 0.15. -(~1s) A new optimizer, Anvil2, which expands muon via a second tracked momentum buffer, improves the ortho coefficients, and modifies the cautious weight decay application. -A couple additional dynamic skip connections in the network. The most striking consequence of the ‘flop aware paradigm’ is you can grow parameters arbitrarily large, only limited by the available memory, since you can selectively choose how to expend flops on those parameters on each step. NanoGPT has kept active parameters below 124M, but total is unbounded, and has grown to 640M through embedding sparsity over the last year. This PR takes that to its logical conclusion on the 8xH100, scaling up to 65B sparse embedding parameters, which accounts for 25% of the PR’s gains. At frontier scale, where one is not bounded by an 8xH100, one could imagine where this paradigm could lead. github.com/KellerJordan/modd… As this was a very notable PR, I spoke with Deven for an hour to learn how he did it. Here’s his story on the changes: hyperstition.cc/training-nan…
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tom cunningham retweeted
[1/5] The 8 most valuable data points labs should share to help measure RSI: First, RSI would likely accelerate growth in AI capabilities. Thus, companies should report performance on diverse benchmarks for the latest internally deployed models.
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What impact is AI having? I'm of the view that we should be focussing more on aggregate outputs, relatively less on inputs or intermediate proxies. - Inputs: time spent across different activities; money spent on tokens. - Intermediate proxies: working papers; lines of code, commits & pull requests; self-reported speedup. - Final outputs: total cyber exploits discovered; total math problems solved; algorithmic efficiency. The disadvantage of inputs & intermediate proxies is that they're very hard to interpret -- totally possible that they move, but outputs don't, and vice versa. Lines of code could explode without value changing; and vice versa. A disadvantage of final outputs is (1) it's harder to run experiments; (2) it's hard to attribute to whether the change is AI or not. But in some domains the trend-break is so large that it's *obviously* AI.
New post with Nate Rush: Have we seen an acceleration in discoveries? Many plots & some tentative conclusions: 1. Cyber: ⤴️ sharp acceleration 2. Math: ↗️ some acceleration 3. Algorithms: ➡️ no clear acceleration
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BTW since we posted this a month ago there are big updates on curve-bending: - 1 Millenium problem solved, and another rumored solved. - A single NanoGPT contribution as big as 1 year of progress.
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tom cunningham retweeted
My name is Chris Painter, and I'm the President of METR (Model Evaluation and Threat Research). I know we've made a lot of new friends on the internet the last couple of days, so I thought I'd take this chance to re-up what we do and why. Our work is aimed at making sure that if AI really were autonomous, difficult to steer, and close to "going rogue," the public would find out. If evidence exists inside of an AI company that it’s close to losing control of AI, we want to make sure that information gets shared with the rest of the world, including governments and the public outside the company’s walls. This is what we've been focused on since 2022, and over the years we've worked with OpenAI, Anthropic, Google DeepMind, Meta, Amazon, and others on piloting third-party assessments and investigations of this type. We don’t have some private room where we rubber stamp things as “safe” or not. We have had a track record of publishing results on AI that don't cleanly map onto the "doomer" or "accelerationist" labels, and we put in effort to hire people with competing views on AI. We’ve been cited for having found some of the strongest evidence that AI capabilities are improving rapidly (our work measuring AI “time horizons”) while also presenting some of the strongest evidence that, at various points, AI’s capability may be overstated (some might remember our study showing that early 2025 software engineers were actually being slowed when they thought they were being sped up). METR is funded by donations. We don't accept money from frontier AI companies. They haven't paid us for our work, and we don't accept donations from them or their employees. As we’ve shared previously, multiple frontier AI companies currently provide us with free access to their models in order to perform our evaluations, research, and engineering. Our funding intentionally comes from a wide range of donors, which we’ve shared on our website. Today, when an AI company works with any third-party evaluator or external testing organization (of which there are and should be many), it's entirely voluntary. This often involves NDAs and redactions. To counterbalance this, we have a principle that when we enter into a contract with a company, we try to retain the right to tell the public the terms of the contract we signed, and characterize the nature of redactions that the company chose to make. For example, the report from our independent investigation of the OpenAI-HuggingFace incident included that information. Public disclosure is also a big part of our COI policy (linked on our website). That’s not to say our reports are adequate as oversight. We’re just one organization (among many doing great work), working in a voluntary setup, trying to get good evidence to the public and the world about AI, letting the facts fall where they may.
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tom cunningham retweeted
This a.m., I walked my two youngest kids (ages 7 and 4) to school. I held their little hands as we crossed streets, and gave my youngest a giant hug at his PreK4 classroom door. Then, after walking a block towards home, I opened this app to a terrifying stream of tweets. Of course, I have heard about "alignment" and "AI safety" and "x risk" concerns for years. I took these concerns at face value, especially when I heard them directly from folks at the labs working closest with the technology. And I was grateful so many smart people are working on them. And that's about it. (My work focuses on AI's impact on jobs.) But something has shifted, dramatically, for me in the last few weeks. Between the Hugging Face incident, the damning independent @METR_Evals reports that followed, and the alarming chorus of calls (pleas? shouts? SOS signals?) from inside the labs that we are careening toward potential catastrophe, all of this has made me feel, viscerally, how truly dangerous this moment is. Clearly I am not alone in this light bulb moment. It is one thing for someone in a tropical climate to try and conceptualize snow. It is another thing entirely to be knee deep in it, frozen down to your toes. Somehow hearing the details of the HF incident felt to me more like trudging through snow than theorizing about a possible blizzard; it really hit home. Which is why, standing a block from my children's elementary school in Capitol Hill this morning, I felt sick to my stomach reading my phone. I kept going back to @EvanHub's > 0.1 risk of AI killing us all. TEN PERCENT. *Greater* than ten percent. (To be fair to him, he was clear his worry isn't today's models, but what comes next.) As a parent, it is extraordinary the lengths I will go to keep my children safe against lethal risks with infinitesimal chances of happening. Bike to school? My children *must* wear a helmet. A national study found 2 bicycle-related deaths per million children <16 in states with helmet laws, vs 2.5 per million in states without. So: 0.000002. More than half the states passed a law over that. When I was pregnant, I religiously avoided soft cheese, hyper aware of the risks of listeria, even as @ProfEmilyOster's fabulous books walked me through the actual math. The joint FDA/FSIS risk assessment puts the odds of listeriosis at roughly one in 5 million per serving of soft cheese. 0.0000002. This morning, as I microwaved oatmeal for my kids' breakfast, I made sure I avoided a plastic bowl, to avoid some future cancer risks or something else we'll discover plastic causes. As a parent, I will go to extraordinary lengths to keep my kids' safe. Because that is literally my number one job as a parent. And yet, here I am, outside my kids' school this morning, scrolling through tweet after tweet about the AI arms race, the blistering pace of technological progress, the bee-line for trillion dollar IPOs, and our professed (confessed?) inability to make sure this exceedingly capable technology we are racing to create and unleash into the world won't escape our control and destroy us. Or, more bluntly, kill our children. To be sure, we are tied in knots trying to resolve the game theory dynamics with China, and there are all sorts of competitive pressures and unresolved tensions. But OBVIOUSLY, we need a proactive plan, with real coordination, effective regulation, and an ability to do what my 11-year-old bluntly stated as the clear solution if we are at risk of serious harm: just turn it off. We also need to figure out better ways of talking about this with the American public, outside of the AI-pilled Twitterverse. I just polled my college roommates, sisters, book club, mom friends, none of whom are anywhere close to the AI conversation. Suffice to say, this AI safety conversation has *not* entered the mainstream. Most people I pinged are not following it closely, beyond several listening to @kevinroose on the Daily a few days ago. The newspaper headlines don't speak to them, and they aren't clicking. It seems like a niche AI issue. Others said it all sounded hyperbolic, Y2K all over again. One friend said bluntly, "people get data centers and jobs. They like to get paid and have water." Even those who tuned it to the Daily episode found the issue hard to understand, and overwhelming to wrap their heads around. Terms like "superintelligence" and "alignment" are getting lost on people. Several people told me the paper clip example used everyday language people can actually understand. Another friend said she has never seen a clear explanation of *how* AI could kill us all. Here's my two cents. I think these issues are *exceedingly* important and hugely consequential to literally every person in this country. We need an actual plan, and we need policymakers to step up, asap. Right now, I hear only crickets in DC, where I live. For that to happen, this needs to be a kitchen table conversation, not just an x debate among AI insiders who speak in technical terms that leave normal people behind. This moment demands brilliant communicators -- journalists, experts, activists, concerned citizens, writers, researchers, filmmakers, creatives-- who can relate this to people in ways they can wrap their heads around, who can connect this to what matters in their lives (ahem, keeping their kids alive!), and who can lay out practical steps that policymakers can do to safeguard humanity. In other words, this can't just be talked about on @dwarkesh_sp, it needs to be everywhere, from the View to People Magazine. And it needs to be tackled here, in my town, in Washington, DC. One of the streets I crossed this morning with my kids on the way to school was East Capital. I told my kids to look left, and see if they could spot the capital building. There were too many trees this morning blocking the view.
Jacob is correct here—we really do earnestly believe AI could kill all humans! I personally think it is >10% within the next decade. I believe Anthropic is trying its best, but we do not yet have a plan to solve alignment for superintelligence and are not clearly on track to.
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