登録して招待リンクを共有すると、動画再生報酬と紹介報酬を獲得できます。

Patrick OShaughnessy
@patrick_oshag
参加 June 2013
2.5K フォロー中    364.6K ファン
Cliff Sosin on the limits of intelligence: "Superintelligence arrived. You probably didn't notice, because it turned out to be kind of incremental. I think we overrated intelligence, or misread what it is. We hold a thin scatter of facts about the world, and intelligence or reasoning is whatever fills the space between them. Where the space between the facts behaves well, this is close to godlike. Most of what matters doesn't behave like that. The universe is mostly the emergent behavior of complex systems. Stir cream into coffee. Watch a storm build out of nothing but atmospheric temperature differences and water vapor. You have to run the thing. The takeoff story assumed the limit was thinking. It isn't. The limit is contact with reality. A smarter reasoner fills the gaps between known facts in simple areas faster and better, but it doesn’t produce new facts. An AI will hand you a genuinely clever design for a jet turbine blade. It might be far more likely to work than anything your engineers came up with. It'll still probably fail, because that’s the base rate at the edge of what anyone knows. The only way to find out is to build the blade and try to break it. That's the real limit on learning, and it doesn't care how smart you are. Coming up with ideas was never the hard part. The hard part is how fast reality answers them. Most problems can't be worked out at a desk by thinking. Those stay bound by how fast we can build the thing and see if it holds, and that clock barely moves." From his essay "Maybe Intelligence Ain't All That." He walks through it here.
もっと見る
Cliff Sosin (@CliffordSosin) is one of my favorite people to call, ask some big questions, and then shut up and listen. This conversation is a version of one of those calls. We discuss: - The limits of intelligence - Owning the complements to it - Meta, the frontier labs, and the AI build-out - Capital markets - Why he's comfortable with 80% of his portfolio in Carvana. TIMESTAMPS 0:00 Intro 10:41 The Limits of Intelligence 18:03 Investing Beyond Cheap Intelligence 24:03 Will AI Become Commoditized? 35:10 Who Profits From AI? 43:00 AI Agents Reshape Competition 52:06 America's Capital Markets 58:04 Transforming Companies With AI 68:19 AI and Portfolio Concentration 73:16 Education in the AI Era
もっと見る