AI researchers debate how close we are to recursive self-improvement

人工智能研究人员争论我们距离递归自我改进还有多远。

Dwarkesh Podcast

2026-09-12

1 小时 37 分钟
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New episode with John Schulman, Beren Millidge and Charlie O’Neill. I got together with some of the most insightful AI researchers I know who are at the openish companies, because I wanted to hear the details of what's actually happening at the frontier and what comes next. Watch on YouTube; read the transcript. Sponsors * Antithesis helps you trust your code. As agents generate more and more of your software, the bottleneck shifts from your engineers actually writing code to verifying it. Antithesis does that testing for you. Ron Minsky, who co-leads Jane Street’s tech group, told me that Antithesis was able to help his team shake out bugs in software that had already undergone heavy review. If you want to see how it fits into your development process, go to antithesis.com/dwarkesh * Grok Bot has been a great way to hand off tasks. My team uses it as a producer: whenever my editor posts a rough cut of an interview in Slack, Grok Bot opens the transcript on its own computer, matches my notes to the exact moments they refer to, and uses a file of my preferences to suggest edits. Then it sends me its top clip candidates so I can review everything from my phone, which saves my editors from sorting through hours of footage. Try Grok Bot for yourself at x.ai/bot * Jane Street just launched its most ambitious competition yet: design a protocol-emulator ASIC. Basically, if you have a chip you want to test outside of a live system, you should be able to connect it to your design and have it simulate realistic traffic. Jane Street wants general-purpose, reprogrammable designs that can work across multiple protocols and remain useful as new ones emerge. The most novel submissions will actually get taped out, and the winners will receive a physical copy! The competition is open until January 18, 2027, and teams are encouraged. To get started download the template code at janestreet.com/dwarkesh Timestamps (00:00:00) – Steelmanning the case against RSI (00:18:39) – What’s driving the Chinese labs’ progress (00:28:06) – How will automated AI researchers be trained (00:33:51) – Will long-horizon RL elicit AGI? (00:45:24) – The sim-to-real gap (01:00:33) – How much progress is explained by data? (01:18:03) – Why is RL working so well? (01:24:54) – Move 37 and entropy collapse (01:28:32) – Rapid-fire timelines This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit www.dwarkesh.com
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  • Today, I'm chatting with three of my AI researcher friends, from whom I learn a lot every time we talk,

  • and who also happen to be at somewhat open-ish labs and companies, so you guys can actually say things on the record.

  • I'm joined by Baron Millich, who is the CTO of Zyphra, which is developing open-source models.

  • John Schulman, who is the chief scientist at Thinking Machines,

  • previously the co-founder of OpenAI, led the RLHF work that led to ChetGPT.

  • And Charlie O'Neill, who is head of model training at Base10.

  • The first question I have, if we're in 2036, it's been 10 years,

  • and we don't have like billions of crazy super intelligences that are running around

  • that have like radically transformed the world, what is the most likely reason that that doesn't end up being the case?

  • Other than sort of exogenous political shocks or like there's a war or they banned AI or something.

  • But what is the most likely technical reason that we don't, like 2036 isn't like a crazy alien super intelligence world?

  • I mean, like my reason would just be like, it's got to be this sort of...

  • Like there's been a classic thing, almost like Marvex Paradox, right?

  • Where like we see like, you know...

  • We think of the AI being like, if it can do this, it's going to be amazing, right?

  • Like, if it can solve these hard math problems, if it can win a chess, blah, blah.

  • And then it solves these things and then it's, like, not that impactful.

  • Obviously, it's somewhat impactful, but, like, not everything.

  • It's like, if somehow that continues and, like, there's never, like, the true, like, spark of generalization

  • that occurs, I think that could lead to, like, the AI just being, like,