Posts

Announcing Epoch's newly expanded Parameters, Compute and Data Trends in Machine Learning database 2023-10-25T02:55:07.440Z
Predicting GPU performance 2022-12-14T16:27:23.923Z
Revisiting algorithmic progress 2022-12-13T01:39:19.264Z
The longest training run 2022-08-17T17:18:40.387Z
Trends in GPU price-performance 2022-07-01T15:51:10.850Z
Announcing Epoch: A research organization investigating the road to Transformative AI 2022-06-27T13:55:51.451Z
A concrete bet offer to those with short AGI timelines 2022-04-09T21:41:45.106Z
Tamay's Shortform 2022-03-25T05:11:29.606Z
Projecting compute trends in Machine Learning 2022-03-07T15:32:13.278Z
Launching the Forecasting AI Progress Tournament 2020-12-07T14:08:39.691Z

Comments

Comment by Tamay on AI #60: Oh the Humanity · 2024-04-19T03:57:41.820Z · LW · GW

Sebastian Borgeaud, one of the lead authors of the Chinchilla scaling paper, admits there was a bug in their code. https://twitter.com/borgeaud_s/status/1780988694163321250 

Claim that the Chinchilla paper calculated the implied scaling laws incorrectly. Yes, it seems entirely plausible that there was a mistake, tons of huge training runs relied on the incorrect result, and only now did someone realize this. Why do you ask?

Comment by Tamay on Transformative AGI by 2043 is <1% likely · 2024-03-14T03:30:23.438Z · LW · GW

I'm interested. What bets would you offer?

Comment by Tamay on Tamay's Shortform · 2023-02-05T04:19:24.825Z · LW · GW

There is an insightful literature that documents and tries to explain why large incumbent tech firms fail to invest appropriately in disruptive technologies, even when they played an important role in its invention. I speculatively think this sheds some light on why we see new firms such as OpenAI rather than incumbents such as Google and Meta leading the deployment of recent innovations in AI, notably LLMs.

Disruptive technologies—technologies that initially fail to satisfy existing demands but later surpass the dominant technology—are often underinvested in by incumbents, even when these incumbents played a major role in their invention. Henderson and Clark, 1990 discuss examples of this phenomenon, such as Xerox's failure to exploit their technology and transition from larger to smaller copiers:

 Xerox, the pioneer of plain-paper copiers, was confronted in the mid-1970s with competitors offering copiers that were much smaller and more reliable than the traditional product. The new products required little new scientific or engineering knowledge, but despite the fact that Xerox had invented the core technologies and had enormous experience in the industry, it took the company almost eight years of missteps and false starts to introduce a competitive product into the market. In that time Xerox lost half of its market share and suffered serious financial problems

and RCA’s failure to embrace the small transistorized radio during the 1950s:

In the mid-1950s engineers at RCA's corporate research and development center developed a prototype of a portable, transistorized radio receiver. The new product used technology in which RCA was accomplished (transistors, radio circuits, speakers, tuning devices), but RCA saw little reason to pursue such an apparently inferior technology. In contrast, Sony, a small, relatively new company, used the small transistorized radio to gain entry into the US, market. Even after Sony's success was apparent, RCA remained a follower in the market as Sony introduced successive models with improved sound quality and FM capability. The irony of the situation was not lost on the R&D engineers: for many years Sony's radios were produced with technology licensed from RCA, yet RCA had great difficulty matching Sony's product in the marketplace

A few explanations of this "Innovator's curse" are given in the literature:

  • Christensen (1997) suggests this is due to, among other things:
    • Incumbents focus on innovations that address existing customer needs rather than serving small markets. Customer bases usually ask for incremental improvements rather than radical innovations.
    • Disruptive products are simpler and cheaper; they generally promise lower margins, not greater profits
    • Incumbents’ most important customers usually don’t want radically new technologies, as they can’t immediately use these
  • Reinganum (1983) shows that under conditions of uncertainty, incumbent monopolists will rationally invest less in innovation than entrants will, for fear of cannibalizing the stream of rents from their existing products
  • Leonard-Barton (1992) suggests that the same competencies that have driven incumbent’s commercial success may produce ‘competency traps’ (engrained habits, procedures, equipment or expertise that make change difficult); see also Henderson, 2006
  • Henderson, 1993 highlights that entrants have greater strategic incentives to invest in radical innovation, and incumbents fall prey to inertia and complacency

After skimming a few papers on this, I’m inclined to draw an analogue here for AI: Google produced the Transformer; labs at Google, Meta, and Microsoft, have long been key players in AI research, and yet, the creation of explicitly disruptive LLM products that aim to do much more than existing technologies has been led mostly by relative new-comers (such as OpenAI, Anthropic, and Cohere for LLMs and StabilityAI for generative image models).

The same literature also suggests how to avoid the "innovator curse", such as through establishing independent sub-organizations focused on disruptive innovations (see Christensen ,1997 and Christensen, 2003), which is clearly what companies like Google have done, as its AI labs have a large degree of independence. And yet this seems not to seem to have been sufficient to establish the dominance of these firms when it comes to the frontiers of LLMs and the like.

Comment by Tamay on Will we run out of ML data? Evidence from projecting dataset size trends · 2022-11-14T18:49:07.677Z · LW · GW

If the data is low-quality and easily distinguishable from human-generated text, it should be simple to train a classifier to spot LM-generated text and exclude this from the training set. If it's not possible to distinguish, then it should be high-enough quality so that including it is not a problem.

ETA:  As people point out below, this comment was glib and glosses over some key details; I don't endorse this take anymore.

Comment by Tamay on The longest training run · 2022-08-18T01:17:23.976Z · LW · GW

Good question. Some thoughts on why do this:

  • Our results suggest we won't be caught off-guard by highly capable models that were trained for years in secret, which seems strategically relevant for those concerned with risks
  • We looked whether there was any 'alpha' in these results by investigating the training durations of ML training runs, and found that models are typically trained for durations that aren't far off from what our analysis suggests might be optimal (see a snapshot of the data here)
  • It independently seems highly likely that large training runs would already be optimized in this dimension, which further suggests that this has little to no action-relevance for advancing the frontier
Comment by Tamay on Is AI Progress Impossible To Predict? · 2022-05-15T21:19:57.694Z · LW · GW

I'm not sure what you mean; I'm not looking at log-odds. Maybe the correlation is an artefact from noise being amplified in log-space (I'm not sure), but it's not obvious to me that this isn't the correct way to analyse the data.

Comment by Tamay on Is AI Progress Impossible To Predict? · 2022-05-15T20:30:32.995Z · LW · GW

Thanks! At least for Gopher, if you look at correlations between reductions in log-error (which I think is the scaling laws literature suggests would be the more natural framing) you find a more tighter relationship, particularly when looking at the relatively smaller models.

Comment by Tamay on Is AI Progress Impossible To Predict? · 2022-05-15T19:17:35.906Z · LW · GW

Thanks, though I was hoping for something like a Google Sheet containing the data.

Comment by Tamay on Is AI Progress Impossible To Predict? · 2022-05-15T18:49:28.594Z · LW · GW

This is super interesting. Are you able to share the underlying data?

Comment by Tamay on Tamay's Shortform · 2022-04-11T15:57:39.422Z · LW · GW

It is unless it's clear that a side that made a mistake in entering a lopsided bet. I guess the rule-of-thumb is to follow big bets (which tends to be less clearly lopsided) or bets made by two people whose judgment you trust.

Comment by Tamay on Tamay's Shortform · 2022-04-10T18:48:35.875Z · LW · GW

Are you thinking of requiring each party to accept bets on either side?

Being forced to bet both sides could ensure honesty, assuming they haven't found other bets on the same or highly correlated outcomes they can use for arbitrage.

Yes. Good point.

And including from other parties, or only with each other?

I was thinking that betting would be restricted to the initial two parties (i.e. A and B), but I can imagine an alternative in which it's unrestricted.

Comment by Tamay on Tamay's Shortform · 2022-04-10T18:43:00.819Z · LW · GW

You could imagine one party was betting at odds they consider very favourable to them, and the other party betting at odds they consider only slightly favourable, based on their respective beliefs. Then, even if they don't change their credences, one party has more room to move their odds towards their own true credences, and so drag the average towards it, and take the intermediate payments,

Sorry, I'm confused. Isn't the 'problem' that the bettor who takes a relatively more favourable odds has higher expected returns a problem with betting in general?

Comment by Tamay on A concrete bet offer to those with short AGI timelines · 2022-04-09T22:42:39.378Z · LW · GW

We also propose betting using a mechanism that mitigates some of these issues:

Since we recognize that betting incentives can be weak over long time-horizons, we are also offering the option of employing Tamay’s recently described betting procedure in which we would enter a series of repeated 2-year contracts until the resolution date.

Comment by Tamay on Tamay's Shortform · 2022-03-25T05:11:30.661Z · LW · GW

Here’s a rough description of an idea for a betting procedure that enables people who disagree about long-term questions to make bets, despite not wanting to commit to waiting until the long-term questions are resolved. 

Suppose person A and person B disagree about whether P, but can’t find any clear concrete disagreements related to this question that can be decided soon. Since they want to bet on things that pay out soon (for concreteness say they only want to bet on things that can pay out within 5 years), they don’t end up betting on anything.

What they can do is they could agree to bet on P, and enter into a contract (or a good-faith agreement) that requires them to, after a period of 5 years, report their true odds about P.  The contract would then enable either bettor to unanimously back out of the bet, at which point the payouts would be distributed according to the difference of the odds they agreed to and the average of the odds that they currently report. In other words, the bettor who was closer to the consensus after 5 years is paid out in proportion to how much closer they were.

To ensure that bettors approximately truthfully report their odds about P after the horizon of 5 years, the contract requires A and B to report their odds to a trusted intermediary (who announces these odds simultaneously), and requires either party to accept any follow-up bets at (some function of) these reported credences. 

Bettors might agree ahead of time to the range of acceptable follow-up bet sizes, though importantly, follow-up bet sizes need to be expected to be relatively large (say, a non-trivial fraction of the existing bets) to ensure that bettors have an incentive to report something close to their true beliefs.

Follow-up bets could be revisited in the same way after another 5 years, and this would continue until P resolves, or until the betters settle. However, because bettors are required to take follow-up bets, they also have an incentive to develop accurate beliefs about P so we might expect disagreements to usually be resolved short of when P resolves. They furthermore have an incentive to arrive at a consensus if they want to avoid making follow-up bets. 

On this mechanism, bettors know that they can expect to fairly resolve their bets on a short horizon, as each will have an incentive to end the bet according to their consensus-view of who was closer to the truth. Hence, bettors would be keen to bet with each-other about P if they think that they’re directionally right, even when they don't want to wait until P completely is decided.

Comment by Tamay on Projecting compute trends in Machine Learning · 2022-03-12T23:23:28.859Z · LW · GW

Thanks! 

Could you make another graph like Fig 4 but showing projected cost, using Moore's law to estimate cost? The cost is going to be a lot, right?

Good idea. I might do this when I get the time—will let you know!

Comment by Tamay on Covid 12/24: We’re F***ed, It’s Over · 2021-04-25T20:10:47.080Z · LW · GW

Four months later, the US is seeing a steady 7-day average of 50k to 60k new cases per day. This is a factor of 4 or 5 less than the number of daily new cases that were observed over the December-January third wave period. It seems therefore that one (the?) core prediction of this post, namely, that we'd see a fourth wave sometime between March and May that would be as bad or worse than the third wave, turned out to be badly wrong.

Zvi's post is long, so let me quote the sections where he makes this prediction:

Instead of that being the final peak and things only improving after that, we now face a potential fourth wave, likely cresting between March and May, that could be sufficiently powerful to substantially overshoot herd immunity.

and,

If the 65% number is accurate, however, we are talking about the strain doubling each week. A dramatic fourth wave is on its way. Right now it is the final week of December. We have to assume the strain is already here. Each infection now is about a million by mid-May, six million by end of May, full herd immunity overshoot and game over by mid-July, minus whatever progress we make in reducing spread between now and then, including through acquired immunity.

It seems troubling that one of the most upvoted COVID-19 post on LessWrong is one that argued for a prediction that I think we should score really poorly. This might be an important counterpoint to the narrative that rationalists "basically got everything about COVID-19 right"*.

*from: https://putanumonit.com/2020/10/08/path-to-reason/

Comment by Tamay on Are we in an AI overhang? · 2021-04-25T17:02:40.503Z · LW · GW

I think GPT-3 is the trigger for 100x larger projects at Google, Facebook and the like, with timelines measured in months.

My impression is that this prediction has turned out to be mistaken (though it's kind of hard to say because "measured in months" is pretty ambiguous.) There have been models with many-fold the number of parameters (notably one by Google*) but it's clear that 9 months after this post, there haven't been publicised efforts that use close to 100x the amount of compute of GPT-3. I'm curious to know whether and how the author (or others who agreed with the post) have changed their mind about the overhang and related hypotheses recently, in light of some of this evidence failing to pan out the way the author predicted.

*https://arxiv.org/abs/2101.03961

Comment by Tamay on Multivariate estimation & the Squiggly language · 2020-09-05T22:30:22.971Z · LW · GW

Great work! It seems like this could enable lots of useful applications. One thing in particular that I'm excited about is how this can be used to make forecasting more decision-relevant. For example, one type of application that comes to mind in particular is a conditional prediction market where conditions are continuous rather than discrete (eg. "what is GDP next year if interest rate is set to r?", "what is Sierra Leone's GDP in ten years if bednet spending is x?").

Comment by Tamay on What are CAIS' boldest near/medium-term predictions? · 2019-07-03T19:48:37.429Z · LW · GW

If research into general-purpose systems stops producing impressive progress, and the application of ML in specialised domains becomes more profitable, we'd soon see much more investment in AI labs that are explicitly application-focused rather than basic-research focused.