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AI Pioneer: The Bubble Is Real And Could Trigger an AI Winter | Andrew Ng

This Is The World54:07

Transcription

AGI has become a marketing term. If AI

could do a useful economic work task as

well as a skilled professional human,

then that seems to me like a more

reasonable definition for AGI. I think

we're very far away from that. Maybe

more than decades.

>> Andrew Angie is one of the key

architects of modern artificial

intelligence mentioned in the same

breath as Jeffrey Hinton, Yan Lun, and

Demi Hassabis.

>> Now, just be transparent, just be

completely truthful. There is a small

number of job roles that are fully

automated by AI. So candidly I think uh

excessive hype that leads to

disappointment that leads to you know

collapse of the so-called bubble that

would not be good for the world and good

for the field of AI. A lot of the best

open source open way models are coming

out of China.

>> Is the opensource era over?

>> Many universities are slow to adapt

curriculara and are still training

students for the jobs of 2022. Many of

those jobs don't really exist. So

employees don't want to hire. Will

programmers be unemployed?

>> Will this be the year we finally achieve

AGI? You are opening your expose from a

few hours ago with this question.

>> For any reasonable definition of AGI, I

think the answer is no. We will not get

AGI uh in 2026. The best way to get the

AGI in 2026 is if someone manages to

dramatically lower the bar for what AGI

actually means then maybe some company

clear the hurdle.

>> How you explain then define AGI?

>> The definition of Agi that I'm most

familiar with is AI that could do any

intellectual task that a person can. And

uh today a human can learn in maybe tens

of hours how to I don't know drive a

truck through a forest which I've never

done before but I think if you train me

for a few hours I could probably do it.

Um human could learn to take calls for a

contact center and answer questions

consistent with how certain business

needs it answered. And there's certain

things a person can learn to do

intellectual task as opposed to physical

task. Um, and a lot of these tasks still

feels like it's a ton of work to build

custom AI workflows to perform, which we

do do and which turns out to be really

valuable, but needing an engineer to

spend so much time building these things

is not how the public typically thinks

about AGI. And as much as I hope we'll

get there someday of computers are as

intelligent as people in every sense, I

think we're very far away from that.

You've just proposed today a new version

of the touring test. Can you explain

what you propose?

>> I'm excited about this. So, um I feel

like because of the hype around AGI, AGI

has become a marketing term rather than

something of precise technical meaning.

And the way it's used as a marketing

term, it actually misleads a lot of

people. But since people want AGI are

excited about it, I'm excited about it.

Why don't we come up with a test to see

if we are actually, you know, getting

close to achieving AGI? So, here's the

idea. Um, in the original touring test,

a human judge would get to type text

back and forth to either an AI or a

human. And the original touring test was

can AI fool the judge into thinking or

being unable to tell if they're talking

to AI or to a human. And it was a great

invention for 1950, which is when I

think Alan Turing came with this test.

But it's not really measuring

intelligence the way we think about it

today. Um here's how I think we can

build a touring AGI test is what I

called it which is have a human judge

design a multi-day experience uh that

could be um some uh on boarding training

uh via a computer and the test subject

will be either AI or a human with access

to computer and normal software like a

web browser maybe zoom maybe other types

of software and if over a few days um if

in a multi-day experience

If AI could do a useful economic work

tasks as well as a skilled professional

human, then that seems to me like a more

reasonable definition for AGI. And the

reason I'm proposing this is because

this is actually much closer to what the

broader public thinks of this AGI. So if

people think AGI could be here, they

think, wow, AI will be able to do

people's jobs. And indeed, if AI is able

to function like a remote worker for

multiple days and do productive work,

that will be incredibly valuable and I

think much closer to what people think

of as real AGI as opposed to some of

these, you know, alternative standards

that some businesses are promoting for

PR or policy or fundraising purposes.

>> I remember my interview with Sir Roger

Penrose, Nobel Prize winner. Math is a

closed system. So AI can play it like a

game. Uh aren't you afraid, Andrew, an

effective AI test doesn't exist?

>> One of the challenges with um tests or

benchmarks of AI is when someone fix a

test set in advance, then you're just

measuring one specific dimension of AI.

uh this is why for a lot of AI models

large language models there are a lot of

standard benchmarks you know Sweetbench

uh GBQA and so on and um it's very

difficult to avoid having teams optimize

for the known test sets out there even

if they don't do it directly it ends up

and AI is a jagged form of intelligence

it's great at some things really awful

some other things but AGI people think

of it as AI that could do any

intellectual task the person can should

cover all intellectual tasks that people

can cover. So to me, one big difference

between a fixed test set kind of

benchmark versus letting a human judge

probe in real time is a human judge can

take a look at the state-of-the-art and

can probe to see where is AI strong,

where is AI weak. And for AI to be this

AGI, you know, most people think of it

as matching humans in every dimension,

which means that a human judge should be

unable to probe to find places where the

AI is materially weaker than what a

human can do in terms of these say

economically valuable job tasks that we

want AI to do.

>> Are benchmarks still measuring something

real? benchmarks hit 90% and the users

say that is feels dumber

are benchmark measuring something real.

Oh, I think benchmarks are measuring

something real but it's a very narrow

slice of the sorts of things we want to

measure. Um, one weakness of a lot of

benchmarks is we're much better at

designing objective benchmarks. So

things like math which is a right or

wrong answer or a factual question you

know like in the this year's Olympics

who won this you know 200 meter

freestyle swimming or whatever so those

questions have objective right and wrong

answers and so a lot of benchmarks is on

measuring is the AI right or wrong it's

very black and white um lot of life

there is it's very difficult to design

one completely objective best answer so

even in a um human conversation like

we're having, you know, what's the one

right thing for me to say? I don't know,

but I could probably say stuff that is

better or some stuff that is worse. Um

and on average, we've been not very good

at designing benchmarks to measure these

things that are more um subjective or

whether gradations are good and bad, but

it's very hard to write a test set

saying this is one right answer, this is

one wrong answer.

um not that we don't try but I feel like

a lot of the benchmarks we have uh don't

capture those things as well and the

reality is a lot of human work if you

ask me to write a research report you

know there's no one right report there

are different gradations of how good or

bad the report is and our ability to

write benchmarks to capture this gray

shades of gray is much weaker than our

ability to write benchmarks to say did

it solve this math problem correctly did

it write a piece of code that runs

correctly. Those we know how to do

better than what a lot of actual useful

human work requires.

>> If not AGI, what we can expect in 2026?

Greg Brockman from OpenAI says two big

dams of AI in theat dams of AI in 2026

will be agent adoption and scientific

acceleration. What's your take on that?

>> I think AI is a distraction. We're very

far from it. You know, we're not going

to get there anytime soon. Um, but even

without achieving AGI, there's so much

incredibly valuable stuff that we are

doing and that we will continue to do in

2026. Um, I coined the term agentic AI

to describe what I saw as a growing

phenomenon. And even though I was saying

that it's so much work to build AI to

capture useful business processes,

um sometimes when we do that is

incredibly valuable. So in 2026 and

beyond

there'll be a lot of exciting work to

build AI agents or to build agentic

workflows to do a ton of really valuable

economically important work. Here at my

team at AION, uh our teams have been

using agentic workflows to write code

like many others do too, but also to um

look at paperwork to check for tariff

compliance as guy AI or um to read

tricky legal documents to you know help

lawyers do their work better or to do

medical assistance tasks um or to

support customer service. And I find

that taking the mental processes that

people are currently going through to do

these types of tasks be it legal

compliance or whatever um and coding

them into an AI agent on agentic

workflow. So the AI could do it for you.

This I think will go on for a long time.

We'll be building these agentic

workflows for many many years to come.

But the value is is uh will be will be

very large.

>> What we are talking about agentic

workflows. Professor Rich Sutton

famously uh said, "Raw computing power

always beat human cleverness." Uh by

focusing on agentic workflows, aren't

you against?

>> So Rich's uh uh uh article on the bitter

lesson was very influential and very

well written. Um just to be clear I like

scale. When I started Google brain the

which later merged with um deep mind to

form Google deep mind and created Gemini

and so on. My number one mission that I

set to the Google brain team was said

let's just scale right there bu really

really big neon networks threw lots of

data out it so I think I was probably

one of the earliest in AI.

>> You are the architect of the era of

scale. I pushed for scale when everyone

else thought when frankly everyone else

at that time thought it was a strange

thing to push for pretty much. So I so I

like scale and I think it was because um

the Google brain team the way I set it

up is DNA was just a scale that was

number one thing you know there

obviously a team does many things worry

about many things but the number one

mission was scale that's how I set up

Google brain that's why with that DNA it

was the Google brain team that invented

the transformer neuronet network that

was the most scalable neuronet network

architecture you know in history uh and

that powered the generative AI

revolution, right? So, so I really

believe in scale. Having said that, at

different moments in time, um, our

ability to scale and our ability to

inject other forms of knowledge creates

a balance where I don't think we'll

achieve everything we want only by

scale. um is incredibly powerful too.

And like many things um

sometimes we've seen businesses hype up

one phenomenon for fundraising or PR or

whatever purposes and it is absolutely

true that because of scaling laws when

you scale systems you can fairly

predictably forecast where performance

will go. This was shown by my team at

BYU later by uh OpenAI I think. Um uh

and so this is actually a wonderful

argument to raise funds because you can

say give me more money I will scale up

these machines scale up the data get

better but but because of because of

that huge kernel of truth and scale I

think it has been hyped up beyond what

it actually is which is amazingly

valuable but not as valuable as the hype

says it is but nonetheless still

amazingly valuable and agentic workflows

allows us to take advantage of uh the

scale AI models launch models and

additionally inject other types of

knowledge into the system to build more

reliable, more performant um workflows.

>> Today, do you truly believe that the era

of scaling is over?

>> No, I don't think era scaling is over.

It's been getting harder and harder. Um

yeah, it's been interesting.

Um AI has been progressing maybe

exponentially.

It's been interesting seeing that the

number of dollars needed to drive this

exponential progress has also been

exponential. So you spend exponentially

many dollars to drive exponentially

rapid improvement is not bad. It is very

valuable because um the cost of building

it can be amotized over a lot of users.

Um and I think there's still more to be

gained by scale but um it's not the only

avenue we have for improving AI at this

point. What would change your mind

>> about what?

>> About scaling.

>> Oh, what would make me give up on

scaling?

>> If for a extended period of time further

efforts to scale up models are not

paying off, that would make me change my

mind. But maybe um one important

asterisk to that just as over many

decades Mo's law drove progress but it

took lots of different technologies that

kept on changing over time for Mo's law

to keep on making semiconductors work

better and better. What we see is in the

early days of genon the recipe was get

more data train a bigger model. this

exactly what I at least at that level of

abstraction exactly what Google brain

was set up to do right more than 15

years ago or so um uh but since then AI

models have read pretty much the entire

open internet so that simple recipe for

scaling it doesn't really work anymore

which is why many teams are now doing

much more work on synthetic data

generation which requires much more

human engineering a lot more work on

different reinforcement learning recipes

um and So even though scaling still

continues to pay off the specific

recipes for driving that scaling has

definitely shifted quite significantly

over these last you know two three

years.

>> So from the another side can a smarter

model simply beat a smart workflow.

Um,

yes. I wish it were that easy though

that in practice uh I think it is um

in theory yes in practice very harder

than most people think.

>> Why?

>> So one thing I think has been fantastic

was with more intelligent models uh be

it you know the claw 4.5 focus uh Gemini

3 um GBD 5.1 5.2 to we've been

increasingly able to give a large

language model a set of tools and just

have it let loose, right? So just give

it a set of tools for reading and

writing for a file system then just tell

to do some tasks like you know look for

extraneous files and help me clean up my

hard disk or whatever. Um and the level

of performance of these is is is

fantastic. It's really really really

impressive. Having said that, for many

workflows, it's just not reliable enough

to be production ready. Um, and so while

smarter models are great, what I see

right now for a lot of practical

business use cases is teams thinking

through what is the workflow you want,

what are the key steps and implementing

them peace meal so they can get that

reliable performance to get this stuff

working and have it run 10,000 times and

maybe even work, you know, pretty much

every single time. And maybe and and as

models become more intelligent, we are

letting them be more autonomous. We're

removing guardrails. One thing my teams

often do, stuff that we built six months

ago probably had more guard rails, was

more scripted, and we routinely end up

reducing the scaffolding. Instead of

giving a very detailed step-by-step

instructions, we're more likely to say,

you know what, um, go decide for

yourself what you want to do. I mean one

example we used to build deep

researchers where we say to do research

on a topic do a web search do this many

queries then download this many pages

and summarize it blah blah blah common

research agentic workflow from like a

year or two ago now AI models are much

more capable of deciding do they want to

keep on searching the web more do they

want to summarize or not or not so I

find I find myself frequently taking

systems we had built a prototype a year

ago six months or a year a year and a

half ago and ripping out instructions to

say you hey prompt the just figure out

the decision by itself but um still a

long ways to go it it works for use

cases like deep researchers where um

it's not taking action if it misses a

citation or misses a reference it's not

the end of the world but for a lot of

high stakes enterprise use cases um I

think the reliability gap to letting AI

model just let loose and do what it

wants to do I suspect that gap while

it's closing is still bigger than than

some people.

>> I need to ask you about the dispute

between Ian Leon and uh Deis Hassabis.

Uh Ian Leon uh famously says human

intelligence is specialized not general.

Demisabis argue that brains are general

learns under theoretical computations.

Where do you stand on this?

>> You know, I see no contradiction. Maybe

I'm missing something. Uh to me, the

amazing thing about the human brain,

assuming the human is AGI except it's

not artificial, right? It's general

intelligence. The amazing thing about

the human brain is its plasticity or it

ability to learn. Um, and I feel like

AGI to me should be less about AI that

already knows everything under the sun.

That seems very challenging, doesn't

seem practical. But what makes a human

brain so valuable or one of the things

that makes it so valuable for economic

tasks is ability to just learn to do new

stuff, whatever is needed. And um and it

is through learning that we then gain

these incredibly specialized

intelligences like that human brain has

learned to solve incredibly difficult

math problems by getting a PhD in math.

And so you know that is very specialized

intelligence as the end point but it was

learning and then but but theoretically

that same human brain just given

different training could have been a

chess master or could have been um

amazing at you know playing tennis. Uh

so to me a lot of what makes the human

brain so general is not that my brain or

your brain already knows everything

under the sun is our ability to adapt to

learn a huge range of things.

>> Doesn't that implicit side with le?

>> Yeah. One thing that really motivated me

when I was um started the Google brain

team was uh this idea that people don't

talk much much about anymore was that a

lot of human learning may be due to one

learning algorithm. uh what that means

but but it turns out that um our DNA is

not that long. So our DNA contains a

very limited amount of information. um

uh but somehow our DNA has encoded

uh the biology of the brain and the

brain is a fairly general learning

algorithm which is why the brain could

learn to you know do a PhD in math or

learn to ride a motorcycle or right

learn to type a computer or learn to um

work in a contact center in a call

center is because the brain has this

very general learning algorithm that

allows it through learning to specialize

in it bey

range of things and that's what makes

intelligence seem general. It is this

learning ability that lets it gain you

know almost any specialty under the sun.

Some oddman um said a few months ago

Google is doomed because they are

bolding AI onto old search.

Open AI builds from scratch. Uh do you

think they can marry old with the new?

>> I mean the race is on. This isn't

exciting. Uh I think uh Sam was my

student at Stanford and a lot of friends

at Google. So I'm very pro open also

very pro Google. Um if we look back at

the history of technological disruptions

whenever there's a tech disruption

sometimes the new entrance won sometimes

the incumbents one. There's actually

room for either one to do well. And I

think the game is still on. Um in fact

if we look at the inter internet

disruption um Google was a startup that

rose with the r with the rise of the

internet but there's some incumbents

like Microsoft and Apple that were

founded long before the internet and

they did just fine. So clearly AI is

very disruptive uh for incumbent

businesses like Google. I think Google's

played its hand well. I I think uh

Gemini 3 is an incredible model

>> better than Chad GPD.

>> I use both Gemini and Chai GPD uh and

claude uh and and a whole bunch of

models quite often.

>> You are uh talking about AGI a lot. Um

five years ago

>> can I just say I actually don't like

talking about AGI but others talk about

it so much and it's so hype. Yeah. I I I

feel like you know I feel like as as um

leaders in the field when there's a

massive amount of hype

>> you believe that AI AGI is a hype or

hyped

>> it is vastly hyped uh at least the

public thinks of AGI as becoming AI

becoming as intelligent as people in a

very general sense we are so far away

from that um I hope we'll get there I

would love to get to AGI but

realistically I think we're decades you

know maybe maybe more than decades away

from that and so this idea that oh we

just need you know another few quarters

to get to AGI that's just not that's

just not going to happen unless you

redefine AGI to lower the bar and make

it much easier to achieve and I think

and and and and candidly

in the history of AI we've seen a few AI

winters where people well-meaning people

overhyped the promise of AI this led to

elevated expectations that were not met

and um a collapse of investment and

interest and this was bad for the few.

AI works really well right now. It's

incredibly valuable. I see relatively

few things that could derail AI's

momentum. One of the things I actually

worry about is um excessive hype that

leads to disappointment that leads to

you know collapse of the so-called

bubble um and that would not be good for

the world or good for the field of AI.

So diffusing hype about AGI is an

important thing to do to lay the

foundation for us to have more

sustainable growth.

>> Five years ago, solving any coding

problem would have been called AGI.

Today we have it and we call it a tool.

Did we move the goalposts?

>> I I don't remember credible teams

declaring achieving AGI. Uh, I remember

teams declaring that AGI was only a

short time in the future, but I don't I

I don't teams were not three years ago

declaring they got AGI. They were saying

we could get there really soon. Uh, and

then, you know, so far no one's gotten

there.

>> Don't you think that we move the

goalpost?

>> I I think that if anything, teams have

been trying to lower the bar to what it

means to achieve AGI. I mean, AGI,

AI that can do any intellectual task

that humans can is a very high bar. Um,

we have not gotten anywhere near to that

bar. Um, but if teams come up with

alternative definitions that are easier

to achieve, then maybe we can get there

sooner. And by the way, I don't mind how

we define AGI. You know, we can define

AGI however we want. But the problem is

most of the broader public thinks of AGI

as generally very intelligent AI

basically humanlike intelligences. So

that's what most people out in the world

thinks. And so the problem with

>> in subjectivity.

>> Yeah. Basically so you know I think

because people keep coming alternative

definitions. It it turns out that terms

lose meaning when lots of different

people use that same term to refer to

very different things. And so um uh for

example, we all have a sense of what the

word blue means, right? My shirt is

blue. But if for some reason society

points all sorts of different colors and

says this is blue, this is blue, then

the word blue will lose meaning because

people don't even know what it means

anymore when someone says blue. And

that's what happened with AGI. Different

teams came up with different alternative

definitions. people say this is AGI and

and and and

because people are applying lots of

different definitions to the term when

someone now says AGI it's hard to know

what exactly they mean and the problem

is the public thinks of AGI as humanlike

intelligence and so if someone come

because of this uh which seems

reasonable to me and so if someone comes

up with some weird narrow technical

definition and says AGI will appear in

two is the broader public nonetheless

thinks AI will be as intelligent as

humans in two years which just doesn't

seem true to me.

>> Let's talk where are we now? Does the

hardness matter or it is all about you

know the workhorse?

>> I think the honest matters a lot. Um

it's been really incredible watching um

Anthropic build cloud code um as was

their uh SDK uh to make sure that they

and and maybe others have a good harness

to use the model powering this um and

the details of uh the harness, how you

structure the prompts, how what tools

you give the elm, all those details

really matter still. Um actually maybe

one one one small example uh our current

models are incredibly intelligent and

they're becoming better and better at

two to two use right making function

calls. Having said that, if you give a L

model too many tools,

um, it consumes a lot of the input

context and it's much more likely to

struggle and make the wrong API call,

make the wrong tool used call. And so

these little kind of maybe it feels

like, you know, it's 2026, why do we

need to worry about injuring details

like these? Um, it turns out we do

because it still make a big difference

to the overall performance. And, um, you

know, many teams use MCP. I use MCP a

lot and one of the practical engineing

things is if your MCP server has too

long a list of tools, it consumes a ton

of your own input contexts. Uh, and it

may be too many tools to the to

effectively figure out which ones to

use. So, so you get into context

engineering and and and sometimes a

harness can help make these decisions

much more smooth.

>> Anthropic predict continual learning

will be solved by 2026.

Do they expect the same? I look forward

to when continue learning will be

solved. Uh it would be um amazing. It

would be delightful if it ends up being

completely solved in 2026.

I I expect we'll make progress. I think

continue learning is very important.

>> A child learns to walk uh from few

falls. Reinforcement learning needs

millions of of simulations. Uh do we

just brute force learning?

One of the challenges of brute force

learning is um to the extent that in

intelligence human intelligence comes

from the generality of the learning

algorithm that's what makes a human

brain so powerful. general learns new

things really quickly and this is why um

for example humans you know that work

with us are can do so much whereas if

you need to spend a long time to brute

force AI to do some narrow task it could

still be really valuable in some cases

but the case for doing it just isn't

going to be there for a lot of tasks so

the ability to um say hire a human and

talk to them a it and then figure out

what to do and do a job that's really

valuable. If you need to hire an AI and

then spend a million dollars to train

the AI to do this one task, then there

are a lot of tasks that it just doesn't

make sense, right, to spend that much

effort to train AI.

>> If sample efficiency doesn't matter,

only three companies on air

unfortunately can afford to train

frontier models. It'll be really

interesting to see the continually

evolving dynamics between open source

and open way models versus the

proprietary models um AI as oligopoly.

>> I hope we don't get to that future. So

kindly if I look at um the mobile

development platform

it's just not as interesting these days

partly because there are two gatekeepers

right to do something on mobile um at

least in United States you kind of need

permission from either um iOS or Android

and so there are certain innovations

that we're just not allowed to do

because of those closed platforms

>> a lot of us in AI really hope that there

will not end up with two or three

gatekeepers to building cutting AI

things where if someone has an idea um I

would love to have people allowed to

innovate on top of large language models

and so open source open way models is a

key to um preventing there from this

small handful of gatekeepers from

arising and if we can um make sure that

everyone preserves the freedom to

innovate which we have much more in the

AI world today than say in the mobile

world today then uh we'll see a lot more

inventions a lot of cool applications

and society will be much richer for it.

Do we really need

real continual learning?

There's a lot of work to be done in

continue learning. I think of it as one

of uh the uh one of the important open

research topics in AI right now. Um a

lot of the current textbased memory

systems have the AI do whatever it does

and then write a bunch of text into some

sort of agentic memory. Um, and

questions are, you know, is text really

the good enough representation for

memory? And there's some research on

non-ext representations, but a lot of it

is in text right now. Um, uh, and then

also the fact that we're building all

these memory systems that don't really

ever update the weights of the LM that

feels like we have to be missing a key

piece of the puzzle. So um some of my

teams have been have had ideas uh not

sure not sure where we'll take them or

not take them but uh uh improving

continue learning in terms of the things

humans can do the AI cannot do that

seems

>> what's the biggest bottleneck to

continual learning right now. Oh, I

would say we don't have the right ideas

or we're not sure what the right idea

is. It's a bunch of ideas. It's just one

of those things

>> even you

>> there are few ideas that I think are

promising that but

uh uh for example

>> uh maybe let me see if I have time to

try it out first and I'll let you know

if it works. I honestly don't know if it

will work. But to me, it's one of these

things, you know, if we were to ask um

yeah, it's like it's kind of saying

what's the bottleneck to solving this

huge unsolved research problem? And I

don't know because the path isn't the

path to get there isn't clear. So I

can't even say what exactly are the

bottlenecks. We just don't know how to

do it. Elizabeth Yutokovski

um says if that's a quad if anyone

builds AGI

everyone die but every year we delay

millions die from cancer aging disease

AI could solve which risk is greater

>> I can't make head the tales of a lot of

his arguments when I read them um many

of his arguments are sufficiently

circular popular. I don't even know how

to argue with them. Um uh I think that

um

AI is doing so much good in the world

today that um anything we can do to

accelerate the progress of AI will lead

to better lives, many more lives saved,

many people much wealthier, many people

much better off, live a lot of people

out of poverty. um AI's net benefit is

so much greater than the net harm and

there are a few harmful use cases which

Azure is in clear on and let's get rid

of those but at this moment in time very

confident anything we do you know things

we could do to accelerate AI progress

would be good for humanity

>> from your point of view future is

unpredictable right

>> I wish I knew how to predict the future

of course yes it's unpredictable but but

I feel like just because we don't know

in with certainty exactly where the

world will be um that trends that we

have very high confidence about. So for

example, um having in computers be more

intelligent seems clear to me that's a

great thing. Making democratizing access

to intelligence so that it's not just um

uh you know so so it turns out one of

the most expensive things in the world

is intelligence. It costs a lot of money

to hire a smart doctor, a smart teacher,

right, to to care for you or

>> do we need more AI safed tools?

uh and yes of course we should be

working on um making AI systems more

reliable and reducing risk. At the same

time if I look at all

>> everyone around is focused on something

that is profitable.

>> You know I think many people be

surprised at how um there's this view of

Silicon Valley that people only care

about money and nothing else and that's

just absolutely wrong. frankly a lot of

friends that work in a lot of the

companies. Um I know many cos personally

and yes there's a tiny minority that

just cares about profit but it's a very

small fraction. Um a lot of my friends a

lot of these companies people have known

for decades a long well a decade or

longer um really want to do the right

thing. So people take God real

seriously. People take responsible AI

seriously. people will sit down and

really brainstorm all the things that

could go right or wrong with AI system

and try to mitigate your risk. So I know

that there's a view that there's a

stereotype a false stereotype of a bunch

of you know cowboys or cowg girls in

Silicon Valley that just do anything for

profit. It's just completely not true.

Now unfortunately it is true that

there's a small number of companies when

um there's a temptation you know to make

billions of dollars that temptation is

strong but I think that's really a small

minority very small minority tiny

minority of the decisions people have to

make in terms of

>> is the opensource era over

>> open source is doing great now one weird

thing is uh a lot of the best open

source open way models are coming out of

China looking back on Indry over over

the last few years every single year the

options that have been open source or

open weight has grown rapidly so I think

the opensource movement is very strong

at the same time the proprietary options

have also grown rapidly but that's okay

the important thing is uh the open

options are also growing strongly what

goes through your mind when you look at

the current stage of AI development

I want to empower everyone to build AI.

So um as a developer, I don't ever want

to have to code by hand again. I want AI

to write as much of my code for me as

possible. And the acceleration of

software engineering because of AI is

very clear. But what is less clear to

many people is many people that are not

software developers would be so much

better off building software, doing

things with AI than not. And um Armor

Marie seeing this among our teams, the

marketer that knows how to use AI is

trying to run circles around the ones

that don't. Uh my CFO, you know, at AI

fund, she writes code and she gets much

more done than some other CFO,

hypothetical CFO that doesn't know how

to write code uh using AI assistance. So

what I'm seeing is with AI tools,

including specifically

building software with AI, um it feels

like a really important new capability

that we need everyone to have. So as new

capabilities come up, um many people

will embrace them and raise ahead and be

able to do much more and be much more

productive. And then sadly, there'll be

people that don't embrace them that

unfortunately will be left behind. Um

and I'm actually quite worried about

that. One of the big challenges is uh if

you look at the university system,

many universities are slow to adapt

curricular and are still training

students for the jobs of 2022. But many

of those jobs, you know, don't really

exist. So employees don't want to hire

like 2022.

But instead, many employers can't find

enough talent that knows AI, knows how

to build with AI. And I don't mean

software engineers. I I can't find

enough marketers and recruiters and

finance professionals that really know

AI and shifting the educational system

to give students um as well as adults

the ability to use these tools and get

so much more work done. That's going to

require a huge shift of the educational

system. But how to get there at this

moment? It still seems very challenging

to me. What would it take for AI to

replace you as educator?

>> I wish I knew. Turns out my team um

regularly tries to write AI to replace

me uh with my blessing and strong

encouragement.

>> And still it's an impossible, right?

>> Sadly they've not managed to replace me

yet. I suspect that I am a general form

of AI.

>> Maybe we don't know how learning works.

>> Yeah, I think so. You know, if if we

ever get to AGI, it may be great. Go

retire, go do something else. uh uh I

feel like uh replacing a lot of skilled

people that feels like a AGI problem

which feels like it's still I think for

narrow verticals our ability to build AI

to serve narrow verticals uh will grow

much faster right than this hope for

general AI so uh I don't know driving

school is actually an interesting one it

turns out that

driving schools in the US have been

subject a bit to refugee capture So a

lot of innovations that have been

adopted in other nations like driving

simulators. It turns out that

>> driving simulators count in terms of

number of hours driven in many nations

but not in the United States. Because of

that driving simulators are not used as

much in the United States and other

nations. So there's this weird stuff

that is very frustrating. I think

America should be using driving

simulators more because it's a very safe

way to teach kids.

>> Will programmers be unemployed?

>> I think programmers that don't use AI,

they will be in trouble. But programmers

that really know AI, they're so

productive. Just can't find enough of

them.

>> Are they lost to go?

>> Oh, lost to go sounds a bit dire. I

think that uh most job roles are not

going anywhere, but that you know that

that pity saying AI won't replace

someone, but someone that uses AI will

replace someone that doesn't. That's

that's true a lot of the time. Now, just

be transparent. Just be completely

truthful. there is a small number of job

roles that are fully automated by AI. So

candidly I think uh lot of translators

are in trouble um translators translator

I think uh voice actors they could be in

trouble as well. So the bad news is

there's a very small fraction of job

roles the AI can automate entirely those

I I actually feel for them and I think

we owe it to them to do a lot to make

sure that they can gain new skills reach

out the workforce find other meaningful

things to do that I feel as a AI person

I feel a duty to do whatever I can to

make sure people are taken care of

but for the vast majority of jobs AI can

automate

>> radiology

um I think it's taken much longer than

people thought to automate radiologists,

right? Uh um I think uh uh I think it's

taken much longer than the lawyer

predictions.

>> Oh, I think lawyer has so much reg

capture it'll be very hard to completely

replace human lawyers. But lawyers that

don't use AI will be so much less

productive than lawyers that do use AI

>> because you know uh AI is very good in

that legal research. I think AI could do

parts of law really well. But but here's

the trick. If does a job and AI could do

30% of it, then that 70% you still need

a human to do it. But that human had

better use AI because the one that

doesn't use AI, well, they're missing

out on a lot of productivity.

>> Could you predict which jobs could

finally disappear?

>> Um well, the clear ones are a lot of

call center jobs are going away. um uh

translator jobs, voice actor jobs. I

think the ones that are in trouble are

the ones where almost 100% of the work

or 100% almost 100% of the work can be

automated. But it turns out that so many

jobs are so complex, multifaceted, also

great at text, not so good at

non-extings. So for most jobs, AI could

I I think we look at these task based

analysis of job types of studies that

you know my friend Eric Brennson and

others have done. take a job, break it

into task, see what task AI can

automate. For a lot of jobs, AI can

automate like 30 40% of someone's job

and so you still need a human to do that

you know 60 70%. Uh and there is a small

fraction where AI can automate almost

everything. So those jobs are in trouble

but that's a very small minority of the

jobs out there. You left by do in uh

2017 right? Uh what was the reason that

you decided to be here? So you know I

had a great time at BYU uh uh and um

it's funny people keep wondering when I

you know move when I moved from Google

brain to and then by do to running AI

fund and div

some secret thing but but uh what

happened so I feel like I was running

the AI team at BYU uh great team uh uh

and I think the team did a wonderful job

you know uh building the mothership

right so online advertising improve

improving websites, all the core

businesses and team was doing a great

job there. I remember um uh looking at

the orc chart and then thinking, you

know what, if I weren't here, we've got

a really good team. They'll probably do

just fine without me. And then I also

realized that the most fun part of my

job at the time was actually building

new business units. We did a great job

making money for the mothership. Really

proud of the work that the team did. Um

uh but I found that where I personally

had the most fun was building new

businesses. So, for example, um I ran by

do self-driving car team still doing

really well in China today. Um I ran by

um kind of a a smart speaker team like

the you know like um Alexa or or or Hey

Siri or whatever China still doing

really well today and I felt that um

while I could make money for the

mothership where I was actually really

engaged was building new businesses and

then I asked myself while doing it

within the context of a big company was

fine. Um I felt that maybe if I start

something else uh uh which turned out to

be the venture studio AI fund to build

businesses you know more from zero to

one rather than the concept is a big

company maybe I could make that work

even better so that's why I stepped away

from BU um to start deep learning.ai AI

because I want to continue to do a lot

more work in education to empower people

to build with AI and then additionally

to run AI fund venture studio where we

build startups. Uh

>> do you think China is now ahead?

>> I think AI is multifaceted and China is

ahead of the US in some places like open

source open way models and the US is

ahead of China in some places like

proprietary models. So you don't regret

your choice.

>> I think uh I had a great time doing some

work with teams in China. Um I'm having

a great time doing work with DAI, AI

fun, uh more recent AI aspire uh landing

AI. So I'm I I uh yeah know I'm happy

with very I'm very happy what I'm doing.

No regrets.

>> From pure scale perspective, doesn't

China have more energy? Uh China has a

lot going for it. Um the US also has a

lot going for it. I feel like uh uh you

know as imperfect as this union is um I

love America and the Western world and

uh even though some years it feels like

democracy works better and it works

worse in some years that feels like an

important pillar of um how we do things

in America. uh and uh I think there's a

lot of good work to be done still in

America and I'm excited

>> what we can expect from your company.

>> I want to empower everyone to build with

AI. Um we've been very focused on

helping developers get access to the

latest tools, continue to work hard on

that. And in addition to really

supporting AI developers, build their

careers, grow their careers, um I

actually want to broaden what we do to

empower developers and everyone else to

build with AI. So that's DI's focus. Um

and one of the reasons I stepped away

from BYU from actually I found both when

I was leading a team at Google and at

BYU. Um there's certain businesses that

make sense to build within Google that

makes sense to build within BYU. But

there are other things like, you know,

tariff compliance. Why would an internet

company care about that? So AI fund

builds lots of different startup

businesses. And so I'm excited about

just the diversity of stuff we get to

work on at AI fund. Um, and then AI

aspire, which is relatively new effort,

is uh my friends Kirsty Tan and I are

working um on uh AI advisory for large

enterprises. So it turns out that if we

want to really move the needle on AI

adoption, um developers are important,

individual consumers are important, and

we just got to get large businesses

there. So we're spending quite a bit of

time, uh uh in in partnership with Bane

and others. Um uh Bane is a fantastic

team, really so smart, privileged

working with Kristoff and his team over

there. but um to help advise large

businesses on how to drive real value

and how to really win with AI.

>> You've decided to be also I think AI

communicator. What was the reason?

>> Yeah, you're touching on the very core

values kind of thing. Um I'll tell you

how I prioritize what I do. I think

there are two things um that I

prioritize most most highly that I

really believe in. I think it's a good

use of my time. um one is um things that

make humanity more powerful. That's why

I became a researcher, you know, became

a professor at Stanford because I think

research advancing the state of the art

that makes humanity more powerful by

inventing new technologies. So I believe

in making humanity more powerful. The

second thing I deeply believe in is um

to help others realize their dreams. Uh

it's important that is help others

realize their dreams, not help others

realize my dreams. is as important as

distinction and all through my life I

felt that if we can give others tools

and skills then it puts them in a better

position to realize their dreams which

is why um education you know through

divi

uh uh has always uh been something I

found very motivating

>> is something that you regret when you

look at your story if you could you know

turn back time would you do this and

change something

>> well there's so many things you would

have done differently so frankly

Um, I don't know. I I' I've been

fortunate to have made a few good

decisions. Uh, but I've made so many bad

ones as well. I think there's so many

things I, you know, like, uh, should I

have hired that particular person or,

uh, you know, done that particular

project or should I have, uh, work

harder on that project rather than given

up. I I think

>> if you could find answer for one

question about reality what it would be.

>> I wish I I I wish I understood what is

the nature of intelligence?

>> You mean consciousness?

How matter is transformed into

consciousness inside the human brain or

something more?

>> Actually not consciousness. Um

I think consciousness is important

philosophical question but I don't know

what is consciousness. So philosophers

talk about consciousness in the sense

that is this notion of being self-aware.

But it turns out that you don't actually

know if I'm conscious and I don't

actually know if you are. Right? How do

you know if in in philosophy there's

this uh uh concept that maybe I'm just a

zombie and I'm not actually conscious

but I'm just moving my hands, moving my

mouth and pretending to be conscious. So

because you don't have access to my

inner experience and vice versa, we

don't actually know if anyone else is

conscious but I think out of politeness

we pretend everyone else is conscious

much as we think we are. So because

consciousness is not measurable to me

that makes it a philosophical rather

than a scientific question. And while

philosophy is important I am I gravitate

more to the scientific questions and and

to me the nature of intelligence is um

what on earth are the mechanisms that

allow the human brain or maybe other

biological brains to demonstrate this

huge range of intelligent behaviors that

we see? like how on earth does this

work? Um

by the way something that is not widely

known before starting the Google brain

team um one thing I did was hang out a

lot with my neuroscientist friends and

you know I was reading huge piles of

neuroscience papers and concluded you

know lots of respect to my neuroscience

friends but neuroscience has no idea how

the brain works frankly pretty much so I

gave up on neuroscience as a path to

building intelligence but understanding

how does intelligence actually work what

is the nature of intelligence

I'm pretty sure it's not a transformer

network with scaling laws. I'm pretty

sure it needs more than that. But I wish

I

>> what is the nature of reasoning also?

>> Yeah. Yeah. I I I think reasoning is a

subset of intelligence. Uh but

understanding how reasoning actually

works would also be fascinating.

>> Why in the western world are we so

unhappy?

I really disagree with his

characterization of the western

weather's loss for these reasons. Um I

don't look for happiness in the water I

drink but I drink water and it keeps me

healthier. I think it mistake to look

for happiness in AI but AI really holds

people. that holds us whole help holds

us build things give us skills and so AI

is important but there's a mistake to

look for happiness in AI in the same way

that it would be a mistake to look for

happiness um uh in in I think happiness

comes much more from within than from

the artifacts that we build but it is

that process of striving to help others

um I hope a lot of people and find

happiness in that. And I hope I can help

others through my work in AI. Um, and I

find a lot of joy in

>> uh being able to do work that could be

useful to others.

>> Thank you very much for the time.

>> Thank you.