$125B for Superintelligence? 3 Models Coming, Sutskever's Secret SSI, & Data Centers (in space)...

Ilya Sutskever's 'straight shot to superintelligence' is already valued at $5B, but now we get $125B data centers in the works. Yes, plural. Will this be the ultimate gambit on the scaling hypothesis?

And yes, the title is not clickbait, a company is pledging to build data centers in space, but that follows failed attempts in the sea. Plus, distributed training, Gemini 2, Grok-3, Colossus, CharacterAI, Orion, and ... chapters.

Chapters:
00:00 - Intro
01:06 – SSI, Safe Superintelligence (Sutskever)
03:45 - Grok-3 (Colossus) + Altman Concerned
05:36 - CharacterAI + Foundation Models
06:26 - $125B Supercomputers + 5-10GW
08:28 - ‘GPT-6’ Scale
09:07 - Zuckerberg on Exponentials and Doubt
09:42 - Strawberry/Orion + Connections + Weights
11:39 - Data Centers in Space (and the sea)
12:45 - Distributed Training + SemiAnalysis Report w/ Gemini 2
17:34 - Climate Change Pledges?

[ryzikx]

cant wait for ASDI (artificial super duper intelligence)

[jonahhekmatyar]

My wife and I are currently working on an AGI, should be ready and fully trained in 18-25 yrs. Current budgeting indicates it'll take far less than 125 billion dollars.

[BooLightning]

they found a "this one weird trick can make you a billionaire" video

[sakunpanthi]

The production quality of these videos is astounding.

[InstantDesign]

Just to note I rely on and appreciate you for an honest perspective on this field.

[jeff__w]

0:55 “If they’re wrong, this [the $125 billion spent on data centers] could all be viewed as the biggest waste of resources in human history.”
Gee, I dunno—the $3 trillion spent on the US war in Iraq (as estimated by the Harvard Kennedy School) seems like it’s larger, if we assume that money spent has _some_ relationship to resources used. (The $125 billion still _could be_ a big waste of resources, though.)

[BrianMosleyUK]

Fascinating. Biggest stakes being played right now, and 99.9% of the population have no idea whatsoever, what is happening.

[vio_tio]

love how he covers the news from a neutral POV rather than buying into the hype! Great job!

[phd]

The first thing that an AGI/ASI should focus on is making a more efficient version of itself. The human mind runs on 20W. I see no reason why we shouldn't be able to get an AGI to run on < 1000 W.

[Tzhz]

$1B raised, 3 months old, no information, $5b valuation. As an accountant, I can smell a scam.

[revengefrommars]

A datacenter in space would appear to have multiple issues, not the least of which is maintenance. Even with the advent of SpaceX, it's not exactly cheap to send all the parts into orbit. Then, even though they say "passive cooling", how are you going to reject a significant percentage of a gigawatt's worth of heat? The ISS already has to use a huge radiator to reject a much smaller amount (maybe 1/1000th?) of heat into space.

[boremir]

This just makes me appreciate how special our brains are.

[LaurinkoSattumaa]

Strawberry sounds like a low hanging fruit

[xviii]

this is not a bubble at this point, it's a bomb

[drtariqhabib]

Current singular emphasis on the scaling hypothesis seems misplaced, considering that language is merely one aspect of the multi-dimensional intelligence model our biological brains exhibit. I strongly feel alternatives like neurosymbolic AI might pave the way for achieving a more advanced AGI, presenting a viable challenge to the current focus on scaling, with less investments and impact on environment.

[squamish]

I watched a recent interview with the co-founder of DeepMind, Shane Legg, and he didn't even mention LLMs as the path to AGI. He said DeepMind was working on other architectures to get them there. He maintains DeepMind's 2030 timeline.

He also pointed out that the famous alien-seeming "Move 31" in AlphaGo's game against Lee Sedol was not made by an LLM.

[sashank]

Hes editing o1 fully explained. I been waiting patiently....

[executivelifehacks]

Why wouldn't we watch all the way to the end. No one else comes close to what you do. Fact checked, objective, intelligent, dilligent analysis, hitting the very most salient points.

[rousabout]

The only news channel I can't get enough of

[anatolwegner]

When this shit blows it will make the 2008 crisis look like a day at the beach