Francois Chollet — Why the biggest AI models can't solve simple puzzles

0:00

LLms are very good at memorizing static programs If you scale up the size of your database, you are not increasing the  intelligence of the system one bit.

0:09

I feel like you're using words like  memorization that we would never use for human children.

0:11

If they  could solve any arbitrary algebra problem they wouldn’t say they memorized  algebra, you’d say they learned algebra.

0:19

So I’ve got a million dollar prize pool  and there’s a 500,000 for the first team to get to the 85% benchmark.

0:24

If ARC survives  3 months from here, we’ll up the prize.

0:28

OpenAI basically set back progress to  AGI by five to ten years.

0:28

They caused this complete closing down of frontier  research publishing and now LLMs have essentially sucked the oxagen out of  the room, like everyone is doing LLMs.

0:44

Today I have the pleasure to speak with  François Chollet, who is an AI researcher at Google and creator of Keras.

0:50

He’s launching  a prize in collaboration with Mike Knoop, the co-founder of Zapier, whom we’ll also be  talking to in a second.

0:57

It’s a million dollar prize to solve the ARC benchmark that he created.

1:00

First question, what is the ARC benchmark?

1:00

Why do you even need this prize?

1:07

Why won’t the biggest  LLM we have in a year be able to just saturate it?

1:12

ARC is intended as a kind of IQ test for  machine intelligence.

1:12

What makes it different from most LLM benchmarks out there is that it’s  designed to be resistant to memorization.

1:18

The way LLMs work is that they’re basically this  big interpolative memory.

1:24

The way you scale up their capabilities is by trying to cram as much  knowledge and patterns as possible into them.

1:38

By contrast, ARC does not require a lot  of knowledge at all.

1:38

It’s designed to only require what’s known as core knowledge.

1:43

It’s basic  knowledge about things like elementary physics, objectness, counting, that sort of  thing.

1:50

It’s the sort of knowledge that any four-year-old or five-year-old possesses.

1:54

What’s interesting is that each puzzle in ARC is novel.

2:02

It’s something that you’ve probably  not encountered before, even if you’ve memorized the entire internet.

2:08

That’s what makes  ARC challenging for LLMs.

2:08

So far, LLMs have not been doing very well on it.

2:17

In fact, the  approaches that are working well are more towards discrete program search, program synthesis.

2:23

First of all, I’ll make a comment that I’m glad that as a skeptic of LLM, you  have yourself put out a benchmark.

2:35

Is it accurate to say that if the biggest model  we have in a year is able to get 80% on this, then your view would be that we are on track to  get AGI with LLMs?

2:40

How would you think about that?

2:47

I’m pretty skeptical that we’re going to  see an LLM do 80% in a year.

2:47

That said, if we do see it, you would also have to look  at how this was achieved.

2:52

If you just train the model on millions or billions of puzzles  similar to ARC, you’re relying on the ability to have some overlap between the tasks that you  train on and the tasks that you’re going to see at test time.

3:09

You’re still using memorization. Maybe it can work.

3:09

Hopefully, ARC is going to be good enough that it’s going to be resistant  to this sort of brute force attempt but you never know. Maybe it could happen.

3:22

I’m  not saying it’s not going to happen.

3:26

ARC is not a perfect benchmark. Maybe it has  flaws.

3:26

Maybe it could be hacked in that way.

3:34

What would GPT-5 have to do so that you would  be very confident that it’s on the path to AGI?

3:42

This is what would make me change my mind about  LLMs.

3:42

I would need to start seeing a critical mass of cases where you show the model something  it has not seen before — a task that's truly novel from the perspective of its training  data — and it can actually adapt on the fly.

4:02

This is true for LLMs but really this would catch  my attention for any AI technique out there.

4:02

If I can see the ability to adapt to novelty on  the fly and pick up new skills efficiently, then I would be extremely interested.

4:15

I  would think this is on the path to AGI.

4:21

The advantage they have is that they do get to  see everything.

4:21

Maybe I'll take issue with how much they are relying on that, but obviously  they're relying on that more than humans do.

4:32

They do have so much in distribution, to the  extent that we have trouble distinguishing whether an example is in distribution or not.

4:37

If they have everything in distribution, then they can do everything that we can  do.

4:43

Maybe it's not in distribution for us.

4:46

Why is it so crucial that it has to be out of  distribution for them?

4:46

Why can't we just leverage the fact that they do get to see everything?

4:52

Basically you’re asking what's the difference between actual intelligence — the ability  to adapt to things you've not been prepared for — and pure memorization, like  reciting what you've seen before.

5:07

It's not just some semantic difference.

5:07

The big  difference is that you can never pre-train on everything that you might see at test time because  the world changes all the time.

5:15

It's not just the fact that the space of possible tasks is infinite.

5:21

If you're trained on millions of them, you've only seen zero percent of the total space.

5:28

It's also  the fact that the world is changing every day.

5:34

This is why we, the human species, have developed  intelligence in the first place.

5:34

If there was such a thing as a distribution for the world  — for the universe, for our lives — then we would not need intelligence at all.

5:46

In fact,  many creatures, many insects for instance, do not have intelligence.

5:51

Instead they have  hardcoded programs in their connectomes, in their genes, behavioral programs that  map some stimuli to appropriate responses.

6:05

They can actually navigate their lives and their  environment in a way that's very evolutionarily fit without needing to learn anything.

6:10

If our environment were static and predictable enough, what would have happened is that evolution  would have found the perfect behavioral program: a hard-coded, static behavioral program.

6:23

It  would have written it into our genes.

6:23

We would have a hard-coded brain connectome.

6:28

That's what we  would be running on.

6:28

But that's not what happened.

6:33

Instead, we have general intelligence.

6:33

We are  born with extremely little knowledge about the world.

6:39

We are born with the ability to learn  very efficiently and to adapt in the face of things that we've never seen before.

6:45

That's  what makes us unique.

6:45

That's what is really, really challenging to recreate in machines.

6:50

Before we dive deeper into that, I'm going to overlay some examples of what an ARC-like  challenge looks like for the YouTube audience.

7:02

For people listening on audio, can you describe  what a sample ARC challenge would look like?

7:08

One ARC puzzle looks kind of like an IQ test  puzzle.

7:08

You have a number of demonstration input-output pairs.

7:13

One pair is made up  of two grids.

7:13

One grid shows you an input, and the second grid shows you what you  should produce as a response to that input.

7:27

You get a couple pairs like this to demonstrate  the nature of the task and what you're supposed to do with your inputs.

7:33

You then get a  new test input.

7:33

Your job is to produce the corresponding test output.

7:40

You look at the  demonstration pairs and from that you figure out what you're supposed to do.

7:46

You show that  you've understood it on this new test pair.

7:54

Importantly, the knowledge basis you need  to approach these challenges is just core knowledge.

8:02

It includes basic concepts like  what makes an object, counting, geometry, topology, symmetries, etc.

8:10

It's extremely  basic knowledge.

8:10

LLMs for sure possess such knowledge.

8:17

Any child possesses such knowledge.

8:17

What's really interesting is that each puzzle is new.

8:24

It's not something you'll find elsewhere on  the internet.

8:24

Whether you're a human or a machine, you have to approach every puzzle from  scratch and reason your way through it.

8:39

You can't just fetch the response from memory.

8:39

One contention here is that we are only now getting multimodal models that are trained to do  spatial reasoning due to the data they're trained on.

8:53

Whereas not only humans but our ancestors  have had to learn over billions of years of evolution how to understand abstract physical and  spatial properties and recognize patterns there.

9:12

One view is that in the next  year, as we gain models that are natively multimodal capability rather than  as an add-on, they will understand these kinds of patterns because that's something we 'd see  natively.

9:25

Right now, ARC sees a JSON string of 100100 and is supposed to recognize a pattern  there.

9:32

Even if you showed a human a sequence of these numbers, they would have a challenge  making sense of the question you're asking.

9:44

Why wouldn't multimodal models, which we're on the  path to unlocking right now, be so much better at ARC-type spatial reasoning as soon as we get them?

9:50

That's an empirical question.

9:50

I guess we'll see the answer within a few months.

9:54

My response  is that our grids are just discrete 2D grids of symbols and are pretty small.

10:01

If you flatten an  image as a sequence of pixels for example, you get something that’s actually very difficult to parse.

10:09

That’s not true for ARC because the grids are very small.

10:14

You only have 10 possible symbols,  They are 2D grids that are actually very easy to flatten as sequences.

10:18

Transformers,  LLMs, are very good at processing sequences.

10:24

In fact, you can show that LLMs do fine  with processing ARC-like data by simply fine-tuning an LLM on subsets of the tasks  and then testing it on small variations of these tasks.

10:42

You'll see that the LLM can encode  solution programs just fine for tasks it has seen before.

10:49

It doesn't really have a problem  parsing the input or figuring out the program.

10:57

The reason LLMs don't do well on ARC is  really just the unfamiliarity aspect.

10:57

Each new task is different from every other task.

11:05

You cannot memorize the solution programs in advance.

11:13

You have to synthesize a new solution  program on the fly for each new task.

11:13

That's really what LLMs are struggling with.

11:18

Before I play more devil's advocate, I just want to step back and explain why I'm  especially interested in having this conversation.

11:27

Obviously there’s the million dollar ARC Prize  and I’m excited to play around with it myself.

11:34

The Vesuvius Challenge was Nat Friedman's prize  for decoding scrolls from the Herculaneum library that were buried in the volcano.

11:39

The winner  of that was a 22-year-old who was listening to this podcast, Luke Farritor.

11:48

Hopefully  somebody listening to this will find this challenge intriguing and find a solution.

11:51

I've recently had on a lot of people who are bullish on LLMs.

12:00

I've had discussions with  them before interviewing you about how we explain the fact that LLMs don't seem to  be natively performing that well on ARC.

12:09

I found their explanations somewhat contrived.

12:09

I'll try out some of their reasons on you.

12:09

It is actually an intriguing fact that some of these  problems are relatively straightforward for humans to understand, yet the models struggle  with them if you just input them natively.

12:25

All of them are very easy for humans.

12:25

Any  smart human should be able to do 90-95% on ARC.

12:31

Even a five-year-old with very, very  little knowledge could definitely do over 50%.

12:45

I agree that smart humans will do very  well on this test, but the average human will probably be mediocre.

12:49

Not really, we actually tried with average humans. They scored about 85.

12:55

That was with Amazon Mechanical Turk workers, right?

13:00

I honestly don't know the demographic  profile of Amazon Mechanical Turk workers.

13:04

Imagining them interacting with Amazon's  remote work platform, I’m guessing that's not the median human across the planet.

13:09

The broader point here is that we see the spectrum in humans and humans obviously have  AGI.

13:15

But even within humans you see a spectrum where some people are relatively dumber.

13:22

They'll perform worse on IQ-like tests.

13:27

For example, there’s Raven's Progressive Matrices.

13:27

Look at how the average person performs on that.

13:31

If you look at the kind of questions that are  hit or miss — half of people will get it right, half of people will get it wrong — we  might think they’re kind of trivial.

13:41

Humans have AGI but from relatively small  tweaks, you can go from somebody who misses these kinds of basic IQ test questions to  somebody who gets them all right.

13:47

We'll talk about some of the previous performances  that people have tried with these models.

13:58

Jack Cole with a 240 million parameter model  got 35%.

13:58

Doesn't that suggest that they're on this spectrum that clearly exists within humans,  and they're going to be saturated pretty soon?

14:09

There's a bunch of interesting points here.

14:09

There  is indeed a branch of LLM approaches spearheaded by Jack Cole that are doing quite well.

14:17

They are  state-of-the art in fact..

14:17

But you have to look at what's going on there. There are two things.

14:23

The first thing is that to get these numbers, you need to pre-train your LLM on millions  of generated ARC tasks.

14:29

Of course, compare that to a five-year-old child  looking at ARC for the first time.

14:35

The child has never done an IQ test before and has  never seen something like an ARC test before.

14:43

The only overlap between what they know  and what they have to do in the test is core knowledge.

14:48

It’s knowing about counting,  objects, symmetries, etc.

14:48

They're still going to do really well.

14:54

They're going to do much better  than the LLM trained on millions of similar tasks.

15:00

There’s a second thing to note about the Jack  Cole approach.

15:00

One thing that's really critical to making the model work at all is test time  fine-tuning.

15:08

By the way, that's something that's really missing from LLM approaches right  now.

15:13

Most of the time when you're using an LLM, it's just doing static inference. The  model is frozen.

15:21

You're just prompting it and getting an answer.

15:26

The model is not  actually learning anything on the fly.

15:26

Its state is not adapting to the task at hand.

15:31

What Jack Cole is actually doing is that for every test problem, it’s on-the-fly fine-tuning  a version of the LLM for that task.

15:38

That's really what's unlocking performance.

15:47

If you don't do  that, you get like 1-2%, something completely negligible.

15:53

If you do test time fine-tuning  and you add a bunch of tricks on top, then you end up with interesting performance numbers.

15:59

What it's doing is trying to address one of the key limitations of LLMs today: the lack of  active inference.

16:04

It's actually adding active inference to LLMs.

16:10

That's working extremely  well, actually.

16:10

So that's fascinating to me.

16:14

There are so many interesting rabbit holes  there.

16:14

A lot of the scale maximalists share your broader perspective that you need to  unlock the adaptive/test time compute.

16:38

They think that in addition to scaling, you need  things like adaptive compute or some sort of RL to get the System 2 working.

16:45

Their perspective is  that this is a relatively straightforward thing that will be added atop the representations  that a scaled up model has greater access to.

16:58

It's not just a technical detail.

16:58

It's not  a straightforward thing. It is everything.

17:03

It is the important part.

17:03

The scale maximalists  refer to scaling laws, which are the empirical relationship that you can draw between how much  compute you spend on training a model and the performance you're getting on benchmark.

17:21

Of course the key question here is, how do you measure performance?

17:26

What is it  that you're actually improving by adding more compute and more data?

17:31

It's benchmark performance.

17:31

The way you measure performance is not a technical detail.

17:40

It's not an afterthought because it's  going to narrow down the set of questions that you're asking.

17:47

Accordingly, it's going to narrow  down the set of answers that you're looking for.

17:53

If you look at the benchmarks we are using  for LLMs, they are all memorization-based benchmarks.

17:58

Sometimes they are  literally just knowledge-based, like a school test.

18:01

Even if you look at the  ones that are explicitly about reasoning, if you look closely you realize that  in order to solve them, it's enough to memorize a finite set of reasoning patterns. You  just reapply them.

18:13

They're like static programs.

18:22

LLMs are very good at memorizing small static  programs.

18:22

They've got this sort of bank of solution programs.

18:29

When  you give them a new puzzle, they can just fetch the appropriate program  and apply it.

18:33

It looks like reasoning but it's not really doing any sort of on-the-fly program  synthesis.

18:39

All it's doing is program fetching.

18:45

You can actually solve all these benchmarks  with memorization.

18:45

If you look at the models and what you're scaling up here, they are big  parametric curves fitted to a data distribution.

18:59

They're basically these big interpolative  databases, interpolative memories.

18:59

Of course, if you scale up the size of your database  and cram more knowledge and patterns into it, you are going to be increasing its performance  as measured by a memorization benchmark. That's kind of obvious.

19:19

But as you're doing it,  you are not increasing the intelligence of the system one bit.

19:25

You are increasing the skill of  the system.

19:25

You are increasing its usefulness, its scope of applicability, but not its  intelligence because skill is not intelligence.

19:36

That's the fundamental confusion that people run  into.

19:36

They're confusing skill and intelligence.

19:44

There are a lot of fascinating things  to talk about here: skill, intelligence, interpolation.

19:48

Let’s talk about the point that  they’re fitting some manifold that maps the input data.

19:55

A reductionist way to talk about the  human brain is that it's just axons firing at each other.

20:02

But we don't care about the reductionist  explanation.

20:02

We care about what happens at the macroscopic level when these things combine.

20:11

As far as interpolation goes, let's look at one of the benchmarks.

20:17

There's a benchmark that  does grade school math.

20:17

These are problems that a smart high schooler would be able to  solve. It's called GSM8K.

20:24

These models get 95% on it.

20:31

Basically, they always nail it.

20:31

Sure, that's a memorization benchmark.

20:34

Let's talk about what that means.

20:34

Here's one question from that benchmark: "30 students are in a class.

20:38

One-fifth of them  are 12-year-olds, One-third are 13-year-olds, One-tenth are 11-year-olds.

20:43

How many of  them are not 11, 12, or 13 years old?

20:48

I agree this is not rocket science.

20:48

You can  write down on paper how you go through this problem.

20:52

A smart high school kid should be able  to solve it.

20:52

About memorization, it still has to reason through how to think about fractions, the  context of the whole problem, and then combine different calculations to write the final answer.

21:06

It depends on how you want to define reasoning.

21:10

There are two definitions you can use.

21:10

One is,  I have available a set of program templates.

21:17

It’s the structure of the puzzle, which  can also generate its solution.

21:17

I'm going to identify the right template, which is in my  memory, input the new values into the template, run the program, and get the solution.

21:29

You could  say this is reasoning. I say, “yeah sure, okay.

21:29

” Here’s another definition of reasoning.

21:35

When you're faced with a puzzle and you don't already have a program in memory to solve  it, it’s the ability to synthesize on the fly a new program based on bits and pieces  of existing programs that you have.

21:48

You have to do on-the-fly program synthesis.

21:53

That's  actually dramatically harder than just fetching the right memorized program and reapplying it.

21:58

Maybe we are overestimating the extent to which humans are so sample efficient.

22:05

They also  need training in this way.

22:05

They have to drill in these pathways of reasoning  through certain kinds of problems.

22:17

Let's take math, for example.

22:17

It's  not like you can just show a baby the axioms of set theory and now they  know math.

22:21

When they're growing up, you have to teach them years of pre-algebra.

22:25

Then you have a year of teaching them drills and going through the same kind of problem in  algebra, then geometry, pre-calculus, calculus.

22:36

Isn't that like the same kind of thing?

22:36

You can't  just see one example and now you have the program.

22:41

You actually have to drill it.

22:41

These models also  had to drill it with a bunch of pre-training data. Sure.

22:45

In order to do on-the-fly program synthesis,  you actually need building blocks to work from.

22:52

Knowledge and memory are tremendously important  in the process.

22:52

I'm not saying it's memory vs. reasoning.

22:59

In order to do  effective reasoning, you need memory.

23:04

But it sounds compatible with your story.

23:04

Through  seeing a lot of different kinds of examples, these things can learn to reason within  the context of those examples.

23:10

We can also see it within bigger and bigger models.

23:14

That was an example of a high school-level math problem.

23:17

Let's say a model that's  smaller than GPT-3 couldn't do that at all.

23:23

As these models get bigger, they seem to  be able to pick up bigger and bigger patterns.

23:26

It's not really a size issue.

23:26

It's more  like a training data issue in this case.

23:30

Well, bigger models can pick up these kinds of  circuits.

23:30

Smaller models apparently don't do a good job of doing that even if you were to train  them on this kind of data.

23:35

Doesn't that just suggest that as you have bigger and bigger models,  they can pick up bigger and bigger pathways or more general ways of reasoning? Absolutely.

23:44

But then isn't that intelligence? No, it's not.

23:44

If you scale up your database and keep adding more knowledge and program templates  to it, then sure it becomes more and more skillful.

23:55

You can apply it to more and more tasks.

23:55

But general intelligence is not task-specific skill scaled up to many skills, because there  is an infinite space of possible skills.

24:06

General intelligence is the ability to approach  any problem, any skill, and very quickly master it using very little data.

24:12

This is what makes you  able to face anything you might ever encounter.

24:18

This is the definition of generality.

24:18

Generality  is not specificity scaled up.

24:18

It is the ability to apply your mind to anything at all, to arbitrary  things.

24:28

This fundamentally requires the ability to adapt, to learn on the fly efficiently.

24:34

My claim is that by doing pre-training on bigger and bigger models, you are gaining that capacity  to generalize very efficiently.

24:41

Let me give you an example.

24:48

Your own company Google, in their paper  on Gemini 1.

24:48

5, had this very interesting example.

25:00

They would give the model, in context, the grammar  book and the dictionary of a language that has fewer than 200 living speakers.

25:05

It's not in the  pre-training data.

25:05

You just give it the dictionary and it basically is able to speak this language  and translate to it, including the complex and organic ways in which languages are structured.

25:16

If you showed me a dictionary from English to Spanish, I'm not going to be able to pick up how  to structure sentences and how to say things in Spanish.

25:26

Because of the representations that  it has gained through this pre-training, it is able to now learn a new language  extremely efficiently.

25:32

Doesn't that show that this kind of pre-training actually does  increase your ability to learn new tasks?

25:42

If you were right, LLMs would do really well on  ARC puzzles because ARC puzzles are not complex.

25:47

Each one of them requires very little knowledge.

25:47

Each one of them is very low on complexity.

25:52

You don't need to think very hard about it.

25:52

They're actually extremely obvious for human Even children can do them but LLMs cannot.

25:56

Even  LLMs that have 100,000x more knowledge than you do still cannot.

26:04

The only thing that makes ARC  special is that it was designed with this intent to resist memorization. This is the only thing.

26:11

This is the huge blocker for LLM performance.

26:23

If you look at LLMs closely, it's pretty obvious  that they're not really synthesizing new programs on the fly to solve the task that they're faced  with.

26:29

They're very much reapplying things that they've stored in memory.

26:35

For instance, one  thing that's very striking is that LLMs can solve a Caesar cipher, transposing letters to  code a message.

26:40

That’s a very complex algorithm, but it comes up quite a bit on the  internet.

26:52

They've basically memorized it.

26:56

What's really interesting is that they can do it  for a transposition length of like three or five, because those are very common numbers in  examples provided on the internet.

27:02

If you try to do it with an arbitrary number like  nine, it's going to fail.

27:06

It does not encode the generalized form of the algorithm, but only  specific cases.

27:13

It has memorized specific cases of the algorithm.

27:18

If it could actually synthesize  on the fly the solver algorithm, then the value of n would not matter at all, because it  does not increase the problem complexity.

27:30

I think this is true of humans as well.

27:30

Humans use memorization pattern matching all the time, of course, but humans are not limited to  memorization pattern matching.

27:36

They have this very unique ability to adapt to new situations  on the fly.

27:42

This is exactly what enables you to navigate every new day in your life.

27:47

There was some study that chess grandmasters will perform very well within  the context of the moves that— That’s an excellent example because  chess, at the highest level, is all about memorization, chess memorization.

27:59

What is your explanation for the original question of why Gemini 1.

28:04

5 was able,  in context, to learn a language, including the complex grammar structure?

28:13

Doesn't  that show that they can pick up new knowledge?

28:17

I would assume that it has simply  mined from its extremely extensive, unimaginably vast training data.

28:22

It has  mined the required template and then it's just reusing it.

28:27

We know that LLMs have a very  poor ability to synthesize new program templates like this on the fly or even adapt existing  ones.

28:33

They're very much limited to fetching.

28:38

Suppose there's a programmer at Google.

28:38

They  go into the office in the morning.

28:38

At what point are they doing something that 100%  cannot be due to fetching some template?

28:49

Suppose they were an LLM.

28:49

What could they not  do if they had only fetched some template from their program?

28:52

At what point do they have to use  this so-called extreme generalization capability?

28:55

Forget about Google software developers.

28:55

For every human, every day of their lives is full of novel things that they've not been  prepared for.

29:00

You cannot navigate your life based on memorization alone. It's impossible.

29:06

It seems like you also agree they're not doing just “memorization.

29:12

” It seems like you're saying  they're less capable of generalization.

29:12

I'm just curious about the kind of generalization they do.

29:18

If you get into the office and you try to do this kind of generalization, you're going to fail  at your job.

29:24

Let’s say you're a programmer.

29:28

What is the first point when you try to do that  kind of generalization, you would lose your job because you can't do the extreme generalization?

29:32

Take this situation, for instance.

29:32

You've never been here in this room.

29:41

Maybe you've been in  this city a few times.

29:41

There's a fair amount of novelty.

29:48

You've never been interviewing me.

29:48

There's a fair amount of novelty in every hour of every day in your life.

29:54

By and large, it’s  in fact more novelty than any LLM could handle.

30:02

If you just put an LLM in a robot, it could not be  doing all the things that you've been doing today.

30:09

Take self-driving cars, for instance.

30:09

You take  a self-driving car operating in the Bay Area.

30:09

Do you think you could just drop it in New York City  or drop it in London, where people drive on the left? No, it's going to fail.

30:20

Not only can it not  generalize to a change in driving rules, but you cannot even make it generalize to a new city.

30:31

It  needs to be trained on each specific environment.

30:38

I agree that self-driving cars aren't AGI.

30:38

But it's the same type of model.

30:38

They're transformers as well.

30:42

It's the same architecture. I don’t know.

30:42

Apes also have brains with neurons in them, but they're less  intelligent because they're smaller. We can get into that.

30:50

I still don't understand  this concrete thing. We also need training.

30:58

That's why education exists.

30:58

That's why we had to  spend the first 18 years of our life doing drills.

31:03

We have a memory, but we are not a memory.

31:03

We are not limited to just a memory.

31:07

I’m denying the premise that that's the only  thing these models are necessarily doing.

31:16

Suppose you just subbed out a remote work  with an LLM and they're a programmer.

31:16

What is the first point at which you realize  this is not a human, this is an LLM?

31:23

How about I just send them an  ARC puzzle and see how they do?

31:27

No, like part of their job.

31:27

You have to deal with novelty all the time.

31:33

Is there a world in which all the programmers  are replaced and we're still saying, "ah, but they're only doing memorization-laden  programming tasks."

31:38

In that world, are they still producing a trillion dollars  worth of output in the form of code?

31:46

Software development is actually a pretty  good example of a job where you're dealing with novelty all the time.

31:49

If you're  not, I'm not sure what you're doing.

31:54

I personally use generative AI very little  in my software development job.

31:54

Before LLMs, I was also using Stack Overflow very  little.

32:02

Some people maybe are just copy-pasting stuff from Stack Overflow, or  nowadays copy-pasting stuff from an LLM.

32:11

Personally, I try to focus on problem-solving.

32:11

The syntax is just a technical detail.

32:11

What's really important is problem-solving.

32:17

The  essence of programming is engineering mental models and mental representations  of the problem you're trying to solve.

32:31

We have many people who can interact with these  systems themselves.

32:31

You can go to ChatGPT and say, "here's a specification of the kind of  program I want."

32:36

They'll build it for you.

32:39

As long as there are many examples of this program  on GitHub, Stack Overflow, and so on, sure they will fetch the program for you from their memory.

32:44

But you can change arbitrary details.

32:44

You can say, "I need it to work on this  different kind of server."

32:53

If that were true, there would  be no software engineers today.

32:55

I agree we're not at a full AGI yet.

32:55

These models  have fewer than a trillion parameters.

32:55

A human brain has somewhere on the order of 10-30 trillion  synapses.

33:02

If you were just doing some naive math, you're at least 10x underparameterized.

33:08

I  agree we're not there yet, but I'm confused about why we're not on the spectrum.

33:14

Yes, I agree that there are many kinds of generalization they can't do.

33:19

But it seems like  they're on this kind of smooth spectrum that we see even within humans.

33:22

Some humans would have  a hard time doing an ARC-type test.

33:22

We see that based on the performance on Raven's  progressive matrices-type IQ tests.

33:31

I'm not a fan of IQ tests because, for  the most part, you can train on IQ tests and get better at them.

33:36

They're very much  memorization-based.

33:36

This is actually the main pitfall that ARC tries not to fall for.

33:41

Let’s say all remote jobs are automated in the next five years.

33:50

I mean at least the remote jobs  that don't require you to be a sort of a service, like a salesperson, where you want the human  to be talking.

33:55

I mean more like programming.

33:58

In that world, would you say that that's  not possible because a programmer needs to do many things that definitely require things  that would not be in any pre-training corpus? Sure.

34:08

In five years, there will be more software  engineers than there are today, not fewer. I'm still not sure.

34:13

I studied computer science.

34:13

If I had become a code monkey out of college, what would I be doing? I go to my job.

34:20

My  boss tells me to do something?

34:20

When does he realize I'm an LLM, if I were an LLM?

34:26

Probably on the first day.

34:26

Again, if it were true that LLMs could generalize to novel  problems like this — actually develop software to solve a problem they've never seen before —  you would not need software engineers anymore.

34:49

If I look at how people are using LLMs  in their software engineering job today, they're using it as a Stack Overflow replacement.

34:53

They're using it as a way to copy-paste code snippets to perform very common actions.

35:00

What  they actually need is a database of code snippets.

35:06

They don't actually need any of the abilities  that actually make them software engineers.

35:21

Let's step back on interpolation.

35:21

Why  isn't creativity just interpolation in a higher dimension where — if we're  going to use the ML language — a bigger model can learn a more complex manifold?

35:31

If you read a biography of a scientist, they’re not zero-shotting new scientific  theories.

35:39

They're playing with existing ideas.

35:42

They're trying to juxtapose them in their  head.

35:42

In the tree of intellectual descendants, they try out some slightly different  evolutionary path.

35:51

You sort of run the experiment there in terms of  publishing the paper or whatever.

35:57

It seems like a similar kind of thing to what  humans are doing.

35:57

There's a higher level of generalization.

36:00

Bigger and bigger models  seem to be approaching higher and higher levels of generalization.

36:05

GPT-2 couldn't  do grade school-level math problems that required more generalization than it had  the capability to do. GPT-3 and GPT-4 can. Not quite.

36:16

GPT-4 has a higher degree of  skill and a higher range of skills.

36:16

It has the same degree of generalization.

36:22

I don't want to get into semantics here.

36:25

Why can't creativity just be  interpolation on a higher dimension?

36:33

Interpolation can absolutely be creative.

36:33

To your  point, I do think that on some level humans also do a lot of memorization, reciting, pattern  matching, and interpolation as well.

36:39

It's very much a spectrum between pattern matching  and true reasoning.

36:46

Humans are never really at one end of the spectrum.

36:55

They're never really  doing pure pattern matching or pure reasoning.

37:00

They're usually doing some mixture of both.

37:00

This is true even if you're doing something that seems very reasoning-heavy, like proving  a mathematical theorem.

37:04

As you're doing it, you're doing quite a bit of discrete  search in your mind and quite a bit of actual reasoning.

37:13

You're also very much guided  by intuition and pattern matching.

37:13

You’re guided by the shape of proofs that you've seen  before, by your knowledge of mathematics.

37:27

All of our thoughts, everything we do, is a  mixture of interpolated memorization-based thinking, Type 1 thinking, and Type 2 thinking.

37:33

Why are bigger models more sample efficient?

37:43

Because they have more reusable building  blocks that they can lean on to pick up new patterns in their training data.

37:51

Does that pattern keep continuing as you keep getting bigger and bigger?

37:54

It does to the extent that the new patterns you’re giving the model to learn are  a good match for what it has learned before.

38:02

If you present something that’s actually  novel that is not in a steady distribution, like an ARC puzzle for instance, it will fail. Let me make this claim.

38:06

The program synthesis is a very useful intuition pump.

38:11

Why can’t this be  the case for what’s happening in the transformer?

38:16

The early layers are figuring out how to  represent the inputting tokens.

38:16

The middle layers do this kind of program search, program  synthesis, and they combine the inputs to all the circuits in the model.

38:30

They go from the  low-level representation to a higher-level representation near the middle of the model. They use these programs.

38:34

They combine these concepts.

38:39

What comes out the other end is the  reasoning based on that high-level intelligence. Possibly. Why not?

38:45

But if these models were  actually capable of synthesizing novel programs, however simple, they should be able  to do ARC.

38:54

Because for any ARC task, if you write down the solution program in Python,  it’s not a complex program. It’s extremely simple.

39:06

Humans can figure it out. Why can’t LLMs do it? That’s a fair point.

39:06

To turn the question around to you, suppose it’s the case that in a  year a multimodal model can solve ARC.

39:22

Let’s say it gets 80% or whatever the average  human would get.

39:22

Are we then on track for AGI? Quite possibly, yes.

39:27

Honestly, what I would like  to see is an LLM-type model solving ARC at 80%, but after having only been trained  on core knowledge-related stuff.

39:42

But human kids, we’re necessarily just  trained on what we have in our genes… Let me rephrase that.

39:48

I want it to be only trained  on information that is not explicitly trying to anticipate what’s going to be in the ARC test set.

39:56

Isn’t the whole point of ARC that you can’t?

39:56

It’s a new type of intelligence test every single time? Yes, that is the point.

40:01

If ARC were a perfect, flawless benchmark, it would be impossible  to anticipate what’s in the test set.

40:06

ARC was released more than four years ago and so far  it’s been resistant to memorization.

40:12

It has, to some extent, passed the test  of time. But it’s not perfect.

40:23

Let’s say you try to make by hand hundreds of  thousands of ARC tasks.

40:23

You try to multiply them by programmatically generating variations.

40:31

You end up with maybe hundreds of millions of tasks.

40:37

Just by brute forcing the task space,  there will be enough overlap between what you’re trained on and what’s in the test set  that you can actually score very highly.

40:42

With enough scale, you can always cheat.

40:47

If you can do this for every single thing that supposedly requires intelligence,  then what good is intelligence?

40:50

Apparently, you can just brute force intelligence.

40:54

If the world, if your life, were a static distribution then sure, you could just brute  force the space of possible behaviors.

40:58

There are several metaphors for intelligence I like to  use.

41:08

One is that you can think of intelligence as a pathfinding algorithm in future situation space.

41:13

I don't know if you're familiar with RTS game development.

41:20

You have a map, a 2D map, and you  have partial information about it.

41:20

There is some fog of war on your map.

41:29

There are areas that  you haven't explored yet.

41:29

You know nothing about them.

41:34

There are also areas that you've explored  but you only know what they were like in the past.

41:39

You don't know how they are like today.

41:39

Now, instead of thinking about a 2D map, think about the space of possible future situations  that you might encounter and how they're connected to each other.

41:51

Intelligence is a  pathfinding algorithm.

41:51

Once you set a goal, it will tell you how to get there optimally.

41:55

Of  course, it's constrained by the information you have.

42:03

It cannot pathfind in an area that you know  nothing about.

42:03

It also cannot anticipate changes.

42:16

If you had complete information about the  map, then you could solve the pathfinding problem by simply memorizing every possible  path, every mapping from point A to point B.

42:29

You could solve the problem with pure memory.

42:29

The reason you cannot do that in real life is because you don't actually know what's going  to happen in the future. Life is ever changing.

42:39

I feel like you're using words like  “memorization,” which we would never use for human children.

42:41

If your kid learns  to do algebra and then learns to do calculus, you wouldn't say they've memorized calculus.

42:47

If  they can solve any arbitrary algebraic problem, you wouldn't say they've memorized  algebra.

42:52

You’d say they've learned algebra.

42:55

Humans are never really doing pure  memorization or pure reasoning.

42:58

That's only because you're semantically labeling  what the human does as skill.

42:58

But it's a memorization when the exact same skill is done by  the LLM, as you can measure by these benchmarks.

43:05

You can just plug in any sort of math problem.

43:05

Sometimes humans are doing the exact same as the LLM is doing.

43:08

For instance, if you  learn to add numbers you're memorizing an algorithm.

43:13

You're memorizing a program  and then you can reapply it.

43:13

You are not synthesizing on the fly the addition program.

43:18

Obviously at some point, some human had to figure out how to do addition.

43:23

A kid doesn’t  figure it out by starting from the axioms of set theory and going to how to do addition.

43:29

What you learn in school is mostly memorization.

43:34

My claim is that these models are vastly  underparameterized relative to how many flops, how many parameters, you have in the human brain.

43:41

So it makes sense that they're not going to be coming up with new theorems like the smartest  humans can.

43:45

Most humans can't do that either.

43:51

What most humans do sounds like something similar  to what you are calling memorization, which is memorizing skills or memorizing techniques that  you've learned.

43:55

So it sounds like it's compatible.

44:03

Tell me if this is wrong.

44:03

Is it compatible  in your world if all the remote workers are gone but they're doing skills which we can  potentially make synthetic data out of?

44:07

We record every single remote worker's screen.

44:12

We  sort of understand the skills they're performing there.

44:18

Now we've trained a model that can do  all this.

44:18

All the remote workers are unemployed.

44:22

We're generating trillions of dollars of economic  activity from AI remote workers.

44:22

In that world, are we still in the memorization regime?

44:27

Sure, with memorization you can automate almost anything as long as it's a static distribution,  as long as you don't have to deal with change.

44:37

Are most jobs part of such a static distribution?

44:37

Potentially, there are lots of things that you can automate.

44:43

LLMs are an excellent tool for  automation.

44:43

But you have to understand that automation is not the same as intelligence.

44:49

I'm  not saying that LLMs are useless.

44:49

I've been a huge proponent of deep learning for many years.

44:54

For many years, I've been saying two things.

44:58

I've been saying that if you keep scaling up  deep learning, it will keep paying off.

44:58

At the same time I've been saying if you keep scaling  up deep learning, this will not lead to AGI.

45:08

We can automate more and more things.

45:08

Yes, this  is economically valuable.

45:08

Yes, potentially there are many jobs you could automate away like  this.

45:13

That would be economically valuable.

45:18

You're still not going to have intelligence.

45:18

So you can ask, what does it matter if we can generate all this economic value?

45:23

Maybe we don't  need intelligence after all.

45:23

You need intelligence the moment you have to deal with  change, novelty, and uncertainty.

45:32

As long as you're in a space that  can be exactly described in advance, you can just rely on pure memorization.

45:37

In fact,  you can always solve any problem.

45:37

You can always display arbitrary levels of skills on any task  without leveraging any intelligence whatsoever, as long as it is possible to describe the  problem and its solution very, very precisely.

46:01

When they do deal with novelty,  then you just call it interpolation.

46:05

No, interpolation is not enough  to deal with all kinds of novelty.

46:09

If it were, then LLMs would be AGI. I agree they're not AGI.

46:09

I'm just trying to figure out if we’re on the path to AGI.

46:14

The  crux here is that it seems to me that these things are on a spectrum and we're clearly covering  the earliest part of the spectrum with LLMs. I think so. Okay, interesting.

46:27

Here's another thing that I think is evidence for this: grokking.

46:31

Clearly, even within deep learning, there's a difference between the memorization  regime and the generalization regime.

46:36

At first they'll just memorize the data set.

46:42

If  you're doing modular addition it’s how to add digits.

46:46

At some point, if you keep  training on that, they'll learn the skill.

46:52

The fact that there is that distinction suggests  that for the generalized circuit that deep learning can learn, there is a regime where it  generalizes if you have an overparameterized model.

47:00

We don't have that in comparison to all  the tasks we want these models to do right now.

47:04

Grokking is a very, very old phenomenon.

47:04

We've been observing it for decades.

47:04

It's basically an instance of the minimum description  length principle.

47:09

Given a problem, you can just memorize a pointwise input-to-output  mapping, which is completely overfit.

47:24

It does not generalize at all, but it solves  the problem on the trained data.

47:24

From there, you can actually keep pruning it and making  your mapping simpler and more compressed.

47:31

At some point, it will start generalizing.

47:37

That's something called the minimum description length principle.

47:43

It's this idea  that the program that will generalize best is the shortest.

47:48

It doesn't mean that you're doing  anything other than memorization.

47:48

You're doing memorization plus regularization. A. k. a. generalization?

48:00

Yeah, that absolutely leads to generalization.

48:00

So you do that within one skill.

48:00

The pattern you see here of meta-learning is that it's  more efficient to store a program that can perform many skills rather than one skill.

48:10

This  is what we might call fluid intelligence.

48:10

So as you get bigger and bigger in models, you  would expect it to go up this hierarchy of generalization.

48:17

It generalizes to a skill,  then it generalizes across multiple skills. That's correct.

48:22

LLMs are not infinitely  large.

48:22

They have only a fixed number of parameters.

48:28

They have to compress their  knowledge as much as possible.

48:28

In practice, LLMs are mostly storing reusable bits of programs  like vector programs.

48:34

Because they have this need for compression, every time they're learning  a new program they're going to try to express it in terms of existing bits and pieces of  programs that they've already learned before.

48:53

Isn't this generalization? Absolutely.

48:53

Clearly LLMs have some degree of generalization. This is precisely  why.

48:59

It's because they have to compress.

49:04

Why is that intrinsically limited?

49:04

At some  point it has to learn a higher level of generalization and a higher level, and then  the highest level is the fluid intelligence.

49:12

It's intrinsically limited because the substrate  of your model is a big parametric curve.

49:12

All you can do with this is local generalization.

49:18

If  you want to go beyond this towards broader or even extreme generalization, you have to move to  a different type of model.

49:25

My paradigm of choice is discrete program search, program synthesis.

49:32

If you want to understand that, you can sort of compare and contrast it with deep learning.

49:37

In deep learning your model is a differentiable parametric curve.

49:46

In program synthesis, your  model is a discrete graph of operators.

49:46

You've got a set of logical operators, like a  domain-specific language.

49:52

You're picking instances of it.

49:58

You're structuring that into  a graph that's a program.

49:58

That's actually very similar to a program you might write in Python or  C++ and so on.

50:04

We are doing machine learning here.

50:13

We're trying to automatically learn these models.

50:13

In deep learning your learning engine is gradient descent.

50:19

Gradient descent is very compute  efficient because you have this very strong informative feedback signal about where the  solution is.

50:26

You can get to the solution very quickly, but it is very data inefficient.

50:31

In order to make it work, you need a dense sampling of the operating space.

50:37

You need  a dense sampling of the data distribution.

50:41

Then you're limited to only generalizing within  that data distribution.

50:41

The reason why you have this limitation is because your model is a curve.

50:47

Meanwhile, if you look at discrete program search, the learning engine is combinatorial search.

50:53

You're just trying a bunch of programs until you find one that actually meets your spec.

50:59

This  process is extremely data efficient.

50:59

You can learn a generalizable program from just one example,  two examples.

51:04

This is why it works so well on ARC, by the way.

51:10

The big limitation is that it's  extremely compute inefficient because you're running into combinatorial explosion, of course.

51:15

You can sort of see here how deep learning and discrete program search have very complementary  strengths, and limitations as well.

51:22

Every limitation of deep learning has a corresponding  strength in program synthesis and inversely.

51:30

The path forward is going to be to merge the two.

51:37

Here’s another way you can think about it.

51:45

These parametric curves trained with gradient  descent are great fits for everything that's System 1-type thinking: pattern recognition,  intuition, memorization, etc.

51:51

Discrete program search is a great fit for Type 2 thinking:  planning, reasoning.

51:59

It’s quickly figuring out a generalizable model that matches just one or  two examples, like for an ARC puzzle for instance.

52:18

Humans are never doing pure System 1 or pure  System 2.

52:18

They're always mixing and matching both.

52:23

Right now, we have all the tools for  System 1.

52:23

We have almost nothing for System 2.

52:28

The way forward is to create a hybrid system.

52:28

The form it's going to take is mostly System 2.

52:37

The outer structure is going to be a discrete  program search system.

52:37

You're going to fix the fundamental limitation of discrete program  search, which is combinatorial explosion, with deep learning.

52:48

You're going to leverage  deep learning to guide and to provide intuition in program space, to guide the program search.

52:54

That's very similar to what you see when you're playing chess or when you're trying to prove a  theorem, for instance.

53:03

It's mostly a reasoning thing, but you start out with some intuition  about the shape of the solution.

53:10

That's very much something you can get via a deep learning model.

53:16

Deep learning models are very much like intuition machines.

53:22

They're pattern matching machines.

53:22

You start from this shape of the solution, and then you're going to do actual explicit  discrete program search.

53:30

But you're not going to do it via brute force.

53:36

You're not going to  try things randomly.

53:36

You're actually going to ask another deep learning model for suggestions.

53:44

It’ll be like, “here's the most likely next step.

53:49

Here's where in the graph you should be going.

53:49

”  You can also use yet another deep learning model for feedback like “well, here's what I have so  far. Is it looking good?

53:54

Should I just backtrack and try something new?

53:59

” Discrete program search  is going to be the key but you want to make it dramatically better, orders of magnitude  more efficient, by leveraging deep learning.

54:11

By the way, another thing that you can use  deep learning for is of course things like common sense knowledge and knowledge in general.

54:15

You're going to end up with this sort of system where you have this on-the-fly synthesis  engine that can adapt to new situations.

54:29

The way it adapts is that it's going to fetch  from a bank of patterns, modules that could be themselves curves, differentiable modules,  and some others that could be algorithmic in nature.

54:44

It's going to assemble them  via this intuition-guided process.

54:44

For every new situation you might be faced with,  it's going to give you a generalizable model that was synthesized using very, very little  data.

54:56

Something like this would solve ARC.

55:02

That's actually a really interesting prompt.

55:02

There’s an interesting crux here.

55:02

I talk to my friends who are extremely optimistic about LLMs  and expect AGI within the next couple of years.

55:19

In some sense, they also agree that scaling  is not all you need but that the rest of the progress is undergirded and enabled by scaling.

55:24

You still need to add the System 2 and the test time compute on top of these models.

55:32

Their perspective is that it's relatively straightforward to do that because you  have this library of representations that you built up from pre-training.

55:41

It's almost  like it's just skimming through textbooks.

55:48

You need some more deliberate way in which it  engages with the material it learns.

55:48

In-context learning is extremely sample efficient.

55:53

To actually distill that into the weights, you need the model to talk through the things  it sees and then add it back to the weights.

56:02

As far as the System 2 goes, they talk about  adding some kind of RL setup so that it is encouraged to proceed on the reasoning traces  that end up being correct.

56:07

They think this is relatively straightforward stuff that will  be added within the next couple of years.

56:16

That's an empirical question so we’ll see.

56:16

I assume your intuition is not that. I'm curious why.

56:20

My intuition is that this whole System 2 architecture is the hard part.

56:23

It’s the very hard and unobvious part.

56:23

Scaling up the interpolative memory is the easy part.

56:29

It's  literally just a big curve.

56:29

All you need is more data.

56:37

It's an interpolative representation  of a data set. That's the easy part.

56:42

The hard part is the architecture of  intelligence.

56:42

Memory and intelligence are separate components. We have the memory.

56:47

We don't have the intelligence yet.

56:47

I agree with you that having the memory is actually  very useful.

56:51

If you just had the intelligence but it was not hooked up to an extensive memory,  it would not be that useful because it would not have enough material to work from.

57:01

Former guest Trenton Bricken advanced an alternative hypothesis that  intelligence is just hierarchically associated memory.

57:14

When Sherlock Holmes goes into a crime  scene he's extremely sample efficient.

57:14

He can just look at a few clues and figure out who was  the murderer.

57:20

He's able to do that because he has learned higher level associations.

57:24

It's memory in some fundamental sense.

57:32

Here's one way to ask the question.

57:32

In the  brain, supposedly we do program synthesis, but it is just synapses connected to each  other.

57:37

Physically, it's got to be that you just query the right circuit, right? You are, yeah. It's a matter of degree.

57:50

Training in the environment that human ancestors  were trained in means you learn those circuits.

57:55

If you train on the same kinds of outputs  that humans produce — which to replicate, requires these kinds of circuits — wouldn't that  train the same thing that is whatever humans have? It's a matter of degree.

58:03

If you have a system  that has a memory and is only capable of doing local generalization from that, it's not going  to be very adaptable.

58:11

To be really general, you need the memory plus the ability  to search to quite some depth to achieve broader and even extreme generalization.

58:23

One of my favorite psychologists is Jean Piaget, the founder of developmental psychology.

58:33

He had  a very good quote about intelligence.

58:33

He said, "intelligence is what you use when you don't  know what to do."

58:38

As a human living your life, in most situations you already know  what to do because you've been in this situation before.

58:49

You already have the answer.

58:49

You're only going to need to use intelligence when you're faced with novelty, with something  you didn't expect.

58:55

It’s something that you weren't prepared for, either by your own life  experience or your evolutionary history.

58:59

This day that you're living right now is  different in some important ways from every day you've lived before.

59:13

It's also  different from any day ever lived by any of your ancestors.

59:17

You're still capable  of being functional. How is that possible?

59:23

I'm not denying that generalization is  extremely important and the basis for intelligence. That's not the crux.

59:27

The crux is  how much of that is happening in the models.

59:33

Okay, let me ask a separate question about the  differences in intelligence between humans.

59:41

Maybe because of the reasons you mentioned,  the intelligence tests are not measuring it well.

59:44

But clearly there's differences in  intelligence between different humans.

59:47

What is your explanation for what's going  on there?

59:47

That's sort of compatible with my story.

59:51

There's a spectrum of generality and  these models are climbing up to a human level.

59:56

Even some humans haven't even climbed up to  the Einstein level or the François level. That's a great question.

1:00:02

There is extensive  evidence that differences in intelligence are mostly genetic in nature.

1:00:09

That means that if you  take someone who is not very intelligent, there is no amount of training data you can expose that  person to that would make them become Einstein.

1:00:23

This points to the fact that you really need a  better architecture.

1:00:23

You need a better algorithm.

1:00:30

More training data is not in fact all you need.

1:00:30

I think I agree with that.

1:00:30

I might phrase it in this way.

1:00:38

The people who are smarter have, in ML  language, better initializations.

1:00:38

If you look at the neural wiring, it's more efficient.

1:00:44

Maybe they have greater density of firing.

1:00:52

Some part of the story is scaling.

1:00:52

There is some  correlation between brain size and intelligence.

1:00:58

Within the context of “scaling” LLMs, people  talk about architectural improvements. A model like Gemini 1.

1:01:05

5 Flash performs as well as  GPT-4 did when GPT-4 was released a year ago, but is 57 times cheaper on output.

1:01:12

Part  of the scaling story is that we're in like extremely low-hanging fruit territory when  it comes to those architectural improvements.

1:01:23

We're back now with the co-founder of Zapier,  Mike Knoop.

1:01:23

You're funding this prize and you're running this prize with François.

1:01:33

Tell  me about how this came together.

1:01:33

What prompted you guys to launch this prize?

1:01:40

I've been AI curious for 13 years.

1:01:44

I co-founded Zapier and I’ve  been running it for the last 13 years.

1:01:49

I first got introduced to your work during  COVID.

1:01:49

I went down the rabbit hole.

1:01:49

I had a lot of free time.

1:01:54

It was right after you'd  published your paper, "On the Measure of Intelligence”.

1:01:59

You introduced the concept of AGI  and that this efficiency of skill acquisition is the right definition, and the ARC puzzles.

1:02:03

I don't think the first Kaggle contest had been done yet. It was still running.

1:02:08

It was interesting  but I just parked the idea.

1:02:08

I had bigger fish to fry at Zapier.

1:02:16

We were in the middle of this big  turnaround of trying to get to our second product.

1:02:22

It was January 2022 when the chain-of-thought  paper came out.

1:02:22

That really awoke me to the progress.

1:02:27

I even gave a whole presentation  to Zapier on the GPT-3 paper.

1:02:27

I felt like I had priced in everything that LLMs could  do.

1:02:32

That paper was really shocking to me in terms of all these latent capabilities that  LLMs have that I didn't expect they had.

1:02:42

I actually gave up my exec team role.

1:02:42

I was  running half the company at that point.

1:02:42

I went back to being an individual contributor and just  doing AI research alongside Bryan, my co-founder.

1:02:54

Ultimately, that led me back towards ARC.

1:02:54

I was  looking into it again.

1:02:54

I had expected to see this saturation effect that MMLU and GMS8K have.

1:03:01

When I looked at the scores and the progress over the last four years, I was really shocked to  see that we'd made very little objective progress towards it.

1:03:13

It felt like a really important eval.

1:03:13

As I spent the last year quizzing people about it in my network and community, very few people  even knew it existed.

1:03:21

If it's right that this is a really globally, singularly unique AGI eval  — and it's different from every other eval that exists that more narrowly measures AI skill —  then more people should know about this thing.

1:03:42

I had my own ideas on how to beat ARC as well.

1:03:42

I  was working nights and weekends on that.

1:03:42

I flew up to meet François earlier this year to quiz him and  show him my ideas.

1:03:46

Ultimately I asked him why more people didn’t know about ARC?

1:03:54

You should actually  answer that.

1:03:54

It's a really interesting question.

1:03:59

Why don't you think more people know about ARC?

1:03:59

Benchmarks that gain traction in the research community are benchmarks that are already  fairly tractable.

1:04:05

The dynamic is that some research group is going to make some  initial breakthrough and then this is going to catch the attention of everyone else.

1:04:14

You're going to get follow-up papers with people trying to beat the first team and so on.

1:04:18

This has not really happened for ARC because ARC is actually very hard for existing AI techniques.

1:04:25

ARC requires you to try new ideas.

1:04:25

That's very much the point.

1:04:31

The point is not that you should  just be able to apply existing technology and solve ARC.

1:04:37

The point is that existing technology  has reached a plateau.

1:04:37

If you want to go beyond that and start being able to tackle problems  that you haven't memorized or seen before, you need to try new ideas.

1:04:50

ARC is not just meant to be this sort of measure of how close we are to AGI.

1:04:56

It's also meant to be a source of inspiration.

1:04:56

I want researchers to look at these puzzles and be  like, "hey, it's really strange that these puzzles are so simple and most humans can just do them  very quickly.

1:05:10

Why is it so hard for existing AI systems?

1:05:17

Why is it so hard for LLMs and so on?"

1:05:17

This is true for LLMs, but ARC was actually released before LLMs were really a thing.

1:05:22

The only  thing that made it special at the time was that it was designed to be resistant to memorization.

1:05:29

The fact that it has survived LLMs so well, and GenAI in general, shows that it  is actually resistant to memorization.

1:05:40

This is what nerd-sniped me.

1:05:40

I went and took a  bunch of the puzzles myself.

1:05:40

I've shown it to all my friends and family too.

1:05:44

They're all like,  "oh yeah, this is super easy.

1:05:44

Are you sure AI can't solve this?"

1:05:50

That's the reaction and the  same one for me as well.

1:05:50

The more you dig in, you realize there's not just empirical evidence  over the last four years that it's unbeaten, but there are theoretical concepts  behind why.

1:05:58

I completely agree at this point that new ideas are needed to beat ARC.

1:06:04

There’s a lot of current trends in the world that are actually working against that happening.

1:06:07

We’re actually less likely to generate new ideas right now.

1:06:14

One of the trends is the closing up  of frontier research, right?

1:06:14

The GPT-4 paper from OpenAI had no technical detail shared.

1:06:20

The  Gemini paper had no technical detail shared, like the longer context part of that work.

1:06:24

Yet that open innovation and progress and sharing is what got us to transformers in the  first place.

1:06:29

That's what got us to LLMs in the first place.

1:06:33

So it's actually a little bit  disappointing that so much frontier work has gone closed.

1:06:39

It's really making a bet that these  individual labs are going to be the ones to have the breakthrough and not the ecosystem.

1:06:43

The  internet and open source has shown that it's the most powerful innovation ecosystem that's  ever existed, probably in the entire world.

1:06:52

It's actually really sad that frontier research  is no longer being published.

1:06:52

If you look back four years ago, everything was just openly  shared.

1:06:58

All of the state-of-the-art results were published.

1:07:04

This is no longer the case.

1:07:04

OpenAI single-handedly changed the game.

1:07:04

OpenAI basically set back progress towards AGI by quite  a few years, probably like 5-10 years. That’s for two reasons.

1:07:20

One is that they caused this complete  closing down of frontier research publishing.

1:07:28

But they also triggered this initial burst  of hype around LLMs.

1:07:28

Now LLMs have sucked the oxygen out of the room.

1:07:37

Everyone is just  doing LLMs.

1:07:37

I see LLMs as more of an off-ramp on the path to AGI actually.

1:07:47

All these new  resources are actually going to LLMs instead of everything else they could be going to.

1:07:54

If you look further into the past to like 2015 or 2016, there were like a thousand times  fewer people doing AI back then.

1:08:00

Yet the rate of progress was higher because people were exploring  more directions.

1:08:09

The world felt more open-ended.

1:08:16

You could just go and try.

1:08:16

You could have a cool  idea of a launch, try it, and get some interesting results. There was this energy.

1:08:21

Now everyone is  very much doing some variation of the same thing.

1:08:29

The big labs also tried their hand on ARC, but  because they got bad results they didn't publish anything.

1:08:35

People only publish positive results.

1:08:35

I wonder how much effort people have put into trying to prompt or scaffold, do some  Devin-type approach, into getting the frontier models to produce good solutions on ARC.

1:08:51

I mean  the frontier models of today, not just a year ago.

1:08:53

A lot of post-training has gone into making  them better.

1:08:53

There’s Claude 3 Opus or GPT-4o.

1:09:04

I hope that one of the things this episode does  is get people to try out this open competition.

1:09:09

They have to put in an open source model to  compete, but we could also figure out if maybe the capability is latent in Claude and just see if you  can show that.

1:09:15

That would be super interesting.

1:09:22

Let's talk about the prize.

1:09:22

How much do  you win if you solve it?

1:09:22

Let’s say you get whatever percent on ARC.

1:09:26

How much do you get if  you get the best submission but don't crack it?

1:09:30

We have a little over a million dollars in the  prize pool.

1:09:30

We’re running the contest on an annual basis.

1:09:35

We're starting today through the middle of  November. The goal is to get 85%.

1:09:35

That's the lower bound of the human average that you guys talked  about earlier.

1:09:42

There's a $500,000 prize for the first team that can get to the 85% benchmark.

1:09:47

We don't expect that to happen this year.

1:09:47

One of the early statisticians at Zapier gave me this  line that has always stuck with me: "the longer it takes, the longer it takes."

1:10:00

My prior is that ARC  is going to take years to solve.

1:10:00

We're also going to break down and do a progress prize this year.

1:10:06

There's a $100,000 progress prize which we will pay out to the top scores.

1:10:11

$50,000 is going to  go to the top objective scores this year on the Kaggle leaderboard.

1:10:18

We're hosting it on Kaggle.

1:10:18

We're then going to have a $50,000 pot set for the best paper that explains conceptually  the scores that they were able to achieve.

1:10:30

One of the interesting things is we're also going  to be requiring that in order to win the prize money, you put the solution or your paper out  into the public domain.

1:10:35

Typically with contests, you see a lot of closed-up sharing.

1:10:43

People are  private and secret.

1:10:43

They want to hold their alpha to themselves during the contest period.

1:10:46

Because we expect it's going to be multiple years, we want an interactive game here.

1:10:52

The plan is  that at the end of November we will award the $100,000 prize money to the top progress prize.

1:10:57

We’ll use the down time between December through February to share out all the knowledge from  the top scores and the approaches folks were taking.

1:11:07

That way we’ll re-baseline the community  up to whatever the state of the art is and then run the contest again next year.

1:11:11

We’ll keep  doing that on a yearly basis until we get 85%.

1:11:16

I'll give people some context on why I think  this prize is very interesting.

1:11:16

I was having conversations with my friends who are very much  believers in models as they exist today.

1:11:21

First of all, it was intriguing to me that they didn't know  about ARC.

1:11:27

These are experienced ML researchers.

1:11:34

This happened a couple nights ago.

1:11:34

We went to  dinner and I showed them an example problem.

1:11:38

They said, "of course, an LLM would be  able to solve something like this."

1:11:38

We took a screenshot of it.

1:11:41

We just put it into  our ChatGPT app.

1:11:41

It didn’t get the pattern.

1:11:46

So it's very interesting. It is a notable  fact.

1:11:46

I was playing devil's advocate against you on these kinds of questions but this is a  very intriguing fact.

1:11:51

This prize is extremely interesting because we're going to learn  something fascinating one way or another.

1:12:02

With regards to the 85%, separate from this  prize, I'd be very curious if somebody could replicate that result.

1:12:06

Obviously in psychology and  other kinds of fields, which this result seems to be analogous to, when you run tests on some small  sample of people they're often hard to replicate.

1:12:20

I'd be very curious to know, if you try to  replicate this, how does the average human perform on ARC?

1:12:23

I’m also curious about the  difficulty of how long it will take to crack this benchmark.

1:12:27

It's very interesting thinking of  the other benchmarks that are now fully saturated, like MMLU and MATH.

1:12:32

Dan Hendrycks and Collin  Burns who did MMLU and MATH, they were grad students or college students when they made it.

1:12:40

The goal when they made it just a couple of years ago was that it would be a test of AGI.

1:12:45

Of course  they got totally saturated.

1:12:45

I know you'll argue that these are tests of memorization.

1:12:50

But  there’s been a pattern we’ve seen.

1:12:50

In fact, Epoch AI has a very interesting graph where you  see this almost exponential curve.

1:12:54

It gets 5%, 10%, 30%, 40% as you increase the compute  across models, and then it just shoots up.

1:13:10

In the GPT-4 technical report, they had this  interesting graph of the HumanEval problem set, which was 22 coding problems.

1:13:16

They had to graph it  on the mean log pass curve.

1:13:16

Early on in training, or even with smaller models, they can have  the right idea of how to solve this problem.

1:13:29

It takes a lot of reliability to make sure they  stay on track to solve the whole problem.

1:13:29

You really want to upweight the signal where they  get it right at least some of the time, maybe 1/100 or 1/1000.

1:13:38

They go from 1/1000 to 1/100  and 1/10 and then they just totally saturate it.

1:13:44

Here’s the question this is all leading up to.

1:13:44

Why  won't the same thing happen with ARC?

1:13:44

People had to try really hard with bigger models.

1:13:51

Now they  figured out these techniques like the ones Jack Cole has figured out that can get 35% with  only a 240 million parameter language model.

1:14:02

Shouldn't we see the same pattern we saw  across all these other benchmarks?

1:14:02

You just eke out and then once you get the general  idea, you just go all the way to a hundred?

1:14:09

That's an empirical question.

1:14:09

We'll see in  practice what happens.

1:14:09

What Jack Cole is doing is actually very unique.

1:14:15

It's not just pre-training  an LLM and then prompting it.

1:14:15

He's actually trying to do active inference.

1:14:20

He's doing test-time, right?

1:14:22

He's doing test-time fine-tuning.

1:14:22

Exactly, he’s doing test-time fine-tuning.

1:14:22

This is actually trying to lift one of the key limitations  of LLMs.

1:14:26

At inference time, they cannot learn anything new.

1:14:32

They cannot adapt on the fly to what  they're seeing.

1:14:32

He's actually trying to learn.

1:14:39

What he's doing is effectively a form of program  synthesis.

1:14:39

LLMs contain a lot of useful building blocks, programming building blocks.

1:14:46

By  fine-tuning it on the task at test time, you are trying to assemble these building blocks  into the right pattern that matches the task.

1:14:51

This is exactly what program synthesis is about.

1:14:57

I would contrast this approach with discrete program search.

1:15:04

In discrete program search,  you're trying to assemble a program from a set of primitives.

1:15:11

You have very few primitives.

1:15:11

For instance, people working on discrete program search on ARC tend to work with DSLs  that have 100 to 200 primitive programs.

1:15:21

It’s a very small DSL but they're trying to  combine these primitives into very complex programs.

1:15:28

There's a very deep depth of search.

1:15:28

On the other hand, is what Jack Cole is doing with LLMs.

1:15:36

He's got this vector program database  DSL of millions of building blocks in the LLM.

1:15:47

They’re mined by pre-training the LLM, not just  on a ton of programming problems, but also on millions of generated ARC-like tasks.

1:15:53

You have an  extraordinarily large DSL and the fine-tuning is very shallow recombination of these primitives.

1:16:01

Discrete program search is very deep recombination with a very small set of primitive  programs.

1:16:07

The LLM approach is the same but on the complete opposite end of that spectrum.

1:16:15

You  scale up the memorization by a massive factor and you're doing very shallow search.

1:16:20

They are the  same thing, just different ends of the spectrum.

1:16:27

I think where you're going to get the most  value for your compute cycles is somewhere in between.

1:16:34

You want to leverage memorization to  build up a richer, more useful bank of primitive programs.

1:16:43

You don't want them to be hard-coded  like what we saw for the typical RTS.

1:16:43

You want them to be learned from examples.

1:16:48

You also want  to do some degree of deep search.

1:16:48

As long as you're only doing very shallow search, you are  limited to local generalization.

1:16:56

If you want to generalize further and more broadly,  depth of search is going to be critical.

1:17:07

I might argue that the reason that he had  to rely so heavily on the synthetic data was because he used a 240 million parameter  model.

1:17:12

The Kaggle competition at the time required him to use a P100 GPU which has like  a tenth or something of the flops of an H100.

1:17:38

For context for the listeners, the frontier models  today are literally a thousand times bigger than that.

1:17:42

For your competition, submissions  can't make any API calls, can't go online, and have to run on NVIDIA Tesla P100.

1:17:54

It's significantly less powerful.

1:18:02

There's basically a 12 hour runtime limit.

1:18:02

There's  a forcing function of efficiency in the eval.

1:18:06

But here's the thing, you only have 100 test  tasks.

1:18:06

The amount of computing available for each task is actually quite a bit, especially if you  contrast that with the simplicity of each task.

1:18:16

Basically, it would be 7 minutes per task.

1:18:16

People  who have tried to do these estimates of how many flops does a human brain have.

1:18:23

You can take them  with a grain of salt but as a sort of anchor, it's basically the amount of flops an H100 has.

1:18:28

Maybe you would argue that a human brain can solve this question in faster than 7. 2 minutes.

1:18:34

Even with a tenth of the compute, you should be able to do it in seven minutes.

1:18:38

Obviously we have  less than petabytes of fast access memory in the brain and these 29 GB or whatever in the H100.

1:18:45

The broader point is that I wish there were a way to also test this prize with some sort of  scaffolding on the biggest models, as a way to test whether scaling is the path to solving ARC. Absolutely.

1:19:01

In the context of the competition, we want to see how much progress we can do with  limited resources.

1:19:09

But you're entirely right that it's a super interesting open question, what could  the biggest model out there actually do on ARC?

1:19:20

We actually also want to make available a private,  one-off track where you can submit to us a VM.

1:19:20

You can put on it any model you want.

1:19:29

You can take  one of the largest open source models out there, fine-tune it, do whatever you want, and just  give us an image.

1:19:35

Then we run it on the H100 for 24 hours or something. You see what you get.

1:19:41

It's worth pointing out that there's two different test sets.

1:19:47

There is a public test set that's in  the public GitHub repository that anyone can use to train.

1:19:52

You can put in an open API call,  whatever you'd like to do.

1:19:52

Then there's the private test set, which is the hundred that  is actually measuring the state of the art.

1:20:01

It is pretty open-ended and interesting to have  folks at least attempt to use the public test set and go try it.

1:20:04

Now there is an asterisk  on any score that's reported on against the public test set because it is public.

1:20:09

It could  have leaked into the training data somewhere.

1:20:13

This is actually what people are already doing.

1:20:13

You can already try to prompt one of the best models, like the latest Gemini or the latest  GPT-4, with tasks from the public evaluation set.

1:20:25

Again, the problem is that these tasks  are available as JSON files on GitHub.

1:20:30

These models are also trained on GitHub.

1:20:30

So they're actually trained on these tasks.

1:20:37

That kind of creates uncertainty.

1:20:37

If they  can actually solve some of the tasks, is that because they memorized the answer or not?

1:20:40

Maybe you would be better off trying to create your own private, ARC-like very novel test set.

1:20:47

Don't make the tasks difficult. Don't make them complex.

1:20:55

Make them very obvious for humans,  but make sure to make them original as much as possible.

1:21:00

Make them unique, different, and  see how well your GPT-4 or GPT-5 does on them.

1:21:07

There have been tests on whether these models  are being overtrained on these benchmarks.

1:21:10

Scale recently did this with GSM8K.

1:21:10

They basically replicated the benchmark, but with different questions.

1:21:17

Some of the models  actually were extremely overfit on the benchmark, like Mistral and so forth.

1:21:21

Frontier models like  Claude and GPT actually did as well on their novel benchmark as they did on the specific questions  that were in the existing public benchmark.

1:21:35

I would be relatively optimistic about them  just training on the JSON.

1:21:35

I was joking with Mike that you should allow API access but  keep an even more private validation set of these ARC questions.

1:21:49

So you allow API access  and people can play with GPT-4 scaffolding to enter into this contest.

1:21:54

Maybe later on  you run the validation set on the API.

1:21:54

If it performs worse than the test set that  you originally allowed the API to access, that means that OpenAI is training on your API  calls.

1:22:04

You go public with this and show them like, "oh my god, they've leaked your data."

1:22:10

We do want to evolve the ARC dataset.

1:22:16

That is a goal that we want to do.

1:22:16

François mentioned that it's not perfect.

1:22:19

Yeah, ARC is not a perfect benchmark.

1:22:19

I made  it over four years ago, almost five now.

1:22:19

This was in a time before LLMs.

1:22:26

We’ve actually  learned a lot since about what potential flaws there might be.

1:22:33

There is some redundancy  in the set of tasks, which is of course against the goals of the benchmark.

1:22:38

Every task is  supposed to be unique in practice. That's not quite true.

1:22:42

Every task is also supposed  to be very novel, but in practice, they might not be.

1:22:49

They might be structurally similar to  something that you might find online somewhere.

1:22:54

So we want to keep iterating and release an ARC  2.

1:22:54

0 version later this year.

1:22:54

When we do that, we're going to want to make the old private  test set available.

1:23:01

Maybe we won't be releasing it publicly, but what we could do is just  create a test server where you can query, get a task, and submit a solution.

1:23:14

Of course you  can use whatever frontier model you want there.

1:23:20

Because you actually have to query this API,  you're making sure that no one is going to accidentally train on this data.

1:23:25

It's  unlike the current public ARC data, which is literally on GitHub.

1:23:29

There's actually no  question about whether the models are trained on it.

1:23:33

They are because they train on GitHub.

1:23:33

By gating access to requiring this API, we would avoid this issue.

1:23:40

For people who want  to try whatever technique they have in mind, using whatever resources they want, that  would be a way for them to get an answer.

1:23:52

I wonder what might happen. I'm not sure.

1:23:52

One answer is that they come up with a whole new algorithm for AI with some explicit  program synthesis.

1:23:57

Now we're on a new track.

1:24:03

Another is that they did something hacky with the  existing models in a way that actually is valid, which reveals that maybe intelligence is  more of getting things to the right part of the distribution. Then it can reason.

1:24:14

In that world, that will be interesting.

1:24:19

Maybe that'll indicate that you had to do  something hacky with current models.

1:24:19

As they get better you won't have to do something  hacky.

1:24:23

I'm also going to be very curious to see if these multimodal models will natively  perform much better at ARC-like tests.

1:24:33

If ARC survives three months from here, we'll up  the prize.

1:24:33

We're about to make a really important moment of contact with reality by blowing up  the prize, putting a much bigger prize pool against it.

1:24:42

We're going to learn really quickly  if there's a lot of low-hanging fruit ideas.

1:24:46

Again, I think new ideas are needed.

1:24:46

Anyone  listening might have the idea in their head.

1:24:51

I'd encourage everyone to give it a try.

1:24:51

As time goes on, that adds strength to the argument that we've stalled out in progress  and that new ideas are necessary to beat ARC.

1:25:01

Yeah, that's the point of having a money  prize.

1:25:01

You attract more people and you get them to try to solve it.

1:25:06

If there's an easy  way to hack the benchmark, that reveals that the benchmark is flawed.

1:25:10

You’re going to know  about it.

1:25:10

In fact, that was the point of the original Kaggle competition for ARC back in  2020.

1:25:13

I was running this competition because I had released this dataset and I wanted to  know if it was hackable, if you could cheat.

1:25:26

There was a small money prize at the time. It  was like $20K.

1:25:26

This was right around the same time as GPT-3 was released.

1:25:31

People of course  tried GPT-3 on the public data. It scored zero.

1:25:37

What the first contest taught us is that  there is no obvious shortcut. Now there's more money.

1:25:50

There's going to be more people looking  into it. We're going to find out.

1:25:50

We're going to see if the benchmark is going to survive.

1:25:56

Let’s say we end up with a solution that is not like trying to brute force the space of  possible ARC tasks.

1:26:03

It’s just trained on core knowledge.

1:26:08

I don't think it's necessarily going  to be in and of itself AGI, but it's probably going to be a huge milestone on the way to AGI.

1:26:14

What it represents is the ability to synthesize a problem-solving program from just two or three  examples.

1:26:26

That alone is a new way to program.

1:26:35

It's an entirely new paradigm for software  development.

1:26:35

You can start programming potentially quite complex programs that  will generalize very well.

1:26:39

Instead of programming them by coming up with the shape of  the program in your mind and then typing it up, you're actually just showing the computer what  output you want.

1:26:51

You let the computer figure it out.

1:26:57

That's what is extremely powerful.

1:26:57

I want to riff a little bit on what kinds of solutions might be possible here,  and which you would consider defeating the purpose of ARC vs. which are valid. Here's one I'll mention.

1:27:06

My friends Ryan and Buck stayed up last night because  I told them about this.

1:27:14

They were like, "oh, of course LLMs can solve this." Good.

1:27:18

Thank you for spreading the word.

1:27:22

They were trying to prompt Claude Opus on this and  they say they got 25% on the public ARC test.

1:27:22

What they did was have other examples of some of the  ARC tests and in context explain the reasoning of why you went from one output to another  output and now you have the current problem.

1:27:41

I think there was also expressing the JSON in  a way that is more amenable to the tokenizer.

1:27:49

Another thing was using the code interpreter.

1:27:49

Do you think the code interpreter, which keeps getting better as these models get smarter, is  just the program synthesis right there?

1:27:56

What they were able to do was get the actual  output of the cells, that JSON output, through the code interpreter, like “write the  Python program that gets the right output here.

1:28:07

” Do you think that the program synthesis  kind of research you're talking about will just look like using the code  interpreter in large language models?

1:28:17

I think whatever solution we see that  will score well is probably going to need to leverage some aspects from deep  learning models and LLMs in particular.

1:28:27

We've shown already that LLMs can do quite  well.

1:28:27

That's basically the Jack Cole approach.

1:28:32

We've also shown that pure discrete program search  from a small DSL does very well.

1:28:32

Before Jack Cole, this was the state of the art.

1:28:38

In  fact, it's still extremely close to the state of the art and there's no deep  learning involved at all in these models.

1:28:44

We have two approaches that have basically no  overlap, that are doing quite well.

1:28:44

They're very much at two opposite ends of one  spectrum.

1:28:49

On one end, you have these extremely large banks of millions of vector  programs, but very shallow recombination, simplistic recombination.

1:29:01

On the other end, you  have very simplistic DSLs, 100-200 primitives, but very deep, very sophisticated program search.

1:29:08

The solution is going to be somewhere in between.

1:29:16

The people who are going to be winning the ARC  competition and making the most progress towards near-term AGI are going to be those that manage to  merge the deep learning paradigm and the discrete program search paradigm into one elegant way.

1:29:27

You asked what would be legitimate and what would be cheating.

1:29:35

If you want to add a code  interpreter to the system, I think that's great. That's legitimate.

1:29:41

The part that would be cheating  is trying to anticipate what might be in the test, like brute force the space of possible tasks and  train a memorization system on that.

1:29:49

You rely on the fact that you're generating so many  tasks, millions and millions.

1:29:56

Inevitably there's going to be some overlap between what  you're generating and what's in the test set.

1:30:05

That's defeating the purpose of the benchmark  because then you can just solve it with that and you need to adapt just by fetching a memorized  solution.

1:30:09

Hopefully ARC will resist that, but no benchmark is perfect.

1:30:16

Maybe there's a way to  hack it.

1:30:16

We're going to get an answer very soon.

1:30:22

Although some amount of fine tuning is valid  because they have to use open source language models to compete here and they’re  natively language.

1:30:28

They’d need to be able to think in the ARC-type way. Yes.

1:30:35

You want to input core knowledge, ARC-like core knowledge, into the model but  surely you don't need tens of millions of tasks to do this.

1:30:47

Core knowledge is extremely basic.

1:30:47

If you look at some of these ARC-type questions, I actually do think they rely a little bit  on things I have seen throughout my life.

1:30:54

For example, something bounces off a wall and comes  back and you see that pattern.

1:31:02

I've played arcade games and I've seen Pong or something.

1:31:07

For example, you see the Flynn effect and people's intelligence, as measured on  Raven's progressive matrices, increasing on these kinds of questions.

1:31:16

It's probably a  similar story where since childhood now, we actually see these sorts of patterns in  TV and whatever, these spatial patterns.

1:31:24

So I don't think this is core knowledge.

1:31:24

This  is actually also part of the “fine-tuning” that humans have as they grow up, seeing  different kinds of spatial patterns and trying to pattern match to them.

1:31:33

I would definitely file that under core knowledge.

1:31:37

Core knowledge includes  basic physics, for instance bouncing or trajectories. That would be included.

1:31:41

But yeah, you're entirely right.

1:31:41

The reason why, as a human, you're able to quickly figure out  the solution is because you have this set of building blocks, this set of patterns,  in your mind that you can recombine.

1:31:54

Is core knowledge required to attain  intelligence?

1:31:54

For any algorithm you have, does the core knowledge have to be, in  some sense, hardcoded?

1:31:58

Or can even the core knowledge be learned through intelligence?

1:32:01

Core knowledge can be learned.

1:32:01

In the case of humans, some amount of core knowledge is something  that you're born with.

1:32:06

We're actually born with a small amount of knowledge about the world  we're going to live in. We're not blank slates.

1:32:17

But most core knowledge is acquired through  experience.

1:32:17

The thing with core knowledge is that it's not going to be acquired in school for  instance.

1:32:22

It's actually acquired very early in the first 3-4 years of your life.

1:32:27

By  age four, you have all the core knowledge you're going to need as an adult. Interesting.

1:32:32

On the prize itself, I'm super excited to see the open source versions,  maybe with a Llama (70B) or something, and what people can score in the competition itself.

1:32:44

I’m also excited to test specifically the scaling hypothesis and I'm very curious if  you can prompt on the public version of ARC.

1:32:56

You won't be able to submit that to this  competition itself but I'd be very curious to see if people can crack that and get ARC working  there.

1:32:59

Would that update your views on AGI?

1:33:04

It's really going to be motivating.

1:33:04

We're going  to keep running the contest until somebody puts a reproducible open source version in the public  domain.

1:33:07

Even if somebody privately beats the ARC eval, we're going to still keep the prize  money until someone can reproduce it and put the public reproducible version out there. Exactly.

1:33:16

The goal is to accelerate progress towards AGI.

1:33:20

A key part of that is that any  meaningful bits of progress need to be shared, need to be public, so everyone can know about it  and try to iterate on it.

1:33:27

If there's no sharing, there's no progress.

1:33:32

What I'm especially curious about is disaggregating the  bets.

1:33:34

Can we make an open version of this or is this just possible with  scaling?

1:33:39

We can test both of them based on the public and the private version.

1:33:45

We're making contact with reality as well with this.

1:33:50

We're gonna learn a lot about what the  actual limits of the compute are.

1:33:50

If someone showed up and said, “hey, here's a closed source  model and I'm getting +50% with it,” that would probably update us.

1:33:57

We’d think, “okay, perhaps we  should increase the amount of compute that we give on the private test set in order to balance.

1:34:00

” Some of the decisions initially are somewhat arbitrary in order to learn about what  people want.

1:34:04

What does progress look like?

1:34:09

Both of us are committed to evolving  it over time in order to be the best or the closest to perfect as we can get it 
 Awesome.

1:34:12

Where can people go to learn more about the prize and maybe try their hand at it? Arcprize. org. It’s live now. It goes live today.

1:34:21

One million  dollars is on the line, people.

1:34:23

Thank you guys for coming on the podcast.

1:34:23

It's super fun to go through all the cruxes on intelligence and get a different perspective and  also to announce a prize here. This is awesome.

1:34:31

Thank you for helping break the news. Thank you for having us.