Scott Alexander and Daniel Kokotajlo break down every month from now until the 2027 intelligence explosion. Scott is author of the highly influential blogs Slate Star Codex and Astral Codex Ten. Daniel resigned from OpenAI in 2024, rejecting a non-disparagement clause and risking millions in equity to speak out about AI safety. We discuss misaligned hive minds, Xi and Trump waking up, and automated Ilyas researching AI progress.

I came in skeptical, but I learned a tremendous amount by bouncing my objections off of them. I highly recommend checking out their new scenario planning document: https://ai-2027.com/. And Daniel's "What 2026 looks like," written in 2021: https://www.lesswrong.com/posts/6Xgy6CAf2jqHhynHL/what-2026-looks-like

𝐄𝐏𝐈𝐒𝐎𝐃𝐄 𝐋𝐈𝐍𝐊𝐒
* Transcript: https://www.dwarkesh.com/p/scott-daniel
* Apple Podcasts: https://podcasts.apple.com/us/podcast/dwarkesh-podcast/id1516093381
* Spotify: https://open.spotify.com/show/4JH4tybY1zX6e5hjCwU6gF?si=6efdf727ae6c48ae

𝐒𝐏𝐎𝐍𝐒𝐎𝐑𝐒
* WorkOS helps today’s top AI companies get enterprise-ready. OpenAI, Cursor, Perplexity, Anthropic and hundreds more use WorkOS to quickly integrate features required by enterprise buyers. To learn more about how you can make the leap to enterprise, visit https://workos.com

* Jane Street likes to know what's going on inside the neural nets they use. They just released a black-box challenge for Dwarkesh listeners, and I had a blast trying it out. See if you have the skills to crack it at https://janestreet.com/dwarkesh

* Scale’s Data Foundry gives major AI labs access to high-quality data to fuel post-training, including advanced reasoning capabilities. If you’re an AI researcher or engineer, learn about how Scale’s Data Foundry and research lab, SEAL, can help you go beyond the current frontier at https://scale.com/dwarkesh

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𝐓𝐈𝐌𝐄𝐒𝐓𝐀𝐌𝐏𝐒
00:00:00 - AI 2027
00:07:45 - Forecasting 2025 and 2026
00:15:30 - Why LLMs aren't making discoveries
00:25:22 - Debating intelligence explosion
00:50:34 - Can superintelligence actually transform science?
01:17:43 - Cultural evolution vs superintelligence
01:24:54 - Mid-2027 branch point
01:33:19 - Race with China
01:45:36 - Nationalization vs private anarchy
02:04:11 - Misalignment
02:15:41 - UBI, AI advisors, & human future
02:23:49 - Factory farming for digital minds
02:27:41 - Daniel leaving OpenAI
02:36:04 - Scott's blogging advice