Alexander Doria
46.1K posts

Alexander Doria
@Dorialexander
building open ai infrastructure @pleiasfr









In all of human history, has there ever been a commodity with infinite demand, as there appears to be for intelligence? I can't think of one. Even compute, energy or just silicon/sand are just downstream of intelligence, which is the main demand driver. In economics, rather than modeling the usual price/demand curve to reach an equilibrium, perhaps you'd have to model price/*rate of demand growth* (ie, the derivative of demand, or some other indicator of velocity) Interestingly, ChatGPT (below) prefers the framework of "recursive expansion of demand" as increasing intelligence opens new applications/markets. But the end result is the same -- the demand curve keeps moving to the right, maybe forever. Which I think is unprecedented.



this is pretty amazing news Google DeepMind's AI agent autonomously solved 9 of 353 open Erdos problems. Cost - only few hundred dollars per problem. This is a major signal that AI is moving from helpful math assistant to actual autonomous research engine. LLM agents connected to Lean are now solving real open mathematical problems, not just textbook exercises. The strongest system resolved 9 open Erdős problems and proved 44 OEIS conjectures, with some breakthroughs costing only a few hundred dollars each. Mathematics is one of the hardest domains because you cannot bluff your way through it. A proof either checks or it does not. And now AI systems are starting to generate proofs that survive formal verification. 1000x acceleration of progress is coming.



academics are unprepared for the coming world where much scientific progress is majorly a function of inference compute. whether OpenAI points the Eye of Stargate at your particular field will decide its acceleration. talent will leach away into the labs. it's already begun



so does anyone remember the British Government wanted to spend a billion pounds on training BritGPT and then absolutely nothing came of it after 1.5 years, or am I going crazy here








