In January 2021, I wrote about our path to General-Purpose Robots.
It described a path that relied on large models and, importantly, a physics simulation engine. A few days ago, a group of researchers from universities and private companies across the US, China, and the UK released such a simulation engine called Genesis. Look at some of the simulations below - I believe this fully unlocks general purpose robotics, and we will have it working imminently.
In March 2023, I wrote about acting AI - basically an LLM with full computer use.
In October, Anthropic released a preview of Claude with computer use. Shortly thereafter, Deepmind previewed Mariner, a version of the same technology targeting the browser.
In August 2023, I wrote about figuring out how to channel arbitrary amounts of compute into a problem.
The new reasoning models from OpenAI and Google have provided the final piece for that puzzle. A general solution as described in the article is still pending, but I believe we are not far off.
And then, on top of all of that, o3. If you haven’t seen the announcement, I recommend watching at least some of it.
Looking at the benchmarks, I am willing to concede that in some important way, it is smarter than me. Previous models knew more than I do about the things I don’t care much about, but o3 seems to be just smarter than the vast majority of humans at tasks that require logical reasoning - math, coding, some parts of science. And the speed at which the progress from o1 to o3 was made is truly mind-boggling.
I have been more bullish on AI than just about anyone outside of the research labs for about a decade. But that was pure logical reasoning, extrapolation of trends, you know, theoretical stuff.
This week, for the first time in my life, I felt the AGI. In my gut, I now know it’s all going to happen - generalist robots, AI scientists, autonomous colonization of Mars, the singularity - all of it, almost certainly in our lifetime.
I have never been more excited.
Quant - adeadcatbounce.substack.com