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MAD Prediction Not checkable as stated
AI will make Nobel Prize-level scientific discoveries by 2027 or 2028
“I think my guess for that level of capability might be maybe 2027. I think we're probably not going to find out for quite some time afterwards because of the delay in getting prices. But I think by 20, 27, 20, 28, I think extremely likely that the models will …”
Julian Schrittwieser Oct 23, 2025 ▶ 15:35 Are We Misreading the AI Exponential? Julian Schrittwieser on Move 37 & Scaling RL (Anthropic)
MAD Prediction Held up
Top AI models will work autonomously for full days within two years
“In a year from now, maybe two years from now, it's the top models are going to be able to work completely on their own for like a whole day or more”
Julian Schrittwieser Oct 23, 2025 ▶ 3:01 Are We Misreading the AI Exponential? Julian Schrittwieser on Move 37 & Scaling RL (Anthropic)
MAD Opinion
Valuations for OpenAI, Anthropic, and Google are fairly conservative
“If you look at OpenAI, if you look at Anthropic, if you look at Google, those evaluations, those revenue numbers are actually fairly conservative.”
Julian Schrittwieser Oct 23, 2025 ▶ 3:32 Are We Misreading the AI Exponential? Julian Schrittwieser on Move 37 & Scaling RL (Anthropic)
MAD Prediction Not checkable as stated
A sudden AI singularity or intelligence explosion is extremely unlikely
“Yeah, I think a true discontinuity is extremely unlikely from, you know, obviously AI researchers are already using AI to accelerate themselves. And so what's, what's already happening and like what is likely to continue to happening is that we see like a smoo…”
Julian Schrittwieser Oct 23, 2025 ▶ 17:11 Are We Misreading the AI Exponential? Julian Schrittwieser on Move 37 & Scaling RL (Anthropic)
MAD Assertion Not checkable as stated
AI autonomous task duration doubles every three to four months
“We are seeing this very consistent improvement over many, many years where every say like, you know, three, four months is able to like do a task that is twice as long as before completely on its own.”
Julian Schrittwieser Oct 23, 2025 ▶ 2:41 Are We Misreading the AI Exponential? Julian Schrittwieser on Move 37 & Scaling RL (Anthropic)
MAD Opinion
Schrittwieser: Wider AI ecosystem may face bubble while frontier labs thrive
“There may simultaneously be like some sort of bubble in, you know, the wider ecosystem, while at the same time, the frontier labs on a very solid trajectory, having a lot of revenue, making a lot of money.”
Julian Schrittwieser Oct 23, 2025 ▶ 4:13 Are We Misreading the AI Exponential? Julian Schrittwieser on Move 37 & Scaling RL (Anthropic)
MAD Prediction Not checkable as stated
Schrittwieser: Current AI paradigm likely to achieve human-level performance in productivity tasks
“I think if you're thinking of, oh, we want some kind of system that can perform at roughly human level in basically all tasks that we care about. Productivity wise. Then I think, yeah, it's extremely likely that the current approach, pre-training RL, you know,…”
Julian Schrittwieser Oct 23, 2025 ▶ 19:43 Are We Misreading the AI Exponential? Julian Schrittwieser on Move 37 & Scaling RL (Anthropic)
MAD Insight
Pre-training aids AI alignment by implicitly instilling human values
“I definitely think we would keep using pre-training data, not just from an efficiency point of view as well, but also I think there is interesting safety angles, because by pre-training and, you know, all this human knowledge, we're implicitly creating an agen…”
Julian Schrittwieser Oct 23, 2025 ▶ 22:07 Are We Misreading the AI Exponential? Julian Schrittwieser on Move 37 & Scaling RL (Anthropic)
MAD Insight
Using chain-of-thought as an RL reward destroys model interpretability
“If you're not careful with RL, you can make interpretability harder. For example, one Common thing with modern models is they do reasoning with the chain of thought. You could look at the chain of thoughts to, you know, see what are the model internal thoughts…”
Julian Schrittwieser Oct 23, 2025 ▶ 58:25 Are We Misreading the AI Exponential? Julian Schrittwieser on Move 37 & Scaling RL (Anthropic)
MAD Insight
Schrittwieser: Task duration dictates how much work can be delegated to AI
“The reason I think why task length specifically is interesting is because that's What allows you to delegate more and more work to language models, to agents. Now, even if you have a very clever model, but if it needs feedback or the interaction with you very …”
Julian Schrittwieser Oct 23, 2025 ▶ 5:58 Are We Misreading the AI Exponential? Julian Schrittwieser on Move 37 & Scaling RL (Anthropic)
MAD Assertion Not checkable as stated
Schrittwieser: AI language models are clearly capable of novel output
“For me, as somebody who has been doing research a long time, I think it's pretty clear that these models can do novel things.”
Julian Schrittwieser Oct 23, 2025 ▶ 12:26 Are We Misreading the AI Exponential? Julian Schrittwieser on Move 37 & Scaling RL (Anthropic)
MAD Prediction Not checkable as stated
Future AI models will continue to rely on pre-training data
“Personally, I think that's unlikely. Not, not because pre-training is strictly necessary. I think we may well be able to train something completely from scratch, as we've been able to do in other domains, but more because pre-training on this vast data sets th…”
Julian Schrittwieser Oct 23, 2025 ▶ 21:27 Are We Misreading the AI Exponential? Julian Schrittwieser on Move 37 & Scaling RL (Anthropic)
MAD What-if
AlphaGo would have probably lost to Lee Sedol if played earlier
“And I think if we had done it a few months earlier, we would have probably lost.”
Julian Schrittwieser Oct 23, 2025 ▶ 29:57 Are We Misreading the AI Exponential? Julian Schrittwieser on Move 37 & Scaling RL (Anthropic)
MAD Assertion Not checkable as stated
Schrittwieser: Language models possess an implicit world model
“So I think, yes, I would say that language models have an, not an explicit world model, but they do have an implicit model of the world.”
Julian Schrittwieser Oct 23, 2025 ▶ 35:23 Are We Misreading the AI Exponential? Julian Schrittwieser on Move 37 & Scaling RL (Anthropic)
MAD Assertion Partly supported
Reinforcement learning scaling yields returns on compute similar to pre-training
“If you look at all the RL literature over time, we see very similar returns on compute in pre-training and in RL, where we can invest exponentially more compute in RL and keep getting benefits.”
Julian Schrittwieser Oct 23, 2025 ▶ 42:01 Are We Misreading the AI Exponential? Julian Schrittwieser on Move 37 & Scaling RL (Anthropic)
MAD Insight
Schrittwieser: Adding model reasoning improves RL training stability and scaling
“One direction of scaling RL and making it more stable is by improving this by, for example, putting more reasoning into your language model to generate much more high quality training data. That can then give us training that is much more stable, and then we c…”
Julian Schrittwieser Oct 23, 2025 ▶ 47:40 Are We Misreading the AI Exponential? Julian Schrittwieser on Move 37 & Scaling RL (Anthropic)
MAD Insight
AI app developers do not need custom fine-tuning for top models
“I think nowadays, with the capabilities of, like, you know, top, probably cloud models, top OpenAI, GPT models, You don't need to do any fine tuning. You can take the model as is, ride your own tools, your own harness, and benefit from that agentic training. B…”
Julian Schrittwieser Oct 23, 2025 ▶ 51:30 Are We Misreading the AI Exponential? Julian Schrittwieser on Move 37 & Scaling RL (Anthropic)
MAD Prediction Not checkable as stated
Schrittwieser: AI progress will remain smooth and incremental without a single bottleneck
“There's probably, yeah, not one individual blocker. And that's why we will continue to see sort of smooth incremental progress over model releases”
Julian Schrittwieser Oct 23, 2025 ▶ 53:07 Are We Misreading the AI Exponential? Julian Schrittwieser on Move 37 & Scaling RL (Anthropic)
MAD Insight
Schrittwieser: Distributing AI productivity gains is a political problem, not technological
“I think it's much more like a political, social problem of, like, figuring out how do we actually benefit from all these improvements, and, like, you know, bring the increases in wealth and productivity to everybody, and it's much less a technological problem.…”
Julian Schrittwieser Oct 23, 2025 ▶ 1:06:10 Are We Misreading the AI Exponential? Julian Schrittwieser on Move 37 & Scaling RL (Anthropic)
MAD Opinion
Schrittwieser: OpenAI's GDPval is a strong benchmark for economic impact
“I think that GDP is like a super cool evaluation from OpenAI where they collected a lot of, like, you know, real world tasks from real domain experts to make sure that it is actually representative of what you might do in the economy.”
Julian Schrittwieser Oct 23, 2025 ▶ 7:16 Are We Misreading the AI Exponential? Julian Schrittwieser on Move 37 & Scaling RL (Anthropic)
MAD Insight
Schrittwieser: AI pre-training risks over-restricting an agent's exploration search space
“I think the main, you know, the main challenge or the main thing you need to watch out for is that you don't over encode or you don't restrict your search space too much. If your pre-training, if your prior knowledge prevents you from exploring something that …”
Julian Schrittwieser Oct 23, 2025 ▶ 38:41 Are We Misreading the AI Exponential? Julian Schrittwieser on Move 37 & Scaling RL (Anthropic)
MAD Prediction Not checkable as stated
Schrittwieser: Reliable reward sources will be key to scaling reinforcement learning
“Figuring out what are the best reward sources, and how do we scale it up, and how do we, you know, get more rewards, more reliable rewards. That will be one of the key ingredients in scaling up RL further.”
Julian Schrittwieser Oct 23, 2025 ▶ 44:21 Are We Misreading the AI Exponential? Julian Schrittwieser on Move 37 & Scaling RL (Anthropic)
MAD Assertion Not checkable as stated
AI research still lacks scaling laws for training data quality
“I think we don't have any good scaling laws yet. That tell us the trade off, especially I think because it's very hard to measure what is the quality of a data point, right? Like how good is this example compared to this other example without being able to mea…”
Julian Schrittwieser Oct 23, 2025 ▶ 46:26 Are We Misreading the AI Exponential? Julian Schrittwieser on Move 37 & Scaling RL (Anthropic)
MAD Insight
Schrittwieser: Raw pre-trained AI models make poor agents without RL
“Our pre-training data is not very agent-like. If you think of the pre-training data, right, there is like websites and books and, you know, all kinds of recent text that has a lot of information, but it doesn't have a lot of actions. It doesn't really capture …”
Julian Schrittwieser Oct 23, 2025 ▶ 49:17 Are We Misreading the AI Exponential? Julian Schrittwieser on Move 37 & Scaling RL (Anthropic)
MAD Insight
Internal benchmarks are the most accurate way to select AI models
“Just make your own internal benchmark that really represents what you care about, and then measure on that. And I think that's likely to be the most objective, most accurate way of measuring.”
Julian Schrittwieser Oct 23, 2025 ▶ 56:03 Are We Misreading the AI Exponential? Julian Schrittwieser on Move 37 & Scaling RL (Anthropic)
MAD Insight
Schrittwieser: AI safety must span the entire stack, not just RL
“Yeah, I wouldn't view it alignment adjust like an RL problem. I think it sort of, it goes throughout the whole stack. You might, you know, for example, filter the pre-training data in some way. You might, after training, you might have classifiers that, you kn…”
Julian Schrittwieser Oct 23, 2025 ▶ 1:03:10 Are We Misreading the AI Exponential? Julian Schrittwieser on Move 37 & Scaling RL (Anthropic)
MAD Assertion Not checkable as stated
Scientific advances are currently bottlenecked on applied intelligence
“All of those are basically bottlenecked on how much intelligence we have access to, and how can we apply it?”
Julian Schrittwieser Oct 23, 2025 ▶ 1:09:08 Are We Misreading the AI Exponential? Julian Schrittwieser on Move 37 & Scaling RL (Anthropic)
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