Latest / The Road to Accountable AI / Azeem Azhar: Exponential Challenges of Exponential Technologies
Transcript
- 0:01Azeem, welcome to the podcast.
- 0:03Kevin, it's great to see you again.
- 0:04I think it's getting into our 25th year of knowing each other.
- 0:08This is very frightening and you've done a lot of different things, worked for
- 0:11various companies, started various companies.
- 0:13How do you explain to your parents what you do now?
- 0:16Yeah, well, I, they're quite excited because, or my mum is now, my dad passed
- 0:20away last year, but he was even excited because I spent my time researching ideas
- 0:25on my own with my, well, with my team.
- 0:27And I have a couple of academic affiliations, research them, thinking
- 0:31about the intersection between this rapid technology change, things like artificial
- 0:37intelligence and societal change from the economy to our legal institutions and
- 0:42systems of government governance.
- 0:44And then I bundled that up.
- 0:45produce a newsletter from it, write the odd book, help the odd investor or
- 0:50company, maybe with a speech here or there.
- 0:52So I'm, I guess, a one-man band, but I do have an amazing team of researchers who
- 0:59work with me.
- 1:00Yeah, it's one of those jobs that probably didn't exist before, but now you can be a
- 1:05real force multiplier, which is wonderful.
- 1:08So let me ask you, when did AI first come on your radar screen as a technology you
- 1:13should focus on?
- 1:14Obviously, AI has been around for a very long time, but at what point did you
- 1:18notice that there was something really important going on?
- 1:21You know, I actually, I mean, my first AI deal was done in 2000 to 2001.
- 1:29So yes, it's been around for a long time, but then there was this additional shift
- 1:33because of deep learning.
- 1:35I first came across it in about 2012 or 2013 when someone in my team, my head of
- 1:43machine learning, wants to take a job at some funky London startup called
- 1:49Deep mind.
- 1:50I don't know if you've heard of them and I persuaded him not to do that.
- 1:54And, and then when we sold my company, I had some time to think, and then I, I dug
- 1:59into things and I saw something was happening and that was about 2014.
- 2:03So about a decade ago.
- 2:05What's changed in terms of either fundamentally AI or how we think about AI
- 2:11today?
- 2:12you know, the technology has really, really matured.
- 2:17And what happens in the process of maturation is things that become so hard,
- 2:23that only the very, very best researchers in the best research institutions can make
- 2:28sense of them.
- 2:29And then over the course of four or five years, they moved to being available as,
- 2:34you know, an executive ed class for a couple of thousand dollars at a business
- 2:39school, right?
- 2:40And that is...
- 2:41That is how a technology deploys into the economy.
- 2:44So a lot of those things have happened with deep learning based technologies and
- 2:50traditional machine learning systems like classification and discrimination and so
- 2:56on.
- 2:57But the other thing that has happened of course is that the waves of discovery have
- 3:01continued.
- 3:03Alongside that, the underlying infrastructure, the enabling technologies
- 3:09have become
- 3:11much, much more capable.
- 3:13And that means that for a business, they need to have less expertise than perhaps
- 3:18they did a decade ago to get into these technologies.
- 3:21And they're supported of course, by the systems integrators, the consultants who
- 3:26are the ones who really drive enterprise IT spending.
- 3:31And so what we see, which I think is pretty fascinating is not just, you know,
- 3:36maturation,
- 3:39of the technology that makes it more accessible to people, but also this
- 3:43continued drumbeat of absolute cutting edge breakthrough innovation to the point
- 3:50that, you know, you and I have been in the tech industry for a while.
- 3:55It is very much very sort of moments of Lenin, you know, decades are happening in
- 3:59weeks, sometimes in the same day.
- 4:01I mean, you finished reading one tweet and something else enormous has happened while
- 4:06you're reading those 200 odd characters.
- 4:09But people in the tech world always like to say that this is the transformative
- 4:13time.
- 4:13This is the destructive moment.
- 4:14This is the inflection point.
- 4:17Are we really at one of those points?
- 4:18What is it that makes you think that now it's really true?
- 4:23We always say that because it's self-serving.
- 4:26And what's different, I think, this time is the, you know, let's look at a
- 4:32corporation.
- 4:33If you've got a, the C-suite, the C-suite are people who are likely in their mid-50s
- 4:39through to their early 60s, which means most of them have had careers using
- 4:44computers.
- 4:45And they've had computers on their desks and they know how to use Excel.
- 4:48They probably did some time doing PowerPoint.
- 4:51And so they're much more computationally savvy than C-level execs, even when the
- 4:58iPhone came out.
- 5:00And they've had 20 or 30 years to digitize their businesses, which is what we've been
- 5:05telling them to do since forever.
- 5:07We're out of that moment of J-curve that you see when you have to install a new,
- 5:13implementing technology.
- 5:14So what that means is that companies are ready to deploy this.
- 5:19But let's then talk about the technology.
- 5:21So what happened with large language models was we turned computers into that
- 5:28scene.
- 5:28I think it's Star Trek IV when they're trying to move the whales.
- 5:33And Scotty picks up the mouse and says, computer, design me a da-da-da-da-da.
- 5:38We finally got there.
- 5:39We can talk language to computers, and computers talk language back to us.
- 5:43And since humans essentially have
- 5:48construct their entire world through the passing of messages in the form of
- 5:54language, that has allowed us to bring the capability of computers into those
- 6:01moments.
- 6:02And one of the things that is so beautiful about using something like ChatGPT is that
- 6:09in the old days, so November 2022,
- 6:15If you wanted to do a particular type of analysis, you had to configure that
- 6:20analysis into a way that a computer understood.
- 6:23So you took your mental model of the world.
- 6:26And that's why some people are good at programming and others are less good,
- 6:29because those people who can convert this sort of squishy human world into, you
- 6:34know, flawless logical code, do so and they do that translation.
- 6:38But now with ChatGPT, I can say, hey, listen, I kind of want you to do a MISI
- 6:44analysis.
- 6:45on this list of issues, do it for me.
- 6:48And it comes back and it presents as well as a grad student, which is, I think is
- 6:53pretty impressive.
- 6:54So I think those two things lend us to think that there are the ingredients for
- 7:02an inflection.
- 7:05So my main focus in this podcast is on responsibility and accountability for AI.
- 7:10Let me just first ask you, generally, how do you think we're doing in those
- 7:15dimensions?
- 7:17Can we mention that this is the recording after the Google Gemini fracas, which
- 7:23has...
- 7:24Okay, so we'll get to that.
- 7:26I think we are doing...
- 7:30The awareness of the issue is much, much higher than it was seven or eight years
- 7:36ago.
- 7:36I mean, I remember in 2015, writing about all these issues with Google images and ML
- 7:42systems that couldn't recognize dark skin.
- 7:47There were no teams, there was no discipline, there was not much academic
- 7:51study.
- 7:53We didn't do the kind of evaluations either a priori or ex ante, pardon me, or
- 8:00ex post of the systems.
- 8:04I think that has changed over the last seven or eight years.
- 8:09That's worth paying attention to.
- 8:14In 2014, the reason these things weren't...
- 8:16done was because people didn't know how to do them.
- 8:18No one really even thought to do them.
- 8:22And so the systems behaved the way they did.
- 8:23Now, after a lot of work by civil society, by academia, by activists, we do think
- 8:31about these things.
- 8:33And then the question is, of course, it's often embedded into sort of the belief
- 8:38systems and the narratives in the world at the right time, right?
- 8:41And just so, so I think that some of the things we've seen have been
- 8:45whatever the rung above the ladder, above the, the rung on the ladder, above the
- 8:51idea of performativity is, we're getting to that stage with some of this where
- 8:57people beat the responsibility drum really, really hard, perhaps harder than
- 9:03it needs to be beaten.
- 9:04I think Sundar Pichai at Google is somebody who does that a little bit more
- 9:08than perhaps he needs to.
- 9:12Yeah, so let's talk about this example with Google Gemini, where for those who
- 9:16aren't familiar, they built an image generator model and a large language
- 9:20model.
- 9:21And addressing exactly those issues you're talking about, concerns about bias, went
- 9:26too far.
- 9:26That in some cases, the image model would produce literally non-historically
- 9:31accurate pictures of people.
- 9:33The text model would just refuse to answer totally anodyne questions, saying they're
- 9:37too controversial.
- 9:38So.
- 9:38People have different reactions to this.
- 9:40What's your takeaway or main takeaways from that incident?
- 9:44Well, it's complicated.
- 9:48I mean, I think the absurdity of some of the outputs of Gemini can't be denied,
- 9:57right?
- 9:57So the idea that you might say, give me a picture of soldiers, German soldiers from
- 10:05World War II, and it doesn't come back with them looking at all how they should.
- 10:09Or one I saw on Twitter recently, which said,
- 10:13who caused more deaths, Elon Musk's tweets or Adolf Hitler.
- 10:16And Gemini sort of prevaricates and ums and ahs and says it's an ambiguous
- 10:22question, which is just sheer absurdity.
- 10:25So I think that it highlights two issues.
- 10:28The first issue is that large language models are very difficult to control.
- 10:36They are not like machines that we have built in the past.
- 10:40And so in the moment of
- 10:43trying to control them, you are choosing between helpful and harmless.
- 10:49And there seems to be right now on the methods that are used by these companies,
- 10:54really a trade off between the two.
- 10:56But it's a bit more complicated than that because you don't exactly know how much
- 11:01helpfulness you have to give up in order to make it harmless.
- 11:04And in a situation like that, I think you will always, I mean, use a British phrase
- 11:08here, over egg it, right?
- 11:09You'll always err on the side of caution.
- 11:13in order to avoid the harmful nature of it.
- 11:15And then you sort of end up slightly in this absurdity.
- 11:18But I think there's a second issue, which is that, you know, we have to recognize
- 11:23where we, that the world in which we currently live, not the one we want to
- 11:26live in, the world we live in is mediated by a small number of large technology
- 11:31companies.
- 11:32And that means that the AI they build will become our interface between us and the
- 11:38real world and the resources that we want to.
- 11:42access.
- 11:43And so somebody has gone off and stuck this resource in between me and the world.
- 11:47I mean, you have to go to Gemini today, but in two years time, everything you do
- 11:51on Google will be filtered through it.
- 11:54And they've gone off and made certain decisions.
- 11:57It's harmless, helpless trade-off, other decisions in particular about what they
- 12:00consider harm.
- 12:02And to me, this is a public infrastructure.
- 12:06This is a public infrastructure.
- 12:10It's a utility.
- 12:11Maybe it's a type of good, public good.
- 12:14And Google did talk a little bit about what went wrong, but not in the degree of
- 12:19sufficient transparency of this new role they have of guarding something that is
- 12:26not purely a private asset.
- 12:28So I think that there are these two issues that we have to have to talk about and
- 12:31make sense of.
- 12:33Okay, no, that's a good point.
- 12:34And that's, I want to talk about the issue about the power of the intermediaries and
- 12:38the big tech companies.
- 12:39But let me just first push you a little bit more on the question about the
- 12:44capability of controlling the models.
- 12:46Your book is called exponential age.
- 12:49And you talked about how technologies like AI and rootables are on these exponential
- 12:53growth curves.
- 12:55Is there a concern that the improvements in the technology are an exponential curve
- 13:00but our ability to control them?
- 13:04are something like arithmetic, and I'm not just talking about here in terms of the
- 13:08broad kind of alignment that the AI doesn't kill us all when it becomes super
- 13:12intelligent, but even on what seems like a fairly mundane problem, like not having
- 13:17biased image generation.
- 13:19Is that potentially an unsolvable problem?
- 13:22So I think that this isn't a case of the type that I describe in my book.
- 13:28I mean, the ones I don't describe in my book are really about how the state and
- 13:34the institutions of the state and the people who comprise that are able to
- 13:38respond to this pace of change.
- 13:40I think what we're seeing in Google Gemini is much, much closer to...
- 13:47what happened in the early years of jet powered passenger planes.
- 13:53So these emerged in the early 1950s.
- 13:56And the first of one of the first of those was made by a British company.
- 14:00We don't have names like this for jet aircraft companies anymore.
- 14:03De Havilland.
- 14:04It's so elegant.
- 14:04It's straight out of Downton Abbey.
- 14:07The De Havilland Comet.
- 14:10And I think something in the order of 40 of these crashed.
- 14:14I mean, they make Boeing look like, you know, an absolutely
- 14:17pristine whiter than whites safety record.
- 14:20And about 40 of these crashed, though 20 of them had fatalities and about 500
- 14:25people died when these planes kept falling out of the sky.
- 14:29And the reason was that they had square windows and the corners of the windows at
- 14:37jet speeds in the thinner atmosphere heated up much more, created lots more
- 14:42metal fatigue than they'd ever experienced in propeller planes that were a lower
- 14:46height.
- 14:47traveling more slowly.
- 14:48And they couldn't do, you know, they didn't do have computational fluid
- 14:50dynamics, right, to simulate all these things.
- 14:53And, and, and we figured that out.
- 14:55And yes, 500 people died and air travel is now so much safer.
- 14:59Now, I think that we are that's partly what we're dealing with within the world
- 15:06of the large language models, right, which is that these are these will be made safe
- 15:11in some way, they will become progressively safer.
- 15:13Now, not everyone agrees with me, there's a
- 15:15an academic called Gary Marcus, who I think would take a different view to that
- 15:19and say that's kind of really hard, if not impossible, to make them safe and they're
- 15:23poorly designed.
- 15:24But I think they can be made safe and we will learn how to do it.
- 15:29Now, the challenge is that Google is in a race.
- 15:34It's in a race that is both strategic, that in some sense is almost existential,
- 15:40that is commercial, that is also about...
- 15:44corporate and personal pride, which is driving them really fast.
- 15:48And we have constructed a world where we are looking for some hype to drink from as
- 15:58consumers of the media.
- 16:00And so this pushes this process of actually figuring out how to make these
- 16:06things safe out into the limelight much, much faster.
- 16:10And so in some ways, I'm a little bit sanguine about the fact that this...
- 16:13happened.
- 16:14I'm kind of annoyed.
- 16:15I feel it should have been caught in testing.
- 16:17But I think it is a case of it's this technology is, you know, it's seven years
- 16:22now since the first academic paper.
- 16:24It's, it's, it's really early.
- 16:27And to be honest, honestly, no harm was done, except for Google.
- 16:32Google is embarrassed.
- 16:34It shut the thing off.
- 16:36It'll figure out a fix.
- 16:37We won't see it.
- 16:37Is anyone really missing having an AI based image generator for an extra few
- 16:41days?
- 16:42None of us are.
- 16:45But won't that competitive dynamic you talk about continue?
- 16:48Because the company that has succeeded the most so far is OpenAI, partnered with
- 16:52Microsoft, which took the kind of Mark Zuckerberg, move fast and break things
- 16:56approach.
- 16:56While Google waited to deploy its LLM because it was concerned about all of
- 17:01these issues, if that's always going to be the case, isn't there going to be
- 17:05constantly commercial pressure to push the envelope and not even to take the time to
- 17:10develop the solutions that are possible?
- 17:13That's business.
- 17:14I mean, when we read the stories of what business people did over the last 100, 150
- 17:23years, I mean, they make trade-offs and they have to apply their judgment because
- 17:30nothing is perfect, no one has perfect resources.
- 17:32They're always competing needs.
- 17:34There's also always ego and selfishness and profit motive in it.
- 17:39It's just, it's happening in...
- 17:42a in a public space, which, of course, the business people behind them, and that's
- 17:49what they are, let's not call them founders, let's just call them business
- 17:51people, they're just like the green grocer down the road.
- 17:55They benefit from the publicity that it's that is being created by all of this, and
- 18:02they have to make difficult choices.
- 18:06I'm
- 18:07I would say, having spoken to him a few times, but not knowing him because he's
- 18:10very hard to read, Sam Altman, I would say that Sam is extremely, probably very keen
- 18:18to make all his products factually accurate and generally pretty safe, not as
- 18:25safe as a nervous Nick might want, but pretty safe.
- 18:31And he's just waiting for them to develop.
- 18:37those capabilities.
- 18:38And he at the same time, at that moment, he wants to go out and win market share.
- 18:42And what's happening is it's happening in this public domain, with all the noise by
- 18:46the way, Kevin of this idea that these LLMs will crawl out of our fridge, like if
- 18:51you've seen the film Gremlins, and you feed them and give them water, and they
- 18:54turn really nasty, you know, like that and take over our world, which again, I don't
- 18:59think they will.
- 18:59So I think we're in this funny stage where we should just kind of look at this and
- 19:03calm down a little bit and say,
- 19:07And in that calmness, it can still be a transformative technology.
- 19:12I mean, that can all be true at the same time.
- 19:17One of the important things about this wave of technology is that we have these
- 19:20big platforms that are building the AI systems.
- 19:23But every company on Earth probably is going to use them in one way or another
- 19:28with some amount of either their own technology or just taking things off the
- 19:32shelf and deploying them.
- 19:33You talk to executives of a lot of companies about AI.
- 19:37How are they thinking about these questions of responsibility and accuracy?
- 19:43And what does it take to put them
- 19:45persuade them to make the right trade-offs.
- 19:48I think in general, they take it very seriously.
- 19:52And it comes up surprisingly unprompted in the conversations that I have.
- 20:00And people talk about their responsible AI teams.
- 20:03Or they'll say, well, we have to roll this out responsibly.
- 20:07I mean, there are some variations.
- 20:10And for some, it's a.
- 20:13responsibility with a bit of a wave of a hand, say, don't talk to me about it with
- 20:17others, it's more, more engaged.
- 20:19But I think that comes back to a little bit earlier in our discussion, where I
- 20:22said that the way things have moved over the last seven or eight years, is that
- 20:28companies are taking this quite, quite seriously.
- 20:35And perhaps, you know, the challenge is that how much of that is, is simply just
- 20:41lip service.
- 20:43and how much of it is really, really deeply embedded in what companies try to
- 20:49do.
- 20:50And of course, the thing is, Kevin, how much do we want our companies to do?
- 20:57The founder of, and suddenly the name escapes me, the outdoor wear company,
- 21:05Patagonia, perhaps, is that?
- 21:08Who was sort of famous, he says, business will...
- 21:10you know, business will always leave a footprint, right?
- 21:12And we can't pretend it won't.
- 21:14And our job is to try to make it as small as we can.
- 21:17And I don't think it's necessarily a company's job to act responsibly or act
- 21:27ethically.
- 21:28That is the job of, I mean, it's the job of the law and whatever is delegated to
- 21:34regulators to say, these are the parameters within which you should act.
- 21:38Now you should act in that way and comply to this law.
- 21:41Otherwise we're going to come in and find those breaches and we are going to enforce
- 21:46actions against you.
- 21:47So yes, I'm excited that CEOs care about it and they're not spending their time
- 21:51trying to figure out how to kind of wind their way out of their obligations.
- 21:56But I think it's a bigger issue that those obligations are not clear.
- 22:00They're not clearly defined.
- 22:01And so that the companies really know what the rules of the game are.
- 22:07Yeah, that gets back to the point that you made earlier and you talk about in your
- 22:10book.
- 22:11Is there going to be enough capability in government to make those rules
- 22:16appropriate?
- 22:18Well, I mean, the government's getting better.
- 22:23It's definitely getting a lot better.
- 22:26And we, I think we tend to.
- 22:31have a slightly sneery view of government, but we can go back to the first consumer
- 22:36privacy legislation which came out in the late, early 1970s in California on the
- 22:42basis of the arrival of computer databases.
- 22:45I mean, that is phenomenally far-sighted.
- 22:47I mean, if that person had gone off and said, computer database is gonna be huge,
- 22:52I'm gonna build a company, they would be, you know, yachts are plenty by now.
- 22:57And in other areas, governments have been
- 23:01pretty impressive.
- 23:02I'll give you another example.
- 23:05My house was built in 1925.
- 23:08The cable that carries the electricity is rated at 100 amps and is still more than
- 23:16my house uses a century later.
- 23:18We've got two electric cars and we've got all the electronics you might imagine.
- 23:30genetic modifications in humans, right, was well ahead of the technology.
- 23:35But we have, governments, I think, started to slow down for historical reasons.
- 23:42And in my book, I talk about Reagan and the air traffic controllers and so on.
- 23:48But of course, that process of deregulation had started under Carter.
- 23:53And if you come at the back end of 25 or 30 years where
- 23:56The notion of good in the context, the intersection between government and
- 24:00business is about pulling regulations back, as opposed to recognizing that it is
- 24:06a presence of clear regulations, clear enforcement, a mandate for compliance that
- 24:13has allowed the pharmaceutical industry and the financial services industry to
- 24:17grow as big as they have.
- 24:18Of course, we're always going to feel that government is going to not have that
- 24:22capability.
- 24:23Now, I do think that they have really...
- 24:25moved and I can speak about the UK, I mean the quality of people in policy, that is
- 24:32the civil service who will brief government on these issues is really deep.
- 24:38Now I just don't know if there are enough of them, but they're getting really quite
- 24:43good and I wouldn't sort of besmirch them in any way.
- 24:47Our government on the other hand, maybe that's for an offline discussion.
- 24:51enough.
- 24:52But with regard to AI, different governments are taking different
- 24:57approaches.
- 24:58And so you mentioned the UK.
- 25:00It seems that actually this is one set of issues where Brexit has actually made a
- 25:04pretty dramatic difference.
- 25:05On a lot of things, there's not a great deal of substantive difference between
- 25:09what's happening, you know, the laws in the UK and Europe.
- 25:11But the European Union has adopted is in the final stages of this very extensive,
- 25:17very prescriptive AI act.
- 25:20UK government, at least from my perspective, more like the US, has taken
- 25:24more of an approach of saying, let's look at what existing laws out there, let's try
- 25:28and figure out and have different kinds of rules and how to balance innovation with
- 25:35regulation.
- 25:36Seems like a very different approach.
- 25:37So first of all, I guess, do you see that?
- 25:39And then what do you think is the best approach for governments to take?
- 25:44I definitely do see that.
- 25:46And I certainly see that gap emerge.
- 25:54And there was something else that was about the sense of victory that was coming
- 25:58out of the various parts of the EU.
- 26:02And we haven't created a $100 billion company since SAP, and now Novo Nordisk,
- 26:08which has got rich on Americans.
- 26:11having an obesity problem, right?
- 26:13I mean, because they make semaglutide, the GLP-1 agonist.
- 26:17And so it's a really odd thing to celebrate.
- 26:25The other thing is it's a really big act.
- 26:28And so I think that means that in a way, some parts of it may have been hurried,
- 26:37especially the bits that relate to the...
- 26:41large language models and those uses.
- 26:44But in reality, that has to now go through processes which will detail how things
- 26:49will get enforced.
- 26:53So we know that really bad laws can be created.
- 26:57I think, for example, many people probably view the Patriot Act hastily put in place
- 27:03in the US after 9-11 as something that has resulted in some overreach and might need
- 27:07some pairing back.
- 27:11But I think that the issue that I have with the EU Act is less about the
- 27:21specifics of the detail, but it was more about the posture of the participants
- 27:28towards this remarkable technology and what was really embedded within that,
- 27:35which was, I think, a bit of a distrust with American firms.
- 27:40but there wasn't within it a sense of, we'll create an alternative.
- 27:46And so then the question is what actually happens over this period of time.
- 27:49So I think in these moments of really, really rapid change, you need to have
- 27:58principles-based approaches to regulation, right, rather than hard and fast rules.
- 28:04So I would say that that's probably more a British style than...
- 28:09you know, an American approach and you need that because the underlyings change
- 28:18so frequently.
- 28:18So I think that feels like it's sensible.
- 28:21But the other thing that I think will end up happening is that there will be an
- 28:26increasing harmonization of the ways in which nations look at certainly economic
- 28:37and industrial applications of
- 28:39of AI.
- 28:40And the reason I think that they'll start to harmonize will be because we're in a
- 28:45search process of what method works best.
- 28:49Every country will benefit if technology companies can access their markets on
- 28:56equal terms.
- 28:57So that will also start to drive some degree of consistency across the piece.
- 29:05Where I think it may differ
- 29:08will be, and this is probably going to be quite a large part of AI to be honest,
- 29:12aspects that connect to culture, identity, or potentially national security issues,
- 29:20which was also the first sticking point, of course, with the internet, where
- 29:26countries sort of started to cleave themselves away.
- 29:31But I think what we saw with privacy was that there was a lot of harmonization.
- 29:35So basically every global company is complying with the European GDPR either
- 29:39because they have operations in Europe or because there's just no point in building
- 29:43two completely different systems.
- 29:45But I don't think anyone, even the people in the EU, in the European Commission,
- 29:50would say things are great on privacy.
- 29:53The practices have tremendously improved because we have this agreement on this
- 29:59comprehensive set of standards.
- 30:01Mm.
- 30:02How do we get to a point where the actual substance improves, which, as you noted,
- 30:08companies, they want to hear government telling them what to do, but they have a
- 30:12role in helping governments understand what the capabilities are and what could
- 30:16happen.
- 30:18You know, I think a really great example of that was what happened with Apple and
- 30:24the App Store.
- 30:25So under the Digital Services Act, no, the DMA, the Digital Markets Act regulation,
- 30:34because Apple operates this App Store that is sort of so big and so dominant, it has
- 30:40to provide alternative means of payment and alternative App Stores.
- 30:44So if you're in the EU and you have an...
- 30:46and I felt this is going to be all to American listeners, you can kind of get
- 30:49apps from a different store run by someone else and you don't have to pay through
- 30:52Apple.
- 30:54And of course, Apple has gone off and complied with this and involved something
- 30:57like writing 500 new APIs, which are kind of quite complex ways in which you use
- 31:02computer services over the internet.
- 31:06And they introduced new pricing mechanisms because what they've done is they've
- 31:11absolutely complied to the letter of the law.
- 31:14as you'd expect because they can afford good lawyers, and people are arguing they
- 31:17haven't complied to the spirit of the law.
- 31:20And this is the old problem of the sorcerer's apprentice, right?
- 31:23The Goethe, the old Goethe short story, right?
- 31:28Where we've got this technology, we try to control it, we give it rules, and it
- 31:33follows into the letter.
- 31:35And so I think that raises issues about when and how is the right time to...
- 31:44to write these rules and how do you get people sitting around the table at the
- 31:51same time?
- 31:52Now, I was actually quite a supporter of the Digital Markets Act because my framing
- 32:01is that there is a tendency towards dominance in digital markets for reasons
- 32:08that I initially probably Kevin learnt from you 25 years ago.
- 32:14And that force of gravity continues.
- 32:19And because there's this tendency to dominance, you will have concentration of
- 32:25power.
- 32:25So you need to find mechanisms to be more onerous with bigger firms than smaller
- 32:31ones, because the bigger ones are so much bigger.
- 32:33So I was at a high level, I was a supporter of it.
- 32:37I think that the...
- 32:40issue is, and there's another analyst called Benedict Evans, who I think
- 32:44probably made a better call on this than I did, where he said, well, the problem is
- 32:50that even if Apple is dominant, the process is safe and it's easy on the App
- 32:57Store.
- 32:58Consumers love it.
- 32:59No consumer is going to go off the App Store to the dodgy flea market with men in
- 33:04gray coats of saying, want to buy an app, when they can safely buy an app from the
- 33:08App Store.
- 33:10I think has a lot of momentum behind it as an idea.
- 33:13And that I think brings to bear the fundamental issues of capability within
- 33:23government and who did you have the right sorts of people who really were able to
- 33:28have the right kind of dialogue to get around the problems of corporate capture,
- 33:33which is what we saw with GDPR and have that conversation.
- 33:37And I don't think we did.
- 33:39So.
- 33:39So, I mean, that's a very long answer to say, it's quite hard.
- 33:49I'm not sure it's necessarily gonna serve European customers particularly well.
- 33:57I think what's hidden slightly below this is that these are all American companies.
- 34:01I mean, the rules are not written to discriminate against American companies,
- 34:05but it just so happens they're all American firms and will...
- 34:10continue to be if what we do is celebrate passing laws rather than building
- 34:13companies.
- 34:15One more question.
- 34:18You're pretty optimistic, it sounds like, both about the path of the technology, the
- 34:21business option, and working through these regulatory issues.
- 34:25What do you worry about?
- 34:26Where might you be wrong about any of these aspects that you think about?
- 34:31That's something that might put us on a bad path.
- 34:36You know that there are really interesting things that have happened that I wouldn't
- 34:41have predicted, like that a trained scientist running a major nation would
- 34:47shut down the nuclear program, as Angela Merkel did.
- 34:52I could run that tape a hundred times.
- 34:54I would always say she's not going to do it, and she did.
- 34:57So I guess I get...
- 35:04slightly concerned about the growing dominance of these firms.
- 35:14I mean, less so Nvidia.
- 35:15I mean, they're going off and making a lot of money because they're so far away from
- 35:18the customer.
- 35:20But the power and the capability that these companies will increasingly have,
- 35:26and then what that means in terms of their ability to
- 35:32control what's left of the public square and to do so in ways that aren't really in
- 35:41the interests of the people who live there.
- 35:43And I think that we've seen some aspects of that play out with the way targeted
- 35:47advertising works in the US and Facebook over not necessarily the last couple of
- 35:52years, but the years before that.
- 35:55I'm always a very simple man.
- 35:58And so I simply go back to...
- 36:01ideas of concentration of power, where, and wherever I see that processes and
- 36:10mechanisms that can reinforce concentration of power, it makes me
- 36:15nervous because I can't believe that if you are that powerful, you aren't somehow
- 36:22skewing the rules or taking a kind of shifty vig on the side that we don't know
- 36:28about.
- 36:29So where I could be wrong is that we don't put in things that slow down this
- 36:38agglomeration.
- 36:40And the other workplace I could be really wrong is whether it's even possible to
- 36:44slow it down.
- 36:45So some days I wake up and I think, I'm just not sure it's possible to slow it
- 36:48down.
- 36:48It doesn't matter that Google and Apple are a bit scared of Lena Khan at the
- 36:51moment and aren't buying companies.
- 36:53I don't think it's gonna slow down how quickly they grow.
- 36:58And I could also be wrong about that.
- 37:02What I'm not worried about so much is I'm not worried about AI accelerating and
- 37:11getting out of control.
- 37:11And the reason I'm not is because I think we technologically co-evolve systems to
- 37:17keep it safe, even if we can't co-evolve the regulatory systems as quickly.
- 37:23But yeah, but that's really...
- 37:25That's really about it.
- 37:27And of course, Kevin, I'm worried about the elections in the US and elsewhere.
- 37:31And I'm worried about, you know, what might happen with China and what might
- 37:35happen with Russia.
- 37:35I mean, those things are just background noise for 2024, really.
- 37:39They're the track to which we're going to be dancing.
- 37:42Absolutely.
- 37:43No, a lot out there to worry about a lot more that we could certainly talk about,
- 37:46but we're out of time at this point.
- 37:48Azim Azhar, thank you so much.
- 37:50Always great to hear from you and appreciate your sharing your perspectives
- 37:53with the road to accountable AI.
- 37:55That's been wonderful, Kevin.
- 37:56Thank you so much.