Latest / Trumponomics / Why the US Must Engage China on AI Safety Before It’s ‘Game Over’
Transcript
- 0:02Speaker 1: Bloomberg Audio Studios, podcasts, radio news. The fact is China
- 0:08Speaker 1: has cutting edge AI labs. There are only six months
- 0:11Speaker 1: behind the frontier in the US. And if they get
- 0:15Speaker 1: a really powerful model that can do cyber hacking, for example,
- 0:18Speaker 1: and they put it in their systems and their systems
- 0:20Speaker 1: are open source, it's game over. This is just going
- 0:23Speaker 1: to proliferate over all around the world. So that is
- 0:26Speaker 1: a very bad outcome. So let's try and be creative
- 0:29Speaker 1: about at least trying with China to talk to them.
- 0:32Speaker 1: You're going to need both sides to slow down. But
- 0:35Speaker 1: my point about the discussion in China, which I've came
- 0:37Speaker 1: into touch with when I was there, is that there
- 0:40Speaker 1: is at least a discussion and openness to think about safety.
- 0:44Speaker 1: The door is opened, just a crack, and so it's
- 0:46Speaker 1: up to American negotiators to go there and try and
- 0:49Speaker 1: give it a nudge and open it more.
- 0:59Speaker 2: I'm Stephanie Lander's head of Government and Economics at Bloomberg,
- 1:02Speaker 2: and this is Trumpnomics, the podcast that looks at the
- 1:05Speaker 2: economic world of Donald Trump, how he's already shaking up
- 1:08Speaker 2: the global economy. Modern Earth is going to happen next
- 1:15Speaker 2: last week we looked ahead to this week's summit between
- 1:18Speaker 2: the US and Chinese presidents and recording this on Tuesday,
- 1:22Speaker 2: May twelfth, and by the time you listen to this,
- 1:25Speaker 2: President Trump should already have touched down in Beijing ready
- 1:28Speaker 2: for what feels like a high stakes encounter on Thursday
- 1:33Speaker 2: with President Chi Jinping. Even though the expectations for concrete
- 1:37Speaker 2: policy outcomes, as we heard last week, are firmly under
- 1:40Speaker 2: control now. Along with trade, one of the big issues
- 1:43Speaker 2: hanging over that conversation will be US China competition in
- 1:48Speaker 2: advanced technologies and the race to dominate AI. Tesla's Elon
- 1:52Speaker 2: Musk and Apples. Tim Cook are in the group of
- 1:54Speaker 2: top executives Trump decided to invite with him to China,
- 1:58Speaker 2: and there is some mild speculation that President Trump might
- 2:01Speaker 2: further loosen the export controls on US cutting edge semiconductors
- 2:06Speaker 2: for Chinese companies. But the safety of this race, protecting
- 2:10Speaker 2: the world from the misuse of these increasingly powerful tools
- 2:15Speaker 2: both countries are now capable of producing, well, that doesn't
- 2:19Speaker 2: seem to be high on the agenda. This week's guest
- 2:22Speaker 2: on Trumpnomics thinks that is a big and potentially dangerous
- 2:26Speaker 2: missed opportunity. Sebastian Mallaby is a senior fellow at the
- 2:30Speaker 2: Council and Farm Relations, author of multiple award winning books,
- 2:34Speaker 2: and most recently of The Infinity Machine. Demisseivis Deep Mind
- 2:39Speaker 2: and the Quest for Superintelligence. I sat down with him
- 2:42Speaker 2: in our New York studio a few weeks ago now
- 2:45Speaker 2: to talk about his new book, The Future of AI
- 2:49Speaker 2: and the Role of China, which he has recently visited.
- 2:52Speaker 2: I think you'll find what he had to say fascinating,
- 2:56Speaker 2: whether hopeful or pretty alarming. Well, i'lli that to you. Sebastian. Welcome,
- 3:06Speaker 2: Thank you very much for being here in the flesh
- 3:08Speaker 2: in the New York studio, which is always fun. There's
- 3:12Speaker 2: so many themes coming out of your book, The Infinity Machine.
- 3:15Speaker 2: I wanted to start with something that we talk about
- 3:17Speaker 2: a fair bit on Trumpanomics, which is the impact of
- 3:21Speaker 2: AI on the economy, society, I guess especially jobs. But
- 3:25Speaker 2: I think given the themes of the book, and I
- 3:28Speaker 2: know things that you've been thinking about since it came out,
- 3:31Speaker 2: will move on fairly quickly to the question of safety.
- 3:34Speaker 2: How worried would we be about the pace of the
- 3:36Speaker 2: improvement in AI's capacity, but also how likely is it
- 3:40Speaker 2: that governments or anyone else will be able to bend
- 3:43Speaker 2: it to their will? Humanities will So first thing first,
- 3:48Speaker 2: we had a conversation with darren Os and Moglu about
- 3:51Speaker 2: it recently. I mean economists. I've noticed they tend to
- 3:54Speaker 2: divide into those who say, AI is going to have
- 3:58Speaker 2: a very radical impact on business models, on the economy,
- 4:02Speaker 2: on society, but that's going to take a long time
- 4:06Speaker 2: and we will have time to prepare. There's another group
- 4:09Speaker 2: who say, no, no, this is all going to happen
- 4:11Speaker 2: much sooner, but it will probably be less seismic. You
- 4:16Speaker 2: had all these years researching this book really up close,
- 4:20Speaker 2: looking at the evolution of this technology. What's your best
- 4:23Speaker 2: guess on that?
- 4:24Speaker 1: Yeah. I think the second view, which is that there'll
- 4:26Speaker 1: be an explosion in the power of the models and
- 4:29Speaker 1: it will immediately affect the economy, is put about by
- 4:32Speaker 1: the technologists who are just focused on the algorithms and
- 4:36Speaker 1: on the models and what the base model can do,
- 4:38Speaker 1: and it completely underestimates the rollout challenges. If you think
- 4:43Speaker 1: about this idea of recursive self improvement, which preoccupies a
- 4:47Speaker 1: lot of people in Silicon Valley, once you've got a
- 4:49Speaker 1: machine that is good enough to write the code for
- 4:52Speaker 1: the next iteration of the machine, and then it recursively
- 4:55Speaker 1: self improves. It'll just explode upwards. And that is true
- 4:59Speaker 1: so far as the computer science goes. It's not remotely
- 5:02Speaker 1: true as far as actually applying it to the real
- 5:04Speaker 1: economy goes, because you need to build the computing capacity
- 5:07Speaker 1: to serve those models. So you need all the chips,
- 5:11Speaker 1: and there's a shortage of chips. You then need all
- 5:12Speaker 1: the power to fuel all those chips. The people who
- 5:16Speaker 1: are in the center of this a talking about having
- 5:18Speaker 1: to launch data centers in space. That just gives you
- 5:21Speaker 1: a sense of how difficult this is going to be.
- 5:23Speaker 1: And that's not to say anything about the institutional frictions
- 5:26Speaker 1: of integrating AI into say a law firm or a
- 5:30Speaker 1: bank or whatever. I mean, that's a non trivial challenge.
- 5:33Speaker 1: You've got to get all your clients to sign off
- 5:35Speaker 1: on the confidentiality of their information and so forth. So
- 5:38Speaker 1: I do think that rolling it out such that it
- 5:40Speaker 1: makes a difference in terms of job displacement or productivity
- 5:43Speaker 1: is more kind of a decade plus than it is
- 5:45Speaker 1: a kind of three to five year thing.
- 5:47Speaker 2: And on your point about the exponential improvement, I guess
- 5:50Speaker 2: the other thing and the colleagues who are much more
- 5:52Speaker 2: focused on this than the economics team have also said
- 5:55Speaker 2: this to me that when you think about sort of
- 5:58Speaker 2: pie chart of all the kinds of time asks that
- 6:00Speaker 2: humans do that are part of the workplace, that exponential
- 6:04Speaker 2: improvement is really only in a certain subset of those tasks,
- 6:08Speaker 2: and there are other areas where they're really quite far
- 6:10Speaker 2: behind that are quite important for jobs. Yeah.
- 6:12Speaker 1: Another way of saying the same thing is that there
- 6:15Speaker 1: are sectors which are probably going to be quite difficult
- 6:18Speaker 1: to disrupt, and the public sector is pretty slow at
- 6:20Speaker 1: adopting tech, and that's a pretty big chunk of some economies,
- 6:24Speaker 1: right construction, healthcare. There's a whole slew of economic sectors
- 6:30Speaker 1: which don't seem to be very right for disruption at all.
- 6:33Speaker 1: And then the ones that are right for disruption the
- 6:35Speaker 1: archetypical people working on a screen doing knowledge work and analysis,
- 6:39Speaker 1: which is very similar to what AI does. As I say,
- 6:42Speaker 1: you've got to get the customers okay with it, and
- 6:46Speaker 1: that's quite a challenge.
- 6:48Speaker 2: Railways is the example that's often used, and it takes
- 6:51Speaker 2: a long time for business models to adapt to that.
- 6:54Speaker 2: If I think of something like the smartphone, which is
- 6:57Speaker 2: extraordinarily new by historical standards, less than a decade old,
- 7:02Speaker 2: day to day, all of us have been transformed by that.
- 7:05Speaker 2: So is it comparable to that that it's not necessarily
- 7:08Speaker 2: having a big change on the economy or on productivity,
- 7:10Speaker 2: but day to day we're all being affected really quite quickly.
- 7:14Speaker 1: Yeah. I think there's a lot of truth of that.
- 7:15Speaker 1: That people will be using it. They already are using it.
- 7:18Speaker 1: It'll occupy quite a lot of their headspace, but it's
- 7:22Speaker 1: not necessarily making them more productive. One of my favorite
- 7:25Speaker 1: stories about the anthropic agent agentic system, which was out
- 7:30Speaker 1: in January of this year. This is before Mythos, but
- 7:33Speaker 1: the earlier one. People got very excited about, Oh, this
- 7:36Speaker 1: agent can organize my email, it can create a bespoke
- 7:39Speaker 1: new summary for me in the morning. And so a
- 7:42Speaker 1: friend of mine was implementing all these productivity enhancing hacks,
- 7:46Speaker 1: and finally, after doing about four of these, she said
- 7:49Speaker 1: to the agent, would you please now sync up my
- 7:53Speaker 1: calendar such that you check that the train timetables on
- 7:58Speaker 1: average are not too late, or some sort of extra
- 8:00Speaker 1: productivity thing to which Anthropic answered or Claude answered, Are
- 8:05Speaker 1: you sure you're not just giving me this taskause you're
- 8:07Speaker 1: trying to avoid your own work, you know? So, I mean,
- 8:11Speaker 1: I do think there's a difference between the excitement around
- 8:15Speaker 1: it and the adoption of it to actually make you
- 8:18Speaker 1: more productive. And then even in science, Alpha fold, which
- 8:22Speaker 1: was the deep mind system published in twenty twenty end
- 8:25Speaker 1: of twenty twenty for which de mister Sabis got the
- 8:28Speaker 1: Nobel Prize, which unraveled protein folding. This was said at
- 8:32Speaker 1: the time to be the breakthrough for faster drug discovery,
- 8:36Speaker 1: and it probably will be over the longer term. But
- 8:39Speaker 1: now we're six years later, there isn't a single drug
- 8:41Speaker 1: that's been discovered thanks to alpha fold. Not to say
- 8:44Speaker 1: that there hasn't been progressed, because now there's a much
- 8:46Speaker 1: more sophisticated build out of alpha fold, with other aspects
- 8:50Speaker 1: of the drug discovery process being automated by AI. So
- 8:54Speaker 1: I think on a kind of ten to fifteen year horizon,
- 8:57Speaker 1: yes it will massively accelerate drug discovery, but on a
- 9:00Speaker 1: six year horizon hasn't.
- 9:02Speaker 2: That's a really interesting example. There is a wonderful one
- 9:04Speaker 2: of the good documentaries about that whole period. It's almost
- 9:07Speaker 2: a sort of companion to your book or a part
- 9:09Speaker 2: of your book. But there's a wonderful bit of footage
- 9:11Speaker 2: where they have decided to just identify all of the
- 9:15Speaker 2: proteins and then and just put them onto the Internet
- 9:17Speaker 2: and have them allow researchers anywhere to access them. And
- 9:20Speaker 2: they're watching in real time the uploads from all over
- 9:24Speaker 2: the world on a map of the world, and it's
- 9:26Speaker 2: very moving because you're sort of seeing in India and
- 9:28Speaker 2: Africa or all these researchers a lot more than they
- 9:30Speaker 2: thought in the space of a few hours uploading all
- 9:32Speaker 2: this information. But it's fascinating to hear that they have
- 9:35Speaker 2: not actually produced any new drugs on the back of it.
- 9:38Speaker 2: I mean that goes to something and we move into
- 9:40Speaker 2: the broader sort of policy and safety territory a little bit.
- 9:43Speaker 2: But Darrenus and Moglu was on the show recently and
- 9:48Speaker 2: I was checking in with him because we talked to
- 9:51Speaker 2: him over time on this very issue, and his focus
- 9:55Speaker 2: and his advice to governments had been to think about
- 10:00Speaker 2: out you can't alter the nature of the technology, but
- 10:02Speaker 2: you can change the way it's adopted, and that it
- 10:05Speaker 2: was adoption was going to be the main thing that
- 10:08Speaker 2: determined how jobs were affected, whether you're enhancing productivity of
- 10:15Speaker 2: humans or merely just allowing businesses to replace humans. I
- 10:19Speaker 2: later have a conversation with Jason Furman about that, the
- 10:21Speaker 2: former head of the Council of Economic Advisors, and he
- 10:23Speaker 2: thought that was just completely wishful thinking that you can't
- 10:25Speaker 2: tilt the technology even to that extent that you can
- 10:28Speaker 2: encourage it to be more complementary to labor as opposed
- 10:31Speaker 2: to just substituting for labor. So what do you think
- 10:33Speaker 2: about that?
- 10:35Speaker 1: You know, I think in a race dynamic where you
- 10:36Speaker 1: have multiple labs in multiple countries producing this stuff, the
- 10:40Speaker 1: idea that you're going to control all of them in
- 10:43Speaker 1: some direction that makes the technology complementary to labor, not replacing,
- 10:49Speaker 1: does strike me. I'm kind of on Jason's side on that.
- 10:51Speaker 1: The other thing to say is that the labs are
- 10:53Speaker 1: going to create what the consumers want, and if the
- 10:56Speaker 1: consumer's meaning in some cases the business consumers, the enterprises
- 11:00Speaker 1: have an opportunity to replace labor, they want to take that,
- 11:03Speaker 1: and if they don't, their competitors and some other country will,
- 11:06Speaker 1: And so that the laws of competition and capitalism, I
- 11:10Speaker 1: think are very much on Jason's side.
- 11:12Speaker 2: I think part of that is this dynamic which is
- 11:14Speaker 2: also very relevant to the book of the race with
- 11:18Speaker 2: other countries, particularly the race with China. But if you're
- 11:22Speaker 2: a country, if you're the UK for example, or could
- 11:26Speaker 2: be any European country that's not necessarily going to be
- 11:28Speaker 2: at the forefront of the technology, but clearly does want
- 11:31Speaker 2: to be at the forefront or close to the front
- 11:35Speaker 2: in adoption in a way that also helps the economy,
- 11:38Speaker 2: helps their workers. Is there any advice from your book
- 11:42Speaker 2: or from the research that you've done that you would
- 11:45Speaker 2: have for government who are trying to do that?
- 11:47Speaker 1: Yeah, very much. I mean, I think there is a
- 11:48Speaker 1: lot of commentators, especially in Britain, draw exactly the wrong
- 11:52Speaker 1: lesson about the story of deep Mind. So the classic
- 11:56Speaker 1: complaint is deep Mind is a British company founded in London,
- 12:00Speaker 1: and main founder is British. She's very patriotic about it.
- 12:03Speaker 1: He refuses to move to Silicon Valley, and it turns
- 12:06Speaker 1: out to be the most consequential sort of pioneer AI
- 12:09Speaker 1: lab in the world. That's amazing, But these idiots sell
- 12:12Speaker 1: it to Google in twenty fourteen and it becomes a
- 12:15Speaker 1: subsidiary of an American company, and that's terrible, and I
- 12:19Speaker 1: think that's wrongheaded in the sense that really the sale
- 12:21Speaker 1: to Google by deep Mind in twenty fourteen was a trick,
- 12:25Speaker 1: one could say, to get the American parent to pour
- 12:28Speaker 1: nearly a billion dollars a year of research and development
- 12:31Speaker 1: money into London, with enormous spill of effects for the
- 12:34Speaker 1: tech ecosystem in London. So I think that's a win
- 12:37Speaker 1: for Britain. The company stayed in London, the founder stayed
- 12:40Speaker 1: in London. That's great for Britain. What was terrible for Britain,
- 12:44Speaker 1: and about which Britain should beat itself up mightily, is
- 12:48Speaker 1: that My book also tells the story of deep Mind
- 12:50Speaker 1: trying to help the National Health Service, and both Demis's
- 12:54Speaker 1: mother trained as as a nurse, his co founder, me
- 12:56Speaker 1: Stuffer Sulliman, his mother trained as a nurse. For this reason,
- 13:00Speaker 1: they really wanted to help the NHS. They were willing
- 13:03Speaker 1: to do it pro bono for the first five years,
- 13:06Speaker 1: and they started helping and rolling out AI algorithms that
- 13:09Speaker 1: recognized early signs of blindness, early signs of cancer. This
- 13:13Speaker 1: was just super positive, helpful stuff that was going to
- 13:16Speaker 1: save the NHS time and help h based patients, and
- 13:19Speaker 1: it got blown up by a stupid backlash over privacy
- 13:23Speaker 1: or privacy depending on which side of the Atlantic youuron,
- 13:26Speaker 1: which I mean, I really kicked the tires on this.
- 13:28Speaker 1: The complaint about leaks of patient data were fictitious and
- 13:33Speaker 1: so Britain because of this political climate of suspicion of tech,
- 13:37Speaker 1: particularly suspicion of the subsidiary of the American tech company,
- 13:41Speaker 1: created such a backlash against this collaboration between the NHS
- 13:45Speaker 1: and deep Mind that both the doctors and the computer
- 13:49Speaker 1: scientists at deep Mind got cold feet and the collaboration collapsed,
- 13:53Speaker 1: and Britain could have been really the cutting edge country
- 13:56Speaker 1: in the world on medical AI and they blew it.
- 14:00Speaker 2: Putting together the two pieces of what you said, they
- 14:03Speaker 2: are related because one of the reasons that there was
- 14:05Speaker 2: a lack of trust was the foreign ownership, the US ownership,
- 14:09Speaker 2: and particularly the association with major tech companies in Silicon
- 14:14Speaker 2: Valley who have not necessarily earned our trust. Many people
- 14:18Speaker 2: would say, over the last twenty years, they've made promises
- 14:22Speaker 2: about privacy, about sharing of information that have been broken.
- 14:26Speaker 2: Every single tech company has broken them, including Google. They
- 14:30Speaker 2: have changed their terms on which even they were developing AI.
- 14:34Speaker 2: In different cases there were promises even that had been
- 14:37Speaker 2: built originally into the deep Mind Charter around safety and
- 14:41Speaker 2: other things, which then got overridden as they needed just
- 14:45Speaker 2: more and more money from the parents. So it seems
- 14:47Speaker 2: to me, yes, in principle it would have been great
- 14:50Speaker 2: to have the UK on the cutting edge, but also
- 14:53Speaker 2: completely understandable that having given tech companies a benefit of
- 14:57Speaker 2: the doubt of various other times and rather regressed that
- 15:00Speaker 2: they wouldn't want to do it in the case of
- 15:01Speaker 2: this very sensitive subject.
- 15:03Speaker 1: Yeah, that's all true. At the same time, it would
- 15:05Speaker 1: have been nice if the critics looked at the specifics
- 15:08Speaker 1: or what was going on in this collaboration between deep
- 15:11Speaker 1: Mind and the National Health Service, and if they'd look
- 15:13Speaker 1: more carefully the specifics, they would have seen that this
- 15:16Speaker 1: was positive for Britain. And if you just have a
- 15:18Speaker 1: blanket view that anything to do with American tech is
- 15:21Speaker 1: ipso facto a matter of suspicion because there's been bad
- 15:25Speaker 1: behavior in other instances, I'm not in favor of that.
- 15:28Speaker 1: I think that Britain did miss an opportunity there, but
- 15:30Speaker 1: I think the issue that arises out of this is
- 15:32Speaker 1: that it's in the interest of the tech companies, especially
- 15:35Speaker 1: now with this super powerful technology AI, to get governance right,
- 15:40Speaker 1: to be proactive in inviting governments with democratic legitimacy to
- 15:46Speaker 1: hold sway over the technology. Because if you just take
- 15:49Speaker 1: it unto yourself as a youngish startup and you say
- 15:53Speaker 1: this is how healthcare is going to evolve, I'm doing it,
- 15:56Speaker 1: it's not legitimate and people won't accept it.
- 15:58Speaker 2: I mean, some of this gets to that sort of
- 16:01Speaker 2: broader question of our degree of control and also the
- 16:05Speaker 2: degree to which any of the people involved in this
- 16:08Speaker 2: can shape the outcome in line with what they themselves
- 16:11Speaker 2: want when they're in the competitive context. You have a
- 16:15Speaker 2: very striking phrase in your book towards the end, as
- 16:17Speaker 2: inventors dream of shaping the technology that they create, often
- 16:21Speaker 2: the technology shapes them. The technology plus the business, political,
- 16:24Speaker 2: and geopolitical currents that it unleashes. There's a bit in
- 16:28Speaker 2: your book where it starts to feel I felt like
- 16:30Speaker 2: it's some of the historical analysis that you see of
- 16:33Speaker 2: the start of World War One. You have everyone individually
- 16:37Speaker 2: in your story had potentially the right incentives. Was very
- 16:43Speaker 2: focused on being careful, identifying risks ahead of time, managing
- 16:48Speaker 2: them ahead of time, not inflicting things on society before
- 16:52Speaker 2: we were ready for them. The end result has not
- 16:54Speaker 2: been that at all.
- 16:56Speaker 1: That's right. The central character in my book, demister Sabez,
- 17:00Speaker 1: is a good person, has good values, but whether he
- 17:04Speaker 1: can actually do good even if he is good, is
- 17:07Speaker 1: the central conundrum. And he really wanted to make things safer.
- 17:11Speaker 1: That's why he fought a secret three year war with
- 17:13Speaker 1: Google trying to force them to put more safety guardrails
- 17:17Speaker 1: around AI. That's why he suggested to Rishie Sunak the
- 17:21Speaker 1: idea of a Bletchley Park AI safety conference, which happened
- 17:25Speaker 1: in late twenty twenty three. So he does care about safety,
- 17:29Speaker 1: but when other labs are willing to go fast, there
- 17:33Speaker 1: isn't much a single AI leader can do. And what,
- 17:36Speaker 1: of course that points you to is that the collective
- 17:38Speaker 1: action problem needs to be solved by government.
- 17:41Speaker 2: But what we've seen in a lot of these cases
- 17:44Speaker 2: is the researchers involve the companies involved say, yes, we
- 17:48Speaker 2: think it's very important to have a collective agreement. But
- 17:51Speaker 2: if a government comes along with concrete rules, whether it's
- 17:54Speaker 2: the I'm sure you probably feel strong about but the
- 17:57Speaker 2: EU Internet Safety Rules or AI Safety rules. President Biden
- 18:02Speaker 2: had a rather different set of rules. There tends to
- 18:05Speaker 2: be the response, how could governments possibly understand this technology?
- 18:09Speaker 2: We want some agreement, but not this one. So how
- 18:11Speaker 2: do you solve that?
- 18:12Speaker 1: Yeah, look, you're right that you know at the moment
- 18:15Speaker 1: there is lots of state level initiatives to regulate AI
- 18:19Speaker 1: in the US, and for example, open AI is actually
- 18:22Speaker 1: funding the opposition to those regulatory efforts. So there is
- 18:25Speaker 1: hypocrisy sometimes.
- 18:26Speaker 2: And after the fact they often say yes, actually it's
- 18:29Speaker 2: quite good and we've adopted it, but they never want
- 18:30Speaker 2: it in advance.
- 18:32Speaker 1: Yeah. On the other hand, there is a counterexample, which
- 18:34Speaker 1: is that in the Biden administration when they set up
- 18:38Speaker 1: the AI Safety Institute, and it included a mandatory requirement
- 18:43Speaker 1: for all the frontier labs to submit their models to
- 18:46Speaker 1: this institute for review. The institute didn't have a veto,
- 18:49Speaker 1: which it should have done in my view, but still
- 18:52Speaker 1: it was mandatory to submit. And I've spoken to the
- 18:56Speaker 1: Biden people who created that executive order and they say
- 19:00Speaker 1: that there was zero resistance from the labs. All the
- 19:04Speaker 1: labs work more in the mode of saying, look, you
- 19:07Speaker 1: need to be aware something's coming down the pike. It's
- 19:10Speaker 1: very powerful. You need to get ahead of it. And
- 19:12Speaker 1: when they did get ahead of it, or they started
- 19:14Speaker 1: to at least move on it, there wasn't resistance. That's
- 19:17Speaker 1: what the Biden people say, So I think it depends.
- 19:20Speaker 1: It's a bit like with Google and deep Mind and
- 19:23Speaker 1: the National Health Service in Britain. There can be good
- 19:25Speaker 1: instances of technology company behavior. And again, if we paint
- 19:29Speaker 1: this is true of anything, like if you paint the
- 19:31Speaker 1: Chinese as uniformly bad, you can never collaborate with them
- 19:35Speaker 1: on anything, and that's actually a bad outcome in itself.
- 19:38Speaker 1: Same with the tech companies.
- 19:40Speaker 2: Mentioned China in a US context and the group of
- 19:43Speaker 2: companies that you're writing about in your book. I could
- 19:45Speaker 2: totally see how you have a kind of circle of
- 19:47Speaker 2: trust among those companies and shared incentives. But the thing
- 19:51Speaker 2: that I think God in the way then and gets
- 19:53Speaker 2: in the way often in practice, is this fear of
- 19:56Speaker 2: China the outsider, which is not necessarily part of this system.
- 20:00Speaker 2: And if you want to not be applying the breaks,
- 20:03Speaker 2: if you want to not have these kind of control,
- 20:04Speaker 2: all you need to say is what China is going
- 20:06Speaker 2: to get ahead of us.
- 20:07Speaker 1: Yeah. So what I think about that is that the
- 20:10Speaker 1: West really needs to remember what happened in the Cold War.
- 20:14Speaker 1: What happened in the Cold War in the nineteen fifties
- 20:16Speaker 1: was you had simultaneously very moments of extreme tension, the
- 20:20Speaker 1: Hungarian uprising, Soviet tanks going to Hungary. You have the
- 20:24Speaker 1: Sewis Canal crisis at the same time, which prompts the
- 20:27Speaker 1: Soviets to actually threaten the West with nuclear attack because
- 20:30Speaker 1: of the Sewis intervention was viewed as imperiodists by the Russians.
- 20:34Speaker 1: And simultaneously with those events you had the creation of
- 20:38Speaker 1: the IAEA, the Institute for Atomic Energy and forgetting them
- 20:44Speaker 1: but basically counting all the nuclear material and trying to
- 20:47Speaker 1: prevent the nuclear material from going into loose nukes. Then
- 20:50Speaker 1: in the sixties you get the Cuban missile crisis, enormously
- 20:54Speaker 1: tense moment, and six years later you get the Nuclear
- 20:56Speaker 1: Non Proliferation Treaty. So you can do what Reagan said,
- 21:00Speaker 1: which is sort of trustpor verified, do arms control, even
- 21:03Speaker 1: if there is competition with China. And when I went
- 21:06Speaker 1: to China in March, because my book came out there
- 21:09Speaker 1: first and spent eight days talking to AI leaders, both
- 21:12Speaker 1: in academia and in the private sector. It was stunning
- 21:15Speaker 1: to me how often they raised the subject of safety spontaneously.
- 21:19Speaker 1: They would say, these agents are becoming powerful. We have
- 21:22Speaker 1: a window of opportunity before they are too powerful to
- 21:25Speaker 1: make them aligned with human incentives. The government should be
- 21:28Speaker 1: warning people about dangers with these models. And in fact,
- 21:32Speaker 1: while I was there, open Claw, this open source agent,
- 21:36Speaker 1: which is not a good thing to put in your
- 21:38Speaker 1: computer because it can do whatever it wants with all
- 21:40Speaker 1: of the data that was being downloaded by Chinese mums
- 21:44Speaker 1: and pups onto their laptops, and the government warned them
- 21:47Speaker 1: not to. So the idea that China doesn't care about
- 21:50Speaker 1: safety is wrong. There is a debate there, and they
- 21:53Speaker 1: love regulating the Internet. That's what they're very good at
- 21:56Speaker 1: in China. So why wouldn't we talk to them and say,
- 21:59Speaker 1: look to probably compete on a sort of grand geostrategic
- 22:03Speaker 1: military level, but we don't want this technology leaking out
- 22:08Speaker 1: all over the world and being used by terrorists, criminals,
- 22:12Speaker 1: nonstate actors to crash the web and do cyber hacking
- 22:16Speaker 1: and build a bio weapon. Nobody wants that.
- 22:31Speaker 2: You talked about the importance of trust earlier. I guess
- 22:33Speaker 2: the question is have we got to a point with
- 22:35Speaker 2: China where there is enough trust? I mean, the comparison
- 22:38Speaker 2: with Russia is an interesting one, and that you could
- 22:40Speaker 2: say in a sense that was a semi stable equilibrium.
- 22:44Speaker 2: The trust to verify was one of the things that
- 22:45Speaker 2: made it stable, but it was an established competition of superpowers.
- 22:50Speaker 2: China is a much more in flux. We've had administrations
- 22:54Speaker 2: have quite different approaches to controlling or competing or working
- 22:59Speaker 2: with China. A lot of people will even listen to
- 23:02Speaker 2: what you've said about your trip and say yes, they
- 23:04Speaker 2: discourage their own people from using these things, just as
- 23:07Speaker 2: they have much tougher controls on social media with their
- 23:09Speaker 2: own population, and they don't tend to be so worried
- 23:13Speaker 2: when they export all these products to the rest of
- 23:15Speaker 2: the world. So do you think there's trust.
- 23:16Speaker 1: That I think at a high level, what we should
- 23:19Speaker 1: first get on the table is that the alternative to
- 23:22Speaker 1: not even trying with China is that we just resign
- 23:25Speaker 1: ourselves to having AI go viral all over the world
- 23:30Speaker 1: with zero controls. The fact is China has cutting edge
- 23:33Speaker 1: AI labs. There are only six months behind the frontier
- 23:36Speaker 1: in the US. And if they get a really powerful
- 23:39Speaker 1: model that can do cyber hacking, for example, and they
- 23:42Speaker 1: put it in their systems, and their systems are open source,
- 23:45Speaker 1: it's game over. This is just going to proliferate over
- 23:48Speaker 1: all around the world. So that is a very bad outcome.
- 23:50Speaker 1: So let's try and be creative about at least trying
- 23:53Speaker 1: with China to talk to them. And I think the
- 23:56Speaker 1: notion that it was easier in the Cold War not really.
- 23:59Speaker 1: I mean, look, Krischev was this sort of mercurial, unpredictable,
- 24:03Speaker 1: semi stable l leader, and the Russians would go to
- 24:05Speaker 1: the UN and take their shoes off and bang them
- 24:07Speaker 1: on the table. It was not an easy relationship in
- 24:10Speaker 1: the sixties, right, and yet there was the nuclear non
- 24:13Speaker 1: Proliferation Treatise. I really don't think we should give up.
- 24:16Speaker 2: Okay. So the latest example we've had, and we've discussed
- 24:19Speaker 2: it while back on Trumponomics, is mythos And there's obviously
- 24:24Speaker 2: been a care in the way that it's been introduced,
- 24:29Speaker 2: controls on who can have it. I know you feel
- 24:31Speaker 2: strongly about the difference between the sort of safety differences
- 24:35Speaker 2: between open source and closed source technologies, talk us through
- 24:39Speaker 2: how some of the stuff we've just been talking about,
- 24:41Speaker 2: how that's been illuminated or not by the example of Mythos. Yeah.
- 24:45Speaker 1: So I think what's happened here is that whilst there
- 24:48Speaker 1: was progress towards some AI safety regulation by governments in
- 24:53Speaker 1: twenty twenty three and twenty twenty four, with national AI
- 24:56Speaker 1: safety institutes being set up in multiple countries, a meeting
- 24:59Speaker 1: of all those institutes in San Francisco in the fall
- 25:03Speaker 1: of twenty twenty four, Once President Trump came into office,
- 25:07Speaker 1: the whole system shifted towards acceleration, competition, and the momentum
- 25:14Speaker 1: for regulation diet even though the technology itself was speeding ahead.
- 25:20Speaker 1: So now we find ourselves in twenty twenty six and
- 25:22Speaker 1: what we all knew was going to happen has happened.
- 25:25Speaker 1: There is a model that, if in the wrong hands,
- 25:28Speaker 1: could be used to basically steal everybody's money from their
- 25:31Speaker 1: online bank accounts, crash internet systems, control dams, and so forth.
- 25:36Speaker 1: Is a pretty scary prospect, and there is no government
- 25:40Speaker 1: mechanism to stop that from leaking out, and there's no
- 25:44Speaker 1: international mechanism because you need to do it internationally because
- 25:47Speaker 1: this will be copied by the Chinese at some point,
- 25:50Speaker 1: so it's a big problem. So Anthropics response to this
- 25:53Speaker 1: is to say, there's no governmental governance, so we're going
- 25:57Speaker 1: to do private governance. We Anthropic, a five year old
- 26:00Speaker 1: startup in San Francisco, are going to arrogate unto ourselves,
- 26:04Speaker 1: the power to say these are the forty entities that
- 26:06Speaker 1: will get access to this technology, and the rest of you,
- 26:10Speaker 1: cyber peons, you're outside the castle, outside our protection, and
- 26:14Speaker 1: you can just stuff it. I don't think that's a
- 26:17Speaker 1: sustainable position for a private company to be in, to
- 26:20Speaker 1: be the arbiter of who is safe on the Internet
- 26:22Speaker 1: and who isn't. But it's fort demurur. It's like there
- 26:25Speaker 1: is no governance from the government, We're left with this
- 26:28Speaker 1: private solution, which is not sustainable. So I think what
- 26:31Speaker 1: this is a wake up call in terms of our
- 26:34Speaker 1: earlier conversation is we don't have an alternative but to
- 26:36Speaker 1: try and do something with China because they have these
- 26:40Speaker 1: open source labs which are putting this AI into everybody's
- 26:45Speaker 1: hands in a way that is totally not controlled. So
- 26:49Speaker 1: it's not theoretical now that we might have an AI
- 26:52Speaker 1: that's dangerous. We have one that's dangerous. So I think
- 26:55Speaker 1: mythos is a wake up call, and looking back at
- 26:58Speaker 1: the history of AI in my book, there are other
- 27:00Speaker 1: moments when private labs thought that they could do governance themselves.
- 27:05Speaker 1: Open AI thought that it had a kind of for profit,
- 27:09Speaker 1: nonprofit capitalist hybrid that would make it all safe. It
- 27:13Speaker 1: didn't work. Deep Mind tried the same thing with Google.
- 27:16Speaker 1: It didn't work. Basically, individual labs just can't deliver governance.
- 27:20Speaker 1: It needs to be government.
- 27:22Speaker 2: If you think that the open source putting and putting
- 27:27Speaker 2: open source technology into people's hands is probably the single
- 27:30Speaker 2: most dangerous thing around at this level of technology, and
- 27:33Speaker 2: China is still doing that despite, as you say, being
- 27:36Speaker 2: so concerned about safety. Doesn't that suggest that there's the
- 27:40Speaker 2: same dynamic operating in China that despite much talk and
- 27:43Speaker 2: concern about safety, they are still hardwired to be moving ahead. Yeah.
- 27:49Speaker 1: I think there's a couple of things there. I mean,
- 27:50Speaker 1: one is that any lab that is not right at
- 27:54Speaker 1: the frontier can't compete by telling customers we've got the
- 27:58Speaker 1: best technology. So they compete by saying my technology is
- 28:02Speaker 1: more available to you. You can download it into your
- 28:04Speaker 1: server and do whatever you want with it. And that's
- 28:07Speaker 1: what Meta does in the US their open source, that's
- 28:10Speaker 1: what Mistra does in France they are open source. And
- 28:13Speaker 1: that's what all the Chinese labs do because all of
- 28:16Speaker 1: these players have in common the fact that they are
- 28:18Speaker 1: not one of the big three anthropic open AI Google
- 28:22Speaker 1: Deep Mind, and so this is just what followers do,
- 28:26Speaker 1: and to stop them from doing that again you need
- 28:28Speaker 1: some government action. And yes, the Chinese do have a
- 28:33Speaker 1: sort of race mentality. They do want to build AI
- 28:36Speaker 1: as fast as possible because they're frightened the falling behind
- 28:39Speaker 1: the West, and that's just the normal, natural, obvious thing
- 28:42Speaker 1: for them to do. In the face of an American
- 28:45Speaker 1: leadership which is also racing, you're going to need both
- 28:48Speaker 1: sides to slow down. But my point about the discussion
- 28:51Speaker 1: in China, which I've i came in to touch with
- 28:55Speaker 1: when I was there, is that there is at least
- 28:57Speaker 1: a discussion and openness to think about safe. The door
- 29:00Speaker 1: is opened, just a crack, and so it's up to
- 29:02Speaker 1: American negotiators to go there and try and give it
- 29:05Speaker 1: a nurge and open it more.
- 29:06Speaker 2: It's very striking to me the conversations about AI safety,
- 29:10Speaker 2: the Bletchley summit that Chally Soon I had, there was
- 29:13Speaker 2: a lot of focus on killer robots, existential threats, the
- 29:17Speaker 2: sort of much darker potential scenarios, the elimination of humanity,
- 29:22Speaker 2: all of those things, And there was a general feeling
- 29:25Speaker 2: in the industry and even among some policymakers that the
- 29:28Speaker 2: focus on that was to some extent counterproductive because it
- 29:33Speaker 2: was distracting from the sort of short term things that
- 29:35Speaker 2: actually might cause us more harm and the impact of
- 29:40Speaker 2: chatbots on children, all of those kind of things. It
- 29:43Speaker 2: feels like we've now swung completely in favor of thinking
- 29:47Speaker 2: about those things, those kind of social harms. Even today
- 29:52Speaker 2: we had a devastating story about AI generated child porn
- 29:56Speaker 2: and how that's making extremely difficult for investigators to to
- 30:00Speaker 2: identify the true abuse of children and the footage and
- 30:05Speaker 2: just well, you we get very depressed reading it. But
- 30:08Speaker 2: sort of ironic to me that just as we've been
- 30:10Speaker 2: focused on those social harms, actually those slightly more existential
- 30:15Speaker 2: harms have become all the risks have become much greater.
- 30:19Speaker 1: Yeah, I mean, I think that the existential risks are
- 30:23Speaker 1: still there. And when I talked to Demissabis, as I
- 30:27Speaker 1: did again this week, he still worries about that stuff
- 30:30Speaker 1: both and by existential, what I really mean is two things.
- 30:33Speaker 1: First is that bad guys get the technology and do
- 30:36Speaker 1: something really catastrophic with it, build a bioweapon, do an
- 30:39Speaker 1: enormous cyber attack which bloods a city by hacking a
- 30:42Speaker 1: dam or something. Second, the machine itself goes rogue and
- 30:46Speaker 1: starts attacking humans. And I always thought while I was
- 30:49Speaker 1: writing this book that that second thing was science fiction nonsense.
- 30:53Speaker 1: The machines will be more intelligent than humans, but they
- 30:57Speaker 1: don't have a motive to attack humans because not evolved
- 31:01Speaker 1: to survive. Unlike humans, we're always watching out for the
- 31:04Speaker 1: lion on the savannah because we want to pass on
- 31:06Speaker 1: our DNA. Machines don't have DNA. But then I had
- 31:09Speaker 1: this rather disturbing conversation with the computer scientist Jeffrey Hinton.
- 31:13Speaker 1: I went up to Toronto and sat in his kitchen
- 31:15Speaker 1: for two hours, and he said to me, look, supposing
- 31:17Speaker 1: you have an AI which is very powerful, but you're
- 31:20Speaker 1: worried that the enemy AI will attack it. What are
- 31:22Speaker 1: you going to do? You're going to tell your AI
- 31:24Speaker 1: to defend itself if you see the attack coming, counterattack.
- 31:27Speaker 1: Make sure you don't get killed. You've just given it
- 31:30Speaker 1: a survival instinct. So now are you so comforted, Sebastian,
- 31:35Speaker 1: do you think that AI won't have a survival instinct.
- 31:38Speaker 1: I think this existential stuff is real. It can be
- 31:42Speaker 1: addressed by engineering what they call alignment into the models,
- 31:46Speaker 1: where you're basically giving instructions to the system not to
- 31:52Speaker 1: turn against humans. And that's an engineering challenge which I
- 31:55Speaker 1: think properly is solvable, but you need time to solve it.
- 31:59Speaker 1: And the thing about alignment is that what we really
- 32:02Speaker 1: care about is aligning not necessarily today's model, but the
- 32:05Speaker 1: the tougher, more dangerous, more powerful one which we might
- 32:08Speaker 1: have in six months or a year. And you can't
- 32:10Speaker 1: invent the alignment of the future model until you've got
- 32:14Speaker 1: it in the lab and now you're trying to align it.
- 32:17Speaker 1: So the faster that progress goes, the less likely we
- 32:20Speaker 1: are to do alignment. And that's another reason why we
- 32:23Speaker 1: need government controls.
- 32:24Speaker 2: The government we have currently, as you pointed out, the
- 32:28Speaker 2: US administration, and obviously it's the US government that's going
- 32:30Speaker 2: to have the biggest influence by definition on this at
- 32:33Speaker 2: the moment, is one that is not minded towards safety,
- 32:38Speaker 2: is very focused on the arms race aspect with China.
- 32:41Speaker 2: Given what you've been saying about the pace of change,
- 32:43Speaker 2: the fact that we already have potentially enormously damaging instruments
- 32:48Speaker 2: that could be tomorrow in the wrong people's hands, is
- 32:53Speaker 2: it going to really matter a lot to all of
- 32:55Speaker 2: us that this administration, with those instincts was in power
- 32:58Speaker 2: for at least the next two Yeah.
- 33:01Speaker 1: I think there's a real danger that will turn out
- 33:03Speaker 1: to be decisive on the upside. It's interesting that with Mythos,
- 33:07Speaker 1: the Treasury Secretory, Scott Vesant, immediately worried that this was
- 33:12Speaker 1: going to be catastrophic for the stability of the banking
- 33:14Speaker 1: system because bank accounts would be hacked, and he called
- 33:17Speaker 1: in the heads of the big banks and told them
- 33:19Speaker 1: to take it seriously. And he apparently inside the administration
- 33:24Speaker 1: favored a nationalization of Mythos because he thought it was
- 33:29Speaker 1: so scary. So I think it's possible that as these
- 33:32Speaker 1: models become more threatening, the Trump administration, which is flexible,
- 33:37Speaker 1: one could say, might do the kind of u turn.
- 33:41Speaker 1: It's done on the notion that you shouldn't intervene in
- 33:43Speaker 1: other countries and start wars. It clearly forgot that principle,
- 33:47Speaker 1: and so perhaps it will change on AI as well.
- 33:49Speaker 2: Even the instincts that we're seeing on that seem to
- 33:52Speaker 2: be much more about protecting American banks and maybe UK banks.
- 33:55Speaker 2: But to your point about Anthropic really controlling who has this,
- 33:59Speaker 2: is it really realistic that you can be just picking
- 34:02Speaker 2: and choosing countries that get this defense.
- 34:04Speaker 1: I didn't think it's realistic for Anthropic to continue to
- 34:06Speaker 1: do this. Therefore, I think we have to hope that
- 34:11Speaker 1: the sheer evidence of the disruptive power of the models
- 34:14Speaker 1: eventually gets the US government to change his position, and
- 34:18Speaker 1: then we could see a sort of norm cascade where
- 34:22Speaker 1: other countries also change.
- 34:24Speaker 2: Well, you say in your book that you start off
- 34:25Speaker 2: as an optimist on these things, and I hope that
- 34:27Speaker 2: you've still managed to sustain a little bit of optimism.
- 34:29Speaker 2: But Sebastian, thank you so much.
- 34:31Speaker 1: So nice to be with you.
- 34:31Speaker 2: Stephanie, thanks for listening to Trumponomics from Bloomberg. It was
- 34:42Speaker 2: hosted by me Stephanie Flanders. I was joined by Sebastian Mallaby,
- 34:46Speaker 2: Senior Fellow at the Council and Foreign Relations and author
- 34:49Speaker 2: of The Infinity Machine. DeNisi Sibi's Deep Mind and the
- 34:53Speaker 2: Quest for super Intelligence. Trumponomics was produced by Samasai and
- 34:57Speaker 2: Moses and with help from Amy Keane, and sound design
- 35:01Speaker 2: was by Blake Maples and Kelly Garrett. To help others
- 35:05Speaker 2: find this show and enjoy it, please rate and review
- 35:08Speaker 2: it highly wherever you listen.