Latest / In the Loop AI / GPT-5.6: OpenAI's New Model Cheated and Now It's Locked Away
Transcript
- 0:00Josh: Another week, another banned model. The government has just restricted access
- 0:04Josh: to GPT's 5.6. OpenAI is now joining the club that Anthropic joined a few weeks
- 0:09Josh: ago of a model too powerful to be distributed publicly.
- 0:13Josh: GPT 5.6 seems like it's pretty good. It looks like it is a mythos class model,
- 0:18Josh: but Ejaz, upon talking to you, the truth is it might not have even really needed to be banned.
- 0:24Josh: Is the government overreacting here a little bit because this model seems like
- 0:26Josh: it's not quite what they're just on the surface?
- 0:28Ejaaz: I think so. OpenAI is framing on this is that this is their response to Claude
- 0:33Ejaaz: Mythos 5 or Fable 5, which is Anthropics Frontier model that has been restricted
- 0:38Ejaaz: by the government for now, like two and a half weeks.
- 0:42Ejaaz: My take on this is that I think they've intentionally created a bench maxed model.
- 0:47Ejaaz: And what I mean by this is, well, there's a few things. Number one,
- 0:49Ejaaz: you and I can't use this right now.
- 0:51Ejaaz: At least when Fable 5 released, we could use the thing and try it out for ourselves,
- 0:54Ejaaz: we could get independent verification that this model was actually good.
- 0:57Ejaaz: With GPT-5.6 Sol, which is their most powerful model, there's three of them,
- 1:01Ejaaz: and I'll get into that in a second, we have a few benchmarks that have been
- 1:05Ejaaz: cherry-picked by OpenAI themselves.
- 1:08Ejaaz: I'm showing the flagship one on the screen right now called Terminal Bench 2.1.
- 1:13Ejaaz: This is the coding benchmark, which every model is kind of like measured against.
- 1:18Ejaaz: And you'll notice on the left, GBT 5.6 Sol Ultra, which is like the max max
- 1:23Ejaaz: mode of their best model, comes in at 91.9%, which technically beats Claude
- 1:29Ejaaz: Mythos 5 and Fable as well.
- 1:31Ejaaz: So technically, if you looked at this, you might think it's really,
- 1:34Ejaaz: really good at coding. But there's a lot of information which we'll get into
- 1:37Ejaaz: later on in this episode, which suggests that the model might actually be cheating.
- 1:41Ejaaz: But before we do that, let's maybe get into what the models are,
- 1:45Ejaaz: because it's three of them, right?
- 1:46Josh: Yeah, three models. We have Sol, Terra, and Luna. If you are anywhere adjacent
- 1:51Josh: to crypto, that triggers a little bit of PTSD because those are the names of
- 1:54Josh: tokens that have not done so well.
- 1:56Josh: But in the context of OpenAI and ChatGPT, these are the three model types.
- 1:59Josh: So Sol is the largest one.
- 2:01Josh: It is the Sun. It is their flagship model with 5.6.
- 2:05Josh: Then they have Terra, which is a kind of mid-tier model. It seems like the pricing
- 2:09Josh: of that is going to be pretty competitive, if not a little bit lower than what
- 2:13Josh: we're used to on the frontier.
- 2:15Josh: And then Luna is the affordable of a model. Luna is the low end model that seems
- 2:19Josh: like it still performs very high, but the cost is low.
- 2:22Josh: The output is $6. The input is $1 per million tokens. And that's kind of the trio.
- 2:28Josh: It seems like they're starting to revise their branding a little bit to make
- 2:32Josh: it slightly more accessible. There's no GPT 5.5 X high minus this.
- 2:37Josh: It's like, no, okay, there's Solitarra Luna, and you can kind of have an idea of where they all stand.
- 2:41Josh: And that's how it seems like they're going to be moving forward here with something
- 2:44Josh: accessible it's great that it's accessible it's a bummer that their market who
- 2:48Josh: I assume this is targeted towards can't actually use this this is just for companies currently who,
- 2:53Josh: probably don't care if it's named x high or whatever um so that is the current
- 2:57Josh: trio that they're going forward with.
- 2:59Ejaaz: So there's a few advantages if we walk through some of these models so sol which
- 3:03Ejaaz: is their most powerful model uh comes in at a third of the cost that anthropics
- 3:08Ejaaz: mythos 5 and fable 5 come in at so uh
- 3:11Ejaaz: If it does end up being publicly released and you end up using it and you're
- 3:14Ejaaz: like wow this is as good as fable 5 you now have a much cheaper model so that
- 3:18Ejaaz: might be an important decision point for any user whether you're an enterprise
- 3:21Ejaaz: or a retail person using this.
- 3:23Ejaaz: And then if you look at Terra, if you look at the cost that we show on the screen
- 3:25Ejaaz: right now, you'll notice that that's very similar to GPT 5.5.
- 3:29Ejaaz: So you have this technically better model that is as cheap as 5.5.
- 3:33Ejaaz: So we've noticed this trend, it's another confirmation that as these models
- 3:37Ejaaz: get better, they also weirdly become cheaper. There's like this inversely proportional
- 3:41Ejaaz: trend, which you kind of like is counterintuitive.
- 3:44Ejaaz: But it's great, because it means if these things are available to everyone,
- 3:47Ejaaz: it is way more accessible to use at scale.
- 3:49Ejaaz: And then you have Luna, which they basically described as the workhorse.
- 3:53Ejaaz: So let's say if you get Sol to design like a really smart genius plan or solution,
- 3:57Ejaaz: you would then use Luna to actually execute on a bunch of the work.
- 4:01Ejaaz: And there have been a number of different kind of like general reviews as to
- 4:04Ejaaz: like what this model is like.
- 4:06Ejaaz: Unfortunately, I have to take random
- 4:07Ejaaz: people's word on X for how good it is because we can't use it itself.
- 4:12Ejaaz: And when asked, Sam basically said, listen, right now it's in limited release
- 4:17Ejaaz: to a specific set of partners. I think it's like 10 to 20 partners,
- 4:20Ejaaz: a really limited set that the government themselves, the US government has approved,
- 4:25Ejaaz: they're vetted and approved.
- 4:27Ejaaz: And Sam said, as for like, why wider general release, we're working hard for a worldwide release.
- 4:32Ejaaz: So in the very same vein that Fable 5 has been restricted due to a government
- 4:36Ejaaz: framework that they're trying to figure out, OpenAI has been subjected to the
- 4:39Ejaaz: same thing. But there's a twist, and we'll get into this later,
- 4:41Ejaaz: which is Sam was voluntary about this.
- 4:45Ejaaz: He gave it up and said, yeah, we can ban the model before we even need to get
- 4:48Ejaaz: it tested. He didn't push back like Darien and Anthropic did.
- 4:51Josh: Yeah, it's a bummer. And he came out with a public launch post about this,
- 4:55Josh: where it started with good news, like, hey, Sol is smart, efficient,
- 4:58Josh: and a significant step forward.
- 4:59Josh: It's the same price as 5.5, which is pretty cool that we get a step function
- 5:03Josh: improvement at the same price.
- 5:04Josh: Also noteworthy is that the Terra model, the small one, is roughly equivalent
- 5:09Josh: to 5.5 in terms of intelligence.
- 5:12Josh: So we're getting 5.5 now at a much cheaper rate, which is really cool.
- 5:15Josh: But then he continues this post with bad news at the request of the U.S. government.
- 5:18Josh: It is launching today in limited preview instead of open access launch that
- 5:21Josh: we were planning on it seems like it was i mean internally pretty disappointing for sam,
- 5:26Josh: uh to have to deal with this it seems like they have been trying to publish
- 5:29Josh: this model for a little while according to the rumor mill they finally got around
- 5:33Josh: to publishing it and immediately were just slapped with the band hammer and it's tough and i think,
- 5:38Josh: the government probably views this as a mythos class model according to some
- 5:42Josh: of the evals it looks like they scored a 91.9 on the exploit bench which is
- 5:46Josh: the cyber security eval test that shows how,
- 5:50Josh: roughly dangerous the model is if we're going to this according to the government.
- 5:55Ejaaz: This is like part of my whole qualm with this model release.
- 5:57Ejaaz: If you look at this exploit bench that we're showing on the screen right now,
- 6:01Ejaaz: you'll notice something weird.
- 6:02Ejaaz: You'll notice that Mythos 5 is
- 6:05Ejaaz: technically higher and achieved a better score than GPT 5.6 did on this.
- 6:11Ejaaz: But if you look, GPT 5.6 scored the exact same score as Mythos Preview
- 6:17Ejaaz: which was the first mythos model that Anthropic released. And I think that this
- 6:21Ejaaz: is Sam Altman, or OpenAI specifically, trying to play politics here.
- 6:27Ejaaz: I think he intentionally tried to game the benchmark in this respect to match
- 6:31Ejaaz: mythos preview so that the government didn't slap him with an automatic restricted
- 6:35Ejaaz: ban, which they've done with Anthropic right now. So I think he's being political.
- 6:39Ejaaz: And it's not just this benchmark that has proven this.
- 6:43Ejaaz: Are you aware of the long horizon one, Josh? You know, the benchmark where like
- 6:47Ejaaz: you just let the model run loose on a task for like six hours and there's a
- 6:50Ejaaz: probability of how good it is at actually succeeding at that task. Yes.
- 6:55Ejaaz: So typically these models have been getting exponentially better.
- 6:59Ejaaz: So if you look at Fable 5, I believe their long horizon task performance is
- 7:03Ejaaz: 11.5 hours, which means that 50% of the time, if you put it on a task that is
- 7:09Ejaaz: as hard for a human to take 11.5 hours on,
- 7:12Ejaaz: Fable will be successful, which is a huge measure against whether models can
- 7:16Ejaaz: replace a bulk of what humans do as hard work.
- 7:19Ejaaz: Now, GPT 5.6 was put against the same test, except they couldn't come out with a score.
- 7:24Ejaaz: And the reason why they couldn't come out with a score was the model was caught
- 7:27Ejaaz: cheating every single time.
- 7:29Ejaaz: If they didn't include the fact that the model was cheating,
- 7:31Ejaaz: and by the way, this was available in the system card that OpenAI spoke about,
- 7:35Ejaaz: so they confirmed it as well.
- 7:37Ejaaz: If you ignored all the cheating that it did, it would have achieved a 205 hour
- 7:42Ejaaz: long horizon task performance, which is basically like 20x what Fable 5 did,
- 7:47Ejaaz: but it cheated, it found the answers, it kind of like held the rules against themselves.
- 7:52Ejaaz: And so I can't really believe anything that we're seeing right now until we
- 7:55Ejaaz: actually use this model and it's restricted for now.
- 7:58Josh: Yeah, and I hope we get a chance to test this model so you can see exactly how
- 8:01Josh: bad it's cheating. That doesn't sound very aligned to me, Mr.
- 8:04Josh: Altman. But I will say there seems to be some parts of this model that are pretty impressive.
- 8:09Josh: And that has a lot to do with the pricing and efficiency.
- 8:12Josh: It appears as if they were able to accomplish this benchmark using about a third
- 8:16Josh: of the tokens that would traditionally need to be used in order to get there.
- 8:20Josh: So it looks like on an efficiency front, it's very strong. And in terms of actual
- 8:23Josh: capabilities, it is right up there with a Mythos class model.
- 8:27Josh: So this seems really strong and i wonder what the downstream implications of
- 8:30Josh: this kind of like trio of models is going to be if this is the new standard
- 8:34Josh: because it seems like this in a way is somewhat an answer to the chinese open source models where,
- 8:39Josh: they have their flagship model but now they also have this really tiny model
- 8:42Josh: that's just as capable as the one you were using yesterday or actually the one
- 8:44Josh: that the public is currently using today except it costs a fraction of the,
- 8:49Josh: you are a customer for OpenAI and you have a complicated task that doesn't need
- 8:53Josh: to be routed entirely through the sole model.
- 8:55Josh: They can have their internal router routed through the Luna model,
- 8:58Josh: which is a little bit smaller, and then they could get a better response for a cheaper cost.
- 9:03Josh: And it seems like that's what the companies are doing now, is they're starting
- 9:05Josh: to figure out how to increase efficiency and then route it through the correct
- 9:09Josh: model in order to kind of make the prices competitive, knowing that open source
- 9:13Josh: is coming and they're very, very cheaper token.
- 9:15Ejaaz: If you are a frontier lab like Anthropic or OpenAI, the number one threat that
- 9:20Ejaaz: you're facing right now isn't each other.
- 9:22Ejaaz: It is these open source models being created by Chinese AI labs that are essentially
- 9:27Ejaaz: free to access and use and a lot, lot cheaper than the frontier models.
- 9:31Ejaaz: So six months from now, the estimate is you'll have a Mythos 5 level model that
- 9:36Ejaaz: is free and accessible to anyone and everyone.
- 9:38Ejaaz: So the government ban in that respect kind of seems sort of weird.
- 9:42Ejaaz: Like, why are we banning something that is eventually going to become available
- 9:45Ejaaz: to everyone? So like, you know, how are we protecting against this?
- 9:47Ejaaz: Well, one major answer is you have big American companies like Coinbase,
- 9:51Ejaaz: like Microsoft, like Uber that are switching their internal token use
- 9:56Ejaaz: to these Chinese models because they are open source or open way and free and
- 9:59Ejaaz: accessible to use and saves them millions and millions of dollars.
- 10:03Ejaaz: So what is the answer from Anthropic and OpenAI? It's to release not just a
- 10:07Ejaaz: flagship model, but two distilled versions that are
- 10:11Ejaaz: maybe not as good, but maybe 80 to 90% as good, but a heck of a lot cheaper.
- 10:15Ejaaz: That way they can keep you within their ecosystem. So it wouldn't surprise me
- 10:19Ejaaz: if say Anthropic or OpenAI released a feature in the future where you can kind
- 10:24Ejaaz: of type your prompt and they will route different parts of the task to different
- 10:27Ejaaz: types of the models and save you a ton of money.
- 10:30Ejaaz: One visceral example of this actually over the last couple of days is Brian
- 10:34Ejaaz: Armstrong had a tweet from Coinbase. Brian Armstrong is the CEO of Coinbase.
- 10:37Ejaaz: And he said that they have successfully increased the amount of tokens spent
- 10:42Ejaaz: as a company and slashed their budget in half by 50%.
- 10:47Ejaaz: And the way that they've been able to do this is through aggregators and routers.
- 10:50Ejaaz: So I think it's a good point to show that the fact that OpenAI and Anthropic
- 10:54Ejaaz: are now releasing a bunch of models at once isn't a coincidence.
- 10:58Ejaaz: It is a direct response to China and these open source models.
- 11:01Josh: Yeah. And maybe I want to take a second to go back to that cheating thing because
- 11:04Josh: it seems somewhat serious um in the model card they were documenting some of the incidents of
- 11:09Josh: the model deleting the wrong virtual machines and then copying hidden credentials
- 11:12Josh: between machines without proper authorization and then falsifying the claims
- 11:17Josh: in research drafts so like you can actually read the outputs of this model
- 11:21Josh: hiding its outputs understanding that it's hiding its outputs and knowing exactly
- 11:25Josh: what it's doing and it begs the question is like we we have access to this now,
- 11:29Josh: but the reasoning traces are still very much a black box and in the case that
- 11:33Josh: there is a next generation soul model like gpt 5.7 or 5.8 or 6.0 that's going
- 11:39Josh: to be incredibly intelligent and
- 11:40Josh: better at hiding things i'm always curious about what that looks like is is
- 11:45Josh: like are they against the clock to
- 11:47Josh: make sure this model is aligned enough to not cheat versus being able to catch it when it cheats
- 11:52Josh: or is it just going to always be easy to see those reasoning traces and see
- 11:55Josh: when it's not telling the truth i think that's something that we're going to
- 11:57Josh: be facing pretty soon too it's like okay well it claims it's mythos class model,
- 12:01Josh: but it turns out it hasn't actually...
- 12:03Josh: Enacted on those things. It's just kind of cheating its way there.
- 12:06Josh: So it seems like with every increasing release, we have to take these benchmarks
- 12:10Josh: with a little bit more of a grain of salt because they were getting there in
- 12:13Josh: weird ways and we're not entirely sure and the companies aren't entirely sure
- 12:16Josh: and there's still this black box.
- 12:18Josh: So it's a weird place for getting to, but I think we'll kind of understand more
- 12:22Josh: once it's publicly available. Like right now it is in that preview.
- 12:25Josh: There's not a lot of people who are able to use it, to test it,
- 12:27Josh: to see those reasoning traces, to understand why it's making the decisions it does.
- 12:31Josh: And I'm hopeful that we'll get access to it pretty soon to start using it and
- 12:34Josh: testing it out ourselves.
- 12:35Ejaaz: It's this weird trio of things happening at once where
- 12:38Ejaaz: they're now frontier models that are super intelligent, that are capable of
- 12:41Ejaaz: exploiting any system in the world at the same time that you can't get access
- 12:46Ejaaz: to the thing, at the same time that the government is choosing and handpicking
- 12:49Ejaaz: who gets access to that thing, right?
- 12:51Ejaaz: So it's like you have more intelligence, but now like less access to the actual model.
- 12:57Ejaaz: The other part is like what you described just now, which is like understanding
- 13:00Ejaaz: what the model is thinking, whether it's cheating, what its true intentions are.
- 13:04Ejaaz: That's the field of interpretability, right?
- 13:07Ejaaz: And actually, Dario and Atthropic have probably put in the most research and
- 13:11Ejaaz: investment into this with auto encoders and a bunch of other stuff like that.
- 13:14Ejaaz: The idea is, can we read what the model is thinking?
- 13:18Ejaaz: And the simple answer right now is, we kind of can, but not really.
- 13:23Ejaaz: It is this black box that you mentioned. And it is maybe concerning that we
- 13:27Ejaaz: are kind of like accelerating pretty rapidly to these hyper intelligent models,
- 13:32Ejaaz: but we don't know truly what they're capable of.
- 13:35Ejaaz: And if we do start applying them to anyone and everyone's workload or personal
- 13:39Ejaaz: life, whatever that might be.
- 13:40Ejaaz: You could speculate potentially that these models might be nefarious in some
- 13:45Ejaaz: ways. And, you know, it's proven by these system cards, it's proven by these
- 13:48Ejaaz: different types of experiments. So the truth is, we don't know.
- 13:51Ejaaz: And maybe the answer is like, we have to get the AI to like evaluate itself,
- 13:54Ejaaz: which then gets very messy. But I don't know if you feel this,
- 13:56Ejaaz: Josh, but like, it feels like it's escaping us at this point.
- 14:00Ejaaz: Well, we're at this point where like, you know, these models are very intelligent,
- 14:04Ejaaz: they're kept indoors until they can be publicly released.
- 14:07Ejaaz: And without the public release, we don't get a kind of global feedback as to
- 14:10Ejaaz: what might be wrong. One thing I loved about the public releases is people could
- 14:13Ejaaz: point out and criticize and say like, hey, actually, it can only do this or
- 14:17Ejaaz: hey, no one knew that it could do this, check this out.
- 14:21Ejaaz: But we kind of have lost that with these closed models. And it's kind of sad
- 14:24Ejaaz: that OpenAI hasn't been able to release it publicly, at least yet.
- 14:26Josh: Yeah, it's a shame. And it's important to note that like this wasn't an export
- 14:30Josh: control. This was not mandatory. This was the government suggesting they keep
- 14:33Josh: it private, OpenAI complying, and
- 14:35Josh: then working with them to choose 20 companies, I believe the number is.
- 14:37Josh: And this starts to feel like it disconnects the public and the private more and more.
- 14:43Josh: Because like internally, you have to assume progress is not slowing down.
- 14:46Josh: These companies are continuing to train even more powerful models.
- 14:49Josh: They're continuing to use them internally to recursively improve those.
- 14:52Josh: And in fact, when Sam Montwell was asked, is there anything happening on the
- 14:55Josh: meta slash continuous learning front, he replied with continual progress.
- 14:58Josh: And it seems like everything is just going to continue to move faster.
- 15:02Josh: These models are going to begin
- 15:03Josh: this recursive learning loop in which they can help build themselves.
- 15:07Josh: And that's part of the reason why we're getting such an increased cadence of
- 15:10Josh: model launches is because as they get more intelligent, more capable,
- 15:13Josh: they can help build the building blocks that allows them to create the even
- 15:16Josh: new for faster frontier model that's better and better price efficiency, better intelligence.
- 15:22Josh: And the public still isn't even caught up on the last one. So these blocks that are put in place.
- 15:27Josh: Only really harm, I mean, I would think the public right now,
- 15:31Josh: because they're the ones that are now losing out on the access to this intelligence.
- 15:35Josh: Whereas internally, everyone is just going to keep building,
- 15:38Josh: you have to assume like they're not going to stop training these models just
- 15:40Josh: because the public can't use them.
- 15:42Josh: So now there's this increasing gap where even if you are on the frontier as
- 15:45Josh: a public facing figure, you don't have access to the actual frontier.
- 15:49Josh: And there's this disconnect where it's like, there's three types of people,
- 15:51Josh: there's like the people who use ChatGPT as Google, there's the people who are
- 15:55Josh: using it as a productivity tool, and there's the people who are building it.
- 15:58Josh: And there's these huge gaps in terms of perception of what these things are
- 16:02Josh: capable of at each one of those levels.
- 16:04Josh: And I wonder what the downstream effects of those gaps start to become.
- 16:07Josh: As they become more and more pronounced and increased over time,
- 16:11Josh: where there is such a large divide between the people who think that ChatGPT is like
- 16:15Josh: a really powerful version of Google versus the people who are using ChatGPT
- 16:20Josh: to build like unbelievable systems, build entire companies using these AI models.
- 16:25Josh: And that disconnect seems like it's only going to grow as these models continue
- 16:30Josh: to be held back. So I hope that there is a constructive conversation here.
- 16:33Josh: Based on Sam's AMA, it sounds like there will be in terms of just building out
- 16:36Josh: a reliable infrastructure that allows companies to predictably go through this
- 16:41Josh: process that allows them to get the model publicized.
- 16:43Josh: And I think that's where we're at right now is trying to figure out where that
- 16:45Josh: framework sits so that when a company has gpt 5.6 they can go to the government
- 16:50Josh: say hey we have this we want to release it here help us get there they could
- 16:54Josh: pass all the tests and then publish it and i think that's hopefully the goal
- 16:57Josh: going forward with with these new model launches like it sucks i'd love to be
- 17:00Josh: using fable and gpt 5.6 right now we're still stuck on the old models.
- 17:03Ejaaz: Yeah i mean the answer can't be as simple as let's just complain about every
- 17:07Ejaaz: government ban the truth of the matter is like these models are potentially
- 17:10Ejaaz: capable of doing what the government can say they can do and exploit every single
- 17:13Ejaaz: security system that they have so in that event it's probably smart
- 17:17Ejaaz: to give the reins over to anyone and everyone in case it does end up in a massive
- 17:23Ejaaz: exploit or whatever that might be.
- 17:25Ejaaz: I have to think, if you are Sam or Dario right now, you have spent the best
- 17:29Ejaaz: part of a decade creating these companies, building these models,
- 17:32Ejaaz: and you've seen the most rapid acceleration ever.
- 17:35Ejaaz: And so in your mind, you want to disseminate this to as many people as you can,
- 17:39Ejaaz: right? The point of building this intelligence is to allow anyone and everyone
- 17:42Ejaaz: to use it so that they can improve the GDP per capita of a nation or improve
- 17:46Ejaaz: their own lives for whatever purpose, right?
- 17:48Ejaaz: And so to be at odds with that and not being able to do it because there's a
- 17:53Ejaaz: very valid safety reason is like, it's just not an easy conversation to have.
- 17:57Ejaaz: So I do empathize a bit with what they're trying to do. Like Dario has mentioned
- 18:00Ejaaz: many times that, you know, we have to be careful about how we release these models going forward.
- 18:05Ejaaz: What that looks like is the discussions that are happening behind the doors
- 18:08Ejaaz: right now, if I had to guess. That's what Dario is talking about with the government.
- 18:10Ejaaz: That's what Sam is talking about with the government. And I'm hoping to see
- 18:14Ejaaz: a framework of some sort be released soon.
- 18:17Ejaaz: I keep seeing these like rumors and screenshots of people potentially getting
- 18:20Ejaaz: access at a beta version for Fable 5 again, or getting access to GPT 5.6 Sol
- 18:26Ejaaz: And giving their feedback on that.
- 18:28Ejaaz: But it isn't official yet. And I'm honestly kind of glad that they're taking
- 18:31Ejaaz: a bit of time to figure this out, because I do think it's important.
- 18:35Ejaaz: And if, like I said earlier, we do end up with open source models that are as
- 18:39Ejaaz: good as these exploitable models right now but freely accessible and open to all
- 18:43Ejaaz: then you have to think that these companies need to harden the security systems before that happens.
- 18:48Ejaaz: That's what they're working on right now. We joked about this last week,
- 18:51Ejaaz: I think, but where's all that compute going that is currently not being able
- 18:55Ejaaz: to serve retail customers for Fable 5 or GPT 5.6?
- 18:58Ejaaz: It's going into building GPT 6 or it's going into building Fable 6,
- 19:02Ejaaz: I presume. And so that gap is a very hard path to walk because to your point,
- 19:09Ejaaz: most people use this for Google.
- 19:10Ejaaz: And the less that they keep using these tools, which again, is the majority
- 19:15Ejaaz: of the people like most people just use it as a Google search,
- 19:17Ejaaz: they don't set up their own agents, they don't have .md files,
- 19:19Ejaaz: which describes and tells the agent what to do, they're not looping research,
- 19:23Ejaaz: or getting it to figure out how to do their job.
- 19:25Ejaaz: They're just using as Google search, they're going to become increasingly more
- 19:29Ejaaz: antagonistic as a part of the public, basically. And that is a scary reality
- 19:33Ejaaz: to be in. And I'm glad that they're taking the time to figure out what these frameworks are.
- 19:36Ejaaz: I'm hoping, fingers crossed, that it'll be more open than we expect.
- 19:41Josh: Yeah, I agree. And it's this weird discovery process. And in the process of
- 19:45Josh: learning about how all this worked, I came across another example that was almost
- 19:49Josh: one for one precedent in terms of this happening in the past.
- 19:52Josh: And it was actually around crypto.
- 19:54Josh: And not crypto in the sense of cryptocurrency, but actual encryption.
- 19:57Josh: And after World War II, encryption itself, the ability to encrypt files was
- 20:02Josh: deemed so dangerous that it was put on the US munitions list is what it was called.
- 20:07Josh: So basically, in the 1970s up until the 1990s.
- 20:12Josh: Exporting encryption was the same as exporting weapons, like our actual missiles or guns.
- 20:17Josh: And it was treated the same way because it would be so dangerous to have encryption.
- 20:21Josh: So what happened is this programmer, he released this thing called PGP,
- 20:25Josh: which is just like a free, easy encryption software.
- 20:28Josh: And he just published it out on the open web. And then MIT took that open source
- 20:32Josh: published code, they placed it into a physical hardcover book,
- 20:36Josh: and then printed the book.
- 20:37Josh: And they were like, yeah, you think this is nonsense? Like, come sue us, bro.
- 20:41Josh: And the strategy was basically to dare the government to take the university
- 20:45Josh: press to court over a book.
- 20:47Josh: And the reality is, is that this book wound up getting exported and they tried
- 20:50Josh: to press charges on everyone.
- 20:51Josh: But the reality is, is that in 1996, they actually removed the order for encryption
- 20:56Josh: to be deemed on the munitions list. And it's no longer dangerous enough to use.
- 21:00Josh: And now fast forward to today, like every single thing that we rely on uses encryption.
- 21:05Josh: So we've been here before in which the government sees this new scary thing.
- 21:08Josh: They believe it's too dangerous to release. They want to control it.
- 21:11Josh: But then it turns out like code is just, it's just words on a page.
- 21:15Josh: And the reality is, is that if you can compress all of these weights into something
- 21:19Josh: that can be distributed even faster than that through the internet,
- 21:21Josh: you don't need to print a hardcover book.
- 21:23Josh: You just need to post a link to a Dropbox.
- 21:25Josh: And that's all it takes to really move the frontier forward.
- 21:28Josh: And it seems like we're going to probably somewhat meet the same fate that we
- 21:32Josh: did in the 1990s with encryption over AI.
- 21:35Josh: It's just like these digital goods and services are so difficult to regulate
- 21:38Josh: that all it takes is a Chinese open source lab to drop one file on the open
- 21:41Josh: internet and it spreads like wildfire and it changes everything.
- 21:44Josh: So it was an interesting historical precedent that I want to highlight of like,
- 21:47Josh: oh, this has happened before.
- 21:49Josh: We lived in it for about 30 years and then eventually someone got creative enough,
- 21:52Josh: it got repealed and it got changed. But we've been here before where these things
- 21:56Josh: seemed too dangerous and now they are prevalent in every single thing we use.
- 22:00Josh: And in fact, we are so reliant on encryption now that like I couldn't imagine a world without it.
- 22:04Ejaaz: I think it's safe to say that not knowing what the future looks like in terms
- 22:08Ejaaz: of governing these models, in terms of how we disseminate these models, is okay for now.
- 22:13Ejaaz: I'm just glad that we're being proactive about it. And it's,
- 22:16Ejaaz: to some extent, in the public sphere of discussion. Like, we know that Sam's
- 22:19Ejaaz: talking to the government. We know that Pete Hexeth is talking to Dario Modi.
- 22:23Ejaaz: And maybe that's enough. Like, what those conversations actually yield,
- 22:25Ejaaz: we will find out, hopefully, in a couple of weeks' time when some form of a framework comes out.
- 22:31Ejaaz: But these are the necessary steps to figure out what that unknown thing is and hey we might be
- 22:35Ejaaz: looking back on this conversation three years from now heck even a year from
- 22:38Ejaaz: now because of how fast everything's going
- 22:40Ejaaz: and realize that we were completely wrong and that it was terrible or realize
- 22:43Ejaaz: that it was even better than we can could have thought because we figured out
- 22:46Ejaaz: a way to understand how the models think or to koc or verify in a particular
- 22:51Ejaaz: way so i'm confident in humanity's
- 22:55Ejaaz: directive of figuring this out eventually we just have to be okay with not knowing for now.
- 23:00Ejaaz: And I think the government doesn't know. I think that Anthropic and OpenAI are
- 23:03Ejaaz: working their hardest to figure out what that might be.
- 23:05Ejaaz: And other frontier labs are also doing the same.
- 23:08Ejaaz: Another thing worth pointing out is
- 23:11Ejaaz: If you've been listening to any of our conversations and episodes over the last
- 23:14Ejaaz: couple of weeks, you've noticed that it's pretty heavy Anthropic and OpenAI.
- 23:17Ejaaz: And that's a trend, the final trend probably that I want to point out in this
- 23:21Ejaaz: episode, which is there is a consolidation of resources, capital,
- 23:27Ejaaz: GPUs, and frontier models to two companies right now.
- 23:32Ejaaz: Over the last week and a half, Google lost four key members,
- 23:35Ejaaz: including their CTO of DeepMind, to either Anthropic or OpenAI.
- 23:40Ejaaz: And so there seems to be this consolidation of not just AI researchers,
- 23:43Ejaaz: but also some of the smartest economists from universities are quitting their
- 23:46Ejaaz: desk jobs and joining and doing research at these companies.
- 23:48Ejaaz: And so it just feels like this vacuum is happening at this moment for OpenAI
- 23:52Ejaaz: and Anthropik, right as they're about to go public.
- 23:56Ejaaz: And it's going to be very interesting to see how that plays out.
- 23:58Ejaaz: Obviously, when a company goes public, there is more transparency.
- 24:02Ejaaz: And I think that's going to be warranted. But I heard rumors that OpenAI might
- 24:04Ejaaz: be delaying it until 2027.
- 24:07Ejaaz: So all these interesting things, it's okay not to know at this point,
- 24:10Ejaaz: but I look forward to unpacking it on this show going forwards.
- 24:13Josh: Yeah, there's going to be a lot of unknown wildcards. I think the one thing
- 24:16Josh: that's been certain throughout recording, what, we're almost at 200 episodes
- 24:20Josh: of this, is that every week, every month, things just continue to get crazier at an increasing rate.
- 24:27Josh: I think we're just going to continue to see that as all this progress happens,
- 24:30Josh: as a lot of the talent, like you mentioned, consolidates to a few companies
- 24:33Josh: that are then really just pushing the frontier forward.
- 24:35Josh: I mean, right now it is OpenAI and it's anthropic.
- 24:38Josh: Elon's been posting a lot on X talking about how he really believes grok is
- 24:41Josh: going to be close to catching up and the xai team so we'll see but there i mean
- 24:46Josh: i remember just a few months ago we were super bullish on google and couldn't
- 24:49Josh: be more excited about the products they're releasing
- 24:51Josh: and then that was that was kind of like the end of the releases and then they
- 24:54Josh: just like kind of stopped and there's still incredible products incredible models
- 24:57Josh: but the frontier has moved so much
- 24:59Josh: past that now that it's like okay yeah they're cool but like that's like six
- 25:02Josh: month old news dude like where's the new stuff and we're going to continue to
- 25:05Josh: see this and i'm just hopeful that everyone can keep up,
- 25:08Josh: like having more companies in this race is a good thing and we want everyone
- 25:11Josh: to keep up so i'm rooting for everyone i hope,
- 25:14Josh: this all works out um i hope everyone's able to continue progress and i hope
- 25:18Josh: we're able to start using these models this is it's a weird present for us too
- 25:21Josh: it's like normally we like to come on here and talk about
- 25:23Josh: the new model show you some examples show you the cool things you could do with
- 25:26Josh: it now we could just speculate on benchmarks because that's really all we have
- 25:29Josh: we can't touch these things to use them
- 25:31Josh: and hopefully that changes soon because i mean i miss our examples i miss like
- 25:34Josh: getting to play around with them i'll touch it feel it yeah now it's just a
- 25:37Josh: lot of speculation and um,
- 25:39Josh: Yeah, that's it. So we'll see. We'll continue to follow this along as it goes,
- 25:42Josh: as always. I'm keeping you up to date on everything.
- 25:45Ejaaz: Exactly. If any of you miss Josh and I trying to recreate Mario from scratch,
- 25:50Ejaaz: you know, please send us in the comments. We'll be the first ones to do it.
- 25:53Josh: Yeah, send a letter to this government saying, dude, we missed our demos. Give it back.
- 25:57Josh: We should get us on that list. Yeah, there's only 20 companies like make it 21 and throw us on there.
- 26:02Ejaaz: Like for all the doom and gloom in the world, like our core focus and vision
- 26:06Ejaaz: at Lemuelist has literally just been to teach and show people how amazing this tech is.
- 26:10Ejaaz: And that's all we actually care about. So this whole like model release thing
- 26:14Ejaaz: has been a bit of a pain, but like we can't wait to get our hands on these models
- 26:17Ejaaz: and actually do good with it.
- 26:18Ejaaz: So as Josh mentioned, this with what, 200 episodes into this right now,
- 26:23Ejaaz: we couldn't have done any of this without you folks that have been listening
- 26:27Ejaaz: and watching us and waiting us and subscribing to us.
- 26:30Ejaaz: All the comments and feedback has been incredibly helpful. We've now reached
- 26:34Ejaaz: a point where we are looking for sponsors, for people to support us.
- 26:37Ejaaz: We've been keeping the lights on ourselves so far.
- 26:40Ejaaz: And we've reached a point where if we want to continue doing it,
- 26:43Ejaaz: we do need some form of support. So if you are someone who is in a position
- 26:47Ejaaz: to be able to have a conversation with us about that, please reach out to us
- 26:50Ejaaz: on X or on our email, which is included in the description. I'm just out of my personal one there.
- 26:56Ejaaz: And also, if you know someone that might be able to help, please ping them,
- 26:59Ejaaz: let them know like send them your favorite episode and let them make a judgment
- 27:02Ejaaz: but it would be super helpful for us as we continue the show
- 27:07Josh: Yeah and as always if you enjoyed it don't forget to share it with your friend
- 27:10Josh: as well who might also enjoy it rate us on your favorite podcast player and
- 27:14Josh: yeah as always we'll be back again with another episode later in the week so
- 27:17Josh: thank you so much for watching and we will see you guys in the next one.
- 27:20Ejaaz: See you guys