In the AI community, the transition from the prevailing spirit of cooperation to a very competitive situation happened around the GPT-3 revolution. GPT-3 brought unexpected progress in the few-shot learning and in program synthesis, and that was the moment when it became clear to many people that AI was working, that its goals were technologically achievable, and many players in the industry started to estimate time horizons as being rather short.
Fusion has not reached its GPT-3 moment yet; that’s one key difference. Helion has signed a contract selling some of its future energy to Microsoft, but we have no idea if they manage to actually deliver (on time, or ever).
Another key difference is, of course, that strong AI systems are expected to play larger and larger role in making future AIs.
In fusion this “recursion” is unlikely; the energy needed to make more fusion stations or to create new fusion designs can come from any source...
I think that I predict the opposite (conditional on what exactly is being predicted).
What exactly would count as a GPT-3 moment for fusion? How about an experiment demonstrating reactor-like conditions? This is roughly equivalent to what I referred to as ‘getting fusion’ in my book review.
My prediction is that, after Commonwealth Fusion Systems gets Q > 5 on SPARC, they will continue to supply or plan to supply HTS tape to at least 3 other fusion startups.
I’d say that the ability to produce more energy overall than what is being spend on the whole cycle would count as a “GPT-3 moment”. No price constraints, so it does not need to reach the level of “economically feasible”, but it should stop being “net negative” energy-wise (when one honestly counts all energy inputs needed to make it work).
I, of course, don’t know how to translate Q into this. GPT-4o tells me that it thinks that Q=10 is what is approximately needed for that (for “Engineering Break-even (reactor-level energy balance)”), at least for some of the designs, and Q in the neighborhood of 20-30 is what’s needed for economic viability, but I don’t really know if these are good estimates.
But assuming that these estimates are good, Q passing 10 would count as the GPT-3 moment.
What happens then might depend on the economic forecast (what’s the demand for energy, what are expected profits, and so on). If they only expect to make profits typical for public utilities, and the whole thing is still heavily oriented towards publicly regulated setups, I would expect continuing collaboration.
If they expect some kind of super-profits, with market share being really important and with expectations of chunks of it being really lucrative, then I would not bet on continuing collaboration too much...
I would also make the same prediction for Q > 10. Or when CFS first sells electricity to the grid. These will be farther into the future, but I do not think that this culture will have changed by then.
In the AI community, the transition from the prevailing spirit of cooperation to a very competitive situation happened around the GPT-3 revolution. GPT-3 brought unexpected progress in the few-shot learning and in program synthesis, and that was the moment when it became clear to many people that AI was working, that its goals were technologically achievable, and many players in the industry started to estimate time horizons as being rather short.
Fusion has not reached its GPT-3 moment yet; that’s one key difference. Helion has signed a contract selling some of its future energy to Microsoft, but we have no idea if they manage to actually deliver (on time, or ever).
Another key difference is, of course, that strong AI systems are expected to play larger and larger role in making future AIs.
In fusion this “recursion” is unlikely; the energy needed to make more fusion stations or to create new fusion designs can come from any source...
I think that I predict the opposite (conditional on what exactly is being predicted).
What exactly would count as a GPT-3 moment for fusion? How about an experiment demonstrating reactor-like conditions? This is roughly equivalent to what I referred to as ‘getting fusion’ in my book review.
My prediction is that, after Commonwealth Fusion Systems gets Q > 5 on SPARC, they will continue to supply or plan to supply HTS tape to at least 3 other fusion startups.
I’d say that the ability to produce more energy overall than what is being spend on the whole cycle would count as a “GPT-3 moment”. No price constraints, so it does not need to reach the level of “economically feasible”, but it should stop being “net negative” energy-wise (when one honestly counts all energy inputs needed to make it work).
I, of course, don’t know how to translate Q into this. GPT-4o tells me that it thinks that Q=10 is what is approximately needed for that (for “Engineering Break-even (reactor-level energy balance)”), at least for some of the designs, and Q in the neighborhood of 20-30 is what’s needed for economic viability, but I don’t really know if these are good estimates.
But assuming that these estimates are good, Q passing 10 would count as the GPT-3 moment.
What happens then might depend on the economic forecast (what’s the demand for energy, what are expected profits, and so on). If they only expect to make profits typical for public utilities, and the whole thing is still heavily oriented towards publicly regulated setups, I would expect continuing collaboration.
If they expect some kind of super-profits, with market share being really important and with expectations of chunks of it being really lucrative, then I would not bet on continuing collaboration too much...
I would also make the same prediction for Q > 10. Or when CFS first sells electricity to the grid. These will be farther into the future, but I do not think that this culture will have changed by then.