I don’t think it’s fair to say I made a bad prediction here.
Here’s the full context of my quote: “The report clocks in at a cool 793 pages with 344 endnotes. Despite this length, there are only a handful of mentions of AGI, and all of them are in the sections recommending that the US race to build it.
In other words, there is no evidence in the report to support Helberg’s claim that “China is racing towards AGI.”
Nonetheless, his quote goes unchallenged into the 300-word Reuters story, which will be read far more than the 800-page document. It has the added gravitas of coming from one of the commissioners behind such a gargantuan report.
I’m not asserting that China is definitively NOT rushing to build AGI. But if there were solid evidence behind Helberg’s claim, why didn’t it make it into the report?”
Here’s my tweet mentioning Gwern’s comment. It’s not clear that DeepSeek falsifies what Gwern said here:
the scientific culture of China is ‘mafia’ like (Hsu’s term, not mine) and focused on legible easily-cited incremental research, and is against making any daring research leaps or controversial breakthroughs...
but is capable of extremely high quality world-class followup and large scientific investments given a clear objective target and government marching orders
V3 and R1 are impressive but didn’t advance the absolute capabilities frontier. Maybe the capabilities/cost frontier, though we don’t actually know how compute efficient OAI, Anthropic, GDM are.
I think this part of @gwern’s comment doesn’t hold up as well:
2. there is no interest or investment in an AI arms race, in part because of a “quiet confidence” (ie. apathy/lying-flat) that if anything important happens, fast-follower China can just catch up a few years later and win the real race. They just aren’t doing it. There is no Chinese Manhattan Project. There is no race. They aren’t dumping the money into it, and other things, like chips and Taiwan and demographics, are the big concerns which have the focus from the top of the government, and no one is interested in sticking their necks out for wacky things like ‘spending a billion dollars on a single training run’ without explicit enthusiastic endorsement from the very top.
I still don’t think DS is evidence that “China” is racing toward AGI. The US isn’t racing toward AGI either. Some American companies are, with varying levels of support from the government. But there’s a huge gap between that and Manhattan Project levels of direct govt investment, support, and control.
However, overall, I do think that DS has gotten the CCP more interested in AGI and changed the landscape a lot.
Sorry, lot on my plate.
You’re basically asking how we’d operationalize the claim that either the USG or PRC are “racing toward AGI”? Probably would involve some dramatic action like consolidating large amounts of compute into projects that are either nationalized or contracted to the govt (like this part of AI-2027:
“A Centralized Development Zone (CDZ) is created at the Tianwan Power Plant (the largest nuclear power plant in the world) to house a new mega-datacenter for DeepCent, along with highly secure living and office spaces to which researchers will eventually relocate. Almost 50% of China’s AI-relevant compute is now working for the DeepCent-led collective,38 and over 80% of new chips are directed to the CDZ.39 At this point, the CDZ has the power capacity in place for what would be the largest centralized cluster in the world.”
Do you want to suggest specific thresholds or modifications?