Industry Trend AI News & Updates
OpenAI Reports Government Discussions About DeepSeek Training Investigation
OpenAI has informed government officials about its investigation into Chinese AI firm DeepSeek, which it claims trained models using improperly obtained data from OpenAI's API. During a Bloomberg TV interview, OpenAI's chief global affairs officer Chris Lehane defended the company against accusations of hypocrisy by comparing OpenAI's training methods to 'reading a library book and learning from it,' while characterizing DeepSeek's approach as 'putting a new cover on a library book and selling it as your own.'
Skynet Chance (0%): This corporate dispute over training data and intellectual property has negligible impact on Skynet scenario probability as it centers on business competition rather than safety mechanisms or capability advances. The legal and competitive tensions between AI companies over data access and model training methods don't meaningfully change the risk landscape for AI control issues.
Skynet Date (+0 days): The corporate dispute between OpenAI and DeepSeek over training methodologies doesn't meaningfully impact the timeline toward potential AI risks. This legal positioning and competitive tension represents normal industry dynamics rather than changes to development pace or safety considerations that would affect the timeline toward dangerous AI scenarios.
AGI Progress (-0.01%): The legal and regulatory complications surrounding AI training data could marginally slow overall progress by creating additional friction in the development ecosystem. These tensions between companies and increasing government involvement in training data disputes may impose minor barriers to the rapid iteration needed for AGI advancement.
AGI Date (+0 days): Increased legal scrutiny and potential government intervention in AI training methodologies could slightly delay AGI development timelines by adding regulatory and compliance burdens. The industry's focus on intellectual property disputes diverts resources from pure capability advancement, potentially extending timelines marginally.
Altman Considers "Compute Budget" Concept, Warns of AI's Unequal Benefits
OpenAI CEO Sam Altman proposed a "compute budget" concept to ensure AI benefits are widely distributed, acknowledging that technological progress doesn't inherently lead to greater equality. Altman claims AGI is approaching but will require significant human supervision, and suggests that while pushing AI boundaries remains expensive, the cost to access capable AI systems is falling rapidly.
Skynet Chance (+0.03%): Altman's admission that advanced AI systems may be "surprisingly bad at some things" and require extensive human supervision suggests ongoing control challenges. His acknowledgment of potential power imbalances indicates awareness of risks but doesn't guarantee effective mitigations.
Skynet Date (-2 days): OpenAI's plans to spend hundreds of billions on computing infrastructure, combined with Altman's explicit statement that AGI is near and the company's shift toward profit-maximization, strongly accelerates the timeline toward potentially unaligned powerful systems.
AGI Progress (+0.03%): Altman's confidence in approaching AGI, backed by OpenAI's massive infrastructure investments and explicit revenue targets, indicates significant progress in capabilities. His specific vision of millions of hyper-capable AI systems suggests concrete technical pathways.
AGI Date (-2 days): The combination of OpenAI's planned $500 billion investment in computing infrastructure, Altman's explicit statement that AGI is near, and the company's aggressive $100 billion revenue target by 2029 all point to a significantly accelerated AGI timeline.
Sutskever's Safe Superintelligence Startup Seeking Funding at $20B Valuation
Safe Superintelligence, founded by former OpenAI chief scientist Ilya Sutskever, is reportedly seeking funding at a valuation of at least $20 billion, quadrupling its previous $5 billion valuation from September. The startup, which has already raised $1 billion from investors including Sequoia Capital and Andreessen Horowitz, has yet to generate revenue and has revealed little about its technical work.
Skynet Chance (-0.05%): Sutskever's focus on specifically creating "Safe Superintelligence" suggests increased institutional investment in AI safety approaches, potentially reducing uncontrolled AI risks. However, the impact is limited by the absence of details about their technical approach and the possibility that market pressures from this valuation could accelerate capabilities without sufficient safety guarantees.
Skynet Date (+0 days): While massive funding could accelerate AI development timelines, the company's specific focus on safety might counterbalance this by encouraging more careful development processes. Without details on their technical approach or progress, there's insufficient evidence that this funding round significantly changes existing AI development timelines.
AGI Progress (+0.03%): The enormous valuation suggests investors believe Sutskever and his team have promising approaches to advanced AI development, potentially leveraging his deep expertise from OpenAI's breakthroughs. However, without concrete details about technical progress or capabilities, the direct impact on AGI progress remains speculative but likely positive given the team's credentials.
AGI Date (-1 days): The massive funding round at a $20 billion valuation will likely accelerate AGI development by providing substantial resources to a team led by one of the field's most accomplished researchers. This level of investment suggests confidence in rapid progress and will enable aggressive hiring and computing infrastructure buildout.
Figure AI and Others Moving Away from OpenAI Dependencies
Humanoid robotics company Figure has announced it's ending its partnership with OpenAI to develop its own in-house AI models, with CEO Brett Adcock hinting at a significant breakthrough. This move reflects a potential shift in the industry as other organizations, including academic researchers who recently demonstrated training a capable reasoning model for under $50, explore alternatives to OpenAI's offerings.
Skynet Chance (+0.04%): The decentralization of advanced AI development away from major labs like OpenAI increases the risk of less safety-conscious approaches being implemented, particularly in robotics systems like Figure's humanoids. Having multiple independent robotics companies developing their own advanced AI models with fewer oversight mechanisms could increase the likelihood of unforeseen consequences.
Skynet Date (-1 days): The claimed breakthrough in Figure's in-house AI development alongside the demonstrated ability to train capable reasoning models at dramatically lower costs could significantly accelerate the development timeline for advanced autonomous systems. The democratization of AI development capabilities removes barriers that previously slowed development of potentially risky applications.
AGI Progress (+0.01%): While not directly advancing core AGI capabilities, the trend toward more companies building their own AI systems rather than relying on OpenAI suggests broader industry capability and knowledge diffusion. This decentralization of AI development could lead to more diverse approaches to solving AGI-relevant problems and accelerate innovation through increased competition.
AGI Date (-1 days): The demonstration that capable reasoning models can be trained for under $50 in cloud computing costs dramatically lowers the resource barrier to AI development. Combined with Figure's claimed breakthrough in robotics AI, this suggests the pace of advancement is accelerating as AI development becomes more accessible to a wider range of organizations.
OpenAI Co-founder John Schulman Joins Mira Murati's New AI Venture
John Schulman, an OpenAI co-founder who briefly joined Anthropic, is reportedly joining former OpenAI CTO Mira Murati's secretive new startup. Murati, who left OpenAI in September, has also recruited other former OpenAI talent including Christian Gibson from the supercomputing team, and was reportedly seeking over $100 million in funding for her venture in October.
Skynet Chance (+0.01%): Schulman's explicit interest in AI alignment and his move to join Murati suggests creation of another well-resourced lab focused on advanced AI development, potentially with safety considerations. However, the proliferation of well-funded AI labs with top talent increases the likelihood of competitive dynamics that could prioritize capabilities over safety concerns.
Skynet Date (-1 days): The concentration of elite AI talent in a new venture with substantial funding will likely accelerate development timelines for advanced AI systems. Schulman's expertise in reinforcement learning and Murati's leadership experience at OpenAI create a formidable team that could make rapid progress on key technical challenges.
AGI Progress (+0.02%): The formation of a new AI company led by two highly accomplished AI leaders with hands-on experience building state-of-the-art systems at OpenAI represents a meaningful addition to the AGI development landscape. Their combined expertise in reinforcement learning, large language models, and scaling AI systems will likely contribute to significant technical advances.
AGI Date (-1 days): The concentration of elite AI talent (including a ChatGPT architect and former OpenAI supercomputing team member) in a new well-funded venture will likely accelerate progress toward AGI. Their combined experience with cutting-edge AI systems gives them a significant head start in pursuing advanced capabilities.
Amazon Plans $100 Billion AI Investment in 2025 as Big Tech Accelerates Spending
Amazon has announced plans to spend over $100 billion on capital expenditures in 2025, with the vast majority dedicated to AI capabilities for its AWS cloud division. This represents a significant increase from Amazon's $78 billion capex in 2024, and aligns with similar massive AI investments announced by other tech giants including Meta, Alphabet, and Microsoft, who are collectively planning to spend hundreds of billions on AI infrastructure.
Skynet Chance (+0.06%): The unprecedented scale of investment in AI infrastructure by multiple tech giants simultaneously will dramatically accelerate AI capabilities development and deployment. This massive increase in computing resources directly enables training of significantly larger and more capable models without proportionate increases in safety research, potentially creating conditions for systems that exceed human control mechanisms.
Skynet Date (-2 days): The collective hundreds of billions being invested in AI infrastructure by major tech companies represents an extraordinary acceleration in the timeline for developing increasingly powerful AI systems. This unprecedented level of capital deployment will dramatically expand available computing resources and enable training of significantly more capable models much sooner than previously anticipated.
AGI Progress (+0.06%): This extraordinary level of investment directly addresses one of the primary bottlenecks in AGI development - computing resources for training and inference. The collective hundreds of billions being deployed by major tech companies will enable training of substantially larger models with more parameters, more extensive training data, and more comprehensive fine-tuning approaches.
AGI Date (-2 days): The extraordinary scale of investment ($100B+ from Amazon alone, with similar amounts from Microsoft, Meta and others) represents a step-change acceleration in AI infrastructure deployment. This massive increase in available computing resources will dramatically compress timelines for training increasingly powerful models by removing key hardware constraints that previously limited development pace.
Tesla's Dojo and Cortex: Elon Musk's Custom AI Supercomputers for Self-Driving Cars
Tesla is developing custom supercomputers Dojo and Cortex to train AI models for its Full Self-Driving technology and humanoid robots. The company aims to reduce dependency on Nvidia chips by creating its own D1 chips, with plans to scale Dojo to 100 exaflops by October 2024, though recent communications suggest a pivot toward Cortex as the primary training infrastructure.
Skynet Chance (+0.08%): Tesla's development of immense AI training capabilities aimed at creating "synthetic animals" with human-like perception increases the risk of advanced autonomous systems that could eventually operate beyond human comprehension or control. Tesla's emphasis on proprietary AI hardware-software integration creates potential for uniquely capable systems with limited external oversight.
Skynet Date (-1 days): The massive investment in proprietary AI compute infrastructure specifically designed for training autonomous systems suggests an acceleration in the development timeline for human-level AI perception and decision-making in physical environments. Tesla's commitment to deploy robotaxis by mid-2025 puts pressure on rapidly advancing these capabilities.
AGI Progress (+0.05%): Tesla's development of custom AI hardware optimized for neural network training represents significant progress in scaling AI computing infrastructure toward AGI-necessary levels. The company's integrated approach to hardware and software, combined with real-world data collection from millions of vehicles, creates a uniquely powerful capability focused on perception and decision-making.
AGI Date (-1 days): Tesla's massive investment in custom AI compute infrastructure (targeting 100 exaflops) and its aggressive timeline for unsupervised FSD by 2025 suggests an acceleration in the development of AI systems capable of human-level visual perception and decision-making in complex environments.
Key ChatGPT Architect John Schulman Departs Anthropic After Brief Five-Month Tenure
John Schulman, an OpenAI co-founder and significant contributor to ChatGPT, has left AI safety-focused company Anthropic after only five months. Schulman had joined Anthropic from OpenAI in August 2023, citing a desire to focus more deeply on AI alignment research and technical work.
Skynet Chance (+0.03%): Schulman's rapid movement between leading AI labs suggests potential instability in AI alignment research leadership, which could subtly increase risks of unaligned AI development. His unexplained departure from a safety-focused organization may signal challenges in implementing alignment research effectively within commercial AI development contexts.
Skynet Date (+0 days): While executive movement could theoretically impact development timelines, there's insufficient information about Schulman's reasons for leaving or his next steps to determine if this will meaningfully accelerate or decelerate potential AI risk scenarios. Without knowing the impact on either organization's alignment work, this appears neutral for timeline shifts.
AGI Progress (+0.01%): The movement of key technical talent between leading AI organizations may marginally impact AGI progress through knowledge transfer and potential disruption to ongoing research programs. However, without details on why Schulman left or what impact this will have on either organization's technical direction, the effect appears minimal.
AGI Date (+0 days): The departure itself doesn't provide clear evidence of acceleration or deceleration in AGI timelines, as we lack information about how this affects either organization's research velocity or capabilities. Without understanding Schulman's next steps or the reasons for his departure, this news has negligible impact on AGI timeline expectations.
Google Plans to Transform Search into AI Research Assistant
Google CEO Sundar Pichai has announced plans to significantly evolve Google Search in 2025, moving it from a link-based system to an AI assistant that browses the internet on users' behalf. The company intends to integrate advanced AI systems like Project Astra, Gemini Deep Research, and Project Mariner to automatically conduct research and interact with websites for users.
Skynet Chance (+0.06%): Google's plan to develop AI systems that autonomously browse websites, conduct research, and act as intermediaries between users and internet content represents a significant step toward AI systems with greater agency and independent operation in human information environments.
Skynet Date (-1 days): The aggressive 2025 timeline for deploying autonomous AI agents that can interact with the web independently indicates an acceleration in the development and deployment of AI systems with significant agency, bringing potential control risks closer than previously expected.
AGI Progress (+0.04%): Google's integration of multimodal systems (Project Astra), autonomous research agents (Deep Research), and web-interaction capabilities (Project Mariner) into Search represents substantial progress toward more general AI systems that can understand, navigate, and act in human-designed digital environments.
AGI Date (-1 days): The stated timeline of implementing these advanced AI capabilities throughout 2025, despite previous setbacks with AI hallucinations, suggests a rapid acceleration in deploying increasingly autonomous AI systems to billions of users.
Alphabet Increases AI Investment to $75 Billion Despite DeepSeek's Efficient Models
Despite Chinese AI startup DeepSeek making waves with its cost-efficient models, Alphabet is significantly increasing its AI investments to $75 billion this year, a 42% increase. Google CEO Sundar Pichai acknowledged DeepSeek's "tremendous" work but believes cheaper AI will ultimately expand use cases and benefit Google's services across its billions of users.
Skynet Chance (+0.05%): The massive increase in AI investment by major tech companies despite efficiency improvements indicates an industry-wide commitment to scaling AI capabilities at unprecedented levels, potentially leading to systems with greater capabilities and complexity that could increase control challenges.
Skynet Date (-1 days): The "AI spending wars" between Google, Meta, and others, with expenditures in the hundreds of billions, represents a significant acceleration in the development timeline for advanced AI capabilities through brute-force scaling.
AGI Progress (+0.04%): The massive 42% increase in capital expenditures to $75 billion demonstrates how aggressively Google is pursuing AI advancement, suggesting significant capability improvements through unprecedented compute investment despite the emergence of more efficient models.
AGI Date (-1 days): The combination of more efficient models from companies like DeepSeek alongside massive investment increases from established players like Google will likely accelerate AGI timelines by enabling both broader experimentation and deeper scaling simultaneously.