[Idea to reduce investment in large training runs]
OpenAI is losing lots of money every year. They need continuous injections of investor cash to keep doing large training runs.
Investors will only invest in OpenAI if they expect to make a profit. They only expect to make a profit if OpenAI is able to charge more for their models than the cost of compute.
Two possible ways OpenAI can charge more than the cost of compute:
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Uniquely good models. This one's obvious.
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Switching costs. Even if OpenAI's models are just OK, if your AI application is already programmed to use OpenAI's API, you might not want to bother rewriting it.
Conclusion: If you want to reduce investment in large training runs, one way to do this would be to reduce switching costs for LLM users. Specifically, you could write a bunch of really slick open-source libraries (one for every major programming language) that abstract away details of OpenAI's API and make it super easy to drop in a competing product from Anthropic, Meta, etc. Ideally there would even be a method to abstract away various LLM-specific quirks related to prompts, confabulation, etc.
This pushes LLM companies closer to a world where they're competing purely on price, which reduces profits and makes them less attractive to investors.
The plan could backfire by accelerating commercial adoption of AI a little bit. My guess is that this effect wouldn't be terribly large.
There is this library, litellm. Seems like adoption is a bit lower than you might expect. It has ~13K stars on Github, whereas Django (venerable Python web framework that lets you abstract away your choice of database, among other things) has ~80K. So concrete actions might take the form of:
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Publicize litellm. Give talks about it, tweet about it, mention it on StackOverflow, etc. Since it uses the OpenAI format, it should be easy for existing OpenAI users to swap it in?
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Make improvements to litellm so it is more agnostic to LLM-specific quirks.
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You might even start a SaaS version of Perplexity.AI. Same way Perplexity abstracts away choice of LLM for the consumer, a SaaS version could abstract away choice of LLM for a business. Perhaps you could implement some TDD-for-prompts tooling. (Granted, I suppose this runs a greater risk of accelerating commercial AI adoption. On the other hand, micro-step TDD as described in that thread could also reduce demand for intelligence on the margin, by making it possible to get adequate results with lower-performing models.)
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Write libraries like litellm for languages besides Python.
I don't know if any EAs are still trying to break into ML engineering at this point, but if so I encourage them to look into this.
AI governance could be much more relevant in the EU, if the EU was willing to regulate ASML. Tell ASML they can only service compliant semiconductor foundries, where a "compliant semicondunctor foundry" is defined as a foundry which only allows its chips to be used by compliant AI companies.
I think this is a really promising path for slower, more responsible AI development globally. The EU is known for its cautious approach to regulation. Many EAs believe that a cautious, risk-averse approach to AI development is appropriate. Yet EU regulations are often viewed as less important, since major AI firms are mostly outside the EU. However, ASML is located in the EU, and serves as a chokepoint for the entire AI industry. Regulating ASML addresses the standard complaint that "AI firms will simply relocate to the most permissive jurisdiction". Advocating this path could be a high-leverage way to make global AI development more responsible without the need for an international treaty.
Yes! 😄 Some of us are working on exactly this!
That said, there are also a few caveats:
- At the moment it is actually the Dutch government, not the EU, that is responsible for export controls and which places ASML is allowed to export to and what kinds of restrictions need to be put on that.
- Increasingly, things like export controls are also bypassing European jurisdictions because the U.S. is applying ever more control over the entire supply chain through new legislation that gives them the right to implement export controls on products that contain only a relatively small amount of U.S.-made goods. On the other hand, that is obviously not total control, and the fact that the Atlantic alliance is not in the strongest shape right now might actually indicate that the EU might be willing to move more independently on this in the future.
- Unfortunately, there is much less awareness of the long-term geopolitical importance of AI in EU capitals. So the theory of change most people working on this now follow is something like: first raise awareness of this being an important issue, simultaneously raise awareness of this being a leverage point in the chip supply chain, and then start advocating for these regulations.
- ASML is also a company that might threaten to relocate to a more permissive jurisdiction. Now, I don't see that happening very quickly, but it is worth thinking about as a consideration.
Hi Ebenezer,
I am just seeing this, and I would love to have a conversation around this with you.
Going through the fairness of how AI organizations have been so far, I think not just the EU needs this, but globally, as we need a regulation of how some agents are being built