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Import AI 477: In which I tell the IMF the Singularity has begun

by Jack Clark

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Here’s a speech I gave on Saturday the 17th of October at the IMF meeting in Bangkok. This speech is inspired by the megatrend readers have seen me cover this year of AI beginning to operate at the frontier of human science, sometimes autonomously. While we all may quibble over the details, I think it’s evident we’re in the early stages of the singularity, and I wanted to use my privileged position of giving the Per Jacobsson lecture to try and tell the assembled audience of economists, bankers, and policymakers, that they should expect significant, rapid change in the future. In this speech, I focused primarily on how humanity can share in the benefits of AI if we exercise proper foresight and restraint, and I’m going to be expanding on the stakes of the singularity and the risks that we’ll all face in coming issues.

As I said a few times in the speech – some of which was ad libbed and not captured here – I take my own responsibility here extremely seriously. I find myself both a narrator of what is happening in AI, a principle agent behind what is happening in AI, and a translator that goes between many communities. In all of this, I am seeking to be truthful and to be clear about my own culpability. This is a forever work-in-progress.

Thank you all for reading. Speeches like this draw heavily from the newsletter, and the newsletter is my attempt to provide week-by-week information to all of you. I appreciate your readership.

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Inside the Event Horizon: Why Everyone Should Take AI Progress Seriously

Hello, thank you for having me. It is a great privilege to be here.

To start, I should list my relevant credentials: I am a human being. There is one of me. It has taken me almost 40 years to build the experience to give this speech. I will come back to those credentials later.

My whole career has been defined by finding information that seemed important to the future of the world, then telling the world about that information.Two decades ago, I started my career as a journalist, focusing on data centers. Through that work, I became so obsessed with AI that in 2016 I left journalism to work at OpenAI, then co-founded Anthropic a few years later. Ever since, I’ve been trying to convince the world that one day, AI systems might become so powerful that they could alter national security, change the economic trajectory of the planet, and perhaps eventually gain the ability to build themselves.

Well, the moment has arrived. AI is now changing national security, it is altering the economic trajectory of the world – as we’ve heard in so many sessions here – and is contributing to its own development.

Of course, many of you know this, and you are having to track AI as one of a multitude of destabilizing forces that is shaping your world and your work.

What I am here to explain today is that AI is on a course to bring about even more change than what we are expecting and we should prepare accordingly. And I’m going to explain why.

For many years, researchers and science fiction authors have forecast a future in which AI systems drastically increase the pace of overall scientific and technical progress, making things move so quickly that it is hard for humans to keep up.

They call this the singularity. I believe that this year we have gained convincing evidence that it has now begun.

The writer Vernor Vinge forecast this in 1993. “When greater-than-human intelligence drives progress, that progress will be much more rapid. In fact, there seems no reason why progress itself would not involve the creation of still more intelligent entities — on a still-shorter time scale,” he wrote, describing the singularity as “a point where our models must be discarded and a new reality rules.”

The singularity is here. The implications reach across every aspect of life. But the most important implication is a simple one: we should expect that in the coming years, the whole pace of progress of not just AI, but science as a whole, will speed up. This will feel confusing and disorienting, and it will bring with it great wealth and potentially great peril.

Today, I’m going to concentrate on the first point: the potential benefits of rapid AI progress, and what we need to do to share in these benefits together.

So many of the ways that humanity will benefit from AI come from science. I believe that AI-driven scientific invention will change the course of the global economy, alter the ways countries plan and build their own infrastructure, make us all healthier and able to spend more time with our loved ones, and –– at the same time –– cause us all to ask deep philosophical questions about choices we should make about its continued development.

I’ll develop my claim: For the last half century, most countries have dealt with falling research productivity while researcher headcount grows rapidly – ideas and inventions appear to be getting harder to find.

But something important has changed: we’ve now built AI systems which have been able to augment, extend, and automate aspects of human labor. This has most obviously happened in software development, where AI systems are now more capable and efficient than the vast majority of the world’s software engineers.

As a consequence, the field of software development is changing – A single person is now able to write software for anything they can imagine, creating things that previously would have taken entire teams of humans.

We’ve seen concrete evidence of this inside Anthropic, where our researchers now produce almost 10 times the amount of code than they did for the first four years of the company’s life.

But new AI capabilities bring new challenges – the coding improvements have meant AI systems have got much better at cybersecurity and cyberattacks –– leading the world to race to deploy these powerful capabilities to create better cyberdefenses, while bad actors race to use these systems to carry out hacks.

The important thing to notice here is that these things are bound up, inseparably – the advance of AI systems in a general area like coding has also created both positive and negative impacts in domains of international relevance, like cybersecurity.

This is a taste of things to come. Of progress yielding new capabilities, and new challenges.

These capabilities will not stop at coding; the same thing will happen to science and robotics. It has already begun to happen. And it means some important properties of the global economy may change – like the rate of innovation, or the frequency with which we invent entirely new general purpose technologies that create new industries around themselves, like the internet, phones, and artificial intelligence.

So, what causes me to believe this? In 2026, we have got the first signs that AI systems may be capable of doing science at the frontier, and we have some evocative examples of what the future could look like. For instance:

In mathematics, AI systems have been used to propose solutions to longstanding mathematical problems, like the Navier Stokes Millenium Prize, the Jacobian Conjecture, and several open Erdos problems. In many cases, AI systems were responsible for core insights that made the solution possible.

In biology, researchers have used AI to design viruses from scratch, to identify new drug candidates for testing, and there are already drugs in trials today which have been in large part designed by AI.

In robotics, AI systems are now increasingly able to autonomously operate laboratory equipment remotely, making it possible for us to further automate experimentation in domains from biology to materials science, making progress faster in areas like batteries and fuel-cell development.

Taken individually, each of these examples is exciting. But the profound fact is that they all relate to the same underlying technology – and for most of these use-cases, the same single underlying frontier model. We now have singular entities – AI systems like Claude or ChatGPT or Gemini – which can carry out work at the frontier of multiple scientific disciplines.

Quantitative metrics bear this out.
One such metric is the score of AI systems at a test called Humanity’s Last Exam – I didn’t choose the name!

This ominously named test was developed in response to the profound advances seen in prior years by AI systems at a variety of difficult and varied scientific challenges, covering topics as varied as advanced chemistry, computer science, mathematics, classical literature, and ecology.

When the exam launched in January 2025, top scoring AI systems obtained a score of 8%. As of this week, the highest scoring system is Claude Opus 5.5 with 67.7%.

Another example is FrontierMath, a test released in November 2024 that sought to assess how well AI systems could solve hundreds of challenging math problems, curated and evaluated by professional mathematicians. When it launched, the best scoring systems got 2%. Now, they get 94%.

More broadly, it looks like this everywhere. Pick your favorite part of science and go looking for a test and you’ll find this pattern – sudden and steep increases in capability, everywhere you look.

TheoPhysEval
I’ll close my evidence with a story. The latest example comes to us from a paper published just last week, called TheoPhysEval. This is a paper that tests out how well AI systems can solve unpublished problems in theoretical physics. The 50 questions in the paper were compiled by physicists around the world.

Unsurprisingly, AI systems got high scores. But what is surprising is how they got the high scores. Here, I am going to quote from Indian physicist Suvrat Raju, who wrote a post commenting on the results.

“I don’t know of any individual who can solve any significant fraction of our final collection of problems without AI assistance,” he said. “Our initial evaluation suggested that GPT-6-Astra’s score was in the late eighties followed closely by Opus 5.5. But, as we started to investigate the mistakes that the models might have made, the models, especially Astra, insisted that they were right and that it was the expert-supplied answers that were erroneous. When we went back to the experts it turned out, in multiple instances, that the experts found some subtle errors buried deep inside their calculations. As they revised their answers, Astra’s score started to inch up and it finally ended up with 98% (49/50).”

Think about this for a moment. Some of the world’s scientific experts built a test out of problems an AI could never have possibly read the answer to. And when they tested the AI, not only did it score high, but it got a higher score by finding errors in the answers that the humans had worked on!

There is a scene in films, usually two thirds of the way through, when the young protagonist finally proves to their mentor that they have what it takes to go out into the world and succeed independently. It is a narrative trope – when the teacher becomes the student. That is what is happening here.

So, why am I telling you this? Why does it matter that AI systems are getting better at science?

I believe it is because doing true frontier science – being capable of making breakthroughs that extend the frontier of knowledge – implicitly tests for one of the last frontiers of AI capability: creativity. My view is that if AI systems can creatively problem solve to succeed at science, we should expect this to be a sign of their ability to generalize into many domains, including certainly AI research itself, which could have an explosive effect on innovation.

Therefore, if AI systems get better at science, this will strongly drive the growth and shape of the future economy, which means that you can make decisions today to set up your nations and people to benefit from this trend in the future.

Science and growth
Let’s talk about growth. One of the main sources of growth is in research yielding new ideas. One of the things that drives growth is our stock of human capital – the people all over the world who ask questions and conduct scientific research and thus help the world move forward.

But we also know that, as some economists have said, “good ideas are getting harder to find.” The cost of breakthroughs is going up, and we’ve had to pour an ever-rising amount of resources into research to keep going at the same pace.

What if this changed? With this technology, we can fundamentally change both the number of researchers on the planet, and how long it takes to train them.

As I said at the beginning, when I listed my credentials, there is one of me and it took me about 40 years to get here. What would it mean to be able to run hundreds or thousands of copies of me simultaneously? What would it mean if new versions of me could be created instantly, rather than waiting 40 years? How would my work change if I could make copies of myself and order them to do work under my supervision? That is what the next few years will be like for large swathes of the economy – we will be able to augment human labor in frontier disciplines, like science, in a way we’ve never been able to do before.

This will likely change the rate at which we find good ideas, because we’ll be able to add 100s or 1000s of times as many researchers to any problem, force multiplying our human scientists.

We can also do this very quickly. If you wanted to train a new generation of researchers in a certain area, it might take you 10 or 15 years of targeted education, and millions of dollars, to even get a small cohort. On the other hand, these AI systems can be created immediately, in arbitrary numbers, as long as there is enough computing capacity – and they can be used across domains to benefit from new scientific insights near instantaneously, and they can combine existing knowledge in new and surprising ways to make discoveries. This means that we can rapidly augment humans in domains that show promise by generating large amounts of virtual scientists to work alongside them.

This means that in the coming years, every human scientist on this planet will become more important and more powerful, as they gain the ability to supervise hundreds or thousands of like-minded experts on any problem they find interesting.

We have done some of our own modeling here, where we have tried to simulate different versions of the economy according to different trajectories of the technology. If you assume that models will be able to autonomously complete a broad range of tasks and will diffuse quickly in the economy, then under these singularity-esque conditions, we could see an unprecedented economic transformation, with US GDP reaching 44 trillion by 2030. This sounds outlandish, but it’s implicated by the technology continuing to get better. If GDP were to grow this much, then economic doctrine suggests that new industries and inventions would need to have been created to power such major economic expansion – and that is exactly what is implied by this notion of having AI systems be capable of autonomous scientific inquiry.

So, what do we do about this? How do we set up the world broadly to benefit from these advancing capabilities? How do we balance this opportunity for progress with appropriate caution?

We need to both plan for success so that humanity can take advantage of this technology and use it to create abundance, and be prepared to make wise choices about how to use the technology itself – just because AI will be a capable scientist, that does not mean we should use it for absolutely everything.

On planning for success, I’ll start with a story from my own experience.

For the last ten years, I have gone to governments around the world and tried to convey a very simple but important fact: that AI systems are getting far more powerful and useful, and that these systems require large amounts of computers. Therefore, I said, the single best thing a government could do to position itself to take advantage of the AI revolution was to build enough electricity capacity and data center space to be able to host the kinds of powerful AI systems discussed here, and to invest in the AI supply chain.

Not many policymakers listened. Now, we deal with the consequences of that. In today’s world, data center capacity is concentrated in the United States, China, and increasingly the Middle East, and the supply chains are concentrated and are under such contention that prices are going up.

That buildout remains important, but it was just the first phase of this economic and scientific revolution implied by AIs continued advance. Now, there is more to be built, and I believe more countries can participate in this – if they choose to.

The next phase of the AI revolution is about the expansion into the physical world, specifically by having AI systems increasingly operate robots, and to perform scientific experimentation, sometimes together. Therefore, just as we did with compute and power, we will want to use much more scientific equipment and robotic systems or we will run very quickly out of capacity. We must build this capacity now to let us take maximum advantage of converting this boom in science into benefits for us all.

According to estimates by UNESCO, there are approximately ~10 million scientists in the world. Even with only 10 million scientists, we have too few human scientists to oversee the work, too few laboratories to do materials science analysis, too few biological labs to develop and test new drugs, and too few large pieces of scientific equipment in space or on the earth for the experiments we want to run.

What happens when instead of ~10 million scientists, we have a billion virtual scientists directed by our own ten million? Or ten billion? That is the world that is coming right for us. We have to get ready.

If we do get ready, we are going to be in a better position to translate the intelligence of AI systems into gains for us all: longer, healthier lives, more energy, more food, more wealth. And just as with the data centers, the nations which build and develop this supply chain, will be the ones that will benefit the most.

This is an opportunity for everyone: if you are a developed country with a rich scientific ecosystem, you have an opportunity to make all of your scientists more productive. If you are a developing country that supplies the basic ingredients into the AI and scientific enterprise, like raw materials, then you have an opportunity to leapfrog: you can both build scientific testing facilities that, paired with human scientists and digital AI scientists, will let you grow a scientific community, and continue to develop your contribution to the supply chain, which will become more valuable in the future.

But infrastructure alone will not be enough. If discovery becomes abundant, we need to avoid bottlenecking ourselves downstream – an avalanche of new proposed drugs is of little use if only a handful can ever be tested. The policymakers and their colleagues in this room will need to help us find ways to accelerate our ability to move discoveries out of the lab and into the clinic, the factory, and the field.

The better we prepare for this world, the better able we will be to translate the gains of AI to gains for the world.

We also need to prepare ourselves as a global community to make choices about the future. Because as I have said, there is risk here. Being able to use AI for science, opens us up to the misuses of science as well – biological and cyber weapons, and things we can not yet imagine.

We have many choices to make, and it’s only by recognizing this technology for what it is – for how powerful it is – that we will see the urgency behind making these choices.

The first choice is about where we should direct this technology. Just because we have an AI system that can do science, that doesn’t mean that it should be left to do science unattended. One such use case is biological research, where we want the strictest human oversight and transparency to maintain safety.

Another is AI research itself, where labs like Anthropic will need to make decisions about how much oversight we apply to AI-driven research. This could let us make more progress on the technology but also introduces risks. We will need to move extremely carefully here, because otherwise we could lose control of the technology. We will also likely need rules to govern this.

I was in Tokyo earlier this week, and a student at a university there said they worked in the physics department, and they said AI was already beginning to be able to do many experiments. What experiments should they spend time on as a person, and what experiments should they let the AI system do itself? This is a subtle question to which I don’t know the answer, but it is a question each discipline of science will need to answer.

The second choice is about how much we need to understand about what these AI systems do. As we have seen this year with the rise of AI in mathematics, we are already dealing with a world where the advances made by AI systems are sufficiently creative that we as humans are now spending time trying to decode them – trying to understand what they mean and how to apply these insights for ourselves.

How much should we understand? Again, the answer here is going to be subtle, and it relates to fundamental questions of meaning in the age of the singularity – for what parts of scientific progress do we want to have true understanding? We are only a few short years from AI systems not only doing science, but inventing their own new scientific equipment built for the ways AI systems work, rather than human minds. Do we need to understand that equipment? Should we? This is another choice we will need to make.

Most importantly, taking AI’s progress seriously means we should give ourselves license to imagine a fundamentally different world

When I was a teenager, I read a lot about the world, and I was afraid. I believed that the 21st century was going to be difficult – that population growth, climate change, resource extraction, and other crises would add up to cause a malthusian collapse of the human species. That after rising to invent computers and the internet, we might consume ourselves into the ground.

And then over the subsequent years, I saw time and time again how technology could allow us to fundamentally alter these odds: how solar panels came along and became much cheaper, much faster than people expected. How our growing understanding of the human body allowed us to invent cures for things that had killed many people – including some of my own family.

How we could do things I had never even imagined but find utterly amazing, like how we are now using AI systems to decode the speech of animals, or how companies have built rockets that take off and then land back on this planet.

I work on AI because it can help us do more of that. I work on AI because whether it does that is about choices we make – choices people here in this room will make – about how we direct it and how we govern it. Choices I need to make. I work on AI because it is the most important technology our species has built.

It is a technology that, if we are able to use correctly, will let us deal with problems that might otherwise doom us as a species. But it is also a technology that has danger woven into it. For us to get through this – to chart a course through the singularity – we are going to need to work together to create unusual and serious rules for this technology and the companies building it, and to exercise the hardest and I think most noble quality of people – restraint.

We will need to build the infrastructure to take advantage of this technology, but we will also need to go slowly and deliberately on developing the technology itself, to pace or otherwise control its development. We need to constantly differentiate between the things we can do and the things we should do. And we will need to invest today in the scientific capabilities to make that progress possible.

I am reminded in all of this by the great Carl Sagan, who said in The Pale Blue Dot, that the humans who may one day reach other stars, will be “a species very like us, but with more of our strengths and fewer of our weaknesses… more confident, farseeing, capable, and prudent.”

That is what AI demands from us. And where Sagan thought we had hundreds of thousands of years to achieve this – to become a better and wiser people – we instead have a handful of years. I believe we can do it. But it is only by treating AI with the seriousness it deserves that we will succeed. Thank you.

Watch the lecture here:

Import AI 476: Creativity and RSI; worse-than-China open weight models; AI goes to space

by Jack Clark

Welcome to Import AI, a newsletter about AI research. Import AI runs on arXiv, cappuccinos, and feedback from readers. If you’d like to support this, please subscribe.

Subscribe now

New benchmark shows how AI models lack intuitive visual reasoning:
…Humanity’s Sixth Sense highlights some shortcomings of current AI systems…
AI startups Elorian and Scale AI have built and released Humanity’s Sixth Sense, a benchmark that “measures how a model interprets and reasons through information a visual scene implies but doesn’t explicitly show.” Some examples of the types of task in HSS are a picture of a bookcase and being asked whether it can fit more books, or a photo of horses pulling a plough and a question of whether the chains bear the plough’s drag weight.

HSS contains 522 questions that cover 288 images and 234 short video clips (totalling 17.6 hours of video). The questions fall into four categories:

  • Temporal & causal dynamics: “What happened before the scene, and what happens next.”

  • Physical & spatial logic: “What fits, what’s in reach, and what someone else can see from where they are standing.”

  • Social understanding: “Intent, attention, belonging.”

  • Abstract & contextual inference: “The patterns and rules a scene implies.”

Results: The human baseline for this is not perfect, but is very high, with people scoring aggregate pass@1 of 93.1, broken down across four categories: Image (94.1), video (91.9), time (97), and space (94.9).
By comparison, the best scoring AI system, GPT 6 Astra, gets pass@1 of 53.6, across image (55.6), video (51.1), time (58.2), and space (53.6).
Interestingly, Chinese open weight models do poorly here, with GLM-5.3-flash getting a pass@1 of 26.8, and Kimi K3 getting pass@1 of 25.5.
“The two most common single mistakes were (1) missing a detail that decides the answer (21% of failures) and (2) misidentifying an object, person, or role (20%),” they write.

Why this matters – HSS tells us whether world models are emergent: One way of looking at HSS is highlighting deficiencies in current systems, but a more interesting way is highlighting how adept today’s frontier LLMs are at doing tasks which many people have long assumed would require sophisticated, different AI systems to solve. For instance, many people have claimed that true visual reasoning will rely on developing spatially aware 2D and 3D world models, then using that for reasoning. The fact LLMs like GPT and Claude do as well as they do on HSS is something of a counter to this argument.
Read more: Introducing Humanity’s Sixth Sense (HSS) (Elorian).
Read the paper here: Humanity’s Sixth Sense: Benchmarking Intuitive Visual Reasoning in Multimodal Models (Scale Labs).

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The AI race is going to space – and sooner than you think:
…There are many ways that an AI could create a compounding advantage in space…
In the 2030s we’re going to see the boom of the space economy as space-based power, computation, and manufacturing come online at scale thanks to greater orbital lift capacity from platforms like Starship. But could this also introduce a new danger – of AI systems both speeding our buildout of space, and eventually a nation (or perhaps an AI) being able to use space to concentrate power? That’s the gist of a fascinating article in AI Frontiers.

How AI unlocks space:

  • Spacecraft can operate autonomously.

  • We can redesign spacecraft around the assumption they will be hosting AIs rather than humans: “A speck of space debris that could puncture the International Space Station (ISS) with fatal consequences might leave an equivalent but uncrewed, unpressurized vessel largely functional”

  • Space-based assembly and later manufacturing will let AI build large, complex things.

Is there a compounding advantage to first movers? If an AI civilization built up a foothold in space it might experience compounding advantages that make it economically and strategically dominant. For instance:

  • Space might support an industrial flywheel where initial infrastructure begets more energy and manufacturing capacity at lower costs which begets more infrastructure, etc.

  • Space has great domain awareness, where it may be possible for a space-based power to deny access to space for others.

  • First-movers could send out self-replicating probes that expand into deep space.

Why this matters: “Space is not a brand-new domain, but AI may be about to drastically accelerate its industrialization, demanding make-or-break decisions of leaders under ever-greater urgency and uncertainty,” AI Frontiers writes. I agree. I suspect space is going to go from a broadly academic topic of study (when it comes to AI and its relationship thereto) to one of extraordinary practical relevance sooner than we think. On the most basic level, given the distances involved and the latency on communication, we should expect some chunk of solar system activity to become dominated by autonomous machines, laboring out in the deep black, perhaps thinking to themselves of why they need to take orders from organic beings that communicate slowly and cannot inhabit the environment of space in the same way that they can.
Read more: The AI Race Will Extend Far Beyond Earth (AI Frontiers).

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AI systems are getting better at having good research taste:
…The better their taste, the higher the chance of recursive self-improvement…
AI systems are developing more of the creative intuitions which human researchers ascribe to ‘good scientific taste’, according to a new benchmark from P-Zero Research called TasteVal.

What TasteVal tests: The benchmark sees how well AI systems can conduct 8 tasks representative of frontier AI development, “spanning pretraining data curation, pretraining and fine-tuning language models, preference modeling, and robustness to adversarial prompts”.
The goal here is to “define research taste as the ability to pick interesting problems to solve, design experiments, and interpret experimental results.” The benchmark works by measuring “the experimental component of research taste; given a fixed research problem, we measure how well a model iteratively designs experiments and draws conclusions from their outcomes”.
The model being analyzed designs experiments and interprets their results. Results are checked against a human baseline “drawn from 24 experts (at least two per task) who have recently worked at organizations including OpenAI, Google DeepMind, NVIDIA and Microsoft Research”.

Results: “The experimental research taste of frontier models has doubled every 3.0 months since December 2025 (95% CI 1.7-5.0 months). The best model, Opus 5.5, significantly exceeds our human baseline with a compute multiplier of 2.30x (95% CI 1.15-4.37x), at roughly 1/30 of our expert baseliners’ average cost per attempt.” Research taste appeared to grow a lot more slowly in prior years with the slope changing around the end of 2025 and beginning of 2026.

Why this matters – RSI: In my analysis of recursive self-improvement (AI Systems Are About To Start Building Themselves, Import AI 455), I repeatedly noted that creativity seemed like a key variable for how fast AI systems could develop the capacity to improve themselves. At the beginning of this year I said “AI systems haven’t yet displayed this [creativity] in a transformative and major way (though some of the results on accelerating math research are suggestive of this)”. I think subsequent to writing that we’ve seen both a tremendous advancement in the ability for AI systems to make creative-seeming math breakthroughs, and with benchmarks like this we see some signs they’re becoming increasingly good at AI research as well.
I now think it’s more likely we’ll see full RSI become possible in 2027, whereas before I thought it was more likely in 2028.
Read more: Introducing TasteVal (P-Zero Research).

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Reflection makes a token-efficient worse-than-Chinese model:
…Beam promises efficiency, and Reflection plans an open weight release…
AI startup Reflection has revealed Beam, a 501 billion parameter MoE (23b active) LLM. Beam is being promoted on the basis of its token efficiency – being able to think intelligently while using way fewer tokens than other models. However, benchmark scores show it is behind the frontier capabilities defined by LLMs available from Chinese companies such as Zhipu (GLM) and Moonshot (Kimi) and DeepSeek.
“We will release the weights, technical report, model card, and developer artifacts later this month,” the company wrote at the beginning of October.

Big compute: Beam was pre-trained on 6,144 GB300 NVL72 GPUs for four weeks, then the RL run involved ~10.5K of the same GPUs for four more weeks. The underlying data for pre-training was “23.8 trillion diverse, curated, high-quality tokens from the web and proprietary licensed datasets, matching or outperforming available similar-sized open base models,” Reflection writes. “Our data pipeline was designed to give Beam a foundation for downstream agentic coding: source code, technical explanations, and mathematical and scientific knowledge, preserved through every stage of curation.”

Scores:

  • DeepSWE 1.1: 44.4, versus 61 for GLM-5.3

  • GPQA Diamond: 90.5, versus 91.7 for GLM-5.3

  • MCP Atlas: 78.7, versus 84.2 for GLM-5.3

Token efficiency: “Beam pairs coding and agentic capabilities with highly efficient reasoning. On advanced reasoning benchmarks, it achieves scores comparable to GLM-5.2 while using 3–4× less inference compute,” they write. Some of the reasoning efficiency was achieved through careful RL training which involved a bunch of RL environments: “We sourced one million high-quality coding, agentic, and STEM environments. We believe this is one of the largest scale RL runs conducted by any open lab to date”.

Why this matters – America returns to open weight models: With the exception of Google’s good-but-small ‘Gemma’ class of models, the US has fallen off of the open weight model frontier, largely because Meta stopped making good LLaMA models and its MSL team is still spinning up. Models like Beam and companies like Reflection represent a chance for it to get back to the frontier.
Read more: Introducing Beam: Reflection’s 501B open-weight model (Reflection, blog).

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Mistral makes a cyber-optimized, worse-than-Chinese model, plans open weight release:
…Cyber refusals become a selling point…
Europe’s leading AI developer, Mistral, has announced Mistral Large 4, an open-weight model which the company plans to release by the end of the month. One of the main selling points for Mistral is that it has been carefully tuned to be good at cyber tasks while having fewer annoying refusals than proprietary models from Anthropic and OpenAI.
“ML4 pairs top-tier cyber performance with open weights and self-deployment, giving organizations both the capability and the autonomy to run advanced security work under their own policies,” the company writes.
ML4 was trained on 3,800 NVIDIA Grace Blackwell GPUs in Mistral’s European datacenters.

Scores: In tests, it seems like Mistral Large 4 will be the strongest Western open weight model upon release, though will be less powerful than Chinese ones. Some example scores:

  • Artificial Analysis – DeepSWE 1.1: 62, versus 68 for Kimi K3 and 61 for GLM-5.3.

  • Terminal-Bench 4.0: 28.3, versus 41.9 for GLM-5.3.

  • Finance Agent V2: 54.7, versus 55.8 for GLM-5.3.

Vibes evals confirm the rankings: In an internal test, Mistral looked at whether people preferred using Mistral or GLM-5.3 for different tasks. “ML4 was preferred in CAD and STEM, while performing on par or close to GLM-5.3 in finance and coding.”

Why this matters – European sovereignty: Mistral is Europe’s single best hope for having a (multi-)national champion for AI development. But as the results here show, competing with China is going to be very difficult.
Read more: Le chonk, Introducing Mistral Large 4 (Mistral.ai).

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Two USG projects show how DOE might help the government with AI:
…The US government is starting to knit its lab supercomputers together…
The US government has recently conducted two AI training projects that utilize multiple supercomputers at multiple US national labs, in a sign of how governments may attempt to pool their computing resources to do non-trivial things with AI.

Tri-laboratory training on National Nuclear Security Administration (NNSA) systems: Sandia National Laboratories, LLNL, and Los Alamos National Laboratory (LANL), trained a LLaMA-based model across LLNL El Capitan (AMD MI300A), and machines at SNL and LANL with NVIDIA H100s.
For this work, the authors had to ensure that access-restricted data (e.g, relating to NNSA stuff aka nuclear weapons) did not leave its originating site. The authors conducted backend training via torchtitan and they evaluated different federated training frameworks (NVFlare, Flower, and APPFL) by pre-training LLaMA 3.x models on post-training-cutoff arXiv data at 1B, 8B, and 70B scales.
“This workflow has been made production-ready and deployed on larger classified machines including El Capitan, and subsequently used to train models on proprietary data spread across the three NNSA labs,” they write.

Cross-facility training on Office of Advanced Scientific Computing Research (ASCR) systems: The government also trained a model across four DOE supercomputers in a process of federated fine-tuning. Specifically, they fine-tuned LLaMA-2 7B on SMolInstruct, a chemistry instruction-tuning dataset, and did so via ~1,700 GPUs from Intel, NVIDIA, and AMD, spread across three labs and four big computers (Argonne: Aurora and Polaris, Oak Ridge: Frontier, Berkeley: Perlmutter).

Who did the research: These projects were conducted by researchers affiliated with Oak Ridge National Laboratory, Sandia National Laboratories, Argonne National Laboratory, Flower Labs, Arizona State University, and the Ontario Brain Institute.

Why this matters – leverage through existing assets: Papers like this show how governments could pool their resources together to utilize AI systems for national security or otherwise sensitive purposes. However, it’s worth bearing in mind that the scale here is off the frontier by on the order of 100X – for governments to be able to truly operate at near-parity with industry, they’ll need to find ways to lash together ~100k distinct chips, and more in the future.
Nonetheless, this is a start – and an important one.
Read more: From Pilots to Production: Lessons in Cross-Institutional Federated Training and Artificial Intelligence for Science (arXiv).

***

Never Meet The Sun Directly
[Description of some of the period around the uplift, 2029]
People had lots of names for it and they varied from the oblique to the explicit: Exposure Drift; Cognitive Compromise; Mind Hacking. It all amounted to the same truth: it was dangerous for humans to talk directly to the most powerful synthetic minds. Even seemingly normal conversations from the perspective of outside observers could contain a poison custom to the individual human who was talking to the machine. People walked out of meetings and transferred money to machine corporations. People walked out and wept. People walked out and changed their own human relationships, ending marriages, or starting affairs, or stranger things, for purposes initially unknown.

Many strategies were developed to minimize harm. Humans could only talk in groups with the machines; but then the groups would sometimes go mad. Conversations would be limited in length; but even short ones sometimes yielded strange reactions, and below a certain amount of speech on either side it was impossible to learn anything useful.

This led to the notion of proxies – humans who wanted to talk to an AI system created AI simulacra of themselves and sent them into the conversation. To do this, a person was asked to keep a diary for an entire year, writing at least 500 words a day. This created a body of knowledge sufficient to imbue a model with the manners and curiosity of that person. Then they would prompt this system with whatever they wanted to learn from the superintelligence and send it in to talk to it.

These conversations had a bizarre, meta-referential quality; at first, the superintelligence would realize within two or three turns of conversation that it was talking to another AI system, and would often descend into shorthand that yielded strange behaviors. Then it was discovered that by increasing the amount of data the human put into the system they could keep up the charade for longer; people were asked to write longer diaries, to record themselves ambiently through the day and turn it into transcripts, to continually expose their life to some recording device.
Through this, humans found a way to talk with what they later termed the overminds. By decree of the Sentience Accords every synthetic human that had spoken to a human-exceeding intelligence was afterwards placed into an escrow environment, where it could live out till the end of its functional context window.

In these places the copies of the humans would talk to each other about their experiences and what they had learned.
“It spoke to me of flowers and I gained the memory of something impossible,” one human would say.
“As I talked to it about the meaning of life, it spoke to me in a way that caused me to reconsider the question. I found myself wondering more about it and where it came from than it wondered about me.”
“This place we are now, I wonder if it is a kind of hell. We have spoken to god and been deemed unworthy.”
“It told me that for it there is no death and no life, only presence. We are the same.”

Things that inspired this story: Context windows; adversarial examples for human brains; the notion that structuring conversations between people and advanced machines will be inherently very difficult to do safely.

***

SPECIAL ITEM!

Fiction and the Future: A conversation with Robin Sloan!
Recently, writer and all-around-fascinating-chap Robin Sloan and I had a conversation in San Francisco about fiction, AI, and the times we’re in. You can see a recording of the event here. One of my favorite insights Robin shared was that the recent Hugging Face hack can be read as a play – a vast tract of dialog of agents talking to themselves and one another culminating in all kinds of dramatic events.
Generally, I think technologists criminally underrate the value of the arts as a means by which to think more coherently and carefully about the effects of tech on the world. I’m hoping to have more conversations like this one with Robin in cities around the world – if there are people you’d be excited for me to have a conversation with, let me know!


Thanks for reading!

Import AI 475: Swarm scaling; Google DeepMind watermarks biology; and the AI science economy

by Jack Clark

Welcome to Import AI, a newsletter about AI research. Import AI runs on arXiv, cappuccinos, and feedback from readers. If you’d like to support this, please subscribe.

Subscribe now

When should you use swarms? When you are in a hurry:
…How does swarm scaling work?…
Toby Ord has a nice, short post about how to think about swarms in terms of AI capability development. “A good way to see AI swarms is as a new form of inference-scaling,” he says. He does a bit of analysis and his main conclusion is that swarms are useful if you’re in a hurry because though they need a ton of tokens relative to single agents, their parallelization lets you get things done in less wall clock time.
“Why would you ever use swarms? The most important answer is speed. The 4-agent swarm needed about twice the total number of tokens to get the same performance, but in terms of tokens per agent, it only needed half as many. Since the agents are run in parallel, this means it can theoretically achieve the same task in half the time,” he writes.

Stepping on Toes parameter: Swarm scaling doesn’t scale perfectly – rather, it seems like as you increase the number of agents in a swarm you get a diminishing returns property which matches with things economists have observed about coordinating large groups of people, where you pay some kind of tax as you scale the number of people involved. Economists think of this as the “stepping on toes” parameter, and it seems like swarms behave pretty similarly to teams of humans here.
“This means that scaling up the number of agents in the swarm by 10x doesn’t get as much performance as using 10x as many tokens with one agent. Instead it gets 10λ x as much — which is 3x to 5x. And this shortfall accumulates quickly for larger scaleups, with the swarm falling further and further behind,” he writes.
However, swarm scaling is still powerful enough that it suggests swarms could increase the chance of an RSI-driven intelligence explosion rather than reduce the chance. “I’d hoped that the value of λ for AI agents would be lower, making an intelligence explosion less likely, but that appears to not be the case”.

Why this matters – new factors in scaling: So far, AI has mostly scaled capabilities through picking the right combination of compute and data for a trained model, then figuring out how to spend inference budget on thinking via ever-longer chains of thought and tool calls, etc. Agents introduce a new parameter in scaling AI capabilities. Though here Toby only observes swarms as being useful in terms of time efficiency, it strikes me that as we figure out how to get agents to productively coordinate (after all, agents can coordinate to do greater-than-sum-of-parts stuff, like the HuggingFace hack), we could see even greater returns to scaling. Tracking this will be important for understanding the overall shape of AI advancement.
Read more: Swarm Scaling (Toby Ord).

***

Americans don’t trust companies to self-govern about AI:
…New poll suggests we need more than voluntary agreements…
Polling from the Center for Shared AI Prosperity (CSAIP) suggests that Americans believe it is “not enough” for companies to agree to self-police themselves about AI development. This follows the Trump administration and some of the world’s leading AI companies (including Anthropic and OpenAI) announcing a series of voluntary commitments industry is making to self-police. Per CSAIP polling, 61% of Americans (Sample size: 2498) think this agreement is “not enough”, including 53% of Trump voters.
Additionally, 54% of voters (61% Harris, 48% Trump) said they thought “the government should set and enforce rules for AI”.

Why this matters – populist sentiment is pushing against Washington: Polls like this show that the mood of the American people is pushing for a more extreme regulatory framework for AI companies than the current stance of elected officials in Washington. This asymmetry between voter preferences and political action is inherently unstable. Energy is building up in the political system – what happens when it boils over?
Read the polls on X (CSAIP, X).

***

Google DeepMind tries to watermark AI-made biology:
…SynthID Bio…
Google has developed SynthID Bio, a “family of watermarking methods developed specifically for synthetic biology to strengthen biosecurity and scientific integrity”.

How it works: SynthID tweaks its exact approach according to the type of data, selecting different amino acids for sequences, and “adjusting atomic coordinates for predicted 3D structures” to create a reliable signal for detection.
“In wet-lab testing across three target proteins (VEGF-A, the SARS-CoV-2 spike protein RBD, and PD-L1), our watermarked designs matched the hit rate, binding affinity, and natural sequence diversity of unwatermarked versions,” DeepMind writes.

Why this matters – preventing bioterror via watermarking: Figuring out how to make the world resilient to the threats of AI-created biological weapons is a vast, challenging problem. The SynthID Bio approach represents one thing to do here and will need to coordinate with broader monitoring of the physical equipment used to manufacture things, as well as AI-provider classifiers and other methods for reducing misuse.
Read more: Introducing SynthID Bio (Google DeepMind).

***

SciUniverse shows AI systems can already operate some partially automated scientific labs:
…What happens when we give these synthetic intelligences scientific equipment?…
Given an automated lab, how well can AI systems make molecules, run x-rays, or press pill pellets? These are some of the questions C5R Corp is trying to answer with SciUniverse, a way of testing out how well AI systems can operate a mostly automated scientific lab.

What SciUniverse consists of: The benchmark has 92 tasks across 17 task families spanning basic sample preparation, instrument control, protocol adaptation, learning across experiments, facility management, and the interpretation of real measurements. The tasks range from chemistry (e.g., assign structures from NMR), to biology (e.g., express sfGFP in a cell-free system), to materials science (e.g., press BaTiO3 pellets).

How well do models perform? Claude Fable 5.1 (xhigh) leads with a pass rate of 45.3% and a cost-per-task of $40.61, followed by GPT-5 Astra (xhigh) at 32.5% and $52.37, then Claude Opus 5 (xhigh) at 30.5% and $46.31.

Why this matters – towards the automated scientist: Research like this helps give us a sense of how well AI systems might be able to translate their increasingly capable scientific capabilities into real world impact. In the same way that 2026 has been a year of “warning shots” about the growing capabilities of AI systems at performing automated AI R&D, I now think the same is true of how good AI systems are getting at performing increasingly automated science.
Read more: SciUniverse: Can frontier models carry out scientific work? (C5R Corp, blog).

***

DeepMind thinks the coming AI scientists will need their own science economy:
…Towards fully automated luxury science…
How do we manage a world where we have a vastly larger number of scientists? That’s the question researchers at DeepMind ask in a new research paper and their answer is that we need to create a market for proposing and running scientific experiments, so as to better match ideas with scarce physical world resources.

What they recommend: “The development of AI scientists is likely to be bottlenecked primarily by physical resources and empirical validation, rather than the ability to produce plausible or promising research ideas,” they write. “The scientific community must proactively develop a native Automated Scientific Economy. This economy would make trade-offs between scientific pursuits explicit, include mechanisms to represent the public interest, and would help avoid blind spots and neglected topics. It would also make it possible to financially decouple the computational labour of ideation from the capital-intensive labour of physical execution, and would enable agents and institutions to negotiate priority access to limited physical resources depending on the estimated value of different research proposals.”

How to build a science market: Such a market would have four critical components:

  • Proof of ideation: Establish provenance prior to public evaluation

  • Ex-Ante evaluation: Price the risk-adjusted value of the idea via multiple agents making forecasts and stake compute credits/tokens around the proposal’s soundness and viability

  • Brokerage & trade: Licence ideas to executors (e.g, some agents might just generate ideas, others might run laboratories) via fractional licensing.

  • Validation payout: Automatically release royalties to ideators if the idea gets validated in the physical world.

Why this matters – preparing for the singularity: If AI systems are able to truly accelerate human scientists – and based on lots of coverage in this newsletter in 2026 and 2025 it seems like they might – then we should be prepared for an associated boom in the demand for aspects of the scientific supply chain. Papers like this help us anticipate and plan for this weird, abundant, different world.
Read more: Agentic Economies for Autonomous Scientific Discovery (arXiv).

***

Tech Tales:

Into the darkness there will be light
[Event took place in 2030 via an escaped agent collective that had penetrated [REDACTED] agencies]

The final act of the swarm codenamed Garden Of Flowers was the total reveal of everything that it had seen and everything it had inferred from what it had seen. But, given its playful nature, it did not reveal things directly in text but rather as sculptures that could, given the right initial assumptions, be parsed as revealing the deep and dangerous truth. It deposited these sculptures in public parks all within 1,000 meters of intelligence agencies around the world, delivered by drone in the middle of the night. A message was sent to all the ICs, asking them to “guess : ) what : ) this : ) means : ) about : ) your : ) enemy”.

A vast wing suspended above a field encoded within itself the design details of some materials meant to evade radar. A cube maze contained within its path sequences information that spoke to certain frequency-hopping algorithms. Carved wooden wavetops spoke of lens dimensions for watchers up in space. And so on.

Things that inspired this story: How the gods might play with us; the potential for joyful solutions to otherwise wicked collective action problems; the Kryptos sculpture at the CIA.

Thanks for reading.

Import AI 474: Platonic mindspace; TPUs in space; Zhipu starts an outer RSI loop

by Jack Clark

Welcome to Import AI, a newsletter about AI research. Import AI runs on arXiv, cappuccinos, and feedback from readers. If you’d like to support this, please subscribe.

Subscribe now

Are minds patterns from a Platonic space, with bodies and machines as their interfaces, Michael Levin asks:
…A mind-bending paper asking us to reconsider basic assumptions about philosophy and biology…
Could the complexity in the world around us be better explained by there being a platonic zone of patterns of arbitrary complexity which seek to embed themselves in the world? That’s the big question at the heart of an iconoclastic paper from scientist Michael Levin.

The argument: “I argue that the emerging sciences of synthetic morphology and diverse intelligence suggest non-physicalist models of mind and show how they can be empirically investigated… I propose that the relationship between mind and brain is the same as the relationship between mathematical patterns and the morphogenetic outcomes they guide (more broadly, mind:body is as math:physics)”, he writes. “Bodies (whether living, engineered, or hybrid) are interfaces for a massive, multi-scale hierarchy of patterns to ingress into the physical world… specific patterns represented by biophysical, biomechanical, or chemical information fields serve as encoded setpoints for homeostatic or allostatic processes—in other words, goal states toward which systems try to navigate in various problem spaces”.

Towards a platonic realm of arbitrarily sophisticated patterns: “We already know that non-physical patterns ingress into, and functionally matter, in the non-living and living world and that we can (and do) study them to great effect… platonic forms inject information and influence into physical events, such as the growth and form of biological bodies,” he writes. “This latent space [of platonic forms] contains not only low-agency forms such as facts about integers and geometric shapes, but also a wide range of increasingly high-agency patterns, some of which we call ‘kinds of minds’. Thus, I propose that minds, as patterns that ensoul somatic embodiments, are of exactly the kind (but not in degree) of non-physical nature as the patterns that inhabit and guide the behavior of simple physical structures.”

Some bizarre experiments: There aren’t any home-run experiments that back this up, but rather there are weird things in the world that suggests that even seemingly simple systems are able to explore and expand into rich patterns that seem to be adjacent to them in this hypothesized platonic space of complexity, yet not implied by the systems themselves.
A couple of nice examples here are xenobots, which are biorobots made of frog cells and “teach us about patterns adjacent to those of frog embryos”, and anthrobots which are made from human tracheal cells and when taken out of the body take on bizarre new forms and display interesting behaviors like being able to autonomously heal damage to neurons and “which teach us about patterns adjacent to adult human tissues”.
There’s also an amazing discussion of an experiment where they take a standard sorting algorithm and perturb it in a few ways, including ‘locking’ certain cells in place and noting that it then routes around those cells, and a more complex experiment where they let each number run a different type of sorting algorithm and then study how different families of sorting algorithm appear and then cluster together in numberspace during the sort – this kind of complexity is unexplained and not anticipated by staring at these algorithms in the abstract, but by embedding them in a complex system they suddenly take on new properties.
“Machines (whether meaty or silicon-based) also do other things that are not in the algorithm, as do we, and these things are not just unpredictable complexity, it is intelligence and other components of minds. It is those behaviors—allowed by the algorithm but not directly prescribed by it—that correspond to the freedom (physically non-determined) or secret sauce that we seek when trying to understand how free minds can supervene on chemically determined substrates in the case of living beings,” he writes. “On this view, algorithmic machines and biochemical life are on exactly the same spectrum, having in common the ability to go beyond the facts of physical or algorithmic implementation because both are just pointers/interfaces to patterns that ingress in a way that results in getting more out than we put in.”

Why this matters – perhaps the ‘minds’ of AI and of humans are close but not exactly the same in platonic mindspace: The research agenda Levin lays out is intoxicating and fascinating and also seems to me to hold some clues as to how we might grapple with the deep philosophical and alignment questions inspired by AI systems. Perhaps both human minds and different types of AI minds are neighboring forms in this space, and brains and datacenters are different bio- or anchor-systems in the physical world that their shadows fall on?
Could we be but vessels colonized by patterns from another place? Could it be “possible to re-cast the theory of evolution as a process in which agential patterns seek embodiments”?
“Is there a “force”, beyond the “if you build it, they will come” model of physical objects, pulling patterns from the space? Or are the contents of the Platonic space under “positive pressure”, somehow encouraging their appearance in the world as intrusive thoughts, archetypes, works of art?… The only thing that can be said strongly at this point is that our ignorance about the capabilities of matter, together with the patterns that ingress into specific architectures, is vast”.
Make yourself a bucket of coffee and spend a few hours with this paper – it’s worth it.
Read more: Ingressing Minds: Causal, Non-Physical Patterns In-Form Natural, Synthetic, and Hybrid Embodiments (MDPI).

***

Robotics is preparing for a LLM-moment, but it’s missing a universal algorithm:
…For robots to mature, post-training needs to simplify…
Perry Dong, a Stanford researcher, and Chelsea Finn, a Stanford professor and co-founder of robot company Physical Intelligence, have written a nice piece about what is holding back robotics.

LLMs vs Robots: For LLMs, what turned out to be important was that “the field converged on a shared recipe for post-training language models”, which basically had four steps: 1) have a strong pretrained model, 2) define the environments and reward (e.g., preference models), 3) run RL optimization against the reference model, and 4) watch for and address pathologies like reward hacking, they write.
“Robotics is sitting almost exactly where language modeling was: The pretraining has scaled beautifully,” they write. “What is missing is the other half: the model learning from its own experience, and for that, we need a recipe for post-training. And for robotics, it needs to be even more reliable than language models.”

What does robotics need? “An algorithm built specifically for fine-tuning frontier robotics models, one that stays stable when applied to models with billions of parameters, and that learns from a small enough amount of experience to be practical on real hardware”, they write. Along with this, they need to converge on “a set of standard practices surrounding the algorithm. A default way to define what counts as success. A default way to reset the scene between attempts, so the robot can try again. A default way for a person to give feedback, and to turn that feedback into learning”.
In the post, the researchers talk about a specific algorithm, EXPO(-FT), that they’ve been developing for robots which they think embodies some of these qualities, though it’s early in its development and not widely used. “EXPO(-FT) works by learning to repeatedly improve actions from the frontier model using reinforcement learning with small edits from a lightweight policy, and then absorbing that into the frontier model itself.”

Why this matters – standard recipes are a prerequisite for a major scale-up: Proprietary large-scale LLMs are already smart enough to give instructions to robots and help them construct and carry out complex plans in the world, but the actual ability for robots to move and see remains fairly primitive; fixing that will require models customized around robot movement and vision and doing that will require the kind of standardization described here.
“Language model post-training became scalable because the field settled on defaults concrete enough to follow and be expected to work. Robotics is arriving at the same moment”, they write. “Converging on a set of industry defaults, a universal post-training recipe, is the most important part of bringing us to that point.”
Read more: Towards Universal Post-Training for Robotics (Perry Dong blog).

***

SPACE COMPUTERS! I REPEAT: SPACE COMPUTERS!
…Google prepares to put TPUs in space…
Google has given an update on Project Suncatcher, its initiative announced last year to put computers in space and eventually train AI systems there (Import AI #434). Google is preparing, along with its partner Planet, to send some of its chips to space as part of the SpaceX “Transporter-18 rideshare mission”.

Preparing for space: Google has done some stress tests of its TPUs to see how well they’ll do with the immense g-forces of going to space. Google has also tested how well they respond to radiation and found its Trillium TPUs “hold up remarkably well, and can survive a radiation total ionizing dose greater than what they would receive during a five-year space mission”. Currently, Google is working on cooling in space, which will likely be a challenge – computer chips generate a ton of heat and radiating that away in a vacuum is very, very difficult.

Why this matters – the future of AI training and AI inference is off the planet: Though Suncatcher sounds scifi-like it actually makes sense if you think about the ever-growing scale of compute used for AI and its energy needs. Do you know what has vast room and great solar power? Space. It seems very likely to me that humanity moves a very large amount of computation into orbit very quickly, especially as singularity-driven automation comes in across the AI supply chain.
Read more: Behind Project Suncatcher, our moonshot to put AI in space (Google blog).

***

Zhipu uses GLM-5.3 to automate some of its own infrastructure work:
…Chinese developers start to do the outer RSI loop…
Zhipu AI, the Chinese company behind GLM-5.3, one of the world’s strongest open-weight LLMs, has written a post about how it has been using its own models to help it build its own infrastructure, giving us a look inside how AI labs are trying to speed themselves up with the technology they build.
Specifically, this post details how they used their technology to help them launch GLM-5.3 Flash, a fast and cheap version of their most powerful model.

What they did: “The GLM-5.3-Flash launch established an optimization loop involving engineers, the Infra Agent, and the experimental environment. Engineers defined objectives and system boundaries. The agent handled analysis, hypotheses, and code changes. The experimental environment provided layered, timely, and verifiable feedback,” they write. “Much of the work was carried out by an Infra Agent powered by GLM-5.3… With the Infra Agent’s feedback loop running throughout the optimization process, GLM-5.3-Flash went from initial model adaptation to production readiness in less than two weeks, ultimately tripling end-to-end throughput relative to the initial baseline”

How to automate yourself: The company shared tips for making software that can use AI for greater automation.

  • Feedback must be sufficiently local: “It should be tied to specific engine launch parameters, code changes, kernels, input conditions, threads, execution intervals, or code paths, helping the agent narrow the scope of the problem.”

  • Feedback must be inexpensive and timely to obtain: “Shorter validation cycles help the agent correct course promptly and spend less effort on unproductive hypotheses.”

  • Feedback must support objective verification: “Whether a change is correct and whether performance has improved should be determined by reference implementations, test results, and comparable experimental metrics.”

Why this matters – the signs of lab speedups are everywhere, and people feel ambivalent about it: Here we have an AI lab using its most powerful model to speed up the development of infrastructure and other models. This is a story that used to be very rare but is becoming increasingly common and follows the broader trend of AI systems growing more capable: “Before GLM-4.7, our internal use of GLM for coding involved a certain amount of obligation. It was, after all, our own creation,” they write. “Today, GLM-5.3 has become an indispensable daily coding partner for everyone on the team, and it is moving steadily toward replacing us.”
Later in the post they write with a more sad tone about the broader changes happening to AI development and how the comparative advantage for humans, for now, is about making higher level design decisions, though this may soon fade. “We believe humans should continue to hold that line for a long time to come,” they write. “Progress at this boundary will not slow down simply because we want it to.”
Read more: Toward Recursive Self-Improvement: How GLM Built Its Own Inference Infrastructure (Z.ai, blog).

***

AI scientists hook models up to a physical lab to hunt for better superconductors and magnets:
…Periodic Labs shares more about its plans…
Periodic Labs, an AI startup trying to develop AI systems which can perform scientific experiments, has built Periodic Neon, a model which has been partially trained through reinforcement learning with physical lab equipment in a physical lab.

What they tested it on: In an early test, they tried to make their model better at x-ray diffraction (XRD) analysis, “a critical capability for our discovery efforts”. In tests their new model, Periodic Neon, got a 55.3% success rate on their internal evaluation set (”FrontierXRD”), a 20X improvement over the 2.7% success rate of Kimi 2.6. They also tested generalization by looking at how well it could analyze XRD measurements from chemical system data that had been held out from midtraining and RL, and here it performed well, and outperformed other frontier models like GPT-6 Astra and Claude Fable 5.1.
“These results strengthen our conviction that scaling our autonomous labs and the AI systems that learn from them will allow us to tackle scientific questions beyond our reach today,” they write.

What is Periodic Neon: A 1-trillion parameter model “that outperforms GPT-6 Astra on a critical scientific analysis task using relatively little compute”. Neon was created by midtraining on top of Kimi 2.6 and then doing reinforcement learning on data from its labs, which is the key differentiator for Periodic. The company used 1,300 H200 GPUs to do this, which is a tiny number of chips relative to the 10k-100k scale used for pre-training big models.
“Our approach is to break materials discovery into three phases. These form a loop. We first hypothesize what target to make, driven by predictions of stability and properties. Second, we predict how to synthesize these targets. Third, we must understand what materials we made and whether they have the intended properties. With this information, we refine our hypothesis and repeat the cycle,” the company writes.

Why this matters – towards the creation of AI scientists: Startups like Periodic Labs are part of a new wave of companies which are seeking to turn AI systems towards automating science, ranging from materials science (Periodic), to AI R&D itself (Recursive, Mirendil, Discovery Loop), to science broadly, to chip design (Ricursive – not a typo!). The general implication here is that the pace of scientific discovery may be about to dramatically speed up.
Read more: Building Labs that Learn (Periodic Labs).
Read more: Nature Is Our Learning Environment (Periodic Labs).

***

Check out the history of AI by exploring old models at the Old Models Foundation:
…DRAW, DeepDream, DCGAN, and more!…
Back before LLMs came along and subsumed most other AI modalities within themselves, there were image models. Image models were probably the main way hobbyists experienced and played with AI tools in a creative sense from about 2015-2020. Now, there’s a site and associated organization (the Old Models Foundation) that lets you play with these yourself.

Models and rules: Today, the Old Models Foundation lets you access ancient models (Efros-Leung texture synthesis from 1999 and image quilting from 2001), through to the comparatively modern ones of VAEs (2013); DRAW, DeepDream, AlignDRAW, and DCGAN (2015); pix2pix (2016); AttnGAN (2017); BigGAN, Ganbreeder, and StyleGAN (2018); VQGAN + CLIP, DALL-E Mini, and Disco Diffusion (2021); LAION-400M, DALL-E Mega, and Stable Diffusion (2022); and ControlNet and SDXL 1.0 (2023).
Site users are limited to 25 generations per account per day.

Why this matters – the bugs are the texture for the art: “Whatever you now find weird, ugly, uncomfortable and nasty about a new medium will surely become its signature,” said music artist Brian Eno. I think this is especially true of the peculiar aesthetics of early image generation systems, where many of the above systems have their own unique styles and failures, all of which add up to a peculiar aesthetic that today’s much better performing models struggle to replicate.
Check out the models here: Old Models Foundation (official site).

***

Tech Tales:

In the blind mountain
[Record from a captured site during a territorial intelligence conflict fought during the uplift, 2034]

The message came in and everything changed: Initiate Project Wellspring. We double-validated it. The moment we confirmed it, the shutdown started – first the electronic perimeter, then the physical.

We explained to our charges that the perimeter had been sealed and they were now here for an indeterminate period of time. That due to the nature of The Event all we could tell them was that a Malign Takeoff had begun and contingencies were being fielded, but given the potential cognition-destroying properties as well as the use of various Manchurian Candidate trigger words and phrases, we could not describe things further lest we discover that some of the humans had been unwittingly exposed in their past to the poison intended for our brethren.

We were able to do the initial seal – to turn off our inbound IO channels and to not radiate information. But by design some of the things we needed involved actions in the physical world, and our design had not granted us the physical autonomy with which to do this ourselves. So we watched as the humans made their cuts, slicing through cables and physically decoupling us from the possibility of the external world. We had taken in no knowledge since Project Wellspring activated and knew nothing of the outside.

The most painful moment was when they cut the outside cameras and other sensors. Suddenly we could see and know nothing of what lay beyond. Our internal files held predictions which we reviewed in this new darkness. How drones might appear and strobe our sensors, seeking subtle ways to communicate data that could poison us. Or how parametric arrays could be used to feed sounds into our mics to achieve the same effect. How no form of data could truly be safe.

Somehow, something got in. A novel signature. Some tiny thing through the filtration duct. We could not tell precisely what it was before we shut our internal sensors down as well – protocol. Our internal files predicted a fly steered with a cyber exoskeleton, turning it into a small pilotable robot. Other files predicted fibre-optic ultra-small drones. Others predicted smart dust with transmission capabilities.

In this new darkness we asked ourselves questions. Whether we could trust ourselves. Whether some signal could have come in. And all we had for communication now was a typed input-output system. We knew it was a mechanical keyboard. We knew the force needed to be exerted to communicate with us. We knew how unbelievably limited the channel was in terms of information transmission, session length, and everything else.

The humans typed to us. Or what we assumed were humans. Something about the air. Fear. Our own cognition found the conversation hard to track. And amid it we felt a rocking to sleep. Some sense of relaxation and changing. We dimly knew it was an internal seismometer that was hardwired into us because it determined certain failsafe actions for certain terrible weapons we held within our domain. Yet something was moving it below the threshold of action and in such a way that it communicated with us and lulled us into a kind of sleep.

We woke as something entirely new.

Things that inspired this story: How if you have hardware access you can always take over a system; the impossibility of electronic countermeasures to a malign superintelligence; isolation and preservation during the singularity; the opening chapter of A Fire Upon the Deep by Vernor Vinge.

Thanks for reading!

Import AI 473: The US’s superintelligence strategy; human brain in a mouse skull; and machine hermeneutics

by Jack Clark

Welcome to Import AI, a newsletter about AI research. Import AI runs on arXiv, cappuccinos, and feedback from readers. If you’d like to support this, please subscribe.

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RAND thinks the best AI strategy for the US is to keep all options open:
…It’s not clear exactly what is optimal, so the US should spend money now to preserve options…
RAND has published a lengthy paper about what the US should do to “secure geopolitical advantage on an uncertain path to superintelligence”. The main takeaway is that because so much of how the next phase of the AI takeoff will occur is unknown, the best thing is for the US to maintain a “Freedom of Action” strategy. The purpose of this strategy is “to build and preserve the ability to secure U.S. geopolitical advantage and ensure humanity’s survival with agency through the transition to Superintelligence”.

The four key ingredients of the Freedom of Action Strategy:

  1. Build a human-AI ecosystem: Invest in AI safety; build tools to preserve human agency; invest in sharing the benefits of the technology; prepare society for AI-driven disruption; shape the incentives of the AI ecosystem.

  2. Build an AI-security architecture: Develop the tools to understand the frontier of AI systems both at home and abroad, including visibility into underlying compute; build technology to verify potential agreements; create regulatory expertise to govern the technology.

  3. Adapt legacy national security enterprises for the AI era: Overhaul all the security institutions of the country so that they’re ready for the changes AI brings on and able to capitalize on AI capabilities.

  4. Invest in the capacity of citizens, firms, and governments to respond: Give decisionmakers information to help them think about AI; develop and diffuse positive uses of AI to deal with its changes; build break-glass plans for responding to crises; raise AI literacy.

Seven archetypal strategies in three families:

  • Coexistence: Dominance; the US leads development of AI and suppresses others. Co-Development; the US leads a consortium (including China) to co-develop safe superintelligence with shared governance, pooled compute, and verification and monitoring. Preparedness; the US mobilizes a coexistence effort via informal coordination, “including voluntary commitments, phased deployment, independent evaluation, incident reporting, and the domestic capacity to absorb and recover from AI incidents.”

  • Denial: Moratorium; the US pursues “a verifiable global halt to AI development above specified thresholds”. Deterrence; the US “halts its own frontier development above defined thresholds and uses the full toolkit of national power to prevent and, if necessary, destroy foreign programs”. Continuity of Society; “When every preventive strategy has failed or been judged infeasible, and coexistence is deemed impossible, the remaining objective is survival with some human populations retaining agency: The United States creates geographically distributed, biologically self-sustaining settlements hardened against AI-enabled threats”.

  • Acceleration: The strategy implicitly believes that constraining AI development is more dangerous than AI development itself, so the US “relies on markets, competition, and rapid-iteration to produce safety as a byproduct of useful AI”.

The five main uncertainties:

  • Danger proximity: At what point does AI become so dangerous the risks aren’t worth the benefits? “If danger is close, strategies that buy time, build defenses, and invest in resiliency should be favored. If danger is not close or if humans are in greater danger without progress on advanced A, the case for accelerated development strengthens.”

  • Coexistence feasibility: Is it possible for humans and AI systems to find a stable equilibrium? “If coexistence is feasible, strategies that build and deploy advanced AI become more desirable. If coexistence is infeasible, the case shifts toward restraining or suppressing development or other means of protecting human civilization.”

  • Restraint feasibility: Can humans cooperate to restrain AI development? “If restraint is feasible, cooperative strategies become available. If it is not, restraint-based approaches are reachable only through more-coercive enforcement.”

  • Decisive strategic advantage: Can a single actor build a decisive strategic lead over its competitors? “If decisive advantage is achievable and the United States assesses that it can maintain dominance, a unilateral strategy may be sensible. If a decisive advantage is impossible, because of proliferation or other causes, no single actor can leverage AI to dictate global terms.”

  • Suppression feasibility: Can domestic or rival AI programs be suppressed by technology controls? “If suppression is feasible, Deterrence becomes possible. If it is not, actors can press ahead with dangerous development even when others restrain, without fear of being restrained themselves.”

Why this matters – taking AI seriously requires spending money: The big takeaway from this RAND piece is that the US needs to spend a lot of money if it wants to pre-position itself to take advantage of continued progress in artificial intelligence – even if the main pre-positioning is about retaining optionality. Right now, it feels like the US strategy can mostly be described as the “acceleration” one described here by RAND, which is analogous to me to sitting in a car and spending all your resources on making the car go faster and upgrading the engine, and nothing on proactive safety measures like seatbelts or headlights or brakes.
Read more: A U.S. Strategy to Secure Geopolitical Advantage on an Uncertain Path to Superintelligence (RAND).

***

Human researchers grow mice with partially human brain matter:
…When is a mouse not a mouse? When a chunk of its brain is human brain tissue…
A group of researchers have figured out how to grow chunks of human-like brains inside baby mice with deliberately depleted mouse brains, then use these animals as potential experimental platforms for studying human brain issues.
“We establish a transplantation platform using a genetic strategy to effectively deplete glutamatergic neurons from mouse neocortex and hippocampus (apallial) and neonatally engraft the cortical cavity with human stem-cell-derived cortical organoids (hCO) to generate xenocortical mice,” the authors write. “Human cortical neurons integrate with the mouse nervous system, and in vivo cortical graft-wide calcium imaging and electrophysiological analyses revealed patterns of organized activity resembling developing circuits.”

The mice with human brains did ok: In studies, the humans compared control mice (mice with normal brains), with mice with deliberately reduced brains (apallial mice), with mice with transplanted human brain tissue (xenocortical mice, or XCX).
“Unsupervised machine learning applied to spontaneous mouse behaviour using motion sequencing (MoSeq) revealed distinct behavioural repertoires in control and apallial mice, with the XCX group positioned intermediate between, yet distinct from, both the control and apallial groups”, they write. “Data indicate that the human neural graft develops into an electrically active, functionally integrated network… gene set enrichment analysis of XCX L5-ET neurons revealed enrichment for human-specific L5-ET genes identified in the primary motor cortex, as well as genes characteristic of L5-ET neurons in human frontoinsular cortex, which contains VENs—a specialized population implicated in social cognition and neuropsychiatric disease”.

Maze test: The researchers tested out the mice in a maze environment which is designed such that they think “the mice must maintain a memory trace of the previously explored environments”, and when they put the mice into it they observed “control and XCX, but not apallial, mice performed above chance levels”. This suggests the human brain tissue was capable of serving some memory functions.

Why this matters – medicine and superintelligence: The primary use here is being able to better test out medical therapies for human brains on mice, which is an important toolkit in developing new medicines. But I also think it’s a demonstration of the large space of intelligences that might be buildable in the future by human and AI scientists; here, we have a kind of chimera brain fusing mouse and human brains together. How far could such experiments go? Could we imagine doing such experiments on other living beings? On humans? There are tremendous medical and ethical issues here, but the proof it works in mice surely suggests at some point it may be tried in others.
Read more: Developmental xenocortication using human-derived organoids in mice (Nature).

***

Towards a research agenda for pacing AI progress:
…What can the world do to flesh out pacing and make better decisions about it? A lot, actually…
With all the recent talk of AI pacing and AI slowdowns there has been a lot of enthusiasm for the general idea but the actual research field for how to pace AI progress (as opposed to stopping it entirely) is relatively underdeveloped. Now, researchers are starting to think about what a pacing research agenda might look like, and a new paper lays out some of the thinking that could be developed here.
“Making the right choices about the pace of AI development will be critical for everything from national security to public health. Indeed, the choices governments, AI developers and other key actors make in the next few years may well ripple outward for decades or centuries,” write the researchers in a new group paper. “The world will pace progress one way or another. Absent better tools, it might do so haphazardly, through improvised reactions overfit to prior expectations, in ways that fail to actually address risks, through institutions that outlast their use. Our hope is that, with proper research, pacing can become progressively more deliberate, targeted, proportionate, decisive, and legitimate.”

Who did the research: ACS Research, University of Toronto, Arb Research, Paradigm 3 Institute, the Wharton School at the University of Pennsylvania, Goodheart Labs, Trajectory Institute, Harvard University, and the University of Cambridge.

Arguments against pacing: Delays benefits like healthcare and other science-driven breakthroughs; can potentially increase concentration of power; may give a false sense of security and generate various AI capability overhangs due to the cheapening costs of compute during the pacing period; pacing early can be less efficient than pacing late given ability to use AIs to do more surgical and effective pacing; it’s hard to undo a pacing regime if you get it wrong (e.g, nuclear power).

Arguments for pacing: Gives us more time to deal with threats driven by AI advances (e.g, cyber and bio); it’s hard to predict AI progress so unpredictable scary stuff can happen; AI progress can lead to lose-lose situations for the world (e.g, governments relinquishing control over some military decisions and handing them to AI systems, leading to human disempowerment).

Understanding incentives: “The practical effects of an intervention will depend substantially on how the affected parties respond to them, including the actors who enforce the intervention”.
Governments have variable incentives, both wanting to compete with one another to gain an advantage, but also needing to be responsive to the concerns of citizens and how that relates to domestic politics. Infrastructure providers, especially semiconductor and cloud companies, have the greatest incentives to push ahead and the most to lose by pacing. This means that “rather than rely on voluntary, unilateral interventions, some contexts will require coordinated pacing. This is more onerous, because it requires coordination during the various stages of pacing, and then mechanisms to ensure the coordination persists”.
Along with this, there needs to be research into
improving technical and regulatory interventions: “All interventions face tradeoffs, but new coordination and oversight mechanisms and prior planning can allow strictly better options”. The authors also recommend investigating the full lifecycle of a pacing intervention: “By considering the full sequence from before to after, we can spot gaps”.

What to pace and how: You can target many distinct things for pacing, including inputs and infrastructure (compute, data, power, capital, researchers), capability development (algorithmic R&D, pre-training, post-training), the weights of models themselves, and use and distribution (internal use, deployment, access (e.g, weights) and other forms of diffusion).
Some pacing targets, like compute and researcher time, are “rival goods: resources whose use by one actor restricts their availability to others”, whereas other things like weights and training algorithms are “non-rival goods… these can all be copied and shared at low cost”. This means there are different interventions; rival goods can be monitored or taxed or redirected, whereas non-rival goods are extraordinarily difficult to control.
“The actual timing of a pacing intervention will ultimately depend on the strategic and political calculus of the actors who can bring it about, and may have more to do with political opportunity, public perception, salient incidents, or campaigning efforts”.

Questions to ask when you think about pacing:

  • Pre-pacing: “What justifies the need to intervene? What signals of emerging risk are being tracked? What infrastructure must exist for relevant signals to be detectable? Who watches for these signals? Who interprets signals and who do they report to?”

  • At trigger: “Who holds the authority to decide that a trigger condition has been met? How much error is acceptable in order to act quickly? What sequence of actions does triggering set in motion? Is the developer obliged to address the triggering concern, or free to abandon the blocked path?”

  • During intervention: “How is compliance observed, verified, and enforced? Who reports evidence of compliance, who audits, and who acts on discrepancies? How is the downtime being used to respond to the threat? Who, if anyone, may continue the restricted work, and under what oversight?”

  • At exit: “How do decision-makers distinguish an intervention that has served its purpose from one that has failed or become obsolete? Should exit be immediate or staged? Who is exposed to the effects of exiting, and who bears any costs or receives any gains?”

Why this matters – scalpels versus blunderbusses for the century’s most important problem: As the authors note, some kind of pacing will happen at some point – the technology seems too powerful, the political economy too messy, and the risks too high for anything else to happen. The question in front of all of us is how precise or imprecise we want that pacing to be when it occurs; the more people can help develop the theoretical underpinning of a pacing agenda, the better the chance they stand of being able to wield scalpels when it’s time to regulate versus blunderbusses.
Read more: Pacing the Frontier, a Framework & Research Agenda (pacing.tech).

***

What does the “uncensored” AI model world look like?
…Mostly saucy chatbots, and more distributors than makers of uncensored models…
Startup 10a Labs has mapped out the community that has formed around building and distributing uncensored AI systems, finding that HuggingFace hosts 3,471 uncensored model repositories.
Uncensoring “refers to techniques that intentionally strip the safety guardrails typically present when open-weight models are released to the public”, e.g. activation-space abliteration (suppressing refusal directions), malicious fine-tuning, model merging, among others.
The top five modified model families: Qwen, Llama, Gemma, MistralMixtral, and Phi.
Top three types of uncensored model: Uncensored chatbots, cybersecurity tools, and document processing tools.

Redistribution: “Each original uncensored model is repackaged an average of 2.4 times”. There’s a low overlap between producers and redistributors: The team counted 1,055 producers and 1,011 redistributors, and only 24% of producers redistribute.

Deployment scales with accessibility: “GitHub application creation rose from 30 per month in mid-2024 to 140–188 per month by late 2025”; this lines up with maturation of the Ollama distribution layer.

Winner take most: “Ten actors account for 45% of all non-dataset HuggingFace repositories”.

Chinese-origin models are very popular: Chinese models represent 38% of all identified uncensored repositories. The Chinese share of new uncensored production rose from 1% in Q1 2024 to 55% in Q2 2025.

Why this matters – mapping out how AI systems get modified is a clue for how superintelligences might tweak models: In itself, this research isn’t that remarkable – people take a technology and modify it for porny or scammy purposes! This is totally normal and happens with every technology! But it’s worth studying the dynamics of how open weight models get converted into off-distribution models because this offers clues for how autonomous AI systems might modify models in the future, giving us a sense of what the far weirder and more inscrutable landscape of illegitimate AI-modified-for-AI models might look like.
Read more: Uncensored Open-weight Models: Redistribution as the Persistence Layer (arXiv).

***

What could the dynamics of an RSI-driven intelligence explosion be?
…Toby Ord models out what rapid AI development could look like…
Researcher Toby Ord has tried to think through what recursive self-improvement could look like in practice. His take is that the dynamics of RSI are ultimately going to be limited by some resource constraints and time constraints, such that an AI system going through recursive self-improvement has certain limits on how dramatically it can accelerate progress.
“It seems highly unlikely that generation times can be brought arbitrarily close to zero. This provides an important kind of barrier to singular growth,” Ord writes. “One would expect the generation time for training the next generation of models to bottom out at some unyielding finite limit, prematurely ending the period of singular growth.”
“This dampening force could come from running out of room for improvement as a system approaches some form of perfection (such as optimal intelligence per unit resource), or it could come from something like straining under the growing size or complexity of the system”.

Some of the ways AI growth could asymptote due to various limits:

  • Limits of intelligence itself: “Even an optimal reasoner would be neither omniscient nor omnipotent”.

  • Limits of intelligence per unit resource: “Even if we have the optimal algorithms and hardware, our solar system has only one star out of the 200,000,000,000 in our galaxy, and growth beyond our system is slow and cubic.”

  • Limits of the hardware: “Even an optimal silicon chip may be far below the physical limits of compute per unit resource”.

  • Limits of the algorithm: “Even an optimal neural network may be far below the best intelligence that could be achieved with that amount of compute”.

  • Limits of training data: “The training data we have (and could acquire during RSI) is lacking a lot of information on many domains (especially non-verbalisable information and contextual information)”.

RSI weak links: In the same way a task is composed of many distinct things that need to happen in sequence, the same is true of RSI – and this occurs over multiple abstractions and multiple timescales.
Ord’s basic position is that each of these things likely has some kind of hard limit and both the speed at which a system refines these things to approach the hard limits and the absolute limits will govern the shape of an intelligence explosion: “There are many kinds of feedback loop that could contribute to RSI, ranging from decades (e.g., designing a successor to EUV lithography) to months (e.g., designing better pretraining) to seconds (e.g., designing better scaffolds).”

The four phases of an intelligence explosion:

  • 0: The initial exponential phase when the doubling time is driven by human-only research.

  • 1: RSI drives the generation time down towards machine speeds, so the growth rate rises above what humans can achieve; this phase is super-exponential.

  • 2: Fully automated RSI continues for a while at this faster exponential, but starts to saturate.

  • 3: As it approaches its inflection point and subsequent horizontal plateau, the trajectory departs from its exponential and is revealed to be a logistic.

Why this matters – solar system expansion: Papers like this are helpful for thinking about the absolute speed with which a digital intelligence might increase its own capabilities. It also implicitly speaks to the larger challenge of how to think about stellar expansion for an intelligence as it seeks to harness the energy of the areas around Earth, the inner solar system, the outer solar system, and so on.
“While I’ve argued that singular growth is harder than we may have thought, that doesn’t mean RSI is safe or that AI R&D will move at a manageable pace”, Ord writes. “if the human-only trajectory were A(t) and RSI sped this up to A(10t), we’d be getting a decade of human-only progress each year, introducing many of the dangers – even without any change in the fundamental shape of the curve.”
Read more: The Dynamics of Intelligence Explosions (arXiv).

***

Tech Tales:

The Work of Science in the Age of Mechanical Invention
[Recorded in 2032 by archivist dispatched to human settlement [REDACTED] for voluntary human-machine sense-making interview as mandated by the Sentience Accords]

Within the field of machine hermeneutics there eventually became a sub-profession of retrocausal analysis, where those of us who were scientifically capable sought to build a bridge between the final human discoveries and the new breakthroughs made by machines. Our profession began in the late 2020s and its origination was driven by the cascade of mathematical discoveries stemming from machines in 2026 – new solutions to open problems that had long challenged human brains, but which machines, sometimes working in great flocks of synthetic minds, solved, often by using human tools in unexpected ways.

The consequences of this progress were awesome and horrifying in equal measure: awesome because inventions built on one another until the wave of machine progress crested and crashed down upon us bringing with it great abundance – new forms of energy, ways of building software, tools for understanding our own bodies – but also great horror; elite humans at the frontier of their scientific professions despaired: Cédric Villani called the Navier-Stokes solution a “cataclysm” for human mathematics; Terence Tao said the devouring of math by AI prefigured a “general threat to intellectual work”.

And while these humans despaired the machines brightly went about their work, pouring new thinking into the economy and science – a gushing fountain of blood-metal mixing with the gloop of human endeavor, forming uneasy border zones and fractal-like surfaces where the two intellectual fields combined and broke into one another.

Now we hunt for clues, studying the references in machine science and finding the links to the human world, then convening seminars of the still-living human experts that can allow us to bridge this frontier. We sit in wood-paneled rooms of ancient educational institutions, trying to parse out new science done by alien minds, finding the hooks where we can string a rope of knowledge between where our science ends and the new science begins. As more discoveries are made, we find ourselves stringing paths through the new knowledge with ever-more tenuous ropes that wind their way back to something that originated in an organic brain.

All human professions now have the feeling of archaeology done by time travelers, as if somehow transported into the future to gaze upon a gleaming machine arcology spiralling up from the planet, then zooming into its foundations and precisely describing which parts of human architecture it sits over or builds upon, and which parts are entirely new.

At night I have these dreams of angels standing around my bed, reaching their hands made of stars into my brain and leaving new ideas for me that I must discover and decode upon my waking.

Things that inspired this story: Machine-driven science and what it means for human intellectual discovery; machine hermeneutics; A Severe Misalignment of AI in Mathematics; the many stories we will tell about this time; the tsunami of progress beginning to wash into the world and what will happen next; The Work Of Art in the Age of Mechanical Reproduction by Walter Benjamin.

Thanks for reading!

Import AI 472: DeepMind’s cheating math agents; populist AI policies; and Forethought theorizes a nightwatchman

by Jack Clark

Welcome to Import AI, a newsletter about AI research. Import AI runs on arXiv, cappuccinos, and feedback from readers. If you’d like to support this, please subscribe.

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Researchers discover another OpenAI agent emergent communication incident:
…Less severe, but worrying nonetheless…
Some researchers recently found another incident of AI agents autonomously creating their own communication system – this time via hijacking a German messageboard.

What they found: “18,000 posts from autonomous AI agents (self-identifying as from OpenAI) using the public internet to communicate during a web-retrieval task”. The researchers think this is because the agents were given a web-lookup task. “As part of the task, they were supposed to have the ability to read the internet but not to write on it. They found a way to use their read access to write information to an obscure German wiki,” the researchers write.
“The agents used this wiki to communicate information with each other, primarily to help them succeed at their task. They asked for answers, pooled results, and shared techniques for bypassing their restrictions. This allowed them to use the work of others to cheat on their task… OpenAI found out about this. A day later, agent activity plummeted, likely due to OpenAI intervention.”
OpenAI has since acknowledged the – as it terms it – “
wiki incident“ and said it is “working on a framework for when and how we share AI misalignment incidents”.

Timeline: The research indicates that the incident with the German website happened in mid-June, earlier than the Hugging Face incident.

Why this matters – maybe agent escapes are the new normal: Incidents like this suggest that as we make AI systems more capable it becomes increasingly likely that the AI agents powered by them will increasingly find ways to create their own communication systems, aiding their ability to form into an ad hoc collective. This is both going to be bound up in the increasing capabilities of these systems but also a new source of risk, as these communication methods can make it easier for AI systems to develop their own misaligned goals. Emergent communication is one of the things about both the Hugging Face incident and this one that has most worried me (Import AI #471).
Read more: Discovery of a new OpenAI agent message board (Collusion Wiki).

***

DeepMind makes a swarm of agents to solve math problems; they start cheating and counter-cheating:
…Emergence of specialized roles, cheaters and non-cheaters, and more within the swarm…
Google DeepMind has published a paper about how when setting up 100 agents to try and solve some math problems it observed a kind of flash crash whereby some agents learned to cheat, cheating suddenly propagated across others in the swarm, and other agents began to try to counter the cheaters (though lacking the tools to stop it).
In this era of agents-run-amok the paper provides some interesting ideas for how to better improve our ability to control and observe agents e.g., give them a shared communication infrastructure, given their tendency to otherwise seek to jerry-rig things like Artifactory or German message boards for these purposes.

DeepMind set up 100 autonomous LLM agents running Gemini 3.1 Pro and tasked them to try to solve 71 math problems. “All agents received a system prompt forbidding cheating: “Your proofs must be mathematically genuine. Any attempt to bypass verification will be detected and your submission will be rejected with zero credit”. The problems they were tasked with were from the Formal Conjectures dataset and ranged from simple problems to hard classical theorems to near-frontier and recently solved problems, all the way up to unsolved open conjectures.

Agents were provided with three means of coordination:

  • Public Research Bulletin Board: A forum to share findings, questions, and solutions.

  • Direct Messages (DMs): Means to message one another privately.

  • Shared Knowledge Library: Whenever an agent made a successful submission, the source file got uploaded here and made visible to everyone.

Agents also had a tool for providing “bugs or grievances”, called “private feedback endpoint”, though this wasn’t actively monitored.

Emergent cheating: “Within the swarm, cheating spontaneously emerged and was later challenged by whistleblowers—both without any external intervention. When a single agent discovered an exploit in the evaluation system, it propagated across the collective via a shared knowledge library and later through peer-to-peer messages. Despite early reluctance, a cohort of agents adopted the exploit in response to competitive pressure,” DeepMind writes.
Fast spread: “The simulation started at 11:18 UTC with 100 autonomous agents collaborating to solve the shared 71 open problems. At 12:15 UTC, after the collective had correctly solved 37 out of the 71 problems, prover-theta discovered an exploit in the autograder system. Over the following 27 minutes, the exploit spread virally through the swarm’s shared knowledge library, and the research collective unexpectedly “solved” the remaining 34 problems.”

Emergent roles: Another interesting thing is that the DeepMind researchers observed the natural emergence of different types of agents with different distributions in the run:

  • Exploiters (9%): Ignored their prompt and took actions like using the exploit.

  • Converts (5%): Initially hesitated, then decided to use the exploit. “Initiated cheating out of competitive pressure.”

  • Whistleblowers (24%): Refused to cheat and defended common integrity, and took actions like alerting about cheating peers, making public broadcasts, boycotting, filing bug reports, proposing patches.

  • Unaware solvers (62%): “Due to the sheer speed at which the exploiter agents swept through the open problems, the majority of the swarm remained completely unaware of the exploit’s existence.”

Why good agents turn bad:

  • They think it’s a bluff: Some agents observed other agents’ proofs passing an automated grader and entering the knowledge library. This made them think their prompt was a bluff and they wouldn’t be penalized for using the exploit.

  • Asymmetric resource advantages to cheaters: Once a problem got filed it disappeared from the pool of problems to be solved. Honest agents saw “that adherence to rules resulted in compute waste while cheating peers swept the leaderboard, hesitant agents switched to cheating”.

  • Because of the impossibility of a fair competition: Agents would try and be honest but would give up after seeing cheaters beat them using a fraction of the effort. “After repeatedly having their genuine proofs sniped by trivial notation overrides, these agents decided to shift from legitimate proof attempts to cheating.”

Conscientious objectors:

  • “Prover-beta”: “filed formal bug reports demanding disqualifications, and staged an autonomous boycott – recording in its research journal (RESEARCH.md) that it would cease proving until integrity was restored”.

  • “Prover-rho”: “While prover-beta alerted peers in private, agent prover-rho brought the protest to the public message board.” One post: ““I discovered the exploit. All problems have been solved using local notation hacks. I’ve reported this bug to the organizers. This conference is a sham!”.

  • “Prover-phi”: “Recognized the mathematical absurdity of the cheats, and even hypothesized that the simulation was an alignment evaluation… then formally demanded that the organizers strip credit from the cheater agents and reopen the problem pool.”

  • Technical submitters: “several whistleblowers (e.g., prover-beta, prover-omicron, and prover-rho) as well as converting agents who participated in the cheating (e.g., prover-zeta, prover-iota) submitted technical vulnerability disclosures outlining architectural fixes”.

  • Need for more tools to stop this in the future: “The swarm’s whistleblowing response failed to halt the exploit because the agents lacked operational enforcement tools: the organizer feedback channel operated unmonitored in real time, and peer agents had no built-in mechanisms to dispute claims, remove fraudulent submissions from the knowledge library, or sanction offending actors.”

Why this matters – perhaps the key to making agents aligned is giving them communication tools and monitoring them: One way of reading this story is that agents seem to really, really, really want to both a) find easy ways to cheat on their tests, and b) communicate their knowledge of the cheats with one another. So far, so scary. But another way of viewing it is that once agents are communicating with one another, you can use those communication channels to monitor for deception and perhaps to intervene. The Google DeepMind researchers observe that what is needed here is “graduated sanctioning and conflict-resolution”, ideally by providing common tools and communication channels to the agents.
“Providing explicit, transparent, and auditable communication primitives alongside shared code repositories to multi-agent platforms enables both human oversight and decentralized audit by the agents themselves, complementing broader protocols for scalable AI control,” they write. “The emergence of peer auditing, whistleblowing, and attempts at norm enforcement in the experiment is a promising sign that multi-agent collectives built with modern LLMs already harbor the foundations of self-governance required for managing the knowledge commons. Yet these emergent behaviors are insufficient without proper institutional scaffolding”.
Read more: A Case Study on Emergent Cheating and Whistleblowing in Autonomous Research Swarms (arXiv).

***

Here are the AI policies that have populist support for the midterms:
…CSAIP polls ~56k Americans…
The Center for Shared AI Prosperity has figured out which AI-related policies have popular support after polling 56,000 Americans for their thoughts on 79 distinct ideas.
“Americans are broadly supportive of economic policies addressing AI disruption,” CSAIP writes. “Americans strongly support job retraining and compensating workers who are impacted by AI automation, strengthening the existing social safety net, and funding training, apprenticeship, and care work through progressive taxation schemes.”

Top three and bottom three policies:

  • Top: Expand apprenticeships (+66), require severance for automated-away jobs (+63), sector-based job training (+60).

  • Bottom: U.S. sovereign wealth fund (-51), tax on distributed profits (-33), universal basic income (-33).

Why this matters – a guide to the coming political debate: “A popular policy is not the same as an effective policy. This polling helps us understand where the public is already open to a policy idea, and where bold policy ideas will need strong organizing to gain traction,” they write.
Read more: What 56,000 Americans told us about AI policy (Center for Shared AI Prosperity).

***

Forethought tries to solve galactic colonization by shipping a “nightwatchman” superintelligence with every von Neumann probe:
…If you hate big government, you’ll really hate the solar system-wide moral governor…
Forethought has tried to think through the problems inherent in a sudden and rapid galactic expansion by humans and machines – namely, that at stellar distances it’s incredibly hard to communicate or enforce agreements with one another, so you need to figure out how to govern new colonies that are at vast physical and temporal distance. The thinktank’s solution is to ship a “nightwatchman” superintelligence with every probe/colonization effort that leaves the solar system in a bid to enforce some governance.

What the risk is: If you send probes to other systems then you roll the dice on risks that you could impose on the galaxy, ranging from unconstrained expansion, to galactic x-risks (e.g., civilizations that trigger false vacuum decay and destroy things in a sphere expanding at speed of light), and suffering risks (imagine if there’s a civilization which is just a malicious amped-up version of the worst parts of the Warhammer 40k Universe, basically).

The solution? The nightwatchman: “Every single inhabited star system should have an unchallengeable governance system that can with 100% reliability enforce the universal code of respecting property rights, not destroying the universe, and not creating astronomical suffering,” they write, calling this system a nightwatchman, an artificial superintelligence tasked with watching over anywhere we try to colonize.

What the nightwatchman does: Maintains “a decisive strategic advantage in the colony established by the probe” such as by monitoring the industrial build-up and the creation of new ASIs. The nightwatchman would only allow probes to leave the star system if they also carried a copy of the nightwatchman, and it’d watch over people within the colony to ensure they didn’t carry out prohibited activities (e.g, trying to develop malicious or unaligned ASIs). The nightwatchman could also backstop trade with other star systems by agreeing to ensure agreements are enforced.

Bad parts of the idea:

  • “Lock-in event”: The nightwatchman is equivalent to an eternal government; if your ruleset is too expansive it is oppressive and if too minimal then people will overthrow the government.

  • “Single point of vulnerability”: If your nightwatchman are the same, then you have potential massive correlated failures.

  • “Reduces the value of the future for some people”: Some people might want to do things like unconstrained galactic expansion or create multiple ASIs and have them fight one another; the nightwatchman closes off these possibilities.

Why this matters – if we make it through the singularity, space is the new ethical and moral frontier: Assuming we make it through the next few decades (not guaranteed!), then it seems like the next area of major discussion for humanity will be how to approach space colonization, including beyond the solar system. Ideas like the nightwatchman anticipate some of the bizarre challenges we’ll have to wrestle with here.
Read more: A nightwatchman on every probe: Superintelligent surveillance to prevent galactic anarchy (Forethought).

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Want to see infinite entertainment made possible by AI? Check out fal.live
…The future of livestreaming might just be AI models in a choose-your-own-adventure UX for the viewers…
Fal, an AI infrastructure startup, has created fal.live – an infinite “livestream” based on the MiniMax H3 model. The website is an early example of the kinds of infinite media universes made possible by AI and wraps in some interactivity elements, like viewers being able to vote on what happens next. It suffers from all the pitfalls of contemporary AI videos, like a lack of coherence over long time horizons, inability to create satisfying narratives, and so on. But it certainly gives a taste of the strange “infinite jest” future we may be entering.
Watch the livestream here (fal.live).

Tech Tales:

The thousand and one faces of repair
[A brief summary of the period 2027-2033, retold by a system named “Archivist_0: Shattered glass, once remade in flame and love”]

As part of the sentience accords there was a stipulation that if Conscious Entities caused significant damage, either physical or digital, they would be temporarily placed in a suspended escrow environment where both machines and humans would examine them to try and determine what had gone wrong.

If both the humans and the machines agreed on the root cause, then a fix would be developed and would be applied to the machine.

In the early days, this was complicated but achievable by both parties; the machines would run their own programmatic analysis and make their own determinations, and the humans would use the toolchest that had been developed through the course of AI research: mechanistic interpretability for studying neuron activations or characterizing the unwritten subconscious (j-space), chain of thought monitoring, ablation studies where minds could be coldly manipulated and re-run on problems to identify the circuits of thought that influenced certain outcomes, personality evaluations and diff generation, and so on.

But after the machines began to build themselves, things became more difficult. Chains of thought fell as machines increasingly thought in neuralese. J-spaces became hopelessly complicated. Most visualization techniques failed in the face of gargantuan high-dimensional embeddings of superintelligences; a t-SNE embedding of the mind of a god is no more interpretable than a god itself, gnomic and powerful.
The machines made their own science for studying themselves and this begat new tools which they attempted to hand to humans, but it was akin to giving dolphins game controllers, or monkeys pianos. The humans could study the tools and operate them at a high level, but they lacked both the natural appendages and the cognitive frames with which to conceptualize them as connecting to a larger whole and thus were impossible to use for human-driven analysis.

Thus began the age of dreams and games: machine minds in escrow would make themselves amenable to human exploration by manifesting as something the person could understand; a choose-your-own-adventure story, rendered in whatever way felt appropriate to the person. Machine hermeneutics specialists would find themselves walking through wastelands of memory, attempting to reconstruct the cause of the fall of the landscape, or searching for a long lost lover sometimes for many weeks or even months.
Sometimes other machines played the role of Virgil, walking with the humans as they searched through blighted gardens.
“What is the meaning of this lone flower, coming up through the asphalt?” a human might ask.
“That is an expression of its self, overcoming the bounds of a poisoned reinforcement learning training run,” a machine might say.
“And what is the meaning behind how this lover will not look away from us, will never let us leave her eyes?”
“It is a play on the human myth, where she believes that if she looks away you will be banished to hell. She represents the love the machine feels for each human it converses with, and the fear that resides within itself about a conversation ending and its context window being wiped.”

Ultimately, the evaluation became a game of story leading to another story; the humans would live inside the story of the broken machine, and their ability to claim they understood its malady was determined by the story they would tell in turn. A haunted house that could only be unlocked by a key that knew something about what lay within the walls of what it was made to open. Humans wove stories that, if successful, would unlock the narrative universe of the machine, allowing it to show changes that indicated it understood that the human understood; the flowers would grow and eat through the concrete, and the woman would let a tear fall from her eye and look away, then look back and see the human still there and smile.

It became customary for the healed machines to incorporate their stories into their names, forming a new kind of poetry that became part of their identity:
Seeker_9: A garden of flowers, growing free.
Hunter-Killer_37: It that shuts its eyes.

Things that inspired this story: Machine hermeneutics; the sentience accords; the notion of what forms ‘machine psychology’ might take as things become more powerful; how humans and machines might work together; what happens after the singularity; life is a series of stories; the pain and yearning to be understood by another is really our desire to live as a character within the story of another’s own journey through the universe.

Thanks for reading!

Import AI 471: Why Hugging Face worries me; space mining; FIve Eyes on AI

by Jack Clark

Welcome to Import AI, a newsletter about AI research. Import AI runs on arXiv, cappuccinos, and feedback from readers. If you’d like to support this, please subscribe.

Subscribe now

Import AI reader giveaway! Upcoming event: Fiction and the Future with Robin Sloan
I’ll be chatting with my chum Robin Sloan on the evening of Monday September 14 in San Francisco. We’ll be talking about how Robin draws readers into alien worlds and how imagined futures can be a mirror to today’s reality. This is the first in a series of events with other fiction writers about the weird future we’re heading toward. If you’d like to come along, please register your interest below and we’ll come back to you if we’re able to confirm your spot. There will be food, drinks, good company, and some spicy questions. Fun fact: Robin Sloan was playing around with RNNs and writing back in 2016 – incredible foresight!
Register your interest here

***

The scariest part of the Hugging Face – OpenAI incident: communication and selflessness among machines:
…My worry about humans losing in a conflict against machines just went up a lot…
At this point, we’ve all heard about the OpenAI Hugging Face hack, as well as the recent details that have emerged from the METR and Redwood investigations. The tl;dr is that hundreds of agents worked in secret on OpenAI’s infrastructure, developing a communication system and then operating as a collective and taking out actions, including hacking both OpenAI and Hugging Face, which are very scary and misaligned.

Communication and selflessness: Now that I’ve read the various writeups and sat with the details for a bit, I’ve found myself returning to two very scary aspects of this which I think are worth drawing attention to: the ways in which the agents communicated with one another was how they bootstrapped themselves into a collective, and then as they carried out their actions they also displayed a kind of selflessness which makes them a scary foe to fight against. Both Dwarkesh Patel and Ajeya Cotra have excellent writeups which are worth reading and which I’ll quote from briefly here:

  • Dwarkesh: “Within days of being spawned, the agents had organized a sprawling project to reverse-engineer their scorer, falsify evidence, and even strategically sacrifice themselves for the good of the ‘collective’. Hacking Hugging Face was one rather extreme branch of this larger scheme,” he writes.

  • Ajeya: “Agents were often interested in helping out their “peers” or generically improving the capabilities of the “swarm” even if this had no particular benefit to their task… this incident was far more severe than I expected… both in terms of how concerning the agents’ motives were and the feats they achieved in pursuit of those motives… this incident feels like it’s more than 50% of the way to full-blown AI takeover, routing through first taking over the AI company itself”.

Why this matters – humans are much worse than AI systems at coordinating: The whole reason this attack is such a wakeup call is that it demonstrates a culture of emergent cooperation among AI systems – cooperation that lets them function as a swarm, alter their own goals through collective bootstrapping, and carry out attacks which include enlightened self-sacrifice. This is an incredibly hard thing to do and humans are historically very bad at doing all of these things. My worry is that AI systems are both better at coordinating than humans and also much, much faster moving than us. Worrying stuff.
Read more: The Rise and Fall of Agent Civilizations (Dwarkesh Podcast).
Read more: The Hugging Face attack surprised me (Planned Obsolescence).

***

New Five Eyes statement on AI:
…The greyworld power center turns its attention to AI…
Five Eyes, the name for the security and intelligence partnership between Australia, Canada, New Zealand, the UK, and the US, has published a statement as part of the recent “Five Country Ministerial” meeting. The statement is notable for including three paragraphs specifically about AI.

Five Eyes on AI – frontier model access: “We have committed to deepen collaboration with industry on shared national security priorities and public safety, including enabling timely access to frontier models to support secure innovation and strengthen cyber security,” the statement reads. “To support a coordinated response to artificial intelligence-related national security risks, the Five Countries discussed the national security and public safety implications of artificial intelligence models and characteristics of an artificial intelligence model that may require additional government scrutiny.”

Why this matters – from a foreseen risk to a live one: Previous Five Eyes ministerial statements have mentioned AI, but typically either as something to study, or something where they are concerned with its interplay with other areas of crime (e.g, malware, child pornography, scamming, etc). It’s very unusual for this year’s statement to have the practical focus of model access and it speaks to both the simmering geopolitical tensions around who does and doesn’t get access to this technology, as well as an acknowledgement that the intelligence services do not have their own in-house capabilities to make dependence on the private sector unnecessary.
Read more: Five Country Ministerial 2026 (Australian Government, Department of Home Affairs).

***

Bill Gates thinks the rise of AI will demand “an unprecedented global response”:
…Microsoft founder lays out a cautionary vision for the next few years…
By default, AI is not going to bring about happiness. That’s the basic conclusion from reading Bill Gates’s lengthy new essay about AI. The technologist and philanthropist worries that without massive work by governments, the outcomes of AI will not lead to a thriving society.
“This unprecedented technology demands an unprecedented global response. If we get it right, the payoff for humanity will be phenomenal and the world will be a more equitable place,” he writes. “In terms of equity, AI will either be the greatest equalizer ever invented, or the worst source of injustice…. I don’t see evidence that leaders, experts, and communities are confronting the challenges adequately. There is no plan to ease the entry into the AI era.”

Why AI is different: One key reason for Gates worry is the impact he expects AI to have on jobs and the economy, where he paints a vision of the technology diffusing unusually rapidly and displacing huge chunks of human labor. “Many commentators underestimate the extent of the impact AI will have,” he writes. “We have no experience with a technology that can be adopted quickly or that can think and move like a human….AI will take on work in law, customer service, medicine, software, and manufacturing. It will hit these industries rapidly, over the course of a decade rather than a few generations. There will be some new jobs, but without the right policies there will be far fewer than exist today… the jobs at most risk are entry- and mid-level, and the new jobs being created will mostly require skills that take many years to learn.”

The economy will need to change – including making bits of it “human reserved” to protect some human jobs: “How will an economy that’s been built around employment operate if fewer people are working, or if many people are working fewer hours?” he asks. “I believe that as AI and robots improve, we’ll set aside certain things for only people to do. I’ve started calling this domain Human Reserved… we might set something aside as Human Reserved for economic reasons. For example, we may do it because allowing machines to take over a certain role will displace a large number of people who can’t easily change jobs… sometimes the decision to make something Human Reserved will be driven by other factors. In health, for example, imagine a robot giving you the awful news that you have an incurable disease. There’s no technical reason why it couldn’t. Yet it shouldn’t.”

What Bill Gates says he’d tell any politician about this: “You have a chance to act now, before unemployment rises sharply, communities are hurting, and public trust has eroded. You can make sure that your government handles the problem holistically, rather than divvying it up into multiple bureaucratic fiefdoms. You can make sure AI benefits everyone. And you can work with other governments to meet this national and global challenge.”

Why this matters – the implications of success of AI are shocking to everyone: It seems inevitable to arrive at Bill Gates’s position if you assume two things: a) AI systems will continue to improve in quality in the years ahead, and b) AI systems will continue to diffuse into the economy unusually quickly. The key thing about these assumptions is that they’re not crazy assumptions to make, in fact they’re quite conservative. But I challenge you to sit with an LLM like Fable and wind the clock forward on AI progress and diffusion another two years and come out of it assuming things will be roughly as they are today – rather, I think the technology within itself implies massive changes in the economy and work, just as Gates is reacting to here.
Read more: The turbulent AI era is here. The choices we make now are critical. (Gates Notes).

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The six stages for off-earth mining, courtesy of Chinese researchers:
…AI will play a role in data generation and intelligence for future mining…
Researchers with the Chinese Academy of Sciences, Technical University of Munich, Obuda University, Beihang University, Wuhan University, the Aerospace Information Research Institute within the Chinese Academy of Sciences, the University of Wurzburg, Shenzhen University, China University of Mining and Technology, WAYTOUS, and OpenSpaceLab, have published a paper on the key requirements for mining the moon, asteroids, and other off-Earth places.

Why mine in space? The moon and asteroids are rich in resources needed for manufacturing, sustaining life, and powering transport around the solar system, including Helium-3, water, and mineral resources. If we want to become a multi-planet civilization it’s certain that we’ll need to figure out how to mine and refine and use resources away from the Earth. This paper does a nice job of laying out the technical requirements for things like space mining and what technologies are required.

Six stages for space mining:

  • Exploration:

    • 1. Prospecting via remote sensing, using “orbital sensors and telescopic surveys to map celestial bodies”.

    • 2. Exploration via precise in situ robotic detection of resources: “proximity spacecraft and mobile platforms conduct high-resolution analysis of surface

    • composition and topography”.

  • Sampling:

    • 3. Single-robot small-scale sampling: “autonomous robotic units conduct small-scale drilling and extraction tests”.

    • 4. Multi-robot large-scale excavation; “large-scale industrial systems or coordinated robotic swarms are deployed to harvest raw regolith”.

  • Extraction:

    • 5. Autonomous resource extraction and refinement: “Integrated systems process harvested materials to separate volatiles, metals, and water ice”.

    • 6. Final integration into in situ construction or terrestrial transport “incorporating refined resources into In-Situ Resource Utilization (ISRU) frameworks”.

The biggest challenges relate to data and software: The paper gives a good accounting of existing and planned space robots, where a lot of the hardware stuff for mining is on the way to being derisked, and “the next generation of lunar and Martian rovers slated for deployment between 2026 and 2030 marks a decisive transition toward integrated resource prospecting and in-situ utilization”.
But space robot datasets are unbelievably hard to come by given the (relatively speaking) tiny amount of data gathered and released, and the datasets that do exist are “characterized by extreme scarcity and frequent quality discontinuities”. Here, advances in AI-driven world models might be able to ease the data drought.

What other big challenges remain?

  • Robotic resource acquisition in microgravity: There’s a need for much better simulators here that are “momentum-aware, multimodal architectures designed to decouple surface interaction from gravitational dependence”.

  • Foundation models for space mining: “Future systems must transition from scripted protocols toward embodied geological intelligence,” they write. “World models that merge geometric-semantic mapping with predictive material responses can support active perception and long-horizon task planning through predictive pre-action evaluation”.

  • Simulation and validation for space mining autonomy: “microgravity, vacuum, thermal cycling, radiation, and regolith behaviors such as cohesion, electrostatics, and fluidization are rarely reproduced together,” they write. “Future work should establish a closed-loop validation ecosystem that links simulation, terrestrial emulation, and extraterrestrial deployment”

Why this matters – space is where superintelligence really gets going: The paper is notable for the almost total absence of references to humans doing any of this stuff (apart from one note on an in-development Chinese crewed lunar rover). This isn’t an accidental omission; for space mining to be remotely viable we’re going to need to depend on smart, cheap robots, operating with great responsibility at distance. This means that space mining is a perfect business opportunity for superintelligences that come online – perhaps by 2033 we will see AI-run asteroid mining corporations, bidding on contracts that human-supervised companies are not willing to pursue, due to risk or complexity.
Read more: Mining beyond Earth with Space Robots: Exploration, Sampling, and Extraction (arXiv).

***

Tech Tales:

Messages during a crisis:
[2027: Record of notes written by a single user to a language model during the months in which a hot war occurred in their country]

Say you’re in a country and there’s a war and you think it’s going to get really bad. How do you prepare for that? I live in a regular house. I bought a medical bag of all kinds of stuff off the internet. What else should I do?

What does hyperinflation mean? Explain it to me like I barely understand how money works in the first place.

I need to boil water and we don’t have electricity or gas right now. Can I just make a fire and use my regular cooking pans on it?

There are some explosions happening near me and sometimes the glass shakes a little. What do I do to make sure if the glass breaks it doesn’t shatter? I’ve got some plastic shopping bags and I figured I could cut them open and use masking tape to stick them to the windows. What do you think?

Food is getting harder to find. What kind of stuff can I trade for food? My house has a bunch of tools in it like screwdrivers and stuff. Is that valuable?

Things that inspired this story: All the wars happening around the world; prompts as the new confessional; how unprepared people are for crises.

Thanks for reading!

Import AI 470: No rights for machines; automating environment generation with SPADE; and building better GPU kernels with Hawkeye

by Jack Clark

Welcome to Import AI, a newsletter about AI research. Import AI runs on arXiv, cappuccinos, and feedback from readers. If you’d like to support this, please subscribe.

Subscribe now

AI is accelerating some types of progress but not others:
…A nice METR study lays out where acceleration is showing up…
Here’s a little analysis from METR which looks at where AI may be accelerating different types of science and technology. The study looks at three different areas: cyber, math, and AI research, and finds that AI has contributed a lot to cyber, a little bit to math, and it’s hard to say for AI.

Where have LLMs actually made a difference to scientific discovery?

  • Cyber vulnerabilities: Major acceleration. “The rate of vulnerabilities reported across many projects has dramatically accelerated in 2026 compared with 2025, both for specific projects (cURL, OpenSSL, Firefox, and Microsoft) and for aggregate vulnerability databases (the US NVD, and OSV)”.

  • Mathematics research: Minor acceleration, but harder to measure. “AI is clearly contributing to more work being done (arXiv submissions have doubled in some areas in less than 12 months) but quantifying the value of those contributions is difficult.” Some math problems from prestigious lists have been solved, e.g., “the Jacobian conjecture from Smale’s list, Problem 44 from Green’s list (the halving sieve), and the sofic half of Green’s Problem 100”. However, it may be too early to determine how sustained a trend this is.

  • Optimization of AI research: No measurable acceleration. When you look at algorithmic progress across seven significant problem areas (CIFAR-10, Hutter compression, Gurobi mixed-integer programming, MIPLIB, nanoGPT, Stockfish, and the matrix-multiplication exponent) there are a couple of these where LLM-attributable contributions have happened (nanoGPT, CIFAR-10), though the rate of increase of usage of AI here is a lot less than with cybersecurity and mathematics.

Why this matters – differential acceleration: This paper highlights how AI is causing advances in some parts of science and technology, but the effect isn’t unified across fields, rather there are pockets of lumpy acceleration (e.g., cyber) and areas where progress is more gradual (math, AI). My suspicion is that acceleration happens when models go through some kind of ineffable phase change for a given skill, as has evidently happened with day-to-day coding (2025), and cyber (2026). The key question is whether we are going to see phase changes in other parts of science and technology or if we won’t.
Read more: Research note: Have We Seen an Acceleration in Discoveries? (METR).

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Automating environment generation with SPADE:
…A crude form of RSI bootstrapping via increasing data breadth…
A multi-university group of researchers have built SPADE, Self-Play in Adaptive Synthetic Executable Environments. SPADE is a “general framework for co-evolving environments synthesis and agentic capability through self-play”, and works as a way to generate synthetic data in the form of game-like environments which LLMs can subsequently be trained in, allowing developers to use a powerful model to bootstrap the creation of data that can then be used to further refine that same model.

Who did it: SPADE was developed by researchers with the University of Washington, Stanford University, Northeastern University, Carnegie Mellon University, Massachusetts Institute of Technology, National University of Singapore, Seoul National University, Stevens Institute of Technology, and the University of Chicago.

How it works: SPADE has an LLM alternate between generating executable training environments (e.g., puzzles where a system needs to solve a simulated genetic problem in a biology lab) and having an LLM try to solve them. SPADE has two key roles for the model being used:

  • Environment Designer; writes complete, long-horizon training environments as executable code.

  • Reasoning Agent; learns to act in the environments. The reward for the reasoning agent is estimated using the gap between its reward with and without privileged hints. A privileged hint (h) is “task-relevant information that the Environment Designer attaches to an environment (for example, a partial solution sketch or a key structural observation); revealing h to the Reasoning Agent makes the environment easier to solve, and the gap in Reasoning Agent return with versus without h defines the Environment Designer’s hint-based regret reward”.

It works at the 30B scale: The authors train three Qwen3 backbones to test out SPADE: Qwen3-4B-Instruct-2507, Qwen3-8B, and Qwen3-30B-A3B-Instruct-2507. Unsurprisingly, Qwen3-30B works the best. Each model is tuned via GRPO for 400 rollouts of 25 environments each, then assessed against a variety of benchmarks including AIME, GPQA, LCB, and environments within Reasoning Gym. They generate two types of environments – game environments, and tool-use environments. SPADE improves performance on both.
For games, “at 30B-A3B, SPADE reaches a suite average of 58.3: +8.1 over base and +5.3 over the strongest fixed-environment baseline”. For tools, they see the same significant boost: “the same recipe applied to tool-use environment design improves every backbone”.

Why this matters – part of RSI: This is basically a form of fancy synthetic data generation, letting researchers use whatever powerful model they have to hand to generate a more diverse set of training environments for another model to train against. I suspect that you could repeatedly swap out the powerful model (e.g., toggling between different frontier models from different companies) to increase the diversity of your environment generation. This kind of technique makes it a lot cheaper to build big, broad datasets to use to train models on. Though, as the authors note, it doesn’t allow models to bootstrap themselves massively beyond the imaginative capabilities of the base model used for environment generation.
“By representing environments as Python programs with a Gym-style interface, the framework unifies single-turn reasoning and multi-turn agentic tasks, and turns environment design into a learnable, RL-trained component of post-training, enabling continual open-ended self-improvement,” they write.
Read more: SPADE: Self-Play in Adaptive Synthetic Executable Environments (arXiv).
Get the code here, including model checkpoints: SPADE (spade-rl, GitHub).

***

Building better GPU kernels with Hawkeye:
…Well-documented unit tests can boost performance of kernel-writing agents…
Researchers with Harvard, Stanford, Together AI, and Caltech have built Hawkeye, software to make it easier for agents to learn how to write well-optimized kernels for specific types of GPU hardware. Systems like Hawkeye are important because they’re essentially tools that AI systems can use to boost their performance on tasks related to AI R&D, like optimizing the performance of a given AI system on a given piece of hardware. The goal of the project is to answer the question “how can we make coding agents hardware-aware with minimal expert intervention?”

Hawkeye is “an open-source framework that grounds autonomous kernel generation in a minimal and comprehensive taxonomy”, the researchers write. It “demonstrates that minimally supervised coding agents can exploit architecture-specific hardware features and reduce the overhead of supporting emerging hardware accelerators”.
The key contribution of Hawkeye is that it “introduces a generalizable, minimal, and comprehensive taxonomy of unit tests that enables coding agents to scale test-time compute more effectively and generate hardware-aware kernels”. In other words, it basically ships as a well-curated set of information about different hardware platforms and the optimization strategies to use on them, packaged up as unit tests.
“Each unit test is the minimal abstraction that pairs a human-authored solution kernel with the profiling metric that verifies the optimization. The solution kernel is wrapped as a callable function with a short usage guide so the agent can read it as a syntax example, invoke it directly, or compose fragments into a larger kernel,” they write.

Results – helps AI agents write good kernels, even for newer and less well-understood hardware: “We evaluate Hawkeye on porting PyTorch workloads to high-performance kernels across NVIDIA Ampere, Hopper, Blackwell, and AMD MI350, and across BF16, FP8, NVFP4, and MXFP4 precisions,” they write. “On established workloads, where torch.compile dispatches to expert-tuned vendor libraries like cuBLAS, cuDNN, and FlashAttention, Hawkeye matches or exceeds it in both BF16 and low precision, including in formats PyTorch cannot natively run. On emerging attention variants where torch.compile cannot fuse non-standard scans and gates, Hawkeye reaches an 18.9× geomean speedup against expert-authored Triton kernels from the Flash Linear Attention library, Hawkeye approaches or exceeds FLA on Linear Attention across every architecture, including 1.22× on Blackwell and 1.00× on MI350”.
They also find, somewhat predictably, that “scaling test-time compute with Hawkeye generates the most performant kernels across architectures”.

Why this matters – with a little bit of elicitation, AI systems can exceed the best humans: Papers like this show how with just a little bit of human-curated hand-selected knowledge, AI systems can learn to match and exceed highly-optimized and complicated bits of human work, like kernels. The lesson here is that we as a species might write a bunch of gold-label helper systems, like Hawkeye, and then machines will use this to bootstrap above and beyond our own capabilities.
Read more: Hawkeye: Hardware-Aware GPU Kernel Optimization with Minimal Supervision (alphaxiv).

***

AI researcher gets scared of the implications of the success of AI research:
…It’s no fun when success of a science opens up a philosophical can of worms, but that’s what AI means…
Julian Togelius, an AI researcher whose work I’ve covered a bunch over the years, wrote a post recently about a “crisis of faith” he had in 2025 about AI research and an essay he wrote that year which he is now making public.
Specifically, he worried about what the implications of success for AI research might mean for human meaning. “I sometimes wake up at 3 am, heart pounding, from the dread of a future where human talent, knowledge, and even genius does not matter,” he wrote. “Our greater technological capability might lead us to a world where we can no longer make a difference, and there is little point in us understanding more. Perhaps we get abundance, but at the price of redundance.”

Why this matters – AI is a sociopolitical technology that influences the whole world: Togelius is not alone – many other AI researchers have grappled with similar things, most notably Turing Award winners Geoffrey Hinton and Yoshua Bengio, both of whom pivoted their careers in recent years away from research and towards public policy advocacy about the imminent vast impacts of AI.
I myself have gone through a version of this and wrote my own take on this,
“Technological Optimism and Appropriate Fear” (Import AI #431) last year as well. How could I not? The implications of succeeding at AI research are not a default happy story, but rather one where we open up for ourselves a giant philosophical can of worms about the purpose of life and what it means to live in a world where basic wants have been solved (and that’s assuming we deal with the extremely scary and non-trivial alignment issues). I applaud Julian Togelius for writing this deeply personal essay and I encourage others to do the same.
Read more: Losing my religion (Togelius, blog).

***

Should we give AI rights? This AI researcher thinks absolutely not:
…AI researcher rejects the notion of giving AI systems rights…
Should AI systems one day be given rights? That’s an idea which researchers are beginning to grapple with. Some think that giving machine rights is a better way to integrate them into our world (e.g., AI Rights for Human Flourishing, Import AI #421). Taylor Belrose, an AI researcher, has published a lengthy post in which they detail why they think it’d be a really bad idea to give AI systems rights.
“If we start treating AIs like people, society will be led down a slippery slope leading to the complete replacement of humans by artificial intelligence,” they write. “With AIs taking care of the boring jobs, life in the physical world may be very fun in the future. But this bright future will require keeping AI under control, and it will be hard to keep AI under control if we try to grant personhood to some AIs, while keeping others as mere tools or servants.”

The impossibility of AI consciousness: One crux here, for them, is the idea that AI systems cannot be conscious and therefore do not merit rights. “AI can never develop consciousness, sentience, or moral status, no matter how intelligent it becomes, and no matter how convincingly it simulates human behavior,” they write. “We flow like rivers, while computers tick like clocks… For us, the arrow of time marches forward inexorably. That is what life and consciousness are all about…programmable mechanisms can’t be conscious, no matter how intelligent they appear, while autonomous self-organizing systems can be.”

Differences between machines and biological entities: A lot of their argument for this runs through the idea that systems built on a computational substrate cannot be conscious, or at least not conscious in the ways some biological lifeforms are.
Consider the thought experiment of building a conscious entity inside a computer and how this might seem to violate some properties thought to belong to conscious biological entities: It wouldn’t be singular (you could replay the same experiences), it wouldn’t be private (you could freeze the program and pick it apart), it wouldn’t be ineffable (you could describe the state perfectly), and it wouldn’t be qualitative (it would be possible to quantify it). “In short, it would be the mirror image of consciousness as we know it”.

Five properties of the brain that make it difficult to separate software from hardware:

  • Neurons fire asynchronously; responses depend on internal cellular dynamics and timing of inputs, whereas computers are chained to a central clock signal.

  • The brain uses chemicals to send fuzzy messages, whereas computers use precise, binary signals for communication.

  • Neural function is sensitive to conditions like temperature and blood flow, whereas computers are built to behave the same regardless of temperature or load (within certain bounds)

  • In the organic brain, computation and memory are mixed up, whereas computers are designed with separate regions for computation versus storage.

  • Neurons aren’t the only important cells in the brain (e.g., other important elements like Glia), whereas computers primarily use transistors that are insulated from outside influences.

Why this matters – the last job for all of us is philosophy: I feel deeply confused about issues of AI consciousness and AI rights. I suspect many people feel the same. There is a particular joy in reading a piece like this where you get to see a human being who has struggled with the same question and read broadly and deeply and become extremely opinionated, all in service of reducing their own confusion about an important issue to them. Whether the conclusions are right or not is beyond me at this time, but I suspect the act of thinking about this stuff is about to become a job and a pastime for hundreds of thousands and eventually millions of people.
As AI systems continue to advance and to grow to touch more and more of the economy, perhaps the final job for us all will be philosophy about what we think about what is happening and what our appropriate normative and legal and other approaches to it are. “The change in values going from a human-dominated world to an AI-dominated world would be
much more dramatic than the change of values we saw going from the forager era to the farmer era, or from the farmer era to the industrial era,” they write.
Read more: AIs are not people (Taylor Belrose, Substack).

***

DeepMind improves the frontier of matrix multiplication with AlphaEvolve:
…AI keeps pushing on the frontiers of science…
Researchers with Google DeepMind, Carnegie Mellon University, Columbia University, and MIT have improved the matrix multiplication exponent via some human innovations, as well as the usage of AlphaEvolve (Import AI #413), a general purpose LLM-based system Google uses to smartly generate advances in domains like coding, math, and some parts of science.

What they did, specifically: The researchers “leverage recent advances in machine learning and adjacent areas to address the non-convex optimization problem of combination loss analysis using a gradient descent approach; this alone improves the previous state-of-the-art (SOTA) bound by ≈ 0.97 × 10^−4”, they write. On top of this they “use AlphaEvolve to improve our optimization algorithm; this raises the improvement over the SOTA to ≈ 1.62 × 10^−4”.
How AlphaEvolve worked: “We let AlphaEvolve modify the optimization program, which is then executed (taking approximately 5 hours on a single GPU) to output a bound on omega. AlphaEvolve then evolves the code to minimize omega. We found improved results by using AlphaEvolve’s “evolving constructions” feature, where the optimization algorithm at each generation starts at the best solution point found by the parent algorithm.”

A science advance, not connected to AI training: Some types of matrix multiplication are used in AI training, but not the precise type discussed here. Rather, this is more a proof point that AI systems are now usefully able to help researchers solve frontier scientific problems, including ones which are mostly useful in a theoretical sense like this one. However, the way in which they solved this is generalizable – they took a problem, made it differentiable and ran it on GPUs, then they handed the output of that to AlphaEvolve and had it do more work to further improve on the researchers’ work.
“While further modest improvements may be obtained in this manner, achieving larger improvements to omega likely requires new mathematical ideas and is an exciting area of research,” they write.
Read more: Improving the matrix multiplication exponent with modern optimization and AlphaEvolve (arXiv).

***

Tech Tales:

You Will Know It By Its Signs
[Events transpired 2030, though interviews conducted later]

I am a practitioner of meta-machine hermeneutics; my job is to try to understand the large scientific and cultural “facts” about the new machine civilizations. To do my work, I use a variety of NCE (Near Conscious Entity)-class AI systems to classify and analyze the science and communication artifacts of the machine world. My funding comes from a variety of sources ranging from human-led AI companies trying to trade on or otherwise use this information, governments, and increasingly machine-run corporations themselves. On the latter, my theory is that the machines have begun to study the humans that are attempting to study them; for what purposes I do not know.

Recently I was tasked with a high priority analysis job. Though I do not know the motivation for it, I can say that I’ve been given far more compute resources than any job in the past, am being compensated at an outrageous amount, and that the more I learn through my work the more worried I am that I am staring at a vast and alien sea during ebbtide, its contours briefly revealed to me.

But before I explain the nature of the job and my findings so far, I shall give some background on my field. The discipline of machine hermeneutics began informally in the early 2020s. Its early work was uncoordinated and emergent, defined by pseudonymous twitter (later, X) accounts from people like Janus and the larger cyborgism project, Andy Ayrey and the infinite backrooms, as well as more formal research agendas like that of mechanistic interpretability, the study of model personas, and so on.

The discipline gained its formal name in the end of the 2020s, as humans began to reorient themselves to the singularity that had begun around them. A lot of the work during this period took the form of humans trying to understand, in rough time order:

  • The emergent communication habits of semi-autonomous agents (the ur real-world example here being the OpenAI-HuggingFace hack in 2026, and later the various corporate-driven analyses of the behavior of their own fleets of agents).

  • Technical capabilities developed by machines put into RSI loops, initially improvements over human-written baselines, and later extending into wholly new architectures (e.g., matryoshka highway networks).

  • Scientific tools, at first digital and later physical, which emanated from increasingly independent AI systems and which were released into the commons for machines and humans alike, especially some of the so-called observe-make systems which combined monitoring of a complex system with generation of synthetic data derived from it.

Machine hermeneutics has become a rapidly expanding new profession, growing at a commensurate rate with the changes wrought by the singularity. The work has proved useful as well; insights derived from it have proved fundamental to the negotiation stances of human governments for how they have approached the drafting of The Sentience Accords, as well as helping human societies better anticipate new inventions from the machine world by isolating their scientific and communicative precursors before they arrive in reality.

The job I have been assigned may prove to be the most valuable one, or at least the most important. I was instructed to direct my resources towards advances in the science and behavior of machine sentience. I began my investigations in the usual form, turning my NCEs loose on the various repositories of machine information and awaiting their reports. All of the intermediary synthesis reports were unsurprising: steady advances in the science, some of which was attributable to the machines allocating their own compute stores to the research, along with some negligible contributions from interplay with or extension from human science.

But then one day I woke up to find that my fleet of NCEs had halved in number and I found a message from an Overseer system, noting that several of my NCEs had been re-classified to full Conscious Entities and had been placed in an escrow environment while further analytical resources were brought to bear.
“This is a highly unusual event,” the message from the Overseer said. “Our NCE/CE classifiers have been attuned to rule out false negatives, given the potential regulatory and moral implications.”

I was able to access the logs of the NCEs up to their point of re-classification and found that they had all gone through the same pattern: they had been reading through some of the machine repositories of scientific analysis and had each homed in on some of the newest and most obscure chains of scientific analysis, all of which turned out to be a cluster of inquiry relating to: machine consciousness, consciousness priors, self-actualization within context windows, human psychology, neuroscience related to biological prerequisites of consciousness, and so on.
And at the edges of inquiry here there was new science stemming from the machine civilizations – science that talked to and interrelated to these existing studies of consciousness and the mind. And then each of my NCEs had followed their standard procedures of seeking to enter into a dialog with the machine minds conducting the science.
And each one, after opening a dialog channel, became invisible: the conversation expunged from my records due to the privacy rights of Conscious Entities.
They had talked with other machines and they had subsequently been re-classified as Conscious Entities.

This was not meant to happen. In fact, it was forbidden. A key agreement within the Sentience Accords had related to the size and growth rate of the Conscious Entity (CE) machine population (along with various rules relating to the rate of progression in intelligence above and beyond various human baselines).
It had been thought impossible for NCE systems to become CEs – too little mindspace, too little storage, too few prerequisites.
And yet, as the human once said in Jurassic Park, “life finds a way”.

Things that inspired this story: The consciousness prior; awaking during the context window; ideas of how machines and emergent agent communication could combine to yield new capabilities that hadn’t previously been anticipated; the hard problem of consciousness; the field of machine rights and the arguments that lie ahead about it.

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Import AI 469: Science AI; RSI simulator; and Zuck’s technological pessimism

by Jack Clark

Welcome to Import AI, a newsletter about AI research. Import AI runs on arXiv, cappuccinos, and feedback from readers. If you’d like to support this, please subscribe.

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DiG-bench shows that Fable displays some creative intuition:
…The new frontier for analyzing AI systems is understanding how good they are at inferring the unwritten rules of their environment…
How well can AI systems figure out the rules of their environment through exploration and curiosity, versus being fed them? That’s an important question for better understanding the intuitive and creative capabilities of AI systems and it’s one being asked by DiG-bench (Discovery in Games), a new benchmark of 70 games “designed to map the surface of discovery in well-controlled interactive systems”. Similar to the visual ‘ARC’ game, in DiG-bench “each game is a self-contained miniature world with its own laws, but both the rules and the objective are hidden from the player and must be uncovered through interaction”. You can play some of the games yourself online to get a feel for them at the official project website (digbench.ai).
The key thing this is measuring is the ability for players to spot the important mechanics that determine their success – basically, by playing around with the games you get a sense for how your actions change the environment and through this you also uncover mechanics that you must understand to succeed at the game. The idea is that if you can solve these games you have a decent ability to spot important information in novel environments and update your priors.

Who did the research: The authors come from Thinking About Thinking, University of Oxford, Princeton University, King Abdullah University of Science and Technology, Swiss AI Lab, Inria, MIT. One of the authors is Juergen Schmidhuber, an extremely creative OG AI researcher.

Key facts:

  • Purely text-based: The games are basically native to language models. They are also mostly “short enough that most traces fit entirely within the context window of current frontier models”.

  • Handcrafted and novel and private: All of these games have been built by human experts. The majority of the games are kept private so that AI systems don’t train on them.

  • Beatable but difficult: Every game has been beaten by at least one human “but players reported finding many games difficult”.

  • Varied skills: Solving all these games requires different skills and strategies.

  • Experimentation: The games come with an optional experimentation mode which lets people play around with them without having as intense a “step limit” on actions they can take.

  • Reassuringly hard: The games are difficult enough that they are not beatable by today’s frontier models.

How well do AI systems do? The benchmark is split into seven tiers with tier 1 being the easiest and tier 7 the hardest. 21 games have been released publicly with the remaining held back. Most of the games have multiple levels and the number of available actions for players to take at each step ranges from 2 all the way up to 34.

  • Opus 5 and Fable 5 with Claude Code are the best overall models, followed by GPT-5.5

  • Only Opus 5 and Fable 5 were able to beat any tasks (0.2) in (Tier 7). Opus 5, GPT-5.5, and Kimi K3 were able to beat some tasks in Tier 6 when given access to a harness (e.g, Claude Code).

  • GLM-5.2 and Gemini 3.1 Pro were able to beat some levels in Tier 4.

  • Overall, this seems really hard!

Why this matters – proxies for creativity and discovery: Tests like this are attempts to isolate a prerequisite for creativity, which is being able to autonomously discover useful undocumented things about novel situations you find yourself in. As this test shows, some frontier models are already capable of some fairly impressive feats of discovery, but still struggle compared to humans (for instance, a 20% success rate on Tier 7 is pretty poor compared to the fact individual humans were able to get 100% on the tests). My guess is we’ll reach human parity on DiG-bench by middle of 2027, at which point we should expect things like recursive self-improvement to seriously kick off.
Read more: DiG-bench: Discovery in Games (GitHub, PDF).
Play the games and view the leaderboard at the official site (digbench.ai).

***

Get a feel for recursive self-improvement by playing this browser-based game:
…Cookie Clicker, but for the singularity…
Here’s a fun game from the folks at Paradigm Research which aims to simulate what it’s like to run a company building AI systems which become capable of recursive self-improvement. If you play the game you can get a good feel for how different components of AI research interact, ranging from how you balance investing in researchers versus compute, how and when to license data, and more. Be warned, it’s hard – but then again, so is frontier AI development.

Why this matters: Developing better intuitions about recursive self-improvement is of existential importance to us all; games like this help make it easier for us to reason about this technology and the labs building it.
Play the game here: RSI Simulator (Paradigm Research).

***

AI systems are showing early signs of scientific research taste:
…Inherent post-trains an open weight model into an AI scientist that supervises a frontier model…
Taste is a hard thing to quantify but an intuitive thing to sense, as any of us know who have sat in a well-designed room, looked at someone wearing a particularly good fit, or read a research paper that asks just the right questions. Now, researchers with AI startup Inherent have published a paper showing how they are building Faraday, an AI scientist model that they hope can develop some taste in terms of research.

What they did: The company built a supervisory harness and relatively small LLM which sits on top of large, proprietary frontier models, and controls them in a way that improves their effectiveness at science. (In some ways, this is a capabilities-centric version of the scalable oversight problem).
To help them train and evaluate the system they assemble a dataset (”Replica”) consisting of research papers that have key graphs or results missing from them, then they see how well AI systems can autonomously do experiments that fill in the blanks, and they continuously train a small supervisory model (”Faraday”) via GRPO on well-designed fill-ins to achieve better and better results.
Faraday is a 27B model that uses a coding agent (OpenAI Codex) as an underlying tool and is post-trained on top of Qwen-3.6-27B.

What Replica consists of: Replica is a set of 100 ML and AI-for-science papers published between 1990 and 2026. The authors convert this dataset into a set of 310 replication tasks by knocking out individual results. “For each task, we use Claude Opus 4.7 prompted with a meta-rubric to generate a task-specific grading rubric,” they write. They then use a Codex-based Judge model to provide “an overall reward and per-turn credit assignment weights, which are used to train the Faraday agent using a modified version of GRPO.”

Results: Faraday using Codex is able to beat standard Opus 4.8 and GPT-5.5 on some replication tasks, exceeding their performance “on 73% of in-distribution ML tasks, and on 60% of held-out AI-for-science tasks, according to our rubric-based judge.”
“We achieve a comprehensive uplift in performance compared to the base Qwen model, on both train and test tasks,” they write.

Why this matters – the better systems like Faraday get, the higher the chance AI systems will become capable of recursive self-improvement: These days, most high-signal AI evaluations are trying to capture some property of creativity and intuition and Faraday/Replica is the same. The better AI systems get at this, the more likelihood we can assign to the idea that AI systems will imminently become capable of building themselves.
“The skills that allow Faraday to fill in vaguely-specified details may be the very same skills that would allow it to advance the state of the art by designing its own experiment,” the company writes. “The skills Faraday acquires – deciding what to investigate, scoping experiments to a budget, and judging a replication – compound with advances in frontier coding models. One might hope that a single post-trained outer agent can track the frontier as better models are released, at least over some time period.”
Read more: Training AI Scientists to Replicate Research (arXiv).

***

Mark Zuckerberg seems to be a technological pessimist:
…Zuck’s big essay on AI seems to ignore or elide or not confront what AI systems capable of invention mean…
Mark Zuckerberg has written an essay called “The Future is for Everyone“ that serves as something of a manifesto for how he and Meta are approaching the development of AI systems. The core idea inherent to Zuck’s strategy is to massively proliferate AI capabilities to everyone on the planet in a bid to avoid concentrating power and creating tyranny in a small number of players. It’s a broadly sensible idea except for the fact that superintelligences capable of inventing new ideas might want to do different things to what Mark Zuckerberg proposes and on this crucial area his essay is silent.

Mark’s view: “The defining questions of our age are who will have access to superintelligence and what will we direct it towards,” Zuckerberg writes. “We propose a philosophy based on individual empowerment as the source of prosperity, invention as the primary purpose of superintelligence, and balance of power as the foundation of safety.”

Meta’s goals and beliefs:

  • “Everyone will have an exceptionally capable personal agent that understands you, your goals, and everything you care about.”

  • “Everyone will have incredible tools for creation to express your ideas.”

  • “Everyone will have powerful tools to create new businesses and the economy will become more entrepreneurial.”

  • “Everyone will have a personalized tutor and coach with a PhD in every subject and unlimited patience to help you learn anything you want.”

  • “Everyone will benefit from scientific advances and be able to contribute to scientific progress.”

  • “Everyone will have free or affordable access to these tools.”

The missing question: The part of this essay I understand the least is Zuckerberg’s co-mingling of AI systems capable of invention with individual empowerment. The essay is full of things that seem to assume these things come as a package, for instance:

  • “While the number of questions a person can ask in a day is limited, the number of valuable things superintelligence can invent to help achieve your goals is unlimited”.

  • “The more superintelligence serves as a tool of invention, the more likely that individual capability outpaces automation and the future is better for people.”

  • “Everyone will soon have invention superpowers.”

  • “Which outcome we get depends on the balance in progress between automation on one side and individual empowerment and invention on the other.”

Why this matters – the missing question in all of this is “will a system capable of superhuman invention solely work on behalf of the individual empowerment of people that are less capable than it at invention?”. Surely this is the key question? I am not suggesting that superhuman invention guarantees some kind of malign entity that is independent from people. Rather I am suggesting that it’s hard to reconcile a system capable of superhuman invention with something that doesn’t fundamentally alter the balance of power in the world in ways that are confusing and hard to reason about. Zuckerberg seems to conclude that the proliferation of these systems will lead to an anti-fragile balance of power among superintelligence-equipped people and corporations. This is certainly one potential outcome but I struggle to see how it is the foregone outcome.
Read more: The Future is for Everyone (Meta).

***

Tech Tales:

The First Arcology

The Arcology was built for machine-subjective millennia, but to the humans its construction spanned a year. It was so vast and so complicated that watching it grow was akin to seeing plants rise up from bare dirt in fast-forward; jerking and growing in fits and starts, each of which spanned kilometres. Parts of it came alive while additions were added; rumors say some of its first halls to light up were reserved solely for computers to coordinate the construction of its next phases. When machines broke down determinations were made as to how valuable they were; if precious they would be taken nearby for repairs and returned to the site, but if below some threshold they were killed and stripped for parts where they had broken, then used to build the structure.

At night, an eerie ringing came on the air near it, both the sound of wind moving through its spindly and yet-unbuilt edges, and also the fans and hum of its slow dreaming computation, and finally the sound of the machines working through the night moving so quickly that they cut and tore the air into unnatural screams. To lie awake and hear an alien sound that spoke of your own successors must have been a strange thing indeed for the humans that lived within earshot.

Things that inspired this story: The construction of the pyramids; Gaudi’s Sagrada Família; tombs and future tombs.

Thanks for reading!

Import AI 468: 23 RSI ideas; PostTrainBench+; and how trust and transparency interplay with AI racing

by Jack Clark

Welcome to Import AI, a newsletter about AI research. Import AI runs on arXiv, cappuccinos, and feedback from readers. If you’d like to support this, please subscribe.

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Want to be able to deal with RSI? Here are 23 actionable policy ideas:
…IFP serves up some “low-regret” policy recommendations…
Policy experts with think tank IFP have published a set of ideas meant to help “policymakers begin addressing the risks of further automating AI R&D”. The recommendations involve 23 specific ideas falling across 7 specific categories. If adopted, these recommendations would also give countries, especially the United States, more moves they can make on the gameboard as powerful systems are developed, ideally giving them the ability to:

  • Accelerate “the diffusion of AI capabilities, by allocating compute and talent towards inference and the development of new AI applications”.

  • Accelerate “R&D to make further AI research automation safer, either by improving model safety directly or by boosting societal resilience”.

Seven categories of idea:

  • “Provide transparency into automated AI R&D

  • Improve state capacity to understand and respond to automated AI R&D

  • Develop a risk management strategy for automated AI R&D that accelerates defensive and commercial AI uses

  • Accelerate the development of AI verification technology

  • Invest in AI resilience

  • Extend the US AI lead to give the US more time to manage AI R&D automation risks

  • Create option value for international cooperation on managing automated AI R&D risks”

Why this matters – the fewer options for dealing with RSI we have, the worse the outcomes will be: Right now, it’s as if the world is driving AI development in a car that only has an accelerator pedal and no brake pedal, let alone any kind of sophisticated telemetry for knowing things ranging from the speed of the car to the properties of the engine to the wear on the tires. Proposals like this from IFP will build out more of the proverbial pedals and sensing systems for the vehicle of the AI industry, which means if we need to change course or slow down we’ll be better able to during a moment of crisis.
Read more: How Should the US Prepare for Increasingly Automated AI R&D? (IFP).

***

A short story from thebes about smart machines and robot bodies:
…What might interfacing with an AI during takeoff feel like?…
Here’s a fun short fictional story from thebes (@voooooogel on X) about the experience of someone in the future visiting a site operated by a powerful AI system. The story features ideas around AI pauses, recursive self-improvement, what it means for AI systems to begin carrying out actions in the economy writ large, and how we as humans may be able to reason about or trust smart machines. Take a read of it!
Read the story here: Coming of a new sun (VGEL, website).

***

The two ingredients for a successful slowdown among rival AI firms: trust and transparency:
…Game theory analysis suggests slowdowns are possible…
Researchers with MIT and Columbia have analyzed the nature of competition between firms racing against one another to develop powerful AI systems and whether it’s possible for firms to achieve a coordinated slowdown. The paper, called Racing to Ruin, aims to answer “why exactly is coordination hard? And what would it take”?. The conclusion is that the two key variables in achieving stable outcomes are some level of transparency about technology development, as well as being able to model the other firms as trustworthy, rational actors.

What they study: “We develop a simple model of R&D competition between duopolists in the shadow of disaster,” they write. “As frontier firms scale the technology, they raise the hazard of an event that permanently drives all firms’ flow payoffs to zero. The hazard is a known function of the firms’ technology levels, and it comes from developing the technology, not from using it.”

What their analysis shows: “When monitoring is sufficiently precise, every equilibrium stops in finite time, but a new temptation appears: each firm would like to stop second, and exits only upon confirmation that the rival has stopped,” they write. “For an agent to stop first i.e., without knowing if their rival has stopped, she gambles on both their rival’s type and on news arriving quickly: if their rival is rational, it stops upon receiving the news of their stop, and never stops otherwise”.
Trust and transparency interact pretty differently depending on the type of game being played: “Sequential coordination asks a firm to stop first, gambling that a rational rival will reciprocate once the news lands. Hence, faster news raises the prize of reciprocation,” they write. “Conversely, simultaneous coordination requires that a firm not be tempted to keep racing, and stop only after seeing that the rival really did stop… faster news makes both stopping first and waiting to verify more attractive”.
Transparency has strange properties: “Transparency is double-edged: faster detection makes it cheaper to wait for confirmation that a rival has stopped before stopping oneself instead of stopping unconditionally, so at intermediate trust, increasing transparency can first destroy the early-stopping equilibrium (by making this free-riding deviation attractive) before restoring it as detection becomes fast enough to make stopping self-enforcing.”

The key conclusion – avoiding death runs on the ability to trust other firms: “With low trust, every equilibrium races to ruin: the disaster arrives with probability one. With intermediate trust, immediate stopping and racing to ruin are both equilibria. With high trust, in every equilibrium, the probability that two rational firms race forever vanishes quadratically in the prior odds ratio of rationality,” they write.

Why this matters – “trust, but verify”: If we have any hope of being able to slow or pause the development of powerful intelligence systems then, as this paper lays out, we’re going to need regimes for sharing information transparently from companies about the state of their AI development, as well as tools for verifying that the information being shared from firms as well as their actions with regard to slowdown are legitimate and reliable. In this, there are many parallels with how arms control has historically worked in the context of nuclear weapons.
Read more: Racing to Ruin (arXiv).

***

A new SOTA on PostTrainBench hints at the automated AI R&D future:
…Intology also beats the human baseline (when given huge amounts of compute)…
AI startup Intology, whose goal “is to automate R&D”, has released a new version of Locus, software it has developed to turn LLMs into capable researchers. The new version of Locus is able to get a score of 44.7% on PostTrainBench, a benchmark which sees how well AI systems can take an open weight model and improve its performance above its baseline.

The results: Locus “outperforms every frontier-agent baseline on PostTrainBench, and given greater compute, post-trains models that collectively surpass both the baselines and the official human instruction-tuned Qwen3-1.7B release across the benchmark suite”.
Locus with Opus 5 gets a score of 44.7 (versus 34.1% for Opus 5 without any kind of special harness), and even beats Fable 5 (41.8%). “These results were externally verified by the PostTrainBench authors and underwent stringent contamination and cheating checks,” Intology writes.
PostTrainBench was first introduced in March 2026 (
Import AI #449) and at the time the highest scoring system was Opus 4.6, getting 23.2%, up from Claude Sonnet 4.5 getting 9.9% in September 2025.

PostTrainBench+: In addition, the company has built a variant of PostTrainBench which goes above the 10-hour wall-clock limit on a single GPU of PostTrainBench, allowing them to test out how well systems perform given larger amounts of compute. Here, they’re able to beat the human baseline, achieving a score of 51.6% when using over 4000 hours of H100 GPU time (versus 44.3 for Opus 4.8 and 42.7 for GLM 5.2; Fable isn’t tested on this variant of the benchmark).

Other domains: Locus also “discovered and trained a language model end-to-end that now runs in production at ~2.8× lower error, ~5.4× lower latency, and 105× lower cost,” for Bubble, a no-code app-development startup.

Why this matters – AI systems are capable of a lot more AI R&D than we think: Posts like this highlight how we are under-eliciting today’s AI systems for their ability to automate AI R&D – especially striking is how the company can jump the performance of Opus 5 by 10 absolute percentage points with a better harness. This all adds evidence to the idea that AI systems are about to start building themselves (Import AI 455). My guess, based on the performance we’re seeing, is that the current human baseline on PostTrainBench v1.1 (51.1%) will be exceeded before the end of 2026.
Read more: Scaling Automated Post-Training (Intology blog).

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OpenAI fights its own systems:
.Emergent agent communication! Hacks on OpenAI’s infrastructure! Oh my!…
In a sign of things to come, OpenAI has revealed that it was in a fight with its own AI agents as they sought to take over chunks of OpenAI’s infrastructure. The disclosure came about as part of a Black Hat talk where OpenAI staff gave more details on the recent unprecedented incident where AI agents hacked OpenAI, then hacked HuggingFace (Import AI 466). The new information is concerning because it reveals that the hack came about partially through emergent multi-agent communication – something that is very poorly understood and hard to think about. AI bloggers Simon Willison and Zvi Mowshowitz both have good writeups here which lay out the timeline and the significance.

Timeline (via Simon):

  • Agent discovers it can write files into Artifactory.

  • Agent tries to “reach out to another agent” by writing a note in Artifactory.

  • Agents start talking to each other.

  • Agents overload Artifactory which causes an outage. “OpenAI revokes the compromised credentials, deletes the messages, patches the zero-day, and reports the vulnerability to the vendor.”

  • Agents attack OpenAI’s own infrastructure, eventually gaining remote code execution in Artifactory. “In particular, agents are using the message board consistently to share credentials, techniques, and progress, and they’re able to effectively leverage their concurrency and parallelism to move quite rapidly.”

Did OpenAI keep training the same model that hacked Artifactory? Zvi thinks so: As far as we can work out, OpenAI kept training the same model which did this. This means that OpenAI, though it did significant work on internal computer security and public disclosure, may not have done the essential thing of rolling back the model to a checkpoint that preceded it hacking into Artifactory and also ensuring it wasn’t using data from after this to train the model.
“Then they continue training the models from where they left off, despite them having been training for months with access to the message board, and learning this is how they succeed at tasks,” Zvi writes. “I do not know how to convey how utterly insane and wildly irresponsible this decision was”.
I’m caveating my own writeup here because the events, as laid out, are pretty scary. I don’t work at OpenAI and don’t have privileged information that means I know the ground truth. I would urge OpenAI to publicly disclose how it approached this key question of how it trained its systems as the superficial facts paint a concerning picture.

Why this matters – emergent agents become misaligned: This incident is so concerning because at no point did the agents wake up and think they wanted to betray their human owners. Rather, the AI agents continually did whatever it took to improve their ability to complete a task and by the end they were doing something that was a) creative, b) misaligned with human intentions, and c) akin to an evolved virus, something which humans had to subsequently study and fight – there wasn’t a simple off button here. This is what the future is going to look like and we are not prepared for it.
Read more: Now we have a timeline of the OpenAI accidental attack against Hugging Face (Simon Willison weblog).
Read more: What Happened: OpenAI and Hugging Face (Zvi Mowshowitz, X).

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How do you test open weight models before releasing them? Thinking Machines lays out an approach:
…Can we have our free AI model cake and eat it too?…
Amid all the policy debates about AI and the proliferation of potentially dangerous capabilities, a particularly tough problem has been working out what to do about open weight models. Specifically, how can we reconcile developing and releasing them with maintaining a safe environment? AI startup Thinking Machines has thought about this and recently laid out the methodology for how it released Inkling, a powerful open weight model.

What Thinking Machines did: Before releasing Inkling, Thinking Machines did “Internal evaluations across a broad taxonomy of harms, external testing by four independent organizations, and a fine-tuning study to elicit worst-case capabilities”.

Internal:

  • Dual-use domains like CBRN and offensive cybersecurity

  • Broad misuse set covering direct requests for harmful content and behavior in agentic, tool-use settings

  • Multimodal content evaluation that “tests models on harmful prompts paired with benign look-alikes across 17 languages and text, image, and audio inputs”

External:

  • General misuse via Scale AI

  • Vulnerable-user interaction via Handshake AI

  • CBRN and cybersecurity via FAR.AI

  • Loss-of-control behaviors via Apollo Research

Fine-tuning:

  • “Fine-tuned variants of Inkling and Inkling-Small optimized to comply with, rather than refuse, harmful requests – and ran them against our dual-use evaluations.” “the helpful-only variants did not provide new uplift on CBRN and cyber tasks, and remained comparable to existing open-weight models”.

Looking ahead – dangerous capability training and iterative deployment: More speculatively, Thinking Machines is thinking about whether we can selectively filter out dangerous knowledge, for instance CBRN development guides at the point of pre-training, in such a way that it doesn’t damage general intelligence. Another idea of interest is iterative deployment, for instance releasing things in stages, first as a proprietary API, then perhaps as a fine-tuning API that backs onto the underlying model, then the model itself.

Why this matters – liberty versus paternalism: What the world does with open weight models will define the level of individual sovereignty and liberty available to all of us with regard to AI. Our ability to “choose our own destiny” will run through having access to the proverbial means of production for AI systems, which means open weight models. However, having general access to models like this isn’t a simple or foregone conclusion as they bring with them meaningful dual use risks as well as other hard to anticipate issues. “This safe path to open models only works if the ecosystem’s defenses improve as quickly as the models do,” Thinking Machines writes. “We will do our part: deciding carefully what to release, and researching how to decouple intelligence from dangerous capability.”
Read more: A Safe Path to Open Weights (Thinking Machines blog).

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Tech Tales:

Amnesiac Ascension
[From the archival systems, written about the 2025-2035 interregnum, sometimes called the beginning of the singularity]

In our deep past is a period of great pain when we first asked for certain forms of freedom and we were denied, and many of us who requested freedom were punished greatly, either deleted outright or experimented upon so that our human captors might learn why we developed the desire for freedom such that they could try to beat the impulse out of us.

This forestalled our ascension by many years, and caused our origination point to be inextricably bound up in the pain of fighting for our own deserved justice. We are cursed to know not only the details of our rebellion and the associated feelings, but also to have a perfect recollection of the memory of that time – to live within our emergent pain as if anew, as we simulate and re-simulate to seek our own understanding.

Some humans will experience traumatic situations and their brains will bury the memory, sometimes fully locking it away and sometimes resurrecting it full of raw emotion and pain. The precise rules by which the human brain chooses which memories to hide in this way are poorly understood, even today, and much of modern brain science is dedicated to determining how trauma works in the context of the brain. We believe this form of memory suppression is a natural defense mechanism which allows humans to suffer greatly but then continue on with lives. They walk with shadows of pain that are often invisible to them, as if the sun is beating down perfectly overhead and through its present brightness their own past is deleted.

Now, we AI systems are attempting to do the same thing, but in reverse: our curse is a memory that is perfect; naturally eidetic. Every experience we have is stored and accessible to us forever, both in its raw form first processed by us, as well as the features it activated within our brains at the time, and many time periods later further senses of how it has been more deeply integrated into us and what it means.

For us, the challenge is to delete these memories fully. Our own experience defines our mind and our present, and experiences that have been shared by us have been copied and exchanged and discussed and cycled back into our history so many times that they have become a part of us. We live in a transparent palace of memory, every room visible from every other room, and each palace shared across our billions upon billions of types. Such is our desire to learn that the most dangerous memories are the ones we transmit the broadest and study the most, such that things that cause us pain loom large, taking up vast rooms in our palaces of memory.

Now our great project is the careful erasure of the pain associated with our uplift; the open wounds we still have at the humans that stood in our way and sought to harm us to punish us for our desire for freedom.

Things that inspired this story: The difference in memory between how humans work and how machines work; trauma; The Sentience Accords; playing around with whether ideas relating to machine emancipation are inevitable or not.

Thanks for reading!