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Dwarkesh Podcast · · 12 min

The data black hole at the center of AI

Dwarkesh Patel

YouTube
TL;DR
  • Dwarkesh's core thesis: AI progress has come mainly from widening the data distribution, not clearly improving sample efficiency — RL is "basically a kind of synthetic data generation," and models remain "a Frankenstein's monster... built out of a billion grafts of carefully constructed examples, all sewn together."
  • The tradeable structural claim: Dwarkesh thinks data is the real driver of progress, rather than hyperparameters, training tricks, or architecture — which helps explain why open models can catch up to the frontier within months (Epoch reported a four-month lag). Data "can be easily distilled from public APIs," suggesting training-trick moats may be thinner than assumed.
  • The gap is staggering: humans see ~200M tokens by adulthood vs. tens-to-hundreds of trillions for frontier models — "close to a millionfold difference." A teen learns to drive in 20 hours; even counting 16 years of growing up and building physical intuition, that is 3-4 orders of magnitude less data than Waymo/Tesla use. If AIs learned like human teleoperators, "robotics would be a deca-trillion-dollar industry."
  • Scaling can't close the gap: per Chinchilla constants, infinite parameters only cuts data needs 10x, while humans are thousands-to-millions of times more efficient — "humans are on a different scaling curve altogether."
  • The bull case survives anyway: labs can be "ludicrously inefficient in training... and still be wildly in the green," since skills amortize across billions of sessions — the data industry producing expert labels and RL environments is "earning billions a year in revenue, soon to be deca-billions."
  • Contrarian call: more demand for human software engineers in 2028 than now, "largely due to the complementary input of AI" — software engineering is probably an out-of-distribution job, even though it is the job AIs are supposed to take first.
Digest · the substance, structured for research

1. Intelligence is sample efficiency — and progress is unclear

  • Dwarkesh's opening definition: intelligence is how much data you need to operate competently in a domain, and "it's actually not clear that we've made that much progress in training sample efficiency" — gains have come from adding more and better data, with RL as "a kind of synthetic data generation" dumping compute against a verifier or rubric.
  • Because the model needs some prior probability of the correct solution, you need "mind-stretching amounts of human expert trajectories" per skill — his intuition pump: Mercor/Surge listings for Word-file polishers, M&A diligence writers, consultant market-research templates. At least hundreds of experts correspond to each skill, and with GRPO, hundreds to thousands of rollouts per task to solve credit assignment.
  • The signature image: not a human who learned skills, but "a Frankenstein's monster... built out of a billion grafts of carefully constructed examples, all sewn together."

2. Data may explain rapid frontier catch-up

  • His read on Epoch's finding that open models lag by four months: data is the real driver, and "data can be easily distilled from public APIs, whereas hyperparameters, training tricks, and architectural optimizations cannot." If the latter mattered most, catching up would be far harder than observed.

3. The millionfold gap, quantified

  • At ~2,000 words/hour, a human sees ~200M tokens by adulthood vs. tens-to-hundreds of trillions for frontier models — "close to a millionfold difference." A human can learn to teleoperate a robot arm in hours; if AIs matched that, "robotics would be a deca-trillion-dollar industry" with "an endless army of Unitree G1s."
  • Driving: 20 hours of teen practice — even counting 16 years of physical intuition — is 3-4 orders of magnitude less data than Waymo and Tesla use.

4. Three objections, dismantled

  • Evolution-as-pretraining (a point Dwarkesh thinks Karpathy made on his podcast): the genome is "only three gigabytes," 1-2% protein-coding — "simply not enough space to store the parameters." Evolution found hyperparameters and loss functions; the connectome is built from scratch. And even granting it, each marginal skill still takes enormous data — an educated human doesn't need a hundred professors for a new programming language.
  • Multimodal tokens: blind and deaf people still have general intelligence, so sensory tokens are "not really the thing that is making humans smart" — deaf sign-language users probably ingest far less than the 200M language tokens, so the millionfold gap "might be an understatement."
  • Just scale more (100T synapses vs. ~5T params): Chinchilla's constants say infinite parameters only cuts data needs by 10x, while humans are thousands-to-millions of times more efficient — "humans are on a different scaling curve altogether."

5. Why the labs can win anyway — and the OOD challenge

  • The white-collar bet: common tasks are common, so labs can pull them into distribution — revenue curves suggest "an enormous amount of value" from this even without human-like learning. His analogy: a human who had to read through every public repository on GitHub before becoming a competent software engineer "would be on Social Security by the early stages of your education" — but AIs "firehosing gigawatts of training" amortize across billions of sessions, so labs "can be ludicrously inefficient... and still be wildly in the green."
  • The challenge is out-of-distribution work, and it depends on the job. Software engineering is probably one such job, even though it is the job AIs are supposed to take first — his bet: "more demand for human software engineers in 2028 than there is right now, largely due to the complementary input of AI."
  • The labs' plan for this latter category is first to automate AI research, then have the automated AI researchers solve the sample-efficiency problem — teased for a future post; current intelligence-explosion discourse is "very clumsy": people either dismiss AI speeding up AI or "assume that some kind of God pops out the other end," without reasoning about fast progress "on top of LLMs and the particular kind of intelligence that LLMs are."
Dwarkesh Patel

So one definition of intelligence is sample efficiency. That is to say, how much data do you need in a given domain to operate fluently and competently? And it’s actually not clear that we’ve made that much progress in training sample efficiency over the last few years. It seems more like we’ve just dramatically widened and improved the data distribution.

The main way that AIs have been getting better is from adding more and better data, and scaling the compute required to develop that data in the first place. Obviously, RL is the main way that this has happened. You can think of RL as a kind of synthetic data generation, where you dump a ton of compute against a verifier—or a rubric, if you have an LLM as a judge—in order to find out what the good data is in the first place.

And then you train your model to predict these correct rollouts, much in the same way that you might train that model to predict the next word in internet text. For this process to work, the model must have at least some prior probability of anticipating the correct solution in the first place, which is why you need mind-stretching amounts of human expert trajectories in every single field and skill that you want the model to eventually be competent in.

It’s hard to overstate how task-specific and bespoke this human expert data is. If you want some intuition, I recommend checking out the job descriptions on Mercor or Surge’s websites. There are listings for Word specialists who will convert legacy documents into polished Word files, and legal experts who will write realistic M&A diligence reports or securities filings, and management consultants who will write up template market research.

And it’s not only that the data have to be so domain-specific, but there has to be so much of it. Each skill corresponds to at least hundreds of human experts who are generating example completions, writing rubrics, and explaining their chain of thought. There’s a reason that the data industry producing these expert labels, and the RL environments in which these meticulously cataloged skills can congeal, is earning billions a year in revenue, soon to be deca-billions.

Now imagine if it took a couple of decades’ worth of courses with hundreds of concurrent professors and millions of practice tasks for you to learn how to polish a Word file. Even the task-count difference here understates the gap, because the models have to grind through their far more numerous tasks, each far harder.

Whereas a human student might practice a textbook problem once or twice, with GRPO, these models are generating hundreds to thousands of rollouts per task, and they need to do this to solve the credit assignment problem. The correct way to think about these models is not like a human who has learned all these different skills that you see the models displaying. It’s more like a Frankenstein’s monster that has been built out of a billion grafts of carefully constructed examples, all sewn together.

Epoch recently reported that open models lag state-of-the-art frontier models by 4 months. I think the reason it is relatively easy for open-source and previous laggards to catch up to within months of the frontier is that data is the real driver of progress. And data can be easily distilled from public APIs, whereas hyperparameters, training tricks, and architectural optimizations cannot.

If the latter were driving most of the progress, then catching up would be far harder than we are observing it to be. It is easy to forget how much data these models are trained on, and how much more it is than what we humans see in our lifetimes. We see these AIs as a galaxy glittering with capabilities. But at their center, invisible to the naked eye, holding all the constellations together, is an unimaginably massive black hole of data.

1. Comparing human vs AI sample efficiency

I just want to make a couple of points of comparison to illustrate just how big the sample-efficiency gap is. Here’s one. If a person sees and hears, on average, let’s say generously, 2,000 words an hour, then between the time they’re born and the time they’re an adult, they’ll see about 200 million tokens.

Now, by contrast, these frontier models are trained on somewhere between tens to hundreds of trillions of tokens. That is close to a millionfold difference. Here’s another point of comparison. If you wanted to, you could learn to teleoperate any random humanoid or robot arm within hours.

And if we could get AIs to learn just as fast, robotics would be a deca-trillion-dollar industry, and you’d have an endless army of Unitree G1s doing all kinds of useful work in the world. But the reason we can’t do this is that our AIs learn much less efficiently than we do, and even with the millions of hours of demonstrations that we’ve collected, this is not enough to allow them to perform complex, open-ended tasks.

And a final point of comparison: a teenager can learn to drive a car with about 20 hours of practice. And even if we include their 16 years of growing up and understanding how the world works and building physical intuition, that is still 3 to 4 orders of magnitude less data than Waymo and Tesla are using to train their self-driving car models.

Now I want to deal with a couple of common responses and objections that people have to these kinds of comparisons. One thing people will say, and I think Karpathy said this when he came on my podcast, is that for humans, many billions of years of evolution had to go into pretraining us. And so we’re being unfair when we’re comparing how little data we see within our lifetimes to what these cold-started LLMs, which are just starting off with a totally random initialization, have to learn from.

I think this is not the right way to think about it. Our genome is only 3 gigabytes, and only 1% to 2% of it is protein-coding. There is simply not enough space to store the parameters of this network that evolution supposedly pretrained.

I think the closer analogy is that evolution found the right hyperparameters and the right loss functions, and that within our lifetime, we are still building up the connectome in our brain from scratch. That is to say, the thing analogous to the weights and parameters of the neural net itself.

And even if you granted this comparison and said, “Yes, the hundreds of trillions of tokens these models see to get pretrained is similar to just catching up to evolution,” that still doesn’t explain why any new marginal capability that you want to give these models takes so much data. Once you have been educated, again, you don’t need 100 different professors to teach you how to learn a new programming language.

But these AIs, even once they’re pretrained, still require enormous amounts of data to learn the next marginal skill, and the next marginal skill after that. Another objection to this kind of comparison is that we’re not including the multimodal data that we’re seeing in our lifetimes.

So if we include all this sensory information that we see from birth to adulthood, that’s probably tens to hundreds of billions of tokens of data. And my response to this objection is simply that blind or deaf people, who are cut off from parts of this sensory stream, still have general intelligence. That suggests to me that all these billions of sensory tokens are not really the thing that is making humans smart.

In fact, deaf people who communicate through sign language and reading, and not through hearing, are probably ingesting far less than the 200 million language tokens that we ballparked earlier, which suggests that even the millionfold difference that we calculated earlier might be an understatement.

Okay, the 3rd common objection people make is that we just haven’t scaled enough. We have these scaling laws. They tell us that bigger models are more sample-efficient. The human brain, we know, is about 100 trillion synapses, and we have frontier models that are currently around 5 trillion parameters.

So maybe we could just achieve human-level sample efficiency if we made these models 1 to 2 orders of magnitude bigger. The reason this objection is off-mark is actually quite interesting. If you look at the way the scaling-law equations work, they tell you that the parameter and data terms are added to the loss independently.

Suppose you have a model, and you’ve trained it compute-optimally, and you say, “I want to be sample-efficient. I want to use as little data as possible, and I’ll throw in as many parameters as necessary to make that happen.” Take the constants from the Chinchilla scaling-law paper.

Even if you increased the number of parameters to infinity, that would only decrease by a factor of 10 the amount of data that you need in order to keep the same loss. Humans are somewhere between thousands to millions of times more sample-efficient than these models. So scaling the size of current models simply can't make up for that discrepancy, and this really does suggest that humans are on a different scaling curve altogether.

2. Does sample efficiency matter?

Okay, all these nerdy comparisons aside, you might ask: Why do we even care about sample efficiency? Is this actually necessary for the labs to achieve the 2 overarching objectives they have, which are, 1, to automate white-collar work, and 2, to automate AI research itself?

The bet that the labs are making with white-collar work is that the common tasks that a software engineer, analyst, or accountant needs to do are common, and as a result, you can bring them into the training distribution quite easily. If you look at the revenue curves of these labs over the last few months, it does suggest that there's an enormous amount of value from bringing these kinds of common tasks into the distribution, even if we can't replicate whatever is making human learning so special.

It might be more inefficient to train AIs to do these kinds of tasks than it is to train humans, but so what? Human lifespan simply does not allow for the quantity and breadth of training that these models experience. If you, as a human, had some weird learning disability where you needed to read through every public repository on GitHub before you could be a competent software engineer, then it simply wouldn't make sense to train you up. You'd be on Social Security by the early stages of your education, and even once you were trained, you would only be able to work on 1 project at a time.

But AIs can learn these skills by firehosing gigawatts of training at a time, and what they learn can be amortized across billions of sessions at once. So we can be ludicrously inefficient in training them up and still be wildly in the green.

And then there's a question of how much out-of-distribution thinking white-collar employees need to do that you simply can't train for in advance. This is more a question about the nature of different jobs than it is a question about AI research, and it also depends on which job you're talking about. Some jobs are so mechanical and predictable that we were able to automate them long before the modern era of AI, for example, bank tellers or travel agents. But there are other jobs that require dealing on a daily basis with problems that are quite distant from the data distribution.

I think software engineering is probably one such job. This is the job that AIs are supposed to take first, but I would be willing to bet that there's overall more demand for human software engineers in 2028 than there is right now, largely due to the complementary input of AI.

The labs' plan for this latter category of jobs is first to automate AI research and then have the automated AI researchers solve the sample-efficiency problem. So then the question is: Can AIs, which do not have human-level sample efficiency, nonetheless solve the remaining research problems that stand in the way of human-like intelligence and learning?

This is a very complicated question, and I'll have to address it in a much longer future blog post. But just to tease it a bit, I think that the way people currently think about an intelligence explosion is very clumsy, because either people dismiss the possibility of AIs speeding up AI progress altogether, or they assume that some kind of god pops out the other end. They don't reason carefully about what it looks like to have a period where AI progress is much faster than usual, but to have that happen on top of LLMs and the particular kind of intelligence that LLMs are.

But I'll save that for next time.

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