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Hard Fork · · 80 分钟

Meta受审 + AI是“普通”技术?+ HatGPT

Kevin RooseCasey NewtonArvind Narayanan

播客
TL;DR
  • Meta面临一项关乎生死存亡的救济措施——被强制剥离 Instagram 和 WhatsApp,但FTC的案件依赖于一项可能已被TikTok淘汰的市场界定。 Casey Newton认为Meta曾激进打压竞争对手,却怀疑它如今仍垄断着“个人社交网络”;Kevin Roose更尖锐的表述是:Meta“曾经拥有垄断地位,但没能维持住这项垄断”。

  • 审判中的内部文件强化了这样一种观点:即使这些文件无法证明FTC的法律理论,Instagram也完全可以独立生存。 Mark Zuckerberg曾因Instagram带来“战略税”、蚕食Facebook、且独立运营可能更有价值,而考虑在2018年将其分拆;据报道,Instagram如今贡献了Meta约一半收入,这意味着Instagram可以承受分拆,而Meta将遭受毁灭性打击。

  • Zuckerberg对政治势力的示好没能让审判消失,但反垄断压力或许已经帮助消费应用市场变得更具竞争性。 据报道,在Meta通过就职典礼捐款和诉讼和解向 Donald Trump 转移至少2600万美元之后,Zuckerberg提出支付4.5亿美元,而FTC要求的是300亿美元。Telegram、Substack,甚至Clubhouse随后获得了成长所需的“氧气”,因为被头部平台收购已不再是可行选项。

  • Arvind Narayanan认为,头部采用数据把试验误当成了具有经济意义的扩散。 ChatGPT可能已有约5亿用户,生成式AI可能覆盖40%的美国成年人,但按使用强度衡量,每周工作时间仅约1小时,转化为“不到一个百分点的一小部分生产率提升”——他说,这并不比40年前PC的普及更快。

  • 能力快速提升并不会自动赋予AI系统权力,因为权力还取决于企业和政府如何部署它们。 Narayanan承认AI可能加速AI研究,但认为一旦失败可以追责,无人监督的部署往往不再具备商业合理性;因此,安全需要在模型开发者和部署者之间建立监管与“纵深防御”,不能寄希望于市场自我纠偏。

  • Narayanan提出的安全底线比对齐更严格:在对齐重要到关乎存亡之前,社会就不应把会产生重大后果的自主权交给系统。 “如果你已经走到对齐变得极其重要的阶段,那你已经输了。”他建议采取禁止AI拥有财富等具体限制,同时承认军事竞争可能成为其“普通技术”框架的“阿喀琉斯之踵”。

  • 他的预测是:到2027年进展仍较为渐进,但未来10到20年可能发生革命性变化。 到2027年,人们每周使用AI工作的时间可能只会从约3小时增加到5小时;更长期看,认知工作的定义将转向指定任务、监督系统和监测失败。“普通技术”并不等于无害:Narayanan将可能出现的转型比作工业革命——它最终提高了生活水平,却在早期带来了剥削与社会动荡。

摘要 · 为研究而整理的核心内容

1. Meta面临关乎生死存亡的救济措施,但市场界定狭窄

  • FTC要求联邦法院撤销 Facebook 在2012年收购 Instagram 的交易,以及2年后对 WhatsApp 的收购。Casey认为这一结果不太可能出现,但后果将关乎Meta生死:失去Instagram和WhatsApp后,Meta会变成“一家完全不同的公司”。

  • FTC于2020年12月提交的原始诉状称,Facebook通过收购新兴竞争对手非法维持垄断。法官以证据过少为由驳回;Joe Biden上台、Lina Khan接任FTC负责人后,FTC重新提起诉讼,并补充了更多支持其市场界定的统计数据。

  • 一切都取决于“个人社交网络”这一市场界定,即主要用于帮助人们与亲友保持联系的应用。FTC只将 Facebook、Instagram、WhatsApp、Snapchat,以及鲜为人知的 Facebook 替代品 MeWe 纳入这一边界。

  • Casey的初步判断很直白:过去10年里,Meta的行为“极其反竞争”,但政府很难证明它目前仍拥有垄断地位。Meta的抗辩是,这个市场实际上是“虚构的”,是为诉讼而创造出来的,而不是从人们如今使用社交产品的方式中推导出来的。

2. TikTok让FTC所指的历史性垄断显得过时

  • Casey认为,从2016年左右到2021年,Meta确实可能主导了传统社交网络:Snapchat和Twitter已不再构成重大威胁,而 YouTube 走的是另一种使用场景。问题在于,2025年再去追究这种历史状态时,TikTok已经改变了整个品类。

  • TikTok的突破在于绕开亲友关系图谱:“我们就把网络上能找到的最酷内容展示给你。”个性化推荐让用户无需关注任何人就能开始消费内容,迫使Meta和其他所有平台追赶这一模式。

  • Kevin的框架抓住了法律张力:Meta“曾经拥有垄断地位,但没能维持住这项垄断”。TikTok甚至通过在 Facebook 自有平台投放广告完成了挑战的冷启动;而Zuckerberg作证称,Meta起初没有看出威胁,是因为TikTok看起来不像它熟悉的社交网络竞争对手。

  • 此后,各类应用逐渐趋同:TikTok如今鼓励用户添加好友和交换消息,Facebook则把创作者、名人及其他用户从未主动关注的人推荐到信息流中。这种演变让FTC的边界更难自圆其说,也说明一宗针对2016年问题的案件,最终可能在市场已经转向之后才到达审判阶段。

3. Zuckerberg自己的文件让分拆的经济逻辑不再荒谬

  • 一份新披露的2018年讨论显示,Zuckerberg曾考虑将 Instagram 分拆出去,部分原因是监管机构最终可能要求这么做,另一部分原因则是持续持有它会产生“战略税”。他的判断是,脱离大型母公司的业务有时会因获得独立而变得更有价值。

  • 在 Kevin Systrom 和 Mike Krieger 的领导下,Instagram一直保持着异常高的自治性,但它的增长让Zuckerberg感到不安。随着Facebook变得更加老成、更加“老古板”,Instagram看起来“更年轻、更潮、更性感”;这促使Zuckerberg考虑取消用户将照片交叉发布到Facebook时显眼的 Instagram 标识。

  • FTC如今可以据此主张,连Zuckerberg本人都认为分拆足够合理。Casey引用的报道显示,Instagram贡献了Meta约一半的收入——这既证明Instagram能够“独立生存并蓬勃发展”,也说明失去它将对Meta造成极其严重的打击。

  • 2022年,Zuckerberg又提出了更激进的重置方案:删除所有 Facebook 好友关系,让用户围绕可能只剩下约20个真正关心的人重新建立关系图谱。Facebook负责人 Tom Alison 谨慎质疑这是否“可行,考虑到我对好友场景重要性的理解”;不过,两位主持人都觉得这个破坏性提议听起来颇有吸引力。

4. 政治示好失败,但反垄断已经改变应用市场

  • 据报道,Zuckerberg在开庭前不久提出以4.5亿美元和解,远低于FTC要求的300亿美元。Casey认为,这几乎是在“对FTC竖中指”——它释放出的信号是,Zuckerberg认为政府的案件很弱,并期待 Trump 政府给予有利待遇。

  • Meta向 Trump 转移了至少2600万美元:100万美元用于就职典礼,2500万美元用于和解 Trump 在1月6日后被停用账号引发的诉讼。Trump和 JD Vance 也开始批评欧洲对美国科技公司的处罚,这似乎进一步让Zuckerberg相信案件可能会消失。

  • 但这一策略遭遇了内部阻力。据相关报道,FTC主席 Andrew Ferguson 和司法部反垄断负责人 Gil Slater 都敦促 Trump 让案件继续推进。Kevin认为FTC的理论很弱,但仍欢迎Meta“接受审判”,而不是允许公司花钱买一条逃生通道。

  • 无论判决如何,Casey认为更广泛的结果已经产生影响:无法自由收购新兴服务,帮助 Telegram、Substack 和 Clubhouse 等公司获得了“市场中的氧气”。在2016年的世界里,Casey认为 Facebook 会尝试收购它们。那些获得数十亿美元风险投资支持的独立公司,仍要面对投资者最终如何退出变现这一更难的问题。

5. 使用量数据夸大了AI的实际渗透深度

  • Kevin用看似极快的采用速度向Narayanan发难:ChatGPT诞生还不到3年,据报道已有约5亿用户,生成式AI覆盖约40%的美国成年人。单看用户数量,AI似乎比此前的通用技术扩散得快得多。

  • Narayanan那个“听起来很疯狂的判断”是:采用速度其实并没有加快。40%的数据把高度依赖AI的员工与每周写一首打油诗的人等量齐观;一旦衡量使用强度,使用量约为每周工作时间1小时,对生产率的贡献只有“一个百分点的一小部分”。

  • 据此,他认为这种采用速度并不比40年前PC的普及更快。瓶颈不在于实验室能否展示某种能力,而在于组织能否重构工作流、明确责任、从失败中学习,并充分信任系统,将其纳入具有重大后果的工作。

6. 能力提升不等于模型获得权力

  • Narayanan接受 Daniel Kokotajlo 在 AI 2027 中提出的前提:AI能力正在快速提升,AI也可能进一步加速AI研究。他的分歧始于措辞:“高能力”和“高权力”不是同义词。

  • 能力属于模型,权力则共同取决于模型及其部署环境。由于人类可以设计这一环境,即使实验室把系统在编码、规划或其他边界明确的任务上做得大幅更强,社会仍可以拒绝赋予系统更多控制权和自主权。

  • 汽车行业的历史提供了他的激励模型。最初,制造商把事故完全归咎于司机;当安全问题开始由制造商承担责任后,糟糕的工程设计就会带来声誉后果,监管也变得更可行。明确责任同样可能让AI安全成为供应商之间竞争的维度,而不是阻碍增长的可选刹车。

  • Kevin以 Waymo 的安全记录、Cruise 的高调事故及其随后退出旧金山的决定为例,并提到有报道称 OpenAI 给测试人员的时间和资源更少。Narayanan回答:“我没有把握”:市场不会自行纠偏。监管、新闻报道,以及开发者与部署者之间的共同责任,必须提供“纵深防御”。

7. 如果自主权已经失控,对齐就来得太晚

  • 传统的对齐推理是从能力提升推导到权力增加,再追问如何让控制经济或基础设施的系统忠于人类价值。Narayanan拒绝这种顺序:“如果你已经走到对齐变得极其重要的阶段,那你已经输了。”

  • 一旦系统掌握超强大的制度性权力,再去调整其技术对齐,在他看来“纯属徒劳”。真正有效的刹车点更早,位于性能提升与组织决定不再需要人类监督之间。

  • Narayanan预计,正如Kevin预测的那样,实验室可能在未来2年内宣布实现AGI,但他怀疑实验室自行选择的定义能否描述一种覆盖真实人类工作的“即插即用替代品”。这需要在混乱环境中经历更长的反馈回路,也需要从领域专家那里了解工作的真实内容,而不是停留在对工作的狭窄理解上。

  • 即使广泛替代劳动者在技术上成为可能,无人监督的部署仍会是糟糕的商业和政策选择。一个刻意保持简单的干预措施是禁止AI系统拥有财富:这会关闭一条让它们积累权力的路径,并迫使人类在具有重大后果的决策节点保留控制权。

8. “普通”AI仍可能重构工作并扰乱社会

  • Narayanan强调,“普通”不代表微不足道或安全:在他的框架中,电力和互联网也属于普通技术。讨论指出,偏见、歧视、失业、不平等、权力集中、民主倒退和监控等风险都可能存在,即便不接受近期超智能叙事。

  • 他担心的不只是灾难风险讨论会分散对现实伤害的注意力;他已经不再正式提出这一论点。更尖锐的说法是,针对超智能提出的补救方案可能恶化其他危险,最明显的例子是:对AI的恐惧被用来为一个全球威权政府辩护。

  • 工业革命是他的警示。它最终提高了生活水平,但最初几十年里,工人被迫住进拥挤的工人住宅,面对糟糕的安全条件和广泛的童工现象;这些恐怖经历最终推动了现代劳工运动的形成。持续数十年的AI扩散,也可能在收益到来之前带来同样严重的调整阵痛。

  • 对2027年,Narayanan预计世界在本质上仍会与今天相似——例如,人们每周使用AI的时间可能从3小时增加到5小时。10年或20年后,认知工作可能发生根本变化:人类将越来越多地指定任务、监督AI执行,并监测系统确保其“没有失控”。

9. 真正决定地缘优势的是扩散,而不是模型领先几个月

  • Casey质疑论文关于AI未必引发军备竞赛的判断,指出军事竞争通常会催生军备竞赛。Narayanan坦率地称军事AI可能是“整个框架的阿喀琉斯之踵”:他目前并不认为这场竞赛很可能发生,但也表示团队缺乏足够把握,正在继续研究。

  • 在战争之外,他也质疑将法院或其他国家决策自动化的比喻性竞赛。刑事司法并不是AI可以简单实现超人水平表现的领域;而通过取消法官获得的任何效率优势,都会带来国内民众切身感受到的公民自由后果,可能遭到抵制。

  • Narayanan借用政治学家 Geoffrey Ding 的观点称,地缘政治力量更多来自技术向经济、政府和生产部门的扩散,而不是发明本身。创新很容易跨越国界,而美国的AI领先优势可能“充其量只有几个月”;真正需要数十年的步骤是扩散。

  • Kevin和Casey提到了出口管制、美中言论、放宽模型限制,以及一场看起来像贸易展会的巴黎AI峰会。Narayanan的区分更为狭窄:模型开发领域显然存在竞赛,但还没有出现一场同等意义上的竞赛,去让AI接管具有重大后果的系统。

10. AI风险取决于摩擦,而公共讨论奖励极端观点

  • 在Narayanan的思想实验中,开发者发布没有任何安全防护的模型。Kevin提出经典危险场景:恶意行为者利用模型制造新型病原体或生物武器。Narayanan回应称,开放权重模型已经存在可移除的安全防护,而且许多相关信息早于AI出现;否则,“我们早就死了”。

  • Casey认为这“有点轻率”,并将其与合成色情图像相提并论:操纵此前就存在,但即时生成大幅增加了滥用。Narayanan同意深度伪造构成威胁,但区分了两类风险——降低摩擦会赋能使用“脱衣”应用的冲动型青少年,而一个意志坚定的生物恐怖分子不会因为多点3下就被阻止。

  • 针对“脱衣”滥用,Narayanan希望采取直接干预:将这些工具从应用商店下架,并阻止社交平台从相关广告中获利。他称政策制定者反应迟缓“令人羞耻”,并将这类滥用列为他真正最担心的AI风险。

  • Narayanan也拒绝被框进乌托邦、反乌托邦或“没什么可看的”这几种立场。怀疑性的帖子获得的互动量是能力更新帖的10倍或100倍,形成了受众捕获;与此同时,企业夸大的宣传会让失望的用户转向彻底不信任。解决办法在于,让开发者与真正了解工作内容的人相互理解。

11. HatGPT在所有地方都找到了AI,包括没有AI的地方

  • 被黑客入侵的湾区人行横道信号灯冒充 Zuckerberg 和 Musk;假 Zuckerberg 说道:“当我们强行把AI塞进你有意识体验的每个层面时,感到不适甚至被侵犯是很正常的。”Kevin提议通过在公共基础设施上投放赞助商过街提示来变现,Casey立刻认为这是他听过的最糟糕的主意之一。

  • Andrew Cuomo 的29页住房计划中出现了奇怪段落,其中一个链接的UTM代码显示 ChatGPT 是引荐来源。顾问 Paul Francis 在失去左臂后通过口述完成工作,他承认使用 ChatGPT 做研究,但否认用它写作;竞选团队给出的循环论证式辩护是:“如果是 ChatGPT 写的,就不会出现这些错误。”

  • Google 与 Georgia Tech 及 Wild Dolphin Project 共同开发的 DolphinGemma,能够学习海豚发声的结构,并生成类似海豚的序列。Casey质疑这涉及跨物种隐私和可证伪性;机构喜剧奖则颁给了教育部长 Linda McMahon——她反复把AI称作“A.1.”,促使Kevin下结论:“我们彻底完了。”

  • 日本用6小时组装出一座刚刚超过100平方英尺的火车站,所用组件在场外打印,历时7天;它替代的是一座服务当地社区75年以上的木制车站。Blue Origin 的短暂全女性飞行被Casey和 Amanda Hess 视为一场宣传活动:Hess写道,这证明有几位女性积累了足够的社会资本,“能和 Lauren Sanchez 做朋友”。

Kevin Roose

Well, Casey, I'm having a little mystery this week.

Casey Newton

We love a mystery on the show.

Kevin Roose

I was traveling last week, and I was at the Newark, New Jersey, airport.

Casey Newton

Mm-hmm.

Kevin Roose

I realized as I was leaving the airport that I had left my Apple Watch at the airport.

Casey Newton

So at some point, you just looked down at your wrist and the Apple Watch was gone.

Kevin Roose

Yes.

Casey Newton

Okay.

Kevin Roose

Then, of course, I went to the Find My app to try to locate my Apple Watch.

Casey Newton

Mm-hmm.

Kevin Roose

And it had moved.

Casey Newton

Oh.

Kevin Roose

In the span of about an hour, it went from the Newark airport to a vape shop in Kearny, New Jersey.

Casey Newton

That's not good.

Kevin Roose

No.

Casey Newton

That means it probably was not accidental that this thing just disappeared off your wrist.

Kevin Roose

Yeah, maybe not.

Casey Newton

Yeah.

Kevin Roose

And I put it into Lost Mode, too.

Casey Newton

Ooh.

Kevin Roose

Have you ever done Lost Mode?

Casey Newton

Once or twice.

Kevin Roose

You live your life in Lost Mode.

Casey Newton

I've—

Kevin Roose

Yes. Your life is one big Lost Mode.

Casey Newton

Mm-hmm.

Kevin Roose

This is a thing that you can do where, if someone picks up your Apple Watch, it'll say, “Here's my phone number. Please call me.”

Casey Newton

Yeah.

Kevin Roose

So the thief, whoever it is, has my number on the watch.

Casey Newton

Have you thought about just changing the message to something really mean? Just be like, “Nice vapes you have there. What are you, 13?” “Cool vapes, bro.”

Kevin Roose

Yeah. Now give me back my watch.

Casey Newton

Say, “I'm watching you vape.” That's what I would change it to.

Kevin Roose

I'm Kevin Roose, a tech columnist at The New York Times.

Casey Newton

I'm Casey Newton from Platformer.

Kevin Roose

And this is Hard Fork.

Casey Newton

This week, Meta goes to trial in an antitrust case. Here's what we've learned from the testimony so far. Then AI snake oil author, Arvind Narayanan, joins us to make his case that AI has been massively over-hyped. And finally, it's time for another round of HatGBT.

Kevin Roose

Casey, we have a very exciting announcement to start the show this week.

Casey Newton

Yes, we do, Kevin. Tell the people.

Kevin Roose

We are doing a live show. Hard Fork Live is coming to San Francisco on Tuesday, June 24th.

Casey Newton

Kevin, since almost the start of doing this podcast, we have been clamoring to get out there, to get listeners in a room with us and do what we do live, but maybe with some fun twists and turns, and we are finally ready to share that with the world.

Kevin Roose

Yes, this is going to be a very fun night at SFJAZZ. Uh, we have all kinds of surprises in store, including some very special guests. So come on out and hang out with us, spend the night with us.

Casey Newton

Yes, and here's what, here's what, what I will say. If you wanna have your bachelorette party at Hard Fork Live, we'll take pictures with you. Think about it. Now, listen, I know, I know that you're already sold, so how do you get tickets? Well, it's simple, gang. Go to nytimes.com/events/hardforklive, and you can find the tickets right there, or you can just click the link in the show notes.

Kevin Roose

Yes.

Casey Newton

There will be Hard Fork merch at Hard Fork Live.

Kevin Roose

There may be dancing. There may be pyrotechnics.

Casey Newton

Here's the point. If you don't go, you're not gonna know what happened.

Kevin Roose

Exactly.

Casey Newton

And I think you are gonna wanna know.

Kevin Roose

Yeah. It's gonna be great.

Casey Newton

June 24th, SFJAZZ. Tickets just went on sale. Snap them up 'cause they're not gonna last forever.

Kevin Roose

Yes. Buy your tickets today, nytimes.com/events/hardforklive.

Casey Newton

Now, that's enough of that, Kevin. Let's get to the news.

1. Meta Finally Goes On Trial

Kevin Roose

Yeah, so the big story this week that we want to start with is that Meta is finally going on trial. This is an antitrust case that was brought by the Federal Trade Commission years ago, and this week it started the actual trial in the U.S. District Court in Washington, D.C. This is a big case. It is one of the largest antitrust cases brought over the last decade against a major tech company, and it has potentially big consequences. One of the remedies that the government is trying to push for here is that Meta would be forced to divest Instagram and WhatsApp, basically undoing those acquisitions that Facebook made many years ago.

Casey Newton

Yeah, and while that might not be a super likely outcome here, Kevin, I do think it speaks to the existential stakes of this trial for Meta. They absolutely have to win; otherwise, it will look like a completely different company.

Kevin Roose

Yes. So it's a little too soon to try to handicap how the case is going. It's only been a couple of days. Mark Zuckerberg and other Meta executives are still testifying. Basically, we've just gotten through opening statements and a little bit of testimony. But, Casey, can we just review the history of this case and how we got to this point?

2. FTC Builds Its Monopoly Case

Casey Newton

Yeah, so this is a case that was filed all the way back in December 2020, during the first Trump administration. The charge was that Meta had acted anticompetitively in building a monopoly in this space that the FTC calls personal social networking, and that one of the ways it had illegally maintained that monopoly was by snapping up all its competitors and preventing them from growing into big independent companies. Most famously, of course, with Instagram, which it bought in 2012, and WhatsApp, which it bought two years later. So that was the original charge, and the judge threw it out.

Kevin Roose

Hmm. And what's the reason for throwing it out?

Casey Newton

Well, the FTC had alleged that Facebook had a monopoly in this market. But when the judge read the complaint, he was like, “You kind of didn't really offer much evidence for that.” There was a stray statistic here or there, but he felt like the FTC had been lazy in bringing the case. So he said, “I'm throwing this out. If you want to refile it, you can, but I'm not letting this thing go forward until then.”

Kevin Roose

And then they refiled it.

Casey Newton

They did, after President Biden took office and the FTC got some new leadership. Lina Khan became the new head of the agency, and the administration decided to continue the case. They went through and added a bunch of new statistics, facts, and figures, trying to illustrate the idea that there really is something called a personal social networking market, and that Facebook, which would soon change its name to Meta, had a monopoly over it.

Kevin Roose

Right. So this is clearly a case that spans some kind of partisan gap. But can you just remind us of the basic crux of the argument here? What is the government's case that Meta has built and maintained an illegal monopoly by acquiring Instagram and WhatsApp?

Casey Newton

Well, the crux of the case is that, according to the government, there is a market for something called personal social networking, which consists of apps that are primarily intended to help you keep up with friends and family. And besides Facebook, there are only 4 other apps in this market, Kevin.

Kevin Roose

What are those apps?

Casey Newton

Those apps are Instagram, WhatsApp, Snapchat, and MeWe.

Kevin Roose

What is MeWe?

Casey Newton

MeWe is an app that most people have absolutely never heard of. It is basically a little Facebook alternative. It is not particularly popular. MeWe might say that Meta has been acting anticompetitively and prevented it from growing, and I suspect Meta would say that MeWe has not been growing because it is just not that great of an app.

Kevin Roose

Yeah, it's—

Casey Newton

Yeah.

Kevin Roose

It's peewee.

Casey Newton

It's a bit of a peewee app, MeWe.

Kevin Roose

Yeah.

Casey Newton

Mm-hmm.

Kevin Roose

So I understand why market definitions are important in cases like these, essentially because, as I understand it, in order to argue that someone has a monopoly over a market, you first have to define what the market is. If you're the FTC and you're trying to make the case that Meta has an illegal monopoly, it can't just be everything, every internet service, because clearly they would not have a monopoly over that. But in this one specific area, which we are defining as personal social networking, you really don't have much competition.

Casey Newton

Yes. That is the argument that they are making, and frankly, Kevin, I just don't think it's that strong of an argument. As the first couple of days of this trial have unfolded, it has been interesting to see the government trying to sketch out that case but, in my opinion, struggling to do so.

Kevin Roose

Well, let's get into the analysis in a little bit, but first, let's just talk about what has been happening with the trial so far. My colleagues at The Times, Cecilia Kang, Mike Isaac, and David McCabe, have been covering this, including actually going to the trial. It seems like so far, both sides are just laying out their opening arguments. The FTC is trying to make the case that this is an illegal monopoly. They have all these emails and communications from various Meta executives going back many years, talking about the competitors that they are trying to neutralize by either acquiring them or copying their features, and trying to use that to make the case that this is a company that has had a very clear anticompetitive strategy for many years.

What has Meta been saying in its defense?

3. TikTok Breaks The Monopoly

Casey Newton

Meta has been saying essentially that the market that the government is suggesting they have a monopoly over is fake and has been invented solely for the purposes of this trial. On the stand, Mark Zuckerberg has been explaining how Meta's family of products has evolved to include new features as the market has evolved. And really, Kevin, this is just a story about TikTok, and it speaks to why the fact that the federal government is generally so slow to bring antitrust actions winds up hurting it in a case like this.

Because the thing is, I would argue that from roughly 2016 to 2021 or so, Meta does kind of have a monopoly over what we think of as social networks, right? Snapchat gets neutralized. Twitter gets neutralized. YouTube is kind of playing a different game. When it comes to sending messages to friends, Meta really does kind of have the market locked up, but then along comes TikTok, this app out of China that has a completely different view of what a social network could be.

And the most important thing they decide is, “We don't actually care who your friends and family are. We're just gonna show you the coolest stuff we can find on our network. We're gonna personalize it to you, and you can enjoy it, and you don't even have to follow anything if you don't want to. We're just gonna show it.” And this winds up transforming the industry, and Meta and everyone else has been chasing it ever since. And so if you're the federal government, this is a problem because you're trying to solve an essentially 2016-era problem in 2025, when the world looks very different.

Kevin Roose

Yeah. The way I sometimes think about it is that Meta had a monopoly, but it failed to maintain the monopoly. And the way that it failed to maintain the monopoly was that it didn't buy TikTok when it was a much smaller but fast-growing and popular app. And actually, it's stranger than that because a big way that TikTok grew was by buying a bunch of ads on Facebook and Facebook apps.

Casey Newton

Mm-hmm.

Kevin Roose

They essentially used Facebook to bootstrap a new social network that ended up becoming one of Facebook's biggest competitors. So I think, if you take the long view here, it's not that Meta has this long-standing monopoly that it still maintains today. It's that they had one, and they let it slip away by failing to recognize the threat that TikTok posed.

Casey Newton

And Zuckerberg has talked about this a bit on the stand this week, and what he's essentially said is, “Look, TikTok just looked very different from what we were used to competing against because it was not really about your friends and family. And so we did miss it for that reason.” But if you fast-forward to 2025 and you open up TikTok, what is TikTok trying to get you to do? Add all of your friends, send them messages, right? All of these apps eventually wind up turning into versions of each other, but again, it's creating this problem for the government because how do you successfully make the argument that Meta still has maintained this monopoly? Or are you somehow able to convince a judge that Meta should be penalized for maintaining the monopoly that it had back when it did?

4. Zuckerberg Reconsiders Instagram

Kevin Roose

Yeah. I wanted to ask you about one thing that has come up so far in the trial. Every time there's a big antitrust lawsuit between a tech company and the government, we get all these emails and these internal deliberations between executives, talking about various strategy things. And I always find that to be the most interesting and revelatory piece of any of these trials—

Casey Newton

Absolutely.

Kevin Roose

—is how these people talk to each other, what kinds of things they're worried about, how they're planning years in the future. And one of the things that came up in this trial already is that Mark Zuckerberg, at one point, argued that they might actually want to split Instagram off into a separate company. This was back in 2018. He considered spinning off Instagram from the core Facebook app, basically reasoning, “The government might try to force us to do this anyway,” but also, he worried about something called the strategy tax of continuing to own Instagram. Can you explain what he meant by that?

Casey Newton

Yeah, so this was really fascinating to me as well. In 2018, Instagram was really bedeviling Mark Zuckerberg. Instagram had been bought 6 years prior. It was still run by its founders, Kevin Systrom and Mike Krieger, and it had been afforded a level of independence that was really unusual for most acquisitions at big tech companies. But Zuckerberg starts looking at the numbers, and he just becomes convinced that Instagram's growth and its cultural relevance are coming at the expense of Facebook, that Instagram seems younger, hipper, sexier. Facebook is starting to feel older and more fuddy-duddy.

So he starts figuring out ways to do things like this: If you share your Instagram photo to Facebook, we're gonna get rid of the little thing that says “Shared from Instagram” on it, right? Some of this has been reported before. Sarah Frier wrote a great book about this called No Filter, but this was truly new. We did not know until this week that in 2018, Zuckerberg almost just pulled the rip cord and said, “Let's get rid of this thing.”

Kevin Roose

Yeah, and his argument was interesting. It wasn't just that he thought Instagram was sort of cannibalizing Facebook's popularity. It's that he appeared to think that it would be more valuable as an independent company. He talks in these exchanges about how sometimes the companies that are spun off of big giants tend to be more valuable after the spin-offs and how spinning off Instagram might actually enable it to become more valuable.

So the government is obviously trying to use this to say, “Look, this is such a good idea, breaking up Instagram and Facebook, that even Mark Zuckerberg thought it was a good idea back in 2018.” Now, I assume he would say something different today.

Casey Newton

Yeah, and this gets at another antitrust argument that has been made over the past decade or so that has less grounding in legal precedent but is still favored by some, including Lina Khan. And the basic idea is just that there is such a thing as a company that is too big, and one role that antitrust law can play is by taking things that are very big and making them a little bit smaller. And a main reason to do that is exactly what you just said: The pieces that you break up will be more valuable in the long run than if you clump everything together.

And by the way, I think you can make a good argument that Instagram would be one of those things. We have seen reporting that Instagram now makes up around half of Meta's overall revenue. So first of all, you can imagine how devastating it would be to Meta if they just lost that in one fell swoop. But on the other hand, it does absolutely show that this network could survive and thrive on its own, right?

Kevin Roose

Totally.

Casey Newton

And it'll be interesting to see if the government makes that case.

5. Facebook Resets The Friend Graph

Kevin Roose

So one other historical tidbit that has come out so far in this trial that I thought was fascinating and wanted to talk about with you was this exchange between Mark Zuckerberg and some other Facebook executives back in 2022, where Mark Zuckerberg pitched the idea of deleting everyone's Facebook friends and basically having everyone start over with a fresh graph, a fresh slate of Facebook friends. What was this idea? Did it ever get close to fruition? And why is it coming up in the context of the antitrust trial?

Casey Newton

So this was an idea that was floated in 2022, according to some reporting that Alex Heath did for The Verge, and the idea was that people weren't using Facebook as much as they used to, I would imagine particularly in the United States. And so Mark Zuckerberg floats the idea: “Why don't we just delete everyone's friends list and make them start over?”

Kevin Roose

And the idea was that this would make it feel—

Casey Newton

—cooler and more interesting if you weren't just hearing from a bunch of people you added 12 years ago and never talk to again?

Well, that's the thing: I think one reason why Facebook started to feel stale was that you had built this network of people that was just sort of everyone you'd ever made eye contact with.

Kevin Roose

Yeah.

Casey Newton

And so it was a pretty boring thing to browse, because you didn't actually care about a lot of the people you were seeing there. So what if you just had to start over and say, “Actually, I only care about these 20 people”?

Kevin Roose

Yeah, I actually think this is a great idea.

Casey Newton

Me too.

Kevin Roose

But why didn't it happen?

Casey Newton

Well, there's a moment in a Business Insider story about this where the head of Facebook, Tom Alison, apparently replied that he wasn't sure the idea was, quote, “viable, given my understanding of how vital the friend use case is,” which—this is a man who is trying to say, as delicately as possible to his boss, one of the world's richest men, “You are out of your fricking mind.”

Tom Alison is essentially saying, “My understanding of Facebook is that it's important that your friends list exists—because that's actually the entire point of Facebook. But obviously you're the boss, but I just kind of want to point that out.”

Kevin Roose

Yes.

Casey Newton

And so the idea doesn't get—

Kevin Roose

It—

Casey Newton

—followed up on.

Kevin Roose

It reminds me of those passages in books about Elon Musk, where he just goes into the Tesla factory and he's like, “What if it went underwater like a submarine?” And all the engineers have to be like, “Sir, that's not possible—”

Given the laws of physics.

Casey Newton

Exactly. This is sort of like those famous stories where, if you were an Amazon employee, you opened up your email and there was some terrible story from a customer, and it had been forwarded to you by Jeff Bezos with just a single question mark. All of a sudden, that’s all you do for the next month: figure this out. So this is one of those stories. But what’s so funny, Kevin, is that while, on the one hand, we can agree this would probably be destructive to Facebook’s business, it does seem like a great idea that they should absolutely do.

Kevin Roose

Totally.

Casey Newton

Yeah.

Kevin Roose

All right. So that is some of the spicy stuff that has come up at the trial so far. What are you going to be looking for as this trial goes forward to figure out how it’s going to go?

Casey Newton

Well, number one, your colleague Mike Isaac reported this week that in one of the emails, the former chief operating officer of Facebook, Sheryl Sandberg, asked Mark Zuckerberg how to play Settlers of Catan. I need to know if she ever learned how and if she got any good at it.

That’s thing one. Thing two, though, Kevin, is: Can the government actually make its case? Look, I never like to be on the side of sounding like I’m carrying water for a trillion-dollar corporation, but I also believe in governments making good, solid arguments based on the facts. Again, while I think there was a great case that Meta acted super anticompetitively over the past decade—that’s just a settled fact as far as I’m concerned—I think it’s a lot harder to say they have a monopoly in a world where everyone is chasing after TikTok at a million miles an hour, right?

So can the government somehow convince us that, no, no, no, TikTok is a very different thing, and that, were it not for Meta’s continued anticompetitive behavior, MiWe would have a billion users? Then, well, I don’t know how the government is going to be able to prove its case.

Kevin Roose

Yeah. One thing that I’m looking at is the political dimension here, because we know that Mark Zuckerberg has spent the last several months furiously sucking up to Donald Trump and people in the Trump administration, trying to cast himself as a great ally and friend to the administration. And we also now know that part of the reason he was doing that was to try to make this antitrust case go away.

In fact, late last month, according to some reporting that came out recently, Mark Zuckerberg actually called the FTC and offered to settle this case for $450 million, which was a small fraction of the $30 billion the FTC was asking for. According to this report, he sounded confident that the Trump administration would sort of back him up, and that was one reason he was willing to make this lowball offer.

Casey Newton

Yeah. This is as close as you could have come, if you’re Mark Zuckerberg, to just giving the FTC the finger, right? $450 million in the context of this trial is nothing, and he knew it was nothing. This was, I believe, him signaling to them, “Your case sucks, and I’m about to win.”

Kevin Roose

Yeah. And there’s some really interesting backroom politics happening here that I don’t pretend to know the ins and outs of, but maybe you know more about them. Essentially, my impression from the outside is that all of this flattery and kissing up to the Trump administration was actually seeming to work.

Casey Newton

Yes.

Kevin Roose

The administration’s posture toward Meta was softening somewhat. And then, when some sort of hardcore MAGA folks got wind of this, they stepped in and, according to some reports at least, had some conversations with the president that resulted in him stiffening his spine a bit toward Meta. So explain what’s going on here.

Casey Newton

Sure. Well, there was a report in Semafor by Ben Smith, a former Hard Fork guest, that Andrew Ferguson, who is now the chair of the FTC, and Gil Slater, who is an assistant attorney general in charge of antitrust enforcement at the Justice Department, went to meet with the president to try to say, “Hey, you have to please let this case go forward.” And they were apparently successful in that.

Prior to that, though, Kevin, as you note, Meta had transferred $26 million to the president, at least. Right? $1 million for the inauguration, $25 million to settle a lawsuit over the fact that they suspended him after January 6. And that seemed to be working. The president and JD Vance started to criticize all of the European fines and fees that were being levied against Facebook for various infractions.

It was really starting to become kind of a plank of his trade war: “Hey, we’re not going to let you fine our companies anymore,” no matter what they did, right? So all of this was music to Mark Zuckerberg’s ears, and I suspect one reason why he might have thought, “You know, I bet I can get this antitrust case thrown out.”

Kevin Roose

Yeah. And it turns out he couldn’t, and now he’s on trial, and he’s having to testify and go through all this evidence. My feeling on this is that I think the FTC’s case is somewhat weak here for all the reasons that you laid out, but I think that it’s good that Meta has to have its day in court, that it can’t just buy its way out of this antitrust action, and that it will actually have to prove that it did not have an illegal monopoly, or at least cast some reasonable doubt on that.

Casey Newton

Absolutely. And I think that no matter what happens in this case, Kevin, it has actually had a really positive outcome for the market for consumer apps in general.

Kevin Roose

What do you mean?

Casey Newton

If you look at the past 5 years or so, look at some of the apps that have come to prominence since then. Look at Telegram, look at Substack, look at Clubhouse, even back during the heyday of that app. In the world of 2016, I’m very confident that Facebook would have been trying to buy all of those apps, right? But they couldn’t anymore. They just knew that all of those would be a nonstarter.

And so what has happened? We have started to see other apps flourish. There actually is oxygen in the market now. Companies can come in and compete and know that they’re not about to immediately get swept off the chessboard via a huge offer from a Meta or a Google or one of the other giants.

Now, this has some problems for those companies, right? If you raise billions of dollars in venture capital, eventually those investors want to see a return. But if you’re just a consumer who wants to see competition in the market and not every app you use on your phone owned by 1 or 4 companies, you’ve actually had a pretty good go of it over the past few years.

Kevin Roose

Yeah, I think that’s a good point. Aside from the merits or lack of merits of this particular case, what it makes me realize is that bringing antitrust enforcement against the big tech companies is just so challenging because the underlying marketplace and ecosystem change so rapidly. So the facts from 2016 or 2017 might not actually hold up by the time your antitrust case gets to trial years later. Things may just look very different.

As you’ve laid out, I think this is a big problem for the FTC here. The market for social networks, or even what Meta is, is very different now than it was even a couple of years ago. So do you think this has any implications for tech regulation writ large?

Casey Newton

Well, on one hand, yes. I do think it means that when the FTC wants to bring an antitrust action, they need to do it much more quickly than they did here. But on the other hand, Kevin, every case is different.

I was thinking this week as I was writing: Are there any implications here for, let’s say, the Google antitrust cases that have gone on? And as I stopped and reflected, I thought, I still think that Google does actually have a monopoly in search, in search advertising, and I think the FTC is right to go in there and try to break that up. So every big company is different, but in this one particular case of Meta, Kevin, I do think that the tech world has sort of moved on in a way that the FTC has not.

Kevin Roose

Yeah. It’s almost like the thing that made the case irrelevant, or at least not as urgent as it might have felt a few years ago, is not that Meta changed its ways. It’s just that social media as a category became much less delineated and much less relevant.

Casey Newton

And let me just say, I continue to be surprised at how little a stir it made a couple of years ago when Meta announced that they were basically going to be moving on from the friends-and-family model, that all of a sudden your feed was going to have a bunch of recommendations from creators and celebrities and stuff that you had never chosen to follow but that an algorithm thinks you might like, right?

Meta—Facebook—really did leave friends and family behind in a big way, at least as a priority, and the world just kind of shrugged because the world had already moved on to TikTok.

Kevin Roose

Totally. Well, more to say there, but we’ll keep watching this trial. Casey, are you planning to show up at the courthouse?

Casey Newton

I’m hoping to get called as a witness.

Kevin Roose

I wouldn’t call you to the stand.

Casey Newton

Hmm.

Kevin Roose

You’re too unpredictable.

Casey Newton

I’m going to put the whole system on trial.

Kevin Roose

When we come back, a skeptical look at AI progress from Princeton’s Arvind Narayanan.

Speaker 0

So there’s a lot of noise about AI, but time’s too tight for more promises.

6. AI Gets A Skeptical Take

Kevin Roose

Well, Casey, last week on this show, we had a conversation with Daniel Cocotello from the AI Futures Project about his new manifesto, “AI 2027.”

Casey Newton

Mm-hmm.

Kevin Roose

And we got a lot of feedback on it.

Casey Newton

Yeah. In fact, one of my friends messaged me and said, “You know, that was a real bummer.”

Kevin Roose

Yes. And so, much to our surprise, there was a new manifesto on the block this week. This one was much more skeptical of the fast-takeoff scenario that Daniel and his co-authors suggested. It was written by 2 computer scientists at Princeton, and it is called “AI as Normal Technology.”

Casey Newton

Yeah. And this really arrived at the right time for us, I think, Kevin, because for weeks, if not months now, listeners have been writing in saying, “Hey, we love hearing you guys talk about AI, but we would really appreciate a slightly more skeptical take on all of this”—somebody who has not bought all the way into the idea that society is going to be completely transformed by 2028. And so when you and I read this piece from Arvind and Sayash, we thought this might be the thing that our listeners have been looking for.

Kevin Roose

Yes. So this piece was written by Arvind Narayanan, who’s a professor of computer science at Princeton, and his co-author, Sayash Kapoor. And in this piece, Arvind and Sayash really lay out what they call an alternative vision of AI—basically, one that treats AI not as some looming superintelligence that’s going to go rogue and take over humanity, but as a type of technology like any other: electricity, the internet, the PC—things that take a period of years or even decades to fully diffuse throughout society.

Casey Newton

Yeah. They go through, step by step, the conditions inside organizations that prevent technology from spreading at a faster pace, why that same dynamic is likely to unfold here, and what it means that AI might not arrive in a superintelligent form for decades instead of just a few months.

Kevin Roose

Totally. And this is a very different view from what we hear from the big AI labs in Silicon Valley. A lot of the people we’ve talked to on this show believe in something more like a fast takeoff, where you do start to get these recursively self-improving AI agents that can just sort of build better and better AI systems. And Arvind and Sayash really say, “Hold on a minute. That’s not how any of this works.”

Casey Newton

And, you know, Kevin, something that I really appreciate about this work is that Arvind and Sayash are not the sort of skeptics who say that AI is all hype, that it isn’t powerful, or that you can’t do cool things with it today. They also don’t think that its capabilities are going to stop improving any time soon. These are not people who are in the “deep learning is hitting a wall” camp. They think it’s going to get more powerful. They just think that the implications of that are much different from what has been suggested. So, to me, it seems like a much smarter, more nuanced kind of AI skepticism than the sort that I sometimes see online.

Kevin Roose

Yeah. So, to make his case that AI is a normal technology and not some crazy superintelligence in the making, let’s bring in Arvind Narayanan. Arvind Narayanan, welcome to Hard Fork.

Arvind Narayanan

Thank you. It’s great to be here. Great to chat with you after so many years of reading your writing.

Kevin Roose

Well, let’s start with the central thesis of this new piece that you and Sayash Kapoor wrote together. There’s a lot in it. It’s very long, and we’ll take time to unpack some of the different claims that you make. But one of the core arguments you make is that AI progress—or the sort of fast-takeoff scenario that some folks, including former guests of this show, have envisioned—is not going to happen because it’s going to be bottlenecked by this slower process of diffusion. Basically, even if the labs are out there inventing these AI models that can do all kinds of amazing and useful things, people and institutions are slower to change, and so we won’t really see much dramatic transformation in the coming years.

But to me, AI diffusion actually seems very fast by historical standards. ChatGPT is not even 3 years old. It has something like 500 million users. Something like 40% of U.S. adults use generative AI, which didn’t really exist even a few years ago. That just seems much faster to me than the proliferation of earlier technologies that you’ve written about. So how do you square the growing popularity and widespread usage of these apps with the claim that it’s just going to take a long time for this stuff to diffuse throughout society?

Arvind Narayanan

So I’m going to make a crazy-sounding claim, but hear me out. Our view is that it actually doesn’t seem like technology adoption is getting faster. So we’re well aware of that claim about 40% of U.S. adults using generative AI. We discussed that paper in our essay, and I have no qualms with its methodology or numbers or whatever. But the way it’s been interpreted is that it’s only looking at the number of users without looking at the distinction between someone who is heavily using it and relying on it for work versus someone who used ChatGPT once a week to generate a limerick or something like that.

So the paper, to the authors’ credit, does get into this notion of intensity of use. And when they look at that, it’s something on the order of 1 hour per workweek, and it translates to a fraction of a percentage point in productivity. And that is actually not faster than PC adoption, for instance, going back 40 years.

Kevin Roose

Hmm. I know you are not specifically responding with this piece to any other piece that’s come out, but I just can’t help thinking about our conversation last week with Daniel Cocotello of the AI Futures Project, who has just spent the past year putting together this scenario of what he thinks the world will look like over the next few years. And part of his thesis is that we’ll start to have these sort of autonomous coding agents that’ll automate the work of AI research and development and will essentially speed up the iteration loop for creating more and more powerful AI systems.

I’m curious what you make of that thesis and where you think it breaks down. Is it that you don’t think that the systems will ever become that good and capable of that kind of recursive self-improvement? Or is it that you think that will happen, but it just won’t matter much because coding is only one type of job and one type of occupation, and we’ve got all these other ones? Where is the hole in that scenario?

Arvind Narayanan

Yeah, a lot of part 2 of our paper is devoted to this issue, and there is an interesting linguistic choice, I think, that you made. You alternatively refer to them as highly capable and highly powerful AI systems. For us, those 2 are not equivalent. They are actually very different from each other.

We don’t dispute—we completely agree with Daniel that improving AI capabilities is already rapid and could be further accelerated with the use of AI itself for AI development. For us, that does not mean that these AI systems will become more powerful. Power is not just a property of the AI system itself. It’s a property both of the AI system and the environment in which it is deployed, and that environment is something that we control. We think we can choose to make it so that we’re not rapidly handing over increasing amounts of control and autonomy to these AI systems, and therefore not make them more powerful.

Now, there is an obvious counterargument that these things will make you so much more efficient that people will have no choice but to do so. We disagree. We have a lot of analysis in the paper for why it’s actually just not going to make business sense in most cases to deploy AI systems in uncontrolled fashions compared to the benefits that it will bring.

7. Organizations Slow AI Down

Casey Newton

It might be worth pausing a bit and saying a bit more of the argument you make for why that is. What are some of the natural breaks that you see happening in organizations that prevent technology from spreading faster than it does today?

Arvind Narayanan

Sure.

This is where we think we can learn a lot from past technologies. When we look at the history of automobiles, for instance, for the first several decades, vehicle safety was not even considered a responsibility of manufacturers. It was entirely on the user.

And then there was a mindset shift, right? Once safety began to be seen as a responsibility of manufacturers, it no longer made business sense for them to develop cars with very poor safety engineering, because whenever those cars caused accidents, there would be a negative PR consequence for the car company. So this mindset shift realigned incentives so that safety became part of what the manufacturer was competing on.

That kind of mindset shift, I think, is important for AI, and that is something we can credit the AI safety movement with. Safety is so indelibly associated with AI in most people's minds, so that's a good thing. That's the first thing.

Second, once you're in a situation where the negative safety consequences are easily attributable to the party who's responsible for them, you can have regulation that sets a standard that's going to be much more feasible than in a scenario where something bad happens and there's no way to attribute it to the responsible party. Those are things we should be working on, right? How do we make responsibility clearer? Who's responsible for what?

Those are things we can do, and if we get them right, I don't think companies will be forced to deploy AI in an unsupervised, uncontrolled manner.

Casey Newton

Hmm.

Kevin Roose

Yeah, I see your point there, and I think you make a really instructive example in your paper about the difference between Waymo and Cruise, two self-driving car companies. One of them, Waymo, has a very strong safety record. The other, Cruise, had a high-profile incident in San Francisco and was forced to pull its robotaxis out of the city and essentially shut down.

You extend that to the logic of AI more generally, where you say the companies that have safe products will outcompete the companies with unsafe products in the market. I would love to believe that there is a self-correcting mechanism in the market that will filter out all the unsafe products.

But what I observe is that sometimes, as the technology is getting more capable, the safety standards are actually moving in the other direction. Just a few days ago, the Financial Times reported that OpenAI is now giving its safety testers less time and fewer resources than it used to before releasing its models, in part because the pressure to get these models out the door and stay ahead of the competition has become so intense.

Given the safety standards that we're seeing now in the industry, what makes you confident that the market will take care of these safety concerns before these unsafe products are put into people's hands?

Arvind Narayanan

I'm not confident, and that's not something we say in the paper. We don't use the term “self-correcting.” We don't think markets will self-correct. It will take constant work from society. Obviously, journalism plays a big role here, as do regulators. We don't try to minimize the role of regulation, either.

And yes, what we're seeing with some of the safety windows decreasing is a problem. I'm definitely with you on that. But I think that is something we have the agency to change. The fact that safety testing happens at all before models are released is something very different with AI than with past technologies. That is something we accomplished together—the AI safety community and everyone else who has a stake in this—to make it the expected practice for companies.

It's true that recently things have been trending in a negative direction. It's important to change that. But one last thing I want to say is that while I agree with Kevin's concerns, it's not quite as concerning to me as it might be to some people, because for us, a lot of the safety concerns come from the deployment phase as opposed to the development phase.

While there is a big responsibility for model developers, a lot of the responsibility has to be shared by deployers so that we have defense in depth. We have multiple parties who are responsible for ensuring good safety outcomes. I think right now, the balance of attention is too much on the developers and too little on the deployers, and I think that should change.

8. Alignment Comes Too Late

Casey Newton

Let's talk about another aspect of safety, which is the idea of alignment, right? This idea in AI development that we should build systems that adhere to human values, and that if we don't do that, there is some potential that eventually they will go rogue and wreak havoc. You are very skeptical about the current approach to model alignment. Why is that?

Arvind Narayanan

Here's the causal chain: AI systems will become more and more capable, and recall that gap between capability and power. As a result of being more and more capable, they will become more and more powerful. That distinction has been highlighted in a lot of the alignment literature.

Once you have these superpowerful systems, we have to ensure that they're aligned with human values. Otherwise, they're going to be in control of whole economies or critical infrastructure or whatever. If they're not aligned, they can go rogue and have catastrophic consequences for humanity.

Our point is that if you even get to the stage where alignment becomes super important, you've already lost. In a sense, we want a stricter safety standard than a lot of the alignment folks do. We don't think one should get to the superpower stage, and if you get to that stage, then tinkering with these technical aspects of AI systems is a fool's errand. It's just not going to work.

Where we need to put the brakes is between those increases in capability and saying, “AI is doing better than humans now. We don't need human supervision. We're going to put AI in charge of all these things.” That is something where we do think we can exercise agency.

Again, that's a prediction. We can't be 100 percent confident of that. We outline in detail in the paper why we think we can do that, but it certainly remains to be seen.

Kevin Roose

I just want to make sure I understand the claim. Right now, the leading AI labs are all trying to give their models more agency and more autonomy, to allow them to do longer sequences of tasks without requiring a human to intervene. The goal for many of them is to build fully autonomous, drop-in remote workers that you could hire at your company, tell them to go do something, and then come back a month later—or a week later—and it's done.

Are you saying that this is technologically impossible or implausible, or are you just saying that it's a bad idea and we should stop these companies from giving their models more autonomy without human intervention?

Arvind Narayanan

It's a bit of both. We're not saying it's technologically impossible, but we think the timelines are going to be much, much longer than the AI developers are claiming.

To be clear, I agree with you, Kevin. You wrote recently in your field AGIPs that within perhaps a couple of years, AI companies are going to start declaring that they have built AGI. However, we don't think what they're going to choose to call AGI, based on their pronouncements so far, is the kind of AI that will actually be able to replace human workers across a whole spectrum of tasks in a meaningful way.

First of all, our claim is that it's going to take a long time. It's going to take a feedback loop of learning from experience in real-world contexts to get to actual drop-in replacements for human workers, if you will.

But our second claim is that even if and when that is achieved, for companies to put that out there with no supervision would be a very bad idea. We do think there are market incentives against that, but there also needs to be regulation.

One example of something that we suggest is the idea of AI owning wealth. That is one way in which AI could accumulate more power and control. Those are all avenues for simple interventions. Simply banning AI from owning wealth, for instance, would ensure that humans are forced to be in the loop and forced to be in control at critical stages of the deployment of AI systems.

Casey Newton

Yeah, we simply must not give ChatGPT an allowance. I will not hear of it in this house.

Now, you brought up, Arvind, Kevin's recent piece in which he argued that AGI is imminent. How wrong did you think that piece was?

Arvind Narayanan

First of all, I agreed with him that companies are going to declare this AGI, and I also agree with Kevin that some people, at least, are not paying as much attention to this as they maybe should.

With all that said, there's also an information asymmetry from the other side. A lot of the time, when AI developers claim that AI can replace this or that job, they're doing so with a very narrow conception of what that job actually involves. The domain experts in that job have a much better idea.

A lot of the time, ignoring AI, I do think, is rational. So there is a gap in both directions. What I wish for is better mutual understanding: better understanding from the public of where AI capabilities currently are, but also better understanding from AI developers of the real knowledge that everyday people have of the various contexts through which they can learn what the actual limitations of AI systems are.

Casey Newton

Mm-hmm.

Yeah. One of the themes that you get at in the paper is that this focus on catastrophic risk that the AI safety community often emphasizes risks taking the focus off of nearer-term risks.

But those risks, as you describe them, include the entrenchment of bias and discrimination, massive job loss, increasing inequality, concentration of power, democratic backsliding, and mass surveillance. I guess I’m just really struck that even you, as somebody who has really been leading the charge saying that a lot of this AI stuff is overhyped, are also saying, “My God, look at these terrible risks that are baked into the potential of these systems.”

Arvind Narayanan

Just one small clarification.

Casey Newton

Yeah.

Arvind Narayanan

We do think that some of the interventions targeted against superintelligence risks could actually worsen these other kinds of risks that we care more about. We’re not making a distraction argument.

Casey Newton

Hmm.

Arvind Narayanan

That’s a very specific argument that I’ve made in the past on Twitter, but not in any of my more formal writing. I don’t make that argument anymore. We can certainly worry about multiple kinds of risks, but our real concern is that if we’re so worried about superintelligence that we decide that the answer to it is a world authoritarian government, then that is going to worsen all of these other risks.

Casey Newton

Hmm.

Arvind Narayanan

And yes, look, the second sentence of the paper is, “Normal technology isn’t meant to underplay this.” Even electricity and the internet are normal technologies in our conception. And when we look at the past history of general-purpose technologies, there have always been periods of societal destabilization as a result of their rapid—as you could call it, even decades-long, in our view—deployment, and it’s hard for societies to adjust.

Most famously, the Industrial Revolution led to a mass migration of workers to cities, where they lived in crowded tenements. Worker safety was horrendous. There was so much child labor, and it was as a result of those horrors that the modern labor movement came about, right? And so eventually, the Industrial Revolution lifted living standards for everybody, but not in the first few decades. All of that is very plausible with AI. We’re not necessarily saying that that would happen, but I do think those are the kinds of things we should be thinking about and trying to forestall.

Kevin Roose

Hmm.

9. Arms Races Test The Theory

Casey Newton

Let me move to an area where I think I really do disagree with you, but I want to see if I can understand your argument a little bit better.

So you write about the idea of arms races in this piece.

Arvind Narayanan

Mm-hmm.

Casey Newton

And one of the things you say is that there is no straightforward reason to expect arms races between countries over AI. You also say in the piece that you want to exclude from the discussion anything about the military, but I didn’t understand this because, to me, the military is typically the source of the arms race. As these systems gain more capabilities, it is going to lead the United States and its adversaries to try to build systems faster, more capably, possibly less safely, in hopes of getting one over on their adversary. So help me understand what you are arguing about arms races and why you’re leaving the military out of it.

Arvind Narayanan

Yeah. To be clear, when we say we exclude the military, we’re just straightforwardly admitting that that could be an Achilles’ heel of the whole framework, and it is something we’re researching. We don’t think that military arms races are likely, but it’s not yet something we understand well enough to confidently put into the paper. We’re going to be exploring that in a follow-up. So that’s what we mean by excluding military AI.

But even outside the military, there are lots of arms races that have been proposed, right? For instance, one way in which this has been envisioned is, let’s say, our court system or any other important application of decision-making. Maybe countries will find that it’s so much more efficient and effective to put AI in charge of making all decisions about criminal justice. So that’s a kind of metaphorical arms race you can imagine, where there is a push to develop more and more powerful AI systems with less and less oversight.

It is that particular concern we’re responding to, and our point of view there is, first of all, this is not the kind of thing at which you can perform at a superhuman level. The limitations are inherent and not related to computational capabilities. And even if it is somewhat more efficient—you can save money by not paying for the judiciary, for instance—I think the consequences for civil liberties, et cetera, are going to be domestically felt, and therefore, local citizens will rise up and protest against those kinds of irresponsible AI deployments. So it doesn’t matter if it gives you an advantage against another country in some abstract sense. It is not something that people will accept or should accept.

Kevin Roose

Yeah, I find that such an interesting and provocative argument because it really flies against some of my priors here, which are that there are actually powerful market forces and demand forces pushing people toward less-restricted models. I observe that in some of the most recent models they’ve released, OpenAI has relaxed some of the rules around what you can generate. You can generate images of public figures. They’re reportedly exploring more erotic role-play that you can use their models for. There does seem to be this market force, at least in the U.S., that is pushing people toward these less-restricted uses of the AI models.

Casey Newton

Or how about, Kevin, when you went to the Paris AI Action Summit, which sort of had its roots in the idea of building safer AI, but you got there and it was basically a trade show, right? It was the French government saying, “Hey, don’t count France out of the AI race. Here we come.” Right? So, to me, I feel like we’re sort of already seeing this competitive dynamic play out.

Kevin Roose

Yeah, but I want to see what that looks like from your perspective, Arvind, because I think my perspective is that we are already in something of an arms race. We have these export controls. We have people at the highest levels of government in both the United States and China saying that this is a definitive conflict of the next few decades. So what, in your mind, lowers the stakes here or lowers the temperatures or takes us out of the category of an arms race?

Arvind Narayanan

So this is one of the other big ideas in the paper. We’re borrowing this from political scientist Geoffrey Ding, and we’re adapting it a little bit. His big idea is that geopolitical advantage comes less from innovation in technology and more from the diffusion of that technology throughout the economy, the public sector, and productive sectors.

He says that America’s advantage over China right now is not primarily because of our capacity to out-innovate. Innovations travel between countries very easily, and we’ve seen that over and over. In any case, the innovation advantage in AI is a few months at best. The real advantage is in diffusion, with diffusion again being the bottleneck step that takes several decades. That’s where the advantage really is.

So we agree, and we talk about the implications of that, but we’re saying that the same thing also applies to risks. The risks, for us, are tied not to the development of capabilities but to the decision to put those models into consequential decision-making systems. And while it is true that there is an arms race going on in development, we’re not seeing an arms race in the consequential deployment of these AI systems.

And just to make that point very concrete, Kevin, I’m going to play devil’s advocate a little bit here. To be clear, I do think it’s bad if model developers skip safety testing altogether, but indulge me in this thought experiment. Let’s say model developers start releasing models with absolutely no safeguards whatsoever. So what? Let’s talk about it.

Casey Newton

Yeah, what do you think happens next, Kevin?

Kevin Roose

The classic answer from the perspective of an AI safety person would be that a very bad person or group gets their hands on a model that is unrestricted and uses it to, say, create a novel pathogen or a bioweapon.

Arvind Narayanan

They can do that today. We have state-of-the-art models that have been released with open weights, and sure, they might have some safeguards, but those are actually trivial to disable, so that capability exists today. I think if that were the thing that’s going to lead to catastrophe, we would all be dead already.

And that’s a risk that existed even before AI. A lot of the ways in which AI can help create pathogens are based on information that’s also available on the internet, so this is something we should have been acting on all along. We have been finding other ways to decrease that risk. One could argue that maybe those steps are not enough, but it is hard for me to see this as an AI problem as opposed to just an existing civilizational risk.

Casey Newton

I find that a bit glib. It makes me think of the debate over deepfakes and synthetic media. It was true—I shouldn’t say always, but for the past 30 years, it’s been true that you could take a photo of me and manipulate it into some nonconsensual nude image of myself, right? The capability exists, and until recently, it hasn’t even been legal to do that in most places.

But now you can do it instantaneously, right? And so part of the danger of AI is not whether the capability exists; it’s how easy it makes the bad thing. My guess is that what Kevin is worried about is that a future open-weights model is going to make it much easier for somebody to make a novel pathogen than the current state of the art, where you have to use the Google search engine, which famously has been getting worse for some time now.

Arvind Narayanan

Let me, if I may, quickly respond to that.

Casey Newton

Yeah.

Arvind Narayanan

I completely agree with you on the deepfakes concern, and I want to come back to that, especially the nudification. Every time we're asked about what we actually worry about with AI, that's absolutely at the top of our list, and I think the way in which policymakers have been so slow to react to that has been shameful. I'll come back to that in a second. But where I disagree with you is in treating that as a model for how we should think about biorisk.

With the nudification apps, friction matters a lot. If you decrease the friction, if you make it a little bit easier to access these apps, these high school kids are going to use them, and it's been an epidemic of hundreds of thousands of these kids using them. It's a real problem. It's a huge problem. Biorisk is not like that.

It's not something that a bored teenager does. That's something where someone's trying to destroy the world or whatever. For that kind of adversary, the friction is irrelevant. If they're actually so keen on getting to that outcome, if it takes 3 extra clicks to get to something, that's not going to stop them, right? So these are, for us, 2 very different kinds of risks.

For deepfakes, we do think we should be putting more frictions in place. Simple things include disallowing these apps on the App Store and not allowing social media companies to profit off advertisements for these apps. These are all things that it boggles my mind we have not done yet.

Kevin Roose

One of the things that I think was so useful about the scenario that Daniel Kokotajlo and his coworkers sketched out in AI 2027 is that it just made it very vivid and visceral for people to try to imagine what the near future could look like if they're right. Now, obviously, people will have many disagreements or quibbles with specific things that they project, but it was at least a scenario.

I'm wondering if you could paint a picture for us of what the world of AI as normal technology will look like a few years from now. Obviously, you don't think that AI capabilities have hit a wall, so we will continue to get some new AI capabilities. Those capabilities will not be diffused throughout society, but what does the world look like in 2027 to you?

Arvind Narayanan

For me, it's a longer timescale, right? Maybe I'll talk about the world 10 or 20 years from now. The world in 2027 for us is still pretty much the world we're in today. The capabilities will have increased a little bit, and the work hours of people using AI are going to have increased from, I don't know, 3 hours per week to 5 hours per week or something like that. I might be off with the numbers, but I think qualitatively the world is not going to be different.

But a decade or 2 from now, I do think qualitatively the world will be different, and this is still a work in progress in our minds. We'll expand it in the book version of this paper. But one of the things we do say is that the nature of cognitive jobs is going to change dramatically, and we draw an analogy to the Industrial Revolution.

Before the Industrial Revolution, most jobs were manual, and eventually most manual jobs got automated. In fact, back then, a lot of what we do wouldn't even have seemed like work. Work meant physical labor. That was the definition of work, right? So the definition of work fundamentally changed at one point in time. We do think the definition of work is going to fundamentally change again.

We do think there will come a point where, just in terms of capabilities, not power, AI systems will be capable of doing or at least mediating a lot of the cognitive work that we do today. And because we think it's so important that we don't hand over power to these AI systems, and because we think people in companies will recognize that, a lot of what it means to do a job will be supervising those AI systems.

It takes a surprising amount of effort, I think, to communicate what we want out of a particular task or a project to, let's say, a human contractor, and we think that the same thing is going to happen with AI. So a lot of what's involved in jobs is just specifying the task, and a lot of what is going to be involved is monitoring AI and ensuring that it's not running amok.

That's one kind of prediction that we make. That's, of course, far from a complete description, but I think that's already radical enough, so I'll stop there.

Kevin Roose

I think that a casual observer of your work in AI Snake Oil and in this new piece about how AI is normal technology could come away with the impression that they don't have to think about AI because it's overhyped, it can't actually do anything, and it's not going to arrive any time soon in your life. And I know that that is not what you're saying because I have read your papers, but I think that is a view that many people have about AI right now: It's just being hyped up by the circus masters of Silicon Valley, and it's all smoke and mirrors. If you really dig an inch below the official announcements, what you find is that it's all fake and people don't have to worry about it.

And I just wonder how it feels to be an AI skeptic in a landscape like that, because I worry that these stories that we're telling people about AI being overhyped and not all that powerful are actually lulling them into a false sense of security. I was recently reading an article from Scientific American that they published in 1940 called “Don't Worry, It Can't Happen,” which was all about how the leading physicists and scientists of the day had looked into this question of whether you could do nuclear fission, whether you could split the atom, whether you could make an atomic bomb, and had basically concluded that this was impossible, and literally told readers that they should not be losing any sleep over this possibility.

Casey Newton

Did Gary Marcus write that?

Kevin Roose

I don't think he was born yet.

Casey Newton

Oh, okay.

Kevin Roose

But this was the scientific consensus of the people outside the Manhattan Project and similar efforts: that this was just impossible. And as a result, I think people were afraid and scared and surprised when it emerged that we actually did have atomic bombs in the making.

And I worry about something similar happening with AI today, where we are just telling people over and over again, “You don't have to think about this, you don't have to worry about it. It's not of immediate importance to you.” And I think if it does show up in people's lives in a way that is shocking or unpleasant, I just worry that they're going to be more surprised than they need to be. Do you worry at all about that?

Arvind Narayanan

There are so many things to unpack there. I've been surprised by how often people have opinions about my work having only read the title, not even the subtitle, of my book. The subtitle of AI Snake Oil is What AI Can Do, What It Can't, and How to Tell the Difference. The point is not that all AI is useless.

The amount of hate mail I've gotten from people who don't recognize this is interesting, but I guess that's what the internet does. And I think part of it is that there are these two narratives, right? There's the utopia narrative, and there's the dystopia narrative, and the “it's all hype, there's nothing to see here” narrative.

It's so tempting to box people into one of those narratives, and we don't fit into any of those, I think—neither me nor my co-author, Sayash Kapoor. And it's interesting, being on social media, seeing the amount of audience capture. When I write something skeptical of AI, it gets 10 times or 100 times more engagement than when I write something pointing out improvements in AI capabilities, for instance.

So there's a strong pull. And look, I'm doing what I can, which is to not succumb to that audience capture and not give people only the one half of the story that they want to hear. But it's just a structural problem with our information environment for which I can't, as an individual, I think, be responsible.

At the same time, let me also say that I think part of the blame here has to lie with the hype, because these products are being hyped up so much that when people believe the hype for a bit and try things out and find that it's not what it's been hyped up to be, it's just very tempting to flip all the way to the other side of things. I wish for a more productive discourse, but I think that's a shared responsibility for all of us, including the companies who are really setting the direction of the discourse.

Kevin Roose

All right. Arvind, thank you so much.

Casey Newton

Thank you, Arvind.

Arvind Narayanan

Thank you. This has been great. Appreciate it.

Kevin Roose

Well, Casey, it’s time to pass the hat.

Casey Newton

Let’s get the hat.

10. Hat GPT Takes The Headlines

Kevin Roose

We are playing Hat GPT today. That is, of course, our game where we pick tech headlines out of a hat, and we discuss them, riff on them, analyze them, and then one of us says, “Stop generating.”

Casey Newton

“Stop generating.” Or sometimes we say it in unison. All right, Kevin, would you like to draw the first slip from the hat, or do you just want to pick up the one off the ground that I accidentally dropped?

Kevin Roose

I’ll pick up the ground one.

Casey Newton

Okay, great.

Kevin Roose

This is more like Ground GPT.

Casey Newton

Mm-hmm.

Kevin Roose

Okay.

Casey Newton

Well, you know, with AI systems, it’s very important to ground them.

Kevin Roose

That’s true. Okay.

Casey Newton

That’s an AI joke.

Kevin Roose

First item from the hat—or ground: “Mark Zuckerberg, Elon Musk mocked in hacked crosswalk recordings in Silicon Valley.”

So this one came to us from the San Francisco Chronicle. It also came to us via a listener to this show, Hannah Henderson, who wrote in about something that had happened down on the peninsula, the southern part of the Bay Area, where apparently crosswalk signals on several streets were hacked, and the messages were replaced with messages mocking Meta CEO Mark Zuckerberg and Elon Musk. Videos circulated on social media capturing the satirical messages, which were broadcast when pedestrians pressed the crosswalk buttons at intersections. Now, Casey, did you hear these?

Casey Newton

I haven’t, Kevin, but I believe we have a clip so that we can hear them right now.

Kevin Roose

Yes. Play the clip.

Speaker 6

What? Hi, this is Mark Zuckerberg, but real ones call me the Zuck. You know, it’s normal to feel uncomfortable or even violated as we forcefully insert AI into every facet of your conscious experience, and I just want to assure you, you don’t need to worry because there’s absolutely nothing you can do to stop it. Anyway, see ya.

Casey Newton

Wow. Kevin, I’ve heard of jaywalking, but jay mocking? We really shouldn’t joke about this. I heard that after he learned of this, Elon Musk had DOGE shut down the Federal Department of Crosswalks. So it could be a really bad outcome here.

Kevin Roose

Yes. I assume this was just a flaw in the security features of these systems and that it will be quickly repaired, but I do think it points to a new potential source of revenue that I’ve been curious about for years: We should just have way more sponsorship of stuff.

Casey Newton

Ooh.

Kevin Roose

You know, like how you can sponsor a highway, clean it up, pay some money, and get your company’s name on the little sign next to the highway. I think we should allow that for everything: telephone poles, crosswalks—every piece of public infrastructure should be available for sponsorship. If you hit the button to cross the street, it should say, “I’m Jack Black. Go see the Minecraft movie. Now cross the street.”

Casey Newton

I’m trying to think if you’ve had a worse idea than this, but I’ve come up empty. Stop generating.

Kevin Roose

Okay.

Casey Newton

All right. This next story, Kevin.

Kevin Roose

Mm-hmm.

Casey Newton

“Cuomo announces new housing plan with a hint of ChatGPT.” The local New York news site Hellgate first reported that former New York governor and current New York City mayoral candidate Andrew Cuomo had released a 29-page housing plan that featured several nonsensical statements and a ChatGPT-generated link to a news article, raising questions about whether the campaign had used ChatGPT to write its housing plan.

Kevin Roose

Yes. I love this story because it is not only a case of AI usage run amok in the government, but it’s also a case of people being caught out by the UTM code.

Casey Newton

Mm-hmm.

Kevin Roose

Because, Casey, do you know what a UTM code is?

Casey Newton

A UTM code is a piece of text that you can append to the end of a URL that often will tell you, for example, what site is referring you to the next site.

Kevin Roose

Exactly. So my understanding of how this all went down is that Cuomo put up his housing plan, and reporters started going through it. One of these reporters at Hell Gate noticed that on one of the links in the plan, there was a little UTM code at the end that said the source of that article had been from chatgpt.com.

Casey Newton

Ooh.

Kevin Roose

That’s how they were able to start piecing together the fact that maybe the Cuomo campaign had had ChatGPT help them write this.

Casey Newton

Well, that is some really impressive sleuthing, but Kevin, I think there was actually an easier way to realize that ChatGPT had written this housing plan: It had six fingers.

Some follow-up reporting from The Times by Dana Rubinstein revealed that the report was written up by policy adviser Paul Francis, who said that he relies on voice-recognition software after having had his left arm amputated in 2012. He told The Times, “It’s very hard to type with one hand, so I dictate, and what happens when you dictate is that sometimes things get garbled.” He acknowledged using ChatGPT to do research, but said, quote, “It clearly was not a writing tool.”

A campaign spokesman argued that the housing plan wasn’t written by ChatGPT, saying, “If it was written by ChatGPT, we wouldn’t have had the errors.”

Kevin Roose

Which I love. It’s like the new excuse for “I didn’t use ChatGPT”: Look at all the errors. This has to have been done by a human because the AI is smarter than that.

Casey Newton

Yeah. Well, any way you slice it, a really hard story for all the Cuomosexuals still out there. Remember Cuomosexuals from the pandemic?

Kevin Roose

Stop generating. That’s triggering my PTSD. Okay. Next story. Oh, this is a good one: “DolphinGemma: How Google AI is helping decode dolphin communication.”

On Monday, Google announced on its blog that, in collaboration with researchers at Georgia Tech and through field research from the Wild Dolphin Project, it was making progress on DolphinGemma, a foundational AI model trained to learn the structure of dolphin vocalizations and generate novel dolphin-like sound sequences. Casey, have you used DolphinGemma to communicate with any dolphins yet?

Casey Newton

I haven’t, and here’s why. I don’t think it’s any of my business what the dolphins are saying. How would you feel if some alien civilization just came in and decoded your language and analyzed all your thoughts? I don’t think you’d like it very much. So maybe some of these Google researchers ought to mind their own business, Kevin.

Kevin Roose

Yeah. I like the use of AI to communicate with animals. It seems like a very good use of this technology. It’s also just wild that using the same techniques that got you these large language models can maybe help us start to decode the utterances of other species.

And I actually did use DolphinGemma to talk with a dolphin the other day. You know what it told me?

Casey Newton

What did it tell you?

Kevin Roose

It said, “I’ve been trying to reach you about your car’s extended warranty.” And I said, “That’s enough out of you.”

Casey Newton

Here’s the best part about releasing a tool and telling people that it’s going to help decode dolphin language: If you’re wrong, how are they going to know? You’d be like, “I don’t think a dolphin would say that.” All right. Stop generating.

Kevin Roose

Okay. You’re on the next one.

Casey Newton

Okay. Next one. Oh my God, truly my favorite story of the entire week. “The US Secretary of Education referred to AI as A.1., like the steak sauce.”

From TechCrunch: US Secretary of Education and former World Wrestling Entertainment executive Linda McMahon attended the ASU+GSV Summit this week, where experts in education and technology gathered to discuss how AI will impact learning. While speaking on a panel about AI in the workforce, McMahon repeatedly referred to AI as A.1., like the steak sauce. Now, Kevin, you have to admit, that’s a very rare way of pronouncing AI.

Kevin Roose

Well done.

Casey Newton

I thought it was only medium. Now, do we actually have a clip of Linda saying this?

Kevin Roose

Let’s play it. I call her Linda.

Speaker 7

I think it was a letter or a report that I heard this morning. I wish I could remember the source, but there’s a school system that’s going to start making sure that first graders or even pre-Ks have A.1. teaching every year, starting that far down in the grades. And that’s just a wonderful thing. Kids are sponges. They just absorb everything.

It wasn’t all that long ago they just said, “We’re going to have internet in our schools. Whoop.” Now, okay, let’s do, see A.1. and how can that be helpful? How can it be helpful in one-on-one—

Casey Newton

Now, if your child is absorbing A.1., you may want to take them to the hospital. That basically—

Kevin Roose

Casey—

Casey Newton

Yeah.

Kevin Roose

We are so cooked. This is the—

Casey Newton

Yeah.

Kevin Roose

Secretary of Education saying that we need more A.1. in our schools. I did love the A.1. Steak Sauce brand's corporate response to this. Usually not a big fan of the corporate internet personalities.

Casey Newton

Mm-hmm.

Kevin Roose

But this one, they did actually post an Instagram post, the A.1. Steak Sauce company, and they said, “We agree. It's best to start them early.”

Casey Newton

Mm-hmm. Yeah, big day for them. I can't wait to find out that A.1. donated $25 million to the inauguration before this little, quote, accident. But look, this is the sort of story that makes you wonder, hmm, maybe we should actually have a Department of Education.

Kevin Roose

It really just underscores the stakes of AI.

Casey Newton

Really high-stakes conversation. All right. Go, stop generating.

Kevin Roose

Okay. Next one: How Japan built a 3D-printed train station in 6 hours. This one comes to us from The New York Times. Apparently, in 6 hours recently, workers in rural Japan built an entirely new train station. This station will replace a significantly bigger wooden structure that has served commuters in this remote community for over 75 years.

The new station's components were 3D-printed off-site over a 7-day period and assembled. It measures just over 100 square feet. It is expected to be open for use in July. Casey, what do you think of the 3D-printed train station in Japan that was built in just 6 hours?

Casey Newton

Well, if they built it in 6 hours, why do I have to wait until July to use it? That's my main question. What do you think?

Kevin Roose

I like this. I like the idea of 3D-printing housing. Obviously, our friends and colleagues Ezra Klein and Derek Thompson have their new book, Abundance, out, talking about how we need to build new houses in this country.

And we should say the sort of 3D-printing-housing thing has not been totally successful in America, but the technology is there. I think we should start 3D-printing houses. I think we should 3D-print ourselves a new studio.

Casey Newton

Sure. I mean, it's worth a shot. Here's what I like about this story. You read about countries doing things like this, and I feel like this is the sort of thing that DOGE is convincing us that it's trying to do. It's like, “We're gonna make things so efficient.” In my view, they would be like, “Oh, well, you're gonna build new public infrastructure really quickly.”

But instead, it's just like, “Well, we've replaced your local Social Security office with a phone number that no one answers.”

Kevin Roose

Yep.

Casey Newton

Yeah. Anyway, good job, Japan.

Kevin Roose

Good job, Japan.

Casey Newton

Advanced Japan.

Kevin Roose

Yeah.

Casey Newton

Is there one left or is that it?

Kevin Roose

There's one more.

Casey Newton

All right, Kevin. And now the final slip in the hat: One giant stunt for womankind. This is such a fun essay by Amanda Hess in The Times. I recommend everyone go read it.

This was, of course, about Blue Origin's all-women space flight this week, when some very famous women very briefly went up into the outer reaches of the atmosphere. Amanda writes, quote, “If an all-women space flight were chartered by, say, NASA, it might represent the culmination of many decades of serious investment in female astronauts. An all-women Blue Origin space flight signifies only that several women have amassed the social capital to be friends with Lauren Sanchez.”

Lauren Sanchez, of course, is Jeff Bezos's fiancée. Jeff Bezos is the guy that created Blue Origin. So, Kevin, what did you make of this space flight?

Kevin Roose

I mean, I think it's an amazing publicity stunt for Blue Origin, which I had not thought of for more than about 5 minutes until this week, when Katy Perry and Gayle King and all of these famous women were thrust up into orbit in one of these Blue Origin rockets, and they got some good publicity out of it. What did you make of it?

Casey Newton

Well, as a gay man, I'm always very interested in what Katy Perry is doing. So when I found out she was going to space, I thought, “This could be good.” And indeed, Kevin, when she got up, she told us in advance that she was gonna make an announcement. Then she got up into space and the livestream cut out.

I think we're still trying to find out what that announcement is. But we may actually have a clip of exactly when the livestream cut out.

Kevin Roose

Play it.

Speaker 8

And Katy Perry did say that—

Kevin Roose

Ah.

Speaker 8

—she was gonna sing in space. I'm waiting for it.

Casey Newton

I'm waiting for it.

Speaker 8

One-minute warning. One-minute warning. So that is CAPCOM indicating a one-minute warning for our astronauts to take in those last views before they get buckled back into their seats.

Casey Newton

Now, according to several other passengers on the trip, Katy Perry did indeed break out into song, singing “What a Wonderful World” before returning. And when she got back to Earth, she kissed the ground. What did you make of that?

Kevin Roose

Hmm. I'm still reeling from that clip. That's the best Katy Perry has sounded in years. She may just wanna release that. Forget “What a Wonderful World”—what did we just hear? That was great. Very avant-garde. Now, Casey, would you go to space if Jeff Bezos or Elon Musk offered you a spot on one of their rockets?

Casey Newton

No. If Elon Musk offers you a spot on a rocket that's giving Bond supervillain, I won't. I'm barely getting into Teslas at this point. How about you? What about Blue Origin? Would you take one of their flights?

Kevin Roose

I mean, under the right circumstances. I'm space-curious.

Casey Newton

Yeah. You have to admit, it would be a great story to tell, even if you only go up for a few minutes.

Kevin Roose

Yeah, it could be a great story.

Casey Newton

Yeah, totally. And you get to wear that valor for the rest of your life. You're always an astronaut; you go up for 10 minutes.

Kevin Roose

I mean, this was a fairly short flight. My understanding is they didn't have to do any maintenance of the craft. It was just sort of like they were there for the ride.

Casey Newton

No. Well, I think once Katy Perry started singing, people started looking around saying, “We gotta get this thing back on the ground. I really can't deal with that much of this.”

Kevin Roose

No, I wanna go to space, and I'll tell you why.

Casey Newton

Why's that?

Kevin Roose

Because I once read that you actually become taller in space. You can grow as much as a couple of inches just because your spine elongates in the zero-gravity environment. I'm 5'10", Casey. I've always wanted to be 6 feet, so I think going to space could get me there.

Casey Newton

Wow.

Kevin Roose

And for that reason, I'll go up.

Casey Newton

Well, if we went up together, we'd come down and you'd be 6 feet and I would be 6'7".

Kevin Roose

Yeah. Which would be terrifying.

Casey Newton

Then I'd have an even harder time finding pants.

Kevin Roose

Anyway, that's what's going on in space. Now, actually, one more question.

Casey Newton

Yeah.

Kevin Roose

If you were an alien civilization and you found out that the United States had launched Katy Perry at you, would you consider that an act of aggression?

Casey Newton

Yes, and I do think—I hope this starts an international incident where the Soviet Union will start sending up its pop stars.

Kevin Roose

Does the Soviet Union still exist? Whatever happened to them? I've been meaning to ask.

Casey Newton

Yes. And that's ChatGPT. Hats off to you, Newsmakers. People will be curious, I can assure you. No A1 was used in the making of this episode.

Speaker 2

One more thing before we go. We are recording another episode of our Hard Questions series with a very special guest. I'm so excited to tell you guys who it is, and we just wanna have really, really great questions for them. If you have not heard our Hard Questions segments before, this is our advice segment where we try to answer your most difficult moral quandaries, ethical dilemmas, etiquette questions that involve technology in some way. What is going on in your life with technology right now that you might be able to use a little celebrity help on? Please get in touch with us. Write to us, or better yet, send us a voice memo or even a short video of yourself asking your hard question, and we might answer it in this upcoming episode. Please send those to hardfork@nytimes.com.

Speaker 2

What if you got to the vape shop and the thief was actually a suave gentleman thief? You know, dressed in a suit.

Speaker 1

It’s just Lupin from the French show.

Speaker 2

Yes, exactly. He’s like—

Speaker 1

What if it was Lupin?

Speaker 2

He’s like, “I’ve been expecting you, Mr. Roose. You’re probably here about your Series 8 Apple Watch. I thought you’d never track me down.”

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