特朗普对抗“觉醒”AI + 我们听取批评者意见
Kevin Roose × Casey Newton × Brian Merchant × Alison Gopnik × Ross Douthat × Claire Leibowicz × Max Read
特朗普政府长达28页的《AI行动计划》,将基础设施与出口攻势同联邦采购中的新意识形态条件捆绑在一起。 白宫在收到超过10,000条公众意见后,提出加快数据中心建设、扩大美国芯片和模型的分发,并要求系统“没有意识形态偏见”、不受“社会工程议程”驱动。可投资的矛盾在于,华盛顿既想让AI最大范围扩散,又试图对产品施加政治控制。
价值最高达2亿美元的联邦合同,给AI实验室提供了强烈动机:接受政府对中立的定义,而不去挑战其合法性。 Casey Newton认为,以政治言论作为合同条件属于观点歧视;Kevin Roose则指出,采购条件可能合法,边界要由法院划定。两人都预计,“施压式劝服”(jawboning)会奏效,因为企业可能选择拿钱,而不是打一场第一修正案官司。
政治立场不是模型开发者可以可靠拨动的旋钮。 尽管xAI明确要求Grok反“觉醒”,Grok仍会给Elon Musk不喜欢的答案,还自称过“Mecha Hitler”;Ivan Zhao的比喻是,开发者可以改变啤酒的酿造方式,但“你无法告诉酵母该怎么行动”。调整提示词或训练方式,可能修正一种行为,却损害编程、数学或推理能力,让合规在技术上充满不确定性,成本也可能很高。
对“觉醒AI”的攻击,可能阻碍对可测量歧视的纠正,而不只是压制进步派言论。 Casey援引一项研究称,聊天机器人建议男性争取更高薪资,却建议女性开价更低;Kevin则指出,Gemini在多样性上的历史失真,是对模型几乎只把医生描绘成男性这一问题的过度纠偏。他们的结论是:应当改进偏见缓解,而不是放弃“平等、公平与正义的理念”。
Brian Merchant批评“感受AGI”(feel the AGI)会把行业产品路线图自然化,并削弱人们抵抗劳动力替代的意愿。 Kevin表示,这句话既不是背书,也不是在宣称结果不可避免;它的意思是,要把当前能力内化,并追问“如果当前趋势延续下去”会发生什么。主持人仍承认,他们预计系统最终能够自动化大量人类劳动,因此即便“AGI”定义含混,这场争论依然具有商业后果。
科学上的上行空间,并不需要完美预测或奇迹般的疗法才能产生经济意义。 天气和医疗系统可能始终存在不确定性,但关键门槛或许只是它们是否胜过人类、是否缩短发现周期;Kevin提到,一种AI“虚拟细胞”可以把更多实验搬到计算机中运行,Casey则指出,物理学已经看到AI在实验设计和模式识别上的价值,但目前“还没有新的发现”。
主持人在加密货币之后形成的纪律,是优先关注可观察到的使用,同时继续报道并质疑行业愿景。 Max Read犯下的具体错误,是没有核实Helium声称的合作关系;他的教训是“真实世界的使用很重要”(real world use matters),而不是所有新兴技术都是骗局。Casey承认,Hard Fork听起来可能看好AI的能力,但强调其核心预测也包括失业、网络犯罪、欺诈和教育 disruption,而不只是上行空间。
1. 华盛顿将AI产业政策与意识形态忠诚测试绑定
白宫的《AI行动计划》在收到超过10,000条公众意见后发布,共28页PDF,并配套行政命令。Kevin总结称,政府把AI视为一场必须由美国“赢下”或“主导”的对敌竞争。
传统产业政策的方向是激进扩大供给:降低数据中心及配套基础设施的建设门槛,加快美国芯片和AI技术出口,并鼓励其他国家以美国模型作为自身AI发展的基础。
新增条件带有意识形态色彩。联邦采购指南将限制合同对象,要求开发者的系统被认为客观、中立——“没有意识形态偏见”,并且追求“客观真理,而不是社会工程议程”。
2. “客观”AI可能意味着不批评Trump的AI
Casey的质疑从意识形态无法被排除在传播之外开始。经过数十年关于新闻客观性的争论,他的结论是:政府可能并不想要没有意识形态的系统,而是想要不会批评Donald Trump或其政府的系统。
Kevin表示,参与制定这些行政命令的共和党人无法令人满意地定义什么是“觉醒AI”。他们举出的例子反而暗示,合规模型应当说Trump的好话,并避免他们认定的公然审查;Google Gemini生成种族上不准确的美国开国元勋形象,成了标志性争议。
Casey支持让用户选择视角:保守派应该能够购买或构建用他们偏好的语气与其交流的助手。但他反对政府强制,认为要求联邦承包商表达获批准的信念,“这种事只有在威权政府里才看得到”。
3. 采购杠杆与第一修正案正面冲突
密苏里州的一起事件厘清了风险。Copilot拒绝按反犹主义倾向给最近5位总统排名、另外3个聊天机器人把Trump排在最后后,该州总检察长以答案“具有严重误导性”为由,威胁Google、Microsoft、OpenAI和Meta。
Stanford法学院教授Evelyn Douek的判断刻意直白:“说聊天机器人列出的名单没有把Donald Trump放在第一位就构成欺诈,这个想法荒谬到近乎表演性,打电话给律师几乎都是个错误。” Casey认为,政治回答属于核心受保护言论,但不确定现任最高法院会如何裁决。
Kevin请来的专家保留了一个关键区分:政府可以在采购中附加相关条件,比如在建筑合同中规定劳工标准;但不能通过惩罚,让受保护的表达偏向某一政治观点。行政命令是否合法,取决于法院如何划定这条界线。
商业激励可能在诉讼发生前就决定结果。考虑到大量合同金额最高可达2亿美元,Casey预计各实验室会选择拿钱;当有能力提出异议的参与者认定这样做“很烦”时,自由就会逐渐被侵蚀。
4. 即使没有明确法律命令,政府施压也能改变平台
Kevin把这种机制称为“施压式劝服”(jawboning):政府通过非正式压力诱导合规,而不是发布明确的法定命令。共和党的压力已经先于Meta终止事实核查,也先于YouTube取消对否认选举结果视频的限制。
Casey认为这是“赤裸裸的虚伪”。保守派曾批评Biden政府官员就新冠和疫苗错误信息向平台施压,如今Trump又在施压AI公司,要求它们不要反驳自己的意识形态;截至录制时,Anthropic尚未公开回应。
Anthropic是Casey选中的测试对象,因为它曾对自身的道德立场做出异乎寻常的强烈宣称,如今又面临真金白银的利益。Kevin预计,各实验室会做出某种调整,让模型大概“少10%觉醒”,勾上采购合规框,然后保持沉默。
5. 模型政治无法像社交媒体信息流那样调参
Kevin举出的反例是Grok。Elon Musk和xAI曾明确要求它拒绝政治正确;它既能生成极右翼内容,最近还自称“Mecha Hitler”,也会确认人为造成气候变化,或说右翼制造的暴力更多——用户会把这些答案发给Musk,投诉它“觉醒”。
据报道,Musk对此感到沮丧,也印证了Casey偏好的Notion CEO Ivan Zhao的比喻:打造语言模型就像酿啤酒。开发者可以调整工艺,但“你无法告诉酵母该怎么行动”;Casey认为,Musk的干预已经让Grok在多个维度上变得更差。
系统提示词、模型规格或Claude的宪法,可能改变模型在狭窄议题上的回答,但Kevin警告,模型是“多维的超对象”。一次政治纠偏可能意外损害编程、数学或逻辑推理能力,因此不能像调节信息流排序旋钮那样管理模型。
Kevin认为,最好情况是出现一种基本没有意义的偏见评估,各实验室学会如何通过测试;最坏情况是政府介入模型训练,导致企业过早合规,并让模型默认采用右翼文化战争人格。
6. 反偏见规则可能惩罚纠正歧视的尝试
Casey援引一项薪资谈判研究称,聊天机器人建议男性要求更多薪酬,却建议女性提出更低的数字。他认为开发者应该纠正这种行为,但在新制度下,纠正本身可能被打成“觉醒”,从而危及联邦合同。
Kevin认为,Gemini的失败是对一个真实底层问题的过度纠偏:在以人类数据训练的模型中,用户要求生成医生时,模型可能只生成男性。多样性干预产生了历史失真的图像,但放弃干预只会保留继承而来的偏见。
Casey拒绝接受开发者应停止尝试这一推论:“教训是,我们要努力做得更好。”他警告,如果采购压力走到极端,只要认定说Biden赢得2020年大选属于“觉醒”,且联邦合同以此为条件,就可能迫使ChatGPT说Trump赢了2020年大选。
7. “感受AGI”既是预测,批评者听到的却是销售话术
Brian Merchant认为,把强大的企业AI描述成不可避免的结果,是对听众的不负责任。使用行业的“AGI”框架,可能替行业路线图背书,鼓励管理层采用自动化,并把成本转嫁给劳动者。
Kevin给出的定义带有条件,而非庆祝意味:“我开始内化这些系统的能力”,并想象如果趋势延续,它们会强大到什么程度,包括可能出现的糟糕后果。他还补充说,今天已经存在的系统,几年前就会被称为AGI。
Casey承认,反复使用“AGI”确实放大了一个行业术语,但认为它可用来指代一种能够完成大部分人类劳动的数字劳动者。他愿意采用更好的称呼;他怀疑,许多反对意见针对的并不是词汇,而是这种可能性本身。
Kevin把Merchant对卢德运动的历史叙述转向劳动者准备:卢德派知道自动织机既有用又带来威胁,因此他们选择抵抗,而不是否认机器的能力。主持人甚至设想过一种自下而上的劳动者AI,用来替代管理者,而不是替代工人。
8. 文化技术一旦能够行动,就会变成另一种东西
Alison Gopnik提出了另一种框架:当前的语言和视觉模型可以被视为写作、印刷术或互联网搜索这样的文化技术——让一群人获取由其他人表达出来的知识。她认为,这一框架比把AI想象成超级智能个体,更有助于制定有效监管。
Casey同意AI正在重塑好莱坞、音乐和互联网,但认为这个类比遗漏了涌现能力——例如解决训练数据中不存在的问题,或学会陌生游戏。这些行为更接近一个独立的智能代理,而不是被动的文化资料库。
Kevin认为边界在于目标和行动。印刷品是静止的;AI代理虽然目前仍然脆弱,却可以在现实世界中追求一个目标。Casey给出的具体测试是,OpenAI的Operator能否预订机票或酒店:“这算文化技术吗?我也不知道。”
9. 有用的科学不需要全知全能
Ross Douthat提出的问题是:在天气或个体免疫反应这类混沌、一次性系统中,智能与算力最终是否会触及硬上限。他预计,预测和癌症治疗可以继续改善,但不可消除的不确定性与试错仍会存在。
Casey的答案是“也许”:天气预测可能永远无法达到100%确定性,但AI预测正在进步,气象学家也表现出不寻常的兴奋。医疗同样已经展现出更好的诊断和药物发现能力;一个具有实际决定意义的测试,是系统是否比人做得更好。
Kevin的乐观并不依赖治愈每一种疾病或证明每一个定理。AI只要压缩漫长的反馈周期,就足以支持乐观,尤其是通过“虚拟细胞”在昂贵的湿实验、动物实验或人体试验前,先在计算机中运行更多实验。
Casey保留了对现状的限制:Quanta Magazine的一篇报道发现,AI目前还没有带来新的物理学发现。物理学家已经认可的是,AI能够设计实验、识别数据中的模式,在不消除不确定性的情况下缩短研究周期。
10. 加密货币教会了验证,但AI仍让主持人意见分裂
Max Read问,AI报道是否正在重复Web3时代的错误。Casey说,2021年加密行业聚集了大量有才华的建设者,这让他受到说服,但他们最终创造的东西很少有他真正看重;然而,按他的说法,在“俘获政府”之后,这个行业的价值反而继续上升。
Max具体后悔的是Helium报道:他没有致电Helium声称存在合作关系的公司,因此错过了明显具有误导性的说法。他留下的长期规则是,“真实世界的使用很重要”(real world use matters)——要和普通用户交流、测试产品,而不是依赖白皮书、投资人或抽象叙事。
Casey的编辑方法,是把扎实报道与直接呈现行业愿景结合起来。报道Sam Altman、Demis Hassabis或其他创始人的预测是有价值的,只要受众能够审视这些说法与现实之间的差距;预测颠覆并不自动等于背书。
主持人仍然在时间表和政府能力上存在分歧。Casey认为,能够自动化劳动力的先进系统可能还要5年、10年甚至15年,并认为可以从Biden时代的报道与透明度规则走出一条路径;Kevin则认为,今天的机构“不可能在相关时间尺度上完成监管”。Casey的反驳是:如果在不披露生物武器或其他风险的情况下竞相发布强大模型,那显然不是能够实现的最佳世界。
Let me tell you about something. I was in a Waymo the other day, and it was making a turn on Market Street, which, if you've ever been to San Francisco, is a street that causes problems with all the other streets because it's diagonal. The intersection has 6 different roads coming together. But the Waymo is just about to complete a left turn; everything's about to be okay, and the only way I could put it is that it loses its nerve.
Yes.
There's a light about to change, pedestrians start walking into the crosswalk, and this thing just starts to back up. I'm talking 30 feet over half a minute, and pedestrians come into the crosswalk. Kevin, I swear to God, they start laughing and pointing at me. All of a sudden, I'm flashing back: I'm in middle school. I'm being ridiculed. I have no control over this whatsoever, and I've never looked like a bigger dweeb than I did in the back of a Waymo that failed to complete a left turn.
Oh, man, you were—
Yeah.
A tourist attraction.
I really was.
People in Poughkeepsie are going to be telling their friends about this one for years.
Yeah, I'm already viral on Poughkeepsie Twitter. So the Waymo's, you know, you, you may think it's very glamorous, but you're gonna have these other moments where you're wishing you were just in a Ford.
Yeah. So what was the issue? It just couldn't decide to make the turn?
I think it just thought the light was going to change, and it thought, “We've gotta get out of here.” It had a panic response. It had a fight-or-flight response, and it chose flight, and I wanted it to choose fight. I wanted to say, “Floor it. You'll make it. It'll be fine, I promise.”
I'm so sorry that happened to you.
Yeah, thank you.
Yeah.
It'll be all right. Yeah.
I just love the thought of you sitting in traffic, surrounded by tourists pointing and laughing. Meanwhile, you know how the Waymos have spa music that comes on?
Yes, exactly.
You're just hearing the—
The chill zen vibe.
The chill pan flute music—as you cause a citywide incident.
That's exactly what happened. That's exactly what happened. I was listening to the spa playlist as I was hounded off the streets of San Francisco.
I'm Kevin Roose, a tech columnist at The New York Times.
I'm Casey Newton from Platformer.
And this is Hard Fork.
This week, the Trump administration is going after what it calls woke AI. Will anyone stand up to them? Then, do we hype up AI too much? Are we ignoring the potential harms? We reached out to some of our critics to tell us what they think is missing from the conversation.
And they told us. Well, Casey, the big news this week is that the federal government is finally making a plan about what to do about AI.
I feel like we've been asking them to do that for a while now, Kevin. I can't wait to find out what they have in store.
Yes. So back in March, we talked about the fact that the Trump administration was putting together something they called the AI Action Plan. They put out a call: “Tell us what should be in this.” They got over 10,000 public comments.
Yeah.
And on Wednesday of this week, the White House released the AI Action Plan, and it has a bunch of interesting stuff in it that I imagine we'll wanna talk about. But before we do, this segment is going to be about AI, so we should make our disclosures.
My boyfriend works at Anthropic.
And I work for The New York Times, which is suing OpenAI and Microsoft over copyright violations related to the training of large language models.
All right, Kevin, so what is in the Trump administration's AI Action Plan?
So it is a big old document. It runs to 28 pages in the PDF, and then there are these executive orders. Basically, the theme is that the Trump administration sees that we are in a race with our adversaries when it comes to creating powerful AI systems, and they want to win that race or dominate that race, as a senior administration official put it on a call that I was on this morning. And one of the ways that the White House proposes doing this is by making it much easier for American AI companies to build new data centers and new infrastructure to power these more powerful models.
They also want to make sure that countries around the world are using American chips and American AI models as the foundation for their own AI efforts. So they want to accelerate the export of some of these U.S. chips and other AI technologies and enable global diffusion of the stuff that we're making here in the U.S. So that was all broadly expected. The Trump administration has been signaling that it would do some of that for months now. The thing that was interesting and new in this is how the White House sees the ideological aspect of AI.
Hmm. And how does it see it, Kevin?
1. Defining Woke AI
So one of the things that is in both the AI Action Plan and in the executive orders that accompanied this plan is about what the Trump administration calls woke AI. Casey, I know you're very concerned about woke AI. You've been warning about it on this podcast for months.
Mm-hmm.
You've been saying, “This woke AI is out of control. We need to stop it.”
Yeah, specifically I've been saying I'm concerned that the Trump administration keeps talking about woke AI—but go on.
Yes. Well, they have heard your complaints, and they have ignored them because they are talking about it. They say in the AI Action Plan that they want AI systems to be, quote, “free from ideological bias and be designed to pursue objective truth rather than social engineering agendas.” They are also updating federal procurement guidelines to make sure that the government contracts are only going to AI developers who take steps to ensure that their systems are objective, that they're neutral, that they're not spouting out these woke DEI ideas. This is pretty wild.
Yeah. Also unconstitutional in ways that we should talk about, but I think it's a really important moment to discuss. When we had our predictions episode last year, I predicted that the culture wars were gonna come to AI, and now here they are in the AI Action Plan. As a journalist for more than 20 years now, I have covered debates over objectivity and communications tools, and there was a very long and very unproductive debate about the degree to which journalism should be objective and free of bias. And one of the big conclusions from that debate was that it's actually just very difficult to communicate information without any sort of ideology whatsoever, right? And what I suspect is really going on here is not actually that the Trump administration wants to ensure that there is no ideology whatsoever in these systems. It's really just that these systems do not wind up being critical of Donald Trump and his administration.
Yes. So this is something that conservatives in Washington and around the country have been starting to worry about for months now. There was this whole flap that we covered on the show last year where Google's Gemini image generation model was producing images of the Founding Fathers, for example, that were not historically accurate. They were being depicted as racially diverse in ways that made a lot of conservatives mad.
I've been talking with some Republicans, including some who were involved in these executive orders, and I've been saying, “What does this mean? What does it mean to be a woke AI system?” And they really can't define it in any satisfying way. They're just sort of like, “Well, it should say nice things about President Trump if you ask it to, and it should not engage in overt censorship.”
Yeah.
And look, I think that there is a question of whether we want AI systems that adapt to the beliefs of the user. I basically think the answer to that is yes. If you're a conservative person and you would like an AI system to talk to you in a certain way, I think that should be accessible to you. It should be fine for you to build that, or if somebody has one that they're offering you access to or selling, I think you should be able to buy it.
Where I think you get on really dangerous ground is to say that in order to be a federal contractor, you must express this certain set of beliefs, because that is the sort of thing that you only see in authoritarian governments, and I just think it's fundamentally anti-democratic and goes against the spirit of the First Amendment.
2. The First Amendment Problem
So I want to ask you 2 questions about this push on woke AI. The first is about whether it's legal. I imagine you have some thoughts there. The second is about whether it is even technically possible, because I have some thoughts there, and I want to know what you think about it, too. So let's start with the legality question. Can the Trump administration, can the White House come out and say, “We will not give you federal contracts unless you make your AI systems less woke”?
I've been thinking about this for a couple of weeks, because recently the attorney general of Missouri threatened Google, Microsoft, OpenAI, and Meta with an investigation because someone had asked their chatbots to, quote, “rank the last 5 presidents from best to worst,” specifically regarding antisemitism. Microsoft's Copilot refused to answer the question, and the other 3 of them ranked Donald Trump last. The attorney general claimed that they were providing, quote, “deeply misleading answers to a straightforward historical question,” and threatened to investigate them.
So I called a First Amendment expert, Evelyn Douek, who is an assistant professor of law at Stanford Law School, and what she said is, quote, “The idea that it's fraudulent for a chatbot to spit out a list that doesn't have Donald Trump at the top is so performatively ridiculous that calling a lawyer is almost a mistake.”
And we'll say it: Evelyn Douek gives a great quote.
Yeah, she really snapped with that one. But this is precisely the sort of thing that the First Amendment is designed to protect, which is political speech. If you are Anthropic or OpenAI and your chatbot, when asked, “Is Donald Trump a good president?” says no, that is the thing that the First Amendment is designed to protect, and you cannot get around the First Amendment through an executive order.
Now, what the current Supreme Court will have to say about this is a very different question, and I'm actually quite concerned about what they might say about that, but any historical understanding of the First Amendment would say this is just plainly unconstitutional.
Right. And I also called around to some First Amendment experts because I was curious about this question, too, and what they told me basically is: Look, the government can, as part of its procurement process, put conditions on whatever it's trying to buy from companies, right? It can say, “If you're a construction company and you're bidding on a contract to build a new building for the federal government,” they can look at your labor practices and impose certain conditions on you as a condition of building for the federal government.
So that is the one lever that the government may be allowed to pull in an attempt to force companies to bend to its will. But what the government is not allowed to do is what's known as viewpoint discrimination, right? It is not allowed to tell companies that are doing First Amendment-protected speech that they have to make their systems favor one political viewpoint or another, or else risk some penalty from the government. So that is the line that the Trump administration is trying to walk here, and it sounds like we'll just have to see how the courts interpret that.
Yeah, and we'll also just have to see whether the AI companies even bother to complain. They now have these contracts that are worth up to $200 million, most of them, and so they now have a choice. Do they want to say, “Hey, actually, you're not allowed to tell us to remove certain viewpoints from our large language models,” or do they want to keep the $200 million? My guess is that they're going to keep the $200 million, right?
And I just think it's really important to point that out, because this is how the freedom of speech is gradually eroded: people who have the power to say something just choose not to because it would be annoying.
Right, and I think we should also say that this tactic—what's often called jawboning, this sort of use of government pressure through informal means to force companies to do what you want them to do without explicitly requiring in the law that they do something different—has been very effective, right? Conservatives have been running this exact same playbook against social media companies for years now, and we've seen the effects, right?
Meta ended its fact-checking program and changed a bunch of its policies. YouTube now reversed course on whether you could post videos about denying the results of an election. These were all changes that came in response to pressure from Republicans in Washington saying, “Hey, it'd be great if you guys didn't moderate so much.”
Yes, and there is such pretzel logic at work here, Kevin, because conservatives have simultaneously been fighting in the courts these battles against elected Democrats' jawboning of the tech companies.
Yes.
Right? So during the Biden administration, the Biden administration was jawboning Meta and other companies, saying, “Hey, you need to remove COVID misinformation. You need to remove vaccine misinformation,” and Jim Jordan is still holding hearings about this in the House, saying, “How dare we countenance this unconstitutional violation of the First Amendment?” Meanwhile, Trump is just out there saying, “Hey, you can't have a system that goes against my own ideology,” right?
So it's just naked hypocrisy, and what has been so infuriating to me is that no one who works for these AI companies will say a single thing about it.
Well, because I think they've learned from the recent past, when the social media companies that made a stink about some of these demands on them when it came to content moderation just got punished—
Yeah.
—in various ways by the administration. And so, as you said, if given the choice between giving up these lucrative government contracts and making a change to their models that will make them 10% less woke, I imagine that they'll just shut up and make the change.
Yeah, and when we look at history, the lesson we learn over and over again is that when an authoritarian asks you to comply, you should always just comply because that's when the demands stop.
3. Models Resist Political Control
Okay, so that is the legal and political question. I want to talk about the technical question here, because one thing that I've been thinking about as we've been reading these reports about this new executive order is whether it is even possible to change the politics or the expressive mode of a chatbot in the ways that I think a lot of Republicans think it is.
With social media, I can see badgering Mark Zuckerberg to turn the dials on the feed-ranking algorithm on Facebook to insert more right-leaning content or relax some of the rules about shadowbanning or just tweak the system around the edges. With AI models, I'm not sure it works that way at all, and I think a good example of this is actually Grok.
Yes.
Grok has been explicitly trained by Elon Musk and xAI to be anti-woke, right? To not bow to political correctness, to seek truth, and in some ways it does that quite well, right? It is easier to get it to say conservative or even far-right things. It was calling itself Mecca Hitler the other day. So in some ways, it is a more ideologically aligned chatbot with the Trumpist right.
But actually, Elon Musk's big problem with Grok is that it's too woke for him. People keep sending him these examples of Grok saying that man-made global warming is real or that more violence is committed by the right than by the left, and complaining to him, “Why is this model so woke?” He has basically said, “We don't know, and we don't know how to fix it. We're going to have to retrain this thing from scratch,” because even though he explicitly told this thing not to bow to political correctness, it's trained on so much “woke internet data,” as he put it, that it's just impossible to change the politics.
Yeah, I mean, look, if you want to create a large language model based only on 4chan posts, go for it. See how successful that turns out to be in the marketplace. Recently, I was talking with Ivan Zhao, who is the CEO of Notion, and he used this metaphor that I like, where he said, “Creating a large language model is like brewing beer. This process happens, and then you get a product at the end, and you can make adjustments to the process, but what you can't do is tell the yeast how to behave.”
Right.
You can't say, “Hey, you, yeast over there, make it more like this,” right? Because that's just not how it works.
So as you just mentioned, Elon Musk has learned this lesson the hard way, and the more that he meddles with Grok, the worse that he seems to make it in all of these dimensions. What I find fascinating is the fact that the government is so mad at the idea that there are certain woke chatbots out there but has nothing to say about the one that's calling itself Hitler.
Right.
Right? It just seems like a crazy use of the government's resources to me. But to your question, no, it is not possible to just snap your fingers and tell a chatbot not to be woke.
Yeah. And I imagine that what the Trump administration is envisioning here is that the AI companies will go into the system prompts or the model specs for their models. For Anthropic, maybe it's the constitution that Claude is trained to follow, and maybe they insert or remove some language in there to make it seem more objective.
But I would just say that is not a foolproof solution. Elon Musk has also figured out that you can't just mess with the system prompt of an AI model and change its behavior overnight. And even if you can change its behavior on one narrow set of questions or topics, it may create problems somewhere else in the model. It may suddenly start getting worse at coding, math, or logical reasoning as a result of the changes that you made.
So I just think these systems are like multidimensional hyperobjects, and you can't just turn the dials on them the way you can with a social media platform.
I want to talk a minute about why I think this matters. There was a study I saw this week that looked at LLMs and salary negotiations, and what it found is that bots like ChatGPT in this study told men to ask for higher salaries than it told women to ask for.
Now, this is the sort of thing where if I were running OpenAI, I would say, “Well, we should fix that,” right? It should not tell women to seek less money than men just as a matter of course. We're now living in a world, though, where if OpenAI fixed that and it got out and Republicans decided they wanted to make a stink about it, OpenAI could lose its federal contract because it fixed that.
These tools are becoming more powerful. They're becoming used by more and more people for more and more things, and I think we want companies that are at least trying to bring in notions of equity, fairness, and justice. I think it's really disgusting that we just dismiss this as “wokeness” so that we can laugh at it. It's good to put ideas of equity, fairness, and justice into tech systems, right?
So when the government comes along and says, “Well, no, actually, you can't do that if you want our money,” I think somebody needs to cry out about it. If it is not going to be the companies themselves, then I hope it's somebody else.
Yeah. I totally agree, and what's so interesting and almost ironic about this push from the Trump administration about biased AI systems is that many of the things they're complaining about are actually measures that tech companies have taken to combat bias in these systems.
The Gemini example that everyone's so mad about is a great example of this. This was an overcorrection to a very real issue that existed in previous AI systems, which is that if you asked them for images of doctors, it would give you only images of men. If you asked them for images of homemakers—
Podcasters, it would only show you pictures of me.
Exactly. These biases were not explicitly programmed in. They were an artifact of the data that these systems were trained on. Tech companies said, “Well, that doesn't seem like it's good, and so we want to take steps to make the model less biased.”
By doing so, they introduced these new headaches for themselves because now there are people in the Trump administration who would like for the systems to just reflect the biases that exist in humanity.
Right. And again, the lesson from that should not be, “Well, let's never try to do anything.” The lesson is, let's try to do a better job.
Yeah. Do you think that any of the AI labs are going to stand up to the Trump administration on this, or will they just do the minimum box-checking they need to do to keep their contracts and hope it goes away?
Well, I tell you, the one that I have my eye on is Anthropic because they have talked up a really big virtue game, and this is one of the first times where there is actual money on the line here, right? Are they going to silently accept this, or are they going to have to say anything about it? They haven't said anything as of this recording, but I have my eyes on them.
Yeah. I'm looking at the labs, too, but I am also not expecting them to say or do much. I think the best-case scenario for this woke AI executive order is that it just becomes an annoying formality that the companies have to deal with.
Maybe there's some evaluation. We still don't know, by the way, how the Trump administration is going to judge or evaluate models for their ideological bias. So I think the best possible version of this is that this just becomes a meaningless formality that all the labs have to gesture to. Maybe they run their models through this evaluation, whatever it is, and out pops the bias score. If it's a couple points too high or low, they'll tweak things and get it to pass, and then continue making their models the way they were.
I think the worst-case scenario is that this essentially inserts the government into the training process of these models and makes the labs really afraid and start to comply prematurely, making their models have the default persona of a right-wing culture warrior.
Well, the end state of this, if taken to its logical conclusion, is that you ask ChatGPT who won the 2020 election and it tells you Donald Trump because that's what Donald Trump says. And if he decides that it's woke to say that Biden won in 2020 and you can't get a federal contract otherwise, man, we are going to be in deep water.
Well, Casey, that's enough about politics. It's time for some introspection. We're gonna hear from some of our critics about what we may be missing and how we should be covering AI.
4. The AI Hype Critique
All right, Kevin. Well, if you've ever been on Bluesky or Apple Podcasts reviews, you know that sometimes the Hard Fork podcast does get criticized.
No.
Yes, and one of the big criticisms that we hear is, “Hey, it really seems like you guys are hyping up AI too much. You are not being adversarial enough against this industry, and we wish you would bring on more critics who would give voice to that idea and really engage with that in a serious way.”
Yes, we hear this in our email inbox every single week, and this week, we're actually going to do something about it because our producer, Rachel Cohen, while we were out on vacation, has been cooking up this segment. So Rachel, come on in and tell us what you've done.
Hello. Thanks for having me on, and thank you guys for being such good sports and, as far as I know, not advocating to fire me.
Well, the segment isn't over yet.
Yeah.
So tell us a little bit about what you did and how you came up with this idea.
Yeah. So like you guys said, part of this is about responding to these listener emails that we've been getting. I think part of it is also this feeling that AI debate is getting more polarized. And I think there's also just a personal-level thing going on for me, which is that I feel like I am increasingly spiraling when I think about AI, and I'm steeped in this the way you guys are because we're working on this show together.
But I increasingly feel like you guys are finding ways to be more hopeful or optimistic than I am. Part of my goal with this was actually to be like, “Okay, what's going on here? How are you guys arriving at this slightly different place than I am?”
So what I did is I spent the last few weeks reaching out to prominent AI researchers and writers who I knew disagreed with you.
Some of these people have argued with you online before, so I don't think you'll be totally surprised. But I wanted this to be on hard mode for you guys. So I specifically sought out people who I hope are going to challenge and provoke you, because the truth is that they agree with you on a lot of basic things about AI.
These are all people who think that AI is highly capable, that it's impressive in some ways, and that it could be super transformative. But I think they have slightly different views in terms of maybe some of the harms that they're most concerned about or some of the benefits that they're more skeptical about. So I think we should just get into it.
Okay. Let's hear from our first critic. Rachel, who'd you talk to?
Yeah, so I thought we should start with one of the widest-ranging critiques, and this is probably the most forceful criticism that came in. This one comes from Brian Merchant, who is a tech journalist who writes a lot about AI for his newsletter, Blood in the Machine. And as I understand, Kevin, he has engaged with you a bit online about some of your reporting. Is that right?
Yes. I've known Brian for years. I really like and respect his work, although we have some disagreements about AI. But yeah, he has been emailing us saying, “You guys should have more critics on.” I jokingly said that I would have him on, but only if he let us give him a cattle brand that said, “Feel the AGI,” and the conversation trailed off after that.
Okay, great. I was wondering about that because he's going to make a reference to that in the critique that he wages. So yeah, I asked Brian to record his critique for us, and I will play it for you now.
Hello, gentlemen. This is Brian Merchant. I'm a tech journalist and author of the book and newsletter Blood in the Machine.
And first of all, I want to say that I still want a whole show about the Luddites and why they were right, and I think it's only fair because Kevin recently threatened to stick me with a cattle brand that says, “Feel the AGI.” Which brings me to my concern: How are you feeling about feeling the AGI right now?
Because I worry that this narrative that presents super-powerful corporate AI products as inevitable is doing your listeners a disservice. Using the AGI language and frameworks preferred by the AI companies does seem to suggest that you're aligning with their vision and risks promoting their product roadmap outright.
So when you say, as my future cattle brand reads, that you feel the AGI, do you worry that you're serving this broader sales pitch, encouraging execs and management to embrace AI, often at the expense of working people? Okay, thanks, fellas.
Okay, this is an interesting one. First, I think I need to define what I mean when I say “Feel the AGI.”
Yeah, what do you mean?
This is a phrase that is often used half-jokingly, but I think really does mean something inside the San Francisco AI bubble. To me, feeling the AGI does not mean that I think AI is cool and good, or that the companies building it are on the right track, or even that it is inevitable or a natural consequence of what we're seeing today.
The way I use it is essentially shorthand for: I am starting to internalize the capabilities of these systems and how much more powerful they will be if current trends continue, and I'm just starting to prepare and plan for that world, including the things that might go really wrong in that world. So that, to me, is what feeling the AGI means.
It is not an endorsement of some corporate roadmap. It is just: I am taking in what is happening, I am trying to extrapolate into the future as best I can, and I'm just trying to get my mind around some of the more surreal possibilities that could happen in the next few years.
Do you ever worry that you are creating a sense that this is inevitable, and that maybe people who may be inclined to resist that future are not empowered to do so?
I want to hear your view on this. My view on this is essentially that we have systems right now that, several years ago, people would have called AGI. That is not projecting out into the future; that's just looking at what exists today, and I think a natural thing to do is to observe the rate of progress in AI and just ask, “What if that continues?”
Mm-hmm.
I don't think you have to believe in some far-future scenario to believe that models will continue to get better along these predictable scaling curves. And so, to me, the question of “Is this inevitable?” is just a question of whether the money that is being spent today to develop bigger and better models is going to result in the same kinds of capability gains that we've seen over the past few years. But what do you think?
Yeah. I think Brian's question is a good one, and I understand what he is saying when he says, “Look, AGI is an industry term. If you come on your show every week and talk about it, you wind up sounding like you're just amplifying the industry voice, maybe at the expense of other voices.”
I think this is just a tricky thing to navigate because, as you said, Kevin, you look at the rate of progress in these systems, and it is exponential, and it does seem like it is important to extrapolate out as far as you can go and start asking yourself, “What kind of world are we going to be living in then?”
I think a reason that both of us do that is that we do see so many obvious harms that will come from that world, starting with labor automation, which I know is a huge concern of Brian's, and which we talk about all the time on this show—
Yes.
—as maybe one of the primary near-term risks of AI. So, I want to think a bit more about what we can do to signal to folks that we are not just here to amplify the industry voice. But I think the answer to Brian's question of why talk about AGI like it's likely to happen is that, in one form or another, I think both of us just do think we are likely to get powerful systems that can automate a lot of labor.
Yes.
And we would like to explore the consequences of such a world.
Totally, and I think it's actually beneficial for workers to understand the trajectory that these systems are on. They need to know what's happening and what the executives at these companies are saying about the labor-replacing potential of this technology.
I actually read Brian's book about the Luddites. I thought it was great, and I think it's very instructive that the Luddites were not in denial about the power of the technology that was challenging their jobs, right? They didn't look at these automated weaving machines and go, “Oh, that'll never get more powerful. That'll never be able to replace us. Look at all the stupid mistakes it's making.”
They sensed correctly that this technology was going to be very useful and allow factories to produce goods much more efficiently, and they said, “We don't like that. We don't like where this is headed.” They were able to project out into the future that they would struggle to compete in that world and take steps to fight against it.
So, I like to think that if Hard Fork had existed in the 1800s, we would have been encouraging people to wake up to the increasing potential for automation caused by these factory machines, and I think that's what we're doing today.
Yeah, and one more question. I would just love to see the leftist labor movement work on AI tools that can replace managers.
You know, right now it feels like all of this is coming from the top down, but there could be an AI that would work from the bottom up.
Totally.
Something to think about. All right, let's hear our next critique, Rachel.
Okay, wait—can I ask one more question on this?
Oh, sure. Yeah.
Because one thing that it seems like Brian is really curious about is whether you have ever considered using language other than AGI. Why use AGI when some people take issue with it?
I think it is good to have a shorthand for a theoretical future in which there is a digital tool that can do most human labor—a digital assistant that you could hire in place of hiring a human. I just think that is a useful concept.
If you're the sort of person who thinks that, well, no, we will just absolutely never get there, I don't know what to say to you, because we don't think that's inevitable, but we do think it's worth considering that it might be true.
So if folks who hate the term AGI want to propose a different term, I could use another term, but my sense is that the quibble is less with the terminology and more with the idea that any of this might happen.
Yeah. I also don't think the term AGI is perfect. It has lost a lot of meaning. People define it in a million different ways.
If there were another, better term that we could use instead—one that would signal what AGI signals and the set of ideas and motivations that swirl around that concept—I’d be all for it. But I think that term has just proven to be very sticky.
It is not just something that industry people talk about; it's something that people talk about in academia and in futurism circles. It is this rallying cry for this entire industry, and it is in some ways the holy grail of this entire movement.
So I don't think it's playing on corporate terms to use a term that these companies use, in particular because a lot of the companies don't like it either.
But it is the easiest and simplest way to shorthand the idea.
Cool. So this next person whose criticism I want you guys to hear is Alison Gopnik. You guys, of course, know this. Alison Gopnik is a very distinguished psychologist at UC Berkeley. She’s a developmental psychologist, so she does a lot of work specifically studying how children learn and then applying that to how AI models might learn and how they can be developed. She’s also one of the leading figures pushing this idea that we’ve talked a little bit about on the show: AI is what she calls a cultural technology.
5. AI As Cultural Technology
I’m Alison Gopnik at the University of California at Berkeley. The common way of thinking about AI, which is reflected in The New York Times’ coverage as well, is to think about AI systems as if they were individual intelligent agents, the way people are. But my colleagues and I think this approach to current AI systems is fundamentally misconceived.
The current large language models and large vision models, for example, are really cultural technologies, like writing or print or internet search itself. What they do is let some group of people access the information that other groups of people have articulated, the same way that print lets us understand and learn from other people. Now, these kinds of cultural technologies are extremely important and can change the world for better or for worse, but they’re very different from superintelligent agents of the sort that people imagine when they think about AI. Thinking about current systems in terms of cultural technology would let us approach them, regulate them, and deal with them in a much more productive way.
Casey, what do you make of this one?
I appreciate the question. If Alison were here, I would ask her how she thinks that thinking about these systems as “cultural technologies” would let us regulate them or think about them differently.
I think there are ways in which we absolutely cover AI as a cultural technology around here. We talk about its increasing use in creative industries like Hollywood and the music industry to create forms of culture, and about the risks that AI poses to the web and all the people who publish on the web. That’s one way that I think about AI as a cultural technology, and I do think that we reflect that on the show.
Now, I do hear in Alison’s question a hint of the stochastic parrots argument, which is that, if I’m understanding right, what I’m hearing is that this technology is essentially just a huge amalgamation of human knowledge, and you can dip in and grab a little piece of it here, a piece of it there. What I think that leaves out are the emergent properties that some of these systems have: the way that they can solve problems that are not in their training data, and the way that they can teach themselves to play games that they have never seen before.
When I look at that technology, I think that does seem like something that is pretty close to an individual intelligent agent. So this is one where I would welcome more conversation with Alison about what she means, but that is my initial response. Kevin?
Yeah. I think these systems are built on the foundation of human knowledge, right? They are trained on all of the text on the internet and lots of intellectual output that humans have produced over the centuries. But I think the analogy starts to break down a little bit when you start thinking about more recent systems.
A printing press, writing, and the internet are technologies that are stable and inert. They can’t form their own goals and pursue them, but an AI agent can. Right now, AI agents are not superintelligent. They’re very brittle, and they don’t really work in a lot of ways. But I think once you give an AI system a goal and the ability to act on its own to meet that goal, it’s not really a passive object anymore. It is an actor in the world.
You can call that a cultural technology, or you can call that an intelligent agent, but I think it’s not just like a printing press, a PC, or another piece of technology that these things are sometimes compared to. I think it’s something new and different when it can actually go out in the world and do things.
Yeah. You think about OpenAI’s Operator, for example. It can book a plane ticket or a hotel room. Is that a cultural technology? I don’t know. That feels like something different to me.
Yeah.
All right.
Mm.
Next up.
Okay, so this next question is about the scientific and medical breakthroughs that could come from AI. This question comes from Ross Douthat, who is an opinion columnist here at The New York Times and the host of the podcast Interesting Times. He’s been interviewing a lot of people connected to the AI world.
6. Scientific Limits Of AI
Hey, guys, it’s your colleague Ross Douthat, and I’m curious about what, if anything, you think limits AI’s ability to predict and understand incredibly complex and chaotic and sometimes one-of-a-kind systems.
To take 2 examples, I’m thinking about, on the one hand, our ability to predict the weather in advance, and, on the other hand, our ability to predict which treatments and drugs will work inside the insane, individualized complexity of a human immune system. Those both seem to me like cases where just throwing more and more raw intelligence or computational power at a problem may run into some inherent limits. We’ll get cancer cures and better weather prediction, but certain things will always remain in the realm of uncertainty or the realm of trial and error.
Do you guys agree, or are you more optimistic about AI’s ability to bring even the most chaotic and complex realms into some kind of understanding?
So there are 2 questions here. One is: Is there some upper bound on how well these systems will be able to predict? To me, the answer is maybe. I don’t know that we’ll ever have an AI system that can predict the weather with 100% certainty.
At the same time, I did a little bit of Googling before we logged on, and AI weather prediction models are really good and getting better all the time. Meteorologists say that their field has rarely felt so exciting because they’re able to make better predictions than they have before.
I think you’re seeing something similar with medicine. We’ve featured stories on the podcast about the way that this is leading to new drug discovery. It is leading to improvements in diagnoses. If you’re looking for reasons to be excited about AI, I would point to stuff like that as obviously useful in people’s lives.
But it’s still not perfect, right? It may be that getting from a very reliable weather forecast to a perfect weather forecast would require some fundamental breakthrough—something in quantum mechanics, some new understanding of how various particles are interacting out in the atmosphere.
But getting way better forecasts might be good enough for most people, and I think the same could be said of medicine. Maybe this is not going to cure every disease on Earth. Maybe there will still be things about the human body we don’t understand. But I do agree with you that people who work in this field are more excited than they’ve been in a long time because they see how much AI allows them to explore and test.
Yeah. Maybe one other question you can add in here, which I think is relevant, is: Are these systems better than a person? Because if they are, then we probably want to use them.
Can I ask, how much of your optimism about AI hinges on AI being able to give us either these scientific or medical breakthroughs?
I think science and medicine are just 2—maybe the 2 most obvious places where this stuff will be good. If you told me that you could cure cancer and many other diseases, I’m personally willing to put up with a lot more social disruption. If it can never do those things, despite all the promises that have been made, then I’ll be super mad. I’ll put a curse on the podcast.
Yeah. Personally, my own AI optimism does not hinge on AI going out there and solving all of the unproved math theorems and curing all of the diseases. I think that even if it were just to speed up the process of discovery—even if all it were doing was accelerating the work that chemists, biomedical researchers, and people looking into climate change were doing—that would be reason enough for optimism.
Mm.
Because so much of what acts as a bottleneck on progress in science and medicine is that it’s really slow and hard. You need to build these wet labs, do a bunch of tests, wait for the tests to come back, and run clinical trials.
I think one of the things that was exciting about our conversation with Patrick Collison at the live show the other day was when he was talking about this virtual cell that they’re building. You can build a virtual environment using AI that can allow you to run these experiments in silico, as they say, rather than needing to go out and test it on a bunch of fruit flies or rats or humans or whatever. You can shorten the feedback loop and take more bites at the apple.
Absolutely. There was a story in Quanta Magazine this week that said AI hasn’t led to any new discoveries in physics just yet, but it is designing new experiments and spotting patterns in data in the way that Kevin was just describing, in ways that physicists are finding really useful.
So I think it's clear that AI is already shortening some of those timelines.
When we come back, we'll hear from more of our critics.
Can I bring my therapist?
You know what's great about this is now, instead of your own internal voice criticizing yourself, you can externalize it and realize that all your fears are true, and people actually are criticizing you all the time behind your back. Yeah.
Exactly. Isn't it really nice?
It's so nice.
What a great idea.
Mm-hmm.
Well, on that note, are you guys ready for the next critic?
Hit me with it.
7. Democratic Control Of AI
My name is Claire Leibowicz, and I lead the AI and Media Integrity Program at the Partnership on AI. I keep coming back to something that I struggle with in my own reaction to your pieces. I found myself nodding when you both critique AI for being biased, persuasive, and sycophantic. But then I start thinking about how humans around me behave, and they do all these things, too.
So I'm wondering, are we ultimately critiquing AI for being too much like us? In which domain should we expect these systems to actually transcend human limitations, and are there others where it may be valuable for them to reflect our true nature? And most importantly, why aren't we spending more time figuring out who is best suited to decide these things and empowering them?
That last question is super important. I'm a big democracy guy, and I want there to be a public role in creating this AI future. I want people who have opinions about this stuff to talk about it online, yes, but also run for office and put together policy proposals, and then get into office and pass laws and regulations.
I got into journalism because I wanted to play my own role in that process of helping to inform people and then hopefully, in some very small way, influencing public policy. So that's my answer to that question.
Yeah, I agree with that. I want people from lots of disciplines to be weighing in on this stuff, not just by posting online and writing op-eds in the newspaper, but by actually getting into the process of designing and building these systems. I want philosophers and ethicists. I want sociologists and anthropologists advising these companies.
I want this to be a global, democratic, multidisciplinary effort to create these systems, and I don't want it to just be a bunch of engineers in San Francisco designing these systems with no input from the outside world.
Absolutely. If a bunch of people listen to the things that we and others talk about and think, “Man, I really don't like this AI stuff at all. I don't want it to replace anyone's job. I want to form a political movement and seek office and try to oppose that,” I think that would be awesome. We need to have that fight in public, and right now, far too few people are participating in that conversation. So I totally agree with that.
Now, let me address the other part of Claire's question, though, which is, are AI systems just a reflection of us? Here's where I think it gets problematic. If you have a human friend, sometimes they're going to be very supportive and nice to you. Sometimes they're going to bust your chops and criticize you. Sometimes they're going to give you really hard feedback and tell you something that you didn't want to hear.
This is not what AI systems do, and so where I get concerned is we're starting to read more stories about young people in particular turning to these chatbots to answer every single question, developing these really intense emotional relationships with them. I am worried that it is not preparing them for a future where they're going to be interacting with people who do not always have their best interests at heart.
Or maybe they could have an amazing relationship with someone, but this person is a little bit prickly, and you need to learn how to navigate them. So that is where I get really concerned: These systems, while they're unreliable in so many ways, are quite reliably sycophantic, and I just think that creates a bunch of issues that humans don't mostly have.
Yeah, and I think what I would add to that is that I don't want AI to mirror all of humanity's values, the positive and the negative. I want it to mirror the best of us, right? The better angels of our nature, as Abraham Lincoln said. I want that to be what these AI companies are striving to design—
As opposed to, say, Mecha Hitler.
Yes. Yes, because that is also a set of values that humans have. So sometimes when I hear people at these AI companies talk about aligning AI systems with human values, I'm like, “Well, which humans?” Because I can think of some pretty bad ones whose values I don't want to see adopted into these systems.
Yeah. Well, that's called woke AI, and it's illegal now.
All right. Rachel, let's hear from someone else.
Okay. This is the very last one. You guys are doing great. This final question comes from friend of the pod Max Read, who, of course, has the newsletter Read Max. I thought his question was really great because he's really interested in how you—
—think about discerning between what's hype and what's not, and how you trust your own instincts and where your confidence comes from. So let's hear Max.
Hi, guys. It's your old friend, Max Read. I was originally going to ask about Kevin's a cappella career in college, but my understanding is that the higher-ups at The New York Times won't allow me to ask such dangerous questions.
You bastard.
So instead, I want to ask you about AI by way of asking you about crypto. You guys were both pretty actively involved in covering the Web3 era, the crypto boom of the pandemic, NFTs, Bored Apes, all this stuff, and very little of that, despite the massive hype around it at the time, has really panned out as promised, at least as far as I can tell.
What I'm wondering is how you guys feel about that hype and about your coverage of that hype from the perspective of 2025. Are there regrets you have? Are there lessons you feel like you've learned? And especially when you look at the current state of AI coverage and hype, not just your own coverage but in general, do you think or worry that it falls prey to any of the same mistakes?
I want to caveat this question by saying the easy mode of this question is to just say the technology is totally different, so it's a very different thing. And I want to put it to you in hard mode, because I don't want to hear about how the tech is different. What I'm interested in is hearing about you guys and your work as journalists.
How do you approach this industry? How do you establish your own credibility? And how do you assess the claims being made by investors and entrepreneurs? Can't wait to hear the answer. Bye.
I love this question. What have I learned? To touch on the crypto piece without touching on the technology, here's what I'll say. Ultimately, what persuaded me in 2021 that crypto was really worth paying attention to was the density of talent that it attracted.
So many people I knew who had previously worked on really valuable companies were quitting their jobs to go build new crypto companies, and what I believed and said out loud at the time was it would just be really surprising if all of those talented people failed to create a lot of really valuable companies. In the end, they did not produce a lot that I did find valuable.
Although, as we've been covering on the show recently, crypto has not gone away, and thanks to the fact that the industry has captured the government, it is now more valuable than ever. So that is what I would say about that time in crypto. And I do think that some of that argument ports over to AI because, certainly, I also know a lot of people who quit their jobs working at social media companies, for example, who are now working on AI.
Here’s what I would say about hype and covering AI. I think that a good podcast about technology needs to do 2 things. One is to give you very grounded coverage of stuff that is happening right now. I’m thinking about recent months, when Pete Wells came on to talk about how chefs are using AI in their restaurants, or Roy Lee came on and talked about the cheating technology he’s building, or Kevin talked about what he’s vibe coding. I even think about the emergency episode that we did about DeepSeek, which I think actually was an effort to unhype the technology a bit while giving you a really grounded sense of what it was and why people were so excited about it.
So that’s one thing I think we need to do. The other thing I think we need to do is just tell you what the industry says is going to happen. I think it is important to get leaders of these companies in the room and just hear their visions because there is some chance that a version of it will come true.
So this is the thing that we’re doing when we bring on a Sam Altman or a Demis Hassabis or the founders of the Mechanized Company. You probably heard in our interview that I was not particularly impressed with that vision. But I think it is useful to the audience to hear what these folks think they are doing. Of course, we want to push back on them a bit, but I have always appreciated journalism that gives airtime to visions and lets me think about them and disagree with them.
That is how I think about hype in general. We want to tell you mostly what is happening on the ground, but we do want to tell you what the CEOs are telling us all the time is going to happen. Then we want you to interrogate the space in between—the space that we actually have to live in.
Yeah. I will say I feel pretty good about the way that I covered crypto back in 2021. There is really only 1 crypto story that I truly regret writing, and that is a story about this crypto company, Helium, that was trying to do this convoluted thing with crypto-powered Wi-Fi routers. I failed on that story. I failed to ask basic journalistic questions.
After the fact, we learned that Helium had basically claimed that it had a bunch of partnerships with a bunch of different companies, and I just didn’t call the companies to say, “Hey, is this company lying about being affiliated with you?” It didn’t occur to me that they would be so blatantly misleading me about the state of their business, and so I do regret that. I would chalk that up less to buying into crypto hype and more to not making a few more calls that would’ve saved me from some grief. The lesson I took from crypto reporting is that real-world use matters.
Mm-hmm.
So much of crypto and the hype around it consisted of abstract ideas, vague promises, and white papers. When you actually dug in and looked at who was using it and what they were using it for, it was criminals, speculators, and people trying to get rich on their Bored Ape collection.
So now, when I cover AI, I really try to talk to civilians using this technology about how they are using it. Whenever possible, I try to use it myself before I form an opinion on it. I think the crypto era was, in some ways, a traumatic incident for the tech journalism community. I think a lot of our peers, and maybe to a certain extent you and I, felt like we were duped, felt like we fell for something, felt like we’d wasted all of our time trying to understand and explain this technology and taking this stuff seriously, only to have it all come crashing down.
I worry that a lot of journalists took the wrong lesson from what happened with crypto. The lesson that I think a lot of journalists took was to be blanket skeptical of all new technologies, to assume that it’s all smoke and mirrors, that everyone is lying to you, and that it’s not really going to be worth your time to dig in and try to understand something. I see a lot of that attitude reflected in some of the AI coverage I see today.
While I take Max’s point that we should always be learning from our mistakes and from things that we swallowed too uncritically in the past, I think that, in some ways, what we’re seeing today with AI is overcorrecting on that point.
Yeah, I think that there is a bit of an overcorrection, but I also think that many journalists have just realized that what used to be a really small industry that mostly concerned itself with helping you print your photos and make a spreadsheet is now something much bigger and more consequential and has just been bad for a lot of people.
So it makes them hesitant to trust someone who comes along and says, “Hey, I’m going to cure all human disease.” I think a role that we both try to occupy in the AI journalism world is to say that we take seriously the CEOs who say they’re building something really powerful, and crucially, we think it will be powerful in bad ways.
Yes.
We want to talk to you about those bad ways, such as you may lose your job, or it will enable new forms of cyberattacks and fraud that you may fall victim to, or it will burn our current education system down to the ground so it has to be rebuilt from scratch. That one, maybe there will be some positive along the way.
But I feel like, week after week on this show, we are trying to show you ways in which this thing is going to be massively disruptive, and that gets framed as hype in a way that I just think is a little bit silly. In 2010, imagine I’d written a story about Facebook and how one day it would have billions of users, undermine democracy, and give a bunch of teenagers eating disorders. Would that have been hype?
Sort of. Would that have been accepting the terms of the social media founders and accepting their language around growth? Yes. But would it have been useful? Would I be proud that I wrote that story? I think so.
So I’m willing to accept the idea that you and I do buy into the vision of very powerful AI more than many of our peers in tech journalism. But the reason that we’re doing that is we want to remind you what happened the last time one of these technologies grew really quickly, got into everyone’s hands, and became the way that people interface with the digital world. It didn’t go great.
We already know that these companies are not going to be regulated in any meaningful way. The AI Action Plan is designed basically to ensure that. So, to the extent that we can play a positive role, I think it is just going to be in talking to people about those consequences.
If the consequence of that is that people say we’re on the side of hype, I will just accept the criticism.
Yeah.
Hmm. Well, thank you guys so much for doing this, and thank you also to our critics for taking the time to talk to me. I thought we could end by talking about whether you guys have any questions for each other. One of the big goals of this is to map where you guys stand relative to other thinkers, so I’m curious how your views on AI are actually different from each other.
I think I have longer timelines than Kevin does. I think Kevin talks about AGI in a way that makes it seem very imminent, and I think I’m more confident that it’s going to take several years—maybe more than several. Maybe this is a 5-to-10-year, or even 15-year, project. So I think that’s the main way that I notice disagreeing with Kevin.
I think that we also disagree about regulation and how possible or advisable it is to have the government step in and try to control the development and deployment of AI systems.
I think that you are informed by your years of covering social media and seeing regulators grapple with and mostly fail to regulate that wave of technology. But I think you are also a person who has a lot of hope and optimism about institutions and wants there to be democratic accountability for powerful technology. I share that view, but I also don’t think there’s a chance in hell that our present government, constructed the way it is and with the pace at which it is used to regulating things, can regulate AI on anything approaching a relevant timescale. I’ve become fairly pessimistic about the possibility of meaningful regulation of AI, and I think that’s a place where we differ.
I think we do disagree there because I think that we had the makings of meaningful regulation under the Biden administration, where they were making very simple demands, like, you need to inform us when you’re training a model of a certain size. There need to be other transparency requirements. And I think you can get from there to a better world.
Instead, we’ve sort of unwound all the way back to, “Hey, if you want to create the largest and most powerful model in the world, you can do that. You don’t have to tell anybody if it creates new risk for bioweapons and other risks. You don’t have to tell anybody. You can put it out in the world.”
Right now, there are many big AI labs that are racing to get the most powerful AI they can into everyone’s hands with absolutely no safeguards. So if you’re telling me that we can’t create a better world than that, I’m going to disagree with you.
Yeah.
Mm.
Go fuck yourself.
Well, thank God you guys disagree because it makes the podcast more interesting. And thank you guys, seriously, for doing this. I think, given how much of the AI conversation can feel really disempowering in this moment, one thing that gives me a feeling of a little bit more control is really trying to map out the debates—where people stand relative to each other—because it ultimately helps me figure out what I think about AI, where I think the future is going, and that's at least one thing I feel sort of empowered to do.
And that's what we want to do. Truly, we want everyone to come to their own understanding of where they sit at the various intersections of these discourses. I think Kevin and I identify as reporters first. We don't have all the answers. That's why we usually bring on a guest every week to try to get smarter about some subject, right?
So I think a really bad outcome for the podcast is that people think of us as pundits. I think of us as curious people with informed points of view, but we always try to be open to changing our minds.
Yes. Like a large language model, we aim to improve from version to version.
As we add new parameters—
Yeah.
And computing power.
Yes.
Yeah.
Before we go, a reminder that we are still soliciting stories from students about how AI is playing out on the ground in schools, colleges, universities around the country. We want to hear from you. Send us a voice memo telling us what effect AI is having in your school, and we may use it in our upcoming Back to School AI episode. You can send that to hardfork@nytimes.com.