šŸ  What Did Ilya See?

OpenAI's secret breakthrough

Gm. Happy belated Thanksgiving, and happy Black Friday! This year, Iā€™m grateful for a few things. My health, my girlfriend, Aldi, and, of course, all of you for continuing to tune in newsletter after newsletter. Without you, I wouldnā€™t have a jobā€¦literally.

šŸ  AI

OpenAIā€™s Q*

I intentionally avoided an OpenAI lead story on Wednesday, but much like Sam Altman, we are so back.

This story is just too good to pass up.

The big mystery surrounding Samas firing was always ā€œwhy?ā€. Why fire the face of your company with no warning right before youā€™re about to raise a boatload of money? Unfortunately, the board decided to go zero-dark thirty and keep their reasoning private.

However, it appears we now have some answers.

According to reports, OpenAI had developed a model known as Q* (Q-Star) which was able to solve basic math problems it had not seen before. This was something that models were not able to do before because math isnā€™t like writing. You canā€™t just predict the next word. You have to be able to reason your way to the answer.

So, Q* is a model with at least some elementary ability to reason. Which would add some context to comments Sama made recently:

Couple that reasoning breakthrough with OpenAIā€™s ability to predict how intelligent a model will be based on compute, and you can at least begin to form a roadmap for AGI.

If youā€™re a little bit freaked right now, youā€™re not alone. Some of OpenAIā€™s researchers were as well, so they sent a letter to the board which pretty much said ā€œholy crapā€, and next thing you know Sama is out of a job.

Is this really the breakthrough that leads to AGI? I have no idea, but Iā€™m pretty confident with Sama back at the helm and more powerful than ever, weā€™ll find out sooner or later.

Survey Says: Betting marketsĀ have the date for AGI as February 10th, 2031. Thatā€™ll be an interesting Valentineā€™s Day.

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