Dave White Profile picture
Dec 22 20 tweets 5 min read Read on X
thought i'd try something new and do some of my sense-making around o3 in public

to start, it's been quite a shock. every conversation i had yesterday revolved around it. it affected my sleep.

probably some anomalies in oura data for certain SF neighborhoods last night.

1/
i think this @nickcammarata tweet was my first exposure to the news, so that colored the rest of my impressions

nick is obviously plugged into the community and has made good calls in the past, but loves to make bold claims, so it's worth tempering



2/
another resonant tweet was this one, retweeted by @polynoamial, who works on the project and who i trust not to be hyperbolic

these are the researchers on the ground who are making this happen, not pr shills

the people closest to the metal



3/
the vibe on my timeline, in my little bubble, is that the writing is on the wall for coders and specialist knowledge workers



4/
it seems like most of what we actually *know* is benchmarks

one thing i've taken as a truism in recent years is that benchmarks don't tell us much -- "just use the model"

but FrontierMath is particularly interesting because it's a 0 to 1



5/
so, what are these problems, exactly?

well, here's @littmath, the smartest person i knew in college, tempering enthusiasm by highlighting a few "easy" ones

i believe the claim is that it's mostly a case of pattern matching



6/
@littmath to start, i most certainly cannot pattern match these at all.

but, these days, if i wanted to tackle this problem... i'd ask o1.

let's give that a try and see what we learn.

7/
o1 falls flat on its face here -- or perhaps i should say, i do

after saying a bunch of stuff i am too ignorant to understand, i coaxed it to give me this python code, which returned... the wrong answer



8/colab.research.google.com/drive/1kdo_5p0…
looking at the answer to the problem, i also cannot understand it at all. it references something called the "Skolem-Mahler-Lech theorem." is this the "instant recognition" dan was talking about?

let's see if o1 can help me here...

9/
once again, the words i get back make no sense to me. i ask it to make me some new code and... again it doesn't work.

so, even with what appears to be a pretty big hint, if this was one of the problems o3 was able to solve, it's blowing me + o1 out of the water

10/
but, that was a "medium" problem. let's try an "easy."

again, o1 gets the answer confidently wrong, stating 5^18+1 instead of the apparently correct 5^18 + 6*5^9 + 1

when i gave it a hint and said there was a middle term of X * 5^9, it doubled down

11/ Image
it's possible there are much easier problems lurking in the test set, or i prompted poorly

but i'm inclined to say that, yes, this seems to represent a big capabilities increase

the big question on my mind: how would o3 (at $1k per pop) perform on *my* research questions?

12/
that's the zoomed in view. the zoomed out view is this one

it's one of ~ tens of equivalent plots we have all seen, which seem to indicate we are on an exponential curve

and we are pretty far out

13/

when i look at all this evidence, there is a part of me that is screaming, *screaming* that the implications are obvious

and then there's the part that refuses to believe it, because it's simply too big

i suspect this is where a lot of us are

14/
i guess this is what staggering cognitive dissonance feels like.

this meme, which i suppose is the evolution of the dog-drinking-coffee-while-his-house-burns, sums up the mood very well.

i suspect we'll be seeing a lot more of it.



15/
not much more to say tonight, but i expect i'll be processing this for a while, and perhaps will have more to say later.

sleep well if possible, friends.

16/
i missed the headline.

why are people calling o3 the singularity / fast takeoff?

they can feed those expensive test-time outputs back into training, so the next round of test-time outputs are even better.

if that works, it's just going to steadily keep getting smarter.

17/
i think often of a WWI anecdote from @HardcoreHistory

one declaration of war followed another, but those were just abstract words on paper. people lived their lives as normal, but permeated by a sense of unease and unreality.

describes the post-o3 mood pretty well.

18/
@HardcoreHistory in recent memory, it reminds me the most of february 2020.

i remember vividly a conversation i had where someone quite close to me told me they were sure covid was overblown precisely because too many people were raising the alarm.

19/
of course, i've felt this way more recently too

i remember hearing rumors about gpt4 before its release. somebody told me they asked to to code up a game of pong, and it worked. later i used a friend's early access and it explained lacan to me.

i felt a similar vertigo.

20/

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More from @_Dave__White_

Sep 13, 2022
Art Gobblers is a decentralized art factory owned by aliens.

As artists make cool art, Gobblers gains cultural relevance, making collectors want the art more, incentivizing artists to make cooler art.

It's also an on-chain game.

w @FrankieIsLost @transmissions11 @JustinRoiland
Art Gobblers are called Art Gobblers because they gobble art.

In particular, they eat art that artists draw using our draw tool and turn into 1/1 NFTs using in-game resources.

All the artworks a Gobbler eats belong to it on-chain and are displayed in its belly gallery forever. Image
Art Gobblers produce Goo tokens, which are used to produce the blank pages needed to make art.

Gobblers love the smell of their own Goo, so the more Goo they have in their Goo tanks, the faster they squirt out more new Goo.

Read 9 tweets
Sep 6, 2022
When NFT projects have a fungible token, the communities holding the NFT and the token often diverge over time.

@FrankieIsLost, @transmissions11 and I built a mechanism for @artgobblers to disincentivize this divergence and fix it when it happens anyway.

paradigm.xyz/2022/09/goo
Art Gobblers, from our upcoming NFT project @artgobblers, are NFTs that produce an Ethereum token called Goo, which they squirt out of hoses in the middle of their backs.

The more Goo a Gobbler has in its tank, the faster it generates more Goo.

This means the total Goo supply will increase faster and faster every day, starting at hundreds of Goo per day but eventually reaching billions and beyond.
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Jan 12, 2022
I've been working on a new ecosystem growth engine with @owocki.

@gitcoin Aqueduct incentivizes ecosystem development for your project with a single line of Solidity, and unbundles the work of protocol creation from the work of ecosystem support.

gov.gitcoin.co/t/gitcoin-aque… Image
To fill your Aqueduct, you transfer in some of your project’s revenue or inflation.

Initially, it will distribute these tokens to developers on your ecosystem automatically, creating and running quadratic funding rounds with no human intervention.

vitalik.ca/general/2019/1…
As your project grows and more assets flow into its Aqueduct, GitcoinDAO will begin to provide more and more high-touch ecosystem development services.

A $100K Aqueduct might include human-in-the-loop anti-fraud, while a $10M Aqueduct might come with a full-time support team.
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Oct 20, 2021
If you liked Squid Game, I've got great news for you 🦑

There's a whole "people forced to play high stakes games" genre, and it is AMAZING.

In this 🧵, I'll introduce you to my favorites and briefly analyze a game from each.

1/
First up: "Red light, Green Light" from Squid Game.

The rules of this game are simple: if you move while the robot is looking, you die.

No particular skill or intelligence is required to win. On the other hand, anything short of perfection is fatal.

2/
Players are completely stripped of agency.

They can either do what they are told when they are told to do it, as verified by an electronic surveillance system, or they can die.

As commentary on the effect increasing automation will have on our society, this is pretty grim.

3/
Read 17 tweets
Oct 6, 2021
I've been working on a new NFT primitive with @andy8052 and @danrobinson: RICKS (Recurrently Issued Collectively Kept Shards).

When you fractionalize an NFT into RICKS, the protocol mints and sells new RICKS every day.

All proceeds go to RICKS stakers.

paradigm.xyz/2021/10/ricks/
RICKS solve the reconstitution problem:

If you want to sell 25% of a plate of eight cookies, you can sell two of the cookies and still eat the remaining six.

On the other hand, owning 99.99% of an in-game asset may not entitle you to use even part of that asset in a given game.
When you fractionalize an NFT, you need to make sure there is always a way to reconstitute it, even if some holders refuse to sell.

Otherwise, all the fractions become valueless the moment somebody loses their private key.

The most common solution today is the buyout auction.
Read 6 tweets
Sep 14, 2021
I've been working on a highly speculative new NFT primitive: Martingale shares, or "Mortys."

Mortys represent fractional ownership of classes of NFTs.

They do not require buyouts or oracles, but instead rely on a random Martingale settlement process.

paradigm.xyz/2021/09/martin…
Imagine Alice owns an Ocelot from the Awful Hot Ocelots project.

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Ideally, she could sell 50%.
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However, her Ocelot is middle-of-the-pack, and she would have a hard time finding liquidity for it now or in the event of a buyout.
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