Article URL: https://geohot.github.io//blog/jekyll/update/2026/07/11/ai-2040.html Comments URL: https://news.ycombinator.com/item?id=48874200 Points: 69 # Comments: 29

I used to be one of these people. I read Yudkowsky and was like, OMG recursive self improvement hard takeoff AI is coming. Then I joined the real world and actually tried to do things. At comma, we ship a hardware product of similar complexity to a cell phone, and it’s really hard. Reality has lots of finicky details. I would like to see the authors of this document try to change a bike tire. Even with a superintelligent ChatGPT, I suspect they would struggle. In The Metamorphosis of Prime Intellect, the hard takeoff works because AI discovers the correlation effect, some quantum trick to manipulate matter. In reality, there is no correlation effect. No matter how high quality your tokens are, they cannot turn lead into gold. Confronting why these people are wrong requires confronting deep beliefs I hold about myself. Intelligence is not the end all be all, it’s just the current bottleneck for a few things. You cannot take over the world with tokens. Software didn’t eat the world, it largely removed one layer of friction then reintroduced it for the benefit of a few tech companies. That said, machines, or some hybrid, are long term probably the successor species to humanity. Space is a lot more suited for them than us. But there’s no magic tricks machines can do. They are subject to the same laws of the universe and ecology. And there’s still no hard takeoff. AI 2040 includes this picture of a datacenter in the ocean. Just like vaporware, you can generate a picture easily. But in reality, you have to deal with supply chains. You have to deal with them shipping you the wrong part, the thing not meeting the spec, it randomly failing after 20 minutes, the chip warping in the reflow oven. Did you consider the barnacles? All these things are managable, but it’s generally not the speed of humans that limits them. Are you paying for air shipping from China? Or cheaping out for the 3 week boat (Claude chanting by the engine won’t make the boat move faster). Or take a chip fab. It takes 3 months to make a chip, and humans are barely in the loop. It just takes 3 months. Many aspects of AI 2027 were self fulfilling. They weren’t statements about reality, they were statements that can simply be made true with belief. I imagine JD Vance’s face when Dario called him the trees from Lord of the Rings. OMG look AI got regulated just like how we said it would! Their crap Consortium is just world government with sci-fi characteristics. You aren’t gonna get the million dollars, you aren’t gonna get the datacenters in the ocean, but you are going to get a massively expanded nanny state that steals your GPUs like how FDR stole the gold. No hoarding!