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Dwarkesh Podcast · AI Research & Frontier Labs · September 2026
Offered against the argument that AI's modest economic impact so far is evidence the curve is flattening. His point is that a smooth underlying capability trend can still produce a sharp discontinuity in outcomes, because what matters is the crossing of the human band, not the slope.
Sorry, but do you think the discontinuity will be harder than anything that's come since 2012?
…off the global optimum are we? Do we have to go back and throw out gradient descent and neural nets in general? And I don't think if you continue to scale up the current paradigm and LLM. No matter how many LLMs you're running, they are capable of necessarily discovering that if it's too far away.
Yeah, the only hope really is if deep learning just can't get us to an AI which is at least can dominate human research and human development, including the human ability to come up with new paradigms and so forth. Or like, I don't know, maybe humans would also never have discovered the next learning architecture, but to the extent humans could have discovered it eventually. But it just seems like, I don't know, if you just look at the progress that's happened in 2012 till now, and you just continue that on. I mean, I know if that's been powered by huge amounts of compute scaling and so forth, but it would be weird if like it just didn't get to the point where it could dominate humans, at least in RD, especially over the next few years, there's going to be. Ryan Greenboff was on the podcast recently, and he made this point that you could imagine as AIs get more and more capable and are capable of making progress on simulations which incentivize getting better at not only AI RD, but generally at science. So this is a thing that all the labs are targeting, many startups are targeting. Or another intuition pump is if you look at the ELO score of chess bots since the 80s, there's just like a very linear…
Yeah.
Yeah, I mean, I agree. It would be very, I mean, the only way for this to not happen is if like, as you said, somehow asymptote just before basically, because we're already pretty close, in my opinion, to like where we'll start crossing the human ELO score and say, we'll need to asymptote before…
Yeah, I think there's different kinds of research. There's like research where it's like the order research style where the objective is already specified very cleanly and you're optimizing that objective. And I think everyone is picturing if we continue along this path of like, you know, making…