递归自改进与科学发现的上限:人工智能的未来蓝图 The MAD Podcast with Matt Turck 2026-09-10

序言:递归自改进与科学发现的上限

Richard Socher: 只要你能模拟的事物,AI 就能够解决。而在不知不觉中,你就会进入这种递归自改进(Recursive Self-Improvement)的循环之中。我们深信,这将是一次巨大的能力释放。天哪,我们现在距离任何智能领域的真正上限都还极其遥远,AI 能够达到的高度还有非常广阔的空间。

Original English

Richard Socher: Anything you can simulate, AI will solve. But before you know it, you're in this recursive self-improvement loop. And we believe that that will be a great unlock. Boy, are we far away from the true upper bounds of any of the spaces of intelligence and there's still so much further that AI can go.

Matt Turck: 大家好,我是 Matt Turck。欢迎回到 Matt 的播客节目。今天我的嘉宾是 Richard Socher,他是人工智能领域被引用次数最多的学者之一。而现在,他正处于 AI 圈内所有人突然都在热议的核心概念之中——递归自改进,也就是让 AI 来打造更优秀的 AI。Richard 刚刚为 Recursive 筹集了 6.5 亿美元,这家公司的创立正是为了践行这一目标。他的新书《尤里卡机器》(The Eureka Machine)也是一份引人入胜的蓝图,描绘了 AI 和 RSI(递归自改进)将如何彻底革新科学研究。请大家尽情欣赏我与卓越非凡的 Richard Socher 的精彩对话。

Original English

Matt Turck: Hi, I'm Matt Turck. Welcome back to the Matt podcast. My guest today is Richard Socher, one of the most cited researchers in AI and now at the center of the term everyone in AI is suddenly talking about, recursive self-improvement, AI that makes better AI. Richard just raised $650 million for Recursive, a company built to do exactly that. And his new book, The Eureka Machine, is a fascinating blueprint for how AI and RSI are about to revolutionize science. Please enjoy my conversation with the always excellent Richard Socher.

科学停滞假说:知识从整体走向迷宫

Matt Turck: 嗨,Richard,欢迎回来。

Original English

Matt Turck: Hey Richard, welcome back.

Richard Socher: 很高兴再次来到这里。感谢你的邀请。

Original English

Richard Socher: Great to be back. Thanks for having me.

Matt Turck: 好的,我们今天有很多内容要聊。我们会探讨递归智能,会聊到 Recursive 这家公司。但首先、也是最重要的一点,我们可能要先聊聊你的新书《尤里卡机器》。我非常有兴趣地读完了这本书,并强烈推荐大家阅读,我相信它会在几周后正式出版。这本书开篇就提出了一个许多人觉得既意外又震惊的前提假设,那就是——科学进步的速度实际上已经放缓了。考虑到全球有如此众多的科研人员,以及投入到该领域的庞大资金量,这一论断显得非常反直觉。为什么会这样呢?

Original English

Matt Turck: All right, so lots to catch up on. We're going to talk about recursive intelligence. We're going to talk about Recursive the company, but first and foremost and most importantly perhaps we're going to talk about your new book entitled The Eureka Machine, which I read with great interest and would strongly recommend, coming out in a couple weeks I believe. The book opens with a premise that I think a lot of people find surprising and shocking, which is this claim that scientific progress has slowed down, which feels counterintuitive given the number of researchers we have around the world and the sheer amount of money that goes into the space. So why is that?

Richard Socher: 是的,这确实是一个有些令人意外的事实。你可能会反驳说显然不是这样,我们在那么多不同的事物上都取得了进展。但当你仔细思考一下,我们在抗生素领域取得了多少根本性进展?细菌感染曾经等同于死刑判决和瘟疫,如今却变成了普通的小麻烦。我们现在针对几乎所有不同的细菌都有抗生素,我们确实彻底攻克了这个问题。然而显而易见,我们并没有像解决细菌感染那样攻克病毒或癌症。再想想那些奠基性的全新突破,比如 $E=mc^2$ 和广义相对论,我们在物理学的许多基础理论上也显然没有取得类似的突破了。那些真正奠基性的发现,在字面意义上直接引向了核能、核聚变与核裂变,以及其他在概念层面得以开展的研究。

很多学科的发展轨迹都是如此:我们起初理解了一些基础性的构件,随后便能进行大量的工程化应用;但与此同时,这些学科也分化成了数以千计的子领域。如今,想要成为那种能在所有不同领域涉猎游刃的通才天才是几乎不可能的,因为每一个领域都需要耗费数年、数十年才能真正深入。因此我们发现,随着子领域和细分方向越来越多,每个细分领域实际上很难有足够的人力去覆盖。斯坦尼斯瓦夫·莱姆(Stanisław Lem)等人都曾探讨并预言过,这将是导致我们科学发展放缓的一个主要原因。

Original English

Richard Socher: Yeah, it's a somewhat surprising fact and you may argue clearly not, like we're making progress on so many different things. But when you think about, you know, how much progress have we made on antibiotics? Like bacterial infections went from like a death sentence and the plague to like a nuisance. Like we now have antibiotics for almost all the different bacteria and we truly solved that. And like we have clearly not solved viruses or cancer the same way we solved bacterial infections. When you think about foundational novel things like E=mc² and general relativity, we clearly have not made progress on many theories in physics either. When it comes to such foundational things that then literally led to nuclear energy and fusion and fission and other kinds of research that could be conceptually done. And so a lot of the fields have kind of gone through from we understood some foundational pieces to we can now do a lot of engineering, but they've also split up into thousands of different subfields. It is almost impossible nowadays to be the sort of general genius that can dabble in all of these different fields because each field takes years and years and years to get really deep into. And so what we found is that as there are more and more subfields and niches, it's actually hard to have enough people in each of these subfields. And Stanisław Lem and others have talked about that and predicted that that will be a big part of why we're slowing down.

Matt Turck: 是的,你在书里用了一个非常精彩的表达。你谈到我们是如何从一个“知识的整体”(a body of knowledge)演变成了一个“知识的迷宫”(a labyrinth of knowledge)。全球拥有 34,000 种学术期刊,它们简直就像是竖着一块块“闲人免进”的警示牌一样。

Original English

Matt Turck: Yeah, you have a great expression. You talk about how we evolve from a body of knowledge to a labyrinth of knowledge. 34,000 journals that might as well have "no trespassing" signs.

学术体制与跨学科壁垒

Richard Socher: 确实如此。现在甚至仅仅去理解各个领域的专业行话都极其困难。我自己就经历过这种过程:起初我学习语言学,随后转向计算机科学;而过去几年里,我在工作之余一直在尝试学习生物学。事实就是,每次你和生物学家交谈,聊了大概十句话之后,他们就会说出一大堆你完全不熟悉的缩写和专业术语,以至于大多数人在听了一会儿之后就直接走神了。因此,要把极其复杂、深奥的领域向一个不身处其中的外行解释清楚,是非常困难的。

Original English

Richard Socher: That's right. Yeah. It's so hard to like even understand all the lingo. And I've gone through this myself. First when I started studying linguistics and then computer science, but now that I'm sort of trying to study and have studied now over the last few years sort of on the side biology, it's like man, every time you have a conversation with biologists, like 10 sentences in, they're just telling you so many abbreviations and terms that you're not familiar with that most people after a while just space out. And so it's really hard to describe and explain very complex deep fields to someone who hasn't been in.

Matt Turck: 你在书中也提到,这其中还存在某种社会与人性层面的因素——在学术界,体制并不一定会鼓励人们去承担风险,而这恰好也与你自己的亲身经历高度契合。

Original English

Matt Turck: You also mentioned that there is some level, like kind of like social human element to this, where in academia you're not necessarily encouraged to take risks, and that goes to your own experience as well.

Richard Socher: 是的,完全是百分之百如此。人们做学术研究时的职业晋升机制往往是这样的:你希望展现出一定的创新性,但如果你过于超前、标新立异,你的论文就会被无情拒稿。在早期阶段,这确实频繁发生在我身上。比如在 2010 年左右,当我将神经网络应用于自然语言处理(NLP)时,我最早的几篇核心论文绝大多数都被主流 NLP 会议拒之门外,只能被接收在一些极其边缘的小众研讨会和专题组里。我至今依然清晰地记得早年在 NIPS 举办的第一届深度学习研讨会,当时全场基本上只有三四十个人。虽然那些人如今都成了超级知名的学术巨擘,但当时我们不过是一小群被视为异端的叛逆者,坚信这显然是前进的正确道路。

我们来自不同的研究方向:有些人认为特征工程(Feature Engineering)并不是解决问题的正确途径,特征学习(Feature Learning)才是激发我们探索的核心动力;有些人则深受神经科学的启发。正是这种不同学科之间的交汇碰撞,诞生了有趣的研究,但在最开始的时候,想要在主流顶级会议上发表论文往往非常艰难。

Original English

Richard Socher: Yeah, 100%. Like people often, you know, the way careers work is you want to be kind of novel, but if you're too novel, if you're too far out there, then your papers will get rejected. And that certainly happened to me a lot in the early days, like 2010, of neural networks for natural language processing, where the majority of my first couple papers got rejected from NLP conferences when they got accepted in like some small subniches and subgroups. I still remember the first sort of deep learning workshop at NIPS back in the day now, that was basically like 30, 40 people, all the now super famous folks, but it's just like a couple of us renegades who thought that this would clearly be the right way of going about it. And we came from different directions: like feature engineering seemed like not the right path to doing things, feature learning was a big part of what got us started; some were neuroscience inspired. And it was again that sort of combination of different fields that was, you know, at that intersection where it's interesting, but also often hard to publish well in the beginning.

Matt Turck: 好的,太棒了。那么总结一下,其根本原因在于各个角落的知识体量都过于庞大,哪怕是身处领域内部的人,也很难被鼓励去走得足够远、去提出大胆疯狂的想法,而真正的挑战在于如何将所有这些碎片重新整合起来。所谓“文艺复兴时期的全才”,在当时只需要面对相对较小规模的知识体系,因而能够提出跨学科的深刻见解;但在今天,这已经不再可能了,对吧?

Original English

Matt Turck: Okay, great. So to play it back, it's fundamentally that idea that there is too much knowledge everywhere, even people within the field aren't encouraged to go super far and to come up with crazy ideas, and the challenge is to bring everything back together. So the Renaissance men, so to speak, had only a small body of knowledge and therefore were able to come up with cross-disciplinary insights, but this is no longer possible. Right.

Richard Socher: 完全正确。再举一个生物学里的绝佳例子:你现在无法研究整个生物学了,你要么专门研究细胞层面的生物学,要么研究组织与医学层面的生物学,要么研究生物化学层面,要么专门研究蛋白质层面。如果你向一位生物学博士请教另一个层面的深度问题,他们往往也同样一无所知。

Original English

Richard Socher: That's exactly right. Even like a good example again in biology is that you study not all of biology anymore. You study either biology at the cell level, or the tissue sort of medical level, or the biochemistry level, or the protein level. And if you ask a PhD in biology about like a deep question in one of the other layers, they often sometimes don't know either.

AI:重新织合复杂系统的通用语言

Matt Turck: 很好。整本书的核心立论在于,AI 正在引领——或者说正处于引领——科学进步全新范式的进程之中。能否请你先为我们梳理一下这个宏观的核心构想?

Original English

Matt Turck: Great. All right. So the premise of the whole book is that AI is about to usher, or in the process of ushering, a whole new paradigm of scientific progress. So just walk us through the high level idea.

Richard Socher: 我非常喜欢这个核心构想:科学在理解越来越细微的微观组成部分方面已经变得极其擅长,但要将这些微观碎片重新自下而上地汇聚、交织在一起,我们实际上必须借助 AI。AI 之于生物学的意义,正如微积分之于物理学的意义一样——它将帮助我们把构建这些复杂系统的无数微观组分重新编织在一起,从而显现出系统所具备的特定性质。

具体来说,例如人体微生物组或我们的大脑,它们包含着繁多各异的组成部分。我们实际上对许多单个神经元已经了解得非常透彻了——比如知道这个神经元分布在哪些突触上、它是如何放电的等等,以及底层的化学机制(而在许多神经模型中人们至今仍经常忽略这些化学过程)。然而,当我们把越来越多的神经元组合在一起时,我们就完全无法理解整个大脑为何能够产生思想,或者为何能够执行某些特定的行为了。

我认为,AI 恰恰是描述和思考这些复杂系统的完美语言与理想方式。AI 展现出的某些模式,有时甚至复杂到让我们人类难以直接理解;但无论如何,去理解和研究一个人工神经网络,永远要比直接研究原始的生物系统容易得多。

因此,当你把所有这些结合起来——稍后我会详细阐述《尤里卡机器》的具体架构、它的四大支柱等等——并且审视各个不同领域的数据,从物理、化学、生物学、神经科学、医学,到经济学、天体物理学等等,当你纵观所有这些层级,看到每个领域中涌现出的无数微小改进时,你就能据此推断出:AI 必将开启这个全新的科学时代。

现在依然有相当一部分人仅将生成式 AI 视为下一个 Token 的预测器、一个聊天机器人,或者一种处理自然语言的工具。但在此处,我们的论断截然不同:它是用来预测蛋白质结构、洞察复杂规律的革命性工具。

Original English

Richard Socher: I love the idea is that, you know, science has gotten really good at understanding smaller and smaller pieces, but to bring them back up and bring them together, we actually have to use AI. And AI is kind of what calculus did for physics, AI will do for biology in the sense that it'll help us weave back together lots of very complex pieces that build these complex systems that then have certain properties. So concretely for instance, your microbiome or the brain, they have so many different pieces and we actually understand many of the individual like neurons: okay, this neuron is at these synapses and this is how it fires and so on, and this is the chemistry which often people still ignore in a lot of neural models and so on. But then as we put more and more of them together, we stop understanding why the whole brain can now have a thought or, you know, do certain things. And I think AI is the perfect language, the perfect way of thinking about some of these complex systems, and has the ability to also exhibit sometimes patterns that are almost hard for us to then understand. But of course it's always easier to understand and study a neural network than it is to study the original biological system. And so I think when you put all these together—and I'll talk about sort of the details of the Eureka machine and its four columns and so on—and you look at the data, you look at sort of different fields, everything from physics, chemistry, biology, neuroscience, medicine, economics, astrophysics, and so on; you look at all of these levels and you see so many small improvements in all of them that can help you extrapolate that AI will usher in this new age. There's still a good number of people out there that think of generative AI as a next token predictor, as a chatbot, as something for language. Here the claim is very different. It's predicting protein structures.

大语言模型与科学发现的底层相通性

主持人:那种擅长成为世界上最顶尖聊天机器人的底层技术,是否同样也能擅长推动科学发现?

Original English

Interviewer: [Is the] technology that's good at being the best chatbot in the world also good at scientific discovery?

嘉宾:我认为这在很大程度上是非常反直觉的。我很高兴你提到了这个问题,因为如果你去问一位生物学家,我们是否能在未来拥有一个能够预测诸如衰老这样高度复杂的生命机制,或者预测各种不同癌症机制的模型,他们通常会告诉你:不可能,这至少还需要几十年的时间。

类似地,在十年或二十年前,自然语言处理(NLP)领域的研究人员也会斩钉截铁地告诉你,想要构建一个能够回答任何类型问题的单一神经网络是绝无可能的。事实上,大家至今都可以在 OpenReview 上查到我当年的那篇论文。在论文中,我提出了类似提示工程(Prompt Engineering)的思想,即构建一个只需输入提示即可回答任何类型问题的单一神经网络,名为 decaNLP。然而,那篇论文当时遭到了几乎所有审稿人和领域主席(Area Chair)的强烈拒绝与否定。他们认为这种做法毫无意义、赛道过于拥挤且在逻辑上根本说不通,甚至搬出理由说连人类都没有一个能够回答所有不同类型问题的单一通用系统。

当年被学术界视作极度不合常理、不可思议的事物,如今却变得理所当然,以至于现在的人们甚至觉得提示工程根本算不上什么发明,因为它是如此显而易见。而在不同的科学领域中,我们一次又一次地目睹了这种认知的演变。现在大家开始意识到,我们其实不必真正完全理解每一个细节,也不需要为翻译或问答的方方面面都制定一套完美的硬编码规则。类似的范式转变,我们在蛋白质语言的研究中已经切实见证到了。

蛋白质本质上就是氨基酸序列。在人类的漫长演化历程中,没有任何人接受过演化上的训练去学会“说”蛋白质的语言。但对于人工智能来说,它其实根本不在乎输入的是英语自然语言,还是一串氨基酸序列。因此,就像 AI 可以生成训练数据中从未出现过的全新句子组合一样,你现在也能够利用它生成前所未有的全新蛋白质种类。

当你把这种思路进一步推广到化学乃至更底层的分子结构时,你会发现其核心逻辑是一脉相承的:面对极度复杂的系统,只要拥有海量的数据,模型就能够做出极为有价值的预测,并且能在整体空间中进行比任何人脑手动探索都更为出色的搜索。这印证了“下一个词元预测”(Next-Token Prediction)是一个极其优美而又精妙简洁的思想,它能够自然而然地将几乎任何领域的深层知识融会贯通。

Original English

Guest: I think it's quite counterintuitive. So, I'm glad you asked because if you ask a biologist if we'll have a model that can predict something as complex as aging or general like different cancers and so on, they'll say no, this is like decades out. And in a similar fashion, 10-20 years ago, natural language processing researchers would have told you that it is impossible to build one neural network that could answer any and all kinds of questions. In fact, you can find this online on OpenReview, my paper where I described prompt engineering like one neural network that you can just prompt with any kind of questions called decaNLP. That paper was wildly rejected by basically all the reviewers and the area chair and so on as just completely useless, like too crowded, made no sense. Not even humans have one system to answer all these different kinds of questions. And so it was something that's so obvious now that people can't even invent prompt engineering because it's so obvious. It was like such a non-obvious thing to the field.

And so we've seen that time and time again throughout different fields. But now I think once you showed that we didn't have to actually truly understand and have perfect rules for every single aspect of translation or question answering, we will see similar things and have seen already in, for instance, the language of proteins. So you have just sequences of amino acids. No human has been sort of evolutionarily trained and has learned to speak the language of proteins. But just like the natural language of English and so on, AI doesn't really care if it's English or a sequence of amino acids. And so you can now generate completely new kinds of proteins like you can generate new kinds of sentences that have never been in that combination in the training data.

And I think when you now apply similar ideas to chemistry and even lower levels such as molecules, you'll see that that idea—that you have very complex systems that with a lot of data can then make very useful predictions that explore the overall space better than any human could have manually—that helps you then say, okay, this next token prediction is such a beautiful yet simple idea that incorporates knowledge about almost any domain.

下一个词元预测如何构建世界模型

主持人:这是因为其中存在着某种“世界模型”的概念——我知道这个术语有着非常严谨的技术定义,我在这里的使用可能不够严密——但正是这种内置于系统中的世界模型概念,赋予了系统预测下一个词元的能力。我记得你在书中举过一个关于“从德累斯顿向南驱车”的绝妙例子,能否详细拆解一下这个逻辑?

Original English

Interviewer: Because there is a concept of world model—and I realize that term has a precise meaning that I may not be using precisely here—but a concept of world model that's built into what enables the system to predict the next token. I think in the book you have a lovely example about driving south from Dresden. Maybe unpack that.

嘉宾:是的。下一个词元预测为什么会如此强大?设想一下,如果你想建立一个能够理解世界地理以及每一个城市具体方位的模型。既然我们现在身处纽约,那我就用纽约来举例吧。

Original English

Guest: Yeah. So next token prediction, why is it so powerful? Imagine you could try to have a model where you understand the world's geography and where every city is. And here we're in New York so maybe I'll use a New York example.

主持人:比如向南驱车前往新泽西。

Original English

Interviewer: Driving south to New Jersey for example.

嘉宾:对,比如往南开去普林斯顿之类的某个地方,或者往北开去波士顿。仅仅是通过尝试去预测下一个词元,模型在训练过程中就会不断遇到类似这样的文本:“噢,我当时在纽约,正一路向北开往……”此时下一个词元有可能是“耶鲁”,但大概率更可能是“波士顿”,而且目标城市的规模越大,其出现的概率往往也就越高。

于是,仅仅为了预测“我在纽约向北开往……”这句话的下一个词(也就是“波士顿”),模型就在客观上吸收并内化了关于地理分布与城市空间位置的现实知识。当你把这样的预测任务重复进行数十亿次、乃至当今数万亿次,并在尽可能庞大的数据规模上进行训练时,模型实际上就已经把海量的地理常识与世界结构知识完整地融入到了权重之中。

类似的情况也发生在其他科学场景中。很多人都对蛋白质折叠有所了解。当蛋白质发生折叠时,某些氨基酸残基在折叠后的三维空间物理距离上彼此非常靠近,但在原始的一维线性氨基酸序列中,它们之间的距离可能十分遥远。研究表明,当你去深入分析一个仅经过“下一个词元预测”训练的神经网络时,你会发现:仅仅通过预测序列中的下一个词元,模型内部表征就已经捕捉到了那些在三维物理折叠空间中相互靠近的关联模式。

因此我们基本可以确定,在大规模特定垂直领域数据上训练的大型神经网络,仅仅通过预测序列中的“下一个词元”,就能自发吸收并构建该领域的深层结构知识。对于非技术背景的朋友来说,所谓的“词元”(Token),既可以指一个英语单词,也可以指单词中的某个子词片段(即构成单词的字符序列);而在其他领域中,一个词元既可以代表一个氨基酸,也可以代表图像、视频中的一组像素块,抑或是音频信号中的一个切片片段。世间万物在本质上都可以被词元化,也就是被离散化并映射为词表中可供模型预测的一个个词元。

Original English

Guest: Yeah. To Princeton or somewhere, or north to Boston. And so basically just by trying to predict the next token, you will stumble upon sentences where someone somewhere wrote like, "Oh, I was in New York and I was driving north too, right?" And now it might be Yale, but maybe more likely it's Boston, right? And the more likely it is probably the bigger the city is. And so you now incorporate, by trying to predict the next word in that one sentence, "I was in New York driving north to...", that next token being Boston. Now you predicted something about geography and locations of cities.

And so by virtue of doing that billions and billions of times, in fact trillions of times nowadays, basically as much data as you can, you actually incorporate knowledge about geography in that. And what we're seeing in very similar fashions: A lot of people are familiar with protein folding. When proteins fold, some proteins are actually closer to each other in 3D space than they would be in a sequence of these folded proteins. And it turns out that you can analyze the neural network that was trained to do next token prediction, and you see that indeed the ones that are closer in physical space after being folded, the neural network just by doing next token prediction is also like has those correlations.

And so we basically know that large neural nets trained on very large specific domains will incorporate the knowledge of that domain just by trying to predict the next token, quote-unquote, in a sequence. And token for the nontechnical folks means it can mean an English word, it can mean a subphrase of an English word just like sequence of characters that together make up a word, but a token can also mean a protein, it can also mean a piece of few pixels in an image or in a video or in a piece of sound. So everything can be kind of tokenized, basically discretized into a set of vocabulary tokens that are then able to be predicted.

语言类比的局限与科学重组创新的前景

主持人:顺便提一句,当一个人的美东地理认知是“纽约往南是普林斯顿,纽约往北是耶鲁”时,你就知道你面对的是一位极其卓越顶尖的 AI 科学家了[笑声]。不过话说回来,当我们隐含地假设这种语言模型机制可以无缝套用到物理、生物等各个基础学科时,这种类比是否存在某些失效或难以成立的边界?

Original English

Interviewer: By the way, if I may, you know you're talking to an extraordinarily accomplished AI researcher when your sense of East Coast geography is that what's south of New York is Princeton and what's north of New York is Yale. [laughter] Is there a part of the analogy that breaks down if you have this implied idea that across physics and bio and what have you, this language does that truly translate as an analogy?

嘉宾:在某些层面上,这种类比确实会让人感觉有些别扭,或者显得过于简化了。常言道:“所有模型都是错的,但有些模型是有用的。”事实也的确如此。比如我们深知蛋白质绝不仅仅是一串简单的一维序列,它们拥有复杂的三维立体构象。但令人惊叹的是,这种将一切视作序列预测的类比居然能被推进到如此深远的程度。即使在化学领域,分子内部存在着各种环状和复杂连接结构,但只要我们有一种标准化的方式将分子描述为线性序列或字符串,基于此建立的模型就能对化学研究的众多方面产生巨大的推动作用。

所以,这套方法论确实是一种高度的简化,也确实印证了“所有模型都是错的”,但这套特定的序列模型对于所有自然科学领域而言都展现出了非凡的应用价值。当然,接下来人们往往会进一步争论:这类模型所产生的想法,其真正的原创性与新颖性到底有多高?

而事实的真相是,在几乎所有的科学研究中,人类都是站在巨人的肩膀上前进的。仅仅是对现存各种不同学术构想进行聪明的重新组合与探索,就已经能够带来不可思议的巨大突破。在许多前沿方向上,我们已经在局部细分领域攻克了大量的基础模块,而将这些分散的基础构件重新交织融汇在一起,就能激发出极其惊人的进展,尤其在生物学领域更是如此。

此外,我们还可以去考察这些模型在提出全新构想方面的实际表现。在这方面,学术界已经有了真实的先例:研究人员让 AI 先进行头脑风暴构思假说,几个月后,其他科研人员发表的顶刊论文中竟然采用了完全相同的核心思路。我们在 Recursive 的联合创始人之一 Jeff Clune 就曾发推分享过好几起类似的真实案例——他利用演化算法生成的全新科学设想,后来被其他学者在正式论文中独立提出并发表。因此显而易见的是,在很多实际场景中,模型已经跨过了“新颖性”的门槛。

那么,它现在能否推导出一套审视宇宙的全新颠覆性理论?能否直接证明或证伪目前存在的众多弦理论假说?这当然还需要未来持续的研究与探索。但我认为,仅仅依靠现有的技术框架,随着我们为其注入更多的高质量数据和更庞大的算力支持,我们当下就已经有能力去攻克大量的疑难疾病,已经有能力去干预并逆转衰老的诸多关键机制,已经有能力去设计出更出色的核聚变反应堆与控制系统,也已经有能力去创造出前所未有的新型材料;你甚至可以用它来辅助解决经济学中的复杂决策问题,比如在设定了特定的宏观调控目标或奖励函数后,精确评估该对哪些特定群体征税或发放补贴。所有这些突破,在当今的技术条件下其实都已经……

Original English

Guest: So there are clearly some places where it feels weird, like it feels oversimplified, and you could clearly say like all models are wrong, but some are useful. And that's also true—like we know proteins aren't just sequences, they have a 3D structure for example, but it's surprising how far this analogy is being able to be pushed. Like even in chemistry, you know, you have like various loops within molecules, but somehow if there's just like a standard way of describing molecules as a sequence, as a string, and using that is very helpful for a variety of different aspects of chemistry too.

So yes, it's oversimplified, yes, all models are wrong, but this particular set of models is quite useful for all the different sciences. And then of course you can go into arguing, "But how truly novel can ideas be from some of these models?" And the truth is that like in almost all of science we stand on the shoulders of giants and just exploring the recombination, the clever combination of all the different ideas that are already out there will lead to incredible progress. Like we have a lot of the foundational pieces figured out in small pieces, like the smaller sort of subsets, but to weave them back together will lead to incredible progress, especially in biology.

And then you can also explore how well these models can create novel ideas. And there we also have real examples of researchers having had an AI ideate and then a few months later people publishing a paper with essentially the same idea. Jeff Clune, one of our co-founders at Recursive, has tweeted about several such things happening where he had novel evolutionary ideas or evolutionary algorithms create ideas that later have then been published also by people. So clearly the novelty threshold has been met in several cases.

Now will it derive like a completely novel way of looking at the universe? Maybe be able to disprove or prove any of the many string theories that are out there and things like that? There's still some research that has to be done. But I'd argue that, you know, we can with existing technology and giving it more data and more compute, we can already cure a lot of diseases. We can already cure many of the aspects of aging. We can already build better fusion reactors and systems. We can already create new materials. You can already help with economic questions of how much to tax or subsidize certain populations if you have a certain objective or reward that you're looking to achieve inside your economy. All of these things are already...

递归自我改进与模拟验证机制

Host: 我原本打算稍后再讨论这个想法,但既然我们已经聊到这里,而且这是一个如此引人入胜且处于整个讨论核心的概念,那我们就深入探讨一下。正如我们谈到的递归自我改进(Recursive Self-Improvement, RSI),最大的疑问之一始终是创造力以及跳出常规思考(think out of the box)的能力。大家经常谈论围棋中的第37手(Move 37)——那是当时在围棋比赛中没人预料到的一步棋,并最终让 DeepMind 的模型击败了李世石。这背后能发生或不能发生的机制究竟是什么?我们理解这一点吗?抑或正是因为我们不理解它,才导致我们认为 AI 无法拥有它应有的创造力?

Original English

Host: within our grasp. >> I was going to visit that idea later, but like since we're on it and it's such a fascinating concept and so central to the whole discussion, let's double click on it. So indeed, as we talked about recursive self-improvement (RSI), one of the big questions has been creativity and the ability to sort of think out of the box. And you know, you also hear people talk about Move 37, which was the move in Go nobody expected and that enabled the DeepMind model to beat Lee Sedol. What is the mechanism by which this can or cannot happen? Do we understand that, or is precisely the fact that we do not understand it the reason why we don't think AI can be as creative as it could be?

Guest: 我认为我们基本上可以预测 AI 在哪些领域必然会具备超越人类的能力(superhuman capabilities)。那些场景和领域无一例外都满足一个条件:我们要么拥有模拟环境(simulation),要么拥有验证工具(verification tool)。任何我们可以进行模拟的领域,本质上都会创造出这样一个世界——AI 可以在该模拟环境中进行无限次实验。假设这种模拟每次运行并产生有用结果并不需要耗费数年时间,那么你就知道自己一定能解决该领域的问题。

Original English

Guest: >> I think we can basically predict where AI will certainly have superhuman capabilities. And those are all scenarios and all domains where we can either have a simulation and/or a verification tool. Any kind of domain that we can simulate will basically result in a world where the AI can essentially infinitely many times experiment inside that simulation. And assuming the simulation doesn't take, you know, years to run every time you want something useful from it, you then know that you can solve the problems in that domain.

Guest: 因此对于所有的棋类游戏,我从不感到意外 AI 最终且很快就会比我们更擅长,尤其是那些信息完全公开的游戏(perfectly visible games)。这类游戏没有隐藏变量——不像扑克牌那样你看不到别人的手牌,而在国际象棋和围棋中,你能看到一切,所有信息都摆在棋盘上。虽然棋盘上的状态组合极其庞大,无法单纯通过暴力穷举来赢得比赛,但只要拥有足够的训练数据,AI 也能通过自我对弈数百万局来学习其背后的直觉。在这种情况下尤其简单,因为 AI 可以与自己博弈。

Original English

Guest: And so all the games, I was never that surprised that AI will eventually fairly soon be better than us in games, especially the games that are perfectly visible. They don't have hidden variables like you don't know other people's cards; like in chess and Go, you see everything and it's all on the board. Now there were too many combinations on the board to just do brute force kind of winning of those games. But if you have enough training data, the AI can learn the intuitions also behind it by playing many, many games. And in this case in particular, it's even easier because the AI can play against itself.

自我对弈、数学变革与软件颠覆

Guest: 这种与自己博弈的思想,也是我们所应用的开放式探索(open-endedness)和递归自我改进(recursive self-improvement)的重要组成部分。比如在大型语言模型(LLMs)的彩虹队测试(rainbow teaming)以及安全与防御研究中,我也能谈谈类似的实践。但回到刚才的话题:任何你能模拟的事物,AI 都能解决。

那么,还有什么既有趣、可验证又极其有用的领域能够被模拟呢?数学。数学在未来几年内将发生翻天覆地的变化,陶哲轩(Terence Tao)以及最著名、最前沿的数学家们已经完全意识到了这一点。整个数学领域都将发生改变,就像 AI 领域本身发生的变化一样。过去许多非常有用的技能——比如你需要手动进行特征工程,然后手动设计模型架构,手动完成这些事情——现在都不再那么有用了。对于数学领域的许多工作来说,情况也将是一样的。

Original English

Guest: And that idea to play against yourself is also a big part of open-endedness and recursive self-improvement that we've applied. And I can talk about rainbow teaming and security and safety research, for example, with LLMs also. But yeah, just to go back, simulations—anything you can simulate, AI will solve. Now what else can be simulated that's interesting and can be verified that's useful? Math. Math is going to change massively within the next few [years]. Terence Tao and the most famous and most frontier mathematicians already fully aware of it. The whole field will change just like the field of AI has changed, and a lot of skills that used to be useful where you manually feature engineer, and then you manually architecture engineer, and you manually do these things, are not that useful anymore. That will be true for a lot of mathematics also.

Guest: 如果你的目标是尽可能多地解决数学难题、证明尽可能多的定理,那么这是一个极好的局面;但如果你只是出于智力层面的纯粹追求和乐趣而热爱数学,这或许就没那么美好了。我们实际上会在很多不同的领域看到这种现象的重演。比如国际象棋,尽管现在完全被 AI 统治,但它反而比以往任何时候都更受欢迎。

我认为未来的大多数运动——无论是智力运动还是体育竞技——可能都会从中受益。不知道你最近有没有看到中国举办的赛事中那个跑步姿势非常奇特的机器人?我的直觉是,人类将会尝试去模仿那种奇特的跑姿,看看自己是否也能跑得更快。因为 AI 在机器人运动仿真中尝试了无数种不同的奔跑方式,并找到了这种奇特的新跑法——人类尽管奔跑了整个人类文明史,却从未想过这种方式。就像顶尖的国际象棋和围棋棋手现在变得更强,是因为他们能与近乎完美的 AI 竞争一样,我认为未来对运动员而言也是如此。这将推动整个领域向前发展。

Original English

Guest: And so I think that's a great sort of situation if you cared about solving as many things, proving as many theorems as possible in math. It's not a great thing if you're just love the pursuit of math for intellectual sake and for fun. And we'll actually see that play out in many different ways. You know, chess is now more popular despite being dominated by AI, if you wanted to. I think most sports, intellectual and physical, in the future will probably benefit. I don't know if you saw the robot running really funny in the Chinese Olympics recently. My hunch is humans will try to see if they can emulate that funky run to then run faster too, because AI in simulations, in robotic simulations, tried many different ways of running and found this weird new way that somehow humans, despite having run all our existence, haven't thought of yet, right? And so there will be—just like the best chess players and best Go players are better now because they can compete against an almost perfect AI, I think even that will be true for athletes in the future. So I think it will push the field forward.

Guest: 那么,我们目前能够模拟、验证并为其构建验证器的最强大事物是什么?是编程(programming)。马克·安德森(Marc Andreessen)曾有一句名言:“软件正在吞噬世界”;而现在,AI 正在吞噬软件。举一个简单的例子:你可以向 AI 展示一张网站的截图,并告诉它“编写程序让它呈现出来的效果与这一模一样”。你可以据此创建无限多个类似的样本,进而训练出一个拥有构建网页前端完美能力的 AI。事实上,你可以创建各种各样的此类验证器,因此整个编程行业都将被重塑,这将对整个数字经济——即知识经济——产生巨大的冲击。

Original English

Guest: And what's the most powerful thing we can simulate and verify and build verifiers for? Is programming. "Software is eating the world," famously said I think Mark Andreessen, and so AI is eating software. So now you can basically—and one example, a simple example is you can show the picture of a website and you say "make it program such that it looks exactly like that," right? And then you can create infinitely many examples like that and then have a perfectly capable AI building frontends for websites. And the truth is you can create all kinds of verifiers like that, and so all of programming will change, and that will be a major impact on the entire digital economy, which is the knowledge economy and so on.

从尤里卡机器到自然科学的泛化之路

Guest: 那么接下来的问题是:这种能力的边界在哪里?目前有哪些事物是极难被模拟的?

正是在这里,审视自然科学变得极其引人入胜。在自然科学领域,我们目前还无法完美模拟一个复杂的活体细胞,更不用说组织、器官以及完整的人体了。我们需要以各种机器人的形式去收集多得多的现实数据。这基本上就是我在《尤里卡机器2.0》(Eureka Machine 2.0)中提到的四大支柱:

  1. 第一支柱:从人类现有知识和大型语言模型(LLMs)出发;
  2. 第二支柱:利用我们所能获取的一切测量数据,将越来越多的现有及新增测量数据融入模型;
  3. 第三支柱:构建模拟环境(simulation);
  4. 第四支柱:利用机器人流程自动化(robotic process automation)去收集更多实验数据,并验证这些发明和假设是否真正成立。 在这四大支柱之上,你拥有一个智能体集群(agent swarm)和一个科学家社区。
Original English

Guest: And then the question is, where does it stop? Well, what things are hard to simulate right now? And that's where it becomes interesting to look at the natural sciences, where we cannot yet perfectly simulate a complex cell, let alone tissues or organs and full humans, and we do need to collect a lot more data in various robotic forms. And those are essentially the four columns that I talk about in the Eureka Machine 2.0: Start with human knowledge and LLMs; then the second pillar are all the measurements we can take, and more and more of those that we already have and we should incorporate that into the model; the third thing is a simulation; and the fourth pillar is essentially robotic process automation to collect even more data and verify whether the inventions really made sense. And on top of those four, you have an agent swarm and a community of scientists.

Host: 我们稍后一定会深入剖析这一部分。回到刚才的话题:这里存在直觉和创造力的问题,这是尚未被完全探索的前沿领域之一;另外,结合你刚才所说的,还存在一个关于泛化能力(generalization)的核心问题。从编程和数学开始——这些领域似乎正日益被 AI 所攻克——你刚才提到生命科学可能会是下一个。在你看来,要让 AI 成为真正的通用人工智能,我们能走多远?实现这一目标的路径又是什么?是通过在各个领域接连使用强力的强化学习(brute force RL),还是说可能会产生某种更为广泛、彻底的泛化机制?

Original English

Host: >> So we'll definitely unpack that part in a minute. Just going back to—so there's the question of the intuition and creativity, which is one of the unexplored frontiers. And then related to what you just said, there's also the big question of generalization. So starting with coding and math, that seem to be increasingly conquered domains by AI, you seem to be saying that then there's like the life sciences that could be next. What is your sense for how far we can go in making AI truly general, and what is the process to get there? Is that like brute force RL for this domain, and then that domain, and that domain? Or is there a more sort of sweeping generalization effort that could be produced?

Guest: 在 Recursive,我们非常确信我们必须从“用于 AI 的 AI”(AI for AI)开始:首先让 AI 极度擅长从事构建更强 AI 的研究工作,使其在知识储备和自身能力上相当于拥有 50,000 名博士。只有达到这个阶段之后,再去攻克物理、化学和生物等物理与自然科学领域——尤其是生物学,我认为将是最有趣的。

我确实相信,在接下来的两到三年里,当我们专注于递归自我改进的同时,也会收集到越来越多的实验数据。Tahoe Therapeutics 是一个极佳的例子,Parallel Bio 也是另一个例子,我在书中都提到了它们,它们基本上都在帮助生成大量的生物学训练数据。

Original English

Guest: >> So at Recursive, we are fairly sure that we have to start with AI for AI, and then make it really, really good at doing research on creating better AI so that it has the equivalent of 50,000 PhDs in terms of knowledge and its own capabilities, and only then go after the physical natural sciences like physics, chemistry, and biology—especially biology, I think will be most interesting. I do believe that in the next two or three years, while we're focused on recursive self-improvement, also we will have more and more data collection. Tahoe Therapeutics is a great example; Parallel Bio is another one, I think I mentioned both of them in the book, that basically help create much, much more training data.

Guest: 届时,以生物学为例,你就可以进行大量的扰动研究(perturbation studies):比如选取一个细胞,尝试敲除某一个基因,然后观察敲除该基因后会发生什么;或者向细胞中加入某种分子,观察其反应。如果你进行了成千上万次扰动实验,最终 AI 也许就能学会其背后的底层规律——就像它学习语言模型模式一样,例如识别出“我在纽约且正在向北行驶”从而预测出下一站是“波士顿”;在生物学中它会理解“我把这种分子添加到这类细胞中,就会产生某种特定的输出结果”。如此一来,它最终就能开始进行泛化。

但我们目前拥有的生物学训练数据还远远不够。因此我们需要类器官(organoids),并最终需要将所有这些扰动研究结合在一起,以此来构建一个虚拟细胞(virtual cell)。随后,AI 就可以在这个虚拟细胞内部进行无数次的模拟实验。

Original English

Guest: And then when you have—in case of biology, for instance, you can do these perturbation studies: like you take a cell, you try to knock out one gene and you see what happens when I knock out this one gene, or I add this one molecule to it and I see what happens. So if you do many, many perturbation studies, eventually maybe the AI will learn the underlying patterns behind it, just like it learned the underlying patterns of like "Oh, I'm in New York and I'm driving north to..." and then predicting "Boston". And might be like "Oh, I add this molecule to this kind of cell and then I get the output of...", you know, and then it's just like it can start to eventually generalize. But we're just nowhere near having enough training data for biology, and so we need organoids, we need eventually all these perturbation studies to come together so that we can then try to build a virtual cell, and then in that virtual cell the AI can then go and experiment many times.

科学幻觉:从缺陷到特性的反直觉视角

Host: 书中还有一个我认为非常引人入胜的反直觉观点:在基于 AI 的科学研究中,幻觉(hallucination)可能是一种特性(feature)而非缺陷(bug)。你能详细解释一下吗?

Original English

Host: >> There is another counterintuitive idea in the book that I thought was fascinating, which is that when it comes to AI-based science, hallucination might be a feature rather than a bug. Can you explain?

Guest: 是的。许多……

Original English

Guest: >> Yeah. So a lot of

幻觉的双重属性:从创造性探索到事实检索

Guest / Author: 大家在很长一段时间里都在与模型的幻觉问题作斗争,尤其是在这些模型的早期版本中。比如关于这本书,我大概在三年前就开始构思并记录最初的一些想法,后来不得不把很多章节从“某件事应该有人去做”修改为“某人已经做成了,让我去和他们聊聊,谈谈他们的初创公司等等”。但我确实认为,当你希望 AI 去探索全新种类的蛋白质时,幻觉其实可以带来极大的帮助。没错,就像所有 AI 都能死记硬背一样,任何计算机都可以轻而易举地记住东西,对吧?但真正有趣的地方在于:你的模型产生幻觉的能力有多强?你的预测有多合理,或者在多大程度上以某种有趣的方式跳出了既有分布?而且我们也知道,这就像对人类一样,如果你给人类某种分子,他们的视觉皮层就会进入一个截然不同的世界;同样地,在技术术语上我们称之为提高“采样温度”(temperature)——这是一个技术名词——之后,大型语言模型生成的 token 就会与它之前见过的东西越来越不同。因此,我认为幻觉在某些情况下是一个特性(feature),而不是缺陷(bug)。当然,当你在网上向搜索引擎或语言模型询问事实性问题时,你肯定希望它的回答是准确无误的。当我们知道你问的是这种问题时,就很容易对模型进行提示引导,比如告诉它“这是搜索结果”。这正是 you.com 所做的事情,本质上就是从专为智能体(agents)打造的真实搜索引擎中提取事实,将其填入 prompt 中,然后 AI 就会对这些事实进行总结提炼。因此我认为,起初人们觉得要完成这些需要符号推理等复杂机制,但实际上我们只需要提供更多“此时不要产生幻觉”的范例——比如直接从搜索引擎获取真实事实并对其进行摘要,这样幻觉问题在很大程度上就得到了解决。而如果你想为妻子写一首诗,你肯定不希望它读起来和现有的其他诗歌千篇一律,你希望创作出一首全新的诗,这也完全可以做到。

Original English

Guest / Author: folks struggle with hallucinations and models uh for a long time especially in the earlier versions of these models. The book you know I started thinking and writing the first sort of ideas down like three years ago and had to change a lot of chapters to someone should do to someone has done and let me like talk to them and talk about their startups and whatnot. Um uh but I do think uh hallucinations can be uh also very helpful uh for AI when you want it to explore novel kinds of proteins like yes it can like every AI can memorize things every computer can easily memorize things right but where it's interesting is like how well can you hallucinate how reasonable or just outside of the distribution in some interesting way are your predictions right and we also know that we can just like with humans right you give them like a certain kind molecule and and their visual cortex goes off into a really different world like you can also increase the temperature is what we call it and sort of a term uh like [snorts] a technical term um that the the AI at the large language model will then uh generate tokens that are uh more and more different to things it has seen uh before and so I think hallucinations are in some cases a feature and not a bug of course when you ask a factual question online to a search engine or an LM uh then you want to have it like be correct. And when we know that that's the kind of question you're asking, it's easy to prime the model and say, well, here are search results. That's what you.com does, of course, to like basically take the facts from a real search engine built for agents, plug them into the prompt, and then the eye will kind of summarize that. And so I think the initially people thought, oh, we need symbolic reasoning blah blah to do all this. We just needed more examples of don't hallucinate now like take real facts from uh a search engine and then mostly summarize those and then those like hallucination problems were to a large degree resolved uh and then if you want to write a poem for your wife you don't want it to just look sound like the other poems that were out there you want to create a new one uh you can also do that

Host: 书中有一个很有趣的地方,你提到实际上历史上许多科学发现,都是科学家在因疾病或其他原因处于某种半幻觉状态下做出的。

Original English

Host: >> and as a funny moment in the book you mentioned that actually a lot of scientific discoveries were made uh by scientists in uh semi-state of hallucination through diseases or otherwise.

Guest / Author: 没错,确实是这样。我的意思是,海森堡(Heisenberg)以及其他一些物理学家就是如此,关于苦艾酒(absinthe/apps)有各种各样有趣的故事,在某些情况下,甚至是那些最终变得相当不健康的真实精神状态、精神病发作等等,都在某些案例中推动了该领域向前发展。

Original English

Guest / Author: >> That's right. Yeah. Like I mean uh Heisenberg and and like other physicists and there's all kinds of interesting stories about apps and in some cases also just like actual like mental states that were like eventually quite unhealthy um and just psychosis and so on uh have in some cases push the field forward.

从解读生物学到编写生物学:可编程的工程科学

Host: 好的。你刚才提到了其中的一部分,但让我们以生命科学为例来展开探讨一下其中的一些思考。首先从医学开始,你所描述的更深层次的转变是从“解读生物学”走向“编写生物学”。而你自己的团队正是最早做到这一点的先驱团队之一。你能否跟我们讲讲你们当年做了什么,以及这在科学未来的发展方向上意味着什么?

Original English

Host: >> All right. So you alluded to some of this, but let's take some of the life sciences as examples just to unpack some of the thinking there. So starting with um medicine, the deeper shift that you described is going from from reading biology to writing it. Uh and your own team did that was one of the first teams to do it. So do you want to sort of tell us what you guys did and what that means in terms of where science is going?

Guest / Author: 好的。回想我第一次学心理学……呃,学生物学是在高中,坦白讲当年在高中时我从来没喜欢过生物,因为那纯粹就是死记硬背所有这些由不同碎片构成的复杂反应过程。你把它们默写出来,拿到 A,然后大概 6 个月后你就把那个过程忘得差不多了。所以那对我来说并没有什么吸引力。但过去几年发生的变化在于,生物学正在变成一门可编程的科学,正在成为一门工程科学。我认为在不同学科的发展演变过程中通常都会经历这个阶段:一旦你理解了绝大部分基础构件,接下来你就希望学会如何以全新的方式将它们组合在一起,从而为你所用;当一个领域转型成为某种工程科学时,就会涌现出大量唾手可得的成果(low-hanging fruit)。我认为生物学目前正处于这个阶段,我们清楚地知道“好吧,这个蛋白质具有这种功能,但如果我们对该蛋白质稍作修改,也许它就能具备其他功能”。而且有时候你可以进行模块化封装,将不同的构件连接起来——例如,其中一个构件可以结合到细胞上,然后你可以挂载不同的载荷(连接器);一旦它吸附在细胞上,你就可以真正向细胞内注入某种物质,现在你就可以对这些分子进行重组。因此我认为,这种工程化的维度确实令人无比兴奋。

对于我们来说,最初的顿悟时刻大约是在 2018 年,当时我们训练了规模最大的蛋白质语言模型,名为 ProGen。Ali Madani 是那篇论文的第一作者。那还是我还在 Salesforce 担任首席科学家的时期。从那以后,他创立了 Profluent 公司。如今 Profluent 和他的公司已经与礼来制药(Eli Lilly)达成了价值数十亿美元的合作协议,因为他们创造出了全新的蛋白质种类,例如在基因编辑方面甚至比 CRISPR-Cas9 表现更出色,并且在针对活人体内特定基因的修改上具有更高的特异性和靶向性,从而有望据此开创出全新类别的疗法。因此,蛋白质作为生命、疾病与健康的所有基础构建模块中至关重要的一环,实现其可编程化显然将解锁极其广阔且令人振奋的应用场景。

我认为大家已经从最近的一项进展迅速的临床试验中看到了这种趋势:在这项试验中,他们基本上为参与试验的每一位不同患者定制了个性化药物。这对美国 FDA 来说也是首开先河。未来在这方面还会有更多突破。实际上,现在在美国以及欧洲开展临床试验已经变得非常困难,这很令人遗憾。因此,很多人现在正在将临床试验转移到中国或澳大利亚。有趣的是,在中国开展试验成本更低、速度更快,但你也需要稍微担心知识产权是否会被吸入虚空而流失;而在澳大利亚,他们采取了一项聪明的举措,对临床试验进行了去中心化,每家医院都可以独立开展自己的临床试验。这样一来,你就突然拥有了竞争机制,而不是由一个集中的决策机构来决定批准哪些临床试验、如何对它们排序等等。不过无论如何,澳大利亚的人口基数还不够大,如果能在美国也建立起类似的系统那就太棒了。但总之,随着时间的推移,临床试验的效率会越来越高,我们将收集到更多的数据,随后 AI 将能够实现越来越多的自动化。

Original English

Guest / Author: Yeah, I think when I started studying the first time I studied psych uh biology was in in high school and I never to be honest loved it back in high school because it's just like memorize these like processes with all of these different pieces. You write them out, you get an A and then like 6 months later you mostly forgot about that process. And so that wasn't that interesting to me. U but what's changed in the last few years is that uh biology is becoming a programmable science. It's becoming an engineering science. And that's often the case I think in sort of the the transition of different sciences. Once you've understood most of the basic pieces, you now want to learn how to put them together in novel ways such that they are useful for you and there's like lowhanging fruit when a field transitions into that becoming sort of an engineering science. And I think biology is in that state right now where we we know okay this protein does this but if we change that protein a little bit maybe it can do something else. And you can package you know sometimes uh uh you can connect different things that you know one piece uh for instance attaches to um a cell uh but then you can have uh different loads like connectors to it. So once it's attached to the cell, you can actually inject something into the cell and now you can recombine uh these these uh molecules. And so I think that uh like engineering aspect of it I think is truly exciting. And the first uh sort of aha moments for us was I think in 2018 when we trained the largest language models for proteins. It's called Progen. Ali Madani is the first author of of that paper. Um that was back in the day when I was the chief scientist at Salesforce still. Um and he's since started ProFluent. They've uh now closed like multi-billion dollar um contracts with Eli Liy uh at Profil and his company uh because uh they've created new kinds of proteins that are for instance even better than crisper cast 9 and at gene editing um and being even more uh specific and targeted uh for changing certain genes uh inside living people potentially and uh creating new kinds of therapies from that. And so uh proteins being such an important piece of all the uh like building blocks of of uh life and disease and and and and health uh making them programmable uh will unlock uh very very obviously many many exciting use cases. And I think you're starting to see this uh sort of in in this uh recent um trial that is making a lot of progress uh where they basically created a different drug for every different patient in the trial. And this is a first uh for the FDA too. Um and and more will happen there. It's actually unfortunate how hard it is has become in the US and and certainly in in Europe to run clinical trials. Uh and so a lot of folks are now moving uh to either China or Australia for their clinical trials. Interesting enough, uh, in China it's cheaper, it's faster, but you also have to worry a little bit whether your IP gets sort of sucked into the ether and is gone. And in Australia, they had a clever move where they actually decentralized clinical trials and every hospital can run its own clinical trials. So all of a sudden, you get competition instead of having one centralized um uh sort of decider on on which clinical trials to run and how to sort them and uh and all of that. And so yeah anyway there's a lot not not enough people in Australia. So it would be great to get that kind of system uh happening in the US too but yeah clinical trials will uh be more and more efficient over time. We'll collect more data and then the will be able to automate more and more of that.

新药研发周期与 AI 加速现实

Host: 当你审视从最初的直觉到药物上市的整个研发与制造生命周期时,往往需要耗费 10 到 15 年的时间。谈到加速药物研发发现,我们实际在探讨的是什么?从现实角度来看,它究竟能缩短整个流程中的哪一部分耗时?

Original English

Host: >> And when you think about the drug discovery and creation life cycle from initial intuition to being available that take what 10 or 15 years. what we talking about here in terms of accelerating discovery. What realistically what portion of the process does it shave off?

Guest / Author: 这是一个很好的问题,它也触及了某些人所说的“硬着陆式爆发/硬起飞”(hard takeoff)概念——有些人认为,一旦我们实现了 RSI(递归自我改进)以及通用 AI 带来的爆发,就会出现这种极为迅猛的硬起飞,然后所有事情都会极快地实现。尽管我对 AI 充满信心且无比振奋,但我并不相信这种疯狂的“硬起飞”论调。我认为,事情确实会加速推进,但由于物理规律和现实世界中的客观限制,某些环节必然需要耗费相应的时间。例如长期的临床试验,你必须去观察并确认病人在停止服药三年后是否会出现某种后遗问题等等,因此某些延迟是不可避免的。但最大的不同在于整个生物医药市场——这也是我们在 AIX Ventures 持有的一个略带反共识的观点——很多人认为生物医药是一个极其糟糕的投资领域,因为在过去,许多制药公司往往耗费 8 到 10 年的时间,最终不得不走向上市(因为市场上没有足够的后期生物科技投资机构),于是他们带着一种或两种处于三期临床等后期试验阶段的在研药物上市,然后……

Original English

Guest / Author: >> It's a good question and sort of touches upon uh what some people call the hard takeoff to where some people think once we have RSI and and generally with AI there will be this really hard takeoff and then everything will just happen very quickly. And as bullish and excited as I am about AI, I'm not a believer in this crazy hard takeoff. I think yes things will accelerate but there are certain things that will just require time because of physics and constraints in the real world such as like long-term trials that you want to know whether people have some issue like 3 years after the you know they stop taking the drug and things like that and so uh there will be some delays but the biggest difference is that the whole bio market and somewhat contrarian uh take that we have at AX ventures too um a lot of folks think the like bio is just a terrible space to invest in because in the past a lot of drug companies kind of spend 8 10 years they finally get you know they have to be public because there's not enough latestage bio investors. Um so they go public um with a a one drug or maybe two drugs uh in late stage trials like stage three and then the

新药研发范式的代际跃迁与 AI 的争议核心

嘉宾:……三期临床试验一旦失败,整家公司可能就直接倒闭破产了。而现在我们所看到的显著不同在于,现在的生物医药公司不再是历经长达八年的研发才把单一分子药物推入临床后期,而是在短短 6 到 18 个月之内,就能够同时拥有多款不同的候选药物进入临床二期阶段。等到这些公司准备上市(IPO)时,旗下可能已经储备了 8 款以上不同的药物管线,而且这些药物成功的概率要高得多,因为我们如今拥有了预测能力强大得多的模型。

不可否认,我们当前正处于一个人工智能(AI)极具争议性的时刻,无论是在就业岗位受到冲击的问题上,还是在数据中心能耗与资源消耗的问题上皆是如此。然而,整个 AI 行业在面对公众质疑、试图证明 AI 是造福人类的伟大技术时,反复搬出的头号论据始终是:“AI 将攻克癌症”。

Original English

Guest: ... stage three trial fails and then the whole company is dead. Now what we're seeing the difference is like we now have companies that instead of having one molecular drug after eight years in late stage trials, they actually within 6 to 18 months have multiple different drugs in like late stage two trials already. And by the time they'll go public it'll be with like eight plus different drugs that are then also much more likely to succeed because we have better predictive models.

So clearly we are living in a moment when AI has become quite controversial, whether that's the job question or the data center question. The number one thing the industry keeps saying as a way to justify why AI is a great thing is: "AI is going to cure cancer."

主持人:关于“AI 能够攻克癌症”这一主张,依你看它的现实可行性究竟如何?要真正实现这一目标,我们还需要付出哪些努力并克服什么阻碍?

Original English

Host: What is your sense of the reality of that claim and what it's going to take to get there?

生产力视角、时薪心态与创业者思维的分野

嘉宾:这个问题里面包含着非常丰富的信息量,需要逐层剖析。从一个非常宏观的维度来看,我认为如果你关注的是一个行业或一家公司的“产出结果”,那么你必然会热爱 AI;但如果你是以“按小时计酬”的方式获取报酬,你很可能会厌恶甚至痛恨 AI。因此,在对未来的积极构建中,AI 实际上正在成为一股巨大的推动力量,倒逼并激发更多创业者维度的思考方式。

如果你本身是一位创业者,通常而言你是非常喜欢 AI 的,因为它能够大幅提升你的工作效率,让你能够在单位时间内完成多得多的事情。对于初创企业的创始人或是企业管理者而言,待办清单上的任务永远是无限延展的,只要有任何工具能够替你分担并搞定其中一部分工作,就意味着你的产能上限被大幅拓宽,你能开拓的事情就变得更多。

Original English

Guest: There's a lot to unpack there. Maybe at a very high level, I think if you care about the outputs of an industry or a company, then you love AI. If you get paid hourly, you probably hate AI. And so AI in the positive instantiation of this future is a huge force towards more entrepreneurial thinking.

If you're an entrepreneur, generally you kind of love AI because it's making your things more efficient. You just get more done. You have an unlimited list of things to do if you're a startup founder or just running a company, and to have any of those things done for you just means you can do a lot more.

嘉宾:但是反过来讲,如果你在职场中接收到的信号是自己每天的工作就是在“培训并教会替代你自己的 AI”,而且系统每时每刻都在采集记录你所有的工作数据,那么你心里很清楚,终究在未来的某个时间点,你按小时售卖劳动力的日子就会走到尽头,届时 AI 就能直接接管并完成你刚刚教会它的所有技能。

因此,这种心理是完全可以理解的——如果一个人抱持着这种非常典型的非创业者思维,仅仅依赖按工时领取薪水,同时又不在创造知识产权(IP)的过程中享有任何股权或长期价值沉淀,那么当面对 AI 的浪潮时,他们感到焦虑、沮丧甚至愤怒,是完全合情合理的。

Original English

Guest: But if you're basically being told you're training your replacement and all your data is being collected hourly, then you know at some point those hours will end and then the AI will just do the thing you just taught it how to do. And so it's understandable that people, if they have this very unentrepreneurial mindset of just getting paid by the hour and they don't own any equity in creating that IP, then they're understandably unhappy.

就业冲击的经济学机制:需求价格弹性与杰文斯悖论

嘉宾:如果我们顺着这个逻辑再深入一层,去探讨 AI 对整体就业市场的真实冲击,我在经过长期的深度思考后形成了一个理论:技术对一个职业就业岗位的最终影响,在很大程度上取决于该产品或服务在价格大幅下降时所表现出的“需求价格弹性”(elasticity of demand)。

举一个具体的例子:插画师普遍非常排斥 AI。在传统模式下,整个世界对插画的总需求在某种程度上是存在上限的。随着生成式 AI 的出现,插画的单位制作成本急剧雪崩,你再也无法为单幅插画开出 200 美元的价格了。其结果是,现在随便一篇小小的博客文章或随笔都会配上专属插画。如果你单纯作为一个内容受众,目标只是希望世界上能有更多图文贴合的高质量插画,那你自然会非常喜欢 AI;但如果你过去是靠单幅插画赚取 200 美元报酬的创作者,而现在单幅插画的边际成本骤降到了 2 美分,你大概率会非常反感甚至怨恨这种变化,对吧?这里根本的症结在于:当插画的生产成本降低了 1000 倍时,全社会对插画的总需求并没有同步暴增 1000 倍。需求量之所以没有爆发式增长,是因为现实世界根本消化不了那么巨量的插画。

Original English

Guest: And then you can go one level deeper and think about: well, what is the impact on jobs? And my theory here after thinking about this for quite some time is largely dependent on the elasticity of the demand of the product when its prices go down.

And so concretely for instance, illustrators hate AI. The world needs a certain amount of illustrations. Because of AI, you cannot charge 200 bucks anymore for one illustration. So now any little blog post has illustrations. If your goal was just to see more illustrations in the world that are specific to a text, you love AI. If you got paid 200 bucks for one illustration and now it's worth 2 cents, maybe you hate it, right? And so the problem was that the demand for illustrations didn't go a 1000x when the price went down by a thousandx. It didn't grow because you just don't need that many illustrations in the world.

嘉宾:然而在软件编程领域,情况却截然相反。随着写代码的边际成本变得越来越低廉,我们正在见证如今大家都在热议的著名经济学现象——“杰文斯悖论”(Jevons Paradox)。我想我可能是最早提出这一点的人之一,至少在相当长的一段时间里我并没有在网上看到其他人在讨论这个视角。这是经济史上一个非常有趣的规律:某种资源的使用效率越高、成本越便宜,人类反而会成倍地消耗并使用更多的该种资源。

在编程领域,情况必然会沿着这条路径发展。因此,我们现在不仅没有看到程序员的需求萎缩,反而看到了对程序员更强劲的市场需求——因为当程序员全面武装了 AI 之后,他们的个体生产力得到了几何级的跃升。在未来,任何普通人的手机里都可能装载着数十款完全个性化定制的应用,这些软件根据使用者的独特需求深度修改、量身定制。在过去,有无数极其细分或边缘的产品创意从未被真正付诸实践,因为按照传统开发成本,潜在市场规模实在太小而不具备商业可行性;而现在,既然借助 AI 能够极其快速且低成本地构建一款应用程序,大家为什么不去尝试呢?因此,我认为这也是观察技术重塑就业结构的另一个核心视角。

Original English

Guest: Now in coding it was a very different world actually. As coding got cheaper and cheaper you had this famous Jevons paradox that everyone's talking about now. I think I was the first—at least I didn't see it online for a while. It's like an interesting fact from history, and the thing got cheaper and cheaper but we actually used more and more of it, and for coding that will definitely be the case.

And so we're seeing actually more demand for programmers now because they're so much more productive when they use AI, and anyone ultimately could have like dozens of apps on their phone that are unique to that person, that are modified in some way and very special. And there's so many other ideas that people didn't explore because maybe the market wasn't that big, but now that you can just create an app really quickly, why not? And so I think that is another aspect of jobs.

癌症攻克与生物医学的复杂系统性

嘉宾:回到你刚才提到的攻克癌症的话题,是的,我坚信 AI 确实将在攻克多种不同类型的癌症中发挥举足轻重的作用。我们目前已经能够看到相关的临床试验,科学家和医生正在利用 AI 为患者定制专属的联合用药鸡尾酒疗法(drug cocktail),为特定的癌症类型设计精准匹配的定制化 RNA 序列等等。

大家知道,每一种癌症通常都不是单一且均质(homogeneous)的病变,一种肿瘤内部往往混杂共存着多种不同变异类型的亚型癌细胞(subcancers)。因此,医疗方案必须实现极高维度的个体化与定制化,针对每一位患者独有的身体机能,以及其体内所罹患的各种不同变异形态的癌症进行专门设计。而要在如此庞大复杂的搜索空间中实现精准匹配与分子设计,借助 AI 的力量是唯一具备高度可行性的路径,这正是我们目前正在亲眼见证的变革。

Original English

Guest: And so go back to cancer: yes, I do believe actually AI will play a big role in curing multiple cancers. We're seeing trials now where AI is being used to make a specific cocktail of drugs, create specific RNA sequences, and so on for the types of cancer. And you know, each cancer often is also not one homogeneous thing; it has different types of subcancers in it, and so you need to specialize treatments for each person and for the various different forms of the different cancers that you can have. And so all of that is much, much more feasible to be done with AI, and we're seeing it.

主持人:这是否恰恰切中了问题的本质——癌症绝非单一线性的疾病,它本质上是极其繁复的、跨维度的复杂系统问题?

Original English

Host: Is that precisely the point that cancer is just extremely complex and ultimately a system problem?

嘉宾:完全正确。

Original English

Guest: Exactly that.

主持人:而这种复杂系统问题,恰恰是 AI 具备独特天赋和能力去解析与求解的?

Original English

Host: That AI is uniquely equipped to solve?

嘉宾:千真万确,正是如此。当然,整个过程仍然需要耗费相当长的周期。退一步讲,哪怕 AI 凭借强大的计算与生成能力,在计算机中设计出了绝对完美的药物分子结构,断言“针对这种特定癌症,这个分子就是最佳解”,你依然必须推动这个分子去完成极其繁琐漫长的各期临床试验。将一款新药从实验室推向市场,依然需要数年甚至更长时间的物理验证周期。在生物医药领域,任何客观规律的验证与推进速度,天然都要比纯软件行业的代码迭代缓慢得多。

Original English

Guest: Exactly, exactly. So yeah, it will take some time. And obviously, even if AI, let's say, had the perfect molecule and like: "Okay, for this type of cancer, this is the molecule," and came up with it, you'd have to still run it through many clinical trials. It will still take years to come out. So everything in biology just takes longer than it does in software.

从环境工程、材料科学到物理底层的技术展望

主持人:在这个领域以及更广泛的生物与硬科技前沿,你对未来的哪些方向同样抱有乐观态度?你在自己的著作中也曾涉猎过这些议题。展望未来十年,在罕见病疗法、针对个体患者的定制化人工器官、吞噬环境污染物的合成工程细胞等前沿方向中,你对哪些突破最感到兴奋?你认为哪一项突破最有可能率先落地?

Original English

Host: What else are you optimistic about in that field? Your predictions for the next decade: rare disease cures, organs design for individual patients, pollution-eating synthetic cells, else. You covered some of this in the book. Like what are you most excited about in terms of what may come first?

嘉宾:说实话,你列举的所有这些前沿方向都让我倍感振奋。例如,我认为我们完全有能力利用 AI 设计出能够专门吞噬微塑料(microplastics)的工程细菌,并且设定其生命周期机制——一旦周围环境中的塑料被降解殆尽,这些工程菌就会自动凋亡死亡。我认为这对于净化海洋生态环境将带来难以估量的巨大帮助。

当然,在实施这类方案时,我们必须保持极其谨慎的态度,必须确保这些细菌不会发生不可控的基因突变,转而去吞噬生态系统中的其他物质。历史表明,每当人类尝试在大尺度范围内干预自然环境时,我们都需要极其慎重;人类历史上曾多次尝试过大范围生态干预,有时取得了非常不错的效果,但在许多其他案例中结果却不尽如人意。森林管理就是一个绝佳的例子:人类对森林生态过度干预,严防死守扑灭所有微小的自然山火,结果导致底层枯枝落叶和灌木丛无法通过小火定期清理出清,最终反而酝酿出了破坏力大得多的毁灭性特大森林火灾。

Original English

Guest: Yeah, I'm excited about all of these things. I think we can like design bacteria that eat microplastics, and once there's no more plastics, they just die. I think that would be extremely helpful for the oceans and so on. Obviously have to be very, very careful that they don't somehow mutate into eating other things and so on.

So when you mess with the environment at large scales, it's important that humans have done that many times and sometimes it worked out pretty well. Many other cases maybe not so much, like forests are a good example. People deal with forests too much. They don't let small forest fires happen and then they get even bigger because the small ones didn't clear out the underbrush and so on.

主持人:世间万物本质上都是一个相互关联的系统。

Original English

Host: Everything is a system.

嘉宾:世间万物都是高度复杂的动态系统。正因如此,我们才越来越需要借助 AI 的强大能力,去完成远比人类过去做得更好的系统工程设计。因此,在几乎所有不同的科学与工程层面上,我都感到无比兴奋。

比如在可控核聚变领域,如何精准调控托卡马克(tokamak)装置中极端高温等离子体的姿态与平衡,这在当下本质上就已经转化成了一个典型的机器学习(ML)实时控制问题,我相信未来我们在这个领域一定能够取得远比现在更好的掌控能力。

沿着这个路径向下延伸至最底层的物理与材料科学领域,显而易见,我们正在借助 AI 设计出性能愈发优异的新型材料,研发出转换效率更高的太阳能电池与光伏电池板。我自己就投资过好几家专注于利用 AI 进行新型材料与光伏分子逆向设计的初创企业。此外还有下一代电池技术、新型储能材料的研发,让我们不再完全受制于单一的锂资源,而是能够探索利用地球储量更丰富、更易于开采且环境污染更小的丰富分子去构建电池。

Original English

Guest: Everything is a complex system. And we need AI more and more to do some of that engineering better than we've done in the past. And so I'm excited at all the different levels. You know, when you look at like how to balance a plasma in tokamaks for nuclear fusion, that's already a machine learning control problem. I think we'll have a better handle on that.

So sort of at the lowest level of physics, clearly there are more and more materials, more efficient solar cells and solar panels that we can design with AI. There's companies I've invested in that do that. Better batteries, better materials so we don't need only lithium. We can try to build batteries with more abundant molecules that are easier to get and mine with less pollution.

科学突破的节奏与进步伦理的哲学分流

嘉宾:特别是在生物学与生命科学领域,我们正在目睹海量的突破性进展。这一切在当下听起来或许依然宛如科幻小说,我也非常理解那句著名的格言:“如果你想知道一件事为什么做不成,就去问行业里的专家。”

回顾历史,在自然语言处理(NLP)和深度神经网络发展的早期,传统领域的专家们也曾普遍给出悲观质疑的结论;而我认为,这种专家偏见如今同样存在于当下的抗衰老长寿研究、癌症攻关以及将神经网络应用于生物医药前沿的其他领域。我坚信,我们最终取得的实际科研进展,必然会远远超出那些最怀疑论者的保守预期。但与此同时,我们在生物医疗领域也不会迎来某种瞬间爆发的“硬着陆式暴涨”(hard takeoff),因为在严肃医学中,一切结论都必须经历严谨苛刻、按部就班的物理实体实验验证。

从个人角度而言,我对所有这些正在发生的技术探索充满期待。然而归根结底,如果你最核心的价值追求是推动整个人类文明变得更加高效、生产力更强、能够创造出更庞大的物质与智力产出并实现持续繁荣增长,那么你必然会无可救药地热爱 AI。

但从某种程度来说,这最终也演变成了一个深层的哲学命题。我们其实已经能够在现实世界中观察到许多亚文明群体、特定族群或文化圈子,他们本质上已经主动从这种“无限技术进步”的快车道上驶离下匝道(off-ramped)。想象一下,如果你长年生活在希腊某个风景绝美、与世无争的小岛上,你日常生活中根本不会去思考 AI 的问题,你也完全没有必要去焦虑 AI。你只需要纯粹地享受当下的宁静生活:每天出海捕鱼,尽管偶尔遭遇风暴时日子也会变得艰难……

Original English

Guest: We, especially again in biology, are seeing a lot of things. I think it sounds like science fiction and I understand sort of the famous saying of like: "if you want to know why something doesn't work, ask the experts." I think that was true in natural language processing and neural nets, and I think it is currently also true for longevity and cancer and other kinds of research for neural nets applied to biology and medicine.

I do think we will make more progress than the most skeptical people think, but we also won't have a hard takeoff, again, because things do require careful experimentation in medicine. And I'm personally excited for all of these things.

But I think if you're mostly interested in like making humanity more productive and more efficient and create more outputs and grow, then you're going to love AI. But also in some ways it becomes a philosophical question, and I think we already observe many subcivilizations or like subgroups of people and cultures that have essentially offramped from progress. Like if you're living on some beautiful island in Greece, you don't really think about AI. You don't have to think about AI and you just enjoy life. You go fishing and you know, sometimes there's a storm and things are bad,

文明进程的分流与科技的价值

嘉宾:但在大多数时候,天气都很宜人,鱼类资源也很丰富,人们就这样过着自己的生活。因此我认为,未来会出现不同的人群,他们会希望从文明进步的快车道上“分流”出去,对吧?现在其实就已经有这样的人了,比如有些人更愿意隐居在深山乡村,从不踏入大城市等等。我认为这种现象在未来会越来越多。

从某些方面来说,我个人是非常热爱进步的。我认为尤其是科学的进步,正是它帮助人类解决了在生物圈中所面临的大多数棘手难题。戴维·多伊奇(David Deutsch)在他的著作《无穷的开始》(The Beginning of Infinity)中专门有一整节讨论了这个话题,我也强烈推荐大家去读一读这本书。他在书中探讨了人类如何面对各种各样的物质匮乏与现实难题,并依靠科学、更优秀的解释模型以及更深入的研究找到了解决方案。我个人对此是全心支持的,但是你也知道,有些人就是不想再参与到那样的世界当中了。而我认为,人工智能正是一个极其强劲的加速器,它会让这个问题对每个人而言变得更加紧迫和切身。

Original English

Guest: But most of the time like the weather is good, the fish are abundant and you just kind of live your life. And so I think there will be different groups of people who will want to offramp from civilization progress, right? There's already, you know, people who prefer to live way deep in the countryside and never go into the big city and so on. And I think we'll have more of that. And in some ways, I personally love progress. I think scientific progress especially is what helped humans solve most of the hard problems that were in our biosphere. David Deutsch has a whole section in his book, The Beginning of Infinity, which I highly recommend people read too, where he talks about, you know, how there were all these different material problems and we came up with solutions thanks to science and better explanations and better research. And I'm personally all for that, but you know, some people will not want to participate in that world anymore. And I think AI is such an accelerant that it makes that question even more pertinent for people.

逆向选择与不丹的幸福哲学

主持人:这太耐人寻味了。在我们回到对前沿科学的梳理之前,我想顺着这个思路再深入探讨一下。这种现象具体会以怎样的方式呈现?我的意思是,我们最终是否会出现这样的一些群体,他们会自主、刻意地选择完全不参与技术进步?显然,纵观人类历史,各个地区的进步步伐一直都是不均衡、参差不齐的。但随着科技的扩散以及世界日益全球化,这些人是否会做出一种政治抉择,围绕“拒绝参与 AI”这一原则来组织自己的社会?比如建立城邦之类的形态吗?

Original English

Interviewer: That's fascinating. I mean just to keep going down that path before we go back to our little tour of Frontier Science. How would that manifest? I mean so we would end up with like groups of people that would deliberately opt to just not participate in progress. I guess progress has been sort of jagged throughout humanity in different regions obviously. But as it spreads and as the world keeps going more global, those people make a political decision to organize around a principle of nonparticipation in AI. Yeah. I mean like is that city states, that kind of stuff?

嘉宾:是的。我一直很想去实地探访的一个典型例子其实就是不丹。不丹决定不以金钱来衡量国内生产总值,而是以幸福感来衡量。这种幸福感主要是针对那些想要保持简单纯粹、过简单生活的人,而不是那些想要去创业、开公司的人。我很确定后一种人在不丹可能不会那么快乐。但总体而言,不丹的环境非常绿意盎然,国家极为重视环境保护,重视特定宗教传统的传承,人们通常满足于保持现状,而不是试图在各个层面上不断追求所谓的进步。

这就是为什么从我的角度来看,这本书以及我们今天的对话如此重要。我认为整个 AI 行业在公共关系(PR)方面普遍做得很糟糕。因此,如果你以及其他从业者能够清晰地阐释为什么 AI 是有益的,这或许有望打破目前的一些争论僵局。

Original English

Guest: Yeah. I mean like a sort of example that I'd love to visit actually is Bhutan. Bhutan decided we will not measure our gross domestic product based on money but based on happiness. And happiness mostly for people who want to keep it simple and have a simple life, not want to build, you know, startups and so on. I'm pretty sure those folks aren't quite as happy in Bhutan, but like overall Bhutan is just very green and like it cares about the environment and cares about like a specific subset of religions and like and people are more often content in keeping things the way they are rather than trying to like progress in various different ways. This is why this book and this conversation today from my perspective is so important, right? I think the AI industry has done a terrible PR job in general. So if you and you know others can clearly articulate why AI is good, that may hopefully unlock some of this debate.

新技术带来的道德恐慌与实际价值

主持人:确实,这非常耐人寻味,因为很明显大众已经在实际使用这项技术了。如果根本没有人用 ChatGPT 或 Claude Code,那自然就不会有任何争议;大家显然很喜欢它们。只是那些从中获得巨大价值的人往往不怎么发声,而各种负面声音却不绝于耳。

这其中还存在着某种针对“聊天机器人伴侣”的道德恐慌,这跟历史上小说刚出现时被视为洪水猛兽的情形如出一辙。历史上充斥着老一辈人痛斥小说正在毁掉年轻一代的记载,说年轻人如今都活在虚构的幻想世界里,脱离了现实生活。比如在德国,《少年维特的烦恼》(Die Leiden des jungen Werthers)是一本极为著名的著作,当年甚至引发了一些自杀悲剧,这确实令人悲痛;但如今,它却成了每个德国高中生必读的经典,被奉为德国文学的崇高瑰宝。后来人们又觉得漫画书极其有害,电子游戏极其败坏人心,历史上不同时期总有不同程度的抵制与恐慌。

目前聊天机器人也被视作洪水猛兽,但与此同时,显然有大量人群从这些聊天机器人中获得了极大的价值。如今,获取医疗建议的门槛瞬间变低了,获取法律咨询更便宜了,有时甚至连获得心理与情感支持的成本也大幅降低了。然而,你很少听到那些数以亿计的真实用户站出来发声,讲述这项技术如何帮助他们走出轻生念头、摆脱极度悲伤与功能失调的状态。所以我认为你说得很对,在某种程度上,不仅是 AI,整个“未来”本身都需要更好的宣传与沟通。

好了,让我们回到对前沿科学的探索,因为我想确保我们能充分探讨书中那些极其引人入胜的内容。

我们之前聊过了药物研发,也聊过了计算生物学。你在书中提到的另一个非常有趣的领域是经济学,并且引用了一个耐人寻味的统计数据:经济学家在过去 150 次经济衰退中,有 148 次未能成功预测。你在 Salesforce 带领团队期间,打造了一个“AI 经济学人”(AI Economist),它基本上在一个模拟社会中运行,并提出了超越现有顶级经济学基准的政策建议。请带我们详细了解一下这个项目。

Original English

Interviewer: Yeah, it's really interesting because clearly people use the technology. It's like if no one used ChatGPT or Claude Code like there wouldn't be a problem. People clearly like it. It's just that the people get a lot of use out of it are not quite as vocal and there are negative things. There's also some amount of moral panic about chatbot friends similar fashion to how novels used to be a really bad thing. Like there's all kinds of stories of older people saying oh these novels are ruining the youth. They're now living in these dream worlds and are distracting themselves from the real world. And like you know like the lightness is a very famous book in Germany actually led to some suicides is really sad and like now it's like the book every German kid has to read in high school and it's just like a high form of literature in Germany and then comic books were really bad and computer games are really bad and like you know there are various sort of levels of that and currently the chatbots are really bad but there also clearly a lot of people get a ton of value out of these chat bots and now all of a sudden you make access to like medical advice cheaper, legal advice cheaper, and sometimes also emotional advice cheaper. But you don't hear many people like or the many people that clearly exist who are like hundreds of millions of users of these technologies talk about how much this helped them not commit suicide or something or not be very sad and dysfunctional and so on. So I do think you're right like in some ways not just AI but feel like the future as a whole needs better marketing. All right, going back to our tour because I want to make sure we cover some of the fascinating parts of the book. Uh, so we talked about drug discovery. We talked about computational biology. Another fun example or domain that you mentioned is economics with a fun stat where you said economists failed to predict 148 of the last 150 recessions. And so your team while you were at Salesforce built an AI economist that basically operated on a simulated society and you came up with policy recommendations that were better than the state-of-the-art coordinate of quote. Walk us through that.

AI 经济学人:用双层强化学习模拟社会政策

嘉宾:好的。经济学是一个非常奇特的领域,遗憾的是,它并不像计算机科学或许多其他自然科学那样拥有清晰明确的基准测试(benchmarks)。在那些学科中,如果你在某个基准测试上取得了更好的成绩,就明确证明你的思路和算法更优越,大家都应该向其学习和研究。

当我们把关于双层强化学习系统的学术论文提交给《自然》(Nature)和《科学》(Science)期刊时,它们直接被初审拒稿(desk reject)了。在其中一次审稿中,某位对人工智能一无所知的伦理学家直接给出了拒稿意见,甚至连整篇论文都懒得通读,理由仅仅是“用强化学习做 AI 经济学研究是一件极其荒谬古怪的事”。于是论文就这样被直接枪毙了。

正因如此,经济学往往沦为一门纯粹的政治性学科。如果你身处一个带有特定政治倾向与既定世界发展诉求的经济学系,你就只能撰写符合该政治意识形态的论文。这不幸导致客观研究变得极其难以开展。

因此,我们尝试构建了模拟环境——这是一个非常简化的模拟,里面有一群智能体(Agent)。这是在 2018 年做的工作,当时智能体的架构比现在简单得多。它们各自拥有特定的效用函数,设定了每天愿意工作的时长。这些参数是从某些先验假设中采样出来的,毕竟现实中并非所有人都愿意每天工作 14 个小时。基于这些基本假设,我们让这些智能体在模拟环境中收集资源、建造房屋;它们甚至可以通过阻碍其他智能体获取资源来建立垄断,从而变得更加富有。

接着,我们引入了一个“元智能体”(Meta-agent),它观察所有这些底层智能体的行为,并自主决策如何对不同的智能体群体进行征税和发放补贴。在这样一个相对精简的模拟体系中,你基本上可以赋予它一个全局的奖励目标。比如在我们的实验中,我们将初始目标设定为“平等程度 × 生产力”。你既希望经济能够保持增长,但同时也不希望某个单一智能体垄断所有资源而让其余所有人都陷入赤贫。显而易见,你不能只追求绝对的平均,也不能只看重生产效率,因此我们将这两项指标以乘积的形式结合在一起。

如果大家都认同这是一个合理的奖励机制,那么当政客们宣称“我打算实施某项政策来扶持中产阶级”或“推行某项举措来实现特定目标”时,如果我们拥有一个更大规模的模拟系统,就可以将他们的某项具体提案置于数十亿年的模拟演化中进行推演——模拟长期的税收与补贴动态,从而验证这项提案是否真能达成他们所宣称的施政目标。或者更进一步,当你对数十亿年不同的税收年份进行充分模拟后,很可能会发现远比人类现有设想更优越的方案。

我们的研究发现,底层智能体甚至会主动尝试避税——比如在纳税节点之前集中抛售资产,或者在刚过税收年份后集中实现收益等等。更有趣的是,这篇论文对比了经济学界广泛使用的经典基准,其中一个极为著名的公式叫做赛斯公式(Saez formula)。在传统经济学中,它展现了优美的数学推导,并且可证明地……

Original English

Guest: Yeah, economics is a really interesting field that unfortunately doesn't have obvious benchmarks the way computer science and many other sciences have where you just say if you do better in this benchmark you clearly have the better ideas, the better algorithms and we should all learn and study those. When we submitted these papers on two-level reinforcement learning systems to Nature and Science, they just desk-rejected them. In one case, some random ethicist who had no idea about AI, it was just like desk reject. I'm not even going to read the full paper because AI for economics with reinforcement learning is just a weird thing. And so it was just like gone. And so because of that, economics often becomes just a political field. And if you're in one economics department that has a certain political slant and direction they want to see the world move into, you just have to write papers that make sense for that political ideology. And so that unfortunately makes it very hard to do more objective research. And so we tried to create the simulations, very simple simulation where you have a bunch of agents, you know, this is from 2018. The agents were much, much simpler back then. They just had a certain utility function. They had certain hours in the day that they would be willing to work. They were sampled from, you know, certain priors that you may make assumptions about. You know, not everyone wants to work 14-hour days. But some people, you know, you basically make all these assumptions. And then you let these agents collect resources, build houses, they can block other agents from those resources to try to build monopolies and become even wealthier. And then you had a sort of meta agent that looked at all of these other agents and basically chose how to tax and subsidize different groups of agents. And in that fairly simple simulation, you could essentially give it an overall reward. Like in our case, we said let's maybe start with equality times productivity. You want the economy to grow, but you also don't want like one agent to have access to everything and everyone else is really poor. And so you obviously don't want just equality and you don't want just productivity. So you have a combination of these two multiplicatively. And now if you agree that that's a good reward, you could have politicians say, "Well, I'm going to do this and that to help for instance the middle class or like to do this and that." But if we had a much larger scale-up simulation, you could then run their one proposal through billions and billions of years of simulations and of taxation and subsidization to say, "Well, will that proposal really result in that outcome that you say you have the goal that you have?" Or maybe probably if you simulate billions and billions of years of different tax years, maybe there are better ways. And what we found is that the agents will try to avoid taxes by like dumping a bunch of stuff before or making like a bunch of gains just after the tax year and so on. And the funny thing is that paper basically the baselines that the field uses, one very famous formula is called the Saez formula in economics and basically it's beautiful math and it shows that provably...

强化学习与动态经济模拟

Speaker A: 它是最优税收方案,但那只是单步经济模型中的最优税收方案——即你做出一次经济决策后,就再也不做其他决策了。我们证明了这种非常复杂的强化学习(RL)系统基本上能够复现这一结果,得出相同的解决方案。但现在,你实际上可以应对这样一个事实:经济学是包含许多不同决策的时间序列,你可以不断学习与适应,而且智能体对某些税收和补贴方案也会产生反向适应。它们会试图钻空子或博弈,而你依然能够对此进行模拟。

Original English

Speaker A: It's the optimal taxation scheme, but it's the optimal taxation scheme in a one-step economy where you make one economic decision and then no other decision again. And so we showed that this very complex RL system basically recovers that thing and does come up with the same solution. But now you can actually deal with the fact that economics is a temporal sequence of many different decisions and you can learn and adapt and there are counter adaptations from the agents to certain taxes and subsidy schemes. They're trying to play things and then you can still simulate it.

Speaker A: 所以我希望那篇论文最终能迎来类似 GPT-3 的高光时刻——有人能真正将其规模化,构建出一个极其逼真的模拟系统,进而让 AI 为我们提供反馈。显然,我们不想在没有任何人类监督的情况下让 AI 直接做这些决策,但至少可以获得一些经济政策建议,指导我们如何最客观地去实现设定的目标。当然,人类随后必须真正形式化地定义我们社会的目标究竟是什么。

Original English

Speaker A: And so my hope is eventually that that paper will have kind of a GPT-3 moment where someone actually scales it up, builds a really realistic simulation, and then we could have AI give us feedback. Obviously, we don't want to let the AI make those decisions without any human oversight, but at least have some economic policy suggestions on how to most objectively try to achieve the goals we want to set. And of course, humans then have to really formalize kind of what is the goal of our society.

Speaker A: 在许多方面,这些都是哲学和政治哲学反复探讨过的非常深刻的问题。无论是社会主义、资本主义,还是像社会市场经济——比如在医疗保健等领域保留一定监管,但在其他领域不设限以鼓励竞争——你都可以明确定义一次自己真正的目标到底是什么。因此,我希望多年以后,这类系统能够帮助我们更好地运行经济,使其成为一门更加客观的科学。

Original English

Speaker A: And in many ways, these are very deep questions that philosophy and political philosophy have asked many times. Socialism, capitalism, maybe social market economies where there's some regulation in healthcare, but maybe not in other areas and you want competition—you can actually define once like what your real goals are. So I think hopefully over the years, this kind of system will help us run economics much better and make it a much more objective science.

经济模拟的可行性与现实考量

Speaker B: 你认为我们有可能把经济的所有细微之处都完整建模出来吗?这现实吗?目前围绕“世界模拟”正在兴起一个新的领域,行业里也有几家令人兴奋的公司;但与此同时,经济运行包含大量理性决策,也包含大量非理性因素。它极具人性特征,充满恐惧与贪婪。所有这一切真的能被 AI 建模吗?

Original English

Speaker B: Do you think that's realistic that we could model all of the economy with all its nuances? There is an emerging space around simulation of worlds and a couple of exciting companies in the space, but at the same time the economy is a lot of rational decision but a lot of irrational stuff. It's very human. There's fears, there's greed. Can all of this be modeled by AI?

Speaker A: “所有模型都是错的,但有些是有用的。”我认为我们可以让这些模型变得越来越有用,它们的错误也会越来越少。我们已经看到了令人惊叹的成果:你可以给大语言模型设定提示词,告诉它“你现在是一个来自某地区的 43 岁人士等等”,输入各种关于其行为方式的提示设定。在经历了互联网上数十万亿 token 的训练之后,它就能说出与该背景下真实人群非常相似的话。因此,我确实认为这些模型会越来越好,模拟的保真度也会越来越高。一旦跨越某个临界点,AI 模拟给出的建议就会变得更加实用。

Original English

Speaker A: "All models are wrong. Some are useful." I think we can make those models more and more useful, and they'll be less and less wrong. I think we've seen surprising results where you can prompt an LLM and say, "You are now a 43-year-old from this region, blah blah blah." Give them all kinds of prompts on what they're supposed to act like. And then after having trained on tens of trillions of tokens on the internet, it can say similar things to what people might say from that setting. And so I do think these models will get better and better. The fidelity of the simulations will get higher, and once they cross a certain threshold, then the recommendations from such a simulation with an AI could become more useful.

Speaker A: 不过我认为这在美国相当长一段时间内都很难落地。那里的身份政治和特殊利益集团根深蒂固,超级政治行动委员会(Super PAC)等资金运作盘根错节,极不可能被采纳。我的直觉是,像新加坡或中国这样的国家更有可能会尝试运用这些理念——大家达成共识,或者至少明确声明“这就是我们的目标函数”,然后全力以赴去设定各项税收和补贴机制,以真正实现该目标。

Original English

Speaker A: I don't think this is very feasible in the United States for a very, very long time. There is just so much identity politics and special interest groups and how Super PACs and so on get funded that it's very, very unlikely to be used. My hunch is like Singapore, China will probably be more likely to try to use those ideas, say, "Hey, we all agree or we at least make it very clear that this is our objective function, and then we're going to really try our best to set the various taxes and subsidies and so on in a way that really achieves that objective function."

数据质量与前沿实验室的挑战

Speaker B: 好的,太棒了。我们刚才讨论了药物研发、计算生物学以及经济学层面的内容。你在书中还谈到了天文学和神经科学,再次强烈推荐大家阅读这本书,去了解所有的故事和细节。接下来让我们聊聊“尤里卡机器”(Eureka Machine)本身。你之前提到了四个阶段,在我们深入探讨之前,还有一个关于输入给这些机器的数据质量的问题。因为如果你用大量 AI 数据去训练 AI,难道不会继承整个人类历史上流传下来的所有偏见、预设以及错误的东西吗?

Original English

Speaker B: Okay, great. All right. So we talked about drug discovery, computational biology, that was the economics aspect. You talk about astronomy. You talk about neuroscience. So would again strongly encourage people to read the book and hear all the stories and all the nuances. Let's talk about the Eureka machine itself. You alluded to four stages, and maybe as we get into that question, there is also the question of the quality of the data that is fed in all those machines. Because if you train AI on a lot of AI data, don't you inherit all the biases and the assumptions and all the stuff that is just wrong that is spread out through all of human history?

Speaker A: 是的,我认为 AI 的表现往往取决于我们赋予它的人才、数据、系统、基础设施以及奖励机制。我们必须非常谨慎地去设计和过滤所有这些要素。虽然我们拥有的控制力越来越强,但令人吃惊的是,前沿实验室用于 AI 的一些环境和沙盒工程化水平依然相当粗糙。

Original English

Speaker A: Yes, I think AI often is only as good as the people, the data, the systems, the infrastructure, the rewards that we give it. And we have to be very careful about how we design and filter out all of those things. I think we have more and more control over it. But it is still surprising how poorly engineered some of the environments are and some of the sandboxes are that Frontier Labs use for AI.

尤里卡机器的第一支柱:摄取人类全量知识

Speaker B: 那么让我们来深入探讨这台机器本身吧。你提到了四大核心支柱,请为我们详细介绍一下第一支柱。

Original English

Speaker B: So let's get into the machine itself. So you got four core pillars. Walk us through the first one.

Speaker A: 好的,关于这四大支柱,我之前简要提到过。第一支柱基本上就是大语言模型,其核心任务是尝试将全世界的知识摄取到尤里卡机器中。这里非常有趣的一点在于,某种程度上发生了一个奇特的循环——我在书中没有过多展开,但现在大家正在经历它:少数几家大型闭源实验室(如 Anthropic 和 OpenAI)几乎抓取了公开互联网上能获取的一切资源来训练模型;随后,中国的开源公司基本上通过知识蒸馏(distillation),从这些闭源模型中汲取了大量知识;接着他们又将模型开源回公共领域。于是,这些知识又重新回到了最初的公开互联网之中。因此我认为显而易见,第一支柱就是获取全世界的全部信息,并具备对这些不同概念以及现有知识庞大组合空间进行推理的能力。

Original English

Speaker A: So yeah, the four pillars, I briefly alluded to them earlier, where the first one is just large language models essentially to try to ingest the world's knowledge into the Eureka machine. And I think the interesting bit here actually is that in some ways there's this weird cycle that happened that I don't talk about in the book as much, but it sort of lived through this now: which is the few large closed labs, Anthropic and OpenAI, took almost everything they could from the open internet, trained a model, but then the Chinese open-source companies basically siphoned a lot of that knowledge out of those closed source models by distilling it. But then they open sourced the model back into the open domain. So now the knowledge is back in the open internet where it started. And so I think it's very clear that that first pillar of just having access to all the world's information, being able to reason through all these different concepts and the crazy large combinatorial space of existing knowledge, is the first pillar.

尤里卡机器的第二支柱:现实物理世界的测量模型

Speaker B: 那么第二支柱是现实本身的物理模型。这具体意味着什么呢?

Original English

Speaker B: So pillar two is a model of reality itself. So what does that mean?

Speaker A: 如果你思考一下人类感知的局限性以及现有的人类知识体系,再想想我们究竟该如何拓展它——你就必须着眼于科学测量。人类无法直接肉眼观测到引力波,也无法直接看到伽马射线,但我们可以制造工具和科研仪器来替我们测量这些现象。因此,这是一个与人类经验知识截然不同的第二支柱:在很多情况下,这些现象尚未被人类语言完整描述;在某些情况下,用人类语言去描述它们会极其复杂。就像我们现在可以说“神经网络之所以预测了这个词,是因为这 500 万个参数共同作用的结果”,但即便你把这 500 万个参数逐一罗列出来,你也无法建立起直觉,因为整个系统太复杂了。这类似于当你想转动方向盘时,没有人能真正解释清楚大脑为何要调动小指里的某一根肌纤维——我们的大脑无法访问底层的微观机制;即便能够访问,答案也仅仅是“因为这个极其复杂的庞大系统”。因此,第二支柱的核心能力就是让 AI 接收所有这些科学测量数据,并开始真正消化吸收,从中提炼出真正的科学认知。

Original English

Speaker A: If you think about how limited human perception and the current set of human knowledge is, and how we could actually expand that, you have to look at scientific measurements, right? We cannot observe gravitational waves, we cannot observe gamma rays, but we can build tools and scientific machines that measure these things for us. And so that is a clear second pillar that is different from human knowledge that in some cases hasn't been fully described in human language, and in some cases might be very complicated to describe in human language. Like we can already say, "Oh, a neural network predicted this word because of these five million parameters," but it's like, okay, well you just list them all out, but you don't gain an intuition because the system is so complex. Similar to how no one can really say why did you move this muscle fiber in your pinky when you try to move the steering wheel. No one has access to that in their brain. And even if they did, it would just be like, "Because of this very complex system." And so that is basically the ability of an AI to take in all of these measurements and try to start actually digesting it and extracting real knowledge from scientific measurements.

构建宇宙法则模型与虚拟细胞

Speaker B: 第一支柱听起来目前已经存在了,那第二支柱现在存在吗?你该如何教会一台机器理解宇宙的物理法则?

Original English

Speaker B: And pillar one sounds like it already exists. Does pillar two exist? How do you teach a machine the rules of the universe?

Speaker A: 首先,你必须与众多不同的科学领域展开深度合作,共同构建一个涵盖物理、化学、生物学乃至更大系统的基础模型,并让众多大学和实验室协同工作,将所有成果汇聚到一个模型中。虽然我们已经将人类的知识投影到了互联网上,但有海量的信息是根本无法或不适合直接上传到互联网的,这些东西依然深藏不露。目前许多公司都在致力于研发所谓的“基础模型”(Foundational Models),有些公司将其重新包装为“世界模型”(World Models),尽管底层技术十分相似。他们的做法基本上是尝试摄取某一领域的尽可能多的信息,比如构建首个虚拟细胞(virtual cell)范例——该模型可能特别擅长预测特定基因变异等效应,但尚无法覆盖虚拟细胞的许多其他复杂维度。虚拟细胞正是这样一个极佳的目标里程碑,目前正吸引着众多不同的团队共同攻坚。

Original English

Speaker A: So one, you'd have to really collaborate with a lot of different sciences to put together this kind of foundational model of physics, chemistry, biology, and larger and larger systems, and then have many universities and labs work together to bring all of that into one model. So I think we've had sort of the projection of humanity's knowledge onto the internet, but there are just lots of things that just don't make sense to put up on the internet, and so those things are still hidden. Many companies are now working on quote-unquote foundational models; some of them have now rebranded them as world models when there is similar technology below, where they basically try to ingest as much information about one domain. And then they build a first example of a virtual cell that is particularly good at estimating particular gene variants or something, but not lots of other aspects of a virtual cell. A virtual cell is a good example of a goalpost where many different teams...

第三支柱:多层级抽象的计算模拟

嘉宾(Richard Socher):……需要汇聚在一起,将所有这些数据整合到一个统一的模型中。目前还没有人能够完整实现这一点,它现在还不存在。

Original English

Richard Socher: ...would have to come together and bring all of that data into one unified model. In its full glory, that doesn't exist yet.

主持人:好的。接下来是第三支柱。我们正在描述你所谓的“欧洲机器”(Eureka Machine)的四大支柱——也就是这台超强 AI 科学发现机器。第三支柱是模拟(Simulation)。这与我们之前讨论的经济学有些关联。那么,你会针对不同领域创建不同的模拟系统,还是为所有事物构建一个统一的模拟系统?

Original English

Host: Okay. And then pillar three. Again, we're describing the four pillars of the Eureka machine, which is this superpowered AI scientific discovery machine. Pillar three is simulation. That goes a little bit to what we were discussing about economics. Would you create different simulations for different domains, or one simulation for everything?

嘉宾(Richard Socher):在理想状态下,我们会为所有事物构建一个无所不包的庞大模拟系统。但在现实中,显然存在不同层级的抽象。对于绝大多数方面,你其实不需要去模拟极度复杂的亚原子粒子层面的所有量子细节。

你可以直接从分子层面切入,然后根据化学规律(比如价电子层等理论)掌握这些分子如何相互作用。而在生物学中,有时你甚至可以进一步抽象:“我甚至不需要关心那个具体分子,我只需要将它整体视为这种蛋白质,而这种蛋白质是在细胞层面上发生连接的。”

因此,你虽然在试图将它们整合构建在一起,但必须借助计算效率和层级抽象——人类一直以来都非常擅长构建这种抽象,而计算机科学作为一个领域尤其擅长此道。就像现在已经没有人需要用 0 和 1 去编程了一样,人们现在甚至可以用英语来编程,底层的许多抽象细节都可以被忽略掉。

我认为在物理模拟中同样如此,我们可以忽略掉越来越深层次的底层细节。但有时情况会特殊一些,比如量子生物学中,可能存在一些我们此前未曾意识到、因过度简化而被忽略的效应。这些效应未来可能会在大型模拟模型中显现出来,进而让 AI 能够基于此尝试开展实验。

Original English

Richard Socher: In a perfect world, we'd create one crazy simulation for everything, but there are obviously sort of different levels of abstraction. And sometimes, for most aspects, you actually get away with not having to simulate all the quantum details of a very complex subatomic particle. You can just say, "All right, these are the molecules," and then you know how in chemistry those molecules will work together based on valence shells, etc. And then in biology, you sometimes just can abstract from, "Oh, I don't even care about that molecule. I'll just say this is overall this protein, and that protein connects to a cell at that level."

So you try to build it all together, but then you have to have computational efficiencies and abstractions that humanity has been good at building, and computer science is particularly good as a field in building. Like no one has to program in zeros and ones anymore; they can now program in English, and a lot of the abstractions can be ignored.

I think similarly in these physical simulations, we can ignore more and more levels down. But sometimes, there is sort of quantum biology, and there are maybe some effects that we didn't realize and we oversimplified, and those might come out from one large simulation in which the AI can then try to experiment.

主持人:这第三个层级或第三支柱,目前是以零散碎片的形式存在吗?

Original English

Host: And that level three or pillar three exists in bits and pieces?

嘉宾(Richard Socher):是的,散落在许多细小的碎片中。最简单的例子就是围棋或国际象棋的模拟环境,对吧?这种我们已经完全掌握了,非常简单。

现在许多人正在努力攻克的一个引人注目的新方向是“虚拟细胞”(virtual cell)。如果我们能实现这一点——真实的单个复杂人类细胞极其精细复杂,我们离完全模拟还有很长的路要走。但我相信,随着足够多的人才汇聚并获得充足的资金支持,我们最终能够构建出一个相当实用的虚拟细胞模型。

Original English

Richard Socher: In many small bits and pieces, right. The simplest example is like a simulation of Go or chess, right? That's like, okay, we have it, it's easy. An interesting new one that many people are working towards now is a virtual cell. If we had that—I mean, a real human cell is so complex, we're very far away from that. But I can see how, with enough people coming together with enough funding, we can eventually get to a fairly useful model of a virtual cell.

第四支柱:现实世界实验与自动化实验室

主持人:好的,太棒了。第四支柱就是现实世界(Real World)了吧?

Original English

Host: Okay, great. And then pillar four is the real world.

嘉宾(Richard Socher):没错。在某个阶段,尤其是在生物学领域,但实际上在所有其他领域亦然,你必须工程化地落地一套系统。你必须切实地把系统搭建出来,以验证模拟中是否遗漏了某些因素或混杂变量(confounding variables)。你必须在现实世界中切实运行实验。

显然,在物理、化学和生物学这类尺度较小的场景中,你可以在实验室里完成;但在某些时候,你必须制造真实的机器、真正走向外太空构建卫星等等,在宇宙的各种尺度上进行实际测量。

因此,我认为随着 AI 在前三大支柱上变得越来越强大,我们把越来越多的资源倾斜投入到第四支柱中是完全合理的。这其中存在着清晰的演进时序。

Original English

Richard Socher: That's right. At some point, especially in biology, but in all other fields, you have to engineer a system. You have to really put it together to see if you missed anything in your simulation, any confounding variables, and so on. You have to really run experiments in the real world. And obviously, in the smaller case of physics, chemistry, and biology, you can do that in a lab. At some point, you have to build real machines, really get out there, build satellites and whatnot, and take measurements of the universe at all kinds of scales. And so, it makes sense for us to put more and more resources behind that as AI has gotten really, really good in the first three pillars. So there's some sequence to it.

主持人:未来的发展方向会是自动驾驶式的机器人实验室(self-driving robotic labs)这一概念吗?如果是的话,我们距离那一步还有多远?

Original English

Host: And is the future a concept of self-driving robotic labs, and if so, how far away are we?

嘉宾(Richard Socher):我很欣喜地看到业界已经出现了早期的探索,比如 Periodic Labs 就是一个极佳的范例。我非常高兴看到大家已经开始朝这个方向思考了。

从我个人的投资视角来看,现在这个节点可能稍早了一点;但在两到三年内,我认为时机就会恰到好处。届时我们将解决很多软件层面的难题;我们在语言模型(LLMs)处理科学数据方面会变得极其出色,并可能将语言模型与构建更高保真度的模拟系统相连接。到那时,我们可以让 AI 提出设计极其出色但成本高昂的实验——这些实验可能需要数小时、数天甚至数周的时间才能完整跑完。

届时我们还将拥有更好的类器官(organoids)或微型细胞系统,基于人类来源的干细胞构建。比如 Parallel Bio 就针对人类淋巴结免疫细胞等系统开展疾病研究,让你能够借助自动化机器人更快速地在这些细胞上进行实验。

这类实际案例目前已经崭露头角。我想在化学领域也有“化学计算机”(chemputer),能够把少量分子合成组合在一起。在生物领域,Parallel Bio 利用类器官开展临床试验就是前沿范例。顺便提一句,单单这一家公司就已经获得了 FDA 的批准,可以在特定流程中跳过动物实验。

这意味着在未来几年内,可以节省数以百万计的资金,并挽救大量原本仅仅为了被测试、解剖和评估而繁育的动物生命。如果你热爱动物,你也可以因此热爱 AI,因为 AI 已经在通过像 Parallel Bio 这样的公司实实在在地拯救动物生命,而不仅仅是停留在未来的远景中。

我认为目前有大量非常令人惊叹的针对性工作正在开展。而以更广泛的通用性将它们构建出来,正是让 AI 和智能体群(agent swarms)更高效地协同运转在所有这四大支柱之上所必需的前提。

Original English

Richard Socher: I love that there are first efforts in this—Periodic Labs is a great example of that. I love that we're starting to think about this. Personally, from an investing perspective, I feel like it's a little bit early, but in two to three years, I think it'll be right on time. We'll have figured out a lot of the software. We will be really good at the LLMs, the scientific data, and connecting that also potentially to LLMs building even more high-fidelity simulations. And then we can ask the AI to come up with really good, expensive experiments that can take sometimes hours, days, or weeks to really run through.

We'll have better organoids or tiny cell systems where, based on human-derived stem cells, Parallel Bio, for instance, works on human lymph nodes and immune cells, and then you can experiment with those cells more quickly. That is done with robotics already, so a few real examples of that exist. I think there's a chemputer too in chemistry that can put together a small set of molecules.

There are first examples of this with Parallel Bio with organoids and doing clinical trials with that. By the way, that company alone has already gotten FDA approval to skip certain animal trials. So you save many, many millions over the next few years, and lives of animals that are just bred to then be tested upon, dissected, and evaluated. If you love animals, you can also love AI, because AI is now already—not just will eventually, but through this one company, Parallel Bio—already saving animal lives that are bred for being tested upon.

And so I think there's tons of really amazing work that is very targeted. To build these out in more and more generality is kind of what is required to then allow the AI and the agent swarms to sit on all of these four pillars more efficiently.

智能体群的开放式探索与算力约束

主持人:是的。为了梳理完整个框架,系统里还包含这样一个智能体群(Agent Swarm)。那么,这些智能体具体承担什么工作?是由它们来决定运行哪项实验,还是仍然由人类来决定机器的运转?是智能体负责测量实验输出结果,还是由人类来进行测量?整个工作机制是怎样的?

Original English

Host: Yeah. And to finish the tour, there is this agent swarm. So what do the agents do? Do they decide which experiment to run, or is a human still deciding what the machine runs? Do the agents measure what's coming out, or is it a human measuring it? How does that work?

嘉宾(Richard Socher):在理想情况下,智能体将参与尽可能多的科学研究全流程,类似于真实科学共同体的工作方式。在许多情况下,科学、文化甚至生物学的演进都具有开放性(open-endedness)的特征,这对我们在 Recursive 的研究极具启发性。

智能体群实际上是在高度并行地探索各种截然不同的有趣想法,随后再将这些想法进行重组融合。这种开放式进程在生物学中造就了从人类手指、眼睛到大脑的一切奇迹;在技术史上也有无数类似的案例。

我们在 Recursive 的联合创始人之一 Jeff Clune 经常探讨这一点:如果你仅仅想着“让这个锅加热食物的速度更快一点”,你是无论如何也发明不出微波炉的,对吧?你哪怕把各种压力参数都调到极致也无济于事。你必须先去研究雷达技术,接着在研究雷达的过程中偶然发现口袋里的巧克力棒融化了,最终才顺理成章地发明了微波炉,从而大幅加快了加热食物的速度。

因此,不同的研究路径和跨领域的思想重组会在这里汇聚,我们可以通过智能体群越来越好地对这种开放式探索过程进行建模。

Original English

Richard Socher: The agents will ideally work on as much of the scientific process as possible, similar to how scientific communities do it. And in many cases, the evolution of science, culture, and even biology has aspects of open-endedness, which is very inspiring for us at Recursive also. They are basically exploring interestingly different ideas highly in parallel that then can be recombined.

These open-ended processes have led in biology to everything from our fingers, eyes, and brains. In technology, there are lots of examples. Jeff Clune, one of our co-founders at Recursive, talks about this a lot: how you can't get a microwave if you just say, "Make this pot faster in heating up my food," right? And you just add all kinds of pressure and so on. But you had to work on radar technology and realize a chocolate bar in your pocket was melting as you worked in radar to then eventually get to a microwave to warm up your food faster.

And so there are these different paths and recombinations of different research ideas that can be coming together, and we can model that better and better with agent swarms.

主持人:鉴于我们试图建模的对象如此复杂,尤其考虑到跨领域的知识交叉碰撞,这听起来像是一台对算力和数据极其渴求的超级机器。我们目前拥有足够的算力吗?我们拥有足够的数据吗?毕竟 Ilya Sutskever 曾表示我们已经触及了数据的极限(Reached Big Data)。这台机器是否需要自行生成数据?核心的瓶颈和制约因素究竟是什么?

Original English

Host: It sounds like an incredibly compute-hungry and data-hungry machine given the complexity of what it is that we're trying to model, especially as we think about cross-domain pollination. Do we have enough compute? Do we have enough data? I mean, Ilya said we've reached big data. Does the machine need to create its own data? What are the constraints?

嘉宾(Richard Socher):确实如此,算力是当前最大的制约因素。我认为在未来,全人类(以及我们目前在各大企业内部已经看到的趋势)将越来越需要做出抉择:哪些问题真正值得投入算力去解决?我们应当为解决该问题分配多少算力?随后将会诞生新型的缩放定律(scaling laws),即只要我们投入充足的算力,就能真正攻克各类不同性质的科学难题。

至于数据方面,我认为公开互联网上的绝大部分存量数据确实已经被许多实验室充分消化吸收了。然而,世界上始终在源源不断地产生新数据,新闻中每天都在发生全新的事件。这也是为什么在 You.com,我们与很多像 NeoLabs 等前沿实验室展开合作,当他们针对上周刚发生、尚未纳入任何训练数据集的新事件进行提问时,我们能够持续为他们提供最新的搜索检索结果。

Original English

Richard Socher: Indeed. Compute is the biggest constraint. I think in the future, more and more humanity—and already we see this inside different companies—will have to decide: what problem is worth solving, and how much compute do we give to solving that problem? And then there will be new kinds of scaling laws where we give enough compute to really solve different kinds of problems.

And yes, I think the majority of the public internet has been digested by a lot of these labs, but there's always new data; there's always new things that happen in the news. That's why at You.com, we work with a lot of labs like NeoLabs and others to just give them constantly new search results when they ask about something that just happened last week and wasn't yet part of any training data set.

主持人:好的,非常感谢这番拆解。方才提到的许多前沿理念,如今都融入到了你的新创业公司 Recursive 之中。请给我们详细介绍一下这家公司吧。

Original English

Host: All right, thanks for that. So a lot of those ideas are embedded in your new startup called Recursive. Tell us about the company.

Recursive 的创立与递归自我改进愿景

Richard Socher: 是的。Recursive 创立的目标就是构建递归自我改进的超级智能(recursive self-improving superintelligence),以实现知识发现和科学发现的自动化。实际上,我们八位联合创始人走到了一起,尽管各自切入的方向截然不同,但在某种形式上都达成了相同的共识。例如,Tim Rocktäschel 和 Jeff Clune 主要来自开放式探索(open-endedness)和进化算法等研究方向。

Original English

Richard Socher: Yeah. So, Recursive started with the goal of building recursive self-improving superintelligence to automate knowledge discovery and scientific discovery. And it came actually the the eight co-founders came together and we all in one form or another came to the same realization, but actually from very different directions. Tim Rocktäschel and Jeff Clune, for instance, came very much from this open-endedness research direction of evolutionary algorithms and so on.

Richard Socher: 而我则更多地来自于这样一种思考逻辑:起初,我们通过词向量(word vectors)和神经网络实现了特征工程(feature engineering)的自动化;随后,我们通过统一的模型架构实现了架构工程(architecture engineering)的自动化。那么,自动化的下一个层级是什么?那就是在整个 AI 研究领域中,实现概念构思(ideation)、落地实现以及验证评估的全面自动化。这显然是解锁全新能力维度的下一阶段。当你思考科学的自动化,进而将 AI 研究的自动化反哺并应用于 AI 自身时,不知不觉中,你就已经进入了这个递归自我改进(recursive self-improvement)的飞轮闭环。我们坚信,这将会成为一次重大的能力跃迁,使我们能够将这种级别的智能广泛应用于各类其他科学发现之中。

Original English

Richard Socher: I came very much from this idea of, well, we automated feature engineering to have word vectors, we have neural nets, then we automated architecture engineering by just having one unified architecture. What's the next level of automation? It's like the actual ideation and implementation, validation of general ideas in all of AI research, and that's like clearly and obviously the next level to unlock a new set of capabilities. And when you think about the automation of science, and then you apply the automation of AI research to AI like itself, before you know it, you're in this recursive self-improvement loop. And we believe that that will be a great unlock to then apply that kind of intelligence to all kinds of other scientific discoveries.

算力投入与商业落地路线

Matt Turck: 你们募集了一轮高达 6.5 亿美元的巨额融资。而且有趣的是,结合我们刚才探讨的算力话题,我了解到你们直接将筹集到的大部分资金——整整 4.1 亿美元——投入到了与亚马逊达成的一项单笔算力协议中。这充分印证了算力所具有的根本重要性。

Original English

Matt Turck: And you guys raised a massive round of $650 million, and interestingly, to the compute discussion that we were just having, I read that you committed $410 million, basically most of what you've raised, to a single compute deal with Amazon. So that goes to show the fundamental importance of compute.

Richard Socher: 是的,我们最终总共筹集了大约 6.7 亿美元左右。而且毫无疑问,在未来的长远发展中,这笔算力交易可能只会是我们规模最小的算力订单之一。

Original English

Richard Socher: Yeah, we raised in the end like $670-ish million, and yeah, that will probably be one of the smallest compute deals that will happen in our future.

Matt Turck: 那么,外界可以对公司抱有怎样的期待?你们计划最先发布什么产品?大约会在什么时候面世?

Original English

Matt Turck: And so what can we expect from the company? What is it that you guys are going to release first? By when?

Richard Socher: 接下来会有几件非常值得期待的成果发布。我向你保证,它们一定会在今年内面世。我们——有时候我也对“新一代前沿实验室”(Neolab)这个分类标签感到纠结,我其实并不太喜欢这个词,因为我认为其中很多所谓的实验室最终都无法生存下去。我们是一家真正的实体商业公司,而不是学术实验室。我们在打造切实的落地产品,在与真实的客户深入交流,并且对于将这项前沿技术落地转化为对实体企业真正有价值的产品感到非常兴奋。虽然我现在还不能透露即将发布的产品细节,但我相信它会令人惊艳,而且从我们最初开展的几轮商务沟通中,我们已经确切感受到了客户的兴奋与认可。

Original English

Richard Socher: There will be a couple of interesting things coming up. I can guarantee you they will happen this year. We are—and I struggle with this sometimes—the "neolab" category, I don't love it because I think a lot of them will not succeed. We are a real company, not an academic lab. We are building real products, we're talking to real customers, and we're very excited of taking this technology and making it useful for real companies. I can't share the details yet of what we're going to release, but I think it'll be exciting, and we already know from some first conversations that it is exciting.

Matt Turck: 那么它会是一个通用的横向产品,还是会像我们刚才讨论的那样聚焦于某个特定的垂直行业领域?

Original English

Matt Turck: But is it going to be horizontal or focus on a specific vertical along the lines of what we discuss?

Richard Socher: 这里面存在一个演进的步骤与节奏。有些能力是通用的,但显然在某个发展节点上,它会越来越具有针对性和垂直专业性。我们在之前发布的一篇博客文章中,其实已经对我们正在探索的方向做了一些初步展示。这些本质上都是通往完全递归自我改进(full recursive self-improvement)道路上的里程碑。例如,博客展示了当很多人还在使用基础 AI 或在小模型上进行自动研究探索时,我们系统在特定垂直窄域内的初代“尤里卡机器”(Eureka machine)原型,就已经能够在特定复杂问题上超越人类数月乃至数年的研究积累。此外,我们还展示了它能够自主构建全新的 CUDA 内核(CUDA kernels),这对于加速模型推理至关重要,也能直接为各大超大规模云服务商(hyperscalers)以及所有提供 Token 计算服务和运行模型的机构带来巨大价值。我们对持续推进这些方向感到非常振奋,而且我们从正在使用这些内核的用户那里获得了非常正面的反馈,包括来自创建这些基准测试的英伟达(NVIDIA)团队的认可,例如以 SOLE-Exact 基准测试为例。这些成果都只是简单的实际范例,展现了这台“尤里卡机器”在通往完全递归自我改进的路径上,在 AI 研究领域所能产出的具体成果。

Original English

Richard Socher: There will be different—there's a sequence to it, and some things will be general, but then obviously at some point it'll be more and more specific. I think we did publish a blog post that gives you a little bit of a glimpse of things we're thinking about that are essentially milestones towards full recursive self-improvement, that show that, for instance, when a lot of people use AI or do some auto research on small models, our system—the sort of first instantiation of this Eureka machine in a very narrow domain—can already outperform months and sometimes years of human endeavor on particular problems. We also showed that they can build new CUDA kernels, which is very useful for faster inference, which is very useful for all like large hyperscalers and people who provide tokens and run models. And we're very excited to keep pushing those, and we've heard very positive feedback from folks who are using these kernels now, and like at NVIDIA folks that created these benchmarks—the SOLE-Exact bench as a particular example there. So yeah, those are all just simple examples of artifacts that this Eureka machine can produce when it comes to AI research on the path to full RSI.

Matt Turck: 顺便插一句,我忍不住想追问一下:为什么大多数 Neolab 算不上真正的实体公司?

Original English

Matt Turck: And as an aside, I cannot resist asking the question: Why are most Neolabs not real companies?

Richard Socher: 我的意思是,它们往往只停留在概念探索层面,比如“我们想要探索某一个特定的前沿想法”。而这类特定想法,本身只是我们的“尤里卡机器”所能产出的众多有价值的研究成果之一。但它并不是一个真正的商业产品。比如,如果你只是想去思考人类未来如何与 AI 交互,这并没有落地成任何非常具体明确的形态。因此,在评估创业团队时必须非常谨慎,要看他们是否不仅能够产出卓越的研究成果,而且真正具备交付实际产品的工程与商业能力。

Original English

Richard Socher: I mean, they're just like ideas of like, "We want to explore, you know, this particular idea." And that particular idea is like, you know, it's one of the many useful artifacts our Eureka machine could also produce. But it's not really a product. Like, you know, if you just want to try to think about how humans interact with AI in the future, that's not quite like anything very concrete. And so you have to be very careful about what are founding teams and so on that have not just done amazing research, but also shipped real products.

智能的物理学定义与理论上限

Matt Turck: 好的。在最后,我想探讨一下关于智能、超级智能以及这一切究竟将走向何方的话题。你在书的结尾提出了一个宏大的命题:“智能的极限究竟在哪里?”并且你给出了自己的定义。能否就此展开谈谈?

Original English

Matt Turck: All right. To end, I want to talk about intelligence and superintelligence and where all of this is leading. So the book ends by asking a huge question: How far can intelligence go? And you propose your own definition. So maybe talk to this.

Richard Socher: 哈哈,这个话题如果要深入展开,恐怕会远远超出我们剩下的时间。我觉得这完全足够写一本新书了。当时写到书的最后,我不得不先收尾成书。让我惊讶的是,之前竟然没有人从各个维度的复杂性上,真正把“智能”严谨地定义清楚。无论是在最底层的核心基石层面——我目前认为智能的核心由三大支柱构成:预测(prediction)、行动(action)与目标(goals),以及这三者的有机结合;它们就是智能的三大核心主成分。就像物理学中能量具有统一的计量单位一样,我们目前还没有确立“智能的计量单位”究竟是什么,这也是我现在一直在深入思考的一个问题。

Original English

Richard Socher: Yeah, that one will take us more than the time we have left. I feel like it's almost like a new book. I had to wrap it up at that point, the book. And so, one, I'm surprised no one has really defined intelligence in all of its complexity really well, neither in terms of the very foundational building blocks, which I currently think are prediction, action, and goals, and a combination of those three. Those are sort of the three principal components. Just like sort of energy has one unit, we don't yet know what is a unit of intelligence—something I'm thinking about a lot right now.

Richard Socher: 此外,我们目前也缺乏一套受物理学启发的完备定义体系。在物理学中,我们有动能和势能的概念,但将化学能、机械能、电能等不同形态作为独立分支来研究同样极具意义;其中有些属于纯科学理论领域,另一些则属于高度工程化的应用领域。我认为人工智能领域也正在经历完全相同的范式:我们拥有视觉智能(visual intelligence)、语言智能(language intelligence)、具身物理智能与机器人学(physical intelligence and robotics)等。我在此基础上定义了 10 个不同的智能空间(spaces of intelligence),而每个智能空间在本质上都包含着许多不同的细分维度。

Original English

Richard Socher: We don't yet then have a proper definition sort of physics-inspired. In physics, we have kinetic and potential energy, but then it also makes sense to study chemical energy and mechanical energy and electrical energy in different forms. And some are like still pure science fields, and others are very much engineering fields. And so I think a similar thing has happened in AI, where we have visual intelligence, language intelligence, physical intelligence and robotics, and I define these 10 different spaces of intelligence. And each space basically has many different dimensions.

Richard Socher: 我仅以视觉智能为例:人类的肉眼只能感知电磁频谱中非常有限的特定可见光波段。但是,当你去思考视觉智能的理论边界在哪里、人工智能或宇宙中任何智能生命形式及实体究竟能将视觉智能拓展到何种极致时,它能够达到的高度将远远超越人类的生理极限。由此你就会进入许多受物理学启发的深刻思考:例如,感知系统可以覆盖从伽马射线到引力波的完整电磁与物理波谱。这种感知维度与人类截然不同,完全涵盖了电磁频率的全谱段。你可以不仅拥有两只眼睛,而是可以拥有分布在空间各处的数百万乃至数十亿个多模态传感器。

Original English

Richard Socher: And I'll just give you this one example on visual intelligence. Humans can only see in a specific part of the electromagnetic frequency spectrum, but you can go much beyond humans when you think about what are the bounds of visual intelligence. How far could an AI or any kind of intelligent life form or entity in the universe push visual intelligence? And then you get into very interesting sort of often physics-inspired kind of thoughts and loops. For example, you can see everything from gamma rays to gravitational waves. So very different, like the whole spectrum of electromagnetic frequencies. You can try to have not just two eyes, but you can have millions and billions of different sensors all throughout.

Richard Socher: 但是,这些传感与智能体系的极限又在哪里呢?在某个物理极限上,你必然会遭遇光速等通信物理边界;每个传感器在感知周围环境时都会受制于光锥(light cone)物理约束。沿着这些推导,你很快就会触及一系列关于物理上限的本质思考。而随之而来的深刻认识在于:天哪,我们目前距离任何一个智能空间的真实物理上限都还极其遥远!AI 在前沿科研探索中依然拥有无比巨大的突破和发展空间。因此,当有人认为当前的算法体系或整个 AI 行业是一场即将破裂的泡沫时——我的意思是,或许就像能源市场一样,单位智能的边际成本可能会受到多种现实因素的影响而产生波动,但作为一个学科领域和整个人类文明,我们在推动这一领域向前拓展的征程中,依然有着极其广阔、深远的未来。

Original English

Richard Socher: And but then how far could they go? Well, at some point you have communication bounds of like the speed of light, and each sensor has sort of a speed-of-light cone around what it can see. And like you quickly get into these thoughts around bounds. And what you then realize is that, boy, are we far away from the true upper bounds of any of the spaces of intelligence. And there's still so much further that AI can go in research. And so when people think, "Oh, you know, this set of algorithms or the field of AI is sort of like a bubble is going to burst," I mean, maybe like energy, right? The unit cost of intelligence may fluctuate depending on a bunch of factors, but we can still go so much further as a field and as a civilization in pushing that field forward.

结语与致谢

Matt Turck: 好的,Richard,这又是一场极其引人入胜的对话。我其实很想拉着你再聊上几个小时,但我知道你手头还有好几家公司需要管理。非常感谢你抽时间与我们交流。再次向大家推荐,这本新书名为《尤里卡机器》(The Eureka Machine),将于 9 月 22 日正式发售。

Original English

Matt Turck: All right, Richard, this has been another fascinating conversation, and I could keep you for another couple of hours. But I know you have actually a couple of companies to run. So, thank you for spending time with us. The book again is called The Eureka Machine. It comes out on September 22nd.

Richard Socher: 没错。

Original English

Richard Socher: That's right.

Matt Turck: 大家还可以通过哪些渠道关注你的最新工作进展?

Original English

Matt Turck: And where else can people follow your work?

Richard Socher: 可以通过 Twitter / X 关注我的账号 @RichardSocher。

Original English

Richard Socher: On Twitter, X, Richard...

Matt Turck: 以及访问 recursive.com。

Original English

Matt Turck: And recursive.com.

Richard Socher: 没错,recursive.com。

Original English

Richard Socher: That's right, recursive.com.

Matt Turck: 太棒了。非常感谢你的到来,非常感谢!

Original English

Matt Turck: Wonderful. Thank you so much. We appreciate it.

Richard Socher: 感谢邀请,提的问题非常精彩。一如既往,很高兴与你交流。

Original English

Richard Socher: Thanks for having me and wonderful questions. Great chatting with you always.

Matt Turck: 大家好,我是 Matt Turck。再次感谢大家收听本期 MAD Podcast。如果……

Original English

Matt Turck: Hi, it's Matt Turck again. Thanks for listening to this episode of the MAD Podcast. If...

结语与致谢

主持人:如果您喜欢本期内容,如果您还没有订阅,不妨考虑订阅支持一下;或者在您收看、收听本期节目的任何平台上留下好评或评论,我们都将不胜感激。这能极大帮助我们打造这档播客,并邀请到更多优秀的嘉宾。感谢大家,我们下期节目再见!

Original English

Host: If you enjoyed it, we'd be very grateful if you would consider subscribing if you haven't already, or leaving a positive review or comment on whichever platform you're watching or listening to this episode from. This really helps us build the podcast and get great guests. Thanks and see you on the next episode.

📌 文中提及的人物和组织

媒体/书籍: The Eureka Machine

关键字: recursive-self-improvement scientific-stagnation knowledge-labyrinth complex-system-analysis intelligence-limits