Artificial Intelligence – Exploding hubris.

ChatGPT comes down to earth while Tesla goes underground.

  • ChatGPT & AI in general had a bad week last week with a series of blunders that once again demonstrate that the machines are far too stupid to do anything that could be remotely described as intelligent in human terms.
  • ChatGPT kicked off the series of howlers with a series of corrections to CNET articles mostly written by AI which contained errors which in turn has led to a complete review of all content where ChatGPT or other AI has had a hand in its creation.
  • Tesla was next with the admission that the demonstrations of autonomous driving in 2016 were faked (aspirational in Tesla-speak).
  • Not a single drive that was exhibited was performed entirely by the machine with Tesla falsely stating that the drivers were in the driving seat for safety purposes only.
  • ChatGPT was up again when musician Nick Cave described lyrics written by ChatGPT to his music as a “grotesque mockery of what it is to be human” and again when it was discovered that armies of humans are being employed to stop ChatGPT from going off the rails as many chatbots before it have done.
  • All of these blunders have been caused by a single fact which is that none of these AIs have any causal understanding of what it is that they do.
  • Instead, they twist data characteristics statistically until a line can be drawn between certain outcomes and therefore a conclusion drawn.
  • There is no fundamental understanding exemplified by the fact that Tesla’s machine vision system (or anybody’s for that matter) does not know that it is driving down a road or even what a road is.
  • The practical upshot of this is that none of these systems have the ability to adapt when something changes or they are presented with something that they have not been explicitly taught.
  • Even trivial changes like changing the colour of road markings from white to yellow is enough to throw a complete spanner in the works.
  • This is why ChatGPT is frozen in time so that it does not have to deal with the inevitable march of history and incorporate new events into its dataset.
  • This is what causes ChatGPT to make factual errors that even small children can pick out as they have a causal understanding of the issue and ChatGPT does not.
  • ChatGPT certainly has a useful function but this will be limited to tasks like writing an outline of a press release which is then edited in filled in by a human.
  • Beyond this, I think its best use is for entertainment where nothing that the system says should be taken seriously.
  • ChatGPT has created a lot of buzz and discussion on the Internet and once again the idea that this moves AI closer to general AI or becoming sentient is being bandied about.
  • I view ChatGPT as a clever innovation capable of creating the illusion of sentience, but it is an illusion that is easily shattered with even a small dose of reality.
  • Hence, in the quest for general AI and machine sentience, ChatGPT does very little, and I continue to think that ever-increasing model size and the consumption of ever more compute power is not the way to get machines to drive vehicles safely and easily.
  • This is why a valuation of $30bn for OpenAI is simply absurd because its approach to AI is very unlikely to provide the breakthrough that will be necessary to get anywhere near that valuation.
  • Instead, I think that this combined with its apparent disdain for the profit motive leaves its valuation on fundamental terms much closer to $0 rather than $30bn.
  • I continue to think that the harder problems of AI will be solved by combining both software and deep learning systems as these complement each other quite well and are already beginning to show some results (see here).
  • For ChatGPT and Tesla, it is becoming increasingly clear that the hubris is starting to wear very thin.

RICHARD WINDSOR

Richard is founder, owner of research company, Radio Free Mobile. He has 16 years of experience working in sell side equity research. During his 11 year tenure at Nomura Securities, he focused on the equity coverage of the Global Technology sector.