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Hassabis on an AI Shift Bigger Than Industrial Age

Hassabis on an AI Shift Bigger Than Industrial Age

Bloomberg Live

10,182 views 12 hours ago

Video Summary

The video discusses the rapid advancements and future implications of Artificial Intelligence, with a particular focus on Google's role and its AI models like Gemini. The speaker emphasizes that while Google has a strong foundation and has made significant breakthroughs, the AI landscape remains ferociously competitive and constantly evolving, requiring continuous hard work and a startup-like agility. The conversation touches upon the potential for AI to revolutionize scientific discovery and robotics, the debate around AGI timelines and definitions, and the societal impact of AI, including job displacement and the search for meaning and purpose in a future with advanced automation.

A fascinating detail revealed is the speaker's personal routine of doing most of their deep thinking between 1 and 4 a.m. due to the intense and fast-paced nature of AI development.

Short Highlights

  • Google has had a strong year with advancements in AI models like Gemini 3 and Nanabun, adapting a startup energy to development.
  • Google and DeepMind have historically been responsible for major AI breakthroughs, including transformers and deep reinforcement learning.
  • The speaker believes physical intelligence and robotics are on the cusp of a breakthrough, with Gemini's multimodality being key.
  • There's a 50% chance of reaching Artificial General Intelligence (AGI) by 2030, though the speaker's bar for AGI is high, focusing on human-level cognitive capabilities and scientific creativity.
  • The disruption of entry-level white-collar jobs is predicted to occur, with potential for a post-scarcity world if AI is managed well.

Key Details

Google's AI Momentum and Competitive Landscape [00:00]

  • Google has had a strong year, working hard to bring its technology and models back to a state-of-the-art level, particularly with Gemini 3 and Nanabun in imaging.
  • The company has adopted a startup energy, shipping very fast and adapting to the new world of rapid development.
  • Google believes it always had the ingredients for AI leadership, with a long history and most modern AI industry breakthroughs (like transformers, AlphaGo, deep reinforcement learning) originating from Google and DeepMind over the last decade.
  • They possess incredible product surfaces with billions of users that are natural fits for AI, such as Search, email, and Chrome.
  • The integration of Google and DeepMind has been crucial in bringing these elements together effectively.

"I think we did that with Gemini 3 especially and Nanabun on our in imaging software."

Google's AI Advantage and Full-Stack Capabilities [01:33]

  • The perceived advantage in AI stems from research and having state-of-the-art models across benchmarks, a focus after merging Google and DeepMind.
  • The Gemini series is performing well, and Google has the unique capability of controlling the full stack, from TPUs and hardware to data centers, cloud business, frontier labs, and product surfaces.
  • This structural advantage from first principles positions them well, with significant headroom for future growth.

"So really structurally um from first principles, we should be doing very well."

The Intense Pace of AI Development and Personal Routine [02:22]

  • A day in the life of a leading AI CEO is incredibly intense, with the speaker confirming they do most of their thinking between 1 and 4 a.m.
  • The feeling is never comfortable, and the last three to four years have been unbelievably intense, characterized by 100-hour weeks, 50 weeks a year.
  • This intensity is necessary at the forefront of a fast-moving and ferociously competitive technology with high stakes, including AGI.
  • The work is driven by a passion for exploring scientific problems with AI, accelerating scientific discovery, which has been a lifelong dream.

"No, you never feel comfortable. I mean, we try, you know, code reds are for very special circumstances, but it's always I mean, for the last, I would say three, four years, it's been unbelievably intense."

Robotics and the Physical World Breakthrough [03:44]

  • AI is expected to drive scientific progress and discover new materials, and Gemini is being integrated into humanoid robots.
  • The speaker believes we are on the cusp of a breakthrough moment in "physical intelligence," similar to AlphaFold for the physical world, though about 18 months to two years away from achieving all necessary capabilities.
  • Foundation models like Gemini, designed to be multimodal, can understand the physical world, enabling applications like universal assistants and advanced robotics.
  • Challenges remain in robotics, including the need for more robust algorithms, less reliance on data (harder to generate synthetic data for physical tasks compared to LLMs), and hardware limitations, particularly in sophisticated arms and hands that can match human dexterity.
  • A new deep collaboration with Boston Dynamics is underway, focusing on applications in automotive manufacturing, with potential demonstrations within a year or two.

"I do think we're on the cusp of uh a kind of breakthrough moment in physical intelligence."

Competition from China and the DeepSeek Phenomenon [05:47]

  • The perceived threat from Chinese AI companies like DeepSeek has quieted down. The speaker initially didn't view it as cataclysmic, calling it a massive overreaction in the West.
  • Chinese companies are acknowledged as highly capable, with ByteDance being called the most capable, potentially only six months behind the frontier.
  • DeepSeek's capabilities were impressive, but some claims about minimal compute and reliance on Western models and fine-tuning outputs suggest it wasn't entirely de novo innovation.
  • A key question is whether Chinese companies can innovate beyond the current frontier, as they have excelled at catching up so far.

"I think companies like by dance actually I would say are the most capable um and they're maybe only six months behind not one or two years behind the frontier."

AGI Timeline and Definition [06:59]

  • The speaker maintains a 50% chance of reaching AGI by 2030, defining AGI as a system exhibiting all human cognitive capabilities.
  • However, they believe we are still "quite far" from this, especially in areas like scientific creativity (hypothesizing, not just solving) and continual learning.
  • Current systems lack consistency across tasks, exhibiting "jagged intelligence" (very good at some things, poor at others), which is a critical missing piece for true AGI or reliable autonomous agents.

"It's the ability to, you know, a system that exhibits all the cognitive capabilities humans have. And I think we're still clearly quite far from that."

AI's Impact on Jobs and the Economy [08:12]

  • The speaker agrees with the timeline that AI could wipe away 50% of entry-level white-collar jobs in five years, though their personal view leans towards a longer timeline for significant disruption.
  • This disruption will require AI to achieve much greater consistency and reliability, moving beyond assisted programs to true autonomous agents.
  • In the long term, with AGI, there's potential for a post-scarcity world, solving fundamental issues like energy and materials with AI's help, leading to radical abundance.

"Um I think it's that's also my timelines and and my view on that would be a lot longer."

Navigating Societal Disruption and Human Ingenuity [10:05]

  • The period between now and a potential post-scarcity world is a source of anxiety. The upcoming era is described as an age of disruption, potentially 100 times larger and faster than the industrial revolution.
  • Despite the unprecedented speed and magnitude, human ingenuity and adaptability are key; humans have adapted from hunter-gatherer minds to build modern civilization.
  • Younger generations are encouraged to become proficient with AI tools, which can provide "superpowers" for creative and entrepreneurial endeavors, potentially lowering barriers to entry in industries like film and game design.

"So, I usually describe it, it's going to be 10 times bigger and 10 times faster than the industrial revolution. 100x, so 100x of it."

The Case for Pausing and International Collaboration [11:45]

  • The idea of a pause for regulation and societal adjustment is considered. If every other company and country would pause, the speaker would advocate for it.
  • The ideal scenario involves international collaboration, akin to a "CERN equivalent for AI," where the best minds work together rigorously, involving social scientists, philosophers, and economists, to determine how AI should benefit humanity.
  • This requires international cooperation, which is currently challenging, making it difficult to establish minimum standards globally.

"I think so. I mean, I've been on record saying what I'd like to see happen. This was always my dream of the the kind of the road map at least I had when I started out deep mind 15 years ago..."

AGI as a Research Endeavor and Necessary Breakthroughs [14:19]

  • The speaker disagrees that transformers and LLMs alone will lead to AGI, but also disagrees that they are dead ends.
  • It's an empirical and scientific question whether scaling existing methods is sufficient, with a 50/50 chance.
  • LLMs are considered a "massively important component" of AGI, but not necessarily the only one.
  • Potential missing breakthroughs include world models (like Google's Genie system), continual learning, and achieving consistent, non-jagged intelligence across all tasks.
  • The speaker believes there are less than five significant breakthroughs still needed.

"The only question in my mind is is it the only component right and I could imagine there are one or two breakthroughs maybe a small handful you know less than five that are still needed from here right yes..."

The Enduring Age of Research and Google DeepMind's Legacy [16:07]

  • Contrary to the view that the era of scaling is ending, the speaker believes we never left the age of research, and DeepMind has always invested heavily in deep and broad research.
  • Google and DeepMind have been responsible for approximately 90% of breakthroughs in the modern AI industry over the last decade, including transformers and reinforcement learning techniques.
  • They are confident in their ability to make future breakthroughs, just as they have in the past.

"No, I don't agree with I think his exact quote was this. We're back to the age of research, but but and you know, I love Ilia and we we're very good friends and we we agree on a lot of things, but my view is we never left the age of research."

Singularity and Leadership at Google [17:04]

  • The speaker believes Elon Musk's declaration of entering the singularity is premature, as it is synonymous with full AGI, which they still deem several years away.
  • Larry Page and Sergey Brin are actively involved: Larry on strategy and Sergey hands-on with the Gemini team, focusing on algorithmic details.
  • Their involvement is driven by the excitement of this incredible moment in computer science history.
  • Google is aiming to combine startup energy (shipping fast, taking risks) with big company resources and protecting space for long-term/exploratory research.

"No, I don't I think that's very premature. Um you know I I think the singularity is is is another word for you know a full AGI arriving and I think I explained earlier why I think that we're still uh you know nowhere near that."

AI's Role in Scientific Discovery and Attribution [19:11]

  • If AI makes a Nobel-worthy discovery, the human collaborator should receive the prize, as AI is currently viewed as a sophisticated tool, similar to telescopes or microscopes, that enhances human capabilities.
  • Humans remain the "tool-making animals," and AI is the ultimate expression of this superpower, facilitating a collaboration where scientists provide creative ideas and hypotheses.

"Um I think still the human, I would say, because I feel like I mean it depends what you mean by completely on its own, right?"

Trusting AI Companies and Google's Scientific Culture [20:19]

  • Trust in AI companies should be based on their actions and the motivations of their leaders, especially as regulation lags behind technology.
  • Google was chosen as the home for DeepMind because its founders established it as a scientific company, with its origins as a PhD project.
  • The environment at Google is highly scientific, with unusual individuals like Nobel laureates on the board, fostering a rigorous and thoughtful approach to research and operations.
  • Google's mission to organize the world's information aligns well with DeepMind's mission to solve intelligence, creating a natural fit for AI to enhance useful products like maps, Gmail, and Search.

"Yes. I think you you need to judge these companies by their actions and also look into you know the motivation of the leaders involved in those endeavors."

Post-Scarcity Purpose and Meaning [23:09]

  • In a post-scarcity world, the speaker would use AI to explore the limits of physics, the nature of reality, consciousness, and fundamental questions like the Fermi paradox, time, and gravity.
  • The biggest worry is not the economics of post-scarcity but rather finding purpose and meaning when traditional work is no longer necessary.
  • New philosophers may be needed to help society find new avenues for meaning, potentially through art, exploration, or esoteric versions of current activities.

"Um well, I would love to use it for what I will do post the singularity is to use it for exploring the the the limits of physics."

Advice for the Future: Learning and Partnership [24:58]

  • For the younger generation, the most crucial skill is "learning to learn" due to the certainty of immense change.
  • For CEOs and business leaders, the advice is to pick partners who approach AI in a way that aligns with their desired future, emphasizing collaboration to build that future together.

"Well, look, I I think there's two things I would say. One is uh for the younger generation and our kids and so on is the only thing we're certain of is there's going to be huge amount of change."

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