The Thinking Machine - Stephen Witt

Introduction:

“This is the story of how a niche vendor of video game hardware became the most valuable company in the world. It is the story of a stubborn entrepreneur who pushed his radical vision for computing for thirty years, in the process becoming one of the wealthiest men alive. It is the story of a revolution in silicon and the small group of renegade engineers who defied Wall Street to make it happen. And it is the story of the birth of an awesome and terrifying new category of artificial intelligence, whose long-term implications for the human species cannot be known. At the center of this story is a propulsive, mercurial, brilliant, and extraordinarily dedicated man. His name is Jensen Huang, and his thirty-two-year tenure is the longest of any technology CEO in the S&P 500.

Huang is a visionary inventor whose familiarity with the inner workings of electronic circuitry approaches a kind of intimacy. He reasons from first principles about what microchips can do today, then gambles with great conviction on what they will do tomorrow.

Disruptive technologies, Christensen had observed, often grew out of hobbyist communities. They were developed using “bootlegged resources” in which “off-the-shelf components” were redeployed for something other than their intended purpose. They started out wonky but rapidly improved along attributes of performance that established players ignored.

But even once you had absorbed this lesson, it wasn’t easy to implement. Pursuing niche markets cost profits, making investors question your sanity. This, too, Christensen had foretold: “One of the reasons managers at established firms find it difficult to serve emerging markets is that their investors and customers tell them not to.”

That was the real secret of The Innovator’s Dilemma, which readers often missed. It was not a book about how to succeed; it was a book about how not to fail. Christensen’s book wasn’t a how-to for start-ups but a counterinsurgency manual for senior managers at stagnating firms. Thirteen years in, Huang felt that Nvidia was at risk of becoming such a firm, and it was as much paranoia as optimism that led him to pursue the mad-science market.

As Baidu raced to develop its ChatGPT equivalent, employees working to advance AI technologies for drug discovery had to suspend their research and cede their computer chips to develop the chatbot instead. The current AI paradigm is also choking off alternative paths to AI development. The number of independent researchers not affiliated with or receiving funding from the tech industry has rapidly dwindled, diminishing the diversity of ideas in the field not tied to short-term commercial benefit. Companies themselves, which once invested in sprawling exploratory research, can no longer afford to do so under the weight of the generative AI development bill. Younger generations of scientists are falling in line with the new status quo to make themselves more employable. What was once unprecedented has become the norm.

Through the course of my reporting, I would come to conclude something even more startling. Not even in Silicon Valley did other companies and investors move until after ChatGPT to funnel unqualified sums into scaling. That included Google and DeepMind, OpenAI’s original rival. It was specifically OpenAI, with its billionaire origins, unique ideological bent, and Altman’s singular drive, network, and fundraising talent, that created a ripe combination for its particular vision to emerge and take over. “I get the sense that Sam is the most ambitious person on the planet,” a former employee says. In other words, everything OpenAI did was the opposite of inevitable; the explosive global costs of its massive deep learning models, and the perilous race it sparked across the industry to scale such models to planetary limits, could only have ever arisen from the one place it actually did.

Finally, to redistribute power along our third axis, influence, we need broad-based education. The antidote to the mysticism and mirage of AI hype is to teach people about how AI works, about its strengths and shortcomings, about the systems that shape its development, about the worldviews and fallibility of the people and companies developing these technologies. As Joseph Weizenbaum, MIT professor and inventor of the ELIZA chatbot, said in the 1960s, “Once a particular program is unmasked, once its inner workings are explained in language sufficiently plain to induce understanding, its magic crumbles away.” I hope this book is just one offering to help induce understanding. It builds on the work of the many scholars, journalists, activists, and educators before me who have dedicated themselves to public education. May it be a new ground upon which many more after will rise up and build.