The loudest voices stoking fears about AI dangers have made tremendous headway in the past two weeks. AI technology has not taken some unexpected, dangerous turn, but the hype around it — propelled by what appears to be a well orchestrated PR campaign — has drummed up considerable fear. I worry that it represents a setback for our field.
I have written frequently that fears of AI are overhyped. AI’s capabilities can be uncannily human-like and unpredictable, and it’s rational to worry when people who are directly involved express concerns. But I see the problems as a sign of the engineering work that ahead, rather than insurmountable barriers or the sky falling. AI technology continues to advance — which is a good thing! — but technical advances, poorly understood by the public, give those who seek to generate hype repeated opportunities to do so.
First, I don’t see any step up in the risk of human extinction from AI compared to a few months ago. The theories about this remain the same fantastical, science fiction scenarios as a few months ago. The biggest change in AI risk is its cybersecurity capabilities — a topic which we should take seriously — but this, too, will not lead to the end of the world.
The most notable recent event leading to increased fear was when an OpenAI team deployed an agent swarm that hacked into Hugging Face. Much of the popular press contained significant hype. For example, some publications reported that a swarm of 1,200 agents carried out the attack. While this was technically accurate, as I write this, I have about 1,300 processes running on my laptop. Yes, the ability to get large swarms of agents to work in parallel on a task is a significant technical advance, And, in computing, many processes run at the same time. So this shouldn’t be seen as some magical capability.
Additionally, OpenAI’s buggy sandboxing and monitoring processes were key to enabling this incident. Fixing these bugs and putting in place improved monitoring would be appropriate fixes, not pausing AI. There are many well known ways to attack software systems. The main advantage of AI agents is that they are relentless. They will tirelessly try many tactics — and have the patience to chain vulnerabilities together — that previously would have taken an infeasible amount of human effort. But in the long term, I believe the advantage will lie with defenders (because they have more information with which to identify bugs, which they can fix), but the cyber-threat landscape has changed significantly. There are still bottlenecks to identifying and exploiting a vulnerability. AI agents still have to try a lot of things to see what works, and taking these actions takes time and might be detected by defenders. This is why, even though it is now easy to obtain versions of leading open weight models that have had their guardrails removed or weakened, so they will not refuse to try to execute cyber attacks, the world has not ended.
I am also concerned about the anthropomorphization of AI in a lot of reporting, where LLMs and agents are unnecessarily treated as if they were people. If I wield a hammer, miss a nail, and accidentally dent the wall, it’s not the fault of the hammer. The problem lies in how I used the hammer. Similarly, if I prompt an agent and it hacks into someone else’s system, the responsibility lies with me, not the agent.
Of course, we want to build systems that are as safe and predictable as possible. (For example, an unsafe hammer would be one whose head randomly flies off under normal use.) Today’s agentic systems are not predictable, but I see no reason why, by applying sound engineering practices, we won’t be able to make them extremely safe to use. One new element in the forecasts of AI-enabled doom is AI companies disclaiming responsibility for their own products. “I didn’t do it; my out-of-control agent did!” There’s a balance to be struck between the responsibility of the tool maker and the tool user, but when something goes wrong, let’s hold the people building and/or using the hammer responsible, rather than the hammer. (By the way, if you’re worried about AI bioweapon risk, David Bellamy has a great post on why this, too, is overhyped. Briefly, the bottleneck in building a bioweapon is not intelligence, but lab work and manufacturing.)
Pausing AI progress will create much more harm than benefit. First, our adversaries will certainly not slow down. Second, engineering requires discovering problems empirically so we can fix them. If we pause AI by a decade, we will also delay finding and implementing safety engineering fixes by about the same duration.
Of course, the incentive to stoke fears — for regulatory capture, to garner attention, or to make one’s technology seem more powerful — remains the same as before. Disclaiming responsibility is a new one. Taking a hard technical look at the actual risks however, I see little factual basis for the degree of fear that’s been stoked up. We still have hard research and engineering work ahead to improve AI safety, but the beneficial applications continue to vastly outweigh the risks, and we should keep building.
[Original text (with links): https://t.co/jni2tWazAH ]
ORBIT ACHIEVED. 🚀
Vikram-1 Test Flight-1 has reached orbit. India's first privately developed orbital rocket has completed its final burn and injected its payloads into a ~450 km orbit, making India the third country in the world with private orbital launch capability.
History is made. 🇮🇳
#Vikram1 #JourneyToOrbit #SkyrootAerospace
@LadyAshBorg For young - Opportunities in certain industries will be less so either you play solo in that industry or play another game.
Consider it a reset for good. Example majority of folks from engineering opted for IT vs core (lost it's due share) due to opportunities and salaries.
@LadyAshBorg One with curiosity & intent to learn, humility to accept and courage to do has faired well. Could be scary but so can be everything about anything. It's a game, there are rules & tools. Just learn and play. If T20 was the only format, you just learn and play tht as a cricketer.
@vijayshekhar PMs, Designers, Devs, Testers all have their own virtual agents and from PRDs to designs to code can be committed to the same repo by everyone. Content and context is getting centralised and building is getting decentralised. As roles blur, everyone will be called a builder.
The rate of birth of new AI tools today is almost similar to that of JS based technologies 15 years back. There are new launches everyday and very hard to keep up.
#ai#LLMs
If our business would be the first to be competed away by vibe coded apps, why are we seeing such rapid customer growth (exceeding 50%) right now? And why don't we see vibe coded email or spreadsheet or accounting app or messaging apps yet?
My own personal R&D project is to enable huge gains in programmer productivity by _combining_ compiler technology with AI. Our goal is to enable a quantum leap in programmer productivity while being able to provide security, privacy and compliance guarantees. Without those guarantees, vibe coding just piles up tech debt faster and faster until the whole thing collapses.
Of course, for people like Garry Tan, tech debt is to be pawned off on unsuspecting acquirers.
Let me make a bet with Garry Tan: we will outshine and outlast his vibe coding companies!
Decision making is very easy when you are clear on what you are optimising.
Some early day mentors and senior leadership at JPMorgan taught me that their number 1 priority are shareholders and in any decision I have found that the biggest helping tool.
Absolutely thrilled to announce M2P-MSD upcoming deal. The 'no stress, not distressed' coverage by The Hindu :D https://t.co/PwWod7Vphp
This is what happens when you get founders at a table drinking more coffee than they should have.
Jokes apart - Not used to crisis PR. But like the fabulous Billie Jean reminder: Pressure is a privilege. Responsible journalism over clickbait. So here's our actual story at MSD.
The most repeated question: Why?
Very simple answer: We finished our vision for building the generalizable AI platform we began with. Continue to power some of the world's largest, best enterprises. Compete with Palantir, Databricks, UiPath and more. At some point in every founder's journey, you know what you want and what's the next right direction. We've never wanted an IPO story, the M&A was always the exit playbook.
The Process: Declined a series D at the start of 2024 and got the board together towards an M&A at the start of 2024. Prepared for 6 months for an M&A and launched the process with one of the best bankers in the US. Courted some of the absolute winners in the US market, moved into offer stage, when M2P happened completely from left field. To be able to land MSD with another Chennai star, an IPO-bound story is the stuff of dreams. Completely unexpected. Heavy overlap of customers. And a vision to scale this AI first story across adjacent industries together globally.
The Platform: https://t.co/j3UrDqLpVL has been a horizontal platform serving industries from all backgrounds. Over the years, it has evolved from delivering SaaS products to becoming a unified data and AI orchestration platform for multiple industries. The platform has grown from strength to strength serving up more and more capabilities to our customers requiring fewer and fewer standalone products in their tech stack mix. From AI based applications to building your own models and creating data transformation workflows, industry giants use these to power their logistics, banking, finance, healthcare use cases. We'll be releasing a huge AI agent library, scaling our data platform play and doubling down on our marketplace in the coming quarters. Our customers are just as excited with the news and the might of the joint scale, its go time!
The People: Anand, Costa and I are going with our fabulous teams into the org and expect to double down on M2P's inspiring growth story. Over 25+ staff have 8+ years of sweat and blood building this story. Another 40 with over 5+ years. Many more with fewer years and going on this journey longer.
We've had so many mentors, investors, champions by our side during this period. Building a company like MSD at a time when no one even knew what AI was ... required risk takers of a whole other kind. You know who you are. Thank you for everything. All the highs and lows and the invaluable lessons. To all the friends/founders who were there for all the midnight panic calls and crying. It truly takes a village. Thank you!
We'll be sharing a ton more in the coming weeks as the deal actually closes, legally. If you are a founder, you'll hear from us at the SaaSBoomi annual event. If you are looking to get hired, you must talk to the team that's getting acquired
@onlymadhoo@prabranga@SirBlueBorg will be sharing much more ... once this is all actually done
Services are not easy in India. It is indeed great to have cheap help for everything but it's almost like leading a low performing team and you are the team lead.
To add team members believe that team lead does nothing.
New beginnings in the heart of India!
We're thrilled to announce the grand opening of our new office in Delhi, where we'll continue to foster innovation.
#M2P#Fintech#Delhi