Arvind Narayanan

And there has been an exodus of very prominent people and Anthropic has picked up a lot of them. So it seems like we're seeing a split emerging where OpenAI is more focused on products and Anthropic is more focused on superintelligence. While I can see the practical reasons why that is happening, I don't think it's impossible to have disciplines management that focuses on both objectives.

And there has been an exodus of very prominent people and Anthropic has picked up a lot of them. So it seems like we're seeing a split emerging where OpenAI is more focused on products and Anthropic is more focused on superintelligence. While I can see the practical reasons why that is happening, I don't think it's impossible to have disciplines management that focuses on both objectives.

And there has been an exodus of very prominent people and Anthropic has picked up a lot of them. So it seems like we're seeing a split emerging where OpenAI is more focused on products and Anthropic is more focused on superintelligence. While I can see the practical reasons why that is happening, I don't think it's impossible to have disciplines management that focuses on both objectives.

In the past, they didn't have this balance. They were so enamored by this prospect of creating AGI that they didn't think there was a need to build products at all. And the craziest example for me is when OpenAI put out ChatGPT, there was no mobile app for six months. And the Android app took even longer than that.

In the past, they didn't have this balance. They were so enamored by this prospect of creating AGI that they didn't think there was a need to build products at all. And the craziest example for me is when OpenAI put out ChatGPT, there was no mobile app for six months. And the Android app took even longer than that.

In the past, they didn't have this balance. They were so enamored by this prospect of creating AGI that they didn't think there was a need to build products at all. And the craziest example for me is when OpenAI put out ChatGPT, there was no mobile app for six months. And the Android app took even longer than that.

You know, there was this assumption that ChatGPT was just going to be this kind of really demo to show off the capabilities of the models. And OpenAI was, you know, in the business of building these models and third party developers would take the API and put it into products. But really, AGI was coming so quickly, even the notion of productization seemed obsolete.

You know, there was this assumption that ChatGPT was just going to be this kind of really demo to show off the capabilities of the models. And OpenAI was, you know, in the business of building these models and third party developers would take the API and put it into products. But really, AGI was coming so quickly, even the notion of productization seemed obsolete.

You know, there was this assumption that ChatGPT was just going to be this kind of really demo to show off the capabilities of the models. And OpenAI was, you know, in the business of building these models and third party developers would take the API and put it into products. But really, AGI was coming so quickly, even the notion of productization seemed obsolete.

This was, you know, I'm not trying to put words in anyone's mouth, but this was kind of a coherent, but in my view, incorrect philosophy that I think a lot of AI developers had. And I think that has changed quite a bit now. And I think that's a good thing. So if they had to pick one, I think they should pick building products.

This was, you know, I'm not trying to put words in anyone's mouth, but this was kind of a coherent, but in my view, incorrect philosophy that I think a lot of AI developers had. And I think that has changed quite a bit now. And I think that's a good thing. So if they had to pick one, I think they should pick building products.

This was, you know, I'm not trying to put words in anyone's mouth, but this was kind of a coherent, but in my view, incorrect philosophy that I think a lot of AI developers had. And I think that has changed quite a bit now. And I think that's a good thing. So if they had to pick one, I think they should pick building products.

But it certainly doesn't make sense for a company to be just an AGI company and not try to build products, not try to build something that people want. And just assuming that AI is going to be so general, that it's just going to, you know, do everything that people want, and that the company doesn't actually need to make products.

But it certainly doesn't make sense for a company to be just an AGI company and not try to build products, not try to build something that people want. And just assuming that AI is going to be so general, that it's just going to, you know, do everything that people want, and that the company doesn't actually need to make products.

But it certainly doesn't make sense for a company to be just an AGI company and not try to build products, not try to build something that people want. And just assuming that AI is going to be so general, that it's just going to, you know, do everything that people want, and that the company doesn't actually need to make products.

So I don't know is the short answer. But at the same time, you know, we've been in this kind of historically interesting period where a lot of progress has come from building bigger and bigger models that need not continue in the future. It might. Or what might happen is that the models themselves get commoditized and a lot of the interesting development happens in a layer above the models.

So I don't know is the short answer. But at the same time, you know, we've been in this kind of historically interesting period where a lot of progress has come from building bigger and bigger models that need not continue in the future. It might. Or what might happen is that the models themselves get commoditized and a lot of the interesting development happens in a layer above the models.

So I don't know is the short answer. But at the same time, you know, we've been in this kind of historically interesting period where a lot of progress has come from building bigger and bigger models that need not continue in the future. It might. Or what might happen is that the models themselves get commoditized and a lot of the interesting development happens in a layer above the models.

We're starting to see a lot of that happen now with AI agents. And if that's the case, great ideas could come from anywhere, right? It could come from a two-person startup. It could come from an academic lab. And my hope is that we will transition to that kind of mode of progress in AI development relatively soon.

We're starting to see a lot of that happen now with AI agents. And if that's the case, great ideas could come from anywhere, right? It could come from a two-person startup. It could come from an academic lab. And my hope is that we will transition to that kind of mode of progress in AI development relatively soon.