AI 2027: month-by-month model of intelligence explosion — Scott Alexander & Daniel Kokotajlo

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Previously titled “2027 Intelligence Explosion: Month-by-Month Model — Scott Alexander & Daniel Kokotajlo” — renamed by the publisher on Aug 3, 2026

Dwarkesh Podcast 3h 4m 4 speakers 8 chapters transcribed
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What is discussed at the start of this section?

Daniel Kokotajlo 0:00
Today, I have the great pleasure of chatting with Scott Alexander and Daniel Cocotello. Scott is, of course, the author of the blog Slate Star Codex, Astral Codex 10 Now. It's actually been, as you know, a big bucket list item of mine to get you on the podcast. So this is also the first podcast you've ever done, right? Yes. And then Daniel is the director of the AI Futures Project. And you have both just launched today something called AI 2027. Yes. So what is this?
Dwarkesh 0:30
Yeah, AI 2027 is our scenario trying to forecast the next few years of AI progress. We're trying to do two things here. First of all is we just want to have a concrete scenario at all. So you have all these people, Sam Altman, Dario Amadei, Elon Musk saying, going to have AGI in three years, super intelligence in five years. And people just think that's crazy because right now we have chatbots that's able to do like, A Google search, not much more than that in a lot of ways. And so people ask, how is it going to be AGI in three years? What we wanted to do is provide a story, provide the transitional fossils. So start right now. go up to 2027 when there's AGI, 2028 when there's potentially superintelligence, show on a month-by-month level what happened.
Dwarkesh 1:19
Kind of in fiction writing terms, make it feel earned. So that's the easy part. The hard part is we also want to be right. So we're trying to forecast how things are going to go, what speed they're going to go at, We know that, in general, the median outcome for a forecast like this is being totally humiliated when everything goes completely differently. And if you read our scenario, you're definitely not going to expect us to be the exception to that trend. The thing that gives me optimism is Daniel, back in 2021, wrote kind of the prequel to this scenario called What 2026 Looks Like. It's his forecast for the next five years of AI progress.

What is the purpose of the AI 2027 scenario?

Dwarkesh 2:01
He got it almost exactly right. Like, you should stop this podcast right now, and you should go and read this document. It's amazing. Kind of looks like you asked ChatGPT, summarize the past five years of AI progress, and you got something with like a couple of hallucinations, but basically well-intentioned and correct. So when Daniel said he was doing this sequel, I was very excited. really wanted to see where it was going. It goes to some pretty crazy places, and I'm excited to talk about it more today.
Scott Alexander 2:31
I think you're hyping up a little bit too much. Yes, I do recommend people go read the old thing I did, which was a blog post. I think it got a bunch of stuff right, a bunch of stuff wrong, but overall held up pretty well and inspired me to try again and do a better version of it.
Dwarkesh 2:44
I think read the document and decide which of us is right.
Scott Alexander 2:48
Another related thing, too, is that it was going to... The original thing was not supposed to end in 2026. It was supposed to go all the way through the exciting stuff, right? Because everyone's talking about, like, what about AGI? What about superintelligence? Like, what would that even look like? So I was trying to sort of, like, step by step work my way from where we were at the time until... things happen and then see what they look like. But I basically chickened out when I got to 2027 because things were starting to happen and the automation loop was starting to take off and it was just so confusing and there was so much uncertainty. So I basically just deleted the last chapter and published what I had up until that point and that was the blog post.
Daniel Kokotajlo 3:26
Okay, and then Scott, how did you get involved in this project?
Dwarkesh 3:29
I was asked to help with the writing, and I was already somewhat familiar with the people on the project, and many of them were kind of my heroes. So Daniel I knew both because I'd written a blog post about his opinions before. I knew about his What 2026 Looks Like, which was amazing. And also he had pretty recently made the national news for – having, when he quit OpenAI, they told him he had to sign a non-disparagement agreement or they would claw back his stock options.

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