Microsoft and Google race shows the risks of AI competition

February 9, 2023:

“The race starts today, and we’re going to move and move fast,” Satya Nadella, CEO of Microsoft, said at the company’s ChatGPT launch event on Tuesday.

That word — “race” — has been thrown around a lot lately in the AI world. Google and Baidu are racing to compete with OpenAI and Microsoft’s ChatGPT as a key part of search, while Meta is racing not to be left in the dust.

Tech is often a winner-takes-all sector — think Google controlling nearly 93 percent of the search market — but AI is poised to turbocharge those dynamics. Competitors like Microsoft and Baidu have a once-in-a-lifetime shot at displacing Google and becoming the internet search giant with AI-enabled, friendlier interface. Some have gone even farther, arguing there’s a “generative AI arms race between the US and China,” in which Microsoft-backed OpenAI’s insanely popular ChatGPT should be interpreted as the first salvo.

Why some people aren’t so thrilled that the AI race is on

It’s a word that makes me wince, because AI strategy and policy people talk about it a lot too. But in their context, an “AI arms race” — whether between tech companies or between geopolitical rivals — could have negative consequences that go far beyond market share.

“When it comes to very powerful technologies — and obviously AI is going to be one of the most powerful ever — we need to be careful,” DeepMind founder and leader Demis Hassabis recently told Time. “Not everybody is thinking about those things. It’s like experimentalists, many of whom don’t realize they’re holding dangerous material.”

“It’s important *NOT* to ‘move fast and break things’ for tech as important as AI,” he wrote on Twitter in September. The usual Silicon Valley spirit — try things, see how they fail, try again — has brought us some incredibly cool consumer technology and fun websites. But it’s not how you’d build a skyscraper or a manned rocket, and powerful AI systems are much more in the latter category, where you want robust engineering for reliability.

OpenAI’s ChatGPT was the product release that set off Google, Baidu, and Microsoft’s jostling for the lead in AI development, but that startup’s leadership, too, has expressed some dismay at where it’s taking us. “The bad case — and I think this is important to say — is like lights out for all of us … I think it’s impossible to overstate the importance of AI safety and alignment work. I would like to see much, much more happening,” OpenAI’s CEO Sam Altman said in a recent interview.

(He also called Google’s response to ChatGPT, ramping up their own AI release and “recalibrating” their concern for safety, a “disappointing” development: “openai will continually decrease the level of risk we are comfortable taking with new models as they get more powerful, not the other way around.”)

Why we should try to not have a race for powerful AI

Do I care if Microsoft steals some market share in search from Google? Not at all. Bing away. But the recent flurry of declarations that big tech is all in on the AI race has still made me nervous.

One easy way that we could, as some analysts put it, “stumble into AI catastrophe” is if researchers developing powerful systems ignore warning signs and carelessly train more and more powerful systems using the approaches that worked fine for weak, early-stage systems — but which fall apart on an AI system that’s more sophisticated, persuasive, and potentially able to deceive its users.

Here’s a thought experiment: Imagine that you can always tell if your 3-year-old is lying to you, so your plan to dissuade him from misbehavior is just to ask if he’s misbehaving. Works great, but if you stick to the same plan on your more sophisticated teenager, it won’t work so well.

In general, most researchers aren’t reckless and don’t want to risk the world. If their lab is building AI and they start noticing terrifying signs of misalignment, deceptive behavior, advanced planning, etc., they’ll be alarmed, and they’ll stop! Even researchers who are skeptical today that alignment is a serious concern will, if they see it in their lab, want to address it before they put bigger and bigger systems out.

Why competition can be great — and dangerous

But that’s what might happen in a lab. In an economic race with enormous winner-takes-all stakes, a company is primarily thinking about whether to deploy their system before a competitor. Slowing down for safety checks risks that someone else will get there first. In geopolitical AI arms race scenarios, the fear is that China will get to AI before the US and have an incredibly powerful weapon — and that, in anticipation of that, the US may push its own unready systems into widespread deployment.

Even if alignment is a very solvable problem, trying to do complex technical work on incredibly powerful systems while everyone is in a rush to beat a competitor is a recipe for failure.

Some actors working on artificial general intelligence, or AGI, have planned significantly to avoid this dangerous trap: OpenAI, for instance, has terms in its charter specifically aimed at preventing an AI race once systems are powerful enough: “We are concerned about late-stage AGI development becoming a competitive race without time for adequate safety precautions. Therefore, if a value-aligned, safety-conscious project comes close to building AGI before we do, we commit to stop competing with and start assisting this project. We will work out specifics in case-by-case agreements, but a typical triggering condition might be “a better-than-even chance of success in the next two years.”

I am generally optimistic about human nature. No one actively wants to deploy a system that will kill us all, so if we can get good enough visibility into the problem of alignment, then it’ll be clear to engineers why they need a solution. But eager declarations that the race is on make me nervous.

Another great part of human nature is that we are often incredibly competitive — and while that competition can lead to great advancements, it can also lead to great destruction. It’s the Cold War that drove the space race, but it was also WWII that drove the creation of the atomic bomb. If winner-takes-all competition is the attitude we bring to one of the most powerful technologies in human history, I don’t think humanity is going to win out.

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