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cover of episode The AI Breakthrough That Could Transform the World in 2025

The AI Breakthrough That Could Transform the World in 2025

2024/12/27
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WSJ Tech News Briefing

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Christopher Mims
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James Rundle
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James Rundle: 生成式AI技术并非仅仅局限于聊天机器人,其潜在应用范围广泛,包括医疗、环保、交通等多个领域。研究人员正在探索利用AI技术解决诸多科学难题,例如研发分解塑料的细菌、研制自动驾驶汽车以及寻找癌症的潜在疗法。 Christopher Mims: Transformer技术是当前AI领域取得突破性进展的关键,它能够从各种结构化数据中提取底层规律,并应用于多个领域,例如药物研发、合成生物学、自动驾驶和机器人技术等。 Transformer模型的工作原理类似于协同写作,通过对大量数据的学习,能够根据提示生成新的内容,例如新的分子结构或机器人动作序列。 然而,Transformer模型并非真正意义上的智能,它只是擅长模拟人类智能,完成一些低层次的知识工作。其最大的限制在于数据的获取和质量,高质量的数据是开发先进Transformer模型的关键。 目前,AI领域存在过度依赖、环境影响和投资过热等问题。过度依赖AI可能导致错误决策,AI的高能耗也对环境造成影响。此外,AI领域的投资过热可能导致泡沫破裂。 尽管当前聊天机器人式生成式AI的性能提升已达到瓶颈,但其应用仍处于早期阶段,未来几十年人们将不断探索如何在日常生活中和业务中实际应用AI技术。

Deep Dive

Key Insights

What is the Transformer and why is it so important in AI research?

The Transformer, introduced in 2017 by researchers at Google DeepMind, is a suite of algorithms that enable the creation of a universal learner capable of extracting underlying order from large bodies of structured data. This technology is crucial because it powers advancements like ChatGPT and has broader applications in fields such as drug discovery, synthetic biology, and robotics.

How are companies using the Transformer technology in 2025?

Companies are using the Transformer technology to create new molecules, develop bacteria that can eat plastic, and enhance robotics. For example, a company called Physical Intelligence has developed a robot that can fold laundry, a task previously considered one of the most challenging in robotics.

What are the limitations of the Transformer technology?

The primary limitation is the availability of data. Unlike language models, which can leverage vast amounts of text from the internet, other applications like robotics and self-driving cars lack similar large, freely available datasets. This data scarcity is a significant barrier for startups and smaller companies.

Why is it important to separate hype from reality in AI?

While transformers can process and generate data in impressive ways, they lack true intelligence or a world model. They are good at simulating human-like responses but do not possess actual understanding or sentience. This distinction is crucial for understanding their capabilities and limitations, especially in critical applications.

What are the top concerns with the widespread use of AI?

The top concerns with AI include over-reliance on AI without understanding its decision-making processes, the environmental impact due to its energy consumption, and the risk of malinvestment in AI startups and technologies that may not yield expected productivity gains.

What is the future outlook for AI development and adoption?

While the capabilities of current generative AI models may plateau, the next phase involves integrating these technologies into everyday use. This process, known as the installation phase, can take decades as people and businesses figure out how to effectively incorporate AI into their workflows, similar to the adoption of PCs, mobile phones, and cloud computing.

Shownotes Transcript

Translations:
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Amazon Q Business is the generative AI assistant from AWS, because business can be slow, like wading through mud. But Amazon Q helps streamline work, so tasks like summarizing monthly results can be done in no time. Learn what Amazon Q Business can do for you at aws.com slash learn more. Welcome to Tech News Briefing. It's Friday, December the 27th. I'm James Rundle for The Wall Street Journal.

We're hearing from our reporters and columnists about some of the biggest companies, trends and people in tech and what could be in store for 2025. Coming up on today's show, artificial intelligence is everywhere, propelled by the runaway success of OpenAI's ChatGPT and other models. But the tech behind generative AI is far more than just the engine for a fancy chatbot. Researchers are exploring how the technology might be used to create bacteria that eats plastic, self-driving cars or potential cures for cancer.

Our tech columnist, Christopher Mims, joins us to talk about how the bleeding edge of AI research may go mainstream next year. Christopher, many people have become familiar with AI as essentially a conversational search tool in recent months, thanks to ChatGPT and other platforms. However, the underlying technology has greater applications. Tell us about the Transformer and why it's so important. So in 2017, some researchers at Google DeepMind, which is their AI outfit,

published a paper called Attention is All You Need. And that started this supernova explosion of AI that we've seen since. And what was key about that paper was it introduced a suite of algorithms which give us a new

model for how to create in a computer a universal learner, something which can extract from any large body of data that has inherent structure in it, like language, the sort of underlying order of that data. And it's the reason that we have ChatGPT, for example. But what's interesting is the world is full of structured data.

which we can apply the transformer architecture or algorithms to. And the result is kind of a GPT for all kinds of things, right? For drug discovery, for synthetic biology, for self-driving cars, for robots, etc. So what are the ways in which companies are hoping this can be used in 2025?

Companies are using it to, for example, create new molecules. And the analogy here is when you're using chat GPT, you're not really having a conversation with an AI. It's like you're in the same Google Doc and you are collaborating. You're writing a collaborative story, but the narrative is it's a chat. So you write some, then the robot writes some, etc.,

And in biology, what people have done is instead of feeding these transformer models all of the text on the internet, which is what it took to get chat GBT, they've fed them every organic molecule which has ever been characterized in a scientific paper and everything we know about that molecule, what it does in the real world, its function.

And so then you go to that kind of bio GPT and you prompt it with, well, I want a molecule that does this. You know, it treats this particular cancer. And just like chat GPT, it continues the dialogue. It auto completes what might come next, which is instead of a sentence, it's a proposed sequence of words.

molecules which would make up this new drug potentially, or it could be a new enzyme that would go into bacteria to digest all the plastic in the Great Pacific Garbage Patch. So this is, to me, one of the most interesting and compelling examples. But in this same vein, people are taking these transformers and feeding them tons of actions that a robot can take.

And then they can help power robots, which can teach themselves how to perform certain tasks. And that's been kind of a holy grail of robotics. So the end result is a company called Physical Intelligence has been showing off a robot that can fold your laundry. Turns out this is probably the hardest problem in robotics right now. It's even harder than the Boston Dynamics robot doing parkour.

And what's key about that is it basically learned on its own how to fold laundry. It wasn't a series of scripted actions. So a lot of highly specialized GPTs, for want of a better word, going into development. What are some of the limitations that researchers are running into? The biggest limitation when you're trying to create a new transformer model is always data.

So it's not a coincidence that the world's first GPT was in language because of course the internet is just full of text and you can go and scrape it all. And it's a legal gray area about whether you're allowed to do that or not, but there isn't a similar gigantic free library of actions that a robot could take or decisions that a self-driving car could make in various situations. So again,

Getting that data, having that data, that's the real differentiator. That's the moat between startups and big companies that are able to leverage transformers to do these kind of miraculous new things and those that can't. I think that's a really interesting point because on the surface, it seems like magic. These algorithms can do incredible things, but how important is it to separate hype from reality? In your column, you describe what transformers do and

essentially being able to ingest the totality of data that's given to it and make reasonable assumptions about, for instance, the keywords in a sentence or what comes next. But that's not the same as truly comprehending languages or truly making decisions on its own. Yeah, these models absolutely aren't intelligent in any real sense of that word.

They are incredibly good at fooling us into thinking that they might be intelligent because, of course, they can autocomplete any chain of text that we can give them. It's good at taking huge amounts of data and using all of the implicit relationships of that data, you might call it knowledge, to try to maybe reason by analogy or something in a very primitive way. But it doesn't have what psychologists call a world model.

It doesn't have anything approaching human or animal sentience. It really is proof, as one AI researcher put it to me, that you can have really facile, fluid communication with zero intelligence behind it. Now, that doesn't mean it's not useful because something that can ape human intelligence, can copy it, can simulate it,

can do a lot of really low-level knowledge work tasks very quickly and replace a lot of the drudge work that humans are doing. And that's why you're seeing it show up in customer service chatbots or systems which do back-office drudge work, like processing invoices or something like that. Coming up after the break, we'll hear more about AI's promises and pitfalls. Stay with us.

Amazon Q Business is the new generative AI assistant from AWS because many tasks can make business slow, as if wading through mud. Uh, help? Luckily, there's a faster, easier, less messy choice. Amazon Q can securely understand your business data and use that knowledge to streamline tasks. Now you can summarize quarterly results or do complex analysis in no time. Q got this. Learn what Amazon Q Business can do for you at aws.com slash learn more.

As the world embraces AI, as companies look at different ways it can be used, what other considerations are there around AI? For instance, the environmental impact of data sensors, the privacy concerns with data and everything else that goes into what's being used. My top three concerns with AI are number one, over-reliance on it. I mean, this is the subject of countless science fiction novels, and now we're seeing it happen

in the real world. If we hand over decision-making to these AIs and we don't have sufficient

knowledge about how they actually make decisions, we can get ourselves into a world of trouble. There are countless examples of this, and there will be many, many more as we try to automate more tasks and hand them over to AIs where AIs are systematically making bad or biased decisions. That's my number one concern. Number two is the environmental impact of AI, because of course it's incredibly energy hungry now. I mean, that will change over time as it gets more optimized, but

There's also some evidence that the more we ask of AI, the more energy it's going to take to answer our questions. So we seem to have, as with so many other things, an infinite appetite. So today's AIs might become way more efficient as computer scientists optimize those algorithms. But in the future, that probably will just mean we'll use more AI or we'll have the AI talking to itself more.

in order to do more reasoning on our behalf. The third thing that I'm worried about with AI is essentially malinvestment. We're clearly in a bubble right now of spending and investment in AI, but it's very likely that at some point in the next few years, you're going to see a lot of AI startups go belly up. There could be another sort of AI winter

There's going to be a lot of big companies that are going to make big investments in certain types of AI and ultimately find that they don't yield the productivity boosts they were hoping for. Continuing that thought, since the advent of generative AI in particular development seems to have proceeded at a breakneck pace, do you expect that to continue or do you expect that it will plateau at some point given the challenges we've spoken about in terms of access to data, environmental concerns, everything else?

In terms of the capabilities of today's chatbot style generative AIs in particular, we're definitely hitting a wall in terms of improvements in their performance. What we're entering now is what one economic historian calls the installation phase of a technology, which is you go from the early adopters to, okay, now how does it really work for real people? How does it help people in the real world?

and how can they figure out how to work it into their everyday. And that process can take decades. So even though the capability of the models seems to have plateaued for now, we're going to have decades of people figuring out how to make it a part of their lives and their businesses, just as we did with the PC or the mobile phone or 4G and the cloud and all that. That was our tech columnist, Christopher Mims.

And that's it for Tech News Briefing. Today's show was produced by Julie Chang. I'm your host, James Rundle. Jessica Fenton and Michael LaValle wrote our theme music. Our supervising producer is Catherine Milsop. Our development producer is Aisha Al-Muslim. Scott Soloway and Chris Zinsley are the deputy editors. And Philana Patterson is the Wall Street Journal's head of news. Thanks for listening.

Amazon Q Business is the new generative AI assistant from AWS because many tasks can make business slow, as if wading through mud. Uh, help? Luckily, there's a faster, easier, less messy choice. Amazon Q can securely understand your business data and use that knowledge to streamline tasks. Now you can summarize quarterly results or do complex analysis in no time. Q got this. Learn what Amazon Q Business can do for you at aws.com slash learn more.