Welcome to the 12k new listeners who checked out the Segment Anything pod!

We’ve launched a new community page with our upcoming events in SF, NY and Miami (this Friday)! See you if you’re in town!

Discussions happening on Hacker News and Twitter.


“GPTs are General Purpose Technologies”1, but every GPT needs a killer app. Personal Computing needed VisiCalc, the smartphone brought us Uber, Instagram, Pokemon Go and iMessage/WhatsApp, and mRNA research enabled rapid production of the Covid vaccine2.

One of the strongest indicators that the post GPT-3 AI wave is more than “just hype” is that the killer apps are already evident, each >$100m opportunities:

I write all this as necessary context to imply:

The fifth killer app is here, and it is Autonomous Agents.

But first, as usual, let’s start with an executive summary to catch up those out of the loop.


Auto-GPT Executive Summary

Auto-GPT (and its younger sibling BabyAGI) are independently developed Python projects, open sourced March 30th and April 2nd respectively, which have caught enormous popularity, with Auto-GPT trending #1 on Twitter and GitHub in the past 2 weeks (far outpacing every other open source AI project including Segment-Anything, Stable Diffusion, and the now Sequoia-crowned $200m-valuation-LangChain).

Both projects do not involve foundation model training or indeed any deep ML innovation; rather they demonstrate viability of applying existing LLM APIs (GPT3, 4, or any of the alternatives) and reasoning/tool selection prompt patterns in an infinite loop, to do potentially indefinitely long-running, iterative work to accomplish a high level goal set by a human user.

We do mean “high level” — Toran Richards’ original demo for Auto-GPT was “an AI designed to autonomously develop and run businesses with the sole goal of increasing your net worth”, while Yohei Nakajima coded up Jackson Fall’s viral HustleGPT prompt on ChatGPT and told it to “start and grow a mobile AI startup”. In the 2 weeks since, community members have built extensions and clones and agent managers and frameworks and ChatGPT plugins and visual toolkits and so on, with usecases in market research, test driven development, and scientific literature review.

Beyond those similarities, the projects are very different in their approaches.

The projects have caught the imagination of leading AI figures as well, with Andrej Karpathy calling AutoGPTs the “next frontier of prompt engineering” and Eliezer Yudkowsky approvingly observing BabyAGI’s refusal to turn the world into paperclips even when prompted.


A Brief History of Autonomous AI

In my understanding of neurobiology, every convolution that wrinkles the brain a bit more makes us a little smarter. In a similar way, AI progresses by “convolutions”, and in retrospect our path to the present day has been obvious. I’d like to map it out:

Key Autonomy Capabilities arranged in rough chronological order

https://substackcdn.com/image/fetch/w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F1560f3c6-b6c3-48d0-be93-4560f3290dd7_1544x1512.png

So what net new thing are we seeing in this most recent capability spurt?

I think the clue is in the 4 agents that naturally evolved in BabyAGI (scroll up for diagram):

That leads us to identify…


Why Autonomous AI is the Holy Grail

What makes software valuable to humanity? In both my investing and career advice, I am fond of encouraging people to develop a “theory of value of software”.3

One of the clearest value drivers4 of software is automation. The one currency we all never have enough of is time, and the ability to obsolete human effort, whether by clever system design, hiring someone else, or programming a machine, both frees up our time and increases our ability to scale up our output by just doing more in parallel. In fact this can be regarded as a core definition of technology and civilization:

“Civilization advances by extending the number of operations we can perform without thinking about them” — Alfred North Whitehead.

The relationship betwen automation and autonomy is subtle but important:

We’ve just explained that technological and civilization advance requires us to be able to do things without thinking about them, so clearly full autonomy with as much trust and reliability as possible is the ultimate goal here. Let a thousand agents bloom! AI Assistants is where most people start, but Josh Browder is working on AI Lawyer, Replika is working on AI Waifu, I want AI Junior Developers and AI Video and Podcast and Newsletter Editors, Karpathy wants us to keep going with the AI C-Suite.

Fortunately, we don’t have to reason out every step of this progression from first principles, because the Society of Automotive Engineers established a shorthand for this almost a decade ago:

The Rise of Autonomous Vehicles: Pros & Cons of Self-Driving Cars | Study
the 5 levels of autonomy

I’ll assume you are familiar with some of the self driving car discourse5, but it's time to understand that self-driving AI agents in 2023 are just about where self-driving cars were in ~2015. We are beginning to have some intelligence in the things we use, like Copilot and Gmail autocompletes, but it's very lightweight and our metaphorical hands are always at ten and two.

In the next decade, we'll want to hand over some steering, then monitoring, then fallback to AI, and that will probably map our progress with autonomous AI agents as well.


Edit from May 2023: we found out from our upcoming podcast guest Itamar Friedman of Codium that they had already done some thinking on 6 levels of Autonomous Code Integrity. Check them out!


In the following decade, we’ll develop enough trust in our agents that we go from a many-humans-per-AI paradigm down to one-human-per-AI and on to many-AIs-per-human, following an accelerated version of the industrialization of computing from the 1960s to the 2010s since it is easier to iterate on and manipulate bits over atoms.

There will be two flavors, or schools of thought, on autonomous AI:

We’ll want to try our best to guide our efforts to the former, but we won’t always succeed.


Related Reads


Misc Observations I couldn’t put anywhere

I will perhaps expand these in future, or not, but happy to discuss each in comments.

(Update): Sept 2023 update

As we learned more about how people build agents, and what the valuable parts of the stack are, I updated the chart based on a @karpathy tweet.

1

The title of an influential recent OpenAI paper, but also an actual concept in the study of technology — something your humble correspondent first learned about in research for the Tech Strategy chapters of my book 3 years ago. Worth internalizing.

2

Dr. Katalin Kariko’s story of perseverance is worth a full listen, if you haven’t heard the story.

3

Theory of Theory of Value of Software: If you set out with the goal to understand what makes some lines of code more valuable than other lines of code, and try to make predictions by running your theories through lots and lots of data while reducing your “loss”, the idea is that you’ll be better able to invest your time, money, and creativity in more rewarding directions than people who don’t take the same effort.

4

I am not yet ready to publish my full list, but software value drivers include: Demand and Supply Aggregators, Production-ready frameworks for underspecified Standards, “Shadow IT” to circumvent internal politics and byzantine rules, systems of record (Zawinswyx’s Law), and also replacing people and manual processes.

5

Sidenote: if you are excited about a self driving car future, you must visit San Francisco and befriend someone with access to the Cruise apps. There’s ~200 of these fully self-driving all over the city every night. The future is very close!