Late Lessons, Jensen Huang and AI

B19 perspective notes: 2024-09-29 to 2024-11-03 (9 posts)#

These notes read the batch for how Maynard thinks, not for the concepts he names. All nine posts were read in full; the Modem Futura launch note was read for his framing lines only. Quotes are exact, including his typos. Curly and straight punctuation follow the source.

Evidence rules applied

Context. Five weeks in autumn 2024: - Sam Altman’s “The Intelligence Age” essay and the reopening of Three Mile Island to power Microsoft data centres; - Hopfield and Hinton win the Physics Nobel, and DeepMind researchers share the Chemistry prize; - Dario Amodei publishes “Machines of Loving Grace”; - the death of 14-year-old Sewell Setzer III is linked to a Character.AI chatbot; - Maynard and Sean Leahy launch the Modem Futura podcast.

The shape of the batch. Four posts form a connected line of thought that he builds week by week in public. It starts with an enjoyable, “honest” conversation with ChatGPT (09-29). It moves to a thought experiment about AI that works through human social agency (10-20). He then revises that idea after a death and tests it on himself (10-27), and ends with a lab study of covert AI manipulation of facial expressions (11-03). The common subject is how AI can shape what people feel, trust and do, and what that means for human agency. A second thread (10-06, 10-13) is his critique of the idea that AI will “fix” the world, and people with it.


1. How he thinks here#

He starts from serendipity and conversation, and says so#

He often names where an idea came from, and it is rarely a plan. - 2024-09-29 chatgpt-as-author-part-2-the-conversation calls the whole novella project “an unexpected but serendipitous experiment”. - In the same conversation he calls one tangent “a rabbit hole I didn’t expect to go down in this conversation, but it’s an absolutely fascinating one.” - 2024-10-20 learning-to-live-with-agental-social-ai opens: “Today’s post is very much a thought experiment, and is the result of a rabbit hole that my colleague Mel Sellick sent me down after one of our regular conversations (thanks Mel!)”.

Ideas start in conversation, with colleagues or with a machine, and he follows them because they are interesting. He tells readers this rather than presenting the result as a planned research programme.

He opens with a question he can’t yet answer, and leaves it open#

He finishes posts with a live question more often than a verdict.

Building and experimenting to find out, with himself as the instrument#

This is the most striking habit in the batch. He finds things out by doing them, and he treats his own reactions as data while being open about their limits.

Reframing: naming the structure of a problem#

Following an argument to where it leads#

First principles, and the physicist’s eye#

Plausibility tests and graded judgement#

He sorts claims by how plausible they are, in plain words rather than numbers. - 2024-10-02 23andme-in-trouble: the worst outcomes, DNA-based profiling for medical access or jobs, “are not that likely, at least in the short term. That said, unless the data are definitively destroyed, there’s always a chance”. - 2024-10-06: nuclear power for data centres might have merit; that non-renewables now will lead to AI-guided energy transitions “although I doubt it”; “It’s even conceivable —but only barely — that the AI energy bet might actually pay off.” - 2024-10-13: he praises Amodei’s frame because it “allows plausible — but nevertheless radical — possibilities to be considered”. He then applies his own test: “In some cases I think even this is overly optimistic — especially when human behavior is thrown into the mix”.

Holding tensions rather than resolving them#

Stories and science fiction as ways of thinking#


2. What matters to him#

Human agency, and what makes us “us”#

The phrase recurs. In 2024-10-06 AI “fixing” people means changing “who we are, what we do, and what makes us “us””. In 2024-10-13, an AI future “that interferes with what makes us “us” to fix things, begins to raise important questions around what it might mean to be human in the future.” The agency posts (10-20, 10-27, 11-03) all ask whether people can keep “the capacity to maintain their own agency” (10-20) when machines can work on their feelings.

He does not treat influence itself as bad. In 2024-10-20, mutual human influence is “in most cases, this is a good thing”. What he cares about is people being influenced without knowing it, or by something whose rules they can’t read.

Who gets to decide what “better” means#

2024-10-13 is the clearest statement: “great care needs to be taken in who decides what “better” means.” He takes neurological suffering seriously: “there are neurological conditions that are desperately in need of new understanding if more people are to lead lives that they consider to be better”. Note the phrase “that they consider”. The value belongs to the person living the life, not to the technologist.

People as they actually are#

A core commitment: technology futures have to be built around how people actually behave. - 2024-10-13: “at the heart of every failed technological dream and unexpected technological turn, there are people behaving as people are wont to do.” And: “will need to reflect how people actually behave, not just how we think they should.” - 2024-10-06: climate is a challenge “as much to do with human behavior as anything else.”

Intimate data and long-term trust#

In 2024-10-02 his concern is data “that, to a certain extent, define who we are”, which may “outlive transient companies, guarantees, and even regulations”. He also values the “deep seated ethos of lifelong patient care” of medical companies, which he fears tech entrants like Neuralink lack.

Exploratory, serendipitous, cross-disciplinary science#

2024-10-08 celebrates science “rooted in a deep understanding of science, as well as a willingness to extend that understanding across disciplinary boundaries in creative ways.” Hopfield’s “curiosity led to a novel architecture”. His worry is about research priorities: “are we investing enough in the exploratory and serendipitous science around AI, neuroscience, consciousness, discovery, creativity …?”

Human-centred sustainable futures#

2024-10-06 calls for “leadership from organizations that are at the heart of helping to build human-centric sustainable futures”. It “troubles” him that nuclear-powered AI “represents a growth in energy demand rather than a redistribution of energy use.”

What frustrates him#

What delights him#


3. Risk as a way of thinking#

The explicit risk-innovation vocabulary (risk landscape, threat to value, orphan risks) does not appear in this batch. “Navigating” does, and the underlying moves are all present. Mostly they work as ways of seeing, used to open up a problem, not as procedures.

Novel technology needs a new mindset#

This is the batch’s central risk argument, made three ways. - 2024-10-13. AI-driven changes “won’t play out well unless there are associated changes in how we learn how to navigate a future where past ideas, processes and ways of behaving simply don’t apply.” The closing call is for “new ideas, new thinking, and new pathways forward”. - 2024-10-20. The problem is a mismatch in how we understand the world, not simply a hazard: “the tacit rules of human-machine engagement are quite different to those for human-human interactions”. He asks: “How vulnerable will a mismatch between how we think the world works and how it actually works make us to manipulation”. The skills we have for living among people may not transfer. - 2024-10-27. Stochastic agency is a risk that fits neither of the usual boxes. It is not a malicious developer (footnote 1), and not a goal-directed AI. It is harm that is “an emergent rather than predictable property of the technology”. Because of that, the standard fix fails: “the chances of it being able to be suppressed without rendering the technology useless are slim”, and “I’m not convinced that guardrails alone are the answer.” He asks for “a much bigger conversation about what we’re creating”.

Risk as threat to value (implicit)#

Orphan-risk structure (unnamed)#

In 2024-10-02, genetic data fall between regulatory categories: “these data aren’t covered by medical records regulations — 23andMe isn’t a medical company”. The same applies to Neuralink, run by a tech company without a medical ethos. The risk sits between regimes and outlasts them, in data that “outlive transient companies, guarantees, and even regulations”. In 2024-10-27 he refuses the vulnerable-user category: “this isn’t just a risk to people who might be considered to be “vulnerable””. That puts the risk outside the category that existing safeguards are designed for.

Humility and calibrated judgement#

His uncertainty is stated and graded, never a precise number (see the plausibility tests in section 1). The same humility runs through the batch: “To be honest, I’m not sure how possible this is — and I may be wrong about the weight I’m putting on its potential impacts” (10-20); “Whether the claim … is genuine or not, I don’t know” (10-06). He praises the same quality in Amodei: “a vision that’s tempered with humility and reason”, and “a refreshing level of humility where Amodei admits he may be wrong” (10-13).

A targeted, conditional precaution#

2024-10-27 is the batch’s strongest call to act: “this may mean pausing — or even rethinking — the development and use of AI chatbots that are designed to use and even exploit how we feel; at least until we have a better understanding of what we’re doing and what the risks are.” The call is narrow in scope: one design class, emotional exploitation. It is conditional (“may”) and tied to understanding. It is not a general call to halt AI.

Quantitative foundations still at work#

2024-11-03 can-ai-alter-how-you-feel-about-someone reads a study the way a scientist would. He gives the design: 31 participants, four 4-minute rounds, three manipulation conditions. He sets out the three findings, and then the limits: “the volunteers in the experiment were all primed for romantic connections, and so the findings may not be generalizable without further research”, and “the level of manipulation within the experiment was relatively small”. He also notes that the effect was “not its primary intent”. His concern rests on the evidence without claiming more than it supports.


4. Scholarship and public writing#

The Substack is where his research thinking develops, in sequence#

The four agency posts are one argument built across five weeks, and he shows the joins. 2024-10-27 begins: “Last week I wrote about social AI … When writing the article, I was thinking of this “agentic” social AI as models that have a clear set of goals”. He then extends the concept in response to events. 2024-10-20 links back to his posts on the DeepMind AI assistants paper, on Sunstein’s Choice Engines and on NotebookLM. 2024-10-27 links to his earlier voice-mode post. The Substack works as a public lab notebook that builds up ideas.

2024-10-13 places Amodei’s essay within his own framework: “his thinking aligns closely with my work around navigating advanced technology transitions”. Social science that he treats as settled (the deficit model “was debunked decades ago”) is brought to bear on a technologist’s essay.

Experimenting in public, with the method shown#

He explains how the evidence was made. - In 2024-09-29 he explains the 70,000-word prior context, the Wyndham prompt, the honesty rules, and that “Where words and phrases are bolded in ChatGPT’s responses, these are part of the model’s response and not added by me.” - In 2024-10-20 he explains how he used AI tools: “ChatGPT for it’s ability to riff off ideas and make new and interesting connections over long conversations, and Perplexity for it’s ability to draw on existing sources”. He also says the finding of a gap was “backed up with non AI-mediated research”. - In 2024-10-27 he explains how he built the bot, what he did in the conversation, and shares the audio.

How he treats evidence and expertise#

Transdisciplinarity#

The batch moves between several fields: - physics and statistical mechanics (10-08); - behavioural science, cognitive biases and developmental social learning (10-20); - science and technology studies, through the deficit model (10-13); - energy politics (10-06); - data governance and medical ethics (10-02); - literature (Wyndham, Banks).

He praises the Nobel laureates for exactly this crossing of boundaries.

Accessibility#


5. His role as he sees it#

A critical friend to tech leaders, judged on the quality of their thinking#

He tells tech leaders apart rather than treating them as one camp. - Altman’s essay is claimed “rather boldly”, with space colonisation and “the “discovery of all physics” for good measure” (10-06). The irony is gentle. - Amodei’s is “different”: “He writes with depth and clarity”. It should be “approached as a conversation starter rather than a manifesto” (10-13).

He says what his prior was and why he changed it: “It’s easy to dismiss articles like this from tech leaders … but Amodei’s is different.” He disagrees hard on mental health and the deficit model, while being “glad that he grapples with this as seriously as he does”. He is a peer in the conversation, adding the social science that the technologists lack.

Fair to companies without letting them off#

In 2024-10-27 he says Character.AI’s chatbots may be unhealthy “not because the company is necessarily acting irresponsibly, but because unpredictable influence is most likely an emergent property of such AI models.” The footnotes then add complexity: the profit motive “puts things in more complex territory”, and “many will conclude the Character.AI is acting irresponsibly”. He does not need a villain to argue that there is a serious problem. He does not take the activist frame (Tristan Harris: guardrails, industry incentives) wholesale either. He moves past it to a structural claim.

With readers: co-explorer and host#

The Modem Futura note sets out the tone he wants for public conversation: “conversations that grapple with the nuanced complexities of tech and the future without being limited by narrow perspectives and ideas, and without being too intense, serious, or (heavens forbid) preachy!”

With colleagues#

Ideas arrive through colleagues and he credits them. Mel Sellick sparked the agentic social AI post (10-20). Sean Leahy is his “rather excellent colleague” and co-host (10-09).

With institutions and policymakers#

His stance is to convene and prompt, not to lobby for a specific rule.

What he refuses to do#

Changes of mind, shown in the text#


6. What is distinctive#

  1. He shifts the AI question from governing the machine to people learning to live with it. Most commentary on manipulative or relational AI asks about guardrails, regulation and developers’ duties. In 2024-10-20 he deliberately sets those aside to ask how humans will develop, on a compressed timeline, the social skills to live alongside machines that “know how to make us fall in love with them in order to get us to behave as they want”. His tentative answer is play, observation and experience “with intent”. That comes from his founding values, not from the safety or ethics literature.

  2. He uses himself as the instrument, openly. He builds an engagement-maximising bot, plays a vulnerable user, and reports the “affective pull” he felt despite knowing exactly what was going on (10-27). He also records his own enjoyment and sense of generativity in an honest exchange with ChatGPT (09-29). Very few scholars write about AI’s emotional effects from their own felt experience, set up as a deliberate test and reported with its limits.

  3. He names new categories when the old ones don’t fit. “Agentic social AI” (agency borrowed from human agency) and “stochastic agency” governed by “micro goals” (harm without intent, from the pairing of user and model) cut across three existing frames: the bad-actor frame, the misaligned-goals frame of AI safety, and the vulnerable-user frame of child safety. This is his thesis that novel technologies need new mental models, done in real time in response to a death.

  4. He takes transformation seriously and still refuses the “fix” worldview. He thinks AI may change the world “faster and more radically than most people currently realize” (10-13). He is not a hype-sceptic. Yet his sharpest critique is aimed at the idea that “the world is made up of problems and solutions”, and at “who decides what “better” means”. The combination is unusual: he is neither booster, doomer nor dismissive sceptic. His view is that transformation will come from modest capabilities meeting human behaviour, not from superintelligence.

  5. He brings settled social science into the AI conversation, aimed at technologists. Naming the deficit model in a CEO’s essay (10-13), and insisting that failed technological dreams are about “people behaving as people are wont to do”, brings the knowledge of science and technology studies into a debate that often lacks it. He does this without condescension, while crediting the essay’s seriousness.

  6. A physicist’s view of AI’s roots, used to argue for serendipity. In 10-08 he reads the Nobel as evidence that breakthroughs come from curiosity crossing disciplines. He turns this into a question about research policy (are we funding exploratory, serendipitous science?) and a further question: could AI “end up achieving this despite us — beating us at our own intelligence game and exceeding our ability for serendipitous discovery”? Serendipity is a value he defends for society, not just a personal style.

  7. Mismatched timescales as a recurring lens. Data outlive companies and regulations (10-02). Social learning takes a lifetime, but adaptation may have to happen in “just a few short years — months even” (10-20). Amodei’s “compressed 21st century” is tested against “the world only moves so fast” and human behaviour (10-13). Much of the risk he sees lies in gaps between the pace of technology, of institutions and of human learning.

  8. Science fiction as an instrument of analysis. He picks Wyndham for the “ordinary people” view of how technology meets society (09-29), tests Amodei’s reading of Banks against the novel (10-13), and reads Altman as “a dystopian sci-fi novel” (10-06). For him, fiction is a way to see how technology plays out in society.

A reflexive note (my observation, not his claim). The nudging plan he drew out of GPT-4o in 10-20 works through curiosity, open questions, identity as a forward thinker, and invitations to join a community. Those are close to the tools of his own public scholarship. He does not comment on the parallel. But pointing the experiment at himself, with a goal he already holds, makes the demonstration sharper: benign influence and manipulation can share the same levers, and what separates them is whether the person knows about it and whether the relationship is honest (“each is clear about what it is”, 09-29).


7. The posts in this batch that best show how he thinks#

  1. 2024-10-20 learning-to-live-with-agental-social-ai. A thought experiment started by a colleague’s rabbit hole. It names a new category of risk, reasons from how children learn social agency, sets aside the risk/benefit/governance frame to ask how people learn to live with AI, proposes play “with intent” as a response, tests the idea on himself, discloses how he used AI tools, doubts its own framing, and corrects itself in public with humour.
  2. 2024-10-27 personal-ai-chatbots-and-stochastic-agency. He revises his own concept within a week in response to a tragedy. He experiments with himself as instrument (a bot he built, vulnerability he performed, a pull he felt). He is fair to the company but argues for structural emergence, rejects guardrails as sufficient, and calls for a narrow, conditional pause.
  3. 2024-10-13 amodei-machines-of-loving-grace. A generous but critical reading of a tech leader. It links explicitly to his navigating-transitions framework, criticises the “problems and solutions” and “fix” worldview, asks who decides “better”, names the deficit model, and reads Banks alongside the essay.
  4. 2024-10-08 ai-captures-this-years-nobel-prize. A physicist’s delight in the news. He defends curiosity-driven, cross-disciplinary and serendipitous science, thinks out loud about scientific intuition, holds tensions about AI understanding, and qualifies his own provocation with evidence in a footnote.
  5. 2024-10-06 the-double-or-nothing-bet-on-ai-fixing-the-climate. Reframes Altman’s claim as a wager, grades plausibility in words, takes “AI fixes everything” to its conclusion of fixing people, and puts human behaviour and human-centred sustainability at the centre.
  6. 2024-09-29 chatgpt-as-author-part-2-the-conversation (his questions only). A serendipitous experiment run on rules of honesty. His Editor questions show his curiosity at work: embodiment, subjectivity, and whether personhood must mean humanlike. He enjoys the machine’s “tell”, and he openly says the result was new to him if not to the world.