So Alibaba
$BABA had their big Apsara conference earlier this week in Hangzhou, and I thought CEO Eddie Wu’s speech was actually pretty interesting, so just pulling out some of the numbers that jumped out at me, and my thoughts:
• <3% → 1,000x: By their estimates, machine thinking today is still less than 3% of human thinking. Alibaba thinks eventually machines will produce more than 1,000x as much thinking as all humans combined. When you put it that way, wow, I honestly can't wait to see how the world changes.
• 99.9%: Eventually machines could do 99.9% of all thinking. That's just an arithmetic rephrase of the above statement, but might be easier for people to remember, lol.
• 10,000x: Wu thinks each individual could have 10,000x the intellectual leverage we have today. I was thinking about this, and I definitely feel like I've probably doubled or tripled my output with AI, but I hadn't thought about the possibility of getting to 10,000 times. That would be insane.
Has anyone tried to measure their "intellectual leverage"? I'd love to hear about it.
• Millions of agents: His example is designing a spacecraft to Mars, where the problem gets broken into tens of millions of subtasks carried out by millions of agents. It's gonna be wild when this happens.
• 5–10 trillion parameters: This is the scale Alibaba says it is targeting for future Qwen models. This is what ByteDance and DeepSeek are allegedly looking to do as well.
• 20 GW: Alibaba Cloud says it plans to have more than 20 GW of global data center capacity by 2032. For reference, OpenAI's Stargate is supposed to be about 9 gigawatts by 2029.
Also liked this line: “AI coding is simply the light bulb of the Machine Intelligence era.”
Basically coding is one of the first obvious uses we have found for all this intelligence, but that doesn’t mean it’s what most of it will ultimately be used for. If we go with the metaphor that AI is electricity and coding is a light bulb, electricity is going to be used for way more things than just light bulbs. We know it's the first use case for electricity, but when's the last time you noticed a light bulb?