One critical question for predicting RSI is whether labor or compute is currently the bottleneck to AI research progress
If it's compute, then even fully automating the top AI researchers may not accelerate AI progress by that much
Now, the massive salaries for top AI researchers seem to imply that labor is still a very valuable input
But if those salaries are primarily due to experience—knowledge of which approaches work and which don't—then arguably we should think of most of that value as coming not from labor but from "crystallized experimental compute"
In that case, "10,000 geniuses in a data center" may not have the transformative impact we expect, since they are still limited by the number of experiments they can run
A little industry secret, every frontier lab has a tiny, tiny number of people who understand the architecture + training stack at a level almost nobody else does quite literally it can be as few as 1-6 people. Not just transformers on paper, but which changes actually survive trillion token training runs, how scaling behavior interacts with data mixtures, and all the tacit tricks that separate a good architecture from a frontier model, they can save a bad training bad and save the company millions and millions of dollars every training run.
Every lab has its “Noam Shazeers.”
When one of those people leaves, you’re losing years of accumulated, (largely undocumented) knowledge about how to make these systems actually scale and replacing that knowledge can materially set a lab back.
That’s why they’re are paid 100M to 1B in stock options + salary.