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I think you're being misled by a very specific failure mode of LLMs trained on tokenized input. The spelling and number of words is explicitly scrubbed from their input. Asking for word counts is like asking a blind person who reads and writes Braille about the shape of letters.
Good enough next-token prediction is, in principle, powerful enough to do anything you could ask someone to do using only a computer. I'm not claiming that this is a plausible route to super-powerful AI. But the "just" in "It just understands them as probabilistic sequences of tokens" seems totally unwarranted to me.
To be clear, I think LLMs can do a lot of really impressive things. I've used Github Copilot in my job and it was able to autocomplete some mostly correct code (variable/property names needed fixing) just from my writing a comment. It was pretty cool! But the leap from Copilot or GPT-4 or whatever to "We need international regulation on GPU production and monitoring for GPUs and to air strike countries that look like they have too many GPUs" is absurd.
I guess with the caveats "good enough" and "in principle" I am not sure I disagree but I am also not sure any LLM will be "good enough."
I still don't understand why you think the capabilities of current LLMs are an important factor in how scared we should be about AGI in the medium term. I also don't understand what threshold of capabilities you want to use where we could wait until we see it to coordinate a slowdown. The better these things get, the more demand there will be for their further development.
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