I don't know how you get here from “predict the next word”

(grumpy-economist.com)

129 points | by qsi 3 hours ago

28 comments

  • sasjaws 1 hour ago
    A while ago i did the nanogpt tutorial, i went through some math with pen and paper and noticed the loss function for 'predict the next token' and 'predict the next 2 tokens' (or n tokens) is identical.

    That was a bit of a shock to me so wanted to share this thought. Basically i think its not unreasonable to say llms are trained to predict the next book instead of single token.

    Hope this is usefull to someone.

    • 317070 57 minutes ago
      As an expert in the field: this is exactly right.

      LLMs are trained to do whole book prediction, at training time we throw in whole books at the time. It's only when sampling we do one or a few tokens at the time.

      • justinator 38 minutes ago
        where do you get these books?

        honking intensifies

        WHERE DO YOU GET THESE BOOKS?!

        • tasuki 26 minutes ago
          The local library.
        • benterix 16 minutes ago
          We do things, but it doesn't feel right
        • fc417fc802 25 minutes ago
          Can anyone even say what a book really is at the end of the day? It's such an abstract concept. /s
      • TuringTest 31 minutes ago
        Isn't that the same as compressing the whole book, in a special differential format that compares how the text looks from any given point before and after?
        • 317070 8 minutes ago
          There are many ways to model how the model works in simpler terms. Next-word prediction is useful to characterize how you do inference with the model. Maximizing mutual information, compressing, gradient descent, ... are all useful characterisations of the training process.

          But as stated above, next token prediction is a misleading frame for the training process. While the sampling is indeed happening 1 token at a time, due to the training process, much more is going on in the latent space where the model has its internal stream of information.

    • sputknick 1 hour ago
      I'd like to explore this idea, did you make a blog post about it? is it simple enough to post in the reply?
  • wavemode 2 hours ago
    > the kind of analysis the program is able to do is past the point where technology looks like magic. I don’t know how you get here from “predict the next word.”

    You're implicitly assuming that what you asked the LLM to do is unrepresented in the training data. That assumption is usually faulty - very few of the ideas and concepts we come up with in our everyday lives are truly new.

    All that being said, the refine.ink tool certainly has an interesting approach, which I'm not sure I've seen before. They review a single piece of writing, and it takes up to an hour, and it costs $50. They are probably running the LLM very painstakingly and repeatedly over combinations of sections of your text, allowing it to reason about the things you've written in a lot more detail than you get with a plain run of a long-context model (due to the limitations of sparse attention).

    It's neat. I wonder about what other kinds of tasks we could improve AI performance at by scaling time and money (which, in the grand scheme, is usually still a bargain compared to a human worker).

    • jjmarr 1 hour ago
      I created a code review pipeline at work with a similar tradeoff and we found the cost is worth it. Time is a non-issue.

      We could run Claude on our code and call it a day, but we have hundreds of style, safety, etc rules on a very large C++ codebase with intricate behaviour (cooperative multitasking be fun).

      So we run dozens of parallel CLI agents that can review the code in excruciating detail. This has completely replaced human code review for anything that isn't functional correctness but is near the same order of magnitude of price. Much better than humans and beats every commercial tool.

      "scaling time" on the other hand is useless. You can just divide the problem with subagents until it's time within a few minutes because that also increases quality due to less context/more focus.

    • Kim_Bruning 31 minutes ago
      > You're implicitly assuming that what you asked the LLM to do is unrepresented in the training data. That assumption is usually faulty - very few of the ideas and concepts we come up with in our everyday lives are truly new.

      I made a cursed CPU in the game 'Turing Complete'; and had an older version of claude build me an assembler for it?

      Good luck finding THAT in the training data. :-P

      (just to be sure, I then had it write actual programs in that new assembly language)

      • withinboredom 6 minutes ago
        But the ideas are not 'new'. A benchmark that I use to tell me if an AI is overfitted is to present the AI with a recent paper (especially one like a paxos variant) and have it build that. If it writes general paxos instead of what the paper specified, its overfitted.

        Claude 4.5: not overfitted too much -- does the right thing 6/10 times.

        Claude 4.6: overfitted -- does the right thing 2/10 times.

        OpenAI 5.3: overfitted -- does the right thing 3/10 times.

        These aren't perfect benchmarks, but it lets me know how much babysitting I need to do.

        My point being that older Claude models weren't overfitted nearly as much, so I'm confirming what you're saying.

    • selridge 2 hours ago
      >You're implicitly assuming that what you asked the LLM to do is unrepresented in the training data.

      This is just as stuck in a moment in time as "they only do next word prediction" What does this even mean anymore? Are we supposed to believe that a review of this paper that wasn't written when that model (It's putatively not an "LLM", but IDK enough about it to be pushy there) was trained? Does that even make sense? We're not in the regime of regurgitating training data (if we really ever were). We need to let go of these frames which were barely true when they took hold. Some new shit is afoot.

      • wavemode 2 hours ago
        Statistical models generalize. If you train a model that f(x) = 5 and f(x+1) = 6, the number 7 doesn't have to exist in the training data for the model to give you a correct answer for f(x+2)

        Similarly, if there are millions of academic papers and thousands of peer reviews in the training data, a review of this exact paper doesn't need to be in there for the LLM to write something convincing. (I say "convincing" rather than "correct" since, the author himself admits that he doesn't agree with all the LLM's comments.)

        I tend to recommend people learn these things from first principles (e.g. build a small neural network, explore deep learning, build a language model) to gain a better intuition. There's really no "magic" at work here.

        • kristiandupont 1 hour ago
          I had Claude help me get a program written for Linux to compile on macOS. The program is written in a programming language the author invented for the project, a pretty unusual one (for example, it allows spaces in variable names).

          Claude figured out how the language worked and debugged segfaults until the compiler compiled, and then until the program did. That might not be magic, but it shows a level of sophistication where referring to “statistics” is about as meaningful as describing a person as the statistics of electrical impulses between neurons.

          • compass_copium 1 hour ago
            But the programming language has explicitly laid out rules. It was not trained on those sets of rules, but it was trained on many trillions of lines of code. It has a map of how programs work, and an explanation of this new language. It's using training data and data it's fed to generate that result.
            • orf 26 minutes ago
              That’s still over-general to the point of being useless.

              What you wrote would apply to a human approaching this task as well, sans the “many trillion lines of code”.

            • selridge 1 hour ago
              What doesn't that explain tho?

              What behavior would you need to see for that explanation to no longer hold? Because it seems like it explains too much.

        • Kim_Bruning 1 hour ago
          If you run an LLM in an autoregressive loop you can get it to emulate a turing machine though. That sort of changes the complexity class of the system just a touch. 'Just predicts the next word' hits different when the loop is doing general computation.

          Took me a bit of messing around, but try to write out each state sequentially, with a check step between each.

        • arkh 29 minutes ago
          I expected (and still expect) a lot from LLM with cross disciplinary research.

          I think they should be the perfect tool to find methods or results in a field which look like it could be used in another field.

          • WithinReason 4 minutes ago
            This might actually be a limitation of the "predict next word" approach since the network is never trained to predict a result in one field from a result in another. It might still make the connection though, but not as easily.
        • c22 1 hour ago
          > If you train a model that f(x) = 5 and f(x+1) = 6, the number 7 doesn't have to exist in the training data for the model to give you a correct answer for f(x+2)

          This is an interesting claim to me. Are there any models that exist that have been trained with a (single digit) number omitted from the training data?

          If such a model does exist, how does it represent the answer? (What symbol does it use for the '7'?)

          • wavemode 1 hour ago
            When I say "model" here I'm referring to any statistical model (in this example, probably linear regression). Not specifically large language models / neural networks.
            • c22 1 hour ago
              Gotcha, I don't think I know enough about it. What constitutes training data for a for a (non neural network) statistical model? Is this something I could play around with myself with pen and paper?
              • nairboon 32 minutes ago
                Just the raw numbers? You list the y's and the x's and the model is approximating y=f(x) from the above example. You can totally do it with pen and paper. This is what it'd look like (for linear regression): https://observablehq.com/@yizhe-ang/interactive-visualizatio...
              • heavyset_go 38 minutes ago
                You can write an f(x) and record the input and output and that can be your training data. Or just download some time-series data or something.
        • selridge 1 hour ago
          Ok cool cool. Instead of pretending you need to teach me, you could engage with what I'm saying or even the OP!

          "I don't know how you get here from "predict the next word"" is not really so much a statement of ignorance where someone needs you to step in but a reflection that perhaps the tech is not so easily explained as that. No magic needs to be present for that to be the case.

          • wavemode 1 hour ago
            If you disagree with someone on the internet, you can just say "I disagree, and here's why". You don't have to aggressively accuse them of "not engaging" with the text.

            I engaged. You just don't like what I wrote. That's okay.

            • selridge 1 hour ago
              Thanks but no thanks.
        • red75prime 1 hour ago
          I think the relevant question is: can a statistical model (or a transformer, in particular) generalize to general reasoning ability?
      • anon7725 1 hour ago
        “Represented in the training data” does not mean “represented as a whole in the training data”. If A and B are separately in the training data, the model can provide a result when A and B occur in the input because the model has made a connection between A and B in the latent space.
        • selridge 1 hour ago
          Yes. I’m saying that “it’s just in the training data” is a cognitive containment of these models which is incomplete. You can insist that’s what’s happening, but you’ll be left unable to explain what’s going on beyond truisms.
  • ChaitanyaSai 2 hours ago
    The whole next word thing is interesting isn't it. I like to see it with Dennett's "Competence and comprehension" lens. You can predict the next word competently with shallow understanding. But you could also do it well with understanding or comprehension of the full picture. A mental model that allows you to predict better. Are the AIs stumbling into these mental models? Seems like it. However, because these are such black boxes, we do not know how they are stringing these mental models together. Is it a random pick from 10 models built up inside the weights? Is there any system-wide cohesive understanding, whatever that means? Exploring what a model can articualate using self-reflection would be interesting. Can it point to internal cognitive dissonance because it has been fed both evolution and intelligent design, for example? Or these exist as separate models to invoke depending on the prompt context, because all that matters is being rewarded by the current user?
    • grey-area 1 hour ago
      Given their failure on novel logic problems, generation of meaningless text, tendency to do things like delete tests and incompetence at simple mathematics, it seems very unlikely they have built any sort of world model. It’s remarkable how competent they are given the way they work.

      Predict the next word is a terrible summary of what these machines do though, they certainly do more than that, but there are significant limitations.

      ‘Reasoning’ etc are marketing terms and we should not trust the claims made by companies who make these models.

      The Turing test had too much confidence in humans it seems.

      • steve1977 1 hour ago
        > Predict the next word is a terrible summary of what these machines do though, they certainly do more than that

        What would that be?

        • grey-area 54 minutes ago
          They generate text based on quite a large context, including hidden prompts we don’t see and their weights are distorted heavily by training. So I think there’s a lot more than a simple probability of word x coming next. That makes ‘predict next word’ a reductive summary IMO.

          I do not personally feel it resembles thinking or reasoning though and really object to that framing because it is misleading many people.

          • karamanolev 40 minutes ago
            > their weights are distorted heavily by training

            What does that even mean? Their weights are essentially created by training. There aren't some magic golden weights that are then distorted.

      • shakna 1 hour ago
        Probably worth remembering that ELIZA passed Turing tests, and was the definition of shallow prediction.
    • mzhaase 1 hour ago
      It always occurred to me that LLMs may be like the language center of the brain. And there should be a "whole damn rest of the brain" behind it to steer it.

      LLMs miss very important concepts, like the concept of a fact. There is no "true", just consensus text on the internet given a certain context. Like that study recently where LLMs gave wrong info if there was the biography of a poor person in the context.

      • steve1977 1 hour ago
        I think much along the same lines. LLMs are probably even just a part of the language center.

        And of course they also miss things like embodiment, mirror neurons etc.

        If an LLM makes a mistake, it will tell you it is sorry. But does it really feel sorry?

      • dnautics 48 minutes ago
        thats unlikely. but they are awfully lot like turing machines (k/v cache ~ turing tape) so their architecture is strongly predisposed to be able to find any algorithm, possibly including reasoning
    • throw310822 42 minutes ago
      > You can predict the next word competently with shallow understanding.

      I don't get this. When you say "predict the next word" what you mean is "predict the word that someone who understands would write next". This cannot be done without an understanding that is as complete as that of the human whose behaviour you are trying to predict. Otherwise you'd have the paradox that understanding doesn't influence behaviour.

    • halyconWays 1 hour ago
      Searle's Chinese Room experiment but without knowing what's in the room, and when you try to peek in you just see a cloud of fog and are left to wonder if it's just a guy with that really big dictionary or something more intelligent.
    • basch 1 hour ago
      It's honestly disheartening and a bit shocking how everyone has started repeating the predict the next syllable criticism.

      The language model predicts the next syllable by FIRST arriving in a point in space that represents UNDERSTANDING of the input language. This was true all the way back in 2017 at the time of Attention Is All You Need. Google had a beautiful explainer page of how transformers worked, which I am struggling to find. Found it. https://research.google/blog/transformer-a-novel-neural-netw...

      The example was and is simple and perfect. The word bank exists. You can tell what bank means by its proximity to words, such as river or vault. You compare bank to every word in a sentence to decide which bank it is. Rinse, repeat. A lot. You then add all the meanings together. Language models are making a frequency association of every word to every other word, and then summing it to create understanding of complex ideas, even if it doesn't understand what it is understanding and has never seen it before.

      That all happens BEFORE "autocompleting the next syllable."

      The magic part of LLMs is understanding the input. Being able to use that to make an educated guess of what comes next is really a lucky side effect. The fact that you can chain that together indefinitely with some random number generator thrown in and keep saying new things is pretty nifty, but a bit of a show stealer.

      What really amazes me about transformers is that they completely ignored prescriptive linguistic trees and grammar rules and let the process decode the semantic structure fluidly and on the fly. (I know google uses encode/decode backwards from what I am saying here.) This lets people create crazy run on sentences that break every rule of english (or your favorite language) but instructions that are still parsable.

      It is really helpful to remember that transformers origins are language translation. They are designed to take text and apply a modification to it, while keeping the meaning static. They accomplish this by first decoding meaning. The fact that they then pivoted from translation to autocomplete is a useful thing to remember when talking to them. A task a language model excels at is taking text, reducing it to meaning, and applying a template. So a good test might be "take Frankenstein, and turn it into a magic school bus episode." Frankenstein is reduced to meaning, the Magic School Bus format is the template, the meaning is output in the form of the template. This is a translation, although from English to English, represented as two completely different forms. Saying "find all the Wild Rice recipes you can, normalize their ingredients to 2 cups of broth, and create a table with ingredient ranges (min-max) for each ingredient option" is closer to a translation than it is to "autocomplete." Input -> Meaning -> Template -> Output. With my last example the template itself is also generated from its own meaning calculation.

      A lot has changed since 2017, but the interpreter being the real technical achievement still holds true imho. I am more impressed with AI's ability to parse what I am saying than I am by it's output (image models not withstanding.)

      • qsera 1 hour ago
        >represents UNDERSTANDING of the input language.

        It does not have an understanding, it pattern matches the "idea shape" of words in the "idea space" of training data and calculates the "idea shape" that is likely to follow considering all the "idea shape" patterns in its training data.

        It mimics understanding. It feels mysterious to us because we cannot imagine the mapping of a corpus of text to this "idea space".

        It is quite similar to how mysterious a computer playing a movie can appear, if you are not aware of mapping of movie to a set of pictures, pictures to pixels, and pixels to co-ordinates and colors codes.

        • aqua_coder 1 hour ago
          I am not knowledgeable on how transformer works but, what if, us humans just do the same thing in our minds as well ? What if our feeling of "understanding" is merely just the emotional response to a pattern matching as you just said?
          • qsera 23 minutes ago
            Yea, you said it. It is the feeling of understanding and feeling/sensing implies consciousness. Why does it matter? I don't know. All I know is that it is not the same thing, because a chunk of metal cannot feel. So I don't want it to be called by the same name.

            When AI marketing (ab)uses the word, it is to project the appearance of human equivalence. And I don't like to fall for it.

        • dnautics 44 minutes ago
          > pattern matches the "idea shape" of words in the "idea space

          it does much more than this. first layer has an attention mechanism on all previous tokens and spits out an activation representing some sum of all relations between the tokens. then the next layer spits out an activation representing relations of relations, and the next layer and so forth. the llm is capable of deducing a hierarchy of structural information embedded in the text.

          not clear to me how this isn't "understanding".

        • basch 1 hour ago
          Semantics. Its a encoded position that represents meaning in a way that is useful and reusable. That is "understanding." It's a mathematical representation of grasp.
          • qsera 57 minutes ago
            Yea, semantics is important. It is not "understanding" any more than a microphone+ADC is hearing.
            • basch 55 minutes ago
              agree to disagree. encoding a meaning is understanding. I cited a source using the word in the same way.
              • qsera 46 minutes ago
                >agree to disagree.

                Yea

                >encoding a meaning is understanding.

                encoding a meaning is encoding. Nothing more!

                • basch 32 minutes ago
                  what is understanding but encoded meaning distilled into pure structure, in both cases a property of a pattern?

                  No need to gatekeep the word "understanding" behind subjective human experience eg qualia.

                  • qsera 20 minutes ago
                    > No need to gatekeep the word "understanding" behind subjective human experience eg qualia.

                    Yea, I think gatekeeping is needed exactly for the same reason. Make up another word if you want..

      • steve1977 1 hour ago
        From what I understand, it's more like "input is 1, 3, 5, 7" so "output is likely to be 9".

        Understanding would be a bit generous of a term for that I guess, but that also depends on the definition of understanding.

        • basch 1 hour ago
          Id really invite people to read the google blog post. https://research.google/blog/transformer-a-novel-neural-netw...

          Google chose the word understanding.

          • nairboon 43 minutes ago
            Google chose "understanding" in that context, because the relevant AI/ML task is called "Natural language understanding". But that term is an aspiration. It's the problem of trying to reveal the "meaning" of text data (language) as in making sense of the symbols with computers.

            Just because Transformers work well on the "Natural language understanding" task in AI, doesn't mean that a Transformer actually "understands" language in the human sense.

          • interloxia 34 minutes ago
            The task is language understanding. The tool is amazing. Pianos are amazing. The task is to create music. The process is to transform movement to sound. They don't understand music.
          • steve1977 1 hour ago
            Thanks for the link, I will read it. But keep in mind that Google wants to sell us something.
            • basch 1 hour ago
              A the time, it was a free language translation tool. You weren't paying for transformers in 2017.
              • steve1977 50 minutes ago
                True, but that doesn't mean that Google did not already have intentions to monetize it if possible.
                • basch 38 minutes ago
                  You would think, wouldn’t you?

                  And yet they waited until ChatGPT was a thing and threw Bard together overnight in response.

  • teekert 1 hour ago
    I think this is a thing not often discussed here, but I too have this experience. An LLM can be fantastic if you write a 25-pager then later need to incorporate a lot of comments with sometimes conflicting arguments/viewpoints.

    LLMs can be really good at "get all arguments against this", "Incorporated this view point in this text while making it more concise.", "Are these views actually contradicting or can I write it such that they align. Consider incentives".

    If you know what you're doing and understand the matter deeply (and that is very important) you'll find that the LLM is sometimes better at wording what you actually mean, especially when not writing in your native language. Of course, you study the generated text, make small changes, make it yours, make sure you feel comfortable with it etc. But man can it get you over that "how am I going to write this down"-hump.

    Also: "Make an executive summary" "Make more concise", are great. Often you need to de-linkedIn the text, or tell it to "not sound like an American waiter", and "be business-casual", "adopt style of rest of doc", etc. But it works wonders.

  • ruhith 1 hour ago
    Predict the next token' is true but not explanatory. It's like saying humans 'fire neurons.' Technically correct, explains nothing useful about the behavior you're actually observing. The debate isn't whether the description is accurate - it's whether it's at the right level of abstraction.
  • pushedx 2 hours ago
    Yes, most people (including myself) do not understand how modern LLMs work (especially if we consider the most recent architectural and training improvements).

    There's the 3b1b video series which does a pretty good job, but now we are interfacing with models that probably have parameter counts in each layer larger than the first models that we interacted with.

    The novel insights that these models can produce is truly shocking, I would guess even for someone who does understand the latest techniques.

    • auraham 2 hours ago
      I highly recommend Build a large language model from scratch [1] by Sebastian Raschka. It provides a clear explanation of the building blocks used in the first versions of ChatGPT (GPT 2 if I recall correctly). The output of the model is a huge vector of n elements, where n is the number of tokens in the vocabulary. We use that huge vector as a probability distribution to sample the next token given an input sequence (i.e., a prompt). Under the hood, the model has several building blocks like tokenization, skip connections, self attention, masking, etc. The author makes a great job explaining all the concepts. It is very useful to understand how LLMs works.

      [1] https://www.manning.com/books/build-a-large-language-model-f...

      • phreeza 2 hours ago
        But this is missing exactly the gap which OP seems to have, which is going from a next token predictor (a language model in the classical sense) to an instruction finetuned, RLHF-ed and "harnessed" tool?
    • measurablefunc 2 hours ago
      What's the latest novel insight you have encountered?
      • brookst 2 hours ago
        Not the person you asked, and “novel” is a minefield. What’s the last novel anything, in the sense you can’t trace a precursor or reference?

        But.. I recently had a LLM suggest an approach to negative mold-making that was novel to me. Long story, but basically isolating the gross geometry and using NURBS booleans for that, plus mesh addition/subtraction for details.

        I’m sure there’s prior art out there, but that’s true for pretty much everything.

        • kennyloginz 52 minutes ago
          There is prior art, so it’s not novel.
        • measurablefunc 1 hour ago
          I don't know, that's why I asked b/c I always see a lot of empty platitudes when it comes to LLM praise so I'm curious to see if people can actually back up their claims.

          I haven't done any 3D modeling so I'll take your word for it but I can tell you that I am working on a very simple interpreter & bytecode compiler for a subset of Erlang & I have yet to see anything novel or even useful from any of the coding assistants. One might naively think that there is enough literature on interpreters & compilers for coding agents to pretty much accomplish the task in one go but that's not what happens in practice.

          • pushedx 1 hour ago
            Which agents are you using, and are you using them in an agent mode (Codex, Claude Code etc.)?

            The difference in quality of output between Claude Sonnet and Claude Opus is around an order of magnitude.

            The results that you can get from agent mode vs using a chat bot are around two orders of magnitude.

            • kmaitreys 53 minutes ago
              Can you clarify a bit more about the this two orders of magnitude? In what context? Sure, they have "agency" and can do more than outputting text, but I would like see a proper example of this claim.
            • measurablefunc 1 hour ago
              The workflow is not the issue. You are welcome to try the same challenge yourself if you want. Extra test cases (https://drive.proton.me/urls/6Z6557R2WG#n83c6DP6mDfc) & specification (https://claude.ai/public/artifacts/5581b499-a471-4d58-8e05-1...). I know enough about compilers, bytecode VMs, parsers, & interpreters to know that this is well within the capabilities of any reasonably good software engineer but the implementation from Gemini 3.1 Pro (high & low) & Claude Opus 4.6 (thinking) have been less than impressive.
              • pushedx 44 minutes ago
                sorry, needed to edit this comment to ask the same question as the sibling:

                have you run these models in an agent mode that allows for executing the tests, the agent views the output, and iterates on its own for a while? up to an hour or so?

                you will get vastly different output if you ask the agent to write 200 of its own test cases, and then have it iterate from there

              • Kim_Bruning 47 minutes ago
                Possibly a dumb question: but are you running this in claude code, or an ide, or basically what are you using to allow for iteration?
          • brookst 1 hour ago
            It’s taken me a while to get good at using them.

            My advice: ask for more than what you think it can do. #1 mistake is failing to give enough context about goals, constraints, priorities.

            Don’t ask “complete this one small task”, ask “hey I’m working on this big project, docs are here, source is there, I’m not sure how to do that, come up with a plan”

            • measurablefunc 1 hour ago
              The specification is linked in another comment in this thread & you can decide whether it is ambitious enough or not but what I can tell you is that none of the existing coding agents can complete the task even w/ all the details. If you do try it you will eventually get something that will mostly work on simple tests but fail miserably on slightly more complicated test cases.
  • trhway 1 minute ago
    >I don’t know how you get here from “predict the next word.”

    The question puts horse behind the buggy. The main point isn't "from", it is how you get to “predict the next word.” During the training the LLM builds inside itself compressed aggregated representation - a model - of what is fed into it. Giving the model you can "predict the next word" as well as you can do a lot of other things.

    For starting point for understanding i'd suggest to look back at the key foundational stone that started it all - "sentiment neuron"

    https://openai.com/index/unsupervised-sentiment-neuron/

    "simply predicting the next character in Amazon reviews resulted in discovering the concept of sentiment. "

  • callmeal 2 hours ago
    The "predict the next word" to a current llm is at the same level as a "transistor" (or gate) is to a modern cpu. I don't understand llms enough to expand on that comparison, but I can see how having layers above that feed the layers below to "predict the next word" and use the output to modify the input leading to what we see today. It is turtles all the way down.
    • brookst 2 hours ago
      It’s a good comparison. It’s about abstraction and layers. Modern LLMs aren’t just models, they’re all the infrastructure around promoting and context management and mixtures of experts.

      The next-word bit may be slightly higher than an individual transistor, possibly functional units.

    • ejolto 1 hour ago
      There is a big difference, because I understand how those transistors produce a picture on a screen, I don’t understand how LLMs do what they do. The difference is so big that the comparison is useless.
      • jcul 1 hour ago
        I understand how transistors work too, and how they can result in a picture on a screen. But I think most people outside the software / electronics areas don't and to them it's just magic.
    • echelon 2 hours ago
      Humans are future predictors. Our vision systems, our mental models of our careers. People that predict the future tend to do well financially.

      Now the machines are getting better than we are. It's exciting and a little bit terrifying.

      We were polymers that evolved intelligence. Now the sand is becoming smart.

      • qsera 1 hour ago
        >Now the machines are getting better than we are

        Then AI companies should stop looking for investors and instead play stock markets with all that predictive powers!

        • echelon 1 hour ago
          The real money is in using the models to build utility and money-making companies. You're removed from orders of magnitude in upside potential if you have to wait for the public markets.
          • qsera 43 minutes ago
            > money-making companies

            You mean, money sucking companies, right?

            >You're removed from orders of magnitude in upside potential if you have to wait for the public markets.

            because that won't work. That is why!

            • echelon 34 minutes ago
              > You mean, money sucking companies, right?

              Is that what you (and all people) are in your job function? A money suck?

              Do you ever buy anything for food, shelter, and clothing? Do you have hobbies?

              Capitalism means we don't have to all be hunter-gatherers, and I'm pretty keen on that trade.

              > because that won't work. That is why!

              This is the forum for a venture capital firm. A lot of the folks here build things with the intention of creating value and getting compensated for that value creation. Other valid options are sitting at home and playing video games, reading a book, or posting on HN.

              I like working on problems where I'm the customer and where I would buy the product if it existed. Turns out, there tend to be other people who would buy my software too.

  • modeless 1 hour ago
    It's clear that in the general case "predict the next word" requires arbitrarily good understanding of everything that can be described with language. That shouldn't be mysterious. What's mysterious is how a simple training procedure with that objective can in practice achieve that understanding. But then again, does it? The base model you get after that simple training procedure is not capable of doing the things described in the article. It is only useful as a starting point for a much more complex reinforcement learning procedure that teaches the skills an agent needs to achieve goals.

    RL is where the magic comes from, and RL is more than just "predict the next word". It has agents and environments and actions and rewards.

  • GodelNumbering 1 hour ago
    It is probably the first-time aha moment the author is talking about. But under the hood, it is probably not as magical as it appears to be.

    Suppose you prompted the underlying LLM with "You are an expert reviewer in..." and a bunch of instructions followed by the paper. LLM knows from the training that 'expert reviewer' is an important term (skipping over and oversimplifying here) and my response should be framed as what I know an expert reviewer would write. LLMs are good at picking up (or copying) the patterns of response, but the underlying layer that evaluates things against a structural and logical understanding is missing. So, in corner cases, you get responses that are framed impressively but do not contain any meaningful inputs. This trait makes LLMs great at demos but weak at consistently finding novel interesting things.

    If the above is true, the author will find after several reviews that the agent they use keeps picking up on the same/similar things (collapsed behavior that makes it good at coding type tasks) and is blind to some other obvious things it should have picked up on. This is not a criticism, many humans are often just as collapsed in their 'reasoning'.

    LLMs are good at 8 out of 10 tasks, but you don't know which 8.

    • Kim_Bruning 40 minutes ago
      In your model, explain the old trick "think step by step"
  • mnewme 2 hours ago
    Is this an ad? Seems like it. The text is not really what the headline suggests.
    • pianom4n 1 hour ago
      Do you think the submitter intended this as an ad? His post history doesn't seem suspicious.

      Or do you think article's author wrote this an an ad? He's a reputable academic who seems impressed with an AI tool he used and is honestly sharing his thoughts.

      For reference he published the 80 page inflation mini-book 2 weeks ago asking for feedback: https://www.grumpy-economist.com/p/inflation

      • deaux 24 minutes ago
        > Or do you think article's author wrote this an an ad? He's a reputable academic who seems impressed with an AI tool he used and is honestly sharing his thoughts.

        Ghuntley used to be reputable on here, then the crypto money looked too juicy.

  • throawayonthe 22 minutes ago
    > economist

    > wowed by smoke and mirrors

    many such cases

  • gammalost 1 hour ago
    It is really interesting how great and also how terrible LLMs can be at the same time. For example, I had a really annoying bug yesterday, I missed one character, "_". Asking ChatGPT for help led to a lot of feedback that was arguably okay but not currently relevant (because there was a fatal flaw in the code).

    Remade the conversation with personal information stripped here https://chatgpt.com/share/699fef77-b530-8007-a4ed-c3dda9461d...

  • tolerance 2 hours ago
    It’s interesting to read about the use and leverage of LLMs outside of programming.

    I’m not too familiar with the history, but the import of this article is brushing up on my nose hairs in a way that makes me think a sort of neo-Sophistry is on the horizon.

  • visarga 2 hours ago
    > Nothing you write will matter if it is not quickly adopted to the training dataset.

    That is my take too, I was surprised to see how many people object to their works being trained on. It's how you can leave your mark, opening access for AI, and in the last 25 years opening to people (no restrictions on access, being indexed in Google).

    • Morromist 29 minutes ago
      "On reflection I have started to worry again. In 10 to 20 years nobody will read anything any more, they just will read LLM digests. So, the single most important task of a writer starting right now is to get your efforts wired in to the LLMs"

      You're words will be like a drop in the ocean, an ocean where the water volume keeps increasing every year. Also if nobody reads anything anymore what's the point?

    • mbgerring 2 hours ago
      People who produced the works LLMs are trained on are not compensated for the value they are now producing, and their skills are increasingly less valued in a world with LLMs. The value the LLMs are producing is being captured by employees of AI companies who are driving up rent in the Bay Area, and driving up the cost of electricity and water everywhere else.

      Your surprise to people’s objections makes sense if you can’t count.

      • chii 1 hour ago
        > People who produced the works LLMs are trained on are not compensated for the value they are now producing

        the value being extracted via LLM techniques is new value, which did not previously exist. The producer(s) of the old data had an asking price, which was taken by the LLM trainers. They cannot make the argument that since the LLM is producing new value, they should retroactively update their old asking price for their works.

        They could update their asking price for any new works they produce. They also have the right to ask their works not be used for training, etc. But they cannot ask their old works to be paid for by the new uses in LLM in a retroactive way.

    • heavyset_go 1 hour ago
      Most people value their time and work and don't want to give it away for free to some billionaire so they can reproduce it as slop for their own private profit.

      That's to say, most people recognize when they're getting fucked over and are correct to object to it.

  • belZaah 2 hours ago
    It’s called emergent behavior. We understand how an llm works, but do not have even a theory about how the behavior emerges from among the math. We understand ants pretty well, but how exactly does anthill behavior come from ant behavior? It’s a tricky problem in system engineering where predicting emergent behavior (such as emergencies) would be lovely.
    • fc417fc802 2 hours ago
      > but do not have even a theory about how the behavior emerges from among the math

      Actually we have an awful lot of those.

      I'm not sure if emergent is quite the right term here. We carefully craft a scenario to produce a usable gradient for a black box optimizer. We fully expect nontrivial predictions of future state to result in increasingly rich world models out of necessity.

      It gets back to the age old observation about any sufficiently accurate model being of equal complexity as the system it models. "Predict the next word" is but a single example of the general principle at play.

      • hnfong 1 hour ago
        > black box optimizer

        This is admission we don't know how it emerges.

        Sure, we expect the behavior to emerge, but we don't know how.

        • fc417fc802 1 hour ago
          No, as I said, we have _lots_ of theories about exactly that at various levels of detail. The theories vary based on (at least) the specifics of the loss function being employed to construct the gradient. Giving an overview of that is far beyond the scope of this comment section (but it's well trodden ground so you can just go ask an LLM).

          The "black box" bit refers to a generic, interchangeable optimization algorithm that simply makes the number go down (or up or whatever).

          There are certainly various details about the internal workings of models that we don't properly understand but a blanket claim about the whole is erroneous.

    • netfortius 2 hours ago
    • devmor 2 hours ago
      The good news is that despite being incredibly complex, it’s still a lot simpler than ants because it is at least all statistical linguistics (as far as LLMs are concerned anyways).
    • themafia 2 hours ago
      > but do not have even a theory about how the behavior emerges

      We fully do. There is a significant quality difference between English language output and other languages which lends a huge hint as to what is actually happening behind the scenes.

      > but how exactly does anthill behavior come from ant behavior?

      You can't smell what ants can. If you did I'm sure it would be evident.

      • spiralcoaster 2 hours ago
        Two very big revelations here that I would love to know more about:

        1. Can you reveal "what's actually happening behind the scenes" beyond the hint you gave? I can't figure it out.

        2. Can you explain how an ants sense of smell leads to anthills?

        • jen729w 2 hours ago
          > 2. Can you explain how an ants sense of smell leads to anthills?

          Ant 0: doesn’t seem to be dangerous here. I’ll drop a scent.

          Ant 1: oh cool, a safe place. And I didn’t die either. I’ll reinforce that.

          Ant 142,857,098,277: cool anthill.

          • fc417fc802 1 hour ago
            The dynamics of ant nest creation are way more complicated than that. The evolved biological parallel of a procedural generation algorithm. In addition, the completed structure has to be compatible with the various programmed behaviors of the workers.
      • kristiandupont 2 hours ago
        I am very curious about this significant hint, could you point me to some material?
      • canjobear 2 hours ago
        > There is a significant quality difference between English language output and other languages

        ?

        • floren 2 hours ago
          They're saying LLMs do better when outputting English than other languages, an assertion I'm not really able to test but have heard elsewhere.
          • bryanrasmussen 2 hours ago
            and this is somehow not related to the size and availability of corpora in English?
            • floren 1 hour ago
              No, I'm quite sure that's why it's better.
              • bryanrasmussen 1 hour ago
                OK but then that goes back to their other assertion that it gives a huge hint at what is going on behind the scenes, is that huge hint just "more data gives better results!" if so, that doesn't seem at all important since that is the absolutely central idea of an LLM. That is not behind the scenes at all, that is the introduction to the play as written by the author.

                Not your fault obviously, but they have not yet described what that huge hint is, and I'm just at the edge of my seat with anticipation here.

  • Alex_L_Wood 1 hour ago
    Unless proven otherwise, assume everything coming from AI industry is an ad, a pitch to investors to raise money or a straight-up lie. AI is useful in some instances, but there are so much money riding on it that there are forces way bigger then us propping it all up.

    And this is an ad, I assume.

    • rossant 46 minutes ago
      Don't assume bad intent.

      I use LLMs for different research-related tasks and I surely can relate. In the past few months, the latest models have become better than me at many tasks. And I am not an ad.

  • retrac 2 hours ago
    I know this sounds insane but I've been dwelling on it. Language models are digital Ouija boards. I like the metaphor because it offers multiple conflicting interpretations. How does a Ouija board work? The words appear. Where do they come from? It can be explained in physical terms. Or in metaphysical terms. Collective summing of psychomotor activity. Conduits to a non-corporeal facet of existence. Many caution against the Ouija board as a path to self-inflicted madness, others caution against the Ouija board as a vehicle to bring poorly understood inhuman forces into the world.
    • brookst 2 hours ago
      Ouija boards are just collective negotiation among people.
    • nekusar 1 hour ago
      There's 2 completely different ways to understand how a Ouija board works. Occult, and Scientific.

      Scientific: It's a combined response from everyone's collective unconscious blend of everyone participating. In other words, its a probabilistic result of an "answer" to the question everyone hears.

      Occult: If an entity is present, it's basically the unshielded response of that entity by collectively moving everyone's body the same way, as a form of a mild channel. Since Ouija doesn't specific to make a circle and request presence of a specific entity, there's a good chance of some being hostile. Or, you all get nothing at all, and basically garbage as part of the divination/communication.

      But comparing Ouija to LLMs? The LLM, with the same weights, with the same hyperparameters, and same questions will give the same answers. That is deterministic, at least in that narrow sense. An Ouija board is not deterministic, and cannot be tested in any meaningful scientific sense.

  • libraryofbabel 2 hours ago
    I have come to think “predict the next token” is not a useful way to explain how LLMs work to people unfamiliar with LLM training and internals. It’s technically correct, but at this point saying that and not talking about things like RLVR training and mechanistic interpretability is about as useful as framing talking with a person as “engaging with a human brain generating tokens” and ignoring psychology.

    At least AI-haters don’t seem to be talking about “stochastic parrots” quite so much now. Maybe they finally got the memo.

    • qsera 2 hours ago
      >“predict the next token” is not a useful way

      That is the exact thing to say because that is exactly what it does, despite how it does so.

      It is not useful to say it if you are an AI-shill though. You bought up AI-hater, so I think I am entitled to bring up AI-shills.

      • vasco 1 hour ago
        My neurons are also just passing electric signals back and forward and exchanging water and salts with the rest of my body.
        • qsera 1 hour ago
          > just passing electric signals back and forward

          Ok, feel free to call yourselves a toaster, I don't mind!

          • vasco 27 minutes ago
            What, reductionism only works when you do it?
            • qsera 11 minutes ago
              I didn't
    • dylan604 2 hours ago
      I think talking to people unfamiliar with LLM training using words like "RLVR training and mechanistic interpretability" is about as useful as a grave robber in a crematorium.
      • libraryofbabel 1 hour ago
        Obviously you don’t just say those words and leave it at that. Both those things can be explained in understandable terms. And even having a superficial sense of what they are gives people a better picture of what modern LLMs are all about than tired tropes from three years ago like “they’re just trained to predict the next token in the training data, therefore…”
    • Alex_L_Wood 1 hour ago
      “Stochastic parrots” only stopped because AI fanboys stopped screaming “AGI” and “it will replace everyone”. Maybe they finally got the memo?
    • goatlover 1 hour ago
      Must one be an "AI-hater" to use the term "stochastic parrot"? Which is probably in response to all the emergent AGI claims and pointless discussions about LLMs being conscious.
    • stephenr 2 hours ago
      > stochastic parrots

      I prefer to use the term "spicy autocomplete" myself.

    • measurablefunc 2 hours ago
      Sampling over a probability distribution is not as catchy as "stochastic parrot" but I have personally stopped telling believers that their imagined event horizon of transistor scale is not going to deliver them to their wished for automated utopia b/c one can not reason w/ people who did not reach their conclusions by reasoning.
    • imiric 1 hour ago
      Technical concepts can be broken down into ideas anyone can understand if they're interested. Token prediction is at the core of what these tools do, and is a good starting point for more complex topics.

      On the other hand, calling these tools "intelligent", capable of "reasoning" and "thought", is not only more confusing and can never be simplified, but dishonest and borderline gaslighting.

  • mrorigo 1 hour ago
    Attention is all you need.
  • pharrington 1 hour ago
    Why do the deliverables always take about 1 hour? Is this fully automated?
  • tsunamifury 1 hour ago
    I think it’s funny that at Google I invented and productized next word (and next action) predictor in Gmail and hangouts chat and I’ve never had a single person come to me and ask how this all works.

    To me LLMs are incredibly simple. Next word next sentence next paragraph and next answer are stacked attention layers which identify manifolds and run in reverse to then keep the attention head on track for next token. It’s pretty straight forward math and you can sit down and make a tiny LLM pretty easily on your home computer with a good sized bag of words and context

    To me it’s baffling everyone goes around saying constantly that not even Nobel prize winners know how this works it’s a huge mystery.

    Has anyone thought to ask the actual people like me and others who invented this?

    • booleandilemma 20 minutes ago
      A lot of people in tech thrive on the mystery and don't like explaining things in simple terms. It makes what they do seem more valuable if no one can understand what they're talking about. At the same time, being vague and mysterious can help hide someone's own misunderstandings. When you speak clearly you need to be accurate, because it's more obvious when you're wrong.
  • intended 1 hour ago
    The article talks about LLMs reviewing Econ papers.

    I’m hesitant to call this an outright win, though.

    Perhaps the review service the author is using is really good.

    Almost certainly the taste, expertise and experience of the author is doing unseen heavy lifting.

    I found that using prompts to do submission reviews for conferences tended to make my output worse, not better.

    Letting the LLM analyze submissions resulted in me disconnecting from the content. To the point I would forget submissions after I closed the tab.

    I ended up going back to doing things manually, using them as a sanity check.

    On the flip side, weaker submissions using generative tools became a nightmare, because you had to wade through paragraphs of fluff to realize there was no substantive point.

    It’s to the point that I dread reviewing.

    I am going to guess that this is relatively useful for experts, who will submit stronger submissions, than novices and journeymen, who will still make foundational errors.

  • WD-42 2 hours ago
    This is really hard to judge because by the looks of it, finance papers mostly consist of gobbledygook and extensive filler to begin with.
    • sp4cemoneky 2 hours ago
      This. Verbalism lands really well to verbalism.
    • cyanydeez 2 hours ago
      Economics is the attempt to take sociology and add numbers to make it look like a hard science. The fintechbros then seem to think because they can make numbers go up that this proof it's a hard science.
      • Tarq0n 2 hours ago
        That's entirely missing the point. "All models are wrong, but some are useful". You can test hypotheses and learn things even about chaotic or emergent systems.
        • friendzis 1 hour ago
          > You can test hypotheses and learn things even about chaotic or emergent systems.

          Ah yes, the famous "Cut GDP in half, abolish public schooling and use that as a control" experiment. Majority of economic "models" are entirely correlational without any mechanistic explanation whatsoever or an explanation so superficial that it contradicts either itself or observed reality.

          If you look deeper and read explanatory notes of economic laws, the model may refer some publications, but then the actual figures plugged in the model are explained as "these values have been observed to lead to the desired outcomes, therefore are set without any modeling or validation, hope for the best, lesssgoooo".

  • leptons 2 hours ago
    [flagged]
    • margalabargala 2 hours ago
      The article author claims AI was not used to write the article.

      Personally I believe them, considering the content of the article.

      • Doc-Bok 2 hours ago
        For what it's worth, my AI content blocker blocked the article.
        • alex_smart 2 hours ago
          It’s worth nothing, to the point it makes people wonder why you even volunteer that information.
        • st-keller 2 hours ago
          Happens a lot to highly reasonable, well written texts without orthographical errors.
        • qsi 2 hours ago
          Maybe because it quotes (at length) AI-generated output?
      • qsi 2 hours ago
        The article as written is entirely consistent with John Cochrane's style. I have been reading him off and on over the years so I think I have a decent baseline for comparison. It doesn't smell of AI to me.

        If anything, even the included quotes from Refine don't smell much of typical AI, but maybe I am less discerning there. I did notice the em-dashes though!

      • throw310822 2 hours ago
        We flew past the Turing test so brilliantly that now people have to try to convince interviewers that they're real.
  • bdhcuidbebe 2 hours ago
    [flagged]
  • themafia 2 hours ago
    > The comments it offered were on the par of the best comments I’ve received on a paper in my entire academic career.

    Sort of the lowest hanging fruit imaginable. Just because it became "fundamental" to the process doesn't mean it gained any quality.