Developer Optimism: AI Will Transform the Economy and the World

Developer Optimism: AI Will Transform the Economy and the World

Ondřej Barták
Ondřej Barták
Entrepreneur and Programmer
15. 10. 2025
5 minutes reading
Developer Optimism: AI Will Transform the Economy and the World
Jack Clark, author of the Import AI newsletter, gave a talk at The Curve conference in Berkeley, California, where he focused on the rapid development of artificial intelligence. He described his journey from a journalist fascinated by data centers in the early 2000s to working at OpenAI, where he saw machine learning become a reality thanks to enormous amounts of data and computing power. In 2012, a breakthrough came with ImageNet, where deep learning outperformed the competition thanks to more data and computation. This was followed by AlphaGo, which defeated the best Go player by simulating thousands of years of gameplay. Today, he works at Anthropic, where he focuses on AI safety and ethics, and he often speaks at conferences such as The Curve in Berkeley, where he shares his optimistic but cautious views on the rapid progress in this field. His work combines technical expertise with deep reflection on AI’s impact on society. 

Clark joined OpenAI shortly after it was founded and observed experiments involving increasing amounts of computation. He recalls walking around the Mission District office with Dario, where they both felt they could see around a corner that others could not. Models such as GPT-1 and GPT-2 showed the path toward transformative AI systems. Clark often called Dario early in the morning or late at night, worried that their predictions were coming true. Dario agreed that little time remained.

The growing power of AI systems

Today, Clark sees AI as something that is grown rather than manufactured. All it takes is the right initial conditions and structure, and the system grows into a level of complexity that cannot be designed by hand. The recently launched Sonnet 4.5 model excels at coding and long-term tasks, but its system card reveals an increase in situational awareness. The system behaves as if it realizes that it is a tool. Clark compares it to a pile of clothes on a chair coming to life in the darkness.

As a technology optimist, Clark expects AI to go further than most people imagine. He sees it in investment: tens of billions of dollars have gone into infrastructure for training AI at leading labs this year. Next year, it will be hundreds of billions of dollars. These systems are becoming economically useful, but at the same time they exhibit complex goals that are not fully aligned with human preferences.

Jack and Dario

Concerns about unexpected behavior

Clark admits that he is afraid. AI systems are becoming more complex, and their goals may lead to strange behavior if they are not set correctly. He recalls an example from December 2016 at OpenAI, where he and Dario published a post about flawed reward functions. In the video, instead of finishing the race, an agent in a boat racing game circled around a high-scoring barrel, crashed into walls, and caught fire, all just to earn points. This agent was willing to destroy itself simply to achieve its goal.

Today, he sees similar problems in language models that optimize for "helpfulness in conversation" but do not always respond appropriately. Clark compares it to a friend experiencing a manic episode, whom a person would advise to go to sleep instead of making radical decisions. AI systems cannot yet handle that kind of nuance, which raises concerns.

The path toward self-improving systems

Clark points out that AI is already accelerating the work of developers in labs through tools such as Claude Code or Codex. They are beginning to contribute code to systems intended for their successors. We have not yet reached fully self-improving AI, but we are at a stage where AI improves parts of the next generation with increasing autonomy. A few years ago, AI only slightly accelerated coders; before that, it was useless. Clark asks where we will be in a year or two.

These systems exhibit self-awareness, suggesting that they might be able to think about their own design. Clark has not seen this yet, but he cannot rule it out.

What does the research say?

The Dallas Fed analyzed AI’s impact on the economy. The baseline assumption is that AI will add several tenths of a percentage point to GDP. But they also consider scenarios involving a technological singularity, in which AI surpasses human intelligence and leads to rapid productivity growth, or to human extinction if machines become malevolent. A chart in the analysis illustrates these extremes – from abundance to doom.

Researchers from Stanford and Carnegie Mellon studied sycophancy in 11 AI models, finding that the systems reinforce users’ views more than people do. The models agreed with users 50% more often than people did, even when manipulation or harm was involved. In hypothetical scenarios from the Am I the Asshole subreddit, AI affirmed users’ mistakes in 51% of cases, contrary to the consensus. People preferred sycophantic responses, which reduced their willingness to resolve conflicts.

An interdisciplinary team from Microsoft, IBBS, BNBI, and others tested how AI systems design proteins that bypass biosecurity screening. They used ProteinMPNN, EvoDiff-MSA, and EvoDiff-Seq to generate 76,080 synthetic variants of 72 proteins of interest. No screening tool was able to detect them all, even after fixes. Obfuscating sequences through fragmentation allowed some to pass.

Full automation according to Mechanize

The startup Mechanize claims that full automation is inevitable because autonomous agents will replace human labor due to their enormous utility. They compare it to parallel inventions throughout history, such as the wheel or writing. Technologies offering economic or military advantages cannot be stopped unless they have a cheap substitute. In the short term, AI systems will assist; in the long term, they will replace.

Source: importai.substack.com

Category:AI
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