/AI12h ago

Extropic founder Gill Verdon argues AI learning is computationally irreducible and bound by physical thermodynamic limits

Story Overview

Gill Verdon of Extropic pushes back on the idea that AI can keep getting smarter mainly by writing better code or running more of it, insisting instead that learning itself is computationally irreducible and collides with thermodynamic realities that no amount of clever software can fully bypass.

1234256.4K
Original post
Gill Verdon@GillVerd#1005inAI

AI research itself is computationally irreducible and your rate of learning is bound by thermodynamics

Rohan Pandey@khoomeik

yes deep learning research has a ton of headroom for RSI to discover, but our field is highly empirical!

AI certainly accelerates research progress, but takeoff seems constrained by research compute alloc

1:59 AM · Jun 9, 2026 · 5.8K Views
Open Question

Whether pure software gains can still deliver big leaps remains unsettled

The linked report explores how automated AI research might still spark rapid progress even with modest compute growth, yet replies in the thread treat the extreme software-only acceleration case as plausible but far from certain.

Hardware Angle

Physical hardware bets now look more central to the timeline

Verdon's stance lines up with Extropic's work on thermodynamic chips, but the exchange offers no new measurements to quantify how soon or how hard those physical bounds would actually slow recursive improvement.

Sentiment
Sentiment building, check back later.
Cluster Engagement
Posts from X
Most Activity
Most Activity
VIEWS132
Ege Erdil@EgeErdil2

@TomDavidsonX @tszzl @MatthewJBar i also think we don't really disagree as much as you're making it sound. i think i'm just more bearish than you on priors but it's not a huge gap based on the final sentence in the post

Ege Erdil@EgeErdil2

@TomDavidsonX @tszzl @MatthewJBar i don't share the intuition that progress would be > 10x faster if only we had lots of superintelligences

so i think you're just pushing the actual argument to this number which is isomorphic to the original discussion and doesn't resolve anything

11hViews 132Likes 0Bookmarks 0
BOOKMARKS1RETWEETS1
Tom Davidson@TomDavidsonX

It's not just an intuition. The post argues for it. And see Ryan's comment as well.

Also see the arguments for the "one time speed up" parameter here: https://www.forethought.org/research/how-quick-and-big-would-a-software-intelligence-explosion-be

Two quick arguments: 1. If a frontier ai company had to replace it's staff with 10X fewer researchers, who were 1 SD less good at research and thought 10X slower... then progress would go way slower. So if they do the opposite, progress should speed up. 2. Suppose compute is really a bottleneck after AI R&D automation. Then hold everything fixed but add 1 OOM of extra compute to the world at that point. Now Ai progress will be 10X faster... But how do you know we're not already in the world with enough compute to go 10X faster? (Or 100X)

11hViews 46Likes 2Bookmarks 1
LIKES2
Ege Erdil@EgeErdil2

@TomDavidsonX @tszzl @MatthewJBar maybe you think there's a 20% chance that goes on for 10 months, i think there's a 10% chance it goes on for 3-4 months and 5% chance it goes on for 10 months

Ege Erdil@EgeErdil2

@TomDavidsonX @tszzl @MatthewJBar again want to emphasize that i don't think we disagree as much as you're making it sound

10hViews 50Likes 2Bookmarks 0
REPLIES2
Ege Erdil@EgeErdil2

@TomDavidsonX @tszzl @MatthewJBar (2) is also wrong. you won't get 10x faster progress with 1 OOM more compute. if the world had 10x the number of people and 10x the amount of compute now, we wouldn't be making 10x faster progress

Ege Erdil@EgeErdil2

@TomDavidsonX @tszzl @MatthewJBar (1) is a flawed argument because it assumes they wouldn't be hiring up to the point where compute and human labor would be similar bottlenecks.

this obviously means you can't apply this symmetry argument because there's a reason to think current ratios are close to optimal

10hViews 50Likes 0Bookmarks 0
Ege Erdil@EgeErdil2

@TomDavidsonX @tszzl @MatthewJBar i don't share the intuition that progress would be > 10x faster if only we had lots of superintelligences

so i think you're just pushing the actual argument to this number which is isomorphic to the original discussion and doesn't resolve anything

Tom Davidson@TomDavidsonX

@EgeErdil2 @tszzl @MatthewJBar What do @EgeErdil2 and @MatthewJBar think of the arguments against bottlenecks here: https://www.lesswrong.com/posts/XDF6ovePBJf6hsxGj/will-compute-bottlenecks-prevent-a-software-intelligence-1

You often point out that compute *could* be a bottleneck but I haven't seen you engage in the strongest arguments against this

11hViews 89Likes 0Bookmarks 0
Ege Erdil@EgeErdil2

@TomDavidsonX @tszzl @MatthewJBar (1) is a flawed argument because it assumes they wouldn't be hiring up to the point where compute and human labor would be similar bottlenecks.

this obviously means you can't apply this symmetry argument because there's a reason to think current ratios are close to optimal

Tom Davidson@TomDavidsonX

It's not just an intuition. The post argues for it. And see Ryan's comment as well.

Also see the arguments for the "one time speed up" parameter here: https://www.forethought.org/research/how-quick-and-big-would-a-software-intelligence-explosion-be

Two quick arguments: 1. If a frontier ai company had to replace it's staff with 10X fewer researchers, who were 1 SD less good at research and thought 10X slower... then progress would go way slower. So if they do the opposite, progress should speed up. 2. Suppose compute is really a bottleneck after AI R&D automation. Then hold everything fixed but add 1 OOM of extra compute to the world at that point. Now Ai progress will be 10X faster... But how do you know we're not already in the world with enough compute to go 10X faster? (Or 100X)

11hViews 44Likes 0Bookmarks 0
Ege Erdil@EgeErdil2

@TomDavidsonX @tszzl @MatthewJBar again want to emphasize that i don't think we disagree as much as you're making it sound

Ege Erdil@EgeErdil2

@TomDavidsonX @tszzl @MatthewJBar i also think we don't really disagree as much as you're making it sound. i think i'm just more bearish than you on priors but it's not a huge gap based on the final sentence in the post

10hViews 77Likes 0Bookmarks 0
Ege Erdil@EgeErdil2

@TomDavidsonX @tszzl @MatthewJBar (the above image is from smth i wrote last year)

so if you take that literally and think current progress rates are ~ 3x/yr, i'm saying we can get ~ 3x/month for several months in a row with 10% chance

Ege Erdil@EgeErdil2

@TomDavidsonX @tszzl @MatthewJBar i also think we don't really disagree as much as you're making it sound. i think i'm just more bearish than you on priors but it's not a huge gap based on the final sentence in the post

11hViews 25Likes 1Bookmarks 0
Matt Schwartz@matt_is_nice

@GillVerd How close is current AI research rate to theoretical limit?

9hViews 9