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Tom Reed

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@mentalgeorge

Overton-truther

Co-host of 80,000hours podcast

Formerly
@GovAIOrg
@AISecurityInst
London Joined December 2012
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Tom Reed Verified account @mentalgeorge
What are the biggest take-aways from the METR rsi report?

1. Progress for Anthropic models on AECI-style benchmarks was twice as fast from Oct 2025 to Oct 2026 as it was in the 18-month period before. That benchmark progress speed has straightup doubled is in fact surprising.

2. Most of the METR staff involved believe that this 2x rate of progress is likely true of "well-specified tasks" in general. We don't know what they think the rate of progress on other sorts of tasks are.

3. Relevant METR staff believe - with substantial uncertainty - that most (~80%) of the **current** acceleration is due to Anthropic's use of AI in R&D. I definitely find this surprising.

(Notably, however, they think that, when in the acceleration begain in late-2025, it was in "large" part due to "non-AI factors". These could include things like data improvements, increased experimental compute, or something specific like overcoming particular infra or security challenges.)

We basically do not know how they came to this belief - ie, that this acceleration is now driven primarily by AI labour.

Clearly, they were able to rule out some other inputs with confidence, like training compute. We also know that they did "detailed analysis" of the growth rate in individual uplift that would be needed to explain acceleration, but this was redacted. Plausibly, they got some evidence that the individual uplift required was consistent with employee reports and other metrics.

We also know that they looked at metrics of algorithmic efficiency, model strength in pretraining and RL, and improvements to compute utilisation.

As a final caveat on this point, it's worth noting that "Anthropic's use of AI R&D" driving 80% of the acceleration doesn't necessarily mean that improved models are driving most of this acceleration. It seems plausible that at least some of this acceleration comes simply from a massively increased internal inference spend (which we separately know is for sure occurring).

4. METR encountered no evidence of bottlenecks to further acceleration. This is also surprising to me. Naively, you could have imagined they would encounter evidence that it would be hard for Anthropic do things like keep scaling data or compute proportionately.

That said, I'm unconvinced that this report provides all that much evidence about how much further away we are from something like "domain-general superintelligence". Turning faster growth in well-specified domains into rapid progress in superintelligence requires a bunch of modelling assumptions about
1. sample efficiency;
2. breakthroughs in continual learning;
3. generalisation; or
4. the simulation capabilities of models.

The report doesn't have info that can update us on any of the above, though METR will have seen some relevant data.

In discussions of this nature, you should always recall Sam Altman's description of GPT-4.5 as "ten times smarter" than GPT-4. No one - ever - talks about 4.5. It's a totally irrelevant model. There is some sense in which we should view debates about RSI birthing domain-general superintelligence in a similar light to earlier debates about scaling pretraining leading to "emergent" agentic capabilities. Intelligence remains more of a mystery than we would have ever guessed.

Further - and I wouldn't read too much into this - but it is interesting that a 2x acceleration in benchmark progress translated into no acceleration in revenue growth (which according to a quick Codex check was about 13x in both periods METR examine).

In any case, we now know with greater confidence that the rate at which models are getting better at tasks they are already good at is getting faster. It further seems plausible that much of this acceleration is itself due to improvements in the models, though some of it is likely due to Anthropic spending more on internal inference.

What we still don't know is how much models are accelerating in progress on non-AECI style tasks. It's possible we shouldn't make too much of this - note for instance that, as METR point out, there are some cases (eg Navier Stokers) where the benchmark-reality mapping cuts the *opposite* way, and models are **more** impressive than raw benchmark improvements would suggest.

Something that would have been really interesting to see would be comparative acceleration in productivity growth for non-engineer roles at Anthropic across the two time periods.

Either way: remember that the main reason to care about AIs accelerating “AI R&D” is that this AI R&D cashes out in increased capabilities for things other than “even better AI R&D”. At some point, you do want to solve "everything else", and not just keep "solving intelligence". Clearly, this *is* happening to some extent, but the new METR report doesn't update us much on this particular front.
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Tom Reed Verified account @mentalgeorge
Long-term, I think the argument that "the safest thing is for specifically us to be in the lead" just wont work. Even if its literally true!

It asks too much of those not at anthropic. maybe made sense in a low political awareness world - thats not the world we've ended up in
Sam McCandlish Verified account @Sam_McCandlish 3d
Fair question. The short answer is that the unredacted information would allow others to speed up their research, and we thought the safety implications were worse than the benefits of transparency.

Longer answer is that we think an embedded third-party evaluator model is the best way to navigate the trade-off. A third-party with lots of access and time can keep the public informed without requiring the information itself to be public. This still involves trust, but it’s trust in the evaluator rather than just trust in us. We’ve written more about how we see this working here: anthropic.com/news/an-update…
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Tom Reed Verified account @mentalgeorge
Going to be in DC all of next week - I haven't been since i was 15 years old, please reach out with tips for how to get the most out of the city and if you would like to get coffee, lunch, shisha, etc.
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Tom Reed Verified account @mentalgeorge
Anthropic estimate they will "imminently" meet their RSP threshold for "dramatically accelerating" AI R&D.

Under the current RSP, what would this require them to actually do?

- Finish moonshot R&D security projects (we got progress on one this morning! anthropic.com/research/prova…)

- Have "eyes on everything" for internal AI development, which appears to mean using AI to analyse logs of AI and human behaviour and "training processes or data that are out of line with the public Constitution" (seems hard).

- Perform "systematic alignment assessments" of claude's behaviour, "meaningfully incorporating" mech interp and red-teaming.

- Improve internal red-teaming of deployment safeguards to the point where it outperforms the collective abilities of bug bounty programmes.

- Publish risk reports on all the above that are externally reviewed.

**In addition** to these existing commitments, Anthropic is also considering updating the RSP to "require human review and approval of certain decisions". I'd be super interested in knowing what they consider the most important decisions to subject to human review are. Also notable that they seem to now believe that the above mitigations are insufficient, and some amount of human review will be needed.

More speculatively, but much more significantly, Appendix A of their RSP would further require Anthropic to "delay AI development and deployment" if it had "clear evidence" that no competitor would soon develop an AI R&D accelerating model of their own.

This delay in AI develompent would have to last until Anthropic had a "strong argument that catastrophic risk is contained" along the lines of its own ambitious industry-wide recommendations (or until Anthropic lost its lead). To give you a sense of what they think such a strong argument would require, Anthropic might need to do things like

- Achieve ~RAND SL-4 security

- Have a strong internal Usage Policy + compartmentalisation + monitoring preventing malicious insiders **up to and including the CEO** from causing catastrophic harm

- Produce "very high evidentiary standards" that AI models lack dangerous goals "or are otherwise unlikely to autonomously cause catastrophic harm".
www.anthropic.com Progress on provable inference for large language models Sharing progress on a powerful type of cryptographic proof known as a zkSNARK, which is uniquely fit for provable inference.
Theo Bearman Verified account @theobearman Nov 2
Anthropic updated its S1 this morning. Notable additions re automated AI R&D and human oversight of it:

"[...] our internal estimates and our expectations regarding future models, rather than our current models, indicate that we may imminently meet our Responsible Scaling Policy’s definition of 'dramatically accelerated progress attributable to AI.' We have not designated any of our current models as exceeding this threshold, and we continue to assess the underlying data. We are also evaluating the implications of meeting the AI research and development capability threshold and will release further reports in the future as we set forth in our Responsible Scaling Policy."

"We are also considering additional measures, including updates to our Responsible Scaling Policy, to require human review and approval of certain decisions in our research and development processes as our models perform an increasing share of that work."

"We believe our investments in safety techniques will enable us to manage these risks and responsibly realize substantially more leverage from Claude than we do today in developing AI models. However, we do not anticipate being able to safely use Claude to fully autonomously design and build successive generations of frontier models without meaningful human supervision or understanding, if and when that becomes technically possible. Accordingly, we are considering updates to our Responsible Scaling Policy to keep humans in control of frontier model development at Anthropic."

sec.gov/Archives/edgar…
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