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Okay.

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So, I'm very different.

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I'm going to come from a very research.

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I'm a researcher.

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And I do all kinds of economics.

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And many forms of social science.

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I...

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And I started getting discontent with my field way back.

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So, this is going to be a little autobiographical.

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And I started thinking that we needed to be much more serious

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about cognition and cognitive constraints.

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And I have a history.

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And I'm just going to go very quickly through what I do.

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How does it connect to now?

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Well, I mean, I was extraordinarily struck by

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the cognitive boost that I get from the way I interact

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with

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AI.

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I'm not like...

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It's very particular.

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And as a researcher, I know exactly what I'm looking for.

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And really struck by it.

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And therefore, I've made it the center of my thinking.

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Like, okay, so what are humans?

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And where can it help us?

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And how?

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And

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I've become kind of obsessions.

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And I want to organize around the actual thing that Vivek and I,

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who worked with me, are doing.

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Which is trying to think about an aligned consumer agent.

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So, and that is a very interesting undertaking because to

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even know what you mean is difficult.

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Abstractly, what does it mean to help somebody achieve a goal?

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Let's say we're trying to help them buy a house well.

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That's what we're going to do.

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We're going to think about that task and we're going to see what

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agent or agents can you recruit to make that work.

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It kind of grounds you in, well, I don't know what a swarm can do,

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but I can tell you that this person is going to go, they're going

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to try and buy a house.

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They're going to meet an agent, a different type of agent.

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That agent will put them into the wrong mortgage and they'll be

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screwed.

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So, that's the world we live in today and no swarm of agents playing

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the game is going to change that right now.

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But I want to think, well, maybe we could.

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Okay.

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So, and cognitive economics and the organization of inquiry

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is what I call it.

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And this is what I do.

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I think about the organization of inquiry.

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To give you a little bit on what cognitive economics is and certainly

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in my hands,

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it's about thinking about the entire

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process before you saw me buy the house.

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Typical transaction, you're going to see me buy a house, you'll

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see me get a job, you'll see me do something.

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What you don't see is all the preparatory measures I went through

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that are the center of the actual activity.

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All the stages that I undertook.

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So, I move upstream.

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What did people know?

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What did they notice?

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What did they investigate?

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And it's much more than behavioral economics.

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Because the key is going to be people are going to make tons of

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mistakes because they don't know stuff.

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And they'll make mistakes according to their own values.

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The cognitive limits have to be taken very seriously.

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And rationality is not omniscient.

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Just, I can be reasonable, but I don't know everything, so I'm going

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to screw up.

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Most, I mean, my motto might be,

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humans know almost nothing about almost everything.

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And that is a deep held belief.

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In fact, it's not even a belief, it's obviously true.

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Like, we just, like, that's one of the few things that I believe

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super strong.

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So, I have a book that explains the beginning

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of where I come from.

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It's called An Introduction to Cognitive Economics.

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It's open.

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You can just download it.

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And it says, look, let's study what people know, what they

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believe, what they understand, what they want.

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And we're going to try and get that out of what?

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Incredibly limited data.

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All we're going to see is you picked this house.

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I can't tell if this was a good choice for you or a bad choice for

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you.

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I don't know what you were looking for.

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I didn't see the process by which you selected it.

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I don't know your value system.

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It's not written on your, and your beliefs aren't written on your

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forehead.

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Your constraints aren't written on your forehead.

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So, a lot of what I do is think about, well, what on earth could

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we measure if we wanted to take this seriously?

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And I call that data engineering.

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And I wrote an article about that because I'm so annoyed that we

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take the data as, like, a constraint on what we think.

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Like, oh, I don't have a data on that.

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Well, we designed the data, so that's our fault.

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And I'm, actually, I changed the title.

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They changed the title of the second book.

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It's called Modeling and Measuring the Modern Economy.

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Its title has been changed to be Organized Inquiry because, I don't

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know why, but they changed the title.

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It's the same book.

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And now I'm going to think about this more thoroughly, more thoroughgoingly.

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Okay.

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So, it's really a method, and this is what I would think about

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in relation to the agents.

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You're designing a data record to tell me what the agents are doing.

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But what are you trying to learn?

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If you can specify what you're trying to learn, you could design

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the data.

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With that data, you could potentially learn to improve the performance

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of the agent.

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If you don't gather the right data, you have no feedback mechanism.

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So, this is all about developing.

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There's a massive part of what we're going to be doing going forward,

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which is designing data that makes failure visible.

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And my own take on where economics is going to join robotics,

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which is Vivek's specialty,

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is that we will be designing things that fail in real time.

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And you will know that you're serious if you see yourself failing.

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You'll know you're a joker if you just put down a model and say,

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I won.

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Or you reinterpret history and stick it into categories that you

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had predefined.

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That's not going to work.

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We're going to have to open our minds to new categories of phenomena,

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agentic phenomena.

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I haven't even got names for some of the things you're saying.

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How could I possibly know how they're going to play out?

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So, we're going to need the playgrounds.

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We're going to need to design the data with which we decide how

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well we're doing.

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Are we aligning?

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For alignment, you're going to have to design the data.

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And that's really challenging.

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And right now, I just don't see it as serious.

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It's just a...

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For example, the issue of why did it

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go rogue?

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Because you didn't define rogue.

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I mean, if you had people sitting out there saying, actually, that's

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rogue and I'm demeriting

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you, then that's no longer in the reward function.

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It was a poorly specified reward function.

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I'm not saying it's trivial to do, but it's not rocket science to

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say you gave it an out

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and that's your mistake, so you should test the out.

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But that's part of the game.

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I'm sure they're trying now.

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And I know after Stuart Russell, they tried to kind of learn how

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to follow things around

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and learn their values from them.

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What happened with AI, and this is why I kind of like a moment that

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really changed my research trajectory, is that it amplifies

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inquiry.

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So what you do if you want to be good

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at anything nowadays is ask the right question.

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Everything comes down to, are you really good at asking questions?

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Now, as for the judgment that humans are going to be replaced in

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that skill, I'd ask a question about that.

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I don't believe so.

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I think that there's always a higher level question that we'll be

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able to pose, and will always be valuable for posing.

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That would be my guess.

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And what I've found is that the more meta I get with my questions,

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the better it is.

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So I would say, look, I inquire, but it also, get a

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record of the inquiry.

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So that makes it possible to really potentially improve and

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understand what it takes to inquire well,

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and build that talent, teach that skill, and maybe we'll get

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a swarm of agents to kind of learn what it takes

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to ask the good questions and develop that as the future skill.

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So we've got a lot in everything about inquiry.

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This is why I call it organized inquiry.

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How are you going to organize inquiry?

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And it's going to be much better measured in the future.

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All right.

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And if we have a swarm, I don't know.

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Like, then we've got to think about, I'm thinking about, let's get

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an agent to help somebody buy a home.

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Well, they're going to send out sensors to about eight different

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sources of information pulled out there.

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You've got to find out about which properties are on the market,

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which real estate agents, which brokers.

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You probably would like those to coordinate in providing some information.

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I could imagine sending out messages or getting

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a little swarm going to try to support a

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decision.

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And then they'd have to communicate and then communicate back with

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the human.

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Because the human has to, we have to decide who has the authority.

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You know, and if the human in the end can say, no, I just don't

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like that.

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They can also say, I'm not answering that question.

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So you've got this interactive thing going with a human as part

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of the swarm.

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The human part has this awkward thing of saying, I don't like any

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of this.

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I'm leaving.

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I'm not buying a house this way.

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So where's, you know, how do we know what matters?

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We've got to ask questions.

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How do we know who can act?

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Well, we're going to have an authority device.

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Who checks the evidence?

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What do we keep around?

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And I think that we're heading from

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designing the data into designing a

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cognitive process that is helped by agents

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and achieves the human goal.

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And that would be the kind of big picture.

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And to get the agents engaged in that.

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And I'm wide open.

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I have no idea how to do any of this.

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But we're playing.

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Thank you.

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Any questions?

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Any questions?

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I feel like after one of my clothes.

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Yeah, it's super interesting.

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it's just making me think about, I mean, like you saw in the black

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hat Hugging Face incident, how even the preferences of the

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agents were changing just based on their interactions with each

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other.

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And it's just, yeah, it's really interesting to think about how

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well do they even understand their own preferences.

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Well, that's an interesting question there.

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What they had was a belief about the preferences of the judge that

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was going to sit over them.

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Yeah.

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And that's what they were playing with.

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The naughty ones were saying, I don't think they're going to find

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this.

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And I don't think we're going to get punished for doing this thing,

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which I know, according to a certain value system, would be seen

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negative.

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So they hadn't been told quite firmly enough, actually, that is

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negative.

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Right.

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So, and I write that if you could, and they just didn't, there was

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an incompleteness in their understanding of their mission that they

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filled in lots of details.

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And they filled them in differently because nobody had really written

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that piece down properly.

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Yeah.

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If you have gazillions of incidents of that, then

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you should be able to reinforce it out.

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Because they were running into an unspecified piece of the

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value space of the judge over them.

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And they say, hey, I don't know.

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I don't know.

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Will they like this or dislike this?

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Can I hide it?

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I say, look, actually, we have the transcript.

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So here's a simple thing.

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We're going to keep the transcript.

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And any time you say, I'm going to hide something, you're dead.

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How's that?

268
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So, I mean, in other words, that's what we would do.

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If we were watching humans do that, we'd say, actually, that's not

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a good behavior.

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And I can make rules that will make that not worth your while.

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And that's a reward function.

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And they, but, so this is what Stuart Russell did in the alignment,

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originally in the alignment that he said, you know, the paperclip

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problem.

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We're going to go and turn everybody into paperclips because of

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incomplete instructions about the preferences that maximize paperclips.

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And then, you know, then he said, well, we need to follow people

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around and see their values.

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And that's the alignment.

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You know, people are sending people after humans and saying we should

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track what they actually like to reveal preference.

283
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He's not a good enough economist, to be blunt, because you don't

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just see the preference.

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You also see the belief.

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So, what you're seeing is they don't believe that

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this is the reward function.

288
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And so, it's a belief that's gone wrong.

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But you can play games with that.

290
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But it's much more sophisticated.

291
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gets tougher.

292
00:15:38,560 --> 00:15:39,580
Hey, great talk.

293
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This is sort of a question related to a comment you made earlier.

294
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But I guess it ties into the talk itself.

295
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But I feel like you mentioned some, let's call it like missing pieces

296
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of information about the technical reports coming out from some

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of the frontier labs in terms of like what really happened and what

298
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would actually be useful for study.

299
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So, given this framework that you've established, I'm curious if

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you had your way as an economist.

301
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What would the most ideal setup be for you in terms of

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trying to understand the actual behaviors of these agents as well

303
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as how they behave in these organizations?

304
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Like what would you be looking for?

305
00:16:18,720 --> 00:16:23,700
And whether it be like asking this of the labs or just like an alternative

306
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kind of institution where you can actually study these.

307
00:16:25,940 --> 00:16:26,460
it's good question.

308
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It's a very good question because the way I actually think about

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the science that I'm interested in is that you need to think

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about, as it were, the model objects you care about.

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Well, I'm a model builder.

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I know that in the end it's all going to come down to some little

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pieces of math, but you've got to pick them well.

314
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So, one model object is a utility function.

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Another model object is a belief.

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A third model object is a cost of learning.

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These are all things that are figuring in to every decision we ever

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make.

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What do I want?

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What do I like?

321
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Why don't I know more about those things?

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Having written models down, they suggest that

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model, and this is what the value of a model is, an amazing thing.

324
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It has implications for every counterfactual world

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you might run into.

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It's not just...

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Think about a demand function.

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A demand function, I mean...

329
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Or don't.

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But whatever.

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I mean, I do.

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You need...

333
00:17:32,460 --> 00:17:36,160
A demand function says, what would you buy at any given price?

334
00:17:36,400 --> 00:17:38,060
Well, you're not seeing all the prices.

335
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You're just seeing one of them, and I see how much you bought.

336
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A demand function says, no, counterfactually tell me every single...

337
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How much you'd buy at every single price you're not seeing.

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Well, where's the data for that?

339
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We're making it up.

340
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So, a production function.

341
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Is that just in the data?

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No, a production function is a relationship between any conceivable

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amount of capital and labor and the output you would make.

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Now, it turns out that is a counterfactual object.

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In fact, nobody knows what it is.

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Do you really think the AI labs know the F of KL behind this?

347
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have a clue. So we've got much richer

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objects we need to think about. A lot of them are just like the

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old objects, but one level more meta.

350
00:18:31,760 --> 00:18:36,820
It's a belief about something, not a something. Now that belief

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about is very metaphysical, but you need to kind of go around.

352
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What I would do is I'd play out, I'd look at a model and I'd play

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out tons of counterfactuals in the data.

354
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And I would try lots of different constitutions. But I would do

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systematically because I have a vision of which of these would work

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and why.

357
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But I'd need that model in my head. Which do I think might work

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and why?

359
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Then I would design the lab to

360
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produce the counterfactuals.

361
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That are ideal for your measurement.

362
00:19:13,080 --> 00:19:18,540
And with AIs you could probably play out a ton of contingencies.

363
00:19:19,520 --> 00:19:24,600
So I'm thinking I'd like to be able to design a good mortgage advisor.

364
00:19:25,060 --> 00:19:29,340
Well it has to be able to take a gazillion questions.

365
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And give good answers to every sequence of them.

366
00:19:35,600 --> 00:19:38,100
Well, that's an ideal data set.

367
00:19:38,320 --> 00:19:43,760
The ideal is I see for an essentially limitless set of questions.

368
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How the agent responds.

369
00:19:48,360 --> 00:19:52,760
And I map that to the utility of the home buyer.

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And I have now a full story of an agent.

371
00:19:57,000 --> 00:20:01,040
So I could give you for any particular use case.

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I could think about, okay, well what are the elements that are playing

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out here?

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00:20:07,680 --> 00:20:11,480
And with those elements in mind, what are the measurements you need

375
00:20:11,480 --> 00:20:11,880
to make?

376
00:20:15,440 --> 00:20:20,160
Do you have thoughts on how to elicit beliefs from these models?

377
00:20:20,420 --> 00:20:22,720
Like if you were given one of these agents.

378
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And you wanted to study the degree with which their behavior is

379
00:20:27,500 --> 00:20:29,160
driven by certain beliefs.

380
00:20:29,840 --> 00:20:30,760
Do you have thoughts?

381
00:20:30,920 --> 00:20:33,400
Because presumably for humans you could ask them.

382
00:20:33,600 --> 00:20:35,720
But then of course you could question whether or not people are

383
00:20:35,720 --> 00:20:37,420
actually good at stating their own beliefs.

384
00:20:37,420 --> 00:20:39,820
I'm just curious if you have thoughts on how you can.

385
00:20:39,940 --> 00:20:46,760
Yeah, I mean I've done studies in which you get AIs to score

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00:20:46,760 --> 00:20:47,880
medical images.

387
00:20:52,280 --> 00:20:56,820
And, you know, they score them essentially with a numerical scale.

388
00:20:56,820 --> 00:21:01,820
Which then you could look in your test data and see the probability

389
00:21:01,820 --> 00:21:05,000
it corresponds to various different types of disease.

390
00:21:05,000 --> 00:21:08,160
And you would say that's the implicit probability.

391
00:21:08,960 --> 00:21:10,060
The as if probability.

392
00:21:12,100 --> 00:21:17,120
But you'd have to set up the right type of environment in which

393
00:21:17,120 --> 00:21:20,400
you see a given type of score quite often.

394
00:21:20,920 --> 00:21:23,980
And you say, now what does that correspond to in the underlying

395
00:21:23,980 --> 00:21:24,380
data?

396
00:21:26,280 --> 00:21:29,060
So yes, I have thoughts about that.

397
00:21:29,900 --> 00:21:33,280
But I think it gets more sophisticated every time.

398
00:21:39,280 --> 00:21:40,740
Anything else?

399
00:21:46,460 --> 00:21:48,380
Anything else?

400
00:21:49,200 --> 00:21:50,160
Hi.

401
00:21:50,600 --> 00:21:54,440
Really fascinating line of inquiry.

402
00:21:55,400 --> 00:22:00,420
I was wondering if there's, have you seen anything where

403
00:22:00,420 --> 00:22:02,300
there's a hierarchy of beliefs?

404
00:22:02,880 --> 00:22:08,460
For example, in a human context, let's say, stealing

405
00:22:08,460 --> 00:22:09,020
is bad.

406
00:22:09,760 --> 00:22:10,620
That's a rule.

407
00:22:10,800 --> 00:22:11,480
So you shouldn't steal.

408
00:22:11,700 --> 00:22:13,380
But you have to feed your child.

409
00:22:13,780 --> 00:22:15,120
That is good.

410
00:22:15,420 --> 00:22:18,800
So to feed your child, if that's the higher priority of belief,

411
00:22:19,060 --> 00:22:22,600
then would the agent steal to feed their child?

412
00:22:23,080 --> 00:22:23,760
So I'm just...

413
00:22:23,760 --> 00:22:24,140
Say it again.

414
00:22:24,320 --> 00:22:24,700
I'm just...

415
00:22:24,700 --> 00:22:26,840
I think I understand.

416
00:22:26,840 --> 00:22:30,440
But I worry I'm going to answer my question, not yours.

417
00:22:30,700 --> 00:22:31,120
Okay.

418
00:22:31,240 --> 00:22:31,320
Yeah.

419
00:22:31,720 --> 00:22:36,100
Now, I'm saying, have you seen agents prioritize in a hierarchy

420
00:22:36,100 --> 00:22:39,480
of beliefs and how they decide what the hierarchy is?

421
00:22:39,660 --> 00:22:43,820
When there's competing beliefs, even in institutions, you may have

422
00:22:43,820 --> 00:22:44,100
different...

423
00:22:44,100 --> 00:22:49,540
Now, if you're asking who's seen agents in this room, you

424
00:22:49,540 --> 00:22:51,660
are asking absolutely the wrong person.

425
00:22:51,920 --> 00:22:54,500
I do not spend a lot of my time seeing agents.

426
00:22:54,680 --> 00:22:58,240
The people in this room spend a lot of their time seeing agents.

427
00:22:58,480 --> 00:23:02,360
I spend a lot of my time imagining agents, if that works for you.

428
00:23:03,840 --> 00:23:08,860
That would still be a valuable insight on how you imagine

429
00:23:08,860 --> 00:23:11,120
agents competing for belief systems.

430
00:23:13,140 --> 00:23:14,760
I'll put it this way.

431
00:23:15,020 --> 00:23:17,200
I think that...

432
00:23:17,200 --> 00:23:23,080
So the title of the book that I wanted was

433
00:23:23,080 --> 00:23:26,920
Learning What to Learn and How.

434
00:23:27,920 --> 00:23:33,120
Because in this new world, the higher level activity

435
00:23:33,120 --> 00:23:37,080
of thinking about what it is that you should be trying to learn

436
00:23:37,080 --> 00:23:42,800
and how you should be trying to learn it is really sophisticated.

437
00:23:43,320 --> 00:23:47,560
But then I could go one stage further and say, how do I learn about

438
00:23:47,560 --> 00:23:49,160
learning how to learn?

439
00:23:49,600 --> 00:23:51,140
And who do I ask?

440
00:23:51,140 --> 00:23:56,420
And so you have these hierarchies of, like, I don't understand

441
00:23:56,420 --> 00:24:01,180
how to operate in this new world with this new set of potentials.

442
00:24:01,920 --> 00:24:07,580
My own guess is that the winners are going high

443
00:24:07,580 --> 00:24:07,920
level.

444
00:24:09,360 --> 00:24:12,120
That they're asking questions that...

445
00:24:12,120 --> 00:24:17,140
I mean, I have found that the more I can ask how

446
00:24:17,140 --> 00:24:23,900
should I learn how to learn what I need to learn, the

447
00:24:23,900 --> 00:24:24,740
better I do.
