now that i am... writing my own agentic LLM framework thing... because if you're going to have a shitposting IRC bot you may as well go completely overkill, i have Opinions on the state of the world.

openclaw, especially, seems to be hot garbage, actually, because i was able to teach my LLM (which i trained from scratch on the highest quality artisanal IRC logs, 2003 to present, so i can assure you it is not a very good LLM) to use tools in the context of my own framework quite easily.

first of all, when i began i was quite skeptical on commercial AI.

this exercise has only made me more skeptical, for a few reasons:

first: you actually can hit the "good enough" point for text prediction with very little data. 80GB of low-quality (but ethically sourced from $HOME/logs) training data yielded a bot that can compose english and french prose reasonably well. if i additionally trained it on a creative commons licensed source like a wikipedia dump, it would probably be *way* more than enough. i don't have the compute power to do that though.

second: reasoning models seem to largely be "mixture of experts" which are just more LLMs bolted on to each other. there's some cool consensus stuff going on, but that's all there is. this could possibly be considered a form of "thinking" in the framing of minsky's society of mind, but i don't think there is enough here that i would want to invest in companies doing this long term.

third: from my own experiences teaching my LLM how to use tools, i can tell you that claude code and openai codex are just chatbots with a really well-written system prompt backed by a "mixture of experts" model. it is like that one scene where neo unlocks god mode in the matrix, i see how all this bullshit works now. (there is still a lot i do not know about the specifics, but i'm a person who works on the fuzzy side of things so it does not matter).

fourth: i built my own LLM with a threadripper, some IRC logs gathered from various hard drives, a $10k GPU, a look at the qwen3 training scripts (i have Opinions on py3-transformers) and few days of training. it is pretty capable of generating plausible text. what is the big intellectual property asset that OpenAI has that the little guys can't duplicate? if i can do it in my condo, a startup can certainly compete with OpenAI.

given these things, I really just don't understand how it is justifiable for all of this AI stuff to be some double-digit % of global GDP.

if anything, i just have stronger conviction in that now.

@ariadne Having studied up a bit myself I can fill in a few pieces. Reasoning models just have been trained to chatter on in some kind of preamble that is intended to be hidden or de-emphasized in the UI, possibly wrapped in tags like <reasoning>blah blah blah</reasoning>, followed by a shorter answer. Mixture of experts is an orthogonal idea to structure the models so predictions can be run using only a in order to use less compute. Both ideas make models hard to train for different reasons.
@mirth sure, but the "thinking" ones do some consensus stuff to ensure it doesn't go off course
@ariadne Not at prediction time, they do another stage of training that works a bit differently but the resulting model is structurally identical to the input model. I think you're very right about the lack of defensibility though, if you wanted to catch up with the leading labs in a year or two you could probably do it with around $200M and the charisma to recruit the people who know how to do this stuff.
@mirth interesting. what I've built is a modular pipeline which takes language input, converts it into structured data, enriches that structured data with other relevant information, processes the final query into a plan (which is also structured data) and then uses that plan to formulate a response
@ariadne I'm not sure if there's a common name in the research but I think that kind of multi-step system that put the whole gloopy mess of linear algebra on some kind of rails is inevitably going to be necessary to make these things reliable. Even the smartest and most highly trained human specialists still rely on lookup tables and checklists and so forth to do their jobs.

@mirth @ariadne
What I'm worried about is that it turns out the market for software really doesn't care about reliability, because an app that barely works but is first to the market wins over a well-engineered app that arrives late.

It does seem like that's the case currently, but hopefully this is just the "fuck around" phase and a "find out" is coming.

@wolf480pl @mirth @ariadne Proprietary malware had already demonstrated this with their previous standards of quality.

Now they just have a convenient excuse to drop the pretense without feeling guilty about it.