OpenAI Just Changed The AGI Definition

OpenAI redefined AGI as an AI system generating at least $100 billion in profits, a shift that affects its Microsoft deal and raises questions about compute access and Sam Altman's control. The change hints at tensions with Microsoft and positions OpenAI for potential independence through an IPO.
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Something that recently occurred was that OpenAI have actually finally defined what AGI is. And this actually changes a lot of things for OpenAI and the AI industry because we're now getting to a concrete definition of what AGI is going to do and what it means for major companies moving forward. So you can see here that the information released this article where they talk about how Microsoft and OpenAI have a secret AGI definition. And this is because quite a while back we had Microsoft investors 10 billion in OpenAI due to them seeing the rapid growth of ChatGPT. So this of course made sense. Now, with that being said, they did this because of course $10 billion is a large amount of money that OpenAI needs and of course they need Microsoft's infrastructure. But this deal was really important because there was a really specific part of the deal that Microsoft OpenAI had, which meant that Microsoft would essentially only get access to pre AGI technology. Which means that the definition of AGI is something that is really important here. And so essentially OpenAI are now trying to make their company public and they're trying to make this deal a little bit different where they're going to be giving Microsoft access to equity instead of shares that entitle them to future profits. Now, of course, OpenAI recently, literally today we can see that they actually published something called why OpenAI Structure must evolve to advance our Mission. And they're saying a stronger nonprofit supported by the for profit success. And they're talking about how basically they are going into 20, 20, 25 and they want to make the nonprofit sustainable. So they're saying we learn to think of the mission as a continuous objective rather than just building any single system such as AGI. And it says that the world is moving out to build a new infrastructure of energy, land use chips, Data centers, data AI models and AI systems for the 21st century economy. We seek to evolve in order to take the next step in our mission, helping AGI, or in fact helping to build the AGI economy and ensuring it benefits humanity. So this is the first time I've actually heard that phrase. The AGI economy is of course a new phrase, but I'm guessing it just refers to the fact that when we look at the future economy, of course it's going to be largely built on top of the back of AGI. Now, of course OpenAI trying to go public is pretty difficult when we do take a look at the fact that individuals like Elon Musk are currently suing them. Now this is a big thing because when we do Take a look at the fact that Elon Musk is suing them. And it means it's going to be pretty hard for OpenAI to get this done when Elon Musk has filed this injunction. Now, this is crazy, because when we actually do take a look at what's going on here, you can see that when you're trying to progress as a company, these lawsuits are going to be really, really frustrating, because you have to understand that the market moves very quickly. And I'm pretty sure it would be a lot easier for OpenAI if they were a public company, because I'm sure their valuation would even be higher than it is now, which is at around $150 billion. I mean, if you have a bunch of people buying the stock in the company, that is going to be something that drives the valuation up even further. Now, what's crazy about all of this AGI stuff, where OpenAI are basically saying, look, we're now changing the definition of AGI. We're trying to make our company public. One of the craziest things that happened at OpenAI is the fact that Sam Altman has actually had some challenges between him and Microsoft. And he says, I won't pretend that there are no misalignments or challenges between us. I obviously there are some. And that's, of course, because of the fact that Microsoft is, I guess you could say, they're really controlling and they want to control AGI. But the reason that OpenAI are doing this is because they want to make sure that, yes, Microsoft helped them get to AGI, but of course, they don't want to have a situation where Microsoft controls the AGI technology and thus controls the world in some kind of, like, dictatorship way. Now, essentially, remember how I was talking about, there have been issues with Sam Altman and Microsoft, and they're like, you know, going back and forth, basically. This is actually, once again, due to the fact that Elon Musk has actually done some crazy things. So Elon Musk actually managed to freak out these other AI companies because he built a supercomputer that was so much bigger and faster than OpenAI and Meta. And he did this to the point where you can see that Sam Altman actually got into an argument with infrastructure executives at Microsoft, telling them that he was concerned XAI was moving faster than Microsoft. So he actually got into arguments with these people working at Microsoft saying, look, how on earth is Elon Musk moving faster than us? And this is something that created a bit of tension. And if you aren't familiar with why this is so important, it's because right now, compute is. I guess I don't want to say it's everything that you need, but it is a really important part of the AI stack for these companies. And when you're trying to get to AGI quicker, you have to understand that if you have a lot of chips, you're going to be able to get there faster, because you'll be able to train models faster, going to be able to iterate faster, and thus work out their mistakes. So this is something that OpenAI are like, Whoa, whoa, whoa. How on earth is Elon Musk even getting this stuff when he was two years behind us and he only started not that long ago? Now, when we actually take a look as well at Microsoft losing its grip, we can also see here that what's crazy is that OpenAI were like, look, we need more compute. We need more compute. But you can see that I've highlighted the part where it says that Microsoft had negotiated the right to block any arrangements OpenAI made with other cloud providers. So it would likely have to bless the deal before it moved forward. Which is frustrating for OpenAI because OpenAI want access to a lot of compute, but Microsoft are like, no, we're going to be the only people that provide you this compute, which is why they're stuck in that deal. Now, of course, remember, like I said before, Elon Musk is ramping up his GPU production. Recently, he tweeted that 200k GPUs are just the amuse boost, which is basically saying he's just getting warmed up. And when we actually look at the AGI definition, it means that the definition is, is actually going to be an automated system that can outperform most people at most economically valuable work. And that was the original definition that OpenAI gave, but recently they gave an updated definition, which is a little bit different. They said that, you know, we now have clarity. It says AGI has a very specific definition. The point where OpenAI develops AI systems that can generate at least $100 billion in profits. Now, this is a hefty, hefty number, but I think from the point of OpenAI, it makes sense, because OpenAI want access to Microsoft's infrastructure and, of course, their continued funding. But of course, they don't want Microsoft to have access to complete control of AGI so that it becomes, you know, some kind of dictatorship where Microsoft has complete control. OpenAI do want to, you know, retain control. And I think they're choosing an AI system that can generate $100 billion in profits. Because what they probably do want is they do want to have a situation where when Microsoft no longer has access to their AGI systems, they want to make sure that those AI systems can continue to generate money for many years to come. And I'm guessing that they're going to want some really autonomous systems that they can use to propel them forward without Microsoft's continued help. And that's why I think when we do take a look here, that you know, this original definition of most economically valuable work, this one is actually changing because of course right now in a few years, I think it's going to be able to do most economically valuable work like I do think AI is going to be able to do most economically valuable work. But the only problem is that, will that generate a profit? Do you know what I mean? Will that generate profit? And they're still going to need help up until that situation where they generate profit. Now you can see where the hundred billion revenue is going to be is apparently in 2029, which is, it's currently not 2025 just yet, but it is 2024. And in five years a lot of stuff could happen in AI. We've already seen what has happened with LLMs already. So I think in 2029 that is going to be a remarkable year because that is when the rains are going to be off OpenAI and they're going to be free to, I guess you could say, not control the market. But with them having AGI, I do wonder if by then maybe other companies are going to have caught up, maybe even gotten in front. We know Google is hot on the heels. So it's going to be super interesting to see how this AGI definition changes how OpenAI are going. And of course you can see by that time OpenAI are going to have a web browser, they're going to have the humanoid robots, they're going to have voice agents. I mean, it's going to be a pretty, pretty crazy time to be someone who is an OpenAI fan or someone that has OpenAI products. Because when we actually do look at the year 2029, I mean, honestly don't know what to expect, but I do know that it's going to be super interesting to see where these companies are. So the AGI definition thoroughly changing from most economically valuable work to a point where AI systems can generate at least $100 billion in profits. I do wonder if this is something where they're like, look, AI agents, all our AI agents must be able to generate $100 billion in profits autonomously, or we're able to use these Systems to generate $100 billion in profit. So I think it's going to be the latter, where they potentially have automated large parts of the economy. And essentially their systems are just so good, like the AI agents are just so good that they're managing to generate $100 billion in profits or more. And I think that this company, if they manage to get to that level, they're probably going to be one of the most valuable companies in the world, because trust me, guys, if they're able to automate parts of the economy, there's like no cap to what they can realistically earn because essentially all they're doing is simply replicating humans. And if you can replicate humans, you can make immeasurable profits. And of course, remember that Sam Altman said, my guess is that we will hit AGI sooner than most people in the world think, and it will matter much less. Now, I do wonder if that will be true or not when we do start to get the agentic era in 2025. But it will be interesting to see how these companies manage to change. We know that nothing has been smooth as of yet, but it will be interesting to see how these companies manage to change now that they have a new secret definition of AGI. $100 billion in profit is the goal, but I'm guessing that is just because OpenAI likely still needs help and it's quite likely they do want the momentum to continue. So that being said, if you do enjoy today's video, don't forget to leave a like, subscribe that good stuff and I'll see you in the next video.










