Michael Chenchard > Recent Status Updates

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Michael Chenchard
Michael Chenchard is 38% done with The Phantom Tollbooth
“Everything is so confusing and all your words only make things worse”
Sep 03, 2025 07:45PM Add a comment
The Phantom Tollbooth

Michael Chenchard
Michael Chenchard is finished with Situational Awareness: The Decade Ahead
These are great and honorable people. But they are just people. Soon, the AIs will be running the world, but we’re in for
one last rodeo. May their final stewardship bring honor to
mankind.
Sep 01, 2025 07:41PM Add a comment
Situational Awareness: The Decade Ahead

Michael Chenchard
Michael Chenchard is on page 150 of 165 of Situational Awareness: The Decade Ahead
In particular, we may want to “spend some of our lead”
to have time to solve safety challenges, but Western labs will
need to coordinate to do so. (And of course, private labs will
have already had their AGI weights stolen, so their safety pre-
situational awareness 151
cautions won’t even matter; we’ll be at the mercy of the CCP’s
and North Korea’s safety precautions.)
Sep 01, 2025 07:24PM Add a comment
Situational Awareness: The Decade Ahead

Michael Chenchard
Michael Chenchard is on page 147 of 165 of Situational Awareness: The Decade Ahead
its funny when he says "random nonprofit board" like why not just say OpenAI lol
Sep 01, 2025 07:14PM Add a comment
Situational Awareness: The Decade Ahead

Michael Chenchard
Michael Chenchard is on page 142 of 165 of Situational Awareness: The Decade Ahead
It is a delusion of those who have unconsciously internalized
our brief respite from history that this will not summon more
primordial forces. Like many scientists before us, the great
minds of San Francisco hope that they can control the destiny
of the demon they are birthing. Right now, they still can; for
they are among the few with situational awareness, who understand what they are building.
Sep 01, 2025 07:00PM Add a comment
Situational Awareness: The Decade Ahead

Michael Chenchard
Michael Chenchard is on page 140 of 165 of Situational Awareness: The Decade Ahead
There’s already an eerie convergence of AGI timelines (~2027?)
and Taiwan watchers’ Taiwan invasion timelines (China ready
to invade Taiwan by 2027?)—a convergence that will surely
only heighten as the world wakes up to AGI. (Imagine if in
1960, the vast majority of the world’s uranium deposits were
somehow concentrated in Berlin.)
Sep 01, 2025 06:57PM Add a comment
Situational Awareness: The Decade Ahead

Michael Chenchard
Michael Chenchard is on page 140 of 165 of Situational Awareness: The Decade Ahead
America’s lead on AGI won’t secure peace and freedom by just
building the best AI girlfriend apps. It’s not pretty—but we
must build AI for American defense.
Sep 01, 2025 06:56PM Add a comment
Situational Awareness: The Decade Ahead

Michael Chenchard
Michael Chenchard is on page 137 of 165 of Situational Awareness: The Decade Ahead
Some hope for some sort of international treaty on safety. This
seems fanciful to me. (How have those climate treaties
gone? That seems like a dramatically easier problem compared
to this.)
Sep 01, 2025 06:50PM Add a comment
Situational Awareness: The Decade Ahead

Michael Chenchard
Michael Chenchard is on page 133 of 165 of Situational Awareness: The Decade Ahead
To date, US tech companies have made a much bigger bet on
AI and scaling than any Chinese efforts; consequently, we are
well ahead. But counting out China now is a bit like counting out Google in the AI race when ChatGPT came out in late
2022. Google hadn’t yet focused their efforts in an intense AI
bet, and it looked as though OpenAI was far ahead—but
Sep 01, 2025 06:38PM Add a comment
Situational Awareness: The Decade Ahead

Michael Chenchard
Michael Chenchard is on page 132 of 165 of Situational Awareness: The Decade Ahead
But if there’s one thing China can do better than the US
it’s building stuff.
Sep 01, 2025 06:36PM Add a comment
Situational Awareness: The Decade Ahead

Michael Chenchard
Michael Chenchard is on page 125 of 165 of Situational Awareness: The Decade Ahead
We’re not on track for superdefense, for
an airgapped cluster or any of that; I’m not sure we would
even realize if a model self-exfiltrated.
Sep 01, 2025 04:01PM Add a comment
Situational Awareness: The Decade Ahead

Michael Chenchard
Michael Chenchard is on page 120 of 165 of Situational Awareness: The Decade Ahead
For example, if we deliberately plant backdoors
or misalignments into models, would our safety training would
have caught and gotten rid of them? (Early work suggests that
“sleeper agents” can survive through safety training, for example.)
Sep 01, 2025 03:43PM Add a comment
Situational Awareness: The Decade Ahead

Michael Chenchard
Michael Chenchard is on page 106 of 165 of Situational Awareness: The Decade Ahead
If we do rapidly
transition from from AGI to superintelligence,

typo
Sep 01, 2025 02:18PM Add a comment
Situational Awareness: The Decade Ahead

Michael Chenchard
Michael Chenchard is on page 103 of 165 of Situational Awareness: The Decade Ahead
the story of Szilard, Fermi and Bothe is amazing.
Sep 01, 2025 02:13PM Add a comment
Situational Awareness: The Decade Ahead

Michael Chenchard
Michael Chenchard is on page 96 of 165 of Situational Awareness: The Decade Ahead
I sometimes joke that AI lab algorithmic advances are not shared with
the American research community, but
they are being shared with the Chinese
research community!
Sep 01, 2025 01:33PM Add a comment
Situational Awareness: The Decade Ahead

Michael Chenchard
Michael Chenchard is on page 94 of 165 of Situational Awareness: The Decade Ahead
Google DeepMind Frontier Safety Framework outlines security levels 0, 1, 2, 3, and 4 (~1.5 being what you’d
need to defend against well-resourced terrorist groups or cybercriminals, 3 being what you’d need to defend against the
North Koreas of the world, and 4 being what you’d need to
have even a shot of defending against priority efforts by the
most capable state actors).72 They admit to being at level 0.
Sep 01, 2025 01:21PM Add a comment
Situational Awareness: The Decade Ahead

Michael Chenchard
Michael Chenchard is on page 92 of 165 of Situational Awareness: The Decade Ahead
Too many smart people underrate espionage.
Sep 01, 2025 01:13PM Add a comment
Situational Awareness: The Decade Ahead

Michael Chenchard
Michael Chenchard is on page 90 of 165 of Situational Awareness: The Decade Ahead
AGI-level
security for algorithmic secrets is necessary years before AGI level security for weights.
Sep 01, 2025 01:09PM Add a comment
Situational Awareness: The Decade Ahead

Michael Chenchard
Michael Chenchard is on page 87 of 165 of Situational Awareness: The Decade Ahead
If American business is unshackled, America can build like none other (at least in red states).
Sep 01, 2025 01:02PM Add a comment
Situational Awareness: The Decade Ahead

Michael Chenchard
Michael Chenchard is on page 87 of 165 of Situational Awareness: The Decade Ahead
America sorely regretted her energy dependence on the Middle
East in the 70s, and we worked so hard to get out from under
their thumbs. We cannot make the same mistake again.
The clusters can be built in the US, and we have to get our act
together to make sure it happens in the US.
Sep 01, 2025 01:01PM Add a comment
Situational Awareness: The Decade Ahead

Michael Chenchard
Michael Chenchard is on page 87 of 165 of Situational Awareness: The Decade Ahead
If
having chip production abroad is like having uranium deposits
abroad, having the AGI datacenter abroad is like having the
literal nukes be built and stored abroad.
Sep 01, 2025 12:59PM Add a comment
Situational Awareness: The Decade Ahead

Michael Chenchard
Michael Chenchard is on page 85 of 165 of Situational Awareness: The Decade Ahead
Permitting, utility regulation, FERC regulation
of transmission lines, and NEPA environmental review makes
things that should take a few years take a decade or more. We
don’t have that kind of time.
We’re going to drive the AGI datacenters to the Middle East,
under the thumb of brutal, capricious autocrats. I’d prefer
clean energy too—but this is simply too important for US national security.
Sep 01, 2025 12:52PM Add a comment
Situational Awareness: The Decade Ahead

Michael Chenchard
Michael Chenchard is on page 78 of 165 of Situational Awareness: The Decade Ahead
Overall investment is likely to be much larger still: a
large fraction of GPUs will probably be be used for inference

typo
Sep 01, 2025 12:17PM Add a comment
Situational Awareness: The Decade Ahead

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