När når vi AGI?

Timelines1

Define AGI as AI intelligent enough to do 90% of knowledge work jobs. I think there’s a 25% chance of AGI by 20272, a 50% chance by 2034, and a 75% chance by 2045.

Basic argument: In a certain sense, AI is already “smart” enough for this (eg it can answer quantum physics problems, which require higher IQ than most knowledge work). Its remaining limitations are that it’s confused, unagentic, lacks situational awareness, and tends to hallucinate. The METR time horizon graph, and several other related benchmarks/experiments/intuition pumps, suggest it’s improving on time horizons at an (exponential) rate that lets it cross human-level performance sometime around the early end of the schedule above, and subjectively it feels like harder-to-measure constructs like situational awareness are improving about as fast.
Arguments for earlier: recursive self-improvement causes a speedup compared to the trend. This is one of the biggest blank spots in my model: I don’t know how fast RSI will progress, and I don’t think anyone else does either. There’s some function mapping a combination of AI talent and compute to progress, and we don’t know how it behaves in the domain when there’s far more talent than compute available. It could fizzle out completely for lack of compute, or it could go vertical. The AI Futures Project has done some of the best work trying to model this, but even they have low confidence.
Arguments for later: AI hits some kind of wall, or existing AI is fundamentally unsuitable for jobs in some way currently disguised by its other limitations. For example, it might be much harder to improve at the top of the human range than the bottom (since there are less training data). Or AI could become bottlenecked on continuous learning/memory in a way that hackish scratchpads can’t compensate for. Or the upcoming world compute bottleneck (about ~2028) could prevent further progress more than expected (because in fact algorithmic progress depended on compute to a greater degree than I expected).
Arguments for very late dates, past 2045: a residual uncertainty that maybe I’m fundamentally wrong about everything. Also contributing is a naive overapplication of the Nothing Ever Happens heuristic, and an attempt to leave space for the Outside View argument (ie that some smart people like the AI As A Normal Technology Team seem to think this is possible).