Can humans make AI any better?
Welch Labs
0:00 In 1971, the US government agency ARPA launched
0:04 a program to push the frontiers of speech recognition.
0:07 ARPA set an ambitious 5-year goal,
0:10 a system that could recognize a thousand different words with 90% accuracy.
0:15 5 years later, a team from Carnegie Melon demonstrated Harpy,
0:19 an AI system capable of recognizing a,01 different words with 95% accuracy.
0:25 The ARPA program was a success, but over the next decade,
0:29 the core of Harpy's intelligence, an enormous knowledge graph,
0:33 would be replaced by something completely different.
0:36 Each of the over 14,000 nodes
0:38 in Harpy's knowledge graph represents a single phone.
0:42 One of the 98 basic sounds the team used to break apart spoken American English.
0:47 The graph itself captures all the different ways these phones
0:50 can be strung together to create sentences considered valid by Harpy.
0:55 In this part of the graph, we can see the pathway for the phrases,
0:59 tell me about China, tell me about Nixon, and give me the headlines.
1:04 Each phone in Harpy's graph includes an expected
1:07 frequency curve for the sound of the phone.
1:10 These curves are tuned for the current speaker as audio comes in.
1:15 For example, if I say tell me about China,
1:18 a signal processing algorithm chops the waveform into blocks
1:22 and the frequency content of each block is computed.
1:25 From here, the frequency content of our first block is
1:28 compared to the phones at the start of our graph.
1:31 G in give and T in tell.
1:34 T is a better match.
1:35 So, we progress down this part of the tree.
1:38 We then move to the second block in our waveform.
1:41 This is the L intel and find its closest match.
1:45 Block by block, we progress through our knowledge graph
1:49 using a frequency matching score to guide our search,
1:52 resulting in a final sentence.
1:55 Note that the Harpy team also used a somewhat
1:57 more sophisticated search method called beam search to help
2:00 find the best overall path through the graph instead
2:03 of just greedily choosing the best match at each step.
2:08 The way Harpy's knowledge graph is constructed is painstaking and fascinating.
2:12 First, a language design expert specifies a grammar.
2:17 Harpy could not accept arbitrary sequences of words.
2:20 This would have significantly degraded performance.
2:24 Instead, a formal grammar was used to capture valid
2:27 sentence structures for Harpy's intended use case of document retrieval.
2:31 This small example Harpy grammar tells us that the word tell can
2:35 be followed by me or us and then by all or about.
2:40 From here, each word in Harpy's vocabulary is broken into individual phones.
2:45 These breakdowns are themselves little graphs.
2:48 Here's the pronunciation graph the Harpy team used for the word tell.
2:52 Note that the graph branches due
2:54 to the possibility of pronouncing tell in different ways.
2:58 tell can be pronounced with an extra vowel sound in the middle.
3:02 Replacing each word in our word graph with its phone breakdown,
3:05 we get a larger graph.
3:06 But we aren't done yet.
3:09 When we speak, we often change the way
3:11 words sound depending on the words around them.
3:14 This is known as a juncture.
3:16 When saying a phrase like about China,
3:18 the T in about is often dropped, leaving about China.
3:23 And in transitions like me all, a subtle extra Y sound known as a glide
3:29 is added by some speakers to transition between vowels.
3:33 The Harpy team accounted for this by creating rules to manipulate
3:37 the phone graph to allow for various junctures between phones.
3:42 Now, although Harpy achieved Arper's ambitious goal
3:45 of 90% accuracy on a thousandword vocabulary,
3:49 further scaling Harpy's performance proved difficult.
3:53 And over the next decade,
3:54 Harpy's knowledge graph was replaced by hidden markoff models.
3:59 These models can still be understood
4:00 as implementing a graph structure between phone nodes,
4:04 but the edges of the graph are now probabilities that are learned from data.
4:09 No language expert specified grammar
4:11 and no linguistic expert specified juncture rules.
4:15 This was a controversial shift at the time.
4:18 Building our knowledge into AI systems
4:20 was considered critical by many researchers.
4:24 However, by the late 1980s and early 1990s,
4:27 virtually all speech recognition systems had moved to hidden markoff models.
4:32 And these systems were able to scale to much
4:34 larger vocabularies of 5,000 and then 20,000 words.
4:39 Decades later, in 2019, the computer scientist Richard Sutton published a highly
4:44 cited essay that he called the bitter lesson.
4:47 In his essay, Sutton points out that Harpy's replacement with hidden
4:50 Markoff model based approaches is part of a broader trend.
4:55 A trend that Sutton calls the biggest lesson from 70 years of AI research.
5:01 Specifically, that general methods that leverage computation are
5:04 ultimately the most effective and by a large margin.
5:09 and that trying to build human knowledge into our systems
5:11 as the Harpy team did helps initially but then becomes highly counterproductive.
5:18 The timing of Sutton's essay could not have been better.
5:21 OpenAI had just released GPT2 a few weeks prior
5:24 [music] and a new paradigm was just beginning to emerge.
5:29 A general architecture, the transformer,
5:31 focused on a simple learning objective, next token prediction,
5:35 and trained with massive amounts of compute,
5:38 could produce shockingly intelligent language models.
5:42 For myself and many others, it seemed like we had learned the bitter lesson.
5:47 We had found a method of creating
5:48 AI systems that leveraged massive amounts of compute
5:52 and appeared to rely only minimally on human
5:55 assumptions about how AI systems should work.
5:58 But then in 2025, something really surprising happened.
6:03 Richard Sutton went on a podcast.
6:06 In the first 10 minutes of Sutton's interview with Darkash Patel,
6:09 it became clear that Sutton had a completely different
6:12 take on large language models and the bitter lesson.
6:15 So, I mean, it's interesting because you wrote
6:17 this essay in 2019 titled The Bitter Lesson,
6:20 and this is the most influential essay perhaps in the history of AI,
6:24 but people have used that as a justification
6:30 for scaling up LLMs because in their view,
6:34 this is the one scalable way we have found
6:37 to pour ungodly amounts of compute into learning about the world.
6:41 And so it's interesting that your perspective is
6:43 that the LLMs are actually not bitter lesson.
6:47 It's an interesting question whether uh large language models
6:50 are are uh a case of the bitter lesson.
6:57 Yeah.
6:55 Because they are clearly um a a way of using massive computation things
7:02 that will scale with computation up to up to the limits of the internet.
7:09 Yeah.
7:08 uh but they're also a way of putting in lots of um human knowledge and uh
7:16 so so this is an interesting question
7:19 um it's a sociological or industry question uh
7:24 will they reach the limits of of of the data and and be superseded by things
7:32 that that are can get more data just
7:36 from experience rather than from uh from people.
7:41 Uh in some ways it's a classic case
7:44 of the of the of the bitter lesson with the more
7:47 the more human knowledge we put into the large language
7:49 models the better they can do and so it feels good.
7:53 Um and yet uh one well I in particular expect there to be systems that can
8:01 learn from experience which could well perform
8:04 much much better and be much more scalable.
8:07 In which uh case it will be another
8:09 instance of the bitter lesson that the things
8:12 that that used human knowledge were eventually superseded by things
8:17 that just um trained from uh experience and computation.
8:23 This is such a remarkable moment.
8:26 Sutton is basically telling us that much of the field
8:28 has interpreted his essay in exactly the wrong way.
8:31 that large language models are an example of the bitter lesson,
8:35 but a negative example, one that like Harpy relies far too much on human
8:39 knowledge since LLMs are trained on human generated text.
8:45 So, is Sutton right?
8:47 Will LLMs hit a performance barrier due to their reliance on human
8:51 knowledge and need to be replaced with very different types of AI systems?
8:56 Sutton ends the bitter lesson with these lines.
8:59 We want AI agents that can discover like we can,
9:03 not which contain what we have discovered.
9:07 Building in our discoveries only makes it harder
9:09 to see how the discovering process can be done.
9:14 So what would an AI system look like that can discover like we can?
9:19 The primary way large language models
9:20 are trained today is through supervised learning.
9:23 Given some training text, for example, the first line of Harry Potter,
9:28 the text is broken into little pieces known as tokens,
9:31 and the model is trained to predict the next
9:33 token given all the tokens that come before.
9:36 So given the input Mr.
9:37 and Mrs.
9:38 Dersley of, the model is trained to predict the token for the word number.
9:43 And given the input Mr.
9:44 and Mrs.
9:44 Dersley of number, the model is trained to predict
9:47 the token for the word for and so on.
9:51 Token by token, we're teaching the model what to say.
9:54 And Sutton's criticism here is that like Harpy,
9:57 this process relies too much on human knowledge
10:00 since we're training our model to imitate humans.
10:04 So, how else might we train AI systems?
10:08 Sutton is generally known as the father of reinforcement learning.
10:12 One of the most compelling modern examples
10:14 of AI systems trained using reinforcement learning
10:16 instead of supervised learning are Google Deep
10:19 Minds Alph Go and Alph Go Zero agents.
10:22 Now, Alph Go and Alph Go Zero are game playing agents,
10:26 not large language models, but there are some really interesting parallels here.
10:32 Now, before we see exactly how reinforcement learning allows
10:35 us to push beyond the limits of human knowledge,
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11:47 Now back to the bidder lesson.
11:50 When building Alph Go,
11:51 the first AI system that reached superhuman performance on the board game Go,
11:56 the DeepMind team first trained a supervised policy network.
12:00 In the jargon of reinforcement learning,
12:02 an agent's policy determines what action an agent will take in a given state.
12:07 In the game of Go, the current state is the board position,
12:11 and the action is where the agent will place its next stone on the board.
12:15 The DeepMind team used a deep neural network to learn this policy.
12:20 This part of DeepMind's solution is
12:22 strikingly similar to large language model training.
12:25 Given some input text, large language models return a probability
12:29 for each token the model could say next.
12:32 And given an input board position,
12:34 Alph Go's policy network returns a probability for each
12:37 board position where Alph Go could place a stone.
12:41 Note that Alph Go used a convolutional
12:43 architecture while LLMs generally use transformers.
12:47 But this distinction isn't really significant for our comparison here.
12:52 Very similar to LLM training, Alph Go's policy network was first trained
12:56 using supervised learning on human generated examples,
13:00 learning to match expert human players moves in recorded games.
13:04 The resulting supervised learning trained policy
13:07 network is a fairly competent Go player.
13:10 Evaluating the model in a tournament against other GO agents resulted
13:14 in an ELO rating of 1517 putting the network at mid amateur level.
13:21 Now in the reinforcement learning paradigm agents learn not
13:24 from direct supervision but instead through interacting with their environments.
13:29 In the case of Alph Go, this just means taking the very natural
13:33 approach of learning from actually playing the game.
13:37 The DeepMind team took their trained supervised policy network
13:40 and had it play against various versions of itself.
13:44 After each game, the moves taken by the winning model
13:47 were used as positive training examples to train the policy network.
13:52 And the moves taken by the losing model were used as negative examples.
13:56 This training process is very similar to learning from human expert moves.
14:01 The key difference here is that these moves are generated
14:03 by two policy networks actually playing go and the underlying
14:07 signal the model learns from is not the opinion
14:10 of a human expert but instead the outcome of a real game.
14:14 This approach is known as a policy gradient method and is a key
14:18 technique in reinforcement learning initially developed
14:21 by Sutton and others in the 1990s.
14:24 Now, it turns out that the reinforcement learning trained policy
14:27 network alone was not enough to deliver superhuman Go performance.
14:33 The DeepMind team needed one more big idea from reinforcement learning.
14:39 It turns out there's another way to set up our learning problem here,
14:42 and it's actually an older and arguably more central
14:45 reinforcement learning idea than the policy gradient method we've seen.
14:50 Instead of training a network to predict the move that should come next,
14:54 what if we trained a network to measure the quality of a given board position
14:59 or more concretely to estimate the probability
15:01 of winning starting from a given board position.
15:05 This approach is broadly known in reinforcement
15:07 learning as value function estimation where
15:10 the term value refers to expected future rewards in this case winning the game.
15:16 Value functions play a central role
15:18 in Sutton's canonical text on reinforcement learning.
15:22 The most important component of almost all reinforcement learning
15:25 algorithms we consider is a method for efficiently estimating values.
15:30 The central role of value estimation is arguably the most important thing
15:34 that has been learned about reinforcement learning over the last six decades.
15:39 To make use of this reinforcement learning idea,
15:42 the Google DeepMind team trained a second
15:44 neural network that they called a value network.
15:48 This network took in the same board position inputs as our policy network.
15:52 But instead of predicting what move should come next,
15:55 the value network predicts the probability of Alph
15:58 Go winning the game from that position.
16:01 The DeepMind team trained their value network on board
16:04 positions from games between different versions of Alph Go.
16:07 again avoiding learning from human gameplay.
16:10 Finally, the DeepMind team brought together their policy and value network
16:14 with a method called Monte Carlo tree search to create a formidable Go agent.
16:20 The policy network allows Alph Go to narrow
16:22 down the number of next possible moves,
16:25 while the value network provides a strong estimate of the probability of winning
16:30 if Alph Go continues playing down a given branch of the tree.
16:35 Alph Go famously went on to defeat Lisa Dole in 2016,
16:39 the second ranked Go player in the world at the time.
16:42 The following year, the DeepMind team revealed Alph Go Zero,
16:46 an even stronger player than Alph Go
16:48 that remarkably did not learn from any human games.
16:52 Instead, relying only on reinforcement learning from real gameplay.
16:57 By learning from real interactions with their environments,
17:00 Alph Go and Alph Go Zero dramatically outperformed
17:03 agents trained to imitate human gameplay using supervised learning,
17:08 discovering their own ways to play the game.
17:11 Alph Go's playing style has been described by experts
17:14 as playing against an alien and is from an alternate dimension.
17:19 These are the types of AI systems that Sutton is referring to when he says,
17:23 "Oh, well, I in particular expect there to be systems that can learn
17:27 from experience and which could well perform
17:29 much much better and be much more scalable."
17:33 This really makes me wonder if our current generation of language
17:36 models are constrained in the same way as the AlphaGo
17:39 policy network that was trained with supervised learning was unable
17:43 to discover on their own limited to imitating human language and intelligence.
17:49 Now, it's important to note here that reinforcement learning does
17:52 already play an important role in large language model training.
17:56 After LLMs are trained on next token prediction using supervised learning,
18:00 reinforcement learning through human feedback or RLHF is used
18:04 to align models to human preferences using reinforcement learning techniques.
18:09 And a great deal of recent LLM progress has been driven by reasoning
18:13 models that make use of reinforcement learning with verifiable rewards or RLVR
18:20 where LLMs are trained with reinforcement learning to find their own paths
18:23 to solving problems with known answers such as math problems and coding.
18:29 Pre-training on human generated text and then using reinforcement learning
18:33 to allow models to discover on their own is an exciting direction,
18:37 but it remains to be seen how far this approach can take us.
18:42 In 2025, David Silver, the lead researcher of the AlphaGo project,
18:47 teamed up with Richard Sutton to write
18:48 an essay called Welcome to the Era of Experience.
18:53 Silver and Sutton argue that LLMs are currently limited by human knowledge,
18:57 giving an interesting thought experiment.
19:00 If we trained an LLM on human knowledge from 5,000 years ago,
19:04 it would reason about the physical world in terms of animism.
19:08 If we trained on human knowledge from a thousand years ago,
19:10 it would reason in theistic terms, 300 years ago in terms of Newtonian physics,
19:16 and 50 years ago in terms of quantum physics.
19:20 Moving from one paradigm to the next
19:22 requires actually interacting with the physical
19:25 world as Silver and Sutton say in order to overturn facious methods of thought.
19:32 From here, Sutton and Silver argue that we're on the threshold of a new era
19:35 of AI where agents will learn from real
19:39 world reward signals instead of human knowledge,
19:43 discovering new ways to optimize measures like cost,
19:46 health metrics, climate metrics, profits, sales, and energy consumption.
19:52 Sutton and Silver give the example
19:54 of DeepMind's alpha proof agent which combines
19:56 LLMs and reinforcement learning to discover its
19:59 own very impressive methods of mathematical reasoning.
20:04 So, have we learned the bitter lesson or are we just repeating it?
20:08 When we look back on LLMs one day,
20:10 will they feel like harpy so clearly limited by human knowledge?
20:16 And if so, is reinforcement learning the answer?
20:20 And can LLM serve as the scaffolding that unlocks this next frontier?
20:24 Or do we need to try something totally different?
20:27 My take here is that the bitter
20:29 lesson in Sutton and Silver's reinforcement learning
20:32 perspectives form a really helpful lens onto
20:36 the limitations of our current generation of AI.
20:40 I'm more skeptical about a reinforcement
20:42 learning renaissance being around the corner.
20:45 mostly because the domains we've seen reinforcement [music]
20:47 learning perform really well in like playing games, mathematical proofs,
20:51 and coding, still feel very removed to me from many
20:54 of the real world problems that we care about.
20:58 Either way, it will be fascinating to see what happens next.
21:05 The Welsh Labs team and I have written a whole new book on AI.
21:09 It's beautifully illustrated and is a great way to dig
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21:15 This is the book I've always wanted to write.
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21:30 On the next page, we jump into this super
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22:00 [music] through the key results from that chapter.
22:03 And there's also a supporting GitHub repo
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22:08 At the end of each chapter, you'll also find exercises.
22:12 We've put a ton of thought into these.
22:15 Here's an exercise from the chapter on back
22:17 propagation where you're given a small complete
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22:25 Then you're asked to compute the network's gradients and use your computed
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22:36 with modern AI and solutions are in the back of the book.
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23:10 video that came out over the last 18 months.
23:14 I really think that the book is the best
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23:19 The book is great for self-study, AI courses,
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