I am pretty annoyed with the messaging around METR's latest result.
Our chief concern is RSI dynamics, i. e., AI capability progress making subsequent AI capability progress easier. The way it would show up on graphs is by making straight lines steeper and steeper. If we observed 1.5x acceleration in one time period, we should observe 2x acceleration in the next time period, 2.5x in some subsequent one, et cetera. This is what RSI implies: a line continually going up on the graph of productivity multipliers. In other words, research acceleration at T+1 should be a function of research acceleration at T. This is what scenarios like AI 2027 assume: that there are compounding multiplicative dynamics at play.
But that is not what the graph in the report, if taken at face value, shows. The graph shows a single slope change around the start of 2026 – something that made Anthropic permanently better at AI research – and then no additional productivity improvements all throughout 2026. This is better modeled as a one-off "productivity unlock", rather than smoothly predictable RSI.[1]
In particular, it's not straightforwardly extrapolable into claims of the form "we will reach 4x acceleration by January 2027, 8x acceleration by March", etc. Taken at face value, the graph says we reached 2x acceleration by early 2026, and that we're still at 2x acceleration. Will we stay at 2x all throughout 2027 as well? Will there be a different discontinuous slope change that puts us at 10x next week?[2] Who knows.
There are two model breaks: (1) the current speed-up to AI research from AI is much larger than previously predicted, (2) the current speed-up to the speed-up is much lower than was expected at this speed-up value. This means that whatever this 2x-speedup figure is, it's not the same type of figure as the compounding multiplier in AI 2027. (Say, maybe the straight line on the multipliers graph should have a vertical offset, because significant aspects of the speed-up are non