Yes, rereading the passage, Bostrom's central example of a reason why we could see this "when dumb, smarter is safer; yet when smart, smarter is more dangerous" pattern (that's a direct quote btw) is that they could be scheming/pretending when dumb. However [...] Bostrom is explicitly calling out the possibility of an AI being genuinely trying to help you, obey you, or whatever until it crosses some invisible threshold of intelligence and has certain realizations that cause it to start plotting against you. This is exactly what I currently think is plausibly happening with GPT4 etc.

When stated that way, I think what you're saying is a reasonable point of view, and it's not one I would normally object to very strongly. I agree it's "plausible" that GPT-4 is behaving in the way you are describing, and that current safety guarantees might break down at higher levels of intelligence. I would like to distinguish between two points that you (and others) might have interpreted me to be making:

1. We should now think that AI alignment is completely solved, even in the limit of unlimited intelligence and future agentic systems. I am not claiming this.
2. We (or at least, many of us) should perform a significant update towards alignment being easier than we thought because of the fact that some traditional problems are on their way towards being solved. <--- I am claiming this

The fact that Bostrom's central example of a reason to think that "when dumb, smarter is safer; yet when smart, smarter is more dangerous" doesn't fit for LLMs, seems adequate for demonstrating (2), even if we can't go as far as demonstrating (1). 

It remains plausible to me that alignment will become very difficult above a certain intelligence level. I cannot rule that possibility out: I am only saying that we should reasonably update based on the current evidence regardless, not that we are clearly safe from here and we should scale all the way to radical superintellligence without a worry in the world.

Instruction-tuned LLMs are not powerful general agents. They are pretty general but they are only a tiny bit agentic. They haven't been trained to pursue long-term goals and when we try to get them to do so they are very bad at it. So they just aren't the kind of system Bostrom, Yudkowsky, and myself were theorizing about and warning about.

I have two general points to make here:

1. I agree that current frontier models are only a "tiny bit agentic". I expect in the next few years they will get significantly more agentic. I currently predict they will remain roughly equally corrigible. I am making this prediction on the basis of my experience with the little bit of agency current LLMs have, and I think we've seen enough to know that corrigibility probably won't be that hard to train into a system that's only 1-3 OOMs of compute more capable. Do you predict the same thing as me here, or something different?
2. There's a bit of a trivial definitional problem here. If it's easy to create a corrigible, helpful, and useful AI that allows itself to get shut down, one can always say "those aren't the type of AIs we were worried about". But, ultimately, if the corrigible AIs that let you shut them down are competitive with the agentic consequentialist AIs, then it's not clear why we should care? Just create the corrigible AIs. We don't need to create the things that you were worried about!

Here's my positive proposal for what I think is happening. [...] General world-knowledge is coming first, and agency later. And this is probably a good thing for technical alignment research, because e.g. it allows mechinterp to get more of a head start, it allows for nifty scalable oversight schemes in which dumber AIs police smarter AIs, it allows for faithful CoT-based strategies, and many more things besides probably. So the world isn't as grim as it could have been, from a technical alignment perspective.

I think this was a helpful thing to say. To be clear: I am in ~full agreement with the reasons you gave here, regarding why current LLM behavior provides evidence that the "world isn't as grim as it could have been". For brevity, and in part due to laziness, I omitted these more concrete mechanisms why I think the current evidence is good news from a technical alignment perspective. But ultimately I agree with the mechanisms you offered, and I'm glad you spelled it out more clearly.

At any rate speaking for myself, I have updated towards hopefulness about the technical alignment problem repeatedly over the past few years, even as I updated towards pessimism about the amount of coordination and safety-research-investment that'll happen before the end (largely due to my timelines shortening, but also due to observing OpenAI). These updates have left me at p(doom) still north of 50%.

As we have discussed in person, I remain substantially more optimistic about our ability to coordinate in the face of an intelligence explosion (even a potentially quite localized one). That said, I think it would be best to save that discussion for another time.