To point 1: While we greatly appreciate what OpenPhil, LTFF and others do (and hope to work with them in the future!), we found that the hurdles required and strings attached were far greater than the laissez-faire silicon valley VC we encountered, and seemed less scalable in the long run. Also, FTX FF did not exist back when we were starting out.

While EA funds as they currently exist are great at handing out small to medium sized grants, the ~8 digit investment we were looking for to get started asap was not something that these kinds of orgs were generally interested in giving out (which seems to be changing lately!), especially to slightly unusual research directions and unproven teams. If our timelines were longer and the VC money had more strings attached (as some of us had expected before seeing it for ourselves!), we may well have gone another route. But the truth of the current state of the market is that if you want to scale to a billion dollars as fast as possible with the most founder control, this is the path we think is most likely to succeed.

To point 2: This is why we will focus on SaaS products on top of our internal APIs that can be built by teams that are largely independent from the ML engineering. As such, this will not compete much with our alignment-relevant ML work. This is basically our thesis as a startup: We expect it to be EV+, as this earns much more money than we would have had otherwise.    

Notice this is a contingent truth, not an absolute one. If tomorrow, OpenPhil and FTX contracted us with 200M/year to do alignment work, this would of course change our strategy.

To point 3: We don’t think this has to be true. (Un)fortunately, given the current pace of capability progress, we expect keeping up with the pace to be more than enough for building new products. Competition on AI capabilities is extremely steep and not in our interest. Instead, we believe that (even) the (current) capabilities are so crazy that there is an unlimited potential for products, and we plan to compete instead on building a reliable pipeline to build and test new product ideas.

Calling it competition is actually a misnomer from our point of view. We believe there is ample space for many more companies to follow this strategy, still not have to compete, and turn a massive profit. This is how crazy capabilities and their progress are.

We (the founders) have a distinct enough research agenda to most existing groups such that simply joining them would mean incurring some compromises on that front. Also, joining existing research orgs is tough! Especially if we want to continue along our own lines of research, and have significant influence on their direction. We can’t just walk in and say “here are our new frames for GPT, can we have a team to work on this asap?”.

You’re right that SOTA models are hard to develop, but that being said, developing our own models is independently useful in many ways - it enables us to maintain controlled conditions for experiments, and study things like scaling properties of alignment techniques, or how models change throughout training, as well as being useful for any future products. We have a lot of experience in LLM development and training from EleutherAI, and expect it not to take up an inordinate amount of developer hours.

We are all in favor of high bandwidth communication between orgs. We would love to work in any way we can to set these channels up with the other organizations, and are already working on reaching out to many people and orgs in the field (meet us at EAG if you can!).

In general, all the safety orgs that we have spoken with are interested in this, and that’s why we expect/hope this kind of initiative to be possible soon.

To address the opening quote - the copy on our website is overzealous, and we will be changing it shortly. We are an AGI company in the sense that we take AGI seriously, but it is not our goal to accelerate progress towards it. Thanks for highlighting that.

We don’t have a concrete proposal for how to reliably signal that we’re committed to avoiding AGI race dynamics beyond the obvious right now. There is unfortunately no obvious or easy mechanism that we are aware of to accomplish this, but we are certainly open to discussion with any interested parties about how best to do so. Conversations like this are one approach, and we also hope that our alignment research speaks for itself in terms of our commitment to AI safety. 

If anyone has any more trust-inducing methods than us simply making a public statement and reliably acting consistently with our stated values (where observable), we’d love to hear about them!

To respond to the last question - Conjecture has been “in the making” for close to a year now and has not been a secret, we have discussed it in various iterations with many alignment researchers, EAs and funding orgs. A lot of initial reactions were quite positive, in particular towards our mechanistic interpretability work, and just general excitement for more people working on alignment. There have of course been concerns around organizational alignment, for-profit status, our research directions and the founders’ history with EleutherAI, which we all have tried our best to address.

But ultimately, we think whether or not the community approves of a project is a useful signal for whether a project is a good idea, but not the whole story. We have our own idiosyncratic inside-views that make us think that our research directions are undervalued, so of course, from our perspective, other people will be less excited than they should be for what we intend to work on. We think more approaches and bets are necessary, so if we would only work on the most consensus-choice projects we wouldn’t be doing anything new or undervalued. That being said, we don’t think any of the directions or approaches we’re tackling have been considered particularly bad or dangerous by large or prominent parts of the community, which is a signal we would take seriously.

Redwood is doing great research, and we are fairly aligned with their approach. In particular, we agree that hands-on experience building alignment approaches could have high impact, even if AGI ends up having an architecture unlike modern neural networks (which we don’t believe will be the case). While Conjecture and Redwood both have a strong focus on prosaic alignment with modern ML models, our research agenda has higher variance, in that we additionally focus on conceptual and meta-level research. We’re also training our own (large) models, but (we believe) Redwood are just using pretrained, publicly available models. We do this for three reasons:

1. Having total control over the models we use can give us more insights into the phenomena we study, such as training models at a range of sizes to study scaling properties of alignment techniques.
2. Some properties we want to study may only appear in close-to-SOTA models - most of which are private.
3. We are trying to make products, and close-to-SOTA models help us do that better. Though as we note in our post, we plan to avoid work that pushes the capabilities frontier.

We’re also for-profit, while Redwood is a nonprofit, and we’re located in London! Not everyone lives out in the Bay :)

Ideally, we would like Conjecture to scale quickly. Alignment wise, in 5 years time, we want to have the ability to take a billion dollars and turn it into many efficient, capable, aligned teams of 3-10 people working on parallel alignment research bets, and be able to do this reliably and repeatedly. We expect to be far more constrained by talent than anything else on that front, and are working hard on developing and scaling pipelines to hopefully alleviate such bottlenecks.

For the second question, we don't expect it to be a competing force (as in, we have people who could be working on alignment working on product instead). See point two in this comment.

This is why we will focus on SaaS products on top of our internal APIs that can be built by teams that are largely independent from the ML engineering. As such, this will not compete much with our alignment-relevant ML work. This is basically our thesis as a startup: We expect it to be EV+, as this earns much more money than we would have had otherwise.    

We strongly encourage in person work - we find it beneficial to be able to talk over or debate research proposals in person at any time, it’s great for the technical team to be able to pair program or rubber duck if they’re hitting a wall, and all being located in the same city has a big impact on team building.

That being said, we don’t mandate it. Some current staff want to spend a few months a year with their families abroad, and others aren’t able to move to London at all. While we preferentially accept applicants who can work in person, we’re flexible, and if you’re interested but can’t make it to London, it’s definitely still worth reaching out.

(I will be running the Incubator at Conjecture)

The goal for the incubator is to foster new conceptual alignment research bets that could go on to become full-fledged research directions, either at Conjecture or at other places. We’re thus planning to select mostly on the quality we expect for a very promising independent conceptual researcher, that is proactivity (see Paul Graham’s Relentlessly Resourceful post) and some interest or excitement about not fully tapped streams of evidence (see this recent post).

Although experience with alignment could help, it might also prove a problem if it comes with too strong ontological commitment and limits exploration of unusual research directions and ideas. The start of the program will include a lot of discussion and sharing a map of alignment and mental moves that I (Adam) have been building over the last few months, so this should bring people up to speed to do productive research.

If you have any more questions about this, feel free to reach me either on LW or at my Conjecture email.