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I agree with Hinton, although a lot hinges on your definition of "understand." I think to best wrap your head around this stuff, you should look to the commonalities of LLM's, image, generators, and even things like Alpha Zero and how it learned to play Go. Alpha Zero is kind of the extreme in terms of not imitating anything that humans have done. It learns to play the game simply by playing itself -- and what they found is that there isn't really a limit to how good it can get. There may be some theoretical limit of a "perfect" Go player, or maybe not, but it will continue to converge towards perfection by continuing to train. And it can go far beyond what the best human Go player can ever do. Even though very smart humans have spent their lifetimes deeply studying the game, and Alpha Zero had to learn everything from scratch. One other thing to take into consideration, is that to play the game of Go you can't just think of the next move. You have to think far forward in the game -- even though technically all it's doing is picking the next move, it is doing so using a model that has obviously looked forward more than just one move. And that model is obviously very sophisticated, and if you are going to say that it doesn't understand the game of Go, I would argue that you have a very, oddly restricted definition of the word, understand, and one that isn't particularly useful. Likewise, with large language models, while on the surface, they may be just predicting the next word one after another, to do so effectively they have to be planning ahead. As Hinton says, there is no real limit to how sophisticated they can get. When training, it is never going to be 100% accurate in predicting text it hasn't trained on, but it can continue to get closer and closer to 100% the more it trains. And the closer it gets, the more sophisticated model it needs. In the sense that Alpha Zero needs to "understand" the game of Go to play effectively, the large language model needs to understand "the world" to get better at predicting. |
For an LLM, this is not even close to being the case. The sum of all human artifacts ever made (or yet to be made) doesn't exhaust the description of a rock in your front yard, let alone the world in all its varied possibility. And we certainly haven't figured out a "model" which would let a computer generate new and valid data that expands its understanding of the world beyond its inputs, so self-training is a non-starter for LLMs. What the LLM is "understanding", and what it is reinforced to "understand" is not the world but the format of texts, and while it may get very good at understanding the format of texts, that isn't equivalent to an understanding of the world.