Transcript generated with Gemini-4-Argon and spot checked in places but not fully verified by a human.

Ivan Vendrov: All right, welcome to the show, Gabriel.

Ivan Vendrov: So, we’re going to talk. This is a follow-up conversation to the chat I had with Davidad a few days ago on emergent wisdom in language models. And suffice to say, Gabriel doesn’t buy it. Do you want to articulate your main disagreement? I can also summarize if you’d like.

Gabriel Alfour: For sure. First, I want to restate what is meant by... I forgot the word that you used, wisdom?

Gabriel Alfour: Emergent wisdom. I like the presentation that you had, I think, in your last conversation where it was like, “Oh, it looks like there’s a latent for hacking, bad stuff, and so on and so forth, and emergent wisdom is the opposite of this.”

I think this is a fair characterization, and I do think that there is such a latent. I don’t think this is where my disagreement lies. Ultimately, we all see the same reality. My disagreement is more about the interpretation. For instance, I would not call this wisdom. That’s a big one. And the second one, which I think is more important, is that I think this is just largely unrelated to actual alignment. The road to hell is paved with good intents or good intentions, I’m not sure what’s the English version of the saying, that would be basically my main takeaway there.

Ivan Vendrov: Cool. So I guess maybe the first place I want to double-click on is the first comment you made to me privately is you’re on the same page as Elena. Elena is the bodyworker I mentioned in the podcast with Davidad, who her response to talking to chatbots is disgust. She’s like, “Whoa, this thing is pretending to be a human being, but it clearly isn’t. And unlike a human being, I have no somatic, emotional, physical affordances to work with it.” So it’s this object that’s almost optimized to fool me in some way, and I want it away from me. So it seems like you resonate with that.

Gabriel Alfour: Another thing that I resonate with in the same vein is social media curation, where it’s blatantly optimized, not necessarily against me, but against a lot of people to get some specific reactions from them. And when it tries to get them from me, I have the same level of disgust. When social media tries to get me angry at something, I’m like, “Bruh.” So for me, it’s the same thing.

Of course, there’s the same dynamic where a bunch of people will engage with social media as if it’s an actual reflection of the world, and as if their disgust reaction, their anger reaction was just a natural reaction to the world as opposed to something that was optimized for.

Ivan Vendrov: How would you distinguish, because I also have this a lot, and I actually haven’t been chatting to chatbots very much at all, or using curated news feeds in my social media, I usually just go to profiles of people that I personally know and care about reading the thoughts of.

But I have in the past derived a ton of value, both from talking to chatbots and just browsing streams of social media content. I’ve made a lot of my friendships that way, learned a lot of crazy ideas that way. And part of me is like, well, are we... Here’s a few people, including Davidad and Janus, who seem to be deriving a lot of value from talking to these language models and seem to be having insights about them. What’s actually the difference you have with them? Is it are they being naive and they don’t have the right cognitive security, or are they maybe they’re just more advanced than you and me, and they’re able to integrate the information from these experiences without being co-opted by them? How would we know? Another way to put this is the AI psychosis question: how do we decide whether Davidad and Janus are suffering from AI psychosis or if they’re seeing something real?

Gabriel Alfour: It’s funny because I hear separate questions rather than an either/or. There’s the question of whether you derive value from it, whether there’s AI psychosis, whether there’s something deeper that they get that we don’t get, and so on and so forth, and for me this seems like very decorrelated questions. So I’m not sure how you want me to take it, but—

Ivan Vendrov: Jump on whatever feels interesting.

Gabriel Alfour: I’ll try to just do a quick BFS, let’s say. For the question of deriving value from it, I’m like, yes, there is a lot of value to be derived even from social media. There are many ways to broach the question. The first one is that there is immediate value that is not necessarily reflected upon or endorsed, dopamine hit type of value. It is a type of value. In modern life, you don’t get to hunt a lot, so the dopamine hit does provide some value. A lot of people are like, “Oh no, there is no value in that.” No, there’s value in excitement, there’s value in finding something fun and so on and so forth. It’s just it’s not necessarily reflected upon that you want that much of this in this format with zero referent. That it’s a finely calibrated treasure hunt that is meant not to be fun for you, but specifically to keep you on the platform. So that’s one type of finding value. And I think LLMs have a lot of this.

LLMs have a lot of, “Oh, it’s fun to talk to it.” Beyond the actual semantic content, they just echo a lot of your ideas. They just engage with your frame. You can give an LLM any frame and it will try to engage with it. And so there is value in it. It’s worthwhile to have someone explore your ideas within your frame, but do you endorse having so much of that in that way, optimized for these reasons through those processes?

So I think this is another one that is quite important, especially given that for people who are dopamine-starved, social media gives a dopamine hit. For people that are starved of having others engage with their frame, you can autocomplete. So I think that’s one that is very important.

The other one is the question of whether there is something there that we don’t see. My answer to this is like, of course, but that’s true of literally everything. There’s a skill that I think is very important, which I call staring at a white wall. You should be able to stare at a white wall and find interesting things about it. There’s no wall that is perfect RGB white uniform. There are no screens that are perfect RGB white uniform. You can look at a white screen and it will still not be that perfect. A wall comes with scratches, textures, lights and shadows, different materials, specular reflections, and so on and so forth, and I would say that it’s a virtue to be able to look at such a wall and actually analyze it and find it interesting, and start to see what is different between the different white walls and so on and so forth.

I think this is a very important skill to have, both because it’s practical and convenient—very often people don’t work on the important stuff because they can’t find interest in them, they’re like, “Oh, it’s intrinsically boring and it needs something exciting, blah, blah, blah”—but also because I think it’s important to have some reflection on this. When it’s a skill, it stops being a feature of reality and becomes a choice. Whether there is something in that, it stops being an intrinsic truth of reality and starts feeling like internally, do I decide to find extraneous value there?

And so I think this one is largely how I see the question. And so I’m like, yes, they decide to find value there. Some people will tell you that the truth of life can be found hammering at a smithy or something like this, and they will be right too. There’s this one.

And the last one, which is how do you know whether it’s AI psychosis or not? I think there are many ways, but it becomes very personal, so I would rather not. If you think about psychosis and about psychiatric things in general, it’s usually defined as, does it prevent you from living a normal life? And I think this is an intrinsically personal judgment, and for a few people that is evidently the case. But then do people endorse living a normal life and so on and so forth?

Ivan Vendrov: What exactly is normal? I mean, I certainly have found in my personal life I’ve been gravitating much more to people living normal, wholesome lives where they spend time with their family, have children, don’t do too many drugs. I don’t know.

Gabriel Alfour: Exactly. Actually, that’s what I wanted to talk about. I think those are genuinely great heuristics. There’s a friend who told me that in Judaism, in the Kabbalah, because there was so much Kabbalah psychosis happening, they restricted the study of Kabbalah to men over 40 that were married and with children.

Ivan Vendrov: Whoa. That’s pretty good. I think notably the Roman Republic restricted office holding to some similar demographic. Maybe power is similarly psychosis-generating.

Gabriel Alfour: Oh, that’s one way to look at it. I had a more cynical interpretation of that one, but yes.

Ivan Vendrov: What was your interpretation? Oh, that they’re kind of useless surplus males?

Gabriel Alfour: No, that men want to keep the power between men, 40-year-old plus want to keep the power between 40-year-old plus, and so on and so forth.

Ivan Vendrov: Yeah, there’s definitely, especially the men part is a little bit suspicious.

Ivan Vendrov: Well, I guess we can come back to emergent wisdom, but then I would say in a way your disagreement is on a higher level, which is you’re being like, “We just shouldn’t be orienting to this source of information at all. There are more nutritious sources of information about how to make the future go well than talking to language models and talking to people who talk to language models all day.” So where do you find your curiosity going to, I guess, these days?

Gabriel Alfour: That’s a very fun one. I’ll just give my personal answer, which I think is easier. So I will give the object-level answer and then why that is my answer, because I don’t think it will be legible.

Fundamentally, my curiosity goes toward running experiments that take the shape of studying online communities, testing different norms, and seeing which ones are more leading to action, useful thoughts, and positive change. There are many reasons for that. The first one is just empiricism. I’m fundamentally suspicious of thinking a long time in a black room, whether there’s an LLM in it or not, whether it’s an ivory tower or not. It can take the shape of academia or talking for a thousand hours to an LLM; I’m just intrinsically suspicious towards talking a lot.

Ivan Vendrov: Wait, but you’re studying communities that talk a lot. What’s the fundamental difference you’re pointing to between talking to an LLM and talking to a bunch of people on the internet?

Gabriel Alfour: Because the point is not about having conversations with these communities. The point is about studying communities and seeing which norms will lead to good things and which norms will lead to bad things, which cultures will lead to good things, which cultures will lead to bad things.

Ivan Vendrov: Where good things are evaluated not in terms of the quality of the conversation, but in terms of some action in the world?

Gabriel Alfour: Yes. You’re right, it doesn’t go without saying. Yes, I’m quite suspicious of a community that defines their goodness in terms of the good that they brought to the member to the extent that they participate in the community. A community that defines goodness in terms of how many good conversations happen within the community makes me feel, “Hmm.”

Ivan Vendrov: Sounds like you’d also be suspicious of Buddhism, which defines the good as things that happen inside the mind.

Gabriel Alfour: So I have a friend who’s very much into Buddhism, and this is one of our earliest conversations, where it’s like there’s a big tenet in Buddhism that you can find in other traditions—Freemasonry, for instance, has the same one—which is that through inner work you will work on the world. Freemasonry talks about—I don’t know how you call this in English— le rayonnement , shining light, casting light. Buddhism talks about building karma. Both of them have a nice intuition, which is that if you try to optimize directly for impact in the world, fundamentally you’ll be grabbing power instead of building nice cultures. And so instead they’re like, “No, work on yourself, do some virtue ethics, and then you’ll naturally bit by bit spread a nice culture.”

I think these are fine ideologies for centuries or millennia ago. I think nowadays we actually have a much richer understanding of all of that. For instance, Goodhart’s Law is something that is a normal part of our vocabulary nowadays that was not the case at the times of the early Freemasons or early Buddhists.

And so I think there’s a work of integrating all that we learned about complexity theory, social dynamics, public choice theory, psychology, mechanistic models of intelligence, cybernetics, and so on and so forth, into something that tells you, “Yeah, that’s not a good idea.” Obviously optimizing for power is very bad. Anthropic, obviously. If you have a bunch of these things, it’s bad, and I think that it should be obvious. And given that it’s obvious, you should work on the next step.

And so from my point of view, the next step is: okay, I work on myself, and I want to optimize the world. How do I do so in a sustainable way, in a positive-sum way, in ways that don’t have unexpected known unknowns or unknown unknowns, negative outcomes, and so on and so forth? And I think we can do this in 2026.

Ivan Vendrov: I see. So it’s like humanity has actually graduated from... Like if you lived a thousand years ago, maybe 3,000 years ago, you’d be like, “Well, actually the best good you can do is internal.” But now, because we have better understanding, we can actually start doing social good.