Thanks, I think these points are good.
Learning may be bottlenecked by serial thinking time past a certain point, after which adding more parallel copies won’t help. This could make the conclusion much less extreme.
Do you have any examples in mind of domains where we might expect this? I’ve heard people say things like ‘some maths problems require serial thinking time’, but I still feel pretty vague about this and don’t have much intuition about how strongly to expect it to bite.
I agree that it’s not necessarily true that centralising would speed up US development!
(I don’t think we overlook this: we say “The US might slow down for other reasons. It’s not clear how the speedup from compute amalgamation nets out with other factors which might slow the US down:
Bureaucracy. A centralised project would probably be more bureaucratic.
Reduced innovation. Reducing the number of projects could reduce innovation.”)
Interesting take that it’s more likely to slow things down than speed things up. I tentatively agree, but I haven’t thought deeply about just how much more compute a central project would have access to, and could imagine changing my mind if it were lots more.