Quick[1] thoughts on the Silicon Valley 'Vibe-Shift'
I wanted to get this idea out of my head and into a quick-take. I think there's something here, but a lot more to say, and I've really haven't done the in-depth research for it. There was a longer post idea I had for this, but honestly diving more than I have here into it is not a good use of my life I think.
The political outlook in Silicon Valley has changed.
Since the attempted assassination attempt on President Trump, the mood in Silicon Valley has changed. There have been open endorsements, e/acc has claimed political victory, and lots of people have noticed the 'vibe shift'.[2] I think that, rather than this being a change in opinions, it's more an event allowing for the beginning of a preference cascade, but at least in Silicon Valley (if not yet reflected in national polling) it has happened.
So it seems that a large section of Silicon Valley is now openly and confidently supporting Trump, and to a greater or lesser extent aligned with the a16z/e-acc worldview,[3] we know it's already reached the ears of VP candidate JD Vance.
How did we get here
You could probably write a book on this, so this is a highly opinionated take. But I think this is somewhat, though not exclusively, an own goal of the AI Safety movement.
* As ChatGPT starts to bring AI, and AI Safety, into the mainstream discourse, the e/acc countermovement begins. It positions itself as opposite effective altruism, especially in the wake of SBF.
* Guillaume Verdon, under the alias "Beff Jezos", realises the memetic weakness of the AI Safety movement and launches a full memetic war against it. Regardless of his rightness or wrongness, you do to some extent got to hand it to him. He's like right-wing Émile Torres, ambitious and relentless and driven by ideological zeal against a hated foe.
* Memetic war is total war. This means nuance dies to get it to spread. I don't know if, for example, Marc Andreessen actually thinks antimalarial bednets are a 'triple threat' of badness, but it's a war and you don't take prisoners. Does Beff think that people running a uni-group session on Animal Welfare are 'basically terrorists', I don't know. But EA is the enemy, and the enemy must be defeated, and the war is total.
* The OpenAI board fiasco is, I think, a critical moment here. It doesn't matter what the reasoning we've come out with at the end of the day was, I think it was perceived as 'a doomer coup' and it did radicalize the valley. In his recent post Richard Ngo called on the AI Safety movement to show more legitimacy and competence. The board fiasco torpedoed my trust in the legitimacy and competence of many senior AI safety people, so god knows how strong the update was for Silicon Valley as a whole.
* As some evidence this is known in EA circles, I think this is exactly what Dwarkesh is alluding to when asked 'what happened to the EA brand'. For many people in Silicon Valley, I think the answer is that it got thrown in the dustbin of history.
* This new movement became increasingly right-wing coded. Partly as a response to the culture wars in America and the increasing vitriol thrown by the left against 'tech bros', partly as a response to the California Ideology being threatened by any sense of AI oversight or regulation, and partly because EA is the enemy and EA was being increasingly seen by this group as left-wing, woke, or part of the Democratic Party due to the funding patterns of SBF and Moskovitz. I think this has led, fairly predictably, to the right-ward shift in SV and direct political affiliation with a (prospective) second Trump presidency
* Across all of this my impression is that, just like with Torres, there was little to no direct pushback. I can understand not wanting to be dragged into a memetic war, or to be involved in the darker parts of Twitter discourse. But the e-acc/technooptimist/RW-Silicon-Valley movement was being driven by something, and I don't think AI Safety ever really argued against it convincingly, and definitely not in a convincing enough way to 'win' the memetic war. Like, the a16z cluster literally lied to Congress and to Parliament, but nothing much come of that fact.
* I think this is very much linked to playing a strong 'inside game' to access the halls of power and no 'outside game' to gain legitimacy for that use of power. It's also I think due to EA not wanting to use social media to make its case, whereas the e-acc cluster was born and lives on social media.
Where are we now?
I'm not a part of the Bay Area scene and culture,[4] but it seems to me that the AI Safety movement has lost the 'mandate of heaven' to whatever extent it did have it. SB-1047 is a push to change policy that has resulted in backlash, and may result in further polarisation and counter-attempts to fight back in a zero-sum political game. I don't know if it's constitutional for a Trump/Vance administration to use the Supremacy Clause to void SB-1047 but I don't doubt that they might try. Biden's executive order seems certain for the chopping block. I expect a Trump administration to be a lot less sympathetic to the Bay Area/DC AI Safety movements, and the right-wing part of Silicon Valley will be at the very least energised to fight back harder.
One concerning thing for both Silicon Valley and the AI Safety movement is what happens as a result of the ideological consequences of SV accepting this trend. Already a strong fault-line is the extreme social conservatism and incipient nationalism brought about by this. In the recent a16z podcast, Ben Horowitz literally accuses the Biden administration of breaking the rule of law, and says nothing about Trump literally refusing to concede the 2020 election and declaring that there was electoral fraud. Mike Solana seems to think that all risks of democratic backsliding under a Trump administration were/are overblown (or at least that people in the Bay agreeing was preference falsification). On the Moments-of-Zen Podcast (which has also hosted Curtis Yarvin twice), Balaji Srinivasan accused the 'Blue Tribe' of ethnically cleansing him out of SF[5] and called on the grey tribe to push all the blues out of SF. e-acc sympathetic people are noting that anti-trans ideas bubbling up in the new movement. You cannot seriously engage with ideas and shape them without those ideas changing you.[6] This right-wing shift will have further consequences, especially under a second Trump presidency.
What next for the AI Safety field?
I think this is a bad sign for the field of AI Safety. Political polarisation has escaped AI for a while. Current polls may lean in support , but polls and political support are fickle, especially in the age of hyper-polarisation.[7] I feel like my fears around the perception of Open Philanthropy are re-occuring here but for the AI Safety movement at large.
I think the consistent defeats to the e-acc school and the fact that the tech sector as a whole seems very much unconvinced by the arguments for AI Safety should at some point lead to a reflection from the movement. Where you stand on this very much depends on your object-level beliefs. While this is a lot of e-acc discourse around transhumanism, replacing humanity, and the AI eschaton, I don't really buy it. I think that they don't think ASI is possible soon, and thus all arguments for AI Safety are bunk. Now, while the tech sector as a whole might not be as hostile, they don't seem at all convinced of the 'ASI-soon' idea.
A key point I want to emphasise is that one cannot expect to wield power successfully without also having legitimacy.[8] And to the extent that the AI Safety movement's strategy is trying to thread this needle it will fail.
Anyway, long ramble over, and given this was basically a one-shot ramble it will have many inaccuracies and flaws. Nevertheless I hope that it can be directionally useful and lead to productive discussion.
1. ^
lol, lmao
2. ^
See here, here, and here. These examples are from Twitter because, for better or for worse, it seems much of SV/tech opinions are formed by Twitter discourse.
3. ^
Would be very interested to hear the thoughts of people in the Bay on this
4. ^
And if invited to be I would almost certainly decline,
5. ^
He literally used the phrase 'ethnically cleanse'. This is extraordinarily dangerous language in a political context.
6. ^
A good example in fiction is in Warhammer40K, where Horus originally accepts the power of Chaos to fight against Imperial Tyranny, but ends up turning into their slave.
7. ^
Due to polarisation, views can dramatically shift on even major topics such as the economy and national security (i know these are messy examples!). Current poll leads for AI regulation should not, in any way, be considered secure
8. ^
I guess you could also have overwhelming might and force, but even that requires legitimacy. Caesar needed to be seen as legitimate by Marc Anthony, Alexander didn't have the legitimacy to get his army to cross the Hyphasis etc.