I think generally the expectation is that there are around 100T synapses in the brain, and of course it's probably not a 1:1 correspondence with neural networks, but it doesn't seem infeasible at all to me that a dense-equivalent 100T parameter model would be able to rival the best humans if trained properly.

If basically a transformer, that means it needs at inference time ~200T flops per token. The paper assumes humans "think" at ~15 tokens/second which is about 10 words, similar to the reading speed of a college graduate. So that would be ~3 petaflops of compute per second.

Assuming that's fp8, an H100 could do ~4 petaflops, and the authors of AI 2027 guesstimate that purpose wafer scale inference chips circa late 2027 should be able to do ~400petaflops for inference, ~100 H100s worth, for ~$600k each for fabrication and installation into a datacenter.

Rounding that basically means ~$6k would buy you the compute to "think" at 10 words/second. Generally speaking that'd probably work out to maybe $3k/yr after depreciation and electricity costs, or ~30-50¢/hr of "human thought equivalent" 10 words/second. Running an AI at 50x human speed 24/7 would cost ~$23k/yr, so 1 OpenBrain researcher's salary could give them a team of ~10-20 such AIs running flat out all the time. Even if you think the AI would need an "extra" 10 or even 100x in terms of tokens/second to match humans, that still puts you at genius level AIs in principle runnable at human speed for 0.1 to 1x the median US income.

There's an open question whether training such a model is feasible in a few years, but the raw compute capability at the chip level to plausibly run a model that large at enormous speed at low cost is already existent (at the street price of B200's it'd cost ~$2-4/hr-human-equivalent).

Excellent back of napkin math and it feels intuitively right.

And I think training is similar — training is capital intensive therefore centralized, but if 100m people are paying $6k for their inference hardware, add on $100/year as a training tax (er, subscription) and you’ve got $10B/year for training operations.