> It doesn't mean “AI is the new electricity.” (actual quote from Andrew Ng in the post).

I personally agree with Andrew Ng here (and I've literally arrived at the exact same formulation before becoming aware of Ng's words).

I take "new electricity" to mean, it'll touch everything people do, become part of every endeavor in some shape of form. Much like electricity. That doesn't mean taking over literally everything; there's plenty of things we don't use electricity for, because alternatives - usually much older alternatives - are still better.

There's still plenty of internal combustion engines on the ground, in the seas and in the skies, and many of them (mostly on extremely light and extremely heavy ends of the spectrum) are not going to be replaced by electric engines any time soon. Plenty of manufacturing and construction is still done by means of hydraulic and pneumatic power. We also sometimes sidestep electricity for heating purposes by going straight from sunlight to heat. Etc.

But even there, electricity-based technology is present in some form. The engine may be this humongous diesel-burning colossus, built from heat, metal, and a lot of pneumatics, positioned and held in place by hydraulics - but all the sensors on it are electric, where in the past some would be hydraulic and rest wouldn't even exist; it's controlled and operated by electricity-based computing network; it's been designed on computers, and so on.

In this sense, I think "AI is a new electricity" is believable. It's a qualitatively new approach to computing, that's directly or indirectly applicable everywhere, and that people already try to apply to literally everything[0]. And, much like with electricity, time and economics will tell which of those applications make sense, which were dead ends, and which were plain dumb in retrospect.

[0] - And they really did try to stuff electricity everywhere back when it was the new hot thing. Same with nuclear energy few decades later. We still laugh at how people 100 years ago imagined the future will look like... in between crying that we got short-changed by reality.

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camillomiller 16 hours ago | parent [-]

AI is not a fundamental physical element. AI is mostly closed and controlled by people who will inevitably use it to further their power and centralize wealth and control. We acted with this in mind to make electricity a publicly controlled service. There is absolutely no intention nor political strength around to do this with AI in the West.

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ben_w 16 hours ago | parent | next [-]

There's a few levels of this:

• That it is software means that any given model can be easily ordered nationalised or whatever.

• Everyone quickly copying OpenAI, and specifically DeepSeek more recently, showed that once people know what kind of things actually work, it's not too hard to replicate it.

• We've only got a handful of ideas about how to align* AI with any specific goal or value, and a lot of ways it does go wrong. So even if every model was put into public ownership, it's not going to help, not yet.

That said, if the goal is to give everyone access to an AI that demands 375 W/capita 24/7, means the new servers double the global demand for electricity, with all that entails.

* Last I heard (a while back now so may have changed): if you have two models, there isn't even a way to rank them as more-or-less aligned vs. anything. Despite all the active research in this area, we're all just vibing alignment, corporate interests included.

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ijk 5 hours ago | parent [-]

Public control over AI models is a distinct thing from everyone having access to an AI server (not that national AI would need a 1:1 ratio of servers to people, either).

It's pretty obvious that the play right now is to lock down the AI as much as possible and use that to facilitate control over every system it gets integrated with. Right now there's too many active players to shut out random developers, but there's an ongoing trend of companies backing away from releasing open weight models.

	▲	ben_w 5 hours ago \| parent [-]
		> It's pretty obvious that the play right now is to lock down the AI as much as possible and use that to facilitate control over every system it gets integrated with. Right now there's too many active players to shut out random developers, but there's an ongoing trend of companies backing away from releasing open weight models. More the opposite, despite the obvious investment incentive to do as you say to have any hope of a return on investment. OpenAI tried to make that a trend with GPT-2 on the grounds that it's irresponsible to give out a power tool in the absence of any idea of what "safety tests" even mean in that context, but lots of people mocked them for it and it looks like only them and Anthropic take such risks seriously. Or possibly just Anthropic, depending how cynical you are about Altman.

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TeMPOraL 16 hours ago | parent | prev [-]

Electricity here is meant as a technology (or a set of technologies) exploiting a particular physical phenomenon - not the phenomenon itself.

(If it were the latter, then you could argue everything uses electricity if it relies in any way on matter being solid, because AFAIK the furthest we got on the question of "why I don't fall through the chair I'm sitting on" is.... "electromagnetism".)

	▲	camillomiller 16 hours ago \| parent [-]
		Either way, it still feels like a stretched and inappropriate comparison at best, or a disingenuous and asinine one at worst.