Back to Home11/14/2025, 1:21:24 PM

AGI fantasy is a blocker to actual engineering

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AGI

AI engineering

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The article argues that the fantasy surrounding Artificial General Intelligence (AGI) is hindering actual progress in AI engineering.

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  1. 01Story posted

    11/14/2025, 1:21:24 PM

    4d ago

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  2. 02First comment

    11/14/2025, 2:13:18 PM

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  3. 03Peak activity

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    11/18/2025, 6:11:31 PM

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Discussion (627 comments)
Showing 160 comments of 627
Etheryte
4d ago
7 replies
Many big names in the industry have long advocated for the idea that LLM-s are a fundamental dead end. Many have also gone on and started companies to look for a new way forward. However, if you're hip deep in stock options, along with your reputation, you'll hardly want to break the mirage. So here we are.
fallingfrog
4d ago
3 replies
I have some idea of what the way forward is going to look like but I don't want to accelerate the development of such a dangerous technology so I haven't told anyone about it. The people working on AI are very smart and they will solve the associated challenges soon enough. The problem of how to slow down the development of these technologies- a political problem- is much more pressing right now.
chriswarbo
4d ago
2 replies
> I have some idea of what the way forward is going to look like but I don't want to accelerate the development of such a dangerous technology so I haven't told anyone about it.

Ever since "AI" was named at Dartmouth, there have been very smart people thinking that their idea will be the thing which makes it work this time. Usually, those ideas work really well in-the-small (ELIZA, SHRDLU, Automated Mathematician, etc.), but don't scale to useful problem sizes.

So, unless you've built a full-scale implementation of your ideas, I wouldn't put too much faith in them if I were you.

ACCount37
4d ago
1 reply
Far more common are ideas that don't work on any scale at all.

If you have something that gives a sticky +5% at 250M scale, you might have an actual winner. Almost all new ML ideas fall well short of that.

fallingfrog
4d ago
1 reply
If someone else comes along and makes the exact claim I just made, I won't believe it either
ACCount37
4d ago
Did you try any of your shit at any scale at all?
fallingfrog
4d ago
999999 times out of a million you'd be right.

But, I shouldn't have said anything.

titzer
4d ago
1 reply
Let me guess, you have a truly marvelous demonstration of this proposition which this margin is too narrow to contain.
fallingfrog
4d ago
Well it kind of sucks honestly because im never going to get any sort of recognition, but that's partly by choice and partly because I don't have the right personal connections. I 100% understand why all of you think I'm a significant fool. Thats ok. Like i said, im burying the idea. But its obvious enough that someone else will discover it soon enough.
yahoozoo
3d ago
cringe
wild_egg
4d ago
1 reply
They're a dead end for whatever their definition of "AGI" is, but still incredibly useful in many areas and not a "dead end" economically.
bigbuppo
4d ago
Well, except for that needing a 40 year bond for a 3 year technology cycle thing.
jamesoofou
4d ago
1 reply
How can u look at progress in LLMs and think "this is mirage"
NamlchakKhandro
4d ago
Because the depth of concept is so deep, and if you're just beginning then it's going to take a while for that statement to illuminate how obvious it is.

For those who've been sniffing this since early 2010, it's so blindly obvious they've already dropped llms on the floor and moved onto deeper alternative research.

For the rest of us, we're still catching coke bottles from the sky and building places of worship around them

hoherd
4d ago
"It is difficult to get a man to understand something when his salary depends upon his not understanding it" and "never argue with a man whose job depends on not being convinced" in full effect.
red75prime
4d ago
> Many big names in the industry have long advocated for the idea that LLM-s are a fundamental dead end.

There should be papers on fundamental limitations of LLMs then. Any pointers? "A single forward LLM pass has TC0 circuit complexity" isn't exactly it. Modern LLMs use CoT. Anything that uses Gödel's incompleteness theorems proves too much (We don't know whether the brain is capable of hypercomputations. And, most likely, it isn't capable of that).

jimbokun
4d ago
"Fundamental dead end" strikes me as hyperbolic. Clearly they could be an import part of an "AGI" system, even if they're not sufficient for building an AGI in and of themselves?
tim333
4d ago
I figure it's more like steam engines and flight. While steam engines were not suitable for aircraft, experience building them could carry over to internal combustion engines. I imagine something like that with LLMs and AGI.
graphememes
4d ago
1 reply
Okay, so come up with an alternative, it's math, you can also write algorithms.
Filligree
4d ago
I can’t test them, though.
gizajob
4d ago
3 replies
Elon thinking Demis is the evil supervillain is hilariously backward and a mirror image of the reality.
Cthulhu_
4d ago
2 replies
That one struck me as... weird people on both ends. But this is Musk, who is deep into the Roko's Basilisk idea [0] (in fact, supposedly he and Grimes bonded over that) where AGI is inevitable, AGI will dominate like the Matrix and Skynet, and anyone that didn't work hard to make AGI a reality will be yote in the Torment Nexus.

That is, if you don't build the Torment Nexus from the classic sci-fi novel Don't Create The Torment Nexus, someone else will and you'll be punished for not building it.

[0] https://en.wikipedia.org/wiki/Roko%27s_basilisk

jimbokun
4d ago
1 reply
It's never been explained to me why a god like AI would care one way or another whether people tried to bring it into being or not. I mean the AGI exists now, hurting the people that didn't work hard enough to bring it into existence won't benefit the AGI in any way.
tialaramex
4d ago
1 reply
God-like AI feels like we're really overestimating how tough the problem "Destroy humans" would be and so we've imagined this very impressive reason it could happen when actually we're fragile and might more or less blow away by mistake.

It seems we're much more likely to accidentally build something dumb that kills us via an unanticipated side effect. Like actual Weaboo but for society not just one business. AI helps Coca-Cola develop a new beverage that initially seems very popular and cheap so it's quickly the world's top selling drink - and then we realise, too late, that it's actually extremely addictive and withdrawal induces violent rage. Oh dear. That sort of thing.

pixl97
4d ago
Hence why I like using the paperclip maximizer as an example. It's not out to get you, you getting got is just an unintentional side effect. Kind of like global warming. Nobody wants the earth to burn up, they just want to give up transportation/heating/whatever else a lot less.
danaris
4d ago
...or, depending on your particular version of Roko's Basilisk (in particular, versions that assume AGI will not be achieved in "your" lifetime), it will punish not you, yourself, but a myriad of simulations of you.

Won't someone think of the poor simulations??

captainbland
4d ago
"From my point of view the Jedi are evil!" comes to mind.
dist-epoch
4d ago
Why not both.
geerlingguy
4d ago
5 replies
I like the conclusion; like for me, Whisper has radically improved CC on my video content. I used to spend a few hours translating my scripts into CCs, and tooling was poor.

Now I run it through whisper in a couple minutes, give one quick pass to correct a few small hallucinations and misspellings, and I'm done.

There are big wins in AI. But those don't pump the bubble once they're solved.

And the thing that made Whisper more approachable for me was when someone spent the time to refine a great UI for it (MacWhisper).

sota_pop
4d ago
2 replies
Not only whispr, so much of the computer vision area is not as in vogue. I suspect because the truly monumental solutions unlocked are not that accessible to the average person; i.e. industrial manufacturing and robotics at scale.
dghlsakjg
4d ago
I think that LLM hype is hiding a lot of very real and impactful progress in real world/robot intelligence.

An essay writing machine is cool. A machine that can competently control any robot arm, and make it immediately useful is a world-changing prospect.

Moving and manipulating objects without explicit human coded instructions will absolutely revolutionize so much of our world.

jimbokun
4d ago
That's because industrial manufacturing and robotics are failing to bring down costs and make people's lives more affordable.

That's really the only value those technologies provide, so if people aren't seeing costs come down there really is zero value coming from those technologies.

andai
4d ago
I switched to Parakeet the other day.

It's better than Whisper, and faster, while running on CPU on my ten year old ThinkPad.

I had Claude make me Python bindings for it and add it to my voice typing app.

We live in the future.

colechristensen
4d ago
I think a lot of AI wins are going to end up local and free much like whisper.

Maybe it could be a little bit more accurate, it would be nice if it ran a little faster, but ultimately it's 95% complete software that can be free forever.

My guess is very many AI tasks are going to end up this way. In 5-10 years we're all going to be walking around with laptops with 100k cores and 1TB of RAM and an LLM that we talk to and it does stuff for us more or less exactly like Star Trek.

jamesoofou
4d ago
What do you think about the shape of AI progress?
tomwphillips
4d ago
Author here. Indeed - it would be just as fantastical to deny there has been no value from deep learning, transformers, etc.

Yesterday I heard Cory Doctorow talk about a bunch of pro bono lawyers using LLMs to mine paperwork and help exonerate innocent people. Also a big win.

There's good stuff - engineering - that can be done with the underlying tech without the hyperscaling.

schnitzelstoat
4d ago
5 replies
I'm surprised the companies fascinated with AGI don't devote some resources to neuroscience - it seems really difficult to develop a true artificial intelligence when we don't know much about how our own works.

Like it's not even clear if LLMs/Transformers are even theoretically capable of AGI, LeCun is famously sceptical of this.

I think we still lack decades of basic research before we can hope to build an AGI.

ACCount37
4d ago
We are yet to see a pure theoretical roadblock between LLMs and AGI. The way things are going, I wouldn't be surprised if an existing LLM architecture (whether fully transformer-based or one of the hybrids) can hit AGI with the right scale, training and some scaffolding.

On the other hand, extracting usable insights from neuroscience? Not at all easy. Human brain does not yield itself to instrumentation.

If an average human had 1.5 Neuralink implants in his skull, and raw neural data was cheap and easy to source? You bet someone would try to use that for AI tech. As is? We're in the "bitter lesson" regime. We can't extract usable insights out of neuroscience fast enough for it to matter much.

friendzis
4d ago
Why should they care as long as selling shares of a company selling access to a chatbot is the most profitable move?
csomar
4d ago
Many of the people in control of the capital are gamblers rather than researchers.
wmf
4d ago
If you want to create artificial human intelligence you need to know how the brain works. If you're creating alien intelligence the brain doesn't matter.
ambicapter
4d ago
Admitting you need to do basic research is admitting you're not actually <5 years from total world domination (so give us money now).
simonw
4d ago
4 replies
Tip for AI skeptics: skip the data center water usage argument. At this point I think it harms your credibility - numbers like "millions of liters of water annually" (from the linked article) sound scary when presented without context, but if you compare data centers to farmland or even golf courses they're minuscule.

Other energy usage figures, air pollution, gas turbines, CO2 emissions etc are fine - but if you complain about water usage I think it risks discrediting the rest of your argument.

(Aside from that I agree with most of this piece, the "AGI" thing is a huge distraction.)

UPDATE an hour after posting this: I may be making an ass of myself here in that I've been arguing in this thread about comparisons between data center usage and agricultural usage of water, but that comparison doesn't hold as data centers often use potable drinking water that wouldn't be used in agriculture or for many other industrial purposes.

I still think the way these numbers are usually presented - as scary large "gallons of water" figures with no additional context to help people understand what that means - is an anti-pattern.

paulryanrogers
4d ago
5 replies
Just because there are worse abuses elsewhere doesn't mean datacenters should get a pass.

Golf and datacenters should have to pay for their externalities. And if that means both are uneconomical in arid parts of the country then that's better than bankrupting the public and the environment.

simonw
4d ago
3 replies
From https://www.newyorker.com/magazine/2025/11/03/inside-the-dat...

> I asked the farmer if he had noticed any environmental effects from living next to the data centers. The impact on the water supply, he told me, was negligible. "Honestly, we probably use more water than they do," he said. (Training a state-of-the-art A.I. requires less water than is used on a square mile of farmland in a year.) Power is a different story: the farmer said that the local utility was set to hike rates for the third time in three years, with the most recent proposed hike being in the double digits.

The water issue really is a distraction which harms the credibility of people who lean on it. There are plenty of credible reasons to criticize data enters, use those instead!

Etherlord87
4d ago
1 reply
A farmer is a valuable perspective but imagine asking a lumberjack about the ecological effects of deforestation, he might know more about it than an average Joe, but there's probably better people to ask for expertise?

> Honestly, we probably use more water than they do

This kind of proves my point, regardless of the actual truth in this regard, it's a terrible argument to make: availability of water starts to become a huge problem in a growing amount of places, and this statement implies the water usage of something, that in basic principle doesn't need water at all, uses comparable amount of water as farming, which strictly relies on water.

simonw
4d ago
The author of the article followed the quote from the farmer with a fact-checked (this is the New Yorker) note about water usage for AI training.
belter
4d ago
3 replies
> The water issue really is a distraction which harms the credibility of people who lean on it

Is that really the case? - "Data Centers and Water Consumption" - https://www.eesi.org/articles/view/data-centers-and-water-co...

"...Large data centers can consume up to 5 million gallons per day, equivalent to the water use of a town populated by 10,000 to 50,000 people..."

"I Was Wrong About Data Center Water Consumption" - https://www.construction-physics.com/p/i-was-wrong-about-dat...

"...So to wrap up, I misread the Berkeley Report and significantly underestimated US data center water consumption. If you simply take the Berkeley estimates directly, you get around 628 million gallons of water consumption per day for data centers, much higher than the 66-67 million gallons per day I originally stated..."

simonw
4d ago
2 replies
Also from that article:

> U.S. data centers consume 449 million gallons of water per day and 163.7 billion gallons annually (as of 2021).

Sounds bad! Now let's compare that to agriculture.

USGS 2015 report: https://pubs.usgs.gov/fs/2018/3035/fs20183035.pdf has irrigation at 118 billion gallons per day - that's 43,070 billion gallons per year.

163.7 billion / 43,070 billion * 100 = 0.38 - less than half a percentage point.

It's very easy to present water numbers in a way that looks bad until you start comparing them thoughtfully.

I think comparing data center water usage to domestic water usage by people living in towns is actually quite misleading. UPDATE: I may be wrong about this, see following comment: https://news.ycombinator.com/item?id=45926469#45927945

belter
4d ago
2 replies
I am surprised by your analytical mistake of comparing irrigation water with data-center water usage...

They are not equivalent. Data centers primarily consume potable water, whereas irrigation uses non-potable or agricultural-grade water. Mixing the two leads to misleading conclusions on the impact.

simonw
4d ago
2 replies
That's a really good point - you're right, comparing data center usage to potable water usage by towns is a different and more valid comparison than comparing with water for irrigation.
belter
4d ago
The problem is many data centers are in areas where water systems are supply constrained... - https://spectrum.ieee.org/ai-water-usage
wasabi991011
4d ago
They made a good point, but keep in mind that they're doing a "rules for thee, not for me" sometimes.

The same person who mentioned potable water being an important distinction also cited a report on data center water consumption that did not make the distinction (where the 628M number came from).

wasabi991011
4d ago
1 reply
This is not a distinction that your second link (that has the 628M number) was making either

> water evaporation from hydroelectric dam reservoirs in their water use calculations

belter
4d ago
The factual soundness of my argument is independent of the report quality :-) the report influences comprehension, not correctness...

The fact data centers are already having a major impact on the public water supply systems is known, by the decisions some local governments are forced to do, if you care to investigate...

https://spectrum.ieee.org/ai-water-usage

"...in some regions where data centers are concentrated—and especially in regions already facing shortages—the strain on local water systems can be significant. Bloomberg News reports that about two-thirds of U.S. data centers built since 2022 are in high water-stress areas.

In Newton County, Georgia, some proposed data centers have reportedly requested more water per day than the entire county uses daily. Officials there now face tough choices: reject new projects, require alternative water-efficient cooling systems, invest in costly infrastructure upgrades, or risk imposing water rationing on residents...."

https://www.bloomberg.com/graphics/2025-ai-impacts-data-cent...

abathur
4d ago
4 replies
Agriculture feeds people, Simon.

It's fair to be critical of how the ag industry uses that water, but a significant fraction of that activity is effectively essential.

If you're going to minimize people's concern like this, at least compare it to discretionary uses we could ~live without.

The data's about 20 years old, but for example https://www.usga.org/content/dam/usga/pdf/Water%20Resource%2... suggests we were using over 2b gallons a day to water golf courses.

simonw
4d ago
1 reply
I called out golf in my first comment in this thread.

If data center usage meant we didn't have enough water for agriculture I would shout that from the rooftops.

abathur
4d ago
Yep--I'm agreeing that one's a good comparison to elaborate on.

Exploring how it stacks up against an essential use probably won't persuade people who perceive it as wasteful.

IncreasePosts
4d ago
1 reply
Agriculture is generally essential but that doesn't mean that any specific thing done in the name of agriculture is essential.

If Americans cut their meat consumption by 10%, we would use a lot less water in agriculture and probably also live longer in general

energy123
4d ago
Iran's ongoing water crisis is an example. One cause of it is unnecessary water-intensive crops that they could have imported or done without (just consume substitutes).

It's a common reasoning error to bundle up many heterogeneous things into a single label ("agriculture!") and then assign value to the label itself.

derektank
4d ago
4 replies
The vast majority of water in agriculture goes to satisfy our taste buds, not nourish our bodies. Feed crops like alalfa consume huge amounts of water in the desert southwest but the desert climate makes it a great place to grow and people have an insatiable demand for cattle products.

We could feed the world with far less water consumption if we opted not to eat meat. Instead, we let people make purchasing decisions for themselves. I'm not sure why we should take a different approach when making decisions about compute.

throwup238
4d ago
1 reply
> We could feed the world with far less water consumption if we opted not to eat meat.

If you look at the data for animals, that’s not really true. See [1] especially page 22 but the short of it is that the vast majority of water used for animals is “green water” used for animal feed - that’s rainwater that isn’t captured but goes into the soil. Most of the plants used for animal feed don’t use irrigation agriculture so we’d be saving very little on water consumption if we cut out all animal products [2]. Our water consumption would even get a lot worse because we’d have to replace that protein with tons of irrigated farmland and we’d lose the productivity of essentially all the pastureland that is too marginal to grow anything on (50% of US farmland, 66% globally).

Animal husbandry has been such a successful strategy on a planetary scale because it’s an efficient use of marginal resources no matter how wealthy or industrialized you are. Replacing all those calories with plants that people want to actually eat is going to take more resources, not less, especially when you’re talking about turning pastureland into productive agricultural land.

[1] https://digitalcommons.unl.edu/cgi/viewcontent.cgi?article=1...

[2] a lot of feed is also distiller’s grains used for ethanol first before feeding them to animals, so we’d wouldn’t even cut out most of that

hombre_fatal
4d ago
1 reply
That paper makes the opposite argument than you thought it made. Even from a freshwater perspective it’s more water-efficient to get calories/protein/fat directly from crops than from animal products.

Since you like their work, the authors of your paper answered that question more generally here https://link.springer.com/article/10.1007/s10021-011-9517-8 where they conclude "The water footprint of any animal product is larger than the water footprint of crop products with equivalent nutritional value".

You make some often debunked claims, like we'd have to plant more crops to feed humans directly if we stopped eating meat.

This shouldn't make intuitive sense to you since animals eat feed grown on good cropland (98% of the water footprint of animal ag) that we could eat directly, and we lose 95% of the calories when we route crops through animals.

throwup238
4d ago
You’re confusing my argument. I’m not arguing that meat is more efficient than plants; that by itself is obviously untrue because of the trophic efficiency loss. I’m arguing that meat uses marginal resources that would otherwise be useless for growing food. If we eliminate meat we’d eliminate a lot of marginally productive farmland that is naturally irrigated and have to replace it with industrialized irrigation farming that will be significantly more expensive and use more water and energy. Maybe if we had a global cultural reset with industrialized farming, but no one is going to be happy replacing their beef and chicken with the corn and barley and hay that those lands normally grow, much of it inedible to humans.

That paper isn’t actually debunking anything that I’m saying. If the water foot print per calorie is 20x for beef but the feed is grown with 90% of its water from rainfall, that’s not a 20x bigger footprint in a way that practically matters because most of that water is unrecoverable anyway. The water that is recoverable just makes it through the watershed.

Meat is a way to convert land that cant grow things people can or want to eat into things that people will eat. That pastureland and marginal cropland growing animal feed can’t just be converted to grow more economically productive crops like fruit and vegetables without Herculean engineering effort and tons of water and fertilizer. Instead the farming would have to stress other fertile ecosystems like the Southwest which would make the water problems worse, even if their total “footprint” is smaller. The headline that beef uses 20x more water per calorie completely ignores where that water comes from and how useful it actually is to us.

I don’t doubt that we can switch to an all plant diet as a species but people vastly underestimate the ecological and societal cost to do so.

Faelon
4d ago
Thanks for the sanity!! I wish more people understood this
rao-v
4d ago
I mean it's even simpler. Almonds are entirely non essential (many other more water efficient nuts) to the food supply and in California consume more water than the entire industrial sector, and a bit more than all residential usage (~5 million acre-feet of water).

Add a datacenter tax of 3x to water sold to datacenters and use it to improve water infrastructure all around. Water is absolutely a non-issue medium term, and is only a short term issue because we've forgotten how to modestly grow infrastructure in response to rapid changes in demand.

hn_acc1
4d ago
Ask people which they'd rather have: -no more meat and a little better AI -keep their meat and AI doesn't improve from where it is today..
HDThoreaun
4d ago
Growing almonds is just as essential as building an AI. Eating beef at the rate americans do is not essential. Thats where basically all the water usage is going.
Lerc
4d ago
1 reply
What counts as data center water consumption here? There are many ways to arguably come up with a number.

Does it count water use for cooling only, or does it include use for the infrastructure that keeps it running (power generation, maintenance, staff use, etc.)

Is this water evaporated? Or moved from A to B and raised a few degrees.

giva
4d ago
This is the real point. Just measuring the amount of water involved makes no sense. Taking 100 liters of water from a river to cool a plant and dumping them back in a river a few degrees warmer is different from taking 100 liters from a fossil acquifer to evaporatively cool the same plant.
hshdhdhj4444
4d ago
Humans don’t consume much water used by humans. Cows do.
jonas21
4d ago
The other reason water usage is a bad thing to focus on is that datacenters don't inherently have to use water. It's not like servers have a spigot where you pour water in and it gets consumed.

Water is used in modern datacenters for evaporative cooling, and the reason it's used is to save energy -- it's typically around 10% more energy efficient overall than normal air conditioning. These datacenters often have a PUE of under 1.1, meaning they're over 90% efficient at using power for compute, and evaporative cooling is one of the reasons they're able to achieve such high efficiency.

If governments wanted to, they could mandate that datacenters use air conditioning instead of evaporative cooling, and water usage would drop to near zero (just enough for the restrooms, watering the plants, etc). But nobody would ever seriously suggest doing this because it would be using more of a valuable resource (electricity / CO2 emissions) to save a small amount of a cheap and relatively plentiful resource (water).

jtr1
4d ago
2 replies
I think the point here is that objecting to AI data center water use and not to say, alfalfa farming in Arizona, reads as reactive rather than principled. But more importantly, there are vast, imminent social harms from AI that get crowded out by water use discourse. IMO, the environmental attack on AI is more a hangover from crypto than a thoughtful attempt to evaluate the costs and benefits of this new technology.
danaris
4d ago
3 replies
But if I say "I object to AI because <list of harms> and its water use", why would you assume that I don't also object to alfalfa farming in Arizona?

Similarly, if I say "I object to the genocide in Gaza", would you assume that I don't also object to the Uyghur genocide?

This is nothing but whataboutism.

People are allowed to talk about the bad things AI does without adding a 3-page disclaimer explaining that they understand all the other bad things happening in the world at the same time.

TheCoelacanth
4d ago
No, that's not the point.

If you take a strong argument and through in an extra weak point, that just makes the whole argument less persuasive (even if that's not rational, it's how people think).

You wouldn't say the "Uyghur genocide is bad because of ... also the disposable plastic crap that those slave factories produce is terrible for the environment."

Plastic waste is bad but it's on such a different level from genocide that it's a terrible argument to make.

BeFlatXIII
4d ago
Adding a weak argument is a red flag for BS detectors. It's what prosecutors do to hoodwink a jury into stacking charges over a singular underlying crime.
naasking
4d ago
Because your argument is more persuasive to more people if you don't expand your criticism to encompass things that are already normalized. Focus on the unique harms IMO.
BeFlatXIII
4d ago
3 replies
> the environmental attack on AI is more a hangover from crypto than a thoughtful attempt to evaluate the costs and benefits of this new technology

Especially since so many anti-crypto people immediately pivoted to anti-AI. That sudden shift in priorities makes it hard to take them seriously.

emp17344
4d ago
1 reply
The anti-crypto people were correct, though. Why should we not push back when we’re seeing the same type of baseless hype that surrounded crypto being cultivated around the AI space?
jtr1
4d ago
They were and we should push back and yes, there is a mountain of baseless hype. But if you train your fire on the wrong thing, you risk not addressing the actual problem.
hn_acc1
4d ago
I didn't pivot - I'm still strongly anti-crypto and pretty strongly anti-AI.
jtr1
4d ago
On the flip side, the crypto hype machine pretty seamlessly flipped to the AI hype machine, so it makes sense the same anti crowd shifted pretty seamlessly. Given the practical applications of crypto were minimal and the externalities were mostly crime and pollution, I’m not at all surprised that many people expect the same for AI.
roywiggins
4d ago
1 reply
I don't think there's a world where a water use tax is levied such that 1) it's enough for datacenters to notice and 2) doesn't immediately bankrupt all golf courses and beef production, because the water use of datacenters is just so much smaller.
bee_rider
4d ago
4 replies
We definitely shouldn’t worry about bankrupting golf courses, they are not really useful in any way that wouldn’t be better served by just having a park or wilderness.

Beef, I guess, is a popular type of food. I’m under the impression that most of us would be better off eating less meat, maybe we could tax water until beef became a special occasion meal.

roywiggins
4d ago
3 replies
I'm saying that if you taxed water enough for datacenters to notice, beef would probably become uneconomical to produce at all. Maybe a good idea! But the reason datacenters would keep operating and beef production wouldn't is that datacenters produce way more utility per gallon.
dghlsakjg
4d ago
2 replies
Taxes can have nuance.

You can easily write a law that looks like this: There is now a water usage tax. It applies only to water used for data-centers. It does not apply to residential use, agricultural use, or any other industrial use.

We do preferential pricing and taxing all the time. My home's power rate through the state owned utility is very different than if I consumed the exact same amount of power, but was an industrial site. I just checked and my water rate at home is also different than if I were running a datacenter. So in all actuality we already discriminate for power and water based on end use. at least where I live. Most places I have lived have different commercial and residential rates.

In other words, the price of beef can stay the same.

pixl97
4d ago
>In other words, the price of beef can stay the same.

And yet, if you believe the environmentalist argument in the first place, the price of beef should go up for the damages it causes. Hence why a lot of people think the people complaining about AI are wearing an environmentalist mask, rather than having an actual care about the environment.

Pigouvian taxes are fine, but should be applied across all sources of damage.

roywiggins
4d ago
Yes, if you don't like datacenters, tax datacenters. If you want to do it via a tax on the water they use then I guess that works.

But the environment doesn't really care whether the water is being used by a datacenter or something else. My point is just that data centers are actually more efficient users of water compared to many less-controversial users.

jandrewrogers
4d ago
A lot of beef is produced in such a way that taxing municipal water won't make a material difference. Even buying market rate water rights in the high desert, which already happens in beef production, is a pretty small tariff on the beef.
hn_acc1
4d ago
If it only applies to beef, fine. If it's ALL agriculture...

I can live without another datacenter - I get very little utility from "one more" - but I have to eat, generally every day..

iamacyborg
4d ago
1 reply
> We definitely shouldn’t worry about bankrupting golf courses, they are not really useful in any way that wouldn’t be better served by just having a park or wilderness.

Might as well get rid of all the lawns and football fields while we’re at it.

paulryanrogers
4d ago
That's a debate worth having too! And it doesn't block this AI debate from continuing nonetheless.
foxglacier
4d ago
Of course golf courses are useful as shown by the fact that people pay to use them. Perhaps you mean that you personally haven't (yet) found them useful, but you know that different people want different things. I think eating shrimp is disgusting and never eat them but I don't want to ban global shrimp production because the people it would harm are not me!
fwip
4d ago
Water taxes should probably be regional. The price of water in the arid Southwest is much higher than toward the East coast. You might see both datacenters and beef production moving toward states like Tennessee or Kentucky.
heymijo
4d ago
2 replies
You're not wrong.

My perspective from someone who wants to understand this new AI landscape in good faith. The water issue isn't the show stopper it's presented as. It's an externality like you discuss.

And in comparison to other water usage, data centers don't match the doomsday narrative presented. I know when I see it now, I mentally discount or stop reading.

Electricity though seems to be real, at least for the area I'm in. I spent some time with ChatGPT last weekend working to model an apples:apples comparison and my area has seen a +48% increase in electric prices from 2023-2025. I modeled a typical 1,000kWh/month usage to see what that looked like in dollar terms and it's an extra $30-40/month.

Is it data centers? Partly yes, straight from the utility co's mouth: "sharply higher demand projections—driven largely by anticipated data center growth"

With FAANG money, that's immaterial. But for those who aren't, that's just one more thing that costs more today than it did yesterday.

Coming full circle, for me being concerned with AI's actual impact on the world, engaging with the facts and understanding them within competing narratives is helpful.

amarcheschi
4d ago
1 reply
Not only electricity, air pollution around some datacenters too

https://www.politico.com/news/2025/05/06/elon-musk-xai-memph...

simonw
4d ago
I'd love to say the air pollution issue get the attention that's currently being diverted to the water issue!
Windchaser
4d ago
1 reply
> It's an externality like you discuss.

It's not even an externality? They just pay market price for water. You can argue the market price is priced badly (e.g., maybe prices are set by the state), but that doesn't make it an externality. The benefits/costs are still accrued by (and internal to) buyer and seller.

paulryanrogers
4d ago
If datacenters are getting electricity and water at a rate lower than retail (costs passed on to residents or tax payers), and factors like noise and water pollution aren't factored in, then yes there are unpriced externalities.
jstummbillig
4d ago
In what way are they not paying for it?
reedf1
4d ago
1 reply
Yes - and the water used is largely non-consumptive.
binoct
4d ago
Not really. The majority of data center water withdrawal (total water input) is consumed ("lost" to evaporation etc...) with a minority of it discharged (returned in liquid form). I believe it's on the order of 3/4ths consumed, but that varies a lot by local climate and cooling technology.

There's lots of promising lower-consumption cooling options, but seems like we are not yet seeing that in a large fraction of data centers globally.

lynndotpy
4d ago
6 replies
Farmland, AI data centers, and golf courses do not provide the same utility for water used. You are not making an argument against the water usage problem, you are only dismissing it.
simonw
4d ago
2 replies
Right, I think a data center produces a heck of a lot more economic and human value in a year - for a lot more people - than the same amount of water used for farming or golf.
notahacker
4d ago
1 reply
you can make a strong argument for the greater necessity of farming for survival, but not for golf...
kjkjadksj
4d ago
God forbid the public has an amenity.
idiotsecant
4d ago
3 replies
I mean... Food is pretty important ...
wongarsu
4d ago
1 reply
Corn, potatoes and wheat are important maybe even oranges, but we could live with a lot less alfalfa and almonds.

Also a lot less meat in general. A huge part of our agriculture is feed to feed our food. We need some meat, but the current amount is excessive

plufz
4d ago
> Corn, potatoes and wheat are important maybe even oranges, but we could live with a lot less alfalfa and almonds. Both alfalfa and almonds contain a lot of nutrients you dont find in large enough amounts (or at all) in corn and potatoes though. And alfalfa improves the soil but fixating nitrogen. Sure almonds require large amounts of water. Maybe alfalfa does as well? And of course it depends on if they are grown for human consumption or animal.
roywiggins
4d ago
1 reply
The water intensity of American food production would be substantially less if we gave up on frivolous things like beef, which requires water vastly out of proportion to its utility. If the water numbers for datacenters seem scary then the water use numbers for the average American's beef consumption is apocalyptic.
gishh
4d ago
5 replies
I appreciate that you feel this way, it’ll never happen.

The US will never give up on eating meat. Full stop.

For every vegan/vegetarian in the US there are probably 25 people that feed beef products to their pets on a daily basis.

ben_w
4d ago
1 reply
Beef is not the only meat. Chicken is much less water intensive.
BeFlatXIII
4d ago
1 reply
From the animal welfare perspective, there's much more suffering involved in producing a pound of chicken than a pound of beef.
ben_w
4d ago
That depends how sentient a chicken is: their brains are of similar complexity to the larger of these models, counting params as synapses.

Also, while I'm vegetarian going on vegan, welfare arguments are obviously not relevant in response to an assertation that Americans aren't going to give up meat, because if animal welfare was relevant then Americans would give up meat.

Windchaser
4d ago
> I appreciate that you feel this way, it’ll never happen. The US will never give up on eating meat. Full stop.

I don't see any signs that the US is going to give up on AI and data centers, either. (The coming AI winter notwithstanding)

For what it's worth, I've cut back quite a bit on my beef and pork consumption, and now mostly eat chicken. The environmental and ethical arguments finally got to me.

roywiggins
4d ago
Well, yeah. And I'm not vegetarian either. But it's just a fact that beef production is a vastly less efficient user of water than datacenters.
hombre_fatal
4d ago
Whether people would switch off meat on their own is a separate issue. If water became scarce enough to start moving the price, then you'd absolutely see people eat less meat.

But their point does disarm the suggestion that water consumption for AI is bad because it's just for fun while meat feeds people.

Because when you eat meat, you could have eaten something far less resource intensive like tempeh. But you ate meat for reasons beyond survival. For most of us, it's because we like the taste and we're used to it.

I don't see that as having any stronger of a claim to water consumption than the things we use AI for (fun, getting work done, writing nix/k8s config) much less a claim to many times the amount of water consumption than AI data centers.

lynndotpy
4d ago
While I agree, the "meat is not sustainable" argument is literal, and evidenced in beef prices rising as beef consumption lowers over the past years. Beef is moving along the spectrum from having had been a "staple" to increasingly being a luxury.

The US never gave up eating lobster either, but many here have never had lobster and almost nobody has lobster even once a week. It's a luxury which used to be a staple.

simonw
4d ago
Which is why the comparison in the amount of water usage matters.

Data centers in the USA use less than a fraction of a percent of the water that's used for agriculture.

I'll start worrying about competition with water for food production when that value goes up by a multiple of about 1000.

Aransentin
4d ago
6 replies
Growing almonds uses 1.3 trillion gallons of water annually in California alone.

This is more than 4 times more than all data centers in the US combined, counting both cooling and the water used for generating their electricity.

What has more utility: Californian almonds, or all IT infrastructure in the US times 4?

fmbb
4d ago
7 replies
Depends on what the datacenters are used for.

AI has no utility.

Almonds make marzipan.

simonw
4d ago
3 replies
"AI has no utility" is a pretty wild claim to make in the tail end of 2025.
stavros
4d ago
2 replies
Whenever I see someone say AI has no utility, I'm happy that I don't have to waste time in an argument against someone out of touch with reality.
Aransentin
4d ago
1 reply
I'm more unhappy than happy, as there are plenty of points about the very real bad side of AI that are hurt by such delusional and/or disingenuous arguments.

That is, the topic is not one where I have already picked a side that I'd like to win by any means necessary. It's one where I think there are legitimate tradeoffs, and I want the strongest arguments on both sides to be heard so we get the best possible policies in the end.

stavros
4d ago
I agree, but you can't win against religious people. Better spend your time talking to the rest of us.

The article made a really interesting and coherent argument, for example. That's the kind of discourse around the topic I'd like to see.

emp17344
4d ago
1 reply
If AI is so useful, we should have a ton of data showing an increase in productivity across many fields. GDP should be skyrocketing. We haven’t seen any of this, and every time a study is conducted, it’s determined that AI is modestly useful at best.
stavros
4d ago
I don't need data to know that I use it every day and offload lots of tasks to it.
infecto
4d ago
Still surprised to see so many take this as such a hot claim. Is there hype, absolutely, is there value being driven also absolutely.
BeFlatXIII
4d ago
It's like the smooth brains who still post "lol 6 fingers"
embedding-shape
4d ago
Well, I don't like marzipan, so both are useless? Or maybe different people find uses/utility from different things, what is trash for one person can be life saving for another, or just "better than not having it" (like you and Marzipan it seems).
HumanOstrich
4d ago
AI has no utility _for you_ because you live in this bubble where you are so rabidly against it you will never allow yourself to acknowledge it has non-zero utility.
roywiggins
4d ago
ok in that case you don't need to pick on water in particular, if it has no utility at all then literally any resource use is too much, so why bother insisting that water in particular is a problem? It's pretty energy intensive, eg.
Der_Einzige
4d ago
Activated almonds create funko pops. I’d still take the data centers over the funko pops buying basedboys that almonds causes.
ben_w
4d ago
Marzipan is fun, but useful?

AI is at least as useful as marzipan.

oompydoompy74
4d ago
AI has way more utility than you are claiming and less utility than Sam Altman and the market would like us to believe. It’s okay to have a nuanced take.
LPisGood
4d ago
3 replies
What does it mean to “use” water? In agriculture and in data centers my understanding is that water will go back to the sky and then rain down again. It’s not gone, so at most we’re losing the energy cost to process that water.
kachapopopow
4d ago
1 reply
and water from datacenters goes where...? just disappears?
LPisGood
4d ago
No it’s largely the same situation I think. I was drawing a distinction between agricultural use and maybe some more heavy industrial uses while the water is polluted or otherwise rendered permanently unfit for other uses.
Etherlord87
4d ago
The problem is that you take the water from the ground, and you let it evaporate, and then it returns to... Well to various places, including the ground, but the deeper you take the water from (drinking water can't be taken from the surface, and for technological reasons drinking water is used too) the more time it takes to replenish the aquifer - up to thousands of years!

Of course surface water availability can also be a serious problem.

tux3
4d ago
So with the water used in datacenters. It's just a cooling loop, the output is hot water.
kajika91
4d ago
1 reply
I'll take the almonds any day.
derektank
4d ago
1 reply
Other people might have other preferences. Maybe we could have a price system where people can express their preferences by paying for things with money, providing more money to the product which is in greater demand?
hn_acc1
4d ago
Sure.. Except some people / companies have so much more money, they can demand impractical things and pay above-market rates for them, causing all others to scramble to live day-to-day with the distorted market.

Tried buying a GPU lately?

lynndotpy
4d ago
2 replies
Almonds are pretty cherry picked here as notorious for their high water use. Notably, we're not betting an entire economy and pouring increasing resources into almond production, either. Your example would be even more extreme if you chose crops like the corn used to feed cattle. Feeding cows alone requires 21.2 trillion gallons per year in the US.

The people advocating for sustainable usage of natural resources have already been comparing the utility of different types of agriculture for years.

Comparatively, tofu is efficient to produce in terms of land use, greenhouse gas emissions, and water use, and can be made shelf-stable.

AgentME
4d ago
1 reply
>Almonds are pretty cherry picked here as notorious for their high water use.

If water use was such a dire issue that we needed to start cutting down on high uses of it, then we should absolutely cherry pick the high usages of it and start there. (Or we should just apply a pigouvian tax across all water use, which will naturally affect the biggest consumers of it.)

lynndotpy
15h ago
Yes, that's roughly what I said in my post. If we're doing a controlled economy and triaging for the health of the ecosystem, we'd start with feed for cattle, and almonds wouldn't be much further down on the list.

The contention with AI water use is that something like this is currently happening as local water supplies are being diverted for data-centers.

pixl97
4d ago
>Notably, we're not betting an entire economy and pouring increasing resources into almond production,

Excellent, that means we can save massive amounts of water by stopping almond production in the western US.

didibus
4d ago
1 reply
Aren't Californian almonds like 80% of the world's production?

Is the US AI data-centers producing 80% of the world's IT ?

I ask legitimately, I think that would already make it more apples to apples.

Also if you ask me personally, I'd rather have almonds than cloud AI compute. Imagine a future 100 years from now, we killed the almonds, never to be enjoyed ever again by future generations... Or people don't have cloud AI compute. It's personal, but I'd be more sad that I'd never get to experience the taste of an almond and all the cuisine that comes with it.

squeaky-clean
4d ago
1 reply
> Is the US AI data-centers producing 80% of the world's IT

You've misread it. It's not compared to AI datacenters, it's every type of datacenter, for all types of computing.

In the future scenario you've laid out it wouldn't be cloud AI compute. You wouldn't be able to use HN or send email or pay with a credit card or play video games or stream video.

didibus
4d ago
But the recent complaints are specific about cloud AI compute no? And how it's driving the build out of all these new data-centers?
LevGoldstein
4d ago
People have been sounding the alarm about excessive water diverted to almond farming for many years though, so that doesn't really help the counter-argument.

Example article from a decade ago: https://www.motherjones.com/environment/2015/01/almonds-nuts...

fodkodrasz
4d ago
Water usage largely depends on the context, if the water source is sustainable, and if it is freshwater.

Of course water used up will eventually evaporate, and produce rainfall in the water cycle, but unfortunately at many places "fossil" water is used up, or more water used in an area then the watershed can sustainably support.

This is a constant source of miscommunication about water usage, and that of agriculture also. It is very different to talk about the water needs to raise a cow in eg. Colorado and in Scotish highlands, but this is usually removed from the picture.

The same context should be considered for datacenters.

asdfman123
4d ago
They are making an anti-disruption argument.

I think it's bad though to be against growth, for reasons I've described in another comment.

simianwords
4d ago
who are you to determine the utility? we have the market for it and it has spoken.
dist-epoch
4d ago
That is correct, AI data centers deliver far more utility per unit of water than farm/golf land.
dlord
4d ago
1 reply
simonw
4d ago
1 reply
That BBC story is a great example of what I'm talking about here:

> A small data centre using this type of cooling can use around 25.5 million litres of water per year. [...]

> For the fiscal year 2025, [Microsoft's] Querétaro sites used 40 million litres of water, it added.

> That's still a lot of water. And if you look at overall consumption at the biggest data centre owners then the numbers are huge.

That's not credible reporting because it makes no effort at all to help the reader understand the magnitude of those figures.

"40 million litres of water" is NOT "a lot of water". As far as I can tell that's about the same annual water usage as a 24 acre soybean field.

buellerbueller
4d ago
1 reply
It's a lot of water for AI waifus and videos of Trump shitbombing people who dare oppose him.
lukeschlather
4d ago
It's not a lot of water for AI weather modeling to ensure the soybean crops throughout the country are adequately watered and maximize yield.
ArcHound
4d ago
"As a technologist I want to solve problems effectively (by bringing about the desired, correct result), efficiently (with minimal waste) and without harm (to people or the environment)."

As a businessman, I want to make money. E.g. by automating away technologists and their pesky need for excellence and ethics.

On a less cynical note, I am not sure that selling quality is sustainable in the long term, because then you'd be selling less and earning less. You'd get outcompeted by cheap slop that's acceptable by the general population.

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