a16z
a16z|10月 12, 2026 15:28
http://MakerMaker.AI co-founders Dhaval Adjodah and Owen He with a16z's Martin Casado on recursive self-improvement, and how to tell when it's real: A lot of RSI pitches are really just people using AI to build better AI. Tech has always worked that way. You needed computers to build chips. Steam engines got better once you could get coal faster. Dhaval and Owen's bar is higher. The model has to improve itself: its weights, its harness, even the prompt that tells it what to work on next. And the gains have to hold up when you count what they cost. They track everyone's experiment spend on a "bleeder board," and one engineer, the Viceroy of Variance, has the job of breaking their results. Over the past few months, they've started seeing early signs of their system getting better and cheaper at the same time. 0:55 Why most RSI pitches miss 2:25 Optimizer vs. optimizee 5:10 The RSI equation: performance over cost 6:50 Why a closed loop does not mean takeoff 8:40 Humans are agents inside the system too 9:25 The denominator trap: progress divided by capital raised 11:40 Training GPT-2 for $100 13:40 Most RSI papers fail when replicated 16:40 Why you have to co-optimize 17:40 Why inference is the first problem 20:15 The agent rewrites its own prompt 22:20 "It's not a belief. It's happening." 25:00 Why they haven't published 27:50 Intelligence is a vector and Amdahl's law 29:45 The garden hose theory of RSI YouTube: https://youtu.be/3Q1mdn5ZGvM @makermaker_ai @_dval_ @martin_casado
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