This is good! My main counterarguments:
On the RLVR side I think you neglect the data bottlenecks:
Many tasks in knowledge work, especially those done by senior employees, are deep skills that are in principle learnable via RLVR but have long real-time feedback loops. You can simulate a proxy, but in many cases I think the proxy is quite decorrelated from ground truth. This is one reason why I think we need a continual learning breakthrough, so that models can be deployed into the real-world to “wait out” these long feedback loop tasks and eventually learn from them.
Many tasks in knowledge work are separately RLVR-able in theory but have ambiguous resolution, preventing the construction of effective RL envs right now. These are the “hard to verify” or “fuzzy” tasks described in papers like these: https://arxiv.org/abs/2605.06390 . In this case, models likely need to learn representations over time and experience which match human intuition.
These two types of tasks are why I expect highly jagged economic effects from AI: as you say engineering-type or highly verifiable tasks don’t have these problems so much, but huge swathes of the economy does, which means the TAM is quite lopsided (as we see today with ~60%+ of new revenue added to AI labs coming from coding in 2026).
So overall I prefer a conception of “economy-wide RSI”; we get to a level of capabilities with some breakthroughs in continual learning and forgetting which enable broad deployment of continual learning models into the economy. At this point the speed of further capabilities is governed by data bottlenecks like the types I describe above, as well as compute scale-ups which you’ve analyzed.
From this point, AGI improves over time almost like a collective intelligence (eg a company) improves over time: increasingly bottlenecked by how fast it can act in the world and integrate the outcomes of those actions.
Then on ASI breakthroughs: the model you propose is possible, but there should also be some weight on “hardware lock-in”; it’s plausible to me that an ASI breakthrough is of a form which is an inconvenient fit for the increasingly specialized hardware form factor of GPUs in 2030, thus blunting the compute overhang.
I don’t think belief in ASI necessarily implies belief in all of:
> (a) extremely fast diffusion and societal transformation, (b) a view that all profits accrue maximally to the labs, (c) that the prescriptions advanced in the essay (like expropriations and forced IP diffusion) have minimal impacts on said profits; (d) the claim that you get explosive GDP growth very soon, (e) that ‘de facto’ nationalisation and profit redistribution through UBI is an optimal response.
Or did you mean some other part of his fourth response?
I also don’t think it requires you believe that no comparative advantage for humans post-ASI exists: positional goods are still a thing, a price premium for human-produced goods is very plausible (and positing that it won’t happen is not a question of capabilities).
I think it’s a common move to claim that people with a different conception of a post-ASI trajectory “don’t believe in” ASI, but when digging into it usually they don’t disagree on raw capabilities, just on what those raw capabilities imply the ASI would be able to do in the world.