In short
François Chollet discusses why AI progress should “ride the wave” toward AGI, and argues for a new foundation beyond LLM scaling: symbolic program synthesis and “symbolic descent,” plus the ARK AGI benchmark series (v1–v3) as a barometer of emerging capabilities.
Guest background
François Chollet is founder of the ARK Prize (global competition for the ARC/ARK AGI benchmark) and creator of Keras (released March 2015). He previously worked on deep learning research at Google Brain (e.g., planning/theorem-proving) and has long pushed program synthesis ideas.
Key claims
AGI is “human-level skill acquisition efficiency,” not just automation. Current LLM-era gains come from verifiable reward signals (e.g., code/unit tests) enabling RL post-training loops, not necessarily higher “fluid intelligence.” Future AI should trend toward optimality and more efficient, composable symbolic models; Chollet predicts AGI around early 2030s.
Notable examples
ARC v1 showed low base-model performance until reasoning models (OpenAI o1/o3). ARC v2 saturated via large-scale targeting and verified RL-style loops. ARC v3 measures agentic intelligence: interactive, goal discovery, planning, and execution in new “mini video game” environments with human-level action efficiency requirements.
Written by AI. May contain mistakes. Listen to the episode to check what was said.
Chapters
Tap a time to open that second in VOSetting the Stage for AGI
0:00 to 0:31
Learn about the anticipation of AGI by 2030 and the ongoing AI progress.
“I think we're probably looking at AGI 2030.”
Exploring Endia: A New AI Lab
0:58 to 2:28
Discover Endia, a lab focused on new approaches to AGI and machine learning.
“So Francois, tell us a little bit about India.”
Reinventing Machine Learning
2:28 to 4:23
Understand the concept of symbolic models in machine learning and their advantages.
“building a new learning substrate that's very different from parametric learning, deep learning.”
The Case for Alternative Approaches
4:23 to 5:39
Chollet argues for exploring new pathways in AI research despite current trends.
“So the rest of the industry is just pouring more and more billions of dollars down an approach that was set years ago.”
Surprising Success of Coding Agents
5:39 to 7:50
Discuss the unexpected success of coding agents and their implications for AI.
“And I think in general, like among listeners, if you have a big idea and it has very low chance of success, but if it works, it's going to be big and no one else is going to be working on it, right?”
Defining AGI: Intelligence vs. Automation
7:50 to 10:10
Explore the nuanced definitions of AGI and its implications for AI development.
“I mean, writing essays is, you know, the typical example of a domain that's not verifiable.”
Challenges and Future of AI
10:10 to 14:00
Discuss the challenges faced in achieving true AGI and the future of AI technologies.
“So meaning it's going to need basically the same amount of training data and training computes as a human would, which is very little.”
Gradient Descent Challenges
14:00 to 15:00
Learn about the limitations of gradient descent in machine learning.
“first-order logic problems, theorem proving, and so on.”
Benchmarking for AI Models
15:00 to 16:20
Discover the need for new benchmarks to assess AI reasoning.
“And also, I think models today, they're a lot more compressive after data, which is why they generalize better.”
Evolution of Arc and AI Reasoning
16:20 to 17:20
Explore the development of the Arc benchmarks and their significance.
“And about one year later, I had made 1 ,000 tasks.”
Show all 27 chapters
Performance Metrics of AI Models
17:20 to 18:50
Understand how performance metrics reflect the capabilities of AI models.
“If it's too hard, people are just going to dismiss it.”
Agentic Coding and New Paradigms
18:50 to 20:00
Learn about the emergence of agentic coding in AI development.
“And so with reasoning models, you start seeing this sudden step function change on Arc1.”
Post-Training Techniques in AI
20:00 to 21:20
Discover the impact of post-training techniques on AI performance.
“And what happened is that the earliest reasoning models started very, very low on Arc 2.”
Harnessing for AI Task Automation
21:20 to 22:50
Explore how harnessing can automate tasks and improve AI efficiency.
“And then you try to solve them using, let's say, program induction, for instance, still using your reasoning model.”
Introducing Arc V3 and Agentic Intelligence
26:03 to 28:01
Understand the goals of Arc V3 in measuring agentic intelligence.
“So if you look at V1, V2, it was really focusing on your ability to produce causal models of a pattern that was just given to you, like the data was given to you.”
Exploring Game Design and AGI
28:01 to 29:48
Learn about the unique game environments created to test AGI's fluid intelligence.
“At first you just see this screen and you have these keys available, but you know what they do.”
Differences in Training and Evaluation
29:49 to 34:30
Understand how ARK 3 diverges from traditional gaming models in AI training.
“Each game takes you maybe 10 minutes or a bit less to play from scratch, like upon first contact.”
The Nature of Knowledge and Learning
34:31 to 38:20
Discover the relationship between knowledge bases and fluid intelligence in AI.
“plan towards these goals, and eventually crack the game.”
Human Learning versus AI Program Synthesis
38:21 to 41:18
Explore the distinctions and parallels between human learning and AI program synthesis.
“When you're looking at a hard problem, it's actually harder to produce a short, elegant, concise solution than a messy, over-engineered solution.”
Founding Story of India and Symbolic Learning
41:19 to 42:01
Hear about the early days of India and the vision of symbolic program synthesis.
“We're describing our surroundings in our mind as a set of objects and agents and narrations between objects that are fundamentally symbolic and causal in nature.”
Foundations of Symbolic Learning
42:01 to 43:38
Learn about the initial steps taken in developing a symbolic learning approach.
“What did the day one look like and maybe for just people who are interested in starting these alternative approaches who don't have sort of a researchy background, how should they think about that?”
ARC Benchmark Series Explained
43:38 to 45:38
Discover the purpose and evolution of the ARC AGI benchmark series.
“You want to build reusable foundations and then the next layer and then the next layer.”
Exploring Alternative AI Approaches
45:38 to 47:31
Delve into various alternative approaches to AI beyond mainstream methods.
“If you had to put a guess, I mean, years, decades, months.”
Advice for Aspiring AI Researchers
47:31 to 49:59
Get insights on how aspiring researchers can navigate the AI landscape.
“you know, current frontiers are a stack of things and you can take any layer in the stack and try to propose an alternative.”
Building and Maintaining Open Source Projects
49:59 to 52:16
Learn effective strategies for starting and maintaining an open-source AI project.
“that has a tremendous amount of potential, but not too many people are looking into scaling it up deeply.”
Embracing AI Progress for Empowerment
52:16 to 56:00
Understand how to leverage AI advancements for personal and professional growth.
“Do you have any advice for me starting a open source project, things to do, things not to do in the AI space?”
Leveraging AI for Personal Empowerment
56:00 to 57:04
Learn how to effectively use AI as a tool for personal and professional growth.
“And my take is actually, you know, the more you know, the more expertise you have about things like programming, for instance, the better you're able to use and leverage these tools for your own benefit.”
Transcript
Automatic transcript. May contain errors.0:00I think we're probably looking at AGI 2030. Around the time that we're going to be releasing, like maybe ARC 6 or ARC 7, you're not going to stop AI progress. I think it's too late for that. And so the next question is, okay, like AI progress is here. It's actually going to keep accelerating. How do you make use of it? How do you leverage? How do you ride the wave? That's the question to ask.
0:30Today, we're lucky to be joined by Francois Chollet, founder of the ARK Prize, a global competition to solve the ARK AGI benchmark. His latest project is Endia, a lab exploring a new paradigm in frontier AI research. Francois is one of the best people in the world to help us understand the current AI moment and where all of this is going. Francois, thank you so much for joining us today and congrats on the launch of ARK AGI v3. Thanks so much for having me. I'm super excited to be here. Super exciting time to talk about AI. So Francois, tell us a little bit about India. So what exactly is it and what are you guys trying to achieve?
1:08Right. So India is this new AGI research lab, and we are trying some very different ideas. And so our goal is basically to build this new branch of machine learning that will be much closer to optimal, unlike deep learning. All of us right now are sort of taken by what's going on with code. I have sort of this viral moment right now where I got to 40 ,000 stars this morning on GStack. So it's like, oh, this is an open source project that now is one of the biggest ones. And I have more than 100 PRs from contributors to deal with. I guess you're one of the best people to talk to about this because you're actually literally coming up with something that is a totally different pathway.
1:51That's right. That's right. So what we're doing at India is we're doing program synthesis research. And when I talk about program synthesis, often people ask me, oh, so are you doing like Cogen? Are you building an alternative to coding agents? And it's actually not at all what we are doing. We are working at a much, much more, much lower level than that. What you're actually doing is that you are trying to build a new branch of machine learning, an alternative to deep learning itself rather than like coding agents. Coding agents are like this very, very high level, last layer piece of the stack.
2:23and we're actually trying to rebuild the whole stack on top of different foundations. So we're building a new learning substrate that's very different from parametric learning, deep learning. So if you go back to the problem of machine learning, you have some input data, some target data, and you're trying to find a function that will map the inputs to the targets that will hopefully generalize to new inputs. And if you're doing deep learning, what you're doing is that you have this parametric curve that serves as your function, as your model, and you're trying to fit the parameters of the curve via gradient descent.
3:01This is basically what we are doing, except we are replacing the parametric curve with a symbolic model that is meant to be as small as possible. It's like the simplest possible model to explain the data, to model what's going on. Of course, if you're doing that, you cannot apply gradient descent anymore. We are building something that we call symbolic descent, which is like the symbolic space equivalent of gradient descent. The idea is to build this new machine learning engine that's giving you extremely concise symbolic models of the data you're feeding into it, and then we're going to make it scale.
3:41So everything you're doing with machine learning today, with parametric curves, we should be able to do it with symbolic models in the future in a way that will be much, much closer to optimality. Much closer to optimality in the sense that you're going to need much less data to obtain the models. The models are going to run much more efficiently at inference time because they're going to be so small. And because they're so small, they will also generalize much better and compose much better. You know the minimum description length principle that the model of the data that is most likely to generalize is the shortest.
4:17And I think you cannot find a model like this if you're doing parametric learning. You need to try somebody's learning. That's fascinating. So the rest of the industry is just pouring more and more billions of dollars down an approach that was set years ago. Can you help make the case for why you think that it's the right thing to explore alternate approaches instead of just to keep putting more money into the current approach? I mean, everybody is building onto the LLM stack these days, which makes sense because the returns are there, like it's actually working. So it would seem very sensible for everybody to just be doing what seems to be the currently most proactive path.
4:56But Artex, actually, it's counterproductive to have everybody working on the same thing. Like, I personally don't think that machine learning or AI in 50 years is still going to be built on this stack. I think this is a stack that is very nice. Maybe it even gets us to AGI, but it's not as efficient as it should be. I think it's inevitable that the world of AI will trend over time towards optimality. And so I'm trying to leapfrog directly to optimality, to build the foundations of optimal AI today. But in general, our vision is very ambitious. And I'm not saying that we're going to be successful.
5:35or like we have maybe a 10 or 15 % chance of success. But that is enough that it's worth trying, right? And I think in general, like among listeners, if you have a big idea and it has very low chance of success, but if it works, it's going to be big and no one else is going to be working on it, right? It's not something popular. It's not something, if you don't do it, no one else will do it. And this is basically our situation. If you're in this situation, then you should try a chance. You know, you should go and work on it. I mean, that's almost like the mission statement of Y Combinator, the thing that you just said.
6:08Yeah. Yeah. The reason it's important is that, again, if we don't do it, no one else will do it. Right. So it's worth trying. Even if we don't succeed, it's worth trying. Has the success, well, very specifically of the coding agents, I guess, built on top of the LLM stack, like, has their success surprised you at all? And in particular, like, say, over the last six months or so? Yeah, absolutely. I think it has surprised many people. It definitely did surprise me. If you look at why everything is starting to work so well with coding agents, it's really because code provides you with a verifiable reward signal.
6:39And I think right now we're in this situation where any problem where the solutions you propose can be formally verified and you can actually trust the reward signal. It's not just some guess made by a model. Any domain like this can be fully automated with current technology, with the LMP stack. And code is sort of like the first domain to fall, but there will be many others in the future. I think mathematics is also primed to see a revolution in the next few years for the same reasons, again, because the domain just gives you verifiable rewards. I guess the challenge for a formally verified domain is you have to somehow take a domain and make it verifiable, which is the trick.
7:21François Chollet:I mean, code is very natural. you could test, there's bugs, compiles, et cetera, and mathematics as well, whether all the theorems and proofs work out. I guess if it becomes more nebulous when you go a couple degrees off, where there are fields that are not naturally formally verified, and you need to come with a, again, with some sort of a function to come up with that reward that makes it verifiable. Yeah, yeah. With very fuzzy things like, let's say, English language and composing the perfect essay, how do you make that formally verifiable? Yeah, yeah, absolutely. I mean, writing essays is, you know, the typical example of a domain that's not verifiable.
8:02And so what you're going to see is that progress of reasoning models and base LLMs on this type of domain is, you know, is going to be very slow. Because the stack we're using, like the LLM stack, is very, very reliant on its string data. It's basically just operationalizing the trained data. And for writing answers, the trained data is coming from human experts, like annotating answers. And that's costly. So you're going to see this very, very slow progress. Maybe it's even going to stall. But for any very favorable domain, like tech code, for instance, which was the big unlock, is when people started creating this code-based training environment for post-training, where the reward signal, the verification signal, is provided by things like unit tests and so on.
8:50And so that means that the model was not just working from human-provided annotations. It was actually trying its own things, verifying the answer, and generating a lot, lot more string data in the process, a much denser coverage of the problem space. And not just coverage in terms of like, is the answer right or wrong, but also starting to build models of the execution traces, right? So that the models could start incorporating an execution model. Very much the way that human programmers, you know, when they look at code, they're sort of like executing the code in their minds. They keep track of the value of variables and so on.
9:28It's also what the models are trying to do now, and this is why it's working so well. And it's possible because you're working with this very formal, fully verifiable environment. You cannot do that with assess. You cannot do that with, you know, now. many other problems.
9:41François Chollet:I think I really like how you define intelligence and how to measure it, which brings to the question of also sharing, having you share the history of ArcGGI. Yeah. So my definition of general intelligence, you know, many people around the industry these days, they say AGI is going to be a system that can automate most economically valuable tasks. And to me, that definition is about automation. It's not about intelligence. It's not about general intelligence. So my definition is AGI is basically going to be a system that can approach any new problem, any new task, any new domain, and make sense of it, like model it, become competent at it with the same degree of efficiency as a human could.
10:31So meaning it's going to need basically the same amount of training data and training computes as a human would, which is very little. Humans are really, really data efficient. So general intelligence is human level skill acquisition efficiency on the same scope of tasks that humans could potentially learn to do. Do you think it's possible that we will accomplish the first definition of AGI, the automate most economically useful work, before we accomplish your definition? Absolutely. I think that's a trajectory that we're on right now. And I think it's already true that, in principle, current technology can fully automate at human level or beyond any domain where you have verifiable rewards.
11:14Right. And code being the first one. And I think figuring out the AGR, figuring out like human level, you know, learning efficiency over arbitrary tasks, that's probably going to take a different sort of technology, a different mindset, a different approach. Do you think that LMS can be bent to have the same sample efficiency as humans? Or do you think it's like fundamentally just impossible and we need a new approach? And that's the thing that you're hoping to solve. With enough compute, everything starts looking like everything else. Every computer is a great equalizer. Every approach starts looking the same.
11:48And I think it's possible in principle to build something that looks a lot like a GI on top of the LLM stack. But it's not going to be LLMs per se. It's going to be this new layer. Perhaps it's going to be even a few layers above, not just one layer above, but a few layers above. But you can build it on top of LLMs because LLMs are a kind of computer. I do believe, however, this would be the wrong thing to do because it would be very inefficient. I think AI research will have to trend towards not just efficiency, but in fact, optimality over time. And for this reason, future AI in a few decades, it's not going to be this harness on top of a reasoning model on top of a basal alum.
12:32It's going to be much, much lower than that. To Diana's question, do you want to talk about how you actually designed ArcGGI and why it's a good barometer of that? I mean, you know, I've been doing deep learning for a very, very long time. And initially, my take, my mindset was that deep learning was going to be able to do everything.
12:50François Chollet:You were the creator of Keras before even all the other frameworks became very popular. That's right. That's right. I was trying deep learning model for natural language processing, in fact, in 2014. and from that work, you know, I actually started developing this open source library, which I released, in fact, exactly 11 years ago, March 2015. So that was Keras. And then it got popular and then I ended up sort of like doing less of the research that I had started Keras for and more working on the framework itself just because it does really good product market fit. And so my take around that time, around like 2015, 2016, was that deep learning was extremely general, that you could do everything with deep learning, that you didn't need anything else.
13:38It was too incomplete. So my take was basically deep learning was differentiable programming. So anything you would do with software, you could in principle train a deep learning model on the right inputs and outputs to do the same thing. In 2016, I was doing research at Google Brain on trying to train deep planning models to help with reasoning problems, in particular, first-order logic problems, theorem proving, and so on. I started finding that you could not really get gradient descent to encode sort of like Cuisinink style algorithms. It was not because the models could not represent these algorithms.
14:25It was because gradient descent could not find them. So the problem was that it wasn't about deep learning not being trained complete or anything like that. That was not the problem. The problem was gradient descent. Right? Gradient descent would not find generalizable programs. It would instead end up doing overfit pattern matching over sequences of input tokens. I guess people could argue that's what's happening. I mean, the situation is happening today in a slightly higher level version of that.
14:57François Chollet:It's with a lot of data, so it doesn't feel like overfitting because the data has a lot more distribution. Yeah, with a lot more data. And also, I think models today, they're a lot more compressive after data, which is why they generalize better. All models are wrong, but some models are useful. And then I guess what I'm hearing is like your method might find the right model. That's right. That's where the idea came from. And I was like, you know, at the time back in 2016, 2017, I was like, okay, we're going to need a benchmark to capture these ideas. We're going to need a program synthesis benchmark.
15:32And my mental model for that was ImageNet. I was like, oh, I'm going to make the ImageNet of reasoning. So I started brainstorming a few ideas around like 20s, 2017. I explored many different things. I tried working with in particular cellular automata, like a setup where you show a model cellular automata outputs and it must recreate the program that generated them, like that sort of thing. And eventually I settled on the ArcGIS format around like early 2018. I was doing this on the side. It was a side project. My main project was developing Keras at Google. I wasn't moving very, very fast on that.
16:13So summer of 2018, I wrote the Arc Task Editor, and then I started just making lots of tasks by hand. And about one year later, I had made 1 ,000 tasks. And so I wrote up the paper that was explaining what this was about, what the big idea was, like intelligence as skill acquisition efficiency. and I published all of that in 2019.
16:36François Chollet:In parallel, GPT-3 2020 was coming out and starting to show signs until the chat GPT moment around 2022, end of the year. And the industry took off with that. And this was one of the bench work that was really performing really badly. And it was very obscure. I don't think many people knew about it. It was mostly niche research communities that maybe read your paper. Yeah, people who worked on programs this year knew about it. But a lot of people who worked on deep learning, on scaling up LLMs, stayed in really care for it. And part of the reason why is because LLMs did not work well at all on the benchmark.
17:14For a benchmark to capture the attention of the research community, it needs to start working a little. If it's too hard, people are just going to dismiss it. You're just ahead of your time, clearly, because we're not on Arc AGI 1 anymore. And then 2 is reaching saturation. And then 3 is out now. Yes.
17:36François Chollet:And I think the cool thing about Arc AGI, it has been a very good barometer for the industry of the big changes that happen. Because V1 was not working at all for a long time until 2025 when reasoning models came out, right? Yeah, absolutely. If you look at frontier performance on ARC V1 first and then V2, so basal alarms were scoring extremely low on V1, like sub 10%, basically. And, I mean, it was true of the original ARC GPT-3, which was scoring zero. But that's even true of the latest basal alarms today, you know, as of March 2006. Without reasoning. Without reasoning. Without reasoning, yeah.
18:20So the base models. So performance of basal lamps on V1 stayed very, very low, even though in the meantime, you know, we had scaled up these models by 50 ,000x, right? So it was really telling you that, you know, more scale, scaling up pre-training alone was not going to crack the benchmark. This was not enough to demonstrate that the model had fluid intelligence. And then the moment models started performing well on ARK1 was with the first reasoning models. in particular the OpenAI 01 and then 03 models, which by the way, they were demonstrated by OpenAI on Arc because it was the one unsaturated reasoning benchmark that was really showing that this model was different, that had new capabilities that we had not seen before.
19:07And so with reasoning models, you start seeing this sudden step function change on Arc1. And so Arc1 was really the benchmark that signaled that at this moment in time, something was happening. Something big. Yes, something big, like new capabilities were emerging. Like reasoning was new and different. And it was actually not obvious at the time. Like, you know, I don't know if you remember when O3 preview was announced by OpenAI.
19:36François Chollet:That was end of 2024, actually. Yeah, December 2024. And like, sure, it was like a huge step function progress on Arc, but it was very expensive. It didn't actually have product market fit, effectively. But if you looked at Arc results, you knew that this was big and important. And then we released Arc 2, which was the same format, but more difficult, like with more composition at the level of the reasoning chains. And what happened is that the earliest reasoning models started very, very low on Arc 2. And then around the same time as coding agents started working. Just last year. Yeah. So very, very recently, just a few months ago, you saw this very, very fast saturation of Arc2.
20:24And so again, like, Arc2 signaled that, yes, there was this new set of capabilities emerging. So I think the benchmark did a really good job at capturing the advent of reasoning models and then the advent of agentic coding. Like this new paradigm where if you have verifiable rewards, then you can basically fully automate the domain, which by the way is through of Arc. Like Arc does provide a very favorable reward. I guess for V2, what caused the, so one was clearly reasoning to a benchmark doesn't care how you solve it. I guess embedded in what you said, like were people using code gen to then solve?
21:01That's right. So not necessarily code gen per se, but the Frontier Labs have been targeting Arc V2. and the progress you saw on ArcV2 is actually a result of this very, very large-scale targeting. So what you can do to solve ArcV2 is you ask your reasoning model to make more tasks like those in the benchmark. And then you try to solve them using, let's say, program induction, for instance, still using your reasoning model. Then you verify the solution. Again, it's very fireball, so you can trust the answer. And then you fine-tune the model on the successful reasoning chains. And then you keep repeating, like you generate new tasks, you solve them, you verify the solution, you fine-tune the model on the reasoning chains.
21:48And you can keep doing this millions of times, right? Like, you just need to spend more money. This is the RL loop that is happening. Yeah, exactly. And the new paradigm in AI is basically that any domain where this is true, where you have the ability to generate these true verification signals, you can run this kind of loop. If you can run this kind of loop, you can mine, you can brute force mine effectively the entire space and get extremely high performance. This is basically the process through which ARK2 was saturated. So what it tells you is that it's not so much that the models have higher fluid intelligence than they did with the first freezing models.
22:27It's just that you have this new paradigm of post-training. And this is exactly what led to agentic coding. So it does matter. It is valuable. It is useful. It's not that the models are smarter. It's that they're suddenly more useful. And it's possible to be more useful in particular domains without being smarter. Yeah, absolutely. Clearly, because that means good things for me. I'm not getting any smarter right now at age 45, but I can learn how to do things. And that's sort of what's happening with the models as of late. Yeah, absolutely. When it comes to competency, there's always a trade-off between intelligence and knowledge.
23:06If you have more knowledge, if you have better training, you need less intelligence to be competent. And that's exactly what happened with the rise of coding agents, right? The models don't have higher fluid intelligence per se. They don't have a higher IQ, so to speak. It's just that they're way better trained. And they're way better trained in two ways. So they're not just trying to complete code anymore. They're actually trained via trial and error in these RL posturing environments with true reward signals. And also they're trained to embed this model of code execution, right? Where they learn to keep track of the value of variables over an execution cycle.
23:49And that's what's leading to this extremely strong product market phase of urgent coding today. It's completely changing software engineering.
23:57François Chollet:This happened not too long ago, the saturation. We actually had the founders of Poetic that came and spoke about the approach, which is really, sounds like this new way of getting LMS to perform is building this agent hardness, right? And the hardness is basically structuring a problem domain into something that can be formally verified. And they did that basically for Arc v2, which when they released it, they were at the top of the benchmark. But then the crazy thing is I actually worked with a company in the winter 26 batch not too long ago called Confluence Lab, which actually ended up saturating the V2 results with 97%.
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24:37François Chollet:And I think their task cost was a lot more efficient too. And that approach they basically took is similar to this. I think they built the harnesses on top of it in order to get the LLMs to go and build different tasks and program through it. Which then, for me, I was like, wow, is this batch? During the batch, they only worked on it for a couple of months and they were able to saturate the benchmark that has been around for a long time. It's like something special is happening. Yeah, yeah. There's a lot of progress right now that's driven by custom harnesses around the task. And the harness is basically a way for the human programmer to input into the model, like higher level solution strategies, basically.
25:23I mean, to me, the fact that you need humans to engineer these harnesses is also a sign that we're short of AGI today. Because if we had AGI, you know, AGI would just make its own harness. It would not need to be told how to solve a problem. It would just figure it out. But it is very effective. Like harnesses, I don't think they get us closer to HGI in any sense. But it's a very valuable area of research because that can lead to task automation at scale. YC's next batch is now taking applications. Got a startup in you? Apply at ycombinator.com slash apply. It's never too early and filling out the app will level up your idea.
26:00Okay, back to the video.
26:02François Chollet:Can you tell us about then what V3 is going to measure that's just got released? Yeah, absolutely. So if you look at V1, V2, it was really focusing on your ability to produce causal models of a pattern that was just given to you, like the data was given to you. So it was static, it was passive and really focused on modeling. And V3, it's completely different. We are trying to measure agentic intelligence. So it's interactive, it's active, like the data is not provided to you, you must go get it. The idea is that your agent is dropped into a new environment, which is kind of like a mini video game.
26:44And it's not provided any instructions. It's not told what to do. It's not told what the goal even is or what the controls even are. And it must figure out everything on its own via trial and error. So we are not just measuring the AI's ability to model its environment. we're also looking at its exploration efficiency, its ability to acquire goals on its own, like goal setting, and of course its ability to plan through the model of the environment that's created and to execute the plan. And so together, all of these abilities, we call that agentic intelligence. And we are looking for AI systems that could learn to play these games and crack them with the same degree of action efficiency as a human.
27:35If you look at the human, they are dropped into this new environment. They try a few things. They start understanding how things work. They can solve the environment in a few hundreds to thousands of actions. We're trying to look for AI systems that could match this efficiency. And by the way, we know that all of these test environments in Arc3 are solvable by humans with no prior training because we actually tested them on regular people. Yeah. At first you just see this screen and you have these keys available, but you know what they do. And you must figure out everything from scratch. And humans are really good at that, by the way.
28:12They're really good at exploring efficiently, making sense of something new and eventually cracking the game. And frontier models today, they are not very good at it. If the reasoning models cracked v1 and the reinforcement learning environments cracked v2, Do we need a new advance to crack v3? Do even the best techniques currently not work? Yeah, I'm pretty curious to see how Frontier Labs are going to react to v3 and how they're going to start to target it. It is designed to be more resistant to the same kind of targeting strategy as what we saw for v2 in particular. Of course, you can try to just make more Arc3-like games and then train your agents in them.
28:57But the thing is, we've deliberately tried to create a private set of environments that is significantly different from the public set. You can look at the public set, which is not actually giving you that much information about what's in the private set. In the private set, you will have very different games with very different concepts. And also, the public set is meant to be substantially easier. So your performance on the public set is not representative of how well the system will do on the private set. So for this reason, it's going to be harder to target. And that makes it a better test of fluid intelligence as opposed to a test of how much effort you put into cracking it.
29:35I'm so curious. How do you come up with these games? They're so creative. Yeah, we set up an entire video game studio to create them. So we got over 250 games. And they're pretty quick to play. Each game takes you maybe 10 minutes or a bit less to play from scratch, like upon first contact. And we have like 250 plus. And we set up this very productive game studio where we had any given week, we had multiple games in progress. We had like this pipeline, including design, implementation, review, human testing, and many iteration cycles to make sure that the game comes out right. Who's working in the studio?
30:20Right. Who are the creators? Yeah, we hired a team of game developers and we built our own game engine. Wow. So it's actually people who previously worked in the game, in the video game industry. That's right. That's right. So one thing to be in mind, though, is that the games in Ark 3 are unique, right? They're trying to not borrow elements, concepts from previous video games. They're built entirely on top of core knowledge priors, like things like just, you know, elementary knowledge, like basic physics, understanding of objects, understanding of the notion of agents, for instance, like an agent in objects with goals and intentions.
31:01But we are not incorporating any language, any cultural symbols like arrows, for instance, or the color green meaning go and color red meaning stop, that sort of thing. There's no external knowledge that's involved in these games.
31:17François Chollet:It's like one of those IQ tests that are just pattern matching, but now it has time series. Yeah. It's not just time series. It's interactive. You must create your own path through game space, right? You must, you know, in an IQ test like problem, like, you know, what Arc 1 and 2 is, the data that you must model is provided to you. You already have the data. You just need to find the causal rule to explain it. With Arc 3, you actually must gather the data. and you must do so efficiently. Like, of course, you could say, well, I'm just going to, you know, brute force mine the space of every possible game state, and then I find the solution.
31:56You cannot do that because if you try to do that, you would score extremely low, even if you manage to solve the level. Because you're scored on your efficiency, you must match human-level efficiency. It's funny. It's like almost coming full circle. This level of AGI with games sort of is the match pair to OpenAI writing. I mean, you know, Tom Brown, one of the co-founders of Anthropic, had to write like the harness code to allow like, you know, pre-GPT AI at OpenAI to play StarCraft. Yeah, yeah. OpenAI worked on, in particular, on Dota 2. The OpenAI 5 model, which was, if I recall correctly, so this was like not just pre-GPT, but mostly pre-Transformers because they were working with a stack of LSTM.
32:44Yeah. Layers, if I recall correctly. And even before Pennyi, DeepMine worked a lot on video game, solving video games via DeepIsle. And they were the first to do Atari games, right, back in 2013. They were very, very early, very visionary in that sense to work on this problem so early with these methods, which are still very modern methods. So the big difference is that if you look at Atari games, for instance, or even Dota, you're training on the same environment as what you use for testing. So effectively, you're just trying to memorize the best strategies. You're trying to, at training time, explore the full space of possible game states and productionize, operationalize that knowledge into the model.
33:38And then at inference time, you're basically just recalling that knowledge. and that's explicitly what you're trying to avoid with ARK 3. You're not playing games that you've seen before. You're not playing games that you've been trained on like for millions of hours, like the OpenAI 5 model, for instance, was playing a restricted version of Dota 2 and it was trained on like tens of thousands of hours of gameplay, effectively. I think maybe in millions, but it's just an insane amount of trained data. With ARK 3, you're being evaluated on games that you're seeing for the very first time. And every action you spend exploring is counted towards your efficiency score, right?
34:19So you're really focused on measuring fluid intelligence, your ability to efficiently explore, efficiently produce a world model of the environment and then use this model to infer goals, plan towards these goals, and eventually crack the game. One of the arguments for India is that you're able to do all of the intelligent tasks for, you know, an ARC task might be like 0.3 cents for an ARC task, but, you know, for the same task on a foundation model with LLMs, it's, you know, a dollar to$10. And then there's this other aspect that we've been tracking where it seems like more and more intelligence, at least on the LLM side, can be distilled down into smaller and smaller models.
35:07And so on the one hand, like they're scaling up, but then they're like distilling smarter and smarter small models. I guess your approach might indicate that it's not billions of parameters. Like the, you know, NDIA achieving AGI might not be, you know, sort of inherently a scale thing at all. There's a platonic ideal of the NDIA model that achieves AGI. Yeah. Do you ever think about it in terms of like, well, it would fit on a floppy disk? Well, okay, there are two things to separate. There's the sort of like fluid intelligence engine. I think it's going to be a very, very small code race and a very small set of models that's suited with it.
35:47And it's probably going to be on the order of megabytes, right? And then you have the knowledge base, so to speak, that's going to be layered below this fluid intelligence engine. like, you know, fluid intelligence has to draw on some knowledge, and that knowledge is going to take up a lot more space. I think it's important to differentiate the two. I do believe that, you know, when you create a GI, retrospectively it will turn out that it's a code base that's less than 10 ,000 lines of code, and that if you had known about it back in the 1980s, you could have done a GI back then, using the computer resources available back then.
36:28Wow, that's a crazy prediction. I think retrospectively this will turn out to be true. Wow. So it was just like hiding under our noses in plain sight for like 40 years. It took us like 40 years to figure it out. Yeah, that's right. That's right. Well, that second thing sounds like Douglas Lenat's like psych project, or is that the wrong way to think about it? It's like there's sort of knowledge about the world. Yeah. And then there's methods. Like the program, what I hear is like the program might be 10 ,000 lines and then it operates on like... On knowledge base, it's very large. So the problem with Psyche, I mean, there were many issues with it, but one of the big issues is that there was no learning involved.
37:04Yeah, it's just the knowledge. The knowledge was encrafted. It was like purely symbolic knowledge and it was probably inaccurate. The way you want to be building a GI is that you want to be removing humans from the improvement loop as much as possible. You don't want a system where every improvement in system capability has to involve a human engineer doing something. And it's actually the strength of deep learning and foundation models is that you can just scale up the knowledge base. Like an LLM is effectively a knowledge base. It's a bank of, you know, modular vector programs that map patterns of input tokens to patterns of output tokens.
37:43And you can scale up that knowledge base by just adding training data and training compute with no further human involvement. I mean, of course, there's still a little bit of human involvement in making sure the training job completes, but it's minor. You've managed to remove humans from this improvement as much as possible. And that's also what we want for our system. We want a system that's self-improving, where the improvements are compounding, meaning that every time the system increases its capabilities, it's also increasing the rate at which it increases its capabilities. I think this is a PG-ism.
38:17It's like, I'm sorry the essay is so long. If I had more time, I would make it shorter. Yeah. When you're looking at a hard problem, it's actually harder to produce a short, elegant, concise solution than a messy, over-engineered solution. Yeah, you can brute force it, but the more elegant version is very, very short. That's kind of like what you said with how this might come about. Yeah, this is literally the shape of the type of AI approach we are creating. And I think this is also the shape of science itself. science is fundamentally a symbolic compression process where you're looking at a big mess of observations, like the position of planets in the sky or something like that, and you're compressing that down to a very simple symbolic rule.
39:07You're saying, yeah, all these thousands of observations are actually just all this one simple equation. That's symbolic compression. And to do this, by the way, you need the model to be symbolic. You could not fit a curve and say, well, that curve is my model. That would never be optimal. It would never be concise or elegant enough. And that's not what science is doing. Science is not about curve-fitting. Science is about finding the equation, finding the most compressive symbolic model of your pile of observation. And that's the process that you are trying to recreate in software form. You could say that the NDA approach to program synthesis is that we are building science incarnate, science, the scientific method in algorithmic form.
39:51I'm curious if you compare it to biology. Clearly, LLMs don't learn the way that humans do because no baby reads the whole internet. Do you think program synthesis is closer to the way that humans learn? Or do you think that's yet a third branch where even if program synthesis is correct, there will be some yet as undiscovered third way to do it, which is the thing that we do. I think so. I do think humans do some amount of program synthesis. I think the way humans learn and the way the human mind works is very messy. It's not like there's one simple, elegant principle behind it all. It's an implementation of fundamental principles, the fundamental principles of intelligence, which I think we can identify these principles and re-implement intelligence from scratch, from first principles, in a way it will be much more efficient than the human brain.
40:44I think the human brain is messy and it can be a good source of inspiration for AI, but I think it would be counterproductive to just try to observe it and re-implement it and make it biologically plausible. I think that's counterproductive. It's not what we're trying to do at NDA. We're only trying to find what are the first principles of intelligence and what is the system that would best implement them. But yeah, I do believe the human mind does at the highest level something that looks a lot like program cities. We're currently building causal models of our surroundings. We're describing our surroundings in our mind as a set of objects and agents and narrations between objects that are fundamentally symbolic and causal in nature.
41:32This is exactly the process that lets us generalize so well and adapt so well to novelty on the fly. I'm curious about India, the company, and as you're building it, we've all here heard of the OpenAI founding story, and something that's always struck with me is just like both Sam and Greg say that it was a little odd in the early days because they didn't actually know what to do. It's sort of just like a bunch of people hanging out in an apartment. I would love to hear kind of what's that been like for India? What did the day one look like and maybe for just people who are interested in starting these alternative approaches who don't have sort of a researchy background, how should they think about that?
42:11Yeah, so we started on day one with the symbolic learning vision. We basically knew that we wanted to do symbolic program synthesis that we wanted to create a new approach to machine learning where you replace parametric curves with the shortest possible symbolic models. And then the big question was, okay, so how do we find these models? We started from the base idea, which is still the idea that we are following today, which is that we are going to do deep learning guided program search. You have a symbolic search space to explore and it's big. It's in fact a combinatorial role. You're not going to make progress if you just use brute force.
42:52It's not going to scale. You have to break the combinatorial role and the way do it is to add deep learning guidance. It's actually very similar to the principles that underlies something like AlphaGo or AlphaZero. That was our starting point. We also didn't have very clear ideas about how to build it. We tried many different things. We tried many different ideas. It took us half a year, roughly, to get to good foundations where we could start building a system that compounds. And I think that's what's really important when doing a lab like this, that you don't want to be in a situation where you're constantly trying something new.
43:32It's not reusing any learnings, any findings from the previous approaches. You want a compounding stack. You want to build reusable foundations and then the next layer and then the next layer. And of course, you want to be building onto the right foundation. So don't commit to the foundation layer too early, but also make sure that at some point you're building this compounding structure. And that's the situation that we're in now. Is ARC 3 the end, or will there be an ARC 4, 5, 6? Can you keep making it harder? Yeah, yeah. I think there will absolutely be ARC 4 and ARC 5. I mean, we're currently planning ARC 5.
44:11The point of the ARC AGI benchmark series is not to say that, well, you know, here's this test. If you pass it, this is AGI. Instead, what we're trying to do is we're targeting the residual gap of fair capabilities. Like Frontier is advancing and we're saying, well, if you compare it to human abilities, there's all these tasks, all these things. It's now doing well. So we're going to create a benchmark to target that. And so it's a moving target, right? It's not fixed points, it's a moving target. There will be ARC 4, which will be in the spirit of ARC 3, but more focused on continual learning and curriculum learning at longer timescales.
44:53So you're going to have fewer games, but they're going to have way more levels. And the levels are going to be compounding, meaning that for each level, you need to reuse stuff that you've learned before. And then that's going to be ARC 5. And I'm actually really, really excited with ARC 5. It's very, very new and different. It's all about invention. And I mean, you will see what that means. Eventually, I expect we will run out of things to test. Like as we get closer to AGI, eventually there will be no measurable difference between human capabilities and particular human learning efficiency and frontier AI.
45:30And when that happens, when it becomes effectively impossible to measure the gap, this is the AGI moment. Well, then the machines will take over and then they will create Arc ASI 1. and then it'll continue from there. If you had to put a guess, I mean, years, decades, months. My timeline to HDR, if you just try to extrapolate from the current rate of progress and the amount of investment that's going into not just the LLM stack, but also side ideas, side bets that might work out, like NDA, for instance, I think we're probably looking at AGI 2030, early 2030s, most likely. So around the time that you are going to be releasing like maybe ARC 6 or ARC 7, that's probably going to be AGI.
46:25You guys are doing a different approach to LLMs. Do you think there's room for more startups to explore other new approaches? And are there any other ones that you think are promising that don't have time to explore yourself? Yeah, absolutely. I mean, there are many different approaches that you could try. I've said that compute is a great equalizer. I think if you look at the amount of compute and resources that we've thrown at deep learning and gradient descent and scaling that up, if you had thrown the same amount of investment into almost anything else, you would also have seen extremely exciting results, like genetic algorithms, for instance.
47:03If you try to scale up genetic algorithms, I mean, I'm sure you do incredible things with that. You could in fact probably do new science because that's based on search and search is the best fit for automating the scientific method. I think so right now, there's also approaches that build on top of the current stack with their slightly alternative, state-space models for instance. There's the XLSCM architecture. You can basically, you know, current frontiers are a stack of things and you can take any layer in the stack and try to propose an alternative. If you propose an alternative architecture, you can be doing, for instance, more like recurrent models instead of transformers for the architecture.
47:49Or you can do even lower level. You're going to be like, okay, we're still going to be training parametric curves but you're going to get rid of current descent. We're going to use search. Maybe you're going to do new evolution. That's the slower level. And the lowest level is the level where we're operating, where we're saying, well, actually, forget about curves. Forget about parametric learning. Forget about gradient descent. We're just going to do something completely different. And I think if you want to build optimal AI, you're kind of forced to go back to the foundation of the stack. It cannot be like one layer added on top of the pile.
48:28François Chollet:So do you think for aspiring researchers to want to do a new neolab with a different approach, they should be reading research papers from the 70s or 80s and go deeply in those with approaches that were not as invested nowadays? That is actually a great idea because earlier in the history of the AI research timeline, people were exploring more things and very different things. You've had this sort of like collapse of everything into one approach. it's actually kind of a bad idea. Consider that not too long ago like about 20 years ago We had the collapse into SVMs too. Yeah, I mean I wouldn't describe it as a collapse because there weren't that many people doing SVMs and it was a much, much smaller field back then but there was this widespread understanding that neural networks were a failed approach that neural networks didn't work and it was a waste of time to keep trying that.
49:26François Chollet:right? Yeah. No, even in the late 2000s, this was a set of things. Basically, when I got into AI, people were telling me like, hey, neural networks, don't try that. I was like, yeah, but it looks a lot like what the brain is doing. I'm interested in that. If everybody is working on something, you are discarding ideas that will actually turn out to be very proactive ideas, right? And yeah, like back in the 70s, back in the 80s, people are trying more things. And I think genetic algorithms is actually a very good example of that. I think this is an approach that has a tremendous amount of potential, but not too many people are looking into scaling it up deeply.
50:07Are there any characteristics that you would be looking for? I mean, is it as simple as like, if there's a scaling law that could happen, then even if it's different, or is that too, like, you know, thinking by analogy? I think you are looking for approaches that scale. Yeah. I think it's a non-starter. If you're working on something, but the only way to increase the capabilities of the system is to have human engineers and researchers spend time on it, it will not work. Because even if the idea is very clever and very elegant and works really well, capabilities are going to be bounded. They're going to be bounded by human investment, right?
50:47You want to be in a setup where the system can improve its capabilities with no human in the loop, with no human bottlenecks. So you would say, like, don't just do it the way we did it like 10 years ago. Do it with the idea that recursive self-improvement is baked in at the beginning. Yeah, not necessarily recursive self-improvement because deep learning, for instance, is not recursively self-improving. But with the idea of scaling up with no human bottlenecks, you want to remove the human from the improvement loop. The great strength of deep learning is that the models got better and better simply by adding training, training compute and training data.
51:24I mean, it's a little bit of caricature because, of course, just adding these factors requires a lot of human involvement. But basically, that's the idea that you have this decoupling from the improvement curve and the amount of human effort that's needed to be injected into the system. Yes, or human effort that's already happened. The LMs do actually require an enormous amount of human effort. It's just it was the human effort to build the internet and we'd already built it. Yeah. Actually, less and less now that we are doing training in interactive verifiable environments. Because then you only need a small amount of human effort to create the environment.
52:00And from that small amount of effort, you're creating exponentially more trained data. But at first, I think to sort of like prime the machine, you need this tremendous amount of human-generated abstractions and coding in text data. And if you don't start from that, you cannot get the system into this loop. Do you have any advice for me starting a open source project, things to do, things not to do in the AI space? Because I am not sure how I signed up for this in the last 14 days, but I think I have, I don't know, on the order of like 10 to 30 ,000 people using GStack every day. That's wild. Yeah.
52:43And I don't know, like, I have a job. I guess, like, you know, what was it like to start Keras? And how did you keep maintaining it? What's a good maintainer? Like, what did you learn from that? I don't know. This might be a whole hour. Yeah, I mean, lots of learnings from growing Keras. So right now, I'm less involved with it. There's a big team at Google that's working on it, and they're doing an amazing job. So it is possible to not, you know, to put people together to like... It is possible to start something. It is possible to start something. That's a relief. And then get more people involved.
53:18And at some point it becomes its own thing. And just, you know, it used to be your baby, but now it's all grown up. It's all adult and going on with its own life. So if you ask me the factors that really made CARE successful, I mean, first of all, is that there was this big focus on making the API simple. and intuitive. There was this big focus on usability. And this was inspired by scikit-learn. Scikit-learn was sort of like the OG machine learning library for Python. And what made it successful was that it was so easy to get started with it. So at first I was like, okay, I'm going to package all this functionality I've created under really, really simple APIs.
54:00It's going to be like the scikit-learn API. That was like the big idea. The focus on usability It is not just making sure the API is simple, it's also making sure the entire onboarding experience is nice and easy. Like the docs should be very informative. The docs should be not just telling you about how to use this thing, they should actually be teaching you about the domain in the first place. Because the folks who land on your website, they're not going to be already deep learning experts. They're going to be people looking to maybe start using deep learning. And so you have to teach them not just how to use the tool, but what the tool is good for and the entire field around it.
54:40And then, you know, you have to put a lot of investment into community building. One thing we did a bit at Google, in fact, you know, Google made it kind of difficult. And I was sad about that is hire your power users, like hire your fans. This is a really, really good idea. Like find the most enthusiastic users from your community and just hire them on your team. Amazing. Yeah. And these are always the best people, right? All right. Time to start gstack.org, put in a bunch of my own money and then hire a bunch of people to work on it. That sounds good. I think you've been a leader and pioneer and we're so lucky to have you sit with us.
55:22there are people watching who are at the beginning of their, you know, adulthood even, like they're certainly their professional careers or actually like people just around the world. They're like trying to understand like, what does this mean as intelligence becomes broadly applicable? Like, what would you tell, you know, if you were 18 right now, what would you tell them? Yeah. I mean, there's a lot of people today who are very pessimistic, very negative takes about the rise in AI capabilities. They say, oh, you know, I'm going to be out of a job soon. That's going to be mass unemployment. AI is just going to take over completely.
56:01And my take is actually, you know, the more you know, the more expertise you have about things like programming, for instance, the better you're able to use and leverage these tools for your own benefit. And with the right kind of expertise, all this AI progress is actually empowerment. Like it's something that you can leverage for yourself. I mean, that's exactly what you did with your project, right? And yeah, more people should have this mindset of trying to learn as much as possible, not just about AI, but about the domain that they want to apply AI to, right? So that they should seek to turn this new development into an opportunity, into a tool they can use for themselves to improve their own lives.
56:46I think that's the right mindset because, you know, you're not going to stop AI progress. I think it's too late for that. And so the next question is, okay, like AI progress is here. It's actually going to keep accelerating. How do you make use of it? How do you leverage? How do you ride a wave? That's the question to ask. I wish we could keep going for a couple hours because I'm sure we could. Francois, thank you so much for spending time with us. Thanks so much for having me.
57:18you
From the publisher
François Chollet has spent years asking a different question than most of the AI world. Instead of scaling what already works, he’s trying to understand what intelligence actually is—and how to build it from first principles. In this episode of Lightcone, he traces that path from his early work on deep learning to the creation of the ARC prize, and the launch of ARC V3, a new benchmark designed to measure something deeper than performance: the ability to learn, adapt, and reason efficiently in entirely new environments. He explains why today’s systems may be hitting limits, what recent breakthroughs really mean, and why reaching true general intelligence may require a fundamentally different approach.00:00 - AGI by 2030?00:31 - Introducing Ndea: A New Path Beyond Deep Learning01:08 - A New ML Paradigm 01:30 - Replacing neural nets with compact symbolic programs03:04 - Why Ndea Isn’t Competing With Coding Agents05:20 - Why Everyone Might Be Wrong About Scaling LLMs07:22 - Why Coding Agents Suddenly Work So Well08:50 - The Limits of LLMs in Non-Verifiable Domains10:48 - What AGI Actually Means (And Why Most Definitions Are Wrong)13:30 - Why Deep Learning Hits a Wall 14:00 - ARC’s Origin Story18:20 - ARC Benchmarks Explained: From V1 to V322:49 - The RL Loop Powering Coding Agents Today27:03 - ARC-AGI V3: Measuring “Agentic Intelligence”31:14 - Inside the ARC Game Studio35:31 - Could AGI Fit in 10,000 Lines of Code?44:01 - Building Ndea: From Idea to Compounding Research Stack46:46 - The Future of ARC: Benchmarks That Evolve With AI47:21 - Why There’s Still Huge Opportunity for New AI Paradigms53:37 - How to Build a Breakout Open Source Project - Lessons From Kera56:39 - Advice For How To Think About AIApply to Y Combinator: https://www.ycombinator.com/applyWork at a startup: https://www.ycombinator.com/jobs




