Reasons to Act on Your Best Guess: A Reply to the Challenge of Unawareness

This post is a submission to the Cluelessness Critiques Essay Competition.

Credence: Likely.1

Anthony DiGiovanni’s sequence, The challenge of unawareness for impartial altruist action guidance (henceforth “the sequence”), argues that impartial altruists have no non-arbitrary reason to prefer any decision over any other. The central problem is unawareness: “many possible consequences of our actions haven’t even occurred to us in much detail, if at all.”

I disagree. Impartial altruists should act as if we have precise probabilities for beliefs and precise expected utilities of decisions, even if we (usually) do not explicitly state them. It’s okay to act on heuristics, but those heuristics are in service of maximizing the expected value of a (non-literal) utility function, rather than being “terminal” heuristics.

“Act as if” means: either I give an explicit precise credence; or I don’t, but I operate under the assumption that I could give a precise credence if I spent enough time reasoning through my beliefs.

This post starts by explaining the sequence’s central arguments in my own words. Then it offers five defenses of acting on your best guess.

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On Democratizing ASI to Preserve Civil Liberties

I continue to believe we should pause frontier AI development. Any discussion of alternative strategies should be thought of as planning for contingencies.

A unifying driver behind many post-alignment risks—catastrophic risks that remain even if we solve the alignment problem—is that by strong default, ASI would end liberal democracy. Liberalism—in which people have individual rights, autonomy, and the ability to choose their own destiny—is an important force protecting human welfare.1 When people are free, we are reasonably good at making our lives better of our own volition.

Many post-alignment risks have a certain flavor. AI-empowered terrorism; coups; permanent dictatorships; concentration of power. Those risks already exist today (and existed 20 years ago), but they’re mitigated by the fact that power is relatively evenly distributed across people. The most powerful person in the world doesn’t have an extraordinary advantage over the 10th-most-powerful person. ASI could change that.

If people still have civil liberties post-ASI, that will only be because the controllers of ASI allow us to have them.2

One way of thinking goes: AI will be extremely powerful. If everyone had their own personal AI, we could each use it to protect our own interests, and things will turn out okay for us. But how do you get there? It’s not going to happen automatically, but it may be possible to set up a gradual process to keep power balanced.

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Training AI to be better at correctness than persuasion

I continue to believe we should pause frontier AI development. Any discussion of alternative strategies should be thought of as planning for contingencies.

“Super-persuasive” AI is dangerous because a misaligned ASI could persuade humans to help it take over. But setting that aside, even if we manage to make ASI friendly, it may provide super-persuasive but mistaken guidance that permanently sets us down the wrong path.

This post focuses on the danger of an aligned super-persuasive AI that simply comes up with the wrong answers.

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AI will make biological extinction risks worse before it makes them better

An argument goes: If we don’t build aligned artificial superintelligence, we risk driving ourselves extinct for some other reason. We should rush to build ASI quickly, in spite of the risks—the longer we wait, the more vulnerable we are to extinction from a different cause.

Other than ASI, the biggest extinction risk is synthetic biology. Some lab could (accidentally or on purpose) develop a highly transmissible, 100% fatal super-plague that wipes out humanity.

An aligned ASI could stop that from happening by shutting down dangerous biological research, or by developing advanced countermeasures that stop the spread of deadly infections. So the argument goes: We need to build ASI to save us from non-AI extinction risks.

However, that argument doesn’t work. In the near term, AI will make biological risks worse, not better. AI will accelerate scientific research, which will bring us closer to the level of knowledge necessary to build extinction-level pathogens. And in the long term, the way ASI eliminates biological x-risk is by taking control of the world.

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Compare Your Company Stock to a Leveraged Index Fund

Say you work at a private company that gives you stock options or RSUs. How should you value your stock?

  • If you have a choice between getting more stock or more cash salary, how do you decide which to get?
  • If you have the chance to sell some stock, should you do it?

Stock is risky and inflexible (especially if you work for a private company where you can’t easily sell shares), but you might be able to get it at a discount to its true value. How do you estimate how much it’s worth?

One heuristic you can use is to compare the stock against a risk-matched index fund. What would happen if you used the cash to buy a leveraged index fund with the same level of risk as the company stock? If the leveraged index fund has a higher expected return than the company stock, that means cash is probably better. (The reverse is not necessarily true because company stock can have other downsides, which I will get into later.)

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How valuable are weak AI safety regulations?

Image credit: Jebulon

To prevent superintelligent AI from killing everyone, I would like there to be a strong international agreement banning the development of ASI until it can be proven safe. But that sort of agreement requires a lot of political buy-in and coordination. In the meantime, it may be easier to get light-touch AI safety regulations passed. To what extent do weak regulations decrease extinction risk?

In this post:

  • Part I discusses routes by which weak regulations can reduce extinction risk. [More]
  • Part II considers some downsides of weak regulations. [More]
  • Part III reviews specific categories of weak regulation and how they might reduce risk. [More]
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We Need Breadth-First AI Safety Plans

Depth-first plans lay out a path from here to aligned superintelligent AI. We need those kinds of plans. But depth-first plans depend on many assumptions: “We will make AI safe by doing step 1, then step 2, then step 3.” Step 1 only works under condition A, step 2 requires condition B, step 3 requires condition C. If A or B or C is false, the whole plan fails (and there’s a good chance we all die).

Consider Google’s safety plan from April 2025. To my knowledge, this is the best among the frontier AI companies’ plans.1

Google’s plan depends on a series of conditions:

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I sleep less when I exercise more

They say exercise improves sleep quality. Is that true for me?

To test this hypothesis, I took my daily calorie expenditures from the Apple Health app and correlated them with that night’s sleep time.1 I also included caffeine intake as a potential confounding variable.

The hypothesis: when I exercise more, I’ll get better rest that night, and therefore wake up earlier.

The results:2

name coef t-stat p-value
intercept 9.0134 65.072 0.0000
calories -1.6844 -6.967 0.0000
caffeine 0.4157 9.404 0.0000
0.2409    

I sleep 10 minutes less for every additional 100 calories of exercise. Exercise plus caffeine explained 24% of the variance in my sleep time; exercise alone explained 6.6%.

The trend shows up whether or not I have caffeine:

Data are binned into increments of 100 calories. Any bins with fewer than 5 data points are not displayed. Vertical lines show the 95% confidence intervals for each bin.

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Donation Timing Under Uncertainty About AI Timelines

A few years back, I got a big pile of money from working at a tech startup. I put a lot of that money into a donor-advised fund. Since now I make hardly any money, that DAF might represent the majority of my lifetime donations. How much of my DAF should I donate per year?

In particular, how much should I donate in light of short AI timelines?

I created a simple model to answer this question.

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