Section 5.1 · Growth dynamics

How fast could capability grow?

Effective compute has grown roughly an order of magnitude per year — the product of better hardware, more investment, and more efficient algorithms. Whether that translates into genuinely new capabilities is the open question.

Effective compute / yr10 ×
By end of decade10,000 ×
Largest training runs / yr4 ×
Algorithmic efficiency / yr3–6 ×
Compounding growth factors (× per year)
Moore's law: 1.51.5Moore's lawInvestment: 2.52.5InvestmentAlgorithms: 33AlgorithmsEffective: 1010Effective
Effective compute vs today (orders of magnitude, 10ⁿ×)
Now: 0+1y: 1+2y: 2+3y: 3+4y: 4+5y: 5Now+1y+2y+3y+4y+5y
HorizonAGI instancesNote
Start1,000Even if AGI is expensive to run.
+1 year10,000At ~10× effective compute / yr.
+5 years100,000,000…or 1M instances running ~100× faster.