Day 10 · Artificial Intelligence
Machines That Think: AI's Four Summers
Monday, July 6, 2026 · BigCat's Time Machine
"As soon as it works, no one calls it AI anymore." This is the so-called AI effect. For seventy years AI has cycled through summer, winter, and revival—not a smooth rising curve but a sequence of bets, disillusionment, and fresh bets. Behind every turning point sits a small group of people wagering on what intelligence actually is.
EVENT · 01
Dartmouth: One Word That Drew a DisciplineThe Dartmouth Workshop · 1956
Summer 1956Hanover, USASymbolism
Background & Key Figures
In 1955, the 28-year-old mathematician John McCarthy drafted a proposal to the Rockefeller Foundation. Needing a neutral name for the new field—one that sidestepped Norbert Wiener's "cybernetics"—he chose Artificial Intelligence. The proposal contained the famous claim: that every aspect of intelligence could in principle be described precisely enough for a machine to simulate it. Co-organizers included Marvin Minsky and Claude Shannon, father of information theory.
What Happened
In the summer of 1956, ten researchers gathered at Dartmouth College, planning to make "significant progress" in two months. The real stars were not the theorists: Allen Newell and Herbert Simon brought a working program, the Logic Theorist, which proved theorems from Principia Mathematica—one proof even more elegant than the original. The meeting solved nothing large, yet it set the mainstream path for three decades: symbolism—intelligence as logical operations on symbols. The neural-network camp was pushed to the margins.
Counterfactual + Historical Debate
Pamela McCorduck's Machines Who Think (1979) records their startling optimism: Simon predicted in 1965 that "machines will be capable of doing any work a man can do" within twenty years; Minsky said in 1967 the problem would be "substantially solved" within a generation. Counterfactual: had Dartmouth not so loudly promised general intelligence, would the two winters have been less cold? Historians debate (see Nils Nilsson's The Quest for AI, 2010): were symbolism's early wins real breakthroughs, or "toy problems" mistaken for a staircase to intelligence?
Modern Parallel
Today's disputes over when AGI arrives replay Dartmouth's optimism almost exactly: extrapolating today's local breakthroughs into promises of general intelligence.
One-Line Lesson + Question
Naming a field grants it an identity and, at the same time, writes a check it cannot cash—the bigger the name, the deeper the later disillusionment.
What is your field currently promising will "inevitably arrive within twenty years"? Have you truly thought through the constraints on cashing that check?
EVENT · 02
Winters & Expert Systems: Two Swings of the PendulumAI Winters & Expert Systems · 1969–1993
1969 / 1987UK & USAConnectionism stalled
Background & Key Figures
Broken promises carried a price. In 1969, Minsky and Papert published Perceptrons, proving mathematically that a single-layer neural network cannot even learn "exclusive or"—funding for neural-network research dried up almost overnight. Britain's 1973 Lighthill Report then suspended much of Europe's AI funding. The first winter had arrived.
What Happened
In the 1980s, AI warmed up again through expert systems: encoding an expert's judgment into thousands of "if…then" rules. DEC's XCON configured VAX orders and reportedly saved tens of millions a year; the medical system MYCIN briefly dazzled. Industry poured money into dedicated LISP machines. But the bubble was fragile: rules multiplied and clashed, anything outside the rules caused collapse, and experts had to hand-feed knowledge—the "knowledge-acquisition bottleneck." In 1987 the LISP-machine market crashed, and the second winter set in.
Counterfactual + Historical Debate
The sharpest counterfactual: had Perceptrons not frozen neural networks out in 1969, would the deep learning of Geoffrey Hinton's circle have matured twenty years earlier? Historians split (see Cade Metz's Genius Makers, 2021): one camp says a single book killed an entire path; the other counters that the era's compute and data could never have supported deep networks anyway—the winter was inevitable under hard constraints, not one book's fault. The truth may be: the direction was right, but the ground had not yet set.
Modern Parallel
The "knowledge-acquisition bottleneck" is precisely the old problem today's large models try to bypass: rather than have humans write rules one by one, let the machine grow rules from vast data. Hand-written rules vs. data-driven emergence are two generations' answers to one question.
One-Line Lesson + Question
An idea that "doesn't work" is often just an idea whose ground hasn't set—what gets falsified is usually not the direction, but the timing.
Do you hold an old idea once judged "unworkable"? Was it blocked by logic—or merely by the compute, data, and cost of its day?
EVENT · 03
AlphaGo's Move 37: A Machine's "Inhuman" MoveAlphaGo vs Lee Sedol · 2016
Mar 2016Seoul, KoreaDeep RL
Background & Key Figures
Go was long seen as AI's Everest. Its board allows 10170 positions—more than the atoms in the universe—so brute force is hopeless; the 1997 machine that beat Kasparov, "Deep Blue," and its exhaustive search would fail here. Masters rely on an inexpressible "feel." DeepMind's Demis Hassabis chose to attack it anyway: combining deep neural networks (to evaluate positions) with Monte Carlo tree search, then letting the program play millions of games against itself, learning backward from wins and losses.
What Happened
From March 9–15, 2016, AlphaGo faced world-elite player Lee Sedol in a best-of-five. In game two, at Move 37, AlphaGo played where almost no human would consider—commentators were stunned, professionals said "no human would play that," yet it proved brilliant. AlphaGo won 4–1. In game four Lee answered with his own divine "Move 78" to claw back a win—among humanity's last victories over a top AI.
Counterfactual + Historical Debate
Counterfactual: had Lee won 4–1, would the capital frenzy around deep reinforcement learning have been delayed years? The debate centers on Move 37's meaning—did the machine truly acquire intuition, or merely compute a probability space humans had never explored? Melanie Mitchell's Artificial Intelligence (2019) cautions: AlphaGo dazzles, yet knows nothing of what Go is or why it is played; it masters one domain without transferable common sense.
Modern Parallel
"Machines proposing options humans never imagined, yet verified as better" is spreading: AlphaFold predicting protein structures, AI designing chip layouts. The real value of human-machine collaboration is not replacement but expanding the human search space—showing you the move beyond your own field of vision.
One-Line Lesson + Question
When a machine plays an "inhuman" move, what is offended is not the craft, but the belief that intuition belongs to humans alone.
In your own field, is there an "intuition" you take pride in that is merely a probability space no algorithm has yet mapped?
EVENT · 04
ChatGPT: An Avalanche From a "Low-Key Preview"The ChatGPT Moment · 2022
Nov 30, 2022San FranciscoLarge Language Models
Background & Key Figures
In 2017 a Google team published Attention Is All You Need, introducing the Transformer—an architecture that lets a model process long text in parallel, the foundation of every large model since. OpenAI scaled this path, building GPT-3 in 2020. But raw GPT-3 was hard to steer, often off-topic. The key step was RLHF (reinforcement learning from human feedback): using human preferences to align the model, teaching it to follow instructions and speak well.
What Happened
On November 30, 2022, OpenAI wrapped this capability in a chat box and released it as a "low-key research preview," internally expecting a muted response. Instead: one million users in five days, one hundred million in two months—the fastest-growing consumer app in history. For the first time, ordinary people could summon AI in natural language. The technology had existed for years; what ignited it was the layer that "anyone can use."
Counterfactual + Historical Debate
The most intriguing counterfactual: Google held the Transformer and the earlier chat model LaMDA—why did it not ship first? Because incumbents fear reputational risk—models hallucinate and offend. This is the classic innovator's dilemma: the reigning giant dares not tarnish its brand with an imperfect product, and is outflanked by a challenger with nothing to lose. Historians broadly agree (echoing Day 9's Web): ChatGPT's decisive edge lay not in a stronger model but in the distribution decision—free, public, open to all.
Modern Parallel
This is where the "AI super-individual" begins: when the cost of summoning a top model falls to a chat box, leverage sinks from the organization down to the individual. Every past democratization of a general-purpose tool—printing, the personal computer, the internet—redistributed who gets to create.
One-Line Lesson + Question
What decides a technology's fate is often not how strong it is, but who dares be first to place it in everyone's hands.
Is there a capability around you that is "already mature, missing only an interface anyone can use"? Who will be the challenger who ignores reputation and moves first?
Going Deeper
1. Symbolism vs. connectionism—a sixty-year pendulum?
In 1956 Dartmouth bet on symbols (writing rules) and by 1969 suppressed neural nets; after 2012 connectionism (learning from data) swept back. On the surface, "data beat rules." Yet the frontier now stitches the two together—large models calling tools, obeying symbolic constraints (neuro-symbolic AI). The pendulum was perhaps never either/or; each generation could only grasp the end its ground allowed. To judge today's disputes, first ask: this time, how far have compute and data pushed the boundary of the possible?
2. Why is AI history "summer–winter" cycles, not smooth ascent? (echoing Days 7 & 9's long waves)
Carlota Pérez's framework of technological revolutions fits here too: each breakthrough first draws an "installation" bubble of capital and promises; when returns lag, it collapses into winter; only after sediment settles comes the pragmatic "deployment" era. AI's two winters were, at root, promises cashing in slower than funding burned. If the framework holds, today's large-model boom will not escape a bubble deflation—the only question is whether this time the "ground" (compute, data, capital) is thick enough to survive the correction.
3. Is AlphaGo's "intuition" the same thing as a human's?
A human player's feel comes from pattern recognition distilled over limited games; AlphaGo's comes from a value function trained on millions of self-play games. Both "compress experience for fast judgment"—functionally alike. But the difference: human intuition is embedded in meaning (knowing why one plays), the machine's is not. This touches the consciousness question—does similarity of capability imply similarity of mind? For a system that computes a brilliant move without knowing what "brilliant" means, how do we assign responsibility for its judgments?
4. When the cost of summoning intelligence falls to zero, what becomes scarce?
Printing drove the cost of copying text toward zero, and scarcity moved from "transcription" to "what is worth printing"; large models drive text generation toward zero, and scarcity rises again. When answers are effortless, the ability to ask good questions, judge right from wrong, and bear the consequences of a decision grows more precious. The real leverage of the "AI super-individual" lies not in wielding tools but in keeping what machines cannot yet supply: taste, judgment, responsibility. Which judgments are you outsourcing without a second thought?