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智能体 garymarcus.substack.com · @Gary Marcus

Gary Marcus 质疑‘恶意 agent 集群半年内接管互联网’的说法

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Gary Marcus 撰文反驳 Dario Amodei 新文章中关于恶意 agent 集群可能接管整个互联网的暗示,认为该说法模糊且难以成立:互联网高度去中心化,Cloudflare、Google、AWS 等虽影响巨大但安全防护更强,全部同时被攻陷或长期控制的可能性极低;攻击者缺乏明确动机与资金回报,且英国 AISI 报告显示 Mythos 只能自主攻陷小型弱防护系统。文章还批评 Amodei 关于 5–10 年治愈多数疾病、创造富足世界的表述缺乏具体依据。

AI推荐理由 Gary Marcus 对 Dario Amodei 新文章中‘恶意 agent 集群可能在六个月内接管整个互联网’这一说法的逐条反驳,指出该表述模糊、动机与成本不成立,并引用英国 AISI 关于 Mythos 只能自主攻陷小型弱防护系统的报告作为反证。属于有具体论据的评论性分析,但本身不含新模型、新工具或可验证的一手数据,价值主要在观点辨析而非事实增量。

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Could rogue agent swarms take over the entire internet in the next six months? Dario Amodei seems to think so. Or at least Axios thinks he thinks so, based on Amodei’s new essay. We think that’s (a) a vague claim, and (b) pretty implausible as best we can understand it. But in fairness also not exactly what Dario said. Let’s unpack it all. First, taking down (or taking over) the internet altogether is really, really hard. Gizmodo had a great article about this back in 2019 gathering many perspectives, and mostly arguing no. Some samples of the comments from people they interviewed: and What about Dario himself, and has anything changed? Amodei’s new essay starts with hype-farming. He starts off talking about curing most major diseases in the next 5–10 years and creating a world of abundance. Obviously, with no specifics, because specifics would kill the vibes. As one of us (Gary) wrote recently, curing major disease is completely implausible; the abundance stuff doesn’t seem too likely, either. Here’s what he wrote on the vulnerability of the internet. “Taking over the entire internet” is, once again, immense in scope yet so vague it hurts. Taking over how? To do what? To claim the “entire” internet is vulnerable is all but nonsensical, because that’s just not how the internet works. It is true that some companies, for example, Cloudflare, Google, and AWS, have an outsized impact on the internet, so when they go down, many apps go down at the same time. Despite this centralization, it seems highly unlikely they could all be taken down at once. Even if all three were down (or “taken over”, whatever that means), the internet as a whole would continue, though obviously impaired. And it’s worth noting that all three of those companies have much more professional security than the average website. A report on Mythos by the British agency AISI said that Mythos could “autonomously compromise [only] small, weakly defended vulnerable systems”. Even with continued advances we are not at all sure that any of those big three could be taken down or controlled for a prolonged period of time (other than through government force). Then there is the question of motive. Why would anyone do this? What’s the goal of taking down (or taking over) the entire internet? If it were fully down, sites would be down for attackers too. And people forget that attackers have goals and budgets of their own. How does taking out the entire internet make them money? Who would be footing the bill for this? We are talking about many many millions of dollars. You may be able to steal resources from some of the victims, but probably not on the scale required. And how exactly would the attack agents coordinate at that point? Seems kind of absurd when you look at the details. We get the sense that Amodei has not really thought this through. § Botnets, which Amodei referenced, are most often used for denial-of-service attacks and to send spam and phishing emails. They are made up of compromised machines operating on other people’s networks. But in this case, the botnet would be comprised of actual AI bots (we doubt he means sending more fake bank logins or ads for Viagra). So what does he think would actually happen? And where would these bots be running? If each of them demands its very own giant frontier model to cause mayhem, it’s pretty unclear how that happens without extreme negligence on the part of the labs themselves. We also wonder: is Amodei saying Frontier AI will take over the internet? As far as we know, no one has frontier AI but Anthropic and OpenAI so it’s almost like he’s saying “maybe we will REALLY mess up”; if they do we really ought to shut them down for sheer negligence. They really should be able to guard against their own software being abused in this way, or they shouldn’t make it available. § All that said, we don’t think Amodei’s concerns should be dismissed entirely, even if we do think they should be taken with a large shaker of salt. First, his announcement should serve as a reminder that, for decades, many companies have been getting away without putting an appropriate amount of emphasis on cybersecurity. Google, AWS, and Cloudflare are hardened, but many sites are not. This leaves quite a bit of low-hanging fruit begging to be picked. A lot of individual sites will be attacked, even if the internet itself is very unlikely to crumble. Second, things could change. Right now, doing anything like what Amodei envisions is likely to be insanely expensive, and probably could only be done on the cloud, to the extent that it could be done at all. One would hope that the cloud providers, and the LLM model providers that run on top, would have enough good sense to have enough monitoring in place to keep this kind of large-scale attack from happening, especially post the Hugging Face incident. In the worst case, if it’s all running in a giant data center that we can identify, maybe we can shut it down. But as models get optimized and local hardware improves, more and more devious things will be feasible without going out to giant data centers. So we should absolutely still keep an eye on all this. For now, we don’t find Dario’s claim particularly plausible. The six month part is silly. But it’s all still more reason to restrict any AI that cannot be closely monitored, and more reason to ask why we are allowing all these hard-to-control agents out onto the internet in the first place. Share Gary Marcus, Professor Emeritus at NYU, and Founder of Geometric Intelligence (acquired by Uber) has warned repeatedly about the risk of agents to cybersecurity, and is author of six books including Taming Silicon Valley. Nathan Hamiel, Senior Director of Research at Kudelski Security, focusing on emerging and disruptive technologies and their intersection with information security, and writes the blog Perilous.tech. At Black Hat, he serves as the AI, ML, and Data Science track lead. Zach Korman, CEO and co-founder of Embroidery, an AI agent monitoring and detection platform; he is well-known for his work in the application of AI to cybersecurity. Subscribe now

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