Source
Dwarkesh Podcast — Adam Marblestone — AI is missing something fundamental about the brain (December 30, 2025) ·
at 1:44:58 ▸
When this applies
when trying to find the highest-leverage but currently-unfunded investments in any professional field or ecosystem
The takeaway
The highest-leverage unmet needs in a field are often not research ideas at all but missing shared infrastructure that no individual lab/startup-sized unit can build — identify these by explicitly asking practitioners to distinguish 'next project' from 'thing I'm structurally blocked on.'
Why it works
Distinguish scientists describing incremental next steps ('here's what my grad student will do next') from scientists describing a structural gap ('I need an organized engineering team to build something no single lab or loose collaboration can ever produce') — the latter category identifies 'mini Hubble Space Telescope' style infrastructure investments that, once built, lift an entire field's capability without being a discovery in themselves.
One level up
Systematically interview practitioners across a domain to classify their unmet needs into 'incremental' vs 'structural/infrastructural', because structural gaps are undersupplied by default market/academic incentives and represent the best return on concentrated, organized investment.
Where it stops holding
This stops working when a field's bottleneck truly is incremental/creative work (e.g., matters of low-scale serendipity and individual insight) rather than shared infrastructure, in which case funding a Hubble-style project wastes resources.
Detail
procedure:- Interview many scientists across a field and let them freely describe their biggest unmet need
- Classify needs into 'incremental next research step' versus 'structural infrastructure gap no individual lab can close'
- Catalogue the structural gaps into a 'gap map' (a few hundred items, each roughly Series-A-startup-sized, i.e. low-to-mid billions aggregate, not trillions)
- Prioritize funding (FRO, philanthropy, government) toward these structural gaps rather than incremental research funding
benchmarks: {"count":"a few hundred fundamental capability gaps identified","cost_per_gap":"each roughly a 'deep tech startup' / Series-A scale, i.e. a few billion dollars at most, cumulatively lower than a trillion dollars"}
rationale: Analogous to how the Hubble Space Telescope wasn't itself an astronomy discovery but enabled discoveries across the whole field; math proving infrastructure (LEAN) was an unexpected but real example of this pattern outside biology.
In their words
if I can build that Hubble Space Telescope, then I will unblock all the other researchers in my field or some path of technological progress in the way that the Hubble Space Telescope lifted the boats, improved the life of every astronomer, but wasn't really an astronomy discovery in itself.