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A Decision Theoretic Perspective on Artificial Superintelligence: Coping with Missing Data Problems in Prediction and Treatment Choice

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  • Jeff Dominitz
  • Charles F. Manski

Abstract

Enormous attention and resources are being devoted to the quest for artificial general intelligence and, even more ambitiously, artificial superintelligence. We wonder about the implications for our methodological research, which aims to help decision makers cope with what econometricians call identification problems, inferential problems in empirical research that do not diminish as sample size grows. Of particular concern are missing data problems in prediction and treatment choice. Essentially all data collection intended to inform decision making is subject to missing data, which gives rise to identification problems. Thus far, we see no indication that the current dominant architecture of machine learning (ML)-based artificial intelligence (AI) systems will outperform humans in this context. In this paper, we explain why we have reached this conclusion and why we see the missing data problem as a cautionary case study in the quest for superintelligence more generally. We first discuss the concept of intelligence, before presenting a decision-theoretic perspective that formalizes the connection between intelligence and identification problems. We next apply this perspective to two leading cases of missing data problems. Then we explain why we are skeptical that AI research is currently on a path toward machines doing better than humans at solving these identification problems.

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  • Jeff Dominitz & Charles F. Manski, 2025. "A Decision Theoretic Perspective on Artificial Superintelligence: Coping with Missing Data Problems in Prediction and Treatment Choice," Papers 2509.12388, arXiv.org.
  • Handle: RePEc:arx:papers:2509.12388
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    References listed on IDEAS

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    1. Charles F. Manski, 2013. "Response to the Review of ‘Public Policy in an Uncertain World’," Economic Journal, Royal Economic Society, vol. 0, pages 412-415, August.
    2. Joshua D. Angrist & Jörn-Steffen Pischke, 2010. "The Credibility Revolution in Empirical Economics: How Better Research Design Is Taking the Con out of Econometrics," Journal of Economic Perspectives, American Economic Association, vol. 24(2), pages 3-30, Spring.
    3. Angus Deaton, 2010. "Instruments, Randomization, and Learning about Development," Journal of Economic Literature, American Economic Association, vol. 48(2), pages 424-455, June.
    4. Charles F. Manski, 1989. "Anatomy of the Selection Problem," Journal of Human Resources, University of Wisconsin Press, vol. 24(3), pages 343-360.
    5. Charles F. Manski, 2011. "Policy Analysis with Incredible Certitude," Economic Journal, Royal Economic Society, vol. 121(554), pages 261-289, August.
    6. Manski, Charles F., 2013. "Public Policy in an Uncertain World: Analysis and Decisions," Economics Books, Harvard University Press, number 9780674066892, Spring.
    7. Charles F. Manski & John Mullahy & Atheendar Venkataramani, 2025. "Prediction with Differential Covariate Classification: Illustrated by Racial/Ethnic Classification in Medical Risk Assessment," NBER Working Papers 33350, National Bureau of Economic Research, Inc.
    8. Horowitz, Joel L. & Manski, Charles F., 1998. "Censoring of outcomes and regressors due to survey nonresponse: Identification and estimation using weights and imputations," Journal of Econometrics, Elsevier, vol. 84(1), pages 37-58, May.
    9. Charles F. Manski, 1996. "Learning about Treatment Effects from Experiments with Random Assignment of Treatments," Journal of Human Resources, University of Wisconsin Press, vol. 31(4), pages 709-733.
    10. James Heckman, 2013. "Sample selection bias as a specification error," Applied Econometrics, Russian Presidential Academy of National Economy and Public Administration (RANEPA), vol. 31(3), pages 129-137.
    11. Charles F. Manski, 2004. "Statistical Treatment Rules for Heterogeneous Populations," Econometrica, Econometric Society, vol. 72(4), pages 1221-1246, July.
    12. Manski, Charles F., 2000. "Identification problems and decisions under ambiguity: Empirical analysis of treatment response and normative analysis of treatment choice," Journal of Econometrics, Elsevier, vol. 95(2), pages 415-442, April.
    13. Charles F. Manski, 2025. "Inference with Imputed Data: The Allure of Making Stuff Up," Journal of Labor Economics, University of Chicago Press, vol. 43(S1), pages 333-350.
    14. Molinari, Francesca, 2020. "Microeconometrics with partial identification," Handbook of Econometrics, in: Steven N. Durlauf & Lars Peter Hansen & James J. Heckman & Rosa L. Matzkin (ed.), Handbook of Econometrics, edition 1, volume 7, chapter 0, pages 355-486, Elsevier.
    15. Manski, Charles F., 2016. "Credible interval estimates for official statistics with survey nonresponse," Journal of Econometrics, Elsevier, vol. 191(2), pages 293-301.
    16. Charles F. Manski & John Mullahy & Atheendar S. Venkataramani, 2025. "Prediction with Differential Covariate Classification: Illustrated by Racial/Ethnic Classification in Medical Risk Assessment," Papers 2501.02318, arXiv.org.
    17. Hyunseung Kang & Anru Zhang & T. Tony Cai & Dylan S. Small, 2016. "Instrumental Variables Estimation With Some Invalid Instruments and its Application to Mendelian Randomization," Journal of the American Statistical Association, Taylor & Francis Journals, vol. 111(513), pages 132-144, March.
    18. Charles F. Manski & John V. Pepper, 2018. "How Do Right-to-Carry Laws Affect Crime Rates? Coping with Ambiguity Using Bounded-Variation Assumptions," The Review of Economics and Statistics, MIT Press, vol. 100(2), pages 232-244, May.
    19. Imbens, Guido W & Angrist, Joshua D, 1994. "Identification and Estimation of Local Average Treatment Effects," Econometrica, Econometric Society, vol. 62(2), pages 467-475, March.
    20. Jeff Dominitz & Charles F. Manski, 2017. "More Data or Better Data? A Statistical Decision Problem," The Review of Economic Studies, Review of Economic Studies Ltd, vol. 84(4), pages 1583-1605.
    21. Houshmand Shirani-Mehr & David Rothschild & Sharad Goel & Andrew Gelman, 2018. "Disentangling Bias and Variance in Election Polls," Journal of the American Statistical Association, Taylor & Francis Journals, vol. 113(522), pages 607-614, April.
    22. Charles F. Manski, 2018. "Credible ecological inference for medical decisions with personalized risk assessment," Quantitative Economics, Econometric Society, vol. 9(2), pages 541-569, July.
    23. Daniel Ellsberg, 1961. "Risk, Ambiguity, and the Savage Axioms," The Quarterly Journal of Economics, President and Fellows of Harvard College, vol. 75(4), pages 643-669.
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