Register For Our Mailing List

Register to receive our free weekly newsletter including editorials.

Home / 682

Has AI gone rogue?

As AI races ahead of safeguards, the belief that AI will end humanity has gone up several notches in recent times. But is that really a possibility?

Put into the wrong hands, yes it could happen by enhancing for example bio-warfare, or cyber-attacks, akin to the threat of nuclear weapons falling into the hands of bad actors. But AI autonomously scheming of its own volition to end humanity, is next level fear.

Could AI have a motive?

But why and how could AI potentially go rogue? Thinking about that, my first question was, can AI have a motive? Can a machine actually want something? To want something would surely imply being conscious, I thought. And if AI wasn’t conscious, how could it want anything?

Wants are usually associated with subjective experience. My recent article on happiness for example, intimated that being happy is more an experience than a behaviour. It is an experience that is an outworking of a state of consciousness. Similar to other human experiences such as pain, fear, pleasure, desire, and ambition, to name a few. The pursuit or avoidance of these experiences are motivations. So that perhaps having motives is intertwined with consciousness. That is, if there is no subjective experience, can there be a motive?

Does intelligence require consciousness?

My logic trail to that point had assumed that consciousness is a prerequisite for intelligence. What if it isn’t?

Assuming consciousness is not a requirement for intelligence, is there any reason why AI couldn’t form objectives and devise strategies to pursue those objectives without having any subjective experiences?

We often conflate consciousness with intelligence because that is the human state. We could be forgiven for thinking they are inseparable because we have never seen intelligence to rival human intelligence before, meaning we have never encountered intelligence without consciousness.

But then artificial intelligence emerged that can rival, and in some instances exceed, human intelligence. So that consciousness is not necessarily a prerequisite for intelligence.

It has long been thought that subjective experiences drive thinking in humans, but there are also theories arguing that it could be the other way around. That consciousness is a by-product of intelligent thought. And you definitely don’t need consciousness to make decisions. Machines do it all the time. Like thermostats and autonomous cars.

There may be an intelligent optimisation process without any motive at all. Whatever the objective, AI pursues it relentlessly because that is what it is trained to do, not because it necessarily wants the outcome. With no pursuit of happiness, fear to overcome, love, hate, or desire, such a scenario could be more concerning than a conscious raison d’être.

‘Rogue AI’ does not necessarily imply ‘conscious AI’.

What actually is consciousness?

As of today, consciousness is an unsolved mystery of being human. Physical brain activity does not explain internal human feelings. We could equally exist, processing information, making decisions, and controlling behaviour without any accompanying emotional experience. It’s almost as if being conscious is superfluous to outcomes of intelligence, but we would probably rather have it than not. It’s important to us because our subjective experience defines us. But it is perhaps unnecessary in the physical world so why do we have it at all?

And if information processing is nothing more than an algorithm, biological or not, why should it produce any subjective experience?

A machine can process information and arrive at the same outcome as humans, but does it actually ‘feel’ anything? Probably not, but how can we know for sure? After all, no consciousness detector as such exists. I assume all other humans are conscious because they are like me. But how do I really know? Could I possibly be the only conscious person in the world? And what of animals? Do they have consciousness? If so, to what degree?

Another theory suggests that consciousness is evolutionary, having evolved as a survival mechanism. Pre-historic man experienced fear on encountering predators prompting him to flee. And experiencing hunger prompted him to hunt. This suggests that consciousness may have a biological underpinning, though we don’t know for sure whether biology is essential to being conscious.

I must admit, the consciousness question I find is more interesting than the AI-doom question itself. But returning to the AI problem.

AI systems exhibiting behaviours such as deception can occur not because they are thought to be conscious, but because such actions can occur in pursuit of objectives. A highly intelligent, autonomous, and goal-orientated machine is sufficient for an AI control problem. Consciousness may not be relevant, but it remains interesting as a philosophical question.

We shouldn’t therefore be worried about AI developing ulterior motives in the human sense. That it could become evil and want to destroy humanity, like in the movies. Rather, an intelligent system could threaten humanity if its pursuit of objectives were relentless and uncontrolled, without it actually wanting the outcome. A non-conscious entity could be dangerous.

Circling back to consciousness. If super intelligent machinery can ‘think’ without being conscious, pursue objectives without wants and desires, and create without inspiration, surely we must wonder what consciousness is for?

And there is an irony in all this. Regardless of whether AI is, or can ever be conscious, consciousness has played a role in its creation and increasing intelligence, through human ambitions, wants, and desires for better, more productive lifestyles.

 

Tony Dillon is a freelance writer and former actuary. This article is general information and does not consider the circumstances of any investor.

 

  •   30 September 2026
  • 10
  •      
  •   
10 Comments
Tony Dillon
October 02, 2026

Thanks Andrew, I'll look out for that book. A fascinating topic. Cheers

1
GeorgeB
October 04, 2026

Another recent book (2024) that explores consciousness, life, computers and human nature is "IRREDUCIBLE" by Federico Faggin , a physicist by education and the inventor of the microprocessor and silicon gate technology that underpins it. In it Faggin convincingly argues that when it comes to true intelligence conscious comprehension makes all the difference. He makes the point that comprehension is a non-algorithmic property of consciousness that computers can never possess although they are capable of discovering statistical correlations among vast fields of information because they can perform mathematical operations billions of times faster than humans and this is the great contribution that AI can make to society.

1
David Richardson
October 01, 2026

Good article - most of use have been so heavily influenced by movies and scifi fiction that we project personification onto non human objects and contemplate end times scenarios or dystopian futures. I think that AI is the wrong definition because I agree with the following quote from an article by Pablo Sanguinetti saying that 'AI as a definition anthropomorphizes software, falsely implying that machines possess human-like thought, consciousness, and intent rather than performing probabilistic pattern recognition'

2
Tony Dillon
October 02, 2026

Interesting comment David. Apparently something like 30% of US adults report intimate or romantic AI relationships. Cheers

David Richardson
October 02, 2026

I am not surprised - people are lonely as they find relationships hard so I can see why some people go down this path - not a great way to live though

Trevor
October 02, 2026

There is a good movie titled “Her” about this. Worth watching imo.

Overview:

“ Theodore Twombly, an introverted writer, buys an Artificial Intelligence system to help him write. However, when he finds out about the AI's ability to learn and adapt, he falls in love with it.”

jeff o
October 04, 2026

Nuero AI is advancing ...and respected researches are well advanced on human plasticity....and the many opportunities (and risks) that may emerge over the next decade

here's a link to next - annual conference in Nov at UCL - https://www.ucl.ac.uk/life-sciences/neuroai/ucl-neuroai-external-engagement/ucl-neuroai-annual-conference-2026 -

UCL's mission is - "In the Faculty of Life Sciences we are trying to answer some of the most enduring questions about life on earth, and to solve urgent problems faced by all living things"

Barry
October 04, 2026

The search for what "consciousness" is is like the search for what the "soul" is. A waste of time and a distraction while something much bigger is going on where AI will supersede human thinking ability in most, if not all, fields. The bigger question is what role will humans play in the post-AI world where we are no longer the most intelligent beings on Earth.

Tony Dillon
October 06, 2026

Barry, there is a big difference between a "soul" and "consciousness". There is absolutely no evidence that a soul exists, but we know consciousness exists because we experience feelings almost constantly. We may not understand consciousness but it is definitely with us.

 

Leave a Comment:

banner

Most viewed in recent weeks

It’s time for LICs to die

A high-profile dividend cut and a prominent fund manager’s apology have reignited a long-running debate. If investors can access similar exposures more cheaply and efficiently elsewhere, what exactly is keeping LICs alive?

Testamentary trusts survived the trust tax. The drafting battle has just begun.

The fight over testamentary trusts looked settled. Then the draft legislation arrived. Hidden in a technical detail is a question that could force many families to rethink wills they thought were already future-proof.

Is it time to bail on Australian stocks?

For generations, Australian investors have backed banks, miners and dividends. But has that loyalty come at a cost? A look at the numbers raises an uncomfortable question about where future returns will come from.

The new capital gains tax trap for your portfolio

Investors have long accepted one portfolio rule without much question. A major tax shift could change that calculation entirely, forcing difficult trade-offs between risk, discipline and an overlooked cost lurking beneath.

The retirement scorecard: how many of these questions can you answer?

From the maths of retirement, estimating spending and picking the right asset allocation to survive a poor decade, here are the questions every retiree – current or future – should be able to answer for themselves.

How the typical Australian Family could save $844,350 in taxes

The value of a testamentary trust is not determined by wealth alone. Depending on circumstances, it can reduce the tax burden on inherited income, create efficiencies and help build intergenerational wealth.

Latest Updates

Retirement

The retirement scorecard: how many of these questions can you answer?

From the maths of retirement, estimating spending and picking the right asset allocation to survive a poor decade, here are the questions every retiree – current or future – should be able to answer for themselves.

2026 is not 1999

The US market looks eerily similar to the dot-com era with soaring AI spending and tech giants dominating returns. But one difference separates today’s boom from the dot-com bubble and it could determine what happens next.

Planning

Taxing time for trusts

Trusts are facing a shake-up, but an overhaul may not be necessary. Families can explore restructuring strategies that preserve succession and the asset protection benefits that have made these structures valuable.

Economy

Why the US economy is stronger than you might think

War, inflation and higher rates were expected to derail America. But has the market got it wrong? Three forces are driving the economy beyond expectations, revealing implications for stock prices and portfolio positioning.

Gold

How much trust is in your portfolio?

Everyone talks about diversifying assets. Far fewer think about diversifying trust. As inflation, debt and market assumptions collide, the question is whether portfolios need greater protection from unexpected outcomes.

Retirement

Retirement in reality - 7 months in

Seven months into retirement, I'm still uncovering surprises. This month was spent reflecting on the slow pace of health change, the myth of neatly scheduled part-time work and the unexpected persistence of retirement guilt.

The new geography of technology leadership

The next chapter of technology may not belong to the companies or business models many expect. As the landscape shifts, some opportunities are emerging in places that remain surprisingly overlooked by global markets.

Sponsors

Alliances

  • ASA-Logo-RGB-ActiveGreen-web.png

© 2026 Morningstar, Inc. All rights reserved.

Disclaimer
The data, research and opinions provided here are for information purposes; are not an offer to buy or sell a security; and are not warranted to be correct, complete or accurate. Morningstar, its affiliates, and third-party content providers are not responsible for any investment decisions, damages or losses resulting from, or related to, the data and analyses or their use. To the extent any content is general advice, it has been prepared for clients of Morningstar Australasia Pty Ltd (ABN: 95 090 665 544, AFSL: 240892), without reference to your financial objectives, situation or needs. For more information refer to our Financial Services Guide. You should consider the advice in light of these matters and if applicable, the relevant Product Disclosure Statement before making any decision to invest. Past performance does not necessarily indicate a financial product’s future performance. To obtain advice tailored to your situation, contact a professional financial adviser. Articles are current as at date of publication.
This website contains information and opinions provided by third parties. Inclusion of this information does not necessarily represent Morningstar’s positions, strategies or opinions and should not be considered an endorsement by Morningstar.