Imagine there was a version of poker where everyone played with their hole cards face up. It’s trivial to see that there is a mathematically optimal way to play this game. There’s still an element of strategy involved since you don’t know what the community cards will be but you can model them from a probability distribution and derive your chance of winning and derive an optimal better strategy. Given a fixed series of cards being dealt and assuming optimal play, it’s possible to predict the exact state of the pot after that series of hands without anyone having to sit down and play. (We’ll call this Skill Level 1)
Now imagine a variant of poker where you’re at the table with 5 AIs who can see everyone’s hands and play with exact optimal play and you who can’t see anyone else’s hand. There’s still optimal play possible, it’s just an extra level of difficult involved. You can still observe the bets made by each AI & reverse derive the hand or series of hands that is the only one consistent with that action and, therefore, what bets you should be making against this probability distribution of hands to perform optimal play. Again, there’s a derivable, mathematically optimal strategy in this scenario, even if it is computationally extreme. (We’ll call this Skill Level 2 and Theory of Mind 1 because it requires you to simulate the actions of one level of mind to implement).
Now, imagine you’re playing a 3rd variant of poker where the other 5 opponents are Skill Level 2 AIs , they will play mathematically perfect games but they assume the signals they’ve been getting from the other players must only be coming from mathematically optimal Skill Level 1 players. This is the first interesting variant of poker because this is the first one where it’s possible to get an edge. To succeed at this level of poker, you need to be able to simulate Skill Level 2 poker AIs in your head and know what they must believe if you perform any given action and lead them to believe the maximally inaccurate thing in order for you make the biggest +EV for any given hand, this is a bluff. We’re increasingly getting into deeper realms of computational infeasibility but this is still mathematically optimal play since the behavior of Skill Level 2 AIs is completely deterministic and thus your response must also be completely deterministic. (We’ll call this Skill Level 3 and Theory of Mind 2 because it requires you to simulate a Skill Level 2 player).
Now we get to real poker where you sit down with world class players. All the players have varying but generally pretty high levels of Skills 1, 2 & 3 to get to this point and this is the point where real poker begins. If person A does this action, under mathematically optimal play, that means that they must have this hand/set of hands but person A knows everyone else can figure that out so maybe the real reason they played that action is because they believe person B has X and this action is the maximally effective bluff against X but of course, person B knows this so… ad infinitum. (We’ll call this Skill Level 4 and Theory of Mind ∞ because it requires you to simulate an infinite level of minds who all simulate other minds). This is the first level of poker that moves from mechanical to artistic because there’s not any one right answer, there’s an infinite series of contingent assumptions from which you must guess to derive an edge.
Skill Level 4 is the real skill in poker, it’s where poker moves from a mechanistic game to open up in to an artistic one. I view poker as a kind of language, and the act of reaching Skill Level 4 as like, learning to create beautiful conversation in that language. The act of sitting at a poker table is speaking to each other in bets rather than words and listening to those bets and responding with your own in a way that forms a grammar and a cadence and ultimately, hopefully, something beautiful that has never been said before and will never be said since. Unlike most languages, it’s a adversarial instead of collaborative language where the beauty comes from stymying the other person but that styming can be beautiful for those who are capable of “reading” the language.
Even though Skill Level 4 is the real skill, you can’t hop up to there without mastering Skill Levels 1, 2 & 3 first. Like in English, if you want to make beautiful sentences, you first have to master the rules of grammar, you have to know what came before you and you have to know what delights people so you can produce something truly original but you learn those things so you can express some beautiful words. There is an end point of natural diminishing returns to learning more grammar, there’s a further but still foreseeable endpoint to digesting enough culture to be able to draw upon whatever cultural reference you need to communicate a point. But there is never an end point to how beautiful you can make a piece of writing, how funny you can make the next joke, how striking a turn of phrase can be, that’s a lifelong quest because the complexity is fractal and unending. Same with poker, the jump from Skill Level 2 to Skill Level 3 is TOM1 → TOM2 but the jump from Skill Level 3 to 4 is TOM2 → TOM∞. There’s additionally conceivable skills you can posit lie further on, how to manage a room and be sociable, for example, or how to extend the lessons of poker into life in ways that make you a stronger poker player etc. and we can get endlessly philosophical about it but Skill Level 4 is a concrete encapsulation about what initially enthralls people about poker and the endless depth of complexity it can plumb.