A discussion on OpenAI's new browser ChatGPT Atlas, Andrej Karpathy's pessimistic timeline for AI agents, the DeepSeek-OCR paper on visual context compression, and a study suggesting large language models can suffer from "brain rot" when trained on low-quality social media data.
Amjad Masad, founder of Replit, joins a16z to discuss the rise of AI agents that can now plan, reason, and code for hours. He explains how reinforcement learning and verification loops unlocked long-horizon reasoning, why AI is advancing fastest in verifiable domains like code, and debates whether "good enough" AI might be a local maximum that blocks the path to AGI.
OpenAI's Sam Altman and Greg Brockman, alongside Broadcom’s Hock Tan and Charlie Kawwas, announce a strategic partnership to co-design custom AI chips and vertically integrated systems. This collaboration aims to build the next generation of AI infrastructure, starting with a 10-gigawatt deployment, to meet the world's soaring demand for intelligence.
Professor Vishal Misra of Columbia University introduces a formal model for understanding Large Language Models (LLMs) based on information theory. He explains how LLMs reason by navigating "Bayesian manifolds", using concepts like token entropy to explain the mechanics of chain-of-thought, and defines true AGI as the ability to create new manifolds rather than just exploring existing ones.
Sam Altman discusses OpenAI's strategy, the path to AGI through world models like Sora, the importance of societal co-evolution with AI, and the massive infrastructure and energy requirements for future models. He covers topics from AI safety and regulation to monetization and the future of scientific discovery driven by AI.
Jordan Fisher, co-founder of Standard AI and now at Anthropic, poses critical questions for startup founders facing the imminent arrival of AGI. He explores challenges from software commoditization and building trust in automated teams to finding durable moats and the ethical responsibility of building world-changing technology.