On this episode of The Real Eisman Playbook, Steve Eisman is joined by Gary Marcus to discuss all things AI. Gary is a leading critic of AI large language models and argues that LLMs have reached diminishing returns. Steve and Gary also discuss the business side of AI, where the community currently stands, and much more.
00:00 - Intro
01:29 - Gary's Background with AI & Where We're At Currently
12:51 - AI Hallucinations
22:27 - Gemini, ChatGPT, & Diminishing Returns
26:46 - The Business Side of AI
28:39 - Where the Computer Science Community Stands
33:58 - What's Happening Internally at These Companies?
37:23 - Inference Models vs LLMs
42:54 - What AI Needs To Do Going Forward
49:51 - World Models
55:17 - Outro
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