Unsupervised Learning AI Round Up: Ari Morcos from Datalogy AI and Rob Toews from Radical VC on Karpathy Reactions, OpenAI’s Dealmaking, & Bubble Reality Check
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Oct 24, 2025 
Ari Morcos, Head of Research at Datalogy AI and a neuroscientist turned AI researcher, joins Rob Toews of Radical VC, an AI investor, to discuss AI's current state and future. They dissect Andrej Karpathy's claim that AGI is over a decade away, debating the sustainability of AI investments amid fears of an industry bubble. Topics include the impact of data quality versus sheer computational power, the ethical implications of deepfakes, and the potential of brain-computer interfaces. The duo also highlight the ongoing relevance of traditional industries like healthcare and coding.
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Hype Versus Real Progress
- There's clear overhyping in parts of the AI conversation, but the underlying progress is substantial and transformative.
- Stopping model improvements today would still leave a massive economic and societal impact to unfold.
Bubble Dynamics And Leverage Risks
- Bubbles often accompany transformative technologies because finance decouples from technology timelines.
- Rising leverage in the system, especially heavy CapEx for data centers, raises systemic risk concerns.
Prefer Efficiency Over Infinite Scaling
- Don't assume infinite compute is the only path; constraints drive innovation and efficiency.
- Prioritize architectural and data-quality improvements over blindly scaling CapEx.