TBPN Diet TBPN: October 20th, 2025
64 snips
Oct 21, 2025 Tyler and Jordy dive into the latest trends in AI, discussing Karpathy's take on 'AI slop' and the long-term implications of OpenAI's partnerships. They also explore the geopolitical shifts with NVIDIA exiting China and the US trying to gain tech supply independence. The duo humorously tackles the absurdity of celebrity AGI predictions while reflecting on the extreme beliefs about AI's potential impact. Plus, hear about Starbucks' AI integration in stores and Uber's innovative digital tasks for drivers, all wrapped up with a dash of heist drama from the Louvre!
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AGI Timelines Are Likely Longer Than Hype
- Andre Karpathy argues AGI is likely a decade away, tempering near-term doomsday claims.
- This reframes 'AGI next year' narratives and suggests more gradual progress than hype implies.
Labs Behave Like Hyperscalers
- OpenAI and other labs are acting like hyperscalers, focusing on users, ads, and commerce rather than pure research signals.
- That corporate behavior makes a 10-year AGI view paradoxically bullish for long-term investment.
Vet AI Monetization Before Betting On CapEx
- Consider where AI revenue will come from before assuming massive CapEx is sustainable; partnerships matter.
- Note OpenAI's deals with Etsy and Walmart but not Amazon or eBay when assessing monetization paths.