The Newcomer Podcast Inside the AI Gold Rush (One Year Later)
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Oct 31, 2025 Explore the shifting landscape of AI investment and the unexpected challenges of widespread agent deployment. Discover the emerging appetite for AI-generated content and the potential mental health implications of AI-driven experiences. Delve into the ongoing debate about whether the AI boom is a bubble or a sustainable growth phase. Get insights on the latest from the Annual AI Fantasy Draft, where the hosts reveal their strategic bets on promising AI startups and highlight dynamic shifts in developer workflows.
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Agents And Voice Were Premature
- Predictions that 2025 would be "the year of agents" and "the year of voice" largely missed their mark.
- Max argues both themes proved premature despite heavy industry hype and early SDK launches.
Agents Need A Long March Of Nines
- Andrej Karpathy compared agents to self-driving cars needing a "march of nines" to reach human-level reliability.
- He suggests agents are early in that progression and may take years to reach robustness.
Fiction Frenzy Powers Consumer AI
- "Fiction frenzy" captures consumer appetite for imaginative, low-accuracy AI experiences.
- Eric warns these consumer worlds may neglect accuracy but can scale engagement quickly.