Ari Morcos, a research scientist focused on model interpretability, and Rob Toews, a tech investor, dive into the AI landscape post-NeurIPS. They discuss whether AI models are plateauing, the constraints of infinite lab capital on innovation, and the paradox of U.S. chip restrictions potentially speeding up China's self-sufficiency. Ari reveals the real bottleneck in AI is compute power, not ideas, while Rob predicts major shifts for OpenAI's leadership by 2026, and both foresee a Chinese open-source model taking center stage.
