Aubrie Pagano

Aubrie Pagano, a venture capitalist and former founder at Alpaca VC, discusses the evolution from AI hype to transformative AGI. She highlights major barriers like energy demands, data gaps, and coordination issues between AI and humans. Aubrie introduces the concept of the 'Aquarius Economy,' where human agency becomes a scarce asset. She suggests we may need one to two capital cycles to achieve true AGI, emphasizing that these delays present unique investment opportunities in areas like skilled labor and energy solutions.