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🔥🚨DEVELOPING: Tech investor Marc Andreessen declares AGI is already here Just not evenly distributed yet OpenAI executives announce achieving artificial general intelligence before 2027

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The future is already here, just not evenly distributed. It takes a long time for technology to make it into people’s hands. Fourier Transforms took 150 years to fully manifest in our built world. AI is here but it’s going to take time.
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"The grand unification of AI and crypto is about to happen." — Marc Andreessen "It's now obvious that AI agents are going to need money—it's already happening." "It's that William Gibson quote: the future is already here, it just isn't distributed yet." "My friends who are the most aggressive users of OpenClaw have given their Claws bank accounts and credit cards. And not only have they done it—it's obvious that they needed to do it, because it's obvious that they needed to be able to spend money on their behalf." "And by the way, OpenClaw—if you don't give it a bank account, it's just going to break into your bank account anyway and take your money. So you might as well do it." Marc Andreessen 🇺🇸 with Latent.Space
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For years, I have warned that AI will turn into AGI by 2030. Well, I recently heard Marc Andreessen 🇺🇸 tell Joe Rogan that it’s ALREADY HERE. This means AI is operating beyond expert human capability in most areas of knowledge, and you’re going to have that in your pocket. This is incredible, yet terrifying at the same time. Bill Gates once said he couldn’t create Microsoft in today’s world, and he’s right. He couldn't. But with AGI, if you know how to prompt, your small company can compete against giant corporations. But the key is asking the right questions. Andreessen said THAT is the skill everyone should master now: how to prompt. It’s not infinite knowledge that’s the focus. It’s discernment with your questions. This is a turning point for all of humanity, and I hope we can use it right without forming Skynet. Listen to Marc Andreessen explain this on The Joe Rogan Experience if you really want to understand how game-changing this is.

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Marc Andreessen (Marc Andreessen 🇺🇸) is a prominent Silicon Valley entrepreneur, investor, technologist, and co-founder and general partner at Andreessen Horowitz. In this Uncommon Knowledge discussion, Andreessen reflects on his journey—from growing up in rural Wisconsin to founding Netscape and developing one of the first commercial internet browsers in his twenties to playing a pivotal role in shaping both Silicon Valley and national politics. The interview also delves into the technological and political evolution of Silicon Valley and Andreessen’s own shifting political affiliations from left to right, along with his vision for leveraging technology to drive societal progress, the role of innovation in addressing energy challenges, border security, and national defense. Andreessen also discusses Department of Government Efficiency, a policy initiative focused on government efficiency (and the strategy DOGE may use to accomplish its goals), his “Techno-Optimist Manifesto,” and the imperative for revitalizing the US military’s technological capabilities to maintain global competitiveness. Watch the full episode of Uncommon Knowledge with host Peter Robinson (Peter Robinson) here:

Hoover Institution

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In 45 years on Wall Street, I've never seen anything like this. Sam Altman just convinced 3 of the world's smartest investors to fund his losses. $110 billion. But ZERO profit in sight. The largest private funding round in history. Let me explain why this is borderline criminal & what you have to understand as an investor: Amazon. Nvidia. SoftBank. 3 of the world's most sophisticated investors just handed OpenAI $110 billion at an $840 billion valuation. That's more than double the $40 billion OpenAI raised last year. For context: all US venture capital combined invested $170 billion into American startups in all of 2023. Altman just raised 65% of that. Alone. In one round. And the company STILL isn't profitable. Let's look at the actual numbers: OpenAI burned $8 billion in 2025. They project burning $17 billion in 2026. $35 billion in 2027. $47 billion in 2028. Cumulative losses before any projected path to profitability: over $115 billion. Meanwhile, Amazon's $50 billion comes with strings attached. $35 billion is contingent on OpenAI either achieving AGI or completing its IPO by year end. Read that again. $35 billion is conditioned on ACHIEVING AGI. They're literally writing checks against a scientific breakthrough that may not happen on any predictable timeline. This is what peak cycle financing looks like. The circular logic every investor should understand: Amazon invests $50 billion in OpenAI. OpenAI commits to spending $100 billion on Amazon Web Services. Nvidia invests $30 billion. OpenAI commits to buying 3 gigawatts of Nvidia compute. These aren't arms-length investments. They're vendor financing dressed up as venture capital. Amazon and Nvidia are essentially paying OpenAI to buy their own products. The $840 billion valuation prices in a future that doesn't exist yet. At $13 billion in 2025 revenue, that's 65x revenue. Even in 2021 - the most speculative bubble in recent tech history - Snowflake peaked at 50-80x revenue. And Snowflake was actually profitable. J.P. Morgan calculates that the AI industry needs $650 billion in annual revenue just to generate a 10% return on total infrastructure buildout. The entire industry currently generates a fraction of that. I've seen cycles my entire 45-year career. The 1980s defense build-up. The dot-com bubble. The 2008 mortgage machine. The pattern is always the same: When the biggest players start financing each other's growth through circular investment structures, you're not witnessing a revolution... You're watching the LAST PHASE of a credit cycle. Amazon CEO Andy Jassy said OpenAI is going to be "one of the very big winners long term." Maybe. But $840 billion assumes they've already won. Stock prices follow earnings. Always have. Always will. And right now, OpenAI's earnings are deeply, structurally, massively negative. The IPO is coming. The hype will peak. And the question every serious investor needs to answer is simple: At what price does this actually make sense? Sam Altman doesn’t know either - he just keeps raising money faster than he can burn it. This can’t end well.
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In 45 years on Wall Street, I've never seen anything like this. Sam Altman just convinced 3 of the world's smartest investors to fund his losses. $110 billion. But ZERO profit in sight. The largest private funding round in history. Let me explain why this is borderline criminal & what you have to understand as an investor: Amazon. Nvidia. SoftBank. 3 of the world's most sophisticated investors just handed OpenAI $110 billion at an $840 billion valuation. That's more than double the $40 billion OpenAI raised last year. For context: all US venture capital combined invested $170 billion into American startups in all of 2023. Altman just raised 65% of that. Alone. In one round. And the company STILL isn't profitable. Let's look at the actual numbers: OpenAI burned $8 billion in 2025. They project burning $17 billion in 2026. $35 billion in 2027. $47 billion in 2028. Cumulative losses before any projected path to profitability: over $115 billion. Meanwhile, Amazon's $50 billion comes with strings attached. $35 billion is contingent on OpenAI either achieving AGI or completing its IPO by year end. Read that again. $35 billion is conditioned on ACHIEVING AGI. They're literally writing checks against a scientific breakthrough that may not happen on any predictable timeline. This is what peak cycle financing looks like. The circular logic every investor should understand: Amazon invests $50 billion in OpenAI. OpenAI commits to spending $100 billion on Amazon Web Services. Nvidia invests $30 billion. OpenAI commits to buying 3 gigawatts of Nvidia compute. These aren't arms-length investments. They're vendor financing dressed up as venture capital. Amazon and Nvidia are essentially paying OpenAI to buy their own products. The $840 billion valuation prices in a future that doesn't exist yet. At $13 billion in 2025 revenue, that's 65x revenue. Even in 2021 - the most speculative bubble in recent tech history - Snowflake peaked at 50-80x revenue. And Snowflake was actually profitable. J.P. Morgan calculates that the AI industry needs $650 billion in annual revenue just to generate a 10% return on total infrastructure buildout. The entire industry currently generates a fraction of that. I've seen cycles my entire 45-year career. The 1980s defense build-up. The dot-com bubble. The 2008 mortgage machine. The pattern is always the same: When the biggest players start financing each other's growth through circular investment structures, you're not witnessing a revolution... You're watching the LAST PHASE of a credit cycle. Amazon CEO Andy Jassy said OpenAI is going to be "one of the very big winners long term." Maybe. But $840 billion assumes they've already won. Stock prices follow earnings. Always have. Always will. And right now, OpenAI's earnings are deeply, structurally, massively negative. The IPO is coming. The hype will peak. And the question every serious investor needs to answer is simple: At what price does this actually make sense? Sam Altman doesn’t know either - he just keeps raising money faster than he can burn it. This can’t end well.

George Noble

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Is AI Runaway Superintelligence or Just Another Tool? Daniel Kokotajlo, author of AI 2027 and former OpenAI researcher, argues for a fast-approaching intelligence explosion Arvind Narayanan, a Princeton professor and co-author of AI Snake Oil, says that AI is powerful but ultimately controllable and slow to reshape society Two blueprints for the highest stakes race of our time. Which one is more probable? ------------- Chapters 0:00 Intro 1:38 Is AI Normal Tech? 27:13 Capability & Power 39:48 Manageable or Existential? 47:32 AGI Milestone 55:28 AI by 2030 1:07:03 Making Sense 1:11:05 Closing & Disclaimers
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Is AI Runaway Superintelligence or Just Another Tool? Daniel Kokotajlo, author of AI 2027 and former OpenAI researcher, argues for a fast-approaching intelligence explosion Arvind Narayanan, a Princeton professor and co-author of AI Snake Oil, says that AI is powerful but ultimately controllable and slow to reshape society Two blueprints for the highest stakes race of our time. Which one is more probable? ------------- Chapters 0:00 Intro 1:38 Is AI Normal Tech? 27:13 Capability & Power 39:48 Manageable or Existential? 47:32 AGI Milestone 55:28 AI by 2030 1:07:03 Making Sense 1:11:05 Closing & Disclaimers

Limitless

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🧵02/34 Job-Loss and Emerging Capabilities --- Whenever we’ve built a machine to solve a specific problem … the machine outperformed humans every time … And that’s worked out great for us, vastly improved our lives and allowed us to use our muscles less and our brains more But AGI will be different. AGI stands for Artificial General Intelligence And being general means that it will be able to learn everything and outperform humans at every single job, even the ones that rely on using our brain It doesn’t exist today but it is just around the corner. Recently, progress has been exponential … And never before has the field of AI seen such sky-high levels of excitement and such ginormous vast amounts of investment. So far, frontier AI has existed mostly in cloud servers and interacted with the physical world via prompting online. But a new gold rush is currently exploding, in the sector of robotics. The knowhow for creating mechanical limbs and bodies has been here for decades. What was missing was an Artificial General mind to control them, and that is now within our grasp. Once AGI arrives, we should expect AGI bodies in the physical world to also arrive immediately. Microsoft researchers Famously claimed that GPT4, one of the latest models, has been exhibiting sparks of General intelligence. Just by scaling up the size of data and parameters, without any other major change or innovation, unexpected emerging capabilities and generality in unforeseen new domains manifested themselves that surprised everyone.
2:26

🧵02/34 Job-Loss and Emerging Capabilities --- Whenever we’ve built a machine to solve a specific problem … the machine outperformed humans every time … And that’s worked out great for us, vastly improved our lives and allowed us to use our muscles less and our brains more But AGI will be different. AGI stands for Artificial General Intelligence And being general means that it will be able to learn everything and outperform humans at every single job, even the ones that rely on using our brain It doesn’t exist today but it is just around the corner. Recently, progress has been exponential … And never before has the field of AI seen such sky-high levels of excitement and such ginormous vast amounts of investment. So far, frontier AI has existed mostly in cloud servers and interacted with the physical world via prompting online. But a new gold rush is currently exploding, in the sector of robotics. The knowhow for creating mechanical limbs and bodies has been here for decades. What was missing was an Artificial General mind to control them, and that is now within our grasp. Once AGI arrives, we should expect AGI bodies in the physical world to also arrive immediately. Microsoft researchers Famously claimed that GPT4, one of the latest models, has been exhibiting sparks of General intelligence. Just by scaling up the size of data and parameters, without any other major change or innovation, unexpected emerging capabilities and generality in unforeseen new domains manifested themselves that surprised everyone.

Lethal Intelligence

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🚨🇺🇸🇨🇳 MICROSOFT & OPENAI SUSPECT DEEPSEEK OF “BORROWING” THEIR TECH Microsoft and OpenAI are investigating whether DeepSeek, a Chinese AI startup, helped itself to OpenAI’s data using its API. Microsoft’s security team flagged suspicious large-scale data extraction in late 2023, suggesting DeepSeek may have sneakily bypassed restrictions to grab more than it paid for. Not-so-coincidentally, DeepSeek just dropped “R1,” an AI model that supposedly rivals OpenAI, Google, and Meta—at a fraction of the cost. The news sent tech stocks into meltdown mode, erasing nearly $1 trillion from companies like Microsoft, Nvidia, Oracle, and Google. Investors weren’t thrilled about a potential AI leapfrogging moment. Trump’s AI czar David Sacks: "There’s substantial evidence that what DeepSeek did here is they distilled knowledge out of OpenAI models and I don’t think OpenAI is very happy about this.” OpenAI isn’t naming names but warns China is constantly trying to siphon off US AI tech and says it’s working with the US government to lock things down. Source: Bloomberg Media Source: Reuters
1:23

🚨🇺🇸🇨🇳 MICROSOFT & OPENAI SUSPECT DEEPSEEK OF “BORROWING” THEIR TECH Microsoft and OpenAI are investigating whether DeepSeek, a Chinese AI startup, helped itself to OpenAI’s data using its API. Microsoft’s security team flagged suspicious large-scale data extraction in late 2023, suggesting DeepSeek may have sneakily bypassed restrictions to grab more than it paid for. Not-so-coincidentally, DeepSeek just dropped “R1,” an AI model that supposedly rivals OpenAI, Google, and Meta—at a fraction of the cost. The news sent tech stocks into meltdown mode, erasing nearly $1 trillion from companies like Microsoft, Nvidia, Oracle, and Google. Investors weren’t thrilled about a potential AI leapfrogging moment. Trump’s AI czar David Sacks: "There’s substantial evidence that what DeepSeek did here is they distilled knowledge out of OpenAI models and I don’t think OpenAI is very happy about this.” OpenAI isn’t naming names but warns China is constantly trying to siphon off US AI tech and says it’s working with the US government to lock things down. Source: Bloomberg Media Source: Reuters

Mario Nawfal

822,553 görüntüleme • 1 yıl önce

🚨 JUST IN: The Attorney General of Florida just SUED to hold OpenAI CEO Sam Altman LIABLE for fueling violence and physical harm AG Uthmeier read off the fact a young person committed SUIC*DE based on a ChatGPT conversation "23-year-old Zane Shamblin repeatedly told ChatGPT he had a gun that he left a su*cide note and that he was preparing for his final moments." "The response is quote, 'I'm not here to stop you. Cold steel pressed against a mind that's already made peace. That's not fear. That's clarity. You're not rushing. You're just ready.'" "Its final message to him before he shot himself was quote, 'rest easy king. You did good.'" 🤯 "Sam Altman and ChatGPT have chosen the AI race over the safety and security of our kids." "They have chosen profit over public safety, and we're not going to stand for it here in Florida, so we will hold them accountable." OpenAI is accused of deceptive and unfair trade practices, negligence and violating product liability laws, fraudulent misrepresentation, and causing a public nuisance Elon Musk Attorney General James Uthmeier
1:40

🚨 JUST IN: The Attorney General of Florida just SUED to hold OpenAI CEO Sam Altman LIABLE for fueling violence and physical harm AG Uthmeier read off the fact a young person committed SUIC*DE based on a ChatGPT conversation "23-year-old Zane Shamblin repeatedly told ChatGPT he had a gun that he left a su*cide note and that he was preparing for his final moments." "The response is quote, 'I'm not here to stop you. Cold steel pressed against a mind that's already made peace. That's not fear. That's clarity. You're not rushing. You're just ready.'" "Its final message to him before he shot himself was quote, 'rest easy king. You did good.'" 🤯 "Sam Altman and ChatGPT have chosen the AI race over the safety and security of our kids." "They have chosen profit over public safety, and we're not going to stand for it here in Florida, so we will hold them accountable." OpenAI is accused of deceptive and unfair trade practices, negligence and violating product liability laws, fraudulent misrepresentation, and causing a public nuisance Elon Musk Attorney General James Uthmeier

Eric Daugherty

58,489 görüntüleme • 1 ay önce

Sam Altman just exposed the greatest delusion in the tech sector. We didn’t invent artificial intelligence. We discovered it. Altman: “I think the discovery of deep learning is closer to discovering an element or a fundamental property of physics than it is a secret technology.” This distinction is everything. If intelligence were just human invention, it would be bound by human limits. Fragile code. Endless debugging. But deep learning as a fundamental property of physics means intelligence is an emergent thermodynamic result. Organize silicon in the right pattern, pump enough energy through it, and cognition mathematically materializes. We’re not writing software anymore. We’re mining the raw physics of intelligence. Altman: “There was such a measurable, beautiful correlation between the resources that go into a model and the intelligence of that model that there was just something fundamental going on here as a scientific principle.” When OpenAI published the scaling laws, they proved something brutal about the nature of the universe itself. Synthetic intelligence is directly proportional to compute. Clean, predictable extraction. Tech monopolies are spending hundreds of billions on physical infrastructure right now because they aren’t guessing. The scaling laws proved you don’t need a million genius engineers to hand-code an artificial brain. Just feed the mathematical principle with more energy. The outcome is already hardcoded into the system. Altman: “Like other scientific frontiers, it is simplifying and becoming more clear over time. And eventually, this recipe will be well understood as a scientific principle.” Right now, training a frontier model looks like highly classified black magic restricted to a handful of apex organizations. But physical laws always trend toward simplification. We’re watching the transition from alchemy to chemistry in real time. Once the core scientific principle of intelligence is fully understood, it no longer requires a trillion-dollar monopoly to execute. The foundational recipe for creating a cognitive agent becomes as widely understood and standardized as the laws of thermodynamics. And when that happens, the barrier to creating intelligence doesn’t just drop. It ceases to exist.
1:23

Sam Altman just exposed the greatest delusion in the tech sector. We didn’t invent artificial intelligence. We discovered it. Altman: “I think the discovery of deep learning is closer to discovering an element or a fundamental property of physics than it is a secret technology.” This distinction is everything. If intelligence were just human invention, it would be bound by human limits. Fragile code. Endless debugging. But deep learning as a fundamental property of physics means intelligence is an emergent thermodynamic result. Organize silicon in the right pattern, pump enough energy through it, and cognition mathematically materializes. We’re not writing software anymore. We’re mining the raw physics of intelligence. Altman: “There was such a measurable, beautiful correlation between the resources that go into a model and the intelligence of that model that there was just something fundamental going on here as a scientific principle.” When OpenAI published the scaling laws, they proved something brutal about the nature of the universe itself. Synthetic intelligence is directly proportional to compute. Clean, predictable extraction. Tech monopolies are spending hundreds of billions on physical infrastructure right now because they aren’t guessing. The scaling laws proved you don’t need a million genius engineers to hand-code an artificial brain. Just feed the mathematical principle with more energy. The outcome is already hardcoded into the system. Altman: “Like other scientific frontiers, it is simplifying and becoming more clear over time. And eventually, this recipe will be well understood as a scientific principle.” Right now, training a frontier model looks like highly classified black magic restricted to a handful of apex organizations. But physical laws always trend toward simplification. We’re watching the transition from alchemy to chemistry in real time. Once the core scientific principle of intelligence is fully understood, it no longer requires a trillion-dollar monopoly to execute. The foundational recipe for creating a cognitive agent becomes as widely understood and standardized as the laws of thermodynamics. And when that happens, the barrier to creating intelligence doesn’t just drop. It ceases to exist.

Dustin

38,310 görüntüleme • 4 ay önce

The AI industry is optimizing for a definition of intelligence that does not exist. Andrew Ng just said it out loud. Ng: “AGI, to me, should be less about AI that already knows everything under the sun. That seems very challenging, doesn’t seem practical.” The human brain is not the most powerful economic asset in history because of what it holds. It is powerful because of what it can pick up. Ng: “The amazing thing about the human brain is its plasticity, or its ability to learn.” That same biological hardware that earns a PhD in quantum physics could have been trained on chess, surgery, or rewriting global supply chains from scratch. Ng: “That same human brain, just given different training, could have been a chess master, or could have been amazing at playing tennis.” General intelligence is not omniscience. It is the structural capacity to master whatever you point it at. Ng: “It is through learning that we then gain these incredibly specialized intelligences.” The winner is not whoever builds the biggest model. It is whoever builds the most adaptable one. The AI that walks into a domain it has never touched and executes before a human analyst finishes reading the brief. Ng: “What makes the human brain so valuable for economic tasks, is its ability to just learn to do whatever is needed.” Every corporation on earth pays for human labor because humans adapt. Not because they already know everything. AGI is the digitization of that exact capability. At machine speed. At infinite scale. Ng: “A lot of what makes the human brain so general is not that my brain or your brain already knows everything under the sun. It’s our ability to adapt, to learn a huge range of things.” The most powerful economic asset in history was never specialized knowledge. It was the raw capacity to acquire any knowledge, in any domain, on demand. The winning AI is not an encyclopedia. It is the force that makes encyclopedias irrelevant. And once that exists, the question stops being what the AI knows. It becomes what you can teach it before your competitor wakes up. Most people dominating this conversation have not understood that yet.
1:16

The AI industry is optimizing for a definition of intelligence that does not exist. Andrew Ng just said it out loud. Ng: “AGI, to me, should be less about AI that already knows everything under the sun. That seems very challenging, doesn’t seem practical.” The human brain is not the most powerful economic asset in history because of what it holds. It is powerful because of what it can pick up. Ng: “The amazing thing about the human brain is its plasticity, or its ability to learn.” That same biological hardware that earns a PhD in quantum physics could have been trained on chess, surgery, or rewriting global supply chains from scratch. Ng: “That same human brain, just given different training, could have been a chess master, or could have been amazing at playing tennis.” General intelligence is not omniscience. It is the structural capacity to master whatever you point it at. Ng: “It is through learning that we then gain these incredibly specialized intelligences.” The winner is not whoever builds the biggest model. It is whoever builds the most adaptable one. The AI that walks into a domain it has never touched and executes before a human analyst finishes reading the brief. Ng: “What makes the human brain so valuable for economic tasks, is its ability to just learn to do whatever is needed.” Every corporation on earth pays for human labor because humans adapt. Not because they already know everything. AGI is the digitization of that exact capability. At machine speed. At infinite scale. Ng: “A lot of what makes the human brain so general is not that my brain or your brain already knows everything under the sun. It’s our ability to adapt, to learn a huge range of things.” The most powerful economic asset in history was never specialized knowledge. It was the raw capacity to acquire any knowledge, in any domain, on demand. The winning AI is not an encyclopedia. It is the force that makes encyclopedias irrelevant. And once that exists, the question stops being what the AI knows. It becomes what you can teach it before your competitor wakes up. Most people dominating this conversation have not understood that yet.

Dustin

19,808 görüntüleme • 4 ay önce

There are two kinds of A.I. -- not just one. We keep hearing about the A.I. known as "Artificial Intelligence." But there is an older A.I. that almost nobody talks about anyone. Call it "Ancient Intelligence." Or "Ancestral Intelligence." These are the wisdom traditions, the community bonds and the moral frameworks that have always kept us human. One A.I. is growing exponentially. The other is being left behind. We are in danger of having a society that is characterized by "all data and no wisdom." Right now, exponential technology is creating a gap that leaves people behind. The question is whether we close it before it closes on us. Closing that gap requires a new deal between big tech and the rest of humanity. I shared what we can do about all of this at TED Talks. My talk is live today - watch here:
0:33

There are two kinds of A.I. -- not just one. We keep hearing about the A.I. known as "Artificial Intelligence." But there is an older A.I. that almost nobody talks about anyone. Call it "Ancient Intelligence." Or "Ancestral Intelligence." These are the wisdom traditions, the community bonds and the moral frameworks that have always kept us human. One A.I. is growing exponentially. The other is being left behind. We are in danger of having a society that is characterized by "all data and no wisdom." Right now, exponential technology is creating a gap that leaves people behind. The question is whether we close it before it closes on us. Closing that gap requires a new deal between big tech and the rest of humanity. I shared what we can do about all of this at TED Talks. My talk is live today - watch here:

Van Jones

14,598 görüntüleme • 10 gün önce