Episode Details

Why I don’t think AGI is right around the corner
6/2/2025
Dwarkesh Podcast β†—

Key Insights

Bullish:

  • 🟒 $REASONING - AI models are showing significant progress in reasoning capabilities, demonstrating the ability to break down problems, understand user intent, and self-correct.
    • β€œHave you read the reasoning traces of o three or Gemini 2.5? It's actually reasoning. It's bridging down the problem, it's thinking about what the user wants, it's reacting to its own internal monologue and correcting itself when it notices that it's pursuing an unproductive direction.” - Dwarkesh (11:19)
  • 🟒 $AIDEVELOPMENT - πŸ”’
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  • 🟒 $AI - πŸ”’
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Bearish:

  • πŸ”» $COMPUTERUSE - πŸ”’
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  • πŸ”» $AI - πŸ”’
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