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Nathaniel (NLW) Whittemore

👤 Person
216 total appearances

Appearances Over Time

Podcast Appearances

The AI Daily Brief: Artificial Intelligence News and Analysis
Why an AGI Delay Doesn't Mean an AI Bubble

Today's episode is brought to you by Robots & Pencils.

The AI Daily Brief: Artificial Intelligence News and Analysis
Why an AGI Delay Doesn't Mean an AI Bubble

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The AI Daily Brief: Artificial Intelligence News and Analysis
Why an AGI Delay Doesn't Mean an AI Bubble

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The AI Daily Brief: Artificial Intelligence News and Analysis
Why an AGI Delay Doesn't Mean an AI Bubble

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The AI Daily Brief: Artificial Intelligence News and Analysis
Why an AGI Delay Doesn't Mean an AI Bubble

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The AI Daily Brief: Artificial Intelligence News and Analysis
Why an AGI Delay Doesn't Mean an AI Bubble

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The AI Daily Brief: Artificial Intelligence News and Analysis
Why an AGI Delay Doesn't Mean an AI Bubble

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The AI Daily Brief: Artificial Intelligence News and Analysis
Why an AGI Delay Doesn't Mean an AI Bubble

Beyond that, he also just has a bit of a savant reputation.

The AI Daily Brief: Artificial Intelligence News and Analysis
Why an AGI Delay Doesn't Mean an AI Bubble

This is the guy who coined the term vibe coding back in February, and he is just a great listen.

The AI Daily Brief: Artificial Intelligence News and Analysis
Why an AGI Delay Doesn't Mean an AI Bubble

As Signal on Twitter put it, Carpathy speaks like someone who's running a mental compiler in real time, with minimal interpretive latency and almost zero runtime garbage.

The AI Daily Brief: Artificial Intelligence News and Analysis
Why an AGI Delay Doesn't Mean an AI Bubble

He's not verbose, he just threads complexity into compressed lossless statements.

The AI Daily Brief: Artificial Intelligence News and Analysis
Why an AGI Delay Doesn't Mean an AI Bubble

Most smart people can be dense, but they lose clarity.

The AI Daily Brief: Artificial Intelligence News and Analysis
Why an AGI Delay Doesn't Mean an AI Bubble

Carpathy keeps clarity while cranking the bitrate like an LLM tuned with perfect temperature control.

The AI Daily Brief: Artificial Intelligence News and Analysis
Why an AGI Delay Doesn't Mean an AI Bubble

Okay, so we've got one, Carpathy not having incentives to lie to us.

The AI Daily Brief: Artificial Intelligence News and Analysis
Why an AGI Delay Doesn't Mean an AI Bubble

Two, the general quality of his thoughts and the respect for his thoughts.

The AI Daily Brief: Artificial Intelligence News and Analysis
Why an AGI Delay Doesn't Mean an AI Bubble

And that, of course, leads us to the next thing, which is that reversals always feel like a bigger potential narrative violation or shifting force.

The AI Daily Brief: Artificial Intelligence News and Analysis
Why an AGI Delay Doesn't Mean an AI Bubble

And even though, as he points out, he's been talking about this being a decade-long project throughout 2025, to people who weren't really paying attention, this might feel like a shift.

The AI Daily Brief: Artificial Intelligence News and Analysis
Why an AGI Delay Doesn't Mean an AI Bubble

This is the guy who coined vibe coding and now he says it's slop?

The AI Daily Brief: Artificial Intelligence News and Analysis
Why an AGI Delay Doesn't Mean an AI Bubble

That feels bigger than just some other critic, even if that other critic was saying the same things.

The AI Daily Brief: Artificial Intelligence News and Analysis
Why an AGI Delay Doesn't Mean an AI Bubble

The next point of resonance is that there are lots of folks, even who work in tech, who believe in AI but think that the promises are overblown, at least in the short term.