Karpathy: the intelligence explosion began decades ago — both AI skeptics and boosters are wrong

binarybits · x · 2026-09-21

Timothy B. Lee of Understanding AI recaps the AGI debate around Berkeley's The Curve conference and argues both camps are wrong. Boosters included AI 2027 co-author Daniel Kokotajlo and MIRI's Nate Soares; skeptics like Gary Marcus cite MIT NANDA's finding that 95% of corporate AI pilots show little return and a projected $800B revenue shortfall by 2030, advocating narrow tools like AlphaFold instead. Lee sides with Andrej Karpathy's take that "we've been in an intelligence explosion for decades" — real progress, but gradual rather than imminent takeoff — and points to Narayanan and Kapoor's critical writing for balance.

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