AI 新聞與投資

Andrej Karpathy (安德烈·卡帕西)

前 OpenAI / Tesla AI 負責人 · Eureka Labs

多維度預測湧現式規劃知識工作低態

Eureka Labs 創辦人。技術實作派——用 AI 寫代碼的人比試過 AI 的人更懂 AI。 YouTube 系列教學(nanoGPT / micrograd)是當代 AI 入門經典。

出現在哪幾期週報

近期訪談

  • 主講r=0.85
    The next big breakthrough will be AIs learning on the job
    @ Dwarkesh Podcast

    Read it here . Thanks to Mercury for sponsoring this essay. Mercury has automated basically my entire bill pay process for my business. I just give contractors a dedicated email address, and when they send an invoice, Mercury automatically creates a draft payment for me to review. I no longer have to hunt through my inbox for invoices or deal with messy spreadsheets to track my bills. Mercury hand

  • 受訪r=0.85
    SpaceX's $2T Case, Nvidia's Shock Selloff, America Turns on AI, Trump Pulls AI Order, Bond Crisis?
    @ All-In Podcast

    (0:00) Gavin Baker joins the show! (0:30) Andrej Karpathy joins Anthropic; hypergrowth and profitability (12:42) Why Americans have turned on AI, anti-human perception (27:22) Trump pulls AI EO, US-China AI relationship, dystopian AI layoffs (45:19) SpaceX S-1 tear down! Breaking down the three major businesses and the case for a $2T valuation (1:11:22) Nvidia smashes earnings but stock falls, why

  • 提及r=0.20
    Rick Rubin on AI, Creativity, and The Way of Code
    @ a16z Podcast

    Rick Rubin joins Marc Andreessen, Ben Horowitz, Anjney Midha, and Erik Torenberg to discuss creativity, artificial intelligence, and his book The Way of Code , which reimagines the Tao Te Ching for the age of AI. The conversation explores vibe coding, remix culture, artistic process, entrepreneurship, and what AI changes, and doesn't change, about creativity. Rubin argues that AI is best understoo

  • 提及r=0.20
    Grant Sanderson – AI and the future of math
    @ Dwarkesh Podcast

    Always so much fun to chat with Grant . AI has been making much faster progress in math than in other fields. As a result, mathematics is showing us, very concretely, what AI progress in other fields will look like. Even within mathematics, there’s a jagged landscape. What does it look like? What is the nature of the most important conceptual breakthroughs in the history of mathematics, and how di

  • 提及r=0.15
    Beyond P(doom): Marc Andreessen - Betting on America
    @ a16z Podcast

    Marc Andreessen joins CSIS's Navin Girishankar for a wide-ranging conversation on artificial intelligence, productivity growth, industrial policy, and America's technological future. Andreessen argues that while AI has already begun reshaping the economy, the largest impacts are still ahead. He explores how AI could dramatically expand access to expertise, improve productivity, and transform indus

  • 提及r=0.20
    What Codex Unlocks for Nextdoor
    @ YT · Sam Altman (OpenAI)

    Codex has fundamentally changed how we think about engineering to the point that we can't even imagine engineering without it. Hi, I'm Corey Dolphin. [music] I'm the head of engineering at Nextdoor supporting our core platform pillar, and this is what Codex unlocks. A lot of it stems from the ability of an individual engineer to take an idea from a concept all the way out to production on all of o

  • 提及r=0.15
    AI, Design, and the Power of Open Models
    @ a16z Podcast

    Yoko Li and Justine Moore speak with Ideogram founder and CEO Mohammad Norouzi about image generation models, design workflows, and the evolving relationship between AI and creative work. The conversation covers Ideogram's decision to release an open-weight model, the challenges of generating text and layouts within images, and why controllability has become an increasingly important area of resea

  • 提及r=0.15
    Customer Ignite Talk: Antonio Bravo Acin (Global Head of AI Transformation, BBVA) & OpenAI
    @ YT · Sam Altman (OpenAI)

    So next I want to share a fantastic example of a company that's going allin across all three of these pillars that Katie was just telling us about. BBVA are one of the largest banks in the world. Their goal wasn't to make AI an add-on. It was to infuse it throughout the entire business. Not just answering questions but actively supporting critical business functions. They started by rolling out JB

  • 提及r=0.15
    Tyler Cowen & Alex Tabarrok on AI, Jobs, and Economic Growth
    @ a16z Podcast

    Wyatt Thomson of OpenAI speaks with economists Tyler Cowen and Alex Tabarrok about AI, labor markets, and the future of economic growth. The conversation explores one of the most common fears surrounding AI: that increasingly capable systems will eliminate jobs. Cowen and Tabarrok argue instead that economic growth remains the key variable. Throughout history, productivity-enhancing technologies h

  • 提及r=0.20
    AI Dev 26 x SF | Andrew K. Davies: Deterministic Memory: How to Build an AI That Cannot Lie
    @ YT · Andrew Ng (DeepLearning.AI / Coursera)

    What if your AI's memory was mathematically verifiable? What if every retrieval was provenance-backed, every result bit-exact and cryptographically reproducible? OnMemory.ai introduces deterministic semantic memory built on E8 lattice quantization, replacing probabilistic vector search with a multi-lane retrieval engine where every answer can be traced to its source. In this session, Andrew K. Dav

  • 提及r=0.25
    Vitalik Buterin on Human Agency in the AI Era
    @ a16z Podcast

    Sophia Dew and Binji Pande speak with Vitalik Buterin about technology, human agency, and how the internet is changing the way people think, build, and relate to the world around them. Drawing from his writings and personal reflections, Buterin discusses how his worldview has evolved over the last decade, from creating Ethereum as a teenager to thinking more deeply about the social and philosophic

  • 提及r=0.20
    Eric Jang – Building AlphaGo from scratch
    @ Dwarkesh Podcast

    Eric Jang walks through how to build AlphaGo from scratch, but with modern AI tools. Sometimes you understand the future better by stepping backward. AlphaGo is still the cleanest worked example of the primitives of intelligence: search, learning from experience, and self-play. You have to go back to 2017 to get insight into how the more general AIs of the future might learn. Once he explained how

  • 提及r=0.15
    AI Dev 26 x SF | Jerry Liu: My Agent Can't Read a PDF?
    @ YT · Andrew Ng (DeepLearning.AI / Coursera)

    The future of automating knowledge work depends on AI agents that can reliably read and understand documents — but today's agents struggle with complex layouts, tables, and visual elements. This talk by LlamaIndex' Jerry Liu explores why document parsing remains a critical bottleneck for agentic workflows and introduces new open-source innovations to address it, including ParseBench, a benchmark f

  • 提及r=0.15
    Hugging Face's Clem Delangue on Open Source AI and the LLM Bubble | MTS Live
    @ a16z Podcast

    Clem Delangue joins MTS to discuss the global open-source AI landscape, the current large language model bubble, and the future of consumer robotics. Originally aired on MTS, Theo Jaffee and Sofia Puccini speak with Clément Delangue, CEO at Hugging Face, about the global open-source AI race, why he believes the real bubble is in API-based large language models, and how robotics could become the ne

  • 引用r=0.15
    AI Dev 26 x SF | Eli Schilling: Hands On Agent Context & Memory Engineering with Oracle AI Database
    @ YT · Andrew Ng (DeepLearning.AI / Coursera)

    We are going to talk about agent memory. Um, I don't know about you, but after building some of these systems and and working with uh memory and context engineering, I kind of wish I could implement a system like this for myself. Um, my memory works just well enough that I can remember your name for about 30 seconds after I meet you. And then I just wish I could run a query and pull that out of my

  • 提及r=0.15
    AI Dev 26 x SF | Aditi Gupta: Building SRE Agents with the Redis Context Engine
    @ YT · Andrew Ng (DeepLearning.AI / Coursera)

    I'm really excited to talk to you guys about what we're doing with the Reddus context engine and what my team, the applied AI team at Reddus, uh, has been building and how we built an S sur agent that you can actually trust in production. And as you guys might know, that's a feat. Let's start with the problem statement. So, why did my team build out an S sur agent in the first place? Um, when we w

  • 提及r=0.20
    Marc Andreessen on Builder Culture in the Age of AI
    @ a16z Podcast

    Erik Torenberg speaks with Marc Andreessen about the state of AI, media, and the broader cultural and economic shifts shaping the internet. They discuss how narratives around AI, from fear to hype, are influencing public perception, and why real-world usage tells a very different story. The conversation covers AI’s impact on jobs and productivity, the rise of “AI-native” builders, and why increase

  • 提及r=0.15
    Codex for Everyday Work: AI Agents Beyond Coding
    @ YT · Sam Altman (OpenAI)

    Good afternoon. Welcome to OpenAI Forum. Uh my name is Chris Nicholson. I'm with the global affairs team and I'm glad to be here with all of you. So the forum, as some of you know, is a place where we talk with experts about how AI is being used in the world. Today's conversation is about codecs and why it matters beyond software engineering. So more and more people are using codeex to help with k

  • 引用r=0.30
    Building Agents at Home: Parenting, Work, and Benevolent Neglect
    @ a16z Podcast

    Katherine Boyle and Sarah Wang speak with Jesse Genet, a startup founder and family builder, about building 11 AI agents while homeschooling four young children. Jesse runs agents across roles ranging from coding to curriculum planning to household management, and she shares how agent architecture, logging systems, and “benevolent neglect” parenting have changed her life as both a founder and a mo

  • 引用r=0.90
    Graham Allison on the Global Realignment: Iran, China, Israel, Greenland
    @ All-In Podcast

    (0:00) The Besties welcome legendary Harvard professor Graham Allison (1:14) Iran Conflict: Strategy, Netanyahu's influence, Trump's motivation, redefining Middle East security (11:44) Iran endgame scenarios: Democracy, extremism, second-order effects (21:07) Israel: Is Netanyahu destroying Israel's democracy? (24:28) China: Taiwan invasion, trade, and Trump's April meeting (39:50) Greenland: Impo

  • 提及r=0.15
    Ben Horowitz on Venture Capital and AI
    @ a16z Podcast

    Anjney Midha, founder of AMP PBC, speaks with Ben Horowitz, cofounder of a16z, about how venture capital changed from a small, relationship-driven business into a scalable system for backing new technology companies. They discuss network effects, firm design, leadership, culture, and how AI is reshaping both the capital race and the kinds of companies that can be built now. Resources: Follow Ben o

  • 提及r=0.15
    Rethinking Git for the Age of Coding Agents with GitHub Cofounder Scott Chacon
    @ a16z Podcast

    Matt Bornstein speaks with Scott Chacon, cofounder of GitHub and CEO of GitButler, about why Git's user interface has barely changed since 2005, how GitButler is rethinking version control for both humans and AI agents, and what the "next GitHub" might actually look like. They cover parallel branches, agent-optimized CLI design, the future of code review, and why the best engineers of the future w

  • 提及r=0.20
    Marc Andreessen on AI Winters and Agent Breakthroughs
    @ a16z Podcast

    This episode originally aired on the Latent Space Podcast. swyx and Alessio Fanelli speak with Marc Andreessen about the arc of AI from its origins in 1943 to today's breakthroughs in reasoning, coding agents, and self-improvement. They cover the parallels between AI scaling laws and Moore's Law, the architectural insight behind Claude Code and the Unix shell, the coming supply crunch in compute,

  • 提及r=0.25
    Jensen Huang LIVE: Nvidia's Future, Physical AI, Rise of the Agent, Inference Explosion, AI PR Crisis
    @ All-In Podcast

    (0:00) Jensen Huang joins the show! (0:26) Acquiring Groq and the inference explosion (8:53) Decision making at the world's most valuable company (10:47) Physical AI's $50T market, OpenClaw's future, the new operating system for modern AI computing (16:38) AI's PR crisis, refuting doomer narratives, Anthropic's comms mistakes (20:48) Revenue capacity, token allocation for employees, Karpathy's aut

  • 提及r=0.15
    What Happens When a Public Company Goes All In on AI
    @ a16z Podcast

    David Haber speaks with Owen Jennings, executive officer and business lead at Block, about how the company rebuilt itself around AI agents, small squads, and internal tools like Goose and Builder Bot after restructuring more than 40% of its workforce. They discuss what it took to execute a major restructuring, how teams of three are now doing what teams of 14 used to, and how Block is shipping AI-

  • 提及r=0.20
    Terence Tao – Kepler, Newton, and the true nature of mathematical discovery
    @ Dwarkesh Podcast

    We begin the episode with the absolutely ingenious and surprising way in which Kepler discovered the laws of planetary motion. People sometimes say that AI will make especially fast progress at scientific discovery because of tight verification loops. But the story of how we discovered the shape of our solar system shows how the verification loop for correct ideas can be decades (or even millennia

  • 提及r=0.20
    #493 – Jeff Kaplan: World of Warcraft, Overwatch, Blizzard, and Future of Gaming
    @ Lex Fridman Podcast

    Jeff Kaplan is a legendary Blizzard game designer of World of Warcraft and Overwatch, now preparing to launch a new game, The Legend of California, from his new studio Kintsugiyama – available to wishlist on Steam today, with alpha later in March. Thank you for listening ❤ Check out our sponsors: https://lexfridman.com/sponsors/ep493-sc See below for timestamps, and to give feedback, submit questi

  • 提及r=0.70
    #490 – State of AI in 2026: LLMs, Coding, Scaling Laws, China, Agents, GPUs, AGI
    @ Lex Fridman Podcast

    Nathan Lambert and Sebastian Raschka are machine learning researchers, engineers, and educators. Nathan is the post-training lead at the Allen Institute for AI (Ai2) and the author of The RLHF Book. Sebastian Raschka is the author of Build a Large Language Model (From Scratch) and Build a Reasoning Model (From Scratch). Thank you for listening ❤ Check out our sponsors: https://lexfridman.com/spons

  • 主講r=0.85
    What I've been reading recently - Jan 10, 2026
    @ Dwarkesh Podcast

    I was recently chatting with a friend who has a similar job to mine. We were talking about how even though our jobs are fundamentally about learning about stuff, our time so easily gets sucked up by other things. So to hold myself accountable, I’m gonna try to publish a blog post every two weeks or so where I explain what I’ve been reading. Max Hodak’s theory of consciousness I’m totally gonna but

  • 提及r=0.15
    #491 – OpenClaw: The Viral AI Agent that Broke the Internet – Peter Steinberger
    @ Lex Fridman Podcast

    Peter Steinberger is the creator of OpenClaw, an open-source AI agent framework that’s the fastest-growing project in GitHub history. Thank you for listening ❤ Check out our sponsors: https://lexfridman.com/sponsors/ep491-sc See below for timestamps, transcript, and to give feedback, submit questions, contact Lex, etc. Transcript: https://lexfridman.com/peter-steinberger-transcript CONTACT LEX: Fe

核心概念分布(歷來)

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