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

  • 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
    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=0.15
    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

  • 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
    #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

  • 提及r=0.20
    Hiring scouts to help me find guests
    @ Dwarkesh Podcast

    My main bottleneck is finding excellent guests. So, I’m hiring a couple part time scouts to help me find the next David Reich/Sarah Paine/Adam Brown. $100/hour, fully remote, work hours are flexible - I expect it’ll be 5-10 hours a week. Ideal candidate is maybe a grad student, or a post doc, or working in one of the fields I wanna find guests in. I’m looking for people who are really plugged into

  • 主講r=0.85
    Thoughts on AI progress (Dec 2025)
    @ Dwarkesh Podcast

    What are we scaling? I’m confused why some people have short timelines and at the same time are bullish on the current scale up of reinforcement learning atop LLMs. If we’re actually close to a human-like learner, this whole approach of training on verifiable outcomes is doomed. Currently the labs are trying to bake in a bunch of skills into these models through “mid-training” - there’s an entire

  • 引用r=0.85
    Podcast Strategy Doc (December 2025)
    @ Dwarkesh Podcast

    The mission I originally titled my podcast The Lunar Society. I changed it to Dwarkesh Podcast eventually because people kept thinking it was a crypto podcast (”to the moon!!!”). I named it after The Lunar Society of Birmingham, an informal club that met in the late 18th century. Members included James Watt, Matthew Boulton, Erasmus Darwin, Joseph Priestley, and Josiah Wedgwood. These were the sci

  • 提及r=0.25
    Thoughts on AI progress (Dec 2025)
    @ Dwarkesh Podcast

    What are we scaling? I’m confused why some people have short timelines and at the same time are bullish on the current scale up of reinforcement learning atop LLMs. If we’re actually close to a human-like learner, this whole approach of training on verifiable outcomes is doomed. Currently the labs are trying to bake in a bunch of skills into these models through “mid-training” - there’s an entire

  • 受訪r=0.95
    Andrej Karpathy — AGI is still a decade away
    @ Dwarkesh Podcast

    The Andrej Karpathy episode. During this interview, Andrej explains why reinforcement learning is terrible (but everything else is much worse), why AGI will just blend into the previous ~2.5 centuries of 2% GDP growth, why self driving took so long to crack, and what he sees as the future of education. It was a pleasure chatting with him. Watch on YouTube ; read the transcript . Sponsors * Labelbo

  • 引用r=0.60
    Richard Sutton – Father of RL thinks LLMs are a dead end
    @ Dwarkesh Podcast

    Richard Sutton is the father of reinforcement learning, winner of the 2024 Turing Award, and author of The Bitter Lesson. And he thinks LLMs are a dead end. After interviewing him, my steel man of Richard’s position is this: LLMs aren’t capable of learning on-the-job, so no matter how much we scale, we’ll need some new architecture to enable continual learning. And once we have it, we won’t need a

  • 提及r=0.20
    Fully autonomous robots are much closer than you think – Sergey Levine
    @ Dwarkesh Podcast

    Sergey Levine , one of the world’s top robotics researchers and co-founder of Physical Intelligence , thinks we’re on the cusp of a “self-improvement flywheel” for general-purpose robots. His median estimate for when robots will be able to run households entirely autonomously? 2030. If Sergey’s right, the world 5 years from now will be an insanely different place than it is today. This conversatio

  • 主講r=1.00
    Pong AI with Policy Gradients
    @ YT · Andrej Karpathy (Eureka Labs)

    Trained for ~8000 episodes, each episode = ~30 games. Updates were done in batches of 10 episodes, so ~800 updates total. Policy network is a 2-layer neural net connected to raw pixels, with 200 hidden units. Trained with RMSProp and learning rate 1e-4. The final agent does not beat the hard-coded AI consistently, but holds its own. Should be trained longer, with ConvNets, and on GPU. This is ATAR

  • 主講r=0.90
    Introducing arxiv-sanity
    @ YT · Andrej Karpathy (Eureka Labs)

    we all know and love archive it is a massive pre-print repository with a lot of wonderful papers unfortunately these papers are not very easy to skim search or sort new papers are also added every single day but unfortunately all you get is this huge featureless list it's easy to miss interesting papers that might be relevant to your research introducing archive sanity the function of this website

  • 主講r=0.90
    CS231n Winter 2016: Lecture 15: Invited Talk by Jeff Dean
    @ YT · Andrej Karpathy (Eureka Labs)

    I'd like to point out that what I'll be presenting today is partly my work in collaboration with others and sometimes I'm presenting work done by people in my group uh that I wasn't really involved in but it's joint work with many many people you'll see lots of names throughout the talk so uh take that with a grain of salt uh so what I'm going to tell you about is kind of how Google got to where i

  • 主講r=0.90
    CS231n Winter 2016: Lecture 14: Videos and Unsupervised Learning
    @ YT · Andrej Karpathy (Eureka Labs)

    terms of administrative items um everyone should be done with sment 3 now if you're not done I think you're late and you're in trouble uh Milestone grades will be out very soon we're still getting through them and they're basically I think done but we have to double check a few things and we'll send them out okay so in terms of reminding you where we are in the class uh last class we looked very b

  • 主講r=0.90
    CS231n Winter 2016: Lecture 13: Segmentation, soft attention, spatial transformers
    @ YT · Andrej Karpathy (Eureka Labs)

    so our administrative uh points for today U assignment three is due tonight so who's done that's good uh was it easier than assignment two okay that's good um hopefully gives you more time to work on your projects um so also remember your Milestones were were uh turned in were turned in last week so we're in the process of looking through the Milestones to make sure those are okay and also we're w

核心概念分布(歷來)

  • 知識工作低態× 9
  • 湧現式規劃× 6
  • 多維度預測× 6
  • 程式碼生成× 3
  • AI 教育× 2
  • 加入Anthropic× 1
  • 超高速增長× 1
  • 盈利能力× 1
  • AI研究× 1
  • 自研究工具× 1
  • 知识工作低态× 1
  • AI 代理× 1
  • 自主思考× 1
  • 開源AI× 1
  • LLM泡沫× 1
  • 機器人學× 1
  • autocomplete with ambition× 1
  • agent memory× 1
  • context engineering× 1
  • SRE agent× 1