Nathaniel (NLW) Whittemore

In other words, a lot of the folks that were head nodding along with Andre are the people that are specifically asking AI to do novel things.

In other words, the things that it's quite difficult for AI to do.

These are the folks who are living at the edge of the capability set and running up against the limits every day.

So that big hyperbolistic transformation rhetoric is the farthest from their lived experience because they literally can't get it to do what they want.

But then, man, there were so many of the people who latched onto this, not because of technology resonance, but because they're just simply annoyed with AI people.

In some cases, they're market participants who are now positioning for a bubble, but some just don't like the AI conversation or the people in it for whatever reason.

So here are my problems with this discourse as we've had it.

First of all, I should note that I don't have any problem with Karpathy sharing his beliefs here, nor even with people I disagree with picking it up and using it on their bully pulpit.

To the extent that there are bubble dynamics, if you are one who doesn't wish to see a bubble, these moments which let out air are the single best salve and probability reducer for a bigger potential problem down the line.

Second, it should be noted that Karpathy is far from bearish here.

He articulated that in his post, and Danielle Fong also added, Karpathy being bearish is the most mid-twit response to this.

He gives a totally inspiring vision of the future, which has the advantage of actually having a pathway to build it.

in addition to his timelines being more realistic.

It's incredibly bullish, actually.

But I do have some issues with the conversation, because I think that the critiques that are real aren't nearly as clear-cut as they're being presented.

First of all, Andre is speaking extremely specifically from his own experience.

I just discussed how a lot of the technologists who this is resonating with are those who are running up against the limits of these tools every day, and that is absolutely the experience that Andre has.

Frankly, he himself uses a lot of hyperbolic language.

He talks about things being terrible and quote-unquote slop that are clearly, in my opinion, loose language and which I don't think most people would consider as such.

Now, this isn't a bad thing, by the way.