About this episode

Ather Gattami and Anders Arpteg discuss the latest developments in AI, including industry dynamics and future research directions.

In this March news episode, our host Ather Gattami sits with Anders Arpteg to unpack a fast-moving period in AI, from NVIDIA GTC and the rise of agentic, always-on systems to the growing demand for inference, physical AI and autonomous driving. They argue that while the industry is moving quickly and companies are racing to build more proactive, capable systems, current models are still far weaker at reasoning and action-taking than the hype often suggests, something they link to the poor results on Arc AGI 3. The conversation also touches on shifting power dynamics between companies like Anthropic, OpenAI and Meta, before ending on a more forward-looking note with Semantic Tube Prediction , a research idea that could offer a more efficient path to reasoning in latent space rather than through token-by-token prediction.

People in this episode

Host: Ather Gattami

Guest: Anders Arpteg

Topics covered

• AI news
• autonomous driving
• agentic systems
• inference demand
• power dynamics in AI

Keywords

• AI
• NVIDIA GTC
• autonomous systems
• inference
• Arc AGI 3
• Semantic Tube Prediction

Mentioned in this episode

Organizations: NVIDIA, Anthropic, OpenAI, Meta

Books & works: Arc AGI 3, Semantic Tube Prediction

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