AI Round Up: Ari Morcos from Datalogy AI and Rob Toews from Radical VC on Karpathy Reactions, OpenAI’s Dealmaking, & Bubble Reality Check

In this episode of Unsupervised Learning, Jacob Effron hosts Ari Morcos from Datology and Rob Toews from Radical for a recurring series discussing major AI topics. They debate whether the AI industry is in a bubble, referencing Andrej Karpathy's comments on AI's current limitations and future potential. The conversation covers OpenAI's recent developments, including Sora, the Apps SDK, and its new browser, as well as the implications of large-scale compute deals and potential acquisitions for Apple. They also analyze the AI app ecosystem, discussing the value and investment opportunities within it, the progress in video models, and the balance between consumer "slop" and valuable AI applications. The panel also explores the geographic concentration of AI companies, data moats, and the role of specialized versus state-of-the-art models, and potential acquisitions in the AI space, particularly by Apple.