Episode Description
The AI discourse is absolutely frenetic right now — everything from Karpathy's misinterpreted jobs visualization to a viral dog cancer cure story that's both less and more than it seems. NLW's argument: we're in AI's Second Moment, the agentic equivalent of the original ChatGPT shock, but with bigger capabilities, billions more people in the conversation, higher economic stakes, and an industry that's had three years to get worse at explaining itself. In the headlines: a preview of NVIDIA's GTC, SEC filings quietly listing AI agents as a material risk, and ByteDance shelving its video model over copyright disputes.
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