The Real Reason AGI Is Harder Than You Think: The Missing Variable in AI

Описание: The entire AI industry is betting that more compute + more data = AGI.
But there's a fundamental problem nobody's talking about: current AI systems have language models, not world models. They predict text patterns. They don't understand reality.

In this video, I break down:
• Why ChatGPT and Claude don't actually "understand" anything
• The 4 structural bottlenecks that scaling can't solve
• What Epoch AI's research says about data exhaustion (2026-2028)
• Why inference costs will break the "AI everywhere" thesis
• Where Yann LeCun and Fei-Fei Li think the real breakthroughs will come
• Where I'd actually put capital in AI right now
This isn't AI doomerism. I use these tools every day. But if you want to understand where the REAL value will be created in AI over the next decade, you need to understand the actual constraints - not the hype.

This framework is inspired by years of working with crypto, AI, and emerging technologies — focusing not on narratives, but on constraints, because constraints determine outcomes.

If you’re an:
AI researcher
Founder or builder
Investor or operator
Or someone trying to understand where AI is actually going
This video will change how you think about AI progress.
━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━
⏱️ TIMESTAMPS:
00:00 - The $100 Billion Bet
00:42 - What AI Actually Does (Not What You Think)
01:53 - The Ball Drop Test: Language vs World Models
02:47 - Why This Distinction Changes Everything
03:24 - 4 Ways AI Systems Fail (Systematically)
04:25 - The Scaling Wall: Data, Costs, Benchmarks
06:47 - Where To Actually Invest in AI
08:06 - The One Question That Determines Everything
08:47 - What I'm Looking At
━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━
📚 GO DEEPER:
Full article with technical details and research citations:
👉 https://cryptostory.substack.com/p/th...
━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━
🎯 ABOUT THIS CHANNEL:
The Crypto Story breaks down complex topics in crypto, AI, and finance with institutional-grade analysis - without the jargon. I spent 5+ years in crypto research and investment, managing portfolios and building evaluation frameworks. Now I make that thinking accessible.
New videos every week. Subscribe if you want depth, not hype.
━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━
🔗 CONNECT:
📩 Newsletter: https://cryptostory.substack.com/
🐦 Twitter/X: https://x.com/CryptoStoryHQ
💼 LinkedIn:   / rishabh-nagar-444b48a6  
━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━
Disclaimer:
This content is for educational and informational purposes only and reflects my personal views. Nothing in this video or description should be considered financial, investment, or legal advice. Always do your own research and consult with a qualified professional before making any financial decisions.
━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━

#AI #AGI #ArtificialIntelligence #ChatGPT #Claude #OpenAI #Anthropic #MachineLearning #DeepLearning #TechInvesting #FutureOfAI #AIResearch #LLM #GPT5 #WorldModels