IL44: From AI Hype to Transformative AGI ft. Aubrie Pagano
发布时间 2025-12-31 06:00:00 来源
摘要
In this Ideas Lab episode, Kevin Coldiron speaks with venture capitalist and former founder Aubrie Pagano about what stands between today’s AI hype and a truly transformative AGI economy. Rather than treating AI as destiny, Aubrie maps the frictions that hold it back: hard power limits, fragile industrial data, and agents that still cannot coordinate with humans or each other. She explains why we may be a full capital cycle or two away from real AGI and why that delay is precisely where the best opportunities lie. The conversation then widens into the “Aquarius Economy,” a possible future in which human agency, not algorithms, becomes the scarcest and most valuable asset.-----50 YEARS OF TREND FOLLOWING BOOK AND BEHIND-THE-SCENES VIDEO FOR ACCREDITED INVESTORS - CLICK HERE-----Follow Niels on Twitter, LinkedIn, YouTube or via the TTU website.IT’s TRUE ? – most CIO’s read 50+ books each year – get your FREE copy of the Ultimate Guide to the Best Investment Books ever written here.And you can get a free copy of my latest book “Ten Reasons to Add Trend Following to Your Portfolio” here.Learn more about the Trend Barometer here.Send your questions to info@toptradersunplugged.comAnd please share this episode with a like-minded friend and leave an honest Rating & Review on iTunes or Spotify so more people can discover the podcast.Follow Kevin on SubStack & read his Book.Follow Aubrie on LinkedIn.Episode TimeStamps: 00:00 - Why agent coordination is still clunky and unreliable00:38 - Intro to Top Traders Unplugged and performance risk framing01:34 - Kevin sets up the Ideas Lab and today’s focus on AGI02:59 - Aubrie’s background as founder, researcher and VC shaping her lens06:04 - Why she wrote about AGI and the Aquarius Economy07:21 - AGI as the last cycle built on labor scarcity10:41 - The blockers framework and why AGI may be a cycle or two away12:58 - Blocker...
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