My friends and I host a monthly journal club, where someone in the group presents on a topic that they are an ‘expert’ in. I recently presented on AI agents. This talk is mostly unedited, so apologies in advance for the length. Rough timestamps:
3:30 — The State of AI and a Taxonomy of AI Terms
11:50 — LLMs are Compilers for English, English as a Programming Language, Voyager (2023)
30:40 — Let’s Build an Agent!
49:00 — MCP and Common Mistakes with Tools
1:03:30 — How to Make Coding Agents Good
1:30:00 — Trends and Predictions in the AI Industry
1:30:00 — Data / Compute / Researchers, Impacts on the US Economy
1:38:00 — LLM Infra is a winner-take-all-markets, being bullish on Google
1:50:00 — What’s going on with Meta, xAI, and the Chinese models?
2:00:10 — Is AI slowing down? What is the frontier? Where are we going?


