What’s Next for AI?

Show Notes

Are large language models (LLMs) plateauing, or are we just entering a new & different phase of AI? In this conversation, the PBJ crew digs into the scaling debate, from GPT-5 to the latest breakthroughs: - Why some believe LLM progress is slowing - The case for “trusting the curves” and continued compute-driven growth - Chips, power, and energy as AI’s limiting factors - Elon Musk, Google, and the race to build massive GPU clusters - Models vs. products: where value may shift if scaling stalls - New releases like Nano Banana and Veo 3 as signs of momentum beyond GPT-5 The discussion explores whether the future of AI and value capture lies in bigger models like GPT-5, better products, or a pivot to entirely new approaches. Veo 3: https://gemini.google/overview/video-generation/ Nano Banana: https://aistudio.google.com/prompts/new_chat?model=gemini-2.5-flash-image-preview Timestamps: 0:00 - Plateau vs. Scaling 3:16 - Investment Signals 6:24 - Beyond Models: Product Innovation, Data Generation, and New Breakthroughs 🎧 From the PBJ podcast recorded at 📍Presidio Bitcoin 🔗 Full episode: https://youtu.be/uaN_P80CCFI 🐦 Follow us: https://x.com/PresidioBitcoin 🌐 Learn more: https://presidiobitcoin.org Subscribe Apple: https://podcasts.apple.com/us/podcast/presidio-bitcoin-jam/id1804198027 Spotify: https://open.spotify.com/show/0N8ZFqAkTwxNmjDXdIo7cT Fountain: https://fountain.fm/show/j2kz7CShWNQaF25Nf6uB