Reasoning

topic on 15 shows · 24 statements across 24 episodes

Acquired the Y Combinator Startup Podcast BG2 Pod Cheeky Pint Latent Space Lenny's Podcast No Priors WTF is with Nikhil Kamath Sourcery Capital Allocators the MAD Podcast the a16z Podcast Big Technology All-In 20VC

24 statements about Reasoning, every show

ALL-IN Insight
Calacanis: Unlimited tokens in AI models enable unlimited reasoning
“Unlimited tokens, I believe, means unlimited reasoning.”
Jason Calacanis Jul 10, 2026 ▶ 10:12 Open Source Wins, AGI Is Here, and Scorsese’s AI Toolkit with CEOs of Cerebras & Black Forest Labs
CHEEKY PINT Disclosure
Staniszewski: ElevenLabs will not build for deep reasoning or financial analysis
“We wouldn't, for example, go into what I think will happen in a lot of those cases, like very deeply into reasoning version of those use cases where you maybe need to like the multi-touch a lot of complex, a lot of like, Financial analysis of, like, is, like, …”
Mati Staniszewski Apr 14, 2026 ▶ 43:50 The world of voice AI, with Mati Staniszewski of ElevenLabs
Andreessen: Recursive self-improvement and three other AI breakthroughs are actively working
“So the way I think about it is we've had four fundamental breakthroughs in functionality, LLMs, reasoning agents and then and then now RSI and they're all actually working.”
Marc Andreessen Apr 3, 2026 ▶ 11:33 Marc Andreessen introspects on Death of the Browser, Pi + OpenClaw, and Why "This Time Is Different"
Pineau: AI is far away from a breakthrough transformer moment for reasoning
“The transformer moment for reasoning and choosing action and being able to plan at different levels of granularity. We're still far away from doing that.”
Joelle Pineau Feb 6, 2026 ▶ 4:49 AI's Research Frontier: Memory, World Models, & Planning — With Joelle Pineau
LENNY'S PODCAST Prediction Not checkable as stated
Andreessen: AI will excel at reasoning in any verifiable domain
“And I think we all, you know, kind of, I think assume that AI now is going to get really good at reasoning. In, in any domain in which there are verifiable answers, and so that, you know, that's going to include, like, many very important domains.”
Marc Andreessen Jan 29, 2026 ▶ 8:11 Marc Andreessen: The real AI boom hasn’t even started yet
Yi Tay: 'Reasoning' Technically Just Means Post-Training RL with Thinking Trajectories
“So I think the actual, like, technical definition of reasoning is making models better with thinking and post-training. Ok? Yeah. So basically, like, RL-ing the model to think better.”
Yi Tay Jan 23, 2026 ▶ 33:24 Captaining IMO Gold, Deep Think, On-Policy RL, Feeling the AGI in Singapore — Yi Tay
NO PRIORS Opinion
Guo: Reasoning is the biggest AI architecture shift since the transformer
“Reasoning is the biggest paradigm shift in AI architecture since the transformer.”
Sarah Guo Oct 31, 2025 ▶ 10:38 No Priors Ep. 138 | The Best of 2025 (So Far) with Sarah Guo and Elad Gil
SOURCERY Prediction Not checkable as stated
Siddharth: Solving multimodality, reasoning, tool use, and coding yields ASI
“Turing's the world's leading research accelerator, working with all of these frontier labs to advance them along I would say the four pillars of superintelligence which is multimodality, reasoning, tool use, and coding. If you solve these four things, you will…”
Jonathan Siddharth Oct 10, 2025 ▶ 5:19 Inside The $2.2B AI Research Accelerator | Turing · Sourcery with Molly O'Shea
a16z Insight
Chen: Reasoning provides essential robustness for long-horizon AI agents
“Reasoning is core to this ability to operate over a long horizon, because, you know, you imagine kind of yourself solving a math problem, where you try an approach, it doesn't work, and, you know, you have to think about, you know, what, what's the next approa…”
Mark Chen Sep 25, 2025 ▶ 9:52 From Vibe Coding to Vibe Researching: OpenAI’s Mark Chen and Jakub Pachocki
a16z Insight
Patel: AI forecasters underestimate tasks required for total job automation
“I think the problem has been that people underestimate how many things are truly needed to automate human labor, and so they think, like, we've got reasoning, and now that we've got reasoning, we've, like, this is what it takes to take over a job, and I think,…”
Dwarkesh Patel Aug 4, 2025 ▶ 13:26 Dwarkesh Patel and Noah Smith on AGI and the Economy
NO PRIORS Assertion Not checkable as stated
Guo: Foundation model labs are converging on identical product surface areas
“I think one of the more, more interesting things is that you have convergence not just on capability, but also in the, like, product surface areas. Like, most people have search, they have a research product they have reasoning in the models.”
Sarah Guo Apr 3, 2025 ▶ 10:14 No Priors Ep. 109 | With Sarah and Elad
Agarwal: Classical RL ideas from games are relevant for LLM agents
“When we are again talking about things like agents and reasoning and whatnot, I think a lot of the things are probably done on a small scale in the RL literature, in games and whatnot, and a lot of those ideas would be relevant again now.”
Rishabh Agarwal Mar 23, 2025 ▶ 46:04 The Magic of LLM Distillation — Rishabh Agarwal, Google DeepMind
WTF Insight
Srinivas: AI model reasoning requires training on step-by-step lecture and textbook solutions
“If you want reasoning to emerge in a model, it's good for you to, like, make sure you have YouTube transcripts of video like lectures MIT lectures, Stanford lectures and textbooks, like where you actually have problems, where it's not just a problem, but the s…”
Aravind Srinivas Mar 23, 2025 ▶ 55:28 Nikhil Kamath ft. Perplexity CEO, Aravind Srinivas | WTF Online Ep 1. · Nikhil Kamath
20VC Opinion
Morin: AI agents and reasoning will disrupt Nvidia's chip dominance
“Ultimately, the two things that could really, very much shake the industry, the chip industry, in my opinion, is our agents and reasoning.”
Steeve Morin Feb 24, 2025 ▶ 8:23 Steeve Morin: Why Google Will Win the AI Arms Race & OpenAI Will Not | E1262 · 20VC with Harry Stebbings
MAD Insight
Masad: LLMs are next-token completion engines rather than reasoning systems
“What models are still are today is they're like, they're sort of like completion engines, right? That's how LMs are trained. The sort of auto aggressive models where they try to predict the next token. They're still next token prediction machines. Reasoning is…”
Amjad Masad Feb 6, 2025 ▶ 1:03:44 The AI Coding Agent Revolution, The Future of Software, Techno-Optimism | Amjad Masad, CEO, Replit
WTF Opinion
LLMs primarily perform data retrieval and possess very little actual reasoning
“If it's text, they will regurgitate solutions to puzzles. They will, you know, give you answers to questions you may have. It's mostly retrieval. There's a very tiny bit of reasoning, but really not much and that's an important limitation.”
Yann LeCun Nov 27, 2024 ▶ 57:09 WTF is Artificial Intelligence Really? | Yann LeCun x Nikhil Kamath | People by WTF Ep #4 · Nikhil Kamath
BG2 Insight
Jensen Huang: AI Is Incorporating Fast and Slow Thinking Models
“There must be a concept of fast thinking, and slow thinking, and reasoning, and reflection, and iteration, and simulation, and all that and that now it's coming in.”
Jensen Huang Oct 13, 2024 ▶ 5:53 Ep17. Welcome Jensen Huang | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
Goyal: Systems betting on intrinsic LLM reasoning improvements are more durable
“If you build your system in a way that Kind of assumes LLMs will get better at reasoning and get better at sort of agentic tasks in the LLM itself. Then I think you will build a more durable system.”
Ankur Goyal Oct 11, 2024 ▶ 1:45:53 Production AI Engineering starts with Evals
20VC Assertion Not checkable as stated
David Luan: Pure model scaling will not solve AI reasoning
“But I think pure model scaling does not deliver solutions to reasoning.”
David Luan Jun 24, 2024 ▶ 19:08 David Luan: Why Nvidia Will Enter the Model Space & Models Will Enter the Chip Space | E1169 · 20VC with Harry Stebbings
Doshi: Articulating explanations does not prove AI is genuinely reasoning
“Just because something is able to articulate its reason for doing, for getting to an answer, doesn't mean that it is necessarily reasoning.”
Suhail Doshi Mar 20, 2024 ▶ 9:16 Predicting AI’s Next Advances — With Suhail Doshi
ACQUIRED Insight
Huang: LLM reasoning and emergent capabilities stem naturally from reading text
“Within the world's languages and text, there's a fair amount of reasoning that's encoded in it, and we describe a lot of reasoning things, and so if you were To say that a few step reasoning is somehow learnable from just reading things. I wouldn't be surprise…”
Jensen Huang Oct 16, 2023 ▶ 23:30 NVIDIA CEO Jensen Huang · Acquired
NO PRIORS Insight
Zaharia: Linear token generation is inadequate for complex reasoning and planning
“This kind of token by token generation we're doing now is not an amazing format for reasoning because you have to like linearly, like do one, say one thing at a time. So it's not really good for like making plans or comparing versions. I think to get a really …”
Matei Zaharia Apr 25, 2023 ▶ 17:44 No Priors Ep. 11 | With Matei Zaharia, CTO of Databricks
Habib: Next-word prediction at scale forces LLMs to develop reasoning
“They are able to do this task extremely well. And the only way to do that is to have gotten better at under, you know, some form of reasoning and some form of knowledge.”
Raza Habib Feb 28, 2023 ▶ 2:55 The REAL potential of generative AI · Y Combinator
Duke: Emotional agitation shuts down prefrontal cortex reasoning
“When you're emotionally lit up, it's like your brain is shaking, and it shuts down the prefrontal cortex. It shuts down your ability to reason in the same way that a pinball machine just won't work anymore.”
Annie Duke Feb 5, 2018 ▶ 13:45 Annie Duke - Improving Decision Making [Capital Allocators, EP.39]

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