Tamay Besiroglu joins the podcast to discuss scaling, AI capabilities in 2030, breakthroughs in AI agents and planning, automating work, the uncertainties of investing in AI, and scaling laws for inference-time compute. Here's the report we discuss in the episode.

Timestamps:

00:00 How important is scaling?

08:03 How capable will AIs be in 2030?

18:33 AI agents, reasoning, and planning

23:39 Automating coding and mathematics

31:26 Uncertainty about investing in AI

40:34 Gap between investment and returns

45:30 Compute, software and data

51:54 Inference-time compute

01:08:49 Returns to software R&D

01:19:22 Limits to expanding compute