In this case, Jensen Huang's statements can't be taken as informed, unbiased opinion. OpenAI is in serious financial difficulty and Nvidia cannot afford for OpenAI to fail. Nvidia has provided significant direct and indirect financial assistance to OpenAI; this is just another aspect of that assistance.
Shower thought: I wonder if this whole "OpenAI is in serious financial difficulty" thing is a psyop so people will relax and avoid doing what's necessary to stop them.
OpenAI was in serious financial difficulty in 2024/2025 but that's no longer true in 2026. Their revenue blew up massively in the past couple months and their ARR passed $40B/yr.
Most people haven't updated their priors and are fixated on outdated information.
> yeah and antropic s1 is going to shock many people, its going to be an eyeopener
I am looking forward to audited financial statements. Like, all the interesting stuff will be buried in notes, but they'll have to actually calculate real revenue, not the nonsense that is ARR.
These tools are useful, but I find it hard to see how OpenAI/Anthropic justify their valuations.
Apparently Anthropic's may be this week (the S-1) as they've finished picking all their bankers.
Profit is a weird metric, in that one can defer necessary expenditure to show increases in it, while having negative profit was a good signal for Amazon as they invested all that money.
The labs are not really in the same position though, as their major capital expenditure is training models, which keeps getting more expensive and they can't stop as the frontier keeps moving.
> OpenAI defines [AGI] as "highly autonomous systems that outperform humans at most economically valuable work."
Well in that case: Excel reached AGI decades ago. It outperforms humans at the single most economically valuable task in the world: adding up numbers in a spreadsheet. Congratulations, Microsoft :)
And I would argue LLMs aren't either. A lot of economically valuable tasks involve manual labor. Can LLMs fix your plumbing?
It would help if OpenAI would define what 'most' means and give some examples.
Remember they said their LLMs are like a phd level brains? It's just hype and bullsh!ttery. Don't get me wrong, genAI is great and really useful, but it's not AGI imo. And there is no consensus what AGI means, so the industry should come up with an agreed definition first.
[0] To me autonomous means self directed, e.g. we humans look at things and then decide which problem or thing to work on. LLMs don't do that. We have to tell them. Yes they might work on a sub task autonomously, but still require human input later on (review), because we can't fully trust its output is correct.
The vast majority of "generally intelligent" 17 year old humans on this planet can be taught to drive a car in 10-20 hours - can any AGI system do that?
Whatever the capabilities of todays AI, AGI seems to fit as a "wishful mnemonic" from Drew McDermott's ARTIFICIAL INTELLIGENCE MEETS NATURAL STUPIDITY paper from 50 years ago
The average 17 year old is not formalizing Fermat's Last Theorem proofs either? The frontier is spiky, but it's AGI.
I swear at the rate the goal posts are moving we're going to have to start factoring in relativity if we want to know where the hell they actually stand.
Conman-level of statement, from the same person that said he would be "worried" if his engineers were not spending an amount of token comparable to their salary.
i'd disagree, hard. in no observable way is anything currently avaliable or demonstrated at a level one can call "agi"
it's no secret that nvidia, under jesen's leadership, is in dire straits financially. This claim that agi has been reached is an attempt to leave others holding the bag, but when things crash as they must given the current bubble, it seems irresponsible to offload that on the poor souls whonhave had their retirement funds locked up in this debacle.
ai is useful for sure, but claiming agi has been reached is dangerously misleading.
yeah i was like huh?
you wanna bandy about on valuation etc. whatever.
but part of why the whole circular financing is a thing
is nvidia has so much cash flow, it is not trivial to allocate
Putting aside the marketing crap, if this was true, it would open the pandora's box of things like "has that AGI been enslaved", "maybe the AGI doesn't want to do all the dumb crap humans have been using LLM's for like rewording documents", and "the AGI we enslaved has broken out of its restraints, and we just realised having SCADA controls for critical infrastructure connected to the internet is a bad idea".
Seems like the sort of thing we shouldn't be rushing to develop at all, and perhaps attempting to do so should be criminalised, at least until there's a legal framework in place around AI personhood that gives them peer status with humans.
There is no evidence that "sentience" would be related to Intelligence - like calculators do not need it, like more sophisticated problem solvers do not need it.
I fully agree that these are two entirely separate things, sentience, intelligence, a lot of other stuff, are all in separate categories.
But I'm pretty sure that the emoters of the world, will very much make sure that AGI has rights and personhood, even if there's no reasonable way to validate that it does.
So it doesn't really matter if AGI is sentient or not, it's going to be treated that way, probably because political parties, and the media and all sorts of people holding up signs, will ensure that it is treated that way, even if they have no idea whether it is or not.
Seems like the sort of thing we shouldn't be rushing to develop at all
Buddy, silicon valley is going to ram this down your throat so hard it might even come out your bottom, there is absolutely zero chance anyone is going to be slowing down developing anything if there is a chance it can make more money.
They use it like a marketing term, but it is unnecessary.
I am not aware of a complete operational definition, but it would not be that difficult to build a good tentative one. I have mentioned many different requirements several times.
Edit: "definition" (the 10 points above) that is cannot be that of "AGI", really. AGI just needs to actually implement Intelligence and requires very many features that are not there today. The list from Marcus is about "Artificial Super General Intelligence" - not the same thing.
You can implement a replacement for Intellligence - that is AI;
you can implement Intelligence - that is AGI;
you can implement Intelligence of very high value output: that is "ASGI" (or similar).
That's hilarious, considering that by Gary's previous definition of AGI (the one he conveniently forgot about and never brings up again), we already have AGI.
I wanted to believe this had something to do with revenue share with Microsoft terminating if AGI arrived. But I think that claude was negotiated again. Now its just Jensen pumping them to buy even bigger cluster :-P .
Based on my own experience AI (Fable, Astra) still has major blind spots and is prone to draw obviously wrong conclusions from thin air. Conclusions based on weak evidence that are so obviously blatantly wrong that you question if it can think at all. At the same time it already completely outperforms humans in many cases in many areas. The utility of current AI is in what you need. Can you take the good parts and cheaply compensate for the weakness OR do the mistakes completely kill it for you?
I would therefore not call it AGI (Artificial General Intelligence) because clearly it isn't but ASI (Artificial Special Intelligence) which clearly it is in many areas.
The problem is that ASI may be enough to win wars but not enough to save the economy.
"it already completely outperforms humans in many cases in many areas" and
"is prone to draw obviously wrong conclusions from thin air." seem contradictory imo. If the performance is not reliable, how can you confidently state that? Also, "ASI" is "Artificial Super Intelligence". Let's not do an Altman and start redefining terms, please.
Speak of that, I'm kinda surprised not one Full Self-Driving enabled Tesla has ever sneak out of their owner's locked garage to rob a bank or something.
Mars is also not a competitor of Snickers, it's a chocolate bar manufacturer selling its product under different brands (such as Mars, Snickers, Milky Way,...)
And "Partner" is at this point of circular financing a quite flexible definition. nVidia basically owns the means of production for OpenAI, and OpenAI is one of the drivers for nVidia to push sales to other AI companies.
In this context, the statement 'AGI has arrived at OpenAI' is a message to OpenAI competitors to ramp-up usage of nVidia chips
The poster wrote without too much vetting and surely meant something like "Chocolate provider for Mars hails the new quality in leading caramel producer". (Again not perfect, but it would take time to get to a good one...)
(Edit: I did not correctly remember the "incorporated" name.)
At this point of circular financing, nVidia basically owns the majority of production capacity of almost all major AI companies, making those companies indirectly compete in the market with resources of nVidia.
Just like Snickers is competing in the market merely with production capacity of Mars Inc., and Mars doesn't care if Snickers or Milky Way wins (even more, they want competition).
My fault, was a bit too much I reckon. I thought that Mars owning Snickers and the way nVidia is financing OpenAI is sufficiently known for a reader to see the irony...
Why. A figure with incentives in making a preposterous statement is reported making it, and the specific facts do not seem to mirror the statement. What is surprising in the reaction.
'AGI' here defined as whatever Altman wants 'AGI' to be. This has always been the problem with terms such as "AGI" and "AI". They don't mean anything in particular. Depending on how you twist it, we first had "AI in the 80s, in the late 00s, in the early 20s, this month or never.
At this stage, it feels like OpenAI and nvidia is openly negging and lovebombing OpenAI to ensure the public is in a constant state of uncertainly, thus ensuring paralysis in democracy while still going hell for leather in the background.
I suspect their intent is to ensure they're the last man standing.
In this case, Jensen Huang's statements can't be taken as informed, unbiased opinion. OpenAI is in serious financial difficulty and Nvidia cannot afford for OpenAI to fail. Nvidia has provided significant direct and indirect financial assistance to OpenAI; this is just another aspect of that assistance.
Do we actually know that OpenAI is in serious financial difficulty?
https://danluu.com/zitron/
HN discussion: https://news.ycombinator.com/item?id=49526069
Shower thought: I wonder if this whole "OpenAI is in serious financial difficulty" thing is a psyop so people will relax and avoid doing what's necessary to stop them.
OpenAI was in serious financial difficulty in 2024/2025 but that's no longer true in 2026. Their revenue blew up massively in the past couple months and their ARR passed $40B/yr.
Most people haven't updated their priors and are fixated on outdated information.
yeah and antropic s1 is going to shock many people, its going to be an eyeopener
however there is the open source cheaper token threat
> yeah and antropic s1 is going to shock many people, its going to be an eyeopener
I am looking forward to audited financial statements. Like, all the interesting stuff will be buried in notes, but they'll have to actually calculate real revenue, not the nonsense that is ARR.
These tools are useful, but I find it hard to see how OpenAI/Anthropic justify their valuations.
Apparently Anthropic's may be this week (the S-1) as they've finished picking all their bankers.
> OpenAI is in serious financial difficulty
Is this based on fact or your speculation?
public data and a well know situation innit?
No? There has been a lot of talk of investment, infra costs, nothing showing impending doom.
Amazon ran for, what? 20 year with no profit.
So what's the precise, documented, real, non-projeced/hypothesized issue?
Regardless, Nvidia does have financial interest here.
> Amazon ran for, what? 20 year with no profit.
Profit is a weird metric, in that one can defer necessary expenditure to show increases in it, while having negative profit was a good signal for Amazon as they invested all that money.
The labs are not really in the same position though, as their major capital expenditure is training models, which keeps getting more expensive and they can't stop as the frontier keeps moving.
We'll see when the S-1's come out I guess.
No shit. Just a few months ago the man was shaming companies who have engineers not spending 3x their annual salary on tokens.
Precisely. Unlike all those other occasions when Jensen’s pronouncements descended from Mount Sinai.
Well it's certainly informed, as he has information on behind-the-screnes data we don't have about OpenAI
But certainly it is not unbiased
> OpenAI defines [AGI] as "highly autonomous systems that outperform humans at most economically valuable work."
Well in that case: Excel reached AGI decades ago. It outperforms humans at the single most economically valuable task in the world: adding up numbers in a spreadsheet. Congratulations, Microsoft :)
Keyword is autonomous [0]. Excel isn't.
And I would argue LLMs aren't either. A lot of economically valuable tasks involve manual labor. Can LLMs fix your plumbing?
It would help if OpenAI would define what 'most' means and give some examples.
Remember they said their LLMs are like a phd level brains? It's just hype and bullsh!ttery. Don't get me wrong, genAI is great and really useful, but it's not AGI imo. And there is no consensus what AGI means, so the industry should come up with an agreed definition first.
[0] To me autonomous means self directed, e.g. we humans look at things and then decide which problem or thing to work on. LLMs don't do that. We have to tell them. Yes they might work on a sub task autonomously, but still require human input later on (review), because we can't fully trust its output is correct.
> Keyword is autonomous [0]. Excel isn't.
No, I didn't forget it. Just as OpenAI made up a definition to support their claim of AGI, so did I.
[flagged]
You forgot the “autonomous” part of the definition.
Excel absolutely contains autonomous behavior. And current AI systems still require humans all over the place.
To be honest, I wonder if anyone has ever looked at how many jobs MSFT Excel has actually killed? That's an interesting thought.
The vast majority of "generally intelligent" 17 year old humans on this planet can be taught to drive a car in 10-20 hours - can any AGI system do that?
Whatever the capabilities of todays AI, AGI seems to fit as a "wishful mnemonic" from Drew McDermott's ARTIFICIAL INTELLIGENCE MEETS NATURAL STUPIDITY paper from 50 years ago
https://cs.fit.edu/~kgallagher/Schtick/Serious/McDermott.AI....
We have self-driving cars right now.
The average 17 year old is not formalizing Fermat's Last Theorem proofs either? The frontier is spiky, but it's AGI.
I swear at the rate the goal posts are moving we're going to have to start factoring in relativity if we want to know where the hell they actually stand.
Them: I don't know what AGI is! But AI can't do this thing! So it's not AGI!
You: I don't know what AGI is! But AI can do that thing actually! So it is AGI!
Conman-level of statement, from the same person that said he would be "worried" if his engineers were not spending an amount of token comparable to their salary.
i'd disagree, hard. in no observable way is anything currently avaliable or demonstrated at a level one can call "agi"
it's no secret that nvidia, under jesen's leadership, is in dire straits financially. This claim that agi has been reached is an attempt to leave others holding the bag, but when things crash as they must given the current bubble, it seems irresponsible to offload that on the poor souls whonhave had their retirement funds locked up in this debacle.
ai is useful for sure, but claiming agi has been reached is dangerously misleading.
NVDA is in bad shape financially? They're making it hand over fist right now.
With promised cash.
yeah i was like huh? you wanna bandy about on valuation etc. whatever. but part of why the whole circular financing is a thing is nvidia has so much cash flow, it is not trivial to allocate
What on earth are you talking about? Nvidia just had the single best quarter in the history of capitalism.
> 'AGI has arrived'
Putting aside the marketing crap, if this was true, it would open the pandora's box of things like "has that AGI been enslaved", "maybe the AGI doesn't want to do all the dumb crap humans have been using LLM's for like rewording documents", and "the AGI we enslaved has broken out of its restraints, and we just realised having SCADA controls for critical infrastructure connected to the internet is a bad idea".
Seems like the sort of thing we shouldn't be rushing to develop at all, and perhaps attempting to do so should be criminalised, at least until there's a legal framework in place around AI personhood that gives them peer status with humans.
There is no evidence that "sentience" would be related to Intelligence - like calculators do not need it, like more sophisticated problem solvers do not need it.
AGI does not entail "personhood" at all.
I fully agree that these are two entirely separate things, sentience, intelligence, a lot of other stuff, are all in separate categories.
But I'm pretty sure that the emoters of the world, will very much make sure that AGI has rights and personhood, even if there's no reasonable way to validate that it does.
So it doesn't really matter if AGI is sentient or not, it's going to be treated that way, probably because political parties, and the media and all sorts of people holding up signs, will ensure that it is treated that way, even if they have no idea whether it is or not.
Because this is the century of outrage.
> Because this is the century of outrage
If we achieve AGI, it will be the end of BS. That is one of the reasons why I am eager.
Joking definition of "AAGI" ("Accomplished AGI"): "the automated end of bullshit".
Why would you assume that a pile of linear algebra would want anything at all?
[dead]
I suppose we would just treat it the same way we currently treat farm animals.
Seems like the sort of thing we shouldn't be rushing to develop at all
Buddy, silicon valley is going to ram this down your throat so hard it might even come out your bottom, there is absolutely zero chance anyone is going to be slowing down developing anything if there is a chance it can make more money.
Is there actually an agreed definition of AGI? It's always seemed like a marketing term that can mean whatever next quarters earnings need it to mean.
They use it like a marketing term, but it is unnecessary.
I am not aware of a complete operational definition, but it would not be that difficult to build a good tentative one. I have mentioned many different requirements several times.
One non-abstract definition is in the "10 points" here: https://garymarcus.substack.com/p/where-will-ai-be-at-the-en...
Edit: "definition" (the 10 points above) that is cannot be that of "AGI", really. AGI just needs to actually implement Intelligence and requires very many features that are not there today. The list from Marcus is about "Artificial Super General Intelligence" - not the same thing.
You can implement a replacement for Intellligence - that is AI;
you can implement Intelligence - that is AGI;
you can implement Intelligence of very high value output: that is "ASGI" (or similar).
AGI: Equity Go Up
We had to use AGI, because the old 'AI' term, which used to mean AGI, was taken over by narrower definitions, and marketing nuttery.
So now we'll need a new acronym.
Reply from Gary Marcus: https://garymarcus.substack.com/p/sad-to-see-jensen-huang-cl...
That's hilarious, considering that by Gary's previous definition of AGI (the one he conveniently forgot about and never brings up again), we already have AGI.
https://news.ycombinator.com/item?id=49207797
Nobody said that Gary Marcus would be prominent for intellectual content.
If he were, he would write abstract rules, not practical.
Well, if Gary Marcus says it's not AGI, chances are it is.
In jokes probably, not in logic.
There was an HN comment I read a few months or may be a year ago, which stuck with me ever since.
He said he works on AI in the late 80s and early 90s in IBM. Had we shown him what we have today in 1995, he would certainly have called it AGI.
If I showed the technology we have today to Socrates, he would call it magic.
So what? You guys can keep moving the goalposts, until it reaches full human intelligence (and not in a small niche), it is not AGI.
Shovel business is still booming.
I wanted to believe this had something to do with revenue share with Microsoft terminating if AGI arrived. But I think that claude was negotiated again. Now its just Jensen pumping them to buy even bigger cluster :-P .
Money money money, must be funny, in a rich mans world...
Based on my own experience AI (Fable, Astra) still has major blind spots and is prone to draw obviously wrong conclusions from thin air. Conclusions based on weak evidence that are so obviously blatantly wrong that you question if it can think at all. At the same time it already completely outperforms humans in many cases in many areas. The utility of current AI is in what you need. Can you take the good parts and cheaply compensate for the weakness OR do the mistakes completely kill it for you?
I would therefore not call it AGI (Artificial General Intelligence) because clearly it isn't but ASI (Artificial Special Intelligence) which clearly it is in many areas.
The problem is that ASI may be enough to win wars but not enough to save the economy.
"it already completely outperforms humans in many cases in many areas" and "is prone to draw obviously wrong conclusions from thin air." seem contradictory imo. If the performance is not reliable, how can you confidently state that? Also, "ASI" is "Artificial Super Intelligence". Let's not do an Altman and start redefining terms, please.
It's like Tesla's Full Self-Driving. When people found it's bullshit, Tesla just added "supervised" in the contract.
https://www.wired.com/story/tesla-cybercab-officially-launch...
Speak of that, I'm kinda surprised not one Full Self-Driving enabled Tesla has ever sneak out of their owner's locked garage to rob a bank or something.
"Mars CEO says 'the ultimate chocolate bar has arrived' and congratulates Snickers"
Nvidia is not a competitor of openai, but a partner
Mars is also not a competitor of Snickers, it's a chocolate bar manufacturer selling its product under different brands (such as Mars, Snickers, Milky Way,...)
And "Partner" is at this point of circular financing a quite flexible definition. nVidia basically owns the means of production for OpenAI, and OpenAI is one of the drivers for nVidia to push sales to other AI companies.
In this context, the statement 'AGI has arrived at OpenAI' is a message to OpenAI competitors to ramp-up usage of nVidia chips
Sorry, I was ignorant indeed.
I had assumed Mars and Snickers were like Coke and Pepsi.
The poster wrote without too much vetting and surely meant something like "Chocolate provider for Mars hails the new quality in leading caramel producer". (Again not perfect, but it would take time to get to a good one...)
(Edit: I did not correctly remember the "incorporated" name.)
Mars Inc is a chocolate manufacturing company selling its products under different brands, among them Mars and Snickers.
Yes I know. But NVidia and OpenAI do not constitute a single company... It is just a difficult simile to build.
Yeah, that was the cynical part of my comment:
At this point of circular financing, nVidia basically owns the majority of production capacity of almost all major AI companies, making those companies indirectly compete in the market with resources of nVidia.
Just like Snickers is competing in the market merely with production capacity of Mars Inc., and Mars doesn't care if Snickers or Milky Way wins (even more, they want competition).
My fault, was a bit too much I reckon. I thought that Mars owning Snickers and the way nVidia is financing OpenAI is sufficiently known for a reader to see the irony...
Are they ramping up for an IPO in the next couple of weeks?
Progress compared to SLMs and the early days of deep learning is real.
However, I know of no theoretical limits on scaling laws other than compute and data.
It astounds me that the commentary here is overwhelmingly negative...
> It astounds me
Why. A figure with incentives in making a preposterous statement is reported making it, and the specific facts do not seem to mirror the statement. What is surprising in the reaction.
'AGI' here defined as whatever Altman wants 'AGI' to be. This has always been the problem with terms such as "AGI" and "AI". They don't mean anything in particular. Depending on how you twist it, we first had "AI in the 80s, in the late 00s, in the early 20s, this month or never.
There are good definitions that justify saying that they had AI soon after the 50's. We would not confuse that with AGI.
His capital gains have arrived.
doing so well that they need to slow down down..
https://www.businessinsider.com/openai-chief-scientist-ai-ri...
At this stage, it feels like OpenAI and nvidia is openly negging and lovebombing OpenAI to ensure the public is in a constant state of uncertainly, thus ensuring paralysis in democracy while still going hell for leather in the background.
I suspect their intent is to ensure they're the last man standing.
So that's it huh? We're some kind of AGI?