Episode

What's Missing Between LLMs and AGI - Vishal Misra & Martin Casado

Podcast: AI + a16z
Published: Mar 17, 2026
Duration seconds: 2855
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Summary

Vishal Misra returns to explain his latest research on how LLMs actually work under the hood. He walks through experiments showing that transformers update their predictions in a precise, mathematically predictable way as they process new information, explains why this still doesn't mean they're conscious, and describes what's actually required for AGI: the ability to keep learning after training and the move from pattern matching to understanding cause and effect.