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

Page: https://stenobird.com/podcast/ai-a16z-6874937/what-s-missing-between-llms-and-agi-vishal-misra-martin-casado
Text version: https://stenobird.com/podcast/ai-a16z-6874937/what-s-missing-between-llms-and-agi-vishal-misra-martin-casado.md
Podcast: [AI + a16z](https://stenobird.com/podcast/ai-a16z-6874937)
Published: 2026-03-17T11:05:00+00:00
Episode link: https://ai-a16z.simplecast.com/episodes/whats-missing-between-llms-and-agi-vishal-misra-martin-casado-fr0HSPWZ
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Duration seconds: 2855

## Resource

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.

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## Transcript

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