The a16z Show

E1058 - What's Missing Between LLMs and AGI - Vishal Misra & Martin Casado

Published: March 17, 2026

Duration: 47:35

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.

 

Resources:

Follow Vishal Misra on X: https://x.com/vishalmisra 
Follow Martin Casado on X: https://x.com/martin_casado

 

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