Invest Like the Best with Patrick O'Shaughnessy · Tuesday, September 1, 2026
Sarah Guo discusses the belief that recursive self-improvement in AI research could lead to exponential intelligence within a year or two. While acknowledging that some researchers have held this view for a long time, she notes it has gained more traction recently, bringing machines closer to learning more efficiently than humans.
“The belief is with recursive self-improvement of AI research, models that can improve the models themselves, we are a year or two away from some sort of exponential intelligence.”
“Some driver of it that we're two years away from, Andre Karpathy will actually in a very self-aware way say, I thought it was two years away for about 10 years.”
“But I think the core idea is that we're getting much closer to the point where the machines can learn better and faster and more efficiently than humans.”