
"Others think the breakthrough could be decades away, while some pundits, including Yann LeCun, think that "general" intelligence is more of an "illusion" than anything. Whether large language models (LLMs) are the key to AGI, or whether a jump to world models will be needed, it's clear that it's going to take more than just scaling up to reach the ambitious feat."
"Regardless of the timeline of what kind of research and capital expenditure bumps it'll take to get there, investors might wish to spread their bets across a broad range of names because once the milestone is achieved, the first-mover could have a significant advantage over the rest of the pack, who will surely enter some sort of "code red" to catch up or run the risk of staying behind in the race, potentially for good."
"When it comes to achieving AGI, I do think Alphabet ( NASDAQ:GOOGL) stands out as the player that comes closest. With Gemini 3.0, it seems to be ahead of the pack in large language models (LLMs). Even Salesforce ( NYSE:CRM) CEO Marc Benioff sounded blown away by the technology. At the very least, Gemini convinced the man to upgrade from ChatGPT."
There is an active race to achieve artificial general intelligence (AGI) with widely varying timeline estimates ranging from a few years to decades. Some pundits argue that "general" intelligence may be an illusion, and progress will likely require more than mere model scaling, possibly involving world models. First movers that reach AGI could secure significant, potentially permanent advantages, prompting competitors to accelerate urgently. Several leading frontier AI organizations remain private, including OpenAI and Anthropic. Publicly traded companies in strong positions include Alphabet, whose Gemini 3.0 shows leading large language model capabilities and has influenced notable industry figures.
Read at 24/7 Wall St.
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