Andrej Karpathy × Sequoia AI Ascent 2026 — Source Index¶

Source: YouTube · sequoia-capital AI Ascent · ~30 min · April 2026

A map from the video's threads back into the wiki. Not a summary (see the separate Telegram summary for that) — a navigation node.

Threads¶

"I've never felt more behind as a programmer." December 2025 phase shift, latest models, agentic tools coming into their own → andrej-karpathy, agentic-engineering
Vibe coding → agentic engineering. Coined vs follow-up; floor vs ceiling → vibe-coding, agentic-engineering
Software 1.0 / 2.0 / 3.0. Context window as the new program; LLM as interpreter → software-3-0
Net-new software that couldn't exist before. The MenuGen and LLM-knowledge-base examples → llm-knowledge-bases, software-3-0
Neural computers speculation. Diffusion-rendered per-moment UIs; the 1950s calculator-vs-neural-net fork → software-3-0
Jagged capability & verifiability. Why LLMs peak in math/code; GPT-3.5→4 chess anecdote → jagged-intelligence
Animals vs ghosts. Evolution-shaped vs data+reward-shaped entities → animals-vs-ghosts
Beyond the 10x engineer. Ceiling claim for agentic engineers → agentic-engineering
Stripe↔Google email bug. MenuGen auth mishap, why review surface grows → agentic-engineering, jagged-intelligence
Agent-native infrastructure. Docs-for-agents, sensors-and-actuators framing → agentic-engineering
Director bottleneck. "You can outsource your thinking, but you can't outsource your understanding." → llm-knowledge-bases, andrej-karpathy