Type: url

Original: https://karpathy.bearblog.dev/sequoia-ascent-2026/

Status: generated

Summary

Andrej Karpathy’s write-up of a fireside chat at Sequoia Ascent 2026, carrying both an LLM-produced summary of the conversation and a cleaned-up transcript, which he says he read and judged free of glaring mistakes. It dates a step change in agentic coding to around December 2025, when generated chunks became large and reliable enough that he stopped correcting them, and sets out the framings he uses for the shift: Software 3.0, in which the context window is the program and the model the interpreter; jagged intelligence, explained as verifiability multiplied by how much attention the labs paid a domain; and vibe coding raising the floor while agentic engineering raises the ceiling. It closes on hiring, agent-native infrastructure built from sensors and actuators, and the argument that thinking can be outsourced but understanding cannot.

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