How tf else did you honestly expect black-boxes to get built, by self-mangling machine code spit out by a sentient AI god?
Karpathy is bullish on everything bleeding edge, and unfortunately it kinda shows when you know the material better than he does. (source, I've been lecturing on all of it for a few years now). I'm not saying this is bad. It's great to see people who are engaging and bullish, it's better than most futurists waving their hands and going "something, something warp drive".
But when you take a step back and really ask what is going on behind the scenes, all we have is massive statistical tools performing neato tricks at statistical probability to predict patterns. There's no greater understanding or ability to learn or mimic. YET. The transformer for-instance can't easily learn complex mathematical operations. There's a google paper on "learning" multiplication and I know people working on building networks to "learn" sin/cos from scratch. But given these basic limitations and pretty much, every, single, paper, out of Apple "intelligence" crapping on the buzz. We've pretty much hit a limit beyond being the first company to allow for multi-trillion token parsing (or basic, limited, token parsing memory) for companies to capture and retrieve information.