The one gap everyone agrees on
In a rare investor briefing, DeepSeek's Liang Wenfeng was asked what's actually missing on the road to AGI. His answer wasn't a bigger model, or video, or another modality. He was blunt: the thing today's models can't do is learn continuously. Solve that, he said, and you reach a gradual singularity — and eventually embodied intelligence.
He's right. And it's worth sitting with how many people, from very different corners, now point at the same wall. Karpathy talks about agents that install skills like .md files. OpenAI shipped Dreaming — background memory synthesis between sessions. Microsoft built agent identity into the OS at Build. openclaw added /dreaming. The frontier and the ecosystem have converged on the same missing piece.
Here's the uncomfortable part for anyone who assumes the fix is "just train more": the frozen model can't be where continuous learning happens.
Why not the weights
