Yann LeCun, AMI Labs | Evident AI Symposium 2026 — Transcript
Full transcript
- 0:04Good to have you even if it's remotely
- 0:07we're delighted to have you in the room.
- 0:08I just I don't know if you can see the
- 0:10room but
- 0:11about
- 0:12>> see part of it. Yes.
- 0:13>> Part of it. Yeah. In the room you will
- 0:15have um
- 0:17the leaders in the big enterprises in
- 0:20financial services on AI transformation
- 0:22journey. Everyone is working hard on
- 0:25deployment side of things. You'll have
- 0:28many engineers and scientists as well.
- 0:30So and I think everyone's very eager.
- 0:33We've spent uh most of the day up until
- 0:35now on everything from platform
- 0:37architecture to governance controls
- 0:40harnesses looking at um
- 0:43looking at sort of specific
- 0:45uh use cases
- 0:47uh in the demos. And and so it's really
- 0:50brilliant to have you here now. Only for
- 0:5320 minutes I know to sort of step back
- 0:55zoom out and talk about what's on the
- 0:57horizon. So
- 0:59just to to maybe to to start and kick
- 1:01off
- 1:02uh would love to hear where you are with
- 1:04AMI labs and GIP and
- 1:07um
- 1:07what sort of yeah where you are sort of
- 1:09today and of course would love to hear
- 1:12about the timeline for that and and many
- 1:14more questions but if we start there.
- 1:17>> Sure. So I'm actually calling you from
- 1:19the
- 1:20uh
- 1:21Anidance it's pronounced Anidance. Uh
- 1:24you know ami as in uh friend in French.
- 1:27Uh so Anidance is actually a French
- 1:29company uh headquartered in Paris. Uh we
- 1:31have two big offices in uh Paris New
- 1:34York
- 1:35and smaller offices in Montreal and
- 1:37Singapore. So we we're really a global
- 1:39company.
- 1:40Um uh we're we started operations in
- 1:45March. We uh raised
- 1:47uh about a billion dollars in a seed in
- 1:50the seed round.
- 1:51Um and which is uh the
- 1:54biggest seed round in history outside of
- 1:57the US I believe as far as I know.
- 2:00Um
- 2:01and uh uh we have uh
- 2:04around 65 employees at at the moment.
- 2:07And uh
- 2:08the the whole company is based around
- 2:11the idea of being of of building AI
- 2:13systems for the for the real world for
- 2:16for the the physical world. You know,
- 2:18people have been calling this physical
- 2:20AI, if you want.
- 2:22Uh and it's uh built around the idea of
- 2:25trading world models.
- 2:27And maybe we can go into what we mean by
- 2:29world model, which is not the science
- 2:31fiction way that other people mean by
- 2:32that.
- 2:33Um
- 2:34and the things are progressing really
- 2:37well and uh
- 2:39uh we we we are
- 2:41anticipating uh
- 2:43but you know, some
- 2:44some success in various industry uh over
- 2:46the next year or so.
- 2:48>> Over the next year.
- 2:49And if that's [clears throat]
- 2:50uh yeah. I
- 2:52Maybe if you could talk to us about like
- 2:54obviously in the in the news there's a
- 2:56big discussion around
- 2:58uh you know, reaching AGI. I don't know
- 3:00if we call it superintelligence now. But
- 3:03um
- 3:04who knows.
- 3:05Uh and
- 3:05and I know that you don't necessarily
- 3:08love that term, but again, to reach at
- 3:11the next level, if you then like of uh
- 3:14intelligence. Um can you talk to us a
- 3:16bit about how the you know,
- 3:19what Geeper is or
- 3:21uh and then and sort of how that is
- 3:23going to help to reach the next level of
- 3:25intelligence.
- 3:27>> Right. So, there is uh a mistake that
- 3:30people
- 3:32in AI and at the periphery of AI have
- 3:34kept making for the last 70 years.
- 3:37And it's the mistake that if a machine
- 3:39can do a complex
- 3:42uh task or a task
- 3:44identified by humans as intellectually
- 3:46complicated,
- 3:47uh
- 3:48then automatically this machine is
- 3:50smarter than humans or perhaps has
- 3:52reached human intelligence or perhaps
- 3:54superintelligence. And we know this is
- 3:56completely false because we've had
- 3:58systems that are capable of
- 4:00uh you know, solving equations, or
- 4:03computing integrals symbolically, or
- 4:05playing chess, or Go better than humans.
- 4:08So, we have computers that are
- 4:09superhuman in many different tasks, and
- 4:12the list keeps increasing thanks to
- 4:14recent progress in AI. But, this does
- 4:17not mean that we are anywhere close to
- 4:21having machines that have the type of
- 4:23intelligence we observe in humans
- 4:25and and and animals, for that matter.
- 4:27And, in fact, as it turns out, uh
- 4:30uh
- 4:31you know, it's much
- 4:32simpler for machines in general and for
- 4:36current AI approaches based on LNNs
- 4:39to manipulate uh sequences of discrete
- 4:42symbols, human language, code,
- 4:45mathematics,
- 4:46and things of that type,
- 4:48rather than handling the real world. The
- 4:51real world is much more complicated. Uh
- 4:54it's messy. It's not entirely
- 4:56predictable. It's continuous,
- 4:58high-dimensional, noisy. And, it turns
- 5:01out that the methods that have been so
- 5:02successful in the context of language,
- 5:04namely LNNs, actually do not work uh
- 5:08very well for for for the real world.
- 5:10And so, you can see this in the fact
- 5:12that we have systems that can, you know,
- 5:15pass the bar exam, and prove theorems,
- 5:17and and do all kinds of amazing feats.
- 5:19Uh but, we still don't have domestic
- 5:21robots. We don't even have level five
- 5:23self-driving cars.
- 5:24Uh we certainly don't have self-driving
- 5:26cars that can learn to drive in a few
- 5:28hours of practice like any teenager. Um
- 5:31so, there is a huge gap, and that gap
- 5:34has been known for a very long time.
- 5:35It's called the the Moravec paradox, the
- 5:37fact that uh you know, we uh
- 5:41we can handle
- 5:43uh things like, you know, logical uh
- 5:46reasoning and and mathematics and stuff
- 5:48like that with uh with computers
- 5:50relatively easily, but but not the real
- 5:52world. So, we're we're trying to kind of
- 5:54bridge that gap with uh with Amino Apps.
- 5:57Uh sort of, you know, coming up with uh
- 6:00new paradigms of AI, really, that that,
- 6:03you know, would be capable of uh
- 6:05handling the the messiness of the real
- 6:07world if you
- 6:09>> What what would be Yeah, what would be
- 6:11the proof points along the way that you
- 6:13are making progress on because it is a
- 6:15complicated
- 6:17um scientific endeavor to create a an
- 6:21understanding of the multi-dimensional
- 6:24world that we live in. I know you give
- 6:26examples of
- 6:28getting out of your house and taking a
- 6:29taxi and going to the airport and taking
- 6:31a plane. And I I love that example. I
- 6:34think that was Yeah, you you've you've
- 6:36used that a couple of times. How
- 6:38difficult it is to simulate to to
- 6:40actually build models that can fully
- 6:42understand that journey. So, what would
- 6:44be your proof points along the way that
- 6:47you're making progress?
- 6:49>> Well, the long-term proof point would be
- 6:52uh let's say uh
- 6:53uh
- 6:54humanoid robot that can, you know, do
- 6:56the tasks
- 6:57that a 10-year-old can accomplish,
- 7:00let's say,
- 7:01uh without
- 7:03much explicit training. When you ask a
- 7:0510-year-old,
- 7:07uh
- 7:08the first time you ask a 10-year-old,
- 7:10you know, uh
- 7:11uh empty the dishwasher, all right, or
- 7:14or or or clear the dinner table and then
- 7:17and fill the dishwasher.
- 7:19Uh
- 7:21a 10-year-old can probably do it the
- 7:22first time without any prior training.
- 7:24Maybe not perfectly, but
- 7:26uh
- 7:27but there's no
- 7:28requirement for, you know, thousands of
- 7:31examples by demonstration.
- 7:34So,
- 7:36what allows this? What what enables
- 7:38the ability of humans and many animals
- 7:40to uh
- 7:42essentially apprehend a new situation
- 7:44and come up with
- 7:45a plan, a sequence of actions to
- 7:47accomplish a task without ever having
- 7:49faced that that situation.
- 7:51Uh our our hypothesis for that is
- 7:55uh the the notion of world model.
- 7:58So, what is a world model? In in our
- 8:00opinion,
- 8:01a lot of people have different meanings
- 8:03for that, but
- 8:04what we mean by world model is that if
- 8:06you have an idea of the state of the
- 8:08world at time t
- 8:10and you imagine taking an action,
- 8:13your world model will predict the
- 8:14resulting state of the world at time t
- 8:16plus one after you uh have taken this
- 8:18action.
- 8:19And if you have such a world model, you
- 8:21can use it to plan a sequence of actions
- 8:23to accomplish a task. Okay, so a task
- 8:27would be some sort of cost function that
- 8:30uh
- 8:31uh
- 8:31indicates whether the task has been
- 8:33accomplished or not. If it's
- 8:34accomplished, the cost is zero. If it's
- 8:36not accomplished, it's a
- 8:37uh a higher cost.
- 8:39And by optimization, you can figure out
- 8:41a sequence of actions
- 8:43that will accomplish the task according
- 8:46to the predictions of your world model.
- 8:47Okay, this is very classical
- 8:49in the optimal control and motion
- 8:51planning and things like that.
- 8:53Uh except that what we
- 8:56the the type of world model we would
- 8:57use, our world models are not trained
- 8:59from from data as opposed to
- 9:02being a virtual equation that we turn by
- 9:04scientists or engineers.
- 9:05Uh
- 9:06so that that's the the the whole idea.
- 9:09And and there, the the question is
- 9:12uh
- 9:13you know, can that be done for systems
- 9:15that are too complicated to be used to a
- 9:18smaller of equations. And most of the
- 9:21most of the world is like that. You you
- 9:23You can of course simulate a lot of
- 9:24things in the world, which is what a lot
- 9:26of current robotics systems are using to
- 9:28to train themselves. But there's a lot
- 9:30of situations that are very difficult to
- 9:31simulate accurately, particularly
- 9:33manipulation and things of that type.
- 9:35But also all kinds of other uh other
- 9:37situations. So for that, you need a
- 9:40system to develop a phenomenal physical
- 9:43model of the the situation that it can
- 9:45learn from observation.
- 9:48Uh and uh
- 9:49and and then use that for for planning.
- 9:52Um the example you saw in would require
- 9:55what we call a hierarchical world model.
- 9:57We we had um
- 9:59just published a paper on this uh just
- 10:00last week where um
- 10:03that you
- 10:04it's relatively easy to predict with
- 10:06high accuracy what's going to happen in
- 10:08the world as long as the prediction is
- 10:10uh
- 10:10in the short term.
- 10:12But if you want to make long-term
- 10:13prediction,
- 10:15um then you cannot make accurate
- 10:18prediction in the real world because the
- 10:19real world has a lot of
- 10:21uncertainty, unpredictable things,
- 10:23unknowns. And so, indeed if I want to be
- 10:26if I'm in New York and I want to be in
- 10:27Paris tomorrow, uh I cannot predict
- 10:30exactly all the details about trajectory
- 10:33in terms of muscle control, but I know
- 10:35that at a high abstraction level, I need
- 10:37to go to the airport and catch a plane.
- 10:39Okay, now I have a sub-goal which is
- 10:41going to the airport. I'm in New York
- 10:42City, I need to go on the streets and
- 10:44hail a taxi.
- 10:45Okay, now I have a sub-sub-goal which is
- 10:47being on the street. I need to get out
- 10:49of the building and walk out the door,
- 10:51right? Etc. And then, you know, you can
- 10:53do this hierarchically
- 10:54and
- 10:55at the bottom come up with a very simple
- 10:57action which is, you know, standing up
- 10:59from your from from the chair,
- 11:01uh which you probably don't have to do
- 11:02much planning for. Uh so, ultimately we
- 11:05think that intelligent behavior
- 11:08requires
- 11:09uh the system to be able to anticipate
- 11:12the consequences of its actions so that
- 11:15it can plan a sequence of actions to
- 11:17arrive
- 11:18at a at an outcome.
- 11:19And the the
- 11:22happy use for us and use I think for the
- 11:24the state of the industry is that LLMs
- 11:26are basically completely incapable of
- 11:28doing this.
- 11:29>> Yeah.
- 11:30I I wanted to just bring it back into
- 11:33the into the question around the you
- 11:36know, once and I'm sure you will crack
- 11:38this. Um
- 11:40we're all, you know, rooting for you on
- 11:42this. But looking at the use of
- 11:45this kind of intelligence within
- 11:48regulated industries and especially the
- 11:50financial services,
- 11:52given what I think you're also saying is
- 11:54that they're going to be much more
- 11:55observability
- 11:57in these models if I'm correct.
- 12:00But if we just take the first question
- 12:01first, which is the application of this
- 12:05um
- 12:06is of course, you know, many and in the
- 12:08physical world in particular. But if
- 12:10you're if you're um
- 12:11you know,
- 12:12if you could comment on it for how it
- 12:15would be
- 12:16um, useful, which it which it will for
- 12:18the financial services, that would be
- 12:19great.
- 12:21>> All right, certainly. So, uh, so I have
- 12:23to explain uh, what the the basic
- 12:26you know, technical idea is.
- 12:29So, it's based
- 12:30on a architecture that I've called
- 12:32JETPA, J E T P A, and that means joint
- 12:35embedding predictive architecture.
- 12:37The characteristic of this approach is
- 12:40that it's not a generative model.
- 12:42So, you know how when you train an NLM
- 12:45or another generative model like a video
- 12:47generation system,
- 12:48uh, you you show it, uh,
- 12:51let's say a piece of text if it's an
- 12:52NLM, and you train the system to predict
- 12:54the next word in the text.
- 12:57And of course, you can never exactly
- 12:58predict which word follows a particular
- 13:00text, but what you can do
- 13:02is predict a kind of probability
- 13:05distribution over all possible words in
- 13:07your dictionary. Okay, so in a discrete
- 13:09world,
- 13:10handling the uncertainty in the
- 13:12prediction is relatively easy. It's
- 13:13just, you know, giving a a score to
- 13:16every uh, potential outcome. Now,
- 13:19think about
- 13:21if you want to
- 13:22transpose that kind of method
- 13:25of kind of
- 13:26learning about um,
- 13:28uh, a particular input modality by by
- 13:31training it to predict,
- 13:33um,
- 13:34generative prediction doesn't work. It
- 13:36doesn't work
- 13:38for video. If you If you would train a
- 13:40system to predict what's going to happen
- 13:41in the video, there's no way it can
- 13:43predict every detail in that video.
- 13:45Because most of the details in the world
- 13:48are completely unpredictable. You're all
- 13:49sitting in the room right now. If I
- 13:51point the camera to the left side of the
- 13:52room, and I slowly rotate the camera to
- 13:55look at the right side, I stop the
- 13:57camera there,
- 13:58and I ask the system predict
- 14:00the rest of the video,
- 14:01system will predict probably that the
- 14:03camera is going to keep panning.
- 14:06There is absolutely no way it can
- 14:07predict what every person on this on the
- 14:10right side of the
- 14:11room looks like.
- 14:13Because uh,
- 14:15the information is just not there. So,
- 14:17when you train
- 14:18a generative system, which is trying to
- 14:20predict every detail in the input
- 14:24at the pixel level in the case of video,
- 14:26you basically kill it.
- 14:28Um and so, you have to invent a a new
- 14:30set of technique for this. And by the
- 14:31way, this applies to financial data,
- 14:33right? If you
- 14:34uh
- 14:35much financial data is mostly noise with
- 14:37a little bit of information in it.
- 14:39If you do if you train the system to do
- 14:41sub time series prediction of financial
- 14:43data,
- 14:44um
- 14:45it has to be able to predict its own
- 14:47uncertainty.
- 14:48You cannot train it to predict a
- 14:50particular outcome because
- 14:52um
- 14:53because it's mostly noise.
- 14:55Uh so, so that this the same the same
- 14:58part and so, what what can you do?
- 15:00The the the technology that we've
- 15:02developed and we continue developing at
- 15:04NeurIPS is one in which the system
- 15:07learns an abstract representation of the
- 15:10input and it makes prediction in that
- 15:11abstract representation space. So, it
- 15:13does not have time to even all the
- 15:15details of the observation.
- 15:18It tries to predict whatever is
- 15:19predictable.
- 15:20But ignore all the details that are
- 15:22simply not not predictable.
- 15:25And I would think this is absolutely
- 15:26fundamental. And and we do this all the
- 15:28time in in in modeling. For example, let
- 15:30me take a simple example.
- 15:32Um
- 15:34if I want to uh let's say I'm a aircraft
- 15:37uh
- 15:38uh design engineer and I want to design
- 15:40uh
- 15:41an airfoil uh for an airplane. Um I can
- 15:45I can simulate the the the flow of the
- 15:47air around the the airplane using
- 15:49Navier-Stokes equations. But that's
- 15:51actually an approximation. It's a
- 15:54it's it's a it's an abstract
- 15:56representation of the underlying
- 15:57phenomenon, which is molecules of air
- 16:00bumping into each other and onto the
- 16:01airplane.
- 16:03But we never simulate this at that level
- 16:04because it's just too many details
- 16:06that we could not actually simulate
- 16:09accurately anyway. So, we invent an
- 16:11abstract representation that allows us
- 16:13to make predictions.
- 16:14Similarly, if I give you a box uh
- 16:17a closed box with air in it
- 16:20and uh I tell you I'm going to
- 16:22heat up this box by 10 degrees.
- 16:25You can predict exactly by how much the
- 16:26pressure will increase because you have
- 16:28the ideal gas law PV=nRT.
- 16:31But there's no way you can predict the
- 16:32trajectory of every molecule of air in
- 16:35that box. So so this idea that, you
- 16:38know, we need to invent abstract
- 16:40representation of reality to allow us to
- 16:42make prediction is really fundamental.
- 16:44Which is why you cannot reduce chemistry
- 16:47to physics or
- 16:49or you know atomic physics to particle
- 16:51physics or or or biochemistry to
- 16:54chemistry or biology to biochemistry,
- 16:56right? Every level in the abstraction
- 16:58ladder of how we understand the world
- 17:01has its own knowledge which ignores a
- 17:05lot of details about the level of
- 17:07description below
- 17:09below it.
- 17:10>> Yann, thank you so much. We've only got
- 17:121 minute left and I thought maybe just a
- 17:15quick fire question on geopolitics.
- 17:18How where do you know where China is and
- 17:20it's hard to ask a big question like
- 17:21that and say we've got 30 seconds left.
- 17:23Sorry about that. But
- 17:25where where is on on the on the deeper
- 17:28type work that you're doing, where where
- 17:31is China at on that and do you feel that
- 17:33there's the same race dynamics that it
- 17:36the sense of sort of who reaches what
- 17:39first right now is very intense. Is that
- 17:41is that the same in the in the deeper
- 17:44scientific type development?
- 17:47>> No, no. That's the short answer.
- 17:49So China
- 17:52and most of Asian countries are very
- 17:54interested in robotics and in physical
- 17:57AI because traditionally they they've
- 18:00been very strong in manufacturing. So
- 18:03that's true of China, of
- 18:05of Japan, of Korea where I was recently,
- 18:10Taiwan and a few other countries in that
- 18:13that part of the world. They're very
- 18:14strong in manufacturing which means
- 18:17they
- 18:18they're very strong in robotics. They're
- 18:19pushing this very very hard, which means
- 18:23because LLMs are basically hopeless for
- 18:25that kind of stuff, they they have a big
- 18:26interest in things like world models.
- 18:28So, a lot of the work that we see in in
- 18:33scientific publications
- 18:35in preprints, you know,
- 18:37on world models and on the joint
- 18:39embedding approach I just mentioned,
- 18:40many a lot of it comes from from Asia,
- 18:43China in particular.
- 18:45So, so they're catching up on this much
- 18:48faster than Silicon Valley, which seems
- 18:50completely hypnotized by LLMs and
- 18:53kind of too entrenched in LLMs to kind
- 18:55of look look around.
- 18:57>> Oh, yes, and it clearly has its
- 18:59limitations as you as you lay out. So,
- 19:02but I I know we're at time, Yann, and I
- 19:05cannot thank you enough for spending
- 19:07some time with us here today and giving
- 19:09us your view of the future and how to
- 19:12how to how to build it. So, a huge round
- 19:14of applause for Yann LeCun. Thank you so
- 19:16much.
- 19:17>> Thank you. [applause]
- 19:19>> [music]
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