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Yann LeCun, AMI Labs | Evident AI Symposium 2026 — Transcript

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  1. 0:04Good to have you even if it's remotely
  2. 0:07we're delighted to have you in the room.
  3. 0:08I just I don't know if you can see the
  4. 0:10room but
  5. 0:11about
  6. 0:12>> see part of it. Yes.
  7. 0:13>> Part of it. Yeah. In the room you will
  8. 0:15have um
  9. 0:17the leaders in the big enterprises in
  10. 0:20financial services on AI transformation
  11. 0:22journey. Everyone is working hard on
  12. 0:25deployment side of things. You'll have
  13. 0:28many engineers and scientists as well.
  14. 0:30So and I think everyone's very eager.
  15. 0:33We've spent uh most of the day up until
  16. 0:35now on everything from platform
  17. 0:37architecture to governance controls
  18. 0:40harnesses looking at um
  19. 0:43looking at sort of specific
  20. 0:45uh use cases
  21. 0:47uh in the demos. And and so it's really
  22. 0:50brilliant to have you here now. Only for
  23. 0:5320 minutes I know to sort of step back
  24. 0:55zoom out and talk about what's on the
  25. 0:57horizon. So
  26. 0:59just to to maybe to to start and kick
  27. 1:01off
  28. 1:02uh would love to hear where you are with
  29. 1:04AMI labs and GIP and
  30. 1:07um
  31. 1:07what sort of yeah where you are sort of
  32. 1:09today and of course would love to hear
  33. 1:12about the timeline for that and and many
  34. 1:14more questions but if we start there.
  35. 1:17>> Sure. So I'm actually calling you from
  36. 1:19the
  37. 1:20uh
  38. 1:21Anidance it's pronounced Anidance. Uh
  39. 1:24you know ami as in uh friend in French.
  40. 1:27Uh so Anidance is actually a French
  41. 1:29company uh headquartered in Paris. Uh we
  42. 1:31have two big offices in uh Paris New
  43. 1:34York
  44. 1:35and smaller offices in Montreal and
  45. 1:37Singapore. So we we're really a global
  46. 1:39company.
  47. 1:40Um uh we're we started operations in
  48. 1:45March. We uh raised
  49. 1:47uh about a billion dollars in a seed in
  50. 1:50the seed round.
  51. 1:51Um and which is uh the
  52. 1:54biggest seed round in history outside of
  53. 1:57the US I believe as far as I know.
  54. 2:00Um
  55. 2:01and uh uh we have uh
  56. 2:04around 65 employees at at the moment.
  57. 2:07And uh
  58. 2:08the the whole company is based around
  59. 2:11the idea of being of of building AI
  60. 2:13systems for the for the real world for
  61. 2:16for the the physical world. You know,
  62. 2:18people have been calling this physical
  63. 2:20AI, if you want.
  64. 2:22Uh and it's uh built around the idea of
  65. 2:25trading world models.
  66. 2:27And maybe we can go into what we mean by
  67. 2:29world model, which is not the science
  68. 2:31fiction way that other people mean by
  69. 2:32that.
  70. 2:33Um
  71. 2:34and the things are progressing really
  72. 2:37well and uh
  73. 2:39uh we we we are
  74. 2:41anticipating uh
  75. 2:43but you know, some
  76. 2:44some success in various industry uh over
  77. 2:46the next year or so.
  78. 2:48>> Over the next year.
  79. 2:49And if that's [clears throat]
  80. 2:50uh yeah. I
  81. 2:52Maybe if you could talk to us about like
  82. 2:54obviously in the in the news there's a
  83. 2:56big discussion around
  84. 2:58uh you know, reaching AGI. I don't know
  85. 3:00if we call it superintelligence now. But
  86. 3:03um
  87. 3:04who knows.
  88. 3:05Uh and
  89. 3:05and I know that you don't necessarily
  90. 3:08love that term, but again, to reach at
  91. 3:11the next level, if you then like of uh
  92. 3:14intelligence. Um can you talk to us a
  93. 3:16bit about how the you know,
  94. 3:19what Geeper is or
  95. 3:21uh and then and sort of how that is
  96. 3:23going to help to reach the next level of
  97. 3:25intelligence.
  98. 3:27>> Right. So, there is uh a mistake that
  99. 3:30people
  100. 3:32in AI and at the periphery of AI have
  101. 3:34kept making for the last 70 years.
  102. 3:37And it's the mistake that if a machine
  103. 3:39can do a complex
  104. 3:42uh task or a task
  105. 3:44identified by humans as intellectually
  106. 3:46complicated,
  107. 3:47uh
  108. 3:48then automatically this machine is
  109. 3:50smarter than humans or perhaps has
  110. 3:52reached human intelligence or perhaps
  111. 3:54superintelligence. And we know this is
  112. 3:56completely false because we've had
  113. 3:58systems that are capable of
  114. 4:00uh you know, solving equations, or
  115. 4:03computing integrals symbolically, or
  116. 4:05playing chess, or Go better than humans.
  117. 4:08So, we have computers that are
  118. 4:09superhuman in many different tasks, and
  119. 4:12the list keeps increasing thanks to
  120. 4:14recent progress in AI. But, this does
  121. 4:17not mean that we are anywhere close to
  122. 4:21having machines that have the type of
  123. 4:23intelligence we observe in humans
  124. 4:25and and and animals, for that matter.
  125. 4:27And, in fact, as it turns out, uh
  126. 4:30uh
  127. 4:31you know, it's much
  128. 4:32simpler for machines in general and for
  129. 4:36current AI approaches based on LNNs
  130. 4:39to manipulate uh sequences of discrete
  131. 4:42symbols, human language, code,
  132. 4:45mathematics,
  133. 4:46and things of that type,
  134. 4:48rather than handling the real world. The
  135. 4:51real world is much more complicated. Uh
  136. 4:54it's messy. It's not entirely
  137. 4:56predictable. It's continuous,
  138. 4:58high-dimensional, noisy. And, it turns
  139. 5:01out that the methods that have been so
  140. 5:02successful in the context of language,
  141. 5:04namely LNNs, actually do not work uh
  142. 5:08very well for for for the real world.
  143. 5:10And so, you can see this in the fact
  144. 5:12that we have systems that can, you know,
  145. 5:15pass the bar exam, and prove theorems,
  146. 5:17and and do all kinds of amazing feats.
  147. 5:19Uh but, we still don't have domestic
  148. 5:21robots. We don't even have level five
  149. 5:23self-driving cars.
  150. 5:24Uh we certainly don't have self-driving
  151. 5:26cars that can learn to drive in a few
  152. 5:28hours of practice like any teenager. Um
  153. 5:31so, there is a huge gap, and that gap
  154. 5:34has been known for a very long time.
  155. 5:35It's called the the Moravec paradox, the
  156. 5:37fact that uh you know, we uh
  157. 5:41we can handle
  158. 5:43uh things like, you know, logical uh
  159. 5:46reasoning and and mathematics and stuff
  160. 5:48like that with uh with computers
  161. 5:50relatively easily, but but not the real
  162. 5:52world. So, we're we're trying to kind of
  163. 5:54bridge that gap with uh with Amino Apps.
  164. 5:57Uh sort of, you know, coming up with uh
  165. 6:00new paradigms of AI, really, that that,
  166. 6:03you know, would be capable of uh
  167. 6:05handling the the messiness of the real
  168. 6:07world if you
  169. 6:09>> What what would be Yeah, what would be
  170. 6:11the proof points along the way that you
  171. 6:13are making progress on because it is a
  172. 6:15complicated
  173. 6:17um scientific endeavor to create a an
  174. 6:21understanding of the multi-dimensional
  175. 6:24world that we live in. I know you give
  176. 6:26examples of
  177. 6:28getting out of your house and taking a
  178. 6:29taxi and going to the airport and taking
  179. 6:31a plane. And I I love that example. I
  180. 6:34think that was Yeah, you you've you've
  181. 6:36used that a couple of times. How
  182. 6:38difficult it is to simulate to to
  183. 6:40actually build models that can fully
  184. 6:42understand that journey. So, what would
  185. 6:44be your proof points along the way that
  186. 6:47you're making progress?
  187. 6:49>> Well, the long-term proof point would be
  188. 6:52uh let's say uh
  189. 6:53uh
  190. 6:54humanoid robot that can, you know, do
  191. 6:56the tasks
  192. 6:57that a 10-year-old can accomplish,
  193. 7:00let's say,
  194. 7:01uh without
  195. 7:03much explicit training. When you ask a
  196. 7:0510-year-old,
  197. 7:07uh
  198. 7:08the first time you ask a 10-year-old,
  199. 7:10you know, uh
  200. 7:11uh empty the dishwasher, all right, or
  201. 7:14or or or clear the dinner table and then
  202. 7:17and fill the dishwasher.
  203. 7:19Uh
  204. 7:21a 10-year-old can probably do it the
  205. 7:22first time without any prior training.
  206. 7:24Maybe not perfectly, but
  207. 7:26uh
  208. 7:27but there's no
  209. 7:28requirement for, you know, thousands of
  210. 7:31examples by demonstration.
  211. 7:34So,
  212. 7:36what allows this? What what enables
  213. 7:38the ability of humans and many animals
  214. 7:40to uh
  215. 7:42essentially apprehend a new situation
  216. 7:44and come up with
  217. 7:45a plan, a sequence of actions to
  218. 7:47accomplish a task without ever having
  219. 7:49faced that that situation.
  220. 7:51Uh our our hypothesis for that is
  221. 7:55uh the the notion of world model.
  222. 7:58So, what is a world model? In in our
  223. 8:00opinion,
  224. 8:01a lot of people have different meanings
  225. 8:03for that, but
  226. 8:04what we mean by world model is that if
  227. 8:06you have an idea of the state of the
  228. 8:08world at time t
  229. 8:10and you imagine taking an action,
  230. 8:13your world model will predict the
  231. 8:14resulting state of the world at time t
  232. 8:16plus one after you uh have taken this
  233. 8:18action.
  234. 8:19And if you have such a world model, you
  235. 8:21can use it to plan a sequence of actions
  236. 8:23to accomplish a task. Okay, so a task
  237. 8:27would be some sort of cost function that
  238. 8:30uh
  239. 8:31uh
  240. 8:31indicates whether the task has been
  241. 8:33accomplished or not. If it's
  242. 8:34accomplished, the cost is zero. If it's
  243. 8:36not accomplished, it's a
  244. 8:37uh a higher cost.
  245. 8:39And by optimization, you can figure out
  246. 8:41a sequence of actions
  247. 8:43that will accomplish the task according
  248. 8:46to the predictions of your world model.
  249. 8:47Okay, this is very classical
  250. 8:49in the optimal control and motion
  251. 8:51planning and things like that.
  252. 8:53Uh except that what we
  253. 8:56the the type of world model we would
  254. 8:57use, our world models are not trained
  255. 8:59from from data as opposed to
  256. 9:02being a virtual equation that we turn by
  257. 9:04scientists or engineers.
  258. 9:05Uh
  259. 9:06so that that's the the the whole idea.
  260. 9:09And and there, the the question is
  261. 9:12uh
  262. 9:13you know, can that be done for systems
  263. 9:15that are too complicated to be used to a
  264. 9:18smaller of equations. And most of the
  265. 9:21most of the world is like that. You you
  266. 9:23You can of course simulate a lot of
  267. 9:24things in the world, which is what a lot
  268. 9:26of current robotics systems are using to
  269. 9:28to train themselves. But there's a lot
  270. 9:30of situations that are very difficult to
  271. 9:31simulate accurately, particularly
  272. 9:33manipulation and things of that type.
  273. 9:35But also all kinds of other uh other
  274. 9:37situations. So for that, you need a
  275. 9:40system to develop a phenomenal physical
  276. 9:43model of the the situation that it can
  277. 9:45learn from observation.
  278. 9:48Uh and uh
  279. 9:49and and then use that for for planning.
  280. 9:52Um the example you saw in would require
  281. 9:55what we call a hierarchical world model.
  282. 9:57We we had um
  283. 9:59just published a paper on this uh just
  284. 10:00last week where um
  285. 10:03that you
  286. 10:04it's relatively easy to predict with
  287. 10:06high accuracy what's going to happen in
  288. 10:08the world as long as the prediction is
  289. 10:10uh
  290. 10:10in the short term.
  291. 10:12But if you want to make long-term
  292. 10:13prediction,
  293. 10:15um then you cannot make accurate
  294. 10:18prediction in the real world because the
  295. 10:19real world has a lot of
  296. 10:21uncertainty, unpredictable things,
  297. 10:23unknowns. And so, indeed if I want to be
  298. 10:26if I'm in New York and I want to be in
  299. 10:27Paris tomorrow, uh I cannot predict
  300. 10:30exactly all the details about trajectory
  301. 10:33in terms of muscle control, but I know
  302. 10:35that at a high abstraction level, I need
  303. 10:37to go to the airport and catch a plane.
  304. 10:39Okay, now I have a sub-goal which is
  305. 10:41going to the airport. I'm in New York
  306. 10:42City, I need to go on the streets and
  307. 10:44hail a taxi.
  308. 10:45Okay, now I have a sub-sub-goal which is
  309. 10:47being on the street. I need to get out
  310. 10:49of the building and walk out the door,
  311. 10:51right? Etc. And then, you know, you can
  312. 10:53do this hierarchically
  313. 10:54and
  314. 10:55at the bottom come up with a very simple
  315. 10:57action which is, you know, standing up
  316. 10:59from your from from the chair,
  317. 11:01uh which you probably don't have to do
  318. 11:02much planning for. Uh so, ultimately we
  319. 11:05think that intelligent behavior
  320. 11:08requires
  321. 11:09uh the system to be able to anticipate
  322. 11:12the consequences of its actions so that
  323. 11:15it can plan a sequence of actions to
  324. 11:17arrive
  325. 11:18at a at an outcome.
  326. 11:19And the the
  327. 11:22happy use for us and use I think for the
  328. 11:24the state of the industry is that LLMs
  329. 11:26are basically completely incapable of
  330. 11:28doing this.
  331. 11:29>> Yeah.
  332. 11:30I I wanted to just bring it back into
  333. 11:33the into the question around the you
  334. 11:36know, once and I'm sure you will crack
  335. 11:38this. Um
  336. 11:40we're all, you know, rooting for you on
  337. 11:42this. But looking at the use of
  338. 11:45this kind of intelligence within
  339. 11:48regulated industries and especially the
  340. 11:50financial services,
  341. 11:52given what I think you're also saying is
  342. 11:54that they're going to be much more
  343. 11:55observability
  344. 11:57in these models if I'm correct.
  345. 12:00But if we just take the first question
  346. 12:01first, which is the application of this
  347. 12:05um
  348. 12:06is of course, you know, many and in the
  349. 12:08physical world in particular. But if
  350. 12:10you're if you're um
  351. 12:11you know,
  352. 12:12if you could comment on it for how it
  353. 12:15would be
  354. 12:16um, useful, which it which it will for
  355. 12:18the financial services, that would be
  356. 12:19great.
  357. 12:21>> All right, certainly. So, uh, so I have
  358. 12:23to explain uh, what the the basic
  359. 12:26you know, technical idea is.
  360. 12:29So, it's based
  361. 12:30on a architecture that I've called
  362. 12:32JETPA, J E T P A, and that means joint
  363. 12:35embedding predictive architecture.
  364. 12:37The characteristic of this approach is
  365. 12:40that it's not a generative model.
  366. 12:42So, you know how when you train an NLM
  367. 12:45or another generative model like a video
  368. 12:47generation system,
  369. 12:48uh, you you show it, uh,
  370. 12:51let's say a piece of text if it's an
  371. 12:52NLM, and you train the system to predict
  372. 12:54the next word in the text.
  373. 12:57And of course, you can never exactly
  374. 12:58predict which word follows a particular
  375. 13:00text, but what you can do
  376. 13:02is predict a kind of probability
  377. 13:05distribution over all possible words in
  378. 13:07your dictionary. Okay, so in a discrete
  379. 13:09world,
  380. 13:10handling the uncertainty in the
  381. 13:12prediction is relatively easy. It's
  382. 13:13just, you know, giving a a score to
  383. 13:16every uh, potential outcome. Now,
  384. 13:19think about
  385. 13:21if you want to
  386. 13:22transpose that kind of method
  387. 13:25of kind of
  388. 13:26learning about um,
  389. 13:28uh, a particular input modality by by
  390. 13:31training it to predict,
  391. 13:33um,
  392. 13:34generative prediction doesn't work. It
  393. 13:36doesn't work
  394. 13:38for video. If you If you would train a
  395. 13:40system to predict what's going to happen
  396. 13:41in the video, there's no way it can
  397. 13:43predict every detail in that video.
  398. 13:45Because most of the details in the world
  399. 13:48are completely unpredictable. You're all
  400. 13:49sitting in the room right now. If I
  401. 13:51point the camera to the left side of the
  402. 13:52room, and I slowly rotate the camera to
  403. 13:55look at the right side, I stop the
  404. 13:57camera there,
  405. 13:58and I ask the system predict
  406. 14:00the rest of the video,
  407. 14:01system will predict probably that the
  408. 14:03camera is going to keep panning.
  409. 14:06There is absolutely no way it can
  410. 14:07predict what every person on this on the
  411. 14:10right side of the
  412. 14:11room looks like.
  413. 14:13Because uh,
  414. 14:15the information is just not there. So,
  415. 14:17when you train
  416. 14:18a generative system, which is trying to
  417. 14:20predict every detail in the input
  418. 14:24at the pixel level in the case of video,
  419. 14:26you basically kill it.
  420. 14:28Um and so, you have to invent a a new
  421. 14:30set of technique for this. And by the
  422. 14:31way, this applies to financial data,
  423. 14:33right? If you
  424. 14:34uh
  425. 14:35much financial data is mostly noise with
  426. 14:37a little bit of information in it.
  427. 14:39If you do if you train the system to do
  428. 14:41sub time series prediction of financial
  429. 14:43data,
  430. 14:44um
  431. 14:45it has to be able to predict its own
  432. 14:47uncertainty.
  433. 14:48You cannot train it to predict a
  434. 14:50particular outcome because
  435. 14:52um
  436. 14:53because it's mostly noise.
  437. 14:55Uh so, so that this the same the same
  438. 14:58part and so, what what can you do?
  439. 15:00The the the technology that we've
  440. 15:02developed and we continue developing at
  441. 15:04NeurIPS is one in which the system
  442. 15:07learns an abstract representation of the
  443. 15:10input and it makes prediction in that
  444. 15:11abstract representation space. So, it
  445. 15:13does not have time to even all the
  446. 15:15details of the observation.
  447. 15:18It tries to predict whatever is
  448. 15:19predictable.
  449. 15:20But ignore all the details that are
  450. 15:22simply not not predictable.
  451. 15:25And I would think this is absolutely
  452. 15:26fundamental. And and we do this all the
  453. 15:28time in in in modeling. For example, let
  454. 15:30me take a simple example.
  455. 15:32Um
  456. 15:34if I want to uh let's say I'm a aircraft
  457. 15:37uh
  458. 15:38uh design engineer and I want to design
  459. 15:40uh
  460. 15:41an airfoil uh for an airplane. Um I can
  461. 15:45I can simulate the the the flow of the
  462. 15:47air around the the airplane using
  463. 15:49Navier-Stokes equations. But that's
  464. 15:51actually an approximation. It's a
  465. 15:54it's it's a it's an abstract
  466. 15:56representation of the underlying
  467. 15:57phenomenon, which is molecules of air
  468. 16:00bumping into each other and onto the
  469. 16:01airplane.
  470. 16:03But we never simulate this at that level
  471. 16:04because it's just too many details
  472. 16:06that we could not actually simulate
  473. 16:09accurately anyway. So, we invent an
  474. 16:11abstract representation that allows us
  475. 16:13to make predictions.
  476. 16:14Similarly, if I give you a box uh
  477. 16:17a closed box with air in it
  478. 16:20and uh I tell you I'm going to
  479. 16:22heat up this box by 10 degrees.
  480. 16:25You can predict exactly by how much the
  481. 16:26pressure will increase because you have
  482. 16:28the ideal gas law PV=nRT.
  483. 16:31But there's no way you can predict the
  484. 16:32trajectory of every molecule of air in
  485. 16:35that box. So so this idea that, you
  486. 16:38know, we need to invent abstract
  487. 16:40representation of reality to allow us to
  488. 16:42make prediction is really fundamental.
  489. 16:44Which is why you cannot reduce chemistry
  490. 16:47to physics or
  491. 16:49or you know atomic physics to particle
  492. 16:51physics or or or biochemistry to
  493. 16:54chemistry or biology to biochemistry,
  494. 16:56right? Every level in the abstraction
  495. 16:58ladder of how we understand the world
  496. 17:01has its own knowledge which ignores a
  497. 17:05lot of details about the level of
  498. 17:07description below
  499. 17:09below it.
  500. 17:10>> Yann, thank you so much. We've only got
  501. 17:121 minute left and I thought maybe just a
  502. 17:15quick fire question on geopolitics.
  503. 17:18How where do you know where China is and
  504. 17:20it's hard to ask a big question like
  505. 17:21that and say we've got 30 seconds left.
  506. 17:23Sorry about that. But
  507. 17:25where where is on on the on the deeper
  508. 17:28type work that you're doing, where where
  509. 17:31is China at on that and do you feel that
  510. 17:33there's the same race dynamics that it
  511. 17:36the sense of sort of who reaches what
  512. 17:39first right now is very intense. Is that
  513. 17:41is that the same in the in the deeper
  514. 17:44scientific type development?
  515. 17:47>> No, no. That's the short answer.
  516. 17:49So China
  517. 17:52and most of Asian countries are very
  518. 17:54interested in robotics and in physical
  519. 17:57AI because traditionally they they've
  520. 18:00been very strong in manufacturing. So
  521. 18:03that's true of China, of
  522. 18:05of Japan, of Korea where I was recently,
  523. 18:10Taiwan and a few other countries in that
  524. 18:13that part of the world. They're very
  525. 18:14strong in manufacturing which means
  526. 18:17they
  527. 18:18they're very strong in robotics. They're
  528. 18:19pushing this very very hard, which means
  529. 18:23because LLMs are basically hopeless for
  530. 18:25that kind of stuff, they they have a big
  531. 18:26interest in things like world models.
  532. 18:28So, a lot of the work that we see in in
  533. 18:33scientific publications
  534. 18:35in preprints, you know,
  535. 18:37on world models and on the joint
  536. 18:39embedding approach I just mentioned,
  537. 18:40many a lot of it comes from from Asia,
  538. 18:43China in particular.
  539. 18:45So, so they're catching up on this much
  540. 18:48faster than Silicon Valley, which seems
  541. 18:50completely hypnotized by LLMs and
  542. 18:53kind of too entrenched in LLMs to kind
  543. 18:55of look look around.
  544. 18:57>> Oh, yes, and it clearly has its
  545. 18:59limitations as you as you lay out. So,
  546. 19:02but I I know we're at time, Yann, and I
  547. 19:05cannot thank you enough for spending
  548. 19:07some time with us here today and giving
  549. 19:09us your view of the future and how to
  550. 19:12how to how to build it. So, a huge round
  551. 19:14of applause for Yann LeCun. Thank you so
  552. 19:16much.
  553. 19:17>> Thank you. [applause]
  554. 19:19>> [music]

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