alt Hacker NewsYann LeCun's AI startup raises $1B in Europe's largest ever seed round
Comments
Justifiable.
There are a lot more degrees of freedom in world models.
LLMs are fundamentally capped because they only learn from static text -- human communications about the world -- rather than from the world itself, which is why they can remix existing ideas but find it all but impossible to produce genuinely novel discoveries or inventions. A well-funded and well-run startup building physical world models (grounded in spatiotemporal understanding, not just language patterns) would be attacking what I see as the actual bottleneck to AGI. Even if they succeed only partially, they may unlock the kind of generalization and creative spark that current LLMs structurally can't reach.
Yann LeCun seeks $5B+ valuation for world model startup AMI (Amilabs).
He has hired LeBrun to the helm as CEO.
AMI has also hired LeFunde as CFO and LeTune as head of post-training.
They’re also considering hiring LeMune as Head of Growth and LePrune to lead inference efficiency.
https://techcrunch.com/2025/12/19/yann-lecun-confirms-his-ne...
> But this is not an applied AI company.
There is absolutely no doubt about Yann's impact on AI/ML, but he had access to many more resources in Meta, and we didn't see anything.
It could be a management issue, though, and I sincerely wish we will see more competition, but from what I quoted above, it does not seem like it.
Understanding world through videos (mentioned in the article), is just what video models have already done, and they are getting pretty good (see Seedance, Kling, Sora .. etc). So I'm not quite sure how what he proposed would work.
This couldn't have happened sooner, for 2 reasons.
1) the world has become a bit too focused on LLMs (although I agree that the benefits & new horizons that LLMs bring are real). We need research on other types of models to continue.
2) I almost wrote "Europe needs some aces". Although I'm European, my attitude is not at all that one of competition. This is not a card game. What Europe DOES need is an ATTRACTIVE WORKPLACE, so that talent that is useful for AI can also find a place to work here, not only overseas!
Wasn't there some recent argument that world models won't achieve AGI either due to overlooking the normative framework, fundamental symmetries of the world purely from data and collapse in multi-step reasoning? JEPA is sacrificing fidelity for abstract representation yet how does that help in the real world where fidelity is the most important point? It's like relying on differential equations yet soon finding out they only cover minuscule amount of real world problems and almost all interesting problems are unsolvable by them.
That's between 1 and 10 training runs on a large foundational model, depending on pricing discounts and how much they manage to optimize it. I priced this out last night on AWS, which is admittedly expensive, but models have also gotten larger.
I feel like I'm the only one not getting the world models hype. We've been talking about them for decades now, and all of it is still theoretical. Meanwhile LLMs and text foundation models showed up, proved to be insanely effective, took over the industry, and people are still going "nah LLMs aren't it, world models will take over soon. Just wait."
Does anyone have a sense of how funding like this is typically allocated? how much tends to go toward compute/training versus researchers, infrastructure, and general operations?
More research on more models = more betta
It’s 4.7B actually, he confirmed it here https://x.com/ylecun/status/2031331124450931058?s=46
impressive that the round was 100% oversubscribed but to be expected when it's the prof that trained a good chunk of the current AI founders.
That being sad, Yann LeCun's twitter reposts are below average IQ.
I wish him luck.
Recently all papers are about LLM, it brings up fatigue.
As GPT is almost reaching its limit, new architecture could bring out new discovery.
At least some of that money should definitely go towards improving his powerpoint slides on JEPA related work :)
As someone in the tech twitter sphere this is yann and his ideas performing a suplex on LLM based companies. It is completely unfathomable to start an ai research company… Only sell off 20% and have 1 billion for screwing around for a few years.
Seems like it's the second largest seed round anywhere after Thinking Machines Labs? https://news.crunchbase.com/venture/biggest-seed-round-ai-th...
That article is from June 2025 so may be out of date, and the definition of "seed round" is a bit fuzzy.
A fair amount of negative comments here, but Yann might very well be the person who brings the Bell Labs culture back to life. It’s been badly missing, and not just in Europe.
This could have been 1000 seed rounds. We are creating technological deserts by going all-in on AI and star personalities.
He couldn't achieve at least parity with LLMs during his days at Meta (and having at his disposal billions in resources most probably) but he'll succeed now? What is the pitch?
I just saw a post from Yann mentioning that AMI Labs is hiring too!
If, for even 1s, they get in a position which is threatening, in any way, Big Tech AI (mostly US based if not all), they will be raided by international finance to be dismantled and poached hardcore with some massive US "investment funds" (which looks more and more as "weaponized" international finance!!). Only china is very immune to international finance. Those funds have tens of thousands of billions of $, basically, in a world of money, there is near zero resistance.
Once again, US companies and VCs are in this seed round. Just like Mistral with their seed round.
Europe again missing out, until AMI reaches a much higher valuation with an obvious use case in robotics.
Either AMI reaches over $100B+ valuation (likely) or it becomes a Thinking Machines Lab with investors questioning its valuation. (very unlikely since world models has a use-case in vision and robotics)
Not based on true valuation unless h-index has become a valuation metric lol
Academics don’t always make great entrepeneurs
Here you can see why it is so hard to compete as European startup with US startups - abysmal access to money. Investment of 1B USD in Europe is glorified as largest seed ever, but in USA it is another Tuesday.
Adds up : We are seeing a clear exodus of both capital and talent from the US - with the current US administration’s shift toward cronyism - and the EU stands as the most compelling alternative with a uniform market of 500 million people and the last major federation truly committed to the rule of law.
Regardless of your opinion of Yann or his views on auto regressive models being "sufficient" for what most would describe as AGI or ASI, this is probably a good thing for Europe. We need more well capitalized labs that aren't US or China centric and while I do like Mistral, they just haven't been keeping up on the frontier of model performance and seem like they've sort of pivoted into being integration specialists and consultants for EU corporations. That's fine and they've got to make money, but fully ceding the research front is not a good way to keep the EU competitive.