给财经人的礼物！ 金融圈"明星"日历 谷歌正在利用其在AI模型领域的最新突破，发起对英伟达芯片霸主地位的全面挑战。 这家搜索巨头已开始向Meta等大型客户推销在其自有数据中心部署TPU芯片的方案，试图将这一替代性AI芯片从谷歌云租赁业务拓展至更广阔的市场。 根据媒体援引知情人士最新报道，Meta正与谷歌就2027年在其数据中心使用价值数十亿美元TPU芯片进行谈判，同时计划明年从谷歌云租用芯片。 这一潜在交易可能让谷歌抢占英伟达年收入的10%份额，为其带来数十亿美元的新增收入，谷歌云部门的部分领导层已向内部表达这一目标。 谷歌本月发布的Gemini 3大语言模型引发市场剧烈反应，该模型主要在TPU芯片上训练，表现已接近甚至超越OpenAI的ChatGPT。这一技术突破令投资 者重新评估AI芯片市场格局。 谷歌股价单日飙升6.3%至318.58美元的历史新高，今年累计涨幅达68%，而英伟达股价本月下跌近10%，两者市值差距收窄至5260亿美元，为去年4月 以来最小。 据知情人士透露，在谷歌与Anthropic达成提供多达100万个TPU的协议后，黄仁勋立即宣布向该公司投资数十亿美元，并获得其继续使用英伟达GPU的 ...

Core Insights - Yann LeCun, a Turing Award winner and a key figure in deep learning, announced his departure from Meta to start a new company focused on Advanced Machine Intelligence (AMI) research, aiming to revolutionize AI by creating systems that understand the physical world, possess persistent memory, reason, and plan complex actions [2][4][11]. Departure Reasons & Timeline - LeCun's departure from Meta was confirmed after rumors circulated, with the initial report coming from the Financial Times on November 11, indicating his plans to start a new venture [10][11]. - Following the announcement, Meta's market value dropped approximately 1.5% in pre-market trading, equating to a loss of about $44.97 billion (approximately 320.03 billion RMB) [11]. - The decision to leave was influenced by long-standing conflicts over AI development strategies within Meta, particularly as the focus shifted towards generative AI (GenAI) products, sidelining LeCun's foundational research efforts [11][12]. Research Philosophy & Future Vision - LeCun emphasized the importance of long-term foundational research, which he felt was being undermined by Meta's shift towards rapid product development under the leadership of younger executives like Alexandr Wang [12][13]. - He expressed skepticism towards large language models (LLMs), viewing them as nearing the end of their innovative potential and advocating for a focus on world models and self-supervised learning to achieve true artificial general intelligence (AGI) [14][15]. - LeCun's vision for AMI includes four key capabilities: understanding the physical world, possessing persistent memory, true reasoning ability, and the capacity to plan actions rather than merely predicting sequences [16][15]. Industry Context & Future Outlook - The article suggests a growing recognition in the industry that larger models are not always better, with a potential shift towards smaller, more specialized models that can effectively address specific tasks [18]. - Delangue, co-founder of Hugging Face, echoed LeCun's sentiments, indicating that the current focus on massive models may lead to a bubble, while the true potential of AI remains largely untapped [18][15]. - Meta acknowledged LeCun's contributions over the past 12 years and expressed a desire to continue benefiting from his research through a partnership with his new company [22].

Core Viewpoint - Yann LeCun, a Turing Award winner, has announced his departure from Meta to start a new company focused on Advanced Machine Intelligence (AMI), aiming to revolutionize AI by enabling systems to understand the physical world, possess long-term memory, reason, and plan complex actions [1][8][14]. Group 1: Company Transition - LeCun's new venture will continue his research on "world models," which he believes are essential for AI to truly understand the physical world [8][27]. - Meta will act as a partner to LeCun's new company, supporting the AMI initiative, which has overlapping interests with Meta's business but also extends into other areas [8][28]. - The departure marks a significant shift in the AI landscape, as LeCun leaves a position he helped establish at Meta's FAIR (Facebook AI Research) amid internal cultural conflicts and strategic misalignments [17][27]. Group 2: Research Focus - The goal of the new company is to drive a major revolution in AI, focusing on systems that can understand the physical world and plan actions without extensive trial and error [8][24]. - LeCun has been a critic of large language models (LLMs), arguing that they lack true understanding of the physical world, and he aims to develop AI that can reason and plan using world models [19][27]. - Recent research contributions include the JEPA theory, which aims to create organized and actionable high-dimensional embedding spaces, seen as a potential pathway to achieving world models [25][27]. Group 3: Industry Impact - LeCun's transition to entrepreneurship at the age of 65 signifies a new exploration phase in AI, moving away from the constraints of corporate environments to pursue foundational scientific challenges [14][27]. - The departure of LeCun, alongside other key figures like Soumith Chintala, indicates the end of an era for Meta AI, highlighting the ongoing evolution within the AI research community [28].

Core Insights - Yann LeCun, Meta's chief AI scientist, is leaving the company to start a new AI venture focused on world-model research, with Meta partnering in this new initiative [1] - LeCun's departure occurs amid instability within Meta's AI organization, which has seen significant hiring and reorganization efforts [2][3] - Meta's recent restructuring aims to enhance its competitiveness against major players like OpenAI and Google DeepMind, but has faced internal tensions and mixed reactions to its AI developments [4][5] Group 1: Leadership Changes - Yann LeCun is departing from Meta to pursue a startup related to his research interests, with Meta confirming a partnership in this venture [1] - The departure is not unexpected, as LeCun has criticized Meta's focus on large language models in favor of his own approach to AI training [5] Group 2: Organizational Dynamics - Meta has recently reorganized its AI operations into four distinct teams focusing on research, training, products, and infrastructure [3] - The new Superintelligence Labs division, led by Alexandr Wang, has created tensions between newly hired researchers and existing staff, leading to threats of resignation from some [2] Group 3: Competitive Landscape - Meta's restructuring is part of a strategic pivot to compete more effectively with OpenAI, Google DeepMind, and Anthropic in the AI space [4] - The internal and external reception of Meta's Llama 4 release has been lukewarm, indicating challenges in its AI model development [4]

与此同时，这位 PyTorch 之父也更新了自己的个人介绍，正式官宣加入 TML，并表示正在这家估值已达 500 亿美元的创业公司「创造新东 西（Building new things）」 。 刚刚，才离开 Meta 不久的 Soumith Chintala 发布了一条推文，盛赞 Thinking Machines Lab（以下简称 TML）的人很了不起（incredible）。 其领英页面上目前更新的头衔仅仅是「技术人员」，所以我们目前还无从得知这个「新东西」会是什么。 根据Chintala 离职 Meta 前的推文，他是在 11 月 17 日才正式离职。如今才刚过去一天（考虑到时区），这种无缝衔接的节奏，似乎印证了 他此前所说的「不想再搞 PyTorch」的愿望确实非常迫切 。 推文一发布，翁荔（Lilian Weng）等多位 TML 研究者/工作人员就留言表示了欢迎。 也有人第一时间用扎克伯格的苦瓜脸制作了迷因图： 总之，恭喜恭喜！ | Zach Mueller @ @TheZachMueller . 3h | Wow. Congrats! | | --- | --- | | 17 | | | ahme ...

| 机器之心报道 | | --- | 编辑：Panda 刚刚， 才离开 Meta 不久的 Soumith Chintala 发布了一条推文，盛赞 Thinking Machines Lab（以下简称 TML）的人很了不起（incredible）。 与此同时，这位 PyTorch 之父也更新了自己的个人介绍，正式官宣加入 TML，并表示正在这家估值已达 500 亿美元的创业公司「创造新东西（Building new things）」 。 其领英页面上目前更新的头衔仅仅是「技术人员」，所以我们目前还无从得知这个「新东西」会是什么。 根据 Chintala 离职 Meta 前的推文，他是在 11 月 17 日才正式离职。如今才刚过去一天 （考虑到时区） ，这种无缝衔接的节奏，似乎印证了他此前所说的「不想再搞 PyTorch」的愿望确实非常迫切 。 推文一发布，翁荔（Lilian Weng）等多位 TML 研究者/工作人员就留言表示了欢迎。 也有人第一时间用扎克伯格的苦瓜脸制作了迷因图： 总之，恭喜恭喜！ | Zach Mueller � @TheZachMueller · 3h | | --- | | Wow. C ...

Core Insights - The article highlights the inspiring journey of Soumith Chintala, who faced numerous rejections but ultimately created PyTorch, a significant tool in the AI landscape [1][10][22] Group 1: Background and Challenges - Soumith Chintala had a humble beginning, born in Hyderabad, India, and attended a second-tier university [2] - He faced significant challenges, including poor math skills and being rejected by 12 U.S. universities despite scoring 1420 on the GRE [4] - After obtaining a J-1 visa, he struggled to find direction and funding for further studies, leading to a series of rejections from graduate programs [4][5] Group 2: Career Development - Initially, Soumith worked as a test engineer at Amazon before joining Facebook AI Research (FAIR) [4][5] - He started as a low-level engineer but gained recognition after identifying and fixing a critical bug in an ImageNet task [5][6] - Despite initial skepticism about his project, he and his team decided to revamp Torch7, leading to the creation of PyTorch [8][9] Group 3: PyTorch's Impact - PyTorch was officially open-sourced in 2017 and quickly gained traction among top research labs, becoming a mainstream tool for deep learning [10][19] - The framework's flexibility and intuitive design allowed researchers to experiment more freely, leading to a rapid increase in its adoption [17][19] - By 2021, PyTorch's search volume surpassed that of TensorFlow, indicating its growing popularity in the AI community [17][21] Group 4: Community and Legacy - PyTorch has evolved from a niche framework to a foundational tool in AI, with a vast community of developers contributing to its ecosystem [21][26] - Soumith's journey from being rejected multiple times to becoming a respected figure in AI exemplifies resilience and dedication [22][27] - The framework is now integral to many leading AI models, including OpenAI's GPT series and Stability's generative models [26][30]

Core Insights - The article highlights the inspiring journey of Soumith Chintala, the creator of PyTorch, emphasizing his resilience and determination despite numerous setbacks in his academic and professional life [2][22]. Group 1: Early Life and Education - Soumith Chintala struggled with mathematics, which hindered his admission to top universities in India, leading him to attend a second-tier institution, VIT [5]. - He improved his academic performance and achieved a GRE score of 1420, which was impressive at the time [6]. - Despite his efforts, he faced rejection from 12 U.S. universities when applying for a master's program [7]. Group 2: Career Challenges - After being rejected by 15 universities, he eventually received an offer from the University of Southern California, and later a waitlist offer from New York University [8][9]. - Soumith faced multiple rejections from companies, including DeepMind, and initially worked as a test engineer at Amazon [10][12]. - He encountered significant visa challenges that added to his professional struggles, but he eventually secured a waiver to stay in the U.S. [13]. Group 3: Breakthrough and PyTorch Development - During his time at Facebook AI Research (FAIR), he solved a critical issue that senior engineers could not, marking a significant turning point in his career [18]. - He played a key role in the development of PyTorch, which became a widely used deep learning framework [20]. - Despite initial success, he faced internal challenges at Meta regarding the future of PyTorch, but the project was ultimately preserved [20]. Group 4: Reflection and Future - Soumith's story illustrates the importance of resilience and the belief that perseverance can lead to success, regardless of current circumstances [22][32]. - He expressed gratitude towards mentors and family who supported him throughout his journey [25][28]. - As he prepares to leave Meta for new ventures, there is anticipation regarding his future contributions to the field [34].

突然，却又在预料之内，Meta 经过人事地震之后，图灵奖得主 Yann LeCun 还是选择离开。 据《金融时报》刚刚援引知情人士的报道，Meta 首席人工智能科学家 Yann LeCun 计划离开这家公司，并创办自己的初创公司。 也就是，Yann LeCun 要正式自己创业了。 此外，文章报道称，他也正在就筹集资金进行早期洽谈。 就此消息，机器之心也向熟悉的 Meta 团队成员进行了确认，得到的答复是不确定是否为真的，「他的内部 chat 还没有 deactivate」。 而在数天之前，PyTorch 之父 Soumith Chintala 也宣布将于 11 月 17 日正式离开 Meta，结束他长达 11 年的职业旅程。 当时，LeCun 还对他表示：「祝你在下一份工作中一切顺利。」 短短几天后，LeCun 也将开始自己的新旅程。 大调整下尴尬的 Yann LeCun 9 月，Information 就曾独家报道，Meta 对 FAIR 实验室施加了锁紧论文发表的新政策之后，LeCun 直接向同事透露了辞职意愿。 到了今年 10 月底，Meta 更是对内部的人工智能团队进行了大刀阔斧的裁员：裁减约 600 ...

Core Insights - Yann LeCun, Meta's Chief AI Scientist, plans to leave the company to establish a new AI startup, marking a significant shift in both his career and Meta's AI strategy [2][3] - Meta is restructuring its AI operations under a new department called Superintelligence Labs, led by Alexandr Wang, indicating a shift towards a more commercially driven approach [2][4] Group 1: LeCun's Departure - LeCun's exit symbolizes a potential fundamental change in Meta's research philosophy, moving away from his long-held belief in autonomous learning and cognitive reasoning [3][4] - His departure reflects a growing tension between academic research and commercial application within the AI sector, as Meta pivots towards a more aggressive, product-oriented strategy [5] Group 2: Meta's AI Strategy - Meta's reorganization aims to position AI as a core focus for the next decade, with significant investments in computational resources and a competitive stance against other AI firms like OpenAI and Anthropic [4] - The establishment of Superintelligence Labs suggests a shift from open-source research to a focus on achieving Artificial General Intelligence (AGI), indicating a more ambitious and commercially driven agenda [4][5] Group 3: Industry Implications - LeCun's move to start a new venture may signal a desire to reclaim the purity of research, contrasting with the current trend of prioritizing immediate commercial results in the AI industry [5] - The blurring lines between academia and industry in AI research are becoming more pronounced, as companies increasingly seek tangible outcomes rather than foundational scientific breakthroughs [5]