Yann LeCun’s World Models Raise $1 Billion - DTNS 5222

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2:13This is the daily tech news for Tuesday March 10th 2026 we tell you what you need to know giving the important context and help each other understand Ah, yes, that's what we try to do. And today Yon LaCoon is betting that LLM's are dead. They're a dead end They're not indeed. They're a dead end, but world models world models are the future time to learn a new buzzword folks Yeah, we'll talk all about it. I'm Jason Howell. I'm Tom Merritt. Let's start with what you need to know with the big story Advanced machine intelligence aka AMI labs that is Yon LaCoon's new world model company has raised 1.03 billion dollars So let's just say a billion dollars and some change Ah Yon LaCoon left meta you may remember last November where he was chief AI scientist for a number of years He left to co-found AMI and concentrate on world models as his bet for achieving human level AI

3:14He argues that LLM's alone are not going to lead by themselves to AGI And that world models are the real missing piece here now world models Learn from video they learn from sensor data interactions in the in the real world to build an internal simulation Of how objects and agents and time and other real world entities. Let's say actually Behave LeCoon compares us to large language models Where he says they mainly predict the next word based on patterns in the text right So think of world models as something along the lines of common sense Let's say common sense knowledge of the world the development is directed at And effect in real environments that basically means it has a potential to be very impactful not only just For general AI applications as Yon LaCoon believes but also

4:15Once we start getting into you know thrown it in air quotes real world stuff We're talking physical AI. We're talking robotics and yeah Yon LaCoon. He's been very vocal About his belief that you know these LLMs It's not that he says LLMs are pointless or useless or anything He just says they're really good at doing that thing that predictive thing But that isn't enough to have a true honest understanding on a technical level of how the world works And that's what's needed to get truly to this human level AI Point that people are putting on to a calendar and saying let's get there by this date But what is Yon LaCoon ever done other than revolutionize optical character recognition and Provide some of the bases for the machine intelligence that we have today You know good point. What would he know? No, I think I think he's worth paying attention to of course a lot of smart people can be wrong I am usually wrong But I look at this and I've been thinking like look large language models are very good

5:20They are better than we expected for a lot of things But there is a temptation I think by some both in and outside the industry To think they can do everything like oh, they're really good at this. What if we make them do that Um And we've seen that you can do a lot of things like multiple agents Deep deep thinking you know thinking models Where you have them double check each other that do make them better than just predicting the next word right? You can do some double checking and get better results out of them But there is you know diminishing returns the farther you go down that road And I think that's what Yon LaCoon is rightly pointing out is there are other models out there There are deep learning models out there that we have seen play video games Those are not LLM So I think a lot of people in their mind they just class that oh that robot that plays go You know that that the thing that can play starcraft That is a that is a deep learning model that is different from LLM A lot of people taking LLM's and deep learning models and playing them off each other That's an interesting thing too There's also computer vision which Yon LaCoon has

6:22Put a lot of work into over the years Which is being able to recognize objects and learn how to recognize objects So you know there's the commonality amongst all these models is reinforcement learning They being able to improve the model in a way that's similar to how we learn But I think he's right that world models Could be the next thing Then you get into the question of like well what do you mean by world model? And I think you did a great job of explaining what Yon LaCoon means But don't be confused if you see someone else out there talking about a world model And you're like wait that doesn't sound like what Jason said because there's really not a definition of them yet And even the koon said like in a year or so you're going to see everybody claiming they have a world model Because he thinks it's going to be busy like that And so we're going to have to come to a definition of what we really think this means But but generally I think a usable definition a usable way to think of it is pretty close to what you said Which is a model that isn't just Kind of you know simulating language, but a model that is learning how to adapt to the world around it

7:27And digital twins are a kind of world model if you've heard of those But it's sort of that ability to not only simulate but recognize The world I think I think is fair to say like okay, then now you're talking about some kind of world model Yeah, it's it's really interesting where we are right now with L on technology. I saw video and kind of the The The limitations that we run up against even though they seem in one hand brilliant in certain ways Brilliant applications for certain things and then you run up against like this common sense idea And it's like well, it doesn't necessarily understand what common sense is right like I saw a video Just the other day of a guy who has a pen in his hands And he's holding it with two hands But on both sides and he's talking with chat GPT and he's basically saying what will happen When I let go with one hand chat GPT and it's like oh well the pen is gonna fall to the ground It's gonna it's gonna fall down because of gravity and you know Even when he pulls his hand away the pen the you know chat GPT is like yeah see it fell to the ground

8:32He's like no it didn't my hand is back here So on one hand these things are brilliant But on the other hand they don't quite have that connection that even babies when human babies are born and learn You know in their limited capacity their sensory capacity Um these common sense things LMS don't always necessarily get there and I think part of lot young lakun's You know he even uses that the human baby example as kind of part of the understanding of like what the Importance of a world model however you define that however you get there What the importance of that is to the development of all this stuff to get to this point to where these things are truly human Knowledge capable and the based on what we've seen out of LM right now There are some serious limitations as brilliant as they can be you know and and honestly neural networks Try to learn the way a baby or any human learns right by reinforcement Of neural connections and simulating that sort of thing I honestly think that world models

9:34Whatever they end up meaning Aren't the thing that gets us to super intelligence or a GI or whatever you want to call it Because we don't have a single model running in our brains right no we have a a language cortex Well guess what we've got a real good language cortex with LLMs We have a visual cortex well computer vision getting that you know like I wonder if we also need to Combine models and say well It's not just a world model you need a world model and an LLM and a machine learning model and a deep learning model and a neural network And then you combine all those things together because it's one of the ways that LLMs get better is by double checking them and using Models playing off of each other. Yes, you know, I think Daisy-chaining models like that and I know there's people working on that sort of thing could be a path forward as well So the one thing that I I absolutely think that LeCune is nailed is LLMs are going to continue to improve but they are are not the end of AI

10:36They they are they are an A thing in AI. This is why I constantly try to use AI as a collective for all the models not just as substitute for LLMs Because there are others that that can be useful in other ways Yep, and I should also mention on one of my other podcasts AI inside My co-host Jeff Jarvis and I have chatted with Yon LeCune on a previous episode I can't remember the episode number But if you just do a search for AI inside Yon LeCune you'll find the episodes on YouTube. It's on our our show page And he talks a lot about what his definition is and what his ideas are round world models Obviously he was still at meta when we talked with him Now he's not at meta now. He's doing his own thing. So who knows maybe I'll get the chance to talk to him again Yeah, you should get you should talk to him again It would be great to get an updated Look at what he's talking about. Yeah, what that means now. Yeah But if you want to find that there are three ends in Yon LeCune Yeah, see I am not an LLM so I can properly identify the number of ends

11:40Yeah, good shot Tom That's how I prove it now there are you are you are in strawberry. Okay three DTS has made possible by you the real human listener thanks to you branded Brooks Johnny Hernandez and high tech Okay, it's great to have all of you patrons along for every episode This episode is brought to you by capital one capital one's tech team isn't just talking about multi-agentic AI They already deployed one It's called chat concierge and it's simplifying car shopping using self-reflection and layered reasoning with live API checks It doesn't just help buyers find a car they love it helps schedule a test drive Get pre-approved for financing and estimate trade and value Advanced intuitive and deployed. That's how they sack. That's technology at capital one The future moves fast Av points shift happens podcast is your edge where leaders unpack AI data modern work and the mindset shifts that turn change into advantage

12:49Hear what top innovators are trying next and how to make it work. Visit AVPT.co slash shift today Oh If you work in university maintenance Granger considers you an MVP because your playbook ensures your arena is always ready for tip off and Granger is your trusted partner offering the products you need all in one place from HVAC and plumbing supplies to lighting and more And all delivered with plenty of time left on the clock. So your team Always gets the win Call 1800 Granger visit Granger.com or just up by Granger for the ones who get it done Performance comes down to controlling what you can for tennis pro Jessica Pagula that means starting with the air around her She can't control her opponent or the match, but she can control her rest and recovery That's why she's trusted blue air for five years and counting blue signature air purifiers are engineered to perform and designed to impress

13:56With seven stages of advanced filtration up to ten times more odor removal and customizable colors and accessories Shop blue air.com and use code signature 30 to save every idea starts with a problem Morby parkers was simple glasses are too expensive So they set out to change that by designing glasses in-house and selling directly to customers They're able to offer prescription eyewear that's expertly crafted and unexpectedly affordable Warby Parker glasses are made from premium materials like impact-resistant polycarbonate and custom acetate And they start at just 95 dollars including prescription lenses get glasses made from the good stuff stop by a warby parker store near you All right, there is more we need to know today. So let's get to the brief. Yes Indeed, Amazon has had several small issues recently. We've talked about these There was a six-hour disruption of the retail website didn't impact everybody We didn't talk about that one because we don't talk about outages, but worth noting

14:59Somebody was able to jail break its chatbot To answer questions unrelated to shopping. I think it's called rufus the chatbot on Amazon So they were able to to break in there and get it to you know say things that were not related to Amazon retail The thing we did talk about two minor outages a cost calculator in China went down for Amazon And an internal tool the I'm sorry for AWS an internal tool at AWS We're both attributed to the use of coding assistance well the news today is that senior vice president Dave Treadwell sent an email out to all the engineers at Amazon And among other things wrote folks as you likely know the availability of the site and related infrastructure has not been good recently It's it's been fine, right? It's not like Amazon's been down all the time But not good enough for Dave Treadwell So they had a meeting of engineers I actually have this meeting regularly, but they said look this is a special one usually it's optional This time it's not optional. We need everybody to be there

16:00And they want to discuss these recent incidents one of the contributing factors to the problems According to the email was the use of generative models for which best practices and safeguards are not yet fully established So as a result AI assisted changes at Amazon must now be approved by senior engineers before deployment They have to review the code. It's code review of your AI assisted changes. You can't just push that stuff out there And just in time and then you got to ask yourself do I trust Claude's code review agent to catch all the bugs? Or will we have to check after that code reviews must be reviewed by a senior senior engineer I forget to a point to where it's fully trusted. You know what I mean like yes, I think we do That it's all a question of when right But but I I think you always need to have a human in the loop that takes responsibility for it

17:03Yeah, that's a really good point takes the responsibility for it And yeah, and if something like this happens is willing to speak to it and implement changes to address it as Not every pull requests gets reviewed. I mean And engineers raise your hands if you've never approved a pull request Without actually checking all the code. No, it happens all the time because you you you put together like oh I trust that person. This is a small bit of code I think I think I can go ahead and push that one Through through code review is approved You kind of get a sense of of when you need to pay close attention when you don't and I think That we will get there with these sorts of tools and I think the the cloud code review You know, I don't mean to throw it under the bus That is a great way of looking at it because it's using multiple agents to go over at multiple times Kind of what we're talking about earlier. Yeah, you know as far as using the LLM to check each other and to make each other better And I know a lot of a lot of coders who actually do that themselves they they write code and then they ask

18:03That agent or a different agent Hey look at this and tell me where the bugs are and they'll find it They'll say like oh yeah, no, there's there's a bug in there that I didn't see before so I think that's good But in the end you do have to have somebody who's taking responsibility and saying okay, I'm gonna push this out And I don't expect it's going to cause a problem Oh boy if you're the person who pushes out the code because oh no, it's fine I trust that person and then Amazon site goes down. Oh, it's got a suck to be that person Oh, it always sucks to be that person. Yeah That isn't even really what we're talking about where Amazon site goes down It's just availability and bugs and things that are disrupting available when I say availability that doesn't mean the site went down But it's not like the site went down like we've had those AWS outages that took out half the United States You know half the world's websites Obviously that's going to be a horrible thing Yeah, but they don't even want minor stuff They don't even want this like calculator to go down that that shouldn't happen And so they're saying look we have to have somebody who's who's paying attention you have to push you can't just push your code out there

19:04Because we're getting too many bugs in the system. I think that's good You should be judging on output not not just making people use these tools Right, right and not just the the goal is all of your productivity gains You know all that goes out the window if your productivity is great, but you're producing crap You know exactly Yeah Google is bringing some new Gemini powered functionality to docs sheets slides drive Honestly, I felt like some of this stuff already existed, but maybe there's given it a new name the new features can pull direct to the Some of your data directly from Gmail chat throughout drive of course the web So that basically means that users can use a single chatbot experience to create You know your drafts your slides your sheets just do it all into an integrated single chat So docs is getting help me create and help me write So making first drafts refining those existing documents that you might have the content Docs also get this is interesting match writing style which I think a lot of people use LLMs for right now

20:07And match the format for tone alignment for structure especially if you're using a lot of different collaborators on a single thing you can kind of get everybody synchronized into one style Users can also mirror and exit existing template using live data from a Google account So you've got a template file and you're like I want all the files to kind of have the same look and feel you do that um Sheets in sheets Gemini can spin up a fully form at a sheet based on a single prompt And then there's fill with Gemini for auto completing things like columns live search data into your sheets categories summaries That sort of stuff slides is going to get a generation and re styling functionality so that you can take a dex theme and apply it Globally essentially the team plans to bring full prompt base creation Two slides in the future Though that is not there quite yet And then drive itself is getting its own AI overviews So if you haven't had enough AI overviews, you're going to see it in drive along with an ask Gemini and drive search

21:09For answering questions about all the contents and all these features are available first to Google AI ultra and pro subscribers And kind of a limited beta at least initially and for those who don't like the AI stuff this parts your reward first sticking through to the end Google is bringing to It's Google photos the ability to disable the ask photos feature So if you didn't like the upgraded AI search that was integrated in Google photos Well, you're going to be able to talk of that off and go to their classic search experience It only took two years for that to give you that option. So there you are. Yeah I Well, first of all there a lot of these things you could do before but Google is now making them easier to do in drive And They have also said they work No, I think before some of them were like, yeah, you can do that A lot of design to do that One of the ones that that I want to try the most is is making slides Right now you can only make a particular slide But eventually you'll be able to say like make this whole presentation

22:11And if you've tied it into the rest of your Google account It can go find things in Gmail. It can find other documents And know what you're talking about when you're like I need you to make a presentation that pulls in these reports And and emails from these people and it will be able to to make all that happen Obviously, you still need to review all that at the end like we're talking about before but Yes, I think this becomes a lot more Practical for people because it's in the document that they're working on In fact, I guess we don't have it here on my workspace plan because I'm not seeing those tools show up here yet But I'm looking forward to those because it's not that I would want it to rewrite anything not for us That's that's too personal For the way we do the show but doing some formatting thing within the doc You know being able to to create stuff within the doc without having to copy and paste and pull it into Gemini and stuff would be pretty handy Yeah, and depending on the prompt, you know being in a doc and knowing you've got something in your drive somewhere

23:12That has information that that's referenced just being able to say get that information and put it in here versus having to go and dig and stuff I think the interesting thing for me about this is that like I have friends who are outside of the the daily tech sphere Let's say and they you know have a workspace account They see that little Gemini icon and they keep hearing everything about this AI and so they try it And their opinion to me has been like yeah, I tried you know Gemini in my drive and it was not good You know, and so I wonder for people like that in that experience Does something like this? Does it actually lead to a pathway of trying again? Or are they just kind of like no AI and you know Gemini and Doc sucks Why would I want to do that? Like well this might solve your problem Yeah, that stuff always happens though, right? Yeah, like like I remember actually complaining about smartphones like yeah Those apps don't work or you can't do this with it and then eventually they do and that permeates out like oh Yeah, no, that works now you you can actually you can you can make that happen so It's it's not yeah, I feel like that. That's just one of those things of

24:16If it ends up actually working then everyone will start using it because word will get around like oh no You can you can do that with that now Powerful. Yeah, well, we'll see if that's the case in this indeed If you have found a way to make it work Why don't you tell us in our discord you can join a conversation in our discord by linking a patreon account I'd pretty much go in there every morning when I start sitting down to work on dts and say hi So if you'd like to say hey by high back link your patreon account to discord at patreon.com slash dtns Mom, I like to propose a dinner optimization plan for 2026 So help her practice every week get back late and you're stressed out about making something fast But actually nutritious for dinner when ash's mom picked me up I noticed that she made blue apron. It came like a little kid. By the time it was ready I saw a chin guards on and it was real food fresh veggies actual flavor Take her from the younger generation or innovators. He made a couple blue apron meals around

25:17That's the worst idea give $50 off your first two orders plus free shipping with code stir 50 terms and conditions apply Visit blue apron dot com slash terms for more This episode is brought to you by capital one capital ones tech team isn't just talking about multi-agentic AI They already deployed one. It's called chat concierge and it's simplifying car shopping using self-reflection and layered reasoning with live API checks It doesn't just help buyers find a car they love it helps schedule a test drive get pre-approved for financing and estimate trade and value Advanced intuitive and deployed. That's how they sack. That's technology at capital one All right, we got some quick headlines gonna make you look really smart at the dinner table tonight Yes, when you lean over and say well dear, did you know meta is acquiring multiple book and she'll say Yes, of course. I listened to DTN as two dear The AI agent social network will become part of meta's super intelligence labs or MSL

26:19No details other than that But yeah, I always like it when meta spends a lot of money on something. I'm not sure they'll make good use of but yeah They'll either not make good use of it or turn it into something really boring Yeah, completely different Interesting Nvidia speaking of claws and bolts and all that Nvidia is reporting a reportedly building Nimo claw An open source enterprise AI agent platform for deploying its own claw like agents across the workforce Regardless of whatever the hardware that underlies your system is using. Oh, man Everybody's doing it all the Chinese cloud providers now Nvidia Everybody's clawing claw got their claws out Oppo and one plus or warning of impending price hikes for many of their existing smartphones Of course because of rising cost of components And those are set to kick in on March 16th. So by before March 16th. Yeah, you got a couple of days Sonos announced the new sonos play. It's a $299 era 100 class portable Wi-Fi Bluetooth speaker with full sonos ecosystem support

27:27Definitely a lot more portable IP67 rated along with a cheaper mic free era 100 SL for $189 That only took a couple of years for sonos to get back into hardware making Yeah, better late than ever Some cat images of the upcoming pixel 11 pro fold have leaked out reportedly showing a familiar design to the current fold But with light changes to the camera bump and a slightly thinner body mostly it doesn't look that different though No, it's pretty much the same Blue Sky founder j griber has stepped down as CEO and is handing interim control to former automatic CEO Tony Schneider So she can focus on building out the underlying technology. Yeah I'm if yours your blue sky fan. That's a big deal Jay has been a huge part of that community for a long YouTube is expanding its AI deep fake detection to now include politicians Government officials and the most important people in the world journalists So that you can now if you're one of those classes also verify your identity and then request videos be taken down

28:34Canada has reversed its earlier order that tiktok shut down its office in Canada and we'll let it stay in the country as long as it adopts Strictor data security audits and stronger protection for miners. Yeah, Canada wasn't even going to shut down the service They just weren't going to let them have an office in the country, but now they can even rent an office That's nice. Adobe is rolling out its Photoshop assistant first announced at max last October That's the one that lets you edit images and generate contact with a regular old language prompt Hmm be curious to play around with that Microsoft is adding fishing resistant passkey sign-ins via Microsoft entra and windows hello starting as an opt-in public beta or sorry public preview later this month Yeah, there's a story kicking around that if you jailbreak An android device Microsoft invalidates your entry entry keys if it detects that that's part of its security So watch out for that watch out a us judge has temporarily ordered perplexity Basically issued an injunction saying you can't

29:36Use your agentic comet browser to make amazon purchases for prime subscribers until this whole court case is done That'll go into effect start next week All right, we end a very episode of dtns with some shared perspectives today Josh has thoughts on folks calling the macbook neo a chromebook killer Ah, yes, I don't know that I ever called it a chromebook killer Although I have said that it's meant to compete with chromebooks and could compete with chromebook Yeah, yeah many people are saying it Josh writes hey team now that the macbook neo craze has settled down a bit I wanted to get your opinion on the whole macbook neo being a chromebook killer in school Here's my counter argument most school districts are still underfunded a device double the price is just not feasible I guess a lot of chromebooks are 250 bucks So you know with the educational district discount five hundred dollars would be double that Josh also says most of the chromebooks are very repairable pretty much every component can be replaced from another chromebook

30:37I don't think the neo's are the least Repairable max out there max have gotten a little more repairable over the years Certainly a lot of chromebooks would be more repairable. So that's a decent point to And then Josh says why would you buy a four hundred dollar macbook? He even gives them a discount to four hundred dollars I would buy a four hundred dollar macbook Just to run chrome on it to use your school apps because everything is on google classroom anyway That is an interesting point like you buy the neo and then have to launch chrome to get into google classroom He says I'm not saying it's not possible, but right now is probably not it um Reviews are out for the the macbook neo as it's shipping on march 11th. We're recording on march 10th They are all very fairly rave But they are basically saying uh, this is a great entry level Laptop if you are comparing it to other laptops in that same price range I didn't see a lot of the reviews calling it a chromebook killer. So I think you're right Josh I don't think it's meant for the classroom chromebook Although

31:37Apple would love it if people used it for that And I think that's why they have that educational discount It's more of are you buying a laptop for a student not a chromebook is not part of a school thing Or are you buying a new laptop yourself and you want to spend six hundred dollars Look at an equivalent hp windows laptop look at the macbook neo and the reviewers are saying you know what the neo holds up It's got a better build quality overall. It feels firmer It's got a full featured OS even though it's got an a18 pro in there. It's got macOS running on it You never know you were running on a different chip It's snappy it does everything well and you know, it's decently priced Yeah, I mean your school is probably going to continue offering to the students who want to you know a free for the year Laptop to do all their work the chromebook because I think I think what Josh lists out here are very sensible reasons why that would be they're they're not you know many of these schools are not flush with money

32:37To just go throw around and spend twice as much on each laptop for every student some school districts might choose to do that But I would guess that the majority of them are going to stick with the chromebooks and honestly like it It's kind of like I liking it to a certain degree like how it's been in our family with with smartphones for both of my kids Because like I am an Android guy. I've got you know shelf filled with Android devices current and previous and when it was time for them to get a smartphone I was just kind of like well look if you want an Android device I've got one for free. I've got plenty of them if you feel like you need an iPhone I don't have those you're gonna have to buy it You're gonna have to spend your money to do it and what did they both do? They saved up their money and they got it and so I would imagine that the neo might be something similar It's like well. This is the apple thing. I want to stay in the universe All the cool kids are doing it. You know that sort of thing That's right or not, but yeah Yeah, but there's something to that especially because they have the nice pastel colors and all that so totally There's still a little pristine device in that price category

33:41And then also I mean there's reviews for all of the new apple stuff that's out right there But I think also notable is the benchmarks of the m5 max and the m5 pro uh Out today and Really saying like yes, these are these are benchmarking better and most people will notice iterative difference But there's some big changes under the hood That have people saying look if you've got a MacBook that's more than three years old You are going to notice a huge performance difference even if you don't expect it So I thought that was worth noting as well. So you're saying that I need to get one. Yes, just called me out Tom I just called me out on the show I think that I said Jason why haven't you bought a new m5 based MacBook Throw that one away Responsibly more effective effective immediately. I don't need it anymore wait until you buy the new one first actually That's a good point Folks if you've got great insights like Josh had thank Josh uh send us uh an email Uh rmail addresses feedback at dailytechnewshow.com

34:42Thank you Josh for contributing to today's show. Thank you to everyone for being along for daily tech news show You can keep us in business and you know how you do that you become a patron at patreon.com slash dtns. We'll see you tomorrow The dtns family of podcasts Helping each other understand Hope you have enjoyed this program This episode is brought to you by capital one capital one's tech team isn't just talking about multi-agentic AI They already deployed one. It's called chat concierge and it's simplifying car shopping using self-reflection and layered reasoning with live API checks It doesn't just help buyers find a car they love it helps schedule a test drive get pre-approved for financing and estimate trade and value Advanced intuitive and deployed that's how they stack that's technology at capital one over 90 of the top 100 us accounting firms

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