@scion_x_: Yann LeCun is probably going to win the scientific debate on AI. And it won't matter one bit. The summary fits in two l…

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Summary

This article argues that while Yann LeCun may be scientifically correct that LLMs lack true intelligence, their practical utility means they have already won in the marketplace.

Yann LeCun is probably going to win the scientific debate on AI. And it won't matter one bit. The summary fits in two lines: one of AI's founding fathers leaves Meta, raises a billion dollars, and sets off to prove that LLMs, ChatGPT, Claude, Grok, are a dead end on the path to real intelligence. On the merits, he's probably right. An LLM doesn't understand the world; it predicts the next word. No memory, no model of reality, no true planning. LeCun puts it bluntly: it's less intelligent than a cat. Technically, it's hard to argue with him. Except he's answering the wrong question. LeCun asks: "What is real intelligence?" The market, on the other hand, asks: "What's useful, right now?" These aren't the same question. And confusing them is the classic researcher's mistake. The market has never paid for intelligence. It pays for utility. We never taught planes to flap their wings. We didn't care about replicating birds' "real" flight; we just wanted to fly. Result: machines that understand nothing about a sparrow's aerodynamics carry millions of people every day. LLMs are the same. They don't understand the world. And that doesn't stop them from rewriting your code, drafting your contract, swallowing entire jobs whole. A tool doesn't need a model of the world to be worth trillions. I build with these models every day. They're "dumb" in LeCun's sense. That has never stopped me from shipping anything. LeCun may be building what will matter in 2035. But for the next ten years, the users, the value, the money—everything is on the "stupid" models. We always confuse being right with winning. LeCun may be right. LLMs, though—they've already won.
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Cached at: 06/18/26, 06:10 PM

Yann LeCun is probably going to win the scientific debate on AI.

And it won’t matter one bit.

The summary fits in two lines: one of AI’s founding fathers leaves Meta, raises a billion dollars, and sets off to prove that LLMs, ChatGPT, Claude, Grok, are a dead end on the path to real intelligence.

On the merits, he’s probably right. An LLM doesn’t understand the world; it predicts the next word. No memory, no model of reality, no true planning. LeCun puts it bluntly: it’s less intelligent than a cat. Technically, it’s hard to argue with him.

Except he’s answering the wrong question.

LeCun asks: “What is real intelligence?” The market, on the other hand, asks: “What’s useful, right now?”

These aren’t the same question. And confusing them is the classic researcher’s mistake.

The market has never paid for intelligence. It pays for utility.

We never taught planes to flap their wings. We didn’t care about replicating birds’ “real” flight; we just wanted to fly. Result: machines that understand nothing about a sparrow’s aerodynamics carry millions of people every day.

LLMs are the same. They don’t understand the world. And that doesn’t stop them from rewriting your code, drafting your contract, swallowing entire jobs whole. A tool doesn’t need a model of the world to be worth trillions.

I build with these models every day. They’re “dumb” in LeCun’s sense. That has never stopped me from shipping anything.

LeCun may be building what will matter in 2035. But for the next ten years, the users, the value, the money—everything is on the “stupid” models.

We always confuse being right with winning.

LeCun may be right. LLMs, though—they’ve already won.

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