Luis Moreira

[Karol Kozicki @k2__investment]

@NoLimitGains "The Art of Deal"

[Luis Moreira @LFMoreira]

@hicasamadim 254

[Markets & Mayhem @Mayhem4Markets]

gm 😂

[Luis Moreira @LFMoreira]

@Helion_1ero Una palabra: ANDORRA! jaja

Si no, porque no miras abrir una empresa a distancia en Estonia o algo así?

[Luis Moreira @LFMoreira]

@QueenAnticommie They don’t have base salary?

[Luis Moreira @LFMoreira]

@r0ck3t23 Just stop the payments. If you want to reinstate, bring your birth certificate physically

[Luis Moreira @LFMoreira]

@IkerRealEstate @tnsbc El exemplo claro son las ex-colonias, por lo menos portuguesas, se vivia mejor en Mozambique y Angola en los 60-70 que em Lisboa. Se nos quitaron del medio y el resto es historia.

[Luis Moreira @LFMoreira]

@ZoeGutier Entiendo la frustracion y soy de derechas pero cuando alquilaron estabais de acuerdo con los 800€. eso si los derechos son totalemente asimetricos. Pero seguir con Sanchez, los pobres no se enteran

[Luis Moreira @LFMoreira]

@renideas @ZoeGutier Apostar a alguien muera? Si, se llaman seguros de vida pero en general no es en tu interes morrir 😄

[Luis Moreira @LFMoreira]

@LegacySiu Morata

[Luis Moreira @LFMoreira]

@lfc_lance Residency is not citizenship 🤦‍♂️

[Ricardo @Ric_RTP]

The man who INVENTED modern AI just made a billion dollar bet that ChatGPT, Claude, and every AI company on earth is building the wrong technology.

Yann LeCun won the Turing Award in 2018 for creating the neural networks that made AI possible.

He spent a decade running AI research at Meta. Oversaw the creation of Llama and PyTorch, the tools that half the AI industry runs on.

Then he quit.

And raised $1.03 billion in a seed round.

The LARGEST seed round in European history. $3.5 billion valuation before generating a single dollar of revenue.

Bezos wrote the check. So did Nvidia. Samsung. Toyota. Temasek. Eric Schmidt. Mark Cuban. Tim Berners-Lee (the guy who invented the internet).

His new company is called AMI Labs. And it's built on one thesis:

Every AI company spending billions on large language models is wasting their money.

ChatGPT, Claude, Gemini, Grok. They all work the same way. They predict the next word in a sequence. See "the cat sat on the" and predict "mat." Scale that to trillions of words and you get something that sounds intelligent.

But LeCun says it doesn't UNDERSTAND anything.

It can't reason. It can't plan. It can't predict what happens when you push a glass off a table. A two year old can do that. GPT-5 cannot.

That's why AI hallucinates. It doesn't have a model of how the world actually works. It just predicts words.

His solution? Something called JEPA.

Instead of predicting words, it learns how the PHYSICAL WORLD works. Abstract representations of reality. Not language but physics.

Think about what that means.

Current AI can write your emails. LeCun's AI could design a car, run a factory, operate a robot, or diagnose a patient without hallucinating and killing someone.

The CEO of AMI said it perfectly: "Factories, hospitals, and robots need AI that grasps reality. Predicting tokens doesn't cut it."

And here's what's really crazy to me...

LeCun isn't some outsider throwing rocks. He literally built the foundations that ChatGPT runs on. He knows exactly how these systems work because he helped create them.

And after watching the entire industry sprint in one direction for three years, he raised a billion dollars to run the OPPOSITE way.

No product. No revenue. No timeline. Just pure research. He told investors it could take YEARS to produce anything commercial.

But they funded it anyway in just four months.

Meanwhile OpenAI just raised $120 billion and still can't stop their models from making things up. Anthropic is building AI so dangerous they're afraid to release it. Google is burning billions trying to catch up.

And the guy who started it all says they're all solving the wrong problem.

Two Turing Award winners raised $2 billion in three weeks betting AGAINST the entire LLM approach. LeCun at AMI. Fei-Fei Li at World Labs.

The smartest people in AI are quietly building the exit from the technology everyone else is betting their future on.

Either they're wrong and the trillion dollar LLM industry keeps printing.

Or they're right and every AI company on earth just built on a foundation that's about to crack.

[Evan Luthra @EvanLuthra]

🚨WHAT META JUST DROPPED IS MORE DANGEROUS THAN ANYTHING OPENAI HAS EVER BUILT!!!!!

while everyone was losing their mind over Claude Mythos.. Meta dropped something that nobody noticed..

they built an AI called TRIBE v2.. it's basically a digital copy of your brain..

you show it a video, a sound, a sentence.. and it already knows how your brain is going to react.. 70,000 different parts of your brain.. blood flow, oxygen, everything..

they trained it on 1,000 hours of brain scans from 700 real people lying inside MRI machines..

it doesn't read your thoughts.. it does something worse..

it knows what's going to make you feel something before you even feel it..

think about that for a second..

if an AI already knows which image, which sound, which word is going to hit your dopamine.. you don't need to read someone's mind.. you just build the perfect trap..

and meta didn't even keep it locked up.. they open-sourced it.. gave the code, the weights, everything to the entire world..

this is the same company that got caught making instagram destroy teenage girls.. the same company whose own research said their algorithm pushes rage because rage keeps you scrolling..

that company now has a working copy of how your brain responds to everything you see and hear..

they don't have to guess what keeps you glued to the screen anymore.. they can rehearse it on a copy of your brain before you ever see it..

the product was never the app..

the product was always you..

now they have the blueprint.

[Luis Moreira @LFMoreira]

@elonmusk Seeing debt in absolute terms is not very relevant. Proper analysis done with debt/gdp

[Luis Moreira @LFMoreira]

@johnarnold Yes, yet for overall return you are still better off with 100% tech. And 5 years is not a good enough timeframe

[Wonder of Science @wonderofscience]

These two photographs are separated by only 66 years.

[Luis Moreira @LFMoreira]

@jota_snchez « 49.000 + 49.000 = 98.000, más los 1.000 que me quedé son 99.000. » los 1000 hacen parte de los 98 k que debes. Fue asi que los conseguiste

[Miguel Ángel | GptZone @MiguelMaestroIA]

No se están moviendo.

Tu cerebro te está engañando.

[Mehdi (e/λ) @BetterCallMedhi]

this right here is the reason China stays quiet on Iran

everyone losing their mind asking where is Beijing while the US & Israel are bombing a major chinese energy partner and the answer is so brutal in its simplicity that most analysts miss it completely, the empire is eating itself alive and China is already building the replacementt

America just dragged the entire Middle East into a war for Israel & now Saudi arabia, UAE, kuwait & qatar are sitting in a room discussing pulling out of US contracts & canceling investment commitments

the Gulf states, the literal foundation of the petrodollar, the system that has kept the US dollar as world reserve currency since 1974 actively discussing the exit and Beijing did absolutely nothing to make that happen…Washington did it to itself

but here's what people miss: china saw this coming years ago and already laid the tracks, literally the belt & road Initiative has quietly wired 150 countries into c’hinese infrastructure, ports, railways, highways, fiber optic cables, power grids…while the western media barely covered it

Saudi Arabia started selling oil to China in yuan in 2023, that alone should have been front page news for a month, the BRICS just expanded to include Saudi arabia UAE and Iran in the samea bloc, China built CIPS as a direct alternative to SWIFT so the entire non western world can settle trade without ever touching the dollar, every single one of these moves was made before a single bomb fell on Iran

and then there's Africa…the youngest continent on earth, median age 19, projected to reach 2.5 billion people by 2050, the largest workforce the planet has ever seen & China understood 20y ago that whoever builds Africa's infrastructure owns the 21st century, while the US was spending 4 trillion dollars destroying Iraq & Afghanistan China was building railways in Kenya, dams in Ethiopia, ports in Djibouti, highways in Nigeria, tech hubs in Rwanda, stadiums, hospitals, government buildings, telecom networks powered by Huawei across the entire continent.. & they did it without firing a single bullet, no regime change, no sanctions, no lectures on democracy, just concrete steel, fiber optic and longterm contracts

so when people ask why China stays silent on Iran the answer is that silence is the strategy, every war America fights for Israel costs trillions, destabilizes energy markets, alienates Gulf partners and pushes the entire Global South closer to a system Beijing spent two decades building

the gulf states pivoting right now has zero to do with ideology, Washington turned their entire neighborhood into a warzone to serve Tel Aviv's regional strategy & then asked them to keep buying treasury bonds with a straight face….the math just stopped working and when the math stops working loyalty stops too

beijing's silencee on Iran is the most patient & most devastating move on the board, China is watching america dismantle its own hegemony in real time while quietly inheriting every alliance washington burns, it just has to keep building & keep quiet

Napoleon said nver interrupt your enemy when he is making a mistake, Xi turned that into a 50y doctrine & right now it's paying off faster than even beijing expected

[Luis Moreira @LFMoreira]

@3YearLetterman general culture of world flags for starters - 🇵🇹 = Portugal
food
wine
history
just top of mind