Yann Lecun published the most heretical AI paper of the year.
He opens by arguing Magnus Carlsen isn't good at chess and only gets more unhinged from there.
The Turing Award winner and his co-authors dropped a paper demanding the AI industry abandon its biggest obsession, AGI.
Right now, everyone from Silicon Valley CEOs to politicians assumes AGI is the ultimate goal. A machine that can do everything a human can do.
LeCun argues that this entire concept is a biological illusion.
Humans do not possess "general" intelligence. We are highly specialized biological machines, tuned by evolution simply to survive in the physical world.
We only think our intelligence is "general" because we are completely blind to the millions of cognitive tasks we are incapable of comprehending.
Which brings us to the chess argument.
Magnus Carlsen is the greatest human chess player in history. But compared to a modern computer? He is fundamentally terrible.
Our belief that Carlsen is "good" at chess is pure human-centric bias. He isn't objectively good. He's just better than the rest of us, who are biologically awful at it.
LeCun says we need to stop building AI to mimic human generality.
Instead, he proposes a new North Star: SAI.
Superhuman Adaptable Intelligence.
Instead of trying to build a machine that mimics our flawed, biologically-limited brains, we need to embrace extreme specialization.
SAI is about the speed of adaptation.
It is an intelligence that can learn to exceed humans at any specific, economically important task.
More importantly, it is designed to fill the vast skill gaps where humans are fundamentally incapable.
Things like managing global energy grids in real-time. Or predicting complex molecular structures.
The entire AI industry is obsessed with building a digital reflection in our own image.
LeCun's paper is a brutal wake-up call.
"Shock! Shock!" is how the "Father of the Analysis of Algorithms" Don Knuth described an interaction with Claude, proving a problem he worked on for weeks
#Supercomputing enables the unthinkable and begins to automate the scientific method and progress
https://t.co/8GNrhLqn4o
A few random notes from claude coding quite a bit last few weeks.
Coding workflow. Given the latest lift in LLM coding capability, like many others I rapidly went from about 80% manual+autocomplete coding and 20% agents in November to 80% agent coding and 20% edits+touchups in December. i.e. I really am mostly programming in English now, a bit sheepishly telling the LLM what code to write... in words. It hurts the ego a bit but the power to operate over software in large "code actions" is just too net useful, especially once you adapt to it, configure it, learn to use it, and wrap your head around what it can and cannot do. This is easily the biggest change to my basic coding workflow in ~2 decades of programming and it happened over the course of a few weeks. I'd expect something similar to be happening to well into double digit percent of engineers out there, while the awareness of it in the general population feels well into low single digit percent.
IDEs/agent swarms/fallability. Both the "no need for IDE anymore" hype and the "agent swarm" hype is imo too much for right now. The models definitely still make mistakes and if you have any code you actually care about I would watch them like a hawk, in a nice large IDE on the side. The mistakes have changed a lot - they are not simple syntax errors anymore, they are subtle conceptual errors that a slightly sloppy, hasty junior dev might do. The most common category is that the models make wrong assumptions on your behalf and just run along with them without checking. They also don't manage their confusion, they don't seek clarifications, they don't surface inconsistencies, they don't present tradeoffs, they don't push back when they should, and they are still a little too sycophantic. Things get better in plan mode, but there is some need for a lightweight inline plan mode. They also really like to overcomplicate code and APIs, they bloat abstractions, they don't clean up dead code after themselves, etc. They will implement an inefficient, bloated, brittle construction over 1000 lines of code and it's up to you to be like "umm couldn't you just do this instead?" and they will be like "of course!" and immediately cut it down to 100 lines. They still sometimes change/remove comments and code they don't like or don't sufficiently understand as side effects, even if it is orthogonal to the task at hand. All of this happens despite a few simple attempts to fix it via instructions in CLAUDE . md. Despite all these issues, it is still a net huge improvement and it's very difficult to imagine going back to manual coding. TLDR everyone has their developing flow, my current is a small few CC sessions on the left in ghostty windows/tabs and an IDE on the right for viewing the code + manual edits.
Tenacity. It's so interesting to watch an agent relentlessly work at something. They never get tired, they never get demoralized, they just keep going and trying things where a person would have given up long ago to fight another day. It's a "feel the AGI" moment to watch it struggle with something for a long time just to come out victorious 30 minutes later. You realize that stamina is a core bottleneck to work and that with LLMs in hand it has been dramatically increased.
Speedups. It's not clear how to measure the "speedup" of LLM assistance. Certainly I feel net way faster at what I was going to do, but the main effect is that I do a lot more than I was going to do because 1) I can code up all kinds of things that just wouldn't have been worth coding before and 2) I can approach code that I couldn't work on before because of knowledge/skill issue. So certainly it's speedup, but it's possibly a lot more an expansion.
Leverage. LLMs are exceptionally good at looping until they meet specific goals and this is where most of the "feel the AGI" magic is to be found. Don't tell it what to do, give it success criteria and watch it go. Get it to write tests first and then pass them. Put it in the loop with a browser MCP. Write the naive algorithm that is very likely correct first, then ask it to optimize it while preserving correctness. Change your approach from imperative to declarative to get the agents looping longer and gain leverage.
Fun. I didn't anticipate that with agents programming feels *more* fun because a lot of the fill in the blanks drudgery is removed and what remains is the creative part. I also feel less blocked/stuck (which is not fun) and I experience a lot more courage because there's almost always a way to work hand in hand with it to make some positive progress. I have seen the opposite sentiment from other people too; LLM coding will split up engineers based on those who primarily liked coding and those who primarily liked building.
Atrophy. I've already noticed that I am slowly starting to atrophy my ability to write code manually. Generation (writing code) and discrimination (reading code) are different capabilities in the brain. Largely due to all the little mostly syntactic details involved in programming, you can review code just fine even if you struggle to write it.
Slopacolypse. I am bracing for 2026 as the year of the slopacolypse across all of github, substack, arxiv, X/instagram, and generally all digital media. We're also going to see a lot more AI hype productivity theater (is that even possible?), on the side of actual, real improvements.
Questions. A few of the questions on my mind:
- What happens to the "10X engineer" - the ratio of productivity between the mean and the max engineer? It's quite possible that this grows *a lot*.
- Armed with LLMs, do generalists increasingly outperform specialists? LLMs are a lot better at fill in the blanks (the micro) than grand strategy (the macro).
- What does LLM coding feel like in the future? Is it like playing StarCraft? Playing Factorio? Playing music?
- How much of society is bottlenecked by digital knowledge work?
TLDR Where does this leave us? LLM agent capabilities (Claude & Codex especially) have crossed some kind of threshold of coherence around December 2025 and caused a phase shift in software engineering and closely related. The intelligence part suddenly feels quite a bit ahead of all the rest of it - integrations (tools, knowledge), the necessity for new organizational workflows, processes, diffusion more generally. 2026 is going to be a high energy year as the industry metabolizes the new capability.
I think congrats again to OpenAI for cooking with GPT-5 Pro. This is the third time I've struggled on something complex/gnarly for an hour on and off with CC, then 5 Pro goes off for 10 minutes and comes back with code that works out of the box. I had CC read the 5 Pro version and it wrote up 2 paragraphs admiring it (very wholesome). If you're not giving it your hardest problems you're probably missing out.
1/N I’m excited to share that our latest @OpenAI experimental reasoning LLM has achieved a longstanding grand challenge in AI: gold medal-level performance on the world’s most prestigious math competition—the International Math Olympiad (IMO).
Google published a 69-page whitepaper on Prompt Engineering and its best practices, a must-read if you are using LLMs in production:
> zero-shot, one-shot, few-shot
> system prompting
> chain-of-thought (CoT)
> ReAct
> code prompting
> best practices
The buzz over DeepSeek this week crystallized, for many people, a few important trends that have been happening in plain sight: (i) China is catching up to the U.S. in generative AI, with implications for the AI supply chain. (ii) Open weight models are commoditizing the foundation-model layer, which creates opportunities for application builders. (iii) Scaling up isn’t the only path to AI progress. Despite the massive focus on and hype around processing power, algorithmic innovations are rapidly pushing down training costs.
About a week ago, DeepSeek, a company based in China, released DeepSeek-R1, a remarkable model whose performance on benchmarks is comparable to OpenAI’s o1. Further, it was released as an open weight model with a permissive MIT license. At Davos last week, I got a lot of questions about it from non-technical business leaders. And on Monday, the stock market saw a “DeepSeek selloff”: The share prices of Nvidia and a number of other U.S. tech companies plunged. (As of the time of writing, some have recovered somewhat.)
Here’s what I think DeepSeek has caused many people to realize:
China is catching up to the U.S. in generative AI. When ChatGPT was launched in November 2022, the U.S. was significantly ahead of China in generative AI. Impressions change slowly, and so even recently I heard friends in both the U.S. and China say they thought China was behind. But in reality, this gap has rapidly eroded over the past two years. With models from China such as Qwen (which my teams have used for months), Kimi, InternVL, and DeepSeek, China had clearly been closing the gap, and in areas such as video generation there were already moments where China seemed to be in the lead.
I’m thrilled that DeepSeek-R1 was released as an open weight model, with a technical report that shares many details. In contrast, a number of U.S. companies have pushed for regulation to stifle open source by hyping up hypothetical AI dangers such as human extinction. It is now clear that open source/open weight models are a key part of the AI supply chain: Many companies will use them. If the U.S. continues to stymie open source, China will come to dominate this part of the supply chain and many businesses will end up using models that reflect China’s values much more than America’s.
Open weight models are commoditizing the foundation-model layer. As I wrote previously, LLM token prices have been falling rapidly, and open weights have contributed to this trend and given developers more choice. OpenAI’s o1 costs $60 per million output tokens; DeepSeek R1 costs $2.19. This nearly 30x difference brought the trend of falling prices to the attention of many people.
The business of training foundation models and selling API access is tough. Many companies in this area are still looking for a path to recouping the massive cost of model training. Sequoia’s article “AI’s $600B Question” lays out the challenge well (but, to be clear, I think the foundation model companies are doing great work, and I hope they succeed). In contrast, building applications on top of foundation models presents many great business opportunities. Now that others have spent billions training such models, you can access these models for mere dollars to build customer service chatbots, email summarizers, AI doctors, legal document assistants, and much more.
Scaling up isn’t the only path to AI progress. There’s been a lot of hype around scaling up models as a way to drive progress. To be fair, I was an early proponent of scaling up models. A number of companies raised billions of dollars by generating buzz around the narrative that, with more capital, they could (i) scale up and (ii) predictably drive improvements. Consequently, there has been a huge focus on scaling up, as opposed to a more nuanced view that gives due attention to the many different ways we can make progress. Driven in part by the U.S. AI chip embargo, the DeepSeek team had to innovate on many optimizations to run on less-capable H800 GPUs rather than H100s, leading ultimately to a model trained (omitting research costs) for under $6M of compute.
It remains to be seen if this will actually reduce demand for compute. Sometimes making each unit of a good cheaper can result in more dollars in total going to buy that good. I think the demand for intelligence and compute has practically no ceiling over the long term, so I remain bullish that humanity will use more intelligence even as it gets cheaper.
I saw many different interpretations of DeepSeek’s progress here in X, as if it was a Rorschach test that allowed many people to project their own meaning onto it. I think DeepSeek-R1 has geopolitical implications that are yet to be worked out. And it’s also great for AI application builders. My team has already been brainstorming ideas that are newly possible only because we have easy access to an open advanced reasoning model. This continues to be a great time to build!
[Original text: https://t.co/yiOHeGJgLZ ]
I'll get straight to the point.
We trained 2 new models. Like BERT, but modern. ModernBERT.
Not some hypey GenAI thing, but a proper workhorse model, for retrieval, classification, etc. Real practical stuff.
It's much faster, more accurate, longer context, and more useful. 🧵
Flipping things around:
1. Amazon engineer is the technical cofounder at a startup: almost certain to use AWS (they have had years of experience with this)
2. Google engineer is the technical cofounder at a startup: coin flip to what cloud they'll use (prob not used any!)
Top software engineering jobs, by city, in the US and in Europe.
Note how Austin TX has more openings listed than any location in Europe! Data source: @trueupio
Wow just now I tried GPT-4o for a creative task for the 1st time, and it was *terrible*! 😧
I asked GPT-4, Claude, and GPT-4o for a French-themed name (like a person's name) for an OpenAI model library. Results L-to-R in that order:
95% of what we are doing in AI is stuff that's simple enough to explain to a child, made way over-complicated by mathematical-looking notation and unclear thinking. A short rant 🧵 using attention as an example.
Value 4. Your company's environment is the product that makes the product.
Make the environment a breeding ground for excellence.
Jensen has a culture where power is not derived from information control but from qualities such as the ability to reason through complex issues.
Value 2. No task is beneath you
When you refuse to consider yourself "too good" for any one task, it shows complete ownership.
And this is internally motivating & empowering.
Value 1. Have low expectations (but high standards)
Jensen believes that people with very high expectations have very low resilience.
But resilience - forged from the experience of pain & suffering - is required to achieve meaningful success.
The ML ecosystem in France is on fire🔥 It has amazing talent and resources. Here are 10 facts you might not know:
1. There are great research labs - from @MistralAI and @kyutai_labs to large ones from @AIatMeta and @GoogleDeepMind. The Llama 2 and CodeLlama authors are based in France!
2. Did you know sklearn is maintained by @Inria (a top national research institution).
3. Companies such as @OVHcloud and @Scaleway are European leads in computing and hosting.
4. There is the Jean Zay supercomputer with 28 petaflops, where @BigscienceW Bloom was trained.
5. @huggingface has its largest office there🤗.
6. There is @joinstationf, the world's largest startup campus with 1k+ startups, and 42, a very interesting CS school.
7. It has top CS universities. Maybe they don't have international renown or prestige and they don't invest as much in marketing, but they are really top, and their alumni are really, really strong.
8. A thriving startup ecosystem, @MithrilSecurity@photoroom_app@giskard_ai ChainLit @zama_fhe and many others.
9. Unlike SF, it's not in a tech bubble. E.g., the fashion industry is very strong. There are many art collectives. A good example of the power of this is Obvious Art (https://t.co/8zBT5Thzxl), a collective of researchers and artists working with ML.
10. It's very well located in Europe; quick train ride away from other tech hubs such as London, Barcelona, or Zurich, as well as strong universities (EPFL, ETH, UK unis, etc).