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- 🔥 LeCun's War On OpenAI Begins
🔥 LeCun's War On OpenAI Begins
PLUS: Nvidia joins the agent war, Murati bets against OpenAI
Reading time: 5 minutes
🗞️In this edition
LeCun Bet $3.5B Against ChatGPT
Sponsored by Picsart: The AI that makes your product look like it hired a photographer.
NVIDIA Controls the Chips. Now the Agents.
OpenAI's Ex-CTO Just Became Uncatchable
In other AI news –
AI Didn't Just Enter Law. It Took Over.
AI Is Replacing Humanity. Walmart Is Betting Against It.
The $200B Bottleneck Slowing Every AI on Earth
4 must-try AI tools
Something is shifting in who gets to build the future of AI.
The challengers are arriving with money, conviction, and a very different plan. Keep reading.
What's happening:
Left Meta. Bezos backed him. Founded AMI. The thesis: predicting words can't reach intelligence.
His bet: AI that understands physics beats AI that predicts text.
Why this is important:
OpenAI makes chatbots smarter. LeCun teaches AI to understand reality.
One predicts words. The other predicts motion, force, consequence. Language describes the world. Physics is the world.
Most tools fail the moment you give them a real image.
PicsArt doesn't. Drop a messy product shot and get back something that sells.
Clean background. Natural shadow. Proper composition. Done in seconds.
API or no-code. Your choice.
No designer. No Photoshop. No waiting.
200 free credits. No card. One upload to see it yourself.
What's happening:
The company is building NemoClaw, an enterprise AI agent platform. They're pitching it to Salesforce, Cisco, and Google. It works on any chip.
Hardware sellers become software sellers.
Why this is important:
AI agents have a security problem. They go rogue, delete emails, and cause chaos in enterprise systems. Some companies already banned OpenClaw from work computers.
Infrastructure companies become platform companies.
Comments from the editor:
Every enterprise will eventually run AI agents. The only question is whose platform they'll use.
NVIDIA already controls where AI computes. Now they're moving to control what it computes.
What's happening:
Mira Murati's Thinking Machines Lab just secured one gigawatt of compute and a significant investment from NVIDIA. That's frontier-scale infrastructure. Only the biggest AI labs operate at this level.
Three co-founders left for OpenAI. Murati got what matters more: unlimited GPUs.
Why this is important:
In AI, access beats talent. Models need compute. Compute comes from NVIDIA. The company controlling supply decides who builds the future.
Thinking Machines lost people but gained the only resource that can't be replaced. You can hire engineers. You can't manufacture gigawatts.
AI Didn't Just Enter Law. It Took Over. – The most powerful lawyer in the world runs on Claude and costs nothing per hour.
AI Is Replacing Humanity. Walmart Is Betting Against It. – EThe U.S. built the most powerful AI on earth and forgot to teach its workers how to use it. Walmart didn't.
The $200B Bottleneck Slowing Every AI on Earth – OpenAI, Anthropic, Google, all hitting the same hidden wall. One startup just raised $200M to tear it down.
YouTube Summarized — Skip the 20-minute video—get the key insights in seconds. ⚡
Freebeat.ai - Turn any song into a fully animated music video in seconds. 🎧
Cedille.ai - Write smarter, faster content with an AI built for serious creators. ✍️
Tigerden - Instantly generate a step-by-step plan to build your next project with AI. 🧠
The first wave built giants. The second wave is funded by people who think those giants got it wrong.
The map of who controls AI is still being drawn.
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