Wall Street Breakfast Meta's chief AI scientist exits
7 snips
Nov 11, 2025 Yann LeCun, the AI visionary, is leaving Meta to dive into the startup world with a focus on world models. XPeng has showcased a lifelike humanoid robot, igniting enthusiasm in the robotics arena. Meanwhile, Levi's is testing the waters with $300 premium jeans, aiming for growth in the denim market. Notably, the S&P 500 is now more aligned with Nvidia's performance than its own components, reflecting Nvidia's massive influence in the market. Plus, Michael Burry raises alarms about cloud firms understating depreciation, estimating a $176 billion oversight.
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LeCun Leaves As Meta Shifts To Product Pace
- Yann LeCun is leaving Meta to start a startup focused on advancing world models after leading FAIR since 2013.
- Mark Zuckerberg shifted Meta from long-term research toward faster commercial model deployment, prompting the departure.
Burry Claims Hyperscaler Accounting Inflation
- Michael Burry alleges hyperscalers extend chip and server lifespans to understate depreciation and inflate profits.
- He estimates cumulative understatement of $176 billion between 2026–2028 and plans to publish more details on Nov. 25.
XPeng's Robot Prompted 'Is That A Human?'
- XPeng unveiled a realistic humanoid robot at its AI Day that prompted employees to ask if a real human was inside.
- CEO He Xiaopeng highlighted the robot's lifelike presence, boosting optimism in the robotics program.