Yann LeCun, chief AI scientist at Meta, speaks at the Viva Tech conference in Paris, June 13, 2023.
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Meta’s chief scientist and deep learning pioneer Yann LeCun said he believes that current AI systems are decades away from reaching some semblance of sentience, equipped with common sense that can push their abilities beyond merely summarizing mountains of text in creative ways.
His point of view stands in contrast to that of Nvidia CEO Jensen Huang, who recently said AI will be “fairly competitive” with humans in less than five years, besting people at a multitude of mentally intensive tasks.
“I know Jensen,” LeCun said at a recent event highlighting the Facebook parent company’s 10-year anniversary of its Fundamental AI Research team. LeCun said the Nvidia CEO has much to gain from the AI craze. “There is an AI war, and he’s supplying the weapons.”
“[If] you think AGI is in, the more GPUs you have to buy,” LeCun said, about technologists attempting to develop artificial general intelligence, the kind of AI on par with human-level intelligence. As long as researchers at firms such as OpenAI continue their pursuit of AGI, they will need more of Nvidia’s computer chips.
Society is more likely to get “cat-level” or “dog-level” AI years before human-level AI, LeCun said. And the technology industry’s current focus on language models and text data will not be enough to create the kinds of advanced human-like AI systems that researchers have been dreaming about for decades.
“Text is a very poor source of information,” LeCun said, explaining that it would likely take 20,000 years for a human to read the amount of text that has been used to train modern language models. “Train a system on the equivalent of 20,000 years of reading material, and they still don’t understand that if A is the same as B, then B is the same as A.”
“There’s a lot of really basic things about the world that they just don’t get through this kind of training,” LeCun said.
Hence, LeCun and other Meta AI executives have been heavily researching how the so-called transformer models used to create apps such as ChatGPT could be tailored to work with a variety of data, including audio, image and video information. The more these AI systems can discover the likely billions of hidden correlations between these various kinds of data, the more they could potentially perform more fantastical feats, the thinking goes.
Some of Meta’s research includes software that can help teach people how to play tennis better while wearing the company’s Project Aria augmented reality glasses, which blend digital graphics into the real world. Executives showed a demo in which a person wearing the AR glasses while playing tennis was able to see visual cues teaching them how to properly hold their tennis rackets and swing their arms in perfect form. The kinds of AI models needed to power this type of digital tennis assistant require a blend of three-dimensional visual data in addition to text and audio, in case the digital assistant needs to speak.
These so-called multimodal AI systems represent the next frontier, but their development won’t come cheap. And as more companies such as Meta and Google parent Alphabet research more advanced AI models, Nvidia could stand to gain even more of an edge, particularly if no other competition emerges.
The AI hardware of the future
Nvidia has been the biggest benefactor of generative AI, with its pricey graphics processing units becoming the standard tool used to train massive language models. Meta relied on 16,000 Nvidia A100 GPUs to train its Llama AI software.
CNBC asked if the tech industry will need more hardware providers as Meta and other researchers continue their work developing these kinds of sophisticated AI models.
“It doesn’t require it, but it would be nice,” LeCun said, adding that the GPU technology is still the gold standard when it comes to AI.
Still, the computer chips of the future may not be called GPUs, he said.
“What you’re going to see hopefully emerging are new chips that are not graphical processing units, they are just neural, deep learning accelerators,” LeCun said.
LeCun is also somewhat skeptical about quantum computing, which tech giants such as Microsoft, IBM, and Google have all poured resources into. Many researchers outside Meta believe quantum computing machines could supercharge advancements in data-intensive fields such as drug discovery, as they’re able to perform multiple calculations with so-called quantum bits as opposed to conventional binary bits used in modern computing.
But LeCun has his doubts.
“The number of problems you can solve with quantum computing, you can solve way more efficiently with classical computers,” LeCun said.
“Quantum computing is a fascinating scientific topic,” LeCun said. It’s less clear about the “practical relevance and the possibility of actually fabricating quantum computers that are actually useful.”
Meta senior fellow and former tech chief Mike Schroepfer concurred, saying that he evaluates quantum technology every few years and believes that useful quantum machines “may come at some point, but it’s got such a long time horizon that it’s irrelevant to what we’re doing.”
“The reason we started an AI lab a decade ago was that it was very obvious that this technology is going to be commercializable within the next years’ time frame,” Schroepfer said.
The Trump administration has floated a plan to trim about $6 billion from the budget of NASA, while allocating $1 billion of remaining funds to Mars-focused initiatives, aligning with an ambition long held by Elon Musk and his rocket maker SpaceX.
A copy of the discretionary budget posted to the NASA website on Friday said that the change focuses NASA’s funding on “beating China back to the Moon and on putting the first human on Mars.”
NASA also said it will need to “streamline” its workforce, information technology services, NASA Center operations, facility maintenance, and construction and environmental compliance activities, and terminate multiple “unaffordable” missions, while reducing scientific missions for the sake of “fiscal responsibility.”
Janet Petro, NASA’s acting administrator, said in an agency-wide email on Friday that the proposed lean budget, which would cut about 25% of the space agency’s funding, “reflects the administration’s support for our mission and sets the stage for our next great achievements.”
Petro urged NASA employees to “persevere, stay resilient, and lean into the discipline it takes to do things that have never been done before — especially in a constrained environment,” according to the memo, which was obtained by CNBC. She acknowledged the budget would “require tough choices,” and that some of NASA’s “activities will wind down.”
The document on NASA’s website said it’s allocating more than $7 billion for moon exploration and “introducing $1 billion in new investments for Mars-focused programs.”
SpaceX, which is already among the largest NASA and Department of Defense contractors, has long sought to launch a manned mission to Mars. The company says on its website that its massive Starship rocket is designed to “carry both crew and cargo to Earth orbit, the Moon, Mars and beyond.”
Musk, who is the founder and CEO of SpaceX, has a central role in President Donald Trump’s administration, leading an effort to slash the size, spending and capacity of the federal government, and influencing regulatory changes through the Department of Government Efficiency (DOGE).
Musk, who frequently makes aggressive and incorrect projections for his companies, said in 2020 that he was “highly confident” that SpaceX would land humans on Mars by 2026.
Petro highlighted in her memo that under the discretionary budget, NASA would retire the SLS (Space Launch System) rocket, the Orion spacecraft and Gateway programs.
It would also put an end to its green aviation spending and to its Mars Sample Return (MSR) Program, which sought to use rockets and robotic systems to “collect and send samples of Martian rocks, soils and atmosphere back to Earth for detailed chemical and physical analysis,” according to a website for NASA’s Jet Propulsion Laboratory.
Some of the biggest reductions at NASA, should the budget get approved, would hit the space agency’s space science, Earth science and mission support divisions.
Petro didn’t name any specific aerospace and defense contractors in her agency-wide email. However SpaceX, ULA and Jeff Bezos’ Blue Origin are positioned to continue to conduct launches in the absence of the SLS. Boeing is currently the prime contractor leading the SLS program.
“This is far from the first time NASA has been asked to adapt, and your ability to deliver, even under pressure, is what sets NASA apart,” she wrote.
President Trump’s nominee to lead NASA, tech entrepreneur Jared Isaacman, still has to be approved by the U.S. Senate. His nomination was advanced out of the Senate Commerce Committee on Wednesday.
Chinese bargain retailer Temu changed its business model in the U.S. as the Trump administration’s new rules on low-value shipments took effect Friday.
In recent days, Temu has abruptly shifted its website and app to only display listings for products shipped from U.S.-based warehouses. Items shipped directly from China, which previously blanketed the site, are now labeled as out of stock.
Temu made a name for itself in the U.S. as a destination for ultra-discounted items shipped direct from China, such as $5 sneakers and $1.50 garlic presses. It’s been able to keep prices low because of the so-called de minimis rule, which has allowed items worth $800 or less to enter the country duty-free since 2016.
The loophole expired Friday at 12:01 a.m. EDT as a result of an executive order signed by President Donald Trump in April. Trump briefly suspended the de minimis rule in February before reinstating the provision days later as customs officials struggled to process and collect tariffs on a mountain of low-value packages.
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The end of de minimis, as well as Trump’s new 145% tariffs on China, has forced Temu to raise prices, suspend its aggressive online advertising push and now alter the selection of goods available to American shoppers to circumvent higher levies.
A Temu spokesperson confirmed to CNBC that all sales in the U.S. are now handled by local sellers and said they are fulfilled “from within the country.” Temu said pricing for U.S. shoppers “remains unchanged.”
“Temu has been actively recruiting U.S. sellers to join the platform,” the spokesperson said. “The move is designed to help local merchants reach more customers and grow their businesses.”
Before the change, shoppers who attempted to purchase Temu products shipped from China were confronted with “import charges” of between 130% and 150%. The fees often cost more than the individual item and more than doubled the price of many orders.
Temu advertises that local products have “no import charges” and “no extra charges upon delivery.”
The company, which is owned by Chinese e-commerce giant PDD Holdings, has gradually built up its inventory in the U.S. over the past year in anticipation of escalating trade tensions and the removal of de minimis.
Shein, which has also benefited from the loophole, moved to raise prices last week. The fast-fashion retailer added a banner at checkout that says, “Tariffs are included in the price you pay. You’ll never have to pay extra at delivery.”
Many third-party sellers on Amazon rely on Chinese manufacturers to source or assemble their products. The company’s Temu competitor, called Amazon Haul, has relied on de minimis to ship products priced at $20 or less directly from China to the U.S.
Amazon said Tuesday following a dustup with the White House that had it considered showing tariff-related costs on Haul products ahead of the de minimis cutoff but that it has since scrapped those plans.
Prior to Trump’s second term in office, the Biden administration had also looked to curtail the provision. Critics of the de minimis provision argue that it harms American businesses and that it facilitates shipments of fentanyl and other illicit substances because, they say, the packages are less likely to be inspected by customs agents.
Jeff Bezos, founder and executive chairman of Amazon and owner of The Washington Post, takes the stage during The New York Times’ annual DealBook Summit, at Jazz at Lincoln Center in New York City, Dec. 4, 2024.
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Amazon founder Jeff Bezos plans to sell up to 25 million shares in the company over the next year, according to a financial filing on Friday.
Bezos, who stepped down as CEO in 2021 but remains Amazon’s top shareholder, is selling the shares as part of a trading plan adopted on March 4, the filing states. The stake would be worth about $4.8 billion at the current price.
The disclosure follows Amazon’s first-quarter earnings report late Thursday. While profit and revenue topped estimates, the company’s forecast for operating income in the current quarter came in below Wall Street’s expectations.
The results show that Amazon is bracing for uncertainty related to President Donald Trump’s sweeping new tariffs. The company landed in the crosshairs of the White House this week over a report that Amazon planned to show shoppers the cost of the tariffs. Trump personally called Bezos to complain, and Amazon clarified that no such change was coming.
Bezos previously offloaded about $13.5 billion worth of Amazon shares last year, marking his first sale of company stock since 2021.
Since handing over the Amazon CEO role to Andy Jassy, Bezos has spent more of his time on his space exploration company, Blue Origin, and his $10 billion climate and biodiversity fund. He’s used Amazon share sales to help fund Blue Origin, as well as the Day One Fund, which he launched in September 2018 to provide education in low-income communities and combat homelessness.