YouTube transcript

Yann LeCun on What Comes After LLMs

[0:00]You're one of the godfathers of AI. [0:01]What's your kind of view of the path of [0:03]progress here? Five years complete world [0:04]domination. The best way to get [0:06]breakthrough research is you hire the [0:08]best people and you get the [ __ ] out of [0:09]the way. [0:10]>> Pardon my French. [0:11]>> You shared the Turing Award with two [0:12]others. When did your views start [0:13]diverging? In 2023. How do you know it [0:15]was time to leave Meta? It sounds like [0:17]you were thinking through some of these [0:17]things over a period of time. [0:19]>> There is a big misconception about my [0:21]role, my relation to AI and how AI was [0:24]run at Meta. What's like one thing [0:25]you've changed your mind on in the last [0:26]year? I mean, the whole idea of uh Yann [0:29]LeCun is one of the godfathers of AI. [0:31]He's an absolute legend in the field, uh [0:33]someone I've admired for a long time. [0:35]And so it was such a treat to get him on [0:37]on Unsupervised Learning. [0:39]Uh he's been a noted skeptic of of LLMs [0:41]in many ways, and so we dug into what [0:43]LLMs can do, what they can't do, uh some [0:45]of the limitations he sees, and why he [0:47]ultimately decided to pursue a different [0:49]architecture. Uh and we also talked [0:51]about his time at Meta, [0:52]um you know, the things he's proud of in [0:53]in setting up FAIR, how the last few [0:55]years proceeded, and what ultimately led [0:57]him to uh spin out and start his own [0:59]company, uh me. Um I think it's just [1:01]fascinating to get Yann's thoughts on [1:03]everything happening in the AI ecosystem [1:05]today, this tension between basic [1:07]research and then pushing LLMs forward, [1:09]and how that's happening in in a bunch [1:11]of organizations today, as well as his [1:12]thoughts on just where the the whole [1:14]space is headed. Uh he's just an [1:16]absolute giant in the field, and when I [1:18]started this podcast, I hoped we'd get [1:19]guests like him, so it is just such a [1:21]treat. I think folks will really enjoy [1:23]hearing the conversation we had. Without [1:24]further ado, here's Yann. [1:29]Yann, this is such a pleasure. You're [1:30]one of the godfathers of AI. I feel like [1:32]when I started doing this podcast years [1:34]ago, I was really hoping we might one [1:36]day get someone like you on. You know, I [1:38]don't like that term because I live in [1:39]New Jersey, when you're a godfather in [1:40]New Jersey, it [laughter] doesn't mean [1:42]the same thing. [1:43]Very fair, very fair. You know, [1:45]obviously, you know, your bet on on [1:46]neural nets when everyone doubted them [1:47]is legendary, and I feel like today [1:49]you're making uh a similar bet in many [1:51]ways against LLMs and the kind of [1:52]predominant generative architectures [1:54]that that so many believe in.

[1:55]Uh you've recently started a new company [1:57]uh behind this theme. And so, you know, [1:59]our goal today in the conversation is to [2:01]leave our listeners with a lot for more [2:03]information about AMI, what you're doing [2:04]there, some of your work at Tapestry, [2:06]um you know, why you think the rest of [2:08]the field is is is pointed in the wrong [2:09]direction around some of these [2:10]generative models, and then also just [2:12]get your reflections on the way the [2:13]field's unfolded, your time at Meta, and [2:15]and all that. So, you know, modest goals [2:16]for uh for for for a single podcast [2:18]episode. I feel it'd be great to start [2:20]with AMI um because the company feels [2:22]like the clearest statement of your [2:23]technical thesis going forward. And so, [2:25]you recently launched the company that's [2:26]focused on world models uh and scaling [2:28]the Jeff bar architecture, which you [2:29]obviously pioneered uh over at Meta. And [2:32]so, I'm wondering if you could talk a [2:32]little bit about the origins of that [2:34]architecture and the extent to which you [2:35]drew inspiration from the human brain [2:37]and the way that works. So, first of [2:38]all, I want to say there's nothing wrong [2:40]with [2:41]LLMs [2:42]in the sense of [2:44]LLMs, you know, are the basis for a lot [2:46]of uh [2:47]very useful AI products that all of us [2:49]use, [2:50]including me. Uh [2:52]They're great, okay, for what they do. [2:55]They're just not a path towards [2:57]human-level or human-like intelligence [3:00]or even animal-like intelligence. [3:02]Uh so, that's my claim, okay? I'm not [3:04]saying LLMs are useless, right? I'm I'm [3:06]just saying [3:07]they're not a path towards I mean, you [3:09]helped build some of the first major [3:10]open-source ones. [3:11]Right. Right.

[3:12]>> [laughter] [3:12]>> Right, absolutely. So, what is uh AMI? [3:15]So, AMI really stands for advanced [3:17]machine intelligence. And the the the [3:21]kind of subtitle, the motto, if you [3:22]want, is uh AI for the real world. [3:26]So, basically, a lot of [3:28]you know, AI techniques that people know [3:30]about today are good for language [3:32]manipulation, either human language or [3:35]computer code or mathematics or or [3:38]legalese, [3:40]which barely qualifies as human [3:42]language. [3:43]>> [laughter] [3:43]>> Unfortunately, a lot of human language [3:44]is for it. Right. Right, sadly.

[3:47]You know, language is very special in a [3:49]way, and it's uh particularly [3:52]well suited for the type of uh you know, [3:55]architectures that [3:56]have been so successful uh recently, the [3:59]the you know, large language models, [4:01]GPT-style architectures. But what about [4:04]the real world? What about like [4:05]understanding [4:07]the physical world? Turns out reality is [4:09]way more complicated than language. [4:12]Uh because it's high-dimensional, it's [4:14]continuous, it's noisy, it's messy. [4:18]And uh training a system to understand [4:20]the real world is much, much harder. So [4:21]that's really what we're after. That's [4:23]what I've been after for most of my [4:25]career and really kind of, [4:27]you know, working on in an accelerated [4:29]fashion over the last uh 5, 6 years or [4:31]so and making significant progress over [4:33]the last 2 years. [4:35]And so, it made sense to really do a [4:37]startup around it and sort of go to into [4:40]high gear, you know, in pushing that. [4:42]And it became clear, you know, by the [4:44]end of last year that [4:45]Meta was really not the right place for [4:47]that. [4:48]So, which is why I left and started I [4:51]mean, Labs. I think it's an interesting [4:53]like, you know, trend that we're seeing [4:54]across the board, right? Where it feels [4:56]like um there you're there's there's [4:58]many folks spinning out of, you know, [4:59]either some of the large companies or [5:01]research labs, you know, that have a [5:03]particular direction of research they're [5:04]excited about and [5:05]you'd have some interesting vantage [5:06]point of this from your time at Fair of [5:07]this [5:08]uh almost tension that exists between, [5:10]you know, go pursue as many different [5:11]research directions as possible in these [5:13]companies versus hey, something's really [5:15]working. This is the thing that we're [5:16]going to sell for the next 6, 12 months. [5:18]Like, go focus on that. You know, I'm [5:20]curious your your thoughts on that and [5:21]and what you kind of seen in the [5:22]industry at large. Well, it's a strange [5:25]uh [5:26]trade-off. There's really two modes of [5:28]operating, right? There's a lot of [5:29]exploratory research, a lot of research [5:31]directions, right? And sometimes [5:33]something [5:34]kind of seems to work and you you need [5:36]to push it further. And it's not [5:38]research anymore. I mean, [5:40]the people working on it are still [5:41]researchers or they're called [5:43]researchers at least in the press, but [5:45]uh but really it's becoming more [5:46]engineering and pushing for for [5:48]products, right? So, [5:51]that happened a number of times at Meta [5:54]because of things that were started at [5:56]FAIR, such as seeing happened in, you [5:59]know, early 2023, essentially. Uh, when, [6:03]you know, Llama, which was developed at [6:05]FAIR, Llama 1, um, was very promising. [6:09]And, uh, [6:10]Meta created a a whole organization, [6:12]GenAI, to turn it into something real [6:15]and a series of products. Uh, and [6:17]produce, you know, Llama 2, Llama 3, [6:19]Llama 4, which was a bit of a [6:21]disappointment. Uh, and because, you [6:23]know, Mark Zuckerberg was disappointed [6:25]by it, he kind of rebooted the entire [6:27]organization, reorganized it, and hired [6:30]new people, etc. But, what also [6:32]happened, [6:34]uh, over the last year is that [6:36]uh, [6:37]basically the company, Meta, realized [6:39]that, [6:40]um, they'd fallen behind a little bit, [6:42]and so that kind of refocused the the [6:45]strategy on trying to catch up with the [6:47]industry. And the sad side effect of it [6:51]is that a lot of the exploratory [6:53]research [6:54]was basically not [6:56]given high priority anymore. I mean, it [6:58]didn't concern the stuff I was working [7:00]on, all the Jeppa and world models, [7:02]uh, cuz, you know, Mark himself and and [7:05]do buzzwords, the CTO, and a bunch of [7:07]other people in the company were really [7:08]interested in that project and really [7:09]believed in the long-term impact. But, [7:12]the rest of the company was just, you [7:13]know, totally entirely focused on LLMs, [7:16]and made it clear to me that Meta was [7:18]really not the the right place to push [7:20]on that project anymore. And then we [7:22]started to have good results, and so it [7:24]was clear that, you know, we had to kind [7:26]of make that transition between research [7:29]and actually kind of uh, developing the [7:32]technology, scaling it up, and building [7:33]products out of it. And we realized also [7:35]that most of the [7:37]applications were probably [7:40]for things that Meta was not [7:41]particularly interested in. A lot of [7:44]applications of the kind of stuff that [7:46]we've been working on is in the [7:48]industry, like manufacturing industry [7:50]and stuff like that. Obviously, you're [7:52]you're kind of pursuing world models and [7:54]and and in that broader world. And I [7:55]think there's other people that have [7:56]come at the world model pace from a more [7:58]like generative approach. And so I think [8:00]you've got folks, you know, you've got [8:01]the Google folks and Genie in the video [8:03]models. You've got folks, you know, [8:04]building VLAs on the robotic side. [8:05]You've got Feifei and and kind of like [8:08]the 3D spatial models. As you think [8:10]about kind of the the body of of of of [8:12]evidence that got you excited about the [8:14]Japa models and how you kind of compare [8:15]them to what the generative folks have [8:17]done, you know, where do you think we [8:19]are today in in terms of like comparing [8:20]these architectures and approaches? [8:22]Okay, so world model is quickly becoming [8:24]a buzzword right now, right? Certainly [8:27]in research, but also in industry to [8:28]some extent. And uh and then there are [8:31]two factions, if you want. I'm not going [8:33]to talk about VLA because VLA [8:35]is clearly now being seen as not going [8:38]anywhere. [8:40]Like it's really not working. Uh so VLA [8:42]is, you know, [8:43]vision language action models, right? So [8:45]basically use the LLM technology to [8:48]train a system to produce actions for [8:50]like controlling a robot or something [8:52]like this, right? So you have vision in, [8:54]language in, action out. Maybe language [8:57]out, too. [8:58]Um and that's pretty much now seen as a [9:02]failure.

[9:03]>> [laughter] [9:04]>> Uh not being reliable enough, requiring [9:06]too much training data, you know, things [9:07]like that. [9:08]Okay, then there is world models. Okay, [9:10]so what is a world model? Uh a world [9:12]model at a regional level is something [9:15]that [9:16]allows an agentic system to anticipate [9:19]the consequences of its own actions. [9:22]Okay, predict the consequences of its [9:24]own actions. From my point of view, I [9:26]cannot imagine how you can even think of [9:29]building an agentic system without that [9:31]system having the ability to predict the [9:33]consequences of its actions. [9:35]I I that's pretty essential, right? When [9:37]we [9:39]act in the world, we have this ability. [9:42]And when we [9:43]uh take an action without thinking about [9:45]the consequences, [9:47]we're taking a big risk. And very often, [9:49]you know, other people think we're we're [9:51]an idiot. [9:53]Uh we have plenty of examples on the [9:55]international political scene at the [9:57]moment of people who have complete, you [9:59]know, [10:00]no ability to predict the [10:01]consequences of their actions. So, [10:03]that's the one model. That's what it is, [10:05]right? Ability to predict the [10:06]consequences of your own actions. If you [10:08]If you have this ability, then you can [10:10]plan [10:12]a sequence of actions to [10:14]accomplish a task, to you know, satisfy [10:17]a goal. And you do this by [10:20]planning, reasoning, [10:22]uh by a process of search and [10:24]optimization. You don't do this by [10:27]predicting one action after the other [10:28]autoregressively, like a real AI we do. [10:31]Uh you do this by searching for a [10:33]sequence of actions that will accomplish [10:35]the task you set you set for yourself. [10:37]So, the blueprint for this is completely [10:40]different from what, you know, LLMs uh [10:42]can do at the moment. [10:44]Uh LLMs do not have the ability to [10:45]predict the consequences of their [10:47]actions, and they do not have any [10:48]planning abilities. Because [10:50]inference is by [10:52]predicting the next token, right? It's [10:54]not by search. Okay, so right there, [10:56]you have the two characteristics that I [10:58]think are essential for intelligent [11:00]behavior. [11:02]Ability to predict consequences of your [11:04]actions. And second, uh ability to plan [11:07]by optimization, by search. Um find a [11:10]good sequence of actions that will [11:11]produce the correct outcome. And then [11:13]there is a third characteristic, which [11:15]is [11:16]uh how do you pre- how do you predict [11:18]the consequences of your actions? [11:20]Okay, so, you know, if uh if I have a [11:25]water bottle in front of me. I realize [11:26]some people would just listen to this [11:28]and not have the picture. So, I have an [11:30]open, uncapped water bottle in front of [11:33]me. If I push at the bottom, it's going [11:35]to slide on the table. If I push [11:38]near the top, it's probably going to [11:39]flip. We can't predict exactly [11:42]how the [11:44]the bottle will will fall in which [11:45]direction. [11:47]Uh we can't exactly predict how it's [11:48]going to slide, you know, how the water [11:50]will spill, you know, whether the table [11:52]is tilted in one way and the water will [11:55]uh [11:55]you know, kind of flow in one direction [11:57]or another. [11:58]There's no way we can predict this at [12:00]the pixel level. [12:01]So, our mental model of the world [12:03]predicts that at an abstract level of [12:06]representation. So, as you were working [12:07]on this architecture, was a lot of it [12:08]inspired by the human brain? I mean, [12:10]obviously, like the you know, the way [12:11]you're articulating things is exactly [12:12]how how we do things. Right, or at least [12:14]by, you know, cognitive science, right? [12:16]Whether you can sort of translate this [12:17]into a neural architecture and things [12:19]like this, that's there's a big gap [12:21]there. Um okay, so that that, you know, [12:24]certainly uh cognitive science was a bit [12:26]of a motivation or or, you know, what uh [12:29]psychological system two, which is this [12:31]idea of the way you behave in sort of [12:34]deliberate reflective behavior is that [12:37]you do imagine, predict the consequences [12:39]of your actions, and you plan [12:41]uh accordingly. Contrary to system one, [12:44]where you just act, you know, reactively [12:47]and instinctively. So, yeah, there is an [12:49]inspiration, but also there is a lot of [12:52]empirical evidence [12:53]that you don't want to generate pixels. [12:56]Okay, I've been I've been really [12:58]interested in that problem of [13:01]learning models of the world by [13:03]prediction for a very long time. And [13:05]then had an epiphany about 5 years ago, [13:08]realizing that [13:10]all of the architectures that have have [13:12]been successful to learn [13:14]representations of images and videos [13:17]are non-generative architectures. And [13:20]all the generative ones basically have [13:21]been failures, right? So, [13:25]VAE, right? Variational autoencoders, or [13:27]auto encoders more generally, [13:30]uh is kind of a natural [13:32]way to think about like learning [13:34]abstract representations of inputs, [13:36]right? So, you put a an image at the [13:38]input of a [13:39]of a neural net, and then you train it [13:40]to just reproduce the input on its [13:43]output. [13:44]Uh now, with a big neural net. Now, if [13:47]you just do it this way, your neural net [13:48]will not do anything interesting. It [13:50]will just learn the identity function. [13:51]Yeah. Completely uninteresting. It [13:53]doesn't work. Now, if you train a VAE to [13:55]learn representations of images, you get [13:57]something, but it's really not that [13:58]great. Same with sparse auto encoders.

[14:00]Then, you have another set of [14:01]techniques, [14:03]uh and it's kind of derivative of [14:05]something called denoising auto encoder, [14:07]uh masked auto encoder is a version of [14:10]this. BERT is a version of this for NLP. [14:12]So, you take the image, you corrupt it [14:14]in some way, and then you train this big [14:15]neural net to recover the original uh [14:19]the original image. There's a huge [14:20]project that at FAIR on this called MAE, [14:23]masked auto encoder. It was very [14:25]disappointing. [14:27]A lot of computation, and not not really [14:30]great satisfying result. Simultaneously, [14:33]uh some of the same people working on [14:35]MAE, and and some other people [14:37]in Paris and in New York were working on [14:39]other techniques using [14:41]non-generative architecture, joint [14:43]embedding architecture. So, take an [14:45]image, corrupt it in some way, and then [14:47]run the two images through encoders, and [14:49]then try to predict the representation [14:51]of the original image from the [14:53]representation of the corrupted one. [14:55]Uh that's JEPA. Yeah. Okay. So, JEPA [14:58]means joint embedding predictive [14:59]architecture, right? So, you have one [15:01]encoder that makes an observation, [15:03]another encoder that makes a different [15:04]observation. You try to predict the [15:06]representation of the first one from the [15:08]second one with a predictor. And those [15:11]techniques turned out to work much [15:12]better for representing images and [15:15]video. So, things like DINO, [15:18]uh DINO V1, V2, V3, um project that is [15:21]still going on at at fair in Paris. [15:25]Projects like I Jepa [15:27]and then V Jepa and then before that [15:28]there were like Sim Siam and Moco and a [15:31]bunch of different techniques mostly [15:33]from Meta. There was a bunch of others [15:34]from other groups. [15:36]Um, [15:37]but [15:38]that turned out to be a much better way [15:39]of learning representations of images [15:42]than [15:44]predicting pixels. Yeah. And so [15:46]it just clicked in my in my mind but you [15:48]know, not just mine. [15:51]That this was the way to go and [15:52]predicting pixels was kind of a a losing [15:54]proposition. You know, it feels like [15:56]there's all these robotics demos that [15:57]are released [15:59]you know, from from some of the model [16:00]companies that are feel increasingly [16:02]impressive and maybe you know, seem to [16:04]resemble things like planning and [16:05]reasoning when you know, they maybe [16:07]haven't seen a a room or or a specific [16:09]and you know, a version of a task before [16:11]and are still able to execute that task.

[16:13]You know, what would you say to our [16:14]listeners I guess that that observe that [16:16]stuff and feel like it feels like we're [16:17]trending toward some real progress with [16:19]some of the general approaches. Well, [16:21]there is real progress and some of those [16:22]demos are really impressive. Um, [16:25]but [16:26]>> [laughter] [16:27]>> they are trained with enormous amounts [16:29]of data collected either from [16:32]teleoperation [16:34]or from just you know, human action with [16:36]things you hold in your hand that look [16:38]like grippers. [16:39]Grippers that you know, and you and you [16:41]collect the data for that. Or just you [16:44]know, tracking hands and fingers of of a [16:47]person.

[16:48]And then translating this into kind of [16:50]commands for for a robot. And so those [16:52]things are trained with imitation [16:54]learning mostly, right? And a little bit [16:56]with you know, reinforcement learning to [16:58]fine tune in mostly in simulation. So [17:01]the issue with this is that you need a [17:03]lot of data to train the systems [17:06]to [17:07]to imitation. [17:09]And it [17:11]it becomes expensive and it's a little [17:12]brittle [17:14]in the sense that you know, you need to [17:16]collect lots of data for every task you [17:18]want the robot to uh uh to solve. [17:21]Whereas, if the system had a world model [17:23]that allowed it to predict the [17:26]you know, [17:27]the outcome of an action, it would just [17:29]plan an action to solve a new task [17:32]without actually having to be trained [17:34]to accomplish this task. So, the degree [17:37]of generalization you would get with a [17:39]world model-based system is much, much [17:41]larger [17:43]uh [17:43]you know, kind of wider spectrum of of [17:46]tasks [17:47]with less training data that would be [17:49]required than a a system trained with [17:51]imitation learning and [17:53]and you know, fine-tuning [17:54]>> No doubt those approaches require more [17:56]data. And I guess this question of [17:57]generalization really is is the big [17:58]question, right? Of you know, and I [17:59]think you know, some folks have have uh [18:02]have shown some results around, you [18:03]know, uh getting better at task A helps [18:05]with task B, but that obviously feels [18:06]like there's still the big unanswered [18:08]question uh you know, around those [18:09]architectures. I mean, you get this uh [18:12]you know, synergy between tasks. So, the [18:13]more tasks that you train the system to [18:15]solve, the more tasks it's being [18:17]it's going to be able to acquire with [18:18]with small amount of data, regardless of [18:21]what what technique you use. But, but [18:22]the hope with uh [18:24]world models is that the system can [18:26]solve new tasks at zero shot, which [18:28]humans are completely capable of doing, [18:30]right? And many animals as well. [18:32]So, uh so, that's really the the hope.

[18:35]Like, you know, solving a lot more [18:36]problems with uh [18:40]either a small amount of training data [18:42]or or no training data at all. [18:45]And just a little bit of maybe, you [18:47]know, RL style uh fine-tuning. Yeah. [18:49]Like, you know, how [18:51]how is it that a 17-year-old can learn [18:53]to drive in [18:54]like, a dozen hours or maybe 20 hours? [18:57]Uh we have millions of hours of training [18:59]data of [19:00]you know, people driving cars. We still [19:02]don't have level five self-driving cars, [19:04]right? So, imitation learning obviously [19:06]does not work even for just the task of [19:08]autonomous driving. Yeah, I guess it'll [19:10]be a race between the ability to develop [19:12]some of those capabilities, which may [19:13]take time and lots of data versus this [19:15]kind of architecture. I feel like [19:16]there's this dream of using video models [19:18]to just generate like tons of synthetic [19:20]data for for, you know, simulation and, [19:22]you know, even if it's not perfect, [19:23]these video models from a physics [19:24]perspective, it's like helpful enough [19:26]to, you know, improve [19:28]robotics and in the underlying physical [19:30]world. What have you made of some of [19:31]those approaches? Obviously, I think [19:32]Nvidia's been focused there. Google [19:33]seems to be going down that road. [19:35]>> I'm sort of asking you again the [19:36]question, [19:37]you know, [19:38]why can 17-year-old launch a driving 20 [19:41]hours? You don't need millions of hours [19:43]of demonstration. And you don't need [19:45]synthetic data. Uh you don't need any of [19:47]that. So, you know, I I want a system [19:49]that can learn as fast as that. If we [19:51]crack that, then we don't need, you [19:53]know, generated data, right? I mean, we [19:55]might need to train the system in [19:57]simulation, but not with the same amount [19:59]of uh [20:01]uh [20:02]you know, of time or or trials as as [20:04]current systems require. It's really a [20:07]question of data efficiency. [20:08]>> You know, I was interviewing Jerry [20:09]Tworek on the podcast. He was at OpenAI [20:11]and spun out to start his own lab, and [20:13]you could sense a similar tension where [20:14]I think he actually might even agree [20:15]that, you know, if you continued scaling [20:17]RL the way we're scaling, you get more, [20:19]you know, you continue getting very [20:20]impressive results. But, I think he [20:22]felt, "God, there's just got to be some [20:23]like way more efficient way to do this." [20:25]And it's interesting. It's an [20:26]interesting tension because you could [20:27]imagine if you're OpenAI and you know [20:29]something is going to continue like you [20:30]could continue scaling it and it will [20:31]keep getting better. There's not a ton [20:33]of incentive necessarily from a business [20:35]perspective to do something more [20:36]data-efficient. [20:37]>> Right. And there's there's no incentive [20:39]for the other companies to do anything [20:41]different either because they're all [20:43]chasing the same like they can't afford [20:45]to kind of fall behind the others, [20:47]right? So, they all work on the same [20:49]thing. Yeah. And And there's a bit of [20:51]this sort of, you know, [20:53]kind of [20:55]herd behavior [20:57]uh [20:58]and and, you know, in in mostly in [21:00]Silicon Valley where everybody is [21:02]digging the same trench. Yeah. Uh and [21:05]you know, so I pur- [21:07]purposely [21:09]set up the headquarters of Amy Labs [21:12]in Paris. Yeah. [21:13]>> [laughter] [21:14]>> Uh [21:16]the American office being in New York, [21:18]not Silicon Valley. [21:19]>> [laughter] [21:19]>> It's really interesting cuz I think it [21:20]it it it points to a tension that, you [21:22]know, it it exists in the broader [21:23]ecosystem today where [21:25]uh you could imagine the other side [21:26]being sure, maybe there are more [21:28]data-efficient methods out there, but [21:29]like almost who cares because we can [21:31]keep scaling what we have to to better [21:33]and better results. And then obviously I [21:35]think from both, you know, [21:37]new things you can accomplish from these [21:39]models as well as just the joy of being [21:41]a researcher and finding these new [21:42]things. I get why there's such an [21:43]attraction to to to these other [21:45]architectures as well. [21:46]>> And it's a bet. [21:47]But, you know, we're pretty confident [21:49]because, you know, we we have results [21:51]already, actually. [21:52]>> And as you think about like the the kind [21:54]of um the initial spaces you're most [21:56]excited about for the Amy technology, [21:58]like what gets you know, where do you [21:59]think you know, the the technology goes [22:01]and and what are you most excited about? [22:03]Well, I mean, you know, AI for the real [22:04]world. Um [22:07]like, you know, can [22:08]where is your domestic robot? Where is [22:10]your level five self-driving car? Yeah. [22:12]Where is uh and that's you know [22:14]>> When am I going to get a domestic robot? [22:15]I'm excited about this. [22:17]Well, so this is several years down the [22:19]line. Okay? Despite the fact that there [22:21]is like [22:22]huge number of companies building [22:24]robots, none of those companies [22:26]actually has any idea how to make them [22:28]smart enough to be useful, right? Or [22:29]trusted around with a baby in the house [22:31]or something or [22:31]>> Certainly not that. Uh but but even for [22:34]like, you know, relatively narrow [22:35]manufacturing task, right? You know, I [22:37]mean [22:38]uh none of them really knows [22:40]how how to do this reliably other than [22:42]you know, for by imitation learning for [22:44]a small number of tasks. [22:46]Uh so, how how do we make those things [22:48]useful? So, that's kind of a [22:50]relatively long-term objective. [22:53]Shorter term, there is a huge amount of [22:55]applications in industry [22:57]where you need to have [22:59]a a system, an intelligent system that [23:01]has the ability of [23:04]you know, predicting what's going to [23:05]happen if I change this [23:07]control variable on this complex system, [23:10]be it uh [23:12]a jet engine, a chemical plant, a power [23:15]plant, a some manufacturing line, [23:19]a patient, a human cell, right? Those [23:22]are systems [23:23]that are sufficiently complex that you [23:25]can't [23:26]model their behavior with a small number [23:28]of equations. Right? So, the traditional [23:30]way of modeling [23:32]does not work. And what you need to do [23:34]is train a neural net, deep learning [23:37]system, [23:38]uh to to [23:40]um you know, model the dynamics of that [23:42]system [23:43]from data. [23:44]And what you get at the end is a a [23:46]phenomenological model of of that [23:49]uh process, of that [23:51]uh system. [23:52]Um and if it's action condition, then [23:54]you get [23:55]basically a a world model of that system [23:58]that allows you to control it optimally [24:00]for whatever purpose you have. And I [24:02]think the [24:04]number of applications of this in [24:06]industry is mind-boggling. Where do you [24:08]think we'll be with uh you know, general [24:10]models over the next couple years? Are [24:11]there like, you know, milestones you'd [24:13]point to or like, what what's your kind [24:15]of view of the path of progress here? [24:16]Okay, couple of years is a little short. [24:18]Like, 5 years, complete world [24:19]domination, essentially. [laughter] [24:21]Okay. So, somewhere between on the path [24:23]to world domination in 5 years. I mean, [24:25]this is kind of a joke, obviously, but [24:27]uh this is a quote from Linus Torvalds, [24:29]right? You know, when people ask him, [24:30]"What's your goal with Linux?" He said, [24:32]"Total world domination." [laughter] [24:34]Um he actually managed to do that. [24:36]>> Yeah, very fair. To first approximation, [24:38]every computer in the world runs Linux, [24:40]right? So, um so, that's kind of a joke.

[24:42]But but in the end, I think this is the [24:44]blueprint for intelligent systems of the [24:46]future. [24:48]There still be a a small place for LLMs, [24:51]you know, for [24:52]like a language interface, basically. [24:55]But uh [24:56]but what we're designing are are systems [24:58]that are capable of thinking. They They [25:00]may not be capable of talking or [25:02]listening initially, [25:04]but they'll do the thinking. [25:06]And then you can add the talking and [25:08]listening [25:10]uh on top of that. I'm sure you and the [25:12]team are are are eagerly working to kind [25:14]of, you know, get the early proof points [25:15]of this. And obviously, you've already [25:17]had some in the work you've done. How do [25:18]you think about like the interim steps [25:19]of what you'll be able to show on that [25:21]path to to 5-year world domination? [25:23]Well, so I think uh [25:25]you know, within a year or so, um we'll [25:28]have [25:29]I think a a general methodology [25:32]to train [25:33]hierarchical world models [25:35]on, you know, a a very wide variety of [25:38]modalities. [25:40]We know we can do a good job on video [25:42]uh with some techniques that we're not [25:44]completely happy with because they have [25:46]some shortcomings, but [25:48]um [25:49]and we have [25:50]sort of small-scale demonstration of a [25:53]methodology that we think is [25:55]really what we want. [25:57]So, we need to scale that one up [25:59]and get it to the same level of [26:00]performance as the [26:03]the other techniques that are not as uh [26:06]satis- satisfying, if you want, on on [26:08]things like video, but also on other [26:10]types of data sets that we would get [26:12]from industry partners. Okay, so we'll [26:14]have [26:15]demonstrations that we can train world [26:17]models, perhaps action-conditioned world [26:18]models that allow us to plan [26:20]for uh a number of different use cases. [26:23]Some of them will be robotics, some of [26:25]them will be industrial process control [26:27]of various types, maybe some of them in [26:29]health um health care as well cuz we [26:32]have partners in that [26:33]>> Yeah. in that domain. And [26:36]that should be within a year or two, 18 [26:38]months. Um [26:40]And then we'll push the this methodology [26:43]and those models into [26:45]uh those use cases with partners, some [26:48]of which are investors already, you [26:49]know, in our company, and gain [26:51]experience on how to kind of [26:54]essentially build a somewhat universal [26:56]world model if you want. I mean, you've [26:57]obviously had this uh you know, this [26:59]experience before of of kind of making [27:01]this really contrarian bet on neural [27:02]nets and and being certainly uh proven [27:05]abundantly right uh in the in in the [27:06]history books. I guess as you think [27:08]about this bet which I think, you know, [27:09]if you talk to the majority of people uh [27:11]maybe at at at at the cutting edge of [27:13]various parts of AI maybe would would [27:14]say is contrarian today. In what time [27:16]frame do you think it will become [27:17]apparent like, you know, that this was [27:19]right? [27:20]I think it'll happen faster than [27:24]expected perhaps because I mean, you can [27:26]see that world model is already becoming [27:28]a buzzword, right? [27:30]At least at the research level. [27:32]Uh [27:34]and it's starting to kind of permeate [27:35]into the industry. Yeah. And a lot of [27:37]people are realizing like VLs suck [27:40]and, you know, LLMs don't work for real [27:42]world data. Industry has realized this [27:45]already. Certainly on the on the [27:48]on the user side. [27:50]And I think because of the importance of [27:52]the robotics industry [27:54]um you know, a lot of people are kind of [27:55]trying to figure out like how how do we [27:57]how do we get there? How do we get how [27:58]you make those robots [28:00]uh [28:01]useful. So so I think it's [28:03]I think the realization that you need a [28:05]change of paradigm is is happening as we [28:07]speak and will become completely obvious [28:09]to people by [28:11]early 2027, I think. Yeah. Now, that [28:14]doesn't mean we'll have a solution by [28:15]then. We hope we will, but you know, [28:17]we'll see. I guess, you know, switching [28:18]gears to the LM side you mentioned some [28:20]of this work you're doing with uh with [28:21]Tapestry which I think would be really [28:22]interesting for our listeners. And so [28:24]maybe to speak to that a little bit.

[28:25]Okay, so this is kind of a little bit [28:27]orthogonal to uh to ML Labs. Yeah, as if [28:30]that wasn't enough to keep you busy. [28:32]>> [laughter] [28:32]>> Well, it's a it's a kind of an idea I've [28:34]I've been uh forming over the last uh [28:36]three years or so [28:38]is the fact that uh [28:41]people increasingly use AI assistants [28:43]for various things, right? I mean, uh [28:45]you see a decrease in the use of general [28:48]traditional search engines and you just [28:50]ask a question to your favorite AI [28:52]assistant. [28:54]Um and you know, if the plan that Meta [28:58]and others are are [29:00]developing of, you know, having smart [29:01]devices like smart glasses and stuff [29:03]like that, [29:04]uh [29:05]you know, is realized, [29:07]basically you'd just be talking to your [29:09]AI assistant, you know, by voice with, [29:11]you know, to your smart glasses or maybe [29:13]some other smart device.

[29:15]And so, all of your information diet [29:18]will be mediated by AI assistants. [29:22]And [29:23]if you are someone, you know, somewhere [29:24]in the world, let's say outside the US [29:26]or China, and you have an AI assistant, [29:28]and that AI assistant was built in [29:29]California or [29:32]you know, Beijing [29:33]or Shanghai or Shenzhen, uh [29:37]it's not good for you. Like you may [29:39]speak a language that those systems [29:41]really haven't been trained to handle [29:43]particularly well. [29:44]Uh you may have a culture that is not [29:47]particularly well understood by people [29:48]in Silicon Valley and China.

[29:50]Not well represented by the training [29:52]data that is publicly available on the [29:54]internet. [29:56]Um [29:57]you may have a value system that is [29:58]absolutely not represented by [30:01]uh you know, people building those [30:02]models. [30:03]And certainly you'll almost certainly [30:05]have political opinions that are [30:07]absolutely not represented by the [30:09]handful of AI assistant you you might be [30:12]able to get from the [30:14]you know, um West Coast tech companies [30:16]or from Chinese companies. [30:19]So, what is the solution to this? Like [30:21]how do you serve, [30:23]uh you know, a farmer in India, [30:25]uh or um even a philosopher in France, [30:30]uh or Germany? And [30:33]what you need is [30:35]a platform [30:37]which basically is uh an open free [30:41]foundation model, LLM style, [30:44]that is fine-tunable [30:46]by anyone [30:48]to cater to the interest of people [30:51]speaking a particular language, having a [30:53]particular culture, [30:55]having particular [30:57]value systems, political biases, [30:59]uh [31:00]creeds, whatever it is. [31:03]And so, what you need is a wide [31:05]diversity of AI assistants. There's a [31:08]lot of countries around the world uh [31:11]that are neither the US nor China, who [31:14]absolutely want some level of [31:16]sovereignty for AI, not just for their [31:18]industry, but also for their citizen. [31:20]They don't want their citizen to get [31:22]brainwashed by [31:24]a Chinese model or a Canadian model, [31:26]actually. [31:27]Uh And so, [31:29]they want sovereignty. How do you get [31:31]that? So, the way you get [31:34]a platform like the an open platform [31:36]like this to get to the frontier is you [31:38]just train it on more and higher quality [31:40]data than the than the proprietary [31:43]systems.

[31:44]If you talk to [31:46]people in India, in France, in Vietnam, [31:49]in [31:51]Morocco, in Switzerland, [31:54]in Korea, Japan, [31:56]uh [31:57]Kazakhstan, [31:59]everyone wants [32:02]basically sovereignty. [32:04]And you tell them like, you guys have [32:06]been training your model, you know, [32:08]locally. You don't have to share your [32:09]data. So, that's the crucial aspect of [32:11]Tapestry. [32:12]You would have international contributor [32:15]contributors to Tapestry [32:17]contributing to training a a global [32:19]model that would basically constitute a [32:23]repository of all the world's knowledge [32:25]and culture, if you want. But the [32:26]contributors would contribute uh [32:30]data and uh computing resources, but [32:33]they would preserve the control on their [32:35]data. They would not have to share their [32:37]data with the other [32:38]uh contributors. [32:40]What they would contribute is [32:42]parameter vectors. Interesting. So, it [32:44]would be kind of a kind of federated [32:46]learning style thing where uh you have a [32:48]bunch of data centers. Uh [32:51]you know, they they get the parameter [32:53]vector from the [32:55]the the global consensus of a model. [32:58]Think of it as an average of all the [33:01]all the parameter vectors of all the [33:02]contributors, right? [33:04]So, all the contributors uh periodically [33:06]tell [33:08]everyone else through maybe a central [33:10]server, here is my parameter vector, [33:13]what is yours? Okay. [33:15]Uh and so, you exchange parameter [33:16]vectors like this. And a local worker [33:19]basically, whatever it updates its [33:20]parameter vector, it tries to also [33:24]makes make it as close as possible to [33:26]the global consensus vector. So, as the [33:30]training of this thing kind of [33:31]progresses, all those parameter vectors [33:34]converge towards [33:36]like a a consensus model, essentially, [33:38]which is kind of a repository of all [33:41]human knowledge. Now, you have an open [33:43]an open model [33:45]that is as good as if it had been [33:47]trained on all the data in the world. [33:50]And now, you can fine-tune it for your [33:52]own purpose, your own [33:55]political, cultural, and linguistic [33:56]biases. [33:57]Whatever you want or centers of [33:58]interest. [33:59]And I think there is a natural force for [34:01]this to happen [34:03]uh because, you know, most countries [34:05]that are not the US nor China want [34:09]sovereignty, but also because [34:11]uh [34:12]AI is fast becoming a platform. And [34:15]there is a natural tendency for [34:16]platforms to become open.

[34:18]That's what happened with Linux, [34:20]right? And that's what happened with the [34:23]software infrastructure of the internet [34:25]or the wireless network. It's all open [34:27]source. [34:28]Um [34:29]it was proprietary initially, but that [34:32]was all [34:33]wiped out. It's a really clever way to [34:34]get around you know it would seem that [34:36]this trend of you know decreasing open [34:38]source and and obviously I think there's [34:41]been many fears that is like the closed [34:42]source models get better they'll be held [34:44]back and they'll be used to train the [34:45]next generation and you know they'll [34:46]they'll kind of be this almost like a [34:48]scape scenario for for closed source [34:49]models where they get you know so much [34:51]better than than their open source [34:52]counterparts. So remember what you know [34:54]who the big players of the internet [34:56]infrastructure were [34:58]in 1990 six? [35:01]Sun Microsystems HP [35:04]Dell [35:05]and a few others. [35:07]Um so Sun Microsystems was selling you [35:09]Solaris with their you know proprietary [35:11]hardware. [35:12]HP with HP-UX [35:14]uh they were claiming you know Unix is [35:16]so much more reliable than Windows [35:17]you're not going to run a web server on [35:18]Windows. Dell was doing this you know [35:21]with Windows NT but like who is running [35:23]Windows NT now [laughter] as a web [35:25]server?

[35:26]All of this was totally wiped out by [35:28]Linux like the entire internet runs on [35:30]Linux. [35:31]Um even Azure right? Even Microsoft [35:34]>> [laughter] [35:34]>> it runs Linux. So [35:37]uh [35:39]basically OpenAI and Anthropic [35:41]etc. of today are the [35:44]Sun Microsystem and HP-UX [35:47]of yesterday. [35:49]Yeah I mean I guess it it implicit in [35:51]that is is obviously um you know I think [35:53]your you know your view of like the [35:55]limitations of of what like you know the [35:57]these models can only get so good and so [36:00]it'll be possible over time for for the [36:01]open source folks to to catch up.

[36:03]They've already run out of data right? I [36:04]mean the the [36:06]the open openly available publicly [36:08]available data text data [36:11]uh [36:12]is already all used. [36:13]I mean there's not more of it right? So [36:15]what what those companies are doing is [36:17]licensing uh [36:19]commercial copyrighted data [36:22]or training on [36:24]synthetic data. I guess I'm curious cuz [36:25]obviously there's been some impressive [36:27]results uh in the last few years that [36:29]they that they have been able to drive, [36:30]you know, post these large-scale [36:31]pre-trainings. Um you know, IMO gold, uh [36:34]you know, the meter [36:35]task horizon benchmark keeps going up. [36:37]Okay, that's Okay, that's very [36:39]interesting. Now, think about those two [36:40]domains, right? Mathematics and code. [36:43]Those are two domains where the language [36:45]itself is the substrate of reasoning. [36:49]It's not the only substrate of [36:50]reasoning, but a lot of [36:52]when you do mathematics, right? The the [36:55]formal way on a piece of paper, not the [36:57]intuitive stuff, but the [36:58]you manipulate language, right? And LLMs [37:01]are really good at this. So, [37:03]um [37:03]you know, proving theorems and stuff [37:05]like that, that's that's what LLMs are [37:07]really good at. [37:08]They're not so good at the sort of [37:11]you know, coming up with uh good [37:12]concepts and definitions and things like [37:14]that. It it's more like, here is a [37:15]problem, solve it. They're problem [37:16]solvers. Mathematics is not just problem [37:19]solving, right? Most of it [37:21]uh is actually a creative act that those [37:23]things don't do. [37:25]Um [37:27]and same for code. So, LLMs are good [37:29]programmers. They're not software [37:31]architects. [37:33]They're not computer scientists, right? [37:36]Uh [37:37]but they can program for us. [37:39]So, they they they're not in a in a [37:41]state where they can just, you know, [37:43]replace humans uh entirely. It changes [37:46]the world of humans. So, humans now, [37:48]you know, kind of go one level up in the [37:50]abstraction hierarchy and [37:53]our world is to decide what to build.

[37:54]But like building it, you know, you can [37:56]you can get help from LLMs. But okay, [37:59]that's the the important point is that [38:01]uh LLMs are particularly successful at [38:04]domains where the language itself is the [38:07]substrate of reasoning. [38:08]Uh not for anything else. Yeah. What [38:11]would an LLM like need to do to convince [38:12]you uh otherwise? So, I mean, like a [38:15]zero-shot agentic system, right? [38:18]You have an agentic system. [38:20]Give it a new problem. It's not been [38:21]trained to solve that that problem. [38:23]Doesn't have a script for it. [38:25]Uh [38:26]is it going to be able to uh accomplish [38:28]this task? That it's never been trained [38:30]to solve. [38:32]And unless the system has the ability of [38:34]predicting the consequences of its [38:36]actions and then use using use that for [38:38]play for planning [38:41]it's not going to be able to do it. And [38:42]you're not going to do this with an LLM. [38:44]You're going to do this perhaps with a [38:46]significantly [38:47]augmented LLM that is capable of [38:50]you know, search and planning blah blah [38:52]blah. And currently [38:54]you know, LLMs that do math and code [38:55]actually do this. [38:56]>> Yeah. Right? Cuz they search for you [38:58]know, sequences of tokens that actually [39:00]accomplish a particular task and you [39:03]know, they can run the code or verify [39:05]that the proof is correct or whatever. [39:08]Um so, you have like a way of checking [39:10]whether something that's produced is is [39:11]is correct. Um but that's not a very [39:14]efficient way of of doing planning. [39:16]And it only works in domains where this [39:19]type of search can be performed in token [39:21]space. [39:22]What I'm talking about with Jeppa is you [39:24]don't do this in token space. You do [39:25]this in you know, abstract thoughts [39:28]space. And I'm sure some people [39:30]listening might think, well, you know, [39:31]hey, if if even if it's inefficient and [39:32]it works uh and it works at you know, at [39:35]things that are done in token space, [39:36]that's still a large part of the uh of [39:38]the economy that [39:39]>> I mean, if it works, it's fine. I mean, [39:41]there's again, there's nothing wrong [39:42]with you know, using an LLM for what [39:44]they're good at. [39:45]Uh it's just not a path towards human [39:48]level AI. You're missing you know, an [39:50]>> like a huge [39:51]uh domain. [39:52]>> You seem like you you know, hey, it's [39:53]going to tap out before it can become a [39:55]software architect, whereas I'm sure [39:56]>> going to tap out. It's it's just going [39:58]to have like a a limited you know, [40:00]ability to be deployed for like an it's [40:02]going to become like increasingly [40:03]difficult to kind of deploy it for an [40:05]increasingly large number [40:07]you know, of of use cases because you're [40:09]going to have to collect tons of [40:10]training data for each of those use [40:12]cases. And [40:14]there's a basically you're not going to [40:16]be able to make those systems completely [40:18]reliable, you know, without [40:19]hallucinations or or dangerous stuff or [40:22]uh etc. [40:24]Unless those systems have the ability to [40:26]predict the consequences of their [40:27]actions, which means they're going to [40:28]have to have explicit world models. [40:30]Yeah, so I guess it's a bet against, you [40:31]know, the uh 100% accuracy and then also [40:34]the generalization uh across different [40:36]tasks. [40:36]>> Right. I guess, you know, one thing that [40:38]that's so interesting about the way that [40:39]the field has developed is obviously you [40:41]uh share the the Turing Award with two [40:43]others and I feel like they seem much [40:44]more convinced of like maybe the the [40:46]power or potential threats or safety [40:47]risks of LLMs over time. Um [40:50]I'm wondering like when did your view [40:51]start diverging? [40:53]Uh in 2023. [40:56]And what like drove that in your mind? I [40:58]didn't change my mind. [40:59]They changed their mind, okay?

[41:00][laughter] [41:01]And I just about the same time, and it [41:03]was basically GPT-4. [41:05]I mean, Jeff basically had [41:07]was not connected to any of that. He was [41:09]never really interested in [41:11]LLMs and discovered uh [41:14]GPT-4 or, you know, 2023 when it came [41:16]out. [41:17]And basically he had an epiphany and [41:18]said, "Oh my god, those systems, you [41:20]know, are really close to human-level [41:22]intelligence and they have [41:24]possibly they have subjective [41:25]experience. [41:26]Uh [41:28]and he he did a a quick calculation [41:29]saying like, "Okay, the human cortex has [41:32]about 16 billion neurons. If you want to [41:35]um [41:37]do something like backprop, okay? The [41:39]brain doesn't do [41:41]backprop directly. [41:42]But if it does something like backprop, [41:44]like some sort of, you know, gradient [41:45]estimation for some sort of objective [41:47]function, [41:48]you would probably need like a a network [41:50]of a few neurons to kind of reproduce [41:52]the functionality of a virtual neuron in [41:54]a in a neural net." [41:56]So he said like, "Let's assume, you [41:58]know, maybe you need you need [42:00]a circuit of 10 [42:02]actual neurons [42:03]to reproduce what a a backprop neuron [42:05]does. [42:07]Then all of a sudden your your cortex is [42:09]only 1.6 billion neurons.

[42:12]Oh my god, GPT-4 is really close to [42:13]this. Okay, so maybe it's as smart you [42:15]know, it's going to get as smart as [42:16]humans. I do not believe in this claim [42:18]at all. This is kind of you know, Jeff's [42:22]uh [42:23]way of [42:25]saying [42:26]Okay, basically [42:28]I can retire. I can declare victory. [42:31]You know, [42:32]I searched for the learning algorithm of [42:34]the cortex all my career. [42:36]Uh [42:37]maybe I didn't discover what it really [42:39]was, but backprop seems to be like a [42:41]good substitute for it. [42:42]It works really well. [42:44]And so [42:45]maybe that's all we need. So, I can [42:47]retire. [42:49]Uh [42:50]and [laughter] [42:51]and go around the world and give talks [42:52]about you know, the potential [42:54]uh [42:56]promises and dangers of uh of AI. [43:00]Uh that's basically what you know, I [43:02]think what his uh [43:03]uh intellectual kind of trajectory has [43:06]been. [43:07]Uh [43:08]he's much less [43:10]vocal about the potential dangers now [43:12]than he was [43:14]uh [43:15]a year or two ago. [43:16]He kind of realized there's probably a [43:17]way to design [43:19]truly intelligent systems. So, first of [43:20]all, he probably you know, he realized [43:22]that [43:23]current LLMs are not that smart first of [43:25]all. And and second [43:27]uh [43:28]that there's probably a need for a few [43:30]breakthroughs like conceptual [43:31]breakthroughs before we get to [43:33]human-like intelligence. [43:35]And third, that the the blueprint of [43:37]those systems will be quite different [43:39]from LLMs and we have probably have a [43:42]way of [43:43]you know, making them controllable and [43:45]things like that. Yeah. I've been saying [43:47]this for years, but [43:49]Okay, he's sort of discovered this [43:51]recently. Yeah. Same kind of there's a [43:53]similar thing with Yoshua. I think what [43:55]they are both worried about is [43:58]the ability of [43:59]society [44:01]and the political system to make sure [44:04]that the benefits of of AI will be [44:06]maximized. [44:07]And AI would not, you know, just [44:10]profit you know, make a few rich people [44:13]even richer. [44:14]And uh you know, [44:17]accentuate inequalities and and you [44:20]know, cause major catastrophes because [44:23]of bad usage. Okay, this is not like the [44:25]the doomer scenario of AI taking over [44:27]the world. It's more bad use users. What [44:31]seems possible with the LLMs of today? [44:32]Which is a danger, but you know, I don't [44:35]I don't think it's as [44:37]apocalyptic as you know, what some [44:39]people have claimed it is. [44:41]Certainly not as apocalyptic as what [44:43]even Anthropic has claimed. [44:45]And it's trying to kind of lobby [44:46]governments into you know, scaring [44:48]governments into kind of regulating AI [44:51]because because of that. [44:52]I don't I don't I don't subscribe to [44:55]this at all. They seem to genuinely [44:56]believe it. I think they genuinely [44:58]believe it, but also I think there is, [45:01]you know, some kind of commercial good [45:03]commercial reasons for them to believe [45:04]that. And to kind of [45:06]uh [45:08]you know, brainwash [45:09]some people and governments into [45:11]thinking their systems are are [45:12]dangerous. And it sounds like you know, [45:14]with these other architectures, do you [45:15]think they're cuz obviously it doesn't [45:16]you know, as maybe [45:18]bearish as you are on LLMs being the end [45:20]state of everything, you know, you have [45:22]some pretty ambitious timelines too for [45:23]for these new architectures. And so it [45:25]doesn't seem like you think we're [45:26]particularly far away from from from [45:28]some very compelling capabilities. How [45:30]do you think about I guess the the [45:31]safety around, you know, if it ends up [45:33]if these breakthroughs end up coming [45:34]from new architectures and whether that [45:35]should make us rest easier or not. I'm [45:38]going to say something that's again [45:40]might be controversial. Uh [45:42]and certainly my some of my colleagues [45:44]at Meta didn't like me saying this, but [45:46]I think LLMs are interestingly unsafe. [45:49]I don't think they can be made [45:51]reliable and safe. Okay. [45:53]They cannot be made reliable because you [45:55]can't stop them from hallucinating. [45:57]Uh and if they're agentic, you cannot [45:59]guarantee they're not going to like take [46:01]an action that, you know, they didn't [46:03]predict the outcome of and that [46:05]>> I mean, does it surprise you they can do [46:06]these like 15-hour coding tasks given [46:08]the concerns around reliability?

Want one of these for your own audio or video? Transcribe your own

[46:09]>> Well, but coding is something where you [46:10]can actually verify that, you know, the [46:13]the the code that you generate uh you [46:15]know, satisfy your specification. [46:17]Um [46:19]but [46:20]but not everything is coding. And and [46:23]there are examples of, you know, [46:25]uh [46:26]coding agents like wiping up your [46:28]your hard drive, [46:30]like [46:31]uh [46:32]or or doing stupid things, right? That [46:33]makes you lose a lot of money or data or [46:36]whatever. [46:37]So, I think I think uh you know, LLMs in [46:40]their current forms [46:41]uh are are intrinsically unsafe [46:44]because they cannot predict the [46:45]consequences of their actions and [46:46]because the way the task that they [46:49]accomplish is determined [46:51]uh is [46:53]is subject to their training. You know, [46:56]you you give them a prompt [46:59]and then they will accomplish a task [47:01]that correspond to that prompt only to [47:03]the ex- [47:04]to the extent that their training [47:06]has conditioned them to actually do the [47:08]right task corresponding to this prompt. [47:11]But there is no, like, you know, [47:12]hardwired constraint that will force [47:15]them to accomplish this task [47:17]and then, you know, predict that the [47:19]task will be accomplished properly. [47:20]Yeah, I mean, I think people were saying [47:21]in the early days, right? They would [47:22]you'd ask them a question and they'd [47:23]keep asking the they'd keep asking the [47:24]question, right? [47:25]>> Right. Right. For example. [laughter] [47:27]Uh [47:28]or I mean, also they don't have common [47:29]sense. Right. So, I mean, there's the [47:31]the joke that was circulating like a [47:33]month ago of [47:35]you know, I need to wash my car and you [47:37]know, the the car wash is a 100 yards [47:39]from my house, should I walk? [47:43]I tried it again like maybe 2 weeks ago.

[47:45]Uh they all say, "Yes, you should walk." [47:47]Except Gemini. [47:49]Gemini says [47:50]>> they're training on your video of of [47:51]having done having given that speech [47:53]before? The The was not my video because [47:54][laughter] I I come up with this [47:55]example. [47:56]>> Whoever came up with it. Yeah, right. [47:57]Whoever came up with it. But they are [47:58]issuing sentences, right? Where where I [48:00]said like, you know, an LLM can do this [48:02]and then 6 months later it was like [48:03]people are doing it and it's simply [48:04]because, you know, as soon as people [48:07]watch the podcast of me saying LLMs can [48:10]do this, they of course type it into [48:12]ChatGPT. So now it becomes part of the [48:14]training set. And now of course, you [48:16]know, the next version has that uh you [48:19]know, that that thing in the fine-tuning [48:21]set and of course it can answer the [48:22]question but it's not because it's it [48:23]becomes smart all of a sudden. It's just [48:25]because it was explicitly trained with [48:27]that question. So LLMs are intrinsically [48:29]unsafe. Uh I don't think there is any [48:32]way to fix that in the current [48:34]um paradigm. [48:36]Um and what I've been proposing is [48:38]the architecture I've been talking about [48:40]is objective-driven AI. So basically, [48:43]you give an objective to an AI system, [48:46]which is accomplish this task. Now, [48:48]how does the system [48:50]knows [48:51]it will accomplish this task? It has a [48:53]world model and it predicts [48:55]uh [48:57]you know, the outcome [48:59]of a sequence of actions it imagines [49:01]taking. [49:02]Uh and if this uh outcome [49:05]satisfies [49:07]a [49:09]cost function that you know, describes [49:11]to what extent the task has been [49:12]accomplished or not accomplished, [49:14]then that system, if [49:16]if the way that system works is by [49:19]optimizing by optimization, finding a [49:22]sequence of actions that accomplishes [49:24]this task, minimizes this cost according [49:26]to its world model, [49:28]it can do nothing else. Yeah. Okay. And [49:32]of course there's many things that can [49:33]go wrong there. In in particular, [49:36]uh the cost function might be [49:38]inaccurate. It could be that the cost [49:40]function you think is actually measuring [49:42]to what extent the task has been [49:44]accomplished but perhaps [49:46]it's not accurate. Okay? [49:48]Uh you the world model might be [49:49]inaccurate. So the prediction that the [49:51]system makes is actually not the right [49:52]one. So, its prediction of what was [49:54]going to happen as a consequence of its [49:56]action wasn't right. Okay, so the system [49:58]can still make mistakes, but but it can [50:01]predict the consequences of its actions [50:02]to some extent, which is I think [50:05]indispensable for any agentic system. [50:07]Now, you can add to that system is not [50:09]just [50:10]a cost function that guarantees a task [50:12]has been accomplished, but you can also [50:14]add a bunch of other [50:17]objective functions, other other cost [50:18]functions, or even constraints [50:21]that are safety constraints.

[50:23]And say, "Okay, you know, don't hurt [50:24]anybody on the way, right?" And you [50:26]cannot specify this at a at an abstract [50:28]level, but you can have, you know, [50:30]low-level objective functions that [50:33]put together will guarantee that the [50:34]system will not be dangerous. Uh and the [50:37]system cannot violate those things by [50:39]construction. It will have to satisfy [50:41]those conditions. [50:42]Not the case for an LLM. The LLM can [50:44]always escape. There's a gap between [50:47]your training error and test error. [50:49]There's always going to be a prompt [50:50]where the system is going to do really [50:51]stupid things. To talk to one specific [50:53]space around LLMs, like, you know, I I [50:55]think you're obviously really excited [50:56]about LLMs in healthcare, and I think [50:57]you know, people have been using LLMs in [50:59]healthcare for for all sorts of things.

[51:00]And so, I'm curious how you think about [51:02]like the set of things where LLMs are [51:04]just not going to work in healthcare, [51:05]and you need like a [51:07]model that understands the world better. [51:09]So, uh I mean, designing a course of [51:11]treatment for a chronic disease, for [51:13]example, [51:14]or even a non-chronic disease, [51:17]uh for a particular patient, [51:19]uh which may not completely fit into, [51:22]you know, templates that you've observed [51:23]before. [51:24]But if you have a good mental model of [51:26]the [51:27]dynamics of the physiology of the [51:29]patient, then you might design a course [51:31]of treatment that will actually bring [51:33]the the patient to a good state. Yeah.

[51:35]Uh when I'm saying and when I'm saying a [51:36]patient, it can be [51:38]a cell. Okay, how do you tell [51:41]a a [51:43]stem cell [51:44]to turn into a [51:46]uh pancreas beta cell that produces [51:48]insulin. [51:49]Okay, you have a patient with type 1 [51:51]diabetes. [51:53]Um you know, they have [51:55]you know, their immune system basically, [51:57]you know, kind of [51:59]eats up their own beta cells, right? [52:01]It's autoimmune. [52:02]Um how do you keep making beta cells? [52:04]You know, can you send a message? Do you [52:06]have a a model of a of a human cell that [52:09]will allow you to figure out what [52:11]sequence of message you need to send to [52:14]uh a stem cell so that it turns into a a [52:16]beta cell. The less LLM-pilled camp and [52:18]the LLM-pilled camp talk past each [52:19]other, but it's like I think it's [52:21]actually very possible that both [52:23]what LLMs can do, which is maybe scaling [52:25]what a top doctor, the treatment you get [52:27]at like the top doctor or at the top [52:29]place, scaling that around the world, [52:30]like unbelievable potential impact of [52:32]that, right? If you're able to do that. [52:34]And then, you know, I think what you're [52:35]talking about, which is certainly still [52:36]on the come for for a lot of these [52:37]things, is okay, well, even better than [52:40]the top doctor. Like, how do you how do [52:41]you go do that? [52:42]>> more than just a top doctor, right? [52:43]Because I mean, what the LLM can do well [52:45]is [52:47]you know, it can it can sort of [52:48]regurgitate like knowledge that you can [52:50]read in books, mostly. [52:52]Um but if medicine was [52:55]only kind of [52:57]about accumulating [52:59]uh declarative language that declarative [53:02]knowledge that exist in books, [53:05]you can be a doctor by just reading [53:06]books. And you can be a doctor by [53:08]reading books. You have to do, you know, [53:09]residency and, you know, actually kind [53:12]of listen to the heart and like press on [53:14]the belly and things like that to, you [53:16]know, diagnose a disease or whatever it [53:18]is. Yeah, it's interesting. I'll I'll be [53:20]very curious to see whether LLMs [53:21]themselves can provide like, you know, [53:23]top-quality health care [53:25]globally. We'll have to we'll have to [53:25]check back in on that one. It seems it [53:27]seems like they're pretty pretty close. [53:28]You know, I definitely also want to hit [53:29]on your your time at Meta cuz you spent [53:30]over a decade building like one of the [53:32]most respected research labs in the [53:33]world. You know, obviously, you recently [53:35]left. As you reflect back on on the time [53:37]there, what do you think you got like [53:38]most right and most wrong in your time [53:40]running FAIR? So, the thing we got right [53:42]is [53:44]uh you know, building a a a top research [53:47]lab [53:48]that really sort of innovated, produced [53:51]a lot of the sort of basic [53:53]methods and science and tools like [53:54]PyTorch [53:56]um that are useful to the entire [53:57]industry, right? [53:59]>> [snorts] [53:59]>> Uh I mean, the entire industry is built [54:01]on PyTorch basically, except for a few [54:03]people at Google.

[54:04]>> [laughter] [54:05]>> And I think a a culture of [54:07]uh [54:08]you know, openness and and [54:11]and kind of you know, scientific process [54:14]which I think is is necessary for [54:17]breakthrough innovation. [54:19]Yeah. Um because you know, there there [54:21]is a lot of there's a whole chain of [54:23]innovation, right? You have blue sky [54:26]research [54:27]uh new concepts, a lot of that takes [54:29]place in universities, some of that [54:31]takes place in advanced research labs in [54:33]industry [54:35]which can be counted on the fingers of [54:36]one hand. [54:38]Uh [54:38]you know, Google is a good one, uh [54:40]you know, fair was a good one. [54:42]Hopefully, it will still be, I'm not [54:44]sure. [54:44]Um [54:46]and you know, a few others. Then you [54:48]have okay, this is a good idea, but [54:50]let's push it forward and see see if it [54:52]can be [54:53]uh made useful, but still at the [54:56]research level. In a in a sense of [54:59]we're not going to fool ourselves. We're [55:00]not going to try to just you know, find [55:04]a solution that just works for this [55:05]problem. We we're going to see if [55:08]this technique that we imagine or we [55:10]picked up from other people in the [55:12]community [55:13]can actually be pushed and and be be [55:16]made uh practical, not as a product, but [55:19]like we can show that it beats some [55:21]record on you know, some uh [55:24]task or benchmark. And then [55:26]the next stage is for the the company [55:29]that hosts the research lab to say, [55:30]"Okay, now we're going to push the [55:31]button [55:32]devote a you know, big engineering [55:34]effort to that uh to that vision and [55:37]push it forward. [55:39]That is where a lot of projects fail. [55:42]That's That's where a lot of companies [55:44]kind of fail to pick up. Meta was [55:46]actually pretty good at this, okay? But [55:49]far from perfect. [55:51]It was not like, you know, textbook [55:52]example of how you do it wrong, like, [55:54]you know, Xerox PARC like totally [55:56]missing out on, [55:57]>> Yeah. you know, you GUI interface and, [55:59]you know, mouse and windowing systems, [56:02]right? Meta was, you know, kind of [56:04]missed a few steps, essentially. And it [56:07]And it it's partly partly just [56:09]organizational. It's partly because [56:12]uh [56:13]you need a an organization that is [56:16]pretty close to research, but not [56:18]completely a product organization, to [56:20]take the relay [56:21]of, you know, pushing the technology a [56:23]little further. [56:25]Not making product with a 3-month [56:27]deadline, but like, you know, pushing [56:28]things. [56:30]And [56:31]we had that at one point. Yeah. At at at [56:34]Facebook and Meta. [56:35]Uh and then we lost it.

[56:38]And [56:39]FAIR was basically isolated within the [56:41]company, had lots of ideas that nobody [56:44]picked up on. And then in 2023, the [56:46]GenAI organization was created by [56:48]basically taking about 60 or 70 [56:52]scientists and engineers from FAIR, [56:54]right? Initially, and then it built up. [56:56]Um but then it was under so much [56:59]short-term pressure that basically that [57:01]organization, GenAI, didn't have time to [57:03]talk to FAIR. [57:05]And so, instead of [57:07]being at the forefront and innovating in [57:10]LLM, [57:11]uh GenAI basically had to focus on [57:14]short-term things and become very [57:15]conservative.

[57:17]And so, there was a gap, basically, in [57:18]periods of mismatch between research and [57:22]uh and the Is that kind of what happened [57:23]with Llama 4? Yeah. [57:25]Well, even with, you know, Llama 3, [57:27]starting with Llama 3. [57:29]So, Llama 1 was [57:31]a small project within fair. 2022 early [57:33]2023 GenAI was [57:36]created. The Lama people were basically [57:39]moved to GenAI. [57:41]They started working on Lama 2. And then [57:43]a bunch of them realized [57:45]like I could do a startup. [57:47]So that was the genesis of Mistral. [57:50]>> Yeah. Okay. Two of the [57:52]authors of [57:55]Lama 1 basically created Mistral with [57:57]another guy [57:58]from Google. And [58:01]and you know a few people kind of left [58:03]and sort of did other things. [58:05]This is not a kind of a happy time at uh [58:08]at Meta for various reasons. And so [58:10]there were you know a bunch of people [58:12]kind of left. And then the the the GenAI [58:15]organization was kind of took over [58:17]uh [58:18]Lama [58:20]2 to some extent and Lama 3 and 4 was [58:23]under so much short-term pressure that [58:25]they became very conservative.

[58:27]And you know it's a combination of what [58:30]is apparently of of the groups but but [58:32]like pressure from the leadership and [58:36]I mean there's many ways things can go [58:37]wrong and you can't blame anyone in [58:39]particular but [58:40]um but yeah that's kind of what [58:43]happened. [58:43]>> I mean it feels like a lot of these [58:44]organizations obviously are under [58:46]short-term pressure right now because [58:47]there's just a incredible race going on. [58:49]And so I'm curious like obviously this [58:51]this you know fair setup you had and [58:52]kind of there's similar one you know at [58:54]Google for for many years and certainly [58:56]many researchers running around Open AI [58:57]and Anthropic trying many different [58:58]things. Do you think like [59:01]that is still possible going forward or [59:03]like is the only you know is one of the [59:04]only paths to leave and and do your own [59:06]company or or you know are there still [59:08]places within the industry that you [59:10]think have this like original ethos of [59:12]fair even amidst the race that is race [59:14]dynamics that are happening? I think [59:15]there are a few places within Google [59:17]research and DeepMind that where where [59:19]people actually do research. [59:21]Um [59:22]but increasingly the industry has become [59:24]more kind of closed right? I mean Google [59:26]has certainly climbed up and, you know, [59:29]Meta and Fair even is kind of going a [59:31]bit in the same direction. There are [59:32]restrictions on publication now, like [59:35]more restrictions. [59:36]Uh and so, it's still less appealing for [59:39]people who really want to kind of do [59:41]breakthrough research and, you know, [59:43]they they don't get as much resources. [59:45]If they do something that is [59:47]relevant in medium term, they are told [59:49]not to talk about it. And and so, it's [59:51]it's not, you know, it's not a good [59:53]atmosphere, I think, for for [59:55]breakthrough. It's not conducive. You [59:57]you, you know, [59:58]I mean, basically, the get the best way [1:00:00]to get breakthrough research [1:00:03]of the type that, you know, you [1:00:05]we were getting it in the early days of [1:00:06]Fair and [1:00:08]uh you know, at Bell Labs in the good [1:00:09]days and Xerox PARC is you hire the best [1:00:12]people and those are people who have a [1:00:13]good nose to know what to work on, [1:00:16]what projects to kind of attack. [1:00:18]You give them the means to succeed and [1:00:21]you get the [ __ ] out of the way. All [1:00:23]right, pardon my French. [1:00:24]>> [laughter] [1:00:27]>> Yeah, I mean, I'm curious like what you, [1:00:28]you know, what impact it then ends up [1:00:29]having on the broader research [1:00:31]community. So, obviously, one of the [1:00:31]legacies of Fair is you trained, you [1:00:33]know, uh so many researchers, right? And [1:00:35]and like they're all throughout the [1:00:36]ecosystem. Um and it feels like now the [1:00:38]maybe equivalent to those people that [1:00:39]came in younger in their careers at [1:00:41]Fair, you know, they're joining these [1:00:42]these labs uh with maybe shorter term [1:00:45]priorities and focus. And I guess I'm [1:00:46]wondering like, you know, uh in this [1:00:48]current ecosystem where it feels like a [1:00:49]lot of younger people getting into the [1:00:51]field are thrust much more into these [1:00:53]like short-term dynamics. Does that [1:00:54]change anything about the way the the [1:00:56]ecosystem evolves? Well, I mean, the [1:00:58]people who tend to want to work with me [1:01:00]are generally people who [1:01:03]uh [1:01:04]you know, sufficiently crazy to do it, [1:01:06]first of all. [1:01:07]>> Very very fair. And uh or or, you know, [1:01:09]kind of subscribe to the the whole idea [1:01:11]that [1:01:12]uh in academia and during your PhD, you [1:01:15]should work on the next generation of [1:01:18]of AI system. You shouldn't work on the [1:01:19]current generation. Yeah. [1:01:21]>> Like if you work on an in in academia [1:01:23]now, it's incredibly boring. At least to [1:01:24]me it's boring. It's basically kind of [1:01:26]studying how how and why LLMs work and [1:01:30]explaining why they work or what their [1:01:32]limitations are. It's like descriptive [1:01:34]science. It's It's really not, you know, [1:01:36]kind of creative [1:01:37]very creative. Like, I I don't find that [1:01:40]particularly interesting. It's useful. [1:01:41]Yeah. Uh [1:01:43]And, you know, if you really want to [1:01:45]kind of show how to do new things with [1:01:47]LLMs, like [1:01:49]you're not going to have the GPUs you [1:01:50]need for that. So, like, forget that. [1:01:52]Like, don't work on LLM if if you're [1:01:54]doing a PhD. Like, there's no point. You [1:01:56]cannot contribute. How do you know it [1:01:57]was time to leave Meta? It sounds like [1:01:58]it was, you know, uh you know, you were [1:02:00]thinking through some of these things [1:02:01]over a period of time. You know, was [1:02:02]there a moment that it crystallized or [1:02:04]Well, it was a combination of things, [1:02:05]right? Uh So, first of all, you have to [1:02:07]understand uh a lot of people have like [1:02:10]completely wrong idea about what my role [1:02:12]at [1:02:13]uh Facebook and Meta was. So, I joined [1:02:15]in late 2013. Really kind of started [1:02:19]early 2014. The first 4 and 1/2 years, I [1:02:22]was director of FAIR. So, I built the [1:02:24]FAIR organization, [1:02:25]uh set up the culture, hired the key [1:02:27]people, [1:02:28]and and sort of managed it. [1:02:30]Um [1:02:32]And [1:02:33]after 4 and 1/2 years, I stepped down [1:02:35]from that uh role [1:02:38]for a number of reasons. I then I became [1:02:40]chief AI scientist. Okay, so [1:02:42]uh the the [1:02:44]the reason is uh [1:02:46]you know, I was [1:02:49]basically getting close to [1:02:52]um [1:02:53]turning 60.

[1:02:54]>> [laughter] [1:02:56]>> First of all, 58. And [1:02:58]uh [1:03:00]I just don't want to do management. [1:03:02]Okay. I mean, I was willing to do it for [1:03:04]a while to get the the organization [1:03:06]started, but I'm just not good at it. [1:03:08]It's not the thing I'm I'm more like a, [1:03:10]you know, [1:03:11]scientific or technical [1:03:13]visionary and engineer and scientist. [1:03:16]So, [1:03:17]uh [1:03:18]other people are much better at [1:03:19]management than I am. [1:03:20]>> [laughter] [1:03:20]>> So, I basically stepped down uh [1:03:22]you know, two other people uh Joelle [1:03:24]Pineau and uh Antoine Bordes basically [1:03:28]took over uh [1:03:29]the directorship of of FAIR. And I [1:03:32]became chief AI scientist. So, um [1:03:35]I was reporting to the CTO. [1:03:38]And uh [1:03:39]and [1:03:40]you know, had roles of [1:03:43]uh [1:03:45]you basically we're starting a research [1:03:46]project that I thought [1:03:48]was necessary because the ambition of [1:03:50]FAIR was always to build intelligent [1:03:52]systems. [1:03:53]Right? And I thought [1:03:55]you know, I put my own research in in [1:03:57]parentheses while I was running FAIR. I [1:03:59]just didn't didn't have the time. [1:04:01]And I thought it was important to [1:04:03]basically kind of [1:04:05]design the architecture of [1:04:08]of like human-level, [1:04:10]you know, [1:04:11]human-like AI systems. [1:04:14]Uh and [1:04:16]you know, I had come up with the [1:04:19]concept that this was going to be based [1:04:21]on self-supervised learning on on, you [1:04:23]know, prediction from [1:04:25]sensory signals like video, things like [1:04:27]that. I mean, this is these are old [1:04:28]ideas. [1:04:29]And uh and world models. I actually gave [1:04:32]a keynote at NeurIPS in 2016 [1:04:35]where I I said like this is the way AI [1:04:37]research should go like world models [1:04:38]predict, you know, consequences of your [1:04:40]actions and plan. And I said like, you [1:04:42]know, RL is not the thing that will take [1:04:45]us there cuz it's too inefficient. [1:04:47]Supervised learning has shown its [1:04:49]limits. And so, the future is [1:04:50]self-supervised learning and world [1:04:52]models. [1:04:53]So, how do we do self-supervised [1:04:54]learning and world models? And and I [1:04:56]started a few projects on this with like [1:04:58]a few avenues that didn't pan out. [1:05:00]Uh some projects on video prediction and [1:05:03]stuff like that. And uh and then came up [1:05:05]with this uh concept that you could [1:05:07]train self-supervised learning from [1:05:09]video. Um but you have to train the [1:05:11]system to make prediction in your [1:05:12]representation space. So, that's the [1:05:14]idea of JEPA. Yeah. And if you have [1:05:15]JEPA, you can turn it into a world model [1:05:17]by making it action conditioned, and [1:05:19]then you can use it for planning. So, I [1:05:21]had this idea around 2020, and in 2022, [1:05:23]I wrote a long vision paper. So, I said, [1:05:25]"I'm just going to write a paper with my [1:05:27]entire vision, okay? [1:05:29]Spill all my secrets like I don't care. [1:05:31]Uh, but maybe that will rally a bunch of [1:05:33]people to to that vision." [1:05:35]And boy, did it work. [1:05:37]>> [laughter] [1:05:38]>> Because not only did I [1:05:41]rally, you know, a bunch of students who [1:05:43]kind of came working with me at NYU or [1:05:45]in Paris because they wanted to work on [1:05:47]this, [1:05:48]but also a whole team at at at FAIR who [1:05:50]said like, [1:05:51]"This sounds great. That's what we want [1:05:52]to work on." And then Joel Pino [1:05:55]uh, said, "Well, maybe this should be [1:05:56]like a major mission of uh, [1:05:59]of of FAIR." Uh, we called it [1:06:01]advanced machine intelligence. Yeah. [1:06:03]That was the internal name of the [1:06:04]project. [1:06:05]>> Interesting. Okay. [1:06:06]>> And they let you leave with it. [1:06:08]And now it's the name of the company. [1:06:09]Um, and you know, Mark Zuckerberg, you [1:06:12]know, kind of [1:06:14]kind of read that paper and knew what it [1:06:16]was about and subscribed to the project. [1:06:18]And Andrew Bosworth, the CTO, also. [1:06:20]And uh, Mike Schroepfer, the uh, [1:06:23]previous CTO, [1:06:24]uh, Chris Cox, who was my my direct [1:06:27]manager, chief product officer, also [1:06:28]loved the idea. So, like, you know, [1:06:30]there was a lot of support in the [1:06:31]leadership uh, about this project that [1:06:34]we internally called AMI. [1:06:35]Uh, [1:06:37]and uh, and you know, and and [1:06:40]and it started [1:06:42]really kind of working uh, for for [1:06:45]video.

[1:06:47]But then, [1:06:48]you know, company kind of refocused all [1:06:50]of its effort on LLM. [1:06:52]Despite support from Mark and Andrew, [1:06:56]uh, [1:06:57]Bos, we call him Bos. Um, [1:07:00]you know, the all the layers below, [1:07:02]like, [1:07:03]didn't see the point, I think. And so, [1:07:06]politically, it sort of became a little [1:07:08]difficult. Uh the applications as I as I [1:07:11]said of [1:07:12]Japan world model are there are [1:07:14]applications in like, you know, wearable [1:07:16]agents and stuff like that, but and [1:07:18]robotics, but but Meta chose to get rid [1:07:21]of its entire robotics AI group um that [1:07:26]was led by Jitendra Malik who's now at [1:07:28]Amazon.

[1:07:29]And so, [1:07:31]you know, clearly it wasn't the right [1:07:33]environment anymore. Most of the [1:07:34]applications were in industry that Meta [1:07:36]had no interest in. Uh [1:07:39]FAIR was increasingly getting pressure [1:07:42]to kind of basically help MSL with uh [1:07:46]LLMs. [1:07:47]Um so, [1:07:49]yeah, you know, it it make clear it make [1:07:51]clear. And and that, you know, [1:07:54]sort of ramming uh worked really well [1:07:57]with investors, too, because [1:07:59]when I had to raise money for Emmy, [1:08:02]everybody knew my story. And you Anybody [1:08:04]knew, you know, many investors [1:08:07]um [1:08:08]you know, staff at various VCs that read [1:08:10]my paper and or had listened to my talks [1:08:13]and had bought my story. They were [1:08:14]realizing, you know, LLMs had [1:08:15]limitations and, you know, were kind of [1:08:20]interested by the idea of like building [1:08:22]the next generation AI systems. [1:08:24]>> I guess was was like the Scale [1:08:25]acquisition like part of this catalyst [1:08:26]of of like the pure LLM focus [1:08:28]internally? Yeah, definitely. I mean, [1:08:30]there's probably some, you know, other [1:08:31]reasons to it. I think, you know, maybe [1:08:34]um [1:08:35]uh [snorts] I don't have any sort of [1:08:36]inside information to comment on this, [1:08:38]but uh [1:08:39]it's possible that Mark sees in Alex [1:08:41]kind of a potential successor to [1:08:43]himself, like a younger version of [1:08:44]himself. Yeah, I feel like that like uh [1:08:47]a lot of the popular narrative or or, [1:08:49]you know, in the media has been like, [1:08:50]oh, like, you know, when Alex comes in, [1:08:52]it then gets harder to run like a [1:08:53]research organization. You know, I don't [1:08:54]know if that the extent you felt that or [1:08:56]>> Well, okay, so here is a big [1:08:58]misconception uh about my role, my [1:09:01]relation to Alex, and how AI was run at [1:09:04]Meta. [1:09:05]I had [1:09:06]zero [1:09:08]technical contribution to Llama, like [1:09:10]none whatsoever. My one contribution to [1:09:12]Llama [1:09:14]was to argue for open-sourcing Llama 2 [1:09:16]because there was a big internal debate [1:09:17]whether we should open-source. Like the [1:09:20]legal department was against it. [1:09:22]The policy department was [1:09:24]kind of against it. Uh [1:09:27]the comms department was for it. All the [1:09:29]engineering side was for it. Like Boz [1:09:32]was for it. [1:09:33]Uh so there were like enormous internal [1:09:35]discussions at a very high level, you [1:09:36]know, 40 people from Mark Zuckerberg [1:09:39]down every week for 2 hours [1:09:41]>> [laughter] [1:09:41]>> for months. So So really it was, you [1:09:45]know, kind of a a big debate internally, [1:09:47]and I really really you know, pushed um [1:09:50]argued for for the fact that uh [1:09:53]you know, and and Boz also was was very [1:09:55]vocal about it that [1:09:57]um [1:09:58]the uh [1:09:59]you know, [1:10:00]uh safety risks were basically [1:10:02]overblown. [1:10:03]Uh the opportunities to create an [1:10:05]industry were [1:10:07]extremely strong. Um [1:10:10]and that we were going to jump-start the [1:10:11]AI industry by open-sourcing Llama 2, [1:10:13]and in fact, that's exactly what [1:10:14]happened. So but I had zero contribution [1:10:18]to to Llama [1:10:19]positive or negative. Like I I didn't do [1:10:21]anything to stop it or slow it down or [1:10:22]anything. There was a lot of people [1:10:24]working on LLMs within FAIR, and it was [1:10:26]fine. [1:10:27]Uh [1:10:28]and I never said anything against it. [1:10:30]Okay. [1:10:31]Um [1:10:32]Other than saying this is not a path to [1:10:34]a human-level intelligence, but it's [1:10:35]fine. Uh [1:10:37]it's useful.

[1:10:38]>> [laughter] [1:10:39]>> Uh [1:10:40]You know, same thing for speech [1:10:41]recognition or translation, right? [1:10:43]Uh so [1:10:45]uh [1:10:46]and particularly since uh 2018 when I [1:10:48]stepped down from being director of [1:10:50]FAIR, [1:10:51]uh I didn't have any direct influence on [1:10:54]what people were working on other than [1:10:57]you know, basically you publishing my my [1:10:59]vision and then rallying people [1:11:02]uh around [1:11:03]uh around my project, but [1:11:06]you know, they they were working with me [1:11:07]because they wanted not because I was [1:11:08]their boss. I wasn't telling them to [1:11:10]work with me. [1:11:12]Um [1:11:13]and so [1:11:14]um [1:11:16]so I had no positive or negative [1:11:17]influence on LLM.

[1:11:19]>> [laughter] [1:11:20]>> Within [1:11:21]within Meta. [1:11:22]Uh [1:11:23]uh and uh I had some influence on the [1:11:25]strategy, but it was more like the [1:11:27]long-term and and like how how you [1:11:29]maintain a research lab and things like [1:11:30]this. And in the last uh year, you know, [1:11:33]I mean, starting maybe early '24 [1:11:36]uh and certainly in '25, the the the way [1:11:40]FAIR was kind of [1:11:42]the direction in which it was moved and [1:11:44]managed basically did not correspond to [1:11:46]what I thought was necessary to preserve [1:11:49]um [1:11:51]you know, innovation, research, and [1:11:52]breakthrough and preserve the good [1:11:54]people. Like a lot of good people have [1:11:56]left already. Yeah. And I guess a lot [1:11:58]of, you know, it probably was harder to [1:11:59]get people to work on the stuff you were [1:12:01]working on internally and and I'm sure [1:12:02]there's pressure for your you yourself [1:12:03]to work on a lot of the LLM stuff. Yeah. [1:12:06]Yeah. No, but a lot of other people also [1:12:08]have left, right? No, it's it's it's [1:12:10]fascinating. I mean, one thing I'm [1:12:11]struck by throughout our whole [1:12:11]conversation is I feel like you're [1:12:13]you've like had a remarkably consistent [1:12:15]point of view like, you know, on the [1:12:17]in the space like FAIR for a long time [1:12:19]and you can go back to your, you know, [1:12:21]to a bunch of the earlier talks you [1:12:22]referenced. [1:12:23]You know, obviously it is a fast-moving [1:12:24]space and and a ton of interesting [1:12:26]things have happened in the last year. [1:12:28]What's like one thing you've changed [1:12:29]your mind on in the last year? I mean, [1:12:30]the whole idea of uh [1:12:32]what we used to call unsupervised [1:12:33]learning that we now call [1:12:34]self-supervised learning. [1:12:36]Uh you know, until about [1:12:38]2003, the whole idea of [1:12:41]unsupervised pre-training [1:12:43]where you get a good representation for [1:12:46]the input data and then you either [1:12:48]fine-tune the the model with a little [1:12:50]bit of supervised labeled data. And it [1:12:53]sort of give us, you know, some evidence [1:12:55]that this whole technique could work. I [1:12:56]tried to apply this to video because [1:12:59]ultimately what I wanted to do is [1:13:01]train a system to understand how the [1:13:02]world works by just [1:13:04]watching the world go by, right? I mean, [1:13:06]that's the basic idea. [1:13:08]Uh and sort of started to argue for this [1:13:10]in the sort of [1:13:12]you know, early 2010s. [1:13:14]Um [1:13:15]did some some work on [1:13:17]simple video prediction. We didn't have [1:13:19]GPUs. Okay. Um [1:13:22]and uh [1:13:24]and then sort of doing this more [1:13:25]seriously about after the creation of [1:13:27]fair [1:13:28]um by doing pixel level video prediction [1:13:32]realizing that wasn't working. Uh but [1:13:34]then arguing for self-supervised [1:13:35]learning. Okay, this whole idea of like [1:13:37]training a system generically not to [1:13:39]solve a task but to basically just [1:13:41]predict and then using the [1:13:42]representation that is learned this way [1:13:44]as input to a downstream task that you [1:13:47]can train supervised or reinforcement or [1:13:49]whatever. [1:13:50]Uh so this that was a bit of the topic [1:13:52]of my [1:13:53]second half of my keynote at [1:13:55]at NIPS in 2016. It was still called [1:13:57]NIPS at the time. [1:13:58]>> Yeah, of course. in 2016. And then I I [1:14:01]kept kind of, you know, kind of pushing [1:14:02]for this idea and tried to kind of [1:14:04]discover some methods to to get that to [1:14:06]work. And [1:14:08]what surprised me is that that became [1:14:10]incredibly successful but not for video, [1:14:12]for language. [1:14:13]LLMs basically are [1:14:16]a a [1:14:18]blindingly successful example of [1:14:21]self-supervised learning. [1:14:23]>> No, that that they are. Well, I feel [1:14:25]like that's a that's almost like the [1:14:25]perfect note to end on but I want to [1:14:27]make sure to leave the last word to you.

[1:14:29]Um I feel like there's I mean, all our [1:14:30]listeners are are very familiar with you [1:14:32]but I want to at least give you the mic [1:14:33]to point them to anything that you think [1:14:35]they should they should check out with [1:14:36]some of the new stuff you're doing or I [1:14:37]don't know, any of your your work you [1:14:39]want to point to. [1:14:40]The mic is yours. Okay, let me tell you [1:14:43]um [1:14:44]one thing, an LLM [1:14:46]works because when you have a sequence [1:14:48]of discrete symbols, making predictions [1:14:51]is easy. [1:14:52]There's only a finite number of possible [1:14:54]symbols in your language. [1:14:57]100,000 possible tokens or something [1:14:58]like that, right? And you can [1:15:00]have your neural net produce a a [1:15:02]probability distribution over all [1:15:04]possible uh tokens, and then you can [1:15:07]sample from that distribution, shift the [1:15:09]token into the input, and then produce [1:15:10]the next token, and you can do auto [1:15:12]aggressive prediction. Okay, so that's a [1:15:14]special case. If you have the real [1:15:15]world, you can't use a generative model. [1:15:17]So now you have to train a system that [1:15:19]learns a representation and makes [1:15:20]prediction in the representation space. [1:15:22]There's a big issue with this, which I [1:15:24]didn't think until about 5 years ago [1:15:26]that was [1:15:28]easily solvable, [1:15:30]even though I invented one taking to [1:15:31]solve it, [1:15:32]yeah, you know, decades before that. [1:15:35]Uh and it's a problem that [1:15:37]um [1:15:39]if you take two inputs, let's say the [1:15:41]initial segment of a video and the [1:15:42]continuation of that video, or you take [1:15:45]one image and a corrupted version of it, [1:15:47]you run them both through an encoder, [1:15:49]and you train a predictor to predict the [1:15:51]representation of one from the [1:15:52]representation of the other. [1:15:54]There's a very simple solution [1:15:56]where the system basically predicts a [1:15:58]constant representation, and now the [1:15:59]prediction problem becomes trivial. [1:16:01]That's called a collapse. [1:16:03]Representation collapse. [1:16:05]So the big question of self-supervised [1:16:07]learning for Jappa, for the joint [1:16:08]embedding architecture, is how do you [1:16:09]prevent collapse? Yeah. The solution [1:16:11]that uh I came up with many years ago, [1:16:15]1993, is uh contrastive learning. [1:16:18]So basically you have [1:16:20]examples of things that should be [1:16:22]predictable from one another, and then [1:16:23]an example of things that should not be [1:16:25]predictable from one another. [1:16:26]Uh it turns out this method works, but [1:16:29]uh [1:16:30]it doesn't scale with dimension. It [1:16:32]doesn't scale very well. [1:16:34]Um there's another technique that was [1:16:35]actually invented by uh [1:16:38]Jeff Hinton and Subbiah Ecker in the [1:16:40]late '90s, late '80s, I'm sorry. Uh [1:16:44]where you have those two networks and [1:16:45]you try to maximize the mutual [1:16:46]information between them. [1:16:48]Uh [1:16:49]Jürgen Schmidhuber is mad at me because [1:16:50]he also came up with a version of this [1:16:52][laughter] [1:16:53]in 1992 [1:16:55]and he says that's JEPA. It's not JEPA. [1:16:57]It's just another way of preventing [1:16:58]collapse of a joint embedding [1:17:00]architecture. Okay. [1:17:01]Uh [1:17:03]>> [snorts] [1:17:03]>> which is [1:17:04]fine, but it's not [1:17:06]you know, it's a particular way of doing [1:17:08]it which I I don't think it's [1:17:09]particularly good. Um so [1:17:13]um [1:17:15]Okay. So, now you have the JEPA [1:17:16]architecture. You have to come up with a [1:17:17]good way of preventing collapse. [1:17:19]And there is a couple ways. So, as [1:17:22]already said, contrastive methods I [1:17:24]think is not a good uh a good approach. [1:17:27]Uh [1:17:27]there's another set of methods that are [1:17:29]kind of [1:17:30]called distillation methods. [1:17:33]And they do prevent collapse. We we [1:17:35]don't know why. [1:17:36]So, a good example of that is uh DINO or [1:17:39]DINo. Yep. Um that's a joint embedding [1:17:42]method using the distillation method. [1:17:44]Basically, one of the encoders trains [1:17:45]the other one is like used as a [1:17:48]teacher for the other encoder.

[1:17:50]Uh [1:17:51]and the encoder that is being trained, [1:17:53]you do backprop to it. The one that is [1:17:55]not being trained, you don't do [1:17:56]backprop, but you share the weight with [1:17:58]the other one with some exponential [1:17:59]moving average. [1:18:00]It's a collection recipe. There was a a [1:18:02]paper from from DeepMind about it called [1:18:04]BYOL, Bootstrap Your Own Latent, which [1:18:06]uses this trick. That trick is derived [1:18:08]from some intuition from reinforcement [1:18:10]learning. And somehow it prevents [1:18:12]collapse, but we don't know why. Okay. [1:18:14]There's a few theoretical papers on it [1:18:16]that explain why it [1:18:19]possibly might work in some simple [1:18:20]cases, but it's not satisfactory. Uh [1:18:25]the function the cost function you think [1:18:26]you're minimizing, you're not actually [1:18:28]minimizing and so you can't monitor. [1:18:30]It actually goes up when you train. It [1:18:32]makes sense. So, we don't like this [1:18:34]method, but it works. [1:18:36]And some of the models we've trained, [1:18:38]large scale video representation [1:18:40]learning system, VJPA, VJPA2, VJPA2.1, [1:18:44]they train using this method. [1:18:46]Uh I Jepa also. [1:18:48]But we're moving away from this and now [1:18:49]we have uh [1:18:51]a few papers that came out recently on [1:18:54]a a specific regularizer to prevent this [1:18:57]collapse, which basically tries to [1:18:58]maximize the information content coming [1:19:00]out of the encoder. So, it's in the same [1:19:02]family as the Becker and Hinton from '89 [1:19:06]and the Schmidhuber 1992 and a bunch of [1:19:09]others since then. And to some extent [1:19:11]also contrastive techniques also it's [1:19:12]not although it's not simple [1:19:14]contrastive. [1:19:15]Um [1:19:17]And then the question is how do you [1:19:18]measure information content? How do you [1:19:19]maximize [1:19:21]the information content coming out of a [1:19:23]neural net? [1:19:24]And the problem is if you want to [1:19:25]maximize the quantity, you [1:19:27]either need to be able to measure it or [1:19:29]you need to have a lower bound on it. [1:19:31]Yeah. [1:19:32]Uh information content, we only have [1:19:33]upper bounds. [1:19:35]We cannot measure it. We can only come [1:19:37]up with upper bounds. And so, we take an [1:19:39]upper bound and we cross our fingers. [1:19:41]Okay. And it kind of works. So, the [1:19:43]latest one is called SigReg. [1:19:46]That means sketch as isotropic Gaussian [1:19:50]regularization. [1:19:51]We had a previous one called [1:19:54]VCReg or VICReg, variance invariance [1:19:56]covariance regularization. [1:19:59]Um [1:20:00]And the SigReg stuff is really cool. [1:20:02]Um so, this is some work by [1:20:04]uh [1:20:05]Randall Balestriero who's uh was a [1:20:07]postdoc with me. He's [1:20:08]he's a [1:20:09]assistant professor at Brown [1:20:11]uh now. And uh it basically consists in [1:20:14]forcing the distribution of variables [1:20:17]coming out of the encoder to be [1:20:19]uh joint Gaussian essentially. So, [1:20:21]maximizing information if you want. It's [1:20:24]just a very different way of doing it [1:20:25]than, you know, what what Jürgen [1:20:27]Schmidhuber [1:20:28]>> [laughter] [1:20:29]>> and Subbarao and and Jeff Hinton were [1:20:31]doing. [1:20:32]Um [1:20:33]And so uh uh [1:20:35]This this is super promising in my [1:20:36]opinion and we have you know variations [1:20:38]of it, you know, when that we can [1:20:39]produce sparse representations. [1:20:42]Another one that can produce uh [1:20:44]uh anisotropic representations but not [1:20:46]necessarily Gaussians. And we have uh [1:20:48]uh a paper with Randall [1:20:51]uh and student at at Mila uh Luca Mice [1:20:55]that [1:20:57]where we train a world model with this.

[1:20:58]It's still small scale. [1:21:00]But we think it's super promising. So if [1:21:03]you want to [1:21:05]read one paper [1:21:06]read that paper. It's Le World Model l e [1:21:09]world model. Awesome. I'll definitely [1:21:10]link to it, too. Yeah. I'm I'm not [1:21:12]responsible for the name. Randall [1:21:13][laughter] picked up the name. [1:21:15]Amazing. Well, Jan, seriously, thank you [1:21:16]so much. It is such a privilege to get [1:21:18]to spend the last bit of time with you [1:21:21]and really appreciate you coming on the [1:21:23]podcast. Thanks for having me, though. [1:21:24]It's fun. I'm Jacob Effron and this has [1:21:26]been unsupervised learning. A podcast [1:21:28]where I get to talk to the smartest [1:21:29]people on AI and ask them tons of [1:21:32]questions about what's happening with [1:21:33]models and what it means for businesses [1:21:35]in the world. As I hope is clear, I have [1:21:36]a ton of fun doing this. It's a nights [1:21:38]and weekends project in addition to my [1:21:40]day job as an investor at Red Point, but [1:21:42]our ability to get these incredible [1:21:43]guests on really comes from folks like [1:21:46]you subscribing to the podcast, sharing [1:21:47]it with friends. It's really what [1:21:49]ultimately makes this whole thing work. [1:21:50]And so please consider doing that and [1:21:52]thank you so much for your support and [1:21:53]listening. We'll see you next episode.

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