Are AI startups just GTM for OpenAI? Moats, margins, and moves
What Changed and Why It Matters AI startups rode an API wave. Many launched as thin wrappers on foundation models from OpenAI, Anthropic, and Google. The result: fast demos, fragile…
Accelerators are done with AI wrappers: what gets funded now
What Changed and Why It Matters Accelerators have shifted from “more demos” to “fewer, deeper bets.” The new filter is simple: defensibility over demos. The signal this week: Google and…
Yann LeCun, executive chairman of AMI Labs, at the AI Impact Summit in New Delhi, India, on Thursday, Feb. 19, 2026. India kicked off one of the world's largest artificial intelligence summits this week as Prime Minister Narendra Modi seeks to make the country an AI hub amid intense competition to develop frontier models. Photographer: Ruhani Kaur/Bloomberg via Getty Images
Yann LeCun’s $1B AMI Labs bet on world models—beyond LLMs
What Changed and Why It Matters Yann LeCun just left Meta and raised $1.03B to build AMI Labs in Paris. The thesis: “world models” will unlock agents that understand and…