AMI Labs 創設者、AI を AGI と呼ばない理由

While the rest of the AI industry races to label its work as “AGI” or “superintelligence,” Alexandre LeBrun, the CEO of Yann LeCun’s world model startup, AMI Labs, avoids the terms altogether. Lebrun said in an interview with TechCrunch that the company doesn’t use terms like “AGI” or “superintelligence” at all.

“We never used the word AGI. And I just noticed that nobody is using it anymore; they switched to superintelligence,” he said. “Next time we’ll switch to something else.” He isn’t sold on the new label either. “There’s no good definition. What is superintelligence? I don’t know. It’s not a very useful word.”

It’s a pointed stance from a founder sitting at the center of AI’s newest race.

TechCrunch talked to LeBrun while he was in Seoul last week for The International Conference on Machine Learning, where he was scouting for local industrial partners, global companies, and researchers. AMI Labs is still pre-product, but it’s already courting robotics, manufacturing, and electronics players. A world model, which incorporates physics to predict and work with the real world, needs to prove itself outside the lab, LeBrun explained.

One area where world models are expected to have a large impact is robotics. For now, robots are just running fixed routines, “completely static,” and AI remains “really dumb in the physical world,” LeBrun said.

Even when AI can merely make robots “aware of the context” that would mark “a very big difference for the world.” Such context-aware AI would have been useful, for example, in preventing a robot that was dancing and doing kung fu at a public event from approaching and kicking a child. “The hardware is very advanced; progress in hardware in the last few months is incredible, but there’s no brain.”

A large language model (LLM) predicts the next word or text, and a world model predicts the next state. Nudge a glass off the table, and you already know it will tip and spill; that’s the intuition a world model is meant to capture: predicting the next state of the world, LeBrun explained.

He isn’t claiming world models are better than LLMs, which are “complementary, not replaceable” when it comes to AI systems that understand the physical world, LeBrun said. Drawing a parallel to the human brain’s distinct language and reasoning functions, he added that LLMs will remain the most efficient tools for processing language while world models will provide context and real-world understanding.

Almost every industry that “touches the real world” could eventually make use of robotics based on world models, LeBrun said, arguing that physical environments remain where LLMs are weakest.

A factory robot repeating the same motion works well enough today, he said. The challenge begins when “you take your robot outside into a more open environment, in your household, or in the street,” where it must understand its surroundings and operate safely. “Robots are not safe right now,” he said. “There’s no solution for that today.”

Healthcare offers a more personal example for LeBrun, whose previous company was Nabla, an AI health startup. He likened today’s AI systems to a doctor trained only on textbooks and without a residency. LLMs may be useful in medicine, he said, but they cover “only 1% of healthcare.” The rest depends on real-world experience.

But a world model, LeBrun said, can’t be built inside a lab. To train on reality, AMI needs real environments and close partners, according to the CEO. “We need access to the real world,” and it’s “easier for us to do that with partners.” That is part of what pulls him toward Asia, where the robots, chips, and factories actually are.

LeBrun won’t spell out a full Asia strategy yet. “It’s too early,” he said. But the pull toward South Korea comes down to two things. First, Korea has advanced industries in robotics, semiconductors, and manufacturing; the hardware-heavy sectors that the first wave of AI barely touched.

The second attraction is speed. LeBrun pointed to Korea’s national plan to pour money into AI and its track record as an early adopter. “Korea was the fastest adopter of the internet 25 years ago,” he said. It’s that combination, a deep industrial base plus a willingness to embrace AI fast, that he calls “unique,” and the reason “we want to be here from day one.”

“I’ve been telling Alex and the team to come to Korea,” JP Lee, the CEO of SBVA and one of AMI’s backers in Asia, told TechCrunch.

The government has done “a tremendous job” funding local sovereign LLM models, Lee said, and those already work “well enough” for general-purpose tasks, but he’s pushing for Korea to keep investing in physical AI, too. He points to Seoul’s June plan to mobilize some $880 billion for chips, AI data centers, and physical AI, as one of its three declared pillars: “They should coexist.”

Korea’s value to foreign firms, Lee argued, isn’t only in hardware. Local developers are quick to adopt and adapt new tools, a pattern that has produced homegrown internet players like Naver and Kakao.

For all the star power and the billion-dollar check, AMI has nothing to sell yet. The startup, co-founded by Turing Award winner Yann LeCun after he left Meta, raised $1.03 billion in March at a $3.5 billion pre-money valuation. There’s no product yet, and no timeline he’ll commit to. “We’ll make a surprise when we’re ready,” LeBrun said.

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