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Google’s $80 billion raise became a fight over AI’s real economics: revolution, hype, or both. The speakers argue over capex, adoption, and who captures the next layer of value.

LeCun explains why he sees LLMs as a dead end for general intelligence and is betting on world models, Tapestry, and more local AI.

OpenAI misses targets, big tech raises capex, and AI’s real limit becomes energy, not enthusiasm.