10.3亿美元，杨立昆融了欧洲最大一笔种子轮，他要把产品卖回Meta

极客公园03-10

本文来自微信公众号：极客公园，作者：桦林舞王，编辑：靖宇，原文标题：《10.3 亿美元！杨立昆融了欧洲最大一笔种子轮，他要把产品卖回 Meta》教父终于有机会证明，为什么LLM是死胡同了。当地时间3月9日，“AI教父”杨立昆（Yann LeCun）的新公司AMI Labs（先进机器智能实验室），正式宣布完成10.3亿美元融资，估值35亿美元——这也是欧洲史上最大的种子轮。投资人包括英伟达、贝索斯...

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亿美元！杨立昆融了欧洲最大一笔种子轮，他要把产品卖回 Meta》教父终于有机会证明，为什么LLM是死胡同了。当地时间3月9日，“AI教父”杨立昆（Yann LeCun）的新公司AMI Labs（先进机器智能实验室），正式宣布完成10.3亿美元融资，估值35亿美元——这也是欧洲史上最大的种子轮。投资人包括英伟达、贝索斯家族投资机构、新加坡淡马锡，以及万维网之父Tim Berners-Lee、前谷歌CEO Eric Schmidt等一批重量级个人投资者。这是一个很有意思的名单。押注他的人，同时也是这场他要“颠覆”的AI浪潮的最大受益者。01从“偏执狂”到“创业者”过去几年，如果你在AI圈混，大概率见过杨立昆在X上吵架。他是2018年图灵奖得主，卷积神经网络（CNN）的奠基人之一，在Meta担任首席AI科学家整整12年。但他在圈子里最出名的标签，不是这些头衔，而是：他坚持认为，以ChatGPT为代表的大语言模型（LLM）根本走不到AGI，是一条死路。这话他不是说一两次了。从学术论坛到Twitter，他一次次抛出同一个判断：LLM不理解物理世界，无法真正推理，靠scaling堆算力注定有天花板。圈子里有人认同他，更多人觉得他固执——毕竟OpenAI、Anthropic、Google都在LLM上狂奔，估值一路飙，哪里看起来像是死路？2025年11月，他宣布即将离开Meta。2025年12月，他在LinkedIn上确认了新公司：AMI Labs，由他担任执行董事长，CEO是他从法国健康科技公司Nabla挖来的Alexandre LeBrun（亚历克斯·勒布伦）。公司落地巴黎，定位明确：押注世界模型，不做LLM。当时披露的计划是融资5亿欧元、估值30亿欧元。三个月后，实际落地数字是10.3亿美元、估值35亿美元——超出预期。02世界模型，到底在“赌”什么要理解这笔钱押注在哪里，得先搞清楚世界模型（World Models）和LLM的区别。一个粗糙但有用的类比：LLM是读了海量书本之后学会说话的AI，世界模型是在真实世界里跌打滚爬之后学会行动的AI。LLM的训练数据是文本——大量文本。它学会了语言模式，学会了“哪个词经常跟哪个词连在一起”，但它从未真正理解过“苹果落下来是因为重力”“这条路堵死了就得绕行”这类物理因果逻辑。给它看再多文字，它也不会真的“懂”一个球被扔出去会落在哪里。世界模型的训练数据来自真实物理世界的感官输入——摄像头、传感器、触觉、运动数据。它的目标不是预测下一个词，而是预测“如果我做了这件事，接下来世界会变成什么样”。这种能力，恰好是机器人、具身智能、自动驾驶最核心的需求。杨立昆打过一个比方：一个婴儿几个月内就能理解物体永久性、重力、因果关系。但LLM喂了几万亿个token，依然做不到这些。问题不在于参数不够多，而在于训练方式从根上就不对。03“Meta可能是我们的第一个客户”融资名单里有一个细节值得停下来看：英伟达参与了这轮投资。英伟达是这轮LLM浪潮最大的赢家，卖铲子卖到市值一度超过3万亿美元。它同时押注一家坚持“LLM路线有问题”的公司，说明它在对冲——也说明它相信物理世界AI是下一个真实的大市场。杨立昆在接受MIT Technology Review采访时说了一句耐人寻味的话：“我们的工作和Meta不是直接竞争。Meta专注生成式AI和LLM，我们专注物理世界的世界模型。Meta可能是我们的第一个客户。”这个表态很聪明。AMI Labs官网上的宣言｜图片来源：AMI LabsAMI Labs不是在说“我要替代ChatGPT”，而是在说“LLM覆盖不了的地方，我们来做”。两条路线在当下并不直接冲突，这也是为什么这轮融资能拿到如此多跨阵营的支持。当然，这个赛道并不是AMI Labs一家在跑。李飞飞的World Labs估值已到50亿美元，专注物理世界的视觉推理；Google DeepMind的Genie 3项目，在实时模拟3D世界上也有进展。2026年，世界模型正在从一个研究方向，变成一条真实的创业赛道。有一个历史细节值得放在这里：当年深度学习沉寂多年，是杨立昆和Hinton、Bengio三个人顶着“神经网络没用”的主流嘲笑坚持推进，才有了今天整个AI行业的爆发。那时候他也是“异见者”，也有人觉得他固执。不是说历史一定会重演。但现在他的身份变了——从“说话的批评者”变成“真金白银下注的创业者”。辞掉Meta首席AI科学家的职位，拿出10亿美元，找来贝索斯、英伟达、Eric Schmidt一起押注。这不再是一句“LLM是死路”的推文，这是他的正式答案。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; 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