The debate over AI capex spending
December 23, 2025 • 2m 24s
Carl Quintanilla (News Anchor)
00:02.790
two
of
the
world
's
top
AI
scientists
now
in
this
heated
public
debate
over
the
state
of
the
technology
disagreeing
on
whether
it
can
ever
be
as
smart
as
humans
or
if
we
need
a
new
type
of
AI
entirely
our
dear
debose
is
digging
into
that
in
today's
tech
check
morning
dee
Deirdre Bosa (Business News TechCheck Anchor)
00:19.550
hey
good
morning
carl
so
at
its
core
this
debate
is
really
about
whether
the
current
AI
build
out
actually
pays
off
galician
is
one
of
the
most
influential
and
one
of
the
most
controversial
minds
in
AI
a
pioneer
of
modern
neural
networks
turing
award
winner
and
until
recently
Deirdre Bosa (Business News TechCheck Anchor)
00:34.790
meta
's
chief
AI
scientist
now
he's
been
openly
pushing
back
against
the
dominant
narrative
in
AI
that
bigger
models
and
more
data
lead
to
general
intelligence
his
comments
in
a
recent
interview
have
poured
gas
on
a
debate
that
has
been
quietly
brewing
for
months
Yann LeCun (Founder)
00:52.770
there
is
no
such
thing
as
general
intelligence
this
concept
makes
absolutely
no
sense
human
intelligence
is
super
specialized
this
concept
of
general
intelligence
is
complete
BS
now
Deirdre Bosa (Business News TechCheck Anchor)
01:07.620
he's
calling
into
question
the
entire
assumption
behind
the
industries
capex
bet
trillions
of
dollars
being
spent
on
chip
data
centers
power
all
on
the
idea
that
scale
eventually
unlocks
general
intelligence
which
unlocks
a
surge
in
economic
output
instead
he's
developing
world
Deirdre Bosa (Business News TechCheck Anchor)
01:23.940
models
which
requires
all
different
approach
less
about
raw
scale
more
about
teaching
machines
how
the
world
actually
works
now
enter
damas
hassabas
founder
of
deep
mind
noble
winning
scientist
running
AI
at
google
publicly
pushing
back
saying
jan
is
just
plain
incorrect
here
he
Deirdre Bosa (Business News TechCheck Anchor)
01:41.070
argues
that
today's
models
are
already
on
the
right
track
in
the
scale
not
a
reset
is
what
gets
you
there
now
elon
musk
he
has
also
weighed
in
saying
dennis
is
right
now
you
can
see
the
split
and
how
they're
spending
and
raising
money
lacun
is
reportedly
targeting
a
valuation
of
Deirdre Bosa (Business News TechCheck Anchor)
01:56.830
his
for
his
new
startup
of
three
and
a
half
billion
dollars
all
on
the
premise
that
real
breakthroughs
come
from
a
whole
new
architecture
world
models
hassabis
musk
altman
two
by
the
way
they're
doubling
down
on
scale
and
underpinning
demand
for
chips
cloud
capbacks
the
energy
Deirdre Bosa (Business News TechCheck Anchor)
02:11.550
buildup
behind
a
i
if
they're
right
this
is
what
it
comes
down
to
if
they're
right
the
trade
that
has
been
working
keeps
working
but
if
lacuna
is
right
a
lot
of
today's
capex
looks
premature
and
payoff
gets
pushed
out
guys
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