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Daily Tech Newsletter - 2025-11-19

Yann LeCun's Departure from Meta and New AI Startup

Yann LeCun, Meta's Chief AI Scientist and a pioneer in deep learning, is reportedly leaving to launch his own AI startup, driven by dissatisfaction with Meta's policies, restructuring that diminished his research group's influence, and political disagreements. He is also a vocal critic of the industry's over-reliance on large language models (LLMs) and plans to explore alternative AI approaches, potentially centered around his Joint Embedding Predictive Architecture (JEPA), which emphasizes learning through observation of the physical world for reasoning and planning.

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The Threat of AI-Generated Video and Societal Trust

The article discusses the dangers posed by increasingly realistic AI-generated video (deepfakes) produced by models like Google’s Nano Banana 2. It argues that these technologies undermine societal trust by making it nearly impossible to distinguish real from fake, creating opportunities for misinformation and a breakdown of social cohesion. While the article proposes making AI video illegal, it also acknowledges potential downsides, such as empowering corrupt individuals to dismiss genuine video evidence as deepfakes.

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Soaring Electricity Prices Driven by Increased Demand

Electricity prices in the U.S. have risen sharply, significantly outpacing inflation, fueled by increased demand from AI data centers, the retirement of older power plants, and higher natural gas prices. This is impacting consumers and becoming a political issue. Utilities are planning trillion-dollar investments in new power supplies and grid resilience, raising concerns about how these costs will be allocated, particularly in relation to potential subsidies for data centers at the expense of residential customers. Mitigating strategies include managing electricity consumption during peak demand.

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OpenAI's Planned $1 Trillion Infrastructure Expansion and Loan Guarantees

OpenAI is seeking US government support in the form of loan guarantees to fund a significant AI infrastructure buildout potentially exceeding $1 trillion. This move is intended to attract broader funding by lowering borrowing costs and expanding access to credit markets.

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