Meta’s Top AI Scientist Ditches Zuckerberg to Build His Own Startup

Nov 12, 2025

∙ Paid

Welcome back to 4IR. Here’s today’s lineup:

Meta’s top AI scientist ditches Zuckerberg to build his own startup---the Turing Award winner who founded FAIR is out - Yann LeCun is leaving Meta after getting reorganized under the former Scale AI CEO, planning to raise funds for a world models startup while Meta scrambles to compete with OpenAI
SoftBank dumps $5.8B in Nvidia shares to go all-in on OpenAI---yes, they did this before - Masayoshi Son sells his entire Nvidia position for the second time (missed $150B last round) to bankroll a $30B+ OpenAI bet, sending AI bubble fears into overdrive
CoreWeave posts monster growth then immediately crashes 15%---investors smell trouble - Revenue surges 134% and backlog hits $55B, but guidance cut and collapsing margins send the stock into freefall as reality checks the AI infrastructure boom

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