Comment by HarHarVeryFunny

Technology know-how spreads rapidly, so no need to be first. Look how fast Google caught up with Gemini when they chose to, or how fast X.ai developed Grok.

Maybe it's cheap insurance to invest in, say, LeCun just in case JEPA or the animal intelligence approach takes off, but if it does show significant signs of progress there'd also be opportunity to invest later, or in one of the dozen copycats that will emerge. In the end it'll be the giants like Google and Microsoft that will win.