# Yann LeCun 警告 OpenAI、Anthropic 等 AI 实验室若不降本提价将面临"大泡沫爆炸"

- 来源：The Decoder：AI News（RSS）
- 作者：Matthias Bastian
- 发布时间：2026-06-18 21:35
- AIHOT 分数：48
- AIHOT 链接：https://aihot.virxact.com/items/cmqjk6ng60483slmhxzysnkl0
- 原文链接：https://the-decoder.com/yann-lecun-warns-ai-labs-like-openai-and-anthropic-face-a-big-bubble-explosion

## AI 摘要

AMI Labs 创始人 Yann LeCun 告诉 CNBC，如果 OpenAI、Anthropic 等 AI 实验室不降低成本或提高价格，将面临“大泡沫爆炸”。他指出 AI 服务价格持续攀升，但运营成本下降不够快，所有公司都在亏损，投资者实际上在补贴使用。OpenAI CEO Sam Altman 近期也称企业 AI 成本是“巨大问题”。LeCun 还称 Elon Musk 的 xAI 是“一种失败”，创始团队已离职，Musk 几乎无法招募顶尖人才，预计 xAI 无法与 OpenAI 或 Anthropic 竞争。LeCun 本人正推动“世界模型”，其公司 AMI Labs 已在三月为此融资 10 亿美元。

## 正文

Yann LeCun warns AI labs like OpenAI and Anthropic face a "big bubble explosion"

Matthias Bastian View the LinkedIn Profile of Matthias Bastian

Jun 18, 2026

AI labs like OpenAI and Anthropic risk a "big bubble explosion" if they don't cut costs or raise prices, AMI Labs founder Yann LeCun told CNBC. Prices for AI services keep climbing, but operating costs aren't dropping fast enough, he said. According to him, all of these companies are losing money, and investors are effectively subsidizing usage. OpenAI CEO Sam Altman recently called AI costs for businesses a "huge issue" too.

LeCun also called Elon Musk's xAI "a kind of failure," pointing out that the founding team has left the company and Musk can barely recruit top talent anymore. He doesn't expect xAI to compete with OpenAI or Anthropic, he told CNBC. LeCun and Musk have clashed publicly for years, mostly because LeCun rejects Musk's political views.

LeCun's comments aren't entirely selfless. Rather than betting on the large language models that dominate at OpenAI and Anthropic, he's pushing "world models," systems that build an understanding of the real world. His company, AMI Labs, raised a billion dollars for that effort in March. An LLM bubble burst could push more money toward his research, but it could also cool the market as a whole.