Meta’s aggressive push into artificial intelligence has hit a potential stumbling block with reports indicating that Yann LeCun, one of the company’s most prominent AI researchers, is preparing to leave the technology giant. The departure comes as CEO Mark Zuckerberg continues to direct billions toward expanding Meta’s AI capabilities, creating concern among investors already wary of the company’s escalating expenditures.
The AI Visionary Seeking New Ventures
According to a November 11, 2025 Financial Times report, Yann LeCun—revered as one of the founding figures of modern artificial intelligence—intends to depart Meta in the coming months to launch his own AI startup. The French computer scientist, who joined Meta in 2013, currently oversees the Fundamental AI Research (FAIR) Lab and has been instrumental in advancing the company’s AI initiatives for over a decade.
LeCun’s credentials lend significant weight to this development. Recognized as a deep learning pioneer, he received the 2018 Turing Award, often described as the computing equivalent of the Nobel Prize. News of his potential exit prompted Meta shares to decline by as much as 1.5% in premarket trading, reflecting investor apprehension about losing such an influential figure.
Internal Restructuring Precedes Departure Plans
The timing of LeCun’s planned exit raises questions about recent organizational changes within Meta’s AI division. Zuckerberg recently established new “Superintelligence Labs” and appointed Alexandr Wang, former CEO of data labeling startup Scale AI, to lead them. Under this new structure, LeCun—who previously reported directly to the Chief Product Officer—would have reported to Wang instead, a move that industry observers suggest may have influenced his decision to depart.
This reorganization underscores Meta’s serious commitment to artificial intelligence development. However, the potential loss of such a respected researcher also signals possible internal disagreements about the company’s strategic direction in this critical field.
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Massive Investment Amid Growing Investor Concerns
LeCun’s possible exit occurs during a period of heightened financial pressure for Meta. Following third-quarter 2025 earnings released in late October, the company’s stock has faced downward pressure—not due to poor performance, but rather concerns about skyrocketing costs.
Meta posted impressive revenue growth of 26% year-over-year for Q3 2025, reaching $51.24 billion, primarily driven by robust advertising sales. Despite this strong performance, Zuckerberg raised the company’s 2025 investment forecast to between $70 and $72 billion, with even higher expenditures projected for 2026. The majority of this capital is earmarked for AI infrastructure development, while the Reality Labs division—focused on the Metaverse vision—continues to generate ongoing losses.
Implications for Meta’s Competitive Position
The departure of an AI thought leader like LeCun could weaken Meta’s standing in the intensely competitive race for top artificial intelligence talent. In an industry where technological advancement hinges on human expertise, losing such a prominent figure sends a concerning signal to the market. Additionally, his decision to pursue independent ventures raises questions about whether he remains confident in Meta’s path toward developing artificial superintelligence.
Meta has not yet issued an official statement regarding these reports. Investors will be closely monitoring how the company addresses this situation and whether it can maintain stability and continuity within its AI research divisions. The outcome may determine whether Meta’s expensive artificial intelligence initiative becomes a successful transformation or a costly misstep.
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