[D] Is LeCun’s $1B seed round the signal that autoregressive LLMs have actually hit a wall for formal reasoning?

I’m still trying to wrap my head around the Bloomberg news from a couple of weeks ago. A $1B seed round is wild enough, but the actual technical bet they are making is what's really keeping me up. LeCun has been loudly arguing for years that next-token predictors are fundamentally incapable of actual planning. Now, his new shop, Logical Intelligence, is attempting to completely bypass Transformers to generate mathematically verified code using Energy-Based Models. They are essentially treating logical constraints as an energy minimization problem rather than a probabilistic guessing game.