Other embodied labs are less gamer-y/consumer-y. WorldLabs didn't know whether to be a consumer tool, a creative tooling company, a robotics research lab.
Investors who have seen their materials told me this was their direct feeling.
If the sigmoid approacheth, the first one to get a good model into silicon, at acceptable benchmarks and silicon rejection %, will make some truckloads. Most people don't need SOTA for most of their problems.
the TAM might be a real number, but the addressee might already be walking around, such as any qwen3.8 model. Qwen3.8-Flash-Next is churning out some fascinating capabilities as we speak.
There's only so many math problems you can solve without ROI.
> Neoclouds want to do neolab things and now chipmakers want to do neolab things
We don't know what the right integrations are. Is it the chipmakers with the toolmakers? The front-end makers with the model designers? That's the current set-up. But there might be another industrial configuration that is superior.
AMD is still struggling to establish itself in AI. That makes it a worthy competitor. Its agglomeration of talent and resources is probably, knowing little else, good.
Honestly, I think this 'billion' number is also just the ball park for companies you need to pay if you want to buy them.
OpenRouter was sold for 7.5 Billion.
Lets just accept, that these people don't evaluate a company by value but by magic market "what is a sum someone needs to pay for buying a company and what company is somehow worth it to actually buy for this type of money but more in a sense of adding this to your portfolio"
I don't know about the training, but in terms of the the 'a lot of data', probably one of the inputs would be something like the geospatial data that Niantic has collected from all of the world's Ingress and Pokemon Go players, correlated with other more basic mapping data and things like google street view type camera data.
Assuming this means AMD wants to jumpstart competition with NV on a model/simulation ecosystem (which NV has been doing for ~a decade). Probably has at least something to do with NV acquiring HF.
I'm not sure how much things like Omniverse are used, but NV has put out some really interesting stuff in the space (like for example ARTY for a somewhat recent example).
Overall it seems like a financial vote of confidence for "world models" (whatever that means, I still don't know). But it could also mean the death of the interesting things WL was doing with Marble + Atlas. It's hard to read PR.
I was also shocked by how quickly AMD acquired Talaas. AMD may be preparing for the next way (ultra fast inference, and embodied AI inference)
Investors who have seen their materials told me this was their direct feeling.
the TAM might be a real number, but the addressee might already be walking around, such as any qwen3.8 model. Qwen3.8-Flash-Next is churning out some fascinating capabilities as we speak.
There's only so many math problems you can solve without ROI.
Neoclouds want to do neolab things and now chipmakers want to do neolab things
We don't know what the right integrations are. Is it the chipmakers with the toolmakers? The front-end makers with the model designers? That's the current set-up. But there might be another industrial configuration that is superior.
AMD is still struggling to establish itself in AI. That makes it a worthy competitor. Its agglomeration of talent and resources is probably, knowing little else, good.
OpenRouter was sold for 7.5 Billion.
Lets just accept, that these people don't evaluate a company by value but by magic market "what is a sum someone needs to pay for buying a company and what company is somehow worth it to actually buy for this type of money but more in a sense of adding this to your portfolio"
It's a public bet, not a valuation based on product economics. Billion dollar bets follow different rules (and I'm not saying it's sane).
You're right. Her bio writes like an OP self-insert character's [1].
[1] https://en.wikipedia.org/wiki/Fei-Fei_Li
https://www.google.com/search?client=firefox-b-d&q=pokemon+g...
I'm not sure how much things like Omniverse are used, but NV has put out some really interesting stuff in the space (like for example ARTY for a somewhat recent example).
Overall it seems like a financial vote of confidence for "world models" (whatever that means, I still don't know). But it could also mean the death of the interesting things WL was doing with Marble + Atlas. It's hard to read PR.
Think it's a good match