Neolabs keep moving down the stack.

Neoclouds want to do neolab things and now chipmakers want to do neolab things

> 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.

Is a 2-year-old company worth 8 billion USD?

The past couple of years have really driven home the fact that a company is worth what someone will pay for it

A name like Fei-Fei Li is probably worth a chunk of that (I'm not saying I agree, but that's probably the thinking).

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).

> A name like Fei-Fei Li is probably worth a chunk of that

You're right. Her bio writes like an OP self-insert character's [1].

[1] https://en.wikipedia.org/wiki/Fei-Fei_Li

Dupe: https://news.ycombinator.com/item?id=49883744

Given a lot of proprietary data, how would one go about starting training a world model?

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.

https://www.google.com/search?client=firefox-b-d&q=pokemon+g...

Step 1: raise a billion dollars. Step 2: send a billion dollars to someone with GPUs.

Funnily enough now you can get the billion dollars from NVIDIA themselves.

But only if you promise to spend the billion dollars on something NVIDIA is selling

Step 3) Underpants ???

World Labs is really cool. The 3D reconstruction from only a handful of frames is on another level.

I wonder where this will lead

I'd bet world models will likely become the new "media" replacing tv, movies, music, video games etc.

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.

it was also likely difficult to do what WL was looking to do without significant amount of compute.

Think it's a good match

If the ROCm team can't get enough compute it doesn't bode well for World Labs.

WL was probably mostly using NVIDIA compute though?