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LarsDu88 10 minutes ago [-]
This was absurdly soon.
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)
ahartmetz 3 minutes ago [-]
AMD has acquired "AI stuff" for several billions at this point, yet somehow, doing "AI stuff" on their GPU/NPU stack still seems to be troublesome. Well, that is what I read from others anyway. Inference with llama.cpp on AMD GPUs pretty much just works.
echelon 5 minutes ago [-]
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.
cyanydeez 6 minutes ago [-]
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.
calebhwin 51 minutes ago [-]
Neolabs keep moving down the stack.
Neoclouds want to do neolab things and now chipmakers want to do neolab things
JumpCrisscross 25 minutes ago [-]
> 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.
AbuAssar 58 minutes ago [-]
Is a 2-year-old company worth 8 billion USD?
kylecazar 27 minutes ago [-]
The past couple of years have really driven home the fact that a company is worth what someone will pay for it
singhkays 6 minutes ago [-]
just like NFTs :)
ianm218 3 minutes ago [-]
AMD grew their revenue 50% last quarter from the year prior, for 11.5B in revenue. If this team can help continue that or grow that then yes - the amount of money involved here is insane.
Glemmlko 7 minutes ago [-]
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"
avaer 54 minutes ago [-]
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).
JumpCrisscross 28 minutes ago [-]
> 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].
Given a lot of proprietary data, how would one go about starting training a world model?
walrus01 28 minutes ago [-]
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.
Step 1: raise a billion dollars. Step 2: send a billion dollars to someone with GPUs.
porphyra 37 minutes ago [-]
Funnily enough now you can get the billion dollars from NVIDIA themselves.
drusepth 35 minutes ago [-]
But only if you promise to spend the billion dollars on something NVIDIA is selling
walrus01 26 minutes ago [-]
Step 3) Underpants ???
2 hours ago [-]
imnotr0b0t 1 hours ago [-]
I wonder where this will lead
autonomousErwin 36 minutes ago [-]
I'd bet world models will likely become the new "media" replacing tv, movies, music, video games etc.
porphyra 48 minutes ago [-]
World Labs is really cool. The 3D reconstruction from only a handful of frames is on another level.
46 minutes ago [-]
avaer 1 hours ago [-]
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.
binsquare 48 minutes ago [-]
it was also likely difficult to do what WL was looking to do without significant amount of compute.
Think it's a good match
wmf 26 minutes ago [-]
If the ROCm team can't get enough compute it doesn't bode well for World Labs.
lairv 32 minutes ago [-]
WL was probably mostly using NVIDIA compute though?
mathisfun123 31 minutes ago [-]
how to quickly make a couple million dollars these days: start a startup and then get acquired by AMD in a few years.
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