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World Labs Is Joining AMD

62 pointsby 1h agoworldlabs.ai
10 comments
28m agoHN ↗

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.

15m agoHN ↗

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

Think it's a good match

24m agoHN ↗

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

21m agoHN ↗

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).

18m agoHN ↗

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

10m agoHN ↗

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

18m agoHN ↗

Neolabs keep moving down the stack.

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

15m agoHN ↗

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