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World Labs Is Joining AMD

84 pointsby 1h agoworldlabs.ai
21 comments
19m agoHN ↗

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

45m 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.

32m 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

15m agoHN ↗

WL was probably mostly using NVIDIA compute though?

9m agoHN ↗

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

41m agoHN ↗

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

37m 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).

10m agoHN ↗

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

34m agoHN ↗

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

27m agoHN ↗

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

21m agoHN ↗

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

18m agoHN ↗

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

11m agoHN ↗

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...

34m agoHN ↗

Neolabs keep moving down the stack.

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

9m agoHN ↗

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.

31m agoHN ↗

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

14m agoHN ↗

how to quickly make a couple million dollars these days: start a startup and then get acquired by AMD in a few years.