
Anoop
603 posts

Anoop
@AnoopCurious
Staying Curious. Exploring AI. Building https://t.co/ehAPjilXeL , https://t.co/vgoaV2RLlE , https://t.co/JC9VGUlrAf and https://t.co/5W2QJ72vW9 etc. .




world models are a sexy misnomer. @ylecun , @nvidia , and @drfeifei are all building world models. they are not building the same thing. lecun is working on cognitive architecture: a system that builds causal models of reality and plans inside them. nvidia is building simulation infrastructure: physics-based environments that train, evaluate, and run physical AI systems at scale. fei-fei li is building spatial intelligence: systems that understand and reason about physical space. same term. three different bets. three different timelines. bundling them into one category inflates the hype. it also hides where value actually accumulates. the simulation moat is the most obvious. native physical interaction data was scarce. synthetic environments filled the gap. but as robotics companies accumulate real interaction data at scale, that scarcity could end. the world model framing was a data poverty artifact. the spatial intelligence bet is the most grounded. fei-fei li is trying to give machines a persistent, accurate model of physical space: where things are, how they move, what they afford. narrow, reliable, deployable. the timeline is shorter. the cognitive architecture bet is the longest. what lecun is actually building requires three components: a causal model of how the world works, a forward simulator that imagines possible futures, and a pruning mechanism. a prior over which futures are worth simulating at all. that third component does not exist in any current system. it is the difference between prediction and genuine planning. three definitions. three timelines. three completely different implications for where value accumulates.










I’m leaving SF. Everyone’s cosplaying as founders. Very few are actually building. Finito. I’ve been here for 19 years. Will miss the views and the weather. If you were starting today, where would you go?


















