“世界模型”竞赛升级：Runway推出GWM-1，实时交互可持续数分钟之久

Core Insights - Runway aims to evolve from being a "special effects supplier" in the film industry to becoming an "AI architect" in the physical world [2][20] - The company has launched its first General World Model (GWM-1), entering the "world simulation" arena dominated by giants like Google and Nvidia [2][20] - GWM-1 is designed to understand physical laws, geometric structures, and environmental dynamics, focusing on "coherence" and "interactivity" [2][5] GWM-1 Breakdown - The world model allows AI to simulate the mechanisms of the real world without traversing all possible scenarios, enabling reasoning, planning, and action [5] - GWM-1 consists of three autoregressive models tailored for different domains: GWM-Worlds, GWM-Robotics, and GWM-Avatars, all built on the latest Gen-4.5 base model [5][6] GWM-Worlds - GWM-Worlds provides an interactive digital environment exploration interface, allowing users to intervene in real-time and predict subsequent events [8] - The model generates environments at 24fps and 720p resolution, maintaining coherence in long sequences of motion [8] GWM-Robotics - GWM-Robotics addresses the challenge of acquiring real data for extreme weather and unexpected obstacles by generating high-quality synthetic data [10][11] - This approach significantly reduces training costs and helps predict compliance risks before deploying robots in the real world [11] GWM-Avatars - GWM-Avatars integrates video generation with voice, enabling digital avatars to engage in long, continuous conversations without quality loss [14][15] - If successful, this technology could disrupt customer service and online education sectors [15] Base Model Evolution and Computational Power - Runway has upgraded its Gen-4.5 model to enhance native audio and multi-camera editing capabilities, supporting video generation of up to one minute [18] - The company has partnered with CoreWeave to utilize Nvidia's cloud infrastructure for model training and inference, addressing the computational demands of world simulation [18] Strategic Expansion - Runway's strategy is rapidly expanding from creative tools in film to robotics simulation, but it faces stiff competition from established players like Google and Nvidia [19][20] - The ability to leverage GWM-1 to prove its capabilities beyond a special effects supplier will be crucial for the company's valuation growth [20]