深度解析世界模型：新范式的路线之争，实时交互与物理仿真

Core Insights - The article posits that 2026 will be a pivotal year for multimodal technology, particularly in video generation and world models, with significant advancements expected in both research and practical applications [2][3]. Group 1: Definition and Importance of World Models - Various definitions of world models exist, including comparisons to human brain representations and neural networks that understand physical rules [4][5]. - World models are increasingly important due to three trends: limitations of language-based intelligence, rapid advancements in architecture and algorithms, and the demand for embodied intelligence [5]. Group 2: Key Improvements Needed for World Models - Long-term memory is crucial for generating coherent, continuous worlds, with current models limited to short video segments [6][7]. - Interactivity is essential, allowing users to influence world generation through real-time actions, which requires innovative training methods [8][11]. - Real-time feedback is critical for applications like gaming and VR, with current models struggling to meet low latency requirements [12][15]. - Physical realism is vital for high-stakes applications like autonomous driving, necessitating models that adhere to real-world physics [16][18]. Group 3: Two Development Paths for World Models - The first path focuses on real-time video world models for consumer applications, prioritizing interactivity and long-term memory over physical realism [19][20]. - The second path emphasizes structured 3D models for robotics and autonomous driving, prioritizing physical accuracy and reliability [21][22]. Group 4: Market Players and Their Positions - The market is categorized into four quadrants based on representation forms and target audiences, with players like Decart and Odyssey positioned in different segments [24][26]. - World Labs is highlighted as a leading startup focusing on spatial intelligence, emphasizing 3D consistency and persistence in its models [26][28]. - General Intuition leverages vast gaming data to train agents for spatial-temporal reasoning, positioning itself uniquely in the market [33][35]. - Decart aims for speed and efficiency with its interactive AI model Oasis, while Odyssey focuses on high-fidelity reconstruction for creative industries [39][45].