Two of the world's top AI scientists now in this heated public debate over the state of the technology disagreeing on whether it can ever be as smart as humans or if we need a new type of AI entirely. Our dear DOS is digging into that in today's tech check. Morning D. >> Hey good morning Carl.So at its core this debate is really about whether the current AI buildout actually pays off. Yanlakan is one of the most influential and one of the most controversial minds in AI, a pioneer of modern neural networks, ...

[music] Great to be here everyone. I'm Jacob Khan. I'm a researcher at at Farret Medai.I'm going to talk today about the code world model which I'll abbreviate as CWM and what it means to build world models for computation. This is work done by an incredible team at fair uh extends all over the world and I'm very grateful to be collaborating with them. So what's our goal with CWM.Our primary goal is to build models that reason, plan and make decisions. And we start with code because it's an interesting sand ...

Why London. We have a huge pipeline, actually, by the way. Thanks for having me.I'm very excited to be here. We have a huge pipeline of of researchers, engineers from Europe and also DeepMind that want to join Luma. And also, London is the gateway for the business in Europe as well as Middle East.So it seems to be the right place, too, to have our second office outside of Palo Alto in the area. So, yeah, today is our launch of the London office. I have a feeling Demis Hassabis over at DeepMind and the labs ...

AI Technology & Innovation - Tencent's 3D world generation model is now industry-leading, signifying a push into AI beyond language models [1] - World models represent a new frontier in AI, attracting major companies and researchers [2] - World models simulate reality, understanding depth, physics, and context from single images, unlike LLMs that describe reality [4] - World models may not require the same brute force GPU power as LLMs, applying learned rules instead of crunching probabilities [5] - Spatial intelligence, teaching machines to understand the world like humans, is a key concept behind world models [6] Market Potential & Applications - World models could open up entirely new markets and change the economics of AI [7] - Potential use cases include real estate (touring houses), interior design, digital twins, manufacturing, and autonomous driving [8][9] Competitive Landscape - Companies like Tencent, Google, Nvidia, and World Labs are actively involved in developing world models [2] - Meta's chief AI scientist is reportedly leaving to focus on world models [2] Cost & Efficiency - A basic 3D model can be generated quickly (within 5 minutes) from a single image, with options for more detailed models at a cost (e.g., $20 for more photos) [3][7][8]

We now have the first multimodal Frontier World model, fully controllable. This is a world model that you can actually move around in and it's available right now. You can play with it right now.And this video is brought to you by Vulture. More on them later. This is called Marble from World Labs. World Labs is the lab under Dr.. Fay Lee, renowned AI researcher. Now what makes this really interesting is Fei Lee and team think that world models are the way to artificial general intelligence not large languag ...

Meta's chief AI scientist reportedly planning to leave the company to create his own startup according to the Financial Times as the social media giant undergoes an AI overhaul. For today's tech check, dear Jerosa looking into what the exit might say about Meta's position in the race. Dear Joe, I'm so glad you're taking this up because I feel like it's a really big live debate since earnings.>> It is and there's a lot of implications. So, first of all, Yan Lun, most people know this, but he's not just anoth ...

AI’s Progress Now Depends on ‘World Models’ That Grasp Physical Reality► https://t.co/SrVku1mlmf https://t.co/SrVku1mlmf ...

Summary of Key Points from the Conference Call Industry Overview - The focus is on the humanoid robotics and physical AI sector, with major players including SoftBank, ABB, Apple, Meta, Google, and Tesla [1][2][3][5][6]. Core Developments 1. **SoftBank's Acquisition of ABB Robotics**: - SoftBank agreed to purchase ABB's Robotics division for $5.4 billion, shifting from a previous plan to spin off the business due to competition from Chinese firms [5][39]. - Masayoshi Son, SoftBank's founder, emphasized that "SoftBank's next frontier is Physical AI," aiming to integrate AI and robotics to drive innovation [5][39]. 2. **Meta's Humanoid Robot Initiative**: - Meta is developing a humanoid robot called 'Meta-Bot' and aims to become a software/AI provider for various hardware developers [5][39]. - The company has formed a robotics team to create datasets and world models for enhanced robot capabilities [5][39]. 3. **Google's Robotics Advancements**: - Google DeepMind released the Gemini Robotics series, enhancing robots' ability to perform complex tasks through embodied reasoning [5][46]. - Google and Meta are both building world models that allow agents to interact in simulations, with potential applications in robotics [5][6]. 4. **Tesla's Optimus Robot**: - Tesla plans to unveil the fully redesigned Optimus v3 in Q1 2026, with ambitious production goals of 1 million units for v3 and up to 100 million for future versions [7][53]. - CEO Elon Musk highlighted the challenges in developing humanoid robots, particularly in creating dextrous hands [7][53]. 5. **China's Dominance in Industrial Robotics**: - China accounted for 54% of global industrial robot installations in 2024, marking a significant increase from 26% a decade ago [7][8]. Financial Insights - The Humanoid 100 index has increased by 27% since its inception on February 6, 2025, outperforming the S&P 500 and other indices [11]. - Tesla's stock rating is currently "Overweight" with a price target of $410, while its market cap stands at approximately $1.58 trillion [3][7]. Notable Partnerships and Funding 1. **Figure AI's Series C Funding**: - Figure AI raised $1 billion in a Series C round, valuing the company at $39 billion, aimed at scaling humanoid robots for home and commercial use [29]. 2. **Strategic Partnerships**: - Figure AI partnered with Brookfield to build a real-world database for its Helix VLA model [35]. - Telexistence and Seven-Eleven Japan are collaborating to deploy humanoid robots in stores by 2029 [35]. 3. **Apple's Robotics Development**: - Apple is reportedly collaborating with BYD to manufacture AI-enabled robots, with products expected to launch in 2026 and 2027 [7][39]. Emerging Trends and Future Outlook - The development of humanoid robots is seen as a significant opportunity, with many companies investing heavily in AI and robotics [5][6][39]. - The integration of AI with robotics is expected to drive advancements in various sectors, including manufacturing, logistics, and consumer applications [5][39]. Conclusion - The humanoid robotics and physical AI industry is rapidly evolving, with significant investments and developments from major tech companies. The competitive landscape is intensifying, particularly with China's growing influence in industrial robotics. The future of humanoid robots appears promising, with potential applications across various sectors.

Core Insights - The report highlights that Spatial AI is enhancing AI's value by integrating 3D context with physics, driven by advancements in physical AI, reality capture, and spatial development frameworks [2] - VERSES AI Inc. has been recognized as a sample vendor in the 2025 Gartner Emerging Tech Impact Radar for its contributions to Spatial Computing and World Models [1][3] - The Spatial Web is described as a transformative shift that will monetize physical reality, creating a World Wide Web for the real world, but requires proper tools for effective implementation [2] Industry Trends - By 2035, it is projected that every autonomous system will incorporate a standardized Spatial AI layer, increasing from less than 1% in 2025 [4] - By 2028, five of the top 10 AI companies are expected to pivot towards specialized physical AI solutions, potentially sidelining digital-only competitors [4] Company Strategy - The company aims to accelerate leadership in spatial AI through active engagement in standardization efforts and focusing on high-value 'phygital' use cases [5] - The company plans to refine user interface design for proof-of-concept use cases that benefit from phygital interactions, such as product marketing and physical commerce [5] - The company is involved in the IEEE Spatial Web Working Group and intends to implement Spatial AI by supporting HSML and HSTP standards in its product, Genius [2][3]

Core Insights - The AI landscape is increasingly emphasizing user experience over technical superiority, as demonstrated by ByteDance's "Doubao" chatbot, which has gained 157 million monthly active users due to its user-friendly design [2][11] - Major corporate developments include Deel surpassing $1 billion in annual recurring revenue and Archer Aviation winning a significant contract in the eVTOL market, indicating strong growth in remote work solutions and air mobility [13][14][26] - Google is actively investing in fusion energy startups, viewing them as both future power suppliers and potential customers for its cloud services, showcasing a strategic approach to innovation and market expansion [15][27] AI and Machine Learning - ByteDance's "Doubao" chatbot has become more popular than technically advanced competitors, highlighting the importance of user-friendly design in AI adoption [2][11] - Google DeepMind has updated its "People + AI Guidebook" to provide best practices for creating human-centered AI experiences, addressing ethical considerations in generative AI [5][10][25] - The concept of "world models" is emerging as a significant innovation in AI, enabling systems to simulate the world and improve reasoning and planning capabilities [6][24] Cybersecurity - Vercel has appointed a new CTO of Security to address the evolving security challenges posed by AI technologies, indicating a proactive approach to safeguarding AI development [8] - OpenAI has paused the generation of videos featuring Martin Luther King Jr. following ethical concerns, underscoring the need for responsible AI usage [9][13] Corporate Developments - Deel has achieved over $1 billion in annual recurring revenue and has been profitable for three years, reflecting the demand for solutions that facilitate remote work [13] - Archer Aviation's victory in a competitive bidding process enhances its position in the eVTOL industry, signaling confidence in air mobility startups [14][26] - Meta is shutting down its dedicated desktop Messenger app, indicating a shift towards integrating messaging services within its main platform [16][20] Consumer Technology - Apple TV and Peacock have launched a discounted subscription bundle, reflecting a trend of "rebundling" in the streaming industry to combat subscription fatigue [18] - Casio has released a "Back to the Future" themed calculator watch, leveraging nostalgia to attract consumers [19] Innovation and Startups - Google is investing in fusion energy startups, positioning itself to benefit from the clean energy revolution while expanding its cloud service market [15][27] - The rise of "world models" in AI is paving the way for more capable and general-purpose AI systems, indicating a significant frontier in artificial intelligence [6][24]