Big missing part of the AI stack, and there's a demographics nudge over labor. China competing in AI means a lot of cultural and financial subsidy for them too. Japan was at the fore-front for decades given their electronics industry and labor issues, China doesn't have the labor issues yet but is otherwise working to domesticate the full stack at all costs.
Elon years ago now painted the picture of the potential size of the market so there's a lot of copy-cats in the US chasing that mind-share, plus now the compete with China t all costs effect.
we are much closer to humanoid robots everywhere than I previously was imagining
I'd like to think so, the hardware challenges seem largely solved other than scale. Seems more that LLM based AI doesn't translate to utility though. "World models" are the dragon nvidia/google/tesla etc are chasing. Those are relatively infantile but I also wouldn't be surprised if they hit an inflection point sooner than people think.
I found this presentation to be quite good at explaining the difference. Yann Lecunn is "the" world models guy.
Jensen has discussed world models in interviews as well.
Big missing part of the AI stack, and there's a demographics nudge over labor. China competing in AI means a lot of cultural and financial subsidy for them too. Japan was at the fore-front for decades given their electronics industry and labor issues, China doesn't have the labor issues yet but is otherwise working to domesticate the full stack at all costs.
Elon years ago now painted the picture of the potential size of the market so there's a lot of copy-cats in the US chasing that mind-share, plus now the compete with China t all costs effect.
I'd like to think so, the hardware challenges seem largely solved other than scale. Seems more that LLM based AI doesn't translate to utility though. "World models" are the dragon nvidia/google/tesla etc are chasing. Those are relatively infantile but I also wouldn't be surprised if they hit an inflection point sooner than people think.
I found this presentation to be quite good at explaining the difference. Yann Lecunn is "the" world models guy.
Jensen has discussed world models in interviews as well.
As always, Fireship has a must-watch on the topic: https://www.youtube.com/watch?v=aB5LGrHISqY