@giffmana video gen models clearly have some internal representations of physics, but pixel level prediction is pretty wasteful vs latent space (especially for robotics). and both jepa and video diffusion models crumble at longer time horizon accurate predictions
@Architect9000 it became a crowded trade and I expect a pullback, but once we start getting RSI working in a few years semi demand will explode even higher.
openai/anthropic - LLMs became commoditised. Can't compete with cheap/free at their burn, ngmi unless they leapfrog with new tech
@willeastcott@playcanvas very cool! still too gpu/cpu hungry though and 360 tours just from panoramic are higher res and run on any device. i think the sweet spot is maybe gaming or arch viz where you need the full 6dof vs house sales
@shafu0x@AlisonbobEth Lending markets only have outsized yield during bull markets. It should be obvious once you understand where most of yield comes from - from people borrowing against their crypto for leverage long positions