[allenleee]

With all due respect, AI is ultimately a capital game. World models aren’t where real B2B customer revenue comes from—at least compared to today’s LLMs; they’re mainly a better story for raising huge amounts of private capital. Hopefully they figure out how to build the next-gen AI architecture along the way.

[echelon]

The most useful models are image, video, and audio models. It makes sense that we'd make the video models more 4D aware.

Text really hogged all the attention. Media is where AI is really going to shine.

Some of the most profitable models right now are in music, image, and video generation. A lot of people are having a blast doing things they could legitimately never do before, and real working professionals are able to use the tools to get 1000x more done - perhaps providing a path to independence from bigger studios, and certainly more autonomy for those not born into nepotism.

As long as companies don't over-raise like OpenAI, there should be a smooth gradient from next gen media tools to revolutionary future stuff like immersive VR worlds that you can bend like the Matrix or Holodeck.

And I'll just be exceedingly chuffed if we get open source and highly capable world models from the Chinese that keep us within spitting distance of the unicorns.

[danielmarkbruce]

>> The most useful models are image, video, and audio models

This is wrong. The vast majority of revenue is being generated by text models because they are so useful.

[BriggyDwiggs42]

>Some of the most profitable models right now are in music, image, and video generation.

I don’t think many of the companies running these make a profit right now

[lelanthran]

> Some of the most profitable models right now are in music, image, and video generation.

Which companies are using these.models to run at a profit?

[Aperocky]

That just sounds like text with extra steps.

Fundamentally what AGI is trying to do is to encode ability to logic and reason. Tokens, images, video and audio are all just information of different entropy density that is the output of that logic reasoning process or emulation of logic reasoning process.

[MangoToupe]

> World models aren’t where real B2B customer revenue comes from

You could say the same thing about AGI. Ultimately capital will realize intelligence is a drawback.

[imvetri]

By capital game, do you mean money investment game or market ruler's game?

[allenleee]

I mean both, and in AI today, they’re deeply intertwined. The “capital game” isn’t just about money—it’s about access to compute, talent, and time. Whoever has the resources can experiment, iterate, and potentially uncover the next big architecture. That financial power naturally translates into influence—control over the market, narrative, and ecosystem. In practice, the investment game and the market ruler’s game often become the same thing.

[ThrowawayTestr]

AI might be the biggest transfer of wealth from the rich to the poor in history. Billions have been poured into closed sourced models which have led directly and indirectly to open weight models being available to everyone.

[BriggyDwiggs42]

Open weight models aren’t worth very much money to most people.

[breppp]

At the cost of buying the poor's thoughts (training data)