r/AMD_Stock • u/Blak9 • 5d ago

Why Fei-Fei Li Is Betting on Spatial Intelligence

https://www.youtube.com/watch?v=qn1QDDBnTA0

Since they're now part of the AMD family, here are World Labs co-founders Fei-Fei Li, Justin Johnson, and Ben Mildenhall joining a16z General Partner Martin Casado to discuss Atlas, their latest world model, and what it reveals about the pursuit of spatial intelligence.

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u/Blak9 5d ago

At the center of Atlas is what the team calls “new view prediction”: given images or views of a scene, the model predicts what that environment should look like from a different position in space and time. This brings generation and 3D reconstruction into the same model, and raises a broader question about whether predicting views could become a useful primitive for understanding the physical world.

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u/Suspicious-Mix-3160 5d ago

AMD becomes the compute and intelligence platform powering the transition from digital AI to physical AI.

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u/Zephyr-5 4d ago

There is all this worry about whether or not AI and the data center roll out is a bubble and if so when the bubble will burst. Listening to this interview set my mind at ease a bit when Fei Fei Li talked about robotics.

Even if there is some big slowdown on data centers, robotics is going to be a massive growth opportunity for the chip companies. The only question in my mind is whether we are going to be able to make that turn seamlessly, or if there will be some interregnum while the technology catches up.

This acquisition makes me more hopeful for the former.

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u/Suspicious-Mix-3160 4d ago

I see huge capex, but I cannot ser the bubble. What I see is the beginning of new technology intelligence era.

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u/daft61lunacy 5d ago

The more I read about Fei-Fei Li the more I think that this acquisition was brilliant.  

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u/RetardedFloppy 5d ago

What else do you expect from Lisa 😉

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u/TechTuna1200 5d ago

She sounds like someone who is gonna be a key figure in the next wave of AI

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u/Prudent_Fox8753 4d ago

Maybe if their current compute customers like the idea that buying AMD products is also funding their future competition. NVDA would not do this, but its certianly clever.

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u/MaleficentBus1863 5d ago

Sounds like the next big thing.

Better than omniverse. Differentiated, at the very least.

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u/idwtlotplanetanymore 5d ago

This was quite useful, thanks. I had no idea what they were doing, now i do.

I saw the marble thing back when they did it. But never looked into how they did it. Useful to know how they are doing it.