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Their bet is that XYZ can generalize from Unreal and NVIDIA Isaac recordings. Is XYZ diffusion-transformers? Or is XYZ Chameleon? Or some novel architecture?

Their bet is that XYZ can generalize from Unreal and NVIDIA Isaac recordings. Is XYZ diffusion-transformers? Or is XYZ Chameleon? Or some novel architecture? It takes the absolute fastest teams, it seems, 7 months to develop a first version of a model. And it also seems that models are like babies, 9 moms do not produce a model in 1 month. The tough thing is that it may be possible to develop a great video model with DiTs for $220m; or it may be possible to develop a great video model with Chameleon for $1b; but if it's 3D + time, will it be too expensive for them to do? The craziest thing to me is that these guys are super talented, but they might not have enough money!

byearthithatius 2y ago
Then they need to sell _billions_ of dollars worth of these worlds to ... game studios? In order for this valuation to make sense they need to convince the majority of major game studios to spend all their world creation budget solely on this company. Seems unrealistic but I guess only time can tell.
- dmarcos 2y ago
  if they fulfill the mission it will apply to domains other than games like movies, robotics, architecture...
  - byearthithatius 2y ago
    Good point, that's fair there are more use cases. IDK about architecture, typically you want more structure/determinism instead of probabilistic generation. Overall this is very cool. I like the consistency it has and it does generally amaze me nonetheless. But you gotta admit selling a billion dollars of anything is really hard. That is three times the budget of the highest budget movie ever created! (avengers endgame at 356 million). It is almost the ENTIRE budget of the biggest game ever, grand theft auto six.
  - idunnoman1222 2y ago
    Robotics?
    - dmarcos 2y ago
      Need to generate environments for simulation and training
  - echelon 2y ago
    And everyone will be building these. China will open source dozens of them.

byearthithatius 2y ago

Then they need to sell _billions_ of dollars worth of these worlds to ... game studios? In order for this valuation to make sense they need to convince the majority of major game studios to spend all their world creation budget solely on this company. Seems unrealistic but I guess only time can tell.

dmarcos 2y ago
if they fulfill the mission it will apply to domains other than games like movies, robotics, architecture...
- byearthithatius 2y ago
  Good point, that's fair there are more use cases. IDK about architecture, typically you want more structure/determinism instead of probabilistic generation. Overall this is very cool. I like the consistency it has and it does generally amaze me nonetheless. But you gotta admit selling a billion dollars of anything is really hard. That is three times the budget of the highest budget movie ever created! (avengers endgame at 356 million). It is almost the ENTIRE budget of the biggest game ever, grand theft auto six.
- idunnoman1222 2y ago
  Robotics?
  - dmarcos 2y ago
    Need to generate environments for simulation and training
- echelon 2y ago
  And everyone will be building these. China will open source dozens of them.