Comment by in-silico
18 hours ago
The entertainment industry, as big as it is, just doesn't have as much profit potential as robots and AI agents that can replace human labor. Just look at how Nvidia has pivoted from gaming and rendering to AI.
The other examples you've given are neat, but for players like Google they are mostly an afterthought.
Robotics: $88B TAM
Gaming: $350B TAM
All media and entertainment: $3T TAM
Manufacturing: $5T TAM
Roughly the same story.
This tech is going to revolutionize "films" and gaming. The entire entertainment industry is going to transform around it.
When people aren't buying physical things, they're distracting themselves with media. Humans spend more time and money on that than anything else. Machines or otherwise.
AI impact on manufacturing will be huge. AI impact on media and entertainment will be huge. And these world models can be developed in a way that you develop exposure and competency for both domains.
edit: You can argue that manufacturing will boom when we have robotics that generalize. But you can also argue that entertainment will boom when we have holodecks people can step into.
The current robotics industry is $88B. You have to take into account the potential future industry of general purpose robots that replace a big chunk of blue-collar work.
Robots is also just one example. A hypothetically powerful AI agent (which might also use a world model) that controls a mouse and keyboard could replace a big chunk of white-collar work too.
Those are worth 10's of trillions of dollars. You can argue about whether they are actually possible, but the people backing this tech think they are.
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