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!