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I wonder where this will lead

I'd bet world models will likely become the new "media" replacing tv, movies, music, video games etc.

Unlikely they will outcompete human artists and engineers using AIs to create those same types of media: tv, movies, music, games.

Yes, because consumers just LOVE to pay for anything associated with AI!

It'll be very interesting to see how the dust settles after this window of AI IPOs and acquisitions closes.

They won't have a choice at first, and they won't know the difference in the end.