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AI Is Moving Beyond “Generating Videos” — Toward “Generating Worlds” Over the past two years, AI video models have advanced at an astonishing pace. From Runway and Pika to Sora and Veo, AI-generated videos have become increasingly realistic and more consistent with the physical laws of the real world. Many people believe the next objective is simply to generate videos that are longer, sharper, and more lifelike. But if we take a step back, we can see that the real transformation is not happening in video itself. It is happening in world models. What Is a World Model? In 1943, psychologist Kenneth Craik proposed an idea that would influence artificial intelligence research for decades. He argued that the human brain does not merely react to the outside world. Instead, it maintains an internal model of how the world works. Because we have this internal model, we can predict the outcome of an action before we actually take it. Before crossing a road, we estimate whether a car will pass by. Before catching a ball, we predict its trajectory. These abilities come from continuously simulating the world in our minds, rather than relying entirely on trial and error. This idea later became known by a more formal term: World Model. A world model does not describe a single image or a fixed video clip. It is an internal representation capable of continuously simulating the rules and dynamics of the real world. Why Is AI Research Turning Toward World Models? Because predicting “what comes next” is becoming increasingly central to how AI systems work. Language models predict the next token. Image models predict the next step in the denoising process. Video models predict the next frame. A world model, however, attempts to predict something broader: What should the world look like in the next moment? In 2018, David Ha and Jürgen Schmidhuber proposed in their paper World Models that an intelligent agent could first learn a model of the world, and then use that internal model to plan its actions. The Dreamer series later demonstrated that many complex tasks could be learned by training agents inside an “imagined world.” At the same time, the development of video models such as Sora and Veo led researchers to another realization: A model capable of continuously generating video has already learned, at least implicitly, many of the rules governing the real world. As a result, these two research directions have gradually begun to converge. But Video Is Not Yet a World This is where the distinction is often misunderstood. For a world model to support meaningful real-time interaction, it must solve several critical problems. Most video models today are essentially answering one question: What should the next frame look like? A true world model needs to answer much more: What happens if I take one step forward? If I walk behind a building and then return, will the building still be there? If I suddenly change the camera angle, will the entire space remain consistent? If I enter a command such as: “Summon a dragon.” Will the world respond immediately? In other words, a world model must do more than generate content. It must understand space. It must understand time. It must understand causality. And it must understand interaction. Moving from watching to participating is where the real difficulty of world models begins. World Models Are Entering the Interactive Era One of the latest attempts in this direction is Alaya World, recently open-sourced by Alaya World, or @alayastd. Instead of generating a fixed video clip, it generates a world that users can explore in real time. Users can begin with text, an image, or a video, enter the generated scene, move freely through it, and introduce new prompts at any moment during generation. The world responds immediately. According to the publicly released information, Alaya World provides: Real-time streaming generation at 720p and 24 FPS Stable continuous exploration for more than one minute The ability to switch prompts and trigger skills or events during generation Model weights and inference code released under the Apache 2.0 License Training code and datasets planned for future release What makes these capabilities important is not simply the technical specifications. It is that the generated “world” can now support continuous interaction. The official demo shows that users can genuinely control, transform, and explore the generated environment. AI Is Evolving From a Tool Into an Environment Over the past few years, most discussions around AI have focused on content generation. Generating text. Generating images. Generating videos. But world models raise a fundamentally different question: Can AI generate an environment that people can inhabit, explore, and continuously evolve? If the answer is yes, the impact will extend far beyond video generation. Game development, robotics training, embodied intelligence, digital twins, virtual production, and many other fields could be transformed by the development of world models. World models are still at a very early stage. Yet from Craik’s proposal of an internal mental model more than eighty years ago to the emergence of today’s interactive world-generation systems, a clear evolutionary path is beginning to take shape. Perhaps what AI is ultimately learning has never been limited to images, videos, or language. Perhaps it is learning the world itself. References GitHub: Technical Report:

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the new State of Fertility Report for the US just came out and it’s a real blackpill the main findings are basically: - the current fertility decline is worse than any other - if this keeps going, US population will start declining in less than a generation, much sooner than most forecasts assumed - americans still want about 2.4 children, but are having fewer than 1.6 - culture matters A LOT. supportive friends, people around you and even celebrities affect how many children people want - if policymakers actually want to change this, it will require a lot of money and serious interventions people often say america was built by immigrants, but around 80% of all the people who have ever lived in america were born there and without american children there's no america left you can use immigration to support population growth for a while, but no country can survive indefinitely if the people already there stop having children

Nobody wanted to adopt Rebeca. Until this happened → She's around two years old, rescued off the streets, and for months she went to adoption event after adoption event without anyone choosing her. Then she came to the Aurraia BabyDoge event and this time, someone finally said YES. Today Rebeca has a family, a couch she's definitely not supposed to sleep on (but does anyway), and more mess-making energy than anyone expected. Playful, affectionate, and finally home. This is what one event can change 🐾

✨ Honestly, I found myself thinking: "There's no way something this small could actually work!" 😅👊 But all it took was trying it to completely change my mind. 😳💖 Within just a few minutes, I was checking my reflection everywhere—in the mirror, on my phone's camera, and even in shop windows. 😂✨ Sometimes, it's the simplest products that deliver the most surprising results. 🤍🥹

Le constat en 2017 était sans appel : quinze ans sans nouveau Canadair, dix ans sans nouveau Dash, une flotte aérienne vieillissante et une chaîne de production à l’arrêt. Depuis 2017, nous avons changé d’échelle en investissant plus d’1,5 milliard d’euros pour renforcer les moyens de la sécurité civile. Dès 2017, plus de 400 millions d’euros ont permis l’acquisition de six Dash 8 MRBET pour remplacer les anciens Tracker et renforcer la lutte contre les feux de forêt. À partir de 2022, plus d’un milliard d’euros supplémentaire a été engagé pour renouveler la flotte d’hélicoptères, acquérir de nouveaux Canadair, renforcer les moyens aériens et financer plus de 1000 camions-citernes supplémentaires. Jamais la Nation n’avait autant investi dans la sécurité civile. Cet effort se poursuivra.

I rarely make public calls on stock price trends (industry research and stock price forecasting are two entirely different things). One recent exception came ahead of WWDC26, when I said I was positive on Apple's share-price trend in 2H26 and added: "...regardless of what Apple says at WWDC26, as long as this core bull narrative stays intact, Apple's positive 2H26 share-price trend is unlikely to change." After weathering a pullback triggered by the post-WWDC26 sell-the-news reaction and Apple's product price hikes, Apple shares still reached an intraday all-time high despite recent market volatility, consistent with the trend I forecast a month ago.

Just a reminder that deepseek v3 came out 18 months ago and was considered revolutionary at the time but is basically unusable today There was a fierce debate at the time about vibe coding and the argument was that LLMs can never create anything new because they are limited by their training data Those engineers were partly right and vibe coding was a real nightmare, I cannot believe what we used to put ourselves through with Sonnet 3.5, but we also knew real new things could be made and that the detractors were wrong I guess us non-engineers saw it most clearly (I would like to think so at least) because we were astonished at the new things we could do without the programming background, and we had nothing to lose and everything to gain in our enthusiasm Then came Opus 4.5 earlier this year which changed everything Suddenly real production code became possible with so much less friction and headache Everyone complained endlessly about models being nerfed or quantized but there was a steady march of progress from 4.5 to 4.8 Now a completely new crop of models is coming out that is not quite a 4.5 moment but something close We are not only getting more polish but things are becoming a little freaky, entire isolated domains become possible to combine with small teams or even just one person into new applications that would have required large infusions of time and capital in the past My wife back in 2021 told me about AI but I was in healthcare, I thought she was being a little nutty, and she talked like something from a science fiction film was coming and she got involved in it early on She never stops letting me know that she was right, and she was The next year is going to be wild, the world is truly going to change over the next few years, the scale of disruption will be a combination of astonishing and awesome, but also catastrophic There are many amazing things ahead and extraordinary challenges and opportunities We are living inside one of one of the biggest revolutions in human history

Jaylen Brown says 60% of NBA players lose most of their wealth because the agency model broken “I hope I ruffle all the motherfucking feathers. The agency model isn't working. It's a bunch of players going broke when they retire. It's like 60% of players within the first 10 years are losing majority of their wealth after making millions of dollars. Living check to check. You can blame the athlete, maybe they living expenses, but they was 18 or 19 when they came into wealth and the people that represented them didn't help them handle that in no capacity or care to. After they get you and they get in your pocket, they just go get the next one and get in his pocket” “This is what I'mma stand on. And this could be controversial, but I don't care. If you can't help me at 18 or 19 to maintain my wealth, build a legacy, and keep what I'm earning and be able to influence me on my decision making, you shouldn't be representing me in the first place. Shouldn't even be allowed to walk into my house. But we allow this agency model. They keep coming in and they keep stripping everything and we giving it right back to the same people that was giving it to us in the first place. Giving it right back” “Something got to change. There's been people taking advantage of these 18, 19 young kids, and nobody says nothing. I think that's a part of the problem where we don't say that and we just allow that to be normalized. No, that shit ain't normal. You get millions of dollars and now you broke. And the people that's representing you can't even pick up the phone now. These people have continued to do that and they're gonna continue to do it because they see it as business and economic opportunity”