cover of episode Fei-Fei Li: World Models and the Multiverse

Fei-Fei Li: World Models and the Multiverse

2025/6/4
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E
Erik Torenberg
F
Fei-Fei Li
M
Martin Casado
总合伙人，专注于人工智能投资和推动行业发展。
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Fei-Fei Li: 我认为，空间智能是超越语言的关键智能组成部分。语言只是对现实世界的一种有损编码，而真正的智能需要理解和操纵3D空间。我们现在所缺少的，正是一个能够理解和模拟真实世界的世界模型。这个模型不仅能用于机器人，还能激发创造力，甚至创造出无限的虚拟宇宙，让我们以多元宇宙的方式生活。 Martin Casado: 我认为，语言在传达复杂现实方面存在局限性。当我们试图在实际世界中导航时，我们更多地依赖于我们对世界的直接感知和重建能力。空间智能对于机器人、视频游戏、艺术和设计等领域至关重要。世界模型能够从2D视图创建完整的3D表示，并允许我们操纵、移动和测量3D世界中的物体。 Erik Torenberg: 如今的AI对话主要集中在语言上，但我们可能忽略了更基础的东西：空间。空间智能对于AI的发展至关重要。

Deep Dive

Chapters
This chapter explores the concept of spatial intelligence, a fundamental aspect of intelligence often overlooked in today's AI landscape. It highlights the limitations of language-based AI models (LLMs) and the need for AI systems that can understand and reason about the 3D physical world. The discussion involves the importance of world models and how they can reshape the future of AI.
  • Spatial intelligence is a critical part of overall intelligence, going beyond language capabilities.
  • Current AI conversation is dominated by language models (LLMs), but spatial understanding is missing.
  • World models are AI systems that perceive and act in 3D space.
  • Fei-Fei Li and Martin Casado independently recognized the importance of world models before it became mainstream.

Shownotes Transcript

What if the next leap in artificial intelligence isn’t about better language—but better understanding of space?

In this episode, a16z General Partner Erik Torenberg moderates a conversation with Fei-Fei Li, cofounder and CEO of World Labs, and a16z General Partner Martin Casado, an early investor in the company. Together, they dive into the concept of world models—AI systems that can understand and reason about the 3D, physical world, not just generate text.

Often called the “godmother of AI,” Fei-Fei explains why spatial intelligence is a fundamental and still-missing piece of today’s AI—and why she’s building an entire company to solve it. Martin shares how he and Fei-Fei aligned on this vision long before it became fashionable, and why it could reshape the future of robotics, creativity, and computational interfaces.

From the limits of LLMs to the promise of embodied intelligence, this conversation blends personal stories with deep technical insights—exploring what it really means to build AI that understands the real (and virtual) world.

Resources: 

Find Fei-Fei on X: https://x.com/drfeifei)

Find Martin on X: https://x.com/martin_casado)

Learn more about World Labs: https://www.worldlabs.ai/)

 

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