TickerTain
TickerTain
NewsroomShortsPortfolioConvergence
NewsroomShortsPortfolioConvergence
←
▶ 7:17 · $AMI-LABS · Ami Labs raises €1B seed to build world models, betting on sensory data over text
episode briefing
Y Combinator

What Big Tech Missed And How Startups Can Still Win

2026-07-25 · 3 company · 9 thematic
sentiment
2 bull1 bear0 neu
speakers
alex

Alex Schultz is the Chief Marketing Officer at Meta, author of 'Click Here: The Art and Science of Digital Marketing and Advertising', and former growth leader at Meta overseeing ads ranking, engagement systems, and AI infrastructure.

quote
“So, a world model is a model where we don't cheat. We are not learning through text. We are learning directly like humans, like animals, from the real world. So, meaning video, audio, sensory data, uh playing with objects. So, we are reall…”
—alex
now playing · $AMI-LABS
$AMILABSbullish· high· posalex
Ami Labs raises €1B seed to build world models, betting LLMs won't reach AGI
Alex argues world models learning directly from sensory data (video, audio, touch) rather than text are necessary for true common sense and general-purpose robotics, requiring mas…
$AMI-LABSbullish· high· posalex
Ami Labs raises €1B seed to build world models, betting on sensory data over text
World models trained directly on video, audio, and sensory data will surpass LLMs for physical reasoning and robotics, requiring massive compute and data but enabling general-purp…
$META···bearish· highalex
Former Meta AI lead says big tech risk aversion blocks breakthrough innovation
Large companies face legal and risk constraints that prevent them from deploying imperfect AI models, giving startups an edge in pursuing high-risk research that big tech cannot a…