Weekly
World Models & Physical Intelligence
JEPA, world simulators, and the post-LLM intelligence movement.
World models surged 788% in our coverage — the second-fastest rising concept after agents. AMI Labs raised $1B to prove LLMs are a dead end. NVIDIA shipped Cosmos. This newsletter tracks the alternative path to intelligence.
Latest Issue
World Models News: Japan Physical AI Deployment, NVIDIA Cosmos Update, VL-JEPA at ICLR — April 7, 2026
Week of March 31 – April 7, 2026The world models thesis just passed its biggest funding milestone, Japan is proving physical AI works when the alternative is economic collapse, and Cisco's data shows 61% of industrial organizations are already running AI in live physical operations. Meanwhile, the a...
Read This Issue
April 7, 2026
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What we cover
- AMI Labs & JEPA architecture
- NVIDIA Cosmos & physical AI
- Autonomous driving world models
- Video prediction & simulation
- The LLM vs world models debate
Who it's for
Researchers and engineers who think text prediction isn't enough.