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.

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.