The last 5 years have been dominated by LLMs.

@gravicle makes a compelling case for visual intelligence dominating the next 5.

We discussed the journey from @southpkcommons, to @LumaLabsAI, to world models (what does this even mean!?).

Enjoy!

(00:00) Apple's LiDAR work seeded Luma's founding vision

(05:05) - A free app was secretly a data collection operation

(06:49) H100s made video generation stop feeling impossible

(10:00) Most definitions of "world model" are simply wrong

(14:37) Why unified models beat pure video scaling

(20:03) Luma Agents and the end-to-end creative production loop

(23:00) The knowledge gap no model can close alone

(29:34) Blowing James Cameron's mind in five minutes

(31:16) Why consumer video generation failed—and who it's actually for

(35:23) - Product and research aren't independent things at a foundation lab

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