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The a16z Show · · 44 分钟

为什么世界模型可能改变机器人、3D与创意产业

Fei-Fei LiJustin JohnsonBen MildenhallMartin Casado

YouTube
TL;DR
  • World Labs刚推出的Atlas引入了一种真正全新的基础模型原语——新视角预测,并首次在单一架构中统一3D重建与生成。 Justin Johnson的表述是:“LLM建立在预测下一个token之上……视频模型建立在预测下一帧之上。Atlas真正预测的是新的视角。” Ben Mildenhall补充称,每张输入图像都带有一个3D相机位姿;相比之下,文本提示视频模型更像“老虎机”。
  • 拍摄经济学的核心是实现50–100×的成本下降:过去每个房间需要100–300张照片的稠密重建,现在3张iPhone照片即可完成。 Matrix的子弹时间效果过去需要绿幕前环绕数百台相机,如今只需3个三脚架,无需昂贵标定;即使删掉旧素材中95%的照片,仍然可以完成重建。Ben称,这“彻底颠覆了我们对什么样的数据能够被重建的理解”。
  • 团队坚持认为扩展才刚开始——此次发布的模型受限于发布期限,而非架构、规模或数据上限。 “我们还处在最初阶段”,算力是主要瓶颈;每次扩规模都“显著变好”。Fei-Fei Li也承认,令她意外的是,新范式预训练的“第一个周期”就能奏效——她原本预计要经历数轮迭代。
  • 机器人论点的核心是数据,而非芯片:目前机器人领域最大的问题其实是数据;总有一天会变成芯片,但现在还是数据。 收购的机器人团队前身为Synapse,可以用Atlas改善痛苦的real-to-sim流程;Johnson提出,数据驱动的神经模拟器可能成为未来的基础设施。Casado随即追问,模拟器本身能否成为一个参与者——这与世界模型的普适性论点一致。
  • 已知短板——动力学——据他们称已经潜藏在模型中,并非像Marble那样的架构限制。 反直觉的训练经验是:即便想得到静态结果,“最佳方式其实是向模型展示动力学”,让模型自行过滤;这一checkpoint只是通过后训练偏向静态,输出中已经能看到波浪和行驶中的汽车。
  • 娱乐之外的商业切入口是设计迭代,因为把反馈转译成3D模型“就是95%的工作”。 建筑、施工乃至展会展台都适用;真正需要跨过的门槛是可编辑性:控制力必须“在不牺牲模型质量的前提下”实现,否则产品最终只会停留在娱乐层面。
  • 收尾论点是AI完备性:“预测下一个视角,等价于预测下一个token。” Ben Mildenhall以进化论作结:“自然赋予动物眼睛,但没有赋予树木眼睛……当你移动时,你就会看到新的视角”(“Nature gave animals eyes. But nature did not give trees eyes... when you move, you see a new vantage point.”);Martin Casado的评价是:“可能是今年最重要的模型发布。”
摘要 · 为研究而整理的核心内容

1. Atlas的原语:预测下一个视角,而非下一帧

  • Justin Johnson在发布时总结,Atlas可以生成、重建并模拟世界:基于图像和运动轨迹的相机条件生成,从1帧到约100帧的稀疏3D重建,以及通过子弹时间视频和机器人模拟展示的仿真能力。底层原语是:“LLM建立在预测下一个token之上……视频模型建立在预测下一帧之上。Atlas真正预测的是新的视角。”只要把虚拟相机指向时空中的任意位置,Atlas就能渲染出对应画面。
  • Matrix演示的原版故事是:Neo坠落镜头需要在绿幕摄影棚周围架设数百台相机;Atlas则只用“3部放在三脚架上的iPhone”,就能重新合成一段时间冻结的飞越镜头——相机掠过空中的牛奶飞溅——无需摄影棚、绿幕或标定。
  • Mildenhall认为,Atlas与那些自称世界模型的视频模型的区别在于:Atlas中的“每张图像实际上都有对应的3D相机位姿”。因此,只要场景覆盖足够充分,重建就能以极高精度复现所观察到的空间,而不是靠文本提示反复协商生成结果,从而摆脱“每次都要重新生成”的“老虎机效应”。

2. 融合重建与生成,跨越计算机视觉半个世纪的分野

  • Fei-Fei Li从历史角度指出,重建与生成在过去半个多世纪一直是不同的会议赛道——围绕新视角合成,“我都数不清写过多少篇博士论文”——而一个“优雅地将两者结合或统一起来的模型”会“极其强大”。
  • 促成这一点的是预训练阶段的原生多模态:文本、图像、视频,以及相机位置和深度图都作为一等输入进入模型。Johnson称,这种做法“我认为此前没有人在预训练阶段做过”。
  • 在Fei-Fei的解释中,两部分缺一不可:传统重建可以通过三角测量还原可见点,但所有不可见区域都会留下空洞。即使是世界级专家拿着单反相机拍上数百张照片,也会漏掉麦克风下方和椅腿之间的空间,因此必须由生成来填补缺口,“因为你永远不可能把一切都拍到”。

3. 从Marble的Gaussian splat瓶颈到50–100×更稀疏的采集

  • World Labs成立已有2年半;去年的Marble以Gaussian splats输出,能够在手机和VR头显上渲染,但固定的输出表示构成了“瓶颈”。Atlas将不同模态拆开,以视角预测作为原语,按需生成RGB、3D或splat世界;这一表示重构经历了“汗水、鲜血和眼泪”般的取舍。
  • 团队给出的稠密与稀疏采集数据是:传统采集“需要这个房间的100到300张照片”;Fei-Fei曾看到一名首次使用者花约2小时扫描一个多房间空间。Atlas将目标降至3张,实现“50–100×的下降”;Mildenhall从旧录制中删掉95%的照片,仍然得到重建结果,并将一栋房子的2,000张照片压缩成30–40张输入,生成几乎相同的飞越镜头。
  • Mildenhall将其类比为LLM的上下文竞赛:语言模型的上下文从128个token扩展到100万个token,但没有人以同样系统化的方式把上下文推入图像和视频模型——“重建其实就是拥有超长上下文的生成”。
  • Fei-Fei最喜欢、但最容易被忽视的演示,是用3–25张斯坦福庭院的地面照片生成一段空中飞行镜头——“你看到的一切都是生成的,但遵循的是重建规律”。

4. 信念、足球Slack消息与“我们还处在最初阶段”

  • Casado问他们是否一开始就知道这条路能走通。Johnson回答“我相当有信心”;Fei-Fei说,3人都“完全相信扩展定律”,但她也保留了诚实的限定:“第一个周期就能奏效,本身简直不可思议。”公司成立时,空间智能领域还没有任何扩展定律可供参考。
  • 内部故事发生在初夏:当时团队还在使用一个较小的、前Atlas模型,Ben把著名的NeRF花园桌数据喂给模型;当天晚上,一条Slack消息显示,相机正从桌子下方飞过一只足球。“我们3人互相看了一眼,说,‘就是它了’……我们 literally 用了5秒就做出了决定。”
  • 至于扩展空间,答案是:“不,不,我们还处在最初阶段。”目前不需要改变架构,算力是主要约束;发布模型的大小由“发布期限”决定,而不是由规模或数据上限决定。

5. 应用场景:3D一致的创意工作流、设计,以及机器人的数据难题

  • Mildenhall注意到,Marble用户往往上传一张图像,截几张splat场景的截图,然后就离开了;Atlas可以直接生成这些视角,把创意工作锚定在一个3D一致的世界中,而不是与那些“给我废墟的不同角度”却总会发生漂移的模型反复拉扯。“这种一致性和稳健性,是人类以空间类别思考的关键。”
  • 他认为,娱乐之外的切入口在建筑、施工和展会展台搭建,因为把创意总监的反馈转化成3D模型“就是95%的工作,对吧?你开会、获得反馈,然后花一周时间修改。”
  • Fei-Fei谈到这支机器人团队时提到,它的前身是Synapse,过去依赖“极其痛苦”的稠密重建来完成real-to-sim-to-real流程,而Atlas正是“下一代技术”。她给出了明确判断:“目前机器人领域最大的问题其实是数据。总有一天会变成芯片,但现在还是数据。”这也包括随机化电缆弯曲方式、箱体尺寸和场景布局。
  • Johnson进一步解释,机器人策略不像代码或图像那样是静态产物,后两者可以从网上获得大量样本;机器人是处在一个“不总是按你预期做出反应”的世界中的智能体,因此训练必须让它接触所有可能出错的情况。由此,他提出数据驱动的神经模拟器;Casado随即追问:“为什么模拟器本身不能成为一个参与者?”

6. 动力学已潜藏,编辑能力是护城河,视角预测“AI完备”

  • Casado转述了一位专家最尖锐的批评:“需要更多动力学。”Fei-Fei的回应是,Marble在架构和训练上“从根本上是静态的”;Atlas的架构和数据则已经包含动力学信息,包括水面波浪和航拍画面中移动的小汽车。反直觉的经验是,只有静态数据无法扩展,因此“即便我想得到静态结果,最佳方式也确实是向模型展示动力学”,再让模型自行过滤;这一checkpoint只是经过后训练,朝静态结果偏移。
  • Mildenhall认为,下一个前沿是工业级控制:场景交互、布局、物体身份和时间,“同时不能牺牲模型质量,否则它最终只会成为娱乐产品”。
  • 收尾论点是:正如预测下一个token已经足以构成“AI完备”,新视角生成预测也同样如此。Johnson谨慎地将侦探小说的例子归于Ilya:先读完整部小说,再预测“凶手是……”谁会出现。Mildenhall则给出进化论版本:“自然赋予动物眼睛,但没有赋予树木眼睛……当你移动时,你就会看到新的视角。”预测下一个视角,等价于预测下一个token。
完整逐字稿
Justin Johnson

On the path to spatial intelligence, creating pixels that are truly spatially contextualized and grounded is the same super-complex step that Atlas took. Large language models are built on predicting the next token, and video models are built on predicting the next frame. Atlas is, in essence, forecasting a new perspective.

This is a real area where AI can bring huge benefits to people and their processes. We’re talking about cutting costs by 50 to 100 times.

Martin Casado

There’s a famous shot in the first Matrix movie where Neo appears to be falling.

Justin Johnson

Exactly. They had hundreds of cameras for that green-screen angle. With Atlas, we can do this with just 3 cameras. There’s no studio filming, no green screen, and no expensive calibration. No one has ever seen results like this.

Martin Casado

When you started this, did you know it would work?

Justin Johnson

I was pretty confident. Every time we scaled up the model and trained it longer, it got significantly better.

Martin Casado

Does this mean we’ll get 4D videos? Will I be able to walk around?

1. What Atlas Is & Why It Matters

Yesterday was a big day. You launched a new cutting-edge model that received a great reception that continues to this day. I think it would be good to structure our conversation like this: let’s discuss what exactly was launched, and then go back through the history and trace the path of development.

So, Justin, can you tell us what was launched yesterday and why it’s important?

Justin Johnson

Yes. Atlas is our new next-generation world model. It has 3 main characteristics: it can generate, reconstruct, and simulate the world.

It has very high-quality generation under camera control. You can input an image along with a camera trajectory, control the model, and have it generate video frames from any desired perspective. It also performs sparse 3D reconstruction very well. You can load 1 or more—up to 100—frames that show views of the real world and use them to reconstruct that world.

This reconstruction can be presented as a new video of a flight through space or as a clear 3D reconstruction of that space. Finally, it can be used for simulation. We’re showcasing these incredible bullet-time videos that have been garnering a lot of attention online, as well as a robotic simulation.

Martin Casado

What is a “bullet-time” video?

Justin Johnson

The bullet-time style of video comes from The Matrix. There was this famous shot in the first Matrix movie where Neo is falling—

Martin Casado

Oh, yeah. That’s right.

Justin Johnson

You remember that famous moment: he’s falling, everything is in slow motion, and the camera is flying around.

This is how they made the shot: they set up a ring of hundreds of cameras. When he fell in the studio, hundreds of cameras filmed him from different angles against a green screen. They then used those hundreds of cameras to create that famous shot in The Matrix.

With Atlas, we can do it with just a few cameras—3 cameras. That means no studio filming, green screens, or expensive calibration. We can literally put 3 cameras—3 iPhones—on tripods and use them to film something happening, such as someone throwing a ball into a basket or dropping a strawberry into a bowl of milk.

From those 3 iPhone videos, we can recompose the shot and imagine that time has stopped while the camera flies past the splashing milk, creating these amazing “frozen-time” shots. We can even do this with only a pair of cameras.

Martin Casado

Can you give us the simplest description of what Atlas does? What goes in, and what comes out?

Justin Johnson

One of the fundamental principles of Atlas—the most important one—is the anticipation of new perspectives. This is a fundamental primitive that we find extremely exciting: a completely new primitive for basic models that no one has done before.

We know that large language models are built on predicting the next token. We’ve seen that video models are built on predicting the next frame. Atlas is truly a prediction of new perspectives.

Given a certain number of views of a scene or its description, those inputs form what we call a spatial context, which implicitly describes the world we want to talk about. You can then point the virtual camera at any point in space and time, and Atlas will figure out what that world should look like from that position in space and time.

Martin Casado

Ben, with all these video models claiming to be models of the world and creating new angles, could you explain more specifically how this is different from the many models that have come before?

Ben Mildenhall

Yes, I think what Justin was talking about regarding the spatial-context aspect is extremely important here. There are many video models, many of which have gained popularity by introducing a single image or interpolating between the initial and final frames. Now we’re starting to see models that can do a kind of omni-reference with 20, 30, or 50 images.

The main thing about Atlas is that it has a spatially based meaning for every frame you load into it. This is not just an image that the model will interpret however it wants, or that you try to negotiate with using text prompts to get it to do something specific.

In Atlas, each image actually has a corresponding 3D camera pose. That means you can perform the reconstruction task with an extremely high degree of accuracy. If we have 4 views of this room, 1 from each corner, you can feed them into the model and get an exact copy of everything you see in this room. It won’t have to guess what’s in the other corner or what the relationships are between objects. It will simply reproduce exactly what you gave it.

You can also do this in a creative or imaginative sense. If you take 2 photos from different AI generations or real-world locations, you can place them to build targeted camera passes guided by exactly where you placed the desired content and where the camera will look and move.

In my opinion, this is very different from the “slot machine” effect of having to redo the generation over and over again with only a high level of textual control, as in video models.

2. Is This a Scaled-Up Video Model or a New Architecture?

Martin Casado

Is this just an obvious, scaled-up version of the traditional video model, or is it a new architecture?

Justin Johnson

I think this is a fairly new thing for a few reasons. One of them is what we talked about: it performs both generation and reconstruction together within the same model.

As Ben said, this system can take multiple angles of this room and then reconstruct everything in the room exactly as you see it. Historically, reconstruction was a separate subfield of computer vision, with its own specialized tasks and specialized models.

Generation is something that all text-to-video models do very well, including all the big diffusion models we’ve seen in recent years. They’re great for creative tasks, when I want to imagine something that has never existed before.

But with Atlas, we’re bringing these 2 different parts of visual intelligence together for the first time in a single model. It can perform both 3D reconstruction and generation within the same architecture.

To do that, we had to make a few changes. First, we had to make it multimodal from the start. The system works natively with text, images, and video. It also works with camera positions as native inputs to the model, which I don’t think anyone has done before in the pretraining phase.

It uses 3D as the native modality it works with. The system was designed from the beginning to be natively multimodal, and I don’t think anyone else has done this.

Martin Casado

Sorry, I’m just not very good at this. By 3D, do you mean depth maps, or something else? What does this mean?

Justin Johnson

The wording we’ve been using so far is depth maps. You can have a frame where a virtual camera indicates its position in 3D space, and that camera position and its parameters are input to the model.

Along with this camera position, you can add RGB data that shows what this point in space looks like, as well as a depth map that defines the spatial structure of this position in 3D. Text, images, video, and 3D cameras are the modalities that this system processes together in a multimodal way.

Fei-Fei Li

I want to add that what Justin just said is extremely important, and what Ben talked about is also underrated. This is the first time we’ve combined pixel generation and pixel reconstruction.

In the world of computer vision, this field has existed for over half a century. Sitting here and having worked in this field for decades, I can’t tell you how many PhD theses have been written on reconstruction or the synthesis of new perspectives. Our field has traditionally had several directions.

You go to a computer vision conference, and there’s a pixel-generation section, a recognition section, and a 3D-reconstruction section. This is an elegant model that combines or unifies the problems of reconstruction and generation based on viewpoint and perspective estimation. It’s incredibly powerful.

3. Spatial Intelligence & Why New View Prediction Matters

Martin Casado

Can we take a step back? When you started the company, I remember you said you wanted to do spatial intelligence. Now we have this new model, and to me, as a layman, it seems very general.

You have a prediction for the next frame, and this is a prediction of a new view. You can get 1 view from a set of views, and you get a new view. Can you explain how this is a significant step toward the general problem of spatial intelligence, perhaps starting by describing what spatial intelligence is?

Fei-Fei Li

Spatial intelligence should ultimately enable us to generate space, reason within it, and edit and interact within it. It’s debatable whether that means 3D or 4D. Ultimately, this is 4D, with a temporal dimension, but even 3D represents fundamental tasks that spatial intelligence must perform or provide.

And then we talk about being able to render, simulate, and plan actions with this. But to do this, the fundamental problem that must be solved is understanding the geometry, structure, and physics of space. I really believe that Atlas is a significant step forward because, with every frame, you can generate an estimate of important information—namely, the point of view, or camera pose. This is the most important information needed to understand the geometry of space.

This can lead to all those emergent patterns of behavior that we see in the model results we showed in the blog.

Martin Casado

So, on the path to spatial intelligence, generating pixels is certainly an early step that we've seen in, as you say, billions of models. But generating pixels that are truly spatially contextualized and grounded is a completely different and important step. This is the same extremely complex step that Atlas took.

Fei-Fei Li

We definitely have more to say, but we can just move on, right? It's as if there's a fourth dimension of time that will add dynamics, as well as higher-fidelity simulation and better spatial detail. This is part of the spatial intelligence roadmap.

Martin Casado

Great. I would really like to delve into what this is all about, but first, let's talk about how we got here. How long has World Labs been around?

Fei-Fei Li

Two and a half years.

Martin Casado

And you've actually released models before. So why don't you just jump straight to Atlas?

Fei-Fei Li

Great question. This is real magic, right? Justin's team needs a lot of chips.

Justin Johnson

Yes, you need a lot of GPUs to scale this thing.

Fei-Fei Li

Last year, we released our Marble world model. This was the first big, serious model of the world that we presented. It powers our current product, Marble.

Martin Casado

Marble is really cool.

Fei-Fei Li

Marble can take images, videos, and text prompts and use them to create 3D worlds. But one of the biggest differences between Marble and Atlas is the output modality. Marble focused on Gaussian splats as a form of output representation. Whatever you input, you get a 3D world represented as Gaussian splats.

Martin Casado

And Gaussian splats are very useful, aren't they?

Fei-Fei Li

They are really cool. They're easy to render, they can be deployed effectively on mobile devices and VR headsets, and they can interact with game engines and simulation engines. Gaussian splats have many advantages.

But this was a kind of bottleneck in the previous Marble model. With Atlas, we reworked the system and realized that we needed to separate these modalities earlier so that they worked more uniformly within the model. In Atlas, the fundamental primitive is not creating a world of Gaussian splats. The fundamental primitive is, as we have already said, the prediction of a new view.

This allows us to generate RGB frames and generate 3D, and we can use them to create beautiful Gaussian-splat worlds when needed. But we don't need to limit our results to Gaussian splats when there's no need to. It took a lot of sweat, blood, and tears to understand all the advantages and disadvantages of these different representations.

Justin Johnson

This is just one part. The other part is that you have to climb the scaling ladder. You need to gradually move up, conduct smaller experiments, and create smaller models to build confidence in what will work and what can scale.

If you could instantly know what would scale, you would just do it. But when we started the company, the world was completely different. For example, there was no scaling law for spatial intelligence.

Fei-Fei Li

When we started the company, the world was completely different and technology was at a completely different level. We had a lot of ambition about where we wanted to go, but it took us a few iterations to get to a model that we thought was really the same thing that could scale.

Martin Casado

Ben, as the creator of NeRF, who has worked extensively with 3D and reconstruction, it's not obvious to me that having multiple angles will necessarily result in a 3D object. But you clearly showed how to get this 3D object. So maybe tell me a little bit about this stage.

Ben Mildenhall

As you said, I've spent many years of my career, most of it, working on creating 3D objects from images. This is something we talked about a lot in the early stages of the company: What approach would we take to create 3D? Would we synthesize multiple views and then build 3D from them, or would we try to move directly into a 3D direction?

There has been a lot of uncertainty in the field about which of these approaches will ultimately win out or produce the best early results. But I had a lot of confidence just seeing the power of what I would almost call coarse scaling—scaling to a very, very small scale, not like real-world modeling, but the dense-reconstruction scaling that we've seen over the past 3 years.

So basically, we released this dense reconstruction—

Martin Casado

Dense?

Ben Mildenhall

Yes, dense. I'll just say dense because I know we're going to be talking about sparse, and I want to make sure people understand what dense is and what sparse is.

Fei-Fei Li

I think that, even from a technical and commercial perspective, was one of the challenges to creating a product based on 3D-reconstruction technology at a fundamental level. People don't think about it in the usual sense. They think, “I took 3 photos of this object or 6 photos of this room. I look at the photos, and I can understand in my imagination how they fit together. I can somehow fill in the gaps and understand it.”

But there has never been a real alignment between this a priori knowledge based on data and the kind of crude dense reconstruction we've been doing, which is actually much closer to scientific or medical imaging. You actually need to tell me that, for everything I want to see in this reconstruction, I need at least 3 or 4 angles.

If you think about it, even just in this room, there's space under the microphone, under the table, between every crack and crevice, and among the leaves of the plants. To get an image that covers each of these points requires a very exhausting effort to go around the room. I think you've all seen me running around different places filming them.

For someone who is well trained, it can take minutes. But if you give a regular consumer—or even a professional trying this for the first time—a regular cellphone camera or other shooting device, it will probably take them an hour. I saw someone try to scan a multi-room space for the first time and spend about 2 hours walking around it to get enough coverage. It's a very, very exhausting and boring cycle.

When we say dense, we really mean dense. For this room, I want 100 photos—many photos. I need somewhere between 100 and 300 photos of this room to capture it. We are trying to reduce this number to 3.

We're talking about a 50–100× reduction, and at that scale it completely turns the idea of what kind of data can be reconstructed upside down. You can go back to existing images, find something online, and even create scenes based on them. You can take regular videos and find a lot of material from the past that we would never use, and potentially breathe life into it in 3D.

Ben Mildenhall

This is something we experimented with a lot at Atlas. We take old clips—I took a bunch of my old recordings that didn't work before, ran them through the system, and saw a normal reconstruction for the first time. Or I took old recordings, deleted 95% of the photos, and got views that I would never have achieved with traditional reconstruction like NeRF or splatting.

Fei-Fei Li

One thing that gets overlooked on the demo site is the Stanford demo, where Ben showed that with 3 to 25 images, you can reconstruct the entire Stanford courtyard. But we had to show it from the air, even though every input image is Ben standing on the ground and taking photos from ground level. Everything you see is generated, but according to the laws of reconstruction. This is truly magic.

This is where generation and reconstruction must interact in a fundamental way to solve this problem. In the classic reconstruction that Ben was talking about, the reason so many angles are needed is that you need multiple images to triangulate a point in 3D space and see it from many perspectives. That is a prerequisite in the traditional version.

On the other hand, anything that wasn't captured in those angles—any pixel not visible in the input images—will be a hole in the 3D reconstruction. Fundamentally, if something wasn't visible in the input frames, you need to imagine it to fill in the gaps. That is, in essence, a generative process.

Even in this room, if we give Ben a DSLR and let him take hundreds of pictures of the room, even the world's expert in such detailed photography will still miss certain places. He won't be able to see under all the microphones or under all the tables or between the legs of chairs. You'll always miss something, no matter how many shots you take.

Therefore, generation is needed here as another mechanism in the model, because you can never get everything. It takes some generative ability for a model to think, “Based on what I see, I can first triangulate what's visible and then fill in the gaps with what inevitably failed to be captured.”

Martin Casado

Yes, and there's something extremely cool about that, because large language models figured that out a long time ago, right? There were some kind of context wars when, for the first few years, we went from 128 to 256 and then to 512 tokens. Now we have 1 million of them, right? Everyone now understands on a very tangible level the value of increasing context when you use models for programming.

Ben Mildenhall

This is a difficult task. Everyone understands this, but no one has yet exploited it in image and video models in the same principled way. No one is trying to download an hour-long video and find a “needle in a haystack,” such as the frame at minute 37. In the case of reconstruction and generation, you have the same thing: reconstruction is just generation with a very long context, where you put in a lot of data.

This creates a continuum where you combine these 2 things. And Atlas creates the opportunity to do things we could never do with Marble. Marble had a fundamental limitation: you couldn’t cram more than, frankly, a few images into it. But with Atlas, I can take 64 shots and do a flyby of an entire house, where everything is based on what was seen, almost seen, or slightly extrapolated from what isn’t there.

I can take the snapshots I took of 2,000 images of a house with many rooms, reduce them to 30 or 40 inputs, and the flyby looks pretty much the same. This was simply completely unthinkable before. All of this became possible thanks to the creation of a spatially scalable context window where you can drop in data.

Martin Casado

So should we think of it as sparse—the photos that you physically took—and then Atlas, as a model, creates the rest of the scene, and you use classical reconstruction methods? Is that how you should think about it?

Ben Mildenhall

In a sense, yes. That’s the beauty of Atlas. You can take any number of input views, down to 1, and then use Atlas as a sort of rendering engine to create whatever you want. You can move it around like a virtual camera.

You can just say, “Okay, I have a photo here. I want a photo there, there, and there.” You can do a few of these and then tell it to do a close flyby. You can do this sequentially; it’s an autoregressive model. It’s up to you. You choose what you add to the context interactively during generation.

Martin Casado

What amazes me is that I have a very simple mental model: I have 4 photos, and I need the model to extrapolate from them and then have everything come together in the reconstruction. It has to be 3D, and I always find these diffusion models visually great but not accurate.

I don’t even know if there’s a question here, but how is it that the room fits? How is it that it is 3D-consistent? Is it just a large amount of data?

Justin Johnson

Yes, part of it is belief in the scaling hypothesis.

4. Did You Know It Was Going to Work?

Martin Casado

By the way, I have to ask: when you started doing this, did you know it would work?

Ben Mildenhall

I was pretty confident.

Martin Casado

Were you sure?

Fei-Fei Li

I think all 3 of us had complete conviction in the law of scaling.

Justin Johnson

Yes, I think so. I truly believe that the precise choice of architecture and data mix is where the devil is in the details.

Fei-Fei Li

I watched Justin and his team go from, “We really don’t know how long this will take,” to, “Oh, maybe there are signs of life,” to, “Well, it will work.” Nobody had done it, but I think the hypotheses were, first, that you had to get all the data, and second, that you had to predict the next viewpoint. We were convinced of these 2 things from the very beginning.

I was very confident that it would work. I wasn’t sure it would work so well and so quickly. I thought there was a chance we would do it, but it may not have been obvious that the first cycle of pretraining a new model with a new architecture and a new paradigm would work. The fact that the first cycle worked is simply incredible. I thought there was a chance we would have to do a few more iterations of the pretraining cycle before we got the desired level of quality.

Martin Casado

Are we already at the point of scaling for this architectural approach, or do we need another breakthrough?

Justin Johnson

No, no. We’re at the very beginning.

Martin Casado

Really? Without changing the architecture?

Justin Johnson

Yes, I think we’re at the very beginning. At the moment, we’re only limited by computing power. Data is very important, as Fei-Fei likes to point out, but everything has a bottleneck, and I think the main limitation to further scaling is precisely the computational resources for training.

During development, we trained a sequence of models. We blogged about this a bit, but we trained a few models that were the first rungs on the scaling ladder. Every time we made the model bigger, trained it longer, and ran it on more chips, it got significantly better.

The size of the model that we showed in the blog is obviously the biggest and best that we’ve trained, but it wasn’t limited by scale or data or anything like that. We had a release deadline, so we limited ourselves to what we managed to teach before that deadline.

Fei-Fei Li

Here’s a little insider information. Justin and the team train from smaller to slightly larger models, and they have a development plan. One summer day, early in the summer, it wasn’t even the current Atlas model yet—it was a smaller model. Ben fed the data into novel-view generation.

Remember that famous table, the garden table, from the NeRF paper and many other works? That night, I got a message on Slack. We all saw Ben’s message about our camera flying under the table.

Ben Mildenhall

Yes, with a soccer ball.

Fei-Fei Li

It was real. That morning, the 3 of us looked each other in the eye and said, “This is it. This is what we’re going to build.” We made the decision in literally 5 seconds. No one had ever seen a result like this before.

5. Use Cases: Creatives, Games & Robotics

Martin Casado

Ben, can you be a little more specific about the use cases? World Labs has historically had many creative users who used Marble for consistency, to create 2D images, movies, 3D objects, games, and more. Maybe you can talk about how Atlas expands or complements those existing use cases, and then I’ll talk about robotics.

Ben Mildenhall

Yes, of course. It’s funny enough that one of the main ways people have used Marble fits perfectly into this new view-prediction scenario. Many of our Marble users—Marble is our previous product—would upload an image, get a full 3D scene in the form of a Gaussian splat mesh, take a few screenshots from different vantage points, and leave.

We thought, “We can just generate these images if that’s the data we need, right?” There was a lot of loss of quality there. People would say, “This Gaussian splat could look better.” We decided, “Okay, what if we just model these viewpoints generatively with that same level of control?”

This key possibility of view synthesis has been an academic problem for a long time, in the sense of, “You’re going to do a really tight capture.” But generative synthesis of appearance is a relatively new task.

We see so many people who have multistep workflows in their creative process. I don’t think there’s anyone who uses 1 monolithic model, even Seedance or something else, to accomplish their holistic task. People usually have a bunch of storyboards and mood boards with images that they take from their favorite model collections to generate images. They then turn to various video tools to combine them into keyframes, and then they edit and re-edit them.

We saw a niche but very specific use case for Marble: as a way to ensure that your generation is based on a certain 3D-consistent world. I’ve struggled with different models myself, trying to ask them, “Give me different angles of the ruins.” Every time, you could see, “Oh, they’ve shifted somehow.” It’s unstable, and even this one use case suggests value lurking beneath the surface.

After all, for decades, people have become accustomed to a stable 3D state—a virtual simulation of what they do in the real world, with a stage, props, and elements—whether for movies, shows, commercials, or creating game environments. This consistency and resilience are key to how humans think in spatial categories and develop environments over time.

People don’t think ephemerally, like, “Generated, generated, discarded,” with only text queries left. People want to create collections of assets and model the world that way. We’re trying to provide, through this spatial context mechanism and other means, that level of control and precision, along with the ability to accept different input modalities, starting with images.

We want to give people more control over the elements of the scenes that they view, edit, and interact with in the future. I think this opens up further use cases in the areas that we’re already seeing, and it also extends to any areas where people want to create a virtual replica or a previsualization of the real space that they need to build.

That includes architecture and construction. I once talked to a guy who built conference booths. There are so many things in the world that we don’t think about but that need to be made, and each of them goes through a painstaking phase of virtual design. In this process, part of the work in 3D programs is perhaps the most exhausting and time-consuming part today.

For example, taking feedback on a 3D design—whether verbally, from sketches, or from very quick sketches by a creative director, designer, or architect—and translating that into a 3D model is 95% of the job. You hold a meeting, get feedback, and then spend a week making edits.

That’s because our software is already decades old, and it’s never been as intuitive as playing with LEGO, modeling with clay, or drawing with a pencil. This is where AI can really benefit people in their work, whether it’s in the creative field, industrial design, or anything else. This really motivates me to create different versions of our model to meet the needs of such people.

Martin Casado

Yes, I understand how it helps creatives, as it did with Marble, and how it extends to design or architecture.

But, Fei-Fei, you acquired a robotics company, so this—we were just talking about this two minutes ago, I know. However, it is less clear to me, especially in the context of Atlas, how this applies to robotics. Could you explain that a little more?

Fei-Fei Li

Yes, Atlas is actually a key piece of the puzzle. We acquired the company formerly known as Synapse. What is its key technology? Currently, its core technology is a system that works on the principle of transitioning from reality to simulation, and then from simulation to reality.

What does this mean in robotics? You want to train a robotic arm to, say, lay cables in an industrial environment. To do this, you need a lot of data to first train the robot-control algorithm to perform cable work. Then you need to evaluate how well this algorithm works. Finally, you deploy the robot into the environment where the cables are being laid.

What this company, and now our robotics team, has done before to teach robots is exactly what I was talking about: dense reconstruction. You take snapshots of the situation and then try to recreate that environment. It is extremely painful, long, and exhausting, and it really slows down the speed of robotics simulation—the transition from reality to simulation.

So Atlas is really the next-generation technology for this. This does not just apply to laying cables with robots or anything like that. We need to look beyond that and recognize that the biggest problem in robotics right now is actually data. Someday it will be chips, but now it is data.

It is very difficult to collect real data where robots are working, and not just collect data about, say, laying cables or washing dishes or whatever. There is also a very important step called randomization, where you take the same environment and randomize the conditions. The cable does not bend in just one way; it can bend differently. The box can have different sizes, colors, and covers, or be in different parts of the scene.

Therefore, you need to go through the process of moving from reality to simulation to get enough data, in addition to other data from the internet. This transition from reality to simulation will be greatly improved by Atlas. This is only the first part of meeting the needs of robotics in modern technology, because we do not yet have a sufficiently advanced foundation model that is reliable enough for robotics.

But Atlas is a new model. It is a multimodal model. It accepts different types of input data and generates different types of output. It is quite conceivable that the next step will be for the Atlas model to accept dynamic data. This can really start to bridge the gap between action planning in robotics and Atlas’s raw data.

Martin Casado

So, this is a roadmap. What did you want to say?

Justin Johnson

What I meant to say is that policy learning for robotics is fundamentally different from any other application of AI we have seen before. If you generate a piece of code, an image, or a video, the model fundamentally creates that artifact. For that artifact, there are many examples that can be found online or elsewhere and collected.

You want to generate images—the world is full of images. You want to generate videos—there are plenty of them in the world. You want to create a codebase—there are plenty of codebases to learn from. Robotic policy is something fundamentally different.

It does not create some static object. Instead, it is a strategy that goes out into the world, acts, and tries to achieve a goal. But the world does not always react the way you expect. Something unexpected will happen. A robotic policy is essentially an agent that acts in the real world, interacts with it, and responds to what happens.

It is critical that during training, these policies are exposed to everything that could go wrong during deployment. This is where simulation plays a key role in robotics.

You can look at this from 2 sides. One is a kind of classic simulation: you can take your favorite physics engine and, as a human designer, try to creatively imagine all the scenarios that could arise when performing this task, and then try to write code that models them all.

That is 1 approach, and it is an interesting one, especially with coding agents actually getting quite a boost from it. But there is another approach: trying to create a data-driven simulation. Maybe we can create a trained model that understands how the environment, or the world, will respond to actions, and maybe sometimes it will respond in other unexpected ways.

Could we create these neural simulators, trained on as much data as possible, and then use them as a base for training robot policies? This is indeed a very interesting direction of development for the future.

Martin Casado

But it does not end there, does it? Once you have this trained simulator, it is as if it already has, in its “mind,” an understanding of the world and how the world will respond to actions. So why could not the simulator itself become a player?

Fei-Fei Li

Yes. It is the same thing, and that is essentially the key thesis we have about world models and their universality. There are certain fundamental things that a model has to understand about creating worlds, modeling them, understanding what they look like in different situations, and understanding how the world will respond to an action. That is closely related to understanding what action needs to be taken to make the world respond in a certain way.

6. The Elephant in the Room: Video Models vs World Models

Martin Casado

One piece of feedback I received—congratulations on the launch, by the way—was extremely positive. I think this was probably the most important model launch this year. Everyone was saying positive things, but 1 expert in the field whom I wrote to asked, “What do you think?” He said, “This is wonderful, even fantastic. It is impressive, but more dynamics are needed.”

So it seemed that, at least for robotics, but in general as well, it would be ideal to have a world that moved. Maybe talk a little bit about that, and also about any other future directions you can discuss that you think are worth discussing.

Fei-Fei Li

The dynamics will definitely appear. In fact, we already have the initial dynamics, and that is something that, in my opinion, people have not really appreciated. We have not emphasized this on the blog, but the previous Marble world model was fundamentally static. The model simply could not cope with any dynamics at all. That was built into the architecture of the model and into the training; it was all fundamentally static.

We already knew this was a big problem after Marble, and we already fixed it in Atlas. The Atlas architecture fundamentally supports dynamics, and the Atlas training data fundamentally contains dynamics. If you look closely at some of the videos that we posted—

Martin Casado

I saw, I saw. You see a little man.

Fei-Fei Li

Yes, waves on the water. Some examples are waves on the water, and some generated aerial views show small cars moving. The dynamics are actually already in this model.

Martin Casado

But is that—by the way, dynamics seem very problematic to me if you are trying to reconstruct 3D from multiple angles, right? Do those things contradict each other?

Fei-Fei Li

In fact, 1 of our theses is that if you are going to do fundamental 3D reconstruction, you do not really need dynamics. You want to be able to simulate exact scene views with precisely recorded time. But that was actually a problem with our previous approach with Marble.

You can try to find completely static data, but that is very difficult to scale and very difficult to obtain in large quantities. We realized that even if I want to get a static result at the output, the best way to achieve that is to actually show the model dynamics. Show the model as many dynamic objects and as many static ones as possible, and let it figure out how to filter out the dynamic ones.

In particular, in the pretraining of Atlas, it had already seen a lot of dynamics. The post-training that we did specifically for this checkpoint in this release was much more focused on statics—more on spatial movement rather than temporal movement.

But I am sure this pretrained checkpoint already contains a lot of hidden dynamics. This is something we will significantly improve in the future.

7. Will We Get 4D Video You Can Walk Around In?

Martin Casado

So, Ben, does this mean we are going to get 4D video?

Ben Mildenhall

You will be able to walk around.

Martin Casado

I can see the smiles on their faces. If you stopped now and only did “more,” “faster,” and “better,” you could build an entire industry. This seems like a very horizontal primitive to me. If you were to do nothing else, are there other things besides “more” and “faster” that excite you about your applications, which are usually more in the realm of 3D content creation?

Ben Mildenhall

Yes, I am very passionate about developing this multimodal aspect. I think different control regimes are extremely important here. In my opinion, it is very underrated, especially in the academic community, how critical it is to add control conditioning to these models to get what is inside.

Martin Casado

Honestly, this dynamic-versus-static thing is—I am trying to understand what those words mean. I am trying to understand, in simple terms—sorry—editability.

Ben Mildenhall

I think editability is key. We are seeing this in models for individual images and, starting this year, in video models, where the ability to intuitively interpret queries like, “I want this person, this object, and this action to happen at the same time,” and combine all of that into 1 cohesive result without having to manually tweak the system, is starting to open up.

Martin Casado

It is interpreted the way advanced image models do, right? In terms of editing.

But we haven't seen it spread as powerfully to video and then to world models yet, have we? We've only seen a few toy examples where you can type in a sentence and a dinosaur appears or something like that, using these real-time models.

Fei-Fei Li

But I want to bring this to an industrial level, because the main difficulty is adding control without degrading the quality of the model. Otherwise, it will just become entertainment. No one will seriously want to replace their advanced video model with yours if you provide additional settings but the image quality drops.

So I think the game is how to maintain the high bar of output quality that we set in the current model while adding all those interesting features that we're asked for: interaction with the scene, layout control, object identities, or temporal control. I think this is the direction that opens up a sea of interesting opportunities for working on the product and interface. The more complexity and richness you add, the more it allows you to completely rethink how people interact with stable 3D worlds in the computer.

This is the ultimate goal: to obtain all the necessary capabilities to build such a system.

Martin Casado

Perfect. Is there anything you would like to add about the new functionality that would be interesting, beyond just “bigger and better”?

Justin Johnson

I think it's worth going back to the basics of intelligence for me. Intelligence is not just sitting still, observing, or interpreting something when it comes to space and physical space, right? It truly closes the loop between vision, experience, and interaction. So thinking about how to climb this ladder is exactly what Ben was talking about.

Martin Casado

I think one interesting concept here is the concept of AI-completeness. Have you heard of this before?

Fei-Fei Li

Yes, yes, I've heard of it.

Justin Johnson

Aha. Well, like everyone. By the way, I hear about AI-completeness regarding LLMs: you have to be the smartest LLM to answer the question that the smartest LLM has to answer, or you have to solve the problem of general intelligence. This is essentially a connection to Turing completeness, right?

The idea is that if a problem is Turing complete, as in classical complexity theory, then I can take any class of any problems in that category and reduce them to this one problem, right? The 3-SAT problem is a classic example, isn't it? You can take any NP-hard problem and reduce it to 3-SAT. Therefore, you can use 3-SAT to solve any problem.

Fei-Fei Li

Yes, that's it. Yes, yes.

Justin Johnson

So the soft definition of AI-completeness is that there's a fundamental primitive that's an AI problem, but if I could solve this AI problem in its full breadth, I would solve any intellectual problem. The classic example for LLMs is predicting the next token. It's AI-complete because I could—there's a classic example, I think from Ilya, where there's a detective novel, and the system has to read the whole novel, and the final sentence is like, “And the murderer was…” Predict the next token. So you could, in principle, formulate any intellectual task in this way.

Fei-Fei Li

Yes, yes. But I think we're starting to understand—and Ben talked about this earlier today—that novel-view prediction, this primitive that we have in Atlas, especially generative novel-view prediction, is also AI-complete. Yes?

8. Why New View Prediction Is the Next Token Prediction

Justin Johnson

And because I could take something like a movie, watch all the footage of that movie, and then the killer comes out, and you predict exactly who comes out. I want to have a world where, for example, Martin writes on the board the proof of the Riemann hypothesis.

Ben Mildenhall

So if you look at it from an evolutionary perspective, this prediction of a new vantage point is exactly what evolution had to solve by making animals move. Nature gave animals eyes, but nature did not give trees eyes. Why? Because when you move, you see a new vantage point.

And this, regardless of whether you call it AI-complete or complete intelligence, is why we firmly believe that predicting the next viewpoint is equivalent to predicting the next token. Surprisingly.

Martin Casado

Well, congratulations to all of you on the phenomenal launch of the model. We look forward to future model launches, and thank you for coming.

Fei-Fei Li

Thank you very much.