Dylan Patel

The lithography team doesn't want to share their data with the etch team, and that data can't leave the FAB and go to an AWS data center to run correlations and all these other things, so you don't learn from the experiments you do fast enough.

Now, TSMC is not perfect here either.

They won't send their data to a cloud either, but this experimentation experiment

analyze the data, figure out the new experiments.

Cycle is slow.

And how you break that is actually changing these companies' culture, which I think Liputan is trying to do.

But also, a lot of it is building better simulators and simulating the world more accurately.

And so there's all these world model companies and like world models that dives into the software realm again, right?

But actually some of these world model companies are actually just focused on... So world models generally are like, hey, I'm going to simulate the world.

I'm going to walk around in... The common one I think is Genie 3 that Google made, right?

where you can walk around in Cape State and you walk around the world and you can like see cars driving and like they're talking about like, but it's like, actually what a world model could also be is just like simulating molecules, but not through classical methods, right?

It's not computational fluid dynamics.

It's the model experiencing this enough and then running, training a model on physics and then feeding that back through and doing it through a AI method instead of, and so world models can be doing any sorts of things.

You can make a world model to train robots how to pick up cups.

Or you can make a world model that is simulating some chemistry and a chemical reaction or a fire, right?

Like you can do all sorts of different things.

So there's a lot of world model companies out there.

Some of them are really interesting, especially when they're targeting the physics and reality of the world.

I love robots, robotic stuff as well.

I think there's so many like venture scale investments, but also I think like most of the cool innovation is just happening at big companies or already existing companies, right?