The next great leap in artificial intelligence will not come from better language models. It will come from machines that understand how the physical world works and how to control it.
I’ve spent years thinking about this, first as an immunologist at Oxford, studying how immunological networks learn through feedback rather than instruction, then as an investor leading Khosla Ventures’ largest seed investment since OpenAI, into a world modeling lab called General Intuition.
The binding constraint on embodied AI isn’t compute or architecture. It’s a specific kind of data that barely exists.
Letting the Genie out
Earlier this year, Google shipped Project Genie and sent the entire gaming market downhill. The market read it as a threat to Unity, TakeTwo Interactive, Roblox, the entire content creation pipeline—AI coming for game developers. But reducing this to gaming disruption is like watching the first iPhone demo and concluding Apple was coming for Nokia. The real play is owning every spatial workload on the planet.
