Fei-Fei Li defines spatial intelligence as the next frontier of AI, centered on creating AI that can understand and interact with both physical and virtual spaces through large world models.
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Fei-Fei Li: World Labs is a two-year-old startup. I think we should just recognize it's a frontier model lab. We are building the next frontier of AI which is what we call spatial intelligence. And spatial intelligence is about creating AI that has the ability to generate, understand, reason with, and interact with spaces, whether it's physical or virtual. And of course a means to an end towards spatial intelligence is building large world models.
Yunzhu Li identifies the lack of data in both training and evaluation as the core bottleneck in robotics, contrasting it with language models where internet data is abundant. His company, Scenix, builds a real-to-sim-to-real pipeline that maps real environments into digital worlds with high alignment, enabling scalable data generation.
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Yunzhu Li: What Synix team is doing is trying to solve this extremely difficult problem in robotics which is the lack of data — the lack of data in training, the lack of data in evaluation. This is very very different from language models where data is abundant on the internet. And we know that in order for robotics to work, we have to somehow unlock the power of scaling law. But where does that come from? This is a profound problem that everybody's battling with in robotics. As Cynics, we are developing what we call a real to sim to real pipeline. We want to map the real environments into the digital world that has the best alignments with the real environments. By alignments we mean that whatever happens in the digital world is also going to happen in the real environments, such that we can replace all the data, all the evaluation we need in the real environment by using the data that we can generate at a scalable way in our digital world.
Fei-Fei Li argues that simulation is not a binary alternative to real-world data but a complementary tool that enables counterfactual reasoning — playing out events that haven't happened or cannot happen — which is essential for robotic learning and something humans do naturally.
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Fei-Fei Li: I want to add to this and be slightly philosophical here is there isn't a binary choice between simulation or no simulation. All this come together to make robotics work. Think about human intelligence. We do a lot of simulation in our head. Why? There's a very important role simulation plays that real world data doesn't play which is counterfactual reasoning — you play out events that hasn't happened or cannot happen or you don't have enough data to make it happen in real world. And while you play it out, you learn how to act in it. Humans do this all the time. Here's a real life example — the industry of self-driving cars. Waymo has officially said they use billions of hours of simulation, and actually Waymo is more simulation-heavy than just real world data heavy. So these are real examples and as you know, cars are the simplest kind of robots. So clearly simulation plays a huge role in robotic learning.
Yunzhu Li explains that simulation enables systematic randomization of lighting, friction, geometry, and other physical parameters to ensure sufficient coverage of the state space for robust robot performance. It also enables faster-than-human data collection by speeding up robot behaviors in simulation, which is impossible in the real world due to physics constraints.
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Yunzhu Li: If you put things more specific, simulation can provide two levels of benefits. The first one is reliability and the second one is efficiency. For reliability, if you're thinking about a robotic system working reliably in the real environments, you need data to provide systematic coverage of all the state space and the variations that robots might encounter. That's how you can learn to be robust. So with simulation, you can do systematic randomizations and control over the variations of lighting, frictions, geometries, object types and also all different kind of physical parameters to make sure you have sufficient coverage of the state space. Second is about efficiency. Right now many people are doing teleoperation — you're collecting the data at a speed that is actually slower than humans actually doing the task. But for many of our clients, human speed is not good enough. They want faster than human speeds. For the robot to move faster, it's not as simple as just drive the robot faster because the gravity doesn't change. But in simulation, you can do systematic speed up of the robots behaviors to train the robots such that it considers all the dynamics changes of the environments.
Yunzhu Li clarifies that Scenix is not building robots or robot brains — it builds infrastructure (software and digital worlds) for training and evaluating robots. The platform works with any robot embodiment and any model, allowing customers to place their own robot brains into the generated environments.
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Yunzhu Li: What we have been building you can imagine is infrastructure with the software around this infrastructure for people to build worlds such that robots can learn and evaluate, and this infrastructure is naturally model agnostic and embodiment agnostic. For our customers right now they have all different kinds of robots — some are using a single robot arm, some are using a bi-manual, some are using a fixed arm, some are using mobile manipulators, some using grippers. Our platform is naturally embodiment agnostic. We can very easily integrate different kinds of robotic embodiments, put them into the worlds we generated, and be able to give those individual robots capabilities of doing the right tasks at the right levels of reliability and efficiency in the real environments. We are also model agnostic — we can use the data generated by our worlds to train different models either from scratch or doing post-training of existing foundation models like vision language action models or world action models. To us it doesn't matter, we just want to make sure we have the infrastructure and the worlds such that the robot can work reliably in the real environment.
Yunzhu Li outlines the historical progression of robotics: from fully structured environments like factories (where all configurations are known and controlled), to semi-structured environments like warehouses and restaurants (some control but many uncontrolled objects), to unstructured environments like homes — which he calls the grand challenge. Robustness comes from sufficient coverage of scenarios, which is far easier in semi-structured environments.
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Yunzhu Li: If you look at all the progressions of robotic applications in the real environments, it has always followed the trend from going from fully structured environments into semi-structured environments and then into unstructured environments. For fully structured environments we mean you have knowledge and control over all the configurations within the environments — like factories or car manufacturing — those have been automated for decades. And then you have semi-structured environments where you have certain controls over the environments — for example Amazon warehouses or restaurants, hotels — where you have certain control to just make the task easier for your robots but there are many other objects you don't have control over. And then for the unstructured environments it's like your home and my home. That is the grand challenge. If you're thinking about where does robustness come from, robustness comes from a sufficient coverage of the scenarios that robots might encounter. So it's so much easier and more approachable at least right now to focus more on the semi-structured environments before we move on to fully unstructured environments.