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Video · 2026-07-28 · 42m · 6 moments

Training Robots in Worlds That Don't Exist | World Labs with a16z

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01
Claim

Spatial intelligence is the next frontier of AI, and it requires building large world models—AI that can generate, understand, reason with, and interact with physical and virtual spaces.

Fei-Fei Li introduces World Labs as a two-year-old frontier model lab focused on spatial intelligence, which requires large world models capable of generating, understanding, reasoning with, and interacting with spaces.

transcript

Fei-Fei Li: World Labs is a two-year-old startup. It's a frontier model lab. We are building the next frontier of AI which is what we call spatial intelligence. 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. A means to an end towards spatial intelligence is building large world models.

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02
Mechanism

Simulation and real-world data collection are not contradictory; they operate in a data flywheel where physics-based simulation provides initial structure and consistency for robot training, then real-world data accumulation shifts toward more learning-based modeling over time.

Yunu Guo explains that simulation and real-world data collection are complementary, not contradictory. The process starts with more physics-based simulation for consistency, then as real-world data accumulates through client collaboration, the modeling transitions toward more learning-based approaches, combining the best of both geometry/consistency and data/compute.

transcript

Yunu Guo: They don't contradict with each other. Simulation is essentially trying to predict how the environment is going to change when you apply the actions—this is a model of the world. It doesn't necessarily have to be pure physics. It can be a combination of both physics and learning. We are collecting real world data. We will be using those real world data. It just at different stages of this data flywheel. At the very beginning we have stronger emphasis on physics to make sure we have the right consistency and right structure for us to train the robot policies. But as we accumulate more and more data both through data collection and through the collaboration with our clients, we'll have the data that will be moving towards more learning-based modeling of the environments. This kind of transition and data flow is really an enabling factor of getting the best of both physics and geometry and consistency as well as all the power and magic from data and compute.

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03
Claim

The role simulation plays that real-world data cannot is counterfactual reasoning—playing out events that haven't happened or cannot happen—and this is critical for robotics because we cannot possibly have enough real-world data.

Fei-Fei Li argues that simulation is not a binary choice versus no simulation—it plays a unique role humans use constantly. The critical function simulation provides that real-world data cannot is counterfactual reasoning: playing out events that haven't happened or cannot happen, which is essential for robotics training.

transcript

Fei-Fei Li: 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. 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. While you play it out, you learn how to act in it. Humans do this all the time. The role simulation plays is counterfactual reasoning. That's really important in robotics because we just cannot possibly have enough real world data for that. Waymo has officially said they use billions of hours of simulation and Waymo is actually more simulation-heavy than real world data heavy. Clearly simulation plays a huge role in robotic learning.

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04
Mechanism

Scene simulation provides reliability and efficiency that real-world data cannot, by enabling systematic randomization and coverage of the state space for robust robot training, and by allowing faster-than-human training speeds.

Yunu Guo argues simulation provides two unique benefits for robotics: reliability through systematic randomization of lighting, friction, geometry, and physical parameters to ensure full state-space coverage, and efficiency by enabling training speeds faster than real-world teleoperation.

transcript

Yunu Guo: There are two levels of benefits simulation can provide. The first one is reliability and the second one is efficiency. For reliability, if you're thinking about a robotic system working reliable in the real environments, you need data to provide systematic coverage of all the state space and the variations that robots might encounter. With simulation, you can do systematic randomizations and control of lighting, frictions, geometries, object types and also all different kind of physical parameters to making sure you have sufficient coverage of the state space. Second is about efficiency. Right now many people are doing teleoperation and you're actually collecting the data at a speed that is slower than human actually doing the task. 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.

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05
Context

Robotics progress follows a trajectory from fully structured environments (factories) to semi-structured environments (warehouses) to unstructured environments (homes), and the pragmatic near-term focus should be on semi-structured environments.

Yunu Guo describes the progression of real-world robotics applications from fully structured environments like factories to semi-structured environments like warehouses, arguing the pragmatic focus today should be on semi-structured environments before tackling fully unstructured homes.

transcript

Yunu Guo: 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 you have knowledge and control over all the configurations within the environments—like factories, for car manufacturing, those has been automated for decades. Then you have semi-structured environments where you have certain control over the environments, for example like the Amazon warehouses or restaurants or hotels. For the unstructured environments it's like your home and my home—that is the grand challenge. If you're thinking about where does the 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 right now to focus more on the semi-structured environments before we move on to fully unstructured environments.

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06
Prediction

Achieving human-level power efficiency in robotics for menial tasks will take a very long time; the system complexity—hardware, software, brain, even finger friction coefficients—demands extensive iteration, unlike LLMs where performance-to-power is already close in narrow tasks.

Yunu Guo and Fei-Fei Li respond to a question about robot power efficiency compared to humans. Yunu says it will take a very long time because every working robot is a system requiring careful integration of hardware, software, brain, and minute details. Fei-Fei adds that even LLMs don't have human brain efficiency (30 watts), and robotics is far from that—unlike narrow generative tasks where performance-to-power may be close.

transcript

Yunu Guo & Fei-Fei Li: I think it's going to take a very long time. If you really think about robots in the real environment, in the end it will always be a system. Every working robot in the real environment is a system. You need to be very mindful about how the system comes together—the hardware, the software, the brain, even the friction coefficients of your fingers. There's a lot of things you have to consider to make these things a reality and it will take iterations. Even LLM does not have human brain efficiency. Human brain operates on 30 watts. We are far from that. I don't think we're anywhere close when it comes to robotics.

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