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Comment by echelon

Robotics: $88B TAM

Gaming: $350B TAM

All media and entertainment: $3T TAM

Manufacturing: $5T TAM

Roughly the same story.

This tech is going to revolutionize "films" and gaming. The entire entertainment industry is going to transform around it.

When people aren't buying physical things, they're distracting themselves with media. Humans spend more time and money on that than anything else. Machines or otherwise.

AI impact on manufacturing will be huge. AI impact on media and entertainment will be huge. And these world models can be developed in a way that you develop exposure and competency for both domains.

edit: You can argue that manufacturing will boom when we have robotics that generalize. But you can also argue that entertainment will boom when we have holodecks people can step into.

parent echelon 9 months ago

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