Search Intelligence

“When a founder has to personally intervene to allocate compute, the company's middle management has already failed.”

“Valuing a pre-product, unnamed startup at $200 million proves that VC appetite for spatial intelligence remains insatiable, even though $30 million is a rounding error for the raw compute required to actually train a viable world model.”

“Text-to-video generators are fun toys for social media, but native 3D spatial coherence is the actual requirement for enterprise integration.”

“Squeezing spatial rendering into 283KB is a masterclass in optimization, but commercial studios will keep shipping 100GB bloated downloads anyway.”

“Venture capital is effectively blank-checking anyone who spent the last decade building Nvidia's spatial research divisions.”