Atlas Venture

also referred to as: atlas

16 statements across 3 episodes · 15 bullish · 0 bearish · 4 people on the record · first statement Dec 29, 2025 by Olivia Moore · said 42 times in 3 episodes since 2025 · across every show →

Mentions by year

brought up most by Martin Casado (18), Justin Johnson (10), Fei-Fei Li (4), Ben Mildenhall (4), Olivia Moore (3), Anish Acharya (3)

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2026 40 mentions in 2 episodes 20 per episode
2025 2 mentions in 1 episode

every mention, scene by scene, with the transcript →

Everything said about Atlas Venture, oldest first

Dec 29, 2025 positive
Assertion Contradicted
Moore: Perplexity Comet browser launch traffic surpassed ChatGPT Atlas
“If you look at the data, like the spike at launch and the sustained traffic for Comet was actually much higher than for ChatGBT's own browser launch, Atlas, which is kind of crazy given how much more distribution ChatGBT has than Perplexity.”
Olivia Moore Dec 29, 2025 ▶ 11:02 Where does consumer AI stand at the end of 2025?
Mar 10, 2026 positive
Assertion Not checkable as stated
Moore: Perplexity Comet Peak Download Traffic Reached 5x OpenAI Atlas
“If you look at kind of the highest spike for Comet and Atlas in terms of visits to the download page, Comet is five times ahead of Atlas”
Olivia Moore Mar 10, 2026 ▶ 31:00 Inside a16z’s Top 100 AI Apps Report with Olivia Moore
Sep 4, 2026 bullish
Assertion Not checkable as stated
Ben Mildenhall: Atlas reduces house 3D reconstruction from 2,000 photos to 30
“I'm taking captures I did with 2000 images of a multi room house and taking it down to like 30, 40 inputs and the fly through looks like basically the same. And this is just like totally inconceivable before. And it's all enabled by building this gracefully sc…”
Ben Mildenhall Sep 4, 2026 ▶ 19:51 Why Fei-Fei Li Is Betting on Spatial Intelligence
Sep 4, 2026 bullish
Opinion
Johnson: Generative new view prediction in Atlas is AI-complete
“But I think that's something we're kind of realizing, and Ben was talking about this earlier today, is, like, new view prediction, this primitive that we have in Atlas, especially generative new view prediction, this is also AI complete.”
Justin Johnson Sep 4, 2026 ▶ 42:09 Why Fei-Fei Li Is Betting on Spatial Intelligence
Sep 4, 2026 bullish
Assertion Not yet assessed · timeframe Sep 2026
Johnson: No base model has used new view prediction before Atlas
“And this is a really fundamental primitive that we think is super exciting, a super new primitive For base models that no one's ever done before, right?”
Justin Johnson Sep 4, 2026 ▶ 3:01 Why Fei-Fei Li Is Betting on Spatial Intelligence
Sep 4, 2026 positive
Assertion Not yet assessed · timeframe Sep 2026
Johnson: Feeding camera poses natively during pre-training is unprecedented
“It also works on camera poses as a native input to the model, which I don't think anyone's ever done at the pre-training phase before.”
Justin Johnson Sep 4, 2026 ▶ 6:16 Why Fei-Fei Li Is Betting on Spatial Intelligence
Sep 4, 2026 positive
Assertion Not checkable as stated
Johnson: World Labs' models improved significantly with each increase in compute
“Each time we made the model bigger and each time we trained it for longer, each time we put it on more chips, like it got significantly better.”
Justin Johnson Sep 4, 2026 ▶ 23:17 Why Fei-Fei Li Is Betting on Spatial Intelligence
Sep 4, 2026 bullish
Assertion Partly supported
Johnson: World Labs' Atlas model generates, reconstructs, and simulates the world
“Atlas is our new next generation world model. It has three basic things. It can generate, reconstruct, and simulate the world.”
Justin Johnson Sep 4, 2026 ▶ 1:06 Why Fei-Fei Li Is Betting on Spatial Intelligence
Sep 4, 2026 positive
Assertion Contradicted
Fei-Fei Li: Atlas is the first unification of pixel generation and reconstruction
“It's the first time we have a unification of pixel generation and pixel reconstruction.”
Fei-Fei Li Sep 4, 2026 ▶ 7:19 Why Fei-Fei Li Is Betting on Spatial Intelligence
Sep 4, 2026 neutral
Assertion Supported
Ben Mildenhall: World Labs' Atlas model operates autoregressively
“You can do this in sequence because it's an autoregressive model. It's up to you, right, to kind of pick and choose what you add interactively into the context as you generate.”
Ben Mildenhall Sep 4, 2026 ▶ 20:41 Why Fei-Fei Li Is Betting on Spatial Intelligence
Sep 4, 2026 bullish
Opinion
Fei-Fei Li: Atlas grounds generative visual models in spatial context
“So, so in the, on the path to spatial intelligence, generating pixels is definitely a early step, which we have seen with What you call it, gazillions of models. But generating pixels that are truly spatially contextualized and grounded is absolutely another m…”
Fei-Fei Li Sep 4, 2026 ▶ 10:02 Why Fei-Fei Li Is Betting on Spatial Intelligence
Sep 4, 2026 bullish
Opinion
Johnson: Scaling spatial world models is primarily bottlenecked by training compute
“I think we're basically at the beginning, and we're basically limited by compute at this point, right? Like, data is very important, as Fei-Fei likes to point out, but, like, everything has a bottleneck, and I think the main bottleneck on continuing to scale t…”
Justin Johnson Sep 4, 2026 ▶ 22:56 Why Fei-Fei Li Is Betting on Spatial Intelligence
Sep 4, 2026 bullish
Assertion Supported
Johnson: Atlas achieves bullet-time effects using only three iPhones
“But now with Atlas, we can do this with just as few, through three cameras. So like no studio capture, no green screen, no expensive calibration. We can literally stick like three cameras on tri, three iPhones on tripods use these to take sort of a video of so…”
Justin Johnson Sep 4, 2026 ▶ 2:18 Why Fei-Fei Li Is Betting on Spatial Intelligence
Sep 4, 2026 bullish
Assertion Supported
Johnson: Atlas reconstructs 3D spaces from up to 100 frames
“You can input one or multiple up to a hundred frames that are views of the real world, and use those to reconstruct the real world, and that reconstruction can take the case either of a novel, a video flying through the space, or an explicit three-D reconstruc…”
Justin Johnson Sep 4, 2026 ▶ 1:27 Why Fei-Fei Li Is Betting on Spatial Intelligence
Sep 4, 2026 bullish
Opinion
Fei-Fei Li: Atlas estimates camera pose to capture critical spatial geometry
“And I do believe Atlas is a significant step forward because now with every single frame, you have a, you can generate and estimate an important piece of information, which is the view, viewpoint, the camera pose, and that is the most critical information one …”
Fei-Fei Li Sep 4, 2026 ▶ 9:31 Why Fei-Fei Li Is Betting on Spatial Intelligence
Sep 4, 2026 positive
Assertion Partly supported
Fei-Fei Li: Atlas reconstructs Stanford Quad aerial view from ground photos
“Anywhere between three to 25 images, you can reconstruct that entire Stanford quad. But the thing is, we had to show it from an aerial view, but every single input image is Ben standing on the ground, taking a picture from the ground. So everything you see are…”
Fei-Fei Li Sep 4, 2026 ▶ 17:01 Why Fei-Fei Li Is Betting on Spatial Intelligence
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