The Ledger
Every statement that passed quotation and attribution checks. Mix any filter with any other: certainty 1/5, debate potential 5/5, or both at once.
why aren't all 34 resolved? a statement only gets an assessment when the public record can support or contradict it. opinions and what-ifs never can, and 1 checkable ones are still open, waiting for their date. predictions held up or didn't; assertions are supported or contradicted. on every card: ▮▮▮▮▮ certainty · ▮▮▮▮▮ debate potential. speakers are clickable
General Intuition's foundation agent runs purely on vision without reinforcement learning
“This is just a base model. There's no RL, no fine tuning. This model sees no game states. It is purely capable, not sequence acceptance. It's purely predicting the actions from the phrase. That's it.”
General Intuition action models turn internet videos into free training data
“We transferred it over to a real world video, which means that you can use any video on the internet as free training.”
Gameplay footage teaches spatial reasoning better than YouTube videos, says de Witte
“When you're playing video games, you're actually simulating the optical dynamics with your hand, right? And I think that, like, that's why I think why games are a better representation of switch support reasoning initially than YouTube videos, for instance.”
Medal holds the internet's largest action-labeled video dataset by orders of magnitude
“We have sort of the largest data set of ground truth action labeled video footage on the internet by maybe one or two orders of magnitude.”
Proprietary data cannot be accurately valued without training models to evaluate capabilities
“I don't think you can value it unless you actually model it yourself and see what the capabilities are.”
Founders negotiating large AI data deals should demand equity, says de Witte
“I would recommend, if you're gonna do large data deals, like, just try to get like a large chunk of equity in the company that you're doing it with if you can.”
General Intuition is betting maximally on video-to-action transfer over physics simulation
“And so I think for us, it is more so about making a maximal bet on video transfer and interacting with things that are difficult to simulate. And the steerability is also really interesting with text than it is on betting against simulation or something like t…”
Text and speech generation will become actions emitted by world models
“I think text prediction is just one of the actions that is going to come out of these, you know, these policies and world models. I think speech and text generation will just be one of the actions that, that can be a part of that.”
Medal has more concurrent sim-drivers than Waymo has autonomous cars
“We have more people at any given time on metal playing with steering wheels and like truck simulator and these types of games than Waymo has cars on the road. It's a ridiculous stat, but it's true.”
Making billions of gameplay clips playable bridges imitation learning to reinforcement learning
“Actually making every single clip on the platform playable at billions of clips scale is how we go from imitation learning to RL.”
General Intuition publishes openly because its proprietary data moat prevents model replication
“Because we have such a large data mode, we don't have to be as concerned as the LLM companies about publishing, because we don't need the ones to be able to. Exactly. No one can replicate the models, right?”
General Intuition aims to drive 80% of AI physical interactions by 2030
“In the atoms to atoms stage, I want, like, I want GI models to be responsible for 80% of all the atoms to atoms interactions driven by AI models and the reason for that is because we were able to unblock intelligence so quickly, and robotics, like, intelligenc…”
Frontier AI research labs aggressively tried to acquire or recruit Medal's team
“So like, right when that happened, a lot of the labs also started on, started understanding what we had. And so we started very aggressively, multiple labs tried to bring us in, in various ways.”
De Witte: Static 3D environments without interactivity are not true world models
“However, my understanding is they're currently not interactive, which in my opinion is like the whole point of world models, right? It's environments. They're great environments. And I think from a business perspective, I think they picked a really important p…”
Text and language function fundamentally as compression methods for 3D perception
“The way I think about it is, at Siemens, right, we had sort of a three-dimensional world, then we invented text. As like a, in a way, a compression method, right? So you had, we invented text in order to communicate with each other in a common way, in a way th…”
World models are significantly more complex than traditional generative video models
“What world models do is they actually have to understand the full range of possibilities and outcomes from the current states and based on the action that you take generates the next states, right? So the next frame. And so it is a much more sort of complex pr…”
The baseline of General Intuition's training dataset is peak human gameplay
“The baseline of our data set is PQ and performance.”
Third-person vision models will be key for controlling multiple environment objects
“The third person I think will be very, very helpful if you're, for instance, trying to control multiple objects in an environment later on. Right now, I think having fully in perception first person is quite helpful.”
General Intuition world models support high-speed mouse sensitivity capabilities
“Our world models have mouse sensitivity, which is something that, like, gamers absolutely want, right? So you can have these, like, very rapid movements, which you couldn't do in any other world model.”
Medal employed thousands of humans to label game actions over 18 months
“We had thousands of humans label every single action you can take in every single video game over the past year and a half which is an enormous amount of action labels.”
Medal successfully bootstrapped its social network by prioritizing single-player capture tools
“A lot of our competitors were focused on solving the social network and the recorder at the same time, and that never, like, our bet was really that we could get so many people to record with us that we could bootstrap the network on top of that, and that work…”
PC gaming offers tens of thousands of scaled environments compared to VR
“The amount of environments in VR that are, that, that have, like, consumption at scale is probably in, like, the hundreds.
whereas on PC, it's probably in the tens of thousands.”
Lead researchers from the GAIA-2 and DIAMOND papers joined General Intuition
“Anthony Tu, who led the research on Gaia II is, is also one of the engineers that joined our team. So it's all the Diamond the core contributors for Diamond, and then Anthony and we just had three more researchers joining this week.”
General Intuition's world models will initially be orchestrated by Vision-Language Models
“I think our models will initially be used as like you'll have like an orchestrator VLM of sorts. That's kind of like managing instances and instructing them.”
Vinod Khosla tests founders by rigorously reverse-engineering their five-year vision
“He asked you to, like, draw a twenty-thirty picture of your company, and I think he just picks And plus five years. Whatever. I don't know. I did the same to you. Yeah. He asks you to like walk that back from first principles all the way from today. And he ask…”
Physics simulation compute complexity scales rapidly with agents, freedoms, and information
“The compute complexity of simulation goes up really, really rapidly with three variables. First, the numbers of agents in an environment. Second they're DOF. So they're individuals of freedom. Yeah. And then third, the information that each action reveals.”
Yann LeCun calling LLMs a dead end inspired General Intuition's founding
“Honestly, Jan's podcast that he did, I don't remember which one it was, but a long time ago, where he basically proclaimed LLMs to be a dead end it was one of the things that inspired me to do this.”
Language model labs and world model labs will ultimately converge on capabilities
“I think that there will just be labs coming at this problem from both sides. And everyone ends up in roughly the same place, and the same place will be whatever people think is cool.”
Player retention in scaled video games heavily depends on automated bot quality
“So if you're a game developer, how well you're actually retaining players, it's like if you have a game that's already at scale, it's like decently dependent on how good your bots are.”
Simulation will initially be a larger commercial AI market than physical deployment
“I think simulation will actually be the larger market initially. So I think in simulation because you have very little constraints also from a safety perspective, simulation is much easier. So I think a lot of the takeoff initially sits in simulation.”
General Intuition pre-trains from scratch and fine-tunes open-source video models
“We made the decision to Pre-trained world models from scratch, but also we've actually been able to fine tune open source video models to get a better sense of physical transfer.”
General Intuition will initially model game controller inputs before general action embeddings
“So I think we're going to start with anything you can control using a game controller. But yeah, long term, we want to actually predict maybe like action embeddings and have models sit inside a general action space to be able to transfer out to other inputs as…”
General Intuition's initial commercial business model will be an API
“Our business model is initially going to be an API, again, like the Anthropic API”
General Intuition partnered with Eric Schmidt-backed Kyutai for open data research
“We just announced our partnership with Qtai in France, which is an open science lab in Paris, one of the best research labs in the world. Eric Schmidt, I believe funded in addition to some French people. They are essentially acting as the partner that's curren…”