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.

The current robotics industry is $88B. You have to take into account the potential future industry of general purpose robots that replace a big chunk of blue-collar work.

Robots is also just one example. A hypothetically powerful AI agent (which might also use a world model) that controls a mouse and keyboard could replace a big chunk of white-collar work too.

Those are worth 10's of trillions of dollars. You can argue about whether they are actually possible, but the people backing this tech think they are.

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