This is an excerpt of Sources by Alex Heath, a newsletter about AI and the tech industry, syndicated just for The Verge subscribers once a week.
Around the middle of last year, Pim de Witte started reaching out to a handful of prominent AI labs to see if they’d be interested in using data from Medal, his popular video game clipping platform, to train their agents.
Within weeks, it became clear that Medal’s data was more valuable to the labs than he expected. “We received multiple acquisition offers very quickly,” he told me. (He declined to name names, but it has been reported that OpenAI offered $500 million.) “Initially, we were quite interested in them,” he said of the offers, but that “was mostly a result of us not understanding what we were sitting on.”
He had read the Google DeepMind research paper showing that gaming data can be used to teach AI how to navigate a 3D environment. However, the interest from AI labs made him realize that his data from Medal, which receives roughly 2 billion video uploads per year from tens of thousands of video games, could be used to develop a unique foundational model for extending AI to the real world.
“It’s a pretty big bet.”
Today, Pim de Witte announced that Medal is spinning out a new AI lab called General Intuition that has raised a $133.7 million seed round. The money for the round is primarily from Vinod Khosla, founder of Khosla Ventures and one of the first investors in OpenAI. Other investors include General Catalyst and the Raine Group. Moritz Baier-Lentz, who oversees Lightspeed’s gaming investments, is also joining the startup part-time as a founding team member.
Khosla believes that General Intuition could be as impactful in the field of AI agents as OpenAI was on how people use large language models. It’s his firm’s largest seed check since it backed OpenAI in 2018. “It’s a pretty big bet,” he told me. “They have a unique dataset and a unique team.”
Unless you’re steeped in the AI world, you probably haven’t heard much about world models yet. It’s a branch of research that trains AI to have spatial understanding like a human. The idea is that a robot could, for example, predict when a glass of water will spill when knocked off a table and grab it before it falls. More practically, AI researchers are increasingly looking to world models as a way to train agents that can reliably generate and interact with a 3D space.
Among the prominent AI leaders, Google DeepMind CEO Demis Hassabis has been the most vocal advocate for world models and their importance in achieving AGI. Google recently demoed Genie 3, a model that generates a video game-like environment from scratch as you navigate through it. There are also a handful of startups working on similar models, including Fei-Fei Li’s World Labs, which this week released its own demo of a model that generates interactive video in real-time.
For General Intuition, the goal is to control any kind of device that can be mapped to a keyboard and mouse or has a game controller-like input scheme, according to de Witte. He expects the startup’s first model to be used by search and rescue drones but sees the potential for applications in other areas, including humanoid robots and self-driving cars.
Just as LLMs were initially trained on internet text data, de Witte believes that gaming environments will unlock AI’s ability to reliably predict the proper action to take in the physical world. “Games are basically the only verifiable domain for spatial-temporal reasoning,” he explained. “You can separate a good action from a bad action, which is why it’s so valuable.”
Still, it’s a risky bet. The correct technical path for developing world models is hotly debated in the AI industry, and as even Khosla noted to me, it’s unclear what data will ultimately prove the most valuable. Members of de Witte’s early research team have published notable research in the field, but the startup is still competing with better-funded giants like Google. “Somebody will win big in this market,” said Khosla, who told me thinks it’s an area where “multiple hundred-billion-dollar and potentially even trillion-dollar companies will be built.”
De Witte predicts that gaming companies will become prime takeover targets for AI labs as interest in world models heats up. His decision to start General Intuition was driven by the realization that, thanks to Medal’s data, he’s in the unique position to be more than a data supplier. However, he warned me that others might find it challenging to resist licensing checks and acquisition offers from the big AI labs.
“You are at an information disadvantage,” he said when I asked if he had advice for the gaming industry. “The better these models get, the less data they’re likely going to need.”
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![These Are the 12 Ikea Products the Company’s Design Chief Personally OwnsThe Svarva lamp can be twisted into different shapes.
Courtesy of Johan EjdemoPS Svarva Floor Lamp“Some stuff I did myself, like this one. The Svarva lamp we made with the design group Front for the PS 2009 collection. They were quite newly established and so we did an armchair and this lamp. The desire was to do a wooden turned lamp, but you should also be able to twist it, articulate it.”“I felt that that would be very difficult to do. Along with a colleague in lighting at the time, I went to Hungary to this factory that was producing lamps for us. It was all metal tubes that they were doing, so we were a little bit hesitant whether they should be able to solve this. But they made some mock-ups based on the designer drawings. So we went there to have a look, and it was standing there. It was this floor lamp, and also a table lamp where the wooden beads were going in a circle and then up, like a snake.”“What we didn’t know was that next to the lamp factory was this factory that was doing the turned wooden beads, the small individual pieces that we put together. None of us knew that. It was just pure serendipity. So they were turning these wooden beads, and the lamp factory was putting them on the metal tubes, just like on a necklace. They had very little to do, so they were happy to get the business.”A Sinka Cabinet resides in Ejdemo’s hallway.
Courtesy of Johan EjdemoPS Sinka Cabinet“I have another favorite from that PS 2009 collection, it’s in my hallway. The PS Sinka, with the small drawers with a wooden base. Sinka means “dovetail” in Swedish, so the name explaining that construction.”“But the problem we had with this one was the packaging volume was too big. So what we did was each drawer is slightly shallower. So four drawers stack into each other. And four more drawers stack. There’s a little bit of a stopper in the back when you push them in, so they stop evenly at the front. There’s also a hidden compartment behind the smallest drawer. Really good drawers for all this stuff that is just lying around and getting in the way. In the top one I have all my keys that I no longer know where they go.”PS Jonsberg Vases“I have this vase from the PS collection to hold the cables [on my Samsung Serif TV]. It was a set, the Jonsberg vases by Hella Jongerius. There were four of them in different ceramic techniques. I had all four, but the terracotta one broke, which was a pity.” [It certainly is. These vases now sell secondhand for ,700 for a full set.]“They’re inspired by different regions, and the different techniques are beautiful. I use the big black one for toilet paper in one bathroom. It’s not disrespect for the design. It’s just such a good design to stand there, and it makes the bathroom beautiful, and it can fit the toilet roll. So, why have something like an ugly stick? It’s nice for that.”Pax Wardrobes“Pax. We have to mention Pax. I have Pax wardrobes in a few rooms, but also I’m a little bit peculiar. Like in the kitchen, these veneer doors have been sanded and hand-painted by me, just to make them fit my house, in my space. I repaint them sometimes.”Chipped Spraka pepper mills.
Courtesy of Johan EjdemoSpraka Pepper Mills“I have these pepper mills. One for white pepper, one for black pepper. That was also in a PS collection. We did these with Marcus Arvonen. These pepper mills are beautiful, and these have been around for, like, 20 years as well. They are pretty tall. A smaller version came later on, but I like these.”“They have their chips, yes, but this just makes them nicer. It’s age. They’ve been around and are used every day. Everything has a little bit of imperfection. You can spend your whole life bothering about that, but there should be some imperfection in life. Fix it? Then something else needs fixing. It just moves. Leave it, be proud.”Where’s the Billy Bookcase or Kallax?“I don’t have a Billy in the house now. But there have been! Kallax? I have owned many. Brilliant piece. Really good for vinyl, because that’s the time they come from. I listen to a lot of vinyl.”#Ikea #Products #Companys #Design #Chief #Personally #Ownsikea,design,home,furniture,household,interviews](https://i2.wp.com/media.wired.com/photos/6a33ff12acc128b064d51d9c/master/w_1600%2Cc_limit/IKEA%2520PS%2520SVARVA%25202.jpg?ssl=1 "These Are the 12 Ikea Products the Company’s Design Chief Personally OwnsThe Svarva lamp can be twisted into different shapes.
Courtesy of Johan EjdemoPS Svarva Floor Lamp“Some stuff I did myself, like this one. The Svarva lamp we made with the design group Front for the PS 2009 collection. They were quite newly established and so we did an armchair and this lamp. The desire was to do a wooden turned lamp, but you should also be able to twist it, articulate it.”“I felt that that would be very difficult to do. Along with a colleague in lighting at the time, I went to Hungary to this factory that was producing lamps for us. It was all metal tubes that they were doing, so we were a little bit hesitant whether they should be able to solve this. But they made some mock-ups based on the designer drawings. So we went there to have a look, and it was standing there. It was this floor lamp, and also a table lamp where the wooden beads were going in a circle and then up, like a snake.”“What we didn’t know was that next to the lamp factory was this factory that was doing the turned wooden beads, the small individual pieces that we put together. None of us knew that. It was just pure serendipity. So they were turning these wooden beads, and the lamp factory was putting them on the metal tubes, just like on a necklace. They had very little to do, so they were happy to get the business.”A Sinka Cabinet resides in Ejdemo’s hallway.
Courtesy of Johan EjdemoPS Sinka Cabinet“I have another favorite from that PS 2009 collection, it’s in my hallway. The PS Sinka, with the small drawers with a wooden base. Sinka means “dovetail” in Swedish, so the name explaining that construction.”“But the problem we had with this one was the packaging volume was too big. So what we did was each drawer is slightly shallower. So four drawers stack into each other. And four more drawers stack. There’s a little bit of a stopper in the back when you push them in, so they stop evenly at the front. There’s also a hidden compartment behind the smallest drawer. Really good drawers for all this stuff that is just lying around and getting in the way. In the top one I have all my keys that I no longer know where they go.”PS Jonsberg Vases“I have this vase from the PS collection to hold the cables [on my Samsung Serif TV]. It was a set, the Jonsberg vases by Hella Jongerius. There were four of them in different ceramic techniques. I had all four, but the terracotta one broke, which was a pity.” [It certainly is. These vases now sell secondhand for ,700 for a full set.]“They’re inspired by different regions, and the different techniques are beautiful. I use the big black one for toilet paper in one bathroom. It’s not disrespect for the design. It’s just such a good design to stand there, and it makes the bathroom beautiful, and it can fit the toilet roll. So, why have something like an ugly stick? It’s nice for that.”Pax Wardrobes“Pax. We have to mention Pax. I have Pax wardrobes in a few rooms, but also I’m a little bit peculiar. Like in the kitchen, these veneer doors have been sanded and hand-painted by me, just to make them fit my house, in my space. I repaint them sometimes.”Chipped Spraka pepper mills.
Courtesy of Johan EjdemoSpraka Pepper Mills“I have these pepper mills. One for white pepper, one for black pepper. That was also in a PS collection. We did these with Marcus Arvonen. These pepper mills are beautiful, and these have been around for, like, 20 years as well. They are pretty tall. A smaller version came later on, but I like these.”“They have their chips, yes, but this just makes them nicer. It’s age. They’ve been around and are used every day. Everything has a little bit of imperfection. You can spend your whole life bothering about that, but there should be some imperfection in life. Fix it? Then something else needs fixing. It just moves. Leave it, be proud.”Where’s the Billy Bookcase or Kallax?“I don’t have a Billy in the house now. But there have been! Kallax? I have owned many. Brilliant piece. Really good for vinyl, because that’s the time they come from. I listen to a lot of vinyl.”#Ikea #Products #Companys #Design #Chief #Personally #Ownsikea,design,home,furniture,household,interviews")
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