李飞飞最新访谈：透露空间智能和具身智能

TL;DR - Fei-Fei Li's World Labs acquired SceniX and, in an a16z interview with co-founder Yunzhu Li, laid out a plan to build a scalable "digital training ground" for robots — model- and embodiment-agnostic simulation infrastructure for spatial intelligence.

• SceniX brings a real-to-sim-to-real pipeline with dense reconstruction (appearance, geometry, dynamics) aligned to reality; World Labs contributes Marble, a generative world model that turns single/multiple images or text into geometrically consistent worlds plus sparse reconstruction.
• Core bottleneck framed as robot data scarcity: unlike LLMs there is no internet-scale corpus, so simulation is used to unlock scaling laws via controllable randomization of lighting, geometry, friction, and physics parameters.
• Evaluation is the pitch's centerpiece: real-world robot eval is orders of magnitude slower than LLM eval and is dangerous/expensive, so aligned digital environments are used to distinguish e.g. a 90% vs 92% checkpoint quickly.
• Positioning is infrastructure, not hardware or "robot brains" — data can train models from scratch or fine-tune VLA/World Action models; they argue "models change, infrastructure doesn't," and target semi-structured environments (warehouses, restaurants) before unstructured homes.