World Labs released Atlas, a model that generates video along a camera path the user designs and rebuilds scenes from a handful of photographs. Its own garden example shows the seam: one photo leaves the surrounding buildings invented, while more photos pin them down. On Moonshots, the panel worked through what Gaussian splats are and why the approach might matter for robots, games and planning a vacation.
Alibaba's Wan 3.0 and a relayed claim that 70% of Chinese AI token use goes to video sent the Moonshots panel into an argument about money: one guest said American labs chase revenue per token while Chinese labs give their weights away, another said video is the only market that will trust a Chinese model. They ended up disagreeing about whether world models or text models reach self-improving AI first.
The Moonshots panel described The Cully Hill Boys as a 110-minute AI feature made by 28 people in four weeks for roughly $2 million, half of it spent on computation. Emad Mostaque expects cheaper video generation to cut that bill sharply. But the film’s published production materials are study-only, and cheaper footage does not resolve performers’ rights or the need for creative direction.