A $100B+ opportunity: 13 companies racing to build AI systems that understand, simulate, and generate three-dimensional realities.
Who can build models that truly understand physics and spatial relationships. World Labs achieved breakthroughs with $230M; some giants struggle despite unlimited resources.
Data access, distribution channels, and computational resources. Google's YouTube, Meta's photos, Tesla's 3B miles of driving data create moats startups can't cross.
Decart went from founding to real-time world generation in under 2 years. The ability to ship quickly matters more than perfect technology.