World Models Will Power the Next Leap in AI Agents — And They May Never Show Video

furongh · x · 2026-09-12

The author argues world models will be central to the next leap in AI agents, and the most useful ones may never render video — they'd tell you a code change will break billing, that a drawer is probably locked, or that your plan hinges on someone who hasn't said yes yet. Key points: (1) agents need a 'multiverse' — comparing futures before committing, since imagining an outcome is easy but predicting whether actions can get there is the hard part; (2) showing how to get there matters — imagining outcomes and predicting the causal effects of actions are different capabilities, as a robot needs grip points and force, not a video of a finished meal; (3) the thread is truncated mid-point.

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