LLMs may have kicked off this AI boom, but the ceiling is closer than the hype suggests. As models run out of text data to train on, the companies and investors paying attention are already moving on. The next wave isn’t better chatbots; it’s machines that can understand the physical world. Luma AI, the Bay Area lab that raised over $1.4 billion from a16z, Nvidia, and Amazon, is betting on exactly that. <\/p>\n
On episode of TechCrunch’s Equity podcast, we\u2019re bringing you a conversation Rebecca Bellan sat down with Amit Jain, co-founder and CEO of Luma AI, at Web Summit Qatar. Together, the pair dug into where the next trillion-dollar AI opportunity actually gets built, and whether the companies chasing it even know what they’re building yet. <\/p>\n
Subscribe to Equity on YouTube, Apple Podcasts, Overcast, Spotify and all the casts. You also can follow Equity on X and Threads, at @EquityPod. <\/p>\n
Chapters: <\/p>\n
00:00 Intro <\/p>\n
01:13 Why LLMs are hitting a ceiling <\/p>\n
02:43 The data problem & what comes after LLMs <\/p>\n
04:30 What actually makes a world model a world model <\/p>\n
06:05 Why 3D data is a dead end <\/p>\n
07:39 What Luma is building next <\/p>\n
09:08 How much humans stay in the loop <\/p>\n
10:00 Near-term use cases for agentic video <\/p>\n
11:22 Will AI kill jobs in film & production? <\/p>\n
13:30 Why the entertainment industry is already dying <\/p>\n
15:27 Why we actually need more content, not less <\/p>\n
17:46 Luma’s roadmap: generation, understanding, and robotics <\/p>\n
19:54 Outro<\/p>\n","protected":false},"excerpt":{"rendered":"
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