Baris @Baris
Early-stage investor Past work: @GoogleCloud. @Anvato (acq by Google). @IntelCapital. @TheCalixNetwork (IPO). @KauffmanFellows. linkedin.com/in/barisaksoy San Francisco, CA Joined May 2007-
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Physical AI is having its moment. Robotics, autonomous vehicles, interactive video. Underneath all of it sits the same primitive: a world model that predicts how an environment responds to action. There's a lot of debate about world models. JEPA vs. diffusion vs. autoregressive. How sim-to-real actually transfers. Nobody agrees on how to evaluate physical understanding. So @taiuti & @_bschmidtchen at @reactorworld , @ashray_malhotra at @Adobe, and I decided to put the top minds in the field in one room. On June 18 in SF, we're hosting World Models SF Summit, likely the first summit dedicated entirely to world models. Researchers, founders, and practitioners from @GoogleDeepMind @OpenAI @Meta @nvidia @theworldlabs @Tesla @Apple @Microsoft @Roblox and many strong startups in the space have already signed up. A few seats left: luma.com/hkik7xtr
Qwen-trained probe pricing difficulty for @MistralAI & Phi means difficulty lives in the latent representations... not the solver. Excited to see @VmaxAI ship 🔥 Congrats @MavorParker💪
Training a model to generate RL tasks not too hard, not too easy costs many solver runs per task. PROPEL predicts difficulty via a probe on its activations instead, amortizing cost and speeding up generator optimization. New open-ended RL research from @vmax + @GoodfireAI.
Which "context" though? If it's structure you bake into the model, then Bitter Lesson (@RichardSSutton) says compute absorbs it (CL, long context, RL on tools, etc.) If it's proprietary state that's in no training set, totally agree!... no compute can help there. "no amount of training compute substitutes for being inside the workflows where this knowledge lives"... @joeschmidtiv wrote this here: x.com/joeschmidtiv/s…
Mars rover ride Every frame generated in real time on @reactorworld's longlive-v2 well done @taiuti @_bschmidtchen 👏 just getting started.
Introducing LongLive 2.0 by @nvidia. Real-time text-to-video with full multi-shot control. Build your story shot by shot, scene by scene. Available now on Reactor.
The next era of animation won't be generated. It'll be explored. Yoki (予期) is my first film made with world models + video models. The landscapes of Japan, rebuilt as worlds you move a camera through with @reactorworld. World models are the most underrated storytelling tech right now, and almost no one's using them for film. Animation made with @invideoOfficial.
Jensen at @Computex: "Text data plus compute gives you AI. Now that we have AI, compute is data (in physical AI)" LLMs trained on a corpus that already existed... whole internet of text. Robots have none. Nobody recorded the world in first-person, action-labeled frames. (Hence so many startups building here.) So you generate it. World models like @nvidia 's Cosmos spend compute to produce physics-accurate, action-conditioned rollouts from any perspective, then close the loop as the policy's own simulator. So... data becomes a compute problem in physical AI. All those world models need to compute somewhere. That's @reactorworld ... and the biggest infrastructure opportunity in physical AI today 🔥 cc @taiuti @_bschmidtchen
The unix terminal is the natural interface for agents to get work done on a computer but how well can agents actually use unix? Claude Code. Codex. Devin. Every frontier agent ships as a terminal tool. With unix-ctf, Vmax is using setters and solvers to measure Unix competence.
Amazing event last night. @SarvamAI & @LightspeedIndia (@MohapatraHemant @dkhare ) have pulled together an impressive bench of researchers from @OpenAI @GoogleDeepMind @Meta , @stripe @MistralAI and others. @pratykumar walked us through building sovereign AI out of India, and expanding into the Bay Area to tap the talent that's actually trained large models at scale. World models came up again and again in my conversations with researchers from the frontier labs. That's going to be the biggest space in AI 🚀 cc @reactorworld @taiuti @_bschmidtchen
Beautiful evening in SF @ a wonderful housefull event w/ @pratykumar of @SarvamAI talking about the company's plans, hiring for an SF office, scaling out compute, building v. large models, and global GTM. Inspiring and genuinely one of the clearest visions in the world of AI.
@_bschmidtchen @taiuti Biggest infrastructure opportunity in physical AI today. Let's go! 🔥
@taiuti @reactorworld Biggest infrastructure opportunity in physical AI today. Let's go! 🔥
@reactorworld @lightspeedvp @AmplifyPartners @wndrco @Sky9Capital @FPVventures Congrats team! Super exciting. Just getting started 🚀
AI is moving from language models to world models. They need their own runtime. That's @reactorworld 🚀 LLM inference became a multi-$B category because batching, routing & GPU orchestration were too complex for app developers to own. World models will follow the same pattern... but technical bar is way higher. The workloads are stateful, temporal, heterogeneous. Video tokens. Latent states. Action loops. Streaming rollouts. Latency and compute profiles vary across models. Different category entirely. @taiuti @_bschmidtchen are building this from first principles. Both led technology on @Apple Vision Pro. @taiuti previously co-founded @LumaLabsAI as CTO. Privilege to be on this journey with them from the start 🙏 Congrats to @reactorworld team on the $59M Series A led by stellar investors @lightspeedvp (@buckymoore @theamberyang) @WndrCoLLC @Amplify @Sky9Capital @FPVventures @AbstractVC ... and @awscloud on board as preferred cloud partner 💪 variety.com/2026/digital/n… Biggest infrastructure opportunity in physical AI today. Let's go! 🔥
Congrats to the @reactorworld (@taiuti @_bschmidtchen) & @emergentlabs (@mukundjha) teams on being named to @Redpoint annual list of the 100 most important infrastructure companies powering AI. Well earned 🔥 Proud to be an early investor in both!
The Redpoint InfraRed 100 is now live. These are the companies building the infrastructure that powers everything happening in AI right now, from world models and agent runtimes to the sandboxes, databases, and security tools agents depend on. Congratulations to this year's
Every frontier lab is hitting the same wall: human-generated training data doesn't scale ✋ Most teams respond with bigger RLHF pipelines and more human annotators. @VmaxAI is taking a fundamentally different approach. Their new PopuLoRA paper introduces co-evolving populations of LoRA adapters performing asymmetric self-play on a frozen base model. They're doing evolutionary operations directly in weight space Teams working on self-improvement without human data dependency will matter a lot. Talk to @MavorParker to learn more. They are hiring too!
Vmax is building an open-ended learning system that generates and optimizes itself on tasks that it creates, avoiding human bias that may corrupt optimal learning curricula. In PopuLoRA, we instantiate this as co-evolving populations of LLMs performing asymmetric self-play.
GPUs melting 🫠
We're taking our first step towards democratizing World Models, so that everyone can build on this incredible technology. We have more to share, but enjoy a glimpse of what's to come, today. Try it here: reactor.inc
Real-time World Models are the next AI frontier. Today, we @reactorworld are taking the first step towards this reality: our early preview lets you experience worlds generated in real-time, running on our global low-latency infrastructure. Try it now: reactor.inc
@taiuti This is magical! Well done @taiuti @_bschmidtchen @reactorworld team 🦾
Real-time World Models are the next AI frontier. Today, we're taking the first step towards this reality: our early preview lets you experience worlds generated in real-time, running on our global low-latency infrastructure. Try it now: reactor.inc
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